Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF meliputi Kingstone Capital Partners Texas, LLC, Charter Capital Management, LLC\DE, AF Advisors, Inc., Wealth Advisory Team LLC, Midwest Trust Co, Guerra Advisors Inc, Maseco Llp, Divergent Planning, LLC, Forefront Analytics, LLC, 21 West Wealth Management LLC, Wealth Management Nebraska, Compass Investment Advisers LLC, Tyche Wealth Partners LLC, PUREfi Wealth, LLC, Turning Point Benefit Group, Inc., First American Trust, Fsb, John W. Brooker & Co., CPAs, Gamco Investors, Inc. Et Al, LOM Asset Management Ltd, dan Westbourne Investment Advisors, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 6,552 | 8.87 | 873 | 12.50 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 7,076 | 3.98 | 943 | 7.53 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 256,112 | 8.75 | 34,142 | 12.42 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 13,176 | 0.16 | 1,756 | 3.54 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 10,932 | 6.38 | 1,457 | 9.96 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 92,078 | 6.78 | 12,275 | 10.38 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 4,269 | 0.66 | 569 | 4.21 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 296,785 | 1.47 | 39,564 | 4.89 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 46,237 | 4.47 | 6,164 | 7.99 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 67,989 | 3.00 | 9,064 | 6.47 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 105,789 | 1.33 | 14,103 | 4.74 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 29,541 | 3.05 | 3,938 | 6.55 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 441,958 | 4.11 | 58,918 | 7.60 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 98,773 | 1.11 | 13,168 | 4.52 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 60,572 | 0.45 | 8,075 | 3.83 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 981 | 4,165.22 | 131 | 6,400.00 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 3,000 | 400 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 4,397 | 3.34 | 586 | 6.93 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1,144 | 1.33 | 152 | 4.83 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 63,105 | 3.42 | 8,413 | 6.90 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 2,270 | 2.71 | 303 | 5.96 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 24,694 | 0.36 | 3,292 | 3.72 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 6,377 | 20.21 | 850 | 24.27 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 27,808 | 13.33 | 3,707 | 17.16 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 5,376 | 0.47 | 717 | 3.77 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 724,200 | 125.23 | 96,543 | 137.95 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 21,509 | 0.09 | 2,867 | 3.46 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 143,776 | 12.09 | 19,368 | 17.10 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13,361 | 1.67 | 1,781 | 5.14 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 15,145 | 3.15 | 2,019 | 6.60 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 192,665 | 4.89 | 25,684 | 8.43 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5,891 | 11.59 | 781 | 15.90 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 122,366 | 4.01 | 16,313 | 7.51 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 21,023 | 3.93 | 2,803 | 19.23 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 17,248 | 5.16 | 2,299 | 8.70 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 24,314 | 226.41 | 3,241 | 237.60 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3,166 | 33.76 | 422 | 38.36 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 8,254 | 32.34 | 1,100 | 36.82 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 13,399 | 42.77 | 1,786 | 47.60 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 2,871 | 0.60 | 383 | 3.80 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 644,693 | 0.74 | 85,944 | 4.14 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 40 | 3,900.00 | 5 | 0.00 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 12,886 | 2.19 | 1,718 | 5.60 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 2,191 | 0 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 170,427 | 5.54 | 22,720 | 9.11 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 3,402 | 54.71 | 439 | 51.03 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 21,928 | 0.47 | 2,923 | 3.87 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 63,850 | 1.61 | 8,512 | 5.04 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 8,875 | 63.29 | 1,183 | 69.00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4,441 | 0.18 | 1 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 917 | 0.11 | 122 | 3.39 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 17,887 | 3.15 | 2,385 | 6.62 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3,404 | 3.69 | 454 | 7.09 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 154,315 | 1.87 | 21 | 5.26 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 7,153 | 0.08 | 954 | 3.47 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 2,373 | 3.49 | 316 | 7.12 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,189 | 162 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 26,772 | 14.61 | 3,569 | 18.46 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 3,159 | 0.67 | 421 | 4.21 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 13,321 | 0.71 | 1,776 | 4.11 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 6,055 | 19.90 | 807 | 23.96 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 103,247 | 40.78 | 13,764 | 45.53 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,928 | 4.10 | 257 | 7.98 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 576,010 | 6.60 | 77 | 10.14 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 11 | 1 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 9,887 | 1.23 | 1,318 | 4.61 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2,152 | 287 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2,908 | 8.87 | 388 | 12.50 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 16,424 | 5.66 | 2,189 | 9.23 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 3,525 | 0.28 | 470 | 3.53 | ||||
| 2025-08-14 | 13F | Constant Guidance Financial LLC | 5,069 | 107.41 | 860 | 173.02 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 41,610 | 4.42 | 5,547 | 7.94 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 438 | 58 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 2,116 | 0.24 | 282 | 3.68 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2,825 | 0.68 | 377 | 4.16 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 3,404 | 0.59 | 454 | 3.90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3,519 | 245.68 | 469 | 258.02 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 3,123 | 0.68 | 416 | 4.00 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 19,415 | 5.83 | 2,588 | 9.43 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 148,637 | 2.09 | 19,815 | 5.53 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 9,768 | 40.30 | 1 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 16,682 | 1.37 | 2,224 | 4.76 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 11,645 | 2.89 | 1,552 | 6.37 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 46,906 | 4.24 | 6 | 20.00 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 2,291 | 1.64 | 305 | 5.17 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 32,324 | 12.77 | 4,309 | 16.59 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 8,273 | 51.08 | 1,103 | 56.09 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 20,065 | 0.40 | 2,675 | 3.76 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 12,182 | 1.32 | 1,624 | 4.71 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 517 | 69 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 55,442 | 0.23 | 7,391 | 3.60 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 89,678 | 10.99 | 12 | 10.00 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 12,466 | 382.99 | 1,662 | 400.30 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 73,959 | 1.54 | 9,859 | 4.96 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 291,113 | 1.13 | 38,808 | 4.54 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16,870 | 31.43 | 2,249 | 35.83 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 8,676 | 1,157 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 125,114 | 200.47 | 16,679 | 210.65 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 6,028 | 45.46 | 804 | 50.37 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10,181 | 1,357 | ||||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 146,822 | 2.11 | 19,573 | 5.55 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 36,515 | 1.35 | 4,868 | 4.76 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 28,276 | 2.20 | 3,770 | 5.66 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 79,681 | 4.44 | 10,622 | 7.97 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 2,954 | 394 | ||||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 