Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares S&P 500 Growth ETF include Glenmede Investment Management, LP, Duncan Williams Asset Management, LLC, Midwest Trust Co, Stark Wealth Management LLC, SeaBridge Investment Advisors LLC, Forefront Analytics, LLC, Anchor Pointe Wealth Management, LLC, Rathbone Brothers plc, Tripletail Wealth Management, LLC, Pennsylvania Capital Management Inc /adv, Exchange Traded Concepts, Llc, J. Safra Sarasin Holding AG, Lifestyle Asset Management, Inc., Grandfield & Dodd, Llc, Valpey Financial Services, LLC, Bearing Point Capital, Llc, Schnieders Capital Management Llc, Evolution Wealth Management Inc., VeraBank, N.A., and Manning & Napier Advisors Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 3,441 | 0.38 | 379 | 18.87 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 118,943 | 11.13 | 13,096 | 31.81 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 64,188 | 3.50 | 7,435 | 31.76 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3,173 | 0.09 | 349 | 18.71 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5,297 | 0.13 | 583 | 18.74 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 51,917 | 3.39 | 5,716 | 22.63 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 275,590 | 0.41 | 30,342 | 19.10 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 71,295 | 0.01 | 7,850 | 18.62 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 18,901 | 1.94 | 2,081 | 20.92 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 30,026 | 0.15 | 3,306 | 18.76 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 2,835 | 312 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 31,032 | 253.04 | 3,417 | 319.14 | ||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 78,614 | 0.61 | 8,655 | 19.33 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 8,485 | 11.92 | 934 | 32.86 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 31,307 | 1.86 | 3,448 | 20.82 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 3,556 | 13.25 | 392 | 34.36 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 94,664 | 2.17 | 10,422 | 21.17 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29,799 | 7.94 | 3,281 | 28.02 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 51,455 | 15.56 | 5,665 | 37.07 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 259,097 | 30.52 | 29 | 55.56 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2,540 | 280 | ||||||
| 2025-08-15 | 13F | Truefg, Llc | 4,437 | 0.02 | 488 | 18.73 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 13,854 | 0.01 | 1,525 | 18.68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 2,342 | 2.99 | 258 | 21.80 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 26,117 | 57.57 | 2,875 | 86.93 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 5,239 | 0.11 | 577 | 18.76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 710,137 | 11.94 | 78,186 | 32.76 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 13,121 | 0.11 | 1,445 | 18.75 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 8 | 1 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2,105 | 6.31 | 195 | -2.99 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 2,995 | 7.31 | 330 | 27.03 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 2,004 | 221 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 279,731 | 0.09 | 30,798 | 18.71 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 34,915 | 0.58 | 3,844 | 19.30 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 23,334 | 2,390 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 250,770 | 2.84 | 27,610 | 22.02 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 757 | 0.13 | 83 | 18.57 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 4,277 | 0.07 | 471 | 18.69 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 2,588 | 285 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 258,099 | 48.04 | 28,417 | 75.58 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 51,678 | 0.95 | 5,690 | 19.72 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 198,742 | 12.50 | 21,881 | 33.43 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 4,923 | 5.17 | 457 | -3.79 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 92,389 | 22.55 | 8,620 | 13.06 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 14,166 | 0.25 | 1,560 | 18.92 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 95,473 | 13.55 | 10,512 | 34.69 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10,405 | 5.51 | 1,146 | 25.14 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 26,052 | 3.43 | 2,967 | 26.90 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 7,347 | 10.35 | 809 | 30.74 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5,509 | 28.84 | 607 | 53.03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 615,606 | 1.47 | 68,209 | 21.11 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 78,634 | 4.25 | 8,658 | 23.65 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,935 | 212 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4,510 | 1.30 | 497 | 20.10 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 127,678 | 6.92 | 11,852 | -3.08 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 363,453 | 1.18 | 40,015 | 20.00 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 30,150 | 15.16 | 3,320 | 36.58 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 21,262 | 1.76 | 2,341 | 20.68 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 2,728 | 12.08 | 300 | 33.33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 291,567 | 1.14 | 32,102 | 19.95 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 17,680 | 175.09 | 708 | 18.62 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 61,690 | 6,792 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 42,733 | 82.42 | 4,705 | 116.38 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 2,414 | 0.25 | 266 | 18.83 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2,813 | 2.07 | 310 | 21.18 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 18,377 | 7.66 | 2,023 | 27.71 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 5,450 | 600 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 6,218 | 633.25 | 685 | 776.92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 40,423 | 47.18 | 4,451 | 74.58 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 476,097 | 5.72 | 52,418 | 25.39 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 92,691 | 38.08 | 10,205 | 63.78 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 270 | 30 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 27,636 | 3,043 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 31,442 | 9.74 | 3,462 | 30.16 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 78,210 | 69.64 | 8,611 | 101.22 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11,795 | 15.14 | 1 | |||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 32,444 | 1.86 | 3,572 | 20.84 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 5,716 | 0.05 | 629 | 18.68 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 20,646 | 11.32 | 2,273 | 32.07 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 9,009 | 31.71 | 992 | 56.31 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 6,780 | 19.56 | 746 | 41.83 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 9,136 | 16.35 | 1,006 | 38.05 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 2,656 | 292 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,373 | 0.07 | 151 | 18.90 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 18,170 | 3.56 | 1,687 | -5.33 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 2,827 | 311 | ||||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1,958 | 216 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1,992 | 219 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 7,143 | 0.11 | 786 | 18.73 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 457 | 50 | ||||||
