SCHG - Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
US ˙ ARCA ˙ US8085243009

Grundläggande statistik
Institutionella ägare 1486 total, 1484 long only, 0 short only, 2 long/short - change of 6,21% MRQ
Genomsnittlig portföljallokering 1.3620 % - change of 0,01% MRQ
Institutionella aktier (lång) 808 441 808 (ex 13D/G) - change of 66,39MM shares 8,95% MRQ
Institutionellt värde (lång) $ 22 595 207 USD ($1000)
Institutionellt ägande och aktieägare

Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF (US:SCHG) har 1486 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 808,441,808 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Sei Investments Co, Mather Group, Llc., Financial Engines Advisors L.L.C., Charles Schwab Investment Management Inc, LPL Financial LLC, Advisor Group Holdings, Inc., Mariner, LLC, Ameriprise Financial Inc, and Raymond James Financial Inc .

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

The share price as of September 19, 2025 is 31,99 / share. Previously, on September 23, 2024, the share price was 25,88 / share. This represents an increase of 23,60% over that period.

SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

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Institutionell sälj/köp-kvot

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

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

SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth 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
(%)
2025-07-30 13F Evermay Wealth Management Llc 10 512 0,00 307 16,73
2025-07-08 13F Persium Advisors, LLC 775 638 6,27 22 656 23,97
2025-07-23 13F Financial Life Advisors 33 843 −0,03 989 16,65
2025-07-15 13F Patriot Investment Management Inc. 22 714 1,90 663 18,82
2025-08-04 13F REDW Wealth LLC 10 248 0,00 299 16,80
2025-07-28 13F Essex LLC 31 079 −4,52 908 11,29
2025-08-14 13F Avant Capital LLC 98 381 −1,33 2 874 15,10
2025-07-16 13F Castleview Partners, Llc 14 309 418
2025-08-14 13F Hrt Financial Lp 26 154 −84,03 1 −100,00
2025-08-12 13F Prosperitas Financial LLC 436 018 34,71 12 736 57,16
2025-08-13 13F Providence Capital Advisors, LLC 2 586 76
2025-07-16 13F Twelve Points Wealth Management LLC 21 291 2,91 622 19,88
2025-08-19 13F Hohimer Wealth Management, Llc 17 936 0,00 524 16,48
2025-07-22 13F Net Worth Advisory Group 71 270 2 082
2025-08-06 13F Round Rock Advisors, LLC 9 276 271
2025-08-05 13F Marshall Financial Group Inc /adv 1 096 905 −1,98 32 041 14,35
2025-07-18 13F Institute for Wealth Management, LLC. 239 701 −0,79 7 002 15,74
2025-08-14 13F Broadleaf Partners, LLC 478 458 9,03 13 976 27,18
2025-07-28 13F Hamilton Point Investment Advisors, LLC 712 0,00 21 17,65
2025-07-31 13F Richards, Merrill & Peterson, Inc. 620 −68,16 18 −62,50
2025-07-30 13F Pittenger & Anderson Inc 7 812 0,00 228 16,92
2025-08-04 13F Center for Financial Planning, Inc. 4 569 0,00 133 16,67
2025-08-14 13F Raymond James Financial Inc 15 317 027 3,34 447 410 20,55
2025-08-07 13F Cvfg Llc 16 032 0,00 468 16,71
2025-08-12 13F Steward Partners Investment Advisory, Llc 197 955 28,09 5 782 49,44
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 92 201 2 692
2025-07-23 13F RMG Wealth Management LLC 4 795 625 142 573
2025-08-04 13F Hantz Financial Services, Inc. 12 065 0
2025-04-16 13F/A Western Wealth Management, LLC 0 −100,00 0
2025-04-22 13F Veridan Wealth LLC 134 542 24,46 3 369 10,64
2025-08-13 13F Green Harvest Asset Management LLC 11 285 −3,08 330 13,06
2025-07-29 13F Members Advisory Group LLC 774 708 4,34 22 630 21,71
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 68 325 −5,37 2 020 11,79
2025-07-25 13F Fifth Third Wealth Advisors LLC 10 675 312
2025-08-20 13F Tull Financial Group, Inc. 10 391 37,45 304 44,29
2025-08-11 13F Private Advisor Group, LLC 900 116 48,37 26 292 73,08
2025-07-15 13F Marquette Asset Management, LLC 4 311 747 7,86 125 946 25,82
2025-07-17 13F Montis Financial, LLC 74 268 −1,80 2 169 14,58
2025-08-12 13F Athena Investment Management 128 147 0,11 3 743 16,79
2025-08-13 13F Kilter Group LLC 8 253 0,00 241 16,99
2025-08-13 13F Legacy Capital Wealth Partners, LLC 10 068 294
2025-08-15 13F Keel Point, LLC 48 421 0,02 1 414 16,67
2025-09-04 13F/A Advisor Group Holdings, Inc. 18 835 687 6,66 549 441 24,25
2025-08-27 13F Barnes Wealth Management Group, Inc 87 079 1,38 2 544 18,28
2025-07-30 13F Avidian Wealth Solutions, LLC 67 820 −3,79 1 981 12,24
2025-07-24 13F Costello Asset Management, INC 25 681 1,86 750 18,86
2025-08-07 13F BOK Financial Private Wealth, Inc. 4 710 64,97 138 92,96
2025-07-17 13F DiNuzzo Private Wealth, Inc. 1 852 0,00 54 17,39
2025-07-25 13F Concord Wealth Partners 4 014 0,00 117 17,00
2025-08-13 13F Summit Financial, LLC 508 661 70,23 14 858 98,57
2025-07-28 13F Eq Wealth Advisors, Llc 113 6,60 3 50,00
2025-07-17 13F Charles Schwab Trust Co 1 614 097 −3,83 47 148 12,19
2025-08-14 13F Comerica Bank 58 665 8,01 1 714 26,05
2025-07-28 13F Frazier Financial Advisors, LLC 35 −87,97 1 −85,71
2025-07-15 13F Evanson Asset Management, LLC 19 148 −5,49 559 10,26
2025-07-22 13F Evensky & Katz LLC 0 −100,00 0
2025-07-17 13F Park Place Capital Corp 63 981 −15,81 1 850 −2,73
2025-08-04 13F HBK Sorce Advisory LLC 75 231 −6,00 2 198 9,69
2025-07-30 13F OMC Financial Services LTD 28 788 −0,24 841 16,34
2025-08-08 13F Creative Planning 1 874 072 −0,39 54 742 16,19
2025-07-30 13F SkyOak Wealth, LLC 754 621 9,18 22 042 27,36
2025-08-15 13F Semmax Financial Advisors Inc. 317 0,00 10 12,50
2025-08-04 13F Pensionmark Financial Group, Llc 1 343 084 157,56 39 231 200,46
2025-07-03 13F City Center Advisors, LLC 11 597 339
2025-07-15 13F McAdam, LLC 6 807 071 1,82 198 835 18,77
2025-07-24 13F 3Chopt Investment Partners, LLC 0 −100,00 0
2025-08-05 13F Atlas Wealth Partners, LLC 60 067 1,93 2 0,00
2025-07-25 13F Pathway Financial Advisors LLC 16 872 0,07 493 16,59
2025-07-28 13F Copia Wealth Management 1 910 0,00 56 17,02
2025-08-15 13F Synergy Financial Group, LTD 18 715 −12,67 547 1,87
2025-07-29 13F BKD Wealth Advisors, LLC 7 975 233
2025-07-29 13F Hoese & Co LLP 36 276 −9,10 1 059 6,01
2025-07-29 13F Lutz Financial Services LLC 19 334 −31,28 565 −19,89
2025-07-10 13F Worth Asset Management, LLC 11 308 6,78 330 24,53
2025-07-25 13F Genesee Capital Advisors, LLC 26 405 0,09 771 16,82
2025-04-23 13F Sabal Trust CO 30 644 0,00 767 −10,19
2025-08-07 13F Resources Investment Advisors, LLC. 7 265 280 −12,48 212 219 2,09
2025-08-13 13F Certior Financial Group, Llc 326 121 8,18 9 526 26,19
2025-08-05 13F Integrity Financial Corp /WA 49 648 47,64 1 450 72,21
2025-07-29 13F Madison Wealth Partners, Inc 76 113 −12,34 2 223 2,25
2025-08-04 13F Assetmark, Inc 3 208 414 1,26 93 718 18,13
2025-07-08 13F Zrc Wealth Management, Llc 7 950 0,01 232 16,58
2025-07-31 13F/A Avion Wealth 2 841 0,07 0
2025-07-28 13F Wealthspan Partners, Llc 35 611 136,81 1 040 176,60
2025-07-08 13F Advance Capital Management, Inc. 1 212 690 −12,17 35 423 2,46
2025-07-10 13F Triangle Securities Wealth Management 15 064 440
2025-07-29 13F Spreng Capital Management, Inc. 1 010 693 −0,29 29 522 16,32
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-14 13F Paragon Private Wealth Management, LLC 33 073 20,58 966 40,82
2025-07-28 13F ForthRight Wealth Management, LLC 9 122 0,00 266 16,67
2025-07-22 13F Inlight Wealth Management, LLC 3 000 0,00 88 16,00
2025-07-23 13F LifeSteps Financial, Inc. 24 322 −7,13 710 8,40
2025-08-05 13F Code Waechter LLC 477 224 30,01 13 940 154 777,78
2025-08-06 13F Regimen Wealth, Llc 412 394 −22,09 12 046 −9,15
2025-08-11 13F HighTower Advisors, LLC 7 897 044 3,71 230 673 20,99
2025-08-14 13F Summit Trail Advisors, Llc 34 627 1 011
2025-08-28 NP TFAGX - TFA AlphaGen Growth Fund Class I 30 200 882
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 28 067 0,09 820 16,67
2025-07-10 13F Focus Financial Network, Inc. 4 814 801 5,11 140 640 22,62
2025-08-14 13F Money Concepts Capital Corp 184 773 55,49 5 397 81,41
2025-07-18 13F Founders Capital Management 1 427 1,49 42 17,14
2025-07-17 13F HCR Wealth Advisors 164 631 −0,72 4 809 15,80
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 35 036 0,00 1 023 16,65
2025-07-24 13F/A TFR Capital, LLC. 81 352 4,07 2 376 21,41
2025-08-05 13F Dahring | Cusmano Llc 498 917 3,69 14 573 20,96
2025-07-16 13F West Branch Capital LLC 14 849 −30,42 434 −18,91
2025-07-18 13F Victrix Investment Advisors 11 282 −15,58 330 −1,50
2025-08-15 13F Equitable Holdings, Inc. 601 834 −8,62 17 580 6,60
2025-07-16 13F Valicenti Advisory Services Inc 19 818 −2,03 1
2025-08-15 13F Morgan Stanley 8 926 321 −6,57 260 738 8,99
2025-08-18 13F N.E.W. Advisory Services LLC 58 177 −87,55 1 699 −85,47
2025-07-21 13F Creative Capital Management Investments LLC 1 825 0,00 53 17,78
2025-07-14 13F Seascape Capital Management 11 544 0,10 0
2025-07-08 13F Atlas Brown,Inc. 10 510 0,10 307 16,79
2025-07-25 13F We Are One Seven, LLC 863 052 −8,98 25 210 6,18
2025-08-07 13F Meeder Advisory Services, Inc. 19 001 −2,50 555 13,96
2025-07-18 13F First Pacific Financial 32 643 −19,56 953 −6,20
2025-07-22 13F Appleton Partners Inc/ma 73 831 −1,42 2 100,00
2025-08-06 13F Bensler, LLC 113 955 −11,67 3 329 3,03
2025-07-14 13F/A Seek First Inc. 700 734 5,10 20 468 22,61
2025-08-14 13F UBS Group AG 2 085 902 15,37 60 929 34,58
2025-08-06 13F Valued Wealth Advisors LLC 1 003 34,09 29 61,11
2025-07-17 13F SeaBridge Investment Advisors LLC 21 176 0,06 619 16,82
2025-07-25 13F G2 Capital Management, Llc / Oh 16 092 0,00 470 16,92
2025-07-15 13F Alpha Omega Wealth Management LLC 45 265 62,43 1 322 89,67
2025-08-01 13F Facet Wealth, Inc. 1 104 582 −1,57 33 380 14,63
2025-07-25 13F FIDELIS iM, LLC 204 985 1,80 5 985 119 580,00
2025-07-29 13F May Barnhard Investments LLC 408 031 −1,10 11 919 15,36
2025-08-12 13F Long Island Wealth Management, Inc. 180 704 −3,94 5 278 12,06
2025-07-16 13F Falcon Wealth Planning 9 530 −5,20 278 10,76
2025-08-19 13F Wealth Group, Ltd. 7 633 −84,96 0 −100,00
2025-07-18 13F Powers Advisory Group, LLC 327 345 9,55 9 562 27,79
2025-08-11 13F Vanguard Group Inc 10 305 21,75 301 42,18
2025-08-14 13F Jane Street Group, Llc 82 711 2 416
2025-04-21 13F Curran Financial Partners, LLC 0 −100,00 0
2025-07-17 13F City Holding Co 2 100 0,00 61 17,31
2025-08-14 13F Diversify Advisory Services, LLC 81 441 −0,41 2 499 20,32
2025-08-12 13F Soundwatch Capital LLC 37 624 74,03 11 043 1 941,22
2025-08-11 13F Dorsey & Whitney Trust CO LLC 31 040 0,00 907 16,60
2025-07-08 13F Apella Capital, LLC 40 800 0,74 1 191 18,39
2025-08-14 13F JPL Wealth Management, LLC 0 −100,00 0
2025-08-08 13F KM Capital Management Ltd. 10 066 −44,43 294 −35,10
2025-08-14 13F Evercore Wealth Management, LLC 37 120 0,00 1 084 16,68
2025-07-17 13F Stone Point Wealth LLC 10 170 −12,47 297 2,41
2025-07-29 13F Financial Advisors, LLC 3 045 218 −1,85 88 951 14,49
2025-07-31 13F Ballast Advisors Llc 915 285 −2,69 26 735 13,52
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 336 226 −11,33 9 821 3,44
2025-07-23 13F HMV Wealth Advisors, LLC 44 255 −35,04 1 293 −24,22
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-12 13F Cutter & CO Brokerage, Inc. 0 −100,00 0
2025-08-11 13F Estate Counselors, LLC 0 −100,00 0
2025-08-15 13F Morse Asset Management, Inc 480 −13,04 14 7,69
2025-08-04 13F Creekmur Asset Management LLC 1 811 200,33 53 246,67
2025-08-13 13F Avestar Capital, LLC 107 939 −33,01 3 153 −21,86
2025-08-04 13F Joseph P. Lucia & Associates, LLC 239 349 0,25 6 991 16,95
