Basic Stats
| Institutional Owners | 762 total, 760 long only, 0 short only, 2 long/short - change of -1.29% MRQ |
| Average Portfolio Allocation | 0.4046 % - change of -7.65% MRQ |
| Institutional Shares (Long) | 53,874,291 (ex 13D/G) - change of -1.93MM shares -3.46% MRQ |
| Institutional Value (Long) | $ 5,143,387 USD ($1000) |
Institutional Ownership and Shareholders
ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF (US:NOBL) has 762 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 53,874,291 shares. Largest shareholders include Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Raymond James Financial Inc, Wells Fargo & Company/mn, Cresset Asset Management, LLC, Royal Bank Of Canada, Cliftonlarsonallen Wealth Advisors, Llc, and Commonwealth Equity Services, Llc .
ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF (BATS:NOBL) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
The share price as of September 5, 2025 is 104.59 / share. Previously, on September 6, 2024, the share price was 102.94 / share. This represents an increase of 1.60% over that period.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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Important Note
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Load All| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Moody National Bank Trust Division | 6,434 | 0.00 | 648 | -1.52 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2,570 | 0.00 | 259 | -1.53 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 39,565 | -3.80 | 3,984 | -5.19 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 17,368 | 0.00 | 1,749 | -1.47 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7,977 | 0.06 | 803 | -1.35 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Essex LLC | 2,394 | 0.42 | 241 | -0.82 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5,662 | -4.71 | 570 | -5.94 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 227,099 | 22.43 | 22,869 | 22.24 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 38,422 | -16.40 | 3,869 | -17.61 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 136,889 | 9.38 | 13,785 | 7.80 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 3,405 | 0.00 | 343 | -1.44 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 6,068 | 0.00 | 611 | -1.45 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 85,651 | -0.54 | 8,643 | -1.94 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 455 | 0.00 | 46 | 0.00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,249 | -10.98 | 126 | -12.59 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 5,449 | 0.22 | 549 | -1.26 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 228 | 0.00 | 23 | -4.35 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 100 | 10 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 480 | 48 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 12,082 | 4.33 | 1,217 | 2.79 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 99,274 | -16.18 | 10 | -25.00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,575 | 29.63 | 159 | 27.42 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 5,975 | -11.22 | 602 | -12.52 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3,063 | -48.23 | 308 | -49.01 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,197 | -16.29 | 121 | -17.81 | ||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,100 | 0.09 | 111 | -1.79 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 5,578 | 0.00 | 562 | -1.41 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 4,574 | 0.00 | 463 | -1.28 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 495,081 | 0.30 | 49,855 | -1.16 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 7,496 | 17.73 | 755 | 16.00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 30 | 0.00 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,762 | -14.49 | 480 | -15.82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,514 | -26.08 | 455 | -27.24 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 114,904 | -10.44 | 11,571 | -11.73 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 28 | -99.76 | 3 | -99.83 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 63,934 | -52.52 | 6,438 | -53.21 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2,513 | 23.92 | 257 | 27.36 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 57,980 | 2.49 | 5,839 | 1.00 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 290,231 | 29,385 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 180,286 | 26.74 | 18,348 | 26.23 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 250 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3,125 | 315 | ||||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 2,674 | 8.26 | 269 | 6.75 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 5,397 | -9.96 | 543 | -11.27 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4,374 | -0.36 | 440 | -1.79 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 96,303 | -5.85 | 9,698 | -7.21 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 3,875 | -21.08 | 390 | -22.16 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 9,167 | 3.01 | 923 | 1.54 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 5,362 | -23.04 | 543 | -24.20 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 4,500 | 0.00 | 453 | -1.31 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,774 | -10.20 | 279 | -11.43 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6,868 | 0.01 | 692 | -1.43 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 7,324 | 3.90 | 738 | 2.36 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 2,339 | 0.13 | 236 | -1.26 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12,221 | -13.14 | 1,231 | -14.41 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 6,243 | 31.13 | 632 | 29.51 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 3,599 | -1.15 | 362 | -2.69 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 349 | 35 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8,546 | -0.23 | 865 | -1.14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 42,692 | 1.08 | 4,299 | 4.19 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12,772 | 0.00 | 1,286 | -1.46 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 10,050 | -0.99 | 1,012 | -2.41 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 7,541 | 3.76 | 759 | 2.29 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 975 | 0.00 | 98 | -1.01 | ||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 5,815 | 0.02 | 1 | |||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 7,484 | -1.12 | 754 | -2.59 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 292,008 | -0.93 | 29,405 | -2.37 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 3,077 | -22.04 | 310 | -23.33 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 4,694 | -0.87 | 475 | -2.26 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 188,547 | 11.05 | 19,283 | 11.80 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 28,677 | 0.99 | 2,888 | -0.48 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 9,320 | 0.00 | 939 | -1.47 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 5,340 | 0.02 | 538 | -1.47 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10,790,123 | -4.34 | 1,086,566 | -5.73 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 37,497 | -32.56 | 3,776 | -33.64 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 10,915 | -20.17 | 1,099 | -21.33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9,829 | -14.05 | 990 | -15.33 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3,309 | 0.00 | 333 | -1.48 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 21,428 | -7.25 | 2,158 | -8.60 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 2,987 | 0.00 | 301 | -1.64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,377 | 56.52 | 844 | 54.40 | ||||
