IWP - iShares Trust - iShares Russell Mid-Cap Growth ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

iShares Trust - iShares Russell Mid-Cap Growth ETF
US ˙ ARCA ˙ US4642874816

Grundläggande statistik
Institutionella ägare 1210 total, 1201 long only, 3 short only, 6 long/short - change of 5,85% MRQ
Genomsnittlig portföljallokering 0.4644 % - change of −0,84% MRQ
Institutionella aktier (lång) 104 906 157 (ex 13D/G) - change of −3,62MM shares −3,33% MRQ
Institutionellt värde (lång) $ 13 905 697 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares Russell Mid-Cap Growth ETF (US:IWP) har 1210 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 104,909,257 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Jones Financial Companies Lllp, Wells Fargo & Company/mn, Tiaa Trust, National Association, Ameriprise Financial Inc, Commonwealth Equity Services, Llc, Pnc Financial Services Group, Inc., LPL Financial LLC, and UBS Group AG .

iShares Trust - iShares Russell Mid-Cap Growth ETF (ARCA:IWP) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 19, 2025 is 144,66 / share. Previously, on September 23, 2024, the share price was 117,32 / share. This represents an increase of 23,30% over that period.

IWP / iShares Trust - iShares Russell Mid-Cap 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.

IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-04 13F Center for Financial Planning, Inc. 0 −100,00 0
2025-07-15 13F Evanson Asset Management, LLC 1 662 230
2025-07-21 13F Montz Harcus Wealth Management LLC 2 013 0,10 279 18,22
2025-08-05 13F GPS Wealth Strategies Group, LLC 1 383 0,80 192 18,63
2025-08-01 13F First National Trust Co 23 563 24,32 3 268 46,77
2025-08-07 13F Future Fund LLC 99 049 13 736
2025-08-14 13F D. E. Shaw & Co., Inc. 18 050 −31,43 2 503 −19,05
2025-07-29 13F BKD Wealth Advisors, LLC 121 192 −1,19 16 807 16,63
2025-07-16 13F Signaturefd, Llc 7 639 −20,24 1 059 −5,87
2025-08-07 13F Howard Bailey Securities, Llc 23 339 −12,36 3 237 3,45
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 3 265 −32,78 453 −20,70
2025-05-05 13F Auxano Advisors, LLC 0 −100,00 0
2025-08-14 13F Alliancebernstein L.p. 17 547 12,84 2 433 33,24
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-12 13F Athena Investment Management 1 590 221
2025-08-14 13F Diversify Advisory Services, LLC 4 887 184,62 685 229,33
2025-08-08 13F Principal Financial Group Inc 2 700 −57,14 374 −49,46
2025-08-13 13F Capital Analysts, Inc. 6 511 −61,52 1 −100,00
2025-08-13 13F Per Stirling Capital Management, LLC. 1 489 207
2025-08-07 13F Addison Advisors LLC 589 82
2025-08-13 13F Beacon Pointe Advisors, LLC 29 801 33,49 4 133 57,59
2025-05-12 13F Peachtree Investment Partners, LLC 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 118 392 1,95 16 574 21,47
2025-08-11 13F Diversified Portfolios, Inc. 2 207 0,00 306 18,15
2025-08-14 13F Broadleaf Partners, LLC 19 522 4,56 2 707 23,44
2025-08-14 13F Garden State Investment Advisory Services LLC 6 629 −0,73 919 17,22
2025-07-09 13F VisionPoint Advisory Group, LLC 1 783 247
2025-07-14 13F CRA Financial Services, LLC 2 448 −6,85 339 10,06
2025-07-16 13F St Germain D J Co Inc 108 0,00 15 16,67
2025-08-05 13F Bank of New York Mellon Corp 123 348 11,77 17 106 31,93
2025-08-13 13F Colonial Trust Co / SC 4 763 −24,00 661 −10,33
2025-08-08 13F Biondo Investment Advisors, LLC 20 392 1,83 2 828 20,20
2025-04-28 13F Pinnacle Financial Partners Inc 118 407 3,98 13 914 −3,59
2025-05-01 13F Quest 10 Wealth Builders, Inc. 3 301 −9,44 388 −16,23
2025-08-28 13F/A Tolleson Wealth Management, Inc. 26 171 −2,48 3 629 15,13
2025-07-17 13F Janney Montgomery Scott LLC 68 583 −2,75 10 12,50
2025-07-10 13F Bigelow Investment Advisors, LLC 1 450 201
2025-07-30 13F Financial Perspectives, Inc 2 227 0,00 309 18,01
2025-08-05 13F Hills Bank & Trust Co 1 383 0,00 192 17,90
2025-07-30 13F SkyOak Wealth, LLC 3 134 0,00 435 17,93
2025-08-11 13F Performa Ltd (US), LLC 1 456 0,07 202 18,24
2025-08-08 13F Carl P. Sherr & Co., LLC 4 159 −4,41 577 12,72
2025-08-06 13F Summit Investment Advisors, Inc. 1 702 0,06 237 12,92
2025-04-22 13F Veridan Wealth LLC 21 998 9,79 2 585 −3,87
2025-08-12 13F Twin Focus Capital Partners, Llc 1 655 230
2025-07-23 13F Foundation Wealth Management, LLC 2 052 0,00 285 17,84
2025-08-14 13F Sunbelt Securities, Inc. 1 256 0,00 159 8,16
2025-05-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-07-24 13F Lmcg Investments, Llc 7 773 −0,09 1 078 17,83
2025-07-31 13F Topsail Wealth Management, LLC 3 881 −1,27 538 16,70
2025-08-13 13F Colonial Trust Advisors 812 1,50 113 20,43
2025-08-11 13F First American Trust, Fsb 5 187 −0,50 719 17,48
2025-07-16 13F Octavia Wealth Advisors, LLC 7 066 −3,86 980 13,44
2025-07-08 13F Zrc Wealth Management, Llc 573 0,00 80 17,91
2025-05-06 13F Jackson, Grant Investment Advisers, Inc. 0 −100,00 0
2025-08-11 13F Kirtland Hills Capital Management, Llc 1 658 230
2025-08-20 13F Monarch Capital Management Inc/ 2 256 0,00 313 17,74
2025-07-16 13F West Branch Capital LLC 261 0,38 36 20,00
2025-08-08 13F Emerald Investment Partners, Llc 2 320 0,00 322 18,01
2025-08-12 13F Change Path, LLC 40 538 −4,42 5 622 12,80
2025-08-14 13F Synovus Financial Corp 134 293 −1,56 18 627 16,21
2025-07-10 13F Tompkins Financial Corp 1 027 0,00 142 18,33
2025-08-14 13F Evercore Wealth Management, LLC 3 499 0,00 485 18,00
2025-08-13 13F Providence Capital Advisors, LLC 5 832 21,30 809 43,26
2025-08-08 13F Ironwood Investment Counsel, LLC 2 000 −11,11 277 4,92
2025-08-05 13F J. W. Coons Advisors, LLC 2 318 0,04 321 18,01
2025-08-12 13F RiverFront Investment Group, LLC 1 468 204
2025-08-06 13F Mascagni Wealth Management, Inc. 1 594 0,00 221 9,41
2025-07-30 13F Strategic Blueprint, LLC 1 594 221
2025-08-13 13F Cambria Investment Management, L.P. 3 144 436
2025-07-25 13F Pathway Financial Advisors LLC 5 950 0,00 825 18,03
2025-04-29 13F Hm Payson & Co 30 148 −2,41 3 542 −9,53
2025-06-03 13F/A First National Bank Of Omaha 13 286 −3,61 1 561 8,41
2025-07-17 13F Paradigm Financial Partners, Llc 1 678 −6,78 233 9,95
2025-07-18 13F PFG Investments, LLC 2 834 5,83 393 25,16
2025-07-29 13F Madison Wealth Partners, Inc 2 798 −0,46 388 17,58
2025-08-11 13F Empowered Funds, LLC 3 144 436
2025-08-12 13F Cornerstone Wealth Management, LLC 5 931 9,15 822 28,84
2025-08-14 13F Royal Bank Of Canada 633 203 −5,04 87 813 12,09
2025-08-07 13F Midland Wealth Advisors Llc 3 015 0,00 418 18,08
2025-07-31 13F Carrera Capital Advisors 1 579 219
2025-07-22 13F Evensky & Katz LLC 0 −100,00 0
2025-07-15 13F Graypoint LLC 14 806 0,00 2 053 18,06
2025-08-11 13F Pin Oak Investment Advisors Inc 883 −30,09 0
2025-08-15 13F CI Private Wealth, LLC 158 897 −50,01 22 064 −40,92
2025-08-05 13F Integrity Financial Corp /WA 480 0,00 67 17,86
2025-08-01 13F Rossby Financial, LCC 0 −100,00 0
2025-07-21 13F Riverview Trust Co 150 0,00 21 17,65
2025-07-15 13F EWG Elevate Inc. 0 −100,00 0
2025-07-22 13F Old National Bancorp /in/ 43 056 −1,03 5 971 16,83
2025-08-11 13F Perennial Investment Advisors, LLC 12 473 −1,82 1 730 15,88
2025-07-21 13F Stock Yards Bank & Trust Co 61 653 0,00 8 550 18,05
2025-08-05 13F Simplex Trading, Llc 1 082 −41,20 0
2025-05-02 13F Capital A Wealth Management, LLC 98 −24,62 12 −31,25
2025-07-28 13F IFC Advisors LLC 14 308 0,00 1 984 18,02
2025-07-02 13F Dentgroup LLC 15 478 −6,28 2 147 10,62
2025-07-29 13F Fundamentun, Llc 3 494 0,03 485 18,05
2025-08-12 13F Global Retirement Partners, LLC 15 976 18,11 2 216 29,23
2025-08-12 13F JMG Financial Group, Ltd. 119 265 −0,38 16 540 17,58
2025-08-14 13F Quantinno Capital Management LP 22 472 580,15 3 116 703,09
2025-08-01 13F Planning Directions Inc 0 −100,00 0
2025-08-06 13F Legacy Bridge, LLC 6 309 −7,34 875 9,39
2025-07-30 13F Principle Wealth Partners Llc 4 670 0,00 648 18,07
2025-07-11 13F Adirondack Trust Co 296 0,00 41 20,59
2025-08-14 13F Ancora Advisors, LLC 10 635 1,54 1 475 19,84
2025-07-10 13F Signal Advisors Wealth, LLC 3 523 −16,24 489 −1,21
2025-07-23 13F BankPlus Trust Department 208 0,00 29 16,67
2025-08-01 13F United Capital Management of KS, Inc. 100 637 0,88 13 956 19,08
2025-08-06 13F Commonwealth Equity Services, Llc 2 498 366 0,02 346 18,09
2025-08-08 13F Smithfield Trust Co 2 495 0,00 0
2025-08-14 13F Smartleaf Asset Management LLC 273 0,00 38 15,63
2025-04-23 13F Chevy Chase Trust Holdings, Inc. 0 −100,00 0
2025-08-05 13F Snider Financial Group 3 905 20,15 542 41,99
2025-07-28 13F Copia Wealth Management 988 0,00 137 18,10
2025-08-08 13F Pnc Financial Services Group, Inc. 2 464 458 −7,53 341 771 9,14
2025-04-10 13F Iams Wealth Management, Llc 0 −100,00 0 −100,00
2025-07-11 13F Essex Savings Bank 5 143 0,00 713 18,05
2025-08-12 13F New Republic Capital, LLC 91 0,00 13 20,00
2025-07-17 13F City Holding Co 3 259 0,00 452 18,06
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-11 13F Kingdom Financial Group LLC. 13 525 −48,28 1 876 −38,96
2025-07-18 13F Trust Co Of Vermont 4 873 0,00 676 18,01
2025-08-13 13F Virtue Capital Management, LLC 9 276 −24,05 1 286 −10,32
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 3 100 −2,21 430 15,32
2025-07-22 13F Unique Wealth, Llc 1 566 217
2025-07-25 13F Fifth Third Wealth Advisors LLC 12 184 −0,51 1 690 17,45
2025-08-14 13F Headlands Technologies LLC 3 979 1 930,10 552 2 295,65
2025-07-08 13F Nbc Securities, Inc. 8 556 −4,25 1 0,00
2025-08-06 13F Bensler, LLC 6 810 0,03 944 18,15
2025-08-13 13F VestGen Advisors, LLC 83 356 −2,77 11 560 14,76
2025-07-23 13F Richardson Capital Management LLC 6 137 −0,02 851 18,03
2025-07-30 13F Bogart Wealth, LLC 969 −10,11 134 6,35
2025-07-29 13F Systelligence, LLC 140 062 −16,49 19 424 −1,44
2025-08-08 13F Altfest L J & Co Inc 1 604 222
2025-08-04 13F AMG National Trust Bank 329 913 1,15 45 752 19,39
2025-07-10 13F Trust Point Inc. 13 889 0,00 1 926 18,09
2025-05-29 NP JACFX - John Hancock Mid Cap Growth Fund Class NAV 225 382 −11,87 26 480 −11,72
2025-08-08 13F Hartland & Co., LLC 53 256 −1,54 7 386 16,23
2025-08-04 13F Mesirow Financial Investment Management, Inc. 141 784 −48,59 19 665 −39,32
2025-08-11 13F Intrepid Financial Planning Group LLC 23 410 −0,51 3 247 17,44
2025-08-27 NP ACEFX - Absolute Strategies Fund Institutional Shares Short −3 100 106,67 −430 143,75
2025-07-21 13F Fortis Capital Advisors, LLC 7 071 −1,24 981 16,53
2025-08-06 13F Prospera Financial Services Inc 29 371 −2,30 4 074 15,32
2025-07-30 13F Insight Advisors, LLC/ PA 2 070 0,05 287 18,11
2025-08-08 13F Creative Planning 389 945 1,89 54 078 20,27
2025-08-14 13F Warren Averett Asset Management, LLC 155 749 6,65 21 599 25,88
2025-08-12 13F Nemes Rush Group LLC 51 0,00 7 40,00
2025-05-09 13F Briaud Financial Planning, Inc 0 −100,00 0
2025-07-16 13F Falcon Wealth Planning 119 818 −8,15 16 616 8,42
