EFG - iShares Trust - iShares MSCI EAFE Growth ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (BATS)

iShares Trust - iShares MSCI EAFE Growth ETF
US ˙ BATS ˙ US4642888857

Grundläggande statistik
Institutionella ägare 1001 total, 1001 long only, 0 short only, 0 long/short - change of 1,83% MRQ
Genomsnittlig portföljallokering 0.4728 % - change of −10,44% MRQ
Institutionella aktier (lång) 101 114 946 (ex 13D/G) - change of −7,87MM shares −7,22% MRQ
Institutionellt värde (lång) $ 10 467 977 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares MSCI EAFE Growth ETF (US:EFG) har 1001 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 101,114,946 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, LPL Financial LLC, Jones Financial Companies Lllp, Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, Park Avenue Securities Llc, Cwm, Llc, Envestnet Portfolio Solutions, Inc., and Us Bancorp \de\ .

iShares Trust - iShares MSCI EAFE Growth ETF (BATS:EFG) 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 19, 2025 is 113,67 / share. Previously, on September 23, 2024, the share price was 105,52 / share. This represents an increase of 7,72% over that period.

EFG / iShares Trust - iShares MSCI EAFE Growth 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.

EFG / iShares Trust - iShares MSCI EAFE Growth 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
(%)
2025-08-08 13F Ironwood Investment Counsel, LLC 14 654 6,58 1 641 19,43
2025-07-07 13F Retirement Wealth Solutions LLC 17 824 4,15 1 996 16,66
2025-08-14 13F Evercore Wealth Management, LLC 5 877 0,00 658 12,10
2025-08-14 13F Vident Advisory, LLC 2 539 284
2025-07-30 13F Birch Hill Investment Advisors LLC 5 450 0,00 610 11,93
2025-07-18 13F Community Financial Services Group, LLC 2 033 0,00 228 11,82
2025-08-13 13F Beacon Pointe Advisors, LLC 490 315 4,85 54 915 17,43
2025-07-31 13F/A Interchange Capital Partners, LLC 11 202 1,26 1 250 13,02
2025-08-15 13F Montag & Caldwell, Llc 7 733 237,10 866 278,17
2025-07-30 13F Canvas Wealth Advisors, LLC 9 309 9,57 1 026 20,28
2025-08-06 13F North Capital, Inc. 10 0,00 1 0,00
2025-04-28 13F Pinnacle Financial Partners Inc 95 131 9,59 9 513 13,18
2025-08-05 13F GPS Wealth Strategies Group, LLC 1 205 0,08 135 11,67
2025-07-16 13F Signaturefd, Llc 9 0,00 1
2025-07-21 13F Fairvoy Private Wealth, LLC 3 296 −1,76 369 10,15
2025-05-01 13F Quest 10 Wealth Builders, Inc. 8 540 1,04 854 4,28
2025-07-14 13F CRA Financial Services, LLC 2 125 0,00 238 12,26
2025-07-28 13F Frazier Financial Advisors, LLC 493 0,00 55 12,24
2025-08-06 13F Miller Investment Management, LP 2 250 0,00 252 12,00
2025-08-12 13F Athena Investment Management 4 619 0,00 517 12,15
2025-07-28 13F Sagace Wealth Management LLC 39 907 77,09 4 470 98,36
2025-07-14 13F Opal Wealth Advisors, LLC 1 331 101,67 149 125,76
2025-07-30 13F Strategic Blueprint, LLC 134 043 −5,77 15 013 5,53
2025-08-04 13F Quaker Wealth Management, LLC 77 9
2025-04-10 13F TrueWealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-15 13F Avaii Wealth Management, Llc 1 977 221
2025-08-12 13F Charles Schwab Investment Management Inc 870 647 94,03 97 512 117,31
2025-08-12 13F Global Retirement Partners, LLC 39 713 14,79 4 448 32,79
2025-08-01 13F Liberty Wealth Management Llc 35 289 −82,65 3 953 14,48
2025-07-11 13F Westfuller Advisors, LLC 3 292 0,00 369 11,85
2025-07-24 13F Endeavor Private Wealth, Inc. 29 206 12,24 3 271 25,71
2025-08-12 13F Park Square Financial Group, LLC 54 0,00 6 20,00
2025-08-13 13F Jones Financial Companies Lllp 4 658 236 −12,09 520 435 −2,59
2025-08-14 13F Benjamin Edwards Inc 10 306 2,10 1 154 14,37
2025-08-11 13F First American Trust, Fsb 27 499 −44,21 3 080 −37,52
2025-08-08 13F Emerald Investment Partners, Llc 55 512 −5,93 6 217 5,36
2025-07-16 13F Octavia Wealth Advisors, LLC 292 513 20,03 32 761 34,44
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 89 392 6,38 10 012 19,14
2025-08-12 13F Change Path, LLC 171 466 −3,97 19 204 7,56
2025-04-11 13F Procyon Private Wealth Partners, LLC 0 −100,00 0
2025-07-23 13F Foundation Wealth Management, LLC 24 672 −2,72 2 763 8,95
2025-08-05 13F Dunhill Financial, LLC 142 0,71 16 7,14
2025-05-02 13F Dakota Wealth Management 0 −100,00 0
2025-08-06 13F Moors & Cabot, Inc. 1 927 −15,59 216 −14,34
2025-08-07 13F Vise Technologies, Inc. 13 976 1 565
2025-08-26 NP CRTOX - Conquer Risk Tactical Opportunities Fund 90 361 10 120
2025-08-15 13F Semmax Financial Advisors Inc. 5 545 −2,31 612 1,66
2025-05-07 13F Pin Oak Investment Advisors Inc 0 −100,00 0
2025-07-24 13F Lmcg Investments, Llc 6 944 −11,28 778 −0,64
2025-07-14 13F Park Avenue Securities Llc 1 598 189 1,06 179 12,66
2025-08-13 13F Providence Capital Advisors, LLC 53 6
2025-08-14 13F Diversify Advisory Services, LLC 13 166 −29,83 1 462 −25,08
2025-05-14 13F Colonial Trust Advisors 0 −100,00 0
2025-08-14 13F Synovus Financial Corp 7 144 −1,53 800 10,34
2025-07-28 13F RCS Financial Planning, LLC 16 888 −2,79 1 891 8,87
2025-07-29 13F Yoffe Investment Management, LLC 2 358 0,00 264 12,34
2025-08-07 13F Howard Bailey Securities, Llc 64 306 0,17 7 202 12,20
2025-07-10 13F Triangle Securities Wealth Management 2 394 268
2025-08-07 13F Future Fund LLC 4 128 462
2025-08-13 13F Colonial Trust Co / SC 360 −3,74 40 8,11
2025-07-15 13F McAdam, LLC 39 069 2,47 4 376 14,77
2025-07-21 13F Stock Yards Bank & Trust Co 16 770 −6,52 1 878 4,68
2025-05-12 13F Sandy Spring Bank 767 0,00 77 2,70
2025-08-15 13F First Heartland Consultants, Inc. 10 245 48,41 1 147 66,23
2025-08-12 13F LPL Financial LLC 6 074 325 5,66 680 324 18,33
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-08-15 13F CI Private Wealth, LLC 314 718 23,32 35 249 38,11
2025-07-08 13F Hickory Point Bank & Trust 4 174 0,00 467 11,99
2025-07-10 13F Tompkins Financial Corp 345 0,00 39 11,76
2025-07-21 13F Riverview Trust Co 248 0,00 28 12,50
2025-08-07 13F Midland Wealth Advisors Llc 2 920 −6,02 327 5,48
2025-08-26 13F/A Thrivent Financial For Lutherans 219 785 −67,43 25 −64,71
2025-07-02 13F Dentgroup LLC 6 825 −39,06 764 −31,72
2025-07-17 13F Janney Montgomery Scott LLC 929 210 0,65 104 13,04
2025-07-25 13F Fifth Third Wealth Advisors LLC 11 147 −1,62 1 248 10,15
2025-07-22 13F Evensky & Katz LLC 0 −100,00 0
2025-08-14 13F DRW Securities, LLC 5 156 0,00 577 12,04
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 153 661 −4,97 17 119 5,88
2025-08-12 13F Cornerstone Wealth Management, LLC 3 373 −0,27 378 11,54
2025-05-12 13F FF Advisors,LLC 0 −100,00 0
2025-08-08 13F Gts Securities Llc 6 246 63,51 700 82,98
2025-07-28 13F Pettinga Financial Advisors, LLC 66 205 −11,01 7 415 −0,34
2025-08-08 13F Hartland & Co., LLC 97 −61,35 11 −60,00
2025-07-17 13F White Pine Investment CO 55 095 −0,25 6 20,00
2025-08-06 13F Tradewinds, LLC. 10 469 1 173
2025-07-17 13F Patton Albertson Miller Group, Llc 28 202 −7,78 3 159 3,27
2025-07-29 13F Madison Wealth Partners, Inc 2 591 −0,19 290 11,97
2025-07-18 13F Ewa, Llc 7 316 21,79 819 36,50
2025-08-14 13F Ancora Advisors, LLC 45 938 9,18 5 145 22,30
2025-08-15 13F WFA of San Diego, LLC 157 0,00 18 6,25
2025-08-14 13F Comerica Bank 56 894 −7,73 6 372 3,34
2025-08-13 13F Baird Financial Group, Inc. 171 319 1,98 19 188 14,22
2025-08-05 13F Fullcircle Wealth Llc 10 980 5,68 1 192 10,58
2025-08-06 13F Prospera Financial Services Inc 8 794 −17,03 985 −7,08
2025-07-11 13F Adirondack Trust Co 309 0,00 35 13,33
2025-08-13 13F Johnson Financial Group, Inc. 22 755 0,86 2 549 12,94
2025-08-11 13F Tidemark, LLC 666 −20,24 75 −10,84
2025-07-22 13F Unique Wealth, Llc 46 757 12,09 5 237 25,53
2025-08-06 13F Axim Planning & Wealth 1 947 218
2025-08-14 13F Gotham Asset Management, LLC 6 960 0,00 780 11,93
2025-04-21 13F Provident Wealth Management, LLC 0 −100,00 0
2025-07-21 13F Monticello Wealth Management, Llc 53 115 0,34 5 949 12,37
2025-07-18 13F First Pacific Financial 39 325 −1,24 4 404 10,63
2025-04-22 13F Gpwm Llc 0 −100,00 0
2025-08-14 13F Bragg Financial Advisors, Inc 3 331 0,00 373 12,01
2025-07-29 13F Clearview Wealth Advisors LLC 9 371 −1,76 1 050 10,07
2025-08-12 13F Twin Focus Capital Partners, Llc 2 918 327
2025-05-15 13F Grayhawk Investment Strategies Inc. 41 950 −20,62 4 195 −18,02
2025-07-30 13F Financial Perspectives, Inc 3 872 8,46 434 21,63
2025-08-14 13F Icon Wealth Advisors, LLC 212 567 4,42 23 808 16,95
2025-07-30 13F Bogart Wealth, LLC 4 425 3,95 496 16,47
2025-08-05 13F Scarborough Advisors, LLC 0 −100,00 0
2025-08-14 13F Wetherby Asset Management Inc 1 934 −10,83 217 2,86
2025-07-25 13F Tranquility Partners, LLC 1 849 207
2025-07-10 13F Signal Advisors Wealth, LLC 14 621 −31,02 1 638 −22,75
2025-08-11 13F Guidance Point Advisors, LLC 3 663 0,00 410 12,02
2025-08-07 13F Meeder Advisory Services, Inc. 48 184 10,17 5 397 23,39
2025-08-11 13F Bradley Foster & Sargent Inc/ct 9 052 1 014
2025-08-13 13F VestGen Advisors, LLC 19 843 −0,77 2 222 11,16
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 608 756 6,48 68 181 19,26
2025-07-21 13F Fortis Capital Advisors, LLC 71 473 −0,90 8 005 10,98
2025-07-11 13F CX Institutional 0 −100,00 0