| 2025-08-13 | 13F | McCollum Christoferson Group LLC | 2,000 | 0.00 | 201 | -1.47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 25,800 | -11.03 | 2,598 | -12.32 | |||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 40,400 | -4.94 | 4,068 | -6.31 | |||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 307 | 0.00 | 31 | 0.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 35,513 | 134.66 | 3,576 | 131.31 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 245,132 | -28.33 | 24,685 | -29.37 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 154,106 | 7.22 | 15,518 | 5.67 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4,081 | -0.92 | 411 | -2.38 | ||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 3,927 | -0.25 | 395 | -1.74 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 7,280 | 733 | ||||||
| 2025-07-16 | 13F | West Branch Capital LLC | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4,060 | 3.41 | 409 | 1.75 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 69,397 | 0.00 | 7 | -14.29 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,065 | 326.00 | 107 | 328.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9,790 | -3.16 | 986 | -4.55 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 8,027 | 0.00 | 808 | 3.32 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 4,561 | -2.79 | 459 | -4.18 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2,031 | 0.45 | 205 | -0.97 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 6,775 | 29.42 | 682 | 27.72 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 108 | 0.00 | 11 | -9.09 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14,262 | -2.87 | 1,444 | -4.18 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 27,186 | -0.43 | 2,738 | -1.86 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 25,756 | -20.66 | 2,594 | -21.83 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 49,928 | 1.44 | 5,028 | -0.04 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 3,041 | -4.97 | 306 | -6.13 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 44,489 | -2.37 | 4,480 | -3.78 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 103 | -60.69 | 10 | -61.54 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7,781 | -5.65 | 784 | -7.01 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 25,855 | 4.20 | 2,618 | 3.23 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 4,766 | -2.06 | 480 | -3.62 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,080 | -18.80 | 512 | -20.03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 98,301 | -4.37 | 9,899 | -5.76 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 12,307 | -2.78 | 1,239 | -4.18 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,552 | -1.55 | 358 | -2.99 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 80,906 | -25.54 | 8,327 | -25.01 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 220 | 0.00 | 22 | 0.00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 26,917 | 17.90 | 2,711 | 16.21 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 3,801 | -5.59 | 383 | -7.06 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 72,867 | -1.95 | 7,338 | -3.37 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 6,851 | -5.71 | 690 | -7.14 | ||||
| 2025-07-10 | 13F | McHugh Group, LLC | 6,000 | 604 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 13,913 | -43.88 | 1,401 | -44.69 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 8,910 | 0.00 | 897 | -1.43 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 18,551 | 0.00 | 1,868 | -1.42 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2,655 | 3.51 | 267 | 1.91 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 245 | 0.00 | 25 | -4.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,093 | 0.00 | 110 | -0.90 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 70,759 | 5.54 | 7,164 | 4.57 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 4,757 | -3.04 | 479 | -4.59 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 14,339 | 5.55 | 1,444 | 3.96 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8,985 | -97.66 | 904 | -97.70 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 5,039 | 0.18 | 507 | -1.17 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27,728 | 3.83 | 2,792 | 2.35 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2,530 | -20.44 | 255 | -21.60 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,288 | 341 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 27,564 | -9.51 | 2,776 | -10.80 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 3,205 | -14.65 | 323 | -15.93 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 2,196 | 4.08 | 221 | 2.79 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 585 | 59 | ||||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 24,210 | 2.09 | 2,438 | 0.58 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 487,335 | -1.01 | 49 | -2.00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 58,719 | 0.29 | 5,913 | -1.15 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 74,922 | -1.27 | 7,545 | -2.70 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 40 | 0.00 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,942 | 47.70 | 800 | 45.54 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 48,487 | -6.46 | 4,883 | -7.82 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 15,161 | -0.91 | 1,527 | -2.37 | ||||