| 2025-07-15 | 13F | Bank Of Stockton | 10,395 | 40.85 | 1,144 | 67.01 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 7,157 | 0.11 | 788 | 18.70 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 6,476 | 0.20 | 713 | 18.05 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 45,098 | 0.00 | 4,965 | 18.61 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3,201 | 1.55 | 352 | 26.62 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 2,041 | 225 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 103,618 | 30.58 | 11,408 | 54.87 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 2,034 | 224 | ||||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | Short | -641 | -36.03 | -71 | -24.73 | |||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 97,490 | 3.60 | 10,734 | 22.87 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 143,948 | 25.29 | 15,849 | 48.60 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 1,931 | 213 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 2,827 | 311 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 1,991 | 219 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 23,729 | 4.13 | 2,613 | 23.50 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 8,866 | 19.47 | 976 | 41.86 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 5,786 | 637 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 37,741 | 1.07 | 4,155 | 19.88 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 1,137,915 | 0.63 | 125,284 | 19.35 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 12,170 | 5.70 | 1,340 | 25.37 | ||||
| 2025-08-05 | 13F | Rockline Wealth Management, LLC | 1,841 | 203 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,599,847 | 1.88 | 396 | 21.10 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 28,005 | 3.88 | 3,083 | 23.22 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 74 | 8 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 800 | 19.40 | 0 | |||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 1,853 | 204 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 17,997 | 166.46 | 1,971 | 215.20 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 20,338 | 435.63 | 2,239 | 536.08 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 13,675 | 0.12 | 1,506 | 18.78 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 100,205 | 15.98 | 11,033 | 37.56 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 11,019 | 0.05 | 1,213 | 18.69 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7,765 | 0.05 | 855 | 18.61 | ||||
| 2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 3,109 | 4.33 | 342 | 23.91 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 97,553 | 4.50 | 10,741 | 23.93 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 2,063 | 227 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 1,995 | 220 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 773,788 | 2.10 | 85,194 | 21.10 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,769 | 84.46 | 2,617 | 118.73 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 34,297 | 0.03 | 3,776 | 18.67 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2,570 | 283 | ||||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 60,403 | 0.81 | 6,650 | 19.58 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 5,721 | 0.05 | 630 | 18.68 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 51,920 | 5,716 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 112,218 | 4.20 | 12,333 | 29.44 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 277 | 18.45 | ||||||
| 2025-07-17 | 13F | City Holding Co | 8,967 | 2.61 | 987 | 21.70 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 21,222 | 0.02 | 2,337 | 18.64 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 79,607 | 6.74 | 8,765 | 26.59 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4,694 | 59.44 | 517 | 89.01 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 62,500 | 10.23 | 6,881 | 30.74 | |||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 471 | 0.21 | 52 | 23.81 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 9,580 | 55.02 | 1,055 | 83.94 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES | 5,291 | 51.21 | 583 | 79.63 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 77,300 | 35.38 | 8,511 | 60.57 | |||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 1,898 | 209 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,672 | 735 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,568,243 | 1.39 | 613,064 | 20.26 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 97,659 | 193.91 | 10,752 | 248.64 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 38,834 | 3.54 | 4,276 | 22.81 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 15,086 | 0.03 | 1,661 | 18.66 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 703,346 | 100.18 | 77,438 | 137.42 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 26,099 | 4.11 | 2,873 | 23.46 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 230,405 | 3.51 | 25,368 | 22.77 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 2,190 | 0.05 | 241 | 18.72 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 5,517 | 56.56 | 607 | 85.63 | ||||
| 2025-08-26 | NP | GRZZX - Leuthold Grizzly Short Fund | Short | -22,820 | -41.26 | -2,512 | -30.34 | |||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 770,011 | 11,334.67 | 7 | -99.04 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 80,345 | 3.52 | 8,846 | 22.79 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,403 | 56.53 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 8,880 | 5.94 | 978 | 25.58 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 11,894 | 187.50 | 1,310 | 240.89 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 4,632 | 510 | ||||||
| 2025-08-14 | 13F | First Foundation Advisors | 50,876 | 51.95 | 5,601 | 80.21 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11,346 | 19.81 | 1 | |||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 10,669 | 54.51 | 1,175 | 83.44 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 51,561 | 0.59 | 5,677 | 19.29 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 8,357 | 101.23 | 920 | 138.96 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3,207 | 353 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3,333,902 | 0.42 | 367 | 19.16 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 310,985 | 94.54 | 34,239 | 130.74 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 2,045 | 225 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,999 | 440 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 9,219 | 0.09 | 1 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 12,774 | 1.11 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 16,500 | 1,817 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 30,200 | 3,325 | ||||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2,360 | 260 | ||||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 20,366 | 165.11 | 2,275 | 234.07 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 2,010 | 0 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 27,319 | 1.22 | 3,008 | 20.04 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 8,449 | 16.47 | 930 | 38.19 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 18,718 | 4.90 | 2,061 | 24.40 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 2,021 | 223 | ||||||
| 2025-08-11 | 13F | Eq Llc | 148,854 | 346.07 | 16,389 | 429.16 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 55,458 | 6,106 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 451,445 | 10.68 | 49,704 | 31.27 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 182 | 20 | ||||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 11,446 | 59.64 | 1,260 | 89.47 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 6,247 | 3.74 | 688 | 20.74 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 8,805 | 15.16 | 969 | 36.67 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 22,243 | 73.72 | 2,449 | 106.06 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 396,123 | 7.64 | 37,493 | -2.22 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 2,314 | 0.13 | 255 | 18.69 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 55,212 | 17.76 | 6,082 | 39.70 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 20,297 | 1.52 | 2,235 | 20.37 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 19,063 | 2.95 | 2,099 | 22.12 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12,323 | 20.60 | 1,357 | 43.90 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 14,712 | 0.02 | 1,620 | 18.61 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3,290 | 11.07 | 362 | 32.12 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7,495 | 1.83 | 825 | 20.79 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 377,513 | 0.99 | 41,564 | 19.78 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 97,209 | 10.09 | 10,703 | 30.58 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 18,600 | 192 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 34,238 | 5.86 | 3,770 | 25.55 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 4,383 | 483 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 2,373 | 241 | ||||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 2,340 | 258 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 10,743 | 5.27 | 1,183 | 24.92 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 77,900 | 9 | ||||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 3,501 | 0.11 | 385 | 18.83 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 2,567 | 283 | ||||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 625 | 13.64 | 69 | 33.33 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 3,390 | 23.14 | 373 | 46.27 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 1,150 | 80.25 | 0 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 1,919 | 216 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1,590,498 | 2,292 | ||||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 23,851 | 0.11 | 2,626 | 18.72 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 6,120 | 0.07 | 674 | 18.69 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 53,522 | 12.07 | 5,893 | 32.91 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 9,246 | 61.33 | 1,018 | 91.35 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 2,007 | 221 | ||||||
| 2025-08-14 | 13F | Family Management Corp | 5,054 | 6.40 | 556 | 26.36 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 16,698 | 29.02 | 1,838 | 53.04 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 4,084 | 0.39 | 450 | 19.10 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 2,192 | 241 | ||||||
| 2025-07-14 | 13F | Enzi Wealth | 5,244 | 0.88 | 581 | 20.33 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 73,568 | 3.08 | 8,100 | 22.25 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 193,687 | 1,093.98 | 23,892 | 1,487.44 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 112 | 12 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 24,669 | 87.24 | 2,716 | 122.08 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 245,528 | 6.16 | 27,033 | 25.91 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 17,729 | 162.85 | 1,952 | 211.66 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 27,414 | 0.38 | 3,018 | 19.05 | ||||
| 2025-08-14 | 13F | Comerica Bank | 985,456 | 0.05 | 108,499 | 18.66 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 12,117 | 21.06 | 1,334 | 43.60 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 9,592 | 1,056 | ||||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 40,490 | 7.01 | 4,458 | 26.91 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 3,604 | 397 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 2,781 | 282 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 29,667 | 31.15 | 3 | 50.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 423 | 655.36 | 47 | 820.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 31,231 | 5.31 | 3,439 | 24.93 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 32,060 | 5.78 | 3,530 | 25.45 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 6,003 | 25.32 | 661 | 48.65 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 2,274 | 0.04 | 250 | 19.05 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,341 | 42.48 | 258 | 69.08 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 11,750 | 34.29 | 1,294 | 59.24 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 341,181 | 0.66 | 37,564 | 19.39 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 3,230 | 6.81 | 356 | 26.79 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 3,468 | 0.12 | 382 | 18.69 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 7,657 | 0.12 | 843 | 18.90 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 15,547 | 1.05 | 1,712 | 19.82 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2,425 | 0.08 | 269 | 28.85 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 31,310 | 38.07 | 3,455 | 64.13 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 3,119 | 0.03 | 343 | 18.69 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 151,595 | 3.47 | 16,691 | 22.72 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 90,651 | 7.29 | 9,981 | 27.25 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 1,948 | 214 | ||||||
| 2025-07-23 | 13F | Lansing Street Advisors | 112,782 | 6.27 | 12,417 | 26.05 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 2,088 | 230 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2,002 | 10.91 | 220 | 31.74 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 10,342 | 1,139 | ||||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 116,833 | 4,219.15 | 12,863 | 5,024.70 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6,358 | 7.64 | 700 | 27.74 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 497 | 11.69 | 55 | 31.71 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 3,493 | 51.47 | 385 | 79.44 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 243,373 | 18.20 | 26,795 | 40.19 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1,829,233 | 13.19 | 201,399 | 34.25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 914,023 | 0.74 | 100,634 | 19.48 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 3,282 | 27.60 | 361 | 51.68 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 3,969 | 0.28 | 437 | 18.80 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 305,691 | 14.21 | 33,657 | 35.46 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 4,840 | 0.10 | 527 | 17.63 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 62,833 | 4.10 | 6,918 | 23.47 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 8,477 | 2.53 | 933 | 21.64 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 43,682 | 12.52 | 4,809 | 33.47 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 74,867 | 2.61 | 8,243 | 21.69 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 7,109 | 0.04 | 783 | 18.66 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 1,838 | 202 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 134,700 | 9.96 | 14,830 | 30.42 | |||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1,827 | 203 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3,188 | 9.70 | 351 | 30.48 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 79,900 | 0.08 | 8,797 | 18.70 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 31,834 | 15.36 | 3,505 | 36.82 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2,851 | 314 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4,770 | 14.39 | 543 | 34.41 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 15,422 | 0.92 | 1,698 | 19.75 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,875,636 | 5.43 | 206,508 | 25.05 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 2,574 | 18.84 | 283 | 40.80 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21,070 | 0.97 | 2,320 | 19.72 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 555 | 15.38 | 61 | 38.64 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7,028 | 7.38 | 774 | 27.35 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1,880 | 207 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 53,857 | 1.93 | 5,930 | 20.88 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2,786,865 | 0.29 | 306,834 | 18.95 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 121,681 | 0.01 | 13,397 | 18.62 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 5,050 | 25.78 | 1 | |||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 820 | 0.12 | 90 | 18.42 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 331 | 36 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3,827 | 6.75 | 421 | 26.81 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 47,773 | 2.30 | 5,260 | 21.31 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 1,933 | 213 | ||||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 69,000 | 348.58 | 7,597 | 432.31 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 6,283 | 18.97 | 692 | 41.02 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 13,125 | 141.58 | 1,445 | 174.71 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 4,474 | 493 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 12,810 | 10.48 | 1,410 | 31.04 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 2,485 | 274 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 5,784 | 637 | ||||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 283,996 | 9.83 | 31,268 | 30.26 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 579 | 6.24 | 64 | 14.55 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3,170 | 1.31 | 349 | 20.00 | ||||
| 2025-07-31 | 13F | United Community Bank | 5,197 | 60.60 | 572 | 90.67 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 29,132 | 5.29 | 3,207 | 24.88 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 14,696 | 0.01 | 1,618 | 18.62 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 16,618 | 9.57 | 1,830 | 29.99 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 17,044 | 2.90 | 1,877 | 22.06 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,612 | 166.29 | 728 | 216.09 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 16,509 | 0.01 | 1,818 | 18.60 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1,088 | 3,526.67 | 120 | 5,850.00 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 3,592 | 0.06 | 396 | 18.62 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7,906 | 0.03 | 870 | 18.69 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 40,449 | 0.50 | 3,735 | -8.61 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 1,267,831 | 84.75 | 139,588 | 119.13 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 2,100 | 231 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 110,402 | 1.84 | 12,031 | 19.56 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 22,683 | 9.54 | 2,497 | 29.92 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 30,919 | 1.74 | 3,404 | 20.67 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 30,828 | 139.79 | 3,394 | 184.49 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 15,660 | 1.44 | 1,724 | 20.31 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 65,517 | 2.46 | 7,213 | 21.51 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 248,604 | 65.98 | 27 | 107.69 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 7,334 | 6.09 | 807 | 25.90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 691,656 | 4.13 | 76,151 | 23.50 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 31,455 | 330.18 | 3,581 | 438.50 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 2,289 | 1.28 | 252 | 20.57 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 19,053 | 258.07 | 2,098 | 325.35 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 26,076 | 33.93 | 2,871 | 58.83 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 125 | 14 | ||||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 141 | 193.75 | 16 | 300.00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 10,069 | 0.02 | 1,109 | 18.63 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 1,082,937 | 0.67 | 119,231 | 19.40 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 2,638 | 1.85 | 290 | 20.83 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 4,952 | 2.40 | 545 | 21.65 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 56,976 | 5.26 | 6,273 | 24.86 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 1,847 | 203 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 7,417 | 5.18 | 817 | 24.77 | ||||
| 2025-08-14 | 13F | Cobler Capital Management, LLC | 1,804 | 527 | ||||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 2,741 | 3.39 | 302 | 22.36 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | Short | -35,341 | -36.07 | -3,891 | -24.17 | |||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3,705 | 10.53 | 408 | 19.71 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 82,846 | 8.05 | 9,121 | 28.16 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 52,872 | 6.65 | 4,908 | -2.48 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 51,631 | 5,685 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 4,387 | 2,093.50 | 483 | 2,583.33 | ||||
| 2025-07-10 | 13F | Security National Bank | 14,730 | 35.99 | 1,622 | 61.29 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 88,328 | 2.33 | 9,725 | 21.35 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 214,890 | 2.16 | 23,659 | 21.17 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 12,825 | 1,478 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 20,365 | 0.17 | 2,242 | 18.81 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 44,590 | 10.99 | 4,909 | 31.64 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 9,500 | 1,040 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 137,853 | 6.50 | 15,696 | 28.85 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 2,192 | 241 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3,171 | 349 | ||||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 16,035 | 0.31 | 2 | 0.00 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 170,294 | 2.80 | 18,749 | 21.92 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 15,715 | 7.83 | 1,730 | 27.96 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1,263,378 | 1.12 | 139,098 | 19.93 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 364,405 | 2.02 | 40,121 | 21.00 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 248,802 | 17.82 | 27,393 | 39.74 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 54,753 | 6.97 | 6,028 | 26.88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 113,773 | 75.18 | 12,526 | 107.80 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 176,485 | 11.65 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 5,414 | 58.72 | 596 | 88.61 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3,237 | 10.40 | 356 | 30.88 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,950 | 0.87 | 435 | 19.56 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 36,678 | 4,038 | ||||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 44,750 | 17.76 | 4,927 | 39.67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8,499,823 | 6.89 | 935,874 | 26.77 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 3,601 | 0.08 | 396 | 18.56 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 143,761 | 12.84 | 15,828 | 33.84 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9,022 | 8.48 | 993 | 28.63 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 12,244 | 28.05 | 1,348 | 51.97 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,925 | 16.81 | 322 | 38.79 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 254,899 | 1.83 | 28,064 | 20.78 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 567 | 268.18 | 62 | 342.86 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 5,992 | 13.38 | 660 | 34.49 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5,807 | 9.11 | 639 | 29.35 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 398 | 11.80 | 44 | 30.30 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 216,246 | 0.98 | 23,809 | 19.76 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 3,209 | 0.09 | 353 | 18.86 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 241,360 | 32.05 | 26,574 | 43.20 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 6,235 | 7.48 | 687 | 27.51 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 6,445 | 3.07 | 710 | 22.24 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 155,540 | 0.75 | 17,125 | 19.50 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,131 | 124 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 149,419 | 13.88 | 16,451 | 35.08 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 2,200 | 0 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 506,561 | 1.10 | 55,772 | 19.91 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 264,657 | 6.59 | 29,139 | 26.42 | ||||
| 2025-07-01 | 13F | BancFirst Trust & Investment Management | 1,896 | 208 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3,395 | 355 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 8,955 | 76.98 | 986 | 110.02 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 9,393 | 1,034 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 276,164 | 7.20 | 30,406 | 27.15 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 2,146 | 236 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 46,680 | 4,841 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 13,973 | 21.59 | 1,538 | 44.28 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 26,691 | 1.22 | 2,939 | 20.07 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 5,247 | 578 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 5,467 | 78.37 | 602 | 111.62 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 2,136 | 235 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 2,405 | 3.57 | 265 | 22.79 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 5,383 | 11.36 | 593 | 32.14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 15,574,920 | 0.25 | 1,714,799 | 18.91 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 4,724 | 0.08 | 520 | 18.72 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 9,958 | 1,096 | ||||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 167,800 | 18,475 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3,386 | 4.25 | 373 | 23.59 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 7,857 | 22.65 | 865 | 45.62 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 25,104 | 15.93 | 2,764 | 37.46 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 22,512 | 0.21 | 2,479 | 18.85 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 65 | 96.97 | 7 | 133.33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5,073 | 559 | ||||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 292,743 | 7.89 | 32,231 | 27.96 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 34,026 | 0.64 | 3,746 | 19.38 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 13,997 | 8.99 | 1,541 | 29.28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,065,099 | 4.14 | 227,122 | 23.35 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 46,875 | 0.26 | 5,161 | 18.89 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 32,416 | 1.03 | 3,569 | 19.85 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11,432 | 20.51 | 1,259 | 42.95 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2,325 | 0 | ||||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 32,440 | 10.09 | 3,572 | 30.57 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 1,914 | 211 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 9,032 | 994 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 4,916 | 541 | ||||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 8,430 | 928 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 8,700 | 958 | ||||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 47,520 | 7.78 | 5,232 | 27.83 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 1,907 | 210 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 14,768 | 42.48 | 1,681 | 79.59 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 2,072 | 228 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 228,650 | 1.67 | 25,174 | 20.58 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 8,771 | 12.20 | 966 | 33.10 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 25,835 | 65.77 | 2,844 | 96.68 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 68,138 | 0.64 | 7,502 | 19.36 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 15,356 | 163.80 | 1,673 | 207.54 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 27,572 | 14.85 | 3,036 | 36.22 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 4,449 | 0.11 | 490 | 18.69 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2,494 | 0.08 | 275 | 18.61 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,801 | 15.74 | 308 | 37.50 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 57,924 | 0.66 | 6,377 | 19.40 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1,708,995 | 329.47 | 188,160 | 409.37 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 2,217 | 0 | ||||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 28,784 | 0.09 | 3,169 | 18.73 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 2,581 | 0.08 | 284 | 18.83 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 35,534 | 6.94 | 3,912 | 26.85 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 87,279 | 1.31 | 8,102 | -7.36 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2,827 | 293 | ||||||
| 2025-07-24 | 13F | MA Private Wealth | 391,480 | 19.17 | 43,102 | 41.33 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 10,695 | 0.27 | 1,178 | 18.89 | ||||
| 2025-08-13 | 13F | Solidarilty Wealth, LLC | 1,850 | 204 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 180,858 | 1.38 | 18,362 | 10.89 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 54,546 | 21.68 | 6,006 | 42.98 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 13,174 | 3.29 | 1,450 | 22.57 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 391 | 0.26 | 43 | 16.67 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 221,662 | 0.83 | 24,405 | 19.59 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 4,867 | 536 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 9,711 | 0.02 | 901 | -8.53 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 2,040 | 225 | ||||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 73,400 | 3.38 | 8,081 | 22.63 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 19,786 | 16.05 | 2,178 | 37.67 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 2,153 | 237 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 38,509 | 1.86 | 4,240 | 20.80 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 8,078 | 0.97 | 889 | 19.81 | ||||
| 2025-07-24 | 13F | Conning Inc. | 86,310 | 94.37 | 9,503 | 130.52 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 7,498 | 7.04 | 826 | 26.92 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29,875 | 53.99 | 3,289 | 82.62 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 6,536 | 24.52 | 720 | 47.64 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6,729 | 14.56 | 625 | 4.70 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 291,475 | 39.66 | 27,058 | 27.69 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 118,929 | 4.19 | 13,094 | 23.57 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 1,994 | 219 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3,613 | 398 | ||||||
| 2025-05-28 | NP | MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | Short | -20 | -2 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 13,350 | 26.48 | 1,470 | 50.05 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 25,401 | 6.21 | 2,797 | 25.95 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3,164 | 0.70 | 348 | 22.11 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 7,645 | 6.18 | 844 | 26.35 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 3,744 | 27.61 | 412 | 51.47 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1,603 | 0.12 | 176 | 18.92 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 3,053 | 9.62 | 289 | -0.69 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 228,223 | 11.60 | 25,127 | 32.37 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 17,451 | 27.24 | 1,921 | 50.90 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2,369 | 0.04 | 261 | 18.72 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 1,860 | 205 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2,655 | 292 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 859,735 | 1.67 | 94,657 | 20.58 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 1,860 | 205 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 3,198 | 1,986 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 8,990 | 5.27 | 990 | 24.87 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 9,068 | 0.09 | 998 | 18.67 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 49,231 | 0.00 | 5,420 | 18.63 | ||||
| 2025-08-12 | 13F | Barings Llc | 244,432 | 644.06 | 26,912 | 782.62 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 12,200 | 234.52 | 1,343 | 297.34 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 13,492 | 0.01 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 21,258 | 0.83 | 2,341 | 19.51 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 4,990 | 52.13 | 549 | 80.59 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3,418,138 | 6.39 | 376,337 | 26.18 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | 0 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8,808 | 1.83 | 1,006 | 25.44 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 5,196 | 16.32 | 572 | 38.50 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 1,861 | 205 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 18,505 | 0.02 | 2,037 | 18.64 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 2,157 | 237 | ||||||
| 2025-07-16 | 13F | Novem Group | 9,396 | 300.51 | 1,034 | 376.50 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 101,214 | 2.73 | 11,144 | 21.83 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 288,427 | 21.09 | 31,756 | 43.61 | ||||
| 2025-09-03 | 13F | American Trust | 11,366 | 1,251 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 1,292 | 142 | ||||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 4,418 | 0.55 | 486 | 19.41 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 40,539 | 32.95 | 4,463 | 57.70 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10,628 | 75.87 | 1,170 | 108.93 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 50,753 | 143.06 | 5,588 | 188.29 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 19,682 | 54.98 | 2,167 | 83.87 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 602,015 | 5.22 | 66,282 | 24.79 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 11,641 | 1.00 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 19,979 | 5.38 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 90,280 | 903.89 | 9,940 | 1,091.73 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 1,063 | 0.09 | 117 | 19.39 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 108,028 | 0.11 | 11,894 | 18.73 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6,409 | 0.27 | 706 | 18.89 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 4,047 | 0.55 | 446 | 19.30 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 10,935 | 1.21 | 1,204 | 20.06 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 105,043 | 0.66 | 11,565 | 19.39 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 84,287 | 3.06 | 9,280 | 22.23 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 66,133 | 1.21 | 7,281 | 20.05 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 26,469 | 1.28 | 2,914 | 20.12 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 173,164 | 26.10 | 19,065 | 49.56 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 182,133 | 0.52 | 20,053 | 19.22 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 32,661 | 0.62 | 4 | 0.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,843 | 39.95 | 644 | 66.15 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 346,573 | 61.55 | 38,157 | 92.31 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 238 | 19.00 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 384,442 | 14.17 | 42,327 | 23.81 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 240,326 | 572.22 | 26,460 | 697.47 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 12,445 | 0.05 | 1,419 | 22.96 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 30,844 | 67.22 | 3,396 | 98.31 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,114,092 | 5.88 | 122,662 | 25.58 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 6,748 | 0.07 | 743 | 18.72 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 11,494 | 5.67 | 1,265 | 25.37 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 9,178 | 0.09 | 1,010 | 18.68 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 16,114 | 2.02 | 1,774 | 21.01 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 13,337 | 2.11 | 1,468 | 21.12 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 164,057 | 5.44 | 18,063 | 25.06 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 4,702 | 518 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 475,910 | 3.38 | 52,398 | 22.61 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 38,771 | 6.32 | 4,269 | 26.09 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 1,927 | 221 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 14,117 | 17.21 | 1,554 | 39.12 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 2,494 | 1.46 | 275 | 20.18 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 4,541 | 109.75 | 500 | 149.50 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 55,458 | 6.20 | 6,106 | 25.95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 33,994,243 | 3.20 | 3,742,766 | 22.40 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 142,314 | 12.23 | 16,257 | 36.23 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9,725 | 13.03 | 1,071 | 34.09 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 2,137 | 235 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 22,271 | 8.78 | 2,452 | 29.05 | ||||
| 2025-07-14 | 13F | Friday Financial | 11,744 | 75.21 | 1,293 | 104.43 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 101,390 | 0.95 | 11,163 | 19.74 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 4,953 | 0.04 | 545 | 18.74 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 315,175 | 19.32 | 34,701 | 41.52 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 120,660 | 9.22 | 13,285 | 29.54 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 14,852 | 20.36 | 1,635 | 42.79 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 8,833 | 0.01 | 973 | 18.68 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4,498 | 29.70 | 495 | 54.21 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 2,031 | 69.39 | 224 | 100.90 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 264,742 | 36.86 | 29,148 | 62.33 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 2,092 | 230 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6,889 | 21.99 | 758 | 44.66 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 1,840 | 203 | ||||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 5,277 | 6.71 | 581 | 26.58 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18,003 | 142.27 | 1,982 | 187.66 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,066,510 | 14.99 | 117,423 | 36.39 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 38,644 | 0.89 | 4,255 | 19.66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 679,544 | 487.92 | 74,818 | 597.33 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1,936 | 213 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1,246,383 | 0.02 | 137,227 | 18.62 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 4,660 | 0.52 | 513 | 19.30 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2,192 | 0.09 | 241 | 18.72 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9,507 | 3.24 | 1,054 | 26.68 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 11,629 | 1.41 | 1,280 | 20.30 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 8,451 | 930 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 171,496 | 0.76 | 18,882 | 19.50 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 241,400 | 47.34 | 26,578 | 74.76 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 2,749 | 0.11 | 303 | 18.90 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 8,828 | 0.87 | 972 | 19.70 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 91,594 | 770.17 | 10,085 | 932.14 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11,639 | 1.08 | 1,326 | 24.06 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 11,809 | 3.10 | 1,300 | 22.30 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 31,118 | 0.87 | 3,426 | 32.18 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 8,166 | 1.38 | 899 | 20.35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 7,129,475 | 0.61 | 784,958 | 19.33 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2,034 | 224 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,275 | 250 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 695 | 0 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 1,044 | 115 | ||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 5,059 | 557 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 10,744 | 0.69 | 1,183 | 19.39 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 663,805 | 1.99 | 73,343 | 21.39 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 9,232 | 40.73 | 1,016 | 67.11 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 83,032 | 8.14 | 9,142 | 28.26 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 196,354 | 19.00 | 21,619 | 41.14 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 2,844 | 7.73 | 313 | 27.76 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 2,351 | 259 | ||||||
| 2025-08-11 | 13F | North Forty Two & Co. | 1,972 | 217 | ||||||
| 2025-08-05 | 13F | Burney Co/ | 3,511 | 0.29 | 387 | 18.77 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 6,579 | 724 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 1,950 | 215 | ||||||
| 2025-07-23 | 13F | Equitable Trust Co | 7,565 | 39.45 | 833 | 65.41 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 2,748 | 0.07 | 303 | 18.90 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3,442 | 18.28 | 379 | 40.00 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 5,692 | 627 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 24,751 | 0.89 | 2,725 | 19.68 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 5,628 | 0.09 | 620 | 18.81 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 178,398 | 0.47 | 19,642 | 19.16 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6,097 | 671 | ||||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 42,818 | 13.39 | 4,714 | 34.49 | ||||
| 2025-07-18 | 13F | Vicus Capital | 4,995 | 0.08 | 550 | 18.57 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 152,294 | 22.23 | 16,768 | 44.97 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 1,918 | 211 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,999 | 202.88 | 220 | 260.66 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 117,123 | 0.88 | 12,895 | 19.65 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 10,356 | 1,140 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 10,407 | 281.21 | 1,146 | 352.57 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4,946 | 11.93 | 545 | 32.68 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3,963 | 0.08 | 436 | 18.80 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1,934,851 | 4.19 | 213,027 | 23.58 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 4,876 | 537 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 869,187 | 49.58 | 95,698 | 77.41 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11,561 | 15.12 | 1,273 | 36.48 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4,172 | 0.02 | 459 | 12.78 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15,651 | 5.46 | 1,723 | 25.13 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 12,079 | 21.02 | 1,330 | 43.52 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 48,576 | 0.10 | 5,348 | 18.74 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 581,186 | 0.01 | 63,989 | 18.61 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 400 | 44 | ||||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 36,349 | 81.09 | 4,002 | 114.81 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 18,568 | 103.91 | 2,044 | 141.89 