2025-08-12 13F Associated Banc-corp 6 147 7,45 688 20,28
2025-08-13 13F Capital Analysts, Inc. 37 886 8,31 4 33,33
2025-08-13 13F Northwestern Mutual Wealth Management Co 672 571 3,15 75 328 15,53
2025-08-12 13F Personal Cfo Solutions, Llc 42 163 697,18 4 722 794,32
2025-08-11 13F Kingdom Financial Group LLC. 38 211 −40,51 4 280 −33,37
2025-07-11 13F Essex Savings Bank 2 657 −1,45 298 10,41
2025-08-13 13F Maia Wealth LLC 69 727 −5,80 7 809 7,10
2025-08-08 13F Family Firm, Inc. 0 −100,00 0
2025-05-02 13F Capital A Wealth Management, LLC 87 299 409,33 8 730 426,16
2025-08-08 13F Altfest L J & Co Inc 2 473 0,00 277 11,74
2025-05-02 13F Catalyst Financial Partners Llc 0 −100,00 0
2025-08-05 13F Integrity Financial Corp /WA 437 0,00 49 11,63
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-07-29 13F Ifrah Financial Services, Inc. 24 270 −0,19 2 718 11,81
2025-07-10 13F Sovran Advisors, LLC 48 703 1,71 5 421 14,11
2025-07-23 13F Richardson Capital Management LLC 263 0,77 29 11,54
2025-07-28 13F Copia Wealth Management 7 379 1,33 826 13,46
2025-08-04 13F AMG National Trust Bank 12 378 5,52 1 386 18,16
2025-07-22 13F SOL Capital Management CO 28 060 114,44 3 200,00
2025-07-25 13F Apollon Wealth Management, LLC 54 695 −0,35 6 126 11,61
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 29 338 −49,66 3 286 −43,63
2025-08-06 13F Regimen Wealth, Llc 107 491 −15,13 12 039 −4,97
2025-08-14 13F Citadel Advisors Llc 4 724 −82,63 529 −80,55
2025-07-14 13F Cobblestone Asset Management LLC 38 119 −10,49 4 269 0,26
2025-08-11 13F Resurgent Financial Advisors LLC 5 326 0,70 597 12,88
2025-08-11 13F Perennial Investment Advisors, LLC 3 573 −1,89 400 9,89
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 696 0,00 78 11,59
2025-08-14 13F Quantinno Capital Management LP 12 341 152,58 1 382 183,20
2025-07-18 13F Trust Co Of Vermont 2 588 987,39 290 1 156,52
2025-08-25 13F Fulcrum Equity Management 2 997 −0,79 336 10,93
2025-07-16 13F Kathmere Capital Management, LLC 51 026 −4,30 5 715 7,18
2025-08-12 13F Absolute Capital Management, LLC 6 081 7,32 681 20,32
2025-08-13 13F Avestar Capital, LLC 24 718 7,83 2 768 20,77
2025-08-08 13F Foundations Investment Advisors, LLC 597 452 12,29 66 915 25,76
2025-07-07 13F Roxbury Financial LLC 52 0,00 6 0,00
2025-08-04 13F MeadowBrook Investment Advisors LLC 891 100
2025-07-07 13F RDA Financial Network 6 136 −1,64 687 10,27
2025-08-15 13F Synergy Financial Group, LTD 2 473 0,00 277 11,74
2025-07-31 13F Ballast Advisors Llc 681 0,00 76 11,76
2025-07-31 13F BIP Wealth, LLC 7 755 −22,60 869 −13,29
2025-08-12 13F Cook Wealth Management Group Llc 0 −100,00 0
2025-07-09 13F Pines Wealth Management, LLC 3 811 1,09 425 25,44
2025-07-17 13F Park Place Capital Corp 173 −41,75 19 −34,48
2025-07-10 13F Trust Point Inc. 17 887 1,00 2 003 13,10
2025-07-08 13F Nbc Securities, Inc. 32 578 4,67 4 0,00
2025-07-15 13F Legacy Financial Group LLC 52 500 21,71 5 880 36,31
2025-07-22 13F Team Financial Group, LLC 515 58
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-04-28 13F FSR Wealth Management Ltd. 0 −100,00 0
2025-05-15 13F Mcmorgan & Co Llc 0 −100,00 0
2025-08-14 13F Mpwm Advisory Solutions, Llc 406 0,00 45 12,50
2025-08-05 13F EPG Wealth Management LLC 179 0,56 20 11,76
2025-07-17 13F Neumann Capital Management, LLC 2 125 0,00 238 12,26
2025-08-14 13F Harwood Advisory Group, LLC 16 −69,81 2 −80,00
2025-07-15 13F Missouri Trust & Investment Co 460 0,00 52 10,87
2025-08-14 13F Great Valley Advisor Group, Inc. 17 802 −14,18 1 994 −3,86
2025-06-06 13F Blue Oak Capital, LLC 0 −100,00 0
2025-07-11 13F Diversified Trust Co 9 633 5,24 1 079 17,81
2025-08-06 13F Horan Securities, Inc. 7 429 −23,93 832 −14,75
2025-08-13 13F Scotia Capital Inc. 1 800 202
2025-08-14 13F Gen-Wealth Partners Inc 33 834 1,89 3 789 14,13
2025-07-09 13F First Financial Corp /in/ 1 633 −4,61 183 6,43
2025-07-22 13F Clarius Group, LLC 2 505 0,00 281 12,00
2025-07-17 13F Independence Bank of Kentucky 5 109 0,00 572 12,16
2025-08-12 13F New Republic Capital, LLC 1 479 −32,77 166 −25,00
2025-08-05 13F 5T Wealth, LLC 23 473 −15,68 2 629 −5,57
2025-07-23 13F Eagle Strategies LLC 3 497 62,88 392 82,71
2025-08-14 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-08-06 13F Sound Financial Strategies Group, LLC 4 666 0,26 523 12,26
2025-08-01 13F MorganRosel Wealth Management, LLC 155 0,00 17 13,33
2025-08-13 13F Elios Financial Group Inc. 8 000 −43,25 896 −36,48
2025-08-04 13F Creative Financial Designs Inc /adv 9 222 −15,80 1 033 −5,75
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 10 727 1,57 1 201 13,73
2025-07-21 13F Quent Capital, LLC 497 817 4,75 55 755 17,32
2025-08-11 13F Actinver Wealth Management, Inc. 4 864 −8,71 545 2,26
2025-08-08 13F Advyzon Investment Management, LLC 3 097 347
2025-08-13 13F Van Hulzen Asset Management, LLC 71 510 1,65 8 009 13,86
2025-08-15 13F Morgan Stanley 4 147 883 5,98 464 563 18,69
2025-07-08 13F Atlas Brown,Inc. 2 051 0,15 230 12,25
2025-07-15 13F Armis Advisers, LLC 20 813 −45,65 2 319 −40,90
2025-07-02 13F Waller Financial Planning Group, Inc 52 130 5,10 5 839 17,73
2025-07-29 13F Goldstein Advisors, LLC 2 324 −0,17 260 12,07
2025-08-11 13F Western Wealth Management, LLC 4 943 1,15 554 13,32
2025-07-17 13F Stone Point Wealth LLC 12 777 22,36 1 431 37,07
2025-07-21 13F Cardinal Strategic Wealth Guidance 145 454 −23,95 16 291 −14,82
2025-07-25 13F Sovereign Financial Group, Inc. 9 549 −1,44 1 070 10,43
2025-07-15 13F Beacon Financial Planning, Inc 5 340 −15,20 598 −4,93
2025-07-17 13F Sound Income Strategies, LLC 5 932 −39,17 664 −31,90
2025-07-23 13F REAP Financial Group, LLC 3 237 1,98 363 14,20
2025-05-14 13F Kayne Anderson Rudnick Investment Management Llc 0 −100,00 0
2025-07-17 13F Raleigh Capital Management Inc. 7 299 −3,22 818 8,36
2025-07-29 13F Accretive Wealth Partners, LLC 2 033 −13,89 228 −9,20
2025-08-14 13F Warren Averett Asset Management, LLC 157 936 −6,50 17 689 4,71
2025-08-14 13F Murphy & Mullick Capital Management Corp 902 −16,71 97 −11,11
2025-07-30 13F LGT Financial Advisors LLC 5 058 3,29 567 15,75
2025-08-04 13F Creekmur Asset Management LLC 1 0,00 0
2025-08-08 13F KM Capital Management Ltd. 30 847 −36,64 3 455 −29,05
2025-08-01 13F Facet Wealth, Inc. 13 748 −19,75 1 478 −19,11
2025-08-14 13F Smartleaf Asset Management LLC 9 576 387,82 1 070 442,64
2025-06-30 NP EAFG - Pacer Developed Markets Cash Cows Growth Leaders ETF 10 1
2025-07-31 13F Wright Fund Managment, LLC 5 831 0,00 583 0,00
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 20 746 −35,73 2 324 −28,04
2025-07-17 13F Greenleaf Trust 134 640 −1,11 15 080 10,76
2025-07-29 13F Private Trust Co Na 8 483 0,55 950 12,69
2025-08-14 13F TCG Advisory Services, LLC 3 338 −14,65 374 −4,60
2025-08-11 13F Citigroup Inc 74 247 6,37 8 316 19,14
2025-08-14 13F Novus Advisors, Llc 4 013 −15,50 449 −5,27
2025-08-04 13F Flagship Harbor Advisors, Llc 22 632 6,11 2 535 18,86
2025-08-08 13F Jacksonville Wealth Management, LLC 17 997 4,96 2 016 17,56
2025-08-08 13F Pnc Financial Services Group, Inc. 1 167 865 0,43 130 801 12,48
2025-08-11 13F Addison Capital Co 19 589 6,53 2 194 19,37
2025-07-15 13F Cranbrook Wealth Management, LLC 82 638 1,82 9 255 14,03
2025-07-29 13F Consilio Wealth Advisors, Llc 41 426 234,11 4 627 273,45
2025-07-23 13F Nbt Bank N A /ny 270 429 2,06 30 288 14,31
2025-07-09 13F Lifelong Wealth Advisors, Inc. 26 207 6,16 2 935 18,92
2025-07-17 13F Tempus Wealth Planning, LLC 10 284 −1,00 1 152 10,89
2025-05-15 13F Glenmede Trust Co Na 61 310 −9,25 6 131 −6,28
2025-07-11 13F Luts & Greenleigh Group, Inc 8 999 2,96 1 008 15,35
2025-07-10 13F Atticus Wealth Management, Llc 57 6
2025-04-18 13F Wagner Wealth Management, Llc 0 −100,00 0
2025-08-14 13F Moneta Group Investment Advisors Llc 379 673 128,57 42 523 156,01
2025-07-30 13F Legacy Wealth Asset Management, LLC 2 587 0,00 290 12,02
2025-08-08 13F/A Sterling Capital Management LLC 84 475 −3,68 9 461 7,88
2025-08-08 13F Capital Investment Advisory Services, LLC 53 0,00 6 0,00
2025-08-14 13F Quartz Partners, LLC 3 916 −0,71 439 11,17
2025-05-15 13F Concorde Asset Management, LLC 26 583 −9,54 2 586 −9,14
2025-07-07 13F Versant Capital Management, Inc 43 0,00 5 0,00
2025-08-13 13F Cary Street Partners Financial Llc 309 372 −11,54 34 650 −0,92
2025-08-13 13F Cresset Asset Management, LLC 158 862 49,01 17 793 66,89
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 7 322 0,99 820 13,10
2025-07-22 13F/A Duncan Williams Asset Management, LLC 12 459 0,06 1 395 12,05
2025-07-07 13F Wesbanco Bank Inc 2 025 −8,25 227 2,73
2025-08-06 13F Cannon Financial Strategists, Inc. 19 028 0,00 2 131 12,04
2025-07-14 13F Armstrong Advisory Group, Inc 1 967 0,00 220 15,79
2025-07-30 13F Phillips Financial Management, Llc 319 −0,31 36 12,90
2025-05-02 13F Cullen/frost Bankers, Inc. 0 −100,00 0
2025-08-01 13F Bank of Jackson Hole Trust 1 755 0,00 197 8,89
2025-07-29 13F Chicago Partners Investment Group LLC 4 581 0,20 518 7,25
2025-07-11 13F Lantz Financial LLC 27 185 −7,03 3 045 4,14
2025-07-17 13F Hanson & Doremus Investment Management 1 074 0,00 0