| 2025-08-07 | 13F | PFG Advisors | 2,302 | -42.06 | 232 | -42.96 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 4,102 | 0.07 | 413 | -1.20 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 4,346 | 23.01 | 438 | 21.05 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 3,367 | -21.72 | 339 | -22.78 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 30,975 | -7.84 | 3,119 | -9.17 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 4,293 | -0.65 | 432 | -2.04 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 74,107 | 5.40 | 7,463 | 3.87 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 24,072 | 0.63 | 2,424 | -0.82 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 53,087 | -6.12 | 5,348 | -7.48 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 311,619 | -7.55 | 33,339 | -3.30 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 3,051 | 0.00 | 307 | -1.29 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 27,906 | 4.03 | 2,810 | 2.52 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 9,385 | -2.55 | 945 | -3.96 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 32 | -13.51 | 3 | 0.00 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 91,142 | 3.26 | 9,178 | 1.76 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 81,304 | 4.12 | 8,187 | 2.61 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 96,704 | 0.91 | 9,738 | -0.55 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 15 | 2 | ||||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 111,487 | 0.16 | 11,227 | -1.29 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 205 | 21 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Bare Financial Services, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 22,783 | -0.65 | 2,294 | -2.09 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 3,416 | -21.38 | 344 | -20.37 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 5,931 | 2.67 | 597 | 1.19 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 5,635 | -29.69 | 1 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 18,978 | -2.34 | 1,911 | -3.73 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 194 | 59.02 | 20 | 58.33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 20,382 | 9.83 | 2,052 | 21.78 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 436 | 41.56 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 522 | 0.00 | 53 | -1.89 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 2,970 | -9.45 | 299 | -10.75 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 4,031 | 0.00 | 406 | -1.46 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 40 | 0.00 | 4 | 0.00 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 2,605 | 0.19 | 262 | -1.13 | ||||
| 2025-08-14 | 13F | Fmr Llc | 43,577 | -4.60 | 4,388 | -5.98 | ||||
| 2025-05-15 | 13F | Prosperity Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 351 | 0.57 | 36 | 5.88 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 3,595 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 4,462 | -1.13 | 449 | -2.60 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 227,441 | -1.69 | 22,903 | -3.11 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 60,363 | 11.41 | 6,079 | 9.79 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 9,041 | 5.94 | 1 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 19,779 | -44.74 | 1,992 | -45.56 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 27,180 | -17.68 | 2,737 | -18.86 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 1,076 | 0.00 | 108 | -0.92 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 3,192 | 0.44 | 321 | -0.93 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 14,321 | 0.00 | 1,442 | -1.44 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9,376 | 161.97 | 944 | 158.63 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1,897 | 18.12 | 191 | 15.85 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 2,149 | -13.52 | 216 | -14.62 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 339,055 | 0.73 | 34,143 | -0.73 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 10,087 | -0.36 | 1,033 | -0.10 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 6,170 | 0.54 | 621 | -0.96 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 8,178 | 1.74 | 824 | 0.24 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 1,550 | -7.07 | 156 | -8.24 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 42,817 | 0.04 | 4,312 | -1.42 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 889 | 0.57 | 89 | -1.11 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 20,347 | -26.96 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3,436 | 7.17 | 346 | 5.50 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 11,675 | 0.00 | 1,176 | -1.43 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 400 | 0.00 | 40 | 0.00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 164 | 0.00 | 17 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3,287 | -3.30 | 331 | -4.90 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 16,652 | 4.64 | 1,677 | 3.08 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 427 | 0.00 | 43 | 0.00 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2,017 | 0.00 | 203 | -1.46 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 92,715 | 0.38 | 9 | 0.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 52,200 | 4.12 | 5,256 | 2.62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 170 | -33.07 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 33 | -42.11 | 3 | -50.00 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 189 | 0.00 | 19 | 0.00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2,771 | 0.00 | 279 | -1.41 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 74,552 | 2.98 | 7,507 | 1.49 | ||||
| 2025-05-12 | 13F | Ironwood Investment Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 238 | -10.86 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 200 | 0.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 121,895 | 10.87 | 12,275 | 9.26 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 69,213 | -0.26 | 6,970 | -1.71 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 122,325 | 367.64 | 12,319 | 361.21 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 233 | 0.00 | 23 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 175,176 | 19.62 | 17,572 | 18.97 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 664,755 | 1.40 | 66,941 | -0.07 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 164 | 177.97 | 17 | 166.67 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 34,207 | 831.56 | 3,445 | 818.40 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 23,146 | 7.79 | 2,331 | 6.20 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 3,000 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 24,019 | 2.88 | 2,419 | 1.38 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7,483 | 1.98 | 758 | 0.66 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 9,473 | -75.87 | 954 | -76.24 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,084 | 508.99 | 109 | 505.56 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16,724 | -1.17 | 1,684 | -2.60 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 659,573 | 1.88 | 66,419 | 0.41 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 6,365 | 0.43 | 641 | -1.08 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 2,118 | 0.00 | 213 | -1.39 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 115,865 | 4,995.21 | 11,668 | 4,928.88 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 77,100 | -47.56 | 7,764 | -48.33 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 45,399 | 1.08 | 4,572 | -0.39 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 659 | 0.00 | 66 | -1.49 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 795 | -35.78 | 80 | -34.96 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 3,993 | 1.04 | 402 | -0.25 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 13,705 | 1.84 | 1,380 | 0.44 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,064 | -21.01 | 208 | -22.18 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 4,748 | -21.49 | 481 | -22.58 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1,600 | 0.00 | 161 | -1.23 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 2,450 | 0.00 | 247 | -1.60 | ||||