2025-07-07 13F Insight Wealth Strategies, LLC 7 891 228
2025-08-14 13F Safeguard Investment Advisory Group, LLC 22 590 660
2025-07-31 13F Vaughan David Investments Inc/il 9 685 0,18 0
2025-08-07 13F Fagan Associates, Inc. 142 543 0,30 4 164 17,00
2025-08-07 13F Financially Speaking Inc 247 157 90 103,28 7 219 120 216,67
2025-07-21 13F Sage Financial Management Group, Inc. 315 531 −4,00 9 12,50
2025-07-29 13F Curbstone Financial Management Corp 526 903 −1,05 15 391 15,43
2025-08-14 13F McIlrath & Eck, LLC 1 748 0,00 51 18,60
2025-08-11 13F Hopwood Financial Services, Inc. 1 584 0,00 46 17,95
2025-08-07 13F AllGen Financial Advisors, Inc. 129 888 −73,97 3 794 −69,64
2025-07-21 13F Compass Planning Associates Inc 6 269 44,15 183 69,44
2025-08-08 13F Islay Capital Management, Llc 35 289 0,36 1 031 17,05
2025-08-13 13F Northern Trust Corp 117 213 −4,85 3 424 10,99
2025-07-16 13F Kathmere Capital Management, LLC 47 191 5,58 1 378 23,15
2025-08-06 13F Fairway Financial, LLC 343 176 −0,01 10 024 16,64
2025-07-15 13F Foster Victor Wealth Advisors, LLC 106 054 −7,96 3 122 11,26
2025-07-15 13F SJS Investment Consulting Inc. 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 334 271 −4,56 9 764 11,33
2025-08-06 13F Cannon Financial Strategists, Inc. 9 840 0,01 287 16,67
2025-07-30 13F Whittier Trust Co 52 0,00 2 0,00
2025-07-03 13F Trust Co of the South 9 920 0,00 290 16,53
2025-07-28 13F Compass Advisory Group LLC 195 254 1,83 5 703 18,79
2025-08-12 13F Change Path, LLC 328 281 27,10 9 589 48,28
2025-07-09 13F Presidio Capital Management, LLC 0 −100,00 0
2025-07-18 13F TPG Advisors LLC 14 075 0,00 411 16,76
2025-08-25 13F/A Promus Capital, LLC 9 008 0,00 263 16,89
2025-08-01 13F Liberty Wealth Management Llc 0 −100,00 0 −100,00
2025-08-13 13F Maia Wealth LLC 27 435 −6,90 801 10,94
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 1 225 655 −0,30 35 801 16,30
2025-07-24 13F FinDec Wealth Services, Inc. 453 667 −7,21 13 252 8,24
2025-08-13 13F Cerity Partners LLC 3 119 923 2,48 91 134 19,55
2025-08-13 13F Plan Group Financial, LLC 7 727 226
2025-08-06 13F Moors & Cabot, Inc. 73 191 66,34 2 138 4 988,10
2025-08-14 13F Clark Capital Management Group, Inc. 4 626 680 −0,53 135 145 16,03
2025-07-09 13F Heritage Wealth Architects, Inc. 53 918 1 575
2025-07-16 13F Owen LaRue, LLC 20 905 3,69 611 21,03
2025-07-10 13F Signal Advisors Wealth, LLC 14 216 −26,45 415 −14,08
2025-08-13 13F Beacon Pointe Advisors, LLC 3 651 154 0,23 106 650 16,92
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 426 592 −2,81 12 461 13,37
2025-07-30 13F Phillips Financial Management, Llc 1 016 0,00 30 16,00
2025-08-07 13F Vise Technologies, Inc. 15 156 443
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 −100,00 0
2025-08-12 13F Associated Banc-corp 26 899 3,21 786 20,40
2025-08-14 13F Waters Parkerson & Co., Llc 0 −100,00 0
2025-08-01 13F Delta Investment Management, LLC 9 599 −9,21 280 6,06
2025-07-29 13F Vectors Research Management, LLC 14 100 0,00 412 16,43
2025-08-07 13F Aspen Wealth Strategies, LLC 647 044 −0,27 18 900 16,34
2025-08-13 13F Patrick M Sweeney & Associates, Inc 13 068 −3,36 384 13,61
2025-08-13 13F Van Hulzen Asset Management, LLC 15 976 3,61 467 20,73
2025-08-14 13F Headlands Technologies LLC 21 129 50,11 617 75,28
2025-08-07 13F Palouse Capital Management, Inc. 6 666 −1,11 195 15,48
2025-08-01 13F SYM FINANCIAL Corp 22 556 0,00 659 16,67
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 3 041 261 −16,28 89 −2,22
2025-07-11 13F Lantz Financial LLC 16 052 0,00 469 16,71
2025-07-24 13F Rice Partnership, LLC 9 137 0,00 267 16,67
2025-08-06 13F Kcm Investment Advisors Llc 38 270 22,28 1 118 42,66
2025-07-28 13F Nestegg Advisors, Inc. 201 817 0,70 5 895 17,48
2025-08-12 13F Guerra Pan Advisors, Llc 135 058 7,36 3 945 25,28
2025-07-18 13F Newman Dignan & Sheerar, Inc. 230 380 −3,25 6 729 12,86
2025-07-29 13F Elevation Capital Advisory, LLC 417 929 12 208
2025-08-14 13F Warren Averett Asset Management, LLC 2 384 385 9,12 69 648 27,30
2025-07-15 13F Wealth Effects Llc 13 088 −8,01 382 7,30
2025-07-24 13F Accredited Investor Services, Llc 9 833 0,00 287 16,67
2025-08-13 13F Scotia Capital Inc. 19 782 0,00 578 16,57
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 33 353 0,33 974 17,07
2025-08-14 13F Moneta Group Investment Advisors Llc 5 757 249 8,60 168 169 26,69
2025-08-06 13F Paladin Advisory Group, LLC 12 000 1,04 351 17,85
2025-07-16 13F New Insight Wealth Advisors 21 727 0,00 635 16,54
2025-07-15 13F Retirement Guys Formula Llc 638 555 674,42 18 652 803,68
2025-08-06 13F Prospera Financial Services Inc 83 244 58,91 2 432 85,43
2025-05-13 13F Francis Financial, Inc. 0 −100,00 0
2025-08-06 13F One Wealth Capital Management, Llc 7 519 220
2025-08-13 13F Ark & Tlk Investments, Llc 32 697 0,00 955 16,75
2025-07-21 13F Segment Wealth Management, LLC 53 031 −0,34 1 549 16,29
2025-08-12 13F Franklin Resources Inc 7 968 0,00 233 16,58
2025-08-14 13F Murphy & Mullick Capital Management Corp 120 185 5,02 3 631 26,74
2025-07-15 13F McCarthy & Cox 70 855 555,88 2 070 666,30
2025-08-12 13F Tradition Wealth Management, LLC 1 636 557 0,01 47 804 16,66
2025-08-14 13F 10Elms LLP 392 0,00 11 22,22
2025-07-31 13F Hanlon Investment Management, Inc. 9 908 0,00 289 16,53
2025-08-05 13F MidAtlantic Capital Management, Inc. 58 567 12,23 1 711 30,93
2025-07-11 13F Hilltop Wealth Advisors, Llc 27 916 −3,74 815 12,26
2025-05-12 13F Scissortail Wealth Management, LLC 0 −100,00 0
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 257 847 2,90 7 532 20,04
2025-07-10 13F Stewardship Advisors, LLC 63 545 7,33 1 856 25,24
2025-08-28 NP TFAFX - Tactical Growth Allocation Fund Class I 4 100 120
2025-07-16 13F Cambridge Advisors Inc. 253 670 −0,40 7 410 16,18
2025-08-14 13F Mariner, LLC 17 810 580 3,09 520 234 20,25
2025-08-11 13F Anfield Capital Management, LLC 648 0,00 19 12,50
2025-07-14 13F Harbor Group, Inc. 790 931 −0,64 23 103 15,91
2025-08-05 13F Claro Advisors LLC 231 828 −30,14 6 772 −18,51
2025-08-15 13F Asset Allocation Strategies LLC 368 734 11,91 10 771 30,55
2025-08-01 13F James Investment Research Inc 63 761 8,32 1 862 26,41
2025-07-16 13F Plancorp, LLC 79 868 0,01 2 333 16,66
2025-07-23 13F Godsey & Gibb Associates 12 285 8,64 359 26,50
2025-08-14 13F Quartz Partners, LLC 29 404 24,99 859 45,67
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 1 640 699 3,97 47 925 21,29
2025-07-23 13F Nbt Bank N A /ny 26 515 −1,17 775 15,35
2025-08-01 13F Brookwood Investment Group LLC 57 265 −11,02 1 673 3,79
2025-08-12 13F BlackRock, Inc. 43 615 120,96 1 274 157,69
2025-05-29 NP Northern Lights Fund Trust - Ocean Park Domestic ETF 0 −100,00 0 −100,00
2025-07-07 13F Wesbanco Bank Inc 156 753 4 579
2025-07-25 13F Prostatis Group LLC 300 028 8 764
2025-07-29 13F Two West Capital Advisors LLC 42 305 7,71 1 278 33,68
2025-08-01 13F Milestone Asset Management Group, LLC 155 468 4,96 4 541 22,46
2025-07-24 13F Ronald Blue Trust, Inc. 17 982 277,61 525 341,18
2025-08-05 13F Prosperity Consulting Group, LLC 15 080 0,09 440 16,71
2025-08-12 13F Wisconsin Wealth Advisors, LLC 22 799 666
2025-07-10 13F Baker Tilly Financial, Llc 13 679 0,10 400 16,67
2025-08-11 13F Vista Cima Wealth Management LLC 453 421 2,38 13 244 19,43
2025-08-08 13F Meridian Wealth Management, LLC 853 924 −4,73 24 943 11,14
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0 −100,00
2025-07-17 13F RBA Wealth Management, LLC 22 105 2,82 646 19,89
2025-08-08 13F Good Life Advisors, LLC 20 746 1,95 606 18,86
2025-08-08 13F/A Prospect Financial Services LLC 51 022 360,90 1 490 437,91
2025-08-13 13F Cary Street Partners Financial Llc 664 848 −6,09 19 420 9,55
2025-08-14 13F Bishop & Co Investment Management, LLC 318 001 54,82 9 289 80,59
2025-08-04 13F Bristlecone Advisors, LLC 73 300 0,04 2 141 16,74
2025-08-11 13F Y.D. More Investments Ltd 1 122 −20,99 33 −8,57
2025-07-23 13F Bellevue Asset Management, Llc 29 347 0,89 857 17,72
2025-07-11 13F Meriwether Wealth & Planning, LLC 693 312 3,87 20 252 21,16
2025-05-15 13F CAPROCK Group, Inc. 18 389 4,67 460 −5,93
2025-07-29 13F Quotient Wealth Partners, LLC 130 447 −10,57 3 810 4,33
2025-07-18 13F Schaeffer Financial LLC 421 355 41,26 12 308 64,80
2025-08-13 13F Jones Financial Companies Lllp 737 098 36,18 21 391 57,95
2025-08-29 13F Evolution Wealth Management Inc. 2 256 66
2025-07-17 13F Sound Income Strategies, LLC 657 −72,99 19 −68,33
2025-07-29 13F Tradewinds Capital Management, LLC 4 246 0,00 124 16,98
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-08-13 13F Baird Financial Group, Inc. 138 655 36,31 4 050 59,07
2025-07-31 13F Glass Jacobson Investment Advisors llc 1 035 −98,96 30 −98,92
2025-05-12 13F RIA Advisory Group LLC 0 −100,00 0
2025-07-21 13F Custos Family Office, LLC 61 635 0,10 1 800 16,81
2025-08-08 13F Gts Securities Llc 29 261 855
2025-08-14 13F Apriem Advisors 77 470 1,67 2 263 18,55
2025-08-12 13F Armor Investment Advisors, LLC 3 260 0,00 95 17,28
2025-07-11 13F Scott Capital Advisors, LLC 88 986 0,07 2 620 17,65
2025-08-14 13F Certified Advisory Corp 321 326 4,45 9 386 21,84
2025-07-29 13F Swmg, Llc 8 336 253
2025-07-30 13F Crewe Advisors LLC 7 467 2 045,69 218 2 625,00
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 13 089 −16,18 382 −2,30
2025-07-28 13F Courier Capital Llc 14 100 0,00 412 16,43
2025-08-12 13F Gladstone Institutional Advisory LLC 141 552 1,95 4 135 18,93
2025-08-14 13F Fmr Llc 418 779 11,11 12 233 29,60
2025-07-24 13F Conning Inc. 696 517 0,00 20 345 16,66
2025-07-24 13F Coordinated Financial Services, Inc. 12 622 −11,24 369 −7,07
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2025-07-11 13F My Legacy Advisors, LLC 16 174 33,59 476 57,10
2025-08-08 13F Everett Harris & Co /ca/ 28 938 0,00 845 16,71
2025-08-14 13F Beaird Harris Wealth Management, LLC 9 912 418,41 290 514,89
2025-07-15 13F Axis Wealth Partners, LLC 12 086 0,38 353 17,28
2025-07-25 13F Wealth Advisory Team LLC 19 126 559
2025-08-14 13F Great Valley Advisor Group, Inc. 164 714 −2,28 4 811 13,98
2025-08-01 13F Bull Oak Capital, LLC 6 855 200
2025-08-13 13F M Holdings Securities, Inc. 0 −100,00 0
2025-08-05 13F Aviance Capital Partners, LLC 6 878 201
2025-07-29 13F Harbor Asset Planning, Inc. 160 643 4 692
2025-08-14 13F LaSalle St. Investment Advisors, LLC 0 −100,00 0
2025-07-07 13F First Community Trust Na 385 11
2025-07-25 13F Pegasus Asset Management, Inc. 7 638 223
2025-07-30 13F Clifford Swan Investment Counsel Llc 25 272 0,00 738 16,77
2025-08-06 13F RFG - Bristol Wealth Advisors, LLC 126 235 4,16 3 687 21,52
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2 904 89
2025-07-23 13F Valmark Advisers, Inc. 42 330 −7,14 1 236 8,33
2025-08-14 13F Susquehanna International Group, Llp Put 142 600 28,01 4 165 49,34
2025-07-24 13F Aurora Private Wealth, Inc. 29 235 −1,26 1
2025-07-30 13F TFB Advisors LLC 25 674 4,00 750 21,20
2025-08-14 13F Camden Capital, LLC 521 597 −9,44 15 236 5,64
2025-08-01 13F Financial Counselors Inc 742 682 −62,89 21 694 −56,71
2025-08-11 13F Cascade Wealth Advisors, Inc 8 962 272
2025-08-13 13F Pinkerton Retirement Specialists, LLC 9 464 0,00 276 16,95
2025-08-14 13F Fwl Investment Management, Llc 3 748 109
2025-07-17 13F Mainsail Financial Group, LLC 339 896 −0,10 10 017 17,57
2025-05-14 13F Renaissance Technologies Llc 0 −100,00 0 −100,00
2025-08-14 13F Atomi Financial Group, Inc. 1 831 771 25,91 53 506 46,88
2025-08-13 13F Summit Wealth Group Llc / Co 22 366 653
2025-08-14 13F Susquehanna International Group, Llp Call 366 500 224,62 10 705 278,67
2025-07-17 13F Michels Family Financial, LLC 68 925 2,78 2 013 19,89
2025-07-29 13F Chicago Partners Investment Group LLC 317 729 7,45 9 513 24,83
2025-08-07 13F Verus Capital Partners, Llc 47 564 45,92 1 389 70,22
2025-08-05 13F Milestone Asset Management, Llc 71 923 −48,20 2 101 −39,59
2025-08-07 13F New England Private Wealth Advisors LLC 59 532 −2,74 1 800 17,49
2025-04-17 13F Vista Wealth Management Group, LLC 27 808 0,01 696 −10,08
2025-07-22 13F Valpey Financial Services, LLC 264 923 7 738
2025-08-11 13F Birchbrook, Inc. 93 606 −7,04 2 734 8,45
2025-08-01 13F Capital Investment Counsel, LLC 10 745 0,09 314 16,79
2025-08-08 13F Woodley Farra Manion Portfolio Management Inc 0 −100,00 0
2025-04-22 13F Runnymede Capital Advisors, Inc. 0 −100,00 0
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-08-06 13F Quadrant Private Wealth Management, LLC 34 410 −1,83 1 005 14,60
2025-07-15 13F Aspire Capital Advisors LLC 24 111 −58,23 704 −51,28
2025-08-13 13F GeoWealth Management, LLC 72 782 22,77 2 126 43,19
2025-07-25 13F Wealth Architects, LLC 29 927 0,00 874 16,69
2025-07-18 13F Lowery Thomas, Llc 682 694 −1,72 19 941 14,65
2025-07-29 13F Northern Capital Management, Inc. 1 806 661 −1,77 52 773 14,58
2025-08-01 13F Signet Investment Advisory Group, Inc. 68 020 −1,81 1 987 14,53
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-08-07 13F Pinnacle Holdings, LLC 2 542 74
2025-08-12 13F Investments & Financial Planning, LLC 9 359 −1,05 273 15,68
2025-07-17 13F Clean Yield Group 608 0,00 18 13,33
2025-07-07 13F Bangor Savings Bank 2 040 0,00 60 15,69
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 −100,00 0
2025-07-16 13F Dakota Wealth Management 186 833 −9,26 5 457 5,86
2025-08-04 13F Savvy Advisors, Inc. 1 208 229 34,39 35 292 56,77
2025-08-06 13F OneAscent Family Office, LLC 42 710 13,65 1
2025-08-14 13F Integrated Wealth Concepts LLC 1 424 503 13,09 41 610 31,92
2025-07-22 13F Relyea Zuckerberg Hanson LLC 33 116 0,06 967 16,79
2025-08-14 13F Redwood Investment Management, Llc 8 130 0,06 0
2025-07-15 13F Cranbrook Wealth Management, LLC 0 −100,00 0
2025-04-14 13F Wela Strategies, Inc. 0 −100,00 0
2025-07-08 13F Atwood & Palmer Inc 764 22
2025-07-11 13F Colorado Capital Management, Inc. 37 218 14,62 1
2025-05-15 13F Millennium Management Llc 0 −100,00 0 −100,00
2025-07-15 13F Bfsg, Llc 104 211 0,84 3 044 17,67
2025-07-18 13F Pennsylvania Capital Management Inc /adv 37 618 1,45 1 099 18,32
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 609 057 6,29 17 791 24,00
2025-07-08 13F/A Salem Investment Counselors Inc 6 221 12,17 182 31,16
2025-08-14 13F Acas, Llc 87 999 −0,95 2 703 18,35
2025-07-25 13F Apollon Wealth Management, LLC 309 196 −7,88 9 032 7,46
2025-07-31 13F Briaud Financial Planning, Inc 2 736 0,00 0
2025-07-25 13F RHS Financial, LLC 14 102 −67,04 412 −61,62
2025-07-31 13F Oppenheimer Asset Management Inc. 22 344 −1,29 653 15,19
2025-07-23 13F Friedenthal Financial 3 894 1,83 114 18,95
2025-07-21 13F Rainey & Randall Investment Management Inc. 3 088 420 −0,06 90 213 16,58
2025-08-05 13F Freestone Capital Holdings, LLC 14 723 33,81 430 56,36
2025-08-14 13F Oxford Financial Group Ltd 51 731 0,00 1 511 16,68
2025-07-28 13F Rosenberg Matthew Hamilton 657 0,00 19 18,75
2025-05-13 13F Ground Swell Capital, LLC 0 −100,00 0
2025-08-13 13F Smith, Moore & Co. 221 386 24,08 6 467 44,75
2025-07-08 13F Nbc Securities, Inc. 11 672 3,73 0
2025-07-28 13F Revolve Wealth Partners, LLC 450 756 −7,93 13 167 7,41
2025-07-10 13F HWG Holdings LP 0 −100,00 0
2025-07-30 13F Jackson Thornton Asset Management, Llc 9 490 0,00 277 23,21
2025-08-13 13F Cresset Asset Management, LLC 340 289 1,72 9 940 18,66
2025-07-22 13F Hrc Wealth Management, Llc 2 267 730 5,54 66 240 23,11
2025-07-17 13F XML Financial, LLC 1 595 988 2,07 46 619 19,07
2025-08-06 13F Souders Financial Advisors 688 474 2,90 20 110 20,04
2025-07-15 13F Retireful, LLC 15 982 467
2025-07-16 13F Old Port Advisors 81 301 −4,15 2 375 11,82
2025-07-17 13F HB Wealth Management, LLC 1 779 473 12,90 51 978 31,70
2025-08-08 13F Financial Gravity Companies, Inc. 818 3 990,00 24
2025-07-22 13F Cedar Mountain Advisors, LLC 248 0,00 7 16,67
2025-08-12 13F Cynosure Management, Llc 33 626 −0,66 982 15,94
2025-08-07 13F Flagship Wealth Advisors, Llc 135 338 −22,98 3 953 −10,16
2025-08-11 13F Avantax Planning Partners, Inc. 15 205 975 2,14 444 167 19,15
2025-07-17 13F Oakworth Capital, Inc. 483 0,00 14 16,67
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 23 487 −13,62 686 0,88
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 437 9,25 13 20,00
2025-07-30 13F Cookson Peirce & Co Inc 0 −100,00 0
2025-07-09 13F Emprise Bank 8 829 0,00 258 16,29
2025-08-13 13F Townsquare Capital Llc 23 289 −91,37 680 −89,93
2025-07-10 13F Ferguson Wellman Capital Management, Inc 26 012 0,00 760 16,59
2025-07-31 13F Whipplewood Advisors, LLC 2 446 −94,06 71 24,56
2025-07-07 13F Capital Asset Advisory Services LLC 7 223 209
2025-07-10 13F Wedmont Private Capital 66 773 0,58 1 966 21,52
2025-08-11 13F Principal Securities, Inc. 1 324 545 66,90 38 690 74,93
2025-08-05 13F Tsfg, Llc 4 008 0,00 0
2025-07-21 13F Ameriflex Group, Inc. 2 021 −95,05 58 −94,32
2025-07-03 13F TrueWealth Advisors, LLC 43 376 −1,13 1 267 15,39
2025-07-14 13F Abound Wealth Management 1 962 408,29 57 533,33
2025-05-08 13F Lindenwold Advisors 0 −100,00 0
2025-08-04 13F Waterfront Wealth Inc. 15 253 5,71 446 23,27
2025-07-16 13F Perigon Wealth Management, LLC 797 307 3,93 23 289 21,23
2025-08-12 13F Charles Schwab Investment Management Inc 32 809 028 653,67 958 352 779,18
2025-07-25 13F Ackerman Capital Advisors, LLC 607 860 −2,13 17 756 14,17
2025-07-15 13F BKA Wealth Consulting, Inc. 20 249 3,94 591 21,36
2025-08-08 13F Bailard, Inc. 57 812 −8,25 1 689 7,04
2025-07-31 13F FSM Wealth Advisors, LLC 394 811 15,81 11 528 35,05
2025-08-13 13F Royal Fund Management, LLC 312 194 0,54 9 120 17,21
2025-08-11 13F United Advisor Group, LLC 85 267 156,62 2 491 199,64
2025-07-14 13F Baring Financial LLC 139 700 4,17 4 081 21,54
2025-08-12 13F Ameritas Investment Partners, Inc. 3 128 0,00 91 16,67
2025-05-14 13F PKS Advisory Services, LLC 0 −100,00 0
2025-07-17 13F Wolff Wiese Magana Llc 3 569 0,08 104 16,85
2025-08-05 13F BEAM Asset Management, LLC 34 306 16,89 1 002 36,51
2025-08-14 13F Smartleaf Asset Management LLC 19 644 −19,52 570 −6,56
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 8 813 257
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 16 040 0,00 469 16,71
2025-08-08 13F Firestone Capital Management 12 345 361
2025-07-30 13F Fingerlakes Wealth Management, Inc. 195 093 16,98 5 699 36,45
2025-07-11 13F Pinnacle Bancorp, Inc. 11 568 0,31 338 17,01
2025-08-01 13F American Financial & Tax Strategies Inc 12 080 0,00 353 16,56
2025-05-12 13F Lathrop Investment Management Corp 0 −100,00 0
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 9 055 706,32 264 842,86
2025-07-22 13F BridgePort Financial Solutions, LLC 127 672 319,77 3 729 390,01
2025-08-12 13F Allen Capital Group, LLC 79 933 7,13 2 335 24,95
2025-05-09 13F Fairfield Financial Advisors, LTD 0 −100,00 0
2025-07-22 13F Belpointe Asset Management LLC 1 725 277 51,00 50 395 76,14
2025-08-05 13F Dravo Bay Llc 1 131 282 1,50 33 696 20,74
2025-08-18 13F Tactive Advisors, LLC 63 902 982,53 1 867 241,13
2025-07-15 13F Main Street Group, LTD 4 343 −4,55 127 11,50
2025-08-12 13F J.w. Cole Advisors, Inc. 367 653 16,86 10 739 36,33
2025-08-13 13F American Money Management, LLC 11 194 0,10 327 16,43
2025-07-23 13F True Vision MN LLC 85 081 −3,63 2 485 12,44
2025-08-04 13F JDM Financial Group LLC 512 0,00 15 16,67
2025-07-15 13F Bnc Wealth Management, Llc 8 518 −7,39 249 7,83
2025-08-13 13F Ted Buchan & Co 11 976 0,00 350 16,72
2025-08-14 13F Betterment LLC 218 182 2,15 6 20,00
2025-08-01 13F Logan Capital Management Inc 0 −100,00 0
2025-04-17 13F Precedent Wealth Partners, Llc 0 −100,00 0
2025-05-16 13F Coordinated Financial Services, Inc./CO 11 421 267,94 286 −8,95
2025-07-16 13F/A CX Institutional 189 617 2 712,89 6
2025-08-11 13F Bellwether Advisors, LLC 7 341 0,00 214 16,94
2025-08-06 13F Robinson Smith Wealth Advisors Llc 75 913 −5,74 2 217 9,97
2025-07-11 13F Seacrest Wealth Management, Llc 516 338 6,23 15 082 23,92
2025-07-25 13F Mitchell Sinkler & Starr/pa 21 727 1,12 635 17,84
2025-08-13 13F Copley Financial Group, Inc. 9 302 −12,69 272 1,88
2025-07-24 13F JB Capital LLC 9 676 283
2025-07-09 13F Christopher J. Hasenberg, Inc 116 008 −51,44 3 389 −43,80
2025-07-23 13F Defined Financial Planning LLC 391 704 13,70 11 544 32,75
2025-07-22 13F Beacon Financial Advisory LLC 42 778 −14,06 1 250 0,24
2025-08-06 13F Yelin Lapidot Holdings Management Ltd. 57 120 0,00 1 668 16,64
2025-08-13 13F My Purposeful Wealth Corp. 55 349 1 673
2025-07-17 13F Venture Visionary Partners LLC 7 478 −27,79 218 −15,83
2025-08-13 13F 1832 Asset Management L.P. 0 −100,00 0
2025-04-09 13F Castle Rock Wealth Management, LLC 0 −100,00 0
2025-07-28 13F Patten & Patten Inc/tn 20 210 4,19 590 21,65
2025-08-07 13F Donaldson Capital Management, Llc 577 225 19,13 16 861 38,97
2025-08-12 13F Strategic Advisors LLC 76 078 −1,29 2 222 15,19
2025-08-13 13F Northwestern Mutual Wealth Management Co 9 187 006 11,35 268 352 29,89
2025-07-24 13F IFP Advisors, Inc 948 148 1,68 27 696 18,61
2025-07-09 13F Affinity Capital Advisors, LLC 304 835 −2,72 8 904 16,65
2025-08-05 13F Gilbert & Cook, Inc. 41 534 0,00 1 213 16,63
2025-08-01 13F Zhang Financial LLC 17 104 6,59 500 24,44
2025-08-12 13F Private Management Group Inc 10 588 0,00 309 16,60
2025-08-11 13F Strategic Wealth Partners, Ltd. 360 11
2025-08-06 13F SOUTH STATE Corp 52 301 −9,30 1 528 5,82
2025-08-11 13F Amara Financial, Llc. 241 854 72,59 7 065 101,37
2025-08-12 13F Weitzel Financial Services, Inc. 6 887 210
2025-08-04 13F IFG Advisory, LLC 60 589 35,91 1 770 58,51
2025-07-07 13F Modus Advisors, LLC 49 489 −0,34 1 446 16,25
2025-07-16 13F ORG Partners LLC 31 271 −18,72 904 −6,90
2025-07-30 13F White Lighthouse Investment Management Inc. 15 179 3,44 443 20,71
2025-07-17 13F Investment Research & Advisory Group, Inc. 611 0,49 18 13,33
2025-08-14 13F Goldman Sachs Group Inc 335 303 −35,61 9 794 −24,89
2025-04-25 13F EnRich Financial Partners LLC 0 −100,00 0
2025-08-13 13F Fisher Asset Management, LLC 44 493 22,67 1 300 43,06
2025-08-06 13F Adviser Investments LLC 192 187 34,66 5 614 57,09
2025-07-09 13F Summit Financial Consulting LLC 0 −100,00 0
2025-08-01 13F Penobscot Wealth Management 7 648 223
2025-08-27 NP LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares 472 821 0,00 13 811 16,66
2025-05-09 13F Delta Financial Group, Inc. 29 832 3,34 1
2025-07-17 13F/A Capital Investment Advisors, LLC 62 704 26,01 1 832 46,95
2025-08-07 13F Everhart Financial Group, Inc. 440 034 −1,26 12 853 15,19
2025-07-10 13F Kmg Fiduciary Partners, Llc 121 583 11,17 3 551 29,69
2025-08-12 13F Argent Trust Co 7 720 226
2025-07-22 13F Jamison Private Wealth Management, Inc. 17 636 52,17 515 77,59
2025-08-14 13F Sunbelt Securities, Inc. 671 209 1,86 18 707 13,38
2025-04-18 13F Boomfish Wealth Group, LLC 0 −100,00 0
2025-07-09 13F Westbourne Investments, Inc. 87 094 2,96 2 544 20,11
2025-07-23 13F High Note Wealth, LLC 3 0,00 0
2025-07-23 13F Arcadia Investment Advisors Llc 155 596 −0,13 4 545 16,48
