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

iShares Trust - iShares Russell Mid-Cap ETF
US ˙ ARCA ˙ US4642874998

Grundläggande statistik
Institutionella ägare 1459 total, 1453 long only, 1 short only, 5 long/short - change of 3,98% MRQ
Genomsnittlig portföljallokering 0.3896 % - change of −6,51% MRQ
Institutionella aktier (lång) 375 669 684 (ex 13D/G) - change of 0,21MM shares 0,06% MRQ
Institutionellt värde (lång) $ 33 961 414 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) har 1459 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 375,738,784 aktier. Största aktieägare inkluderar Jones Financial Companies Lllp, Bank Of America Corp /de/, Wells Fargo & Company/mn, Us Bancorp \de\, Pnc Financial Services Group, Inc., Morgan Stanley, Bank of New York Mellon Corp, Northern Trust Corp, Baird Financial Group, Inc., and Jpmorgan Chase & Co .

iShares Trust - iShares Russell Mid-Cap ETF (ARCA:IWR) 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 17, 2025 is 96,01 / share. Previously, on September 18, 2024, the share price was 86,80 / share. This represents an increase of 10,61% over that period.

IWR / iShares Trust - iShares Russell Mid-Cap ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

Institutionell sälj/köp-kvot

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

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

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

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-29 13F BKD Wealth Advisors, LLC 20 720 −0,38 1 906 7,69
2025-08-07 13F Cvfg Llc 6 279 3,55 577 12,04
2025-07-17 13F Coastline Trust Co 362 956 2,99 33 381 11,34
2025-08-12 13F Fca Corp /tx 34 597 3,39 3 182 11,77
2025-07-24 13F Endeavor Private Wealth, Inc. 4 219 2,85 388 11,21
2025-08-11 13F TD Waterhouse Canada Inc. 18 488 11,39 1 712 21,00
2025-08-05 13F AAFCPAs Wealth Management, LLC 5 139 −4,28 473 3,51
2025-08-15 13F Morgan Stanley 10 627 845 5,63 977 443 14,20
2025-08-04 13F REDW Wealth LLC 4 000 0,00 368 7,94
2025-08-12 13F Athena Investment Management 2 299 211
2025-08-14 13F Alliancebernstein L.p. 157 542 9,68 14 489 18,58
2025-08-14 13F Diversify Advisory Services, LLC 12 674 267,68 1 191 310,69
2025-08-13 13F Beacon Pointe Advisors, LLC 219 159 −11,24 20 156 −4,03
2025-07-30 13F Birch Hill Investment Advisors LLC 10 806 −0,18 994 7,93
2025-07-25 13F Pandora Wealth, Inc. 100 9
2025-08-11 13F Dorsey & Whitney Trust CO LLC 61 471 19,30 5 653 28,98
2025-07-01 13F Park National Corp /oh/ 5 941 0,00 546 8,12
2025-07-28 13F Frazier Financial Advisors, LLC 39 0,00 4 0,00
2025-08-05 13F Bank of New York Mellon Corp 9 899 322 23,46 910 441 33,47
2025-08-13 13F North Berkeley Wealth Management, LLC 13 410 1 233
2025-08-14 13F Paragon Private Wealth Management, LLC 81 327 2,65 7 480 10,98
2025-07-09 13F Veracity Capital LLC 6 538 21,28 601 31,22
2025-07-14 13F Palacios Wealth Management, LLC 0 −100,00 0
2025-07-29 13F Members Advisory Group LLC 161 855 −21,20 14 887 −14,81
2025-08-11 13F Summit Wealth Partners, LLC 80 730 −5,82 7 425 1,82
2025-08-11 13F Performa Ltd (US), LLC 1 0,00 0
2025-08-14 13F Frisch Financial Group, Inc. 2 431 0,25 0
2025-07-30 13F Financial Perspectives, Inc 1 085 0,00 100 7,61
2025-08-06 13F Summit Investment Advisors, Inc. 16 067 0,84 1 484 9,68
2025-08-08 13F Carl P. Sherr & Co., LLC 51 746 3,03 4 759 11,40
2025-07-24 13F Lmcg Investments, Llc 5 131 0,00 472 8,03
2025-07-29 13F Lutz Financial Services LLC 4 068 0,00 374 8,09
2025-05-12 13F Traynor Capital Management, Inc. 0 −100,00 0
2025-07-17 13F Montis Financial, LLC 9 276 −19,08 853 −12,51
2025-08-14 13F German American Bancorp, Inc. 938 960 −0,32 86 356 7,77
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 25 2
2025-07-08 13F Zrc Wealth Management, Llc 1 345 0,00 124 7,89
2025-08-06 13F Valued Wealth Advisors LLC 52 5
2025-08-12 13F Change Path, LLC 12 635 17,07 1 162 26,58
2025-07-16 13F West Branch Capital LLC 160 0,00 15 7,69
2025-07-10 13F Tompkins Financial Corp 9 797 42,34 901 54,02
2025-07-17 13F Charles Schwab Trust Co 38 121 1,54 3 506 9,77
2025-07-15 13F Marquette Asset Management, LLC 26 939 −2,11 2 478 5,81
2025-08-19 13F Hohimer Wealth Management, Llc 4 450 0,00 409 8,20
2025-08-11 13F Greykasell Wealth Strategies, Inc. 44 780 −8,09 4 118 −0,63
2025-07-29 13F Hoese & Co LLP 366 0,00 34 6,45
2025-08-13 13F Providence Capital Advisors, LLC 580 53
2025-07-23 13F Objectivity Squared, LLC 3 187 0,28 293 15,81
2025-06-03 13F/A First National Bank Of Omaha 13 122 −19,31 1 116 −11,71
2025-08-04 13F Spinnaker Trust 3 524 0,00 324 8,36
2025-08-14 13F Evercore Wealth Management, LLC 32 195 −0,01 2 961 8,11
2025-07-25 13F Pathway Financial Advisors LLC 33 355 12,42 3 068 21,56
2025-08-15 13F CI Private Wealth, LLC 422 089 −52,28 38 828 −48,39
2025-07-22 13F Ellenbecker Investment Group 22 851 −3,72 2 102 4,06
2025-08-07 13F Midland Wealth Advisors Llc 9 838 12,83 905 22,00
2025-08-11 13F Pin Oak Investment Advisors Inc 247 0,00 0
2025-08-05 13F Integrity Financial Corp /WA 1 805 0,00 166 8,50
2025-08-13 13F Colonial Trust Advisors 4 731 0,00 435 8,21
2025-08-12 13F Heritage Trust Co 11 541 0,52 1 061 8,71
2025-08-14 13F McIlrath & Eck, LLC 182 0,00 17 6,67
2025-07-15 13F Alpha Omega Wealth Management LLC 2 498 0,00 230 8,02
2025-07-09 13F Harbor Capital Advisors, Inc. 4 −85,71 0
2025-08-05 13F Hunter Associates Investment Management Llc 7 142 0,03 1
2025-08-11 13F Perennial Investment Advisors, LLC 15 273 −7,05 1 405 0,50
2025-08-14 13F Goodwin Investment Advisory 0 −100,00 0
2025-05-02 13F Capital A Wealth Management, LLC 16 −36,00 1 −50,00
2025-07-21 13F Stock Yards Bank & Trust Co 501 728 2,70 46 144 11,03
2025-08-08 13F Stephenson & Company, Inc. 2 750 −3,51 253 4,13
2025-07-30 13F Smith Thornton Advisors LLC 48 062 2,16 4 420 10,44
2025-07-22 13F Valley National Advisers Inc 3 888 0,00 0
2025-07-18 13F Ewa, Llc 3 764 346
2025-07-23 13F Canopy Partners, LLC 58 600 −5,11 5 389 2,59
2025-07-25 13F Apollon Wealth Management, LLC 25 087 0,03 2 307 8,16
2025-08-14 13F Wetherby Asset Management Inc 12 208 0,24 1 123 4,28
2025-08-06 13F Moors & Cabot, Inc. 8 177 −4,70 752 3,16
2025-07-18 13F First Pacific Financial 300 0,00 28 8,00
2025-07-25 13F Fifth Third Wealth Advisors LLC 208 791 −2,65 19 202 5,25
2025-07-09 13F Blodgett Wealth Advisors, Llc 5 468 0,00 503 7,96
2025-07-23 13F Detalus Advisors, LLC 3 256 0,03 299 8,33
2025-08-06 13F Legacy Bridge, LLC 18 694 1,38 1 719 9,63
2025-07-11 13F Adirondack Trust Co 2 505 −31,54 230 −26,05
2025-08-07 13F Vise Technologies, Inc. 2 711 249
2025-07-28 13F IFC Advisors LLC 72 475 −1,56 6 666 6,42
2025-08-06 13F Commonwealth Equity Services, Llc 963 696 −12,75 89 −5,38
2025-07-09 13F Westshore Wealth, LLC 69 381 0,89 6 381 9,06
2025-04-23 13F Sabal Trust CO 54 197 −2,19 4 611 −5,88
2025-07-09 13F Baron Financial Group, LLC 61 455 5,72 5 652 14,30
2025-08-08 13F Pnc Financial Services Group, Inc. 12 897 853 −1,97 1 186 216 5,98
2025-08-12 13F New Republic Capital, LLC 1 471 1,38 135 9,76
2025-07-11 13F Essex Savings Bank 8 247 −3,69 758 4,12
2025-07-17 13F City Holding Co 74 283 0,15 6 832 8,27
2025-08-08 13F Sawgrass Asset Management Llc 94 494 0,05 8 691 8,17
2025-07-09 13F Central Bank & Trust Co 7 753 −4,05 713 3,78
2025-08-06 13F Bensler, LLC 7 793 0,01 717 8,16
2025-04-04 13F Baring Financial LLC 0 −100,00 0
2025-07-08 13F Nbc Securities, Inc. 39 849 −1,84 4 0,00
2025-08-05 13F Core Alternative Capital 190 0,00 17 6,25
2025-08-14 13F Vident Advisory, LLC 2 465 0,00 227 8,13
2025-07-23 13F Monte Financial Group, LLC 2 422 223
2025-07-31 13F Moser Wealth Advisors, LLC 80 704 −4,94 7 422 2,77
2025-09-12 13F/A Valeo Financial Advisors, LLC 84 387 223,57 7 761 249,91
2025-08-04 13F Mesirow Financial Investment Management, Inc. 547 366 −51,11 50 341 −47,15
2025-07-17 13F SeaBridge Investment Advisors LLC 14 001 0,00 1 288 8,06
2025-04-22 13F Mendota Financial Group, LLC 0 −100,00 0
2025-08-14 13F Headlands Technologies LLC 392 −24,76 36 −18,18
2025-08-12 13F XTX Topco Ltd 2 903 267
2025-08-06 13F Prospera Financial Services Inc 50 053 36,58 4 605 47,66
2025-08-04 13F HBK Sorce Advisory LLC 17 360 −0,37 1 597 7,69
2025-07-21 13F Creative Capital Management Investments LLC 2 368 0,00 218 7,96
2025-08-14 13F Warren Averett Asset Management, LLC 172 630 2,51 15 877 10,82
2025-07-01 13F Legacy Wealth Management, LLC / MS 4 281 −60,53 394 −57,38
2025-08-14 13F Integrated Wealth Concepts LLC 42 242 −0,33 3 885 7,74
2025-07-08 13F Apella Capital, LLC 2 339 218
2025-07-17 13F Independence Bank of Kentucky 86 298 −2,20 7 937 5,73
2025-08-01 13F Pettee Investors, Inc. 2 184 201
2025-08-04 13F Creekmur Asset Management LLC 9 0,00 1
2025-08-12 13F Associated Banc-corp 3 996 −10,86 368 −3,67
2025-08-26 13F Nautilus Advisors LLC 2 789 0,04 257 8,02
2025-08-11 13F Guidance Point Advisors, LLC 3 889 0,05 358 8,18
2025-08-13 13F Plan Group Financial, LLC 107 824 −14,88 9 917 −7,97
2025-07-07 13F TruWealth Advisors, LLC 2 664 0,00 245 8,41
2025-07-30 13F Strategic Blueprint, LLC 2 917 15,85 268 25,23
2025-07-14 13F Enzi Wealth 2 795 0,00 260 11,59
2025-07-25 13F Bricktown Capital, LLC 152 264 0,00 14 004 8,11
2025-07-07 13F Enterprise Bank & Trust Co 3 122 0,00 287 8,30
2025-08-04 13F Arkadios Wealth Advisors 12 580 242,87 1 157 270,51
2025-08-11 13F Citigroup Inc 74 934 −36,70 6 892 −31,57
2025-07-22 13F Appleton Partners Inc/ma 22 782 −1,13 2 100,00
2025-07-23 13F Motiv8 Investments LLC 30 188 −2,79 2 776 5,11
2025-07-28 13F Eq Wealth Advisors, Llc 604 0,00 56 7,84
2025-07-29 13F Private Trust Co Na 30 354 −1,37 2 792 6,61
2025-07-31 13F Ballast Advisors Llc 1 873 −1,16 172 6,83
2025-07-16 13F Encompass Wealth Advisors, Llc 5 309 0,25 488 8,44
2025-07-30 13F Phillips Financial Management, Llc 37 514 2,74 3 450 11,08
2025-07-11 13F First PREMIER Bank 6 877 −0,74 1
2025-07-28 13F Copia Wealth Management 584 0,69 54 8,16
2025-08-14 13F Clark Capital Management Group, Inc. 10 791 −4,48 992 3,23
2025-07-17 13F Sound Income Strategies, LLC 140 −23,50 13 −20,00
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 4 480 5,51 412 13,85
2025-08-12 13F Manchester Capital Management LLC 22 058 0,00 2 029 8,10
2025-07-31 13F Vaughan David Investments Inc/il 3 194 0,00 0
2025-08-13 13F Capital Group Private Client Services, Inc. 65 113 −0,34 5 988 7,74
2025-07-15 13F Armis Advisers, LLC 10 081 198,52 939 227,18
2025-08-12 13F LPL Financial LLC 3 049 642 1,91 280 476 10,17
2025-04-17 13F Fortitude Advisory Group L.L.C. 0 −100,00 0 −100,00
2025-08-13 13F Baird Financial Group, Inc. 8 215 063 −0,04 755 539 8,06
2025-08-05 13F Marion Wealth Management 2 188 201
2025-07-29 13F May Barnhard Investments LLC 28 043 0,00 2 579 8,13
2025-07-21 13F Sage Financial Management Group, Inc. 3 293 −7,84 0
2025-07-15 13F Cranbrook Wealth Management, LLC 7 020 0,00 646 8,04
2025-08-11 13F Hopwood Financial Services, Inc. 945 0,00 87 7,50
2025-07-18 13F United Bank 3 537 0,00 325 8,33
2025-07-18 13F SMI Advisory Services, LLC 5 891 −3,93 546 16,67
2025-08-01 13F Facet Wealth, Inc. 4 996 74,75 468 91,02
2025-08-13 13F PACK Private Wealth, LLC 3 822 0,00 352 8,00
2025-07-22 13F Coastal Investment Advisors, Inc. 504 0,20 46 9,52
2025-08-04 13F Savvy Advisors, Inc. 2 702 −11,09 248 −3,88
2025-08-14 13F Novus Advisors, Llc 2 401 −41,11 221 −36,42
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 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 211 196 −18,01 17 772 −25,06
2025-08-01 13F SYM FINANCIAL Corp 5 0,00 0
2025-08-13 13F Cresset Asset Management, LLC 217 865 36,19 20 037 47,24
2025-07-10 13F Selective Wealth Management, Inc. 9 158 0,00 857 17,42
2025-07-29 13F Vectors Research Management, LLC 2 507 0,00 231 7,98
2025-07-07 13F Wesbanco Bank Inc 63 168 5,18 5 810 13,72
2025-07-17 13F Luminvest Wealth Management LLC 15 056 0,00 1 385 8,13
2025-08-11 13F Lake Street Financial Llc 4 781 −11,48 440 −4,36
2025-05-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-07-03 13F Trust Co of the South 5 880 0,00 541 8,00
2025-08-13 13F EverSource Wealth Advisors, LLC 1 761 −30,12 162 −24,77
2025-07-08 13F Atlas Brown,Inc. 15 489 −1,41 1 425 6,59
2025-08-13 13F GeoWealth Management, LLC 10 024 7,97 922 16,73
2025-08-13 13F New South Capital Management Inc 33 730 253,93 3 102 282,96
2025-08-08 13F/A Sterling Capital Management LLC 14 419 8,97 1 326 17,87
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 115 764 0,31 10 647 8,44
2025-07-23 13F Nbt Bank N A /ny 10 470 −0,10 963 7,97
2025-08-14 13F 10Elms LLP 20 0,00 2 0,00
2025-07-10 13F Atticus Wealth Management, Llc 415 123,12 38 153,33
2025-08-13 13F Cary Street Partners Financial Llc 18 870 24,05 1 735 34,08
2025-07-11 13F Spence Asset Management 1 943 0,00 0
2025-07-17 13F New Covenant Trust Company, N.A. 0 −100,00 0
2025-08-11 13F Western Wealth Management, LLC 8 425 8,30 775 17,10
