Kepemilikan Institusional dan Dana - Penjual
Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Spire Wealth Management | 5,811 | -75.63 | 785 | -73.05 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11,823 | -0.42 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 2,851 | -28.22 | 385 | -20.45 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 282,286 | -3.21 | 38,120 | 7.12 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 2,504 | -0.99 | 338 | 9.74 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2,502 | -4.14 | 338 | 9.06 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 2,509 | -19.53 | 339 | -11.05 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 56,090 | -2.56 | 7,574 | 7.85 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 1,866 | -1.74 | 252 | 8.66 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 6,588 | -7.38 | 890 | 2.54 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 2,132 | -2.29 | 288 | 7.89 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 6,042 | -45.23 | 816 | -39.41 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 32,519 | -20.28 | 4,391 | -11.77 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 23,070 | -3.64 | 3,115 | 6.64 | ||||
| 2025-04-16 | 13F | Praetorian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 1,887 | -3.23 | 255 | 7.17 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 549 | -15.15 | 74 | -5.13 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 49,359 | -0.67 | 6,665 | 9.95 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10,571 | -0.50 | 1,428 | 10.11 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 182,198 | -6.94 | 24,604 | 3.01 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 22,684 | -0.22 | 3,063 | 10.46 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 4,939 | -1.83 | 667 | 8.65 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 371,676 | -3.53 | 50,191 | 6.78 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 382,024 | -35.34 | 51,589 | -28.43 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 103,856 | -4.73 | 14,025 | 5.44 | ||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 5,962 | -18.93 | 810 | -9.81 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 41,450 | -0.23 | 5,057 | -5.35 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 31,098 | -3.50 | 4,201 | 6.82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 71,976 | -4.73 | 9,720 | 5.45 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 105,581 | -0.68 | 14 | 16.67 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3,437 | -6.12 | 419 | -10.85 | ||||
| 2025-08-04 | 13F | Balentine LLC | 6,120 | -1.97 | 826 | 8.54 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 4,528 | -2.60 | 611 | 7.76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,361,504 | -1.58 | 318,897 | 8.94 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 61,353 | -2.52 | 8,285 | 7.89 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 115,877 | -51.72 | 15,648 | -46.56 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,067,050 | -2.45 | 279,134 | 10.42 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 182,063 | -1.86 | 24,586 | 8.62 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,998 | -1.95 | 810 | 8.45 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 4,449 | -0.89 | 601 | 9.69 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 3,036 | -0.30 | 410 | 10.24 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2,079 | -32.87 | 281 | -25.73 | ||||
| 2025-07-24 | 13F | Eastern Bank | 612 | -40.64 | 83 | -34.40 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 3,268 | -3.97 | 441 | 6.27 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 120,285 | -24.53 | 16 | -15.79 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 6,651 | -99.24 | 120,004 | 11.97 | ||||
| 2025-05-06 | 13F | Elm3 Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 167,310 | -61.25 | 22,594 | -57.11 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 153,296 | -8.31 | 20,701 | 1.49 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 2,016 | -2.51 | 272 | 7.94 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 28,454 | -5.66 | 3,842 | 4.43 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 276,648 | -0.49 | 37,359 | 10.14 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 8,705 | -0.33 | 1,176 | 10.33 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 727 | -6.19 | 98 | 4.26 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 6,992 | -2.47 | 944 | 8.01 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 9,338 | -13.60 | 1,261 | -4.32 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8,680 | -9.21 | 1,172 | 0.51 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 10,483 | -8.68 | 1,416 | 1.07 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14,557 | -0.84 | 1,966 | 9.72 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 208,641 | -1.73 | 28,818 | 11.25 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 162 | -12.43 | 22 | -4.55 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 3,696 | -3.57 | 499 | 6.85 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,146,739 | -0.99 | 154,856 | 9.59 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 22,557 | -89.65 | 3,046 | -88.55 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 221,956 | -2.97 | 29,973 | 7.39 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 17,349 | -60.20 | 2,343 | -55.96 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 