31,503 | 4.93 | 4,200 | 8.47 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 9,573 | 20.67 | 1,276 | 24.73 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 27,499 | 42.42 | 3,666 | 47.25 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1,454 | 0.62 | 194 | 3.76 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 14,271 | 0.07 | 1,902 | 3.43 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 4,579 | 173.54 | 610 | 183.72 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 5,663 | 187.90 | 755 | 198.42 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 8,451 | 1,147 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1,860 | 1.36 | 248 | 5.08 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 12,905 | 274.06 | 1,720 | 287.39 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 3,713 | 0.05 | 495 | 3.35 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 3,414 | 4.40 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 30,155 | 1.10 | 4,020 | 4.50 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 9,542 | 0.21 | 1,272 | 3.58 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 1,538 | 205 | ||||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 65,270 | 2.47 | 8,701 | 5.93 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 12,101 | 0.50 | 1,613 | 3.93 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17,123 | 1.89 | 2,283 | 5.31 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 87,329 | 6.53 | 11,642 | 10.12 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 194,289 | 11.94 | 25,901 | 15.72 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 18,568 | 42.70 | 2,475 | 47.50 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,829 | 10.51 | 244 | 14.08 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1,436 | 0.42 | 191 | 3.80 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 12,629 | 0.97 | 1,684 | 4.34 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 29,777 | 0.44 | 3,970 | 3.82 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 337,113 | 2.07 | 44,940 | 9.25 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,755 | 0.92 | 234 | 4.02 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1,924 | 1.05 | 257 | 4.49 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 37,016 | 4.38 | 4,935 | 7.89 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 1,600 | 213 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 69,400 | 27.57 | 9,252 | 31.87 | |||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 11,345 | 0.11 | 1,512 | 3.49 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,955,135 | 3.62 | 527,659 | 7.16 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1,788 | 0.28 | 238 | 3.93 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 12,098 | 0.25 | 1,613 | 3.60 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 181,129 | 3.73 | 24,146 | 7.23 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 19,299 | 0.10 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 625,930 | 3.56 | 83,443 | 7.05 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 4,444 | 1.25 | 592 | 4.59 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2,558 | 11.07 | 341 | 15.20 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 14,503 | 0.12 | 1,933 | 6.56 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 45,317 | 3.14 | 6,041 | 6.64 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 239,739 | 32.68 | 31,960 | 37.15 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 53,328 | 53.01 | 7,109 | 58.19 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 9,585 | 35.46 | 1,278 | 40.02 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27,782 | 4.75 | 3,704 | 8.27 | ||||
| 2025-07-15 | 13F | Tepp RIA, LLC | 125,823 | 0.08 | 16,774 | 3.45 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 15,046 | 49.88 | 2,006 | 54.95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 314,722 | 6.06 | 41,956 | 9.64 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 10,338 | 163.66 | 1,378 | 172.87 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6,482 | 864 | ||||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 12,784 | 3.81 | 1,704 | 7.30 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 415 | 280.73 | 55 | 292.86 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 173,036 | 15.82 | 23,067 | 19.73 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 4,181 | 0.02 | 557 | 3.34 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 3,301 | 0.06 | 440 | 3.53 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,484 | 13.75 | 598 | 17.52 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 61,995 | 4.96 | 8 | 14.29 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 570,074 | 0.71 | 75,995 | 4.10 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 88,074 | 1.79 | 12 | 0.00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2,288 | 0.84 | 305 | 4.45 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4,202 | 0.48 | 560 | 3.90 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2,411 | 18.24 | 321 | 28.40 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4,744 | 94.19 | 636 | 107.84 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4,739 | 0.25 | 632 | 3.61 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1,441 | 5.18 | 192 | 9.09 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16,775 | 24.31 | 2,292 | 36.61 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 209,161 | 3.19 | 27,883 | 6.68 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7,687 | 13.93 | 1,025 | 17.70 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 73,512 | 1.32 | 9,800 | 4.73 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1,200 | 160 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 5,762 | 768 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 4,048 | 0.57 | 540 | 4.05 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 12,029 | 3.98 | 1,613 | 8.62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 590,407 | 10.93 | 78,707 | 14.68 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1,530 | 204 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 11,254 | 0.37 | 1,500 | 3.81 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 48,913 | 7.47 | 6,521 | 11.11 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 118,680 | 7.51 | 15,821 | 11.14 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 2,787,908 | 0.57 | 64,031 | 4.64 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 43,110 | 18.70 | 5,559 | 19.99 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 9,205 | 1.41 | 1,227 | 4.87 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 21,064 | 5.12 | 2,808 | 8.67 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,377 | 186.19 | 450 | 196.05 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 46,450 | 19.19 | 5,990 | 16.13 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6,635 | 7.22 | 894 | 19.54 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 101,065 | 3.58 | 13,473 | 7.08 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 459,022 | 92.79 | 61,193 | 99.30 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 5,405 | 0.58 | 721 | 3.90 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 68,770 | 906.73 | 9,265 | 1,006.93 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 4,842 | 37.83 | 646 | 42.38 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 171,709 | 4.42 | 23 | 10.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2,351 | 236.82 | 313 | 251.69 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 21,050 | 107.92 | 2,806 | 115.02 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 2,097 | 0.29 | 279 | 3.72 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 82,652 | 3.58 | 11,018 | 10.86 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,143,196 | 13.84 | 284,069 | 18.26 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 24,794 | 24.06 | 3,305 | 28.25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 377,860 | 0.31 | 50,373 | 3.70 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5,633 | 112.17 | 751 | 119.30 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 886 | 0.57 | 118 | 4.42 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 1,672 | 0.18 | 223 | 3.26 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 21,353 | 11.36 | 2,847 | 15.13 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 597 | 0.17 | 80 | 3.95 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 2,059 | 0.15 | 275 | 3.40 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 18,883 | 2.07 | 2,517 | 5.53 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 1,503 | 200 | ||||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 2,344 | 0.04 | 316 | 11.66 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2,342 | 17.69 | 312 | 21.88 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4,332 | 8.22 | 577 | 11.82 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 10,199 | 1.62 | 1,360 | 5.02 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5,141 | 0.67 | 685 | 4.10 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 