GOVT - iShares Trust - iShares U.S. Treasury Bond ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (BATS)

iShares Trust - iShares U.S. Treasury Bond ETF
US ˙ BATS ˙ US46429B2676

Grundläggande statistik
Institutionella ägare 809 total, 809 long only, 0 short only, 0 long/short - change of −2,87% MRQ
Genomsnittlig portföljallokering 0.9104 % - change of −12,08% MRQ
Institutionella aktier (lång) 1 131 612 998 (ex 13D/G) - change of 28,03MM shares 2,54% MRQ
Institutionellt värde (lång) $ 25 395 178 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares U.S. Treasury Bond ETF (US:GOVT) har 809 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 1,131,612,998 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, LPL Financial LLC, Envestnet Asset Management Inc, Truist Financial Corp, Pnc Financial Services Group, Inc., Jpmorgan Chase & Co, Morgan Stanley, Tiaa Trust, National Association, Wealth Enhancement Advisory Services, Llc, and Assetmark, Inc .

iShares Trust - iShares U.S. Treasury Bond ETF (BATS:GOVT) 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 16, 2025 is 23,22 / share. Previously, on September 17, 2024, the share price was 23,62 / share. This represents a decline of 1,67% over that period.

GOVT / iShares Trust - iShares U.S. Treasury 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.

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.

GOVT / iShares Trust - iShares U.S. Treasury Bond ETF Historical Put/Call Ratio
13D/G-Arkiveringar

Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.

Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.

Upgrade to unlock premium data.

Fil Datum Formulär Investerare Föregående
aktier
Senaste
aktier
Δ Aktier
(Procent)
Ägande
(Procent)
Δ Ägande
(Procent)
2024-11-13 13G TRUIST FINANCIAL CORP 65,490,175 5.50
2024-11-12 13G/A FMR LLC 56,602,866 26,353,521 -53.44 2.22 -61.40
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
(%)
2025-07-21 13F Fairvoy Private Wealth, LLC 23 053 0,89 530 0,76
2025-08-14 13F Garden State Investment Advisory Services LLC 13 467 0,14 310 0,00
2025-07-16 13F Signaturefd, Llc 905 0,00 21 0,00
2025-07-31 13F GenTrust, LLC 177 831 4 087
2025-08-04 13F Arkadios Wealth Advisors 21 847 15,83 502 15,94
2025-08-05 13F Bank of New York Mellon Corp 2 119 146 45,55 48 698 45,52
2025-08-06 13F North Capital, Inc. 106 0,95 2 0,00
2025-07-29 13F BKD Wealth Advisors, LLC 42 638 −21,08 980 −21,11
2025-08-14 13F Macquarie Group Ltd 633 927 25,62 14 568 25,59
2025-04-28 13F Pinnacle Financial Partners Inc 10 494 −53,03 241 −53,02
2025-08-13 13F Colonial Trust Advisors 962 0,00 22 0,00
2025-04-10 13F TrueWealth Advisors, LLC 0 −100,00 0
2025-08-01 13F Liberty Wealth Management Llc 54 808 −4,38 1 259 −4,19
2025-08-11 13F Dorsey & Whitney Trust CO LLC 147 750 0,00 3 395 −0,03
2025-08-12 13F Stelac Advisory Services LLC 26 437 0,00 607 0,00
2025-07-17 13F Western Financial Corp/CA 99 298 −1,19 2 282 −1,21
2025-07-29 13F Roof Eidam & Maycock/adv 14 385 0,00 331 0,00
2025-08-15 13F Semmax Financial Advisors Inc. 2 041 75,19 47 76,92
2025-08-14 13F Integrated Wealth Concepts LLC 560 725 −2,85 12 885 −2,87
2025-08-08 13F Collaborative Wealth Managment Inc. 12 047 7,92 277 7,81
2025-07-07 13F Retirement Wealth Solutions LLC 3 543 10,89 81 10,96
2025-08-13 13F Certior Financial Group, Llc 44 926 0,27 1 032 0,29
2025-07-31 13F Washington Trust Advisors, Inc. 965 0,00 22 0,00
2025-08-14 13F Diversify Advisory Services, LLC 345 388 22,13 7 902 21,18
2025-07-24 13F Endeavor Private Wealth, Inc. 22 655 13,16 521 13,04
2025-08-14 13F Paragon Private Wealth Management, LLC 55 531 −1,39 1 276 −1,39
2025-07-18 13F SigFig Wealth Management, LLC 50 946 1,91 1 167 1,75
2025-08-15 13F Morgan Stanley 31 574 796 61,25 725 589 61,22
2025-07-09 13F VisionPoint Advisory Group, LLC 9 723 223
2025-07-28 13F Frazier Financial Advisors, LLC 1 340 0,00 31 0,00
2025-08-14 13F LaSalle St. Investment Advisors, LLC 9 368 4,59 0
2025-08-11 13F Brown Brothers Harriman & Co 16 958 −0,19 390 −0,26
2025-08-12 13F Charles Schwab Investment Management Inc 19 891 304 −2,57 457 102 −2,59
2025-07-24 13F JNBA Financial Advisors 0 −100,00 0
2025-08-13 13F Annandale Capital, LLC 811 998 −2,08 19 −5,26
2025-08-26 NP DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 35 255 −18,60 810 −18,59
2025-08-08 13F Emerald Investment Partners, Llc 41 366 −25,99 951 −26,01
2025-08-14 13F Strategic Wealth Designers 6 −99,52 0 −100,00
2025-08-12 13F Change Path, LLC 190 098 4,72 4 368 4,70
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 230 7,98 5 25,00
2025-08-14 13F Envision Financial Planning, LLC 716 875 3,96 16 474 3,93
2025-07-11 13F Westfuller Advisors, LLC 122 972 2,16 2 826 2,13
2025-08-08 13F Advyzon Investment Management, LLC 40 075 5,52 921 5,50
2025-08-05 13F GPS Wealth Strategies Group, LLC 624 −62,27 14 −63,16
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-04-21 13F BostonPremier Wealth LLC 0 −100,00 0
2025-08-13 13F Crabel Capital Management, LLC 294 155 17,96 6 760 17,94
2025-08-13 13F Keystone Financial Group 22 965 13,64 527 13,58
2025-08-11 13F Portside Wealth Group, LLC 282 279 1,38 6 487 1,36
2025-07-08 13F Twele Capital Management, Inc. 126 643 16,39 2 910 16,40
2025-07-16 13F St Germain D J Co Inc 748 030 −2,36 17 190 −2,38
2025-08-14 13F Synovus Financial Corp 178 906 9,05 4 111 9,02
2025-07-31 13F Darden Wealth Group Inc 25 929 0,00 596 0,00
2025-07-17 13F Spectrum Strategic Capital Management, LLC 471 362 −15,07 10 832 −15,08
2025-08-11 13F Perennial Investment Advisors, LLC 43 288 −4,65 995 −4,70
2025-08-13 13F Colonial Trust Co / SC 10 083 −5,25 232 −5,33
2025-07-14 13F Park Avenue Securities Llc 860 725 31,15 20 26,67
2025-05-12 13F Sandy Spring Bank 6 046 −12,39 139 −12,66
2025-08-11 13F Tidemark, LLC 648 −91,16 15 −91,67
2025-08-14 13F Harwood Advisory Group, LLC 0 −100,00 0
2025-08-15 13F CI Private Wealth, LLC 25 973 −29,05 597 −29,13
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II 180 638 −0,03 4 151 −0,05
2025-07-16 13F West Branch Capital LLC 447 0,00 10 0,00
2025-07-23 13F BankPlus Trust Department 785 0,00 18 0,00
2025-07-09 13F Westshore Wealth, LLC 373 706 2,79 8 588 2,76
2025-07-18 13F PFG Investments, LLC 84 755 45,77 1 948 45,73
2025-08-07 13F Vise Technologies, Inc. 261 785 391,43 6 016 391,42
2025-08-27 NP HCIIX - The Core Fixed Income Portfolio HC Strategic Shares 806 500 18 533
2025-05-15 13F Eight 31 Financial Llc 0 −100,00 0
2025-07-11 13F Adirondack Trust Co 5 396 0,00 124 −0,81
2025-07-11 13F Pinnacle Bancorp, Inc. 0 −100,00 0
2025-07-18 13F First Pacific Financial 162 799 4,52 3 741 4,50
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 3 861 0,89 89 1,15
2025-08-14 13F Gotham Asset Management, LLC 12 896 3,04 296 3,14
2025-08-05 13F Tme Financial, Inc. 72 665 46,96 1 670 46,92
2025-08-15 13F First Heartland Consultants, Inc. 30 293 −0,39 696 −0,29
2025-07-23 13F Regency Capital Management Inc.\DE 74 407 36,28 1 710 36,28
2025-08-11 13F Delta Asset Management Llc/tn 16 084 0,00 370 0,00
2025-07-30 13F Strategic Blueprint, LLC 781 862 0,50 17 967 0,48
2025-08-06 13F DDFG, Inc 834 602 2,80 19 179 2,78
2025-08-18 13F Tyler-Stone Wealth Management 10 407 0,00 239 0,00
2025-07-08 13F Hickory Point Bank & Trust 10 507 0,00 241 0,00
2025-07-30 13F/A Old Point Trust & Financial Services N A 1 118 0,00 26 0,00
2025-07-10 13F Sovran Advisors, LLC 89 306 2,29 2 028 1,81
2025-07-17 13F Janney Montgomery Scott LLC 2 221 819 −2,36 51 −1,92
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-08-13 13F Mirabella Financial Services Llp 0 −100,00 0
2025-08-14 13F Sand Hill Global Advisors, LLC 16 855 −20,51 387 −20,53
2025-08-13 13F Beacon Pointe Advisors, LLC 8 932 −1,82 205 −1,91
2025-06-18 NP NADCX - Nationwide Investor Destinations Moderately Conservative Fund Class A 431 530 −0,60 9 960 1,60