2025-08-01 13F Bessemer Group Inc 0 −100,00 0
2025-07-23 13F Golden Reserve Retirement LLC 3 118 407 12,18 91 032 30,87
2025-08-12 13F Accredited Wealth Management, LLC 5 642 0,00 165 16,31
2025-07-23 13F Element Wealth, LLC 28 316 0,00 827 16,64
2025-08-07 13F Nwam Llc 84 483 10,77 2 555 33,79
2025-08-07 13F Palisade Asset Management, LLC 9 484 0,00 277 16,88
2025-08-07 13F Topel & Distasi Wealth Management, LLC 0 −100,00 0
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 270 971 15,39 7 915 34,61
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-07-16 13F Embree Financial Group 142 533 −2,49 4 163 13,74
2025-08-13 13F Transce3nd, LLC 6 823 6,48 199 24,38
2025-07-22 13F Mascoma Wealth Management LLC 644 19
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-14 13F Quantinno Capital Management LP 152 778 121,21 4 463 158,07
2025-08-14 13F Becker Capital Management Inc 86 971 −3,28 2 540 12,84
2025-08-05 13F Sigma Planning Corp 944 148 0,94 27 579 17,75
2025-08-12 13F/A Brightwater Advisory LLC 9 101 0,00 266 16,74
2025-07-29 13F Aspiriant, Llc 16 172 −0,01 472 16,83
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 1 304 0,00 38 18,75
2025-07-17 13F Beacon Capital Management, LLC 2 675 −6,11 78 9,86
2025-08-07 13F Gs Investments, Inc. 24 061 −18,66 703 −5,14
2025-08-15 13F Lantern Wealth Advisors, LLC 30 982 22,78 905 28,59
2025-08-08 13F Kaizen Financial Strategies 534 786 1,30 15 621 18,17
2025-08-05 13F Prosperity Wealth Management, Inc. 694 578 12,21 20 289 30,89
2025-08-20 13F Forefront Wealth Partners, LLC 45 540 66,11 1 269 84,99
2025-07-31 13F Buckingham Strategic Partners 1 448 022 −14,29 42 297 −0,02
2025-07-30 13F Bogart Wealth, LLC 617 997 1,93 18 052 18,91
2025-08-18 13F Hershey Financial Advisers, LLC 109 426 −12,00 3 196 −7,76
2025-07-30 13F Retirement Planning Group 226 855 44,12 6 626 68,13
2025-07-30 13F Forum Financial Management, LP 14 284 3,17 417 20,52
2025-07-22 13F IVC Wealth Advisors LLC 17 569 −5,25 513 10,56
2025-08-08 13F Apex Wealth Management, LLC 324 839 −28,27 9 489 −16,32
2025-07-28 13F Duncker Streett & Co Inc 74 558 0,01 2 178 16,67
2025-07-29 13F Barden Capital Management, Inc. 136 794 −2,22 3 996 14,05
2025-07-22 13F Visionary Horizons, LLC 959 324 −2,36 28 022 13,90
2025-07-09 13F Stony Point Wealth Management Inc. 10 551 −2,71 308 13,65
2025-08-19 13F Newbridge Financial Services Group, Inc. 100 0,00 3 0,00
2025-08-04 13F Kovack Advisors, Inc. 448 510 −5,35 13 101 10,41
2025-08-12 13F Pathstone Holdings, LLC 135 014 118,15 3 944 154,88
2025-07-09 13F WealthCare Investment Partners, LLC 19 003 0,19 559 28,21
2025-07-28 13F Private Wealth Asset Management, LLC 23 917 2,45 699 19,52
2025-04-30 13F J Hagan Capital, Inc. 150 158 4 185
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 645 005 9,14 18 841 27,31
2025-07-11 13F Annex Advisory Services, LLC 22 896 −2,91 669 13,22
2025-08-08 13F Kingsview Wealth Management, LLC 496 204 7,22 14 494 25,09
2025-08-12 13F Clearwater Capital Advisors, LLC 36 655 −4,72 1 071 11,11
2025-08-12 13F SRS Capital Advisors, Inc. 194 251 110,56 5 829 152,29
2025-08-14 13F Group One Trading, L.p. 9 446 192,54 276 243,75
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110 030 36,18 3 214 58,82
2025-07-30 13F Bleakley Financial Group, LLC 1 695 563 22,96 49 527 43,43
2025-08-11 13F Stonebrook Private Inc. 38 095 21,11 1 113 41,30
2025-07-23 13F Madden Advisory Services, Inc. 169 906 4,98 4 963 22,46
2025-08-14 13F Hamilton Capital, LLC 15 060 0,00 440 16,45
2025-07-25 13F Almanack Investment Partners, LLC. 779 973 2 464,69 22 783 2 893,82
2025-08-14 13F Vista Private Wealth Partners. LLC 1 079 507 3,26 31 532 20,45
2025-07-17 13F MBA Advisors LLC 324 115 3,57 9 467 20,81
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 524 314 4,75 15 315 22,20
2025-07-29 13F Stratos Wealth Partners, LTD. 252 645 0,84 7 380 17,63
2025-07-10 13F Ahl Investment Management, Inc. 14 040 0,00 410 16,81
2025-08-13 13F Allegheny Financial Group LTD 642 509 2,52 18 768 19,59
2025-07-29 13F Signature Estate & Investment Advisors Llc 60 928 32,62 1 780 54,70
2025-08-05 13F Fourth Dimension Wealth, LLC 9 530 −1,86 278 14,40
2025-07-17 13F Prepared Retirement Institute LLC 7 569 221
2025-07-30 13F BG Investment Services, Inc. 10 032 293
2025-07-25 13F Keener Financial Planning LLC 1 985 1 737,96 0
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-08-06 13F Wsfs Capital Management, Llc 8 078 0,92 236 17,50
2025-07-30 13F D.a. Davidson & Co. 442 843 0,75 12 935 17,53
2025-07-23 13F Ami Investment Management Inc 52 444 −1,83 1 532 14,51
2025-07-15 13F BCS Wealth Management 58 704 41,23 2 0,00
2025-08-12 13F Integrated Advisors Network LLC 405 091 2,18 11 833 19,19
2025-07-22 13F Berger Financial Group, Inc 2 271 714 2,92 66 357 20,06
2025-07-31 13F McCarthy Asset Management, Inc. 339 849 −5,36 9 927 10,40
2025-07-29 13F Werba Rubin Papier Wealth Management 84 760 −0,82 2 476 15,65
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 494 318 26,13 14 439 47,14
2025-07-22 13F Accel Wealth Management 329 500 1,08 9 625 17,91
2025-08-14 13F Financial Engines Advisors L.L.C. 38 175 151 −0,03 1 115 096 16,62
2025-06-03 13F Invst, LLC 776 469 −24,66 19 443 −32,32
2025-07-17 13F Capital Insight Partners, Llc 21 929 −1,08 641 15,32
2025-07-28 13F Brown Financial Advisory 8 240 241
2025-07-08 13F Adamsbrown Wealth Consultants Llc 10 834 0,14 316 17,04
2025-08-14 13F Scott Marsh Financial, LLC 11 715 342
2025-08-14 13F Ruggaard & Associates LLC 25 435 0,61 743 17,22
2025-07-17 13F Summit Financial Strategies, Inc. 26 848 −7,68 784 7,69
2025-07-31 13F Sage Mountain Advisors LLC 86 044 0,00 2 513 16,67
2025-07-21 13F Ameritas Advisory Services, LLC 200 178 −11,80 5 847 1,58
2025-08-08 13F Bouchey Financial Group Ltd 7 972 233
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-05-14 13F Heritage Wealth Partners, LLC 14 937 0,11 374 −9,88
2025-08-08 13F ProVise Management Group, LLC 518 105 −3,25 15 134 12,86
2025-08-12 13F Laurel Wealth Advisors LLC 112 430 2 871,19 4 −96,81
2025-08-13 13F Dana Investment Advisors, Inc. 132 201 0,16 3 862 16,86
2025-08-26 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 215 046 2,65 6 281 19,75
2025-07-18 13F Naples Global Advisors, Llc 8 424 246
2025-07-29 13F Kelman-Lazarov, Inc. 1 867 657 2,22 54 554 19,24
2025-08-12 13F Peachtree Investment Partners, LLC 351 910 −18,53 10 279 −4,96
2025-07-09 13F Wolff Financial Management Llc 8 553 0,00 0
2025-08-13 13F Icapital Wealth Llc 13 720 0,00 401 16,62
2025-08-07 13F/A Joseph Group Capital Management 116 482 0,05 3 402 16,71
2025-08-07 13F HC Advisors, LLC 196 027 −2,12 5 726 14,18
2025-08-11 13F Inspire Advisors, LLC 10 038 3,53 293 21,07
2025-08-15 13F Tower Research Capital LLC (TRC) 16 0
2025-07-16 13F GenWealth Group, Inc. 127 376 8,05 3 721 26,06
2025-07-31 13F Brighton Jones Llc 18 956 51,04 554 76,11
2025-08-12 13F Financial Advocates Investment Management 82 810 −25,02 2 454 −11,28
2025-07-30 13F Studio Investment Management Llc 6 885 201
2025-05-09 13F Belvedere Trading LLC Put 0 −100,00 0 −100,00
2025-08-14 13F Aprio Wealth Management, LLC 43 827 16,22 1 280 35,59
2025-07-21 13F New Century Financial Group, LLC 12 473 −61,61 364 −55,23
2025-07-31 13F Leavell Investment Management, Inc. 133 012 −0,07 3 885 16,56
2025-08-06 13F Vantage Financial Partners, LLC 29 904 0,00 873 16,71
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 889 26
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 176 0,00 5 25,00
2025-08-28 13F Stark Wealth Management LLC 37 163 1 065
2025-08-06 13F Atlantic Union Bankshares Corp 997 29
2025-08-14 13F Wealth Preservation Advisors, LLC 176 0,00 5 25,00
2025-08-06 13F Financial Advisory Corp /ut/ /adv 654 286 28,31 19 58,33
2025-08-14 13F Financial Advisors Network, Inc. 1 218 280 2,96 35 586 20,11
2025-07-24 13F Bernard Wealth Management Corp. 1 802 −0,61 53 15,56
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 12 655 370
2025-08-14 13F Bank Of America Corp /de/ 8 063 125 5,13 235 524 22,63
2025-08-07 13F Midwest Trust Co 1 547 812 45 212
2025-07-15 13F GSB Wealth Management, LLC 207 794 −8,07 6 065 6,74
2025-09-04 13F Beacon Capital Management, Inc. 184 5
2025-05-09 13F Roof Eidam & Maycock/adv 0 −100,00 0
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 115 503 −2,47 3 374 13,76
2025-09-04 13F ZynergyRetirementPlanningLLC 17 664 −24,82 516 −21,25
2025-04-24 13F Trust Co Of Vermont 0 −100,00 0
2025-07-28 13F Founders Grove Wealth Partners, Llc 15 095 441
2025-07-08 13F Gillespie Robinson & Grimm Inc 49 257 −0,47 1 439 16,06
2025-07-23 13F Spectrum Asset Management, Inc. (NB/CA) 210 977 −32,21 6 163 −20,93
2025-07-15 13F Garrett Investment Advisors LLC 31 311 7,91 915 25,90
2025-07-25 13F Retirement Planning Group, Llc / Ny 25 062 4,05 732 21,39
2025-08-19 13F Asset Dedication, LLC 134 549 0,08 3 930 16,76
2025-08-07 13F Winthrop Capital Management, LLC 161 338 −2,47 5 0,00
2025-07-14 13F Capital CS Group, LLC 84 961 18,27 2 482 37,99
2025-08-18 13F Front Row Advisors LLC 21 405 4,46 625 21,83
2025-08-14 13F Mpwm Advisory Solutions, Llc 0 −100,00 0
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 169 889 1,80 4 962 18,76
2025-08-13 13F Millington Financial Advisors, LLC 46 485 −22,74 1 392 −5,05
2025-08-14 13F Pinnacle Family Advisors, LLC 210 016 20,19 6 135 40,21
2025-08-14 13F Wells Fargo & Company/mn 3 842 162 6,77 112 230 24,55
2025-07-11 13F William Howard & Co Financial Advisors Inc 8 132 0,10 238 16,75
2025-07-16 13F Jentner Corp 26 098 −2,91 762 13,22
2025-08-14 13F Mercer Global Advisors Inc /adv 1 129 961 −15,81 33 006 −1,79
2025-08-14 13F Waterford Advisors, LLC 9 987 −20,61 367 16,51
2025-07-24 13F Morton Brown Family Wealth, LLC 9 376 0,00 274 16,67
2025-08-07 13F Kestra Private Wealth Services, Llc 154 253 −2,02 4 506 14,31
2025-04-11 13F Safeguard Financial, LLC 678 574 20,89 16 991 8,62
2025-07-02 13F Howard Financial Services, Ltd. 289 897 8 468
2025-05-20 13F Blue Rock Wealth Management LLC 390 729 7,53 9 784 −3,39
2025-08-14 13F LifePlan Investment Advisors, Inc. 113 664 −0,96 3 320 15,56
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 14 952 −11,42 437 3,32
2025-07-23 13F Woodside Wealth Management LLC 268 0,00 8 16,67
2025-07-10 13F Orgel Wealth Management, LLC 171 905 17,75 5 021 37,37
2025-08-08 13F Brickley Wealth Management 14 477 8,03 423 25,97
2025-07-28 13F Nadler Financial Group, Inc. 1 942 809 2,69 56 749 19,79
2025-08-12 13F Sfmg, Llc 0 −100,00 0
2025-07-15 13F Burns Matteson Capital Management, LLC 136 395 3,72 3 984 21,02
2025-07-18 13F Access Financial Services, Inc. 13 936 −3,76 407 12,43
2025-08-12 13F Trexquant Investment LP 15 105 441
2025-07-16 13F Minichmacgregor Wealth Management, Llc 307 618 −56,42 8 986 −49,16
2025-08-13 13F Stenger Family Office, LLC 0 −100,00 0
2025-07-15 13F MCF Advisors LLC 2 139 18,05 62 37,78
2025-08-14 13F CoreCap Advisors, LLC 272 484 1,98 7 959 18,95
2025-04-24 13F Wright Fund Managment, LLC 0 −100,00 0
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 6 936 203
2025-07-30 13F/A KPP Advisory Services LLC 127 373 0,95 3 721 17,76
2025-08-14 13F D. E. Shaw & Co., Inc. 114 668 137,92 3 349 177,69
2025-09-09 13F NWF Advisory Services Inc. 34 397 4,05 1 005 21,40
2025-07-22 13F Wealthcare Advisory Partners LLC 677 934 12,64 19 802 31,39
2025-05-14 13F Susquehanna International Group, Llp 0 −100,00 0 −100,00