80,026 | 4.23 | 10,668 | 7.75 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 402 | 52 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 11,855 | 1.04 | 1,580 | 8.29 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3,297 | 0.49 | 440 | 3.78 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 92,727 | 14.17 | 12,361 | 18.02 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 2,092 | 0.05 | 279 | 3.35 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1,554 | 200 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 64,929 | 5.07 | 8,656 | 8.61 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8,330 | 19.34 | 1,124 | 28.05 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 328,449 | 2.12 | 43,786 | 5.57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 301,244 | 1.05 | 40,159 | 4.46 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 23,969 | 0.01 | 3,195 | 3.40 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 38,175 | 0.39 | 5,089 | 3.79 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 17,299 | 21.37 | 2,306 | 25.46 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14,641 | 1.89 | 1,952 | 5.29 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 25,203 | 3.83 | 3,360 | 7.32 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 3,485 | 8.13 | 465 | 11.81 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 54,248 | 2.24 | 7,232 | 5.69 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,061,435 | 9.55 | 141,500 | 13.25 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 22,687 | 6.59 | 3,024 | 10.20 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 73,990 | 81.34 | 9,864 | 87.47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,165,984 | 7.04 | 821,987 | 10.65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 69,405 | 0.60 | 9 | 12.50 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 41,343 | 1.31 | 5,511 | 4.73 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9,974,059 | 0.75 | 1,329,642 | 4.15 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 20,595 | 0.88 | 2,746 | 4.29 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 86,061 | 10.53 | 11,473 | 14.26 | ||||
| 2025-07-11 | 13F | Bell Bank | 711,664 | 4.52 | 94,872 | 8.05 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,646 | 68.95 | 486 | 74.82 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 61,129 | 0.16 | 8,149 | 3.55 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 20,048 | 0.02 | 2,673 | 3.41 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 112,479 | 6.35 | 14,995 | 9.94 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3,238 | 0.31 | 441 | 11.96 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 1,989 | 0.66 | 265 | 4.33 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 2,089 | 31.96 | 278 | 36.27 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2,851 | 1.53 | 380 | 4.97 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 44,275 | 2.09 | 5,902 | 5.54 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 119 | 0.85 | 16 | 0.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4,055 | 0.25 | 541 | 3.65 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 52,726 | 2.71 | 7,029 | 6.16 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 3,426 | 24.27 | 457 | 28.45 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 146,688 | 2.09 | 19,555 | 5.53 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 5,879 | 33.80 | 784 | 38.34 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 116,818 | 9.36 | 15,573 | 13.05 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 261,397 | 2.36 | 34,847 | 5.82 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 17,686 | 2.83 | 2,416 | 13.00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 268,260 | 2.09 | 35,762 | 5.53 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 9,684 | 8.09 | 1 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26,790 | 12.41 | 3,571 | 16.47 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 29,671 | 27.35 | 3,955 | 31.66 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 13,036 | 2.45 | 1,738 | 5.91 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 36,973 | 0.36 | 4,988 | 17.95 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 169,103 | 0.65 | 22,543 | 16.91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,777 | 15.37 | 370 | 19.35 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 8,318 | 44.86 | 1,109 | 49.73 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72,147 | 0.98 | 9,618 | 4.39 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3,745 | 2.69 | 499 | 6.17 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 38,316 | 891.87 | 5,108 | 925.50 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 30,280 | 1.88 | 4,037 | 5.32 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1,132,957 | 8.50 | 151,034 | 12.16 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18,547 | 24.85 | 2,473 | 29.09 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13,295 | 461.44 | 1,772 | 486.75 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3,707 | 118.06 | 478 | 121.30 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 38,423 | 5.11 | 5,122 | 8.66 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 20,166 | 2.32 | 2,688 | 5.79 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 43,050 | 0.00 | 5,739 | 3.37 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11,524 | 67.57 | 1,536 | 73.36 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 3,508 | 0.57 | 468 | 4.01 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 7,888 | 0.10 | 1,052 | 3.44 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 19,340 | 17.38 | 2,578 | 21.37 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 35,234 | 1.20 | 4,697 | 4.63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 26,920 | 8.46 | 3,589 | 12.13 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2,822 | 3.64 | 376 | 7.12 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 7,490 | 15.66 | 998 | 19.52 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 4,513 | 13.36 | 602 | 17.15 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 3,000 | 0.10 | 400 | 3.37 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 12,880 | 3.68 | 1,717 | 7.18 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 3,421 | 0.50 | 456 | 4.11 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 28,356 | 1.39 | 3,780 | 4.83 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 6,691 | 0.28 | 892 | 3.60 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 50,738 | 6,764 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 30,887 | 3.77 | 4,117 | 7.27 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9,912 | 204.98 | 1,321 | 215.27 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 577 | 0.70 | 68 | -1.45 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 3,491 | 4.49 | 450 | 5.63 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 194 | 0.52 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 50,467 | 334.76 | 6,728 | 350.57 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 10,911 | 1.31 | 1,455 | 5.82 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 14,948 | 0.11 | 1,993 | 3.48 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 4,422 | 397 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 49,890 | 11.29 | 6,651 | 15.05 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 19,266 | 3.61 | 2,568 | 7.13 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 18,852 | 0.27 | 2,513 | 3.67 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1,947 | 9.20 | 260 | 13.10 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 3,938 | 7.24 | 525 | 10.78 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 55,319 | 0.08 | 7,375 | 3.45 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,715 | 16.08 | 629 | 20.08 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1,756 | 0.17 | 234 | 3.54 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 55,244 | 3.88 | 7,452 | 19.75 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 25,029 | 0.87 | 3,336 | 4.25 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 7,125 | 0.59 | 950 | 3.94 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 5,594 | 746 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 3,029 | 39.91 | 410 | 54.92 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 140,178 | 3.35 | 18,687 | 5.66 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 1,258,454 | 18.85 | 160,516 | 18.65 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 30,953 | 0.87 | 4,126 | 4.27 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 4,297 | 1.56 | 573 | 4.95 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3,311 | 101.40 | 441 | 108.02 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 339,085 | 1.36 | 45,203 | 4.78 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 149,558 | 29.28 | 19,938 | 33.64 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1,936 | 0.05 | 258 | 3.61 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 3,478 | 449 | ||||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 45,183 | 6,023 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4,599 | 6.58 | 613 | 10.25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 135,211 | 264.60 | 18,025 | 276.93 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 1,917 | 10.68 | 255 | 14.35 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 5,790 | 0.10 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10,647 | 1,419 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 42,471 | 13.35 | 5,662 | 17.18 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 42,440 | 48.30 | 5,658 | 53.31 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 17,071 | 0.71 | 2,276 | 4.12 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 7,565 | 1.60 | 1,008 | 5.00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2,403 | 0.12 | 320 | 3.56 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 6,291 | 11.07 | 839 | 14.79 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,314,693 | 1.66 | 175,262 | 5.09 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 94,985 | 1.40 | 12,664 | 4.81 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,077 | 24.72 | 1,610 | 28.82 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 1,501 | 200 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2,164 | 0.65 | 0 | |||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 1,994 | 266 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 1,467 | 196 | ||||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 13,445 | 1.67 | 1,792 | 5.10 | ||||
| 2025-08-27 | NP | HCMNX - HCM Dividend Sector Plus Fund Class A Shares | 1,132,957 | 8.50 | 151,034 | 12.16 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 173,799 | 0.28 | 23,169 | 3.66 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 5,979 | 0.37 | 797 | 3.78 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3,561 | 2.89 | 475 | 6.28 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 859 | 114 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 211,438 | 0.02 | 28,187 | 8.69 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1,967 | 0.41 | 262 | 3.97 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 296,671 | 10.96 | 39,549 | 14.71 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 21,757 | 1.27 | 2,900 | 4.66 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 33,406 | 3.75 | 4,453 | 7.25 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 334 | 0.60 | 45 | 4.76 | ||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 1,557 | 208 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 128,098 | 22.56 | 17,077 | 26.69 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4,754 | 40.32 | 634 | 45.18 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 1,956 | 0.62 | 261 | 4.00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 476 | 0.21 | 64 | 8.47 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 471 | 63 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1,045 | 139 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,809,762 | 11.52 | 241,259 | 15.29 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 108,006 | 16.89 | 14,398 | 20.84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,323 | 29.48 | 2,176 | 33.91 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 10,576 | 2.31 | 1,410 | 5.78 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 2,986 | 2.23 | 398 | 5.85 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 4,053 | 0.60 | 540 | 4.05 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 104,169 | 14,530.48 | 13,887 | 15,159.34 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 6,253 | 0.64 | 834 | 4.00 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 9,265 | 0.22 | 1,235 | 3.61 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 1,867 | 249 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 59,555 | 5.26 | 8,088 | 10.86 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 2,137 | 285 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 55,271 | 5.68 | 7,368 | 9.25 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8,915 | 0.32 | 1,188 | 3.66 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 200,325 | 9.75 | 26,705 | 13.45 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2,128 | 138.83 | 284 | 148.25 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 44,295 | 46.82 | 5,870 | 52.52 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36,453 | 10.15 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 61,794 | 6,890.27 | 8,238 | 7,125.44 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 77,208 | 5.06 | 10,293 | 8.61 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 56,479 | 0.50 | 7,529 | 3.89 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 45,941 | 10.11 | 6,124 | 13.83 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 2,612 | 348 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 319 | 39.30 | 41 | 51.85 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 97,189 | 4.40 | 12,956 | 7.92 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 964 | 128 | ||||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 49,922 | 4.63 | 6,655 | 8.16 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 3,908 | 1.59 | 521 | 5.04 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 8,002 | 0.59 | 1,067 | 4.00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 4,914 | 6.25 | 655 | 11.02 | ||||
| 2025-08-14 | 13F | Comerica Bank | 203,057 | 0.33 | 27,070 | 3.71 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 167,307 | 22,304 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13,025 | 10.26 | 1,736 | 13.99 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 6,120 | 3.00 | 816 | 6.40 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 2,687 | 0.11 | 358 | 3.47 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 99,601 | 18.21 | 13,278 | 22.20 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 10,581 | 40.52 | 1,411 | 45.21 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 2,511 | 0.08 | 335 | 3.41 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 32,210 | 31.47 | 4,294 | 35.90 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4,155 | 17.94 | 554 | 21.81 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 5,277 | 0.11 | 703 | 3.53 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 16,060 | 4.48 | 2,141 | 7.97 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 5,270 | 703 | ||||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2,197 | 7.64 | 293 | 11.03 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 4,871 | 1.23 | 659 | 6.29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 587,355 | 21.38 | 78,300 | 25.47 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 24,639 | 8,367.01 | 3,315 | 8,859.46 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 12,672 | 38.42 | 1,709 | 54.24 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 2,677 | 8.78 | 357 | 12.30 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 28,485 | 3.74 | 3,893 | 13.21 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 2,243 | 299 | ||||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5,935 | 31.74 | 791 | 36.38 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 16,252 | 13.59 | 2,167 | 17.40 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 1,292 | 129,100.00 | 165 | |||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 29,079 | 0.50 | 3,877 | 3.89 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 7,110 | 0.13 | 948 | 3.50 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 21,479 | 9.36 | 2,863 | 14.25 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 54,205 | 47.18 | 7,226 | 52.16 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 29,140 | 2.31 | 3,885 | 5.74 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 47,033 | 6.96 | 6,270 | 10.56 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 196 | 26 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 47,934 | 0.34 | 6,390 | 3.73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 948,760 | 8.36 | 126 | 12.50 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 206,019 | 6.38 | 27,464 | 9.97 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 30,727 | 5.68 | 4,096 | 9.26 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3,789 | 19.53 | 505 | 23.77 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 63,358 | 4.61 | 8,446 | 8.14 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 198,851 | 28.87 | 26,509 | 33.22 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 4,973 | 63.16 | 663 | 68.70 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 191 | 8.52 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 10,279 | 0.42 | 1,370 | 3.79 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 27,097 | 0.08 | 3,612 | 3.47 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 78 | 1.30 | 10 | 11.11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3,485 | 13.00 | 465 | 16.88 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 13,074 | 4.73 | 1,743 | 8.27 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 4,488 | 0.56 | 598 | 4.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 71,089 | 2.74 | 9,477 | 6.21 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 296,759 | 1.57 | 39,561 | 5.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 538,670 | 0.16 | 71,808 | 3.58 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 550 | 71 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 2,370 | 0.51 | 316 | 3.62 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 25,203 | 3,360 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4,412 | 13.74 | 588 | 17.60 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5,172 | 0.10 | 689 | 3.45 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 672,610 | 3.91 | 89,666 | 7.42 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 138,316 | 4.02 | 18,439 | 7.53 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 13,653 | 0.04 | 1,820 | 3.41 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2,878 | 0.10 | 384 | 3.51 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 428,700 | 6.51 | 57,150 | 10.10 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 105,100 | 31.87 | 14,011 | 36.31 | |||
| 2025-08-14 | 13F | Hancock Whitney Corp | 383,291 | 293.47 | 51,097 | 306.75 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 9,127 | 15.31 | 1,217 | 19.22 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 7,959 | 39.34 | 1,061 | 44.02 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2,557 | 0.04 | 344 | 4.24 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 106,660 | 6.59 | 14 | 16.67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7,491,066 | 2.45 | 998,634 | 5.90 | ||||
| 2025-07-31 | 13F | City State Bank | 56,422 | 0.83 | 7,522 | 4.23 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 74 | 4.23 | 10 | 0.00 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 78,863 | 10,513 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 894,315 | 0.43 | 119 | 4.39 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 51,230 | 4.57 | 6,830 | 8.11 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 295,417 | 2.95 | 39,382 | 6.43 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1,527 | 204 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 7,671 | 0.29 | 1,023 | 3.65 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 24,496 | 1.79 | 3,266 | 5.22 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2,601 | 10.40 | 347 | 14.19 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 42,688 | 2.17 | 6 | 0.00 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2,749,414 | 314 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 4,741 | 15.63 | 632 | 19.70 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 29,499 | 699.43 | 3,933 | 727.79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6,196 | 3.70 | 826 | 7.27 | ||||
| 2025-07-29 | 13F | Tide Cove Capital Partners LLC | 60,165 | 1.85 | 8,190 | 7.51 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 3,410 | 6.50 | 458 | 15.08 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 198,122 | 0.07 | 26 | 4.00 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 184,825 | 24,639 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 8,273 | 21.22 | 1,103 | 32.61 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7,827 | 1,043 | ||||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 12,152 | 105.62 | 1,620 | 161,800.00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 972 | 0.10 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 62,056 | 5.10 | 8,273 | 8.64 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 2,751 | 0.04 | 367 | 3.39 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 59,145 | 4.17 | 7,885 | 7.68 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 26 | 136.36 | 4 | 200.00 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2,465 | 39.74 | 329 | 44.49 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 452 | 3.67 | 60 | 7.14 | ||||
| 2025-08-14 | 13F | Betterment LLC | 23,833 | 5.28 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 167,102 | 0.83 | 22,276 | 4.23 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10,451 | 4.22 | 1,393 | 7.73 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 6,440 | 2.11 | 859 | 5.54 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 146,459 | 4.15 | 19,524 | 7.67 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 14,358 | 1,914 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 3,652 | 0.14 | 487 | 3.40 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 2,918 | 0.66 | 389 | 4.02 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 102,117 | 0.51 | 13,613 | 3.91 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7,964 | 1,099.40 | 1,053 | 1,137.65 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 390 | 52 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14,469 | 3.42 | 1,929 | 6.87 | ||||
| 2025-08-06 | 13F | Simmons Bank | 3,475 | 15.83 | 463 | 19.95 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 33,493 | 49.01 | 4 | 100.00 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 30,412 | 0.37 | 4,097 | 4.86 | ||||
| 2025-08-13 | 13F | Miramar Capital, LLC | 8,676 | 7.50 | 1,157 | 11.15 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17,522 | 0.91 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 17,855 | 1.51 | 2,380 | 4.94 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 235,149 | 4.51 | 31,348 | 8.03 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9,985 | 29.49 | 1,331 | 33.90 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 7,558 | 1.67 | 1 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 25,375 | 0.48 | 3,424 | 12.04 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3,673 | 495 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 41,625 | 2.31 | 5,549 | 5.76 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 21,895 | 0.15 | 2,919 | 3.51 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 105,707 | 0.24 | 14,092 | 3.62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,837,197 | 0.70 | 245 | 3.83 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,918 | 20.23 | 389 | 24.36 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 32,059 | 0.75 | 4,274 | 4.14 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 2,986 | 402 | ||||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 2,995 | 0.13 | 402 | 4.16 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 119,461 | 5.94 | 15,925 | 9.51 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 15,443 | 2.41 | 1,991 | 11.35 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 2,797 | 373 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 3,665 | 5.53 | 489 | 9.17 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 252,805 | 2.66 | 33,701 | 6.12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 714,531 | 2.74 | 95,254 | 10.98 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75,792 | 0.77 | 10,104 | 4.17 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20,998 | 58.48 | 2,799 | 63.88 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 2,127 | 3.65 | 284 | 7.20 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 111 | 15 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 16,621 | 2,216 | ||||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 8,000 | 1,066 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15,758 | 14.20 | 2 | 100.00 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 25,385 | 5.10 | 3,384 | 8.60 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5,669 | 0.76 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 187,611 | 1.40 | 25,010 | 4.82 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 20,948 | 2.82 | 2,793 | 6.28 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 2,870 | 4.33 | 383 | 7.91 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 24,699 | 0.63 | 3,293 | 4.01 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 23,446 | 2.56 | 3,126 | 6.00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 7,981,687 | 12,272.98 | 401 | -95.18 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 4,598 | 2.86 | 613 | 6.25 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 13,141 | 1.78 | 1,754 | 4.59 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1,530 | 204 | ||||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 9,107 | 2.04 | 1,214 | 5.47 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,271 | 3.36 | 569 | 6.95 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 260 | 35 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 11,320 | 45.58 | 1,522 | 51.74 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 1,640 | 219 | ||||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 13,324 | 1,700 | ||||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 4,065 | 0.35 | 542 | 3.64 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 29,225 | 1.60 | 3,896 | 5.04 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 456,116 | 3.22 | 60,805 | 6.70 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 405 | 32.79 | 54 | 35.90 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1,080 | 424.27 | 144 | 450.00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,186 | 0.64 | 691 | 4.07 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 9,351 | 4.20 | 1,247 | 7.69 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 1,560 | 0.13 | 211 | 5.