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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 80,990 | -0.86 | 19,193 | 5.95 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,154 | -19.69 | 274 | -13.84 | ||||
| 2025-04-21 | 13F | Autumn Glory Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 48,226 | -2.24 | 11,429 | 4.47 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 40,121 | -4.49 | 9,508 | 2.07 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 166,380 | -4.64 | 39,429 | 1.90 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,962 | -4.68 | 1,413 | 1.80 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 23,447 | -1.12 | 5,556 | 5.65 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,174 | -43.89 | 1,226 | -40.05 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 5,864 | -1.15 | 1,418 | 7.76 | ||||
| 2025-04-23 | 13F | Bluesphere Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 19,428 | -0.26 | 4,604 | 6.60 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6,694 | -26.55 | 1,586 | -21.52 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 7,519 | -12.92 | 1,782 | -6.95 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 64,382 | -0.06 | 15,257 | 6.81 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 4,622 | -0.82 | 1,095 | 6.00 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 3,797 | -28.59 | 900 | -23.75 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 1,449 | -95.82 | 343 | -95.54 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 2,346 | -0.72 | 556 | 6.12 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 308,790 | -4.61 | 73,177 | 1.94 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 14,172 | -54.25 | 3,358 | -51.11 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 24,936 | -39.70 | 5,909 | -35.56 | ||||
| 2025-05-12 | 13F | Northwest Quadrant Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Farmers Trust Co | 1,092 | -14.95 | 259 | -9.15 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 249,028 | -72.72 | 59,015 | 36.46 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 23,442 | -3.38 | 5,555 | 3.25 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 2,895 | -2.36 | 686 | 4.26 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 848 | -0.70 | 201 | 6.35 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 13,203 | -1.53 | 3,129 | 15.34 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 9,885 | -93.55 | 2,343 | -93.11 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 6,946 | -3.42 | 1,646 | 3.26 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 15,132 | -33.53 | 3,586 | -28.97 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 1,262,115 | -13.89 | 299,096 | -7.98 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 29,295 | -10.10 | 6,942 | -3.93 | ||||
| 2025-05-14 | 13F | Avestar Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 926 | -4.93 | 219 | 1.86 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 25,956 | -11.03 | 6,377 | -1.42 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 814 | -20.51 | 193 | -15.42 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,810 | -26.78 | 429 | -21.72 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 1,241 | -1.59 | 294 | 5.38 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 3,364 | -7.25 | 797 | -0.87 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 78,109 | -2.99 | 18,510 | 3.67 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 18,306 | -64.55 | 4,338 | -65.04 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 32,915 | -5.53 | 7,800 | 0.96 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 4,191 | -11.15 | 993 | -4.98 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 147 | -40.96 | 33 | -45.76 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,431 | -17.66 | 339 | -11.95 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 2,407 | -47.89 | 570 | -44.34 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 146,339 | -2.57 | 34,692 | 4.16 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 1,036 | -12.65 | 246 | -6.49 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 59,562 | -4.75 | 14,115 | 1.80 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 17,606 | -9.88 | 4,186 | -3.37 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 251,260 | -0.05 | 59,544 | 6.82 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 1,126 | -43.47 | 267 | -39.68 | ||||
| 2025-08-14 | 13F | London Co Of Virginia | 427 | -77.51 | 101 | -76.01 | ||||
| 2025-05-08 | 13F | BCGM Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 665,898 | -1.61 | 157,805 | 5.15 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 3,322 | -2.41 | 787 | 4.38 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 3,062 | -12.26 | 726 | -6.21 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 2,142 | -37.88 | 508 | -33.64 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 2,663 | -1.19 | 631 | 5.70 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 3,146 | -7.61 | 746 | -1.32 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 5,584 | -2.56 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 74,542 | -5.51 | 18,061 | 11.24 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 341,352 | -6.50 | 80,894 | -0.08 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,781 | -0.50 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 14,827 | -6.18 | 3,514 | 0.26 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 79,769 | -49.84 | 18,904 | -46.40 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 6,775 | -0.16 | 1,606 | 6.78 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2,225 | -5.92 | 527 | 0.57 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 19,373 | -0.27 | 4,683 | 8.71 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 5,496 | -21.27 | 1,302 | -15.89 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A | 3,300 | -52.17 | 782 | -48.89 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 22,428 | -1.40 | 5,315 | 5.37 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 2,595 | -81.93 | 615 | -80.69 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 2,522 | -57.01 | 598 | -54.08 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 4,422 | -0.96 | 1,048 | 5.76 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 2,657 | -10.75 | 630 | -4.70 | ||||
| 2025-04-23 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 929 | -7.47 | 220 | -0.90 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 1,655 | -1.95 | 392 | 4.81 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 1,597 | -18.14 | 378 | -12.50 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 4,730 | -3.57 | 1,121 | 3.04 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 2,124 | -1.53 | 503 | 5.23 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 7,179 | -1.68 | 1,701 | 5.06 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,906 | -89.77 | 926 | -89.07 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 1 | -99.51 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 4,897 | -9.16 | 1,161 | -2.93 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 17,709 | -0.19 | 4,211 | 7.02 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 19,072 | -9.77 | 4,520 | -3.58 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 49,084 | -13.09 | 11,671 | -6.82 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 26,161 | -8.39 | 6,200 | -2.08 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 32,742 | -1.98 | 8 | 0.00 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 27,575 | -4.83 | 6,535 | 1.70 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 19,396 | -2.88 | 4,597 | 3.79 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 7,633 | -0.30 | 1,809 | 6.54 | ||||
| 2025-05-29 | NP | JAHBX - Small Cap Value Trust NAV | 36,414 | -41.85 | 8,075 | -46.33 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 119 | -1.65 | 28 | 7.69 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 52 | -13.33 | 12 | -14.29 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 94,858 | -7.85 | 22,480 | -1.52 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,711,146 | -6.22 | 405,507 | 0.22 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 1,903 | -1.25 | 451 | 5.62 | ||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 1,977 | -10.10 | 469 | -3.90 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 2,279 | -70.09 | 540 | -68.03 | ||||
| 2025-04-21 | 13F | MGO Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cypress Capital Group | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 936 | -0.43 | 222 | 6.25 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 11,522 | -3.32 | 2,739 | 3.67 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 16,308 | -19.38 | 3,865 | -13.85 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4,805 | -13.63 | 1,139 | -7.70 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1,939 | -0.67 | 460 | 6.25 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 200,427 | -2.01 | 47,497 | 4.72 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 9,737 | -0.20 | 2,307 | 6.66 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 171,223 | -0.87 | 40,576 | 5.94 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 12,478 | -1.19 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 4,772 | -13.97 | 1,131 | -8.13 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 154 | -2.53 | 36 | -2.70 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 7,822 | -7.05 | 1,854 | -0.64 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 7,209 | -68.96 | 1,708 | -66.83 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 14,753 | -3.95 | 3,496 | 2.67 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 6,170 | -56.59 | 1,462 | -53.60 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17,492 | -60.51 | 4,159 | -57.66 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 1,550 | -1.27 | 367 | 5.46 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 813 | -17.71 | 193 | -12.33 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 2,106 | -1.63 | 499 | 5.06 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 28,828 | -2.08 | 6,832 | 4.64 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 34,366 | -12.29 | 8,144 | -6.26 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 7,147 | -35.98 | 1,694 | -31.60 | ||||
| 2025-08-12 | 13F | Sandhill Capital Partners LLC | 2,612 | -1.17 | 619 | 5.46 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2,666 | -43.92 | 608 | -38.21 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 1,782 | -0.50 | 422 | 6.30 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 899 | -36.82 | 213 | -32.38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 333,977 | -2.36 | 79,146 | 4.35 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 2,224 | -40.53 | 527 | -36.43 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 61,129 | -7.11 | 14,486 | -0.73 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 6,588 | -0.06 | 1,561 | 6.84 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 12,473 | -3.56 | 2,956 | 3.07 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 341,352 | -6.50 | 80,894 | -0.08 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 2,582 | -1.30 | 612 | 5.34 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 9,694 | -2.47 | 2,297 | 4.22 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 3,522 | -0.37 | 835 | 6.51 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 30 | -40.00 | 7 | -36.36 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 17,201 | -15.18 | 4,076 | -9.36 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 178,520 | -25.52 | 42,431 | 22.68 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 2,685 | -14.49 | 636 | -8.62 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 1,153 | -41.35 | 273 | -37.24 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 9,628 | -0.25 | 2,282 | 6.59 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 1,988 | -28.02 | 477 | -22.06 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 10,547 | -3.68 | 2,499 | 2.92 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 1,540 | -9.20 | 365 | -3.19 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 853 | -6.37 | 202 | 0.00 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 3,255 | -2.25 | 771 | 4.47 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 17,598 | -3.87 | 4,170 | 2.73 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 16,906 | -3.43 | 4,006 | 3.19 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2,220 | -1.33 | 526 | 5.41 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 39,461 | -1.80 | 9 | 12.50 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 21,312 | -0.16 | 5,051 | 6.70 | ||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 1,729 | -55.77 | 410 | -52.77 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 2,698 | -11.69 | 639 | -5.61 | ||||
| 2025-07-16 | 13F | Cabana Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | D L Carlson Investment Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 2,070 | -1.33 | 491 | 5.38 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7,255 | -15.43 | 1,719 | -9.62 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 26,658 | -2.74 | 6,317 | 3.95 | ||||
| 2025-04-11 | 13F | OLIO Financial Planning | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,262 | -6.73 | 299 | 0.00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 4,345 | -18.17 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,802 | -10.65 | 901 | -4.45 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2,549 | -40.53 | 604 | -36.42 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7,056 | -29.02 | 1,672 | -24.14 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 945 | -4.45 | 224 | 1.83 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 3,117 | -3.80 | 739 | 2.79 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 8,351 | -2.44 | 1,979 | 4.21 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 10,989 | -10.09 | 2,604 | -3.91 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 36,485 | -0.68 | 8,646 | 6.15 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 14,163 | -1.07 | 3,356 | 5.73 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 1,709 | -0.87 | 405 | 6.02 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 424 | -25.87 | 100 | -20.63 | ||||
| 2025-05-05 | 13F | Copperwynd Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 1,844 | -1.55 | 437 | 5.06 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 188,608 | -9.50 | 44,696 | -3.29 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 1,130 | -97.64 | 267 | -97.48 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1,239 | -42.26 | 294 | -38.32 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 24,619 | -0.08 | 5,834 | 6.79 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 759 | -69.66 | 180 | -67.69 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 11,555 | -4.58 | 2,738 | 1.97 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 6,154 | -0.08 | 1,458 | 6.81 | ||||
| 2025-07-16 | 13F | First American Bank | 6,259 | -7.23 | 1,483 | -0.87 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 6,589 | -62.00 | 1,561 | -59.40 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 48 | -81.18 | 11 | -80.36 | ||||
| 2025-05-09 | 13F | R. W. Roge & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | St. Louis Trust Co | 48,891 | -0.74 | 11,586 | 6.08 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 43,671 | -0.70 | 10,383 | 6.48 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5,592 | -26.46 | 1,325 | -21.41 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 15,743 | -3.66 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 23,697 | -4.67 | 5,616 | 1.87 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 4,852 | -10.31 | 1,150 | -4.17 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 1,485 | -22.78 | 352 | -17.61 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 5,170 | -31.67 | 1,146 | -36.93 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | waypoint wealth counsel | 15,822 | -2.37 | 3,749 | 4.34 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 1,093 | -18.62 | 259 | -12.79 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 7 | -22.22 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 3,388 | -55.90 | 816 | -52.31 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 42,795 | -27.76 | 10 | -23.08 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 13,683 | -2.37 | 3,034 | -13.26 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 35,153 | -45.45 | 8,358 | -41.51 | ||||
| 2025-05-12 | 13F | Pcg Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 489 | -55.95 | 116 | -53.25 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 6,314 | -0.02 | 1,496 | 6.86 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 12,511 | -0.40 | 2,965 | 6.43 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 1,147 | -1.88 | 272 | 4.63 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 324,978 | -0.39 | 77,013 | 6.46 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 18,937 | -7.13 | 4,488 | -0.75 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 37,467 | -14.08 | 8,879 | -8.17 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 5,272 | -2.23 | 1,249 | 4.52 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 41,991 | -0.85 | 9,951 | 5.96 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1,679 | -41.62 | 398 | -37.68 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 914 | -9.24 | 217 | -3.14 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 13,766 | -1.46 | 3,262 | 5.33 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 81,174 | -2.92 | 19,244 | 3.79 | ||||
| 2025-05-15 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 5,198 | -7.79 | 1,232 | -1.44 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 13,033 | -1.56 | 3,089 | 5.21 | ||||
| 2025-05-01 | 13F | Mason Investment Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 9,377 | -7.51 | 2,222 | -1.16 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 3,354 | -3.48 | 795 | 3.12 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10,851 | -6.57 | 2,571 | -0.16 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 6,696 | -10.30 | 1,587 | -4.17 | ||||
| 2025-04-28 | 13F | RKL Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 1,024 | -12.40 | 249 | 3.75 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 24,541 | -0.20 | 5,816 | 6.64 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 4,569 | -0.28 | 1,083 | 6.50 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 12,204 | -13.82 | 2,706 | -20.46 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 51,635 | -0.33 | 12,237 | 6.52 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2,475 | -3.32 | 587 | 3.35 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 26,489 | -27.86 | 6,277 | -22.91 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 30,338 | -13.24 | 7,189 | -7.29 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 9,885 | -13.29 | 2,343 | -7.36 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 2,026 | -2.69 | 480 | 4.12 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1,140 | -7.47 | 270 | -1.10 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 2,041 | -12.14 | 484 | -6.21 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Twin Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 12,942 | -4.82 | 3,070 | 1.72 | ||||
| 2025-05-13 | 13F | Certus Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 24,402 | -1.88 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2,150 | -11.74 | 510 | -5.74 | ||||
| 2025-05-29 | NP | RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 47,232 | -0.12 | 11,193 | 6.74 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 4,098 | -1.37 | 998 | 15.64 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15,962 | -14.43 | 3,783 | -8.56 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 3,799 | -2.09 | 900 | 4.65 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 2,621 | -8.80 | 621 | -2.51 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 14,787 | -1.62 | 3,504 | 5.13 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 1,255 | -14.57 | 297 | -8.62 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 12,504 | -0.82 | 2,963 | 6.01 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 70,470 | -19.54 | 16,700 | -14.02 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 6,119 | -2.81 | 1,450 | 3.87 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 6,153 | -1.22 | 1,414 | 1.80 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 56,343 | -0.12 | 13,352 | 6.74 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 1,309 | -89.53 | 310 | -88.82 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 5,499 | -3.41 | 1,303 | 3.25 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 5 | -58.33 | 1 | -50.00 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 42,542 | -1.61 | 10,083 | 5.17 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 68,092 | -14.46 | 16,136 | -8.59 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 1,437 | -32.57 | 341 | -27.97 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 1,255 | -97.25 | 297 | -97.07 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 1,981 | -8.71 | 470 | -2.49 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 10,230 | -4.00 | 2,424 | 2.62 | ||||
| 2025-05-12 | 13F | Barrow Hanley Mewhinney & Strauss Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 13,483 | -1.55 | 3,195 | 5.24 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 805 | -3.48 | 191 | 2.70 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 4,668 | -0.06 | 1,106 | 6.86 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2,109 | -2.32 | 500 | 4.39 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 23,254 | -19.04 | 5,511 | -13.49 | ||||
| 2025-08-14 | 13F | Family Management Corp | 150 | -1.96 | 36 | 6.06 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 3,082 | -12.47 | 730 | -6.41 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 49,472 | -2.01 | 11,724 | 4.72 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 8,538 | -0.44 | 2,023 | 6.42 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 14,554 | -0.24 | 3 | 0.00 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1,251 | -5.66 | 297 | 1.02 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 111,421 | -3.16 | 26,405 | 3.50 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 20,526 | -24.12 | 4,864 | -18.91 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2,424 | -0.08 | 574 | 6.89 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4,759 | -3.27 | 1,128 | 10.06 | ||||
| 2025-05-14 | 13F | Texas Capital Bank Wealth Management Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 16,306 | -27.58 | 3,864 | -22.61 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 3,816 | -19.92 | 904 | -14.39 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 135,675 | -2.36 | 32,152 | 4.34 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8,894 | -12.62 | 2,108 | -6.65 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 158,502 | -4.59 | 37,562 | 1.97 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 2,407 | -0.78 | 570 | 6.15 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 1,380 | -3.29 | 327 | 3.48 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Retirement Solution Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 6,306 | -11.11 | 1,494 | -5.02 | ||||
| 2025-05-14 | 13F | Barnes Wealth Management Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 126 | -18.18 | 30 | -14.71 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 839 | -23.03 | 199 | -17.84 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 42,411 | -6.25 | 10,050 | 0.19 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 46,407 | -1.19 | 10,997 | 5.60 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 5,791 | -2.31 | 1,372 | 4.41 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 325,006 | -2.98 | 77,020 | 3.68 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 1,233 | -1.20 | 292 | 5.80 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 3,932 | -2.33 | 872 | -9.93 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 11,810 | -6.21 | 2,799 | 0.21 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4,413 | -17.87 | 1,046 | -12.26 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 1,092 | -75.46 | 259 | -73.83 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 13,566 | -7.80 | 3,215 | -1.47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 59,552 | -61.85 | 14,113 | -59.24 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3,093 | -70.84 | 733 | -68.84 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 5,769 | -13.42 | 1,372 | -2.35 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 42,200 | -20.38 | 10,001 | -14.91 | |||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 30,234 | -0.21 | 7,189 | 7.00 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5,026 | -6.48 | 1,191 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 5,000 | -57.98 | 1,185 | -55.12 | |||
| 2025-08-13 | 13F | Scotia Capital Inc. | 9,887 | -4.33 | 2,343 | 2.23 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 4,100 | -0.77 | 972 | 6.00 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 12,230 | -0.09 | 2,898 | 6.78 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 2,020 | -26.55 | 480 | -21.35 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 869 | -8.33 | 206 | -2.38 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 13,748 | -1.47 | 3,258 | 5.30 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 18,510 | -7.62 | 4,387 | -1.28 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 1,375 | -22.40 | 326 | -17.30 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 1,597 | -5.78 | 378 | 0.80 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 3,076 | -28.86 | 729 | -24.01 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 131,841 | -0.06 | 32,115 | 9.79 | ||||
| 2025-08-08 | 13F | Allianz Se | 245 | -99.26 | 58 | -99.21 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 1,733 | -5.46 | 411 | 0.99 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5,815 | -2.87 | 1,378 | 3.84 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 6,921 | -0.07 | 1,646 | 7.17 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 23,397 | -2.83 | 5,545 | 3.84 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 1,203 | -15.64 | 285 | -9.81 | ||||
| 2025-08-14 | 13F | Spectrum Financial Alliance Ltd LLC | 45,629 | -1.60 | 10,926 | 6.25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 859,492 | -6.13 | 203,683 | 0.32 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 890 | -19.09 | 211 | -13.58 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 12,259 | -4.19 | 2,905 | 2.40 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 116,954 | -0.42 | 27,716 | 6.42 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 23 | -81.15 | 5 | -81.48 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 938 | -10.24 | 222 | -3.90 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 1,649 | -8.59 | 391 | -2.50 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 63,441 | -0.55 | 15,034 | 6.28 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 13,576 | -0.73 | 3,217 | 6.10 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 5,041 | -10.38 | 1,213 | -2.73 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 7,579 | -3.40 | 1,796 | 3.28 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 6,023 | -10.47 | 1,427 | -4.29 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 19,403 | -45.86 | 4,598 | -42.14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 22,695 | -1.41 | 5,378 | 5.37 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 2,317 | -1.99 | 549 | 4.77 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 36,201 | -10.46 | 8,579 | -4.31 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 241 | -8.37 | 57 | -1.72 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3,987 | -33.45 | 945 | -28.84 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 53,189 | -16.71 | 12,605 | -10.99 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 1,626 | -55.73 | 398 | -51.11 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 6,884 | -0.56 | 1,631 | 6.25 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 182,267 | -1.05 | 40,418 | -8.68 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 6,386 | -3.02 | 1,513 | 3.63 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 71,391 | -0.96 | 16,919 | 5.84 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 1,900 | -90.21 | 450 | -89.55 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3,933 | -15.96 | 932 | -9.07 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2,202 | -0.18 | 522 | 6.54 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 2,356 | -38.44 | 566 | -28.93 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 12,049 | -9.85 | 2,872 | -3.07 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 855 | -11.03 | 203 | -5.16 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 4,167 | -3.07 | 1,021 | 9.56 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 7,167 | -7.18 | 1,698 | -0.82 | ||||
| 2025-07-16 | 13F | American National Bank | 154 | -9.94 | 36 | -2.70 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 4,699 | -2.08 | 1,114 | 4.61 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 6,176 | -0.44 | 1,464 | 6.40 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 2,178 | -6.20 | 516 | 0.39 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 5,910 | -2.38 | 1,401 | 4.32 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 85,513 | -0.32 | 20,265 | 6.52 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 33,732 | -3.03 | 7,994 | 3.62 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Arrow Financial Corp | 49,129 | -3.18 | 11,643 | 3.47 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 26,762 | -1.91 | 6,342 | 4.83 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 7,959 | -1.87 | 1,886 | 4.89 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 1,144 | -1.29 | 271 | 5.45 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 236 | -27.16 | 57 | -19.72 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 96,875 | -22.92 | 23,034 | -17.36 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 13,722 | -1.49 | 3,252 | 5.28 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,250 | -39.02 | 296 | -39.84 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 14,590 | -0.27 | 3,458 | 6.57 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 1,237 | -11.96 | 293 | -5.79 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2,465 | -14.23 | 584 | -8.32 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 134 | -60.36 | 30 | -67.78 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 23,260 | -17.67 | 5,512 | -12.01 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 49,102 | -50.38 | 12 | -47.62 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 2,962 | -50.86 | 702 | -47.53 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 14,929 | -0.21 | 3,538 | 6.63 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 1,346 | -2.60 | 319 | 3.92 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1,242 | -6.90 | 294 | -0.34 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23,488 | -16.95 | 5,585 | -10.96 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 1,803 | -2.06 | 427 | 4.66 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 2,098 | -9.18 | 497 | -2.93 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 22,690 | -50.69 | 5,377 | -47.30 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 982 | -20.29 | 233 | -15.02 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 28,555 | -0.12 | 6,767 | 6.74 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 1,834 | -0.97 | 435 | 5.85 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 20,338 | -46.66 | 4,820 | -43.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 103 | -41.81 | 24 | -42.86 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 16,503 | -5.00 | 3,911 | 1.51 | ||||
| 2025-08-14 | 13F | Acas, Llc | 3,755 | -1.05 | 939 | 13.97 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3,209 | -13.04 | 1 | |||||
| 2025-07-08 | 13F | Lpwm Llc | 1,990 | -3.68 | 472 | 2.84 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1,086 | -37.01 | 257 | -32.72 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 8,598 | -4.72 | 2,037 | 1.80 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1,760 | -1.46 | 417 | 5.30 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 1,090 | -3.80 | 258 | 2.79 | ||||
| 2025-05-06 | 13F | Compass Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 23,291 | -4.92 | 5,519 | 1.60 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2,413 | -5.63 | 572 | -0.52 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 1,954 | -13.31 | 463 | -7.21 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 1,137 | -16.76 | 272 | -4.23 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 50,350 | -0.04 | 11,932 | 6.82 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 20,174 | -16.55 | 4,781 | -10.82 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 19,120 | -0.57 | 4,531 | 6.26 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 34,186 | -4.56 | 8,101 | 1.99 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 28,047 | -83.13 | 6,647 | -81.97 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 25,001 | -19.55 | 5,925 | -14.03 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10,856 | -27.05 | 2,573 | -22.06 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 3,089 | -0.99 | 732 | 5.93 | ||||
| 2025-04-28 | 13F | O'Brien Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 3,238 | -4.29 | 767 | 2.27 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 449,593 | -7.09 | 106,545 | -0.71 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 1,876 | -16.70 | 445 | -11.02 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 43,181 | -21.15 | 10 | -16.67 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 6,847 | -2.88 | 1,623 | 3.77 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 10,985 | -6.95 | 2,603 | -0.57 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 36,647 | -0.81 | 8,685 | 5.99 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 30,138 | -2.67 | 7 | 16.67 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 3,502 | -4.84 | 833 | 1.96 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 19,872 | -3.54 | 4,709 | 3.09 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 17,058 | -0.80 | 4,042 | 6.01 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 501 | -22.80 | 119 | -18.06 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 146,132 | -0.31 | 35 | 6.25 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 765 | -26.93 | 181 | -21.98 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 11,268 | -0.78 | 2,670 | 6.04 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 207,192 | -8.41 | 49 | -2.00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 14,082 | -0.74 | 3,337 | 6.10 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 20,585 | -27.17 | 4,878 | -22.16 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 195 | -39.25 | 46 | -35.21 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 9,851 | -28.14 | 2,334 | -23.20 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 5,135 | -26.30 | 1,217 | -27.32 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 4,112 | -0.05 | 974 | 6.80 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 776 | -7.29 | 184 | -0.54 | ||||
| 2025-04-16 | 13F | Kelly Financial Group Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Legacy Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 7,447 | -2.46 | 1,771 | 4.55 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 265,630 | -2.60 | 62,949 | 4.09 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 1,705 | -26.76 | 404 | -21.90 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 16,770 | -5.91 | 3,974 | 0.56 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 30,746 | -3.13 | 7,286 | 3.52 | ||||
| 2025-04-29 | NP | DYTA - SGI Dynamic Tactical ETF | 13,624 | -77.77 | 3,237 | -79.73 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4,858 | -4.33 | 1,151 | 2.31 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 1,860 | -7.92 | 441 | -1.57 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 5,428 | -94.24 | 1,286 | -93.84 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 1,470 | -8.12 | 348 | -1.69 | ||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 2,871 | -27.54 | 680 | -22.55 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 15,340 | -1.52 | 3,635 | 5.24 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 44,743 | -1.34 | 10,603 | 5.44 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3,094 | -30.24 | 733 | -25.43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 327,277 | -14.37 | 78 | -8.33 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 11,321 | -1.57 | 2,683 | 5.18 | ||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 20,296 | -5.06 | 4,810 | 1.46 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Newton One Investments LLC | 20,711 | -1.13 | 4,908 | 5.66 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 864 | -97.61 | 205 | -97.46 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 10,574 | -0.66 | 2,506 | 6.19 | ||||
| 2025-07-30 | 13F | Sentry LLC | 1,048 | -2.96 | 248 | 3.77 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 1,345 | -5.15 | 319 | 1.27 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20,707 | -7.02 | 4,907 | -0.63 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 8,054 | -9.32 | 1,909 | -3.10 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,357 | -13.35 | 322 | -7.49 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,180,480 | -2.73 | 279,750 | 18.98 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 5,178 | -4.25 | 1,227 | 2.34 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 3,205 | -4.19 | 762 | 2.83 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 5,597 | -1.93 | 1,326 | 4.82 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Capital Square, LLC | 2,345 | -7.86 | 568 | 0.71 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 12,422 | -6.58 | 2,944 | -0.17 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 8,600 | -40.28 | 2,038 | -36.17 | |||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 10,458 | -7.78 | 2,478 | -1.43 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 776 | -24.07 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6,500 | -46.28 | 1,540 | -42.60 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,791 | -54.82 | 2,083 | -51.72 | ||||
| 2025-04-29 | 13F | Baker Boyer National Bank | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5,358 | -46.87 | 1,270 | -43.25 | ||||
| 2025-07-22 | 13F | Legacy Trust | 976 | -14.08 | 231 | -7.97 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 2,409 | -99.18 | 534 | -99.24 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-10 | 13F | Arthur M. Cohen & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1,612 | -2.89 | 382 | 3.80 | ||||
| 2025-07-31 | 13F | City State Bank | 9,719 | -1.87 | 2,303 | 4.87 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 18,379 | -41.07 | 4,356 | -37.02 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 3,433 | -16.27 | 813 | -10.56 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 21,566 | -60.19 | 5,111 | -57.46 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 18,416 | -4.62 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 4,762 | -6.02 | 1,128 | 0.45 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 1,566 | -55.17 | 367 | -52.52 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 3,695 | -0.19 | 876 | 6.71 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 25,656 | -35.35 | 6,080 | -30.92 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 2,297 | -5.63 | 544 | 0.93 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 4,766 | -8.92 | 1,129 | -2.67 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 16,036 | -22.40 | 3,800 | -17.07 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 1,729 | -0.69 | 410 | 5.96 | ||||
| 2025-05-15 | 13F | Family Office Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 618,335 | -21.79 | 146,533 | -16.41 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 991 | -0.30 | 235 | 6.36 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 31,059 | -5.93 | 7,360 | 0.53 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 14,167 | -11.07 | 3,357 | -4.95 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 2,057 | -6.03 | 487 | 0.41 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 5,860 | -28.21 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 3,107 | -0.03 | 736 | 6.82 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,965,440 | -1.66 | 465,770 | 5.10 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 1,481 | -1.27 | 351 | 5.42 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 46,001 | -0.97 | 10,201 | -8.61 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 1,442 | -1.57 | 347 | 7.10 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 17,781 | -9.77 | 4 | 0.00 | ||||
| 2025-04-24 | 13F | Financial Life Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 2,408 | -11.70 | 571 | -5.63 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 889 | -23.03 | 211 | -17.97 | ||||
| 2025-07-30 | 13F | Warther Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,036 | -28.30 | 245 | -23.44 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,978 | -1.93 | 470 | 7.32 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 7,943 | -1.08 | 1,882 | 13.92 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 873 | -30.93 | 207 | -26.43 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 7 | -46.15 | 2 | -50.00 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 2,253 | -36.18 | 534 | -31.71 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 2,807 | -0.07 | 665 | 6.91 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 4,597 | -16.74 | 1,089 | -11.03 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 12,017 | -0.64 | 2,848 | 6.19 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 9,736 | -1.13 | 2,307 | 5.68 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5,840 | -2.39 | 1,384 | 4.30 | ||||
| 2025-05-08 | 13F | North Star Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6,194 | -0.03 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 3,784 | -0.58 | 897 | 6.16 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,178 | -10.48 | 1 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 5,152 | -50.88 | 1,221 | -47.53 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 380 | -99.29 | 105 | -99.12 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 20,285 | -0.81 | 4,900 | 8.03 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 7,405 | -1.71 | 1,755 | 5.03 | ||||
| 2025-08-06 | 13F | Simmons Bank | 8,949 | -15.54 | 2,121 | -9.75 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 28,807 | -16.91 | 6,827 | -11.20 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 34,965 | -5.04 | 8,286 | 1.48 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 13,774 | -13.69 | 3,264 | -7.74 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 7,189 | -2.52 | 1,704 | 4.16 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,039 | -10.37 | 2,379 | -4.19 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 44,668 | -31.37 | 10,585 | -26.66 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 24,503 | -0.72 | 5,807 | 6.08 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 9,416 | -12.18 | 2,261 | -4.92 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 29,107 | -49.29 | 6,898 | -45.81 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 1,590 | -1.55 | 377 | 5.03 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 7,432 | -7.68 | 1,761 | -1.34 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 191,671 | -14.72 | 45 | -8.16 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 1,351 | -0.15 | 320 | 6.67 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1,500 | -71.20 | 356 | -69.26 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 27,344 | -16.84 | 6,480 | -11.14 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 5 | -58.33 | 1 | -50.00 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 7,613 | -3.14 | 1,804 | 3.50 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 55,633 | -1.43 | 13,184 | 5.34 | ||||
| 2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Well Done, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Core Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1,407 | -66.40 | 333 | -64.12 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 489 | -69.72 | 116 | -67.88 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1,942 | -33.20 | 460 | -28.57 | ||||
| 2025-04-16 | 13F | Krilogy Financial LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 5,194 | -3.33 | 1,231 | 3.27 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 14,208 | -1.81 | 3,367 | 4.93 | ||||
| 2025-08-07 | 13F | Grange Capital, LLC | 5,951 | -56.12 | 1,410 | -53.11 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 1,399 | -1.89 | 331 | 4.75 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 1,212 | -1.86 | 296 | 16.60 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 4,006 | -0.62 | 949 | 6.27 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 1,389 | -29.13 | 329 | -24.19 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 336,725 | -11.28 | 79,797 | -5.19 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 2,633 | -0.79 | 624 | 6.12 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 3,898 | -1.69 | 924 | 5.01 | ||||
| 2025-05-14 | 13F | Sellwood Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Values Added Financial LLC | 1,441 | -29.71 | 341 | -24.89 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 27,078 | -5.32 | 6,417 | 1.18 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 30,837 | -1.10 | 7,308 | 5.68 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 1,228 | -9.31 | 291 | 5.05 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 17,969 | -10.26 | 4,272 | -3.78 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 8,800 | -3.51 | 2,085 | 3.12 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 9,895 | -10.69 | 2,345 | -4.56 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 7,014 | -27.04 | 1,662 | -22.01 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 2,291 | -4.30 | 543 | 2.26 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 5,809 | -10.40 | 1,377 | -4.24 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 30,178 | -9.55 | 7,152 | -3.34 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 61,932 | -21.76 | 14,677 | -16.39 | ||||
| 2025-08-08 | 13F | King Wealth | 5,381 | -0.41 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 96,741 | -24.04 | 22,926 | -18.82 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 6,830 | -1.78 | 1,619 | 4.93 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 2,044 | -4.58 | 484 | 2.11 | ||||
| 2025-08-13 | 13F | Arjuna Capital | 2 | -98.32 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 535 | -92.98 | 127 | -92.77 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 2,324 | -0.30 | 551 | 6.59 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,756 | -10.22 | 416 | -3.93 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 46,520 | -1.43 | 11,024 | 5.34 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 897 | -5.38 | 213 | 0.95 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 6,518 | -31.83 | 1,545 | -27.17 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 29,113 | -2.07 | 6,899 | 4.66 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1,164 | -16.74 | 276 | -11.29 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 131,523 | -1.67 | 31,168 | 5.08 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 186,730 | -1.70 | 44,251 | 5.05 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 16,892 | -9.56 | 4,003 | -3.33 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 5,282 | -10.58 | 1,252 | -4.43 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 3,340 | -1.85 | 793 | 5.04 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 5,351 | -0.54 | 1,268 | 6.29 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Moneywise, Inc. | 4,899 | -62.50 | 1,161 | -59.94 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 9,972 | -0.93 | 2,363 | 6.11 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 2,560 | -94.89 | 607 | -94.26 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 70,004 | -6.14 | 16,589 | 0.31 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 11,456 | -6.44 | 2,540 | -13.66 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 2,171 | -20.36 | 515 | -14.90 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 12,456 | -0.10 | 2,952 | 6.77 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,814 | -11.90 | 430 | -5.70 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 46,768 | -14.91 | 11,083 | -9.07 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 96,690 | -0.82 | 22,990 | 6.35 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 1,600 | -7.25 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 174,198 | -14.51 | 41,417 | -8.33 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 31,970 | -0.60 | 7,576 | 6.23 | ||||
| 2025-06-03 | 13F | Invst, LLC | 1,451 | -4.16 | 322 | -11.57 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 8,278 | -2.67 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 1,275 | -6.52 | 302 | 0.00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 1,051 | -33.14 | 249 | -28.74 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 7,671 | -1.12 | 1,818 | 5.64 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 3,296 | -0.54 | 784 | 6.68 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 962 | -7.68 | 228 | -1.73 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 5,409 | -3.62 | 1,282 | 2.97 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 1,823 | -10.90 | 432 | -4.64 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 1,648 | -3.00 | 391 | 3.72 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 9,778 | -3.55 | 2,317 | 3.07 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 20,288 | -88.14 | 4,808 | -87.33 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 9,202 | -6.47 | 2,185 | 0.09 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,078 | -18.46 | 256 | -12.97 | ||||
| 2025-05-08 | 13F | First Foundation Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 3,020 | -0.76 | 716 | 6.08 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 3,943 | -11.89 | 934 | -13.12 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 12,141 | -3.92 | 2,877 | 2.68 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 30,885 | -9.59 | 7,319 | -3.38 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Advocacy Wealth Management Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 2,994 | -14.63 | 664 | -21.26 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 2,033 | -6.83 | 482 | -0.41 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 117,804 | -2.10 | 28,312 | 6.11 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 2,057 | -0.29 | 487 | 6.56 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 34,618 | -0.54 | 8,204 | 6.30 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 1,363 | -0.07 | 324 | 7.28 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 6,656 | -0.52 | 1,577 | 6.34 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16,519 | -1.66 | 4,032 | 8.24 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11,042 | -3.50 | 2,617 | 3.20 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 43,917 | -3.44 | 10,407 | 3.19 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 1,342 | -28.99 | 318 | -24.34 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 34,690 | -4.33 | 8,248 | 2.59 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 42,428 | -0.79 | 10,067 | 7.21 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 2,648 | -7.02 | 628 | -0.63 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 10,666 | -41.94 | 2,528 | -37.96 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 279,894 | -0.65 | 66,331 | 6.17 | ||||
| 2025-07-22 | 13F | Fishman Jay A Ltd/mi | 25,609 | -4.81 | 6,069 | 1.73 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 2,496 | -5.31 | 592 | 1.20 | ||||
| 2025-04-24 | 13F | Copeland Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 24,570 | -2.69 | 5,823 | 4.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12,750 | -7.99 | 3,021 | -1.66 | ||||
| 2025-08-14 | 13F | Wit, Llc | 244,855 | -89.11 | 58,026 | -78.15 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7,379 | -0.16 | 1,749 | 6.72 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11 | -50.00 | 3 | -50.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,859 | -6.59 | 2,336 | -0.13 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 1,644 | -17.59 | 390 | -11.99 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 34,695 | -27.14 | 8,222 | -28.14 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1,075 | -21.30 | 255 | -15.89 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 7,382 | -32.74 | 1,749 | -28.11 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 2,417 | -2.22 | 573 | 4.38 | ||||
| 2025-07-18 | 13F | Columbia Asset Management | 12,436 | -4.16 | 2,947 | 2.43 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1,904 | -2.56 | 451 | 4.16 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 55,832 | -2.33 | 13,231 | 4.39 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 6,941 | -0.52 | 1,645 | 6.27 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 1,602 | -0.74 | 380 | 6.16 | ||||
| 2025-08-13 | 13F | Gibson Wealth Advisors LLC | 12,088 | -1.10 | 2,865 | 5.68 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 34,700 | -3.56 | 7,695 | -11.00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 891 | -20.80 | 211 | -15.26 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 2,286 | -3.38 | 542 | 3.24 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 4,062 | -22.11 | 1,005 | -6.43 | ||||
| 2025-08-08 | 13F | Chandler Asset Management, Inc. | 268,285 | -6.72 | 63,578 | -0.31 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 7,955 | -2.95 | 1,885 | 3.74 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 940 | -12.72 | 227 | -1.73 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 1,213 | -58.81 | 287 | -55.98 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3,092 | -4.12 | 733 | 2.38 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 660 | -3.37 | 156 | 3.31 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 983 | -1.11 | 233 | 5.45 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 2,644 | -15.36 | 626 | -9.54 | ||||
| 2025-04-28 | 13F | Sterling Group Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 74,234 | -1.66 | 17,592 | 5.10 | ||||
| 2025-07-24 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 25,670 | -1.41 | 6,083 | 5.37 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3,604 | -2.62 | 854 | 4.15 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 35,796 | -10.27 | 8,483 | -4.11 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 42,427 | -4.94 | 10,054 | 1.59 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 66 | -18.52 | 16 | -16.67 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1,235 | -2.76 | 293 | 3.91 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 2,038 | -1.45 | 485 | 5.68 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 5,338 | -8.11 | 1,265 | -1.79 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 1,548 | -18.65 | 367 | -13.06 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 23,591 | -11.22 | 5,591 | -5.13 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 334 | -40.36 | 79 | -36.29 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 1,624 | -14.71 | 385 | -9.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 93,286 | -1.20 | 22,107 | 5.59 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 21,713 | -32.39 | 5,146 | -27.75 | ||||
| 2025-07-15 | 13F | Sara-Bay Financial | 2,109 | -11.68 | 500 | -5.67 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3,989 | -3.04 | 948 | 3.95 | ||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 258 | -64.27 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 33,691 | -3.37 | 7,984 | 3.27 | ||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 1,354 | -4.11 | 321 | -5.60 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12,382 | -13.79 | 2,934 | -7.85 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 1,352 | -32.30 | 320 | -27.60 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 6,290 | -2.16 | 1,492 | 4.63 | ||||
| 2025-05-13 | 13F | Montag & Caldwell, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 341,352 | -6.50 | 80,894 | -0.08 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 4,257 | -1.23 | 1,009 | 5.55 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 9,410 | -0.79 | 2,230 | 5.99 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 10,306 | -7.74 | 2,442 | -1.41 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 6,054 | -0.36 | 1,435 | 6.46 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 6,974 | -13.02 | 1,653 | -7.03 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1,569 | -53.14 | 372 | -50.00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 6,514 | -52.26 | 1,544 | -49.01 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 16,676 | -6.54 | 3,952 | -0.13 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 2,945 | -2.00 | 698 | 4.65 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 453 | -9.94 | 107 | -3.60 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 1,761 | -5.12 | 417 | 1.46 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 2,010 | -0.59 | 476 | 6.25 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 40,713 | -53.71 | 9,648 | -50.53 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 300 | -30.56 | 71 | -25.26 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 2,928 | -97.31 | 694 | -97.13 | ||||
| 2025-05-14 | 13F | Hobbs Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Caitlin John, LLC | 4,282 | -3.73 | 1,015 | 2.84 | ||||
| 2025-08-12 | 13F | Camden National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3,921 | -3.94 | 929 | 2.65 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 164 | -16.33 | 39 | -11.63 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2,294 | -7.24 | 549 | 0.18 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 45,340 | -0.20 | 10,745 | 6.65 | ||||
| 2025-08-12 | 13F | Nuveen, LLC | 23,110 | -63.13 | 5,477 | -60.60 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 2,001 | -1.86 | 444 | -9.41 | ||||
| 2025-04-28 | 13F | TKG Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | WealthTrak Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 21,034 | -28.81 | 4,985 | -29.78 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 16,318 | -3.28 | 3,867 | 3.37 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2,290 | -4.30 | 543 | 2.26 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 5,135 | -37.85 | 1,217 | -33.62 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2,351 | -15.25 | 521 | -21.77 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 1,050 | -39.13 | 249 | -35.08 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Financial Harvest, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 12,951 | -24.18 | 3,069 | -18.96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,099,191 | -2.47 | 260 | 4.42 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 19,791 | -0.58 | 4,690 | 6.25 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 3,564 | -48.08 | 845 | -44.55 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 27,903 | -0.64 | 6,612 | 6.18 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 1,116 | -5.34 | 264 | 1.15 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 116,307 | -1.56 | 27,654 | 5.55 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 2,303 | -43.11 | 546 | -39.24 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 1,739 | -3.76 | 412 | 3.00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 2,754 | -96.05 | 653 | -95.78 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 5,503 | -53.07 | 1,304 | -49.85 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 1,588 | -9.10 | 376 | -2.84 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2,577 | -16.06 | 611 | -10.29 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 16,176 | -4.72 | 3,833 | 1.83 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 119 | -26.54 | 28 | -20.00 | ||||
| 2025-07-23 | 13F | Optas, LLC | 16,809 | -51.97 | 3,984 | -48.68 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 5,990 | -0.56 | 1,419 | 6.29 | ||||
| 2025-07-30 | 13F | Cabot-Wellington, LLC | 8,639 | -44.99 | 2,047 | -41.21 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 10,514 | -0.04 | 2,492 | 22.29 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 14,764 | -2.05 | 3,499 | 4.67 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 4,314 | -13.09 | 1,022 | -7.09 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 1,470 | -14.09 | 348 | -8.18 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 62,308 | -46.89 | 14,897 | -42.74 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 1,320 | -26.99 | 313 | -22.00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 8,242 | -0.35 | 1,953 | 6.49 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 7,414 | -84.47 | 1,803 | -82.96 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 51,435 | -4.58 | 12,189 | 1.97 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 17,675 | -5.99 | 4,189 | 0.46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 5,368 | -1.36 | 1,272 | 5.47 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 41,141 | -0.28 | 9,750 | 6.57 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 1,882 | -18.46 | 446 | -12.92 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 34,645 | -78.33 | 8,210 | -76.84 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 25,165 | -4.11 | 5,964 | 2.47 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 2,653 | -33.14 | 629 | -28.56 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Gpwm Llc | 53,839 | -0.29 | 12,759 | 6.56 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 16,587 | -1.21 | 3,931 | 5.59 | ||||
| 2025-08-28 | NP | RSEE - Rareview Systematic Equity ETF | 30,233 | -13.29 | 7,165 | -7.33 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 893 | -57.19 | 212 | -54.33 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 22,472 | -6.43 | 5,326 | 0.00 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 1,276 | -1.01 | 302 | 5.96 | ||||
| 2025-05-07 | 13F/A | Meridian Management Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 6,074 | -5.73 | 1,442 | 0.98 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 1,634 | -0.37 | 387 | 6.61 | ||||
| 2025-05-15 | 13F | Punch & Associates Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 1,010 | -32.71 | 239 | -28.01 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31,317 | -4.48 | 7,422 | 2.09 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10,010 | -8.52 | 2,372 | -2.23 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 5,371 | -50.24 | 1,273 | -46.84 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 23,198 | -3.63 | 5,497 | 2.98 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 19,330 | -14.88 | 4,581 | -9.04 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 2 | -99.99 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 67,103 | -19.41 | 15,902 | -13.87 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 858,061 | -0.92 | 190,275 | -8.56 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 28,120 | -2.43 | 6,664 | 4.29 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 100,352 | -1.28 | 23,781 | 5.50 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,820,516 | -0.68 | 431,426 | 6.14 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 7,948 | -0.46 | 1,884 | 6.38 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 183,507 | -17.67 | 43,488 | -12.02 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2,405 | -1.76 | 570 | 4.98 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 942,231 | -1.49 | 223,290 | 5.28 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 1,391 | -6.64 | 330 | -0.30 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1,790 | -27.15 | 424 | -22.06 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7,914 | -12.97 | 2 | -50.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18,848 | -3.42 | 4,553 | 5.20 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 3,740 | -0.90 | 886 | 5.98 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 842 | -9.27 | 200 | -2.93 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 1,195 | -5.91 | 283 | 0.71 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | one8zero8, LLC | 647 | -24.50 | 153 | -19.47 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 20,028 | -0.41 | 4,746 | 6.44 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 11,825 | -7.66 | 2,812 | -0.99 | ||||
| 2025-04-30 | 13F | Sigma Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 10,489 | -1.10 | 2,486 | 5.70 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5,692 | -2.90 | 1,349 | 3.77 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 2,309 | -0.56 | 512 | -8.08 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 1,314 | -12.17 | 311 | -6.04 | ||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 12,088 | -11.31 | 2,865 | -5.23 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,559 | -49.14 | 1,317 | -45.65 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 1,474 | -13.75 | 349 | -7.92 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2,780 | -2.01 | 1 | |||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 8,227 | -19.07 | 1,950 | -13.53 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 3,694 | -5.18 | 875 | 1.27 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 32 | -57.89 | 8 | -56.25 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 30,996 | -12.98 | 7 | 0.00 | ||||
| 2025-08-15 | 13F | Earnest Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 2,767 | -1.00 | 656 | 5.82 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 3,967 | -25.97 | 940 | -20.88 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Aufman Associates Inc | 145,848 | -0.29 | 34,563 | 6.56 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 2,681 | -15.74 | 638 | -9.63 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 1,659 | -3.49 | 393 | 3.15 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 11,846 | -60.63 | 2,807 | -57.93 | ||||
| 2025-07-17 | 13F | Peoples Financial Services Corp. | 7,852 | -24.81 | 1,861 | -19.65 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 3,173 | -56.01 | 770 | -51.85 | ||||
| 2025-07-18 | 13F | Vicus Capital | 4,795 | -3.93 | 1,136 | 2.71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 63,016 | -12.89 | 14,934 | -8.57 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 109,028 | -17.64 | 25,837 | -11.99 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 1,889 | -7.90 | 448 | -5.30 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 1,453 | -0.48 | 344 | 6.50 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 5,784 | -1.60 | 1,371 | 5.14 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 5,170 | -31.67 | 1,146 | -36.93 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 1,841 | -0.86 | 0 | |||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 1,284 | -0.54 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 441,387 | -1.60 | 104,600 | 5.16 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6,759 | -5.11 | 1,602 | 1.39 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 907 | -33.31 | 215 | -28.90 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 5,847 | -18.52 | 1,369 | -8.49 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9,302 | -14.82 | 2,204 | -8.96 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 22,358 | -12.88 | 5,298 | -6.89 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 1,213 | -2.65 | 287 | 3.99 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 15,260 | -86.32 | 3,616 | -85.38 | ||||
| 2025-07-24 | 13F | Eastern Bank | 631 | -1.71 | 150 | 4.93 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 20,328 | -18.57 | 4,817 | -12.97 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 140,462 | -16.59 | 33,632 | -7.24 | ||||
| 2025-05-08 | 13F | Goodman Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Delta Financial Advisors Llc | 4,829 | -0.82 | 1,144 | 6.02 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 24,247 | -2.67 | 5,746 | 4.04 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 17,019 | -0.36 | 4,033 | 6.41 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 19,577 | -4.33 | 4,639 | 2.25 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 6,695 | -78.99 | 1,587 | -77.55 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 1,169 | -1.18 | 277 | 5.73 | ||||
| 2025-07-09 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,310,478 | -53.54 | 547,538 | -50.34 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 5,269 | -2.64 | 1,249 | 4.00 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 155 | -20.51 | 37 | -16.28 | ||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 9,993 | -1.94 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 4,902 | -1.21 | 1,162 | 5.55 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 10,471 | -6.63 | 2,481 | -0.20 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 58,809 | -1.02 | 13,937 | 5.78 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 22,864 | -6.54 | 5,418 | -0.11 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 360 | -7.93 | 85 | -1.16 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 3,548 | -1.61 | 841 | 5.13 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 7,641 | -30.83 | 1,811 | -20.82 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 649 | -31.97 | 154 | -27.49 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 1,249 | -0.87 | 296 | 5.73 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 13,720 | -0.05 | 3,251 | 6.84 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 7,755 | -4.45 | 1,720 | -0.69 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 12,698 | -19.17 | 3,009 | -13.61 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 38,886 | -3.07 | 9,215 | 3.60 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 2,264 | -2.16 | 537 | 4.48 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 28,936 | -3.82 | 7 | 0.00 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 2,295 | -0.22 | 546 | 6.86 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 388,791 | -1.65 | 92,136 | 5.10 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 75,252 | -0.07 | 17,833 | 5.90 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 63,293 | -24.25 | 14,999 | -19.05 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 7,045 | -2.61 | 1,670 | 4.05 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 19,948 | -3.93 | 4,727 | 2.67 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 2,110 | -1.17 | 500 | 5.50 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 20,207 | -0.03 | 4,789 | 6.83 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4,943 | -4.74 | 1,171 | 1.83 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 2,897 | -1.29 | 687 | 5.54 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 6,621 | -2.16 | 1,569 | 4.60 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 3,365 | -8.49 | 797 | -2.21 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 14,687 | -32.58 | 3,480 | -27.95 | ||||
| 2025-05-07 | 13F | Trilogy Capital Inc. | 0 | -100.00 | 0 |
