Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares 0-5 Year TIPS Bond ETF meliputi Maseco Llp, BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES, BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES, Kestra Investment Management, LLC, Vigilare Wealth Management, TCTZX - Transamerica ClearTrack Retirement Income R3, Portfolio Design Labs, LLC, Seneca Financial Advisors LLC, Prasad Wealth Partners, LLC, TCTKX - Transamerica ClearTrack 2025 R3, XFLX - FundX Flexible ETF, OCIO - ClearShares OCIO ETF, TCTLX - Transamerica ClearTrack 2030 R3, Family Legacy Financial Solutions, LLC, Semitam Bonam Llc, TCTMX - Transamerica ClearTrack 2035 R3, Mustico Financial Group, Inc., TCTQX - Transamerica ClearTrack 2040 R3, Apex Wealth Management, LLC, dan Ffg Retirement Advisors Llc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | JB Capital LLC | 5,818 | 599 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,136 | 117 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 22,211 | 3.12 | 2,286 | 2.56 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 129,326 | 5.53 | 13,309 | 4.95 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2,668 | 275 | ||||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 3,977 | 1.66 | 409 | 1.24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 33,700 | 42.75 | 3,468 | 42.01 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 77,250 | 2.55 | 7,949 | 1.99 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 26,740 | 89.98 | 2,746 | 90.03 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 65,841 | 6.85 | 6,776 | 6.27 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,825 | 5.37 | 497 | 4.86 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 18,139 | 11.85 | 1,867 | 11.27 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 39,174 | 19.28 | 4,053 | 19.28 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 8,966 | 923 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 609,857 | 24.83 | 62,760 | 24.16 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 74,719 | 61.82 | 7,731 | 66.44 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 106,091 | 1.59 | 10,918 | 1.04 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 420 | 43 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 13,444 | 0.97 | 1,384 | 0.44 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 5,566 | 13.71 | 573 | 13.04 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 4,972 | 511 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 4,552 | 468 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 43,290 | 93.55 | 4,455 | 92.52 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 804,088 | 3.74 | 82,749 | 3.17 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 5,495 | 8.17 | 565 | 7.62 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 34,116 | 1.50 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 197,084 | 44.86 | 20,282 | 44.08 | ||||
| 2025-07-15 | 13F | Home Federal Bank Of Tennessee | 34,014 | 11.05 | 3,500 | 10.44 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 42,535 | 4,377 | ||||||
| 2025-03-27 | NP | TDFTX - Transamerica ClearTrack 2030 R1 | 43,636 | 41.29 | 4,429 | 42.41 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6,206 | 639 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,376 | 23.81 | 553 | 23.16 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 15,614 | 1,607 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9,122 | 2.44 | 1 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13,418 | 10.93 | 1,381 | 10.31 | ||||
| 2025-04-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 18,793 | 6.96 | 1,930 | 8.73 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 13,277 | 538.32 | 1,366 | 535.35 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 21 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,407 | 0.13 | 968 | -0.41 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 81,170 | 129.97 | 8,353 | 128.72 | ||||
| 2025-08-07 | 13F | Nwam Llc | 10,158 | 2.15 | 1,045 | 1.65 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32,239 | 52.65 | 3,315 | 51.72 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 165,179 | 16,999 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 4,565 | 470 | ||||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 50,530 | 5,200 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 4,495 | 463 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 144 | 51.58 | 15 | 55.56 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 69,792 | 6.67 | 7,182 | 6.10 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6,496 | 14.65 | 669 | 14.36 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 2,911 | 1.61 | 300 | 2.05 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 18,730 | 260.19 | 1,938 | 270.36 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3,358 | 346 | ||||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 18,164 | 24.59 | 1,880 | 27.05 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 36,395 | 3.44 | 3,745 | 2.88 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 20,762 | 1.55 | 2,137 | 0.99 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 3,766 | 2.78 | 390 | 5.71 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 12,459 | 1,282 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 16,834 | 1,732 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 272,321 | 131.34 | 28 | 133.33 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 4,883 | 503 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 56,578 | 0.27 | 5,823 | -0.27 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 14,804 | 1,523 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 3,371 | 2.15 | 347 | 1.47 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 61,856 | 6,365 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 145,384 | 18.72 | 14,961 | 18.07 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 16,477 | 41.32 | 2 | 0.