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 48,670 | 4.94 | 6,488 | 8.49 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2,338 | 0.13 | 312 | 3.32 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 24,859 | 9.86 | 3,314 | 13.54 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 49,576 | 2.57 | 6,609 | 6.03 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4,668 | 106.55 | 622 | 113.75 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 1,604 | 214 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 11,900 | 600.00 | 1,586 | 624.20 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 896,200 | 21.26 | 119,472 | 25.35 | |||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 194,171 | 10.43 | 25,885 | 14.15 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 87,200 | 41.55 | 11,625 | 46.32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10,265 | 4.21 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4,839 | 73.81 | 645 | 79.67 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3,937 | 0.18 | 525 | 3.56 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 5,527 | 19.43 | 737 | 23.49 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 7,038 | 0.39 | 938 | 3.76 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 2,706 | 0.59 | 361 | 4.05 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15,279 | 3.55 | 2,037 | 7.05 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 1,824 | 6.92 | 243 | 10.45 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 25,413 | 1,173.20 | 3,388 | 1,217.90 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1,749 | 10.56 | 233 | 14.22 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 206,715 | 0.31 | 27,557 | 3.70 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2,038 | 18.28 | 272 | 22.07 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1,506 | 201 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 80,377 | 8.20 | 10,715 | 11.85 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 1,914 | 15.86 | 255 | 19.72 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 263 | 91.97 | 35 | 105.88 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 28,529 | 6.72 | 3,803 | 10.33 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 39,605 | 1.44 | 5,280 | 4.87 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 2,989 | 398 | ||||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 15,768 | 2,102 | ||||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 13,613 | 1,804 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 61,233 | 59.02 | 8,163 | 64.41 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 3,946 | 1.57 | 526 | 12.63 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 74,597 | 2.76 | 9,945 | 6.22 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 13,110 | 7.33 | 1,748 | 10.92 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 25,769 | 2.71 | 3,435 | 6.18 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 62,321 | 78.77 | 8,308 | 84.81 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 3,628 | 22.61 | 484 | 26.77 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 2,634 | 0.65 | 351 | 4.15 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 36,005 | 13.21 | 4,799 | 17.05 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 8,286 | 17.75 | 1,105 | 21.72 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35,614 | 2.97 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 181 | 24 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 969,159 | 2.32 | 129,199 | 5.78 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 5,616 | 0.29 | 749 | 3.60 | ||||
| 2025-07-29 | 13F | Creekside Partners | 13,885 | 3.20 | 1,851 | 6.63 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 1,930 | 261 | ||||||
| 2025-08-13 | 13F | Options Solutions, Llc | 25,129 | 8.73 | 3,350 | 12.42 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 200 | 27 | ||||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 7,108 | 0.38 | 948 | 3.72 | ||||
| 2025-06-03 | 13F | Invst, LLC | 8,330 | 2.94 | 1,074 | 4.07 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 3,186 | 435 | ||||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 8,520 | 12.64 | 1,136 | 16.41 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8,645 | 108.41 | 1,164 | 117.79 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 26,615 | 3.95 | 3,548 | 7.48 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 9,825 | 1,310 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 2,002 | 3.73 | 267 | 7.26 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 156,256 | 2.28 | 20,840 | 5.78 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9,042 | 160.13 | 1,227 | 173.66 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 5,546 | 33.35 | 739 | 37.87 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2,831 | 0.53 | 377 | 3.86 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 1,612 | 0.62 | 215 | 3.88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 202,644 | 6.38 | 27,015 | 9.97 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 16,159 | 24.32 | 2,154 | 28.52 | ||||
| 2025-08-14 | 13F | Fmr Llc | 223,959 | 2.23 | 29,856 | 5.68 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 7,914 | 1,055 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 10,099 | 0.23 | 1,346 | 4.75 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 101 | 13 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 4,027 | 6.56 | 537 | 10.06 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 251 | 709.68 | 33 | 1,000.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 47,399 | 14.09 | 6,319 | 19.21 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 7,493 | 999 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 76,009 | 12.34 | 10,133 | 16.13 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 10,891 | 0.03 | 1,452 | 3.35 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 7,930 | 1.45 | 1,057 | 4.86 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 11,849 | 2.09 | 1,580 | 5.55 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5,414 | 0.67 | 722 | 4.04 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10,459 | 0.46 | 1,394 | 3.87 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,393,012 | 8.23 | 185,702 | 11.88 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 86,463 | 12.27 | 11,526 | 16.06 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 7,085 | 0.65 | 945 | 4.08 | ||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 19,969 | 2.42 | 2,662 | 5.89 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 14,968 | 4.55 | 1,995 | 8.07 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10,670 | 9.28 | 1,422 | 12.95 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 1,508 | 201 | ||||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 6,960 | 4.90 | 928 | 8.42 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 1,635 | 0.49 | 218 | 3.83 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 46 | 6 | ||||||
| 2025-08-07 | 13F | Laffer Investments | 10,102 | 1,347 | ||||||
| 2025-08-14 | 13F | Cobler Capital Management, LLC | 950 | 271 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 10,421 | 2.93 | 1,389 | 6.44 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 266 | 35 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 5 | 1 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,488,249 | 6.80 | 331,543 | 10.35 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 16,046 | 0.07 | 2,139 | 4.60 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 79,130 | 14.68 | 10,549 | 18.54 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 24,024 | 938.20 | 3,203 | 974.50 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2,415 | 2,315.00 | 322 | 3.22 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 10,262 | 0.48 | 1,368 | 3.87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 18,826 | 12.79 | 2,510 | 16.59 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,798 | 2.58 | 10,105 | 6.05 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 23,233 | 8.79 | 3,079 | 13.04 | ||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 2,330 | 311 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 156,773 | 206,180.26 | 1 | -88.89 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 693 | 92 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 12,231 | 16.09 | 1,631 | 20.03 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 710 | 12.88 | 95 | 16.05 | ||||
