IWF - iShares Trust - iShares Russell 1000 Growth ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

iShares Trust - iShares Russell 1000 Growth ETF
US ˙ ARCA ˙ US4642876142

Grundläggande statistik
Institutionella ägare 2354 total, 2341 long only, 2 short only, 11 long/short - change of 3,11% MRQ
Genomsnittlig portföljallokering 0.8761 % - change of 4,23% MRQ
Institutionella aktier (lång) 202 487 815 (ex 13D/G) - change of −4,04MM shares −1,96% MRQ
Institutionellt värde (lång) $ 82 748 691 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares Russell 1000 Growth ETF (US:IWF) har 2354 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 202,487,868 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Goldman Sachs Group Inc, Fmr Llc, Jpmorgan Chase & Co, UBS Group AG, Envestnet Asset Management Inc, Northern Trust Corp, Wells Fargo & Company/mn, and LPL Financial LLC .

iShares Trust - iShares Russell 1000 Growth ETF (ARCA:IWF) 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 15, 2025 is 464,56 / share. Previously, on September 16, 2024, the share price was 365,63 / share. This represents an increase of 27,06% over that period.

IWF / iShares Trust - iShares Russell 1000 Growth ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

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.

IWF / iShares Trust - iShares Russell 1000 Growth ETF Historical Put/Call Ratio
13D/G-Arkiveringar

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

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

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Fil Datum Formulär Investerare Föregående
aktier
Senaste
aktier
Δ Aktier
(Procent)
Ägande
(Procent)
Δ Ägande
(Procent)
2024-12-06 13G BlackRock, Inc. 400,000 400,000 0.00 69.00 -17.17
13F- och NPORT-arkiveringar

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-15 13F Evanson Asset Management, LLC 10 096 −0,04 4 287 17,52
2025-07-17 13F Coastline Trust Co 2 910 10,52 1 236 30,00
2025-08-05 13F Core Alternative Capital 232 −7,20 99 8,89
2025-07-21 13F Montz Harcus Wealth Management LLC 629 0,00 267 18,14
2025-08-12 13F Reliant Wealth Planning 1 347 0,00 572 17,49
2025-08-14 13F Money Concepts Capital Corp 1 809 −18,44 768 −4,00
2025-08-12 13F Fca Corp /tx 1 085 0,00 461 17,65
2025-08-08 13F Ironwood Investment Counsel, LLC 1 486 −5,89 631 10,70
2025-08-11 13F Berkeley, Inc 904 0,11 384 17,48
2025-07-29 13F BKD Wealth Advisors, LLC 15 590 5,80 6 619 24,39
2025-08-14 13F LaSalle St. Investment Advisors, LLC 720 −22,41 0
2025-08-14 13F Alliancebernstein L.p. 218 309 5,62 92 690 24,19
2025-07-10 13F Bath Savings Trust Co 571 0,00 242 17,48
2025-07-21 13F Fairvoy Private Wealth, LLC 2 979 1,22 1 265 19,02
2025-07-16 13F Castleview Partners, Llc 2 379 −0,08 1 010 17,58
2025-08-13 13F Beacon Pointe Advisors, LLC 216 816 1,02 92 056 18,78
2025-08-14 13F Diversify Advisory Services, LLC 5 462 2 459
2025-07-09 13F Veracity Capital LLC 5 896 −3,47 2 503 13,51
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 2 510 0,00 1 083 19,43
2025-08-12 13F Wayfinding Financial, LLC 1 253 0,00 1
2025-08-27 NP OALGX - Optimum Large Cap Growth Fund Class A 10 516 −15,07 4 465 −0,16
2025-07-16 13F Evergreen Private Wealth LLC 313 0,00 133 16,81
2025-04-25 NP PMSAX - Global Multi-Strategy Fund Class A 509 1 111,90 201 1 328,57
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 3 342 −54,64 1 421 −46,58
2025-08-01 13F Liberty Wealth Management Llc 1 191 0,17 506 17,72
2025-08-14 13F Broadleaf Partners, LLC 495 210
2025-08-05 13F AAFCPAs Wealth Management, LLC 3 569 20,25 1 515 41,46
2025-04-29 13F Calamos Advisors LLC 0 −100,00 0
2025-08-08 13F Financial Life Planners 1 387 −2,80 589 14,17
2025-07-01 13F Park National Corp /oh/ 1 197 0,00 508 17,59
2025-08-13 13F North Berkeley Wealth Management, LLC 1 621 −12,24 688 3,30
2025-08-11 13F Dorsey & Whitney Trust CO LLC 50 341 0,00 21 374 17,58
2025-08-06 13F Mascagni Wealth Management, Inc. 2 159 −2,44 917 14,64
2025-07-17 13F Montis Financial, LLC 1 642 −0,97 697 16,56
2025-05-02 13F Napatree Capital Llc 956 345
2025-08-01 13F MorganRosel Wealth Management, LLC 246 0,00 104 18,18
2025-08-01 13F Planning Directions Inc 0 −100,00 0
2025-07-25 13F Pathway Financial Advisors LLC 1 185 −6,03 503 10,55
2025-07-29 13F Hoese & Co LLP 5 486 −11,40 2 329 4,21
2025-07-15 13F Marquette Asset Management, LLC 121 425 −0,13 51 555 17,43
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 0 −100,00 0
2025-08-06 13F Summit Investment Advisors, Inc. 20 053 0,95 8 661 17,45
2025-07-30 13F Green Square Capital Advisors Llc 1 200 0,00 509 17,55
2025-07-24 13F Lmcg Investments, Llc 1 543 0,00 655 17,59
2025-08-12 13F Harbor Advisory Corp /ma/ 1 050 0,00 446 17,41
2025-08-07 13F Northwest Bancshares, Inc. 1 025 −2,57 435 14,78
2025-08-11 13F Summit Wealth Partners, LLC 56 061 6,43 23 802 25,15
2025-07-11 13F Ttp Investments, Inc. 502 213
2025-07-30 13F Klingenstein Fields & Co Lp 1 355 −3,56 575 13,41
2025-08-14 13F Monograph Wealth Advisors, Llc 10 597 23,38 4 499 45,08
2025-08-14 13F German American Bancorp, Inc. 1 235 0,00 524 17,75
2025-08-05 13F Scarborough Advisors, LLC 0 −100,00 0
2025-07-30 13F Citizens & Northern Corp 2 136 0,95 907 18,59
2025-08-12 13F Southeast Asset Advisors Inc. 525 223
2025-08-12 13F Change Path, LLC 13 443 5,86 5 708 24,47
2025-08-12 13F Planning Alternatives Ltd /adv 3 855 0,00 1 637 17,53
2025-08-14 13F Evercore Wealth Management, LLC 58 225 1,53 24 721 19,38
2025-07-22 13F Signature Wealth Management Partners, LLC 2 322 −5,76 986 10,80
2025-07-30 13F Financial Perspectives, Inc 3 343 2,51 1 419 20,56
2025-07-17 13F Park Place Capital Corp 7 324 −15,19 3 077 −1,35
2025-07-16 13F West Branch Capital LLC 538 0,00 228 17,53
2025-08-06 13F Valued Wealth Advisors LLC 26 11
2025-07-17 13F Charles Schwab Trust Co 520 221
2025-08-04 13F HBK Sorce Advisory LLC 34 567 −4,56 14 677 12,22
2025-08-08 13F Capstone Financial Advisors, Inc. 115 114 0,08 48 875 17,68
2025-08-13 13F Providence Capital Advisors, LLC 6 981 36,67 2 964 60,68
2025-08-04 13F Spinnaker Trust 2 636 0,00 1 119 17,67
2025-07-23 13F Objectivity Squared, LLC 36 237 57,24 15 385 90,74
2025-07-31 13F/A Interchange Capital Partners, LLC 2 858 −0,14 1 213 17,42
2025-08-19 13F Hohimer Wealth Management, Llc 1 071 0,00 455 17,62
2025-07-08 13F Zrc Wealth Management, Llc 7 269 5,04 3 086 23,54
2025-08-20 13F Tull Financial Group, Inc. 2 723 13,79 1 156 33,80
2025-07-02 13F Dentgroup LLC 7 220 27,74 3 066 50,25
2025-07-28 13F IFC Advisors LLC 8 518 0,00 3 617 17,59
2025-08-14 13F Vident Advisory, LLC 578 0,87 245 18,93
2025-08-07 13F Midland Wealth Advisors Llc 5 708 −41,06 2 424 −30,71
2025-07-22 13F Ellenbecker Investment Group 135 310 7,64 57 450 26,57
2025-08-06 13F Prospera Financial Services Inc 105 008 244,19 44 601 304,68
2025-08-14 13F McIlrath & Eck, LLC 1 989 −0,15 844 17,39
2025-08-11 13F Perennial Investment Advisors, LLC 7 421 −8,62 3 150 7,44
2025-08-05 13F Integrity Financial Corp /WA 22 0,00 9 28,57
2025-07-18 13F Founders Capital Management 36 0,00 15 25,00
2025-07-22 13F Wealthcare Capital Partners, LLC 603 −0,50 256 17,43
2025-08-14 13F Tennessee Valley Asset Management Partners 2 234 −13,07 949 2,16
2025-07-22 13F Evensky & Katz LLC 0 −100,00 0
2025-07-10 13F Tompkins Financial Corp 1 034 0,00 439 17,69
2025-07-21 13F Stock Yards Bank & Trust Co 20 601 −1,52 8 747 15,80
2025-08-14 13F Warren Averett Asset Management, LLC 155 524 −0,12 66 032 17,44
2025-05-02 13F Capital A Wealth Management, LLC 52 19
2025-08-11 13F Pin Oak Investment Advisors Inc 3 799 −8,81 1 0,00
2025-04-29 13F Truist Financial Corp Put 0 −100,00 0 −100,00
2025-08-05 13F Code Waechter LLC 3 040 0,00 1 291 128 900,00
2025-07-23 13F Integris Wealth Management, LLC 1 222 0,00 519 17,46
2025-05-15 13F National Wealth Management Group, LLC 0 −100,00 0
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-18 13F Ewa, Llc 3 805 −0,31 1 616 17,20
2025-07-23 13F Canopy Partners, LLC 657 −12,63 279 2,58
2025-07-29 13F Madison Wealth Partners, Inc 1 184 2,42 503 20,38
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-08-13 13F Maia Wealth LLC 476 202
2025-07-18 13F First Pacific Financial 33 14
2025-07-10 13F Signal Advisors Wealth, LLC 1 364 −19,48 579 −5,40
2025-08-06 13F Moors & Cabot, Inc. 1 615 29,82 686 52,56
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-07-28 13F Copia Wealth Management 926 −6,46 393 10,08
2025-07-25 13F Fifth Third Wealth Advisors LLC 61 884 0,49 26 275 18,16
2025-05-14 13F Edgewood Management Llc 0 −100,00 0 −100,00
2025-08-14 13F Wetherby Asset Management Inc 11 363 −5,88 4 825 −0,50
2025-07-09 13F Blodgett Wealth Advisors, Llc 49 234 −6,36 20 904 10,10
2025-08-01 13F Strategic Financial Services, Inc, 2 915 −5,05 1 238 11,64
2025-08-06 13F Commonwealth Equity Services, Llc 2 104 704 −3,15 894 13,90
2025-08-06 13F Legacy Bridge, LLC 750 0,00 318 17,78
2025-08-07 13F Vise Technologies, Inc. 5 671 30,79 2 408 38,25
2025-08-14 13F Wedgewood Partners Inc 0 −100,00 0
2025-07-11 13F Adirondack Trust Co 10 136 6,67 4 303 25,45
2025-08-14 13F Sand Hill Global Advisors, LLC 2 630 −8,62 1 117 7,41
2025-08-27 13F/A Squarepoint Ops LLC 496 211
2025-04-23 13F Sabal Trust CO 7 267 −3,36 2 624 −13,08
2025-07-09 13F Westshore Wealth, LLC 44 896 −1,59 19 062 15,71
2025-07-28 13F Eq Wealth Advisors, Llc 88 0,00 37 19,35
2025-07-30 13F Cornerstone Advisory, LLC 18 173 −1,83 7 716 12,28
2025-08-12 13F Twin Focus Capital Partners, Llc 0 −100,00 0
2025-07-09 13F Baron Financial Group, LLC 7 751 −2,06 3 291 15,16
2025-08-14 13F Abound Financial, Llc 489 0,00 208 17,61
2025-08-18 13F Hollencrest Capital Management 749 0,00 318 17,78
2025-07-21 13F Mattern Capital Management, Llc 3 160 27,16 1 342 49,50
2025-05-08 13F RFG - Bristol Wealth Advisors, LLC 0 −100,00 0
2025-08-12 13F New Republic Capital, LLC 912 −38,25 387 −27,39
2025-07-08 13F Nbc Securities, Inc. 12 453 −1,32 5 25,00
2025-08-07 13F Meeder Advisory Services, Inc. 1 096 17,47 465 38,39
2025-07-29 13F Kondo Wealth Advisors, Inc. 816 343
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-08-13 13F Keystone Financial Group 677 0,00 287 17,62
2025-07-17 13F Avondale Wealth Management 725 0,00 308 17,62
2025-07-22 13F Valley National Advisers Inc 4 349 0,00 2 0,00
2025-08-05 13F EPG Wealth Management LLC 16 381 −7,87 6 955 8,33
2025-07-17 13F HCR Wealth Advisors 918 −5,94 390 10,51
2025-08-06 13F Bensler, LLC 4 674 0,00 1 985 17,61
2025-07-24 13F 3Chopt Investment Partners, LLC 0 −100,00 0
2025-07-23 13F Detalus Advisors, LLC 5 583 −0,02 2 370 17,56
2025-08-11 13F Vanguard Group Inc 37 589 1,83 15 960 19,73
2025-07-31 13F Moser Wealth Advisors, LLC 1 362 0,00 578 17,72
2025-05-15 13F Greenline Partners, LLC 0 −100,00 0
2025-08-06 13F Regimen Wealth, Llc 3 463 −14,87 1 470 0,14
2025-08-14 13F Gotham Asset Management, LLC 15 464 486,65 6 566 590,33
2025-07-17 13F Sound Income Strategies, LLC 482 20,20 205 41,67
2025-05-12 13F Measured Wealth Private Client Group, LLC 0 −100,00 0
2025-08-04 13F Mesirow Financial Investment Management, Inc. 188 769 −1,27 80 155 16,09
2025-08-08 13F eCIO, Inc. 0 −100,00 0
2025-07-23 13F LifeSteps Financial, Inc. 530 225
2025-08-11 13F Nomura Asset Management Co Ltd 1 330 0,00 565 17,50
2025-08-12 13F Leigh Baldwin & Co., Llc 14 673 32,50 6 230 55,76
2025-08-14 13F Elevatus Welath Management 2 249 0,00 955 17,49
2025-07-11 13F Essex Savings Bank 3 790 3,50 1 609 21,71
2025-07-24 13F/A TFR Capital, LLC. 2 885 4,11 1 225 22,40
2025-07-17 13F City Holding Co 17 414 −3,06 7 393 14,00
2025-07-21 13F Creative Capital Management Investments LLC 818 9,07 347 28,52
2025-08-13 13F Summit Financial, LLC 36 749 −5,56 15 603 11,05
2025-07-23 13F Tyche Wealth Partners LLC 1 681 −2,10 714 15,00
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-08-11 13F Lake Street Financial Llc 699 −5,80 297 10,86
2025-08-21 NP MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class 7 678 3 260
2025-08-13 13F Ironwood Investment Management Llc 906 0,00 385 17,43
2025-08-04 13F Creekmur Asset Management LLC 79 0,00 33 17,86
2025-08-04 13F L.m. Kohn & Company 704 −1,81 299 15,50
2025-08-08 13F CFO4Life Group, LLC 1 861 0,05 790 17,73
2025-07-17 13F Independence Bank of Kentucky 6 363 0,00 2 702 17,59
2025-04-25 13F Peregrine Capital Management Llc 0 −100,00 0
2025-08-12 13F Associated Banc-corp 14 298 23,80 6 071 45,56
2025-08-13 13F Loomis Sayles & Co L P 22 626 0,00 9 606 119 975,00
2025-08-25 13F/A Promus Capital, LLC 1 766 330,73 750 406,08
2025-07-16 13F Kathmere Capital Management, LLC 2 288 44,08 972 69,46
2025-07-16 13F Falcon Wealth Planning 3 577 13,59 1 519 33,51
2025-07-16 13F Encompass Wealth Advisors, Llc 3 633 0,00 1 543 17,62
2025-07-08 13F Atlas Brown,Inc. 10 598 −1,63 4 500 15,66
2025-07-31 13F Ballast Advisors Llc 3 521 −0,62 1 495 16,81
2025-08-13 13F Invesco Ltd. 0 −100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 810 −8,06 344 7,86
2025-08-11 13F Foundation Wealth Management, LLC\PA 13 237 −0,15 5 620 17,43
2025-08-11 13F Guidance Point Advisors, LLC 9 658 −0,09 4 100 17,48
2025-07-07 13F TruWealth Advisors, LLC 188 677 2,25 80 108 20,23
2025-07-17 13F Stone Point Wealth LLC 1 458 0,00 619 17,68
2025-07-14 13F Enzi Wealth 505 216
2025-07-25 13F Apollon Wealth Management, LLC 19 745 −0,78 8 383 16,67
2025-07-18 13F Brookmont Capital Management 3 852 0,18 1 635 17,80
2025-07-29 13F Private Trust Co Na 11 012 −7,94 4 675 8,24
2025-08-11 13F Citigroup Inc 665 839 4,40 282 702 22,75
2025-07-31 13F Northstar Asset Management Inc 1 215 0,00 516 17,58
2025-08-12 13F RPG Investment Advisory, LLC 1 372 −50,61 583 −41,97
2025-05-15 13F Two Sigma Securities, Llc Call 0 −100,00 0 −100,00
2025-08-05 13F Dahring | Cusmano Llc 899 0,11 382 17,59
2025-07-08 13F Apella Capital, LLC 26 953 −15,31 11 462 0,69
2025-05-16 13F Fred Alger Management, Llc 0 −100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 3 112 830 0,44 1 321 645 18,10
2025-07-22 13F Appleton Partners Inc/ma 3 113 −0,80 1 0,00
2025-07-09 13F Presidio Capital Management, LLC 2 242 11,21 952 30,81
2025-08-11 13F Harold Davidson & Associates Inc. 647 275
2025-07-07 13F Enterprise Bank & Trust Co 2 047 0,00 869 17,59
2025-07-15 13F Cranbrook Wealth Management, LLC 100 0,00 42 16,67
2025-08-14 13F Clark Capital Management Group, Inc. 6 118 −82,10 2 598 −78,96
2025-07-28 NP VCBCX - Blue Chip Growth Fund 25 008 16,12 9 989 17,53
2025-08-12 13F Manchester Capital Management LLC 4 069 −30,71 1 728 −18,54
2025-07-23 13F Eagle Strategies LLC 12 591 −0,40 5 346 17,11
2025-08-13 13F Baird Financial Group, Inc. 2 729 778 15,78 1 159 009 36,14
2025-08-15 13F CI Private Wealth, LLC 696 428 −53,98 295 691 −45,89
2025-07-07 13F Insight Wealth Strategies, LLC 2 038 0,00 856 16,46
2025-07-30 13F Phillips Financial Management, Llc 874 0,00 371 17,78
2025-08-13 13F Capital Group Private Client Services, Inc. 4 482 −0,44 1 903 17,11
2025-07-11 13F First PREMIER Bank 1 102 187,73 0
2025-07-15 13F Armis Advisers, LLC 45 129 46,02 19 272 70,09
2025-08-12 13F Mmbg Investment Advisors Co. 1 969 0,00 836 17,61
2025-08-04 13F Haven Private, LLC 500 −25,71 212 −12,76
2025-08-13 13F PACK Private Wealth, LLC 1 456 0,00 618 17,71
2025-08-15 13F Cooksen Wealth, LLC 46 557 9,48 19 767 37,92
2025-07-22 13F Coastal Investment Advisors, Inc. 3 140 −6,69 1 333 9,71
2025-08-12 13F LPL Financial LLC 3 489 415 6,38 1 481 536 25,09
2025-08-13 13F Schroder Investment Management Group 0 −100,00 0
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 838 0,00 356 17,55
2025-08-11 13F Hopwood Financial Services, Inc. 442 0,00 188 17,61
2025-08-11 13F TD Waterhouse Canada Inc. 3 202 −42,94 1 345 −34,13
2025-07-29 13F Financial Advisors, LLC 16 914 0,00 7 181 17,59
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 112 659 −1,79 47 833 15,47
2025-07-18 13F SMI Advisory Services, LLC 1 403 605
2025-07-25 13F G2 Capital Management, Llc / Oh 6 459 0,00 2 742 17,58
2025-08-01 13F Facet Wealth, Inc. 1 697 7,47 747 26,40
2025-08-08 13F Jacksonville Wealth Management, LLC 701 0,00 298 17,39
2025-08-13 13F ESL Trust Services, LLC 1 353 −2,87 574 14,12
2025-07-18 13F United Bank 3 349 0,00 1 422 17,54
2025-07-21 13F Compass Planning Associates Inc 70 −81,23 30 −78,36
2025-08-14 13F Novus Advisors, Llc 1 416 −17,67 601 −3,22
2025-08-14 13F Integrated Wealth Concepts LLC 28 610 −1,89 12 147 15,37
2025-07-09 13F GEM Asset Management, LLC 2 167 0,00 921 16,88
2025-08-14 13F Janus Henderson Group Plc 12 044 1,25 5 114 19,07
2025-08-12 13F Intellus Advisors LLC 829 352
2025-07-18 13F Ami Asset Management Corp 67 154 225,22 28 512 282,40
2025-07-29 13F Accretive Wealth Partners, LLC 39 084 3,88 16 594 18,81
2025-08-27 NP Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 150 588 0,31 63 937 17,95
2025-08-01 13F SYM FINANCIAL Corp 237 0,00 101 17,65
2025-04-21 13F Shelton Wealth Management, Llc 0 −100,00 0
2025-07-10 13F Selective Wealth Management, Inc. 3 626 −2,05 1 555 20,00
2025-08-14 13F Beaird Harris Wealth Management, LLC 1 725 −4,75 732 12,10
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 1 804 0,00 766 17,51
2025-08-08 13F Gts Securities Llc 40 602 530,56 17 239 641,42
2025-07-03 13F Trust Co of the South 5 564 0,00 2 362 17,57
2025-07-16 13F Rebalance, Llc 21 318 2,86 9 051 20,95
2025-07-09 13F Praetorian Wealth Management, Inc. 0 −100,00 0
2025-08-12 13F Belmont Capital, LLC 266 0,00 113 16,67
2025-08-13 13F GeoWealth Management, LLC 205 −99,44 87 −99,34
2025-08-14 13F Moneta Group Investment Advisors Llc 270 073 1,53 114 667 19,39
2025-08-15 13F Morse Asset Management, Inc 700 0,00 297 17,86
2025-04-14 13F Outlook Wealth Advisors, LLC 0 −100,00 0
2025-07-17 13F Sage Rhino Capital Llc 2 000 0,00 849 17,59
2025-07-25 13F Endowment Wealth Management, Inc. 494 210
2025-08-08 13F/A Sterling Capital Management LLC 610 259
2025-07-07 13F Wesbanco Bank Inc 11 020 −2,19 4 679 15,00
2025-08-13 13F Cary Street Partners Financial Llc 36 024 −5,07 15 295 11,62
2025-08-07 13F Sanchez Wealth Management Group 81 818 1,42 34 738 19,26
2025-07-10 13F Atticus Wealth Management, Llc 54 260 14,45 23 038 34,57
2025-08-06 13F Cannon Financial Strategists, Inc. 5 410 −1,99 2 297 15,25
2025-08-08 13F Parker Investment Management, LLC 821 0,00 349 17,57
2025-08-07 13F 1620 Investment Advisors, Inc. 8 0,00 3 50,00
2025-08-14 13F 10Elms LLP 22 0,00 9 28,57
2025-08-11 13F Western Wealth Management, LLC 22 261 1,56 9 451 19,41
2025-07-16 13F Cove Private Wealth, LLC 7 240 0,00 3 074 17,56
2025-08-11 13F Actinver Wealth Management, Inc. 789 17,24 335 37,45
2025-07-23 13F Nbt Bank N A /ny 1 077 0,00 457 17,78
2025-07-09 13F Heritage Wealth Architects, Inc. 3 852 7,15 1 635 25,96
2025-07-31 13F Auour Investments LLC 6 299 −1,39 2 674 14,13
2025-07-24 13F Rice Partnership, LLC 1 450 13,28 616 33,12
2025-08-12 13F Guerra Pan Advisors, Llc 1 225 0,00 520 17,65
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 44 636 4,60 18 951 22,99
2025-07-11 13F Afg Fiduciary Services Limited Partnership 538 226
2025-07-17 13F Hanson & Doremus Investment Management 227 0,00 0
2025-08-05 13F Claro Advisors LLC 48 493 −19,91 20 589 −5,83
2025-08-05 13F Mathes Company, Inc. 14 950 0,00 6 20,00
2025-08-08 13F Strategies Wealth Advisors, LLC 3 670 −4,38 1 558 12,49
2025-07-29 13F Chicago Partners Investment Group LLC 9 877 −6,45 4 312 9,66
2025-07-30 13F Parcion Private Wealth LLC 865 0,00 367 17,63
2025-07-14 13F Armstrong Advisory Group, Inc 1 019 5,93 433 11,92
2025-08-05 13F Prosperity Consulting Group, LLC 13 978 2,74 5 935 20,81
2025-07-25 13F Astoria Portfolio Advisors LLC. 1 554 72,28 680 115,87
2025-08-06 13F Disciplined Investors, L.L.C. 1 220 0,99 518 18,58
2025-08-05 13F Welch & Forbes Llc 5 615 10,31 2 384 29,78
2025-08-13 13F Patrick M Sweeney & Associates, Inc 1 232 0,00 528 18,69
2025-08-07 13F Winch Advisory Services, LLC 15 0,00 6 20,00
2025-08-14 13F Great Valley Advisor Group, Inc. 37 842 −7,17 16 067 9,15
2025-07-24 13F Certus Wealth Management, LLC 739 0,00 314 8,68
2025-07-31 13F Cardinal Point Capital Management, ULC 1 389 0,00 590 17,56
2025-07-16 13F Plancorp, LLC 6 280 0,61 2 666 18,33
2025-08-05 13F Integrity Wealth Solutions LLC 2 246 0,09 954 17,65
2025-07-11 13F Bell Bank 1 700 −3,74 722 13,19
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 113 274 5,15 48 094 23,64
2025-08-21 NP MXLGX - Great-West Large Cap Growth Fund Investor Class 95 414 40 511
2025-07-18 13F TPG Advisors LLC 610 0,00 259 17,27
2025-08-13 13F Portland Global Advisors LLC 3 215 157,41 1 365 202,66
2025-07-30 13F Onyx Bridge Wealth Group LLC 861 −1,71 366 15,51
2025-08-13 13F Cresset Asset Management, LLC 499 104 −3,62 211 910 13,33
2025-08-14 13F Family Office Research LLC 752 0,00 320 17,71
2025-08-13 13F Greenwich Wealth Management LLC 956 −9,56 0
2025-08-13 13F Sands Capital Management, Llc 0 −100,00 0
2025-07-11 13F Kaydan Wealth Management, Inc. 2 048 −8,24 870 7,95
2025-08-06 13F Kcm Investment Advisors Llc 4 082 −10,78 1 733 4,90
2025-08-14 13F Safeguard Investment Advisory Group, LLC 1 361 0,00 578 17,52
2025-07-03 13F Stairway Partners, LLC 428 014 9,44 181 726 28,68
2025-07-15 13F World Equity Group, Inc. 1 412 4,83 600 23,25
2025-07-24 13F Edge Financial Advisors LLC 1 126 −10,92 473 3,73
2025-07-21 13F Segment Wealth Management, LLC 10 534 0,00 4 473 17,59
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 1 751 −5,25 743 11,39
2025-07-16 13F Cambridge Advisors Inc. 6 368 −1,32 2 704 16,01
2025-08-12 13F SlateStone Wealth, LLC 54 635 −4,20 23 15,00
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-07-21 13F Verus Financial Partners, Inc. 2 362 0,00 1 013 21,78
2025-07-16 13F American National Bank 733 −31,56 311 −19,43
2025-08-13 13F Russell Investments Group, Ltd. 3 378 55,45 1 434 82,91
2025-07-22 13F Willner & Heller, Llc 9 640 −9,01 4 093 6,98
2025-07-28 13F Nestegg Advisors, Inc. 46 214 0,70 19 622 18,41
2025-08-01 13F Milestone Asset Management Group, LLC 1 703 0,00 723 17,75
2025-08-07 13F Cascade Financial Partners, LLC 5 297 20,47 2 249 41,71
2025-07-29 13F Quotient Wealth Partners, LLC 8 825 −0,52 3 747 16,95
2025-08-07 13F Verus Capital Partners, Llc 5 712 −0,30 2 425 17,26
2025-08-08 13F Good Life Advisors, LLC 4 795 26,22 2 036 48,43
2025-07-30 13F Crewe Advisors LLC 6 559 −4,29 2 785 12,53
2025-08-08 13F Arcadia Investment Management Corp/mi 519 0,97 220 18,92
2025-08-14 13F Stifel Financial Corp 1 262 727 −5,57 536 135 11,04
2025-07-11 13F Compass Ion Advisors, LLC 1 551 0,00 659 17,50
2025-08-01 13F Twin Lakes Capital Management, LLC 134 −34,63 57 −24,32
2025-08-13 13F Dynamic Wealth Strategies, LLC 27 0,00 11 22,22
2025-08-05 13F Counterweight Ventures, LLC 18 262 3,73 7 754 21,96
2025-08-14 13F Apriem Advisors 15 554 0,41 6 604 18,08
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. 0 −100,00 0
2025-07-14 13F BetterWealth, LLC 1 096 0,00 465 17,72
2025-08-04 13F Bordeaux Wealth Advisors LLC 2 152 −2,05 914 15,13
2025-08-05 13F Bank Of Montreal /can/ 305 750 −1,61 129 815 15,69
2025-08-13 13F Haverford Trust Co 58 215 0,94 24 717 18,68
2025-07-10 13F Baker Tilly Financial, Llc 5 033 43,27 2 137 68,45
2025-08-14 13F Bank Of Hawaii 2 476 0,00 1 051 17,56
2025-08-12 13F Gladstone Institutional Advisory LLC 16 667 −4,27 7 077 12,57
2025-08-04 13F Savvy Advisors, Inc. 8 630 27,62 3 664 50,10
2025-08-11 13F Y.D. More Investments Ltd 48 0,00 20 17,65
2025-08-13 13F Ark & Tlk Investments, Llc 24 039 0,00 10 206 17,58
2025-07-10 13F Rockland Trust Co 1 560 0,00 662 17,58
2025-08-13 13F Solutions 4 Wealth, Ltd 0 −100,00 0
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 627 −7,66 266 8,57
2025-08-07 13F McClarren Financial Advisors, Inc. 0 −100,00 0
2025-08-14 13F Clientfirst Wealth Management, LLC 28 264 0,00 12 000 17,59
2025-07-29 13F Disciplined Investments, LLC 11 755 0,08 4 991 17,66
2025-08-12 13F Wealth Dimensions Group, Ltd. 8 059 0,49 3 422 18,13
2025-08-06 13F Paladin Advisory Group, LLC 23 589 −1,14 10 015 16,25
2025-08-08 13F Union Savings Bank 2 208 −10,68 972 8,97
2025-07-11 13F Andrews, Lucia Wealth Management Llc 711 0,00 302 5,96
2025-07-18 13F CHURCHILL MANAGEMENT Corp 581 381 −57,95 246 843 −50,55
2025-08-11 13F Oder Investment Management, LLC 947 −0,32 402 17,20
2025-08-06 13F Cetera Trust Company, N.A 666 0,00 283 17,50
2025-08-12 13F Tradition Wealth Management, LLC 47 058 −0,43 19 980 17,08
2025-08-13 13F SCS Capital Management LLC 72 213 0,11 30 660 17,72
2025-08-29 13F Evolution Wealth Management Inc. 298 127
2025-07-31 13F Glass Jacobson Investment Advisors llc 8 078 1,13 3 430 6,92
2025-08-13 13F GM Advisory Group, Inc. 29 116 −0,17 12 362 17,39
2025-08-14 13F Certified Advisory Corp 8 028 −0,55 3 408 16,95
2025-08-15 13F Asset Allocation Strategies LLC 1 870 −46,39 794 −36,93
2025-07-23 13F Pillar Financial Advisors, LLC 1 290 0,00 548 17,63
2025-07-22 13F Confluence Wealth Services, Inc. 281 103 3,93 119 351 26,25
2025-07-28 13F Dixon Fnancial Services, Inc. 16 286 0,00 6 915 17,59
2025-08-11 13F Intrust Bank Na 4 476 −0,20 1 900 17,36
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 6 228 −11,88 2 644 7,04
2025-08-04 13F Bridgewealth Advisory Group, LLC 528 224
2025-08-08 13F Breed's Hill Capital LLC 18 724 −1,53 7 950 15,79
2025-08-06 13F OneAscent Wealth Management LLC 0 −100,00 0
2025-07-15 13F Bfsg, Llc 1 149 5,70 488 24,23
2025-07-15 13F McCarthy & Cox 846 0,00 359 17,70
2025-07-09 13F Massmutual Trust Co Fsb/adv 2 695 −4,33 1 144 12,49
2025-08-08 13F Evolution Wealth Advisors, LLC 1 270 4,35 539 22,78
2025-08-13 13F Okabena Investment Services Inc 11 701 0,00 4 968 17,59
2025-08-05 13F MidAtlantic Capital Management, Inc. 13 344 −0,48 5 666 17,02
2025-08-14 13F Atomi Financial Group, Inc. 29 983 −18,22 12 730 −3,84
2025-07-08 13F Webster Bank, N. A. 1 358 −5,03 577 11,63
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 311 2 292,31 132 3 200,00
2025-07-23 13F Valmark Advisers, Inc. 12 963 −2,23 5 504 14,96
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class 14 886 142,32 5 375 117,96
2025-04-10 13F Bremer Bank National Association 1 909 0,00 689 −10,05
2025-07-24 13F/A McElhenny Sheffield Capital Management, LLC 913 0,00 388 17,63
2025-07-14 13F Harbor Group, Inc. 1 437 0,07 610 17,76
2025-07-16 13F Meridian Investment Counsel Inc. 630 0,00 267 17,62
2025-07-28 13F Courier Capital Llc 9 271 1,23 3 936 19,06
2025-08-14 13F Qalhat Capital Ltd 250 930 10,46 106 540 29,88
2025-04-16 13F New Century Financial Group, LLC 0 −100,00 0 −100,00
2025-07-08 13F/A Salem Investment Counselors Inc 5 037 0,00 2 139 17,60
2025-08-12 13F Main Management LLC 915 −56,96 0
2025-07-17 13F Bluesphere Advisors, LLC 84 016 1,10 35 672 18,88
2025-07-31 13F Oppenheimer Asset Management Inc. 24 320 −19,60 10 326 −5,46
2025-08-13 13F Townsquare Capital Llc 13 431 −55,12 5 703 −47,23
2025-08-04 13F Bristlecone Advisors, LLC 1 764 0,00 749 17,61
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 48 407 28,52 20 526 51,15
2025-05-13 13F Redmond Asset Management, LLC 0 −100,00 0
2025-08-08 13F Atlantic Trust, LLC 1 093 1 887,27 464 2 342,11
2025-07-24 13F Jfs Wealth Advisors, Llc 89 833 −4,93 38 141 11,79
2025-07-30 13F Beech Hill Advisors, Inc. 1 471 0,00 625 17,51
2025-08-14 13F Two Sigma Securities, Llc 7 544 385,46 3 203 470,94
2025-04-15 13F Members Wealth Llc 2 144 −8,61 774 −19,63
2025-07-23 13F Colony Family Offices, LLC 7 490 100,00 3 180 135,21
2025-08-12 13F Armor Investment Advisors, LLC 50 0,00 21 16,67
2025-08-14 13F Two Sigma Securities, Llc Put 0 −100,00 0 −100,00
2025-07-14 13F Mechanics Bank Trust Department 8 395 −3,67 3 564 13,29
2025-07-24 13F Ramirez Asset Management, Inc. 7 050 0,00 2 993 17,60
2025-09-11 NP CFGRX - The Growth Fund Shares 11 100 −51,70 4 889 −42,00
2025-07-24 13F Conning Inc. 24 087 0,00 10 227 17,58
2025-07-17 13F HB Wealth Management, LLC 75 137 1,79 31 902 19,68
2025-08-12 13F Bedel Financial Consulting, Inc. 4 305 2,57 1 828 17,27
2025-08-12 13F Jacobi Capital Management LLC 4 018 −1,23 1 706 16,14
2025-08-14 13F Price T Rowe Associates Inc /md/ 18 840 −97,61 8 −97,18
2025-08-14 13F Camden Capital, LLC 17 808 −4,82 7 561 11,93
2025-07-14 13F Abound Wealth Management 163 11,64 69 32,69
2025-07-17 13F Legacy Wealth Management, Inc 1 274 0,00 541 17,39
2025-07-28 13F Td Asset Management Inc 5 285 −10,32 2 244 5,45
2025-08-11 13F Johnson Financial Group, LLC 0 −100,00 0
2025-08-12 13F Bravias Capital Group, LLC 1 051 −0,28 446 17,37
2025-08-19 13F/A Pitcairn Co 20 764 −5,56 8 816 11,03
2025-07-07 13F First Community Trust Na 125 525,00 53 657,14
2025-07-28 13F Harbour Investments, Inc. 8 044 −1,32 3 415 16,04
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 1 700 0,29 722 17,81
2025-07-28 13F Allianz Asset Management GmbH 58 600 72,10 24 880 102,36
2025-07-11 13F Weatherly Asset Management L. P. 1 915 0,00 813 17,66
2025-07-15 13F SJS Investment Consulting Inc. 425 −2,97 180 13,92
2025-07-29 13F Stanley-Laman Group, Ltd. 1 797 0,00 763 17,59
2025-05-12 13F Cahill Wealth Management, LLC 1 390 0,00 502 −10,22
2025-07-16 13F Dakota Wealth Management 36 469 −0,40 15 484 17,11
2025-08-11 13F Aptus Capital Advisors, LLC 53 998 −2,58 22 927 14,55
2025-07-15 13F Buttonwood Financial Advisors Inc. 725 0,00 308 17,62
2025-08-08 13F/A Prospect Financial Services LLC 754 −6,80 320 9,59
2025-07-24 13F Coordinated Financial Services, Inc. 1 194 −9,20 507 −4,17
2025-07-14 13F Wealth Advisory Solutions, LLC 529 225
2025-05-02 13F Dynasty Wealth Management, Llc 0 −100,00 0
2025-07-22 13F Boston Common Asset Management, LLC 718 0,00 305 17,37
2025-08-13 13F Lido Advisors, LLC Put 400 170
2025-08-13 13F Lido Advisors, LLC 290 695 39,49 123 423 64,01
2025-05-07 13F Sather Financial Group Inc 0 −100,00 0
2025-07-24 13F Aurora Private Wealth, Inc. 759 2,43 0
2025-07-17 13F Argus Investors' Counsel, Inc. 2 806 −1,89 1 191 15,41
2025-07-07 13F Bangor Savings Bank 10 0,00 4 33,33
2025-08-14 13F Hilltop Holdings Inc. 12 928 6,73 5 489 25,50
2025-07-17 13F CWA Asset Management Group, LLC 3 935 74,89 1 671 105,67
2025-07-21 13F Portfolio Strategies, Inc. 98 426 −0,59 41 776 16,85
2025-08-05 13F Tsfg, Llc 77 754 −13,19 33 3,13
2025-07-21 13F Custos Family Office, LLC 6 808 −6,11 2 891 10,39
2025-08-05 13F Mma Asset Management Llc 4 695 −2,82 1 993 14,28
2025-08-07 13F New England Private Wealth Advisors LLC 17 987 5,35 7 918 28,43
2025-08-13 13F Rosenblum Silverman Sutton S F Inc /ca 2 008 4,37 853 22,77
2025-08-15 13F Howland Capital Management Llc 8 882 −0,97 3 771 16,46
2025-07-15 13F Axis Wealth Partners, LLC 2 321 −3,93 986 12,96
2025-07-15 13F Legacy Solutions, Llc 652 277
2025-08-01 13F Capital Investment Counsel, LLC 1 643 698
2025-07-11 13F Baugh & Associates, LLC 510 −26,09 217 −13,25
2025-07-31 13F Optimum Investment Advisors 1 021 −5,11 433 11,60
2025-07-21 13F West Financial Advisors, LLC 893 51,10 379 77,93
2025-07-15 13F Verum Partners LLC 11 152 −1,30 4 735 16,06
2025-08-05 13F Summit Investment Advisory Services, LLC 19 918 2 181,56 8 457 2 584,44
2025-07-28 13F Evernest Financial Advisors, LLC 545 231
2025-08-14 13F Tudor Investment Corp Et Al 2 518 −82,83 1 069 −79,81
2025-07-08 13F Atwood & Palmer Inc 2 175 0,00 923 17,58
2025-08-01 13F Providence First Trust Co 1 877 0,05 797 17,58
2025-08-05 13F American Capital Advisory, LLC 116 0,00 49 19,51
2025-08-15 13F Captrust Financial Advisors 476 161 9,74 202 168 29,04
2025-07-21 13F Ameriflex Group, Inc. 30 −43,40 13 −36,84
2025-08-13 13F IAG Wealth Partners, LLC 1 395 7,81 592 26,77
2025-07-10 13F Wedmont Private Capital 2 618 0,50 1 122 23,16
2025-08-05 13F Freestone Capital Holdings, LLC 50 338 −0,93 21 373 16,49
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 323 0,00 137 18,10
2025-08-13 13F Smith, Moore & Co. 73 049 4,21 31 015 22,54
2025-04-21 13F Bigelow Investment Advisors, LLC 0 −100,00 0
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-07-22 13F Relyea Zuckerberg Hanson LLC 120 556 −0,34 51 186 17,18
2025-08-15 13F Fft Wealth Management Llc 1 174 0,00 519 22,41
2025-08-05 13F Magnolia Capital Advisors Llc 1 874 −0,85 796 16,57
2025-07-25 13F Wealth Architects, LLC 2 291 −1,63 973 15,71
2025-08-14 13F Fwl Investment Management, Llc 3 350 −5,63 1 422 11,01
2025-07-21 13F Keystone Financial Group, Inc. 451 0,00 196 16,77
2025-08-12 13F MWA Asset Management 4 175 −5,26 1 773 11,38
2025-07-17 13F Oakworth Capital, Inc. 354 660 0,41 150 582 18,06
2025-08-14 13F Transamerica Financial Advisors, Inc. 7 154 44,23 3 037 303 600,00
2025-07-15 13F Aspire Capital Advisors LLC 1 137 483
2025-08-05 13F Main Street Research LLC 766 0,00 325 17,75
2025-08-06 13F Quadrant Private Wealth Management, LLC 5 428 −8,43 2 305 7,66
2025-07-07 13F Centurion Wealth Management LLC 485 206
2025-07-11 13F Colorado Capital Management, Inc. 14 919 −4,03 6 20,00
2025-07-29 NP JHBCDX - Blue Chip Growth Fund Class NAV 150 000 −40,00 59 914 −39,27
2025-08-07 13F Atala Financial Inc 2 987 0,00 1 268 17,63
2025-08-08 13F Everett Harris & Co /ca/ 2 573 0,00 1 092 17,55
2025-08-11 13F VSM Wealth Advisory, LLC 184 0,00 78 18,18
2025-07-21 13F Single Point Partners, LLC 2 394 0,93 1
2025-07-29 13F Harbor Asset Planning, Inc. 2 671 1 134
2025-08-14 13F/A Skopos Labs, Inc. 4 283 478,78 413 54,31
2025-08-11 13F Cascade Wealth Advisors, Inc 5 984 2,26 2 669 29,45
2025-08-07 13F Gryphon Financial Partners LLC 7 096 8,35 3 013 27,41
2025-07-16 13F NovaPoint Capital, LLC 15 287 1,48 6 491 19,32
2025-07-24 13F Cyndeo Wealth Partners, LLC 18 871 8,32 8 012 27,38
2025-07-22 13F Cedar Mountain Advisors, LLC 203 692 0,04 86 483 17,63
2025-08-08 13F Mjp Associates Inc /adv 33 245 −22,69 14 115 −9,10
2025-08-12 13F Cynosure Management, Llc 130 208 0,00 55 284 17,59
2025-08-06 13F Paulson Wealth Management Inc. 141 890 1,67 60 243 19,54
2025-08-12 13F Country Trust Bank 2 103 111,78 893 149,16
2025-08-07 13F Flagship Wealth Advisors, Llc 47 0,00 20 18,75
2025-08-25 NP MPGAX - MassMutual Premier Disciplined Growth Fund Class A 11 811 139,62 5 015 179,18
2025-07-25 13F Oak Ridge Investments Llc 1 337 568
2025-07-17 13F Johnson & White Wealth Management, LLC 515 0
2025-08-11 13F Avantax Planning Partners, Inc. 81 050 −10,21 34 412 5,57
2025-07-29 13F Morgan Dempsey Capital Management Llc 9 0,00 4 0,00
2025-07-11 13F Farther Finance Advisors, LLC 22 481 18,20 9 545 37,93
2025-07-09 13F Procyon Private Wealth Partners, LLC 33 934 −6,67 14 401 9,69
2025-07-23 13F Hardy Reed LLC 27 784 0,00 11 797 17,58
2025-07-18 13F Lowery Thomas, Llc 14 265 0,10 6 057 17,71
2025-07-17 13F XML Financial, LLC 81 135 5,16 34 448 23,65
2025-08-08 13F Tanglewood Legacy Advisors, LLC 16 896 0,76 7 174 18,48
2025-05-30 NP Jp Morgan Access Multi-strategy Fund Llc 10 0,00 4 −25,00
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 2 200 −63,93 934 −57,58
2025-08-13 13F Riverview Capital Advisers, LLC 3 196 −5,61 1 357 10,97
2025-07-28 13F Kiker Wealth Management, LLC 203 0,00 86 17,81
2025-08-14 13F Foronjy Financial Llc 998 424
2025-07-28 13F J.Safra Asset Management Corp 355 429 4,85 149 884 22,45
2025-07-28 13F Rosenberg Matthew Hamilton 226 0,00 96 17,28
2025-07-16 13F Kendall Capital Management 1 365 −37,67 580 −26,71
2025-07-18 13F Centricity Wealth Management, LLC 240 0,00 102 17,44
2025-08-13 13F Bank Of Nova Scotia 229 000 0,00 97 229 17,58
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 5 036 7,24 2 268 37,14
2025-07-23 13F First Merchants Corp 1 624 −31,48 690 −19,42
2025-08-05 13F Allodium Investment Consultants, LLC 3 858 −1,53 1 638 15,84
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 −100,00 0
2025-07-21 13F Corundum Group, Inc. 64 778 0,00 27 503 17,58
2025-08-14 13F BancorpSouth Bank 12 349 −0,29 5 243 17,24
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 18 733 1 497,02 7 954 1 780,38
2025-08-06 13F Savant Capital, LLC 120 325 12,13 51 087 31,85
2025-07-18 13F Pennsylvania Capital Management Inc /adv 541 230
2025-07-28 13F Davidson Investment Advisors 633 0,00 269 17,54
2025-07-23 13F Trifecta Capital Advisors, LLC 432 −10,37 183 5,17
2025-05-30 NP MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 5 859 26,41 2 116 13,65
2025-07-28 13F Revolve Wealth Partners, LLC 6 696 −13,51 2 843 1,68
2025-08-13 13F Summit Wealth Group Llc / Co 15 382 6 531
2025-07-23 13F Penney Financial, LLC 1 103 0,00 468 17,59
2025-07-10 13F Burns J W & Co Inc/ny 4 237 −1,99 1 799 15,26
2025-08-14 13F Peapack Gladstone Financial Corp 24 751 14,71 11 42,86
2025-07-17 13F Clean Yield Group 538 0,00 228 17,53
2025-07-22 13F Valpey Financial Services, LLC 795 338
2025-08-13 13F Brown Advisory Inc 221 168 −35,19 93 906 −23,79
2025-08-07 13F Sound View Wealth Advisors Group, LLC 22 351 0,88 9 490 18,61
2025-08-07 13F 1st Source Bank 563 612 −2,01 239 298 15,22
2025-08-14 13F Jane Street Group, Llc 529 −98,76 225 −98,54
2025-08-04 13F Clear Investment Research, Llc 257 0,00 109 18,48
2025-08-14 13F Qube Research & Technologies Ltd 2 347 −82,78 996 −79,76
2025-07-30 13F Sonata Capital Group Inc 42 700 −0,68 18 20,00
2025-08-14 13F Permanens Capital L.P. 802 340
2025-07-23 13F Pure Portfolios Holdings Llc 648 −10,00 275 5,38
2025-07-18 13F jvl associates llc 9 112 3,82 3 869 22,06
2025-08-14 13F Silvercrest Asset Management Group Llc 349 293 3,14 148 303 21,28
2025-07-15 13F Affinity Wealth Management Llc 690 0,00 293 17,27
2025-08-12 13F Gitterman Wealth Management, LLC 2 111 0,00 896 17,59
2025-08-12 13F Kensington Asset Management, LLC 224 830 95 458
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 2 036 0,00 864 17,55
2025-07-16 13F ORG Wealth Partners, LLC 452 −2,16 190 12,50
2025-07-22 13F David Wealth Management LLC 2 839 0,00 1 205 17,56
2025-07-30 13F Jackson Thornton Asset Management, Llc 550 234
2025-08-05 13F Mission Wealth Management, Lp 130 761 −2,05 55 518 15,17
2025-08-12 13F Atalanta Sosnoff Capital, Llc 5 761 −10,83 2 446 4,84
2025-07-15 13F Retireful, LLC 972 −11,48 413 4,30
2025-07-17 13F Alpine Bank Wealth Management 1 836 4,62 780 23,06
2025-08-11 13F Shufro Rose & Co Llc 864 0,00 312 0,00
2025-08-18 13F N.E.W. Advisory Services LLC 5 −97,35 2 −97,06
2025-04-17 13F Vista Wealth Management Group, LLC 3 568 21,61 1 288 9,34
2025-07-29 13F Wealthstream Advisors, Inc. 8 132 −1,63 3 452 15,64
2025-08-14 13F Spears Abacus Advisors LLC 6 673 2,93 2 833 21,07
2025-08-08 13F Financial Gravity Companies, Inc. 273 −26,42 116 −22,30
2025-04-16 13F Everpar Advisors Llc 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 1 700 722
2025-08-05 13F Centennial Bank/AR/ 11 074 25,29 4 702 47,32
2025-07-11 13F Ullmann Financial Group, Inc. 76 674 −0,27 32 554 17,27
2025-08-06 13F Legacy Investment Solutions, LLC 465 0,00 197 4,23
2025-08-11 13F Bulltick Wealth Management, LLC 3 344 1,00 1 420 18,74
2025-08-13 13F MONECO Advisors, LLC 6 622 −3,58 2 812 13,39
2025-07-07 13F Capital Asset Advisory Services LLC 9 614 0,05 4 039 14,55
2025-08-04 13F Roble, Belko & Company, Inc 51 969 0,00 22 22,22
2025-07-30 13F Rehmann Capital Advisory Group 18 782 4,88 7 975 23,32
2025-07-29 13F Gladwyn Financial Advisors, Inc. 194 83
2025-08-15 13F Tower Research Capital LLC (TRC) 12 862 5 461
2025-07-22 13F Berkshire Money Management, Inc. 97 528 −19,99 41 408 −5,92
2025-07-10 13F Ferguson Wellman Capital Management, Inc 5 167 28,09 2 194 50,62
2025-07-09 13F Emprise Bank 4 594 0,00 1 951 17,61
2025-08-01 13F Gwn Securities Inc. 1 277 −77,36 543 −74,20
2025-07-23 13F Traphagen Investment Advisors Llc 1 908 0,05 810 17,59
2025-08-13 13F Consultiva Wealth Management, Corp. 48 0,00 20 17,65
2025-08-14 13F Oxford Financial Group Ltd 8 455 −0,76 3 590 16,68
2025-07-22 13F Hrc Wealth Management, Llc 1 441 0,07 612 17,69
2025-08-08 13F Accredited Investors Inc. 92 951 −2,55 39 465 14,59
2025-07-16 13F EdgeRock Capital LLC 1 952 829
2025-07-24 13F Lokken Investment Group LLC 953 12,65 405 32,46
2025-07-14 13F Sowell Financial Services LLC 27 341 0,45 11 608 18,11
2025-07-15 13F Fifth Third Bancorp 396 411 −3,22 168 308 13,80
2025-08-06 13F Middleton & Co Inc/ma 7 281 −0,61 3 091 16,86
2025-07-29 13F Lyell Wealth Management, Lp 3 320 −2,78 1 410 14,27
2025-08-06 13F Bonfire Financial 789 0,00 335 17,96
2025-08-05 13F Strategic Financial Concepts, LLC 1 424 −26,79 604 −13,96
2025-08-14 13F City National Bank Of Florida /msd 12 163 −1,45 5 164 15,89
2025-04-23 13F Community Financial Services Group, LLC 0 −100,00 0
2025-07-09 13F Beacon Financial Group 4 445 −0,49 1 887 17,06
2025-08-08 13F SG Americas Securities, LLC 26 083 −26,01 11 −8,33
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-07-09 13F Radnor Capital Management, LLC 6 816 −2,15 3 0,00
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-05 13F Sheridan Capital Management, LLC 101 366 0,14 43 038 17,75
2025-08-11 13F Lcnb Corp 1 055 −1,49 448 15,80
2025-05-07 13F Indie Asset Partners, LLC 0 −100,00 0
2025-07-23 13F Bear Mountain Capital, Inc. 127 −68,25 55 −62,33
2025-08-07 13F Parkside Financial Bank & Trust 82 574 −1,79 35 059 15,48
2025-08-13 13F Willis Johnson & Associates, Inc. 22 419 4,29 9 519 22,64
2025-08-13 13F Azimuth Capital Investment Management LLC 7 842 −27,75 3 330 −15,05
2025-04-14 13F BCS Wealth Management 0 −100,00 0
2025-05-15 13F CAPROCK Group, Inc. 17 598 32,90 6 355 19,50
2025-07-14 13F Painted Porch Advisors LLC 0 −100,00 0
2025-08-11 13F Alteri Wealth LLC 3 313 −14,50 1 407 0,50
2025-07-16 13F Newton One Investments LLC 1 087 0,00 462 17,60
2025-07-08 13F Goldstone Financial Group, LLC 1 713 −0,41 734 18,04
2025-08-05 13F HFG Advisors, Inc. 3 001 0,00 1 274 17,64
2025-08-14 13F Ubs Asset Management Americas Inc 11 325 4 808
2025-07-09 13F Lbmc Investment Advisors, Llc 2 038 0,00 865 17,69
2025-08-08 13F Fiera Capital Corp 875 −46,25 372 −36,80
2025-08-06 13F Robinson Smith Wealth Advisors Llc 7 997 0,09 3 395 17,68
2025-07-30 13F Fusion Family Wealth LLC 997 0,00 423 17,50
2025-08-14 13F Mml Investors Services, Llc 499 599 −9,49 212 6,53
2025-07-23 13F Armstrong, Fleming & Moore, Inc 2 124 49,79 902 75,98
2025-07-30 13F D.a. Davidson & Co. 362 956 0,30 154 104 17,93
2025-07-22 13F BridgePort Financial Solutions, LLC 514 218
2025-08-13 13F Standard Family Office LLC 380 0,00 161 17,52
2025-08-12 13F Howe & Rusling Inc 986 243,55 419 305,83
2025-07-28 13F Patten & Patten Inc/tn 1 895 −0,84 805 16,52
2025-08-13 13F Northern Trust Corp 5 049 456 −1,18 2 143 898 16,19
2025-04-23 13F B.O.S.S. Retirement Advisors, LLC 0 −100,00 0 −100,00
2025-07-22 13F Beacon Financial Advisory LLC 4 415 −13,63 1 875 1,57
2025-08-14 13F Geneva Partners, LLC 2 915 0,59 1 238 18,26
2025-08-07 13F Donaldson Capital Management, Llc 3 920 0,00 1 664 17,60
2025-07-23 13F Sunbeam Capital Management, LLC 560 0,00 238 17,33
2025-04-29 13F REDW Wealth LLC 0 −100,00 0
2025-04-17 13F Montecito Bank & Trust 75 918 −1,46 27 413 −11,40
2025-07-10 13F Contravisory Investment Management, Inc. 4 2
2025-07-22 13F Legacy Trust 4 711 −61,52 2 000 −54,75
2025-08-05 13F BCGM Wealth Management, LLC 28 705 −2,54 12 188 14,59
2025-08-11 13F Madison Asset Management, LLC 2 440 0,00 1 036 17,48
2025-07-14 13F GAMMA Investing LLC 10 453 7,35 4 438 26,26
2025-07-16 13F BankPlus Wealth Management LLC 554 235
2025-04-11 13F Ehrlich Financial Group 0 −100,00 0 −100,00
2025-04-17 13F AA Financial Advisors, LLC 0 −100,00 0
2025-08-12 13F Northstar Financial Companies, Inc. 964 409
2025-07-09 13F Sandy Cove Advisors, LLC 1 893 16,64 804 37,26
2025-07-31 13F/A Sendero Wealth Management, LLC 9 325 −2,50 3 959 14,65
2025-07-24 13F Monument Capital Management 18 069 0,76 7 672 18,47
2025-08-18 13F Front Row Advisors LLC 455 −2,15 193 15,57
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 0 −100,00 0
2025-07-24 13F JB Capital LLC 1 656 2,79 703 21,00
2025-08-14 13F Betterment LLC 7 070 4,80 3 50,00
2025-07-25 13F Ackerman Capital Advisors, LLC 2 610 0,00 1 108 17,62
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-04 13F One Day In July LLC 2 290 62,99 972 91,72
2025-08-14 13F Full Sail Capital, LLC 2 232 −0,93 948 16,48
2025-08-14 13F First Foundation Advisors 61 333 −11,81 26 041 3,70
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 304 104,03 129 143,40
2025-07-14 13F Acropolis Investment Management, LLC 5 146 1,42 2 185 19,21
2025-08-04 13F Balentine LLC 5 535 0,00 2 350 17,62
2025-08-12 13F Ascent Wealth Partners, LLC 161 954 −3,13 68 762 13,91
2025-07-15 13F First City Capital Management, Inc. 2 779 0,00 1 180 17,55
2025-07-30 13F Paragon Financial Partners, Inc. 23 182 0,05 9 843 17,64
2025-07-30 13F Nottingham Advisors, Inc. 31 068 −3,69 13 191 13,24
2025-08-08 13F Francis Financial, Inc. 1 731 0,00 735 17,44
2025-04-02 13F Marcum Wealth, LLC 11 702 −2,77 4 226 −12,56
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 1 102 468
2025-07-24 13F Insight Inv LLC 5 626 0,00 2 389 17,58
2025-07-02 13F Crumly & Associates Inc. 3 005 1 276
2025-08-05 13F Gilbert & Cook, Inc. 1 367 0,00 580 17,65
2025-08-06 13F Rialto Wealth Management, LLC 955 −22,98 405 −9,40
2025-07-31 13F Buckingham Strategic Partners 22 540 −19,84 9 570 −5,74
2025-07-18 13F First United Bank Trust/ 7 657 −0,91 3 251 16,52
2025-07-14 13F Gries Financial Llc 5 845 −0,85 2 482 16,59
2025-07-17 13F Stockman Wealth Management, Inc. 2 171 0,00 922 17,62
2025-07-30 13F White Lighthouse Investment Management Inc. 24 505 4,97 10 404 23,43
2025-08-08 13F Kingsview Wealth Management, LLC 19 991 −2,03 8 488 15,19
2025-08-13 13F Transce3nd, LLC 106 21,84 45 45,16
2025-07-30 13F Forum Financial Management, LP 14 088 −8,19 5 981 7,96
2025-08-07 13F Everhart Financial Group, Inc. 513 218
2025-07-11 13F Wealth Management Partners, LLC 1 414 −0,77 601 16,93
2025-07-28 13F Davidson Trust Co 3 431 −2,14 1 457 15,09
2025-08-15 13F Kestra Advisory Services, LLC 151 533 7,38 64 338 26,26
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 1 371 −1,08 582 16,40
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 144 0,00 61 17,65
2025-08-11 13F Morling Financial Advisors, LLC 471 33,05 200 56,69
2025-07-09 13F Market Street Wealth Management Advisors Llc 19 114 −3,30 8 115 13,70
2025-07-31 13F Fiduciary Wealth Partners, LLC 9 589 4 071
2025-08-04 13F UNIVEST FINANCIAL Corp 803 −58,78 341 −51,64
2025-07-23 13F Opulen Financial Group LLC 742 0,13 315 17,60
2025-08-05 13F Westside Investment Management, Inc. 145 0,00 62 17,31
2025-07-25 13F Mitchell Sinkler & Starr/pa 740 0,00 314 17,60
2025-08-13 13F Holos Integrated Wealth LLC 74 0,00 33 23,08
2025-08-04 13F JDM Financial Group LLC 379 0,26 161 17,65
2025-07-09 13F Affinity Capital Advisors, LLC 12 083 0,00 5 130 21,31
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 6 866 −2,36 2 915 14,81
2025-07-14 13F UMA Financial Services, Inc. 27 0,00 11 22,22
2025-08-12 13F Private Management Group Inc 888 −0,22 377 17,45
2025-07-30 13F First Citizens Bank & Trust Co 62 127 −1,53 26 378 15,78
2025-08-12 13F Proequities, Inc. 0 0
2025-07-09 13F Act Wealth Management, Llc 820 3,02 348 21,25
2025-07-29 13F Stratos Wealth Partners, LTD. 37 458 −7,44 15 904 8,83
2025-08-13 13F Gateway Wealth Partners, LLC 2 066 −6,30 877 10,18
2025-06-23 NP PPUMX - LargeCap Growth Fund I R-3 85 900 −23,78 31 507 −31,70
2025-07-24 13F Ashford Advisors, LLC 0 −100,00 0
2025-07-16 13F Builder Investment Group Inc /adv 1 675 −4,56 711 12,32
2025-08-07 13F Fidelis Capital Partners, LLC 53 685 4,55 23 779 26,95
2025-08-14 13F Becker Capital Management Inc 6 165 1,36 2 618 19,23
2025-04-23 13F Lazari Capital Management, Inc. 0 −100,00 0
2025-05-09 13F Delta Financial Group, Inc. 3 707 0,27 1 0,00
2025-08-05 13F Prosperity Wealth Management, Inc. 2 460 1,99 1 044 20,00
2025-05-15 13F Nia Impact Advisors, Llc 0 −100,00 0
2025-08-14 13F Ieq Capital, Llc 427 907 −0,25 181 681 17,29
2025-08-07 13F Nwam Llc 30 868 −50,44 13 589 −39,58
2025-07-24 13F Eastern Bank 1 344 −11,58 571 4,01
2025-07-29 13F Aspiriant, Llc 9 996 1,14 4 244 18,95
2025-07-17 13F Beacon Capital Management, LLC 2 352 0,13 998 17,69
2025-08-05 13F Dravo Bay Llc 706 0,00 300 17,72
2025-08-13 13F Aspire Growth Partners LLC 749 0,00 318 14,39
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 10 830 0,04 4 598 17,66
2025-07-23 13F Arcadia Investment Advisors Llc 913 0,00 388 17,63
2025-08-06 13F S&t Bank/pa 527 0,00 224 17,37
2025-07-11 13F Rockwood Wealth Management, LLC 3 622 −10,77 1 538 4,91
2025-07-08 13F Range Financial Group LLC 809 −0,12 343 17,47
2025-07-15 13F Sheets Smith Wealth Management 3 843 1,05 1 632 18,79
2025-05-01 13F Schechter Investment Advisors, LLC 2 194 8,35 792 −2,58
2025-07-17 13F/A Capital Investment Advisors, LLC 8 622 1,10 3 661 18,87
2025-07-09 13F Sandbox Financial Partners, LLC 1 075 0,09 457 17,83
2025-08-14 13F Capital Planning Advisors, LLC 64 815 −5,24 27 519 11,42
2025-07-23 13F Stephen J. Garry & Associates, Llc 1 165 84,92 495 117,62
2025-08-11 13F Strategic Wealth Partners, Ltd. 1 497 70,31 636 73,97
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3 631 33,99 1 542 57,57
2025-07-10 13F Kmg Fiduciary Partners, Llc 9 695 −0,25 4 116 17,30
2025-08-11 13F Amara Financial, Llc. 578 0,00 246 17,79
2025-07-11 13F Cypress Financial Planning Llc 1 798 0,00 763 17,57
2025-07-22 13F Verus Wealth Management, Llc 3 122 0,00 1 326 17,57
2025-08-14 13F Talon Private Wealth, LLC 600 −33,33 255 −27,22
2025-08-12 13F Strategic Advisors LLC 534 227
2025-08-14 13F Keebeck Wealth Management, LLC 3 234 52,76 1 373 79,71
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 1 345 19,66 571 40,99
2025-08-13 13F Dana Investment Advisors, Inc. 1 212 1,08 515 18,98
2025-08-08 13F Petix & Botte Co 4 838 −0,29 2 054 17,25
2025-05-08 13F North Star Asset Management Inc 0 −100,00 0
2025-08-11 13F Advisor Resource Council 2 109 −42,35 895 59,82
2025-08-12 13F Laurel Wealth Advisors LLC 1 704 689 42 358,01 4 −99,72
2025-07-16 13F Embree Financial Group 15 550 0,08 6 602 17,68
2025-07-29 13F Signature Estate & Investment Advisors Llc 1 842 1,49 782 19,39
2025-05-15 13F/A Orion Portfolio Solutions, LLC 275 977 −5,29 99 653 −14,84
2025-06-25 NP WEAFX - Wells Fargo WealthBuilder Equity Fund Class A 24 836 3,55 9 110 −7,20
2025-07-22 13F Jamison Private Wealth Management, Inc. 2 082 194,07 884 246,67
2025-07-16 13F TigerOak Management, L.L.C. 979 0,00 416 17,56
2025-07-23 13F High Note Wealth, LLC 275 0,00 117 17,17
2025-07-30 13F Ardent Capital Management, Inc. 1 510 0,00 641 17,61
2025-08-14 13F Sunbelt Securities, Inc. 2 274 −15,24 913 −5,68
2025-07-02 13F Helen Stephens Group, LLC 3 364 4,80 1 428 23,21
2025-08-12 13F Accredited Wealth Management, LLC 134 0,00 57 16,67
2025-08-06 13F Wsfs Capital Management, Llc 22 478 1,93 9 544 19,86
2025-08-12 13F Trexquant Investment LP 1 075 −37,90 456 −27,04
2025-07-23 13F HTG Investment Advisors, Inc. 4 086 −5,92 1 735 10,59
2025-08-07 13F Palisade Asset Management, LLC 5 885 −1,92 2 498 15,33
2025-08-12 13F Integrated Advisors Network LLC 10 868 −7,00 4 615 9,36
2025-08-14 13F Fmr Llc 8 792 094 −7,08 3 732 947 9,26
2025-08-13 13F My Purposeful Wealth Corp. 22 844 31,03 10 119 60,73
2025-07-21 13F Old Second National Bank Of Aurora 667 0,00 283 17,92
2025-07-25 13F Lion Street Advisors, LLC 593 −0,34 252 17,29
2025-07-15 13F IMS Capital Management 28 611 −1,38 12 147 15,96
2025-08-04 13F Kovack Advisors, Inc. 1 437 1,20 610 18,95
2025-08-01 13F Zhang Financial LLC 2 835 −7,17 1 204 9,17
2025-08-06 13F Adviser Investments LLC 141 610 58,32 60 125 86,15
2025-07-18 13F Heritage Financial Services, LLC 3 790 10,69 1 609 30,18
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-07-31 13F 180 Wealth Advisors, Llc 527 224
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 1 212 0,08 515 17,62
2025-07-23 13F Matisse Capital 907 0,00 385 17,74
2025-08-13 13F River Wealth Advisors LLC 1 043 0,00 443 17,55
2025-07-09 13F Alesco Advisors Llc 18 428 0,00 7 824 17,58
2025-08-13 13F Arjuna Capital 431 0,00 183 17,42
2025-08-20 13F Forefront Wealth Partners, LLC 5 275 53,79 2 118 71,08
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 501 213
2025-08-04 13F Mill Capital Management, LLC 200 0,00 85 16,67
2025-08-11 13F HighTower Advisors, LLC 1 170 425 0,28 496 939 17,91
2025-08-13 13F Tobias Financial Advisors, Inc. 26 073 0,77 11 070 18,50
2025-07-15 13F Main Street Group, LTD 100 0,00 42 16,67
2025-07-07 13F Schulz Wealth, LTD. 1 024 435
2025-07-23 13F Austin Asset Management Co Inc 1 121 0,00 476 17,57
2025-07-18 13F Trilogy Capital Inc. 6 906 3,69 2 932 21,96
2025-07-22 13F Mascoma Wealth Management LLC 399 0,00 169 17,36
2025-07-24 13F Drucker Wealth 3.0, LLC 1 001 0,00 429 18,84
2025-07-30 13F Retirement Planning Group 2 643 146,09 1 122 189,92
2025-08-13 13F American Investment Services, Inc. 3 673 −0,68 1 559 16,78
2025-07-31 13F Brighton Jones Llc 83 580 −1,27 35 487 16,09
2025-08-11 13F Goodman Financial Corp 10 117 0,00 4 295 17,57
2025-07-29 13F Werba Rubin Papier Wealth Management 919 52,66 390 79,72
2025-08-08 13F King Wealth 1 922 0,00 1
2025-08-13 13F Allegheny Financial Group LTD 6 013 2,47 2 553 20,48
2025-08-14 13F Hirtle Callaghan & Co LLC 103 343 0,54 43 877 18,22
2025-08-08 13F Thrive Capital Management, LLC 581 247
2025-06-03 13F/A First National Bank Of Omaha 0 −100,00 0
2025-04-15 13F Corrigan Financial, Inc. 9 428 0,73 3 404 −9,42
2025-08-14 13F Ruggaard & Associates LLC 19 943 −3,40 8 468 13,59
2025-08-01 13F Bessemer Group Inc 35 143 11,12 15 27,27
2025-07-24 13F Blue Zone Wealth Advisors, LLC 0 −100,00 0
2025-08-05 13F Fourth Dimension Wealth, LLC 56 0,00 24 15,00
2025-08-11 13F FSA Wealth Management LLC 149 047 −0,45 63 282 17,06
2025-07-29 13F JTC Employer Solutions Trusteee Ltd 2 016 0,00 1
2025-08-07 13F Americana Partners, LLC 55 096 377,48 23 393 461,50
2025-07-11 13F Annex Advisory Services, LLC 8 248 3,72 3 502 21,94
2025-08-11 13F Stonebrook Private Inc. 1 300 88,41 552 121,29
2025-05-29 NP MBCGX - MassMutual Select Blue Chip Growth Fund Class A 14 451 −1,05 5 218 −11,02
2025-08-12 13F Forum Private Client Group LLC 3 691 0,33 1 567 18,00
2025-08-12 13F/A Brightwater Advisory LLC 8 288 −0,74 3 519 16,68
2025-07-24 13F Baldwin Brothers Inc/ma 530 225
2025-08-13 13F Rsm Us Wealth Management Llc 658 277 0,55 279 491 18,23
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 14 339 −1,48 6 088 15,85
2025-07-25 13F Almanack Investment Partners, LLC. 5 189 0,00 2 203 17,62
2025-05-16 13F Coordinated Financial Services, Inc./CO 1 090 −16,48 394 −17,26
2025-08-05 13F Sage Capital Management, LLC 4 376 0,11 1 858 17,68
2025-07-31 13F Sage Mountain Advisors LLC 12 651 10,12 5 371 29,48
2025-07-22 13F Berger Financial Group, Inc 983 0,00 417 17,80
2025-08-06 13F Thompson Siegel & Walmsley Llc 10 304 0,00 4 33,33
2025-07-16 13F MontVue Capital Management, Inc. 1 328 0,00 564 17,54
2025-08-05 13F Cherry Tree Wealth Management, LLC 255 0,00 108 17,39
2025-08-08 13F Symphony Financial Services, Inc. 4 322 11,54 1 835 31,09
2025-08-12 13F Financial Advocates Investment Management 2 475 −28,67 1 051 −16,20
2025-08-27 NP Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 44 505 −18,89 18 896 −4,63
2025-07-31 13F Oak Harbor Wealth Partners, Llc 3 018 −19,95 1 281 −5,88
2025-08-14 13F Chilton Investment Co Llc 2 460 2,84 1 044 20,97
2025-07-22 13F Accel Wealth Management 501 213
2025-06-25 NP EAAFX - Wells Fargo Asset Allocation Fund Class A 76 224 −22,61 27 958 −30,65
2025-07-23 13F Lansing Street Advisors 594 0,00 252 17,76
2025-08-19 13F Asset Dedication, LLC 5 498 8,91 2 334 28,10
2025-08-12 13F Left Brain Wealth Management, LLC 1 635 0,00 694 17,63
2025-07-18 13F Northstar Group, Inc. 19 054 −2,91 8 090 14,15
2025-07-23 13F Stonegate Investment Group, LLC 11 554 −1,19 4 906 16,18
2025-07-18 13F Bartlett & Co. Wealth Management Llc 4 986 3,88 2 117 22,10
2025-07-17 13F Prepared Retirement Institute LLC 505 214
2025-08-13 13F RPg Family Wealth Advisory, LLC 0 −100,00 0
2025-08-22 NP ELGAX - Columbia Select Large Cap Growth Fund Class A 0 −100,00 0 −100,00
2025-07-08 13F Next Level Private LLC 17 372 −0,03 7 376 17,55
2025-07-09 13F Catalyst Private Wealth, Llc 1 531 1,26 650 19,27
2025-08-14 13F Woodline Partners LP 7 919 3 362
2025-07-22 13F Wealthcare Advisory Partners LLC 21 336 27,77 9 059 50,24
2025-08-13 13F Amundi 0 −100,00 0
2025-08-13 13F Allium Financial Advisors, Llc 1 504 −17,18 639 −2,60
2025-08-14 13F Bnp Paribas Arbitrage, Sa 36 197 −38,45 15 369 −27,63
2025-08-13 13F Nicolet Bankshares Inc 15 719 −0,30 6 674 17,21
2025-08-26 NP GEIZX - Growth Equity Index Fund Investor 7 941 −25,41 3 372 −12,30
2025-08-08 13F Burling Wealth Partners, Llc 2 100 −2,96 892 14,08
2025-07-08 13F S.E.E.D. Planning Group LLC 1 822 0,00 774 17,66
2025-05-22 NP HIACX - Hartford Capital Appreciation Hls Fund Ia 82 136 388,67 29 658 339,44
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 600 0,00 255 17,59
2025-08-08 13F Capital Investment Counsel, Inc 350 −12,50 149 2,78
2025-07-14 13F Chapin Davis, Inc. 3 272 −1,24 1 389 16,14
2025-07-18 13F Naples Global Advisors, Llc 1 207 −2,35 512 14,80
2025-08-01 13F Envestnet Asset Management Inc 5 285 390 1,35 2 244 071 19,18
2025-08-15 13F Resources Management Corp /ct/ /adv 37 0,00 0
2025-07-16 13F Formidable Asset Management, LLC 1 348 0,00 487 0,00
2025-08-04 13F Impact Partnership Wealth, LLC 1 337 4,86 568 23,26
2025-08-15 13F Zuckerman Investment Group, LLC 19 134 20,50 8 124 41,71
2025-08-12 13F Peachtree Investment Partners, LLC 1 408 −1,33 598 15,92
2025-07-07 13F General Partner, Inc. 6 696 0,00 2 843 17,58
2025-08-08 13F POM Investment Strategies, LLC 114 0,00 48 17,07
2025-08-08 13F ProVise Management Group, LLC 7 776 −1,43 3 302 15,91
2025-08-12 13F PKS Advisory Services, LLC 1 615 21,61 686 43,01
2025-06-24 NP SWLGX - Schwab U.S. Large-Cap Growth Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 13 000 4,00 4 768 −6,80
2025-07-31 13F McCarthy Asset Management, Inc. 10 838 −1,36 4 601 15,98
2025-08-04 13F Partners in Financial Planning 3 840 0,00 1 631 17,60
2025-07-31 13F Leavell Investment Management, Inc. 14 359 24,09 6 097 45,91
2025-08-14 13F Aprio Wealth Management, LLC 7 126 0,64 3 026 18,30
2025-07-16 13F Vision Capital Management, Inc. 1 009 1,00 428 18,89
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 140 0,00 59 18,00
2025-07-18 13F Marino, Stram & Associates Llc 2 116 2,42 898 20,38
2025-08-12 13F SRS Capital Advisors, Inc. 2 920 −24,88 2 135 52,17
2025-07-17 13F Guyasuta Investment Advisors Inc 807 0,00 343 17,53
2025-07-17 13F Capital Insight Partners, Llc 1 025 0,00 435 17,57
2025-07-17 13F Summit Financial Strategies, Inc. 7 419 22,99 3 150 44,65
2025-07-11 13F Kaufman Rossin Wealth, LLC 795 0,00 338 17,42
2025-07-29 13F Kelman-Lazarov, Inc. 2 436 −3,79 1 034 13,13
2025-08-27 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity Short −33 −51,47 −14 −41,67
2025-07-15 13F MCF Advisors LLC 1 429 0,00 607 17,67
2025-07-15 13F GSB Wealth Management, LLC 824 −0,96 350 16,33
2025-07-22 13F Stanich Group LLC 2 992 −0,83 1 283 17,81
2025-08-11 13F TAGStone Capital, Inc. 2 813 0,11 1 254 125 300,00
2025-08-13 13F Proactive Wealth Strategies LLC 3 197 −3,68 1 0,00
2025-06-25 NP WGBAX - Wells Fargo WealthBuilder Growth Balanced Fund Class A 11 004 6,28 4 036 −4,74
2025-08-12 13F Waddell & Associates, Llc 17 233 7 317
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 12 207 23,77 5 183 45,52
2025-08-01 13F Centerpoint Advisors, LLC 375 0,00 0
2025-08-27 13F/A Squarepoint Ops LLC Call 0 −100,00 0 −100,00
2025-07-28 13F Brown Financial Advisory 4 869 2,05 2 067 20,03
2025-07-16 13F ORG Partners LLC 2 098 17,80 886 37,00
2025-07-21 13F Abundance Wealth Counselors 0 −100,00 0
2025-07-24 13F Bernard Wealth Management Corp. 374 −21,10 159 −7,60
2025-07-22 13F Miracle Mile Advisors, LLC 45 525 66,07 19 329 95,27
2025-08-14 13F Pecaut & Co. 576 −1,87 244 15,09
2025-08-13 13F Icapital Wealth Llc 3 424 −6,65 1 454 9,74
2025-08-14 13F IHT Wealth Management, LLC 32 031 −5,92 13 600 10,61
2025-07-25 13F Summa Corp. 11 837 1 383,33 5 026 1 644,79
2025-04-24 13F Westend Capital Management LLC 0 −100,00 0
2025-08-14 13F Modern Wealth Management, LLC 6 327 16,76 2 686 37,32
2025-08-11 13F Private Advisor Group, LLC 275 165 0,14 116 830 17,74
2025-08-11 13F Private Advisor Group, LLC Put 600 9
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 38 090 179,87 16 172 229,10
2025-08-06 13F Stonebridge Financial Planning Group, LLC 9 194 −3,06 3 904 13,99
2025-08-14 13F Financial Engines Advisors L.L.C. 34 061 10,53 14 462 29,96
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 5 373 −18,93 2 281 −4,68
2025-07-10 13F Security National Bank 100 0,00 42 16,67
2025-07-21 13F Qrg Capital Management, Inc. 7 245 −27,19 3 076 −14,39
2025-07-15 13F Garrett Investment Advisors LLC 6 529 −0,78 2 772 16,72
2025-07-21 13F Ascent Group, LLC 86 928 −4,63 36 908 12,14
2025-07-24 13F True Link Financial Advisors, LLC 11 308 0,00 4 801 17,59
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 0 −100,00 0
2025-08-11 13F United Capital Financial Advisers, Llc 82 263 −1,03 34 927 16,37
2025-07-16 13F Stillwater Capital Advisors, LLC 40 835 −0,11 17 338 17,45
2025-08-11 13F FineMark National Bank & Trust 15 977 −0,87 6 784 16,55
2025-07-21 13F Triad Wealth Partners, LLC 1 191 14,30 506 34,31
2025-08-07 13F Midwest Trust Co 112 027 47 564
2025-07-31 13F Alamar Capital Management, LLC 3 246 −1,52 1 378 15,80
2025-07-25 13F Gibson Capital, LLC 1 930 0,00 819 17,67
2025-07-24 13F Lee Financial Co 2 219 0,00 942 17,60
2025-08-14 13F Mercer Global Advisors Inc /adv 375 463 −3,84 159 414 13,08
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 70 247 −14,55 29 825 4,86
2025-07-16 13F GenWealth Group, Inc. 9 177 −0,89 3 896 16,54
2025-07-28 13F Aries Wealth Management 1 205 −29,08 512 −16,64
2025-08-28 NP PRAE - PlanRock Alternative Growth ETF 1 565 −11,28 664 −6,21
2025-09-09 13F NWF Advisory Services Inc. 1 725 19,38 732 40,50
2025-07-11 13F Petredis Investment Advisors Llc 2 623 0,00 1 114 17,53
2025-07-11 13F Professional Advisory Services Inc 1 158 0,00 0
2025-08-11 13F HHM Wealth Advisors, LLC 3 105 0,00 1 318 17,57
2025-08-14 13F Aspen Grove Capital, LLC 2 400 −28,53 1 019 −16,01
2025-08-14 13F Chicago Wealth Management, Inc. 22 867 −0,10 9 709 17,47
2025-08-08 13F Brickley Wealth Management 28 333 −1,39 12 030 15,94
2025-05-07 13F Spectrum Wealth Counsel, LLC 316 114
2025-08-13 13F Congress Wealth Management LLC / DE / 71 209 −2,95 30 153 13,83
2025-07-15 13F Td Private Client Wealth Llc 105 489 −17,61 44 788 −3,13
2025-08-05 13F AGH Wealth Advisors, LLC 1 450 0,00 616 17,59
2025-07-30 13F Cullen/frost Bankers, Inc. 354 183 −3,28 150 379 13,73
2025-07-30 13F Arbor Investment Advisors, LLC 25 338 −0,04 10 758 17,55
2025-07-24 13F Gilliland Jeter Wealth Management LLC 26 352 0,36 11 189 18,00
2025-08-05 13F Ellevest, Inc. 2 689 0,00 1 142 17,63
2025-08-14 13F Palisade Capital Management Llc/nj 493 209
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 75 806 −4,19 32 186 12,66
2025-08-13 13F Saiph Capital, LLC 76 869 −11,68 32 637 3,85
2025-08-07 13F Cypress Capital, LLC 590 −97,32 251 −96,85
2025-07-08 13F Gillespie Robinson & Grimm Inc 14 561 −1,77 6 182 15,51
2025-07-14 13F McMahon Financial Advisors, LLC 1 619 1,19 687 19,06
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 194 548 34,27 83 57,69
2025-08-11 13F Cordatus Wealth Management LLC 85 259 426,45 36 620,00
2025-07-23 13F Country Club Bank /gfn 61 365 −8,04 25 878 7,56
2025-07-15 13F Burns Matteson Capital Management, LLC 566 0,00 240 17,65
2025-07-30 13F Evermay Wealth Management Llc 4 220 0,00 1 792 17,60
2025-07-10 13F Exchange Traded Concepts, Llc 1 781 756
2025-07-18 13F Magnolia Private Wealth, LLC 2 373 0,00 1 008 17,64
2025-08-14 13F Advisor OS, LLC 36 719 −22,47 15 590 −8,84
2025-07-24 13F Morton Brown Family Wealth, LLC 712 0,00 302 17,97
2025-08-04 13F Assetmark, Inc 9 054 71,70 3 844 101,84
2025-05-08 13F Us Financial Advisors, Llc 24 709 −2,00 8 922 −11,87
2025-08-15 13F High Falls Advisors, Inc 2 752 34,24 1 168 57,84
2025-08-05 13F Tiaa Trust, National Association 1 980 891 −2,47 837 612 14,21
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 46 800 −39,38 16 899 −41,69
2025-07-30 13F Paul Damon & Associates, Inc. 9 524 −0,05 4 044 17,53
2025-08-27 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P Short −20 −61,54 −8 −55,56
2025-07-02 13F Howard Financial Services, Ltd. 649 0,62 276 18,53
2025-05-13 13F Bank of Marin 0 −100,00 0
2025-09-05 13F/A Prospera Capital Management, LLC 772 0,00 328 17,63
2025-07-22 13F Powell Investment Advisors, LLC 624 0,00 265 17,33
2025-07-29 13F Empirical Asset Management, LLC 5 366 0,00 2 278 17,60
2025-07-11 13F Capital Advantage, Inc. 1 515 −36,74 643 −33,09
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 793 0,00 337 17,48
2025-07-28 13F Bridges Investment Management Inc 205 988 −3,67 87 458 13,27
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 614 −94,55 261 −93,60
2025-08-04 13F Noesis Capital Mangement Corp 560 −3,95 238 12,86
2025-07-09 13F Channel Wealth Llc 486 206
2025-08-13 13F Level Four Advisory Services, Llc 15 289 46,83 6 491 72,63
2025-08-11 13F One Capital Management, LLC 43 134 −67,39 18 314 −61,66
2025-07-25 13F NorthRock Partners, LLC 118 040 3,37 50 117 21,54
2025-07-30 13F MEMBERS Trust Co 860 28,17 365 50,83
2025-04-29 13F Drake & Associates, LLC 0 −100,00 0
2025-08-12 13F Holderness Investments Co 610 0,00 259 17,73
2025-08-12 13F Franklin Resources Inc 42 620 −0,37 18 096 17,15
2025-08-04 13F Arkadios Wealth Advisors 38 492 −3,84 16 343 13,06
2025-08-11 13F Brown Brothers Harriman & Co 44 020 −2,00 18 690 15,24
2025-08-06 13F Vantage Financial Partners, LLC 1 403 −17,03 596 −2,46
2025-07-18 13F Access Financial Services, Inc. 632 268
2025-08-12 13F one8zero8, LLC 118 0,00 50 19,05
2025-08-14 13F Evergreen Capital Management Llc 5 199 0,00 2 207 17,58
2025-08-14 13F Financial Advisors Network, Inc. 580 0,00 246 17,70
2025-08-05 13F GHP Investment Advisors, Inc. 53 109 −0,32 22 549 17,21
2025-08-18 13F/A Westwood Holdings Group Inc 4 190 −12,58 1 779 2,77
2025-08-12 13F Zacks Investment Management 9 801 −11,32 4 162 4,29
2025-07-09 13F Pallas Capital Advisors LLC 3 516 −0,20 1 493 17,30
2025-07-10 13F Orgel Wealth Management, LLC 3 200 −0,65 1 359 16,77
2025-07-08 13F Parisi Gray Wealth Management 3 372 −2,54 1 432 14,57
2025-07-28 13F Stegner Investment Associates Inc. 3 165 −2,62 1 344 14,49
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 2 219 −0,49 942 20,00
2025-07-18 13F Arcadia Wealth Management, LLC 25 184 3,22 10 693 21,36
2025-07-28 13F Hudson Capital Management LLC 1 605 0,00 681 17,62
2025-07-16 13F Jentner Corp 1 616 −0,25 686 17,47
2025-07-17 13F Norris Perne & French Llp/mi 5 213 −9,39 2 213 6,55
2025-08-11 13F Blue Bell Private Wealth Management, Llc 5 369 18,05 2 280 38,79
2025-08-12 13F Eldridge Investment Advisors, Inc. 11 880 0,58 5 044 18,26
2025-07-11 13F William Howard & Co Financial Advisors Inc 2 018 0,10 857 17,58
2025-08-04 13F Arbor Capital Management Inc /adv 2 380 12,96 1 054 37,42
2025-07-09 13F Goelzer Investment Management, Inc. 8 058 0,06 3 421 17,68
2025-08-01 13F Ashton Thomas Private Wealth, LLC 66 366 1,68 28 178 19,56
2025-07-30 13F Sanders Morris Harris Llc 14 358 −12,89 6 096 2,44
2025-07-28 13F Nadler Financial Group, Inc. 123 624 −3,63 52 488 13,31
2025-08-04 13F BLB&B Advisors, LLC 534 −17,47 227 −3,00
2025-04-29 13F McGlone Suttner Wealth Management, Inc. 0 −100,00 0
2025-08-07 13F Resources Investment Advisors, LLC. 40 193 8,71 17 065 27,83
2025-08-14 13F Mariner, LLC 579 441 2,84 246 009 20,92
2025-08-07 13F Zions Bancorporation, National Association /ut/ 7 585 0,00 3 220 17,60
2025-07-09 13F Byrne Asset Management LLC 59 −45,87 25 −35,90
2025-07-29 13F Balboa Wealth Partners 1 015 16,94 431 37,70
2025-07-09 13F Keystone Wealth Services, LLC 3 209 −26,95 1 362 −14,12
2025-08-12 13F Prudential Plc 0 −100,00 0
2025-07-22 13F Woodmont Investment Counsel Llc 3 043 −5,64 1 292 11,00
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 15 481 6,80 6 573 25,56
2025-08-13 13F KDK Private Wealth Management, LLC 9 311 0,01 3 953 17,58
2025-08-12 13F Bokf, Na 96 867 −0,51 41 128 16,98
2025-08-14 13F Newport Capital Group, LLC 37 093 2,20 15 757 20,17
2025-08-13 13F BCJ Capital Management, LLC 1 401 56,71 595 84,47
2025-08-14 13F Waterway Wealth Management, LLC 53 563 161,22 22 742 207,14
2025-07-16 13F Marmo Financial Group, LLC 5 893 −0,56 2 502 16,97
2025-07-16 13F Magnus Financial Group LLC 6 260 1,48 2 658 19,31
2025-07-10 13F Redhawk Wealth Advisors, Inc. 6 330 −45,40 2 688 −35,79
2025-07-16 13F True North Advisors, LLC 12 019 −15,47 5 103 −0,60
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 70 159 −0,76 29 788 16,69
2025-05-20 13F Blue Rock Wealth Management LLC 735 265
2025-07-25 13F Sharp Financial Services, LLC 3 404 3,50 1 445 21,74
2025-08-14 13F Aldebaran Financial Inc. 694 0,00 295 17,60
2025-08-14 13F Potentia Wealth 18 124 −5,26 7 695 11,41
2025-08-14 13F Newbrook Capital Advisors LP 95 988 57,52 40 755 85,22
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 55 153 −36,64 23 417 −25,51
2025-07-31 13F West Michigan Advisors, Llc 5 169 −1,62 2 195 15,66
2025-08-12 13F FourThought Financial Partners, LLC 1 037 1,37 440 19,24
2025-08-13 13F B&D White Capital Company, LLC 69 461 29 492
2025-08-11 13F Atlantic Private Wealth, LLC 265 31,19 113 55,56
2025-07-15 13F Maseco Llp 4 375 1 857
2025-08-14 13F Barnett & Company, Inc. 1 729 −1,03 734 16,51
2025-07-16 13F Novem Group 1 239 3,25 526 21,25
2025-08-08 13F Advisors Capital Management, LLC 4 700 5,45 1 996 23,99
2025-07-23 13F Ironwood Financial, llc 4 253 0,00 1 536 0,00
2025-07-28 13F Cypress Wealth Services, LLC 1 221 −7,57 519 8,60
2025-07-22 13F Red Tortoise LLC 22 0,00 9 12,50
2025-08-14 13F First Commonwealth Financial Corp /pa/ 2 937 0,00 1 247 17,55
2025-07-23 13F Kingswood Wealth Advisors, Llc 5 770 4,38 2 450 22,33
2025-08-08 13F 1776 Wealth LLC 970 0,00 412 17,43
2025-08-14 13F Wellington Management Group Llp 0 −100,00 0
2025-08-13 13F Empire Financial Management Company, LLC 1 331 −10,79 565 5,02
2025-08-07 13F Summit X, LLC 3 287 −0,09 1 395 17,42
2025-07-18 13F Wetzel Investment Advisors, Inc. 55 718 27,63 23 657 50,06
2025-07-15 13F Peddock Capital Advisors, Llc 7 327 −2,07 3 111 15,14
2025-08-05 13F Telos Capital Management, Inc. 1 924 1,32 817 19,12
2025-08-07 13F Winthrop Capital Management, LLC 200 0,00 0
2025-08-12 13F Marietta Investment Partners Llc 762 0,00 324 17,45
2025-07-17 13F Albion Financial Group /ut 72 0,00 30 20,00
2025-07-22 13F Macroview Investment Management Llc 1 579 0,06 671 17,75
2025-08-12 13F Fairscale Capital, LLC 415 −12,82 183 6,43
2025-07-17 13F Lauterbach Financial Advisors, LLC 1 728 0,00 734 17,66
2025-07-02 13F HBW Advisory Services LLC 2 989 3,97 1 269 22,25
2025-08-14 13F Glenview Trust Co 7 526 −0,46 3 195 17,03
2025-08-14 13F CoreFirst Bank & Trust 250 106
2025-07-15 13F Revisor Wealth Management LLC 0 −100,00 0
2025-08-14 13F Arete Wealth Advisors, LLC 22 284 −22,98 9 −10,00
2025-08-12 13F Umpqua Bank 3 171 0,54 1 347 18,37
2025-08-14 13F Financial Advisory Service, Inc. 8 549 −0,88 3 630 16,54
2025-07-17 13F New Perspectives, Inc 1 057 0,00 449 17,59
2025-07-14 13F Foster Group, Inc. 2 102 222,89 892 281,20
2025-08-08 13F Smithfield Trust Co 2 594 −2,59 1
2025-07-15 13F Highland Financial Advisors, LLC 26 364 −0,48 11 194 17,02
2025-07-30 13F Bleakley Financial Group, LLC 21 908 5,83 9 302 24,43
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 2 896 38,90 1 230 63,21
2025-08-27 13F Seneca Financial Advisors LLC 3 139 0,10 1 333 17,67
2025-07-25 13F Bill Few Associates, Inc. 574 244
2025-08-08 13F WASHINGTON TRUST Co 4 563 −0,26 1 937 17,32
2025-08-12 13F NFP Retirement, Inc. 3 897 −2,40 1 655 14,78
2025-07-25 13F JustInvest LLC 826 −40,23 351 −29,86
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-14 13F Friday Financial 4 753 0,00 2 018 15,78
2025-07-29 13F Foster & Motley Inc 854 2,28 0
2025-08-13 13F Cerity Partners LLC 884 860 −4,94 375 694 11,78
2025-07-16 13F Spirepoint Private Client, Llc 5 589 −38,46 2 373 −27,66
2025-07-29 13F FLC Capital Advisors 24 346 −6,40 10 337 10,06
2025-07-17 13F Kavar Capital Partners Group, Llc 2 353 6,04 999 24,72
2025-08-13 13F Crescent Grove Advisors, LLC 42 327 −1,61 17 971 15,69
2025-07-28 13F Cornerstone Wealth Group, LLC 10 458 −3,27 4 440 13,76
2025-08-13 13F Daner Wealth Management, LLC 1 375 0,00 619 9,75
2025-08-26 NP QCGRRX - Growth Account Class R1 835 839 −5,66 354 881 10,92
2025-07-08 13F Juncture Wealth Strategies, Llc 1 320 0,00 560 17,65
2025-07-28 13F Sagespring Wealth Partners, Llc 42 106 −3,50 17 878 13,47
2025-07-24 13F Ulland Investment Advisors, LLC 703 −1,13 0
2025-08-06 13F SP Asset Management LLC 3 828 16,25 1 625 36,67
2025-07-09 13F Northwest & Ethical Investments L.P. 0 −100,00 0 −100,00
2025-08-06 13F/A Flagship Private Wealth, LLC 2 726 0,78 1 157 18,55
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-23 13F Avantra Family Wealth, Inc. 494 210
2025-07-22 13F Clarius Group, LLC 10 928 −0,30 4 640 17,24
2025-07-25 13F Landmark Wealth Management, LLC 1 473 0,00 1
2025-07-30 13F Fogel Capital Management, Inc. 505 214
2025-08-01 13F/A GGM Financials LLC 6 091 318,91 2 586 392,57
2025-08-05 13F Financial Sense Advisors, Inc. 4 309 6,37 1 830 25,10
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-07-10 13F Sharkey, Howes & Javer 7 674 −2,81 3 258 14,28
2025-07-31 13F/A Avion Wealth 183 0,00 0
2025-08-08 13F VeraBank, N.A. 5 228 7,73 2 220 26,66
2025-08-18 13F Ashford Capital Management Inc 701 −26,83 298 −13,91
2025-07-24 13F McKinley Carter Wealth Services, Inc. 52 996 −0,88 22 501 16,56
2025-08-14 13F Jupiter Wealth Management LLC 3 735 0,00 1 680 12,00
2025-07-21 13F Clarity Capital Partners LLC 886 −1,99 376 15,34
2025-07-17 13F Heritage Investment Group, Inc. 1 389 0,00 590 17,56
2025-07-28 13F WealthPLAN Partners, LLC 3 410 0,06 1 448 17,64
2025-07-23 13F Indiana Trust & Investment Management CO 17 678 −0,28 7 506 17,25
2025-05-14 13F Monterey Private Wealth, Inc. 1 858 −1,01 671 −11,02
2025-08-01 13F GoalVest Advisory LLC 1 613 0,00 685 17,53
2025-08-08 13F Compass Wealth Management LLC 1 340 0,00 569 17,60
2025-05-05 13F Peterson Wealth Services 0 −100,00 0
2025-08-13 13F Colonial Trust Advisors 1 326 −1,92 563 15,16
2025-07-22 13F One Wealth Management Investment & Advisory Services, LLC 1 143 −6,31 485 10,23
2025-07-31 13F Carnegie Capital Asset Management, LLC 3 173 −3,76 1 347 23,01
2025-08-11 13F Brass Tax Wealth Management, Inc 540 229
2025-08-13 13F Colonial Trust Co / SC 5 826 4,75 2 474 23,16
2025-08-11 13F Principal Securities, Inc. 5 475 0,59 2 324 6,36
2025-07-25 13F Ellis Investment Partners, LLC 13 053 −5,56 5 542 11,06
2025-07-25 13F Concord Wealth Partners 62 1 966,67 26 2 500,00
2025-07-28 13F Curated Wealth Partners LLC 4 928 0,02 2 092 17,59
2025-07-23 13F Heck Capital Advisors, LLC 12 769 −17,22 5 421 −2,66
2025-07-18 13F Provident Wealth Management, LLC 150 0,00 64 16,67
2025-07-30 13F Covenant Partners, LLC 217 944 1,32 92 534 19,14
2025-08-07 13F 49 Wealth Management, Llc 1 175 15,76 499 36,07
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 242 0,00 103 17,24
2025-08-08 13F Itau Unibanco Holding S.A. 68 130 28 927
2025-07-10 13F American Financial Advisors, LLC 472 200
2025-07-23 13F Clear Creek Financial Management, LLC 2 910 −47,93 1 236 −38,77
2025-08-13 13F Milestone Investment Advisors LLC 311 0,00 132 17,86
2025-04-14 13F Lloyd Advisory Services, LLC. 0 −100,00 0
2025-08-04 13F Amplius Wealth Advisors, LLC 13 202 1,62 5 605 19,48
2025-07-28 13F Morris Financial Concepts, Inc. 78 0,00 33 17,86
2025-09-12 13F/A Valeo Financial Advisors, LLC 32 272 4,70 13 209 18,67
2025-07-16 13F Congress Asset Management Co /ma 28 109 −77,04 11 935 −73,00
2025-07-21 13F Jmac Enterprises Llc 56 323 14,49 23 914 34,62
2025-07-24 13F JNBA Financial Advisors 1 077 −0,09 457 17,48
2025-08-06 13F Atlas Legacy Advisors, LLC 563 0,00 239 17,73
2025-04-29 13F Financial Network Wealth Management LLC 1 405 0,00 1
2025-07-10 13F Focus Financial Network, Inc. 6 863 10,62 2 914 30,09
2025-08-15 13F Equitable Holdings, Inc. 163 607 −15,53 69 464 −0,68
2025-07-22 13F Net Worth Advisory Group 1 454 18,60 617 39,59
2025-08-11 13F PFG Private Wealth Management, LLC 0 −100,00 0
2025-08-04 13F Center for Financial Planning, Inc. 807 −21,80 343 −8,06
2025-08-14 13F Voya Investment Management Llc 6 905 −17,08 2 932 −2,50
2025-08-13 13F Aufman Associates Inc 1 927 818
2025-08-14 13F Monetary Management Group Inc 13 911 −0,47 5 906 17,04
2025-07-30 13F Pacific Sun Financial Corp 1 020 0,49 433 18,31
2025-08-04 13F Premier Path Wealth Partners, LLC 8 472 −7,29 3 597 9,03
2025-08-13 13F Berkshire Asset Management Llc/pa 22 112 0,01 9 388 13,09
2025-05-06 13F Advisors Preferred, LLC 0 −100,00 0
2025-08-04 13F Ledyard National Bank 2 217 −1,73 941 15,60
2025-06-25 NP WMBGX - Wells Fargo WealthBuilder Moderate Balanced Fund Class A 3 180 6,89 1 166 −4,19
2025-08-12 13F Nuveen, LLC 1 009 530 −14,19 428 626 0,90
2025-07-29 13F Rodgers & Associates, LTD 135 890 9,18 57 696 28,37
2025-07-10 13F Piscataqua Savings Bank 1 051 0,00 446 17,68
2025-07-17 13F Fifth Third Securities, Inc. 56 270 −3,55 23 891 13,41
2025-06-25 NP WGAFX - Wells Fargo WealthBuilder Growth Allocation Fund Class A 6 562 5,31 2 407 −5,65
2025-05-27 NP XRLX - FundX Conservative ETF 9 255 −4,09 3 342 −13,78
2025-08-08 13F Wealth Alliance 562 −11,77 239 3,48
2025-07-15 13F Perennial Advisors, LLC 1 012 −0,98 430 16,58
2025-07-16 13F Sylvest Advisors, LLC 40 529 2,80 17 208 20,87
2025-05-27 NP XCOR - FundX ETF 49 740 −2,07 17 961 −11,94
2025-07-03 13F Fiduciary Financial Group, Llc 9 231 2,93 3 878 25,79
2025-07-22 13F Aspire Private Capital, LLC 992 0,00 421 17,60
2025-08-13 13F Legacy Capital Wealth Partners, LLC 1 796 98,23 763 133,03
2025-08-14 13F Lazard Asset Management Llc 500 0,00 0
2025-08-13 13F Green Harvest Asset Management LLC 5 978 10,13 2 538 29,56
2025-08-05 13F Flynn Zito Capital Management, Llc 27 787 1,45 11 798 19,28
2025-08-07 13F Davis R M Inc 10 262 −0,12 4 357 17,47
2025-08-12 13F Coldstream Capital Management Inc 23 750 3,61 10 083 21,82
2025-04-04 13F Sage Capital Advisors,llc 0 −100,00 0
2025-07-30 13F Avidian Wealth Solutions, LLC 128 270 0,15 54 461 17,76
2025-08-14 13F Sterling Wealth Management, Inc. 525 0,00 223 5,71
2025-08-14 13F Summit Trail Advisors, Llc 123 353 52 373
2025-07-30 13F Strategic Blueprint, LLC 3 600 41,90 1 528 66,81
2025-07-30 13F Whittier Trust Co 27 344 0,12 11 609 17,73
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 11 898 −1,32 5 052 16,03
2025-07-31 13F Strata Wealth Advisors, LLC 606 0,00 257 17,89
2025-07-11 13F LongView Wealth Management 1 231 21,16 523 42,62
2025-07-09 13F Brand Asset Management Group, Inc. 30 293 −2,97 12 862 14,09
2025-07-28 13F Baker Boyer National Bank 2 810 0,00 1 193 17,65
2025-07-17 13F Wagner Wealth Management, Llc 32 0,00 14 18,18
2025-07-25 13F We Are One Seven, LLC 8 140 2,07 3 456 20,04
2025-07-08 13F Chemistry Wealth Management LLC 961 −5,78 408 10,87
2025-07-29 13F Arista Wealth Management, LLC 3 076 9,54 1 306 28,92
2025-08-14 13F Headlands Technologies LLC 1 672 124,13 710 163,57
2025-07-31 13F WFA Asset Management Corp 0 −100,00 0
2025-07-18 13F Institute for Wealth Management, LLC. 477 203
2025-07-31 13F Nilsine Partners, LLC 522 222
2025-08-13 13F Bollard Group LLC 12 330 0,10 5 25,00
2025-08-12 13F Lionshead Wealth Management, LLC 1 870 4,47 794 22,76
2025-07-25 13F Pandora Wealth, Inc. 2 515 0,00 1 068 17,51
2025-08-26 13F Claris Financial LLC 0 −100,00 0
2025-08-13 13F Quest Investment Management Llc 20 537 0,24 8 720 17,87
2025-07-14 13F Sellwood Investment Partners LLC 385 0,00 163 17,27
2025-07-21 13F Catalina Capital Group, LLC 1 430 −9,61 607 6,30
2025-08-14 13F Stage Harbor Financial, Llc 13 100 −26,42 5 562 −13,49
2025-07-08 13F Granite Bay Wealth Management, LLC 665 0,00 0
2025-08-04 13F Linscomb & Williams, Inc. 19 242 −6,66 8 170 9,74
2025-08-06 13F Walkner Condon Financial Advisors LLC 3 483 2,44 1 479 20,46
2025-07-30 13F Patten Group, Inc. 22 744 −2,07 9 657 15,14
2025-08-12 13F Sfmg, Llc 1 362 0,00 578 17,72
2025-08-04 13F Pensionmark Financial Group, Llc 9 327 13,04 3 960 32,93
2025-08-04 13F Integrity Alliance, Llc. 1 779 −52,28 755 −43,91
2025-08-14 13F Ariadne Wealth Management, LP 1 589 −5,08 715 13,88
2025-07-22 13F Highland Capital Management, Llc 75 590 −2,18 32 094 15,02
2025-07-18 13F Nabity-Jensen Investment Management Inc 1 931 0,00 820 17,50
2025-07-23 13F RMG Wealth Management LLC 220 96
2025-07-28 13F Hamilton Point Investment Advisors, LLC 2 284 0,26 970 17,88
2025-08-05 13F Marshall Financial Group Inc /adv 11 737 0,04 4 983 17,63
2025-07-29 13F Orin Green Financial, LLC 1 630 0,00 692 27,68
2025-08-12 13F Tarbox Family Office, Inc. 5 449 0,00 2 314 17,59
2025-08-05 13F Bank of New York Mellon Corp 1 213 513 −0,57 515 233 16,92
2025-08-14 13F Dimension Capital Management Llc 17 335 −4,09 7 360 12,78
2025-07-15 13F Patriot Investment Management Inc. 949 0,00 403 17,54
2025-07-15 13F McAdam, LLC 19 000 81,26 8 067 113,19
2025-08-19 13F Element Pointe Advisors, Llc 6 991 0,00 2 968 17,59
2025-07-24 13F GFG Capital, LLC 1 181 −17,35 501 −2,72
2025-07-25 13F Presilium Private Wealth, Llc 2 380 0,00 1 010 17,58
2025-07-31 13F Mycio Wealth Partners, Llc 17 927 1,57 7 612 19,43
2025-08-06 13F Washington Trust Bank 2 677 271,81 1 137 338,61
2025-07-07 13F HMS Capital Management, LLC 4 371 0,00 1 856 30,18
2025-07-23 13F Vontobel Holding Ltd. 0 −100,00 0
2025-07-08 13F Persium Advisors, LLC 1 846 0,00 784 17,57
2025-08-14 13F Fort Point Capital Partners LLC 1 088 −2,51 462 14,68
2025-07-22 13F Marks Group Wealth Management, Inc 1 103 −5,24 468 11,43
2025-08-15 13F Keel Point, LLC 40 829 −0,14 17 335 17,42
2025-08-14 13F Clifford Group, LLC 5 893 −2,90 2 502 14,19
2025-07-30 13F Jacobsen Capital Management 1 894 0,42 804 18,06
2025-08-12 13F American Century Companies Inc 77 289 −79,32 32 816 −75,69
2025-08-05 13F Pointe Capital Management LLC 35 719 3,79 15 166 22,03
2025-08-06 13F Round Rock Advisors, LLC 860 −6,62 365 9,94
2025-04-15 13F Noble Wealth Management PBC 332 0,00 120 −10,53
2025-08-13 13F Millstone Evans Group, LLC 1 299 0,00 552 17,48
2025-08-07 13F BOK Financial Private Wealth, Inc. 4 494 1,72 1 908 19,62
2025-07-11 13F Grove Bank & Trust 28 431 6,29 12 071 24,98
2025-07-31 13F Richards, Merrill & Peterson, Inc. 29 0,00 12 20,00
2025-07-29 13F Beverly Hills Private Wealth, LLC 1 560 0,00 662 17,58
2025-08-01 13F Clark Asset Management, LLC 1 007 12,51 428 32,20
2025-07-16 13F Signaturefd, Llc 1 799 924 −2,95 764 212 14,11
2025-08-14 13F D. E. Shaw & Co., Inc. 8 584 −35,23 3 645 −23,85
2025-07-28 13F Axxcess Wealth Management, Llc 20 119 −0,03 8 542 17,55
2025-04-28 13F Pinnacle Financial Partners Inc 178 959 0,32 66 274 −6,08
2025-07-15 13F Graypoint LLC 188 271 −2,05 79 936 15,17
2025-08-01 13F First National Trust Co 9 793 13,34 4 158 33,28
2025-08-05 13F GPS Wealth Strategies Group, LLC 2 418 −1,39 1 027 15,93
2025-08-14 13F Private Wealth Advisors, LLC 2 202 0,00 935 17,61
2025-07-29 13F Planned Solutions, Inc. 0 −100,00 0
2025-08-08 13F Collaborative Wealth Managment Inc. 611 0,00 259 17,73
2025-08-13 13F Sepio Capital, LP 19 821 0,65 8 416 18,35
2025-07-10 13F CWC Advisors, LLC. 539 229
2025-08-11 13F Diversified Portfolios, Inc. 9 846 −2,77 4 181 14,33
2025-07-07 13F RB Capital Management, LLC 781 −10,23 332 5,41
2025-07-29 13F Monument Group Wealth Advisors, LLC 570 0,00 242 17,48
2025-07-09 13F Bowman & Co S.C. 663 0,00 281 17,57
2025-08-04 13F Quaker Wealth Management, LLC 150 64
2025-08-14 13F Sentinel Wealth Management, Inc. 1 373 1
2025-08-06 13F Strategic Financial Partners, Ltd. 879 0,00 373 17,67
2025-08-08 13F Principal Financial Group Inc 100 625 −41,15 42 725 −30,80
2025-08-11 13F Kirtland Hills Capital Management, Llc 1 707 0,00 725 24,19
2025-04-25 13F Sicart Associates LLC 0 −100,00 0 −100,00
2025-08-13 13F Per Stirling Capital Management, LLC. 2 772 −0,79 1 177 16,55
2025-08-06 13F North Capital, Inc. 1 391 −0,50 591 17,06
2025-07-08 13F RMR Wealth Builders 103 644 −0,40 44 005 17,11
2025-08-04 13F Live Oak Private Wealth LLC 0 −100,00 0
2025-08-14 13F Macquarie Group Ltd 10 516 −15,07 4 465 −0,13
2025-08-13 13F Capital Analysts, Inc. 6 396 98,70 3 100,00
2025-07-23 13F Clark & Stuart, Inc 9 095 2,17 3 862 20,13
2025-07-23 13F New England Professional Planning Group Inc. 1 417 77,57 602 108,68
2025-08-14 13F ArrowMark Colorado Holdings LLC 610 259
2025-07-21 13F Precedent Wealth Partners, Llc 696 0,00 296 17,53
2025-08-08 13F Biondo Investment Advisors, LLC 6 941 0,90 2 947 18,69
2025-07-14 13F CRA Financial Services, LLC 9 117 0,42 3 871 18,06
2025-07-31 13F GenTrust, LLC 1 211 0,00 514 17,62
2025-08-13 13F EverSource Wealth Advisors, LLC 2 789 −80,07 1 184 −76,56
2025-08-12 13F Boston Research & Management Inc 643 −10,94 0
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-25 13F Community Bank, N.A. 22 408 −0,37 9 514 17,14
2025-07-25 13F Investment Advisory Group, LLC 5 126 −0,58 2 177 16,93
2025-08-07 13F Addison Advisors LLC 2 876 0,00 1 221 17,63
2025-08-14 13F Sentinus, LLC 0 −100,00 0
2025-05-01 13F Quest 10 Wealth Builders, Inc. 1 091 −8,40 414 −13,60
2025-08-08 13F Blankinship & Foster, LLC 5 848 −0,46 2 483 17,07
2025-08-12 13F Camden National Bank 1 895 0,00 805 17,54
2025-08-28 13F/A Tolleson Wealth Management, Inc. 16 627 −1,71 7 059 15,57
2025-07-16 13F Beaumont Financial Advisors, LLC 6 920 −1,55 2 938 15,76
2025-07-30 13F Advantage Trust Co 200 85
2025-08-14 13F Wick Capital Partners, LLC 8 715 51,17 2 448 17,59
2025-08-14 13F Hurley Capital, LLC 2 853 0,00 1 211 17,57
2025-05-13 13F Watts Gwilliam & Co., LLC 20 918 −3,04 7 553 −13,29
2025-07-22 13F Capital City Trust Co/fl 2 791 0,00 1 185 17,68
2025-08-11 13F First American Trust, Fsb 1 325 0,00 563 17,57
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 405 606 −1,25 173 709 17,12
2025-08-13 13F Fort Sheridan Advisors Llc 867 −19,72 368 −5,40
2025-08-04 13F NWK Group, Inc. 2 976 −16,83 1 264 −2,17
2025-08-12 13F Park Square Financial Group, LLC 6 50,00 3 100,00
2025-08-14 13F Citadel Advisors Llc Put 31 800 −25,35 13 502 −12,23
2025-07-14 13F Opal Wealth Advisors, LLC 253 63,23 107 94,55
2025-08-14 13F Synovus Financial Corp 1 214 533 1,11 515 686 18,90
2025-07-07 13F RDA Financial Network 549 −1,26 233 16,50
2025-08-14 13F Planwiser Financial, Llc 905 −11,71 399 4,72
2025-08-14 13F Citadel Advisors Llc Call 204 300 319,51 86 742 393,27
2025-07-31 13F Topsail Wealth Management, LLC 2 486 0,00 1 056 17,61
2025-08-14 13F Citadel Advisors Llc 84 127 35 719
2025-07-14 13F Park Avenue Securities Llc 94 287 7,98 40 29,03
2025-07-11 13F Trust Co Of Virginia /va 4 379 0,00 1 859 17,58
2025-08-08 13F Emerald Investment Partners, Llc 9 977 1,53 4 236 19,39
2025-07-25 13F Tranquility Partners, LLC 4 621 −0,22 1 962 17,34
2025-07-15 13F Family Investment Center, Inc. 1 741 −0,68 739 16,93
2025-07-15 13F Riverbridge Partners Llc 0 −100,00 0
2025-07-17 13F Paradigm Financial Partners, Llc 3 438 −0,35 1 460 17,19
2025-08-01 13F Jennison Associates Llc 21 025 −78,38 8 927 −74,58
2025-07-01 13F Kera Capital Partners, Inc. 3 187 0,00 1 353 17,65
2025-08-14 13F Raymond James Financial Inc Put 0 −100,00 0 −100,00
2025-08-08 13F Creative Planning 467 125 0,97 198 332 18,73
2025-05-16 13F Strait & Sound Wealth Management LLC 0 −100,00 0
2025-08-14 13F Benjamin Edwards Inc 2 040 −37,29 866 −26,24
2025-07-15 13F Bank Of Stockton 1 015 −2,40 431 14,67
2025-07-08 13F Twele Capital Management, Inc. 1 553 0,00 659 17,68
2025-08-07 13F Future Fund LLC 1 102 468
2025-07-17 13F Janney Montgomery Scott LLC 775 136 −2,16 329 15,03
2025-07-24 13F Baxter Bros Inc 505 214
2025-08-12 13F RiverFront Investment Group, LLC 6 180 18,62 2 624 39,45
2025-04-22 13F Bright Futures Wealth Management, LLC. 1 135 0,00 377 −18,75
2025-04-29 13F Hm Payson & Co 707 9,61 255 −1,54
2025-08-12 13F Quadcap Wealth Management, LLC 487 207
2025-07-22 13F JSF Financial, LLC 12 902 −2,63 5 478 14,49
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 1 143 0,00 485 17,72
2025-07-11 13F Eagle Bay Advisors LLC 1 270 0,00 539 17,69
2025-08-12 13F Cornerstone Wealth Management, LLC 5 954 1,33 2 528 19,14
2025-07-18 13F PFG Investments, LLC 3 897 −1,19 1 655 16,15
2025-08-06 13F Black Swift Group, LLC 68 945 −2,87 29 273 14,21
2025-08-11 13F/A Suncoast Equity Management 7 201 0,00 3 057 17,58
2025-08-14 13F DRW Securities, LLC 873 371
2025-07-22 13F Team Financial Group, LLC 138 59
2025-08-12 13F Titleist Asset Management, Llc 3 901 17,85 1 656 38,58
2025-08-08 13F Advyzon Investment Management, LLC 1 448 615
2025-07-28 13F Pettinga Financial Advisors, LLC 23 134 −0,57 9 822 16,91
2025-07-30 13F Bogart Wealth, LLC 6 548 5,80 2 780 24,44
2025-08-05 13F Simplex Trading, Llc 4 759 2
2025-07-30 13F ARK Investment Management LLC 710 1 265,38 302 1 572,22
2025-07-25 13F Gw Henssler & Associates Ltd 3 189 0,00 1 354 17,55
2025-07-29 13F Fundamentun, Llc 3 341 25,93 1 419 48,02
2025-07-22 13F Old National Bancorp /in/ 19 896 8,41 8 447 27,48
2025-08-11 13F Tidemark, LLC 270 0,00 115 17,53
2025-07-30 13F/A Old Point Trust & Financial Services N A 2 112 0,00 897 17,59
2025-07-09 13F Sawyer & Company, Inc 141 0,00 0
2025-08-18 13F Tyler-Stone Wealth Management 1 520 0,00 645 17,70
2025-07-03 13F Lam Group, Inc. 1 925 0,00 817 17,55
2025-07-21 13F Gray Private Wealth, LLC 1 948 0,00 827 17,64
2025-08-14 13F Ancora Advisors, LLC 21 745 −0,29 9 233 17,25
2025-06-11 13F Fortitude Financial, LLC 2 404 8,29 868 −2,58
2025-07-23 13F BankPlus Trust Department 1 033 −8,34 439 7,88
2025-08-13 13F Texas Capital Bancshares Inc/tx 1 132 6,09 481 24,68
2025-07-17 13F Patton Albertson Miller Group, Llc 880 0,00 374 17,67
2025-08-14 13F Harvest Investment Services, LLC 3 399 −4,06 1 443 12,82
2025-08-06 13F Valtinson Bruner Financial Planning LLC 651 2,20 276 20,00
2025-05-14 13F Islay Capital Management, Llc 0 −100,00 0
2025-08-12 13F JMG Financial Group, Ltd. 36 500 −0,39 15 497 17,13
2025-07-21 13F Monticello Wealth Management, Llc 20 799 −1,05 8 831 16,35
2025-07-30 13F Principle Wealth Partners Llc 2 234 6,69 949 25,40
2025-07-07 13F Roxbury Financial LLC 54 0,00 23 4,76
2025-07-15 13F Sightline Wealth Advisors, LLC 2 219 0,14 942 17,75
2025-08-13 13F Fiduciary Group LLC 641 0,00 272 17,75
2025-08-06 13F Horan Securities, Inc. 8 105 0,07 3 441 17,68
2025-07-14 13F S.A. Mason LLC 4 144 0,00 1 759 17,58
2025-07-18 13F Pure Financial Advisors, Inc. 19 738 99,58 8 380 134,67
2025-08-05 13F Snider Financial Group 7 015 0,16 2 979 17,75
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 5 029 26,45 2 135 48,68
2025-07-10 13F Sovran Advisors, LLC 14 773 173,32 6 278 240,03
2025-07-21 13F Kennebec Savings Bank 388 −0,26 165 17,14
2025-08-12 13F Absolute Capital Management, LLC 529 225
2025-08-13 13F All Terrain Financial Advisors, LLC 643 0,00 273 17,67
2025-07-30 13F Drive Wealth Management, Llc 3 032 1,00 1 287 18,84
2025-07-30 13F Princeton Global Asset Management LLC 1 217 0,00 517 17,54
2025-07-18 13F Trust Co Of Vermont 2 170 58,74 921 86,82
2025-07-24 13F Tandem Capital Management Corp /adv 1 088 0,00 462 17,60
2025-08-13 13F VestGen Advisors, LLC 69 367 2,37 29 466 20,43
2025-08-12 13F Vickerman Investment Advisors, Inc. 572 0,00 243 17,48
2025-08-04 13F AMG National Trust Bank 128 978 −6,49 54 761 9,96
2025-08-12 13F Personal Cfo Solutions, Llc 17 500 392,40 7 430 479,11
2025-08-14 13F Catalyst Financial Partners Llc 867 368
2025-08-14 13F Win Advisors, Inc 0 −100,00 0
2025-08-11 13F Intrepid Financial Planning Group LLC 34 673 −1,73 14 721 15,55
2025-07-23 13F Richardson Capital Management LLC 1 501 0,00 637 17,74
2025-08-08 13F Altfest L J & Co Inc 540 229
2025-08-12 13F Atlas Capital Advisors Llc 0 −100,00 0
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-07-30 13F Insight Advisors, LLC/ PA 2 705 0,07 1 148 17,62
2025-07-14 13F Lakeshore Financial Planning, Inc. 894 12,88 380 32,98
2025-07-22 13F SOL Capital Management CO 15 737 63,13 7 100,00
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 1 353 0,07 574 17,62
2025-08-05 13F Sunburst Financial Group, LLC 44 257 0,00 18 791 17,58
2025-07-21 13F Fortis Capital Advisors, LLC 3 724 3,24 1 581 21,43
2025-08-11 13F Banque Cantonale Vaudoise 60 0,00 0
2025-08-04 13F Golden Road Advisors Llc 3 447 0,12 1 464 17,70
2025-08-07 13F Hughes Financial Services, LLC 92 0,00 41 21,21
2025-08-12 13F Nemes Rush Group LLC 43 0,00 18 20,00
2025-07-31 13F Sharper & Granite LLC 480 203
2025-08-12 13F Power Wealth Management Llc 2 520 0,00 1 070 17,60
2025-08-14 13F Abbot Financial Management, Inc. 896 −1,32 380 16,21
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0
2025-07-17 13F Nova R Wealth, Inc. 2 848 −25,25 1 209 −12,07
2025-07-10 13F Trust Point Inc. 6 408 −2,73 2 721 14,38
2025-08-13 13F Serenus Wealth Advisors, LLC 13 179 −4,67 5 595 12,10
2025-07-17 13F Smith Chas P & Associates Pa Cpas 480 204
2025-08-05 13F Dunhill Financial, LLC 154 670,00 65 828,57
2025-08-12 13F Meridian Wealth Advisors, LLC 6 768 −4,46 2 873 12,31
2025-07-31 13F BIP Wealth, LLC 1 910 −3,49 811 13,59
2025-08-13 13F Truvestments Capital Llc 415 −39,15 176 −28,46
2025-08-14 13F Comerica Bank 650 888 1,96 276 354 19,88
2025-05-09 13F Briaud Financial Planning, Inc 0 −100,00 0
2025-07-08 13F FF Advisors,LLC 670 284
2025-08-07 13F Strategy Asset Managers Llc 1 414 6,96 600 25,79
2025-08-04 13F Jim Saulnier & Associates, Llc 720 0,14 306 17,76
2025-08-14 13F Quantinno Capital Management LP Put 2 400 1 019
2025-07-09 13F First Financial Corp /in/ 2 324 0,00 987 17,52
2025-07-17 13F Neumann Capital Management, LLC 1 022 0,00 434 17,34
2025-08-08 13F JFG Wealth Management, LLC 1 527 0,00 648 17,60
2025-08-12 13F Calton & Associates, Inc. 1 812 770
2025-07-14 13F Brady Martz Wealth Solutions, LLC 6 134 −3,70 2 604 13,22
2025-07-21 13F Cardinal Strategic Wealth Guidance 1 304 −12,95 554 2,41
2025-07-29 13F Kanawha Capital Management Llc 4 059 −4,81 1 723 11,96
2025-07-18 13F SOA Wealth Advisors, LLC. 21 392 −0,62 9 082 16,86
2025-08-14 13F MGB Wealth Management, LLC 498 −33,33 211 −21,93
2025-08-07 13F Proficio Capital Partners LLC 525 223
2025-08-14 13F Harwood Advisory Group, LLC 8 636 −10,52 3 667 −5,39
2025-07-25 13F waypoint wealth counsel 1 733 −1,03 736 16,30
2025-08-14 13F Mpwm Advisory Solutions, Llc 110 254,84 47 318,18
2025-08-11 13F Elequin Capital Lp 383 163
2025-07-11 13F Kapstone Financial Advisors LLC 7 369 −0,58 3 129 16,89
2025-07-29 13F Ballast, Inc. 0 −100,00 0
2025-08-08 13F Family Firm, Inc. 0 −100,00 0
2025-07-15 13F Missouri Trust & Investment Co 490 0,00 208 18,18
2025-08-14 13F Family Management Corp 2 339 −3,15 993 13,88
2025-07-21 13F Quent Capital, LLC 19 430 −4,94 8 250 11,78
2025-07-11 13F Diversified Trust Co 22 595 −5,57 9 593 11,04
2025-07-25 13F Kellett Schaffner Wealth Advisors LLC 593 0,17 252 17,84
2025-08-12 NP KAGCX - Kensington Dynamic Growth Fund Class C Shares 224 830 153,62 95 458 168,14
2025-07-07 13F Lwm Advisors Inc 51 404 −1,17 21 825 11,97
2025-07-30 13F Black Diamond Financial, LLC 924 0,00 392 17,72
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 2 036 0,05 864 17,71
2025-08-08 13F Capital Investment Advisory Services, LLC 2 107 0,62 895 18,25
2025-07-18 13F PBMares Wealth Management LLC 2 342 0,00 994 17,63
2025-08-14 13F Bragg Financial Advisors, Inc 1 904 0,00 808 17,61
2025-08-14 13F Royal Bank Of Canada 1 674 902 5,21 711 129 23,71
2025-07-29 13F Goldstein Advisors, LLC 2 859 −1,41 1 214 15,85
2025-08-08 13F Flaharty Asset Management, LLC 109 126 2,87 46 333 20,95
2025-08-14 13F Smartleaf Asset Management LLC 4 313 618,83 1 819 741,67
2025-08-08 13F Fortis Group Advisors, LLC 2 577 0,00 1 094 17,63
2025-08-14 13F Gen-Wealth Partners Inc 59 25
2025-07-22 13F Grimes & Company, Inc. 6 554 0,09 2 783 17,68
2025-08-11 13F Aspen Investment Management Inc 1 230 0,00 1
2025-07-30 13F Exencial Wealth Advisors, Llc 9 548 18,49 4 054 39,33
2025-08-26 13F/A Thrivent Financial For Lutherans 134 261 −60,38 57 −56,15
2025-08-14 13F Icon Wealth Advisors, LLC 12 743 −0,60 5 410 16,87
2025-05-08 NP QMLFX - Quantified Market Leaders Fund Investor Class Shares 0 −100,00 0 −100,00
2025-07-22 13F Romano Brothers And Company 1 123 0,00 477 17,53
2025-08-14 13F Quantinno Capital Management LP 69 420 62,14 29 475 90,65
2025-08-14 13F Diversify Wealth Management, Llc 8 015 −4,89 3 609 16,80
2025-08-13 13F Northwestern Mutual Wealth Management Co 673 593 4,26 285 994 22,59
2025-08-04 13F Flagship Harbor Advisors, Llc 9 846 −6,66 4 180 9,74
2025-07-08 13F Legacy Private Trust Co. 1 362 0,00 578 17,72
2025-08-13 13F Berbice Capital Management LLC 3 329 −31,06 1 413 −18,93
2025-07-29 13F Private Wealth Management Group, LLC 387 0,00 164 17,99
2025-07-25 13F St. Louis Trust Co 20 451 0,00 8 683 17,59
2025-07-07 13F Investors Research Corp 690 7,81 293 26,41
2025-09-03 13F Q3 Asset Management 6 366 1,71 3 0,00
2025-05-12 13F Sandy Spring Bank 6 870 −1,36 2 481 −11,33
2025-07-17 13F Moody Lynn & Lieberson, Llc 7 666 900,78 3 255 1 078,99
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-08-11 13F Bradley Foster & Sargent Inc/ct 46 872 −0,47 19 901 17,02
2025-07-18 13F RKL Wealth Management LLC 4 755 1,15 2 019 18,92
2025-07-09 13F Bank of New Hampshire 2 629 −17,33 1 116 −2,79
2025-08-13 13F KilterHowling LLC 2 087 0,10 886 13,30
2025-08-13 13F Johnson Financial Group, Inc. 392 067 5,37 166 464 23,90
2025-08-15 13F 44 Wealth Management Llc 620 0,00 263 17,94
2025-07-15 13F Forte Capital Llc /adv 5 263 0,00 2 235 17,58
2025-08-08 13F Foundations Investment Advisors, LLC 9 438 −77,16 4 007 −73,15
2025-08-14 13F Raymond James Financial Inc 3 385 164 0,15 1 437 273 17,76
2025-08-14 13F TCG Advisory Services, LLC 5 297 0,00 2 249 17,63
2025-07-17 13F Catalytic Wealth RIA, LLC 8 854 23,68 3 759 45,42
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 7 405 0,05 3 144 17,66
2025-07-17 13F Greenleaf Trust 7 649 1,32 3 248 19,16
2025-08-27 NP Advanced Series Trust - Ast Advanced Strategies Portfolio 10 239 −40,61 4 347 −30,16
2025-07-22 13F Iron Horse Wealth Management, LLC 30 0,00 13 20,00
2025-04-29 13F Callan Capital, LLC 1 973 217,20 712 185,94
2025-08-12 13F Cooper/haims Advisors, Llc 1 008 0,00 428 17,63
2025-07-31 13F Fielder Capital Group LLC 543 231
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 22 995 10,29 9 763 29,67
2025-07-23 13F Sax Wealth Advisors, Llc 20 010 55,56 8 496 82,92
2025-08-08 13F Renasant Bank 4 091 −0,27 1 737 17,22
2025-08-13 13F WealthTrust Axiom LLC 714 0,00 303 17,90
2025-07-10 13F Compton Wealth Advisory Group, LLC 2 347 0,00 996 17,59
2025-08-07 13F Clarity Wealth Advisors, LLC 1 596 −1,24 678 16,12
2025-08-06 13F SJA Financial Advisory, LLC 4 319 −3,31 1 834 13,64
2025-07-11 13F Luts & Greenleigh Group, Inc 5 296 2,08 2 248 20,02
2025-07-29 13F Regions Financial Corp 467 049 −0,93 198 300 16,49
2025-08-06 13F Eukles Asset Management 23 110 −0,96 9 812 16,45
2025-07-16 13F Rainier Family Wealth Inc 1 332 12,50 566 32,32
2025-07-25 13F Sovereign Financial Group, Inc. 2 001 −3,15 850 13,81
2025-07-09 13F Berkshire Bank 1 017 −1,26 432 16,17
2025-07-02 13F Lvm Capital Management Ltd/mi 1 465 0,00 1
2025-07-22 13F USAdvisors Wealth Management, LLC 571 −88,71 0 −100,00
2025-07-15 13F FMA Wealth Management, LLC 29 302 −7,61 12 441 −0,60
2025-08-12 13F Asset Management Group, Inc. 3 651 0,08 1 550 17,69
2025-07-03 13F Arvest Investments, Inc. 1 193 8,75 507 27,78
2025-08-07 13F Montag A & Associates Inc 55 940 −0,45 23 751 17,06
2025-07-23 13F Citizens National Bank Trust Department 100 0,00 42 16,67
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 2 695 0,00 1 144 17,57
2025-07-25 13F Richardson Financial Services Inc. 172 0,00 73 16,13
2025-08-13 13F PineBridge Investments, L.P. 848 360
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 48 852 −1,02 20 742 16,38
2025-07-22 13F Three Bridge Wealth Advisors, LLC 17 386 −1,75 7 382 15,53
2025-07-30 13F BlueChip Wealth Advisors LLC 3 800 0,00 1 613 17,57
2025-08-12 13F YANKCOM Partnership 2 182 −0,23 927 17,36
2025-08-07 13F Rossmore Private Capital 4 421 −0,32 1 877 17,24
2025-07-29 13F William Blair Investment Management, Llc 0 −100,00 0
2025-08-01 13F Oarsman Capital, Inc. 18 649 −5,18 7 918 11,51
2025-07-29 13F Calamos Wealth Management LLC 13 266 14,23 5 632 34,32
2025-07-28 13F Nvest Financial, LLC 40 215 −0,70 17 074 16,76
2025-07-31 13F Planning Center, Inc. 1 013 −32,33 430 −20,37
2025-08-12 13F Wood Tarver Financial Group, LLC 846 0,00 0 −100,00
2025-07-28 13F IFG Advisors, LLC 5 145 2,45 2 184 20,46
2025-07-25 13F McNamara Financial Services, Inc. 1 518 0,00 645 17,52
2025-07-08 13F Gallacher Capital Management LLC 4 000 −0,89 1 698 16,54
2025-08-13 13F Wellspring Financial Advisors, LLC 75 632 −4,81 32 112 11,93
2025-08-14 13F Allred Capital Management, LLC 1 932 0,00 820 17,65
2025-07-30 13F EnRich Financial Partners LLC 1 965 0,00 834 17,63
2025-08-14 13F Pennington Partners & Co., Llc 2 013 0,00 855 17,63
2025-08-13 13F Natixis Advisors, L.p. 273 670 −52,80 116 −44,50
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-09-11 13F Silicon Valley Capital Partners 3 029 0,10 1 286 17,89
2025-07-31 13F First Business Financial Services, Inc. 205 395 −0,16 87 207 17,39
2025-04-14 13F Regent Peak Wealth Advisors LLC 39 405 −1,90 14 229 −11,79
2025-07-23 13F Tcfg Wealth Management, Llc 1 380 92,47 586 126,74
2025-08-13 13F Walleye Trading LLC Put 2 400 1 019
2025-08-06 13F Vestmark Advisory Solutions, Inc. 12 218 5 187
2025-08-13 13F Walleye Trading LLC Call 14 900 0,00 6 326 17,58
2025-07-09 13F Finley Financial, LLC 30 815 −4,55 13 083 10,51
2025-07-17 13F First County Bank /CT/ 983 0,20 417 17,80
2025-07-25 13F Sequoia Financial Advisors, LLC 22 228 −5,42 9 438 11,21
2025-07-22 13F Simplicity Wealth,LLC 29 785 36,70 12 646 60,73
2025-07-25 13F M.e. Allison & Co., Inc. 646 0,00 274 17,60
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 3 768 −7,76 1 600 8,41
2025-07-16 13F Randolph Co Inc 503 214
2025-08-08 13F Glassman Wealth Services 4 614 −2,66 1 959 14,44
2025-08-05 13F Key FInancial Inc 10 606 0,36 4 503 18,03
2025-04-21 13F Janney Capital Management LLC 0 −100,00 0
2025-07-14 13F Occidental Asset Management, LLC 42 349 −1,29 17 981 16,07
2025-08-08 13F Horrell Capital Management, Inc. 450 0,00 191 17,90
2025-05-15 13F Tanaka Capital Management Inc 149 0,00 0
2025-07-28 13F Ritholtz Wealth Management 3 405 32,34 1 446 55,54
2025-07-21 13F Exchange Capital Management, Inc. 653 7,05 277 25,91
2025-07-24 13F Fulcrum Capital LLC 597 0,00 253 17,67
2025-07-24 13F Capital Advisors, Ltd. LLC 147 458 −0,10 63 16,98
2025-07-23 13F Prasad Wealth Partners, LLC 835 0,12 355 17,61
2025-07-08 13F Heartwood Wealth Advisors LLC 2 916 −0,92 1 238 16,57
2025-05-01 13F Fulton Breakefield Broenniman Llc 0 −100,00 0 −100,00
2025-07-21 13F HighMark Wealth Management LLC 69 60,47 29 93,33
2025-07-23 13F Viewpoint Capital Management LLC 362 0,00 154 17,69
2025-07-18 13F Consolidated Planning Corp 12 781 −0,35 5 427 17,17
2025-07-25 13F Stephens Consulting, LLC 7 170 −0,14 3 044 17,44
2025-07-30 13F Probity Advisors, Inc. 1 069 −36,03 454 −24,88
2025-07-09 13F Chesley Taft & Associates LLC 6 508 2,46 2 763 20,50
2025-07-21 13F Pacific Financial Group Inc 3 172 0,00 1 347 17,55
2025-08-12 13F Deutsche Bank Ag\ 97 313 0,19 41 317 17,80
2025-08-14 13F Ameriprise Financial Inc 1 499 825 −5,53 637 382 11,20
2025-07-09 13F Breakwater Capital Group 37 059 0,88 15 735 18,61
2025-08-05 13F ALM First Financial Advisors, LLC 7 285 0,00 2 545 17,61
2025-07-25 13F Dynamic Financial Group 13 823 −2,81 5 869 14,27
2025-07-15 13F Mainstream Capital Management LLC 10 111 −1,77 4 293 15,50
2025-08-13 13F Quantbot Technologies LP 6 872 2 918
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 1 935 0,00 822 23,46
2025-07-08 13F Richard P Slaughter Associates Inc 791 32,27 336 55,81
2025-07-02 13F InvesTrust 9 163 0,19 3 890 17,81
2025-08-08 13F Mv Capital Management, Inc. 174 992 −4,72 74 298 12,03
2025-08-13 13F M&t Bank Corp 2 560 776 1,10 1 087 303 18,90
2025-08-13 13F Benedict Financial Advisors Inc 1 824 0,00 774 17,63
2025-08-01 13F Bank of Jackson Hole Trust 25 585 32,86 10 863 42,96
2025-07-31 13F Trademark Financial Management, LLC 4 904 −19,95 2 082 −5,92
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 710 2,16 302 19,44
2025-07-10 13F Financial Management Network Inc 3 686 0,00 1 579 31,39
2025-07-22 13F DT Investment Partners, LLC 59 017 0,00 25 057 17,58
2025-08-08 13F IMA Wealth, Inc. 784 −13,85 333 1,22
2025-08-12 13F Braun Stacey Associates Inc 899 −25,52 382 −12,41
2025-08-06 13F Legacy Wealth Managment, LLC/ID 465 0,00 197 17,96
2025-08-13 13F Capital Research Global Investors 658 2,65 277 19,91
2025-04-28 13F Boulder Wealth Advisors, LLC 60 603 −0,67 21 883 −10,69
2025-07-23 13F Roundview Capital LLC 804 0,00 341 17,59
2025-08-05 13F Bridgewater Advisors Inc. 1 763 0,00 774 19,81
2025-08-13 13F Alerus Financial Na 59 25
2025-07-14 13F Lee-Kelleher Wealth Management 7 516 −0,56 3 191 16,93
2025-08-07 13F BHK Investment Advisors, LLC 3 686 2,79 1 565 20,87
2025-08-12 13F OneAscent Financial Services LLC 723 0
2025-07-25 13F Muirfield Wealth Advisors Llc 1 981 0,10 841 17,79
2025-07-30 13F Caliber Wealth Management, LLC / KS 76 709 739,91 32 569 887,81
2025-07-07 13F LBJ Family Wealth Advisors, Ltd. 102 098 −0,09 43 19,44
2025-07-17 13F One Wealth Advisors, LLC 34 546 −1,30 14 668 16,05
2025-07-15 13F Cassia Capital Partners, LLC 1 980 0,00 841 17,65
2025-08-08 13F Advisory Resource Group 3 273 −4,52 1 390 12,29
2025-08-06 13F Golden State Wealth Management, LLC 2 824 2,95 1 199 21,11
2025-07-11 13F Bond & Devick Financial Network, Inc. 574 244
2025-08-08 13F First Western Trust Bank 16 068 −6,79 6 822 9,61
2025-08-15 13F Lgl Partners, Llc 1 414 0,14 625 22,79
2025-07-22 13F Alta Wealth Advisors LLC 12 735 0,20 5 407 17,80
2025-08-08 13F Grandfield & Dodd, Llc 777 6,58 330 25,10
2025-07-17 13F LVW Advisors, LLC 797 0,13 338 17,77
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-07-10 13F Marshall Financial Group LLC 625 266
2025-07-22 13F Sage Financial Group Inc 29 307 −0,13 12 443 17,43
2025-07-14 13F BlueSky Wealth Advisors, LLC 1 178 0,00 500 17,65
2025-07-31 13F AlTi Global, Inc. 24 610 9,42 10 455 28,74
2025-08-11 13F Delta Asset Management Llc/tn 153 −1,29 65 16,36
2025-08-11 13F October Effect Ltd 4 049 1 719
2025-08-14 13F Goodwin Investment Advisory 523 222
2025-08-04 13F Mayflower Financial Advisors, LLC 1 296 −36,22 550 −24,97
2025-07-15 13F Fortitude Family Office, LLC 924 0,00 392 17,72
2025-07-11 13F Matthew Goff Investment Advisor, LLC 1 662 0,00 706 17,50
2025-08-05 13F Frederick Financial Consultants, LLC 20 549 −0,34 8 725 17,18
2025-07-16 13F Stephenson National Bank & Trust 2 861 52,99 1 215 79,85
2025-08-14 13F Fiduciary Trust Co 22 032 7,34 9 354 26,22
2025-08-13 13F Tranquilli Financial Advisor LLC 0 −100,00 0
2025-08-14 13F Bbr Partners, Llc 10 719 13,02 4 551 32,89
2025-07-10 13F Voisard Asset Management Group, Inc. 4 954 280,20 2 103 347,45
2025-08-08 13F MTM Investment Management, LLC 12 448 1,05 5 285 17,92
2025-07-14 13F Maryland Capital Advisors Inc. 6 543 0,00 2 778 17,61
2025-08-05 13F Commonwealth Retirement Investments LLC 1 674 0,00 711 17,55
2025-08-14 13F Xponance, Inc. 26 555 104,87 11 275 140,90
2025-07-23 13F Watershed Private Wealth Llc 3 716 12,61 1 578 32,41
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 88 614 0,66 37 624 18,36
2025-07-01 13F First National Bank Sioux Falls 7 036 −0,14 2 987 17,41
2025-07-29 13F Horst & Graben Wealth Management LLC 1 070 −0,56 454 17,01
2025-08-15 13F Provenance Wealth Advisors, LLC 18 598 −12,10 7 896 3,36
2025-08-13 13F Vance Wealth, Inc. 11 398 78,40 4 839 109,84
2025-08-13 13F Gamco Investors, Inc. Et Al 3 570 0,00 1 516 17,53
2025-04-15 13F Transform Wealth, LLC 1 120 −15,60 404 −24,06
2025-07-15 13F Capstone Wealth Management Group LLC 543 231
2025-08-21 13F Clarion Wealth Managment Partners, LLC 10 697 4 542
2025-07-22 13F Gemmer Asset Management LLC 1 284 43,30 545 68,73
2025-07-15 13F Well Done, LLC 1 612 0,00 684 5,72
2025-07-18 13F Cooper Financial Group 5 479 −4,91 2 326 11,83
2025-07-25 13F Iron Financial, LLC 1 241 10,70 527 30,20
2025-08-01 13F Advisory Alpha, LLC 2 038 3,61 865 21,83
2025-08-12 13F Osborne Partners Capital Management, Llc 14 295 −0,21 6 069 17,34
2025-07-16 13F TCI Wealth Advisors, Inc. 1 908 1,06 810 18,94
2025-07-25 13F Gordian Advisors LLC 1 204 0,00 511 17,74
2025-07-22 13F MBL Wealth, LLC 4 366 4,68 1 854 23,04
2025-07-25 13F Lodestar Private Asset Management Llc 1 891 −6,20 803 10,32
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 15 264 38,63 6 481 63,02
2025-08-11 13F Estate Counselors, LLC 12 701 395,94 5 393 483,55
2025-08-07 13F Wilkins Investment Counsel Inc 600 −33,99 255 −22,56
2025-08-14 13F Compass Wealth Management, LLC/GA 736 312
2025-07-21 13F Cape Cod Five Cents Savings Bank 790 0,00 297 0,00
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 12 130 1,31 5 150 19,11
2025-08-07 13F Kestra Private Wealth Services, Llc 100 535 −3,06 42 685 13,98
2025-08-14 13F Evergreen Wealth Solutions, LLC 0 −100,00 0
2025-08-01 13F Equita Financial Network, Inc. 768 0,00 326 17,33
2025-07-31 13F Hartford Financial Management Inc. 1 532 0,00 650 17,54
2025-08-13 13F Boston Family Office Llc 1 403 0,00 1
2025-07-15 13F Floyd Financial Group Llc 600 0,00 257 18,52
2025-08-12 13F Weaver Consulting Group 2 207 0,00 937 17,71
2025-08-11 13F Wealthspire Advisors, LLC 218 300 −0,88 92 686 16,55
2025-07-10 13F High Net Worth Advisory Group LLC 803 0,00 341 17,65
2025-07-25 13F M3 Advisory Group, LLC 822 0,00 349 17,57
2025-07-16 13F RWM Asset Management, LLC 1 136 482
2025-07-07 13F Global Wealth Strategies & Associates 476 −4,03 202 12,85
2025-08-07 13F Roberts Glore & Co Inc /il/ 1 076 0,00 457 17,53
2025-08-06 13F Geometric Wealth Advisors 562 239
2025-07-16 13F Perigon Wealth Management, LLC 19 037 15,64 8 083 35,97
2025-08-11 13F GW&K Investment Management, LLC 1 093 0,00 0
2025-07-25 13F Ccg Wealth Management, Llc 5 252 −7,01 2 230 9,32
2025-08-14 13F CoreCap Advisors, LLC 2 118 −19,56 899 −5,37
2025-07-29 13F Latitude Advisors, LLC 4 459 63,45 1 893 92,18
2025-07-10 13F YHB Investment Advisors, Inc. 2 017 1,87 856 19,89
2025-08-12 13F J.w. Cole Advisors, Inc. 25 303 21,07 10 743 42,37
2025-08-14 13F/A Barclays Plc 24 025 2 442,33 10
2025-08-14 13F Aureus Asset Management, LLC 888 0,00 377 17,81
2025-04-22 13F Rappaport Reiches Capital Management, LLC 1 307 6,52 472 −4,27
2025-07-08 13F Ballew Advisors, Inc 3 043 −1,10 1 303 21,10
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-07-15 13F Retirement Income Solutions, Inc 44 279 −4,09 18 800 12,77
2025-07-31 13F GLOBALT Investments LLC / GA 937 942 −3,05 398 232 14,00
2025-08-14 13F Menora Mivtachim Holdings Ltd. 1 007 0,00 428 17,63
2025-08-14 13F Tandem Financial, LLC 10 251 −45,96 4 353 −36,47
2025-07-16 13F MKT Advisors LLC 914 0,00 384 28,86
2025-07-14 13F Golden State Equity Partners 2 872 15,57 1 219 35,90
2025-08-13 13F Oxler Private Wealth LLC 1 842 0,05 782 17,77
2025-08-06 13F Able Wealth Management LLC 6 722 −34,52 2 854 −23,02
2025-08-08 13F Hartland & Co., LLC 558 416 −1,78 237 092 15,49
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 753 320
2025-08-12 13F Auxano Advisors, LLC 708 0,00 301 17,65
2025-04-11 13F Permanent Capital Management, LP 8 753 0,00 3 161 −10,10
2025-05-29 NP SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 273 923 492,73 98 911 432,98
2025-07-08 13F Little House Capital Llc 1 822 −5,60 774 11,06
2025-07-21 13F Jackson Wealth Management, LLC 19 941 8 467
2025-07-25 13F Johnson Investment Counsel Inc 112 779 14,89 47 884 35,09
2025-07-09 13F Navigation Wealth Management, Inc. 741 315
2025-07-25 13F Verdence Capital Advisors LLC 11 760 −2,06 4 993 15,18
2025-03-18 13F Thoma Capital Management LLC 705 283
2025-07-21 13F Zwj Investment Counsel Inc 913 −12,04 388 3,48
2025-07-28 13F Naviter Wealth, LLC 2 618 0,00 1 112 17,82
2025-07-16 13F Northern Oak Wealth Management Inc 4 518 −2,19 1 918 15,06
2025-08-12 13F MAI Capital Management 398 651 −5,20 169 259 11,47
2025-07-25 13F LRI Investments, LLC 1 522 −40,80 646 −30,39
2025-08-18 13F/A Kestra Investment Management, LLC 1 424 −2,40 605 14,83
2025-07-11 13F Prosperity Planning, Inc. 2 301 0,00 977 17,59
2025-08-12 13F Westfield Capital Management Co Lp 0 −100,00 0
2025-07-31 13F City State Bank 1 066 −1,84 453 15,31
2025-07-22 13F Global Assets Advisory, LLC 625 −67,29 263 −60,48
2025-07-21 13F Ameritas Advisory Services, LLC 94 750 −22,58 40 229 −12,28
2025-07-10 13F Charter Oak Capital Management, LLC 1 459 0,00 619 17,68
2025-07-15 13F Norden Group Llc 2 462 9,71 1 045 29,01
2025-08-06 13F Nicholas Hoffman & Company, LLC. 2 196 −0,09 933 17,53
2025-08-14 13F Visionary Wealth Advisors 55 118 1,19 23 402 18,98
2025-07-30 13F Greatmark Investment Partners, Inc. 2 988 0,00 1 269 17,63
2025-06-25 NP WCCFX - Wells Fargo WealthBuilder Conservative Allocation Fund Class C 488 5,17 179 −5,82
2025-07-17 13F Wolff Wiese Magana Llc 612 0,00 260 17,73
2025-08-13 13F Denver Wealth Management, Inc. 33 022 2,88 14 021 20,98
2025-07-30 13F Wbh Advisory Inc 1 075 0,00 456 17,53
2025-07-21 13F/A Abacus Planning Group, Inc. 925 0,00 393 17,72
2025-07-03 13F First Hawaiian Bank 3 887 0,00 1 650 17,61
2025-05-13 13F Elevation Capital Advisory, LLC 0 −100,00 0
2025-07-25 13F Integrated Capital Management, Inc. 6 221 −2,12 2 641 15,08
2025-07-14 13F E&G Advisors, LP 104 518 −0,54 44 327 16,90
2025-07-18 13F Impact Capital Partners LLC 1 275 3,74 541 22,12
2025-08-08 13F Oak Harvest Investment Services 629 −8,44 267 7,66
2025-08-13 13F Fisher Asset Management, LLC 6 401 −27,60 2 718 −14,85
2025-05-30 NP J.p. Morgan Access Multi-strategy Fund Ii 10 0,00 4 −25,00
2025-08-08 13F Sustainable Growth Advisers, LP 17 256 −7,04 7 327 9,31
2025-07-29 13F Stratos Wealth Advisors, LLC 6 421 −2,82 2 726 14,30
2025-07-10 13F Secure Asset Management, LLC 4 933 −10,21 2 094 5,60
2025-07-11 13F Pinnacle Bancorp, Inc. 1 089 0,00 462 17,56
2025-07-22 13F Plimoth Trust Co Llc 925 393
2025-07-24 13F Callan Family Office, LLC 80 572 24,01 34 209 45,82
2025-08-05 13F Texas Bank & Trust Co 7 261 −0,27 3 083 17,23
2025-08-14 13F EP Wealth Advisors, Inc. 180 225 0,96 76 520 18,72
2025-07-14 13F AdvisorNet Financial, Inc 9 850 −33,96 4 182 −22,34
2025-07-23 13F Independent Solutions Wealth Management, LLC 3 999 1,60 1 686 19,17
2025-08-05 13F Crestwood Advisors Group LLC 11 721 −2,39 4 977 14,76
2025-05-08 13F Federated Hermes, Inc. 0 −100,00 0
2025-07-28 13F Chesapeake Wealth Management 544 231
2025-08-01 13F Belvedere Trading LLC Call 1 100 −57,69 467 −50,21
2025-05-08 13F Aegis Wealth Management LLC 0 −100,00 0
2025-08-01 13F Belvedere Trading LLC Put 100 −75,00 42 −70,83
2025-07-09 13F PFW Advisors LLC 66 710 −3,47 28 324 13,50
2025-07-25 13F PrairieView Partners, LLC 3 583 −2,29 2 0,00
2025-07-29 13F Northwest Quadrant Wealth Management, LLC 1 082 0,09 459 17,69
2025-08-11 13F Independent Advisor Alliance 5 826 4,22 2 474 22,55
2025-07-24 13F Acima Private Wealth, Llc 1 829 0,00 777 17,58
2025-07-18 13F Warren Street Wealth Advisors, LLC 1 433 107,38 608 144,18
2025-08-12 13F Pathstone Holdings, LLC 321 419 13,86 116 779 14,40
2025-07-17 13F Genesis Private Wealth, Llc 31 546 −0,66 13 394 16,81
2025-08-13 13F F/M Investments LLC 939 −1,98 399 15,36
2025-07-14 13F Parkshore Wealth Management, Inc. 2 739 −3,01 1 163 14,13
2025-07-15 13F Smith & Howard Wealth Management, LLC 17 497 −4,85 7 429 11,88
2025-07-16 13F Diversified Enterprises, LLC 3 185 1,89 1 352 19,86
2025-08-14 13F Vista Capital Partners, Inc. 8 718 17,35 3 701 37,99
2025-07-23 13F Cfm Wealth Partners Llc 20 008 5,68 8 495 24,25
2025-08-11 13F Lowe Brockenbrough & Co Inc 15 738 1,20 6 682 19,00
2025-07-29 13F TFC Financial Management 2 475 0,00 1 051 17,69
2025-08-12 13F Legacy Financial Group, Inc. 10 487 1,28 4 453 19,10
2025-08-13 13F Portfolio Design Labs, LLC 0 −100,00 0
2025-08-14 13F Hancock Whitney Corp 10 867 148,22 4 614 191,96
2025-07-22 13F Noble Family Wealth, LLC 8 580 15,46 3 643 35,74
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 11 201 −1,56 4 756 15,75
2025-08-13 13F Polen Capital Management Llc 225 609 −41,48 95 789 −31,19
2025-07-31 13F Opes Wealth Management LLC 19 266 14,57 8 180 34,74
2025-07-08 13F Lowe Wealth Advisors, LLC 6 0,00 3 0,00
2025-08-06 13F Rps Advisory Solutions Llc 645 274
2025-08-13 13F Luminist Capital LLC 30 0,00 13 20,00
2025-08-04 13F Heritage Investors Management Corp 2 016 −0,98 1
2025-08-14 13F/A Rockefeller Capital Management L.P. 864 802 3,26 367 821 21,63
2025-08-06 13F Founders Financial Securities Llc 3 320 0,76 1 409 17,42
2025-07-09 13F Thrive Wealth Management, LLC 2 719 4,22 1 154 22,51
2025-07-23 13F Litman Gregory Asset Management LLC 5 307 570,92 2 253 690,53
2025-05-02 13F Cable Hill Partners, LLC 1 679 −7,65 616 −15,75
2025-08-13 13F Baker Avenue Asset Management, LP 194 267 −0,12 82 482 17,44
2025-08-13 13F JT Stratford LLC 1 322 561
2025-08-08 13F Bailard, Inc. 3 299 3,13 1 401 21,21
2025-07-30 13F Benin Management CORP 477 −19,97 203 −6,05
2025-04-30 13F Sofos Investments, Inc. 371 −17,74 134 −18,90
2025-08-12 13F Hanover Advisors Inc 1 869 0,00 794 17,66
2025-07-23 13F Winthrop Advisory Group LLC 48 256 14,93 20 489 35,15
2025-07-25 13F Cwm, Llc 83 867 5,98 36 25,00
2025-07-15 13F DSG Capital Advisors, LLC 11 140 0,00 4 730 17,58
2025-08-13 13F Mayfair Advisory Group, LLC 920 −2,85 410 20,23
2025-08-14 13F Connecticut Wealth Management, LLC 28 604 −0,11 12 145 17,45
2025-08-06 13F New Millennium Group LLC 1 476 0,00 627 17,67
2025-08-14 13F STAR Financial Bank 47 349 5,10 20 103 23,57
2025-08-11 13F Frank, Rimerman Advisors LLC 8 111 0,00 3 444 17,59
2025-07-29 13F Angeles Wealth Management, Llc 9 666 7,09 4 104 25,93
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 3 136 −0,44 1 331 17,06
2025-08-19 13F Anchor Investment Management, LLC 1 965 −0,61 834 16,97
2025-07-22 13F Belpointe Asset Management LLC 8 317 −2,41 3 531 14,75
2025-07-08 13F Lpwm Llc 1 000 0,00 425 17,45
2025-07-14 13F LaFleur & Godfrey LLC 720 0,00 306 17,76
2025-08-14 13F Mission Creek Capital Partners, Inc. 1 263 −2,17 536 15,02
2025-07-16 13F Wealth Group Ltd 474 201
2025-08-14 13F Colony Group, LLC 756 869 −4,34 321 352 12,48
2025-07-09 13F Tounjian Advisory Partners, Llc 698 0,00 252 0,00
2025-07-21 13F Crews Bank & Trust 293 0,00 124 18,10
2025-07-09 13F Fragasso Group Inc. 740 0,14 314 18,05
2025-07-24 13F Greenwood Gearhart Inc 3 575 −2,56 1 518 14,58
2025-08-11 13F Great Lakes Advisors, Llc 11 118 −11,85 4 720 3,65
2025-08-19 13F MRP Capital Investments, LLC 393 0,00 167 17,73
2025-08-14 13F JPL Wealth Management, LLC 1 305 0,00 554 17,62
2025-07-10 13F Arbor Wealth Advisors LLC 550 234
2025-07-23 13F Wise Wealth Partners 1 269 −6,62 539 9,80
2025-08-14 13F Balyasny Asset Management Llc 0 −100,00 0 −100,00
2025-07-22 13F Penobscot Investment Management Company, Inc. 1 303 −0,99 553 16,42
2025-07-28 13F WJ Wealth Management, LLC 480 204
2025-07-31 13F FSM Wealth Advisors, LLC 1 359 −2,16 578 15,37
2025-07-07 13F Wilson & Boucher Capital Management, LLC 940 0,00 399 17,70
2025-08-06 13F SOUTH STATE Corp 8 714 −8,99 3 700 7,00
2025-08-12 13F BlackRock, Inc. 1 056 047 −13,36 448 376 1,87
2025-08-18 13F Pacific Center for Financial Services 673 0,00 286 17,28
2025-08-13 13F Wealthquest Corp 910 0,00 386 17,68
2025-07-16 13F LS Investment Advisors, LLC 3 016 0,00 1 281 17,54
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 535 0,00 227 17,62
2025-07-16 13F Brave Asset Management Inc 752 0,00 319 17,71
2025-07-29 13F Activest Wealth Management 3 259 0,18 1 384 17,80
2025-08-07 13F Tfo-tdc, Llc 17 767 0,02 7 544 17,60
2025-07-08 13F Partnership Wealth Management, LLC 18 058 5,38 7 667 23,92
2025-07-18 13F Parsons Capital Management Inc/ri 2 131 0,00 905 17,56
2025-08-12 13F South Plains Financial, Inc. 1 529 0,00 649 17,57
2025-07-30 13F Capital Wealth Alliance, LLC 2 157 −2,97 916 14,09
2025-07-15 13F Ballentine Partners, LLC 56 811 −0,25 24 121 17,29
2025-08-13 13F American Money Management, LLC 1 481 −2,69 629 14,39
2025-07-31 13F Future You Wealth Llc 774 0,00 329 17,56
2025-07-17 13F Stephens Group Asset Management, Llc 197 650 7,00 83 918 25,81
2025-08-05 13F BEAM Asset Management, LLC 12 370 −19,98 5 252 −5,90
2025-07-11 13F Thomasville National Bank 4 664 −4,93 1 980 11,80
2025-08-14 13F Dagco, Inc. 1 507 0,00 640 17,46
2025-07-18 13F Pacific Point Advisors, LLC 1 893 0,00 804 17,57
2025-07-28 13F JGP Wealth Management, LLC 853 0,00 362 17,53
2025-08-12 13F TCTC Holdings, LLC 100 0,00 42 16,67
2025-07-31 13F Burke & Herbert Bank & Trust Co 7 426 −0,93 3 153 16,48
2025-07-17 13F Willow Creek Wealth Management Inc. 4 392 −0,32 1 865 17,23
2025-08-18 13F Tactive Advisors, LLC 4 427 1 880
2025-08-06 13F Atlantic Union Bankshares Corp 7 071 3 002
2025-07-23 13F Narwhal Capital Management 31 350 0,95 13 311 18,70
2025-08-15 13F Northeast Financial Consultants Inc 10 255 −0,01 4 354 17,58
2025-07-25 13F Allspring Global Investments Holdings, LLC 112 389 −41,51 47 216 −32,47
2025-08-13 13F Ted Buchan & Co 929 394
2025-07-17 13F Chicago Capital, LLC 3 001 7,52 1 274 26,42
2025-08-13 13F Shelton Capital Management 1 419 0,00 602 17,58
2025-08-14 13F Glen Eagle Advisors, LLC 1 572 −0,76 667 16,81
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 890 −52,05 378 −43,73
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 3 429 0,06 1 456 17,62
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 11 795 −0,25 5 006 17,26
2025-06-26 NP TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 215 697 −13,85 79 116 −22,80
2025-07-01 13F Harbor Investment Advisory, Llc 13 240 0,06 5 622 17,67
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 0 −100,00 0
2025-08-13 13F Generation Capital Management LLC 1 126 44,36 478 70,11
2025-05-14 13F/A Miramar Fiduciary Corp 3 097 405
2025-07-09 13F Epiq Partners, Llc 28 272 −6,20 12 004 10,29
2025-08-04 13F IFG Advisory, LLC 16 409 5,99 6 967 24,62
2025-08-04 13F Waterfront Wealth Inc. 2 878 0,00 1 222 17,52
2025-08-01 13F Stuart Chaussee & Associates, Inc. 1 129 0,00 479 17,69
2025-08-15 13F SkyView Investment Advisors, LLC 4 353 −5,02 2 0,00
2025-07-24 13F KC Investment Advisors, LLC 1 613 0,00 685 17,53
2025-07-11 13F Skyline Advisors, Inc. 1 083 0,09 460 17,69
2025-07-31 13F Cornerstone Management, Inc. 698 0,00 296 17,46
2025-08-12 13F Beaton Management Co. Inc. 6 034 0,42 3 0,00
2025-08-12 13F Argent Trust Co 25 626 1,11 10 880 18,89
2025-07-11 13F Harbour Capital Advisors, LLC 17 102 −5,52 7 243 15,50
2025-07-28 13F Private Wealth Asset Management, LLC 3 739 −3,11 1 588 13,93
2025-04-21 13F O'Dell Group, LLC 0 −100,00 0
2025-07-14 13F Proathlete Wealth Management Llc 101 770 43,74 43 226 68,99
2025-08-08 13F Tortoise Investment Management, LLC 2 928 0,00 1 243 17,60
2025-07-16 13F/A CX Institutional 157 447 10,35 67 29,41
2025-07-17 13F Alliance Wealth Advisors, LLC 1 397 −0,71 593 16,73
2025-07-18 13F QTR Family Wealth, LLC 750 0,00 319 17,78
2025-07-15 13F Bnc Wealth Management, Llc 521 221
2025-07-14 13F Baring Financial LLC 1 796 0,00 763 17,59
2025-07-29 13F Sincerus Advisory, LLC 2 323 −3,25 1 022 17,90
2025-08-01 13F American Financial & Tax Strategies Inc 3 499 −5,51 1 486 11,07
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 5 573 56,33 2 366 83,84
2025-08-08 13F Cedar Wealth Management, LLC 832 0,00 353 17,67
2025-07-25 13F Parker Financial LLC 2 045 −6,41 868 10,15
2025-07-28 13F Duncker Streett & Co Inc 310 0,00 132 18,02
2025-07-17 13F Venture Visionary Partners LLC 24 473 0,30 10 391 17,92
2025-08-06 13F Hallmark Capital Management Inc 1 779 −10,11 755 5,74
2025-08-15 13F Fidelity D & D Bancorp Inc 16 106 20,70 6 838 41,93
2025-07-17 13F Moss Adams Wealth Advisors LLC 6 294 −14,81 2 672 0,19
2025-07-11 13F Seacrest Wealth Management, Llc 7 966 −0,78 3 382 16,66
2025-08-05 13F Sigma Planning Corp 15 467 −4,97 6 567 11,74
2025-07-18 13F Financial Consulate, Inc 1 070 454
2025-08-01 13F Anson Capital, Inc. 2 200 0,00 934 17,63
2025-08-12 13F Steward Partners Investment Advisory, Llc 235 596 1,35 100 029 19,17
2025-08-13 13F Forthright Family Wealth Advisory LLC 2 068 1,08 878 18,97
2025-07-28 13F Perfromance Wealth Partners, LLC 4 901 −0,20 2 081 17,32
2025-08-14 13F DecisionPoint Financial, LLC 1 134 −13,30 476 0,85
2025-08-19 13F Newbridge Financial Services Group, Inc. 7 182 −5,14 3 049 11,56
2025-07-29 13F Sigma Investment Counselors Inc 10 928 −2,95 4 640 14,12
2025-08-27 13F/A Putney Financial Group LLC 25 0,00 11 11,11
2025-07-22 13F VAUGHAN & Co SECURITIES, INC. 53 176 2,24 22 577 20,21
2025-07-22 13F Peoples Bank /oh 1 245 −0,08 529 17,59
2025-07-18 13F BSW Wealth Partners 4 019 0,00 1 706 17,57
2025-07-16 13F Five Oceans Advisors 506 −22,75 215 −9,32
2025-08-14 13F Wharton Business Group, LLC 9 349 0,65 4 0,00
2025-07-09 13F Fermata Advisors, LLC 7 288 −85,77 3 094 −83,27
2025-08-08 13F Larson Financial Group LLC 2 240 1,36 951 19,17
2025-08-13 13F Custom Index Systems, Llc 10 880 1,08 4 619 18,86
2025-08-06 13F Simmons Bank 80 080 −3,72 34 000 13,21
2025-07-07 13F Trust Co 674 −0,15 286 17,70
2025-08-13 13F RFP Financial Group LLC 3 509 −15,14 1 490 −0,27
2025-07-21 13F TFG Advisers LLC 574 0,17 244 17,96
2025-08-14 13F Widmann Financial Services, Inc. 13 398 4,08 5 688 22,38
2025-08-05 13F Fortress Wealth Group, LLC 748 0,00 329 20,07
2025-07-10 13F PMV Capital Advisers, LLC 5 2
2025-07-28 13F Holistic Planning, LLC 1 582 47,44 672 73,39
2025-08-11 13F Landaas & Co /wi /adv 19 824 0,45 8 417 18,12
2025-07-29 13F Northeast Investment Management 4 666 0,00 1 981 17,64
2025-07-29 13F Flavin Financial Services, Inc. 0 −100,00 0
2025-07-15 13F Home Federal Bank Of Tennessee 4 960 0,00 2 106 17,53
2025-07-15 13F Accurate Wealth Management, LLC 1 366 31,22 586 60,71
2025-07-09 13F Orser Capital Management, Llc 9 232 125,50 3 920 165,16
2025-08-14 13F Prestige Wealth Management Group LLC 847 0,00 360 17,70
2025-07-23 13F Dempze Nancy E 1 600 0,00 679 17,68
2025-08-28 NP RULE - Adaptive Core ETF 972 −11,48 413 4,04
2025-08-13 13F Scotia Capital Inc. 0 −100,00 0
2025-08-11 13F NewEdge Wealth, LLC 116 135 1,66 51 366 24,52
2025-08-08 13F Citizens Financial Group Inc/ri 37 264 1,51 15 821 19,36
2025-07-28 13F Cutler Investment Counsel Llc 488 207
2025-07-24 13F Dsm Capital Partners Llc 675 −18,97 287 −4,67
2025-08-12 13F Choate Investment Advisors 39 380 6,91 16 720 25,71
2025-08-20 13F/A Coppell Advisory Solutions LLC 1 173 495
2025-08-04 13F Grant Street Asset Management, Inc. 4 588 4,06 1 948 22,38
2025-07-01 13F Stonehearth Capital Management, LLC 1 812 0,00 769 17,58
2025-07-30 13F Schnieders Capital Management Llc 4 253 24,94 1 806 46,87
2025-08-04 13F Carret Asset Management, Llc 3 601 −6,03 1 529 10,48
2025-07-08 13F Parallel Advisors, LLC 28 937 2,18 12 286 20,15
2025-05-02 13F BluePointe Capital Management, LLC 51 821 97,38 18 712 77,48
2025-08-12 13F Real Talk Capital, LLC 1 416 3,21 601 21,41
2025-08-12 13F Wernau Asset Management Inc. 1 132 0,00 481 17,65
2025-08-12 13F Farmers National Bank 3 070 −2,29 1 303 14,90
2025-07-22 13F Luken Investment Analytics, LLC 225 0,00 95 17,28
2025-05-05 13F PCA Investment Advisory Services Inc. 0 −100,00 0
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 1 874 796
2025-08-06 13F Aspetuck Financial Management LLC 800 0,00 340 17,71
2025-08-13 13F Raab & Moskowitz Asset Management LLC 4 076 0,00 1 731 17,61
2025-08-12 13F/A Cozad Asset Management Inc 2 710 0,00 1 150 17,59
2025-08-14 13F GWM Advisors LLC 189 594 −3,11 80 497 13,92
2025-07-31 13F Sequent Asset Management, LLC 700 0,00 297 17,86
2025-08-08 13F Brogan Financial, Inc. 1 857 0,11 788 17,79
2025-08-14 13F Aqr Capital Management Llc 102 636 41,38 43 577 66,24
2025-08-12 13F Prudential Financial Inc 669 827 −7,62 284 395 8,62
2025-07-10 13F Mogy Joel R Investment Counsel Inc 2 1
2025-08-14 13F Talisman Wealth Advisors LLC 14 673 0,08 6 230 17,70
2025-08-05 13F Torray Llc 1 138 0,00 483 17,80
2025-07-09 13F Hiley Hunt Wealth Management 1 205 0,00 512 16,89
2025-08-08 13F Meridian Wealth Management, LLC 8 042 −0,92 3 415 16,48
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-07-18 13F Bourgeon Capital Management Llc 1 350 0,00 573 17,66
2025-08-07 13F Ibex Wealth Advisors 2 135 907
2025-07-15 13F Financial Management Professionals, Inc. 5 770 2 450
2025-08-13 13F Nicolet Advisory Services, Llc 5 501 14,53 2 376 43,85
2025-07-07 13F Accelerate Investment Advisors LLC 735 312
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-04-30 13F Linden Thomas Advisory Services, LLC 0 −100,00 0 −100,00
2025-07-24 13F Blair William & Co/il 249 093 12,90 105 760 32,76
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-08-07 13F Beese Fulmer Investment Management, Inc. 2 070 5,83 879 24,36
2025-08-05 13F Cassaday & Co Wealth Management LLC 12 403 0,00 5 266 17,60
2025-07-25 13F Atria Wealth Solutions, Inc. 11 858 −84,28 5 037 −81,51
2025-08-07 13F Retirement Solution Inc. 1 772 752
2025-04-14 13F Greenspring Advisors, LLC 5 651 −0,84 2 041 −10,84
2025-08-11 13F Poehling Capital Management, LLC 1 632 0,00 693 17,49
2025-07-07 13F OMNI 360 Wealth, Inc. 17 356 −0,05 7 369 17,51
2025-08-15 13F WealthCollab, LLC 462 0,00 196 18,07
2025-07-23 13F Morton Capital Management LLC/CA 3 830 0,00 1 626 17,58
2025-07-24 13F Weaver Capital Management LLC 7 908 0,00 3 357 17,58
2025-05-15 13F Lavaca Capital Llc 0 −100,00 0
2025-08-13 13F Quadrant Capital Group Llc 2 888 −16,41 1 226 −1,68
2025-07-07 13F Horizons Wealth Management 732 0,00 311 17,42
2025-07-29 13F Mb, Levis & Associates, Llc 525 0,00 223 17,99
2025-07-22 13F Apexium Financial, Lp 19 014 1,42 8 073 19,25
2025-07-15 13F Focused Wealth Management, Inc 550 234
2025-08-05 13F Ring Mountain Capital, LLC 1 960 −2,83 851 16,90
2025-07-03 13F Collective Family Office Llc 1 018 −42,81 432 −32,71
2025-07-21 13F Curran Financial Partners, LLC 2 102 13,13 893 33,13
2025-08-07 13F FDx Advisors, Inc. 34 483 −3,55 15 16,67
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-06-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 510 −28,67 187 −35,96
2025-08-06 13F Soltis Investment Advisors LLC 7 033 −9,20 2 986 6,76
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 1 426 17,95 606 38,76
2025-07-21 13F First National Bank & Trust Co Of Newtown 741 0,00 315 17,60
2025-08-13 13F Everstar Asset Management, LLC 1 410 0,00 599 17,49
2025-07-11 13F Orrstown Financial Services Inc 2 753 −0,83 1 169 16,57
2025-08-18 13F Wellington Capital Management, Inc. 511 0
2025-08-04 13F Keybank National Association/oh 217 498 −5,92 92 345 10,62
2025-08-14 13F Seven Mile Advisory 5 887 −1,54 2 500 15,80
2025-07-11 13F SILVER OAK SECURITIES, Inc 12 050 127,70 5 116 168,13
2025-07-23 13F Joel Isaacson & Co., LLC 12 538 7,79 5 323 26,74
2025-08-14 13F Bank Of America Corp /de/ 29 219 044 −4,03 12 405 822 12,84
2025-07-31 13F Waldron Private Wealth LLC 593 071 0,41 251 805 18,06
2025-07-09 13F Dynamic Advisor Solutions LLC 12 712 −8,22 5 397 7,94
2025-07-14 13F Clear Harbor Asset Management, LLC 40 323 1,41 17 120 19,24
2025-07-17 13F Olympus Wealth Management, Llc 25 223 23,32 10 709 45,01
2025-07-16 13F Eastover Investment Advisors LLC 652 0,00 277 17,45
2025-08-07 13F Allworth Financial LP 125 825 −0,76 53 423 17,25
2025-04-10 13F Columbia Asset Management 0 −100,00 0
2025-07-28 13F SFG Wealth Management, LLC. 2 360 0,00 1 002 17,61
2025-08-13 13F Granite Investment Partners, LLC 282 −9,62 120 6,25
2025-08-12 13F Insigneo Advisory Services, Llc 3 020 36,16 1 282 60,25
2025-07-28 13F BRYN MAWR TRUST Co 56 078 −4,78 23 810 11,97
2025-08-07 13F Evoke Wealth, Llc 5 217 521,81 2 215 633,11
2025-08-29 13F Centaurus Financial, Inc. 1 338 6,95 1
2025-08-07 13F King Luther Capital Management Corp 205 −59,33
2025-08-07 13F Grange Capital, LLC 1 049 0,00 445 17,72
2025-08-14 13F Destination Wealth Management 2 916 −8,42 1 238 7,75
2025-07-25 13F Concurrent Investment Advisors, LLC 6 671 11,78 2 832 31,42
2025-08-19 13F Advisory Services Network, LLC 25 280 2,31 11 133 24,78
2025-08-06 13F Wedbush Securities Inc 9 127 −5,57 4 0,00
2025-08-14 13F First Manhattan Co 1 971 11,17 837 30,63
2025-05-06 13F Readystate Asset Management Lp 0 −100,00 0 −100,00
2025-08-06 13F Waverton Investment Management Ltd 1 066 0,00 452 17,71
2025-07-14 13F Toth Financial Advisory Corp 73 0,00 31 15,38
2025-08-04 13F Hantz Financial Services, Inc. 121 562 −7,03 52 8,51
2025-08-11 13F Regal Investment Advisors LLC 5 713 8,92 2 426 28,10
2025-07-25 13F Cypress Capital Group 7 353 −8,20 3 122 7,92
2025-07-30 13F Gables Capital Management Inc. 69 0,00 29 20,83
2025-07-16 13F Pacific Sage Partners, LLC 28 860 11,12 12 253 30,67
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-13 13F Vertex Planning Partners, LLC 800 0,00 340 17,71
2025-07-23 13F Capital Management Associates, Inc 944 −50,00 401 −41,26
2025-08-06 13F/A Headland Capital, LLC 1 207 513
2025-07-16 13F Highline Wealth Partners Llc 3 989 −35,01 1 694 −23,60
2025-07-17 13F Symmetry Partners, LLC 559 0,36 237 17,91
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 805 −1,23 354 27,34
2025-07-08 13F Arlington Trust Co LLC 1 150 0,00 488 17,59
2025-07-29 13F Oxbow Advisors, LLC 549 −3,51 233 13,17
2025-08-13 13F Mount Yale Investment Advisors, LLC 5 452 16,45 2 315 36,92
2025-08-12 13F Tocqueville Asset Management L.p. 5 891 −1,37 2 501 16,00
2025-08-14 13F Jane Street Group, Llc Put 4 100 10,81 1 741 30,24
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 464 495 −7,63 197 215 8,62
2025-07-23 13F Values Added Financial LLC 920 0,00 391 17,47
2025-07-22 13F Olistico Wealth, LLC 495 −4,07 210 12,90
2025-08-14 13F Jane Street Group, Llc Call 86 200 17,76 36 599 38,47
2025-07-18 13F Liberty Capital Management, Inc. 1 465 0,00 622 17,80
2025-08-13 13F Edgestream Partners, L.P. 2 249 −10,18 955 5,53
2025-05-30 NP TPLGX - T. Rowe Price Institutional Large-Cap Core Growth Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 29 202 0,00 10 545 −10,08
2025-08-01 13F Red Lighthouse Investment Management, Llc 250 −35,40 106 −18,46
2025-08-14 13F BTG Pactual Asset Management US LLC 170 849 −4,00 72 539 12,87
2025-07-15 13F Total Wealth Planning, Llc 27 951 296,36 11 867 366,10
2025-07-28 13F Arlington Financial Advisors, LLC 1 190 −58,00 505 −50,59
2025-08-07 13F M. Kulyk & Associates, LLC 3 144 0,00 1 335 17,53
2025-07-07 13F St. Clair Advisors, LLC 2 536 −7,48 1 077 8,80
2025-07-22 13F Merit Financial Group, LLC 17 245 3,62 7 322 21,83
2025-08-04 13F Wolverine Asset Management Llc 2 800 18 566,67 1 189 23 660,00
2025-08-12 13F Rhumbline Advisers 27 128 −47,99 11 518 −38,85
2025-08-13 13F Wealthedge Investment Advisors, Llc 3 503 −23,47 1 488 −9,99
2025-07-17 13F Enclave Advisors LLC 9 913 0,00 4 209 17,57
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 9 355 −1,32 3 972 16,01
2025-08-11 13F Mosaic Family Wealth Partners, Llc 9 713 −0,87 4 124 16,57
2025-07-23 13F Wealth Management Nebraska 566 −3,08 239 13,33
2025-08-13 13F First Trust Advisors Lp 1 960 70,29 832 100,48
2025-08-19 13F Cape Investment Advisory, Inc. 69 −27,37 29 −14,71
2025-08-12 13F Jefferies Financial Group Inc. 8 682 14,25 3 686 34,38
2025-07-15 13F Mather Group, Llc. 49 090 −2,19 20 843 15,01
2025-08-15 13F Manhattan West Asset Management, LLC 3 121 −3,28 1 325 13,73
2025-08-07 13F Lakeridge Wealth Management LLC 0 −100,00 0
2025-08-11 13F Sierra Capital LLC 9 718 0,00 4 33,33
2025-08-12 13F Vestor Capital, Llc 8 701 1 347,75 0
2025-08-06 13F Modera Wealth Management, LLC 268 453 0,72 113 980 18,43
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0
2025-07-15 13F Oak Wealth Advisors LLC 2 224 0,00 944 17,56
2025-04-28 13F Cidel Asset Management Inc 0 −100,00 0
2025-07-07 13F Life Line Wealth Management Llc 103 037 876,38 43 748 1 048,22
2025-08-14 13F Susquehanna International Group, Llp 36 917 1,89 15 674 19,80
2025-08-14 13F Susquehanna International Group, Llp Call 149 900 −18,80 63 645 −4,52
2025-07-17 13F Sonora Investment Management Group, LLC 787 0,00 334 17,61
2025-07-24 13F Robertson Stephens Wealth Management, LLC 80 887 −15,54 34 343 −0,69
2025-08-13 13F Hollow Brook Wealth Management LLC 1 185 0,00 503 17,80
2025-08-14 13F Susquehanna International Group, Llp Put 65 900 325,16 27 980 399,98
2025-08-14 13F Matrix Private Capital Group Llc 4 820 −3,83 2 046 13,10
2025-07-09 13F Westmount Partners, LLC 3 129 0,00 1 329 17,63
2025-08-01 13F Rossby Financial, LCC 854 0,95 363 17,53
2025-09-04 13F SevenBridge Financial Group, LLC 445 200
2025-07-17 13F Global Trust Asset Management, LLC 1 577 0,00 670 17,57
2025-08-07 13F Allen Investment Management LLC 25 154 0,00 10 680 17,58
2025-08-14 13F Harmony Asset Management Llc 502 213
2025-07-10 13F Oldfather Financial Services, LLC 25 547 −0,71 10 847 16,75
2025-08-14 13F Eight 31 Financial Llc 2 308 0,00 980 17,53
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-05 13F Blue Barn Wealth, LLC 2 051 14,58 871 34,67
2025-08-25 13F/A Neuberger Berman Group LLC 43 354 101,30 18 407 136,72
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3 073 −2,26 1 305 15,09
2025-07-31 13F Lee Danner & Bass Inc 5 424 0,00 2 303 17,57
2025-07-29 13F Sage Private Wealth Group, Llc 1 626 45,05 691 70,79
2025-07-29 13F Koshinski Asset Management, Inc. 6 164 7,54 2 617 26,49
2025-07-09 13F Heritage Family Offices, LLP 700 0,00 252 0,00
2025-08-01 13F Integral Investment Advisors, Inc. 0 −100,00 0
2025-08-04 13F Field & Main Bank 250 −1,96 106 15,22
2025-08-12 13F Legal & General Group Plc 18 994 −6,30 8 050 10,06
2025-07-09 13F O'Brien Wealth Partners LLC 40 574 −2,37 17 227 14,79
2025-07-29 13F Novare Capital Management Llc 786 6,50 334 25,19
2025-07-09 13F Towerpoint Wealth, LLC 9 013 −1,18 3 827 16,19
2025-08-04 13F Adell Harriman & Carpenter Inc 936 −2,60 397 14,41
2025-07-16 13F Cahaba Wealth Management, Inc. 7 221 0,10 3 066 17,66
2025-07-31 13F Resonant Capital Advisors, LLC 2 553 −0,20 1 084 17,33
2025-08-14 13F Vivaldi Capital Management, LLC 2 045 −4,75 868 12,00
2025-07-22 13F PUREfi Wealth, LLC 2 027 −7,06 861 9,28
2025-08-08 13F Red Cedar Investment Management, Llc 0 −100,00 0
2025-08-11 13F Rockbridge Investment Management, LCC 3 214 4,25 1 365 22,55
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 938 −4,72 1
2025-08-11 13F Compass Capital Corp /ma/ /adv 0 −100,00 0
2025-05-22 13F Mattson Financial Services, LLC 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ Put 1 000 425
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 12 379 −2,39 5 256 14,76
2025-08-01 13F Transcend Wealth Collective, Llc 10 183 59,81 4 323 87,96
2025-08-12 13F Putnam Fl Investment Management Co 27 070 −4,00 11 493 12,89
2025-08-11 13F Core Wealth Partners LLC 484 205
2025-07-10 13F NorthCrest Asset Manangement, LLC 2 867 −1,65 1 228 16,63
2025-08-07 13F Mosaic Financial Group, Llc 2 287 0,04 1
2025-08-11 13F Insight 2811, Inc. 7 094 −2,22 3 012 14,97
2025-07-22 13F/A Kingstone Capital Partners Texas, LLC 1 723 −30,27 731 −18,05
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 3 688 −3,73 1 566 13,16
2025-08-13 13F Gibbs Wealth Management 729 310
2025-06-27 NP TWCGX - Growth Fund Investor Class This fund is a listed as child fund of American Century Companies 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 100 927 0,60 37 019 −9,85
2025-05-29 NP JAEDX - Blue Chip Growth Trust NAV 25 071 28,12 9 053 15,19
2025-08-04 13F Northwest Financial Advisors 1 838 −10,82 780 4,84
2025-04-08 13F Retirement Wealth Solutions LLC 0 −100,00 0
2025-08-08 13F ERTS Wealth Advisors, LLC 0 −100,00 0
2025-07-11 13F BTC Capital Management, Inc. 87 812 2,17 37 283 20,16
2025-07-30 13F Demars Financial Group, LLC 2 094 −99,72 889 44 350,00
2025-05-05 13F ODonnell Financial Services, LLC 0 −100,00 0
2025-07-24 13F Financial Connections Group, Inc. 4 617 −7,18 2 0,00
2025-07-17 13F ERn Financial, LLC 490 208
2025-08-15 13F Stonebridge Capital Advisors LLC 11 318 4,20 4 805 22,51
2025-07-24 13F Folger Nolan Fleming Douglas Capital Management, Inc 488 207
2025-08-08 13F Investment Partners, Ltd. 36 184 1,97 15 363 19,89
2025-08-05 13F Plante Moran Financial Advisors, LLC 5 477 −10,78 2 325 4,92
2025-07-29 13F Commons Capital, Llc 919 0,00 390 17,82
2025-08-08 13F Cetera Investment Advisers 1 273 366 1,39 540 646 19,21
2025-08-06 13F Horizon Investment Services, LLC 1 319 0,00 560 17,65
2025-08-04 13F Spire Wealth Management 51 033 −1,13 21 668 16,26
2025-07-24 13F MSH Capital Advisors LLC 1 217 0,08 517 17,54
2025-07-31 13F CVA Family Office, LLC 584 0,00 248 17,62
2025-05-14 13F Allstate Corp 0 −100,00 0
2025-07-09 13F Aaron Wealth Advisors LLC 21 188 0,00 8 996 17,59
2025-05-06 13F Old Port Advisors 0 −100,00 0
2025-08-13 13F JBR Co Financial Management Inc 1 037 0,00 440 17,65
2025-07-30 13F Whittier Trust Co Of Nevada Inc 9 777 −1,97 4 151 15,27
2025-07-22 13F IFS Advisors, LLC 737 22,43 313 43,78
2025-08-14 13F Horizon Investments, LLC 4 −98,80 2 −99,17
2025-07-15 13F RVW Wealth, LLC 645 0,00 274 17,67
2025-07-17 13F Greenhouse Wealth Management, LLC 1 836 0,05 779 17,67
2025-07-31 13F Jordan Park Group LLC 8 851 −0,56 3 758 16,89
2025-07-07 13F Nova Wealth Management, Inc. 568 −5,33 241 11,57
2025-08-06 13F Nvwm, Llc 1 264 537
2025-07-10 13F Ryan Investment Management, Inc. 63 099 26 791
2025-07-11 13F Caldwell Securities, Inc 291 0,00 124 17,14
2025-07-31 13F United Community Bank 360 0,00 153 17,83
2025-08-11 13F Pineridge Advisors LLC 81 0,00 35 17,24
2025-07-29 13F First Bancorp, Inc /ME/ 825 1,23 350 19,05
2025-07-25 13F Northwest Capital Management Inc 1 940 0,00 824 17,57
2025-08-14 13F ICONIQ Capital, LLC 17 836 −8,33 7 573 7,79
2025-08-08 13F Thoroughbred Financial Services, Llc 1 674 −56,42 1 −100,00
2025-08-06 13F Ethos Financial Group, LLC 23 295 −55,35 9 891 −50,24
2025-07-28 13F Mutual Advisors, LLC 19 192 −0,03 8 442 20,55
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 8 767 0,00 3 722 17,60
2025-08-07 13F Rollins Financial Advisors, LLC 2 830 0,00 1 202 17,63
2025-08-08 13F Avantax Advisory Services, Inc. 305 748 3,44 129 814 21,62
2025-08-01 13F First Command Advisory Services, Inc. 1 029 −4,72 437 12,08
2025-08-05 13F Carson Advisory Inc. 849 −6,19 360 10,43
2025-08-08 13F Empower Advisory Group, LLC 7 705 8,06 3 271 27,08
2025-08-14 13F Two Sigma Investments, Lp 1 114 100 7,06 473 025 25,89
2025-08-06 13F Aspect Partners, LLC 825 0,00 350 17,85
2025-07-18 13F Consolidated Portfolio Review Corp 37 739 0,90 16 023 18,64
2025-08-05 13F Next Capital Management LLC 18 167 −1,01 7 714 16,41
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 3 004 −0,30 1 276 17,19
2025-07-22 13F Capital Advisors Inc/ok 2 191 0,78 930 18,47
2025-07-16 13F Essex Financial Services, Inc. 12 623 3,25 5 360 21,41
2025-08-18 13F Wolverine Trading, Llc 0 −100,00 0 −100,00
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-11 13F Midwest Professional Planners, LTD. 7 477 9,81 3 174 29,13
2025-08-06 13F SNS Financial Group, LLC 3 255 −0,94 1 382 16,53
2025-07-14 13F Ridgewood Investments LLC 21 0,00 9 14,29
2025-07-29 13F International Assets Investment Management, Llc 7 100 40,59 3 015 65,33
2025-07-07 13F Peak Financial Advisors Llc 804 −9,56 341 6,23
2025-08-13 13F MetLife Investment Management, LLC 72 300 −4,11 30 697 12,75
2025-08-14 13F Investmark Advisory Group LLC 5 931 −1,46 2 518 15,88
2025-07-10 13F Pachira Investments Inc. 8 321 −8,60 3 533 7,62
2025-08-14 13F LM Advisors LLC 2 294 0,00 1
2025-08-08 13F TD Capital Management LLC 717 0,00 305 17,37
2025-03-31 NP SMIFX - Sound Mind Investing Fund 20 600 −5,89 8 432 3,01
2025-07-22 13F 4Thought Financial Group Inc. 3 826 207,80 1 624 262,50
2025-07-10 13F Fulton Bank, N.a. 78 106 −5,09 33 162 11,59
2025-08-13 13F Blue Fin Capital, Inc. 968 −0,10 411 5,40
2025-08-14 13F Millennium Management Llc 18 273 592,42 7 758 714,92
2025-08-13 13F Philadelphia Trust Co 616 0,00 0
2025-08-04 13F Beirne Wealth Consulting Services, LLC 26 144 295,16 11 102 364,67
2025-07-14 13F Farmers & Merchants Investments Inc 2 609 0,00 1 108 17,52
2025-07-17 13F Flywheel Private Wealth LLC 6 195 −7,02 2 630 9,36
2025-08-04 13F Atria Investments Llc 28 738 −31,49 12 202 −19,45
2025-07-30 13F Roman Butler Fullerton & Co 4 905 5,30 2 157 31,52
2025-08-07 13F W Advisors, Llc 12 010 0,00 5 099 17,60
2025-07-15 13F Financial Partners Group, Inc 3 131 0,06 1 329 17,71
2025-07-28 13F Frazier Financial Advisors, LLC 0 −100,00 0
2025-07-18 13F TruNorth Capital Management, LLC 2 327 0,00 988 17,50
2025-08-14 13F RMB Capital Management, LLC 34 856 −42,78 14 799 −32,72
2025-08-11 13F Mill Creek Capital Advisors, LLC 22 411 −0,06 9 515 17,51
2025-07-30 13F Brookstone Capital Management 11 360 7,36 4 823 26,26
2025-07-17 13F Smith, Salley & Associates 2 788 −4,91 1 184 11,81
2025-08-07 13F Topel & Distasi Wealth Management, LLC 12 444 −43,20 5 283 −33,22
2025-07-25 13F Joel Adams & Associates, Inc. 1 619 106,24 688 142,76
2025-07-21 13F J. Safra Sarasin Holding AG 3 127 330,12 1 319 403,44
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0
2025-08-14 13F Boston Private Wealth Llc 41 877 17 780
2025-04-29 NP EBI - Longview Advantage ETF 120 47
2025-08-05 13F Everest Management Corp. 1 117 474
2025-07-10 13F SK Wealth Management, LLC 844 0,00 362 29,29
2025-08-07 13F Commerce Bank 456 075 0,85 193 640 18,59
2025-08-13 13F Alcosta Capital Management, Inc. 409 0,00 174 17,69
2025-07-29 13F Financial Guidance Group, Inc. 1 320 0,00 560 17,65
2025-04-25 13F Smallwood Wealth Investment Management, LLC 150 54
2025-07-31 13F Gill Capital Partners, Llc 628 0,80 267 18,75
2025-08-13 13F Victory Capital Management Inc 39 220 16 656
2025-07-24 13F Leo Wealth, LLC 8 128 −0,38 3 451 17,11
2025-08-14 13F Mairs & Power Inc 1 746 0,00 741 17,62
2025-09-09 13F Cambridge Financial Group, LLC 4 538 11,01 1 927 30,49
2025-07-31 13F CNB Bank 151 0,00 64 18,52
2025-08-04 13F Pinnacle Associates Ltd 16 207 −6,12 6 881 10,40
2025-08-13 13F BlackDiamond Wealth Management Inc. 784 329
2025-08-07 13F Brio Consultants, LLC 3 878 −6,51 1 646 9,95
2025-05-09 13F North Ridge Wealth Advisors, Inc. 0 −100,00 0 −100,00
2025-07-15 13F North Star Investment Management Corp. 1 992 32,36 846 55,62
2025-08-13 13F Financial Freedom, LLC 183 0,00 78 16,67
2025-08-05 13F Mason Investment Advisory Services, Inc. 1 766 0,06 750 17,58
2025-08-14 13F Integrated Investment Consultants, LLC 115 552 2,23 49 061 20,20
2025-07-17 13F Altus Wealth Management, LLC 1 543 0,00 655 17,59
2025-08-12 13F Wealthbridge Capital Management, Llc 6 161 0,33 2 616 17,95
2025-07-15 13F Signet Financial Management, Llc 5 343 −2,39 2 269 14,78
2025-08-14 13F Goldman Sachs Group Inc 9 580 184 −1,12 4 067 555 16,27
2025-07-30 13F Fairway Wealth LLC 1 229 0,00 522 17,61
2025-07-23 13F SpringVest Wealth Management LLC 2 162 4,44 918 22,76
2025-07-09 13F Sapient Capital Llc 24 176 −3,88 10 265 13,01
2025-07-25 13F Total Clarity Wealth Management, Inc. 12 547 −19,08 5 327 −14,44
2025-07-22 13F DAVENPORT & Co LLC 6 738 −2,33 2 861 14,81
2025-08-14 13F Operose Advisors LLC 2 449 14,92 1 040 35,11
2025-08-06 13F First Horizon Advisors, Inc. 109 533 −1,05 46 506 16,35
2025-08-14 13F Main Street Financial Solutions, LLC 12 307 3,99 5 225 22,28
2025-08-06 13F Centerpoint Advisory Group 9 228 −4,09 3 918 12,78
2025-07-14 13F CJM Wealth Advisers, Ltd. 17 060 −3,60 7 244 13,35
2025-07-01 13F BancFirst Trust & Investment Management 1 194 0,00 504 16,98
2025-07-31 13F Jackson Hole Capital Partners, LLC 8 429 0,00 3 579 17,58
2025-08-14 13F Wells Fargo & Company/mn 4 309 234 −1,83 1 829 615 15,43
2025-07-23 13F Sachetta, LLC 571 −34,67 242 −23,17
2025-07-30 13F North Point Portfolio Managers Corp/oh 519 220
2025-05-13 13F Montag & Caldwell, Llc 0 −100,00 0
2025-08-01 13F Biltmore Family Office, LLC 7 582 3,02 3 219 21,15
2025-08-11 13F TRUE Private Wealth Advisors 2 015 0,00 856 17,61
2025-07-11 13F/A Umb Bank N A/mo 21 912 −26,07 9 303 −13,06
2025-05-07 13F University Of Texas/texas Am Investment Managment Co 0 −100,00 0
2025-08-07 13F Compass Financial Group, Inc. 38 915 −0,67 16 523 16,80
2025-07-09 13F Central Valley Advisors, Llc 16 484 −30,23 6 999 −17,96
2025-07-29 13F Salomon & Ludwin, LLC 5 720 6,14 2 423 24,52
2025-08-13 13F Victory Financial Group, Llc 2 092 −9,04 888 6,99
2025-08-12 13F Waterloo Capital, L.P. 1 283 −18,49 545 −4,23
2025-07-24 13F Etesian Wealth Advisors, Inc. 10 603 −1,03 4 502 16,37
2025-08-18 13F/A National Bank Of Canada /fi/ 39 428 2,22 16 733 20,21
2025-08-13 13F Shepherd Financial Partners LLC 831 −1,54 353 15,79
2025-07-15 13F Bay Capital Advisors, LLC 19 292 17,16 8 191 37,76
2025-08-19 13F National Asset Management, Inc. 11 328 −56,62 4 810 −54,14
2025-08-06 13F 360 Financial, Inc. 1 478 10,38 628 29,81
2025-08-12 13F Clearbridge Investments, LLC 5 277 −64,31 2 241 −58,04
2025-08-13 13F Collar Capital Management, LLC 1 300 0,00 552 17,48
2025-07-25 13F Ball & Co Wealth Management Inc. 45 828 −7,44 19 11,76
2025-08-13 13F Clarkston Capital Partners, LLC 4 351 −0,30 1 847 17,27
2025-07-10 13F Strathmore Capital Advisors, Inc. 2 178 934
2025-07-22 13F Glassy Mountain Advisors, Inc. 523 222
2025-07-23 13F Prime Capital Investment Advisors, LLC 37 027 −9,63 15 721 6,27
2025-08-12 13F Kimelman & Baird, LLC 130 0,00 55 19,57
2025-08-12 13F O'shaughnessy Asset Management, Llc 37 413 1,95 15 885 19,87
2025-07-17 13F LexAurum Advisors, LLC 487 −26,44 207 −13,81
2025-07-29 13F Liberty Square Wealth Partners Llc 1 326 0,00 563 17,57
2025-08-12 13F Pettyjohn, Wood & White, Inc 1 573 0,00 668 17,64
2025-07-29 13F Riverbend Wealth Management, LLC 959 48,45 407 74,68
2025-07-31 13F Moment Partners, LLC 1 200 0,00 509 17,55
2025-08-12 13F Founders Financial Alliance, LLC 9 851 −2,16 4 182 15,05
2025-07-09 13F First Bank & Trust 2 623 −4,20 1 114 12,65
2025-08-07 13F S&co Inc 1 602 −0,93 1
2025-09-04 13F/A Advisor Group Holdings, Inc. 726 290 15,21 307 918 35,22
2025-08-07 13F Fountainhead AM, LLC 1 590 0,51 675 18,04
2025-08-13 13F Winslow Capital Management, LLC 25 667 −65,47 10 898 −59,40
2025-07-17 13F Melfa Wealth Management, Llc 620 0,00 263 17,94
2025-08-07 13F Mayport, Llc 9 300 0,00 3 949 17,57
2025-07-24 13F Us Bancorp \de\ 1 038 054 −2,04 440 737 15,19
2025-08-11 13F Root Financial Partners, LLC 816 −48,35 346 −39,30
2025-07-24 13F Invictus Private Wealth, Llc 1 454 −3,45 617 13,63
2025-05-14 13F Hobbs Group Advisors, LLC 0 −100,00 0
2025-07-24 13F Galvin, Gaustad & Stein, LLC 2 787 −2,11 1 183 15,08
2025-07-21 13F Ntv Asset Management Llc 21 904 −0,82 9 300 16,62
2025-07-24 13F MA Private Wealth 2 485 0,00 1 055 17,61
2025-08-08 13F Avalon Trust Co 49 21
2025-08-14 13F Williams Jones Wealth Management, LLC. 685 −0,72 291 16,47
2025-08-05 13F American Institute for Advanced Investment Management, LLP 27 005 0,78 11 466 18,50
2025-08-18 13F Geneos Wealth Management Inc. 3 881 52,56 1 648 79,41
2025-08-05 13F Huntington National Bank 44 904 12,19
2025-08-07 13F Alliance Wealth Management Group 6 638 −1,83 2 818 15,44
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-14 13F Staley Capital Advisers Inc 424 156 0,13 180 088 17,74
2025-08-11 13F Wealthgarden F.s. Llc 1 910 −0,83 841 21,01
2025-07-09 13F Riversedge Advisors, Llc 838 −0,12 356 17,16
2025-07-29 13F Kraft, Davis & Associates, LLC 1 306 −85,13 576 −80,74
2025-08-06 13F Reston Wealth Management Llc 2 293 0,09 974 17,65
2025-08-08 13F Truepoint, Inc. 23 673 −3,30 10 051 13,69
2025-08-13 13F Flow Traders U.s. Llc 34 540 15
2025-08-04 13F Daymark Wealth Partners, Llc 1 128 4,83 479 23,20
2025-07-11 13F Busey Wealth Management 26 229 −3,89 11 136 13,01
2025-08-11 13F Edgemoor Investment Advisors, Inc. 3 762 0,00 1 597 17,60
2025-07-30 13F Castle Wealth Management Llc 4 395 0,00 1 866 17,65
2025-08-08 13F Compass Financial Services Inc 146 62
2025-08-11 13F Platform Technology Partners 1 134 0,00 482 17,60
2025-08-13 13F Navis Wealth Advisors, LLC 2 000 0,00 849 17,59
2025-08-13 13F Investment Counsel Co Of Nevada 33 14
2025-07-29 13F BKM Wealth Management, LLC 1 707 16,92 725 37,38
2025-07-28 13F Fairman Group, LLC 157 0,00 67 4,76
2025-08-11 13F Theory Financial Llc 2 567 0,00 1 131 22,03
2025-07-22 13F Global Strategic Investment Solutions, LLC 24 007 −0,11 10 193 17,45
2025-08-14 13F Aft, Forsyth & Company, Inc. 4 796 −0,35 2 036 17,21
2025-07-16 13F Tassel Capital Management, Inc. 5 047 10,61 2 143 30,05
2025-08-11 13F Bell Investment Advisors, Inc 75 32
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-08-05 13F Northcape Wealth Management, Llc 500 212
2025-08-12 13F Archer Investment Corp 5 120 −0,29 2 174 17,21
2025-07-23 13F West Paces Advisors Inc. 2 274 0,89 965 18,70
2025-07-16 13F Brown, Lisle/cummings, Inc. 5 497 22,84 2 334 44,46
2025-08-07 13F Curtis Advisory Group, LLC 50 552 9,24 21 463 28,44
2025-07-21 13F DMKC Advisory Services, LLC 941 409
2025-08-18 13F Arq Wealth Advisors, Llc 1 220 0,00 441 0,00
2025-07-24 13F Trust Co Of Toledo Na /oh/ 1 895 805
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 59 919 150,62 25 440 195,16
2025-07-28 13F Boston Trust Walden Corp 575 0,00 244 17,87
2025-08-05 13F Oakwell Private Wealth Management, LLC 474 201
2025-08-13 13F Marshall Wace, Llp 5 052 2 145
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 1 012 8,82 430 28,06
2025-08-11 13F PAX Financial Group, LLC 9 972 −4,40 4 234 12,40
2025-07-10 13F Anderson Hoagland & Co 2 885 −11,37 1 225 17,47
2025-07-03 13F Garde Capital, Inc. 17 924 −0,44 7 610 17,06
2025-08-18 13F Wolverine Trading, Llc Call 17 600 −10,20 7 422 5,02
2025-07-21 13F Warner Financial, Inc 1 792 0,11 1
2025-07-30 13F Berkeley Capital Partners, LLC 3 230 0,12 1 371 17,78
2025-08-18 13F Wolverine Trading, Llc Put 10 600 −41,11 4 470 −31,11
2025-08-01 13F Motco 1 306 0,31 575 22,34
2025-08-14 13F UBS Group AG Put 200 0,00 85 16,67
2025-08-15 13F/A Symphony Financial, Ltd. Co. 2 104 891
2025-08-05 13F Meridian Management Co 8 502 0,00 3 744 21,99
2025-08-14 13F UBS Group AG 6 018 469 −4,66 2 555 322 12,10
2025-07-24 13F IFP Advisors, Inc 13 265 10,18 5 631 29,54
2025-08-14 13F First Financial Bankshares Inc 1 112 50,88 472 77,44
2025-08-05 13F Optivise Advisory Services LLC 535 227
2025-09-04 13F Reynders McVeigh Capital Management, LLC 1 751 −2,99 1
2025-07-22 13F Rocky Mountain Advisers, Llc 356 0,00 151 17,97
2025-08-04 13F Simon Quick Advisors, Llc 254 897 2,44 108 224 20,46
2025-07-16 13F Maridea Wealth Management LLC 1 369 5,15 581 23,62
2025-08-13 13F Grantvest Financial Group LLC 562 239
2025-09-03 13F American Trust 20 248 8,63 8 597 27,73
2025-08-14 13F Federation des caisses Desjardins du Quebec 100 −31,03 42 −19,23
2025-08-14 13F Sei Investments Co 58 585 174,81 24 874 223,16
2025-05-05 13F Lindbrook Capital, Llc 93 450 −1,11 33 744 −11,08
2025-08-07 13F Alpha Financial Advisors, LLC 1 237 0,24 525 17,98
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-07-23 13F Hager Investment Management Services, Llc 917 −18,63 389 −4,19
2025-07-09 13F Fiduciary Alliance LLC 4 105 −10,95 1 743 4,69
2025-07-14 13F Signature Securities Group Corporation 14 715 −3,83 6 248 13,07
2025-07-15 13F Kelly Financial Group Llc 45 388 10,79 19 271 30,26
2025-05-13 13F Quantum Private Wealth, LLC 0 −100,00 0
2025-07-24 13F Wealthstar Advisors, Llc 3 033 −7,59 1 288 8,61
2025-07-24 13F Von Berge Wealth Management Group, LLC 1 900 −3,60 822 16,10
2025-08-14 13F Ausdal Financial Partners, Inc. 6 749 14,95 2 865 35,21
2025-07-02 13F Central Pacific Bank - Trust Division 10 204 −1,82 4 332 15,46
2025-07-17 13F Peoples Financial Services Corp. 130 0,00 55 19,57
2025-08-08 13F Security Financial Services, INC. 649 0,00 276 17,52
2025-07-21 13F Sterling Investment Counsel, LLC 0 −100,00 0
2025-07-24 13F West Bancorporation Inc 31 855 −6,98 13 525 9,37
2025-08-14 13F Tcw Group Inc 18 290 7 766
2025-07-11 13F Sprinkle Financial Consultants LLC 2 734 0,11 1 161 17,65
2025-07-25 13F Hemington Wealth Management 2 641 −6,61 1 0,00
2025-05-14 13F Blue Investment Partners LLC 0 −100,00 0
2025-07-29 13F Stephens Inc /ar/ 246 602 1,29 104 787 19,20
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-07-23 13F TPG Financial Advisors, LLC 18 030 −19,21 7 655 −5,00
2025-07-31 13F Orion Capital Management LLC 846 0,00 359 17,70
2025-08-13 13F Harfst & Associates, Inc. 2 119 −2,84 900 14,23
2025-08-06 13F Texas Yale Capital Corp. 2 208 22,12 937 43,71
2025-08-14 13F Cardiff Park Advisors, Llc 4 439 0,02 1 885 17,60
2025-07-09 13F Intelligence Driven Advisers, LLC 4 131 13,61 1 754 33,61
2025-08-07 13F Bearing Point Capital, Llc 5 217 −4,94 2 215 11,81
2025-07-17 13F Presper Financial Architects, LLC 23 895 10
2025-08-01 13F Chilton Capital Management Llc 3 075 537,97 1 306 650,00
2025-08-07 13F Alpha Cubed Investments, LLC 1 747 −7,47 742 8,81
2025-08-14 13F AllSquare Wealth Management LLC 54 0,00 23 15,79
2025-07-18 13F Childress Capital Advisors, Llc 822 −12,18 349 3,56
2025-08-08 13F Massachusetts Financial Services Co /ma/ 5 358 −65,62 2 275 −59,59
2025-08-01 13F Logan Capital Management Inc 1 710 −82,45 726 −79,36
2025-07-09 13F Inspirion Wealth Advisors, Llc 711 0,00 302 17,58
2025-07-09 13F Lineweaver Wealth Advisors, LLC 530 225
2025-08-12 13F Jpmorgan Chase & Co 7 216 343 6,04 3 063 916 24,69
2025-04-28 13F ABLE Financial Group, LLC 0 −100,00 0
2025-08-13 13F StoneX Group Inc. 92 085 1,61 39 094 19,47
2025-08-14 13F Snowden Capital Advisors LLC 22 420 −2,28 9 519 14,91
2025-08-27 13F Tribridge Partners Financial LLC 592 0
2025-08-05 13F Kesler, Norman & Wride, LLC 2 072 880
2025-08-06 13F Csenge Advisory Group 1 789 −8,82 715 6,57
2025-07-21 13F DHJJ Financial Advisors, Ltd. 16 342 −1,22 6 939 16,16
2025-07-25 13F Apollon Financial, LLC 2 468 9,01 1 048 28,15
2025-07-18 13F Requisite Capital Management, LLC 1 522 0,00 646 17,67
2025-07-31 13F Washington Trust Advisors, Inc. 3 332 −24,94 1 415 −11,74
2025-07-18 13F Precision Wealth Strategies, LLC 1 677 17,11 712 37,72
2025-07-29 13F Aire Advisors, Llc 1 159 0,00 492 17,46
2025-08-13 13F Hsbc Holdings Plc 228 169 −0,70 96 876 16,76
2025-08-14 13F Headinvest, Llc 972 −2,11 413 15,08
2025-07-25 13F Meritage Portfolio Management 25 698 −2,92 10 911 14,15
2025-07-17 13F Tritonpoint Wealth, Llc 2 416 −22,93 1 026 −9,45
2025-08-08 13F Condor Capital Management 67 926 1,31 28 840 19,12
2025-07-22 13F D.B. Root & Company, LLC 1 274 −0,08 541 17,61
2025-08-11 13F Rothschild Investment Llc 18 979 −3,74 8 058 13,19
2025-07-16 13F Legend Financial Advisors, Inc. 226 96
2025-03-31 NP SMILX - SMI 50/40/10 Fund 4 980 −4,05 2 038 5,05
2025-07-15 13F RTD Financial Advisors, Inc. 99 033 −2,86 42 048 14,22
2025-07-21 13F Future Financial Wealth Managment LLC 443 0,00 188 18,24
2025-07-23 13F Columbus Macro, LLC 8 831 −5,64 3 749 10,95
2025-08-15 13F Morgan Stanley 27 366 214 9,95 11 619 148 29,28
2025-05-12 13F Capital International Investors 0 −100,00 0
2025-08-08 13F Intrua Financial, LLC 12 174 −0,78 5 169 16,66
2025-08-12 13F CIBC Private Wealth Group, LLC 807 501 −6,76 342 849 23,55
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 39 0,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 255 867 −7,29 108 636 9,02
2025-07-29 13F BXM Wealth LLC 1 111 0,00 472 17,46
2025-08-11 13F Wescott Financial Advisory Group, LLC 6 351 5,97 2 697 24,64
2025-08-11 13F MainStreet Investment Advisors LLC 723 0,00 307 17,24
2025-07-30 13F Prosperity Financial Group, Inc. 584 3,36 248 21,08
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 1 621 0,00 1
2025-07-28 13F RFG Advisory, LLC 32 165 1,76 13 656 19,65
2025-08-08 13F Wall Street Access Asset Management, LLC 682 0,00 290 17,48
2025-08-08 13F Royal Harbor Partners, LLC 1 423 0,00 604 17,74
2025-08-13 13F SageView Advisory Group, LLC 3 146 0,16 1 389 22,40
2025-07-16 13F St Germain D J Co Inc 1 869 15,02 794 35,32
2025-07-15 13F James J. Burns & Company, LLC 7 055 −0,87 2 995 16,58
2025-07-17 13F Saxon Interests, Inc. 12 635 0,00 4 562 0,00
2025-08-05 13F Burney Co/ 2 159 0,23 917 17,89
2025-05-07 13F Objective Capital Management, LLC 0 −100,00 0
2025-07-22 13F JP Wealth Management, Inc. 5 400 0,00 2 293 17,60
2025-08-12 13F Journey Strategic Wealth Llc 5 937 0,97 2 521 18,70
2025-08-15 13F Sugar Maple Asset Management, LLC 1 249 530
2025-08-07 13F CENTRAL TRUST Co 18 640 −0,58 7 914 16,90
2025-04-11 13F Davis Capital Management 327 0,00 118 −9,92
2025-07-28 13F Granite Group Advisors, LLC 1 073 0,00 456 17,57
2025-07-25 13F Strategic Point Investment Advisors, LLC 95 063 0,76 40 362 18,48
2025-07-22 13F Financial Insights, Inc. 1 625 −4,58 690 12,21
2025-07-29 13F First National Bank of Hutchinson 885 0,00 376 17,55
2025-07-23 13F Equitable Trust Co 10 529 −9,92 4 470 5,92
2025-07-16 13F Signature Resources Capital Management, LLC 280 0,00 119 16,83
2025-07-16 13F Cresta Advisors, Ltd. 22 089 −2,01 9 378 15,22
2025-08-14 13F East Coast Asset Management, LLC. 514 218
2025-07-09 13F Bay Rivers Group 520 221
2025-07-18 13F Truist Financial Corp 2 105 585 −1,67 893 989 15,62
2025-08-07 13F Delta Financial Advisors Llc 736 0,00 312 17,74
2025-08-11 13F Cornerstone Planning Group LLC 16 311 4,94 7 127 31,19
2025-07-18 13F O'ROURKE & COMPANY, Inc 1 686 −0,82 716 16,64
2025-07-31 13F Opus Capital Group, LLC 14 221 380,93 6 500,00
2025-07-21 13F Tower View Investment Management & Research LLC 59 0,00 25 19,05
2025-07-08 13F Canandaigua National Bank & Trust Co 7 643 −1,75 3 245 15,56
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 1 794 0,00 762 17,62
2025-08-14 13F Kovitz Investment Group Partners, LLC 629 660 −0,98 267 341 16,43
2025-08-14 13F Circle Wealth Management, LLC 1 287 223 −0,10 546 529 17,47
2025-08-05 13F Towercrest Capital Management 7 201 −1,69 3 058 15,58
2025-07-29 13F SilverOak Wealth Management LLC 10 390 0,15 4 411 17,78
2025-07-09 13F Sunpointe, LLC 1 817 0,00 771 17,53
2025-07-17 13F Mattern Wealth Management LLC 1 557 0,00 661 17,62
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 52 057 −10,54 22 106 5,27
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 25 336 −2,07 10 757 15,16
2025-07-24 13F Stonebridge Financial Group, LLC 32 185 −1,16 13 665 16,23
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 0 −100,00 0
2025-08-14 13F Lebenthal Global Advisors, LLC 26 487 −17,90 11 246 −3,46
2025-08-15 13F Blue Chip Partners, Inc. 1 992 8,44 846 27,45
2025-07-24 13F Antonelli Financial Advisors, LLC 1 242 2,64 527 20,87
2025-08-14 13F Coastal Bridge Advisors, LLC 3 168 −6,85 1 345 9,53
2025-07-31 13F Moloney Securities Asset Management, LLC 6 828 0,13 2 899 17,75
2025-08-14 13F Jasper Ridge Partners, L.P. 69 729 0,00 29 606 17,58
2025-08-12 13F 17 Capital Partners, Llc 3 724 7,85 1 581 26,89
2025-08-04 13F Creative Financial Designs Inc /adv 1 858 1,47 789 19,21
2025-08-13 13F Capital Advisors Wealth Management, LLC 82 157 2,83 34 882 20,91
2025-07-07 13F Park Edge Advisors, LLC 2 628 −14,48 1 116 0,54
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 1 322 −0,08 561 17,61
2025-08-12 13F AlphaCore Capital LLC 15 748 10,50 6 686 29,93
2025-07-17 13F Youngs Advisory Group, Inc. 806 0,00 343 17,87
2025-08-04 13F WNY Asset Management, LLC 2 394 0,04 1 017 17,59
2025-08-07 13F Tilson Financial Group, Inc. 6 879 −0,56 3 0,00
2025-07-25 13F Franklin, Parlapiano, Turner & Welch, LLC 3 983 0,00 1 691 17,59
2025-08-13 13F Jones Financial Companies Lllp 436 446 17,54 184 104 37,51
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 762 −3,30 324 13,73
2025-08-05 13F Holistic Financial Partners 22 943 −0,05 9 741 17,53
2025-08-12 13F One Charles Private Wealth Services, LLC 957 0,00 406 17,68
2025-07-29 13F Altus Wealth Group LLC 17 666 −0,18 7 500 17,37
2025-08-15 13F Nikulski Financial, Inc. 6 712 −2,13 2 850 15,06
2025-08-13 13F Argyle Capital Partners, LLC 8 301 −5,13 3 525 11,55
2025-07-17 13F Archford Capital Strategies, LLC 3 610 0,28 1 533 17,94
2025-07-31 13F Oppenheimer & Co Inc 111 953 14,63 47 533 34,79
2025-08-11 13F Greenland Capital Management LP 0 −100,00 0
2025-07-11 13F Elk River Wealth Management, LLC 901 0,00 383 17,54
2025-08-12 13F Jaffetilchin Investment Partners, LLC 3 606 0,87 1 531 18,60
2025-07-11 13F Great Waters Wealth Management 5 133 0,02 2 179 17,59
2025-08-11 13F Howard Wealth Management, Llc 1 870 −0,48 794 16,96
2025-07-31 13F Schoolcraft Capital LLC 1 669 −10,70 709 5,04
2025-08-12 13F Global Retirement Partners, LLC 70 764 9,79 30 045 16,08
2025-08-14 13F Redwood Financial Network Corp 1 085 5,34 461 23,66
2025-07-22 13F Autumn Glory Partners, LLC 5 668 −0,68 2 407 16,80
2025-08-11 13F CBIZ Investment Advisory Services, LLC 2 362 −22,02 1 003 −8,33
2025-07-10 13F Affiance Financial, LLC 40 099 17,61 17 025 38,29
2025-05-14 13F Eqis Capital Management, Inc. 0 −100,00 0 −100,00
2025-08-05 13F J. W. Coons Advisors, LLC 2 142 0,00 910 17,59
2025-07-22 13F Hill Island Financial Llc 1 136 −2,15 482 15,04
2025-07-10 13F Perkins Coie Trust Co 613 81,36 260 113,11
2025-07-22 13F Cullinan Associates Inc 7 200 0,00 3 057 17,58
2025-07-30 13F Journey Advisory Group, LLC 1 627 3,50 691 21,69
2025-08-11 13F New Age Alpha Advisors, LLC 1 371 −1,08 582 16,40
2025-08-11 13F CFS Investment Advisory Services, LLC 3 729 0,05 2 0,00
2025-08-08 13F Client First Capital LLC 7 728 −65,33 3 281 −59,24
2025-07-30 13F Klingman & Associates, LLC 2 772 0,07 1 177 17,60
2025-07-23 13F RiverTree Advisors, LLC 0 −100,00 0
2025-07-16 13F Register Financial Advisors LLC 625 0,16 265 17,78
2025-07-23 13F Venturi Wealth Management, LLC 50 559 1 103,79 21 466 1 315,96
2025-08-04 13F Templeton & Phillips Capital Management, LLC 300 0,00 127 17,59
2025-08-14 13F Engineers Gate Manager LP 0 −100,00 0
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 146 −8,75 62 5,17
2025-08-14 13F Fortress Financial Group, Llc 6 235 −3,65 2 647 13,31
2025-07-24 13F Ronald Blue Trust, Inc. 25 252 9,89 10 721 29,22
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