2025-08-06 13F Paladin Advisory Group, LLC 15 347 −5,57 1 719 5,72
2025-08-12 13F Tradition Wealth Management, LLC 27 821 −0,09 3 116 11,89
2025-07-15 13F World Equity Group, Inc. 5 219 −30,32 585 −22,03
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 461 405 0,99 51 677 13,11
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 5 884 0,00 659 12,07
2025-08-07 13F Hughes Financial Services, LLC 426 −21,55 46 −14,81
2025-07-25 13F Sequoia Financial Advisors, LLC 10 582 13,13 1 185 26,74
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 66 611 71,40 7 460 98,25
2025-08-13 13F Natixis Advisors, L.p. 195 157 −31,67 22 −25,00
2025-08-06 13F One Wealth Capital Management, Llc 31 910 −3,03 3 574 8,60
2025-08-05 13F Claro Advisors LLC 34 249 −2,17 3 836 9,57
2025-07-24 13F Ronald Blue Trust, Inc. 79 403 −8,64 8 893 2,32
2025-07-18 13F SOA Wealth Advisors, LLC. 41 680 −0,31 4 668 11,67
2025-08-01 13F Brookwood Investment Group LLC 10 021 −9,78 1 122 1,08
2025-08-06 13F Vestmark Advisory Solutions, Inc. 40 932 −44,03 4 584 −37,32
2025-07-16 13F Plancorp, LLC 4 566 −0,50 511 11,57
2025-08-05 13F Prosperity Consulting Group, LLC 99 553 −0,51 11 150 11,42
2025-08-13 13F GeoWealth Management, LLC 5 112 4,37 573 16,97
2025-07-24 13F Rice Partnership, LLC 250 28
2025-07-24 13F Certus Wealth Management, LLC 56 722 −1,90 6 353 2,77
2025-07-31 13F Peterson Wealth Services 960 0,00 108 11,46
2025-07-23 13F Fulton Breakefield Broenniman Llc 2 260 0,00 253 11,95
2025-07-22 13F Simplicity Wealth,LLC 125 864 88,68 14 097 111,33
2025-07-15 13F Elevated Capital Advisors, LLC 5 347 0,00 535 0,00
2025-08-07 13F Fund Evaluation Group, LLC 5 385 0,00 603 12,08
2025-08-12 13F Gladstone Institutional Advisory LLC 2 890 −30,91 324 −22,73
2025-08-13 13F Summit Financial, LLC 20 026 3,84 2 243 16,29
2025-04-28 13F Oregon Pacific Wealth Management, LLC 0 −100,00 0
2025-08-04 13F Bristlecone Advisors, LLC 3 287 0,00 368 12,20
2025-08-14 13F CoreCap Advisors, LLC 50 847 −7,00 5 695 4,15
2025-07-01 13F Burkett Financial Services, Llc 9 0,00 1
2025-07-29 13F Quotient Wealth Partners, LLC 28 177 −8,96 3 156 1,94
2025-08-08 13F Glassman Wealth Services 109 −18,05 12 −7,69
2025-08-08 13F Wrapmanager Inc 1 964 −7,75 220 3,30
2025-08-11 13F Semus Wealth Partners LLC 4 279 −6,45 479 4,81
2025-05-15 13F Tanaka Capital Management Inc 81 0,00 0
2025-07-29 13F Two West Capital Advisors LLC 9 774 23,74 1 096 42,21
2025-08-13 13F Ark & Tlk Investments, Llc 17 490 −1,07 1 959 10,81
2025-07-09 13F Breakwater Capital Group 42 065 1,76 4 711 13,98
2025-07-21 13F HighMark Wealth Management LLC 485 0,00 54 12,50
2025-08-13 13F SCS Capital Management LLC 5 401 −64,13 605 −59,87
2025-07-29 13F Disciplined Investments, LLC 29 575 −0,43 3 312 11,52
2025-08-01 13F Milestone Asset Management Group, LLC 3 371 1,87 378 14,24
2025-08-05 13F Key FInancial Inc 81 672 −2,04 9 147 9,72
2025-07-30 13F LifeWealth Investments, LLC 70 680 25,02 7 916 40,03
2025-07-09 13F Massmutual Trust Co Fsb/adv 4 732 −0,84 530 10,90
2025-08-08 13F Smithfield Trust Co 100 0,00 0
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-07-30 13F Crewe Advisors LLC 140 16
2025-07-15 13F Mainstream Capital Management LLC 11 087 −2,59 1 242 9,05
2025-07-25 13F Dynamic Financial Group 13 528 −3,73 1 515 7,83
2025-08-11 13F Brown Brothers Harriman & Co 253 −38,74 28 −31,71
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-29 13F Evolution Wealth Management Inc. 3 474 389
2025-08-14 13F Stifel Financial Corp 393 286 −1,05 44 049 10,83
2025-08-01 13F James Investment Research Inc 7 235 44,87 810 62,32
2025-08-14 13F Herold Advisors, Inc. 2 519 −3,19 282 8,46
2025-05-15 13F Front Row Advisors LLC 0 −100,00 0
2025-07-02 13F InvesTrust 18 021 1,69 2 018 13,88
2025-07-16 13F American National Bank 2 118 0,00 237 12,32
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 64 0,00 7 16,67
2025-08-05 13F Bank Of Montreal /can/ 229 732 −7,29 25 730 3,83
2025-07-14 13F Harbor Group, Inc. 39 558 −1,89 4 430 9,90
2025-07-17 13F One Wealth Advisors, LLC 103 434 −4,14 11 585 7,36
2025-07-22 13F Sage Financial Group Inc 7 155 −2,67 801 8,98
2025-07-28 13F Courier Capital Llc 83 991 6,59 9 407 19,38
2025-08-01 13F Advisory Alpha, LLC 5 902 −1,34 661 10,54
2025-07-30 13F Caliber Wealth Management, LLC / KS 12 185 15,17 1 365 28,92
2025-08-12 13F MAI Capital Management 4 556 3,76 510 16,17
2025-07-31 13F Hanlon Investment Management, Inc. 3 270 −11,26 366 −0,54
2025-08-04 13F Mayflower Financial Advisors, LLC 41 826 −4,90 4 684 6,53
2025-07-22 13F Confluence Wealth Services, Inc. 6 140 7,04 688 18,65
2025-08-13 13F Townsquare Capital Llc 3 902 −91,30 437 −90,26
2025-08-14 13F Fiduciary Trust Co 40 310 6,28 4 515 19,04
2025-07-25 13F Means Investment Co., Inc. 1 799 202
2025-08-08 13F Financial Gravity Companies, Inc. 1 121 0,00 126 15,74
2025-07-10 13F Rockland Trust Co 6 662 0,00 746 12,01
2025-07-08 13F/A Salem Investment Counselors Inc 73 0,00 8 14,29
2025-07-23 13F Valmark Advisers, Inc. 44 450 −1,30 4 978 10,55
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 749 0,00 84 10,67
2025-08-14 13F Millennium Management Llc 0 −100,00 0
2025-04-02 13F Marcum Wealth, LLC 0 −100,00 0
2025-08-04 13F Merkkuri Wealth Advisors LLC 10 469 −1,95 1 173 9,84
2025-07-24 13F Conning Inc. 5 226 0,00 585 12,07
2025-07-14 13F Mechanics Bank Trust Department 12 768 −17,99 1 430 −8,10
2025-08-05 13F Commonwealth Retirement Investments LLC 12 863 −0,07 1 441 11,89
2025-07-22 13F Firethorn Wealth Partners, Llc 29 618 −9,64 3 317 1,22
2025-08-07 13F Verus Capital Partners, Llc 26 792 19,28 3 001 33,57
2025-08-13 13F Haverford Trust Co 2 397 0,00 268 12,13
2025-08-13 13F Alerus Financial Na 5 335 0,66 598 12,64
2025-07-24 13F Jfs Wealth Advisors, Llc 1 636 0,00 183 12,27
2025-07-31 13F Glass Jacobson Investment Advisors llc 454 −71,73 51 −67,74
2025-08-13 13F Russell Investments Group, Ltd. 6 −92,68 1 −100,00
2025-08-14 13F Atomi Financial Group, Inc. 22 885 −17,47 2 563 −7,57
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-08-12 13F Coston, McIsaac & Partners 480 0,00 0
2025-05-01 13F Lane & Associates LLC 60 440 −20,67 6 044 −22,05
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-07-16 13F ORG Partners LLC 6 510 103,44 725 126,56
2025-07-17 13F LVW Advisors, LLC 9 875 −5,48 1 106 5,94
2025-08-12 13F Bedel Financial Consulting, Inc. 120 993 0,38 13 551 5,85
2025-07-17 13F HB Wealth Management, LLC 6 437 −0,77 721 11,11
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 33 410 7,71 3 742 20,64
2025-08-13 13F Vance Wealth, Inc. 22 436 −5,91 2 513 5,37
2025-07-23 13F Sax Wealth Advisors, Llc 12 240 61,24 1 371 80,50
2025-07-23 13F Watershed Private Wealth Llc 79 128 9,28 8 862 22,39
2025-07-25 13F Cwm, Llc 1 519 417 −1,10 170 11,11
2025-07-30 13F IMG Wealth Management, Inc. 0 −100,00 0
2025-08-13 13F M&t Bank Corp 618 385 −5,69 69 259 5,63
2025-07-25 13F Verdence Capital Advisors LLC 10 674 −0,69 1 196 11,27
2025-08-12 13F Jacobi Capital Management LLC 9 276 −12,78 1 039 −2,35
2025-08-15 13F Provenance Wealth Advisors, LLC 2 643 46,91 296 65,36
2025-08-12 13F J.w. Cole Advisors, Inc. 49 377 9,69 5 530 22,86
2025-07-18 13F Cooper Financial Group 6 385 −50,05 715 −44,05
2025-07-29 13F Horst & Graben Wealth Management LLC 116 529 −0,73 13 051 11,19
2025-07-23 13F Steel Peak Wealth Management LLC 124 761 −0,77 13 973 11,14
2025-07-08 13F Webster Bank, N. A. 1 295 0,00 145 12,40
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 0 −100,00 0
2025-08-14 13F Redwood Investment Management, Llc 16 070 −30,45 2 −50,00
2025-07-15 13F Axis Wealth Partners, LLC 16 171 11,86 1 811 25,33
2025-08-08 13F Omega Financial Group, LLC 34 579 1,59 3 873 13,78
2025-04-11 13F Perkins Coie Trust Co 0 −100,00 0
2025-05-13 13F Neuberger Berman Group LLC 0 −100,00 0 −100,00
2025-08-12 13F Watchman Group, Inc. 10 925 21,35 1 224 35,89
2025-08-14 13F Hilltop Holdings Inc. 1 986 −13,35 222 −3,06
2025-08-13 13F Cary Street Partner Investment Advisory Llc 2 481 1,56 278 13,52
2025-08-14 13F Royal Bank Of Canada 324 988 −57,17 36 398 −52,03
2025-07-25 13F Lodestar Private Asset Management Llc 103 227 16,56 11 561 30,54
2025-08-26 NP BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 412 981 −29,55 46 254 −21,10
2025-08-14 13F Sentinus, LLC 55 890 −0,27 6 260 11,69
2025-07-21 13F Ameritas Advisory Services, LLC 4 485 −45,97 502 −38,71
2025-05-14 13F Level Four Advisory Services, Llc 0 −100,00 0
2025-07-07 13F First Community Trust Na 493 −47,33 55 −40,86
2025-07-23 13F Avantra Family Wealth, Inc. 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 1 324 −8,31 146 1,39
2025-08-15 13F Captrust Financial Advisors 263 985 0,17 29 566 12,19
2025-07-29 13F Latitude Advisors, LLC 10 456 −15,84 1 171 −5,72
2025-07-08 13F Atwood & Palmer Inc 190 21
2025-04-22 13F Rappaport Reiches Capital Management, LLC 4 673 0,00 467 3,32
2025-07-29 13F Swmg, Llc 53 300 23,77 5 877 32,04
2025-08-15 13F Urban Financial Advisory Corp 4 769 1,00 534 13,14
2025-08-06 13F Nicholas Hoffman & Company, LLC. 56 106 −0,34 6 284 11,62
2025-08-14 13F Colony Group, LLC 609 318 20,63 68 244 35,11