2025-07-08 13F FF Advisors,LLC 3 620 0,00 502 11,56
2025-07-17 13F Independence Bank of Kentucky 2 368 0,00 328 17,99
2025-08-14 13F Integrated Wealth Concepts LLC 11 723 −50,16 1 626 −41,19
2025-08-01 13F MorganRosel Wealth Management, LLC 99 0,00 14 18,18
2025-08-12 13F Associated Banc-corp 5 819 0,48 807 18,53
2025-08-13 13F Avestar Capital, LLC 1 636 −59,70 227 −52,62
2025-07-17 13F Smith Chas P & Associates Pa Cpas 2 600 −13,91 361 1,69
2025-08-05 13F Dunhill Financial, LLC 48 7
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0 −100,00
2025-08-04 13F Savvy Advisors, Inc. 2 029 −47,45 281 −37,97
2025-07-29 NP MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 5 129 −77,45 682 −76,41
2025-08-08 13F Advyzon Investment Management, LLC 3 020 419
2025-04-17 13F Stillwater Capital Advisors, LLC 0 −100,00 0
2025-07-22 13F Team Financial Group, LLC 156 22
2025-07-15 13F Forte Capital Llc /adv 47 265 5,50 6 555 24,53
2025-08-14 13F Comerica Bank 274 988 −2,69 38 135 14,86
2025-07-29 13F Kanawha Capital Management Llc 15 824 0,00 2 194 18,02
2025-07-07 13F Lwm Advisors Inc 32 272 −0,23 4 475 9,41
2025-07-15 13F Missouri Trust & Investment Co 100 0,00 14 18,18
2025-07-16 13F TOWER TRUST & INVESTMENT Co 342 0,00 47 14,63
2025-07-11 13F Diversified Trust Co 5 283 −6,63 733 10,24
2025-08-11 13F Foundation Wealth Management, LLC\PA 5 465 0,00 758 17,91
2025-08-08 13F Pinney & Scofield, Inc. 509 0,00 71 18,64
2025-08-11 13F Elequin Capital Lp 77 −97,34 11 −97,06
2025-08-11 13F Citigroup Inc 42 069 13,80 5 834 34,33
2025-07-22 13F Appleton Partners Inc/ma 6 226 0,00 1
2025-07-28 13F Wealthspan Partners, Llc 1 444 200
2025-07-14 13F Brady Martz Wealth Solutions, LLC 38 125 −5,32 5 287 11,78
2025-07-29 13F Private Trust Co Na 16 902 40,10 2 344 65,35
2025-08-14 13F Mpwm Advisory Solutions, Llc 167 0,00 23 21,05
2025-07-31 13F Ballast Advisors Llc 1 032 0,00 143 18,18
2025-05-16 13F Fred Alger Management, Llc 0 −100,00 0 −100,00
2025-07-09 13F First Financial Corp /in/ 2 522 0,00 350 17,91
2025-07-30 13F Phillips Financial Management, Llc 32 0,00 4 33,33
2025-08-14 13F Bragg Financial Advisors, Inc 4 951 0,98 687 19,10
2025-08-14 13F Icon Wealth Advisors, LLC 4 194 0,02 582 18,09
2025-08-15 13F WFA of San Diego, LLC 338 −16,13 47 −2,13
2025-08-14 13F Clark Capital Management Group, Inc. 3 918 −42,84 543 −32,55
2025-05-12 13F Sandy Spring Bank 15 058 −2,93 1 769 −10,02
2025-08-26 13F/A Thrivent Financial For Lutherans 26 916 −39,51 4 −40,00
2025-07-17 13F Sound Income Strategies, LLC 768 −12,53 106 2,91
2025-07-23 13F Eagle Strategies LLC 25 440 −4,05 3 528 13,26
2025-07-15 13F Cranbrook Wealth Management, LLC 10 035 −1,06 1 392 16,79
2025-07-18 13F PBMares Wealth Management LLC 1 515 210
2025-07-31 13F Vaughan David Investments Inc/il 4 147 0,00 1
2025-07-21 13F Mechanics Financial Corp 456 0,00 63 18,87
2025-07-22 13F Grimes & Company, Inc. 2 987 0,10 414 18,29
2025-08-08 13F Pacific Life Fund Advisors LLC 763 166 0,36 105 836 18,46
2025-08-12 13F Manchester Capital Management LLC 5 693 0,00 790 18,11
2025-07-23 13F REAP Financial Group, LLC 919 −4,37 127 13,39
2025-07-14 13F Park Avenue Securities Llc 40 291 −11,07 6 0,00
2025-08-13 13F Capital Group Private Client Services, Inc. 43 491 1,10 6 031 19,33
2025-07-17 13F Park Place Capital Corp 4 449 −53,43 613 −45,45
2025-08-04 13F Flagship Harbor Advisors, Llc 2 002 −0,55 278 17,37
2025-07-25 13F Apollon Wealth Management, LLC 12 010 2,39 1 666 20,83
2025-08-12 13F Park Square Financial Group, LLC 71 22,41 10 50,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 1 348 494 21,21 187 009 43,08
2025-08-13 13F Baird Financial Group, Inc. 213 419 −4,80 29 597 12,37
2025-09-03 13F Q3 Asset Management 19 872 3
2025-08-08 13F Capital Investment Advisory Services, LLC 229 0,00 32 19,23
2025-05-14 13F ICONIQ Capital, LLC 0 −100,00 0
2025-08-04 13F HBK Sorce Advisory LLC 4 549 −16,46 631 −1,41
2025-08-12 13F LPL Financial LLC 2 368 998 3,06 328 533 21,69
2025-08-08 13F Foundations Investment Advisors, LLC 3 183 −63,46 441 −56,89
2025-08-11 13F Summit Rock Advisors, LP 0 −100,00 0
2025-07-16 13F Fortune Financial Advisors, LLC 2 395 0,04 332 18,15
2025-08-11 13F Bradley Foster & Sargent Inc/ct 14 627 30,06 2 028 53,52
2025-08-13 13F KilterHowling LLC 2 868 0,10 398 9,37
2025-08-13 13F Johnson Financial Group, Inc. 35 788 7,91 4 963 27,39
2025-08-13 13F PACK Private Wealth, LLC 9 031 0,00 1 252 18,00
2025-08-14 13F Raymond James Financial Inc 801 901 −15,48 111 208 −0,24
2025-07-17 13F Greenleaf Trust 5 879 0,00 815 18,12
2025-07-18 13F Pure Financial Advisors, Inc. 5 989 36,42 831 61,17
2025-07-08 13F Atlas Brown,Inc. 33 708 −0,14 4 675 17,88
2025-07-29 13F May Barnhard Investments LLC 39 635 −3,93 5 497 13,39
2025-07-09 13F Bank of New Hampshire 512 0,00 71 18,33
2025-08-14 13F TCG Advisory Services, LLC 110 630 0,01 15 342 18,05
2025-07-22 13F Coastal Investment Advisors, Inc. 477 −48,76 66 −39,45
2025-07-17 13F Catalytic Wealth RIA, LLC 1 890 262
2025-07-29 13F Regions Financial Corp 38 137 33,75 5 289 57,85
2025-05-14 13F Estate Counselors, LLC 0 −100,00 0
2025-08-13 13F Cresset Asset Management, LLC 38 324 −12,36 5 315 3,45
2025-08-01 13F SYM FINANCIAL Corp 676 0,00 94 17,72
2025-08-13 13F Summit Financial, LLC 24 691 31,84 3 424 55,64
2025-08-18 13F Old North State Trust, LLC 3 195 0,00 0
2025-08-08 13F Gts Securities Llc 5 884 145,68 816 190,04
2025-05-14 13F Snowden Capital Advisors LLC 0 −100,00 0
2025-07-30 13F LGT Financial Advisors LLC 458 0,00 64 18,87
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-07-09 13F Lifelong Wealth Advisors, Inc. 11 851 −8,21 1 643 8,38
2025-08-18 13F N.E.W. Advisory Services LLC 1 228 0,00 170 18,06
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 10 857 −0,89 1 506 16,94
2025-07-10 13F Weinberger Asset Management, Inc 33 752 2,24 4 681 20,68
2025-08-08 13F Strategies Wealth Advisors, LLC 3 468 −14,37 481 1,05
2025-07-03 13F Trust Co of the South 1 559 216
2025-07-07 13F Wesbanco Bank Inc 26 123 −3,23 3 623 14,22
2025-08-14 13F Beaird Harris Wealth Management, LLC 88 12
2025-07-08 13F Canandaigua National Trust Co of Florida 7 046 101,83 977 138,29
2025-08-13 13F WealthTrust Axiom LLC 3 107 0,00 431 17,81
2025-07-11 13F Luts & Greenleigh Group, Inc 11 395 2,78 1 580 21,35
2025-07-16 13F Processus Wealth & Capital Management, LLC 25 169 −0,89 3 490 17,00
2025-08-08 13F Renasant Bank 7 847 −4,67 1 088 12,51
2025-08-13 13F GeoWealth Management, LLC 2 258 −5,05 313 12,19
2025-08-07 13F Rossmore Private Capital 5 428 0,00 753 18,05
2025-08-06 13F Eukles Asset Management 30 790 −0,94 4 270 16,93
2025-08-14 13F Moneta Group Investment Advisors Llc 236 698 14,95 32 825 35,69
2025-07-17 13F Sage Rhino Capital Llc 2 924 0,00 406 18,08
2025-07-22 13F USAdvisors Wealth Management, LLC 28 190 4,36 4 0,00
2025-08-04 13F Joseph P. Lucia & Associates, LLC 4 060 14,37 563 35,01
2025-07-22 13F/A Duncan Williams Asset Management, LLC 9 593 0,00 1 330 18,01
2025-07-25 13F Richardson Financial Services Inc. 304 0,00 42 17,14
2025-08-07 13F Montag A & Associates Inc 1 392 0,00 193 18,40
2025-07-23 13F Sax Wealth Advisors, Llc 11 382 2,87 1 578 21,48
2025-08-08 13F/A Sterling Capital Management LLC 91 440 1,95 12 681 20,34
2025-07-25 13F Transcendent Capital Group LLC 28 303 3 925
2025-08-14 13F Fayez Sarofim & Co 1 896 0,00 263 18,02
2025-08-04 13F Creative Financial Designs Inc /adv 1 194 0,00 166 17,86
2025-07-07 13F Investors Research Corp 170 0,00 24 21,05
2025-07-23 13F Nbt Bank N A /ny 5 409 −12,01 750 3,88
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 78 539 −0,09 10 892 17,92
2025-07-24 13F Papp L Roy & Associates 5 091 0,02 706 18,09
2025-07-10 13F Atticus Wealth Management, Llc 7 577 0,09 1 051 18,11
2025-08-13 13F Cary Street Partners Financial Llc 13 629 66,61 1 890 96,67
2025-07-16 13F Rebalance, Llc 7 825 0,10 1 085 18,19
2025-07-30 13F BlueChip Wealth Advisors LLC 3 724 0,00 516 18,08
2025-08-11 13F Western Wealth Management, LLC 14 003 0,02 1 942 18,07
2025-07-09 13F Berkshire Bank 36 265 −3,20 5 029 14,27
2025-08-11 13F Strategic Equity Management 99 982 13 866
2025-08-28 NP POACX - Aristotle Portfolio Optimization Conservative Fund Class C 18 501 −13,62 2 566 1,95
2025-07-17 13F Hanson & Doremus Investment Management 628 0,00 0
2025-07-29 13F William Blair Investment Management, Llc 0 −100,00 0
2025-08-11 13F Rothschild Investment Llc 77 0,00 11 11,11
2025-08-05 13F Claro Advisors LLC 14 355 −11,38 1 991 4,57
2025-07-31 13F LJI Wealth Management, LLC 3 246 48,15 450 75,10
2025-07-24 13F Rice Partnership, LLC 22 3
2025-07-28 13F Nvest Financial, LLC 13 125 −26,70 1 820 −13,46
2025-08-14 13F Harwood Advisory Group, LLC 788 0,00 109 10,10
2025-08-18 13F Hollencrest Capital Management 1 927 6,35 267 25,94
2025-08-12 13F Wood Tarver Financial Group, LLC 401 0,00 0 −100,00
2025-07-16 13F Owen LaRue, LLC 5 152 0,10 714 18,21
2025-08-01 13F Petra Financial Advisors Inc 70 570 24,85 9 787 47,36
2025-08-13 13F Scotia Capital Inc. 1 940 0,00 269 18,50
2025-08-05 13F Mathes Company, Inc. 28 603 0,00 4 0,00
2025-08-14 13F Great Valley Advisor Group, Inc. 36 893 −0,08 5 116 17,93
2025-08-12 13F Gladstone Institutional Advisory LLC 59 712 −5,23 8 281 11,86
2025-08-28 NP POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A 48 940 −22,48 6 787 −8,51
2025-07-14 13F Armstrong Advisory Group, Inc 4 1
2025-07-15 13F BostonPremier Wealth LLC 2 226 0,09 309 18,01
2025-07-31 13F Auour Investments LLC 16 434 −14,24 2 279 −1,94
2025-07-14 13F Pacifica Partners Inc. 62 9
2025-08-14 13F Gen-Wealth Partners Inc 2 411 0,63 334 18,86
2025-04-28 NP MVFG - Monarch Volume Factor Global Unconstrained Index ETF 25 821 22,54 3 278 15,02
2025-08-11 13F Anfield Capital Management, LLC 258 0,00 36 16,67
2025-07-21 13F HighMark Wealth Management LLC 141 −70,75 19 −66,07
2025-05-15 13F Glenmede Trust Co Na 22 216 8,28 2 610 0,38
2025-08-13 13F Natixis Advisors, L.p. 156 999 −31,77 22 −22,22
2025-08-13 13F Portland Global Advisors LLC 2 026 0,00 281 17,65
2025-08-14 13F Safeguard Investment Advisory Group, LLC 1 771 −7,81 246 8,89
2025-07-15 13F Norden Group Llc 2 572 29,64 357 52,79
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 235 058 1,15 32 598 19,39
2025-07-24 13F Edge Financial Advisors LLC 1 891 0,11 262 18,10
2025-08-05 13F Prosperity Consulting Group, LLC 53 884 3,21 7 473 21,83
2025-08-07 13F/A Ellerson Group Inc /adv 21 406 −11,89 2 969 3,99
2025-07-16 13F Plancorp, LLC 6 809 42,99 944 68,87
2025-08-08 13F Glassman Wealth Services 494 −4,26 69 13,33
2025-08-06 13F Financial Alternatives, Inc 6 140 0,00 851 18,03
2025-08-13 13F Russell Investments Group, Ltd. 1 737 1,16 241 19,40
2025-07-09 13F Finley Financial, LLC 3 840 0,00 533 14,41