2025-08-05 13F Tiaa Trust, National Association 51 726 −1,58 1 511 14,83
2025-08-14 13F Aspen Grove Capital, LLC 74 139 0,00 2 166 16,65
2025-07-30 13F MEMBERS Trust Co 26 336 0,00 769 16,69
2025-07-22 13F Macroview Investment Management Llc 212 151 4,29 6 197 21,66
2025-07-21 13F Financial Services Advisory Inc 137 529 −0,41 4 017 16,17
2025-07-22 13F Miracle Mile Advisors, LLC 137 395 −3,85 4 013 12,16
2025-08-11 13F Invenio Wealth Partners Llc 682 185 2,18 19 927 19,20
2025-07-22 13F Red Tortoise LLC 1 0,00 0
2025-08-04 13F Arkadios Wealth Advisors 192 423 106,20 5 621 140,58
2025-08-14 13F Toroso Investments, LLC 86 500 2 527
2025-08-14 13F Advisor OS, LLC 20 687 2,97 604 20,08
2025-08-13 13F B&D White Capital Company, LLC 588 337 −63,64 17 185 −57,59
2025-08-14 13F Ieq Capital, Llc 324 212 −7,32 9 470 8,12
2025-07-22 13F Kickstand Ventures, Llc. 322 359 69,69 9 416 97,98
2025-08-06 13F Spurstone Advisory Services, LLC 112 0,00 3 50,00
2025-08-04 13F BLB&B Advisors, LLC 345 340 −6,52 10 087 9,05
2025-07-22 13F Woodmont Investment Counsel Llc 40 291 3,80 1 177 21,11
2025-07-10 13F Redhawk Wealth Advisors, Inc. 364 149 −17,37 10 637 −3,62
2025-08-13 13F Global Endowment Management, LP 27 260 796
2025-07-14 13F Friday Financial 502 740 0,42 14 685 15,21
2025-07-09 13F Keystone Wealth Services, LLC 7 361 215
2025-07-18 13F Bartlett & Co. Wealth Management Llc 196 910 −3,41 5 752 12,68
2025-08-14 13F IHT Wealth Management, LLC 412 349 29,14 12 045 50,64
2025-08-06 13F Ipsen Advisor Group LLC 15 152 0,10 443 16,62
2025-08-08 13F Westbourne Investment Advisors, Inc. 198 438 1,78 5 796 18,75
2025-08-12 13F MAI Capital Management 2 252 000 0,04 65 781 16,70
2025-07-16 13F True North Advisors, LLC 52 689 −5,32 1 539 10,48
2025-08-11 13F Blue Bell Private Wealth Management, Llc 70 608 −0,19 2 062 16,43
2025-07-22 13F Red Door Wealth Management, LLC 11 586 −1,66 338 14,97
2025-07-23 13F Ironwood Financial, llc 17 527 0,00 439 0,00
2025-08-27 13F Seneca Financial Advisors LLC 797 120 6,93 23 284 24,74
2025-08-12 13F FourThought Financial Partners, LLC 7 763 227
2025-08-12 13F Fortis Capital Management LLC 9 620 −0,52 281 15,70
2025-07-21 13F Ascent Group, LLC 29 229 854
2025-07-09 13F Bulwark Capital Corp 29 908 874
2025-07-30 13F Eqis Capital Management, Inc. 227 419 29,02 6 643 50,51
2025-07-14 13F GAMMA Investing LLC 68 0,00 2 0,00
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 19 794 −25,66 578 −13,21
2025-08-12 13F Jpmorgan Chase & Co 7 489 982 7,64 218 782 25,57
2025-07-16 13F Magnus Financial Group LLC 152 926 17,36 4 467 36,91
2025-05-14 13F Monterey Private Wealth, Inc. 13 252 66,92 332 49,77
2025-07-15 13F Highland Financial Advisors, LLC 86 312 −36,00 2 521 −25,33
2025-07-02 13F HBW Advisory Services LLC 150 269 132,06 4 389 170,76
2025-08-11 13F United Capital Financial Advisers, Llc 2 023 549 −7,87 59 108 7,47
2025-07-18 13F Northeast Financial Group, Inc. 517 010 11,76 15 102 30,37
2025-08-11 13F Brass Tax Wealth Management, Inc 793 461 4,52 23 177 21,93
2025-08-15 13F Kestra Advisory Services, LLC 2 109 063 −10,99 61 606 3,84
2025-08-14 13F Cascades Capital Asset Management, LLC 4 114 0,00 120 16,50
2025-08-05 13F Telos Capital Management, Inc. 9 054 0,02 264 16,81
2025-08-14 13F Evergreen Capital Management Llc 21 468 26,61 627 47,88
2025-08-12 13F Umpqua Bank 10 740 0,00 313 16,79
2025-08-11 13F One Capital Management, LLC 518 991 −25,91 15 160 −13,57
2025-04-14 13F Lloyd Advisory Services, LLC. 0 −100,00 0
2025-07-29 13F FLC Capital Advisors 1 100 864 −8,27 32 156 7,00
2025-08-12 13F Zacks Investment Management 12 928 −50,62 378 −42,44
2025-07-08 13F Juncture Wealth Strategies, Llc 26 926 787
2025-08-14 13F Arete Wealth Advisors, LLC 8 048 0
2025-08-11 13F HHM Wealth Advisors, LLC 3 765 364 6,25 109 986 23,95
2025-07-22 13F One Wealth Management Investment & Advisory Services, LLC 24 817 0,76 725 17,53
2025-08-12 13F NFP Retirement, Inc. 141 649 −10,42 4 138 4,50
2025-07-10 13F Sharkey, Howes & Javer 15 792 0,00 461 16,71
2025-07-29 13F Barlow Wealth Partners, Inc. 15 544 0,00 453 15,31
2025-08-08 13F WASHINGTON TRUST Co 7 180 0,00 210 16,76
2025-08-13 13F Rsm Us Wealth Management Llc 491 814 201,07 14 366 251,22
2025-08-01 13F GoalVest Advisory LLC 10 896 0,00 318 16,91
2025-08-11 13F Brown Wealth Management, Llc 154 277 42,66 4 506 66,46
2025-07-16 13F Novem Group 1 355 187 25,60 39 585 46,52
2025-08-13 13F Berkshire Asset Management Llc/pa 469 935 −0,18 13 727 12,14
2025-07-22 13F Valley National Advisers Inc 794 943 6,79 23 27,78
2025-07-31 13F Cabot Wealth Management Inc 17 458 −0,03 510 16,48
2025-09-12 13F/A Valeo Financial Advisors, LLC 327 066 688,30 9 246 790,66
2025-07-28 13F Cornerstone Wealth Group, LLC 40 212 3,10 1 175 20,29
2025-07-09 13F Pallas Capital Advisors LLC 135 972 −6,87 3 972 8,65
2025-08-08 13F Smithfield Trust Co 85 253 2
2025-08-14 13F Financial Advisory Service, Inc. 393 347 −0,20 11 490 16,43
2025-07-10 13F American Financial Advisors, LLC 16 402 −0,79 479 15,98
2025-08-11 13F Compass Capital Corp /ma/ /adv 26 025 −11,92 793 17,68
2025-07-29 13F Rodgers & Associates, LTD 7 280 −26,61 213 −14,52
2025-07-21 13F Qrg Capital Management, Inc. 8 603 3,80 251 21,26
2025-07-17 13F Kavar Capital Partners Group, Llc 9 878 0,08 289 16,60
2025-08-06 13F/A Flagship Private Wealth, LLC 11 061 0,00 323 17,03
2025-08-13 13F BCJ Capital Management, LLC 142 516 −10,58 4 163 4,28
2025-07-28 13F WealthPLAN Partners, LLC 24 437 −0,88 714 15,56
2025-05-13 13F Shorepoint Capital Partners LLC 329 372 1,17 8 247 −9,10
2025-08-14 13F Mml Investors Services, Llc 8 643 532 22,34 252 43,18
2025-07-14 13F Hoey Investments, Inc 21 888 0,11 639 16,82
2025-07-31 13F Turning Point Benefit Group, Inc. 26 073 21,51 762 57,23
2025-07-23 13F Kingswood Wealth Advisors, Llc 816 618 8,71 23 853 26,81
2025-08-13 13F Milestone Investment Advisors LLC 1 047 007 −5,86 30 583 9,82
2025-08-14 13F Glenview Trust Co 9 518 −1,49 278 15,35
2025-08-14 13F Colony Group, LLC 892 683 11,79 26 075 30,41
2025-08-05 13F Financial Sense Advisors, Inc. 22 108 13,00 646 31,90
2025-08-14 13F Ameriprise Financial Inc 15 458 404 −0,13 451 342 16,44
2025-04-24 13F Confluence Wealth Services, Inc. 0 −100,00 0
2025-07-23 13F WESPAC Advisors, LLC 0 −100,00 0
2025-08-08 13F Advisors Capital Management, LLC 423 186 86,98 12 361 118,12
2025-08-12 13F Bokf, Na 180 −86,49 5 −84,85
2025-07-30 13F Strategic Blueprint, LLC 1 664 649 4,18 48 624 21,53
2025-07-09 13F Brand Asset Management Group, Inc. 109 942 5,94 3 211 23,60
2025-08-13 13F Congress Wealth Management LLC / DE / 263 011 21,86 7 683 41,19
2025-07-15 13F Td Private Client Wealth Llc 686 148 7,69 20 042 25,62
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 1 603 479 −10,73 46 838 4,14
2025-07-18 13F Provident Wealth Management, LLC 1 293 869 −0,59 37 794 15,96
2025-07-21 13F Pflug Koory, LLC 5 637 127,21 165 19,71
2025-07-17 13F Albion Financial Group /ut 10 499 −0,80 307 15,47
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 441 341 −0,26 12 892 10,10
2025-07-24 13F McKinley Carter Wealth Services, Inc. 81 211 264,70 2 372 325,85
2025-08-14 13F/A Rockefeller Capital Management L.P. 350 744 2,75 10 245 19,87
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 73 276 −1,11 2 140 15,36
2025-07-25 13F NorthRock Partners, LLC 32 793 −18,92 958 −5,43
2025-08-14 13F Fortress Private Ledger, Llc 77 844 5,06 2 274 22,53
2025-08-13 13F Crescent Grove Advisors, LLC 24 969 0,08 729 16,83
2025-08-01 13F Ashton Thomas Private Wealth, LLC 22 494 10,18 657 28,57
2025-08-12 13F Atlas Capital Advisors Llc 424 0,00 12 20,00
2025-07-18 13F Nabity-Jensen Investment Management Inc 161 758 −0,27 4 725 16,33
2025-07-22 13F Kessler Investment Group, LLC 232 0,00 7 20,00
2025-07-17 13F Wagner Wealth Management, Llc 22 −96,68 1 −100,00
2025-07-22 13F Highland Capital Management, Llc 6 976 204
2025-08-29 13F Total Investment Management Inc 3 405 99
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-17 13F Fifth Third Securities, Inc. 196 701 16,23 5 746 35,59
2025-08-05 13F GHP Investment Advisors, Inc. 1 465 966 0,49 42 821 17,22
2025-07-31 13F Perissos Private Wealth Management, LLC 154 054 −0,23 4 500 16,37
2025-07-24 13F JNBA Financial Advisors 3 719 0,08 109 16,13
2025-07-28 13F Sagespring Wealth Partners, Llc 23 449 −3,59 685 12,50
2025-08-01 13F Clark Asset Management, LLC 12 524 −14,42 366 −0,27
2025-04-25 13F BankPlus Wealth Management LLC 0 −100,00 0
2025-07-30 13F Paragon Advisors, LLC 9 460 8,05 276 26,03
2025-08-04 13F Integrity Alliance, Llc. 729 213 1,44 21 300 18,33
2025-08-14 13F Marshall Investment Management, Llc 12 237 −11,31 357 3,48
2025-07-23 13F Clear Creek Financial Management, LLC 41 701 349,46 1 218 425,00
2025-08-26 13F Claris Financial LLC 0 −100,00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-07-08 13F/A Adams Asset Advisors, LLC 46 573 1 360
2025-07-31 13F Carnegie Capital Asset Management, LLC 54 818 241,14 1 601 341,05
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-11 13F LongView Wealth Management 40 788 −77,62 1 191 −73,90
2025-08-12 13F Wayfinding Financial, LLC 8 408 0,00 0
2025-07-29 13F Arista Wealth Management, LLC 50 412 484,69 1 473 584,65
2025-08-04 13F Linscomb & Williams, Inc. 134 766 −4,88 3 937 10,97
2025-08-15 13F/A Florida Financial Advisors, Llc 12 879 8,18 376 26,60
2025-07-28 13F Morris Financial Concepts, Inc. 8 076 0,00 236 16,34
2025-08-05 13F Roffman Miller Associates Inc /pa/ 33 646 −0,78 983 15,67
2025-03-28 13F/A Berkeley, Inc 0 −100,00 0 −100,00
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 1 450 0,00 42 16,67
2025-08-13 13F Ally Invest Advisors Inc. 818 260 2,18 23 901 19,20
2025-08-13 13F Keystone Financial Group 54 387 −13,10 1 589 1,34
2025-07-31 13F Heirloom Wealth Management 113 543 2,27 3 317 19,28
2025-08-07 13F Panoramic Investment Advisors, Llc 160 181 7,21 4 679 25,05
2025-07-10 13F Exchange Traded Concepts, Llc 1 058 190 30 910
2025-04-15 13F Noble Wealth Management PBC 881 22
2025-07-15 13F Optima Capital Llc 104 185 1 055,81 3 043 1 252,44
2025-07-23 13F Hall Capital Management Co Inc 14 206 −14,25 415 0,00
2025-07-08 13F Granite Bay Wealth Management, LLC 17 100 −16,40 0
2025-08-06 13F Walkner Condon Financial Advisors LLC 9 014 0,24 263 16,89
2025-08-11 13F Diversified Portfolios, Inc. 17 638 −11,02 515 3,83
2025-08-06 13F AE Wealth Management LLC 335 988 36,05 9 814 58,73
2025-08-25 13F BLVD Private Wealth, LLC 68 415 1 998
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 58 808 0,09 1 718 16,72
2025-07-07 13F Versant Capital Management, Inc 1 020 0,10 30 16,00
2025-07-30 13F Klingman & Associates, LLC 17 767 −1,01 519 15,37
2025-08-13 13F Fort Sheridan Advisors Llc 48 184 38,07 1 407 61,17
2025-08-05 13F Burney Co/ 11 468 0,00 335 16,38
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-09 13F Breakwater Investment Management 252 0,00 7 16,67
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 19 258 −39,10 563 −28,95
2025-08-11 13F CFS Investment Advisory Services, LLC 7 269 0
2025-08-12 13F JMG Financial Group, Ltd. 264 699 −2,08 7 732 14,23
2025-08-15 13F Montag & Caldwell, Llc 64 024 0,00 1 870 16,66
2025-07-09 13F Krilogy Financial LLC 2 951 085 1,35 86 201 18,22
2025-07-30 13F Cambridge Capital Management, Llc 170 416 −0,77 4 978 15,74
2025-08-06 13F Grey Fox Wealth Advisors, LLC 12 740 0,09 372 16,98