19,809 | -1.58 | 2,675 | 8.96 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 49,570 | -0.33 | 6,694 | 10.30 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,793 | -22.78 | 242 | -14.49 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9,136 | -1.17 | 1,234 | 9.41 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 32,306 | -4.84 | 4,363 | 5.34 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,017 | -0.77 | 542 | 9.94 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 72,708 | -0.68 | 9,819 | 9.93 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 3,130 | -1.32 | 423 | 9.33 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 8,860 | -0.16 | 1,081 | -5.26 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 50,643 | -7.78 | 6,839 | 2.06 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 18,492 | -1.65 | 2,497 | 8.85 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 99,915 | -0.90 | 13,493 | 9.68 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 139,250 | -1.35 | 18,804 | 9.19 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,205,688 | -1.93 | 838,016 | 8.55 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 3,665 | -1.61 | 495 | 8.81 | ||||
| 2025-08-11 | 13F | Monashee Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 4,489 | -0.02 | 606 | 10.79 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 525,606 | -0.55 | 70,978 | 10.07 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 332,873 | -1.12 | 44,951 | 9.44 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,582 | -2.04 | 214 | 8.12 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,217 | -12.72 | 299 | -3.24 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1,019,989 | -46.54 | 137,741 | -40.84 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 963,792 | -2.34 | 130,151 | 8.09 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 45,689 | -1.32 | 6,170 | 9.22 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 27,418 | -4.88 | 3,703 | 5.29 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 99,827 | -43.35 | 13 | -40.91 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7,327 | -29.28 | 989 | -21.76 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 10,289 | -3.72 | 1,389 | 6.60 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 5,335 | -81.54 | 720 | -79.59 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 149,286 | -5.68 | 20,160 | 4.39 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 6,153 | -10.74 | 831 | -1.31 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1,920 | -4.38 | 259 | 6.15 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 197,234 | -4.89 | 26,635 | 5.27 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 13,471 | -1.83 | 1,819 | 8.66 | ||||
| 2025-08-11 | 13F | Eq Llc | 3,999 | -0.74 | 540 | 9.98 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 35,252 | -0.68 | 3,934 | 28.98 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 50,155 | -1.19 | 6,773 | 9.35 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 13,153 | -6.44 | 1,776 | 3.56 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 2,736 | -8.56 | 369 | 1.10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 49,638 | -63.21 | 6,721 | -59.17 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 10,566,864 | -3.96 | 1,426,949 | 6.28 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 8,038 | -6.83 | 1,085 | 3.14 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 15,701 | -6.49 | 2,120 | 3.52 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 30,708 | -0.64 | 4,147 | 9.97 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2,616 | -1.43 | 353 | 9.29 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 19,917 | -31.79 | 2,690 | -24.51 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 110,421 | -1.03 | 14,911 | 9.54 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 10,165 | -0.37 | 1,373 | 10.29 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 1,551,486 | -3.61 | 209,513 | 6.68 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 23,909 | -27.08 | 3,229 | -19.30 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9,831 | -1.43 | 1,328 | 3.51 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 16,726 | -6.62 | 2,259 | 3.34 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 4,070 | -1.83 | 550 | 8.71 | ||||
| 2025-08-07 | 13F | Nwam Llc | 153,259 | -2.39 | 21,263 | 11.00 | ||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 21,066 | -34.94 | 2,845 | -28.00 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 19,160 | -4.44 | 2,587 | 5.76 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 96,161 | -0.55 | 12,986 | 10.07 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 165 | -37.74 | 22 | -31.25 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 5,125 | -8.95 | 692 | 0.87 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 8,706 | -21.41 | 1,176 | -13.03 | ||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 1,066 | -4.82 | 137 | -5.52 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 60,400 | -6.41 | 8,156 | 3.58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 73,841 | -0.41 | 9,971 | 10.23 | ||||
| 2025-08-07 | 13F | Grange Capital, LLC | 7,831 | -35.57 | 1,057 | -28.68 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 2,169 | -0.91 | 293 | 10.61 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 45,707 | -0.95 | 6,172 | 9.63 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 145,459 | -8.22 | 19,643 | 1.58 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 14,355 | -4.21 | 1,939 | 6.02 | ||||