2025-07-22 13F/A Duncan Williams Asset Management, LLC 4 182 −0,12 385 7,87
2025-07-29 13F Chicago Partners Investment Group LLC 61 845 11,28 5 885 23,74
2025-08-14 13F Knightsbridge Asset Management, Llc 61 555 −1,15 5 661 6,87
2025-08-12 13F Tradition Wealth Management, LLC 2 324 214
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 3 453 0,00 318 8,19
2025-08-11 13F Baldwin Investment Management, LLC 8 363 0,00 769 8,16
2025-08-13 13F Colonial Trust Co / SC 4 825 0,00 444 8,05
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 75 142 −0,32 6 911 7,77
2025-08-13 13F Scotia Capital Inc. 2 843 0,00 261 8,30
2025-08-05 13F Mathes Company, Inc. 6 301 0,00 1
2025-08-11 13F Plum Street Advisors, LLC 16 952 0,00 1 559 8,11
2025-08-13 13F Knuff & Co LLC 13 437 −19,21 1 236 −12,66
2025-07-14 13F Armstrong Advisory Group, Inc 159 0,00 15 0,00
2025-08-01 13F MorganRosel Wealth Management, LLC 1 407 0,00 129 8,40
2025-05-15 13F Willis Johnson & Associates, Inc. 0 −100,00 0
2025-08-05 13F Welch & Forbes Llc 22 727 0,49 2 090 8,63
2025-07-11 13F Bell Bank 4 331 0,00 398 8,15
2025-07-18 13F TPG Advisors LLC 3 020 0,00 278 8,20
2025-08-14 13F Great Valley Advisor Group, Inc. 15 045 −0,65 1 384 7,46
2025-08-05 13F Prosperity Consulting Group, LLC 12 154 158,38 1 118 179,25
2025-08-12 13F Clal Insurance Enterprises Holdings Ltd 4 804 0,00 0
2025-08-14 13F Moneta Group Investment Advisors Llc 126 873 2,19 11 668 10,48
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 654 268 3,02 60 173 11,38
2025-07-17 13F Park Place Capital Corp 1 941 −23,73 180 −17,13
2025-08-14 13F Old Mission Capital Llc 2 824 260
2025-07-21 13F Segment Wealth Management, LLC 6 449 0,00 593 8,21
2025-07-11 13F Lantz Financial LLC 2 752 8,77 253 17,67
2025-08-13 13F First National Advisers, LLC 3 900 0,00 359 8,16
2025-07-16 13F Plancorp, LLC 4 831 −0,08 444 8,03
2025-08-12 13F SlateStone Wealth, LLC 15 142 −0,66 1 0,00
2025-08-14 13F Atomi Financial Group, Inc. 14 521 −3,37 1 336 4,46
2025-08-13 13F Russell Investments Group, Ltd. 19 483 58,93 1 792 71,88
2025-08-14 13F/A Skopos Labs, Inc. 6 960 340,51 433 222,39
2025-07-30 13F Crewe Advisors LLC 3 549 8,73 326 17,69
2025-08-12 13F Main Management LLC 144 0,00 0
2025-08-06 13F Financial Alternatives, Inc 3 814 0,00 351 8,02
2025-08-08 13F Good Life Advisors, LLC 5 507 35,01 506 46,24
2025-07-22 13F Evensky & Katz LLC 25 616 −0,05 2 0,00
2025-07-23 13F Godsey & Gibb Associates 300 0,00 28 8,00
2025-08-05 13F Bank Of Montreal /can/ 1 353 515 1,86 124 483 10,12
2025-04-10 13F Contravisory Investment Management, Inc. 0 −100,00 0
2025-07-24 13F Insight Inv LLC 0 −100,00 0
2025-07-09 13F Bruce G. Allen Investments, LLC 3 496 0,29 322 8,45
2025-07-16 13F American National Bank 9 217 6,96 848 15,55
2025-07-21 13F Sterling Investment Counsel, LLC 6 093 560
2025-04-23 13F Field & Main Bank 0 −100,00 0
2025-07-11 13F Hilltop Wealth Advisors, Llc 25 913 17,21 2 383 26,76
2025-07-23 13F Bellevue Asset Management, Llc 2 466 3,44 227 11,88
2025-08-12 13F Wealth Dimensions Group, Ltd. 9 177 −0,78 844 7,38
2025-07-03 13F Sage Capital Advisors,llc 17 999 0,42 1 655 8,60
2025-07-24 13F Accredited Investor Services, Llc 2 520 0,00 232 7,94
2025-08-08 13F Union Savings Bank 3 329 0,00 312 9,89
2025-07-11 13F Compass Ion Advisors, LLC 2 316 213
2025-08-12 13F Gladstone Institutional Advisory LLC 34 259 3,97 3 151 12,38
2025-08-06 13F Cetera Trust Company, N.A 1 425 90,00 131 107,94
2025-08-06 13F Ironwood Wealth Management, LLC. 3 998 −18,90 368 −12,41
2025-07-22 13F Confluence Wealth Services, Inc. 2 280 210
2025-08-15 13F Asset Allocation Strategies LLC 23 949 −27,97 2 203 −22,14
2025-08-08 13F Financial Gravity Companies, Inc. 513 0,20 47 4,44
2025-08-14 13F Certified Advisory Corp 7 470 0,66 687 8,72
2025-08-29 13F Evolution Wealth Management Inc. 245 23
2025-08-06 13F Paladin Advisory Group, LLC 337 0,00 31 7,14
2025-08-05 13F MidAtlantic Capital Management, Inc. 9 042 −1,29 832 6,68
2025-08-13 13F Okabena Investment Services Inc 12 112 0,00 1 114 8,06
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 131 0,00 12 9,09
2025-07-31 13F Glass Jacobson Investment Advisors llc 720 205,08 66 230,00
2025-07-09 13F Massmutual Trust Co Fsb/adv 18 541 105,39 1 705 122,29
2025-07-28 13F Harbour Investments, Inc. 6 587 −0,71 606 7,27
2025-07-08 13F/A Salem Investment Counselors Inc 76 027 −0,36 6 992 7,72
2025-08-04 13F Bristlecone Advisors, LLC 163 022 −7,76 14 993 −0,27
2025-07-16 13F Meridian Investment Counsel Inc. 3 275 0,00 301 8,27
2025-07-09 13F Triumph Capital Management 61 508 2,79 5 657 11,12
2025-08-08 13F Beck Bode, LLC 8 210 −8,12 755 −0,66
2025-07-28 13F Courier Capital Llc 35 651 1,30 3 279 9,52
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-04-10 13F IFS Advisors, LLC 0 −100,00 0
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0
2025-04-10 13F Bremer Bank National Association 26 848 18,07 2 284 13,58
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1 209 0,00 111 13,27
2025-04-23 13F Saxony Capital Management, LLC 0 −100,00 0
2025-08-04 13F Bordeaux Wealth Advisors LLC 5 118 0,00 471 8,05
2025-07-08 13F Webster Bank, N. A. 15 227 3,25 1 400 11,64
2025-08-14 13F Stifel Financial Corp 251 059 −9,27 23 089 −1,91
2025-07-14 13F Abound Wealth Management 49 25,64 5 33,33
2025-07-25 13F Cwm, Llc 166 871 8,02 15 15,38
2025-07-28 13F Twin Tree Management, LP Put 0 −100,00 0 −100,00
2025-07-23 13F Colony Family Offices, LLC 638 0,00 59 7,41
2025-08-18 13F Hollencrest Capital Management 6 120 0,00 563 8,08
2025-07-16 13F Dakota Wealth Management 439 991 −2,63 40 466 5,27
2025-08-13 13F M Holdings Securities, Inc. 0 −100,00 0
2025-08-12 13F Bedel Financial Consulting, Inc. 35 209 1,66 3 238 10,06
2025-08-08 13F Atlantic Trust, LLC 996 398,00 92 435,29
2025-08-12 13F Armor Investment Advisors, LLC 9 484 −0,26 872 7,92
2025-07-24 13F Conning Inc. 79 001 0,00 7 266 8,11
2025-07-23 13F Valmark Advisers, Inc. 26 878 2,18 2 472 10,46
2025-08-14 13F Camden Capital, LLC 16 026 14,69 1 474 23,99
2025-07-07 13F First Community Trust Na 74 7
2025-07-17 13F HB Wealth Management, LLC 36 175 −17,21 3 327 −10,49
2025-07-11 13F Weatherly Asset Management L. P. 22 176 0,00 2 040 8,11
2025-04-21 13F ORG Partners LLC 0 −100,00 0
2025-07-25 13F Welch Group, LLC 2 304 212
2025-08-13 13F GM Advisory Group, Inc. 14 428 3,01 1 327 11,34
2025-07-15 13F Axis Wealth Partners, LLC 28 702 3,64 2 640 12,06
2025-07-24 13F Jfs Wealth Advisors, Llc 26 525 28,20 2 439 38,58
2025-08-11 13F Aptus Capital Advisors, LLC 71 797 0,75 6 603 8,92
2025-07-22 13F Boston Common Asset Management, LLC 2 902 0,00 267 8,13
2025-08-19 13F/A Pitcairn Co 2 312 213
2025-08-13 13F SCS Capital Management LLC 40 469 −0,26 3 722 7,82
2025-07-11 13F My Legacy Advisors, LLC 11 066 1 040
2025-07-30 13F TFB Advisors LLC 35 208 1,25 3 238 9,47
2025-08-05 13F Tsfg, Llc 13 298 0,00 1 0,00
2025-08-07 13F Gryphon Financial Partners LLC 45 230 5,81 4 160 14,38
2025-07-07 13F Bangor Savings Bank 6 270 −0,73 577 7,26
2025-08-07 13F New England Private Wealth Advisors LLC 58 581 3,05 5 525 14,23
2025-07-15 13F SJS Investment Consulting Inc. 295 0,00 27 8,00
2025-08-13 13F Haverford Trust Co 90 605 −5,33 8 333 2,35
2025-08-15 13F Howland Capital Management Llc 3 516 0,00 323 8,03
2025-08-14 13F Hilltop Holdings Inc. 3 597 −89,15 331 −88,30
2025-07-17 13F CWA Asset Management Group, LLC 7 279 144,75 669 165,48
2025-08-15 13F Morse Asset Management, Inc 921 1,10 85 9,09
2025-08-05 13F Summit Investment Advisory Services, LLC 15 900 106,76 1 462 123,55
2025-08-15 13F Captrust Financial Advisors 376 931 0,58 34 663 8,73
2025-08-14 13F Tudor Investment Corp Et Al 58 832 5 411
2025-08-12 13F SRS Capital Advisors, Inc. 316 0,00 29 11,54
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 174 305 3,78 15 978 12,47
2025-07-28 13F Evernest Financial Advisors, LLC 23 507 47,73 2 162 59,72
2025-07-21 13F West Financial Advisors, LLC 1 040 0,00 96 7,95
2025-07-29 13F Swmg, Llc 16 475 3,05 1 564 17,34
2025-05-15 13F Fft Wealth Management Llc 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 1 363 −38,63 125 −34,04
2025-08-14 13F Two Sigma Securities, Llc 16 445 1 512
2025-08-06 13F/A Three Cord True Wealth Management, LLC 3 103 0,00 285 8,37
2025-08-05 13F American Capital Advisory, LLC 675 0,00 62 8,77
2025-08-13 13F IAG Wealth Partners, LLC 126 0,00 12 10,00
2025-08-13 13F Smith, Moore & Co. 28 124 −0,81 2 587 7,21
2025-08-05 13F Freestone Capital Holdings, LLC 5 712 11,69 525 20,69
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-08-12 13F MWA Asset Management 4 539 −9,83 417 −2,57
2025-07-08 13F Corepath Wealth Partners Llc 4 479 420
2025-07-17 13F Oakworth Capital, Inc. 1 143 667 2,07 105 183 10,34
2025-08-14 13F Fwl Investment Management, Llc 1 759 −2,76 162 5,23
2025-08-14 13F Transamerica Financial Advisors, Inc. 576 −11,25 53
2025-08-06 13F RFG - Bristol Wealth Advisors, LLC 3 609 −2,91 332 4,75
2025-08-08 13F Meridian Wealth Management, LLC 20 962 0,54 1 928 8,69
2025-08-11 13F VSM Wealth Advisory, LLC 39 0,00 4 0,00
2025-08-07 13F Atala Financial Inc 14 614 −0,75 1 344 7,26
2025-07-11 13F Colorado Capital Management, Inc. 4 199 0,00 0
2025-07-22 13F Checchi Capital Advisers, LLC 4 444 −6,56 409 0,99
2025-07-10 13F Wedmont Private Capital 6 654 −0,02 622 17,58
2025-07-24 13F Cyndeo Wealth Partners, LLC 9 471 2,51 871 10,96
2025-07-22 13F Relyea Zuckerberg Hanson LLC 7 946 136,56 731 156,14
2025-07-21 13F HT Partners LLC 26 956 0,00 2 479 8,11
2025-07-31 13F SoundView Advisors Inc. 2 642 0
2025-07-29 13F Citizens Business Bank 645 119 3,02 59 332 11,38
2025-07-22 13F Cedar Mountain Advisors, LLC 509 0,00 47 6,98
2025-08-12 13F Country Trust Bank 494 871 0,72 45 513 8,89
2025-08-11 13F Avantax Planning Partners, Inc. 3 961 0,00 364 8,33
2025-07-09 13F Parkside Advisors LLC 3 259 300
2025-08-07 13F Sound View Wealth Advisors Group, LLC 59 761 −4,11 5 496 3,68
2025-08-07 13F Flagship Wealth Advisors, Llc 109 0,00 10 11,11
2025-08-08 13F Tanglewood Legacy Advisors, LLC 86 820 −2,85 7 985 5,02
2025-08-14 13F BancorpSouth Bank 4 696 −0,32 432 7,75
2025-07-17 13F XML Financial, LLC 250 513 −2,82 23 040 5,06
2025-08-06 13F Savant Capital, LLC 83 196 −0,35 7 652 7,73
2025-08-13 13F Lido Advisors, LLC 925 751 −2,19 85 141 5,74
2025-07-16 13F Kendall Capital Management 5 800 533
2025-08-13 13F Bank Of Nova Scotia 165 398 0,00 15 212 8,11
2025-08-14 13F Peapack Gladstone Financial Corp 33 322 −1,22 3 50,00
2025-07-08 13F Goldstone Financial Group, LLC 90 984 −1,16 8 527 8,89
2025-07-08 13F Davis Investment Partners, LLC 2 868 0,00 264 15,35
2025-07-28 13F Revolve Wealth Partners, LLC 3 360 0,00 309 8,42
2025-08-07 13F 1st Source Bank 16 935 −0,24 1 558 7,83
2025-07-09 13F Procyon Private Wealth Partners, LLC 17 608 −6,88 1 619 0,68
2025-07-11 13F Farther Finance Advisors, LLC 19 407 29,98 1 785 40,03
2025-08-13 13F Pinkerton Retirement Specialists, LLC 2 621 241
2025-08-13 13F Brown Advisory Inc 339 958 6,69 31 266 15,34
2025-08-05 13F Mission Wealth Management, Lp 8 228 0,29 757 8,46
2025-08-15 13F Fairfield, Bush & Co. 5 764 −0,09 530 8,16
2025-07-30 13F Sonata Capital Group Inc 184 636 −0,06 17 6,67
2025-05-15 13F Millennium Management Llc 0 −100,00 0 −100,00
2025-07-23 13F Pure Portfolios Holdings Llc 2 282 −7,87 210 −0,48
2025-05-13 13F Fuller & Thaler Asset Management, Inc. 0 −100,00 0
2025-08-14 13F Silvercrest Asset Management Group Llc 55 295 −0,27 5 085 7,82
2025-07-23 13F First Merchants Corp 72 582 −7,52 6 675 −0,01
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 12 074 0,00 1 110 8,08
2025-07-18 13F jvl associates llc 2 676 0,00 246 8,37
2025-08-05 13F Centennial Bank/AR/ 44 535 17,06 4 096 26,55
2025-07-14 13F Sowell Financial Services LLC 29 285 −3,01 2 693 4,87
2025-08-14 13F Partners Capital Investment Group, Llp 17 823 −43,74 1 639 −39,18
2025-04-17 13F Vista Wealth Management Group, LLC 5 881 0,00 500 −3,66
2025-08-14 13F CIBC World Markets Inc. 2 813 7,82 259 16,74
2025-07-29 13F Harbor Asset Planning, Inc. 9 111 838
2025-08-13 13F Renaissance Technologies Llc 22 700 170,24 2 088 192,30
2025-08-06 13F Legacy Investment Solutions, LLC 410 −3,98 38 −5,13
2025-08-08 13F Mjp Associates Inc /adv 5 995 2,32 551 10,64
2025-07-17 13F Alpine Bank Wealth Management 3 285 −14,34 302 −7,36
2025-08-04 13F Roble, Belko & Company, Inc 20 403 0,49 2 0,00
2025-04-21 13F True Link Financial Advisors, LLC 0 −100,00 0
2025-08-12 13F Cynosure Management, Llc 7 136 −23,25 656 −16,96
2025-07-30 13F Rehmann Capital Advisory Group 8 001 80,49 736 94,96
2025-07-22 13F Berkshire Money Management, Inc. 553 51
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 468 0,00 40 −4,88
2025-08-06 13F Middleton & Co Inc/ma 25 406 −6,93 2 337 0,60
2025-08-07 13F Factory Mutual Insurance Co 978 700 0,00 90 011 8,11