2025-07-16 13F Colton Groome Financial Advisors, Llc 63 554 1 460
2025-07-10 13F Signal Advisors Wealth, LLC 35 622 3,87 819 3,81
2025-06-23 NP IRTR - iShares LifePath Retirement ETF 127 506 16,64 2 943 19,21
2025-08-11 13F Kingdom Financial Group LLC. 26 379 606
2025-08-06 13F Prospera Financial Services Inc 76 700 7,72 1 763 7,64
2025-05-05 13F Lindbrook Capital, Llc 0 −100,00 0
2025-08-05 13F Snider Financial Group 627 613 1,37 14 423 1,35
2025-08-08 13F Hartland & Co., LLC 80 231 −64,51 1 844 −64,53
2025-07-25 NP DDIAX - Delaware Wealth Builder Fund Class A 820 829 18 682
2025-08-13 13F Capital Analysts, Inc. 21 914 9,46 1
2025-07-25 13F Apollon Wealth Management, LLC 40 768 −9,08 937 −9,13
2025-08-14 13F Alliancebernstein L.p. 349 110 −94,14 8 023 −94,14
2025-07-30 13F Bogart Wealth, LLC 4 797 0,08 110 0,00
2025-07-11 13F Essex Savings Bank 13 274 34,47 305 34,51
2025-08-12 13F Ade, Llc 47 224 9,69 1 085 9,71
2025-07-23 13F Center For Asset Management LLC 339 640 32,29 7 633 29,35
2025-08-05 13F Integrity Financial Corp /WA 102 0,00 2 0,00
2025-07-14 13F Cobblestone Asset Management LLC 38 254 −1,60 879 −1,57
2025-08-13 13F Truvestments Capital Llc 6 080 −17,19 140 −17,26
2025-07-17 13F Avondale Wealth Management 67 463 11,06 1 550 11,03
2025-08-06 13F Moors & Cabot, Inc. 26 372 −0,83 606 −0,82
2025-08-06 13F Commonwealth Equity Services, Llc 1 142 721 −8,60 26 −7,14
2025-07-18 13F Trust Co Of Vermont 2 830 0,07 65 0,00
2025-05-01 13F Quest 10 Wealth Builders, Inc. 991 47,03 23 46,67
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 17 810 −24,90 409 −24,95
2025-08-07 13F PFG Advisors 212 632 205,66 4 886 205,76
2025-07-15 13F Legacy Financial Group LLC 16 869 16,71 388 16,57
2025-07-14 13F Pacifica Partners Inc. 3 264 −5,09 75 −6,33
2025-06-27 NP MSMR - McElhenny Sheffield Managed Risk ETF 984 043 −10,82 22 712 −10,55
2025-07-31 13F BIP Wealth, LLC 77 875 24,24 1 790 24,24
2025-07-08 13F Nbc Securities, Inc. 8 071 37,73 0
2025-08-08 13F Gts Securities Llc 38 912 −79,43 894 −79,44
2025-08-13 13F Northwestern Mutual Wealth Management Co 754 468 7,08 17 338 7,05
2025-07-09 13F Pines Wealth Management, LLC 37 940 −24,53 864 −24,74
2025-06-27 NP ADFI - Anfield Dynamic Fixed Income ETF 503 640 2,28 11 624 4,55
2025-08-12 13F Howe & Rusling Inc 101 0,00 2 0,00
2025-07-17 13F SeaBridge Investment Advisors LLC 1 010 198 17,50 23 214 17,48
2025-05-01 13F Reyes Financial Architecture, Inc. 0 −100,00 0
2025-04-22 13F Sawyer & Company, Inc 0 −100,00 0
2025-07-14 13F Seascape Capital Management 489 315 −3,61 11 0,00
2025-08-13 13F Johnson Financial Group, Inc. 4 369 0,00 100 0,00
2025-04-30 13F Valeo Financial Advisors, LLC 0 −100,00 0
2025-07-16 13F Falcon Wealth Planning 20 252 0,76 465 0,87
2025-08-12 13F Calton & Associates, Inc. 117 459 2,77 2 699 2,74
2025-08-11 13F TD Waterhouse Canada Inc. 21 642 −66,48 497 −66,46
2025-07-11 13F First PREMIER Bank 2 885 −28,68 0
2025-07-17 13F Sound Income Strategies, LLC 1 070 40,60 25 41,18
2025-07-17 13F Independence Bank of Kentucky 12 468 0,00 287 0,00
2025-08-08 13F Creative Planning 372 105 −36,12 8 551 −36,14
2025-08-12 13F New Republic Capital, LLC 976 0,93 22 0,00
2025-07-30 13F Drive Wealth Management, Llc 378 760 3,74 8 704 3,72
2025-08-26 NP Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 505 817 30,79 11 624 30,76
2025-08-05 13F 5T Wealth, LLC 33 592 2,18 772 2,12
2025-07-25 13F Cwm, Llc 1 376 228 12,81 32 10,71
2025-08-07 13F Meeder Advisory Services, Inc. 45 733 1 051
2025-08-14 13F Raymond James Financial Inc 2 346 330 48,70 53 919 48,67
2025-04-30 13F Sofos Investments, Inc. 2 338 −42,86 54 −42,39
2025-07-08 13F GK Wealth Management LLC 25 585 −1,21 588 −1,34
2025-08-06 13F Agf Management Ltd 11 400 −20,56 262 −20,67
2025-04-30 13F Mjp Associates Inc /adv 0 −100,00 0
2025-07-17 13F Raleigh Capital Management Inc. 38 5,56 1
2025-08-04 13F Flagship Harbor Advisors, Llc 46 667 16,62 1 072 16,65
2025-07-15 13F Armis Advisers, LLC 12 904 −0,94 297 −1,00
2025-08-04 13F HBK Sorce Advisory LLC 22 187 −0,07 510 −0,20
2025-07-23 13F REAP Financial Group, LLC 2 629 0,00 60 0,00
2025-08-12 13F Cook Wealth Management Group Llc 0 −100,00 0
2025-07-29 13F Private Trust Co Na 156 526 16,96 3 597 16,94
2025-08-08 13F KM Capital Management Ltd. 15 373 353
2025-08-14 13F Icon Wealth Advisors, LLC 75 018 5,95 1 724 5,90
2025-08-08 13F Foundations Investment Advisors, LLC 407 378 19,53 9 362 19,51
2025-07-22 13F Inlight Wealth Management, LLC 15 0,00 0
2025-08-14 13F Warren Averett Asset Management, LLC 29 406 −5,23 676 −5,33
2025-08-14 13F Ancora Advisors, LLC 2 624 −0,91 60 0,00
2025-06-26 NP MSTRX - Morningstar Total Return Bond Fund 12 034 348 −2,25 277 753 −0,09
2025-07-17 13F Greenleaf Trust 102 344 −4,33 2 352 −4,35
2025-08-14 13F Diversify Wealth Management, Llc 348 917 10,41 7 983 9,55
2025-08-26 13F/A Thrivent Financial For Lutherans 1 762 825 −17,82 41 −18,37
2025-07-17 13F Park Place Capital Corp 451 0,00 10 0,00
2025-08-11 13F Citigroup Inc 85 414 −7,31 1 963 −7,37
2025-08-08 13F Pnc Financial Services Group, Inc. 41 157 180 0,30 945 792 0,27
2025-08-14 13F Novus Advisors, Llc 14 846 −12,69 341 −12,56
2025-08-12 13F Blueprint Investment Partners LLC 147 478 −82,20 3 389 −82,20
2025-08-11 13F Nordwand Advisors, LLC 490 11
2025-08-13 13F Baird Financial Group, Inc. 195 888 −3,24 4 502 −3,27
2025-08-11 13F Addison Capital Co 205 499 17,45 4 722 17,43
2025-08-19 13F National Asset Management, Inc. 0 −100,00 0 −100,00
2025-04-17 13F Grove Bank & Trust 0 −100,00 0
2025-08-14 13F Smartleaf Asset Management LLC 53 505 20,47 1 225 20,33
2025-04-09 13F Roxbury Financial LLC 0 −100,00 0
2025-08-13 13F Cheviot Value Management, LLC 32 481 12,38 743 12,92
2025-07-14 13F Cherrydale Wealth Management, Llc 38 712 −4,51 890 −4,51
2025-08-14 13F Gen-Wealth Partners Inc 15 224 14,56 350 14,43
2025-08-08 13F Capital Investment Advisory Services, LLC 172 992 12,66 3 975 12,64
2025-08-06 13F Eukles Asset Management 57 0,00 1 0,00
2025-07-14 13F Painted Porch Advisors LLC 0 −100,00 0 −100,00
2025-08-05 13F Dunhill Financial, LLC 25 109 50,99 577 51,05
2025-07-30 13F Onyx Bridge Wealth Group LLC 9 843 −13,51 226 −13,41
2025-08-14 13F Sunbelt Securities, Inc. 1 380 181,63 32 181,82
2025-08-05 13F Scarborough Advisors, LLC 0 0
2025-07-22 13F Coastal Investment Advisors, Inc. 3 0,00 0
2025-07-08 13F Canandaigua National Trust Co of Florida 67 585 180,55 1 553 180,83
2025-08-14 13F Greenline Partners, LLC 103 204 −31,61 2 372 −31,63
2025-08-14 13F Beaird Harris Wealth Management, LLC 2 725 0,00 63 0,00
2025-07-23 13F Nbt Bank N A /ny 16 944 −3,77 389 −3,71
2025-08-11 13F Western Wealth Management, LLC 22 866 16,38 525 16,41
2025-07-25 13F Richardson Financial Services Inc. 6 563 15,81 150 15,38
2025-08-14 13F Bnp Paribas 81 659 −29,03 1 877 −29,05
2025-07-17 13F Tempus Wealth Planning, LLC 21 154 10,55 486 10,71
2025-07-23 13F Sax Wealth Advisors, Llc 9 274 213
2025-05-15 13F Concorde Asset Management, LLC 13 868 −11,83 316 −12,47
2025-08-12 13F LPL Financial LLC 105 719 785 2,65 2 429 441 2,63
2025-08-11 13F Actinver Wealth Management, Inc. 40 116 2,90 922 2,79
2025-07-07 13F Wesbanco Bank Inc 90 244 2,90 2 074 2,88
2025-05-01 13F Lane & Associates LLC 0 −100,00 0 −100,00
2025-08-13 13F GeoWealth Management, LLC 5 258 −1,76 121 −2,44
2025-07-09 13F Lifelong Wealth Advisors, Inc. 13 230 2,46 304 2,70
2025-07-30 13F Phillips Financial Management, Llc 53 1
2025-06-23 NP ITDE - iShares LifePath Target Date 2045 ETF 20 870 28,01 482 30,71
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial 947 479 13,80 21 773 13,78
2025-08-13 13F Van Hulzen Asset Management, LLC 35 802 −11,51 823 −11,52
2025-08-12 13F Deutsche Bank Ag\ 3 318 964 −9,68 76 270 −9,72
