MDY - SPDR S&P MidCap 400 ETF Trust Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

SPDR S&P MidCap 400 ETF Trust
US ˙ ARCA ˙ US78467Y1073

Grundläggande statistik
Institutionella ägare 1388 total, 1376 long only, 1 short only, 11 long/short - change of −0,29% MRQ
Genomsnittlig portföljallokering 0.4631 % - change of −10,73% MRQ
Institutionella aktier (lång) 29 378 297 (ex 13D/G) - change of 0,82MM shares 2,86% MRQ
Institutionellt värde (lång) $ 14 162 421 USD ($1000)
Institutionellt ägande och aktieägare

SPDR S&P MidCap 400 ETF Trust (US:MDY) har 1388 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 29,378,297 aktier. Största aktieägare inkluderar Kingstone Capital Partners Texas, LLC, Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Northern Trust Corp, Us Bancorp \de\, Pathstone Holdings, LLC, Goldman Sachs Group Inc, Pnc Financial Services Group, Inc., and Moore Capital Management, Lp .

SPDR S&P MidCap 400 ETF Trust (ARCA:MDY) 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 12, 2025 is 600,62 / share. Previously, on September 16, 2024, the share price was 559,24 / share. This represents an increase of 7,40% over that period.

MDY / SPDR S&P MidCap 400 ETF Trust Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

Institutionell sälj/köp-kvot

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

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

MDY / SPDR S&P MidCap 400 ETF Trust Historical Put/Call Ratio
13F- och NPORT-arkiveringar

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-30 13F Pittenger & Anderson Inc 69 817 −0,37 39 550 5,79
2025-08-14 13F German American Bancorp, Inc. 1 242 0,00 704 6,19
2025-08-13 13F Bollard Group LLC 80 0,00 0
2025-08-14 13F Vista Investment Management 1 492 −0,73 845 5,49
2025-08-06 13F Washington Trust Bank 954 81,37 540 92,86
2025-08-14 13F Hrt Financial Lp 108 920 3 580,97 62 6 000,00
2025-07-09 13F Renaissance Investment Group LLC 2 273 −4,21 1 288 1,74
2025-08-08 13F Financial Life Planners 4 038 −19,24 2 288 −14,25
2025-08-12 13F Tarbox Family Office, Inc. 522 0,00 296 6,12
2025-08-14 13F Monograph Wealth Advisors, Llc 835 0,00 475 6,28
2025-08-15 13F Keel Point, LLC 483 5,00 273 11,43
2025-08-04 13F Integrity Alliance, Llc. 363 206
2025-04-17 13F Brown Miller Wealth Management, LLC 0 −100,00 0
2025-07-18 13F Institute for Wealth Management, LLC. 783 −5,89 444 0,00
2025-08-06 13F Round Rock Advisors, LLC 1 241 −8,88 703 −3,31
2025-08-12 13F SRS Capital Advisors, Inc. 252 45,66 143 54,35
2025-07-16 13F Congress Asset Management Co /ma 1 356 115,58 768 129,25
2025-07-30 13F St. Johns Investment Management Company, LLC 4 082 −13,28 2 312 −7,93
2025-07-22 13F Wealthcare Capital Management Llc 519 0,00 294 6,52
2025-07-21 13F Montz Harcus Wealth Management LLC 15 752 0,22 8 923 6,42
2025-07-31 13F Carnegie Capital Asset Management, LLC 20 102 −4,78 11 387 12,70
2025-08-12 13F Harbor Advisory Corp /ma/ 2 743 0,00 1 554 6,15
2025-08-07 13F Prescott Group Capital Management, L.l.c. 49 323 43,70 27 940 52,59
2025-08-08 13F Capstone Financial Advisors, Inc. 15 450 −1,36 8 752 4,75
2025-08-12 13F Fca Corp /tx 1 380 0,00 782 6,11
2025-08-05 13F Alexander Randolph Advisory Inc 404 0,00 229 6,05
2025-08-12 13F Jpmorgan Chase & Co 415 574 −3,21 235 414 2,78
2025-08-13 13F Green Harvest Asset Management LLC 607 37,33 344 45,96
2025-07-24 13F M. Kraus & Co 1 375 0,00 779 6,14
2025-07-25 13F Concord Wealth Partners 47 0,00 27 8,33
2025-08-13 13F Rsm Us Wealth Management Llc 54 401 0,12 3 485 7,53
2025-05-02 13F Napatree Capital Llc 500 5,93 267 −0,75
2025-07-23 13F Objectivity Squared, LLC 776 0,26 439 14,32
2025-08-13 13F Colonial Trust Co / SC 673 0,00 381 6,13
2025-07-01 13F Park National Corp /oh/ 1 282 0,94 726 7,24
2025-08-11 13F Berkeley, Inc 586 0,00 332 6,09
2025-07-30 13F Birch Hill Investment Advisors LLC 475 0,00 269 6,32
2025-08-01 13F Bessemer Group Inc 39 232 −2,71 22 4,76
2025-08-04 13F REDW Wealth LLC 577 −15,64 327 −10,16
2025-08-12 13F Steward Partners Investment Advisory, Llc 24 826 2,01 14 064 8,32
2025-08-14 13F Frisch Financial Group, Inc. 2 050 −1,91 1 0,00
2025-08-13 13F Legacy Capital Wealth Partners, LLC 897 −21,52 508 −16,58
2025-07-17 13F Coastline Trust Co 5 086 8,42 2 881 15,15
2025-08-11 13F Private Advisor Group, LLC 11 843 −2,75 6 709 3,26
2025-07-15 13F Evanson Asset Management, LLC 2 061 5,75 1 168 12,32
2025-07-24 13F Costello Asset Management, INC 172 0,00 97 6,59
2025-08-04 13F Pensionmark Financial Group, Llc 16 001 −1,27 9 064 4,83
2025-07-30 13F Evermay Wealth Management Llc 250 0,00 142 6,77
2025-07-15 13F Marquette Asset Management, LLC 800 0,00 453 6,34
2025-08-11 13F Summit Wealth Partners, LLC 3 272 −1,09 1 853 4,99
2025-07-09 13F Veracity Capital LLC 4 359 0,00 2 469 6,19
2025-07-17 13F Montis Financial, LLC 857 −0,46 485 5,66
2025-07-30 13F Green Square Capital Advisors Llc 4 535 −8,88 2 569 −3,24
2025-07-21 13F Hilltop National Bank 125 0,00 71 −1,41
2025-08-14 13F Tennessee Valley Asset Management Partners 1 371 −1,08 777 5,01
2025-07-29 13F BKD Wealth Advisors, LLC 2 819 15,77 1 597 22,86
2025-07-21 13F Hudson Valley Investment Advisors Inc /adv 4 321 −2,66 2 448 3,34
2025-07-31 13F Carrera Capital Advisors 1 501 −8,64 853 −2,96
2025-07-29 13F Hoese & Co LLP 400 0,00 227 6,10
2025-08-04 13F Spinnaker Trust 5 056 −0,02 2 864 6,15
2025-07-02 13F Dentgroup LLC 744 46,46 422 55,93
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 1 191 0,00 635 −6,34
2025-08-07 13F Northwest Bancshares, Inc. 3 255 9,74 1 844 16,50
2025-07-29 13F Lutz Financial Services LLC 19 107 −0,02 10 824 6,16
2025-08-15 13F Semmax Financial Advisors Inc. 133 0,00 76 5,63
2025-05-15 13F BlueCrest Capital Management Ltd 0 −100,00 0 −100,00
2025-07-17 13F DiNuzzo Private Wealth, Inc. 50 0,00 28 7,69
2025-08-14 13F Symmetry Investments LP 13 250 −24,26 7 506 −19,59
2025-07-10 13F Focus Financial Network, Inc. 2 753 −4,14 1 559 1,83
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-14 13F Scientech Research LLC 3 043 277,54 1 724 301,63
2025-08-11 13F Long Road Investment Counsel, LLC 1 750 32,58 991 40,77
2025-07-09 13F Baron Financial Group, LLC 4 007 −3,00 2 270 2,95
2025-07-23 13F Canopy Partners, LLC 17 127 −2,28 9 702 3,76
2025-08-07 13F Midland Wealth Advisors Llc 881 −14,96 499 −9,60
2025-08-19 13F Hohimer Wealth Management, Llc 1 316 6,56 745 13,22
2025-07-21 13F Financial Council Asset Management Inc 585 0,00 331 6,09
2025-07-17 13F Sfm, Llc 1 825 0,00 1 034 6,17
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 70 048 10,88 39 681 17,74
2025-07-21 13F Stock Yards Bank & Trust Co 2 539 2,75 1 438 9,10
2025-07-08 13F Zrc Wealth Management, Llc 1 582 −15,76 896 −10,68
2025-07-30 13F SkyOak Wealth, LLC 400 −33,33 227 −29,37
2025-07-14 13F UMA Financial Services, Inc. 50 0,00 28 7,69
2025-04-23 13F Sabal Trust CO 4 708 2,50 2 512 −4,01
2025-08-14 13F Abound Financial, Llc 839 −2,89 475 3,26
2025-05-15 13F BW Gestao de Investimentos Ltda. 0 −100,00 0 −100,00
2025-08-13 13F Millstone Evans Group, LLC 2 757 −1,18 1 562 4,91
2025-04-14 13F Strategic Wealth Designers 0 −100,00 0 −100,00
2025-07-16 13F West Branch Capital LLC 50 0,00 28 7,69
2025-05-15 13F Passaic Partners LLC 0 −100,00 0
2025-08-08 13F Smithfield Trust Co 1 219 0,00 1
2025-08-11 13F Guidance Point Advisors, LLC 514 0,39 291 6,23
2025-08-08 13F Sawgrass Asset Management Llc 1 393 0,00 789 6,19
2025-07-16 13F Exeter Financial, LLC 450 0,00 255 5,83
2025-07-09 13F Central Bank & Trust Co 14 258 −6,13 8 077 −0,33
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 6 965 −3,85 4 0,00
2025-08-06 13F Bensler, LLC 465 0,00 263 6,05
2025-08-14 13F Evercore Wealth Management, LLC 15 834 −0,03 8 970 6,15
2025-08-14 13F Raymond James Financial Inc 526 538 −4,95 298 273 0,93
2025-07-11 13F Adirondack Trust Co 10 380 −3,39 5 880 2,58
2025-08-12 13F Heritage Trust Co 544 0,00 308 6,21
2025-07-14 13F Seascape Capital Management 818 0,00 0
2025-07-11 13F Essex Savings Bank 487 17,35 276 24,43
2025-08-14 13F Sand Hill Global Advisors, LLC 12 202 −0,14 6 912 6,04
2025-08-05 13F Washburn Capital Management, Inc. 51 690 −15,21 3 206 −9,90
2025-07-17 13F HCR Wealth Advisors 1 075 0,00 609 6,28
2025-05-14 13F D L Carlson Investment Group Inc 0 −100,00 0 −100,00
2025-08-13 13F Mount Yale Investment Advisors, LLC 309 175
2025-08-18 NP GVMCX - Government Street Mid-Cap Fund 7 000 0,00 3 965 6,19
2025-08-05 13F Gould Asset Management Llc /ca/ 4 426 −32,44 2 507 −28,25
2025-07-29 13F May Barnhard Investments LLC 537 0,00 304 6,29
2025-08-07 13F Resources Investment Advisors, LLC. 6 597 −4,28 3 737 1,66
2025-07-30 13F Whittier Trust Co 132 647 −2,18 75 140 3,87
2025-07-22 13F Appleton Partners Inc/ma 1 440 −25,81 1 −100,00
2025-08-14 13F LaSalle St. Investment Advisors, LLC 1 868 −8,57 1 0,00
2025-07-18 13F First Pacific Financial 431 −3,79 244 2,52
2025-08-04 13F HBK Sorce Advisory LLC 904 36,76 512 45,45
2025-08-04 13F Assetmark, Inc 190 19,50 108 27,38
2025-08-05 13F Marion Wealth Management 1 105 −45,70 626 −42,30
2025-07-10 13F Tompkins Financial Corp 2 241 2,28 1 269 8,65
2025-07-22 13F Private Wealth Group, LLC 1 887 0,00 1 069 6,16
2025-08-04 13F Mesirow Financial Investment Management, Inc. 25 464 −4,69 14 424 1,22
2025-07-25 13F We Are One Seven, LLC 2 254 5,67 1 277 12,13
2025-08-08 13F Jacksonville Wealth Management, LLC 1 137 −2,15 644 3,88
2025-08-14 13F Headlands Technologies LLC 2 604 1 475
2025-08-28 13F/A Lavaca Capital Llc Put 0 −100,00 0 −100,00
2025-07-07 13F TruWealth Advisors, LLC 2 101 0,00 1 190 6,16
2025-08-11 13F HighTower Advisors, LLC 224 683 3,37 127 279 9,76
2025-08-18 13F Hollencrest Capital Management 50 0,00 28 7,69
2025-07-15 13F Optima Capital Llc 617 0,00 351 6,06
2025-08-15 13F Equitable Holdings, Inc. 7 127 −9,58 4 037 −3,97
2025-07-17 13F Stone Point Wealth LLC 1 663 −62,49 942 −60,17
2025-07-17 13F City Holding Co 240 166,67 136 181,25
2025-07-22 13F Clarius Group, LLC 1 426 0,00 808 6,18
2025-08-05 13F Scarborough Advisors, LLC 603 −1,79 342 4,28
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 13 789 −0,17 7 836 6,08
2025-08-13 13F Summit Financial, LLC 10 047 6,39 5 710 13,32
2025-07-31 13F Vaughan David Investments Inc/il 1 344 1
2025-07-18 13F United Bank 1 025 0,00 581 6,23
2025-08-14 13F McIlrath & Eck, LLC 1 095 −2,23 620 3,85
2025-08-06 13F Agf Management Ltd 16 054 −0,59 9 094 5,56
2025-04-10 13F Retirement Planning Group 0 −100,00 0
2025-08-08 13F Islay Capital Management, Llc 88 −10,20 50 −5,77
2025-08-11 13F Hopwood Financial Services, Inc. 10 574 −0,08 5 990 6,11
2025-08-14 13F Old Mission Capital Llc 15 542 8 804
2025-08-27 13F/A Squarepoint Ops LLC Call 0 −100,00 0 −100,00
2025-07-29 13F Curbstone Financial Management Corp 30 806 3,36 17 451 9,75
2025-07-09 13F GEM Asset Management, LLC 2 622 −3,74 1 512 3,56
2025-08-13 13F Beacon Pointe Advisors, LLC 8 839 −3,56 5 007 2,41
2025-07-21 13F Sage Financial Management Group, Inc. 4 356 −6,92 2 0,00
2025-07-08 13F Apella Capital, LLC 1 050 0,00 606 12,66
2025-08-14 13F Integrated Wealth Concepts LLC 1 056 3,23 598 9,72
2025-07-21 13F Compass Planning Associates Inc 1 045 0,10 592 6,10
2025-07-11 13F First PREMIER Bank 902 0,00 1
2025-04-03 13F First Hawaiian Bank 47 327 −1,26 25 248 −7,52
2025-08-11 13F Dorsey & Whitney Trust CO LLC 2 004 0,00 1 135 6,17
2025-04-10 13F Bremer Bank National Association 1 858 0,00 991 −6,33
2025-07-25 13F Index Fund Advisors, Inc. 469 0,00 266 6,00
2025-08-14 13F Objective Capital Management, LLC 395 0,25 224 6,19
2025-08-04 13F L.m. Kohn & Company 1 353 0,00 766 6,24
2025-08-14 13F Bnp Paribas Arbitrage, Sa 203 192 −21,50 115 104 −16,64
2025-07-16 13F Meridian Investment Counsel Inc. 8 750 0,31 4 957 6,51
2025-08-05 13F Mathes Company, Inc. 700 0,00 0
2025-08-12 13F Associated Banc-corp 8 534 −7,93 4 834 −2,22
2025-08-12 13F SlateStone Wealth, LLC 2 985 0,00 2 0,00
2025-08-04 13F Bordeaux Wealth Advisors LLC 16 500 −4,60 9 347 1,30
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 80 953 −0,83 47 149 8,27
2025-08-12 13F Coldstream Capital Management Inc 2 363 15,27 1 339 22,42
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 27 377 −0,74 16 7,14
2025-08-13 13F Capital Group Private Client Services, Inc. 11 860 0,02 6 718 6,21
2025-07-23 13F Eagle Strategies LLC 931 −3,02 528 2,93
2025-08-14 13F Basswood Capital Management, L.l.c. Put 0 −100,00 0 −100,00
2025-07-25 13F JustInvest LLC 500 −0,20 283 5,99
2025-07-17 13F Independence Bank of Kentucky 4 789 0,00 2 713 6,19
2025-05-02 13F Capital A Wealth Management, LLC 18 5,88 10 0,00
2025-08-13 13F Northern Trust Corp 1 100 679 −1,39 623 513 4,71
2025-08-07 13F Fagan Associates, Inc. 1 077 0,00 610 6,27
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 9 444 0,00 5 0,00
2025-08-11 13F Bedell Frazier Investment Counseling, LLC 473 0,00 268 5,95
2025-05-13 13F Employees Retirement System of Texas 0 −100,00 0
2025-07-11 13F Grove Bank & Trust 12 325 −3,20 6 982 2,78
2025-07-16 13F Cambridge Advisors Inc. 3 894 0,52 2 206 6,73
2025-08-14 13F Comerica Bank 44 311 −17,94 25 101 −12,86
2025-08-12 13F Change Path, LLC 7 688 20,82 4 355 28,31
2025-08-13 13F Portland Global Advisors LLC 68 185 −1,61 38 625 4,48
2025-08-07 13F Runnymede Capital Advisors, Inc. 1 962 −2,97 1 111 3,06
2025-07-18 13F Broadway Wealth Solutions, Inc. 427 0,00 242 6,17
2025-07-11 13F Kaydan Wealth Management, Inc. 1 220 0,00 691 6,31
2025-07-22 13F Evensky & Katz LLC 7 449 −1,72 4 0,00
2025-07-18 13F Newman Dignan & Sheerar, Inc. 673 0,00 381 6,13
2025-08-06 13F Paladin Advisory Group, LLC 5 853 −0,58 3 316 5,57
2025-07-24 13F Edge Financial Advisors LLC 2 767 0,25 1 568 6,45
2025-07-23 13F Nbt Bank N A /ny 16 526 −5,32 9 362 0,54
2025-08-06 13F Prospera Financial Services Inc 7 718 0,95 4 373 7,21
2025-07-22 13F Belpointe Asset Management LLC 0 −100,00 0
2025-08-07 13F Winch Advisory Services, LLC 79 0,00 45 4,76
2025-08-11 13F Oder Investment Management, LLC 443 0,00 251 5,93
2025-07-21 13F Segment Wealth Management, LLC 6 864 −0,95 3 888 5,17
2025-08-08 13F Gts Securities Llc 1 401 −74,84 794 −73,29
2025-07-11 13F Bell Bank 1 135 −14,98 643 −9,83
2025-07-31 13F Peterson Wealth Services 1 258 0,88 713 7,07
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 10 041 4,86 5 706 11,40
2025-08-13 13F Ark & Tlk Investments, Llc 2 665 0,00 1 510 6,19
2025-08-01 13F Mendel Money Management 470 −5,43 266 0,38
2025-08-06 13F Moors & Cabot, Inc. 1 683 −2,32 953 3,70
2025-08-07 13F/A Ellerson Group Inc /adv 1 215 −2,41 688 3,61
2025-07-11 13F Andrews, Lucia Wealth Management Llc 1 381 −6,05 782 −6,57
2025-07-29 13F Disciplined Investments, LLC 2 632 −0,87 1 491 5,30
2025-08-12 13F Ameritas Investment Partners, Inc. 20 045 3,56 11 355 9,98
2025-04-23 13F Saxony Capital Management, LLC 0 −100,00 0
2025-07-15 13F McCarthy & Cox 867 −3,34 491 2,51
2025-08-12 13F Retirement Planning Co of New England, Inc. 0 −100,00 0
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-14 13F Wetherby Asset Management Inc 7 630 −2,09 4 322 −2,61
2025-07-22 13F Gsa Capital Partners Llp 2 295 40,88 1
2025-08-05 13F Claro Advisors LLC 630 357
2025-05-15 13F American Capital Management Inc 0 −100,00 0
2025-05-29 13F/A Modern Wealth Management, LLC 76 178 2,74 40 761 0,49
2025-05-15 13F CAPROCK Group, Inc. 3 980 4,22 2 129 −2,52
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-05 13F Welch & Forbes Llc 169 447 −0,26 95 988 5,91
2025-08-08 13F Union Savings Bank 6 582 −3,19 3 789 4,44
2025-08-14 13F Millennium Management Llc Call 0 −100,00 0
2025-08-01 13F SYM FINANCIAL Corp 600 −0,50 340 5,61
2025-07-25 13F Astoria Portfolio Advisors LLC. 2 051 0,00 1 195 14,37
2025-08-06 13F Kcm Investment Advisors Llc 14 027 −2,95 7 946 3,06
2025-08-11 13F Western Wealth Management, LLC 1 177 0,00 667 6,22
2025-08-14 13F Murphy & Mullick Capital Management Corp 18 0,00 10 11,11
2025-07-30 13F Parcion Private Wealth LLC 810 0,00 459 6,02
2025-08-05 13F Counterweight Ventures, LLC 400 0,00 227 6,10
2025-07-17 13F Hanson & Doremus Investment Management 475 0,00 0
2025-07-07 13F Wesbanco Bank Inc 4 846 8,00 2 745 14,71
2025-07-16 13F Plancorp, LLC 2 163 0,00 1 225 6,24
2025-07-10 13F Rockland Trust Co 1 601 0,00 907 6,09
2025-07-16 13F FCG Investment Co 1 190 2,67 674 9,06
2025-05-05 13F Lindbrook Capital, Llc 3 681 0,00 1 964 −6,35
2025-07-25 13F Means Investment Co., Inc. 14 409 −1,82 8 163 4,25
2025-08-13 13F Baird Financial Group, Inc. 51 176 −1,10 28 990 5,02
2025-07-30 NP LEXI - Alexis Practical Tactical ETF 9 434 −14,33 5 177 −16,92
2025-07-23 13F Godsey & Gibb Associates 180 −2,70 102 3,06
2025-07-24 13F/A McElhenny Sheffield Capital Management, LLC 505 −5,61 286 0,35
2025-08-14 13F Shapiro Capital Management Llc 0 −100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 1 968 −7,39 1 115 −1,59
2025-08-04 13F Bristlecone Advisors, LLC 6 494 −0,31 3 679 5,87
2025-08-04 13F ArborFi Advisors, LLC 665 −9,15 377 −3,59
2025-04-15 13F Members Wealth Llc 566 0,00 302 −7,95
2025-08-08 13F Evolution Wealth Advisors, LLC 595 −11,85 337 −6,39
2025-08-12 13F Tradition Wealth Management, LLC 461 −1,07 261 5,24
2025-08-12 13F Franklin Resources Inc 19 295 12,92 10 930 19,90
2025-08-08 13F SG Americas Securities, LLC 104 840 −49,56 59 −46,36
2025-08-08 13F Arcadia Investment Management Corp/mi 540 0,00 306 5,90
2025-08-11 13F Johnson Financial Group, LLC 0 −100,00 0
2025-07-07 13F Vishria Bird Financial Group, LLC 989 0,00 560 6,26
2025-08-12 13F Manchester Capital Management LLC 2 078 −17,80 1 177 −12,69
2025-08-12 13F Gladstone Institutional Advisory LLC 734 0,00 416 6,14
2025-08-07 13F Nicollet Investment Management, Inc. 1 245 0,00 1
2025-08-13 13F Scotia Capital Inc. 3 631 9,96 2 056 16,75
2025-08-14 13F Moneta Group Investment Advisors Llc 4 964 3,96 2 812 10,40
2025-08-12 13F Inscription Capital, LLC 433 245
2025-07-16 13F Eagle Global Advisors Llc 905 0,00 513 6,22
2025-07-22 13F Confluence Wealth Services, Inc. 489 277
2025-07-14 13F Wealth Advisory Solutions, LLC 1 000 0,00 566 6,19
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 4 986 0,00 2 824 11,27
2025-04-29 NP PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 54 −1,82 31 −9,09
2025-07-16 13F American National Bank 182 −14,95 103 −9,65
2025-07-09 13F Triumph Capital Management 1 842 1 043
2025-08-14 13F Inspire Trust Co, N.a. 11 000 4,76 6 231 11,25
2025-07-14 13F Mechanics Bank Trust Department 12 657 −19,79 7 170 −14,83
2025-07-24 13F Conning Inc. 40 185 0,00 22 764 6,19
2025-08-14 13F Clientfirst Wealth Management, LLC 3 741 0,00 2 119 6,22
2025-08-14 13F Warren Averett Asset Management, LLC 11 690 2,31 6 622 8,65
2025-08-15 13F Urban Financial Advisory Corp 1 229 −0,65 696 5,61
2025-08-01 13F Providence First Trust Co 1 566 9,43 887 16,25
2025-07-17 13F Investment Advisory Services Inc /tx /adv 460 0,00 261 6,12
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 5 360 −1,71 3 036 4,37
2025-08-14 13F Bank Of Hawaii 2 087 0,00 1 182 6,20
2025-08-14 13F Mariner, LLC 105 365 3,76 59 687 10,20
2025-05-07 13F Meeder Advisory Services, Inc. 0 −100,00 0
2025-08-07 13F Cascade Financial Partners, LLC 1 263 −12,29 715 −6,90
2025-08-12 13F Tableaux Llc 561 000 521
2025-08-13 13F Rosenblum Silverman Sutton S F Inc /ca 3 596 2,86 2 037 9,28
2025-07-22 13F Boston Common Asset Management, LLC 400 0,00 227 6,10
2025-08-14 13F Certified Advisory Corp 1 062 3,51 602 9,87
2025-08-14 13F/A Barclays Plc 11 443 −8,32 6 0,00
2025-07-28 13F Courier Capital Llc 4 013 −12,82 2 273 −7,41
2025-08-01 13F Financial Counselors Inc 570 −99,13 323 −99,08
2025-07-16 13F Meridian Financial, LLC 3 243 −2,99 1 837 2,97
2025-07-17 13F Sound Income Strategies, LLC 1 474 36 750,00 835 41 600,00
2025-07-07 13F First Community Trust Na 90 0,00 51 4,17
2025-05-13 13F Clal Insurance Enterprises Holdings Ltd 0 −100,00 0
2025-07-25 13F Pegasus Asset Management, Inc. 4 988 −1,66 2 826 4,44
2025-08-15 13F Howland Capital Management Llc 1 497 0,00 851 6,25
2025-07-30 13F Clifford Swan Investment Counsel Llc 1 870 0,00 1 059 6,22
2025-05-05 13F Nwam Llc 0 −100,00 0
2025-07-28 13F Evernest Financial Advisors, LLC 871 0,00 493 6,25
2025-04-17 13F Vista Wealth Management Group, LLC 1 642 0,00 876 −6,42
2025-07-24 13F Coordinated Financial Services, Inc. 635 13,39 359 12,89
2025-08-01 13F Capital Investment Counsel, LLC 1 655 255,91 938 277,82
2025-07-11 13F Colorado Capital Management, Inc. 8 824 −6,42 5 −20,00
2025-07-23 13F Valmark Advisers, Inc. 2 690 9,08 1 524 15,82
2025-08-14 13F Bayesian Capital Management, LP 0 −100,00 0
2025-07-30 13F Crewe Advisors LLC 50 435 −1,02 28 571 5,11
2025-08-12 13F Bedel Financial Consulting, Inc. 687 0,00 389 6,87
2025-08-13 13F Haverford Trust Co 7 399 4,23 4 191 10,67
2025-08-05 13F Milestone Asset Management, Llc 717 4,98 406 11,54
2025-08-14 13F Basswood Capital Management, L.l.c. 38 082 21 573
2025-08-07 13F New England Private Wealth Advisors LLC 4 721 0,00 2 749 9,13
2025-07-18 13F Lowery Thomas, Llc 367 208
2025-07-21 13F Single Point Partners, LLC 1 248 0,00 1
2025-07-31 13F Hobart Private Capital, LLC 357 −25,16 202 −20,47
2025-08-14 13F Tandem Wealth Advisors LLC 31 828 8,81 18 030 15,58
2025-07-29 13F Chicago Partners Investment Group LLC 44 902 1,18 26 404 11,70
2025-08-14 13F UBS Group AG Call 22 500 0,00 12 746 6,18
2025-08-14 13F UBS Group AG 610 592 −9,11 345 888 −3,49
2025-08-13 13F Cary Street Partners Financial Llc 2 508 −1,92 1 421 4,11
2025-07-31 13F Intelligent Financial Strategies 3 743 −2,68 2 127 3,40
2025-08-06 13F Quadrant Private Wealth Management, LLC 1 390 0,07 790 6,33
2025-07-08 13F Webster Bank, N. A. 35 0,00 20 5,56
2025-08-18 13F N.E.W. Advisory Services LLC 27 0,00 15 7,14
2025-05-08 13F Strategic Family Wealth Counselors, L.L.C. 0 −100,00 0
2025-08-14 13F Paloma Partners Management Co 0 −100,00 0
2025-07-08 13F Nbc Securities, Inc. 157 0,00 0
2025-08-14 13F Granite FO LLC 16 033 4,94 9 082 11,44
2025-08-13 13F SCS Capital Management LLC 55 547 −9,69 31 527 −4,06
2025-08-13 13F Nbw Capital Llc 7 083 1,75 4 012 8,05
2025-08-01 13F Taylor Financial Group, Inc. 1 929 −4,69 1 093 1,20
2025-07-09 13F Parkside Advisors LLC 460 261
2025-08-14 13F Summit Trail Advisors, Llc 2 474 0,00 1 406 6,27
2025-08-12 13F BlackRock, Inc. 39 525 −24,50 22 390 −19,84
2025-08-11 13F Delta Asset Management Llc/tn 0 −100,00 0
2025-08-04 13F Roble, Belko & Company, Inc 11 −42,11 0
2025-07-28 13F Revolve Wealth Partners, LLC 3 777 −6,00 2 140 −0,19
2025-07-07 13F Bangor Savings Bank 524 0,00 297 6,09
2025-08-19 13F/A Pitcairn Co 2 433 1 378
2025-07-31 13F Optimum Investment Advisors 840 0,00 476 6,03
2025-07-17 13F Financial Partners Group, LLC 1 857 1,36 1 052 7,57
2025-08-13 13F Cresset Asset Management, LLC 23 784 2,48 13 517 8,90
2025-07-18 13F jvl associates llc 19 801 −0,14 11 217 6,03
2025-07-16 13F Dakota Wealth Management 11 889 −0,90 6 735 5,22
2025-07-29 13F Gladwyn Financial Advisors, Inc. 428 242
2025-08-07 13F 1st Source Bank 36 139 0,33 20 472 6,54
2025-07-08 13F Atwood & Palmer Inc 373 0,00 211 6,57
2025-08-13 13F GM Advisory Group, Inc. 2 410 0,00 1 365 6,15
2025-08-06 13F Paulson Wealth Management Inc. 8 487 8,24 4 808 14,95
2025-07-23 13F First Merchants Corp 16 073 −3,27 9 105 2,72
2025-08-26 NP JSBSX - JPMorgan SmartRetirement Blend 2065 Fund Class I 7 982 28,60 4 522 36,54
2025-04-16 13F Everpar Advisors Llc 0 −100,00 0
2025-08-20 13F/A Thompson Davis & Co., Inc. 523 −2,61 296 3,50
2025-07-15 13F Kwmg, Llc 508 0,00 288 5,90
2025-08-13 13F Smith, Moore & Co. 60 296 −0,32 34 157 5,84
2025-08-14 13F City National Bank Of Florida /msd 1 241 −10,46 703 −4,87
2025-08-14 13F Oxford Financial Group Ltd 3 192 0,00 1 808 6,23
2025-07-15 13F Bfsg, Llc 485 0,00 275 6,20
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-25 13F Wealth Architects, LLC 763 −0,13 432 6,14
2025-08-13 13F IAG Wealth Partners, LLC 392 0,00 222 6,22
2025-07-29 13F Citizens Business Bank 475 0,00 269 6,32
2025-06-16 13F Peterson Wealth Management 1 816 3,42 969 −3,20
2025-07-23 13F Hardy Reed LLC 2 775 0,00 1 572 6,15
2025-08-28 NP MGOAX - Victory Munder Mid-Cap Core Growth Fund Class A 6 500 −44,92 3 682 −41,51
2025-07-25 13F Yousif Capital Management, Llc 13 509 −43,28 7 653 −39,77
2025-08-11 13F Principal Securities, Inc. 854 39,31 484 38,40
2025-07-16 13F ORG Wealth Partners, LLC 129 0,00 74 7,25
2025-07-29 13F Morgan Dempsey Capital Management Llc 125 71
2025-08-12 13F XTX Topco Ltd 1 117 −24,32 633 −19,70
2025-07-17 13F Clean Yield Group 124 24,00 70 32,08
2025-08-14 13F Macquarie Group Ltd 0 −100,00 0 −100,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 67 778 2,76 38 395 9,12
2025-08-06 13F Middleton & Co Inc/ma 2 373 −2,59 1 344 3,46
2025-08-27 13F/A Squarepoint Ops LLC Put 0 −100,00 0 −100,00
2025-07-08 13F/A Salem Investment Counselors Inc 4 197 0,00 2 385 6,28
2025-08-05 13F Tsfg, Llc 3 238 −0,67 2 0,00
2025-08-12 13F Cynosure Management, Llc 421 0,00 238 6,25
2025-08-14 13F Fmr Llc 31 265 2,70 17 711 9,06
2025-08-11 13F Highview Capital Management LLC/DE/ 8 240 0,64 4 668 6,85
2025-08-04 13F Canton Hathaway, LLC 115 0,00 0
2025-07-17 13F XML Financial, LLC 2 778 −0,47 1 574 5,71
2025-07-24 13F Cyndeo Wealth Partners, LLC 16 774 43,34 9 502 52,23
2025-08-13 13F Stablepoint Partners, LLC 855 0,71 484 7,08
2025-07-09 13F Emprise Bank 2 096 0,00 1 187 6,17
2025-08-14 13F Atomi Financial Group, Inc. 1 708 −0,99 968 5,11
2025-05-07 13F Integrated Investment Consultants, LLC 0 −100,00 0
2025-07-23 13F Trifecta Capital Advisors, LLC 20 254 0,00 11 473 6,18
2025-07-30 13F Sonata Capital Group Inc 7 476 −1,58 4 0,00
2025-08-05 13F American Capital Advisory, LLC 2 266 −1,52 1 284 4,56
2025-08-07 13F Gryphon Financial Partners LLC 2 201 0,00 1 247 6,13
2025-07-25 13F Apollon Wealth Management, LLC 8 143 −3,22 4 613 2,76
2025-08-05 13F Freestone Capital Holdings, LLC 3 046 −0,85 1 725 5,31
2025-08-11 13F Shufro Rose & Co Llc 426 0,00 227 0,00
2025-07-11 13F Ullmann Financial Group, Inc. 2 504 0,00 1 419 6,22
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 607 11,17 345 18,21
2025-07-11 13F Pinnacle Bancorp, Inc. 520 0,00 295 6,14
2025-08-13 13F Financial & Tax Architects, LLC 0 −100,00 0
2025-08-14 13F Ancora Advisors, LLC 849 −1,51 481 4,79
2025-07-29 13F Sigma Investment Counselors Inc 804 0,00 455 6,31
2025-07-25 13F Johnson Investment Counsel Inc 36 411 0,26 20 626 6,47
2025-08-11 13F Madison Asset Management, LLC 29 164 −16,45 16 521 −11,28
2025-07-21 13F CenterStar Asset Management, LLC 0 −100,00 0
2025-07-18 13F Parsons Capital Management Inc/ri 1 757 0,23 995 6,42
2025-07-30 13F Fusion Family Wealth LLC 500 0,00 283 6,39
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 1 969 75,02 1 115 85,83
2025-08-13 13F Royal Fund Management, LLC 1 075 0,00 609 6,11
2025-07-22 13F Penobscot Investment Management Company, Inc. 5 517 0,00 3 125 6,18
2025-07-15 13F Cora Capital Advisors Llc 363 206
2025-07-21 13F Crews Bank & Trust 6 205 −0,40 3 515 5,78
2025-08-11 13F Frank, Rimerman Advisors LLC 1 958 −0,20 1 109 5,92
2025-08-11 13F GW&K Investment Management, LLC 1 039 0,00 1
2025-08-08 13F Firestone Capital Management 9 217 −0,13 5 221 6,05
2025-07-16 13F Signaturefd, Llc 436 −26,23 247 −21,59
2025-07-11 13F Kingstone Capital Partners Texas, LLC 2 797 139 1 326
2025-07-18 13F Tanager Wealth Management LLP 988 0,00 560 5,87
2025-07-25 13F Sequoia Financial Advisors, LLC 1 372 4,10 777 10,53
2025-07-31 13F New Hampshire Trust 1 134 0,00 642 6,29
2025-08-15 13F Northeast Financial Consultants Inc 513 0,00 291 6,23
2025-08-12 13F Latigo Investments, LLC 10 962 0,00 6 210 6,17
2025-08-13 13F Gamco Investors, Inc. Et Al 5 507 3 119
2025-08-12 13F Edmond De Rothschild Holding S.a. 1 182 0,00 670 6,19
2025-08-08 13F Starr Indemnity & Liability Co 0 −100,00 0
2025-07-14 13F Gries Financial Llc 10 294 −0,01 5 831 6,17
2025-07-21 13F River Street Advisors LLC 1 091 43,36 618 52,59
2025-07-23 13F Sunbeam Capital Management, LLC 2 320 −6,15 1 314 −0,30
2025-08-12 13F TCTC Holdings, LLC 2 686 0,00 1 522 6,22
2025-07-24 13F Capital Advisors, Ltd. LLC 759 −6,76 0
2025-08-08 13F Hartland & Co., LLC 47 015 −9,10 26 633 −3,47
2025-08-11 13F Bellwether Advisors, LLC 41 0,00 23 9,52
2025-08-13 13F Thomas J. Herzfeld Advisors, Inc. 150 0,00 85 5,00
2025-08-14 13F Fiduciary Trust Co 6 137 −1,49 3 476 4,60
2025-07-23 13F Opulen Financial Group LLC 1 162 0,69 658 6,99
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 205 0,00 116 6,42
2025-08-13 13F American Money Management, LLC 1 526 −0,52 864 5,62
2025-07-31 13F FSM Wealth Advisors, LLC 416 −5,24 240 2,14
2025-07-24 13F IFP Advisors, Inc 1 324 45,65 750 54,75
2025-07-31 13F Fiduciary Wealth Partners, LLC 0 −100,00 0 −100,00
2025-08-14 13F Dagco, Inc. 227 0,00 129 5,79
2025-07-17 13F Moss Adams Wealth Advisors LLC 601 342
2025-08-15 13F SkyView Investment Advisors, LLC 1 600 0,00 1
2025-08-26 13F/A Thrivent Financial For Lutherans 1 173 −93,86 1 −100,00
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 259 −3,36 147 2,82
2025-08-14 13F/A Rockefeller Capital Management L.P. 50 794 4,25 28 775 10,70
2025-07-11 13F Financial Advisory Corp 407 0,00 231 5,99
2025-08-08 13F Bailard, Inc. 6 731 5,49 3 813 11,99
2025-07-22 13F Beacon Financial Advisory LLC 1 597 −12,83 905 −7,47
2025-07-24 13F Callan Family Office, LLC 19 875 −1,45 11 259 4,65
2025-07-22 13F Legacy Trust 541 −50,41 306 −47,42
2025-08-06 13F Golden State Wealth Management, LLC 4 076 −35,51 2 309 −31,50
2025-07-16 13F Perigon Wealth Management, LLC 8 105 −2,65 4 591 3,38
2025-08-14 13F Smartleaf Asset Management LLC 88 0,00 50 6,52
2025-07-01 13F Harbor Investment Advisory, Llc 355 0,00 201 6,35
2025-08-08 13F WP Advisors, LLC 550 −21,09 311 −16,17
2025-07-31 13F Shaker Investments Llc/oh 610 0,16 346 6,48
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 5 060 3,82 2 866 10,23
2025-07-14 13F AdvisorNet Financial, Inc 110 4,76 62 10,71
2025-08-08 13F Fiera Capital Corp 1 725 0,00 977 6,20
2025-07-24 13F Ashford Advisors, LLC 0 −100,00 0
2025-08-14 13F Brevan Howard Capital Management LP 0 −100,00 0
2025-07-22 13F Measured Risk Portfolios, Inc. 716 2,73 406 9,16
2025-07-11 13F Seacrest Wealth Management, Llc 381 0,00 216 5,91
2025-07-22 13F Global Assets Advisory, LLC 0 −100,00 0
2025-08-14 13F Tudor Financial Inc. 0 −100,00 0
2025-08-12 13F Howe & Rusling Inc 1 844 −17,75 1 045 −12,71
2025-08-04 13F IFG Advisory, LLC 4 768 −1,02 2 701 5,10
2025-07-28 13F Patten & Patten Inc/tn 370 210
2025-07-15 13F First City Capital Management, Inc. 1 428 1,85 809 8,17
2025-08-04 13F UNIVEST FINANCIAL Corp 354 200
2025-05-09 13F Delta Financial Group, Inc. 5 011 3,45 3 0,00
2025-08-12 13F J.w. Cole Advisors, Inc. 7 346 34,00 4 162 42,31
2025-08-13 13F MetLife Investment Management, LLC 48 400 −38,11 27 418 −34,28
2025-08-06 13F Atlantic Union Bankshares Corp 90 942 51 517
2025-07-28 13F Davidson Trust Co 4 428 −1,49 2 508 4,63
2025-07-17 13F Venture Visionary Partners LLC 1 376 2,92 779 9,26
2025-05-06 13F Guild Investment Management, Inc. 0 −100,00 0
2025-05-29 NP SHDIX - American Beacon Shapiro SMID Cap Equity Fund Institutional Class 2 300 −17,86 1 227 −21,19
2025-08-04 13F JDM Financial Group LLC 689 0,00 390 6,27
2025-07-18 13F Rogco, Lp 130 0,00 74 5,80
2025-07-29 13F Semitam Bonam Llc 2 617 1 482
2025-05-15 13F Parallax Volatility Advisers, L.P. 0 −100,00 0
2025-07-10 13F Contravisory Investment Management, Inc. 395 −24,90 224 −20,36
2025-07-11 13F Rockwood Wealth Management, LLC 400 0,00 227 6,10
2025-08-14 13F Betterment LLC 650 4,50 0
2025-05-13 13F Mark Sheptoff Financial Planning, Llc 0 −100,00 0 −100,00
2025-08-13 13F Gateway Wealth Partners, LLC 450 −4,46 255 1,20
2025-07-28 13F Twin Tree Management, LP Put 104 200 59 027
2025-07-28 13F Twin Tree Management, LP 16 013 9 071
2025-04-25 13F EnRich Financial Partners LLC 0 −100,00 0
2025-07-10 13F Kmg Fiduciary Partners, Llc 7 616 −3,83 4 314 2,13
2025-08-13 13F River Wealth Advisors LLC 1 173 −0,85 664 5,23
2025-07-15 13F Ballentine Partners, LLC 6 816 −0,34 3 861 5,84
2025-07-15 13F Sheets Smith Wealth Management 406 0,25 230 6,02
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-05-01 13F Schechter Investment Advisors, LLC 564 0,00 301 −6,54
2025-08-12 13F Ascent Wealth Partners, LLC 61 813 0,82 35 016 7,06
2025-08-12 13F Strategic Advisors LLC 988 −19,02 560 −14,00
2025-07-18 13F Panoramic Capital Partners, LLC 1 428 0,00 832 24,40
2025-07-29 13F Activest Wealth Management 24 −52,94 14 −51,85
2025-07-29 13F Aspiriant, Llc 3 221 0,00 1 825 6,17
2025-08-11 13F Strategic Wealth Partners, Ltd. 1 315 9,13 745 5,68
2025-07-16 13F Embree Financial Group 3 107 0,13 1 760 6,34
2025-07-30 13F First Citizens Bank & Trust Co 6 461 6,44 3 660 13,03
2025-07-31 13F Conservest Capital Advisors, Inc. 218 195 −2,12 123 606 3,94
2025-08-14 13F Glen Eagle Advisors, LLC 6 526 −0,58 3 697 5,60
2025-07-08 13F Madison Park Capital Advisors, LLC 10 672 −7,11 6 045 −1,37
2025-08-13 13F Northwestern Mutual Wealth Management Co 613 019 6,31 347 263 12,89
2025-07-28 13F Private Wealth Asset Management, LLC 9 925 −5,48 5 622 0,37
2025-07-30 13F Ardent Capital Management, Inc. 730 0,00 414 6,17
2025-08-14 13F Citadel Advisors Llc Call 221 200 −2,98 125 305 3,02
2025-07-16 13F John W. Brooker & Co., CPAs 0 −100,00 0
2025-08-05 13F Seelaus Asset Management LLC 1 119 −1,32 634 4,80
2025-08-14 13F Citadel Advisors Llc 2 215 −99,01 1 255 −98,95
2025-08-14 13F Citadel Advisors Llc Put 14 600 −67,26 8 271 −65,24
2025-08-19 13F Newbridge Financial Services Group, Inc. 17 6,25 9 12,50
2025-08-14 13F Riggs Asset Managment Co. Inc. 196 −68,54 111 −66,57
2025-08-18 13F Pacific Center for Financial Services 13 010 −0,45 7 370 5,71
2025-08-08 13F Petix & Botte Co 1 450 0,00 821 6,21
2025-08-08 13F Glaxis Capital Management, LLC 3 500 337,50 1 983 365,26
2025-08-12 13F/A Brightwater Advisory LLC 1 198 36,60 679 45,18
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 2 958 0,00 1 676 6,15
2025-08-01 13F Zhang Financial LLC 2 451 3,03 1 388 9,38
2025-07-23 13F Element Wealth, LLC 4 193 −3,87 2 375 2,06
2025-08-12 13F Argent Trust Co 5 294 3,42 2 999 9,82
2025-08-06 13F Adviser Investments LLC 3 708 0,03 2 101 6,22
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-07-14 13F Park Avenue Securities Llc 562 34,13 0
2025-07-17 13F/A Capital Investment Advisors, LLC 1 015 0,10 575 6,10
2025-08-15 13F Lantern Wealth Advisors, LLC 481 0,63 273 0,00
2025-07-21 13F Old Second National Bank Of Aurora 3 606 −1,31 2 043 4,77
2025-07-25 13F Almanack Investment Partners, LLC. 799 0,00 453 6,10
2025-07-22 13F Mascoma Wealth Management LLC 198 0,00 112 6,67
2025-07-09 13F Alesco Advisors Llc 1 649 0,00 934 6,26
2025-07-24 13F Financial Connections Group, Inc. 0 −100,00 0
2025-08-14 13F Stifel Financial Corp 106 069 −5,42 60 089 0,43
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 6 937 2,53 3 930 8,87
2025-07-30 13F Alexis Investment Partners, LLC 9 784 −12,87 5 543 −7,26
2025-08-14 13F Capital Planning Advisors, LLC 2 000 0,00 1 133 6,19
2025-07-16 13F MontVue Capital Management, Inc. 1 419 0,78 804 6,92
2025-08-12 13F Clearwater Capital Advisors, LLC 662 0,91 375 7,45
2025-07-23 13F Madden Advisory Services, Inc. 460 7,48 261 14,04
2025-07-30 13F Rothschild Capital Partners, LLC 1 449 0,28 821 6,36
2025-08-12 13F Accredited Wealth Management, LLC 155 −5,49 88 1,15
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29 579 −34,94 16 756 −30,92
2025-08-05 13F Westside Investment Management, Inc. 450 0,00 256 6,67
2025-08-07 13F Fidelis Capital Partners, LLC 7 377 −1,99 4 223 8,40
2025-08-05 13F Sigma Planning Corp 5 036 −1,10 2 853 5,04
2025-08-13 13F Trustmark National Bank Trust Department 32 237 −0,16 18 262 6,01
2025-08-14 13F Visionary Wealth Advisors 578 −3,18 327 2,83
2025-08-07 13F Palisade Asset Management, LLC 10 443 −0,64 5 916 5,51
2025-04-11 13F Impact Capital Partners LLC 0 −100,00 0
2025-08-14 13F Quantinno Capital Management LP 16 021 −10,65 9 076 −5,12
2025-08-12 13F Integrated Advisors Network LLC 3 355 −1,21 1 901 4,91
2025-07-11 13F Marshall & Sullivan Inc /wa/ 157 89
2025-08-12 13F Pathstone Holdings, LLC 897 244 −0,72 507 335 5,23
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 925 0,00 524 6,09
2025-07-31 13F Harbour Investment Management Llc 833 0,00 474 6,29
2025-07-31 13F Buckingham Strategic Partners 13 240 −9,93 7 501 −4,36
2025-08-13 13F Allegheny Financial Group LTD 412 −8,65 234 −2,92
2025-08-14 13F Douglass Winthrop Advisors, LLC 1 000 0,00 566 6,19
2025-07-07 13F General Partner, Inc. 1 484 0,00 841 6,19
2025-05-08 13F First Foundation Advisors 0 −100,00 0
2025-08-12 13F White Pine Capital Llc 1 934 0,26 1 096 6,41
2025-05-07 13F Spectrum Wealth Counsel, LLC 1 525 −13,70 814 −19,18
2025-08-08 13F Tortoise Investment Management, LLC 100 −43,50 57 −40,43
2025-07-11 13F Annex Advisory Services, LLC 526 −3,84 298 2,06
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 13 936 0,00 7 894 6,19
2025-07-31 13F Sentinel Trust Co Lba 5 785 −10,37 3 0,00
2025-08-07 13F Rathbone Brothers plc 1 140 0,00 646 6,09
2025-07-22 13F Wealthcare Advisory Partners LLC 5 570 0,02 3 155 6,23
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 1 064 603
2025-08-08 13F Pioneer Trust Bank N A/or 735 0,00 416 6,12
2025-07-30 13F Forum Financial Management, LP 885 36,15 502 44,80
2025-08-08 13F Charter Research & Investment Group, Inc. 6 172 −1,69 3 496 4,39
2025-08-08 13F Kingsview Wealth Management, LLC 2 148 −7,45 1 217 −1,78
2025-08-12 13F Fortem Financial Group, Llc 0 −100,00 0
2025-07-16 13F/A CX Institutional 645 −66,67 0 −100,00
2025-07-22 13F Berger Financial Group, Inc 1 700 −10,85 963 −5,31
2025-08-05 13F Transatlantique Private Wealth Llc 3 963 −0,80 2 245 5,30
2025-05-15 13F Manufacturers Life Insurance Company, The 0 −100,00 0
2025-08-14 13F Becker Capital Management Inc 3 345 −3,07 1 901 2,98
2025-07-29 13F Stratos Wealth Partners, LTD. 4 345 10,14 2 461 16,97
2025-08-12 13F PKS Advisory Services, LLC 4 130 −1,78 2 339 4,28
2025-07-17 13F Guyasuta Investment Advisors Inc 878 0,92 497 7,11
2025-07-22 13F Stanich Group LLC 1 173 −10,53 682 −2,43
2025-08-13 13F Icapital Wealth Llc 400 0,00 227 6,10
2025-07-29 13F CapWealth Advisors, LLC 471 0,00 267 5,98
2025-07-25 13F Summa Corp. 600 340
2025-08-06 13F Wsfs Capital Management, Llc 829 470
2025-07-30 13F D.a. Davidson & Co. 1 421 13,77 805 20,87
2025-07-23 13F Charter Trust Co 504 0,00 286 6,34
2025-08-12 13F Laurel Wealth Advisors LLC 138 788 56 548,16 0 −100,00
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 994 0,00 563 6,23
2025-08-14 13F Ruggaard & Associates LLC 650 0,00 368 6,36
2025-08-08 13F Empower Advisory Group, LLC 0 −100,00 0
2025-08-08 13F Burling Wealth Partners, Llc 1 979 0,00 1 121 6,26
2025-08-12 13F Waddell & Associates, Llc 143 568 1,40 81 328 7,67
2025-08-11 13F FSA Wealth Management LLC 145 0,00 82 6,49
2025-08-13 13F Dana Investment Advisors, Inc. 1 698 −2,64 962 3,33
2025-08-13 13F Amundi 0 −100,00 0
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 0 −100,00 0
2025-07-29 13F Kelman-Lazarov, Inc. 3 057 −1,39 1 732 4,72
2025-08-08 13F Bouchey Financial Group Ltd 536 −6,78 305 −0,98
2025-08-19 13F Asset Dedication, LLC 653 18,08 370 25,08
2025-07-21 13F New Century Financial Group, LLC 6 212 −2,40 3 519 3,62
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 717 0,00 406 6,28
2025-08-12 13F Eldridge Investment Advisors, Inc. 3 177 −3,05 1 800 2,92
2025-08-07 13F Cypress Capital, LLC 1 086 8,71 615 15,38
2025-07-18 13F Naples Global Advisors, Llc 4 382 −0,57 2 490 5,69
2025-08-05 13F Cherry Tree Wealth Management, LLC 44 0,00 25 4,35
2025-08-07 13F Kestra Private Wealth Services, Llc 4 199 11,73 2 379 18,66
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 541 0,00 306 6,25
2025-08-07 13F Apeiron RIA LLC 917 4,92 520 11,37
2025-08-08 13F Arvest Bank Trust Division 231 924 0,33 131 380 6,54
2025-08-13 13F Orleans Capital Management Corp/la 791 0,00 448 6,41
2025-08-14 13F Millennium Management Llc 8 551 −91,63 4 844 −91,11
2025-08-07 13F Midwest Trust Co 64 215 36 377
2025-07-23 13F Schrum Private Wealth Management LLC 1 298 0,00 736 6,21
2025-08-06 13F Financial Advisory Corp /ut/ /adv 873 0,00 0
2025-08-14 13F Aprio Wealth Management, LLC 523 0,00 296 6,12
2025-05-08 13F Us Financial Advisors, Llc 705 0,00 376 −6,23
2025-07-31 13F Sage Mountain Advisors LLC 1 190 0,00 674 6,31
2025-08-08 13F C V Starr & Co Inc 0 −100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 2 999 11,53 1 699 11,49
2025-08-12 13F SPX Equities Gestao de Recursos Ltda 0 −100,00 0
2025-08-14 13F DRW Securities, LLC 0 −100,00 0
2025-07-15 13F GSB Wealth Management, LLC 1 038 −7,49 588 −1,67
2025-08-11 13F PAX Financial Group, LLC 0 −100,00 0
2025-07-29 13F Financial Futures Ltd Liability Co. 381 216
2025-07-08 13F Gillespie Robinson & Grimm Inc 645 15,18 365 22,48
2025-08-13 13F Nicolet Bankshares Inc 1 242 −0,08 704 6,03
2025-08-14 13F Goldman Sachs Group Inc 867 700 37,37 491 535 45,87
2025-07-28 13F Founders Grove Wealth Partners, Llc 779 0,13 441 6,27
2025-07-28 13F Bridges Investment Management Inc 660 0,00 374 5,97
2025-07-24 13F Bernard Wealth Management Corp. 181 −35,59 103 −31,54
2025-07-31 13F Brighton Jones Llc 1 926 −3,46 1 091 2,44
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-07-10 13F Orgel Wealth Management, LLC 1 634 0,00 926 6,20
2025-07-25 13F GFS Advisors, LLC 15 838 −11,95 8 972 −6,50
2025-08-14 13F Financial Engines Advisors L.L.C. 8 086 −4,80 4 580 1,08
2025-05-01 13F Parker Investment Management, LLC 0 −100,00 0
2025-08-11 13F Cordatus Wealth Management LLC 400 0,00 0
2025-07-10 13F Security National Bank 100 0,00 57 5,66
2025-08-14 13F Sig Brokerage, Lp Put 0 −100,00 0 −100,00
2025-08-14 13F RBF Capital, LLC 10 000 0,00 5 665 6,19
2025-08-13 13F M&t Bank Corp 27 098 −9,71 15 350 −4,13
2025-07-31 13F Leavell Investment Management, Inc. 10 712 0,26 6 088 6,55
2025-08-26 NP TRMNX - T. Rowe Price Mid-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 566 −46,35 321 −43,06
2025-08-12 13F Viawealth, Llc 1 325 0,00 751 6,23
2025-08-11 13F FineMark National Bank & Trust 122 014 −1,64 69 118 4,44
2025-07-30 13F MEMBERS Trust Co 1 030 6,63 583 13,20
2025-07-18 13F Cohen Klingenstein LLC 800 0,00 453 6,34
2025-07-15 13F Garrett Investment Advisors LLC 1 225 0,00 694 6,13
2025-07-11 13F Capital Advantage, Inc. 1 792 −71,68 1 015 −71,83
2025-07-30 13F Bogart Wealth, LLC 660 0,00 374 5,97
2025-08-14 13F Sig Brokerage, Lp 1 600 906
2025-07-24 13F Eastern Bank 5 437 −1,00 3 080 5,12
2025-08-14 13F Newport Capital Group, LLC 9 922 4,32 5 629 10,77
2025-07-30 13F Sanders Morris Harris Llc 1 000 −16,11 566 −10,87
2025-08-07 13F Weil Company, Inc. 4 832 −20,29 2 737 −15,37
2025-08-12 13F Trivant Custom Portfolio Group, LLC 0 −100,00 0
2025-08-08 13F L & S Advisors Inc 1 248 −0,24 707 6,00
2025-08-14 13F Moore Capital Management, Lp 633 725 73,18 358 993 83,90
2025-07-23 13F Country Club Bank /gfn 18 911 2,37 10 713 8,97
2025-08-29 13F Total Investment Management Inc 227 129
2025-08-04 13F BLB&B Advisors, LLC 1 107 −9,19 627 −3,54
2025-08-13 13F Level Four Advisory Services, Llc 492 −13,53 279 −8,25
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 77 255 11,63 43 740 18,46
2025-08-06 13F Rialto Wealth Management, LLC 1 471 −0,14 833 6,11
2025-08-11 13F Brown Brothers Harriman & Co 17 211 −0,15 9 750 6,03
2025-04-29 13F Financial Network Wealth Management LLC 2 500 0,00 1 0,00
2025-08-14 13F Sunbelt Securities, Inc. 215 13,16 122 20,79
2025-07-16 13F Magnus Financial Group LLC 396 0,00 224 6,16
2025-08-12 13F Trexquant Investment LP 421 −52,48 238 −49,58
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-08-14 13F Tribune Investment Group LP Call 0 −100,00 0
2025-08-07 13F Cumberland Advisors Inc 44 702 −7,71 25 323 −2,00
2025-07-15 13F MCF Advisors LLC 21 391 −1,71 12 138 4,40
2025-08-13 13F Whalerock Point Partners, Llc 5 645 0,00 3 198 6,18
2025-08-12 13F Seeds Investor Llc 14 412 136,46 8 164 151,12
2025-07-22 13F Red Door Wealth Management, LLC 3 615 320,35 2 048 347,16
2025-08-14 13F IHT Wealth Management, LLC 440 −5,98 249 0,00
2025-08-11 13F PFG Private Wealth Management, LLC 0 −100,00 0
2025-07-29 13F Empirical Asset Management, LLC 531 −12,09 301 −6,83
2025-08-07 13F Samalin Investment Counsel, LLC 1 416 0,14 803 6,37
2025-08-14 13F NCM Capital Management, LLC 1 988 0,00 1 126 6,23
2025-07-22 13F Valley National Advisers Inc 17 0,00 0
2025-07-22 13F Miracle Mile Advisors, LLC 41 988 40,75 23 785 49,46
2025-08-13 13F Jump Financial, LLC 4 404 2 495
2025-08-15 13F High Falls Advisors, Inc 2 002 −1,77 1 134 4,23
2025-08-07 13F Alpha Cubed Investments, LLC 0 −100,00 0
2025-07-28 13F Cypress Wealth Services, LLC 485 0,00 275 6,20
2025-08-05 13F Tiaa Trust, National Association 14 545 −2,67 8 239 3,35
2025-07-22 13F Woodmont Investment Counsel Llc 4 135 379,14 2 342 409,13
2025-08-06 13F Excalibur Management Corp 447 0,00 253 6,30
2025-05-14 13F Monterey Private Wealth, Inc. 649 0,00 346 −6,23
2025-08-14 13F Wells Fargo & Company/mn 1 261 666 −2,05 714 708 4,01
2025-08-12 13F Zacks Investment Management 683 −2,01 387 4,31
2025-08-15 13F Resources Management Corp /ct/ /adv 466 0,00 0
2025-08-08 13F Compass Wealth Management LLC 2 759 −6,98 1 563 −1,26
2025-08-08 13F Advisors Capital Management, LLC 997 −9,12 565 −3,59
2025-08-11 13F One Capital Management, LLC 1 338 3,88 758 10,33
2025-07-18 13F Bartlett & Co. Wealth Management Llc 61 808 0,16 35 124 6,43
2025-08-14 13F Ieq Capital, Llc 14 217 −0,81 8 054 5,30
2025-07-09 13F Goelzer Investment Management, Inc. 11 088 −2,43 6 281 3,60
2025-07-16 13F ORG Partners LLC 43 0,00 25 4,35
2025-08-12 13F Umpqua Bank 739 428
2025-07-15 13F Peddock Capital Advisors, Llc 17 136 −10,99 9 707 −5,48
2025-08-04 13F Arkadios Wealth Advisors 1 402 −0,64 795 5,59
2025-07-29 13F Balboa Wealth Partners 9 159 0,52 5 189 6,73
2025-08-11 13F United Capital Financial Advisers, Llc 5 630 −10,49 3 189 −4,95
2025-04-23 13F Oppenheimer Asset Management Inc. 0 −100,00 0
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-08-14 13F CoreCap Advisors, LLC 544 −6,53 308 −0,65
2025-08-08 13F WASHINGTON TRUST Co 88 255 −0,06 49 995 6,12
2025-08-11 13F Blue Bell Private Wealth Management, Llc 332 0,00 188 6,21
2025-04-15 13F Noble Wealth Management PBC 192 0,00 102 −6,42
2025-07-25 13F Bill Few Associates, Inc. 2 002 0,70 1 134 6,98
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-30 13F Pacific Sun Financial Corp 1 165 0,00 660 6,12
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 490 5,60 278 12,15
2025-08-13 13F Walleye Trading LLC Put 300 −94,55 170 −94,24
2025-08-12 13F Fairscale Capital, LLC 8 0,00 5 0,00
2025-08-13 13F Walleye Trading LLC Call 7 800 4 419
2025-08-14 13F Aspen Grove Capital, LLC 377 215
2025-07-17 13F Heritage Investment Group, Inc. 575 0,00 326 6,21
2025-08-08 13F VeraBank, N.A. 1 349 −12,69 764 −7,28
2025-07-15 13F Maseco Llp 241 137
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-07-28 13F Harbour Trust & Investment Management Co 16 625 −0,92 9 418 5,21
2025-08-14 13F Mercer Global Advisors Inc /adv 19 234 −4,54 10 897 1,43
2025-08-11 13F Shoker Investment Counsel, Inc. 4 950 −1,71 2 804 4,39
2025-07-25 13F Libra Wealth Llc 515 0,00 292 6,20
2025-07-17 13F G&S Capital LLC 10 052 −0,05 5 694 6,13
2025-08-05 13F Mirae Asset Securities (usa) Inc. 55 382 31 373
2025-08-14 13F Financial Advisory Service, Inc. 1 218 0,08 690 6,16
2025-08-28 13F/A Lavaca Capital Llc 4 200 0,00 2 379 6,21
2025-08-06 13F/A Flagship Private Wealth, LLC 430 −9,28 244 −3,95
2025-05-12 13F Founders Financial Alliance, LLC 0 −100,00 0
2025-07-21 13F Qrg Capital Management, Inc. 1 457 157,88 825 174,09
2025-07-28 13F WealthPLAN Partners, LLC 1 308 4,81 741 11,28
2025-09-09 13F NWF Advisory Services Inc. 562 0,00 318 6,35
2025-08-12 13F Deutsche Bank Ag\ 2 565 −8,49 1 453 −2,81
2025-08-11 13F HHM Wealth Advisors, LLC 13 0,00 7 16,67
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0
2025-08-14 13F Glenview Trust Co 887 0,00 502 6,13
2025-08-05 13F GHP Investment Advisors, Inc. 12 0,00 7 0,00
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 200 113
2025-07-24 13F McKinley Carter Wealth Services, Inc. 3 151 0,00 1 785 6,19
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-08-04 13F Ledyard National Bank 647 0,00 367 6,09
2025-07-17 13F Fifth Third Securities, Inc. 14 580 2,06 8 259 8,37
2025-07-25 13F NorthRock Partners, LLC 4 170 15,77 2 362 22,96
2025-07-25 13F Ellis Investment Partners, LLC 589 −0,17 334 6,05
2025-07-25 13F Pandora Wealth, Inc. 613 0,00 347 6,12
2025-08-13 13F Cerity Partners LLC 128 923 −2,40 73 036 3,65
2025-08-12 13F RiverFront Investment Group, LLC 0 −100,00 0
2025-08-07 13F Zions Bancorporation, National Association /ut/ 2 474 −5,75 1 401 0,07
2025-08-14 13F Colony Group, LLC 80 814 −2,82 45 783 3,19
2025-08-13 13F Colonial Trust Advisors 50 0,00 28 7,69
2025-07-23 13F Indiana Trust & Investment Management CO 164 0,00 93 5,75
2025-07-30 13F Avidian Wealth Solutions, LLC 0 −100,00 0
2025-07-28 13F Cornerstone Wealth Group, LLC 554 23,66 314 31,51
2025-08-14 13F Bank Of America Corp /de/ 2 237 977 −0,70 1 267 769 5,45
2025-07-10 13F Piscataqua Savings Bank 56 0,00 32 6,90
2025-08-14 13F Fortress Private Ledger, Llc 1 403 2,86 795 9,22
2025-05-13 13F Heck Capital Advisors, LLC 0 −100,00 0 −100,00
2025-07-09 13F Brand Asset Management Group, Inc. 690 −0,58 391 5,41
2025-08-14 13F Bank Of America Corp /de/ Put 0 −100,00 0 −100,00
2025-08-12 13F MAI Capital Management 249 015 1,89 141 062 8,20
2025-07-23 13F Kingswood Wealth Advisors, Llc 880 −4,66 499 1,22
2025-08-11 13F Compass Capital Corp /ma/ /adv 2 671 −0,04 1 521 17,09
2025-04-09 13F West Financial Advisors, LLC 0 −100,00 0
2025-08-06 13F SOUTH STATE Corp 622 −9,86 352 −4,35
2025-08-13 13F Keystone Financial Group 6 412 −0,45 3 638 4,27
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-14 13F Arete Wealth Advisors, LLC 934 97,88 1
2025-08-14 13F Mml Investors Services, Llc 23 839 −11,92 14 −7,14
2025-08-07 13F Davis R M Inc 7 016 −0,69 3 974 5,44
2025-08-14 13F CoreFirst Bank & Trust 70 40
2025-07-15 13F Td Private Client Wealth Llc 4 212 59,73 2 386 69,70
2025-08-01 13F Ashton Thomas Private Wealth, LLC 8 771 16,56 4 984 23,86
2025-08-14 13F Evergreen Capital Management Llc 533 0,00 303 6,32
2025-05-15 13F Canada Pension Plan Investment Board 0 −100,00 0
2025-08-19 13F Element Pointe Advisors, Llc 4 500 0,00 2 549 6,21
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 5 082 11,03 2 879 17,90
2025-08-12 13F Bokf, Na 9 003 −3,72 5 100 2,25
2025-08-14 13F Man Group plc 733 633,00 415 683,02
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 147 0,00 83 6,41
2025-07-30 13F/A Alpha Wealth Funds, LLC 3 702 −4,17 2 097 1,80
2025-07-30 13F Strategic Blueprint, LLC 541 307
2025-08-08 13F Wealth Alliance 665 0,00 377 6,21
2025-09-12 13F/A Valeo Financial Advisors, LLC 1 062 11,91 601 19,01
2025-07-28 13F Sagespring Wealth Partners, Llc 6 914 −8,98 3 917 −3,36
2025-07-23 13F RMG Wealth Management LLC 78 45
2025-07-24 13F JNBA Financial Advisors 933 −1,06 529 4,97
2025-08-12 13F Skopos Labs, Inc. 56 0,00 30 0,00
2025-08-15 13F Kestra Advisory Services, LLC 31 519 6,39 17 855 12,96
2025-08-04 13F Linscomb & Williams, Inc. 11 481 −9,90 6 504 −4,33
2025-08-05 13F Flynn Zito Capital Management, Llc 950 −12,60 538 −7,08
2025-08-13 13F Congress Wealth Management LLC / DE / 13 794 20,18 7 814 25,79
2025-07-08 13F Granite Bay Wealth Management, LLC 51 486 2,16 29 11,54
2025-07-25 13F Fifth Third Wealth Advisors LLC 6 921 75,70 3 920 86,58
2025-08-14 13F Monetary Management Group Inc 180 0,00 102 5,21
2025-07-23 13F Clear Creek Financial Management, LLC 1 379 −4,04 781 1,96
2025-08-12 13F Atlas Capital Advisors Llc 150 0,00 85 6,25
2025-07-29 13F Progressive Investment Management Corp 685 −14,27 388 −8,92
2025-08-06 13F Miller Investment Management, LP 5 201 0,00 2 946 6,20
2025-07-14 13F Farmers & Merchants Investments Inc 637 0,00 361 6,19
2025-07-31 13F Curio Wealth, Llc 41 1 950,00 23 0,00
2025-07-28 13F BRYN MAWR TRUST Co 7 186 −30,53 4 071 −26,24
2025-07-22 13F Aquire Wealth Advisors, LLC 449 0,00 254 6,28
2025-07-30 13F Lionsbridge Wealth Management LLC 3 588 2,90 2 033 9,25
2025-07-10 13F Perkins Coie Trust Co 85 0,00 48 6,67
2025-08-14 13F Sentinel Wealth Management, Inc. 1 260 1
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 109 787 1,70 62 192 7,99
2025-08-14 13F Dividend Asset Capital, Llc 0 −100,00 0
2025-08-08 13F Davies Financial Advisors, Inc. 1 290 −10,42 731 −4,95
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-08-11 13F Diversified Portfolios, Inc. 10 393 −3,45 5 887 2,53
2025-05-12 13F Sandy Spring Bank 92 031 −1,10 49 097 −7,37
2025-08-05 13F Burney Co/ 492 0,00 279 6,11
2025-08-14 13F Rodgers Brothers Inc. 748 0,00 424 6,02
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-07-29 13F Lesa Sroufe & Co 470 0,00 0
2025-04-24 13F Money Concepts Capital Corp 0 −100,00 0 −100,00
2025-04-11 13F Procyon Private Wealth Partners, LLC 0 −100,00 0
2025-07-25 13F Cwm, Llc 14 741 0,54 8 14,29
2025-07-28 13F RFG Advisory, LLC 4 019 −17,10 2 277 −11,99
2025-08-13 13F Victory Capital Management Inc 9 195 −36,56 5 209 −32,64
2025-08-12 13F JMG Financial Group, Ltd. 7 218 −0,17 4 089 5,99
2025-08-14 13F Coastal Bridge Advisors, LLC 1 370 −9,57 776 −3,96
2025-08-04 13F Atria Investments Llc 2 488 12,12 1 410 19,10
2025-07-29 13F Stephens Inc /ar/ 1 941 0,00 1 099 6,18
2025-08-07 13F Future Fund LLC 961 544
2025-08-13 13F Quantbot Technologies LP 2 390 1 354
2025-07-09 13F Breakwater Investment Management 380 0,00 215 6,44
2025-07-29 13F Roof Eidam & Maycock/adv 798 0,00 452 6,35
2025-07-21 13F Sageworth Trust Co 9 571 −0,11 5 422 6,07
2025-08-14 13F Pingora Partners LLC 350 0,00 198 6,45
2025-07-21 13F Precedent Wealth Partners, Llc 5 951 0,00 3 371 6,21
2025-08-01 13F Pasadena Private Wealth, LLC 1 237 −45,02 701 −41,67
2025-07-25 13F Van Strum & Towne Inc. 430 0,00 244 6,11
2025-07-30 13F Klingman & Associates, LLC 42 378 0,04 24 007 6,23
2025-08-06 13F Trillium Asset Management, Llc 920 0,00 521 6,11
2025-08-08 13F Creative Planning 263 805 −18,49 149 440 −13,44
2025-07-17 13F Clear Point Advisors Inc. 6 146 −1,81 3 461 3,65
2025-07-17 13F Vermillion Wealth Management, Inc. 188 −6,93 106 −0,93
2025-07-14 13F CRA Financial Services, LLC 679 0,00 385 6,08
2025-07-31 13F GenTrust, LLC 3 164 −3,86 1 798 2,22
2025-04-21 13F BostonPremier Wealth LLC 0 −100,00 0
2025-08-07 13F Blackston Financial Advisory Group, LLC 1 006 −28,40 570 −24,03
2025-07-31 13F Moloney Securities Asset Management, LLC 3 667 0,03 2 077 6,24
2025-07-25 13F Investment Advisory Group, LLC 3 445 −0,72 1 952 5,40
2025-07-15 13F Graypoint LLC 6 697 17,90 3 794 25,22
2025-04-25 NP MIDE - Xtrackers S&P MidCap 400 ESG ETF 45 800,00 25 733,33
2025-08-08 13F Avantax Advisory Services, Inc. 23 526 2,30 13 327 8,63
2025-08-14 13F Qube Research & Technologies Ltd 29 707 −74,10 16 828 −72,50
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 399 −11,53 226 −5,83
2025-08-07 13F Summit Asset Management, LLC 1 108 48,13 628 57,14
2025-08-01 13F First National Trust Co 1 039 0,00 589 6,14
2025-08-08 13F CWS Financial Advisors, LLC 3 319 0,00 1 880 6,21
2025-07-08 13F Hickory Point Bank & Trust 703 0,00 398 6,13
2025-07-08 13F RMR Wealth Builders 14 686 2,25 8 319 8,57
2025-07-16 13F Octavia Wealth Advisors, LLC 733 −0,54 417 5,58
2025-08-11 13F First American Trust, Fsb 395 0,00 224 6,19
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 122 461 −43,82 69 399 −40,31
2025-07-23 13F Venturi Wealth Management, LLC 3 749 0,00 2 124 6,15
2025-07-23 13F Asset Planning Corporation 635 0,16 360 6,21
2025-08-14 13F Aqr Capital Management Llc 12 714 98,13 7 202 110,40
2025-08-14 13F GWM Advisors LLC 6 484 8,50 3 673 15,22
2025-07-14 13F Gridiron Partners, LLC 3 164 0,00 1 792 6,22
2025-07-22 13F JSF Financial, LLC 518 0,00 293 6,16
2025-07-31 13F Topsail Wealth Management, LLC 3 461 −7,36 1 961 −1,66
2025-07-25 13F Community Bank, N.A. 11 739 −0,14 6 650 6,03
2025-07-22 13F SOL Capital Management CO 2 125 2,41 1 0,00
2025-08-15 13F Tower Research Capital LLC (TRC) 4 755 27 870,59 2 694 29 822,22
2025-07-03 13F Lam Group, Inc. 1 400 0,00 793 6,30
2025-08-14 13F Garden State Investment Advisory Services LLC 5 200 −11,11 2 950 −5,60
2025-07-10 13F Family Legacy Financial Solutions, LLC 5 3
2025-07-30 13F/A Old Point Trust & Financial Services N A 1 414 18,23 801 25,55
2025-08-12 13F AlphaCore Capital LLC 556 26,65 315 34,62
2025-07-08 13F Parallel Advisors, LLC 635 −18,69 360 −13,70
2025-07-11 13F Farther Finance Advisors, LLC 2 137 20,26 1 211 26,97
2025-07-16 13F Beaumont Financial Advisors, LLC 2 417 −3,20 1 369 2,85
2025-08-13 13F All Terrain Financial Advisors, LLC 3 698 −0,30 2 095 5,86
2025-08-12 13F Aviso Financial Inc. 50 0,00 28 7,69
2025-08-14 13F Man Group plc Put 0 −100,00 0 −100,00
2025-07-24 13F Baxter Bros Inc 1 023 0,00 580 6,24
2025-08-05 13F Hills Bank & Trust Co 119 169 −0,99 67 507 5,14
2025-08-12 13F Camden National Bank 516 0,00 292 6,18
2025-08-14 13F Federation des caisses Desjardins du Quebec 428 0,00 242 6,14
2025-08-11 13F Rothschild Investment Llc 121 0,83 68 6,25
2025-08-06 13F Csenge Advisory Group 17 212 2,92 9 445 12,55
2025-08-05 13F Rockline Wealth Management, LLC 855 0,00 484 6,14
2025-08-12 13F Proequities, Inc. 0 0
2025-07-11 13F/A Umb Bank N A/mo 285 0,00 161 5,92
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 8 441 0,00 4 503 0,00
2025-08-04 13F Creative Financial Designs Inc /adv 474 −5,77 269 0,00
2025-07-28 13F Pettinga Financial Advisors, LLC 1 561 −4,58 884 1,38
2025-08-06 13F AE Wealth Management LLC 1 294 −1,37 733 4,71
2025-07-07 13F Wealth Alliance Advisory Group, LLC 24 825 3,72 14 063 10,14
2025-08-04 13F Spire Wealth Management 1 009 −59,23 572 −56,74
2025-07-17 13F Patton Albertson Miller Group, Llc 638 −4,49 361 1,40
2025-08-13 13F Sepio Capital, LP 5 810 0,00 3 291 6,20
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 2 929 −1,91 1 659 4,21
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 1 015 0,10 575 6,30
2025-08-13 13F Per Stirling Capital Management, LLC. 445 0,00 252 6,33
2025-08-13 13F Maren Capital LLC 964 0,00 546 6,23
2025-08-08 13F Altfest L J & Co Inc 819 −65,90 464 −63,78
2025-08-11 13F Cornerstone Planning Group LLC 33 0,00 19 18,75
2025-08-08 13F Pinney & Scofield, Inc. 134 0,00 76 5,63
2025-08-18 13F Tyler-Stone Wealth Management 658 −4,36 373 1,36
2025-07-25 13F Tranquility Partners, LLC 483 23,21 274 30,62
2025-04-11 13F Morris Retirement Advisors, LLC 0 −100,00 0
2025-07-22 13F Old National Bancorp /in/ 21 376 7,07 12 109 13,70
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-07-16 13F Paragon Capital Management Ltd 1 700 0,00 963 6,29
2025-07-25 13F Hemington Wealth Management 2 0,00 0
2025-08-13 13F Serenus Wealth Advisors, LLC 28 879 −6,61 16 359 −0,83
2025-07-30 13F Black Diamond Financial, LLC 702 0,00 398 6,15
2025-07-28 13F Axxcess Wealth Management, Llc 2 510 5,11 1 422 11,63
2025-07-10 13F Park Capital Management, LLC / WI 3 708 0,19 2 101 6,38
2025-08-14 13F Gen-Wealth Partners Inc 1 513 0,33 857 6,59
2025-07-14 13F S.A. Mason LLC 706 0,00 400 6,12
2025-08-06 13F Horan Securities, Inc. 495 280
2025-08-14 13F Bragg Financial Advisors, Inc 899 −2,18 509 3,88
2025-08-01 13F Jennison Associates Llc 611 −70,51 346 −68,69
2025-07-08 13F FF Advisors,LLC 1 993 0,00 1 129 6,31
2025-07-23 13F Richardson Capital Management LLC 142 0,00 80 6,67
2025-08-12 13F Eisler Capital Management Ltd. 0 −100,00 0
2025-08-08 13F Emerald Investment Partners, Llc 989 −7,66 560 −2,10
2025-08-11 13F Bradley Foster & Sargent Inc/ct 2 600 26,95 1 473 34,80
2025-07-17 13F Smith Chas P & Associates Pa Cpas 7 610 14,09 4 311 21,14
2025-08-12 13F Titleist Asset Management, Llc 943 0,00 534 6,16
2025-07-30 13F Clune & Associates, Ltd. 435 246
2025-08-13 13F Marshall Wace, Llp 0 −100,00 0
2025-08-13 13F Capital Fund Management S.a. Call 12 900 −20,86 7 308 −15,96
2025-08-13 13F Capital Fund Management S.a. Put 15 000 0,00 8 497 6,19
2025-07-21 13F Kennebec Savings Bank 2 210 0,00 1 252 6,20
2025-07-23 13F BankPlus Trust Department 1 414 0,00 801 6,23
2025-08-04 13F Retirement Systems of Alabama 0 −100,00 0
2025-08-13 13F Brant Point Investment Management Llc Put 800 33,33 45 318 41,58
2025-07-23 13F TriaGen Wealth Management LLC 600 0,00 340 5,94
2025-08-14 13F Synovus Financial Corp 11 554 −0,01 6 546 6,18
2025-08-11 13F Intrepid Financial Planning Group LLC 7 681 −0,05 4 351 6,15
2025-07-16 13F TOWER TRUST & INVESTMENT Co 151 0,00 86 8,97
2025-08-12 13F O'shaughnessy Asset Management, Llc 1 976 −6,35 1 119 −0,53
2025-07-17 13F Moody Lynn & Lieberson, Llc 2 700 0,00 1 529 6,18
2025-08-12 13F Cornerstone Wealth Management, LLC 1 423 −1,66 806 4,40
2025-08-11 13F Nordwand Advisors, LLC 342 194
2025-07-17 13F Neumann Capital Management, LLC 750 0,00 425 6,00
2025-08-13 13F Renaissance Technologies Llc 3 700 −72,59 2 096 −70,91
2025-08-14 13F Catalyst Financial Partners Llc 716 −9,48 406 −3,80
2025-08-04 13F AMG National Trust Bank 8 361 0,00 4 736 6,19
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 2 133 1,09 1 208 7,38
2025-08-12 13F Nemes Rush Group LLC 1 142 −31,66 647 −27,50
2025-08-12 13F Meridian Wealth Advisors, LLC 12 669 −0,93 7 177 5,19
2025-07-31 13F Ssa Swiss Advisors Ag 4 867 −46,09 2 850 −40,83
2025-05-15 13F Caption Management, LLC Call 0 −100,00 0
2025-07-24 13F Court Place Advisors, LLC 9 134 −3,94 5 174 2,01
2025-08-13 13F Jones Financial Companies Lllp 8 577 24,88 4 859 32,91
2025-07-10 13F Trust Point Inc. 3 593 −3,00 2 035 2,99
2025-07-17 13F Hengehold Capital Management Llc 397 0,00 225 6,16
2025-05-13 13F Soltis Investment Advisors LLC 0 −100,00 0
2025-07-29 13F Kanawha Capital Management Llc 1 154 −1,28 654 4,82
2025-08-12 13F Global Retirement Partners, LLC 3 640 −34,38 2 062 −34,76
2025-07-08 13F Legacy Private Trust Co. 1 665 −0,06 943 6,19
2025-08-11 13F ARS Investment Partners, LLC 2 783 9,78 1 576 9,14
2025-07-09 13F Mirador Capital Partners LP 1 079 0,47 611 6,63
2025-08-13 13F Edgestream Partners, L.P. 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 5 560 82,53 3 149 93,78
2025-08-12 13F Legal & General Group Plc 14 200 0,00 8 046 6,22
2025-08-07 13F CENTRAL TRUST Co 9 802 0,87 5 553 7,12
2025-08-13 13F Capital Analysts, Inc. 45 0,00 0
2025-08-14 13F Peak Asset Management, LLC 9 402 −1,73 5 326 4,35
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0 −100,00
2025-08-13 13F Wellspring Financial Advisors, LLC 19 714 −13,72 11 167 −8,38
2025-08-06 13F SJA Financial Advisory, LLC 1 033 −0,48 585 5,61
2025-07-18 13F SOA Wealth Advisors, LLC. 2 085 −7,37 1 181 −1,58
2025-08-08 13F Cetera Investment Advisers 69 133 10,40 39 163 17,23
2025-08-11 13F Aspen Investment Management Inc 463 −83,65 0 −100,00
2025-08-14 13F Parvin Asset Management, LLC 100 0,00 57 5,66
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 6 200 −4,16 3 512 1,77
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 4 150 0,00 2 351 6,19
2025-08-14 13F Allred Capital Management, LLC 2 263 0,00 1 282 6,13
2025-09-05 13F Ghe, Llc 0 −100,00 0
2025-07-15 13F Missouri Trust & Investment Co 841 0,00 476 6,25
2025-07-25 13F Sovereign Financial Group, Inc. 1 804 0,00 1 022 6,24
2025-07-01 13F Burkett Financial Services, Llc 25 0,00 14 7,69
2025-07-14 13F LCM Capital Management Inc 43 891 0,24 24 863 6,44
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 2 764 5,82 1 566 12,10
2025-08-07 13F PFG Advisors 7 004 21,13 3 968 28,63
2025-09-11 13F Silicon Valley Capital Partners 334 0,30 189 6,78
2025-05-14 13F Keeley-Teton Advisors, LLC 6 655 8,46 3 550 1,60
2025-07-03 13F Arvest Investments, Inc. 16 171 0,61 9 161 6,83
2025-07-18 13F PFG Investments, LLC 723 −5,86 409 0,00
2025-08-08 13F Flaharty Asset Management, LLC 278 0,00 157 6,08
2025-08-14 13F Harvest Investment Services, LLC 3 158 94,94 1 789 107,06
2025-07-31 13F First Business Financial Services, Inc. 887 −3,06 502 2,87
2025-07-22 13F Tandem Investment Partners LLC 6 372 −6,47 3 610 −0,69
2025-08-11 13F CBIZ Investment Advisory Services, LLC 50 0,00 28 7,69
2025-08-13 13F Elios Financial Group Inc. 724 −3,47 410 2,50
2025-07-18 13F Pure Financial Advisors, Inc. 559 2,19 317 8,59
2025-07-09 13F Gilman Hill Asset Management, LLC 5 052 11,08 2 862 17,93
2025-07-09 13F Bank of New Hampshire 9 096 −0,11 5 153 6,07
2025-07-30 13F BlueChip Wealth Advisors LLC 361 204
2025-07-22 13F Grimes & Company, Inc. 1 445 −0,28 819 5,96
2025-07-31 13F Oppenheimer & Co Inc 17 075 −1,16 9 673 4,96
2025-08-12 13F Asset Management Group, Inc. 4 738 0,25 2 684 6,43
2025-05-07 13F First Heartland Consultants, Inc. 0 −100,00 0
2025-07-15 13F Norden Group Llc 701 −3,04 397 3,12
2025-08-06 13F TKG Advisors, LLC 13 030 −0,63 7 381 5,53
2025-08-08 13F Foundations Investment Advisors, LLC 1 182 6,39 669 13,01
2025-07-23 13F Citizens National Bank Trust Department 168 0,00 95 6,74
2025-08-04 13F Flagship Harbor Advisors, Llc 1 007 0,00 571 6,15
2025-08-14 13F Benjamin Edwards Inc 682 0,00 386 6,34
2025-08-06 13F Longview Financial Advisors LLC 244 0,00 138 6,15
2025-08-11 13F Banque Cantonale Vaudoise 95 0,00 0
2025-07-18 13F Trust Co Of Vermont 1 200 0,00 680 6,09
2025-07-24 13F Ronald Blue Trust, Inc. 926 −2,01 525 3,97
2025-08-13 13F StoneX Group Inc. 981 −6,30 558 −0,36
2025-07-30 13F Exencial Wealth Advisors, Llc 1 281 −1,99 725 4,02
2025-08-06 13F Maltin Wealth Management, Inc. 1 888 −7,18 1 069 −1,38
2025-08-14 13F Mpwm Advisory Solutions, Llc 70 −12,50 40 −7,14
2025-07-09 13F Finley Financial, LLC 7 810 −1,39 4 424 7,04
2025-07-17 13F Catalytic Wealth RIA, LLC 954 540
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 961 544
2025-07-17 13F Smith Anglin Financial, LLC 13 071 −4,12 7 404 1,82
2025-07-11 13F Diversified Trust Co 4 398 −0,70 2 491 5,46
2025-07-18 13F Forza Wealth Management, LLC 1 876 0,00 1 063 6,20
2025-07-23 13F Fulton Breakefield Broenniman Llc 524 −2,78 297 3,14
2025-07-23 13F Sax Wealth Advisors, Llc 657 3,46 372 10,06
2025-07-08 13F Heartwood Wealth Advisors LLC 689 0,00 390 6,27
2025-07-22 13F Romano Brothers And Company 5 755 −2,33 3 260 3,72
2025-07-28 13F IFG Advisors, LLC 48 003 3,46 27 193 9,86
2025-08-14 13F Black Maple Capital Management LP 3 000 0,00 1 699 6,19
2025-07-09 13F Lifestyle Asset Management, Inc. 364 206
2025-05-15 13F/A Orion Portfolio Solutions, LLC 3 046 14,21 1 625 6,98
2025-08-01 13F Howard Capital Management Inc. 15 378 −4,66 8 711 1,24
2025-07-18 13F Truist Financial Corp 122 839 4,65 69 586 11,12
2025-08-12 13F Braun Stacey Associates Inc 1 719 −19,03 974 −14,05
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-05-01 13F Lane & Associates LLC 653 6,70 349 −3,60
2025-08-08 13F Glassman Wealth Services 1 858 −4,96 1 053 0,96
2025-07-31 13F 3EDGE Asset Management, LP 1 369 46,89 776 55,94
2025-08-14 13F Snowden Capital Advisors LLC 5 442 −19,79 3 093 −14,77
2025-07-21 13F Exchange Capital Management, Inc. 19 852 −0,89 11 246 5,23
2025-07-30 13F Cullen/frost Bankers, Inc. 788 0,00 446 6,19
2025-08-18 13F Old North State Trust, LLC 1 601 −4,19 1
2025-07-21 13F Pacific Financial Group Inc 1 718 −16,72 973 −11,55
2025-07-17 13F Greenleaf Trust 6 249 −1,78 3 540 4,27
2025-08-14 13F Cubist Systematic Strategies, LLC 486 −86,19 275 −85,35
2025-08-14 13F Cubist Systematic Strategies, LLC Put 4 700 −14,55 2 662 −9,27
2025-08-14 13F Cubist Systematic Strategies, LLC Call 3 400 3,03 1 926 9,43
2025-08-13 13F WealthTrust Axiom LLC 466 0,00 264 6,05
2025-07-30 NP ENDW - Cambria Endowment Style ETF 100 55
2025-08-14 13F Harwood Advisory Group, LLC 304 0,33 172 −0,58
2025-08-14 13F TCG Advisory Services, LLC 1 105 2,41 626 8,87
2025-04-29 13F/A Huntleigh Advisors, Inc. 570 0,00 304 −6,17
2025-04-25 13F Crown Wealth Group, LLC 0 −100,00 0
2025-07-02 13F Jacobs & Co/ca 370 0
2025-08-07 13F Allworth Financial LP 10 057 20,41 5 697 31,24
2025-08-07 13F Proficio Capital Partners LLC 0 −100,00 0
2025-08-01 13F Bank of Jackson Hole Trust 541 3,64 306 3,73
2025-07-09 13F Chesley Taft & Associates LLC 13 733 −0,96 7 779 5,16
2025-08-13 13F Johnson Financial Group, Inc. 4 532 −1,65 2 575 4,50
2025-07-31 13F Graybill Bartz & Assoc Ltd 0 −100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 1 866 −5,18 1 057 0,67
2025-07-09 13F Breakwater Capital Group 8 169 1,52 4 628 7,81
2025-08-06 13F O'Brien Greene & Co. Inc 460 0,00 261 6,12
2025-08-07 13F Wilkins Investment Counsel Inc 650 0,00 368 6,36
2025-08-08 13F First Western Trust Bank 1 055 0,00 598 6,23
2025-04-11 13F City State Bank 0 −100,00 0
2025-07-14 13F BlueSky Wealth Advisors, LLC 493 0,00 279 6,08
2025-08-01 13F Wealth Watch Advisors, INC 1 981 4,59 1 122 11,09
2025-07-16 13F Stephenson National Bank & Trust 5 547 −0,25 3 142 5,93
2025-08-12 13F Wood Tarver Financial Group, LLC 1 717 −0,75 1 −100,00
2025-07-15 13F Well Done, LLC 590 0,00 334 −0,60
2025-07-23 13F Watershed Private Wealth Llc 705 0,00 399 6,12
2025-04-30 13F Sofos Investments, Inc. 180 462,50 11 −31,25
2025-08-15 13F Audent Global Asset Management, LLC 5 994 −5,44 3 404 0,68
2025-08-14 13F Price T Rowe Associates Inc /md/ 4 991 66,48 3 100,00
2025-08-14 13F Toronto Dominion Bank 100 0,00 57 7,55
2025-08-06 13F Nicholas Hoffman & Company, LLC. 483 26,11 274 33,82
2025-08-07 13F Montag A & Associates Inc 105 494 −1,81 59 951 4,34
2025-08-04 13F Mayflower Financial Advisors, LLC 9 026 −5,16 5 113 0,69
2025-08-14 13F Waters Parkerson & Co., Llc 595 8,18 337 15,02
2025-08-14 13F Balyasny Asset Management Llc 10 130 12,56 5 738 19,52
2025-08-14 13F Balyasny Asset Management Llc Put 10 000 0,00 5 665 6,19
2025-07-25 13F Lodestar Private Asset Management Llc 10 862 4,07 6 153 10,51
2025-04-22 13F Rappaport Reiches Capital Management, LLC 604 0,00 322 −6,41
2025-07-14 13F Maryland Capital Advisors Inc. 476 0,00 270 6,32
2025-08-05 13F Bridgewater Advisors Inc. 1 435 12,28 840 26,13
2025-07-31 13F AlTi Global, Inc. 2 849 −5,16 1 619 0,81
2025-08-08 13F Omega Financial Group, LLC 1 548 6,46 877 13,03
2025-08-12 13F Osborne Partners Capital Management, Llc 2 471 −8,52 1 400 −2,91
2025-07-22 13F MBL Wealth, LLC 500 −1,57 283 4,43
2025-07-15 13F Retirement Income Solutions, Inc 10 388 −2,76 5 885 3,25
2025-07-30 13F Caliber Wealth Management, LLC / KS 4 258 −7,60 2 412 −1,87
2025-07-21 13F Cape Cod Five Cents Savings Bank 9 002 0,00 5 128 0,00
2025-07-10 13F High Net Worth Advisory Group LLC 559 0,00 317 6,04
2025-07-16 13F TCI Wealth Advisors, Inc. 1 268 0,00 718 6,21
2025-08-14 13F Heritage Wealth Management, Inc. 440 0,00 249 6,41
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-07-11 13F Prosperity Planning, Inc. 1 616 0,00 915 6,15
2025-08-14 13F Invenomic Capital Management LP 797 451
2025-07-25 13F M3 Advisory Group, LLC 1 496 1,77 848 8,04
2025-08-12 13F Coston, McIsaac & Partners 1 0
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 715 0,00 405 5,74
2025-05-14 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-08 13F Capital Investment Advisory Services, LLC 3 961 −0,28 2 244 5,90
2025-07-22 13F Simplicity Wealth,LLC 2 163 11,78 1 225 18,70
2025-08-13 13F Hsbc Holdings Plc 8 400 −0,99 4 757 5,27
2025-05-14 13F Summit Financial Wealth Advisors, LLC 390 0,00 208 −8,81
2025-07-28 13F Naviter Wealth, LLC 866 0,00 492 6,49
2025-08-13 13F Boston Family Office Llc 12 920 −0,13 7 16,67
2025-08-11 13F Pollock Investment Advisors, LLC 985 −0,61 558 5,49
2025-07-29 13F Regions Financial Corp 2 900 −1,96 1 643 4,06
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 1 688 −31,33 956 −27,08
2025-08-14 13F Sentinus, LLC 3 518 42,54 1 993 51,37
2025-08-14 13F Blackhill Capital Inc 351 0,00 199 5,88
2025-08-07 13F Roberts Glore & Co Inc /il/ 1 471 14,21 833 21,25
2025-08-12 13F CIBC Private Wealth Group, LLC 11 984 −9,28 6 789 9,75
2025-08-14 13F STAR Financial Bank 1 251 0,00 709 6,15
2025-08-13 13F Denver Wealth Management, Inc. 851 −0,12 482 6,17
2025-07-16 13F Northern Oak Wealth Management Inc 3 541 0,00 2 006 6,14
2025-07-21 13F Zwj Investment Counsel Inc 3 713 −3,73 2 104 2,24
2025-08-13 13F RFP Financial Group LLC 0 −100,00 0
2025-07-25 13F Ccg Wealth Management, Llc 1 272 −11,48 721 −6,01
2025-07-17 13F Beacon Capital Management, LLC 107 −31,41 60 −27,71
2025-08-14 13F Connecticut Wealth Management, LLC 4 568 0,02 2 588 6,20
2025-07-24 13F Us Bancorp \de\ 1 015 783 −1,92 575 421 4,15
2025-08-12 13F OneAscent Financial Services LLC 1 647 −19,74 1 −100,00
2025-07-11 13F Windsor Capital Management, LLC 393 −9,45 222 −3,90
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 906 0,00 513 6,21
2025-07-15 13F Main Street Group, LTD 90 0,00 51 4,17
2025-07-15 13F Unified Investment Management 425 0,00 241 6,19
2025-07-02 13F First Financial Bank - Trust Division 16 282 −0,77 9 223 5,37
2025-07-14 13F E&G Advisors, LP 1 784 2,88 1 011 9,19
2025-07-15 13F BigSur Wealth Management LLC 1 440 0,00 818 6,23
2025-08-06 13F Founders Financial Securities Llc 2 052 0,84 1 163 9,93
2025-08-05 13F Huntington National Bank 17 210 2,97
2025-08-14 13F Coyle Financial Counsel LLC 2 510 0,16 1 422 6,36
2025-08-12 13F Hanover Advisors Inc 11 336 −3,60 6 422 2,36
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 2 407 4,47 1 364 10,90
2025-07-18 13F McGuire Investment Group, LLC 1 371 0,00 777 6,16
2025-08-05 13F Crestwood Advisors Group LLC 8 795 200,48 4 982 219,15
2025-07-10 13F YHB Investment Advisors, Inc. 378 214
2025-07-24 13F Thompson Investment Management, Inc. 60 −60,00 34 −58,75
2025-07-15 13F Genesis Wealth Advisors, LLC 1 001 −7,40 567 −1,56
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 448 0,00 254 6,30
2025-07-11 13F Arthur M. Cohen & Associates, Llc 1 988 −9,10 1 126 −3,43
2025-07-23 13F Litman Gregory Asset Management LLC 852 0,00 483 6,17
2025-07-17 13F Janney Montgomery Scott LLC 50 104 19,68 28 27,27
2025-08-04 13F Crescent Sterling, Ltd. 4 483 2,59 2 540 8,92
2025-05-13 13F Bank Of Montreal /can/ Call 0 −100,00 0 −100,00
2025-07-30 13F/A Divergent Planning, LLC 70 243 5,63 40 296 11,21
2025-07-25 13F LRI Investments, LLC 484 49,38 274 59,30
2025-08-13 13F Baker Avenue Asset Management, LP 1 627 −11,19 922 −5,73
2025-08-19 13F Anchor Investment Management, LLC 100 0,00 57 5,66
2025-07-09 13F Thrive Wealth Management, LLC 21 391 2 398,95 12 118 2 557,24
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-05-16 13F Coordinated Financial Services, Inc./CO 545 −7,63 291 −7,94
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 51 0,00 29 3,70
2025-07-14 13F GAMMA Investing LLC 2 254 −2,13 1 277 3,91
2025-07-29 13F Dumont & Blake Investment Advisors Llc 18 711 −6,75 10 599 −0,99
2025-08-14 13F EP Wealth Advisors, Inc. 29 627 −5,38 16 783 0,48
2025-08-04 13F Heritage Investors Management Corp 50 907 −1,09 29 3,70
2025-07-25 13F Verdence Capital Advisors LLC 797 0,00 451 6,12
2025-07-08 13F Lowe Wealth Advisors, LLC 4 335 −0,62 2 456 5,50
2025-07-15 13F Fortitude Family Office, LLC 10 0,00 6 0,00
2025-08-07 13F Greystone Financial Group, LLC 1 605 0,19 909 6,44
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-05 13F Simplex Trading, Llc 1 590 126,50 1
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 4 481 −5,22 2 538 0,63
2025-07-28 13F Ritholtz Wealth Management 418 0,00 237 6,31
2025-07-23 13F Winthrop Advisory Group LLC 4 571 −2,97 2 598 3,10
2025-07-16 13F LS Investment Advisors, LLC 798 0,00 452 6,35
2025-07-25 13F PrairieView Partners, LLC 135 0,00 0
2025-08-14 13F Hancock Whitney Corp 31 936 9,18 18 091 15,93
2025-07-10 13F Ayrshire Capital Management LLC 767 0,00 434 6,11
2025-07-21 13F Barrett & Company, Inc. 8 208 1,06 4 650 7,29
2025-07-28 13F Ckw Financial Group 20 0,00 0
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 10 982 −3,51 6 221 2,45
2025-07-09 13F Woodstock Corp 6 352 2,62 3 598 8,96
2025-07-30 13F Wbh Advisory Inc 1 045 −12,48 592 −7,22
2025-04-17 13F Montecito Bank & Trust 2 414 0,00 1 288 −6,33
2025-08-12 13F Up Strategic Wealth Investment Advisors Llc 1 537 0,00 871 6,23
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0 −100,00
2025-07-29 13F Stratos Wealth Advisors, LLC 2 646 −2,97 1 499 3,02
2025-08-11 13F Lowe Brockenbrough & Co Inc 872 0,00 494 5,79
2025-08-14 13F Acorn Wealth Advisors, LLC 1 648 5,24 934 11,74
2025-04-02 13F Marcum Wealth, LLC 507 2,22 270 −4,26
2025-08-12 13F South Plains Financial, Inc. 298 0,00 169 6,33
2025-08-11 13F TD Waterhouse Canada Inc. 4 685 −1,35 2 687 5,54
2025-07-18 13F Pacific Point Advisors, LLC 2 742 0,00 1 553 6,22
2025-07-17 13F Investment Research & Advisory Group, Inc. 0 −100,00 0
2025-08-12 13F Mystic Asset Management, Inc. 364 206
2025-08-08 13F Larson Financial Group LLC Call 0 −100,00 0 −100,00
2025-08-11 13F Wealthspire Advisors, LLC 15 328 −8,59 8 683 −2,94
2025-07-28 13F Duncker Streett & Co Inc 849 0,00 481 6,18
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 0 −100,00 0
2025-08-05 13F Arrowroot Family Office, LLC 770 −16,58 436 −16,95
2025-08-05 13F Key FInancial Inc 296 0,00 168 6,37
2025-07-28 13F Td Asset Management Inc 542 0,00 307 6,23
2025-08-14 13F Jane Street Group, Llc Call 46 700 349,04 26 455 376,82
2025-08-14 13F Jane Street Group, Llc Put 6 400 −22,89 3 625 −18,12
2025-07-16 13F Newton One Investments LLC 102 0,00 58 5,56
2025-08-05 13F Strategic Financial Concepts, LLC 665 −17,29 377 −12,15
2025-08-14 13F Jane Street Group, Llc 38 273 1 010,97 21 681 1 080,19
2025-07-23 13F Bear Mountain Capital, Inc. 2 019 0,00 1 170 11,02
2025-07-17 13F Alpine Bank Wealth Management 60 0,00 34 3,13
2025-08-05 13F Elyxium Wealth, LLC 6 200 0,00 3 512 6,20
2025-07-17 13F HB Wealth Management, LLC 3 869 −37,17 2 192 −33,30
2025-07-10 13F Wedmont Private Capital 524 0,00 305 16,92
2025-08-14 13F Royal Bank Of Canada 437 496 20,07 247 833 27,50
2025-07-07 13F Capital Asset Advisory Services LLC 426 0,00 244 5,17
2025-08-14 13F Royal Bank Of Canada Put 1 200 −93,62 680 −93,22
2025-07-25 13F Clarendon Private LLC 1 513 0,20 857 6,46
2025-08-08 13F Accredited Investors Inc. 1 566 0,00 887 6,23
2025-07-16 13F Howard Capital Management Group, LLC 715 −2,72 405 3,32
2025-04-21 13F Greenup Street Wealth Management Llc 0 −100,00 0
2025-07-22 13F Berkshire Money Management, Inc. 1 401 0,00 794 6,16
2025-08-13 13F Bank Of Nova Scotia 11 017 −20,19 6 241 −15,29
2025-08-14 13F Spears Abacus Advisors LLC 655 0,00 371 6,30
2025-07-29 13F Private Trust Co Na 3 466 −1,42 1 963 4,69
2025-08-11 13F Lcnb Corp 1 640 −0,91 929 5,33
2025-07-29 13F Northeast Investment Management 372 211
2025-07-21 13F Ameriflex Group, Inc. 65 −29,35 37 −26,53
2025-08-13 13F Gator Capital Management, LLC 1 624 21,28 920 28,71
2025-08-11 13F Avantax Planning Partners, Inc. 1 571 −15,31 890 −10,11
2025-08-04 13F Carret Asset Management, Llc 675 −2,88 382 3,24
2025-08-05 13F Mission Wealth Management, Lp 1 154 −17,63 654 −12,58
2025-08-08 13F Atlantic Trust, LLC 32 0,00 18 5,88
2025-08-14 13F BancorpSouth Bank 1 818 0,00 1 030 6,19
2025-07-09 13F Fermata Advisors, LLC 435 0,23 246 6,49
2025-08-13 13F Walleye Capital LLC 560 317
2025-07-21 13F TFG Advisers LLC 986 0,51 558 6,69
2025-07-15 13F Kentucky Trust Co 16 0,00 9 12,50
2025-08-13 13F Cary Street Partner Investment Advisory Llc 1 0,00 1
2025-08-06 13F Anchor Capital Advisors Llc 555 0,00 314 6,08
2025-08-05 13F Fortress Wealth Group, LLC 977 0,00 561 10,22
2025-08-14 13F Peapack Gladstone Financial Corp 53 596 −0,23 30 7,14
2025-07-24 13F PDS Planning, Inc 468 0,00 265 6,43
2025-08-08 13F Paragon Capital Management LLC 563 −1,23 319 4,61
2025-07-29 13F Lyell Wealth Management, Lp 1 930 −8,57 1 093 −2,93
2025-08-12 13F/A Cozad Asset Management Inc 2 403 0,00 1 361 6,25
2025-08-18 13F Wolverine Trading, Llc Put 4 600 9,52 2 606 16,55
2025-08-08 13F Nixon Peabody Trust Co 16 472 −0,52 9 331 5,64
2025-08-18 13F Wolverine Trading, Llc 1 721 79,65 975 91,36
2025-08-18 13F Wolverine Trading, Llc Call 10 200 43,66 5 778 52,94
2025-08-08 13F Tiemann Investment Advisors, Llc 2 933 −5,63 1 661 0,18
2025-08-13 13F Miramar Capital, LLC 1 248 7,96 707 14,61
2025-05-13 13F Vestmark Advisory Solutions, Inc. 0 −100,00 0
2025-08-13 13F Brown Advisory Inc 118 721 0,46 67 253 6,67
2025-09-04 13F/A Advisor Group Holdings, Inc. 73 872 0,41 41 906 6,65
2025-08-11 13F Wilkinson Global Asset Management LLC 940 533
2025-08-13 13F Consultiva Wealth Management, Corp. 28 0,00 16 7,14
2025-07-23 13F Ti-trust, Inc 9 378 2,77 5 312 9,12
2025-08-08 13F Meridian Wealth Management, LLC 4 419 −0,76 2 504 5,39
2025-07-07 13F Trust Co 411 0,00 233 5,94
2025-07-15 13F SJS Investment Consulting Inc. 131 0,00 74 7,25
2025-07-18 13F BSW Wealth Partners 1 111 −0,63 629 5,54
2025-08-13 13F Vertex Planning Partners, LLC 900 0,00 510 6,04
2025-07-15 13F Accurate Wealth Management, LLC 378 −9,79 220 6,80
2025-08-11 13F Aptus Capital Advisors, LLC 1 348 −6,45 764 −0,65
2025-04-10 13F Clarus Wealth Advisors 0 −100,00 0
2025-08-14 13F Silvercrest Asset Management Group Llc 5 637 −0,70 3 193 5,45
2025-07-29 13F Harbor Asset Planning, Inc. 116 66
2025-08-06 13F Simmons Bank 25 606 −4,15 14 505 1,78
2025-07-07 13F Horizons Wealth Management 164 0,00 93 5,75
2025-08-14 13F BTG Pactual Asset Management US LLC 410 0,00 219 0,00
2025-07-07 13F Accelerate Investment Advisors LLC 386 219
2025-08-06 13F Commonwealth Equity Services, Llc 101 557 −4,94 58 1,79
2025-08-01 13F Red Lighthouse Investment Management, Llc 550 0,00 312 1,63
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-05-14 13F Hill Investment Group Partners, LLC 0 −100,00 0
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 50 000 28 324
2025-08-11 13F Vanguard Group Inc 4 927 −3,03 2 791 2,95
2025-08-08 13F Creative Planning Put 400 4
2025-08-01 13F Envestnet Asset Management Inc 77 053 0,84 43 649 7,08
2025-04-10 13F EWG Elevate Inc. 0 −100,00 0
2025-07-23 13F Steel Peak Wealth Management LLC 387 2,65 220 8,96
2025-07-31 13F Waldron Private Wealth LLC 30 898 −11,81 17 502 −6,35
2025-08-14 13F Wilmar Advisors LLC 10 000 0,00 5 665 6,19
2025-07-21 13F Grassi Investment Management 404 0,00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 2 071 −0,72 1 173 5,49
2025-08-13 13F Wambolt & Associates, LLC 405 1,25 232 8,41
2025-08-11 13F NewEdge Wealth, LLC 692 −36,16 395 −31,66
2025-08-05 13F Blue Barn Wealth, LLC 1 276 −5,62 723 0,14
2025-08-05 13F Sebold Capital Management, Inc. 1 953 10,15 1 106 17,04
2025-04-25 13F Smallwood Wealth Investment Management, LLC 90 48
2025-07-22 13F Apexium Financial, Lp 496 0,00 281 6,06
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 7 958 4,00 4 633 21,73
2025-07-14 13F Clear Harbor Asset Management, LLC 2 373 3,26 1 344 9,71
2025-08-14 13F Susquehanna International Group, Llp 139 508 172,52 79 028 189,38
2025-08-14 13F Susquehanna International Group, Llp Call 488 100 9,02 276 499 15,77
2025-08-14 13F Susquehanna International Group, Llp Put 438 400 39,93 248 345 48,59
2025-08-06 13F Stokes Family Office, LLC 372 211
2025-08-12 13F Choate Investment Advisors 2 366 8,33 1 340 15,02
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-13 13F Lido Advisors, LLC 38 084 −0,82 21 623 5,37
2025-08-14 13F Vivaldi Capital Management, LLC 436 0,23 247 6,03
2025-08-14 13F Kovitz Investment Group Partners, LLC 17 368 −2,41 9 843 3,67
2025-08-05 13F Mountain Hill Investment Partners Corp. 300 0,00 170 5,63
2025-07-23 13F Joel Isaacson & Co., LLC 5 476 0,22 3 102 6,45
2025-08-05 13F Cassaday & Co Wealth Management LLC 1 894 −3,17 1 073 2,78
2025-07-15 13F Lynch & Associates/in 1 740 0,00 986 6,14
2025-08-08 13F Citizens Financial Group Inc/ri 60 781 30,87 34 431 38,96
2025-07-09 13F Massmutual Trust Co Fsb/adv 60 125 −0,21 34 060 5,96
2025-07-30 13F Rehmann Capital Advisory Group 804 0,00 456 6,06
2025-08-12 13F Northeast Planning Associates, Inc. / Nh / 570 0,00 323 5,92
2025-08-08 13F Investment Partners, Ltd. 383 0,00 217 5,88
2025-07-10 13F Oldfather Financial Services, LLC 53 275 2,61 30 179 8,95
2025-08-08 13F Marble Harbor Investment Counsel, LLC 2 700 0,00 1 529 6,18
2025-08-26 NP JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 6 245 22,62 3 538 30,18
2025-07-22 13F Olistico Wealth, LLC 25 0,00 14 7,69
2025-07-17 13F Sonora Investment Management Group, LLC 599 339
2025-07-29 13F Novare Capital Management Llc 541 −8,46 306 −2,86
2025-07-31 13F Lee Danner & Bass Inc 925 0,00 524 6,09
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 12 661 82,15 7 172 93,89
2025-08-14 13F Seven Mile Advisory 687 0,00 389 6,28
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 137 −34,76 75 −36,44
2025-08-04 13F Field & Main Bank 713 0,00 404 6,05
2025-08-05 13F Plante Moran Financial Advisors, LLC 989 −9,76 560 −4,11
2025-08-18 13F Geneos Wealth Management Inc. 4 409 5,48 2 498 11,97
2025-08-05 13F WorthPointe, LLC 1 032 0,00 585 6,18
2025-08-12 13F Insigneo Advisory Services, Llc 1 654 −45,86 937 −42,54
2025-08-06 13F Savant Capital, LLC 24 944 −0,47 14 130 5,69
2025-08-14 13F Gotham Asset Management, LLC 3 198 0,00 1 812 6,15
2025-08-14 13F Boston Private Wealth Llc 2 341 −56,74 1 326 −54,05
2025-08-15 13F Captrust Financial Advisors 73 269 −3,42 41 505 2,56
2025-08-12 13F Vestor Capital, Llc 450 −98,60 0 −100,00
2025-07-28 13F Delap Wealth Advisory, Llc 503 0,00 285 5,97
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 6 829 −9,12 3 869 −3,49
2025-07-14 13F Toth Financial Advisory Corp 730 16,61 414 24,02
2025-07-30 13F Gables Capital Management Inc. 27 0,00 15 7,14
2025-04-29 13F Flagship Wealth Advisors, Llc 87 0,00 50 0,00
2025-07-15 13F RVW Wealth, LLC 4 154 −3,75 2 353 2,22
2025-08-13 13F Isthmus Partners, Llc 518 11,40 293 18,15
2025-08-07 13F Evoke Wealth, Llc 3 453 199,74 1 962 219,02
2025-07-30 13F CMG Global Holdings, LLC 10 407 12,42 6 103 26,83
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 1 849 −1,02 1 047 5,12
2025-08-05 13F Bank of New York Mellon Corp 172 008 1,49 97 439 7,77
2025-07-09 13F Dynamic Advisor Solutions LLC 3 068 −3,85 1 738 2,06
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1 439 −0,69 815 5,71
2025-08-13 13F Nicolet Advisory Services, Llc 6 609 14,07 3 748 31,84
2025-07-24 13F Robertson Stephens Wealth Management, LLC 755 0,00 429 6,45
2025-08-14 13F Hilltop Holdings Inc. 3 889 28,60 2 203 36,58
2025-07-31 13F Jordan Park Group LLC 1 664 0,00 943 6,20
2025-07-31 13F Resonant Capital Advisors, LLC 9 452 −2,75 5 371 3,35
2025-07-10 13F Pachira Investments Inc. 359 −15,53 203 −10,18
2025-09-04 13F SevenBridge Financial Group, LLC 917 0,00 534 4,31
2025-04-25 13F J.Safra Asset Management Corp 0 −100,00 0
2025-07-23 13F Castle Rock Wealth Management, LLC 1 641 −28,18 951 −22,24
2025-08-06 13F Modera Wealth Management, LLC 9 474 −0,91 5 367 5,22
2025-07-23 13F Cortland Associates Inc/mo 544 0,37 308 6,57
2025-07-08 13F Arlington Trust Co LLC 22 0,00 12 9,09
2025-08-27 13F Cypress Capital Advisors, LLC 913 9,87 517 16,70
2025-08-01 13F Rossby Financial, LCC 10 6
2025-08-13 13F ExodusPoint Capital Management, LP 7 281 −14,34 4 0,00
2025-08-08 13F Larson Financial Group LLC 639 −5,47 362 0,56
2025-08-15 13F Morgan Stanley 1 322 032 25,72 748 906 33,50
2025-08-14 13F Greenline Partners, LLC 0 −100,00 0
2025-07-10 13F SK Wealth Management, LLC 2 722 0,33 1 583 19,02
2025-08-14 13F Harmony Asset Management Llc 1 369 0,00 776 6,16
2025-07-15 13F Financial Partners Group, Inc 448 0,00 254 6,30
2025-08-12 13F Garrett Wealth Advisory Group, LLC 373 −20,47 211 −15,60
2025-08-08 13F Pnc Financial Services Group, Inc. 723 545 −2,84 409 874 3,17
2025-08-14 13F Glenmede Investment Management, LP 23 750 13 454
2025-08-13 13F Blue Fin Capital, Inc. 3 083 −13,37 1 746 −13,86
2025-08-04 13F Keybank National Association/oh 7 448 −0,81 4 219 5,34
2025-08-11 13F Mill Creek Capital Advisors, LLC 17 031 12,86 9 648 19,84
2025-05-14 13F Napa Wealth Management 0 −100,00 0
2025-08-14 13F Mairs & Power Inc 865 490
2025-07-25 13F Northwest Capital Management Inc 13 0,00 7 16,67
2025-07-10 13F Stonekeep Investments, LLC 359 203
2025-07-23 13F 1 North Wealth Services Llc 98 0,00 56 5,77
2025-08-12 13F Putnam Fl Investment Management Co 9 309 −7,62 5 273 −1,90
2025-08-14 13F RMB Capital Management, LLC 37 933 33,75 21 556 42,14
2025-08-04 13F Beirne Wealth Consulting Services, LLC 980 22,19 558 29,84
2025-07-23 13F InTrack Investment Management Inc 1 772 −62,87 1 004 −60,59
2025-08-14 13F Staley Capital Advisers Inc 12 844 −0,96 7 276 5,16
2025-07-18 13F TruNorth Capital Management, LLC 1 393 0,00 789 6,19
2025-07-22 13F Capital Advisors Inc/ok 683 0,00 387 6,04
2025-08-12 13F Pettyjohn, Wood & White, Inc 1 790 0,00 1 014 6,29
2025-07-31 13F Jackson Hole Capital Partners, LLC 523 0,00 296 6,09
2025-07-30 13F Granite Harbor Advisors, Inc. 510 −1,92 289 3,97
2025-07-31 13F Moment Partners, LLC 1 168 0,00 662 6,10
2025-07-28 13F Harbour Investments, Inc. 9 303 6,94 5 270 13,56
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 23 146 −5,32 13 112 0,54
2025-08-14 13F CIBC World Markets Inc. 3 877 −19,56 2 196 −14,59
2025-07-29 13F Creekside Partners 894 0,22 506 6,53
2025-08-13 13F Walleye Trading LLC 0 −100,00 0 −100,00
2025-08-12 13F North Star Asset Management Inc 757 0,00 429 6,20
2025-08-08 13F Truepoint, Inc. 876 −31,35 496 −27,06
2025-08-14 13F LM Advisors LLC 2 844 −37,00 2 −50,00
2025-07-17 13F Keystone Global Partners, LLC 848 −20,52 480 −15,64
2025-07-25 13F SPC Financial, Inc. 603 0,00 342 6,23
2025-08-06 13F SNS Financial Group, LLC 575 0,00 327 6,19
2025-05-14 13F Credit Agricole S A 1 725 920
2025-07-25 13F Atria Wealth Solutions, Inc. 11 640 −31,87 6 615 −27,57
2025-08-06 13F Wedbush Securities Inc 2 271 2,48 1 0,00
2025-07-31 13F United Community Bank 766 0,00 434 6,13
2025-08-05 13F Mason Investment Advisory Services, Inc. 1 899 −3,11 1 076 2,87
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
2025-08-14 13F First Financial Bankshares Inc 654 0,00 370 6,32
2025-07-14 13F Painted Porch Advisors LLC 25 0,00 14 7,69
2025-07-17 13F Sterling Investment Advisors, Ltd. 4 304 −2,07 2 438 4,01
2025-08-13 13F Victory Financial Group, Llc 7 946 −16,71 4 501 −10,09
2025-07-09 13F Sapient Capital Llc 457 −25,33 260 −20,80
2025-07-16 13F Essex Financial Services, Inc. 2 617 −0,38 1 483 5,78
2025-05-13 13F Cercano Management LLC 0 −100,00 0 −100,00
2025-07-29 13F International Assets Investment Management, Llc 3 984 3,37 2 257 9,78
2025-08-13 13F Corsair Capital Management, L.p. 597 −50,08 338 −47,02
2025-08-05 13F American Institute for Advanced Investment Management, LLP 3 781 −1,43 2 142 4,64
2025-08-14 13F Aberdeen Wealth Management LLC 701 0,00 397 6,43
2025-08-27 13F/A Squarepoint Ops LLC 82 480 140,22 46 723 155,08
2025-07-21 13F Warner Financial, Inc 1 502 −33,16 1 −100,00
2025-04-29 13F Hm Payson & Co 1 228 0,00 655 −6,29
2025-08-12 13F American Century Companies Inc 0 −100,00 0
2025-07-11 13F Caldwell Securities, Inc 7 −90,28 4 −92,11
2025-07-15 13F Fifth Third Bancorp 7 326 −0,81 4 150 5,33
2025-08-11 13F Root Financial Partners, LLC 465 0,22 263 6,48
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-07-28 13F Boston Trust Walden Corp 645 0,00 365 6,10
2025-08-28 NP GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp 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 9 084 −0,32 5 146 5,84
2025-07-25 13F Concurrent Investment Advisors, LLC 719 −19,84 407 −14,85
2025-08-12 13F Wealthbridge Capital Management, Llc 4 206 −3,55 2 383 2,41
2025-08-14 13F Operose Advisors LLC 329 0,00 186 6,29
2025-07-25 13F Hazlett, Burt & Watson, Inc. 377 5,31 0
2025-08-06 13F Cm Wealth Advisors Llc 629 0,00 357 6,25
2025-08-08 13F TD Capital Management LLC 156 0,00 88 6,02
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-05-14 13F Heritage Wealth Partners, LLC 0 −100,00 0
2025-07-17 13F XY Planning Network, Inc. 609 −5,43 345 0,29
2025-08-14 13F Private Capital Management, LLC 385 0,00 218 6,34
2025-07-10 13F Legacy Financial Strategies, LLC 576 0,00 326 6,19
2025-07-18 13F Midwest Financial Group LLC 8 545 −3,84 4 841 2,11
2025-08-07 13F Bearing Point Capital, Llc 14 071 0,06 7 971 6,25
2025-07-15 13F Signet Financial Management, Llc 480 0,00 272 6,25
2025-05-13 13F Camden Capital, LLC 0 −100,00 0
2025-07-14 13F Ridgewood Investments LLC 22 0,00 12 9,09
2025-07-28 13F Fairman Group, LLC 272 0,37 155 −12,00
2025-07-30 13F Brookstone Capital Management 16 359 −0,04 9 267 6,14
2025-07-24 13F Blair William & Co/il 78 366 3,55 44 393 9,95
2025-07-22 13F Merit Financial Group, LLC 9 669 −0,63 5 477 5,53
2025-08-08 13F Avalon Trust Co 1 000 −20,26 566 −15,27
2025-05-13 13F Quantum Private Wealth, LLC 0 −100,00 0
2025-08-05 13F Bank Of Montreal /can/ 500 851 0,38 283 722 6,59
2025-07-11 13F Busey Wealth Management 12 968 0,00 7 346 6,19
2025-07-31 13F CNB Bank 344 0,00 195 6,01
2025-07-25 13F Commonwealth Financial Services, LLC 758 −15,31 429 −10,06
2025-08-19 13F Advisory Services Network, LLC 6 089 9,83 3 505 18,53
2025-08-14 13F Man Group plc Call 0 −100,00 0 −100,00
2025-07-10 13F NorthCrest Asset Manangement, LLC 7 252 −0,23 4 224 8,92
2025-08-13 13F Lumbard & Kellner, LLC 360 204
2025-05-16 13F Great Lakes Advisors, Llc 0 −100,00 0
2025-07-23 13F West Paces Advisors Inc. 4 560 0,00 2 583 6,21
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-08-13 13F Russell Investments Group, Ltd. 189 −0,53 107 5,94
2025-08-06 13F First Horizon Advisors, Inc. 11 741 4,79 6 651 11,28
2025-08-05 13F Optivise Advisory Services LLC 785 26,82 445 34,55
2025-08-07 13F Commerce Bank 26 454 0,63 14 986 6,85
2025-08-14 13F Williams Jones Wealth Management, LLC. 7 756 −7,16 4 394 −1,41
2025-08-04 13F AlphaStar Capital Management, LLC 2 283 6,93 1 293 13,62
2025-08-14 13F Tudor Investment Corp Et Al 11 626 10,87 6 586 17,72
2025-08-01 13F Redwood Park Advisors LLC 807 −3,35 457 2,70
2025-08-15 13F/A Symphony Financial, Ltd. Co. 426 247
2025-07-24 13F Leo Wealth, LLC 975 0,00 552 6,15
2025-07-08 13F Rise Advisors, LLC 846 7,91 479 14,59
2025-05-01 13F Quest 10 Wealth Builders, Inc. 109 −15,50 58 −20,55
2025-08-01 13F Solstein Capital, LLC 10 0,00 6 0,00
2025-07-14 13F Signature Securities Group Corporation 5 697 −1,56 3 237 4,62
2025-08-01 13F Koss-Olinger Consulting, LLC 1 910 0,00 1 082 6,08
2025-08-19 13F National Asset Management, Inc. 3 561 −38,99 2 017 −39,54
2025-08-14 13F Aster Capital Management (DIFC) Ltd 4 448 2 520
2025-07-15 13F Signal Tree Financial Partners Llc 2 193 1 242
2025-07-28 13F Mutual Advisors, LLC 843 0,48 496 14,06
2025-08-14 13F Horizon Investments, LLC 1 972 −0,45 1 117 5,78
2025-08-14 13F Alliancebernstein L.p. 264 972 4,25 150 101 10,70
2025-08-11 13F Platform Technology Partners 841 0,00 476 6,25
2025-08-18 13F/A National Bank Of Canada /fi/ 339 −19,09 192 −13,90
2025-07-29 NP MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 5 781 −14,81 3 172 −17,37
2025-08-07 13F Parkside Financial Bank & Trust 1 165 6,98 660 13,62
2025-07-09 13F Fiduciary Alliance LLC 1 258 −2,86 713 3,19
2025-07-10 13F Sunflower Bank, N.A. 2 334 −5,96 1 322 −0,15
2025-07-09 13F Inspirion Wealth Advisors, Llc 445 0,00 252 6,33
2025-08-04 13F Daymark Wealth Partners, Llc 10 267 2,57 5 816 8,91
2025-07-30 13F Whittier Trust Co Of Nevada Inc 68 066 0,49 38 557 6,71
2025-07-24 13F Summit Place Financial Advisors, LLC 780 0,00 442 6,01
2025-07-25 13F Apollon Financial, LLC 829 1,47 469 7,82
2025-07-17 13F Saxon Interests, Inc. 1 263 0,00 674 0,00
2025-07-31 13F Orion Capital Management LLC 674 0,00 382 6,13
2025-08-11 13F Citigroup Inc 16 505 8,07 9 350 14,75
2025-07-30 13F Darrow Company, Inc. 1 729 −0,06 980 6,29
2025-07-24 13F Strengthening Families & Communities, LLC 7 0,00 4 0,00
2025-08-04 13F Pinnacle Associates Ltd 59 147 −5,74 33 506 0,09
2025-08-11 13F Retirement Capital Strategies 1 502 0,00 851 6,12
2025-04-30 13F First Interstate Bank 0 −100,00 0
2025-07-15 13F RTD Financial Advisors, Inc. 1 560 0,00 884 6,13
2025-07-08 13F D. Scott Neal, Inc. 780 0,00 442 6,01
2025-07-14 13F Sowell Financial Services LLC 5 153 2,12 2 919 8,47
2025-08-14 13F Maven Securities LTD 514 291
2025-07-24 13F Trust Co Of Toledo Na /oh/ 145 82
2025-05-09 13F Tidemark, LLC 0 −100,00 0
2025-07-30 13F Journey Advisory Group, LLC 1 972 8,41 1 117 15,15
2025-08-12 13F One Charles Private Wealth Services, LLC 377 0,00 214 5,97
2025-08-14 13F Cardiff Park Advisors, Llc 855 0,12 484 6,37
2025-07-09 13F Bay Rivers Group 7 861 0,68 4 453 6,89
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-31 13F Northstar Asset Management Llc 4 820 0,00 2 730 6,18
2025-07-23 13F Dohj, Llc 650 0,00 331 −4,62
2025-07-23 13F Prime Capital Investment Advisors, LLC 4 388 −6,30 2 486 −0,52
2025-05-15 13F Glenmede Trust Co Na 22 925 5,19 12 230 −1,47
2025-07-22 13F DAVENPORT & Co LLC 1 261 714
2025-08-14 13F Weiss Asset Management LP 0 −100,00 0 −100,00
2025-07-30 13F Connors Investor Services Inc 915 0,00 518 6,15
2025-08-05 13F Holistic Financial Partners 1 304 −4,82 739 1,10
2025-08-01 13F Motco 9 385 3,23 5 402 11,40
2025-08-25 13F/A Neuberger Berman Group LLC 2 430 −12,72 1 377 −7,34
2025-08-14 13F Hancock Prospecting Pty Ltd 0 −100,00 0 −100,00
2025-08-27 NP Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 37 900 −35,76 21 470 −31,79
2025-08-12 13F LPL Financial LLC 172 211 8,97 97 554 15,71
2025-08-11 13F Farrow Financial Inc. 3 114 −4,80 1 764 1,09
2025-07-21 13F Tower View Investment Management & Research LLC 1 263 −82,01 716 −80,90
2025-07-23 13F Sachetta, LLC 1 630 0,06 923 6,21
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 20 000 3,63 11 330 10,03
2025-07-31 13F Washington Trust Advisors, Inc. 125 0,00 71 6,06
2025-07-17 13F Tritonpoint Wealth, Llc 1 622 −0,98 922 5,26
2025-07-15 13F North Star Investment Management Corp. 8 061 4,76 4 567 11,23
2025-07-09 13F Hummer Financial Advisory Services Inc 17 228 0,00 9 790 6,26
2025-04-28 13F Pinnacle Financial Partners Inc 33 140 −1,34 17 713 −7,42
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 210 −1,41 119 4,42
2025-05-14 13F OMERS ADMINISTRATION Corp 0 −100,00 0
2025-05-14 13F Bnp Paribas Arbitrage, Sa Call 0 −100,00 0 −100,00
2025-08-01 13F Chilton Capital Management Llc 25 0,00 14 7,69
2025-05-13 13F Cookson Peirce & Co Inc 0 −100,00 0
2025-08-14 13F AllSquare Wealth Management LLC 143 0,00 81 6,58
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 −100,00 0
2025-07-22 13F Steele Capital Management, Inc. 33 507 −1,09 19 042 5,11
2025-07-23 13F Equitable Trust Co 2 470 −3,52 1 399 2,49
2025-07-29 13F Salomon & Ludwin, LLC 6 199 −0,35 3 591 8,23
2025-08-29 13F Centaurus Financial, Inc. 4 756 21,54 3 0,00
2025-07-09 13F Sunpointe, LLC 1 762 145,75 1 001 161,36
2025-07-16 13F Brown, Lisle/cummings, Inc. 30 0,00 17 0,00
2025-07-17 13F Youngs Advisory Group, Inc. 28 354 1,19 16 063 7,45
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0 −100,00
2025-07-22 13F Keudell/Morrison Wealth Management 394 −43,95 223 −40,53
2025-08-15 13F CI Private Wealth, LLC 484 834 98,31 274 651 110,58
2025-08-12 13F Archer Investment Corp 257 0,00 145 6,62
2025-08-04 13F Simon Quick Advisors, Llc 1 215 −0,33 688 5,69
2025-07-31 13F Cadinha & Co Llc 463 −37,60 262 −33,67
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 132 0,76 75 5,71
2025-08-05 13F Trail Ridge Investment Advisors, LLC 620 −7,32 357 0,00
2025-08-14 13F Leisure Capital Management 1 405 1,08 796 7,29
2025-07-14 13F Lewis Asset Management, LLC 3 191 1 808
2025-05-14 13F Aull & Monroe Investment Management Corp 0 −100,00 0
2025-07-25 13F Evolution Advisers, Inc. 54 0,00 0
2025-04-21 13F Roman Butler Fullerton & Co 0 −100,00 0
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