SCHA - Schwab Strategic Trust - Schwab U.S. Small-Cap ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
US ˙ ARCA ˙ US8085246077

Grundläggande statistik
Institutionella ägare 1168 total, 1168 long only, 0 short only, 0 long/short - change of −0,26% MRQ
Genomsnittlig portföljallokering 0.5357 % - change of −0,67% MRQ
Institutionella aktier (lång) 260 351 913 (ex 13D/G) - change of 28,13MM shares 12,11% MRQ
Institutionellt värde (lång) $ 6 411 648 USD ($1000)
Institutionellt ägande och aktieägare

Schwab Strategic Trust - Schwab U.S. Small-Cap ETF (US:SCHA) har 1168 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 260,351,913 aktier. Största aktieägare inkluderar Empower Advisory Group, LLC, Bank Of America Corp /de/, Sei Investments Co, Financial Engines Advisors L.L.C., Northwestern Mutual Wealth Management Co, Creative Planning, Wealth Enhancement Advisory Services, Llc, Cerity Partners LLC, UBS Group AG, and Advisory Alpha, LLC .

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

The share price as of September 12, 2025 is 27,70 / share. Previously, on September 16, 2024, the share price was 25,29 / share. This represents an increase of 9,53% over that period.

SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

Institutionell sälj/köp-kvot

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

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

SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-14 13F Keystone Financial Services, LLC 12 986 12,99 329 21,93
2025-08-11 13F Diversified Portfolios, Inc. 8 078 −39,19 204 −34,41
2025-07-09 13F Lincoln Capital Corp 8 464 214
2025-07-31 13F Curio Wealth, Llc 10 996 366 433,33 278 −2,11
2025-08-06 13F Columbia River Financial Group, LLC 0 −100,00 0
2025-07-30 13F Evermay Wealth Management Llc 21 012 −21,18 532 −14,90
2025-08-13 13F Crescent Grove Advisors, LLC 10 540 0,00 267 8,13
2025-07-11 13F Farther Finance Advisors, LLC 91 844 −17,73 2 324 −11,37
2025-07-28 13F Essex LLC 383 537 0,22 9 703 8,22
2025-08-06 13F Round Rock Advisors, LLC 11 736 0,20 297 8,03
2025-08-05 13F Marshall Financial Group Inc /adv 729 019 −2,34 18 444 5,45
2025-07-25 13F We Are One Seven, LLC 0 −100,00 0
2025-08-12 13F JMG Financial Group, Ltd. 47 817 −0,94 1 210 6,99
2025-08-14 13F Hrt Financial Lp 29 985 1
2025-07-11 13F Skyline Advisors, Inc. 0 −100,00 0
2025-07-30 13F St. Johns Investment Management Company, LLC 418 282 3,20 10 583 11,44
2025-08-13 13F Providence Capital Advisors, LLC 482 12
2025-07-09 13F Breakwater Investment Management 1 404 −77,01 36 −75,52
2025-07-15 13F Pine Haven Investment Counsel, Inc 15 920 −2,45 403 5,24
2025-08-13 13F EverSource Wealth Advisors, LLC 9 978 1 476,30 252 1 700,00
2025-05-23 13F Strategic Financial Services, Inc, 0 −100,00 0
2025-07-10 13F Family Legacy Financial Solutions, LLC 190 269 4 814
2025-07-28 13F Hamilton Point Investment Advisors, LLC 1 064 0,00 27 8,33
2025-08-14 13F Broadleaf Partners, LLC 130 501 8,62 3 302 17,26
2025-05-02 13F Capital A Wealth Management, LLC 192 −94,17 4 −95,29
2025-07-15 13F Patriot Investment Management Inc. 317 695 −0,50 8 038 7,43
2025-07-30 13F Pittenger & Anderson Inc 144 660 −1,02 3 660 6,86
2025-07-08 13F Parallel Advisors, LLC 49 078 1,75 1 242 9,82
2025-07-31 13F Richards, Merrill & Peterson, Inc. 4 530 0,00 115 7,55
2025-08-14 13F Raymond James Financial Inc 691 657 −5,05 17 499 2,53
2025-07-10 13F CWC Advisors, LLC. 19 626 −0,25 497 7,59
2025-08-12 13F Steward Partners Investment Advisory, Llc 7 644 −0,26 193 7,82
2025-07-09 13F Bowman & Co S.C. 0 −100,00 0
2025-07-17 13F Vermillion Wealth Management, Inc. 11 643 −11,46 295 −4,55
2025-08-12 13F Planning Alternatives Ltd /adv 14 675 −0,44 371 7,54
2025-07-30 13F Avidian Wealth Solutions, LLC 77 734 −64,85 1 967 −62,05
2025-07-23 13F RMG Wealth Management LLC 1 378 321 36 040
2025-07-31 13F CVA Family Office, LLC 28 853 7,02 730 15,53
2025-07-14 13F UMA Financial Services, Inc. 13 517 0,21 342 7,91
2025-07-29 13F Yoffe Investment Management, LLC 26 537 0,00 671 8,05
2025-08-12 13F Fca Corp /tx 16 944 −10,04 429 −2,95
2025-08-15 13F Nikulski Financial, Inc. 191 864 6,07 4 854 14,54
2025-07-22 13F Asset Planning Services Inc /la/ /adv 28 425 −6,26 1
2025-08-04 13F Hantz Financial Services, Inc. 1 137 111,73 0
2025-08-11 13F CBIZ Investment Advisory Services, LLC 1 588 0,00 40 8,11
2025-07-09 13F Krilogy Financial LLC 54 933 −11,97 1 390 −4,99
2025-08-14 13F Kovitz Investment Group Partners, LLC 101 411 420,06 2 566 462,50
2025-08-11 13F Private Advisor Group, LLC 156 807 −5,98 3 967 1,54
2025-08-04 13F Center for Financial Planning, Inc. 0 −100,00 0
2025-07-17 13F Clear Point Advisors Inc. 34 510 −3,70 873 4,05
2025-07-10 13F Bigelow Investment Advisors, LLC 21 503 −0,02 544 8,15
2025-08-12 13F Athena Investment Management 320 575 −0,01 8 111 7,97
2025-08-14 13F Toroso Investments, LLC 489 345 12 380
2025-08-13 13F StoneX Group Inc. 36 873 8,61 933 17,23
2025-08-14 13F GWM Advisors LLC 188 522 −3,58 4 770 4,10
2025-07-24 13F Costello Asset Management, INC 2 949 0,07 75 7,25
2025-08-15 13F Keel Point, LLC 17 454 −6,36 442 1,15
2025-04-29 13F Riggs Asset Managment Co. Inc. 0 −100,00 0
2025-07-15 13F Marquette Asset Management, LLC 255 541 0,00 6 465 7,98
2025-08-07 13F Commerce Bank 0 −100,00 0
2025-08-13 13F Kilter Group LLC 629 16
2025-07-11 13F Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group 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 0 −100,00 0
2025-08-11 13F Berkeley, Inc 18 559 −0,84 470 7,08
2025-08-14 13F Aqr Capital Management Llc 125 548 14,34 3 176 23,48
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 109 465 −2,40 28 070 5,39
2025-07-14 13F CRA Financial Services, LLC 67 948 1,40 1 719 9,49
2025-08-05 13F Scarborough Advisors, LLC 0 −100,00 0
2025-08-07 13F BOK Financial Private Wealth, Inc. 6 402 −18,23 162 −12,02
2025-08-04 13F Leeward Financial Partners, LLC 8 465 214
2025-08-06 13F Csenge Advisory Group 109 984 9,38 2 657 21,05
2025-07-22 13F Team Financial Group, LLC 375 9
2025-07-30 13F Advantage Trust Co 8 820 175,62 223 201,35
2025-07-30 13F Klingenstein Fields & Co Lp 1 144 969 −4,55 28 968 3,07
2025-07-15 13F Family Investment Center, Inc. 32 408 −12,90 820 −5,97
2025-07-08 13F Twele Capital Management, Inc. 31 989 2,70 809 10,97
2025-07-29 13F BKD Wealth Advisors, LLC 12 691 −1,78 321 6,29
2025-07-11 13F/A Umb Bank N A/mo 2 600 0,00 66 8,33
2025-08-06 13F North Capital, Inc. 124 0,00 3 50,00
2025-07-21 13F Trellis Wealth Advisors LLC 17 416 0,00 441 7,84
2025-07-29 13F Clearview Wealth Advisors LLC 33 432 3,66 846 11,92
2025-08-13 13F Virtue Capital Management, LLC 41 407 6,61 1 048 15,05
2025-07-15 13F Evanson Asset Management, LLC 20 131 0,28 509 8,30
2025-08-11 13F Somerset Group LLC 12 154 0,00 307 8,10
2025-07-24 13F Mainstay Capital Management Llc /adv 19 388 94,46 491 110,30
2025-07-28 13F Frazier Financial Advisors, LLC 1 038 3,59 26 13,04
2025-07-08 13F RMR Wealth Builders 13 317 337
2025-07-31 13F CNB Bank 0 −100,00 0
2025-08-14 13F Comerica Bank 80 524 −7,38 2 037 0,05
2025-08-08 13F Creative Planning 4 689 773 3,08 118 651 11,31
2025-08-14 13F/A Rockefeller Capital Management L.P. 195 239 0,19 4 940 8,19
2025-07-14 13F Matrix Trust Co 539 098 1,29 14 8,33
2025-07-31 13F Topsail Wealth Management, LLC 7 409 0,00 187 8,09
2025-07-15 13F McAdam, LLC 89 719 4,68 2 270 13,00
2025-08-04 13F Pensionmark Financial Group, Llc 67 618 135,34 1 711 154,09
2025-07-10 13F Triangle Securities Wealth Management 114 768 10,01 2 904 18,78
2025-07-24 13F Cross Staff Investments Inc 9 811 0,01 248 8,30
2025-07-25 13F Pathway Financial Advisors LLC 13 427 340
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-08-04 13F HBK Sorce Advisory LLC 99 876 −1,81 2 527 6,00
2025-08-25 NP SWYGX - Schwab Target 2040 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 292 420 8,57 57 998 17,23
2025-08-04 13F NWK Group, Inc. 278 0,00 7 16,67
2025-07-25 13F Community Bank, N.A. 127 064 −6,51 3 213 0,91
2025-07-17 13F Charles Schwab Trust Co 697 105 1,34 17 637 9,43
2025-07-31 13F CAP Partners, LLC 22 962 −11,42 581 −4,45
2025-08-13 13F Jones Financial Companies Lllp 1 213 909 23,24 30 683 32,74
2025-04-25 13F Journey Beyond Wealth, LLC 0 −100,00 0
2025-07-22 13F SOL Capital Management CO 12 395 24,21 0
2025-07-29 13F Lutz Financial Services LLC 416 181 25,29 10 529 35,30
2025-04-23 13F Williams Financial, LLC 0 −100,00 0
2025-07-16 13F Beaumont Financial Advisors, LLC 18 718 −5,90 474 1,50
2025-07-29 13F FLC Capital Advisors 0 −100,00 0
2025-07-07 13F Roxbury Financial LLC 676 17
2025-07-11 13F CX Institutional 0 −100,00 0
2025-05-13 13F EPG Wealth Management LLC 0 −100,00 0 −100,00
2025-07-22 13F Valley National Advisers Inc 126 124 −13,61 3 0,00
2025-08-08 13F Emerald Investment Partners, Llc 106 246 −0,97 2 688 6,96
2025-08-05 13F Integrity Financial Corp /WA 1 576 0,00 40 8,33
2025-07-25 13F Genesee Capital Advisors, LLC 14 303 0,33 362 8,08
2025-08-13 13F Certior Financial Group, Llc 149 263 13,12 3 776 22,16
2025-07-30 13F Smith Thornton Advisors LLC 101 946 2,09 2 579 10,26
2025-07-25 13F Hemington Wealth Management 292 0,00 0
2025-07-31 13F Moser Wealth Advisors, LLC 526 13
2025-08-07 13F Summit Asset Management, LLC 40 119 1,73 1 015 9,85
2025-07-29 13F Ifrah Financial Services, Inc. 40 453 −0,36 1 023 7,57
2025-07-30 13F Principle Wealth Partners Llc 15 477 0,00 392 8,01
2025-08-07 13F Resources Investment Advisors, LLC. 407 961 −6,93 10 321 0,50
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 18 665 −2,90 472 4,89
2025-08-13 13F Capital Advisors Wealth Management, LLC 0 −100,00 0
2025-07-25 13F Tranquility Partners, LLC 16 847 −1,99 426 5,97
2025-07-28 13F ForthRight Wealth Management, LLC 916 117 9,22 23 178 17,93
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 44 843 0,00 1 051 0,00
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 49 729 1 258
2025-08-14 13F C M Bidwell & Associates Ltd 96 707 5,09 2 447 13,45
2025-08-25 NP SWYDX - Schwab Target 2025 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 437 500 4,37 11 069 12,70
2025-08-11 13F HighTower Advisors, LLC 2 888 753 3,85 73 085 12,14
2025-07-14 13F S.A. Mason LLC 36 349 0,95 920 9,02
2025-07-23 13F LifeSteps Financial, Inc. 11 837 22,06 299 31,72
2025-08-06 13F Legacy Bridge, LLC 22 960 0,00 581 8,01
2025-08-13 13F Per Stirling Capital Management, LLC. 61 085 12,34 1 545 21,27
2025-07-15 13F Jeppson Wealth Management, Llc 14 792 −1,75 374 6,25
2025-07-23 13F MADDEN SECURITIES Corp 91 831 0,55 2 323 8,60
2025-07-29 13F Madison Wealth Partners, Inc 8 584 0,06 217 7,96
2025-07-08 13F Zrc Wealth Management, Llc 37 915 1,78 959 9,98
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 31 602 −1,50 800 6,39
2025-07-15 13F Sightline Wealth Advisors, LLC 388 420 2,10 9 827 10,25
2025-08-14 13F Summit Trail Advisors, Llc 13 242 335
2025-08-05 13F Code Waechter LLC 90 079 −5,94 2 279 113 800,00
2025-08-14 13F Money Concepts Capital Corp 24 497 6,70 620 15,27
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-07-10 13F Focus Financial Network, Inc. 431 489 5,18 10 917 13,58
2025-07-16 13F Paragon Capital Management Ltd 9 626 0,00 244 8,00
2025-07-18 13F Lynx Investment Advisory 19 614 9,65 496 18,38
2025-08-14 13F Synovus Financial Corp 28 570 0,13 723 8,23
2025-07-14 13F/A Seek First Inc. 51 396 −1,60 1 300 6,30
2025-07-17 13F HCR Wealth Advisors 12 389 0,02 313 7,93
2025-08-08 13F Sawgrass Asset Management Llc 8 596 −2,55 217 5,34
2025-08-11 13F Aspen Investment Management Inc 79 769 3,46 2 100,00
2025-07-09 13F High Probability Advisors, LLC 8 840 0,00 224 7,73
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-18 13F Victrix Investment Advisors 220 297 −3,18 5 574 8,51
2025-07-16 13F Colton Groome Financial Advisors, Llc 8 311 210
2025-08-08 13F Pinney & Scofield, Inc. 1 925 0,16 49 6,67
2025-08-08 13F Cetera Investment Advisers 997 761 9,08 25 243 17,79
2025-08-06 13F First Horizon Advisors, Inc. 2 410 −6,91 61 0,00
2025-08-08 13F Altfest L J & Co Inc 23 888 7,69 604 16,38
2025-08-15 13F Equitable Holdings, Inc. 85 403 5,40 2 161 13,80
2025-07-30 13F Black Diamond Financial, LLC 257 390 −4,92 6 512 2,66
2025-08-12 13F Quadcap Wealth Management, LLC 15 656 0,00 396 8,20
2025-08-11 13F Bradley Foster & Sargent Inc/ct 15 510 392
2025-05-09 13F Investment Counsel Co Of Nevada 0 −100,00 0
2025-07-18 13F SOA Wealth Advisors, LLC. 640 0,00 16 14,29
2025-07-11 13F Adirondack Trust Co 524 0,00 13 8,33
2025-07-30 13F Clune & Associates, Ltd. 10 165 0,96 257 9,36
2025-08-05 13F Sunburst Financial Group, LLC 99 569 −0,91 2 519 7,01
2025-08-07 13F Meeder Advisory Services, Inc. 213 419 −0,61 5 399 7,31
2025-08-07 13F CENTRAL TRUST Co 3 428 0,82 87 8,86
2025-08-12 13F O'shaughnessy Asset Management, Llc 139 941 −17,33 3 541 −10,74
2025-07-18 13F First Pacific Financial 6 781 23,20 172 33,59
2025-07-23 13F Richardson Capital Management LLC 6 804 0,32 172 8,86
2025-08-06 13F Bensler, LLC 64 644 −19,64 1 635 −13,22
2025-07-31 13F Blue Sky Capital Consultants Group, Inc. 27 781 −4,36 703 3,24
2025-07-31 13F/A Avion Wealth 4 077 56,33 0
2025-08-04 13F Assetmark, Inc 5 007 67,46 127 80,00
2025-08-06 13F Valued Wealth Advisors LLC 558 0,00 14 7,69
2025-07-08 13F FF Advisors,LLC 144 123 1,17 3 646 10,18
2025-07-10 13F Tompkins Financial Corp 52 0,00 1 0,00
2025-07-21 13F Fortis Capital Advisors, LLC 15 615 −4,55 395 3,13
2025-08-12 13F Heritage Trust Co 14 329 −16,69 363 −9,95
2025-08-14 13F UBS Group AG 3 825 354 −1,24 96 781 6,64
2025-08-28 13F Midwestern Financial, LLC /IA 44 517 1 126
2025-08-25 NP SWB1Z - Schwab VIT Balanced Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 93 690 4,29 2 370 12,64
2025-07-22 13F Old National Bancorp /in/ 709 035 11,99 17 939 20,92
2025-08-14 13F/A Barclays Plc 1 072 0,00 0
2025-04-29 13F Callan Capital, LLC 94 156 0,00 2 206 −9,37
2025-08-12 13F AlphaCore Capital LLC 116 848 261,40 2 956 290,49
2025-07-01 13F Burkett Financial Services, Llc 25 057 −3,64 634 3,94
2025-07-31 13F BIP Wealth, LLC 14 932 −10,66 378 −3,58
2025-08-01 13F Facet Wealth, Inc. 25 739 2,37 663 12,78
2025-07-15 13F Alpha Omega Wealth Management LLC 104 383 1,04 2 641 9,09
2025-08-14 13F Hurley Capital, LLC 4 495 0,07 114 7,62
2025-08-11 13F Bell Investment Advisors, Inc 248 828 −3,67 6 295 4,02
2025-07-29 13F May Barnhard Investments LLC 196 417 −5,97 4 969 1,53
2025-07-25 13F FIDELIS iM, LLC 734 894 0,82 18 593 109 264,71
2025-07-17 13F Stone Point Wealth LLC 20 529 32,09 519 42,58
2025-08-04 13F Econ Financial Services Corp 41 398 3,27 1 047 11,50
2025-08-12 13F Long Island Wealth Management, Inc. 31 044 15,31 785 24,60
2025-08-11 13F Addison Capital Co 18 471 0,01 467 8,10
2025-08-12 13F Calton & Associates, Inc. 18 184 −43,84 460 −39,31
2025-07-22 13F Appleton Partners Inc/ma 441 378 −1,61 11 10,00
2025-07-18 13F Powers Advisory Group, LLC 186 476 3,18 4 718 11,41
2025-07-14 13F Lighthouse Wealth Management Inc. 149 392 −4,36 3 780 3,28
2025-08-14 13F Jane Street Group, Llc 12 450 −66,34 315 −63,74
2025-08-11 13F Dorsey & Whitney Trust CO LLC 35 600 0,00 901 7,91
2025-08-12 13F Intellus Advisors LLC 48 232 2,84 1 220 11,11
2025-07-09 13F Hardin Capital Partners, LLC 16 240 0,17 415 9,23
2025-08-15 13F Tower Research Capital LLC (TRC) 576 440 481,64 14 584 528,04
2025-07-09 13F Mirador Capital Partners LP 14 438 −0,55 365 7,35
2025-08-15 13F Cooksen Wealth, LLC 20 630 54,40 522 −20,70
2025-08-14 13F Diversify Advisory Services, LLC 21 563 7,65 569 23,97
2025-08-05 13F LTG Capital LLC 64 885 1,29 1 642 9,40
2025-07-25 13F Index Fund Advisors, Inc. 34 285 0,29 867 8,38
2025-07-08 13F Apella Capital, LLC 10 962 0,02 282 15,57
2025-07-25 13F JustInvest LLC 50 678 0,00 1 282 8,00
2025-07-29 13F Financial Advisors, LLC 62 833 0,04 1 590 8,02
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 216 933 −12,18 5 488 −5,17
2025-08-25 NP SWYEX - Schwab Target 2030 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 513 244 7,27 38 285 15,83
2025-08-15 13F Morgan Stanley 1 912 202 −1,18 48 379 6,71
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-08-08 13F Smithfield Trust Co 3 646 0,00 0
2025-07-24 NP ATACX - ATAC Rotation Fund Investor Class Shares 489 345 −1,63 11 823 −15,72
2025-07-31 13F Ballast Advisors Llc 186 387 −2,66 4 716 5,10
2025-07-17 13F Hengehold Capital Management Llc 28 895 −18,30 731 −11,71
2025-08-01 13F Planning Directions Inc 13 865 −31,79 351 −26,47
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 0 −100,00 0
2025-08-14 13F DHK Financial Advisors, Inc. 14 273 −14,16 361 −7,20
2025-07-25 13F St. Louis Trust Co 480 606 26,95 12 159 37,08
2025-08-13 13F Marshall Wace, Llp 0 −100,00 0
2025-08-12 13F Asset Management Group, Inc. 254 871 −5,32 6 448 2,25
2025-08-05 13F Dunhill Financial, LLC 430 0,00 11 0,00
2025-04-03 13F First Hawaiian Bank 15 480 0,00 363 −9,50
2025-08-04 13F Joseph P. Lucia & Associates, LLC 87 844 −6,51 2 222 0,95
2025-07-14 13F Pacifica Partners Inc. 648 −35,07 16 −27,27
2025-08-06 13F ETF Store, Inc. 11 738 3,58 297 11,70
2025-07-08 13F Legacy Private Trust Co. 8 696 220
2025-07-21 13F Sage Financial Management Group, Inc. 77 293 −8,02 2 0,00
2025-08-08 13F Islay Capital Management, Llc 900 0,00 23 4,76
2025-08-14 13F McIlrath & Eck, LLC 1 616 −33,50 41 −28,57
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 8 800 −8,33 223 −0,89
2025-08-12 13F Horizon Financial Services, Llc 242 681 −3,74 6 140 3,93
2025-08-14 13F Citadel Advisors Llc Call 8 400 −43,24 213 −38,73
2025-08-11 13F Hopwood Financial Services, Inc. 496 0,00 13 9,09
2025-08-14 13F Citadel Advisors Llc 77 824 277 842,86 1 969
2025-05-12 13F Maia Wealth LLC 0 −100,00 0
2025-07-09 13F First Financial Corp /in/ 596 0,00 15 15,38
2025-07-16 13F Kathmere Capital Management, LLC 11 755 8,35 297 16,93
2025-08-13 13F Northern Trust Corp 36 823 61,46 932 74,34
2025-08-13 13F Van Hulzen Asset Management, LLC 11 489 4,81 291 13,28
2025-07-17 13F Luminvest Wealth Management LLC 25 544 −1,99 646 5,90
2025-08-05 13F Sensible Money, LLC 118 912 0,08 3 008 8,08
2025-08-12 13F Coldstream Capital Management Inc 61 768 −7,44 1 563 −0,06
2025-07-18 13F TPG Advisors LLC 45 261 −1,84 1 145 6,02
2025-07-15 13F Missouri Trust & Investment Co 393 084 0,92 9 945 8,99
2025-08-06 13F Fairway Financial, LLC 14 137 4,45 358 12,62
2025-07-10 13F Selective Wealth Management, Inc. 10 610 −0,47 277 20,43
2025-08-11 13F Delta Asset Management Llc/tn 188 0,00 5 0,00
2025-08-07 13F Allworth Financial LP 231 612 −2,16 5 860 8,76
2025-07-15 13F Armis Advisers, LLC 10 709 −8,52 278 3,75
2025-08-11 13F Regal Investment Advisors LLC 0 −100,00 0
2025-07-15 13F Forte Capital Llc /adv 23 768 4,32 601 12,76
2025-07-30 13F Whittier Trust Co 316 464 2,52 8 003 10,66
2025-08-13 13F Capital Analysts, Inc. 174 377 204,26 4 300,00
2025-08-14 13F TCG Advisory Services, LLC 18 148 −6,64 459 0,88
2025-08-04 13F MeadowBrook Investment Advisors LLC 16 481 0,00 417 7,77
2025-08-08 13F Pioneer Trust Bank N A/or 0 −100,00 0
2025-08-06 13F Outfitter Financial LLC 134 951 0,77 3 414 8,83
2025-08-14 13F Benjamin Edwards Inc 17 062 0,06 432 8,02
2025-05-13 13F Adams Wealth Management 161 992 8,86 3 795 −1,38
2025-07-18 13F RKL Wealth Management LLC 594 508 −9,38 15 041 −2,15
2025-07-28 13F Compass Advisory Group LLC 76 396 18,91 1 933 28,37
2025-08-12 13F Change Path, LLC 14 818 −0,52 375 7,16
2025-08-14 13F Wetherby Asset Management Inc 8 713 −18,30 220 −20,00
2025-07-22 13F Diligent Investors, LLC 134 442 −4,71 3 401 2,90
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-07-17 13F Independence Bank of Kentucky 726 0,00 18 5,88
2025-08-01 13F Oarsman Capital, Inc. 33 341 −10,17 844 −2,99
2025-07-25 13F Sovereign Financial Group, Inc. 21 148 21,80 535 31,77
2025-08-26 13F Nautilus Advisors LLC 24 458 0,41 619 8,42
2025-08-14 13F Wilkins Miller Wealth Management, LLC 175 775 −4,80 4 447 2,80
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 4 652 197 67,19 121 329 86,10
2025-07-30 13F Exencial Wealth Advisors, Llc 59 973 0,18 1 517 8,20
2025-08-13 13F Cerity Partners LLC 3 890 531 −18,67 98 430 −12,18
2025-04-10 13F Floyd Financial Group Llc 0 −100,00 0
2025-08-25 13F/A Promus Capital, LLC 2 700 0,00 68 7,94
2025-07-08 13F First National Corp /ma/ /adv 575 874 5,12 14 570 13,51
2025-07-09 13F Heritage Wealth Architects, Inc. 15 612 395
2025-04-28 13F Sebold Capital Management, Inc. 0 −100,00 0
2025-08-07 13F Vise Technologies, Inc. 86 087 66,48 2 178 62,90
2025-08-08 13F Accredited Investors Inc. 0 −100,00 0
2025-08-12 13F Cooper/haims Advisors, Llc 50 352 −0,03 1 274 7,88
2025-08-13 13F Elios Financial Group Inc. 8 911 225
2025-07-22 13F Grimes & Company, Inc. 53 170 −20,95 1 345 −14,60
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 9 104 −24,88 230 −18,73
2025-05-12 13F JFG Wealth Management, LLC 0 −100,00 0
2025-07-10 13F Signal Advisors Wealth, LLC 17 039 −83,70 431 −82,39
2025-07-16 13F Gradient Capital Advisors, LLC 43 502 8,45 1 101 17,15
2025-07-30 13F Phillips Financial Management, Llc 116 583 2,20 2 950 10,37
2025-08-14 13F Diversify Wealth Management, Llc 309 945 0,60 8 186 15,77
2025-08-05 13F GPS Wealth Strategies Group, LLC 369 0,27 9 12,50
2025-04-17 13F Foster Victor Wealth Advisors, LLC 0 −100,00 0
2025-08-01 13F Delta Investment Management, LLC 10 974 0,01 278 7,78
2025-07-14 13F GAMMA Investing LLC 532 0,00 13 8,33
2025-08-13 13F Beacon Pointe Advisors, LLC 818 622 −4,34 20 711 3,29
2025-07-29 13F Curbstone Financial Management Corp 317 292 −8,15 8 027 −0,82
2025-07-17 13F Tempus Wealth Planning, LLC 37 587 6,94 951 15,43
2025-07-18 13F PFG Investments, LLC 20 877 22,80 528 32,66
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-07-23 13F Armbruster Capital Management, Inc. 21 930 0,00 555 7,99
2025-07-10 13F Envision Financial LLC 56 138 −1,07 1 420 6,85
2025-08-07 13F Fagan Associates, Inc. 12 576 0,00 318 8,16
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-07-24 13F Columbia Advisory Partners Llc 15 886 −0,14 402 7,80
2025-08-07 13F Palouse Capital Management, Inc. 6 782 0,27 172 8,23
2025-08-27 13F/A Brinker Capital Investments, LLC 78 560 −22,27 1 988 −16,09
2025-08-13 13F Patrick M Sweeney & Associates, Inc 13 107 −4,05 342 6,56
2025-08-01 13F New York Life Investment Management Llc 537 089 20,69 13 588 30,33
2025-07-18 13F Pure Financial Advisors, Inc. 13 934 −18,18 353 −11,78
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 597 667 6,85 15 15,38
2025-08-01 13F SYM FINANCIAL Corp 1 098 28
2025-08-08 13F Advyzon Investment Management, LLC 8 495 215
2025-05-14 13F Lionshead Wealth Management, LLC 0 −100,00 0
2025-08-13 13F Manning & Napier Advisors Llc 127 3
2025-04-22 13F Park Capital Management, LLC / WI 0 −100,00 0
2025-08-11 13F Western Wealth Management, LLC 10 750 −1,88 272 5,86
2025-08-08 13F Apex Wealth Management, LLC 0 −100,00 0
2025-07-09 13F Bank of New Hampshire 4 174 106
2025-07-17 13F Sage Rhino Capital Llc 20 158 0,05 510 7,84
2025-07-28 13F Nestegg Advisors, Inc. 54 385 −0,56 1 376 7,34
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 24 039 3,72 608 11,97
2025-08-11 13F Baldwin Investment Management, LLC 8 142 206
2025-07-08 13F Heartwood Wealth Advisors LLC 40 190 295,49 1 017 326,89
2025-08-12 13F Guerra Pan Advisors, Llc 203 809 −8,03 5 156 −0,69
2025-07-18 13F Newman Dignan & Sheerar, Inc. 132 589 −14,02 3 355 −7,17
2025-08-14 13F Warren Averett Asset Management, LLC 553 255 −8,19 13 997 −0,86
2025-07-25 13F Astoria Portfolio Advisors LLC. 9 034 −50,17 237 −41,44
2025-08-11 13F Core Wealth Partners LLC 0 −100,00 0
2025-08-14 13F Moneta Group Investment Advisors Llc 1 909 449 26,66 48 309 36,77
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 55 290 1,97 1 399 10,08
2025-08-08 13F Foundations Investment Advisors, LLC 45 501 37,62 1 151 48,71
2025-08-06 13F Prospera Financial Services Inc 17 681 76,37 447 91,03
2025-07-17 13F Smith Anglin Financial, LLC 17 487 −10,27 442 −3,07
2025-07-22 13F Evensky & Katz LLC 16 963 −2,56 0
2025-07-23 13F Fulton Breakefield Broenniman Llc 47 945 −1,61 1 213 6,31
2025-07-21 13F Exchange Capital Management, Inc. 63 477 −11,41 1 606 −4,35
2025-08-01 13F Petra Financial Advisors Inc 19 408 14,37 491 23,68
2025-07-22 13F Iron Horse Wealth Management, LLC 910 0,00 23 9,52
2025-08-13 13F SCS Capital Management LLC 0 −100,00 0
2025-08-13 13F Ark & Tlk Investments, Llc 55 000 0,00 1 392 8,00
2025-08-11 13F Strategic Equity Management 32 861 −19,71 831 −13,26
2025-08-12 13F Franklin Resources Inc 742 −11,67 19 −5,26
2025-08-13 13F Farnam Financial LLC 15 445 12,94 391 21,88
2025-07-11 13F Compass Ion Advisors, LLC 9 714 −23,43 246 −17,51
2025-07-16 13F St Germain D J Co Inc 0 −100,00 0
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 20 057 −1,35 507 6,51
2025-08-14 13F Mariner, LLC 2 838 326 −3,47 71 810 4,23
2025-08-07 13F PFG Advisors 0 −100,00 0 −100,00
2025-07-10 13F Atticus Wealth Management, Llc 4 0,00 0
2025-08-06 13F Ironwood Wealth Management, LLC. 93 624 72,68 2 369 86,46
2025-08-13 13F Elgethun Capital Management 8 215 1,16 208 8,95
2025-08-12 13F Tradition Wealth Management, LLC 416 828 −3,84 10 546 3,83
2025-07-16 13F Cambridge Advisors Inc. 54 295 −2,02 1 374 5,78
2025-07-17 13F Hanson & Doremus Investment Management 76 −58,70 0
2025-08-04 13F Bordeaux Wealth Advisors LLC 11 669 295
2025-08-14 13F Murphy & Mullick Capital Management Corp 88 943 −0,46 2 290 9,41
2025-07-10 13F Stewardship Advisors, LLC 19 135 6,88 484 15,51
2025-08-05 13F Claro Advisors LLC 42 119 0,59 1 066 8,56
2025-08-08 13F Glassman Wealth Services 808 −37,85 20 −33,33
2025-07-16 13F Plancorp, LLC 202 093 323,09 5 113 356,84
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 48 002 −2,79 1 214 5,02
2025-08-11 13F Anfield Capital Management, LLC 5 602 0,00 142 7,63
2025-07-14 13F Harbor Group, Inc. 107 250 −3,36 2 713 4,35
2025-05-14 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-08 13F Horrell Capital Management, Inc. 352 0,00 9 0,00
2025-08-12 13F BlackRock, Inc. 19 245 33,37 487 43,79
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0
2025-08-13 13F Summit Financial, LLC 97 822 41,13 2 475 52,34
2025-07-23 13F Nbt Bank N A /ny 106 856 −2,83 2 704 4,93
2025-07-16 13F MBE Wealth Management, LLC 9 174 0,00 232 8,41
2025-08-18 13F N.E.W. Advisory Services LLC 3 000 0,00 76 7,14
2025-05-15 13F Jentner Corp 0 −100,00 0
2025-07-23 13F Pillar Financial Advisors, LLC 562 0,00 14 7,69
2025-08-01 13F Milestone Asset Management Group, LLC 49 027 0,23 1 240 8,20
2025-08-05 13F Prosperity Consulting Group, LLC 137 237 −6,46 3 472 1,02
2025-07-09 13F Burt Wealth Advisors 601 692 0,45 15 223 8,47
2025-08-15 13F Asset Allocation Strategies LLC 140 939 13,35 3 566 22,38
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-05-15 13F Windsor Advisory Group, LLC 0 −100,00 0
2025-07-22 13F Sage Financial Group Inc 690 750 1,37 17 476 9,46
2025-07-10 13F Financial Management Network Inc 9 654 0,31 252 24,88
2025-08-12 13F Bravias Capital Group, LLC 53 065 3,52 1 343 11,74
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 19 025 −12,06 481 −4,94
2025-07-18 13F Truist Financial Corp 356 205 1,54 9 012 9,64
2025-07-30 13F BCK Partners, Inc. 48 640 −0,71 1 231 7,24
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 17 110 0,33 433 8,27
2025-07-14 13F BlueSky Wealth Advisors, LLC 982 950 3,57 24 869 11,83
2025-07-21 13F Barrett & Company, Inc. 2 662 0,00 67 8,06
2025-08-08 13F Breed's Hill Capital LLC 87 742 0,00 2 220 7,98
2025-07-11 13F Bond & Devick Financial Network, Inc. 31 122 0,00 787 7,96
2025-07-09 13F Chesley Taft & Associates LLC 17 114 13,70 433 22,73
2025-07-10 13F Voisard Asset Management Group, Inc. 26 749 −1,55 677 6,29
2025-07-16 13F Flower City Capital 8 734 0,00 221 7,84
2025-07-17 13F RBA Wealth Management, LLC 11 966 5,67 303 13,96
2025-08-08 13F Capital Investment Advisory Services, LLC 5 480 2,56 139 10,40
2025-08-12 13F Pathstone Holdings, LLC 0 −100,00 0
2025-08-13 13F Cary Street Partners Financial Llc 11 495 291
2025-08-12 13F CIBC Private Wealth Group, LLC 49 698 −18,89 1 257 0,48
2025-07-25 13F Gordian Advisors LLC 141 882 −4,70 3 590 2,90
2025-08-04 13F Bristlecone Advisors, LLC 37 960 −4,33 960 3,34
2025-07-14 13F Maryland Capital Advisors Inc. 652 0,00 16 6,67
2025-05-15 13F CAPROCK Group, Inc. 97 919 0,17 2 294 −9,26
2025-07-14 13F Armstrong Advisory Group, Inc 270 0,00 7 0,00
2025-07-24 13F Ronald Blue Trust, Inc. 6 029 118,92 153 137,50
2025-07-23 13F Roundview Capital LLC 33 828 −7,54 856 −0,23
2025-08-12 13F Wood Tarver Financial Group, LLC 32 0,00 0
2025-07-29 13F Quotient Wealth Partners, LLC 10 306 261
2025-07-30 13F Financial Perspectives, Inc 201 0,00 5 25,00
2025-07-21 13F Custos Family Office, LLC 48 640 0,00 1 231 7,99
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-04-15 13F Transform Wealth, LLC 86 167 −8,37 2 019 −16,99
2025-05-09 13F McClarren Financial Advisors, Inc. 0 −100,00 0
2025-07-07 13F Global Wealth Strategies & Associates 2 480 −4,54 63 3,33
2025-07-17 13F LVW Advisors, LLC 72 640 −24,36 1 838 −18,36
2025-07-31 13F Glass Jacobson Investment Advisors llc 720 −97,68 18 −97,75
2025-07-07 13F Vishria Bird Financial Group, LLC 15 494 0,00 392 7,71
2025-07-16 13F American National Bank 366 9
2025-08-08 13F Gts Securities Llc 89 284 2 259
2025-08-13 13F Baird Financial Group, Inc. 30 671 25,17 776 35,02
2025-07-17 13F Sound Income Strategies, LLC 2 790 0,00 71 7,69
2025-08-01 13F Advisory Alpha, LLC 3 676 968 −3,24 93 027 4,53
2025-08-12 13F Armor Investment Advisors, LLC 50 404 −4,53 1 275 3,07
2025-08-14 13F Bnp Paribas Arbitrage, Sa 350 000 8 855
2025-07-17 13F Legacy Wealth Management, Inc 1 129 803 1,83 28 584 9,96
2025-08-12 13F OneAscent Financial Services LLC 50 812 9,43 1 0,00
2025-07-29 13F Tradewinds Capital Management, LLC 120 375 8,93 3 045 17,61
2025-07-30 13F Crewe Advisors LLC 708 395,10 18 466,67
2025-05-06 13F Goepper Burkhardt LLC 0 −100,00 0
2025-07-23 13F Bellevue Asset Management, Llc 964 0,00 24 9,09
2025-04-30 13F Sofos Investments, Inc. 98 2 −94,87
2025-07-28 13F Evernest Financial Advisors, LLC 16 673 3,51 422 11,67
2025-08-11 13F Independent Advisor Alliance 0 −100,00 0
2025-07-16 13F TCI Wealth Advisors, Inc. 14 291 7,44 362 16,08
2025-08-12 13F Gladstone Institutional Advisory LLC 10 409 −25,70 263 −19,82
2025-07-22 13F MBL Wealth, LLC 37 700 0,00 954 7,93
2025-08-05 13F Bridgewater Advisors Inc. 17 641 −2,22 461 11,11
2025-05-15 13F Rise Advisors, LLC 0 −100,00 0
2025-08-14 13F Fmr Llc 253 178 −3,32 6 405 4,40
2025-08-05 13F Golden Bell Financial Planning LLC 8 045 204
2025-08-07 13F Nicollet Investment Management, Inc. 42 981 −3,33 1 0,00
2025-08-14 13F Beaird Harris Wealth Management, LLC 7 610 0,00 193 7,87
2025-07-25 13F Lodestar Private Asset Management Llc 200 424 26,63 5 071 36,73
2025-07-23 13F Bluestem Financial Advisors, Llc 81 074 329,71 2 051 364,03
2025-07-29 13F Sims Investment Management, Llc 1 838 196 1,46 46 506 9,56
2025-08-08 13F Omega Financial Group, LLC 44 045 −1,36 1 114 6,50
2025-08-13 13F Johnson Financial Group, Inc. 4 058 −11,34 103 −4,67
2025-07-14 13F Sentinel Pension Advisors Inc 14 850 2,26 376 10,29
2025-08-06 13F Nicholas Hoffman & Company, LLC. 66 994 15,73 1 695 24,93
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 15 457 −8,59 391 −1,01
2025-07-22 13F Gemmer Asset Management LLC 1 311 482 −1,70 33 180 6,15
2025-07-24 13F Coordinated Financial Services, Inc. 8 727 5,32 221 2,80
2025-08-14 13F Abound Financial, Llc 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 101 069 11,78 2 368 1,28
2025-08-01 13F Providence First Trust Co 13 802 1,02 349 9,06
2025-08-07 13F Ascension Capital Advisors, Inc. 620 787 0,90 15 706 8,95
2025-07-10 13F Sharkey, Howes & Javer 0 −100,00 0
2025-07-15 13F Retirement Income Solutions, Inc 9 380 2,00 237 10,23
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-08-08 13F Hartland & Co., LLC 77 644 −1,58 1 964 6,28
2025-05-05 13F Lindbrook Capital, Llc 2 335 2,86 55 −6,90
2025-08-05 13F NewSquare Capital LLC 4 0,00 0
2025-07-07 13F First Community Trust Na 3 500 −12,50 89 −5,38
2025-07-23 13F Valmark Advisers, Inc. 124 597 0,03 3 152 8,02
2025-07-25 13F Pegasus Asset Management, Inc. 24 502 0,00 620 7,84
2025-07-28 13F WealthPlan Investment Management, LLC 26 796 −2,30 678 5,45
2025-07-17 13F Blossom Wealth Management 51 388 4,72 1 300 13,14
2025-08-13 13F Finer Wealth Management, Inc. 35 231 −10,30 891 −3,15
2025-08-01 13F Integral Investment Advisors, Inc. 24 576 0,11 622 8,00
2025-05-14 13F Summit Financial Wealth Advisors, LLC 59 781 7,54 1 401 −4,57
2025-08-14 13F Visionary Wealth Advisors 727 304 18,11 18 401 27,54
2025-07-22 13F Compass Financial Group, INC/SD 270 734 5,84 6 850 14,28
2025-07-29 NP MVFG - Monarch Volume Factor Global Unconstrained Index ETF 0 −100,00 0 −100,00
2025-07-17 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-08-04 13F Savvy Advisors, Inc. 70 851 6,37 1 793 14,87
2025-08-01 13F Fort Vancouver Investment Management, LLC 13 709 −0,84 347 7,12
2025-08-13 13F Haverford Trust Co 17 059 −3,40 432 4,36
2025-08-14 13F Dearborn Partners Llc 18 216 28,34 461 38,55
2025-05-15 13F Silvercrest Asset Management Group Llc 0 −100,00 0
2025-07-24 13F Aurora Private Wealth, Inc. 16 322 0
2025-07-16 13F Wealth Group Ltd 79 017 −1,20 1 999 6,73
2025-08-08 13F Fusion Capital, LLC 8 705 −3,94 220 3,77
2025-08-01 13F Capital Investment Counsel, LLC 13 618 −0,06 345 7,84
2025-08-13 13F Natixis Advisors, L.p. 91 826 −96,22 2 −96,43
2025-08-12 13F American Century Companies Inc 52 976 9,54 1 340 18,27
2025-08-06 13F Geometric Wealth Advisors 15 048 −11,16 381 −4,04
2025-07-10 13F YHB Investment Advisors, Inc. 32 449 7,35 821 15,82
2025-08-08 13F IMA Wealth, Inc. 471 014 1,10 11 917 9,17
2025-07-24 13F Thompson Investment Management, Inc. 4 488 0,00 114 7,62
2025-07-25 13F Cascade Investment Advisors, Inc. 12 464 0,00 315 7,88
2025-08-05 13F Crestwood Advisors Group LLC 12 873 27,18 326 37,13
2025-08-13 13F Mayfair Advisory Group, LLC 9 493 −10,06 245 −1,21
2025-07-22 13F Valpey Financial Services, LLC 136 441 3 452
2025-07-14 13F Parkshore Wealth Management, Inc. 10 260 −7,03 260 0,39
2025-08-14 13F Susquehanna International Group, Llp Call 51 200 22,78 1 295 32,55
2025-08-04 13F NBZ Investment Advisors LLC 4 360 0,00 110 7,84
2025-08-11 13F Birchbrook, Inc. 10 520 0,00 266 8,13
2025-04-17 13F Vista Wealth Management Group, LLC 14 048 2,24 329 −7,32
2025-07-29 13F Chicago Partners Investment Group LLC 623 632 7,29 16 545 22,53
2025-08-14 13F Mission Creek Capital Partners, Inc. 15 505 0,00 62 6,90
2025-07-21 13F Keystone Financial Group, Inc. 780 0,26 20 11,11
2025-08-14 13F Atomi Financial Group, Inc. 183 484 −7,67 4 642 −0,30
2025-08-13 13F Cresset Asset Management, LLC 194 413 −31,66 4 919 −26,21
2025-07-14 13F AdvisorNet Financial, Inc 30 637 −35,27 775 −30,12
2025-07-17 13F Michels Family Financial, LLC 16 032 0,31 406 8,29
2025-08-12 13F Bedel Financial Consulting, Inc. 14 626 0,08 370 9,47
2025-08-14 13F Connecticut Wealth Management, LLC 15 459 73,62 391 87,98
2025-07-16 13F Northern Oak Wealth Management Inc 94 480 0,05 2 390 8,05
2025-07-16 13F Spinnaker Investment Group, LLC 34 525 −39,41 873 −34,61
2025-07-28 13F Ritholtz Wealth Management 13 385 339
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-07-25 13F Verdence Capital Advisors LLC 8 036 203
2025-07-25 13F Stephens Consulting, LLC 36 0,00 1
2025-08-19 13F Anchor Investment Management, LLC 167 046 1,94 4 226 10,08
2025-07-18 13F Lowery Thomas, Llc 17 289 −47,70 437 −43,54
2025-07-23 13F Roberts Wealth Advisors, LLC 35 559 −1,66 900 6,14
2025-04-10 13F TruWealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-15 13F Aspire Capital Advisors LLC 26 006 −4,91 658 2,66
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 58 2
2025-07-25 13F Wealth Architects, LLC 143 570 −22,85 3 632 −16,70
2025-08-14 13F Guardian Wealth Management, Inc. 0 −100,00 0
2025-08-13 13F GeoWealth Management, LLC 1 603 0,00 41 8,11
2025-08-07 13F Wisconsin Capital Management Llc 44 000 0,00 1 113 8,06
2025-08-08 13F Family Firm, Inc. 109 874 0,39 2 780 8,39
2025-07-17 13F CWA Asset Management Group, LLC 30 439 0,68 770 8,76
2025-07-07 13F Bangor Savings Bank 627 780 −0,30 15 883 7,65
2025-07-16 13F Diversified Enterprises, LLC 32 712 17,89 828 27,23
2025-07-28 13F Chesapeake Wealth Management 166 817 1,63 4 220 9,75
2025-08-14 13F Graney & King, LLC 76 0,00 2 0,00
2025-07-14 13F Park Avenue Securities Llc 35 168 17,01 1
2025-08-07 13F Cascade Financial Partners, LLC 10 537 0,02 267 8,13
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 −100,00 0
2025-07-31 13F Kathleen S. Wright Associates Inc. 8 273 −8,74 209 −1,42
2025-08-12 13F Jacobi Capital Management LLC 20 774 −23,03 526 −16,93
2025-08-08 13F Meridian Wealth Management, LLC 248 163 −10,67 6 279 −3,53
2025-08-14 13F Integrated Wealth Concepts LLC 344 153 −3,31 8 707 4,41
2025-07-09 13F LifePlan Financial, LLC 29 009 0,09 734 7,95
2025-07-01 13F Private Client Services, Llc 0 −100,00 0
2025-07-16 13F Dakota Wealth Management 68 991 −10,49 1 745 −3,32
2025-07-24 13F Us Bancorp \de\ 431 299 −3,76 10 912 3,91
2025-07-23 13F Litman Gregory Asset Management LLC 21 637 −39,40 547 −34,57
2025-07-21 13F/A Abacus Planning Group, Inc. 16 240 0,01 411 7,89
2025-06-24 NP MOEAX - MainStay Growth ETF Allocation Fund Class A 182 999 9,38 4 178 −6,51
2025-07-23 13F Independent Solutions Wealth Management, LLC 83 441 6,69 2 111 15,23
2025-08-08 13F Larson Financial Group LLC 99 830 −3,88 2 526 3,78
2025-08-04 13F Crescent Sterling, Ltd. 34 536 −16,36 874 −9,72
2025-08-04 13F Spire Wealth Management 6 551 −43,93 166 −39,56
2025-07-23 13F Laraway Financial Inc 46 628 −2,68 1 180 5,08
2025-07-18 13F Pennsylvania Capital Management Inc /adv 16 773 5,78 424 14,29
2025-07-31 13F City State Bank 150 0,00 4 0,00
2025-08-05 13F Freestone Capital Holdings, LLC 13 523 −27,49 342 −21,56
2025-08-08 13F Mjp Associates Inc /adv 18 334 7,61 464 16,04
2025-07-15 13F Bfsg, Llc 5 197 −6,58 131 0,77
2025-08-14 13F Acas, Llc 20 638 −1,16 556 15,87
2025-07-25 13F PrairieView Partners, LLC 130 701 3,73 3 50,00
2025-08-07 13F Montag A & Associates Inc 0 −100,00 0
2025-07-23 13F Friedenthal Financial 249 737 6,82 6 318 15,36
2025-07-08 13F/A Salem Investment Counselors Inc 290 580 −8,81 7 352 −1,54
2025-08-13 13F IAG Wealth Partners, LLC 30 0,00 1
2025-08-05 13F American Capital Advisory, LLC 803 0,38 20 11,11
2025-07-21 13F Rainey & Randall Investment Management Inc. 1 222 162 −1,71 30 921 6,13
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 46 681 −5,10 1 181 2,52
2025-08-14 13F Ancora Advisors, LLC 5 730 −20,64 145 −14,79
2025-07-30 13F Wbh Advisory Inc 145 569 −10,79 3 683 −3,69
2025-07-17 13F Gleason Group, Inc. 124 698 12,34 3 155 21,31
2025-08-06 13F Paulson Wealth Management Inc. 43 102 −0,51 1 090 7,39
2025-07-31 13F Oppenheimer Asset Management Inc. 14 132 0,31 358 8,18
2025-07-22 13F Noble Family Wealth, LLC 962 531 6,20 24 352 14,67
2025-07-25 13F Apollon Wealth Management, LLC 126 148 2,80 3 192 10,99
2025-08-11 13F Wealthspire Advisors, LLC 340 847 −51,18 8 623 −47,29
2025-07-09 13F Thrive Wealth Management, LLC 17 600 10,78 445 19,62
2025-07-17 13F Janney Montgomery Scott LLC 65 242 −4,66 2 0,00
2025-08-12 13F XTX Topco Ltd 15 272 386
2025-08-05 13F Key FInancial Inc 5 277 1,54 134 9,92
2025-05-07 13F Financially Speaking Inc 0 −100,00 0
2025-07-07 13F Investors Research Corp 95 297 −0,43 2 411 7,54
2025-08-15 13F North Ridge Wealth Advisors, Inc. 1 0
2025-08-13 13F Smith, Moore & Co. 8 577 217
2025-07-25 13F Mitchell Capital Management Co 8 097 −60,20 211 −55,67
2025-07-28 13F Revolve Wealth Partners, LLC 88 818 −9,81 2 247 −2,60
2025-08-14 13F Peapack Gladstone Financial Corp 88 769 22,63 2 100,00
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 599 619 −2,59 15 170 5,19
2025-04-02 13F Marcum Wealth, LLC 2 072 513 −0,98 48 559 −10,28
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-25 NP SWYJX - Schwab Target 2055 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 962 982 12,12 49 663 21,06
2025-07-07 13F Wilson & Boucher Capital Management, LLC 41 327 −0,95 1 046 6,96
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 2 000 0,00 51 8,70
2025-07-08 13F Lowe Wealth Advisors, LLC 1 339 0,00 34 6,45
2025-08-11 13F North Forty Two & Co. 50 777 1,91 1 285 10,03
2025-07-16 13F Signaturefd, Llc 14 989 −12,74 379 −5,72
2025-07-10 13F Kozak & Associates, Inc. 8 378 0,34 219 19,78
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 46 003 0,00 1 164 7,99
2025-07-01 13F Harbor Investment Advisory, Llc 4 160 0,00 105 8,25
2025-07-29 13F Stratos Wealth Advisors, LLC 315 848 327,98 7 991 362,12
2025-08-14 13F Acorn Wealth Advisors, LLC 21 486 0,10 544 8,17
2025-08-07 13F 1620 Investment Advisors, Inc. 0 −100,00 0
2025-07-17 13F HB Wealth Management, LLC 278 250 −8,68 7 040 −1,40
2025-09-11 13F Milestones Private Investment Advisors LLC 14 733 373
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-11 13F Avantax Planning Partners, Inc. 25 851 2,80 654 11,04
2025-08-14 13F Vista Capital Partners, Inc. 64 574 323,02 1 634 357,42
2025-05-15 13F Options Solutions, Llc 0 −100,00 0
2025-05-07 13F Mb, Levis & Associates, Llc 0 −100,00 0
2025-08-06 13F Souders Financial Advisors 38 738 −41,95 980 −37,30
2025-08-05 13F Tme Financial, Inc. 0 −100,00 0
2025-08-06 13F Golden State Wealth Management, LLC 9 752 0,44 247 8,37
2025-08-12 13F Cynosure Management, Llc 68 651 42,36 1 737 53,76
2025-07-22 13F Simplicity Wealth,LLC 18 230 96,53 461 112,44
2025-07-22 13F Cedar Mountain Advisors, LLC 384 0,00 10 12,50
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 8 329 211
2025-07-17 13F Oakworth Capital, Inc. 91 2
2025-07-14 13F Abound Wealth Management 135 752 87,37 3 435 102,36
2025-07-22 13F HFM Investment Advisors, LLC 27 1
2025-08-11 13F Lowe Brockenbrough & Co Inc 118 330 35,82 2 994 46,64
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 23 431 23,12 593 33,03
2025-07-21 13F Ameriflex Group, Inc. 84 −86,75 2 −85,71
2025-04-15 13F Simon Quick Advisors, Llc 0 −100,00 0 −100,00
2025-08-08 13F Financial Gravity Companies, Inc. 98 2
2025-07-18 13F Parsons Capital Management Inc/ri 34 094 −3,96 863 3,73
2025-08-12 13F Nemes Rush Group LLC 0 −100,00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 278 228 −34,28 7 039 −29,03
2025-08-11 13F Alteri Wealth LLC 10 788 −14,72 273 −8,11
2025-08-14 13F JPL Wealth Management, LLC 13 280 −16,39 336 −9,95
2025-07-31 13F Whipplewood Advisors, LLC 10 198 −84,53 258 20,00
2025-08-05 13F Huntington National Bank 124 −16,33
2025-07-25 13F Johnson Investment Counsel Inc 682 705 2,99 17 272 11,22
2025-07-23 13F Trifecta Capital Advisors, LLC 326 0,00 8 14,29
2025-08-05 13F Tsfg, Llc 810 0,00 0
2025-07-10 13F Wedmont Private Capital 42 316 10,03 1 105 32,97
2025-07-24 13F Capital Advisors, Ltd. LLC 15 380 −3,60 0
2025-08-11 13F Principal Securities, Inc. 20 451 5,86 517 3,61
2025-08-25 NP SWYFX - Schwab Target 2035 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 561 116 8,91 39 496 17,60
2025-07-29 13F Angeles Wealth Management, Llc 610 15
2025-08-26 13F/A Thrivent Financial For Lutherans 245 022 −45,98 6 −45,45
2025-07-16 13F Phil A. Younker & Associates, Ltd. 41 902 0,00 1 060 8,05
2025-08-05 13F Elm Partners Management LLC 30 957 −64,71 783 −61,90