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 88 402 1,36 9 901 13,53
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 16 094 769,48 1 803 874,05
2025-08-05 13F Tsfg, Llc 333 −50,37 0
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-07-11 13F My Legacy Advisors, LLC 24 209 −1,47 2 707 10,13
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 128 230 38,61 14 362 53,95
2025-07-17 13F Wolff Wiese Magana Llc 945 0,00 106 11,70
2025-04-15 13F Collier Financial 622 −98,79 62 −98,76
2025-07-28 13F WealthPlan Investment Management, LLC 38 140 626,20 4 272 713,52
2025-07-28 13F Harbour Investments, Inc. 12 065 −2,16 1 351 9,57
2025-08-18 13F/A Kestra Investment Management, LLC 122 625 −70,50 13 734 −66,96
2025-07-21 13F West Financial Advisors, LLC 386 43
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-08-13 13F Balance Wealth, LLC 11 151 −21,64 1 249 −12,24
2025-08-01 13F Cedar Point Capital Partners, LLC 0 −100,00 0
2025-08-12 13F Maripau Wealth Management Llc 9 093 −38,35 1 018 −30,94
2025-08-12 13F Pathstone Holdings, LLC 192 036 1,90 21 508 14,12
2025-08-11 13F Wealthspire Advisors, LLC 22 220 −6,93 2 489 4,23
2025-08-14 13F Price T Rowe Associates Inc /md/ 10 449 0,00 1 0,00
2025-08-05 13F Mma Asset Management Llc 31 926 −53,16 3 576 −47,55
2025-08-11 13F Aptus Capital Advisors, LLC 126 244 3,72 14 139 16,17
2025-08-07 13F Kestra Private Wealth Services, Llc 131 092 −0,76 14 682 11,15
2025-08-14 13F Ameriprise Financial Inc 1 242 079 1,13 138 664 12,88
2025-07-11 13F Mkd Wealth Coaches, Llc 17 917 −1,52 2 007 10,28
2025-07-30 13F Syntegra Private Wealth Group, LLC 2 973 1,92 333 14,09
2025-08-14 13F Peapack Gladstone Financial Corp 10 621 −51,82 1 −50,00
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 6 743 −44,47 1 −100,00
2025-07-16 13F Diversified Enterprises, LLC 9 807 −17,73 1 098 −7,81
2025-08-08 13F Meridian Wealth Management, LLC 9 917 −14,79 1 111 −4,56
2025-07-07 13F Investors Research Corp 63 0,00 7 16,67
2025-07-07 13F Global Wealth Strategies & Associates 2 599 −8,90 291 2,11
2025-07-10 13F Wedmont Private Capital 2 778 3,62 311 19,16
2025-07-16 13F Perigon Wealth Management, LLC 114 161 2,22 12 786 14,49
2025-08-06 13F Savant Capital, LLC 31 032 −1,27 3 476 10,56
2025-05-06 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0 −100,00
2025-07-24 13F Cyndeo Wealth Partners, LLC 15 148 1,84 1 697 14,06
2025-07-14 13F Clayton Financial Group LLC 3 290 −90,87 369 −89,79
2025-07-15 13F Unified Investment Management 4 121 0,02 462 11,89
2025-07-25 13F Johnson Investment Counsel Inc 124 406 23,01 13 933 37,77
2025-08-06 13F Quadrant Private Wealth Management, LLC 35 241 4,81 3 947 17,40
2025-07-22 13F Sutton Place Investors Llc 11 236 −25,27 1 258 −16,30
2025-08-04 13F Family Wealth Group, LLC 15 623 −0,77 1 750 11,12
2025-08-01 13F FSA Advisors, Inc. 3 199 22,01 358 36,64
2025-08-12 13F Howe & Rusling Inc 1 290 0,00 144 11,63
2025-07-15 13F Aspire Capital Advisors LLC 3 355 0,00 376 11,94
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 28 746 0,34 3 220 12,40
2025-07-11 13F Farther Finance Advisors, LLC 118 617 −31,54 13 285 −23,44
2025-07-08 13F Lowe Wealth Advisors, LLC 27 0,00 3 50,00
2025-08-13 13F Fisher Asset Management, LLC 4 422 6,35 495 19,28
2025-07-09 13F Fragasso Group Inc. 7 656 −6,20 857 5,02
2025-07-15 13F Alhambra Investment Partners LLC 1 831 205
2025-07-29 13F Stratos Wealth Advisors, LLC 13 921 −1,39 1 559 10,49
2025-07-11 13F Pinnacle Bancorp, Inc. 1 243 0,00 139 12,10
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 4 272 6,64 478 19,50
2025-05-15 13F Hrt Financial Lp 0 −100,00 0
2025-07-11 13F Ridgeline Wealth, LLC 9 788 −28,36 1 096 −19,77
2025-07-17 13F Oakworth Capital, Inc. 2 355 0,00 264 11,91
2025-04-22 13F Shum Financial Group, Inc. 16 136 2,97 1 614 6,33
2025-08-11 13F Synergy Investment Management, LLC 22 990 3,89 2 575 16,37
2025-07-22 13F Checchi Capital Advisers, LLC 116 726 −3,39 13 073 8,20
2025-07-24 13F Callan Family Office, LLC 41 820 −7,25 4 684 3,86
2025-07-31 13F Whipplewood Advisors, LLC 305 −97,91 34 3,03
2025-07-17 13F XML Financial, LLC 1 869 209
2025-07-29 13F Angeles Wealth Management, Llc 972 0,00 109 11,34
2025-08-14 13F NorthLanding Financial Partners, LLC 1 900 213
2025-07-23 13F Hardy Reed LLC 13 822 −0,22 1 548 11,77
2025-07-07 13F Centurion Wealth Management LLC 22 158 −40,13 2 482 −30,76
2025-07-18 13F Centricity Wealth Management, LLC 522 0,00 58 11,54
2025-08-13 13F Baker Avenue Asset Management, LP 440 876 0,81 49 378 12,91
2025-07-22 13F Belpointe Asset Management LLC 71 473 −1,03 8 005 10,84
2025-07-31 13F Hobart Private Capital, LLC 3 449 −4,64 386 6,93
2025-08-13 13F Brown Advisory Inc 14 428 0,03 1 616 12,00
2025-08-06 13F New Millennium Group LLC 33 −55,41 4 −57,14
2025-05-09 13F W.H. Cornerstone Investments Inc. 0 −100,00 0 −100,00
2025-07-22 13F Penobscot Investment Management Company, Inc. 13 605 0,00 1 524 11,99
2025-08-15 13F Kestra Advisory Services, LLC 302 385 −5,65 33 867 5,67
2025-08-14 13F Connecticut Wealth Management, LLC 3 388 −0,65 379 11,14
2025-08-26 NP BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 360 691 −30,65 40 397 −22,33
2025-08-13 13F JT Stratford LLC 3 688 −3,63 413 8,12
2025-08-13 13F Lido Advisors, LLC 2 495 −9,50 280 1,45
2025-08-11 13F Avantax Planning Partners, Inc. 9 119 −0,01 1 021 11,95
2025-08-13 13F EverSource Wealth Advisors, LLC 9 005 −8,39 1 009 2,65
2025-07-22 13F Cedar Mountain Advisors, LLC 211 0,96 24 15,00
2025-08-04 13F Savvy Advisors, Inc. 128 037 10,61 14 340 23,89
2025-07-22 13F Noble Family Wealth, LLC 7 160 0,00 802 11,87
2025-07-28 13F Revolve Wealth Partners, LLC 52 017 3,57 5 826 15,99
2025-08-13 13F Renaissance Technologies Llc 27 000 3 024
2025-08-15 13F Northeast Financial Consultants Inc 3 463 0,00 388 11,85
2025-08-15 13F Scissortail Wealth Management, LLC 27 934 3,22 3 129 15,59
2025-07-25 13F Allspring Global Investments Holdings, LLC 530 0,00 59 11,32
2025-08-11 13F Independent Advisor Alliance 2 590 290
2025-04-17 13F Avid Wealth Partners LLC 0 −100,00 0
2025-08-07 13F Keystone Financial Services 80 359 1,94 9 000 14,18
2025-08-11 13F Bellwether Advisors, LLC 274 0,00 31 11,11
2025-08-06 13F First Horizon Advisors, Inc. 59 764 0,83 6 694 12,92
2025-07-16 13F Lloyd Advisory Services, LLC. 6 279 −11,29 703 −0,57
2025-08-19 13F Newbridge Financial Services Group, Inc. 41 272,73 5 300,00
2025-07-30 13F Rehmann Capital Advisory Group 9 461 −1,85 1 060 9,97
2025-04-15 13F Accurate Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-07 13F Parkside Financial Bank & Trust 39 106 5,95 4 380 18,64
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 10 914 0,00 1 222 12,01
2025-08-19 13F Anchor Investment Management, LLC 301 0,00 34 10,00
2025-08-11 13F Lowe Brockenbrough & Co Inc 487 55
2025-07-22 13F Ffg Retirement Advisors Llc 20 307 −35,67 2 274 −27,95
2025-08-14 13F Glenmede Investment Management, LP 55 237 6 187
2025-08-05 13F Mission Wealth Management, Lp 3 219 −6,18 360 4,96
2025-08-01 13F Austin Private Wealth, LLC 286 910 −11,51 32 134 −0,90
2025-07-17 13F Alpine Bank Wealth Management 1 600 0,00 179 11,88
2025-08-05 13F Lifeworks Advisors, LLC 6 749 6,69 756 19,46
2025-04-30 13F Sofos Investments, Inc. 1 121 −54,15 112 −55,20
2025-08-14 13F Qube Research & Technologies Ltd 91 497 10 248
2025-08-04 13F Atria Investments Llc 196 131 5,33 21 967 17,97
2025-08-14 13F Aqr Capital Management Llc 17 688 −14,50 1 981 −4,21
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 6 326 −6,83 709 4,27
2025-04-23 13F Western Financial Corp/CA 0 −100,00 0
2025-07-25 13F Concord Wealth Partners 0 −100,00 0 −100,00
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 65 0,00 7 16,67
2025-07-30 13F D.a. Davidson & Co. 20 969 −2,56 2 349 9,16
2025-07-11 13F Harbour Capital Advisors, LLC 4 631 −19,54 517 −8,67
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 84 0,00 9 12,50
2025-04-29 13F Hm Payson & Co 0 −100,00 0
2025-08-13 13F Wealthquest Corp 64 282 2,43 7 200 14,73
2025-08-06 13F Bonfire Financial 2 468 17,86 276 32,06
2025-08-14 13F Gould Capital, LLC 0 −100,00 0
2025-07-22 13F Hrc Wealth Management, Llc 6 055 0,40 678 12,44
2025-08-14 13F Oxford Financial Group Ltd 6 343 −4,52 710 6,93
2025-08-06 13F Stone House Investment Management, LLC 122 454 2,83 13 715 15,18
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares 8 529 −7,97 955 3,13
2025-08-01 13F American Financial & Tax Strategies Inc 28 689 −0,37 3 213 11,60
2025-08-05 13F Sigma Planning Corp 11 184 −3,05 1 253 8,59
2025-08-12 13F BlackRock, Inc. 1 203 655 −24,95 134 809 −15,94
2025-07-23 13F SGL Investment Advisors, Inc. 7 595 6,28 845 12,07
2025-08-06 13F Atlantic Union Bankshares Corp 445 50
2025-07-07 13F Peterson Wealth Advisors, LLC 2 723 −0,62 305 23,58
2025-08-04 13F IFG Advisory, LLC 15 373 −0,32 1 722 11,61
2025-07-30 13F DecisionMap Wealth Management, LLC 2 090 4,34 234 17,00
2025-07-28 13F Holistic Planning, LLC 3 342 374
2025-08-15 13F Tower Research Capital LLC (TRC) 126 −53,33 14 −48,15
2025-07-15 13F Fifth Third Bancorp 1 630 94,51 183 119,28
2025-04-09 13F Dakota Community Bank & Trust NA 85 8
2025-08-06 13F Adviser Investments LLC 128 593 2,16 14 402 14,42
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares 15 069 −17,20 1 688 −7,31
2025-08-06 13F SOUTH STATE Corp 563 0,00 63 12,50
2025-07-14 13F UMA Financial Services, Inc. 97 866 −4,08 10 961 7,44
2025-07-09 13F Beacon Financial Group 6 487 −11,51 727 −0,95
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 2 685 −47,04 269 −45,31
2025-08-13 13F Forthright Family Wealth Advisory LLC 84 089 −3,01 9 418 8,63
2025-08-14 13F EP Wealth Advisors, Inc. 206 514 −7,84 23 130 3,22
2025-07-17 13F Venture Visionary Partners LLC 2 005 225
2025-07-09 13F Fermata Advisors, LLC 3 667 −8,32 411 2,50
2025-08-13 13F Custom Index Systems, Llc 5 552 622
2025-07-31 13F Buckingham Strategic Partners 15 270 62,02 1 710 81,53
2025-07-24 13F Grand Wealth Management, Llc 60 0,00 7 0,00
2025-07-14 13F Sowell Financial Services LLC 18 250 1,07 2 044 13,24
2025-04-17 13F Montecito Bank & Trust 5 609 −0,21 561 2,94
2025-07-22 13F BridgePort Financial Solutions, LLC 16 084 −2,50 1 801 9,22
2025-07-22 13F Beacon Financial Advisory LLC 7 793 −0,31 873 11,65
2025-07-23 13F Armstrong, Fleming & Moore, Inc 9 267 1 038
2025-08-14 13F IHT Wealth Management, LLC 132 344 2,36 14 823 14,65
2025-08-07 13F Allworth Financial LP 2 774 −7,04 311 1,31
2025-07-18 13F BSW Wealth Partners 2 021 −0,69 226 11,33
2025-07-07 13F Trust Co 31 0,00 3 0,00
2025-07-29 13F Stratos Wealth Partners, LTD. 19 273 −76,74 2 159 −73,95
2025-08-01 13F Gwn Securities Inc. 2 060 −85,61 234 −83,65
2025-08-08 13F Kingsview Wealth Management, LLC 11 040 −4,71 1 237 6,74
2025-08-05 13F BEAM Asset Management, LLC 33 928 6,42 3 800 19,17
2025-08-12 13F Steward Partners Investment Advisory, Llc 84 592 −3,94 9 474 7,60
2025-07-16 13F BankPlus Wealth Management LLC 29 517 7,88 3 306 20,84
2025-08-04 13F Balentine LLC 3 731 0,00 418 11,80
2025-08-11 13F NewEdge Wealth, LLC 4 190 −8,89 460 0,22
2025-08-08 13F Citizens Financial Group Inc/ri 13 207 6,34 1 479 19,08
2025-08-11 13F Copperleaf Capital, LLC 18 751 −4,58 2 100 6,87
2025-08-12 13F Argent Trust Co 2 643 −2,97 296 8,82
2025-07-28 13F Rosenberg Matthew Hamilton 4 545 −3,36 509 8,30
2025-07-08 13F Parallel Advisors, LLC 7 280 −10,22 815 0,62
2025-07-24 13F JB Capital LLC 494 066 1,59 55 335 13,78
2025-08-13 13F Northern Trust Corp 62 140 −24,48 6 960 −15,42
2025-07-28 13F Private Wealth Asset Management, LLC 12 075 0,00 1 352 12,01
2025-04-17 13F Highline Wealth Partners Llc 0 −100,00 0
2025-08-13 13F Wambolt & Associates, LLC 20 039 −1,83 2 231 9,10
2025-07-09 13F Affinity Capital Advisors, LLC 127 743 0,16 14 307 15,08
2025-07-31 13F Waldron Private Wealth LLC 3 234 −0,34 362 11,73
2025-08-01 13F Logan Capital Management Inc 0 −100,00 0
2025-08-14 13F GWM Advisors LLC 548 610 0,79 61 444 12,88
2025-08-12 13F Prudential Financial Inc 124 176 −1,50 13 908 10,31
2025-07-14 13F Abound Wealth Management 0 −100,00 0
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 56 912 27,51 6 374 42,82
2025-07-31 13F Optimum Investment Advisors 447 0,00 50 13,64
2025-04-08 13F Weinberger Asset Management, Inc 0 −100,00 0
2025-07-23 13F True Vision MN LLC 35 668 0,40 3 995 12,44
2025-08-14 13F CIBC World Markets Inc. 8 292 5,50 929 18,07
2025-07-07 13F Accelerate Investment Advisors LLC 5 952 −6,05 667 5,21
2025-07-18 13F Rogco, Lp 188 0,00 21 16,67
2025-07-22 13F McNaughton Wealth Management, LLC 28 055 −11,80 3 142 −1,19
2025-08-14 13F Visionary Wealth Advisors 20 867 0,52 2 337 12,63
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 1 060 −5,61 119 5,36
2025-07-25 13F Wells Financial Advisors INC 1 510 153,78 169 186,44
2025-08-13 13F Gateway Wealth Partners, LLC 18 249 6,83 2 044 19,61
2025-08-13 13F Meridian Wealth Partners, LLC 210 816 1,70 23 611 13,91
2025-07-07 13F OMNI 360 Wealth, Inc. 14 524 −17,86 1 627 −8,03
2025-08-13 13F Transce3nd, LLC 8 818 −5,19 988 6,13
2025-07-09 13F Market Street Wealth Management Advisors Llc 22 160 −8,59 2 482 2,35
2025-08-04 13F UNIVEST FINANCIAL Corp 6 203 −2,18 695 9,46
2025-08-14 13F Talisman Wealth Advisors LLC 3 110 6,40 348 19,18
2025-08-05 13F Westside Investment Management, Inc. 50 0,00 6 0,00
2025-08-06 13F Hoxton Planning & Management, LLC 52 072 29,12 5 832 44,64
2025-07-25 13F Atria Wealth Solutions, Inc. 88 420 −66,47 9 902 −62,46
2025-08-19 13F Asset Dedication, LLC 374 1 526,09 42 1 950,00
2025-08-06 13F Wsfs Capital Management, Llc 6 502 18,18 728 32,36
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 15 098 −6,21 1 691 5,10
2025-08-12 13F Skopos Labs, Inc. 146 0,00 15 0,00
2025-08-07 13F Retirement Solution Inc. 2 689 301
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-07-15 13F Hofer & Associates. Inc 36 612 0,90 4 100 13,01
2025-07-01 13F Harbor Investment Advisory, Llc 780 72,95 87 93,33
2025-07-29 13F Harbor Asset Planning, Inc. 316 35
2025-08-12 13F Integrated Advisors Network LLC 9 806 −5,15 1 098 6,29
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Keebeck Wealth Management, LLC 96 649 −12,77 10 825 −2,31
2025-08-05 13F Cassaday & Co Wealth Management LLC 205 908 −0,93 23 062 10,96
2025-08-11 13F HighTower Advisors, LLC 216 112 0,62 24 205 12,70
2025-08-04 13F Kovack Advisors, Inc. 2 798 −4,77 313 6,83
2025-05-02 13F Welch & Forbes Llc 0 −100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 15 874 −3,90 1 778 6,73
2025-08-11 13F Eq Llc 94 474 19,68 10 581 34,06
2025-07-09 13F Christopher J. Hasenberg, Inc 423 0,00 47 11,90
2025-05-15 13F Family Office Research LLC 0 −100,00 0
2025-07-25 13F Lion Street Advisors, LLC 3 922 34,32 439 50,86
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 141 348 2,46 15 831 14,76
2025-08-07 13F Fidelis Capital Partners, LLC 3 687 0,00 401 5,25
2025-08-15 13F WealthCollab, LLC 169 1,20 19 12,50
2025-07-10 13F Kmg Fiduciary Partners, Llc 32 625 −2,30 3 654 9,40
2025-08-07 13F Nwam Llc 9 314 −4,77 1 016 3,89
2025-08-13 13F Trustmark National Bank Trust Department 15 059 0,00 1 687 12,03
2025-08-29 13F Centaurus Financial, Inc. 16 536 1,79 2 0,00
2025-08-12 13F Choate Investment Advisors 5 148 −13,29 577 −2,87
2025-07-29 13F Aspiriant, Llc 1 888 211
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 41 0,00 5 0,00
2025-07-23 13F Arcadia Investment Advisors Llc 1 500 0,00 168 12,00
2025-07-17 13F Beacon Capital Management, LLC 984 0,10 110 12,24
2025-07-22 13F Wealthcare Advisory Partners LLC 5 847 8,38 655 21,34
2025-07-03 13F Collective Family Office Llc 8 255 0,00 925 12,00
2025-07-31 13F Wealthfront Advisers Llc 8 774 6,91 983 19,76
2025-04-15 13F Greenwood Capital Associates Llc 0 −100,00 0
2025-07-30 13F Gables Capital Management Inc. 5 007 0,00 561 12,00
2025-08-01 13F Bessemer Group Inc 1 170 −6,02 0
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-07-25 13F Midwest Capital Advisors, LLC 2 697 −7,89 302 3,42
2025-07-24 13F Blair William & Co/il 81 627 −1,76 9 142 10,03
2025-08-14 13F Principal Street Partners, LLC 18 036 101,97 2 020 126,35
2025-07-31 13F TSA Wealth Managment LLC 68 548 −3,71 7 677 7,84
2025-08-14 13F Ambassador Advisors, LLC 3 003 18,46 336 32,81
2025-07-16 13F Embree Financial Group 22 895 −8,48 2 564 2,52
2025-07-23 13F Stephen J. Garry & Associates, Llc 2 865 11,70 321 25,00
2025-04-08 13F Rothschild Investment Llc 0 −100,00 0
2025-08-19 13F Advisory Services Network, LLC 51 011 −3,49 5 483 3,73
2025-07-14 13F AdvisorNet Financial, Inc 2 793 31,19 313 47,17
2025-08-14 13F Fmr Llc 981 501 −4,58 109 928 6,87
2025-07-23 13F Dohj, Llc 0 −100,00 0
2025-07-24 13F Eastern Bank 23 159 −31,49 2 594 −23,28
2025-07-25 13F Cypress Capital Group 5 962 0,00 668 11,91
2025-08-12 13F WealthTrak Capital Management LLC 6 704 16,01 751 29,98
2025-08-14 13F Ieq Capital, Llc 9 358 0,07 1 048 12,09
2025-08-14 13F First Foundation Advisors 23 732 7,21 2 658 20,06
2025-08-14 13F Mml Investors Services, Llc 1 333 981 8,03 149 21,14
2025-08-12 13F Tocqueville Asset Management L.p. 3 510 0,00 393 11,97
2025-07-22 13F Merit Financial Group, LLC 553 717 23,39 62 016 38,20
2025-08-04 13F Impact Partnership Wealth, LLC 2 220 1,14 249 13,24
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-15 13F Sheets Smith Wealth Management 4 295 −12,44 481 −2,04
2025-08-06 13F Stokes Family Office, LLC 3 339 374
2025-08-07 13F Evoke Wealth, Llc 15 356 25,77 1 720 40,90
2025-08-07 13F Navellier & Associates Inc 26 633 0,00 2 983 5,04
2025-08-13 13F Vertex Planning Partners, LLC 38 290 2,81 4 288 15,15
2025-06-30 NP Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares 133 219 −52,69 13 903 −51,50
2025-08-07 13F Legacy Financial Advisors, Inc. 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 1 315 205 5,01 147 303 17,61
2025-08-04 13F Keybank National Association/oh 13 064 24,40 1 463 39,33
2025-05-15 13F/A Orion Portfolio Solutions, LLC 104 937 −49,77 10 494 −48,13
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 4 128 462
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 17 258 0,34 1 933 12,33
2025-08-07 13F Palisade Asset Management, LLC 7 689 −2,18 861 9,54
