JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
US ˙ ARCA ˙ US46641Q8371

Grundläggande statistik
Institutionella ägare 1140 total, 1140 long only, 0 short only, 0 long/short - change of 1,24% MRQ
Genomsnittlig portföljallokering 1.2060 % - change of −7,89% MRQ
Institutionella aktier (lång) 451 235 178 (ex 13D/G) - change of −22,66MM shares −4,78% MRQ
Institutionellt värde (lång) $ 21 572 394 USD ($1000)
Institutionellt ägande och aktieägare

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF (US:JPST) har 1140 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 451,235,178 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Fmr Llc, Betterment LLC, Charles Schwab Investment Management Inc, UBS Group AG, HB Wealth Management, LLC, and FAUDX - Strategic Advisers Short Duration Fund .

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF (ARCA:JPST) 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 18, 2025 is 50,70 / share. Previously, on September 19, 2024, the share price was 50,65 / share. This represents an increase of 0,10% over that period.

JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income 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.

AI+ Ask Fintel’s AI assistant about J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF.
Thinking of good questions…
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.

JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-04 13F Quaker Wealth Management, LLC 805 41
2025-07-08 13F Choice Wealth Advisors, LLC 214 351 2,52 10 863 2,63
2025-07-28 13F Frazier Financial Advisors, LLC 817 41
2025-07-16 13F Castleview Partners, Llc 52 358 21,85 2 654 21,98
2025-08-12 13F Fca Corp /tx 35 961 5,40 1 823 5,50
2025-08-12 13F Jaffetilchin Investment Partners, LLC 130 010 1,95 6 589 2,04
2025-08-11 13F Dorsey & Whitney Trust CO LLC 4 963 −7,23 252 −7,04
2025-07-18 13F Truist Financial Corp 272 875 13,99 13 829 14,11
2025-04-10 13F TrueWealth Advisors, LLC 0 −100,00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-07-24 13F Ridgeline Wealth Planning, LLC 335 281 8,27 16 992 8,37
2025-07-15 13F Graypoint LLC 19 526 10,29 990 10,38
2025-07-25 13F Community Bank, N.A. 400 20
2025-08-12 13F Jpmorgan Chase & Co 88 956 565 −11,15 4 508 319 −11,06
2025-08-14 13F Benjamin Edwards Inc 33 283 14,35 1 687 14,46
2025-07-31 13F Oppenheimer & Co Inc 119 038 8,67 6 033 8,78
2025-05-01 13F Quest 10 Wealth Builders, Inc. 24 0,00 1 0,00
2025-08-12 13F Charles Schwab Investment Management Inc 11 093 296 0,86 562 208 0,95
2025-07-10 13F CWC Advisors, LLC. 5 468 5,05 277 5,32
2025-08-11 13F Diversified Portfolios, Inc. 9 723 −0,13 493 0,00
2025-08-14 13F Dividend Asset Capital, Llc 0 −100,00 0
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 188 550 0,00 9 556 0,09
2025-08-04 13F REDW Wealth LLC 278 321 −0,33 14 105 −0,23
2025-04-16 13F NorthCrest Asset Manangement, LLC 0 −100,00 0
2025-08-14 13F Vista Investment Management 25 733 3,98 1 304 4,07
2025-08-14 13F Diversify Advisory Services, LLC 17 624 −37,77 892 −37,82
2025-07-15 13F Evanson Asset Management, LLC 22 388 104,44 1 135 104,69
2025-08-14 13F Garden State Investment Advisory Services LLC 46 218 −43,71 2 343 −43,66
2025-07-14 13F CRA Financial Services, LLC 107 317 18,24 5 439 18,35
2025-07-30 13F Klingman & Associates, LLC 53 910 −6,10 2 732 −5,99
2025-08-12 13F AlphaCore Capital LLC 196 816 4,78 9 975 4,88
2025-07-28 13F Essex LLC 70 631 −3,95 3 580 −3,87
2025-07-30 13F Lionsbridge Wealth Management LLC 20 472 42,45 1 038 42,64
2025-08-13 13F Per Stirling Capital Management, LLC. 115 116 14,32 5 834 14,44
2025-08-14 13F Money Concepts Capital Corp 38 630 33,54 1 958 33,67
2025-08-14 13F Elevatus Welath Management 237 503 −28,88 12 037 −28,81
2025-08-14 13F Paragon Private Wealth Management, LLC 77 476 10,27 3 926 10,37
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-09 13F VisionPoint Advisory Group, LLC 7 812 −75,21 396 −75,24
2025-08-14 13F Synovus Financial Corp 294 383 0,64 14 922 0,76
2025-08-11 13F Howard Wealth Management, Llc 114 660 95,15 5 811 95,36
2025-04-29 13F Hm Payson & Co 2 092 0,00 106 0,00
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-14 13F Keystone Financial Services, LLC 69 577 4,73 3 526 4,85
2025-07-14 13F Opal Wealth Advisors, LLC 1 427 6,18 72 5,88
2025-08-05 13F GPS Wealth Strategies Group, LLC 19 337 97,30 980 97,38
2025-07-17 13F Crane Advisory, LLC 1 421 212 54,83 71 828 55,29
2025-07-17 13F Clear Point Advisors Inc. 64 613 3,06 3 275 3,15
2025-08-13 13F Wills Financial Group LLC 6 506 330
2025-07-16 13F Signaturefd, Llc 757 505 −30,43 38 390 −30,36
2025-07-31 13F CAP Partners, LLC 18 013 −4,59 913 −4,50
2025-08-14 13F Hurley Capital, LLC 3 447 −59,84 175 −59,91
2025-08-14 13F Williams Jones Wealth Management, LLC. 5 668 2,11 287 2,14
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 31 618 0,98 1 599 0,82
2025-08-14 13F Frisch Financial Group, Inc. 604 678 103,24 31 100,00
2025-08-14 13F Strategic Wealth Designers 30 −99,97 2 −99,98
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-15 13F Avaii Wealth Management, Llc 4 499 −14,98 228 −14,98
2025-07-30 13F SkyOak Wealth, LLC 497 839 −4,56 25 230 −4,46
2025-08-05 13F Bank of New York Mellon Corp 94 968 −8,43 4 813 −8,36
2025-08-12 13F RiverFront Investment Group, LLC 1 258 877 941,72 63 800 942,81
2025-08-11 13F Portside Wealth Group, LLC 12 622 −96,90 640 −96,90
2025-04-28 13F Pinnacle Financial Partners Inc 2 665 0,00 134 −0,74
2025-08-15 13F WFA of San Diego, LLC 8 992 −28,09 456 −28,23
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 126 922 8,14 6 432 8,25
2025-07-15 13F Family Investment Center, Inc. 242 199 332,54 12 275 333,10
2025-07-31 13F/A Interchange Capital Partners, LLC 157 643 31,44 7 989 31,57
2025-08-08 13F Ironwood Investment Counsel, LLC 44 272 −42,08 2 244 −42,03
2025-08-19 13F Delos Wealth Advisors, LLC 45 130 −5,58 2 287 −5,50
2025-08-01 13F First National Trust Co 56 160 52,76 2 846 52,93
2025-07-30 13F Canvas Wealth Advisors, LLC 53 819 1,07 2 725 1,26
2025-08-08 13F Hudock, Inc. 380 847 −3,07 19 301 −2,97
2025-07-28 13F Axxcess Wealth Management, Llc 1 181 376 4,50 59 872 4,60
2025-07-21 13F Hudson Valley Investment Advisors Inc /adv 9 864 500
2025-07-29 13F Roof Eidam & Maycock/adv 779 786 −4,10 39 520 −4,00
2025-08-11 13F Principal Securities, Inc. 68 419 −3,58 3 467 −2,99
2025-08-13 13F Keystone Financial Group 8 556 434
2025-07-16 13F Beaumont Financial Advisors, LLC 15 384 3,86 780 4,01
2025-07-23 13F Fluent Financial, LLC 484 804 −33,36 24 570 −33,29
2025-07-30 13F Principle Wealth Partners Llc 103 347 20,88 5 238 21,00
2025-08-15 13F Hayek Kallen Investment Management 78 070 0,85 4 0,00
2025-08-12 13F Change Path, LLC 25 341 27,77 1 284 27,89
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 323 309 −5,98 16 385 −5,89
2025-07-17 13F Park Place Capital Corp 18 003 909
2025-05-05 13F Mosaic Advisors LLC 0 −100,00 0 −100,00
2025-08-08 13F Emerald Investment Partners, Llc 10 738 −4,32 544 −4,23
2025-08-11 13F Promethium Advisors,llc 64 560 8,48 3 272 8,56
2025-07-23 13F Detalus Advisors, LLC 12 620 −11,25 640 −11,13
2025-07-30 13F Green Square Capital Advisors Llc 10 569 536
2025-08-13 13F Capital Analysts, Inc. 7 457 52,68 0
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 202 281 0,22 10 0,00
2025-08-05 13F Hills Bank & Trust Co 4 252 0,00 215 0,00
2025-07-15 13F Alpha Omega Wealth Management LLC 765 271 2,93 38 784 3,03
2025-08-05 13F Fullcircle Wealth Llc 4 419 −85,38 223 −85,42
2025-08-07 13F Vise Technologies, Inc. 54 068 423,86 2 740 427,94
2025-04-25 13F New Millennium Group LLC 0 −100,00 0
2025-08-12 13F Planning Alternatives Ltd /adv 4 157 0,00 211 0,00
2025-08-14 13F Sand Hill Global Advisors, LLC 170 629 −44,82 8 647 −44,77
2025-08-04 13F FRG Family Wealth Advisors LLC 61 005 8,69 3 092 8,80
2025-08-11 13F Summit Wealth Partners, LLC 328 949 −1,55 16 671 −1,45
2025-07-14 13F Legacy Capital Group California, Inc. 316 225 45,32 16 026 45,47
2025-07-18 13F PFG Investments, LLC 56 932 8,93 2 885 9,03
2025-07-28 13F Strategent Financial, LLC 349 122 1,35 17 694 1,45
2025-08-06 13F Prospera Financial Services Inc 105 162 97,72 5 330 97,92
2025-08-08 13F Mittelman Wealth Management 7 060 −20,80 358 −20,84
2025-07-22 13F Valley National Advisers Inc 58 822 −2,19 3 −33,33
2025-07-30 13F Insight Advisors, LLC/ PA 96 382 25,39 4 885 25,52
2025-08-06 13F Commonwealth Equity Services, Llc 2 449 966 16,89 124 16,98
2025-05-07 13F Horan Capital Advisors, LLC. 15 859 0,08 803 0,50
2025-07-22 13F Unique Wealth, Llc 8 234 −0,39 417 −0,24
2025-08-05 13F Scarborough Advisors, LLC 195 260 63,43 9 896 63,61
2025-08-14 13F LaSalle St. Investment Advisors, LLC 9 955 −10,43 1
2025-08-12 13F XTX Topco Ltd 7 576 384
2025-08-05 13F EPG Wealth Management LLC 6 245 0,58 317 0,64
2025-07-18 13F First Pacific Financial 1 065 −99,77 54 −99,77
2025-07-30 13F Financial Perspectives, Inc 47 794 −10,08 2 422 −10,00
2025-08-14 13F Clarity Asset Management, Inc. 1 020 52
2025-08-13 13F EverSource Wealth Advisors, LLC 994 99,60 50 100,00
2025-08-28 NP RQIAX - RESQ Strategic Income Fund Class A Shares 64 500 0,00 3 269 0,09
2025-07-30 13F Cornerstone Advisory, LLC 178 946 6,00 9 069 6,46
2025-08-13 13F Beacon Pointe Advisors, LLC 74 052 29,24 3 753 29,38
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 4 100 0,00 208 0,00
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-07-14 13F Cobblestone Asset Management LLC 545 964 568,97 27 669 569,63
2025-08-07 13F PFG Advisors 16 498 836
2025-07-25 13F Pathway Financial Advisors LLC 0 −100,00 0
2025-08-01 13F Private Wealth Partners, LLC 0 −100,00 0
2025-07-14 13F Acropolis Investment Management, LLC 0 −100,00 0
2025-08-05 13F Sunburst Financial Group, LLC 48 320 −0,26 2 449 −0,16
2025-08-11 13F Resurgent Financial Advisors LLC 15 090 24,57 765 24,63
2025-08-12 13F Cornerstone Wealth Management, LLC 63 678 1,37 3 227 1,48
2025-07-11 13F Essex Savings Bank 37 036 16,85 1 877 16,96
2025-07-29 13F Fundamentun, Llc 16 505 11,48 836 11,62
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 189 266 9 592
2025-07-23 13F TriaGen Wealth Management LLC 32 984 43,51 1 672 43,68
2025-07-21 13F Fortis Capital Advisors, LLC 4 603 233
2025-08-07 13F Midland Wealth Advisors Llc 63 364 6,35 3 211 6,47
2025-08-14 13F Vienna Asset Management LLC 71 532 −3,17 3 625 −3,07
2025-08-11 13F Perennial Investment Advisors, LLC 40 374 −1,34 2 046 −1,21
2025-05-12 13F Sandy Spring Bank 208 811 11,12 10 572 11,70
2025-08-08 13F Mason Street Advisors, Llc 216 650 0,00 10 980 0,10