2025-08-07 13F Alpha Cubed Investments, LLC 9 557 −1,98 279 14,34
2025-07-10 13F CWC Advisors, LLC. 9 728 0,00 284 16,87
2025-08-06 13F Stone House Investment Management, LLC 0 −100,00 0
2025-08-07 13F Future Fund LLC 8 813 257
2025-05-09 13F Encompass More Asset Management 0 −100,00 0
2025-08-08 13F Hudock, Inc. 12 508 0,02 365 16,61
2025-07-08 13F Gallacher Capital Management LLC 0 −100,00 0
2025-07-14 13F Park Avenue Securities Llc 2 793 121 27,95 82 50,00
2025-07-29 13F Yoffe Investment Management, LLC 13 824 0,00 404 16,47
2025-07-31 13F CVA Family Office, LLC 166 666 8,91 4 868 27,07
2025-08-04 13F NWK Group, Inc. 11 904 −39,44 348 −29,47
2025-08-13 13F Capital Advisors Wealth Management, LLC 54 387 6,42 1 589 24,16
2025-08-14 13F Kovitz Investment Group Partners, LLC 5 611 963 2,26 163 925 19,29
2025-07-29 13F Stephens Inc /ar/ 29 133 6,84 851 24,63
2025-07-17 13F Vermillion Wealth Management, Inc. 22 661 11,09 662 29,61
2025-08-07 13F Howard Bailey Securities, Llc 287 889 −0,63 8 409 15,92
2025-08-13 13F Annandale Capital, LLC 17 473 0,10 1
2025-07-17 13F Clear Point Advisors Inc. 385 585 −1,84 11 263 14,50
2025-07-29 13F Hartline Investment Corp/ 7 707 −15,62 225 −1,32
2025-07-10 13F Bigelow Investment Advisors, LLC 155 584 0,33 4 545 17,05
2025-08-13 13F First Trust Advisors Lp 8 493 248
2025-08-14 13F GWM Advisors LLC 645 962 37,51 18 869 60,41
2025-07-14 13F CRA Financial Services, LLC 1 021 763 4,10 29 846 21,43
2025-08-05 13F Pacific Wealth Strategies Group, Inc. 138 299 −65,14 4 179 −57,93
2025-08-08 13F Advyzon Investment Management, LLC 48 428 510,46 1 415 614,14
2025-07-25 13F Investment Advisory Group, LLC 7 377 −11,94 215 2,87
2025-08-14 13F Aqr Capital Management Llc 211 808 63,38 6 187 90,57
2025-07-28 13F RCS Financial Planning, LLC 9 767 285
2025-07-31 13F CNB Bank 0 −100,00 0
2025-08-04 13F Leeward Financial Partners, LLC 397 164 0,89 11 601 17,69
2025-08-04 13F Atria Investments Llc 627 847 13,27 18 339 32,13
2025-08-06 13F North Capital, Inc. 155 0,00 5 33,33
2025-08-14 13F C M Bidwell & Associates Ltd 3 911 −0,03 114 17,53
2025-05-13 13F EPG Wealth Management LLC 0 −100,00 0 −100,00
2025-07-15 13F DB Fitzpatrick & Co, Inc 141 0,00 4 33,33
2025-07-31 13F Manuka Financial, LLC 9 065 0,00 265 16,81
2025-08-13 13F Cheviot Value Management, LLC 2 513 0,08 76 16,92
2025-05-15 13F Human Investing LLC 0 −100,00 0
2025-07-11 13F/A Umb Bank N A/mo 32 607 −3,01 952 13,20
2025-08-14 13F Federation des caisses Desjardins du Quebec 458 0,00 13 18,18
2025-08-01 13F First National Trust Co 12 434 −11,08 363 3,71
2025-07-09 13F VisionPoint Advisory Group, LLC 10 342 8,15 302 26,36
2025-07-29 13F Clearview Wealth Advisors LLC 96 044 1,60 2 805 18,50
2025-08-25 13F Fulcrum Equity Management 32 820 32,43 959 54,52
2025-08-04 13F FRG Family Wealth Advisors LLC 718 962 2,29 21 001 19,32
2025-08-06 13F Csenge Advisory Group 219 916 −1,14 6 061 14,99
2025-08-11 13F Elite Financial, Inc. 446 208 0,16 13 18,18
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-07-16 13F Beaumont Financial Advisors, LLC 71 980 −0,19 2 103 16,45
2025-07-22 13F Duncan Williams Asset Management, LLC 322 359 9 416
2025-07-22 13F SOL Capital Management CO 22 170 0,59 1
2025-07-22 13F Team Financial Group, LLC 471 394 9,53 13 769 27,77
2025-07-14 13F Strategic Planning Group, Llc 624 143 4,90 18 231 22,38
2025-08-11 13F Resurgent Financial Advisors LLC 21 520 −27,91 629 −15,93
2025-08-08 13F Emerald Investment Partners, Llc 580 655 −0,11 16 961 16,52
2025-08-11 13F Cornerstone Planning Group LLC 1 248 754,79 37 1 133,33
2025-07-17 13F Patton Albertson Miller Group, Llc 7 014 205
2025-07-15 13F Boyd Wealth Management, LLC 162 255 4,31 4 739 21,70
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 17 887 11,55 522 30,17
2025-07-25 13F Gw Henssler & Associates Ltd 63 389 −14,69 1 852 −0,48
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 7 804 1,18 228 17,62
2025-07-07 13F Roxbury Financial LLC 2 416 71
2025-07-30 13F/A Old Point Trust & Financial Services N A 276 0,00 8 33,33
2025-07-25 13F Cwm, Llc 7 274 770 0,86 212 17,78
2025-07-14 13F Lederer & Associates Investment Counsel/ca 24 524 −0,98 1
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 282 250 0,00 7 068 0,00
2025-07-10 13F Family Legacy Financial Solutions, LLC 23 1
2025-07-23 13F MADDEN SECURITIES Corp 263 704 −1,38 7 703 15,04
2025-08-12 13F Jaffetilchin Investment Partners, LLC 18 864 −3,55 551 12,68
2025-08-13 13F Per Stirling Capital Management, LLC. 401 217 −0,13 11 720 16,50
2025-07-17 13F Clay Northam Wealth Management, LLC 480 621 0,42 14 039 17,14
2025-08-07 13F Summit Asset Management, LLC 1 374 580 0,34 40 151 17,05
2025-07-29 13F AssuredPartners Investment Advisors, LLC 9 149 −5,17 267 10,79
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 728 410 1,28 21 277 18,15
2025-07-29 13F Systelligence, LLC 625 096 1,73 18 259 18,67
2025-07-15 13F Sightline Wealth Advisors, LLC 86 737 3,14 2 534 20,33
2025-05-15 13F Laird Norton Trust Company, Llc 0 −100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 19 045 93,43 556 126,02
2025-07-30 13F Black Diamond Financial, LLC 876 953 −6,70 25 616 8,84
2025-08-14 13F Synovus Financial Corp 161 263 10,30 4 711 28,69
2025-07-16 13F John W. Brooker & Co., CPAs 63 222 −78,19 1 861 −74,38
2025-08-06 13F First Horizon Advisors, Inc. 16 418 145,85 480 186,83
2025-07-23 13F TriaGen Wealth Management LLC 378 784 −1,80 11 064 14,56
2025-07-18 13F Lynx Investment Advisory 15 136 −3,12 442 13,04
2025-07-15 13F Forte Capital Llc /adv 1 584 832 −9,63 46 293 5,42
2025-08-08 13F Pinney & Scofield, Inc. 3 760 0,00 110 15,96
2025-07-10 13F Polianta Ltd 288 500 8
2025-08-12 13F YANKCOM Partnership 4 608 0,00 135 16,52
2025-08-08 13F JFG Wealth Management, LLC 53 381 3,68 1 559 20,95
2025-07-31 13F Insight Wealth Partners, LLC 41 208 −1,42 1 204 15,01
2025-07-16 13F Colton Groome Financial Advisors, Llc 21 571 −3,85 630 10,53
2025-07-22 13F Unique Wealth, Llc 721 720 −9,32 21 081 5,79
2025-07-24 13F Brandywine Oak Private Wealth Llc 128 257 0,62 3 746 17,39
2025-08-08 13F Altfest L J & Co Inc 27 007 −2,53 789 13,71
2025-08-14 13F SWAN Capital LLC 0 −100,00 0
2025-07-25 13F Tranquility Partners, LLC 16 505 −0,90 482 15,59
2025-07-14 13F Brady Martz Wealth Solutions, LLC 858 063 −22,02 25 064 −9,03
2025-07-01 13F Burkett Financial Services, Llc 1 705 702 1,79 49 824 18,74
2025-07-30 13F Exencial Wealth Advisors, Llc 256 495 12,74 7 492 31,53
2025-08-05 13F Sunburst Financial Group, LLC 37 196 −0,13 1 087 16,52
2025-08-05 13F Snider Financial Group 249 920 73,49 7 300 102,38
2025-08-07 13F CENTRAL TRUST Co 1 307 0,85 38 18,75
2025-08-12 13F Quadcap Wealth Management, LLC 73 188 10,97 2 138 29,44
2025-08-08 13F Cetera Investment Advisers 9 269 786 −0,74 270 770 15,79
2025-07-17 13F Smith Chas P & Associates Pa Cpas 19 624 0,00 573 16,70
2025-07-23 13F Richardson Capital Management LLC 1 153 143 10,07 33 683 28,40
2025-07-10 13F Uptown Financial Advisors LLC 11 476 0,00 335 16,72
2025-07-31 13F Blue Sky Capital Consultants Group, Inc. 42 112 0,65 1 230 17,48
2025-07-29 13F Fundamentun, Llc 9 530 278
2025-05-14 13F Wescott Financial Advisory Group, LLC 0 −100,00 0
2025-07-28 13F Axxcess Wealth Management, Llc 46 224 110,59 1 350 145,90
2025-08-12 13F O'shaughnessy Asset Management, Llc 125 023 −7,30 3 652 8,11
2025-07-30 13F Insight Advisors, LLC/ PA 23 449 −29,16 685 −17,39
2025-07-21 13F Fortis Capital Advisors, LLC 999 061 −3,33 29 183 12,77
2025-07-21 13F Kennebec Savings Bank 4 970 15,90 145 35,51
2025-07-30 13F Princeton Global Asset Management LLC 18 742 0,01 547 16,63
2025-08-12 13F AlphaCore Capital LLC 59 889 60,62 1 749 87,46
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-04-29 13F Callan Capital, LLC 27 974 −5,94 700 −15,46
2025-08-14 13F Harvest Investment Services, LLC 10 390 −15,44 303 −1,30
2025-07-22 13F Old National Bancorp /in/ 73 948 −4,12 2 160 11,86
2025-07-31 13F BIP Wealth, LLC 17 027 −18,70 497 −5,15
2025-08-08 13F/A Ignite Planners, LLC 872 136 −0,45 25 937 15,16
2025-08-11 13F Bell Investment Advisors, Inc 6 742 −13,60 197 0,51
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 14 216 0,00 415 16,90
2025-08-12 13F Horizon Financial Services, Llc 2 638 0,00 77 16,67
2025-08-14 13F Gen-Wealth Partners Inc 226 11,88 7 20,00
2025-08-11 13F Aspen Investment Management Inc 18 226 0,05 1
2025-08-12 13F Calton & Associates, Inc. 256 756 23,28 7 500 43,80
2025-08-14 13F Hurley Capital, LLC 81 609 −0,13 2 384 16,47
2025-07-07 13F Lwm Advisors Inc 10 363 0,01 303 12,69
2025-07-15 13F Oxinas Partners Wealth Management LLC 104 728 −2,33 3 059 13,97
2025-08-14 13F Seneschal Advisors, LLC 13 013 380
2025-07-18 13F SOA Wealth Advisors, LLC. 13 262 −3,77 387 12,17
2025-07-07 13F RDA Financial Network 40 964 18,69 1 197 38,43
2025-07-18 13F Pure Financial Advisors, Inc. 24 883 −9,85 727 5,07
2025-07-17 13F Grandview Asset Management LLC 7 486 −21,40 0
2025-08-12 13F Cornerstone Wealth Management, LLC 71 901 −5,55 2 100 10,18
2025-08-13 13F VestGen Advisors, LLC 42 408 0,00 1 239 16,68
2025-08-04 13F AMG National Trust Bank 23 686 80,75 692 110,67
2025-08-11 13F Tidemark, LLC 2 936 0,00 86 16,44
2025-08-07 13F Cypress Capital Management LLC (WY) 8 606 −9,29 251 5,91
2025-07-21 13F Capital Planning LLC 792 977 −27,75 23 163 −15,72
2025-07-09 13F Mirador Capital Partners LP 8 176 0,00 239 16,67
2025-07-17 13F Hengehold Capital Management Llc 176 241 0,30 5 148 17,00
2025-07-15 13F Santori & Peters, Inc. 100 287 1,91 2 929 18,87
2025-08-14 13F Citadel Advisors Llc Call 224 200 23,66 6 549 44,26
2025-08-14 13F Citadel Advisors Llc Put 13 000 −82,53 380 −79,65
2025-07-29 13F Goldstein Advisors, LLC 27 219 −0,69 795 15,89
2025-07-10 13F Weinberger Asset Management, Inc 626 941 1,24 18 313 18,10
2025-08-06 13F ETF Store, Inc. 11 038 0,37 322 17,09
2025-08-14 13F Snowden Capital Advisors LLC 83 359 3,51 2 435 20,73
2025-08-12 13F Global Retirement Partners, LLC 178 318 4,43 5 209 9,46
2025-08-06 13F SJA Financial Advisory, LLC 116 184 −0,54 3 394 16,00
2025-08-15 13F Security National Bank Of So Dak 49 668 0,00 1 451 16,65
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-08-05 13F Dunhill Financial, LLC 524 30,67 15 50,00
2025-08-07 13F Addison Advisors LLC 40 −75,00 1 −75,00
2025-08-14 13F Two Sigma Investments, Lp 3 330 123 −6,39 97 273 9,20
2025-08-13 13F Capital Analysts, Inc. 48 872 −0,24 1 0,00
2025-08-14 13F Benjamin Edwards Inc 268 635 7,07 7 847 24,90
2025-08-07 13F Allworth Financial LP 559 784 −0,03 16 351 17,24
2025-08-04 13F MeadowBrook Investment Advisors LLC 1 044 −16,08 30 −3,23
2025-08-01 13F Belvedere Trading LLC Call 0 −100,00 0
2025-04-25 13F Colonial River Wealth Management, LLC 0 −100,00 0
2025-08-04 13F Saxony Capital Management, LLC 0 −100,00 0
2025-08-04 13F Econ Financial Services Corp 11 741 −86,63 343 −84,44
2025-07-15 13F Missouri Trust & Investment Co 30 664 0,00 896 16,69
2025-07-31 13F Oppenheimer & Co Inc 457 616 18,03 13 367 37,68
2025-07-18 13F RKL Wealth Management LLC 751 291 −5,88 21 945 9,79
2025-07-24 13F Papp L Roy & Associates 22 421 −2,27 655 13,94
2025-07-22 13F USAdvisors Wealth Management, LLC 526 012 4,86 15 25,00
2025-08-12 13F Wulff, Hansen & Co. 13 040 381
2025-08-14 13F Wilkins Miller Wealth Management, LLC 289 841 5,21 8 466 22,73
2025-08-07 13F Rossmore Private Capital 9 215 269
2025-08-11 13F Delta Asset Management Llc/tn 14 602 0,00 427 16,71
2025-08-12 13F Cooper/haims Advisors, Llc 74 665 −0,27 2 181 16,33
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 3 144 561 2,58 92 513 20,52
2025-08-14 13F Paradigm Capital Management, LLC/NV 46 344 2,79 1 0,00
2025-07-30 13F LGT Financial Advisors LLC 12 729 3,92 372 21,24
2025-08-01 13F Oarsman Capital, Inc. 21 462 0,84 627 17,67
2025-08-12 13F Riverstone Advisors, LLC 9 560 0,00 279 16,74
2025-07-22 13F Grimes & Company, Inc. 26 600 7,57 777 25,36
2025-08-13 13F Elios Financial Group Inc. 8 932 8,50 261 26,21
2025-08-06 13F Eukles Asset Management 3 50,00 0
2025-07-22 13F/A Red Mountain Financial, LLC 15 224 445
2025-07-31 13F Planning Center, Inc. 32 540 −7,55 950 7,83
2025-07-17 13F Tempus Wealth Planning, LLC 111 628 5,28 3 261 22,83
2025-08-05 13F GPS Wealth Strategies Group, LLC 4 068 9,80 119 28,26
2025-08-14 13F Diversify Wealth Management, Llc 169 398 3,11 5 199 24,53
2025-08-27 13F/A Brinker Capital Investments, LLC 602 503 25,40 17 599 46,28
2025-08-12 13F Asset Management Group, Inc. 38 239 0,10 1 117 16,74
2025-07-25 13F Sovereign Financial Group, Inc. 31 866 1,84 931 18,77
2025-07-24 13F Columbia Advisory Partners Llc 30 449 −49,34 889 −40,89
2025-07-17 13F Catalytic Wealth RIA, LLC 24 189 26,73 707 48,01
2025-07-22 13F Simplicity Wealth,LLC 465 870 1 083,52 13 608 1 281,52
2025-07-17 13F Smith Anglin Financial, LLC 136 869 −18,47 3 998 −4,90
2025-08-15 13F First Heartland Consultants, Inc. 20 850 5,90 609 23,53
2025-08-15 13F ROSS\JOHNSON & Associates LLC 277 25,91 8 60,00
2025-07-18 13F Forza Wealth Management, LLC 7 896 231
2025-08-04 13F Flagship Harbor Advisors, Llc 19 406 0,09 567 16,70
2025-07-15 13F Hidden Cove Wealth Management, LLC 24 293 5,84 710 23,52
2025-08-08 13F Foundations Investment Advisors, LLC 409 139 12,42 11 951 31,13
2025-08-12 13F Howe & Rusling Inc 880 36,01 26 56,25
2025-07-22 13F Iron Horse Wealth Management, LLC 8 0,00 0
2025-08-01 13F Petra Financial Advisors Inc 77 620 63,90 2 267 91,31
2025-08-11 13F Strategic Equity Management 10 623 0,00 310 16,54
2025-07-23 13F Citizens National Bank Trust Department 4 340 −24,39 127 −11,89
2025-08-11 13F Banque Cantonale Vaudoise 9 222 −26,02 0
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 99 516 −6,82 2 907 8,68
2025-08-14 13F TCG Advisory Services, LLC 16 705 −30,34 488 −18,83
2025-07-16 13F MBE Wealth Management, LLC 21 946 6,05 641 23,75
2025-07-09 13F Praetorian Wealth Management, Inc. 15 180 42,62 443 66,54
2025-07-11 13F Diversified Trust Co 136 432 0,63 3 985 17,41
2025-07-08 13F Richard P Slaughter Associates Inc 10 306 −9,05 301 6,36
2025-07-17 13F First County Bank /CT/ 52 369 29,21 1 530 50,79
2025-08-12 13F Personal Cfo Solutions, Llc 7 398 −10,96 216 3,85
2025-07-18 13F Rolek Wealth Management LLC 11 171 0,00 326 19,41
2025-08-08 13F Glassman Wealth Services 15 980 0,00 467 16,50
2025-07-18 13F Consolidated Planning Corp 14 406 0,46 421 16,99
2025-07-09 13F Burt Wealth Advisors 30 250 −2,15 884 14,08
2025-08-01 13F Equita Financial Network, Inc. 9 808 −8,46 286 6,72
2025-08-07 13F Fund Evaluation Group, LLC 9 190 023 −9,65 268 416 5,39
2025-08-13 13F Financial Freedom, LLC 0 −100,00 0
2025-07-23 13F Next Level Wealth Planning, LLC 424 116 9,54 12 388 27,79
2025-07-23 13F Roundview Capital LLC 14 964 −21,92 437 −8,77
2025-08-08 13F Fortis Group Advisors, LLC 9 596 290
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 22 660 138,63 662 176,57
2025-08-07 13F Ascension Capital Advisors, Inc. 10 903 3,58 318 20,91
2025-07-30 13F Cullen/frost Bankers, Inc. 37 049 0,08 1 082 16,85
2025-08-04 13F Capital Performance Advisors Llp 10 788 −1,42 315 14,96
2025-07-18 13F Truist Financial Corp 3 079 130 −4,24 89 941 11,71
2025-07-11 13F Bond & Devick Financial Network, Inc. 19 720 0,00 576 16,84
2025-07-30 13F Caliber Wealth Management, LLC / KS 10 254 2,60 300 19,60
2025-07-22 13F Sage Financial Group Inc 546 092 8,82 15 951 26,95
2025-07-09 13F Chesley Taft & Associates LLC 68 203 −1,73 1 992 14,68
2025-08-06 13F Vestmark Advisory Solutions, Inc. 175 944 124,83 5 139 162,33
2025-08-07 13F Resolute Advisors LLC 23 201 0,09 678 16,72
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-23 13F Avantra Family Wealth, Inc. 0 −100,00 0
2025-08-08 13F Capital Investment Advisory Services, LLC 70 142 −3,74 2 049 12,28
2025-07-21 13F HighMark Wealth Management LLC 7 246 253,98 212 313,73
2025-08-08 13F First Western Trust Bank 21 924 0,00 640 16,79
2025-08-14 13F Menora Mivtachim Holdings Ltd. 196 932 1,10 5 752 17,94
2025-08-12 13F CIBC Private Wealth Group, LLC 93 759 −1,98 2 739 28,54
2025-07-23 13F Watershed Private Wealth Llc 28 489 −0,81 832 15,72
2025-07-01 13F First National Bank Sioux Falls 272 990 3,23 7 974 20,42
2025-07-23 13F Sax Wealth Advisors, Llc 13 664 399
2025-08-12 13F Wood Tarver Financial Group, LLC 3 402 0,00 0 −100,00
2025-08-12 13F Guerra Advisors Inc 462 928 17,24 13 522 36,78
2025-07-17 13F LVW Advisors, LLC 803 755 1,32 23 478 18,19
2025-08-01 13F Advisory Alpha, LLC 133 152 −0,84 3 889 15,68
2025-08-08 13F MTM Investment Management, LLC 1 895 5,57 55 22,22
2025-07-25 13F LRI Investments, LLC 448 0,00 13 18,18
2025-08-12 13F Weaver Consulting Group 7 074 207
2025-08-12 13F OneAscent Financial Services LLC 145 412 219,81 4 300,00
2025-07-07 13F Global Wealth Strategies & Associates 5 820 0,00 170 17,24
2025-04-15 13F Transform Wealth, LLC 135 424 −16,06 3 391 −24,58
2025-08-13 13F Alerus Financial Na 580 17
2025-07-16 13F TCI Wealth Advisors, Inc. 28 008 0,00 818 16,69
2025-08-13 13F Johnson Financial Group, Inc. 2 303 −28,30 67 −16,25
2025-07-18 13F Cooper Financial Group 269 413 84,50 7 870 115,24
2025-08-08 13F Omega Financial Group, LLC 12 513 −2,10 366 14,06
2025-08-13 13F Truvestments Capital Llc 3 0,00 0
2025-07-22 13F Compass Financial Group, INC/SD 239 860 11,99 7 006 30,66
2025-07-25 13F Lodestar Private Asset Management Llc 85 906 10,26 2 509 28,67
2025-05-15 13F/A Orion Portfolio Solutions, LLC 480 479 298,39 12 031 257,96
2025-07-14 13F Sentinel Pension Advisors Inc 15 138 −75,24 442 −71,13
2025-08-06 13F Founders Financial Securities Llc 201 724 −1,05 5 892 14,52
2025-07-22 13F Gemmer Asset Management LLC 1 834 662 0,35 53 590 17,06
2025-08-27 NP LGWAX - LADENBURG GROWTH FUND Class A Shares 988 117 0,00 28 863 16,65
2025-07-15 13F Retirement Income Solutions, Inc 56 200 −2,15 1 642 14,12
2025-08-05 13F Bridgewater Advisors Inc. 9 883 −3,28 298 14,67
2025-04-17 13F Atlas Financial Advisors, Inc. 24 323 370,46 678 25,84
2025-08-14 13F Herold Advisors, Inc. 54 391 −20,24 1 589 −6,97
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-08-13 13F Finer Wealth Management, Inc. 13 622 −8,34 398 6,72
2025-07-28 13F WealthPlan Investment Management, LLC 203 981 2 603,88 5 958 987,23
2025-05-14 13F Summit Financial Wealth Advisors, LLC 95 405 2,46 2 389 −8,92
2025-04-14 13F Strategic Wealth Designers 0 −100,00 0 −100,00
2025-05-15 13F National Wealth Management Group, LLC 13 243 5,25 332 −5,43
2025-08-05 13F Crestwood Advisors Group LLC 7 006 205
2025-07-28 13F Chesapeake Wealth Management 172 989 −0,79 5 053 15,74
2025-08-13 13F Natixis Advisors, L.p. 65 276 −4,56 2 0,00
2025-08-27 NP LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares 1 048 280 0,00 30 620 16,66
2025-08-27 NP XNAV - FundX Aggressive ETF 86 462 −8,08 2 526 7,22
2025-08-08 13F Fusion Capital, LLC 42 992 0,04 1 256 16,64
2025-08-06 13F Geometric Wealth Advisors 16 688 0,00 487 16,79
2025-08-13 13F Mayfair Advisory Group, LLC 260 969 3,09 7 931 25,12
2025-08-11 13F Independent Advisor Alliance 116 155 −4,58 3 393 11,32
2025-04-30 13F Sofos Investments, Inc. 818 16 260,00 20
2025-07-10 13F YHB Investment Advisors, Inc. 478 119 −3,63 13 966 12,42
2025-07-21 13F Zwj Investment Counsel Inc 7 418 217
2025-08-08 13F Hartland & Co., LLC 217 542 −1,90 6 354 14,45
2025-08-27 NP LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares 244 610 0,00 7 145 16,65
2025-08-14 13F Mission Creek Capital Partners, Inc. 13 652 0,00 334 16,78
2025-07-22 13F Global Assets Advisory, LLC 17 024 −66,67 492 −60,03
2025-08-13 13F JT Stratford LLC 81 888 11,00 2 392 29,45
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 226 496 −1,51 6 616 14,88
2025-08-08 13F IMA Wealth, Inc. 227 848 1,45 6 655 18,35
2025-08-14 13F Acorn Wealth Advisors, LLC 171 358 98,35 5 005 131,39
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 1 547 821 −0,08 45 212 16,57
2025-07-10 13F Secure Asset Management, LLC 78 758 738,30 2 301 878,72
2025-07-24 13F KFA Private Wealth Group, LLC 12 479 0,02 365 16,67
2025-07-25 13F Verdence Capital Advisors LLC 508 041 10,02 14 840 28,34
2025-07-28 13F Ritholtz Wealth Management 22 063 3,48 644 20,83
2025-07-24 13F WMG Financial Advisors, LLC 26 379 10,21 771 28,55
2025-07-14 13F AdvisorNet Financial, Inc 35 707 −13,46 1 043 0,97
2025-07-29 13F Latitude Advisors, LLC 7 401 216
2025-08-27 NP LNCAX - LADENBURG INCOME FUND Class A Shares 21 634 0,00 632 16,64
2025-07-14 13F Golden State Equity Partners 48 966 4,66 1 430 22,12
2025-08-19 13F Anchor Investment Management, LLC 6 096 −6,16 178 9,88
2025-07-10 13F Threadgill Financial, Llc 8 014 −2,48 234 13,66
2025-08-01 13F FSA Advisors, Inc. 25 635 −49,68 749 −41,33
2025-05-09 13F Renasant Bank 0 −100,00 0
2025-07-11 13F Arthur M. Cohen & Associates, Llc 50 648 0,00 1 479 16,64
2025-07-24 13F Us Bancorp \de\ 691 028 −6,79 20 185 8,73
2025-08-05 13F NewSquare Capital LLC 1 0,00 0
2025-08-06 13F Rps Advisory Solutions Llc 11 444 −40,11 334 −30,13
2025-07-23 13F Independent Solutions Wealth Management, LLC 298 095 1,83 8 707 18,80
2025-08-14 13F Visionary Wealth Advisors 1 984 470 4,65 57 966 22,08
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-08-04 13F Crescent Sterling, Ltd. 66 539 1,08 1 944 17,90
2025-07-16 13F Diversified Enterprises, LLC 122 524 −4,09 3 579 11,88
2025-07-22 13F Noble Family Wealth, LLC 302 617 −7,69 8 839 7,67
2025-08-01 13F GPM Growth Investors, Inc. 465 025 0,54 13 583 17,29
2025-07-14 13F LaFleur & Godfrey LLC 12 578 −7,64 367 7,62
2025-07-31 13F City State Bank 276 −6,76 8 14,29
2025-07-30 13F Fiduciary Family Office, Llc 8 705 254
2025-08-13 13F Luminist Capital LLC 0 −100,00 0
2025-07-29 13F Dumont & Blake Investment Advisors Llc 26 467 4,07 773 21,54
2025-07-25 13F PrairieView Partners, LLC 400 0,00 0
2025-08-05 13F Huntington National Bank 31 0,00
2025-07-18 13F Eagle Capital Management, LLC 173 759 −12,16 5 25,00
2025-07-17 13F Janney Montgomery Scott LLC 109 610 −2,37 3 50,00
2025-07-17 13F Gleason Group, Inc. 240 473 0,10 7 024 16,77
2025-07-02 13F Marotta Asset Management 41 557 248,08 1 214 −2,41
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 196 514 27,11 5 740 48,28
2025-07-30 13F Wbh Advisory Inc 730 249 8,63 21 331 26,72
2025-08-14 13F Ancora Advisors, LLC 59 772 7,51 1 746 25,36
2025-07-09 13F Fragasso Group Inc. 8 141 0,10 238 16,75
2025-07-31 13F B & T Capital Management DBA Alpha Capital Management 698 752 −13,30 20 411 1,13
2025-08-14 13F Hancock Whitney Corp 31 108 909
2025-07-09 13F Thrive Wealth Management, LLC 5 077 667 6,05 148 319 23,71
2025-07-24 13F Greenwood Gearhart Inc 21 810 5,17 637 22,74
2025-07-07 13F Investors Research Corp 57 743 8,55 1 687 26,67
2025-07-31 13F Opes Wealth Management LLC 408 818 5,35 11 942 22,89
2025-07-14 13F Whitener Capital Management, Inc. 48 433 16,44 1 415 35,83
2025-08-11 13F Wealthspire Advisors, LLC 193 696 3,23 5 658 20,41
