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

iShares Trust - iShares Russell Mid-Cap Value ETF
US ˙ ARCA ˙ US4642874733

Grundläggande statistik
Institutionella ägare 948 total, 948 long only, 0 short only, 0 long/short - change of −0,11% MRQ
Genomsnittlig portföljallokering 0.3056 % - change of −8,38% MRQ
Institutionella aktier (lång) 82 028 841 (ex 13D/G) - change of −5,06MM shares −5,81% MRQ
Institutionellt värde (lång) $ 10 211 708 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares Russell Mid-Cap Value ETF (US:IWS) har 948 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 82,028,841 aktier. Största aktieägare inkluderar Jones Financial Companies Lllp, Morgan Stanley, Wells Fargo & Company/mn, Bank Of America Corp /de/, Tiaa Trust, National Association, Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, Royal Bank Of Canada, Us Bancorp \de\, and Commonwealth Equity Services, Llc .

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

The share price as of September 19, 2025 is 138,72 / share. Previously, on September 23, 2024, the share price was 131,82 / share. This represents an increase of 5,23% over that period.

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

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

Uppdateringsfrekvens: Dagligen

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

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Institutionell sälj/köp-kvot

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

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

IWS / iShares Trust - iShares Russell Mid-Cap Value ETF Historical Put/Call Ratio
13D/G-Arkiveringar

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

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

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Fil Datum Formulär Investerare Föregående
aktier
Senaste
aktier
Δ Aktier
(Procent)
Ägande
(Procent)
Δ Ägande
(Procent)
2025-07-15 13G/A TRUIST FINANCIAL CORP 6,413,758 435,379 -93.21 0.40 -92.45
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.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-11 13F Berkeley, Inc 4 208 0,02 556 5,10
2025-08-14 13F Harwood Advisory Group, LLC 0 −100,00 0 −100,00
2025-08-01 13F First National Trust Co 8 497 −2,71 1 123 2,00
2025-08-14 13F Alliancebernstein L.p. 29 590 203,55 3 910 218,66
2025-08-05 13F GPS Wealth Strategies Group, LLC 303 0,00 40 5,26
2025-07-15 13F Evanson Asset Management, LLC 3 697 0,00 489 4,95
2025-08-13 13F Colonial Trust Co / SC 3 626 −30,12 479 −26,65
2025-08-07 13F Future Fund LLC 27 975 3 697
2025-08-07 13F Howard Bailey Securities, Llc 52 084 20,80 6 882 26,72
2025-08-14 13F D. E. Shaw & Co., Inc. 2 278 301
2025-08-12 13F Aldebaran Capital, Llc 39 466 −1,45 5 215 3,39
2025-08-14 13F Money Concepts Capital Corp 430 145 1,60 56 839 6,57
2025-08-13 13F Capital Analysts, Inc. 7 455 −11,22 1 −100,00
2025-05-15 13F NDVR, Inc. 0 −100,00 0
2025-08-08 13F Principal Financial Group Inc 37 400 −9,44 4 942 −5,00
2025-07-10 13F Triangle Securities Wealth Management 1 679 −1,47 222 3,27
2025-08-07 13F McClarren Financial Advisors, Inc. 0 −100,00 0
2025-08-07 13F Addison Advisors LLC 775 102
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 91 868 −0,71 12 398 6,37
2025-08-13 13F Beacon Pointe Advisors, LLC 11 100 −2,38 1 467 2,37
2025-07-25 13F Community Bank, N.A. 34 663 −5,31 4 580 −0,67
2025-08-05 13F Bank of New York Mellon Corp 62 661 26,10 8 280 32,29
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 9 816 −47,61 1 297 −45,04
2025-05-01 13F Quest 10 Wealth Builders, Inc. 5 265 0,82 663 −1,78
2025-08-06 13F North Capital, Inc. 40 0,00 5 0,00
2025-04-28 13F Pinnacle Financial Partners Inc 61 499 4,49 7 748 1,77
2025-07-30 13F Financial Perspectives, Inc 11 −74,42 1 −80,00
2025-07-17 13F Janney Montgomery Scott LLC 36 783 1,93 5 0,00
2025-07-15 13F Postrock Partners Llc 2 306 0,00 305 4,83
2025-08-14 13F Mercer Global Advisors Inc /adv 51 334 −6,26 6 786 −1,47
2025-07-30 13F SkyOak Wealth, LLC 2 058 0,00 272 4,63
2025-08-11 13F Summit Wealth Partners, LLC 1 633 −15,21 216 −11,16
2025-08-14 13F Monograph Wealth Advisors, Llc 1 933 255
2025-07-23 13F Foundation Wealth Management, LLC 1 661 0,00 219 4,78
2025-07-31 13F Topsail Wealth Management, LLC 3 084 0,00 408 4,90
2025-07-08 13F Zrc Wealth Management, Llc 1 003 0,40 133 5,60
2025-08-14 13F Synovus Financial Corp 72 955 3,44 9 643 8,53
2025-07-21 13F Stock Yards Bank & Trust Co 20 846 0,29 2 755 5,19
2025-08-08 13F Emerald Investment Partners, Llc 1 868 −6,60 247 −1,99
2025-07-22 13F Mascoma Wealth Management LLC 0 −100,00 0
2025-08-14 13F Port Capital LLC 4 596 −8,26 607 −3,80
2025-08-14 13F Benjamin Edwards Inc 10 387 2,05 1 373 7,02
2025-04-29 13F Financial Network Wealth Management LLC 211 0
2025-07-03 13F City Center Advisors, LLC 4 228 1,88 559 6,90
2025-08-08 13F Ironwood Investment Counsel, LLC 2 698 36,75 357 43,55
2025-08-12 13F Quadcap Wealth Management, LLC 1 566 207
2025-08-13 13F Providence Capital Advisors, LLC 2 281 301
2025-06-03 13F/A First National Bank Of Omaha 3 829 −11,55 482 −4,17
2025-04-29 13F Hm Payson & Co 375 0,00 47 −2,08
2025-08-12 13F Cornerstone Wealth Management, LLC 7 414 −0,42 980 4,48
2025-07-18 13F PFG Investments, LLC 4 225 5,31 558 10,50
2025-07-29 13F Madison Wealth Partners, Inc 1 799 −1,05 238 3,49
2025-08-14 13F Royal Bank Of Canada 2 576 272 −22,67 340 429 −18,88
2025-08-05 13F Integrity Financial Corp /WA 135 0,00 18 0,00
2025-08-11 13F Pin Oak Investment Advisors Inc 128 −56,31 0
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0 −100,00
2025-07-14 13F GAMMA Investing LLC 1 393 12,61 184 18,71
2025-08-14 13F McIlrath & Eck, LLC 513 0,00 68 4,69
2025-08-14 13F Headlands Technologies LLC 1 560 −26,79 206 −23,13
2025-07-21 13F Riverview Trust Co 520 0,00 69 4,62
2025-07-25 13F Tranquility Partners, LLC 7 072 −0,49 934 4,36
2025-07-15 13F Graypoint LLC 6 884 0,00 910 4,84
2025-08-11 13F Perennial Investment Advisors, LLC 5 186 −6,00 685 −1,44
2025-07-22 13F Old National Bancorp /in/ 5 570 116,73 736 127,86
2025-05-02 13F Capital A Wealth Management, LLC 219 −12,05 28 −15,62
2025-07-17 13F Paradigm Financial Partners, Llc 7 174 −36,49 948 −33,40
2025-08-06 13F Moors & Cabot, Inc. 2 230 −8,76 295 −4,23
2025-08-11 13F Wittenberg Investment Management, Inc. 3 478 460
2025-08-12 13F JMG Financial Group, Ltd. 78 414 −0,53 10 362 4,34
2025-08-14 13F Quantinno Capital Management LP 6 232 65,61 824 73,63
2025-07-15 13F DB Fitzpatrick & Co, Inc 55 0,00 7 16,67
2025-08-12 13F Twin Focus Capital Partners, Llc 68 402 −3,31 9 039 1,43
2025-07-10 13F Sovran Advisors, LLC 2 400 −10,68 322 1,58
2025-07-18 13F First Pacific Financial 21 422 3,47 2 831 8,51
2025-08-06 13F Legacy Bridge, LLC 10 781 0,00 1 425 4,86
2025-07-30 13F Principle Wealth Partners Llc 5 155 681
2025-08-14 13F/A Rockefeller Capital Management L.P. 151 934 −9,27 20 077 −4,83
2025-08-06 13F Commonwealth Equity Services, Llc 2 194 504 −2,79 290 1,76
2025-08-15 13F CI Private Wealth, LLC 112 229 −49,39 14 834 −46,90
2025-08-14 13F Ancora Advisors, LLC 2 528 0,00 334 5,03
2025-08-04 13F HBK Sorce Advisory LLC 23 637 −2,64 3 123 2,13
2025-07-10 13F Signal Advisors Wealth, LLC 3 353 −25,06 443 −21,31
2025-07-23 13F BankPlus Trust Department 40 0,00 5 0,00
2025-08-08 13F Smithfield Trust Co 831 0,00 0
2025-08-11 13F Guidance Point Advisors, LLC 3 558 0,37 470 5,38
2025-04-10 13F Iams Wealth Management, Llc 0 −100,00 0
2025-08-05 13F Snider Financial Group 1 952 −20,81 258 −17,10
2025-08-11 13F Citigroup Inc 23 301 −68,05 3 079 −66,49
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0 −100,00
2025-08-08 13F Pnc Financial Services Group, Inc. 1 341 852 −5,67 177 312 −1,05
2025-07-11 13F Essex Savings Bank 2 170 0,00 287 4,76
2025-07-17 13F City Holding Co 26 493 −0,25 3 501 4,63
2025-08-12 13F New Republic Capital, LLC 679 0,00 90 4,71
2025-07-18 13F Trust Co Of Vermont 1 114 0,00 147 5,00
2025-08-06 13F Regimen Wealth, Llc 5 290 0,38 699 5,43
2025-08-06 13F Bensler, LLC 4 333 0,02 573 4,95
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 2 390 5,38 316 10,53
2025-07-29 13F Ballast, Inc. 0 −100,00 0
2025-07-29 13F Kanawha Capital Management Llc 2 761 0,00 365 4,90
2025-07-25 13F Fifth Third Wealth Advisors LLC 3 120 21,68 412 27,95
2025-07-08 13F Nbc Securities, Inc. 6 665 1,34 1
2025-08-11 13F Kingdom Financial Group LLC. 30 768 −29,13 4 066 −25,66
2025-08-12 13F Jefferies Financial Group Inc. 0 −100,00 0
2025-08-13 13F VestGen Advisors, LLC 27 489 0,48 3 632 5,40
2025-08-12 13F Ade, Llc 7 639 11,93 1 009 17,46
2025-07-23 13F Richardson Capital Management LLC 2 966 −0,77 392 3,99
2025-07-22 13F SOL Capital Management CO 8 390 −0,25 1 0,00
2025-07-30 13F Bogart Wealth, LLC 239 17,73 32 24,00
2025-05-22 NP PENN SERIES FUNDS INC - Mid Core Value Fund 4 190 −70,98 528 −65,01
2025-08-04 13F AMG National Trust Bank 337 660 −1,35 44 618 3,49
2025-07-10 13F Trust Point Inc. 8 578 0,00 1 133 4,91
2025-08-11 13F Intrepid Financial Planning Group LLC 12 668 −0,23 1 674 4,63
2025-08-04 13F Mesirow Financial Investment Management, Inc. 5 303 −49,92 701 −47,53
2025-08-04 13F Spire Wealth Management 4 339 −11,18 573 −6,83
2025-07-21 13F Fortis Capital Advisors, LLC 7 257 −10,53 959 −6,17
2025-08-06 13F Prospera Financial Services Inc 10 295 −2,71 1 361 2,03
2025-07-25 13F Apollon Wealth Management, LLC 6 369 0,84 842 5,79
2025-07-28 13F Copia Wealth Management 300 0,00 40 5,41
2025-08-14 13F Warren Averett Asset Management, LLC 107 436 −1,89 14 197 2,91
2025-07-07 13F RDA Financial Network 2 263 0,00 299 4,91
2025-07-24 13F Villere St Denis J & Co Llc 2 033 −25,56 269 −22,09
2025-08-08 13F Creative Planning 125 913 14,05 16 638 19,64
2025-08-01 13F Planning Directions Inc 1 811 −25,60 239 −21,90
2025-08-12 13F Nemes Rush Group LLC 30 −16,67 4 −25,00
2025-07-07 13F Roxbury Financial LLC 177 0,00 23 0,00
2025-07-17 13F Independence Bank of Kentucky 1 538 −10,63 203 −6,02
2025-08-04 13F Savvy Advisors, Inc. 2 148 −58,32 284 −56,39
2025-08-14 13F Integrated Wealth Concepts LLC 11 535 −4,42 1 524 0,26
2025-07-14 13F Park Avenue Securities Llc 55 485 67,76 7 75,00
2025-07-17 13F Park Place Capital Corp 4 273 −62,75 572 −60,46
2025-07-22 13F Inlight Wealth Management, LLC 55 344 0,17 7 313 5,09
2025-08-04 13F Creekmur Asset Management LLC 396 0,00 52 6,12
2025-07-16 13F TOWER TRUST & INVESTMENT Co 190 0,00 25 8,70
2025-07-16 13F Falcon Wealth Planning 28 494 −7,99 3 765 −3,49
2025-08-18 13F Hollencrest Capital Management 399 53
2025-08-12 13F Associated Banc-corp 1 575 −1,56 208 3,48
2025-07-17 13F Sound Income Strategies, LLC 717 9,63 95 14,63
2025-08-08 13F United Asset Strategies, Inc. 0 −100,00 0
2025-08-05 13F Dunhill Financial, LLC 22 0,00 3 0,00
2025-07-07 13F Accelerate Investment Advisors LLC 0 −100,00 0
2025-08-14 13F Clark Capital Management Group, Inc. 0 −100,00 0 −100,00
2025-08-04 13F Creative Financial Designs Inc /adv 785 0,00 104 5,10
2025-08-01 13F MorganRosel Wealth Management, LLC 51 0,00 7 0,00
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0
2025-07-22 13F Romano Brothers And Company 5 669 0,02 749 4,90
2025-08-14 13F Comerica Bank 103 045 −2,28 13 616 2,51
2025-07-08 13F Apella Capital, LLC 3 338 12,16 447 25,63
2025-05-14 13F Legend Financial Advisors, Inc. 0 −100,00 0
2025-07-15 13F Missouri Trust & Investment Co 4 475 0,00 591 4,97
2025-07-11 13F Diversified Trust Co 5 012 0,00 662 4,91
2025-08-11 13F Foundation Wealth Management, LLC\PA 1 853 0,00 245 4,72
2025-07-18 13F Pure Financial Advisors, Inc. 11 513 −0,56 1 521 4,32
2025-07-17 13F Neumann Capital Management, LLC 1 524 201
2025-07-22 13F Appleton Partners Inc/ma 2 447 0,00 0
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-07-29 13F Private Trust Co Na 8 731 2,21 1 154 7,16
2025-08-12 13F Brandywine Global Investment Management, LLC 589 −4,23 78 0,00
2025-07-07 13F Lwm Advisors Inc 32 126 −0,03 4 245 4,79
2025-08-14 13F Gen-Wealth Partners Inc 239 1,27 32 6,90
2025-07-09 13F First Financial Corp /in/ 2 684 0,00 355 4,73
2025-08-11 13F Elequin Capital Lp 335 324,05 44 388,89
2025-04-30 13F Sofos Investments, Inc. 266 0,00 34 3,13
2025-07-14 13F Brady Martz Wealth Solutions, LLC 32 480 −3,43 4 292 1,30
2025-08-14 13F Mpwm Advisory Solutions, Llc 129 0,00 17 6,25
2025-04-29 13F Checchi Capital Advisers, LLC 0 −100,00 0 −100,00
2025-07-30 13F Phillips Financial Management, Llc 4 495 −6,16 594 −1,66
2025-08-14 13F Bragg Financial Advisors, Inc 4 314 1,75 570 6,74
2025-08-14 13F Icon Wealth Advisors, LLC 3 162 0,03 418 4,77
2025-05-12 13F Sandy Spring Bank 4 772 −1,55 601 −3,99
2025-07-15 13F Forte Capital Llc /adv 22 521 −8,80 2 976 −4,34
2025-08-11 13F Western Wealth Management, LLC 3 752 −1,34 496 3,34
2025-08-26 13F/A Thrivent Financial For Lutherans 10 923 −31,99 1 −50,00
2025-07-31 13F Vaughan David Investments Inc/il 2 533 42,06 0
2025-07-08 13F Atlas Brown,Inc. 20 778 0,81 2 746 5,74
2025-07-21 13F Mechanics Financial Corp 197 0,00 26 8,33
2025-07-23 13F Eagle Strategies LLC 12 926 2,36 1 708 7,36
2025-08-08 13F Pacific Life Fund Advisors LLC 630 104 57,83 83 262 65,56
2025-08-12 13F Manchester Capital Management LLC 4 376 0,00 578 4,90
2025-07-23 13F REAP Financial Group, LLC 1 416 −3,74 187 1,08
2025-08-08 13F Capital Investment Advisory Services, LLC 659 25,05 87 31,82
2025-08-13 13F Capital Group Private Client Services, Inc. 4 769 −10,32 630 −5,83
2025-07-29 13F Private Wealth Management Group, LLC 400 −3,61 53 0,00
2025-08-08 13F Flaharty Asset Management, LLC 556 0,00 73 4,29
2025-08-13 13F Baird Financial Group, Inc. 105 256 −0,59 13 909 4,28
2025-08-13 13F Northwestern Mutual Wealth Management Co 274 503 −22,40 36 273 −18,60
2025-08-12 13F LPL Financial LLC 1 164 297 0,23 153 850 5,14
2025-07-29 13F May Barnhard Investments LLC 42 911 −0,41 5 670 4,46
2025-08-08 13F Foundations Investment Advisors, LLC 5 955 −3,55 787 1,16
2025-05-14 13F ICONIQ Capital, LLC 0 −100,00 0
2025-08-11 13F Bradley Foster & Sargent Inc/ct 9 379 −0,11 1 239 4,82
2025-08-13 13F KilterHowling LLC 2 289 0,35 302 5,23
2025-05-12 13F Providence First Trust Co 0 −100,00 0
2025-08-11 13F Estate Counselors, LLC 0 −100,00 0
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-11 13F Rothschild Investment Llc 225 0,00 30 3,57
2025-08-13 13F Kennedy Capital Management, Inc. 27 395 −44,15 3 620 −41,43
2025-08-14 13F Raymond James Financial Inc 537 009 −22,62 70 960 −18,83
2025-07-15 13F Cranbrook Wealth Management, LLC 3 007 −2,53 397 2,32
2025-08-13 13F Johnson Financial Group, Inc. 6 531 160,41 863 173,97
2025-07-17 13F Greenleaf Trust 8 323 0,00 1 100 4,87
2025-08-14 13F TCG Advisory Services, LLC 5 367 −7,83 709 −3,27
2025-07-09 13F Bank of New Hampshire 214 0,00 28 7,69
2025-07-22 13F Coastal Investment Advisors, Inc. 443 −53,90 59 −52,07
2025-08-14 13F Moneta Group Investment Advisors Llc 180 420 6,21 23 841 11,42
2025-08-01 13F SYM FINANCIAL Corp 8 803 429,34 1 163 456,46
2025-07-29 13F Regions Financial Corp 29 559 −0,01 3 906 4,89
2025-08-14 13F 10Elms LLP 37 0,00 5 0,00
2025-07-07 13F Wesbanco Bank Inc 18 171 0,13 2 401 5,08
2025-08-07 13F Montag A & Associates Inc 176 0,00 23 4,55
2025-07-16 13F Processus Wealth & Capital Management, LLC 50 861 0,17 6 721 5,07
2025-08-06 13F SJA Financial Advisory, LLC 10 707 −0,21 1 415 4,66
2025-07-31 13F Blake Schutter Theil Wealth Advisors, LLC 4 529 0,00 598 4,91
2025-07-11 13F Luts & Greenleigh Group, Inc 8 859 4,69 1 171 9,86
2025-08-08 13F Renasant Bank 10 423 −3,29 1 377 1,47
2025-08-06 13F Eukles Asset Management 18 991 −1,88 2 509 2,91
2025-08-13 13F GeoWealth Management, LLC 774 1,18 102 6,25
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 19 817 0,00 2 619 4,89
2025-07-25 13F Richardson Financial Services Inc. 1 018 −47,06 136 −43,80
2025-08-08 13F/A Sterling Capital Management LLC 126 123 19,71 16 666 25,57
2025-07-07 13F Investors Research Corp 325 0,00 43 5,00
2025-07-16 13F Rebalance, Llc 6 915 0,38 914 5,31
2025-07-23 13F Nbt Bank N A /ny 2 308 0,00 305 4,83
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3 600 2,86 453 0,22
2025-07-10 13F Atticus Wealth Management, Llc 3 767 1,76 498 6,65
2025-08-08 13F Strategies Wealth Advisors, LLC 2 420 0,00 320 4,93
2025-08-13 13F Cary Street Partners Financial Llc 6 236 1,58 824 6,60
2025-05-13 13F German American Bancorp, Inc. 0 −100,00 0
2025-08-12 13F Asset Management Group, Inc. 151 496 0,20 20 019 5,11
2025-07-09 13F Berkshire Bank 13 606 −5,95 1 798 −1,37
2025-07-23 13F Sax Wealth Advisors, Llc 4 713 3,04 623 7,99
2025-05-07 13F Vista Private Wealth Partners. LLC 0 −100,00 0
2025-07-28 13F Nvest Financial, LLC 7 157 173,90 946 187,23
2025-08-18 13F N.E.W. Advisory Services LLC 3 021 0,00 399 5,00
2025-08-01 13F Bank of Jackson Hole Trust 1 320 0,00 174 0,58
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 3 648 −3,31 482 1,47
2025-08-28 NP POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A 29 080 287,63 3 843 306,56
2025-08-05 13F Mathes Company, Inc. 3 995 −3,62 1
2025-07-14 13F Armstrong Advisory Group, Inc 824 9,72 109 11,34
2025-07-30 13F Parcion Private Wealth LLC 5 049 667
2025-07-31 13F Auour Investments LLC 19 020 −6,37 2 513 0,80
2025-07-29 13F Calamos Wealth Management LLC 1 706 225
2025-08-05 13F Prosperity Consulting Group, LLC 99 197 6,88 13 108 12,11
2025-07-15 13F BostonPremier Wealth LLC 1 711 0,35 226 5,61
2025-08-13 13F Cresset Asset Management, LLC 13 724 −8,17 1 814 −3,67
2025-07-09 13F Finley Financial, LLC 3 565 0,00 471 7,53
2025-08-14 13F Great Valley Advisor Group, Inc. 22 212 −0,20 2 935 4,71
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 166 625 1,68 22 018 6,66
2025-08-13 13F Natixis Advisors, L.p. 152 332 −50,44 20 −47,37
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 4 268 0,14 564 2,55
2025-08-14 13F Safeguard Investment Advisory Group, LLC 1 814 8,75 240 13,81
2025-07-08 13F Gallacher Capital Management LLC 1 755 0,00 232 4,52
2025-05-15 13F Glenmede Trust Co Na 30 408 54,51 3 830 50,49
2025-07-07 13F Versant Capital Management, Inc 1 396 0,00 184 5,14
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-07-18 13F SOA Wealth Advisors, LLC. 1 188 0,34 157 4,70
2025-07-31 13F LJI Wealth Management, LLC 3 272 −2,76 432 2,13
2025-08-08 13F Glassman Wealth Services 1 797 −1,26 237 3,49
2025-08-13 13F Russell Investments Group, Ltd. 2 607 166,56 344 179,67
2025-08-13 13F Townsquare Capital Llc 2 241 −88,09 296 −87,51
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 1 172 0,34 155 4,76
2025-08-06 13F Financial Alternatives, Inc 3 662 0,00 484 4,77
2025-08-12 13F Howe & Rusling Inc 256 1 180,00 34 1 550,00
2025-07-14 13F Pacifica Partners Inc. 25 −75,73 3 −75,00
2025-05-09 13F Evolution Advisers, Inc. 0 −100,00 0
2025-07-24 13F Capital Advisors, Ltd. LLC 100 −45,95 0
2025-07-25 13F Sequoia Financial Advisors, LLC 7 710 0,56 1 019 5,49
2025-07-30 13F Princeton Global Asset Management LLC 1 363 −17,99 180 −13,88
2025-07-22 13F Willner & Heller, Llc 4 236 −14,97 560 −10,85
2025-08-14 13F Ameriprise Financial Inc 1 128 123 3,39 149 477 8,81
2025-08-05 13F Bank Of Montreal /can/ 92 945 −1,21 12 282 3,63
2025-07-14 13F Occidental Asset Management, LLC 92 500 0,74 12 223 5,67
2025-07-16 13F American National Bank 94 0,00 12 9,09
2025-08-01 13F Oarsman Capital, Inc. 1 807 0,00 239 4,85
2025-07-23 13F Viewpoint Capital Management LLC 8 339 −0,60 1 102 4,26
2025-08-05 13F Key FInancial Inc 1 970 −16,24 260 −12,16
2025-07-22 13F Evensky & Katz LLC 9 040 −4,76 1 0,00
2025-07-21 13F Sterling Investment Counsel, LLC 1 960 −40,04 259 −37,23
2025-08-13 13F M&t Bank Corp 170 528 −2,95 22 534 1,80
2025-07-25 13F Stephens Consulting, LLC 75 0,00 10 0,00
2025-08-13 13F Ark & Tlk Investments, Llc 28 477 0,00 3 763 4,88
2025-07-21 13F Pacific Financial Group Inc 2 328 −0,13 308 4,78
2025-07-30 13F LifeWealth Investments, LLC 56 607 55,52 7 480 63,12
2025-07-10 13F Rockland Trust Co 4 787 −0,19 633 4,64
2025-07-14 13F Lee-Kelleher Wealth Management 2 135 0,00 282 5,22
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-12 13F Cynosure Management, Llc 0 −100,00 0
2025-08-14 13F Bank Of Hawaii 14 600 26,84 1 929 33,03
2025-07-23 13F Bellevue Asset Management, Llc 200 0,00 26 4,00
2025-07-11 13F Compass Ion Advisors, LLC 3 497 1,86 462 6,94
2025-08-12 13F Tradition Wealth Management, LLC 13 781 0,00 1 821 4,96
2025-07-22 13F Simplicity Wealth,LLC 73 514 120,35 9 714 131,18
2025-07-09 13F Breakwater Capital Group 2 905 3,68 384 8,81
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 0 −100,00 0 −100,00
2025-07-29 13F Chicago Partners Investment Group LLC 267 140 −0,70 36 710 9,60
2025-08-07 13F Hughes Financial Services, LLC 247 0,00 33 6,45
2025-07-30 NP ENDW - Cambria Endowment Style ETF 533 68
2025-07-30 13F LGT Financial Advisors LLC 3 368 0,39 445 5,45
2025-08-08 13F Mv Capital Management, Inc. 10 390 −13,94 1 373 −9,74
2025-08-12 13F Gladstone Institutional Advisory LLC 8 880 0,00 1 173 4,92
2025-07-25 13F Dynamic Financial Group 3 578 −0,11 473 4,66
2025-08-08 13F Union Savings Bank 2 060 0,00 277 6,95
2025-07-09 13F Massmutual Trust Co Fsb/adv 176 −15,38 23 −11,54
2025-07-10 13F Financial Management Network Inc 4 220 1,15 570 21,06
2025-08-11 13F Intrust Bank Na 6 955 0,00 919 4,91
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2 715 0,56 359 5,29
2025-08-14 13F Arete Wealth Advisors, LLC 0 −100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 79 445 5,75 10 498 10,93
2025-08-13 13F Alerus Financial Na 21 3
2025-07-16 13F Stephenson National Bank & Trust 679 0,00 90 4,71
2025-07-28 13F Harbour Investments, Inc. 2 154 −25,85 285 −22,19
2025-08-12 13F Ameritas Investment Partners, Inc. 422 0,48 56 5,77
2025-08-06 13F Golden State Wealth Management, LLC 624 0,00 82 5,13
2025-08-11 13F Dorsey & Whitney Trust CO LLC 0 −100,00 0
2025-07-07 13F LBJ Family Wealth Advisors, Ltd. 126 510 0,44 17 6,67
2025-07-22 13F Valley National Advisers Inc 0 −100,00 0
2025-08-05 13F Bridgewater Advisors Inc. 2 854 0,04 390 11,14
2025-07-15 13F Bfsg, Llc 40 −50,00 5 −50,00
2025-08-12 13F Coston, McIsaac & Partners 1 623 0,00 0
2025-08-08 13F First Western Trust Bank 3 558 0,00 470 4,91
2025-08-14 13F Hara Capital LLC 148 0,00 20 5,56
2025-07-25 13F Means Investment Co., Inc. 2 432 −11,79 321 −7,49
2025-07-31 13F Glass Jacobson Investment Advisors llc 2 807 −6,53 371 −4,64
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-22 13F Sage Financial Group Inc 24 760 −2,63 3 272 2,12
2025-08-04 13F Bristlecone Advisors, LLC 1 291 0,00 171 4,94
2025-07-14 13F Maryland Capital Advisors Inc. 2 028 0,00 268 4,71
2025-07-31 13F AlTi Global, Inc. 2 100 −5,02 277 −0,36
2025-05-30 NP MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 13 812 −71,41 1 740 −65,50
2025-08-28 NP POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C 123 672 34,11 16 342 40,69
2025-07-28 13F Courier Capital Llc 11 902 15,02 1 573 20,64
2025-08-07 13F BHK Investment Advisors, LLC 13 506 9,02 1 785 14,36
2025-08-14 13F Fiduciary Trust Co 2 003 265
2025-08-28 NP POACX - Aristotle Portfolio Optimization Conservative Fund Class C 9 619 1 271
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 2 259 0,00 299 9,96
2025-08-14 13F Stifel Financial Corp 135 051 2,56 17 848 7,59
2025-05-23 NP EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 34 120 −67,56 4 298 −60,83
2025-07-08 13F/A Salem Investment Counselors Inc 144 0,00 19 5,56
2025-05-15 13F Citadel Advisors Llc Put 0 −100,00 0 −100,00
2025-07-14 13F Abound Wealth Management 173 −22,42 23 −21,43
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-08-13 13F Vance Wealth, Inc. 27 971 −28,29 3 696 −24,77
2025-08-13 13F Cutler Capital Management, LLC 886 0,00 117 5,41
2025-07-17 13F HB Wealth Management, LLC 6 104 0,02 807 4,95
2025-08-12 13F Bedel Financial Consulting, Inc. 11 007 0,14 1 454 6,75
2025-08-08 13F eCIO, Inc. 0 −100,00 0
2025-08-08 13F Atlantic Trust, LLC 191 25
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6 659 −0,37 880 4,52
2025-08-15 13F Provenance Wealth Advisors, LLC 49 0,00 6 0,00
2025-05-13 13F Brooklyn FI, LLC 0 −100,00 0 −100,00
2025-07-25 13F Verdence Capital Advisors LLC 1 885 −17,40 249 −13,24
2025-08-21 13F Clarion Wealth Managment Partners, LLC 9 814 1 297
2025-07-18 13F Cooper Financial Group 3 403 −1,90 450 2,75
2025-07-24 13F Conning Inc. 47 016 −22,13 6 213 −18,32
2025-08-14 13F Sei Investments Co 0 −100,00 0
2025-07-23 13F Valmark Advisers, Inc. 4 649 0,30 614 5,32
2025-07-16 13F ORG Partners LLC 2 332 2,82 313 9,09
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-07-11 13F My Legacy Advisors, LLC 9 975 −5,58 1 355 1,88
2025-07-07 13F First Community Trust Na 41 5
2025-08-14 13F Bishop & Co Investment Management, LLC 136 686 −2,40 18 062 2,39
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-07-29 13F Horst & Graben Wealth Management LLC 13 332 −4,75 1 762 −0,11
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 24 048 17,50 3 178 23,24
2025-08-11 13F Wealthspire Advisors, LLC 37 832 6,65 4 999 11,88
2025-08-06 13F Legacy Wealth Managment, LLC/ID 249 0,00 33 3,23
2025-08-14 13F Lazard Asset Management Llc 1 400 0,00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 3 133 6,60 414 11,62
2025-08-11 13F Aptus Capital Advisors, LLC 11 852 −1,41 1 566 3,43
2025-07-29 13F Hoese & Co LLP 0 −100,00 0
2025-07-30 13F TFB Advisors LLC 15 106 −5,15 1 996 −0,50
2025-08-13 13F SCS Capital Management LLC 3 001 0,00 397 4,76
2025-08-13 13F Haverford Trust Co 1 591 −4,50 210 0,48
2025-08-05 13F Tsfg, Llc 1 589 −11,13 0
2025-08-06 13F Geometric Wealth Advisors 4 222 0,00 558 4,90
2025-08-12 13F J.w. Cole Advisors, Inc. 5 891 167,04 778 180,87
2025-07-07 13F Bangor Savings Bank 466 0,00 62 5,17
2025-08-07 13F Gryphon Financial Partners LLC 5 429 −4,37 717 0,28
2025-08-12 13F Auxano Advisors, LLC 6 323 −4,90 836 −0,24
2025-08-07 13F New England Private Wealth Advisors LLC 1 611 218
2025-08-11 13F Heritage Wealth Advisors 515 391 0,43 68 104 5,35
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-07-15 13F Retirement Income Solutions, Inc 4 548 0,00 601 4,90
2025-07-16 13F Perigon Wealth Management, LLC 2 763 0,29 365 5,19
2025-08-14 13F CoreCap Advisors, LLC 34 351 −0,01 4 539 4,90
2025-07-08 13F Ballew Advisors, Inc 6 073 0,15 819 15,35
2025-07-31 13F GLOBALT Investments LLC / GA 242 249 −2,94 32 011 1,81
2025-08-14 13F Price T Rowe Associates Inc /md/ 30 708 0,00 4 33,33
2025-07-28 13F Naviter Wealth, LLC 11 211 −1,72 1 481 3,78
2025-08-12 13F MAI Capital Management 79 110 3,75 10 454 8,83
2025-08-15 13F Captrust Financial Advisors 158 581 7,09 20 955 12,34
2025-07-21 13F Ameriflex Group, Inc. 523 0,38 69 4,62
2025-08-14 13F Tudor Investment Corp Et Al 5 287 84,34 699 93,35
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-09 13F Navigation Wealth Management, Inc. 1 845 244
2025-07-29 13F Alaska Permanent Capital Management 55 0,00 7 16,67
2025-07-03 13F First Hawaiian Bank 1 962 0,00 259 4,86
2025-07-23 13F Tectonic Advisors Llc 20 701 13,84 2 735 19,43
2025-08-14 13F Granite FO LLC 4 043 0,00 534 4,91
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 40 526 6,42 5 358 12,92
2025-07-22 13F Grimes & Company, Inc. 0 −100,00 0
2025-08-13 13F Gamco Investors, Inc. Et Al 1 535 203
2025-06-30 13F/A Deutsche Bank Ag\ 0 −100,00 0
2025-08-05 13F American Capital Advisory, LLC 220 0,00 29 7,41
2025-07-31 13F City State Bank 240 0,00 32 3,33
2025-08-14 13F Two Sigma Securities, Llc 4 810 636
2025-07-11 13F Prosperity Planning, Inc. 6 160 0,00 814 4,90
2025-07-17 13F Wolff Wiese Magana Llc 28 0,00 4 0,00
2025-08-08 13F Larson Financial Group LLC 271 −0,73 36 2,94
2025-08-05 13F Freestone Capital Holdings, LLC 5 271 −3,14 697 1,61
2025-07-21 13F Ameritas Advisory Services, LLC 5 763 −25,62 762 −22,90
2025-08-14 13F Colony Group, LLC 206 898 24,08 27 340 30,16
2025-07-25 13F Johnson Investment Counsel Inc 88 483 −6,20 11 692 −1,61
2025-08-12 13F MWA Asset Management 11 240 −6,56 1 485 −1,98
2025-07-11 13F Pinnacle Bancorp, Inc. 4 206 −0,21 556 4,72
2025-07-15 13F Unified Investment Management 1 665 0,00 220 5,26
2025-07-17 13F Oakworth Capital, Inc. 1 283 −2,66 170 1,81
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 247 0,00 33 3,23
2025-08-01 13F FSA Advisors, Inc. 2 058 272
2025-08-14 13F Peapack Gladstone Financial Corp 30 445 −0,05 4 33,33
2025-08-06 13F AE Wealth Management LLC 365 411 24,72 48 285 30,83
2025-08-14 13F Fwl Investment Management, Llc 18 0,00 2 0,00
2025-05-29 NP ACMVX - Mid Cap Value Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 414 791 −75,01 52 251 −69,83
2025-07-15 13F Norden Group Llc 10 384 0,00 1 372 4,89
2025-07-29 13F Stratos Wealth Advisors, LLC 2 290 −11,17 303 −6,79
2025-07-15 13F Smith & Howard Wealth Management, LLC 4 617 0,00 610 4,99
2025-07-24 13F Callan Family Office, LLC 11 050 6,66 1 460 11,88
2025-07-25 13F PrairieView Partners, LLC 243 0,00 0
2025-08-07 13F Cascade Financial Partners, LLC 2 797 −0,32 370 4,53
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-08-04 13F Family Wealth Group, LLC 10 123 1 338
2025-07-16 13F PFS Partners, LLC 19 0,00 3 0,00
2025-07-31 13F Leeward Investments, LLC - MA 0 −100,00 0
2025-08-13 13F Lido Advisors, LLC 343 702 2,35 45 417 7,36
2025-08-12 13F Pathstone Holdings, LLC 20 904 −33,03 2 762 −29,81
2025-07-14 13F Parkshore Wealth Management, Inc. 5 663 −13,46 748 −9,22
2025-07-31 13F Optimum Investment Advisors 516 0,00 68 4,62
2025-08-14 13F Vista Capital Partners, Inc. 2 214 293
2025-07-29 13F Harbor Asset Planning, Inc. 683 90
2025-07-22 13F Cedar Mountain Advisors, LLC 257 168 0,90 33 982 5,84
2025-08-12 13F Country Trust Bank 1 430 0,00 189 4,44
2025-08-05 13F Crestwood Advisors Group LLC 2 104 0,00 278 4,91
2025-07-31 13F Burke & Herbert Bank & Trust Co 1 620 0,00 214 4,90
2025-07-14 13F LaFleur & Godfrey LLC 1 560 206
2025-07-22 13F Belpointe Asset Management LLC 7 257 −10,53 959 −6,17
2025-08-11 13F Avantax Planning Partners, Inc. 114 285 102,94 15 102 112,87
2025-07-17 13F XML Financial, LLC 65 980 57,68 8 719 65,40
2025-08-06 13F Savant Capital, LLC 76 564 0,26 10 117 5,17
2025-07-24 13F Acima Private Wealth, Llc 2 585 0,00 342 4,92
2025-08-14 13F Hancock Whitney Corp 3 585 13,27 474 18,84
2025-08-11 13F Lowe Brockenbrough & Co Inc 3 064 −37,01 405 −33,99
2025-08-08 13F Hartland & Co., LLC 85 715 −0,26 11 326 4,63
2025-08-14 13F Connecticut Wealth Management, LLC 27 609 0,00 3 648 4,92
2025-08-14 13F BancorpSouth Bank 7 628 −0,21 1 008 4,68
2025-07-15 13F Main Street Group, LTD 4 0,00 1
2025-08-14 13F STAR Financial Bank 8 687 −9,24 1 148 −4,81
2025-08-28 NP New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 22 836 541,46 3 018 573,44
2025-08-06 13F New Millennium Group LLC 27 −52,63 4 −57,14
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 20 472 2 579
2025-08-11 13F United Advisor Group, LLC 2 331 308
2025-07-21 13F Crews Bank & Trust 253 0,00 33 6,45
2025-07-22 13F Noble Family Wealth, LLC 17 213 −18,30 2 275 −14,32
2025-07-23 13F Trifecta Capital Advisors, LLC 220 0,00 29 7,41
2025-07-08 13F Lpwm Llc 221 668 4,57 29 291 9,70
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 7 301 −2,58 965 2,23
2025-07-11 13F Farther Finance Advisors, LLC 4 994 −18,92 660 −15,19
2025-08-07 13F 1st Source Bank 3 802 0,00 502 5,02
2025-07-29 13F Angeles Wealth Management, Llc 22 3
2025-08-13 13F Brown Advisory Inc 22 189 −1,81 2 932 3,02
2025-08-13 13F Summit Wealth Group Llc / Co 17 111 2 261
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 42 400 −8,03 5 205 −15,56
2025-07-28 13F Revolve Wealth Partners, LLC 6 133 −4,77 810 −0,12
2025-08-08 13F Bailard, Inc. 6 909 0,00 913 4,83
2025-08-05 13F Mission Wealth Management, Lp 2 307 −0,82 305 4,11
2025-07-30 13F Sonata Capital Group Inc 8 972 0,91 1 0,00
2025-08-12 13F Steward Partners Investment Advisory, Llc 123 104 3,10 16 267 8,14
2025-06-25 NP SPRAX - Pgim Qma Mid-cap Value Fund Class A 5 000 150,00 614 129,59
2025-07-16 13F Lloyd Advisory Services, LLC. 3 066 20,14 405 26,17
2025-07-29 13F Activest Wealth Management 95 0,00 12 9,09
2025-05-14 13F Zacks Investment Management 0 −100,00 0
2025-07-21 13F Corundum Group, Inc. 49 998 2,42 6 607 7,43
2025-08-14 13F Betterment LLC 1 639 610 −4,16 217 0,47
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 1 988 0,00 263 4,80
2025-07-23 13F First Merchants Corp 37 828 1,69 4 999 6,68
2025-08-14 13F Silvercrest Asset Management Group Llc 3 826 0,00 506 4,99
2025-07-14 13F Sowell Financial Services LLC 8 157 96,51 1 078 106,32
2025-07-02 13F Marotta Asset Management 1 617 −14,98 214 −15,14
2025-07-30 13F Rehmann Capital Advisory Group 12 195 −1,67 1 612 3,14
2025-08-05 13F Centennial Bank/AR/ 4 483 −37,10 592 −34,00
2025-08-06 13F SOUTH STATE Corp 1 785 −5,51 236 −0,84
2025-08-14 13F First Citizens Asset Management, Inc. 140 151 7,04 18 520 12,28
2025-08-14 13F Glen Eagle Advisors, LLC 264 0,00 35 3,03
2025-08-13 13F American Money Management, LLC 1 690 −14,73 223 −10,44
2025-08-15 13F Northeast Financial Consultants Inc 27 828 0,00 3 677 4,91
2025-07-15 13F Ballentine Partners, LLC 16 170 0,06 2 137 4,96
2025-08-12 13F BlackRock, Inc. 18 663 1,73 2 466 6,71
2025-04-16 13F Everpar Advisors Llc 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 18 100 2 392
2025-07-15 13F Fifth Third Bancorp 119 792 −8,23 15 829 −3,73
2025-07-25 13F Allspring Global Investments Holdings, LLC 20 799 −15,28 2 782 −10,23
2025-07-17 13F Alpine Bank Wealth Management 15 170 0,00 2 005 4,92
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 1 661 −3,99 219 0,92
2025-08-14 13F Dagco, Inc. 2 866 −10,10 379 −5,74
2025-08-06 13F Legacy Investment Solutions, LLC 249 0,00 33 −3,03
2025-08-06 13F Atlantic Union Bankshares Corp 4 323 571
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 193 −23,41 24 −25,00
2025-08-13 13F EverSource Wealth Advisors, LLC 4 759 −63,13 629 −61,35
2025-08-11 13F NewEdge Wealth, LLC 41 052 3,24 5 497 9,76
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 2 035 0,00 269 4,69
2025-08-04 13F IFG Advisory, LLC 2 586 0,00 342 4,92
2025-08-06 13F Anchor Capital Advisors Llc 193 925 49,21 25 625 56,53
2025-08-08 13F Accredited Investors Inc. 67 108 −9,55 8 868 −5,13
2025-07-11 13F Thomasville National Bank 6 191 −8,55 818 −3,99
2025-07-17 13F Stephens Group Asset Management, Llc 743 919 4,61 98 301 9,74
2025-07-28 13F Private Wealth Asset Management, LLC 23 069 −4,13 3 048 0,56
2025-08-13 13F Summit Financial, LLC 6 535 5,95 864 11,21
2025-08-07 13F Parkside Financial Bank & Trust 3 897 5,61 515 10,78
2025-07-11 13F Harbour Capital Advisors, LLC 6 150 0,00 827 11,16
2025-07-11 13F Skyline Advisors, Inc. 3 985 0,30 527 5,20
2025-07-24 13F KC Investment Advisors, LLC 2 698 −6,09 357 −1,39
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0
2025-08-05 13F Sigma Planning Corp 21 334 −0,72 2 819 4,18
2025-08-08 13F Firestone Capital Management 2 960 0,00 391 5,11
2025-08-14 13F City National Bank Of Florida /msd 2 500 0,00 330 5,10
2025-08-12 13F Argent Trust Co 2 181 3,76 288 9,09
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-14 13F Qube Research & Technologies Ltd 79 10
2025-07-16 13F Holland Advisory Services, Inc. 3 101 0,39 410 5,14
2025-07-28 13F Perfromance Wealth Partners, LLC 12 328 −10,16 1 629 −5,73
2025-07-29 13F Sigma Investment Counselors Inc 1 723 0,00 228 4,61
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 34 0,00 4 0,00
2025-05-15 13F CAPROCK Group, Inc. 2 114 266
2025-08-11 13F Bellwether Advisors, LLC 9 −99,99 1 −99,99
2025-07-30 13F D.a. Davidson & Co. 11 896 −5,29 1 572 −0,70
2025-08-08 13F Fiera Capital Corp 1 663 0,00 220 4,78
2025-08-13 13F Northern Trust Corp 174 660 −1,59 23 080 3,23
2025-08-12 13F Proequities, Inc. 0 0
2025-07-16 13F Five Oceans Advisors 7 138 −0,35 943 4,55
2025-07-21 13F TFG Advisers LLC 2 679 0,26 354 5,36
2025-07-07 13F Trust Co 717 0,00 95 4,44
2025-07-24 13F Cyndeo Wealth Partners, LLC 0 −100,00 0
2025-07-31 13F Whipplewood Advisors, LLC 0 −100,00 0
2025-08-14 13F EP Wealth Advisors, Inc. 37 317 −2,96 4 931 1,80
2025-08-14 13F Widmann Financial Services, Inc. 24 511 4,66 3 239 9,76
2025-07-25 13F Cwm, Llc 72 242 4,84 10 12,50
2025-07-15 13F Home Federal Bank Of Tennessee 8 599 −36,86 1 136 −33,76
2025-08-05 13F Elm Partners Management LLC 1 903 −41,07 251 −38,18
2025-08-06 13F Simmons Bank 3 724 4,23 492 9,33
2025-07-28 13F Duncker Streett & Co Inc 961 0,00 127 4,13
2025-04-17 13F Montecito Bank & Trust 1 891 0,00 238 −2,46
2025-08-04 13F One Day In July LLC 5 117 −0,99 676 3,84
2025-07-08 13F 21 West Wealth Management LLC 3 422 452
2025-08-14 13F Prestige Wealth Management Group LLC 1 093 0,00 144 5,11
2025-07-28 13F Rosenberg Matthew Hamilton 37 5
2025-08-18 13F Front Row Advisors LLC 109 0,00 14 7,69
2025-08-05 13F BCGM Wealth Management, LLC 2 272 −11,46 300 −7,12
2025-07-30 13F Wedgewood Investors Inc /pa/ 7 292 −0,74 964 4,11
2025-04-02 13F Marcum Wealth, LLC 4 770 −0,71 601 −3,38
2025-08-14 13F Glenmede Investment Management, LP 30 356 4 011
2025-08-12 13F Choate Investment Advisors 295 −92,07 39 −91,88
2025-08-13 13F Transce3nd, LLC 3 676 37,42 486 44,35
2025-07-18 13F First United Bank Trust/ 3 096 −19,29 409 −15,32
2025-07-31 13F Fiduciary Wealth Partners, LLC 2 591 342
2025-07-31 13F Buckingham Strategic Partners 39 187 −1,65 5 178 3,17
2025-07-08 13F Baker Ellis Asset Management LLC 3 517 0,00 465 4,74
2025-07-08 13F Parallel Advisors, LLC 9 890 68,80 1 307 76,96
2025-08-19 13F Anchor Investment Management, LLC 1 305 0,00 172 4,88
2025-08-06 13F Rialto Wealth Management, LLC 1 340 0,00 177 5,36
2025-07-31 13F Guardian Asset Advisors, LLC 3 961 0,03 524 4,81
2025-08-06 13F Wedbush Securities Inc 0 −100,00 0
2025-07-30 13F First Citizens Bank & Trust Co 2 618 967 −0,10 346 070 4,79
2025-08-08 13F Kingsview Wealth Management, LLC 10 843 −1,94 1 433 2,87
2025-07-24 13F Eastern Bank 660 0,00 87 4,82
2025-07-31 13F Sequent Asset Management, LLC 15 536 0,00 2 053 4,85
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-14 13F GWM Advisors LLC 59 905 11,18 7 916 16,62
2025-08-15 13F Kestra Advisory Services, LLC 150 025 −16,00 19 824 −11,88
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-13 13F Holos Integrated Wealth LLC 767 0,00 103 6,25
2025-08-14 13F Aqr Capital Management Llc 7 186 −11,06 950 −6,69
2025-08-12 13F/A Cozad Asset Management Inc 8 988 5,49 1 188 10,62
2025-05-09 13F Delta Financial Group, Inc. 2 039 0,20 0
2025-07-24 13F Insight Inv LLC 1 970 0,00 260 4,84
2025-07-29 13F Stratos Wealth Partners, LTD. 12 525 −1,74 1 655 3,12
2025-07-09 13F Affinity Capital Advisors, LLC 11 066 0,00 1 462 12,81
2025-07-28 13F Davidson Trust Co 2 810 0,00 371 5,10
2025-08-07 13F Ibex Wealth Advisors 1 678 222
2025-05-14 13F Venture Visionary Partners LLC 0 −100,00 0 −100,00
2025-05-15 13F Vivaldi Capital Management, LLC 0 −100,00 0
2025-08-08 13F Tortoise Investment Management, LLC 263 0,00 35 3,03
2025-08-08 13F Citizens Financial Group Inc/ri 2 421 26,56 320 32,92
2025-08-13 13F Gateway Wealth Partners, LLC 2 996 396
2025-07-31 13F Briaud Financial Planning, Inc 100 0,00 0
2025-08-12 13F Private Management Group Inc 7 735 5,58 1 022 10,85
2025-07-16 13F Builder Investment Group Inc /adv 2 571 0,00 340 4,95
2025-07-29 13F Aspiriant, Llc 4 950 101,38 654 111,65
2025-07-30 13F Cullen/frost Bankers, Inc. 5 859 16,57 774 22,27
2025-08-14 13F Ieq Capital, Llc 4 475 −4,65 591 0,00
2025-08-07 13F Nwam Llc 2 733 30,20 370 40,15
2025-08-14 13F Smartleaf Asset Management LLC 0 −100,00 0
2025-07-24 13F Blair William & Co/il 24 399 −0,53 3 224 4,37
2025-08-04 13F Lathrop Investment Management Corp 1 781 0,00 0
2025-08-04 13F Atria Investments Llc 18 749 −14,97 2 477 −10,80
2025-08-07 13F Fidelis Capital Partners, LLC 26 361 2,86 3 527 13,01
2025-07-10 13F Kmg Fiduciary Partners, Llc 50 336 5,14 6 651 10,30
2025-08-13 13F Nicolet Advisory Services, Llc 2 711 −62,70 360 −57,04
2025-07-25 13F Atria Wealth Solutions, Inc. 14 266 −51,99 1 892 −49,47
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 61 0,00 8 14,29
2025-07-17 13F Beacon Capital Management, LLC 492 −11,83 65 −8,57
2025-07-29 13F Mb, Levis & Associates, Llc 119 0,00 16 7,14
2025-07-01 13F Harbor Investment Advisory, Llc 23 644 0,00 3 124 4,90
2025-07-31 13F Wealthfront Advisers Llc 12 181 13,52 1 610 19,10
2025-08-13 13F River Wealth Advisors LLC 1 869 0,00 247 4,68
2025-08-01 13F Zhang Financial LLC 3 896 10,43 515 15,77
2025-08-13 13F Quadrant Capital Group Llc 14 474 0,00 1 913 4,88
2025-05-07 13F Woodard & Co Asset Management Group Inc /adv 0 −100,00 0
2025-08-14 13F Becker Capital Management Inc 2 505 0,04 331 5,08
2025-05-02 13F Welch & Forbes Llc 0 −100,00 0
2025-08-04 13F Keybank National Association/oh 201 451 −0,47 26 620 4,40
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 27 0,00 4 0,00
2025-08-05 13F Cassaday & Co Wealth Management LLC 976 963 0,49 129 096 5,41
2025-07-07 13F Horizons Wealth Management 279 0,00 37 2,86
2025-08-14 13F Bank Of America Corp /de/ 3 759 738 0,44 496 812 5,36
2025-08-06 13F Adviser Investments LLC 27 820 0,16 3 676 5,09
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 3 849 522
2025-08-04 13F Hantz Financial Services, Inc. 117 −24,03 0
2025-04-17 13F Life Planning Partners, Inc 0 −100,00 0 −100,00
2025-08-08 13F Meridian Wealth Management, LLC 8 830 −5,25 1 167 −0,60
2025-08-04 13F UNIVEST FINANCIAL Corp 0 −100,00 0
2025-05-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 36 030 4 539
2025-07-02 13F Dentgroup LLC 0 −100,00 0
2025-07-25 13F Midwest Capital Advisors, LLC 905 0,00 120 4,39
2025-05-15 13F White Knight Strategic Wealth Advisors, LLC 0 −100,00 0
2025-07-23 13F Joel Isaacson & Co., LLC 2 343 −3,10 310 1,64
2025-08-07 13F Sound View Wealth Advisors Group, LLC 7 253 0,00 958 4,93
2025-08-28 NP VETAX - Victory Sycamore Established Value Fund Class A 910 000 0,00 120 247 4,90
2025-08-07 13F Allworth Financial LP 4 223 30,22 558 41,27
2025-07-09 13F Dynamic Advisor Solutions LLC 1 675 −1,30 221 3,76
2025-08-07 13F FDx Advisors, Inc. 2 298 −6,85 0
2025-08-08 13F Financial Gravity Companies, Inc. 170 −36,09 22 −35,29
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2 664 10,26 352 15,79
2025-05-01 13F Schechter Investment Advisors, LLC 4 885 0,00 615 −2,54
2025-08-29 13F Centaurus Financial, Inc. 1 250 0,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 12 963 −76,30 1 633 −76,93
2025-08-14 13F First Foundation Advisors 15 653 22,49 2 068 28,53
2025-08-12 13F Laurel Wealth Advisors LLC 32 771 13 114,11 0 −100,00
2025-04-11 13F Reinhart Partners, Inc. 0 −100,00 0
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 113 0,00 15 0,00
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 7 260 13,92 983 31,77
2025-08-11 13F Regal Investment Advisors LLC 2 067 2,07 273 7,06
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 27 975 3 697
2025-04-30 13F Linden Thomas Advisory Services, LLC 0 −100,00 0 −100,00
2025-07-25 13F Concurrent Investment Advisors, LLC 2 888 81,64 382 90,50
2025-07-09 13F Reyes Financial Architecture, Inc. 0 −100,00 0
2025-07-22 13F Warwick Investment Management, Inc. 8 133 0,64 1 075 5,60
2025-08-14 13F Mml Investors Services, Llc 62 213 −3,85 8 0,00
2025-08-07 13F Evoke Wealth, Llc 6 056 19,38 800 25,20
2025-08-06 13F Wsfs Capital Management, Llc 2 871 13,34 379 18,81
2025-07-14 13F AdvisorNet Financial, Inc 5 648 −69,39 746 −67,90
2025-07-18 13F Trilogy Capital Inc. 3 085 −1,56 408 3,30
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 6 629 −2,17 876 2,58
2025-07-17 13F Enclave Advisors LLC 3 761 0,00 497 4,86
2025-08-11 13F Mosaic Family Wealth Partners, Llc 7 393 51,12 977 58,44
2025-08-13 13F My Purposeful Wealth Corp. 4 597 35,44 615 44,03
2025-08-19 13F Advisory Services Network, LLC 16 877 50,20 2 271 60,49
2025-07-28 13F BRYN MAWR TRUST Co 8 716 0,26 1 152 5,11
2025-07-08 13F Arlington Trust Co LLC 53 −79,05 7 −77,42
2025-08-28 NP POCAX - Aristotle Portfolio Optimization Moderate Fund Class A 180 015 69,70 23 787 78,01
2025-07-22 13F Merit Financial Group, LLC 14 221 −28,25 1 879 −24,72
2025-07-09 13F Westmount Partners, LLC 3 258 0,00 431 4,88
2025-08-14 13F Bnp Paribas Arbitrage, Sa 248 581 397,16 32 847 421,55
2025-08-14 13F Matrix Private Capital Group Llc 896 646,67 118 686,67
2025-04-23 13F TigerOak Management, L.L.C. 0 −100,00 0
2025-07-09 13F Alesco Advisors Llc 5 040 0,00 666 4,89
2025-07-15 13F Cordant, Inc. 5 042 0,00 666 4,88
2025-05-14 13F Susquehanna International Group, Llp Put 0 −100,00 0 −100,00
2025-07-24 13F Drucker Wealth 3.0, LLC 3 437 −2,14 463 4,75
2025-08-11 13F HighTower Advisors, LLC 217 781 −2,11 28 778 2,68
2025-08-13 13F Peloton Wealth Strategists 14 078 1,24 2 0,00
2025-08-19 13F Cape Investment Advisory, Inc. 2 097 −4,46 277 0,36
2025-07-15 13F Total Wealth Planning, Llc 3 852 8,14 509 13,39
2025-07-15 13F Mather Group, Llc. 37 415 −0,06 4 944 4,81
2025-07-24 13F Robertson Stephens Wealth Management, LLC 4 500 0,16 595 4,95
2025-07-31 13F Brighton Jones Llc 19 957 1,69 2 637 6,67
2025-08-07 13F Resources Investment Advisors, LLC. 0 −100,00 0
2025-08-12 13F SRS Capital Advisors, Inc. 142 176 1 986,22 19 436 2 165,27
2025-05-01 13F Q3 Asset Management 0 −100,00 0
2025-08-11 13F FSA Wealth Management LLC 110 646 −3,18 14 621 1,56
2025-08-13 13F Allegheny Financial Group LTD 8 904 9,64 1 177 14,96
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-08-05 13F Fourth Dimension Wealth, LLC 119 0,00 16 7,14
2025-07-16 13F ORG Wealth Partners, LLC 121 0,00 16 6,67
2025-08-14 13F Eight 31 Financial Llc 4 104 0,00 542 5,04
2025-07-17 13F/A Capital Investment Advisors, LLC 3 309 5,01 437 10,35
2025-08-01 13F Bessemer Group Inc 15 034 −0,61 2 0,00
2025-08-13 13F Rsm Us Wealth Management Llc 17 791 −2,73 2 351 2,00
2025-05-22 NP IASAX - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 11 428 1 440
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-11 13F Annex Advisory Services, LLC 4 901 26,64 648 32,85
2025-07-23 13F Cohen Capital Management, Inc. 2 521 0,12 333 5,05
2025-08-04 13F Field & Main Bank 134 −10,67 18 −5,56
2025-08-25 13F/A Neuberger Berman Group LLC 2 669 −6,68 353 −2,22
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 7 850 0,00 1 037 4,96
2025-04-10 13F Secure Asset Management, LLC 0 −100,00 0 −100,00
2025-08-19 13F Asset Dedication, LLC 611 0,00 81 5,26
2025-08-14 13F Talon Private Wealth, LLC 258 34
2025-07-22 13F Olistico Wealth, LLC 824 0,12 109 4,85
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0 −100,00
2025-07-24 13F MSH Capital Advisors LLC 23 777 2,13 3 142 7,13
2025-07-31 13F Sage Mountain Advisors LLC 1 842 198,06 243 215,58
2025-07-23 13F Peak Financial Management, Inc. 2 100 0,00 277 4,92
2025-08-11 13F Insight 2811, Inc. 10 248 0,32 1 354 5,29
2025-08-06 13F Thompson Siegel & Walmsley Llc 119 678 −30,43 16 −28,57
2025-07-16 13F Cahaba Wealth Management, Inc. 3 966 −18,06 524 −13,96
2025-08-12 13F Financial Advocates Investment Management 2 091 −28,12 276 −24,59
2025-08-12 13F Putnam Fl Investment Management Co 3 374 −21,81 446 −18,05
2025-07-31 13F Oak Harbor Wealth Partners, Llc 862 0,00 114 4,63
2025-08-11 13F Resurgent Financial Advisors LLC 0 −100,00 0
2025-08-14 13F MidWestOne Financial Group, Inc. 1 650 −1,14 218 3,81
2025-05-15 13F WPG Advisers, LLC 0 −100,00 0 −100,00
2025-07-22 13F Wealthcare Advisory Partners LLC 8 980 12,83 1 187 18,36
2025-08-04 13F Northwest Financial Advisors 2 052 −3,16 271 1,88
2025-07-11 13F BTC Capital Management, Inc. 2 619 0,00 346 5,17
2025-07-24 13F Financial Connections Group, Inc. 517 0,00 0
2025-08-13 13F SMART Wealth LLC 2 360 27,29 312 33,48
2025-07-18 13F Bartlett & Co. Wealth Management Llc 82 137 −1,77 10 854 3,05
2025-08-08 13F Cetera Investment Advisers 335 123 2,66 44 283 7,69
2025-07-23 13F Stonegate Investment Group, LLC 12 672 1,13 1 674 6,08
2025-08-28 NP PODCX - Aristotle Portfolio Optimization Growth Fund Class C 287 718 48,75 38 019 56,04
2025-08-06 13F Modera Wealth Management, LLC 48 412 0,07 6 397 4,97
2025-08-13 13F RPg Family Wealth Advisory, LLC 11 535 27,91 1 524 34,27
2025-08-14 13F Susquehanna International Group, Llp Call 12 200 84,85 1 612 93,98
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-08 13F Investment Partners, Ltd. 37 639 10,20 4 974 15,60
2025-08-13 13F MONECO Advisors, LLC 1 937 0,00 256 4,51
2025-08-11 13F Cramer Rosenthal Mcglynn Llc 5 750 760
2025-04-08 13F Retirement Wealth Solutions LLC 0 −100,00 0
2025-08-14 13F Fmr Llc 1 970 409 −0,89 260 370 3,96
2025-08-11 13F United Capital Financial Advisers, Llc 8 231 −2,48 1 088 2,26
2025-07-28 13F Mutual Advisors, LLC 9 214 23,99 1 266 39,78
2025-08-13 13F Nicolet Bankshares Inc 7 292 175,79 964 189,19
2025-08-07 13F Commerce Bank 2 087 646 −5,76 275 862 −1,15
2025-08-14 13F Modern Wealth Management, LLC 2 563 25,88 339 32,03
2025-08-07 13F Nuance Investments, Llc 15 045 −84,49 1 988 −83,73
2025-08-05 13F Next Capital Management LLC 2 030 268
2025-07-16 13F Highline Wealth Partners Llc 128 0,79 17 0,00
2025-07-29 13F First Bancorp, Inc /ME/ 3 000 0,00 396 5,04
2025-07-30 13F Brookstone Capital Management 9 294 91,08 1 228 100,65
2025-07-31 13F CVA Family Office, LLC 111 0,00 15 7,69
2025-08-08 13F Avantax Advisory Services, Inc. 55 042 −16,44 7 273 −12,34
2025-08-11 13F Pineridge Advisors LLC 1 232 18,58 163 24,62
2025-07-17 13F Global Trust Asset Management, LLC 636 −23,92 84 −20,00
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 34 605 19,50 4 573 25,36
2025-07-11 13F Caldwell Securities, Inc 65 0,00 9 0,00
2025-07-23 13F High Note Wealth, LLC 1 037 0,00 137 5,38
2025-07-31 13F United Community Bank 541 0,00 71 4,41
2025-08-12 13F Peachtree Investment Partners, LLC 192 0,52 25 4,17
2025-08-14 13F Wellington Management Group Llp 0 −100,00 0
2025-07-23 13F Intergy Private Wealth, LLC 7 015 −1,13 927 3,70
2025-07-16 13F Essex Financial Services, Inc. 4 516 0,11 597 4,93
2025-08-04 13F Partners in Financial Planning 2 910 0,03 385 4,92
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 565 −2,00 0
2025-05-15 13F C M Bidwell & Associates Ltd 0 −100,00 0
2025-07-16 13F Amarillo National Bank 22 592 0,00 2 985 4,92
2025-08-05 13F Cherry Tree Wealth Management, LLC 2 791 0,00 369 4,84
2025-07-30 13F Whittier Trust Co Of Nevada Inc 17 711 1,24 2 340 6,22
2025-08-06 13F SNS Financial Group, LLC 1 878 0,00 248 5,08
2025-08-12 13F Prudential Financial Inc 0 −100,00 0
2025-07-14 13F Argentarii, LLC 1 945 −2,56 257 2,39
2025-07-15 13F MCF Advisors LLC 6 446 0,02 852 4,93
2025-08-11 13F Rockbridge Investment Management, LCC 3 101 0,00 410 4,87
2025-07-15 13F GSB Wealth Management, LLC 1 927 0,36 255 5,39
2025-08-15 13F Kestra Investment Management, LLC 1 108 0,00 140 0,00
2025-07-24 13F Ronald Blue Trust, Inc. 2 252 111,06 298 121,64
2025-08-07 13F Allen Investment Management LLC 3 231 0,00 427 4,67
2025-07-22 13F Dougherty Wealth Advisers LLC 1 065 −80,33 141 −79,47
2025-07-22 13F Miracle Mile Advisors, LLC 4 220 32,29 558 38,90
2025-07-23 13F 1 North Wealth Services Llc 1 0,00 0
2025-08-14 13F IHT Wealth Management, LLC 5 897 5,66 779 10,81
2025-07-30 13F Roman Butler Fullerton & Co 2 760 28,37 379 49,21
2025-09-11 NP COMMERCE FUNDS - The MidCap Value Fund Shares 9 000 0,00 1 211 9,69
2025-08-11 13F Private Advisor Group, LLC 51 987 −0,65 6 870 4,22
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 71 318 0,28 9 424 5,19
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 37 468 4,26 5 0,00
2025-08-14 13F Boston Private Wealth Llc 278 757 36 835
2025-08-11 13F Mill Creek Capital Advisors, LLC 55 749 0,00 7 367 4,90
2025-05-05 13F Wealth Alliance 0 −100,00 0
2025-07-10 13F Fulton Bank, N.a. 2 839 28,23 375 34,89
2025-08-14 13F Financial Engines Advisors L.L.C. 20 646 26,38 2 728 32,56
2025-08-01 13F Transcend Wealth Collective, Llc 15 087 67,39 1 994 75,59
2025-08-05 13F Plante Moran Financial Advisors, LLC 1 840 2,28 243 7,52
2025-04-14 13F WFA Asset Management Corp 0 −100,00 0 −100,00
2025-08-07 13F Midwest Trust Co 25 341 3 349
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 10 232 −4,68 1 352 0,00
2025-03-28 NP CHTTX - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 0 −100,00 0 −100,00
2025-08-18 13F Geneos Wealth Management Inc. 21 393 7,37 2 827 12,63
2025-08-06 13F Stonebridge Financial Planning Group, LLC 5 544 −0,82 733 3,98
2025-07-14 13F Ridgewood Investments LLC 612 0,00 81 3,90
2025-08-01 13F Envestnet Asset Management Inc 836 341 19,05 110 514 24,88
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-14 13F Farmers & Merchants Investments Inc 43 589 −0,39 5 760 4,48
2025-08-01 13F First Command Advisory Services, Inc. 1 489 17,80 197 23,27
2025-08-11 13F FineMark National Bank & Trust 10 063 −24,86 1 330 −21,17
2025-07-16 13F Magnus Financial Group LLC 2 518 0,16 333 5,06
2025-08-13 13F Victory Capital Management Inc 943 296 1,31 124 647 6,27
2025-07-29 13F Financial Guidance Group, Inc. 9 739 −1,57 1 287 3,21
2025-08-14 13F Ruggaard & Associates LLC 2 057 0,00 272 4,63
2025-08-05 13F Hapanowicz & Associates Financial Services, Inc 24 749 −2,21 3 270 2,60
2025-08-08 13F Empower Advisory Group, LLC 1 544 −20,54 204 −16,39
2025-08-13 13F Congress Wealth Management LLC / DE / 14 562 37,64 1 924 43,90
2025-08-14 13F Goldman Sachs Group Inc 134 266 0,89 17 742 5,83
2025-08-04 13F Pinnacle Associates Ltd 3 233 −2,09 427 2,89
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-07-11 13F/A Umb Bank N A/mo 78 233 −8,65 10 338 −4,18
2025-08-05 13F Huntington National Bank 2 052 6,43
2025-07-30 13F Bleakley Financial Group, LLC 45 364 −2,26 5 994 2,53
2025-08-11 13F Rahlfs Capital, Llc 1 850 0,00 244 4,72
2025-08-11 13F HHM Wealth Advisors, LLC 493 532,05 65 622,22
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-21 13F Qrg Capital Management, Inc. 2 455 −41,00 324 −38,17
2025-07-28 13F Stegner Investment Associates Inc. 5 514 −5,89 729 −1,36
2025-08-06 13F First Horizon Advisors, Inc. 82 810 7,06 10 943 12,31
2025-07-22 13F DAVENPORT & Co LLC 6 485 44,69 857 51,77
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-13 13F Parkworth Wealth Management, Inc. 1 463 0,34 193 5,46
2025-07-24 13F Us Bancorp \de\ 2 284 750 −47,54 301 907 −44,97
2025-08-05 13F Tiaa Trust, National Association 3 393 013 0,34 448 338 5,25
2025-08-01 13F Biltmore Family Office, LLC 396 0,00 52 6,12
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 2 808 −20,00 371 −16,06
2025-08-01 13F Rossby Financial, LCC 611 5,16 81 14,29
2025-07-07 13F Nova Wealth Management, Inc. 252 0,00 33 6,45
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 2 775 076 −29,65 366 699 −26,20
2025-07-21 13F Ascent Group, LLC 27 789 −36,70 3 672 −33,59
2025-08-13 13F Dana Investment Advisors, Inc. 0 −100,00 0
2025-08-14 13F Windsor Advisory Group, LLC 270 0,00 36 2,94
2025-08-05 13F Westside Investment Management, Inc. 200 108,33 27 116,67
2025-08-08 13F ERTS Wealth Advisors, LLC 9 505 −2,79 1 256 2,03
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 77 0,00 10 11,11
2025-07-15 13F North Star Investment Management Corp. 494 0,00 65 4,84
2025-07-15 13F Td Private Client Wealth Llc 9 318 −8,22 1 231 −3,68
2025-07-23 13F Family Legacy, Inc. 2 407 −0,91 318 4,26
2025-08-14 13F Operose Advisors LLC 465 0,00 61 5,17
2025-07-30 13F Evermay Wealth Management Llc 107 0,00 14 7,69
2025-08-01 13F Ashton Thomas Private Wealth, LLC 11 757 −29,65 1 554 −26,22
2025-08-14 13F Mariner, LLC 283 402 1,08 37 432 6,05
2025-08-04 13F Assetmark, Inc 6 169 20,87 815 26,95
2025-07-29 13F Salomon & Ludwin, LLC 40 0,00 5 0,00
2025-07-30 13F Eqis Capital Management, Inc. 14 679 −0,58 1 940 4,30
2025-08-15 13F Earnest Partners Llc 64 611 −8,04 8 538 −3,54
2025-07-18 13F Arcadia Wealth Management, LLC 5 540 15,75 732 21,59
2025-07-25 13F NorthRock Partners, LLC 7 549 29,29 998 35,65
2025-08-19 13F National Asset Management, Inc. 9 932 −44,53 1 312 −43,33
2025-09-04 13F/A Advisor Group Holdings, Inc. 231 764 38,31 30 329 43,63
2025-08-11 13F One Capital Management, LLC 255 878 −15,71 33 812 −11,58
2025-07-22 13F Powell Investment Advisors, LLC 53 335 3,87 7 048 8,95
2025-07-28 13F Bridges Investment Management Inc 30 048 0,00 3 971 4,89
2025-08-12 13F Kimelman & Baird, LLC 284 0,00 38 5,71
2025-08-13 13F Level Four Advisory Services, Llc 1 741 0,23 230 5,50
2025-07-18 13F Chelsea Counsel Co 42 0,00 6 0,00
2025-08-12 13F Archer Investment Corp 524 0,00 69 4,55
2025-08-14 13F Evergreen Capital Management Llc 96 789 5,50 12 790 10,67
2025-07-29 13F Liberty Square Wealth Partners Llc 2 662 −22,64 352 −18,94
2025-08-14 13F Wells Fargo & Company/mn 3 800 341 0,28 502 177 5,19
2025-08-19 13F Newbridge Financial Services Group, Inc. 0 −100,00 0
2025-07-23 13F Country Club Bank /gfn 9 658 −0,77 1 270 4,35
2025-08-12 13F O'shaughnessy Asset Management, Llc 2 490 −4,56 329 0,30
2025-08-12 13F Founders Financial Alliance, LLC 60 −89,51 8 −90,28
2025-07-09 13F Pallas Capital Advisors LLC 3 636 −12,66 480 −8,40
2025-08-12 13F Franklin Resources Inc 7 043 −45,84 931 −43,22
2025-04-29 13F Forte Asset Management Llc 0 −100,00 0
2025-08-05 13F GHP Investment Advisors, Inc. 1 797 0,00 237 4,87
2025-07-24 13F Galvin, Gaustad & Stein, LLC 1 591 0,13 210 5,00
2025-08-11 13F Blue Bell Private Wealth Management, Llc 556 0,00 73 4,29
2025-08-12 13F one8zero8, LLC 65 0,00 9 0,00
2025-08-08 13F Avalon Trust Co 1 221 161
2025-08-08 13F Truepoint, Inc. 6 557 −24,25 866 −20,55
2025-07-09 13F Goelzer Investment Management, Inc. 16 148 −2,10 2 134 2,70
2025-08-11 13F Edgemoor Investment Advisors, Inc. 1 770 0,00 234 4,93
2025-08-13 13F Cerity Partners LLC 16 376 −3,56 2 167 1,26
2025-08-04 13F Daymark Wealth Partners, Llc 1 831 0,55 242 5,24
2025-08-11 13F Theory Financial Llc 2 293 0,00 309 6,94
2025-08-01 13F Koss-Olinger Consulting, LLC 8 256 −1,50 1 091 3,22
2025-08-12 13F Bokf, Na 94 444 0,06 12 480 4,95
2025-08-08 13F Compass Financial Services Inc 4 1
2025-08-14 13F Aft, Forsyth & Company, Inc. 2 062 −9,04 272 −4,56
2025-07-22 13F Woodmont Investment Counsel Llc 3 201 −14,18 423 −10,02
2025-07-15 13F FLP Wealth Management, LLC 1 734 12,02 218 9,00
2025-08-06 13F Vantage Financial Partners, LLC 2 618 −1,98 346 2,68
2025-08-07 13F Zions Bancorporation, National Association /ut/ 968 256 −19,63 127 945 −15,69
2025-08-13 13F WCG Wealth Advisors LLC 12 281 −11,35 1 623 −7,05
2025-07-11 13F Busey Wealth Management 4 184 −26,39 553 −22,91
2025-07-21 13F Ntv Asset Management Llc 2 626 0,00 347 5,15
2025-07-28 13F Fairman Group, LLC 340 107,32 45 109,52
2025-04-25 13F Arbor Investment Advisors, LLC 0 −100,00 0
2025-08-11 13F Bell Investment Advisors, Inc 6 0,00 1
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-07-16 13F Brown, Lisle/cummings, Inc. 516 0,00 68 4,62
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 416 275 −5,49 55 007 −0,87
2025-08-13 13F SageView Advisory Group, LLC 10 569 −31,18 1 444 −25,39
2025-07-23 13F Kingswood Wealth Advisors, Llc 1 914 253
2025-05-09 13F TD Waterhouse Canada Inc. 0 −100,00 0
2025-07-01 13F Private Client Services, Llc 3 009 −1,80 398 3,12
2025-07-10 13F Anderson Hoagland & Co 3 100 0,00 410 19,59
2025-07-10 13F Legacy Financial Strategies, LLC 2 070 0,00 274 5,00
2025-08-12 13F American Century Companies Inc 0 −100,00 0
2025-07-24 13F Trust Co Of Toledo Na /oh/ 251 33
2025-08-13 13F Kilter Group LLC 7 1
2025-08-18 13F/A National Bank Of Canada /fi/ 3 655 −0,68 483 4,10
2025-08-01 13F Motco 87 0,00 12 10,00
2025-08-13 13F Bare Financial Services, Inc 784 0,00 104 5,10
2025-08-11 13F Principal Securities, Inc. 15 198 −3,61 2 008 −1,52
2025-08-14 13F CoreFirst Bank & Trust 865 114
2025-08-13 13F TradeLink Capital LLC 0 −100,00 0
2025-09-03 13F American Trust 11 393 169,59 1 505 182,89
2025-07-24 13F IFP Advisors, Inc 7 510 −2,32 992 2,48
2025-08-14 13F Financial Advisory Service, Inc. 20 697 0,68 2 735 5,60
2025-08-14 13F UBS Group AG 1 647 734 −1,74 217 732 3,07
2025-08-11 13F Wescott Financial Advisory Group, LLC 214 295 −1,15 28 317 3,69
2025-05-05 13F Lindbrook Capital, Llc 14 0,00 2 0,00
2025-08-11 13F Brown Brothers Harriman & Co 18 921 0,40 2 500 5,35
2025-08-14 13F Glenview Trust Co 7 780 0,00 1 028 4,90
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-05 13F Telos Capital Management, Inc. 18 906 5,12 2 498 10,29
2025-07-29 13F Stephens Inc /ar/ 835 726 2,35 110 433 7,36
2025-07-14 13F Signature Securities Group Corporation 2 966 −1,33 392 3,44
2025-08-08 13F WASHINGTON TRUST Co 4 317 −3,47 570 1,24
2025-08-12 13F NFP Retirement, Inc. 1 695 −0,82 224 3,72
2025-08-13 13F Prossimo Advisors, LLC 5 680 −20,86 1
2025-07-17 13F Albion Financial Group /ut 162 0,00 21 5,00
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 16 880 17,91 2 231 23,68
2025-08-12 13F Global Retirement Partners, LLC 19 075 −2,84 2 521 −0,75
2025-04-09 13F Legacy Wealth Asset Management, LLC 0 −100,00 0
2025-07-29 13F Foster & Motley Inc 1 856 0,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 9 244 −6,36 1 222 −1,77
2025-07-22 13F Red Tortoise LLC 4 342 0,00 574 4,95
2025-08-14 13F Monetary Management Group Inc 5 350 0,00 707 4,90
2025-08-06 13F Csenge Advisory Group 12 676 −10,41 1 624 −2,87
2025-08-14 13F Cardiff Park Advisors, Llc 672 0,45 89 4,76
2025-08-01 13F GoalVest Advisory LLC 658 87
2025-08-13 13F StoneX Group Inc. 6 387 11,93 844 17,41
2025-08-07 13F Winthrop Capital Management, LLC 139 0,00 0
2025-07-21 13F Pflug Koory, LLC 808 0,00 107 4,95
2025-07-28 13F Sagespring Wealth Partners, Llc 3 181 −0,28 420 4,74
2025-07-31 13F West Michigan Advisors, Llc 1 682 −1,41 222 3,74
2025-07-14 13F Friday Financial 3 560 0,11 470 3,75
2025-07-31 13F/A Avion Wealth 192 0,00 0
2025-08-12 13F Jpmorgan Chase & Co 677 579 −2,14 89 535 2,66
2025-08-08 13F Condor Capital Management 21 852 1,20 2 888 6,14
2025-08-13 13F Hsbc Holdings Plc 114 969 1,07 15 192 6,03
2025-08-13 13F Mount Yale Investment Advisors, LLC 300 40
2025-08-14 13F Strive Asset Management, LLC 4 491 −72,35 593 −71,00
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-07-10 13F Focus Financial Network, Inc. 32 155 2,13 4 249 7,11
2025-07-28 13F WealthPLAN Partners, LLC 3 760 21,10 497 26,85
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-15 13F Morgan Stanley 8 159 379 2,02 1 078 181 7,02
2025-07-23 13F TPG Financial Advisors, LLC 0 −100,00 0
2025-07-09 13F Inspirion Wealth Advisors, Llc 59 813 −0,14 7 904 4,74
2025-07-23 13F Indiana Trust & Investment Management CO 350 0,00 46 4,55
2025-08-11 13F Vanguard Group Inc 17 681 −0,69 2 336 4,19
2025-07-29 13F Aire Advisors, Llc 2 184 1,02 289 5,88
2025-08-12 13F CIBC Private Wealth Group, LLC 134 055 −0,05 17 714 19,44
2025-08-27 13F/A Brinker Capital Investments, LLC 10 161 −21,62 1 343 −17,77
2025-04-23 13F Oppenheimer Asset Management Inc. 0 −100,00 0
2025-08-14 13F/A Skopos Labs, Inc. 97 −19,17 13 −20,00
2025-07-30 13F Covenant Partners, LLC 159 397 −9,52 21 063 −5,09
2025-07-15 13F James J. Burns & Company, LLC 49 516 2,49 6 543 7,51
2025-08-04 13F Linscomb & Williams, Inc. 6 171 0,00 815 4,89
2025-07-29 13F Rodgers & Associates, LTD 171 776 2,61 22 698 7,63
2025-08-12 13F Journey Strategic Wealth Llc 1 881 249
2025-07-28 13F Granite Group Advisors, LLC 3 800 0,00 502 5,02
2025-08-14 13F NCM Capital Management, LLC 3 422 0,65 452 5,61
2025-07-18 13F Provident Wealth Management, LLC 596 0,00 79 4,00
2025-05-09 13F Northern Oak Wealth Management Inc 0 −100,00 0
2025-08-15 13F Equitable Holdings, Inc. 445 974 −5,16 58 931 −0,51
2025-07-22 13F Net Worth Advisory Group 1 549 205
2025-07-15 13F RTD Financial Advisors, Inc. 140 569 −16,99 18 575 −12,92
2025-07-24 13F JNBA Financial Advisors 339 0,00 45 4,76
2025-08-06 13F Decker Retirement Planning Inc. 3 307 22,53 437 28,53
2025-07-23 13F Equitable Trust Co 21 951 −1,37 2 901 3,46
2025-07-24 13F McKinley Carter Wealth Services, Inc. 3 027 −4,27 400 0,50
2025-08-04 13F Integrity Alliance, Llc. 3 460 −53,55 457 −51,28
2025-07-21 13F Vaughan Nelson Investment Management, L.p. 460 −70,32 61
2025-07-28 13F Morris Financial Concepts, Inc. 45 0,00 6 0,00
2025-07-18 13F Vicus Capital 1 572 208
2025-08-14 13F Sunbelt Securities, Inc. 900 469,62 116 510,53
2025-08-14 13F Kovitz Investment Group Partners, LLC 22 046 0,08 2 913 5,01
2025-07-08 13F Canandaigua National Bank & Trust Co 4 838 0,00 639 4,93
2025-07-30 13F Pacific Sun Financial Corp 11 394 −0,70 1 506 4,15
2025-08-04 13F Arkadios Wealth Advisors 5 811 −6,88 768 −2,42
2025-08-13 13F Berkshire Asset Management Llc/pa 3 236 0,00 428 4,91
2025-08-04 13F Center for Financial Planning, Inc. 116 −12,78 15 −6,25
2025-08-13 13F Rench Wealth Management, Inc. 2 541 0,00 336 4,69
2025-07-21 13F Tower View Investment Management & Research LLC 60 0,00 8 0,00
2025-05-12 13F King Luther Capital Management Corp 668 −3,75
2025-07-18 13F Truist Financial Corp 433 706 0,93 57 310 5,87
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 1 108 0,00 146 5,04
2025-07-08 13F Rise Advisors, LLC 202 4,12 27 8,33
2025-07-22 13F JP Wealth Management, Inc. 5 868 0,00 540 8,02
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 8 927 −12,72 1 180 −8,46
2025-08-11 13F Compass Capital Corp /ma/ /adv 2 019 −26,87 269 −15,14
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 5 493 −17,98 726 −14,00
2025-07-17 13F Fifth Third Securities, Inc. 108 971 1,36 14 400 6,33
2025-08-07 13F Davis R M Inc 5 080 0,08 671 5,01
2025-08-12 13F Coldstream Capital Management Inc 9 682 −0,70 1 279 4,15
2025-08-14 13F Snowden Capital Advisors LLC 1 749 −2,83 231 2,21
2025-07-30 13F Pittenger & Anderson Inc 3 000 0,00 396 5,04
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 110 0,00 15 7,69
2025-08-14 13F Pingora Partners LLC 75 −16,67 10 −18,18
2025-05-30 NP SEMCX - Simt Mid Cap Fund Class F 2 757 0,00 347 −2,53
2025-08-12 13F/A Boston Partners 5 140 −43,27 682 −39,95
2025-07-31 13F Washington Trust Advisors, Inc. 394 −46,54 52 −43,48
2025-08-14 13F Citadel Advisors Llc Call 2 100 −19,23 277 −15,29
2025-08-14 13F Citadel Advisors Llc 27 389 195,78 3 619 210,38
2025-07-21 13F Hilltop National Bank 757 −22,20 100 −20,00
2025-07-25 13F We Are One Seven, LLC 2 628 1,19 347 6,12
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 25 0,00 3 0,00
2025-07-17 13F Wagner Wealth Management, Llc 1 0,00 0
2025-07-17 13F Saxon Interests, Inc. 7 532 0,00 949 0,00
2025-07-22 13F Beacon Financial Advisory LLC 0 −100,00 0
2025-08-14 13F Coastal Bridge Advisors, LLC 3 202 −3,03 423 1,93
2025-07-23 13F Heck Capital Advisors, LLC 10 401 −10,37 1 374 −5,95
2025-07-31 13F Northstar Asset Management Llc 4 953 654
2025-08-13 13F Crescent Grove Advisors, LLC 5 814 0,00 768 4,92
2025-08-13 13F Jones Financial Companies Lllp 10 804 657 7,44 1 421 043 12,94
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 250 0,00 33 6,45
2025-08-12 13F AlphaCore Capital LLC 272 8,80 36 12,90
2025-07-22 13F Highland Capital Management, Llc 4 078 −9,90 539 −5,61
2025-04-18 13F Wolf Group Capital Advisors 1 784 225
2025-08-13 13F Colonial Trust Advisors 450 0,00 59 5,36
2025-09-12 13F/A Valeo Financial Advisors, LLC 3 800 8,60 502 14,35
2025-07-30 13F Whittier Trust Co 18 272 1,05 2 414 6,02
2025-08-07 13F CENTRAL TRUST Co 8 302 2,52 1 097 7,55
2025-07-29 13F Altus Wealth Group LLC 2 050 0,00 271 4,65
2025-08-04 13F Pensionmark Financial Group, Llc 5 018 0,00 663 4,91
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 8 693 22,85 1 149 28,84
2025-08-07 13F Bearing Point Capital, Llc 2 500 0,00 330 5,10
2025-07-31 13F Oppenheimer & Co Inc 22 300 −0,72 2 947 4,14
2025-07-16 13F Register Financial Advisors LLC 254 0,00 34 6,45
2025-07-11 13F Grove Bank & Trust 3 197 14,30 422 19,89
2025-08-05 13F Marshall Financial Group Inc /adv 3 295 0,30 435 5,33
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-08-06 13F Washington Trust Bank 10 202 −42,02 1 348 −39,17
2025-07-31 13F Mycio Wealth Partners, Llc 6 033 0,38 797 5,28
2025-08-05 13F Pointe Capital Management LLC 10 396 17,31 1 374 23,03
2025-07-16 13F Signaturefd, Llc 670 −69,45 89 −68,12
2025-07-09 13F Breakwater Investment Management 55 0,00 7 16,67
2025-05-14 13F CIBC World Markets Inc. 0 −100,00 0
2025-07-16 13F St Germain D J Co Inc 1 149 0,00 152 4,86
2025-07-31 13F Moloney Securities Asset Management, LLC 1 797 0,96 237 5,80
2025-07-15 13F Patriot Investment Management Inc. 2 311 0,00 305 4,81
2025-08-11 13F New Age Alpha Advisors, LLC 38 561 83,70 5 095 92,70
2025-07-31 13F Richards, Merrill & Peterson, Inc. 77 10
2025-08-15 13F Keel Point, LLC 5 616 129,41 742 140,91
2025-07-28 13F Hamilton Point Investment Advisors, LLC 814 0,00 108 4,90
2025-08-13 13F Green Harvest Asset Management LLC 9 504 7,14 1 256 12,35
2025-07-15 13F McAdam, LLC 49 117 33,17 6 490 39,69
2025-08-07 13F BOK Financial Private Wealth, Inc. 181 0,00 24 4,55
2025-08-13 13F Millstone Evans Group, LLC 21 890 −0,04 2 893 4,86
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