BIV - Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
US ˙ ARCA ˙ US9219378190

Grundläggande statistik
Institutionella ägare 959 total, 958 long only, 0 short only, 1 long/short - change of 1,80% MRQ
Genomsnittlig portföljallokering 1.1358 % - change of −1,06% MRQ
Institutionella aktier (lång) 195 432 777 (ex 13D/G) - change of 6,30MM shares 3,33% MRQ
Institutionellt värde (lång) $ 14 527 646 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF (US:BIV) har 959 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 195,432,777 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Goldman Sachs Group Inc, Morgan Stanley, Bank Of America Corp /de/, EP Wealth Advisors, Inc., LPL Financial LLC, True Link Financial Advisors, LLC, and Ameriprise Financial Inc .

Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF (ARCA:BIV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 23, 2025 is 78,30 / share. Previously, on September 24, 2024, the share price was 78,60 / share. This represents a decline of 0,38% over that period.

BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

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Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-11 13F Pineridge Advisors LLC 0 −100,00 0
2025-08-11 13F CFS Investment Advisory Services, LLC 12 632 −17,79 1 −100,00
2025-08-01 13F Liberty Wealth Management Llc 4 270 0,42 330 1,54
2025-08-13 13F StoneX Group Inc. 58 082 12,61 4 492 13,72
2025-08-05 13F Bank Of Montreal /can/ 813 599 0,38 62 924 1,38
2025-07-28 13F Harbour Investments, Inc. 28 120 4,85 2 175 5,89
2025-08-12 13F Atlas Capital Advisors Llc 708 0,00 55 0,00
2025-08-13 13F Congress Wealth Management LLC / DE / 68 223 −1,88 5 277 −0,79
2025-07-03 13F Fiduciary Financial Group, Llc 144 758 1,53 11 148 3,79
2025-04-29 13F Acorn Financial Advisory Services Inc /adv 0 −100,00 0
2025-07-15 13F Fifth Third Bancorp 135 656 −5,21 10 492 −4,26
2025-07-17 13F Poinciana Advisors Group, Llc 5 004 −4,08 387 −3,26
2025-08-12 13F St. Nicholas Private Asset Management, Inc 2 859 −1,35 221 0,00
2025-08-14 13F CoreCap Advisors, LLC 52 417 −0,73 4 054 0,30
2025-08-04 13F Center for Financial Planning, Inc. 0 −100,00 0
2025-08-06 13F Grey Fox Wealth Advisors, LLC 139 009 62,84 10 751 64,47
2025-07-31 13F CVA Family Office, LLC 180 0,00 14 0,00
2025-07-24 13F Trust Co Of Toledo Na /oh/ 900 70
2025-07-23 13F Kingswood Wealth Advisors, Llc 2 958 −16,68 229 −15,87
2025-09-23 13F Rs Crum Inc. 40 962 −8,95 3 168 −8,01
2025-07-15 13F North Star Investment Management Corp. 954 0,63 74 1,39
2025-07-30 13F Whittier Trust Co Of Nevada Inc 155 0,00 12 0,00
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-05-15 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-05-07 13F Mycio Wealth Partners, Llc 0 −100,00 0
2025-07-30 13F Patten Group, Inc. 24 524 0,51 1 897 1,50
2025-07-21 13F Montz Harcus Wealth Management LLC 4 634 0,15 358 1,13
2025-07-29 13F Ballast, Inc. 38 052 2 943
2025-07-10 13F Bath Savings Trust Co 3 810 −17,14 295 −16,48
2025-07-18 13F SigFig Wealth Management, LLC 115 603 3,30 8 912 4,21
2025-08-06 13F Mascagni Wealth Management, Inc. 13 436 15,25 1 039 16,48
2025-08-14 13F Goldman Sachs Group Inc 8 967 305 12,48 693 531 13,61
2025-07-25 13F NorthRock Partners, LLC 1 583 2 298,48 122 2 340,00
2025-07-28 13F Sagace Wealth Management LLC 42 104 −1,24 3 256 −0,25
2025-08-06 13F Summit Wealth Group, LLC 3 881 −7,68 0
2025-07-31 13F Silver Oak Advisory Group, Inc. 79 266 9,08 6 20,00
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 35 470 0,00 3 0,00
2025-08-08 13F Pnc Financial Services Group, Inc. 439 152 −0,99 33 964 0,01
2025-08-13 13F SageView Advisory Group, LLC 9 986 −38,03 766 −37,88
2025-08-05 13F Burney Co/ 152 066 0,39 11 761 1,40
2025-07-10 13F Websterrogers Financial Advisors, Llc 10 176 −0,04 787 1,03
2025-05-02 13F First Command Advisory Services, Inc. 0 −100,00 0 −100,00
2025-05-05 13F CBIZ Investment Advisory Services, LLC 0 −100,00 0
2025-07-11 13F Spring Capital Management, Llc 16 370 0,94 1 266 2,01
2025-09-22 13F Caldwell Trust Co 10 260 0,00 794 1,02
2025-08-13 13F Continuum Advisory, LLC 90 892 0,80 7 030 1,81
2025-07-28 13F RFG Advisory, LLC 7 778 19,06 602 20,20
2025-07-15 13F Td Private Client Wealth Llc 167 432 −6,29 12 949 −5,35
2025-08-05 13F Lincoln National Corp 1 975 344 −2,16 152 773 −1,17
2025-07-28 13F CGC Financial Services, LLC 14 046 −7,77 1 086 −6,86
2025-07-09 13F Fermata Advisors, LLC 0 −100,00 0
2025-08-05 13F J. W. Coons Advisors, LLC 3 671 0,00 284 0,71
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-01 13F Planning Directions Inc 0 −100,00 0
2025-07-25 13F Investment Advisory Group, LLC 3 025 −3,63 234 −2,92
2025-07-31 13F Nilsine Partners, LLC 4 204 −56,18 325 −55,72
2025-07-15 13F CHB Investment Group, LLC 170 970 −1,17 13 0,00
2025-07-23 13F Prime Capital Investment Advisors, LLC 249 313 −19,43 19 282 −18,62
2025-08-13 13F Capital Advisors Wealth Management, LLC 3 982 1,01 308 1,99
2025-05-02 13F Capital A Wealth Management, LLC 60 0,00 5 0,00
2025-08-11 13F Diversified Portfolios, Inc. 60 530 −15,18 4 681 −14,33
2025-05-05 13F Midwest Capital Advisors, LLC 0 −100,00 0
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 200 187 24,89 15 318 24,81
2025-07-11 13F Westfuller Advisors, LLC 41 797 0,55 3 233 1,57
2025-07-28 13F RCS Financial Planning, LLC 3 140 1,82 243 2,54
2025-08-12 13F Archer Investment Corp 2 813 0,93 218 1,88
2025-08-12 13F Bokf, Na 134 574 9,79 10 408 10,89
2025-04-22 13F Veridan Wealth LLC 61 329 1,35 4 696 3,53
2025-08-12 13F Reliant Wealth Planning 679 989 0,77 52 590 1,79
2025-08-11 13F Greykasell Wealth Strategies, Inc. 1 666 −69,30 129 −69,16
2025-07-09 13F Breakwater Investment Management 6 501 0,00 503 1,01
2025-07-30 13F Pittenger & Anderson Inc 650 −8,45 50 −7,41
2025-08-14 13F Williams Jones Wealth Management, LLC. 9 816 0,00 759 1,07
2025-08-14 13F Mercer Global Advisors Inc /adv 79 872 −7,44 6 177 −6,51
2025-08-13 13F Russell Investments Group, Ltd. 1 0
2025-07-22 13F Net Worth Advisory Group 3 502 271
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 12 528 25,86 969 27,03
2025-08-07 13F Parkside Financial Bank & Trust 217 528 0,19 16 824 1,20
2025-07-15 13F Family Investment Center, Inc. 699 924 7,20 54 132 8,28
2025-08-08 13F Stephenson & Company, Inc. 136 437 1,08 10 552 2,10
2025-08-11 13F Summit Wealth Partners, LLC 2 854 1,75 221 2,80
2025-04-22 13F Gpwm Llc 0 −100,00 0
2025-08-07 13F Retirement Investment Advisors, Inc. 1 630 295 4,42 126 087 5,47
2025-05-02 13F SageOak Financial, LLC 0 −100,00 0
2025-08-08 13F Carl P. Sherr & Co., LLC 111 862 13,70 8 651 14,84
2025-07-15 13F Family Wealth Partners, Llc 10 785 −3,65 834 −2,68
2025-08-13 13F Per Stirling Capital Management, LLC. 23 131 0,45 1 789 1,42
2025-07-01 13F Park National Corp /oh/ 60 199 0,08 4 656 1,09
2025-04-16 13F Bernard Wealth Management Corp. 0 −100,00 0
2025-07-30 13F Avidian Wealth Solutions, LLC 12 939 0,02 1 001 1,01
2025-07-15 13F McAdam, LLC 6 636 −8,13 513 −7,23
2025-07-14 13F CRA Financial Services, LLC 2 900 224
2025-08-14 13F Tudor Investment Corp Et Al 9 994 773
2025-07-10 13F Exchange Traded Concepts, Llc 129 168 198,68 9 990 201,69
2025-08-15 13F Morgan Stanley 6 335 742 1,27 490 006 2,29
2025-07-31 13F Manuka Financial, LLC 39 630 −3,26 3 065 −2,30
2025-08-08 13F Family Firm, Inc. 0 −100,00 0
2025-08-05 13F Tme Financial, Inc. 4 533 −4,19 351 −3,31
2025-07-15 13F Kraft Asset Management, Llc 6 561 0,00 507 1,00
2025-07-22 13F Bay Harbor Wealth Management, LLC 84 665 −1,42 6 548 −0,44
2025-05-14 13F Islay Capital Management, Llc 0 −100,00 0
2025-07-29 13F Salomon & Ludwin, LLC 104 0,00 8 14,29
2025-08-14 13F Potomac Fund Management Inc /adv 2 695 −11,00 206 −10,48
2025-08-14 13F Bnp Paribas Arbitrage, Sa 175 169,23 14 225,00
2025-08-11 13F Covestor Ltd 89 14,10 0
2025-04-23 13F Williams Financial, LLC 0 −100,00 0
2025-07-15 13F Evanson Asset Management, LLC 7 104 −39,97 549 −39,40
2025-08-01 13F Ashton Thomas Private Wealth, LLC 167 148 1,02 12 927 2,04
2025-08-19 13F Hohimer Wealth Management, Llc 56 214 −11,85 4 348 −10,96
2025-08-14 13F Ameriprise Financial Inc 3 977 300 1,18 307 552 2,21
2025-08-14 13F Engineers Gate Manager LP 7 520 582
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 2 190 464 −6,33 169 410 −5,39
2025-08-14 13F C M Bidwell & Associates Ltd 37 812 −0,12 2 924 0,90
2025-07-30 13F Argonautica Private Wealth Management, Inc 8 271 −0,07 640 0,95
2025-07-07 13F Retirement Wealth Solutions LLC 31 034 −3,38 2 400 −2,40
2025-08-19 13F Delos Wealth Advisors, LLC 108 8
2025-08-06 13F Legacy Bridge, LLC 50 0,00 4 0,00
2025-08-13 13F Providence Capital Advisors, LLC 65 5
2025-07-15 13F Boyd Wealth Management, LLC 7 348 17,16 568 18,33