2025-08-12 13F/A Cozad Asset Management Inc 38 007 0,00 962 7,98
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 0 −100,00 0
2025-05-02 13F United Community Bank 0 −100,00 0
2025-08-08 13F WP Advisors, LLC 24 087 0,33 609 8,36
2025-08-27 13F/A Putney Financial Group LLC 1 016 0,00 26 8,70
2025-07-17 13F Camelot Portfolios, LLC 11 100 0,00 281 7,69
2025-07-07 13F Peterson Wealth Advisors, LLC 43 871 3,40 1 110 24,61
2025-07-29 13F Smithbridge Asset Management Inc/de 40 645 −61,36 1 028 −58,28
2025-08-11 13F United Advisor Group, LLC 107 648 94,55 2 724 110,11
2025-07-29 13F Harbor Asset Planning, Inc. 2 167 55
2025-08-12 13F Sierra Summit Advisors Llc 13 857 −5,02 351 2,64
2025-07-30 13F Lafayette Investments, Inc. 9 824 0,00 249 7,83
2025-08-04 13F Waterfront Wealth Inc. 18 135 0,01 459 8,02
2025-05-06 13F Lifeworks Advisors, LLC 0 −100,00 0 −100,00
2025-08-05 13F Strategic Financial Concepts, LLC 71 225 −38,62 1 802 −33,76
2025-08-08 13F Bailard, Inc. 68 694 −4,38 1 738 3,21
2025-07-31 13F FSM Wealth Advisors, LLC 100 197 86,31 2 578 104,60
2025-08-14 13F Two Sigma Securities, Llc 18 943 −14,68 479 −7,88
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 66 277 8,19 1 677 16,79
2025-07-31 13F/A Sendero Wealth Management, LLC 12 800 0,00 324 8,03
2025-08-11 13F GW&K Investment Management, LLC 3 629 0,00 0
2025-07-15 13F Bnc Wealth Management, Llc 57 125 −7,37 1 445 0,07
2025-07-17 13F Wolff Wiese Magana Llc 28 1
2025-08-14 13F EP Wealth Advisors, Inc. 171 835 28,33 4 347 38,57
2025-08-04 13F Clear Investment Research, Llc 22 798 −1,93 577 5,88
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-08 13F Firestone Capital Management 80 196 −8,57 2 029 −1,31
2025-07-18 13F Pacific Point Advisors, LLC 0 −100,00 0
2025-08-11 13F VSM Wealth Advisory, LLC 64 794 −7,47 1 639 −0,06
2025-07-31 13F Optimum Investment Advisors 9 104 20,30 230 29,94
2025-08-04 13F Atria Investments Llc 34 120 −77,75 863 −75,98
2025-08-12 13F Aspiring Ventures, LLC 15 932 20,83 403 31,70
2025-05-02 13F Fortis Group Advisors, LLC 0 −100,00 0
2025-07-18 13F Bridge Generations Wealth Management Llc 0 −100,00 0
2025-08-04 13F One Day In July LLC 17 878 452
2025-08-14 13F Smartleaf Asset Management LLC 3 682 505,59 93 564,29
2025-08-04 13F Roble, Belko & Company, Inc 23 21,05 0
2025-07-16 13F Perigon Wealth Management, LLC 132 206 3,91 3 345 12,21
2025-07-22 13F Penobscot Investment Management Company, Inc. 8 371 212
2025-07-25 13F Meritage Portfolio Management 0 −100,00 0
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 3 064 −7,77 78 0,00
2025-07-11 13F Pinnacle Bancorp, Inc. 7 729 21,37 196 30,87
2025-07-17 13F Alpine Bank Wealth Management 870 22
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 6 290 159
2025-07-08 13F First International Bank & Trust 122 760 −28,54 3 106 −22,84
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-07-11 13F Kingstone Capital Partners Texas, LLC 651 298 27
2025-07-29 13F Sigma Investment Counselors Inc 35 478 88,62 898 103,86
2025-08-06 13F Commonwealth Equity Services, Llc 585 917 −2,27 15 0,00
2025-07-22 13F Belpointe Asset Management LLC 15 615 −4,55 395 3,13
2025-07-09 13F Fermata Advisors, LLC 19 836 1,59 502 9,63
2025-08-12 13F Allen Capital Group, LLC 67 306 0,93 1 703 8,96
2025-08-06 13F Founders Financial Securities Llc 8 324 211
2025-08-11 13F Morling Financial Advisors, LLC 1 200 −62,85 30 −60,00
2025-08-25 NP SWYHX - Schwab Target 2045 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 750 635 8,73 44 291 17,41
2025-07-16 13F BankPlus Wealth Management LLC 30 880 −22,79 781 −16,65
2025-08-12 13F J.w. Cole Advisors, Inc. 25 949 20,40 657 30,16
2025-08-18 13F Tactive Advisors, LLC 20 854 528
2025-08-12 13F J. L. Bainbridge & Co., Inc. 17 154 0,03 434 8,23
2025-07-09 13F Lbmc Investment Advisors, Llc 19 766 0,00 500 7,99
2025-07-17 13F Robbins Farley Llc 2 569 29,29 65 39,13
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 29 889 −9,91 756 −2,70
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-07-07 13F Accelerate Investment Advisors LLC 91 941 6,65 2 326 15,21
2025-07-24 13F Callan Family Office, LLC 14 548 0,00 368 8,24
2025-08-04 13F Carret Asset Management, Llc 24 386 −2,40 617 5,30
2025-07-31 13F Guardian Financial Partners, LLC 92 061 11,55 2 329 20,49
2025-07-14 13F Acropolis Investment Management, LLC 24 396 0,00 617 8,06
2025-07-15 13F SJS Investment Consulting Inc. 3 550 0,00 90 7,23
2025-07-28 13F Cutler Investment Counsel Llc 182 741 11,60 4 623 20,52
2025-05-09 13F Delta Financial Group, Inc. 10 962 0,00 0
2025-07-11 13F Seacrest Wealth Management, Llc 97 347 −2,54 2 463 5,21
2025-08-04 13F Balentine LLC 2 0,00 0
2025-08-14 13F Betterment LLC 1 551 114 24,48 39 34,48
2025-08-04 13F JDM Financial Group LLC 1 129 0,00 29 7,69
2025-08-05 13F Mission Wealth Management, Lp 192 161 46,75 4 862 58,44
2025-07-24 13F FinDec Wealth Services, Inc. 0 −100,00 0
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 0 −100,00 0
2025-05-16 13F Coordinated Financial Services, Inc./CO 8 703 204
2025-07-15 13F Main Street Group, LTD 1 003 0,10 25 8,70
2025-05-15 13F Two Sigma Investments, Lp 0 −100,00 0
2025-08-11 13F Aptus Capital Advisors, LLC 121 548 −0,88 3 075 7,03
2025-08-13 13F Meridian Wealth Partners, LLC 17 160 3,61 434 11,86
2025-07-17 13F Stockman Wealth Management, Inc. 21 062 −0,71 533 7,26
2025-08-05 13F Simplex Trading, Llc 0 −100,00 0
2025-07-24 13F PDS Planning, Inc 1 728 0,00 44 7,50
2025-08-01 13F Envestnet Asset Management Inc 2 976 874 −14,67 75 315 −7,86
2025-07-28 13F Davidson Trust Co 25 588 0,00 647 8,01
2025-08-08 13F Sculati Wealth Management, LLC 37 457 −10,89 948 −3,76
2025-07-10 13F Mogy Joel R Investment Counsel Inc 3 402 86
2025-07-28 13F Patten & Patten Inc/tn 125 314 −2,55 3 170 5,25
2025-08-13 13F My Purposeful Wealth Corp. 204 578 7,48 5 286 18,55
2025-07-17 13F Venture Visionary Partners LLC 71 510 0,98 1 809 9,04
2025-07-22 13F Carolina Wealth Advisors, LLC 189 532 0,25 4 795 8,26
2025-04-25 13F EnRich Financial Partners LLC 0 −100,00 0
2025-08-08 13F Tiemann Investment Advisors, Llc 19 332 −0,82 489 7,24
2025-07-14 13F Cobblestone Asset Management LLC 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 187 801 3,35 4 751 11,60
2025-08-13 13F Granite Investment Partners, LLC 12 168 0,01 308 7,72
2025-08-07 13F Donaldson Capital Management, Llc 40 005 6,17 1 012 14,74
2025-08-13 13F MONECO Advisors, LLC 18 295 0,85 463 8,71
2025-05-14 13F First Trust Advisors Lp 0 −100,00 0
2025-08-06 13F Climber Capital SA 55 574 0,00 1 331 30,49
2025-08-04 13F IFG Advisory, LLC 11 288 10,54 286 19,25
2025-07-16 13F Crowley Wealth Management, Inc. 1 200 50,00 30 66,67
2025-08-06 13F Adviser Investments LLC 132 267 −2,54 3 346 5,25
2025-07-09 13F Market Street Wealth Management Advisors Llc 36 703 0,00 929 8,03
2025-05-01 13F Grant/GrossMendelsohn, LLC 10 052 3,17 230 −8,76
2025-08-13 13F Northwestern Mutual Wealth Management Co 4 944 338 21,11 125 092 30,78
2025-07-07 13F Horizons Wealth Management 8 410 0,00 213 7,61
2025-08-05 13F Dravo Bay Llc 9 355 −12,35 237 −5,60
2025-07-23 13F L.K. Benson & Company, P.C. 89 064 0,13 2 253 8,11
2025-07-30 13F Wedgewood Investors Inc /pa/ 9 490 0,00 240 8,11
2025-08-06 13F SOUTH STATE Corp 33 585 −25,98 850 −20,13
2025-08-11 13F Hexagon Capital Partners LLC 14 476 14,72 366 24,07
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 22 969 −16,90 581 −9,22
2025-07-10 13F Hurlow Wealth Management Group, Inc. 39 442 −43,00 998 −38,49
2025-07-16 13F Builder Investment Group Inc /adv 9 902 0,00 251 7,76
2025-08-25 NP SWYNX - Schwab Target 2060 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 359 175 10,95 59 687 19,81
2025-07-15 13F Sheets Smith Wealth Management 43 843 −5,17 1 109 2,40
2025-07-29 13F TFC Financial Management 2 400 −4,46 61 3,45
2025-07-17 13F/A Capital Investment Advisors, LLC 15 051 −0,54 381 7,34
2025-07-30 13F Nottingham Advisors, Inc. 8 068 −16,10 204 −9,33
2025-07-18 13F BSW Wealth Partners 9 874 −12,36 250 −5,32
2025-08-08 13F Atlantic Trust, LLC 3 483 0,00 88 8,64
2025-07-24 13F Jfs Wealth Advisors, Llc 71 674 1,61 1 813 9,75
2025-07-07 13F Modus Advisors, LLC 8 618 −0,01 218 8,46
2025-08-12 13F Howe & Rusling Inc 30 480 33,74 771 44,65
2025-08-05 13F Continuum Wealth Advisors, Llc 8 552 −1,66 216 6,40
2025-08-11 13F Strategic Wealth Partners, Ltd. 1 043 26
2025-08-14 13F Royal Bank Of Canada 555 189 76,43 14 046 90,51
2025-07-23 13F Capital Management Associates, Inc 21 108 −49,84 534 −45,79
2025-08-13 13F Fisher Asset Management, LLC 10 603 −27,36 268 −21,41
2025-08-14 13F Sunbelt Securities, Inc. 284 197 2,15 7 349 12,75
2025-08-13 13F Rinkey Investments 147 477 70,84 3 731 84,52
2025-07-23 13F High Note Wealth, LLC 152 0,00 4 0,00
2025-08-08 13F Citizens Financial Group Inc/ri 99 147 0,17 2 508 8,15
2025-07-15 13F Accurate Wealth Management, LLC 11 357 298
2025-08-12 13F FreeGulliver LLC 9 331 236
2025-08-14 13F Apriem Advisors 0 −100,00 0
2025-07-16 13F Highline Wealth Partners Llc 102 3
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 254 900 25,32 6 449 35,32
2025-04-09 13F Compass Investment Advisers LLC 14 038 363
2025-08-14 13F Dagco, Inc. 642 0,00 16 6,67
2025-07-03 13F Collective Family Office Llc 40 824 1,05 1 033 9,09
2025-07-24 13F Weaver Capital Management LLC 23 276 0,00 589 7,89
2025-08-04 13F Rede Wealth, LLC 44 749 2,05 1 132 10,22
2025-07-30 13F Cullen/frost Bankers, Inc. 2 291 0,31 58 7,55
2025-08-07 13F Everhart Financial Group, Inc. 77 693 −2,20 1 966 5,59
2025-08-14 13F Stifel Financial Corp 246 005 −4,19 6 224 3,44
2025-08-13 13F Brown Advisory Inc 10 277 260
2025-08-25 NP SWYMX - Schwab Target 2050 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 749 522 11,46 69 563 20,36
2025-08-13 13F Flow Traders U.s. Llc 86 711 2
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 7 900 0,00 200 7,57
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-08-01 13F Zhang Financial LLC 21 809 −6,80 552 0,55
2025-07-22 13F Jamison Private Wealth Management, Inc. 9 243 0,10 234 7,87
2025-08-05 13F Bank of New York Mellon Corp 251 771 4,65 6 370 13,01
2025-07-16 13F Pacific Sage Partners, LLC 20 428 −0,39 517 7,50
2025-07-10 13F Contravisory Investment Management, Inc. 2 348 6,73 59 15,69
2025-07-15 13F Focused Wealth Management, Inc 12 121 307
2025-07-23 13F Golden Reserve Retirement LLC 1 144 529 13,09 28 937 22,11
2025-07-23 13F Arcadia Investment Advisors Llc 59 777 −0,88 1 512 7,08
2025-07-17 13F Enclave Advisors LLC 31 108 −18,45 787 −11,87
2025-08-07 13F Nwam Llc 37 814 12,33 984 24,87
2025-08-15 13F Captrust Financial Advisors 964 881 2,53 24 411 10,71
2025-08-07 13F Palisade Asset Management, LLC 9 235 1,04 234 8,88
2025-08-18 13F Geneos Wealth Management Inc. 202 829 1,13 5 132 9,19
2025-07-22 13F Warwick Investment Management, Inc. 63 775 20,70 1 613 30,29
2025-07-23 13F Values Added Financial LLC 160 034 28,09 4 049 38,30
2025-07-23 13F Element Wealth, LLC 108 699 −2,19 2 750 5,65
2025-08-14 13F Vivaldi Capital Management, LLC 239 964 −14,01 6 071 −7,14
2025-08-14 13F DecisionPoint Financial, LLC 5 037 0,00 129 8,47
2025-08-19 13F Wealth Group, Ltd. 0 −100,00 0
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 19 275 −18,65 488 −12,25
2025-07-30 13F Studio Investment Management Llc 0 −100,00 0
2025-08-12 13F SRS Capital Advisors, Inc. 351 595 45,49 8 962 58,27
2025-08-05 13F Plante Moran Financial Advisors, LLC 5 114 21,01 129 30,30
2025-07-09 13F Massmutual Trust Co Fsb/adv 0 −100,00 0
2025-08-13 13F Allium Financial Advisors, Llc 10 715 0,31 271 8,40
2025-07-08 13F Madison Park Capital Advisors, LLC 64 890 −1,44 1 642 6,42
2025-07-29 13F Activest Wealth Management 0 0
2025-08-06 13F Hallmark Capital Management Inc 0 −100,00 0
2025-07-16 13F Embree Financial Group 145 858 −5,33 3 690 2,24
2025-08-14 13F Greenline Partners, LLC 0 −100,00 0
2025-08-14 13F Quantinno Capital Management LP 52 636 274,21 1 332 304,56
2025-08-01 13F Rossby Financial, LCC 1 250 −3,85 32 6,90
2025-05-13 13F Pinnacle Wealth Management, LLC 0 −100,00 0
2025-07-09 13F Alesco Advisors Llc 8 408 213
2025-08-08 13F Kaizen Financial Strategies 10 730 −39,05 271 −34,22
2025-08-14 13F Becker Capital Management Inc 8 325 211
2025-07-17 13F Global Trust Asset Management, LLC 16 0,00 0
2025-08-05 13F Westside Investment Management, Inc. 2 948 31,14 75 42,31
2025-08-08 13F Glaxis Capital Management, LLC 13 338 0,33 337 8,36
2025-08-05 13F Sigma Planning Corp 11 466 30,85 290 41,46
2025-07-22 13F Joule Financial, LLC 814 902 23,54 20 617 33,41
2025-08-06 13F Stokes Family Office, LLC 9 996 0,00 253 7,69
2025-08-13 13F American Investment Services, Inc. 79 232 1,39 2 005 9,51
2025-08-07 13F Gs Investments, Inc. 400 0,00 10 11,11
2025-08-13 13F Jackson Creek Investment Advisors LLC 97 781 2,46 2 0,00
2025-07-11 13F SILVER OAK SECURITIES, Inc 18 804 −0,77 476 6,98
2025-08-12 13F Passive Capital Management, LLC. 53 301 −0,41 1 362 8,62
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 27 604 −4,11 719 15,25
2025-07-22 13F Fortitude Advisory Group L.L.C. 18 493 3,43 468 20,67
2025-08-14 13F Glenmede Investment Management, LP 22 854 578
2025-07-15 13F Cordant, Inc. 12 062 0,00 305 8,16
2025-07-16 13F John W. Brooker & Co., CPAs 0 −100,00 0
2025-07-17 13F Beacon Capital Management, LLC 1 834 46,49 46 58,62
2025-07-18 13F Liberty Capital Management, Inc. 130 351 3,60 3 298 11,88
2025-08-11 13F NewEdge Wealth, LLC 11 618 300
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 74 956 −0,83 1 896 7,12
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-07-10 13F Oldfather Financial Services, LLC 60 966 36,77 1 542 47,70
2025-07-17 13F Sonora Investment Management Group, LLC 13 602 0,74 344 8,86
2025-07-07 13F Upper Left Wealth Management, LLC 177 791 −3,72 4 498 3,98
2025-07-23 13F Gainplan LLC 0 −100,00 0
2025-07-30 13F Bogart Wealth, LLC 42 870 5,29 1 085 13,63
2025-07-16 13F Tenret Co LLC 58 580 1 482
2025-07-23 13F Madden Advisory Services, Inc. 25 976 0,58 657 8,60
2025-08-14 13F Goldman Sachs Group Inc 1 567 085 −44,87 39 647 −40,47
2025-07-09 13F Westmount Partners, LLC 44 570 0,22 1 128 8,16
2025-07-31 13F Buckingham Strategic Partners 80 801 8,54 2 044 17,20
2025-08-29 13F Centaurus Financial, Inc. 34 153 61,95 1
2025-08-13 13F Lido Advisors, LLC 261 078 75,60 6 605 89,64
2025-08-07 13F Evoke Wealth, Llc 25 557 0,00 647 8,03
2025-08-25 NP SWYAX - Schwab Target 2010 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29 384 7,26 743 15,91
2025-07-30 13F Bleakley Financial Group, LLC 272 046 9,16 6 883 17,88
2025-07-30 13F Forum Financial Management, LP 9 300 235
2025-07-30 13F Gables Capital Management Inc. 2 324 0,00 59 7,41
2025-05-22 13F Mattson Financial Services, LLC 0 −100,00 0
2025-08-01 13F Bessemer Group Inc 0 −100,00 0
2025-07-28 13F Duncker Streett & Co Inc 62 047 −8,05 1 570 −0,70
2025-08-08 13F Bouchey Financial Group Ltd 293 419 −0,74 7 424 7,19
2025-08-08 13F Kingsview Wealth Management, LLC 54 830 1,27 1 387 9,38
2025-08-14 13F Glen Eagle Advisors, LLC 72 −75,26 2 −83,33
2025-08-13 13F Everstar Asset Management, LLC 20 629 −10,21 522 −3,16
2025-08-12 13F Clearwater Capital Advisors, LLC 600 161 6,52 15 184 15,02
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 115 607 −3,42 2 925 4,28
2025-08-14 13F Destination Wealth Management 121 574 −3,51 3 076 4,17
2025-07-22 13F Marks Group Wealth Management, Inc 0 −100,00 0
2025-07-28 13F Elmwood Wealth Management, Inc. 50 874 −2,86 1 287 4,89
2025-07-23 13F Peak Financial Management, Inc. 9 884 14,44 250 23,76
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 455 753 5,86 11 531 14,32
2025-08-13 13F Hendershot Investments Inc. 24 575 3,94 622 12,30
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-12 13F Trexquant Investment LP 0 −100,00 0
2025-08-14 13F Seven Mile Advisory 14 000 0,00 354 7,93
2025-07-18 13F Client 1st Advisory Group, Llc 10 218 −7,70 259 −0,39
2025-07-28 13F Private Wealth Asset Management, LLC 648 16
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 20 890 5,74 529 14,29
2025-08-14 13F Vista Private Wealth Partners. LLC 81 392 −2,82 2 059 4,94
2025-08-06 13F Savant Capital, LLC 1 591 541 −7,81 40 266 −0,45
2025-08-15 13F WFA of San Diego, LLC 0 −100,00 0
2025-07-28 NP AGCVX - Global Small Cap 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 331 −97,23 8 −97,68
2025-08-12 13F Accredited Wealth Management, LLC 1 002 0,00 25 8,70
2025-04-29 13F Capital Planning LLC 0 −100,00 0
2025-07-17 13F Prepared Retirement Institute LLC 12 897 −11,40 326 −4,40
2025-07-29 13F Creekside Partners 303 380 0,11 7 676 8,10
2025-07-17 13F Greenhouse Wealth Management, LLC 59 455 4,44 1 504 12,83
2025-08-08 13F MTM Investment Management, LLC 0 −100,00 0
2025-08-25 NP SWYOX - Schwab Target 2065 Index Fund 689 656 16,78 17 448 26,11
2025-07-29 13F Stratos Wealth Partners, LTD. 26 764 −60,01 677 −56,82
2025-08-14 13F/A Skopos Labs, Inc. 284 0,00 7 16,67
2025-07-29 13F Signature Estate & Investment Advisors Llc 111 184 −2,86 2 813 4,89
2025-07-10 13F Ahl Investment Management, Inc. 18 164 0,00 460 8,00
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 15 200 0,00 385 7,87
2025-07-10 13F Moller Financial Services 72 068 −4,06 1 823 3,64
2025-07-11 13F Grant Private Wealth Management Inc 0 −100,00 0
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 31 947 −0,38 808 7,59
2025-07-22 13F IFS Advisors, LLC 50 356 −80,25 1 274 −78,68
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 375 000 1,56 9 487 9,66
2025-07-22 13F/A Elser Financial Planning, Inc 114 815 −0,32 2 905 7,64
2025-08-11 13F Rockbridge Investment Management, LCC 11 826 −9,00 299 −1,64
2025-07-16 13F Moneywise, Inc. 136 445 −11,99 3 452 −4,96
2025-08-11 13F FSA Wealth Management LLC 166 0,00 4 33,33
2025-07-31 13F Wealthfront Advisers Llc 152 013 −10,59 3 846 −3,46
2025-07-09 13F Dynamic Advisor Solutions LLC 1 002 784 6,33 25 370 14,82
2025-07-24 13F Robertson Stephens Wealth Management, LLC 33 289 0,00 842 8,09
2025-05-08 13F First Foundation Advisors 0 −100,00 0
2025-07-16 13F Vision Capital Management, Inc. 114 052 −0,50 2 886 7,45
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 25 426 −3,78 643 3,88
2025-07-24 13F Brucke Financial, Inc. 24 468 3,37 619 14,63
2025-07-22 13F Berger Financial Group, Inc 16 084 −6,12 407 1,25
2025-07-21 13F J2 Capital Management Inc 11 724 0,00 297 8,03
2025-08-14 13F Mercer Global Advisors Inc /adv 2 203 032 −4,76 55 737 2,85
2025-07-15 13F Mather Group, Llc. 231 661 −5,39 5 861 2,16
2025-08-12 13F Integrated Advisors Network LLC 266 923 −1,61 6 753 6,25
2025-05-07 13F Spectrum Wealth Counsel, LLC 140 −62,77 3 −66,67
2025-07-21 13F Ameritas Advisory Services, LLC 37 329 −55,24 944 −53,24
2025-07-25 13F Courage Miller Partners, LLC 378 178 8,96 9 568 17,65
2025-07-30 13F Retirement Planning Group 17 970 2,44 455 10,46
2025-08-06 13F Aspect Partners, LLC 2 432 0,83 62 8,93
2025-08-12 13F Proequities, Inc. 0 0
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 35 068 −10,58 887 −3,38
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-07-07 13F Avenue 1 Advisors, LLC 9 933 −18,93 251 −12,54
2025-07-30 13F D.a. Davidson & Co. 10 966 8,68 277 17,37
2025-07-17 13F Mokosak Advisory Group, LLC 1 173 734 3,46 29 696 11,72
2025-07-17 13F Capital Insight Partners, Llc 66 967 −41,08 1 694 −36,36
2025-08-14 13F Scott Marsh Financial, LLC 9 852 249
2025-08-11 13F Pineridge Advisors LLC 126 0,80 3 50,00
2025-08-04 13F Keybank National Association/oh 9 858 14,02 249 23,27
2025-07-17 13F Summit Financial Strategies, Inc. 1 030 250 −2,58 26 065 5,20
2025-07-31 13F Sage Mountain Advisors LLC 4 364 0,00 110 7,84
2025-08-08 13F ProVise Management Group, LLC 102 837 −14,27 2 602 −7,44
2025-07-15 13F BCS Wealth Management 231 865 15,41 6 25,00
2025-07-15 13F Financial Management Professionals, Inc. 94 0,00 2 0,00
2025-09-09 13F Cambridge Financial Group, LLC 197 599 −2,63 4 999 5,09
2025-05-14 13F Truvestments Capital Llc 0 −100,00 0
2025-08-12 13F Laurel Wealth Advisors LLC 164 989 2 578,39 7 −95,83
2025-07-29 13F Kelman-Lazarov, Inc. 63 901 278,58 1 617 309,11
2025-07-17 13F SWS Partners 71 014 2,38 1 797 10,52
2025-07-29 13F Koshinski Asset Management, Inc. 157 258 −3,07 3 979 4,66
2025-07-31 13F Oak Harbor Wealth Partners, Llc 3 0
2025-08-12 13F Pring Turner Capital Group Inc 9 362 0,00 237 7,76
2025-08-13 13F Dana Investment Advisors, Inc. 13 001 0,00 329 7,89
2025-07-18 13F Naples Global Advisors, Llc 54 336 5,40 1 375 13,84
2025-08-06 13F Modera Wealth Management, LLC 195 324 −2,35 4 942 5,44
2025-08-05 13F Next Capital Management LLC 117 399 −1,11 2 970 6,80
2025-07-24 13F Rice Partnership, LLC 0 −100,00 0
2025-07-24 13F Game Plan Financial Advisors, LLC 168 014 −4,11 4 251 3,53
2025-08-14 13F Ruggaard & Associates LLC 16 006 −1,96 405 5,76
2025-07-24 13F Financial Connections Group, Inc. 324 −95,43 0
2025-07-31 13F Gill Capital Partners, Llc 247 663 1,72 6 266 9,84
2025-08-12 13F State Farm Mutual Automobile Insurance Co 58 701 174,66 1 485 197,00
2025-08-07 13F/A Joseph Group Capital Management 45 332 −1,09 1 147 6,80
2025-07-29 13F Barden Capital Management, Inc. 0 −100,00 0
2025-08-07 13F Fonville Wealth Management LLC 47 955 −1,81 1 213 8,50
2025-07-08 13F Boltwood Capital Management 110 065 14,96 2 785 24,12
2025-07-18 13F TruNorth Capital Management, LLC 862 366 17,73 21 818 27,12
2025-07-25 13F Atria Wealth Solutions, Inc. 30 017 −1,73 772 7,97
2025-08-13 13F River Wealth Advisors LLC 0 −100,00 0
2025-08-11 13F WPG Advisers, LLC 9 412 2,53 238 10,70
2025-08-07 13F HC Advisors, LLC 102 148 −0,06 2 584 7,94
2025-07-24 13F Copperwynd Financial, LLC 261 078 8,16 6 605 16,80
2025-08-14 13F RMB Capital Management, LLC 337 220 −11,08 8 532 −3,98
2025-08-05 13F Bank Of Montreal /can/ 105 931 4,24 2 680 12,56
2025-08-06 13F Rialto Wealth Management, LLC 18 321 0,08 464 8,18
2025-07-24 13F Lee Financial Co 103 678 3,63 2 623 11,95
2025-07-31 13F Leavell Investment Management, Inc. 110 309 2,33 2 791 10,50
2025-08-11 13F Mill Creek Capital Advisors, LLC 48 568 121,55 1 229 139,38
2025-07-31 13F Brighton Jones Llc 56 873 6,70 1 439 15,22
2025-08-08 13F Empower Advisory Group, LLC 33 442 998 26,71 846 108 36,82
2025-07-22 13F Capital Advisors Inc/ok 8 311 210
2025-08-19 13F Advisory Services Network, LLC 188 415 69,88 4 852 86,72
2025-08-25 NP SWYLX - Schwab Target 2020 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 194 573 5,50 4 923 13,91
2025-08-07 13F Alliance Wealth Management Group 423 636 10,90 10 718 19,74
2025-05-09 13F Keener Financial Planning LLC 0 −100,00 0
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 104 271 5,86 2 638 14,35
2025-08-06 13F SNS Financial Group, LLC 22 261 0,49 563 8,48
2025-08-14 13F TT Capital Management LLC 23 684 560
2025-08-25 NP SWC1Z - Schwab VIT Balanced with Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 288 653 3,91 7 303 12,20
2025-08-28 13F Stark Wealth Management LLC 40 194 890
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 76 0,00 2 0,00
2025-07-24 13F Bernard Wealth Management Corp. 217 150 −5,31 5 494 2,23
2025-08-07 13F Cahill Financial Advisors Inc 144 045 −1,08 3 644 6,83
2025-08-07 13F Midwest Trust Co 329 413 8 334
2025-08-12 13F Putnam Fl Investment Management Co 10 614 −15,05 269 −8,22
2025-08-14 13F Bank Of America Corp /de/ 19 019 095 5,33 481 183 13,74
2025-05-21 13F Westbourne Investments, Inc. 0 −100,00 0
2025-07-30 13F Fairway Wealth LLC 5 404 0,00 137 7,94
2025-08-08 13F Pnc Financial Services Group, Inc. 37 178 −18,78 941 −12,31
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 31 021 785
2025-08-12 13F Peachtree Investment Partners, LLC 0 −100,00 0
2025-08-06 13F Atlantic Union Bankshares Corp 11 855 300
2025-07-15 13F GSB Wealth Management, LLC 1 285 0,94 32 10,34
2025-09-04 13F ZynergyRetirementPlanningLLC 566 783 6,72 14 340 4,41
2025-07-22 13F White & Co Financial Planning Inc 747 217 8,48 18 882 16,75
2025-08-05 13F Cherry Tree Wealth Management, LLC 1 886 0,00 48 6,82
2025-08-12 13F Eley Financial Management, Inc 37 049 −3,46 937 4,00
2025-08-12 13F CFC Planning Co LLC 10 508 17,20 266 26,19
2025-08-15 13F Binnacle Investments Inc 156 4
2025-08-18 13F Front Row Advisors LLC 13 049 −3,55 330 4,43
2025-07-08 13F Gillespie Robinson & Grimm Inc 8 325 −3,87 211 3,96
2025-09-04 13F Beacon Capital Management, Inc. 40 1
2025-08-14 13F Creegan & Nassoura Financial Group, LLC 129 186 −0,15 3 268 7,82
2025-08-07 13F Winthrop Capital Management, LLC 115 261 −3,78 3 0,00
2025-08-25 NP SWYBX - Schwab Target 2015 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51 457 1,04 1 302 9,05
2025-07-24 13F Mengis Capital Management, Inc. 38 555 −1,19 975 6,67
2025-08-14 13F Financial Engines Advisors L.L.C. 5 484 059 7,57 138 747 16,15
2025-04-29 13F Flagship Wealth Advisors, Llc 136 0,00 4 0,00
2025-08-12 13F North Star Asset Management Inc 447 720 −1,93 11 327 5,90
2025-07-15 13F Revisor Wealth Management LLC 18 481 1,50 485 13,62
2025-08-08 13F Wiser Advisor Group LLC 40 770 0,08 1 031 8,07
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-06-24 NP MWFQX - MainStay Equity ETF Allocation Fund Class R3 282 908 8,02 6 459 −7,68
2025-08-01 13F Biltmore Family Office, LLC 8 340 2,36 211 11,05
2025-07-16 13F Kiley Juergens Wealth Management, Llc 53 160 10,11 1 345 18,83
2025-08-08 13F TD Capital Management LLC 283 −70,46 7 −68,18
2025-08-13 13F Strategic Financial Planning, Inc. 762 757 0,17 19 298 8,17
2025-07-25 13F Hazlett, Burt & Watson, Inc. 176 −31,25 0
2025-07-25 13F Northwest Capital Management Inc 23 589 −52,11 597 −48,35
2025-07-14 13F Painted Porch Advisors LLC 2 516 0,00 64 8,62
2025-08-19 13F Newbridge Financial Services Group, Inc. 0 −100,00 0
2025-08-11 13F Root Financial Partners, LLC 9 759 0,59 247 8,37
2025-07-11 13F Coastwise Capital Group, LLC 37 669 5,09 953 13,59
2025-08-07 13F Kestra Private Wealth Services, Llc 22 771 13,46 576 22,55
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 1 273 785 4,70 32 227 13,43
2025-08-14 13F Waterford Advisors, LLC 40 803 −93,61 16 932 13,26
2025-07-15 13F EWG Elevate Inc. 81 031 8,22 2 050 16,88
2025-07-09 13F Sapient Capital Llc 10 202 −8,30 258 −0,77
2025-07-11 13F William Howard & Co Financial Advisors Inc 11 411 0,33 289 8,27
2025-05-20 13F Blue Rock Wealth Management LLC 11 537 −37,94 270 −43,75
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 1 000 −18,70 25 −10,71
2025-07-11 13F Capital Advantage, Inc. 9 768 −54,27 247 −55,25
2025-07-22 13F Wealthcare Advisory Partners LLC 108 377 33,85 2 742 44,49
2025-08-19 13F Asset Dedication, LLC 256 140 −1,21 6 480 6,67
2025-07-25 13F Concurrent Investment Advisors, LLC 42 120 10,46 1 066 19,26
2025-08-11 13F FineMark National Bank & Trust 13 202 −7,90 334 −0,30
2025-07-10 13F Orgel Wealth Management, LLC 246 306 8,83 6 232 17,52
2025-07-23 13F Woodside Wealth Management LLC 1 786 0,00 45 9,76
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-07-18 13F Access Financial Services, Inc. 10 936 −2,30 277 5,34
2025-08-14 13F Wealth Preservation Advisors, LLC 764 0,00 19 11,76
2025-08-14 13F Wells Fargo & Company/mn 938 079 3,80 23 733 12,09
2025-04-11 13F Safeguard Financial, LLC 184 998 8,69 4 334 −1,52
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-07-28 13F Harbour Investments, Inc. 36 709 3,16 938 12,48
2025-04-09 13F Worth Asset Management, LLC 0 −100,00 0
2025-08-08 13F Tortoise Investment Management, LLC 247 141 9,23 6 253 17,96
2025-08-13 13F Grantvest Financial Group LLC 35 315 6,91 893 15,52
2025-08-12 13F Holderness Investments Co 25 080 −3,97 635 3,76
2025-08-25 NP SWG1Z - Schwab VIT Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 432 042 4,47 10 931 12,81
2025-07-17 13F LexAurum Advisors, LLC 8 578 217
2025-07-15 13F MCF Advisors LLC 9 934 −0,07 251 8,19
2025-08-07 13F Curtis Advisory Group, LLC 18 965 7,46 480 15,98
2025-07-22 13F Merit Financial Group, LLC 394 720 188,66 9 986 211,77
2025-08-13 13F Level Four Advisory Services, Llc 26 163 19,30 662 28,85
2025-08-14 13F Operose Advisors LLC 2 241 0,00 57 7,69
2025-08-19 13F Cape Investment Advisory, Inc. 55 146 −1,10 1 395 6,81
2025-08-05 13F Tiaa Trust, National Association 35 488 24,99 898 34,89
2025-08-14 13F Aspen Grove Capital, LLC 48 914 −22,21 1 238 −16,02
2025-07-17 13F Leverty Financial Group, LLC 18 844 −42,88 477 −38,34
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-14 13F CoreCap Advisors, LLC 1 401 590 10,10 35 460 18,89
2025-07-09 13F Riversedge Advisors, Llc 198 224 −32,36 5 015 −26,96
2025-07-22 13F Miracle Mile Advisors, LLC 8 742 −9,22 221 −1,78
2025-08-14 13F Aberdeen Wealth Management LLC 400 0,00 10 11,11
2025-08-14 13F Prudent Investors Network 8 610 −46,74 218 −42,59
2025-08-01 13F First Command Advisory Services, Inc. 624 0,00 16 7,14
2025-07-22 13F Global Strategic Investment Solutions, LLC 141 621 −8,39 3 583 −1,08
2025-08-05 13F Oakwell Private Wealth Management, LLC 64 253 0,32 1 626 8,33
2025-08-05 13F Ellevest, Inc. 21 112 20,75 534 30,56
2025-07-29 13F Stordahl Capital Management, Inc. 12 822 0,00 324 8,00
2025-07-21 13F Warner Financial, Inc 28 732 5,26 1
2025-07-24 13F Blair William & Co/il 146 149 −13,96 3 698 −7,11
2025-08-01 13F Centerpoint Advisors, LLC 90 000 0,00 2 0,00
2025-08-08 13F Sittner & Nelson, Llc 44 0,00 1 0,00
2025-08-12 13F Pettyjohn, Wood & White, Inc 57 608 −0,86 1 457 7,05
2025-07-21 13F Investment Planning Advisors, Inc. 10 345 262
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-07-22 13F Red Tortoise LLC 37 544 −1,05 950 6,87
2025-08-14 13F Advisor OS, LLC 66 620 28,19 1 685 38,46
2025-08-14 13F Main Street Financial Solutions, LLC 583 102 4,93 14 752 13,31
2025-07-24 13F Galvin, Gaustad & Stein, LLC 9 885 250
2025-08-04 13F BLB&B Advisors, LLC 31 501 −5,29 797 2,18
2025-08-14 13F Ieq Capital, Llc 77 855 27,55 1 970 37,69
2025-07-10 13F Redhawk Wealth Advisors, Inc. 61 349 2,62 1 552 10,86
2025-07-18 13F Bartlett & Co. Wealth Management Llc 108 502 −10,96 2 745 −3,85
2025-08-11 13F Vanguard Group Inc 26 895 3,57 680 11,84
2025-08-11 13F Blue Bell Private Wealth Management, Llc 185 560 −1,67 4 695 6,18
2025-08-08 13F Compass Financial Services Inc 1 578 0,00 40 8,33
2025-07-28 13F Mutual Advisors, LLC 24 375 −0,68 642 15,05
2025-08-07 13F Alpha Financial Advisors, LLC 8 887 −12,50 225 −5,49
2025-08-12 13F MAI Capital Management 437 763 −2,59 11 075 5,19
2025-07-09 13F Keystone Wealth Services, LLC 9 366 −0,53 237 7,27
2025-07-17 13F XY Planning Network, Inc. 47 856 1 211
2025-08-14 13F IHT Wealth Management, LLC 85 051 −16,64 2 152 −10,00
2025-07-23 13F Ironwood Financial, llc 48 071 0,00 1 126 0,00
2025-08-13 13F Russell Investments Group, Ltd. 16 460 70,62 416 84,07
2025-06-13 13F Optima Capital Llc 0 −100,00 0 −100,00
2025-07-22 13F Woodmont Investment Counsel Llc 34 210 −0,23 866 7,72
2025-07-22 13F Red Door Wealth Management, LLC 23 745 −3,58 601 3,99
2025-04-25 13F Almanack Investment Partners, LLC. 0 −100,00 0 −100,00
2025-07-25 13F Cwm, Llc 208 804 −7,44 5 0,00
2025-07-28 13F Fairman Group, LLC 2 986 0,10 76 −2,60
2025-07-15 13F Fifth Third Bancorp 872 21,11 22 37,50
2025-05-14 13F SJA Financial Advisory, LLC 0 −100,00 0
2025-08-27 13F Seneca Financial Advisors LLC 406 343 1,85 10 280 9,97
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 140 718 0,25 3 560 8,27
2025-07-23 13F Arcataur Capital Management LLC 109 881 −0,06 2 780 7,88
2025-08-25 13F Silverlake Wealth Management Llc 44 290 1 121
2025-07-17 13F Chatham Capital Group, Inc. 16 655 0,00 421 7,95
2025-08-12 13F LPL Financial LLC 2 425 130 1,91 61 356 10,04
2025-07-30 13F Castle Wealth Management Llc 9 542 −2,21 241 5,70
2025-08-01 13F Solstein Capital, LLC 72 2
2025-08-14 13F Rock Point Advisors, LLC 10 096 2,02 255 10,39
2025-07-15 13F Gpwm Llc 176 0,00 4 0,00
2025-08-15 13F Chapman Financial Group, Llc 156 0,00 4 −25,00
2025-08-12 13F Fortis Capital Management LLC 182 064 −1,59 4 606 6,28
2025-05-09 13F Generation Capital Management LLC 0 −100,00 0
2025-07-30 13F Brookstone Capital Management 29 465 82,34 745 97,09
2025-08-12 13F Global Retirement Partners, LLC 51 418 −23,74 1 301 −25,42
2025-08-15 13F CI Private Wealth, LLC 2 427 258 105,07 61 427 121,50
2025-08-14 13F Tudor Investment Corp Et Al 281 391 1 057,84 7 119 1 151,14
2025-07-21 13F Whelan Financial 72 648 −0,27 1 838 7,74
2025-07-09 13F Fiduciary Alliance LLC 22 439 29,63 568 40,00
2025-07-16 13F Signature Resources Capital Management, LLC 12 960 −18,87 328 −12,57
2025-08-15 13F Kestra Advisory Services, LLC 75 786 −31,59 1 917 −26,13
2025-08-11 13F United Capital Financial Advisers, Llc 295 553 −14,13 7 477 −7,28
2025-08-14 13F Ausdal Financial Partners, Inc. 198 534 −0,13 5 023 7,84
2025-08-05 13F Towercrest Capital Management 423 636 10,90 10 718 19,74
2025-08-13 13F Quadrant Capital Group Llc 42 601 −13,12 1 078 −6,18
2025-08-14 13F Colony Group, LLC 1 289 071 −1,84 32 613 5,99
2025-04-11 13F Stony Point Wealth Management Inc. 0 −100,00 0
2025-04-24 13F Hidden Cove Wealth Management, LLC 0 −100,00 0
2025-07-23 13F West Paces Advisors Inc. 49 528 −0,48 1 253 7,46
2025-07-11 13F Sprinkle Financial Consultants LLC 49 320 3,14 1 248 11,34
2025-07-11 13F Busey Wealth Management 18 270 462
2025-08-01 13F Koss-Olinger Consulting, LLC 16 826 −0,07 426 7,59
2025-08-11 13F One Capital Management, LLC 17 366 −11,93 439 −4,98
2025-08-11 13F HHM Wealth Advisors, LLC 482 914 9,90 12 218 18,67
2025-08-14 13F Evergreen Capital Management Llc 183 783 0,09 4 650 8,07
2025-08-08 13F Wall Street Access Asset Management, LLC 11 550 0,00 292 8,15
2025-08-19 13F National Asset Management, Inc. 74 438 −29,78 1 883 −31,30
2025-07-18 13F Northeast Financial Group, Inc. 92 257 −26,41 2 334 −20,53
2025-08-11 13F Brass Tax Wealth Management, Inc 27 567 13,75 697 22,93
2025-07-08 13F Juncture Wealth Strategies, Llc 85 408 −40,54 2 161 −35,81
2025-08-05 13F Meridian Management Co 240 450 −44,62 6 192 −39,14
2025-08-29 13F Total Investment Management Inc 9 378 −0,44 237 7,73
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-07-14 13F Ridgewood Investments LLC 144 0,00 4 0,00
2025-08-11 13F Rothschild Investment Llc 1 319 −2,87 33 6,45
2025-07-14 13F Foster Group, Inc. 99 598 2,84 2 520 11,02
2025-07-28 13F Triton Wealth Management, PLLC 14 725 21,19 386 15,27
2025-08-04 13F Pinnacle Associates Ltd 109 948 −0,39 2 782 7,54
2025-08-12 13F NFP Retirement, Inc. 154 119 −25,76 3 899 −19,84
2025-08-14 13F Sei Investments Co 15 481 401 7,99 391 681 16,60
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-12 13F Founders Financial Alliance, LLC 102 0,00 3 0,00
2025-08-11 13F Brown Wealth Management, Llc 221 188 18,99 5 596 28,50
2025-05-12 13F Sandy Spring Bank 12 549 1,20 294 −8,12
2025-08-13 13F Wrenne Financial Planning LLC 13 597 8,52 344 17,41
2025-08-13 13F Colonial Trust Co / SC 212 17,78 5 25,00
2025-07-24 13F Von Berge Wealth Management Group, LLC 77 875 −0,05 2 040 15,06
2025-08-07 13F Parkside Financial Bank & Trust 19 288 0,02 488 7,98
2025-08-13 13F Rsm Us Wealth Management Llc 49 756 118,62 1 259 136,02
2025-08-13 13F Berkshire Asset Management Llc/pa 91 171 −4,05 2 307 2,49
2025-08-12 13F Waterloo Capital, L.P. 15 734 −14,73 398 −7,87
2025-07-29 13F Aire Advisors, Llc 20 000 0,00 506 8,12
2025-08-13 13F Fpc Investment Advisory, Inc. 9 646 2,75 252 15,07
2025-08-14 13F Financial Advisory Service, Inc. 28 361 21,93 718 31,80
2025-07-21 13F Qrg Capital Management, Inc. 12 572 −26,24 318 −20,30
2025-07-28 13F Cornerstone Wealth Group, LLC 169 359 −6,83 4 285 0,61
2025-07-31 13F Cabot Wealth Management Inc 14 137 −8,30 358 −1,11
2025-07-30 13F Pacific Sun Financial Corp 23 673 −4,71 599 2,75
2025-07-10 13F American Financial Advisors, LLC 378 799 0,80 9 584 8,84
2025-07-30 13F Whittier Trust Co Of Nevada Inc 281 682 −3,43 7 124 4,24
2025-04-11 13F Davis Capital Management 177 050 2,87 4 148 −6,79
2025-08-14 13F Mendel Capital Management LLC 53 884 −5,40 1 363 2,17
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 34 024 0,56 861 8,31
2025-08-11 13F Compass Capital Corp /ma/ /adv 15 995 1,08 412 22,99
2025-08-11 13F Brown Brothers Harriman & Co 33 784 855
2025-07-17 13F Kavar Capital Partners Group, Llc 244 183 4,91 6 178 13,28
2025-08-14 13F Mml Investors Services, Llc 461 740 −15,93 12 −8,33
2025-08-18 13F Arq Wealth Advisors, Llc 8 590 0,00 201 0,00
2025-09-12 13F/A Valeo Financial Advisors, LLC 63 455 181,60 1 353 156,74
2025-07-31 13F Opus Capital Group, LLC 180 301 244,41 5 300,00
2025-07-23 13F Sachetta, LLC 11 222 0,03 284 8,02
2025-07-29 13F Foster & Motley Inc 10 218 −5,71 0
2025-07-14 13F Hoey Investments, Inc 1 157 29
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-07-22 13F D.B. Root & Company, LLC 9 251 −6,33 234 1,30
2025-07-29 13F Planned Solutions, Inc. 46 536 −17,29 1 177 −10,70
2025-08-08 13F Condor Capital Management 20 417 −1,33 517 6,61
2025-08-13 13F Milestone Investment Advisors LLC 55 772 −13,24 1 411 −6,31
2025-07-31 13F Orion Capital Management LLC 348 0,00 9 0,00
2025-07-15 13F North Star Investment Management Corp. 7 976 4,25 202 12,29
2025-08-12 13F Jpmorgan Chase & Co 939 529 1,50 23 770 9,60
2025-08-14 13F Ameriprise Financial Inc 255 819 −74,68 6 473 −72,63
2025-07-24 13F Summit Place Financial Advisors, LLC 53 675 −0,14 1 358 7,78
2025-09-03 13F American Trust 27 507 696
2025-08-06 13F Texas Yale Capital Corp. 276 695 5,36 7 000 13,78
2025-08-11 13F Traub Capital Management LLC 100 3
2025-08-01 13F Motco 1 523 0,00 39 11,43
2025-07-17 13F Tritonpoint Wealth, Llc 17 488 −5,80 442 1,84
2025-07-03 13F Garde Capital, Inc. 213 264 −5,21 5 396 2,35
2025-08-13 13F Congress Wealth Management LLC / DE / 321 415 5,02 8 128 13,22
2025-07-09 13F Brand Asset Management Group, Inc. 216 428 −2,16 5 476 5,65
2025-07-15 13F Td Private Client Wealth Llc 33 853 341,77 856 378,21
2025-07-14 13F Cathy Pareto & Associates, Inc 10 118 256
2025-07-29 13F Salomon & Ludwin, LLC 2 302 59,42 60 78,79
2025-07-15 13F West Oak Capital, LLC 28 245 0,43 7 16,67
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 49 198 13,03 1 245 22,08
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 420 054 −1,10 10 627 2,55
2025-07-15 13F James J. Burns & Company, LLC 186 232 1,39 4 712 9,48
2025-07-16 13F ORG Partners LLC 870 0,00 22 10,00
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 127 119 0,74 3 216 8,80
2025-08-04 13F Creative Financial Designs Inc /adv 21 718 6,26 549 14,85
2025-07-21 13F Pflug Koory, LLC 2 648 0,00 67 8,06
2025-07-17 13F Albion Financial Group /ut 181 0,00 5 0,00
2025-08-11 13F Citigroup Inc 16 383 59,76 414 72,50
2025-07-28 13F BRYN MAWR TRUST Co 5 000 0,00 126 7,69
2025-08-13 13F Continuum Advisory, LLC 14 046 91,18 355 106,40
2025-04-28 13F Pinnacle Financial Partners Inc 10 286 101,25 266 1,14
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 −100,00 0
2025-07-09 13F Archer Investment Management, LLC 42 746 −28,33 1 081 −22,62
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 17 116 −2,11 433 5,87
2025-07-25 13F NorthRock Partners, LLC 38 915 −4,07 985 3,58
2025-08-05 13F GHP Investment Advisors, Inc. 43 037 −0,46 1 089 7,51
2025-04-22 13F Mendota Financial Group, LLC 0 −100,00 0
2025-07-22 13F Highland Capital Management, Llc 8 936 0,00 226 8,13
2025-08-06 13F Decker Retirement Planning Inc. 38 0,00 1
2025-07-30 13F Blume Capital Management, Inc. 2 032 0,00 51 8,51
2025-07-31 13F Dodds Wealth, LLC 0 −100,00 0
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 197 647 6,30 5 000 14,78
2025-07-23 13F Prime Capital Investment Advisors, LLC 536 870 −28,08 13 583 −22,35
2025-08-12 13F Atlas Capital Advisors Llc 31 227 1 724,01 790 1 875,00
2025-07-17 13F Wagner Wealth Management, Llc 733 −25,43 19 −21,74
2025-07-22 13F Steele Capital Management, Inc. 2 279 747 40,43 57 722 51,64
2025-08-12 13F Archer Investment Corp 389 −46,57 10 −47,06
2025-08-01 13F Ashton Thomas Private Wealth, LLC 69 085 0,81 1 748 8,85
2025-08-11 13F Symphony Financial, Ltd. Co. 80 049 2 025
2025-07-11 13F Myecfo, Llc 37 131 −2,62 939 5,15
2025-08-25 13F Hilltop Partners LLC 33 342 −5,10 844 2,43
2025-08-05 13F Arrowroot Family Office, LLC 0 −100,00 0
2025-07-16 13F Brown, Lisle/cummings, Inc. 280 0,00 7 16,67
2025-05-13 13F CacheTech Inc. 161 992 8,86 3 795 −1,38
2025-08-14 13F Fort Point Capital Partners LLC 330 358 19,30 8 358 28,84
2025-07-21 13F Tower View Investment Management & Research LLC 73 2
2025-07-23 13F Columbus Macro, LLC 77 415 12,60 1 959 21,61
2025-07-17 13F Fifth Third Securities, Inc. 200 471 0,93 5 072 8,98
2025-08-14 13F Clarity Capital Advisors, LLC 14 077 0,33 356 8,54
2025-07-25 13F Evolution Advisers, Inc. 2 156 0,00 0
2025-05-15 13F Glenmede Trust Co Na 22 561 6,76 529 −3,30
2025-05-27 13F Advisors Capital Management, LLC 0 −100,00 0
2025-07-29 13F Ballast, Inc. 87 844 2 222
2025-08-04 13F Mayflower Financial Advisors, LLC 0 −100,00 0
2025-07-31 13F Perissos Private Wealth Management, LLC 13 064 0,17 331 8,20
2025-08-01 13F Clark Asset Management, LLC 14 987 379
2025-08-06 13F AE Wealth Management LLC 29 618 32,95 749 43,76
2025-08-08 13F Avantax Advisory Services, Inc. 108 885 0,75 2 755 8,77
2025-07-21 13F Consilium Wealth Advisory, LLC 85 362 −29,48 2 160 −23,87
2025-07-29 13F Fundamentun, Llc 0 −100,00 0
2025-07-10 13F Piscataqua Savings Bank 688 0,00 17 6,25
2025-07-14 13F Farmers & Merchants Investments Inc 4 288 −4,84 108 2,86
2025-07-31 13F Carnegie Capital Asset Management, LLC 8 778 222
2025-07-02 13F Central Pacific Bank - Trust Division 52 0,00 1 0,00
2025-08-05 13F Holistic Financial Partners 9 851 −0,32 249 7,79
2025-05-02 13F Napatree Capital Llc 10 470 3,97 245 −5,77
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 0 −100,00 0
2025-07-17 13F Youngs Advisory Group, Inc. 445 992 −3,28 11 284 4,44
2025-05-09 13F Headlands Technologies LLC 0 −100,00 0
2025-08-14 13F Cardiff Park Advisors, Llc 2 740 0,22 69 7,81
2025-07-21 13F DHJJ Financial Advisors, Ltd. 135 622 3,83 3 431 12,12
2025-08-01 13F Chilton Capital Management Llc 207 429 0,00 5 248 7,96
2025-08-14 13F Leisure Capital Management 145 790 2,27 3 688 10,45
2025-08-14 13F Qube Research & Technologies Ltd 553 −83,41 14 −83,33
2025-07-07 13F Versant Capital Management, Inc 2 676 45,99 68 59,52
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 827 634 311,52 20 939 344,38
2025-08-12 13F Sfmg, Llc 13 309 0,50 337 8,39
2025-07-28 13F Morris Financial Concepts, Inc. 291 408 −1,06 7 373 6,84
2025-08-13 13F SageView Advisory Group, LLC 13 244 1,76 348 14,47
2025-04-15 13F Noble Wealth Management PBC 160 0,00 4 −25,00
2025-07-31 13F Heirloom Wealth Management 9 778 −4,17 247 3,35
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 93 0,00 0
2025-08-25 13F Fulcrum Equity Management 0 −100,00 0
2025-08-07 13F Panoramic Investment Advisors, Llc 65 833 11,60 1 666 20,48
2025-07-23 13F Proffitt & Goodson Inc 5 933 0,00 150 7,91
2025-07-17 13F K2 Financial Inc. 164 965 3,24 4 226 23,97
2025-08-11 13F Greykasell Wealth Strategies, Inc. 116 0,00 3 0,00
2025-08-06 13F Walkner Condon Financial Advisors LLC 10 851 −51,80 275 −48,01
2025-07-10 13F Exchange Traded Concepts, Llc 6 006 152
2025-07-24 13F JNBA Financial Advisors 500 0,00 13 9,09
2025-08-12 13F Bokf, Na 24 −97,85 1 −100,00
2025-07-11 13F Great Waters Wealth Management 45 763 −4,78 1 158 2,75
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