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-06 13F Moors & Cabot, Inc. 8 603 19,52 436 19,78
2025-08-13 13F VestGen Advisors, LLC 19 771 67,99 1 000 68,07
2025-07-16 13F Kathmere Capital Management, LLC 3 959 −5,33 201 −5,21
2025-08-14 13F TCG Advisory Services, LLC 92 847 −13,70 4 706 −13,62
2025-07-31 13F Sharper & Granite LLC 110 938 −4,82 5 601 −5,08
2025-08-08 13F Summitry Llc 6 890 349
2025-08-13 13F Baird Financial Group, Inc. 268 183 201,22 13 592 201,55
2025-08-15 13F CI Private Wealth, LLC 115 242 −3,84 5 841 −3,74
2025-07-10 13F Sovran Advisors, LLC 214 784 17,04 10 844 17,04
2025-08-07 13F Hughes Financial Services, LLC 258 −44,64 13 −43,48
2025-05-14 13F Clarkston Capital Partners, LLC 0 −100,00 0
2025-07-30 13F Bogart Wealth, LLC 706 0,00 36 0,00
2025-08-12 13F Calton & Associates, Inc. 4 605 −36,86 233 −36,86
2025-07-16 13F Encompass Wealth Advisors, Llc 213 243 −0,92 10 807 −0,82
2025-08-11 13F Lake Street Financial Llc 22 976 28,98 1 164 29,19
2025-07-16 13F John W. Brooker & Co., CPAs 76 875 −79,44 3 884 −79,49
2025-08-14 13F Warren Averett Asset Management, LLC 494 260 26,80 25 049 26,93
2025-08-13 13F Avestar Capital, LLC 303 249 28,53 15 369 28,66
2025-07-22 13F SOL Capital Management CO 205 273 −1,68 10 0,00
2025-04-02 13F/A Industrial Alliance Investment Management Inc. 0 −100,00 0
2025-07-10 13F Signal Advisors Wealth, LLC 7 870 −7,07 399 −7,01
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 7 381 374
2025-08-12 13F New Republic Capital, LLC 4 731 0,00 240 0,00
2025-08-26 13F/A Thrivent Financial For Lutherans 676 769 224,48 34 240,00
2025-07-08 13F Apella Capital, LLC 205 930 954,92 10 395 957,48
2025-07-22 13F Appleton Partners Inc/ma 460 530 −4,50 23 −4,17
2025-07-31 13F Insight Wealth Partners, LLC 310 301 84,47 15 726 84,66
2025-07-30 13F Dudley Capital Management, Llc 13 536 26,34 686 26,57
2025-08-13 13F Johnson Financial Group, Inc. 118 759 11,08 6 019 11,18
2025-08-14 13F Paradigm Capital Management, LLC/NV 210 232 14,74 11 11,11
2025-07-30 13F Princeton Global Asset Management LLC 14 878 0,03 754 0,00
2025-07-08 13F GK Wealth Management LLC 75 850 −16,29 3 844 −16,20
2025-07-14 13F Lighthouse Wealth Management Inc. 14 979 26,59 759 26,71
2025-07-22 13F Kraematon Investment Advisors, Inc 4 145 0,31 210 0,48
2025-08-13 13F Plan Group Financial, LLC 4 351 0,00 221 0,00
2025-08-28 13F Midwestern Financial, LLC /IA 65 491 3 319
2025-08-14 13F Integrated Wealth Concepts LLC 542 504 −1,01 27 494 −0,91
2025-08-14 13F Ancora Advisors, LLC 1 635 175 0,55 82 871 0,64
2025-08-05 13F Simplex Trading, Llc 220 0
2025-08-12 NP KAGCX - Kensington Dynamic Growth Fund Class C Shares 72 857 3 692
2025-08-08 13F Hartland & Co., LLC 1 934 0,00 98 1,03
2025-08-05 13F 5T Wealth, LLC 31 646 −42,15 1 604 −42,11
2025-08-13 13F Northwestern Mutual Wealth Management Co 4 823 169 27,64 244 438 27,76
2025-07-08 13F Zrc Wealth Management, Llc 2 339 0,00 119 0,85
2025-08-14 13F Gotham Asset Management, LLC 384 022 75,48 19 462 75,65
2025-08-14 13F McIlrath & Eck, LLC 6 573 11,12 333 11,37
2025-08-08 13F Foundations Investment Advisors, LLC 83 347 −33,15 4 224 −33,08
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-11 13F Diversified Trust Co 6 045 306
2025-08-04 13F Flagship Harbor Advisors, Llc 516 228 1,50 26 162 1,60
2025-08-18 13F N.E.W. Advisory Services LLC 1 029 052 −4,95 52 152 −4,85
2025-07-25 13F Apollon Wealth Management, LLC 311 227 37,38 15 773 37,52
2025-08-14 13F Crestmont Private Wealth LLC 229 162 1,42 11 614 1,52
2025-07-18 13F SOA Wealth Advisors, LLC. 2 013 0,25 102 0,99
2025-07-28 13F Capital Management Corp /va 62 672 8,64 3 176 8,77
2025-08-18 13F Tyler-Stone Wealth Management 246 992 1,86 12 518 1,96
2025-08-22 13F/A TT Capital Management LLC 4 224 214
2025-08-15 13F First Heartland Consultants, Inc. 24 719 9,27 1 253 9,34
2025-07-22 13F Legacy CG, LLC 190 525 110,52 9 656 110,72
2025-08-13 13F Victory Financial Group, Llc 0 −100,00 0
2025-07-17 13F Stone Point Wealth LLC 67 801 56,82 3 436 56,97
2025-07-21 13F Cardinal Strategic Wealth Guidance 120 800 0,24 6 122 0,34
2025-07-31 13F CVA Family Office, LLC 451 0,00 23 0,00
2025-07-17 13F Nicholson Meyer Capital Management, Inc. 71 331 4,07 3 615 4,18
2025-08-01 13F Delta Investment Management, LLC 19 855 19,91 1 006 20,05
2025-08-14 13F Diversify Wealth Management, Llc 141 812 −14,20 7 177 −14,21
2025-08-05 13F Wellington Shields Capital Management, LLC 5 000 11,11 253 11,45
2025-08-14 13F Clark Capital Management Group, Inc. 80 613 −5,11 4 085 −5,02
2025-04-22 13F RFP Financial Group LLC 0 −100,00 0 −100,00
2025-07-09 13F GEM Asset Management, LLC 8 049 4,02 406 4,10
2025-08-18 13F/A National Bank Of Canada /fi/ 3 619 −72,66 183 −72,84
2025-08-12 13F Blueprint Investment Partners LLC 55 026 203,96 2 789 204,37
2025-08-15 13F Cooksen Wealth, LLC 712 −1,39 36 0,00
2025-07-17 13F Sound Income Strategies, LLC 1 162 54,93 59 56,76
2025-08-07 13F Financially Speaking Inc 183 031 9 276
2025-08-11 13F Nordwand Advisors, LLC 10 038 509
2025-07-23 13F Eagle Strategies LLC 5 239 266
2025-07-28 13F RFG Advisory, LLC 0 −100,00 0
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 4 708 −11,27 239 −11,19
2025-07-08 13F Legacy Private Trust Co. 343 073 −1,34 17 387 −1,24
2025-08-08 13F CFO4Life Group, LLC 40 426 −13,66 2 049 −13,59
2025-07-15 13F Oxinas Partners Wealth Management LLC 11 888 −1,70 602 −1,63
2025-07-25 13F Sovereign Financial Group, Inc. 35 431 −5,37 1 796 −5,28
2025-08-06 13F Eukles Asset Management 280 0,00 14 0,00
2025-07-25 13F Transcendent Capital Group LLC 64 235 −10,48 3 255 −10,38
2025-07-15 13F Foster Victor Wealth Advisors, LLC 0 −100,00 0
2025-07-22 13F Coastal Investment Advisors, Inc. 17 732 21,00 899 21,19
2025-09-11 13F Silicon Valley Capital Partners 726 37
2025-07-30 13F Gimbal Financial 7 862 398
2025-08-08 13F Pnc Financial Services Group, Inc. 3 023 −63,66 153 −63,66
2025-07-09 13F Bank of New Hampshire 109 309 −6,63 5 540 −6,55
2025-07-22 13F Iron Horse Wealth Management, LLC 690 854 5,64 35 012 5,74
2025-08-22 13F Carter Financial Group, INC. 35 448 1 797
2025-08-14 13F Sei Investments Co 1 109 451 0,50 56 227 0,60
2025-08-14 13F Great Valley Advisor Group, Inc. 553 255 −57,62 28 039 −57,58
2025-07-09 13F Client First Investment Management LLC 5 062 −8,18 257 −8,24
2025-08-07 13F Clarity Wealth Advisors, LLC 28 128 1,81 1 426 1,93
2025-07-09 13F Key Client Fiduciary Advisors, LLC 17 471 0,00 885 0,11
2025-07-10 13F Three Seasons Wealth, LLC 5 970 −95,45 303 −95,45
2025-08-11 13F Western Wealth Management, LLC 43 316 10,50 2 195 10,64
2025-08-06 13F ETF Store, Inc. 4 378 −1,13 222 −1,34
2025-07-17 13F Tempus Wealth Planning, LLC 4 114 208
2025-08-13 13F StoneX Group Inc. 11 619 −16,40 589 −16,36
2025-07-22 13F/A Red Mountain Financial, LLC 37 245 8,52 1 888 8,64
2025-07-25 13F Endowment Wealth Management, Inc. 61 385 12,05 3 111 12,19
2025-07-10 13F Atticus Wealth Management, Llc 10 797 10,44 547 10,73
2025-07-09 13F Heritage Wealth Architects, Inc. 21 051 −27,12 1 067 −27,09
2025-08-12 13F Horizon Financial Services, Llc 30 071 −16,91 1 524 −16,87
2025-08-05 13F Dunhill Financial, LLC 31 331 330,19 1 588 331,25
2025-04-30 13F Sofos Investments, Inc. 188 −79,72 10 −80,43
2025-07-17 13F Sage Rhino Capital Llc 53 579 −15,45 2 715 −15,37
2025-07-30 13F Sloy Dahl & Holst, LLC 28 075 −0,35 1 423 −0,28
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 −100,00 0
2025-05-15 13F Cyrus J. Lawrence, LLC 0 −100,00 0
2025-08-13 13F PineBridge Investments, L.P. 119 001 6 031
2025-07-31 13F FSR Wealth Management Ltd. 9 732 −0,18 493 0,00
2025-08-12 13F NWF Advisory Services Inc. 0 −100,00 0
2025-08-08 13F Fortis Group Advisors, LLC 7 408 49,99 375 50,00
2025-07-15 13F BostonPremier Wealth LLC 6 305 0,78 320 0,95
2025-08-05 13F Prosperity Consulting Group, LLC 286 655 5,38 14 528 5,48
2025-08-07 13F Winch Advisory Services, LLC 1 039 0,00 53 0,00
2025-07-16 13F Gradient Capital Advisors, LLC 123 600 −0,63 6 264 −0,52
2025-08-08 13F Strategies Wealth Advisors, LLC 50 404 219,46 2 554 220,05
2025-08-14 13F Smartleaf Asset Management LLC 17 417 −36,64 882 −36,59
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-01 13F Oarsman Capital, Inc. 254 047 6,92 12 875 7,03
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 290 524 31,24 14 724 32,04
2025-07-22 13F USAdvisors Wealth Management, LLC 47 780 2,70 2 0,00
2025-08-08 13F Capital Investment Advisory Services, LLC 425 899 3,24 21 585 3,34
2025-07-09 13F Berkshire Bank 566 156 3,16 28 693 3,26
2025-08-04 13F Deseret Mutual Benefit Administrators 40 088 102,52 2 032 102,69
2025-08-14 13F Mpwm Advisory Solutions, Llc 10 023 −2,21 508 −2,12
2025-08-01 13F SYM FINANCIAL Corp 4 246 0,07 215 0,47
2025-08-08 13F Accredited Investors Inc. 0 −100,00 0
2025-07-23 13F Nbt Bank N A /ny 1 226 467,59 62 520,00
2025-07-31 13F Auour Investments LLC 79 147 −1,69 4 011 −1,62
2025-07-28 13F IFG Advisors, LLC 4 543 −2,26 230 −2,13
2025-07-29 13F Regions Financial Corp 9 550 9,19 484 9,28
2025-08-14 13F Harwood Advisory Group, LLC 38 0,00 2 0,00
2025-08-14 13F Family Management Corp 27 882 −5,71 1 413 −5,61
2025-08-12 13F Intellus Advisors LLC 4 978 9,14 252 9,57
2025-08-07 13F Aspen Wealth Strategies, LLC 26 125 58,65 1 324 58,94
2025-07-17 13F Smith Anglin Financial, LLC 15 011 −21,59 761 −21,57
2025-08-01 13F Mendel Money Management 7 860 0,00 398 0,25
2025-07-11 13F International Private Wealth Advisors LLC 18 228 −5,23 924 −5,14
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-12 13F LPL Financial LLC 16 914 662 11,58 857 235 11,69
2025-08-14 13F Byrne Financial Freedom, Llc 12 513 −21,28 634 −21,14
2025-08-14 13F Endurance Services Ltd 415 000 0,00 21 032 0,10
2025-07-11 13F Bell Bank 29 249 −0,49 1 482 −0,40
2025-08-13 13F Scotia Capital Inc. 250 470 −12,97 12 694 −12,89
2025-08-14 13F Citadel Advisors Llc 276 176 273,86 13 997 274,22
2025-08-14 13F Raymond James Financial Inc 4 640 409 17,53 235 176 17,65
2025-08-14 13F Safeguard Investment Advisory Group, LLC 51 518 253,66 2 611 254,14
2025-08-13 13F Greenwich Wealth Management LLC 48 197 −23,61 2 −33,33
2025-08-11 13F Citigroup Inc 130 675 −26,67 6 623 −26,60
2025-08-07 13F Montag A & Associates Inc 346 500 31,06 17 561 31,19
2025-07-03 13F Arvest Investments, Inc. 63 0,00 3 0,00
2025-07-29 13F Private Trust Co Na 25 296 −12,49 1 282 −12,37
2025-07-31 13F First Business Financial Services, Inc. 197 067 −5,23 9 987 −5,14
2025-07-15 13F World Equity Group, Inc. 6 607 −55,93 335 −55,99