2025-08-06 13F Anchor Capital Advisors Llc 30 806 −12,49 2 833 −5,38
2025-08-01 13F Gwn Securities Inc. 8 667 −59,73 799 −56,39
2025-08-13 13F Consultiva Wealth Management, Corp. 206 0,00 19 5,88
2025-08-14 13F Oxford Financial Group Ltd 32 569 0,00 2 995 8,12
2025-07-11 13F Ullmann Financial Group, Inc. 137 186 39,36 12 617 50,67
2025-07-29 13F Lyell Wealth Management, Lp 13 615 −0,38 1 252 7,75
2025-07-15 13F Fifth Third Bancorp 2 088 913 −1,78 192 117 6,19
2025-08-07 13F Parkside Financial Bank & Trust 15 942 51,37 1 466 63,80
2025-06-10 13F Birchbrook, Inc. 0 −100,00 0 −100,00
2025-08-13 13F West Chester Capital Advisors, Inc 9 141 0,67 841 8,81
2025-08-11 13F Lcnb Corp 22 169 −1,48 2 039 6,48
2025-08-15 13F Tower Research Capital LLC (TRC) 17 555 1 615
2025-07-31 13F Optimum Investment Advisors 10 025 3,59 922 11,91
2025-07-28 13F Holistic Planning, LLC 6 288 62,48 578 75,68
2025-05-13 13F Ground Swell Capital, LLC 0 −100,00 0
2025-05-15 13F CAPROCK Group, Inc. 4 951 −55,30 421 −57,00
2025-08-14 13F Qube Research & Technologies Ltd 9 253 581,37 851 639,13
2025-08-05 13F Strategic Financial Concepts, LLC 3 139 −79,91 289 −78,33
2025-07-09 13F Lbmc Investment Advisors, Llc 3 658 1,39 336 9,80
2025-08-13 13F Northern Trust Corp 9 669 669 3,19 889 319 11,56
2025-07-30 13F D.a. Davidson & Co. 312 578 −0,71 28 748 7,35
2025-08-08 13F Fiera Capital Corp 44 542 0,00 4 097 8,10
2025-08-08 13F Kingsview Wealth Management, LLC 28 369 −2,75 2 609 5,16
2025-08-12 13F Proequities, Inc. 0 0
2025-07-22 13F BridgePort Financial Solutions, LLC 2 531 233
2025-07-24 13F Blue Zone Wealth Advisors, LLC 4 174 0,87 384 9,12
2025-08-07 13F McClarren Financial Advisors, Inc. 3 890 4 476,47 358
2025-07-14 13F Acropolis Investment Management, LLC 56 152 −2,51 5 164 5,41
2025-07-23 13F Sunbeam Capital Management, LLC 12 828 0,29 1 180 8,36
2025-07-22 13F Legacy Trust 21 815 2,11 2 006 10,40
2025-07-30 13F Fingerlakes Wealth Management, Inc. 2 189 201
2025-08-11 13F Madison Asset Management, LLC 7 194 −49,59 662 −45,51
2025-04-17 13F Montecito Bank & Trust 14 570 −1,79 1 239 −5,49
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 21 254 0,52 1 955 8,68
2025-07-16 13F BankPlus Wealth Management LLC 20 299 −0,32 1 867 7,79
2025-07-09 13F Sandy Cove Advisors, LLC 5 576 −10,31 513 −3,03
2025-07-28 13F Duncker Streett & Co Inc 10 211 0,00 939 8,18
2025-08-14 13F Full Sail Capital, LLC 95 988 18,72 8 828 28,35
2025-08-18 13F Front Row Advisors LLC 2 694 6,31 248 14,88
2025-08-05 13F Crestwood Advisors Group LLC 5 129 59,98 472 73,16
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 7 769 0,00 712 7,88
2025-07-22 13F Beacon Financial Advisory LLC 9 423 1,11 867 9,34
2025-07-30 13F Wedgewood Investors Inc /pa/ 3 485 −5,30 321 2,24
2025-04-02 13F Marcum Wealth, LLC 9 608 0,06 817 −3,66
2025-07-11 13F Financial Advisory Corp 2 200 202
2025-07-22 13F DBK Financial Counsel, LLC 5 105 0,00 470 8,06
2025-07-18 13F First United Bank Trust/ 29 369 −4,04 2 701 3,76
2025-08-13 13F Transce3nd, LLC 117 −25,48 11 −23,08
2025-04-30 13F Sofos Investments, Inc. 512 54,22 44 65,38
2025-07-31 13F Buckingham Strategic Partners 10 698 −7,52 984 −0,10
2025-08-07 13F Everhart Financial Group, Inc. 5 010 0,00 461 7,98
2025-08-05 13F Gilbert & Cook, Inc. 379 735 −4,25 34 924 3,52
2025-08-06 13F Rialto Wealth Management, LLC 667 0,00 61 8,93
2025-08-13 13F River Wealth Advisors LLC 402 940 3,05 37 058 11,41
2025-07-24 13F Eastern Bank 32 599 64,11 2 998 77,50
2025-08-11 13F Morling Financial Advisors, LLC 600 0,00 55 7,84
2025-08-06 13F Hoxton Planning & Management, LLC 91 969 2,06 8 458 10,35
2025-07-14 13F Gries Financial Llc 15 999 −24,67 1 471 −18,55
2025-08-15 13F Kestra Advisory Services, LLC 290 717 25,44 26 737 35,62
2025-08-04 13F UNIVEST FINANCIAL Corp 9 510 −7,80 875 −0,34
2025-08-05 13F Westside Investment Management, Inc. 200 0,00 18 5,88
2025-07-15 13F Great Oak Capital Partners, Llc 3 067 0,59 286 5,95
2025-07-02 13F Crumly & Associates Inc. 21 836 2 008
2025-07-29 13F Stratos Wealth Partners, LTD. 198 673 −2,89 18 272 4,99
2025-07-28 13F Davidson Trust Co 42 410 −1,17 3 900 6,85
2025-07-31 13F Whipplewood Advisors, LLC 0 −100,00 0
2025-07-09 13F Affinity Capital Advisors, LLC 6 688 53,46 615 77,23
2025-08-12 13F Private Management Group Inc 18 805 0,05 1 729 8,20
2025-08-05 13F BEAM Asset Management, LLC 74 947 18,56 6 893 28,18
2025-07-14 13F UMA Financial Services, Inc. 393 −7,75 36 0,00
2025-07-30 13F First Citizens Bank & Trust Co 164 390 9,98 15 119 18,90
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3 084 0,00 284 8,02
2025-07-16 13F Builder Investment Group Inc /adv 31 165 −0,03 2 866 8,07
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 8 884 0,12 817 8,36
2025-08-14 13F Ieq Capital, Llc 86 647 2,60 7 969 10,91
2025-08-07 13F Nwam Llc 12 640 −1,85 1 192 8,86
2025-08-07 13F Fidelis Capital Partners, LLC 161 228 −0,20 15 033 11,60
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 418 0,00 38 8,57
2025-07-25 13F Astoria Portfolio Advisors LLC. 0 −100,00 0
2025-08-01 13F Zhang Financial LLC 19 517 −0,53 1 795 7,49
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 2 808 8,75 258 17,81
2025-07-22 13F McNaughton Wealth Management, LLC 6 897 −0,62 634 7,46
2025-07-17 13F Beacon Capital Management, LLC 2 244 10,87 206 19,77
2025-07-29 13F Aspiriant, Llc 78 908 100,00 7 257 116,24
2025-07-23 13F Arcadia Investment Advisors Llc 1 038 0,00 95 7,95
2025-07-10 13F Kmg Fiduciary Partners, Llc 4 109 0,24 378 8,33
2025-08-12 13F Strategic Advisors LLC 18 004 −2,59 1 656 5,28
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 100 26,58 9 50,00
2025-08-13 13F Dana Investment Advisors, Inc. 8 101 2,53 745 10,86
2025-07-11 13F Rockwood Wealth Management, LLC 3 743 0,00 344 8,18
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8 913 −4,41 820 3,28
2025-08-14 13F Mml Investors Services, Llc 335 130 6,27 31 15,38
2025-08-07 13F Americana Partners, LLC 7 050 648
2025-07-29 13F Signature Estate & Investment Advisors Llc 7 927 −9,43 729 −2,02
2025-07-31 13F Conservest Capital Advisors, Inc. 56 013 −0,65 5 152 7,40
2025-08-14 13F EP Wealth Advisors, Inc. 38 756 1,45 3 564 9,70
2025-05-15 13F/A Orion Portfolio Solutions, LLC 11 183 −62,82 951 −64,22
2025-08-14 13F Fmr Llc 4 063 753 31,78 373 743 42,46
2025-08-12 13F Laurel Wealth Advisors LLC 192 586 9 097,04 2 −98,88
2025-08-14 13F Select Equity Group, L.P. 0 −100,00 0
2025-08-14 13F Betterment LLC 4 717 −2,90 0
2025-07-22 13F Jamison Private Wealth Management, Inc. 5 449 0,00 501 8,21
2025-05-05 13F Partners in Financial Planning 4 478 −10,65 301 −13,79
2025-08-06 13F Wsfs Capital Management, Llc 33 610 76,14 3 091 90,45
2025-08-13 13F Valued Retirements, Inc. 4 990 0,00 459 8,02
2025-08-14 13F First Foundation Advisors 499 719 −0,20 45 959 7,90
2025-04-25 13F EnRich Financial Partners LLC 0 −100,00 0
2025-07-16 13F TigerOak Management, L.L.C. 2 807 0,00 258 8,40
2025-08-14 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-07-09 13F Christopher J. Hasenberg, Inc 241 0,00 22 10,00
2025-07-30 13F Princeton Global Asset Management LLC 7 963 0,00 732 8,12
2025-08-12 13F Trexquant Investment LP 2 245 206
2025-07-21 13F Old Second National Bank Of Aurora 7 780 0,00 716 8,17
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-08-12 13F Integrated Advisors Network LLC 70 442 64,86 6 479 78,26
2025-08-07 13F Palisade Asset Management, LLC 5 699 −0,19 524 8,04
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-08-12 13F TCTC Holdings, LLC 2 795 0,00 257 8,44
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 23 308 5,78 2 144 14,35
2025-07-18 13F Heritage Financial Services, LLC 3 129 3,78 288 12,11
2025-08-13 13F My Purposeful Wealth Corp. 5 525 8,21 515 18,66
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-07-15 13F IMS Capital Management 3 700 0,00 340 8,28
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-18 13F Brueske Advisory Services, LLC 5 655 0,00 520 8,11
2025-08-11 13F HighTower Advisors, LLC 521 577 3,52 47 969 11,91
2025-07-24 13F Baldwin Brothers Inc/ma 2 396 −2,32 220 5,77
2025-07-29 13F Werba Rubin Papier Wealth Management 5 408 497
2025-07-09 13F Alesco Advisors Llc 6 200 0,00 570 8,16
2025-08-19 13F Anchor Investment Management, LLC 1 168 0,00 107 8,08
2025-08-04 13F Mill Capital Management, LLC 8 724 0,00 802 8,09
2025-08-14 13F Bnp Paribas Arbitrage, Sa 764 638 186,34 70 324 209,57
2025-07-08 13F Moulton Wealth Management, Inc 13 617 1 276
2025-07-30 13F Retirement Planning Group 8 369 −0,46 770 7,55
2025-08-13 13F Tobias Financial Advisors, Inc. 2 944 0,00 271 8,00
2025-07-31 13F Brighton Jones Llc 108 225 2,13 9 953 10,42
2025-08-14 13F Financial Engines Advisors L.L.C. 37 327 −5,72 3 433 1,90
2025-07-23 13F Madden Advisory Services, Inc. 3 396 −3,58 312 4,35
2025-08-05 13F Fourth Dimension Wealth, LLC 184 −24,28 17 −20,00
2025-08-04 13F Impact Partnership Wealth, LLC 4 441 −17,64 408 −10,92
2025-08-11 13F FSA Wealth Management LLC 1 681 −1,75 155 6,21
2025-08-13 13F Rsm Us Wealth Management Llc 46 767 −39,13 4 301 −34,20
2025-08-01 13F Bessemer Group Inc 76 065 −1,76 7 0,00
2025-08-11 13F Stonebrook Private Inc. 4 712 0,00 433 8,25
2025-08-12 13F Forum Private Client Group LLC 5 832 1,50 536 9,84
2025-08-11 13F Advisor Resource Council 10 112 −23,23 930 −16,96
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 16 870 0,00 1 552 8,08
2025-08-19 13F Asset Dedication, LLC 887 0,00 82 8,00
2025-07-31 13F Sage Mountain Advisors LLC 14 756 3 561,54 1 357 3 891,18
2025-07-08 13F Silverleafe Capital Partners, LLC 2 640 0,00 243 8,04
2025-08-06 13F Thompson Siegel & Walmsley Llc 7 167 0,00 1
2025-08-14 13F Vista Private Wealth Partners. LLC 26 450 −2,99 2 433 4,87
2025-07-23 13F Lansing Street Advisors 12 942 18,74 1 190 28,37
2025-08-12 13F Financial Advocates Investment Management 3 903 −32,88 359 −27,53
2025-08-14 13F Laird Norton Trust Company, Llc 29 850 0,00 2 745 8,11
2025-07-31 13F Oak Harbor Wealth Partners, Llc 3 623 0,00 333 8,12
2025-07-07 13F Versant Capital Management, Inc 4 144 0,00 381 8,24
2025-07-23 13F Stonegate Investment Group, LLC 103 348 −8,10 9 505 −0,65
2025-07-18 13F Bartlett & Co. Wealth Management Llc 211 500 0,48 19 452 8,63
2025-07-22 13F Wealthcare Advisory Partners LLC 23 650 1,83 2 175 10,13
2025-08-14 13F Balyasny Asset Management Llc 0 −100,00 0
2025-07-16 13F Formidable Asset Management, LLC 3 160 0,00 269 0,00
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 13 903 −1,50 1 279 6,50
2025-08-08 13F Larson Financial Group LLC 8 706 23,58 801 33,56
2025-08-13 13F Allium Financial Advisors, Llc 27 203 −1,72 2 502 6,24
2025-07-08 13F Next Level Private LLC 8 630 0,28 794 8,33
2025-07-31 13F Forte Asset Management Llc 69 455 −4,27 6 388 3,48
2025-07-18 13F Naples Global Advisors, Llc 27 835 5,52 2 560 14,04
2025-08-08 13F King Wealth 4 520 0,00 0
2025-07-17 13F MBA Advisors LLC 14 948 −5,47 1 375 2,16
2025-07-25 13F LRI Investments, LLC 1 460 0,00 134 8,06
2025-06-27 NP OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class Short −69 100 8,82 −5 815 39,19
2025-08-01 13F Envestnet Asset Management Inc 4 053 740 −1,90 372 822 6,05
2025-08-08 13F Capital Investment Counsel, Inc 1 598 43,45 147 55,32
2025-08-13 13F Nicolet Bankshares Inc 5 644 0,71 519 9,03
2025-07-17 13F Summit Financial Strategies, Inc. 31 427 10,72 2 890 19,72
2025-07-23 13F Charter Trust Co 6 346 2,69 584 11,05
2025-08-08 13F Bouchey Financial Group Ltd 4 219 0,00 388 8,38
2025-08-14 13F Aprio Wealth Management, LLC 4 059 0,30 373 8,43
2025-07-31 13F Sentinel Trust Co Lba 4 165 0,00 0
2025-07-14 13F Chapin Davis, Inc. 35 418 −1,08 3 257 6,96
2025-08-12 13F PKS Advisory Services, LLC 5 549 −1,98 510 6,03
2025-08-14 13F Wellington Management Group Llp 0 −100,00 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-05-12 13F Regal Investment Advisors LLC 0 −100,00 0 −100,00
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-08-12 13F White Pine Capital Llc 19 914 0,00 1 831 8,09
2025-05-08 13F ProVise Management Group, LLC 0 −100,00 0
2025-08-14 13F Fairview Capital Investment Management, Llc 2 328 214
2025-08-11 13F Rothschild Investment Llc 1 638 0,00 151 7,91
2025-07-31 13F Leavell Investment Management, Inc. 9 862 0,00 907 8,23
2025-07-18 13F Marino, Stram & Associates Llc 2 577 −4,02 237 3,95
2025-07-16 13F Amarillo National Bank 236 098 2,80 21 714 11,14
2025-07-17 13F Guyasuta Investment Advisors Inc 3 300 0,00 304 8,21
2025-07-15 13F MCF Advisors LLC 8 485 0,02 780 8,18
2025-07-30 13F BG Investment Services, Inc. 23 636 −34,43 2 200 −28,28
2025-07-15 13F GSB Wealth Management, LLC 2 975 0,00 274 7,91
2025-08-14 13F Hrt Financial Lp 21 331 671,46 2
2025-08-14 13F Brasada Capital Management, Lp 10 511 −5,71 985 18,11
2025-07-18 13F Columbia Asset Management 10 872 0,00 1 000 8,12