2025-08-14 13F Betterment LLC 5 004 −24,91 1
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 26 665 8,91 2 960 21,96
2025-08-13 13F MONECO Advisors, LLC 4 584 −31,57 513 −23,32
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-07-24 13F Robertson Stephens Wealth Management, LLC 24 267 −13,10 2 718 −2,69
2025-07-10 13F Professional Financial Advisors, LLC 0 −100,00 0
2025-07-15 13F Total Wealth Planning, Llc 21 530 4,43 2 411 16,98
2025-08-08 13F Avantax Advisory Services, Inc. 374 190 2,43 41 909 14,72
2025-07-15 13F Mather Group, Llc. 20 688 0,16 2 317 12,20
2025-07-29 13F Barden Capital Management, Inc. 21 270 2 382
2025-08-05 13F Cherry Tree Wealth Management, LLC 34 −47,69 4 −50,00
2025-07-09 13F Heritage Family Offices, LLP 3 881 0,00 391 0,77
2025-07-25 13F Concurrent Investment Advisors, LLC 16 295 17,79 1 825 31,89
2025-08-13 13F First Trust Advisors Lp 2 409 270
2025-07-08 13F Arlington Trust Co LLC 1 553 0,00 174 11,61
2025-08-13 13F Allegheny Financial Group LTD 15 303 5,89 1 714 18,55
2025-04-25 13F Smallwood Wealth Investment Management, LLC 12 1
2025-07-07 13F Life Line Wealth Management Llc 11 611 −95,38 1 300 −94,83
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0 −100,00
2025-08-11 13F Stonebrook Private Inc. 97 919 −2,53 10 967 9,17
2025-08-06 13F Modera Wealth Management, LLC 2 563 0,00 287 12,11
2025-08-14 13F Matrix Private Capital Group Llc 2 094 −3,06 235 8,33
2025-07-23 13F Lansing Street Advisors 40 291 −2,89 4 513 8,78
2025-08-12 13F Laurel Wealth Advisors LLC 359 234 11 098,07 3 −99,06
2025-07-15 13F BCS Wealth Management 2 101 0,00 0
2025-08-19 13F Cape Investment Advisory, Inc. 1 890 −1,82 212 9,90
2025-07-18 13F Client 1st Advisory Group, Llc 63 114 3,03 7 069 15,40
2025-08-14 13F Bank Of America Corp /de/ 3 956 606 −4,11 443 140 7,40
2025-07-29 13F Koshinski Asset Management, Inc. 4 551 3,55 510 15,95
2025-08-06 13F Wedbush Securities Inc 11 051 12,05 1
2025-08-07 13F Americana Partners, LLC 6 622 742
2025-07-31 13F Brighton Jones Llc 53 811 −1,18 6 027 10,67
2025-07-29 13F Signature Estate & Investment Advisors Llc 2 340 −1,22 262 11,02
2025-07-28 13F BRYN MAWR TRUST Co 12 747 8,37 1 428 21,34
2025-08-08 13F Keyvantage Wealth, Llc 2 127 0,90 238 13,33
2025-08-11 13F Regal Investment Advisors LLC 50 114 −14,49 5 613 −4,23
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 8 745 −2,51 979 9,14
2025-08-11 13F Private Advisor Group, LLC 79 342 11,04 8 886 24,37
2025-08-20 13F/A Coppell Advisory Solutions LLC 0 −100,00 0 −100,00
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 55 217 5,28 6 184 17,93
2025-08-07 13F Fonville Wealth Management LLC 2 375 0,00 266 8,13
2025-08-08 13F Larson Financial Group LLC 8 033 −13,02 900 −2,60
2025-07-31 13F Sage Mountain Advisors LLC 1 616 0,00 181 11,80
2025-07-18 13F Swp Financial Llc 18 742 −1,36 2 099 10,47
2025-07-23 13F Madden Advisory Services, Inc. 2 265 10,54 254 24,02
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 722 2,74 0
2025-07-22 13F Mascoma Wealth Management LLC 519 0,00 58 13,73
2025-07-22 13F PUREfi Wealth, LLC 4 903 17,21 549 31,34
2025-08-08 13F Charter Research & Investment Group, Inc. 2 175 −14,37 244 −4,33
2025-07-23 13F High Note Wealth, LLC 58 0,00 6 20,00
2025-08-14 13F MidWestOne Financial Group, Inc. 5 844 0,00 655 11,99
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 24 717 0,00 2 768 12,02
2025-07-11 13F Caldwell Securities, Inc 35 0,00 4 0,00
2025-08-12 13F Putnam Fl Investment Management Co 2 851 −24,28 319 −15,16
2025-07-21 13F Ntv Asset Management Llc 0 −100,00 0
2025-07-31 13F Forte Asset Management Llc 69 281 −6,72 7 759 4,47
2025-08-13 13F SMART Wealth LLC 4 065 23,07 455 37,88
2025-08-11 13F Strategic Wealth Partners, Ltd. 1 229 138
2025-08-13 13F Hobbs Wealth Management, LLC 36 063 4,61 4 039 17,17
2025-04-17 13F Cliftonlarsonallen Wealth Advisors, Llc 0 −100,00 0
2025-08-15 13F Lantern Wealth Advisors, LLC 3 430 −49,24 384 −41,28
2025-07-11 13F Marshall & Sullivan Inc /wa/ 85 10
2025-07-22 13F Berger Financial Group, Inc 32 012 13,98 3 585 27,67
2025-07-23 13F Proffitt & Goodson Inc 0 −100,00 0
2025-07-11 13F BTC Capital Management, Inc. 11 025 0,00 1 235 11,98
2025-08-08 13F Empower Advisory Group, LLC 2 822 316
2025-08-05 13F Dynasty Wealth Management, Llc 458 110 −11,08 51 308 −0,41
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 235 0,00 26 13,04
2025-07-24 13F Lokken Investment Group LLC 0 −100,00 0
2025-08-11 13F Pineridge Advisors LLC 1 453 1,04 163 13,29
2025-08-14 13F UBS Group AG 994 534 −13,01 111 388 −2,57
2025-07-29 13F International Assets Investment Management, Llc 2 151 −6,19 241 4,80
2025-08-08 13F POM Investment Strategies, LLC 32 4
2025-07-17 13F ERn Financial, LLC 2 651 1,53 297 13,41
2025-07-17 13F Global Trust Asset Management, LLC 6 0,00 1
2025-08-14 13F Aprio Wealth Management, LLC 7 148 −24,05 801 −14,98
2025-08-04 13F Assetmark, Inc 51 129 20,21 5 726 34,63
2025-08-11 13F Inspire Advisors, LLC 2 112 2,57 237 15,12
2025-09-04 13F/A Advisor Group Holdings, Inc. 446 088 19,71 49 958 33,90
2025-08-14 13F Horizon Investments, LLC 52 0,00 6 0,00
2025-07-24 13F MSH Capital Advisors LLC 5 087 −29,12 570 −20,64
2025-08-13 13F West Wealth Group, LLC 139 401 4,92 15 174 14,03
2025-07-10 13F Pachira Investments Inc. 13 423 0,99 1 503 12,16
2025-08-19 13F National Asset Management, Inc. 58 779 −59,37 6 583 −53,01
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 193 291 −10,16 21 649 0,61
2025-08-01 13F Envestnet Asset Management Inc 16 920 944 0,64 1 895 108 12,72
2025-08-11 13F One Capital Management, LLC 18 117 −2,37 2 029 9,38
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-07-15 13F Financial Partners Group, Inc 2 138 0,00 239 12,21
2025-08-08 13F TD Capital Management LLC 3 256 0,87 365 13,04
2025-04-14 13F Old National Bancorp /in/ 0 −100,00 0
2025-07-23 13F Cortland Associates Inc/mo 2 614 0,00 293 12,26
2025-07-02 13F Doliver Advisors, Lp 3 785 −1,94 424 9,59
2025-08-14 13F Wells Fargo & Company/mn 1 287 940 −4,43 144 249 7,04
2025-07-28 13F Mutual Advisors, LLC 40 140 −8,06 4 499 −0,29
2025-07-30 13F Brookstone Capital Management 62 200 6,37 6 966 19,14
2025-08-12 13F Financial Advocates Investment Management 12 564 −10,86 1 407 −0,14
2025-08-14 13F Susquehanna International Group, Llp 132 898 14 885
2025-05-12 13F Hantz Financial Services, Inc. 0 −100,00 0
2025-07-15 13F Garrett Investment Advisors LLC 3 403 −4,57 381 7,02
2025-07-16 13F ORG Wealth Partners, LLC 2 356 −0,93 263 10,08
2025-08-18 13F Geneos Wealth Management Inc. 32 681 2,09 3 660 14,34
2025-07-22 13F Miracle Mile Advisors, LLC 6 372 47,64 714 65,43
2025-08-14 13F Financial Engines Advisors L.L.C. 23 104 843,41 2 588 956,33
2025-07-24 13F Bernard Wealth Management Corp. 120 0,00 13 8,33
2025-08-01 13F Ashton Thomas Private Wealth, LLC 74 921 3,07 8 391 15,45
2025-08-05 13F Tiaa Trust, National Association 668 262 4,81 74 845 17,39
2025-08-08 13F Sittner & Nelson, Llc 30 0,00 3 0,00
2025-08-11 13F United Capital Financial Advisers, Llc 402 630 −3,09 45 095 8,54
2025-05-08 13F Waterway Wealth Management, LLC 0 −100,00 0
2025-07-18 13F Marino, Stram & Associates Llc 2 048 0,69 229 12,81
2025-08-08 13F Creative Planning 136 502 −8,71 15 288 2,25
2025-08-27 NP Advanced Series Trust - Ast International Growth Portfolio 124 176 −1,50 13 908 10,31
2025-08-07 13F Commerce Bank 66 697 5,88 7 470 18,59
2025-08-14 13F Old Mission Capital Llc 35 071 −96,25 3 928 −95,80
2025-08-26 NP BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 140 770 0,75 15 766 12,85
2025-05-14 13F Quadcap Wealth Management, LLC 0 −100,00 0
2025-07-16 13F Signature Resources Capital Management, LLC 0 −100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 1 504 110 −8,99 168 460 1,94
2025-07-14 13F Farmers & Merchants Investments Inc 3 615 0,00 405 11,91
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-07-18 13F Consolidated Portfolio Review Corp 2 881 323
2025-07-09 13F Wolff Financial Management Llc 3 816 0,50 0
2025-07-21 13F Ascent Group, LLC 49 780 −12,96 5 575 −2,52
2025-08-13 13F Rsm Us Wealth Management Llc 241 126 −2,51 27 006 9,18
2025-08-07 13F W Advisors, Llc 31 456 −2,59 3 523 9,10
2025-08-07 13F Rollins Financial Advisors, LLC 2 259 253
2025-08-11 13F FineMark National Bank & Trust 2 725 11,22 305 24,49
2025-08-14 13F Obsidian Personal Planning Solutions LLC 89 673 3,44 10 043 11,02
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 18 033 0,09 2 020 12,10
2025-08-08 13F Wealth Quarterback LLC 20 903 2 341
2025-04-10 13F Veracity Capital LLC 0 −100,00 0
2025-08-11 13F Mill Creek Capital Advisors, LLC 93 696 0,37 10 494 12,42
2025-08-07 13F Apeiron RIA LLC 57 489 8,45 6 439 21,45
2025-07-21 13F Qrg Capital Management, Inc. 2 574 288
2025-08-05 13F Plante Moran Financial Advisors, LLC 1 852 7,42 207 20,35
2025-07-22 13F DAVENPORT & Co LLC 6 577 4,45 737 17,01
2025-08-01 13F Transcend Wealth Collective, Llc 10 456 −5,49 1 171 5,88
2025-07-21 13F Triad Wealth Partners, LLC 63 797 9,95 7 145 23,15
2025-07-30 13F Whittier Trust Co Of Nevada Inc 725 66,67 81 88,37