2025-08-05 13F Advisors Preferred, LLC 96 638 7 442
2025-07-29 13F Systelligence, LLC 124 295 12,75 9 613 13,87
2025-07-16 13F Octavia Wealth Advisors, LLC 2 679 0,00 207 0,98
2025-07-17 13F Coastline Trust Co 405 0,00 31 0,00
2025-08-13 13F Parkworth Wealth Management, Inc. 93 079 1,46 7 199 2,48
2025-07-15 13F Bank Of Stockton 166 646 −20,19 12 888 −19,39
2025-09-12 13F/A Valeo Financial Advisors, LLC 3 231 250
2025-08-14 13F Mml Investors Services, Llc 555 064 −9,46 43 −8,70
2025-05-13 13F Sand Hill Global Advisors, LLC 0 −100,00 0
2025-07-17 13F Patton Albertson Miller Group, Llc 85 104 3,63 6 582 4,68
2025-08-12 13F Deutsche Bank Ag\ 71 072 23,04 5 497 24,26
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 6 134 −2,94 474 −1,86
2025-07-31 13F Nisa Investment Advisors, Llc 9 746 −6,87 754 −5,99
2025-08-04 13F Leeward Financial Partners, LLC 70 002 1,56 5 414 2,58
2025-08-05 13F Dunhill Financial, LLC 5 338 59,25 413 60,94
2025-07-31 13F Red Wave Investments LLC 48 327 −2,90 3 738 −1,92
2025-07-25 13F Concord Wealth Partners 2 960 −1,73 229 −0,87
2025-07-28 13F ForthRight Wealth Management, LLC 264 520 −3,43 20 458 −2,46
2025-08-14 13F Elevatus Welath Management 6 922 −10,09 535 −9,17
2025-07-23 13F MADDEN SECURITIES Corp 4 752 0,00 368 1,10
2025-08-14 13F DHK Financial Advisors, Inc. 9 950 −50,00 770 −49,51
2025-07-30 13F Bogart Wealth, LLC 2 980 −35,69 230 −35,03
2025-08-06 13F Bensler, LLC 4 807 372
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 100 823 7 798
2025-07-28 13F BRYN MAWR TRUST Co 2 307 0,00 178 1,14
2025-04-03 13F First Hawaiian Bank 103 188 241,70 7 901 250,22
2025-08-15 13F CI Private Wealth, LLC 300 404 142,93 23 233 145,38
2025-08-04 13F Golden Road Advisors Llc 3 994 10,51 309 11,59
2025-08-12 13F MAI Capital Management 251 326 4,88 19 438 5,94
2025-08-14 13F Prestige Wealth Management Group LLC 2 720 2,14 210 3,45
2025-08-11 13F Foundation Wealth Management, LLC\PA 3 568 0,00 276 0,73
2025-08-07 13F Meeder Advisory Services, Inc. 14 362 −94,43 1 111 −94,38
2025-08-08 13F Avantax Advisory Services, Inc. 143 702 10,59 11 114 11,70
2025-08-13 13F Greenwich Wealth Management LLC 4 115 6,47 0
2025-08-04 13F Pensionmark Financial Group, Llc 558 349 4,27 43 183 5,32
2025-08-18 13F Tyler-Stone Wealth Management 5 526 86,50 427 88,94
2025-07-21 13F Life Planning Partners, Inc 21 592 −3,17 1 670 −2,23
2025-07-15 13F Legacy Financial Group LLC 2 850 0,00 220 0,92
2025-08-04 13F Arkadios Wealth Advisors 15 558 2,05 1 203 3,08
2025-07-14 13F Pacifica Partners Inc. 554 0,00 43 0,00
2025-07-29 13F Kondo Wealth Advisors, Inc. 12 394 0,45 954 1,06
2025-07-08 13F FF Advisors,LLC 11 261 871
2025-07-18 13F Brookmont Capital Management 6 862 0,10 531 1,15
2025-08-05 13F Integrity Financial Corp /WA 5 142 −53,65 398 −53,24
2025-08-13 13F Quadrant Capital Group Llc 19 833 −7,60 1 534 −6,70
2025-07-29 13F Stephens Inc /ar/ 318 561 38,10 24 637 39,48
2025-08-06 13F North Capital, Inc. 56 0,00 4 0,00
2025-08-14 13F Colony Group, LLC 108 681 55,38 8 405 56,96
2025-07-23 13F Center For Asset Management LLC 4 309 −7,13 322 −9,30
2025-08-05 13F Hills Bank & Trust Co 5 785 −1,60 447 −0,67
2025-08-04 13F Arcadia Wealth Management, Inc. 3 743 0,00 289 1,05
2025-08-12 13F Park Square Financial Group, LLC 483 −29,28 37 −28,85
2025-08-13 13F VestGen Advisors, LLC 21 184 −9,81 1 638 −8,90
2025-08-13 13F Jones Financial Companies Lllp 1 861 338 12,20 143 529 13,20
2025-08-14 13F Millennium Management Llc 4 609 356
2025-07-22 13F Private Wealth Group, LLC 9 597 0,00 742 1,09
2025-08-12 13F AlphaCore Capital LLC 109 8
2025-07-14 13F S.A. Mason LLC 3 471 0,00 268 1,13
2025-08-14 13F Money Concepts Capital Corp 3 378 −3,60 261 −2,61
2025-08-12 13F Long Island Wealth Management, Inc. 5 229 1,02 404 2,02
2025-07-02 13F Waller Financial Planning Group, Inc 39 286 12,56 3 038 13,70
2025-04-30 13F Ramiah Investment Group 10 131 776
2025-07-16 13F Cadent Capital Advisors, LLC 14 102 1,69 1 091 2,73
2025-07-18 13F Powers Advisory Group, LLC 10 160 0,50 786 1,42
2025-08-14 13F/A Rockefeller Capital Management L.P. 142 808 2,51 11 045 3,53
2025-07-18 13F Lynx Investment Advisory 29 241 0,75 2 262 1,76
2025-05-06 13F Poplar Forest Capital LLC 11 794 0,00 903 2,50
2025-07-29 13F Kanawha Capital Management Llc 6 983 11,21 540 12,50
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 34 119 −0,18 3 0,00
2025-07-28 13F Copia Wealth Management 6 0,00 0
2025-07-16 13F Asset Allocation & Management Company, LLC 14 760 0,00 1 0,00
2025-07-10 13F Uptown Financial Advisors LLC 46 141 −3,67 3 569 −2,70
2025-07-14 13F Lighthouse Wealth Management Inc. 15 589 −2,81 1 206 −1,87
2025-08-15 13F Semmax Financial Advisors Inc. 25 742 −2,26 1 988 −0,60
2025-07-21 13F Kennebec Savings Bank 2 703 −5,46 209 −4,13
2025-07-18 13F SMI Advisory Services, LLC 314 776 3,41 24 036 3,55
2025-07-22 13F Old National Bancorp /in/ 4 658 −41,05 360 −40,50
2025-07-24 13F Kampmann Melissa S. 19 714 −11,55 1 525 −10,67
2025-08-01 13F Bessemer Group Inc 56 499 4,15 4 0,00
2025-05-12 13F Commons Capital, Llc 0 −100,00 0 −100,00
2025-08-12 13F Absolute Capital Management, LLC 11 490 52,51 889 54,17
2025-08-08 13F Emerald Investment Partners, Llc 1 621 0,25 125 1,63
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 66 0,00 5 0,00
2025-07-17 13F Neumann Capital Management, LLC 152 466 7,41 11 792 8,48
2025-08-14 13F Seneschal Advisors, LLC 435 913 2,63 33 714 3,66
2025-07-25 13F Transcendent Capital Group LLC 2 810 0,00 217 0,93
2025-08-12 13F Jaffetilchin Investment Partners, LLC 6 304 −0,72 488 0,21
2025-07-08 13F Rise Advisors, LLC 104 8
2025-07-11 13F Essex Savings Bank 3 141 0,00 243 0,83
2025-08-07 13F Rossmore Private Capital 2 716 0,00 210 1,45
2025-08-04 13F Jim Saulnier & Associates, Llc 46 593 −7,54 3 604 −6,61
2025-08-14 13F Headlands Technologies LLC 0 −100,00 0 −100,00
2025-08-13 13F Rsm Us Wealth Management Llc 15 337 97,82 1 186 100,00
2025-08-12 13F Calton & Associates, Inc. 12 328 85,58 953 87,60
2025-07-21 13F Compass Planning Associates Inc 92 822 33,44 7 179 34,77
2025-08-01 13F FSA Advisors, Inc. 0 −100,00 0
2025-08-12 13F Cornerstone Wealth Management, LLC 120 802 4,63 9 343 5,68
2025-05-15 13F/A Orion Portfolio Solutions, LLC 300 112 23,15 22 980 26,18
2025-08-06 13F Cannon Financial Strategists, Inc. 523 393 13,36 40 479 14,50
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 9 043 0,36 699 1,45
2025-07-30 13F LGT Financial Advisors LLC 323 0,00 25 0,00
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 29 563 −10,19 2 286 −9,29
2025-04-23 13F Sunesis Advisors, LLC 86 286 0,01 6 607 2,47
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-18 13F United Bank 22 249 0,00 1 721 1,00
2025-07-25 13F St. Louis Trust Co 42 920 −0,46 3 319 0,55
2025-08-11 13F Private Advisor Group, LLC 363 125 5,10 28 084 6,16
2025-08-14 13F Synovus Financial Corp 97 624 1,60 7 551 2,64
2025-08-04 13F Silver Coast Investments LLC 219 684 0,69 16 990 1,70
2025-08-08 13F/A Ignite Planners, LLC 5 992 36,59 459 36,72
2025-05-05 13F Lindbrook Capital, Llc 63 0,00 5 0,00
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-04 13F MeadowBrook Investment Advisors LLC 5 550 −1,77 437 −1,36
2025-07-21 13F Sage Financial Management Group, Inc. 600 438 −10,94 46 −9,80
2025-08-11 13F Vanguard Group Inc 772 041 9,86 59 710 10,97
2025-07-18 13F PBMares Wealth Management LLC 8 746 −21,67 676 −20,84
2025-08-06 13F First Horizon Advisors, Inc. 44 320 2,00 3 428 3,01
2025-07-08 13F Apella Capital, LLC 17 174 1,31 1 314 2,18
2025-08-06 13F Penserra Capital Management LLC 473 571 152,75 37 157,14
2025-08-13 13F Capital Group Private Client Services, Inc. 95 114 7 356
2025-05-02 13F Jacobson & Schmitt Advisors, Llc 0 −100,00 0 −100,00
2025-08-04 13F Mesirow Financial Investment Management, Inc. 3 367 0,00 260 1,17
2025-08-15 13F Equitable Holdings, Inc. 22 183 22,61 1 716 23,83
2025-07-14 13F Abacus Wealth Partners, LLC 20 715 112,22 1 602 114,46
2025-08-08 13F Financial Gravity Companies, Inc. 61 −19,74 5 −20,00
2025-08-13 13F ESL Trust Services, LLC 60 692 −3,16 4 694 −2,19
2025-07-28 13F Compass Advisory Group LLC 4 874 −0,33 377 0,53
2025-07-17 13F Sterling Investment Advisors, Ltd. 0 −100,00 0 −100,00
2025-07-28 13F Axxcess Wealth Management, Llc 20 242 15,14 1 566 16,27
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0 −100,00
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 3 669 −17,51 284 −16,76
2025-07-31 13F Prudent Man Advisors, LLC 2 978 0,00 230 0,88
2025-07-25 13F Sovereign Financial Group, Inc. 71 036 5,59 5 494 6,64
2025-08-11 13F Addison Capital Co 2 738 −0,22 212 0,48
2025-07-16 13F Kathmere Capital Management, LLC 2 966 −38,21 229 −37,60
2025-08-07 13F Fagan Associates, Inc. 15 182 −0,62 1 174 0,43
2025-07-21 13F Yeomans Consulting Group, Inc. 173 252 −27,62 13 342 −27,20
2025-07-11 13F/A Umb Bank N A/mo 8 837 0,00 683 1,04
2025-07-24 13F FinDec Wealth Services, Inc. 15 998 80,06 1 237 81,91
2025-07-22 13F/A Duncan Williams Asset Management, LLC 3 694 0,00 286 1,06
2025-08-13 13F Truvestments Capital Llc 20 288 −1,98 1 569 −0,95
2025-08-04 13F Creekmur Asset Management LLC 24 2
2025-08-13 13F Colonial Trust Co / SC 920 0,00 71 1,45
2025-07-25 13F Hemington Wealth Management 64 0,00 0
2025-08-07 13F Clarity Wealth Advisors, LLC 96 449 5,04 7 459 6,10
2025-08-11 13F Hopwood Financial Services, Inc. 139 0,00 11 0,00
2025-08-04 13F Joseph P. Lucia & Associates, LLC 38 052 1,47 2 943 2,47
2025-08-11 13F Cornerstone Planning Group LLC 511 320 7,34 39 597 9,69
2025-08-14 13F Diversify Advisory Services, LLC 20 834 602,66 1 610 606,14
2025-08-15 13F First Heartland Consultants, Inc. 72 568 0,59 5 612 1,59
2025-08-14 13F Wilkins Miller Wealth Management, LLC 11 947 37,67 924 39,01
2025-08-12 13F Asset Management Group, Inc. 141 909 −0,32 10 975 0,69
2025-08-13 13F Elios Financial Group Inc. 9 926 −3,09 768 −2,17
2025-08-14 13F Federation des caisses Desjardins du Quebec 6 0,00 0
2025-08-14 13F Hurley Capital, LLC 341 0,00 26 0,00
2025-07-23 13F Eagle Strategies LLC 18 986 3,69 1 468 4,71
2025-07-30 13F EnRich Financial Partners LLC 5 253 15,60 406 17,00
2025-08-12 13F LPL Financial LLC 4 821 371 7,28 372 885 8,36
2025-07-23 13F REAP Financial Group, LLC 1 259 −3,67 97 −3,00
2025-07-14 13F Brady Martz Wealth Solutions, LLC 2 700 −8,23 209 −7,56
2025-07-18 13F Loudon Investment Management, LLC 4 568 1,17 353 2,32
2025-07-25 13F We Are One Seven, LLC 155 811 7,81 12 050 8,89
2025-07-23 13F Sax Wealth Advisors, Llc 6 704 −26,65 518 −25,89
2025-08-15 13F Asset Allocation Strategies LLC 22 340 −2,01 1 728 −1,03
2025-07-14 13F BetterWealth, LLC 426 604 5,22 32 994 6,28
2025-07-09 13F Bruce G. Allen Investments, LLC 6 173 12,50 477 13,57
2025-08-13 13F Beacon Pointe Advisors, LLC 13 628 0,81 1 054 1,84
2025-07-28 13F IFG Advisors, LLC 96 191 17,52 7 439 18,70
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-15 13F Cranbrook Wealth Management, LLC 654 680 −0,23 50 633 0,77
2025-08-14 13F Wells Fargo & Company/mn 15 858 672 29,41 1 226 510 30,71
2025-08-12 13F Change Path, LLC 224 940 −2,67 17 397 −1,70
2025-07-30 13F VCI Wealth Management LLC 97 649 12,95 7 552 14,10
2025-08-13 13F Forthright Family Wealth Advisory LLC 0 −100,00 0
2025-07-22 13F Grimes & Company, Inc. 4 361 0,86 337 1,81
2025-08-07 13F Midwest Trust Co 339 264 26 239
2025-08-07 13F Resources Investment Advisors, LLC. 33 166 −6,83 2 565 −5,87
2025-08-12 13F Associated Banc-corp 180 468 4,70 13 957 5,76
2025-04-22 13F Integrity Wealth Solutions LLC 0 −100,00 0
2025-07-21 13F Verus Financial Partners, Inc. 558 110 2,79 42 818 4,03
2025-04-10 13F First Financial Corp /in/ 0 −100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 15 633 −4,33 1 209 −3,36
2025-07-23 13F Fulton Breakefield Broenniman Llc 3 780 0,00 292 1,04
2025-08-06 13F Eukles Asset Management 1 106 0,00 86 1,19
2025-08-14 13F McIlrath & Eck, LLC 117 0,00 9 12,50
2025-07-14 13F UMA Financial Services, Inc. 518 0,00 40 2,56
2025-07-30 13F Phillips Financial Management, Llc 125 053 −3,08 9 672 −2,12
2025-08-11 13F Plum Street Advisors, LLC 17 940 −0,53 1 387 0,43
2025-08-13 13F Summit Financial, LLC 25 091 −60,99 1 941 −60,60
2025-08-13 13F Capital Analysts, Inc. 46 882 4,99 4 0,00
2025-08-14 13F TCG Advisory Services, LLC 61 145 −6,54 4 729 −5,61
2025-07-10 13F Signal Advisors Wealth, LLC 7 423 −16,31 574 −15,46
2025-07-15 13F GSB Wealth Management, LLC 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 78 500 6 071
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-07-15 13F Level Financial Advisors, Inc. 23 096 24,49 1 786 25,77
2025-07-11 13F Andrews, Lucia Wealth Management Llc 5 396 0,45 417 3,99
2025-07-23 13F Financial Life Advisors 0 −100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 116 406 −2,01 9 003 −1,02
2025-07-15 13F World Equity Group, Inc. 3 734 −13,00 289 −12,20
2025-07-17 13F Raleigh Capital Management Inc. 2 232 −3,12 173 −2,27
2025-07-21 13F Pacific Financial Group Inc 12 499 −3,05 967 −2,13
2025-07-08 13F Heartwood Wealth Advisors LLC 216 271 0,10 16 726 1,10
2025-08-14 13F Diversify Wealth Management, Llc 3 232 250
2025-08-11 13F Citigroup Inc 274 066 −0,05 21 196 0,96
2025-08-12 13F O'shaughnessy Asset Management, Llc 3 −94,64 0 −100,00
2025-08-12 13F Howe & Rusling Inc 590 −42,04 46 −41,56
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 548 651 0,51 42 433 1,52
2025-08-01 13F SYM FINANCIAL Corp 86 7
2025-08-05 13F Welch & Forbes Llc 10 335 3,06 799 4,17
2025-07-29 13F Stanley-Laman Group, Ltd. 5 774 −1,57 479 −0,21
2025-07-09 13F Bank of New Hampshire 7 369 7,12 570 8,17
2025-07-16 13F Meridian Investment Counsel Inc. 2 593 201
2025-08-01 13F Oarsman Capital, Inc. 2 760 213
2025-08-06 13F Moors & Cabot, Inc. 3 676 11,87 284 13,15
2025-07-08 13F Parallel Advisors, LLC 12 858 86,54 994 88,61
2025-08-14 13F New England Asset Management Inc 75 0,00 6 0,00
2025-07-25 13F Prostatis Group LLC 64 831 −13,10 5 014 −12,22
2025-07-31 13F Oppenheimer & Co Inc 11 479 1,26 888 2,31
2025-08-15 13F Kestra Advisory Services, LLC 180 569 1,44 13 965 2,47
2025-07-07 13F Rf&l Wealth Management, Llc 3 535 −0,98 273 0,00
2025-08-11 13F Schiavi & Co LLC 282 139 0,30 21 821 1,30
2025-08-13 13F Maia Wealth LLC 8 874 −11,48 686 −9,38
2025-07-15 13F Hall Laurie J Trustee 2 675 0,00 207 0,98
2025-08-12 13F Steward Partners Investment Advisory, Llc 8 759 44,28 677 45,91
2025-07-15 13F Elevated Capital Advisors, LLC 44 895 0,00 3 438 0,00
2025-08-07 13F Fund Evaluation Group, LLC 118 369 9 155
2025-07-21 13F Successful Portfolios LLC 9 147 −0,01 707 1,00
2025-07-29 13F Elevation Capital Advisory, LLC 3 174 4,03 245 5,15
2025-07-02 13F InvesTrust 11 660 0,00 902 1,01
2025-08-11 13F Bell Investment Advisors, Inc 0 −100,00 0
2025-07-09 13F Burt Wealth Advisors 444 925 3,25 34 411 4,29
2025-08-06 13F Smart Money Group LLC 51 280 13,44 3 966 14,56
2025-07-28 13F Nestegg Advisors, Inc. 2 711 210
2025-07-11 13F Farther Finance Advisors, LLC 519 845 −1,32 40 205 −0,27
2025-07-23 13F Pillar Financial Advisors, LLC 23 422 −0,42 1 811 0,61
2025-07-22 13F Foguth Wealth Management, LLC. 0 −100,00 0
2025-05-15 13F Jentner Corp 0 −100,00 0 −100,00
2025-08-11 13F Vista Cima Wealth Management LLC 15 654 −0,62 1 211 0,33
2025-07-18 13F PFG Investments, LLC 33 707 3,09 2 607 4,12
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 372 748 98,94 28 828 100,95
2025-07-17 13F First County Bank /CT/ 11 240 5,96 869 7,02
2025-07-24 13F Vantage Point Financial LLC 0 −100,00 0
2025-08-14 13F GWM Advisors LLC 188 153 1,75 14 552 2,78
2025-07-07 13F Kings Path Partners LLC 0 −100,00 0
2025-08-15 13F Fsb Premier Wealth Management, Inc. 15 424 −3,38 1 193 −2,45
2025-08-05 13F GPS Wealth Strategies Group, LLC 240 −4,76 19 −5,26
2025-08-14 13F Bank Of Hawaii 30 028 4,35 2 322 5,40
2025-08-04 13F Capital Performance Advisors Llp 24 274 −3,33 1 877 −2,34
2025-08-07 13F Efficient Advisors, LLC 1 277 480 −0,45 98 800 0,55
2025-07-18 13F Trust Co Of Vermont 12 218 −13,38 945 −12,59
2025-08-11 13F Estate Counselors, LLC 13 710 97,84 1 060 100,00
2025-08-13 13F Balance Wealth, LLC 50 711 −1,38 3 922 −0,38
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0 −100,00
2025-07-17 13F Hanson & Doremus Investment Management 124 0,81 0
2025-08-14 13F Susquehanna International Group, Llp Call 7 800 −9,30 603 −8,36
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 979 402 12,34 151 880 12,57
2025-08-14 13F Susquehanna International Group, Llp Put 8 700 45,00 673 46,41
2025-08-11 13F Outlook Wealth Advisors, LLC 10 343 0,00 800 1,01
2025-07-11 13F Bond & Devick Financial Network, Inc. 2 602 201
2025-08-12 13F Proequities, Inc. 0 0
2025-08-06 13F Prospera Financial Services Inc 58 810 −7,78 4 554 −6,85
2025-08-04 13F Wealth Management Associates, Inc. 33 691 3,16 2 606 4,20
2025-07-25 13F RoundAngle Advisors LLC 5 596 −5,33 433 −4,42
2025-08-01 13F Brookwood Investment Group LLC 8 087 27,33 625 28,60
2025-05-12 13F Cahill Wealth Management, LLC 22 961 −11,99 1 758 −9,80
2025-07-22 13F Safir Wealth Advisors, LLC 132 411 1,06 10 241 2,07
2025-08-14 13F Certified Advisory Corp 219 076 5,39 16 943 6,45
2025-07-30 13F Capstone Triton Financial Group, LLC 7 028 −8,26 544 −5,07
2025-08-11 13F Western Wealth Management, LLC 4 710 13,80 364 15,19
2025-08-08 13F Foundations Investment Advisors, LLC 4 260 −7,95 329 −7,06
2025-08-11 13F Anfield Capital Management, LLC 238 18
2025-08-14 13F Guardian Wealth Management, Inc. 0 −100,00 0
2025-08-14 13F Moneta Group Investment Advisors Llc 21 691 2,82 1 678 3,84