2025-08-14 13F/A Skopos Labs, Inc. 4 436 615
2025-07-25 13F Sequoia Financial Advisors, LLC 16 896 −0,25 2 343 17,74
2025-07-30 13F Crewe Advisors LLC 133 0,00 18 20,00
2025-04-09 13F LVW Advisors, LLC 0 −100,00 0
2025-08-13 13F Townsquare Capital Llc 1 943 −81,48 269 −78,17
2025-07-24 13F Capital Advisors, Ltd. LLC 3 108 0,00 0
2025-05-07 13F Vista Private Wealth Partners. LLC 0 −100,00 0
2025-08-08 13F Arcadia Investment Management Corp/mi 8 425 0,90 1 168 19,06
2025-07-22 13F Willner & Heller, Llc 11 095 −6,54 1 539 10,33
2025-08-12 13F Cynosure Management, Llc 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 2 524 819 1,07 350 422 19,62
2025-08-05 13F Bank Of Montreal /can/ 156 769 4,32 21 741 23,14
2025-07-14 13F Occidental Asset Management, LLC 90 526 −1,40 12 554 16,39
2025-07-15 13F Elevated Capital Advisors, LLC 2 686 0,00 316 0,00
2025-07-16 13F American National Bank 120 0,00 17 14,29
2025-08-01 13F Oarsman Capital, Inc. 7 741 0,00 1 074 18,04
2025-08-05 13F Key FInancial Inc 9 985 0,42 1 385 18,49
2025-08-13 13F Ark & Tlk Investments, Llc 28 196 0,00 3 910 18,06
2025-07-30 13F LifeWealth Investments, LLC 25 134 11,61 3 486 31,76
2025-08-13 13F M&t Bank Corp 318 390 −3,04 44 154 14,45
2025-07-18 13F CHURCHILL MANAGEMENT Corp 105 151 −1,80 14 582 15,91
2025-07-25 13F Stephens Consulting, LLC 577 0,17 80 17,91
2025-07-10 13F Rockland Trust Co 5 271 −4,94 731 12,14
2025-07-14 13F Lee-Kelleher Wealth Management 6 992 0,00 970 18,03
2025-07-30 NP OCIO - ClearShares OCIO ETF 34 197 98,85 4 546 108,25
2025-08-12 13F Tradition Wealth Management, LLC 13 498 0,00 1 872 18,04
2025-08-14 13F Bank Of Hawaii 234 607 17,63 32 535 38,84
2025-07-29 13F Chicago Partners Investment Group LLC 12 387 0,13 1 751 13,78
2025-08-04 13F Buckhead Capital Management Llc 1 600 222
2025-08-04 13F Atria Investments Llc 6 363 11,49 882 31,64
2025-08-28 NP New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 5 348 −9,84 742 6,47
2025-08-07 13F Timonier Family Office, LTD. 1 862 0,00 258 18,35
2025-08-08 13F Union Savings Bank 971 0,00 137 20,18
2025-08-06 13F Paladin Advisory Group, LLC 3 081 −2,81 427 14,78
2025-07-09 13F Breakwater Capital Group 2 293 1,55 318 19,62
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 1 683 233
2025-07-18 13F SOA Wealth Advisors, LLC. 32 874 2 234,80 4 559 2 663,03
2025-07-25 13F Dynamic Financial Group 9 944 32,55 1 379 56,41
2025-08-08 13F Mv Capital Management, Inc. 29 541 −1,58 4 097 16,17
2025-08-25 NP VEGA - AdvisorShares STAR Global Buy-Write ETF 23 388 −4,66 3 243 12,53
2025-08-07 13F Kestra Private Wealth Services, Llc 135 531 2,40 18 795 20,88
2025-08-11 13F Delta Asset Management Llc/tn 180 0,00 25 14,29
2025-07-24 13F Stiles Financial Services Inc 2 200 0,00 305 18,22
2025-07-22 13F Simplicity Wealth,LLC 39 718 91,29 5 508 125,79
2025-05-15 13F Macquarie Group Ltd 0 −100,00 0
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 9 874 −0,79 1 369 16,12
2025-08-14 13F Certified Advisory Corp 26 887 16,38 3 729 37,36
2025-07-03 13F Sage Capital Advisors,llc 3 728 0,00 517 17,81
2025-07-28 13F Harbour Investments, Inc. 36 096 3,58 5 006 22,25
2025-08-11 13F Vanguard Group Inc 26 044 −14,54 3 612 0,87
2025-07-30 13F Princeton Global Asset Management LLC 6 562 0,00 910 18,18
2025-07-07 13F LBJ Family Wealth Advisors, Ltd. 136 164 0,24 19 20,00
2025-08-04 13F Mayflower Financial Advisors, LLC 2 701 0,00 375 17,98
2025-07-09 13F Burt Wealth Advisors 3 326 0,00 461 18,21
2025-07-15 13F Bfsg, Llc 100 0,00 14 18,18
2025-07-22 13F DT Investment Partners, LLC 2 124 0,00 295 18,07
2025-08-08 13F First Western Trust Bank 5 820 −1,29 807 16,62
2025-08-08 13F Advisory Resource Group 3 153 −1,25 437 16,53
2025-08-12 13F Coston, McIsaac & Partners 405 0,00 0
2025-07-11 13F Bond & Devick Financial Network, Inc. 1 560 216
2025-08-06 13F Golden State Wealth Management, LLC 11 938 −0,45 1 656 17,54
2025-07-31 13F Glass Jacobson Investment Advisors llc 10 985 −4,42 1 523 4,60
2025-07-09 13F Massmutual Trust Co Fsb/adv 675 −11,53 94 4,49
2025-07-23 13F Viewpoint Capital Management LLC 6 000 0,00 832 18,18
2025-08-28 NP POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C 148 665 6,10 20 617 25,23
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-07-22 13F Sage Financial Group Inc 12 420 −22,06 1 722 −8,01
2025-07-14 13F Maryland Capital Advisors Inc. 4 656 0,00 646 17,92
2025-08-13 13F Coco Enterprises, LLC 61 082 −1,60 8 471 30,79
2025-07-07 13F Versant Capital Management, Inc 42 0,00 6 25,00
2025-07-31 13F AlTi Global, Inc. 9 808 −7,68 1 360 8,97
2025-05-14 13F bLong Financial, LLC 0 −100,00 0
2025-07-14 13F BlueSky Wealth Advisors, LLC 3 584 0,00 497 18,05
2025-08-07 13F BHK Investment Advisors, LLC 9 255 2,21 1 283 20,70
2025-07-22 13F Alta Wealth Advisors LLC 1 511 210
2025-07-28 13F Courier Capital Llc 33 660 −0,57 4 668 17,35
2025-08-01 13F Belvedere Trading LLC Call 0 −100,00 0
2025-08-11 13F October Effect Ltd 4 985 691
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0 −100,00
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1 122 0,00 156 19,23
2025-07-30 NP ENDW - Cambria Endowment Style ETF 3 144 418
2025-07-16 13F Stephenson National Bank & Trust 3 232 0,00 448 18,21
2025-08-14 13F Fiduciary Trust Co 11 608 14,39 1 610 34,98
2025-08-13 13F Haverford Trust Co 6 731 0,00 933 18,10
2025-08-12 13F Deutsche Bank Ag\ 746 0,00 103 18,39
2025-08-07 13F Hughes Financial Services, LLC 202 0,00 28 21,74
2025-07-08 13F Webster Bank, N. A. 524 −15,76 73 −1,37
2025-07-08 13F/A Salem Investment Counselors Inc 1 670 0,00 232 17,86
2025-08-14 13F Stifel Financial Corp 138 339 1,61 19 187 19,95
2025-07-31 13F Oppenheimer Asset Management Inc. 2 526 350
2025-07-17 13F HB Wealth Management, LLC 8 254 5,59 1 145 24,62
2025-07-09 13F Keystone Wealth Services, LLC 0 −100,00 0
2025-08-13 13F Vance Wealth, Inc. 47 881 −14,41 6 640 1,03
2025-07-14 13F Abound Wealth Management 69 0,00 10 12,50
2025-07-18 13F Cooper Financial Group 15 922 −7,71 2 208 8,98
2025-07-01 13F First National Bank Sioux Falls 15 290 0,00 2 120 18,04
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 25 552 −1,26 3 530 16,55
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 11 106 −9,81 1 540 6,50
2025-08-12 13F Westfield Capital Management Co Lp 0 −100,00 0
2025-07-30 13F Exencial Wealth Advisors, Llc 2 225 308
2025-08-08 13F Atlantic Trust, LLC 11 329 0,15 1 571 18,21
2025-08-12 13F Armor Investment Advisors, LLC 3 053 −2,71 423 14,95
2025-08-15 13F Provenance Wealth Advisors, LLC 60 0,00 8 14,29
2025-07-24 13F Ramirez Asset Management, Inc. 1 200 −14,29 166 1,22
2025-08-12 13F Bedel Financial Consulting, Inc. 7 197 −0,99 998 11,63
2025-07-30 13F Mason & Associates, LLC 3 082 −3,78 427 13,56
2025-08-21 13F Clarion Wealth Managment Partners, LLC 12 799 1 775
2025-07-24 13F Conning Inc. 48 426 −24,02 6 716 −10,32
2025-07-14 13F Mechanics Bank Trust Department 121 667 16,62 16 873 37,65
2025-07-23 13F Valmark Advisers, Inc. 6 975 0,03 967 18,07
2025-04-30 13F Sofos Investments, Inc. 440 83,33 52 96,15
2025-07-25 13F Verdence Capital Advisors LLC 2 587 0,04 359 18,15
2025-08-14 13F Camden Capital, LLC 1 767 245
2025-07-25 13F Iron Financial, LLC 3 376 −3,79 468 13,59
2025-08-01 13F Advisory Alpha, LLC 2 781 0,00 386 18,10
2025-08-12 13F Jacobi Capital Management LLC 206 202 28 596
2025-05-29 NP JAEVX - Mid Cap Stock Trust NAV 104 353 −15,78 12 260 −15,64
2025-07-07 13F First Community Trust Na 48 7
2025-08-14 13F Bishop & Co Investment Management, LLC 143 605 −0,81 19 915 17,09
2025-07-25 13F Lodestar Private Asset Management Llc 3 632 −0,41 504 17,52
2025-07-14 13F Golden State Equity Partners 18 512 89,25 2 567 123,41
2025-07-16 13F ORG Partners LLC 1 936 −4,40 267 11,25
2025-05-12 13F Cahill Wealth Management, LLC 2 800 0,00 329 −7,34
2025-08-14 13F Hancock Whitney Corp 4 100 0,00 569 18,09
2025-07-29 13F Horst & Graben Wealth Management LLC 16 319 −0,71 2 263 17,25
2025-08-14 13F Lazard Asset Management Llc 2 365 0,00 0
2025-08-11 13F Wealthspire Advisors, LLC 272 482 −2,43 37 788 15,17
2025-08-06 13F Legacy Wealth Managment, LLC/ID 124 0,00 17 21,43
2025-08-11 13F Aptus Capital Advisors, LLC 368 −1,87 51 13,64
2025-07-17 13F Delta Capital Management Llc 7 000 0,00 1
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 50 635 −2,70 7 022 14,85
2025-07-24 13F Jfs Wealth Advisors, Llc 370 101,09 51 142,86
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-11 13F GW&K Investment Management, LLC 1 521 0,00 0
2025-08-13 13F SCS Capital Management LLC 1 580 −10,48 219 5,80
2025-08-14 13F CoreCap Advisors, LLC 394 −16,70 55 −1,82
2025-07-25 13F Ccg Wealth Management, Llc 1 859 0,00 258 17,89
2025-08-27 NP LGWAX - LADENBURG GROWTH FUND Class A Shares 53 821 0,00 7 464 18,03
2025-07-29 13F Easterly Investment Partners Llc 2 660 0,00 369 17,95
2025-08-05 13F Tsfg, Llc 11 788 0,00 2 0,00
2025-08-12 13F J.w. Cole Advisors, Inc. 68 799 4,63 9 541 23,51
2025-07-10 13F YHB Investment Advisors, Inc. 2 064 0,00 286 18,18
2025-08-07 13F Gryphon Financial Partners LLC 7 141 −14,69 990 0,71
2025-08-14 13F Hurley Capital, LLC 0 −100,00 0
2025-07-15 13F Axis Wealth Partners, LLC 1 675 −28,20 232 −15,33
2025-08-14 13F/A Barclays Plc 271 820 1 579,98 38 3 600,00
2025-08-07 13F New England Private Wealth Advisors LLC 2 593 369
2025-08-11 13F Heritage Wealth Advisors 5 652 0,00 784 17,92
2025-08-06 13F Innealta Capital, Llc 15 441 2 141
2025-07-31 13F GLOBALT Investments LLC / GA 392 268 −8,46 54 400 8,05
2025-07-15 13F Retirement Income Solutions, Inc 5 417 0,00 751 18,08
2025-07-16 13F Perigon Wealth Management, LLC 5 409 −1,89 750 15,92
2025-07-08 13F Ballew Advisors, Inc 21 234 1,86 2 973 26,74
2025-08-14 13F Hilltop Holdings Inc. 1 585 −92,56 220 −91,25
2025-08-01 13F Capital Investment Counsel, LLC 21 088 −3,94 2 925 13,38
2025-08-05 13F Summit Investment Advisory Services, LLC 1 702 236
2025-07-29 13F LMG Wealth Partners, LLC 98 403 −1,08 13 647 16,76
2025-07-28 13F Naviter Wealth, LLC 18 819 0,00 2 610 17,89
2025-08-15 13F Captrust Financial Advisors 153 410 1,86 21 275 20,23
2025-08-13 13F Rosenblum Silverman Sutton S F Inc /ca 1 635 227
2025-08-14 13F Tudor Investment Corp Et Al 31 526 237,43 4 372 298,54
2025-07-09 13F Navigation Wealth Management, Inc. 1 774 246
2025-07-10 13F Secure Asset Management, LLC 12 828 1 779
2025-07-25 13F Johnson Investment Counsel Inc 404 889 −3,67 56 150 13,70
2025-08-12 13F MAI Capital Management 133 791 8,70 18 554 28,31
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 3 535 0,00 490 18,07
2025-07-29 13F Alaska Permanent Capital Management 56 0,00 8 16,67
2025-08-14 13F Price T Rowe Associates Inc /md/ 32 086 0,00 4 33,33
2025-05-19 13F/A Jane Street Group, Llc 0 −100,00 0 −100,00
2025-07-11 13F Windsor Capital Management, LLC 1 858 0,05 258 17,89
2025-07-29 13F Parthenon Llc 1 474 204
2025-08-18 13F/A Kestra Investment Management, LLC 1 584 2,00 220 20,33
2025-07-30 13F Syntegra Private Wealth Group, LLC 2 766 0,00 384 18,21
2025-07-08 13F Atwood & Palmer Inc 460 0,00 64 16,67
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 63 211 53,31 8 766 80,74
2025-07-11 13F Prosperity Planning, Inc. 2 450 −3,09 340 14,14
2025-07-21 13F Ameriflex Group, Inc. 462 −2,33 64 14,55
2025-08-05 13F American Capital Advisory, LLC 143 0,00 20 18,75
2025-08-14 13F Two Sigma Securities, Llc 4 013 22,57 557 44,79
2025-08-05 13F Mma Asset Management Llc 1 492 207
2025-07-28 13F WealthPlan Investment Management, LLC 7 696 1,25 1 067 19,48
2025-07-17 13F Wolff Wiese Magana Llc 572 0,00 79 17,91
2025-08-13 13F Smith, Moore & Co. 4 075 0,94 565 19,20
2025-07-21 13F Ameritas Advisory Services, LLC 7 106 −26,18 985 −16,95
2025-08-28 NP ICSIX - Dynamic U.S. Opportunity Fund Class I 15 441 2 141
2025-05-15 13F Df Dent & Co Inc 0 −100,00 0
2025-08-05 13F Freestone Capital Holdings, LLC 55 091 −1,08 7 640 16,77
2025-07-21 13F/A Abacus Planning Group, Inc. 2 259 0,00 313 18,11
2025-08-14 13F Colony Group, LLC 431 338 −1,86 59 818 15,83
2025-07-10 13F Wedmont Private Capital 1 700 237
2025-08-27 NP LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares 48 639 0,00 6 745 18,04
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-08-11 13F Knott David M Jr 695 0,00 96 18,52
2025-07-03 13F First Hawaiian Bank 1 734 0,00 240 18,23
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-07-07 13F Global Wealth Strategies & Associates 5 952 −2,33 825 15,38
2025-08-12 13F MWA Asset Management 15 273 −4,09 2 118 13,26
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 178 0,00 25 20,00
2025-07-11 13F Pinnacle Bancorp, Inc. 820 0,00 114 17,71
2025-07-17 13F Oakworth Capital, Inc. 1 642 −2,96 228 14,65
2025-04-28 13F TCP Asset Management, LLC 0 −100,00 0
2025-07-17 13F Mainsail Financial Group, LLC 48 175 −4,37 6 629 12,01
2025-08-14 13F Transamerica Financial Advisors, Inc. 4 0,00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 3 695 −8,61 512 7,79
2025-07-24 13F Callan Family Office, LLC 7 857 −2,83 1 090 14,63
2025-08-13 13F Federated Hermes, Inc. 0 −100,00 0
2025-07-25 13F PrairieView Partners, LLC 125 0,00 0
2025-08-04 13F Family Wealth Group, LLC 4 539 630
2025-08-07 13F Cascade Financial Partners, LLC 2 676 −0,41 371 17,78
2025-08-13 13F Lido Advisors, LLC 209 468 16,29 29 049 37,27
2025-08-12 13F Pathstone Holdings, LLC 154 690 64,97 14 781 34,16
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-07-14 13F Parkshore Wealth Management, Inc. 2 976 −13,99 413 1,48
2025-08-14 13F Vista Capital Partners, Inc. 3 818 65,14 529 95,20
2025-07-25 13F Cwm, Llc 85 930 −4,59 12 10,00
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 12 410 659,49 1 721 801,05
2025-08-06 13F Founders Financial Securities Llc 8 677 81,00 1 203 108,13
2025-07-22 13F Cedar Mountain Advisors, LLC 282 810 −0,15 39 220 17,86
2025-08-12 13F Legacy Financial Group, Inc. 1 468 204
2025-07-22 13F Belpointe Asset Management LLC 10 613 0,78 1 472 18,92
2025-07-22 13F Integrated Capital Management, LLC 2 303 0
2025-07-31 13F Burke & Herbert Bank & Trust Co 10 047 −18,56 1 393 −3,86
2025-08-11 13F Avantax Planning Partners, Inc. 123 567 −14,67 17 136 0,73
2025-08-12 13F Edmond De Rothschild Holding S.a. 1 132 −74,23 157 −69,77
2025-07-24 13F Acima Private Wealth, Llc 37 139 0,00 5 150 18,04
2025-08-27 NP LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares 12 768 0,00 1 771 18,00
2025-07-15 13F Smith & Howard Wealth Management, LLC 1 529 5,45 212 73,77
2025-07-08 13F Lowe Wealth Advisors, LLC 150 0,00 21 17,65
2025-08-14 13F BancorpSouth Bank 10 282 −0,40 1 426 17,57
2025-07-16 13F Kendall Capital Management 2 318 0,00 321 18,01
2025-08-06 13F Savant Capital, LLC 35 029 −1,33 4 858 16,47
2025-08-11 13F Lowe Brockenbrough & Co Inc 6 586 −13,55 913 2,01
2025-07-17 13F XML Financial, LLC 81 757 2,53 11 338 21,03
2025-08-14 13F Connecticut Wealth Management, LLC 100 797 −1,41 13 979 16,37
2025-07-29 13F TFC Financial Management 764 0,00 106 17,98
2025-07-17 13F Gleason Group, Inc. 627 0,00 87 17,81
2025-08-08 13F Meridian Wealth Management, LLC 37 345 12,90 5 179 33,27
2025-08-14 13F Peapack Gladstone Financial Corp 50 186 17,23 7 20,00
2025-08-06 13F New Millennium Group LLC 21 −50,00 3 −50,00
2025-07-23 13F First Merchants Corp 67 553 −1,42 9 368 16,36
2025-07-09 13F Procyon Private Wealth Partners, LLC 13 530 11,22 1 876 31,28
2025-07-14 13F LaFleur & Godfrey LLC 1 542 214
2025-07-23 13F Trifecta Capital Advisors, LLC 1 146 0,00 159 17,91
2025-07-28 13F Revolve Wealth Partners, LLC 7 046 −4,40 977 12,95
2025-08-27 NP LNCAX - LADENBURG INCOME FUND Class A Shares 1 491 0,00 207 17,71
2025-07-11 13F Farther Finance Advisors, LLC 2 689 74,61 373 104,40
2025-08-07 13F 1st Source Bank 13 662 3,09 1 895 21,72
2025-08-14 13F Evergreen Wealth Solutions, LLC 7 995 1 109
2025-08-08 13F Bailard, Inc. 4 959 0,00 688 18,04
2025-05-14 13F MAS Advisors LLC 0 −100,00 0
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 −100,00 0
2025-08-13 13F Brown Advisory Inc 38 123 11,97 5 287 32,15
2025-08-13 13F Summit Wealth Group Llc / Co 23 614 3 275
2025-07-29 13F Angeles Wealth Management, Llc 23 3
2025-07-18 13F Lowery Thomas, Llc 21 759 −3,81 3 017 13,55
2025-07-21 13F Crews Bank & Trust 94 0,00 13 18,18
2025-08-05 13F Mission Wealth Management, Lp 10 014 −0,77 1 389 17,13
2025-07-23 13F Wise Wealth Partners 6 131 44,80 850 71,03
2025-08-12 13F Steward Partners Investment Advisory, Llc 160 241 −2,58 22 222 14,98
2025-04-25 13F K.J. Harrison & Partners Inc 0 −100,00 0
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 12 850 −4,31 1 782 13,00
2025-07-21 13F Corundum Group, Inc. 54 033 0,00 7 493 18,04
2025-07-18 13F Parsons Capital Management Inc/ri 1 731 −42,28 240 −31,82
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 1 852 0,00 257 17,97
2025-08-14 13F Silvercrest Asset Management Group Llc 16 516 0,00 2 291 18,04
2025-07-30 13F Rehmann Capital Advisory Group 14 504 2,45 2 011 20,93
2025-08-12 13F BlackRock, Inc. 27 191 0,08 3 771 18,14
2025-08-05 13F Centennial Bank/AR/ 2 854 62,81 396 92,68
2025-05-14 13F Pilgrim Partners Asia Pte Ltd 14 585 47,55 1 714 36,82
2025-08-06 13F SOUTH STATE Corp 6 426 −0,68 891 17,24
2025-08-13 13F American Money Management, LLC 1 519 211
2025-06-23 NP PPQMX - MidCap Growth Fund III R-3 5 000 −34,21 606 −40,76
2025-07-15 13F Ballentine Partners, LLC 4 760 0,00 660 18,07
2025-08-14 13F First Citizens Asset Management, Inc. 78 063 −12,40 10 826 3,39
2025-04-17 13F Vista Wealth Management Group, LLC 4 000 0,00 470 −7,50
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0 −100,00
2025-07-11 13F Thomasville National Bank 11 755 −8,87 1 630 7,59
2025-07-14 13F Sowell Financial Services LLC 58 663 −13,09 8 135 2,59
2025-08-14 13F CIBC World Markets Inc. 2 147 4,89 298 23,75
2025-07-10 13F HWG Holdings LP 0 −100,00 0
2025-07-24 13F PDS Planning, Inc 2 495 0,08 346 18,49
2025-07-15 13F Fifth Third Bancorp 211 556 −1,80 29 339 15,91
2025-08-13 13F Renaissance Technologies Llc 9 700 1 345
2025-05-02 13F BluePointe Capital Management, LLC 38 269 4 496
2025-07-25 13F Allspring Global Investments Holdings, LLC 3 456 −89,08 476 −87,33
2025-08-14 13F JPL Wealth Management, LLC 27 900 2,46 3 869 20,94
2025-08-15 13F Northeast Financial Consultants Inc 6 831 1,49 947 19,87
2025-07-17 13F Alpine Bank Wealth Management 7 640 0,00 1 060 18,06
2025-08-14 13F BCS Private Wealth Management, Inc. 2 920 0
2025-08-06 13F Atlantic Union Bankshares Corp 19 361 212,48 2 685 269,19
2025-08-06 13F Legacy Investment Solutions, LLC 124 0,00 17 0,00
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 105 −34,78 12 −40,00
2025-07-22 13F Berkshire Money Management, Inc. 325 45
2025-08-14 13F Oxford Financial Group Ltd 5 462 0,00 757 18,10
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 44 0,00 6 20,00
2025-07-11 13F Seacrest Wealth Management, Llc 2 355 0,00 327 18,12
2025-07-03 13F TrueWealth Advisors, LLC 2 552 0,00 354 18,06
2025-07-08 13F Strategic Advocates LLC 13 654 −0,66 1 894 17,29
2025-07-11 13F Ullmann Financial Group, Inc. 3 631 0,03 503 18,08
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-08 13F Accredited Investors Inc. 206 230 −5,14 28 600 11,97
2025-07-28 13F Private Wealth Asset Management, LLC 64 193 −0,99 8 902 16,87
2025-07-17 13F Stephens Group Asset Management, Llc 528 903 3,89 73 348 22,63
2025-07-11 13F Harbour Capital Advisors, LLC 7 105 0,00 982 22,01
2025-08-15 13F American Family Investments, Inc. 523 294 −9,98 72 570 6,26
2025-07-11 13F Skyline Advisors, Inc. 3 810 0,03 528 18,12
2025-08-15 13F Tower Research Capital LLC (TRC) 622 12 340,00 86
2025-08-05 13F BEAM Asset Management, LLC 22 842 4,12 3 168 22,89
2025-08-06 13F Middleton & Co Inc/ma 3 819 0,00 530 18,08
2025-08-11 13F Independent Advisor Alliance 2 726 −0,69 378 17,39
2025-07-14 13F Baring Financial LLC 2 866 −0,03 397 18,15
2025-08-12 13F Argent Trust Co 79 214 0,25 10 985 18,33
2025-08-07 13F Parkside Financial Bank & Trust 2 496 −0,87 346 17,29
2025-07-31 13F Mason & Associates Inc 1 685 234
2025-08-14 13F EP Wealth Advisors, Inc. 198 690 −37,19 27 554 −25,87
2025-07-16 13F Holland Advisory Services, Inc. 8 915 −0,75 1 236 17,16
2025-07-29 13F Sigma Investment Counselors Inc 1 741 0,00 241 18,14
2025-08-05 13F HFG Advisors, Inc. 3 054 −2,43 424 15,26
2025-07-10 13F Shira Ridge Wealth Management 1 822 0,00 253 17,76
2025-07-17 13F Moss Adams Wealth Advisors LLC 3 500 −2,07 485 15,75
2025-08-19 13F Newbridge Financial Services Group, Inc. 64 0,00 9 14,29
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 78 0,00 11 11,11
2025-07-17 13F Venture Visionary Partners LLC 11 654 −0,84 1 616 17,10
2025-08-01 13F American Financial & Tax Strategies Inc 2 785 5,57 386 24,92
2025-08-05 13F Sigma Planning Corp 34 878 1,73 4 837 20,06
2025-07-28 13F Perfromance Wealth Partners, LLC 3 005 0,00 417 17,85
2025-08-05 13F Strategic Financial Concepts, LLC 5 752 −5,69 798 11,31
2025-08-13 13F AMJ Financial Wealth Management 7 864 −6,47 1 091 10,44
2025-08-14 13F Qube Research & Technologies Ltd 116 038 22,55 16 092 44,66
2025-08-11 13F Bellwether Advisors, LLC 150 −99,89 21 −99,87
2025-05-15 13F CAPROCK Group, Inc. 3 450 26,61 405 17,39
2025-07-14 13F Proathlete Wealth Management Llc 164 23
2025-08-08 13F Fiera Capital Corp 3 030 0,00 420 18,31
2025-08-13 13F Northern Trust Corp 157 571 1,96 21 852 20,34
2025-07-30 13F D.a. Davidson & Co. 12 177 −6,47 1 689 10,40
2025-08-12 13F Proequities, Inc. 0 0
2025-08-08 13F Kingsview Wealth Management, LLC 15 576 −2,63 2 160 14,95
2025-07-28 13F Holistic Planning, LLC 2 872 −1,85 398 16,03
2025-08-12 13F TCTC Holdings, LLC 550 0,00 76 18,75
2025-08-08 13F Citizens Financial Group Inc/ri 6 362 72,46 882 103,70
2025-08-13 13F Standard Family Office LLC 3 300 0,00 458 18,09
2025-08-13 13F MONECO Advisors, LLC 8 562 −3,88 1 187 13,48
2025-07-31 13F Whipplewood Advisors, LLC 0 −100,00 0
2025-07-18 13F Tanager Wealth Management LLP 1 769 −9,24 245 7,46
2025-07-15 13F Main Street Group, LTD 12 0,00 2 0,00
2025-07-07 13F Trust Co 1 018 0,00 141 18,49
2025-08-14 13F Widmann Financial Services, Inc. 31 148 4,15 4 320 22,94
2025-07-08 13F First International Bank & Trust 1 514 −65,25 210 −59,10
2025-07-15 13F Cora Capital Advisors Llc 1 740 0,00 241 18,14
2025-08-13 13F Valued Retirements, Inc. 7 206 −24,51 999 −10,88
2025-05-09 13F Delta Financial Group, Inc. 3 203 0,03 0
2025-07-30 13F Fingerlakes Wealth Management, Inc. 4 115 0,10 571 18,01
2025-08-05 13F BCGM Wealth Management, LLC 2 600 0,00 361 18,03
2025-08-11 13F NewEdge Wealth, LLC 5 137 −18,76 721 −2,96
2025-08-11 13F Madison Asset Management, LLC 3 078 0,00 427 18,01
2025-05-01 13F Schechter Investment Advisors, LLC 2 183 0,00 256 −7,25
2025-07-25 13F LRI Investments, LLC 2 350 0,00 326 17,75
2025-07-28 13F Duncker Streett & Co Inc 1 606 1,65 223 20,00
2025-07-10 13F Contravisory Investment Management, Inc. 5 567 −0,13 772 18,04
2025-08-04 13F One Day In July LLC 10 657 0,00 1 478 17,97
2025-08-18 13F Front Row Advisors LLC 406 56
2025-08-12 13F Howe & Rusling Inc 2 639 24,60 366 47,18
2025-07-10 13F PMV Capital Advisers, LLC 9 1
2025-08-06 13F Garrison Point Advisors, Llc 7 400 0,67 1 026 18,89
2025-08-14 13F First Foundation Advisors 75 063 22,22 10 410 44,25
2025-07-24 13F Monument Capital Management 51 991 0,64 7 210 18,80
2025-08-14 13F Prestige Wealth Management Group LLC 4 167 0,00 578 18,00
2025-07-30 13F Wedgewood Investors Inc /pa/ 7 156 −1,28 992 16,57
2025-08-20 13F/A Coppell Advisory Solutions LLC 7 487 1 029
2025-07-30 13F Paragon Financial Partners, Inc. 18 890 5,64 2 620 24,71
2025-08-07 13F Everhart Financial Group, Inc. 1 705 236
2025-08-14 13F Glenmede Investment Management, LP 23 248 3 224
2025-08-12 13F Choate Investment Advisors 10 143 30,71 1 407 54,34
2025-08-13 13F Transce3nd, LLC 1 963 1,08 272 19,82
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0
2025-07-30 13F White Lighthouse Investment Management Inc. 3 017 0,00 418 18,08
2025-08-07 13F Sound View Wealth Advisors Group, LLC 7 822 −0,01 1 085 17,95
2025-08-08 13F Your Advocates Ltd., LLP 9 0,00 1 0,00
2025-07-31 13F Buckingham Strategic Partners 49 956 −3,01 6 928 14,48
2025-07-09 13F Radnor Capital Management, LLC 2 479 0,00 0
2025-07-18 13F First United Bank Trust/ 6 110 −4,16 847 13,24
2025-08-05 13F Gilbert & Cook, Inc. 4 738 0,00 657 18,17
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0
2025-07-29 13F Harbor Asset Planning, Inc. 154 21
2025-08-27 NP ACGRX - Advisors Capital Growth Fund 20 600 128,89 2 857 170,20
2025-07-08 13F Parallel Advisors, LLC 11 036 13,89 1 530 34,45
2025-07-11 13F Wealth Management Partners, LLC 8 861 −0,39 1 236 18,28
2025-08-06 13F Rialto Wealth Management, LLC 1 015 −14,35 141 0,72
2025-07-30 13F First Citizens Bank & Trust Co 1 486 571 −13,50 206 158 2,10
2025-07-28 13F Rosenberg Matthew Hamilton 44 6
2025-07-31 13F Sequent Asset Management, LLC 67 200 −0,18 9 319 17,83
2025-08-04 13F UNIVEST FINANCIAL Corp 4 535 0,07 629 18,05
2025-08-15 13F Kestra Advisory Services, LLC 123 512 2,67 17 129 21,19
2025-07-24 13F Eastern Bank 1 139 4,21 158 22,66
2025-08-14 13F GWM Advisors LLC 90 850 43,20 12 599 69,05
2025-08-19 13F Anchor Investment Management, LLC 130 0,00 18 20,00
2025-08-14 13F Aqr Capital Management Llc 3 313 15,52 459 36,61
2025-08-11 13F Capital Square, LLC 7 716 0,43 1 061 17,63
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 2 332 323
2025-07-11 13F Financial Advisory Corp 757 092 2,86 104 994 21,42
2025-07-29 13F Stratos Wealth Partners, LTD. 54 006 1,98 7 490 20,36
2025-08-12 13F Mcdonald Partners Llc 2 200 0,00 305 18,22
2025-07-18 13F Bourgeon Capital Management Llc 3 151 0,00 437 17,84
2025-07-24 13F Insight Inv LLC 298 0,00 41 17,14
2025-08-13 13F Gateway Wealth Partners, LLC 3 066 425
2025-08-12 13F/A Cozad Asset Management Inc 2 088 0,00 290 17,96
2025-05-13 13F Vestmark Advisory Solutions, Inc. 0 −100,00 0
2025-07-14 13F UMA Financial Services, Inc. 120 0,00 17 14,29
2025-07-16 13F Builder Investment Group Inc /adv 16 226 −1,46 2 250 16,34
2025-08-14 13F Ieq Capital, Llc 13 635 −15,17 1 891 0,11
2025-04-29 13F Penserra Capital Management LLC 0 −100,00 0
2025-07-15 13F Hofer & Associates. Inc 30 185 1,15 4 186 19,40
2025-07-30 13F Cullen/frost Bankers, Inc. 956 036 15,83 132 583 36,72
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 41 319 −7,45 5 730 9,25
2025-07-24 13F Blair William & Co/il 47 784 −4,45 6 627 12,78
2025-08-07 13F Nwam Llc 12 462 0,97 1 728 19,17
2025-08-07 13F Fidelis Capital Partners, LLC 35 071 1,01 4 947 18,58
2025-07-09 13F Christopher J. Hasenberg, Inc 15 2
2025-07-10 13F Kmg Fiduciary Partners, Llc 63 600 3,69 8 820 22,40
2025-07-25 13F Atria Wealth Solutions, Inc. 7 869 −65,49 1 095 −59,11
2025-07-29 13F Aspiriant, Llc 24 666 100,32 3 421 136,51
2025-07-22 13F McNaughton Wealth Management, LLC 1 457 202
2025-07-17 13F Beacon Capital Management, LLC 600 5,26 83 25,76
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 0 −100,00 0
2025-07-16 13F Southern Capital Advisors, Llc 85 832 1,69 11 903 20,04
2025-07-29 13F Oxbow Advisors, LLC 3 080 −6,15 427 10,91
2025-04-30 13F Linden Thomas Advisory Services, LLC 0 −100,00 0 −100,00
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-13 13F Quadrant Capital Group Llc 4 314 31,77 598 55,73
2025-08-28 NP PODCX - Aristotle Portfolio Optimization Growth Fund Class C 299 750 30,95 41 569 54,57
2025-07-29 13F Mb, Levis & Associates, Llc 112 0,00 16 15,38
2025-08-14 13F Becker Capital Management Inc 25 200 0,00 3 495 18,04
2025-07-25 13F Concurrent Investment Advisors, LLC 11 583 24,78 1 606 47,34
2025-08-05 13F Cassaday & Co Wealth Management LLC 2 110 082 −0,26 292 626 17,73
2025-07-31 13F Wealthfront Advisers Llc 14 191 −9,08 1 968 7,36
2025-08-04 13F Keybank National Association/oh 190 308 −1,33 26 392 16,47
2025-08-14 13F Bank Of America Corp /de/ Put 15 000 2 080
2025-07-23 13F Arcadia Investment Advisors Llc 1 235 0,00 171 17,93
2025-08-14 13F Bank Of America Corp /de/ 6 625 157 −21,75 918 777 −7,64
2025-07-23 13F Stephen J. Garry & Associates, Llc 2 187 0,00 303 18,36
2025-07-11 13F Rockwood Wealth Management, LLC 5 459 0,15 757 18,28
2025-06-26 NP TRPWX - TIAA-CREF Mid-Cap Growth Fund Institutional Class 84 882 −62,83 10 295 −70,72
2025-08-15 13F WealthCollab, LLC 743 0,00 103 18,39
2025-07-23 13F Joel Isaacson & Co., LLC 2 755 23,32 382 45,80
2025-07-25 13F Midwest Capital Advisors, LLC 5 978 −13,02 829 2,73
2025-08-07 13F Guidance Capital, Inc 5 545 −0,84 772 10,30
2025-08-07 13F Allworth Financial LP 7 527 10,71 1 044 28,61
2025-07-09 13F Dynamic Advisor Solutions LLC 10 251 3,87 1 422 22,61
2025-07-14 13F Clear Harbor Asset Management, LLC 56 872 2,52 7 887 21,02
2025-08-07 13F FDx Advisors, Inc. 4 470 −4,41 1
2025-08-14 13F Cubist Systematic Strategies, LLC 0 −100,00 0
2025-07-23 13F L.K. Benson & Company, P.C. 3 311 0,00 459 17,99
2025-07-14 13F Gries Financial Llc 4 800 −2,04 666 15,65
2025-08-08 13F Financial Gravity Companies, Inc. 200 −16,67 28 −10,00
2025-07-07 13F Accelerate Investment Advisors LLC 1 588 220
2025-08-14 13F First Manhattan Co 1 463 203
2025-07-23 13F Element Wealth, LLC 25 645 −5,06 3 556 12,07
2025-07-29 13F Signature Estate & Investment Advisors Llc 6 470 0,40 897 18,49
2025-08-27 NP LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares 37 021 0,00 5 134 18,05
2025-08-13 13F EverSource Wealth Advisors, LLC 2 150 −85,83 298 −83,29
2025-07-24 13F Robertson Stephens Wealth Management, LLC 27 493 −1,31 3 813 16,47
2025-08-06 13F Wedbush Securities Inc 2 486 14,51 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 261 079 −7,16 30 674 −13,94
2025-08-07 13F King Luther Capital Management Corp 312 6,85
2025-08-05 13F Blue Barn Wealth, LLC 1 572 218
2025-08-12 13F Laurel Wealth Advisors LLC 30 787 13 768,02 0 −100,00
2025-08-29 13F Centaurus Financial, Inc. 3 184 40,02 0
2025-07-07 13F Horizons Wealth Management 426 0,00 59 18,00
2025-07-14 13F Acropolis Investment Management, LLC 1 675 0,00 232 18,37
2025-08-12 13F Tocqueville Asset Management L.p. 51 360 −1,26 7 123 16,54
2025-08-14 13F Jane Street Group, Llc Put 4 700 652
2025-08-14 13F Mml Investors Services, Llc 183 153 7,54 25 25,00
2025-08-28 NP POCAX - Aristotle Portfolio Optimization Moderate Fund Class A 247 310 −19,41 34 297 −4,88
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 2 025 −2,78 288 23,08
2025-08-14 13F Jane Street Group, Llc Call 25 300 100,79 3 509 137,03
2025-07-16 13F TigerOak Management, L.L.C. 1 518 211
2025-07-01 13F Harbor Investment Advisory, Llc 34 362 86,17 4 765 119,79
2025-08-11 13F Regal Investment Advisors LLC 2 921 −2,41 405 15,38
2025-07-23 13F Elm3 Financial Group, LLC 4 640 −7,55 643 9,17
2025-05-14 13F Hill Investment Group Partners, LLC 0 −100,00 0
2025-08-12 13F Trexquant Investment LP 1 454 202
2025-08-06 13F Adviser Investments LLC 20 165 −0,56 2 796 17,38
2025-08-07 13F Evoke Wealth, Llc 9 011 87,42 1 250 121,45
2025-08-14 13F Visionary Wealth Advisors 5 665 786
2025-08-07 13F Rathbone Brothers plc 21 090 −7,93 2 925 8,66
2025-08-06 13F Wsfs Capital Management, Llc 2 924 40,51 406 65,98
2025-08-12 13F Integrated Advisors Network LLC 4 048 0,00 561 18,11
2025-08-14 13F Fmr Llc 1 168 105 −0,80 161 993 17,09
2025-07-18 13F Liberty Capital Management, Inc. 4 249 0,00 589 18,04
2025-08-14 13F Betterment LLC 9 311 26,85 1
2025-08-14 13F BTG Pactual Asset Management US LLC 11 2
2025-08-04 13F Hantz Financial Services, Inc. 168 860 −0,96 23 15,00
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 99 049 13 736
2025-08-12 13F Rhumbline Advisers 1 616 −49,26 224 −40,11
2025-07-28 13F BRYN MAWR TRUST Co 12 458 0,09 1 728 18,13
2025-08-05 13F Prosperity Wealth Management, Inc. 20 920 2 901
2025-08-08 13F Thoroughbred Financial Services, Llc 22 267 0,91 3 50,00
2025-08-13 13F My Purposeful Wealth Corp. 56 651 14,79 7 991 37,81
2025-07-25 13F Lion Street Advisors, LLC 11 373 −3,91 1 577 13,45
2025-08-11 13F Mosaic Family Wealth Partners, Llc 4 250 0,00 589 18,04
2025-07-15 13F IMS Capital Management 32 582 −0,40 4 518 17,56
2025-08-19 13F Advisory Services Network, LLC 20 538 10,31 2 905 32,78
2025-07-10 13F Brady Family Wealth, Llc 2 115 0,00 293 18,15
2025-08-04 13F Impact Partnership Wealth, LLC 1 741 −13,85 241 1,69
2025-08-13 13F Nicolet Advisory Services, Llc 6 101 −24,76 849 −5,67
2025-07-22 13F Merit Financial Group, LLC 13 416 −34,31 1 861 −22,47
2025-08-13 13F Wealthedge Investment Advisors, Llc 20 139 −2,12 2 793 15,52
2025-07-07 13F St. Clair Advisors, LLC 3 658 0,00 507 18,18
2025-05-29 NP Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 0 −100,00 0 −100,00
2025-08-08 13F Larson Financial Group LLC 20 3
2025-07-23 13F Wealth Management Nebraska 21 964 8,28 3 018 26,65
2025-08-14 13F Matrix Private Capital Group Llc 1 704 89,33 236 124,76
2025-07-09 13F Westmount Partners, LLC 4 072 0,00 565 17,99
2025-07-15 13F Total Wealth Planning, Llc 4 043 −9,96 561 6,26
2025-07-29 13F Werba Rubin Papier Wealth Management 4 090 567
2025-08-14 13F Bnp Paribas Arbitrage, Sa 247 849 −55,30 34 372 −47,23
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-07-24 13F Baldwin Brothers Inc/ma 4 000 0,00 555 18,12
2025-08-04 13F Mill Capital Management, LLC 570 0,00 79 19,70
2025-08-11 13F Sierra Capital LLC 18 140 −2,43 3 0,00
2025-07-18 13F Trilogy Capital Inc. 3 003 −20,26 416 −5,88
2025-07-09 13F Alesco Advisors Llc 13 400 0,00 1 858 18,04
2025-08-14 13F Susquehanna International Group, Llp Call 40 800 57,53 5 658 86,00
2025-07-30 13F Rothschild Capital Partners, LLC 1 809 −39,19 251 −28,37
2025-08-11 13F HighTower Advisors, LLC 240 515 1,31 33 355 19,59
2025-08-14 13F Wellington Management Group Llp 103 956 −69,77 14 417 −64,32
2025-07-30 13F Retirement Planning Group 1 916 −0,05 266 17,78
2025-04-30 13F MeadowBrook Investment Advisors LLC 0 −100,00 0
2025-07-23 13F Values Added Financial LLC 4 603 0,00 638 18,15
2025-07-31 13F Brighton Jones Llc 18 061 2,02 2 505 20,38
2025-08-19 13F Cape Investment Advisory, Inc. 108 −62,63 15 −57,58
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 4 185 0,55 587 23,37
2025-07-23 13F Cohen Capital Management, Inc. 3 897 0,88 540 19,21
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-11 13F FSA Wealth Management LLC 131 203 −2,28 18 195 15,34
2025-08-13 13F Allegheny Financial Group LTD 14 748 1,16 2 045 19,45
2025-08-13 13F Rsm Us Wealth Management Llc 25 608 −15,08 3 551 0,25
2025-08-01 13F Bessemer Group Inc 47 723 0,85 7 20,00
2025-08-04 13F Field & Main Bank 90 0,00 12 20,00
2025-08-12 13F FreeGulliver LLC 3 147 0,10 436 18,16
2025-07-11 13F Annex Advisory Services, LLC 6 215 57,26 862 85,56
2025-08-04 13F Eubel Brady & Suttman Asset Management Inc 2 120 0,00 0
2025-08-11 13F Advisor Resource Council 3 091 −81,52 429 −73,27
2025-08-12 13F Legal & General Group Plc 2 250 −67,86 312 −62,17
2025-08-14 13F Greenline Partners, LLC 0 −100,00 0
2025-08-19 13F Asset Dedication, LLC 305 0,00 42 20,00
2025-08-14 13F Talon Private Wealth, LLC 476 66
2025-07-09 13F WealthCare Investment Partners, LLC 4 541 2,02 636 29,86
2025-07-31 13F Sage Mountain Advisors LLC 3 564 0,00 494 18,18
2025-07-16 13F Moneywise, Inc. 51 908 7 199
2025-07-24 13F MSH Capital Advisors LLC 23 314 −6,86 3 233 9,97
2025-07-16 13F Cahaba Wealth Management, Inc. 6 629 0,05 919 18,12
2025-08-13 13F Hendershot Investments Inc. 1 522 211
2025-08-14 13F White Knight Strategic Wealth Advisors, LLC 5 169 −0,58 717 17,38
2025-08-11 13F Insight 2811, Inc. 16 783 0,66 2 327 18,85
2025-08-12 13F Northeast Planning Associates, Inc. / Nh / 13 930 3,35 1 932 21,98
2025-08-12 13F Financial Advocates Investment Management 2 268 −33,43 315 −21,50
2025-08-13 13F RPg Family Wealth Advisory, LLC 0 −100,00 0
2025-08-05 13F Geneva Capital Management Llc 11 873 −38,72 1 647 −27,68
2025-08-12 13F Putnam Fl Investment Management Co 3 508 −26,60 486 −13,37
2025-07-31 13F Oak Harbor Wealth Partners, Llc 12 910 0,00 1 790 18,07
2025-07-22 13F/A Kingstone Capital Partners Texas, LLC 1 685 −13,81 234 1,74
2025-08-14 13F MidWestOne Financial Group, Inc. 9 378 0,00 1 301 18,07
2025-04-17 13F Life Planning Partners, Inc 0 −100,00 0 −100,00
2025-08-08 13F Pioneer Trust Bank N A/or 2 400 0,00 333 18,15
2025-08-04 13F Northwest Financial Advisors 1 704 −4,32 236 12,92
2025-07-22 13F Wealthcare Advisory Partners LLC 10 387 3,62 1 440 22,34
2025-07-24 13F Game Plan Financial Advisors, LLC 648 0,00 90 17,11
2025-07-11 13F BTC Capital Management, Inc. 12 946 0,00 1 795 18,01
2025-07-16 13F Vision Capital Management, Inc. 30 767 0,00 4 267 18,04
2025-08-08 13F Cetera Investment Advisers 419 450 −0,09 58 169 17,93
2025-07-18 13F Bartlett & Co. Wealth Management Llc 110 121 −1,15 15 272 16,68
2025-07-17 13F ERn Financial, LLC 1 489 206
2025-08-06 13F Modera Wealth Management, LLC 52 880 −0,13 7 333 17,87
2025-08-08 13F Investment Partners, Ltd. 40 415 6,23 5 605 25,40
2025-08-14 13F Susquehanna International Group, Llp Put 174 500 24 200
2025-07-22 13F Olistico Wealth, LLC 9 437 −57,54 1 309 −49,90
2025-08-14 13F Susquehanna International Group, Llp 77 056 74,40 10 686 105,86
2025-08-13 13F First Trust Advisors Lp 1 853 257
2025-04-08 13F Retirement Wealth Solutions LLC 0 −100,00 0
2025-07-22 13F Mascoma Wealth Management LLC 168 0,00 23 21,05
2025-08-11 13F TAGStone Capital, Inc. 43 070 2,02 5 971 149 150,00
2025-08-18 13F Geneos Wealth Management Inc. 17 818 9,17 2 471 28,90
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2025-08-13 13F Nicolet Bankshares Inc 6 057 19,23 840 40,77
2025-08-12 13F SRS Capital Advisors, Inc. 8 126 −95,28 1 437 −92,89
2025-08-14 13F Horizon Investments, LLC 364 727,27 50 900,00
2025-08-15 13F Morgan Stanley 19 367 119 5,80 2 685 832 24,88
2025-08-01 13F Envestnet Asset Management Inc 1 990 778 3,17 276 081 21,78
2025-08-07 13F Commerce Bank 1 722 755 −2,88 238 912 14,63
2025-08-14 13F Modern Wealth Management, LLC 1 458 202
2025-07-23 13F Charter Trust Co 1 760 0,00 244 18,45
2025-07-28 13F Mutual Advisors, LLC 21 371 −18,69 3 041 −3,67
2025-07-18 13F Naples Global Advisors, Llc 2 414 335
2025-07-30 13F Brookstone Capital Management 17 098 45,34 2 371 71,56
2025-08-08 13F Empower Advisory Group, LLC 4 593 140,47 637 183,93
2025-07-10 13F Ryan Investment Management, Inc. 257 36
2025-08-07 13F Allen Investment Management LLC 5 439 0,00 754 18,00
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 128 703 10,21 17 848 30,10
2025-07-11 13F Caldwell Securities, Inc 102 0,00 14 27,27
2025-07-14 13F AdvisorNet Financial, Inc 2 863 −84,13 397 −81,27
2025-07-31 13F United Community Bank 149 0,00 21 17,65
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 1 140 0,00 158 18,80
2025-08-06 13F Nvwm, Llc 35 0,00 5 0,00
2025-08-11 13F Pineridge Advisors LLC 1 076 −3,06 149 14,62
2025-08-15 13F Resources Management Corp /ct/ /adv 200 0,00 0
2025-07-23 13F Intergy Private Wealth, LLC 23 606 0,82 3 274 19,02
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 147 0,00 20 17,65
2025-07-15 13F Garrett Investment Advisors LLC 2 053 −4,02 285 13,15
2025-07-16 13F Essex Financial Services, Inc. 23 706 6,62 3 287 25,84
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 835 −8,02 0
2025-08-14 13F Investmark Advisory Group LLC 5 401 −7,22 749 9,66
2025-08-08 13F Avantax Advisory Services, Inc. 89 685 2,79 12 437 21,34
2025-08-12 13F White Pine Capital Llc 5 012 0,00 695 18,20
2025-07-22 13F Capital Advisors Inc/ok 3 005 0,00 417 17,85
2025-07-23 13F High Note Wealth, LLC 109 109,62 15 150,00
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 74 334 0,13 10 309 18,18
2025-07-31 13F Leavell Investment Management, Inc. 5 850 0,00 811 18,05
2025-08-04 13F Partners in Financial Planning 3 403 0,00 472 18,05
2025-05-15 13F C M Bidwell & Associates Ltd 0 −100,00 0
2025-07-18 13F Consolidated Portfolio Review Corp 1 882 4,96 261 23,81
2025-08-05 13F Next Capital Management LLC 9 230 16,20 1 280 37,08
2025-07-16 13F Amarillo National Bank 17 370 0,00 2 409 18,04
2025-08-05 13F Cherry Tree Wealth Management, LLC 3 215 0,00 446 18,04
2025-08-11 13F Midwest Professional Planners, LTD. 22 736 7,02 3 153 26,32
2025-05-06 13F Kovack Advisors, Inc. 0 −100,00 0
2025-08-11 13F Rockbridge Investment Management, LCC 2 170 0,00 301 18,11
2025-04-24 13F Westend Capital Management LLC 0 −100,00 0
2025-08-01 13F First Command Advisory Services, Inc. 4 416 6,98 612 26,45
2025-07-30 13F Whittier Trust Co Of Nevada Inc 9 936 24,32 1 378 46,80
2025-08-12 13F Waddell & Associates, Llc 1 522 211
2025-07-15 13F MCF Advisors LLC 19 696 −0,01 2 731 18,02
2025-07-17 13F Global Trust Asset Management, LLC 1 387 0,00 192 18,52
2025-07-29 13F International Assets Investment Management, Llc 2 139 16,57 297 37,67
2025-08-13 13F Proactive Wealth Strategies LLC 9 714 −0,66 1 0,00
2025-07-30 13F Phoenix Holdings Ltd. 64 128 6,22 8 893 25,38
2025-07-24 13F Lee Financial Co 43 037 −2,53 5 968 15,06
2025-08-05 13F Plante Moran Financial Advisors, LLC 200 0,00 28 17,39
2025-07-22 13F Dougherty Wealth Advisers LLC 28 369 −0,51 3 934 17,43
2025-08-01 13F Transcend Wealth Collective, Llc 8 229 4,80 1 141 23,75
2025-08-14 13F RMB Capital Management, LLC 110 183 −1,55 15 280 16,22
2025-08-08 13F Sittner & Nelson, Llc 800 0,00 111 18,28
2025-08-11 13F Private Advisor Group, LLC 133 980 1,28 18 580 19,55
2025-08-14 13F IHT Wealth Management, LLC 23 867 87,94 3 310 121,93
2025-08-13 13F Philadelphia Trust Co 1 826 0,00 0
2025-07-30 13F Roman Butler Fullerton & Co 1 795 0,11 255 24,39
2025-08-15 13F Stonebridge Capital Advisors LLC 11 782 −15,10 1 634 0,18
2025-07-14 13F Farmers & Merchants Investments Inc 93 028 −0,77 12 901 17,13
2025-07-24 13F Leo Wealth, LLC 1 518 211
2025-07-15 13F Financial Partners Group, Inc 135 414 6,11 18 779 25,25
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 267 134 40,55 37 68,18
2025-08-11 13F Mill Creek Capital Advisors, LLC 90 083 0,00 12 493 18,04
2025-07-11 13F Grant Private Wealth Management Inc 0 −100,00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 29 727 6,67 4 123 25,93
2025-07-10 13F Fulton Bank, N.a. 7 471 19,29 1 036 40,95
2025-07-23 13F Ameliora Wealth Management Ltd. 200 0,00 23 −8,00
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-07-10 13F Clare Market Investments LLC 1 561 217
2025-08-06 13F Financial Advisory Corp /ut/ /adv 9 804 0,18 1 0,00
2025-08-13 13F Flow Traders U.s. Llc 15 361 2
2025-07-09 13F Wolff Financial Management Llc 3 117 0,10 0
2025-08-07 13F Midwest Trust Co 129 155 17 911
2025-04-14 13F WFA Asset Management Corp 0 −100,00 0
2025-08-06 13F Stonebridge Financial Planning Group, LLC 6 508 −0,79 903 17,14
2025-08-14 13F Boston Private Wealth Llc 179 397 24 879
2025-07-16 13F GenWealth Group, Inc. 192 302 26 668
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 1 740 0,00 241 18,14
2025-07-22 13F Miracle Mile Advisors, LLC 13 450 37,27 1 865 62,03
2025-08-11 13F FineMark National Bank & Trust 38 709 −4,30 5 368 12,96
2025-08-14 13F Ruggaard & Associates LLC 5 200 −3,36 721 14,08
2025-07-24 13F rebel Financial LLC 39 940 5 539
2025-08-11 13F United Capital Financial Advisers, Llc 25 208 21,58 3 496 43,53
2025-07-24 13F Bernard Wealth Management Corp. 428 0,00 59 18,00
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 1 604 455 −12,51 222 506 3,26
2025-08-13 13F Financial Freedom, LLC 12 531 0,08 1 738 18,08
2025-08-13 13F Congress Wealth Management LLC / DE / 100 550 80,27 13 944 112,08
2025-08-14 13F Chicago Wealth Management, Inc. 4 986 −0,28 691 17,72
2025-08-04 13F Pinnacle Associates Ltd 22 748 −3,19 3 155 14,28
2025-07-15 13F Signet Financial Management, Llc 2 480 0,04 344 17,87
2025-07-30 13F Eqis Capital Management, Inc. 3 617 2,67 502 21,31
2025-07-31 13F CNB Bank 33 0,00 5 33,33
2025-08-05 13F Huntington National Bank 4 189 22,21
2025-07-11 13F/A Umb Bank N A/mo 89 683 −8,83 12 437 7,61
2025-08-08 13F Brickley Wealth Management 8 592 −1,56 1 192 16,20
2025-07-15 13F North Star Investment Management Corp. 690 0,00 96 17,28
2025-09-09 13F NWF Advisory Services Inc. 3 131 −9,59 434 6,90
2025-08-11 13F HHM Wealth Advisors, LLC 150 0,00 21 17,65
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 3 407 −44,46 472 −34,44
2025-07-21 13F Qrg Capital Management, Inc. 6 821 5,95 946 25,00
2025-07-28 13F Stegner Investment Associates Inc. 4 405 0,00 611 17,99
2025-04-29 13F Morris Financial Concepts, Inc. 0 −100,00 0 −100,00
2025-08-12 13F Archer Investment Corp 571 −3,71 79 14,49
2025-08-06 13F Centerpoint Advisory Group 1 500 208
2025-07-25 13F Total Clarity Wealth Management, Inc. 18 204 −27,22 2 525 −20,38
2025-07-21 13F Ascent Group, LLC 1 593 221
2025-07-22 13F DAVENPORT & Co LLC 5 918 35,02 821 59,53
2025-08-14 13F/A Rockefeller Capital Management L.P. 191 467 1,27 26 553 19,54
2025-07-24 13F True Link Financial Advisors, LLC 9 517 0,00 1 320 17,98
2025-07-24 13F Us Bancorp \de\ 1 572 826 0,75 218 120 18,92
2025-08-05 13F Tiaa Trust, National Association 2 540 797 −9,05 352 266 7,33
2025-05-13 13F Montag & Caldwell, Llc 0 −100,00 0
2025-08-13 13F Saiph Capital, LLC 37 648 7,45 5 221 26,85
2025-08-14 13F Css Llc/il 401 301,00 56 400,00
2025-07-10 13F Exchange Traded Concepts, Llc 1 734 240
2025-07-15 13F Burns Matteson Capital Management, LLC 35 206 −19,34 4 882 −4,80
2025-08-01 13F Biltmore Family Office, LLC 1 200 9,49 166 29,69
2025-08-14 13F Operose Advisors LLC 496 0,00 69 17,24
2025-08-11 13F Cordatus Wealth Management LLC 14 765 0,13 2 100,00
2025-08-12 13F Shakespeare Wealth Management, Inc. 16 659 11,06 2 310 31,10
2025-08-06 13F First Horizon Advisors, Inc. 48 721 −6,52 6 757 10,34
2025-08-14 13F Windsor Advisory Group, LLC 102 0,00 14 27,27
2025-07-21 13F Syntax Research, Inc. 162 0,00 22 15,79
2025-08-12 13F Viawealth, Llc 5 086 0,00 705 18,09
2025-07-31 13F Jackson Hole Capital Partners, LLC 4 608 0,00 639 18,11
2025-08-04 13F Prairie Wealth Advisors, Inc. 2 378 0,13 330 17,92
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 87 0,00 12 20,00
2025-07-17 13F Smith, Salley & Associates 9 769 −0,51 1 355 17,43
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-07-15 13F Td Private Client Wealth Llc 36 742 −13,17 5 095 2,49
2025-08-04 13F Assetmark, Inc 70 829 19,46 9 823 41,00
2025-08-06 13F Black Swift Group, LLC 0 −100,00 0
2025-08-14 13F Css Llc/il Put 62 100 −0,16 8 612 17,86
2025-07-09 13F Sterling Manor Financial, LLC 65 754 −7,05 9 119 9,71
2025-08-14 13F Css Llc/il Call 33 000 69,23 4 576 99,74
2025-08-15 13F High Falls Advisors, Inc 2 832 4,97 393 24,05
2025-08-14 13F Wells Fargo & Company/mn 5 168 799 1,52 716 809 19,83
2025-07-29 13F Salomon & Ludwin, LLC 914 −4,29 126 12,50
2025-07-30 13F Evermay Wealth Management Llc 1 000 0,00 139 17,95
2025-08-08 13F ERTS Wealth Advisors, LLC 9 246 0,52 1 282 18,70
2025-07-07 13F Nova Wealth Management, Inc. 3 214 249,73 446 315,89
2025-07-28 13F Bridges Investment Management Inc 3 077 0,00 427 18,01
2025-08-12 13F Clearbridge Investments, LLC 3 644 −90,70 505 −89,02
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 5 088 −17,20 706 −2,22
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 3 396 18,49 471 39,88
2025-08-13 13F Shepherd Financial Partners LLC 1 547 215
2025-04-29 13F Calamos Wealth Management LLC 0 −100,00 0
2025-07-25 13F NorthRock Partners, LLC 92 991 3,39 12 896 22,03
2025-08-12 13F Pettyjohn, Wood & White, Inc 6 074 −4,86 842 12,27
2025-08-19 13F National Asset Management, Inc. 32 933 −47,64 4 567 −42,70
2025-07-22 13F Powell Investment Advisors, LLC 54 074 3,55 7 499 22,22
2025-08-11 13F One Capital Management, LLC 155 540 −52,06 21 570 −43,42
2025-08-12 13F Kimelman & Baird, LLC 428 0,00 59 18,00
2025-08-14 13F LifePlan Investment Advisors, Inc. 2 721 0,11 377 18,18
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 24 365 −18,56 3 379 −3,87
2025-08-13 13F Level Four Advisory Services, Llc 3 824 2,91 530 21,56
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 059 513 8,81 146 839 28,34
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-07-25 13F Commonwealth Financial Services, LLC 15 923 3,67 2 208 22,39
2025-07-23 13F Prime Capital Investment Advisors, LLC 11 140 −5,89 1 545 11,08
2025-08-14 13F Evergreen Capital Management Llc 11 857 13,95 1 644 34,53
2025-07-18 13F Magnolia Private Wealth, LLC 2 420 0,00 336 17,96
2025-07-23 13F Country Club Bank /gfn 28 421 0,00 3 906 16,81
2025-07-28 13F Nadler Financial Group, Inc. 17 790 4,46 2 467 23,35
2025-08-07 13F Shared Vision Wealth Group LLC 1 635 −18,58 231 −1,70
2025-07-25 13F GFS Advisors, LLC 8 000 0,00 1 109 17,98
2025-08-07 13F Alliance Wealth Management Group 2 156 0,00 299 17,79
2025-08-12 13F O'shaughnessy Asset Management, Llc 4 485 20,69 622 42,43
2025-08-12 13F Zacks Investment Management 1 524 211
2025-08-04 13F BLB&B Advisors, LLC 6 647 −13,43 922 2,11
2025-07-17 13F XY Planning Network, Inc. 2 843 394
2025-08-05 13F GHP Investment Advisors, Inc. 59 369 −0,75 8 233 17,16
2025-08-12 13F Founders Financial Alliance, LLC 0 −100,00 0
2025-08-12 13F Franklin Resources Inc 11 911 −13,64 1 652 1,91
2025-08-26 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 56 835 −23,29 7 882 −9,47
2025-08-06 13F SJA Financial Advisory, LLC 0 −100,00 0
2025-08-12 13F one8zero8, LLC 102 0,00 14 27,27
2025-08-14 13F Scientech Research LLC 4 041 560
2025-07-30 13F Arbor Investment Advisors, LLC 2 102 0,00 292 18,29
2025-08-14 13F Goldman Sachs Group Inc 407 911 −3,15 56 569 14,32
2025-07-21 13F Compass Planning Associates Inc 0 −100,00 0
2025-08-08 13F Truepoint, Inc. 288 646 15,51 40 029 36,35
2025-07-18 13F Arcadia Wealth Management, LLC 33 085 −1,83 4 588 15,89
2025-07-30 13F Forum Financial Management, LP 1 691 235
2025-08-07 13F Resources Investment Advisors, LLC. 5 463 19,07 758 40,45
2025-08-14 13F Cubist Systematic Strategies, LLC Call 69 900 62,18 9 694 91,45
2025-08-14 13F Cubist Systematic Strategies, LLC Put 60 300 204,55 8 362 259,50
2025-07-09 13F Goelzer Investment Management, Inc. 2 017 0,00 280 18,22
2025-07-30 13F/A KPP Advisory Services LLC 2 066 0,00 287 18,18
2025-08-01 13F Ashton Thomas Private Wealth, LLC 14 098 94,86 1 955 130,00
2025-08-13 13F BlackDiamond Wealth Management Inc. 2 144 295
2025-08-12 13F Eldridge Investment Advisors, Inc. 10 048 0,00 1 393 18,05
2025-08-14 13F Tennessee Valley Asset Management Partners 0 −100,00 0
2025-07-10 13F Redhawk Wealth Advisors, Inc. 2 894 −6,74 401 10,16
2025-08-14 13F Mariner, LLC 632 430 2,27 87 705 20,71
2025-08-11 13F Edgemoor Investment Advisors, Inc. 1 510 209
2025-07-10 13F Orgel Wealth Management, LLC 2 272 −3,52 315 14,13
2025-08-13 13F Cerity Partners LLC 58 775 −0,83 8 151 17,05
2025-08-13 13F Harfst & Associates, Inc. 1 475 205
2025-08-04 13F Daymark Wealth Partners, Llc 1 879 −10,82 261 5,26
2025-07-16 13F True North Advisors, LLC 3 180 0,00 441 18,23
2025-08-12 13F Bokf, Na 173 998 6,61 24 130 25,84
2025-08-14 13F Aft, Forsyth & Company, Inc. 7 995 0,03 1 109 18,00
2025-07-22 13F Global Strategic Investment Solutions, LLC 15 646 −0,17 2 170 17,82
2025-08-11 13F Theory Financial Llc 1 464 207
2025-07-16 13F Tassel Capital Management, Inc. 2 975 0,47 413 18,73
2025-08-07 13F Zions Bancorporation, National Association /ut/ 496 003 −1,60 68 786 16,15
2025-07-30 13F Bleakley Financial Group, LLC 22 671 15,69 3 144 36,53
2025-07-11 13F Busey Wealth Management 2 372 0,00 329 17,99
2025-07-21 13F Ntv Asset Management Llc 5 576 8,25 773 27,77
2025-08-18 13F/A National Bank Of Canada /fi/ 5 125 −2,12 710 15,26
2025-07-16 13F Maridea Wealth Management LLC 1 728 0,00 240 17,73
2025-07-16 13F Magnus Financial Group LLC 5 655 −2,08 784 15,63
2025-07-03 13F Garde Capital, Inc. 2 074 0,00 288 18,11
2025-07-24 13F Trust Co Of Toledo Na /oh/ 2 280 316
2025-08-13 13F Kilter Group LLC 166 23
2025-07-09 13F Post Resch Tallon Group Inc. 16 210 0,04 2 248 18,25
2025-07-28 13F Cypress Wealth Services, LLC 1 558 216
2025-08-08 13F Advisors Capital Management, LLC 26 357 87,42 3 655 121,25
2025-07-10 13F Anderson Hoagland & Co 3 600 0,00 499 33,07
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-04-29 NP EBI - Longview Advantage ETF 5 373 682
2025-08-18 13F Wolverine Trading, Llc Put 8 100 84,09 1 113 115,28
2025-08-12 13F Waterloo Capital, L.P. 1 827 0,00 253 18,22
2025-07-23 13F Kingswood Wealth Advisors, Llc 22 500 20,68 3 120 42,47
2025-08-01 13F Motco 6 0,00 1
2025-08-11 13F Principal Securities, Inc. 8 154 10,11 1 131 20,47
2025-08-11 13F Wescott Financial Advisory Group, LLC 348 373 −3,51 48 312 13,89
2025-08-15 13F/A Symphony Financial, Ltd. Co. 1 468 203
2025-05-07 13F David R. Rahn & Associates Inc. 0 −100,00 0
2025-08-05 13F Meridian Management Co 5 200 0,00 735 20,49
2025-08-11 13F Brown Brothers Harriman & Co 16 700 −14,36 2 316 1,05
2025-08-14 13F CoreFirst Bank & Trust 1 096 152
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 10 808 −18,79 1 499 −4,16
2025-09-04 13F Reynders McVeigh Capital Management, LLC 9 250 0,00 1 0,00
2025-09-03 13F American Trust 18 690 120,06 2 592 159,88
2025-07-24 13F IFP Advisors, Inc 71 252 2,97 9 882 21,56
2025-08-14 13F UBS Group AG 2 283 766 0,79 316 713 18,97
2025-08-14 13F Integrated Investment Consultants, LLC 334 003 −14,93 46 320 14,92
2025-05-15 13F Foguth Wealth Management, LLC. 0 −100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 16 622 680,38 2 305 822,00
2025-08-14 13F Federation des caisses Desjardins du Quebec 100 0,00 14 18,18
2025-08-14 13F Glenview Trust Co 23 819 −0,10 3 303 17,92
2025-07-17 13F Lauterbach Financial Advisors, LLC 1 456 202
2025-08-14 13F Financial Advisory Service, Inc. 10 315 −1,12 1 430 16,73
2025-08-07 13F Argent Advisors, Inc. 2 800 −2,44 388 15,13
2025-07-31 13F Orion Capital Management LLC 11 0,00 2 0,00
2025-08-18 13F Castleark Management Llc 16 000 0,00 2 219 18,04
2025-07-17 13F Peoples Financial Services Corp. 99 0,00 14 18,18
2025-08-13 13F Corsair Capital Management, L.p. 18 000 12,50 2 496 32,84
2025-07-07 13F Dominguez Wealth Management Solutions, Inc. 15 524 6,39 2 153 25,55
2025-08-08 13F Cooper Capital Advisors LLC 0 −100,00 0
2025-07-24 13F Von Berge Wealth Management Group, LLC 1 800 0,00 252 17,76
2025-07-29 13F Stephens Inc /ar/ 542 492 2,00 75 233 20,40
2025-08-12 13F NFP Retirement, Inc. 1 890 0,00 262 18,02
2025-07-17 13F Albion Financial Group /ut 471 0,00 65 18,18
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 5 258 −0,27 729 17,77
2025-08-01 13F Redwood Park Advisors LLC 96 0,00 13 18,18
2025-07-14 13F Friday Financial 9 622 0,00 1 334 15,00
2025-08-13 13F Bare Financial Services, Inc 910 0,00 126 18,87
2025-04-28 13F Bellevue Asset Management, Llc 0 −100,00 0
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-05-15 13F Millennium Management Llc 0 −100,00 0 −100,00
2025-08-04 13F Spire Wealth Management 11 512 −4,27 1 597 13,03
2025-08-14 13F Monetary Management Group Inc 2 250 0,00 312 18,18
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-31 13F West Michigan Advisors, Llc 1 857 −2,57 258 15,25
2025-08-06 13F Csenge Advisory Group 1 508 200
2025-08-06 13F Texas Yale Capital Corp. 3 588 0,00 498 18,05
2025-07-10 13F Sharkey, Howes & Javer 5 103 0,00 708 18,03
2025-07-28 13F Sagespring Wealth Partners, Llc 2 009 0,00 279 17,80
2025-08-13 13F Crescent Grove Advisors, LLC 61 386 0,01 8 513 18,04
2025-09-11 NP CFAGX - The MidCap Growth Fund Shares 49 270 118,59 6 968 154,92
2025-07-21 13F Pflug Koory, LLC 475 −15,18 66 0,00
2025-08-05 13F Financial Sense Advisors, Inc. 4 237 22,53 588 44,58
2025-07-21 13F DHJJ Financial Advisors, Ltd. 208 0,48 29 16,67
2025-07-31 13F/A Avion Wealth 248 0,00 0
2025-08-14 13F KKM Financial LLC 3 909 −2,23 555 9,68
2025-07-14 13F Signature Securities Group Corporation 3 165 −25,48 439 −12,22
2025-08-12 13F Jpmorgan Chase & Co 669 575 −17,54 92 857 −2,67
2025-08-13 13F TradeLink Capital LLC 32 400 4
2025-07-22 13F Red Tortoise LLC 5 310 0,00 736 18,14
2025-08-26 NP IRGJX - Voya RussellTM Mid Cap Growth Index Portfolio Class I 28 601 −60,55 3 966 −53,44
2025-07-28 13F WealthPLAN Partners, LLC 5 383 8,95 747 28,62
2025-08-08 13F Condor Capital Management 59 215 0,22 8 212 18,31
2025-08-14 13F Strive Asset Management, LLC 3 503 −76,54 486 −72,35
2025-08-13 13F Hsbc Holdings Plc 176 897 −1,80 24 532 15,91
2025-08-13 13F Mount Yale Investment Advisors, LLC 2 400 0,00 333 18,15
2025-07-10 13F Focus Financial Network, Inc. 26 866 120,63 3 726 160,49
2025-07-17 13F Tritonpoint Wealth, Llc 1 899 −0,37 263 17,94
2025-07-29 13F Aire Advisors, Llc 4 831 0,04 670 17,99
2025-08-13 13F Continuum Advisory, LLC 3 037 0,07 421 18,26
2025-04-14 13F Lloyd Advisory Services, LLC. 0 −100,00 0
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 9 134 813,40 1 073 751,59
2025-07-23 13F Indiana Trust & Investment Management CO 383 0,00 53 20,45
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 11 788 104,90 2
2025-07-28 13F RFG Advisory, LLC 4 589 −27,08 636 −13,94
2025-07-15 13F RTD Financial Advisors, Inc. 215 586 −19,94 29 897 −5,50
2025-07-22 13F One Wealth Management Investment & Advisory Services, LLC 1 692 235
2025-08-12 13F CIBC Private Wealth Group, LLC 651 452 −7,33 90 343 23,17
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 1 555 127,67 216 168,75
2025-08-27 13F/A Brinker Capital Investments, LLC 262 309 0,47 36 377 18,59
2025-08-05 13F Towercrest Capital Management 2 360 0,00 327 18,05
2025-05-15 13F Angeles Investment Advisors, LLC 0 −100,00 0
2025-07-16 13F/A CX Institutional 311 0,00 0
2025-07-29 13F Rodgers & Associates, LTD 421 189 0,18 58 410 18,25
2025-08-07 13F CENTRAL TRUST Co 6 646 −0,06 922 17,93
2025-07-15 13F James J. Burns & Company, LLC 10 270 −0,27 1 424 17,78
2025-07-25 13F Concord Wealth Partners 329 0,00 46 18,42
2025-08-12 13F Journey Strategic Wealth Llc 3 088 −12,42 428 3,38
2025-07-10 13F Piscataqua Savings Bank 30 0,00 4 33,33
2025-08-04 13F Linscomb & Williams, Inc. 7 037 0,00 976 18,04
2025-07-29 13F Crux Wealth Advisors 1 681 233
2025-07-22 13F Financial Insights, Inc. 4 163 −6,81 577 10,11
2025-08-14 13F Voya Investment Management Llc 76 267 10,78 10 577 30,76
2025-08-15 13F Equitable Holdings, Inc. 509 448 0,32 70 650 18,41
2025-08-04 13F Amplius Wealth Advisors, LLC 2 710 0,00 376 17,92
2025-08-13 13F Milestone Investment Advisors LLC 1 321 −6,64 183 10,24
2025-07-21 13F Consolidated Investment Group LLC 11 700 0,00 1 623 18,05
2025-07-22 13F Yardley Wealth Management LLC 2 200 0,00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 32 231 −2,62 4 470 14,94
2025-07-23 13F Equitable Trust Co 20 764 40,94 2 880 66,42
2025-07-16 13F Congress Asset Management Co /ma 151 473 −68,41 21 006 −62,72
2025-07-24 13F JNBA Financial Advisors 267 0,00 37 19,35
2025-08-06 13F Decker Retirement Planning Inc. 1 490 −9,42 207 6,74
2025-08-12 13F Jefferies Financial Group Inc. 0 −100,00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 86 439 0,17 11 987 18,25
2025-07-30 13F Pacific Sun Financial Corp 2 328 2,60 323 21,05
2025-07-08 13F Canandaigua National Bank & Trust Co 83 895 4,38 11 635 23,20
2025-08-11 13F PFG Private Wealth Management, LLC 0 −100,00 0
2025-08-13 13F Berkshire Asset Management Llc/pa 4 113 0,00 570 9,40
2025-07-21 13F Tower View Investment Management & Research LLC 18 0,00 3 0,00
2025-08-06 13F/A Flagship Private Wealth, LLC 5 278 −1,18 732 16,59
2025-08-12 13F Nuveen, LLC 53 248 −71,45 7 384 −66,30
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 672 0,00 93 19,23
2025-04-15 13F Noble Wealth Management PBC 2 404 0,00 282 −7,24
2025-07-18 13F Truist Financial Corp 679 533 −46,09 94 238 −36,36
2025-07-17 13F Fifth Third Securities, Inc. 44 422 −1,09 6 160 16,76
2025-05-27 NP XNAV - FundX Aggressive ETF 9 000 0,00 1 057 −7,28
2025-08-07 13F Bearing Point Capital, Llc 6 613 −2,51 917 15,20
2025-08-13 13F Aufman Associates Inc 3 499 485
2025-08-08 13F Wealth Alliance 2 542 −12,10 352 3,83
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 37 992 −23,99 5 267 −10,29
2025-08-07 13F Davis R M Inc 5 770 22,12 800 44,14
2025-08-12 13F Coldstream Capital Management Inc 36 826 −0,39 5 107 17,57
2025-07-30 13F Pittenger & Anderson Inc 320 0,00 44 18,92
2025-08-13 13F Legacy Capital Wealth Partners, LLC 7 169 0,39 994 18,47
2025-07-18 13F Institute for Wealth Management, LLC. 1 679 233
2025-07-24 13F Stonebridge Financial Group, LLC 112 780 23,57 15 640 45,85
2025-08-06 13F AE Wealth Management LLC 165 701 −7,77 22 979 8,87
2025-08-14 13F Citadel Advisors Llc Call 27 400 −6,16 3 800 10,76
2025-08-14 13F Citadel Advisors Llc 21 460 −73,37 2 976 −68,56
2025-07-31 13F Strata Wealth Advisors, LLC 9 033 0,00 1 253 18,00
2025-07-17 13F Saxon Interests, Inc. 5 292 0,00 622 0,00
2025-04-21 13F PSI Advisors, LLC 0 −100,00 0
2025-07-21 13F Hilltop National Bank 42 896 30,39 5 949 42,67
2025-05-23 13F SWAN Capital LLC 0 −100,00 0
2025-07-25 13F We Are One Seven, LLC 3 134 −1,48 435 16,35
2025-08-04 13F Arkadios Wealth Advisors 22 092 −2,58 3 064 14,98
2025-08-12 13F Martin Worley Group 3 249 0,00 451 18,11
2025-07-24 13F Ronald Blue Trust, Inc. 2 641 55,63 366 83,92
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 23 0,00 3 50,00
2025-09-12 13F/A Valeo Financial Advisors, LLC 14 861 1,81 2 061 20,12
2025-08-14 13F Citadel Advisors Llc Put 4 300 −33,85 596 −21,89
2025-07-22 13F Beacon Financial Advisory LLC 0 −100,00 0
2025-08-14 13F Coastal Bridge Advisors, LLC 1 458 202
2025-07-23 13F Heck Capital Advisors, LLC 82 599 −37,35 11 455 −26,06
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 3 840 −13,42 533 2,11
2025-08-13 13F Jones Financial Companies Lllp 5 231 840 7,62 719 005 25,73
2025-08-14 13F Stage Harbor Financial, Llc 2 340 0,00 325 18,25
2025-05-02 13F Napatree Capital Llc 5 174 −35,12 608 −39,90
2025-08-12 13F AlphaCore Capital LLC 1 435 16,29 199 38,19
2025-07-22 13F Highland Capital Management, Llc 12 672 0,00 1 757 18,08
2025-08-12 13F 17 Capital Partners, Llc 2 287 0,00 317 18,28
2025-08-12 13F Trivant Custom Portfolio Group, LLC 1 660 0,00 230 17,95
2025-08-13 13F StoneX Group Inc. 12 270 5,13 1 702 24,07
2025-08-05 13F Trail Ridge Investment Advisors, LLC 4 293 0,00 607 20,44
2025-07-08 13F Rise Advisors, LLC 781 0,13 108 18,68
2025-08-13 13F Capital Fund Management S.a. Put 10 800 1 498
2025-07-30 13F Patten Group, Inc. 2 263 −11,88 314 3,99
2025-07-11 13F LongView Wealth Management 3 223 11,10 447 31,18
2025-04-18 13F Wolf Group Capital Advisors 8 987 6,48 1 056 29,45
2025-07-30 13F Whittier Trust Co 10 329 0,00 1 432 18,05
2025-08-04 13F Pensionmark Financial Group, Llc 7 631 −0,43 1 058 17,56
2025-08-04 13F Integrity Alliance, Llc. 6 436 −21,35 893 −7,18
2025-07-29 13F Orin Green Financial, LLC 9 104 −0,81 1 263 25,07
2025-07-31 13F Oppenheimer & Co Inc 207 311 2,48 28 750 20,96
2025-03-27 NP BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24 183 0,00 3 257 12,86
2025-07-11 13F Grove Bank & Trust 2 246 0,00 311 18,25
2025-08-05 13F Marshall Financial Group Inc /adv 7 081 0,08 982 18,17
2025-08-05 13F Pointe Capital Management LLC 16 392 9,87 2 273 29,74
2025-07-09 13F Krilogy Financial LLC 239 811 0,63 33 257 18,77
2025-07-10 13F Perkins Coie Trust Co 797 −22,40 111 −8,33
2025-07-07 13F HMS Capital Management, LLC 31 757 −25,21 4 404 −2,24
2025-07-08 13F Granite Bay Wealth Management, LLC 1 500 0
2025-07-10 13F Affiance Financial, LLC 7 186 −0,50 997 17,45
2025-08-06 13F Washington Trust Bank 11 456 −4,74 1 589 12,46
2025-07-31 13F Washington Trust Advisors, Inc. 1 861 5,74 258 25,24
2025-05-14 13F Fisher Asset Management, LLC 0 −100,00 0
2025-08-06 13F Round Rock Advisors, LLC 6 493 0,64 900 18,73
2025-09-15 13F/A Migdal Insurance & Financial Holdings Ltd. 820 0,00 0
2025-07-28 NP NMANX - Neuberger Berman Mid Cap Growth Fund Investor Class 0 −100,00 0 −100,00
2025-08-14 13F Mercer Global Advisors Inc /adv 54 993 −10,29 7 626 5,92
2025-07-16 13F Register Financial Advisors LLC 284 0,00 39 18,18
2025-08-14 13F Summit Trail Advisors, Llc 3 097 429
2025-08-11 13F New Age Alpha Advisors, LLC 17 758 134,71 2 463 177,25
2025-07-14 13F Lewis Asset Management, LLC 2 151 298
2025-08-13 13F Millstone Evans Group, LLC 381 0,00 53 18,18
2025-08-13 13F Green Harvest Asset Management LLC 11 571 −3,67 1 605 13,68
2025-07-14 13F Farmers Trust Co 1 914 265
2025-07-28 13F Hamilton Point Investment Advisors, LLC 472 0,00 65 18,18
2025-07-29 13F Ballast, Inc. 4 060 563
2025-08-07 13F Cahill Financial Advisors Inc 0 −100,00 0
2025-07-15 13F McAdam, LLC 46 401 5,18 6 435 24,14
2025-08-12 13F Richard W. Paul & Associates, LLC 208 2,46 29 21,74
2025-08-07 13F BOK Financial Private Wealth, Inc. 1 146 −28,64 159 −15,96
2025-08-15 13F Keel Point, LLC 8 934 −9,64 1 239 6,63
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