| 2025-07-17 | 13F | SWS Partners | 4,378 | 0.32 | 584 | 3.74 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 566 | 76 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 58,667 | 8.70 | 7,821 | 12.36 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 210,861 | 2.15 | 28 | 7.69 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 61,255 | 0.27 | 8,166 | 3.64 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 47,489 | 6,331 | ||||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 4,032 | 131.19 | 538 | 139.73 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 692,364 | 3.22 | 92,299 | 6.70 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 538,915 | 0.41 | 71,843 | 3.80 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 19,064 | 11.29 | 2,541 | 15.03 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 120,233 | 20.40 | 16,028 | 24.47 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 58,175 | 1.30 | 7,755 | 4.73 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 86,286 | 27.21 | 11,503 | 31.50 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3,426 | 3.60 | 462 | 13.83 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 8,250 | 28.52 | 1,100 | 32.89 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 4,261 | 0.05 | 568 | 3.46 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 12,794 | 1.57 | 1,706 | 4.99 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 393 | 0.26 | 52 | 4.00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1,153 | 149 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 15,301 | 25.85 | 2,040 | 30.12 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3,615 | 12.16 | 482 | 15.90 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3,050 | 6.76 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2,713 | 362 | ||||||
| 2025-07-15 | 13F | Sara-Bay Financial | 14,184 | 32.45 | 1,891 | 38.46 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 402 | -3.14 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 233 | 31 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,404,545 | 0.37 | 320,550 | 3.76 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 1,831 | 244 | ||||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 5,200 | 0.78 | 693 | 4.21 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 1,949 | 4.17 | 260 | 7.47 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 52,285 | 0.71 | 6,970 | 4.11 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 2,010 | 268 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 693,744 | 5.63 | 92,483 | 9.19 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 27,043 | 0.17 | 3,605 | 3.56 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 75,194 | 5.45 | 10,024 | 9.02 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 33,790 | 2.74 | 4,505 | 9.35 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 1,834 | 0.99 | 244 | 4.27 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 34,035 | 4.60 | 4,537 | 8.13 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 11,457 | 9.91 | 1,527 | 13.62 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 4,939 | 0.06 | 658 | 3.46 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 18,181 | 10.23 | 2,424 | 13.92 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 91,811 | 5.88 | 12,239 | 9.45 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3,558 | 11.92 | 474 | 15.89 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 7,472 | 996 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 946,520 | 23.71 | 126,181 | 27.88 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 172,483 | 8.61 | 22,999 | 13.52 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 35,916 | 8.29 | 4,788 | 11.95 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 98,683 | 5.10 | 13,155 | 8.65 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 13,843 | 60.02 | 1,845 | 65.47 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1,583 | 211 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 3,848 | 0.34 | 513 | 3.64 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 9,854 | 3.60 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 49,148 | 9.40 | 6,552 | 13.08 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 3,382 | 0.12 | 451 | 3.45 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 6,000 | 5.37 | 800 | 8.86 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 15,400 | 0.20 | 2,053 | 3.53 | ||||
| 2025-05-30 | NP | TBFG - The Brinsmere Fund - Growth ETF | 81,172 | 113.35 | 10,468 | 114.62 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 4,836 | 4.99 | 1 | |||||
| 2025-07-14 | 13F | Caitlin John, LLC | 1,984 | 5.70 | 264 | 9.09 | ||||
| 2025-07-31 | 13F | United Community Bank | 3,171 | 2.75 | 423 | 6.30 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 91,939 | 6.73 | 12,256 | 10.32 | ||||
| 2025-05-30 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 70,365 | 178.79 | 9,074 | 180.49 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 2,499 | 0.68 | 333 | 4.06 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 4,888 | 24.22 | 652 | 28.40 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 17,460 | 0.39 | 2,328 | 3.74 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1,760 | 235 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 18,587 | 6.03 | 2,478 | 9.60 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 2,935 | 4.37 | 391 | 8.01 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 37,434 | 11.87 | 4,990 | 15.64 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,369 | 39.84 | 184 | 47.20 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1,080 | 1.12 | 139 | 10.32 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 42,805 | 5.70 | 5,706 | 9.27 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 2,680 | 19.59 | 365 | 34.32 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23,610 | 5.71 | 3,148 | 9.27 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 211,784 | 6.61 | 28,233 | 10.20 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14,696 | 46.13 | 1,959 | 51.16 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 250,700 | 1.14 | 33,428 | 4.57 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 26,618 | 11.70 | 3,548 | 15.61 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 15,603 | 11.01 | 2,080 | 14.79 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 293,480 | 7.55 | 39,124 | 11.17 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 6,373 | 10.83 | 850 | 14.57 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 2,780 | 371 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 646,359 | 3.12 | 86,166 | 6.60 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 2,081 | 0.39 | 279 | 4.49 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 16,062 | 8.48 | 2,141 | 12.15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 148,414 | 2.93 | 19,786 | 6.39 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 7,975 | 4.54 | 1,063 | 8.14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59,641 | 12.90 | 7,951 | 17.95 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 27,941 | 9.61 | 3,725 | 13.29 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14,820 | 18.86 | 1,976 | 22.96 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 124,826 | 0.65 | 16,640 | 4.05 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 10,273 | 2.52 | 1,369 | 5.96 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,673,036 | 3.31 | 622,955 | 6.79 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1,956 | 0.62 | 261 | 4.00 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 23,598 | 2.14 | 3 | 50.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 791,471 | 1.39 | 105,509 | 4.81 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 1,760 | 2.68 | 235 | 5.88 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 5,441 | 3.80 | 725 | 7.25 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 253,426 | 1.93 | 33,784 | 5.37 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 162,038 | 1.79 | 21,601 | 5.23 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1,635 | 25.77 | 218 | 29.94 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 2,311 | 10.79 | 308 | 14.50 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 634 | 2.10 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 360 | 0.84 | 48 | 2.17 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7,780 | 70.20 | 1,037 | 76.06 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 1,834 | 249 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 22,382 | 26.03 | 2,984 | 30.26 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 8,998 | 0.03 | 1,200 | 3.45 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 1,911 | 0.05 | 255 | 3.25 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 30,829 | 2.33 | 4,110 | 5.77 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 91,217 | 0.85 | 12,160 | 4.25 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 6,791 | 7.20 | 905 | 10.91 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 211,261 | 2.04 | 28,163 | 5.48 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 65,490 | 7.19 | 8,730 | 10.80 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 13,600 | 10.59 | 1,813 | 14.32 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 2,054 | 0.98 | 274 | 4.20 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 25,733 | 4.93 | 3,430 | 8.48 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 78,452 | 6.53 | 10,458 | 10.13 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 12,321 | 11.19 | 1,643 | 14.99 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 7,943 | 0.01 | 1,059 | 3.32 | ||||
| 2025-07-14 | 13F | Friday Financial | 3,499 | 466 | ||||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 69,564 | 3.35 | 9,274 | 6.84 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 46,343 | 5.69 | 6,178 | 9.27 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 51,370 | 2.84 | 6,848 | 6.32 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 4,244 | 8.96 | 566 | 12.55 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 8,203 | 58.33 | 1,094 | 63.62 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 4,384 | 0.60 | 584 | 3.91 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 7,219 | 4.38 | 962 | 7.97 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3,582 | 11.10 | 478 | 14.94 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 24,942 | 74.49 | 3,325 | 80.36 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 7,701 | 14.94 | 1,027 | 18.75 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 42,380 | 203.97 | 5,650 | 214.36 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 12,706 | 13.31 | 1,694 | 17.08 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 3,799 | 15.68 | 506 | 19.62 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 2,855 | 42.75 | 381 | 47.86 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 124,397 | 9.94 | 16,583 | 13.65 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 33,003 | 229.11 | 4,400 | 240.22 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 21,210 | 4.15 | 2,828 | 7.65 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 6,700 | 893 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 11,919 | 0.17 | 1,589 | 3.52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,102,218 | 5.26 | 146,875 | 8.72 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 25,940 | 3.63 | 3,458 | 7.09 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 22,026 | 106.27 | 2,936 | 113.22 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 5,573 | 743 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 3,100 | 400 | ||||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 4,830 | 0.02 | 644 | 3.38 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 118,430 | 2.04 | 15,788 | 5.48 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14,515 | 93.46 | 1,935 | 100.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5,485 | 1.52 | 731 | 5.03 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 155,159 | 7.90 | 20,684 | 11.54 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 3,276 | 0.09 | 437 | 3.32 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 9,446 | 1,259 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2,705 | 361 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 4,481 | 12.08 | 597 | 15.92 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 77,410 | 0.10 | 10,319 | 3.48 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 4,556 | 103.57 | 607 | 110.76 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 6,578 | 67.81 | 877 | 73.47 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 44,779 | 5.08 | 5,970 | 8.63 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2,676 | 9.18 | 357 | 12.66 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 415 | 4.27 | 55 | 7.84 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 23,246 | 1.97 | 3,099 | 5.41 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 2,141 | 0.61 | 290 | 10.31 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 56,025 | 0.74 | 7,469 | 4.13 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 4,794 | 0.02 | 639 | 3.40 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 99,277 | 2.15 | 13 | 8.33 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 403,011 | 3.88 | 54 | 6.00 | ||||
| 2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 93,867 | 8.88 | 12,513 | 12.56 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 2,683,539 | 13.28 | 357,743 | 17.10 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 221,680 | 5.87 | 29,552 | 9.44 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 144,055 | 2.17 | 19,204 | 5.63 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 94,676 | 3.85 | 12,621 | 7.36 | ||||
| 2025-07-15 | 13F | Maseco Llp | 28,468 | 3,794 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 6,766 | 0.15 | 902 | 3.44 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 59,598 | 3.45 | 7,945 | 6.95 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 2,646 | 47.33 | 353 | 52.38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,204,174 | 3.91 | 427,148 | 7.41 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 22,448 | 0.30 | 2,993 | 3.67 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 7,520 | 1 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 7,620 | 16.78 | 1,016 | 20.69 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 15,196 | 0.59 | 2,026 | 3.95 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 79,060 | 2.03 | 10,540 | 5.47 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 528,524 | 1.91 | 70,458 | 5.35 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 37,370 | 0.78 | 4,982 | 4.18 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 19,305 | 0.30 | 2,574 | 3.67 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 42,404 | 1.82 | 5,653 | 5.25 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 4,306 | 574 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 90 | 0 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 163,330 | 9.32 | 22,311 | 21.11 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 2,680 | 541.15 | 357 | 573.58 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 57,384 | 17.80 | 7,650 | 21.78 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 16,600 | 172.13 | 2,200 | 182.65 | |||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 73,197 | 2.78 | 9,758 | 6.25 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 15,745 | 10,988.03 | 2,099 | 11,561.11 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 8,559 | 22.83 | 1,134 | 27.70 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 60,951 | 2.53 | 8,125 | 5.99 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 23,724 | 10.15 | 3,163 | 13.86 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 255,312 | 5.28 | 34,036 | 8.84 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10,854 | 131.33 | 1,447 | 139.01 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 12,313 | 2.51 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,125 | 1.53 | 283 | 4.81 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 1,598 | 0.50 | 213 | 4.95 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 12,845 | 0.70 | 1,712 | 4.07 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 3,015 | 0.03 | 402 | 3.35 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 2,395 | 46.75 | 319 | 51.90 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 6,297 | 2.17 | 840 | 5.67 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 148,902 | 0.16 | 19,850 | 3.54 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 1,943 | 259 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 122,930 | 5.85 | 16,388 | 9.41 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 9,315 | 16.03 | 1,201 | 17.29 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 83,847 | 1.26 | 11,178 | 4.67 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1,936 | 0.05 | 258 | 3.61 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 45,975 | 0.03 | 6,129 | 3.39 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 430 | 7.50 | 57 | 11.76 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 274 | 36 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 60,642 | 7.33 | 8,084 | 10.95 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 6,200 | 93.75 | 827 | 100.49 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 15,067 | 4.84 | 2,009 | 8.36 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 3,150 | 1.61 | 420 | 5.01 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 15,978 | 1.75 | 2,130 | 5.24 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 150,716 | 0.16 | 20,092 | 3.54 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8,183 | 17.05 | 1,101 | 22.49 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 2,183 | 291 | ||||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 2,735 | 8.66 | 365 | 12.35 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 7,215 | 10.73 | 962 | 14.40 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 1,765 | 0.68 | 235 | 3.98 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17,319 | 8.49 | 2,309 | 12.15 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 63,055 | 1.93 | 8,406 | 5.35 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 30,155 | 1.33 | 4,020 | 4.74 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 1,760 | 235 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 2,414 | 13.98 | 322 | 17.58 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5,848 | 0.10 | 780 | 3.45 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 259,882 | 17.29 | 34,645 | 21.25 |