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 244,848 | 1.02 | 26,958 | 19.82 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3,091 | 340 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,347 | 148 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 222,982 | 15.40 | 24,550 | 36.88 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 7,363 | 33.68 | 811 | 58.51 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 5,162 | 8.81 | 568 | 29.09 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 7,139 | 0.01 | 786 | 17.14 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6,840 | 3.87 | 635 | -5.09 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 7,406 | 5.00 | 815 | 24.62 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 40,877 | 0.00 | 4,501 | 18.61 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 10,811 | 0.88 | 1,190 | 19.72 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 1,984 | 0 | ||||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 86,628 | 11.41 | 10 | 28.57 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 2,622 | 8.17 | 289 | 28.00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 58,867 | 1.24 | 6,481 | 20.09 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 101,059 | 3.26 | 11,127 | 22.47 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 3,154 | 0.06 | 347 | 18.84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 763,497 | 44.21 | 84,061 | 71.04 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 12,609 | 1.87 | 1,388 | 20.80 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 2,921 | 0.62 | 322 | 19.33 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 67,704 | 342.42 | 7,454 | 424.93 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 4,370 | 5.79 | 481 | 25.59 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 80,794 | 22.74 | 8,895 | 45.58 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 44,479 | 16.42 | 4,897 | 38.10 | ||||
| 2025-07-29 | 13F | United Bank | 52,096 | 4.58 | 5,736 | 24.03 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 2,572 | 0.78 | 283 | 19.92 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 427,873 | 2.70 | 47,109 | 21.80 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 744,016 | 104.42 | 81,916 | 142.45 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 13,365 | 1.14 | 1,471 | 19.98 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12,691 | 114.01 | 1,397 | 154.00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1,171,070 | 8.19 | 128,935 | 28.31 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 2,040 | 225 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 26,462 | 262.69 | 2,456 | 231.89 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 54,330 | 0.22 | 5,982 | 18.86 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 163,099 | 1,230.23 | 17,959 | 1,476.65 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 48,455 | 289.76 | 5,335 | 362.22 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,697 | 1.85 | 407 | 20.83 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 52,955 | 0.02 | 5,830 | 18.64 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 2,922 | 3.54 | 322 | 22.99 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 37,700 | 4,151 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 13,444 | 475.51 | 1,480 | 585.19 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 46,438 | 0.35 | 5,113 | 19.02 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 4,738 | 5.50 | 522 | 25.24 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2,246 | 1.91 | 247 | 21.08 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4,814 | 2.69 | 530 | 21.84 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 106,080 | 632.34 | 11,679 | 768.97 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 362,641 | 0.68 | 39,927 | 19.41 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 3,365 | 378 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 11,982 | 207.94 | 1,319 | 265.37 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 197,037 | 0.63 | 21,694 | 19.35 | ||||
| 2025-08-14 | 13F | FIL Ltd | 3,401,028 | 374,453 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4,175 | 8.84 | 460 | 28.93 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 26,799 | 1.36 | 2,951 | 20.21 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 74,220 | 1.87 | 8,172 | 20.82 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 16,958 | 3.78 | 1,867 | 23.15 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 87 | 1.16 | 10 | 12.50 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 63,892 | 7.21 | 7,035 | 27.15 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 10,103 | 7.85 | 1,112 | 27.96 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 10,431 | 0.02 | 1,148 | 18.60 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 51,407 | 3.11 | 5,650 | 16.62 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 17,688 | 64.45 | 1,947 | 95.09 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 10,027 | 1,104 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12,414 | 1,367 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 519 | 51,800.00 | 57 | 9.62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 30,700 | 127.41 | 3,380 | 169.75 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 32,756 | 3,606 | ||||||
| 2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 24,088 | 2.87 | 2,236 | -5.93 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 10,320 | 0.33 | 1,137 | 33.18 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 66,291 | 7.39 | 7,299 | 27.36 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 30,453 | 3.41 | 3,353 | 22.65 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 2,196 | 242 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 31,131 | 0.43 | 3,427 | 19.12 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 20,687 | 0.02 | 2,278 | 18.66 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 147,101 | 2.61 | 16,359 | 21.26 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24,224 | 2.31 | 2,667 | 21.45 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 155,005 | 0.09 | 17,066 | 18.72 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 2,575 | 19.55 | 284 | 42.00 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 2,836 | 0.04 | 312 | 18.63 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 6,451 | 28.56 | 710 | 52.69 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 6,802 | 1.05 | 749 | 18.17 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 127,909 | 1.59 | 14,083 | 20.49 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 125,732 | 5.84 | 13,843 | 25.54 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 27,280 | 3.04 | 3,004 | 22.22 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 18,424 | 2,028 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 2,124 | 234 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 7,652 | 53.22 | 842 | 81.86 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 5,291 | 51.21 | 583 | 79.63 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 8,302 | 3.75 | 914 | 23.18 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 4,334 | 47.21 | 477 | 74.73 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4,444 | 22.49 | 489 | 45.54 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 4,080 | 0.10 | 449 | 18.78 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 16,877 | 3.65 | 1,858 | 23.05 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 16,981 | 0.53 | 1,870 | 19.20 |