2025-08-08 13F Burling Wealth Partners, Llc 4 734 −4,54 435 3,33
2025-07-22 13F Mascoma Wealth Management LLC 406 −5,36 37 2,78
2025-07-16 13F Stillwater Capital Advisors, LLC 10 238 0,16 942 8,29
2025-08-11 13F Private Advisor Group, LLC 184 333 0,54 16 953 8,70
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 477 302 1,45 44 7,50
2025-08-14 13F IHT Wealth Management, LLC 40 852 −1,99 3 757 5,53
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 61 923 −13,69 5 695 −6,69
2025-04-11 13F Congress Asset Management Co /ma 0 −100,00 0
2025-08-11 13F TAGStone Capital, Inc. 2 915 0,00 271
2025-07-22 13F Miracle Mile Advisors, LLC 1 021 889 10,15 93 983 19,09
2025-08-14 13F Obsidian Personal Planning Solutions LLC 3 015 277
2025-08-07 13F Midwest Trust Co 74 976 6 896
2025-08-14 13F Hirtle Callaghan & Co LLC 5 143 0,00 473 8,24
2025-07-10 13F Security National Bank 360 0,00 33 10,00
2025-08-07 13F Resources Investment Advisors, LLC. 62 468 5,08 5 745 13,60
2025-08-11 13F FineMark National Bank & Trust 60 505 1,22 5 565 9,42
2025-07-21 13F Triad Wealth Partners, LLC 6 702 616
2025-08-11 13F United Capital Financial Advisers, Llc 55 650 −3,18 5 118 4,68
2025-08-05 13F Hapanowicz & Associates Financial Services, Inc 15 145 −35,46 1 393 −30,21
2025-07-30 13F Bleakley Financial Group, LLC 78 688 3,72 7 237 12,13
2025-08-13 13F Congress Wealth Management LLC / DE / 35 178 5,82 3 235 14,23
2025-07-17 13F/A Capital Investment Advisors, LLC 9 667 −21,05 889 −14,60
2025-07-21 13F Ascent Group, LLC 104 787 660,59 9 637 722,97
2025-08-11 13F HHM Wealth Advisors, LLC 312 29
2025-05-07 13F Spectrum Wealth Counsel, LLC 2 836 1 855,86 241 1 908,33
2025-07-01 13F Harbor Investment Advisory, Llc 10 672 0,00 982 8,16
2025-07-28 13F Stegner Investment Associates Inc. 356 643 7,87 32 801 16,62
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 14 163 −8,38 1 303 −0,99
2025-07-21 13F Qrg Capital Management, Inc. 5 900 7,70 543 16,31
2025-08-08 13F Tortoise Investment Management, LLC 2 700 0,00 248 8,30
2025-07-17 13F Centennial Wealth Advisory LLC 14 436 3,64 1 328 12,07
2025-07-02 13F/A Bank Of Nova Scotia Call 0 −100,00 0 −100,00
2025-08-13 13F Parkworth Wealth Management, Inc. 1 898 0,32 175 8,75
2025-08-14 13F Tennessee Valley Asset Management Partners 0 −100,00 0
2025-08-05 13F Tiaa Trust, National Association 3 567 868 −14,42 328 137 −7,48
2025-07-10 13F Exchange Traded Concepts, Llc 132 12
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 311 511 −92,48 28 650 −91,87
2025-08-11 13F Cordatus Wealth Management LLC 6 427 −0,48 1
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-14 13F Mariner, LLC 1 735 279 2,06 159 593 10,34
2025-05-21 13F McAdam, LLC 0 −100,00 0
2025-08-04 13F Prairie Wealth Advisors, Inc. 3 960 0,00 364 8,33
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 1 276 0,00 117 8,33
2025-08-12 13F Viawealth, Llc 9 017 0,00 829 8,08
2025-07-15 13F Td Private Client Wealth Llc 48 481 3,74 4 459 12,15
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-08-14 13F Advisor OS, LLC 6 736 2,06 620 10,34
2025-07-30 13F Evermay Wealth Management Llc 3 784 0,00 348 8,41
2025-05-14 13F Quartz Partners, LLC 0 −100,00 0
2025-08-04 13F Assetmark, Inc 5 190 65,44 477 79,32
2025-07-22 13F Journey Beyond Wealth, LLC 3 448 0,00 317 8,19
2025-08-11 13F One Capital Management, LLC 21 519 −33,57 1 979 −28,17
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 7 293 −15,97 671 −9,21
2025-08-07 13F Weil Company, Inc. 5 036 0,00 463 8,18
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 254 953 −12,05 23 448 −4,91
2025-08-13 13F Ofc Financial Planning, Llc 11 691 0,00 1 075 8,15
2025-07-14 13F Main Line Retirement Advisors, LLC 3 094 0,29 285 8,40
2025-07-25 13F NorthRock Partners, LLC 38 211 27,82 3 514 38,18
2025-08-12 13F FourThought Financial Partners, LLC 7 259 0,00 668 8,10
2025-07-29 13F Empirical Asset Management, LLC 14 540 0,04 1 337 8,17
2025-07-28 13F Bridges Investment Management Inc 147 810 0,74 13 594 8,92
2025-08-13 13F Level Four Advisory Services, Llc 57 355 0,04 5 275 8,14
2025-04-09 13F Fragasso Group Inc. 0 −100,00 0
2025-07-30 13F MEMBERS Trust Co 4 449 409
2025-08-07 13F Shared Vision Wealth Group LLC 2 754 −2,27 258 7,95
2025-07-23 13F Country Club Bank /gfn 50 909 −1,51 4 658 6,49
2025-08-01 13F Ashton Thomas Private Wealth, LLC 98 810 −32,02 9 088 −26,50
2025-08-12 13F Franklin Resources Inc 650 966 −5,83 59 869 1,81
2025-08-12 13F Zacks Investment Management 12 650 −41,04 1 163 −36,27
2025-08-04 13F BLB&B Advisors, LLC 8 399 0,00 772 8,12
2025-07-10 13F Orgel Wealth Management, LLC 15 799 −1,83 1 453 6,14
2025-08-05 13F GHP Investment Advisors, Inc. 3 229 8,98 297 17,46
2025-07-23 13F High Note Wealth, LLC 1 410 −9,73 130 −2,27
2025-08-14 13F Evergreen Capital Management Llc 34 381 4,56 3 162 13,05
2025-07-09 13F Baron Wealth Management LLC 8 863 −0,57 815 7,52
2025-07-14 13F Narus Financial Partners, LLC 26 887 −15,19 2 473 −8,31
2025-07-30 13F Arbor Investment Advisors, LLC 3 099 0,00 285 8,37
2025-07-09 13F Pallas Capital Advisors LLC 17 259 −1,26 1 587 6,80
2025-07-23 13F Woodside Wealth Management LLC 560 0,00 52 8,51
2025-07-09 13F Goelzer Investment Management, Inc. 25 577 0,00 2 352 8,14
2025-07-30 13F Forum Financial Management, LP 6 096 0,00 561 8,11
2025-08-13 13F Cerity Partners LLC 829 814 6,65 76 318 15,30
2025-08-26 NP VVIMX - Voya VACS Index Series MC Portfolio 74 320 23,77 6 835 33,81
2025-08-07 13F Winthrop Capital Management, LLC 3 716 0,00 0
2025-08-06 13F Spurstone Advisory Services, LLC 17 0,00 2 0,00
2025-08-14 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 5 945 −4,42 547 3,21
2025-08-12 13F Bokf, Na 167 557 −0,04 15 410 8,07
2025-08-14 13F Newport Capital Group, LLC 18 091 0,08 1 664 8,26
2025-08-07 13F Zions Bancorporation, National Association /ut/ 18 346 0,00 1 687 8,14
2025-07-10 13F Redhawk Wealth Advisors, Inc. 4 540 3,02 418 11,50
2025-07-22 13F Wells Trecaso Financial Group, LLC 25 023 12,03 2 301 21,11
2025-07-17 13F Norris Perne & French Llp/mi 2 187 201
2025-07-28 13F Nadler Financial Group, Inc. 71 573 3,65 6 583 12,05
2025-08-14 13F First Commonwealth Financial Corp /pa/ 7 058 −2,57 649 5,36
2025-08-08 13F Advisors Capital Management, LLC 10 148 −0,27 933 7,86
2025-08-11 13F Atlantic Private Wealth, LLC 466 43
2025-08-13 13F Bernardo Wealth Planning LLC 3 837 0,00 0
2025-07-09 13F Keystone Wealth Services, LLC 2 448 0,00 225 8,17
2025-07-23 13F Kingswood Wealth Advisors, Llc 3 629 2,37 334 10,63
2025-08-07 13F Samalin Investment Counsel, LLC 43 669 18,75 4 016 28,39
2025-08-12 13F Ames National Corp 59 972 −2,55 5 516 5,35
2025-07-23 13F Ironwood Financial, llc 9 638 0,00 820 0,00
2025-08-13 13F Quantbot Technologies LP 699 64
2025-08-08 13F Phoenix Wealth Advisors 4 001 0,00 368 7,94
2025-08-11 13F Principal Securities, Inc. 48 147 7,62 4 428 11,99
2025-08-07 13F Summit X, LLC 2 578 0,00 237 8,22
2025-07-15 13F Peddock Capital Advisors, Llc 3 003 −3,84 276 4,15
2025-07-22 13F Petros Family Wealth, LLC 3 096 0,00 285 7,98
2025-08-14 13F Financial Advisory Service, Inc. 31 158 2,48 2 866 10,79
2025-05-09 13F Generation Capital Management LLC 0 −100,00 0
2025-08-14 13F Glenview Trust Co 1 285 599 2,67 118 237 10,99
2025-08-14 13F Arete Wealth Advisors, LLC 2 923 −2,99 0
2025-07-17 13F DiNuzzo Private Wealth, Inc. 2 325 0,00 214 8,12
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 173 899 −16,77 15 994 −10,02
2025-08-27 13F Seneca Financial Advisors LLC 13 678 −3,70 1 258 4,06
2025-07-07 13F Dominguez Wealth Management Solutions, Inc. 13 709 −0,65 1 261 7,42
2025-08-08 13F WASHINGTON TRUST Co 928 015 −1,12 85 350 6,90
2025-04-09 13F Legacy Wealth Asset Management, LLC 0 −100,00 0 −100,00
2025-08-08 13F Smithfield Trust Co 7 116 0,00 1
2025-07-16 13F Magnus Financial Group LLC 3 946 −1,67 363 6,16
2025-04-29 13F Wheelhouse Advisory Group LLC 0 −100,00 0
2025-08-12 13F NFP Retirement, Inc. 4 248 3,16 391 11,43
2025-07-17 13F Albion Financial Group /ut 871 659 −0,51 80 167 7,56
2025-07-22 13F Macroview Investment Management Llc 5 627 6,61 517 15,40
2025-07-25 13F Bill Few Associates, Inc. 14 278 0,00 1 313 8,15
2025-05-19 13F/A Jane Street Group, Llc 0 −100,00 0 −100,00
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 24 383 3,43 2 243 11,82
2025-08-11 13F Invenio Wealth Partners Llc 7 529 55,62 692 68,37
2025-07-25 13F JustInvest LLC 8 738 −32,75 804 −27,33
2025-04-15 13F Noble Wealth Management PBC 3 076 0,00 262 −3,69
2025-08-11 13F Strategic Wealth Partners, Ltd. 3 091 37,56 284 37,20
2025-08-04 13F Live Oak Private Wealth LLC 13 084 55,82 1 203 68,49
2025-08-13 13F Daner Wealth Management, LLC 36 662 −5,31 3 445 −4,17
2025-07-17 13F Kavar Capital Partners Group, Llc 3 558 0,00 327 8,28
2025-08-14 13F Monetary Management Group Inc 13 055 0,00 1 201 8,11
2025-08-06 13F Chancellor Financial Group WB LP 3 046 0,03 280 8,11
2025-07-16 13F Spirepoint Private Client, Llc 8 511 0,00 783 8,01
2025-07-28 13F Sagespring Wealth Partners, Llc 18 779 24,34 1 727 34,50
2025-07-31 13F/A Avion Wealth 22 0,00 0
2025-07-25 13F Landmark Wealth Management, LLC 3 848 3,27 0
2025-08-14 13F KKM Financial LLC 29 599 −2,21 2 775 5,80
2025-08-11 13F Culbertson A N & Co Inc 169 916 −0,78 15 627 7,27
2025-08-01 13F/A GGM Financials LLC 131 832 6,81 12 125 15,48
2025-08-12 13F Segall Bryant & Hamill, Llc 0 −100,00 0
2025-08-14 13F Jupiter Wealth Management LLC 11 000 0,00 1 048 5,12
2025-07-10 13F Focus Financial Network, Inc. 238 479 −1,38 21 933 6,61
2025-04-22 13F SK Wealth Management, LLC 0 −100,00 0
2025-07-23 13F Indiana Trust & Investment Management CO 25 425 0,00 2 338 8,14
2025-05-14 13F Monterey Private Wealth, Inc. 2 470 0,16 210 −3,23
2025-07-31 13F Carnegie Capital Asset Management, LLC 6 704 −6,53 617 10,20
2025-07-30 13F Chokshi & Queen Wealth Advisors, Inc 29 977 −1,53 2 757 6,45
2025-07-28 13F Cornerstone Wealth Group, LLC 70 233 −3,64 6 459 4,18
2025-08-18 13F V2 Financial group LLC 3 800 0,00 349 8,05
2025-07-30 13F Covenant Partners, LLC 1 367 −9,35 126 −2,34
2025-08-04 13F Linscomb & Williams, Inc. 15 868 −9,61 1 459 −2,28
2025-08-14 13F NCM Capital Management, LLC 4 752 0,00 437 8,17
2025-07-18 13F Provident Wealth Management, LLC 460 0,00 42 7,69
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-10 13F Piscataqua Savings Bank 900 83
2025-07-23 13F Clear Creek Financial Management, LLC 2 518 0,00 232 7,94
2025-08-15 13F Equitable Holdings, Inc. 176 467 30,16 16 230 40,72
2025-08-13 13F Milestone Investment Advisors LLC 562 0,00 52 8,51
2025-08-14 13F Voya Investment Management Llc 129 049 −27,52 11 869 −21,64
2025-07-21 13F Clarity Capital Partners LLC 5 681 0,00 522 8,07
2025-07-21 13F Consolidated Investment Group LLC 323 140 0,00 29 719 8,11
2025-07-24 13F JNBA Financial Advisors 7 602 0,00 699 8,20
2025-08-04 13F Amplius Wealth Advisors, LLC 2 767 254
2025-07-24 13F McKinley Carter Wealth Services, Inc. 34 857 26,20 3 206 36,44
2025-07-28 13F Morris Financial Concepts, Inc. 1 364 0,00 125 7,76
2025-07-30 13F Pacific Sun Financial Corp 2 565 0,00 236 7,80
2025-08-13 13F Berkshire Asset Management Llc/pa 2 373 0,00 218 6,34
2025-08-11 13F Brown Brothers Harriman & Co 11 192 3,28 1 029 11,73
2025-08-06 13F Atlas Legacy Advisors, LLC 136 082 −11,67 12 514 −4,52
2025-08-04 13F Center for Financial Planning, Inc. 9 002 1,12 828 9,25
2025-08-04 13F Ledyard National Bank 4 619 −1,07 425 6,80
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 4 619 0,04 425 5,47
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 1 000 0,00 92 7,06
2025-08-06 13F/A Flagship Private Wealth, LLC 4 853 0,39 446 8,52
2025-08-11 13F Compass Capital Corp /ma/ /adv 4 162 386
2025-07-23 13F Heck Capital Advisors, LLC 114 518 58,98 10 532 71,89
2025-07-17 13F Fifth Third Securities, Inc. 74 310 3,43 6 834 11,83
2025-07-24 13F Ulland Investment Advisors, LLC 3 025 0,00 0
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-07 13F Davis R M Inc 17 781 −5,09 1 635 2,64
2025-05-13 13F Clearbridge Investments, LLC 0 −100,00 0
2025-07-30 13F Pittenger & Anderson Inc 766 0,00 70 7,69
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 6 191 0,00 569 8,17
2025-08-14 13F Summit Trail Advisors, Llc 4 747 437
2025-07-10 13F Moody National Bank Trust Division 136 702 −0,85 12 572 7,19
2025-07-30 13F Avidian Wealth Solutions, LLC 175 456 −1,33 16 137 6,67
2025-08-13 13F Serenus Wealth Advisors, LLC 0 −100,00 0
2025-07-21 13F Hilltop National Bank 87 0,00 8 14,29
2025-07-09 13F Brand Asset Management Group, Inc. 7 249 21,98 667 31,88
2025-07-25 13F We Are One Seven, LLC 4 218 −26,72 388 −20,86
2025-08-13 13F Bollard Group LLC 2 356 0,17 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 682 560 −14,22 62 891 −7,09
2025-07-31 13F Nilsine Partners, LLC 2 474 228
2025-05-02 13F Napatree Capital Llc 17 809 15,91 1 515 11,56