2025-08-12 13F Gladstone Institutional Advisory LLC 33 542 29,72 771 29,63
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-12 13F Wood Tarver Financial Group, LLC 1 391 0,00 0 −100,00
2025-07-23 13F DMG Group, LLC 89 410 48,62 2 055 48,63
2025-08-07 13F Midwest Trust Co 22 896 526
2025-08-12 13F Rock Creek Group, LP 0 −100,00 0
2025-08-12 13F Tradition Wealth Management, LLC 11 512 3,07 265 3,13
2025-08-06 13F One Wealth Capital Management, Llc 15 958 3,66 367 3,68
2025-07-28 13F Morningstar Investment Management LLC 11 091 055 −10,70 255 −10,88
2025-08-01 13F Petra Financial Advisors Inc 21 806 −8,72 501 −8,74
2025-08-04 13F 4wealth Advisors, Inc. 109 053 −1,91 2 506 −1,92
2025-07-22 13F Belpointe Asset Management LLC 0 −100,00 0
2025-07-23 13F Prasad Wealth Partners, LLC 15 823 −42,21 364 −42,29
2025-08-27 NP IBNAX - Ivy Balanced Fund Class A 2 789 128 3,44 64 094 3,41
2025-08-13 13F Scotia Capital Inc. 372 640 −1,10 8 562 −1,13
2025-07-22 13F Three Bridge Wealth Advisors, LLC 11 758 0,92 270 1,12
2025-07-24 13F Certus Wealth Management, LLC 54 242 0,04 1 246 1,55
2025-08-01 13F Brookwood Investment Group LLC 19 031 −16,77 437 −16,76
2025-05-01 13F Smith Thornton Advisors LLC 0 −100,00 0
2025-07-14 13F Armstrong Advisory Group, Inc 138 915 −48,96 3 192 −48,97
2025-08-07 13F Montag A & Associates Inc 1 991 0,00 46 0,00
2025-08-14 13F Norinchukin Bank, The 5 749 375 10,85 132 121 10,83
2025-08-14 13F Comerica Bank 261 627 31,51 6 012 31,50
2025-08-05 13F Prosperity Consulting Group, LLC 24 070 0,07 553 0,18
2025-08-14 13F Great Valley Advisor Group, Inc. 203 112 8,43 4 667 8,41
2025-08-01 13F SYM FINANCIAL Corp 3 285 678 0,75 75 505 0,73
2025-08-12 13F SRS Capital Advisors, Inc. 2 248 −34,06 52 −34,62
2025-08-14 13F Moneta Group Investment Advisors Llc 9 418 −15,49 216 −15,62
2025-08-11 13F FSC Wealth Advisors, LLC 184 −80,30 4 −80,95
2025-07-29 13F Quotient Wealth Partners, LLC 22 203 −3,84 510 −3,77
2025-08-07 13F Fund Evaluation Group, LLC 13 458 570 9,59 309 278 9,56
2025-04-09 13F LVW Advisors, LLC 0 −100,00 0
2025-07-10 13F Stewardship Advisors, LLC 53 480 33,71 1 229 33,62
2025-07-15 13F Elevated Capital Advisors, LLC 61 040 0,00 1 403 0,00
2025-08-05 13F Key FInancial Inc 608 341 0,97 13 980 0,94
2025-08-25 NP VEGA - AdvisorShares STAR Global Buy-Write ETF 157 523 0,00 3 620 −0,03
2025-07-14 13F Occidental Asset Management, LLC 14 019 −97,61 322 −97,61
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-06 13F Paragon Capital Management Inc 184 956 −0,89 4 250 −0,91
2025-07-30 13F Cullen/frost Bankers, Inc. 20 837 0,43 479 0,42
2025-08-04 13F 4J Wealth Management LLC 17 771 −0,94 408 −0,97
2025-08-14 13F Atomi Financial Group, Inc. 12 718 292
2025-07-21 13F Pacific Financial Group Inc 29 877 −23,14 687 −23,18
2025-08-04 13F Savvy Advisors, Inc. 8 866 −35,62 204 −35,76
2025-07-21 13F Sterling Investment Counsel, LLC 9 566 3,52 220 3,30
2025-07-24 13F Accredited Investor Services, Llc 9 509 0,00 219 0,00
2025-08-06 13F Paladin Advisory Group, LLC 60 766 −12,45 1 396 −12,48
2025-07-10 13F Baker Tilly Financial, Llc 28 904 −22,37 664 −22,34
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 147 0,00 3 0,00
2025-08-13 13F Cresset Asset Management, LLC 1 242 749 32,88 28 558 32,85
2025-08-12 13F Prudential Plc 871 946 1 377,87 20 037 1 377,65
2025-07-15 13F Bfsg, Llc 881 2 937,93 20
2025-08-12 13F Global Retirement Partners, LLC 726 716 −36,41 16 700 −36,41
2025-07-17 13F One Wealth Advisors, LLC 67 397 9,91 1 549 9,87
2025-07-10 13F Financial Management Network Inc 210 554 −4,60 4 796 −5,31
2025-08-13 13F Cary Street Partners Financial Llc 16 066 10,31 369 10,48
2025-08-14 13F Seldon Capital Lp 11 600 0,00 267 0,00
2025-07-09 13F Chesley Taft & Associates LLC 11 441 2,88 263 2,75
2025-07-23 13F Roundview Capital LLC 22 474 0,00 516 0,00
2025-08-18 13F Hollencrest Capital Management 100 0,00 2 0,00
2025-08-14 13F Hara Capital LLC 60 098 0,00 1 381 0,00
2025-08-04 13F Mayflower Financial Advisors, LLC 15 190 −1,37 349 −1,13
2025-08-13 13F Townsquare Capital Llc 256 733 −96,40 5 900 −96,40
2025-07-30 13F Family Capital Trust Co 299 052 −0,00 6 869 −0,04
2025-07-25 13F Sequoia Financial Advisors, LLC 49 463 −20,49 1 137 −20,50
2025-07-10 13F Marshall Financial Group LLC 39 590 −10,36 899 −11,43
2025-07-29 13F Two West Capital Advisors LLC 11 644 17,36 265 18,30
2025-08-13 13F Alerus Financial Na 42 1
2025-07-22 13F Firethorn Wealth Partners, Llc 12 873 8,96 296 8,86
2025-08-04 13F Creative Financial Designs Inc /adv 16 352 −12,48 376 −12,59
2025-08-08 13F MTM Investment Management, LLC 659 0,92 15 0,00
2025-07-09 13F Triumph Capital Management 17 286 −1,54 397 −1,49
2025-08-07 13F Verus Capital Partners, Llc 42 529 −22,21 977 −22,21
2025-07-31 13F 3EDGE Asset Management, LP 1 623 246 −4,99 37 302 −5,01
2025-05-02 13F Capital A Wealth Management, LLC 57 0,00 1 0,00
2025-08-07 13F David R. Rahn & Associates Inc. 9 124 −96,56 210 −96,57
2025-07-16 13F Bestgate Wealth Advisors, LLC 52 692 0,00 1 211 0,00
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-07-18 13F SOA Wealth Advisors, LLC. 1 679 424,69 39 442,86
2025-07-14 13F Wealth Advisory Solutions, LLC 62 725 −2,05 1 441 −2,04
2025-08-05 13F Mma Asset Management Llc 540 907 92,13 12 430 92,09
2025-07-17 13F KWB Wealth 11 081 −88,40 255 −88,43
2025-07-23 13F Valmark Advisers, Inc. 100 781 4,19 2 316 4,14
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 1 709 −2,18 39 −2,50
2025-07-23 13F Godsey & Gibb Associates 0 −100,00 0
2025-05-13 13F Umpqua Bank 0 −100,00 0
2025-07-25 13F Verdence Capital Advisors LLC 54 489 −4,62 1 252 −4,65
2025-07-17 13F HB Wealth Management, LLC 30 058 −72,70 691 −72,73
2025-08-15 13F Captrust Financial Advisors 49 630 29,26 1 140 29,25
2025-05-16 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II 0 −100,00 0 −100,00
2025-06-26 NP FAPWX - Fidelity Risk Parity Fund Fidelity Advisor Risk Parity Fund: Class M 27 167 −16,48 627 −14,58
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-07-08 13F/A Salem Investment Counselors Inc 1 553 −3,06 36 −2,78
2025-08-13 13F M&t Bank Corp 128 743 −9,74 2 959 −9,76
2025-07-17 13F Beacon Capital Management, LLC 667 3,41 15 7,14
2025-08-14 13F/A Barclays Plc 411 465 56,89 9 50,00
2025-08-04 13F Coign Capital Advisors LLC 266 700 −8,09 6 129 −8,11
2025-08-14 13F Redwood Investment Management, Llc 9 984 −52,31 0
2025-08-15 13F Provenance Wealth Advisors, LLC 0 −100,00 0
2025-07-16 13F MJT & Associates Financial Advisory Group, Inc. 0 −100,00 0
2025-08-14 13F CoreCap Advisors, LLC 11 466 −13,22 264 −13,20
2025-07-23 13F Steel Peak Wealth Management LLC 180 386 −0,41 4 145 −0,43
2025-07-14 13F Golden State Equity Partners 20 647 1,87 474 1,94
2025-07-30 13F Caliber Wealth Management, LLC / KS 15 817 1,15 363 1,11
2025-07-11 13F My Legacy Advisors, LLC 23 367 56,66 532 55,56
2025-08-05 13F Bank Of Montreal /can/ 57 640 −89,65 1 325 −89,66
2025-07-22 13F Simplicity Wealth,LLC 115 670 141,44 2 658 141,42
2025-08-06 13F Legacy Wealth Managment, LLC/ID 224 −78,95 5 −79,17
2025-08-14 13F Hilltop Holdings Inc. 295 115 −22,27 6 782 −22,29
2025-08-14 13F Hancock Whitney Corp 9 362 215
2025-08-06 13F Golden State Wealth Management, LLC 3 974 −64,83 91 −64,86
2025-08-13 13F Cary Street Partner Investment Advisory Llc 3 241 3,05 74 2,78
2025-08-14 13F Stifel Financial Corp 960 444 1,02 22 071 1,00
2025-08-01 13F Capital Investment Counsel, LLC 182 743 10,83 4 199 10,82
2025-07-16 13F RWM Asset Management, LLC 23 455 0,00 539 −0,19
2025-08-08 13F Meridian Wealth Management, LLC 461 706 6,25 10 610 6,23
2025-07-15 13F Norden Group Llc 40 245 4,52 925 4,41
2025-07-15 13F Verum Partners LLC 1 377 827 2,10 31 662 2,08
2025-08-13 13F SCS Capital Management LLC 546 923 4,28 12 568 4,26
2025-08-13 13F Silphium Asset Management Ltd 491 200 11 288
2025-07-21 13F Ameritas Advisory Services, LLC 5 139 118
2025-07-31 13F City State Bank 15 991 0,63 367 0,55
2025-07-15 13F Axis Wealth Partners, LLC 10 585 −19,33 243 −19,27
2025-07-16 13F ORG Partners LLC 86 247 6,68 1 982 6,68
2025-07-25 13F Iron Financial, LLC 14 715 −2,25 338 −2,31
2025-08-12 13F Maripau Wealth Management Llc 26 354 4,91 605 4,85
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 92 197 77,69 2 122 78,39
2025-07-24 13F Coordinated Financial Services, Inc. 109 629 −16,07 2 519 −16,06
2025-07-29 13F Swmg, Llc 166 469 −7,60 3 786 −8,31
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 −100,00 0
2025-08-11 13F Wealthspire Advisors, LLC 281 657 −21,96 6 472 −21,98
2025-08-07 13F Kestra Private Wealth Services, Llc 110 029 33,34 2 528 33,33
2025-07-29 13F Horst & Graben Wealth Management LLC 85 602 0,65 1 967 0,67
2025-08-08 13F Atlantic Trust, LLC 38 352 881
2025-04-15 13F Collier Financial 319 −98,98 7 −99,02
2025-08-11 13F Heritage Wealth Advisors 179 1,13 4 0,00
2025-08-11 13F Aptus Capital Advisors, LLC 319 −99,98 7 −99,98
2025-07-10 13F PMV Capital Advisers, LLC 0 −100,00 0
2025-07-10 13F Charter Oak Capital Management, LLC 17 448 7,23 401 7,24
2025-07-21 13F Portfolio Strategies, Inc. 13 995 2,92 322 2,88
2025-08-01 13F Bull Oak Capital, LLC 146 187 −27,37 3 359 −27,39
2025-08-14 13F Tudor Investment Corp Et Al 17 678 −59,11 406 −59,11
2025-07-28 13F Harbour Investments, Inc. 35 890 0,09 825 0,00
2025-08-14 13F Ameriprise Financial Inc 5 744 707 11,17 132 038 11,01
2025-07-30 13F TFB Advisors LLC 70 820 2,33 1 627 2,33
2025-08-14 13F Peapack Gladstone Financial Corp 9 437 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-08-13 13F IAG Wealth Partners, LLC 25 1
2025-08-14 13F EP Wealth Advisors, Inc. 5 783 492 0,68 132 905 0,66
2025-07-31 13F Heirloom Wealth Management 0 −100,00 0
2025-08-12 13F Pathstone Holdings, LLC 47 061 1 081
2025-07-16 13F Perigon Wealth Management, LLC 625 657 −0,60 14 378 −0,62
2025-07-21 13F Ameriflex Group, Inc. 1 527 −16,01 35 −14,63
2025-08-06 13F Founders Financial Securities Llc 83 360 6,11 1 916 6,04
2025-08-13 13F Brown Advisory Inc 1 534 716 4,50 35 268 4,48
2025-08-12 13F J.w. Cole Advisors, Inc. 27 964 91,18 643 91,07
2025-07-25 13F PrairieView Partners, LLC 7 614 0,00 0
2025-07-31 13F Kathleen S. Wright Associates Inc. 443 0,00 10 0,00
2025-08-05 13F Tsfg, Llc 1 044 0,00 0
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 118 795 −19,01 2 730 −19,04
2025-07-24 13F Cyndeo Wealth Partners, LLC 87 388 12,06 2 008 12,05
2025-07-07 13F Global Wealth Strategies & Associates 2 295 0,00 53 0,00
2025-07-31 13F Optimum Investment Advisors 8 929 2,57 205 2,50
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-10 13F Wedmont Private Capital 3 067 339 2,34 69 935 3,06
2025-07-17 13F Oakworth Capital, Inc. 39 226 44,64 901 44,62
2025-08-12 13F MAI Capital Management 26 109 −14,68 600 −14,79
2025-07-28 13F Chesapeake Wealth Management 8 862 0,00 204 0,00
2025-07-18 13F Cooper Financial Group 0 −100,00 0
2025-07-31 13F GLOBALT Investments LLC / GA 127 725 −12,65 2 935 −12,65
2025-08-14 13F Sentinus, LLC 15 679 −1,04 360 −1,10
2025-07-14 13F GAMMA Investing LLC 44 788 −68,06 1 029 −68,06
2025-07-07 13F Centurion Wealth Management LLC 22 295 −1,48 512 −1,54
2025-08-06 13F Savant Capital, LLC 849 128 −11,41 19 513 −11,43
2025-04-22 13F Atticus Wealth Management, Llc 0 −100,00 0
2025-08-14 13F Headlands Technologies LLC 16 124 −36,37 371 −36,43
2025-08-13 13F JT Stratford LLC 361 764 6,02 8 313 6,01
2025-08-11 13F Rothschild Investment Llc 11 760 0,46 270 0,37
2025-08-14 13F 1607 Capital Partners, LLC 3 054 687 5,01 70 197 4,99
2025-08-08 13F Family Firm, Inc. 92 479 1,99 2 125 1,97
2025-08-15 13F Great West Life Assurance Co /can/ 0 −100,00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 133 489 6,07 3 068 6,05
2025-08-04 13F Roble, Belko & Company, Inc 65 353 −15,03 2 0,00
2025-05-15 13F National Wealth Management Group, LLC 41 018 15,74 943 15,72
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 26 622 0,88 1
2025-08-14 13F Royal Bank Of Canada 3 926 135 −6,80 90 221 −6,82
2025-08-13 13F Lido Advisors, LLC 16 871 −1,48 388 −1,53
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-05-13 13F Landing Point Financial Group, LLC 0 −100,00 0
2025-07-21 13F Barrett & Company, Inc. 692 0,00 16 0,00
2025-07-09 13F Tounjian Advisory Partners, Llc 102 822 −0,45 2 363 −0,46
2025-08-08 13F Bailard, Inc. 1 359 378 −1,78 31 239 −1,80
2025-07-23 13F Wise Wealth Partners 67 406 −65,46 1 549 −65,48
2025-08-05 13F Lifeworks Advisors, LLC 996 931 6,00 22 909 5,97
2025-07-30 13F Pacific Wealth Management 664 451 −0,48 15 269 −0,50
2025-04-10 13F Crestmont Private Wealth LLC 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 470 245 −4,52 10 806 −4,48
2025-04-15 13F Skyline Advisors, Inc. 0 −100,00 0
2025-07-24 NP PLUSX - DWS Multi-Asset Moderate Allocation Fund Class A 41 466 4,45 944 3,29
2025-05-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-07-25 13F Allspring Global Investments Holdings, LLC 379 364 −6,47 8 718 −6,49
2025-08-01 13F Austin Private Wealth, LLC 81 481 0,36 1 872 0,32
2025-04-08 13F/A iA Global Asset Management Inc. 0 −100,00 0
2025-08-12 13F South Plains Financial, Inc. 8 500 0,00 195 0,00
2025-07-15 13F DSG Capital Advisors, LLC 219 644 −0,08 5 047 −0,10
2025-07-17 13F Johnson Bixby & Associates, LLC 1 034 689 1,82 23 777 1,80
2025-08-05 13F Crestwood Advisors Group LLC 3 459 919 2,24 79 508 2,22
2025-08-14 13F JPL Wealth Management, LLC 71 828 8,98 1 651 8,98
2025-08-06 13F Legacy Investment Solutions, LLC 224 0,00 5 0,00
2025-07-22 13F Ffg Retirement Advisors Llc 153 072 5,85 3 518 5,84
2025-07-18 13F TruNorth Capital Management, LLC 0 −100,00 0
2025-07-31 13F Burke & Herbert Bank & Trust Co 16 321 0,00 375 0,00
2025-07-28 13F Kiker Wealth Management, LLC 49 0,00 1 0,00
2025-08-04 13F Canton Hathaway, LLC 1 000 0,00 0
2025-08-07 13F Keystone Financial Services 17 132 7,13 394 7,08
2025-08-26 NP USAF - Atlas America Fund 25 884 −31,91 595 −31,96
2025-08-13 13F Acorns Advisers, LLC 1 084 912 −13,62 25 −14,29
2025-08-05 13F Magnolia Capital Advisors Llc 18 728 0,00 430 0,00
2025-05-15 13F Ashford Capital Management Inc 0 −100,00 0 −100,00
2025-08-14 13F Colony Group, LLC 120 063 59,61 2 759 59,66
2025-08-11 13F NewEdge Wealth, LLC 11 771 14,86 270 14,47
2025-07-24 13F Lokken Investment Group LLC 25 227 580
2025-08-13 13F Fisher Asset Management, LLC 19 637 74,57 451 74,81
2025-08-12 13F BlackRock, Inc. 12 043 222 8,32 276 753 8,30
2025-08-05 13F BCGM Wealth Management, LLC 15 573 −0,57 358 −0,56
2025-07-10 13F Klaas Financial Asset Advisors, LLC 424 266 0,62 9 750 0,60
2025-07-10 13F Shira Ridge Wealth Management 109 433 −6,14 2 515 −6,16
2025-08-06 13F Atlantic Union Bankshares Corp 1 775 41
2025-08-06 13F Stone House Investment Management, LLC 20 855 −29,58 479 −29,56
2025-08-11 13F Anfield Capital Management, LLC 510 390 −0,87 11 729 −0,90
2025-08-13 13F Idaho Trust Bank 140 035 −3,64 3 217 −3,71
2025-08-14 13F Kovitz Investment Group Partners, LLC 1 626 832 −0,49 37 385 −0,51
2025-05-13 13F Northwest & Ethical Investments L.P. 0 −100,00 0 −100,00
2025-07-11 13F Seacrest Wealth Management, Llc 12 623 0,00 290 0,00
2025-07-24 13F KC Investment Advisors, LLC 36 334 −36,96 835 −37,01
2025-07-11 13F Ullmann Financial Group, Inc. 171 306 −0,61 3 937 −0,63
2025-05-02 13F Litman Gregory Asset Management LLC 0 −100,00 0 −100,00
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0
2025-08-18 13F N.E.W. Advisory Services LLC 169 −50,00 4 −57,14
2025-08-14 13F Financial Network Wealth Advisors LLC 24 460 −4,06 562 −4,10
2025-06-23 NP ITDC - iShares LifePath Target Date 2035 ETF 113 983 17,13 2 631 19,71
2025-08-05 13F Strategic Financial Concepts, LLC 35 493 −82,23 824 −82,07
2025-07-07 13F Investors Research Corp 1 037 0,00 24 0,00
2025-08-11 13F Bellwether Advisors, LLC 13 353 −1,34 307 −1,61
2025-07-15 13F Fifth Third Bancorp 10 181 −83,50 234 −83,57
2025-05-15 13F BTG Pactual Asset Management US LLC 0 −100,00 0
2025-08-05 13F Mission Wealth Management, Lp 14 423 −29,49 331 −29,57
2025-07-25 13F Joel Adams & Associates, Inc. 0 −100,00 0
2025-08-13 13F Willis Johnson & Associates, Inc. 49 503 −0,20 1 138 −0,26
2025-07-16 13F BOS Asset Management, LLC 24 977 0,48 574 0,35
2025-07-30 13F DecisionMap Wealth Management, LLC 22 407 0,86 515 0,78
2025-07-24 13F Ronald Blue Trust, Inc. 71 779 −0,89 1 649 −0,90
2025-08-13 13F Gateway Wealth Partners, LLC 17 572 −29,02 404 −29,17
2025-05-14 13F PKS Advisory Services, LLC 0 −100,00 0
2025-07-24 13F JB Capital LLC 38 878 −1,05 893 −1,11
2025-08-13 13F Transce3nd, LLC 6 294 2,16 145 2,13
2025-08-08 13F Tortoise Investment Management, LLC 42 0,00 1
2025-07-29 13F Stableford Capital Ii Llc 26 634 0,00 607 −0,16
2025-05-16 13F Coordinated Financial Services, Inc./CO 133 455 104,64 3 067 108,50
2025-08-13 13F Rinkey Investments 18 057 −1,38 415 −1,43
2025-08-11 13F Independent Advisor Alliance 9 551 −8,73 219 −8,75
2025-08-14 13F GWM Advisors LLC 525 006 6,11 12 065 6,09
2025-05-05 13F Arcadia Wealth Management, LLC 0 −100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 425 232 0,16 9 772 0,13
2025-05-14 13F Susquehanna International Group, Llp Call 0 −100,00 0 −100,00
2025-08-06 13F Hoxton Planning & Management, LLC 43 453 −0,30 999 −0,30
2025-08-14 13F Evercore Wealth Management, LLC 0 −100,00 0
2025-07-23 13F Meitav Dash Investments Ltd 80 114 329,36 1 841 329,91
2025-06-18 NP NADMX - Nationwide Investor Destinations Moderate Fund Class A 434 851 −0,43 10 036 1,77
2025-07-30 13F Prosperity Financial Group, Inc. 0 −100,00 0
2025-08-04 13F Balentine LLC 24 117 −38,97 554 −38,99
2025-08-11 13F Copperleaf Capital, LLC 40 654 3,00 934 2,98
2025-07-09 13F HFG Wealth Management, LLC 35 764 7,20 822 7,31
2025-04-30 13F Genus Capital Management Inc. Put 0 −100,00 0 −100,00
2025-07-14 13F Sowell Financial Services LLC 172 012 −7,67 3 953 −7,71
2025-05-09 13F Comprehensive Financial Planning, Inc./PA 0 −100,00 0
2025-07-01 13F Stonehearth Capital Management, LLC 88 622 8,44 2 037 8,41
2025-07-28 13F Cutler Investment Counsel Llc 1 020 595 2,25 23 453 2,23
2025-08-08 13F Citizens Financial Group Inc/ri 29 451 93,10 677 93,14
2025-08-04 13F IFG Advisory, LLC 394 744 1,91 9 071 1,90
2025-07-18 13F Dogwood Wealth Management LLC 0 −100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 22 763 523
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 72 522 9,14 1 667 9,10
2025-07-31 13F Buckingham Strategic Partners 83 383 10,10 1 916 10,11
2025-04-17 13F Montecito Bank & Trust 506 980 −1,81 11 653 −1,79
2025-08-06 13F Rialto Wealth Management, LLC 26 038 −0,41 598 −0,33
2025-08-12 13F Farmers National Bank 44 065 11,53 1 013 11,45
2025-07-28 13F Rosenberg Matthew Hamilton 682 −88,04 16 −88,55
2025-08-11 13F Alteri Wealth LLC 39 934 −34,09 918 −34,12
2025-07-29 13F Stratos Wealth Partners, LTD. 126 328 23,96 2 903 23,95
2025-08-14 13F Glen Eagle Advisors, LLC 2 424 0,00 56 0,00
2025-07-25 13F LRI Investments, LLC 122 0,00 3 0,00
2025-08-08 13F Your Advocates Ltd., LLP 1 446 65,64 33 65,00
2025-08-14 13F CIBC World Markets Inc. 154 518 −1,02 3 551 −1,06
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 644 870 −28,98 14 819 −29,00
2025-07-10 13F Kozak & Associates, Inc. 76 0,00 2 0,00
2025-07-30 13F D.a. Davidson & Co. 35 064 3,94 806 3,87
2025-08-12 13F TCTC Holdings, LLC 2 158 0,00 50 0,00
2025-08-14 13F Mml Investors Services, Llc 2 283 396 7,69 52 8,33
2025-07-23 13F True Vision MN LLC 40 093 −2,31 921 −2,33
2025-07-08 13F Parallel Advisors, LLC 104 211 −2,74 2 395 −2,76
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial 399 952 0,49 9 191 0,46
2025-07-23 13F WestEnd Advisors, LLC 285 17,77 7 20,00
2025-06-23 NP ITDB - iShares LifePath Target Date 2030 ETF 65 850 52,36 1 520 55,79
2025-08-08 13F Kingsview Wealth Management, LLC 40 208 1,60 924 1,54
2025-04-07 13F GoalVest Advisory LLC 0 −100,00 0
2025-07-14 13F Abound Wealth Management 0 −100,00 0
2025-08-20 13F/A Coppell Advisory Solutions LLC 20 846 477
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3 313 17,19 76 18,75
2025-08-04 13F One Day In July LLC 95 056 0,32 2 184 0,32
2025-08-11 13F VSM Wealth Advisory, LLC 0 −100,00 0
2025-07-22 13F McNaughton Wealth Management, LLC 24 501 4,13 563 4,26
2025-05-15 13F Proquility Private Wealth Partners, LLC 244 786 15,97 5 626 16,00
2025-05-13 13F Bulltick Wealth Management, LLC 0 −100,00 0
2025-08-08 13F Financial Gravity Companies, Inc. 2 342 0,17 54 0,00
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service 104 203 −0,97 2 395 −0,99
2025-08-14 13F Ieq Capital, Llc 22 995 528
2025-08-19 13F Advisory Services Network, LLC 126 993 −15,49 2 898 −16,10
2025-07-24 13F Forefront Analytics, LLC 104 669 2 404
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 0 −100,00 0
2025-07-22 13F Merit Financial Group, LLC 1 745 592 50,33 40 114 50,30
2025-08-15 13F Strategic Investment Advisors / MI 479 632 11,82 11 013 11,71
2025-05-15 13F StoneX Group Inc. 0 −100,00 0 −100,00
2025-07-08 13F Range Financial Group LLC 21 950 26,04 504 26,00
2025-07-09 13F Christopher J. Hasenberg, Inc 1 050 0,00 24 0,00
2025-07-14 13F Clear Harbor Asset Management, LLC 36 625 −1,66 842 −1,75
2025-08-04 13F Lockheed Martin Investment Management Co 950 000 21 831
2025-08-15 13F WealthCollab, LLC 1 678 0,00 39 0,00
2025-07-10 13F Kmg Fiduciary Partners, Llc 58 556 6,16 1 346 6,16
2025-07-29 13F Shelter Mutual Insurance Co 111 150 5,61 2 554 5,62
2025-08-14 13F Capital Planning Advisors, LLC 863 045 −6,96 19 833 −6,98
2025-07-17 13F School Employees Retirement Board Of Ohio 1 092 059 −66,67 25 096 −66,67
2025-07-09 13F Dynamic Advisor Solutions LLC 188 531 0,46 4 332 0,44
2025-07-31 13F Wealthfront Advisers Llc 149 981 43,90 3 447 43,88
2025-08-12 13F Choate Investment Advisors 1 056 24
2025-07-25 13F Clarendon Private LLC 49 655 −6,27 1 141 −6,24
2025-08-15 13F Blue Edge Capital, LLC 99 325 −1,27 2 282 −1,30
2025-07-02 13F Dentgroup LLC 0 −100,00 0
2025-08-11 13F Pineridge Advisors LLC 232 0,87 5 0,00
2025-08-14 13F Bank of Marin 63 984 −0,48 1 470 −0,47
2025-08-12 13F Ascent Wealth Partners, LLC 64 274 0,48 1 477 0,48
2025-08-06 13F Wsfs Capital Management, Llc 46 909 15,16 1 078 15,06
2025-06-20 NP ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF 19 878 −92,65 459 −92,58
2025-08-08 13F Petix & Botte Co 19 209 −2,62 441 −2,65
2025-08-13 13F Northern Trust Corp 4 261 725 41,18 97 934 41,15
2025-05-15 13F FSA Wealth Management LLC 0 −100,00 0
2025-07-11 13F Deane Retirement Strategies, Inc. 5 564 0,32 128 0,00
2025-08-15 13F Kestra Advisory Services, LLC 448 993 −50,38 10 318 −50,39
2025-08-18 13F/A National Bank Of Canada /fi/ 337 644 23,62 7 750 23,79
2025-07-22 13F Fortitude Advisory Group L.L.C. 9 629 0,00 221 0,45
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-07-24 13F Eastern Bank 67 0,00 2 0,00
2025-07-31 13F TSA Wealth Managment LLC 92 781 5,00 2 132 4,97
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 542 12
2025-07-09 13F Alesco Advisors Llc 3 233 769 0,38 74 312 0,36
2025-08-05 13F NewSquare Capital LLC 1 0
2025-07-23 13F Citizens National Bank Trust Department 0 −100,00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 53 824 −8,42 1 237 −8,44
2025-08-14 13F Betterment LLC 27 707 15,52 1
2025-08-18 13F Geneos Wealth Management Inc. 794 108 71,13 18 249 71,05
2025-08-13 13F MONECO Advisors, LLC 24 202 −4,89 556 −4,79
2025-08-06 13F First Horizon Advisors, Inc. 22 884 −4,50 526 −4,55
2025-08-08 13F Thrive Capital Management, LLC 32 968 758
2025-07-25 13F Atria Wealth Solutions, Inc. 258 256 28,09 5 902 27,36
2025-08-06 13F Stokes Family Office, LLC 73 083 9,02 1 679 9,03
2025-08-12 13F Rhumbline Advisers 16 974 0,00 390 0,00
2025-08-13 13F Flow Traders U.s. Llc 425 888 26,64 10 28,57
2025-08-12 13F Adventist Health System Sunbelt Healthcare Corp 13 972 0,11 321 0,00
2025-08-13 13F Vertex Planning Partners, LLC 9 277 213
2025-08-12 13F Insigneo Advisory Services, Llc 8 942 −42,05 205 −42,09
2025-08-07 13F Allworth Financial LP 21 800 266 1,25 500 970 1,78
2025-07-18 13F Trilogy Capital Inc. 1 975 139 10,36 45 389 10,33
2025-07-18 13F Brueske Advisory Services, LLC 1 099 424 −2,94 25 265 −2,96
2025-08-07 13F Nwam Llc 9 705 −57,32 221 −57,66
2025-08-12 13F Proequities, Inc. 0 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 256 538 −18,93 5 897 −18,91
2025-07-23 13F Element Wealth, LLC 186 614 −1,47 4 288 −1,49
2025-08-06 13F Columbia River Financial Group, LLC 9 173 0,46 0
2025-08-04 13F Kovack Advisors, Inc. 15 715 361
2025-07-24 13F Blair William & Co/il 21 403 −12,15 492 −12,16
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-01 13F Bessemer Group Inc 1 723 0
2025-08-06 13F Hallmark Capital Management Inc 0 −100,00 0
2025-07-15 13F Mather Group, Llc. 187 833 −6,98 4 316 −7,00
2025-07-28 13F BRYN MAWR TRUST Co 395 887 −6,69 9 097 −6,71
2025-04-17 13F Monticello Wealth Management, Llc 0 −100,00 0
2025-08-14 13F Scott Marsh Financial, LLC 56 095 1 289
2025-08-14 13F Hirtle Callaghan & Co LLC 101 273 −4,42
2025-08-14 13F Seven Mile Advisory 12 043 1,71 277 1,47
2025-07-08 13F Arlington Trust Co LLC 441 0,00 10 0,00
2025-08-05 13F Fourth Dimension Wealth, LLC 13 756 9,30 316 9,34
2025-07-24 13F Drucker Wealth 3.0, LLC 79 171 1 805
2025-07-24 13F Robertson Stephens Wealth Management, LLC 400 268 34,71 9 198 34,69
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 64 464 4,18 1 481 4,15
2025-08-06 13F Wedbush Securities Inc 29 786 −9,14 1
2025-08-07 13F Sollinda Capital Management LLC 140 821 5,29 3 236 5,27
2025-08-19 13F Cape Investment Advisory, Inc. 5 444 31,53 125 31,58
2025-08-07 13F Americana Partners, LLC 21 272 −0,50 489 −0,61
2025-08-11 13F Regal Investment Advisors LLC 148 294 1,17 3 408 1,13
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. 666 851 0,15 15 324 0,15
2025-07-01 13F Harbor Investment Advisory, Llc 40 0,00 1
2025-08-14 13F Bank Of America Corp /de/ 321 504 611 2,80 7 388 176 2,78
2025-07-29 13F Signature Estate & Investment Advisors Llc 52 176 6,28 1 199 6,29
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-07-09 13F Heritage Family Offices, LLP 18 814 0,00 431 −0,23
2025-08-14 13F Nepc Llc 487 077 11 193
2025-07-24 13F Financial Connections Group, Inc. 697 0,87 0
2025-07-09 13F WealthCare Investment Partners, LLC 163 940 8,24 3 735 8,55
2025-04-30 13F Axxcess Wealth Management, Llc 0 −100,00 0
2025-07-10 13F Tompkins Financial Corp 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 121 013 −5,05 2 781 −5,09
2025-07-18 13F Client 1st Advisory Group, Llc 43 152 −17,41 992 −17,42
2025-07-18 13F Swp Financial Llc 83 865 0,61 1 927 0,57
2025-08-12 13F BlueStem Wealth Partners, LLC 1 100 512 −33,60 25 290 −33,61
2025-08-07 13F Donaldson Capital Management, Llc 0 −100,00 0
2025-08-14 13F Fmr Llc 9 126 229 −31,03 209 721 −31,05
2025-07-22 13F Berger Financial Group, Inc 8 827 −3,09 203 −3,35
2025-08-13 13F Gibbs Wealth Management 846 789 19 459
2025-08-14 13F MidWestOne Financial Group, Inc. 14 172 −0,90 326 −0,91
2025-08-06 13F Modera Wealth Management, LLC 9 395 −10,88 216 −11,16
2025-08-19 13F Asset Dedication, LLC 692 1 770,27 16
2025-07-16 13F Cahaba Wealth Management, Inc. 33 427 0,89 768 0,92
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 800 183 12,97 18 388 12,95
2025-07-25 13F Hazlett, Burt & Watson, Inc. 113 0,00 0
2025-06-23 NP ITDF - iShares LifePath Target Date 2050 ETF 2 162 50
2025-07-11 13F Caldwell Securities, Inc 300 18,11 7 20,00
2025-08-14 13F Aprio Wealth Management, LLC 12 335 −22,22 283 −22,25
2025-08-11 13F Inspire Advisors, LLC 43 341 −0,58 996 −0,60
2025-07-24 13F MSH Capital Advisors LLC 14 226 43,10 327 42,98
2025-08-12 13F State Farm Mutual Automobile Insurance Co 467 042 327,16 10 733 327,06
2025-08-05 13F Transatlantique Private Wealth Llc 63 891 26,32 1 468 26,33
2025-07-31 13F Leavell Investment Management, Inc. 27 819 −18,34 639 −18,29
2025-07-22 13F Mascoma Wealth Management LLC 462 0,00 11 0,00
2025-08-15 13F Tower Research Capital LLC (TRC) 8 301 −98,25 191 −98,25
2025-08-05 13F Cherry Tree Wealth Management, LLC 2 006 0,00 46 0,00
2025-05-09 13F Prime Buchholz LLC 0 −100,00 0
2025-07-29 13F International Assets Investment Management, Llc 14 698 23,53 338 23,44
2025-08-14 13F Horizon Investments, LLC 84 940 3 966,06 1 941 4 027,66
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial 97 269 41,07 2 235 41,10
2025-08-13 13F West Wealth Group, LLC 21 253 −8,93 488 −9,14
2025-07-15 13F MCF Advisors LLC 4 140 823 −15,17 95 156 −15,19
2025-07-28 13F Mutual Advisors, LLC 309 453 −7,82 7 051 −8,37
2025-08-07 13F Resources Investment Advisors, LLC. 45 310 −4,83 1 041 −4,84
2025-08-08 13F Cetera Investment Advisers 3 914 799 8,09 89 962 8,06
2025-08-12 13F Financial Advocates Investment Management 945 646 7,27 21 731 7,12
2025-07-30 13F Brookstone Capital Management 80 176 −0,70 1 842 −0,70
2025-08-14 13F Brasada Capital Management, Lp 33 014 −26,99 752 −27,20
2025-08-07 13F Apeiron RIA LLC 18 669 24,22 429 24,35
2025-05-30 NP ERNZ - TrueShares Active Yield ETF 5 858 −28,93 135 −29,10
2025-05-15 13F Fwl Investment Management, Llc 0 −100,00 0
2025-08-11 13F Mill Creek Capital Advisors, LLC 4 313 138 81,95 99 116 81,91
2025-08-11 13F United Capital Financial Advisers, Llc 7 832 116 −3,61 179 982 −3,65
2025-07-21 13F Triad Wealth Partners, LLC 116 312 26,26 2 673 26,22
2025-07-30 13F Phoenix Holdings Ltd. 491 047 −4,34 11 277 −4,33
2025-08-14 13F Financial Engines Advisors L.L.C. 236 835 −30,99 5 442 −31,01
2025-07-15 13F Financial Partners Group, Inc 30 578 0,88 703 0,86
2025-08-07 13F Commerce Bank 1 176 832 −16,15 27 044 −16,17
2025-08-11 13F One Capital Management, LLC 11 290 259
2025-08-14 13F Bnp Paribas Arbitrage, Sa 91 034 99,20 2 092 99,14
2025-08-14 13F Modern Wealth Management, LLC 584 174 2,23 13 421 2,18
2025-08-05 13F Plante Moran Financial Advisors, LLC 0 −100,00 0
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 4 802 −6,38 110 −5,98
2025-05-12 13F First Western Trust Bank 0 −100,00 0
2025-08-13 13F Rsm Us Wealth Management Llc 55 504 −18,98 1 275 −19,00
2025-08-11 13F FineMark National Bank & Trust 17 372 1,71 399 1,79
2025-06-03 13F Invst, LLC 29 162 −21,84 670 −21,82
2025-07-21 13F Ascent Group, LLC 186 603 −1,26 4 288 −1,27
2025-08-01 13F Envestnet Asset Management Inc 74 588 153 0,63 1 714 024 0,61
2025-07-25 13F Northwest Capital Management Inc 252 0,00 6 0,00
2025-08-05 13F Sigma Planning Corp 0 −100,00 0
2025-08-01 13F Schmidt P J Investment Management Inc 844 293 −20,16 19 402 −20,18
2025-08-06 13F Vantage Financial Partners, LLC 234 512 −28,62 5 389 −28,63
2025-08-07 13F Topel & Distasi Wealth Management, LLC 559 527 1,02 12 858 0,99
2025-07-16 13F Highline Wealth Partners Llc 238 126 26,81 5 472 26,78
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 5 042 513 0,65 115 877 0,63
2025-08-05 13F Dynasty Wealth Management, Llc 106 191 −32,61 2 440 −32,62
2025-07-22 13F Miracle Mile Advisors, LLC 71 557 −15,84 1 644 −15,86
2025-07-14 13F Farmers & Merchants Investments Inc 807 19
2025-07-31 13F Jordan Park Group LLC 20 987 708 13,89 482 298 13,86
2025-08-08 13F Avantax Advisory Services, Inc. 237 437 −3,41 5 456 −3,43
2025-08-04 13F Assetmark, Inc 22 476 986 1,88 516 521 1,86
2025-08-14 13F Goldman Sachs Group Inc 469 934 46,60 10 799 46,57
2025-07-23 13F Optas, LLC 367 790 −5,91 8 452 −5,93
2025-07-29 13F Schubert & Co 0 −100,00 0 −100,00
2025-07-30 13F Privium Fund Management (UK) Ltd 0 −100,00 0
2025-08-05 13F Tiaa Trust, National Association 30 751 087 17 484,21 705 040 17 442,65
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 44 321 311,56 1 014 313,88
2025-04-21 13F Premier Path Wealth Partners, LLC 0 −100,00 0
2025-07-10 13F Stonekeep Investments, LLC 170 865 15,45 3 926 15,44
2025-08-01 13F Transcend Wealth Collective, Llc 17 114 −11,12 393 −11,09
2025-08-13 13F Fairtree Asset Management (Pty) Ltd 279 555 9,60 6 424 9,59
2025-08-11 13F Private Advisor Group, LLC 622 534 −15,94 14 306 −15,96
2025-08-27 13F Seneca Financial Advisors LLC 902 112 10,59 20 731 10,57
2025-07-15 13F Td Private Client Wealth Llc 6 389 947 4,68 146 841 4,65
2025-07-24 13F Morton Brown Family Wealth, LLC 113 0,00 3 0,00
2025-07-17 13F Keystone Global Partners, LLC 214 064 64,34 4 919 64,30
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-04-22 13F Advisor Resource Council 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 2 911 651 59,57 66 919 59,52
2025-07-21 13F Syntax Research, Inc. 22 393 −2,46 515 −2,47
2025-08-13 13F Cerity Partners LLC 995 618 109,74 22 703 108,09
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-08-15 13F High Falls Advisors, Inc 63 896 −15,53 1 468 −15,54
2025-08-14 13F Arete Wealth Advisors, LLC 48 606 0,90 1 0,00
2025-08-11 13F Strategic Wealth Partners, Ltd. 1 453 33
2025-07-31 13F Asset Management One Co., Ltd. 382 000 8 778
2025-08-08 13F ERTS Wealth Advisors, LLC 635 433 −33,08 14 602 −33,09
2025-08-13 13F Congress Wealth Management LLC / DE / 269 152 4,23 6 185 4,21
2025-08-14 13F Wells Fargo & Company/mn 1 717 608 4,38 39 471 4,35
2025-07-22 13F DAVENPORT & Co LLC 23 321 −7,10 536 −7,12
2025-07-31 13F Jackson Hole Capital Partners, LLC 824 0,00 19 0,00
2025-05-09 13F Empower Advisory Group, LLC 0 −100,00 0 −100,00
2025-07-10 13F Exchange Traded Concepts, Llc 6 472 149
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 1 260 256 19,18 28 961 19,15
2025-07-24 13F MA Private Wealth 98 629 4,32 2 266 4,28
2025-08-07 13F Shared Vision Wealth Group LLC 158 033 35,03 3 606 34,05
2025-08-07 13F Cahill Financial Advisors Inc 19 771 0,03 454 0,00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1 081 505 22,42 25 20,00
2025-08-01 13F Yukon Wealth Management, Inc. 64 814 −44,24 1 489 −44,25
2025-08-14 13F Tennessee Valley Asset Management Partners 0 −100,00 0
2025-07-11 13F/A Umb Bank N A/mo 33 971 0,00 781 0,00
2025-07-29 13F Empirical Asset Management, LLC 25 829 3,64 594 3,67
2025-07-18 13F Access Financial Services, Inc. 203 708 2,87 4 681 2,86
2025-07-14 13F AdvisorNet Financial, Inc 86 248 −61,48 1 982 −61,50
2025-07-18 13F BCU Wealth Advisors, LLC 9 410 −4,03 216 −4,00
2025-07-18 13F Union Bancaire Privee, UBP SA 952 −15,45 22 −16,00
2025-08-06 13F AE Wealth Management LLC 2 403 221 6,73 55 226 6,71
2025-07-24 13F Standard Life Aberdeen plc 12 691 −4,62 292 −4,59
2025-07-24 13F Nationwide Fund Advisors 1 174 083 −4,49 26 980 −4,52
2025-05-07 13F Spectrum Wealth Counsel, LLC 47 424 9,44 1 090 9,55
2025-07-28 13F Sterling Financial Planning, Inc. 178 923 0,60 4 112 0,56
2025-08-06 13F Black Swift Group, LLC 0 −100,00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 39 666 1,17 912 1,11
2025-08-04 13F Bristlecone Advisors, LLC 0 −100,00 0
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service 319 224 34,58 7 336 34,54
2025-07-23 13F Prime Capital Investment Advisors, LLC 2 036 185 −65,97 46 792 −65,98
2025-08-14 13F LifePlan Investment Advisors, Inc. 12 600 19,05 290 18,93
2025-08-13 13F ARGI Investment Services, LLC 511 996 0,08 11 766 0,06
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-06 13F SOUTH STATE Corp 809 373,10 19 500,00
2025-08-12 13F O'shaughnessy Asset Management, Llc 145 −38,56 3 −40,00
2025-08-04 13F Simon Quick Advisors, Llc 255 921 1 914,65 5 881 1 920,96
2025-08-14 13F Integrity Wealth Advisors, Inc. 51 167 2,43 1 176 2,35
2025-07-10 13F Anderson Hoagland & Co 58 347 −13,83 1 341 −13,38
2025-07-25 13F NorthRock Partners, LLC 126 0,80 3 0,00
2025-04-29 13F Financial Network Wealth Management LLC 155 854 −1,52 4 0,00
2025-07-16 13F Magnus Financial Group LLC 9 770 −20,59 225 −20,57
2025-08-01 13F Rossby Financial, LCC 23 297 −14,32 535 −14,13
2025-08-14 13F UBS Group AG 5 965 054 4,08 137 077 4,06
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-13 13F BCJ Capital Management, LLC 71 499 −8,57 1 643 −8,57
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 45 089 0,89 1 036 0,88
2025-07-22 13F Bay Harbor Wealth Management, LLC 43 336 5,77 996 5,74
2025-07-24 13F Us Bancorp \de\ 1 549 898 −8,33 35 617 −8,35
2025-08-11 13F Theory Financial Llc 11 882 25,32 271 24,88
2025-08-12 13F Park Square Financial Group, LLC 24 0,00 1
2025-08-12 13F GDS Wealth Management 11 272 0,62 259 0,78
2025-08-14 13F Federation des caisses Desjardins du Quebec 989 0,00 23 0,00
2025-08-14 13F Mariner, LLC 427 991 −28,86 9 835 −28,87
2025-08-13 13F EverSource Wealth Advisors, LLC 3 061 −22,84 70 −23,08
2025-07-16 13F True North Advisors, LLC 462 344 −33,41 10 625 −33,43
2025-08-06 13F Genus Capital Management Inc. 1 672 954 112,52 38 444 112,53
2025-08-12 13F Bokf, Na 0 −100,00 0
2025-07-23 13F Sachetta, LLC 0 −100,00 0
2025-08-12 13F Franklin Resources Inc 67 737 166,56 1 557 166,44
2025-08-12 13F Archer Investment Corp 148 −84,07 3 −85,71
2025-07-23 13F Kingswood Wealth Advisors, Llc 25 374 2,40 583 2,46
2025-04-11 13F Davis Capital Management 208 0,00 5 0,00
2025-07-16 13F Meyer Handelman Co 13 131 11,36 302 11,07
2025-07-30 13F MEMBERS Trust Co 16 952 −6,94 390 −6,94
2025-08-12 13F Founders Financial Alliance, LLC 2 602 −38,15 60 −38,54
2025-08-11 13F PAX Financial Group, LLC 40 979 −12,08 942 −12,14
2025-08-13 13F WCG Wealth Advisors LLC 18 170 10,27 418 10,32
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 520 0,97 12 0,00
2025-07-10 13F NorthCrest Asset Manangement, LLC 91 429 14,38 2 083 13,34
2025-08-08 13F Larson Financial Group LLC 570 0,00 13 0,00
2025-05-09 13F Campbell Capital Management Inc 0 −100,00 0
2025-08-13 13F SageView Advisory Group, LLC 14 698 −5,88 334 −6,70
2025-08-12 13F Waterloo Capital, L.P. 38 011 −31,97 873 −32,01
2025-07-28 13F Cypress Wealth Services, LLC 21 718 −1,74 499 −1,77
2025-08-13 13F Bernardo Wealth Planning LLC 545 358 −1,62 13 0,00
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 77 013 −0,66 1 770 −0,67
2025-07-31 13F Dodds Wealth, LLC 2 134 027 105,83 49 040 105,78
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class 909 877 −4,03 20 909 −4,05
2025-08-08 13F Phoenix Wealth Advisors 369 314 5,61 8 487 5,59
2025-08-05 13F Huntington National Bank 100 −1,00
2025-07-21 13F Matauro, Llc 29 587 −31,99 680 −32,03
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 23 982 −2,26 551 −2,13
2025-07-18 13F Wetzel Investment Advisors, Inc. 193 020 4 436
2025-07-28 13F Jordan Park Trust Co LLC 84 001 1,92 1 930 1,90
2025-05-08 13F Baker Avenue Asset Management, LP 0 −100,00 0
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Keebeck Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Advisor OS, LLC 15 702 52,67 361 52,54
2025-08-14 13F Main Street Financial Solutions, LLC 15 310 0,84 352 0,86
2025-08-14 13F Stonehaven Wealth & Tax Solutions, Llc 56 097 5,20 1 289 5,22
2025-07-16 13F Novem Group 132 908 2,54 3 054 2,52
2025-07-24 13F Trust Co Of Toledo Na /oh/ 3 087 71
2025-08-14 13F IHT Wealth Management, LLC 22 555 6,16 518 6,15
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 1 091 570 −18,26 25 084 −18,09
2025-08-12 13F Blueprint Financial Advisors LLC 104 840 −72,80 2 409 −72,80
2025-07-16 13F Signature Resources Capital Management, LLC 6 263 −19,33 144 −19,66
2025-08-06 13F Decker Retirement Planning Inc. 1 881 0,00 43 0,00
2025-08-01 13F Redwood Park Advisors LLC 3 647 0,19 84 0,00
2025-08-14 13F Financial Advisory Service, Inc. 3 165 235,63 73 242,86
2025-07-17 13F Peoples Financial Services Corp. 619 0,00 14 0,00
2025-08-18 13F Castleark Management Llc 3 258 099 −20,14 74 871 −20,16
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-29 13F Foster & Motley Inc 32 075 −12,69 1
2025-06-18 NP NDCAX - Nationwide Investor Destinations Conservative Fund Class A 359 496 −1,07 8 297 1,12
2025-08-08 13F Security Financial Services, INC. 13 587 −0,43 312 −0,32
2025-05-07 13F FourThought Financial Partners, LLC 0 −100,00 0
2025-07-17 13F Albion Financial Group /ut 7 000 0,00 161 0,00
2025-07-10 13F Sharkey, Howes & Javer 119 767 3,38 2 752 3,38
2025-08-04 13F Atria Investments Llc 273 007 −42,97 6 274 −42,99
2025-07-21 13F Pflug Koory, LLC 4 953 0,00 114 0,00
2025-08-13 13F Mount Yale Investment Advisors, LLC 22 511 86,27 517 86,64
2025-07-09 13F Intelligence Driven Advisers, LLC 46 133 −25,94 1 060 −25,93
2025-07-30 13F Blume Capital Management, Inc. 1 754 40
2025-08-14 13F KKM Financial LLC 36 495 2,79 838 3,97
2025-08-14 13F Wick Capital Partners, LLC 0 −100,00 0
2025-07-25 13F ONE Advisory Partners, LLC 24 679 14,58 562 13,33
2025-07-14 13F Foster Group, Inc. 1 620 333 −1,50 37 235 −1,52
2025-07-16 13F Leading Edge Financial Planning LLC 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 89 850 −18,23 2 065 −18,26
2025-07-28 13F Sagespring Wealth Partners, Llc 22 942 57,96 527 58,26
2025-08-04 13F Keybank National Association/oh 0 −100,00 0
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class 1 196 779 −6,79 27 502 −6,81
2025-08-27 13F/A Brinker Capital Investments, LLC 103 994 −59,46 2 390 −59,48
2025-08-07 13F Prudent Man Investment Management, Inc. 575 0,00 13 0,00
2025-07-23 13F Columbus Macro, LLC 16 671 16,60 383 16,77
2025-07-17 13F Spartan Planning & Wealth Management 38 861 −81,62 893 −81,62
2025-07-18 13F Precision Wealth Strategies, LLC 38 763 891
2025-07-15 13F Compagnie Lombard Odier SCmA 393 030 7,95 9 032 7,92
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 590 0,00 14 0,00
2025-08-14 13F Mercer Global Advisors Inc /adv 371 231 −6,88 8 531 −6,91
2025-08-01 13F Motco 85 −97,14 2 −98,53
2025-08-07 13F Summit X, LLC 30 671 −3,07 705 −3,16
2025-07-23 13F Eagle Rock Investment Company, Llc 10 175 0,00 234 0,00
2025-07-17 13F Fifth Third Securities, Inc. 105 961 −28,59 2 435 −28,62
2025-08-13 13F Hsbc Holdings Plc 225 334 −0,35 5 178 −0,37
2025-08-15 13F Equitable Holdings, Inc. 771 981 10,44 17 740 10,42
2025-08-14 13F Cardiff Park Advisors, Llc 55 1
2025-07-24 13F IFP Advisors, Inc 26 764 −8,67 615 −8,62
2025-08-14 13F Prudent Investors Network 13 431 −11,67 309 −11,75
2025-07-31 13F Fedenia Advisers LLC 50 766 1,10 1 167 1,04
2025-07-24 13F McKinley Carter Wealth Services, Inc. 1 928 333 1,55 44 313 1,53
2025-08-13 13F Kilter Group LLC 1 806 41
2025-08-08 13F Itau Unibanco Holding S.A. 911 128 −80,51 20 938 19 467,29
2025-08-04 13F Integrity Alliance, Llc. 545 786 −22,02 12 542 −22,04
2025-08-06 13F Csenge Advisory Group 29 269 −5,71 666 −5,93
2025-07-23 13F Clear Creek Financial Management, LLC 434 605 −24,48 9 987 −24,50
2025-07-25 13F Concord Wealth Partners 450 −63,56 10 −64,29
2025-07-29 13F Interactive Financial Advisors 188 810 −5,65 4 339 −5,68
2025-07-23 13F Indiana Trust & Investment Management CO 2 264 0,00 52 0,00
2025-08-08 13F Wealth Alliance 17 756 28,31 408 28,30
2025-07-30 13F Patten Group, Inc. 14 254 −22,41 328 −22,51
2025-08-11 13F Cornerstone Planning Group LLC 1 964 −13,82 45 −11,76
2025-08-04 13F Center for Financial Planning, Inc. 5 0
2025-07-10 13F Piscataqua Savings Bank 2 607 −25,66 60 −26,25
2025-08-12 13F CIBC Private Wealth Group, LLC 19 206 188,16 441 190,13
2025-06-23 NP ITDD - iShares LifePath Target Date 2040 ETF 67 461 22,56 1 557 25,28
2025-04-17 13F RHS Financial, LLC 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 352 428 54,94 8 099 54,93
2025-08-08 13F Glassman Wealth Services 0 −100,00 0
2025-08-29 13F Centaurus Financial, Inc. 4 402 −0,02 0
2025-08-01 13F Logan Capital Management Inc 54 0,00 1 0,00
2025-07-22 13F Net Worth Advisory Group 111 147 199,89 2 554 200,12
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 25 048 499 5,99 570 605 5,04
2025-07-31 13F/A Avion Wealth 2 038 0,00 0
2025-07-17 13F Peavine Capital, Llc 0 −100,00 0
2025-07-23 13F Proffitt & Goodson Inc 7 606 1,78 175 1,75
2025-08-14 13F Snowden Capital Advisors LLC 45 403 −13,47 1 043 −13,44
2025-08-04 13F Spire Wealth Management 49 492 −25,03 1 137 −25,05
2025-07-22 13F Aspire Private Capital, LLC 9 836 10,54 226 10,78
2025-07-10 13F Focus Financial Network, Inc. 12 088 0,59 278 0,36
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 289 674 −10,69 6 657 −10,72
2025-08-14 13F Ubs Asset Management Americas Inc 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 16 697 −37,13 384 −37,21
2025-07-11 13F LongView Wealth Management 29 343 −29,57 674 −29,57
2025-08-14 13F/A Rockefeller Capital Management L.P. 1 014 634 −15,30 23 316 −15,32
2025-08-07 13F CENTRAL TRUST Co 34 058 3,00 783 3,03
2025-08-04 13F Creekmur Asset Management LLC 146 3
2025-08-11 13F CFS Investment Advisory Services, LLC 77 628 −9,25 2 0,00
2025-07-24 13F Costello Asset Management, INC 11 324 0,86 260 0,78
2025-07-31 13F WFA Asset Management Corp 0 −100,00 0
2025-07-18 13F Truist Financial Corp 69 120 041 −0,65 1 588 379 −0,67
2025-07-21 13F Catalina Capital Group, LLC 115 937 −1,95 2 664 −1,95
2025-07-14 13F Kfg Wealth Management, Llc 10 277 236
2025-08-27 NP HCUSX - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares 11 042 200 1 517,10 253 750 1 516,75
2025-08-12 13F Jpmorgan Chase & Co 40 314 805 7,45 926 434 7,42
2025-08-12 13F Richmond Investment Services, LLC 42 884 985
2025-08-27 13F Barnes Wealth Management Group, Inc 12 795 7,37 294 7,69
2025-08-14 13F Transamerica Financial Advisors, Inc. 0 −100,00 0
2025-08-14 13F AllSquare Wealth Management LLC 1 815 0,00 42 0,00
2025-05-02 13F Invera Wealth Advisors, LLC 28 563 8,31 657 11,00
2025-07-24 NP SPDAX - DWS Multi-Asset Conservative Allocation Fund Class A 202 072 −3,49 4 599 −4,49
2025-07-30 13F Wallace Advisory Group, LLC 25 433 0,65 585 0,69
2025-08-13 13F Jones Financial Companies Lllp 225 098 33,02 5 155 32,84
2025-05-02 13F Midwest Heritage Bank, FSB 0 −100,00 0
2025-05-09 13F Kickstand Ventures, Llc. 0 −100,00 0
2025-07-31 13F Cadinha & Co Llc 25 263 −0,53 581 −0,51
2025-07-31 13F Cosner Financial Group, LLC 74 842 0,00 1 720 −0,06
2025-08-27 NP WASAX - Ivy Asset Strategy Fund Class A 1 515 325 91,62 34 822 91,58
2025-08-15 13F Keel Point, LLC 233 576 44,65 5 368 44,62
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-07-23 13F Heck Capital Advisors, LLC 1 318 734 3,31 30 304 3,29
2025-07-08 13F Apella Capital, LLC 0 −100,00 0
2025-08-14 13F Clifford Group, LLC 35 863 3,25 824 3,26
2025-09-15 13F/A Migdal Insurance & Financial Holdings Ltd. 13 939 −48,83 0
2025-08-12 13F AlphaCore Capital LLC 362 −91,41 8 −91,67
2025-08-11 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2025-07-16 13F Register Financial Advisors LLC 276 0,00 6 0,00
2025-07-25 13F We Are One Seven, LLC 15 027 38,01 345 38,00
2025-07-30 13F Avidian Wealth Solutions, LLC 10 418 9,92 239 10,14
2025-08-12 13F Coldstream Capital Management Inc 586 222 1,46 13 471 1,44
2025-08-06 13F Summit Wealth Group, LLC 72 418 −1,62 2 0,00
2025-08-26 NP Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 329 317 32,99 7 568 32,96
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-07-30 13F Whittier Trust Co 1 918 0,00 44 0,00
2025-05-15 13F TRUE Private Wealth Advisors 0 −100,00 0
2025-08-08 13F Croban 104 669 205,26 2 404 205,46
Other Listings
MX:GOVT
CL:GOVT
CL:GOVTCL
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista