IWO - iShares Trust - iShares Russell 2000 Growth ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

iShares Trust - iShares Russell 2000 Growth ETF
US ˙ ARCA ˙ US4642876480

Grundläggande statistik
Institutionella ägare 1001 total, 995 long only, 2 short only, 4 long/short - change of −0,30% MRQ
Genomsnittlig portföljallokering 0.3086 % - change of −4,77% MRQ
Institutionella aktier (lång) 31 779 274 (ex 13D/G) - change of −0,35MM shares −1,08% MRQ
Institutionellt värde (lång) $ 8 690 014 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares Russell 2000 Growth ETF (US:IWO) har 1001 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 31,793,782 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Barings Llc, Tiaa Trust, National Association, Envestnet Asset Management Inc, Cassaday & Co Wealth Management LLC, Wells Fargo & Company/mn, Pnc Financial Services Group, Inc., FOCSX - Fidelity Small Cap Growth K6 Fund, and Jpmorgan Chase & Co .

iShares Trust - iShares Russell 2000 Growth ETF (ARCA:IWO) 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 24, 2025 is 319,38 / share. Previously, on September 25, 2024, the share price was 280,38 / share. This represents an increase of 13,91% over that period.

IWO / iShares Trust - iShares Russell 2000 Growth ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

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Institutionell sälj/köp-kvot

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

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

IWO / iShares Trust - iShares Russell 2000 Growth ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-09-12 13F/A Valeo Financial Advisors, LLC 4 733 2,98 1 353 15,16
2025-08-14 13F Evercore Wealth Management, LLC 1 560 0,00 446 11,81
2025-04-28 13F Pinnacle Financial Partners Inc 2 527 0,08 676 −6,37
2025-08-11 13F Diversified Portfolios, Inc. 1 555 0,00 445 11,84
2025-08-08 13F Ironwood Investment Counsel, LLC 3 434 1,57 982 13,67
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 443 112
2025-08-14 13F Sentinel Wealth Management, Inc. 2 181 1
2025-08-13 13F Sepio Capital, LP 2 287 0,00 654 11,82
2025-07-14 13F Lewis Asset Management, LLC 4 776 1 365
2025-07-29 13F Roof Eidam & Maycock/adv 1 179 0,00 337 11,96
2025-05-07 13F Summit Creek Advisors LLC 0 −100,00 0
2025-08-14 13F Alliancebernstein L.p. 252 181 −2,12 72 088 9,50
2025-08-06 13F Mascagni Wealth Management, Inc. 1 208 0,08 345 12,01
2025-08-08 13F Principal Financial Group Inc 7 100 −21,11 2 030 −11,74
2025-08-12 13F Athena Investment Management 1 694 0,00 484 12,04
2025-08-13 13F Beacon Pointe Advisors, LLC 10 609 6,69 3 033 19,37
2025-08-07 13F Addison Advisors LLC 741 −3,14 212 8,21
2025-07-25 13F Pandora Wealth, Inc. 80 0,00 23 10,00
2025-08-06 13F North Capital, Inc. 396 0,00 113 11,88
2025-05-15 13F Putnam Fl Investment Management Co 0 −100,00 0
2025-08-14 13F Macquarie Group Ltd 24 897 −17,19 7 117 −7,37
2025-08-13 13F Capital Analysts, Inc. 2 318 −18,38 1
2025-08-26 NP Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 6 807 −51,67 1 946 −45,94
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-07-25 13F Investment Advisory Group, LLC 1 296 0,00 371 11,78
2025-08-05 13F Bank of New York Mellon Corp 243 253 −8,81 69 536 2,02
2025-08-11 13F Dorsey & Whitney Trust CO LLC 8 240 0,00 2 355 11,88
2025-07-30 13F Birch Hill Investment Advisors LLC 800 0,00 229 11,76
2025-08-11 13F Brown Brothers Harriman & Co 1 330 0,00 380 12,09
2025-05-01 13F Quest 10 Wealth Builders, Inc. 56 0,00 14 −12,50
2025-07-28 13F Frazier Financial Advisors, LLC 110 0,00 31 10,71
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 37 470 −54,51 10 711 −49,11
2025-04-11 13F Procyon Private Wealth Partners, LLC 0 −100,00 0
2025-08-11 13F Summit Wealth Partners, LLC 1 762 0,00 504 11,78
2025-07-23 13F Foundation Wealth Management, LLC 20 000 21,93 5 716 36,42
2025-08-06 13F Marco Investment Management Llc 945 0,00 270 12,03
2025-07-15 13F Avaii Wealth Management, Llc 1 533 −0,58 438 11,17
2025-08-14 13F Synovus Financial Corp 38 385 −3,35 10 977 8,16
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 181 980 0,65 53 147 15,03
2025-08-14 13F Monograph Wealth Advisors, Llc 993 0,00 284 11,86
2025-07-30 13F Klingenstein Fields & Co Lp 1 335 0,00 382 11,73
2025-04-11 13F Seacrest Wealth Management, Llc 0 −100,00 0
2025-07-14 13F Opal Wealth Advisors, LLC 1 152 46,38 329 63,68
2025-07-15 13F Family Investment Center, Inc. 731 209
2025-08-12 13F Change Path, LLC 9 347 16,04 2 672 29,83
2025-08-08 13F Emerald Investment Partners, Llc 502 −5,46 144 5,93
2025-08-14 13F Citadel Advisors Llc Put 6 500 −1,52 1 858 10,20
2025-05-07 13F Pin Oak Investment Advisors Inc 0 −100,00 0
2025-07-24 13F Baxter Bros Inc 900 0,00 257 12,23
2025-07-16 13F West Branch Capital LLC 88 0,00 25 13,64
2025-08-15 13F Semmax Financial Advisors Inc. 175 0,00 51 11,11
2025-08-14 13F Citadel Advisors Llc Call 4 600 109,09 1 315 133,81
2025-08-14 13F Citadel Advisors Llc 5 158 −91,29 1 474 −90,26
2025-04-25 13F Sovran Advisors, LLC 0 −100,00 0
2025-04-29 13F Financial Network Wealth Management LLC 63 0
2025-07-30 13F SkyOak Wealth, LLC 2 314 −1,74 661 9,98
2025-07-17 13F Janney Montgomery Scott LLC 12 918 −28,18 4 −25,00
2025-07-30 13F Financial Perspectives, Inc 605 4,85 173 17,01
2025-08-05 13F GPS Wealth Strategies Group, LLC 122 6,09 35 17,24
2025-08-07 13F Future Fund LLC 18 311 5 234
2025-08-04 13F Spinnaker Trust 965 0,00 276 11,79
2025-08-12 13F Quadcap Wealth Management, LLC 3 059 0,53 874 12,48
2025-06-03 13F/A First National Bank Of Omaha 860 −10,42 220 −9,50
2025-04-29 13F Hm Payson & Co 2 050 −20,11 524 −29,13
2025-05-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-05-22 NP SSETX - BNY Mellon Small Cap Growth Fund Class I 771 18,43 197 5,91
2025-07-08 13F Zrc Wealth Management, Llc 537 0,00 154 11,68
2025-07-11 13F Eagle Bay Advisors LLC 1 388 0,00 397 11,86
2025-08-14 13F McIlrath & Eck, LLC 95 0,00 27 12,50
2025-08-12 13F Cornerstone Wealth Management, LLC 3 902 −0,05 1 115 11,84
2025-07-08 13F Advance Capital Management, Inc. 1 073 −30,60 307 −22,53
2025-08-06 13F Prospera Financial Services Inc 12 530 −5,67 3 583 5,57
2025-08-05 13F Integrity Financial Corp /WA 48 0,00 14 8,33
2025-08-14 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-05-02 13F Capital A Wealth Management, LLC 20 122,22 5 150,00
2025-07-21 13F Stock Yards Bank & Trust Co 14 082 −0,68 4 025 11,10
2025-08-13 13F Summit Financial, LLC 37 303 4,79 10 663 17,23
2025-07-10 13F Tompkins Financial Corp 9 346 −7,03 2 672 4,01
2025-04-14 13F Bank of New Hampshire 0 −100,00 0
2025-07-22 13F Old National Bancorp /in/ 1 143 327
2025-08-14 13F Warren Averett Asset Management, LLC 37 944 −8,79 10 847 2,04
2025-07-25 13F Tranquility Partners, LLC 4 731 −0,50 1 353 11,28
2025-07-29 13F Fundamentun, Llc 1 288 −49,82 368 −43,90
2025-07-02 13F Dentgroup LLC 1 301 −20,14 372 −10,58
2025-08-11 13F Tidemark, LLC 370 0,00 106 11,70
2025-08-14 13F Strive Asset Management, LLC 0 −100,00 0
2025-05-13 13F Roanoke Asset Management Corp/ Ny 839 0,00 0
2025-07-18 13F First Pacific Financial 65 19
2025-08-14 13F Sand Hill Global Advisors, LLC 8 984 −0,01 2 568 11,90
2025-08-06 13F Moors & Cabot, Inc. 1 231 −0,40 352 11,43
2025-08-27 13F/A Squarepoint Ops LLC 4 367 −70,21 1 248 −66,68
2025-08-08 13F Creative Planning 176 494 −1,25 50 452 10,47
2025-08-14 13F Wetherby Asset Management Inc 1 008 −63,92 288 −64,18
2025-08-11 13F Somerset Group LLC 7 040 0,00 2 012 11,90
2025-07-30 13F Green Square Capital Advisors Llc 6 225 −0,81 1 779 10,98
2025-07-25 13F Fifth Third Wealth Advisors LLC 7 207 −6,39 2 060 4,73
2025-05-15 13F Grayhawk Investment Strategies Inc. 2 044 −22,69 522 −31,32
2025-08-12 13F JMG Financial Group, Ltd. 6 603 0,00 1 888 11,86
2025-07-23 13F BankPlus Trust Department 570 0,00 163 11,72
2025-08-06 13F Legacy Bridge, LLC 7 203 −0,04 2 059 11,84
2025-04-22 13F Gpwm Llc 0 −100,00 0
2025-05-07 13F/A Symmetry Investments LP 0 −100,00 0 −100,00
2025-07-11 13F Adirondack Trust Co 1 013 −24,91 290 −15,99
2025-08-08 13F Smithfield Trust Co 930 18,47 0
2025-08-06 13F Commonwealth Equity Services, Llc 487 785 −4,88 139 6,11
2025-08-14 13F Ancora Advisors, LLC 426 0,00 122 12,04
2025-08-04 13F AdvisorShares Investments LLC 7 400 2 115
2025-07-16 13F Paragon Capital Management Ltd 1 486 20,71 425 35,03
2025-07-18 13F Trust Co Of Vermont 935 0,00 267 12,18
2025-08-11 13F Guidance Point Advisors, LLC 3 497 −6,87 1 000 4,28
2025-07-08 13F Nbc Securities, Inc. 3 401 4,68 1
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 4 328 1 097
2025-07-16 13F St Germain D J Co Inc 1 714 0,00 490 11,90
2025-08-08 13F Family Firm, Inc. 0 −100,00 0
2025-08-14 13F Headlands Technologies LLC 1 086 16,52 310 30,25
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 900 0,00 257 12,23
2025-05-05 13F Hazlett, Burt & Watson, Inc. 0 −100,00 0
2025-08-06 13F Bensler, LLC 2 437 0,04 697 11,90
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 3 847 0,00 983 0,00
2025-08-13 13F VestGen Advisors, LLC 8 318 0,39 2 378 12,28
2025-07-07 13F RDA Financial Network 883 −0,79 252 11,01
2025-07-23 13F Richardson Capital Management LLC 25 0,00 7 16,67
2025-08-04 13F AMG National Trust Bank 56 327 −7,61 16 102 3,35
2025-08-12 13F Palisades Hudson Asset Management, L.P. 2 566 0,12 1
2025-08-04 13F Mesirow Financial Investment Management, Inc. 2 674 −3,22 764 8,37
2025-07-25 13F Genesee Capital Advisors, LLC 1 840 0,00 526 11,70
2025-07-30 13F Bogart Wealth, LLC 43 0,00 12 20,00
2025-08-04 13F Arkadios Wealth Advisors 2 269 0,89 649 12,89
2025-08-11 13F Intrepid Financial Planning Group LLC 3 786 −1,64 1 082 10,07
2025-07-17 13F Sound Income Strategies, LLC 33 −58,75 9 −55,00
2025-07-25 13F Apollon Wealth Management, LLC 3 603 1,29 1 030 13,33
2025-04-23 13F Bluesphere Advisors, LLC 0 −100,00 0 −100,00
2025-07-17 13F City Holding Co 80 0,00 23 10,00
2025-07-15 13F Graypoint LLC 3 639 0,00 1 040 11,95
2025-08-14 13F Gotham Asset Management, LLC 7 064 637,37 2 019 727,46
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0 −100,00
2025-05-16 13F Fred Alger Management, Llc 0 −100,00 0 −100,00
2025-07-29 13F Private Trust Co Na 1 362 25,88 389 40,94
2025-07-17 13F Independence Bank of Kentucky 737 0,14 211 11,70
2025-07-08 13F Rise Advisors, LLC 49 0,00 14 16,67
2025-05-09 13F Briaud Financial Planning, Inc 0 −100,00 0
2025-07-16 13F Falcon Wealth Planning 1 175 −6,00 336 5,02
2025-07-10 13F Trust Point Inc. 4 947 −16,45 1 414 −6,48
2025-08-04 13F HBK Sorce Advisory LLC 2 902 −2,72 830 8,79
2025-05-05 13F GW&K Investment Management, LLC 0 −100,00 0
2025-08-25 13F/A Promus Capital, LLC 153 0,00 44 10,26
2025-08-13 13F Loomis Sayles & Co L P 674 0,00 193
2025-07-28 13F Wealthspan Partners, Llc 944 270
2025-08-05 13F Dunhill Financial, LLC 32 9
2025-08-13 13F Colonial Trust Co / SC 2 028 11,55 580 24,78
2025-08-14 13F Nicholas Investment Partners, LP 0 −100,00 0
2025-08-14 13F Comerica Bank 82 420 1,80 23 561 13,89
2025-04-01 13F Modus Advisors, LLC 0 −100,00 0 −100,00
2025-05-14 13F Clarkston Capital Partners, LLC 0 −100,00 0
2025-07-11 13F Diversified Trust Co 3 607 −1,10 1 031 10,74
2025-08-11 13F Citigroup Inc 54 104 10,40 15 466 23,50
2025-07-28 13F Eq Wealth Advisors, Llc 1 0
2025-08-11 13F Foundation Wealth Management, LLC\PA 8 580 −0,27 2 453 11,56
2025-08-14 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-08-14 13F Parvin Asset Management, LLC 150 0,00 43 10,53
2025-08-14 13F Mpwm Advisory Solutions, Llc 99 153,85 28 211,11
2025-07-29 13F Kanawha Capital Management Llc 1 498 0,00 428 12,04
2025-08-08 13F Pnc Financial Services Group, Inc. 607 024 −6,26 173 524 4,87
2025-08-14 13F Family Management Corp 411 −12,74 117 −2,50
2025-07-07 13F Lwm Advisors Inc 21 860 −1,31 6 249 7,80
2025-07-22 13F Appleton Partners Inc/ma 4 416 −0,11 1 0,00
2025-07-15 13F Missouri Trust & Investment Co 30 0,00 9 14,29
2025-08-08 13F Pacific Life Fund Advisors LLC 81 647 −16,78 23 340 −6,90
2025-08-14 13F Bragg Financial Advisors, Inc 3 886 0,78 1 111 12,69
2025-08-14 13F Icon Wealth Advisors, LLC 821 0,12 235 11,96
2025-06-25 NP SASMX - ClearBridge Small Cap Growth Fund Class A This fund is a listed as child fund of Clearbridge, Llc 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 0 −100,00 0 −100,00
2025-06-25 NP WFGDX - Wells Fargo Emerging Growth Fund Administrator Class 0 −100,00 0 −100,00
2025-07-23 13F Eagle Strategies LLC 5 389 −4,37 1 540 7,02
2025-08-08 13F Fortis Group Advisors, LLC 15 363 −47,51 4 458 −40,41
2025-08-08 13F Flaharty Asset Management, LLC 47 387 3,82 13 546 16,14
2025-08-14 13F Smartleaf Asset Management LLC 1 870 154,08 533 181,48
2025-08-26 13F/A Thrivent Financial For Lutherans 5 869 −17,15 2 0,00
2025-04-21 13F L.m. Kohn & Company 0 −100,00 0 −100,00
2025-07-15 13F Cranbrook Wealth Management, LLC 1 688 0,00 482 11,83
2025-07-31 13F Vaughan David Investments Inc/il 1 000 −16,32 0
2025-08-08 13F Capital Investment Advisory Services, LLC 13 0,00 4 0,00
2025-08-12 13F Manchester Capital Management LLC 612 −11,18 175 −1,14
2025-08-14 13F Diversify Wealth Management, Llc 1 471 0,68 441 18,28
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-07-17 13F Raleigh Capital Management Inc. 14 0,00 4 33,33
2025-08-13 13F Northwestern Mutual Wealth Management Co 128 158 −1,96 36 635 9,68
2025-07-17 13F Paradigm Financial Partners, Llc 1 164 0,00 333 11,78
2025-08-14 13F Quantinno Capital Management LP 1 000 286
2025-07-18 13F PBMares Wealth Management LLC 1 355 0,00 387 11,85
2025-07-30 13F Phillips Financial Management, Llc 430 123
2025-07-17 13F Moody Lynn & Lieberson, Llc 10 299 −4,63 2 944 6,71
2025-08-13 13F Baird Financial Group, Inc. 46 364 4,09 13 254 16,45
2025-05-12 13F Sandy Spring Bank 1 535 0,00 392 −11,11
2025-07-09 13F Presidio Capital Management, LLC 700 −15,05 200 −4,76
2025-07-25 13F St. Louis Trust Co 11 467 0,00 3 278 11,84
2025-07-22 13F Clarius Group, LLC 884 −70,38 253 −66,93
2025-08-13 13F Capital Group Private Client Services, Inc. 4 397 0,05 1 257 11,94
2025-08-12 13F LPL Financial LLC 525 482 0,90 150 214 12,87
2025-08-13 13F EverSource Wealth Advisors, LLC 52 −98,74 15 −98,67
2025-08-11 13F Bradley Foster & Sargent Inc/ct 2 299 −0,22 657 11,73
2025-08-05 13F EPG Wealth Management LLC 93 0,00 27 13,04
2025-07-22 13F Coastal Investment Advisors, Inc. 200 0,00 57 11,76
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 1 218 0,16 348 12,26
2025-08-14 13F Royal Bank Of Canada 335 394 −11,18 95 875 −0,64
2025-05-19 13F Ubs Asset Management Americas Inc 0 −100,00 0
2025-07-15 13F Riverbridge Partners Llc 6 751 −49,55 1 930 −43,58
2025-08-08 13F Foundations Investment Advisors, LLC 1 104 −39,44 316 −32,26
2025-08-15 13F CI Private Wealth, LLC 243 212 −38,77 69 509 −31,51
2025-08-14 13F Raymond James Financial Inc 368 870 −23,48 105 445 −14,40
2025-08-14 13F Murphy & Mullick Capital Management Corp 303 0,00 88 12,99
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-05-12 13F Benjamin Edwards Inc 0 −100,00 0
2025-07-28 13F Copia Wealth Management 2 798 3,32 800 15,63
2025-07-14 13F Painted Porch Advisors LLC 0 −100,00 0 −100,00
2025-07-17 13F Catalytic Wealth RIA, LLC 1 363 0,00 390 11,78
2025-08-14 13F Integrated Wealth Concepts LLC 3 316 −7,24 948 3,83
2025-07-07 13F Investors Research Corp 73 121,21 21 150,00
2025-07-14 13F Brady Martz Wealth Solutions, LLC 4 262 −4,27 1 218 7,12
2025-07-17 13F Greenleaf Trust 987 0,00 282 11,90
2025-07-10 13F Selective Wealth Management, Inc. 1 202 0,00 352 22,22
2025-04-18 13F Colorado Capital Management, Inc. 0 −100,00 0
2025-08-08 13F Gts Securities Llc 24 586 12,05 7 023 25,25
2025-07-21 13F Quent Capital, LLC 32 807 16,52 9 378 30,36
2025-08-01 13F SYM FINANCIAL Corp 246 0,00 70 12,90
2025-07-22 13F Belpointe Asset Management LLC 0 −100,00 0
2025-08-28 NP POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A 3 352 −6,73 958 4,36
2025-07-08 13F Atlas Brown,Inc. 10 343 0,29 2 957 12,18
2025-07-03 13F Trust Co of the South 775 222
2025-07-11 13F Luts & Greenleigh Group, Inc 7 088 17,70 2 026 31,73
2025-07-31 13F Blake Schutter Theil Wealth Advisors, LLC 2 315 662
2025-08-08 13F/A Sterling Capital Management LLC 3 763 75,19 1 076 96,17
2025-08-06 13F Eukles Asset Management 5 276 −2,13 1 508 9,51
2025-07-29 13F Regions Financial Corp 13 179 −0,89 3 767 10,86
2025-07-15 13F Yarbrough Capital, LLC 96 015 27 447
2025-08-08 13F Renasant Bank 4 016 −2,60 1 148 9,02
2025-08-13 13F Elgethun Capital Management 2 075 −12,63 593 −2,15
2025-08-11 13F Lake Street Financial Llc 708 −59,82 202 −55,11
2025-07-07 13F Wesbanco Bank Inc 3 269 −2,07 934 9,62
2025-08-07 13F Montag A & Associates Inc 1 562 6,33 447 18,93
2025-04-10 13F SMI Advisory Services, LLC 0 −100,00 0
2025-05-01 13F Austin Wealth Management, LLC 0 −100,00 0
2025-07-23 13F Citizens National Bank Trust Department 1 340 0,00 383 11,99
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 7 855 −7,10 2 246 3,94
2025-08-14 13F Fayez Sarofim & Co 1 314 0,00 376 11,94
2025-07-25 13F Richardson Financial Services Inc. 52 0,00 15 7,69
2025-08-13 13F Cary Street Partners Financial Llc 787 −0,51 225 10,89
2025-07-10 13F Atticus Wealth Management, Llc 514 0,19 147 11,45
2025-07-24 13F Callan Family Office, LLC 0 −100,00 0
2025-07-23 13F Nbt Bank N A /ny 3 745 −3,50 1 071 7,97
2025-08-01 13F Bank of Jackson Hole Trust 360 0,00 103 3,03
2025-08-07 13F Axiom International Investors Llc /de 18 600 −34,74 5 317 −27,00
2025-08-12 13F Gladstone Institutional Advisory LLC 1 962 1,29 561 13,13
2025-07-24 13F Rice Partnership, LLC 456 0,00 130 12,07
2025-07-17 13F Park Place Capital Corp 1 042 −76,06 297 −73,29
2025-05-07 13F Portland Global Advisors LLC 0 −100,00 0 −100,00
2025-08-14 13F Harwood Advisory Group, LLC 2 0,00 1
2025-07-17 13F Hanson & Doremus Investment Management 339 84,24 0
2025-08-12 13F Tradition Wealth Management, LLC 11 689 0,01 3 341 11,89
2025-08-11 13F Lighthouse Financial LLC 5 610 −5,87 1 604 5,32
2025-08-13 13F Cresset Asset Management, LLC 145 291 −21,63 41 533 −12,32
2025-08-13 13F Scotia Capital Inc. 1 086 0,00 310 11,91
2025-07-14 13F Armstrong Advisory Group, Inc 65 −54,23 19 −55,00
2025-07-17 13F LexAurum Advisors, LLC 0 −100,00 0
2025-07-24 13F Columbia Advisory Partners Llc 1 706 −33,23 488 −25,31
2025-07-18 13F RKL Wealth Management LLC 0 −100,00 0
2025-08-12 13F Wood Tarver Financial Group, LLC 51 0,00 0 −100,00
2025-04-30 13F Mjp Associates Inc /adv 0 −100,00 0
2025-08-05 13F Welch & Forbes Llc 14 218 −2,64 4 064 8,93
2025-08-14 13F Great Valley Advisor Group, Inc. 13 618 −0,53 3 893 11,29
2025-06-26 NP FOCSX - Fidelity Small Cap Growth K6 Fund This fund is a listed as child fund of Fmr Llc 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 576 635 12,51 146 206 −3,92
2025-07-11 13F Bell Bank 2 709 −3,90 774 7,50
2025-08-14 13F Moneta Group Investment Advisors Llc 80 669 −4,69 23 060 6,62
2025-08-12 13F Main Management LLC 0 −100,00 0
2025-08-13 13F Natixis Advisors, L.p. 16 273 −27,22 5 −20,00
2025-05-13 13F Standard Family Office LLC 0 −100,00 0
2025-07-16 13F Plancorp, LLC 1 953 −0,15 558 11,82
2025-07-31 13F First Business Financial Services, Inc. 3 132 0,00 895 11,88
2025-07-29 13F Chicago Partners Investment Group LLC 755 223
2025-05-07 13F First Heartland Consultants, Inc. 0 −100,00 0
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 214 442 2,72 61 301 14,91
2025-07-23 13F Fulton Breakefield Broenniman Llc 1 254 −0,48 358 11,53
2025-08-05 13F Integrity Wealth Solutions LLC 2 247 −7,15 642 3,88
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 737 −49,07 211 −43,09
2025-08-27 13F/A Squarepoint Ops LLC Put 0 −100,00 0 −100,00
2025-08-08 13F Strategies Wealth Advisors, LLC 2 486 −10,45 711 0,14
2025-05-15 13F Glenmede Trust Co Na 23 400 −6,05 5 979 −16,59
2025-08-27 13F/A Squarepoint Ops LLC Call 0 −100,00 0 −100,00
2025-08-12 13F SlateStone Wealth, LLC 1 027 0,00 0
2025-07-22 13F Willner & Heller, Llc 1 452 0,14 415 11,89
2025-07-29 13F Disciplined Investments, LLC 3 027 0,03 865 11,90
2025-08-07 13F Fund Evaluation Group, LLC 32 658 0,00 9 336 11,86
2025-07-09 13F Finley Financial, LLC 14 195 0,00 4 058 12,07
2025-08-08 13F Financial Life Planners 0 −100,00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 7 122 −0,29 2 036 11,51
2025-07-29 13F Quotient Wealth Partners, LLC 1 331 2,86 380 15,15
2025-08-13 13F Townsquare Capital Llc 1 056 −75,00 302 −72,10
2025-07-15 13F Elevated Capital Advisors, LLC 2 918 0,00 746 0,00
2025-08-12 13F Eisler Capital Management Ltd. 0 −100,00 0
2025-07-14 13F Occidental Asset Management, LLC 20 001 −1,25 5 718 10,47
2025-08-14 13F Atomi Financial Group, Inc. 2 607 −41,91 745 −34,99
2025-07-15 13F Kopp Family Office, LLC 0 −100,00 0
2025-08-08 13F Arcadia Investment Management Corp/mi 235 −34,72 67 −26,37
2025-08-26 NP QLMSIX - ClearBridge Variable Small Cap Growth Portfolio Class I This fund is a listed as child fund of Clearbridge, Llc 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 10 100 −32,21 2 887 −24,17
2025-07-11 13F Compass Ion Advisors, LLC 772 221
2025-08-08 13F Glassman Wealth Services 33 0,00 9 12,50
2025-08-14 13F Stifel Financial Corp 69 157 −10,28 19 775 0,37
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 3 675 −4,64 1 051 6,71
2025-08-13 13F Haverford Trust Co 5 971 −0,12 1 707 11,72
2025-05-30 NP HHCAX - Highland Long/Short Healthcare Fund Class A Short −2 924 −747
2025-07-24 13F Ronald Blue Trust, Inc. 7 779 2,82 2 224 15,00
2025-08-12 13F Cynosure Management, Llc 0 −100,00 0
2025-07-21 13F HighMark Wealth Management LLC 272 −5,23 78 5,48
2025-07-28 13F Ritholtz Wealth Management 1 218 348
2025-07-31 13F Curio Wealth, Llc 0 −100,00 0
2025-08-14 13F/A Skopos Labs, Inc. 509 4 141,67 146 4 733,33
2025-08-05 13F Key FInancial Inc 1 394 0,00 398 11,80
2025-04-30 13F BCJ Capital Management, LLC 0 −100,00 0
2025-08-05 13F Bank Of Montreal /can/ 75 658 −2,33 21 628 9,27
2025-08-14 13F Ameriprise Financial Inc 129 750 4,75 36 995 17,98
2025-07-18 13F CHURCHILL MANAGEMENT Corp 997 −29,89 285 −21,49
2025-08-13 13F Ark & Tlk Investments, Llc 2 332 0,00 667 11,93
2025-08-08 13F Union Savings Bank 245 0,00 71 14,52
2025-07-22 13F Gutierrez Wealth Advisory, LLC 1 323 −5,63 378 5,59
2025-07-18 13F Pure Financial Advisors, Inc. 786 225
2025-07-24 13F Capital Advisors, Ltd. LLC 498 −37,98 0
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 2 144 5,25 613 17,69
2025-07-02 13F InvesTrust 18 605 −0,03 5 318 11,84
2025-08-06 13F Paladin Advisory Group, LLC 1 259 0,00 360 11,84
2025-07-29 NP JSJIX - Small Cap Growth Fund Class NAV 26 900 −5,61 7 253 −8,06
2025-08-11 13F Oder Investment Management, LLC 1 260 −1,18 360 10,77
2025-08-08 13F Mv Capital Management, Inc. 10 076 −5,58 2 880 5,65
2025-08-13 13F SCS Capital Management LLC 1 864 0,00 533 11,76
2025-08-13 13F M&t Bank Corp 366 505 −6,64 104 769 4,44
2025-07-31 13F Glass Jacobson Investment Advisors llc 3 434 −3,92 982 −4,57
2025-07-22 13F DT Investment Partners, LLC 13 294 −8,22 3 800 2,67
2025-07-22 13F Confluence Wealth Services, Inc. 53 527 6,87 15 301 24,24
2025-08-12 13F Team Hewins, LLC 27 910 7,73 7 978 20,53
2025-05-12 13F Ameritas Investment Partners, Inc. 0 −100,00 0
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 6 218 −1,89 1 777 14,06
2025-05-15 13F Oberweis Asset Management Inc/ 0 −100,00 0
2025-08-13 13F Alerus Financial Na 9 3
2025-04-14 13F NewSquare Capital LLC 0 −100,00 0 −100,00
2025-07-07 13F LBJ Family Wealth Advisors, Ltd. 25 864 0,03 7 16,67
2025-08-08 13F First Western Trust Bank 1 142 −1,64 326 10,14
2025-08-14 13F State Street Corp 296 866 84 862
2025-08-07 13F BHK Investment Advisors, LLC 1 159 13,18 331 26,82
2025-08-14 13F Wealth Advisors of Tampa Bay, LLC 0 −100,00 0
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0 −100,00
2025-08-14 13F Gen-Wealth Partners Inc 51 15
2025-07-08 13F Atwood & Palmer Inc 0 −100,00 0
2025-04-28 13F Arlington Trust Co LLC 0 −100,00 0
2025-07-08 13F Heartwood Wealth Advisors LLC 985 0,00 282 11,95
2025-07-15 13F Bfsg, Llc 20 −50,00 6 −50,00
2025-07-09 13F Massmutual Trust Co Fsb/adv 872 0,00 249 12,16
2025-08-06 13F Golden State Wealth Management, LLC 10 399 −5,27 2 973 5,99
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 64 0,00 18 12,50
2025-07-25 13F Lodestar Private Asset Management Llc 750 214
2025-07-30 13F Exencial Wealth Advisors, Llc 1 520 2,29 435 14,51
2025-08-15 13F Lgl Partners, Llc 12 074 13,25 3 514 29,00
2025-07-22 13F Sage Financial Group Inc 763 218
2025-08-12 13F Coston, McIsaac & Partners 183 0,00 0
2025-07-09 13F Triumph Capital Management 1 099 0,55 314 12,54
2025-07-08 13F Webster Bank, N. A. 427 −6,97 122 4,27
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 893 100,22 255 125,66
2025-08-14 13F Manufacturers Life Insurance Company, The 217 719 62 237
2025-08-28 NP POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C 33 267 −3,18 9 510 8,32
2025-07-28 13F Courier Capital Llc 46 092 1,66 13 176 13,72
2025-05-01 13F Lane & Associates LLC 8 049 5,84 2 057 −8,95
2025-05-15 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-08-12 13F Howe & Rusling Inc 125 36
2025-08-14 13F Fiduciary Trust Co 21 500 −4,21 6 146 7,15
2025-05-15 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-08-07 13F Verus Capital Partners, Llc 3 440 2,93 983 15,24
2025-08-12 13F Deutsche Bank Ag\ 383 −1,29 109 10,10
2025-08-01 13F Belvedere Trading LLC Call 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 982 −23,88 281 −24,53
2025-05-15 13F Wolverine Trading, Llc 0 −100,00 0
2025-06-26 NP SPEDX - Alger Dynamic Opportunities Fund Class A Short −11 584 −2 937
2025-07-21 13F Mendota Financial Group, LLC 170 0,00 49 11,63
2025-08-25 NP QPX - AdvisorShares Q Dynamic Growth ETF 7 400 1 272,91 2 115 1 526,92
2025-08-01 13F Twin Lakes Capital Management, LLC 26 0,00 7 16,67
2025-07-08 13F/A Salem Investment Counselors Inc 37 0,00 11 11,11
2025-07-14 13F Maryland Capital Advisors Inc. 8 −11,11 2 0,00
2025-08-13 13F Russell Investments Group, Ltd. 1 090 −5,13 312 6,14
2025-08-05 13F Frederick Financial Consultants, LLC 3 912 0,00 1 118 11,91
2025-08-14 13F Two Sigma Securities, Llc 2 238 −13,26 640 −3,03
2025-08-08 13F Atlantic Trust, LLC 88 0,00 25 13,64
2025-08-14 13F Price T Rowe Associates Inc /md/ 9 181 13,39 3 0,00
2025-08-12 13F Armor Investment Advisors, LLC 1 618 0,00 463 11,86
2025-08-14 13F/A Barclays Plc 38 376 15,57 11 25,00
2025-07-25 13F Verdence Capital Advisors LLC 1 795 0,00 513 12,01
2025-07-01 13F First National Bank Sioux Falls 3 159 0,00 903 11,90
2025-08-15 13F Provenance Wealth Advisors, LLC 66 19
2025-04-23 13F Nvest Financial, LLC 0 −100,00 0
2025-08-13 13F Vance Wealth, Inc. 11 160 6,41 3 190 19,07
2025-07-23 13F Sax Wealth Advisors, Llc 1 326 3,67 379 16,26
2025-04-15 13F Transform Wealth, LLC 1 992 −2,31 509 −13,14
2025-08-21 13F Clarion Wealth Managment Partners, LLC 3 893 1 113
2025-07-14 13F Mechanics Bank Trust Department 18 694 −19,44 5 344 −9,88
2025-07-23 13F Valmark Advisers, Inc. 1 386 31,00 396 46,67
2025-07-14 13F Abound Wealth Management 68 0,00 19 11,76
2025-07-28 13F Harbour Investments, Inc. 2 577 11,32 737 24,53
2025-08-14 13F Camden Capital, LLC 1 220 2,43 349 14,47
2025-08-11 13F Aptus Capital Advisors, LLC 1 636 0,43 468 12,26
2025-08-14 13F Bishop & Co Investment Management, LLC 16 994 −0,05 4 858 11,81
2025-07-16 13F Dakota Wealth Management 5 992 −1,40 1 713 10,31
2025-08-06 13F Legacy Wealth Managment, LLC/ID 36 0,00 10 11,11
2025-07-17 13F HB Wealth Management, LLC 21 525 4,03 6 153 16,38
2025-07-25 13F Oak Ridge Investments Llc 0 −100,00 0
2025-08-13 13F Boston Family Office Llc 4 441 −3,48 1 0,00
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1 059 0,38 303 12,27
2025-08-13 13F Nbw Capital Llc 21 882 −1,98 6 255 9,66
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 2 866 3,20 819 15,51
2025-08-07 13F Kestra Private Wealth Services, Llc 20 811 −8,83 5 949 2,01
2025-07-07 13F Bangor Savings Bank 1 552 0,00 444 11,87
2025-08-14 13F Hilltop Holdings Inc. 8 602 −0,50 2 459 11,27
2025-08-14 13F CoreCap Advisors, LLC 17 −74,24 5 −68,75
2025-07-16 13F Perigon Wealth Management, LLC 2 665 −2,88 762 8,56
2025-08-12 13F Essex Investment Management Co Llc 974 −34,45 278 −26,65
2025-07-28 13F Twin Tree Management, LP 1 640 −65,11 469 −61,00
2025-08-05 13F Tsfg, Llc 316 0,00 0
2025-08-12 13F J.w. Cole Advisors, Inc. 4 642 −2,34 1 327 9,31
2025-07-29 13F Hoese & Co LLP 0 −100,00 0
2025-08-14 13F Clientfirst Wealth Management, LLC 841 0,00 240 12,15
2025-04-23 13F SOL Capital Management CO 0 −100,00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 97 475 −3,48 29 665 14,95
2025-07-28 13F Twin Tree Management, LP Put 15 300 −25,37 4 374 −16,51
2025-07-30 13F TFB Advisors LLC 809 −0,37 231 11,59
2025-07-18 13F SOA Wealth Advisors, LLC. 1 822 −7,51 521 3,38
2025-08-13 13F Rosenblum Silverman Sutton S F Inc /ca 1 033 −1,43 295 10,49
2025-07-25 13F Cwm, Llc 15 979 −2,56 5 0,00
2025-08-12 13F Erickson Financial Group, LLC 26 599 −24,29 7 604 −15,31
2025-07-29 13F William Blair Investment Management, Llc 46 481 −5,90 13 287 5,28
2025-07-16 13F Northern Oak Wealth Management Inc 10 333 −9,50 2 954 1,23
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 1 067 0,00 305 12,13
2025-07-29 13F LMG Wealth Partners, LLC 44 672 −0,31 12 770 11,52
2025-08-14 13F Tudor Investment Corp Et Al 41 350 219,18 11 820 257,10
2025-08-12 13F MAI Capital Management 101 692 0,40 29 070 12,31
2025-05-13 13F Neuberger Berman Group LLC 0 −100,00 0
2025-07-28 13F Naviter Wealth, LLC 4 560 0,00 1 304 10,99
2025-08-11 13F Wealthspire Advisors, LLC 48 040 −2,44 13 733 9,14
2025-08-05 13F Aviance Capital Partners, LLC 790 0,00 226 11,94
2025-07-21 13F Ameritas Advisory Services, LLC 813 −54,63 232 −53,88
2025-07-31 13F City State Bank 300 0,00 86 11,84
2025-08-18 13F Hollencrest Capital Management 2 861 0,00 818 11,76
2025-08-05 13F Mma Asset Management Llc 5 549 −73,15 1 586 −69,96
2025-07-18 13F McGuire Investment Group, LLC 1 754 5,79 501 18,44
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 3 408 12,59 968 24,13
2025-07-11 13F Prosperity Planning, Inc. 3 239 −0,25 926 11,58
2025-07-21 13F Ameriflex Group, Inc. 25 0,00 7 16,67
2025-08-12 13F Bedel Financial Consulting, Inc. 2 602 0,00 744 11,56
2025-08-15 13F Captrust Financial Advisors 76 662 26,54 21 915 41,55
2025-07-30 13F Wbh Advisory Inc 871 249
2025-08-05 13F Freestone Capital Holdings, LLC 3 342 −0,18 955 11,70
2025-05-15 13F Df Dent & Co Inc 0 −100,00 0
2025-07-17 13F Wolff Wiese Magana Llc 52 0,00 15 7,69
2025-08-08 13F Hartland & Co., LLC 9 823 8,71 2 808 21,62
2025-07-22 13F Relyea Zuckerberg Hanson LLC 8 516 −0,87 2 434 10,89
2025-08-13 13F Smith, Moore & Co. 1 133 0,09 324 11,76
2025-07-25 13F Carbahal Olsen Financial Services Group, LLC 14 779 0,07 4 220 11,82
2025-07-29 13F Harbor Asset Planning, Inc. 113 32
2025-08-12 13F MWA Asset Management 4 793 −18,25 1 370 −8,54
2025-08-13 13F Lido Advisors, LLC 9 416 61,95 2 692 81,21
2025-07-25 13F Wealth Architects, LLC 726 208
2025-07-11 13F Pinnacle Bancorp, Inc. 100 −13,04 29 −3,45
2025-08-14 13F Legato Capital Management LLC 0 −100,00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 1 676 0,72 479 12,71
2025-05-15 13F Granahan Investment Management Inc/ma 0 −100,00 0
2025-05-12 13F Ingalls & Snyder Llc 0 −100,00 0
2025-07-17 13F Oakworth Capital, Inc. 477 −10,34 136 0,74
2025-07-25 13F Johnson Investment Counsel Inc 24 921 −12,83 7 124 −2,49
2025-08-11 13F Cascade Wealth Advisors, Inc 1 718 0,00 501 20,19
2025-07-25 13F Pegasus Asset Management, Inc. 1 357 0,00 388 11,85
2025-07-25 13F PrairieView Partners, LLC 1 0
2025-07-16 13F PFS Partners, LLC 81 0,00 23 15,00
2025-08-07 13F Gryphon Financial Partners LLC 853 0,00 244 11,98
2025-05-01 13F Cardinal Strategic Wealth Guidance 0 −100,00 0
2025-05-14 13F Trexquant Investment LP 0 −100,00 0
2025-07-16 13F Diversified Enterprises, LLC 782 224
2025-08-12 13F Pathstone Holdings, LLC 133 735 −8,70 38 179 2,00
2025-07-01 13F Kera Capital Partners, Inc. 0 −100,00 0
2025-08-13 13F F/M Investments LLC 2 254 0,00 644 12,00
2025-07-14 13F Parkshore Wealth Management, Inc. 1 690 −9,63 483 1,26
2025-08-13 13F Baker Avenue Asset Management, LP 1 019 0,00 291 11,92
2025-07-22 13F Noble Family Wealth, LLC 20 968 3,86 5 994 16,19
2025-04-30 13F Sofos Investments, Inc. 134 10,74 34 9,68
2025-08-11 13F Avantax Planning Partners, Inc. 55 291 68,12 15 805 88,09
2025-07-22 13F Cedar Mountain Advisors, LLC 56 −50,88 16 −44,83
2025-08-08 13F Financial Gravity Companies, Inc. 54 −55,37 15 −55,88
2025-08-14 13F Connecticut Wealth Management, LLC 5 288 −3,94 1 512 7,47
2025-08-07 13F Cascade Financial Partners, LLC 818 0,00 234 11,48
2025-08-04 13F Creative Financial Designs Inc /adv 43 0,00 12 20,00
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 81 000 0,00 23 155 11,87
2025-08-08 13F Bailard, Inc. 18 863 2,17 5 392 14,31
2025-08-14 13F Hancock Whitney Corp 800 0,00 229 11,76
2025-08-04 13F Heritage Investors Management Corp 2 696 −0,37 1
2025-07-17 13F Gleason Group, Inc. 156 0,65 44 12,82
2025-07-17 13F XML Financial, LLC 20 555 −21,48 5 876 −12,17
2025-07-23 13F First Merchants Corp 1 054 0,00 301 11,90
2025-08-11 13F United Advisor Group, LLC 829 237
2025-08-14 13F BancorpSouth Bank 3 222 −0,15 921 11,77
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-07-18 13F Lowery Thomas, Llc 15 216 −4,01 4 350 7,38
2025-07-07 13F Global Wealth Strategies & Associates 852 −5,86 244 5,19
2025-08-05 13F Allodium Investment Consultants, LLC 1 172 0,00 335 12,04
2025-08-06 13F Savant Capital, LLC 23 263 −6,05 6 650 5,11
2025-07-29 13F Salus Financial Advisors, LLC 759 217
2025-07-23 13F Trifecta Capital Advisors, LLC 1 737 0,00 497 11,96
2025-07-30 13F Greatmark Investment Partners, Inc. 917 0,00 262 11,97
2025-07-11 13F Farther Finance Advisors, LLC 801 22,66 229 37,35
2025-07-24 13F Acima Private Wealth, Llc 3 170 0,00 906 11,85
2025-07-29 13F Angeles Wealth Management, Llc 780 0,00 223 11,56
2025-08-14 13F Colony Group, LLC 68 292 −0,05 19 522 11,81
2025-08-13 13F Summit Wealth Group Llc / Co 6 417 1 834
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 1 049 −1,96 300 9,89
2025-07-09 13F Tounjian Advisory Partners, Llc 2 390 −3,71 611 −3,63
2025-08-13 13F Nicolet Advisory Services, Llc 0 −100,00 0
2025-08-14 13F Peapack Gladstone Financial Corp 2 372 −1,04 1
2025-08-13 13F Brown Advisory Inc 179 698 52,96 51 368 71,11
2025-08-14 13F Qube Research & Technologies Ltd 43 −67,42 12 −63,64
2025-07-30 13F Sonata Capital Group Inc 6 801 0,76 2 0,00
2025-08-13 13F Connective Capital Management, LLC 13 453 0,00 3 846 11,87
2025-08-04 13F Clear Investment Research, Llc 1 581 −0,13 452 11,88
2025-08-14 13F Banco BTG Pactual S.A. 1 000 286
2025-07-31 13F FSM Wealth Advisors, LLC 1 939 3,75 558 16,98
2025-07-18 13F jvl associates llc 6 750 0,00 1 930 11,89
2025-07-21 13F Corundum Group, Inc. 29 050 1,25 8 304 13,27
2025-08-06 13F SOUTH STATE Corp 324 20,45 93 35,29
2025-08-12 13F BlackRock, Inc. 44 176 10,39 12 628 23,50
2025-07-22 13F David Wealth Management LLC 2 978 0,00 851 11,97
2025-07-16 13F LS Investment Advisors, LLC 2 475 0,00 708 11,87
2025-08-14 13F Silvercrest Asset Management Group Llc 89 397 −3,32 25 555 8,15
2025-07-29 13F Activest Wealth Management 5 0,00 1 0,00
2025-08-05 13F Mission Wealth Management, Lp 2 620 8,22 749 21,20
2025-07-17 13F Alpine Bank Wealth Management 1 310 −19,29 374 −9,66
2025-07-25 13F Ellis Investment Partners, LLC 0 −100,00 0
2025-07-10 13F Peoples Bank/KS 0 −100,00 0
2025-05-02 13F BluePointe Capital Management, LLC 2 260 577
2025-08-14 13F Spears Abacus Advisors LLC 1 023 −8,90 292 2,10
2025-08-05 13F Centennial Bank/AR/ 89 −75,07 25 −72,53
2025-07-17 13F Stephens Group Asset Management, Llc 33 835 25,79 9 672 40,72
2025-08-12 13F Bank OZK 970 0,00 277 12,15
2025-07-18 13F Pacific Point Advisors, LLC 2 500 0,00 715 11,91
2025-05-01 13F Schechter Investment Advisors, LLC 2 664 0,00 681 −11,23
2025-07-17 13F Chicago Capital, LLC 5 112 −6,60 1 461 4,51
2025-08-13 13F Renaissance Technologies Llc 4 000 1 143
2025-08-06 13F Atlantic Union Bankshares Corp 1 510 432
2025-07-14 13F Park Avenue Securities Llc 2 710 −43,73 1 −100,00
2025-07-30 13F Rehmann Capital Advisory Group 9 540 1,21 2 727 13,25
2025-07-25 13F Allspring Global Investments Holdings, LLC 3 328 0,00 951 11,88
2025-08-06 13F Legacy Investment Solutions, LLC 36 0,00 10 0,00
2025-08-14 13F Glenmede Investment Management, LP 22 629 6 469
2025-08-14 13F Glen Eagle Advisors, LLC 212 −16,54 61 −6,25
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 43 093 −41,54 12 319 −34,60
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-14 13F Oxford Financial Group Ltd 1 469 −1,08 420 10,55
2025-07-09 13F Epiq Partners, Llc 1 050 −19,23 300 −9,64
2025-07-24 13F Horizon Bancorp Inc /in/ 182 0,00 0
2025-08-13 13F Bridge City Capital, LLC 754 216
2025-06-26 NP QUASX - AB Small Cap Growth Portfolio Class A 106 639 −9,38 27 038 −22,62
2025-08-01 13F Alexander Labrunerie & Co., Inc. 878 0,00 251 11,61
2025-08-14 13F Alaska Permanent Fund Corp 0 −100,00 0
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 6 233 1 580
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-08-05 13F Sigma Planning Corp 6 164 −2,93 1 762 8,63
2025-07-23 13F SGL Investment Advisors, Inc. 5 540 8,25 1 602 19,21
2025-08-13 13F Idaho Trust Bank 19 342 21,63 5 529 36,06
2025-08-08 13F Accredited Investors Inc. 2 608 0,08 746 12,03
2025-08-11 13F NewEdge Wealth, LLC 2 015 0,00 587 14,01
2025-07-14 13F Sowell Financial Services LLC 8 073 −27,87 2 308 −19,34
2025-07-28 13F Private Wealth Asset Management, LLC 7 295 −0,10 2 085 11,80
2025-08-05 13F Crestwood Advisors Group LLC 6 813 −4,42 1 948 6,92
2025-07-11 13F Harbour Capital Advisors, LLC 703 −23,00 203 −9,01
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 1 522 −2,87 435 8,75
2025-07-15 13F Fifth Third Bancorp 49 970 −2,43 14 284 9,15
2025-07-29 13F Smithbridge Asset Management Inc/de 2 257 0,00 645 11,98
2025-08-19 13F Newbridge Financial Services Group, Inc. 8 2
2025-08-05 13F Strategic Financial Concepts, LLC 1 358 3,90 388 16,52
2025-08-07 13F Parkside Financial Bank & Trust 10 886 −15,71 3 112 −5,73
2025-07-21 13F Fortis Capital Advisors, LLC 0 −100,00 0
2025-08-13 13F Echo45 Advisors LLC 11 528 1,72 3 295 13,82
2025-07-17 13F Venture Visionary Partners LLC 2 803 −93,50 801 −92,74
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 18 311 5 234
2025-05-05 13F New England Capital Financial Advisors LLC 0 −100,00 0 −100,00
2025-05-13 13F Ground Swell Capital, LLC 0 −100,00 0
2025-07-29 13F Sigma Investment Counselors Inc 880 0,00 252 12,05
2025-07-25 13F Dynamic Financial Group 0 −100,00 0
2025-07-16 13F Holland Advisory Services, Inc. 1 004 0,10 287 11,72
2025-08-12 13F Steward Partners Investment Advisory, Llc 44 079 25,35 12 600 40,23
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-07-16 13F Newton One Investments LLC 2 485 0,12 710 11,99
2025-08-05 13F HFG Advisors, Inc. 784 0,00 224 12,00
2025-07-28 13F Perfromance Wealth Partners, LLC 1 658 −0,78 474 11,03
2025-04-17 13F Qrg Capital Management, Inc. 0 −100,00 0
2025-05-15 13F CAPROCK Group, Inc. 1 020 0,00 261 −11,26
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 41 0,00 12 10,00
2025-07-22 13F BridgePort Financial Solutions, LLC 1 038 297
2025-08-08 13F Fiera Capital Corp 3 099 −96,84 886 −96,47
2025-07-23 13F Armstrong, Fleming & Moore, Inc 4 298 19,03 1 229 33,19
2025-07-30 13F D.a. Davidson & Co. 512 122 3,55 146 395 15,84
2025-07-31 13F Optimum Investment Advisors 540 0,00 154 12,41
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 11 487 0,00 2 935 −11,22
2025-08-13 13F Custom Index Systems, Llc 8 730 −10,19 2 496 0,44
2025-08-14 13F Widmann Financial Services, Inc. 8 534 6,46 2 439 19,09
2025-07-31 13F Shaker Investments Llc/oh 743 212
2025-08-13 13F Northern Trust Corp 433 867 −3,52 124 025 7,94
2025-08-08 13F Citizens Financial Group Inc/ri 8 022 18,67 2 293 32,77
2025-07-28 13F Patten & Patten Inc/tn 1 205 0,00 344 12,05
2025-08-06 13F Hoxton Planning & Management, LLC 1 949 −15,92 557 −5,91
2025-07-21 13F TFG Advisers LLC 876 −4,26 250 7,30
2025-07-23 13F Sunbeam Capital Management, LLC 1 743 −3,86 498 7,56
2025-08-11 13F Madison Asset Management, LLC 1 032 0,00 295 12,17
2025-05-09 13F Comprehensive Financial Planning, Inc./PA 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 3 646 −2,95 1 042 8,54
2025-05-06 13F One Wealth Advisors, LLC 0 −100,00 0
2025-04-07 13F O'Connor Financial Group LLC 0 −100,00 0
2025-08-06 13F Garrison Point Advisors, Llc 2 477 0,00 708 12,03
2025-08-14 13F Dagco, Inc. 150 0,00 43 10,53
2025-08-14 13F Mml Investors Services, Llc 69 735 −1,48 20 5,56
2025-04-17 13F Montecito Bank & Trust 13 182 0,00 3 368 −11,23
2025-07-07 13F Trust Co 344 0,00 98 12,64
2025-07-22 13F Legacy Trust 2 338 −20,01 668 −10,46
2025-08-12 13F Northstar Financial Companies, Inc. 1 699 0,00 486 11,75
2025-08-14 13F Prestige Wealth Management Group LLC 2 0,00 1
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-09-24 NP ESCKX - 1290 Essex Small Cap Growth Fund Class R 1 120 −60,58 325 −55,00
2025-07-22 13F VAUGHAN & Co SECURITIES, INC. 72 338 3,83 20 679 16,15
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-07-30 13F Rothschild Capital Partners, LLC 0 −100,00 0
2025-07-31 13F Fiduciary Wealth Partners, LLC 1 003 100 200,00 287
2025-08-18 13F/A Kestra Investment Management, LLC 220 0,00 63 10,71
2025-06-26 NP TSCGX - Thrivent Small Cap Growth Fund Class S 8 846 2 243
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-06 13F Rialto Wealth Management, LLC 1 592 −7,60 455 3,41
2025-07-31 13F Buckingham Strategic Partners 6 493 8,49 1 856 21,39
2025-04-11 13F Safeguard Financial, LLC 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 2 289 22,73 654 37,39
2025-07-30 13F Forum Financial Management, LP 1 566 0,19 448 12,03
2025-07-22 13F JP Wealth Management, Inc. 0 −100,00 0
2025-07-18 13F First United Bank Trust/ 512 −8,90 146 2,10
2025-08-05 13F Dravo Bay Llc 2 027 −0,73 579 11,13
2025-08-12 13F Boreal Capital Management LLC 103 29
2025-08-13 13F Transce3nd, LLC 76 0,00 22 10,53
2025-07-23 13F Bear Mountain Capital, Inc. 91 −58,82 27 −53,57
2025-08-14 13F GWM Advisors LLC 29 911 −2,17 8 550 9,45
2025-07-24 13F Insight Inv LLC 143 0,00 41 11,11
2025-08-04 13F UNIVEST FINANCIAL Corp 1 729 −77,27 494 −74,58
2025-08-15 13F Kestra Advisory Services, LLC 55 554 −0,51 15 881 11,30
2025-07-24 13F Forefront Analytics, LLC 1 464 418
2025-07-09 13F Radnor Capital Management, LLC 870 0,00 0
2025-07-31 13F Sequent Asset Management, LLC 25 631 0,00 7 327 11,86
2025-08-14 13F EP Wealth Advisors, Inc. 25 702 0,79 7 347 12,75
2025-08-14 13F Visionary Wealth Advisors 7 283 −0,79 2 082 11,04
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-07-28 13F Davidson Trust Co 3 312 7,01 947 19,75
2025-05-01 13F Park Square Financial Group, LLC 0 −100,00 0
2025-08-12 13F Prudential Financial Inc 18 884 −24,39 5 398 −15,42
2025-08-14 13F Aqr Capital Management Llc 11 111 −3,32 3 176 8,17
2025-05-09 13F Delta Financial Group, Inc. 973 0,10 0
2025-07-28 13F Holistic Planning, LLC 1 128 17,87 323 31,97
2025-07-29 13F Stratos Wealth Partners, LTD. 10 555 −3,64 3 017 7,79
2025-08-20 NP WBSNX - William Blair Small Cap Growth Fund Class N 31 850 −1,55 9 105 10,14
2025-07-09 13F Affinity Capital Advisors, LLC 4 993 0,00 1 427 19,12
2025-05-13 13F Vestmark Advisory Solutions, Inc. 0 −100,00 0
2025-08-12 13F Proequities, Inc. 0 0
2025-05-08 13F Lindenwold Advisors 0 −100,00 0 −100,00
2025-07-30 13F First Citizens Bank & Trust Co 16 165 −4,09 4 621 7,29
2025-08-08 13F Meridian Wealth Management, LLC 5 191 −1,87 1 484 9,77
2025-05-02 13F Easterly Investment Partners Llc 0 −100,00 0
2025-07-16 13F ORG Wealth Partners, LLC 0 −100,00 0
2025-08-14 13F Ieq Capital, Llc 21 128 0,55 6 040 12,48
2025-07-17 13F Beacon Capital Management, LLC 107 0,00 31 11,11
2025-08-07 13F Fidelis Capital Partners, LLC 3 282 −3,07 958 12,06
2025-05-07 13F Woodard & Co Asset Management Group Inc /adv 0 −100,00 0
2025-07-24 13F Eastern Bank 3 285 −3,15 939 8,43
2025-08-07 13F Nwam Llc 683 −44,79 200 −36,71
2025-08-04 13F Hantz Financial Services, Inc. 79 377 −0,43 23 10,00
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 5 293 −1,12 1 513 10,68
2025-08-13 13F Quadrant Capital Group Llc 15 225 0,00 4 352 11,88
2025-08-11 13F WPG Advisers, LLC 83 −13,54 24 −4,17
2025-08-05 13F Cassaday & Co Wealth Management LLC 901 004 1,44 257 561 13,48
2025-07-23 13F Arcadia Investment Advisors Llc 419 0,00 120 11,21
2025-08-04 13F Atria Investments Llc 2 141 −35,30 612 −27,57
2025-08-04 13F Keybank National Association/oh 152 868 −0,87 43 699 10,90
2025-08-11 13F Independent Advisor Alliance 2 876 822
2025-08-28 NP POCAX - Aristotle Portfolio Optimization Moderate Fund Class A 11 859 −53,33 3 390 −47,78
2025-07-14 13F Gries Financial Llc 1 918 0,05 548 12,07
2025-07-23 13F Joel Isaacson & Co., LLC 1 647 −2,72 471 8,80
2025-07-23 13F Stephen J. Garry & Associates, Llc 10 581 2,28 3 025 14,42
2025-07-29 13F Aspiriant, Llc 3 504 0,52 1 002 12,47
2025-07-31 13F Wealthfront Advisers Llc 8 969 −3,42 2 564 8,01
2025-07-31 13F Waldron Private Wealth LLC 68 351 −2,89 19 539 8,64
2025-07-24 13F Blair William & Co/il 38 583 1,15 11 029 13,15
2025-07-10 13F Kozak & Associates, Inc. 0 0
2025-08-07 13F Allworth Financial LP 4 131 10,22 1 181 25,13
2025-07-22 13F Merit Financial Group, LLC 5 940 47,87 1 698 65,50
2025-08-29 13F Centaurus Financial, Inc. 3 915 6,68 1
2025-04-14 13F Midland Wealth Advisors Llc 0 −100,00 0 −100,00
2025-08-07 13F Evoke Wealth, Llc 1 341 0,00 383 11,99
2025-08-12 13F Laurel Wealth Advisors LLC 363 900 27 615,16 1 −99,70
2025-08-13 13F Granite Investment Partners, LLC 30 0,00 9 14,29
2025-07-25 13F Concurrent Investment Advisors, LLC 1 106 −8,29 316 2,60
2025-07-24 13F Robertson Stephens Wealth Management, LLC 6 273 49,43 1 793 67,26
2025-07-28 13F BRYN MAWR TRUST Co 2 225 −59,34 636 −54,51
2025-08-06 13F Wedbush Securities Inc 953 0,00 0
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0
2025-07-16 13F Embree Financial Group 1 168 0,09 334 11,74
2025-07-23 13F WoodTrust Financial Corp 90 725 0,33 26 8,70
2025-08-05 13F Blue Barn Wealth, LLC 986 0,10 282 11,95
2025-08-11 13F Vanguard Group Inc 9 339 −0,39 2 670 11,44
2025-08-14 13F Betterment LLC 3 777 −3,08 1
2025-05-15 13F/A Orion Portfolio Solutions, LLC 112 309 −1,57 28 698 −12,62
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0
2025-08-08 13F Kaizen Financial Strategies 1 225 8,89 350 21,95
2025-08-14 13F Fmr Llc 544 931 −21,12 155 774 −11,75
2025-08-14 13F First Foundation Advisors 8 378 69,29 2 395 89,40
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 8 0,00 2 0,00
2025-07-30 13F Gables Capital Management Inc. 2 575 0,00 736 12,02
2025-08-05 13F Seelaus Asset Management LLC 1 670 −8,24 478 2,58
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-08-07 13F Sound View Wealth Advisors Group, LLC 2 383 −1,61 681 10,19
2025-07-25 13F Atria Wealth Solutions, Inc. 4 564 −61,86 1 305 −57,34
2025-08-14 13F Jane Street Group, Llc Put 2 400 118,18 686 144,13
2025-08-14 13F Jane Street Group, Llc Call 25 000 197,62 7 146 232,99
2025-05-09 13F Westfield Capital Management Co Lp 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc 3 875 158,33 1 108 189,03
2025-07-30 13F Cullen/frost Bankers, Inc. 16 142 0,00 4 614 11,88
2025-08-07 13F Palisade Asset Management, LLC 1 922 0,00 549 11,81
2025-08-12 13F Integrated Advisors Network LLC 4 101 −3,73 1 172 7,72
2025-07-25 13F Lion Street Advisors, LLC 1 306 −2,10 373 9,71
2025-04-21 13F GFS Advisors, LLC 0 −100,00 0
2025-08-13 13F My Purposeful Wealth Corp. 13 114 5,96 3 827 21,03
2025-08-11 13F Mosaic Family Wealth Partners, Llc 1 152 0,00 329 11,90
2025-08-19 13F Advisory Services Network, LLC 3 257 −74,10 945 −70,62
2025-08-12 13F Rhumbline Advisers 49 −93,41 14 −92,59
2025-07-29 13F Mb, Levis & Associates, Llc 325 0,31 93 12,20
2025-08-15 13F Binnacle Investments Inc 570 0,00 163 11,72
2025-05-14 13F Harbert Fund Advisors, Inc. Call 0 −100,00 0 −100,00
2025-08-13 13F Flow Traders U.s. Llc 12 402 36,99 4 50,00
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 38 890 −3,03 11 117 8,48
2025-08-12 13F Ci Investments Inc. 2 665 −4,00 1
2025-08-12 13F Archvest Wealth Advisors, Inc. 0 −100,00 0
2025-08-12 13F Clearwater Capital Advisors, LLC 908 −2,26 260 9,28
2025-07-07 13F Versant Capital Management, Inc 198 0,00 57 12,00
2025-08-06 13F Modera Wealth Management, LLC 26 900 −0,07 7 690 11,79
2025-08-14 13F Bnp Paribas Arbitrage, Sa 245 447 −1,52 70 163 10,17
2025-08-11 13F HighTower Advisors, LLC 69 792 −1,59 19 951 10,09
2025-04-30 13F MeadowBrook Investment Advisors LLC 0 −100,00 0 −100,00
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-04-14 13F WFA Asset Management Corp 0 −100,00 0 −100,00
2025-07-15 13F Total Wealth Planning, Llc 4 694 −4,48 1 342 6,85
2025-07-09 13F Alesco Advisors Llc 3 000 0,00 858 11,88
2025-08-13 13F Tobias Financial Advisors, Inc. 38 853 3,10 11 107 15,34
2025-04-15 13F Redhawk Wealth Advisors, Inc. 0 −100,00 0
2025-07-31 13F Brighton Jones Llc 10 230 0,90 2 924 12,90
2025-08-14 13F Wellington Management Group Llp 186 641 57,74 53 353 76,46
2025-05-13 13F Leigh Baldwin & Co., Llc 0 −100,00 0
2025-07-09 13F Towerpoint Wealth, LLC 1 027 294
2025-07-10 13F Oldfather Financial Services, LLC 26 341 2,09 7 530 14,20
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 18 884 −24,39 5 398 −15,42
2025-08-13 13F Allegheny Financial Group LTD 3 073 0,07 879 11,99
2025-08-14 13F Eight 31 Financial Llc 918 0,00 262 11,97
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-05-05 13F Wealth Alliance 0 −100,00 0
2025-08-11 13F FSA Wealth Management LLC 36 439 3,98 10 416 16,33
2025-08-14 13F Susquehanna International Group, Llp Put 2 000 −60,00 572 −55,29
2025-08-14 13F Susquehanna International Group, Llp 32 546 −81,60 9 304 −79,42
2025-08-11 13F Rothschild Investment Llc 751 0,00 215 12,04
2025-08-14 13F Susquehanna International Group, Llp Call 16 000 −44,25 4 574 −37,64
2025-08-01 13F Bessemer Group Inc 800 85,61 0
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1 054 0,09 301 11,07
2025-07-15 13F Mather Group, Llc. 5 140 −2,65 1 469 8,90
2025-08-12 13F Legal & General Group Plc 50 −96,93 14 −96,63
2025-08-13 13F Rsm Us Wealth Management Llc 114 836 2,69 32 827 14,88
2025-07-25 13F LRI Investments, LLC 34 0,00 10 12,50
2025-08-05 13F Sage Capital Management, LLC 1 489 0,07 426 11,84
2025-07-31 13F Sage Mountain Advisors LLC 263 67,52 75 87,50
2025-08-14 13F Vista Capital Partners, Inc. 0 −100,00 0
2025-07-16 13F Cahaba Wealth Management, Inc. 2 342 0,09 670 12,06
2025-08-12 13F Waddell & Associates, Llc 873 250
2025-08-14 13F Talon Private Wealth, LLC 144 41
2025-08-14 13F Bank Of America Corp /de/ 3 933 648 2,20 1 124 473 14,33
2025-07-31 13F CVA Family Office, LLC 15 0,00 4 33,33
2025-08-12 13F Financial Advocates Investment Management 1 023 −0,10 292 11,88
2025-08-06 13F Thompson Siegel & Walmsley Llc 979 0,00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 5 593 −6,24 1 599 4,86
2025-08-19 NP Securian Funds Trust - SFT Ivy Small Cap Growth Fund 12 706 15,21 3 632 28,89
2025-08-11 13F Insight 2811, Inc. 3 731 3,15 1 067 15,37
2025-08-05 13F Geneva Capital Management Llc 33 830 −20,77 9 671 −11,37
2025-08-28 NP PODCX - Aristotle Portfolio Optimization Growth Fund Class C 33 169 −4,54 9 482 6,79
2025-08-14 13F Sunbelt Securities, Inc. 155 8,39 45 22,22
2025-08-14 13F Jain Global LLC 44 453 12 707
2025-08-19 13F Asset Dedication, LLC 389 0,00 111 12,12
2025-08-14 13F MidWestOne Financial Group, Inc. 1 460 0,00 417 11,80
2025-07-11 13F BTC Capital Management, Inc. 5 394 −0,09 1 542 11,75
2025-07-18 13F Bartlett & Co. Wealth Management Llc 8 456 0,19 2 417 12,11
2025-04-08 13F Retirement Wealth Solutions LLC 0 −100,00 0
2025-05-15 13F First Light Asset Management, LLC 0 −100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 6 360 −10,30 1 818 0,33
2025-07-24 13F Game Plan Financial Advisors, LLC 10 0,00 3 0,00
2025-08-08 13F Cetera Investment Advisers 259 602 −5,57 74 210 5,63
2025-07-14 13F GAMMA Investing LLC 222 42,31 63 61,54
2025-08-13 13F RPg Family Wealth Advisory, LLC 12 171 −1,78 3 479 9,89
2025-08-13 13F Allium Financial Advisors, Llc 4 397 0,00 1 257 11,93
2025-08-08 13F Investment Partners, Ltd. 8 701 3,57 2 487 15,89
2025-08-19 13F Anchor Investment Management, LLC 32 0,00 9 12,50
2025-07-07 13F General Partner, Inc. 200 0,00 57 11,76
2025-07-11 13F Marshall & Sullivan Inc /wa/ 56 16
2025-08-11 13F Sierra Capital LLC 2 223 1
2025-08-13 13F MONECO Advisors, LLC 890 0,00 255 11,89
2025-08-14 13F Destination Wealth Management 1 038 0,10 297 11,70
2025-08-13 13F 1832 Asset Management L.P. 0 −100,00 0
2025-07-07 13F Avenue 1 Advisors, LLC 4 020 −0,05 1 149 11,88
2025-08-12 13F SRS Capital Advisors, Inc. 2 275 −24,52 1 412 83,25
2025-08-18 13F Geneos Wealth Management Inc. 8 514 0,98 2 434 12,95
2025-07-30 13F Whittier Trust Co Of Nevada Inc 38 487 0,64 11 001 12,59
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 5 651 −11,58 1 615 −1,10
2025-08-14 13F Aprio Wealth Management, LLC 959 −9,70 274 1,11
2025-08-05 13F Transatlantique Private Wealth Llc 2 200 0,00 629 11,74
2025-08-11 13F Cladis Investment Advisory, LLC 900 12,50 257 25,98
2025-05-14 13F REAP Financial Group, LLC 0 −100,00 0
2025-07-14 13F Chapin Davis, Inc. 1 645 0,00 470 11,90
2025-07-31 13F United Community Bank 387 0,00 111 12,24
2025-07-11 13F Caldwell Securities, Inc 33 0,00 9 12,50
2025-07-28 13F Mutual Advisors, LLC 1 244 9,70 366 27,62
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 39 −32,76 11 −21,43
2025-08-12 13F Peachtree Investment Partners, LLC 492 0,00 141 12,00
2025-07-15 13F Garrett Investment Advisors LLC 919 −9,46 263 1,16
2025-08-01 13F Envestnet Asset Management Inc 1 052 762 −2,62 300 943 8,94
2025-08-06 13F Ethos Financial Group, LLC 1 289 −50,15 369 −44,24
2025-08-06 13F Adviser Investments LLC 718 205
2025-07-23 13F Intergy Private Wealth, LLC 2 816 −0,21 805 11,51
2025-07-15 13F Financial Partners Group, Inc 1 621 0,31 463 12,38
2025-08-14 13F Investmark Advisory Group LLC 1 580 −6,12 452 4,88
2025-08-08 13F Avantax Advisory Services, Inc. 17 538 −8,23 5 014 2,66
2025-08-14 13F Two Sigma Investments, Lp 91 400 1 657,69 26 128 1 867,39
2025-05-06 13F Pier 88 Investment Partners Llc 0 −100,00 0
2025-07-16 13F Signature Resources Capital Management, LLC 0 −100,00 0
2025-07-31 13F Oak Harbor Wealth Partners, Llc 1 026 0,00 293 11,83
2025-08-05 13F Cherry Tree Wealth Management, LLC 20 0,00 6 0,00
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 1 235 0,00 353 12,06
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-07-15 13F MCF Advisors LLC 63 8,62 18 28,57
2025-08-25 NP HISCX - Hartford Small Cap Growth Hls Fund Ia 28 681 −26,93 8 199 −18,27
2025-07-14 13F Argentarii, LLC 935 267
2025-07-15 13F GSB Wealth Management, LLC 5 873 −5,32 1 679 5,93
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-07-29 13F International Assets Investment Management, Llc 817 −1,09 234 10,43
2025-07-10 13F Fulton Bank, N.a. 2 262 −0,83 647 11,00
2025-07-01 13F Harbor Investment Advisory, Llc 19 341 −2,34 5 529 9,25
2025-07-23 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-07-25 13F Summa Corp. 1 243 355
2025-08-14 13F Boston Private Wealth Llc 6 585 1 882
2025-07-14 13F Farmers & Merchants Investments Inc 17 481 0,00 4 997 11,89
2025-08-11 13F Private Advisor Group, LLC 6 590 −1,18 1 884 10,50
2025-08-14 13F IHT Wealth Management, LLC 1 714 −0,35 490 11,62
2025-07-10 13F SK Wealth Management, LLC 1 475 −11,46 432 10,49
2025-07-21 13F Triad Wealth Partners, LLC 1 169 −0,17 334 11,71
2025-07-22 13F Mascoma Wealth Management LLC 16 0,00 5 0,00
2025-07-18 13F Consolidated Portfolio Review Corp 1 244 −6,96 356 4,11
2025-08-07 13F Resources Investment Advisors, LLC. 3 336 −6,37 954 4,73
2025-08-11 13F Mill Creek Capital Advisors, LLC 10 718 0,00 3 064 11,87
2025-05-13 13F HighTower Advisors, LLC Call 0 −100,00 0 −100,00
2025-08-14 13F Financial Engines Advisors L.L.C. 286 203 4,94 81 814 17,39
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-08-07 13F Allen Investment Management LLC 1 720 0,00 492 11,85
2025-08-11 13F FineMark National Bank & Trust 8 030 −6,65 2 295 4,41
2025-08-06 13F Stonebridge Financial Planning Group, LLC 3 694 −2,15 1 056 9,54
2025-04-30 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-29 13F First Bancorp, Inc /ME/ 3 260 44,25 932 61,35
2025-07-18 13F Ami Asset Management Corp 0 −100,00 0
2025-05-15 13F C M Bidwell & Associates Ltd 0 −100,00 0
2025-07-21 13F Ascent Group, LLC 1 954 −2,88 559 8,56
2025-08-07 13F Midwest Trust Co 11 700 3 345
2025-05-02 13F Midwest Professional Planners, LTD. 0 −100,00 0 −100,00
2025-08-07 13F Topel & Distasi Wealth Management, LLC 756 216
2025-08-08 13F TimesSquare Capital Management, LLC 85 000 24 298
2025-08-14 13F Modern Wealth Management, LLC 812 232
2025-07-29 13F Financial Guidance Group, Inc. 1 260 0,00 360 12,15
2025-08-11 13F United Capital Financial Advisers, Llc 4 516 −9,77 1 291 0,94
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-08-13 13F Polen Capital Management Llc 0 −100,00 0
2025-07-24 13F Leo Wealth, LLC 920 263
2025-07-10 13F Clare Market Investments LLC 1 237 −3,89 354 7,62
2025-07-24 13F Bernard Wealth Management Corp. 65 −54,23 19 −50,00
2025-07-30 13F Brookstone Capital Management 4 852 77,73 1 387 99,00
2025-08-07 13F Commerce Bank 239 083 3,02 68 344 15,25
2025-07-31 13F CNB Bank 220 0,00 63 10,71
2025-08-04 13F Pinnacle Associates Ltd 13 055 −0,26 3 732 11,60
2025-08-06 13F Black Swift Group, LLC 0 −100,00 0
2025-05-01 13F Ballentine Partners, LLC 0 −100,00 0
2025-07-09 13F Sapient Capital Llc 827 −27,20 236 −18,62
2025-08-14 13F Goldman Sachs Group Inc 543 999 −0,37 155 508 11,46
2025-08-05 13F Mason Investment Advisory Services, Inc. 1 849 0,00 528 11,86
2025-08-11 13F HHM Wealth Advisors, LLC 265 0,00 76 11,94
2025-08-13 13F Financial Freedom, LLC 410 0,00 117 12,50
2025-07-15 13F Td Private Client Wealth Llc 3 530 −24,75 1 009 −15,78
2025-08-13 13F Congress Wealth Management LLC / DE / 20 700 −13,77 5 918 −3,76
2025-08-29 NP TSCIX - AMG TimesSquare Small Cap Growth Fund Class Z 8 000 60,00 2 287 60,99
2025-07-15 13F North Star Investment Management Corp. 140 0,00 40 14,29
2025-08-01 13F Biltmore Family Office, LLC 20 0,00 6 0,00
2025-08-12 13F Archer Investment Corp 184 −5,64 53 6,12
2025-07-30 13F Arbor Investment Advisors, LLC 1 120 0,00 320 11,89
2025-07-17 13F/A Capital Investment Advisors, LLC 894 −1,11 256 10,87
2025-08-13 13F River Wealth Advisors LLC 0 −100,00 0
2025-05-13 13F 17 Capital Partners, Llc 0 −100,00 0
2025-07-17 13F Centennial Wealth Advisory LLC 1 412 0,14 405 12,50
2025-08-14 13F Common Fund For Nonprofit Organizations 17 784 −50,55 5 084 −44,69
2025-07-17 13F Global Trust Asset Management, LLC 37 0,00 11 11,11
2025-07-22 13F DAVENPORT & Co LLC 1 288 368
2025-07-30 13F Evermay Wealth Management Llc 722 −3,22 206 8,42
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 17 778 −2,97 5 25,00
2025-08-14 13F Operose Advisors LLC 4 0,00 1 0,00
2025-08-11 13F Cordatus Wealth Management LLC 1 161 −0,94 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 16 274 −1,99 4 652 9,62
2025-07-24 13F Morton Brown Family Wealth, LLC 1 0,00 0
2025-07-31 13F Jackson Hole Capital Partners, LLC 192 0,00 55 10,20
2025-08-06 13F First Horizon Advisors, Inc. 50 204 −3,01 14 352 8,51
2025-08-08 13F Thoroughbred Financial Services, Llc 1 240 −13,17 0
2025-07-21 13F Syntax Research, Inc. 146 0,00 42 10,81
2025-07-17 13F Smith, Salley & Associates 1 104 0,00 316 11,70
2025-08-12 13F Viawealth, Llc 926 0,00 265 11,86
2025-05-14 13F Rockbridge Investment Management, LCC 0 −100,00 0 −100,00
2025-08-12 13F Shakespeare Wealth Management, Inc. 5 735 10,46 1 639 23,60
2025-04-28 13F Bellevue Asset Management, Llc 0 −100,00 0
2025-08-07 13F Atala Financial Inc 0 −100,00 0 −100,00
2025-07-11 13F Coastwise Capital Group, LLC 1 473 0,07 421 11,70
2025-07-11 13F/A Umb Bank N A/mo 5 131 −16,50 1 467 −6,62
2025-08-04 13F Assetmark, Inc 2 344 −33,47 670 −25,56
2025-07-09 13F Central Valley Advisors, Llc 1 014 0,00 290 11,58
2025-07-29 13F Salomon & Ludwin, LLC 48 0,00 14 8,33
2025-08-15 13F High Falls Advisors, Inc 1 667 0,06 477 12,00
2025-08-05 13F Tiaa Trust, National Association 1 375 677 −8,50 392 582 2,19
2025-08-06 13F 360 Financial, Inc. 25 540 3,51 7 301 15,78
2025-07-29 13F Empirical Asset Management, LLC 1 385 0,07 396 11,90
2025-08-12 13F Clearbridge Investments, LLC 30 868 203,58 8 824 239,61
2025-07-23 13F High Note Wealth, LLC 17 5
2025-09-24 NP PPNMX - SmallCap Growth Fund I R-3 5 500 −48,11 1 596 −40,64
2025-08-13 13F Proactive Wealth Strategies LLC 844 0,12 0
2025-08-19 13F National Asset Management, Inc. 2 685 −35,66 767 −36,14
2025-08-13 13F Shepherd Financial Partners LLC 43 889 −8,80 12 546 2,03
2025-08-11 13F One Capital Management, LLC 26 746 −5,65 7 646 5,54
2025-08-12 13F Pettyjohn, Wood & White, Inc 2 760 0,00 789 11,77
2025-08-12 13F O'shaughnessy Asset Management, Llc 3 831 3,32 1 095 15,63
2025-07-22 13F Powell Investment Advisors, LLC 61 860 22,37 17 683 36,90
2025-07-30 13F MEMBERS Trust Co 900 −0,88 257 10,78
2025-08-12 13F Founders Financial Alliance, LLC 76 40,74 22 61,54
2025-07-23 13F Prime Capital Investment Advisors, LLC 2 064 −15,34 590 −5,31
2025-08-12 13F Franklin Resources Inc 24 370 −13,65 6 966 −3,40
2025-08-07 13F S&co Inc 1 329 0,00 0
2025-08-07 13F Mayport, Llc 769 220
2025-08-14 13F Wells Fargo & Company/mn 747 241 −3,70 213 606 7,73
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 131 −68,96 35 −73,68
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-23 13F Country Club Bank /gfn 2 379 0,00 678 10,78
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 61 782 3,70 17 661 16,01
2025-08-12 13F one8zero8, LLC 45 0,00 13 9,09
2025-07-25 13F NorthRock Partners, LLC 3 040 24,95 869 39,94
2025-07-24 13F Us Bancorp \de\ 162 637 −41,69 46 492 −34,77
2025-08-01 13F First Command Advisory Services, Inc. 95 27
2025-05-15 13F Old Mission Capital Llc 0 −100,00 0
2025-08-05 13F GHP Investment Advisors, Inc. 2 421 −2,69 692 8,82
2025-07-09 13F Riversedge Advisors, Llc 3 617 3,08 1 034 15,40
2025-07-22 13F Chemung Canal Trust Co 7 321 −1,11 2 093 10,63
2025-08-08 13F L & S Advisors Inc 960 0,00 274 11,84
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 2 301 583
2025-04-23 13F Mattern Capital Management, Llc 0 −100,00 0
2025-08-18 13F/A National Bank Of Canada /fi/ 236 47,50 67 67,50
2025-07-11 13F William Howard & Co Financial Advisors Inc 958 −2,24 274 9,20
2025-07-18 13F Cohen Klingenstein LLC 532 388 −2,24 152 188 9,36
2025-08-05 13F Huntington National Bank 2 225 8,54
2025-08-01 13F Ashton Thomas Private Wealth, LLC 3 363 32,30 961 48,07
2025-05-06 13F Kovack Advisors, Inc. 0 −100,00 0
2025-08-07 13F Fountainhead AM, LLC 1 056 0,86 302 12,73
2025-08-11 13F Platform Technology Partners 1 949 −1,02 557 10,74
2025-08-07 13F Zions Bancorporation, National Association /ut/ 12 127 163,57 3 467 194,98
2025-08-04 13F Daymark Wealth Partners, Llc 1 057 14,15 302 27,97
2025-08-04 13F Simon Quick Advisors, Llc 11 664 −2,52 3 334 9,06
2025-07-30 13F Castle Wealth Management Llc 1 692 0,00 484 11,81
2025-07-16 13F ORG Partners LLC 89 −64,54 26 −61,54
2025-08-13 13F Navis Wealth Advisors, LLC 4 035 59,17 1 153 78,21
2025-07-09 13F Keystone Wealth Services, LLC 1 197 0,00 342 12,13
2025-08-12 13F Bokf, Na 23 565 −1,05 6 736 10,70
2025-04-10 13F Lmcg Investments, Llc 0 −100,00 0 −100,00
2025-07-21 13F Ntv Asset Management Llc 2 078 0,00 594 12,08
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 105 284 0,00 30 096 11,87
2025-07-16 13F True North Advisors, LLC 3 658 −3,79 1 046 7,62
2025-07-16 13F Tassel Capital Management, Inc. 1 616 −0,98 462 10,82
2025-08-12 13F Atlas Capital Advisors Llc 152 −45,32 43 −39,44
2025-08-13 13F KDK Private Wealth Management, LLC 1 762 −1,78 504 9,83
2025-07-10 13F Orgel Wealth Management, LLC 1 280 0,00 366 11,62
2025-08-11 13F Strategic Wealth Partners, Ltd. 3 788 1 083
2025-08-05 13F Plante Moran Financial Advisors, LLC 592 1,89 169 14,19
2025-08-08 13F Advisors Capital Management, LLC 812 232
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 189 933 5,41 54 294 17,92
2025-08-14 13F Aft, Forsyth & Company, Inc. 4 408 0,00 1 260 11,81
2025-07-29 13F Mezzasalma Advisors, LLC 1 008 0,00 288 12,06
2025-08-12 13F Barings Llc 1 670 950 2,90 476 237 13,85
2025-07-24 13F Trust Co Of Toledo Na /oh/ 350 100
2025-07-29 13F Stordahl Capital Management, Inc. 2 415 −2,35 690 9,35
2025-08-07 13F Curtis Advisory Group, LLC 1 580 31,89 452 47,39
2025-08-07 13F Cahill Financial Advisors Inc 1 080 −3,57 309 7,69
2025-07-23 13F Ironwood Financial, llc 5 804 0,00 1 483 0,00
2025-08-01 13F Transcend Wealth Collective, Llc 750 214
2025-07-10 13F Anderson Hoagland & Co 1 790 0,00 512 27,43
2025-08-11 13F Atlantic Private Wealth, LLC 8 2
2025-07-03 13F Garde Capital, Inc. 2 875 −0,55 822 11,25
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 3 214 815
2025-08-14 13F First Commonwealth Financial Corp /pa/ 4 422 −38,91 1 264 −31,64
2025-07-24 13F IFP Advisors, Inc 1 399 74,44 400 94,63
2025-07-28 13F Stegner Investment Associates Inc. 0 −100,00 0
2025-08-08 13F Tortoise Investment Management, LLC 249 0,00 71 12,70
2025-08-11 13F Wescott Financial Advisory Group, LLC 3 656 9,99 1 045 23,09
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-09-03 13F American Trust 3 362 961
2025-07-21 13F Warner Financial, Inc 824 0,00 0
2025-08-07 13F Winthrop Capital Management, LLC 255 0,00 0
2025-08-11 13F Brown Wealth Management, Llc 3 770 38,35 1 078 54,74
2025-07-31 13F GLOBALT Investments LLC / GA 0 −100,00 0
2025-08-14 13F Glenview Trust Co 2 822 0,00 807 11,79
2025-08-14 13F Sei Investments Co 182 224 8,69 52 093 21,58
2025-07-17 13F Chatham Capital Group, Inc. 5 140 0,00 1 469 11,88
2025-08-14 13F UBS Group AG 493 986 −9,18 141 211 1,60
2025-08-14 13F Ausdal Financial Partners, Inc. 2 154 0,05 616 11,82
2025-07-23 13F West Paces Advisors Inc. 216 0,00 62 10,91
2025-05-05 13F Lindbrook Capital, Llc 3 189 −24,50 815 −33,00
2025-07-22 13F Rocky Mountain Advisers, Llc 169 0,00 48 11,63
2025-07-28 13F WealthPLAN Partners, LLC 2 414 17,53 690 31,68
2025-08-14 13F Financial Advisory Service, Inc. 2 747 −2,97 785 8,58
2025-04-28 NP NBMIX - Neuberger Berman Small Cap Growth Fund Investor Class 81 456 840,60 22 547 725,60
2025-08-13 13F Corsair Capital Management, L.p. 8 484 −50,00 2 425 −44,06
2025-08-14 13F Arete Wealth Advisors, LLC 1 305 −2,61 0
2025-08-14 13F Mariner, LLC 62 752 −2,35 17 938 9,24
2025-05-09 13F Argent Trust Co 0 −100,00 0
2025-07-21 13F Pflug Koory, LLC 90 0,00 26 13,64
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 5 764 3,46 1 648 15,74
2025-07-30 13F Princeton Global Asset Management LLC 0 −100,00 0
2025-08-12 13F NFP Retirement, Inc. 736 210
2025-08-13 13F Cerity Partners LLC 64 430 −0,74 18 421 11,06
2025-04-16 13F CRA Financial Services, LLC 0 −100,00 0
2025-07-29 13F Stephens Inc /ar/ 29 992 −70,05 8 574 −66,50
2025-08-12 13F FourThought Financial Partners, LLC 1 057 −2,13 302 9,82
2025-08-18 13F Castleark Management Llc 500 0,00 143 11,81
2025-05-06 13F Advisors Preferred, LLC 0 −100,00 0
2025-08-06 13F Texas Yale Capital Corp. 6 078 0,00 1 737 11,85
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 9 809 −52,07 2 802 −46,43
2025-05-08 13F Hopwood Financial Services, Inc. 0 −100,00 0
2025-08-06 13F Csenge Advisory Group 1 398 −8,39 377 2,45
2025-07-14 13F Friday Financial 1 094 313
2025-07-28 13F Sagespring Wealth Partners, Llc 2 955 3,25 845 15,46
2025-08-12 13F Jpmorgan Chase & Co 562 887 −0,77 160 907 11,01
2025-07-09 13F Intelligence Driven Advisers, LLC 762 218
2025-08-13 13F Johnson Financial Group, Inc. 0 −100,00 0
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-07-16 13F Magnus Financial Group LLC 702 −11,70 201 −1,48
2025-08-07 13F Prudent Man Investment Management, Inc. 5 0,00 1 0,00
2025-08-14 13F Wealth Preservation Advisors, LLC 214 0,00 61 12,96
2025-08-06 13F/A Flagship Private Wealth, LLC 1 854 −25,18 530 −16,27
2025-07-31 13F/A Avion Wealth 42 0,00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 3 489 0,00 997 11,90
2025-08-05 13F Financial Sense Advisors, Inc. 1 189 −70,45 340 −67,02
2025-08-13 13F StoneX Group Inc. 3 316 −15,73 948 −5,77
2025-08-14 13F KKM Financial LLC 1 442 −1,97 421 8,81
2025-05-08 13F Windward Private Wealth Management Inc. 0 −100,00 0
2025-08-14 13F Cardiff Park Advisors, Llc 1 338 0,00 382 12,02
2025-06-26 NP HSLAX - THE HARTFORD SMALL CAP GROWTH FUND Class A 4 114 −69,96 1 043 −74,34
2025-08-13 13F Mount Yale Investment Advisors, LLC 524 150
2025-08-12 13F Lionshead Wealth Management, LLC 0 −100,00 0
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 475 0,00 0
2025-07-22 13F Keudell/Morrison Wealth Management 3 399 0,00 972 11,87
2025-08-13 13F Hsbc Holdings Plc 32 832 −2,19 9 385 9,38
2025-06-26 NP CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A 75 468 0,00 19 135 −14,61
2025-08-12 13F American Century Companies Inc 0 −100,00 0
2025-08-14 13F Jupiter Wealth Management LLC 1 683 0,00 513 11,06
2025-06-26 NP IHSAX - THE HARTFORD SMALL COMPANY FUND Class A 108 822 246,07 27 592 212,89
2025-08-11 13F TD Waterhouse Canada Inc. 155 0,00 44 12,82
2025-08-12 13F CIBC Private Wealth Group, LLC 26 455 1,26 7 563 29,13
2025-07-17 13F Tritonpoint Wealth, Llc 18 988 −18,36 5 428 −8,68
2025-08-13 13F Crescent Grove Advisors, LLC 14 550 0,84 4 159 12,80
2025-07-09 13F Inspirion Wealth Advisors, Llc 2 815 0,00 805 11,82
2025-08-27 13F/A Brinker Capital Investments, LLC 112 321 0,01 32 108 11,88
2025-08-11 13F Principal Securities, Inc. 1 306 −81,95 373 −82,08
2025-07-31 13F West Michigan Advisors, Llc 945 −1,36 270 10,66
2025-07-16 13F Kennicott Capital Management Llc 2 583 0,00 738 11,82
2025-07-31 13F Carnegie Capital Asset Management, LLC 11 970 6,18 3 422 31,53
2025-05-15 13F WealthTrak Capital Management LLC 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 772 221
2025-08-11 13F Stoneridge Investment Partners Llc 1 809 1
2025-07-10 13F Focus Financial Network, Inc. 2 666 −9,81 762 0,93
2025-08-15 13F Equitable Holdings, Inc. 17 265 5,52 4 935 18,06
2025-09-04 13F/A Advisor Group Holdings, Inc. 64 703 12,82 18 481 25,95
2025-07-30 13F Covenant Partners, LLC 29 669 −2,55 8 481 9,02
2025-08-07 13F Bearing Point Capital, Llc 1 876 0,00 536 11,90
2025-07-29 13F SilverOak Wealth Management LLC 4 626 −1,53 1 322 10,17
2025-07-18 13F Provident Wealth Management, LLC 4 0,00 1 0,00
2025-08-04 13F Integrity Alliance, Llc. 1 736 −51,84 496 −46,15
2025-08-07 13F CENTRAL TRUST Co 219 0,00 63 12,73
2025-08-04 13F Linscomb & Williams, Inc. 2 441 −0,29 698 11,52
2025-07-23 13F Clear Creek Financial Management, LLC 3 930 −5,66 1 123 5,55
2025-08-01 13F Rossby Financial, LCC 9 3
2025-08-13 13F Milestone Investment Advisors LLC 457 0,00 131 12,07
2025-07-16 13F Congress Asset Management Co /ma 1 894 −75,05 541 −72,10
2025-07-24 13F McKinley Carter Wealth Services, Inc. 5 246 −5,34 1 500 5,86
2025-07-15 13F RTD Financial Advisors, Inc. 44 920 −0,42 12 841 11,40
2025-04-23 13F Oppenheimer Asset Management Inc. 0 −100,00 0
2025-07-24 13F JNBA Financial Advisors 50 0,00 14 16,67
2025-08-11 13F Westover Capital Advisors, LLC 1 000 0,00 286 11,76
2025-08-13 13F Berkshire Asset Management Llc/pa 855 0,00 244 8,93
2025-07-18 13F Truist Financial Corp 130 999 −2,73 37 447 8,82
2025-07-09 13F Sunpointe, LLC 850 0,00 243 11,52
2025-07-14 13F AdvisorNet Financial, Inc 3 100 −70,86 886 −67,40
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-08-04 13F Center for Financial Planning, Inc. 675 −0,88 193 10,34
2025-08-04 13F Premier Path Wealth Partners, LLC 2 228 −2,66 637 8,90
2025-08-08 13F Larson Financial Group LLC 12 948 −10,99 3 701 −0,40
2025-08-11 13F Cornerstone Planning Group LLC 653 −10,30 191 7,30
2025-07-17 13F Fifth Third Securities, Inc. 10 242 0,67 2 928 12,62
2025-08-14 13F Kovitz Investment Group Partners, LLC 38 951 2,57 11 135 14,75
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-04-11 13F Annex Advisory Services, LLC 0 −100,00 0
2025-07-29 13F Rodgers & Associates, LTD 19 562 8,43 5 592 21,28
2025-07-16 13F Legend Financial Advisors, Inc. 11 3
2025-08-12 13F Coldstream Capital Management Inc 18 773 12,18 5 366 25,49
2025-07-18 13F Institute for Wealth Management, LLC. 953 0,00 272 11,93
2025-08-14 13F Summit Trail Advisors, Llc 1 003 287
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-30 13F Whittier Trust Co 23 798 −1,88 6 803 9,76
2025-08-11 13F CFS Investment Advisory Services, LLC 10 817 −0,04 3 50,00
2025-07-30 13F Avidian Wealth Solutions, LLC 26 683 −2,01 7 628 9,63
2025-04-28 13F Wcm Investment Management, Llc 0 −100,00 0
2025-07-17 13F Keystone Global Partners, LLC 0 −100,00 0
2025-07-08 13F Canandaigua National Bank & Trust Co 3 217 0,00 920 11,80
2025-07-25 13F We Are One Seven, LLC 3 226 −0,71 922 11,08
2025-07-22 13F Kessler Investment Group, LLC 15 −48,28 4 −42,86
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 7 0,00 2 100,00
2025-08-14 13F Jasper Ridge Partners, L.P. 5 145 0,00 1 471 11,87
2025-08-12 13F AlphaCore Capital LLC 703 10,71 201 24,07
2025-07-23 13F Heck Capital Advisors, LLC 2 085 −78,65 596 −76,15
2025-08-13 13F Bare Financial Services, Inc 12 070 −1,11 3 450 10,65
2025-07-03 13F Fiduciary Financial Group, Llc 1 300 0,00 371 20,92
2025-07-22 13F Red Tortoise LLC 892 0,00 255 11,89
2025-04-21 13F PSI Advisors, LLC 0 −100,00 0
2025-08-14 13F Hurley Capital, LLC 135 0,00 39 11,76
2025-07-28 13F Morris Financial Concepts, Inc. 1 957 0,00 559 11,80
2025-07-23 13F Equitable Trust Co 5 168 8,37 1 477 21,26
2025-08-13 13F Jones Financial Companies Lllp 93 449 21,79 26 636 34,79
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-07-21 13F Consilium Wealth Advisory, LLC 2 416 0,00 691 11,83
2025-07-23 13F Nelson Capital Management, LLC 1 250 −1,96 357 9,85
2025-07-25 13F Concord Wealth Partners 38 533,33 11 1 000,00
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 126 6,78 36 16,67
2025-07-22 13F Highland Capital Management, Llc 6 082 −2,80 1 739 8,76
2025-08-04 13F Pensionmark Financial Group, Llc 5 740 1,04 1 641 13,03
2025-08-11 13F Rice Hall James & Associates, Llc 3 177 1,28 908 13,36
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 1 781 −52,76 509 −47,14
2025-07-10 13F Perkins Coie Trust Co 140 0,00 40 14,29
2025-07-31 13F Oppenheimer & Co Inc 15 662 −17,81 4 477 −8,05
2025-07-28 13F Hamilton Point Investment Advisors, LLC 13 0,00 4 0,00
2025-08-14 13F Snowden Capital Advisors LLC 6 762 −11,75 1 933 −1,28
2025-08-06 13F Grey Fox Wealth Advisors, LLC 9 702 −7,77 2 773 3,20
2025-07-15 13F McAdam, LLC 7 563 11,09 2 162 24,27
2025-08-06 13F Washington Trust Bank 7 499 0,00 2 144 11,85
2025-08-05 13F Marshall Financial Group Inc /adv 6 124 −6,48 1 751 4,60
2025-07-15 13F Patriot Investment Management Inc. 1 125 0,00 322 11,85
2025-08-14 13F FC Advisory LLC 2 494 0,08 713 12,11
2025-08-05 13F Pointe Capital Management LLC 3 992 15,95 1 141 29,81
2025-08-14 13F Mercer Global Advisors Inc /adv 28 566 −5,12 8 166 6,14
2025-08-05 13F Roffman Miller Associates Inc /pa/ 1 230 1,49 352 13,59
2025-07-31 13F Mycio Wealth Partners, Llc 0 −100,00 0
2025-07-29 13F Primoris Wealth Advisors, Llc 6 901 −67,60 1 973 −63,76
2025-08-15 13F Morgan Stanley 2 651 188 1,21 757 869 13,23
2025-05-06 13F Advisor OS, LLC 0 −100,00 0
2025-07-29 13F Ariston Services Group 11 810 0,00 3 376 11,90
2025-08-04 13F Spire Wealth Management 3 423 24,16 979 38,92
2025-08-11 13F New Age Alpha Advisors, LLC 893 100,22 255 125,66
2025-07-30 13F Klingman & Associates, LLC 902 0,00 258 11,74
2025-08-14 13F Lazard Asset Management Llc 450 0,00 0
2025-08-07 13F BOK Financial Private Wealth, Inc. 373 −3,62 107 8,16
2025-08-08 13F Croban 1 464 3,24 418 15,47
2025-07-30 13F Fiduciary Planning LLC 1 300 −52,98 372 −47,45
2025-07-09 13F Fiduciary Alliance LLC 2 749 −18,96 786 −9,35
2025-08-13 13F Millstone Evans Group, LLC 4 0,00 1 0,00
2025-08-26 13F Claris Financial LLC 0 −100,00 0
2025-07-11 13F Grove Bank & Trust 427 0,00 122 11,93
2025-07-16 13F Signaturefd, Llc 832 1 670,21 238 1 875,00
2025-07-16 13F Instrumental Wealth, Llc 9 815 3,32 2 817 17,52
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