2025-07-10 13F ARS Wealth Advisors Group, LLC 3 257 −6,92 300 0,67
2025-07-23 13F Vontobel Holding Ltd. 9 925 0,00 913 8,06
2025-07-22 13F Highland Capital Management, Llc 34 828 −0,75 3 203 7,30
2025-08-04 13F Integrity Alliance, Llc. 2 612 −0,27 240 8,11
2025-07-25 13F Concord Wealth Partners 305 −50,00 28 −45,10
2025-07-14 13F Sellwood Investment Partners LLC 24 0,00 2 0,00
2025-08-14 13F ICW Investment Advisors LLC 7 274 −0,57 669 7,40
2025-07-30 13F Whittier Trust Co 185 101 −1,97 17 024 5,99
2025-08-12 13F Sfmg, Llc 5 637 0,00 518 8,14
2025-08-07 13F 49 Wealth Management, Llc 4 702 0,30 432 8,54
2025-08-04 13F Pensionmark Financial Group, Llc 31 183 52,34 2 868 64,68
2025-08-15 13F Keel Point, LLC 4 434 408
2025-07-14 13F AdvisorNet Financial, Inc 4 599 9,16 423 17,88
2025-07-29 13F Orin Green Financial, LLC 67 807 −1,84 6 236 14,91
2025-07-23 13F RMG Wealth Management LLC 193 18
2025-07-11 13F Grove Bank & Trust 25 600 0,00 2 354 8,13
2025-07-16 13F/A CX Institutional 184 −75,69 0
2025-07-31 13F Mycio Wealth Partners, Llc 47 015 2,77 4 324 11,10
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 3 042 0,00 280 8,14
2025-08-14 13F Premier Financial Group 2 208 207
2025-08-13 13F Crescent Grove Advisors, LLC 20 451 5,11 1 881 13,60
2025-08-12 13F Global Retirement Partners, LLC 37 688 2,80 3 466 6,98
2025-07-07 13F HMS Capital Management, LLC 4 393 0,00 404 20,60
2025-08-06 13F Washington Trust Bank 134 375 −0,01 12 358 8,11
2025-08-14 13F Fort Point Capital Partners LLC 42 910 −21,12 3 946 −14,72
2025-04-14 13F Northstar Advisory Group, LLC 0 −100,00 0
2025-07-15 13F Pine Haven Investment Counsel, Inc 11 522 0,00 1 060 8,06
2025-07-15 13F Patriot Investment Management Inc. 13 484 0,00 1 240 8,11
2025-07-28 13F Hamilton Point Investment Advisors, LLC 1 555 −7,00 143 0,70
2025-08-13 13F Green Harvest Asset Management LLC 2 958 −31,18 272 −25,48
2025-08-14 13F London Co Of Virginia 6 200,00 1
2025-07-16 13F Patton Fund Management, Inc. 165 655 2,29 15 235 10,59
2025-07-30 13F St. Johns Investment Management Company, LLC 56 275 2,91 5 176 11,24
2025-08-07 13F BOK Financial Private Wealth, Inc. 7 051 −0,09 648 8,00
2025-08-12 13F Coldstream Capital Management Inc 292 367 −3,99 26 889 3,79
2025-08-13 13F Millstone Evans Group, LLC 1 932 −17,08 178 −10,61
2025-08-01 13F First National Trust Co 131 059 9,10 12 053 17,95
2025-08-07 13F Future Fund LLC 3 286 302
2025-08-11 13F Kirtland Hills Capital Management, Llc 5 767 530
2025-08-05 13F GPS Wealth Strategies Group, LLC 835 30,67 77 40,74
2025-07-09 13F Fiduciary Alliance LLC 8 123 −10,95 747 −3,61
2025-08-14 13F Brandywine Trust Co 2 667 0,00 245 8,41
2025-08-04 13F Quaker Wealth Management, LLC 686 63
2025-07-17 13F Fiduciary Advisors, Inc. 3 791 520,46 349 582,35
2025-08-06 13F Strategic Financial Partners, Ltd. 98 161 −17,01 9 028 −10,28
2025-08-01 13F Pasadena Private Wealth, LLC 28 500 0,00 2 621 8,13
2025-08-13 13F Capital Analysts, Inc. 6 840 −1,24 1
2025-08-08 13F Principal Financial Group Inc 60 349 −14,48 5 550 −7,55
2025-07-23 13F New England Professional Planning Group Inc. 10 531 0,07 969 8,16
2025-07-21 13F Future Financial Wealth Managment LLC 343 0,00 32 6,90
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 828 507 −1,03 77 648 9,04
2025-07-08 13F RMR Wealth Builders 13 793 6,43 1 269 15,06
2025-08-11 13F Diversified Portfolios, Inc. 3 150 0,00 290 8,24
2025-04-30 13F Vestia Personal Wealth Advisors 0 −100,00 0
2025-08-06 13F Miller Investment Management, LP 226 917 −1,13 20 870 6,89
2025-07-09 13F VisionPoint Advisory Group, LLC 4 299 395
2025-07-14 13F CRA Financial Services, LLC 3 776 −8,04 347 −0,57
2025-08-08 13F Davies Financial Advisors, Inc. 6 728 619
2025-07-25 13F Alpha Financial Partners, LLC 5 700 −2,86 524 5,01
2025-07-25 13F Investment Advisory Group, LLC 8 642 0,00 795 8,03
2025-08-12 13F Jaffetilchin Investment Partners, LLC 9 606 0,46 883 8,61
2025-08-13 13F Fiduciary Group LLC 2 368 218
2025-04-28 13F Pinnacle Financial Partners Inc 68 668 20,72 5 921 17,90
2025-08-06 13F North Capital, Inc. 659 −43,14 61 −38,78
2025-05-01 13F Quest 10 Wealth Builders, Inc. 24 −4,00 2 0,00
2025-07-16 13F Beaumont Financial Advisors, LLC 8 071 −0,96 742 7,07
2025-07-17 13F Janney Montgomery Scott LLC 1 042 814 −1,44 96 5,56
2025-08-28 13F/A Tolleson Wealth Management, Inc. 70 446 −0,05 6 479 8,06
2025-07-31 13F Washington Trust Advisors, Inc. 931 −22,09 86 −15,84
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 6 120 0,00 563 8,08
2025-07-15 13F Postrock Partners Llc 6 376 −67,01 586 −64,36
2025-07-30 13F Advantage Trust Co 304 28
2025-08-18 13F Brick & Kyle, Associates 38 873 0,11 4 0,00
2025-05-06 13F WMG Financial Advisors, LLC 0 −100,00 0
2025-08-11 13F First American Trust, Fsb 5 995 0,00 551 8,25
2025-07-31 13F Topsail Wealth Management, LLC 2 076 0,00 191 7,95
2025-07-22 13F Capital City Trust Co/fl 4 214 0,00 388 8,10
2025-07-31 13F Catalyst Capital Advisors LLC 732 758 −5,42 67 392 2,25
2025-08-06 13F AE Wealth Management LLC 250 817 14,70 23 068 24,01
2025-07-16 13F Octavia Wealth Advisors, LLC 2 826 −12,70 260 −5,82
2025-08-14 13F Planwiser Financial, Llc 3 157 −2,71 300 7,94
2025-07-17 13F Archford Capital Strategies, LLC 2 700 0,00 248 8,30
2025-08-12 13F Twin Focus Capital Partners, Llc 59 916 −1,05 5 510 6,97
2025-07-22 13F JSF Financial, LLC 28 404 0,30 2 612 8,43
2025-08-08 13F Emerald Investment Partners, Llc 4 430 9,79 407 18,66
2025-08-04 13F NWK Group, Inc. 128 0,00 12 10,00
2025-08-14 13F Benjamin Edwards Inc 11 256 −18,42 1 035 −11,76
2025-08-14 13F Synovus Financial Corp 1 104 995 −0,61 101 627 7,45
2025-08-14 13F AllSquare Wealth Management LLC 480 0,00 44 10,00
2025-07-11 13F Trust Co Of Virginia /va 60 858 −2,53 5 597 5,39
2025-08-12 13F RiverFront Investment Group, LLC 8 845 −18,46 813 −11,82
2025-04-29 13F Hm Payson & Co 3 932 −9,65 334 −13,02
2025-08-12 13F Cornerstone Wealth Management, LLC 21 109 16,81 1 941 26,28
2025-05-13 13F EPG Wealth Management LLC 0 −100,00 0 −100,00
2025-07-18 13F PFG Investments, LLC 18 451 10,41 1 697 19,35
2025-07-29 13F Millburn Ridgefield Corp 732 758 −5,42 67 392 2,25
2025-07-21 13F Riverview Trust Co 3 180 0,00 292 8,15
2025-07-22 13F Old National Bancorp /in/ 135 960 17,60 12 504 27,14
2025-07-25 13F Tranquility Partners, LLC 7 122 0,86 655 9,00
2025-08-14 13F Royal Bank Of Canada 6 192 793 204,24 569 550 228,92
2025-07-29 13F Fundamentun, Llc 7 058 0,07 649 8,17
2025-07-30 13F/A Old Point Trust & Financial Services N A 92 0,00 8 14,29
2025-05-12 13F FF Advisors,LLC 0 −100,00 0
2025-08-14 13F Quantinno Capital Management LP 18 830 51,14 1 732 63,46
2025-08-12 13F JMG Financial Group, Ltd. 908 254 2,76 83 532 11,09
2025-08-13 13F Texas Capital Bancshares Inc/tx 81 795 −1,41 7 523 6,59
2025-08-14 13F Ancora Advisors, LLC 20 231 −2,93 1 861 4,97
2025-07-30 13F Principle Wealth Partners Llc 2 860 263
2025-07-21 13F Monticello Wealth Management, Llc 23 977 1,24 2 205 9,48
2025-08-11 13F Empowered Funds, LLC 6 318 581
2025-08-14 13F Smartleaf Asset Management LLC 137 45,74 13 71,43
2025-07-23 13F BankPlus Trust Department 4 437 0,00 408 8,22
2025-07-22 13F Unique Wealth, Llc 165 799 2,75 15 249 11,08
2025-07-10 13F Sovran Advisors, LLC 5 980 −0,71 557 15,08
2025-07-30 13F Clune & Associates, Ltd. 3 104 285
2025-07-18 13F Trust Co Of Vermont 2 456 0,00 226 8,17
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 6 520 −5,08 600 2,57
2025-08-05 13F Sunburst Financial Group, LLC 61 672 0,02 5 672 8,12
2025-08-14 13F Catalyst Financial Partners Llc 26 842 −21,46 2 469 −15,10
2025-07-23 13F Richardson Capital Management LLC 6 005 0,00 552 8,24
2025-08-12 13F Vickerman Investment Advisors, Inc. 5 907 0,00 543 8,17
2025-08-13 13F VestGen Advisors, LLC 140 970 −2,23 12 965 5,70
2025-07-30 13F Bogart Wealth, LLC 850 −49,70 78 −45,45
2025-07-22 13F SOL Capital Management CO 5 180 0,00 0
2025-08-04 13F AMG National Trust Bank 3 796 616 0,22 349 175 8,35
2025-07-10 13F Trust Point Inc. 96 356 −8,93 8 862 −1,56
2025-07-18 13F Alley Investment Management Company, LLC 23 951 0,00 2 203 8,10
2025-08-11 13F Resurgent Financial Advisors LLC 4 675 430
2025-07-21 13F Fortis Capital Advisors, LLC 4 655 −14,56 428 −7,56
2025-08-12 13F Personal Cfo Solutions, Llc 3 288 302
2025-07-29 13F Tradewinds Capital Management, LLC 0 −100,00 0
2025-08-08 13F Creative Planning 930 420 35,92 85 571 46,94
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 6 333 0,00 582 8,18
2025-08-11 13F Nordwand Advisors, LLC 8 535 785
2025-08-12 13F Howe & Rusling Inc 38 3
2025-07-14 13F Park Avenue Securities Llc 79 490 938,27 7
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0 −100,00
2025-08-14 13F Raymond James Financial Inc 2 709 795 1,07 249 220 9,27
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-07-16 13F St Germain D J Co Inc 216 20
2025-07-17 13F Smith Chas P & Associates Pa Cpas 56 563 15,40 5 202 24,78
2025-08-08 13F/A Ignite Planners, LLC 2 466 0,00 232 11,59
2025-07-17 13F Paradigm Financial Partners, Llc 26 129 2 403
2025-07-31 13F BIP Wealth, LLC 8 316 0,36 765 8,52
2025-08-05 13F Dunhill Financial, LLC 2 390 2,88 220 11,17
2025-07-15 13F Graypoint LLC 7 490 −17,23 689 −10,53
2025-07-09 13F First Financial Corp /in/ 4 840 0,00 445 8,27
2025-07-29 13F Kanawha Capital Management Llc 9 271 −1,28 853 6,77
2025-07-17 13F Raleigh Capital Management Inc. 215 2 587,50 20
2025-07-22 13F Romano Brothers And Company 2 375 0,00 218 7,92
2025-08-07 13F Proficio Capital Partners LLC 8 300 −71,10 763 −68,76
2025-08-14 13F Comerica Bank 544 897 −0,01 50 114 8,10
2025-07-03 13F CPA Asset Management LLC 3 779 0,00 348 8,10
2025-08-14 13F Mpwm Advisory Solutions, Llc 672 −12,27 62 −6,15
2025-07-16 13F TOWER TRUST & INVESTMENT Co 320 0,00 29 11,54
2025-08-13 13F Truvestments Capital Llc 1 140 −41,18 105 −36,59
2025-07-11 13F Diversified Trust Co 84 697 −1,98 7 790 5,97
2025-08-08 13F Pinney & Scofield, Inc. 10 600 0,00 975 8,10
2025-07-16 13F Blue Oak Capital, LLC 9 974 0,00 917 8,14
2025-07-22 13F Grimes & Company, Inc. 8 284 −22,43 762 −16,19
2025-08-14 13F Bragg Financial Advisors, Inc 7 657 −0,21 704 7,98
2025-07-29 13F Goldstein Advisors, LLC 12 511 0,00 1 151 8,08
2025-08-01 13F Bank of Jackson Hole Trust 108 0,00 10 0,00
2025-08-26 13F/A Thrivent Financial For Lutherans 65 341 −77,38 6 −76,92
2025-05-12 13F Sandy Spring Bank 39 251 0,20 3 339 −3,55
2025-08-11 13F ARS Investment Partners, LLC 2 500 0,00 230 3,62
2025-08-14 13F Hillman Capital Management, Inc. 2 433 0,16 224 8,25
2025-07-08 13F Rise Advisors, LLC 471 0,43 43 10,26
2025-07-18 13F Lockerman Financial Group, Inc. 4 710 433
2025-07-21 13F Mechanics Financial Corp 1 231 −13,98 113 −6,61
2025-07-18 13F PBMares Wealth Management LLC 4 553 0,00 419 8,01
2025-04-28 13F Aaron Wealth Advisors LLC 0 −100,00 0
2025-08-18 13F Tyler-Stone Wealth Management 2 332 215
2025-07-29 13F Private Wealth Management Group, LLC 518 0,00 48 6,82
2025-08-04 13F Flagship Harbor Advisors, Llc 5 427 −1,93 499 6,17
2025-08-08 13F Flaharty Asset Management, LLC 1 541 0,00 142 7,63
2025-08-13 13F Northwestern Mutual Wealth Management Co 1 073 681 2,01 98 746 10,29
2025-07-17 13F Moody Lynn & Lieberson, Llc 7 902 0,00 727 8,04
2025-08-08 13F Capital Investment Advisory Services, LLC 1 421 −7,12 131 0,00
2025-08-08 13F Foundations Investment Advisors, LLC 10 680 16,04 982 25,58
2025-07-18 13F RKL Wealth Management LLC 14 406 −27,59 1 325 −21,75
2025-07-17 13F Greenleaf Trust 79 962 −3,38 7 354 4,46
2025-07-22 13F Iron Horse Wealth Management, LLC 33 3
2025-08-06 13F Horan Securities, Inc. 20 446 0,06 1 880 8,17
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 12 942 −19,81 1 190 −13,27
2025-08-11 13F Bradley Foster & Sargent Inc/ct 166 295 9,37 15 294 18,24
2025-08-13 13F Sepio Capital, LP 0 −100,00 0
2025-08-13 13F Johnson Financial Group, Inc. 53 134 5,30 4 887 13,84
2025-08-14 13F TCG Advisory Services, LLC 29 501 −1,03 2 713 7,02
2025-07-07 13F Roxbury Financial LLC 831 0,12 76 2,70
2025-07-09 13F Bank of New Hampshire 500 0,00 46 7,14
2025-08-12 13F Nemes Rush Group LLC 1 325 −86,97 122 −86,01
2025-07-29 13F Regions Financial Corp 291 489 15,36 26 808 24,72
2025-08-06 13F SJA Financial Advisory, LLC 4 672 −0,95 430 6,98
2025-07-22 13F Three Bridge Wealth Advisors, LLC 128 412 −0,12 11 810 7,99
2025-04-29 13F Callan Capital, LLC 5 312 −2,91 452 −6,63
2025-08-18 13F Old North State Trust, LLC 8 225 1
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 57 927 0,95 5 328 9,14
2025-07-07 13F Investors Research Corp 18 173 0,00 1 671 8,16
2025-07-16 13F Rainier Family Wealth Inc 15 266 −16,19 1 404 −9,36
2025-07-14 13F ABLE Financial Group, LLC 27 089 −23,33 2 491 −17,10
2025-07-08 13F Canandaigua National Trust Co of Florida 5 180 −0,38 476 7,69
2025-07-09 13F Gilman Hill Asset Management, LLC 29 709 −5,41 2 732 2,28
2025-07-10 13F Compton Wealth Advisory Group, LLC 15 824 0,36 1 455 8,50
2025-08-07 13F Montag A & Associates Inc 4 810 −28,95 442 −23,13
2025-08-11 13F Aspen Investment Management Inc 2 700 0,00 0
2025-08-06 13F Eukles Asset Management 166 0,00 15 7,14
2025-08-12 13F Asset Management Group, Inc. 39 246 −2,36 3 609 5,56
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 45 591 0,05 4 193 8,18
2025-07-25 13F Richardson Financial Services Inc. 3 238 300
2025-07-22 13F USAdvisors Wealth Management, LLC 11 035 0,23 1
2025-07-30 13F BlueChip Wealth Advisors LLC 4 218 0,00 388 8,10
2025-05-06 13F Winch Advisory Services, LLC 0 −100,00 0
2025-07-28 13F Nvest Financial, LLC 20 339 −45,46 1 871 −41,05
2025-07-31 13F LJI Wealth Management, LLC 164 069 1,92 15 089 10,19
2025-08-14 13F Harwood Advisory Group, LLC 1 277 0,63 117 4,46
2025-07-28 13F IFG Advisors, LLC 15 049 −6,23 1 384 1,39
2025-07-29 13F Calamos Wealth Management LLC 13 888 4,34 1 277 12,81
2025-08-14 13F Aristotle Capital Boston, LLC 1 692 −72,93 156 −70,81
2025-07-21 13F HighMark Wealth Management LLC 2 450 −9,99 225 −2,60
2025-08-13 13F Wellspring Financial Advisors, LLC 7 885 208,01 725 234,10
2025-08-13 13F Natixis Advisors, L.p. 1 630 714 −12,93 150 −6,29
2025-08-14 13F Peak Asset Management, LLC 3 075 0,00 283 8,05
2025-05-15 13F Glenmede Trust Co Na 92 010 −0,55 7 827 −4,29
2025-07-23 13F Fulton Breakefield Broenniman Llc 8 674 0,99 798 9,18
2025-08-13 13F Elgethun Capital Management 35 515 0,00 3 266 8,11
2025-07-14 13F Occidental Asset Management, LLC 12 837 0,79 1 181 8,96
2025-07-09 13F Finley Financial, LLC 33 985 −1,45 3 126 7,68
2025-07-17 13F First County Bank /CT/ 3 058 −1,80 281 6,44
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 3 614 3,91 332 12,54
2025-08-12 13F Deutsche Bank Ag\ 4 475 −6,09 412 1,48
2025-07-25 13F Sequoia Financial Advisors, LLC 49 953 9,81 4 594 18,74
2025-07-29 13F Flagstone Financial Management 7 823 −0,60 719 7,47
2025-08-14 13F Waters Parkerson & Co., Llc 20 191 0,00 1 857 8,10
2025-07-24 13F Strong Tower Advisory Services 9 600 0,00 883 20,49
2025-08-07 13F Fund Evaluation Group, LLC 150 016 −0,83 13 797 7,21
2025-08-08 13F Glassman Wealth Services 8 397 −0,62 772 7,52
2025-07-24 13F Fulcrum Capital LLC 18 489 −13,20 1 700 −6,18
2025-08-14 13F Ameriprise Financial Inc 3 540 276 4,36 331 052 11,48
2025-07-21 13F Exchange Capital Management, Inc. 2 794 0,00 257 8,02
2025-08-15 13F Alaethes Wealth LLC 2 618 −31,43 241 −25,93
2025-07-28 13F Ritholtz Wealth Management 2 299 −17,98 211 −11,34
2025-08-05 13F Key FInancial Inc 472 −58,92 43 −55,67
2025-07-18 13F Pure Financial Advisors, Inc. 3 012 277
2025-08-12 13F Weaver Consulting Group 3 058 0,00 281 8,08
2025-08-14 13F Herold Advisors, Inc. 3 550 −29,00 326 −23,29
2025-08-13 13F M&t Bank Corp 451 557 −6,84 41 529 0,72
2025-04-18 13F Global Trust Asset Management, LLC 0 −100,00 0
2025-07-14 13F Lee-Kelleher Wealth Management 28 369 0,00 2 609 8,12
2025-07-09 13F Chesley Taft & Associates LLC 21 974 −12,95 2 021 −5,92
2025-07-30 13F LGT Financial Advisors LLC 1 767 0,28 163 8,72
2025-08-04 13F Buckhead Capital Management Llc 7 791 0,00 717 8,16
2025-07-24 13F Capital Advisors, Ltd. LLC 1 840 0,00 0
2025-07-02 13F InvesTrust 4 743 0,00 436 8,19
2025-07-21 13F Barrett & Company, Inc. 749 0,00 69 7,94
2025-08-11 13F Vanguard Group Inc 61 318 11,44 5 639 20,49
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 2 568 −1,38 236 15,69
2025-07-09 13F Breakwater Capital Group 10 004 3,63 920 12,06
2025-07-08 13F Richard P Slaughter Associates Inc 48 604 4 470
2025-08-08 13F Mv Capital Management, Inc. 98 182 −1,42 9 030 6,57
2025-08-07 13F Kestra Private Wealth Services, Llc 77 871 1,60 7 162 9,83
2025-08-15 13F Lgl Partners, Llc 8 864 0,29 826 9,85
2025-08-13 13F Alerus Financial Na 384 562 −2,04 35 368 5,90
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 17 249 1,17 1 586 9,00
2025-07-23 13F Sax Wealth Advisors, Llc 3 934 4,93 362 13,52
2025-07-23 13F Roundview Capital LLC 17 638 0,00 1 622 8,13
2025-07-30 13F Caliber Wealth Management, LLC / KS 27 592 −12,23 2 538 −5,12
2025-08-05 13F Bridgewater Advisors Inc. 4 321 0,00 409 12,67
2025-08-12 13F OneAscent Financial Services LLC 2 295 0
2025-07-21 13F Pacific Financial Group Inc 10 531 0,03 969 8,16
2025-07-22 13F DT Investment Partners, LLC 73 587 67,91 6 768 81,52
2025-08-06 13F Golden State Wealth Management, LLC 4 831 5,23 444 13,85
2025-08-08 13F First Western Trust Bank 1 153 332 −1,91 106 072 6,05
2025-08-08 13F Advisory Resource Group 6 455 −1,91 594 6,08
2025-07-15 13F Cassia Capital Partners, LLC 7 290 −0,78 670 7,20
2025-07-31 13F AlTi Global, Inc. 3 216 0,00 296 8,06
2025-08-12 13F Coston, McIsaac & Partners 500 −10,71 0
2025-07-14 13F BlueSky Wealth Advisors, LLC 7 481 0,00 688 8,18
2025-08-08 13F Grandfield & Dodd, Llc 2 713 1,42 250 9,69
2025-07-16 13F Stephenson National Bank & Trust 128 882 3,08 11 853 11,45
2025-08-08 13F MTM Investment Management, LLC 4 229 0,00 389 7,78
2025-08-14 13F Fiduciary Trust Co 21 331 −3,13 1 962 4,70
2025-07-17 13F Campion Asset Management LLC 105 360 −0,84 9 690 7,20
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 7 764 −33,07 714 −27,59
2025-07-25 13F Verdence Capital Advisors LLC 121 136 7,87 11 141 16,62
2025-07-30 13F Mason & Associates, LLC 11 336 −7,00 1 043 0,58
2025-08-11 13F Mach-1 Financial Group, Inc. 5 020 −3,31 462 4,54
2025-08-13 13F Integrity Investment Advisors, LLC 2 450 0,33 225 8,70
2025-07-15 13F Well Done, LLC 14 665 11,24 1 349 15,71
2025-07-22 13F MBL Wealth, LLC 17 994 −1,64 1 655 6,30
2025-08-01 13F Advisory Alpha, LLC 4 414 2,03 406 10,63
2025-07-23 NP IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 3 815 23,30 339 22,83
2025-07-25 13F Lodestar Private Asset Management Llc 95 864 2,59 8 817 10,91
2025-08-14 13F Icon Wealth Advisors, LLC 0 −100,00 0
2025-07-21 13F Cape Cod Five Cents Savings Bank 6 907 0,00 609 0,00
2025-08-12 13F Osborne Partners Capital Management, Llc 6 600 0,00 607 8,20
2025-08-06 13F Atlantic Union Bankshares Corp 805 274 6,64 74 061 15,29
2025-08-15 13F Provenance Wealth Advisors, LLC 1 275 0,00 117 8,33
2025-08-06 13F Legacy Wealth Managment, LLC/ID 410 0,00 38 8,82
2025-08-14 13F Lazard Asset Management Llc 19 466 0,00 2 0,00
2025-08-11 13F Wealthspire Advisors, LLC 384 394 −2,68 35 353 5,21
2025-08-18 NP PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 29 558 −16,22 2 718 −9,43
2025-07-16 13F TCI Wealth Advisors, Inc. 8 071 4,38 742 12,94
2025-08-13 13F Boston Family Office Llc 16 570 0,00 2 0,00
2025-08-07 13F Legacy Advisors, LLC 20 593 −91,05 224 −98,86
2025-08-11 13F GW&K Investment Management, LLC 5 381 4,83 0
2025-08-12 13F J.w. Cole Advisors, Inc. 35 655 19,86 3 279 29,60
2025-08-14 13F CoreCap Advisors, LLC 5 250 1,25 483 9,30
2025-07-16 13F RWM Asset Management, LLC 7 592 −0,26 698 7,88
2025-07-25 13F Ccg Wealth Management, Llc 220 910 6,22 20 317 14,84
2025-08-08 13F Hartland & Co., LLC 765 110 −1,55 70 367 6,43
2025-08-14 13F Schonfeld Strategic Advisors LLC 3 200 294
2025-07-14 13F Golden State Equity Partners 7 267 −0,16 668 7,92
2025-07-28 13F Twin Tree Management, LP 56 615 185,65 5 207 208,78
2025-07-16 13F Perigon Wealth Management, LLC 106 120 0,65 9 760 8,81
2025-07-08 13F Ballew Advisors, Inc 6 681 0,04 626 17,89
2025-07-15 13F Retirement Income Solutions, Inc 24 481 −2,76 2 252 5,14
2025-08-11 13F Heritage Wealth Advisors 22 305 0,00 2 051 8,12
2025-05-15 13F Running Point Capital Advisors, LLC 0 −100,00 0
2025-07-16 13F Northern Oak Wealth Management Inc 3 028 0,00 278 8,17
2025-07-18 13F SOA Wealth Advisors, LLC. 25 986 −8,17 2 390 −0,75
2025-08-12 13F MAI Capital Management 434 754 14,54 39 984 23,83
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 3 722 0,00 342 8,23
2025-07-29 13F Parthenon Llc 9 743 −5,62 896 2,05
2025-06-24 NP SWMCX - Schwab U.S. Mid-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34 500 23,21 2 903 12,65
2025-08-07 13F Rossmore Private Capital 79 398 −1,05 7 302 6,99
2025-04-23 13F Aspetuck Financial Management LLC 0 −100,00 0 −100,00
2025-07-31 13F City State Bank 40 4
2025-07-02 13F First Financial Bank - Trust Division 14 251 34,08 1 311 44,91
2025-07-17 13F Wolff Wiese Magana Llc 398 −4,33 37 2,86
2025-07-21 13F Ameritas Advisory Services, LLC 4 340 −64,00 399 −62,39
2025-07-31 13F Graybill Bartz & Assoc Ltd 0 −100,00 0
2025-07-22 13F Simplicity Wealth,LLC 13 785 9,96 1 268 18,86
2025-08-07 13F Efficient Advisors, LLC 0 −100,00 0
2025-08-14 13F Colony Group, LLC 467 506 2,53 42 997 10,85
2025-07-03 13F First Hawaiian Bank 16 066 0,00 1 478 8,13
2025-08-14 13F Mission Creek Capital Partners, Inc. 2 217 204
2025-07-29 13F Stratos Wealth Advisors, LLC 19 801 2,56 1 821 10,90
2025-07-11 13F Windsor Capital Management, LLC 6 170 0,00 567 8,21
2025-07-18 13F Impact Capital Partners LLC 2 205 203
2025-07-14 13F E&G Advisors, LP 5 000 0,00 460 8,00
2025-07-11 13F Pinnacle Bancorp, Inc. 5 887 −21,45 541 −15,07
2025-08-11 13F Arrow Financial Corp 4 076 0,00 375 8,09
2025-07-24 13F Callan Family Office, LLC 163 125 0,80 15 003 8,98
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 3 286 302
2025-07-24 13F KFA Private Wealth Group, LLC 5 022 −2,11 462 5,73
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 77 367 −20,82 7 115 −14,39
2025-07-28 13F Chesapeake Wealth Management 67 126 1,18 6 174 9,39
2025-07-09 13F PFW Advisors LLC 183 040 −2,95 16 834 4,93
2025-08-01 13F Integral Investment Advisors, Inc. 2 706 −28,90 249 −23,22
2025-07-15 13F Smith & Howard Wealth Management, LLC 45 906 2,17 4 222 10,44
2025-08-12 13F Pathstone Holdings, LLC 1 980 792 0,18 182 173 8,31
2025-07-25 13F Johnson Investment Counsel Inc 2 614 856 1,14 240 488 9,34
2025-07-11 13F Arthur M. Cohen & Associates, Llc 5 026 0,16 462 8,45
2025-07-16 13F Wealth Group Ltd 2 753 0,00 253 8,12
2025-08-11 13F Lowe Brockenbrough & Co Inc 17 148 −0,20 1 577 7,94
2025-07-22 13F Belpointe Asset Management LLC 18 717 −13,34 1 721 −6,31
2025-07-31 13F Burke & Herbert Bank & Trust Co 44 069 0,00 4 053 8,14
2025-08-12 13F Edmond De Rothschild Holding S.a. 1 523 0,00 140 8,53
2025-08-13 13F Luminist Capital LLC 8 0,00 1
2025-08-14 13F Connecticut Wealth Management, LLC 16 432 0,00 1 511 8,16
2025-07-08 13F Lowe Wealth Advisors, LLC 958 −34,29 88 −29,03
2025-03-18 13F Objective Capital Management, LLC 0 −100,00 0 −100,00
2025-08-13 13F Baker Avenue Asset Management, LP 4 108 1,63 378 9,91
2025-08-14 13F Hancock Whitney Corp 54 207 4 985
2025-08-04 13F Heritage Investors Management Corp 17 310 −1,56 2 0,00
2025-07-29 13F TFC Financial Management 5 605 0,00 515 8,19
2025-07-09 13F Thrive Wealth Management, LLC 2 593 0,00 238 8,18
2025-07-23 13F Litman Gregory Asset Management LLC 25 653 0,69 2 359 8,86
2025-08-11 13F Frank, Rimerman Advisors LLC 27 992 0,12 2 574 8,24
2025-08-07 13F Hughes Financial Services, LLC 668 −2,77 62 6,90
2025-08-06 13F New Millennium Group LLC 501 0,00 46 9,52
2025-08-08 13F Bailard, Inc. 131 412 −5,11 12 086 2,59
2025-07-24 13F Acima Private Wealth, Llc 3 404 0,00 313 8,30
2025-08-07 13F Tillman Hartley LLC 3 000 276
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 81 786 −3,00 7 522 4,87
2025-05-09 13F Renasant Bank 0 −100,00 0
2025-07-23 13F Cfm Wealth Partners Llc 69 726 1,33 6 413 9,55
2025-07-29 13F Angeles Wealth Management, Llc 7 299 0,00 671 8,23
2025-08-11 13F Great Lakes Advisors, Llc 17 596 −25,48 1 618 −19,42
2025-07-07 13F Global Wealth Strategies & Associates 2 −88,24 0 −100,00
2025-07-08 13F Lpwm Llc 41 863 −0,52 3 850 7,57
2025-07-24 13F Reuter James Wealth Management, Llc 5 465 0,00 503 8,19
2025-07-21 13F Crews Bank & Trust 425 54,55 39 69,57
2025-08-12 13F Steward Partners Investment Advisory, Llc 482 136 0,34 44 342 8,48
2025-08-19 13F MRP Capital Investments, LLC 2 571 0,00 236 8,26
2025-07-17 13F Willow Creek Wealth Management Inc. 3 553 −13,13 327 −6,05
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 12 523 −4,68 1 152 3,04
2025-08-04 13F Creative Financial Designs Inc /adv 398 10,56 37 20,00
2025-08-14 13F Dagco, Inc. 26 114 −1,81 2 402 6,15
2025-08-15 13F Fidelity D & D Bancorp Inc 2 476 −14,30 228 −7,35
2025-08-11 13F Teachers Insurance & Annuity Association Of America 2 062 0,00 190 8,00
2025-08-18 13F Pacific Center for Financial Services 448 0,00 41 7,89
2025-04-17 13F Avid Wealth Partners LLC 0 −100,00 0 −100,00
2025-07-25 13F Hobbs Group Advisors, LLC 2 410 0,00 222 7,80
2025-07-10 13F Arbor Wealth Advisors LLC 5 337 0,00 491 7,93
2025-07-18 13F Parsons Capital Management Inc/ri 15 142 0,00 1 393 8,07
2025-08-05 13F Arrowroot Family Office, LLC 10 189 1,15 937 5,28
2025-07-23 13F Winthrop Advisory Group LLC 10 326 −1,49 950 6,51
2025-08-12 13F BlackRock, Inc. 296 320 −20,90 27 253 −14,49
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0 −100,00
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 15 798 0,00 1 453 8,12
2025-07-23 13F Wise Wealth Partners 6 170 77,10 567 91,55
2025-08-13 13F American Money Management, LLC 2 800 0,00 258 7,98
2025-08-14 13F Glen Eagle Advisors, LLC 1 292 0,00 119 8,26
2025-08-14 13F Bank Of America Corp /de/ Call 0 −100,00 0 −100,00
2025-07-28 13F JGP Wealth Management, LLC 3 681 8,78 339 17,77
2025-08-06 13F SOUTH STATE Corp 32 427 0,89 2 982 9,07
2025-07-11 13F Thomasville National Bank 6 792 −1,34 625 6,67
2025-08-04 13F Atria Investments Llc 26 399 12,13 2 428 21,23
2025-08-15 13F Northeast Financial Consultants Inc 4 932 −20,55 454 −14,20
2025-07-25 13F Allspring Global Investments Holdings, LLC 5 906 30,40 547 41,71
2025-07-23 13F Narwhal Capital Management 10 231 0,00 941 8,05
2025-08-14 13F BCS Private Wealth Management, Inc. 5 270 0
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund 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 48 669 −26,03 4 095 −32,39
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 732 758 −5,42 67 392 2,25
2025-07-10 13F Peoples Bank/KS 0 −100,00 0
2025-07-11 13F Seacrest Wealth Management, Llc 2 848 262
2025-07-30 13F Cullen/frost Bankers, Inc. 50 690 3,59 4 662 11,99
2025-07-17 13F Venture Visionary Partners LLC 23 229 2,10 2 136 10,39
2025-07-09 13F Woodstock Corp 163 843 −1,31 15 069 6,69
2025-08-04 13F IFG Advisory, LLC 4 358 24,55 401 34,68
2025-08-04 13F Waterfront Wealth Inc. 3 826 0,03 352 8,00
2025-07-15 13F Ballentine Partners, LLC 42 102 −7,54 3 872 −0,03
2025-07-28 13F Private Wealth Asset Management, LLC 145 750 2,36 13 405 10,66
2025-07-11 13F Harbour Capital Advisors, LLC 5 260 0,00 490 14,22
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 3 396 −2,55 312 5,41
2025-07-14 13F GAMMA Investing LLC 26 011 0,29 2 392 8,43
2025-08-12 13F Argent Trust Co 131 368 34,00 12 082 44,87
2025-08-07 13F Legacy Financial Advisors, Inc. 4 716 0,00 434 7,98
2025-08-05 13F Sigma Planning Corp 30 382 13,82 2 794 23,08
2025-08-06 13F Adviser Investments LLC 83 083 −0,21 7 641 7,88
2025-08-08 13F Firestone Capital Management 2 224 205
2025-07-29 13F Sincerus Advisory, LLC 67 227 1,25 6 408 13,46
2025-07-18 13F Tanager Wealth Management LLP 3 884 0,00 357 8,18
2025-07-31 13F FSM Wealth Advisors, LLC 2 570 0,00 239 9,63
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 10 394 0,00 956 8,03
2025-07-31 13F New Hampshire Trust 5 069 0,00 466 8,12
2025-07-28 13F Ckw Financial Group 7 0
2025-08-19 13F Newbridge Financial Services Group, Inc. 145 0,00 13 8,33
2025-08-01 13F Anson Capital, Inc. 6 933 0,00 638 8,15
2025-07-17 13F Moss Adams Wealth Advisors LLC 6 786 −0,76 624 7,40
2025-08-01 13F American Financial & Tax Strategies Inc 3 653 −3,51 336 4,04
2025-08-13 13F Wealthquest Corp 8 015 −10,02 737 −2,64
2025-07-29 13F Sigma Investment Counselors Inc 273 859 3,37 25 187 11,75
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 2 924 0,00 269 8,06
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-07-22 13F Peoples Bank /oh 19 195 −14,25 1 765 −7,30
2025-08-13 13F MONECO Advisors, LLC 13 404 −4,28 1 233 3,44
2025-07-09 13F Fermata Advisors, LLC 7 817 −1,45 719 6,53
2025-08-06 13F Simmons Bank 20 161 7,68 1 854 16,46
2025-07-21 13F TFG Advisers LLC 2 824 −1,19 260 6,58
2025-07-07 13F Trust Co 4 171 −17,42 384 −10,72
2025-07-22 13F Partners Wealth Management, Llc 2 666 0,00 228 0,44
2025-07-23 NP VVJEX - Voya VACS Series MCV Fund 10 541 101,43 938 100,21
2025-08-11 13F NewEdge Wealth, LLC 84 826 4,20 7 902 14,11
2025-07-29 13F Northeast Investment Management 4 209 −3,79 387 4,03
2025-07-31 13F Warburton Capital Management, LLC 2 272 0
2025-08-08 13F Citizens Financial Group Inc/ri 71 161 22,33 6 545 32,26
2025-07-08 13F Baker Ellis Asset Management LLC 16 214 0,00 1 491 8,12
2025-08-14 13F Glenmede Investment Management, LP 87 202 8 020
2025-07-22 13F Innovative Wealth Building LLC 6 325 15,21 582 24,68
2025-08-12 13F Choate Investment Advisors 18 494 −4,64 1 701 3,09
2025-08-18 13F N.E.W. Advisory Services LLC 14 −96,09 1 −96,67
2025-08-05 13F Elyxium Wealth, LLC 42 799 50,55 3 936 62,78
2025-08-04 13F Carret Asset Management, Llc 70 780 0,66 6 510 8,83
2025-07-23 13F Bear Mountain Capital, Inc. 6 784 0,00 637 11,56
2025-08-12 13F Farmers National Bank 17 221 0,00 1 584 8,13
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 9 633 886
2025-07-31 13F Guardian Asset Advisors, LLC 5 079 0,24 468 9,37
2025-07-16 13F Southern Capital Advisors, Llc 17 238 3,84 1 585 12,25
2025-08-14 13F GWM Advisors LLC 202 346 10,86 18 610 19,85
2025-07-11 13F SILVER OAK SECURITIES, Inc 2 227 205
2025-07-25 13F Northwest Capital Management Inc 0 −100,00 0
2025-08-13 13F Quadrature Capital Ltd 3 402 313
2025-08-14 13F Aqr Capital Management Llc 5 537 509
2025-08-05 13F Israel Discount Bank of New York 5 412 −11,70 498 −4,61
2025-08-12 13F Prudential Financial Inc 4 200 −46,84 386 −42,56
2025-07-08 13F Parallel Advisors, LLC 21 467 −4,32 1 974 3,46
2025-08-12 13F/A Cozad Asset Management Inc 29 765 0,15 2 738 8,27
2025-05-05 13F PCA Investment Advisory Services Inc. 0 −100,00 0
2025-08-13 13F Vertex Planning Partners, LLC 9 511 1,05 875 9,25
2025-07-24 13F Blair William & Co/il 137 031 −3,79 12 603 4,01
2025-08-13 13F Summit Financial, LLC 4 643 39,26 427 50,88
2025-08-11 13F Poehling Capital Management, LLC 3 588 0,00 330 7,87
2025-08-13 13F Fisher Asset Management, LLC 0 −100,00 0
2025-07-25 13F Midwest Capital Advisors, LLC 0 −100,00 0
2025-07-07 13F Accelerate Investment Advisors LLC 3 003 276
2025-07-09 13F Radnor Capital Management, LLC 12 010 −0,25 1 0,00
2025-07-31 13F Wealthfront Advisers Llc 18 134 −17,82 1 668 −11,19
2025-08-13 13F Quadrant Capital Group Llc 40 676 7,81 3 741 16,55
2025-08-04 13F Keybank National Association/oh 1 643 054 −3,24 151 112 4,61
2025-05-02 13F Parcion Private Wealth LLC 0 −100,00 0 −100,00
2025-08-07 13F Allworth Financial LP 19 081 4,27 1 755 14,94
2025-04-16 13F Campbell Newman Asset Management Inc 0 −100,00 0
2025-07-21 13F First National Bank & Trust Co Of Newtown 5 344 0,00 491 8,15
2025-08-06 13F Climber Capital SA 23 192 0,00 2 017 28,55
2025-07-29 13F Shelter Mutual Insurance Co 4 050 372
2025-08-08 13F Nixon Peabody Trust Co 3 350 −1,03 308 7,32
2025-08-15 13F WealthCollab, LLC 664 −66,02 61 −63,25
2025-07-23 13F Joel Isaacson & Co., LLC 5 768 0,14 530 8,16
2025-08-07 13F FDx Advisors, Inc. 53 896 −0,81 5 0,00
2025-08-20 13F Forefront Wealth Partners, LLC 0 −100,00 0
2025-07-31 13F Waldron Private Wealth LLC 10 917 0,00 1 004 8,19
2025-08-14 13F Bank Of America Corp /de/ Put 1 700 −67,92 156 −65,33
2025-07-09 13F Dynamic Advisor Solutions LLC 5 762 −2,17 530 5,59
2025-08-14 13F Bank Of America Corp /de/ 60 814 837 −2,63 5 593 141 5,27
2025-08-14 13F Vivaldi Capital Management, LLC 14 463 −0,41 1 330 7,69
2025-07-14 13F Clear Harbor Asset Management, LLC 17 669 0,00 1 625 8,12
2025-08-07 13F Meridian Financial Partners LLC 23 482 0,00 2 100,00
2025-08-14 13F Banque Transatlantique SA 0 −100,00 0 −100,00
2025-08-14 13F First Manhattan Co 3 638 −20,71 335 −14,36
2025-08-06 13F Wedbush Securities Inc 8 460 −1,72 1
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15 119 0,43 1 390 9,11
2025-07-07 13F Horizons Wealth Management 2 463 −2,26 227 5,61
2025-07-25 13F Cypress Capital Group 11 417 −28,83 1 050 −23,02
2025-08-07 13F King Luther Capital Management Corp 276 22,12
2025-08-29 13F Centaurus Financial, Inc. 6 203 2,56 1
2025-07-18 13F Vigilare Wealth Management 18 396 1 692
2025-07-30 13F Gables Capital Management Inc. 190 0,00 17 6,25
2025-08-14 13F Jane Street Group, Llc Call 25 500 87,50 2 345 102,85
2025-07-25 13F Concurrent Investment Advisors, LLC 17 341 3,67 1 595 12,10
2025-07-25 13F Atria Wealth Solutions, Inc. 38 205 −39,80 3 514 −34,93
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 2 136 201
2025-08-13 13F Mount Yale Investment Advisors, LLC 1 082 99
2025-07-22 13F Apexium Financial, Lp 2 937 0,24 270 8,43
2025-08-14 13F BTG Pactual Asset Management US LLC 49 5
2025-08-06 13F Stokes Family Office, LLC 2 208 203
2025-08-12 13F Insigneo Advisory Services, Llc 11 364 13,10 1 045 22,37
2025-08-04 13F Hantz Financial Services, Inc. 267 915 −1,29 25 4,35
2025-07-22 13F Merit Financial Group, LLC 29 163 −24,44 2 682 −18,31
2025-07-28 13F BRYN MAWR TRUST Co 381 204 33,28 35 059 44,09
2025-07-17 13F Enclave Advisors LLC 2 430 −6,83 224 0,90
2025-04-28 13F Global Strategic Investment Solutions, LLC 0 −100,00 0
2025-08-12 13F Rhumbline Advisers 4 778 −70,90 439 −68,55
2025-08-19 13F Advisory Services Network, LLC 29 125 1,54 2 729 11,89
2025-07-07 13F St. Clair Advisors, LLC 22 284 −4,81 2 049 2,91
2025-04-25 13F Smallwood Wealth Investment Management, LLC 190 16
2025-07-10 13F Brady Family Wealth, Llc 7 403 0,00 681 8,11
2025-08-07 13F Evoke Wealth, Llc 58 531 −27,27 5 383 −21,37
2025-08-01 13F Bolthouse Investments, LLC 5 919 0,00 544 8,15
2025-08-12 13F Jefferies Financial Group Inc. 4 740 0,00 436 7,94
2025-08-14 13F Matrix Private Capital Group Llc 17 166 −3,21 1 579 4,64
2025-07-24 13F Robertson Stephens Wealth Management, LLC 128 801 5,48 11 846 14,03
2025-07-09 13F Westmount Partners, LLC 5 706 0,00 525 8,04
2025-08-14 13F Susquehanna International Group, Llp 118 327 123,98 10 883 142,15
2025-08-14 13F Susquehanna International Group, Llp Call 100 800 221,02 9 271 247,06
2025-08-14 13F Susquehanna International Group, Llp Put 3 600 331
2025-08-08 13F Marble Harbor Investment Counsel, LLC 3 095 0,00 285 7,98
2025-05-15 13F BLKBRD Asset Management, LP 0 −100,00 0
2025-07-07 13F Life Line Wealth Management Llc 31 980 −12,44 2 941 −5,34
2025-07-17 13F Eclectic Associates Inc /adv 3 811 0,00 350 8,02
2025-07-15 13F Mather Group, Llc. 35 033 0,12 3 222 8,23
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-07-09 13F Towerpoint Wealth, LLC 3 380 311
2025-07-28 13F Rosenberg Matthew Hamilton 93 257,69 9 300,00
2025-07-10 13F Sky Investment Group LLC 232 1,31
2025-08-14 13F RMB Capital Management, LLC 65 345 123,10 6 010 141,23
2025-07-29 13F Community Bank of Raymore 4 229 0,00 389 8,08
2025-05-05 13F Wealth Alliance 0 −100,00 0
2025-08-05 13F Cassaday & Co Wealth Management LLC 11 329 0,00 1 042 8,10
2025-08-25 13F/A Neuberger Berman Group LLC 10 581 −55,01 973 −51,35
2025-07-31 13F Resonant Capital Advisors, LLC 26 391 1,41 2 427 9,67
2025-07-31 13F Guardian Wealth Advisors, LLC 22 601 −17,47 2 079 −10,78
2025-04-30 13F Iridian Asset Management Llc/ct 0 −100,00 0
2025-07-16 13F Cahaba Wealth Management, Inc. 57 572 0,19 5 295 8,31
2025-07-25 13F Courage Miller Partners, LLC 2 354 0,00 216 8,00
2025-08-07 13F Allen Investment Management LLC 31 000 0,00 2 852 8,12
2025-07-31 13F Lee Danner & Bass Inc 7 924 2,26 729 10,47
2025-08-08 13F Thoroughbred Financial Services, Llc 11 629 −63,21 1 −50,00
2025-08-12 13F Putnam Fl Investment Management Co 15 370 −15,19 1 414 −8,31
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 2 288 210
2025-08-14 13F MidWestOne Financial Group, Inc. 18 133 −0,32 1 668 7,76
2025-07-11 13F BTC Capital Management, Inc. 45 028 −0,11 4 141 8,01
2025-04-08 13F Retirement Wealth Solutions LLC 0 −100,00 0
2025-08-07 13F Beese Fulmer Investment Management, Inc. 8 744 12,05 804 21,27
2025-07-24 13F Folger Nolan Fleming Douglas Capital Management, Inc 99 098 −3,31 9 114 4,54
2025-08-08 13F Cetera Investment Advisers 1 136 486 0,16 104 523 8,28
2025-08-06 13F Modera Wealth Management, LLC 68 386 7,46 6 289 16,18
2025-08-06 13F Horizon Investment Services, LLC 2 198 202
2025-08-13 13F First Trust Advisors Lp 2 254 −30,65 207 −25,00
2025-08-14 13F Horizon Investments, LLC 16 1
2025-07-18 13F Fmb Wealth Management 18 222 0,00 1 676 8,06
2025-07-31 13F Jordan Park Group LLC 19 353 −2,09 1 780 5,83
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-07 13F Commerce Bank 1 530 740 0,48 140 782 8,63
2025-08-08 13F Empower Advisory Group, LLC 7 567 21,62 696 31,38
2025-07-11 13F Caldwell Securities, Inc 5 464 −3,53 503 4,37
2025-07-31 13F CVA Family Office, LLC 1 539 0,00 142 8,46
2025-07-29 13F First Bancorp, Inc /ME/ 6 273 0,00 577 8,07
2025-07-30 13F Brookstone Capital Management 5 907 29,65 543 40,31
2025-07-31 13F United Community Bank 3 301 −17,50 304 −10,88
2025-08-08 13F Avantax Advisory Services, Inc. 1 054 593 3,71 96 991 12,12
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 3 757 −17,56 346 −10,85
2025-08-14 13F ICONIQ Capital, LLC 2 595 0,00 239 8,18
2025-08-06 13F Nvwm, Llc 38 319 −10,78 3 524 −3,53
2025-07-22 13F Olistico Wealth, LLC 2 285 −0,13 210 8,25
2025-07-15 13F/A Kure Advisory, LLC 3 335 0,00 307 8,13
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 15 912 2,68 1 463 11,00
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 741 0,00 0
2025-07-16 13F Essex Financial Services, Inc. 62 143 −3,21 5 715 4,65
2025-07-18 13F Consolidated Portfolio Review Corp 12 663 0,00 1 165 8,08
2025-07-28 13F Mutual Advisors, LLC 3 450 21,35 329 38,40
2025-07-30 13F Whittier Trust Co Of Nevada Inc 205 120 0,79 18 865 8,98
2025-07-29 13F International Assets Investment Management, Llc 5 243 −14,12 482 −7,13
2025-07-24 13F Leo Wealth, LLC 17 453 −0,34 1 605 7,79
2025-08-13 13F Philadelphia Trust Co 13 913 0,00 1 0,00
2025-07-15 13F Financial Partners Group, Inc 17 144 −0,40 1 577 7,65
2025-07-17 13F Greenhouse Wealth Management, LLC 7 137 0,30 656 8,43
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 1 500 0,00 138 7,87
2025-07-10 13F Fulton Bank, N.a. 82 516 0,47 7 589 8,62
2025-05-14 13F Allstate Corp 0 −100,00 0
2025-07-14 13F Farmers & Merchants Investments Inc 42 982 −1,33 3 953 6,69
2025-08-18 13F Geneos Wealth Management Inc. 38 686 27,37 3 558 37,71
2025-07-24 13F M1 Capital Management LLC 4 858 0,00 447 7,99
2025-08-14 13F Sunbelt Securities, Inc. 12 354 6,68 1 092 10,86
2025-04-22 13F North Point Portfolio Managers Corp/oh 0 −100,00 0
2025-07-17 13F Smith, Salley & Associates 8 829 −2,47 812 5,45
2025-08-07 13F Topel & Distasi Wealth Management, LLC 3 522 0,00 324 8,03
2025-08-13 13F Financial Freedom, LLC 1 533 0,13 141 8,46
2025-08-04 13F Pinnacle Associates Ltd 24 431 −0,41 2 247 7,67
2025-07-31 13F CNB Bank 1 425 0,00 131 8,26
2025-08-05 13F Mason Investment Advisory Services, Inc. 2 519 0,04 232 7,94
2025-07-09 13F Sapient Capital Llc 8 439 0,17 776 8,38
2025-08-12 13F Pettyjohn, Wood & White, Inc 3 149 290
2025-07-23 13F Optas, LLC 3 800 −6,93 349 0,58
2025-07-11 13F/A Umb Bank N A/mo 882 080 7,97 81 125 16,73
2025-08-05 13F Huntington National Bank 47 025 4,68
2025-08-12 13F Tableaux Llc 0 −100,00 0
2025-08-06 13F Centerpoint Advisory Group 3 190 293
2025-08-06 13F First Horizon Advisors, Inc. 116 117 −2,70 10 679 5,19
2025-07-22 13F DAVENPORT & Co LLC 27 991 23,06 2 574 33,09
2025-08-04 13F Spire Wealth Management 37 985 −0,20 3 493 7,91
2025-07-15 13F North Star Investment Management Corp. 9 489 0,00 873 8,05
2025-07-24 13F Us Bancorp \de\ 13 918 489 −27,98 1 280 084 −22,14
2025-08-01 13F Biltmore Family Office, LLC 3 347 0,00 308 8,10
2025-08-14 13F Operose Advisors LLC 10 545 0,06 970 8,15
2025-05-05 13F Lindbrook Capital, Llc 6 837 5,12 582 1,22
2025-07-24 13F Ronald Blue Trust, Inc. 11 845 −16,56 1 089 −9,78
2025-07-23 13F Sachetta, LLC 61 730 −0,28 5 677 7,80
2025-07-31 13F Jackson Hole Capital Partners, LLC 9 927 0,00 913 8,06
2025-08-14 13F Ausdal Financial Partners, Inc. 8 740 0,76 804 8,96
2025-07-29 13F Salomon & Ludwin, LLC 5 485 0,00 511 9,66
2025-08-14 13F Main Street Financial Solutions, LLC 2 860 −1,24 263 6,91
2025-08-15 13F Earnest Partners Llc 21 027 −42,00 1 934 −37,30
2025-08-13 13F Victory Financial Group, Llc 3 639 0,00 335 8,09
2025-08-13 13F Shepherd Financial Partners LLC 8 226 −0,84 757 7,23
2025-07-15 13F Burns Matteson Capital Management, LLC 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 604 864 29,56 55 648 40,06
2025-08-19 13F National Asset Management, Inc. 31 766 −40,72 2 921 −38,32
2025-08-07 13F S&co Inc 8 344 0,00 1
2025-07-29 13F Liberty Square Wealth Partners Llc 2 782 0,00 256 8,05
2025-07-23 13F Prime Capital Investment Advisors, LLC 115 795 −13,31 10 650 −6,28
2025-08-12 13F Founders Financial Alliance, LLC 2 559 −51,63 235 −47,78
2025-08-12 13F O'shaughnessy Asset Management, Llc 11 256 −10,82 1 035 −3,54
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-01 13F First Command Advisory Services, Inc. 366 −40,87 34 −36,54
2025-08-14 13F Wells Fargo & Company/mn 39 188 070 2,41 3 604 127 10,71
2025-07-16 13F Highline Wealth Partners Llc 738 0,00 68 8,06
2025-07-24 13F Galvin, Gaustad & Stein, LLC 2 964 0,00 273 7,94
2025-08-08 13F Avalon Trust Co 1 000 0,00 92 7,06
2025-08-14 13F Goldman Sachs Group Inc 2 613 195 0,19 240 336 8,31
2025-08-08 13F Truepoint, Inc. 4 313 0,00 397 8,20
2025-08-06 13F Reston Wealth Management Llc 6 272 0,29 577 8,27
2025-08-05 13F Dynasty Wealth Management, Llc 0 −100,00 0
2025-08-11 13F Edgemoor Investment Advisors, Inc. 5 960 0,00 548 8,09
2025-08-05 13F Plante Moran Financial Advisors, LLC 9 437 6,96 868 15,60
2025-07-11 13F Busey Wealth Management 25 162 −0,54 2 314 7,53
2025-08-04 13F Daymark Wealth Partners, Llc 14 284 −0,27 1 314 7,80
2025-08-14 13F Marquette Associates, Inc. 1 197 0,00 110 8,91
2025-08-01 13F Koss-Olinger Consulting, LLC 176 176 −8,11 16 203 −0,66
2025-07-21 13F Ntv Asset Management Llc 55 063 −1,55 5 064 6,45
2025-08-14 13F Harris Associates L P 1 000 92
2025-08-14 13F Aft, Forsyth & Company, Inc. 35 001 0,01 3 219 8,13
2025-08-07 13F Cahill Financial Advisors Inc 26 998 0,38 2 483 8,52
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-08-12 13F GDS Wealth Management 2 414 0,00 222 8,29
2025-07-28 13F Fairman Group, LLC 2 798 4,87 257 9,36
2025-08-04 13F AlphaStar Capital Management, LLC 5 529 508
2025-07-23 13F West Paces Advisors Inc. 15 262 0,00 1 404 8,09
2025-07-30 13F Fairway Wealth LLC 18 786 10,53 1 728 19,52
2025-08-18 13F/A National Bank Of Canada /fi/ 3 132 −14,61 288 −7,72
2025-07-18 13F Midwest Financial Group LLC 3 175 292
2025-08-01 13F Transcend Wealth Collective, Llc 8 150 −4,97 750 2,74
2025-07-15 13F LVZ Advisors, Inc. 3 017 20,68 277 30,66
2025-07-16 13F Brown, Lisle/cummings, Inc. 8 700 0,00 800 8,11
2025-07-21 13F Abundance Wealth Counselors 2 698 −5,99 0
2025-07-30 13F Castle Wealth Management Llc 4 960 0,00 456 8,31
2025-07-03 13F Garde Capital, Inc. 516 0,00 47 9,30
2025-07-24 13F Trust Co Of Toledo Na /oh/ 52 067 0,00 4 789 8,11
2025-08-18 13F Wolverine Trading, Llc Call 3 300 302
2025-08-18 13F Wolverine Trading, Llc Put 3 000 274
2025-08-12 13F Waterloo Capital, L.P. 3 213 −96,67 296 −96,40
2025-07-28 13F Boston Trust Walden Corp 19 725 0,00 1 814 8,10
2025-07-09 13F First Bank & Trust 2 943 0,00 271 8,00
2025-08-01 13F Motco 1 208 −7,65 113 1,80
2025-08-14 13F First Financial Bankshares Inc 8 488 0,00 781 8,03
2025-09-03 13F American Trust 2 483 228
2025-08-14 13F UBS Group AG 5 387 723 0,69 495 509 8,86
2025-08-14 13F UBS Group AG Put 700 0,00 64 8,47
2025-07-24 13F IFP Advisors, Inc 10 160 19,74 934 29,54
2025-05-13 13F Quantum Private Wealth, LLC 0 −100,00 0
2025-07-22 13F Rocky Mountain Advisers, Llc 144 0,00 13 8,33
2025-08-14 13F Federation des caisses Desjardins du Quebec 4 221 0,00 388 8,08
2025-07-14 13F Signature Securities Group Corporation 39 986 −6,04 3 678 1,57
2025-07-24 13F Von Berge Wealth Management Group, LLC 3 317 0,03 313 13,41
2025-07-17 13F Peoples Financial Services Corp. 300 0,00 28 8,00
2025-08-12 13F American Century Companies Inc 0 −100,00 0
2025-07-29 13F Stephens Inc /ar/ 413 792 3,03 38 056 11,39
2025-08-13 13F Prossimo Advisors, LLC 11 142 1
2025-05-05 13F Archer Investment Corp 0 −100,00 0
2025-07-14 13F Ridgewood Investments LLC 928 0,00 85 8,97
2025-07-24 13F West Bancorporation Inc 98 183 −7,89 9 030 −0,42
2025-08-01 13F Redwood Park Advisors LLC 749 0,00 69 7,94
2025-07-23 13F TPG Financial Advisors, LLC 11 361 66,83 1 045 80,31
2025-07-25 13F Hemington Wealth Management 231 −81,36 0
2025-08-04 13F Simon Quick Advisors, Llc 92 073 −4,62 8 468 3,11
2025-08-07 13F Fox Financial, Inc 157 525 1,14 14 488 9,34
2025-07-14 13F Oliver Luxxe Assets LLC 23 645 −3,32 2 175 4,52
2025-04-08 13F Armstrong Henry H Associates Inc 0 −100,00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 3 000 0,00 276 7,84
2025-08-14 13F Cardiff Park Advisors, Llc 380 0,00 35 6,25
2025-08-06 13F Texas Yale Capital Corp. 2 730 0,00 251 8,19
2025-08-06 13F Csenge Advisory Group 17 483 113,16 1 555 135,96
2025-07-08 13F Dover Advisors, Llc 28 534 1,69 2 624 9,93
2025-08-11 13F MainStreet Investment Advisors LLC 2 283 210
2025-07-18 13F Magnolia Private Wealth, LLC 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 6 575 928 −3,41 604 788 4,43
2025-08-07 13F Prairieview Wealth Partners, Llc 101 499 1,00 9 335 9,18
2025-07-15 13F West Oak Capital, LLC 4 600 0,00 4 33,33
2025-07-18 13F Precision Wealth Strategies, LLC 8 533 0,00 785 8,14
2025-08-13 13F Hsbc Holdings Plc 28 049 −9,24 2 580 −1,86
2025-07-14 13F Painted Porch Advisors LLC 1 800 0,00 166 7,84
2025-07-17 13F Tritonpoint Wealth, Llc 3 410 0,06 314 8,30
2025-08-05 13F Optivise Advisory Services LLC 9 940 0,00 914 8,17
2025-08-08 13F Intrua Financial, LLC 5 292 0,00 487 8,00
2025-08-13 13F Continuum Advisory, LLC 17 877 38,97 1 644 50,27
2025-07-17 13F Keystone Global Partners, LLC 49 0,00 5 0,00
2025-07-23 13F Columbus Macro, LLC 19 311 −4,21 1 776 3,56
2025-07-28 13F RFG Advisory, LLC 4 261 11,84 392 20,68
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 4 696 0,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 26 999 141,43 2 483 161,09
2025-08-12 13F CIBC Private Wealth Group, LLC 2 945 315 8,13 270 881 32,81
2025-08-08 13F Royal Harbor Partners, LLC 2 987 1,32 275 9,60
2025-08-13 13F SageView Advisory Group, LLC 48 198 104,08 4 575 127,68
2025-07-15 13F James J. Burns & Company, LLC 5 019 −14,61 462 −7,80
2025-08-05 13F Burney Co/ 2 644 −3,29 243 4,74
2025-07-21 13F Vaughan Nelson Investment Management, L.p. 436 40
2025-05-14 13F Fairscale Capital, LLC 0 −100,00 0
2025-08-07 13F Bearing Point Capital, Llc 5 915 −10,85 544 −3,55
2025-07-23 13F Equitable Trust Co 5 326 −2,35 490 5,62
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-05-06 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0 −100,00
2025-07-18 13F O'ROURKE & COMPANY, Inc 3 125 0,00 287 8,30
2025-07-08 13F Canandaigua National Bank & Trust Co 55 030 −1,02 5 061 7,02
2025-08-01 13F Logan Capital Management Inc 10 0,00 1
2025-07-23 13F Dohj, Llc 42 096 1 449,93 3 441 1 389,18
2025-07-29 13F SilverOak Wealth Management LLC 6 610 0,00 608 8,01
2025-08-14 13F Kovitz Investment Group Partners, LLC 48 913 −8,44 4 499 −1,01
2025-08-13 13F Leslie Global Wealth, LLC 10 815 3,50 995 11,94
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 351 930 −0,13 32 373 8,02
2025-07-18 13F Truist Financial Corp 3 954 909 −2,96 363 733 4,91
2025-07-17 13F Emerald Advisors, LLC 3 117 0,00 287 7,92
2025-07-08 13F D. Scott Neal, Inc. 3 560 0,00 327 8,28
2025-08-11 13F CFS Investment Advisory Services, LLC 2 769 −7,91 0
2025-08-05 13F Holistic Financial Partners 4 712 0,00 433 8,25
2025-07-23 13F Proffitt & Goodson Inc 115 291 −0,93 10 603 7,11
2025-07-24 13F Antonelli Financial Advisors, LLC 4 658 −1,10 428 7,00
2025-07-22 13F My Personal CFO, LLC 5 718 0,05 526 8,02
2025-08-14 13F Citadel Advisors Llc Put 13 200 46,67 1 214 58,69
2025-08-25 13F Hilltop Partners LLC 2 387 220
2025-08-14 13F Citadel Advisors Llc Call 28 100 −37,83 2 584 −32,80
2025-08-14 13F Citadel Advisors Llc 55 685 329,73 5 121 364,70
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2 147 202
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 9 504 5,74 874 14,40
2025-08-12 13F 17 Capital Partners, Llc 2 277 209
2025-08-05 13F Trail Ridge Investment Advisors, LLC 2 643 −4,07 248 5,56
2025-08-13 13F Jones Financial Companies Lllp 69 710 394 4,83 6 379 274 13,34
2025-08-01 13F Rossby Financial, LCC 872 137,60 80 166,67
2025-08-12 13F AlphaCore Capital LLC 8 562 202,87 787 227,92
2025-08-13 13F StoneX Group Inc. 96 049 8,86 8 834 17,69
2025-08-28 NP GPAAX - Grant Park Multi Alternative Strategies Fund Class A 20 061 −8,57 1 845 −1,13
2025-07-11 13F Ridgeline Wealth, LLC 0 −100,00 0
2025-07-17 13F Asio Capital, LLC 2 550 0,00 235 8,33
2025-08-07 13F CENTRAL TRUST Co 13 152 6,19 1 210 14,81
2025-07-29 13F Altus Wealth Group LLC 6 261 −27,59 576 −21,77
2025-08-13 13F International City Management Association Retirement Corp 702 067 0,00 64 569 8,11
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 10 680 0,00 982 8,15
2025-07-31 13F Oppenheimer & Co Inc 39 238 81,66 3 609 96,41
2025-07-11 13F Shelton Wealth Management, Llc 61 838 −2,71 5 687 5,18
2025-07-17 13F Saxon Interests, Inc. 39 374 0,00 3 350 0,00
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-31 13F Curio Wealth, Llc 8 952 89 420,00 823 −3,97
2025-07-10 13F Perkins Coie Trust Co 2 700 −0,74 248 7,36
2025-08-14 13F Riggs Asset Managment Co. Inc. 0 −100,00 0
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-07-14 13F Argent Capital Management Llc 0 −100,00 0 −100,00
2025-08-11 13F Traub Capital Management LLC 400 37
2025-07-09 13F Breakwater Investment Management 388 0,00 36 6,06
2025-08-14 13F Snowden Capital Advisors LLC 10 564 4,41 972 12,91
2025-07-16 13F Register Financial Advisors LLC 5 444 2,04 501 10,38
2025-07-23 13F Venturi Wealth Management, LLC 22 280 8,00 2 049 16,82
2025-07-16 13F Signaturefd, Llc 138 −72,18 13 −71,43
2025-07-30 13F Klingman & Associates, LLC 13 897 11,20 1 278 20,23
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 993 0,20 91 8,33
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