MUB - iShares Trust - iShares National Muni Bond ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

iShares Trust - iShares National Muni Bond ETF
US ˙ ARCA ˙ US4642884146

Grundläggande statistik
Institutionella ägare 1574 total, 1564 long only, 3 short only, 7 long/short - change of 2,73% MRQ
Genomsnittlig portföljallokering 0.6582 % - change of −14,40% MRQ
Institutionella aktier (lång) 335 507 531 (ex 13D/G) - change of −3,90MM shares −1,15% MRQ
Institutionellt värde (lång) $ 31 961 521 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares National Muni Bond ETF (US:MUB) har 1574 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 335,514,572 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Envestnet Asset Management Inc, Betterment LLC, Fmr Llc, Creative Planning, LPL Financial LLC, Wells Fargo & Company/mn, Fisher Asset Management, LLC, Morgan Stanley, and Pnc Financial Services Group, Inc. .

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

The share price as of September 18, 2025 is 106,58 / share. Previously, on September 19, 2024, the share price was 108,40 / share. This represents a decline of 1,68% over that period.

MUB / iShares Trust - iShares National Muni Bond ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

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Institutionell sälj/köp-kvot

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

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

MUB / iShares Trust - iShares National Muni Bond ETF Historical Put/Call Ratio
13D/G-Arkiveringar

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

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

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Fil Datum Formulär Investerare Föregående
aktier
Senaste
aktier
Δ Aktier
(Procent)
Ägande
(Procent)
Δ Ägande
(Procent)
2024-11-12 13G/A FMR LLC 18,878,537 14,213,112 -24.71 3.93 -26.79
13F- och NPORT-arkiveringar

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

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-14 13F Clarity Asset Management, Inc. 68 120 5,94 7 117 4,99
2025-07-30 13F Canvas Wealth Advisors, LLC 18 187 3,34 1 885 3,86
2025-08-14 13F Valley Financial Group, Inc. 3 972 1,48 415 0,49
2025-07-29 13F BKD Wealth Advisors, LLC 647 797 1,06 67 682 0,14
2025-07-23 13F Financial Life Advisors 48 853 2,00 5 104 1,07
2025-07-23 13F Indiana Trust & Investment Management CO 0 −100,00 0
2025-08-29 13F Total Investment Management Inc 320 33
2025-08-14 13F Evercore Wealth Management, LLC 4 297 0,00 449 −1,10
2025-08-14 13F Money Concepts Capital Corp 20 052 0,14 2 095 −0,81
2025-07-17 13F Coastline Trust Co 3 726 105,74 389 104,74
2025-07-29 NP WAVLX - Wavelength Interest Rate Neutral Fund 31 296 12,19 3 250 8,23
2025-07-25 13F Pandora Wealth, Inc. 2 500 0,00 261 −0,76
2025-07-11 13F Grove Bank & Trust 38 689 −3,55 4 042 −4,42
2025-07-22 13F Red Tortoise LLC 663 −58,56 69 −58,93
2025-08-14 13F LMR Partners LLP Call 500 000 52 240
2025-08-05 13F Navalign, LLC 0 −100,00 0
2025-07-07 13F Retirement Wealth Solutions LLC 21 135 0,59 2 208 −0,32
2025-08-14 13F Diversify Advisory Services, LLC 9 232 −25,73 962 −25,91
2025-08-13 13F Beacon Pointe Advisors, LLC 622 460 −4,32 65 035 −5,19
2025-08-14 13F LMR Partners LLP 1 774 400 2 118,00 185 389 2 097,85
2025-07-15 13F Evanson Asset Management, LLC 2 306 −85,12 241 −85,31
2025-08-13 13F Crescent Grove Advisors, LLC 2 136 −26,40 223 −26,89
2025-07-16 13F Evergreen Private Wealth LLC 457 17,18 48 14,63
2025-07-28 13F Frazier Financial Advisors, LLC 0 0
2025-08-14 13F Vista Investment Management 2 490 −1,19 260 −1,89
2025-08-13 13F Bare Financial Services, Inc 33 926 −12,18 3 545 −12,99
2025-08-14 13F LaSalle St. Investment Advisors, LLC 2 324 0
2025-07-22 13F Wealthcare Capital Management Llc 57 865 −0,08 6 046 −1,00
2025-07-09 13F Veracity Capital LLC 9 798 83,93 1 024 82,35
2025-08-08 13F Tortoise Investment Management, LLC 12 124 −12,37 1 267 −13,17
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 2 479 259
2025-08-08 13F Carl P. Sherr & Co., LLC 10 031 −8,48 1 048 −9,26
2025-08-01 13F Strategic Financial Services, Inc, 3 750 392
2025-08-07 13F Vise Technologies, Inc. 89 115 235,75 9 311 229,21
2025-08-13 13F Crabel Capital Management, LLC 28 063 2 932
2025-07-30 13F Green Square Capital Advisors Llc 11 009 −3,92 1 150 −4,80
2025-08-14 13F German American Bancorp, Inc. 122 736 48,19 12 823 46,85
2025-07-29 13F Lutz Financial Services LLC 344 020 16,50 35 943 15,44
2025-08-12 13F Change Path, LLC 40 321 −4,89 4 213 −5,75
2025-08-11 13F Summit Wealth Partners, LLC 3 184 −14,71 333 −15,52
2025-08-11 13F Greykasell Wealth Strategies, Inc. 8 008 −5,90 837 −6,80
2025-08-12 13F Planning Alternatives Ltd /adv 6 873 718
2025-07-23 13F Detalus Advisors, LLC 23 769 −7,67 2 483 −8,51
2025-08-19 13F Hohimer Wealth Management, Llc 19 474 −30,15 2 035 −30,79
2025-08-13 13F Providence Capital Advisors, LLC 235 25
2025-08-08 13F Capstone Financial Advisors, Inc. 18 728 −3,23 1 957 −4,12
2025-07-17 13F Charles Schwab Trust Co 170 253 22,78 17 788 21,67
2025-07-28 13F Deroy & Devereaux Private Investment Counsel Inc 9 960 1
2025-08-04 13F Spinnaker Trust 16 041 0,00 1 676 −0,95
2025-08-12 13F Wayfinding Financial, LLC 29 116 16,39 3 50,00
2025-08-20 13F Tull Financial Group, Inc. 5 446 569
2025-07-07 13F Shotwell Rutter Baer Inc 7 326 −0,46 764 −1,93
2025-07-25 13F Pathway Financial Advisors LLC 7 132 57,09 745 55,86
2025-08-13 13F Cambria Investment Management, L.P. 3 105 −75,52 324 −76,02
2025-07-22 13F Ellenbecker Investment Group 3 552 0,68 371 −0,27
2025-07-08 13F Advance Capital Management, Inc. 3 414 5,89 357 5,01
2025-07-21 13F Stock Yards Bank & Trust Co 15 663 −19,44 1 636 −20,20
2025-08-13 13F Maia Wealth LLC 23 639 6,60 2 470 7,91
2025-05-01 13F Auour Investments LLC 0 −100,00 0 −100,00
2025-08-06 13F Prospera Financial Services Inc 55 360 15,86 5 784 14,81
2025-09-12 13F/A Valeo Financial Advisors, LLC 42 033 1 443,63 4 392 1 429,97
2025-07-28 13F ForthRight Wealth Management, LLC 9 442 −35,94 986 −36,55
2025-08-05 13F Code Waechter LLC 9 324 −23,09 974 97 300,00
2025-08-05 13F Hunter Associates Investment Management Llc 10 000 0,00 1 0,00
2025-08-11 13F Perennial Investment Advisors, LLC 2 041 −34,35 213 −34,86
2025-07-30 13F Smith Thornton Advisors LLC 6 095 −6,52 637 −7,42
2025-08-06 13F Tradewinds, LLC. 3 433 359
2025-07-18 13F Ewa, Llc 12 318 213,12 1 287 210,87
2025-08-14 13F McIlrath & Eck, LLC 738 0,82 77 0,00
2025-07-15 13F McAdam, LLC 36 101 −16,27 3 772 −17,05
2025-08-08 13F Stephenson & Company, Inc. 24 707 0,00 2 581 −0,92
2025-07-16 13F Motive Wealth Advisors 36 617 −5,16 3 826 −6,04
2025-08-06 13F Long Run Wealth Advisors, LLC 2 773 290
2025-07-09 13F Blodgett Wealth Advisors, Llc 2 739 286
2025-08-14 13F Sand Hill Global Advisors, LLC 72 213 −20,59 7 545 −21,32
2025-08-14 13F Wetherby Asset Management Inc 8 262 46,15 863 43,36
2025-08-06 13F Commonwealth Equity Services, Llc 3 059 268 −1,66 320 −2,74
2025-07-29 13F Madison Wealth Partners, Inc 17 376 −20,79 1 815 −21,50
2025-08-13 13F Summit Financial, LLC 71 106 −5,71 7 429 −6,57
2025-07-30 13F Argonautica Private Wealth Management, Inc 6 582 −16,41 688 −17,23
2025-08-15 13F CI Private Wealth, LLC 817 151 21,78 85 376 20,67
2025-07-09 13F Westshore Wealth, LLC 8 278 68,18 865 66,80
2025-07-22 13F Wealthcare Capital Partners, LLC 8 195 −14,87 856 −15,67
2025-07-22 13F IMC-Chicago, LLC 58 415 −6,41 6 103 −7,25
2025-08-14 13F Alliancebernstein L.p. 432 884 −1,44 45 228 −2,33
2025-08-13 13F Keystone Financial Group 2 823 30,15 295 28,95
2025-08-05 13F Gould Asset Management Llc /ca/ 7 070 −18,36 739 −19,17
2025-07-10 13F Signal Advisors Wealth, LLC 5 408 −20,72 565 −21,42
2025-08-01 13F New York Life Investment Management Llc 388 999 72,26 40 643 70,69
2025-07-24 13F Lindenwold Advisors 97 160 3,22 10 151 2,29
2025-08-11 13F Kingdom Financial Group LLC. 55 332 −59,26 5 781 −59,63
2025-08-08 13F RAM Investment Partners, LLC 5 850 −0,03 611 −0,81
2025-07-09 13F Baron Financial Group, LLC 4 455 −0,89 465 −1,69
2025-07-14 13F AdvisorNet Financial, Inc 20 490 −2,70 2 141 −3,60
2025-07-23 13F Tyche Wealth Partners LLC 43 708 388,03 4 567 383,69
2025-07-31 13F Moser Wealth Advisors, LLC 30 3,45 3 0,00
2025-08-08 13F City Of London Investment Management Co Ltd 145 388 95,53 15 190 93,75
2025-07-02 13F Boston Standard Wealth Management, LLC 232 865 25,52 24 330 23,08
2025-07-08 13F Apella Capital, LLC 175 564 −17,76 18 310 −16,99
2025-07-08 13F Nbc Securities, Inc. 6 909 11,18 1
2025-07-25 13F Apollon Wealth Management, LLC 34 324 −82,02 3 586 −82,19
2025-04-04 13F Exeter Financial, LLC 0 −100,00 0 −100,00
2025-08-04 13F Mesirow Financial Investment Management, Inc. 1 935 202
2025-05-02 13F Capital A Wealth Management, LLC 2 718 −18,01 287 −18,98
2025-08-06 13F Regimen Wealth, Llc 17 087 −91,74 1 785 −91,82
2025-08-12 13F XTX Topco Ltd 10 318 1 078
2025-07-17 13F SeaBridge Investment Advisors LLC 7 880 −29,19 823 −29,84
2025-08-12 13F Leigh Baldwin & Co., Llc 2 343 −2,70 245 −3,56
2025-07-28 NP TWTIX - Intermediate-term Tax-free Bond Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 88 600 −52,80 9 201 −56,51
2025-08-12 13F Bokf, Na 760 −8,54 79 −9,20
2025-07-16 13F TCI Wealth Advisors, Inc. 0 −100,00 0
2025-08-05 13F Integrity Financial Corp /WA 358 0,00 37 0,00
2025-07-16 13F Falcon Wealth Planning 5 717 91,97 597 90,13
2025-05-12 13F Providence First Trust Co 0 −100,00 0 −100,00
2025-08-08 13F CFO4Life Group, LLC 5 912 0,00 618 −0,96
2025-08-08 13F Pnc Financial Services Group, Inc. 7 528 127 5,17 786 539 4,21
2025-07-30 NP OVM - Overlay Shares Municipal Bond ETF 259 302 −8,45 26 929 −11,70
2025-08-13 13F Centiva Capital, LP Call 2 800 000 600,00 292 544 593,63
2025-08-11 13F Citigroup Inc 1 258 721 8,70 131 511 7,71
2025-07-22 13F Clarius Group, LLC 0 −100,00 0
2025-07-14 13F Seascape Capital Management 5 335 −72,90 1 −100,00
2025-08-25 13F/A Promus Capital, LLC 1 550 3 129,17 162 3 120,00
2025-07-22 13F Private Wealth Group, LLC 3 563 −12,76 372 −13,49
2025-08-11 13F Foundation Wealth Management, LLC\PA 1 954 204
2025-07-17 13F Independence Bank of Kentucky 7 231 7,43 755 6,49
2025-08-15 13F Cooksen Wealth, LLC 12 282 9,92 1 283 6,74
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 3 838 −26,70 401 −27,54
2025-07-31 13F Ballast Advisors Llc 5 167 0,00 540 −0,92
2025-07-28 13F IFC Advisors LLC 4 164 −36,10 435 −36,68
2025-07-21 13F Life Planning Partners, Inc 39 969 3,35 4 176 2,40
2025-04-14 13F Regatta Capital Group, Llc 0 −100,00 0
2025-07-16 13F GenWealth Group, Inc. 0 −100,00 0
2025-07-23 13F First Financial Group Corp 2 355 0,00 246 −0,81
2025-08-12 13F New Republic Capital, LLC 61 45,24 6 50,00
2025-07-29 13F Curbstone Financial Management Corp 37 842 0,00 3 954 −0,93
2025-07-17 13F Sound Income Strategies, LLC 1 329 285,22 139 283,33
2025-08-04 13F HBK Sorce Advisory LLC 9 193 16,90 960 15,80
2025-07-15 13F Armis Advisers, LLC 4 914 5,20 511 4,29
2025-08-08 13F KM Capital Management Ltd. 4 763 498
2025-08-11 13F Western Wealth Management, LLC 11 605 −8,68 1 213 −9,48
2025-07-07 13F Insight Wealth Strategies, LLC 36 566 −0,33 3 813 −1,42
2025-08-14 13F Warren Averett Asset Management, LLC 125 314 1,22 13 093 0,29
2025-08-14 13F Parallax Volatility Advisers, L.P. 1 0
2025-08-12 13F TCP Asset Management, LLC 6 929 −1,52 724 −2,43
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 91 002 −17,95 9 508 −18,69
2025-07-07 13F Enterprise Bank & Trust Co 3 294 0,00 344 −0,86
2025-08-01 13F a16z Perennial Management, L.P. 0 −100,00 0
2025-07-15 13F Cranbrook Wealth Management, LLC 14 819 1 548
2025-08-13 13F Baird Financial Group, Inc. 350 578 8,19 36 628 7,21
2025-08-13 13F Colonial Trust Advisors 2 008 −47,38 210 −48,01
2025-08-14 13F Parallax Volatility Advisers, L.P. Call 2 800 293
2025-07-17 13F Stone Point Wealth LLC 8 816 −24,49 921 −25,18
2025-07-18 13F BCO Wealth Management LLC 87 332 −3,20 9 124 −4,08
2025-07-11 13F First PREMIER Bank 200 0,00 0
2025-07-23 13F Eagle Strategies LLC 13 044 1 363
2025-07-09 13F GEM Asset Management, LLC 5 095 −26,83 531 −27,66
2025-08-12 13F Cook Wealth Management Group Llc 0 −100,00 0
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 16 654 71,20 1 740 69,76
2025-07-21 13F Sage Financial Management Group, Inc. 13 343 −15,42 1 0,00
2025-08-04 13F Haven Private, LLC 11 650 −0,98 1 217 −1,85
2025-07-22 13F Coastal Investment Advisors, Inc. 870 3,08 91 2,27
2025-08-12 13F LPL Financial LLC 10 574 675 6,43 1 104 842 5,46
2025-07-29 13F Private Trust Co Na 18 171 −47,81 1 899 −48,28
2025-08-22 NP FENCX - Fidelity SAI Enhanced Municipal Income Fund 13 974 94,08 1 460 92,36
2025-05-15 13F Concorde Asset Management, LLC 0 −100,00 0
2025-08-14 13F Parallax Volatility Advisers, L.P. Put 1 200 125
2025-08-11 13F Addison Capital Co 2 816 0,00 294 −0,68
2025-08-14 13F Novus Advisors, Llc 2 167 0,00 226 −0,88
2025-07-30 13F Strategic Blueprint, LLC 53 914 −0,39 5 633 −1,30
2025-08-01 13F Facet Wealth, Inc. 1 119 485 27,82 116 281 27,66
2025-07-25 13F Transcendent Capital Group LLC 3 269 −0,40 342 −1,45
2025-07-18 13F United Bank 15 259 0,00 1 594 −0,87
2025-07-14 13F Painted Porch Advisors LLC 0 −100,00 0
2025-05-14 13F Tme Financial, Inc. 0 −100,00 0
2025-08-14 13F Objective Capital Management, LLC 3 550 5,97 371 4,82
2025-07-10 13F Atticus Wealth Management, Llc 12 0,00 1 0,00
2025-07-09 13F Affinity Capital Advisors, LLC 0 −100,00 0
2025-08-18 13F Goodman Advisory Group, LLC 4 756 −82,25 497 −82,44
2025-07-31 13F Blake Schutter Theil Wealth Advisors, LLC 11 976 2,59 1 251 1,71
2025-08-11 13F Vanguard Group Inc 4 591 −8,16 480 −9,11
2025-08-14 13F Beaird Harris Wealth Management, LLC 39 144 28,25 4 090 27,07
2025-08-13 13F GeoWealth Management, LLC 7 178 −20,80 750 −21,57
2025-07-18 13F Wiser Wealth Management, Inc 5 407 565
2025-07-28 NP SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares 38 270 −51,54 3 974 −53,26
2025-08-13 13F Cary Street Partners Financial Llc 24 178 137,74 2 526 135,63
2025-07-30 13F Phillips Financial Management, Llc 54 986 −14,28 5 745 −15,07
2025-08-14 13F 10Elms LLP 3 250 44,44 340 43,04
2025-08-06 13F Cannon Financial Strategists, Inc. 27 877 −57,35 2 913 −57,74
2025-07-31 13F Ndwm Llc 15 808 196,20 1 652 193,77
2025-08-13 13F ESG Planning 109 240 −47,16 11 413 −47,64
2025-07-25 13F G2 Capital Management, Llc / Oh 0 −100,00 0
2025-07-23 13F Nbt Bank N A /ny 6 530 20,81 682 19,86
2025-07-18 13F TPG Advisors LLC 17 871 3,12 1 867 2,19
2025-07-07 13F Wesbanco Bank Inc 215 198 7,34 22 484 6,36
2025-07-08 13F Atlas Brown,Inc. 5 152 −1,74 538 −2,54
2025-08-04 13F Arkadios Wealth Advisors 15 685 −14,87 1 639 −15,65
2025-08-13 13F Colonial Trust Co / SC 3 902 20,36 408 19,35
2025-07-22 13F Foguth Wealth Management, LLC. 3 107 −2,14 325 −2,99
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-05 13F EPG Wealth Management LLC 4 300 0,00 449 −0,88
2025-08-11 13F Oder Investment Management, LLC 2 773 41,91 290 40,29
2025-08-06 13F One Wealth Capital Management, Llc 75 914 0,43 7 931 −0,49
2025-08-05 13F Claro Advisors LLC 14 263 0,46 1 490 −0,47
2025-08-11 13F Plum Street Advisors, LLC 22 104 2,85 2 309 1,90
2025-08-08 13F Strategies Wealth Advisors, LLC 26 514 33,40 2 770 32,22
2025-07-30 NP APMU - ActivePassive Intermediate Municipal Bond ETF 10 035 −75,06 1 042 −75,94
2025-08-14 13F Great Valley Advisor Group, Inc. 107 866 −62,23 11 270 −62,58
2025-08-01 13F Brookwood Investment Group LLC 10 365 11,15 1 083 10,07
2025-07-14 13F Armstrong Advisory Group, Inc 7 653 0,64 800 −1,36
2025-07-30 13F Parcion Private Wealth LLC 213 027 22 257
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 284 243 −4,16 29 698 −5,03
2025-08-12 13F Tradition Wealth Management, LLC 5 201 −1,79 543 −2,69
2025-07-18 13F RKL Wealth Management LLC 0 −100,00 0
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 2 915 −17,63 305 −18,50
2025-07-01 13F Confluence Investment Management Llc 58 057 215,27 6 066 212,47
2025-07-03 13F Stairway Partners, LLC 158 373 1,48 16 547 0,55
2025-08-13 13F Cresset Asset Management, LLC 270 715 92,77 28 284 91,02
2025-07-31 13F Cardinal Point Capital Management, ULC 320 647 −3,18 33 501 −4,06
2025-08-13 13F Centiva Capital, LP Put 0 −100,00 0 −100,00
2025-07-24 13F Certus Wealth Management, LLC 5 785 −40,76 604 −40,61
2025-07-16 13F Plancorp, LLC 2 820 295
2025-08-01 13F James Investment Research Inc 23 021 −0,35 2 405 −1,23
2025-07-11 13F Afg Fiduciary Services Limited Partnership 8 241 2,14 859 3,12
2025-08-05 13F Prosperity Consulting Group, LLC 24 456 −17,11 2 555 −17,87
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 11 275 0,00 1 178 −0,84
2025-08-01 13F SYM FINANCIAL Corp 25 3
2025-04-21 13F Riverwater Partners LLC 0 −100,00 0 −100,00
2025-08-14 13F Moneta Group Investment Advisors Llc 5 645 36,68 590 35,40
2025-07-29 13F Chicago Partners Investment Group LLC 37 985 −3,03 3 933 −3,93
2025-07-24 13F Rice Partnership, LLC 571 6,53 60 5,36
2025-08-07 13F Aspen Wealth Strategies, LLC 6 249 −13,36 653 −14,21
2025-08-15 13F WFA of San Diego, LLC 1 215 0,00 127 −3,82
2025-07-10 13F Stewardship Advisors, LLC 3 196 −25,80 334 −26,65
2025-08-12 13F Gladstone Institutional Advisory LLC 3 846 6,71 402 5,53
2025-07-30 13F Crewe Advisors LLC 208 789 −12,21 21 814 −13,00
2025-08-01 13F MorganRosel Wealth Management, LLC 6 644 −26,25 694 −26,87
2025-07-16 13F New Insight Wealth Advisors 6 855 255,00 716 252,71
2025-08-04 13F Bordeaux Wealth Advisors LLC 9 127 −3,58 954 −4,51
2025-07-09 13F Seaside Wealth Management, Inc. 53 703 −15,82 5 611 −16,59
2025-08-13 13F Dynamic Wealth Strategies, LLC 3 032 0,00 317 −0,94
2025-07-22 13F Evensky & Katz LLC 2 260 −21,12 0
2025-06-16 13F Lynx Investment Advisory 0 −100,00 0
2025-08-13 13F Russell Investments Group, Ltd. 69 471 1 267,54 7 258 1 256,64
2025-07-29 13F Quotient Wealth Partners, LLC 219 648 14,55 22 949 13,51
2025-07-11 13F Hilltop Wealth Advisors, Llc 3 522 −18,09 368 −18,98
2025-08-11 13F Midwest Professional Planners, LTD. 0 −100,00 0 −100,00
2025-08-13 13F Haverford Trust Co 5 700 3,35 596 2,41
2025-08-07 13F Cascade Financial Partners, LLC 34 247 −13,55 3 578 −14,32
2025-08-11 13F Y.D. More Investments Ltd 160 0,00 17 0,00
2025-08-08 13F Union Savings Bank 3 695 −33,57 384 −34,64
2025-08-14 13F Stifel Financial Corp 782 433 22,65 81 748 21,53
2025-07-22 13F Gutierrez Wealth Advisory, LLC 49 106 60,02 5 131 58,58
2025-04-16 13F New Century Financial Group, LLC 0 −100,00 0
2025-07-16 13F American National Bank 2 022 211
2025-08-14 13F Gould Capital, LLC 677 0,00 71 −1,41
2025-08-06 13F Paladin Advisory Group, LLC 2 409 −90,57 252 −90,68
2025-07-24 13F Accredited Investor Services, Llc 16 098 5,27 1 682 4,28
2025-08-13 13F SCS Capital Management LLC 176 557 −5,17 18 447 −6,04
2025-08-29 13F Evolution Wealth Management Inc. 419 44
2025-04-10 13F Contravisory Investment Management, Inc. 0 −100,00 0
2025-08-04 13F 4J Wealth Management LLC 8 337 −6,02 871 −6,84
2025-08-06 13F Ironwood Wealth Management, LLC. 31 304 −54,73 3 271 −55,14
2025-07-23 13F Pillar Financial Advisors, LLC 33 0,00 3 0,00
2025-07-31 13F Glass Jacobson Investment Advisors llc 1 190 0,00 124 −1,59
2025-08-14 13F Certified Advisory Corp 8 146 −3,96 851 −4,81
2025-07-14 13F Harbor Group, Inc. 97 261 38,60 10 162 37,33
2025-08-13 13F GM Advisory Group, Inc. 73 060 −10,26 7 633 −11,07
2025-08-08 13F Evolution Wealth Advisors, LLC 5 143 0,00 537 −0,92
2025-07-09 13F Massmutual Trust Co Fsb/adv 11 706 −1,72 1 223 −2,55
2025-08-14 13F Integrated Wealth Concepts LLC 314 769 0,25 32 887 −0,66
2025-07-15 13F Bfsg, Llc 100 0,00 10 0,00
2025-08-14 13F Atomi Financial Group, Inc. 37 262 41,21 3 893 39,94
2025-07-22 13F Confluence Wealth Services, Inc. 77 500 2,26 8 097 3,25
2025-08-13 13F Manning & Napier Advisors Llc 505 849 0,89 52 852 −0,03
2025-08-13 13F Okabena Investment Services Inc 80 683 0,73 8 430 −0,19
2025-08-15 13F Asset Allocation Strategies LLC 4 692 −0,28 490 −1,21
2025-05-14 13F Evergreen Wealth Solutions, LLC 0 −100,00 0
2025-07-17 13F Park Place Capital Corp 3 707 −75,96 387 −76,25
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 425 0,00 44 0,00
2025-08-05 13F Bank Of Montreal /can/ 455 925 −3,75 47 635 −4,63
2025-07-23 13F Valmark Advisers, Inc. 85 054 8,50 8 886 7,51
2025-07-16 13F Eagle Global Advisors Llc 10 035 −19,94 1 048 −20,67
2025-08-14 13F Manufacturers Life Insurance Company, The 196 034 −16,95 20 482 −17,71
2025-08-12 13F Inscription Capital, LLC 11 298 7,26 1 180 4,15
2025-07-29 13F Two West Capital Advisors LLC 7 288 79,33 755 81,93
2025-08-13 13F Townsquare Capital Llc 5 375 −97,90 562 −97,92
2025-07-08 13F/A Salem Investment Counselors Inc 17 0,00 2 0,00
2025-08-07 13F Verus Capital Partners, Llc 33 371 −1,80 3 487 −2,71
2025-04-23 13F Saxony Capital Management, LLC 0 −100,00 0 −100,00
2025-08-04 13F Bristlecone Advisors, LLC 9 431 −21,05 985 −21,76
2025-08-08 13F Gts Securities Llc 19 529 27,99 2 040 26,87
2025-04-10 13F Bremer Bank National Association 2 688 283
2025-07-28 13F Harbour Investments, Inc. 16 393 −4,07 1 713 −4,94
2025-07-14 13F Wealth Advisory Solutions, LLC 82 480 2,68 8 618 1,75
2025-07-24 13F Jfs Wealth Advisors, Llc 383 282 −23,30 40 045 −24,00
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 11 033 −4,76 1 153 −5,65
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 5 759 42,58 602 41,41
2025-05-09 13F Horizon Family Wealth, Inc. 0 −100,00 0 −100,00
2025-08-06 13F Florin Court Capital LLP 2 600 −70,79 272 −71,11
2025-08-11 13F Aptus Capital Advisors, LLC 163 790 6,87 17 113 5,90
2025-08-05 13F Aviance Capital Partners, LLC 3 069 0,00 321 −0,93
2025-07-08 13F Webster Bank, N. A. 9 952 0,00 1 040 −0,95
2025-06-25 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 291 447 72,25 30 523 69,33
2025-07-29 13F Graver Capital Management, LLC 28 786 3,23 3 008 2,28
2025-08-12 13F Jacobi Capital Management LLC 11 510 −23,63 1 203 −24,35
2025-07-14 13F Abound Wealth Management 25 810 68,17 2 697 66,63
2025-08-14 13F Redwood Investment Management, Llc 21 543 17,44 2 100,00
2025-07-22 13F Safir Wealth Advisors, LLC 25 924 −2,06 2 709 −2,94
2025-08-14 13F Price T Rowe Associates Inc /md/ 1
2025-07-10 13F IMPACTfolio, LLC 68 065 −3,67 7 111 −4,54
2025-08-06 13F HORAN Wealth, LLC 3 501 366
2025-08-04 13F ArborFi Advisors, LLC 4 539 21,46 474 20,30
2025-07-17 13F HB Wealth Management, LLC 4 219 −11,50 441 −12,35
2025-08-19 13F/A Pitcairn Co 4 645 0,00 485 −0,82
2025-07-23 13F Steel Peak Wealth Management LLC 29 166 −5,15 3 047 −6,01
2025-08-12 13F Vickerman Investment Advisors, Inc. 0 −100,00 0
2025-05-15 13F/A WCG Wealth Advisors LLC 0 −100,00 0 −100,00
2025-07-16 13F Dakota Wealth Management 112 038 7,08 11 706 6,10
2025-08-05 13F Tsfg, Llc 8 329 −25,20 1 −100,00
2025-08-14 13F Waterway Wealth Management, LLC 0 −100,00 0
2025-05-14 13F Walleye Trading LLC Put 0 −100,00 0
2025-08-08 13F Westwood Holdings Group Inc 0 −100,00 0
2025-05-08 13F Glassman Wealth Services 0 −100,00 0
2025-07-29 13F Swmg, Llc 4 908 16,50 509 15,98
2025-04-28 13F Mountain Capital Investment Advisors, Inc 0 −100,00 0
2025-07-30 13F TFB Advisors LLC 10 382 −11,11 1 085 −11,94
2025-08-07 13F Davis R M Inc 0 −100,00 0
2025-07-11 13F My Legacy Advisors, LLC 31 426 −3,27 3 276 −4,35
2025-08-12 13F Howe & Rusling Inc 0 −100,00 0
2025-07-07 13F Bangor Savings Bank 9 374 0,00 979 −0,91
2025-07-17 13F CWA Asset Management Group, LLC 100 168 6,84 10 466 5,87
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 129 459 −6,27 13 491 −7,09
2025-07-15 13F Axis Wealth Partners, LLC 2 655 2,71 277 1,84
2025-07-21 13F West Financial Advisors, LLC 5 582 −17,85 583 −18,58
2025-07-15 13F Carr Financial Group Corp 10 000 1 045
2025-08-14 13F Hilltop Holdings Inc. 6 121 −25,61 639 −26,30
2025-08-18 13F N.E.W. Advisory Services LLC 236 −50,00 25 −51,02
2025-07-08 13F Atwood & Palmer Inc 826 86
2025-07-21 13F Ameriflex Group, Inc. 2 239 115,29 234 113,76
2025-08-05 13F American Capital Advisory, LLC 250 0,00 26 0,00
2025-08-15 13F Captrust Financial Advisors 1 358 342 11,68 141 919 10,66
2025-07-30 13F Clifford Swan Investment Counsel Llc 3 481 364
2025-08-08 13F Atlantic Trust, LLC 1 574 0,00 164 −0,61
2025-08-12 13F Armor Investment Advisors, LLC 47 643 9,78 4 978 8,79
2025-07-21 13F Keystone Financial Group, Inc. 1 095 −45,55 113 −45,93
2025-07-15 13F Cordant, Inc. 0 −100,00 0
2025-07-22 13F Sutton Place Investors Llc 5 529 40,19 578 39,04
2025-08-14 13F Peapack Gladstone Financial Corp 146 710 66,28 15 66,67
2025-08-05 13F Avant Financial Advisors LLC 47 217 12,39 4 933 11,38
2025-07-16 13F Spinnaker Investment Group, LLC 6 309 25,53 659 24,57
2025-08-06 13F OneAscent Family Office, LLC 2 008 −20,60 0
2025-08-15 13F Fft Wealth Management Llc 28 951 −52,03 3 013 −52,65
2025-07-16 13F Patron Partners Advisors, Llc 3 137 −10,68 328 −11,62
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 223 −2,19 23 −4,17
2025-08-04 13F Savvy Advisors, Inc. 116 166 49,14 12 137 47,78
2025-05-06 13F Boyd Watterson Asset Management Llc/oh 0 −100,00 0
2025-07-17 13F Oakworth Capital, Inc. 4 872 509
2025-08-13 13F Smith, Moore & Co. 6 499 0,48 679 −0,29
2025-08-14 13F Transamerica Financial Advisors, Inc. 54 −19,40 6
2025-08-13 13F EverSource Wealth Advisors, LLC 8 011 −38,67 837 −39,29
2025-08-18 13F Hollencrest Capital Management 253 26
2025-07-22 13F Relyea Zuckerberg Hanson LLC 3 552 0,00 371 −0,80
2025-08-13 13F Lido Advisors, LLC 138 891 −19,21 14 511 −19,94
2025-08-05 13F Freestone Capital Holdings, LLC 127 881 1,06 13 361 0,13
2025-07-16 13F ORG Wealth Partners, LLC 5 696 −54,39 594 −54,90
2025-07-17 13F Mainsail Financial Group, LLC 34 596 3,12 3 586 1,36
2025-07-10 13F Wedmont Private Capital 496 553 41,94 51 771 44,65
2025-07-21 13F Single Point Partners, LLC 123 771 −18,04 13 −20,00
2025-07-22 13F Checchi Capital Advisers, LLC 16 601 −32,41 1 734 −33,02
2025-08-05 13F Allstate Corp 3 047 649 0,98 318 418 0,06
2025-07-18 13F Benchmark Wealth Management, LLC 2 381 249
2025-08-06 13F Quadrant Private Wealth Management, LLC 2 835 296
2025-05-01 13F Manuka Financial, LLC 0 −100,00 0
2025-07-15 13F Alhambra Investment Partners LLC 21 972 3,05 2 296 2,09
2025-07-24 13F Cyndeo Wealth Partners, LLC 10 076 1 053
2025-08-07 13F Gryphon Financial Partners LLC 2 128 −21,91 222 −22,65
2025-08-11 13F Synergy Investment Management, LLC 11 384 −45,76 1 189 −46,25
2025-07-28 13F Revolve Wealth Partners, LLC 133 315 3,92 13 929 2,97
2025-08-05 13F Jacobson & Schmitt Advisors, Llc 21 732 −2,92 2 271 −3,81
2025-07-17 13F XML Financial, LLC 4 517 3,79 472 2,84
2025-08-06 13F Paulson Wealth Management Inc. 6 651 −74,82 695 −75,07
2025-07-07 13F Centurion Wealth Management LLC 4 735 7,69 495 5,56
2025-07-22 13F Appleton Partners Inc/ma 0 −100,00 0
2025-08-14 13F Foronjy Financial Llc 13 959 1 458
2025-07-11 13F Farther Finance Advisors, LLC 504 444 14,30 52 704 13,18
2025-07-15 13F Vannoy Advisory Group, Inc. 55 821 2,10 5 832 1,18
2025-07-31 13F Hobart Private Capital, LLC 17 788 66,07 1 858 64,57
2025-08-11 13F Avantax Planning Partners, Inc. 170 139 −44,60 17 776 −45,10
2025-07-23 13F Slow Capital, Inc. 165 972 −13,67 17 341 −14,45
2025-07-24 13F Williams & Novak, LLC 1 979 −40,52 207 −41,31
2025-08-05 13F Allodium Investment Consultants, LLC 3 408 4,86 356 4,09
2025-07-21 13F Rainey & Randall Investment Management Inc. 1 935 0,78 202 0,00
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 8 905 −9,37 1 −100,00
2025-08-06 13F Savant Capital, LLC 67 380 −13,89 7 040 −14,68
2025-08-12 13F Investments & Financial Planning, LLC 7 197 −1,61 752 −2,59
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 71 302 10,44 7 450 9,43
2025-08-13 13F Summit Wealth Group Llc / Co 8 834 923
2025-08-13 13F Brown Advisory Inc 61 880 −3,68 6 465 −4,55
2025-07-23 13F Pure Portfolios Holdings Llc 0 −100,00 0
2025-07-28 13F Davidson Investment Advisors 55 502 −1,98 5 799 −2,88
2025-08-07 13F 1st Source Bank 6 846 13,91 715 12,95
2025-07-09 13F Procyon Private Wealth Partners, LLC 21 536 −2,82 2 250 −3,68
2025-07-31 13F Arrien Investments, Inc. 6 283 −25,36 656 −26,04
2025-07-30 13F Rehmann Capital Advisory Group 17 828 −59,99 1 863 −60,36
2025-04-24 13F TFC Financial Management 0 −100,00 0
2025-08-01 13F Austin Private Wealth, LLC 68 369 −66,78 7 143 −67,08
2025-07-07 13F Capital Asset Advisory Services LLC 180 272 5,60 18 801 4,61
2025-07-17 13F Johnson Bixby & Associates, LLC 39 643 7,68 4 142 6,70
2025-07-15 13F Kwmg, Llc 18 758 −30,90 1 960 −31,55
2025-08-05 13F Centennial Bank/AR/ 5 000 0,00 522 −0,95
2025-08-05 13F Mission Wealth Management, Lp 37 792 −3,71 3 949 −4,59
2025-07-18 13F Parkside Investments, LLC 115 670 −6,87 12 085 −7,71
2025-08-14 13F Partners Capital Investment Group, Llp 29 222 −68,11 3 053 −68,40
2025-08-14 13F Jane Street Group, Llc 537 214 54,61 56 128 53,20
2025-08-13 13F Renaissance Technologies Llc 570 300 115,86 59 585 113,89
2025-08-14 13F Qube Research & Technologies Ltd 9 579 0,90 1 001 −0,10
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-08-12 13F Bank OZK 2 793 1,93 292 1,04
2025-04-21 13F True Link Financial Advisors, LLC 0 −100,00 0
2025-07-11 13F Ullmann Financial Group, Inc. 94 031 161,64 9 824 159,28
2025-08-12 13F Country Trust Bank 43 200 0,00 4 514 −0,92
2025-08-15 13F North Ridge Wealth Advisors, Inc. 20 2
2025-08-07 13F Meeder Advisory Services, Inc. 0 −100,00 0
2025-08-14 13F Spears Abacus Advisors LLC 3 264 341
2025-04-17 13F Vista Wealth Management Group, LLC 4 238 −2,10 447 −3,25
2025-04-08 13F Investors Research Corp 0 −100,00 0
2025-07-24 13F Lokken Investment Group LLC 3 429 −14,38 358 −15,17
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-07-29 13F Harbor Asset Planning, Inc. 409 43
2025-07-30 13F Sonata Capital Group Inc 14 330 2,47 1 0,00
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 760 −3,80 80 −4,76
2025-07-15 13F Fifth Third Bancorp 96 642 0,63 10 097 −0,28
2025-07-23 13F Traphagen Investment Advisors Llc 43 199 13,26 4 513 12,24
2025-08-13 13F Idaho Trust Bank 2 953 0,00 309 −0,96
2025-08-14 13F Oxford Financial Group Ltd 946 873 −1,23 98 929 −2,12
2025-08-06 13F Stone House Investment Management, LLC 61 052 35,22 6 379 33,99
2025-08-08 13F Accredited Investors Inc. 7 471 −2,56 781 −3,47
2025-08-11 13F NewEdge Wealth, LLC 112 219 −5,35 11 680 −6,57
2025-08-06 13F Bonfire Financial 2 936 307
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-07-24 13F PDS Planning, Inc 108 451 15,68 11 331 14,62
2025-08-14 13F Group One Trading, L.p. 86 245 9 011
2025-08-07 13F Parkside Financial Bank & Trust 4 259 −46,46 445 −47,02
2025-07-09 13F Beacon Financial Group 5 297 7,03 553 6,14
2025-07-14 13F Sowell Financial Services LLC 8 845 −10,24 924 −10,98
2025-08-20 13F North Dallas Bank & Trust Co 57 506 6 008
2025-08-14 13F Verition Fund Management LLC 173 000 18 075
2025-08-13 13F Willis Johnson & Associates, Inc. 11 001 173,86 1 149 171,63
2025-07-01 13F Stonehearth Capital Management, LLC 0 −100,00 0
2025-07-30 13F DecisionMap Wealth Management, LLC 8 390 −0,19 877 −1,13
2025-08-14 13F City National Bank Of Florida /msd 14 104 28,43 1 474 27,31
2025-07-18 13F Bridge Generations Wealth Management Llc 45 356 24,40 4 739 23,26
2025-05-13 13F LWM Advisory Services, LLC 0 −100,00 0
2025-07-22 13F Stanich Group LLC 0 −100,00 0 −100,00
2025-08-06 13F Robinson Smith Wealth Advisors Llc 2 066 −85,61 216 −85,79
2025-07-22 13F BridgePort Financial Solutions, LLC 4 566 0,00 477 −0,83
2025-07-16 13F/A CX Institutional 137 825 −49,83 14 −50,00
2025-07-30 13F D.a. Davidson & Co. 12 402 −23,81 1 296 −24,53
2025-08-01 13F Heritage Wealth Management, Inc./Texas 123 778 12 932
2025-08-12 13F Allen Capital Group, LLC 5 148 −30,80 538 −31,51
2025-08-14 13F Avid Wealth Partners LLC 24 608 −40,71 2 571 −41,23
2025-07-14 13F Acropolis Investment Management, LLC 65 075 −8,17 6 799 −8,99
2025-08-11 13F VSM Wealth Advisory, LLC 0 −100,00 0
2025-07-08 13F First International Bank & Trust 20 006 −26,93 2 090 −27,58
2025-08-12 13F Argent Trust Co 4 087 −29,36 427 −30,00
2025-07-24 13F JB Capital LLC 22 404 2 341
2025-08-11 13F United Advisor Group, LLC 13 712 239,24 1 433 236,15
2025-08-04 13F Balentine LLC 829 150 −3,74 86 630 −4,61
2025-08-11 13F Copperleaf Capital, LLC 5 086 −3,98 531 −4,84
2025-08-14 13F Full Sail Capital, LLC 364 637 16,32 38 097 15,26
2025-08-07 13F Donaldson Capital Management, Llc 7 136 0,00 746 −0,93
2025-07-16 13F BankPlus Wealth Management LLC 5 443 1,85 569 0,89
2025-07-28 13F Private Wealth Asset Management, LLC 12 038 18,71 1 258 17,59
2025-08-05 13F Elm Partners Management LLC 62 781 −3,02 6 559 −3,90
2025-08-13 13F Northern Trust Corp 32 853 −31,05 3 432 −31,67
2025-08-08 13F Kingsview Wealth Management, LLC 41 626 −46,84 4 349 −47,32
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 22 409 2,35 2 341 1,43
2025-07-25 13F Ackerman Capital Advisors, LLC 243 903 182,29 25 483 179,71
2025-08-05 13F BCGM Wealth Management, LLC 38 629 −8,93 4 036 −9,77
2025-08-13 13F Jump Financial, LLC 200 000 20 896
2025-04-17 13F Montecito Bank & Trust 40 550 16,83 4 276 15,60
2025-08-05 13F Dravo Bay Llc 43 379 −23,67 4 521 −24,55
2025-07-14 13F GAMMA Investing LLC 111 475 −12,57 11 647 −13,37
2025-08-12 13F Proequities, Inc. 0 0
2025-08-08 13F Francis Financial, Inc. 21 301 30,61 2 226 29,44
2025-08-14 13F Glen Eagle Advisors, LLC 185 0,00 19 0,00
2025-05-14 13F Venture Visionary Partners LLC 0 −100,00 0
2025-08-05 13F Continuum Wealth Advisors, Llc 9 048 945
2025-08-06 13F Hallmark Capital Management Inc 95 −20,17 10 −25,00
2025-07-30 13F First Citizens Bank & Trust Co 2 792 238 2,50 291 733 1,57
2025-08-07 13F Everhart Financial Group, Inc. 10 905 −24,95 1 139 −25,65
2025-08-06 13F Rialto Wealth Management, LLC 5 883 2,87 615 1,82
2025-07-30 13F White Lighthouse Investment Management Inc. 25 093 0,00 2 622 −0,91
2025-08-06 13F Cornerstone Investment Partners, LLC 17 085 −9,21 1 785 −10,03
2025-07-02 13F Crumly & Associates Inc. 10 560 −40,29 1 103 −40,83
2025-07-23 13F True Vision MN LLC 49 050 8,04 5 125 7,06
2025-08-14 13F Polar Asset Management Partners Inc. 250 000 26 120
2025-07-30 13F Forum Financial Management, LP 31 002 −70,73 3 239 −70,99
2025-07-09 13F Act Wealth Management, Llc 2 155 −54,64 225 −55,00
2025-08-04 13F UNIVEST FINANCIAL Corp 134 427 3,48 14 045 2,54
2025-07-28 13F Davidson Trust Co 5 000 0,00 522 −0,95
2025-07-18 13F Rogco, Lp 9 727 11,86 1 016 10,92
2025-07-24 13F Forefront Analytics, LLC 17 746 1 854
2025-08-05 13F Westside Investment Management, Inc. 34 034 8,03 3 556 7,05
2025-07-15 13F Charter Capital Management, LLC\DE 2 937 307
2025-08-13 13F Holos Integrated Wealth LLC 144 0,00 15 −6,67
2025-08-14 13F Visionary Wealth Advisors 20 252 −1,61 2 116 −2,53
2025-07-28 13F Patten & Patten Inc/tn 2 595 −10,21 271 −10,86
2025-08-13 13F Meridian Wealth Partners, LLC 208 214 4,38 21 754 3,43
2025-07-31 13F Buckingham Strategic Partners 48 694 −35,79 5 088 −36,37
2025-08-13 13F Transce3nd, LLC 2 941 9,05 307 8,10
2025-08-05 13F Crestwood Advisors Group LLC 463 776 −33,31 48 455 −33,92
2025-08-15 13F Kestra Advisory Services, LLC 220 717 8,30 23 061 7,32
2025-07-14 13F UMA Financial Services, Inc. 9 580 32,45 1 001 31,23
2025-07-29 13F Stratos Wealth Partners, LTD. 236 356 −4,42 24 694 −5,29
2025-08-01 13F Zhang Financial LLC 32 117 −45,60 3 356 −46,10
2025-08-13 13F Gateway Wealth Partners, LLC 4 457 −2,69 466 −3,53
2025-08-07 13F Nwam Llc 15 806 29,66 1 638 27,39
2025-07-03 13F Trinity Financial Advisors LLC 0 −100,00 0 −100,00
2025-08-14 13F Becker Capital Management Inc 4 589 −86,97 479 −87,10
2025-08-14 13F Mml Investors Services, Llc 1 957 609 7,56 205 6,81
2025-08-06 13F Columbia River Financial Group, LLC 6 159 −5,55 1
2025-07-15 13F Kagan Cocozza Asset Management 6 862 1,61 717 0,56
2025-07-30 13F Cullen/frost Bankers, Inc. 176 −74,23 18 −75,00
2025-08-05 13F Simplex Trading, Llc 56 446 −27,58 6 −37,50
2025-08-14 13F Ieq Capital, Llc 29 859 50,32 3 120 48,95
2025-07-22 13F McNaughton Wealth Management, LLC 28 070 35,04 2 933 33,82
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 1 683 0,00 176 −1,13
2025-08-07 13F Fidelis Capital Partners, LLC 3 079 −53,57 320 −53,56
2025-08-13 13F Trustmark National Bank Trust Department 2 907 0,00 304 −0,98
2025-08-04 13F Hantz Financial Services, Inc. 229 −9,49 0
2025-07-29 13F Aspiriant, Llc 340 459 97,44 35 571 95,65
2025-07-11 13F Rockwood Wealth Management, LLC 306 696 8 381,64 32 044 8 310,24
2025-07-24 13F Eastern Bank 3 713 0,00 388 −1,02
2025-04-08 13F Presidio Capital Management, LLC 0 −100,00 0
2025-08-06 13F S&t Bank/pa 401 0,00 42 −2,38
2025-07-09 13F Sandbox Financial Partners, LLC 4 998 3,29 522 2,35
2025-08-04 13F Creative Financial Designs Inc /adv 37 917 −11,25 3 962 −12,06
2025-07-02 13F Dentgroup LLC 0 −100,00 0
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 48 371 −9,80 5 054 −10,63
2025-07-17 13F Beacon Capital Management, LLC 51 27,50 5 25,00
2025-08-14 13F Keebeck Wealth Management, LLC 68 218 11,41 7 127 10,39
2025-07-11 13F Cypress Financial Planning Llc 8 010 10,33 837 9,28
2025-08-11 13F Invenio Wealth Partners Llc 0 −100,00 0
2025-07-23 13F L.K. Benson & Company, P.C. 8 200 0,00 857 −0,93
2025-07-10 13F Kmg Fiduciary Partners, Llc 11 693 0,49 1 222 −0,41
2025-07-22 13F Verus Wealth Management, Llc 118 578 9,75 12 389 8,75
2025-08-12 13F Weitzel Financial Services, Inc. 94 419 3,38 9 834 2,15
2025-08-11 13F Independent Advisor Alliance 23 403 −32,96 2 445 −33,56
2025-07-23 13F Element Wealth, LLC 2 692 6,40 281 5,64
2025-08-14 13F Sig Brokerage, Lp Put 0 −100,00 0
2025-07-16 13F Highline Wealth Partners Llc 0 −100,00 0
2025-08-01 13F Motley Fool Wealth Management, LLC 14 980 1,67 1 565 0,77
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-08-07 13F Americana Partners, LLC 26 424 0,05 2 761 −0,86
2025-08-01 13F Bessemer Group Inc 544 110 2,88 57 1,82
2025-07-31 13F TSA Wealth Managment LLC 5 635 −28,37 589 −29,07
2025-07-23 13F Stephen J. Garry & Associates, Llc 18 120 −0,79 1 893 −1,66
2025-07-18 13F Philip James Wealth Mangement, LLC 4 690 −16,93 490 −17,82
2025-08-14 13F First Foundation Advisors 23 242 41,76 2 428 40,51
2025-04-24 13F Mascoma Wealth Management LLC 0 −100,00 0
2025-05-09 13F Delta Financial Group, Inc. 9 219 −9,45 1 −100,00
2025-08-12 13F Accredited Wealth Management, LLC 591 −37,06 62 −38,38
2025-08-06 13F Wsfs Capital Management, Llc 30 029 30,07 3 137 28,88
2025-05-15 13F/A Orion Portfolio Solutions, LLC 566 331 −22,02 59 714 −22,83
2025-08-14 13F Fmr Llc 18 234 426 41,05 1 905 133 39,76
2025-07-02 13F Helen Stephens Group, LLC 20 889 −2,98 2 183 −3,88
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-13 13F My Purposeful Wealth Corp. 7 069 735
2025-07-25 13F Lion Street Advisors, LLC 7 872 7,34 822 6,34
2025-08-12 13F Integrated Advisors Network LLC 135 969 4,45 14 206 3,50
2025-07-18 13F Heritage Financial Services, LLC 4 567 −0,70 477 −1,45
2025-05-29 NP Northern Lights Fund Trust - Ocean Park Diversified Income ETF 3 875 −16,76 409 −17,58
2025-08-20 13F Forefront Wealth Partners, LLC 18 711 20,33 1 994 21,60
2025-07-28 13F Duncker Streett & Co Inc 7 595 −13,64 794 −14,46
2025-08-12 13F Clearwater Capital Advisors, LLC 157 077 −6,62 16 411 −7,47
2025-08-14 13F Sequent Planning LLC 3 277 38,56 342 37,35
2025-08-14 13F IHT Wealth Management, LLC 26 501 −0,30 2 769 −1,21
2025-07-31 13F Brighton Jones Llc 3 627 49,94 379 48,24
2025-07-09 13F Alesco Advisors Llc 160 061 −6,74 16 723 −7,59
2025-08-12 13F SRS Capital Advisors, Inc. 143 982 −19,77 16 981 −10,27
2025-08-13 13F Tobias Financial Advisors, Inc. 33 768 −2,44 3 528 −3,32
2025-08-11 13F HighTower Advisors, LLC 1 729 999 8,70 180 750 7,71
2025-08-14 13F Financial Engines Advisors L.L.C. 579 963 0,97 60 595 0,05
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0
2025-08-13 13F Allegheny Financial Group LTD 2 572 269
2025-08-05 13F Connable Office Inc 16 005 208,68 1 672 206,23
2025-08-19 13F Wealth Group, Ltd. 0 −100,00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 4 589 −24,12 479 −24,80
2025-08-14 13F Hirtle Callaghan & Co LLC 6 708 2,95
2025-08-12 13F Laurel Wealth Advisors LLC 1 093 247 11 118,54 10 −99,03
2025-08-12 13F Forum Private Client Group LLC 4 660 11,86 487 10,71
2025-07-11 13F Annex Advisory Services, LLC 10 508 60,26 1 098 58,76
2025-07-16 13F Arkansas Financial Group, Inc. 71 351 −1,43 7 430 −0,31
2025-08-12 13F TCTC Holdings, LLC 75 0,00 8 0,00
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 5 526 0,02 577 −0,86
2025-07-09 13F Exchange Bank 51 375 −17,45 5 368 −18,21
2025-07-23 13F Rye Brook Capital LLC 4 400 0
2025-05-15 13F Engineers Gate Manager LP 0 −100,00 0
2025-07-22 13F Berger Financial Group, Inc 3 788 0,08 396 −1,00
2025-08-05 13F Cherry Tree Wealth Management, LLC 6 308 −31,89 659 −32,48
2025-07-14 13F Northland Capital Management LLC 3 440 −2,82 359 −3,75
2025-08-14 13F Laird Norton Trust Company, Llc 95 558 4,15 9 984 3,19
2025-07-09 13F Summit Financial Consulting LLC 1 967 −0,10 206 −0,97
2025-07-28 13F Elmwood Wealth Management, Inc. 12 270 0,00 1 282 −0,93
2025-07-31 13F Forte Asset Management Llc 16 928 −15,05 1 769 −15,81
2025-07-25 13F Keener Financial Planning LLC 217 648,28 0
2025-08-19 13F Asset Dedication, LLC 112 11 100,00 12
2025-07-23 13F Lansing Street Advisors 15 477 −40,19 1 617 −40,73
2025-07-22 13F Accel Wealth Management 3 459 −19,03 361 −19,78
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 57 294 29,48 5 986 28,32
2025-08-12 13F Global Retirement Partners, LLC 45 246 23,13 4 727 20,74
2025-08-08 13F Apex Wealth Management, LLC 2 097 −15,82 219 −16,41
2025-07-10 13F Ahl Investment Management, Inc. 25 036 2 616
2025-07-18 13F Naples Global Advisors, Llc 51 637 2,89 5 395 1,97
2025-07-17 13F MBA Advisors LLC 2 390 0,00 250 −1,19
2025-07-10 13F Professional Financial Advisors, LLC 19 333 4,77 2 020 3,80
2025-08-07 13F Topel & Distasi Wealth Management, LLC 0 −100,00 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 64 515 −0,51 6 741 −1,42
2025-08-13 13F Nicolet Bankshares Inc 6 028 2,87 630 1,94
2025-08-15 13F Brown Financial Advisors 3 601 376
2025-07-09 13F Catalyst Private Wealth, Llc 6 958 727
2025-08-01 13F Envestnet Asset Management Inc 20 357 173 4,58 2 126 917 3,62
2025-07-08 13F Next Level Private LLC 2 980 −5,64 311 −6,33
2025-08-13 13F Allie Family Office LLC 0 −100,00 0 −100,00
2025-08-27 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity Short −965 18,12 −101 16,28
2025-08-08 13F ProVise Management Group, LLC 12 925 −3,18 1 350 −4,05
2025-08-12 13F PKS Advisory Services, LLC 2 892 0,80 302 0,00
2025-08-07 13F/A Joseph Group Capital Management 31 013 −6,53 3 240 −7,38
2025-08-13 13F West Wealth Group, LLC 3 211 334
2025-07-16 13F Signature Resources Capital Management, LLC 0 −100,00 0
2025-08-12 13F BlueStem Wealth Partners, LLC 5 791 26,00 605 25,00
2025-08-14 13F Fairview Capital Investment Management, Llc 55 675 373,83 5 817 369,79
2025-08-04 13F Partners in Financial Planning 44 517 −1,52 4 651 −2,41
2025-07-15 13F MCF Advisors LLC 23 701 75,01 2 476 73,51
2025-08-13 13F Millington Financial Advisors, LLC 2 912 20,58 302 21,86
2025-07-23 13F Ami Investment Management Inc 3 947 −39,19 412 −39,77
2025-07-15 13F Sheets Smith Wealth Management 8 537 −5,53 892 −6,41
2025-04-22 13F ERTS Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-23 13F Charter Trust Co 4 469 467
2025-07-15 13F Garrett Investment Advisors LLC 76 339 −12,09 7 976 −12,90
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 4 190 −37,02 438 −37,66
2025-08-14 13F Brasada Capital Management, Lp 6 849 −3,81 714 −1,92
2025-08-12 13F Financial Advocates Investment Management 48 064 −3,27 5 022 −4,14
2025-08-18 13F/A National Bank Of Canada /fi/ 268 −12,70 28 −15,62
2025-07-17 13F Capital Insight Partners, Llc 258 852 −3,32 27 045 −4,20
2025-07-24 13F Bernard Wealth Management Corp. 2 118 −8,71 221 −9,43
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-08-07 13F Apeiron RIA LLC 112 517 −0,96 11 756 −1,86
2025-07-24 13F Lee Financial Co 5 207 −9,16 544 −9,93
2025-08-07 13F Resources Investment Advisors, LLC. 647 233 −3,54 67 623 −4,42
2025-08-12 13F Eley Financial Management, Inc 7 221 0,00 754 −0,92
2025-07-22 13F Wealthcare Advisory Partners LLC 418 829 −24,40 43 759 −25,08
2025-08-04 13F Assetmark, Inc 2 782 299 0,94 290 695 0,02
2025-08-11 13F Private Advisor Group, LLC 248 854 11,60 26 000 10,58
2025-08-13 13F Rsm Us Wealth Management Llc 271 345 16,85 28 350 15,79
2025-08-14 13F Mercer Global Advisors Inc /adv 6 250 171 −8,10 653 018 −8,94
2025-07-21 13F Triad Wealth Partners, LLC 14 842 61,15 1 551 59,63
2025-07-31 13F Graybill Bartz & Assoc Ltd 6 357 0,00 664 −0,90
2025-08-11 13F United Capital Financial Advisers, Llc 558 968 −9,90 58 401 −10,72
2025-07-30 13F Princeton Global Asset Management LLC 1 159 882,20 121 908,33
2025-08-14 13F Note Advisors, LLC 10 737 −10,06 1 122 −10,89
2025-07-31 13F Harbour Investment Management Llc 4 950 0,00 517 −0,77
2025-05-12 13F Todd Asset Management Llc 0 −100,00 0
2025-07-21 13F Ascent Group, LLC 401 160 −0,48 41 913 −1,38
2025-07-25 13F LRI Investments, LLC 26 0,00 3 0,00
2025-08-14 13F Obsidian Personal Planning Solutions LLC 2 310 0,00 241 0,00
2025-08-14 13F Aprio Wealth Management, LLC 2 745 −25,77 287 −26,48
2025-08-14 13F Modern Wealth Management, LLC 16 812 38,03 1 757 36,76
2025-07-16 13F West Branch Capital LLC 0 −100,00 0
2025-07-25 13F Cwm, Llc 516 651 1,68 54 0,00
2025-07-30 13F Mason & Associates, LLC 0 −100,00 0
2025-07-17 13F SWS Partners 20 796 0,35 2 173 −0,59
2025-06-03 13F Invst, LLC 4 890 −55,81 516 −56,32
2025-08-14 13F Wit, Llc 62 022 −79,33 6 480 −89,22
2025-08-05 13F Ellevest, Inc. 114 387 −86,33 11 951 −86,46
2025-07-28 13F Aries Wealth Management 4 980 0,00 520 −0,95
2025-05-07 13F Spectrum Wealth Counsel, LLC 12 863 −3,02 1 356 −4,03
2025-07-15 13F Td Private Client Wealth Llc 83 382 81,55 8 712 79,90
2025-07-23 13F Elevate Wealth Advisory, Inc 5 817 0,43 608 −0,49
2025-08-14 13F Tennessee Valley Asset Management Partners 0 −100,00 0
2025-08-05 13F NewSquare Capital LLC 51 799 2,42 5 412 1,48
2025-07-15 13F Main Street Group, LTD 0 −100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 309 498 13,31 32 14,29
2025-07-22 13F Miracle Mile Advisors, LLC 352 070 1 115,54 36 784 1 104,85
2025-08-14 13F Helium Advisors LLC 3 567 −15,71 373 −16,59
2025-08-27 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P Short −576 −8,28 −60 −9,09
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 4 877 240 12,86 509 574 11,83
2025-07-25 13F GFS Advisors, LLC 46 700 244,52 4 879 241,43
2025-07-23 13F Country Club Bank /gfn 6 860 −7,98 716 −8,80
2025-07-30 13F Eqis Capital Management, Inc. 7 434 −2,79 777 −3,72
2025-08-12 13F FourThought Financial Partners, LLC 34 381 0,01 3 592 −0,88
2025-08-13 13F Congress Wealth Management LLC / DE / 43 606 −2,02 4 556 −2,92
2025-08-13 13F Parkworth Wealth Management, Inc. 1 0,00 0
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 40 0,00 42 925,00
2025-07-15 13F Traction Financial Partners, LLC 0 −100,00 0
2025-08-11 13F One Capital Management, LLC 1 165 061 −8,59 121 726 −9,42
2025-07-22 13F Journey Beyond Wealth, LLC 12 680 0,00 1 325 −0,90
2025-08-08 13F Austin Wealth Management, LLC 41 554 4 316
2025-08-15 13F High Falls Advisors, Inc 58 938 −23,48 6 158 −24,18
2025-08-01 13F Ashton Thomas Private Wealth, LLC 61 082 −10,39 6 382 −11,21
2025-04-09 13F Baker Tilly Financial, Llc 0 −100,00 0
2025-07-24 13F Morton Brown Family Wealth, LLC 177 090 −16,34 18 502 −17,10
2025-07-30 13F Paul Damon & Associates, Inc. 9 654 3,46 1 009 2,54
2025-08-05 13F Tiaa Trust, National Association 5 265 134 3,76 550 099 2,82
2025-07-29 13F Wingate Wealth Advisors, Inc. 8 572 −1,91 896 −2,82
2025-08-14 13F Mariner, LLC 1 897 180 −4,55 198 198 −5,41
2025-08-14 13F Advisor OS, LLC 8 891 −1,40 929 −2,32
2025-08-13 13F Horiko Capital Management Llc 86 550 0,00 9 043 −0,91
2025-07-09 13F Pallas Capital Advisors LLC 5 351 −28,34 559 −28,97
2025-08-14 13F Waterford Advisors, LLC 1 044 −97,20 3 595 −8,41
2025-08-06 13F Vantage Financial Partners, LLC 5 137 −4,68 537 −5,63
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 13 400 1 400
2025-08-04 13F Noesis Capital Mangement Corp 4 113 8,58 430 7,52
2025-08-13 13F Level Four Advisory Services, Llc 27 405 −21,35 2 863 −22,05
2025-05-08 13F Aldebaran Financial Inc. 0 −100,00 0
2025-07-25 13F Brightwater Advisory LLC 1 023 108
2025-07-18 13F Newman Dignan & Sheerar, Inc. 0 −100,00 0
2025-07-10 13F Exchange Traded Concepts, Llc 1 457 −62,40 152 −62,75
2025-04-21 13F Colony Family Offices, LLC 0 −100,00 0 −100,00
2025-08-07 13F Shared Vision Wealth Group LLC 12 249 49,60 1 272 47,39
2025-07-30 13F Bleakley Financial Group, LLC 30 350 −22,29 3 171 −23,00
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-07-10 13F Orgel Wealth Management, LLC 2 545 255 −24,94 265 928 −25,62
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-12 13F Zacks Investment Management 3 235 −11,71 338 −12,69
2025-07-15 13F Hofer & Associates. Inc 0 −100,00 0
2025-08-14 13F LifePlan Investment Advisors, Inc. 17 688 6,27 1 848 5,36
2025-07-07 13F Kings Path Partners LLC 17 742 3,65 1 854 2,72
2025-05-07 13F Cosner Financial Group, LLC 0 −100,00 0
2025-07-14 13F Narus Financial Partners, LLC 23 317 13,61 2 436 12,62
2025-07-28 13F Founders Grove Wealth Partners, Llc 13 621 −33,36 1 423 −33,97
2025-07-23 13F Woodside Wealth Management LLC 1 148 120
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-07-29 13F Spectrum Investment Advisors, Inc. 8 304 0,54 868 −0,34
2025-07-18 13F Arcadia Wealth Management, LLC 26 243 −3,87 2 742 −4,76
2025-07-01 13F Harbor Investment Advisory, Llc 482 0,00 50 0,00
2025-07-22 13F Windward Private Wealth Management Inc. 26 746 72,27 2 794 70,68
2025-07-29 13F Financial Futures Ltd Liability Co. 2 206 231
2025-08-13 13F Orleans Capital Management Corp/la 2 200 2,33 230 1,33
2025-07-09 13F Emprise Bank 0 −100,00 0
2025-07-17 13F/A Capital Investment Advisors, LLC 16 447 −0,02 1 718 −0,92
2025-08-14 13F Toroso Investments, LLC 0 −100,00 0
2025-08-07 13F Zions Bancorporation, National Association /ut/ 30 527 326,89 3 189 322,94
2025-08-12 13F Seeds Investor Llc 261 013 8,62 27 271 7,63
2025-07-08 13F Braun-Bostich & Associates Inc. 3 729 69,73 390 68,40
2025-07-09 13F Keystone Wealth Services, LLC 16 995 −6,21 1 776 −7,07
2025-07-10 13F Redhawk Wealth Advisors, Inc. 10 088 7,32 1 054 6,26
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-07-15 13F FLP Wealth Management, LLC 15 004 6,47 1 582 5,40
2025-08-11 13F Rothschild Investment Llc 43 13,16 4 0,00
2025-08-14 13F Mpwm Advisory Solutions, Llc 0 −100,00 0
2025-07-17 13F Northwest Wealth Management, Llc 2 700 0,33 282 −0,35
2025-08-12 13F Atlas Capital Advisors Llc 1 344 18,41 140 17,65
2025-07-30 13F MEMBERS Trust Co 7 900 0,00 825 −0,84
2025-07-17 13F Chatham Capital Group, Inc. 7 910 0,00 826 −0,96
2025-07-25 13F NorthRock Partners, LLC 575 −71,59 60 −71,83
2025-07-28 13F Cypress Wealth Services, LLC 23 703 58,82 2 476 57,41
2025-08-13 13F Bernardo Wealth Planning LLC 16 005 −6,32 2 0,00
2025-08-15 13F/A Florida Financial Advisors, Llc 6 618 38,89 691 37,65
2025-07-17 13F San Luis Wealth Advisors LLC 58 505 6
2025-04-29 13F Financial Network Wealth Management LLC 11 171 −1,64 1 0,00
2025-07-21 13F Andina Capital Management, LLC 12 331 −13,02 1 288 −13,79
2025-07-23 13F Kingswood Wealth Advisors, Llc 12 092 36,51 1 263 35,37
2025-07-29 13F APCM Wealth Management for Individuals 149 586 −8,08 15 629 −8,92
2025-08-04 13F Kovack Advisors, Inc. 0 −100,00 0
2025-08-12 13F Franklin Resources Inc 568 806 −1,69 59 429 −2,59
2025-08-14 13F Financial Advisory Service, Inc. 17 317 −5,01 1 809 −5,88
2025-07-17 13F Albion Financial Group /ut 113 680 20,07 11 877 18,98
2025-07-15 13F Peddock Capital Advisors, Llc 2 404 13,66 251 12,56
2025-07-17 13F Oceanside Advisors LLC 2 050 1,43 214 0,47
2025-08-11 13F Brown Wealth Management, Llc 122 113 −11,05 12 758 −11,86
2025-07-15 13F Maseco Llp 54 6
2025-07-15 13F Verum Partners LLC 0 −100,00 0
2025-08-12 13F Fairscale Capital, LLC 1 782 185
2025-08-08 13F Smithfield Trust Co 53 184 −14,01 6 −16,67
2025-08-13 13F Advocacy Wealth Management Services, LLC 7 397 0,00 773 −0,90
2025-08-12 13F Umpqua Bank 19 044 4,82 1 983 3,55
2025-08-14 13F CoreFirst Bank & Trust 150 16
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 109 919 −41,48 11 484 −40,76
2025-08-07 13F Cumberland Advisors Inc 2 890 −11,49 302 −12,50
2025-08-14 13F Glenview Trust Co 8 145 −13,32 851 −14,14
2025-05-15 13F Centaurus Financial, Inc. 0 −100,00 0
2025-07-29 13F Foster & Motley Inc 53 939 −17,26 6 −16,67
2025-07-22 13F Kickstand Ventures, Llc. 2 538 −8,31 265 −8,93
2025-07-14 13F Foster Group, Inc. 398 900 −30,41 41 677 −31,04
2025-07-10 13F Sharkey, Howes & Javer 21 926 10,64 2 291 9,62
2025-05-05 13F Morningstar Investment Services LLC 9 385 −46,34 1 −100,00
2025-08-06 13F Spurstone Advisory Services, LLC 46 0,00 5 0,00
2025-08-12 13F NFP Retirement, Inc. 7 096 88,47 741 86,65
2025-08-13 13F Cerity Partners LLC 923 726 23,54 96 438 22,32
2025-07-18 13F Northeast Financial Group, Inc. 116 535 1,07 12 176 0,15
2025-09-09 13F NWF Advisory Services Inc. 2 224 13,88 232 13,17
2025-07-29 13F FLC Capital Advisors 2 813 34,92 294 33,79
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 6 860 4,61 717 3,62
2025-07-11 13F Physician Wealth Solutions Inc. 25 080 −32,90 2 620 −33,50
2025-07-21 13F Pflug Koory, LLC 501 −2,91 52 −3,70
2025-08-11 13F Strategic Wealth Partners, Ltd. 3 080 −0,52 322 −2,43
2025-05-15 13F Gallagher Fiduciary Advisors, LLC 0 −100,00 0
2025-07-14 13F Friday Financial 3 301 −0,57 345 −1,43
2025-07-08 13F Juncture Wealth Strategies, Llc 16 026 −16,60 1 674 −17,37
2025-07-28 13F Sagespring Wealth Partners, Llc 207 081 12,28 21 636 11,26
2025-07-25 13F Libra Wealth Llc 2 574 269
2025-07-31 13F Fedenia Advisers LLC 63 513 −7,23 6 636 −8,08
2025-08-11 13F Principal Securities, Inc. 74 837 18,06 7 819 15,77
2025-08-13 13F Mount Yale Investment Advisors, LLC 7 789 13,20 814 12,14
2025-08-05 13F Financial Sense Advisors, Inc. 6 746 −2,95 705 −3,83
2025-05-15 13F DiMeo Schneider & Associates, L.L.C. 0 −100,00 0
2025-08-06 13F/A Flagship Private Wealth, LLC 9 923 −16,43 1 037 −17,25
2025-07-16 13F Magnus Financial Group LLC 6 699 −29,76 700 −30,45
2025-07-24 13F JNBA Financial Advisors 7 889 −31,39 824 −32,01
2025-07-24 13F McKinley Carter Wealth Services, Inc. 11 268 −53,99 1 177 −54,42
2025-07-10 13F American Financial Advisors, LLC 4 714 −1,67 493 −2,57
2025-07-23 13F Eagle Rock Investment Company, Llc 33 100 −0,53 3 458 −1,43
2025-08-08 13F VeraBank, N.A. 3 621 378
2025-08-13 13F Wrenne Financial Planning LLC 50 588 −25,40 5 285 −26,08
2025-08-14 13F Sig Brokerage, Lp 0 −100,00 0
2025-08-14 13F Wealth Preservation Advisors, LLC 70 0,00 7 0,00
2025-04-16 13F Sowa Financial Group, Inc. 0 −100,00 0
2025-05-14 13F Monterey Private Wealth, Inc. 4 865 0,12 513 −0,97
2025-08-07 13F Aegis Wealth Management LLC 11 575 0,00 1 220 0,00
2025-07-28 13F Cornerstone Wealth Group, LLC 2 777 −84,15 290 −84,30
2025-07-29 13F Liquid Strategies, LLC 254 832 −12,71 26 625 −13,51
2025-08-11 13F Brown Brothers Harriman & Co 15 461 −19,62 1 615 −20,36
2025-07-22 13F Net Worth Advisory Group 5 448 64,64 569 63,51
2025-07-25 13F Ellis Investment Partners, LLC 4 880 0,81 510 −0,20
2025-08-07 13F 49 Wealth Management, Llc 6 859 101,74 717 100,00
2025-08-14 13F NCM Capital Management, LLC 4 059 0,02 424 −0,70
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 3 447 −8,01 360 −8,63
2025-08-04 13F Amplius Wealth Advisors, LLC 3 133 327
2025-07-30 13F Patten Group, Inc. 24 628 3,25 2 573 2,35
2025-07-16 13F Congress Asset Management Co /ma 3 364 351
2025-08-06 13F Atlas Legacy Advisors, LLC 4 316 16,15 451 15,09
2025-07-17 13F Heritage Investment Group, Inc. 9 218 963
2025-08-04 13F Ledyard National Bank 225 984 −9,75 23 611 −10,57
2025-07-22 13F Yardley Wealth Management LLC 11 157 −4,46 1 0,00
2025-07-15 13F LeConte Wealth Management, LLC 7 408 153,26 774 150,97
2025-08-13 13F Berkshire Asset Management Llc/pa 7 872 0,00 822 0,24
2025-04-21 13F PSI Advisors, LLC 0 −100,00 0
2025-08-12 13F Nuveen, LLC 173 302 1 512,26 18 107 1 498,06
2025-08-15 13F Equitable Holdings, Inc. 406 057 11,66 42 425 10,64
2025-08-04 13F Center for Financial Planning, Inc. 3 521 −28,45 368 −29,15
2025-08-04 13F Premier Path Wealth Partners, LLC 38 183 −19,62 3 989 −20,35
2025-08-08 13F Wealth Alliance 27 575 34,98 2 881 33,75
2025-07-28 13F Harbour Trust & Investment Management Co 2 176 7,40 227 6,57
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-07-25 13F Concord Wealth Partners 1 977 −11,66 207 −12,34
2025-08-11 13F Compass Capital Corp /ma/ /adv 23 441 −6,67 2 470 −6,51
2025-08-14 13F Monetary Management Group Inc 5 000 0,00 522 −0,95
2025-07-10 13F Focus Financial Network, Inc. 62 422 −24,51 6 522 −25,20
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-07-22 13F Aspire Private Capital, LLC 25 352 0,46 2 649 −0,49
2025-08-12 13F Coldstream Capital Management Inc 562 126 −4,22 58 731 −5,09
2025-07-11 13F Myecfo, Llc 13 203 −10,69 1 374 −11,81
2025-08-14 13F Lazard Asset Management Llc 6 −33,33
2025-07-14 13F MY Wealth Management Inc. 20 670 2 160
2025-07-30 13F Avidian Wealth Solutions, LLC 39 567 −6,47 4 134 −7,33
2025-08-13 13F Legacy Capital Wealth Partners, LLC 22 147 826,27 2 314 817,86
2025-07-25 13F We Are One Seven, LLC 3 982 −32,45 416 −33,01
2025-07-17 13F Wagner Wealth Management, Llc 762 80
2025-07-30 13F Whittier Trust Co 7 080 0,00 740 −0,94
2025-05-12 13F Empirical Asset Management, LLC 0 −100,00 0
2025-07-10 13F Aua Capital Management, Llc 57 207 0,00 5 977 −0,91
2025-07-28 13F Baker Boyer National Bank 2 560 0,00 267 −0,74
2025-07-03 13F Fiduciary Financial Group, Llc 84 638 22,45 8 827 24,03
2025-08-13 13F Green Harvest Asset Management LLC 3 450 −38,97 361 −39,50
2025-07-11 13F LongView Wealth Management 10 022 −14,72 1 047 −15,50
2025-07-21 13F Hilltop National Bank 4 028 −1,71 421 −3,67
2025-07-17 13F Fifth Third Securities, Inc. 19 412 4,56 2 028 3,63
2025-07-08 13F Chemistry Wealth Management LLC 3 490 0,00 365 −0,82
2025-07-31 13F Nilsine Partners, LLC 8 967 −0,44 937 −1,37
2025-07-14 13F Kfg Wealth Management, Llc 2 324 −17,73 243 −18,52
2025-08-13 13F Centiva Capital, LP 0 −100,00 0 −100,00
2025-07-10 13F ARS Wealth Advisors Group, LLC 4 960 0,00 518 −0,77
2025-08-14 13F Stage Harbor Financial, Llc 153 801 −10,75 16 069 −11,56
2025-08-04 13F Investment Management Associates Inc /adv 33 191 0,00 3 468 −0,91
2025-07-28 13F Morris Financial Concepts, Inc. 436 −64,50 46 −65,12
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 169 515 0,27 17 711 −0,65
2025-08-04 13F Integrity Alliance, Llc. 3 183 −12,41 333 −13,32
2025-07-28 13F DORVAL Corp 15 498 16,06 1 619 12,67
2025-08-05 13F Marshall Financial Group Inc /adv 12 910 −0,20 1 349 −1,10
2025-07-18 13F Vicus Capital 176 343 −14,76 18 424 −15,53
2025-08-11 13F Dorsey & Whitney Trust CO LLC 29 168 80,98 3 047 79,34
2025-08-14 13F Headlands Technologies LLC 1 740 182
2025-07-29 13F Orin Green Financial, LLC 97 361 −14,56 10 172 −13,30
2025-07-15 13F Patriot Investment Management Inc. 65 723 9,86 6 867 8,86
2025-08-05 13F Bank of New York Mellon Corp 7 263 295 −13,38 758 869 −14,16
2025-08-15 13F Keel Point, LLC 7 926 −5,80 828 −6,65
2025-07-25 13F Presilium Private Wealth, Llc 49 501 3,05 5 172 2,11
2025-07-07 13F HMS Capital Management, LLC 9 867 5,48 1 031 6,08
2025-08-11 13F Elite Financial, Inc. 0 −100,00 0
2025-08-14 13F Clifford Group, LLC 43 108 1,22 4 504 0,29
2025-08-14 13F Fort Point Capital Partners LLC 199 299 −27,52 20 823 −28,18
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 86 408 60,90 9 028 59,43
2025-07-14 13F Farmers Trust Co 4 532 0,00 474 −0,84
2025-08-04 13F Linscomb & Williams, Inc. 0 −100,00 0
2025-08-06 13F Round Rock Advisors, LLC 2 665 0,00 278 −0,71
2025-08-01 13F Clark Asset Management, LLC 2 038 −43,45 213 −44,21
2025-08-12 13F American Century Companies Inc 88 600 9 257
2025-08-13 13F Ally Invest Advisors Inc. 204 718 2,46 21 389 1,53
2025-07-16 13F Instrumental Wealth, Llc 5 122 0,23 531 −0,19
2025-07-22 13F Valley National Advisers Inc 486 −57,41 0
2025-08-01 13F GoalVest Advisory LLC 1 546 162
2025-07-23 13F Lakeshore Capital Group, Inc. 4 718 2,57 493 1,44
2025-07-25 13F Hassell Wealth Management, LLC 45 626 0,03 4 724 0,36
2025-08-08 13F Creative Planning 12 339 988 −5,95 1 289 282 −6,81
2025-07-28 13F Axxcess Wealth Management, Llc 212 628 7,60 22 215 6,62
2025-07-18 13F SigFig Wealth Management, LLC 24 318 −8,57 2 537 −10,07
2025-08-27 NP ACEFX - Absolute Strategies Fund Institutional Shares Short −5 500 −575
2025-08-14 13F Garden State Investment Advisory Services LLC 12 469 −39,59 1 305 −40,11
2025-08-13 13F Per Stirling Capital Management, LLC. 20 989 0,00 2 193 −0,95
2025-08-05 13F GPS Wealth Strategies Group, LLC 502 0,00 52 0,00
2025-05-01 13F Quest 10 Wealth Builders, Inc. 1 026 −30,44 108 −31,21
2025-07-09 13F VisionPoint Advisory Group, LLC 2 877 301
2025-07-31 13F CVA Family Office, LLC 22 884 62,17 2 391 60,73
2025-08-11 13F Delta Asset Management Llc/tn 670 0,00 70 0,00
2025-05-29 NP SYMIX - AlphaCentric Symmetry Strategy Fund Class I 613 −37,96 65 −39,05
2025-08-07 13F Howard Bailey Securities, Llc 14 978 −2,92 1 565 −3,81
2025-07-14 13F Ridgewood Investments LLC 972 −9,16 102 −9,82
2025-08-04 13F Spire Wealth Management 7 626 −12,68 797 −13,48
2025-07-09 13F Bowman & Co S.C. 9 545 −57,02 997 −57,41
2025-07-22 13F Aquire Wealth Advisors, LLC 103 570 22,33 10 821 21,22
2025-08-04 13F Quaker Wealth Management, LLC 71 7
2025-08-08 13F Collaborative Wealth Managment Inc. 3 819 −8,90 399 −9,75
2025-04-28 13F Pinnacle Financial Partners Inc 16 526 −2,32 1 761 −4,19
2025-08-14 13F D. E. Shaw & Co., Inc. 195 100 −93,90 20 384 −93,95
2025-04-10 13F TrueWealth Advisors, LLC 0 −100,00 0 −100,00
2025-08-14 13F Sentinus, LLC 0 −100,00 0
2025-07-08 13F RMR Wealth Builders 171 467 5,66 17 915 4,70
2025-08-13 13F Sepio Capital, LP 9 356 −16,78 978 −17,55
2025-05-07 13F Horan Capital Advisors, LLC. 3 501 −8,80 369 −9,78
2025-08-08 13F Principal Financial Group Inc 3 033 317
2025-08-06 13F North Capital, Inc. 7 −58,82 1 −100,00
2025-05-15 13F Rockport Wealth LLC 0 −100,00 0
2025-07-30 13F Journey Advisory Group, LLC 2 077 0,00 217 −0,46
2025-08-06 13F Summit Wealth Group, LLC 85 060 188,26 9 166,67
2025-07-21 13F Precedent Wealth Partners, Llc 49 077 −9,86 5 128 −10,68
2025-08-11 13F Diversified Portfolios, Inc. 132 965 −5,89 13 892 −6,75
2025-08-12 13F Charles Schwab Investment Management Inc 55 400 −99,40 5 788 −99,40
2025-07-30 13F Cambridge Capital Management, Llc 15 094 −23,92 1 577 −24,63
2025-07-31 13F GenTrust, LLC 50 629 −20,20 5 290 −20,93
2025-08-14 13F Citadel Advisors Llc Call 345 800 11,69 36 129 10,68
2025-08-14 13F Citadel Advisors Llc 98 993 10 343
2025-08-07 13F Addison Advisors LLC 3 −99,92 0 −100,00
2025-08-14 13F Citadel Advisors Llc Put 28 400 −48,64 2 967 −49,11
2025-08-14 13F AllSquare Wealth Management LLC 1 180 0,00 123 −0,81
2025-07-25 13F Alpha Financial Partners, LLC 55 234 −3,97 5 771 −4,85
2025-08-01 13F Rossby Financial, LCC 1 808 −8,69 189 −8,29
2025-07-14 13F CRA Financial Services, LLC 2 390 0,00 250 −1,19
2025-07-15 13F Postrock Partners Llc 2 075 0,00 217 −0,92
2025-07-14 13F Park Avenue Securities Llc 1 113 045 116
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 15 229 5,62 1 591 4,67
2025-07-21 13F Future Financial Wealth Managment LLC 604 0,00 63 0,00
2025-07-31 13F Topsail Wealth Management, LLC 33 275 3 477
2025-08-11 13F First American Trust, Fsb 45 484 4,07 4 752 3,13
2025-08-14 13F Strategic Wealth Designers 19 −99,55 2 −99,94
2025-08-05 13F Hills Bank & Trust Co 4 911 0,00 513 −0,77
2025-04-10 13F Boltwood Capital Management 0 −100,00 0 −100,00
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-08-14 13F Synovus Financial Corp 41 802 1,81 4 368 0,88
2025-04-30 13F Leavell Investment Management, Inc. 0 −100,00 0
2025-07-10 13F Bigelow Investment Advisors, LLC 4 792 −10,66 501 −11,50
2025-08-08 13F Emerald Investment Partners, Llc 69 603 −1,43 7 272 −2,32
2025-05-15 13F Occidental Asset Management, LLC 0 −100,00 0
2025-08-14 13F Williams Jones Wealth Management, LLC. 2 700 282
2025-07-16 13F Beaumont Financial Advisors, LLC 15 383 −18,16 1 607 −18,88
2025-08-11 13F Beta Wealth Group, Inc. 0 −100,00 0
2025-07-11 13F Trust Co Of Virginia /va 11 919 13,01 1 245 11,96
2025-07-28 13F RCS Financial Planning, LLC 11 614 −71,85 1 213 −72,11
2025-04-29 13F Hm Payson & Co 4 312 38,03 455 36,75
2025-07-15 13F Family Investment Center, Inc. 3 193 334
2025-08-12 13F RiverFront Investment Group, LLC 13 778 486,05 1 440 482,59
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-08-01 13F First National Trust Co 39 569 −20,70 4 134 −21,42
2025-08-08 13F Hudock, Inc. 97 061 −0,24 10 141 −1,15
2025-08-14 13F Envision Financial Planning, LLC 25 932 2 709
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 761 845 3,30 79 438 2,15
2025-07-08 13F Twele Capital Management, Inc. 9 193 5,67 961 4,69
2025-08-14 13F Benjamin Edwards Inc 62 915 101,09 6 573 99,30
2025-07-22 13F Old National Bancorp /in/ 7 413 −9,15 775 −10,00
2025-08-15 13F Hayek Kallen Investment Management 2 800 0
2025-08-12 13F Cornerstone Wealth Management, LLC 25 392 −0,31 2 653 −1,23
2025-07-17 13F Archford Capital Strategies, LLC 11 710 −3,46 1 224 −4,38
2025-07-31 13F Washington Trust Advisors, Inc. 900 0,00 94 0,00
2025-08-12 13F Titleist Asset Management, Llc 4 897 −0,29 512 −1,16
2025-08-12 13F Summit Global Investments 3 642 −8,58 0
2025-07-30 13F Bogart Wealth, LLC 1 677 0,00 175 −0,57
2025-07-17 13F Janney Montgomery Scott LLC 177 128 35,73 19 38,46
2025-05-15 13F First Manhattan Co 0 −100,00 0
2025-08-07 13F Retirement Investment Advisors, Inc. 354 160 11,44 37 003 10,42
2025-07-29 13F Fundamentun, Llc 2 287 239
2025-08-11 13F Tidemark, LLC 113 0,89 12 0,00
2025-07-10 13F Sovran Advisors, LLC 41 851 13,06 4 358 13,64
2025-07-17 13F Patton Albertson Miller Group, Llc 19 802 −30,61 2 069 −31,27
2025-08-04 13F Leeward Financial Partners, LLC 34 673 9,86 3 623 8,87
2025-05-12 13F Sandy Spring Bank 2 0
2025-07-21 13F Monticello Wealth Management, Llc 5 763 −5,68 602 −6,52
2025-07-24 13F Brandywine Oak Private Wealth Llc 66 450 −38,91 6 943 −39,47
2025-08-14 13F C M Bidwell & Associates Ltd 9 796 0,00 1 023 −0,87
2025-08-05 13F Holistic Financial Partners 0 −100,00 0
2025-07-07 13F Wealth Alliance Advisory Group, LLC 7 823 8,01 817 7,08
2025-07-18 13F PFG Investments, LLC 7 919 6,97 827 6,03
2025-07-30 13F Clune & Associates, Ltd. 16 308 −41,94 1 704 −42,49
2025-08-12 13F Calton & Associates, Inc. 3 694 −35,70 386 −36,36
2025-08-13 13F Capital Analysts, Inc. 128 528 5,58 13 8,33
2025-08-11 13F Elequin Capital Lp 23 425 431,30 2 447 427,37
2025-07-18 13F Trust Co Of Vermont 1 112 0,00 116 −0,85
2025-05-15 13F LMR Partners LLP Put 0 −100,00 0 −100,00
2025-07-16 13F Colton Groome Financial Advisors, Llc 14 190 131,11 1 483 130,48
2025-08-14 13F Catalyst Financial Partners Llc 91 853 −11,99 9 597 −12,80
2025-07-03 13F Whitcomb & Hess, Inc. 3 520 −0,06 368 −1,08
2025-07-21 13F Gray Private Wealth, LLC 11 884 20,61 1 242 19,56
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 96 10
2025-07-15 13F Boyd Wealth Management, LLC 4 842 1,59 506 0,60
2025-08-05 13F Peregrine Asset Advisers, Inc. 7 225 −0,30 755 −1,31
2025-08-06 13F Capasso Planning Partners LLC 12 472 −20,42 1 303 −21,13
2025-07-16 13F Paragon Capital Management Ltd 6 787 96,44 709 94,78
2025-07-22 13F Unique Wealth, Llc 194 552 −1,09 20 327 −1,99
2025-08-13 13F VestGen Advisors, LLC 12 101 38,63 1 261 36,96
2025-07-14 13F Pacifica Partners Inc. 2 299 −8,00 240 −9,47
2025-08-04 13F AMG National Trust Bank 193 558 3,08 20 223 2,14
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-14 13F Quantinno Capital Management LP 28 482 −3,17 2 976 −4,06
2025-08-12 13F Ade, Llc 66 898 −10,33 6 989 −11,15
2025-07-30 13F Insight Advisors, LLC/ PA 3 688 0,03 385 −0,77
2025-07-18 13F Pure Financial Advisors, Inc. 54 428 40,48 5 687 39,19
2025-07-22 13F Duncan Williams Asset Management, LLC 2 538 265
2025-07-21 13F Fortis Capital Advisors, LLC 22 354 17,93 2 336 16,87
2025-07-14 13F Lakeshore Financial Planning, Inc. 2 169 −6,47 227 −7,38
2025-07-18 13F Alley Investment Management Company, LLC 128 957 −0,54 13 473 −1,44
2025-07-09 13F Pines Wealth Management, LLC 72 151 3,16 7 523 5,07
2025-08-11 13F Nordwand Advisors, LLC 1 430 149
2025-07-16 13F Cadent Capital Advisors, LLC 5 448 0,80 569 0,00
2025-08-07 13F Rossmore Private Capital 2 090 0,00 218 −0,91
2025-07-22 13F SOL Capital Management CO 19 740 22,76 2 100,00
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0 −100,00
2025-07-08 13F FF Advisors,LLC 7 234 −0,89 756 −0,92
2025-08-12 13F Nemes Rush Group LLC 397 0,00 41 0,00
2025-08-13 13F Garner Asset Management Corp 2 100 219
2025-07-31 13F Wright Fund Managment, LLC 3 875 0,00 409 0,00
2025-08-06 13F True Wealth Design, LLC 0 −100,00 0
2025-08-12 13F Power Wealth Management Llc 23 813 −2,43 2 488 −3,34
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-07-30 13F Exencial Wealth Advisors, Llc 53 584 −11,68 5 598 −12,48
2025-07-31 13F BIP Wealth, LLC 26 235 83,09 2 741 81,52
2025-08-14 13F Comerica Bank 381 745 −1,79 39 885 −2,68
2025-07-30 13F Black Diamond Financial, LLC 116 448 −16,72 12 166 −17,48
2025-07-17 13F Hengehold Capital Management Llc 23 394 −85,31 2 444 −85,44
2025-07-29 13F Kanawha Capital Management Llc 2 328 0,00 243 −0,82
2025-07-09 13F First Financial Corp /in/ 450 0,00 47 0,00
2025-07-15 13F Graypoint LLC 120 823 −0,78 12 624 −1,68
2025-07-31 13F Insight Wealth Partners, LLC 26 487 1,27 2 767 0,36
2025-08-15 13F ROSS\JOHNSON & Associates LLC 1 542 0,00 161 −0,62
2025-08-05 13F Dunhill Financial, LLC 28 0,00 3 0,00
2025-08-13 13F Elios Financial Group Inc. 8 784 −1,07 918 −2,03
2025-07-10 13F Uptown Financial Advisors LLC 5 518 0,00 577 −0,86
2025-08-14 13F Harwood Advisory Group, LLC 18 0,00 2 0,00
2025-08-08 13F Pinney & Scofield, Inc. 13 830 0,00 1 445 −0,96
2025-07-15 13F Eaton Financial Holdings Company, LLC 3 044 48,92 318 47,91
2025-07-22 13F Diligent Investors, LLC 4 700 0,21 491 −0,61
2025-08-04 13F Jim Saulnier & Associates, Llc 5 795 1,03 605 0,17
2025-07-16 13F St Germain D J Co Inc 79 885 5,32 8 346 4,36
2025-07-02 13F Waller Financial Planning Group, Inc 27 208 2,24 2 843 1,28
2025-08-14 13F Bragg Financial Advisors, Inc 85 325 9,66 8 915 8,65
2025-08-28 13F Midwestern Financial, LLC /IA 9 953 1 040
2025-07-22 13F Romano Brothers And Company 9 266 0,17 968 −0,72
2025-08-13 13F Northwestern Mutual Wealth Management Co 7 391 953 −2,58 772 311 −3,47
2025-08-14 13F Icon Wealth Advisors, LLC 273 566 16,27 28 582 15,22
2025-08-04 13F Flagship Harbor Advisors, Llc 21 514 −6,81 2 248 −7,68
2025-08-26 13F/A Thrivent Financial For Lutherans 71 792 −80,47 8 −82,05
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-14 13F Dividend Asset Capital, Llc 4 362 2,25 456 1,34
2025-07-21 13F Cardinal Strategic Wealth Guidance 185 236 −10,24 19 353 −11,06
2025-08-08 13F Flaharty Asset Management, LLC 6 877 0,00 719 −0,97
2025-08-14 13F Smartleaf Asset Management LLC 15 758 154,70 1 644 152,77
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0 −100,00
2025-07-29 13F Private Wealth Management Group, LLC 76 960 −14,94 8 041 −15,71
2025-08-14 13F Ancora Advisors, LLC 56 −90,51 6 −91,94
2025-07-14 13F Brady Martz Wealth Solutions, LLC 15 035 −39,53 1 571 −40,10
2025-07-17 13F Raleigh Capital Management Inc. 347 0,87 36 0,00
2025-07-18 13F PBMares Wealth Management LLC 7 473 0,34 781 −0,64
2025-07-08 13F Legacy Private Trust Co. 64 652 42,77 6 755 41,47
2025-07-09 13F Lifelong Wealth Advisors, Inc. 3 454 361
2025-07-17 13F Greenleaf Trust 43 466 −10,68 4 541 −11,48
2025-08-13 13F Johnson Financial Group, Inc. 72 532 −59,10 7 578 −59,47
2025-07-22 13F Iron Horse Wealth Management, LLC 32 45,45 3 50,00
2025-08-06 13F Horan Securities, Inc. 3 860 −70,72 403 −71,01
2025-08-12 13F Blueprint Investment Partners LLC 20 486 2 140
2025-08-12 13F Horizon Financial Services, Llc 439 46
2025-07-22 13F Grimes & Company, Inc. 3 353 18,23 350 17,45
2025-07-21 13F Mechanics Financial Corp 643 0,00 67 0,00
2025-08-04 13F Atria Investments Llc 87 147 −14,22 9 105 −14,99
2025-08-08 13F Foundations Investment Advisors, LLC 46 265 49,87 4 834 48,52
2025-08-14 13F TCG Advisory Services, LLC 45 376 8,84 4 741 7,85
2025-07-29 13F Consilio Wealth Advisors, Llc 12 219 −18,21 1 275 −19,11
2025-07-30 13F LGT Financial Advisors LLC 342 27,14 36 25,00
2025-08-14 13F Raymond James Financial Inc 2 228 405 27,80 232 824 26,64
2025-07-17 13F Paradigm Financial Partners, Llc 8 546 −7,91 893 −8,79
2025-05-06 13F Oakwell Private Wealth Management, LLC 0 −100,00 0
2025-08-11 13F Beaumont Capital Management, LLC 0 −100,00 0
2025-08-06 13F SJA Financial Advisory, LLC 17 318 1 809
2025-07-14 13F ABLE Financial Group, LLC 25 489 115,17 2 663 113,21
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 6 527 0,17 682 0,44
2025-08-08 13F Renasant Bank 2 000 −80,58 209 −80,83
2025-08-01 13F Conscious Wealth Investments, Llc 5 197 −1,29 540 −1,82
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 10 060 −69,81 1 051 −70,08
2025-07-08 13F Canandaigua National Trust Co of Florida 4 149 −1,19 433 −2,04
2025-08-15 13F Morgan Stanley 8 494 190 −4,08 887 473 −4,95
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-08-14 13F Camarda Financial Advisors, LLC 7 331 10,79 766 9,76
2025-04-18 13F Halbert Hargrove Global Advisors, Llc 0 −100,00 0 −100,00
2025-08-08 13F Capital Investment Advisory Services, LLC 1 945 −29,14 203 −29,76
2025-07-07 13F Roxbury Financial LLC 156 −54,52 16 −55,56
2025-08-14 13F Prelude Capital Management, Llc 0 −100,00 0
2025-07-25 13F Richardson Financial Services Inc. 1 179 −13,94 123 −14,58
2025-05-06 13F Goodwin Investment Advisory 0 −100,00 0
2025-07-17 13F Tempus Wealth Planning, LLC 2 128 0,00 222 −0,89
2025-08-01 13F Howard Capital Management Inc. 10 553 16,03 1 103 15,03
2025-07-08 13F Rise Advisors, LLC 738 −0,94 77 −1,28
2025-07-28 13F IFG Advisors, LLC 20 540 2,80 2 146 1,85
2025-07-29 13F Calamos Wealth Management LLC 5 459 −46,39 570 −46,88
2025-07-08 13F Gallacher Capital Management LLC 2 924 −4,32 306 −5,28
2025-08-14 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-07-24 13F Columbia Advisory Partners Llc 4 161 435
2025-04-30 13F Sofos Investments, Inc. 0 −100,00 0 −100,00
2025-08-01 13F Petra Financial Advisors Inc 12 704 −2,50 1 327 −3,35
2025-08-08 13F Altiora Financial Group, LLC 7 028 5,24 734 4,26
2025-08-14 13F Harvey Capital Management Inc 2 510 0,00 262 −1,14
2025-07-25 13F Stephens Consulting, LLC 26 199 −64,50 2 737 −64,82
2025-08-13 13F Natixis Advisors, L.p. 252 480 −40,07 26 −40,91
2025-05-07 13F Advantage Trust Co 0 −100,00 0 −100,00
2025-07-31 13F First Business Financial Services, Inc. 43 042 −1,13 4 497 −2,03
2025-07-29 13F Regions Financial Corp 206 416 −6,23 21 566 −7,08
2025-05-09 13F Drucker Wealth 3.0, LLC 0 −100,00 0
2025-07-18 13F Forza Wealth Management, LLC 49 700 377,88 5 193 373,72
2025-07-17 13F Smith Anglin Financial, LLC 7 797 0,41 815 −0,49
2025-08-06 13F Vestmark Advisory Solutions, Inc. 201 406 −19,50 21 043 −20,24
2025-07-23 13F Fulton Breakefield Broenniman Llc 56 403 −15,15 5 893 −15,94
2025-07-31 13F LJI Wealth Management, LLC 9 848 −43,36 1 029 −43,92
2025-07-10 13F Envision Financial LLC 7 126 25,97 745 24,83
2025-07-29 NP DNMZX - PGIM NATIONAL MUNI FUND Class Z 71 440 −61,94 7 419 −63,29
2025-07-29 13F Flagstone Financial Management 18 608 84,37 1 944 82,71
2025-07-25 13F Sequoia Financial Advisors, LLC 1 674 873 6,20 174 991 5,23
2025-07-30 13F IMG Wealth Management, Inc. 134 0,00 14 0,00
2025-04-22 13F Rappaport Reiches Capital Management, LLC 4 985 0,00 526 −1,13
2025-07-22 13F Simplicity Wealth,LLC 171 330 71,67 17 901 70,10
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-07-21 13F Exchange Capital Management, Inc. 8 324 −0,83 870 −1,81
2025-07-09 13F StrongBox Wealth, LLC 2 759 0,00 288 −0,69
2025-07-30 13F LifeWealth Investments, LLC 50 636 38,43 5 290 37,19
2025-07-09 13F Chesley Taft & Associates LLC 145 181 −18,01 15 168 −18,75
2025-08-14 13F Gen-Wealth Partners Inc 22 000 15,39 2 299 14,33
2025-08-12 13F Deutsche Bank Ag\ 116 509 −4,38 12 173 −5,25
2025-08-05 13F Key FInancial Inc 234 −68,12 24 −68,83
2025-07-29 NP PHIZX - PGIM Muni High Income Fund Class Z 30 000 −54,89 3 116 −56,49
2025-07-09 13F Breakwater Capital Group 16 098 −16,23 1 682 −17,03
2025-08-14 13F CoreCap Advisors, LLC 8 085 −0,36 845 −1,29
2025-08-07 13F Midwest Trust Co 43 624 4 558
2025-07-23 13F Viewpoint Capital Management LLC 100 0,00 10 0,00
2025-07-21 13F Successful Portfolios LLC 2 085 −1,18 218 −2,25
2025-08-07 13F Marathon Trading Investment Management LLC 2 800 293
2025-07-17 13F One Wealth Advisors, LLC 193 615 34,43 20 229 33,21
2025-08-04 13F Mayflower Financial Advisors, LLC 51 310 −20,35 5 361 −21,08
2025-07-09 13F FOCUS Wealth Advisors, LLC 4 313 0,00 451 −0,88
2025-08-08 13F IMA Wealth, Inc. 936 0,00 98 −1,02
2025-07-24 13F Capital Advisors, Ltd. LLC 9 156 −2,70 1
2025-08-14 13F Bbr Partners, Llc 2 870 0,00 300 −0,99
2025-08-01 13F Equita Financial Network, Inc. 18 013 1,99 1 882 1,02
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-08-06 13F Smart Money Group LLC 25 915 904,85 2 708 898,89
2025-08-06 13F Golden State Wealth Management, LLC 884 0,45 92 0,00
2025-07-30 13F Caliber Wealth Management, LLC / KS 68 640 1,95 7 172 1,03
2025-07-11 13F Bond & Devick Financial Network, Inc. 9 033 −26,69 944 −27,41
2025-08-08 13F Advisory Resource Group 2 544 −89,71 266 −89,84
2025-08-12 13F OneAscent Financial Services LLC 4 487 −40,77 0
2025-08-15 13F Lgl Partners, Llc 2 044 −23,90 213 −25,09
2025-07-09 13F Burt Wealth Advisors 40 579 −40,28 4 240 −40,83
2025-07-23 13F Roundview Capital LLC 8 876 −1,44 927 −2,32
2025-07-31 13F Ssa Swiss Advisors Ag 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 2 523 501 9,96 263 656 8,96
2025-07-22 13F Firethorn Wealth Partners, Llc 4 060 −20,17 424 −20,90
2025-08-04 13F Merkkuri Wealth Advisors LLC 3 433 −42,17 359 −42,72
2025-04-10 13F St. Clair Advisors, LLC 0 −100,00 0 −100,00
2025-07-22 13F Sage Financial Group Inc 18 262 443,84 1 908 438,98
2025-07-10 13F Voisard Asset Management Group, Inc. 26 168 179,16 2 734 176,72
2025-07-31 13F AlTi Global, Inc. 186 769 33,94 19 514 32,72
2025-07-24 13F Wealth Management Resources, Inc. 48 008 −15,93 5 016 −16,71
2025-07-25 13F McNamara Financial Services, Inc. 170 069 −6,05 17 769 −6,91
2025-08-08 13F Grandfield & Dodd, Llc 5 115 0,00 534 −0,93
2025-07-22 13F Alta Wealth Advisors LLC 6 038 0,13 631 −0,79
2025-09-11 13F Silicon Valley Capital Partners 219 23
2025-08-14 13F Fiduciary Trust Co 110 289 −4,72 11 523 −5,59
2025-05-28 NP BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 232 005 −81,44 24 463 −81,95
2025-07-22 13F DT Investment Partners, LLC 324 14,08 34 13,79
2025-07-08 13F Heartwood Wealth Advisors LLC 12 257 −11,90 1 281 −12,69
2025-08-08 13F MTM Investment Management, LLC 163 17
2025-07-23 13F Watershed Private Wealth Llc 56 620 13,49 5 916 12,45
2025-08-07 13F Efficient Advisors, LLC 3 442 −58,92 360 −59,34
2025-07-25 13F Lodestar Private Asset Management Llc 10 925 −17,40 1 141 −18,15
2025-07-21 13F Ameritas Advisory Services, LLC 3 511 −33,30 367 −34,53
2025-08-14 13F Soros Fund Management Llc 241 400 0,00 25 221 −0,91
2025-05-14 13F Barnes Wealth Management Group, Inc 0 −100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 104 756 142,92 10 945 140,74
2025-08-15 13F Provenance Wealth Advisors, LLC 3 965 0,43 414 −0,48
2025-07-01 13F First National Bank Sioux Falls 12 551 0,00 1 311 −0,91
2025-08-12 13F Running Point Capital Advisors, LLC 16 766 7,44 1 752 6,44
2025-07-09 13F Fragasso Group Inc. 110 860 −0,09 11 583 −1,01
2025-04-15 13F Transform Wealth, LLC 9 635 1 016
2025-07-24 13F Edge Financial Advisors LLC 0 −100,00 0
2025-07-21 13F 25 Llc 102 648 3,68 10 725 2,73
2025-07-22 13F HFM Investment Advisors, LLC 393 12,93 41 13,89
2025-07-28 13F WealthPlan Investment Management, LLC 3 592 375
2025-07-29 13F Horst & Graben Wealth Management LLC 3 052 0,79 319 −0,31
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 248 997 25,35 26 005 24,22
2025-08-14 13F Compass Wealth Management, LLC/GA 8 508 889
2025-07-16 13F ORG Partners LLC 25 287 −0,20 2 651 −0,71
2025-08-11 13F Wealthspire Advisors, LLC 1 213 590 17,34 126 796 16,27
2025-08-14 13F Pennington Partners & Co., Llc 0 −100,00 0
2025-08-01 13F Oarsman Capital, Inc. 11 001 0,00 1 149 −0,86
2025-08-14 13F Hancock Whitney Corp 36 735 −2,64 3 838 −3,52
2025-08-11 13F HHM Wealth Advisors, LLC 0 −100,00 0
2025-07-31 13F Hartford Financial Management Inc. 25 −96,38 3 −97,22
2025-08-12 13F Ameritas Investment Partners, Inc. 39 062 1,64 4 081 0,72
2025-07-10 13F High Net Worth Advisory Group LLC 5 402 −28,70 564 −29,32
2025-07-25 13F Verdence Capital Advisors LLC 9 933 0,74 1 038 −0,19
2025-08-01 13F Advisory Alpha, LLC 14 829 −0,05 1 549 −0,96
2025-08-13 13F Baker Avenue Asset Management, LP 30 565 −9,88 3 193 −10,71
2025-07-23 13F Sax Wealth Advisors, Llc 21 116 38,78 2 206 37,53
2025-08-14 13F Ameriprise Financial Inc 1 524 453 −0,98 159 245 −1,90
2025-07-31 13F City State Bank 318 0,00 33 0,00
2025-07-30 13F Syntegra Private Wealth Group, LLC 7 367 −2,01 770 −2,90
2025-08-12 13F J.w. Cole Advisors, Inc. 14 710 24,21 1 537 23,08
2025-07-14 13F Rooted Wealth Advisors, Inc. 13 681 0,40 1 422 −1,25
2025-08-12 13F Erickson Financial Group, LLC 3 258 21,39 340 20,14
2025-07-10 13F Brooklyn FI, LLC 154 586 22,56 16 151 14,21
2025-08-13 13F Balance Wealth, LLC 10 182 −32,67 1 064 −33,31
2025-07-08 13F Little House Capital Llc 5 564 2,15 581 1,22
2025-08-06 13F Founders Financial Securities Llc 63 252 −42,59 6 609 −42,46
2025-07-22 13F Global Assets Advisory, LLC 3 098 323
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0 −100,00
2025-08-21 13F Clarion Wealth Managment Partners, LLC 5 570 582
2025-08-13 13F M&t Bank Corp 286 395 −4,93 29 923 −5,79
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-12 13F MAI Capital Management 21 574 −47,96 2 254 −48,43
2025-08-14 13F/A Rockefeller Capital Management L.P. 672 990 36,88 70 314 35,64
2025-07-11 13F Prosperity Planning, Inc. 2 401 −18,73
2025-08-18 13F/A Kestra Investment Management, LLC 419 810 17,80 43 862 16,73
2025-07-02 13F First Financial Bank - Trust Division 130 697 −6,65 13 655 −7,50
2025-07-11 13F Mkd Wealth Coaches, Llc 21 087 −1,17 2 203 −2,05
2025-08-06 13F Able Wealth Management LLC 4 370 24,61 457 23,58
2025-07-16 13F Perigon Wealth Management, LLC 195 936 −12,58 20 471 −13,38
2025-07-03 13F First Hawaiian Bank 6 060 0,00 633 −0,78
2025-07-25 13F CV Advisors LLC 14 852 −66,79 1 552 −67,10
2025-04-11 13F Armstrong, Fleming & Moore, Inc 0 −100,00 0
2025-07-11 13F Pinnacle Bancorp, Inc. 13 425 21,54 1 403 20,45
2025-08-13 13F Portfolio Design Labs, LLC 0 −100,00 0
2025-07-15 13F Unified Investment Management 2 850 0,00 298 −1,00
2025-07-18 13F Impact Capital Partners LLC 1 924 201
2025-08-08 13F Larson Financial Group LLC 9 715 14,62 1 015 13,66
2025-08-13 13F Fisher Asset Management, LLC 8 914 935 42,96 931 432 41,66
2025-07-29 13F Stratos Wealth Advisors, LLC 19 967 −7,03 2 086 −7,86
2025-05-01 13F Schechter Investment Advisors, LLC 35 410 2,10 3 734 1,03
2025-07-10 13F Charter Oak Capital Management, LLC 3 706 −32,00 387 −32,58
2025-08-01 13F FSA Advisors, Inc. 4 604 6,90 481 5,95
2025-07-17 13F Wolff Wiese Magana Llc 2 212 0,00 231 −0,86
2025-07-15 13F Smith & Howard Wealth Management, LLC 89 440 −2,84 9 345 −3,73
2025-08-05 13F Texas Bank & Trust Co 2 081 217
2025-07-31 13F Kathleen S. Wright Associates Inc. 1 766 −20,13 185 −21,03
2025-08-11 13F Arrow Financial Corp 12 378 0,00 1 293 −0,92
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 0 −100,00 0
2025-07-24 13F KFA Private Wealth Group, LLC 5 209 −6,87 544 −7,64
2025-07-25 13F PrairieView Partners, LLC 18 096 49,39 2 0,00
2025-08-14 13F EP Wealth Advisors, Inc. 844 683 −11,00 88 252 −11,81
2025-07-28 13F Chesapeake Wealth Management 4 125 −7,78 431 −8,70
2025-08-01 13F May Hill Capital, LLC 64 351 −7,36 6 723 −8,21
2025-08-08 13F Hartland & Co., LLC 122 845 −2,89 12 835 −3,78
2025-04-17 13F Crane Advisory, LLC 0 −100,00 0
2025-07-18 13F Warren Street Wealth Advisors, LLC 2 281 −18,71 238 −19,32
2025-07-16 13F Diversified Enterprises, LLC 88 890 25,66 9 287 24,52
2025-07-17 13F Willow Creek Wealth Management Inc. 4 954 0,75 518 −0,19
2025-05-14 13F Summit Financial Wealth Advisors, LLC 6 982 0,00 736 −0,94
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 115 600 18,63 12 078 17,55
2025-08-11 13F GW&K Investment Management, LLC 1 264 0,00 0
2025-08-12 13F Pathstone Holdings, LLC 242 855 −22,42 25 373 −23,15
2025-07-29 13F Angeles Wealth Management, Llc 581 118 168,28 60 715 165,84
2025-08-14 13F Connecticut Wealth Management, LLC 72 167 23,81 7 540 22,69
2025-08-06 13F Atlantic Union Bankshares Corp 4 837 4,36 505 3,48
2025-08-11 13F North Forty Two & Co. 10 681 0,00 1 116 −0,98
2025-07-08 13F Lpwm Llc 22 859 −55,48 2 388 −55,89
2025-08-08 13F Good Life Advisors, LLC 0 −100,00 0
2025-07-18 13F SOA Wealth Advisors, LLC. 87 9
2025-08-06 13F New Millennium Group LLC 979 561,49 102 580,00
2025-07-09 13F Thrive Wealth Management, LLC 103 671 240,19 10 832 237,10
2025-08-08 13F Bailard, Inc. 63 978 17,63 6 684 16,57
2025-07-23 13F Winthrop Advisory Group LLC 5 040 4,37 527 3,34
2025-07-21 13F Crews Bank & Trust 7 800 0,00 815 −0,97
2025-07-29 13F Level Wealth Management LLC 44 397 303,06 4 639 299,48
2025-07-23 13F Raub Brock Capital Management LP 0 −100,00 0
2025-07-30 13F Wbh Advisory Inc 3 820 −15,75 399 −16,53
2025-04-17 13F Warther Private Wealth, LLC 0 −100,00 0 −100,00
2025-07-30 13F Capital Investment Services of America, Inc. 56 629 2,72 5 917 1,79
2025-08-14 13F Colony Group, LLC 900 993 13,06 94 135 12,03
2025-08-14 13F Acorn Wealth Advisors, LLC 4 035 422
2025-07-22 13F Belpointe Asset Management LLC 36 780 32,55 3 843 31,35
2025-07-31 13F Nisa Investment Advisors, Llc 407 115 25,87 42 535 24,73
2025-07-23 13F Wise Wealth Partners 4 121 3,18 431 2,14
2025-08-06 13F SOUTH STATE Corp 5 429 134,51 567 132,38
2025-08-05 13F Sigma Planning Corp 117 858 −5,76 12 314 −6,62
2025-05-12 13F Cooper Financial Group 0 −100,00 0
2025-07-25 13F Allspring Global Investments Holdings, LLC 106 854 11 143
2025-08-07 13F Montag A & Associates Inc 0 −100,00 0
2025-07-31 13F FSM Wealth Advisors, LLC 26 871 −63,47 2 802 −63,87
2025-08-07 13F Keystone Financial Services 11 264 −0,09 1 177 −1,01
2025-08-11 13F Covestor Ltd 3 798 16,32 0
2025-07-24 13F Acima Private Wealth, Llc 20 593 1,18 2 152 0,28
2025-08-05 13F Lifeworks Advisors, LLC 47 061 21,78 4 917 20,67
2025-08-12 13F South Plains Financial, Inc. 3 845 0,00 402 −0,99
2025-07-18 13F Parsons Capital Management Inc/ri 2 772 0,00 290 −1,03
2025-08-14 13F Archetype Wealth Partners 651 570 −9,85 68 −10,53
2025-08-14 13F First Citizens Asset Management, Inc. 166 669 −3,65 17 414 −4,53
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 6 844 23,16 715 22,22
2025-08-11 13F Lowe Brockenbrough & Co Inc 21 112 −15,93 2 206 −16,70
2025-08-05 13F Arrowroot Family Office, LLC 2 923 −25,64 305 −27,03
2025-07-07 13F Global Wealth Strategies & Associates 94 613 5,01 9 885 4,05
2025-07-11 13F Seacrest Wealth Management, Llc 6 674 −2,63 697 −3,46
2025-08-06 13F Adviser Investments LLC 2 423 680 −9,67 253 226 −10,50
2025-08-14 13F Riggs Asset Managment Co. Inc. 220 −56,09 23 −57,69
2025-07-31 13F Future You Wealth Llc 3 438 −7,56 359 −8,42
2025-08-12 13F Dean Investment Associates, Llc 15 184 0,00 1 586 −0,94
2025-08-15 13F Scissortail Wealth Management, LLC 14 210 −8,72 1 485 −9,57
2025-04-11 13F Intergy Private Wealth, LLC 0 −100,00 0
2025-08-14 13F Betterment LLC 18 584 233 0,95 1 942 0,00
2025-05-13 13F GKV Capital Management Co., Inc. 3 032 320
2025-08-04 13F IFG Advisory, LLC 23 848 19,95 2 492 18,85
2025-05-12 13F Beacon Harbor Wealth Advisors, Inc. 0 −100,00 0 −100,00
2025-06-23 NP PTEAX - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 528 0,00 55 −1,79
2025-08-12 13F Steward Partners Investment Advisory, Llc 176 138 −10,32 18 403 −11,14
2025-08-08 13F Firestone Capital Management 2 076 0,83 217 −0,46
2025-07-11 13F Skyline Advisors, Inc. 64 974 −44,52 6 788 −45,02
2025-07-15 13F Ballentine Partners, LLC 17 246 45,97 1 802 44,66
2025-07-24 13F Ronald Blue Trust, Inc. 35 872 16,35 3 748 15,29
2025-08-14 13F SWAN Capital LLC 206 22
2025-04-17 13F Trust Point Inc. 0 −100,00 0
2025-07-09 13F Divergent Planning, LLC 2 759 288
2025-07-15 13F BKA Wealth Consulting, Inc. 3 381 −25,95 353 −26,61
2025-07-29 13F Activest Wealth Management 0 0
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 5 024 111,72 525 109,60
2025-08-15 13F Fidelity D & D Bancorp Inc 8 000 −52,90 836 −53,38
2025-07-29 13F Sincerus Advisory, LLC 28 924 −18,40 2 997 −19,80
2025-08-12 13F BlackRock, Inc. 67 567 −77,03 7 059 −77,24
2025-07-22 13F Team Financial Group, LLC 2 367 247
2025-08-12 13F Insigneo Advisory Services, Llc 0 −100,00 0
2025-08-01 13F Anson Capital, Inc. 3 771 0,00 394 −1,01
2025-07-29 13F Sigma Investment Counselors Inc 7 115 −1,97 743 −2,88
2025-07-14 13F Proathlete Wealth Management Llc 54 430 5,79 5 689 4,83
2025-05-07 13F First National Advisers, LLC 0 −100,00 0 −100,00
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 313 0,00 33 −3,03
2025-07-17 13F Moss Adams Wealth Advisors LLC 22 749 −27,31 2 377 −27,98
2025-07-18 13F BSW Wealth Partners 74 868 193,88 7 822 191,21
2025-07-25 13F Concord Asset Management, LLC/VA 1 977 207
2025-07-09 13F Fermata Advisors, LLC 2 553 267
2025-08-07 13F Ibex Wealth Advisors 9 760 −5,00 1 020 −5,91
2025-07-16 13F Five Oceans Advisors 1 984 −0,35 207 −0,96
2025-07-16 13F Independent Wealth Network Inc. 2 848 19,46 298 18,33
2025-07-24 13F Grand Wealth Management, Llc 17 621 −12,91 1 841 −13,69
2025-08-13 13F Rinkey Investments 96 766 −43,49 10 110 −44,01
2025-08-13 13F RFP Financial Group LLC 66 707 1,01 6 970 0,09
2025-08-11 13F Cannon Advisors, Inc. 17 046 1,34 1 781 0,45
2025-07-08 13F 21 West Wealth Management LLC 58 013 6 061
2025-04-23 13F Integris Wealth Management, LLC 0 −100,00 0
2025-07-07 13F Trust Co 207 451 34,47 21 674 33,25
2025-08-08 13F Citizens Financial Group Inc/ri 134 359 −17,07 14 038 −17,83
2025-07-22 13F Partners Wealth Management, Llc 2 586 0,00 273 0,00
2025-07-08 13F Parallel Advisors, LLC 28 774 22,01 3 006 20,92
2025-07-22 13F Iowa State Bank 4 126 −2,80 431 −3,58
2025-08-14 13F Prestige Wealth Management Group LLC 56 0,00 6 0,00
2025-07-30 13F Durante & Waters, Llc 36 922 4,82 3 858 3,88
2025-04-25 13F Smallwood Wealth Investment Management, LLC 26 638 0,00 2 809 −1,06
2025-08-07 13F 1620 Investment Advisors, Inc. 0 −100,00 0
2025-07-31 13F Sage Mountain Advisors LLC 0 −100,00 0
2025-07-07 13F Discipline Wealth Solutions, LLC 6 423 73,88 671 72,49
2025-07-23 13F Bear Mountain Capital, Inc. 223 912 −2,10 23 117 −3,18
2025-07-31 13F Guardian Asset Advisors, LLC 3 347 0,63 350 −0,29
2025-05-15 13F First Financial Bankshares Inc 0 −100,00 0
2025-07-15 13F Accurate Wealth Management, LLC 21 552 −4,47 2 247 −2,64
2025-08-12 13F Farmers National Bank 4 498 −2,37 470 −3,30
2025-08-13 13F Stablepoint Partners, LLC 4 318 −3,64 451 −4,45
2025-08-01 13F Bank of Jackson Hole Trust 0 −100,00 0
2025-08-14 13F Aqr Capital Management Llc 13 663 2,85 1 427 1,93
2025-08-12 13F Real Talk Capital, LLC 6 848 0,29 715 −0,56
2025-08-07 13F Guidance Capital, Inc 17 433 33,05 1 815 32,89
2025-07-17 13F Clean Yield Group 460 0,66 48 0,00
2025-08-14 13F GWM Advisors LLC 219 603 −2,72 22 944 −3,60
2025-08-12 13F Prudential Financial Inc 131 110 −37,52 13 698 −38,09
2025-08-11 13F Mount Lucas Management LP 0 −100,00 0
2025-04-11 13F First Affirmative Financial Network 4 714 7,31 497 6,20
2025-07-17 13F Symmetry Partners, LLC 161 813 3,45 16 906 2,51
2025-08-13 13F Quadrature Capital Ltd 6 875 718
2025-07-09 13F Hiley Hunt Wealth Management 6 165 −0,11 643 −1,38
2025-08-19 13F Advisory Services Network, LLC 127 589 −0,11 13 253 −1,60
2025-07-07 13F OMNI 360 Wealth, Inc. 2 132 −11,24 223 −12,25
2025-07-11 13F SILVER OAK SECURITIES, Inc 1 508 1,55 158 0,64
2025-08-08 13F W.H. Cornerstone Investments Inc. 11 519 0,16 1 203 −0,74
2025-07-30 13F Greenup Street Wealth Management Llc 9 366 −22,60 979 −23,29
2025-08-04 13F Keybank National Association/oh 30 693 7,63 3 207 6,65
2025-08-25 NP EXDVX - Diversified Tax Exempt Series Class A 43 351 0,00 4 529 −0,90
2025-07-31 13F Wealthfront Advisers Llc 5 395 885 −19,61 563 762 −20,35
2025-08-15 13F Strategic Investment Advisors / MI 8 812 −5,10 921 −6,03
2025-08-15 13F WealthCollab, LLC 65 430 11,23 6 836 10,22
2025-07-25 13F Atria Wealth Solutions, Inc. 124 365 −53,99 12 991 −54,41
2025-08-07 13F Sound View Wealth Advisors Group, LLC 7 622 −0,37 796 −1,24
2025-07-24 13F Weaver Capital Management LLC 6 028 6,97 630 5,89
2025-05-30 NP TFPN - Blueprint Chesapeake Multi-Asset Trend ETF 3 280 −76,55 346 −76,85
2025-08-11 13F WPG Advisers, LLC 4 417 −21,57 461 −22,26
2025-07-25 13F Meritage Portfolio Management 13 799 −3,62 1 442 −4,51
2025-08-14 13F Financial Network Wealth Advisors LLC 253 0,00 26 0,00
2025-08-06 13F Soltis Investment Advisors LLC 5 588 −10,52 584 −11,40
2025-07-15 13F Focused Wealth Management, Inc 2 290 0,00 239 −0,83
2025-05-01 13F Grant/GrossMendelsohn, LLC 3 446 −2,35 359 −4,52
2025-07-10 13F Hurlow Wealth Management Group, Inc. 11 788 0,00 1 232 −0,89
2025-07-29 NP PMIO - PGIM Municipal Income Opportunities ETF 3 670 0,00 381 −3,54
2025-07-22 13F Apexium Financial, Lp 11 910 9,01 1 244 7,99
2025-07-22 13F Merit Financial Group, LLC 196 403 59,71 20 520 58,26
2025-07-11 13F Orrstown Financial Services Inc 2 786 291
2025-07-09 13F Dynamic Advisor Solutions LLC 30 597 2,25 3 197 1,30
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 2 706 −20,78 285
2025-07-31 13F Waldron Private Wealth LLC 223 576 −20,76 23 359 −21,48
2025-04-14 13F Greenspring Advisors, LLC 13 097 −16,70 1 381 −17,61
2025-07-17 13F Eagle Wealth Strategies Llc 32 528 3 399
2025-08-07 13F Allworth Financial LP 379 414 12,69 39 641 13,33
2025-07-09 13F Radnor Capital Management, LLC 2 000 0,00 0
2025-08-12 13F Choate Investment Advisors 1 304 995 0,83 136 346 −0,09
2025-07-03 13F Collective Family Office Llc 16 020 80,79 1 674 79,12
2025-07-07 13F Aletheian Wealth Advisors LLC 47 761 43,39 4 990 42,12
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 68 302 14,86 7 136 13,81
2025-07-23 13F Joel Isaacson & Co., LLC 42 602 0,29 4 451 −0,60
2025-08-11 13F Regal Investment Advisors LLC 80 020 −1,83 8 360 −2,72
2025-08-07 13F Evoke Wealth, Llc 2 465 −8,91 258 −9,82
2025-08-12 13F Passive Capital Management, LLC. 53 166 −0,67 5 545 −1,75
2025-08-13 13F D L Carlson Investment Group Inc 86 701 132,91 9 059 130,78
2025-07-14 13F Toth Financial Advisory Corp 236 −29,13 25 −31,43
2025-08-15 13F Binnacle Investments Inc 3 672 −14,51 384 −15,27
2025-07-25 13F Concurrent Investment Advisors, LLC 37 825 16,50 3 952 15,43
2025-07-30 13F Gables Capital Management Inc. 1 0,00 0
2025-07-25 13F Cypress Capital Group 16 431 9,83 1 717 8,81
2025-07-24 13F Blair William & Co/il 38 184 11,56 3 989 10,56
2025-07-23 13F Capital Management Associates, Inc 34 917 −49,99 3 648 −50,44
2025-08-13 13F Nicolet Advisory Services, Llc 95 751 −4,53 9 969 −3,47
2025-07-25 13F Midwest Capital Advisors, LLC 111 −71,90 12 −73,17
2025-08-08 13F Meridian Wealth Management, LLC 12 183 −16,17 1 273 −16,97
2025-08-13 13F Vertex Planning Partners, LLC 10 821 7,66 1 131 6,70
2025-08-13 13F Edgestream Partners, L.P. 34 152 −6,89 3 568 −7,73
2025-07-23 13F Values Added Financial LLC 7 880 24,11 823 23,02
2025-08-11 13F Root Financial Partners, LLC 0 −100,00 0
2025-07-18 13F Liberty Capital Management, Inc. 12 913 −23,70 1 349 −24,38
2025-07-15 13F Mather Group, Llc. 108 051 −41,48 11 289 −42,01
2025-07-16 13F Traveka Wealth, LLC 47 466 −1,62 4 959 −2,52
2025-04-29 13F Macroview Investment Management Llc 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc Put 514 600 688,06 53 765 680,90
2025-08-27 NP RMMBX - Aspiriant Risk-Managed Municipal Bond Fund 670 465 −48,79 70 050 −49,26
2025-08-05 13F W.G. Shaheen & Associates DBA Whitney & Co 2 506 0,00 262 −1,14
2025-08-06 13F Stokes Family Office, LLC 20 995 3,72 2 194 2,76
2025-07-31 13F Optimum Investment Advisors 3 000 0,00 313 −0,95
2025-08-14 13F Jane Street Group, Llc Call 1 407 700 2 876,11 147 076 2 849,19
2025-07-15 13F Heritage Oak Wealth Advisors Llc 2 972 0,00 311 −0,96
2025-08-12 13F Jefferies Financial Group Inc. 20 814 1,47 2 175 0,56
2025-07-23 13F Wealth Management Nebraska 6 215 −4,00 648 −4,99
2025-09-04 13F SevenBridge Financial Group, LLC 30 973 −6,94 3 226 −7,01
2025-08-06 13F Modera Wealth Management, LLC 212 704 −12,40 22 223 −13,19
2025-08-13 13F First Trust Advisors Lp 7 272 −3,13 760 −4,05
2025-07-15 13F Oak Wealth Advisors LLC 14 311 −17,78 1 495 −18,53
2025-08-08 13F Keyvantage Wealth, Llc 6 844 −26,19 715 −26,82
2025-07-24 13F Robertson Stephens Wealth Management, LLC 137 365 32,83 14 352 31,62
2025-08-14 13F Matrix Private Capital Group Llc 3 350 1 240,00 350 1 246,15
2025-08-25 13F/A Neuberger Berman Group LLC 9 547 20,48 997 19,40
2025-09-03 13F Ballentine Capital Advisors, Inc 7 123 0,00 744 −0,93
2025-08-12 13F FreeGulliver LLC 3 400 17,28 355 16,39
2025-07-28 13F BRYN MAWR TRUST Co 9 204 38,97 962 37,68
2025-08-14 13F Cito Capital Group, LLC 2 544 0,00 0
2025-08-19 13F Cape Investment Advisory, Inc. 2 528 36,21 264 35,38
2025-07-29 13F Koshinski Asset Management, Inc. 11 812 6,82 1 234 5,92
2025-07-09 13F Heritage Family Offices, LLP 6 029 0,00 634 −0,16
2025-08-18 13F Geneos Wealth Management Inc. 44 405 −19,20 4 639 −19,93
2025-08-06 13F Wedbush Securities Inc 32 018 −0,40 3 0,00
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2 622 274
2025-07-14 13F Opal Wealth Advisors, LLC 0 −100,00 0
2025-08-14 13F Millennium Management Llc 11 609 −34,80 1 213 −35,43
2025-07-16 13F Tenret Co LLC 13 671 318,46 1 428 315,12
2025-08-15 13F Manhattan West Asset Management, LLC 122 970 −5,41 12 848 −6,27
2025-07-16 13F Cahaba Wealth Management, Inc. 315 235 −2,23 32 936 −3,12
2025-08-06 13F SNS Financial Group, LLC 286 029 −2,23 29 884 −3,12
2025-07-24 13F Brucke Financial, Inc. 11 940 7,52 1 247 7,22
2025-08-12 13F Putnam Fl Investment Management Co 74 172 −19,72 7 749 −20,45
2025-07-31 13F Resonant Capital Advisors, LLC 144 086 5,65 15 054 4,69
2025-08-14 13F Financial Strategies Group, Inc. 23 673 21,77 2 461 22,39
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 14 126 −7,24 1 476 −8,10
2025-08-13 13F Gibbs Wealth Management 13 795 1 441
2025-08-14 13F L2 Asset Management, LLC 12 400 1 296
2025-07-22 13F PUREfi Wealth, LLC 11 450 1 196
2025-07-18 13F Client 1st Advisory Group, Llc 2 567 0,00 268 −0,74
2025-05-15 13F Proquility Private Wealth Partners, LLC 0 −100,00 0
2025-07-31 13F Briaud Financial Planning, Inc 150 0
2025-05-19 13F/A AAFCPAs Wealth Management, LLC 0 −100,00 0 −100,00
2025-07-24 13F MSH Capital Advisors LLC 4 873 39,03 509 37,94
2025-08-14 13F MidWestOne Financial Group, Inc. 43 909 47,46 4 588 46,13
2025-08-13 13F SMART Wealth LLC 17 117 6,50 1 788 5,55
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-08-08 13F Cetera Investment Advisers 1 621 081 0,81 169 371 −0,11
2025-08-08 13F Investment Partners, Ltd. 24 835 1,84 2 595 0,89
2025-07-07 13F Avenue 1 Advisors, LLC 105 581 −3,32 11 031 −4,19
2025-07-17 13F Cyr Financial Inc. 8 753 1,05 915 0,11
2025-07-25 13F Sharp Financial Services, LLC 0 −100,00 0
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0
2025-07-11 13F BTC Capital Management, Inc. 73 831 19,61 7 714 18,44
2025-08-04 13F Northwest Financial Advisors 2 304 −61,65 241 −62,09
2025-08-14 13F Bank Of America Corp /de/ Put 1 000 000 104 480
2025-07-28 13F Rosenberg Matthew Hamilton 27 331 −19,92 2 856 −20,65
2025-08-14 13F Bank Of America Corp /de/ 31 544 250 9,37 3 295 743 8,37
2025-07-23 13F Wheelhouse Advisory Group LLC 3 041 −9,79 318 −10,70
2025-08-06 13F Ethos Financial Group, LLC 20 571 5,95 2 149 4,52
2025-08-08 13F Empower Advisory Group, LLC 3 079 −7,45 322 −8,29
2025-08-01 13F Cedar Point Capital Partners, LLC 24 187 −1,50 2 527 −2,39
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-11 13F Pineridge Advisors LLC 1 325 43,09 138 42,27
2025-08-14 13F Horizon Investments, LLC 56 671 −45,98 5 889 −46,48
2025-08-06 13F Nvwm, Llc 4 491 −1,01 469 −1,88
2025-08-12 13F State Farm Mutual Automobile Insurance Co 3 194 334
2025-08-12 13F Wealth Advisors of Iowa, LLC 8 793 −7,31 919 −8,20
2025-07-30 13F Brookstone Capital Management 99 339 12,17 10 379 11,14
2025-08-08 13F TD Capital Management LLC 46 182 1,60 4 825 0,69
2025-07-18 13F TruNorth Capital Management, LLC 31 603 66,46 3 302 64,97
2025-05-14 13F Walleye Trading LLC 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 943 092 −12,64 98 534 −13,43
2025-07-23 13F Somnio Financial Group, LLC 52 099 2,89 5 443 0,89
2025-08-07 13F Traynor Capital Management, Inc. 3 250 −5,52 339 −6,63
2025-08-11 13F Rockbridge Investment Management, LCC 6 874 0,00 718 −0,83
2025-07-22 13F Capital Advisors Inc/ok 2 315 242
2025-08-07 13F Fonville Wealth Management LLC 2 338 −5,46 244 −5,79
2025-08-13 13F Shepherd Financial Partners LLC 2 861 299
2025-07-09 13F Defined Wealth Management, Llc 2 096 1,55 219 0,92
2025-07-10 13F Moller Financial Services 71 699 6,12 7 491 5,17
2025-08-14 13F RMB Capital Management, LLC 7 797 69,87 815 68,53
2025-08-13 13F Philadelphia Trust Co 20 554 0,00 2 0,00
2025-05-15 13F FSA Wealth Management LLC 0 −100,00 0
2025-07-14 13F Farmers & Merchants Investments Inc 1 674 −39,11 175 −39,79
2025-08-05 13F Clarity Wealth Development LLC 2 492 0,00 260 0,00
2025-07-18 13F Consolidated Portfolio Review Corp 3 503 366
2025-08-05 13F Everest Management Corp. 9 245 966
2025-08-11 13F Mill Creek Capital Advisors, LLC 16 496 0,12 1 724 −0,81
2025-07-15 13F Financial Partners Group, Inc 10 709 −23,60 1 119 −24,31
2025-07-28 13F Mutual Advisors, LLC 17 974 −15,61 1 862 −15,94
2025-08-14 13F Susquehanna International Group, Llp Put 406 700 156,11 42 492 153,79
2025-08-14 13F Susquehanna International Group, Llp 298 406 −73,60 31 177 −73,84
2025-08-07 13F W Advisors, Llc 8 654 −2,03 904 −2,90
2025-08-14 13F Susquehanna International Group, Llp Call 350 300 164,78 36 599 162,38
2025-08-07 13F Commerce Bank 321 721 −6,62 33 613 −7,47
2025-07-25 13F Joel Adams & Associates, Inc. 24 082 −20,29 2 516 −21,00
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 709 0,00 74 0,00
2025-07-30 13F Whittier Trust Co Of Nevada Inc 34 218 1,08 3 575 0,17
2025-07-31 13F United Community Bank 13 897 −12,19 1 452 −13,01
2025-08-05 13F Dynasty Wealth Management, Llc 280 593 2,62 29 316 1,69
2025-07-18 13F Martel Wealth Advisors Inc 92 157 −1,89 9 629 −2,78
2025-08-01 13F Schmidt P J Investment Management Inc 4 691 −48,57 490 −49,01
2025-07-15 13F North Star Investment Management Corp. 147 350 16,51 15 395 15,45
2025-08-11 13F Mosaic Advisors LLC 2 334 244
2025-04-14 13F WFA Asset Management Corp 0 −100,00 0
2025-08-14 13F Rock Point Advisors, LLC 5 275 0,00 551 −0,90
2025-07-21 13F Synergy Financial Management, LLC 6 036 631
2025-07-23 13F Cannon Wealth Management Services, LLC 4 321 1,50 451 1,58
2025-05-13 13F Bright Financial Advisors, Inc. 0 −100,00 0
2025-08-07 13F Alliance Wealth Management Group 71 982 −1,37 7 521 −2,27
2025-07-17 13F Sterling Investment Advisors, Ltd. 31 340 18,31 3 274 17,22
2025-07-24 13F Leo Wealth, LLC 2 758 288
2025-07-22 13F DAVENPORT & Co LLC 9 516 −2,10 994 −2,93
2025-07-28 13F Sterling Financial Planning, Inc. 17 278 0,20 1 805 −0,72
2025-08-13 13F Financial Freedom, LLC 4 928 −16,38 515 −17,23
2025-07-31 13F CNB Bank 300 0,00 31 0,00
2025-07-28 13F Innova Wealth Partners 2 870 −1,71 300 −2,61
2025-08-07 13F Brio Consultants, LLC 46 851 2,61 4 895 1,66
2025-08-01 13F Biltmore Family Office, LLC 50 435 −6,42 5 269 −7,27
2025-08-14 13F Goldman Sachs Group Inc 1 180 694 −1,56 123 359 −2,46
2025-07-15 13F Revisor Wealth Management LLC 3 841 −19,64 400 −20,63
2025-08-04 13F Pinnacle Associates Ltd 13 061 15,09 1 365 14,05
2025-07-11 13F/A Umb Bank N A/mo 6 184 308,99 646 306,29
2025-07-31 13F Jackson Hole Capital Partners, LLC 3 0,00 0
2025-08-14 13F Main Street Financial Solutions, LLC 19 303 5,69 2 017 4,73
2025-07-29 13F Salomon & Ludwin, LLC 243 456 2,64 25 412 1,61
2025-07-23 13F Sachetta, LLC 3 620 23,55 378 22,73
2025-07-21 13F AIFG Consultants Ltd. 4 973 −21,75 520 −22,54
2025-07-17 13F LexAurum Advisors, LLC 5 128 94,76 536 93,14
2025-08-11 13F TRUE Private Wealth Advisors 2 803 −13,06 293 −13,86
2025-08-14 13F Operose Advisors LLC 4 487 −46,80 469 −47,36
2025-08-13 13F HAP Trading, LLC Put 200 700 15
2025-08-13 13F HAP Trading, LLC Call 50 400 5
2025-07-22 13F White & Co Financial Planning Inc 15 128 −0,09 1 578 −0,88
2025-08-13 13F HAP Trading, LLC 32 284 3 373
2025-08-07 13F Compass Financial Group, Inc. 11 212 1,99 1 171 1,04
2025-07-15 13F Signet Financial Management, Llc 3 146 329
2025-07-17 13F Altus Wealth Management, LLC 3 755 −5,06 392 −6,00
2025-08-14 13F Sunbelt Securities, Inc. 1 846 −15,48 197 −14,78
2025-08-12 13F Waterloo Capital, L.P. 120 927 29,19 12 634 28,02
2025-08-15 13F Stonebridge Capital Advisors LLC 9 868 −1,50 1 031 −2,37
2025-08-19 13F National Asset Management, Inc. 7 985 −35,67 834 −36,91
2025-07-30 NP FSMUX - Strategic Advisers Municipal Bond Fund 3 026 912 69,77 314 345 63,73
2025-07-25 NP FHYVX - Franklin High Yield Tax-free Income Fund Advisor Class 450 000 12,50 46 732 8,50
2025-08-01 13F First Command Advisory Services, Inc. 230 0,00 24 0,00
2025-08-14 13F Boston Private Wealth Llc 126 098 13 175
2025-07-24 13F Etesian Wealth Advisors, Inc. 11 414 −21,48 1 193 −22,19
2025-04-15 13F Ameliora Wealth Management Ltd. 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 9 817 911 −2,48 1 025 775 −3,37
2025-09-04 13F/A Advisor Group Holdings, Inc. 894 488 47,27 93 623 46,17
2025-07-17 13F Covenant Asset Management, LLC 3 974 0,00 415 −0,95
2025-07-29 13F Riverbend Wealth Management, LLC 2 865 −0,59 299 −1,32
2025-08-05 13F Huntington National Bank 25 001 1,81
2025-08-12 13F Archer Investment Corp 118 0,00 12 0,00
2025-08-14 13F Quartz Partners, LLC 0 −100,00 0
2025-08-06 13F Reston Wealth Management Llc 3 520 −78,17 368 −78,41
2025-07-30 13F Granite Harbor Advisors, Inc. 93 593 10,11 9 779 9,11
2025-07-21 13F Ntv Asset Management Llc 6 816 0,00 712 −0,84
2025-07-09 13F OLIO Financial Planning 4 958 −0,26 518 −1,15
2025-08-11 13F Westover Capital Advisors, LLC 40 702 4 253
2025-07-24 13F Us Bancorp \de\ 7 341 914 34,36 767 087 33,14
2025-07-24 13F Galvin, Gaustad & Stein, LLC 35 870 −11,10 3 748 −11,92
2025-08-14 13F Family Management Corp 0 −100,00 0
2025-07-09 13F Riversedge Advisors, Llc 16 488 −8,48 1 723 −9,32
2025-07-23 13F Prime Capital Investment Advisors, LLC 563 950 −11,52 58 922 −12,33
2025-08-08 13F Truepoint, Inc. 10 622 1 110
2025-08-11 13F Wealthgarden F.s. Llc 4 380 26,99 455 25,07
2025-07-30 13F Fairway Wealth LLC 3 355 −54,64 351 −55,07
2025-08-08 13F Compass Financial Services Inc 6 1
2025-07-10 13F Anderson Hoagland & Co 55 057 5 752
2025-07-22 13F Global Strategic Investment Solutions, LLC 253 598 −47,21 26 496 −47,69
2025-08-11 13F MainStreet Investment Advisors LLC 9 483 1,75 991 0,81
2025-08-14 13F Wells Fargo & Company/mn Call 100 000 10 448
2025-07-16 13F Tassel Capital Management, Inc. 14 879 −52,55 1 555 −52,99
2025-07-17 13F XY Planning Network, Inc. 10 570 1 104
2025-08-11 13F Theory Financial Llc 21 691 12,84 2 253 11,20
2025-07-21 13F Investment Planning Advisors, Inc. 13 483 11,04 1 409 10,00
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 3 110 29,58 325 28,06
2025-07-18 13F Midwest Financial Group LLC 14 286 77,42 1 493 75,94
2025-07-24 13F Trust Co Of Toledo Na /oh/ 1 738 182
2025-08-12 13F O'shaughnessy Asset Management, Llc 295 612 −11,05 30 886 −11,86
2025-07-08 13F Paladin Wealth, LLC 8 287 163,67 866 161,33
2025-08-11 13F PAX Financial Group, LLC 3 869 −3,76 404 −4,49
2025-08-11 13F Bell Investment Advisors, Inc 1 818 −31,60 190 −32,50
2025-08-27 NP HCIMX - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares 125 390 114,56 13 101 112,63
2025-04-21 13F Catalina Capital Group, LLC 0 −100,00 0
2025-07-25 13F Commonwealth Financial Services, LLC 2 249 −46,49 235 −47,18
2025-08-14 13F Integrated Investment Consultants, LLC 4 380 5,29 458 4,34
2025-05-07 13F GLOBALT Investments LLC / GA 0 −100,00 0
2025-08-12 13F FUKOKU MUTUAL LIFE INSURANCE Co 153 000 0,00 15 985 −0,91
2025-07-11 13F Busey Wealth Management 4 011 7,74 419 6,89
2025-07-10 13F Legacy Financial Strategies, LLC 67 419 −0,66 7 044 −1,58
2025-07-03 13F Garde Capital, Inc. 295 787 6,35 30 904 5,38
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 3 712 −7,52 388 −8,51
2025-08-12 13F Founders Financial Alliance, LLC 247 −67,02 26 −67,95
2025-08-14 13F UBS Group AG 2 525 891 −1,72 263 905 −2,62
2025-08-14 13F Ausdal Financial Partners, Inc. 13 165 −13,04 1 375 −13,85
2025-07-29 13F Stephens Inc /ar/ 51 272 10,51 5 357 9,51
2025-08-13 13F Victory Financial Group, Llc 4 503 470
2025-07-18 13F Dogwood Wealth Management LLC 58 649 −3,50 6 107 −4,70
2025-08-05 13F Plante Moran Financial Advisors, LLC 261 003 −11,02 27 270 −11,83
2025-05-05 13F Elyxium Wealth, LLC 0 −100,00 0
2025-07-01 13F Private Client Services, Llc 10 564 21,36 1 104 20,28
2025-08-12 13F Blueprint Financial Advisors LLC 30 598 3 197
2025-08-08 13F Maple Capital Management, Inc. 4 617 −1,70 482 −2,63
2025-07-16 13F Maridea Wealth Management LLC 18 344 −7,76 1 917 −8,59
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-17 13F LifeGoal Wealth Advisors 7 772 −7,52 812 −8,35
2025-08-14 13F Sei Investments Co 4 542 476 −17,92 474 597 −18,67
2025-05-05 13F Lindbrook Capital, Llc 1 400 0,00 148 −1,34
2025-07-14 13F Signature Securities Group Corporation 3 071 2,26 321 1,27
2025-07-02 13F Central Pacific Bank - Trust Division 1 979 0,00 207 −0,96
2025-07-24 13F IFP Advisors, Inc 24 707 72,56 2 581 71,04
2025-08-07 13F Cahill Financial Advisors Inc 9 598 −13,48 1 003 −14,29
2025-08-07 13F Atala Financial Inc 0 −100,00 0
2025-08-01 13F Transcend Wealth Collective, Llc 7 555 96,13 789 94,33
2025-07-25 13F Apollon Financial, LLC 21 166 −29,58 2 211 −30,23
2025-07-15 13F Capstone Capital Wealth Advisors 5 054 −4,35 528 −5,21
2025-04-25 13F Almanack Investment Partners, LLC. 0 −100,00 0
2025-08-15 13F/A Symphony Financial, Ltd. Co. 28 019 1,96 3 044 7,49
2025-07-21 13F Sterling Investment Counsel, LLC 0 −100,00 0
2025-08-11 13F Edgemoor Investment Advisors, Inc. 7 363 −25,35 769 −25,99
2025-07-24 13F Wealthstar Advisors, Llc 14 245 −5,32 1 488 −6,18
2025-07-25 13F Hemington Wealth Management 10 0,00 0
2025-08-12 13F Wealthbridge Capital Management, Llc 3 789 18,04 396 16,86
2025-07-25 13F ONE Advisory Partners, LLC 44 377 46,98 4 595 44,33
2025-08-05 13F Towercrest Capital Management 122 745 0,90 12 824 −0,02
2025-08-11 13F Retirement Capital Strategies 11 165 −11,85 1 167 −12,66
2025-08-12 13F CIBC Private Wealth Group, LLC 217 783 110,16 22 754 114,49
2025-08-11 13F Cozad Asset Management Inc 3 355 0,00 354 0,00
2025-08-05 13F Wakefield Asset Management LLLP 9 351 3,70 977 2,74
2025-07-09 13F Lineweaver Wealth Advisors, LLC 17 144 11,01 1 791 10,01
2025-07-21 13F DHJJ Financial Advisors, Ltd. 2 0,00 0
2025-08-14 13F Cardiff Park Advisors, Llc 2 523 0,48 264 −0,38
2025-08-06 13F Csenge Advisory Group 25 138 −15,28 2 611 −15,07
2025-08-06 13F AE Wealth Management LLC 356 712 2,38 37 269 1,45
2025-08-13 13F Hsbc Holdings Plc 346 711 1,77 36 224 0,84
2025-08-14 13F Kovitz Investment Group Partners, LLC 196 919 140,09 20 574 137,90
2025-08-07 13F Prairieview Wealth Partners, Llc 87 096 9 100
2025-07-15 13F RTD Financial Advisors, Inc. 183 363 −8,05 19 158 −8,89
2025-07-17 13F Tritonpoint Wealth, Llc 4 919 −8,31 514 −9,20
2025-08-14 13F Strive Asset Management, LLC 33 581 15,39 3 509 14,34
2025-08-14 13F FC Advisory LLC 13 620 −27,71 1 423 −28,35
2025-08-18 13F Wolverine Trading, Llc Put 208 600 167,44 21 761 165,25
2025-08-05 13F McGinn Investment Management, Inc. 3 213 −32,78 0
2025-08-18 13F Wolverine Trading, Llc Call 171 400 237,40 17 880 234,64
2025-04-23 13F International Assets Investment Management, Llc 0 −100,00 0 −100,00
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-07-22 13F Financial Insights, Inc. 31 575 −0,20 3 299 −1,14
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 78 475 4,30 8 184 3,39
2025-08-27 13F/A Brinker Capital Investments, LLC 688 042 21,49 71 887 20,38
2025-07-15 13F Signal Tree Financial Partners Llc 21 776 −31,63 2 275 −32,25
2025-08-07 13F Curtis Advisory Group, LLC 0 −100,00 0
2025-08-01 13F Motco 726 0,00 75 −1,32
2025-08-11 13F Wescott Financial Advisory Group, LLC 3 945 −29,89 412 −30,52
2025-07-28 13F RFG Advisory, LLC 37 414 −22,41 3 909 −23,11
2025-08-06 13F Aspect Partners, LLC 102 11
2025-08-14 13F Leisure Capital Management 3 111 0,00 325 −0,91
2025-07-08 13F Gradient Investments LLC 127 921 96,73 13 365 94,94
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 0 0
2025-08-18 13F Wolverine Trading, Llc 75 595 99,73 7 886 98,09
2025-07-23 13F Columbus Macro, LLC 1 957 204
2025-08-14 13F/A Skopos Labs, Inc. 1 706 29,34 178 28,06
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 9 668 33,91 1 010 33,07
2025-07-29 13F Interactive Financial Advisors 3 390 −1,63 354 −2,48
2025-08-12 13F One Charles Private Wealth Services, LLC 2 550 −7,58 266 −8,28
2025-07-15 13F James J. Burns & Company, LLC 7 352 −64,80 768 −65,12
2025-08-07 13F CENTRAL TRUST Co 2 174 920,66 227 931,82
2025-07-18 13F Precision Wealth Strategies, LLC 23 099 2 413
2025-07-17 13F Keystone Global Partners, LLC 15 −87,80 2 −91,67
2025-07-21 13F Vaughan Nelson Investment Management, L.p. 3 900 −0,38 407
2025-08-13 13F SageView Advisory Group, LLC 287 523 8,13 29 796 6,27
2025-08-14 13F State Of Wisconsin Investment Board 607 800 0,00 63 503 −0,91
2025-08-13 13F ASB Consultores, LLC 1 944 −74,37 203 −74,59
2025-07-17 13F Kelly Financial Services LLC 6 824 166,67 713 164,68
2025-07-08 13F Granite Bay Wealth Management, LLC 0 −100,00 0
2025-08-11 13F Sofi Wealth, Llc 658 127 5,95 68 761 4,98
2025-08-12 13F Jpmorgan Chase & Co 4 335 211 −54,47 452 943 −54,89
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 697 556 −13,04 72 881 −13,83
2025-07-31 13F Hoge Financial Services, Llc 24 209 −0,64 2 529 −1,52
2025-08-11 13F Cornerstone Planning Group LLC 1 018 −70,81 106 −70,56
2025-07-23 13F Dohj, Llc 305 284 −4,06 31 594 −5,84
2025-07-29 13F Crux Wealth Advisors 5 557 30,57 581 29,46
2025-07-09 13F Hummer Financial Advisory Services Inc 5 000 0,00 522 −0,95
2025-08-06 13F First Horizon Advisors, Inc. 91 974 −2,87 9 610 −3,76
2025-08-07 13F Tilson Financial Group, Inc. 53 930 67,07 6 66,67
2025-08-28 NP ELM - Elm Market Navigator ETF 900 −98,88 94 −98,89
2025-07-08 13F Ehrlich Financial Group 8 477 −2,90 886 −3,80
2025-07-18 13F Truist Financial Corp 902 647 −1,36 94 309 −2,26
2025-08-12 13F AlphaCore Capital LLC 15 077 1 077,89 1 575 1 075,37
2025-08-15 13F Blue Chip Partners, Inc. 4 672 −98,20 488 −98,22
2025-07-21 13F Atwater Malick LLC 2 094 0,00 219 −0,91
2025-07-17 13F Asio Capital, LLC 79 285 −62,05 8 284 −62,40
2025-07-11 13F Trinity Wealth Management, LLC 29 577 −48,91 3 090 −49,37
2025-08-11 13F CFS Investment Advisory Services, LLC 31 363 −8,64 3 0,00
2025-08-13 13F Capital Advisors Wealth Management, LLC 45 843 20,03 4 790 18,95
2025-07-15 13F Palumbo Wealth Management LLC 3 345 −23,21 350 −23,97
2025-08-14 13F Lebenthal Global Advisors, LLC 166 003 −5,07 17 344 −5,93
2025-08-14 13F Hurley Capital, LLC 173 0,58 18 0,00
2025-07-25 13F RHS Financial, LLC 0 −100,00 0
2025-08-14 13F Coastal Bridge Advisors, LLC 2 078 0,10 217 −0,46
2025-05-08 13F Marshall Investment Management, Llc 0 0
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 7 614 −27,34 796 −27,99
2025-07-10 13F Waypoint Wealth Partners Inc. 4 506 0,00 471 −1,05
2025-08-12 13F Richmond Investment Services, LLC 6 941 725
2025-08-12 13F Journey Strategic Wealth Llc 22 769 44,91 2 379 43,60
2025-08-13 13F StoneX Group Inc. 11 289 82,73 1 179 81,11
2025-08-13 13F Jones Financial Companies Lllp 1 962 716 29,90 204 820 28,78
2025-07-31 13F Opus Capital Group, LLC 42 433 −46,29 4 −50,00
2025-05-13 13F Watts Gwilliam & Co., LLC 2 792 −25,25 294 −25,94
2025-08-13 13F Continuum Advisory, LLC 5 840 −21,75 610 −22,39
2025-07-17 13F K2 Financial Inc. 45 635 −7,21 4 730 −6,60
2025-08-06 13F Grey Fox Wealth Advisors, LLC 17 556 −25,10 1 834 −25,78
2025-08-08 13F Advyzon Investment Management, LLC 35 077 144,71 3 665 142,49
2025-07-17 13F Astoria Strategic Wealth, Inc. 73 334 18,93 7 662 17,84
2025-08-14 13F Sterling Wealth Management, Inc. 0 −100,00 0
2025-08-11 13F CBIZ Investment Advisory Services, LLC 73 −87,63 8 −88,71
2025-07-17 13F Vermillion Wealth Management, Inc. 33 1 000,00 3
2025-07-10 13F Affiance Financial, LLC 7 259 7,22 758 6,31
2025-07-31 13F Oppenheimer & Co Inc 13 105 7,24 1 369 6,29
2025-07-09 13F Breakwater Investment Management 10 807 −9,58 1 129 −10,40
2025-07-16 13F Register Financial Advisors LLC 336 0,00 35 0,00
2025-07-16 13F Signaturefd, Llc 1 246 713 2,33 130 257 1,40
2025-08-14 13F Snowden Capital Advisors LLC 24 569 −0,19 2 567 −1,08
2025-08-08 13F Client First Capital LLC 23 079 0,00 2 411 −0,90
2025-07-23 13F Venturi Wealth Management, LLC 24 746 0,00 2 585 −0,92
2025-08-08 13F Croban 17 746 5,74 1 854 4,80
2025-08-14 13F Fortress Financial Group, Llc 2 270 0,00 237 −0,84
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