| 2025-05-14 | 13F | Stonebridge Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1,439 | -17.25 | 176 | -21.52 | ||||
| 2025-08-08 | 13F | King Wealth | 95,611 | -1.01 | 13 | 9.09 | ||||
| 2025-07-01 | 13F | Cullen Investment Group, Ltd. | 4,913 | -3.08 | 663 | 7.28 | ||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | University of Maryland Foundation, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 886,816 | -7.56 | 119,756 | 2.31 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4,931 | -2.03 | 666 | 8.31 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 33,933 | -0.64 | 4,031 | 2.36 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2,565 | -4.22 | 346 | 6.13 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 109,053 | -0.80 | 15,072 | 12.37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 487,385 | -0.56 | 66 | 10.17 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 43,476 | -9.60 | 5,905 | 3.60 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 6,774 | -2.70 | 915 | 7.66 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 133,906 | -4.96 | 18,083 | 5.19 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 482 | -46.21 | 65 | -40.37 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11,875 | -1.68 | 1,604 | 8.83 | ||||
| 2025-04-21 | 13F | Abundance Wealth Counselors | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 2,402 | -3.61 | 324 | 6.58 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 466 | -13.70 | 63 | -4.62 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20,063 | -26.51 | 2,709 | -18.67 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service | 140,872 | -10.46 | 19,023 | -0.90 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4,600 | -5.23 | 621 | 4.90 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 25,615 | -12.12 | 3,459 | -2.73 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8,430 | -3.21 | 1,138 | 7.16 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2,771 | -4.15 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 6,945 | -37.43 | 938 | -30.80 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 269,425 | -50.35 | 36,385 | -45.05 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 47,604 | -24.51 | 6,428 | -16.45 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 23,825 | -3.29 | 3,217 | 7.05 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 3,410 | -22.82 | 460 | -14.66 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 18,198 | -23.63 | 2,457 | -15.48 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 145,685 | -0.48 | 19,673 | 10.15 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1,911 | -34.24 | 258 | -27.12 | ||||
| 2025-05-13 | 13F | Eaton Financial Holdings Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 4,171 | -4.09 | 563 | 6.23 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 6,546 | -4.02 | 1 | |||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 4,703 | -2.33 | 635 | 8.18 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,875 | -33.39 | 253 | -28.33 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 19,775 | -4.40 | 2,670 | 5.83 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 42,533 | -0.39 | 5,744 | 10.25 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 96,312 | -4.13 | 11,751 | -9.06 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,680 | -30.86 | 227 | -23.65 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4,080 | -20.19 | 557 | -10.75 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 90 | -41.56 | 12 | -36.84 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9,053 | -0.08 | 1,223 | 10.59 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 55 | -35.29 | 7 | -36.36 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 185,429 | -0.43 | 25,040 | 10.20 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 456,348 | -1.40 | 61,625 | 9.12 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 140 | -75.57 | 19 | -73.91 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 2,610 | -1.10 | 352 | 9.66 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 56,469 | -4.98 | 7,626 | 5.16 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 34,124 | -6.43 | 4,608 | 3.57 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 43,974 | -0.83 | 5,938 | 9.76 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 56,500 | -6.36 | 7,630 | 3.63 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 90,884 | -33.06 | 12,273 | -25.91 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 745 | -1.59 | 101 | 8.70 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 5,256 | -0.08 | 710 | 10.61 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 63,844 | -6.09 | 8,621 | 3.94 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 511,164 | -32.47 | 69,028 | -25.26 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 412 | -18.74 | 56 | -9.84 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 53,048 | -0.96 | 7,164 | 9.61 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 113,097 | -1.93 | 15,273 | 8.54 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 2,409 | -15.09 | 325 | -10.71 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 3,156 | -14.61 | 426 | -5.33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 331,639 | -4.52 | 44,784 | 5.68 | ||||
| 2025-04-23 | 13F | Winebrenner Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 128,620 | -1.82 | 17,369 | 8.67 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2,602 | -3.67 | 351 | 6.69 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 211,553 | -12.93 | 28,568 | -3.63 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 7,194 | -2.64 | 971 | 7.77 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 4,521 | -0.94 | 617 | 15.36 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 4,386 | -0.41 | 592 | 10.24 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 1,784 | -87.56 | 241 | -86.29 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 80,655 | -3.35 | 10,892 | 6.96 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 727,134 | -3.36 | 100,432 | 8.46 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,725 | -3.12 | 503 | 7.25 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 68,654 | -7.00 | 9,271 | 2.93 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 3,893 | -11.92 | 526 | -2.60 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 203,377 | -1.57 | 27,464 | 8.95 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service | 396,667 | -10.15 | 53,566 | -0.55 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service | 392,660 | -11.95 | 53,025 | -2.55 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 17,545 | -1.12 | 2,369 | 9.47 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 39,490 | -1.88 | 5,333 | 8.59 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 15,026 | -2.61 | 2,029 | 7.81 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 28,342 | -0.79 | 3,827 | 9.81 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 30,857 | -1.89 | 6,217 | 62.03 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 61,819 | -0.27 | 8,348 | 10.39 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 2,169 | -3.69 | 293 | 6.57 | ||||
| 2025-05-15 | 13F | Busey Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 18,082 | -4.06 | 2,442 | 6.18 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 183,984 | -5.81 | 24,845 | 4.25 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 178,649 | -2.08 | 24,125 | 8.37 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 173,422 | -18.92 | 23,419 | -10.27 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 982 | -8.99 | 133 | 0.76 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 101 | -95.39 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6,716 | -0.49 | 907 | 10.09 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 1,793,612 | -1.29 | 242 | 9.50 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 24,017 | -4.85 | 3,243 | 5.33 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 431,434 | -1.32 | 58,261 | 9.21 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 50,404 | -1.06 | 6,807 | 9.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,721,438 | -8.24 | 232,480 | 1.56 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 9,751 | -18.24 | 1,317 | -9.55 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 418,567 | -2.54 | 56,523 | 7.87 | ||||
| 2025-05-09 | 13F | Sound Financial Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 135,855 | -15.91 | 18,346 | -6.93 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 4,320 | -33.92 | 583 | -26.85 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1,446,573 | -1.00 | 195,345 | 9.57 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2,765 | -21.47 | 373 | -13.05 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 99,125 | -49.13 | 13,386 | -43.70 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10,983 | -2.04 | 1,483 | 8.41 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 13,226 | -2.52 | 1,786 | 7.92 | ||||
| 2025-07-22 | 13F | Headland Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 127,698 | -0.43 | 17,244 | 10.21 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 235,271 | -8.43 | 31,771 | 1.35 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 1,849 | -0.86 | 250 | 9.69 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 5,909 | -25.04 | 798 | -17.07 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 623,880 | -5.22 | 84 | 5.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 69,544 | -38.77 | 9,391 | -32.23 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Baer Investment Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 25,327 | -73.25 | 3,420 | -70.39 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,325 | -9.50 | 314 | 0.32 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 5,956 | -11.59 | 804 | -2.19 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 38,196 | -8.06 | 5 | 0.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5,283 | -4.59 | 713 | 5.63 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Wealth Effects Llc | 14,945 | -0.61 | 2,018 | 10.03 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 24,740 | -2.97 | 3,341 | 7.36 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 49 | -44.94 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 119,717 | -3.16 | 16,167 | 7.19 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 28,474 | -6.26 | 3,845 | 3.78 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 44,174 | -4.58 | 5,965 | 5.61 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 16,697 | -13.86 | 2,255 | -4.69 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 134,039 | -8.99 | 18,101 | 0.73 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3,363 | -2.75 | 454 | 7.84 | ||||
| 2025-05-14 | 13F | Bank OZK | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 56,299 | -2.51 | 7,603 | 3.26 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 185,418 | -3.41 | 25,036 | 6.89 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 89,090 | -0.52 | 12,031 | 10.09 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4,597 | -4.98 | 621 | 5.08 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 1,804 | -1.20 | 244 | 9.46 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1,594 | -3.74 | 215 | 6.97 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 314,450 | -1.73 | 42,463 | 8.76 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 4,971 | -22.24 | 675 | -13.59 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 105,228 | -2.18 | 14,210 | 8.27 | ||||
| 2025-07-16 | 13F | American National Bank | 4,466 | -3.14 | 603 | 7.30 | ||||
| 2025-08-12 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,886 | -1.79 | 540 | 12.03 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1,388,351 | -2.44 | 187 | 8.09 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 19,784 | -1.26 | 2,414 | -6.36 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 7,089 | -10.70 | 957 | -1.14 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 2,136 | -0.74 | 288 | 9.92 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 23,359 | -1.14 | 3,154 | 9.44 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 3,744 | -6.66 | 506 | 3.27 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 8,846 | -1.55 | 1,195 | 8.94 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 251,673 | -5.20 | 33,986 | 4.92 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1,725 | -22.58 | 233 | -14.39 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 2,983 | -2.52 | 403 | 7.77 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4,982 | -6.41 | 673 | 3.54 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,030,281 | -3.35 | 274,169 | 6.97 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,566,681 | -21.96 | 211,565 | -13.62 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 2,404 | -0.33 | 325 | 10.20 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 63,265 | -1.20 | 8,543 | 9.36 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,912 | -2.96 | 663 | 7.46 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 7,359 | -39.33 | 994 | -32.86 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 3,438 | -15.57 | 464 | -6.45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 62,450 | -4.81 | 8,433 | 5.36 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 3,028 | -2.29 | 409 | 7.94 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 10,286 | -8.70 | 1,389 | 1.09 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 1,909 | -13.11 | 258 | -4.10 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2,080 | -0.53 | 281 | 9.80 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 769 | -0.65 | 94 | -6.06 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 49,790 | -90.94 | 6,724 | -89.97 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 28,526 | -1.76 | 3,852 | 8.75 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8,315 | -1.41 | 1,123 | 9.04 | ||||
| 2025-07-25 | NP | FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,500 | -57.14 | 193 | -57.58 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 151 | -22.56 | 20 | -20.00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 3,752 | -4.82 | 507 | 5.42 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 3,529 | -23.76 | 477 | -15.60 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 2,926 | -8.73 | 395 | 1.02 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 16,987 | -0.19 | 2,294 | 10.45 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 50,461 | -11.57 | 6,814 | -2.13 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 18,521 | -0.02 | 2,501 | 10.66 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 310,565 | -3.57 | 41,940 | 6.76 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8,475 | -3.15 | 1,144 | 7.22 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 3,579 | -26.87 | 483 | -19.10 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 4,380 | -4.37 | 591 | 5.91 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 267,136 | -1.56 | 36,074 | 8.96 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Farnam Financial LLC | 2,990 | -16.20 | 404 | -7.36 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 11,200 | -14.35 | 1,505 | -5.71 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 2,029 | -30.08 | 278 | -13.17 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 46,513 | -11.47 | 6,281 | -2.01 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 775,465 | -22.10 | 104,051 | -14.41 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integras Partners LLC | 3,782 | -1.18 | 511 | 9.21 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 60,318 | -1.69 | 8,145 | 3.22 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 645 | -29.89 | 87 | -22.32 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 8,860 | -0.16 | 1,081 | -5.26 | ||||
| 2025-07-18 | 13F | Rolek Wealth Management LLC | 6,651 | -13.81 | 898 | -0.44 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,107 | -2.54 | 285 | 7.98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 921,408 | -33.68 | 124,427 | -26.59 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 3,698 | -5.13 | 499 | 5.05 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13,808 | -0.34 | 1,865 | 10.30 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 81,640 | -0.17 | 11,025 | 10.48 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 36,192 | -8.06 | 4,886 | 0.62 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 506 | -22.87 | 68 | -10.53 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 7,858 | -7.90 | 1,061 | 2.02 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 329,441 | -0.12 | 44,488 | 10.54 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3,522 | -36.31 | 476 | -29.53 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 112,275 | -14.48 | 15,162 | -5.35 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 39,396 | -3.40 | 5,320 | 6.93 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 3,514 | -7.84 | 474 | 1.94 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 45,974 | -0.79 | 6 | 20.00 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 7,478 | -5.38 | 1 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3,954 | -0.03 | 534 | 10.58 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 320 | -43.66 | 43 | -37.68 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 124,896 | -0.04 | 16,866 | 10.63 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1,912 | -15.14 | 258 | -6.86 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 6,365 | -0.33 | 860 | 10.27 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 3,039 | -57.43 | 410 | -52.87 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 5,624 | -1.80 | 759 | 8.74 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 6,193 | -11.58 | 836 | -2.11 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3,134 | -3.89 | 423 | 10.73 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 2,605 | -4.96 | 352 | 5.09 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 32,080 | -19.59 | 4,332 | -10.99 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48,511 | -1.08 | 6,551 | 9.48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 15,253 | -0.65 | 2,060 | 9.93 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2,256 | -8.07 | 309 | 3.34 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 32 | -52.24 | 4 | -62.50 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2,194 | -38.97 | 296 | -32.42 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 16,245 | -16.16 | 2,091 | -6.03 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 12,178 | -1.87 | 1,696 | 12.02 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 151,526 | -4.76 | 20,463 | 5.41 | ||||
| 2025-08-12 | 13F | Bokf, Na | 22,780 | -6.76 | 3,076 | 3.22 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7,506 | -9.22 | 1,014 | 0.50 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 222 | -3.90 | 27 | -13.33 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 21,413 | -0.26 | 2,892 | 10.39 | ||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 56,957 | -1.90 | 7,691 | 8.58 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 956 | -46.83 | 128 | -42.01 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 116,875 | -0.21 | 15,783 | 10.45 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 189,254 | -41.35 | 25,557 | -35.08 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3,588 | -0.08 | 485 | 4.99 | ||||
| 2025-08-05 | 13F | Burney Co/ | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 8,034 | -10.26 | 1,085 | -0.73 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3,628 | -8.48 | 490 | 1.24 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 12,213 | -0.17 | 1,649 | 10.52 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 24,264 | -34.50 | 3,277 | -27.51 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 4,777 | -6.81 | 645 | 3.20 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 3,438 | -9.95 | 464 | -0.22 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 3,394 | -0.18 | 458 | 10.63 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4,950 | -6.90 | 1 | |||||
| 2025-08-12 | 13F | NDVR, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 385,694 | -5.88 | 52,084 | 4.17 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 866 | -32.24 | 117 | -25.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 22,996 | -5.40 | 3,105 | 4.72 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 10,345 | -8.14 | 1,397 | 1.60 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 5,395 | -4.36 | 728 | 5.81 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 1,828 | -14.90 | 247 | -6.11 | ||||
| 2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 11,694 | -5.59 | 1,579 | 4.50 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 13,048 | -0.15 | 1,762 | 10.54 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 14,990 | -18.49 | 1,829 | -22.71 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 198,558 | -2.52 | 26,813 | 7.90 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6,379 | -0.41 | 861 | 10.24 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 295,956 | -15.80 | 39,777 | -5.87 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 55,790 | -0.12 | 7,534 | 10.55 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 1,893 | -18.89 | 256 | -10.21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,054 | -29.64 | 142 | -21.98 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 14,941 | -6.47 | 2,018 | 3.49 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,652,330 | -3.57 | 223,131 | 6.72 | ||||
| 2025-05-09 | 13F | Ball & Co Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 7,403 | -0.48 | 1,000 | 10.14 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 258,328 | -51.05 | 34,885 | -45.82 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 8,051 | -2.84 | 1,087 | 7.52 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 464,493 | -4.56 | 62,725 | 5.63 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 55,300 | -0.36 | 7,468 | 10.28 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 73,677 | -11.34 | 9,949 | -1.87 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | West Bancorporation Inc | 4,178 | -5.11 | 564 | 5.03 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 43,045 | -0.25 | 5,813 | 10.39 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 91,007 | -2.52 | 12,290 | 7.89 | ||||
| 2025-04-16 | 13F | Tudor Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1,831 | -7.62 | 0 | |||||
| 2025-05-14 | 13F | United Asset Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 19,425 | -5.61 | 2,669 | 6.29 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 2,068 | -0.43 | 279 | 10.28 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 3,184 | -92.20 | 430 | -91.38 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 41,414 | -1.60 | 5,592 | 8.90 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,117,760 | -1.20 | 285,982 | 9.35 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 63 | -83.59 | 9 | -81.82 | ||||
| 2025-04-14 | 13F | Lpwm Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 99,804 | -1.22 | 13,478 | 9.33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,552 | -45.51 | 210 | -39.77 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 84,491 | -6.66 | 11,410 | 3.30 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 103,958 | -13.38 | 14,038 | -4.13 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 2,096 | -3.72 | 283 | 6.79 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 10,658 | -0.62 | 1,439 | 4.35 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 81,488 | -2.43 | 11,004 | 7.99 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 25,115 | -0.92 | 3,392 | 9.67 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 77,075 | -6.54 | 10 | 0.00 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 36,490 | -4.73 | 4,928 | 5.44 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 19,002 | -1.19 | 2,566 | 9.34 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,476 | -27.39 | 334 | -19.71 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 68,115 | -2.72 | 9,198 | 7.67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6,200 | -55.07 | 837 | -50.27 | |||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 3,438 | -1.77 | 464 | 8.67 | ||||
| 2025-07-15 | 13F | Cigna Investments Inc /new | 231,072 | -4.61 | 31 | 6.90 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 4,122 | -4.89 | 557 | 5.30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 20,500 | -11.26 | 2,768 | -1.77 | |||
| 2025-08-08 | 13F | VeraBank, N.A. | 5,721 | -37.92 | 773 | -31.32 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 21,243 | -13.43 | 2,869 | -4.18 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 18,712 | -21.48 | 2,527 | -13.11 | ||||
| 2025-08-05 | 13F | Allstate Corp | 748,331 | -39.04 | 101,055 | -32.53 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4,441 | -25.07 | 600 | -17.15 | ||||
| 2025-04-16 | 13F | Greenhouse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 68,547 | -13.39 | 9,257 | -4.14 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 9,034 | -35.21 | 1,093 | -39.04 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 55,005 | -0.76 | 7,428 | 9.83 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 8,227 | -10.48 | 1,111 | -0.98 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 12,862 | -21.99 | 1,746 | -7.72 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 150,532 | -3.40 | 20,328 | 6.91 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 35,788 | -83.98 | 4,180 | -84.67 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3,064 | -6.56 | 414 | 3.25 | ||||
| 2025-07-18 | 13F | Vicus Capital | 4,951 | -0.30 | 669 | 10.41 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 126,249 | -15.06 | 17,049 | -5.99 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 146,884 | -0.41 | 19,835 | 10.23 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,294 | -81.08 | 580 | -79.60 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 4,024 | -12.98 | 543 | -3.72 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,961 | -1.21 | 265 | 9.09 | ||||
| 2025-05-15 | 13F | Yale University | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1,945 | -3.67 | 263 | 6.50 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 12,712 | -2.03 | 1,717 | 8.40 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 1,705 | -19.00 | 237 | -7.42 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 5,908 | -5.88 | 721 | -10.78 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 6,812 | -0.01 | 920 | 10.59 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 310 | -34.60 | 42 | -28.07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 364,809 | -0.12 | 49,264 | 10.55 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 3,194 | -11.18 | 431 | -1.60 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2,500 | -6.16 | 338 | 3.69 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5,609 | -2.55 | 757 | 7.83 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 9,666 | -1.16 | 1,305 | 9.39 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 4,468 | -24.82 | 603 | -16.83 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 8,322 | -11.50 | 1,124 | -2.09 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 16,724 | -0.30 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 3,871 | -24.16 | 523 | -16.08 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 50,605 | -0.42 | 6,834 | 10.21 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 12,033 | -5.75 | 1,625 | 4.30 | ||||
| 2025-05-15 | 13F | Hall Laurie J Trustee | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2,190 | -70.90 | 296 | -67.86 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 39,589 | -8.83 | 5,346 | 0.91 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12,194 | -7.74 | 1,647 | 2.11 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13,586 | -2.65 | 1,835 | 7.76 | ||||
| 2025-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 6,492 | -4.89 | 877 | 5.29 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9,482 | -0.41 | 1,280 | 10.25 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 30,332 | -0.28 | 4,096 | 10.37 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1,444 | -1.10 | 195 | 8.99 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 31,841 | -2.60 | 4,300 | 7.80 | ||||
| 2025-07-18 | 13F | jvl associates llc | 442,766 | -4.02 | 59,791 | 6.23 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 10,583 | -11.41 | 1,429 | -1.92 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 582,276 | -50.15 | 78,631 | -44.83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 39,801 | -19.84 | 5,375 | -11.29 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 10,725 | -5.36 | 1,309 | -2.75 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 2,660 | -0.75 | 359 | 10.12 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 4,620 | -2.43 | 624 | 7.97 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 113,376 | -5.95 | 15,310 | 4.09 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 12,299 | -11.48 | 1,661 | -2.06 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 34,858 | -1.71 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 361,135 | -1.39 | 48,768 | 9.14 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 81,579 | -0.19 | 11,016 | 10.47 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 641,429 | -0.27 | 86,619 | 10.38 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 60,801 | -14.02 | 8,211 | -4.84 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 3,479,204 | -3.18 | 469,832 | 7.16 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 217,400 | -5.24 | 29,358 | 4.88 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 1,876 | -48.00 | 253 | -42.50 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 374,121 | -1.20 | 50,521 | 9.36 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 595 | -70.31 | 80 | -95.52 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11,275,319 | -2.28 | 1,523 | 8.17 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 4,424 | -0.90 | 597 | 9.74 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4,730 | -61.78 | 639 | -57.72 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 16,983 | -23.88 | 2,293 | -15.76 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 8,790 | -9.61 | 1,187 | 0.08 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 39,200 | -26.45 | 4,783 | -30.24 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 2,812 | -2.97 | 380 | 7.37 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 1,018 | -0.97 | 137 | 9.60 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 17,950 | -17.85 | 2,190 | -22.06 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 8,434 | -0.14 | 1,139 | 10.49 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 5,360 | -6.13 | 724 | 3.88 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 192,006 | -0.53 | 25,929 | 10.10 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 137,416 | -4.96 | 18,557 | 5.19 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 15,922 | -3.00 | 2,199 | 9.84 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3,208 | -8.45 | 433 | 1.41 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 1st Source Bank | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 275,195 | -0.36 | 33,577 | -5.48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,602,451 | -1.46 | 216 | 9.09 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 5,167 | -22.95 | 698 | -14.79 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5,563 | -63.51 | 751 | -59.62 | ||||
| 2025-05-06 | 13F | Fagan Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 14,297 | -10.66 | 1,931 | -1.13 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 127,341 | -5.10 | 17,196 | 5.03 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 47,874 | -17.84 | 6,465 | -9.07 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 139 | -65.93 | 19 | -63.27 | ||||
| 2025-04-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 1,749 | -3.48 | 236 | 6.79 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 16,519 | -2.18 | 2,231 | 8.25 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 54,727 | -2.48 | 7,390 | 7.93 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 150,627 | -3.47 | 20,341 | 6.84 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6,965 | -89.70 | 941 | -88.61 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 370 | -1.07 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6,766 | -22.75 | 914 | -14.51 |