| 2025-07-16 | 13F | American National Bank | 1,022 | 95.79 | 103 | 92.45 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3,347 | -8.35 | 339 | -9.36 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 8,155 | 10.11 | 821 | 14.19 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1,950 | 0.00 | 196 | -2.97 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 46,959 | 1.72 | 4,798 | 4.42 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 71,303 | -1.41 | 7,180 | -2.83 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 19,322 | 1.71 | 1,946 | 0.21 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 25,450 | 11.90 | 2,562 | 10.29 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 8,774 | 0.00 | 884 | -1.45 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 487,902 | -2.68 | 49 | -3.92 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5,408 | -5.42 | 545 | -6.85 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2,178 | 219 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3,102 | 0.00 | 312 | -1.27 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 42,506 | -0.23 | 4,280 | -1.68 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10,048 | 27.35 | 1,012 | 25.43 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2,786 | 5.89 | 281 | 4.48 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,563 | 0.00 | 157 | -1.26 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2,439 | 3.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,779 | -0.71 | 783 | -2.12 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 6,098 | 2.64 | 614 | 1.15 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 9,718 | -2.09 | 1 | -100.00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 37,108 | 7.43 | 3,737 | 5.87 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 2,543 | -7.73 | 256 | -8.90 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 32,177 | -4.29 | 3,240 | -5.68 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3,022 | -1.98 | 304 | -3.49 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3,251 | 0.06 | 327 | -1.51 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7,360 | -27.62 | 741 | -26.78 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 29,532 | 26.64 | 3,018 | 29.99 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 4,762 | -10.96 | 487 | -8.65 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,674 | 0.48 | 169 | -1.18 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2,625 | 0.00 | 264 | -1.49 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 8,332 | 8.46 | 839 | 7.02 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 30,954 | -0.68 | 3,117 | -2.10 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 5,351 | -1.69 | 539 | -3.24 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 5,990 | 0.00 | 603 | -1.47 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6,020 | 0.00 | 606 | -1.46 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 244,221 | -2.04 | 24,954 | -1.90 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 59,239 | 2.73 | 5,965 | 1.24 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,468 | -7.09 | 148 | -8.70 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 16,282 | 0.10 | 1,640 | -1.32 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 5,512 | 16.93 | 555 | 15.38 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 5,290 | -12.13 | 533 | -13.50 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 26,705 | 5.75 | 2,729 | 8.56 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 4,465 | 15.97 | 450 | 21.68 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12,407 | -1.34 | 1,249 | -2.80 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 3,275 | 0.00 | 330 | -1.50 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 6,339 | -2.13 | 638 | -3.48 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 38,684 | -12.81 | 3,895 | -14.07 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 5,093 | -1.37 | 513 | -2.85 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 9,251 | 0.25 | 932 | -1.17 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 226 | 0.44 | 23 | 0.00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15,163 | -5.90 | 1,527 | -7.29 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 7,064 | -12.10 | 711 | -13.40 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 8,935 | 900 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 28,881 | -0.12 | 2,908 | -1.52 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 9,693 | 0.02 | 976 | -1.41 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5,260 | 0.36 | 530 | -1.12 | ||||
| 2025-07-30 | 13F | Benin Management CORP | 7,100 | 0.00 | 715 | -1.52 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 5,225 | -20.31 | 526 | -21.38 | ||||
| 2025-05-15 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6,977 | 0.42 | 703 | -0.99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13,298 | -38.51 | 1,339 | -39.38 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 139 | 0.00 | 14 | 0.00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 370 | 0.54 | 37 | 0.00 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 5,713 | 0.46 | 575 | -1.03 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6,118 | -1.58 | 616 | -2.99 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 255,573 | -10.52 | 25,736 | -11.82 | ||||