2025-08-14 13F Modern Wealth Management, LLC 29 159 0,24 3 266 12,28
2025-08-14 13F Empire Life Investments Inc. 37 500 −22,42 4 200 −13,10
2025-08-07 13F Resources Investment Advisors, LLC. 753 931 −8,51 84 440 2,47
2025-04-22 13F Country Trust Bank 6 0,00 1
2025-07-24 13F M1 Capital Management LLC 29 616 1,21 3 317 13,33
2025-07-30 13F Evermay Wealth Management Llc 131 0,00 15 7,69
2025-08-11 13F Mosaic Advisors LLC 3 503 392
2025-07-23 13F Sachetta, LLC 5 701 −0,28 639 11,73
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 2 403 0,33 269 12,55
2025-08-05 13F GHP Investment Advisors, Inc. 3 590 −1,97 402 9,84
2025-07-23 13F Elevate Wealth Advisory, Inc 338 38
2025-08-14 13F Mercer Global Advisors Inc /adv 226 232 −1,88 25 338 9,90
2025-07-15 13F Td Private Client Wealth Llc 20 080 −0,72 2 249 11,18
2025-08-11 13F Wealthgarden F.s. Llc 10 622 −4,61 1 142 2,52
2025-06-03 13F Invst, LLC 54 324 −70,25 5 432 −69,28
2025-07-29 13F Wingate Wealth Advisors, Inc. 9 802 7,38 1 098 20,29
2025-07-07 13F First Citizens Financial Corp 5 771 −15,21 646 −5,00
2025-07-30 13F Eqis Capital Management, Inc. 5 993 25,98 671 41,26
2025-08-06 13F AE Wealth Management LLC 679 840 0,61 76 142 12,68
2025-08-15 13F High Falls Advisors, Inc 111 126 −5,75 12 446 5,56
2025-07-28 13F Sterling Financial Planning, Inc. 41 762 −0,41 4 677 11,54
2025-07-30 13F/A KPP Advisory Services LLC 12 880 −6,03 1 443 5,26
2025-08-14 13F Main Street Financial Solutions, LLC 3 473 −4,40 389 6,89
2025-08-27 13F Seneca Financial Advisors LLC 78 966 525,37 8 844 600,79
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 1 531 0,00 171 11,76
2025-05-07 13F Spectrum Wealth Counsel, LLC 87 357 −33,76 8 736 −31,59
2025-08-04 13F Pinnacle Associates Ltd 11 086 0,00 1 242 12,00
2025-08-14 13F Financial Advisory Service, Inc. 433 332 5,42 48 533 18,07
2025-07-21 13F Tanglewood Wealth Management, Inc. 20 642 0,00 2 312 11,97
2025-08-14 13F Goldman Sachs Group Inc 361 281 −20,64 40 463 −11,12
2025-08-28 NP PRAE - PlanRock Alternative Growth ETF 3 094 347
2025-07-11 13F/A Umb Bank N A/mo 3 108 −6,83 348 4,50
2025-07-14 13F GAMMA Investing LLC 4 0,00 0
2025-08-01 13F Rossby Financial, LCC 2 084 4,10 233 13,11
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 10 580 −10,49 1 178 −0,42
2025-08-13 13F Congress Wealth Management LLC / DE / 12 094 0,78 1 355 12,83
2025-07-24 13F Morton Brown Family Wealth, LLC 51 0,00 6 0,00
2025-07-31 13F MN Wealth Advisors, LLC 4 055 66,19 454 86,07
2025-07-23 13F Country Club Bank /gfn 217 136 −0,81 24 258 9,89
2025-08-12 13F Shakespeare Wealth Management, Inc. 167 531 −0,38 18 763 11,57
2025-08-28 13F Stark Wealth Management LLC 16 920 1 845
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-17 13F LexAurum Advisors, LLC 5 337 22,46 598 37,24
2025-08-11 13F TRUE Private Wealth Advisors 2 949 11,20 330 24,53
2025-05-07 13F Canopy Partners, LLC 0 −100,00 0
2025-08-14 13F Mariner, LLC 403 435 −1,76 45 185 10,03
2025-07-15 13F Signet Financial Management, Llc 18 844 22,78 2 111 37,55
2025-07-07 13F Kings Path Partners LLC 520 0,00 58 11,54
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 3 443 0,53 386 12,57
2025-07-18 13F BCU Wealth Advisors, LLC 18 615 −18,44 2 085 −8,68
2025-07-18 13F Arcadia Wealth Management, LLC 11 775 −0,21 1 319 11,69
2025-07-28 13F Cypress Wealth Services, LLC 88 784 1,58 9 944 13,76
2025-07-16 13F Magnus Financial Group LLC 3 919 −8,43 439 2,58
2025-07-29 13F Empirical Asset Management, LLC 3 020 −18,13 338 −8,15
2025-08-14 13F Pinnacle Family Advisors, LLC 4 101 −1,42 459 10,34
2025-08-14 13F LifePlan Investment Advisors, Inc. 12 931 6,15 1 448 18,88
2025-08-01 13F Yukon Wealth Management, Inc. 39 904 0,44 4 469 12,48
2025-07-01 13F Bush Investment Group, Llc 13 866 0,95 1 553 13,04
2025-08-14 13F Evergreen Capital Management Llc 9 062 263,79 1 015 307,23
2025-07-10 13F Exchange Traded Concepts, Llc 2 652 297
2025-08-12 13F Zacks Investment Management 2 126 238
2025-08-07 13F Shared Vision Wealth Group LLC 32 366 −4,25 3 479 2,90
2025-07-23 13F Prime Capital Investment Advisors, LLC 3 043 −22,51 341 −13,27
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 0 −100,00 0 −100,00
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 0 −100,00 0 −100,00
2025-07-24 13F MA Private Wealth 160 287 −32,94 17 952 −24,90
2025-07-23 13F Woodside Wealth Management LLC 404 0,00 45 12,50
2025-08-13 13F BlackDiamond Wealth Management Inc. 19 512 −2,81 2 172 2,07
2025-08-14 13F Staley Capital Advisers Inc 157 457 9,00 17 635 22,08
2025-07-09 13F Pallas Capital Advisors LLC 5 332 −5,71 597 5,66
2025-07-28 13F Bridges Investment Management Inc 6 209 3,41 695 15,83
2025-07-30 13F Fairway Wealth LLC 6 0,00 1
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 260 923 0,43 29 16,00
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares 31 850 −6,15 3 567 5,13
2025-08-11 13F Blue Bell Private Wealth Management, Llc 61 0,00 7 0,00
2025-08-07 13F Cahill Financial Advisors Inc 22 150 0,07 2 481 12,07
2025-08-06 13F Csenge Advisory Group 25 147 0,52 2 761 11,20
2025-04-22 13F Mendota Financial Group, LLC 0 −100,00 0
2025-07-25 13F NorthRock Partners, LLC 41 969 −3,85 4 701 7,67
2025-08-12 13F NFP Retirement, Inc. 33 943 3 802
2025-08-12 13F O'shaughnessy Asset Management, Llc 6 440 −9,53 721 1,41
2025-08-14 13F Sunbelt Securities, Inc. 924 89
2025-07-23 13F Kingswood Wealth Advisors, Llc 30 204 6,60 3 383 19,38
2025-07-24 13F Us Bancorp \de\ 1 474 234 −2,82 165 125 8,84
2025-07-16 13F Midwest Heritage Bank, FSB 3 978 −0,57 446 11,25
2025-08-04 13F Daymark Wealth Partners, Llc 4 537 −49,14 508 −43,05
2025-07-17 13F Norris Perne & French Llp/mi 48 872 1,85 5 474 14,07
2025-08-13 13F Kilter Group LLC 59 179 1,77 6 628 13,98
2025-07-16 13F Tassel Capital Management, Inc. 3 625 15,23 406 28,98
2025-07-09 13F Keystone Wealth Services, LLC 14 593 0,32 1 634 12,38
2025-07-15 13F FLP Wealth Management, LLC 6 233 0,74 623 4,01
2025-07-22 13F Bay Harbor Wealth Management, LLC 48 324 −1,79 5 412 10,00
2025-07-25 13F Hemington Wealth Management 452 0,00 0
2025-08-12 13F Bokf, Na 299 156 0,42 33 505 12,47
2025-08-11 13F Theory Financial Llc 19 735 1,89 2 121 9,56
2025-08-12 13F Franklin Resources Inc 76 549 −5,43 8 573 5,92
2025-08-13 13F WCG Wealth Advisors LLC 39 018 2,33 4 370 14,61
2025-08-12 13F Founders Financial Alliance, LLC 1 175 −36,14 132 −28,42
2025-08-13 13F Hudson Portfolio Management LLC 1 950 −3,47 218 7,92
2025-07-25 13F Commonwealth Financial Services, LLC 2 292 −96,22 257 −95,77
2025-04-30 13F Beverly Hills Private Wealth, LLC 0 −100,00 0
2025-08-14 13F First Commonwealth Financial Corp /pa/ 32 751 12,31 3 668 25,79
2025-08-11 13F Atlantic Private Wealth, LLC 639 0,00 72 12,70
2025-08-07 13F Midwest Trust Co 14 681 1 644
2025-08-07 13F Fountainhead AM, LLC 190 537 6,44 21 340 19,22
2025-08-05 13F Huntington National Bank 4 067 41,08
2025-07-08 13F Braun-Bostich & Associates Inc. 22 250 −3,04 2 492 8,63
2025-08-11 13F PAX Financial Group, LLC 70 624 −5,02 7 910 6,38
2025-08-11 13F Angeles Investment Advisors, LLC 15 155 0,00 1 697 12,01
2025-08-13 13F Milestone Investment Advisors LLC 7 687 −4,32 861 7,10
2025-07-16 13F Brown, Lisle/cummings, Inc. 87 0,00 10 12,50
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 422 0,00 47 11,90
2025-07-22 13F Macroview Investment Management Llc 7 010 3,01 785 15,44
2025-08-14 13F Ausdal Financial Partners, Inc. 3 714 38,79 416 55,43
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 65 1,56 0
2025-08-04 13F Spire Wealth Management 16 844 −13,44 1 887 −3,03
2025-08-13 13F Advocacy Wealth Management Services, LLC 298 161 −1,43 33 394 10,40
2025-07-22 13F Valley National Advisers Inc 12 352 2,53 1 0,00
2025-05-05 13F Archer Investment Corp 0 −100,00 0
2025-08-11 13F MainStreet Investment Advisors LLC 3 848 0,00 431 11,98
2025-08-07 13F Summit X, LLC 53 867 −34,20 6 033 −26,31
2025-07-28 13F RFG Advisory, LLC 73 042 −1,64 8 181 10,15
2025-08-08 13F Maple Capital Management, Inc. 2 010 225
2025-07-24 13F Trust Co Of Toledo Na /oh/ 75 733 8 482
2025-07-22 13F Kickstand Ventures, Llc. 39 318 2,33 4 404 14,60
2025-07-09 13F Channel Wealth Llc 2 817 −89,61 316 −88,38
2025-08-06 13F Vantage Financial Partners, LLC 2 343 −0,13 262 11,97
2025-04-28 13F Salomon & Ludwin, LLC 0 −100,00 0 −100,00
2025-08-05 13F Optivise Advisory Services LLC 8 843 −4,48 990 7,03
2025-08-18 13F/A National Bank Of Canada /fi/ 599 0,00 67 13,56
2025-08-08 13F Security Financial Services, INC. 27 502 −3,72 3 080 7,84
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 79 0,00 9 14,29
2025-07-29 13F FLC Capital Advisors 2 671 0,00 299 11,99
2025-07-25 13F JustInvest LLC 4 180 468
2025-07-07 13F Dominguez Wealth Management Solutions, Inc. 33 316 7,63 3 731 20,55
2025-07-14 13F Hoey Investments, Inc 639 0,00 72 12,70
2025-07-09 13F Lineweaver Wealth Advisors, LLC 78 304 −61,32 8 770 −56,69
2025-08-13 13F Cerity Partners LLC 93 714 23,69 10 508 38,70
2025-08-08 13F WASHINGTON TRUST Co 6 386 0,00 715 12,07
2025-07-15 13F Kelly Financial Group Llc 2 342 −0,85 262 11,02