2025-08-14 13F Aureus Asset Management, LLC 43 914 3,65 3 396 4,69
2025-07-25 13F Gordian Advisors LLC 389 565 2,36 30 129 3,39
2025-08-13 13F Alerus Financial Na 93 7
2025-08-27 13F/A Brinker Capital Investments, LLC 242 656 −19,14 18 767 −18,33
2025-07-09 13F Breakwater Capital Group 26 095 2,66 2 018 3,70
2025-08-18 13F N.E.W. Advisory Services LLC 255 −49,00 20 −50,00
2025-07-21 13F Barrett & Company, Inc. 6 489 0,03 502 1,01
2025-08-05 13F MidAtlantic Capital Management, Inc. 33 842 4,47 2 617 5,52
2025-08-13 13F Cerity Partners LLC 835 852 5,39 64 645 6,45
2025-07-31 13F Hanlon Investment Management, Inc. 5 775 −9,20 447 −8,23
2025-07-23 13F Roundview Capital LLC 351 692 1,76 27 200 2,78
2025-08-04 13F Atria Investments Llc 165 859 35,09 12 828 36,44
2025-05-13 13F Brooklyn FI, LLC 0 −100,00 0 −100,00
2025-07-29 13F BKD Wealth Advisors, LLC 0 −100,00 0
2025-08-07 13F Wilkins Investment Counsel Inc 0 −100,00 0
2025-07-17 13F One Wealth Advisors, LLC 8 826 9,34 683 10,36
2025-08-06 13F AE Wealth Management LLC 25 890 0,57 2 002 1,57
2025-07-07 13F Wesbanco Bank Inc 5 904 34,70 457 36,12
2025-08-12 13F Running Point Capital Advisors, LLC 346 0,00 27 0,00
2025-08-01 13F Bank of Jackson Hole Trust 11 395 84,59 881 86,65
2025-08-04 13F Savvy Advisors, Inc. 27 780 −38,55 2 149 −37,94
2025-07-25 13F Wealth Advisory Team LLC 85 264 6 594
2025-08-07 13F CENTRAL TRUST Co 15 819 −2,96 1 223 −2,00
2025-08-11 13F Keyes, Stange & Wooten Wealth Management, LLC 220 905 23,55 17 085 24,79
2025-08-14 13F Murphy & Mullick Capital Management Corp 15 434 −20,34 1 187 −20,03
2025-07-11 13F Scott Capital Advisors, LLC 324 630 2,29 24 906 2,49
2025-08-04 13F Bristlecone Advisors, LLC 1 307 0,00 101 1,00
2025-07-18 13F SOA Wealth Advisors, LLC. 1 812 −17,86 140 −16,67
2025-07-16 13F Eagle Global Advisors Llc 8 330 1,15 644 2,22
2025-07-17 13F LVW Advisors, LLC 392 430 4,22 30 351 5,26
2025-07-23 13F Nbt Bank N A /ny 26 425 −3,44 2 044 −2,48
2025-07-29 13F Quotient Wealth Partners, LLC 4 367 3,85 338 4,98
2025-08-11 13F HighTower Advisors, LLC 523 311 1,11 40 473 2,12
2025-08-14 13F Mpwm Advisory Solutions, Llc 3 892 −2,63 301 −1,63
2025-07-30 13F Caliber Wealth Management, LLC / KS 33 083 −0,82 2 559 0,16
2025-08-04 13F Assetmark, Inc 4 700 34,67 363 35,96
2025-07-18 13F Woodward Diversified Capital, Llc 14 261 101,43 1 103 103,32
2025-08-27 NP LGWAX - LADENBURG GROWTH FUND Class A Shares 61 047 −4,08 4 721 −3,12
2025-05-28 NP MFUL - Mindful Conservative ETF 18 808 −32,38 1 440 −30,84
2025-07-30 13F IMG Wealth Management, Inc. 48 0,00 4 0,00
2025-08-14 13F Great Valley Advisor Group, Inc. 213 589 13,89 16 519 15,03
2025-04-17 13F Montecito Bank & Trust 205 405 1,65 15 728 4,15
2025-07-16 13F TCI Wealth Advisors, Inc. 8 834 −29,50 683 −28,78
2025-07-22 13F Gemmer Asset Management LLC 135 515 5,37 10 481 6,43
2025-07-30 13F Bcm Advisors, Llc 876 595 1,74 67 550 3,00
2025-08-08 13F Cetera Investment Advisers 1 291 646 9,00 99 896 10,09
2025-08-14 13F EP Wealth Advisors, Inc. 6 071 963 12,56 469 606 13,69
2025-08-08 13F Capital Investment Advisory Services, LLC 380 0,00 29 0,00
2025-07-21 13F Cape Cod Five Cents Savings Bank 67 689 0,00 5 305 0,00
2025-08-27 NP LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares 155 102 0,00 11 996 1,00
2025-07-22 13F Echo Wealth Management, LLC 8 056 −13,42 623 −12,50
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 87 257 38,20 6 748 39,59
2025-08-04 13F Mayflower Financial Advisors, LLC 15 024 11,93 1 162 13,05
2025-04-08 13F First Community Trust Na 0 −100,00 0
2025-08-18 13F/A Kestra Investment Management, LLC 3 830 −19,55 296 −18,68
2025-08-11 13F Birchbrook, Inc. 439 0,23 34 0,00
2025-07-31 13F Glass Jacobson Investment Advisors llc 1 206 −89,15 93 −88,80
2025-04-14 13F Park Avenue Securities Llc 0 −100,00 0
2025-07-23 13F Colony Family Offices, LLC 0 −100,00 0
2025-08-12 13F Bedel Financial Consulting, Inc. 4 502 0,22 348 1,75
2025-08-06 13F Vestmark Advisory Solutions, Inc. 124 834 −8,44 9 655 −7,52
2025-08-13 13F Baird Financial Group, Inc. 3 562 434 5,53 275 519 6,59
2025-07-25 13F Lodestar Private Asset Management Llc 244 431 8,10 18 904 9,18
2025-08-14 13F Redwood Investment Management, Llc 4 565 9,24 0
2025-07-21 13F HT Partners LLC 21 261 −0,36 1 644 0,67
2025-08-12 13F Maripau Wealth Management Llc 5 813 2,76 449 3,70
2025-08-13 13F Cary Street Partners Financial Llc 523 825 2,95 37 479 4,23
2025-08-14 13F Graney & King, LLC 21 194 2,64 1 639 3,67
2025-08-13 13F Pinkerton Retirement Specialists, LLC 423 078 11,15 32 721 12,27
2025-08-13 13F Boston Family Office Llc 28 663 −30,64 2 −33,33
2025-07-18 13F Cooper Financial Group 476 676 8,69 36 866 9,79
2025-07-16 13F American National Bank 236 0,00 18 0,00
2025-08-08 13F Good Life Advisors, LLC 67 651 −7,61 5 232 −6,67
2025-08-14 13F Dearborn Partners Llc 5 371 4,78 415 5,87
2025-07-16 13F RWM Asset Management, LLC 113 032 50,43 8 742 51,94
2025-08-27 NP LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares 85 586 0,00 6 619 1,01
2025-07-16 13F Swisher Financial Concepts, Inc. 3 426 0,59 265 1,54
2025-08-14 13F Beaird Harris Wealth Management, LLC 26 550 −2,36 2 053 −1,39
2025-07-29 13F Tradewinds Capital Management, LLC 158 36,21 12 50,00
2025-08-11 13F United Advisor Group, LLC 2 747 5,01 212 6,00
2025-08-12 13F Hanover Advisors Inc 106 232 −7,25 8 216 −6,32
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 −100,00 0
2025-07-30 13F TFB Advisors LLC 3 835 −1,03 297 0,00
2025-08-11 13F Mach-1 Financial Group, Inc. 51 869 45,06 4 012 46,55
2025-08-12 13F Manchester Capital Management LLC 60 0,00 5 0,00
2025-07-14 13F Armstrong Advisory Group, Inc 624 2,30 48 6,67
2025-08-14 13F Benjamin Edwards Inc 9 388 726
2025-08-07 13F Tillman Hartley LLC 99 966 −24,75 7 731 −23,99
2025-05-07 13F Vantage Financial Partners, LLC 0 −100,00 0 −100,00
2025-08-14 13F Snowden Capital Advisors LLC 82 378 2,15 6 371 3,19
2025-08-12 13F Investments & Financial Planning, LLC 41 296 3,06 3 194 4,07
2025-07-29 13F Regions Financial Corp 16 522 3,40 1 278 4,42
2025-08-14 13F JPL Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-13 13F Vance Wealth, Inc. 6 305 −5,30 488 −4,32
2025-07-29 13F Horst & Graben Wealth Management LLC 3 203 0,72 248 1,65
2025-08-07 13F Montag A & Associates Inc 379 0,00 29 0,00
2025-07-30 13F Capital Investment Services of America, Inc. 25 415 −4,24 1 966 −3,30
2025-08-12 13F Jpmorgan Chase & Co 448 709 5,13 34 703 6,19
2025-08-12 13F Minot DeBlois Advisors LLC 823 −26,71 64 −25,88
2025-07-07 13F Investors Research Corp 86 2,38 7 0,00
2025-08-14 13F Warren Averett Asset Management, LLC 38 466 −2,30 2 975 −1,33
2025-07-23 13F Valmark Advisers, Inc. 38 274 1,07 2 960 2,10
2025-07-29 13F Easterly Investment Partners Llc 13 196 0,00 1 021 0,99
2025-07-17 13F Genesis Private Wealth, Llc 74 662 0,75 5 774 1,76
2025-07-29 NP NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF 35 052 25,69 2 678 25,43
2025-08-08 13F Rakuten Securities, Inc. 5 0,00 0
2025-08-27 NP LNCAX - LADENBURG INCOME FUND Class A Shares 23 689 −4,16 1 832 −3,17
2025-08-08 13F Hartland & Co., LLC 7 514 1,88 581 3,01
2025-08-14 13F Bank Of America Corp /de/ 6 332 322 −2,44 489 742 −1,46
2025-08-29 13F Evolution Wealth Management Inc. 334 26
2025-05-08 13F Armis Advisers, LLC 0 −100,00 0 −100,00
2025-07-22 13F Valpey Financial Services, LLC 2 895 224
2025-08-12 13F Global Retirement Partners, LLC 15 890 4,75 1 229 8,38
2025-08-12 13F Gladstone Institutional Advisory LLC 3 237 −16,68 250 −15,82
2025-04-17 13F Vista Wealth Management Group, LLC 33 673 3,60 2 578 6,13
2025-08-01 13F Advisory Alpha, LLC 29 678 −4,71 2 295 −3,73
2025-08-04 13F Twin City Private Wealth, Llc 2 140 −1,43 165 −0,60
2025-07-18 13F Truist Financial Corp 972 752 1,81 75 233 2,83
2025-07-10 13F Secure Asset Management, LLC 42 670 3 300
2025-08-07 13F Greystone Financial Group, LLC 445 701 45,19 34 471 46,65
2025-08-14 13F Mission Creek Capital Partners, Inc. 3 401 0,18 263 1,54
2025-08-13 13F GeoWealth Management, LLC 372 29
2025-07-17 13F Willow Creek Wealth Management Inc. 479 154 0,21 37 058 1,21
2025-07-23 13F First Merchants Corp 280 173 4,68 21 669 5,73
2025-07-07 13F Bangor Savings Bank 387 0,00 30 0,00
2025-07-14 13F LaFleur & Godfrey LLC 3 790 −9,27 293 −8,15
2025-07-10 13F HF Advisory Group, LLC 2 813 −2,60 218 −1,81
2025-07-10 13F Arbor Wealth Advisors LLC 4 217 43,00 326 44,89
2025-07-30 13F Sonata Capital Group Inc 8 071 0,00 1
2025-07-29 NP NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF 113 056 8 639
2025-07-17 13F Sound Income Strategies, LLC 38 137,50 3 100,00
2025-08-05 13F Centennial Bank/AR/ 55 394 −3,11 4 284 −2,12
2025-07-22 13F Ffg Retirement Advisors Llc 3 961 −38,41 306 −37,80
2025-07-23 13F Hardy Reed LLC 63 198 3,71 4 888 4,76
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-25 13F Verdence Capital Advisors LLC 8 445 −0,72 653 0,31
2025-07-28 13F Holistic Planning, LLC 9 694 11,49 750 12,63
2025-08-14 13F Connecticut Wealth Management, LLC 25 866 −50,97 2 001 −50,48
2025-05-15 13F Citadel Advisors Llc 0 −100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 7 576 12,25 586 13,37
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 873 950 −1,13 68 0,00
2025-07-17 13F Dopkins Wealth Management, Llc 21 314 7,05 1 648 8,14
2025-07-08 13F Strategic Advocates LLC 346 170 0,18 26 773 1,19
2025-08-04 13F Creative Financial Designs Inc /adv 6 405 −23,90 495 −23,14
2025-08-08 13F Tanglewood Legacy Advisors, LLC 23 0,00 2 0,00
2025-07-17 13F CWA Asset Management Group, LLC 8 420 −0,02 651 1,09
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 389 373 0,38 30 114 1,39
2025-08-14 13F Acorn Wealth Advisors, LLC 5 118 396
2025-04-02 13F Marcum Wealth, LLC 8 074 5,99 618 8,61
2025-08-04 13F Buck Wealth Strategies, LLC 4 914 65,40 380 67,40
2025-07-25 13F Parker Financial LLC 92 235 4,34 7 133 5,39
2025-08-13 13F Idaho Trust Bank 6 899 −2,72 534 −1,66
2025-08-12 13F Franklin Resources Inc 5 284 61,84 409 63,20
2025-08-04 13F Heritage Investors Management Corp 17 330 −3,62 1 0,00
2025-08-06 13F Legacy Wealth Managment, LLC/ID 1 206 −6,37 93 −5,10
2025-07-16 13F Dakota Wealth Management 3 812 −32,26 295 −31,63
2025-08-14 13F Comerica Bank 1 320 899 5,08 102 158 6,13
2025-08-13 13F Natixis Advisors, L.p. 243 888 6,22 19 5,88
2025-07-09 13F Stokes Capital Advisors, LLC 0 −100,00 0
2025-07-21 13F Ashton Thomas Securities, Llc 10 093 0,20 781 1,17
2025-07-15 13F Bnc Wealth Management, Llc 2 743 2,39 212 3,41
2025-08-14 13F/A Skopos Labs, Inc. 5 226 −0,59 404 0,50
2025-08-01 13F Austin Private Wealth, LLC 37 421 −72,62 2 894 −72,35
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 1 500 116
2025-07-11 13F Thomasville National Bank 5 500 −0,99 425 0,00
2025-08-11 13F Avantax Planning Partners, Inc. 115 761 −2,76 8 953 −1,79
2025-07-03 13F TrueWealth Advisors, LLC 3 288 −1,26 254 0,00
2025-07-24 13F Ronald Blue Trust, Inc. 200 −32,43 15 −31,82
2025-08-13 13F Cary Street Partner Investment Advisory Llc 3 304 0,00 256 1,19
2025-08-12 13F Northstar Financial Companies, Inc. 4 832 374
2025-08-11 13F Wealthspire Advisors, LLC 2 903 −6,26 225 −5,49
2025-07-31 13F New Hampshire Trust 36 936 −1,39 2 857 −0,42
2025-08-11 13F TD Waterhouse Canada Inc. 10 889 1,10 838 1,70
2025-08-11 13F Lowe Brockenbrough & Co Inc 1 091 84
2025-07-25 13F Stephens Consulting, LLC 18 332 −2,71 1 418 −1,73
2025-08-08 13F Principal Financial Group Inc 113 755 −2,31 8 798 −1,33
2025-08-14 13F Peapack Gladstone Financial Corp 1 051 867 −0,35 81 1,25
2025-08-13 13F Cresset Asset Management, LLC 14 522 −7,17 1 123 −6,18
2025-07-07 13F Capital Asset Advisory Services LLC 4 347 0,00 335 0,60
2025-07-30 13F Rehmann Capital Advisory Group 12 458 964
2025-04-15 13F Kelly Financial Services LLC 0 −100,00 0
2025-07-25 13F Richardson Financial Services Inc. 2 108 0,00 163 1,24
2025-07-31 13F City State Bank 156 251 −1,77 12 084 −0,78
2025-08-01 13F Zhang Financial LLC 804 530 21,78 62 222 23,00
2025-08-05 13F Crestwood Advisors Group LLC 3 675 0,00 284 1,07
2025-08-11 13F United Capital Financial Advisers, Llc 3 079 264 5,96 238 150 7,03
2025-08-07 13F Flagship Wealth Advisors, Llc 0 −100,00 0
2025-08-13 13F Wealthquest Corp 3 167 6,49 245 7,49
2025-07-22 13F DBK Financial Counsel, LLC 7 667 0,01 593 1,02
2025-07-31 13F Fiduciary Wealth Partners, LLC 128 640 9 949
2025-08-06 13F Shade Tree Advisors LLC 19 256 0,00 1 489 1,02
2025-08-07 13F McClarren Financial Advisors, Inc. 0 −100,00 0
2025-05-06 13F Elm3 Financial Group, LLC 0 −100,00 0 −100,00
2025-07-29 13F Shelter Mutual Insurance Co 10 900 0,00 843 1,08
2025-08-14 13F Mariner, LLC 1 653 331 2,41 127 869 3,44
2025-08-14 13F Atomi Financial Group, Inc. 3 570 −3,51 276 −2,47
2025-07-25 13F Concord Asset Management, LLC/VA 2 960 229
2025-08-12 13F CIBC Private Wealth Group, LLC 1 528 −51,14 118 −50,00
2025-08-05 13F Key FInancial Inc 115 0,00 9 0,00
2025-07-14 13F GAMMA Investing LLC 146 794 47,63 11 353 49,13
2025-04-16 13F Goldstone Financial Group, LLC 0 −100,00 0
2025-07-08 13F/A Salem Investment Counselors Inc 2 127 0,57 165 1,86
2025-07-22 13F Legacy Trust 4 580 −1,40 354 −0,28
2025-08-07 13F Allworth Financial LP 178 944 −3,19 13 840 −1,82
2025-08-14 13F Raymond James Financial Inc 1 923 304 20,12 148 748 21,33
2025-07-29 13F Stratos Wealth Advisors, LLC 12 055 40,09 932 41,64
2025-08-13 13F Smith, Moore & Co. 5 634 23,69 436 25,00
2025-08-13 13F F/M Investments LLC 12 532 9,14 969 10,24
2025-08-06 13F Hallmark Capital Management Inc 182 −30,53 14 −30,00
2025-08-14 13F Shepherd Kaplan Krochuk, Llc 7 896 1,02 611 2,01
2025-08-13 13F American Money Management, LLC 258 330 5,76 19 979 6,83
2025-07-28 13F Cutler Investment Counsel Llc 89 780 0,61 6 944 1,62
2025-08-11 13F Frank, Rimerman Advisors LLC 16 379 0,00 1 267 0,96
2025-08-13 13F Northern Trust Corp 13 113 −14,43 1 014 −13,55
2025-04-17 13F Precedent Wealth Partners, Llc 0 −100,00 0
2025-08-14 13F Betterment LLC 263 024 5,63 20 5,26
2025-05-07 13F Financially Speaking Inc 0 −100,00 0
2025-07-07 13F Discipline Wealth Solutions, LLC 541 909 7,83 41 911 8,92
2025-07-23 13F Defined Financial Planning LLC 29 095 2 216
2025-08-14 13F Fiduciary Trust Co 10 863 0,00 840 1,08
2025-07-09 13F Market Street Wealth Management Advisors Llc 14 048 −27,86 1 086 −27,16
2025-07-18 13F Bourgeon Capital Management Llc 26 092 3,17 2 018 4,18
2025-07-21 13F Ameriflex Group, Inc. 2 830 −3,28 219 −2,68
2025-07-30 13F Sterling Investment Management, Inc. 39 546 −2,23 3 058 −1,26
2025-08-14 13F IHT Wealth Management, LLC 3 069 0,16 237 1,28
2025-07-30 13F White Lighthouse Investment Management Inc. 49 331 −0,11 3 815 0,90
2025-08-01 13F Gwn Securities Inc. 15 576 30,85 1 208 32,89
2025-07-17 13F Stockman Wealth Management, Inc. 7 333 0,12 567 1,25
2025-07-25 13F Sequoia Financial Advisors, LLC 4 883 −32,15 378 −31,58
2025-07-09 13F Alesco Advisors Llc 0 −100,00 0
2025-07-15 13F Wela Strategies, Inc. 35 685 −0,61 2 760 0,36
2025-08-08 13F Francis Financial, Inc. 583 192 1,48 45 125 2,55
2025-07-09 13F Radnor Capital Management, LLC 5 912 0,00 0
2025-07-10 13F Global Financial Private Client, LLC 8 157 −0,21 631 0,80
2025-07-11 13F Pinnacle Bancorp, Inc. 6 886 2,58 533 3,50
2025-07-21 13F Crews Bank & Trust 1 568 0,00 121 0,83
2025-08-13 13F Tranquilli Financial Advisor LLC 42 173 −14,36 3 262 −13,50
2025-07-17 13F Janney Montgomery Scott LLC 530 319 12,92 41 17,14
2025-07-14 13F Abound Wealth Management 1 101 1,01 85 2,41
2025-08-08 13F Meridian Wealth Management, LLC 15 164 −25,36 1 173 −24,63
2025-08-06 13F Hoxton Planning & Management, LLC 22 958 14,20 1 776 15,33
2025-07-10 13F Mogy Joel R Investment Counsel Inc 5 900 0,00 456 1,11
2025-07-10 13F Hurlow Wealth Management Group, Inc. 75 767 23,58 5 860 24,82
2025-07-23 13F Matisse Capital 32 732 0,00 2 531 1,00
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 51 975 1,83 4 020 2,84
2025-08-11 13F Conquis Financial Llc 170 374 −1,00 13 177 0,00
2025-07-16 13F ORG Partners LLC 400 177,78 31 172,73
2025-07-08 13F Nbc Securities, Inc. 24 139 102,53 2
2025-07-23 13F Stephen J. Garry & Associates, Llc 101 267 −2,98 7 832 −2,00
2025-07-07 13F OMNI 360 Wealth, Inc. 3 564 −4,86 276 −3,85
2025-07-11 13F Seacrest Wealth Management, Llc 4 547 0,00 352 0,86
2025-08-12 13F New Republic Capital, LLC 0 −100,00 0
2025-04-25 13F Smallwood Wealth Investment Management, LLC 5 529 −8,38 423 −6,00
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 82 272 260,67 6 363 264,38
2025-08-18 13F/A National Bank Of Canada /fi/ 9 754 9,85 754 11,06
2025-07-09 13F Reyes Financial Architecture, Inc. 0 −100,00 0
2025-08-27 NP LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares 14 756 0,00 1 141 1,06
2025-07-11 13F Rockwood Wealth Management, LLC 3 316 256
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-28 13F Arlington Financial Advisors, LLC 8 368 −72,44 647 −72,16
2025-08-12 13F Ameritas Investment Partners, Inc. 133 908 3,73 10 356 4,78
2025-04-14 13F Broadway Wealth Solutions, Inc. 0 −100,00 0
2025-08-07 13F Guidance Capital, Inc 6 089 8,04 471 9,79
2025-05-09 13F Delta Financial Group, Inc. 9 997 6,82 1
2025-08-14 13F Jane Street Group, Llc 220 951 17 088
2025-07-24 13F Capital Advisors, Ltd. LLC 25 418 1,46 2 0,00
2025-08-12 13F XTX Topco Ltd 6 757 523
2025-08-06 13F Legacy Investment Solutions, LLC 1 206 −26,33 93 −23,77
2025-07-25 13F Apollon Wealth Management, LLC 4 150 −23,25 321 −22,71
2025-08-06 13F Golden State Wealth Management, LLC 6 521 3,64 504 4,78
2025-07-11 13F Orrstown Financial Services Inc 54 253 3,51 4 196 4,54
2025-08-18 13F Geneos Wealth Management Inc. 360 206 2,91 27 858 3,95
2025-07-30 13F Greenup Street Wealth Management Llc 137 338 −4,45 10 622 −3,49
2025-04-23 13F VisionPoint Advisory Group, LLC 0 −100,00 0
2025-08-13 13F Gateway Wealth Partners, LLC 7 050 −11,55 545 −10,66
2025-07-29 13F Signature Estate & Investment Advisors Llc 0 −100,00 0
2025-08-12 13F Private Management Group Inc 5 449 0,00 421 0,96
2025-07-21 13F First National Bank & Trust Co Of Newtown 324 141 0,18 25 069 1,19
2025-07-23 13F Austin Asset Management Co Inc 160 984 2,27 12 451 3,29
2025-07-10 13F Kmg Fiduciary Partners, Llc 34 218 1,79 2 646 2,84
2025-07-28 13F Duncker Streett & Co Inc 5 445 0,00 421 1,20
2025-08-08 13F Atlantic Trust, LLC 214 0,00 17 0,00
2025-08-11 13F Aptus Capital Advisors, LLC 89 597 −12,03 6 929 −11,14
2025-08-07 13F Meridian Financial Partners LLC 44 743 5,19 3 0,00
2025-08-07 13F Everhart Financial Group, Inc. 418 808 −13,03 32 391 −12,16
2025-08-13 13F Trustmark National Bank Trust Department 281 002 4 229,77 21 733 4 281,45
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class 1 975 344 −2,16 152 773 −1,17
2025-08-12 13F J.w. Cole Advisors, Inc. 94 672 69,08 7 322 70,77
2025-08-11 13F First American Trust, Fsb 0 −100,00 0
2025-08-08 13F Petix & Botte Co 6 187 −2,03 478 −1,04
2025-05-05 13F Summit Wealth & Retirement Planning, Inc. 0 −100,00 0
2025-07-29 13F Private Trust Co Na 10 824 23,08 837 24,37
2025-08-13 13F Brown Advisory Inc 47 594 −1,46 3 681 −0,49
2025-07-25 13F Lion Street Advisors, LLC 5 562 −13,71 430 −12,78
2025-05-14 13F BOK Financial Private Wealth, Inc. 0 −100,00 0 −100,00
2025-08-06 13F Adviser Investments LLC 11 060 0,14 855 1,18
2025-08-29 13F Centaurus Financial, Inc. 1 512 0
2025-09-03 13F Ballentine Capital Advisors, Inc 326 792 −0,24 25 274 0,76
2025-07-21 13F New Century Financial Group, LLC 0 −100,00 0 −100,00
2025-08-12 13F Forum Private Client Group LLC 3 568 −20,00 276 −19,35
2025-08-12 13F/A Brightwater Advisory LLC 2 988 0,00 231 1,32
2025-07-17 13F Eclectic Associates Inc /adv 38 031 −2,63 2 941 −1,64
2025-07-28 13F Rosenberg Matthew Hamilton 375 078 −6,82 29 009 −5,88
2025-07-22 13F Apexium Financial, Lp 4 498 0,20 348 1,17
2025-07-23 13F Wealth Management Nebraska 6 768 522
2025-07-31 13F TSA Wealth Managment LLC 33 434 1,84 2 586 2,87
2025-07-22 13F Warwick Investment Management, Inc. 44 340 −19,43 3 429 −18,63
2025-08-19 13F Anchor Investment Management, LLC 4 124 −0,94 319 0,00
2025-08-06 13F SOUTH STATE Corp 1 150 0,00 89 0,00
2025-07-16 13F Perigon Wealth Management, LLC 44 075 4,56 3 409 5,61
2025-07-16 13F Traveka Wealth, LLC 10 542 −46,91 815 −46,38
2025-08-04 13F IFG Advisory, LLC 4 183 3,21 324 4,19
2025-08-14 13F Talon Private Wealth, LLC 9 864 110,68 763 112,85
2025-08-04 13F Hantz Financial Services, Inc. 0 −100,00 0
2025-08-12 13F Accredited Wealth Management, LLC 1 735 0,00 134 1,52
2025-08-12 13F Country Trust Bank 77 000 0,00 5 955 1,02
2025-07-15 13F Ballentine Partners, LLC 26 593 −4,31 2 057 −3,38
2025-08-14 13F/A Barclays Plc 62 714 −2,18 5 0,00
2025-07-17 13F Forefront Wealth Management Inc. 3 504 0,29 271 1,12
2025-08-12 13F BlackRock, Inc. 3 542 −8,38 274 −7,77
2025-04-30 13F Sofos Investments, Inc. 63 −93,42 5 −94,37
2025-08-13 13F Fisher Asset Management, LLC 3 011 −70,66 233 −70,45
2025-08-26 13F/A Thrivent Financial For Lutherans 104 608 −55,44 8 −52,94
2025-07-23 13F Joel Isaacson & Co., LLC 89 189 0,39 6 898 1,40
2025-07-17 13F Beacon Capital Management, LLC 288 0,00 22 0,00
2025-08-12 13F Choate Investment Advisors 2 500 193
2025-04-10 13F Bremer Bank National Association 0 −100,00 0
2025-08-06 13F Soltis Investment Advisors LLC 3 445 0,03 266 1,14
2025-08-14 13F Two Sigma Securities, Llc 6 870 531
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 33 287 −89,58 2 574 −89,48
2025-08-13 13F Invesco Ltd. 10 728 −5,09 830 −4,16
2025-08-12 13F SRS Capital Advisors, Inc. 64 510 2,44 5 024 4,19
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-14 13F Ancora Advisors, LLC 4 876 0,93 377 2,17
2025-08-08 13F Citizens Financial Group Inc/ri 12 739 0,56 985 1,55
2025-07-24 13F Drucker Wealth 3.0, LLC 5 348 −28,15 410 −27,94
2025-08-05 13F Blue Barn Wealth, LLC 17 443 −6,80 1 349 −5,86
2025-07-18 13F Swp Financial Llc 6 961 538
2025-07-30 13F Wallace Advisory Group, LLC 0 −100,00 0
2025-08-18 13F Hershey Financial Advisers, LLC 21 291 127,52 1 647 135,48
2025-08-14 13F TrueWealth Financial Partners 79 926 −23,79 6 181 −23,03
2025-04-15 13F Traction Financial Partners, LLC 0 −100,00 0
2025-08-08 13F Thrive Capital Management, LLC 4 348 336
2025-08-11 13F Rothschild Investment Llc 17 425 0,00 1 348 0,97
2025-08-14 13F Sunbelt Securities, Inc. 2 820 2,77 211 0,00
2025-07-09 13F WealthCare Investment Partners, LLC 9 500 1,02 729 2,39
2025-07-25 13F Acorn Creek Capital Llc 322 252 11,26 24 923 12,38
2025-08-15 13F Zuckerman Investment Group, LLC 9 713 7,85 751 9,00
2025-07-16 13F/A CX Institutional 5 149 −0,66 0
2025-07-07 13F Versant Capital Management, Inc 110 9
2025-07-29 13F Werba Rubin Papier Wealth Management 32 826 2,29 2 539 3,30
2025-07-30 13F Retirement Planning Group 120 005 4,13 9 281 5,18
2025-07-10 13F Professional Financial Advisors, LLC 6 952 98,01 538 100,37
2025-08-05 13F NewSquare Capital LLC 190 063 1,61 14 700 2,64
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 −100,00 0
2025-07-18 13F Trilogy Capital Inc. 5 144 0,76 398 1,79
2025-07-15 13F Sheets Smith Wealth Management 15 699 0,00 1 214 1,00
2025-05-15 13F Lebenthal Global Advisors, LLC 0 −100,00 0
2025-08-04 13F Kovack Advisors, Inc. 10 750 6,39 831 7,50
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 2 176 43,06 168 44,83
2025-06-03 13F Invst, LLC 44 738 −13,29 3 426 −11,15
2025-07-24 13F Us Bancorp \de\ 923 744 2,10 71 442 3,13
2025-07-16 13F Signaturefd, Llc 24 2
2025-08-15 13F Strategic Investment Advisors / MI 26 570 −4,29 2 054 −3,39
2025-07-18 13F Northstar Group, Inc. 5 340 −3,61 413 −2,83
2025-08-19 13F Newbridge Financial Services Group, Inc. 325 −23,35 25 −21,87
2025-08-14 13F Royal Bank Of Canada 1 815 462 −4,93 140 408 −3,98
2025-07-14 13F Chris Bulman Inc 20 579 5,76 1 592 6,85
2025-07-30 13F Wbh Advisory Inc 0 −100,00 0
2025-08-14 13F Hilltop Holdings Inc. 14 579 9,92 1 128 11,03
2025-04-16 13F Farmers & Merchants Investments Inc 0 −100,00 0 −100,00
2025-07-17 13F MBA Advisors LLC 180 456 1,83 13 956 2,86
2025-07-29 13F Mb, Levis & Associates, Llc 67 −50,37 5 −50,00
2025-08-07 13F Nwam Llc 98 672 3,65 7 631 4,71
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 5 428 −0,15 420 0,72
2025-08-11 13F NewEdge Wealth, LLC 4 217 1,61 326 2,84
2025-08-11 13F Principal Securities, Inc. 8 139 16,86 629 20,96
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 4 089 0,00 316 0,96
2025-07-25 13F Courage Miller Partners, LLC 12 202 −0,90 944 0,11
2025-08-13 13F Lido Advisors, LLC 162 770 −0,54 12 589 0,46
2025-07-23 13F Wheelhouse Advisory Group LLC 13 879 −3,01 1 073 −2,01
2025-07-18 13F Mountain Pacific Investment Advisers Inc/id 13 758 −13,12 1 064 −12,21
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 39 223 30,33 3 034 31,64
2025-07-24 13F Jfs Wealth Advisors, Llc 27 648 0,00 2 138 0,99
2025-08-04 13F Spire Wealth Management 63 019 −3,32 4 874 −2,34
2025-07-14 13F Chapin Davis, Inc. 5 390 0,00 417 0,97
2025-07-29 13F Carmel Capital Partners, LLC 11 690 904
2025-08-05 13F Huntington National Bank 626 6,84
2025-08-14 13F Stifel Financial Corp 447 990 0,71 34 648 1,72
2025-08-11 13F FSA Wealth Management LLC 60 0,00 5 0,00
2025-08-07 13F Fonville Wealth Management LLC 113 897 6,66 8 809 7,57
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 30 494 34,66 2 358 35,99
2025-07-25 13F Gibson Capital, LLC 3 595 −8,29 278 −7,33
2025-07-31 13F Alamar Capital Management, LLC 7 457 0,00 577 1,05
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 25 906 −0,21 2 004 0,81
2025-08-07 13F Allen Investment Management LLC 6 549 0,00 506 1,00
2025-08-11 13F TAGStone Capital, Inc. 3 551 −0,39 274
2025-04-18 13F Financial Freedom, LLC 0 −100,00 0
2025-07-24 13F rebel Financial LLC 136 077 10 524
2025-07-09 13F Dynamic Advisor Solutions LLC 20 888 −2,21 1 615 −1,22
2025-07-17 13F Capital Insight Partners, Llc 196 445 −7,14 15 193 −6,20
2025-07-18 13F Martel Wealth Advisors Inc 3 342 1,03 258 1,98
2025-08-14 13F Wit, Llc 783 879 −6,64 60 625 −11,65
2025-07-29 13F Kelman-Lazarov, Inc. 43 053 −4,02 3 330 −3,06
2025-08-05 13F Sigma Planning Corp 128 934 −2,99 9 972 −2,01
2025-08-04 13F Partners in Financial Planning 17 947 0,75 1 388 1,69
2025-05-15 13F Manufacturers Life Insurance Company, The 0 −100,00 0
2025-08-14 13F Fmr Llc 1 515 601 −5,32 117 217 −4,37
2025-08-14 13F Becker Capital Management Inc 9 735 −10,11 753 −9,29
2025-07-23 13F Intergy Private Wealth, LLC 73 195 −2,42 5 661 −1,45
2025-08-14 13F Smartleaf Asset Management LLC 26 393 0,87 2 035 1,75
2025-04-30 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-01 13F Harbor Investment Advisory, Llc 1 032 0,00 80 0,00
2025-07-31 13F Wealthfront Advisers Llc 355 667 −15,10 27 507 −14,25
2025-07-24 13F True Link Financial Advisors, LLC 4 562 493 3,63 352 863 4,67
2025-08-12 13F Charles Schwab Investment Management Inc 90 035 −6,72 6 963 −5,79
2025-08-12 13F Laurel Wealth Advisors LLC 39 858 7 700,00 1 −100,00
2025-08-14 13F LifePlan Investment Advisors, Inc. 8 613 4,06 666 5,21
2025-08-06 13F Modera Wealth Management, LLC 465 099 −2,02 35 971 −1,03
2025-08-05 13F Fourth Dimension Wealth, LLC 5 234 −24,78 405 −24,06
2025-07-29 13F Koshinski Asset Management, Inc. 13 053 −6,19 1 009 −5,26
2025-07-15 13F Mather Group, Llc. 3 141 376 3,22 242 954 4,26
2025-09-04 13F Beacon Capital Management, Inc. 1 345 543 −77,66 104 064 −77,21
2025-07-18 13F Naples Global Advisors, Llc 58 292 46,54 4 508 48,05
2025-07-31 13F Buckingham Strategic Partners 141 743 1,54 10 962 2,56
2025-07-23 13F Elevate Wealth Advisory, Inc 2 621 0,00 203 1,00
2025-08-07 13F Compass Financial Group, Inc. 26 986 0,24 2 087 1,26
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 297 459 −26,04 23 005 −25,30
2025-07-24 13F Financial Connections Group, Inc. 693 −87,03 0
2025-09-05 13F/A Prospera Capital Management, LLC 8 836 4,38 681 5,58
2025-08-12 13F Integrated Advisors Network LLC 49 559 −3,82 3 833 −2,86
2025-07-07 13F First Citizens Financial Corp 8 386 1,65 649 2,69
2025-07-14 13F Southland Equity Partners LLC 7 087 2,22 548 3,40
2025-08-07 13F King Luther Capital Management Corp 984 1,03
2025-07-01 13F BancFirst Trust & Investment Management 33 142 10,58 2 555 11,53
2025-08-08 13F Kingsview Wealth Management, LLC 16 455 −15,84 1 273 −15,03
2025-07-17 13F/A Capital Investment Advisors, LLC 11 405 10,02 882 11,22
2025-08-12 13F PKS Advisory Services, LLC 4 003 0,07 310 0,98
2025-08-04 13F Human Investing LLC 230 456 3,90 17 814 4,89
2025-07-28 13F Sterling Financial Planning, Inc. 105 275 3,79 8 142 4,83
2025-08-13 13F Edgestream Partners, L.P. 14 692 1 136
2025-07-21 13F Synergy Financial Management, LLC 14 922 −6,77 1 154 −5,80
2025-07-29 13F Stratos Wealth Partners, LTD. 6 004 10,71 464 11,81
2025-08-12 13F WealthTrak Capital Management LLC 4 934 3,59 382 4,67
2025-04-16 13F Opal Wealth Advisors, LLC 0 −100,00 0
2025-08-13 13F Kuhn & Co Investment Counsel 5 363 415
2025-07-09 13F Massmutual Trust Co Fsb/adv 83 276 5,70 6 441 6,76
2025-07-14 13F Ridgewood Investments LLC 15 051 4,99 1 164 6,11
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 160 798 −16,50 12 412 −15,64
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-07-30 13F Granite Harbor Advisors, Inc. 59 939 −1,15 4 636 −0,15
2025-08-13 13F Transce3nd, LLC 317 −17,88 25 −17,24
2025-08-13 13F Orleans Capital Management Corp/la 10 465 8,84 809 9,92
2025-08-14 13F Integrated Wealth Concepts LLC 20 925 −6,68 1 618 −5,77
2025-07-18 13F Arcadia Wealth Management, LLC 53 992 5,50 4 176 6,56
2025-07-30 13F D.a. Davidson & Co. 76 723 6,08 5 934 7,15
2025-07-10 13F Strathmore Capital Advisors, Inc. 5 563 427
2025-07-17 13F Northwest Wealth Management, Llc 7 933 9,38 614 10,45
2025-08-06 13F Savant Capital, LLC 5 687 39,42 440 40,71
2025-08-05 13F Cherry Tree Wealth Management, LLC 30 0,00 2 0,00
2025-07-15 13F EWG Elevate Inc. 4 402 0,62 340 1,80
2025-07-17 13F Mustard Seed Financial, LLC 127 802 4,10 9 884 5,15
2025-07-15 13F Retireful, LLC 0 −100,00 0
2025-07-30 13F Studio Investment Management Llc 8 905 −38,81 689 −38,24
2025-07-18 13F Consolidated Portfolio Review Corp 241 902 −2,76 18 709 −1,78
2025-07-24 13F Mengis Capital Management, Inc. 19 622 −2,84 1 518 −1,88
2025-08-12 13F FourThought Financial Partners, LLC 18 829 0,00 1 456 1,04
2025-07-22 13F Windward Private Wealth Management Inc. 312 463 3,38 24 166 4,42
2025-07-23 13F Family Legacy, Inc. 56 009 0,02 4 332 1,03
2025-05-01 13F Quest 10 Wealth Builders, Inc. 99 −52,63 8 −53,33
2025-08-01 13F Envestnet Asset Management Inc 18 569 598 2,64 1 436 171 3,67
2025-08-04 13F Keybank National Association/oh 9 844 69,90 761 71,78
2025-08-04 13F BLB&B Advisors, LLC 35 646 3,81 2 757 4,83
2025-08-13 13F Northwestern Mutual Wealth Management Co 9 106 889 5,34 704 327 6,39
2025-07-25 13F Cwm, Llc 9 056 −6,24 1
2025-07-09 13F OLIO Financial Planning 7 465 −35,47 577 −34,80
2025-08-05 13F Gibraltar Capital Management, Inc. 3 705 287
2025-08-12 13F Seeds Investor Llc 267 846 15,42 20 715 16,59
2025-07-17 13F San Luis Wealth Advisors LLC 135 242 35,59 10 42,86
2025-08-11 13F Invenio Wealth Partners Llc 21 114 0,50 1 633 1,49
2025-08-05 13F Plante Moran Financial Advisors, LLC 494 38
2025-05-12 13F Sandy Spring Bank 1 311 0,00 100 3,09
2025-07-15 13F Revisor Wealth Management LLC 34 936 −0,97 2 679 −0,81
2025-08-01 13F Transcend Wealth Collective, Llc 3 711 −1,64 287 −0,35
2025-07-24 13F MA Private Wealth 124 348 −1,46 9 617 −0,47
2025-08-19 13F Asset Dedication, LLC 937 93,60 72 94,59
2025-07-14 13F McMahon Financial Advisors, LLC 537 925 −4,46 41 603 −3,50
2025-08-12 13F Pathstone Holdings, LLC 36 595 33,60 2 830 34,95
2025-07-15 13F Bay Capital Advisors, LLC 22 559 409,12 1 745 414,45
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-08-14 13F CIBC World Markets Inc. 14 275 2,34 1 104 3,47
2025-05-02 13F Cullen/frost Bankers, Inc. 0 0
2025-07-14 13F Caitlin John, LLC 4 214 0,00 326 0,93
2025-08-06 13F 360 Financial, Inc. 17 746 −3,18 1 471 −1,80
2025-07-15 13F Garrett Investment Advisors LLC 20 394 1,38 1 577 2,40
2025-08-07 13F Brio Consultants, LLC 9 634 −0,33 745 0,68
2025-08-12 13F Financial Advocates Investment Management 26 079 −14,59 2 017 −13,74
2025-08-06 13F SNS Financial Group, LLC 5 770 −91,82 446 −91,74
2025-08-06 13F Commonwealth Equity Services, Llc 1 094 160 14,69 85 15,07
2025-06-13 13F Optima Capital Llc 0 −100,00 0 −100,00
2025-07-24 13F Galvin, Gaustad & Stein, LLC 130 047 6,57 10 058 7,64
2025-07-31 13F Leavell Investment Management, Inc. 8 745 6,24 676 7,30
2025-07-31 13F United Community Bank 3 551 38,12 275 39,80
2025-08-14 13F Modern Wealth Management, LLC 3 248 251
2025-04-15 13F Crescent Sterling, Ltd. 0 −100,00 0
2025-08-18 13F/A Westwood Holdings Group Inc 27 878 −4,43 2 156 −3,45
2025-08-11 13F FineMark National Bank & Trust 5 204 21,33 402 22,56
2025-07-17 13F LexAurum Advisors, LLC 77 360 −5,64 5 983 −4,68
2025-07-24 13F IFP Advisors, Inc 12 519 −65,01 968 −64,66
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 12 487 −14,63 966 −13,76
2025-07-22 13F Wells Trecaso Financial Group, LLC 30 012 2,74 2 321 3,80
2025-08-11 13F WPG Advisers, LLC 8 649 −5,98 669 −5,11
2025-08-07 13F Pcg Asset Management, Llc 65 745 0,28 5 085 1,27
2025-08-11 13F PAX Financial Group, LLC 18 027 −2,78 1 394 −1,76
2025-07-25 13F Hazlett, Burt & Watson, Inc. 125 −26,47 0
2025-07-22 13F Kickstand Ventures, Llc. 43 638 −2,26 3 375 −1,29
2025-07-25 13F Atria Wealth Solutions, Inc. 199 045 −51,74 15 369 −51,33
2025-07-23 13F Country Club Bank /gfn 12 333 −2,25 951 −1,45
2025-07-24 13F Stonebridge Financial Group, LLC 2 766 214
2025-07-23 13F Arcataur Capital Management LLC 59 512 52,04 4 603 53,55
2025-07-28 13F Cypress Wealth Services, LLC 7 078 −3,01 547 −1,97
2025-07-10 13F Anderson Hoagland & Co 15 496 0,00 1 198 2,04
2025-08-11 13F Strategic Wealth Partners, Ltd. 1 838 142
2025-08-12 13F Atlantic Family Wealth, Llc 9 383 24,43 726 25,65
2025-08-08 13F TD Capital Management LLC 6 258 0,14 484 1,26
2025-08-15 13F Captrust Financial Advisors 355 394 461,73 27 486 467,42
2025-08-06 13F Wedbush Securities Inc 7 214 −39,10 1
2025-07-16 13F Leading Edge Financial Planning LLC 0 −100,00 0
2025-08-18 13F Front Row Advisors LLC 375 −8,98 29 −6,45
2025-05-13 13F Quantum Private Wealth, LLC 0 −100,00 0
2025-07-11 13F Caldwell Securities, Inc 90 0,00 7 0,00
2025-05-02 13F Wealthgarden F.s. Llc 0 −100,00 0
2025-07-17 13F New Covenant Trust Company, N.A. 4 519 0,00 348 0,87
2025-07-17 13F Fifth Third Securities, Inc. 77 975 8,07 6 031 9,16
2025-08-15 13F Tower Research Capital LLC (TRC) 70 159,26 5 150,00
2025-08-08 13F Sittner & Nelson, Llc 38 0,00 3 0,00
2025-07-30 13F/A KPP Advisory Services LLC 5 785 −5,61 447 −4,69
2025-07-10 13F Redhawk Wealth Advisors, Inc. 73 694 5 700
2025-07-23 13F WoodTrust Financial Corp 0 −100,00 0
2025-08-13 13F Milestone Investment Advisors LLC 75 877 6,83 5 868 7,91
2025-08-14 13F FC Advisory LLC 161 767 0,89 12 511 1,91
2025-08-07 13F Winthrop Capital Management, LLC 178 0,00 0
2025-07-22 13F Valley National Advisers Inc 155 0,00 0
2025-08-12 13F NFP Retirement, Inc. 3 266 0,93 253 2,02
2025-07-30 13F Bleakley Financial Group, LLC 15 065 −34,19 1 165 −33,50
2025-08-19 13F Cape Investment Advisory, Inc. 741 −49,25 57 −48,65
2025-07-11 13F Physician Wealth Solutions Inc. 31 920 −9,24 2 469 −8,35
2025-08-13 13F Level Four Advisory Services, Llc 33 529 7,59 2 593 8,68
2025-08-08 13F Smithfield Trust Co 218 929 −5,09 17 −5,88
2025-08-08 13F Larson Financial Group LLC 48 937 −22,31 3 785 −21,54
2025-04-24 13F Etesian Wealth Advisors, Inc. 0 −100,00 0
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 200 0,00 15 0,00
2025-07-15 13F Brewster Financial Planning LLC 263 510 4,43 20 380 5,48
2025-07-17 13F Refined Wealth Management 97 222 0,18 7 519 1,20
2025-08-14 13F Financial Advisory Service, Inc. 397 0,76 31 0,00
2025-08-19 13F Advisory Services Network, LLC 25 626 25,00 1 970 25,56
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 10 173 0,00 787 1,03
2025-07-18 13F Old Point Trust & Financial Services N A 0 −100,00 0
2025-08-11 13F Platform Technology Partners 11 824 −8,02 914 −7,11
2025-08-08 13F Security Financial Services, INC. 12 873 12,18 996 13,33
2025-07-21 13F Greenwood Capital Associates Llc 0 −100,00 0
2025-08-05 13F Tiaa Trust, National Association 2 372 485 23,44 183 488 24,68
2025-07-29 13F International Assets Investment Management, Llc 13 664 −13,16 1 057 −12,29
2025-08-04 13F Evergreen Wealth Management, LLC 87 560 16,45 6 772 17,61
2025-08-11 13F Brown Wealth Management, Llc 204 907 16,36 15 848 17,53
2025-07-31 13F CNB Bank 577 45
2025-04-28 13F Pinnacle Financial Partners Inc 77 036 −5,97 5 894 −3,88
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 63 006 19,30 4 873 20,50
2025-07-14 13F Friday Financial 3 113 241
2025-08-05 13F Bank of New York Mellon Corp 1 322 819 −0,44 102 307 0,56
2025-07-11 13F Busey Wealth Management 18 478 0,38 1 429 1,42
2025-07-23 13F West Paces Advisors Inc. 0 −100,00 0
2025-08-13 13F Fpc Investment Advisory, Inc. 306 303 9,11 23 604 10,55
2025-07-25 13F Franklin, Parlapiano, Turner & Welch, LLC 484 551 0,48 37 475 1,49
2025-08-01 13F Clark Asset Management, LLC 189 189 7,19 14 632 8,27
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 19 988 −4,23 1 546 −3,32
2025-07-21 13F Ascent Group, LLC 35 145 −6,88 2 718 −5,92
2025-09-03 13F American Trust 1 061 008 82 058
2025-07-31 13F Hoge Financial Services, Llc 250 661 7,86 19 474 9,44
2025-07-24 13F Leo Wealth, LLC 4 414 341
2025-04-29 13F Financial Network Wealth Management LLC 4 716 5,13 0
2025-08-12 13F Founders Financial Alliance, LLC 546 −9,90 42 −8,70
2025-08-12 13F Tumwater Wealth Management, LLC 183 884 −0,15 14 222 0,85
2025-07-14 13F Painted Porch Advisors LLC 25 0,00 2 0,00
2025-07-14 13F Signature Securities Group Corporation 4 585 −7,69 355 −6,84
2025-08-06 13F Atlantic Union Bankshares Corp 1 311 101
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 37 0,00 3 0,00
2025-08-05 13F Prosperity Consulting Group, LLC 0 −100,00 0
2025-08-01 13F Redwood Park Advisors LLC 3 010 0,33 233 1,31
2025-07-30 13F Brookstone Capital Management 148 092 9,58 11 453 10,69
2025-08-04 13F AlphaStar Capital Management, LLC 20 862 1 613
2025-07-31 13F Fedenia Advisers LLC 20 026 2,03 1 549 3,06
2025-08-13 13F Bernardo Wealth Planning LLC 79 003 5,89 6 20,00
2025-07-30 13F Darrow Company, Inc. 211 429 2,65 16 352 3,68
2025-08-11 13F Wescott Financial Advisory Group, LLC 299 186 5,94 23 139 7,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 867 130 −10,76 144 426 −9,87
2025-08-11 13F Retirement Capital Strategies 227 780 77,85 17 617 79,65
2025-08-07 13F Aegis Wealth Management LLC 3 091 0,00 237 0,00
2025-07-21 13F Ameritas Advisory Services, LLC 19 592 −7,43 1 515 −5,37
2025-07-24 13F GFG Capital, LLC 0 −100,00 0
2025-07-30 13F Eqis Capital Management, Inc. 22 596 2,36 1 748 3,37
2025-08-06 13F Rialto Wealth Management, LLC 796 5,01 62 5,17
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-08-08 13F Richmond Brothers, Inc. 120 855 −32,76 9 347 −32,08
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 3 461 8,63 268 9,43
2025-08-14 13F Arete Wealth Advisors, LLC 4 888 14,63 0
2025-08-07 13F Panoramic Investment Advisors, Llc 4 100 0,00 317 1,28
2025-08-13 13F M&t Bank Corp 164 215 17,19 12 700 18,37
2025-07-24 13F Eastern Bank 88 0,00 7 0,00
2025-08-08 NP QBDSX - Quantified Managed Income Fund Investor Class Shares 96 638 183,20 7 474 145,18
2025-07-18 13F Bartlett & Co. Wealth Management Llc 1 590 0,00 123 0,83
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 36 978 16,44 2 860 17,61
2025-09-23 13F Dakota Community Bank & Trust NA 2 197 −47,20 170 −46,86
2025-08-14 13F Sterling Wealth Management, Inc. 2 970 −3,60 230 −0,43
2025-08-06 13F Decker Retirement Planning Inc. 85 8 400,00 7
2025-08-14 13F Headinvest, Llc 14 183 −6,22 1 097 −5,27
2025-08-01 13F Rossby Financial, LCC 77 848 0,95 6 021 2,00
2025-08-11 13F HHM Wealth Advisors, LLC 2 041 −46,16 158 −45,86
2025-08-04 13F Amplius Wealth Advisors, LLC 53 849 −8,68 4 165 −7,77
2025-07-21 13F Vaughan Nelson Investment Management, L.p. 11 486 0,00 888
2025-07-07 13F Verde Capital Management 117 968 5,44 9 124 6,50
2025-08-08 13F Creative Planning 606 890 20,79 46 937 22,01
2025-07-22 13F Oak Hill Wealth Advisors, Llc 60 324 9,02 4 608 8,78
2025-07-28 13F Harbour Trust & Investment Management Co 57 926 1,78 4 480 2,80
2025-07-22 13F Merit Financial Group, LLC 164 559 97,86 12 727 99,84
2025-08-15 13F WealthCollab, LLC 61 810 1,90 4 780 2,93
2025-08-19 13F National Asset Management, Inc. 26 770 −54,34 2 070 −52,75
2025-08-08 13F Diana Davis Spencer Foundation 1 426 000 0,00 110 287 1,01
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1 448 1 305,83 112 1 500,00
2025-07-28 13F Mutual Advisors, LLC 82 005 24,42 6 299 24,86
2025-04-21 13F Townsend Asset Management Corp /nc/ /adv 0 −100,00 0
2025-07-29 13F SilverOak Wealth Management LLC 4 687 0,00 362 1,12
2025-08-14 13F Ieq Capital, Llc 28 443 −3,48 2 200 −2,53
2025-07-18 13F Provident Wealth Management, LLC 28 879 −3,26 2 234 −2,28
2025-08-14 13F Clarity Capital Advisors, LLC 75 489 6,52 5 838 7,59
2025-07-29 13F Planned Solutions, Inc. 63 774 −0,29 4 932 0,71
2025-04-15 13F Foresight Capital Management Advisors, Inc. 0 −100,00 0
2025-07-18 13F Precision Wealth Strategies, LLC 96 279 7 446
2025-07-14 13F Hoey Investments, Inc 99 −59,09 8 −61,11
2025-08-08 13F SBI Securities Co., Ltd. 2 261 1,12 175 1,75
2025-08-01 13F Motco 24 557 26,79 1 888 27,31
2025-07-21 13F Sovereign Investment Advisors, LLC 99 588 4,11 7 702 6,79
2025-08-07 13F LFA - Lugano Financial Advisors SA 5 406 0,00 415 0,48
2025-08-12 13F Richard W. Paul & Associates, LLC 1 240 −2,05 96 −1,04
2025-08-14 13F UBS Group AG 1 435 519 −3,23 111 023 −2,25
2025-08-07 13F Kestra Private Wealth Services, Llc 87 099 20,39 6 736 21,61
2025-05-27 13F Jacobi Capital Management LLC 0 −100,00 0
2025-07-22 13F Cedar Mountain Advisors, LLC 0 −100,00 0
2025-07-22 13F Aspire Private Capital, LLC 56 095 −2,31 4 338 −1,32
2025-07-29 13F Mine & Arao Wealth Creation & Management, LLC. 3 531 0,28 273 1,49
2025-08-07 13F Latko Wealth Management, Ltd. 6 454 1,43 0
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 418 329 17,32 32 18,52
2025-07-18 13F Nabity-Jensen Investment Management Inc 35 417 0,95 2 739 1,97
2025-07-24 13F Blair William & Co/il 110 041 4,42 8 511 5,47
2025-07-17 13F Tritonpoint Wealth, Llc 63 205 −2,46 4 888 −1,47
2025-08-04 13F WNY Asset Management, LLC 63 028 7,65 4 875 8,75
2025-07-30 13F Cambridge Capital Management, Llc 186 583 78,72 14 430 80,53
2025-08-12 13F Martin Worley Group 3 525 0,00 273 1,12
2025-07-22 13F DAVENPORT & Co LLC 149 918 1,21 11 595 2,23
2025-07-23 13F Indiana Trust & Investment Management CO 5 300 0,00 410 0,99
2025-07-30 13F Blume Capital Management, Inc. 2 206 −21,21 171 −20,56
2025-07-15 13F Five Pine Wealth Management 16 311 0,90 1 261 1,94
2025-07-17 13F Walker Asset Management, LLC 3 285 −1,35 254 0,00
2025-08-18 13F Wolverine Trading, Llc Call 3 300 254
2025-07-14 13F AdvisorNet Financial, Inc 1 307 −5,56 101 −3,81
2025-07-30 13F Jacobsen Capital Management 61 073 −0,03 4 723 0,98
2025-07-25 13F Evolution Advisers, Inc. 88 135 5,05 7 0,00
2025-08-12 13F Lionshead Wealth Management, LLC 65 331 5,63 5 053 6,69
2025-08-14 13F Dimension Capital Management Llc 2 668 0,00 206 0,98
2025-07-11 13F LongView Wealth Management 5 797 −12,18 448 −11,29
2025-07-21 13F Consilium Wealth Advisory, LLC 89 994 1,12 6 960 2,14
2025-07-22 13F Keudell/Morrison Wealth Management 5 888 −38,58 455 −38,01
2025-07-28 13F Morris Financial Concepts, Inc. 92 0,00 7 0,00
2025-08-07 13F Commerce Bank 2 596 −6,32 201 −5,66
2025-08-15 13F/A Symphony Financial, Ltd. Co. 2 841 219
2025-08-14 13F Ausdal Financial Partners, Inc. 32 739 0,81 2 532 1,85
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