| 2025-04-30 | 13F | Nisa Investment Advisors, Llc | 0 | 86 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 491,543 | -0.11 | 49,498 | -1.56 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 154 | 0.00 | 16 | 0.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,045 | 10.53 | 307 | 8.90 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 17,893 | 37.41 | 1,802 | 35.41 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 4,535 | -7.64 | 457 | -8.98 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 12,652 | 0.00 | 1,281 | -1.31 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,503 | -6.36 | 252 | -7.69 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 2,305 | -4.16 | 232 | -5.31 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 4,733 | 0.00 | 477 | -1.45 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 977 | 0.00 | 98 | -1.01 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1,800,861 | 4.45 | 182,337 | 3.04 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 68,328 | -2.82 | 6,881 | -1.70 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 601 | 0.50 | 60 | -1.64 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19,321 | 26.31 | 1,946 | 24.52 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 539 | -39.03 | 54 | -40.00 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 23,997 | 14.89 | 2,416 | 13.21 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 923 | 50.82 | 93 | 48.39 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2,480 | -0.16 | 250 | -1.58 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 10,377 | -46.48 | 1,045 | -47.30 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 150,459 | 2.79 | 15,151 | 1.30 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 4,737 | 9.98 | 477 | 8.41 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 5,395 | 4.19 | 543 | 2.65 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 6,360 | 55.96 | 640 | 53.85 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 3,000 | 0.00 | 302 | -1.31 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 3,837 | 0.21 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 2,037 | 0.15 | 205 | -0.97 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,437 | -3.94 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 93,466 | 56.50 | 9,412 | 54.23 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 10,896 | 0.00 | 1,097 | -1.44 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3,539 | 0.00 | 356 | -1.39 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3,169 | -21.50 | 319 | -22.57 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6,769 | 19.32 | 1 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2,423 | 0.00 | 244 | -1.62 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 200 | 0.00 | 20 | 5.26 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 3,853 | -92.59 | 388 | -92.71 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 2,305 | 0.48 | 232 | -0.85 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 9,100 | -12.08 | 916 | -13.34 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 2,454 | 4.25 | 247 | 2.92 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,975 | -41.61 | 602 | -42.49 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 25,740 | -1.84 | 2,592 | -3.28 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 9,424 | 0.00 | 949 | -1.46 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 21,370 | -45.91 | 2 | -50.00 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 23,278 | 0.99 | 2,344 | -0.47 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5,213 | 37.55 | 525 | 35.40 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 21,412 | -6.15 | 2,156 | -7.51 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 4,163 | 419 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,745 | 0.00 | 275 | -0.36 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 61,155 | 6.60 | 6,294 | 7.39 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 20,991 | -6.14 | 2,096 | -8.32 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 2,152 | 0.00 | 217 | -1.37 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5,522 | -20.70 | 566 | -20.65 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 2,374 | 0.00 | 239 | -1.24 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 18,025 | 10.51 | 1,815 | 8.94 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 433 | -58.60 | 0 | |||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 4,036 | 1.92 | 406 | 0.50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 269,290 | -4.02 | 27,118 | -5.41 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 7,439 | 0.00 | 749 | -1.45 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 235 | 0.00 | 24 | -4.17 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,292 | 61.50 | 130 | 60.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 866,196 | -4.96 | 87 | -6.45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4,002 | 403 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 2,274 | -7.97 | 229 | -9.52 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 469 | 0.00 | 47 | 0.00 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1,640 | 2.50 | 165 | 1.23 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 3,534 | -2.75 | 356 | -4.31 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3,675 | -5.16 | 370 | -6.33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 356 | 0.56 | 36 | -2.78 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 32,491 | 14.55 | 3,289 | 12.99 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 2,201 | -4.10 | 222 | -5.56 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12,544 | -68.05 | 1,263 | -68.51 | ||||
| 2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 2,379 | -8.29 | 240 | -9.81 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6,743 | 0.00 | 679 | -1.45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 80,397 | 13.11 | 8,096 | 11.47 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14,073 | 20.90 | 1,417 | 19.09 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 36 | 0.00 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,788 | -7.47 | 281 | -8.79 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2,504 | 0.04 | 252 | -1.18 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4,392 | -4.25 | 442 | -0.67 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 5,404 | 0.00 | 542 | -1.81 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 15,325 | -3.48 | 1,543 | -4.87 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 8,273 | 0.01 | 833 | -1.42 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 2,051 | 207 | ||||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 38,458 | 1.35 | 3,873 | -0.13 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 17,896 | 1,802 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5,548 | -66.59 | 559 | -66.49 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 13,890 | -3.68 | 1,399 | -5.09 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 3,701 | 2.07 | 373 | 0.54 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 9,361 | 327.25 | 943 | 322.42 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 2,027 | 204 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 2,453 | -8.40 | 247 | -9.52 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 41,896 | -0.85 | 4,219 | -2.29 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 4,543 | -50.00 | 457 | -50.75 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 394,814 | -0.12 | 39,758 | -1.57 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 74,037 | 3.12 | 7,456 | 1.62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 261,569 | 22.40 | 26,340 | 20.63 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 155,975 | 2.27 | 15,707 | 0.79 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 24,900 | -73.60 | 2,507 | -73.99 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 4,890 | 5.73 | 492 | 4.24 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 47,400 | -6.09 | 4,773 | -7.45 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 38,422 | 1.38 | 3,869 | 5.05 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16,115 | -2.90 | 1,623 | -4.31 | ||||
| 2025-05-12 | 13F | Keating Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12,197 | -1.80 | 1,228 | -3.23 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 2,572 | 0.00 | 259 | -1.15 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bienville Capital Management, LLC | 15,482 | 21.49 | 1,568 | 19.89 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 2,037 | 0.00 | 205 | -1.44 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 4,757 | -2.02 | 479 | -3.43 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 14,073 | 0.00 | 1,417 | -1.39 | ||||
| 2025-08-04 | 13F | Balentine LLC | 23,817 | 0.00 | 2,398 | -1.44 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 7,121 | 1.71 | 720 | 4.05 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,853,783 | -4.84 | 186,676 | -6.22 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 4,027 | 0.00 | 406 | -1.46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,668,334 | -0.14 | 470,101 | -1.59 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 2,060 | 0.00 | 207 | -1.43 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4,522 | 7,313.11 | 455 | 7,483.33 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 51,747 | -20.84 | 5 | -16.67 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 45,912 | 0.66 | 4,623 | -0.79 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6,579 | 39.77 | 663 | 37.92 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 19,332 | -22.00 | 1,947 | -23.14 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 661,070 | 7.38 | 66,570 | 5.82 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 2,640 | -48.88 | 270 | -48.67 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 110 | 0.00 | 11 | 0.00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 212,563 | 57.14 | 21,405 | 54.87 | ||||
| 2025-04-16 | 13F | BTS Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 51,796 | -4.99 | 5,216 | -6.36 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,737 | 20.16 | 376 | 18.61 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 16,197 | 1,640 | ||||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 2,349 | 0.00 | 237 | -1.67 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 9,265 | -4.04 | 933 | -5.48 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 177,879 | 44.30 | 17,919 | 44.14 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 190,007 | -4.05 | 19 | -5.00 | ||||
| 2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 38,501 | 0.00 | 3,877 | -1.35 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 951 | 0.00 | 96 | -2.06 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 24,815 | -62.61 | 2,499 | -63.16 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 8,429 | 5.48 | 867 | 11.17 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44,278 | -1.46 | 4,459 | -2.90 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2,081 | -45.95 | 210 | -46.82 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 227 | 23 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3,700 | -20.00 | 373 | -21.19 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5,092 | 0.00 | 513 | -1.54 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3,718 | 0.00 | 374 | -1.32 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2,694 | 3.22 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 721 | -8.04 | 73 | -10.00 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 4,175 | 0.43 | 420 | -0.94 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 29,987 | -1.97 | 3,020 | -3.39 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6,052 | -29.04 | 609 | -30.08 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 132,979 | -3.79 | 13,453 | -4.74 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 30,278 | -12.24 | 3,049 | -13.53 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5,778 | 1.76 | 595 | 2.59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32,835 | 7.82 | 3,306 | 6.27 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 11,736 | 0.32 | 1,182 | -1.17 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 386 | 0.52 | 39 | -2.56 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 13,874 | 5.16 | 1,402 | 3.70 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 109 | 0.00 | 11 | -9.09 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 21,873 | -11.21 | 2,203 | -12.51 | ||||
| 2025-08-13 | 13F | Advisory Research Inc | 2,231 | 0.00 | 225 | -1.32 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3,142 | -4.79 | 316 | -4.82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8,583 | -1.87 | 864 | -3.25 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 45,700 | -0.22 | 4,602 | -1.65 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 2,393 | 0.46 | 241 | -1.23 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 1,791 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 17,920 | -11.51 | 1,805 | -12.81 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 8,577 | -1.41 | 864 | -2.82 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3,477 | -20.42 | 350 | -21.52 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 400 | 100.00 | 40 | 100.00 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 5,597 | 0.00 | 564 | -1.40 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4,120 | -35.16 | 422 | -34.88 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 26,575 | 5.17 | 2,676 | 3.68 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,495 | -11.25 | 453 | -12.57 | ||||
| 2025-05-08 | 13F | Cordatus Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 77,957 | -5.13 | 7,851 | -6.50 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 35,347 | -61.38 | 3,559 | -61.94 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 4,417 | -28.26 | 445 | -29.41 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 13,853 | -2.24 | 1,395 | -3.66 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 16,919 | -23.45 | 1,741 | -22.90 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17,235 | -4.62 | 1,736 | -6.01 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,251 | 3.87 | 327 | 3.81 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9,496 | -48.64 | 956 | -48.57 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17,365 | 3.16 | 1,749 | 1.63 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 163,308 | 0.64 | 16,445 | -0.82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33,642 | -26.23 | 3,388 | -27.30 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 10,348 | -16.68 | 1,042 | -17.90 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41,333 | -0.65 | 4,162 | -2.07 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 2,686 | 9.05 | 271 | 7.57 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2,157 | -1.82 | 217 | -3.12 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 32,804 | -3.36 | 3,303 | -4.76 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 16,778 | 0.71 | 1,690 | -0.76 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 3,304 | 0.00 | 333 | -1.19 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 6,081 | -6.42 | 612 | -7.69 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 60 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 153,463 | 0.00 | 15,538 | -1.36 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2,273 | 229 | ||||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 2,690 | 0.00 | 271 | -1.46 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 19,037 | -7.33 | 1,917 | -8.67 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 36,570 | -11.41 | 4 | -25.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 3 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 24,333 | -4.17 | 2,464 | -5.49 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 3,550 | 357 | ||||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 25,404 | 0.02 | 2,558 | -1.43 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 4,365 | -67.93 | 442 | -68.27 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5,983 | -18.94 | 603 | -20.16 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 152,915 | -0.90 | 15,399 | -2.34 | ||||
| 2025-08-01 | 13F | General American Investors Co Inc | 17,500 | 0.00 | 1,762 | -1.45 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3,108 | -19.31 | 313 | -20.61 | ||||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 75 | 82.93 | 8 | 75.00 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 45 | 0.00 | 5 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,653 | 66.00 | 972 | 63.64 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 12,542 | 6.43 | 1,263 | 4.82 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14,247 | 15.11 | 1,435 | 13.45 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6,795 | -4.69 | 699 | -3.72 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2,525 | 254 | ||||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 9,565 | 0.35 | 963 | -1.13 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 625 | 0.00 | 63 | -1.59 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,100 | 211 | ||||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 9,467 | 953 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 42,948 | -2.85 | 4,325 | -4.27 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 5,418 | 12.36 | 546 | 10.77 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2,345 | -8.43 | 236 | -9.58 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2,332 | 235 | ||||||
| 2025-05-08 | 13F | Dearborn Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 45,766 | -23.81 | 4,642 | -24.61 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 10,080 | 41.28 | 1,015 | 39.23 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 25,521 | 0.70 | 2,570 | -0.77 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 30,394 | 3.49 | 3,061 | 1.97 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 224 | 0.00 | 23 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 49,673 | 0.40 | 5,002 | -1.05 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 14,464 | 0.78 | 1,457 | -0.68 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 174,933 | -32.02 | 17,616 | -33.01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,264,227 | 3.37 | 328,708 | 1.88 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 556 | 0.36 | 56 | 0.00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2,411 | 1.73 | 243 | 0.00 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 24,967 | 2,514 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 44,011 | 2.06 | 4,432 | 0.57 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,411 | -1.19 | 142 | -2.07 | ||||
| 2025-08-12 | 13F | Pring Turner Capital Group Inc | 72,655 | -4.13 | 7,316 | -5.53 | ||||
| 2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 1,219 | 0.00 | 123 | -1.61 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 19,523 | -12.16 | 1,966 | -13.47 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 3,936 | 0.00 | 396 | -1.49 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 59,939 | -18.06 | 6,036 | -19.25 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15,982 | -1.18 | 1,609 | -2.60 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 500 | 0.00 | 50 | -1.96 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 75 | 114.29 | 8 | 133.33 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 21,226 | 50.62 | 2,137 | 48.51 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 2,420 | 0.00 | 247 | 2.92 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 48,028 | 4.10 | 4,836 | 2.59 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 4,691 | -4.23 | 472 | -5.60 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 68,125 | 1.66 | 6,860 | 0.19 | ||||
| 2025-05-15 | 13F | Brevan Howard Capital Management LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 59,025 | 0.78 | 5,944 | -0.69 | ||||
| 2025-07-31 | 13F | United Community Bank | 525 | 0.00 | 53 | -1.89 | ||||
| 2025-07-24 | 13F | Eastern Bank | 22,708 | -11.44 | 2,287 | -12.75 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kennedy Investment Group | 2,854 | 0.46 | 287 | -1.03 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2,639 | 0.00 | 266 | -1.49 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 33,816 | -2.16 | 3,405 | -3.57 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 41,256 | -2.12 | 4,154 | -3.55 | ||||
| 2025-07-28 | 13F | Galilei Investment Office LLP | 134,140 | 0.00 | 13,505 | -1.41 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 42 | 0.00 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 45,105 | -1.46 | 4,722 | 6.62 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 83,374 | 10.20 | 8,396 | 8.60 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 2,866 | 0.00 | 293 | 2.46 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2,410 | -11.00 | 243 | -12.32 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 2,128 | 0.38 | 214 | -0.93 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 173 | 0.00 | 17 | 0.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,074 | 0.00 | 108 | -0.92 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 274 | 0.00 | 28 | 0.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 87,703 | -9.42 | 8,833 | -10.73 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,948 | -1.80 | 800 | -3.26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 20,547 | 2,069 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 51,838 | 4.37 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 2,608 | 263 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 58,272 | 0.66 | 5,868 | -0.81 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9,242 | -12.66 | 931 | -13.97 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 118,445 | -8.58 | 11,927 | -9.90 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 40,763 | 55.52 | 4,105 | 57.30 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11,212 | -7.36 | 1,129 | -6.23 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 2,068 | 0.00 | 208 | -1.42 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 34,282 | 78.74 | 3,452 | 76.21 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1,275 | 0.00 | 128 | -1.54 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 27,400 | 0.87 | 2,789 | 0.47 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 2,341 | 0.00 | 236 | -1.67 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 83,774 | -6.63 | 8,669 | -0.68 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,884 | 27.89 | 391 | 26.13 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5,147 | 1.76 | 512 | -0.78 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 16,324 | 115.70 | 1,653 | 112.89 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 652 | 0.00 | 66 | -1.52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 628,017 | -1.73 | 63,243 | -3.18 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7,142 | 25.58 | 719 | 27.03 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 11,892 | -2.25 | 1,198 | -3.70 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 54,809 | 9.44 | 5,519 | 7.86 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,809 | 2.42 | 585 | 0.86 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 16,128 | -10.86 | 1,624 | -12.12 | ||||
| 2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 8,935 | 0.46 | 900 | -0.99 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 73,733 | 0.23 | 7,425 | -1.22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 60,480 | 20.96 | 6,090 | 19.20 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 77,873 | -86.13 | 7,842 | -86.34 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 372 | 0.00 | 37 | -2.63 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 21,195 | -54.93 | 2,219 | -51.42 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 3,875 | 0.00 | 390 | -1.27 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 11,498 | -0.85 | 1,158 | -2.36 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 722 | 684.78 | 73 | 700.00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2,063 | 0.39 | 208 | -1.43 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 7,037 | -3.30 | 709 | -4.71 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 19,042 | -1.80 | 1,918 | -3.23 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 288 | 29 | ||||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 3,033 | 0.00 | 305 | -1.29 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5,021 | 0.42 | 506 | -0.98 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 30,060 | -10.15 | 3,027 | -11.44 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6,774 | -6.82 | 686 | -7.68 | ||||
| 2025-05-09 | 13F | Cary Street Partner Investment Advisory Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 57,790 | -1.10 | 5,820 | -2.53 | ||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 6,314 | -87.89 | 636 | -88.08 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 21,181 | 8.18 | 2,133 | 6.60 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 3,835 | 0.00 | 386 | -1.28 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 92,215 | 34.18 | 9,491 | 35.15 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 1,616 | 45.59 | 163 | 43.36 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8,769 | -6.02 | 883 | -7.45 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 12,308 | 15.87 | 1,239 | 14.19 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 9,832 | -6.77 | 990 | -8.08 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 21,692 | 2.39 | 2,184 | 0.92 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 3,908 | 0.44 | 394 | -1.01 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 4,758 | -5.61 | 479 | -6.99 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2,700 | 0.00 | 272 | -1.45 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 200 | 0.00 | 20 | 0.00 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 19,065 | 3.46 | 1,920 | 1.97 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9,358 | 4.33 | 942 | 2.84 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 19,606 | 1.29 | 1,974 | -0.15 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 16,485 | -81.36 | 1,660 | -81.63 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 73,015 | -3.00 | 7 | 0.00 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 25,881 | 10.15 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 3,556 | -1.03 | 358 | -2.45 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 27,435 | 0.00 | 2,763 | -1.46 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4,505 | -33.55 | 454 | -34.54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 485,417 | -1.36 | 48,901 | -2.77 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 7,280 | -87.56 | 733 | -87.74 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 2,947 | 0.44 | 297 | -1.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 3,800 | -19.15 | 383 | -20.42 | |||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 400,200 | 24.01 | 40,300 | 22.22 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 17,900 | 5.92 | 1,803 | 4.40 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,844 | -19.59 | 2,502 | -20.78 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 3,698 | 0.03 | 372 | -1.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 116,311 | -1.81 | 11,713 | -3.23 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 33,037 | 0.52 | 3 | 0.00 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 300,283 | 0.76 | 30,238 | -0.70 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 32,785 | -3.78 | 3,301 | -5.17 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 6,791 | 684 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 31,782 | 0.74 | 3,200 | -0.71 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17,995 | -2.11 | 1,812 | -3.51 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 4,130 | -5.82 | 416 | -7.37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 131,524 | -1.37 | 13,245 | -2.80 |