2025-09-02 13F/A FSC Wealth Advisors, LLC 8 934 5,57 1 001 18,20
2025-08-07 13F Zions Bancorporation, National Association /ut/ 1 212 0,00 136 11,57
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-07-14 13F Signature Securities Group Corporation 2 694 1,24 302 13,16
2025-08-01 13F Koss-Olinger Consulting, LLC 104 528 −4,81 11 707 6,61
2025-09-03 13F American Trust 2 539 284
2025-08-13 13F BCJ Capital Management, LLC 75 750 0,99 8 484 13,11
2025-07-14 13F Foster Group, Inc. 2 957 331
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-14 13F Silvercrest Asset Management Group Llc 0 −100,00 0
2025-08-14 13F Arete Wealth Advisors, LLC 57 420 24,83 6 50,00
2025-07-24 13F IFP Advisors, Inc 36 326 10,94 4 069 24,25
2025-08-07 13F CENTRAL TRUST Co 46 506 −2,03 5 209 9,71
2025-08-15 13F Equitable Holdings, Inc. 66 268 2,04 7 422 14,29
2025-08-05 13F Wakefield Asset Management LLLP 135 802 −1,26 15 210 10,59
2025-08-13 13F Mount Yale Investment Advisors, LLC 37 823 −3,45 4 236 8,14
2025-04-23 13F Madrona Financial Services, LLC 0 −100,00 0
2025-07-10 13F Sharkey, Howes & Javer 146 947 0,59 16 458 12,66
2025-07-17 13F Fifth Third Securities, Inc. 2 992 0,00 335 12,04
2025-07-14 13F Narus Financial Partners, LLC 2 125 238
2025-08-01 13F/A GGM Financials LLC 6 475 129,12 725 157,09
2025-08-08 13F Condor Capital Management 45 078 −1,42 5 049 10,41
2025-07-23 13F Clear Creek Financial Management, LLC 21 828 2,83 2 445 15,17
2025-07-15 13F RTD Financial Advisors, Inc. 198 936 −3,87 22 281 7,67
2025-07-29 13F ShoreHaven Wealth Partners, LLC 31 092 1,95 3 482 14,20
2025-08-14 13F Cardiff Park Advisors, Llc 11 202 −0,09 1 255 11,86
2025-08-14 13F Harding Loevner Lp 0 −100,00 0
2025-07-29 13F Stephens Inc /ar/ 3 997 38,26 448 54,67
2025-08-13 13F Continuum Advisory, LLC 2 986 −13,05 334 −2,62
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 8 698 103,80 1
2025-07-31 13F Carnegie Capital Asset Management, LLC 23 614 0,36 2 645 25,01
2025-07-28 13F WealthPLAN Partners, LLC 11 525 −3,04 1 291 8,59
2025-07-28 13F Sagespring Wealth Partners, Llc 445 172 4,28 49 859 16,79
2025-08-14 13F Kovitz Investment Group Partners, LLC 16 235 5,10 1 818 17,75
2025-05-14 13F Monterey Private Wealth, Inc. 2 449 245
2025-07-09 13F Intelligence Driven Advisers, LLC 1 807 202
2025-08-11 13F Brass Tax Wealth Management, Inc 1 804 202
2025-07-25 13F ONE Advisory Partners, LLC 82 689 2,73 9 355 16,23
2025-08-14 13F Integrated Wealth Concepts LLC 284 493 1,21 31 863 13,35
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-17 13F Tritonpoint Wealth, Llc 2 373 2,51 266 14,72
2025-07-24 13F JNBA Financial Advisors 28 740 −8,69 3 219 2,26
2025-08-11 13F Wescott Financial Advisory Group, LLC 10 615 6,42 1 189 19,16
2025-08-14 13F Leisure Capital Management 4 477 0,00 501 12,08
2025-04-28 13F Able Wealth Management LLC 0 −100,00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 40 641 −15,58 4 552 −5,44
2025-08-06 13F Decker Retirement Planning Inc. 4 102 −0,36 459 11,68
2025-08-08 13F Itau Unibanco Holding S.A. 250 300 28 034
2025-08-14 13F Mendel Capital Management LLC 16 489 10,96 1 847 24,23
2025-07-30 13F White Lighthouse Investment Management Inc. 0 −100,00 0
2025-07-17 13F Kelly Financial Services LLC 3 666 5,56 411 18,16
2025-08-06 13F Walkner Condon Financial Advisors LLC 2 395 −0,62 268 11,20
2025-07-30 13F Covenant Partners, LLC 201 384 −3,46 22 555 8,12
2025-07-23 13F Indiana Trust & Investment Management CO 711 0,00 80 11,27
2025-07-25 13F We Are One Seven, LLC 39 613 199,30 4 437 235,30
2025-08-08 13F Wealth Alliance 67 872 −0,78 7 602 11,13
2025-07-15 13F James J. Burns & Company, LLC 8 141 −7,68 912 3,41
2025-08-04 13F Ledyard National Bank 3 388 0,00 379 12,13
2025-08-01 13F Delta Investment Management, LLC 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 132 233 26,01 14 810 41,14
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-08-13 13F Hsbc Holdings Plc 24 372 1,45 2 730 13,61
2025-05-14 13F Bnp Paribas Arbitrage, Sa 0 −100,00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 1 330 −0,97 149 23,33
2025-07-31 13F Fedenia Advisers LLC 5 943 −3,37 666 8,13
2025-08-11 13F TD Waterhouse Canada Inc. 156 0,00 17 13,33
2025-08-11 13F Principal Securities, Inc. 27 539 −62,51 3 084 −56,64
2025-08-06 13F Golden State Wealth Management, LLC 9 111 −7,74 1 021 3,34
2025-08-08 13F Tortoise Investment Management, LLC 100 0,00 11 10,00
2025-07-22 13F Net Worth Advisory Group 32 607 458,34 3 652 526,24
2025-08-04 13F Arkadios Wealth Advisors 13 084 0,88 1 465 12,95
2025-08-11 13F Sofi Wealth, Llc 452 138 5,98 50 639 18,69
2025-08-11 13F Cornerstone Planning Group LLC 900 −31,61 98 −27,07
2025-08-04 13F Center for Financial Planning, Inc. 110 0,00 12 9,09
2025-08-04 13F Pensionmark Financial Group, Llc 27 505 −1,59 3 080 10,24
2025-07-29 13F SilverOak Wealth Management LLC 1 834 205
2025-07-31 13F CVA Family Office, LLC 366 0,00 41 11,11
2025-08-07 13F BOK Financial Private Wealth, Inc. 48 096 −16,26 5 387 −6,22
2025-07-21 13F Hilltop National Bank 3 875 0,00 434 15,73
2025-08-27 13F Barnes Wealth Management Group, Inc 17 441 1,22 1 953 13,41
2025-07-31 13F Strata Wealth Advisors, LLC 18 120 −0,15 2 029 11,85
2025-07-22 13F Highland Capital Management, Llc 4 124 0,05 462 11,89
2025-07-18 13F Institute for Wealth Management, LLC. 11 103 −5,04 1 244 6,33
2025-08-13 13F Legacy Capital Wealth Partners, LLC 8 882 0,40 995 12,44
2025-08-14 13F Hurley Capital, LLC 73 1,39 8 14,29
2025-07-31 13F Oppenheimer & Co Inc 20 854 94,93 2 336 118,43
2025-08-14 13F Jasper Ridge Partners, L.P. 59 403 0,00 6 653 12,00
2025-07-08 13F Ehrlich Financial Group 16 076 −3,52 1 801 8,04
2025-08-12 13F Martin Worley Group 4 282 2,61 480 14,87
2025-08-14 13F/A Rockefeller Capital Management L.P. 44 793 −0,32 5 017 11,64
2025-07-25 13F Pandora Wealth, Inc. 246 28
2025-08-12 13F Coldstream Capital Management Inc 5 593 3,46 626 15,93
2025-07-10 13F Focus Financial Network, Inc. 56 930 2,29 6 376 14,57
2025-07-22 13F Aspire Private Capital, LLC 8 456 0,30 947 12,34
2025-08-11 13F CFS Investment Advisory Services, LLC 139 909 −9,29 16 0,00
2025-07-18 13F Truist Financial Corp 332 853 12,16 37 280 25,62
2025-07-25 13F RHS Financial, LLC 0 −100,00 0
2025-08-11 13F PFG Private Wealth Management, LLC 0 −100,00 0
2025-08-04 13F Integrity Alliance, Llc. 143 937 −47,74 16 121 −41,47
2025-07-21 13F Catalina Capital Group, LLC 5 322 −1,24 596 10,78
2025-08-12 13F Journey Strategic Wealth Llc 40 719 −22,46 4 561 −13,16
2025-08-14 13F Stage Harbor Financial, Llc 2 217 0,00 248 12,22
2025-07-28 13F Morris Financial Concepts, Inc. 8 585 2,21 962 14,54
2025-07-30 13F Patten Group, Inc. 32 800 9,36 3 674 22,47
2025-07-22 13F My Personal CFO, LLC 2 447 0,00 274 12,30
2025-08-07 13F Addison Advisors LLC 1 353 −7,83 152 3,42
2025-08-12 13F Richmond Investment Services, LLC 3 876 434
2025-08-12 13F SRS Capital Advisors, Inc. 1 817 −11,06 204 −0,49
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 10 618 2,76 1 189 15,10
2025-08-12 13F Jpmorgan Chase & Co 4 605 570 −5,44 515 824 5,91
2025-08-13 13F StoneX Group Inc. 5 880 −24,81 659 −15,75
2025-08-06 13F Commonwealth Equity Services, Llc 664 514 0,14 74 12,12
2025-09-12 13F/A Valeo Financial Advisors, LLC 12 822 8,85 1 436 21,90
2025-07-09 13F Breakwater Investment Management 275 0,00 31 11,11
2025-08-06 13F Washington Trust Bank 8 229 25,08 922 40,18
2025-08-14 13F Snowden Capital Advisors LLC 51 153 −10,25 5 729 0,53
2025-08-15 13F Keel Point, LLC 17 294 13,96 1 937 27,62
2025-07-29 13F Orin Green Financial, LLC 2 560 0,00 287 13,49
2025-07-10 13F Affiance Financial, LLC 28 549 −0,49 3 197 11,43
2025-08-12 13F Jaffetilchin Investment Partners, LLC 3 165 −0,31 354 11,67
2025-07-31 13F Mycio Wealth Partners, Llc 8 240 0,99 923 13,13
2025-07-18 13F Bartlett & Co. Wealth Management Llc 0 −100,00 0
2025-08-11 13F Dorsey & Whitney Trust CO LLC 42 199 0,00 4 726 12,02
2025-07-23 13F Financial Life Advisors 86 046 −4,02 9 637 7,51
2025-07-23 13F Venturi Wealth Management, LLC 10 742 −2,40 1 203 9,36
2025-08-05 13F Strategic Financial Concepts, LLC 0 −100,00 0
2025-07-16 13F St Germain D J Co Inc 234 −56,18 26 −50,94
2025-08-11 13F Vanguard Group Inc 2 202 4,02 247 16,59
2025-05-15 13F Squarepoint Ops LLC 0 −100,00 0
2025-08-05 13F Pointe Capital Management LLC 3 641 55,47 408 73,93
2025-07-18 13F SigFig Wealth Management, LLC 36 810 −10,74 4 112 −1,11
2025-08-07 13F Cypress Capital Management LLC (WY) 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 964 344 0,42 108 006 12,47
2025-08-12 13F AlphaCore Capital LLC 292 0,00 33 10,34
2025-08-14 13F Fortress Financial Group, Llc 2 894 0,00 324 12,11
2025-05-27 13F Advisors Capital Management, LLC 0 −100,00 0
2025-05-02 13F Napatree Capital Llc 9 301 −56,32 930 −54,88
2025-07-22 13F Marks Group Wealth Management, Inc 48 458 −4,24 5 427 7,25
2025-07-30 13F Avidian Wealth Solutions, LLC 19 474 −0,89 2 181 11,05
2025-07-15 13F Evanson Asset Management, LLC 3 429 0,03 384 12,28
2025-07-30 13F Whittier Trust Co 1 142 0,18 128 11,40
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