Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Index Funds - Vanguard Mid-Cap Value ETF meliputi Picton Mahoney Asset Management, Gladwyn Financial Advisors, Inc., TBFG - The Brinsmere Fund - Growth ETF, Midwest Trust Co, TBFC - The Brinsmere Fund - Conservative ETF, Prism Advisors, Inc., Kingstone Capital Partners Texas, LLC, Capitolis Liquid Global Markets LLC, rebel Financial LLC, Anchor Pointe Wealth Management, LLC, Tableaux Llc, Summit Wealth Group Llc / Co, Peirce Capital Management, LLC, Forefront Analytics, LLC, Ibex Wealth Advisors, L2 Asset Management, LLC, Vise Technologies, Inc., Northwest & Ethical Investments L.P., XY Planning Network, Inc., dan Principle Wealth Partners 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Baring Financial LLC | 33,426 | 3.99 | 5,497 | 6.53 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 1,220 | 201 | ||||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 11,175 | 1,803 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 104,261 | 3.79 | 17 | 6.25 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 357 | 59 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 14,679 | 7.27 | 2,414 | 9.93 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 60,337 | 0.05 | 9,923 | 2.50 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 2,876 | 31.26 | 473 | 34.47 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 18,125 | 0.36 | 2,981 | 2.79 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 1,200 | 1.27 | 197 | 3.68 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,733 | 4.85 | 943 | 7.41 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 49 | 8 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 56,355 | 21.61 | 9,268 | 24.59 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 4,138 | 2.05 | 681 | 4.45 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4,426 | 728 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 3,057 | 3.59 | 509 | 17.01 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 3,201 | 526 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 135,986 | 7.61 | 22,364 | 10.24 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 45,237 | 12.27 | 7 | 16.67 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 94 | 15 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2,222 | 43.17 | 365 | 46.59 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8,927 | 15.31 | 1,468 | 18.01 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 1,705 | 14.05 | 280 | 17.15 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 43,933 | 2.96 | 7,053 | 2.19 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 407 | 67 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 25,254 | 3.15 | 4,153 | 5.67 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 31,373 | 1.29 | 5,160 | 3.76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,610,461 | 0.79 | 758,237 | 3.25 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 136 | 23 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1,616 | 0.06 | 266 | 2.32 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2,389 | 48.66 | 393 | 52.53 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,248 | 205 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1,324 | 18,814.29 | 218 | -32.19 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2,268 | 373 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 1,388 | 0.51 | 228 | 3.17 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 28,690 | 13.20 | 4,718 | 31.24 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1,316 | 216 | ||||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 3,333 | 0.15 | 548 | 2.62 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 25,546 | 395.56 | 4,201 | 404.32 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 22 | 4 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 3,634 | 0.44 | 598 | 2.93 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2,319 | 0.78 | 381 | 3.25 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 19 | 3 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6,939 | 7.61 | 1,141 | 10.24 | ||||
| 2025-08-12 | 13F | Bokf, Na | 68,535 | 8.52 | 11,271 | 11.16 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 23,200 | 3,815 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4,260 | 9.15 | 701 | 11.82 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 309,883 | 4.91 | 50,963 | 7.47 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 24,176 | 44.18 | 3,976 | 47.75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 587,936 | 3.77 | 96,693 | 6.36 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 2,213 | 56.73 | 370 | 74.88 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 135,259 | 4.48 | 22,245 | 7.02 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 28,896 | 4 | ||||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 2,758 | 6.00 | 454 | 8.63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 35,246 | 6.56 | 5,797 | 9.15 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 76,488 | 19.95 | 12,579 | 22.89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 624,697 | 2.96 | 102,738 | 5.48 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5,477 | 9.91 | 901 | |||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 20,575 | 5.43 | 3,303 | 2.58 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 6,685 | 1,099 | ||||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 2,354 | 41.47 | 387 | 44.94 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2,536 | 2.55 | 417 | 5.30 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 234,094 | 4.86 | 38,499 | 7.43 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 528 | 0 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 18,990 | 0.77 | 3,123 | 3.24 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 248,134 | 5.88 | 40,808 | 8.47 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 6 | 1 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4,261 | 76.59 | 701 | 80.88 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 2,163 | 0.09 | 357 | 3.18 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 2,032 | 5.07 | 334 | 7.74 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 7,328 | 14.11 | 1,205 | 16.88 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 3,074 | 1.25 | 506 | 3.70 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 55,587 | 13.50 | 9,284 | 18.09 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 90,638 | 26.26 | 14,906 | 29.35 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 10,767 | 247.88 | 1,771 | 256.85 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 69,236 | 964.84 | 11,387 | 991.66 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 8,679 | 14.59 | 1,427 | 17.35 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 9,750 | 0.62 | 1,603 | 3.09 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 201,591 | 22.16 | 33,154 | 25.14 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 15,244 | 2.00 | 2,507 | 4.50 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 7,426 | 10.94 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7,977 | 0.43 | 1,312 | 2.82 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 116 | 19 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4,570 | 8.81 | 752 | 11.42 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 4,077 | 0.74 | 671 | 3.24 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 550 | 229.34 | 90 | 246.15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 123,581 | 91.71 | 20 | 100.00 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 7,851 | 1,291 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2,674 | 6.45 | 440 | 8.93 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28,283 | 16.33 | 4,651 | 19.16 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 7,490 | 1.86 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5,291 | 14.20 | 874 | 17.50 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 85 | 14 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 6,143 | 1,010 | ||||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 6,826 | 1,123 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2,250 | 370 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 111,470 | 348.66 | 18,332 | 359.68 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 227,073 | 27.83 | 37,541 | 31.64 | ||||
| 2025-07-07 | 13F | Trust Co | 250,916 | 2.23 | 41,266 | 4.73 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 8,721 | 80.60 | 1,434 | 85.03 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 21 | 3 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3,859 | 0.86 | 635 | 3.26 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 37,494 | 0.32 | 6,166 | 2.78 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4,872 | 53.74 | 804 | 58.27 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 25,908 | 3.09 | 4,261 | 5.60 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 3,300 | 543 | |||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 12,066 | 1.47 | 1,984 | 3.93 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 38,524 | 15.07 | 6,336 | 16.97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 57,534 | 0.41 | 9,462 | 2.86 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 1,925 | 24.43 | 317 | 27.42 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24,368 | 5.33 | 4,028 | 8.48 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 22,578 | 13.87 | 3,713 | 16.65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28,643 | 113.23 | 4,711 | 118.46 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35,634 | 4.05 | 5,860 | 6.60 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 171,565 | 13.54 | 28,216 | 16.31 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 2,226 | 0.32 | 366 | 2.81 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4,126 | 679 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 5,966 | 986 | ||||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 1,586 | 2.92 | 261 | 5.26 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 14,581 | 26.97 | 2,353 | 27.62 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 2,711 | 0.52 | 446 | 3.01 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 1,862 | 23.39 | 306 | 26.45 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 41,503 | 5.88 | 6,826 | 8.45 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 4,915 | 0.14 | 808 | 2.67 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 27,000 | 3.90 | 4,440 | 6.45 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 4,890 | 5.30 | 804 | 7.92 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 168,612 | 2.97 | 27,730 | 5.48 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 1,321 | 217 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 2,692 | 56.24 | 443 | 60.14 | ||||
| 2025-08-14 | 13F | Bank of Marin | 2,511 | 413 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 30,822 | 82.01 | 5,069 | 86.50 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 1,854 | 305 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 28,844 | 16.10 | 4,744 | 18.93 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2,603 | 1.92 | 428 | 4.39 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2,875 | 4.36 | 473 | 6.79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,266 | 22.48 | 702 | 25.40 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 15 | 2 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 910 | 13.89 | 150 | 16.41 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 35,970 | 1.30 | 5,916 | 3.77 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 8,890 | 35.64 | 1,462 | 38.97 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 48,981 | 109.74 | 8 | 166.67 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 719 | 0.56 | 118 | 3.51 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 25,579 | 4.68 | 4,207 | 7.24 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 25,533 | 81.14 | 4,205 | 85.77 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1,872 | 308 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 1,637 | 0.24 | 269 | 2.67 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2,087 | 343 | ||||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 14,305 | 257.09 | 2,388 | 271.23 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 32,246 | 14.52 | 5,303 | 17.32 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 21,135 | 3,476 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 29,178 | 5.30 | 4,901 | 122,400.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,696 | 18.82 | 443 | 21.70 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 984,816 | 6.08 | 161,839 | 8.56 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 1,599 | 0.76 | 263 | 3.54 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 275,680 | 3.53 | 45,338 | 6.06 | ||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 4,500 | 740 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,239 | 51.39 | 368 | 55.27 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 105,243 | 0.50 | 17,308 | 2.96 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 14,460 | 4.12 | 2,378 | 6.68 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10,240 | 10.58 | 1,644 | 9.82 | ||||
| 2025-08-14 | 13F | Fmr Llc | 883,771 | 1.32 | 145,345 | 3.79 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 45,610 | 3.69 | 7,501 | 6.23 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 144,648 | 2.40 | 23,790 | 4.90 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 11,010 | 152.87 | 1,811 | 159.31 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 6,588 | 14.67 | 1,084 | 17.46 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 45,741 | 4.29 | 7,523 | 6.83 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 409 | 1.74 | 67 | 4.69 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,223 | 5.16 | 202 | 8.60 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 93 | 15 | ||||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 1,442 | 0.84 | 237 | 3.49 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5,965 | 3.45 | 981 | 6.05 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7,962 | 0.28 | 1,312 | 2.90 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5,449 | 12.70 | 912 | 17.53 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 462,974 | 11.24 | 76,154 | 13.95 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1,705 | 0.35 | 280 | 2.94 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 5,099 | 839 | ||||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 26,353 | 3.75 | 4,334 | 6.30 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 87,980 | 9.02 | 14,497 | 11.89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 644,364 | 6.52 | 105,973 | 9.12 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 14,217 | 0.82 | 2,338 | 3.31 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 17,743 | 2,943 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 1,266 | 208 | ||||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 87,606 | 2.79 | 14,408 | 5.30 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 2,837 | 1.10 | 467 | 3.56 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 38,009 | 1.44 | 6,251 | 3.91 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 3,650 | 4.92 | 600 | 7.53 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 73 | 46.00 | 12 | 37.50 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 1,359 | 224 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 42,197 | 3.43 | 7,047 | 7.59 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7,485 | 93.96 | 1,257 | 103.07 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4,477 | 20.80 | 736 | 23.70 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 647 | 0.15 | 58 | -1.72 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 62,564 | 8.50 | 10,289 | 11.15 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 749 | 8.71 | 124 | 11.82 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 20,984 | 0.19 | 3,451 | 2.62 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 667,416 | 97.57 | 109,763 | 102.39 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 29,338 | 0.52 | 4,825 | 2.97 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 22,771 | 0.60 | 3,745 | 3.06 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 9,807 | 28.45 | 1,613 | 31.59 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,793 | 9.40 | 295 | 11.79 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1,919 | 6.55 | 316 | 9.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 167,618 | 19.12 | 28 | 22.73 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24,995 | 7.53 | 4,111 | 10.16 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 169,666 | 2.25 | 27,903 | 4.75 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 1,463 | 241 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 316 | 17.91 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 34 | 6 | ||||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 84,983 | 9.13 | 13,976 | 11.79 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 40,892 | 0.85 | 6,725 | 3.32 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,063,962 | 3.64 | 174,979 | 6.17 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 5,405 | 87.87 | 889 | 92.62 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16,662 | 3 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 67,639 | 5.19 | 11,124 | 7.76 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5,562 | 56.63 | 915 | 60.35 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 4,747 | 1.28 | 781 | 3.72 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 4,805 | 75.81 | 790 | 80.37 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 3,545 | 7.55 | 584 | 10.19 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 35,982 | 0.08 | 5,918 | 2.53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 35,617 | 43.76 | 5,858 | 46.17 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10,208 | 12.92 | 1,679 | 15.64 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 7,151 | 2.22 | 1,176 | 4.72 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7,176 | 7.17 | 1,180 | 9.87 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 21,233 | 182.81 | 3,492 | 189.71 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 614 | -4.96 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 88,220 | 21.69 | 14,509 | 24.66 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 5,738 | 4.18 | 921 | 3.37 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3,823 | 15.43 | 629 | 18.27 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 30,822 | 3.81 | 5,069 | 6.34 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16,523 | 2.50 | 2,717 | 5.03 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 10,968 | 0.82 | 1,804 | 3.26 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 42,270 | 1.05 | 6,952 | 3.51 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 43,957 | 32.19 | 7,229 | 35.43 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 46,462 | 7.63 | 7,641 | 10.26 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 18,150 | 0.30 | 2,985 | 2.75 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 148,832 | 8.86 | 24,477 | 11.51 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 182,825 | 16.35 | 30,067 | 19.19 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 13,627 | 2.19 | 2,241 | 4.72 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3,880 | 2.65 | 638 | 5.28 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 17,859 | 2.61 | 2,937 | 5.12 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3,502 | 78.49 | 576 | 82.86 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 1,742 | 286 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 16,963 | 2,804 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 53,219 | 8,752 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,579,152 | 4.92 | 424,167 | 7.48 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1,500 | 5.63 | 247 | 8.37 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 2,532 | 29.51 | 420 | 45.49 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 1,764 | 292 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1,416 | 2.98 | 233 | 5.45 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 42,922 | 17.83 | 7,059 | 20.71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 281 | 2,454.55 | 45 | 4,400.00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4,755 | 13.89 | 782 | 16.57 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13,567 | 5.24 | 2,231 | 7.83 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 11,818 | 0.05 | 1,944 | 2.53 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10,702 | 16.17 | 1,760 | 18.12 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23,200 | 3,815 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 212 | 45.21 | 35 | 47.83 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7,449 | 1.47 | 1,231 | 4.50 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 4,502 | 27.10 | 740 | 30.28 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 21,384 | 3.69 | 3,517 | 6.22 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 1,578 | 0.64 | 260 | 3.19 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 70,358 | 124.95 | 11,571 | 130.45 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 795,512 | 7.33 | 130,830 | 9.95 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1,190 | 202 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 20,329 | 3.43 | 3,343 | 5.96 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 22,541 | 8.04 | 3,707 | 10.69 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,260 | 197.54 | 1,194 | 205.37 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 45,353 | 7.89 | 7,281 | 7.09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 110,713 | 39.29 | 18,214 | 44.21 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 19,835 | 5.23 | 3,262 | 7.80 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 170,565 | 3.25 | 28,051 | 5.77 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 11,357 | 30.39 | 1,868 | 33.55 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 44,412 | 19.14 | 7,304 | 22.06 | ||||
| 2025-08-13 | 13F | Kennedy Capital Management, Inc. | 1,260 | 207 | ||||||
| 2025-05-30 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 44,901 | 7,208 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,948 | 16,350.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1,424 | 234 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 183,769 | 32.32 | 30,223 | 35.55 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 26,530 | 0.39 | 4,363 | 2.85 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1,295 | 213 | ||||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 2,452 | 1.36 | 403 | 3.87 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 287,182 | 6.00 | 47,230 | 8.59 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 54,548 | 1.64 | 8,971 | 4.13 | ||||
| 2025-05-30 | NP | TBFG - The Brinsmere Fund - Growth ETF | 54,889 | 8,812 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 20,381 | 1.60 | 3,352 | 4.07 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 65,935 | 2.95 | 10,844 | 5.47 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 7,875 | 2.15 | 1,295 | 4.69 | ||||
| 2025-08-14 | 13F | Wallace Hart LLC | 293 | 48 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 89,300 | 3.13 | 14,686 | 5.65 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 100 | 31.58 | 17 | 33.33 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 8,973 | 6.68 | 1,476 | 9.26 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 5,890 | 1 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6,098 | 2.01 | 1,003 | 4.48 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,013,188 | 4.76 | 166,629 | 7.32 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 1,280 | 211 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14,335 | 29.81 | 2,358 | 32.94 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 35,447 | 0.62 | 5,830 | 3.08 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 23,753 | 4.84 | 3,906 | 7.40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 5,000 | 822 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18,551 | 20.48 | 3,051 | 23.43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13,090 | 11.45 | 2,155 | 14.15 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15,119 | 8.81 | 2,487 | 11.48 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 20,490 | 2.04 | 3,370 | 4.53 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 1,659 | 2.16 | 279 | 7.31 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 1,454 | 0.35 | 239 | 3.02 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4,945 | 813 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 873,129 | 5.97 | 143,595 | 8.56 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3,122 | 1.63 | 513 | 4.06 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 18,152 | 6.00 | 2,985 | 8.58 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 6,101 | 0.28 | 1,003 | 2.77 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 7,076 | 6.74 | 1,164 | 9.30 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 4,726 | 3.78 | 777 | 6.29 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 1,429 | 32.19 | 235 | 35.84 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 2 | 0 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 528,419 | 1.66 | 86,904 | 4.14 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 1,400 | 230 | ||||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 140,887 | 0.20 | 23,170 | 2.64 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6,638 | 18.98 | 1,092 | 21.90 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 7,660 | 48.82 | 1,260 | 52.42 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 347 | 30.45 | 57 | 35.71 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 61,413 | 1.79 | 10,153 | 4.83 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 8,406 | 4.20 | 1,382 | 6.72 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 1,442 | 2.49 | 238 | 5.78 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 3,668 | 603 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5,381 | 4.12 | 885 | 6.63 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2,437 | 0.91 | 401 | 3.36 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 119,241 | 17.83 | 19,619 | 21.16 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 2,114 | 0.05 | 348 | 2.36 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 10,847 | 0.31 | 1,784 | 2.77 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 697 | 6.09 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,136 | 643.13 | 1 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3,308 | 14.23 | 544 | 17.24 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1,411 | 19.98 | 232 | 23.40 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 10,032 | 1.36 | 1,650 | 3.00 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 7,163 | 8.07 | 1,178 | 10.71 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 323,043 | 14.55 | 53,128 | 17.35 | ||||
| 2025-07-14 | 13F | Friday Financial | 6,190 | 15.38 | 1,018 | 17.15 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 10,973 | 263 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 3,322 | 101.70 | 549 | 107.58 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 5,440 | 0.20 | 895 | 2.64 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,462 | 6.11 | 1,063 | 8.70 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,264,948 | 3.95 | 701,413 | 6.48 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 27,899 | 1.61 | 4,588 | 4.08 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 23,186 | 0.76 | 3,813 | 3.22 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 64 | 11 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22,528 | 7.05 | 3,770 | 11.57 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 290,447 | 9.29 | 47,767 | 11.96 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,674,933 | 10.52 | 275,460 | 13.22 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 63,528 | 96.36 | 10,448 | 101.17 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4,129 | 679 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4 | 1 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 2 | 0 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12,955 | 45.73 | 2,131 | 49.26 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3,703 | 34.41 | 609 | 37.56 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 26,497 | 67.43 | 4,358 | 71.54 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 2,977 | 4.09 | 490 | 6.54 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 8,038 | 9.66 | 1,322 | 12.33 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 58 | 9 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 6,392 | 397.82 | 1,051 | 410.19 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 15,995 | 0.29 | 2,631 | 2.73 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 5,025 | 67.11 | 826 | 71.37 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31,906 | 7.55 | 5,247 | 10.18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 106,977 | 2.97 | 17,593 | 5.48 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 6,391 | 56.14 | 1,051 | 59.97 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 11,685 | 1.01 | 1,922 | 3.45 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 61,150 | 15.06 | 10,057 | 17.86 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 182,387 | 13.37 | 26,087 | 18.51 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 106 | 1.92 | 17 | 6.25 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4,507 | 3.44 | 741 | 6.01 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 1,223 | 204 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 1,229 | 206 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 25,673 | 31.48 | 4,222 | 34.72 | ||||
| 2025-09-03 | 13F | American Trust | 5,590 | 919 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 36,264 | 1.81 | 5,964 | 4.28 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1,502 | 247 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2,411 | 396 | ||||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 1,182 | 200 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 8 | 100.00 | 1 | |||||
| 2025-08-08 | 13F | Condor Capital Management | 190,501 | 0.25 | 31,330 | 2.70 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 35,560 | 560.84 | 5,880 | 581.23 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 2,807 | 0.29 | 462 | 2.67 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 7,855 | 9.11 | 1,292 | 15.78 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,964 | 14.66 | 487 | 17.63 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 5,501 | 905 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 8,024 | 8.02 | 1,320 | 10.65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 676,811 | 115.85 | 110,261 | 118.83 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 17 | 3 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 45,383 | 8.86 | 7,464 | 11.52 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 76,905 | 48.86 | 12,648 | 52.50 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 91,807 | 4.84 | 15,099 | 7.40 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 183,932 | 2.42 | 30,250 | 4.93 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 2,075 | 25.61 | 341 | 28.68 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 4,970 | 817 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 29,826 | 1.70 | 4,905 | 4.18 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 16,208 | 18.91 | 2,666 | 21.80 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 504 | 83 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1,218 | 200 | ||||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 32,175 | 5,292 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 1,220 | 201 | ||||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 2,118 | 4.96 | 348 | 7.74 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 14,424 | 254.40 | 2,372 | 263.25 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 23,038 | 17.94 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 50,968 | 0.66 | 8,382 | 3.13 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,494 | 8.34 | 575 | 11.03 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 168 | 0.60 | 28 | 3.85 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 21,473 | 0.42 | 3,531 | 2.88 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1,823 | 8.58 | 300 | 11.15 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 2,902 | 1.75 | 477 | 4.38 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 8,051 | 11.05 | 1,324 | 13.84 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 704 | 20.14 | 116 | 22.34 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5,445 | 18.89 | 896 | 21.77 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 18,207 | 5.77 | 2,994 | 8.36 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 17,790 | 29.77 | 2,926 | 32.95 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 2,768 | 88.30 | 455 | 92.80 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 1,482 | 244 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,077 | 2.96 | 178 | 6.59 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 65,646 | 7.69 | 10,796 | 10.33 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 358,122 | 5.34 | 58,897 | 7.92 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,968 | 324 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 9,641 | 4.10 | 1,586 | 6.66 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 27,093 | 2.96 | 4,621 | 13.71 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 4,168 | 10.53 | 685 | 13.22 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 5,263 | 3.72 | 866 | 6.27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 10,000 | 13.64 | 1,645 | 16.43 | |||
| 2025-08-08 | 13F | Creative Planning | 451,331 | 0.78 | 74,226 | 3.24 | ||||
| 2025-07-24 | 13F | Eastern Bank | 49 | 8 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3,265 | 53.65 | 537 | 57.18 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 20,628 | 0.66 | 3,392 | 3.13 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 50,079 | 11.52 | 8 | 14.29 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 1,190,312 | 9.02 | 195,759 | 11.68 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 258 | 42 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 321 | 53 | ||||||
| 2025-08-08 | 13F | Croban | 6,685 | 5.26 | 1,099 | 7.85 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 27,350 | 8.27 | 4,498 | 10.90 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 135,003 | 3.89 | 22,203 | 6.43 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 19 | 3 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7,870 | 1,301 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 191,367 | 2.80 | 31,472 | 5.31 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 20,340 | 10.69 | 3,346 | 13.42 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 40,156 | 23.63 | 6,604 | 26.64 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 2,459 | 2.46 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2,477 | 0.24 | 409 | 3.28 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 55,402 | 2.97 | 9,111 | 5.49 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 3,510 | 71.39 | 577 | 75.91 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 541,297 | 0.62 | 89,005 | 3.08 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 50 | 8 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 81,553 | 6.71 | 13,412 | 9.32 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2,795 | 0.76 | 460 | 3.15 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,168 | 1,014 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 370 | 61 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,187 | 3.84 | 689 | 6.34 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 72,165 | 12 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 9,042 | 0.02 | 1,495 | 2.96 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3,786 | 89.49 | 623 | 94.38 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 9,812 | 36.71 | 1,622 | 40.80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 83,409 | 0.47 | 14,198 | 8.46 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 7,054 | 0.01 | 1,160 | 2.47 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 1,002 | 101.20 | 165 | 107.59 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 32,801 | 3.23 | 5,395 | 5.74 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 104,919 | 0.04 | 17,255 | 2.48 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 55,960 | 9,203 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 2,750 | 5.73 | 452 | 8.39 |