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 99,191 | 3.68 | 10,263 | 6.64 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 2,345 | 14.78 | 241 | 14.22 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 47,664 | 4,905 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 5,837 | 601 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 15,629 | 77.36 | 1,608 | 76.51 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 360,069 | 15.16 | 37,055 | 14.54 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 12,815 | 1,319 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 66,073 | 7.27 | 6,800 | 6.68 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 64,887 | 2.91 | 6,677 | 2.35 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 6,469 | 24.19 | 664 | 24.11 | ||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 6,164 | 638 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9,313 | 83.76 | 954 | 83.11 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 6,346 | 25.32 | 657 | 28.88 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4,500 | 50.00 | 463 | 49.35 | |||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 4,686 | 482 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 94,135 | 106.62 | 9,687 | 105.49 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 2,454 | 253 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 264,684 | 2.17 | 27,159 | 1.43 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 15,015 | 569.71 | 1,545 | 568.83 | ||||
| 2025-08-07 | 13F | PFG Advisors | 13,003 | 1,338 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 155,418 | 37.55 | 15,994 | 36.81 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 2,394 | 246 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 41,614 | 4,283 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 52,536 | 181,058.62 | 5,407 | 180,100.00 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 3,607 | 371 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7,179 | 13.90 | 739 | 13.19 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3,561 | 0.06 | 366 | -0.54 | ||||
| 2025-06-26 | NP | TCTMX - Transamerica ClearTrack 2035 R3 | 41,274 | 4,272 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 589,025 | 50.81 | 60,617 | 49.99 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 39,083 | 4,026 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,178 | 0.32 | 224 | 0.00 | ||||
| 2025-08-26 | NP | PPI - AXS Astoria Inflation Sensitive ETF | 22,225 | 19.79 | 2,287 | 19.18 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 5,103 | 6.96 | 525 | 6.49 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 120,369 | 12,387 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 152,982 | 5.08 | 15,829 | 10.05 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 25,323 | 2,606 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,883,812 | 79.71 | 296,773 | 78.74 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 23,741 | 186.14 | 2,443 | 184.73 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 150,337 | 2,318.16 | 15 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11,858 | 351.56 | 1,220 | 350.18 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 219,485 | 1.19 | 22,587 | 0.64 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 1,276 | 26.84 | 131 | 25.96 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 153,601 | 823.58 | 16 | 1,400.00 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 514,602 | 6.57 | 52,958 | 5.99 | ||||
| 2025-03-27 | NP | TDITX - Transamerica ClearTrack 2025 R1 | 47,417 | 43.10 | 4,813 | 44.20 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 242,307 | 19.20 | 24,936 | 18.56 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 120,498 | 12,400 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 3,109 | 17.06 | 320 | 16.42 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 4,404 | 4.16 | 453 | 3.66 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 704 | 1.59 | 72 | 1.41 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 33,338 | 5.53 | 3,313 | 1.38 | ||||
| 2025-06-27 | NP | KEAT - Keating Active ETF | 261,753 | 2.99 | 27,091 | 5.02 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,327 | 4.85 | 445 | 4.22 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4,006,464 | 4.82 | 412 | 4.30 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2,027,657 | 3.58 | 208,666 | 3.02 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 52,559 | 161.94 | 5,409 | 160.50 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 48 | 5 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 37,189 | 26.79 | 3,827 | 26.14 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4,529 | 466 | ||||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 15,149 | 9.41 | 1,568 | 11.53 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 25,600 | 2,634 | ||||||
| 2025-06-26 | NP | TCTQX - Transamerica ClearTrack 2040 R3 | 35,011 | 3,624 | ||||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 6,794 | 3.63 | 696 | 3.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 6,170 | 9.38 | 635 | 8.75 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 2,009 | 207 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 398,190 | 28.40 | 40,978 | 27.70 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 72,615 | 12.02 | 7,473 | 11.41 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 19,106 | 1,071.43 | 2 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6,876 | 6.54 | 708 | 6.00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 101,560 | 0.38 | 10,452 | -0.17 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 5,439 | 560 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10,718 | 28.41 | 1,103 | 27.81 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 34,655 | 9.18 | 3,566 | 8.59 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 215,032 | 3.32 | 22,129 | 2.75 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 67,358 | 1.99 | 6,932 | 1.43 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 19,563 | 324.08 | 2,013 | 322.01 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 34,839 | 3.92 | 3,585 | 3.37 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 40,973 | 11.68 | 4,216 | 11.06 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 47,325 | 0.21 | 4,870 | -0.33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 822 | 85 | ||||||