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-09 13F StrongBox Wealth, LLC 553 661 4,99 28 060 5,09
2025-05-14 13F Visionary Wealth Advisors 0 −100,00 0
2025-07-22 13F Evensky & Katz LLC 485 706 1,95 25 0,00
2025-07-29 13F Chicago Partners Investment Group LLC 120 815 4,08 6 114 4,37
2025-07-08 13F Gallacher Capital Management LLC 72 462 6,80 3 672 6,90
2025-08-14 13F Fiduciary Trust Co 30 551 −5,66 1 548 −5,55
2025-08-11 13F Vista Cima Wealth Management LLC 35 216 0,70 1 785 0,79
2025-07-17 13F City Holding Co 0 −100,00 0
2025-07-23 13F Ellsworth Advisors, LLC 7 529 −82,30 382 −82,30
2025-07-18 13F Forza Wealth Management, LLC 140 538 7,11 7 122 7,23
2025-08-06 13F Able Wealth Management LLC 0 −100,00 0
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 59 649 −92,70 3 023 −92,70
2025-07-24 13F Edge Financial Advisors LLC 31 141 24,87 1 572 24,48
2025-08-12 13F SlateStone Wealth, LLC 91 400 0,00 5 0,00
2025-07-15 13F Retirement Guys Formula Llc 138 223 −16,10 7 005 −16,01
2025-08-13 13F Townsquare Capital Llc 45 541 −98,11 2 308 −98,11
2025-07-08 13F Richard P Slaughter Associates Inc 75 078 5,54 3 805 5,64
2025-07-09 13F Lifestyle Asset Management, Inc. 13 667 −12,17 693 −12,07
2025-07-10 13F Stewardship Advisors, LLC 130 147 −2,41 6 596 −2,31
2025-08-13 13F MBM Wealth Consultants, LLC 327 455 4,90 16 595 5,00
2025-07-10 13F Baker Tilly Financial, Llc 8 364 −63,75 424 −63,78
2025-07-30 13F VCI Wealth Management LLC 261 966 13,51 13 276 13,63
2025-08-12 13F Tradition Wealth Management, LLC 174 264 47,00 8 832 47,13
2025-08-01 13F Bank of Jackson Hole Trust 6 071 −17,19 308 −17,25
2025-07-16 13F Ironwood Wealth Management, Inc. 435 852 0,25 22 006 0,51
2025-08-06 13F Longview Financial Advisors LLC 1 657 1,22 84 1,22
2025-07-28 13F Sagace Wealth Management LLC 0 −100,00 0
2025-07-25 13F Stephens Consulting, LLC 2 180 0,00 110 0,00
2025-07-15 13F Mainstream Capital Management LLC 434 030 12,42 21 997 12,53
2025-08-12 13F Guerra Pan Advisors, Llc 7 776 −20,46 394 −20,24
2025-08-29 13F Evolution Wealth Management Inc. 5 405 274
2025-08-14 13F Herold Advisors, Inc. 93 525 2,30 4 740 2,40
2025-08-14 13F Atomi Financial Group, Inc. 34 891 87,84 1 768 88,09
2025-08-08 13F Creative Planning 41 124 −46,98 2 084 −46,93
2025-08-06 13F Paladin Advisory Group, LLC 107 654 0,91 5 456 1,00
2025-08-14 13F Bank Of Hawaii 27 590 −35,99 1 398 −35,93
2025-08-07 13F Verus Capital Partners, Llc 9 374 −21,48 475 −21,36
2025-04-23 13F Alpine Bank Wealth Management 0 −100,00 0
2025-08-12 13F OneAscent Financial Services LLC 22 773 48,46 1
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 1 475 75
2025-08-14 13F Comerica Bank 276 099 10,88 13 993 10,99
2025-08-15 13F Asset Allocation Strategies LLC 37 381 75,92 1 894 76,19
2025-07-15 13F Bfsg, Llc 211 196 11,14 10 703 11,26
2025-08-13 13F GeoWealth Management, LLC 21 843 −75,76 1 107 −75,75
2025-08-04 13F Saxony Capital Management, LLC 44 290 1,90 2 245 2,00
2025-07-23 13F Bellevue Asset Management, Llc 36 2,86 2 0,00
2025-08-06 13F HORAN Wealth, LLC 15 859 804
2025-08-12 13F Inscription Capital, LLC 9 879 81,13 501 81,82
2025-07-30 13F LifeWealth Investments, LLC 24 109 −3,42 1 222 −3,33
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 837 0,00 42 0,00
2025-05-14 13F Keeley-Teton Advisors, LLC 70 820 66,91 3 586 67,76
2025-07-14 13F Lee-Kelleher Wealth Management 72 882 5,89 3 694 6,00
2025-08-04 13F Bristlecone Advisors, LLC 276 427 30,14 14 009 30,27
2025-08-12 13F Rock Creek Group, LP 1 137 305 −30,09 57 638 −30,01
2025-08-13 13F Cresset Asset Management, LLC 432 518 2,53 21 920 2,63
2025-07-09 13F Chesley Taft & Associates LLC 81 169 15,58 4 114 15,70
2025-07-24 13F Ronald Blue Trust, Inc. 28 476 0,04 1 443 0,14
2025-07-15 13F Hall Laurie J Trustee 4 630 0,00 235 0,00
2025-08-05 13F Bridgewater Advisors Inc. 1 926 101 −5,07 97 557 −5,02
2025-07-28 13F Courier Capital Llc 5 810 294
2025-07-31 13F Trademark Financial Management, LLC 127 315 0,15 6 452 0,25
2025-08-12 13F Main Management LLC 2 167 10,62 0
2025-08-06 13F Financial Alternatives, Inc 4 000 0,00 203 0,00
2025-07-17 13F LVW Advisors, LLC 13 366 677
2025-08-13 13F Cary Street Partners Financial Llc 42 723 37,52 2 165 37,72
2025-07-15 13F Beacon Investment Advisory Services, Inc. 517 476 2,96 26 226 3,07
2025-07-30 13F Crewe Advisors LLC 82 588 −41,23 4 186 −41,18
2025-08-14 13F Goldman Sachs Group Inc 0 −100,00 0
2025-08-08 13F Good Life Advisors, LLC 198 982 −0,54 10 084 −0,44
2025-07-25 13F Sequoia Financial Advisors, LLC 72 999 −37,00 3 700 −36,94
2025-08-12 13F Gladstone Institutional Advisory LLC 26 458 −37,74 1 341 −37,70
2025-07-25 13F Muirfield Wealth Advisors Llc 4 326 7,08 219 7,35
2025-07-29 13F Koshinski Asset Management, Inc. 0 −100,00 0
2025-07-29 13F Tradewinds Capital Management, LLC 96 202 0,94 4 876 1,04
2025-08-14 13F Certified Advisory Corp 62 120 1,01 3 148 1,12
2025-07-16 13F Cambridge Advisors Inc. 44 863 −0,84 2 274 −0,74
2025-08-14 13F Manufacturers Life Insurance Company, The 31 000 −0,64 1 571 −0,51
2025-07-22 13F Confluence Wealth Services, Inc. 26 319 19,78 1 334 20,20
2025-08-05 13F Key FInancial Inc 7 683 10,71 389 10,83
2025-07-11 13F Matthew Goff Investment Advisor, LLC 118 715 1,46 6 016 1,57
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-07-15 13F Fortitude Family Office, LLC 40 089 −31,36 2 032 −31,29
2025-07-18 13F Cooper Financial Group 402 206 −2,73 20 384 −2,64
2025-04-15 13F Transform Wealth, LLC 9 968 −11,99 505 −11,73
2025-04-22 13F Cohalo Advisory LLC 0 −100,00 0
2025-07-22 13F Gemmer Asset Management LLC 6 000 −14,88 304 −14,61
2025-07-25 13F Yarger Wealth Strategies, Llc 33 184 22,70 1 682 22,79
2025-07-25 13F Lodestar Private Asset Management Llc 17 001 57,52 862 57,69
2025-07-08 13F Webster Bank, N. A. 63 571 −48,49 3 222 −48,45
2025-08-13 13F Brentview Investment Management LLC 700 35
2025-08-11 13F Mach-1 Financial Group, Inc. 151 381 25,19 7 672 25,30
2025-07-09 13F Triumph Capital Management 131 239 0,71 6 651 0,82
2025-08-01 13F Advisory Alpha, LLC 168 395 −11,40 8 534 −11,31
2025-07-22 13F Sage Financial Group Inc 44 708 3,20 2 266 3,28
2025-08-06 13F Golden State Wealth Management, LLC 69 748 57,17 3 535 57,35
2025-07-22 13F HFM Investment Advisors, LLC 2 871 −16,78 145 −16,67
2025-08-07 13F Ascension Capital Advisors, Inc. 213 034 −35,37 10 797 −35,30
2025-07-08 13F/A Salem Investment Counselors Inc 49 260 2,79 2 496 2,89
2025-07-09 13F Massmutual Trust Co Fsb/adv 80 4
2025-07-30 NP LEXI - Alexis Practical Tactical ETF 90 330 710,93 4 573 717,89
2025-04-28 13F Redmont Wealth Advisors Llc 7 587 44,82 384 46,01
2025-07-31 13F Hartford Financial Management Inc. 84 989 81,93 4 307 82,11
2025-07-22 13F Oak Hill Wealth Advisors, Llc 0 −100,00 0
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 119 582 1,06 6 054 1,58
2025-08-07 13F Illumine Investment Management, LLC 81 692 −0,76 4 140 −0,65
2025-07-30 13F Caliber Wealth Management, LLC / KS 15 031 −8,30 762 −8,20
2025-07-30 13F Family Capital Trust Co 17 691 0,00 897 0,11
2025-08-15 13F Provenance Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-11 13F Scott Capital Advisors, LLC 253 142 3,77 12 789 3,55
2025-07-17 13F Legacy Wealth Management, Inc 1 478 317 2,20 74 921 2,30
2025-08-06 13F Legacy Wealth Managment, LLC/ID 72 14,29 4 0,00
2025-07-23 13F Valmark Advisers, Inc. 927 786 −0,28 47 020 −0,18
2025-08-14 13F Two Sigma Securities, Llc 37 982 −71,13 1 925 −71,12
2025-08-13 13F Gamco Investors, Inc. Et Al 73 165 3 708
2025-07-15 13F Floyd Financial Group Llc 80 601 5,75 4 070 5,50
2025-08-14 13F Stifel Financial Corp 1 662 322 6,87 84 246 6,98
2025-07-15 13F Retirement Income Solutions, Inc 927 651 47 013
2025-07-17 13F HB Wealth Management, LLC 8 888 716 4,01 450 480 4,68
2025-08-05 13F Bank Of Montreal /can/ 65 766 −7,02 3 333 −6,93
2025-07-14 13F Golden State Equity Partners 36 062 20,09 1 828 20,20
2025-07-15 13F Colonial River Wealth Management, LLC 14 752 59,09 745 58,85
2025-07-23 13F Sax Wealth Advisors, Llc 8 086 0,51 410 0,49
2025-08-12 13F Auxano Advisors, LLC 35 123 4,49 1 780 4,64
2025-08-11 13F Wealthspire Advisors, LLC 45 334 −14,16 2 298 −14,07
2025-07-11 13F Weatherly Asset Management L. P. 481 731 1,90 24 414 2,01
2025-07-16 13F Dakota Wealth Management 423 600 17,60 21 468 17,72
2025-07-23 13F Steel Peak Wealth Management LLC 5 949 45,95 301 46,12
2025-07-24 13F Jfs Wealth Advisors, Llc 292 252 0,37 14 811 0,47
2025-08-05 13F Mma Asset Management Llc 26 516 −30,20 1 344 −30,16
2025-08-06 13F Sage Advisory Services, Ltd.Co. 49 325 −0,27 2 500 −0,16
2025-08-14 13F/A Perritt Capital Management Inc 862 14,48 44 13,16
2025-08-13 13F Haverford Trust Co 6 050 0,00 307 0,00
2025-08-14 13F Summit Trail Advisors, Llc 5 971 −93,71 303 −93,72
2025-08-04 13F Terril Brothers, Inc. 4 800 0,00 243 0,00
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 20 252 29,75 1 026 29,87
2025-07-08 13F Little House Capital Llc 169 961 5,80 8 614 5,90
2025-08-12 13F Jacobi Capital Management LLC 8 896 −13,74 451 −13,79
2025-07-10 13F Brooklyn FI, LLC 89 167 50,83 4 519 50,95
2025-07-29 13F Arcus Capital Partners, LLC 39 530 −82,42 2 003 −82,41
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-04-21 13F ORG Partners LLC 0 −100,00 0
2025-08-12 13F Running Point Capital Advisors, LLC 55 875 4,62 2 832 4,70
2025-07-28 13F Naviter Wealth, LLC 958 195 111,78 48 561 112,03
2025-07-16 13F Meridian Financial, LLC 204 155 4,44 10 347 4,55
2025-07-17 13F KWB Wealth 0 −100,00 0
2025-07-08 13F Atwood & Palmer Inc 3 500 −66,59 177 −66,60
2025-07-10 13F YHB Investment Advisors, Inc. 165 560 20,02 8 391 20,15
2025-07-25 13F LRI Investments, LLC 25 0,00 1 0,00
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 539 982 53,85 27 366 54,00
2025-08-14 13F CoreCap Advisors, LLC 41 609 −73,15 2 109 −73,14
2025-08-12 13F J.w. Cole Advisors, Inc. 238 908 1,40 12 108 1,50
2025-07-23 13F Roberts Wealth Advisors, LLC 453 674 10,04 22 992 10,15
2025-08-14 13F Evergreen Wealth Solutions, LLC 8 825 14,61 447 14,91
2025-08-07 13F Legacy Financial Advisors, Inc. 34 546 −15,94 1 751 −15,87
2025-08-01 13F Integral Investment Advisors, Inc. 99 062 64,15 5 020 64,32
2025-08-14 13F Acorn Wealth Advisors, LLC 47 154 −9,11 2 390 −9,03
2025-08-12 13F Pathstone Holdings, LLC 8 672 −47,83 439 −47,80
2025-08-11 13F TD Waterhouse Canada Inc. 141 775 124,49 7 150 124,49
2025-07-09 13F Fragasso Group Inc. 22 698 7,26 1 150 7,38
2025-07-15 13F Verum Partners LLC 309 352 −3,36 15 678 −3,27
2025-08-12 13F/A Cozad Asset Management Inc 39 498 −1,42 2 002 −1,33
2025-08-12 13F MAI Capital Management 493 111 509,06 24 991 509,66
2025-07-03 13F First Hawaiian Bank 55 342 0,00 2 805 0,11
2025-07-11 13F Windsor Capital Management, LLC 103 194 −4,22 5 230 −4,13
2025-08-14 13F BancorpSouth Bank 9 993 0,00 506 0,20
2025-05-15 13F Harvest Investment Services, LLC 0 −100,00 0
2025-07-29 13F Latitude Advisors, LLC 22 388 −5,55 1 135 −5,50
2025-07-17 13F Paradigm Financial Partners, Llc 0 −100,00 0
2025-07-23 13F Independent Solutions Wealth Management, LLC 51 682 9,53 2 619 9,67
2025-07-15 13F Aspire Capital Advisors LLC 121 940 −37,09 6 180 −37,03
2025-07-16 13F PFS Partners, LLC 4 961 0,00 251 0,00
2025-08-13 13F Brown Advisory Inc 6 113 7,59 310 7,67
2025-07-15 13F Alhambra Investment Partners LLC 10 262 0,00 520 0,19
2025-08-14 13F Fwl Investment Management, Llc 232 0,00 12 0,00
2025-08-27 NP ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 1 198 330 −81,06 60 731 −81,04
2025-08-06 13F Valued Wealth Advisors LLC 0 −100,00 0
2025-07-23 13F REAP Financial Group, LLC 0 −100,00 0
2025-06-26 NP TDSB - Cabana Target Drawdown 7 ETF 140 098 7 096
2025-08-14 13F Peapack Gladstone Financial Corp 585 114 4,96 30 3,57
2025-08-13 13F Smith, Moore & Co. 8 294 −2,07 420 −1,87
2025-07-14 13F Park Avenue Securities Llc 22 151 1
2025-07-31 13F Kathleen S. Wright Associates Inc. 9 811 2,29 497 2,47
2025-07-02 13F Capital Market Strategies LLC 3 971 0,00 201 0,00
2025-07-24 13F Acima Private Wealth, Llc 18 178 27,87 921 28,09
2025-07-21 13F Ameriflex Group, Inc. 1 621 −4,14 82 −3,53
2025-07-24 13F Coordinated Financial Services, Inc. 17 400 85,11 882 86,26
2025-07-23 13F Seamount Financial Group Inc 29 378 38,24 1 489 38,42
2025-07-28 13F Harbour Investments, Inc. 473 102 8,39 23 977 8,49
2025-08-07 13F SFE Investment Counsel 9 907 502
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-07-08 13F Lowe Wealth Advisors, LLC 200 946 1,76 10 184 1,85
2025-08-13 13F Boston Family Office Llc 64 313 −14,15 3 0,00
2025-07-08 13F Goldstone Financial Group, LLC 208 909 −0,68 10 550 −0,94
2025-07-16 13F Kendall Capital Management 193 866 5,97 9 825 6,08
2025-08-08 13F Tanglewood Legacy Advisors, LLC 775 0,00 39 0,00
2025-08-11 13F North Forty Two & Co. 108 213 −0,73 5 484 −0,63
2025-07-25 13F Ellis Investment Partners, LLC 0 −100,00 0
2025-08-14 13F Hilltop Holdings Inc. 121 927 −31,19 6 179 −31,12
2025-07-23 13F Slow Capital, Inc. 34 533 1 750
2025-07-29 13F Angeles Wealth Management, Llc 4 000 −16,25 203 −16,18
2025-07-14 13F AdvisorNet Financial, Inc 584 169 12,17 29 606 12,28
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 277 986 133,18 14 089 134,08
2025-08-15 13F Captrust Financial Advisors 906 410 41,83 45 937 41,97
2025-07-11 13F Pinnacle Bancorp, Inc. 4 925 0,00 250 0,00
2025-07-23 13F Laraway Financial Inc 22 880 −1,71 1 160 −1,61
2025-08-29 NP BRMSX - Bramshill Income Performance Fund Institutional Class 780 797 0,00 39 571 0,10
2025-07-25 13F PrairieView Partners, LLC 402 8,06 0
2025-07-07 13F Centurion Wealth Management LLC 10 160 2,01 515 2,59
2025-08-14 13F Sargent Investment Group, LLC 66 647 −6,33 3 370 −6,47
2025-07-16 13F Perigon Wealth Management, LLC 143 136 −4,99 7 254 −4,89
2025-07-08 13F Lpwm Llc 354 315 11,13 17 957 11,24
2025-05-06 13F Maryland Capital Advisors Inc. 0 −100,00 0
2025-08-06 13F OneAscent Family Office, LLC 7 228 −18,66 0
2025-07-15 13F Norden Group Llc 102 655 −79,72 5 203 −79,70
2025-09-10 13F WT Wealth Management 142 611 10,17 7 228 10,29
2025-07-09 13F Procyon Private Wealth Partners, LLC 57 643 −11,01 2 921 −10,92
2025-07-18 13F Centricity Wealth Management, LLC 128 841 28,37 6 530 28,50
2025-05-15 13F National Wealth Management Group, LLC 14 051 44,99 711 45,70
2025-07-18 13F Pennsylvania Capital Management Inc /adv 41 408 6,88 2 099 6,99
2025-04-17 13F Abound Wealth Management 0 −100,00 0
2025-08-04 13F Buck Wealth Strategies, LLC 253 260 7,25 12 835 7,36
2025-08-13 13F Cary Street Partner Investment Advisory Llc 396 20
2025-08-14 13F Ameriprise Financial Inc 3 582 584 22,77 181 544 23,11
2025-08-27 NP ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 2 001 669 −75,60 101 445 −75,58
2025-07-18 13F TABR Capital Management, LLC 5 930 301
2025-08-13 13F Mayfair Advisory Group, LLC 68 715 −8,52 3 476 −8,60
2025-07-24 13F Greenwood Gearhart Inc 1 310 993 13,87 66 441 13,98
2025-08-11 13F Aptus Capital Advisors, LLC 1 303 0,54 66 1,54
2025-07-29 13F Stratos Wealth Advisors, LLC 135 094 45,49 6 847 45,63
2025-05-08 13F Private Advisory Group LLC 0 −100,00 0 −100,00
2025-07-21 13F Ameritas Advisory Services, LLC 186 732 −41,09 9 464 −41,03
2025-07-22 13F Integrated Capital Management, LLC 5 151 1,88 0
2025-08-05 13F NewSquare Capital LLC 28 950 19,53 1 467 19,66
2025-08-19 13F Anchor Investment Management, LLC 152 449 7,43 7 726 7,54
2025-08-20 13F/A Thompson Davis & Co., Inc. 40 999 46,88 2 078 46,99
2025-08-05 13F Arrowroot Family Office, LLC 61 539 10,55 3 119 11,24
2025-08-15 13F State of Tennessee, Treasury Department 1 181 800 −13,11 59 894 −13,02
2025-08-12 13F Kensington Asset Management, LLC 72 857 3 692
2025-08-05 13F Lifeworks Advisors, LLC 36 123 −3,99 1 831 −3,89
2025-07-18 13F Parkside Investments, LLC 297 687 −18,95 15 087 −18,87
2025-08-07 13F Tfo-tdc, Llc 46 442 2 354
2025-08-14 13F Colony Group, LLC 687 842 0,41 34 860 0,50
2025-07-29 13F Master's Wealth Management Inc. 5 563 1,33 282 1,44
2025-07-21 13F Barrett & Company, Inc. 3 475 −5,44 176 −5,38
2025-07-18 13F Parsons Capital Management Inc/ri 26 565 2,16 1 346 2,28
2025-07-14 13F Financial Enhancement Group LLC 156 424 14,96 7 906 15,00
2025-08-06 13F Legacy Investment Solutions, LLC 72 −57,89 4 −62,50
2025-08-07 13F Flagship Wealth Advisors, Llc 939 0,00 48 0,00
2025-07-15 13F Kwmg, Llc 260 247 5,61 13 189 5,71
2025-07-17 13F Eagle Bluffs Wealth Management LLC 56 708 −3,71 2 874 −3,62
2025-08-08 13F Donoghue Forlines LLC 533 117 27 018
2025-08-08 13F Turn8 Private Wealth Inc. 6 592 1,14 334 1,21
2025-08-12 13F Global Retirement Partners, LLC 127 467 −0,15 6 460 0,47
2025-07-23 13F Winthrop Advisory Group LLC 126 700 43,29 6 421 43,45
2025-07-10 13F Fortress Wealth Management, Inc. 28 894 −0,37 1 464 −0,27
2025-07-21 13F Ashton Thomas Securities, Llc 8 039 −24,22 407 −24,21
2025-08-06 13F Souders Financial Advisors 386 692 4,67 19 598 4,77
2025-08-14 13F Concorde Financial Corp 126 774 20,16 6 425 20,28
2025-07-15 13F Retireful, LLC 10 936 −11,53 554 −11,36
2025-08-04 13F Roble, Belko & Company, Inc 39 221 4,52 2 0,00
2025-07-28 13F Rosenberg Matthew Hamilton 605 364 −8,11 30 680 −8,02
2025-08-19 13F Newbridge Financial Services Group, Inc. 362 310 1 207,74 18 362 1 209,63
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 732 −75,06 37 −75,00
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 7 329 −29,37 371 −29,33
2025-08-13 13F American Money Management, LLC 4 723 −8,58 239 −8,43
2025-08-20 NP CONWX - Concorde Wealth Management Fund 20 000 0,00 1 014 0,10
2025-07-22 13F Belpointe Asset Management LLC 12 556 69,52 636 70,05
2025-07-28 13F JGP Wealth Management, LLC 91 826 −3,63 4 654 −3,54
2025-08-06 13F Savant Capital, LLC 135 083 −24,56 6 846 −24,48
2025-08-07 13F Kestra Private Wealth Services, Llc 196 895 −2,24 9 979 −2,14
2025-08-14 13F Kovitz Investment Group Partners, LLC 2 447 023 59,94 124 015 60,10
2025-07-31 13F B & T Capital Management DBA Alpha Capital Management 42 100 −10,71 2 134 −10,64
2025-05-28 NP GHMS - Goose Hollow Multi-Strategy Income ETF 0 −100,00 0 −100,00
2025-08-12 13F Cynosure Management, Llc 380 737 −0,03 19 296 0,07
2025-08-13 13F Acorns Advisers, LLC 975 829 0,38 49 0,00
2025-08-05 13F Strategic Financial Concepts, LLC 10 162 −86,29 516 −86,28
2025-08-06 13F Atlantic Union Bankshares Corp 310 595 527,44 15 741 528,09
2025-07-11 13F Skyline Advisors, Inc. 101 703 9,98 5 154 10,10
2025-08-08 13F Firestone Capital Management 13 342 −20,18 676 −20,09
2025-08-13 13F Lido Advisors, LLC 117 796 −1,81 5 970 −1,73
2025-07-11 13F Thomasville National Bank 411 196 −3,28 20 839 −3,18
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0 −100,00
2025-07-24 13F Lokken Investment Group LLC 96 899 −0,41 4 911 −0,32
2025-06-17 13F Ridgepath Capital Management LLC 293 851 −16,35 14 878 −15,92
2025-08-13 13F Generation Capital Management LLC 10 000 0,00 507 0,00
2025-07-24 13F PDS Planning, Inc 31 814 13,20 1 612 13,36
2025-07-07 13F Capital Asset Advisory Services LLC 558 897 4,94 28 208 4,98
2025-07-16 13F Old Port Advisors 48 876 −2,65 2 477 −2,56
2025-07-01 13F Harbor Investment Advisory, Llc 2 414 6,96 122 7,02
2025-08-14 13F Bnp Paribas Arbitrage, Sa 988 281 16,41 50 086 16,53
2025-08-13 13F Idaho Trust Bank 7 056 8,82 358 8,84
2025-05-16 13F Coordinated Financial Services, Inc./CO 13 300 673
2025-07-16 13F BOS Asset Management, LLC 107 993 6,44 5 473 6,56
2025-07-15 13F BKA Wealth Consulting, Inc. 117 779 −5,01 5 969 −4,91
2025-07-31 13F FSM Wealth Advisors, LLC 158 190 0,62 7 985 0,33
2025-07-28 13F WJ Wealth Management, LLC 477 120 −3,76 24 180 −3,67
2025-08-06 13F Hallmark Capital Management Inc 338 130 32,26 17 136 32,40
2025-07-09 13F Divergent Planning, LLC 553 661 28 060
2025-07-07 13F Peterson Wealth Advisors, LLC 932 776 0,10 47 273 0,62
2025-08-07 13F Sierra Ocean, Llc 4 181 212
2025-07-29 13F Activest Wealth Management 0 −100,00 0 −100,00
2025-08-05 13F Mission Wealth Management, Lp 27 493 42,64 1 393 42,87
2025-07-24 13F Comprehensive Money Management Services LLC 16 000 60,00 811 60,08
2025-07-24 13F KC Investment Advisors, LLC 10 676 −65,48 541 −65,43
2025-07-11 13F Farther Finance Advisors, LLC 76 753 81,09 3 890 81,90
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-07-10 13F PMV Capital Advisers, LLC 8 515 −4,51 432 −4,43
2025-08-05 13F Sigma Planning Corp 82 100 13,87 4 161 13,97
2025-08-12 13F Allen Capital Group, LLC 216 752 −15,91 10 985 −15,83
2025-07-16 13F Five Oceans Advisors 9 956 4,59 505 4,78
2025-07-08 13F First International Bank & Trust 111 573 −10,88 5 655 −10,79
2025-08-07 13F Donaldson Capital Management, Llc 394 616 −14,49 19 999 −14,41
2025-05-06 13F Alpha Omega Group, Inc. 5 217 0,46 264 1,15
2025-07-28 13F Private Wealth Asset Management, LLC 250 0,00 13 0,00
2025-08-05 13F BCGM Wealth Management, LLC 4 934 −0,06 250 0,40
2025-07-30 13F Cullen/frost Bankers, Inc. 949 75,42 48 77,78
2025-07-21 13F TFG Advisers LLC 81 457 16,03 4 128 16,15
2025-08-11 13F NewEdge Wealth, LLC 251 607 18,73 12 724 18,59
2025-08-14 13F Aqr Capital Management Llc 40 893 8,15 2 072 8,25
2025-07-22 13F BridgePort Financial Solutions, LLC 7 278 369
2025-08-14 13F Financial Network Wealth Advisors LLC 1 209 −96,57 61 −96,58
2025-08-04 13F IFG Advisory, LLC 152 631 −4,46 7 735 −4,36
2025-07-31 13F Cornerstone Management, Inc. 1 714 006 3,80 86 866 3,90
2025-08-13 13F Transce3nd, LLC 170 42,86 9 33,33
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 3 814 842 42,21 193 336 42,35
2025-07-15 13F Fifth Third Bancorp 1 319 673 7,76 66 881 7,87
2025-07-22 13F Beacon Financial Advisory LLC 99 354 33,12 5 035 33,27
2025-08-06 13F ZEGA Investments, LLC 74 979 12,09 3 800 12,20
2025-07-09 13F Shore Point Advisors, LLC 24 551 0,66 1 244 0,81
2025-08-07 13F Parkside Financial Bank & Trust 1 822 0,00 92 0,00
2025-07-09 13F Fermata Advisors, LLC 43 468 1,17 2 203 1,24
2025-08-12 13F Northstar Financial Companies, Inc. 10 850 25,33 550 25,34
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-07-16 13F Independent Wealth Network Inc. 165 004 −9,87 8 362 −9,79
2025-08-11 13F Anfield Capital Management, LLC 16 0,00 1
2025-05-15 13F/A Orion Portfolio Solutions, LLC 98 586 −9,11 4 991 −8,64
2025-08-05 13F Continuum Wealth Advisors, Llc 19 756 −3,00 1 001 −2,91
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0
2025-08-11 13F United Advisor Group, LLC 115 058 1,46 5 831 1,57
2025-08-15 13F Global View Capital Management LLC 0 −100,00 0
2025-07-08 13F Baker Ellis Asset Management LLC 9 512 −2,06 482 −1,83
2025-05-15 13F Alliancebernstein L.p. 0 −100,00 0 −100,00
2025-07-29 13F Members Capital Advisors Inc 495 000 −50,25 25 087 −50,20
2025-08-08 13F Tiemann Investment Advisors, Llc 176 768 30,42 8 959 30,55
2025-07-01 13F Stonehearth Capital Management, LLC 6 681 −0,93 339 −0,88
2025-07-15 13F Accurate Wealth Management, LLC 4 679 1,39 236 1,72
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-05 13F Westside Investment Management, Inc. 73 618 −16,77 3 729 −16,71
2025-07-31 13F Sage Mountain Advisors LLC 0 −100,00 0
2025-08-04 13F JDM Financial Group LLC 12 873 −19,18 652 −19,11
2025-07-09 13F Sandy Cove Advisors, LLC 4 105 208
2025-07-17 13F BayBridge Capital Group, LLC 61 184 −2,28 3 101 −2,18
2025-08-13 13F Consultiva Wealth Management, Corp. 14 170 27,89 718 28,21
2025-07-07 13F Trust Co 4 756 −0,02 241 0,42
2025-07-30 13F Nottingham Advisors, Inc. 49 710 −19,14 2 519 −19,06
2025-08-08 13F Kingsview Wealth Management, LLC 132 461 0,49 6 713 0,60
2025-08-13 13F MONECO Advisors, LLC 35 207 −0,80 1 784 −0,67
2025-08-08 13F Citizens Financial Group Inc/ri 367 532 26,36 18 626 26,48
2025-06-02 13F SkyView Investment Advisors, LLC 0 −100,00 0
2025-07-09 13F Market Street Wealth Management Advisors Llc 15 401 −38,33 781 −38,29
2025-07-02 13F Crumly & Associates Inc. 356 139 6 371,72 18 049 6 392,45
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 28 100 0,00 1 424 0,14
2025-07-28 13F Patten & Patten Inc/tn 17 597 0,00 892 0,11
2025-05-13 13F Journey Advisory Group, LLC 0 −100,00 0
2025-08-14 13F CIBC World Markets Inc. 8 881 16,84 450 17,19
2025-07-30 13F D.a. Davidson & Co. 339 905 23,87 17 226 24,00
2025-08-14 13F Promus Capital, LLC 0 −100,00 0 −100,00
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 12 511 8,69 634 8,93
2025-08-08 13F Financial Gravity Companies, Inc. 188 0,00 10 0,00
2025-08-12 13F Argent Trust Co 14 276 0,85 724 0,98
2025-04-17 13F Montecito Bank & Trust 10 632 −1,06 538 −0,55
2025-07-24 13F Birch Capital Management, LLC 19 774 −2,91 1 002 −2,81
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 −100,00 0 −100,00
2025-08-13 13F Wealthedge Investment Advisors, Llc 45 433 −2,60 2 303 −2,50
2025-08-12 13F Steward Partners Investment Advisory, Llc 82 733 22,43 4 193 22,54
2025-08-14 13F EP Wealth Advisors, Inc. 49 508 −2,18 2 509 −2,07
2025-07-24 13F Financial Security Advisor, Inc. 245 397 −0,60 12 437 −0,50
2025-07-15 13F ACT Advisors, LLC. 22 232 −10,33 1 127 −10,28
2025-08-14 13F Schwallier Wealth Management LLC 122 821 −6,18 6 225 −6,08
2025-08-06 13F Soltis Investment Advisors LLC 487 444 −1,35 24 704 −1,25
2025-07-22 13F Global Assets Advisory, LLC 0 −100,00 0
2025-07-18 13F Philip James Wealth Mangement, LLC 224 432 1,97 11 374 2,07
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 222 771 2,73 11 290 2,83
2025-08-14 13F Freedom Financial Partners LLC 30 834 1,64 1 563 1,76
2025-08-11 13F WPG Advisers, LLC 2 285 −1,04 116 −0,86
2025-08-13 13F Nicolet Advisory Services, Llc 4 385 222
2025-07-22 13F Simplicity Wealth,LLC 0 −100,00 0
2025-08-28 NP RULE - Adaptive Core ETF 10 936 −11,53 554 −11,36
2025-08-18 13F Front Row Advisors LLC 4 000 0,00 203 0,00
2025-07-29 13F Stratos Wealth Partners, LTD. 312 670 61,51 15 846 61,68
2025-07-14 13F UMA Financial Services, Inc. 6 385 −19,57 324 −19,45
2025-08-14 13F Capital Planning Advisors, LLC 11 994 0,00 608 0,00
2025-08-15 13F/A Rakuten Securities, Inc. 5 66,67 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 39 257 −24,88 1 990 −24,80
2025-07-23 13F Joel Isaacson & Co., LLC 14 283 −15,77 724 −15,73
2025-08-14 13F Mml Investors Services, Llc 1 182 696 23,98 60 22,92
2025-07-31 13F Waldron Private Wealth LLC 16 884 −3,40 856 −3,28
2025-09-04 13F/A Advisor Group Holdings, Inc. 2 750 037 12,83 139 393 12,94
2025-08-12 13F BlackRock, Inc. 4 501 −99,50 228 −99,50
2025-05-01 13F Schechter Investment Advisors, LLC 8 734 442
2025-08-13 13F Quadrant Capital Group Llc 1 667 229 −43,93 84 495 −43,88
2025-08-19 13F Advisory Services Network, LLC 267 036 98,45 13 523 98,50
2025-07-29 13F Aull & Monroe Investment Management Corp 6 684 −2,91 339 −2,87
2025-08-11 13F Strategic Wealth Partners, Ltd. 39 575 8,26 2 006 8,73
2025-04-18 13F Seed Wealth Management, Inc. 0 −100,00 0
2025-08-13 13F Vertex Planning Partners, LLC 0 −100,00 0
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3 047 4,49 154 4,76
2025-08-13 13F Everstar Asset Management, LLC 15 746 42,19 798 42,50
2025-08-07 13F Guidance Capital, Inc 27 406 −7,93 1 385 −7,79
2025-08-13 13F Trustmark National Bank Trust Department 811 134 −5,04 41 108 −4,95
2025-08-06 13F Rialto Wealth Management, LLC 43 551 −14,56 2 207 −14,46
2025-05-01 13F Fifth Third Securities, Inc. 0 −100,00 0
2025-07-15 13F Heritage Oak Wealth Advisors Llc 435 249 9,18 22 058 9,29
2025-07-31 13F Buckingham Strategic Partners 6 565 333
2025-08-15 13F Kestra Advisory Services, LLC 581 880 16,95 29 490 17,07
2025-07-29 13F Harbor Asset Planning, Inc. 3 261 165
2025-05-09 13F Delta Financial Group, Inc. 145 061 63,57 7 75,00
2025-07-08 13F Parallel Advisors, LLC 16 838 2,88 853 3,02
2025-07-15 13F Financial Management Professionals, Inc. 314 012 −34,45 15 914 −34,39
2025-07-14 13F Sowell Financial Services LLC 128 670 3,75 6 521 3,84
2025-07-16 13F Highline Wealth Partners Llc 444 430 33,07 22 524 33,20
2025-07-14 13F Toth Financial Advisory Corp 1 014 0,90 51 2,00
2025-05-09 NP ACIFX - Advisors Capital International Fund 0 −100,00 0 −100,00
2025-07-25 13F Lion Street Advisors, LLC 8 935 41,09 453 41,25
2025-08-08 13F Petix & Botte Co 21 593 −8,17 1 094 −8,07
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 1 245 −81,97 63 −81,95
2025-08-06 13F Wsfs Capital Management, Llc 492 206 4,05 24 945 4,15
2025-07-16 13F/A CX Institutional 30 759 −17,13 2 0,00
2025-08-12 13F Integrated Advisors Network LLC 60 152 42,99 3 048 43,17
2025-08-07 13F Allworth Financial LP 340 088 −8,31 17 236 −8,09
2025-08-14 13F GWM Advisors LLC 916 646 42,14 46 456 42,29
2025-07-15 13F Sheets Smith Wealth Management 50 387 4,69 2 554 4,80
2025-07-09 13F Sandbox Financial Partners, LLC 171 315 2,18 8 682 2,29
2025-08-13 13F D L Carlson Investment Group Inc 9 334 −79,08 473 −79,05
2025-07-09 13F Dynamic Advisor Solutions LLC 584 421 9,01 29 618 9,11
2025-08-05 13F McBroom & Associates, LLC 27 765 0,00 1 406 0,00
2025-07-29 13F Oxbow Advisors, LLC 41 317 15,68 2 094 15,76
2025-07-10 13F Brady Family Wealth, Llc 27 520 3,90 1 395 3,95
2025-08-01 13F Bolthouse Investments, LLC 56 198 −18,14 2 848 −18,04
2025-08-04 13F Hantz Financial Services, Inc. 166 0
2025-07-18 13F Heritage Financial Services, LLC 256 231 −0,77 12 986 −0,67
2025-08-04 13F Kovack Advisors, Inc. 17 406 96,90 882 97,32
2025-08-13 13F Fisher Asset Management, LLC 0 −100,00 0
2025-07-31 13F Wealthfront Advisers Llc 45 693 14,01 2 316 14,10
2025-08-14 13F Ambassador Advisors, LLC 8 030 12,10 407 12,15
2025-07-17 13F Enclave Advisors LLC 222 075 58,31 11 255 58,46
2025-08-27 NP Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 2 761 235 −36,18 139 939 −36,12
2025-08-04 13F Keybank National Association/oh 4 900 0,00 248 0,00
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 98 528 3,25 4 993 3,35
2025-08-07 13F Nwam Llc 120 046 51,08 6 080 51,17
2025-07-23 13F Secured Retirement Advisors, Llc 8 179 −49,94 415 −49,94
2025-08-13 13F Edgestream Partners, L.P. 97 700 47,58 4 951 47,75
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-08-14 13F First Foundation Advisors 47 033 −0,73 2 384 −0,63
2025-08-12 13F Adventist Health System Sunbelt Healthcare Corp 1 000 000 0,00 50 680 0,10
2025-07-02 13F Helen Stephens Group, LLC 195 715 −12,44 9 919 −12,35
2025-07-10 13F White Wing Wealth Management 398 396 3,18 20 191 3,57
2025-07-18 13F Brueske Advisory Services, LLC 17 129 9,26 868 9,46
2025-07-31 13F Optimum Investment Advisors 11 0,00 1
2025-08-14 13F Sunbelt Securities, Inc. 902 −37,06 45 −37,50
2025-07-15 13F IMS Capital Management 26 877 17,50 1 362 17,62
2025-08-14 13F Dean, Jacobson Financial Services, LLC 59 146 95,87 2 998 96,14
2025-05-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-08-12 13F Laurel Wealth Advisors LLC 12 721 4 968,13 0 −100,00
2025-04-30 13F J Hagan Capital, Inc. 119 568 6 023
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-05-15 13F IronBridge Private Wealth, LLC 228 704 −0,32 11 579 0,20
2025-08-01 13F Rossby Financial, LCC 53 −99,76 3 −99,82
2025-07-22 13F Merit Financial Group, LLC 217 749 73,02 11 036 73,21
2025-08-07 13F Sollinda Capital Management LLC 546 053 3,09 27 674 3,18
2025-08-08 13F L & S Advisors Inc 21 917 1 111
2025-08-11 13F FSA Wealth Management LLC 200 0,00 10 0,00
2025-08-04 13F Spire Wealth Management 1 690 544 −20,92 85 677 −20,84
2025-08-07 13F Americana Partners, LLC 35 913 14,21 1 820 14,32
2025-08-11 13F Regal Investment Advisors LLC 16 224 −12,26 822 −12,18
2025-07-22 13F IVC Wealth Advisors LLC 4 587 232
2025-07-29 13F Signature Estate & Investment Advisors Llc 7 288 369
2025-08-15 13F Lantern Wealth Advisors, LLC 4 495 228
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-07-22 13F Mascoma Wealth Management LLC 414 514 −0,29 21 008 −0,19
2025-07-23 13F IMZ Advisory Inc 377 971 −3,86 19 125 −3,92
2025-08-13 13F Tobias Financial Advisors, Inc. 11 359 0,61 576 0,70
2025-09-03 13F Ballentine Capital Advisors, Inc 41 852 59,94 2 121 60,20
2025-07-25 13F Concurrent Investment Advisors, LLC 99 622 13,76 5 049 13,87
2025-07-25 13F Atria Wealth Solutions, Inc. 331 249 −36,22 16 780 −36,19
2025-08-04 13F Adell Harriman & Carpenter Inc 83 505 −2,95 4 232 −2,85
2025-07-07 13F Life Line Wealth Management Llc 9 140 1,14 463 1,31
2025-08-14 13F Ruggaard & Associates LLC 297 298 −0,83 15 067 −0,72
2025-07-17 13F Global Trust Asset Management, LLC 533 0,00 27 3,85
2025-08-07 13F Meridian Financial Partners LLC 136 546 −15,07 7 −25,00
2025-08-13 13F First Trust Advisors Lp 4 001 203
2025-08-12 13F WealthTrak Capital Management LLC 23 323 −2,55 1 182 −2,39
2025-08-14 13F Betterment LLC 11 291 079 22,92 572 23,01
2025-08-14 13F Fmr Llc 13 190 727 10,36 668 506 10,47
2025-07-24 13F Robertson Stephens Wealth Management, LLC 13 984 3,26 709 3,36
2025-08-12 13F Indie Asset Partners, LLC 0 −100,00 0
2025-07-29 13F Novare Capital Management Llc 68 148 30,83 3 454 30,94
2025-07-23 13F Heck Capital Advisors, LLC 0 −100,00 0
2025-07-28 13F BRYN MAWR TRUST Co 1 991 −74,90 101 −75,06
2025-07-31 13F Guardian Wealth Advisors, LLC 46 807 7,97 2 372 8,11
2025-08-12 13F Wealth Advisors of Iowa, LLC 295 328 −44,36 14 967 −44,30
2025-08-13 13F Flow Traders U.s. Llc 8 501 −92,89 0 −100,00
2025-08-08 13F Thoroughbred Financial Services, Llc 18 103 −44,55 1 −100,00
2025-08-14 13F Vivaldi Capital Management, LLC 4 575 0,00 232 0,00
2025-07-29 NP TSPX - Twin Oak Active Opportunities ETF 450 011 −77,65 22 780 −77,66
2025-08-12 13F Northeast Planning Associates, Inc. / Nh / 217 891 −12,41 11 043 −12,32
2025-05-16 13F Logan Capital Management Inc 0 −100,00 0 −100,00
2025-07-09 13F Westmount Partners, LLC 0 −100,00 0
2025-08-07 13F Mosaic Financial Group, Llc 19 558 −12,77 1 −100,00
2025-08-14 13F Temasek Holdings (Private) Ltd 0 −100,00 0
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 6 118 1,14 310 1,31
2025-08-04 13F Syverson Strege & Co 164 575 −6,25 8 341 −6,16
2025-08-08 13F Crossmark Global Holdings, Inc. 31 815 2,51 1 612 2,61
2025-08-19 13F Asset Dedication, LLC 7 0
2025-08-01 13F Bessemer Group Inc 820 2,50 0
2025-07-17 13F MBA Advisors LLC 65 861 7,04 3 338 7,13
2025-08-13 13F Gibbs Wealth Management 16 690 846
2025-08-18 13F Hershey Financial Advisers, LLC 77 867 3 946
2025-07-28 13F Elmwood Wealth Management, Inc. 119 156 8,07 6 039 8,17
2025-08-06 13F Modera Wealth Management, LLC 6 378 −0,44 323 −0,31
2025-07-24 13F Eastern Bank 0 −100,00 0
2025-07-15 13F Clarus Group, Inc. 463 748 −1,88 23 503 −1,78
2025-07-31 13F Whipplewood Advisors, LLC 18 986 −67,11 962 −1,13
2025-08-06 13F Wedbush Securities Inc 45 064 70,39 2 100,00
2025-07-09 13F WealthCare Investment Partners, LLC 8 467 −4,79 428 −4,90
2025-08-05 13F Plante Moran Financial Advisors, LLC 21 1
2025-07-22 13F Berger Financial Group, Inc 4 874 −1,83 247 −1,59
2025-08-12 13F Vestor Capital, Llc 812 0
2025-08-13 13F RPg Family Wealth Advisory, LLC 178 628 −44,83 9 053 −44,78
2025-08-18 13F Geneos Wealth Management Inc. 125 132 32,73 6 342 32,85
2025-07-30 13F Alexis Investment Partners, LLC 159 122 152,65 8 062 152,89
2025-07-16 13F Cahaba Wealth Management, Inc. 334 126 −0,61 16 933 −0,52
2025-07-14 13F Chapin Davis, Inc. 12 095 0,00 613 0,00
2025-07-23 13F Castle Rock Wealth Management, LLC 20 428 −68,29 1 034 −68,23
2025-08-06 13F Nvwm, Llc 68 452 70,52 3 469 70,72
2025-07-22 13F Wealthcare Advisory Partners LLC 86 739 −5,88 4 396 −5,81
2025-08-11 13F Inspire Advisors, LLC 25 726 −29,22 1 304 −29,18
2025-08-12 13F SRS Capital Advisors, Inc. 28 837 −92,53 1 461 −92,52
2025-08-13 13F Rsm Us Wealth Management Llc 201 475 2,41 10 211 2,51
2025-08-08 13F TD Capital Management LLC 226 957 4,44 11 502 4,54
2025-07-23 13F Gentry Private Wealth, Llc 0 −100,00 0
2025-07-24 13F Financial Connections Group, Inc. 142 805 9,07 7 16,67
2025-08-14 13F Core Wealth Advisors, Inc. 16 139 0,00 818 0,00
2025-08-11 13F Insight 2811, Inc. 79 287 −15,17 4 018 −15,09
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 293 581 18,19 14 879 18,30
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 605 −4,72 31 −6,25
2025-07-16 13F Formidable Asset Management, LLC 85 523 0,00 4 330 0,00
2025-08-08 13F ProVise Management Group, LLC 75 513 −15,83 3 827 −15,76
2025-08-28 NP PWRAX - Power Income Fund Class A 490 545 −15,50 24 861 −14,98
2025-08-13 13F SMART Wealth LLC 0 −100,00 0
2025-07-25 13F SPC Financial, Inc. 12 262 −8,25 621 −8,14
2025-07-02 13F/A Bank Of Nova Scotia 0 −100,00 0
2025-08-05 13F Next Capital Management LLC 20 185 −48,44 1 023 −48,44
2025-08-12 13F Financial Advocates Investment Management 32 063 −20,02 1 625 −19,96
2025-05-07 13F Baron Silver Stevens Financial Advisors, Llc 0 −100,00 0
2025-07-10 13F Moller Financial Services 6 812 345
2025-07-17 13F Capital Insight Partners, Llc 4 696 0,00 238 0,00
2025-08-14 13F/A Skopos Labs, Inc. 225 11
2025-08-14 13F/A Rockefeller Capital Management L.P. 630 157 10,72 31 936 10,83
2025-07-09 13F Catalyst Private Wealth, Llc 14 087 0,00 714 0,00
2025-07-18 13F Bartlett & Co. Wealth Management Llc 67 504 −5,83 3 421 −5,73
2025-08-05 13F Cherry Tree Wealth Management, LLC 22 488 2,43 1 140 2,52
2025-07-31 13F McCarthy Asset Management, Inc. 93 102 1,35 4 718 1,44
2025-08-11 13F HighTower Advisors, LLC 736 843 5,40 37 343 5,50
2025-08-14 13F Modern Wealth Management, LLC 111 027 −4,04 5 627 −3,96
2025-08-07 13F Traynor Capital Management, Inc. 24 401 1 232
2025-08-12 13F Putnam Fl Investment Management Co 6 610 335
2025-07-11 13F Caldwell Securities, Inc 6 689 2,17 339 2,11
2025-07-31 13F Harbour Investment Management Llc 116 042 84,17 5 881 84,36
2025-08-13 13F West Wealth Group, LLC 9 718 491
2025-08-14 13F Fairview Capital Investment Management, Llc 708 208 2,11 35 892 2,22
2025-08-14 13F Aprio Wealth Management, LLC 94 869 −5,64 4 808 −5,56
2025-07-31 13F Resonant Capital Advisors, LLC 188 909 −16,01 9 574 −15,93
2025-07-31 13F Hixon Zuercher, LLC 62 340 5,46 3 159 5,58
2025-07-31 13F Oak Harbor Wealth Partners, Llc 9 409 1,93 477 1,93
2025-07-24 13F MSH Capital Advisors LLC 37 980 35,95 1 925 36,07
2025-08-28 NP GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A 42 572 −21,16 2 158 −20,67
2025-07-18 13F Marino, Stram & Associates Llc 23 842 61,99 1 208 62,15
2025-08-08 13F Sittner & Nelson, Llc 200 10
2025-07-30 13F Roman Butler Fullerton & Co 14 639 −5,88 741 −5,48
2025-08-07 13F Apeiron RIA LLC 90 304 −0,52 4 577 −0,41
2025-08-26 NP Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 32 750 2,36 1 660 2,47
2025-07-22 13F Hickory Asset Management, Inc. 4 585 −22,09 232 −21,89
2025-07-24 13F Agate Pass Investment Management, LLC 9 902 0,94 502 1,01
2025-07-08 13F Adamsbrown Wealth Consultants Llc 62 414 37,50 3 163 37,64
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 85 866 −4,03 4 352 −3,95
2025-07-30 13F Whittier Trust Co Of Nevada Inc 1 040 −20,00 53 −20,00
2025-07-30 13F First Citizens Bank & Trust Co 0 −100,00 0
2025-07-15 13F GSB Wealth Management, LLC 81 307 48,09 4 121 48,25
2025-08-06 13F Financial Advisory Corp /ut/ /adv 9 100 1,25 0
2025-08-08 13F Avantax Advisory Services, Inc. 1 203 845 34,69 61 011 34,83
2025-07-30 NP FAUDX - Strategic Advisers Short Duration Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 743 594 0,01 442 601 −0,07
2025-04-17 13F Janney Montgomery Scott LLC 0 −100,00 0
2025-06-03 13F Invst, LLC 176 985 −16,87 8 961 −16,44
2025-07-16 13F Kennedy Investment Group 4 034 1,08 204 0,99
2025-05-14 13F Heritage Wealth Partners, LLC 17 306 −3,14 876 −2,56
2025-07-29 13F International Assets Investment Management, Llc 58 755 20,27 2 978 20,38
2025-08-14 13F RMB Capital Management, LLC 8 895 47,56 451 47,54
2025-07-16 13F ORG Wealth Partners, LLC 90 486 −13,90 4 569 −13,86
2025-08-14 13F Financial Engines Advisors L.L.C. 97 771 4 955
2025-06-26 NP FARX - Frontier Asset Absolute Return ETF 17 072 −6,38 865 −6,29
2025-07-07 13F Global Wealth Strategies & Associates 0 −100,00 0
2025-07-31 13F Gill Capital Partners, Llc 7 458 378
2025-07-23 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-04 13F Whalen Wealth Management Inc. 44 576 2 259
2025-07-24 13F Lee Financial Co 9 459 10,52 479 10,62
2025-08-19 13F Cape Investment Advisory, Inc. 1 496 −1,58 76 −1,32
2025-07-16 13F Essex Financial Services, Inc. 209 833 13,26 10 634 13,38
2025-07-14 13F Masso Torrence Wealth Management Inc. 9 318 0,00 472 0,21
2025-08-07 13F Rollins Financial Advisors, LLC 5 144 −44,57 261 −44,56
2025-08-14 13F Royal Bank Of Canada 4 367 887 25,24 221 365 25,36
2025-07-23 13F InTrack Investment Management Inc 5 534 −8,59 280 −8,50
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 216 467 6,19 10 971 6,29
2025-08-08 13F Cetera Investment Advisers 1 937 480 −2,11 98 191 −2,01
2025-06-26 NP FCBD - Frontier Asset Core Bond ETF 55 605 −54,61 2 816 −54,57
2025-08-25 13F/A Neuberger Berman Group LLC 274 884 42,27 13 931 42,41
2025-07-18 13F Consolidated Portfolio Review Corp 24 784 1 256
2025-07-14 13F Nepsis, Inc. 21 057 −54,69 1 067 −54,65
2025-07-28 13F Aries Wealth Management 31 950 −2,44 1 619 −2,35
2025-08-11 13F Rahlfs Capital, Llc 40 675 2 061
2025-07-30 13F Fairway Wealth LLC 3 775 −5,01 191 −4,98
2025-08-13 13F BlackDiamond Wealth Management Inc. 4 948 −1,06 250 −1,19
2025-08-06 13F OneAscent Wealth Management LLC 42 432 17,62 2 100,00
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 0 −100,00 0
2025-07-15 13F Revisor Wealth Management LLC 12 757 145,04 644 144,87
2025-07-23 13F Cannon Wealth Management Services, LLC 9 628 −0,69 488 −0,41
2025-08-14 13F Wealth Advisors of Tampa Bay, LLC 165 246 85,68 8 375 85,88
2025-07-11 13F Petredis Investment Advisors Llc 21 067 1 068
2025-08-14 13F Integrated Investment Consultants, LLC 31 140 407,17 1 578 409,03
2025-08-14 13F Bramshill Investments, LLC 780 797 0,00 39 571 0,10
2025-08-04 13F Cottage Street Advisors LLC 29 351 147,69 1 488 148,25
2025-06-17 13F Howe & Rusling Inc 0 −100,00 0
2025-08-04 13F Prairie Wealth Advisors, Inc. 15 179 −5,98 769 −5,88
2025-08-06 13F Centerpoint Advisory Group 8 839 −14,91 448 −14,86
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-08-05 13F AGH Wealth Advisors, LLC 12 000 0,00 608 0,16
2025-08-07 13F Cahill Financial Advisors Inc 12 962 53,47 657 53,63
2025-04-28 13F Great Point Wealth Advisors, LLC 619 005 5,22 31 340 5,77
2025-07-10 13F Security National Bank 89 922 11 196,73 4 557 11 292,50
2025-07-15 13F Garrett Investment Advisors LLC 19 638 7,24 995 7,34
2025-07-30 13F Eqis Capital Management, Inc. 23 746 −80,25 1 203 −80,23
2025-09-04 13F Beacon Capital Management, Inc. 1 0
2025-07-22 13F Ergawealth Advisors, Inc. 79 971 −9,50 4 053 −9,43
2025-08-14 13F IHT Wealth Management, LLC 93 185 6,30 4 723 6,40
2025-07-21 13F Quattro Financial Advisors Llc 61 283 −1,06 3 106 −0,96
2025-07-07 13F First Citizens Financial Corp 47 248 −30,88 2 395 −30,81
2025-07-28 13F Mutual Advisors, LLC 256 968 14,09 13 010 14,16
2025-07-30 13F Brookstone Capital Management 30 110 71,72 1 526 71,93
2025-07-01 13F BancFirst Trust & Investment Management 51 376 2 603
2025-07-15 13F Td Private Client Wealth Llc 951 48
2025-08-13 13F Saiph Capital, LLC 236 433 −2,30 11 982 −2,20
2025-08-14 13F Helium Advisors LLC 325 571 14,13 16 500 14,24
2025-07-22 13F DAVENPORT & Co LLC 75 979 10,49 3 851 10,60
2025-08-14 13F Wealth Preservation Advisors, LLC 32 0,00 2 0,00
2025-07-21 13F AIFG Consultants Ltd. 18 611 10,20 943 10,29
2025-07-22 13F Miracle Mile Advisors, LLC 213 630 26,03 10 827 26,15
2025-08-12 13F Entruity Wealth, LLC 38 589 23,56 1 956 23,66
2025-07-02 13F Howard Financial Services, Ltd. 62 870 −19,50 3 186 −19,42
2025-08-01 13F Centerpoint Advisors, LLC 397 101,52 0
2025-08-04 13F Atria Investments Llc 394 684 179,47 20 003 179,75
2025-08-07 13F Compass Financial Group, Inc. 64 271 −0,26 3 257 −0,15
2025-07-29 13F Flavin Financial Services, Inc. 81 208 −8,45 4 116 −8,37
2025-07-14 13F Painted Porch Advisors LLC 784 0,77 40 0,00
2025-08-11 13F Slagle Financial, LLC 6 602 17,96 335 18,02
2025-08-01 13F Ashton Thomas Private Wealth, LLC 131 308 −7,04 6 655 −6,95
2025-08-14 13F Ironvine Capital Partners, LLC 6 441 0,00 326 0,00
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 4 548 −93,96 230 −92,96
2025-08-04 13F Arkadios Wealth Advisors 39 899 −11,71 2 022 −11,63
2025-07-29 13F Financial Futures Ltd Liability Co. 16 006 811
2025-08-12 13F Holderness Investments Co 51 730 13,47 2 622 13,56
2025-07-17 13F LexAurum Advisors, LLC 569 580 85,89 28 866 86,08
2025-07-18 13F Chelsea Counsel Co 485 0,00 25 0,00
2025-08-11 13F Root Financial Partners, LLC 11 275 182,44 571 182,67
2025-07-31 13F West Michigan Advisors, Llc 58 668 0,93 2 973 1,05
2025-08-05 13F GHP Investment Advisors, Inc. 70 1,45 4 0,00
2025-07-08 13F Rise Advisors, LLC 40 909 7,54 2 073 7,63
2025-07-18 13F Access Financial Services, Inc. 12 776 1,14 647 1,25
2025-07-21 13F Ascent Group, LLC 4 781 16,16 242 16,35
2025-08-18 13F Second Line Capital, LLC 5 350 0,45 271 0,74
2025-07-30 13F Arbor Investment Advisors, LLC 409 240 2,81 20 740 2,91
2025-05-07 13F Spectrum Wealth Counsel, LLC 13 696 −24,44 693 −24,10
2025-08-06 13F First Horizon Advisors, Inc. 3 965 7,16 201 6,95
2025-07-24 13F Galvin, Gaustad & Stein, LLC 56 548 24,30 2 866 24,40
2025-08-14 13F Millennium Management Llc 28 148 −88,67 1 427 −88,66
2025-07-10 13F Exchange Traded Concepts, Llc 516 342 −70,34 26 168 −70,31
2025-08-04 13F Assetmark, Inc 1 406 864 6,41 71 300 6,51
2025-08-04 13F BLB&B Advisors, LLC 40 761 32,33 2 066 32,46
2025-08-11 13F Wealthgarden F.s. Llc 48 139 14,23 2 438 14,25
2025-07-25 13F Total Clarity Wealth Management, Inc. 15 820 41,39 802 42,27
2025-08-11 13F HHM Wealth Advisors, LLC 5 554 −36,06 281 −35,99
2025-08-14 13F Boston Private Wealth Llc 43 140 −44,46 2 186 −44,40
2025-08-19 13F National Asset Management, Inc. 152 233 20,27 7 715 20,53
2025-05-09 13F Ritter Daniher Financial Advisory LLC / DE 0 −100,00 0
2025-07-17 13F Sterling Investment Advisors, Ltd. 11 350 −8,79 575 −8,73
2025-08-11 13F Private Advisor Group, LLC 1 090 193 11,63 55 251 11,74
2025-07-15 13F StoneCrest Wealth Management, Inc. 43 889 22,28 2 224 22,40
2025-07-11 13F/A Umb Bank N A/mo 28 291 −18,96 1 434 −18,90
2025-08-12 13F FourThought Financial Partners, LLC 23 948 −14,91 1 214 −14,82
2025-08-14 13F Hrt Financial Lp 214 769 11
2025-08-12 13F Lodestone Wealth Management LLC 129 821 −0,30 6 579 −0,20
2025-07-24 13F Etesian Wealth Advisors, Inc. 5 111 0,55 259 0,78
2025-08-14 13F Bank Of America Corp /de/ 16 306 977 15,29 826 438 15,40
2025-08-11 13F United Capital Financial Advisers, Llc 1 135 570 −1,72 57 551 −1,62
2025-07-23 13F Richardson Capital Management LLC 0 −100,00 0
2025-07-22 13F Rockingstone Advisors LLC 138 060 −58,84 6 997 −58,80
2025-08-04 13F Pinnacle Associates Ltd 17 477 −1,90 886 −1,78
2025-08-14 13F Glenview Trust Co 9 307 0,75 472 0,86
2025-08-12 13F Founders Financial Alliance, LLC 101 999 7,03 5 169 7,13
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2025-07-17 13F Keystone Global Partners, LLC 1 807 −11,29 92 −11,65
2025-07-24 13F Live Oak Investment Partners 16 746 −0,86 849 −0,82
2025-08-07 13F Pcg Asset Management, Llc 26 575 12,13 1 347 12,26
2025-08-12 13F Atlas Capital Advisors Llc 11 466 −0,78 581 −0,68
2025-08-14 13F Arete Wealth Advisors, LLC 8 910 80,44 0
2025-07-22 13F Global Strategic Investment Solutions, LLC 16 321 −2,69 827 −2,59
2025-07-17 13F CWA Asset Management Group, LLC 0 −100,00 0
2025-07-21 13F Investment Planning Advisors, Inc. 12 924 54,67 655 54,61
2025-07-23 13F Woodside Wealth Management LLC 74 760 8,32 3 789 8,41
2025-07-09 13F Pallas Capital Advisors LLC 11 997 0,00 608 0,16
2025-07-29 13F Balboa Wealth Partners 10 633 0,00 539 0,00
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-12 13F Richard W. Paul & Associates, LLC 111 −97,56 6 −97,83
2025-08-12 13F Archer Investment Corp 1 791 0,00 91 0,00
2025-08-14 13F Integrity Wealth Advisors, Inc. 4 002 −32,49 203 −32,67
2025-08-04 13F Hicks Capital Management Llc 20 779 −3,17 1 053 −3,04
2025-08-14 13F Newport Capital Group, LLC 89 319 0,22 4 527 0,31
2025-08-05 13F Aurdan Capital Management, LLC 5 437 20,15 276 20,09
2025-08-06 13F Ethos Financial Group, LLC 8 497 −4,23 431 −4,02
2025-07-29 13F Empirical Asset Management, LLC 5 592 0,02 283 0,00
2025-07-23 13F Prime Capital Investment Advisors, LLC 241 612 −23,02 12 245 −22,95
2025-08-07 13F Fountainhead AM, LLC 1 569 722 −12,79 79 553 −12,71
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-08-13 13F BCJ Capital Management, LLC 89 353 4 528
2025-08-12 13F Waterloo Capital, L.P. 8 691 0,00 440 0,00
2025-07-25 13F Cwm, Llc 1 134 769 −2,16 58 −1,72
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-07-17 13F San Luis Wealth Advisors LLC 674 498 36,13 34 36,00
2025-07-18 13F Childress Capital Advisors, Llc 19 822 −30,90 1 005 −30,85
2025-08-04 13F Noesis Capital Mangement Corp 191 268 13,54 9 693 13,65
2025-08-01 13F First Command Advisory Services, Inc. 411 0,00 21 0,00
2025-08-14 13F Mariner, LLC 911 417 65,82 46 191 65,98
2025-07-22 13F Woodmont Investment Counsel Llc 24 001 175,53 1 216 175,74
2025-08-08 13F Phoenix Wealth Advisors 462 090 1,58 23 419 1,68
2025-08-07 13F Resources Investment Advisors, LLC. 201 159 9,01 10 195 9,12
2025-07-18 13F Forbes J M & Co Llp 12 003 148,46 608 149,18
2025-08-15 13F Brooks, Moore & Associates, Inc. 73 782 38,29 3 736 38,32
2025-07-24 13F Leo Wealth, LLC 38 648 1 959
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-07-09 13F Keystone Wealth Services, LLC 13 161 667
2025-08-13 13F Cerity Partners LLC 5 231 134 5,65 265 114 5,75
2025-09-03 13F American Trust 517 357 697,49 26 220 698,39
2025-07-23 13F West Paces Advisors Inc. 120 198 −1,79 6 092 −1,69
2025-07-31 13F Prentice Wealth Management LLC 8 541 114,98 433 114,93
2025-07-23 13F Kingswood Wealth Advisors, Llc 24 647 −35,96 1 249 −35,88
2025-07-24 13F Stonebridge Financial Group, LLC 4 670 22,09 237 22,28
2025-08-12 13F Blueprint Financial Advisors LLC 54 220 162,45 2 748 162,87
2025-05-05 13F Morningstar Investment Services LLC 13 843 −12,59 1
2025-07-29 13F Foster & Motley Inc 32 487 −35,23 2 −50,00
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-14 13F Operose Advisors LLC 61 0,00 3 0,00
2025-07-09 13F Channel Wealth Llc 14 209 −30,53 720 −30,43
2025-07-22 13F McElhenny Sheffield Capital Management, LLC 25 000 24
2025-08-14 13F Main Street Financial Solutions, LLC 60 759 −4,98 3 079 −4,88
2025-07-17 13F Chatham Capital Group, Inc. 164 054 −21,53 8 314 −21,45
2025-08-25 13F Silverlake Wealth Management Llc 85 594 7,61 4 338 7,70
2025-07-07 13F O'Connor Financial Group LLC 127 340 31,74 6 431 31,41
2025-07-29 13F Swmg, Llc 0 −100,00 0
2025-07-31 13F Orion Capital Management LLC 6 236 −59,30 316 −59,23
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 2 384 083 −20,31 121 −20,53
2025-08-04 13F Simon Quick Advisors, Llc 277 980 0,21 14 088 0,31
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 16 138 −25,06 818 −25,05
2025-08-08 13F Security Financial Services, INC. 8 145 22,37 413 22,62
2025-08-05 13F Huntington National Bank 17
2025-08-13 13F Advocacy Wealth Management Services, LLC 118 612 16,40 6 011 16,51
2025-07-01 13F Private Client Services, Llc 20 244 1 026
2025-07-15 13F LVZ Advisors, Inc. 17 098 −8,70 867 −8,65
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 36 330 1 841
2025-08-08 13F Maple Capital Management, Inc. 29 491 −8,01 1 495 −7,95
2025-07-07 13F Investors Research Corp 0 −100,00 0
2025-07-15 13F Maseco Llp 45 2
2025-07-16 13F Novem Group 70 832 2,45 3 590 2,54
2025-07-17 13F Albion Financial Group /ut 6 670 0,00 338 0,30
2025-07-25 13F Northwest Capital Management Inc 15 226 −13,15 772 −13,08
2025-08-12 13F Franklin Resources Inc 644 297 0,71 32 653 0,81
2025-08-14 13F Ackerman Asset Management, LLC 136 400 49,12 6 913 49,26
2025-08-07 13F Winthrop Capital Management, LLC 3 962 −41,43 0
2025-08-01 13F Koss-Olinger Consulting, LLC 6 896 0,00 349 0,00
2025-08-15 13F/A Symphony Financial, Ltd. Co. 155 055 1 478,97 7 981 1 512,12
2025-07-10 13F Sunflower Bank, N.A. 4 115 0,00 209 0,00
2025-08-04 13F Daymark Wealth Partners, Llc 134 850 10,11 6 834 10,23
2025-08-13 13F Congress Wealth Management LLC / DE / 344 711 10,27 17 470 10,45
2025-05-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-14 13F Narus Financial Partners, LLC 17 482 −22,54 886 −22,50
2025-08-14 13F Ausdal Financial Partners, Inc. 7 350 63,92 372 63,88
2025-07-23 13F TPG Financial Advisors, LLC 23 821 −0,61 1 207 −0,49
2025-07-25 13F NorthRock Partners, LLC 5 623 74,36 285 74,23
2025-08-11 13F Beta Wealth Group, Inc. 6 480 61,27 328 61,58
2025-08-12 13F Park Square Financial Group, LLC 1 257 866,92 64 950,00
2025-08-06 13F Spurstone Advisory Services, LLC 13 0,00 1
2025-08-11 13F Plotkin Financial Advisors, LLC 104 738 16,64 5 308 16,76
2025-08-13 13F Prossimo Advisors, LLC 11 248 0,00 1
2025-08-08 13F Compass Financial Services Inc 457 425 −15,35 23 182 −15,26
2025-08-14 13F Financial Advisory Service, Inc. 74 448 16,12 3 773 16,27
2025-07-29 13F Stephens Inc /ar/ 742 626 −2,94 37 636 −2,84
2025-07-22 13F Brown Miller Wealth Management, LLC 9 724 1,14 493 1,23
2025-08-11 13F Retirement Capital Strategies 25 706 1 303
2025-07-18 13F Requisite Capital Management, LLC 305 124 0,02 15 464 0,12
2025-07-30 13F Blume Capital Management, Inc. 166 8
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 0 −100,00 0
2025-08-06 13F SP Asset Management LLC 68 182 −0,26 3 455 −0,17
2025-08-13 13F Daner Wealth Management, LLC 21 649 −29,27 1 096 −29,26
2025-07-14 13F Signature Securities Group Corporation 9 663 −46,72 490 −46,73
2025-08-11 13F Rothschild Investment Llc 18 0,00 1
2025-08-14 13F AllSquare Wealth Management LLC 52 700 8,21 2 671 8,32
2025-06-26 NP TDSC - Cabana Target Drawdown 10 ETF 146 138 7 402
2025-07-09 13F Fiduciary Alliance LLC 18 130 18,45 919 18,60
2025-08-08 13F VeraBank, N.A. 19 195 973
2025-07-31 13F Washington Trust Advisors, Inc. 2 586 238,93 131 244,74
2025-07-09 13F Lineweaver Wealth Advisors, LLC 20 850 1 057
2025-08-08 13F Condor Capital Management 14 376 0,87 729 0,97
2025-07-23 13F Eagle Rock Investment Company, Llc 15 983 0,00 810 0,12
2025-07-28 13F Smart Portfolios, LLC 20 053 −2,34 1 016 −2,21
2025-08-14 13F Quantinno Capital Management LP 0 −100,00 0
2025-08-12 13F Bokf, Na 0 −100,00 0
2025-07-08 13F Prism Advisors, Inc. 265 484 −4,05 13 455 −3,95
2025-07-30 13F Mills Wealth Advisors LLC 81 363 −37,72 4 123 −37,66
2025-08-08 13F Intrua Financial, LLC 52 015 −22,43 2 636 −22,33
2025-04-28 NP FMCE - FM Compounders Equity ETF 0 −100,00 0 −100,00
2025-07-21 13F DHJJ Financial Advisors, Ltd. 147 087 5,26 7 454 5,37
2025-08-06 13F Quadrant Private Wealth Management, LLC 0 −100,00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 91 −69,26 5 −71,43
2025-07-09 13F Intelligence Driven Advisers, LLC 4 250 −79,02 215 −79,02
2025-07-24 13F Us Bancorp \de\ 36 000 104,23 1 824 104,48
2025-07-24 13F Summit Place Financial Advisors, LLC 31 668 72,87 1 605 73,03
2025-07-30 13F Bleakley Financial Group, LLC 16 229 −4,53 822 −4,42
2025-08-11 13F One Capital Management, LLC 94 532 −0,26 4 791 −0,17
2025-04-14 13F Lloyd Advisory Services, LLC. 0 −100,00 0
2025-07-29 13F Crux Wealth Advisors 9 538 1,15 483 1,26
2025-08-13 13F WCG Wealth Advisors LLC 289 604 29,71 14 677 29,85
2025-04-29 13F Discipline Wealth Solutions, LLC 0 −100,00 0
2025-08-06 13F Atlas Legacy Advisors, LLC 106 158 2,99 5 380 3,10
2025-08-08 13F Flaharty Asset Management, LLC 0 −100,00 0
2025-07-18 13F Precision Wealth Strategies, LLC 4 746 241
2025-04-30 13F Parr Mcknight Wealth Management Group, Llc 0 −100,00 0
2025-07-16 13F RWM Asset Management, LLC 0 −100,00 0
2025-07-24 13F JNBA Financial Advisors 36 139 −5,17 1 832 −5,08
2025-07-16 13F St Germain D J Co Inc 996 0,00 50 0,00
2025-08-29 13F Centaurus Financial, Inc. 284 226 3,73 14 7,69
2025-08-12 13F Proequities, Inc. 0 0
2025-07-15 13F West Oak Capital, LLC 241 592 175,01 122 177,27
2025-07-29 13F Mountain Capital Investment Advisors, Inc 80 521 13,66 4 064 13,46
2025-07-21 13F Future Financial Wealth Managment LLC 5 000 −88,99 253 −89,00
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 5 486 0,00 278 0,36
2025-07-10 13F American Financial Advisors, LLC 125 480 0,84 6 359 0,94
2025-07-24 13F GFG Capital, LLC 0 −100,00 0
2025-08-14 13F UBS Group AG 9 326 265 5,69 472 655 5,80
2025-07-10 13F Andrew Hill Investment Advisors, Inc. 7 684 −1,81 389 −1,77
2025-08-07 13F Authentikos Wealth Advisory, LLC 28 799 115,26 1 460 115,51
2025-08-14 13F NCM Capital Management, LLC 5 348 0,00 271 0,37
2025-07-09 13F Sunpointe, LLC 18 082 6,36 916 6,51
2025-05-15 13F Intrepid Family Office Llc 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 8 104 149 8,77 410 718 8,88
2025-07-29 13F Sowa Financial Group, Inc. 15 473 1
2025-07-23 13F Clear Creek Financial Management, LLC 97 882 1,56 4 961 1,66
2025-07-15 13F Perennial Advisors, LLC 179 543 −5,92 9 099 −5,83
2025-07-24 13F NavPoint Financial, Inc. 204 904 5,85 10 385 5,95
2025-08-06 13F Texas Yale Capital Corp. 35 966 −80,02 1 823 −80,00
2025-07-23 13F Proffitt & Goodson Inc 3 012 −44,09 153 −44,12
2025-08-04 13F Pensionmark Financial Group, Llc 16 536 −78,52 838 −78,50
2025-07-17 13F Wagner Wealth Management, Llc 979 0,00 50 0,00
2025-08-05 13F Ceera Investments, Llc 263 496 36,97 13 354 37,09
2025-07-30 13F Patten Group, Inc. 86 348 14,63 4 376 14,77
2025-07-30 13F Strategic Blueprint, LLC 8 498 −14,30 431 −14,34
2025-08-15 13F Equitable Holdings, Inc. 609 786 1,06 30 904 1,16
2025-07-17 13F Emerald Advisors, LLC 7 608 −21,67 386 −21,59
2025-08-12 13F Southeast Asset Advisors Inc. 98 234 −63,62 4 978 −63,59
2025-07-28 13F Morris Financial Concepts, Inc. 5 011 0,00 254 0,00
2025-04-21 13F Means Investment Co., Inc. 0 −100,00 0
2025-07-08 13F Ehrlich Financial Group 11 481 582
2025-08-06 13F SOUTH STATE Corp 0 −100,00 0
2025-07-21 13F Hilltop National Bank 391 0,00 20 0,00
2025-07-28 13F 5th Street Advisors, LLC 148 431 1,79 7 523 1,90
2025-08-27 13F Barnes Wealth Management Group, Inc 52 809 4,45 2 676 4,57
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-05-07 13F Drive Wealth Management, Llc 0 −100,00 0
2025-08-13 13F Legacy Capital Wealth Partners, LLC 10 300 −3,49 522 −3,33
2025-07-16 13F Investment Partners Asset Management, Inc. 13 491 4,96 684 5,08
2025-07-14 13F Cathy Pareto & Associates, Inc 123 787 13,23 6 274 13,33
2025-08-07 13F CENTRAL TRUST Co 102 147 −0,16 5 177 −0,06
2025-08-13 13F Millstone Evans Group, LLC 8 685 170,31 440 171,60
2025-08-14 13F Mercer Global Advisors Inc /adv 146 577 −38,77 7 429 −38,71
2025-07-15 13F Palumbo Wealth Management LLC 388 328 −0,44 19 680 −0,34
2025-08-06 13F Walkner Condon Financial Advisors LLC 63 668 12,60 3 226 12,68
2025-07-23 13F Nelson Capital Management, LLC 21 941 −0,02 1 112 0,00
2025-08-04 13F Linscomb & Williams, Inc. 7 557 −6,10 383 −6,14
2025-08-12 13F Journey Strategic Wealth Llc 9 407 0,00 477 0,00
2025-08-15 13F Blue Chip Partners, Inc. 28 076 −23,76 1 423 −23,71
2025-08-12 13F CIBC Private Wealth Group, LLC 1 938 −35,96 98 −35,53
2025-08-15 13F Morgan Stanley 60 510 473 9,23 3 066 671 9,34
2025-08-01 13F Envestnet Asset Management Inc 3 990 344 34,66 202 169 34,75
2025-08-06 13F Csenge Advisory Group 13 344 −75,74 675 −75,69
2025-08-04 13F WNY Asset Management, LLC 154 877 −1,58 7 849 −1,47
2025-07-21 13F Catalina Capital Group, LLC 134 766 44,27 6 830 44,41
2025-07-25 13F Pandora Wealth, Inc. 681 0,00 35 0,00
2025-08-13 13F Capital Advisors Wealth Management, LLC 420 353 24,68 21 303 24,80
2025-08-04 13F Integrity Alliance, Llc. 114 426 −15,81 5 799 −15,72
2025-07-17 13F Asio Capital, LLC 35 000 1 774
2025-08-13 13F Jones Financial Companies Lllp 1 144 823 37,16 57 997 37,27
2025-08-15 13F Nikulski Financial, Inc. 49 842 3,53 2 526 3,65
2025-08-13 13F Russell Investments Group, Ltd. 0 −100,00 0
2025-07-11 13F LongView Wealth Management 4 721 239
2025-08-08 13F Larson Financial Group LLC 6 882 8,43 349 8,41
2025-08-11 13F Cornerstone Planning Group LLC 602 1,52 30 3,45
2025-08-08 13F Royal Harbor Partners, LLC 12 936 −86,81 656 −86,80
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-17 13F Greenbush Financial Group, LLC 62 599 3,62 3 173 3,73
2025-08-05 13F J. W. Coons Advisors, LLC 148 580 1,25 7 530 1,36
2025-07-30 13F Wallace Advisory Group, LLC 29 358 −0,53 1 486 0,00
2025-07-31 13F Curio Wealth, Llc 85 8 400,00 4 0,00
2025-08-13 13F Colonial Trust Advisors 118 938 −1,42 6 028 −1,33
2025-07-10 13F Affiance Financial, LLC 16 202 −1,36 821 −1,20
2025-07-17 13F Archford Capital Strategies, LLC 122 375 0,81 6 202 0,89
2025-08-07 13F 49 Wealth Management, Llc 0 −100,00 0
2025-08-06 13F Round Rock Advisors, LLC 1 182 910 18,64 59 950 18,76
2025-08-06 13F Mascagni Wealth Management, Inc. 32 148 −1,28 1 629 −1,15
2025-08-12 13F Tarbox Family Office, Inc. 25 258 −16,09 1 280 −16,01
2025-07-09 13F Krilogy Financial LLC 241 952 3,04 12 262 3,15
2025-07-25 13F Alpha Financial Partners, LLC 5 187 2,90 263 2,75
2025-08-13 13F Colonial Trust Co / SC 55 870 −5,03 2 831 −4,94
2025-07-07 13F New Capital Management LP 98 293 2,34 4 982 2,45
2025-07-28 13F Lunt Capital Management, Inc. 16 149 −2,42 818 −2,27
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 6 853 875 22,65 346 121 22,33
2025-07-16 13F Signature Resources Capital Management, LLC 961 −0,52 49 0,00
2025-07-17 13F K2 Financial Inc. 4 979 −1,66 252 −1,57
2025-08-04 13F Mayflower Financial Advisors, LLC 0 −100,00 0
2025-08-13 13F Continuum Advisory, LLC 27 781 −6,74 1 408 −6,70
2025-07-15 13F Regatta Capital Group, Llc 59 591 −2,77 3 020 −2,67
2025-07-30 13F Whittier Trust Co 1 000 0,00 51 0,00
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 242 1,26 12 0,00
2025-07-24 13F IFP Advisors, Inc 407 436 3,02 20 649 3,12
2025-07-31 13F Perissos Private Wealth Management, LLC 99 976 17,37 5 067 17,49
2025-08-06 13F AE Wealth Management LLC 323 783 −5,06 16 409 −4,97
2025-07-30 13F Avidian Wealth Solutions, LLC 24 495 19,06 1 241 19,21
2025-07-02 13F HBW Advisory Services LLC 159 093 −5,46 8 063 −5,36
2025-08-13 13F Mcmorgan & Co Llc 710 250 75,96 35 995 76,14
2025-08-14 13F Redwood Financial Network Corp 12 375 5,76 627 5,91
2025-07-31 13F Richards, Merrill & Peterson, Inc. 4 980 0,00 252 0,00
2025-08-27 13F/A Brinker Capital Investments, LLC 65 794 −33,26 3 334 −33,20
2025-07-15 13F Patriot Investment Management Inc. 7 454 −1,97 378 −1,82
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 53 903 2,76 2 732 2,86
2025-08-15 13F Keel Point, LLC 17 002 1,43 862 1,53
2025-08-25 13F Fulcrum Equity Management 0 −100,00 0
2025-08-08 13F SBI Securities Co., Ltd. 20 295 18,64 1 029 18,71
2025-07-25 13F We Are One Seven, LLC 853 286 −1,47 43 245 −1,38
2025-07-10 13F Focus Financial Network, Inc. 52 953 49,65 2 684 49,80
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 383 556 0,44 19 439 0,53
2025-08-14 13F Fort Point Capital Partners LLC 9 091 −0,87 461 −0,86
2025-07-31 13F Moloney Securities Asset Management, LLC 26 404 33,56 1 338 33,80
2025-05-27 13F Advisors Capital Management, LLC 0 −100,00 0
2025-07-30 13F Paragon Advisors, LLC 253 330 21,99 12 839 22,12
2025-08-04 13F Creative Financial Designs Inc /adv 96 603 −6,25 4 896 −6,17
2025-05-07 13F Evermay Wealth Management Llc 0 −100,00 0
2025-08-13 13F M Holdings Securities, Inc. 47 009 7,44 2 0,00
2025-07-25 13F One Degree Advisors Inc 6 223 2,86 0
2025-07-16 13F Twelve Points Wealth Management LLC 6 546 0,00 332 0,00
2025-08-12 13F Martin Worley Group 28 374 12,55 1 438 12,62
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista