IJR - iShares Trust - iShares Core S&P Small-Cap ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

iShares Trust - iShares Core S&P Small-Cap ETF
US ˙ ARCA ˙ US4642878049

Grundläggande statistik
Institutionella ägare 2613 total, 2603 long only, 3 short only, 7 long/short - change of −1,17% MRQ
Genomsnittlig portföljallokering 1.0312 % - change of −3,80% MRQ
Institutionella aktier (lång) 569 782 640 (ex 13D/G) - change of 19,14MM shares 3,48% MRQ
Institutionellt värde (lång) $ 56 759 008 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares Core S&P Small-Cap ETF (US:IJR) har 2613 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 569,782,640 aktier. Största aktieägare inkluderar Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Kingstone Capital Partners Texas, LLC, Morgan Stanley, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Fmr Llc, LPL Financial LLC, Raymond James Financial Inc, and Laurel Wealth Advisors LLC .

iShares Trust - iShares Core S&P Small-Cap ETF (ARCA:IJR) 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 12, 2025 is 118,46 / share. Previously, on September 13, 2024, the share price was 114,35 / share. This represents an increase of 3,59% over that period.

IJR / iShares Trust - iShares Core S&P Small-Cap 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.

IJR / iShares Trust - iShares Core S&P Small-Cap 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
(%)
2025-03-21 13F Prostatis Group LLC 0 −100,00 0 −100,00
2025-07-30 13F Financial Perspectives, Inc 4 832 0,50 528 5,18
2025-08-11 13F Vanguard Group Inc 28 337 −1,54 3 097 2,89
2025-08-15 13F Truefg, Llc 211 389 3,96 23 103 8,65
2025-07-23 13F Gerber, Llc 2 740 0,00 299 4,55
2025-07-07 13F Retirement Wealth Solutions LLC 2 0,00 0
2025-07-31 13F/A Interchange Capital Partners, LLC 14 757 3,05 1 613 7,68
2025-08-14 13F Vista Investment Management 42 735 0,48 4 670 5,01
2025-07-17 13F Coastline Trust Co 24 494 −32,50 2 677 −29,47
2025-08-13 13F Beacon Pointe Advisors, LLC 143 437 −4,66 15 676 −0,36
2025-07-16 13F Evergreen Private Wealth LLC 239 0,00 26 8,33
2025-07-30 13F Birch Hill Investment Advisors LLC 240 394 −10,05 26 273 −5,99
2025-08-07 13F Cvfg Llc 3 745 −0,24 409 4,34
2025-08-14 13F Valley Financial Group, Inc. 16 200 7,81 1 770 12,67
2025-08-14 13F Tudor Financial Inc. 10 050 −16,61 1 098 −12,86
2025-08-12 13F Fca Corp /tx 1 933 0,00 211 4,46
2025-08-04 13F REDW Wealth LLC 2 260 −2,80 247 1,23
2025-08-08 13F Larson Financial Group LLC 7 566 −19,55 827 −15,97
2025-08-15 13F WFA of San Diego, LLC 7 411 1,37 810 −5,38
2025-07-09 13F Southern Style Financial, Inc. 0 −100,00 0
2025-08-12 13F Stelac Advisory Services LLC 6 561 0,00 717 4,52
2025-04-17 13F Life Planning Partners, Inc 0 −100,00 0 −100,00
2025-08-14 13F SummitTX Capital, L.P. 61 446 6 715
2025-08-13 13F North Berkeley Wealth Management, LLC 16 434 25,11 1 796 30,81
2025-07-28 13F Frazier Financial Advisors, LLC 147 25,64 16 33,33
2025-08-14 13F Paragon Private Wealth Management, LLC 55 253 23,96 6 039 29,54
2025-07-29 13F BKD Wealth Advisors, LLC 138 005 −2,04 15 083 2,38
2025-08-05 13F AAFCPAs Wealth Management, LLC 13 030 −39,43 1 424 −36,68
2025-06-27 13F/A Goldman Sachs Group Inc Put 0 −100,00 0 −100,00
2025-08-01 13F Redmond Asset Management, LLC 2 934 −22,15 321 −18,78
2025-08-14 13F LaSalle St. Investment Advisors, LLC 35 117 −8,11 4 0,00
2025-08-01 13F Banco Santander, S.A. 0 −100,00 0
2025-08-14 13F Df Dent & Co Inc 0 −100,00 0
2025-07-01 13F Park National Corp /oh/ 2 299 251
2025-08-07 13F 49 Wealth Management, Llc 0 −100,00 0
2025-08-14 13F Alliancebernstein L.p. 478 776 2,46 52 325 7,09
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 304 207 0,00 32 054 −5,74
2025-07-09 13F Veracity Capital LLC 25 174 9,45 2 751 14,39
2025-07-15 13F Optima Capital Llc 28 400 7,35 3 104 12,18
2025-07-30 13F Canvas Wealth Advisors, LLC 89 177 7,15 10 059 25,03
2025-07-30 13F Klingenstein Fields & Co Lp 10 649 6,69 1 164 11,51
2025-07-25 13F Pathway Financial Advisors LLC 159 800 45,55 17 464 52,11
2025-07-17 13F Montis Financial, LLC 24 641 0,93 2 693 5,49
2025-08-08 13F Carl P. Sherr & Co., LLC 37 689 3,76 4 119 8,43
2025-07-21 13F Hudson Valley Investment Advisors Inc /adv 4 261 1,02 466 5,44
2025-05-02 13F Napatree Capital Llc 18 284 7,95 1 912 −2,05
2025-07-17 13F Charles Schwab Trust Co 27 220 0,03 2 975 4,53
2025-08-11 13F Performa Ltd (US), LLC 59 150 13,06 6 465 18,17
2025-04-22 13F Veridan Wealth LLC 17 293 11,91 1 808 0,17
2025-07-30 13F Green Square Capital Advisors Llc 7 854 6,65 858 11,43
2025-07-31 13F Carrera Capital Advisors 15 309 −21,16 1 673 −17,59
2025-08-05 13F Alexander Randolph Advisory Inc 5 118 31,57 559 37,68
2025-08-12 13F Harbor Advisory Corp /ma/ 78 537 3,77 8 583 8,45
2025-08-12 13F Change Path, LLC 42 670 67,59 4 663 75,17
2025-08-13 13F Providence Capital Advisors, LLC 24 467 5,97 2 674 10,73
2025-07-22 13F Awm Capital, Llc 13 801 0,00 1 508 4,50
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-08-06 13F Legacy Bridge, LLC 1 871 0,00 204 4,62
2025-07-08 13F Zrc Wealth Management, Llc 51 997 −7,14 5 683 −3,00
2025-08-14 13F Evercore Wealth Management, LLC 36 565 −0,16 3 996 4,36
2025-07-23 13F Canopy Partners, LLC 34 057 −1,06 3 722 3,42
2025-08-19 13F Hohimer Wealth Management, Llc 7 718 0,00 844 4,46
2025-06-03 13F/A First National Bank Of Omaha 21 280 −10,87 2 225 −13,89
2025-08-14 13F Diversify Advisory Services, LLC 17 142 33,29 1 961 51,23
2025-08-06 13F Moors & Cabot, Inc. 14 455 −9,32 1 580 −5,22
2025-08-07 13F Vise Technologies, Inc. 10 050 166,79 1 098 153,00
2025-08-04 13F HBK Sorce Advisory LLC 63 547 −2,30 6 945 2,12
2025-04-14 13F Clean Yield Group 0 −100,00 0
2025-07-29 13F Portland Financial Advisors Inc 3 228 −2,12 353 2,33
2025-04-25 13F Uniting Wealth Partners, LLC 0 −100,00 0
2025-08-14 13F Money Concepts Capital Corp 127 211 9,90 13 903 14,85
2025-08-14 13F Port Capital LLC 9 929 0,04 1 085 4,53
2025-07-16 13F West Branch Capital LLC 540 −21,74 59 −18,06
2025-07-15 13F CHB Investment Group, LLC 9 365 −4,43 1 0,00
2025-08-06 13F Valued Wealth Advisors LLC 1 919 0,63 210 5,03
2025-08-08 13F Capstone Financial Advisors, Inc. 4 437 55,96 485 62,96
2025-08-06 13F O'Dell Group, LLC 186 450 −6,31 20 377 −2,08
2025-08-12 13F Planning Alternatives Ltd /adv 345 199 3,62 37 727 8,30
2025-07-30 13F SkyOak Wealth, LLC 66 027 −0,61 7 216 3,89
2025-08-04 13F Spinnaker Trust 37 342 0,52 4 081 5,07
2025-08-08 13F Ironwood Investment Counsel, LLC 3 922 0,20 429 4,65
2025-08-11 13F Summit Wealth Partners, LLC 29 569 −6,39 3 232 −2,15
2025-05-23 NP Simplify Exchange Traded Funds - Simplify US Small Cap PLUS Income ETF 23 346 21,09 2 441 9,91
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 68 408 39,47 7 476 45,76
2025-08-08 13F Mason Street Advisors, Llc 42 600 −17,44 4 656 −13,72
2025-07-18 13F Ewa, Llc 40 868 10,56 4 466 15,55
2025-07-23 NP IRSQX - Voya Target Retirement 2050 Fund Class I 28 639 10,46 3 018 4,11
2025-07-02 13F Dentgroup LLC 2 228 −37,87 244 −35,03
2025-08-12 13F Heritage Trust Co 3 168 0,00 346 4,53
2025-08-04 13F Mesirow Financial Investment Management, Inc. 1 435 196 −2,35 156 853 2,06
2025-04-23 13F Sabal Trust CO 35 875 −3,79 3 751 −12,69
2025-07-14 13F Crew Capital Management, Ltd. 7 716 −29,04 843 −25,79
2025-08-07 13F Midland Wealth Advisors Llc 14 070 −5,79 1 538 −1,54
2025-08-12 13F LPL Financial LLC 16 264 673 2,31 1 777 566 6,93
2025-08-14 13F Gotham Asset Management, LLC 97 503 0,30 10 656 4,83
2025-08-27 13F/A Squarepoint Ops LLC Call 4 400 −2,22 481 2,13
2025-08-14 13F Fiduciary Management Inc /wi/ 0 −100,00 0
2025-08-14 13F Clarity Asset Management, Inc. 271 9,27 30 16,00
2025-08-08 13F Stephenson & Company, Inc. 55 725 5,91 6 090 10,69
2025-08-11 13F Pin Oak Investment Advisors Inc 912 0,00 0
2025-07-22 13F Ellenbecker Investment Group 74 590 −4,56 8 152 −0,26
2025-07-17 13F Park Place Capital Corp 28 053 40,20 3 113 48,76
2025-07-21 13F Stock Yards Bank & Trust Co 9 950 −10,55 1 087 −6,53
2025-08-13 13F Baird Financial Group, Inc. 5 478 695 −3,29 598 767 1,07
2025-08-11 13F Perennial Investment Advisors, LLC 36 061 −1,96 3 941 2,47
2025-07-10 13F Tompkins Financial Corp 8 999 −6,25 984 −1,99
2025-08-14 13F McIlrath & Eck, LLC 5 806 0,33 634 4,79
2025-08-13 13F Summit Financial, LLC 86 953 46,70 9 503 53,35
2025-08-27 13F/A Squarepoint Ops LLC 281 665 13,17 30 783 18,28
2025-07-25 13F Fifth Third Wealth Advisors LLC 304 645 −13,95 33 295 −10,06
2025-07-29 13F Madison Wealth Partners, Inc 245 107 13,63 26 788 18,76
2025-07-15 13F Kraft Asset Management, Llc 6 092 0,00 666 4,40
2025-07-29 13F Lutz Financial Services LLC 178 244 −4,51 19 480 −0,20
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 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 637 0,00 70 4,55
2025-08-06 13F Long Run Wealth Advisors, LLC 98 987 1,66 10 818 6,25
2025-07-09 13F Blodgett Wealth Advisors, Llc 2 660 −2,21 291 2,11
2025-07-28 13F Copia Wealth Management 2 404 0,00 263 4,38
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-10 13F Signal Advisors Wealth, LLC 2 139 −54,84 234 −52,93
2025-07-17 13F HCR Wealth Advisors 418 776 2,29 45 768 6,90
2025-07-18 13F Founders Capital Management 238 0,42 26 8,33
2025-08-14 13F Sand Hill Global Advisors, LLC 2 807 −6,28 307 −2,24
2025-08-14 13F Wetherby Asset Management Inc 20 749 −4,69 2 268 −9,61
2025-06-17 NP MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A 5 991 15,95 600 −1,96
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 107 823 −3,86 12 0,00
2025-07-15 13F Alpha Omega Wealth Management LLC 9 818 0,27 1 073 4,79
2025-08-14 13F Elevatus Welath Management 2 123 −37,50 232 −34,65
2025-08-14 13F Warren Averett Asset Management, LLC 108 839 −2,73 11 895 1,66
2025-08-15 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-07-10 13F Triangle Securities Wealth Management 64 436 1,41 7 042 5,99
2025-07-11 13F Adirondack Trust Co 34 581 −2,97 3 779 1,42
2025-07-16 13F Motive Wealth Advisors 5 822 −1,37 636 3,08
2025-08-06 13F Prospera Financial Services Inc 65 443 −17,01 7 157 −13,26
2025-07-21 13F Financial Council Asset Management Inc 4 573 0,00 500 4,39
2025-07-28 13F IFC Advisors LLC 10 295 8,54 1 125 13,52
2025-07-21 13F Creative Capital Management Investments LLC 1 275 −23,88 139 −20,57
2025-07-29 13F Kondo Wealth Advisors, Inc. 6 956 0,00 772 6,05
2025-08-07 13F Panoramic Investment Advisors, Llc 0 −100,00 0
2025-08-14 13F Vident Advisory, LLC 3 141 −0,10 343 4,57
2025-08-08 13F Tanglewood Legacy Advisors, LLC 0 −100,00 0
2025-07-17 13F Avondale Wealth Management 4 980 −64,21 544 −62,61
2025-07-09 13F Central Bank & Trust Co 23 208 −24,12 2 536 −20,70
2025-04-09 13F Roxbury Financial LLC 0 −100,00 0
2025-08-07 13F Meeder Advisory Services, Inc. 33 130 4,14 3 621 8,84
2025-05-05 13F Morningstar Investment Services LLC 0 −100,00 0
2025-08-05 13F EPG Wealth Management LLC 5 500 −90,42 601 −89,99
2025-08-12 13F Associated Banc-corp 61 772 −2,51 6 751 1,90
2025-07-09 13F Baron Financial Group, LLC 33 944 −2,13 3 710 2,29
2025-07-30 13F Cornerstone Advisory, LLC 184 748 −2,88 20 191 4,42
2025-07-16 13F Kathmere Capital Management, LLC 19 623 −4,10 2 145 0,23
2025-08-14 13F Headlands Technologies LLC 1 466 581,86 160 627,27
2025-07-23 13F LifeSteps Financial, Inc. 3 870 0,65 423 4,98
2025-07-31 13F Moser Wealth Advisors, LLC 500 −52,15 55 −50,46
2025-07-17 13F Sound Income Strategies, LLC 4 223 −86,23 462 −85,62
2025-07-22 13F Inlight Wealth Management, LLC 134 894 9,34 11 891 16,88
2025-07-17 13F SeaBridge Investment Advisors LLC 14 958 −4,34 1 635 −0,06
2025-07-23 13F Tyche Wealth Partners LLC 9 635 −12,15 1 053 −8,20
2025-08-06 13F Bensler, LLC 3 401 −0,53 372 3,92
2025-08-01 13F New York Life Investment Management Llc 359 820 1,51 39 325 6,09
2025-04-29 13F Byrne Financial Freedom, Llc 0 −100,00 0
2025-07-14 13F Seascape Capital Management 2 366 0,00 0
2025-07-18 13F Victrix Investment Advisors 7 593 0,13 830 4,67
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 53 −96,34 6 −96,69
2025-08-05 13F Integrity Financial Corp /WA 11 0,00 1 0,00
2025-07-11 13F Lincoln Capital LLC 10 071 −0,37 1 101 12,59
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-07-17 13F Sfm, Llc 6 090 16,02 666 21,35
2025-03-28 NP SECT - Main Sector Rotation ETF 812 470 194,26 96 229 205,94
2025-07-08 13F Nbc Securities, Inc. 31 726 17,01 3 50,00
2025-07-11 13F Essex Savings Bank 11 299 −27,48 1 235 −24,25
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 2 803 34,37 293 22,08
2025-07-29 13F Ifrah Financial Services, Inc. 2 328 −6,51 254 −2,31
2025-08-12 13F Palisades Hudson Asset Management, L.P. 98 945 0,02 11 0,00
2025-08-15 13F CI Private Wealth, LLC 1 104 114 3,78 120 566 8,37
2025-07-17 13F City Holding Co 49 403 2,75 5 399 7,40
2025-08-13 13F Maia Wealth LLC 4 813 −6,29 526 6,06
2025-08-18 13F Hollencrest Capital Management 4 049 −76,97 443 −75,95
2025-05-15 13F Greenline Partners, LLC 0 −100,00 0
2025-08-04 13F L.m. Kohn & Company 3 765 −50,11 411 −47,91
2025-06-26 NP Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 4 169 0,00 417 −15,42
2025-07-23 13F Eagle Strategies LLC 13 110 1,49 1 433 6,07
2025-07-29 13F Private Trust Co Na 46 722 1,01 5 106 5,58
2025-08-13 13F Loomis Sayles & Co L P 2 553 −13,04 279
2025-07-22 13F Appleton Partners Inc/ma 4 169 −3,05 0
2025-07-16 13F Encompass Wealth Advisors, Llc 141 815 4,07 15 499 8,77
2025-08-08 13F CFO4Life Group, LLC 94 523 −0,30 10 330 4,21
2025-08-01 13F Facet Wealth, Inc. 2 774 3,62 306 11,72
2025-08-14 13F UBS Group AG Put 0 −100,00 0 −100,00
2025-08-12 13F Soundwatch Capital LLC 10 444 265,43 2 528 747,99
2025-08-26 13F Nautilus Advisors LLC 3 490 0,00 381 4,67
2025-07-25 13F Apollon Wealth Management, LLC 176 554 −1,02 19 296 3,45
2025-07-09 13F High Probability Advisors, LLC 3 626 0,00 396 4,49
2025-08-11 13F Citigroup Inc 664 678 −62,45 72 643 −60,75
2025-07-23 NP IRSVX - Voya Target Retirement 2055 Fund Class I 38 741 9,55 4 082 3,26
2025-06-17 NP MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A 23 021 8,58 2 305 −8,20
2025-07-08 13F Apella Capital, LLC 67 682 −6,56 7 524 5,38
2025-08-01 13F Planning Directions Inc 52 289 6,25 5 715 11,04
2025-08-25 13F/A Promus Capital, LLC 12 −36,84 1 0,00
2025-07-25 13F Index Fund Advisors, Inc. 10 315 0,53 1 127 5,13
2025-06-17 NP MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A 26 074 −0,36 2 611 −15,78
2025-07-31 13F GenTrust, LLC 0 −100,00 0
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 13 966 0,01 1 526 4,52
2025-07-07 13F TruWealth Advisors, LLC 3 917 0,00 428 4,65
2025-07-14 13F Enzi Wealth 180 201 −0,05 20 330 12,90
2025-05-07 13F Magnolia Wealth Management, LLC 76 474 3,26 7 997 −6,29
2025-08-14 13F Great Valley Advisor Group, Inc. 80 584 −15,84 8 808 −12,04
2025-07-30 13F Dudley Capital Management, Llc 2 314 −88,21 253 −87,73
2025-08-13 13F Plan Group Financial, LLC 86 318 −11,06 9 434 −7,05
2025-08-13 13F Scotia Capital Inc. 4 884 −84,38 534 −83,70
2025-07-11 13F First PREMIER Bank 4 098 2,12 0
2025-07-31 13F Ballast Advisors Llc 1 598 −8,06 175 −3,87
2025-08-08 13F Pnc Financial Services Group, Inc. 8 024 639 −0,93 877 013 3,54
2025-08-11 13F Foundation Wealth Management, LLC\PA 23 209 −7,01 2 537 −2,80
2025-07-18 13F Brookmont Capital Management 7 634 0,37 834 4,91
2025-05-07 13F Ameraudi Asset Management, Inc. 0 −100,00 0
2025-07-16 13F Asset Allocation & Management Company, LLC 4 441 −19,85 0
2025-08-11 13F Estate Counselors, LLC 0 −100,00 0
2025-08-12 13F RPG Investment Advisory, LLC 8 570 −47,55 937 −45,20
2025-08-06 13F Agf Management Ltd 20 315 −0,83 2 220 3,64
2025-07-17 13F Independence Bank of Kentucky 1 598 −6,17 175 −2,25
2025-08-11 13F Guidance Point Advisors, LLC 129 381 −6,37 14 140 −2,15
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 109 378 2,67 11 954 7,30
2025-08-12 13F New Republic Capital, LLC 15 364 2,47 1 679 7,15
2025-08-05 13F Sensible Money, LLC 7 314 0,01 799 4,58
2025-08-07 13F 1620 Investment Advisors, Inc. 78 0,00 9 0,00
2025-08-14 13F Parallax Volatility Advisers, L.P. 6 539 715
2025-05-15 13F Concorde Asset Management, LLC 0 −100,00 0
2025-08-14 13F Parallax Volatility Advisers, L.P. Put 112 200 12 262
2025-08-14 13F Integrated Wealth Concepts LLC 175 246 −0,01 19 153 4,50
2025-07-30 13F Phillips Financial Management, Llc 52 749 −2,00 5 765 2,42
2025-07-25 13F Endowment Wealth Management, Inc. 21 435 20,91 2 343 26,39
2025-04-30 13F Lee Johnson Capital Management, Llc 0 −100,00 0
2025-07-17 13F Stone Point Wealth LLC 34 838 −12,36 3 807 −8,40
2025-07-07 13F Insight Wealth Strategies, LLC 6 092 −4,32 676 1,50
2025-08-14 13F Clark Capital Management Group, Inc. 1 246 697 −31,05 136 252 −27,93
2025-04-16 13F Union Bancaire Privee, UBP SA 0 −100,00 0
2025-08-27 NP OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 200 000 −0,99 21 858 3,48
2025-07-24 13F Zullo Investment Group, Inc. 1 967 −3,67 215 0,94
2025-08-14 13F Murphy & Mullick Capital Management Corp 250 −28,57 27 −25,00
2025-07-15 13F Armis Advisers, LLC 17 253 39,89 1 939 54,42
2025-07-30 NP OVS - Overlay Shares Small Cap Equity ETF 118 428 5,77 12 479 −0,31
2025-08-13 13F Capital Group Private Client Services, Inc. 94 172 6,14 10 292 10,94
2025-07-21 13F Sage Financial Management Group, Inc. 19 301 −20,74 2 0,00
2025-07-15 13F Foster Victor Wealth Advisors, LLC 13 387 −2,46 1 512 15,51
2025-08-08 13F Islay Capital Management, Llc 1 231 −17,16 135 −13,55
2025-08-13 13F PACK Private Wealth, LLC 105 771 10,57 11 560 15,56
2025-07-29 13F Financial Advisors, LLC 523 889 3,00 57 256 7,65
2025-08-12 13F Manchester Capital Management LLC 1 800 0,00 197 4,26
2025-07-22 13F Coastal Investment Advisors, Inc. 1 251 −38,28 137 −35,55
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 164 726 −2,16 18 003 2,26
2025-07-24 NP ATACX - ATAC Rotation Fund Investor Class Shares 146 812 −5,31 15 470 −21,14
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 293 261 2,31 32 050 6,93
2025-07-23 13F Nbt Bank N A /ny 15 556 2,92 1 700 7,59
2025-08-14 13F Novus Advisors, Llc 2 031 −18,82 222 −15,33
2025-08-04 13F Creekmur Asset Management LLC 3 449 −73,45 377 −72,31
2025-08-11 13F Western Wealth Management, LLC 47 281 −2,22 5 167 2,20
2025-07-29 13F May Barnhard Investments LLC 90 500 −0,33 9 891 4,16
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 288 199 1,73 31 497 6,32
2025-07-15 13F Cranbrook Wealth Management, LLC 111 580 6,62 12 195 11,43
2025-07-21 13F Compass Planning Associates Inc 2 103 23,49 230 28,65
2025-08-04 13F ArborFi Advisors, LLC 0 −100,00 0
2025-08-05 13F Nichols & Pratt Advisers Llp /ma 9 280 1 015
2025-08-11 13F Hopwood Financial Services, Inc. 55 540 2,98 6 070 7,63
2025-07-18 13F United Bank 398 159 0,68 43 515 5,22
2025-08-13 13F ESL Trust Services, LLC 219 438 9,45 23 982 14,40
2025-08-07 13F Winch Advisory Services, LLC 496 0,00 54 5,88
2025-07-16 13F Rebalance, Llc 416 712 9,42 45 542 14,36
2025-08-15 13F Morse Asset Management, Inc 8 0,00 1
2025-07-29 13F Vectors Research Management, LLC 69 311 −0,92 7 575 3,54
2025-08-14 13F Beaird Harris Wealth Management, LLC 1 112 74,29 121 83,33
2025-08-08 13F/A Sterling Capital Management LLC 5 990 2,87 655 7,57
2025-08-14 13F Certified Advisory Corp 54 753 −3,83 5 984 0,50
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 2 060 225
2025-07-10 13F Atticus Wealth Management, Llc 25 970 12,75 2 838 17,86
2025-07-10 13F Three Seasons Wealth, LLC 8 262 −6,81 903 −2,70
2025-07-03 13F Trust Co of the South 1 939 0,00 212 4,46
2025-08-14 13F Objective Capital Management, LLC 8 086 −7,87 884 −3,71
2025-07-07 13F Wesbanco Bank Inc 36 694 12,47 4 010 17,56
2025-07-16 13F Cove Private Wealth, LLC 4 365 18,45 477 23,90
2025-07-18 13F Wiser Wealth Management, Inc 27 778 13,79 3 036 18,93
2025-08-14 13F Quartz Partners, LLC 1 981 −25,25 217 −22,02
2025-08-05 13F Integrity Wealth Solutions LLC 2 181 0,83 238 5,31
2025-07-29 13F Accretive Wealth Partners, LLC 58 867 1,42 6 434 9,03
2025-07-30 13F Gimbal Financial 2 258 0,00 247 4,24
2025-07-14 13F Armstrong Advisory Group, Inc 5 611 −7,44 613 −12,18
2025-08-05 13F ADG Wealth Management Group, LLC 2 122 −96,18 232 −96,03
2025-07-18 13F TPG Advisors LLC 26 109 0,03 2 853 4,54
2025-07-25 13F Transcendent Capital Group LLC 34 072 1,25 3 724 5,83
2025-08-12 13F TCP Asset Management, LLC 3 521 −2,52 385 1,86
2025-07-17 13F Sage Rhino Capital Llc 3 249 −23,53 355 −20,05
2025-08-14 13F Wealth Advisors of Tampa Bay, LLC 0 −100,00 0
2025-08-08 13F Gts Securities Llc 283 015 30 931
2025-07-23 13F Armbruster Capital Management, Inc. 23 100 0,00 2 525 4,51
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 101 455 2,06 11 088 6,67
2025-07-11 13F Lantz Financial LLC 4 132 −1,15 452 3,20
2025-07-15 13F World Equity Group, Inc. 18 900 0,20 2 066 4,35
2025-07-18 13F Newman Dignan & Sheerar, Inc. 23 732 −8,54 2 594 −4,42
2025-08-11 13F Baldwin Investment Management, LLC 14 928 −0,67 1 631 3,82
2025-07-11 13F Afg Fiduciary Services Limited Partnership 47 613 8,73 5 283 22,41
2025-08-01 13F Brookwood Investment Group LLC 2 264 −19,14 247 −15,41
2025-08-06 13F Paladin Advisory Group, LLC 11 089 −9,27 1 212 −5,24
2025-08-05 13F Claro Advisors LLC 8 466 −33,81 925 −30,82
2025-07-25 13F Astoria Portfolio Advisors LLC. 3 071 −47,36 345 −39,75
2025-08-01 13F James Investment Research Inc 2 085 −79,46 228 −78,61
2025-08-05 13F Prosperity Consulting Group, LLC 2 959 −0,30 323 4,19
2025-07-23 NP IRSOX - Voya Target Retirement 2040 Fund Class I 23 199 9,56 2 444 3,25
2025-07-21 13F Segment Wealth Management, LLC 3 254 0,00 356 4,41
2025-08-04 13F 4wealth Advisors, Inc. 2 162 236
2025-08-13 13F Portland Global Advisors LLC 13 874 −12,14 1 516 −8,18
2025-08-11 13F Plum Street Advisors, LLC 3 997 −0,37 437 4,06
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 2 857 0,00 312 4,70
2025-08-06 13F Kcm Investment Advisors Llc 4 023 10,04 440 14,92
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-07-16 13F Plancorp, LLC 20 827 0,23 2 276 4,74
2025-08-14 13F Family Office Research LLC 20 254 4,15 2 214 8,85
2025-05-13 13F Knuff & Co LLC 0 −100,00 0
2025-08-13 13F Greenwich Wealth Management LLC 23 277 −7,11 3 0,00
2025-08-05 13F Welch & Forbes Llc 129 280 31,32 14 129 37,25
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 11 553 0,00 1 0,00
2025-07-15 13F Wealth Effects Llc 6 232 −9,63 681 −5,55
2025-07-31 13F Cardinal Point Capital Management, ULC 2 309 −15,54 252 −11,58
2025-08-13 13F Fortress Financial Solutions, LLC 25 501 3,08 2 787 7,69
2025-08-13 13F GeoWealth Management, LLC 2 332 −74,06 255 −72,98
2025-07-09 13F Seaside Wealth Management, Inc. 5 157 564
2025-08-13 13F Cresset Asset Management, LLC 3 147 287 −15,26 343 967 −11,44
2025-08-12 13F SlateStone Wealth, LLC 45 845 0,73 5 25,00
2025-08-14 13F Moneta Group Investment Advisors Llc 1 461 545 1,69 159 732 6,28
2025-08-01 13F FSA Advisors, Inc. 0 −100,00 0
2025-08-01 13F SYM FINANCIAL Corp 1 133 94,01 124 101,64
2025-07-16 13F Cambridge Advisors Inc. 13 692 0,24 1 496 4,76
2025-07-31 13F Peterson Wealth Services 140 0,00 15 7,14
2025-07-17 13F Hanson & Doremus Investment Management 3 313 −8,81 0
2025-08-08 13F Strategies Wealth Advisors, LLC 7 035 −15,58 769 −11,83
2025-07-24 13F Edge Financial Advisors LLC 13 686 −4,62 1 505 0,27
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 19 132 1,68 2 091 6,25
2025-08-13 13F First National Advisers, LLC 5 509 −0,36 602 4,15
2025-08-08 13F Cetera Investment Advisers Put 0 −100,00 0 −100,00
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 29 981 −0,20 3 277 4,30
2025-07-11 13F Kaydan Wealth Management, Inc. 3 317 31,73 363 37,64
2025-08-13 13F Cary Street Partners Financial Llc 147 887 9,71 16 163 14,66
2025-05-14 13F Tme Financial, Inc. 0 −100,00 0
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 915 −13,11 100 −9,09
2025-07-14 13F Steigerwald, Gordon & Koch Inc. 27 931 2,38 3 053 7,01
2025-08-04 13F Bristlecone Advisors, LLC 155 274 1,91 16 970 6,51
2025-07-09 13F Massmutual Trust Co Fsb/adv 287 210 7,33 31 389 12,18
2025-07-29 13F Quotient Wealth Partners, LLC 548 113 3,11 59 903 7,76
2025-07-16 13F American National Bank 23 758 −0,30 2 597 4,22
2025-08-05 13F Bank Of Montreal /can/ 1 705 168 −1,13 186 358 3,33
2025-08-13 13F Russell Investments Group, Ltd. 7 897 8,68 863 13,70
2025-07-15 13F Elevated Capital Advisors, LLC 2 810 0,00 294 0,00
2025-07-31 13F Oppenheimer Asset Management Inc. 59 256 −50,23 6 476 −47,98
2025-07-16 13F New Insight Wealth Advisors 2 286 −5,50 250 −1,19
2025-07-30 13F MTC Wealth Management LLC 67 278 −2,14 7 353 2,27
2025-08-05 13F Tufton Capital Management 7 846 0,62 1 −100,00
2025-08-08 13F Arcadia Investment Management Corp/mi 247 −11,79 27 −10,34
2025-07-22 13F Willner & Heller, Llc 3 818 −7,10 417 −2,80
2025-07-15 13F Tenon Financial LLC 2 040 0,00 223 4,23
2025-07-15 13F Retirement Guys Formula Llc 14 760 4,26 1 610 8,86
2025-08-13 13F SCS Capital Management LLC 156 171 −35,96 17 068 −33,07
2025-07-11 13F Compass Ion Advisors, LLC 11 520 0,35 1 259 4,92
2025-07-07 13F Somerset Trust Co 5 059 −3,20 553 1,10
2025-08-01 13F Milestone Asset Management Group, LLC 3 700 23,66 404 29,49
2025-07-28 13F Nestegg Advisors, Inc. 104 430 0,46 11 413 5,01
2025-07-22 13F Evensky & Katz LLC 1 067 −9,04 0
2025-08-14 13F Bank Of Hawaii 61 075 −30,92 6 675 −27,81
2025-07-16 13F Ironwood Wealth Management, Inc. 165 311 −0,65 18 518 18,13
2025-08-12 13F Gladstone Institutional Advisory LLC 189 832 1,82 20 747 6,41
2025-07-23 13F Valmark Advisers, Inc. 348 140 −1,29 38 048 3,17
2025-07-16 13F Meridian Investment Counsel Inc. 12 268 0,00 1 341 4,52
2025-07-23 13F Bellevue Asset Management, Llc 401 0,25 44 4,88
2025-08-08 13F Good Life Advisors, LLC 37 761 −32,58 4 127 −29,54
2025-08-05 13F Counterweight Ventures, LLC 59 818 2,29 6 538 6,90
2025-08-08 13F Union Savings Bank 26 892 2,63 2 966 8,25
2025-07-09 13F Reyes Financial Architecture, Inc. 824 0,00 90 4,65
2025-08-12 13F Tradition Wealth Management, LLC 23 170 −0,25 2 532 4,28
2025-07-29 13F Chicago Partners Investment Group LLC 151 744 −0,62 17 322 11,45
2025-05-08 13F Endeavor Private Wealth, Inc. 0 −100,00 0
2025-04-11 13F LPF Advisors LLC 21 089 12,93 2 205 2,51
2025-08-15 13F Howland Capital Management Llc 11 683 −3,27 1 277 1,11
2025-08-29 13F Evolution Wealth Management Inc. 62 7
2025-08-04 13F 4J Wealth Management LLC 1 945 −14,88 213 −10,92
2025-07-15 13F Bfsg, Llc 2 979 2,76 326 7,26
2025-07-21 13F Sterling Investment Counsel, LLC 42 129 −29,83 4 604 −26,66
2025-08-12 13F Wealth Dimensions Group, Ltd. 9 884 3,05 1 080 7,78
2025-08-14 13F Tudor Investment Corp Et Al 3 462 378
2025-07-14 13F Harbor Group, Inc. 182 659 −6,01 19 963 −1,77
2025-08-11 13F Shufro Rose & Co Llc 20 845 −0,08 2 180 −0,09
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 4 666 −13,85 510 −3,96
2025-08-06 13F Ironwood Wealth Management, LLC. 80 662 −31,76 8 816 −28,69
2025-08-06 13F HORAN Wealth, LLC 6 283 687
2025-07-15 13F Kopp Family Office, LLC 141 0,00 15 7,14
2025-08-14 13F State Street Corp 865 925 61,26 94 637 68,54
2025-07-10 13F Rockland Trust Co 11 411 0,40 1 247 4,97
2025-07-08 13F/A Salem Investment Counselors Inc 5 079 −5,89 555 −1,60
2025-07-22 13F Confluence Wealth Services, Inc. 7 011 17,05 766 30,72
2025-08-06 13F OneAscent Wealth Management LLC 0 −100,00 0
2025-08-15 13F Asset Allocation Strategies LLC 93 907 −2,41 10 263 2,00
2025-07-25 13F Means Investment Co., Inc. 19 210 −5,50 2 099 −1,22
2025-08-13 13F Farnam Financial LLC 9 787 −0,46 1 070 3,99
2025-08-19 13F Marex Group plc 6 110 668
2025-08-14 13F Manufacturers Life Insurance Company, The 142 111 8,76 15 531 13,67
2025-07-29 13F Stanley-Laman Group, Ltd. 2 392 9,93 261 14,98
2025-08-12 13F Inscription Capital, LLC 8 304 −29,71 908 −30,50
2025-08-13 13F Okabena Investment Services Inc 96 542 3,46 10 551 8,14
2025-08-05 13F MidAtlantic Capital Management, Inc. 44 065 −6,46 4 816 −2,25
2025-08-08 13F Evolution Wealth Advisors, LLC 8 624 0,00 943 4,55
2025-05-12 13F Scissortail Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Hilltop Holdings Inc. 37 257 4,94 4 072 9,67
2025-07-14 13F Mechanics Bank Trust Department 19 379 −18,91 2 118 −15,29
2025-07-24 13F Conning Inc. 394 331 −0,18 43 096 4,33
2025-07-14 13F Abound Wealth Management 387 319 3,51 42 330 8,18
2025-04-10 13F Bremer Bank National Association 51 036 6,96 5 337 −2,93
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A 531 929 75,26 58 135 83,17
2025-05-13 13F Adams Wealth Management 4 543 9,29 475 −0,63
2025-07-08 13F Webster Bank, N. A. 2 841 0,00 310 4,38
2025-08-14 13F Atomi Financial Group, Inc. 38 121 37,68 4 166 43,90
2025-08-15 13F Captrust Financial Advisors 838 783 −2,60 91 671 1,80
2025-08-12 13F Main Management LLC 905 −16,05 0
2025-07-23 13F Steel Peak Wealth Management LLC 6 026 0,89 659 5,45
2025-07-31 13F Glass Jacobson Investment Advisors llc 5 001 −12,29 547 −16,89
2025-08-13 13F GM Advisory Group, Inc. 3 974 25,68 434 31,52
2025-07-29 13F Tradewinds Capital Management, LLC 170 36,00 19 38,46
2025-04-09 13F Selway Asset Management 3 000 0,00 314 −9,28
2025-08-04 13F Bordeaux Wealth Advisors LLC 4 779 0,00 522 4,61
2025-08-08 13F Opinicus Capital, Inc. 9 834 −0,13 1 075 4,37
2025-07-21 13F Mendota Financial Group, LLC 18 0,00 2 0,00
2025-08-07 13F Verus Capital Partners, Llc 161 770 7,34 17 680 12,18
2025-04-23 13F Saxony Capital Management, LLC 0 −100,00 0 −100,00
2025-08-13 13F Townsquare Capital Llc 5 083 −93,56 556 −93,28
2025-07-24 13F Jfs Wealth Advisors, Llc 305 271 −1,47 33 363 2,98
2025-07-15 13F Beacon Investment Advisory Services, Inc. 842 155 1,59 92 039 6,18
2025-08-13 13F Forthright Family Wealth Advisory LLC 0 −100,00 0
2025-07-28 13F Courier Capital Llc 157 245 5,06 17 185 9,80
2025-08-14 13F BLKBRD Asset Management, LP 0 −100,00 0
2025-08-28 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 136 881 −14,80 14 960 −10,96
2025-08-12 13F Armor Investment Advisors, LLC 956 0,00 105 4,00
2025-08-05 13F American Capital Advisory, LLC 7 250 −10,90 792 −6,82
2025-08-05 13F Tsfg, Llc 5 546 −3,23 1
2025-08-04 13F Coign Capital Advisors LLC 47 738 12,25 5 217 17,32
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 2 182 −8,51 238 −4,42
2025-08-08 13F Meridian Wealth Management, LLC 57 040 −2,40 6 234 2,00
2025-08-08 13F Atlantic Trust, LLC 2 627 21,23 287 26,99
2025-07-25 13F RoundAngle Advisors LLC 20 708 −0,27 2 263 4,24
2025-08-05 13F Aviance Capital Partners, LLC 9 340 0,26 1 021 4,72
2025-08-11 13F Synergy Investment Management, LLC 2 911 −0,58 318 3,92
2025-08-12 13F Bedel Financial Consulting, Inc. 3 562 −2,14 389 5,14
2025-08-14 13F Punch & Associates Investment Management, Inc. 93 0,00 10 11,11
2025-07-21 13F F&V Capital Management, LLC 3 770 1,34 0
2025-08-14 13F Camden Capital, LLC 72 718 0,43 7 947 4,97
2025-08-12 13F Jacobi Capital Management LLC 27 479 6,43 3 003 11,26
2025-08-11 13F Birchbrook, Inc. 35 643 2,48 3 895 7,09
2025-08-06 13F Destiny Capital Corp/CO 10 017 18,64 1 095 24,04
2025-06-25 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 230 735 49,31 23 103 26,23
2025-07-17 13F HB Wealth Management, LLC 248 736 −53,25 27 184 −51,14
2025-08-13 13F Cary Street Partner Investment Advisory Llc 75 −35,34 8 −33,33
2025-04-15 13F Members Wealth Llc 2 744 13,53 287 2,51
2025-07-28 13F Td Asset Management Inc 50 208 3,11 5 487 7,78
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 25 959 −2,20 2 837 2,23
2025-08-05 13F Redwood Wealth Management Group, LLC 14 735 −0,10 1 610 4,41
2025-07-15 13F SJS Investment Consulting Inc. 51 −93,23 6 −93,59
2025-07-17 13F Legacy Wealth Management, Inc 495 688 −0,08 54 174 4,43
2025-08-11 13F Aptus Capital Advisors, LLC 100 925 −7,22 11 030 −3,02
2025-07-24 13F Coordinated Financial Services, Inc. 9 615 4,49 1 051 −0,94
2025-08-19 13F/A Pitcairn Co 19 933 0,00 2 178 4,51
2025-07-15 13F Axis Wealth Partners, LLC 10 481 9,36 1 145 14,27
2025-08-12 13F Tableaux Llc 20 012 511,05 1 000 192,40
2025-05-12 13F Cahill Wealth Management, LLC 95 897 2,33 10 028 −7,13
2025-08-18 13F N.E.W. Advisory Services LLC 153 −42,70 17 −40,74
2025-08-08 13F/A Prospect Financial Services LLC 8 340 0,17 911 4,71
2025-07-15 13F Buttonwood Financial Advisors Inc. 3 487 −2,19 381 2,42
2025-07-28 13F Harbour Investments, Inc. 92 559 −2,94 10 116 1,44
2025-08-07 13F McClarren Financial Advisors, Inc. 0 −100,00 0
2025-08-13 13F Lido Advisors, LLC 264 852 −5,34 28 946 −1,07
2025-04-11 13F Tealwood Asset Management Inc 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 5 273 −11,81 576 −8,00
2025-07-25 13F Welch Group, LLC 1 840 201
2025-04-28 13F Financial Advisory Corp /ut/ /adv 0 −100,00 0
2025-07-16 13F Dakota Wealth Management 78 641 −38,80 8 595 −36,04
2025-07-23 13F Colony Family Offices, LLC 347 393 14,11 37 967 19,26
2025-08-27 13F/A Squarepoint Ops LLC Put 0 −100,00 0 −100,00
2025-08-07 13F Nicollet Investment Management, Inc. 1 885 0
2025-07-07 13F Vishria Bird Financial Group, LLC 112 318 −0,96 12 275 3,51
2025-07-21 13F Fairvoy Private Wealth, LLC 0 −100,00 0
2025-07-08 13F Atwood & Palmer Inc 1 498 11,96 164 17,27
2025-07-17 13F CWA Asset Management Group, LLC 5 039 −29,53 551 −26,37
2025-08-15 13F Urban Financial Advisory Corp 37 362 2,61 4 083 7,25
2025-08-13 13F Haverford Trust Co 1 710 797 −0,13 186 973 4,37
2025-08-04 13F Savvy Advisors, Inc. 38 276 12,32 4 183 17,40
2025-07-17 13F Investment Advisory Services Inc /tx /adv 13 642 −40,60 1 491 −37,94
2025-08-11 13F VSM Wealth Advisory, LLC 474 −6,51 52 −1,92
2025-04-23 13F St. Johns Investment Management Company, LLC 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 479 548 75,91 52 410 83,45
2025-07-30 13F TFB Advisors LLC 3 701 −9,07 404 −4,94
2025-07-07 13F Bangor Savings Bank 489 981 −0,06 53 550 4,45
2025-07-16 13F Meridian Financial, LLC 67 805 −0,32 7 410 4,18
2025-08-08 13F Financial Gravity Companies, Inc. 123 −10,87 13 −13,33
2025-06-23 NP AOA - iShares Core Aggressive Allocation ETF 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 242 315 2,51 24 263 −13,34
2025-08-05 13F Mma Asset Management Llc 7 286 8,94 796 13,88
2025-07-29 13F Alaska Permanent Capital Management 489 524 11,75 53 509 16,79
2025-08-15 13F Fsb Premier Wealth Management, Inc. 2 099 229
2025-07-30 13F Clifford Swan Investment Counsel Llc 84 140 −2,04 9 196 2,38
2025-07-28 13F Evernest Financial Advisors, LLC 66 308 −31,31 7 247 −28,21
2025-08-28 NP TEBRX - The Teberg Fund 18 999 0,00 2 076 4,53
2025-07-21 13F Keystone Financial Group, Inc. 8 566 −6,98 958 2,35
2025-08-14 13F Price T Rowe Associates Inc /md/ 3 724 0,00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 628 393 27,37 68 604 34,00
2025-05-15 13F Mcdonald Partners Llc 0 −100,00 0
2025-07-23 13F Bluestem Financial Advisors, Llc 25 107 −1,75 2 744 2,66
2025-08-01 13F PCA Investment Advisory Services Inc. 30 461 6,10 3 329 10,89
2025-08-07 13F New England Private Wealth Advisors LLC 3 151 62,42 352 73,76
2025-07-29 13F Swmg, Llc 12 828 88,12 1 447 112,79
2025-08-08 13F Starr Indemnity & Liability Co 320 950 35 077
2025-08-14 13F Granite FO LLC 28 035 13,36 3 064 18,45
2025-08-01 13F Providence First Trust Co 7 641 835
2025-08-11 13F Outlook Wealth Advisors, LLC 6 589 −0,29 720 4,35
2025-07-15 13F Carr Financial Group Corp 10 931 −36,41 1 195 −33,56
2025-08-13 13F M Holdings Securities, Inc. 0 −100,00 0
2025-07-15 13F Verum Partners LLC 202 495 −15,84 22 131 −12,04
2025-07-22 13F Relyea Zuckerberg Hanson LLC 4 482 −0,62 490 3,82
2025-08-15 13F Fft Wealth Management Llc 158 619 −16,63 17 542 −11,83
2025-05-06 13F Princeton Capital Management Llc 0 −100,00 0
2025-07-17 13F Oakworth Capital, Inc. 244 698 −0,13 26 743 4,38
2025-07-16 13F PFS Partners, LLC 87 1,16 9 0,00
2025-07-22 13F Checchi Capital Advisers, LLC 2 906 0,00 318 4,62
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 80 1,27 9 0,00
2025-07-16 13F Tru Independence Asset Management 2, Llc 7 146 5,65 781 8,64
2025-08-12 13F Global Retirement Partners, LLC 404 890 26,07 44 250 19,58
2025-08-08 13F Everett Harris & Co /ca/ 3 000 −8,93 328 −4,94
2025-08-13 13F Smith, Moore & Co. 207 689 −0,65 22 698 3,83
2025-08-04 13F Family Wealth Group, LLC 4 617 505
2025-08-08 13F Alberta Investment Management Corp 0 −100,00 0
2025-08-05 13F Magnolia Capital Advisors Llc 34 992 29,41 3 824 35,27
2025-08-14 13F Transamerica Financial Advisors, Inc. 157 544 1,08 17 218 107 506,25
2025-07-25 13F Carbahal Olsen Financial Services Group, LLC 3 594 0,00 393 4,53
2025-08-01 13F Financial Counselors Inc 19 706 −92,71 2 154 −92,38
2025-07-24 13F Cyndeo Wealth Partners, LLC 4 034 −9,33 441 −5,38
2025-07-25 13F Wealth Architects, LLC 487 616 3,70 53 292 8,38
2025-07-29 13F Harbor Asset Planning, Inc. 3 127 342
2025-07-11 13F Colorado Capital Management, Inc. 15 798 −3,19 2 0,00
2025-07-16 13F Patron Partners Advisors, Llc 2 240 0,00 245 4,27
2025-08-14 13F Voya Financial Advisors, Inc. 359 749 7,24 39 389 12,89
2025-07-11 13F Mandatum Life Insurance Co Ltd 48 720 0,00 5 325 4,52
2025-08-13 13F Stablepoint Partners, LLC 1 969 0,66 215 5,39
2025-07-25 13F Pegasus Asset Management, Inc. 2 155 −30,48 236 −27,47
2025-08-06 13F Quadrant Private Wealth Management, LLC 12 244 11,49 1 338 16,55
2025-08-06 13F Savant Capital, LLC 247 973 −10,48 27 101 −6,44
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1 606 184
2025-07-21 13F Single Point Partners, LLC 239 211 −3,29 26 4,00
2025-08-07 13F Cascade Financial Partners, LLC 3 851 3,61 421 8,25
2025-07-10 13F Wedmont Private Capital 42 130 −2,96 4 759 14,87
2025-07-14 13F Kfg Wealth Management, Llc 0 −100,00 0
2025-08-07 13F Gryphon Financial Partners LLC 27 357 6,84 2 990 11,65
2025-07-15 13F Alhambra Investment Partners LLC 5 336 −0,28 583 4,29
2025-07-31 13F SoundView Advisors Inc. 86 117 3,08 9 12,50
2025-07-18 13F Centricity Wealth Management, LLC 6 913 −7,00 756 −2,83
2025-08-06 13F Legacy Investment Solutions, LLC 1 323 1 596,15 145 1 500,00
2025-07-08 13F Goldstone Financial Group, LLC 26 062 10,03 2 947 19,02
2025-07-17 13F XML Financial, LLC 130 199 −29,93 14 229 −26,76
2025-07-29 13F Citizens Business Bank 56 805 −8,19 6 208 −4,03
2025-08-06 13F Paulson Wealth Management Inc. 2 592 0,00 283 4,43
2025-08-13 13F Bank Of Nova Scotia 364 200 −19,53 39 803 −15,90
2025-07-07 13F Centurion Wealth Management LLC 7 165 −9,17 783 −13,77
2025-07-09 13F Parkside Advisors LLC 2 905 9,05 317 14,03
2025-07-24 13F MFA Wealth Services 7 722 −6,28 844 −2,09
2025-07-29 13F Morgan Dempsey Capital Management Llc 162 18
2025-07-22 13F Cedar Mountain Advisors, LLC 223 686 1,67 24 447 6,26
2025-08-04 13F Municipal Employees' Retirement System of Michigan 24 129 16,36 3 0,00
2025-07-09 13F Procyon Private Wealth Partners, LLC 4 115 −35,84 450 −32,99
2025-08-04 13F Roble, Belko & Company, Inc 42 331 −38,63 5 −42,86
2025-08-08 13F Mjp Associates Inc /adv 2 305 12,49 252 17,29
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-06-24 NP MDAKX - MainStay Moderate ETF Allocation Fund Class C 30 389 −26,13 3 043 −37,56
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 8 376 −8,66 915 −4,49
2025-07-16 13F Kendall Capital Management 2 578 −1,23 282 3,31
2025-07-23 13F Hardy Reed LLC 132 434 0,00 14 474 4,51
2025-08-13 13F Brown Advisory Inc 907 424 17,14 99 172 22,42
2025-07-10 13F Polianta Ltd 0 −100,00 0
2025-07-22 13F Valpey Financial Services, LLC 11 686 1 277
2025-08-05 13F Allodium Investment Consultants, LLC 2 786 12,07 305 16,92
2025-07-18 13F Pennsylvania Capital Management Inc /adv 27 586 −4,98 3 015 −0,72
2025-08-13 13F IAG Wealth Partners, LLC 2 607 −16,09 285 −12,35
2025-07-21 13F Rainey & Randall Investment Management Inc. 3 696 −33,88 404 −30,99
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-08-01 13F Signet Investment Advisory Group, Inc. 2 625 0,00 287 4,38
2025-08-07 13F Flagship Wealth Advisors, Llc 635 0,00 69 4,55
2025-08-13 13F Summit Wealth Group Llc / Co 1 942 212
2025-07-15 13F Kwmg, Llc 3 877 −6,60 424 −2,53
2025-07-14 13F Financial Enhancement Group LLC 249 136 28 108
2025-07-17 13F Financial Partners Group, LLC 7 548 1,73 825 6,32
2025-07-21 13F Corundum Group, Inc. 8 208 0,00 897 4,55
2025-08-18 13F Wolverine Trading, Llc 0 −100,00 0 −100,00
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 1 861 0
2025-07-28 13F Revolve Wealth Partners, LLC 19 922 −0,31 2 177 4,21
2025-05-14 13F Renaissance Technologies Llc 0 −100,00 0
2025-07-15 13F Vannoy Advisory Group, Inc. 7 967 0,05 871 4,57
2025-07-28 13F Davidson Investment Advisors 3 350 0,00 366 4,57
2025-08-14 13F Peapack Gladstone Financial Corp 535 264 −5,93 58 −1,69
2025-08-11 13F Avantax Planning Partners, Inc. 2 717 5,84 297 10,45
2025-08-14 13F Fwl Investment Management, Llc 656 −38,05 72 −35,45
2025-07-23 13F Trifecta Capital Advisors, LLC 186 441 −3,19 20 376 1,18
2025-07-10 13F Burns J W & Co Inc/ny 75 345 9,27 8 234 14,20
2025-07-16 13F Ascent Capital Management, LLC 17 850 −5,55 1 951 −1,32
2025-07-17 13F Johnson Bixby & Associates, LLC 4 310 −2,75 471 1,73
2025-08-07 13F 1st Source Bank 206 646 −0,31 22 584 4,19
2025-08-14 13F BancorpSouth Bank 16 550 −0,08 1 809 4,45
2025-07-31 13F Gallagher Capital Advisors, LLC 24 164 −28,19 2 721 −22,68
2025-08-14 13F Silvercrest Asset Management Group Llc 20 862 −10,03 2 280 −5,94
2025-08-04 13F Buck Wealth Strategies, LLC 64 448 −11,77 7 044 −7,79
2025-07-30 13F Crewe Advisors LLC 136 696 19,49 14 939 24,89
2025-06-24 NP MOEAX - MainStay Growth ETF Allocation Fund Class A 51 310 −4,91 5 138 −19,61
2025-07-09 13F Kearns & Associates LLC 5 808 0,00 635 4,45
2025-08-04 13F Clear Investment Research, Llc 14 156 0,78 1 547 5,38
2025-08-05 13F HFG Advisors, Inc. 6 017 0,00 658 4,45
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 43 313 −0,95 4 734 3,52
2025-07-30 13F Sonata Capital Group Inc 8 006 −7,56 1
2025-07-30 13F Rehmann Capital Advisory Group 212 997 0,85 23 278 5,40
2025-08-15 13F North Ridge Wealth Advisors, Inc. 700 0,00 77 4,11
2025-07-31 13F Briaud Financial Planning, Inc 832 0,00 0
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 0 −100,00 0
2025-08-12 13F Gitterman Wealth Management, LLC 720 79
2025-08-14 13F Jane Street Group, Llc 30 298 −84,20 3 311 −83,49
2025-07-18 13F jvl associates llc 148 931 −6,38 16 277 −2,16
2025-08-05 13F Centennial Bank/AR/ 41 701 2,07 4 558 6,67
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 79 802 8,78 8 722 13,69
2025-08-14 13F CIBC World Markets Inc. 12 751 −2,37 1 394 2,05
2025-07-23 13F First Merchants Corp 228 053 −8,47 24 924 −4,34
2025-08-14 13F Qube Research & Technologies Ltd 847 352 264,35 92 607 280,80
2025-07-18 13F Parkside Investments, LLC 4 594 −0,91 502 3,72
2025-04-10 13F GenWealth Group, Inc. 0 −100,00 0
2025-07-15 13F Shulman DeMeo Asset Management LLC 88 420 −1,51 9 663 2,94
2025-07-24 13F PDS Planning, Inc 2 055 −0,82 225 3,70
2025-08-14 13F Shepherd Kaplan Krochuk, Llc 33 015 12,68 3 608 17,79
2025-07-28 13F Kiker Wealth Management, LLC 299 −77,50 33 −76,81
2025-08-04 13F Mill Capital Management, LLC 0 −100,00 0
2025-08-14 13F Spears Abacus Advisors LLC 8 792 2,20 961 6,79
2025-07-11 13F Ullmann Financial Group, Inc. 21 163 −5,55 2 313 −1,32
2025-07-25 13F Yousif Capital Management, Llc 177 234 3,15 19 370 7,80
2025-08-12 13F Bank OZK 6 875 −17,79 751 −14,07
2025-07-10 13F HWG Holdings LP 0 −100,00 0
2025-07-28 13F Rosenberg Matthew Hamilton 2 151 −10,75 235 −6,75
2025-07-25 13F Mitchell Capital Management Co 3 520 −9,09 394 −2,72
2025-07-17 13F Alpine Bank Wealth Management 15 772 −6,63 1 724 −2,43
2025-08-05 13F Allstate Corp 5 000 0,00 546 4,60
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-07-03 13F TrueWealth Advisors, LLC 2 485 4,54 272 9,27
2025-07-07 13F Capital Asset Advisory Services LLC 346 981 2,51 38 501 6,95
2025-08-12 13F Country Trust Bank 417 −51,90 46 −50,00
2025-08-05 13F Mission Wealth Management, Lp 604 727 13,39 66 091 18,50
2025-08-07 13F Parkside Financial Bank & Trust 10 665 −5,66 1 166 −1,44
2025-08-14 13F Aqr Capital Management Llc 20 089 11,83 2 196 16,88
2025-04-17 13F Vista Wealth Management Group, LLC 4 101 0,00 429 −9,32
2025-08-06 13F Souders Financial Advisors 4 180 −36,64 457 −33,82
2025-08-14 13F Bank Of America Corp /de/ Put 0 −100,00 0 −100,00
2025-07-24 13F Horizon Bancorp Inc /in/ 1 315 8 666,67 0
2025-08-11 13F NewEdge Wealth, LLC 190 715 −39,47 21 091 −35,98
2025-08-04 13F Lockheed Martin Investment Management Co 0 −100,00 0
2025-07-15 13F Fifth Third Bancorp 1 989 900 −6,46 217 476 −2,24
2025-08-06 13F Middleton & Co Inc/ma 43 730 −3,32 4 779 1,06
2025-07-28 13F Corundum Trust Company, INC 32 298 −2,98 3 530 1,38
2025-08-08 13F Better Money Decisions, LLC 9 278 −1,28 1 014 3,26
2025-08-14 13F GWM Advisors LLC 553 404 −2,97 60 482 1,41
2025-07-09 13F Emprise Bank 6 580 0,00 719 4,51
2025-07-14 13F Sowell Financial Services LLC 51 054 −13,17 5 580 −9,26
2025-07-16 13F EdgeRock Capital LLC 7 448 814
2025-07-28 13F Holistic Planning, LLC 4 954 0,39 541 4,84
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares 17 747 −7,11 1 940 −2,90
2025-08-13 13F Willis Johnson & Associates, Inc. 215 002 8,47 23 498 13,36
2025-08-06 13F Bonfire Financial 4 515 0,02 493 4,45
2025-07-29 13F Smithbridge Asset Management Inc/de 55 167 91,85 6 029 100,57
2025-08-05 13F Verity Asset Management, Inc. 7 485 −59,95 818 −58,19
2025-08-14 13F Oxford Financial Group Ltd 7 861 −26,07 859 −22,68
2025-08-14 13F Group One Trading, L.p. 1 699 186
2025-05-07 13F Indie Asset Partners, LLC 0 −100,00 0
2025-07-22 13F Hrc Wealth Management, Llc 8 910 5,98 974 10,69
2025-05-15 13F CAPROCK Group, Inc. 19 805 33,65 2 071 21,32
2025-07-23 13F Bear Mountain Capital, Inc. 533 0,00 60 11,32
2025-07-29 13F Lyell Wealth Management, Lp 11 805 −50,05 1 290 −47,79
2025-08-11 13F Lcnb Corp 12 232 −0,61 1 337 3,89
2025-08-20 13F North Dallas Bank & Trust Co 12 115 1 324
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-05 13F Strategic Financial Concepts, LLC 14 814 124,59 1 619 134,98
2025-07-30 13F DecisionMap Wealth Management, LLC 23 260 6,43 2 542 11,25
2025-08-06 13F Stone House Investment Management, LLC 832 9,62 91 13,92
2025-08-06 13F Swf Llc 599 244 6 382,52 65 491 6 679,61
2025-04-22 13F Three Cord True Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-14 13F Ubs Asset Management Americas Inc 150 000 −92,16 16 394 −91,80
2025-07-16 13F Howard Capital Management Group, LLC 4 449 0,00 486 4,52
2025-04-29 13F Moody Aldrich Partners Llc 0 −100,00 0
2025-07-15 13F Seven Post Investment Office LP 6 298 0,00 688 4,56
2025-08-15 13F Tower Research Capital LLC (TRC) 9 904 −85,16 1 082 −84,38
2025-07-31 13F Optimum Investment Advisors 1 229 0,00 134 4,69
2025-07-16 13F Holland Advisory Services, Inc. 74 144 18,72 8 103 24,09
2025-08-13 13F Azimuth Capital Investment Management LLC 2 795 12,07 305 17,31
2025-08-08 13F Accredited Investors Inc. 675 782 −12,99 73 856 −9,07
2025-07-07 13F Peterson Wealth Advisors, LLC 19 138 −19,59 2 092 −5,85
2025-07-16 13F Newton One Investments LLC 31 988 10,41 3 496 15,38
2025-08-14 13F City National Bank Of Florida /msd 6 644 −0,70 726 3,86
2025-07-22 13F BridgePort Financial Solutions, LLC 21 279 6,09 2 326 10,87
2025-08-06 13F Adviser Investments LLC 162 145 37,16 17 721 43,35
2025-07-15 13F Cora Capital Advisors Llc 17 493 −11,89 1 912 −7,95
2025-07-22 13F Beacon Financial Advisory LLC 7 780 3,02 850 7,73
2025-08-08 13F Fiera Capital Corp 243 190 −19,60 26 578 −15,97
2025-08-12 13F Allen Capital Group, LLC 12 539 −13,99 1 370 −10,10
2025-07-24 13F JB Capital LLC 4 742 7,92 518 12,85
2025-07-30 13F Fusion Family Wealth LLC 179 230 −14,38 19 588 −10,52
2025-07-17 13F Dopkins Wealth Management, Llc 2 690 −0,41 294 4,26
2025-08-05 13F Elm Partners Management LLC 20 093 −1,12 2 196 3,39
2025-07-18 13F Tanager Wealth Management LLP 1 868 204
2025-07-28 13F Patten & Patten Inc/tn 2 932 −1,97 320 2,56
2025-08-07 13F Donaldson Capital Management, Llc 34 586 −14,91 3 780 −11,08
2025-08-06 13F Hoxton Planning & Management, LLC 5 301 −1,52 579 3,02
2025-07-10 13F Sterling Investment Advisors Llc /adv 42 941 23,41 3 830 5,28
2025-08-11 13F United Advisor Group, LLC 24 819 11,67 2 713 16,70
2025-07-09 13F Lbmc Investment Advisors, Llc 154 292 7,48 16 863 12,33
2025-08-05 13F Westside Investment Management, Inc. 23 977 2,85 2 621 7,51
2025-07-24 13F Blue Zone Wealth Advisors, LLC 2 371 3,00 259 7,92
2025-07-31 13F Buckingham Strategic Partners 24 172 −19,33 2 642 −15,70
2025-07-30 13F Cullen/frost Bankers, Inc. 30 458 29,16 3 329 35,01
2025-08-04 13F Balentine LLC 22 259 29,87 2 433 35,71
2025-08-08 13F WP Advisors, LLC 13 660 0,37 1 493 4,85
2025-08-13 13F Northern Trust Corp 9 419 097 −2,23 1 029 413 2,19
2025-07-28 13F Private Wealth Asset Management, LLC 224 493 −3,09 24 535 1,28
2025-07-17 13F Stockman Wealth Management, Inc. 347 595 1,54 37 989 6,12
2025-07-09 13F Sandy Cove Advisors, LLC 11 179 −2,51 1 222 1,83
2025-07-29 13F Stratos Wealth Partners, LTD. 457 114 −2,54 49 958 1,86
2025-08-07 13F Legacy Financial Advisors, Inc. 2 529 −8,93 276 −4,83
2025-08-11 13F Madison Asset Management, LLC 173 020 −19,37 18 909 −15,74
2025-07-22 13F Legacy Trust 76 196 3,00 8 327 7,65
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 14 001 −59,57 1 530 −57,75
2025-08-14 13F Bnp Paribas Arbitrage, Sa 131 672 −3,22 14 390 1,15
2025-08-01 13F Heritage Wealth Management, Inc./Texas 27 407 −5,84 2 996 −1,58
2025-08-13 13F Jump Financial, LLC 14 803 52,29 1 618 59,15
2025-08-05 13F BCGM Wealth Management, LLC 2 415 0,37 264 4,78
2025-08-14 13F Fmr Llc 16 369 514 −19,47 1 789 024 −15,84
2025-08-04 13F One Day In July LLC 405 357 −17,27 44 301 −13,53
2025-08-14 13F Full Sail Capital, LLC 542 357 −2,36 59 274 2,05
2025-08-14 13F Mml Investors Services, Llc 1 232 046 0,03 135 4,69
2025-07-08 13F Melone Private Wealth, LLC 47 809 4,31 5 235 9,22
2025-07-30 13F Forum Financial Management, LP 3 305 29,15 361 35,21
2025-04-02 13F Marcum Wealth, LLC 340 953 9,59 35 653 −0,54
2025-08-14 13F Glen Eagle Advisors, LLC 22 778 −1,70 2 489 2,72
2025-07-30 13F White Lighthouse Investment Management Inc. 7 195 13,06 786 4,80
2025-07-30 13F Nottingham Advisors, Inc. 117 512 −5,41 12 843 −1,15
2025-08-08 13F Francis Financial, Inc. 112 436 −14,31 12 288 −10,44
2025-08-12 13F Ascent Wealth Partners, LLC 1 941 −12,80 212 −8,62
2025-07-15 13F Wela Strategies, Inc. 35 510 4,22 3 881 8,93
2025-08-07 13F Acadian Asset Management Llc 15 833 46,30 2 0,00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB 20 750 10,67 2 268 15,66
2025-07-24 13F Insight Inv LLC 2 828 −1,67 309 3,00
2025-08-04 13F Retirement Systems of Alabama 83 530 0,00 9 129 4,51
2025-07-11 13F Wealth Management Partners, LLC 24 691 −8,19 2 745 −2,42
2025-08-07 13F Everhart Financial Group, Inc. 2 187 1,58 239 6,22
2025-07-22 13F DBK Financial Counsel, LLC 28 303 −1,86 3 093 2,59
2025-08-04 13F JDM Financial Group LLC 762 0,00 83 5,06
2025-07-16 13F/A CX Institutional 64 525 16,45 7 40,00
2025-07-18 13F First United Bank Trust/ 95 0,00 10 11,11
2025-08-05 13F Gilbert & Cook, Inc. 11 396 −0,10 1 245 4,45
2025-08-11 13F Morling Financial Advisors, LLC 1 088 0,00 119 4,42
2025-08-13 13F Holos Integrated Wealth LLC 420 −28,57 47 −24,59
2025-08-08 13F Your Advocates Ltd., LLP 82 −26,13 9 −27,27
2025-08-05 13F Continuum Wealth Advisors, Llc 12 677 −1,78 1 385 2,67
2025-07-09 13F Affinity Capital Advisors, LLC 17 714 −3,82 1 936 10,19
2025-07-09 13F Market Street Wealth Management Advisors Llc 4 445 −7,42 486 −3,39
2025-05-29 13F Apeiron RIA LLC 0 −100,00 0
2025-08-14 13F Visionary Wealth Advisors 20 596 −0,32 2 251 4,17
2025-07-16 13F Banque Pictet & Cie Sa 5 249 14,13 574 19,38
2025-08-13 13F Transce3nd, LLC 744 −2,75 81 2,53
2025-07-18 13F Madrona Financial Services, LLC 2 217 0,05 242 4,76
2025-07-31 13F Fiduciary Wealth Partners, LLC 0 −100,00 0 −100,00
2025-07-23 13F Opulen Financial Group LLC 6 928 0,00 757 4,56
2025-08-12 13F Proequities, Inc. 0 0
2025-08-15 13F Pine Ridge Advisers LLC 347 136 0,57 37 938 5,11
2025-08-08 13F Kingsview Wealth Management, LLC 89 156 4,13 9 744 8,82
2025-08-13 13F Gateway Wealth Partners, LLC 36 259 −4,36 3 963 −0,05
2025-08-14 13F Betterment LLC 40 584 −19,93 4 −20,00
2025-08-06 13F Rialto Wealth Management, LLC 25 645 0,11 2 803 4,63
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-07-30 13F First Citizens Bank & Trust Co 81 268 −26,85 8 882 −23,55
2025-08-04 13F UNIVEST FINANCIAL Corp 14 594 −0,84 1 595 3,57
2025-07-22 13F McNaughton Wealth Management, LLC 5 880 0,05 643 4,56
2025-07-18 13F Rogco, Lp 13 677 2,08 1 495 6,64
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 1 541 0,00 168 4,35
2025-07-17 13F Investment Research & Advisory Group, Inc. 1 777 0,06 194 4,86
2025-08-12 13F Private Management Group Inc 3 364 −4,00 368 0,27
2025-07-09 13F Christopher J. Hasenberg, Inc 135 543 423 471,88 14 813 493 666,67
2025-08-14 13F IHT Wealth Management, LLC 105 225 51,45 11 500 58,53
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 8 019 −3,78 876 0,57
2025-07-24 13F Eastern Bank 11 994 −5,24 1 311 −0,98
2025-07-23 13F Arcadia Investment Advisors Llc 73 037 4,53 7 982 9,25
2025-07-15 13F Kagan Cocozza Asset Management 28 828 13,30 3 151 18,42
2025-08-14 13F Mangrove Partners 232 878 4,29 25 451 9,00
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-07 13F Rathbone Brothers plc 13 574 −0,22 1 484 4,29
2025-07-17 13F Beacon Capital Management, LLC 1 802 −22,43 197 −19,01
2025-05-07 13F Intellus Advisors LLC 0 −100,00 0
2025-08-14 13F Keebeck Wealth Management, LLC 28 694 −1,03 3 136 3,43
2025-08-14 13F Sunbelt Securities, Inc. 55 208 6,31 6 361 17,15
2025-08-04 13F Kovack Advisors, Inc. 5 404 −17,21 591 −13,49
2025-08-12 13F Integrated Advisors Network LLC 61 989 −1,17 6 775 3,28
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 101 760 3,39 11 121 8,05
2025-07-25 13F Lion Street Advisors, LLC 2 876 −45,52 314 −43,01
2025-08-04 13F Hantz Financial Services, Inc. 137 114,06 0
2025-08-07 13F Fidelis Capital Partners, LLC 85 812 −5,04 9 509 5,39
2025-08-11 13F HighTower Advisors, LLC 2 849 282 −5,22 311 398 −0,95
2025-08-06 13F Wsfs Capital Management, Llc 21 544 −13,31 2 355 −9,39
2025-08-13 13F Trustmark National Bank Trust Department 33 785 −0,98 3 692 3,50
2025-05-09 13F Delta Financial Group, Inc. 21 003 5,79 2 0,00
2025-08-19 13F Asset Dedication, LLC 13 488 9,01 1 474 14,00
2025-08-11 13F Strategic Wealth Partners, Ltd. 8 132 1,96 889 −4,93
2025-08-13 13F Aspire Growth Partners LLC 3 068 0,36 335 7,72
2025-08-01 13F Zhang Financial LLC 16 457 2,38 1 799 7,02
2025-08-06 13F S&t Bank/pa 7 638 0,00 835 4,51
2025-05-01 13F Schechter Investment Advisors, LLC 20 844 189,34 2 180 162,53
2025-07-22 13F Jamison Private Wealth Management, Inc. 13 001 −0,56 1 421 3,88
2025-04-24 13F Financial Life Advisors 0 −100,00 0
2025-08-14 13F Disciplina Capital Management LLC 919 0,00 100 4,17
2025-07-09 13F Sandbox Financial Partners, LLC 39 171 1 924,34 4 281 2 019,31
2025-07-07 13F Modus Advisors, LLC 5 394 1,62 589 6,13
2025-07-24 13F Ashford Advisors, LLC 1 290 −64,99 548 42,08
2025-07-11 13F Cypress Financial Planning Llc 16 575 10,97 1 811 16,02
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 60 965 4,19 6 663 8,89
2025-07-23 13F Stephen J. Garry & Associates, Llc 2 596 −2,66 284 1,80
2025-08-14 13F Talon Private Wealth, LLC 6 883 −2,31 752 2,17
2025-07-10 13F Kmg Fiduciary Partners, Llc 67 967 5,71 7 428 10,49
2025-07-29 13F Aspiriant, Llc 48 781 44,25 5 331 50,76
2025-07-22 13F Verus Wealth Management, Llc 30 342 −9,02 3 316 −4,90
2025-08-07 13F Nwam Llc 27 670 −51,36 3 087 −48,12
2025-08-11 13F Amara Financial, Llc. 23 172 −48,98 2 533 −46,68
2025-07-30 13F Sterling Investment Management, Inc. 2 974 −3,72 325 0,62
2025-07-31 13F Conservest Capital Advisors, Inc. 153 343 −37,86 16 759 −35,06
2025-07-23 13F Element Wealth, LLC 48 843 −2,94 5 338 1,44
2025-05-16 13F Coordinated Financial Services, Inc./CO 9 487 19,32 992 16,98
2025-04-17 13F Montecito Bank & Trust 56 946 −0,29 5 955 −9,51
2025-07-31 13F Brighton Jones Llc 33 046 6,17 3 612 10,97
2025-08-05 13F Fourth Dimension Wealth, LLC 10 108 −12,57 1 105 −8,61
2025-08-08 13F King Wealth 189 442 0,16 21 5,26
2025-07-16 13F Embree Financial Group 97 487 −14,19 10 654 −10,31
2025-08-08 13F Petix & Botte Co 2 202 0,00 241 4,35
2025-07-29 13F Signature Estate & Investment Advisors Llc 25 173 −13,44 2 751 −9,51
2025-08-13 13F Balanced Wealth Group Llc 25 528 −8,97 2 815 −3,99
2025-08-07 13F Gs Investments, Inc. 10 470 −3,46 1 144 0,88
2025-08-14 13F Becker Capital Management Inc 414 585 −27,14 45 310 −23,85
2025-07-11 13F Rockwood Wealth Management, LLC 15 144 −5,59 1 655 −1,31
2025-07-30 13F Ardent Capital Management, Inc. 6 196 0,00 677 4,64
2025-08-14 13F Bluefin Capital Management, Llc 4 832 528
2025-07-17 13F/A Capital Investment Advisors, LLC 247 706 −4,88 27 072 −0,59
2025-08-05 13F Seelaus Asset Management LLC 2 712 −14,64 296 −10,84
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-07-15 13F Sheets Smith Wealth Management 38 156 1,34 4 170 5,92
2025-05-15 13F Twin Tree Management, LP Call 0 −100,00 0 −100,00
2025-08-14 13F Aft, Forsyth & Sober, LLC 54 275 0,00 5 932 4,49
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 135 274 1,88 14 146 −7,54
2025-04-30 13F Sofos Investments, Inc. 173 −71,36 18 −71,87
2025-07-02 13F Helen Stephens Group, LLC 2 582 −17,14 282 −13,23
2025-07-08 13F Madison Park Capital Advisors, LLC 37 840 −8,81 4 136 −4,70
2025-07-23 13F Richwood Investment Advisors, LLC 72 496 0,95 7 923 5,51
2025-07-18 13F Heritage Financial Services, LLC 2 105 0,57 230 5,50
2025-07-31 13F 180 Wealth Advisors, Llc 7 879 −1,73 861 2,74
2025-08-14 13F Ieq Capital, Llc 524 527 −35,27 57 326 −32,35
2025-08-14 13F First Foundation Advisors 9 538 −1,02 1 042 3,48
2025-08-12 13F Trexquant Investment LP 3 378 −35,55 369 −32,66
2025-07-21 13F Old Second National Bank Of Aurora 927 −55,58 101 −53,67
2025-08-12 13F Accredited Wealth Management, LLC 12 264 −1,05 1 340 3,40
2025-07-15 13F IMS Capital Management 4 860 0,00 531 4,53
2025-07-23 13F High Note Wealth, LLC 1 700 0,00 186 4,52
2025-08-13 13F River Wealth Advisors LLC 5 673 −65,43 620 −63,93
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 2 800 0,00 306 4,79
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4 000 −48,05 418 −52,87
2025-04-17 13F Partners Wealth Management, Llc 0 −100,00 0
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 5 102 0,00 558 4,50
2025-07-22 13F Signature Wealth Management Partners, LLC 0 −100,00 0
2025-07-18 13F Trilogy Capital Inc. 384 315 23,44 42 002 29,01
2025-08-01 13F Penobscot Wealth Management 3 393 −9,66 371 −5,61
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 63 646 −47,61 6 956 −45,24
2025-08-07 13F Palisade Asset Management, LLC 36 583 4,76 3 998 9,50
2025-08-05 13F Navalign, LLC 195 745 2,30 21 393 6,92
2025-07-23 NP IRSNX - Voya Target Retirement 2035 Fund Class I 42 919 9,96 4 522 3,64
2025-07-30 13F Retirement Planning Group 27 904 −6,90 3 050 −2,71
2025-07-11 13F Annex Advisory Services, LLC 41 051 −13,42 4 487 −9,52
2025-07-22 13F Mascoma Wealth Management LLC 69 622 0,39 7 609 4,92
2025-07-24 13F Baldwin Brothers Inc/ma 2 983 0,00 326 4,82
2025-08-05 13F Cherry Tree Wealth Management, LLC 3 833 −29,40 419 −26,28
2025-08-13 13F American Investment Services, Inc. 5 636 1,18 616 5,67
2025-04-18 13F Rakuten Securities, Inc. 0 −100,00 0
2025-08-12 13F SPX Equities Gestao de Recursos Ltda 787 565 73,14 86 073 80,96
2025-08-14 13F Engineers Gate Manager LP 15 682 1 714
2025-07-29 13F Werba Rubin Papier Wealth Management 2 772 14,59 303 19,84
2025-08-12 13F Howe & Rusling Inc 86 666 14,65 9 472 19,83
2025-08-14 13F Ruggaard & Associates LLC 2 248 −51,81 246 −49,69
2025-07-18 13F Panoramic Capital Partners, LLC 118 303 22,78 13 378 53,32
2025-08-13 13F Allegheny Financial Group LTD 10 641 19,78 1 163 25,08
2025-07-09 13F Alesco Advisors Llc 2 361 858 5,33 258 127 10,09
2025-08-20 13F Forefront Wealth Partners, LLC 23 043 3,56 2 655 14,14
2025-08-12 13F Clearwater Capital Advisors, LLC 10 196 −6,84 1 114 −2,62
2025-08-14 13F Financial Engines Advisors L.L.C. 9 656 104 10,66 1 055 316 15,65
2025-07-28 13F Arlington Financial Advisors, LLC 0 −100,00 0
2025-08-01 13F Bessemer Group Inc 840 922 −6,48 92 −3,19
2025-08-07 13F Sollinda Capital Management LLC 3 047 333
2025-07-18 13F Swp Financial Llc 17 662 0,02 1 930 4,55
2025-07-09 13F Fjell Capital, LLC 0 −100,00 0
2025-07-07 13F General Partner, Inc. 14 115 0,00 1 543 4,47
2025-05-15 13F Twin Tree Management, LP Put 0 −100,00 0 −100,00
2025-07-18 13F Bartlett & Co. Wealth Management Llc 464 245 6,10 50 737 10,89
2025-08-05 13F Sage Capital Management, LLC 3 319 0,24 363 4,62
2025-04-15 13F Corrigan Financial, Inc. 17 796 −1,48 1 861 −10,62
2025-07-23 13F Lansing Street Advisors 10 220 1,70 1 117 6,29
2025-07-09 13F Exchange Bank 5 558 −0,61 607 3,94
2025-07-15 13F Tepp RIA, LLC 0 −100,00 0
2025-08-07 13F Americana Partners, LLC 61 512 2,60 6 723 7,23
2025-07-25 13F Almanack Investment Partners, LLC. 5 029 105,27 550 114,45
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 14 744 0,00 1 476 −15,46
2025-07-23 NP VRSAX - Voya Target Retirement 2060 Fund Class I 16 714 11,90 1 761 5,51
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 23 850 0,00 2 607 4,53
2025-08-04 13F Atria Investments Llc 57 647 −4,74 6 300 −0,44
2025-08-11 13F FSA Wealth Management LLC 1 005 0,00 62 6,90
2025-08-12 13F Laurel Wealth Advisors LLC 13 728 611 11 144,76 126 −99,02
2025-08-12 13F Forum Private Client Group LLC 11 175 −0,48 1 221 4,00
2025-07-07 13F Upper Left Wealth Management, LLC 5 032 7,00 550 11,81
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-07-16 13F Arkansas Financial Group, Inc. 56 971 −3,16 6 382 15,14
2025-08-12 13F/A Brightwater Advisory LLC 5 958 0,00 651 4,49
2025-07-15 13F BCS Wealth Management 2 406 16,18 0
2025-08-13 13F Tobias Financial Advisors, Inc. 0 −100,00 0
2025-08-13 13F Dana Investment Advisors, Inc. 19 627 −7,95 2 145 −3,77
2025-07-25 NP UCMCX - Cornerstone Moderately Conservative Fund 14 173 0,00 1 493 −5,74
2025-07-09 13F WealthCare Investment Partners, LLC 29 191 7,55 3 301 28,86
2025-08-01 13F Envestnet Asset Management Inc 16 819 881 −5,56 1 838 231 −1,30
2025-08-12 13F Financial Advocates Investment Management 105 945 11 579
2025-07-22 13F Wealthcare Advisory Partners LLC 240 184 19,61 26 250 25,01
2025-07-23 13F Madden Advisory Services, Inc. 30 106 1,21 3 290 5,79
2025-08-11 13F Private Advisor Group, LLC 570 720 −0,28 62 374 4,22
2025-08-14 13F Hamilton Capital, LLC 1 865 204
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 24 260 0,16 2 651 4,70
2025-07-11 13F AA Financial Advisors, LLC 2 791 −2,04 305 2,69
2025-07-16 13F Vision Capital Management, Inc. 382 609 17,64 41 815 22,95
2025-07-30 13F Bleakley Financial Group, LLC 290 589 63,48 31 759 70,86
2025-08-14 13F Sig Brokerage, Lp Put 4 500 0,00 492 4,47
2025-07-31 13F Sage Mountain Advisors LLC 36 753 −9,07 4 017 −4,97
2025-04-25 13F EnRich Financial Partners LLC 0 −100,00 0
2025-07-31 13F Forte Asset Management Llc 6 331 −34,48 692 −31,58
2025-07-31 13F Leavell Investment Management, Inc. 37 482 −11,27 4 096 −7,27
2025-07-14 13F Abacus Planning Group, Inc. 4 255 465
2025-07-23 13F Peak Financial Management, Inc. 68 803 1,53 7 520 6,11
2025-07-25 13F Keener Financial Planning LLC 151 668 25,54 17 33,33
2025-07-14 13F Chapin Davis, Inc. 20 321 0,61 2 221 5,11
2025-07-23 13F Stonegate Investment Group, LLC 19 033 −9,17 2 080 −5,07
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 7 769 −1,48 849 3,03
2025-08-08 13F Pioneer Trust Bank N A/or 6 560 −0,61 717 3,77
2025-07-16 13F Formidable Asset Management, LLC 5 859 0,00 613 0,00
2025-05-14 13F ZEGA Investments, LLC 0 −100,00 0
2025-08-15 13F Lantern Wealth Advisors, LLC 2 045 −3,26 224 −8,23
2025-07-11 13F Marshall & Sullivan Inc /wa/ 351 38
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0
2025-08-14 13F Capital Planning Advisors, LLC 0 −100,00 0
2025-07-10 13F Professional Financial Advisors, LLC 6 044 −3,59 661 0,76
2025-08-12 13F Archvest Wealth Advisors, Inc. 0 −100,00 0
2025-07-18 13F Naples Global Advisors, Llc 65 120 12,09 7 117 17,15
2025-08-08 13F Crossmark Global Holdings, Inc. 9 482 −26,39 1 036 −23,09
2025-07-15 13F Garrett Investment Advisors LLC 3 473 0,32 380 4,99
2025-07-30 13F Capstone Triton Financial Group, LLC 0 −100,00 0
2025-08-08 13F Capital Investment Counsel, Inc 496 0,00 54 5,88
2025-08-05 13F Transatlantique Private Wealth Llc 7 500 0,00 820 4,46
2025-07-23 13F Charter Trust Co 235 313 0,35 25 717 4,88
2025-07-08 13F S.E.E.D. Planning Group LLC 5 607 0,20 613 4,62
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 14 214 0,00 1 553 4,51
2025-08-14 13F Modern Wealth Management, LLC 126 167 262,49 13 789 278,90
2025-07-29 13F Kelman-Lazarov, Inc. 202 401 0,04 22 120 4,55
2025-08-08 13F Tortoise Investment Management, LLC 99 648 −2,32 10 891 2,09
2025-08-08 13F Burling Wealth Partners, Llc 127 202 −1,14 13 902 3,32
2025-07-15 13F Northside Capital Management, LLC 3 158 0,00 345 4,55
2025-07-30 13F Evermay Wealth Management Llc 96 554 −4,62 10 552 −0,31
2025-07-15 13F MCF Advisors LLC 328 782 6,37 35 933 11,17
2025-07-02 13F Doliver Advisors, Lp 4 602 −4,11 503 0,20
2025-07-15 13F GSB Wealth Management, LLC 16 021 −0,73 1 751 3,73
2025-07-31 13F Sentinel Trust Co Lba 3 672 0,00 0
2025-08-08 13F Bouchey Financial Group Ltd 5 779 0,00 632 4,47
2025-07-17 13F Guyasuta Investment Advisors Inc 4 209 4,47 460 9,26
2025-08-12 13F BlueStem Wealth Partners, LLC 4 046 −0,27 442 4,25
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 22 316 67,10 2 439 74,64
2025-08-11 13F Inspire Advisors, LLC 19 125 16,87 2 090 22,15
2025-08-07 13F Birchcreek Wealth Management, LLC 8 470 −7,36 926 −3,24
2025-08-14 13F Aprio Wealth Management, LLC 5 563 −37,10 608 −34,31
2025-08-07 13F Midwest Trust Co 231 622 25 314
2025-08-14 13F Fairview Capital Investment Management, Llc 3 244 −0,31 355 4,12
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 147 0,00 16 6,67
2025-08-08 13F ProVise Management Group, LLC 132 728 −1,25 14 506 3,20
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 2 380 295 −5,53 260 142 −1,26
2025-08-12 13F White Pine Capital Llc 6 155 0,11 673 4,67
2025-08-12 13F Peachtree Investment Partners, LLC 67 0,00 7 0,00
2025-07-18 13F Marino, Stram & Associates Llc 118 119 −8,21 12 909 −4,07
2025-07-22 13F Dougherty Wealth Advisers LLC 17 711 −13,29 1 936 −9,37
2025-08-04 13F Assetmark, Inc 977 507 0,77 106 832 5,32
2025-07-16 13F Amarillo National Bank 2 121 0,00 232 4,52
2025-08-11 13F One Capital Management, LLC 62 685 2,09 6 851 6,70
2025-07-31 13F Oak Harbor Wealth Partners, Llc 60 074 −0,60 6 565 3,88
2025-08-15 13F Chapman Financial Group, Llc 628 0,00 69 −5,56
2025-07-25 13F Cwm, Llc 148 936 −35,80 16 −33,33
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-13 13F Level Four Advisory Services, Llc 35 845 23,94 3 918 29,53
2025-07-17 13F Summit Financial Strategies, Inc. 241 011 13,93 26 340 19,08
2025-08-13 13F Proactive Wealth Strategies LLC 1 885 0
2025-08-12 13F PKS Advisory Services, LLC 171 236 1,38 18 714 5,97
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 21 687 0,10 2 370 4,64
2025-07-14 13F Argentarii, LLC 7 730 −16,43 845 −12,72
2025-08-04 13F Partners in Financial Planning 2 294 −19,34 251 −15,82
2025-07-22 13F Miracle Mile Advisors, LLC 71 000 233,10 7 760 248,25
2025-07-16 13F Stillwater Capital Advisors, LLC 2 486 4,45 272 9,27
2025-04-22 13F Hill Island Financial Llc 0 −100,00 0 −100,00
2025-04-29 13F Ceera Investments, Llc 0 −100,00 0
2025-08-12 13F SRS Capital Advisors, Inc. 5 189 49,32 1 030 183,75
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-08-01 13F Centerpoint Advisors, LLC 125 813 −2,45 14 0,00
2025-08-13 13F Rsm Us Wealth Management Llc 94 245 −3,16 10 300 1,22
2025-08-08 13F Arvest Bank Trust Division 21 823 7,89 2 385 12,77
2025-08-12 13F Eley Financial Management, Inc 29 753 2,37 3 252 6,77
2025-07-24 13F Lee Financial Co 46 494 3,16 5 081 7,81
2025-07-24 13F Bryant Woods Investment Advisors, LLC 87 826 −4,24 9 600 0,09
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 401 840 −14,62 43 917 −10,77
2025-07-21 13F Triad Wealth Partners, LLC 3 955 −10,15 432 −6,09
2025-05-07 13F Maridea Wealth Management LLC 0 −100,00 0
2025-08-14 13F Obsidian Personal Planning Solutions LLC 139 695 3,01 15 267 12,43
2025-08-05 13F Tiaa Trust, National Association 516 031 −1,52 56 397 2,93
2025-07-24 13F True Link Financial Advisors, LLC 2 472 −56,87 270 −54,92
2025-07-07 13F Kings Path Partners LLC 82 −57,29 9 −60,00
2025-08-15 13F Resources Management Corp /ct/ /adv 81 0,00 0
2025-06-26 NP FGSM - Frontier Asset Global Small Cap Equity ETF 132 639 7,86 13 281 −8,81
2025-07-21 13F New Century Financial Group, LLC 8 077 883
2025-07-21 13F Qrg Capital Management, Inc. 12 516 34,26 1 368 40,35
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 401 487 0,65 43 878 5,19
2025-07-15 13F Td Private Client Wealth Llc 138 647 −7,74 15 153 −3,58
2025-08-11 13F United Capital Financial Advisers, Llc 1 119 971 −5,60 122 402 −1,34
2025-07-10 13F Security National Bank 7 025 −0,75 768 3,65
2025-08-11 13F FineMark National Bank & Trust 148 182 −7,49 16 195 −3,32
2025-08-14 13F Hirtle Callaghan & Co LLC 3 516 0,00 384 4,63
2025-07-17 13F SWS Partners 14 725 −10,18 1 609 −6,13
2025-08-06 13F Vantage Financial Partners, LLC 47 117 −53,14 5 149 −51,03
2025-08-14 13F Core Wealth Advisors, Inc. 17 995 −1,27 1 967 3,20
2025-08-14 13F/A Skopos Labs, Inc. 2 206 95,57 241 105,98
2025-07-31 13F Graybill Bartz & Assoc Ltd 47 074 0,58 5 145 5,11
2025-08-01 13F Ashton Thomas Private Wealth, LLC 177 469 −29,82 19 396 −26,66
2025-08-08 13F Wealth Quarterback LLC 1 905 −31,30 208 −28,03
2025-07-10 13F Clare Market Investments LLC 3 289 −41,12 359 −38,53
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 1 031 −94,78 112 −94,57
2025-07-08 13F Northstar Advisory Group, LLC 5 397 0,41 590 4,80
2025-07-30 13F Dupree Financial Group, LLC 5 992 −2,54 655 1,87
2025-08-13 13F Nicolet Bankshares Inc 5 643 4,66 617 9,41
2025-08-05 13F GHP Investment Advisors, Inc. 78 469 −0,60 8 576 3,88
2025-08-05 13F Ellevest, Inc. 14 682 −24,45 1 605 −21,06
2025-08-14 13F Tennessee Valley Asset Management Partners 0 −100,00 0
2025-08-14 13F Common Fund For Nonprofit Organizations 110 890 0,36 12 119 4,89
2025-09-09 13F NWF Advisory Services Inc. 8 018 −2,27 876 2,22
2025-08-11 13F Blue Bell Private Wealth Management, Llc 4 339 5,14 474 9,98
2025-07-23 13F Maryland State Retirement & Pension System 0 −100,00 0
2025-07-24 13F Morton Brown Family Wealth, LLC 824 −3,74 90 1,12
2025-07-23 13F Elevate Wealth Advisory, Inc 715 544,14 78 609,09
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 136 0,00 15 0,00
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares 70 051 −3,72 7 656 0,62
2025-08-04 13F BLB&B Advisors, LLC 657 365 −2,21 71 843 2,21
2025-08-14 13F Frisch Financial Group, Inc. 0 −100,00 0
2025-06-03 13F Invst, LLC 3 454 10,11 361 0,00
2025-08-12 13F Public Sector Pension Investment Board 276 499 156,40 30 219 167,99
2025-07-21 13F Ascent Group, LLC 18 172 −17,47 1 986 −13,77
2025-08-14 13F Helium Advisors LLC 6 558 −3,77 717 0,56
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 17 620 −4,08 1 926 0,26
2025-08-13 13F Congress Wealth Management LLC / DE / 465 815 7,06 50 909 11,72
2025-08-07 13F Resources Investment Advisors, LLC. 157 504 −2,03 17 214 2,40
2025-08-14 13F Palisade Capital Management Llc/nj 14 964 4,95 1 635 9,73
2025-04-11 13F Safeguard Financial, LLC 4 038 −2,23 422 −11,16
2025-08-13 13F Parkworth Wealth Management, Inc. 30 0,00 3 0,00
2025-07-30 13F Studio Investment Management Llc 5 443 6,08 595 10,82
2025-08-12 13F Trans-Canada Capital Inc. 0 −100,00 0
2025-08-13 13F Cerity Partners LLC 3 754 934 50,84 410 377 57,65
2025-08-14 13F Advisor OS, LLC 11 724 −12,51 1 281 −8,57
2025-08-14 13F Fosun International Ltd 0 −100,00 0
2025-07-30 13F Eqis Capital Management, Inc. 29 847 −23,78 3 262 −20,34
2025-08-14 13F Wealth Preservation Advisors, LLC 909 −31,45 99 −28,26
2025-08-14 13F Financial Advisory Service, Inc. 29 312 −3,28 3 204 1,07
2025-06-18 NP NDMAX - Nationwide Investor Destinations Moderately Aggressive Fund Class A 157 074 −1,32 15 728 −16,58
2025-08-11 13F HHM Wealth Advisors, LLC 1 027 0,00 112 4,67
2025-07-22 13F Valley National Advisers Inc 37 703 −13,80 4 0,00
2025-07-23 13F Spectrum Asset Management, Inc. (NB/CA) 4 762 520
2025-07-25 13F GFS Advisors, LLC 149 555 0,55 16 345 5,09
2025-07-23 13F Country Club Bank /gfn 49 169 1,98 5 384 7,36
2025-07-22 13F Journey Beyond Wealth, LLC 36 368 −1,59 3 975 2,85
2025-05-06 13F JPL Wealth Management, LLC 4 824 533
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 779 866 2,61 85 7,59
2025-08-06 13F Mcrae Capital Management Inc 4 327 −25,46 473 −22,24
2025-07-28 13F Aries Wealth Management 2 446 −46,86 267 −44,49
2025-08-12 13F Viawealth, Llc 20 777 0,12 2 271 4,61
2025-07-15 13F Mainstream Capital Management LLC 0 −100,00 0
2025-07-21 13F Syntax Research, Inc. 32 460 −1,20 3 548 3,26
2025-07-29 13F Flavin Financial Services, Inc. 16 390 −5,70 1 791 −1,43
2025-05-07 13F Spectrum Wealth Counsel, LLC 3 856 −85,05 403 −86,44
2025-07-29 13F Wingate Wealth Advisors, Inc. 3 101 −23,15 339 −19,71
2025-07-11 13F Capital Advantage, Inc. 44 352 −66,23 4 847 −67,97
2025-08-14 13F/A Rockefeller Capital Management L.P. 1 459 080 1,11 159 751 5,86
2025-08-14 13F Evergreen Capital Management Llc 169 738 50,55 18 551 57,34
2025-07-11 13F Phillips Wealth Planners LLC 2 190 245
2025-07-28 13F Cypress Wealth Services, LLC 1 968 −42,69 215 −40,11
2025-08-14 13F TT Capital Management LLC 13 881 1 439
2025-07-09 13F Goelzer Investment Management, Inc. 164 692 −0,07 17 999 4,44
2025-08-04 13F Noesis Capital Mangement Corp 52 473 −19,74 5 735 −16,12
2025-07-11 13F William Howard & Co Financial Advisors Inc 3 271 0,00 358 4,39
2025-08-12 13F Atlas Capital Advisors Llc 113 −54,62 12 −53,85
2025-08-12 13F Franklin Resources Inc 943 085 −16,66 103 070 −12,90
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 1 859 203
2025-08-14 13F Mercer Global Advisors Inc /adv 403 562 −12,65 43 621 −8,82
2025-08-11 13F Slagle Financial, LLC 1 982 217
2025-08-14 13F Hrt Financial Lp 19 556 337,10 2
2025-07-10 13F Exchange Traded Concepts, Llc 123 872 −9,18 13 538 −5,09
2025-08-12 13F Eldridge Investment Advisors, Inc. 43 243 −0,65 4 726 3,85
2025-08-07 13F Weil Company, Inc. 2 396 −82,80 262 −82,07
2025-08-01 13F Yukon Wealth Management, Inc. 6 505 −0,81 711 3,65
2025-08-08 13F Wiser Advisor Group LLC 3 495 −0,77 382 3,53
2025-08-08 13F SBI Securities Co., Ltd. 17 900 −0,63 1 956 3,88
2025-08-12 13F one8zero8, LLC 2 364 52,22 258 59,26
2025-08-12 13F Zacks Investment Management 26 837 −14,12 2 933 −10,25
2025-07-22 13F Powell Investment Advisors, LLC 6 969 20,49 762 25,99
2025-07-29 13F Empirical Asset Management, LLC 6 421 −3,04 702 1,30
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 6 040 0,08 660 4,60
2025-08-08 13F Laurel Wealth Planning LLC 10 335 −11,56 1 130 −7,61
2025-08-07 13F Shared Vision Wealth Group LLC 4 578 9,52 505 15,33
2025-06-24 NP MWFQX - MainStay Equity ETF Allocation Fund Class R3 58 501 1,03 5 858 −14,60
2025-07-28 13F Founders Grove Wealth Partners, Llc 21 175 −4,01 2 314 0,35
2025-08-14 13F Financial Advisors Network, Inc. 2 659 −11,01 291 −7,05
2025-07-17 13F Leverty Financial Group, LLC 19 201 53,11 2 098 60,03
2025-08-15 13F High Falls Advisors, Inc 3 193 −4,91 349 −0,85
2025-07-09 13F Baron Wealth Management LLC 213 802 −6,62 23 366 −2,41
2025-05-13 13F Kimelman & Baird, LLC 0 −100,00 0
2025-08-11 13F Brown Brothers Harriman & Co 470 850 1,63 51 459 6,22
2025-07-28 13F Hudson Capital Management LLC 7 874 −90,73 861 −90,31
2025-07-30 13F/A KPP Advisory Services LLC 48 088 −0,23 5 256 4,27
2025-08-14 13F Mariner, LLC 1 745 765 −0,18 190 795 4,33
2025-08-18 13F/A Westwood Holdings Group Inc 4 822 −31,78 527 −28,82
2025-07-22 13F Red Door Wealth Management, LLC 2 030 3,05 222 7,80
2025-08-07 13F Samalin Investment Counsel, LLC 17 342 18,53 1 895 23,86
2025-08-13 13F Solidarilty Wealth, LLC 41 657 6,18 4 553 10,97
2025-07-28 13F Bridges Investment Management Inc 1 447 377 1,04 158 184 5,60
2025-07-17 13F Norris Perne & French Llp/mi 112 922 3,51 12 341 8,19
2025-07-30 13F Sanders Morris Harris Llc 2 835 1,43 310 5,82
2025-08-12 13F FourThought Financial Partners, LLC 13 946 47,58 1 524 54,25
2025-07-09 13F Pallas Capital Advisors LLC 4 978 −23,87 544 −20,35
2025-07-18 13F Cohen Klingenstein LLC 2 400 0,00 262 4,80
2025-07-28 13F Nadler Financial Group, Inc. 3 796 11,45 415 16,29
2025-07-14 13F Narus Financial Partners, LLC 19 103 −18,75 2 088 −15,09
2025-07-29 13F Balboa Wealth Partners 3 361 8,00 367 12,92
2025-08-05 13F Beckerman Institutional, LLC 11 998 −8,84 1 0,00
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 41 937 −21,68 4 583 −18,15
2025-08-14 13F Toroso Investments, LLC 146 914 16 056
2025-04-29 13F Financial Network Wealth Management LLC 28 133 −16,57 3 −33,33
2025-08-13 13F BCJ Capital Management, LLC 25 552 78,20 2 793 86,26
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 7 507 −6,42 820 −2,15
2025-07-09 13F Channel Wealth Llc 2 759 302
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 4 215 −0,82 461 12,47
2025-07-21 13F Matauro, Llc 6 922 −8,74 757 −4,67
2025-08-07 13F Zions Bancorporation, National Association /ut/ 8 663 0,00 947 4,53
2025-08-14 13F Newport Capital Group, LLC 2 774 −2,91 303 1,68
2025-07-23 13F Woodside Wealth Management LLC 23 142 −0,20 2 529 4,33
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 3 761 0,00 411 4,58
2025-08-13 13F Kilter Group LLC 48 5
2025-07-31 13F RedJay Asset Management Inc. 90 000 112,26 9 836 121,88
2025-08-12 13F NFP Retirement, Inc. 149 159 −3,18 16 302 1,19
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 15 448 169,46 1 628 154,22
2025-08-29 13F Total Investment Management Inc 103 11
2025-07-28 13F Variant Private Wealth, LLC 34 851 −25,62 3 809 −22,27
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 23 587 11,33 2 578 16,34
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 88 421 4,01 9 664 8,71
2025-07-23 13F Ironwood Financial, llc 109 294 0,00 11 429 0,00
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-07-09 13F Keystone Wealth Services, LLC 3 952 0,23 432 4,61
2025-07-10 13F Orgel Wealth Management, LLC 4 183 0,43 457 5,06
2025-08-04 13F Hicks Capital Management Llc 26 538 −1,00 2 900 3,46
2025-08-14 13F Waterway Wealth Management, LLC 99 196 4,80 10 842 9,54
2025-07-23 13F Kingswood Wealth Advisors, Llc 17 866 −11,12 1 953 −7,14
2025-08-08 13F Advisors Capital Management, LLC 6 228 −21,12 681 −17,58
2025-07-22 13F Woodmont Investment Counsel Llc 2 953 −4,15 323 0,00
2025-08-12 13F PSI Advisors, LLC 3 696 −8,36 404 −4,28
2025-07-25 13F NorthRock Partners, LLC 24 083 −7,03 2 633 −2,81
2025-05-06 13F SpringVest Wealth Management LLC 0 −100,00 0
2025-05-12 13F Select Asset Management & Trust 0 −100,00 0
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 32 591 33,61 3 562 39,65
2025-07-30 13F MEMBERS Trust Co 846 299 −3,64 92 492 0,71
2025-07-22 13F Red Tortoise LLC 1 545 0,00 169 4,35
2025-08-13 13F Leuthold Group, Llc 3 160 345
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-08-12 13F Bokf, Na 622 197 −19,73 68 000 −16,11
2025-08-08 13F C V Starr & Co Inc 200 458 21 908
2025-08-14 13F First Commonwealth Financial Corp /pa/ 7 616 −30,91 832 −27,78
2025-08-07 13F Winthrop Capital Management, LLC 14 045 −0,66 2 0,00
2025-08-11 13F Atlantic Private Wealth, LLC 103 8,42 11 22,22
2025-08-12 13F Ames National Corp 16 846 7,75 1 841 12,67
2025-07-29 13F APCM Wealth Management for Individuals 224 363 11,63 24 521 16,67
2025-08-04 13F Arkadios Wealth Advisors 82 047 −34,29 8 967 −31,33
2025-08-13 13F Milestone Investment Advisors LLC 11 671 −24,64 1 276 −21,25
2025-08-13 13F Bernardo Wealth Planning LLC 1 958 −9,81 0
2025-07-22 13F Kickstand Ventures, Llc. 11 187 113,45 1 223 122,99
2025-07-16 13F Novem Group 21 157 −0,54 2 312 3,96
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-13 13F Aristides Capital LLC 60 000 0,00 6 557 4,51
2025-08-12 13F Main Management ETF Advisors, LLC 0 −100,00 0
2025-08-28 13F/A Lavaca Capital Llc Call 300 0,00 33 3,23
2025-07-15 13F Peddock Capital Advisors, Llc 4 666 0,00 510 4,52
2025-07-18 13F Wetzel Investment Advisors, Inc. 6 582 −85,25 719 −84,59
2025-07-17 13F Albion Financial Group /ut 320 428 −0,55 35 020 3,94
2025-05-15 13F Pinnacle Family Advisors, LLC 0 −100,00 0
2025-07-31 13F West Michigan Advisors, Llc 3 614 1,72 395 6,20
2025-07-17 13F Northwest Wealth Management, Llc 1 899 208
2025-08-11 13F Brown Wealth Management, Llc 4 526 −89,11 495 −88,64
2025-07-16 13F Magnus Financial Group LLC 305 034 −0,35 33 337 4,15
2025-08-12 13F Umpqua Bank 11 287 −1,48 1 264 5,60
2025-08-14 13F Stonehaven Wealth & Tax Solutions, Llc 4 361 4,21 477 8,92
2025-04-29 13F Financiere des Professionnels - Fonds d,investissement inc. 0 −100,00 0 −100,00
2025-07-31 13F Pinnacle Wealth Management Group, Inc. 9 765 −1,69 1 067 2,79
2025-04-24 13F Wright Fund Managment, LLC 0 −100,00 0 −100,00
2025-07-28 13F J.Safra Asset Management Corp 0 −100,00 0
2025-07-31 13F Carnegie Capital Asset Management, LLC 48 805 −4,38 5 334 11,97
2025-07-15 13F Maseco Llp 6 905 755
2025-07-22 13F Macroview Investment Management Llc 18 549 3,44 2 027 8,11
2025-08-06 13F Spurstone Advisory Services, LLC 0 −100,00 0
2025-08-07 13F Summit X, LLC 11 189 −6,15 1 223 −1,93
2025-08-08 13F Smithfield Trust Co 179 722 3,27 20 5,56
2025-08-14 13F CoreFirst Bank & Trust 31 131 4,53 3 402 9,25
2025-08-28 13F/A Lavaca Capital Llc 1 319 61,05 144 69,41
2025-08-07 13F Cumberland Advisors Inc 61 370 −9,22 6 707 −5,12
2025-07-08 13F Ptm Wealth Management, Llc 7 132 −0,89 807 23,81
2025-08-05 13F Telos Capital Management, Inc. 53 835 3,58 5 884 8,24
2025-08-12 13F Fairscale Capital, LLC 495 0,00 55 5,88
2025-07-14 13F Hoey Investments, Inc 264 −1,49 29 0,00
2025-08-13 13F Quantbot Technologies LP 30 159 3 296
2025-07-25 13F JustInvest LLC 5 845 11,06 639 16,00
2025-07-22 13F Schwab Charitable Fund 9 369 11,36 1 024 16,38
2025-07-29 13F Mutual Of America Capital Management Llc 25 270 −31,78 2 762 −28,71
2025-07-29 13F FLC Capital Advisors 11 091 −0,22 1 212 4,30
2025-07-31 13F GLOBALT Investments LLC / GA 0 −100,00 0
2025-08-13 13F Stenger Family Office, LLC 0 −100,00 0
2025-08-14 13F Glenview Trust Co 673 534 −1,49 73 611 2,96
2025-08-14 13F Arete Wealth Advisors, LLC 19 103 −17,06 2 0,00
2025-08-07 13F Argent Advisors, Inc. 4 724 0,00 516 4,67
2025-08-11 13F Invenio Wealth Partners Llc 4 346 3,92 475 8,47
2025-07-14 13F Foster Group, Inc. 7 956 92,36 870 101,16
2025-07-17 13F DiNuzzo Private Wealth, Inc. 780 0,00 85 4,94
2025-08-08 13F WASHINGTON TRUST Co 164 340 2,40 17 961 7,02
2025-07-10 13F Sharkey, Howes & Javer 9 697 −32,68 1 060 −29,68
2025-07-09 13F Bulwark Capital Corp 272 30
2025-07-29 13F Foster & Motley Inc 3 288 −0,21 0
2025-07-24 13F JNBA Financial Advisors 105 757 −7,93 11 558 −3,76
2025-08-11 13F Shoker Investment Counsel, Inc. 349 797 28,81 38 230 34,63
2025-08-13 13F Daner Wealth Management, LLC 5 306 0,11 607 −4,27
2025-08-13 13F Crescent Grove Advisors, LLC 181 902 −1,28 19 880 3,18
2025-07-08 13F Juncture Wealth Strategies, Llc 2 905 −19,82 317 −16,14
2025-08-04 13F Live Oak Private Wealth LLC 4 963 −0,16 542 4,43
2025-08-06 13F/A Flagship Private Wealth, LLC 11 611 −3,39 1 269 1,04
2025-07-09 13F Byrne Asset Management LLC 48 −29,41 5 −28,57
2025-08-11 13F Culbertson A N & Co Inc 22 435 3,65 2 452 8,31
2025-07-25 13F Landmark Wealth Management, LLC 63 878 3,14 7 0,00
2025-07-30 13F Pacific Sun Financial Corp 8 335 −4,67 911 −0,44
2025-07-16 13F Spirepoint Private Client, Llc 11 280 2,84 1 233 7,50
2025-08-01 13F/A GGM Financials LLC 5 844 −5,59 639 −1,39
2025-07-21 13F Pflug Koory, LLC 317 0,32 35 3,03
2025-08-07 13F Private Advisory Group LLC 41 038 −33,03 4 485 −30,00
2025-07-23 NP IRSMX - Voya Target Retirement 2030 Fund Class I 32 181 10,35 3 391 3,99
2025-07-28 13F WealthPLAN Partners, LLC 3 884 −32,57 425 −29,57
2025-08-14 13F Navigoe, LLC 375 −6,95 0
2025-07-23 13F Indiana Trust & Investment Management CO 7 554 −5,41 826 −1,20
2025-07-28 13F Sagespring Wealth Partners, Llc 157 309 −19,75 17 192 −16,12
2025-08-06 13F SP Asset Management LLC 5 414 −1,37 592 2,96
2025-07-31 13F/A Avion Wealth 13 903 38,23 2 0,00
2025-07-23 13F Clear Creek Financial Management, LLC 21 761 30,59 2 378 36,51
2025-07-31 13F Turning Point Benefit Group, Inc. 3 482 32,29 381 55,10
2025-08-11 13F Principal Securities, Inc. 268 461 −18,19 29 340 −22,40
2025-08-08 13F VeraBank, N.A. 22 132 −0,01 2 419 4,49
2025-07-16 13F Congress Asset Management Co /ma 12 657 −6,42 1 383 −2,19
2025-08-12 13F Seeds Investor Llc 7 116 21,97 778 27,38
2025-05-14 13F Monterey Private Wealth, Inc. 2 425 0,12 254 −9,32
2025-07-29 13F Liquid Strategies, LLC 122 066 9,19 13 341 14,11
2025-08-08 13F Compass Wealth Management LLC 16 331 −7,36 1 785 −3,20
2025-08-14 13F Dimension Capital Management Llc 192 433 44,37 21 031 50,90
2025-07-28 13F Cornerstone Wealth Group, LLC 55 072 −8,46 6 019 −4,32
2025-08-01 13F GoalVest Advisory LLC 699 −58,04 76 −56,32
2025-07-24 13F McKinley Carter Wealth Services, Inc. 150 354 −6,27 16 432 −2,04
2025-08-05 13F Milestone Asset Management, Llc 0 −100,00 0
2025-08-13 13F Whalerock Point Partners, Llc 4 437 −3,50 485 0,83
2025-07-09 13F Roth Financial Partners LLC 194 820 6,11 21 293 10,91
2025-08-14 13F NCM Capital Management, LLC 3 587 −1,37 392 3,16
2025-07-17 13F G&S Capital LLC 48 932 3,23 5 348 7,89
2025-08-04 13F Integrity Alliance, Llc. 9 793 −18,78 1 070 −15,08
2025-09-12 13F/A Valeo Financial Advisors, LLC 2 267 439 2,06 245 566 11,52
2025-08-04 13F Ledyard National Bank 5 610 −10,21 613 −6,13
2025-07-21 13F Clarity Capital Partners LLC 5 884 −25,42 643 −21,97
2025-07-25 13F We Are One Seven, LLC 85 918 −11,24 9 390 −7,24
2025-07-17 13F Heritage Investment Group, Inc. 116 107 −17,30 12 689 −13,57
2025-07-15 13F LeConte Wealth Management, LLC 2 333 0,00 255 4,53
2025-07-17 13F Fifth Third Securities, Inc. 97 668 3,76 10 674 8,45
2025-08-06 13F Walkner Condon Financial Advisors LLC 37 417 15,47 4 089 20,66
2025-07-22 13F Net Worth Advisory Group 2 673 292
2025-08-06 13F Atlas Legacy Advisors, LLC 55 165 −13,97 6 028 −10,13
2025-08-04 13F Amplius Wealth Advisors, LLC 282 789 −13,92 30 905 −10,04
2025-08-04 13F Premier Path Wealth Partners, LLC 70 931 5,35 7 752 10,11
2025-08-08 13F Wealth Alliance 25 249 1,30 2 759 5,87
2025-07-09 13F Brand Asset Management Group, Inc. 2 518 0,00 275 4,56
2025-07-25 13F Ellis Investment Partners, LLC 79 104 −0,32 8 645 4,18
2025-07-28 13F Harbour Trust & Investment Management Co 201 910 −2,54 22 067 1,86
2025-08-13 13F Aufman Associates Inc 3 923 0,20 429 4,65
2025-07-10 13F Aua Capital Management, Llc 14 118 0,00 1 543 4,47
2025-07-17 13F Wagner Wealth Management, Llc 1 435 0,00 157 4,00
2025-08-04 13F Center for Financial Planning, Inc. 13 816 −2,98 1 510 1,34
2025-07-10 13F Focus Financial Network, Inc. 35 317 −5,65 3 860 −1,41
2025-08-15 13F Equitable Holdings, Inc. 503 509 3,11 55 028 7,76
2025-08-04 13F Pensionmark Financial Group, Llc 215 996 −4,38 23 606 −0,06
2025-08-13 13F Berkshire Asset Management Llc/pa 8 664 −2,26 947 3,05
2025-07-07 13F Verde Capital Management 42 765 −3,75 4 674 0,60
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 9 589 0,68 1 048 2,45
2025-08-06 13F Chancellor Financial Group WB LP 2 690 −0,48 294 4,26
2025-07-18 13F Provident Wealth Management, LLC 59 434 0,76 6 496 5,30
2025-07-10 13F Piscataqua Savings Bank 1 872 110,57 205 121,74
2025-07-16 13F Sylvest Advisors, LLC 81 192 2,00 8 873 6,61
2025-08-07 13F Peninsula Asset Management Inc 105 327 0,52 11 511 5,06
2025-07-14 13F MY Wealth Management Inc. 2 160 −3,79 236 0,85
2025-07-30 13F Strategic Blueprint, LLC 73 336 −11,81 8 015 −7,83
2025-07-11 13F LongView Wealth Management 2 096 −21,59 229 −17,92
2025-07-22 13F Highland Capital Management, Llc 3 261 0,00 356 4,40
2025-07-23 13F Vontobel Holding Ltd. 8 500 −5,82 929 −1,59
2025-07-23 13F Heck Capital Advisors, LLC 137 048 −34,21 14 978 −31,24
2025-08-13 13F Legacy Capital Wealth Partners, LLC 11 738 −28,22 406 −53,45
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 166 280 −0,67 18 173 3,81
2025-07-16 13F Global Wealth Management, LLC 87 477 −9,92 9 895 −2,56
2025-08-14 13F London Co Of Virginia 10 −95,05 1 −95,24
2025-04-18 13F Wolf Group Capital Advisors 21 509 15,68 2 249 21,44
2025-05-15 13F Hall Laurie J Trustee 0 −100,00 0
2025-08-14 13F Sterling Wealth Management, Inc. 2 396 −46,85 262 −49,71
2025-08-14 13F Lazard Asset Management Llc 302 391 −5,94 33 0,00
2025-07-31 13F Nilsine Partners, LLC 6 390 14,76 698 19,93
2025-08-13 13F Lauer Wealth, LLC 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 12 427 548 −5,10 1 358 207 −0,82
2025-07-16 13F Investment Partners Asset Management, Inc. 3 476 2,75 380 7,37
2025-08-13 13F Green Harvest Asset Management LLC 8 318 −7,69 909 −3,50
2025-07-08 13F Chemistry Wealth Management LLC 10 945 0,00 1 196 4,55
2025-07-18 13F Institute for Wealth Management, LLC. 6 695 141,26 732 152,07
2025-07-03 13F Fiduciary Financial Group, Llc 9 215 −0,90 1 022 16,67
2025-07-21 13F Hilltop National Bank 18 450 −8,02 2 016 −12,77
2025-08-07 13F BOK Financial Private Wealth, Inc. 175 962 −1,85 19 231 2,58
2025-08-11 13F Dorsey & Whitney Trust CO LLC 65 532 −8,76 7 162 −4,65
2025-08-14 13F Summit Trail Advisors, Llc 94 225 10 298
2025-08-07 13F Davis R M Inc 21 344 −5,26 2 333 −0,98
2025-07-29 13F Arista Wealth Management, LLC 1 848 202
2025-07-30 13F Whittier Trust Co 651 841 2,35 71 239 6,97
2025-07-28 13F Morris Financial Concepts, Inc. 116 714 −3,49 12 756 0,86
2025-08-12 13F Coldstream Capital Management Inc 12 625 −20,05 1 380 −16,47
2025-07-21 13F Catalina Capital Group, LLC 1 907 −3,74 208 0,48
2025-07-24 13F GFG Capital, LLC 2 386 −3,71 261 0,39
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 6 036 215 −5,92 659 698 −1,67
2025-07-11 13F Quad-Cities Investment Group, LLC 33 023 −1,18 3 609 3,29
2025-07-25 13F Concord Wealth Partners 3 261 −1,81 356 2,59
2025-07-10 13F ARS Wealth Advisors Group, LLC 3 710 −2,60 405 1,76
2025-07-23 13F Nelson Capital Management, LLC 9 804 −18,16 1 071 −14,46
2025-07-15 13F Patriot Investment Management Inc. 16 824 0,47 1 839 4,97
2025-08-12 13F Sfmg, Llc 2 302 −1,12 252 3,29
2025-07-08 13F Granite Bay Wealth Management, LLC 224 958 12,57 25 20,00
2025-08-13 13F Allie Family Office LLC 4 304 0,26 470 4,91
2025-07-25 13F Pandora Wealth, Inc. 2 545 10,65 278 15,83
2025-07-15 13F McAdam, LLC 50 689 12,87 5 540 17,95
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-07-10 13F Moody National Bank Trust Division 63 104 0,00 6 897 4,52
2025-07-30 13F Patten Group, Inc. 2 181 −30,78 238 −27,66
2025-07-24 13F Costello Asset Management, INC 4 765 0,00 521 4,42
2025-08-08 13F eCIO, Inc. 92 270 5,95 10 084 10,74
2025-08-14 13F ICW Investment Advisors LLC 2 103 −0,90 230 3,62
2025-07-22 13F Blue Square Asset Management, Llc 33 117 −66,55 3 619 −65,04
2025-07-30 13F Avidian Wealth Solutions, LLC 292 492 17,60 31 966 22,90
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II 112 480 4,61 12 293 9,33
2025-07-30 13F Pittenger & Anderson Inc 193 515 −1,40 21 149 3,05
2025-08-12 13F 17 Capital Partners, Llc 0 −100,00 0
2025-07-18 13F Nabity-Jensen Investment Management Inc 4 380 0,00 479 4,37
2025-08-04 13F Linscomb & Williams, Inc. 8 557 −0,09 935 4,47
2025-08-06 13F Washington Trust Bank 3 598 −8,03 393 −3,91
2025-07-23 13F Lakeshore Capital Group, Inc. 1 837 201
2025-07-18 13F Vicus Capital 538 466 5,43 58 849 10,18
2025-07-22 13F DT Investment Partners, LLC 0 −100,00 0
2025-07-30 13F Wallace Advisory Group, LLC 2 740 0,00 287 −9,21
2025-08-13 13F Colonial Trust Advisors 36 236 −14,65 3 960 −10,79
2025-07-29 13F Orin Green Financial, LLC 45 920 −0,13 5 019 15,65
2025-07-15 13F Pine Haven Investment Counsel, Inc 4 230 0,00 462 4,52
2025-07-30 13F/A Alpha Wealth Funds, LLC 15 597 −1,81 1 705 2,59
2025-08-15 13F Keel Point, LLC 78 172 3,49 8 543 8,15
2025-08-01 13F Liberty Wealth Management Llc 5 372 −0,22 587 4,45
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II 25 495 9,19 2 786 14,13
2025-08-04 13F Evergreen Advisors, LLC 169 036 −0,67 18 474 3,81
2025-08-13 13F Keystone Financial Group 23 288 −10,93 2 559 −7,18
2025-07-23 13F RMG Wealth Management LLC 245 27
2025-08-13 13F Millstone Evans Group, LLC 375 −17,22 41 −14,89
2025-08-12 13F Segall Bryant & Hamill, Llc 139 959 −0,54 15 296 3,96
2025-08-13 13F Colonial Trust Co / SC 32 851 −6,63 3 590 −2,42
2025-08-06 13F Mascagni Wealth Management, Inc. 16 567 −8,96 1 811 −4,84
2025-08-06 13F Commonwealth Equity Services, Llc 3 725 028 −10,97 407 −6,86
2025-08-12 13F Tarbox Family Office, Inc. 112 440 11,48 12 289 16,52
2025-08-14 13F Fort Point Capital Partners LLC 14 750 −10,38 1 612 −6,33
2025-07-31 13F Richards, Merrill & Peterson, Inc. 11 734 12,47 1 282 17,61
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-07-22 13F Marks Group Wealth Management, Inc 7 863 −6,52 859 −2,28
2025-07-11 13F Grove Bank & Trust 278 355 −10,44 30 421 −6,40
2025-08-14 13F Wilshire Associates Inc 28 120 0,72 3 073 952,40
2025-07-31 13F PKO Investment Management Joint-Stock Co 39 786 −20,09 4 348 −16,48
2025-08-12 13F Southeast Asset Advisors Inc. 24 418 0,06 2 669 4,59
2025-08-14 13F Premier Financial Group 840 95
2025-08-11 13F Greykasell Wealth Strategies, Inc. 36 246 −1,39 3 961 3,07
2025-08-06 13F Round Rock Advisors, LLC 225 215 2,20 24 614 6,81
2025-07-15 13F Drum Hill Capital, LLC 2 465 0,00 269 4,67
2025-08-13 13F Ally Invest Advisors Inc. 378 973 8,12 41 418 13,00
2025-08-14 13F Fortress Private Ledger, Llc 5 073 −16,43 554 −12,62
2025-07-10 13F Bath Savings Trust Co 3 193 0,00 349 4,50
2025-07-17 13F Janney Capital Management LLC 5 538 −0,32 1
2025-08-12 13F Concentrum Wealth Management 2 330 −91,12 255 −90,74
2025-08-27 NP Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 12 351 0,00 1 350 4,49
2025-07-15 13F Evanson Asset Management, LLC 20 186 −0,78 2 206 3,71
2025-08-01 13F Clark Asset Management, LLC 3 596 −21,45 393 −17,99
2025-04-15 13F Noble Wealth Management PBC 32 063 −4,40 3 353 −13,25
2025-07-09 13F David J Yvars Group 19 067 144,35 2 084 155,58
2025-07-14 13F Farmers Trust Co 26 928 −14,09 2 943 −10,22
2025-07-08 13F TL Private Wealth 8 035 0,21 893 23,00
2025-07-30 13F Fiduciary Planning LLC 2 054 0,00 224 4,67
2025-07-30 13F Bogart Wealth, LLC 3 969 107,37 434 116,50
2025-08-14 13F Garden State Investment Advisory Services LLC 2 839 −6,43 311 −2,21
2025-05-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-07-31 13F Darden Wealth Group Inc 13 350 −8,22 1 459 −4,08
2025-08-12 13F Quadcap Wealth Management, LLC 16 183 −0,99 1 769 3,45
2025-05-15 13F Occidental Asset Management, LLC 0 −100,00 0
2025-04-29 13F Hm Payson & Co 46 444 −4,41 4 857 −13,24
2025-07-24 13F Ridgeline Wealth Planning, LLC 6 632 22,57 725 28,14
2025-07-28 13F Axxcess Wealth Management, Llc 353 432 1,31 38 627 5,89
2025-05-01 13F Quest 10 Wealth Builders, Inc. 21 708 −2,52 2 330 −9,16
2025-08-08 13F Hudock, Inc. 274 540 −2,81 30 005 1,57
2025-04-28 13F Pinnacle Financial Partners Inc 185 375 3,74 19 392 −5,82
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II 75 673 4,76 8 270 9,49
2025-07-17 13F Fiduciary Advisors, Inc. 13 497 49,95 1 475 56,75
2025-08-13 13F Sepio Capital, LP 15 696 −33,71 1 715 −30,74
2025-08-05 13F Smith Shellnut Wilson Llc /adv 23 094 5,66 2 524 10,42
2025-08-13 13F Per Stirling Capital Management, LLC. 73 235 −17,62 8 004 −13,91
2025-07-16 13F Bright Financial Advisors, Inc. 89 476 0,41 9 779 4,94
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II 71 382 3,77 7 801 8,45
2025-08-18 13F Wolverine Trading, Llc Put 5 600 −47,17 613 −44,37
2025-08-18 13F Wolverine Trading, Llc Call 36 300 −14,99 3 974 −10,52
2025-07-09 13F VisionPoint Advisory Group, LLC 4 268 47,68 466 54,30
2025-08-06 13F Strategic Financial Partners, Ltd. 45 048 −29,89 4 923 −26,73
2025-08-01 13F Pasadena Private Wealth, LLC 10 000 0,00 1 093 4,50
2025-08-14 13F Citadel Advisors Llc Call 54 900 165,22 6 000 177,26
2025-08-14 13F Citadel Advisors Llc 163 901 −49,29 17 913 −47,00
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 74 862 −0,11 8 182 4,39
2025-08-08 13F Collaborative Wealth Managment Inc. 3 713 24,97 406 30,65
2025-08-14 13F Citadel Advisors Llc Put 43 000 88,60 4 699 97,11
2025-08-06 13F North Capital, Inc. 1 087 0,00 119 4,42
2025-08-14 13F Sentinel Wealth Management, Inc. 18 039 2
2025-07-11 13F Hilltop Wealth Advisors, Llc 0 −100,00 0
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 1 286 7 464,71 141 13 900,00
2025-07-07 13F Greenfield Savings Bank 39 773 3,72 4 347 8,38
2025-07-14 13F Opal Wealth Advisors, LLC 2 762 −75,07 302 −74,01
2025-07-17 13F Clear Point Advisors Inc. 4 409 −1,98 482 2,34
2025-08-04 13F Quaker Wealth Management, LLC 452 49
2025-07-23 13F Trustees of Dartmouth College 174 600 −30,16 19 082 −27,01
2025-07-17 13F Western Financial Corp/CA 0 −100,00 0
2025-07-25 13F Investment Advisory Group, LLC 117 525 −0,14 12 844 4,36
2025-07-22 13F Marietta Wealth Management, LLC 98 356 0,77 10 749 5,32
2025-07-21 13F Sageworth Trust Co 121 030 −31,61 13 227 −28,52
2025-07-23 NP IRSPX - Voya Target Retirement 2045 Fund Class I 37 269 8,54 3 927 2,32
2025-05-07 13F Horan Capital Advisors, LLC. 6 133 5,81 641 −3,90
2025-07-23 13F New England Professional Planning Group Inc. 168 356 1,13 18 400 5,69
2025-08-12 13F Boston Research & Management Inc 76 184 3,17 8 14,29
2025-07-25 13F Community Bank, N.A. 116 191 −0,01 12 698 4,50
2025-08-13 13F Fiduciary Group LLC 93 231 −5,40 10 189 −1,13
2025-08-14 13F Raymond James Financial Inc 13 964 084 −0,82 1 526 135 3,66
2025-07-15 13F Graypoint LLC 238 040 −33,58 26 015 −30,58
2025-08-08 13F Principal Financial Group Inc 135 564 1,13 14 816 5,70
2025-08-13 13F Capital Analysts, Inc. 96 924 −51,36 11 −50,00
2025-07-14 13F CRA Financial Services, LLC 22 936 −1,28 2 507 3,17
2025-07-07 13F Versant Capital Management, Inc 1 995 22,17 218 28,24
2025-08-08 13F Davies Financial Advisors, Inc. 10 851 −13,54 1 186 −9,68
2025-08-12 13F Summit Global Investments 2 297 0
2025-08-13 13F VestGen Advisors, LLC 39 835 −8,79 4 354 −4,66
2025-07-08 13F RMR Wealth Builders 240 711 6,64 26 307 11,45
2025-08-11 13F Diversified Portfolios, Inc. 25 670 11,33 2 805 16,34
2025-07-30 13F Advantage Trust Co 307 0,00 34 3,13
2025-08-14 13F Wick Capital Partners, LLC 3 383 −91,50 3 806 −8,53
2025-08-07 13F Summit Asset Management, LLC 173 199 0,49 18 929 5,02
2025-08-11 13F Tidemark, LLC 260 15,56 28 21,74
2025-08-12 13F Camden National Bank 82 714 5,62 9 040 10,39
2025-07-31 13F Topsail Wealth Management, LLC 1 673 0,12 183 4,60
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2 492 515 83,76 281 854 98,72
2025-07-22 13F Capital City Trust Co/fl 5 114 −1,26 559 3,14
2025-08-29 NP CGHIX - Timber Point Global Allocations Fund Institutional Class Shares 2 000 −77,78 219 −76,83
2025-07-07 13F RDA Financial Network 17 451 −1,56 1 907 2,91
2025-08-13 13F Schroder Investment Management Group 1 800 0,00 197 4,26
2025-07-16 13F Octavia Wealth Advisors, LLC 3 136 −13,03 343 −9,28
2025-08-14 13F Benjamin Edwards Inc 68 984 −5,00 7 539 −0,71
2025-08-12 13F Park Square Financial Group, LLC 466 −29,29 51 −26,47
2025-08-14 13F Strategic Wealth Designers 0 −100,00 0 −100,00
2025-07-23 NP VTUFX - Voya Target Retirement 2065 Fund Class R6 7 280 21,90 767 14,99
2025-05-13 13F Watts Gwilliam & Co., LLC 71 554 0,30 7 482 −9,08
2025-08-05 13F Hills Bank & Trust Co 55 612 −6,25 6 078 −2,03
2025-07-15 13F Avaii Wealth Management, Llc 3 274 5,92 358 10,53
2025-07-16 13F Beaumont Financial Advisors, LLC 31 524 −1,02 3 445 3,45
2025-07-31 13F Catalyst Capital Advisors LLC 2 380 295 −5,53 260 142 −1,26
2025-08-15 13F Nikulski Financial, Inc. 70 589 −6,65 7 715 −2,44
2025-07-15 13F Postrock Partners Llc 4 800 0,00 525 4,59
2025-07-10 13F Bigelow Investment Advisors, LLC 57 291 5,86 6 261 10,64
2025-08-11 13F Anb Bank 45 281 −4,27 4 949 0,04
2025-08-05 13F Dunhill Financial, LLC 27 293 725,06 2 983 764,35
2025-08-08 13F Emerald Investment Partners, Llc 15 765 −33,81 1 723 −30,84
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-08-12 13F Twin Focus Capital Partners, Llc 19 328 −4,17 2 112 0,14
2025-07-11 13F Trust Co Of Virginia /va 10 540 0,53 1 152 5,02
2025-07-15 13F Bank Of Stockton 151 410 −0,61 16 548 3,88
2025-07-17 13F Janney Montgomery Scott LLC 684 007 −13,41 75 −9,76
2025-07-01 13F Kera Capital Partners, Inc. 1 887 206
2025-08-14 13F Synovus Financial Corp 578 665 3,97 63 244 8,66
2025-08-12 13F RiverFront Investment Group, LLC 6 777 −98,84 741 −98,79
2025-07-22 13F JSF Financial, LLC 18 788 2,23 2 053 6,87
2025-08-01 13F First National Trust Co 467 501 −1,14 51 093 3,32
2025-08-07 13F Future Fund LLC 31 894 3 486
2025-08-08 13F Advyzon Investment Management, LLC 13 204 35 586,49 1 443 48 000,00
2025-04-22 13F Bright Futures Wealth Management, LLC. 8 768 −0,71 828 −20,79
2025-05-13 13F CacheTech Inc. 4 543 9,29 475 −0,63
2025-07-16 13F Kingsman Wealth Management, Inc. 3 939 −34,20 430 −31,20
2025-08-08 13F Creative Planning 1 283 517 −6,23 140 276 −2,00
2025-07-08 13F Twele Capital Management, Inc. 170 180 0,65 18 599 5,19
2025-08-22 13F Cim Investment Mangement Inc 108 207 −50,89 11 826 −51,15
2025-07-09 13F Stokes Capital Advisors, LLC 6 158 −12,33 673 −8,31
2025-07-25 13F Tranquility Partners, LLC 20 803 −1,34 2 274 3,13
2025-08-11 13F Resurgent Financial Advisors LLC 11 422 −8,84 1 248 −4,73
2025-06-18 NP NDAAX - Nationwide Investor Destinations Aggressive Fund Class A 112 333 −0,64 11 248 −16,00
2025-07-22 13F Old National Bancorp /in/ 99 281 99,22 10 850 108,21
2025-07-28 13F Pettinga Financial Advisors, LLC 90 242 −2,05 9 863 2,38
2025-08-13 13F Cheviot Value Management, LLC 1 695 0,00 188 8,09
2025-07-21 13F Riverview Trust Co 297 0,00 32 3,23
2025-08-14 13F Potomac Fund Management Inc /adv 3 210 −3,20 358 14,74
2025-07-29 13F Fundamentun, Llc 18 317 −47,98 2 002 −45,65
2025-08-14 13F Comerica Bank 1 122 636 1,02 122 693 5,58
2025-08-06 13F AE Wealth Management LLC 23 133 −55,93 2 528 −53,94
2025-07-17 13F Patton Albertson Miller Group, Llc 2 952 −17,36 323 −13,67
2025-07-18 13F Community Bank & Trust, Waco, Texas 2 486 10,83 0
2025-08-04 13F AMG National Trust Bank 32 111 −1,74 3 509 2,69
2025-07-25 13F Gw Henssler & Associates Ltd 4 192 −8,63 458 −4,38
2025-08-26 13F/A Thrivent Financial For Lutherans 223 535 −48,91 24 −52,94
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II 11 008 5,14 1 203 9,96
2025-08-14 13F DRW Securities, LLC 3 076 336
2025-08-07 13F Retirement Investment Advisors, Inc. 14 902 −0,05 1 629 4,43
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 146 252 −0,16 15 984 4,34
2025-08-13 13F Johnson Financial Group, Inc. 58 508 42,54 6 394 48,97
2025-07-17 13F White Pine Investment CO 62 714 −1,67 7 0,00
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 14 030 −22,17 1 533 −18,67
2025-08-12 13F Cornerstone Wealth Management, LLC 26 586 0,27 2 906 4,80
2025-07-08 13F Hickory Point Bank & Trust 2 508 8,20 274 13,22
2025-08-12 13F JMG Financial Group, Ltd. 26 831 0,29 2 932 4,83
2025-08-12 13F Titleist Asset Management, Llc 124 419 18,02 13 598 23,35
2025-08-14 13F Icon Wealth Advisors, LLC 920 100
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II 116 631 6,45 12 747 11,25
2025-07-18 13F Pure Financial Advisors, Inc. 163 073 489,84 17 822 516,46
2025-08-25 NP MML Series Investment Fund II - MML Blend Fund Initial Class 52 258 −2,86 5 711 1,53
2025-07-14 13F Park Avenue Securities Llc 129 824 14
2025-07-21 13F Monticello Wealth Management, Llc 51 474 0,19 5 626 4,71
2025-07-30 13F Principle Wealth Partners Llc 10 285 −96,39 1 124 −96,23
2025-07-03 13F Lam Group, Inc. 4 000 0,00 437 4,55
2025-08-13 13F EverSource Wealth Advisors, LLC 7 062 −25,38 772 −22,04
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 31 070 −62,15 3 396 −60,45
2025-07-29 13F AssuredPartners Investment Advisors, LLC 9 244 −10,63 1 010 −6,57
2025-07-18 13F Mitsubishi UFJ Asset Management (UK) Ltd. 41 000 0,00 4 0,00
2025-07-18 13F PFG Investments, LLC 16 514 −21,72 1 805 −18,19
2025-08-11 13F Empowered Funds, LLC 9 960 1 089
2025-08-14 13F Strive Asset Management, LLC 0 −100,00 0
2025-08-18 13F Tyler-Stone Wealth Management 11 245 −1,85 1 229 2,50
2025-08-14 13F Bragg Financial Advisors, Inc 8 594 −0,76 939 3,76
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 98 993 53,60 10 819 60,53
2025-07-11 13F Congress Park Capital LLC 0 −100,00 0
2025-07-29 13F Millburn Ridgefield Corp 2 380 295 −5,53 260 142 −1,26
2025-07-23 13F BankPlus Trust Department 678 −37,11 74 −33,93
2025-08-06 13F DDFG, Inc 2 399 0,25 262 4,80
2025-07-10 13F Sovran Advisors, LLC 3 550 −63,04 398 −57,08
2025-07-15 13F Town & Country Bank & Trust CO dba First Bankers Trust CO 0 −100,00 0
2025-08-04 13F FRG Family Wealth Advisors LLC 14 141 −14,84 1 545 −11,00
2025-08-08 13F CWS Financial Advisors, LLC 173 951 1,34 19 011 5,92
2025-07-22 13F Duncan Williams Asset Management, LLC 11 187 1 223
2025-07-22 13F SOL Capital Management CO 19 008 −1,22 2 0,00
2025-07-18 13F Trust Co Of Vermont 184 728 −2,51 20 189 1,89
2025-08-08 13F Pinney & Scofield, Inc. 2 904 0,00 317 4,62
2025-07-10 13F Park Capital Management, LLC / WI 58 620 2,48 6 407 7,11
2025-08-06 13F Capasso Planning Partners LLC 7 182 −3,08 785 1,29
2025-07-21 13F Kennebec Savings Bank 7 635 0,00 834 4,51
2025-07-30 13F Clune & Associates, Ltd. 50 112 21,45 5 477 26,94
2025-08-06 13F Horan Securities, Inc. 164 095 −28,27 17 934 −25,03
2025-08-13 13F Northwestern Mutual Wealth Management Co 41 302 922 5,77 4 513 996 10,54
2025-06-18 NP NADCX - Nationwide Investor Destinations Moderately Conservative Fund Class A 25 096 −0,79 2 513 −16,15
2025-07-30 13F Insight Advisors, LLC/ PA 7 607 7,60 831 12,45
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 39 800 −18,44 4 350 −14,78
2025-07-25 13F Cypress Capital Group 0 −100,00 0
2025-08-14 13F Quantinno Capital Management LP 39 492 3,46 4 316 8,14
2025-07-30 13F Drive Wealth Management, Llc 42 810 7,12 4 679 11,97
2025-07-30 13F Black Diamond Financial, LLC 22 764 −9,29 2 488 −5,22
2025-07-03 13F Whitcomb & Hess, Inc. 154 763 2,31 16 914 6,93
2025-07-15 13F Boyd Wealth Management, LLC 38 819 −2,13 4 243 2,29
2025-08-07 13F/A Credit Industriel Et Commercial 5 147 −25,88 563 −22,59
2025-07-24 13F Brandywine Oak Private Wealth Llc 5 280 0,17 577 4,72
2025-08-15 13F First Heartland Consultants, Inc. 6 440 −1,09 704 3,38
2025-04-11 13F Snider Financial Group 0 −100,00 0
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 2 847 0,00 298 0,00
2025-08-12 13F Vickerman Investment Advisors, Inc. 32 822 3,49 3 587 8,17
2025-08-01 13F Reliant Investment Partners, LLC 2 030 0,00 222 4,25
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 55 334 7,98 6 047 12,86
2025-08-07 13F/A Credit Industriel Et Commercial Put 15 000 0,00 1 639 4,53
2025-08-14 13F Marquette Associates, Inc. 0 −100,00 0
2025-07-17 13F Paradigm Financial Partners, Llc 7 916 −3,01 865 1,41
2025-07-17 13F Nova R Wealth, Inc. 14 955 12,16 1 634 17,22
2025-08-13 13F Truvestments Capital Llc 3 753 −15,01 410 −11,06
2025-07-17 13F Smith Chas P & Associates Pa Cpas 80 706 0,57 8 820 5,11
2025-08-12 13F Ade, Llc 8 055 −14,00 880 −10,11
2025-08-05 13F Sunburst Financial Group, LLC 16 699 −0,38 1 825 4,17
2025-08-07 13F Gouws Capital LLC 4 025 0,00 440 4,52
2025-07-18 13F Alley Investment Management Company, LLC 71 912 0,14 7 859 4,66
2025-07-23 13F Richardson Capital Management LLC 2 200 −0,95 240 3,45
2025-08-14 13F Catalyst Financial Partners Llc 263 882 2,62 28 840 7,25
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II 34 212 4,91 3 739 9,65
2025-07-16 13F Colton Groome Financial Advisors, Llc 7 634 −12,16 834 −4,14
2025-07-14 13F Lakeshore Financial Planning, Inc. 36 078 0,51 3 943 5,04
2025-08-14 13F C M Bidwell & Associates Ltd 291 0,00 32 3,33
2025-07-21 13F Fortis Capital Advisors, LLC 100 137 5,39 10 944 10,14
2025-07-24 13F Court Place Advisors, LLC 9 425 −0,77 1 030 3,73
2025-07-29 13F Consilio Wealth Advisors, Llc 0 −100,00 0
2025-08-11 13F Nordwand Advisors, LLC 119 590 13 070
2025-08-14 13F MGB Wealth Management, LLC 1 630 18,12 178 23,61
2025-08-12 13F SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0 −100,00 0
2025-08-14 13F Partners Capital Investment Group, Llp 0 −100,00 0
2025-08-13 13F Garner Asset Management Corp 3 721 0,24 407 4,64
2025-08-13 13F Serenus Wealth Advisors, LLC 63 857 −23,23 6 979 −19,74
2025-07-14 13F S.A. Mason LLC 4 478 0,00 489 4,49
2025-07-30 13F Princeton Global Asset Management LLC 12 208 29,76 1 334 35,71
2025-07-14 13F Pacifica Partners Inc. 865 −10,36 95 −1,05
2025-08-08 13F Foundations Investment Advisors, LLC 43 880 80,25 4 796 88,41
2025-08-14 13F Mpwm Advisory Solutions, Llc 511 16,14 56 22,22
2025-07-09 13F Pines Wealth Management, LLC 21 027 3,44 2 378 29,18
2025-07-16 13F John W. Brooker & Co., CPAs 27 899 −75,43 3 182 −73,20
2025-07-15 13F Legacy Financial Group LLC 9 353 −0,97 1 022 3,55
2025-07-10 13F Trust Point Inc. 3 194 −43,54 349 −40,95
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0 −100,00
2025-07-08 13F FF Advisors,LLC 2 627 21,23 287 30,45
2025-08-07 13F Strategy Asset Managers Llc 2 297 −9,99 251 −5,64
2025-08-12 13F Nemes Rush Group LLC 674 9,59 74 14,06
2025-07-17 13F Neumann Capital Management, LLC 118 642 0,22 12 966 4,74
2025-08-12 13F Meridian Wealth Advisors, LLC 5 754 0,17 629 4,67
2025-07-23 13F REAP Financial Group, LLC 605 8,23 66 13,79
2025-07-11 13F Diversified Trust Co 37 414 35,93 4 089 42,04
2025-05-13 13F Terril Brothers, Inc. 0 −100,00 0
2025-07-15 13F Missouri Trust & Investment Co 18 173 −5,22 1 986 −0,90
2025-08-11 13F Banque Cantonale Vaudoise 738 0,00 0
2025-07-09 13F First Financial Corp /in/ 1 818 0,00 199 4,21
2025-07-15 13F Oxinas Partners Wealth Management LLC 2 974 −2,84 325 1,56
2025-07-31 13F BIP Wealth, LLC 7 743 0,91 846 5,49
2025-05-15 13F Harris Associates L P 0 −100,00 0
2025-08-14 13F Harwood Advisory Group, LLC 1 202 −13,53 131 −18,12
2025-08-12 13F Absolute Capital Management, LLC 19 241 −0,04 2 103 4,47
2025-08-14 13F Family Management Corp 5 459 0,00 597 4,56
2025-07-16 13F TOWER TRUST & INVESTMENT Co 40 0,00 4 0,00
2025-08-06 13F Sound Financial Strategies Group, LLC 7 422 −0,68 811 3,84
2025-07-03 13F CPA Asset Management LLC 2 114 0,00 231 4,52
2025-07-10 13F Uptown Financial Advisors LLC 69 809 5,24 7 629 9,99
2025-08-12 13F Calton & Associates, Inc. 6 207 678
2025-08-14 13F Wilkins Miller Wealth Management, LLC 10 311 66,66 1 127 74,03
2025-07-01 13F Burkett Financial Services, Llc 78 564 12,77 8 586 17,86
2025-08-08 13F/A Ignite Planners, LLC 6 664 −13,06 745 −3,50
2025-07-15 13F Eaton Financial Holdings Company, LLC 13 795 393,03 1 508 416,10
2025-07-25 13F Kellett Schaffner Wealth Advisors LLC 13 366 1,77 1 461 6,34
2025-08-14 13F Royal Bank Of Canada 7 049 946 −2,75 770 491 1,64
2025-07-09 13F Hardin Capital Partners, LLC 11 455 14,85 1 271 21,98
2025-07-11 13F Kapstone Financial Advisors LLC 2 085 0,00 228 4,13
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-07-25 13F waypoint wealth counsel 3 907 −15,45 427 −11,80
2025-08-04 13F Jim Saulnier & Associates, Llc 1 882 206
2025-07-29 13F Kanawha Capital Management Llc 40 893 −2,53 4 469 1,87
2025-08-05 13F Peregrine Asset Advisers, Inc. 2 632 1,04 288 5,51
2025-07-07 13F Investors Research Corp 204 0,00 22 4,76
2025-07-18 13F Lockerman Financial Group, Inc. 19 943 −0,77 2 180 3,71
2025-07-21 13F Capital Planning LLC 30 204 5,09 3 301 9,82
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 31 118 −9,00 3 401 −4,97
2025-08-14 13F Smartleaf Asset Management LLC 21 893 4,57 2 397 10,11
2025-07-18 13F PBMares Wealth Management LLC 10 230 3,86 1 118 8,54
2025-07-17 13F Moody Lynn & Lieberson, Llc 6 088 −2,44 665 1,99
2025-07-29 13F Private Wealth Management Group, LLC 3 363 0,00 368 4,56
2025-08-14 13F Diversify Wealth Management, Llc 2 853 −7,91 326 4,49
2025-08-07 13F Montag A & Associates Inc 52 877 −66,30 5 779 −64,79
2025-05-12 13F Sandy Spring Bank 694 813 2,93 72 657 −6,58
2025-07-29 13F Goldstein Advisors, LLC 15 061 2,66 1 646 7,30
2025-08-11 13F ARS Investment Partners, LLC 3 500 −20,07 383 −24,21
2025-07-17 13F Raleigh Capital Management Inc. 127 −15,89 14 −13,33
2025-07-25 13F St. Louis Trust Co 561 043 0,30 61 316 4,83
2025-08-04 13F Econ Financial Services Corp 108 200 2,51 11 825 7,14
2025-07-21 13F Cardinal Strategic Wealth Guidance 16 −88,06 2 −92,86
2025-08-14 13F Crestmont Private Wealth LLC 42 015 −2,14 4 592 2,27
2025-07-18 13F SOA Wealth Advisors, LLC. 28 900 −4,97 3 158 −0,69
2025-07-22 13F Romano Brothers And Company 50 740 −4,46 5 545 −0,14
2025-08-14 13F Gen-Wealth Partners Inc 1 650 −14,33 180 −10,45
2025-08-14 13F Ancora Advisors, LLC 125 468 2,79 13 712 7,43
2025-07-08 13F Legacy Private Trust Co. 52 828 −8,44 5 774 −4,31
2025-08-08 13F Flaharty Asset Management, LLC 1 528 −20,17 167 −17,00
2025-07-16 13F Fortune Financial Advisors, LLC 7 748 −1,50 847 2,92
2025-07-17 13F Greenleaf Trust 749 930 −2,32 81 960 2,09
2025-07-09 13F Bank of New Hampshire 3 388 −9,10 370 −4,88
2025-07-22 13F Grimes & Company, Inc. 128 433 −3,94 14 036 0,39
2025-08-18 13F Goodman Advisory Group, LLC 0 −100,00 0
2025-08-04 13F Flagship Harbor Advisors, Llc 76 322 31,16 8 341 37,07
2025-08-05 13F LTG Capital LLC 134 269 0,65 14 674 5,20
2025-07-21 13F Mechanics Financial Corp 39 991 −3,27 4 371 1,09
2025-08-14 13F TCG Advisory Services, LLC 22 479 0,21 2 457 4,73
2025-06-26 NP BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 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 76 782 0,00 7 688 −15,46
2025-07-18 13F RKL Wealth Management LLC 416 197 2,26 45 486 6,88
2025-08-11 13F Bradley Foster & Sargent Inc/ct 25 562 241,28 2 794 256,70
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 148 270 5,45 16 204 10,22
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-07-29 13F Ballast, Inc. 0 −100,00 0
2025-07-22 13F Iron Horse Wealth Management, LLC 2 358 0,00 258 4,47
2025-08-07 13F Hughes Financial Services, LLC 1 976 −79,03 219 −77,91
2025-08-14 13F Stage Harbor Financial, Llc 0 −100,00 0
2025-05-15 13F Glenmede Trust Co Na 5 243 517 −0,53 548 315 −9,73
2025-04-29 13F Callan Capital, LLC 3 055 0,00 319 −9,12
2025-05-07 13F Vista Private Wealth Partners. LLC 0 −100,00 0
2025-07-17 13F Tempus Wealth Planning, LLC 2 215 −3,70 242 0,83
2025-07-14 13F Argent Capital Management Llc 0 −100,00 0
2025-08-13 13F Invesco Ltd. 6 133 −11,35 670 −7,33
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 54 818 12,64 5 991 17,72
2025-08-18 13F Old North State Trust, LLC 12 484 11,58 1 0,00
2025-07-09 13F Gilman Hill Asset Management, LLC 7 330 31,57 801 37,63
2025-07-29 13F Regions Financial Corp 3 798 876 5,56 415 179 10,33
2025-08-06 13F ETF Store, Inc. 5 869 −3,14 641 1,26
2025-07-17 13F Catalytic Wealth RIA, LLC 29 375 −41,08 3 210 −38,42
2025-08-06 13F SJA Financial Advisory, LLC 10 027 1,03 1 096 5,59
2025-07-08 13F First National Corp /ma/ /adv 17 354 8,93 1 897 13,87
2025-07-15 13F Santori & Peters, Inc. 23 234 2,00 2 539 6,64
2025-08-14 13F New England Asset Management Inc 13 410 0,00 1 466 4,49
2025-07-14 13F ABLE Financial Group, LLC 15 749 −28,98 1 721 −25,75
2025-08-12 13F Asset Management Group, Inc. 28 886 −2,40 3 157 2,04
2025-07-09 13F Lifelong Wealth Advisors, Inc. 2 893 −1,30 316 3,27
2025-07-02 13F Lvm Capital Management Ltd/mi 6 717 −0,53 1
2025-07-22 13F Tandem Investment Partners LLC 8 910 −1,22 974 3,18
2025-07-09 13F Berkshire Bank 4 680 0,00 511 4,50
2025-07-30 13F BlueChip Wealth Advisors LLC 10 112 −0,66 1 105 3,85
2025-08-07 13F Clarity Wealth Advisors, LLC 3 090 0,98 338 5,64
2025-08-14 13F Camarda Financial Advisors, LLC 6 993 36,53 764 42,80
2025-07-18 13F Loudon Investment Management, LLC 5 010 2,04 548 6,63
2025-08-11 13F Ironsides Asset Advisors, LLC 54 065 −0,15 5 909 4,34
2025-07-25 13F Sovereign Financial Group, Inc. 11 099 9,08 1 213 14,02
2025-08-14 13F Fayez Sarofim & Co 2 146 0,00 235 4,46
2025-07-16 13F Kooman & Associates 4 255 1,62 465 6,41
2025-07-21 13F Intrinsic Value Partners, LLC 14 006 31,81 1 531 37,71
2025-07-23 13F Citizens National Bank Trust Department 74 728 −1,51 8 167 2,94
2025-07-21 13F Sageworth Trust Co of South Dakota 8 203 8,51 897 13,42
2025-08-08 13F Capital Investment Advisory Services, LLC 68 795 −3,34 7 519 1,02
2025-08-13 13F Elgethun Capital Management 3 598 0,08 393 4,80
2025-08-14 13F J. Goldman & Co LP Put 11 200 −93,60 1 224 −93,31
2025-07-23 13F Trueblood Wealth Management, LLC 5 635 8,89 616 13,68
2025-07-28 13F IFG Advisors, LLC 347 221 18,93 37 948 24,29
2025-07-30 13F Probity Advisors, Inc. 8 215 −2,99 898 1,36
2025-08-13 13F Elios Financial Group Inc. 5 934 0,05 648 4,52
2025-07-16 13F Gradient Capital Advisors, LLC 6 325 −1,23 691 3,29
2025-08-12 13F YANKCOM Partnership 27 071 2,12 2 959 6,75
2025-08-13 13F Mackenzie Financial Corp 162 410 0,63 17 750 5,17
2025-07-24 13F Columbia Advisory Partners Llc 3 536 386
2025-08-11 13F Strategic Equity Management 3 261 5,91 356 10,90
2025-07-25 13F Sequoia Financial Advisors, LLC 1 028 123 8,28 112 364 13,17
2025-07-23 13F Fulton Breakefield Broenniman Llc 333 686 −2,84 36 469 1,55
2025-07-09 13F Finley Financial, LLC 4 660 0,00 509 8,53
2025-08-01 13F Oarsman Capital, Inc. 3 237 0,00 354 4,44
2025-08-13 13F Natixis Advisors, L.p. 548 062 −1,27 60 1,72
2025-08-14 13F Peak Asset Management, LLC 13 940 1,46 1 524 6,06
2025-08-06 13F Vestmark Advisory Solutions, Inc. 3 718 21,50 406 27,27
2025-07-15 13F BostonPremier Wealth LLC 70 298 1,17 7 683 5,74
2025-08-01 13F Petra Financial Advisors Inc 3 426 0,00 374 4,47
2025-08-14 13F Aristotle Capital Boston, LLC 67 561 49,29 7 384 56,02
2025-07-30 13F Exencial Wealth Advisors, Llc 11 700 −0,64 1 279 3,82
2025-08-05 13F Key FInancial Inc 7 113 −17,03 777 −13,28
2025-08-08 13F Mv Capital Management, Inc. 4 408 −42,43 482 −39,87
2025-06-24 13F Rainier Family Wealth Inc 0 −100,00 0 −100,00
2025-07-11 13F International Private Wealth Advisors LLC 13 812 −3,10 1 510 1,28
2025-07-31 13F First Business Financial Services, Inc. 562 741 −1,19 61 502 3,27
2025-07-15 13F Forte Capital Llc /adv 2 368 −33,93 259 −31,02
2025-08-12 13F Wood Tarver Financial Group, LLC 802 −5,87 0 −100,00
2025-08-13 13F Wellspring Financial Advisors, LLC 517 145 0,31 16 843 8,01
2025-08-14 13F CoreCap Advisors, LLC 172 518 −6,23 18 855 −2,00
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Domestic ETF 6 301 48,33 689 40,70
2025-06-23 NP AOK - iShares Core Conservative Allocation ETF 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 26 410 3,99 2 644 −12,07
2025-07-25 13F Stephens Consulting, LLC 1 092 95,35 119 105,17
2025-07-21 13F HighMark Wealth Management LLC 86 738 1,72 9 477 6,28
2025-07-29 13F Calamos Wealth Management LLC 530 638 2,40 57 993 7,02
2025-07-21 13F Exchange Capital Management, Inc. 88 647 −3,06 9 688 1,32
2025-08-11 13F Delta Asset Management Llc/tn 172 0,00 19 5,88
2025-07-17 13F Smith Anglin Financial, LLC 4 015 −15,37 439 −11,69
2025-07-15 13F Norden Group Llc 2 924 1,81 320 6,33
2025-07-25 13F McNamara Financial Services, Inc. 50 456 12,22 5 514 17,29
2025-08-14 13F Waters Parkerson & Co., Llc 7 016 0,00 767 4,50
2025-07-31 13F AlTi Global, Inc. 24 652 −7,47 2 694 −3,27
2025-07-17 13F First County Bank /CT/ 16 809 −4,95 1 837 −0,65
2025-07-09 13F Chesley Taft & Associates LLC 356 816 −3,94 38 996 0,39
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 8 940 −6,71 977 −2,50
2025-05-15 13F Tanaka Capital Management Inc 109 0,00 0
2025-08-12 13F Deutsche Bank Ag\ 5 581 −1,06 610 3,40
2025-08-08 13F MTM Investment Management, LLC 965 0,10 105 3,96
2025-07-08 13F Silverleafe Capital Partners, LLC 0 −100,00 0
2025-07-18 13F Forza Wealth Management, LLC 16 186 0,00 1 769 4,49
2025-08-12 13F Coston, McIsaac & Partners 385 0,00 0
2025-07-09 13F Breakwater Capital Group 26 870 −0,25 2 937 4,26
2025-08-07 13F Fund Evaluation Group, LLC 3 010 0,10 329 4,46
2025-07-23 13F Prasad Wealth Partners, LLC 3 183 0,35 348 4,83
2025-07-24 13F Ronald Blue Trust, Inc. 11 153 7,00 1 219 11,85
2025-07-08 13F Heartwood Wealth Advisors LLC 24 536 13,91 2 682 19,05
2025-07-02 13F InvesTrust 5 611 4,27 613 9,07
2025-07-23 13F Roundview Capital LLC 9 440 6,84 1 032 11,70
2025-07-21 13F Barrett & Company, Inc. 7 015 −0,78 767 3,65
2025-07-11 13F Bond & Devick Financial Network, Inc. 2 734 0,00 299 4,56
2025-08-06 13F Golden State Wealth Management, LLC 25 679 −8,31 2 806 −4,17
2025-07-07 13F Rf&l Wealth Management, Llc 7 119 104,33 778 113,74
2025-07-30 13F Chokshi & Queen Wealth Advisors, Inc 0 −100,00 0
2025-07-14 13F Lee-Kelleher Wealth Management 36 166 5,85 3 953 10,64
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A 333 996 43,07 36 502 49,53
2025-07-28 13F Ritholtz Wealth Management 141 729 242,93 15 490 258,46
2025-08-18 13F Finward Bancorp 8 490 8,73 928 13,60
2025-07-25 13F Muirfield Wealth Advisors Llc 54 589 8,30 5 966 13,19
2025-07-23 13F Sax Wealth Advisors, Llc 90 263 −6,11 9 865 −1,87
2025-08-14 13F Ameriprise Financial Inc 5 507 552 2,09 601 837 6,82
2025-08-06 13F Maltin Wealth Management, Inc. 10 044 −1,27 1 098 3,20
2025-05-14 13F Delta Investment Management, LLC 0 −100,00 0
2025-08-06 13F TKG Advisors, LLC 63 570 7,24 6 948 12,08
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 7 265 0,00 794 15,94
2025-08-14 13F Colony Group, LLC 935 578 6,09 102 249 10,88
2025-08-14 13F Sherman Asset Management, Inc. 72 877 −0,00 7 721 1,31
2025-07-14 13F Sweeney & Michel, Llc 7 924 1,94 894 27,03
2025-08-12 13F Landing Point Financial Group, LLC 9 726 2,43 1 063 7,06
2025-07-18 13F Consolidated Planning Corp 46 345 −12,07 5 065 −8,09
2025-07-24 13F Capital Advisors, Ltd. LLC 17 194 −2,48 2 0,00
2025-07-25 13F M.e. Allison & Co., Inc. 6 942 1,98 759 6,61
2025-07-02 13F Jacobs & Co/ca 1 836 0
2025-07-23 13F Ohio National Investments, Inc. 200 000 −0,99 21 858 3,48
2025-08-08 13F IMA Wealth, Inc. 36 179 −55,98 3 954 −53,99
2025-05-14 13F Keeley-Teton Advisors, LLC 4 426 4,73 463 −4,94
2025-08-05 13F Astra Wealth Partners LLC 19 150 8,85 2 093 13,76
2025-08-12 13F Ameritas Investment Partners, Inc. 42 922 1,15 4 691 5,70
2025-07-24 13F Stiles Financial Services Inc 2 627 −1,43 287 3,24
2025-07-31 13F Trademark Financial Management, LLC 3 221 0,44 352 4,78
2025-07-10 13F Financial Management Network Inc 181 803 8,66 20 558 31,65
2025-07-14 13F Maryland Capital Advisors Inc. 1 980 0,00 216 4,35
2025-08-01 13F Advisory Alpha, LLC 6 058 −4,05 662 0,30
2025-08-14 13F Fiduciary Trust Co 452 304 −1,66 49 432 2,78
2025-07-22 13F Sage Financial Group Inc 551 124 −3,47 60 232 0,88
2025-08-12 13F Cowa, Llc 7 585 −62,07 829 −60,35
2025-08-08 13F Omega Financial Group, LLC 122 085 3,70 13 343 8,37
2025-07-22 13F Simplicity Wealth,LLC 48 987 −2,74 5 354 1,63
2025-07-11 13F Bell Bank 0 −100,00 0
2025-08-08 13F First Western Trust Bank 32 045 0,18 3 502 4,72
2025-08-15 13F Lgl Partners, Llc 137 974 −1,31 15 259 4,37
2025-07-21 13F Pacific Financial Group Inc 63 128 −6,62 6 899 −2,40
2025-07-23 13F Viewpoint Capital Management LLC 28 269 0,00 3 090 4,50
2025-08-06 13F Legacy Wealth Managment, LLC/ID 1 323 −23,79 145 −20,44
2025-08-12 13F MAI Capital Management 2 026 145 1,77 221 437 6,36
2025-08-13 13F Alerus Financial Na 3 813 0,42 417 4,79
2025-07-21 13F Tower View Investment Management & Research LLC 0 −100,00 0
2025-07-30 13F Alexis Investment Partners, LLC 0 −100,00 0
2025-07-10 13F Marshall Financial Group LLC 6 479 −7,32 720 −1,50
2025-08-08 13F Calamos Advisors LLC 24 180 7,18 2 643 12,00
2025-08-12 13F OneAscent Financial Services LLC 2 438 0
2025-08-14 13F Goodwin Investment Advisory 1 958 −0,15 214 3,90
2025-08-04 13F Mayflower Financial Advisors, LLC 54 164 0,91 5 920 5,47
2025-08-13 13F Tranquilli Financial Advisor LLC 0 −100,00 0
2025-07-30 NP ENDW - Cambria Endowment Style ETF 1 318 139
2025-07-22 13F Foguth Wealth Management, LLC. 0 −100,00 0
2025-07-30 13F Caliber Wealth Management, LLC / KS 159 520 235,70 17 434 250,91
2025-07-31 13F 3EDGE Asset Management, LP 3 302 361
2025-08-01 13F Bank of Jackson Hole Trust 14 449 8,75 1 579 6,33
2025-07-16 13F Stephenson National Bank & Trust 18 294 7,02 1 999 11,86
2025-08-08 13F Glassman Wealth Services 2 635 −5,35 288 −1,37
2025-05-02 13F Oversea-Chinese Banking CORP Ltd 0 −100,00 0
2025-07-16 13F Bestgate Wealth Advisors, LLC 6 957 0,00 727 0,00
2025-05-01 13F Lane & Associates LLC 15 362 5,16 1 606 −7,17
2025-07-14 13F BlueSky Wealth Advisors, LLC 15 192 −1,51 1 660 2,98
2025-07-17 13F LVW Advisors, LLC 111 682 23,22 12 206 28,77
2025-07-10 13F Voisard Asset Management Group, Inc. 2 287 1,64 250 5,96
2025-08-01 13F Equita Financial Network, Inc. 6 550 −5,26 716 −1,11
2025-07-25 13F M3 Advisory Group, LLC 2 849 0,00 311 4,71
2025-07-29 13F Horst & Graben Wealth Management LLC 2 163 −5,71 236 −1,26
2025-07-18 13F Foundry Financial Group, Inc. 3 145 −7,36 344 −3,38
2025-08-14 13F/A Barclays Plc 29 410 −60,21 3 −57,14
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 19 759 0,00 2 159 4,50
2025-05-15 13F Tolleson Wealth Management, Inc. 0 −100,00 0
2025-07-23 13F Next Level Wealth Planning, LLC 88 662 13,13 9 690 18,23
2025-05-14 13F Barnes Wealth Management Group, Inc 0 −100,00 0
2025-07-17 13F KWB Wealth 9 512 −2,01 995 −11,09
2025-08-11 13F Novak & Powell Financial Services, Inc. 14 725 −25,81 1 609 −22,46
2025-07-29 13F Parthenon Llc 52 007 1,34 5 684 5,91
2025-07-23 13F Watershed Private Wealth Llc 4 138 −23,54 452 −20,00
2025-07-18 13F Cooper Financial Group 5 944 −15,66 650 −11,82
2025-08-12 13F Running Point Capital Advisors, LLC 4 640 0,00 507 4,54
2025-08-06 13F O'Brien Greene & Co. Inc 19 126 −1,41 2 090 3,06
2025-08-06 13F Founders Financial Securities Llc 237 618 9,20 25 969 19,12
2025-08-12 13F J.w. Cole Advisors, Inc. 77 601 49,51 8 481 56,27
2025-07-15 13F Well Done, LLC 27 005 −12,36 2 951 −16,87
2025-07-22 13F Gemmer Asset Management LLC 6 626 11,16 724 16,21
2025-07-17 13F Campion Asset Management LLC 39 006 4,67 4 263 9,39
2025-07-22 13F Alta Wealth Advisors LLC 4 615 −15,46 504 −11,58
2025-07-25 13F Verdence Capital Advisors LLC 15 977 1,53 1 746 6,14
2025-07-14 13F Golden State Equity Partners 9 966 −6,10 1 089 −1,80
2025-07-25 13F Lodestar Private Asset Management Llc 138 701 1,42 15 159 6,00
2025-08-14 13F Hancock Whitney Corp 252 982 13,60 27 648 18,72
2025-07-31 13F WFA Asset Management Corp 330 0,00 35 −2,78
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-08-07 13F Resolute Advisors LLC 44 415 −20,51 4 854 −16,91
2025-08-13 13F Boston Family Office Llc 59 023 −0,65 6 0,00
2025-08-07 13F Kestra Private Wealth Services, Llc 105 329 −5,02 11 511 −0,73
2025-07-21 13F Cape Cod Five Cents Savings Bank 309 086 0,00 36 151 0,00
2025-07-15 13F Fortitude Family Office, LLC 35 800 −32,31 3 913 −29,26
2025-07-31 13F Hartford Financial Management Inc. 3 478 0,00 380 4,68
2025-07-10 13F High Net Worth Advisory Group LLC 16 594 −1,49 1 814 2,95
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4 559 −14,79 498 −11,07
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 40 972 −18,46 4 478 −14,79
2025-08-11 13F TD Waterhouse Canada Inc. 59 839 10,21 6 637 15,67
2025-08-12 13F Weaver Consulting Group 2 431 −8,44 266 −4,33
2025-08-07 13F Legacy Advisors, LLC 24 304 −88,74 222 −99,02
2025-07-22 13F MBL Wealth, LLC 251 359 3,02 27 471 7,67
2025-08-14 13F Sentinus, LLC 22 534 44,64 2 463 51,14
2025-08-14 13F/A Perritt Capital Management Inc 6 728 0,37 735 4,85
2025-07-15 13F Colonial River Wealth Management, LLC 2 407 5,62 275 15,13
2025-07-22 13F MGO Private Wealth, LLC 0 −100,00 0
2025-08-11 13F Factorial Partners, Llc 0 −100,00 0
2025-07-16 13F RWM Asset Management, LLC 11 458 1 252
2025-07-18 13F McGuire Investment Group, LLC 107 425 3,25 11 740 7,91
2025-08-11 13F Heritage Wealth Advisors 208 0,00 23 4,76
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 90 520 −0,55 9 893 3,94
2025-08-01 13F May Hill Capital, LLC 63 598 −1,19 6 951 3,27
2025-07-31 13F City State Bank 1 978 −15,58 216 −11,84
2025-07-25 13F Ccg Wealth Management, Llc 80 704 7,26 8 820 12,11
2025-07-25 13F Sather Financial Group Inc 6 670 0,00 729 4,45
2025-08-13 13F M&t Bank Corp 1 044 957 −8,01 114 203 −3,86
2025-07-08 13F Ballew Advisors, Inc 55 210 3,07 6 243 22,17
2025-07-16 13F ORG Partners LLC 9 108 9,48 1 002 15,17
2025-07-16 13F TCI Wealth Advisors, Inc. 110 526 2 914,07 12 079 3 053,79
2025-07-21 13F Ameritas Advisory Services, LLC 109 934 −26,64 12 015 −27,87
2025-08-06 13F Sage Advisory Services, Ltd.Co. 31 691 6,89 3 464 11,74
2025-07-07 13F Global Wealth Strategies & Associates 690 −45,58 75 −43,18
2025-07-25 13F LRI Investments, LLC 711 0,14 78 4,05
2025-08-13 13F Balance Wealth, LLC 6 992 0,47 764 5,09
2025-07-29 13F Arcus Capital Partners, LLC 16 425 −11,82 1 795 −7,81
2025-07-11 13F Windsor Capital Management, LLC 35 085 −1,84 3 834 2,60
2025-07-17 13F Wolff Wiese Magana Llc 35 326 0,79 3 861 5,32
2025-07-24 13F Reuter James Wealth Management, Llc 35 066 −1,41 3 832 3,04
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) 37 108 −0,16 4 056 4,35
2025-08-11 13F Wealthspire Advisors, LLC 3 698 136 −4,77 404 169 −0,47
2025-08-15 13F Provenance Wealth Advisors, LLC 25 959 −7,66 2 837 −3,47
2025-07-29 13F LMG Wealth Partners, LLC 2 761 1,02 302 5,61
2025-07-10 13F Secure Asset Management, LLC 21 927 4,37 2 396 9,11
2025-08-12 13F Pathstone Holdings, LLC 2 685 764 9,89 283 411 10,89
2025-07-16 13F Perigon Wealth Management, LLC 192 958 1,18 21 088 5,75
2025-07-30 13F Syntegra Private Wealth Group, LLC 2 273 248
2025-08-12 13F Minot DeBlois Advisors LLC 277 0,00 30 7,14
2025-04-15 13F Collier Financial 648 14,89 68 4,69
2025-07-11 13F Mkd Wealth Coaches, Llc 13 970 −49,83 1 527 −47,58
2025-08-14 13F Graney & King, LLC 409 2,76 45 7,32
2025-08-07 13F Rossmore Private Capital 73 718 −2,46 8 057 1,94
2025-07-10 13F YHB Investment Advisors, Inc. 206 772 0,09 22 598 4,61
2025-07-02 13F First Financial Bank - Trust Division 279 341 −9,24 30 529 −5,15
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-08-06 13F Nicholas Hoffman & Company, LLC. 2 178 0,74 238 5,31
2025-07-23 13F Tectonic Advisors Llc 77 321 6,99 8 450 11,83
2025-08-14 13F Heritage Wealth Management, Inc. 1 969 −0,61 215 3,86
2025-08-13 13F Gamco Investors, Inc. Et Al 4 513 493
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-04-14 13F IMC-Chicago, LLC 0 −100,00 0
2025-07-14 13F E&G Advisors, LP 2 486 −1,58 272 2,65
2025-07-11 13F Pinnacle Bancorp, Inc. 21 570 −4,92 2 357 −0,63
2025-08-13 13F Denver Wealth Management, Inc. 2 689 2,79 294 7,33
2025-07-25 13F PrairieView Partners, LLC 31 984 −1,99 3 0,00
2025-04-29 NP HASAX - Horizon Active Asset Allocation Fund Advisor Class 463 899 −7,46 51 859 −18,24
2025-07-03 13F First Hawaiian Bank 46 413 −6,30 5 072 −2,07
2025-07-15 13F BigSur Wealth Management LLC 4 500 0,00 492 4,47
2025-08-14 13F Acorn Wealth Advisors, LLC 5 793 −19,40 633 −15,71
2025-08-08 13F Oak Harvest Investment Services 1 892 207
2025-07-30 13F Wbh Advisory Inc 36 928 4,74 4 036 9,47
2025-07-08 13F Lowe Wealth Advisors, LLC 1 036 0,00 113 4,63
2025-05-09 13F Charles Schwab Investment Management Inc 0 −100,00 0
2025-08-19 13F Anchor Investment Management, LLC 11 163 0,00 1 220 4,54
2025-08-11 13F Pollock Investment Advisors, LLC 2 540 0,00 278 4,53
2025-07-23 13F Roberts Wealth Advisors, LLC 18 794 0,00 2 054 4,48
2025-07-25 13F Johnson Investment Counsel Inc 378 398 10,43 41 355 15,41
2025-08-05 13F Crestwood Advisors Group LLC 107 494 8,00 11 748 12,87
2025-07-16 13F Northern Oak Wealth Management Inc 11 240 0,26 1 228 4,78
2025-07-21 13F Zwj Investment Counsel Inc 9 938 −9,51 1 086 −5,40
2025-07-10 13F Charter Oak Capital Management, LLC 4 268 −9,23 466 −5,09
2025-08-06 13F Atlantic Union Bankshares Corp 889 517 7 143,62 97 215 7 471,26
2025-08-11 13F Independent Advisor Alliance 11 256 −14,23 1 230 −10,35
2025-08-13 13F Fisher Asset Management, LLC 6 583 −36,59 720 −33,73
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3 553 2,51 389 7,18
2025-07-22 13F Plimoth Trust Co Llc 11 805 1,92 1 290 6,52
2025-07-24 13F KFA Private Wealth Group, LLC 90 597 0,60 9 901 5,15
2025-08-11 13F Arrow Financial Corp 384 477 0,14 42 019 4,66
2025-08-05 13F Texas Bank & Trust Co 8 669 1,43 947 6,05
2025-08-08 13F Hartland & Co., LLC 467 429 −9,86 51 085 −5,79
2025-08-14 13F SWAN Capital LLC 25 −24,24 3 −33,33
2025-05-06 13F Richardson Financial Services Inc. 0 −100,00 0
2025-08-01 13F Integral Investment Advisors, Inc. 6 143 −8,11 671 −4,01
2025-08-14 13F Vista Capital Partners, Inc. 5 862 18,28 641 23,55
2025-07-24 13F WMG Financial Advisors, LLC 4 871 1,29 532 5,98
2025-07-31 13F Kathleen S. Wright Associates Inc. 5 182 −2,76 566 1,62
2025-07-24 13F Thompson Investment Management, Inc. 7 013 5,22 766 10,06
2025-08-27 13F Seneca Financial Advisors LLC 0 −100,00 0 −100,00
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 31 894 3 486
2025-07-09 13F Thrive Wealth Management, LLC 15 068 13,11 1 647 18,16
2025-07-29 13F Northwest Quadrant Wealth Management, LLC 400 385 −1,39 43 758 3,06
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0 −100,00
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-24 13F Callan Family Office, LLC 76 304 14,05 8 339 19,20
2025-08-18 13F Pacific Center for Financial Services 8 491 −8,72 928 −4,63
2025-07-24 13F Acima Private Wealth, Llc 953 0,00 104 5,05
2025-07-29 13F Stratos Wealth Advisors, LLC 29 079 1,18 3 178 5,76
2025-08-11 13F GW&K Investment Management, LLC 13 889 16,08 2 0,00
2025-07-23 13F Independent Solutions Wealth Management, LLC 47 785 1,42 5 219 5,95
2025-05-14 13F Summit Financial Wealth Advisors, LLC 156 416 0,07 16 356 −10,46
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 2 082 −1,19 227 3,18
2025-07-18 13F Warren Street Wealth Advisors, LLC 2 746 300
2025-08-13 13F F/M Investments LLC 79 080 7,94 8 643 12,82
2025-08-19 13F Cim, Llc 2 486 −3,76 272 0,37
2025-07-16 13F Crowley Wealth Management, Inc. 0 −100,00 0
2025-08-11 13F Covestor Ltd 265 92,03 0
2025-08-12 13F Heron Bay Capital Management 2 108 −97,69 230 −97,59
2025-08-13 13F Luminist Capital LLC 50 0,00 6 0,00
2025-07-29 13F Angeles Wealth Management, Llc 6 684 347,09 730 367,95
2025-07-09 13F LifePlan Financial, LLC 1 948 213
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 638 70
2025-08-15 13F Kestra Advisory Services, LLC 641 260 −17,02 70 083 −13,27
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 178 339 3,06 19 491 7,71
2025-08-14 13F Connecticut Wealth Management, LLC 815 056 −17,84 89 077 −14,13
2025-07-17 13F Willow Creek Wealth Management Inc. 5 145 −11,37 562 −7,41
2025-08-06 13F New Millennium Group LLC 150 0,00 16 6,67
2025-07-23 13F Litman Gregory Asset Management LLC 130 006 −9,32 14 208 −5,22
2025-08-05 13F NewSquare Capital LLC 154 560 2,23 16 530 6,89
2025-07-16 13F Wealth Group Ltd 5 349 −9,95 585 −5,96
2025-08-08 13F Bailard, Inc. 124 073 −0,92 13 560 3,54
2025-06-18 13F/A Voya Investment Management Llc 415 303 −21,85 43 428 −29,07
2025-07-31 13F Ground Swell Capital, LLC 0 −100,00 0
2025-08-04 13F Heritage Investors Management Corp 38 837 2,41 4 33,33
2025-08-15 13F Morgan Stanley 18 135 874 −3,04 1 982 070 1,34
2025-07-16 13F Augustine Asset Management Inc 2 409 5,80 263 10,50
2025-07-28 13F JGP Wealth Management, LLC 4 572 3,72 500 8,48
2025-08-07 13F Efficient Advisors, LLC 0 −100,00 0
2025-07-28 13F RMR Capital Management, LLC 3 273 0,00 358 4,39
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 7 749 −91,41 847 −91,03
2025-07-14 13F AdvisorNet Financial, Inc 7 063 0,20 772 4,61
2025-08-12 13F Edmond De Rothschild Holding S.a. 24 0,00 3 0,00
2025-07-21 13F Crews Bank & Trust 5 821 −2,51 636 1,92
2025-05-09 13F Renasant Bank 0 −100,00 0
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 116 187 0,64 12 698 5,19
2025-07-22 13F Penobscot Investment Management Company, Inc. 15 475 −1,12 1 691 3,36
2025-07-18 13F Parsons Capital Management Inc/ri 35 221 −1,60 3 849 2,86
2025-04-15 13F Transform Wealth, LLC 3 583 −16,58 375 −24,29
2025-04-09 13F Inspirion Wealth Advisors, Llc 0 −100,00 0 −100,00
2025-08-13 13F JT Stratford LLC 93 427 8,75 10 211 13,66
2025-08-11 13F Frank, Rimerman Advisors LLC 3 264 0,03 357 4,40
2025-08-14 13F STAR Financial Bank 33 194 17,41 3 628 22,70
2025-08-13 13F Baker Avenue Asset Management, LP 14 104 −2,95 1 541 1,45
2025-07-29 13F Level Wealth Management LLC 3 672 85,17 401 93,72
2025-05-15 13F National Wealth Management Group, LLC 7 793 4,97 815 −4,80
2025-07-22 13F Belpointe Asset Management LLC 105 727 3,40 11 555 8,07
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-07-23 13F Winthrop Advisory Group LLC 3 752 7,91 410 12,95
2025-07-29 13F TFC Financial Management 13 123 −14,52 1 434 −10,65
2025-08-14 13F Mission Creek Capital Partners, Inc. 1 840 201
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 19 370 −51,00 2 117 −48,80
2025-08-11 13F Great Lakes Advisors, Llc 1 839 −39,03 201 −36,51
2025-08-08 13F Family Firm, Inc. 32 851 3,52 3 590 8,20
2025-08-05 13F Freestone Capital Holdings, LLC 0 −100,00 0
2025-07-25 13F Allspring Global Investments Holdings, LLC 22 208 −84,49 2 464 −83,58
2025-07-16 13F Diversified Enterprises, LLC 0 −100,00 0
2025-08-05 13F Sigma Planning Corp 188 932 3,43 20 648 8,10
2025-04-24 13F Illinois Municipal Retirement Fund 0 −100,00 0 −100,00
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 8 343 443 1,23 911 855 5,80
2025-08-12 13F Bronte Capital Management Pty Ltd. 555 945 −57,18 65 009 −57,94
2025-04-28 NP LEXI - Alexis Practical Tactical ETF 55 003 232,26 6 149 193,60
2025-08-07 13F Greystone Financial Group, LLC 0 −100,00 0
2025-08-11 13F Teachers Insurance & Annuity Association Of America 12 422 −2,49 1 358 1,88
2025-07-29 13F Activest Wealth Management 4 026 29,75 440 35,49
2025-08-07 13F Tfo-tdc, Llc 92 632 −0,02 10 124 4,49
2025-08-11 13F Bellwether Advisors, LLC 45 238 −0,51 4 944 4,02
2025-08-07 13F Simplify Asset Management Inc. 0 −100,00 0
2025-08-15 13F State of Tennessee, Treasury Department 135 161 0,00 14 772 4,51
2025-07-16 13F LS Investment Advisors, LLC 11 962 −26,50 1 307 −23,16
2025-07-10 13F Arbor Wealth Advisors LLC 3 164 0,00 346 4,55
2025-08-06 13F SOUTH STATE Corp 145 531 −18,01 15 905 −14,31
2025-08-07 13F Sierra Ocean, Llc 1 870 −10,10 204 −5,99
2025-08-05 13F Arrowroot Family Office, LLC 34 443 17,71 3 764 11,66
2025-08-19 13F MRP Capital Investments, LLC 42 093 1,52 4 600 6,11
2025-08-12 13F South Plains Financial, Inc. 15 476 5,06 1 691 9,81
2025-08-18 13F Front Row Advisors LLC 235 −7,84 26 −3,85
2025-07-08 13F Partnership Wealth Management, LLC 72 076 −10,92 7 877 −6,89
2025-07-29 13F United Bank 32 876 4,76 3 593 9,51
2025-07-31 13F FSM Wealth Advisors, LLC 139 377 7,26 15 493 14,02
2025-08-12 13F TCTC Holdings, LLC 84 243 48,67 9 207 55,38
2025-08-14 13F Kmt Wealth Management, Llc 8 383 0,00 916 4,57
2025-07-17 13F Chicago Capital, LLC 2 424 265
2025-07-31 13F Future You Wealth Llc 7 060 66,47 772 74,04
2025-08-14 13F Dagco, Inc. 3 980 −4,40 435 −0,23
2025-08-13 13F American Money Management, LLC 64 923 2,12 7 095 6,72
2025-07-23 13F Mullooly Asset Management, Inc. 153 076 −0,68 16 730 3,80
2025-08-13 13F Acorns Advisers, LLC 3 347 838 15,97 366 21,26
2025-07-17 13F Venture Visionary Partners LLC 126 761 −0,02 13 854 4,49
2025-07-21 13F Wallington Asset Management, LLC 273 928 1,00 29 938 5,55
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 162 650 −1,46 17 776 2,98
2025-08-15 13F Northeast Financial Consultants Inc 127 042 −35,50 13 884 −32,59
2025-07-18 13F Pacific Point Advisors, LLC 11 993 −1,64 1 311 2,75
2025-08-11 13F Lowe Brockenbrough & Co Inc 229 502 5,51 25 082 10,27
2025-07-23 13F Narwhal Capital Management 20 563 −12,73 2 247 −8,77
2025-07-28 13F Rik Saylor Financial, Inc. 13 395 −0,75 1 464 3,69
2025-07-23 13F Cfm Wealth Partners Llc 3 577 −3,35 391 0,78
2025-07-24 13F Vantage Point Financial LLC 2 767 0,00 302 4,50
2025-07-11 13F Kingstone Capital Partners Texas, LLC 19 254 728 2 050
2025-07-31 13F Burke & Herbert Bank & Trust Co 84 314 −0,36 9 215 4,14
2025-07-15 13F Ballentine Partners, LLC 352 984 0,72 38 578 5,27
2025-07-14 13F Infinity Wealth Counsel, LLC 2 677 0,00 293 4,66
2025-08-12 13F Frontier Asset Management, LLC 285 401 −17,92 31 192 −14,21
2025-05-13 13F Syverson Strege & Co 0 −100,00 0
2025-07-10 13F Klaas Financial Asset Advisors, LLC 25 600 3,83 2 798 8,49
2025-08-14 13F EP Wealth Advisors, Inc. 337 113 75,47 36 843 83,39
2025-08-04 13F Waterfront Wealth Inc. 1 869 204
2025-07-11 13F Harbour Capital Advisors, LLC 21 119 7,35 2 375 22,11
2025-07-09 13F Epiq Partners, Llc 2 800 0,00 306 4,79
2025-08-12 13F Argent Trust Co 118 117 −25,42 12 909 −22,05
2025-08-14 13F Archetype Wealth Partners 136 525 7,46 15 7,69
2025-07-09 13F Woodstock Corp 11 904 −34,02 1 301 −31,07
2025-07-14 13F Proathlete Wealth Management Llc 206 056 5,29 22 526 10,04
2025-07-30 13F D.a. Davidson & Co. 272 420 0,89 29 773 5,45
2025-08-14 13F Stifel Financial Corp 1 589 570 1,97 173 726 6,57
2025-08-12 13F Sierra Summit Advisors Llc 5 864 −3,17 641 1,11
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 2 808 −8,38 307 −4,37
2025-07-14 13F UMA Financial Services, Inc. 29 903 −1,42 3 268 3,06
2025-08-13 13F Independent Family Office, LLC 17 849 24,07 2 000 30,74
2025-08-01 13F Stuart Chaussee & Associates, Inc. 187 0,00 20 5,26
2025-08-13 13F Correct Capital Wealth Management 4 459 −13,18 487 −9,31
2025-07-31 13F/A Sendero Wealth Management, LLC 5 670 0,00 620 4,56
2025-08-13 13F Wealthquest Corp 27 079 −4,77 2 959 −0,47
2025-08-14 13F K2 Principal Fund, L.p. Put 20 000 −33,33 2 186 −30,35
2025-07-11 13F Thomasville National Bank 4 533 0,76 495 5,32
2025-04-15 13F Arvest Investments, Inc. 0 0
2025-08-12 13F Beaton Management Co. Inc. 2 164 −1,14 0
2025-08-08 13F Firestone Capital Management 8 835 48,19 966 54,90
2025-07-09 13F Camelot Technology Advisors, Inc. 17 099 0,23 1 869 4,77
2025-07-28 13F Duncker Streett & Co Inc 3 843 −3,54 420 0,72
2025-08-12 13F Steward Partners Investment Advisory, Llc 704 794 8,97 77 027 13,89
2025-07-16 13F FORM Wealth Advisors, LLC 225 917 20,52 24 690 25,96
2025-07-01 13F Harbor Investment Advisory, Llc 21 042 −21,00 2 300 −17,45
2025-09-11 13F Milestones Private Investment Advisors LLC 1 830 200
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 0 −100,00 0
2025-08-19 13F Newbridge Financial Services Group, Inc. 527 −27,11 58 −24,00
2025-07-29 13F Sigma Investment Counselors Inc 590 817 3,11 64 570 7,77
2025-07-10 13F Kozak & Associates, Inc. 50 0,00 6 25,00
2025-07-30 13F Sentry LLC 3 604 0,00 394 4,52
2025-07-14 13F GAMMA Investing LLC 19 973 6,87 2 183 11,67
2025-07-15 13F Main Street Group, LTD 4 976 −2,05 544 2,45
2025-07-31 13F New Hampshire Trust 29 654 −1,20 3 241 3,25
2025-08-14 13F DecisionPoint Financial, LLC 214 0,00 24 4,55
2025-07-10 13F Peoples Bank/KS 0 −100,00 0
2025-07-11 13F Seacrest Wealth Management, Llc 11 620 −1,10 1 270 3,42
2025-07-17 13F Moss Adams Wealth Advisors LLC 760 607 −8,78 83 127 −4,67
2025-07-14 13F Acropolis Investment Management, LLC 922 025 0,36 100 768 4,90
2025-08-04 13F IFG Advisory, LLC 93 781 −0,40 10 249 4,10
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 10 511 10,28 1 149 15,26
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 17 916 −3,21 1 958 1,19
2025-07-22 13F Peoples Bank /oh 39 174 −9,10 4 281 −4,99
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 104 288 75,59 11 398 83,53
2025-07-21 13F Cape Ann Savings Bank 34 252 −10,63 3 743 −6,59
2025-08-12 13F/A Cozad Asset Management Inc 58 056 −4,46 6 345 −0,16
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II 26 399 5,55 2 885 10,33
2025-07-25 13F Concord Asset Management, LLC/VA 3 261 356
2025-07-31 13F Lazard Freres Gestion S.A.S. 4 602 0,00 1
2025-07-25 13F Ball & Co Wealth Management Inc. 0 −100,00 0
2025-08-14 13F Talisman Wealth Advisors LLC 20 261 −7,87 2 214 −3,70
2025-07-09 13F Radnor Capital Management, LLC 2 657 1,53 0
2025-08-01 13F Purkiss Capital Advisors LLC 2 151 235
2025-08-07 13F Ibex Wealth Advisors 5 138 562
2025-08-05 13F RiverGlades Family Offices LLC 19 433 1,67 2 124 6,26
2025-07-24 13F Grand Wealth Management, Llc 263 0,00 29 3,70
2025-08-13 13F MONECO Advisors, LLC 9 988 −0,01 1 092 4,50
2025-07-21 13F TFG Advisers LLC 14 251 −3,53 1 558 0,84
2025-07-25 13F Clarendon Private LLC 3 442 0,35 376 5,03
2025-08-06 13F Simmons Bank 195 491 −1,23 21 365 3,23
2025-04-30 13F POM Investment Strategies, LLC 0 −100,00 0
2025-07-09 13F Fermata Advisors, LLC 3 201 −35,44 350 −32,63
2025-06-18 NP NADMX - Nationwide Investor Destinations Moderate Fund Class A 140 352 −0,74 14 053 −16,09
2025-07-07 13F Trust Co 2 835 −9,05 310 −4,92
2025-08-05 13F Elyxium Wealth, LLC 47 075 −2,69 5 145 1,70
2025-08-01 13F Gwn Securities Inc. 4 846 −72,82 531 −71,93
2025-04-28 13F Smart Money Group LLC 0 −100,00 0
2025-03-27 NP RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares 18 909 2 240
2025-08-14 13F BTG Pactual Asset Management US LLC 108 12
2025-08-06 13F Garrison Point Advisors, Llc 32 791 −1,27 3 584 3,20
2025-08-08 13F Citizens Financial Group Inc/ri 245 156 27,14 26 793 32,88
2025-07-01 13F Stonehearth Capital Management, LLC 2 701 −95,22 295 −95,00
2025-07-18 13F BSW Wealth Partners 4 592 −15,99 502 −12,26
2025-07-16 13F Independent Wealth Network Inc. 3 370 −0,62 368 3,95
2025-07-22 13F Iowa State Bank 179 909 2,51 19 662 7,14
2025-07-28 13F Cutler Investment Counsel Llc 175 650 11,70 19 197 16,74
2025-08-05 13F Atlas Private Wealth Advisors 3 898 0,26 426 4,93
2025-08-13 13F Provida Pension Fund Administrator 0 −100,00 0 −100,00
2025-07-08 13F 21 West Wealth Management LLC 5 436 594
2025-08-07 13F Allworth Financial LP 1 190 598 2,16 130 120 11,78
2025-08-14 13F Apriem Advisors 0 −100,00 0
2025-08-14 13F First Manhattan Co 29 947 0,92 3 273 5,45
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 10 862 −0,06 1 187 4,49
2025-07-30 13F Rothschild Capital Partners, LLC 0 −100,00 0
2025-07-31 13F Waldron Private Wealth LLC 34 413 −0,43 3 761 4,07
2025-07-16 13F Ipswich Investment Management Co., Inc. 9 460 0,34 1 034 4,87
2025-08-07 13F Guidance Capital, Inc 2 252 −3,01 244 2,09
2025-07-08 13F Parallel Advisors, LLC 84 874 −10,71 9 276 −6,69
2025-08-01 13F Teacher Retirement System Of Texas 617 457 0,00 67 482 4,51
2025-08-12 13F Bank Julius Baer & Co. Ltd, Zurich 0 −100,00 0
2025-07-31 13F Guardian Asset Advisors, LLC 21 096 8,06 2 306 12,93
2025-08-13 13F Ally Financial Inc. 618 000 0,00 67 541 4,51
2025-08-14 13F Glenmede Investment Management, LP 5 005 104 547 008
2025-07-10 13F Mogy Joel R Investment Counsel Inc 638 0,00 70 4,55
2025-08-20 13F/A Coppell Advisory Solutions LLC 18 685 2 046
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II 48 717 8,49 5 324 13,40
2025-07-22 13F Innovative Wealth Building LLC 25 547 −4,86 2 792 −0,53
2025-07-15 13F Accurate Wealth Management, LLC 15 611 1,46 1 781 21,34
2025-08-12 13F J. L. Bainbridge & Co., Inc. 1 946 0,00 213 4,43
2025-07-25 13F Midwest Capital Advisors, LLC 3 060 −60,90 334 −59,17
2025-08-11 13F Conquis Financial Llc 34 903 −1,37 3 815 3,08
2025-08-08 13F Tiemann Investment Advisors, Llc 23 049 −2,86 2 519 1,53
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 11 150 −5,64 1 219 −1,38
2025-07-08 13F Baker Ellis Asset Management LLC 9 561 0,00 1 045 4,50
2025-08-12 13F Boreal Capital Management LLC 150 16
2025-08-06 13F Aspetuck Financial Management LLC 44 919 −0,71 4 909 3,78
2025-04-23 13F Integris Wealth Management, LLC 0 −100,00 0
2025-08-13 13F RFP Financial Group LLC 39 121 10,23 4 276 15,20
2025-08-19 13F Advisory Services Network, LLC 253 292 −14,67 27 933 −10,01
2025-08-12 13F Prudential Financial Inc 109 400 6,31 11 956 11,10
2025-07-09 13F Dynamic Advisor Solutions LLC 118 315 −0,31 12 931 4,18
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 3 982 1,48 420 9,97
2025-08-12 13F Farmers National Bank 2 286 −7,15 250 −3,11
2025-07-23 13F Morton Capital Management LLC/CA 1 849 −4,79 202 −0,49
2025-07-15 13F Financial Management Professionals, Inc. 55 0,00 6 20,00
2025-07-25 13F Wells Financial Advisors INC 3 970 −16,44 434 −12,70
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-08-07 13F Atala Financial Inc 0 −100,00 0
2025-07-23 13F Ti-trust, Inc 10 548 0,76 1 153 5,30
2025-04-28 13F Actinver Wealth Management, Inc. 0 −100,00 0
2025-07-07 13F OMNI 360 Wealth, Inc. 11 813 −1,20 1 291 3,28
2025-08-08 13F Paragon Capital Management LLC 2 703 0,00 295 4,61
2025-07-09 13F Hiley Hunt Wealth Management 66 618 3,59 7 405 9,88
2025-07-07 13F Horizons Wealth Management 6 646 −11,94 726 −7,98
2025-08-05 13F Hi-Line Capital Management, LLC 42 097 14,24 4 601 19,39
2025-08-06 13F Soltis Investment Advisors LLC 64 901 0,13 7 093 4,66
2025-08-07 13F Sound View Wealth Advisors Group, LLC 7 448 9,32 814 14,33
2025-08-15 13F Blue Edge Capital, LLC 1 936 −1,73 212 2,43
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 4 320 0,00 472 4,66
2025-05-15 13F Cambridge Associates Llc /ma/ /adv 0 −100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 38 998 −8,09 4 262 −3,42
2025-07-30 13F Greenup Street Wealth Management Llc 37 763 4,72 4 127 9,47
2025-08-11 13F Poehling Capital Management, LLC 3 393 0,00 371 4,52
2025-08-13 13F Quadrant Capital Group Llc 187 756 −42,16 20 520 −39,55
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 861 −7,42 94 −3,09
2025-07-23 13F Joel Isaacson & Co., LLC 19 986 2,67 2 184 7,32
2025-08-11 13F Mosaic Family Wealth Partners, Llc 2 069 −15,45 226 −11,37
2025-07-24 13F Weaver Capital Management LLC 3 674 −8,40 402 −4,30
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 0 −100,00 0
2025-07-16 13F Southern Capital Advisors, Llc 139 974 3,71 15 298 8,39
2025-08-04 13F Keybank National Association/oh 3 834 308 0,92 419 052 5,48
2025-08-15 13F WealthCollab, LLC 502 0,00 55 3,85
2025-08-11 13F WPG Advisers, LLC 106 41,33 12 57,14
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio 28 120 0,72 3 073 5,28
2025-08-14 13F Bayesian Capital Management, LP 0 −100,00 0
2025-08-13 13F Flow Traders U.s. Llc 2 022 0
2025-08-14 13F Palo Alto Wealth Advisors, Llc 2 434 0,04 266 1,53
2025-07-14 13F Toth Financial Advisory Corp 409 8,49 45 12,82
2025-08-07 13F FDx Advisors, Inc. 55 382 3,51 6 20,00
2025-08-11 13F Eq Llc 2 284 −83,30 250 −82,59
2025-08-18 NP ULTRA SERIES FUND - Moderate Allocation Fund Class I 30 124 −22,82 3 292 −19,33
2025-08-14 13F Destination Wealth Management 830 153 4,19 90 727 8,89
2025-07-15 13F DKM Wealth Management, Inc. 3 870 −17,41 423 −13,88
2025-07-03 13F Collective Family Office Llc 3 144 0,00 344 4,57
2025-07-23 13F Capital Management Associates, Inc 8 891 −47,15 972 −44,80
2025-07-11 13F Orrstown Financial Services Inc 6 917 −39,88 756 −37,24
2025-07-21 13F First National Bank & Trust Co Of Newtown 7 799 32,57 852 38,54
2025-07-31 13F Ramsay, Stattman, Vela & Price, Inc. 11 723 5,15 1 281 9,96
2025-07-30 13F Schnieders Capital Management Llc 2 232 1,73 244 6,11
2025-07-25 13F Atria Wealth Solutions, Inc. 155 077 −58,82 17 115 −56,54
2025-07-14 13F Clear Harbor Asset Management, LLC 5 124 11,83 560 16,70
2025-07-30 13F First Interstate Bank 664 698 −0,27 72 645 4,23
2025-08-29 13F Centaurus Financial, Inc. 23 465 0,15 3 0,00
2025-08-04 13F Grant Street Asset Management, Inc. 32 238 12,29 3 523 17,36
2025-07-22 13F Merit Financial Group, LLC 100 713 3,36 11 007 8,02
2025-07-24 13F Blair William & Co/il 285 111 −11,46 31 160 −7,47
2025-08-14 13F Vivaldi Capital Management, LLC 12 995 173,64 1 420 186,29
2025-08-08 13F Nixon Peabody Trust Co 24 372 0,54 2 664 5,09
2025-08-14 13F White Knight Strategic Wealth Advisors, LLC 9 714 −7,99 1 062 −3,89
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II 140 389 4,82 15 343 9,56
2025-08-12 13F Choate Investment Advisors 61 644 −86,43 6 737 −85,82
2025-05-01 13F Grant/GrossMendelsohn, LLC 8 619 −15,39 864 −26,43
2025-07-22 13F Apexium Financial, Lp 138 457 −4,38 15 132 −0,07
2025-08-18 13F/A National Bank Of Canada /fi/ 38 291 −6,65 4 184 −2,43
2025-07-22 13F Fortitude Advisory Group L.L.C. 3 541 4,58 387 19,88
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 32 779 3,89 3 657 21,62
2025-07-29 13F Koshinski Asset Management, Inc. 29 029 −4,60 3 173 −0,28
2025-07-30 13F Gables Capital Management Inc. 60 0,00 7 0,00
2025-08-13 13F Granite Investment Partners, LLC 1 270 0,00 139 4,55
2025-08-11 13F Regal Investment Advisors LLC 120 471 −2,05 13 166 2,37
2025-07-23 13F WoodTrust Financial Corp 3 194 −6,53 0
2025-07-28 13F BRYN MAWR TRUST Co 124 056 −13,09 13 558 −9,17
2025-07-16 13F Highline Wealth Partners Llc 547 2 635,00 60 2 850,00
2025-08-08 13F Keyvantage Wealth, Llc 6 981 −7,14 763 −3,05
2025-08-12 13F Insigneo Advisory Services, Llc 9 790 −9,34 1 070 −5,31
2025-08-12 13F FreeGulliver LLC 5 942 16,56 649 21,76
2025-08-04 13F Wealth Management Associates, Inc. 0 −100,00 0
2025-08-13 13F D L Carlson Investment Group Inc 2 454 −6,90 268 −2,55
2025-08-14 13F Financial Network Wealth Advisors LLC 410 −3,76 45 0,00
2025-07-16 13F Pacific Sage Partners, LLC 2 551 12,18 279 17,30
2025-08-05 13F Compton Financial Group, LLC 11 777 −36,67 1 287 −33,80
2025-08-08 13F Thoroughbred Financial Services, Llc 20 695 −22,46 2 0,00
2025-08-07 13F Evoke Wealth, Llc 11 880 35,26 1 298 41,39
2025-08-07 13F Beese Fulmer Investment Management, Inc. 55 970 6 117
2025-07-25 13F Concurrent Investment Advisors, LLC 133 545 5,91 14 595 10,69
2025-08-13 13F Mount Yale Investment Advisors, LLC 37 278 −7,04 4 074 −2,84
2025-07-08 13F Arlington Trust Co LLC 10 425 88,45 1 139 97,06
2025-07-17 13F Eclectic Associates Inc /adv 2 072 0,00 226 4,63
2025-08-07 13F Lakeridge Wealth Management LLC 4 654 −2,94 509 1,40
2025-08-06 13F Stokes Family Office, LLC 4 128 −0,07 451 4,64
2025-08-13 13F Vertex Planning Partners, LLC 7 331 −0,07 801 4,43
2025-07-07 13F St. Clair Advisors, LLC 14 900 4,85 1 628 9,56
2025-07-28 13F SFG Wealth Management, LLC. 4 379 84,53 479 92,74
2025-08-13 13F Nicolet Advisory Services, Llc 3 989 433
2025-08-14 13F Jane Street Group, Llc Call 72 600 1 715,00 7 934 1 798,09
2025-07-17 13F Enclave Advisors LLC 54 488 −15,69 5 955 −11,90
2025-08-08 13F Cetera Investment Advisers 1 855 611 −6,71 202 800 −2,50
2025-07-24 13F Robertson Stephens Wealth Management, LLC 77 295 6,02 8 448 10,81
2025-08-14 13F Jane Street Group, Llc Put 13 800 28,97 1 508 34,88
2025-07-10 13F Brady Family Wealth, Llc 17 708 −3,17 1 935 1,20
2025-07-16 13F Traveka Wealth, LLC 4 318 −3,36 472 0,86
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 5 950 0,00 650 4,50
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-12 13F Rhumbline Advisers 13 402 −56,71 1 465 −54,77
2025-07-24 13F Lmcg Investments, Llc 0 −100,00 0
2025-07-15 13F Mather Group, Llc. 42 356 −6,56 4 629 −2,34
2025-08-12 13F Ci Investments Inc. 579 566 3,08 63 8,62
2025-08-12 13F Vestor Capital, Llc 661 −97,56 0 −100,00
2025-07-23 13F Wealth Management Nebraska 12 060 7,81 1 320 12,92
2025-08-13 13F First Trust Advisors Lp 5 028 34,91 550 41,13
2025-05-09 13F Wade Financial Advisory, Inc 2 283 0,84 239 −8,46
2025-07-09 13F Heritage Family Offices, LLP 2 937 0,00 305 −0,65
2025-08-19 13F Cape Investment Advisory, Inc. 1 475 −78,35 161 −77,39
2025-07-31 13F Lee Danner & Bass Inc 36 049 −0,32 3 940 4,18
2025-08-08 13F Avantax Advisory Services, Inc. 974 377 5,41 106 490 10,17
2025-08-14 13F Matrix Private Capital Group Llc 70 935 −10,67 7 752 −6,65
2025-07-09 13F Westmount Partners, LLC 25 961 188,10 2 837 201,17
2025-07-22 13F Olistico Wealth, LLC 27 452 13,56 3 000 18,72
2025-08-05 13F Sebold Capital Management, Inc. 30 922 −0,97 3 379 3,49
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 50 435 3,30 5 512 7,95
2025-07-24 13F 3Chopt Investment Partners, LLC 5 204 0,00 569 4,41
2025-08-12 13F Jefferies Financial Group Inc. 3 577 −14,79 391 −10,96
2025-08-15 13F Stonebridge Capital Advisors LLC 3 342 4,96 365 9,94
2025-08-07 13F Allen Investment Management LLC 62 583 0,00 6 840 4,51
2025-09-04 13F SevenBridge Financial Group, LLC 23 711 −13,68 2 712 −8,16
2025-07-15 13F Total Wealth Planning, Llc 6 274 −2,24 686 2,09
2025-08-18 NP ULTRA SERIES FUND - Conservative Allocation Fund Class I 7 107 −21,01 777 −17,45
2025-08-14 13F Harmony Asset Management Llc 14 809 −26,59 1 619 −23,28
2025-09-03 13F Ballentine Capital Advisors, Inc 4 322 −13,42 472 −9,58
2025-05-14 13F Hill Investment Group Partners, LLC 0 −100,00 0
2025-08-14 13F Boston Private Wealth Llc 78 310 8 559
2025-08-25 13F/A Neuberger Berman Group LLC 21 972 −69,51 2 401 −68,14
2025-07-17 13F Global Trust Asset Management, LLC 1 197 −76,70 131 −75,79
2025-08-01 13F First Command Advisory Services, Inc. 9 171 730 2,38 1 002 378 6,99
2025-08-05 13F Cassaday & Co Wealth Management LLC 8 530 −14,43 932 −10,56
2025-04-28 13F Detalus Advisors, LLC 0 −100,00 0
2025-06-24 NP MNERX - MainStay Conservative ETF Allocation Fund Class R3 9 509 −26,49 952 −37,86
2025-08-14 13F Cito Capital Group, LLC 1 036 0,00 0
2025-07-29 13F Novare Capital Management Llc 3 645 −4,48 398 0,00
2025-07-15 13F Lynch & Associates/in 55 404 0,47 6 055 5,01
2025-08-06 13F Wedbush Securities Inc 34 671 −9,84 4 −25,00
2025-08-05 13F Blue Barn Wealth, LLC 6 517 6,52 697 9,08
2025-07-09 13F Towerpoint Wealth, LLC 2 927 22,01 320 27,60
2025-08-07 13F King Luther Capital Management Corp 3 684 −0,24
2025-08-12 13F Legal & General Group Plc 105 458 5,57 11 525 10,33
2025-08-14 13F Eight 31 Financial Llc 2 340 0,65 256 4,94
2025-08-06 13F Modera Wealth Management, LLC 1 451 997 −11,79 158 689 −7,81
2025-08-14 13F Nepc Llc 33 528 −0,04 3 664 4,48
2025-08-04 13F Field & Main Bank 200 0,00 22 5,00
2025-08-08 13F ERTS Wealth Advisors, LLC 0 −100,00 0
2025-08-14 13F Millennium Management Llc 86 715 64,79 9 477 72,25
2025-05-14 13F Douglass Winthrop Advisors, LLC 0 −100,00 0
2025-07-25 13F Hazlett, Burt & Watson, Inc. 636 −2,15 0
2025-07-21 13F Greenwood Capital Associates Llc 26 364 −1,54 2 881 2,93
2025-07-25 13F Courage Miller Partners, LLC 4 489 0,00 491 4,48
2025-07-22 13F Davidson Kahn Capital Management, LLC 4 997 −0,85 546 3,80
2025-07-11 13F Caldwell Securities, Inc 79 0,00 9 0,00
2025-04-29 13F Penserra Capital Management LLC 0 −100,00 0
2025-07-18 13F Client 1st Advisory Group, Llc 3 974 5,16 434 9,87
2025-08-12 13F Northeast Planning Associates, Inc. / Nh / 1 865 −4,36 204 0,00
2025-08-06 13F SNS Financial Group, LLC 2 775 0,00 303 4,48
2025-07-25 13F SPC Financial, Inc. 68 062 11,42 7 438 16,46
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 74 405 1,82 8 132 6,41
2025-07-10 13F NorthCrest Asset Manangement, LLC 11 092 −4,12 1 254 3,72
2025-08-14 13F L2 Asset Management, LLC 2 051 224
2025-08-14 13F MidWestOne Financial Group, Inc. 1 840 201
2025-08-01 13F Transcend Wealth Collective, Llc 32 073 4,12 3 505 8,82
2025-08-14 13F Bank Of America Corp /de/ 31 970 807 −3,11 3 494 089 1,26
2025-08-18 13F Geneos Wealth Management Inc. 72 684 22,69 7 944 28,22
2025-07-16 13F Cahaba Wealth Management, Inc. 423 545 −5,94 46 289 −1,69
2025-08-08 13F SG Americas Securities, LLC 44 366 −17,27 5 −20,00
2025-08-11 13F Core Wealth Partners LLC 2 664 0,00 291 4,68
2025-05-13 13F Compass Financial Group, INC/SD 0 −100,00 0
2025-08-05 13F Plante Moran Financial Advisors, LLC 8 480 17,11 927 22,32
2025-08-18 NP ULTRA SERIES FUND - Aggressive Allocation Fund Class I 15 589 −20,10 1 704 −16,52
2025-08-12 13F Haverford Financial Services, Inc. 5 210 0,00 569 4,60
2025-08-13 13F Peloton Wealth Strategists 2 899 −12,12 0
2025-07-24 13F Game Plan Financial Advisors, LLC 154 0,00 17 0,00
2025-07-31 13F Resonant Capital Advisors, LLC 250 176 0,78 27 342 5,33
2025-07-09 13F Defined Wealth Management, Llc 8 561 −23,21 936 −19,74
2025-08-06 13F Horizon Investment Services, LLC 3 093 0,00 338 4,64
2025-07-24 13F MSH Capital Advisors LLC 42 032 −2,95 4 594 1,41
2025-07-31 13F CVA Family Office, LLC 24 852 −0,10 2 716 4,42
2025-07-11 13F BTC Capital Management, Inc. 3 420 −20,09 374 −16,55
2025-08-08 13F Investment Partners, Ltd. 1 835 201
2025-08-06 13F Convergence Financial, LLC 18 865 6,82 2 062 11,65
2025-08-11 13F Sierra Capital LLC 4 652 0,00 1
2025-08-01 13F Rossby Financial, LCC 3 683 3,46 403 13,24
2025-08-15 13F Manhattan West Asset Management, LLC 13 141 −19,03 1 436 −15,38
2025-07-22 13F IFS Advisors, LLC 84 393 48,49 9 223 55,19
2025-08-13 13F Great Diamond Partners, LLC 17 087 212,09 1 867 226,40
2025-07-09 13F St. Louis Financial Planners Asset Management, LLC 19 239 2 103
2025-08-05 13F Dynasty Wealth Management, Llc 624 862 −3,85 68 291 0,49
2025-07-16 13F Moneywise, Inc. 6 675 0,30 729 4,89
2025-08-06 13F First Horizon Advisors, Inc. 103 999 3,21 11 366 7,87
2025-07-09 13F Aaron Wealth Advisors LLC 13 665 −6,14 1 493 −1,91
2025-07-22 13F 4Thought Financial Group Inc. 104 252 29,78 11 394 35,63
2025-08-06 13F Ethos Financial Group, LLC 15 755 −4,01 1 722 −4,02
2025-08-14 13F Mairs & Power Inc 3 053 56,89 334 64,04
2025-07-14 13F Chris Bulman Inc 2 211 0,00 242 4,33
2025-08-14 13F Horizon Investments, LLC 226 261 −68,89 24 728 −67,49
2025-04-24 13F Falcon Wealth Planning 0 −100,00 0
2025-07-18 13F Fmb Wealth Management 5 936 0,00 649 4,52
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 616 −76,55 67 −75,55
2025-07-17 13F Greenhouse Wealth Management, LLC 7 460 −0,63 815 3,95
2025-08-14 13F UBS Group AG 10 006 675 −5,66 1 093 630 −1,41
2025-08-14 13F UBS Group AG Call 10 040 0,00 1 097 4,58
2025-07-29 13F International Assets Investment Management, Llc 8 484 −5,93 927 −1,70
2025-07-17 13F ERn Financial, LLC 48 769 −2,59 5 330 1,80
2025-07-23 13F True Vision MN LLC 0 −100,00 0
2025-08-11 13F Pineridge Advisors LLC 282 −0,35 31 3,45
2025-08-12 13F New World Advisors LLC 60 560 0,38 6 619 4,90
2025-08-06 13F Aspect Partners, LLC 49 150 7,21 5 372 12,04
2025-07-25 13F Joel Adams & Associates, Inc. 16 194 −2,63 1 770 1,73
2025-07-30 13F Whittier Trust Co Of Nevada Inc 233 242 1,85 25 491 6,44
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 380 060 17,53 150 264 22,31
2025-08-14 13F ICONIQ Capital, LLC 2 554 0,39 279 4,89
2025-07-07 13F Nova Wealth Management, Inc. 221 121,00 24 140,00
2025-07-18 13F TruNorth Capital Management, LLC 20 702 20,76 2 263 26,23
2025-08-14 13F LM Advisors LLC 1 957 0,00 0
2025-08-14 13F Wells Fargo & Company/mn 16 436 847 −4,05 1 796 383 0,28
2025-07-15 13F Financial Partners Group, Inc 12 371 −25,57 1 352 −22,27
2025-08-08 13F Empower Advisory Group, LLC 58 422 −70,47 6 385 −69,15
2025-07-23 13F Intergy Private Wealth, LLC 13 875 10,54 1 516 15,55
2025-07-15 13F/A Kure Advisory, LLC 77 185 12,58 8 436 17,66
2025-08-05 13F Carson Advisory Inc. 5 813 −13,37 635 −9,42
2025-08-13 13F Shepherd Financial Partners LLC 5 951 −24,53 650 −21,12
2025-07-22 13F Capital Advisors Inc/ok 217 636 1,78 23 785 6,37
2025-07-11 13F Grant Private Wealth Management Inc 0 −100,00 0
2025-08-11 13F Rockbridge Investment Management, LCC 2 545 22,36 278 28,11
2025-07-15 13F RVW Wealth, LLC 22 370 −1,92 2 445 2,52
2025-07-10 13F Pachira Investments Inc. 85 939 −4,39 9 392 0,47
2025-08-07 13F Traynor Capital Management, Inc. 6 192 −94,80 687 −94,48
2025-08-05 13F Next Capital Management LLC 37 949 8,82 4 147 13,74
2025-07-23 13F Somnio Financial Group, LLC 88 427 13,56 9 664 7,72
2025-08-11 13F Midwest Professional Planners, LTD. 22 294 1,36 2 437 5,96
2025-08-07 13F Mosaic Financial Group, Llc 4 035 0,12 0
2025-08-12 13F Putnam Fl Investment Management Co 35 755 −90,44 3 908 −90,01
2025-08-19 13F National Asset Management, Inc. 30 246 −34,48 3 306 −37,86
2025-08-08 13F TD Capital Management LLC 8 269 7,63 904 12,45
2025-08-14 13F Investmark Advisory Group LLC 2 400 0,33 262 4,80
2025-08-26 13F Claris Financial LLC 2 141 −20,05 234 −24,35
2025-08-11 13F TRUE Private Wealth Advisors 19 297 −13,28 2 109 −9,33
2025-08-14 13F CIBC Asset Management Inc 5 634 0,00 616 4,41
2025-08-13 13F Philadelphia Trust Co 6 124 0,00 1
2025-08-13 13F Blue Fin Capital, Inc. 1 900 208
2025-07-14 13F Southland Equity Partners LLC 2 950 −1,83 322 2,55
2025-08-18 13F Second Line Capital, LLC 19 444 −15,20 2 125 −11,39
2025-07-29 13F Salomon & Ludwin, LLC 103 044 −2,51 11 589 4,85
2025-07-10 13F Fulton Bank, N.a. 14 151 11,95 1 547 17,03
2025-07-16 13F Pictet & Cie (Europe) SA 2 110 0,00 231 4,55
2025-08-14 13F Susquehanna International Group, Llp Put 76 600 4,93 8 372 9,67
2025-07-08 13F Boltwood Capital Management 56 411 −0,38 6 165 4,12
2025-07-22 13F DAVENPORT & Co LLC 75 410 4,34 8 242 9,05
2025-08-12 13F EFG Asset Management (Americas) Corp. 171 552 3,72 18 749 8,40
2025-08-14 13F Susquehanna International Group, Llp 66 704 203,60 7 290 217,37
2025-07-17 13F Flywheel Private Wealth LLC 5 738 −6,52 627 −2,18
2025-07-28 13F Mutual Advisors, LLC 36 172 9,45 4 084 23,80
2025-08-27 13F Cypress Capital Advisors, LLC 2 171 −0,64 237 3,95
2025-08-14 13F Susquehanna International Group, Llp Call 342 500 −19,18 37 432 −15,54
2025-07-31 13F DDD Partners, LLC 2 959 0,00 323 4,53
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-07-18 13F Consolidated Portfolio Review Corp 39 141 −4,33 4 278 −0,02
2025-08-07 13F W Advisors, Llc 5 546 0,00 606 4,66
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 71 689 428,45 7 178 346,95
2025-07-16 13F Essex Financial Services, Inc. 27 801 −9,03 3 038 −4,91
2025-08-06 13F Titan Global Capital Management Usa Llc 0 −100,00 0
2025-08-04 13F Beirne Wealth Consulting Services, LLC 52 216 75,91 5 709 83,77
2025-08-08 13F Sittner & Nelson, Llc 292 0,00 32 3,33
2025-08-14 13F RMB Capital Management, LLC 212 258 20,70 23 198 26,15
2025-07-16 13F ORG Wealth Partners, LLC 10 301 1,22 1 142 6,94
2025-08-07 13F Commerce Bank 51 743 −5,45 5 655 −1,19
2025-07-25 NP USBSX - Cornerstone Moderate Fund 150 215 43,18 15 828 34,96
2025-07-29 13F First Bancorp, Inc /ME/ 7 667 0,70 838 5,15
2025-07-30 13F Brookstone Capital Management 43 135 −51,15 4 714 −48,94
2025-08-04 13F Spire Wealth Management 49 402 −27,86 5 329 −25,58
2025-07-21 13F Quattro Financial Advisors Llc 4 644 0,00 508 4,54
2025-07-17 13F KG&L Capital Management,LLC 11 106 −8,23 1 214 −4,11
2025-07-24 13F Leo Wealth, LLC 42 288 12,41 4 619 17,44
2025-07-31 13F United Community Bank 18 867 −19,40 2 062 −15,77
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 0 −100,00 0
2025-04-28 13F Buffington Mohr McNeal 129 642 4 333,72 13 557 3 934,52
2025-07-29 13F Dale Q Rice Investment Management Ltd 5 055 −53,08 564 −50,00
2025-08-07 13F Rollins Financial Advisors, LLC 2 914 25,44 318 31,40
2025-07-24 13F M1 Capital Management LLC 3 612 0,00 395 4,51
2025-08-11 13F Mill Creek Capital Advisors, LLC 24 992 −21,48 2 731 −17,94
2025-08-01 13F Solstein Capital, LLC 10 073 −26,99 1 101 −23,72
2025-07-14 13F Farmers & Merchants Investments Inc 1 124 458 8,34 122 892 13,23
2025-07-30 13F Roman Butler Fullerton & Co 15 393 −11,74 1 738 3,58
2025-08-07 13F Topel & Distasi Wealth Management, LLC 87 353 0,66 9 547 5,20
2025-08-13 13F Victory Capital Management Inc 308 060 35,37 33 668 41,48
2025-08-08 13F Chandler Asset Management, Inc. 9 150 0,00 1 000 4,60
2025-08-11 13F MainStreet Investment Advisors LLC 173 885 −6,03 19 004 −1,79
2025-07-23 13F ETF Portfolio Partners, Inc. 26 826 −11,13 2 932 −7,13
2025-08-14 13F Operose Advisors LLC 91 896 −2,78 10 043 1,60
2025-08-14 13F Staley Capital Advisers Inc 18 991 0,55 2 076 5,06
2025-07-30 13F Fairway Wealth LLC 128 760 7,53 14 072 12,39
2025-08-08 13F Truepoint, Inc. 6 138 1,04 671 5,51
2025-07-28 13F Sterling Financial Planning, Inc. 11 367 −0,11 1 242 4,37
2025-05-02 13F Ndwm Llc 0 −100,00 0
2025-08-06 13F Black Swift Group, LLC 0 −100,00 0
2025-07-23 13F Sachetta, LLC 41 867 −1,30 4 576 3,16
2025-08-14 13F Balyasny Asset Management Llc 393 211 42 974
2025-08-07 13F Alliance Wealth Management Group 46 078 8,32 5 036 13,22
2025-08-13 13F Financial Freedom, LLC 4 622 −9,94 505 −5,78
2025-07-25 13F Total Clarity Wealth Management, Inc. 4 863 69,21 531 60,42
2025-08-07 13F Cahill Financial Advisors Inc 23 785 −12,76 2 599 −8,84
2025-07-15 13F Revisor Wealth Management LLC 2 269 −15,74 259 −8,19
2025-08-14 13F Integrated Investment Consultants, LLC 10 775 −0,62 1 178 3,88
2025-08-01 13F Biltmore Family Office, LLC 31 283 −0,68 3 419 3,80
2025-07-09 13F Sapient Capital Llc 103 635 1,31 11 326 5,88
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-07-31 13F CNB Bank 5 567 1,29 608 5,92
2025-08-14 13F Main Street Financial Solutions, LLC 5 008 −2,64 547 1,86
2025-05-14 13F Napa Wealth Management 0 −100,00 0
2025-07-21 13F Synergy Financial Management, LLC 3 545 32,52 387 38,71
2025-07-25 13F Northwest Capital Management Inc 17 −94,50 2 −96,87
2025-07-31 13F Jordan Park Group LLC 0 −100,00 0
2025-07-31 13F Jackson Hole Capital Partners, LLC 4 610 2,60 504 7,25
2025-08-14 13F Syon Capital Llc 23 122 −70,96 2 527 −69,66
2025-08-14 13F First Financial Bankshares Inc 279 828 15,74 30 582 20,96
2025-07-15 13F Signet Financial Management, Llc 14 039 −7,94 1 534 −3,76
2025-07-15 13F North Star Investment Management Corp. 4 746 −0,02 519 4,44
2025-08-07 13F Brio Consultants, LLC 8 093 −23,45 884 −20,00
2025-07-11 13F/A Umb Bank N A/mo 632 380 −13,51 69 113 −9,61
2025-04-25 13F Smith, Salley & Associates 0 −100,00 0
2025-07-17 13F LexAurum Advisors, LLC 3 473 −2,55 380 1,88
2025-08-14 13F Windsor Advisory Group, LLC 589 38,59 64 45,45
2025-07-23 13F 1 North Wealth Services Llc 9 0,00 1
2025-08-04 13F Pinnacle Associates Ltd 263 641 0,41 28 813 4,95
2025-07-23 13F Prime Capital Investment Advisors, LLC 147 130 −39,90 16 080 −37,19
2025-05-13 13F Measured Risk Portfolios, Inc. 0 −100,00 0
2025-07-09 13F First Bank & Trust 127 156 2,47 13 897 7,09
2025-07-24 13F Etesian Wealth Advisors, Inc. 56 986 −17,38 6 228 −13,66
2025-08-12 13F O'shaughnessy Asset Management, Llc 60 835 −1,27 6 649 3,18
2025-07-15 13F Bay Capital Advisors, LLC 34 041 −31,20 3 720 −28,10
2025-07-17 13F Melfa Wealth Management, Llc 4 293 0,68 469 5,39
2025-08-11 13F Bell Investment Advisors, Inc 63 829 −5,32 6 976 −1,05
2025-08-12 13F Founders Financial Alliance, LLC 4 148 −24,40 453 −20,94
2025-08-12 13F Clearbridge Investments, LLC 6 417 3,17 701 7,85
2025-07-10 13F Strathmore Capital Advisors, Inc. 5 271 595
2025-07-22 13F Rockingstone Advisors LLC 2 405 0,00 263 4,38
2025-07-24 13F Us Bancorp \de\ 5 024 941 −2,56 549 176 1,84
2025-05-14 13F Hobbs Group Advisors, LLC 0 −100,00 0
2025-07-14 13F Painted Porch Advisors LLC 343 699 2,96 37 563 7,61
2025-08-14 13F Private Capital Management, LLC 3 840 5,52 420 10,26
2025-08-06 13F Cm Wealth Advisors Llc 20 730 −9,07 2 266 −4,95
2025-07-14 13F CJM Wealth Advisers, Ltd. 205 381 0,31 22 446 4,84
2025-08-11 13F Root Financial Partners, LLC 5 510 7,64 602 12,52
2025-08-13 13F Rockport Wealth LLC 10 219 1 117
2025-08-14 13F Goldman Sachs Group Inc 6 149 440 −33,54 672 072 −30,54
2025-08-07 13F Mayport, Llc 2 762 −9,56 302 −5,64
2025-05-12 13F Wambolt & Associates, LLC 0 −100,00 0
2025-07-29 13F Riverbend Wealth Management, LLC 2 700 12,88 295 18,00
2025-08-06 13F 360 Financial, Inc. 27 175 8,09 2 970 12,98
2025-08-12 13F North Star Asset Management Inc 1 851 202
2025-07-24 13F Nationwide Fund Advisors 1 097 538 4,77 119 950 9,50
2025-07-25 13F Commonwealth Financial Services, LLC 6 893 −9,40 753 −5,28
2025-07-22 13F Glassy Mountain Advisors, Inc. 37 983 4 151
2025-07-29 13F Liberty Square Wealth Partners Llc 11 571 −4,08 1 265 0,24
2025-07-09 13F Riversedge Advisors, Llc 104 113 61,30 11 379 68,59
2025-07-21 13F Tilia Fiduciary Partners, Inc. 11 715 −4,27 1 280 0,08
2025-07-29 13F Kraft, Davis & Associates, LLC 3 330 −69,61 376 −64,62
2025-07-29 13F Creekside Partners 6 110 0,05 668 4,55
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-04-28 13F Great Point Wealth Advisors, LLC 13 832 −7,19 1 446 −15,78
2025-08-05 13F American Institute for Advanced Investment Management, LLP 5 775 −9,91 631 −5,82
2025-08-14 13F Williams Jones Wealth Management, LLC. 5 269 −11,83 576 −7,85
2025-07-17 13F XY Planning Network, Inc. 11 312 24,77 1 236 30,38
2025-08-05 13F Huntington National Bank 192 250 −3,53
2025-08-13 13F Safe Harbor Fiduciary, LLC 178 19
2025-08-08 13F Avalon Trust Co 1 103 121
2025-07-21 13F Ntv Asset Management Llc 52 403 2,34 5 727 6,97
2025-04-25 13F Townsend & Associates, Inc 0 −100,00 0
2025-08-13 13F Strategic Financial Planning, Inc. 5 220 0,00 570 4,59
2025-08-12 13F Archer Investment Corp 204 −2,86 22 4,76
2025-07-08 13F Rise Advisors, LLC 351 −23,03 38 −19,15
2025-08-04 13F Human Investing LLC 152 932 6,33 16 722 11,19
2025-07-24 13F Galvin, Gaustad & Stein, LLC 151 768 −21,68 16 587 −18,15
2025-08-12 13F Wealthbridge Capital Management, Llc 4 697 −28,26 513 −25,00
2025-08-04 13F AlphaStar Capital Management, LLC 5 734 627
2025-08-11 13F Edgemoor Investment Advisors, Inc. 7 005 −14,30 766 −10,42
2025-07-24 13F Live Oak Investment Partners 31 927 −0,41 3 489 4,09
2025-07-30 13F Castle Wealth Management Llc 3 158 0,03 345 4,55
2025-08-12 13F Pettyjohn, Wood & White, Inc 45 433 −3,46 4 965 0,89
2025-07-11 13F Busey Wealth Management 18 567 2,53 2 029 7,18
2025-07-28 13F Fairman Group, LLC 1 790 −21,80 196 −32,53
2025-08-01 13F Redwood Park Advisors LLC 251 0,40 27 3,85
2025-08-11 13F Platform Technology Partners 2 042 223
2025-05-02 13F Fortress Wealth Group, LLC 0 −100,00 0
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 116 000 −0,85 12 678 4,17
2025-08-08 13F Compass Financial Services Inc 480 0,21 52 4,00
2025-08-13 13F Navis Wealth Advisors, LLC 2 154 0,05 235 4,44
2025-07-21 13F Abundance Wealth Counselors 31 728 −6,41 3 0,00
2025-08-14 13F Nan Shan Life Insurance Co., Ltd. 342 089 0,00 37 387 4,51
2025-07-16 13F Tassel Capital Management, Inc. 4 504 16,05 492 21,48
2025-07-25 13F Inman Jager Wealth Management, LLC 7 615 1,85 832 6,53
2025-07-29 13F BKM Wealth Management, LLC 7 204 3,08 787 7,81
2025-05-13 13F Watchman Group, Inc. 0 −100,00 0
2025-07-22 13F Global Strategic Investment Solutions, LLC 92 754 −4,78 10 137 −0,48
2025-08-07 13F Pcg Asset Management, Llc 8 975 1,07 981 5,60
2025-08-27 13F/A Brinker Capital Investments, LLC 125 989 −6,86 13 769 −2,66
2025-07-03 13F Garde Capital, Inc. 51 872 1,85 5 669 6,46
2025-08-13 13F WCG Wealth Advisors LLC 18 577 −4,07 2 030 0,25
2025-06-23 NP AOM - iShares Core Moderate Allocation ETF 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 81 531 2,45 8 164 −13,39
2025-08-06 13F Csenge Advisory Group 57 703 17,74 6 080 28,84
2025-08-11 13F Symphony Financial, Ltd. Co. 15 231 1 669
2025-07-23 13F Arcataur Capital Management LLC 378 824 0,47 41 402 5,00
2025-08-12 13F GDS Wealth Management 4 074 11,65 445 16,80
2025-07-14 13F Founders Capital Management, Llc 10 172 −57,34 1 112 −55,44
2025-07-24 13F Trust Co Of Toledo Na /oh/ 26 602 −2,39 2 907 2,04
2025-07-25 13F Hemington Wealth Management 1 996 0,10 0
2025-07-28 13F Boston Trust Walden Corp 6 253 −19,55 683 −15,89
2025-08-07 13F Curtis Advisory Group, LLC 2 641 0,00 289 4,35
2025-08-11 13F PAX Financial Group, LLC 6 720 0,19 734 4,71
2025-08-04 13F Daymark Wealth Partners, Llc 3 561 6,08 389 10,83
2025-08-14 13F Aft, Forsyth & Company, Inc. 28 440 −1,71 3 108 2,74
2025-07-09 13F Post Resch Tallon Group Inc. 27 515 −0,27 3 007 4,85
2025-07-10 13F Legacy Financial Strategies, LLC 161 857 0,71 17 689 5,25
2025-08-07 13F Fountainhead AM, LLC 255 227 −14,65 27 894 −10,80
2025-08-05 13F Oakwell Private Wealth Management, LLC 204 615 12,53 22 362 17,61
2025-08-14 13F Aberdeen Wealth Management LLC 2 330 0,00 255 4,53
2025-07-18 13F Midwest Financial Group LLC 36 881 0,12 4 031 4,65
2025-07-15 13F Fort Henry Capital, LLC 165 824 2,94 18 123 7,59
2025-08-12 13F Waterloo Capital, L.P. 9 265 −14,33 1 013 −10,44
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-29 13F Rodgers & Associates, LTD 0 −100,00 0
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 203 −32,78 0
2025-08-07 13F Davidson Capital Management Inc. 2 384 −95,17 261 −94,96
2025-08-05 13F Optivise Advisory Services LLC 4 864 −26,10 532 −22,82
2025-07-18 13F Dogwood Wealth Management LLC 2 080 4,47 233 12,02
2025-08-01 13F Winebrenner Capital Management Llc 14 520 −1,75 1 587 2,65
2025-08-08 13F Intrua Financial, LLC 20 727 −26,82 2 265 −23,51
2025-07-01 13F Private Client Services, Llc 2 783 17,48 304 23,08
2025-08-05 13F Meridian Management Co 112 098 −9,67 12 362 −4,74
2025-08-13 13F Victory Financial Group, Llc 134 202 6,06 14 667 11,83
2025-08-14 13F Ausdal Financial Partners, Inc. 2 988 −15,43 331 −10,30
2025-05-14 13F Heritage Wealth Partners, LLC 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 68 083 −5,02 7 441 −0,75
2025-07-29 13F Stephens Inc /ar/ 54 183 −0,42 5 922 4,08
2025-08-01 13F Motco 7 037 −35,97 776 −32,46
2025-08-14 13F Sei Investments Co 41 349 16,24 4 519 21,51
2025-07-07 13F Teamwork Financial Advisors, LLC 5 946 −14,96 650 −11,22
2025-07-15 13F LVZ Advisors, Inc. 27 370 147,24 2 991 158,51
2025-07-22 13F Rocky Mountain Advisers, Llc 2 129 0,00 233 4,50
2025-07-23 13F West Paces Advisors Inc. 203 391 −4,77 22 229 −0,47
2025-08-25 13F Silverlake Wealth Management Llc 5 032 −9,45 550 −5,51
2025-07-16 13F Brown, Lisle/cummings, Inc. 7 018 8,98 767 13,97
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 290 0,00 32 3,33
2025-08-08 13F Maple Capital Management, Inc. 360 850 8,94 39 437 13,86
2025-08-18 13F 1248 Management, LLC 23 128 −1,13 2 528 4,16
2025-08-14 13F Federation des caisses Desjardins du Quebec 1 576 493 15,49 172 295 20,70
2025-07-14 13F Signature Securities Group Corporation 120 170 −15,75 13 133 −11,94
2025-07-09 13F Lineweaver Wealth Advisors, LLC 12 413 −34,31 1 357 −31,38
2025-07-25 13F Apollon Financial, LLC 5 323 −2,26 582 2,11
2025-09-03 13F American Trust 8 796 961
2025-07-02 13F Central Pacific Bank - Trust Division 17 271 −17,53 1 888 −13,84
2025-05-15 13F Sonoma Private Wealth LLC 0 −100,00 0
2025-07-17 13F Peoples Financial Services Corp. 250 0,00 27 3,85
2025-07-24 13F IFP Advisors, Inc 88 835 −1,63 9 709 2,81
2025-05-05 13F Lindbrook Capital, Llc 48 100 −4,83 5 030 −13,64
2025-08-01 13F Koss-Olinger Consulting, LLC 3 492 −11,26 382 −7,30
2025-07-10 13F Sunflower Bank, N.A. 153 167 −37,70 16 740 −34,89
2025-07-11 13F Sprinkle Financial Consultants LLC 96 283 −8,92 10 523 −4,80
2025-08-14 13F Inspire Trust Co, N.a. 0 −100,00 0
2025-07-31 13F Orion Capital Management LLC 7 823 −4,96 855 −0,70
2025-07-24 13F West Bancorporation Inc 2 336 0,00 255 4,51
2025-08-04 13F Simon Quick Advisors, Llc 5 107 −53,32 558 −51,22
2025-07-21 13F DHJJ Financial Advisors, Ltd. 13 667 6,31 1 494 11,09
2025-06-18 NP NDCAX - Nationwide Investor Destinations Conservative Fund Class A 5 911 −0,92 592 −16,29
2025-08-07 13F Bearing Point Capital, Llc 16 083 64,20 1 758 71,58
2025-08-14 13F Tandem Wealth Advisors LLC 0 −100,00 0
2025-08-14 13F AllSquare Wealth Management LLC 86 0,00 9 12,50
2025-07-24 13F Advanced Asset Management Advisors Inc 5 781 0,00 632 4,47
2025-07-09 13F Fiduciary Alliance LLC 130 707 5,03 14 285 9,77
2025-08-05 13F Towercrest Capital Management 109 494 10,82 11 967 15,83
2025-07-14 13F Oliver Luxxe Assets LLC 10 022 3,51 1 095 8,20
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 55 786 −23,44 6 097 −19,99
2025-08-07 13F LOM Asset Management Ltd 17 778 2
2025-05-21 13F CBM Financial, LLC 44 554 4 797
2025-07-17 13F Presper Financial Architects, LLC 107 379 12
2025-04-30 13F Stonebrook Private Inc. 0 −100,00 0 −100,00
2025-07-24 13F Summit Place Financial Advisors, LLC 35 013 3,40 3 827 8,08
2025-08-14 13F Kovitz Investment Group Partners, LLC 837 031 −0,78 91 479 3,69
2025-05-14 13F United Asset Strategies, Inc. 0 −100,00 0
2025-08-14 13F Cardiff Park Advisors, Llc 7 825 0,27 855 4,78
2025-07-18 13F Magnolia Private Wealth, LLC 0 −100,00 0
2025-04-30 13F Code Waechter LLC 0 −100,00 0
2025-04-24 13F Vista Investment Partners Ii, Llc 0 −100,00 0
2025-07-23 13F Columbus Macro, LLC 44 971 3,51 4 915 8,17
2025-08-01 13F Logan Capital Management Inc 1 000 −10,07 109 −6,03
2025-08-01 13F Chilton Capital Management Llc 11 1
2025-04-21 13F Accelerate Investment Advisors LLC 0 −100,00 0
2025-08-11 13F Cornerstone Planning Group LLC 6 848 −25,09 759 −15,21
2025-08-07 13F CENTRAL TRUST Co 75 058 −2,18 8 203 2,24
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 139 690 28,76 14 719 21,36
2025-08-14 13F Headinvest, Llc 231 279 −6,64 25 277 −2,43
2025-08-12 13F CIBC Private Wealth Group, LLC 164 623 −5,84 17 992 13,64
2025-07-18 13F Precision Wealth Strategies, LLC 35 433 3 873
2025-07-22 13F D.B. Root & Company, LLC 2 290 −6,76 250 −2,34
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 1 972 0,00 0
2025-08-05 13F Kesler, Norman & Wride, LLC 1 957 214
2025-07-22 13F Financial Insights, Inc. 1 912 209
2025-08-13 13F Continuum Advisory, LLC 25 711 −16,99 2 810 −13,25
2025-07-25 13F Meritage Portfolio Management 17 029 −2,78 1 861 1,64
2025-08-07 13F Prairieview Wealth Partners, Llc 12 136 1 326
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1 585 −29,90 173 −26,69
2025-08-11 13F Wescott Financial Advisory Group, LLC 38 853 1,87 4 246 6,47
2025-08-08 13F Condor Capital Management 94 346 1,82 10 311 6,42
2025-07-17 13F SC&H Financial Advisors, Inc. 7 279 −2,27 796 2,19
2025-07-17 13F Tritonpoint Wealth, Llc 45 882 −9,07 5 014 −4,97
2025-07-30 13F Journey Advisory Group, LLC 223 980 −0,37 24 479 4,12
2025-08-14 13F Leisure Capital Management 4 300 6,15 470 10,87
2025-08-07 13F Prudent Man Investment Management, Inc. 18 0,00 2 0,00
2025-07-16 13F Signature Resources Capital Management, LLC 228 −8,43 25 −7,69
2025-05-14 13F Credit Agricole S A 6 557 686
2025-07-15 13F RTD Financial Advisors, Inc. 273 535 −0,75 29 895 3,73
2025-08-12 13F Richmond Investment Services, LLC 5 799 634
2025-07-17 13F Saxon Interests, Inc. 11 867 0,00 1 241 0,00
2025-04-11 13F Davis Capital Management 618 3,52 65 −5,88
2025-08-13 13F SageView Advisory Group, LLC 40 734 −7,50 4 595 −0,22
2025-07-29 13F Crux Wealth Advisors 3 648 −0,36 399 4,19
2025-08-13 13F Hollow Brook Wealth Management LLC 0 −100,00 0
2025-07-23 13F Dohj, Llc 22 388 −2,47 2 192 −8,71
2025-08-11 13F Rothschild Investment Llc 2 773 0,00 303 4,84
2025-07-29 13F First National Bank of Hutchinson 56 386 −1,45 6 162 3,01
2025-08-12 13F Journey Strategic Wealth Llc 166 442 −0,21 18 190 4,30
2025-08-08 13F New England Capital Financial Advisors LLC 2 0
2025-07-21 13F Future Financial Wealth Managment LLC 30 −85,71 3 −85,71
2025-07-24 13F Stonebridge Financial Group, LLC 12 160 3,67 1 329 8,32
2025-08-11 13F Traub Capital Management LLC 3 423 374
2025-07-31 13F Opus Capital Group, LLC 347 703 −4,63 38 0,00
2025-08-07 13F Delta Financial Advisors Llc 17 887 −2,74 1 955 1,61
2025-08-13 13F Hsbc Holdings Plc 182 927 0,19 19 992 4,71
2025-07-14 13F Lewis Asset Management, LLC 22 352 6,13 2 443 10,90
2025-07-17 13F Keystone Global Partners, LLC 0 −100,00 0
2025-07-31 13F Washington Trust Advisors, Inc. 6 109 0,11 668 4,55
2025-07-29 13F SilverOak Wealth Management LLC 374 936 1,57 40 977 6,16
2025-08-06 13F Texas Yale Capital Corp. 81 647 −1,34 8 923 3,12
2025-07-24 13F NavPoint Financial, Inc. 8 891 −17,98 972 −14,30
2025-07-16 13F St Germain D J Co Inc 32 735 −73,56 3 578 −72,37
2025-07-28 13F CGC Financial Services, LLC 1 348 0,00 147 5,00
2025-07-16 13F Legend Financial Advisors, Inc. 130 14
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 54 392 2,54 5 945 7,74
2025-08-14 13F Circle Wealth Management, LLC 2 101 139 0,00 229 633 4,51
2025-08-12 13F Jpmorgan Chase & Co 3 209 657 −2,63 350 783 1,77
2025-07-09 13F Sunpointe, LLC 5 393 4,05 589 8,87
2025-07-25 13F Evolution Advisers, Inc. 444 0,00 0
2025-08-14 13F Pingora Partners LLC 23 0,00 3 0,00
2025-05-15 13F Angeles Investment Advisors, LLC 0 −100,00 0 −100,00
2025-08-13 13F Capital Advisors Wealth Management, LLC 8 749 −30,33 956 −27,19
2025-05-14 13F Royal Fund Management, LLC 0 −100,00 0
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 −100,00 0
2025-07-31 13F Oppenheimer & Co Inc 340 111 5,98 37 171 10,77
2025-08-04 13F B&l Asset Management Llc 7 086 774
2025-07-17 13F Asio Capital, LLC 95 402 −36,43 10 427 −33,56
2025-08-11 13F PFG Private Wealth Management, LLC 33 607 0,31 3 673 4,82
2025-07-24 13F Antonelli Financial Advisors, LLC 2 338 −65,57 256 −64,08
2025-08-07 13F Aegis Wealth Management LLC 0 −100,00 0
2025-08-12 13F AlphaCore Capital LLC 3 767 48,66 412 55,09
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 167 265 −2,90 18 280 1,49
2025-07-08 13F Ehrlich Financial Group 13 246 7,74 1 448 12,61
2025-07-18 13F Truist Financial Corp 3 133 113 −13,33 342 418 −9,42
2025-08-05 13F Trail Ridge Investment Advisors, LLC 2 621 −2,89 289 2,48
2025-07-08 13F Canandaigua National Bank & Trust Co 3 012 0,47 329 5,11
2025-07-18 13F O'ROURKE & COMPANY, Inc 2 868 −2,32 313 1,95
2025-07-29 13F Mine & Arao Wealth Creation & Management, LLC. 19 740 −0,46 2 157 4,05
2025-08-08 13F Horizon Family Wealth, Inc. 6 269 19,07 685 24,55
2025-07-15 13F Palumbo Wealth Management LLC 3 011 4,40 329 9,30
2025-07-31 13F Moloney Securities Asset Management, LLC 12 855 −30,54 1 405 −27,44
2025-08-07 13F Alpha Cubed Investments, LLC 3 651 6,63 399 11,17
2025-05-13 13F Global View Capital Management LLC 0 −100,00 0
2025-08-14 13F Lebenthal Global Advisors, LLC 129 314 −31,77 14 133 −28,69
2025-08-25 13F Hilltop Partners LLC 1 834 200
2025-07-17 13F Emerald Advisors, LLC 35 868 5,92 3 920 10,67
2025-08-14 13F Riggs Asset Managment Co. Inc. 0 −100,00 0
2025-07-23 13F Proffitt & Goodson Inc 117 526 −8,28 12 844 −4,13
2025-07-23 13F Equitable Trust Co 86 157 −32,92 9 416 −29,89
2025-08-07 13F Tilson Financial Group, Inc. 27 464 47,26 3 200,00
2025-07-25 13F Franklin, Parlapiano, Turner & Welch, LLC 18 212 0,00 1 990 4,52
2025-08-14 13F Coastal Bridge Advisors, LLC 36 277 6,18 3 965 10,97
2025-07-22 13F Rochester Wealth Strategies, LLC 88 491 13,05 9 671 18,16
2025-08-14 13F Clarity Capital Advisors, LLC 2 987 0,37 326 4,82
2025-07-10 13F Affiance Financial, LLC 32 389 5,72 3 540 10,49
2025-07-22 13F Autumn Glory Partners, LLC 19 013 −1,48 2 078 2,92
2025-07-30 13F Connors Investor Services Inc 5 678 143,90 621 155,14
2025-08-28 NP GPSTX - GuidePath(R) Growth Allocation Fund Service Shares 831 203 4,46 90 842 9,18
2025-07-29 13F Altus Wealth Group LLC 4 109 0,17 449 4,91
2025-08-13 13F Jones Financial Companies Lllp 2 291 692 8,01 250 785 13,43
2025-08-13 13F Capital Fund Management S.a. Call 31 200 23,81 3 410 29,37
2025-08-07 13F Addison Advisors LLC 1 055 0,00 115 4,55
2025-08-13 13F Capital Fund Management S.a. Put 16 900 −48,48 1 847 −46,14
2025-08-13 13F StoneX Group Inc. 23 960 −22,82 2 619 −19,35
2025-08-13 13F Argyle Capital Partners, LLC 23 273 −22,48 2 544 −18,99
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Core ETF 4 781 16,67 479 −1,44
2025-07-15 13F Regatta Capital Group, Llc 15 225 0,46 1 664 4,99
2025-07-14 13F Sound Stewardship, LLC 51 572 15,27 5 636 20,48
2025-07-16 13F State of Alaska, Department of Revenue 13 315 −16,34 1 0,00
2025-07-22 13F Steele Capital Management, Inc. 620 379 −19,34 67 801 −15,69
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 8 637 −3,48 944 0,86
2025-07-31 13F Mycio Wealth Partners, Llc 0 −100,00 0
2025-05-07 13F Second Half Financial Partners, LLC 0 −100,00 0 −100,00
2025-07-09 13F Breakwater Investment Management 136 0,00 15 0,00
2025-07-30 13F Lionsbridge Wealth Management LLC 18 784 15,42 2 053 20,63
2025-07-10 13F Perkins Coie Trust Co 372 30,07 41 37,93
2025-08-07 13F Capitol Family Office, Inc. 64 085 0,11 7 004 4,63
2025-07-24 13F Riverchase Wealth Management, Llc 9 975 0,00 1 090 4,51
2025-07-30 13F Cambridge Capital Management, Llc 166 138 4,53 18 157 9,25
2025-07-25 13F Alpha Financial Partners, LLC 32 945 −1,64 3 601 2,80
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-07-16 13F Signaturefd, Llc 7 611 −12,96 832 −9,08
2025-06-23 NP AOR - iShares Core Growth Allocation ETF 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 191 651 3,66 19 190 −12,36
2025-08-11 13F Howard Wealth Management, Llc 3 481 0,06 380 4,68
2025-07-17 13F Archford Capital Strategies, LLC 2 083 −61,38 228 −59,75
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 3 427 −21,87 375 −18,34
2025-07-30 13F Klingman & Associates, LLC 534 526 −2,79 58 418 1,59
2025-08-11 13F CBIZ Investment Advisory Services, LLC 4 536 −4,32 496 0,00
2025-07-09 13F Sar Wealth Management Group, Llc 70 116 3,17 7 663 7,82
2025-08-04 13F Creative Financial Designs Inc /adv 7 807 −13,37 853 −9,45
2025-08-07 13F/A Curat Global, LLC 43 540 −3,52 4 758 3,39
2025-07-29 13F Clearview Wealth Advisors LLC 0 −100,00 0
2025-07-23 13F Magnolia Capital Management Ltd 34 281 −6,75 4 0,00
2025-07-17 13F Lazari Capital Management, Inc. 5 812 0,14 635 4,79
2025-08-05 13F GPS Wealth Strategies Group, LLC 2 488 −5,15 272 −1,09
2025-08-22 13F Carter Financial Group, INC. 0 −100,00 0
2025-07-11 13F Elk River Wealth Management, LLC 327 502 1,59 35 793 6,17
2025-07-17 13F Astoria Strategic Wealth, Inc. 29 985 −26,51 3 277 −23,18
2025-07-17 13F Vermillion Wealth Management, Inc. 3 160 −7,11 345 −2,82
2025-08-14 13F FC Advisory LLC 4 337 0,25 474 4,65
2025-08-14 13F Snowden Capital Advisors LLC 44 444 −14,68 4 857 −10,83
2025-07-29 13F Primoris Wealth Advisors, Llc 4 501 0,02 492 4,47
2025-07-09 13F Lincoln Capital Corp 6 472 0,00 707 4,59
2025-07-31 13F Cosner Financial Group, LLC 9 089 −0,36 993 3,33
2025-08-27 13F Tribridge Partners Financial LLC 4 118 0
2025-07-23 13F Venturi Wealth Management, LLC 137 034 432,63 14 976 456,73
2025-08-14 13F Fortress Financial Group, Llc 32 845 85,70 3 590 94,10
2025-07-31 13F Curio Wealth, Llc 270 26 900,00 30 −6,45
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-07-18 13F SigFig Wealth Management, LLC 741 743 2,83 81 213 8,25
2025-08-07 13F Latko Wealth Management, Ltd. 54 125 9,47 6 0,00
2025-07-09 13F Bowman & Co S.C. 6 894 7,95 754 12,89
2025-08-11 13F CFS Investment Advisory Services, LLC 58 189 −0,07 6 0,00
2025-07-11 13F Shelton Wealth Management, Llc 18 866 1,62 2 062 6,18
2025-08-11 13F Pinnacle Financial Group, LLC / IL 4 631 1,78 506 6,53
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 972 0,31 106 4,95
2025-08-12 13F Jaffetilchin Investment Partners, LLC 28 775 3,03 3 145 7,67
2025-07-31 13F Cadinha & Co Llc 13 345 −14,92 1 458 −11,10
2025-08-12 13F Richard W. Paul & Associates, LLC 107 216 −7,43 11 718 −3,25
2025-07-16 13F Register Financial Advisors LLC 1 134 −6,82 124 −3,15
2025-08-05 13F J. W. Coons Advisors, LLC 13 660 −12,31 1 493 −8,35
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