| 2025-06-26 | NP | TCTUX - Transamerica ClearTrack 2050 R3 | 9,606 | 994 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3,512 | 361 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 217 | 22 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 435,897 | 1,229.12 | 44,858 | 1,222.07 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 3,738 | 385 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,051 | 1.34 | 520 | 0.78 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 7,670 | 254.11 | 789 | 252.23 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 2,750 | 283 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 1,474 | 53.70 | 152 | 52.53 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 225 | 102.70 | 23 | 109.09 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2,444 | 252 | ||||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 36,016 | 86.36 | 4 | 50.00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 79 | 8 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 4,540 | 467 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,183 | 14.97 | 122 | 14.15 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 5,919 | 36.16 | 609 | 35.63 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 200 | 21 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2,815 | 37.32 | 0 | |||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 7,239 | 745 | ||||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 276,603 | 1.60 | 28,465 | 1.05 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 82,328 | 10,191.00 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 83 | 9 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 38,338 | 3,945 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 60,836 | 302.89 | 6,261 | 300.77 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 17,944 | 1,847 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 121 | 0 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 122,085 | 2.72 | 12,564 | 2.16 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 6,314 | 13.52 | 650 | 12.87 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 270 | 28 | ||||||
| 2025-05-30 | NP | GPICX - GuidePath(R) Conservative Income Fund | 12,660 | 1,310 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 17,730 | 3.68 | 1,817 | 2.66 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 30,956 | 13.29 | 3,176 | 12.46 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 3,998 | 651.50 | 411 | 647.27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34,884 | 63.18 | 3,590 | 62.25 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 45,592 | 5.24 | 4,692 | 4.66 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 155 | 19.23 | 0 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 25,621 | 9.10 | 2,637 | 9.15 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 11,833 | 1,218 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 159,381 | 1.29 | 16,332 | 1.40 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 7,440 | 766 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 37 | 48.00 | 4 | 50.00 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 114,263 | 11,759 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3,355 | 1.76 | 345 | 1.17 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 6,174 | 635 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 6,170 | 624 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 13,009 | 5.12 | 1,340 | 133,900.00 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 31,231 | 3,214 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,772 | 285 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,787,537 | 31.61 | 183,956 | 30.90 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 103,466 | 1.76 | 10,648 | 1.21 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 30,212 | 1.60 | 3,109 | 1.07 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 40,217 | 23.25 | 4,139 | 22.57 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 743,770 | 0.32 | 76,541 | -0.23 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 176,562 | 6.80 | 18,170 | 6.22 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 105,705 | 2.09 | 10,878 | 1.54 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 10,396 | 1,070 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 4,698 | 483 | ||||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 19,514 | 2,008 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 808,808 | 9.21 | 83,234 | 8.62 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 25,839 | 2,659 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 20,205 | 1.39 | 2,079 | 0.87 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 166,306 | 17,115 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,593 | 33.80 | 1,090 | 33.09 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 4,422 | 455 | ||||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 20,079 | 25.70 | 2,062 | 25.73 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 168,147 | 7.35 | 17,304 | 6.76 | ||||
| 2025-08-28 | NP | EDGH - 3EDGE Dynamic Hard Assets ETF | 173,211 | 42.38 | 17,825 | 41.61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,245,078 | 356.21 | 333,946 | 353.74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 50,194 | 50.48 | 5,165 | 49.67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 7,432 | 2.24 | 765 | 1.60 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,327 | 236.80 | 136 | 240.00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 21,666 | 2,230 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3,849 | 14.96 | 396 | 14.45 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2050 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,385 | 966 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13,352 | 4.61 | 1,374 | 4.09 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 53,352 | 11.58 | 5,490 | 10.98 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 51,825 | 6.43 | 5,333 | 5.86 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 61,008 | 14.73 | 6,278 | 17.37 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 243,861 | 85.46 | 25,076 | 84.76 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 266,709 | 1.25 | 27,447 | 0.70 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 | 0 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 384 | 0.52 | 40 | 0.00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 13,982 | 167.44 | 1,439 | 166.30 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 267,802 | 13.87 | 27,506 | 13.86 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 3,628 | 36.19 | 373 | 35.64 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 7,197 | 157.68 | 741 | 159.09 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 32,846 | 22.58 | 3,380 | 21.93 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14,287 | 1,470 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 48,281 | 1.52 | 4,969 | 2.31 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 119,830 | 14.35 | 12,308 | 14.33 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 2,815 | 290 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 446,650 | 21.30 | 45,965 | 20.64 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 249 | 26 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4,292 | 35.48 | 442 | 34.86 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 80,812 | 11.94 | 8,316 | 11.34 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 52,465 | 8.08 | 5,399 | 7.51 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 211,956 | 21,812 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 101,207 | 10.50 | 10,415 | 9.90 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 2,399 | 1.18 | 247 | 0.41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 321,093 | 223.10 | 33,131 | 222.12 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 102,131 | 10,510 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1,034 | 1.57 | 106 | 0.95 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,852 | 24.54 | 705 | 23.90 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 112,278 | 5,093.25 | 11,555 | 5,081.17 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 5,459 | 8.14 | 562 | 7.47 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 2,565 | 264 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 491 | 6.51 | 51 | 6.38 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 22,317 | 11.40 | 2,297 | 10.81 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 71,513 | 29.46 | 7,359 | 28.77 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 267,611 | 539.67 | 27,540 | 536.30 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 4,731 | 3.84 | 487 | 3.18 | ||||
| 2025-03-27 | NP | TCRTX - Transamerica ClearTrack 2040 R1 | 27,208 | 36.50 | 2,762 | 37.57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,615,034 | 71.10 | 166,203 | 70.18 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 | 0 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 184,187 | 1.13 | 18,955 | 0.58 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 697 | -13.09 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 904 | 155.37 | 93 | 155.56 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 3,398 | 66.49 | 350 | 65.40 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,014 | 104 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 162,378 | 11.29 | 16,710 | 13.85 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,024,720 | 13.91 | 208,364 | 13.29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 218,915 | 5.75 | 22,529 | 5.17 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9,805 | 73.88 | 1,009 | 73.07 | ||||
| 2025-03-27 | NP | TCITX - Transamerica ClearTrack Retirement Income R1 | 125,603 | 222.64 | 12,749 | 225.12 | ||||
| 2025-03-27 | NP | TCSOX - Transamerica ClearTrack 2060 Class R1 | 802 | 19.35 | 81 | 20.90 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7,337 | 68.63 | 755 | 67.78 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,951 | 11.11 | 304 | 10.58 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 10,095 | 4.80 | 1,039 | 4.22 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 2,838 | 291 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 3,034 | 312 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6,333 | 8.85 | 652 | 8.14 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3,039 | 313 | ||||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 13,414 | 2.64 | 1,380 | 2.07 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 3,094 | 1.51 | 318 | 0.95 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 6,600 | 120.00 | 679 | 119.03 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 49,364 | 2.05 | 5,080 | 1.50 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7,679 | 8.75 | 790 | 8.22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 131,253 | 14 | ||||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 6,804 | 6.23 | 700 | 5.74 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 23,376 | 6.08 | 2,406 | 5.48 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 598,673 | 10.36 | 61,432 | 9.80 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 35,915 | 24.74 | 3,696 | 24.07 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 928,140 | 2.64 | 95,515 | 2.08 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 25,050 | 2.90 | 2,578 | 2.34 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 6,151 | 0.05 | 633 | -0.63 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 508,917 | 2.65 | 52,373 | 2.10 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 62 | 6 | ||||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 103,001 | 10,600 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 7,127 | 9.09 | 733 | 8.59 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 303,796 | 34.42 | 31,443 | 37.07 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 50,000 | 5,136 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 8 | 1 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 99,361 | 1,592.12 | 10,225 | 1,584.51 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4,018 | 9.04 | 399 | 9.92 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 136,074 | 2.58 | 14,003 | 2.03 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 18,507 | 17.97 | 1,905 | 17.31 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 621,236 | 1.76 | 63,931 | 1.21 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 9,059 | 932 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 2,290 | 236 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22,163 | 13.83 | 2 | 0.00 | ||||
| 2025-03-27 | NP | TRNTX - Transamerica ClearTrack 2050 R1 | 8,320 | 24.55 | 844 | 25.60 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 15,244 | 0.80 | 1,569 | 0.26 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 28,536 | 10.09 | 2,937 | 9.51 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 641,945 | 0.48 | 66,063 | -0.07 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 25,744 | 40.47 | 2,648 | 40.65 | ||||
| 2025-06-26 | NP | TCTKX - Transamerica ClearTrack 2025 R3 | 60,851 | 6,298 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 195,859 | 27.89 | 20 | 33.33 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 37,928 | 3,903 | ||||||
| 2025-08-14 | 13F | State Street Corp | 641,945 | 0.48 | 66,063 | -0.07 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 6,033 | 621 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 10,988 | 1,127 | ||||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 2,584 | 266 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 180,096 | 1,556.06 | 18,534 | 1,547.38 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 132,857 | 0.42 | 13,672 | -0.12 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 101,739 | 3.98 | 10,470 | 3.41 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 27,056 | 202.94 | 2,784 | 201.30 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 21,431 | 0.29 | 2,205 | -0.23 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 6,505 | 11.41 | 669 | 10.76 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 5,794 | 45.80 | 596 | 45.01 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3,645 | 0 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 3,208 | 330 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 17,478 | 1,799 | ||||||
| 2025-03-27 | NP | TCTOX - Transamerica ClearTrack 2055 Class R1 | 1,394 | 57.87 | 141 | 60.23 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 8,310 | 28.32 | 855 | 27.61 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 236,001 | 0.49 | 24,287 | -0.05 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 7,426 | 189.29 | 764 | 188.30 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 11,090 | 1,141 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 256,033 | 0.68 | 26,348 | 0.13 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 7 | 1 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 4,326 | 445 | ||||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 25,437 | 1.54 | 2,618 | 0.96 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 12,051 | 56.67 | 1,240 | 55.97 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 1,116,519 | 2.11 | 114,885 | 1.55 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 3,766 | 2.78 | 390 | 5.71 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 18,537 | 18.93 | 1,904 | 18.79 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 21,508 | 185.14 | 2,213 | 183.72 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 3,593 | 370 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 16,690 | 664.54 | 1,718 | 663.11 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 7,089 | 22.39 | 730 | 21.70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17,601 | 28.44 | 1,811 | 31.42 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 10,200 | 1,049 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 48,472 | 118.86 | 4,988 | 117.72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 789,010 | 34.76 | 81,254 | 34.13 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 4,704 | 484 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 124,132 | 25.14 | 12,774 | 24.47 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 36,043 | 1,211.13 | 3,709 | 1,205.99 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 19 | 2 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2,626 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 194 | 37.59 | 20 | 35.71 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 37 | 4 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 | 300.00 | 0 | |||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 2,952 | 304 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25,884 | 704.35 | 2,664 | 702.11 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 982 | 101 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 97 | 19.75 | 10 | 25.00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 117,700 | 43.64 | 12,113 | 46.92 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 136 | 14 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 3,786 | 4,948.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 53,818 | 273.14 | 6 | 400.00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 35,229 | 108.41 | 3,625 | 107.26 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 23,644 | 747.15 | 2,431 | 744.10 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 29 | 3 | ||||||
| 2025-06-26 | NP | TCTLX - Transamerica ClearTrack 2030 R3 | 47,279 | 4,893 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 872 | 14.44 | 90 | 14.10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 61,251 | 79.32 | 6,303 | 78.35 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 4,631 | 476 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 27,154 | 6.55 | 3 | 0.00 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 54,008 | 18.93 | 5,558 | 18.28 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 60,277 | 71.45 | 6,203 | 70.55 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14,889 | 110.33 | 1,532 | 109.29 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 31 | -3.23 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 23,184 | 2,386 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 2,394 | 245 | ||||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 26,360 | 2.15 | 2,713 | 1.57 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,640 | 1.15 | 1,198 | 0.59 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 195,163 | 1.93 | 20,084 | 1.38 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 51,241 | 1.63 | 5,273 | 1.07 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 11,309 | 1,164 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 513,987 | 4.27 | 52,894 | 3.71 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 208,041 | 334.46 | 21,409 | 335.14 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 88,520 | 0.69 | 9,110 | 0.14 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 100 | 10 | ||||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 9,016 | 928 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19,133 | 482.44 | 1,969 | 480.53 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 5,262 | 28.37 | 539 | 28.03 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 8,701 | 28.33 | 895 | 27.67 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4,501 | 9.59 | 463 | 9.20 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 12,037 | 13.80 | 1,239 | 13.16 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 5,846 | 3.84 | 602 | 3.26 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 69,877 | 47.87 | 7,191 | 47.09 | ||||
| 2025-04-15 | 13F | Collier Financial | 62 | 6 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12,594 | 11.45 | 1,296 | 10.86 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1,624 | -2.87 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7,970 | 818 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 626,520 | 64,472 | ||||||
| 2025-03-27 | NP | TCHDX - Transamerica ClearTrack 2035 R6 | 37,312 | 43.06 | 3,787 | 44.16 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,603 | 131.81 | 1,095 | 131.78 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 189,372 | 55.76 | 19,489 | 54.91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12,256 | 13.35 | 1,261 | 12.79 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,443 | 8.92 | 251 | 8.19 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 36,078 | 140.46 | 3,712 | 139.18 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1,023,587 | 9.63 | 105,337 | 9.04 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 25,592 | 2,634 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 8,525 | 877 | ||||||
| 2025-06-26 | NP | TCTTX - Transamerica ClearTrack 2045 R3 | 18,809 | 1,947 | ||||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 27,242 | 19.72 | 2,803 | 19.07 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 22,919 | 2,359 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 163,757 | 16,852 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 10,197 | 1,049 | ||||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1,839 | 90.18 | 189 | 89.00 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 5,138 | 39.54 | 529 | 38.95 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 14,545 | 3.55 | 1,497 | 2.96 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 29,504 | 6.75 | 3,036 | 6.19 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,646 | 109.34 | 272 | 109.23 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8,302 | 11.14 | 857 | 10.88 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 31,755 | 3,268 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 986,933 | 7.06 | 101,565 | 6.48 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 59,210 | 26.44 | 6,093 | 25.76 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 16,988 | 1.37 | 1,748 | 0.87 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 5,244 | 2.32 | 540 | 1.70 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 220 | 8.91 | 0 | |||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 197,185 | 1.42 | 20,292 | 0.87 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 2,200 | 226 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 53,686 | 1.91 | 5,525 | 1.36 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9,583 | 29.40 | 986 | 28.72 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 47,049 | 6.50 | 4,842 | 5.93 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2,188 | 225 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53,786 | 20.90 | 5,535 | 20.25 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4,857 | 2.92 | 500 | 2.25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 46,673 | 56.54 | 4,803 | 55.69 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 2,838 | 1.54 | 292 | 1.04 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7,375 | 378.27 | 759 | 376.73 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1,981 | 204 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 5,541 | 570 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 499,794 | 16.21 | 51,434 | 15.58 | ||||
| 2025-03-27 | NP | TCPTX - Transamerica ClearTrack 2045 R1 | 13,666 | 35.29 | 1,387 | 36.38 | ||||
| 2025-08-07 | 13F | Keating Investment Counselors Inc | 560,198 | 10.93 | 57,650 | 10.33 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 2,192 | 226 | ||||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 15,217 | 30.69 | 1,566 | 29.98 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 205,736 | 104.31 | 21,172 | 103.21 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 209 | 231.75 | 22 | 250.00 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2045 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,213 | 18.45 | 1,771 | 17.83 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10,407 | 20.84 | 1,071 | 20.09 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 3,573 | 368 | ||||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 188,220 | 10.57 | 19 | 11.76 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 344,830 | 13.75 | 35,486 | 13.13 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 17,488 | 247.60 | 1,800 | 245.96 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 2,128 | 219 | ||||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 42,154 | 1.92 | 4,338 | 1.38 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 15,220 | 206.48 | 1,566 | 205.26 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 12,668 | 16.93 | 1,304 | 16.24 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 245 | 0 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 223,857 | 1.20 | 23,037 | 0.65 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 7 | 1 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 14,890 | 3.36 | 1,532 | 2.82 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4,334 | 446 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3,086 | 53.38 | 318 | 52.40 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1,240 | 93.75 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 436 | 39.30 | 45 | 37.50 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 9,913 | 126.43 | 1,020 | 125.17 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 2,912 | 300 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 148,850 | 1.35 | 15,318 | 0.80 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,672 | 138.49 | 481 | 143.65 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 246,903 | 8.83 | 25,283 | 7.70 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 28,441 | 2,927 | ||||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 2,000 | 206 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 4,197 | 1.67 | 432 | 0.94 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3,155 | 29.04 | 325 | 28.57 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 159,895 | 0.03 | 16,455 | -0.51 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3,312 | 60.39 | 341 | 59.62 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 64,796 | 0.03 | 6,668 | -0.51 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 2,400 | 247 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 428 | 45.08 | 44 | 46.67 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 183,820 | 1.38 | 18,917 | 0.83 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 5,895 | 607 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 51,992 | 6.38 | 5,351 | 5.79 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 2,652 | 273 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 10,362 | 79.83 | 1,066 | 78.86 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 90,070 | 25.57 | 9,269 | 24.90 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 110,817 | 0.74 | 11,404 | 0.20 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 50,678 | 23.16 | 5,215 | 22.50 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 72 | 7 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 387,831 | 1.94 | 39,912 | 1.38 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 7,444 | 766 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5,108 | 4.31 | 526 | 3.75 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 85,928 | 32.11 | 8,843 | 31.38 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 19,055 | 2.89 | 1,961 | 2.30 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 3,213 | 1.10 | 331 | 0.61 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 55,522 | 59.39 | 6 | 66.67 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 126,493 | 1.47 | 13,017 | 0.92 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2,275 | 234 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 2,258 | 232 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 93,538 | 18.54 | 9,626 | 17.90 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 421 | 43 | ||||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 1,388 | 17.43 | 144 | 20.17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,543,492 | 34.14 | 158,841 | 33.42 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 699 | 507.83 | 72 | 545.45 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 5,256 | 541 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 28,540 | 2,937 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 14,917 | 239.02 | 1,535 | 237.36 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 19,121 | 18.32 | 1,968 | 17.64 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 21,826 | 2,246 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 24,926 | 1.60 | 2,565 | 1.06 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 12,696 | 4.80 | 1,307 | 4.23 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 2,110 | 217 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 13,842 | 318.06 | 1,424 | 316.37 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 206,019 | 344.54 | 21,201 | 342.15 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10,615 | 24.20 | 1,092 | 23.53 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2,797 | 0.47 | 288 | -0.35 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 19,066 | 1,962 | ||||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 1,433 | 2.95 | 148 | 4.96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7,389 | 3.56 | 760 | 2.98 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,638 | 580 | ||||||
| 2025-08-12 | 13F | BWM Planning, LLC | 2,416 | 5.73 | 249 | 5.08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 37,985 | 55.66 | 3,905 | 54.84 | ||||
| 2025-06-26 | NP | TCTZX - Transamerica ClearTrack Retirement Income R3 | 118,146 | 12,228 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 138,405 | 57.76 | 14,243 | 56.91 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 6,557 | 4.33 | 675 | 3.69 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 93,127 | 1.13 | 9,584 | 0.58 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 5,429 | 10.05 | 559 | 9.41 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 48,641 | 26.36 | 5,006 | 25.69 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 39,977 | 22.68 | 4,114 | 22.04 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 171 | 1.79 | 18 | 0.00 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 7,753 | 1,396.72 | 798 | 1,403.77 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 13,400 | 1,379 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 65,136 | 32.86 | 6,703 | 32.16 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2,128 | 1.43 | 219 | 0.92 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 13,148 | 1.49 | 1,353 | 0.97 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 17,220 | 9.14 | 1,774 | 9.51 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 64,696 | 6.46 | 6,658 | 5.87 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1,594 | 1.59 | 164 | 0.62 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 152 | 16 | ||||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 4,143 | 426 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 210 | 27.27 | 22 | 23.53 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 17,365 | 3.07 | 1,787 | 2.52 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24,924 | 383.59 | 2,565 | 381.05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,636 | 3,380.85 | 168 | 4,100.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23,510 | 6.54 | 2,419 | 5.96 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 16,472 | 1,695 | ||||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 2,750 | 283 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 17,730 | 18 | ||||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 4,630 | 476 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1,028 | 722.40 | 106 | 775.00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,446 | 33.84 | 458 | 33.24 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 5,218 | 1.32 | 537 | 0.94 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 3,400 | 1.86 | 350 | 1.16 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 11,906 | 1,224 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 8,438 | 868 |