2025-08-11 13F Heritage Wealth Advisors 856 0,00 25 19,05
2025-07-08 13F Strategic Advocates LLC 75 509 −0,91 2 206 15,57
2025-04-02 13F Marcum Wealth, LLC 18 560 1,13 465 −9,20
2025-07-16 13F Signaturefd, Llc 108 906 −0,13 3 181 16,52
2025-07-23 13F Winthrop Advisory Group LLC 11 445 334
2025-08-05 13F Key FInancial Inc 1 233 148,59 36 200,00
2025-07-24 13F KC Investment Advisors, LLC 21 211 −47,05 620 −38,29
2025-08-14 13F Archetype Wealth Partners 15 200 0,00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 2 020 286 296,36 59 321,43
2025-08-11 13F Frank, Rimerman Advisors LLC 10 688 0,00 312 16,85
2025-08-12 13F Goepper Burkhardt LLC 1 327 110 5,45 38 765 23,01
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 15 407 450
2025-07-10 13F Kozak & Associates, Inc. 2 277 −6,95 67 13,56
2025-07-31 13F New Hampshire Trust 79 988 32,61 2 336 54,70
2025-08-12 13F Edmond De Rothschild Holding S.a. 816 0,00 24 15,00
2025-08-06 13F Hallmark Capital Management Inc 904 0,00 26 18,18
2025-08-06 13F Golden State Wealth Management, LLC 9 427 −27,22 275 −15,12
2025-08-14 13F Vista Capital Partners, Inc. 12 077 −2,29 353 13,92
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 256 0,00 7 16,67
2025-08-14 13F Dagco, Inc. 645 078 10,41 18 843 28,80
2025-07-22 13F Sage Investment Counsel LLC 7 465 218
2025-08-11 13F Lowe Brockenbrough & Co Inc 497 507 −7,30 14 532 8,13
2025-07-01 13F Harbor Investment Advisory, Llc 460 0,00 13 18,18
2025-07-25 13F Sequoia Financial Advisors, LLC 1 038 933 −9,58 30 347 5,48
2025-07-29 13F Stratos Wealth Advisors, LLC 766 658 −0,28 22 394 16,33
2025-07-25 13F Johnson Investment Counsel Inc 1 058 434 5,04 30 917 22,53
2025-08-14 13F EP Wealth Advisors, Inc. 736 753 100,06 21 521 133,38
2025-07-11 13F Skyline Advisors, Inc. 566 492 1,12 16 547 17,97
2025-07-18 13F Financial Consulate, Inc 58 221 0,06 1 701 16,68
2025-07-31 13F Ingalls & Snyder Llc 7 100 0
2025-07-29 13F Angeles Wealth Management, Llc 2 087 707 −21,69 60 982 −8,65
2025-07-16 13F BOS Asset Management, LLC 7 024 205
2025-07-16 13F Phil A. Younker & Associates, Ltd. 16 984 0,00 496 16,71
2025-07-07 13F Peterson Wealth Advisors, LLC 23 092 −0,58 675 28,63
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-07-29 13F Private Trust Co Na 18 355 −39,09 536 −28,91
2025-07-29 13F Smithbridge Asset Management Inc/de 456 460 6,79 13 333 24,57
2025-08-01 13F Envestnet Asset Management Inc 55 240 546 14,46 1 613 576 33,53
2025-07-23 13F Traphagen Investment Advisors Llc 10 217 −3,07 298 13,31
2025-08-05 13F Strategic Financial Concepts, LLC 46 077 79,05 1 346 108,85
2025-08-28 NP TFAQX - TFA Quantitative Fund Class I 43 800 1 279
2025-05-06 13F Alpha Omega Group, Inc. 433 249 6,35 10 849 −4,46
2025-08-05 13F Ciovacco Capital Management LLC 105 847 −78,90 3 092 −75,39
2025-08-11 13F VSM Wealth Advisory, LLC 332 453 3 873,38 8 125 3 787,56
2025-08-08 13F Beacon Harbor Wealth Advisors, Inc. 14 980 438
2025-08-08 13F Accredited Investors Inc. 45 706 0,00 1 335 16,70
2025-08-15 13F Binnacle Investments Inc 35 472 0,35 1 036 17,06
2025-07-28 13F Holistic Planning, LLC 10 754 10,25 314 28,69
2025-07-30 13F DecisionMap Wealth Management, LLC 36 130 −1,27 1 055 15,17
2025-08-11 13F Lcnb Corp 596 433 17,15 17 422 36,66
2025-08-14 13F Napa Wealth Management 0 −100,00 0
2025-07-31 13F Mason & Associates Inc 11 213 0,18 328 16,79
2025-08-04 13F Roble, Belko & Company, Inc 1 473 7,13 0
2025-08-04 13F Clear Investment Research, Llc 27 991 −1,51 818 14,91
2025-07-09 13F Fermata Advisors, LLC 143 254 35,17 4 184 57,71
2025-08-06 13F Commonwealth Equity Services, Llc 4 863 412 19,11 142 39,22
2025-07-31 13F Optimum Investment Advisors 878 0,11 26 19,05
2025-07-16 13F Independent Wealth Network Inc. 27 389 1,93 800 19,05
2025-08-01 13F Gwn Securities Inc. 62 772 16,87 1 834 30,44
2025-07-09 13F Beacon Financial Group 14 778 0,03 432 16,80
2025-07-17 13F Robbins Farley Llc 70 0,00 2 100,00
2025-08-27 NP ACGRX - Advisors Capital Growth Fund 331 900 130,65 9 695 169,05
2025-08-12 13F/A Cozad Asset Management Inc 36 785 0,00 1 074 16,61
2025-08-05 13F Mission Wealth Management, Lp 32 648 13,10 954 31,99
2025-07-23 13F Steel Peak Wealth Management LLC 10 748 −14,34 314 −0,32
2025-08-06 13F Aspect Partners, LLC 0 −100,00 0
2025-08-08 13F Kane Investment Management, Inc. 158 711 −21,22 4 636 −8,11
2025-08-11 13F Capital Square, LLC 38 056 −12,05 1 117 3,05
2025-07-31 13F Guardian Financial Partners, LLC 193 460 12,91 5 651 31,70
2025-08-11 13F Aptus Capital Advisors, LLC 240 841 −3,82 7 035 12,19
2025-07-10 13F Mogy Joel R Investment Counsel Inc 1 896 55
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-31 13F Guardian Asset Advisors, LLC 43 128 −1,53 1 258 15,84
2025-08-05 13F Bank of New York Mellon Corp 297 139 5,26 8 679 22,79
2025-07-07 13F Accelerate Investment Advisors LLC 12 834 −0,74 375 15,79
2025-08-08 13F Sculati Wealth Management, LLC 49 801 −25,16 1 455 −12,73
2025-08-18 13F Wolverine Trading, Llc Call 11 900 345
2025-08-14 13F Silvercrest Asset Management Group Llc 25 213 −4,50 736 11,35
2025-05-01 13F Grant/GrossMendelsohn, LLC 142 669 −11,30 3 601 −19,68
2025-08-07 13F Blackhawk Capital Partners LLC. 36 514 −29,79 1 067 −18,13
2025-08-14 13F Schwallier Wealth Management LLC 613 213 22,07 17 912 42,40
2025-08-12 13F Mcdonald Partners Llc 10 600 0,00 310 16,60
2025-08-08 13F Thoroughbred Financial Services, Llc 182 707 3,84 5 25,00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 243 686 48,40 7 213 75,58
2025-07-24 13F Weaver Capital Management LLC Put 187 16,25
2025-08-13 13F Wealthedge Investment Advisors, Llc 170 568 −2,26 4 982 14,03
2025-07-24 13F Weaver Capital Management LLC 798 565 −1,48 23 326 14,93
2025-04-15 13F Thompson Investment Management, Inc. 0 −100,00 0
2025-07-15 13F Accurate Wealth Management, LLC 19 255 26,42 567 52,56
2025-08-08 13F Atlantic Trust, LLC 5 756 0,00 168 16,67
2025-07-16 13F Freestate Advisors LLC 47 647 1 392
2025-08-05 13F Ring Mountain Capital, LLC 374 789 3,40 11 146 22,82
2025-07-24 13F Jfs Wealth Advisors, Llc 214 541 −0,38 6 267 16,21
2025-08-14 13F Hilltop Holdings Inc. 20 251 3,34 592 20,61
2025-07-07 13F Trust Co 1 424 0,00 42 17,14
2025-08-14 13F Royal Bank Of Canada 2 876 034 3,63 84 009 20,88
2025-08-13 13F Rinkey Investments 60 311 450,99 1 762 542,70
2025-08-08 13F Keyvantage Wealth, Llc 342 826 −1,57 10 014 14,81
2025-07-16 13F Highline Wealth Partners Llc 2 325 68
2025-08-11 13F Mosaic Family Wealth Partners, Llc 17 795 0,04 520 16,63
2025-08-08 13F Citizens Financial Group Inc/ri 18 195 0,02 531 16,70
2025-07-03 13F Collective Family Office Llc 7 342 214
2025-07-23 13F Cornerstone Enterprises, Llc 33 706 −84,59 985 −82,04
2025-07-09 13F Massmutual Trust Co Fsb/adv 51 143 8,18 1 494 26,20
2025-08-13 13F Brown Advisory Inc 56 105 6,80 1 639 24,56
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 12 621 −0,59 369 16,09
2025-08-13 13F MONECO Advisors, LLC 18 881 −2,96 552 13,14
2025-08-14 13F Stifel Financial Corp 2 124 997 −7,90 62 072 7,44
2025-08-05 13F Cassaday & Co Wealth Management LLC 128 673 4,03 3 759 21,34
2025-08-13 13F D L Carlson Investment Group Inc 16 735 13,22 489 31,89
2025-08-18 13F Geneos Wealth Management Inc. 795 201 0,32 23 228 17,03
2025-07-15 13F Focused Wealth Management, Inc 18 625 −0,05 544 16,74
2025-08-13 13F SMART Wealth LLC 14 331 1,42 419 18,41
2025-08-14 13F Destination Wealth Management 47 452 −3,72 1 386 12,32
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 4 880 0,00 143 16,39
2025-07-23 13F Joel Isaacson & Co., LLC 7 577 221
2025-05-01 13F Q3 Asset Management 0 −100,00 0
2025-08-05 13F Blue Barn Wealth, LLC 146 468 −1,17 4 278 15,28
2025-08-14 13F Vivaldi Capital Management, LLC 10 689 312
2025-07-22 13F Apexium Financial, Lp 799 865 14,23 23 364 33,26
2025-08-15 13F Captrust Financial Advisors 1 606 125 −2,15 46 915 14,14
2025-08-06 13F Soltis Investment Advisors LLC 21 897 −0,57 640 15,97
2025-08-06 13F Stokes Family Office, LLC 14 569 0,00 426 16,76
2025-07-25 13F Midwest Capital Advisors, LLC 786 188 −26,76 22 965 −14,56
2025-07-15 13F Total Wealth Planning, Llc 299 859 0,46 8 759 17,20
2025-08-11 13F NewEdge Wealth, LLC 36 219 0,78 1 093 21,58
2025-07-18 13F Liberty Capital Management, Inc. 220 638 4,48 6 445 21,86
2025-08-07 13F Lakeridge Wealth Management LLC 22 303 −6,70 651 8,86
2025-07-11 13F SILVER OAK SECURITIES, Inc 123 997 −27,50 3 622 −15,38
2025-07-22 13F Fortitude Advisory Group L.L.C. 30 973 1,78 905 24,86
2025-08-14 13F Glenmede Investment Management, LP 7 420 217
2025-07-10 13F Oldfather Financial Services, LLC 11 231 0,62 328 17,56
2025-07-09 13F Westmount Partners, LLC 64 653 220,94 1 889 274,60
2025-08-13 13F Lido Advisors, LLC 519 330 −80,76 15 170 −77,55
2025-07-14 13F Armstrong Advisory Group, Inc 0 −100,00 0
2025-08-29 13F Centaurus Financial, Inc. 150 534 24,44 4 33,33
2025-08-05 13F Plante Moran Financial Advisors, LLC 18 727 −1,69 547 14,92
2025-08-13 13F Mount Yale Investment Advisors, LLC 9 413 0,01 275 16,60
2025-08-14 13F Gotham Asset Management, LLC 16 000 467
2025-08-07 13F Rollins Financial Advisors, LLC 1 513 062 −6,57 44 197 8,99
2025-08-13 13F Everstar Asset Management, LLC 17 139 −5,45 501 10,38
2025-07-22 13F PUREfi Wealth, LLC 15 200 444
2025-07-29 13F Mb, Levis & Associates, Llc 4 020 0,10 117 17,00
2025-08-01 13F Rossby Financial, LCC 2 025 0,00 59 15,69
2025-07-16 13F Tenret Co LLC 72 543 0,00 2 119 16,63
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 1 746 511 0,22 51 016 16,90
2025-08-06 13F Savant Capital, LLC 725 953 −1,68 21 205 14,70
2025-07-16 13F Moneywise, Inc. 17 168 0,01 501 16,78
2025-08-14 13F Boston Private Wealth Llc 20 309 593
2025-07-22 13F IFS Advisors, LLC 402 260 11 750
2025-07-24 13F Robertson Stephens Wealth Management, LLC 72 086 −85,96 2 106 −83,63
2025-07-09 13F Dynamic Advisor Solutions LLC 268 831 −25,37 7 853 −12,95
2025-07-22 13F/A Elser Financial Planning, Inc 32 112 51,59 938 76,79
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-07-31 13F Wealthfront Advisers Llc 106 850 6,68 3 121 24,49
2025-07-14 13F Toth Financial Advisory Corp 2 960 2,21 86 19,44
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 99 013 2,23 2 892 19,36
2025-08-11 13F Core Wealth Partners LLC 17 360 0,01 507 16,82
2025-08-13 13F JBR Co Financial Management Inc 48 310 −16,80 1 411 −2,89
2025-07-15 13F Mather Group, Llc. 42 286 978 4,54 1 235 203 21,95
2025-07-07 13F Nova Wealth Management, Inc. 8 194 52,96 239 78,36
2025-07-25 13F Courage Miller Partners, LLC 304 022 5,00 8 880 22,48
2025-08-27 13F Cypress Capital Advisors, LLC 166 585 40,54 4 866 63,92
2025-08-13 13F Basso Capital Management, L.p. 692 0,00 20 17,65
2025-08-12 13F Insigneo Advisory Services, Llc 11 347 5,94 331 23,51
2025-07-17 13F Mokosak Advisory Group, LLC 1 165 141 1,98 34 034 18,97
2025-08-12 13F Proequities, Inc. 0 0
2025-07-07 13F Avenue 1 Advisors, LLC 1 310 038 5,45 38 266 23,01
2025-07-28 13F Diversified Investment Strategies, LLC 11 576 −11,06 338 4,00
2025-08-11 13F Regal Investment Advisors LLC 167 913 17,69 4 905 37,29
2025-07-28 13F Moran Wealth Management, LLC 16 079 470
2025-08-11 13F Morling Financial Advisors, LLC 0 −100,00 0
2025-08-11 13F Pineridge Advisors LLC 1 434 0,07 42 17,14
2025-08-13 13F Gibbs Wealth Management 8 955 262
2025-09-04 13F SevenBridge Financial Group, LLC 41 898 12,75 1 286 27,99
2025-08-14 13F L2 Asset Management, LLC 151 459 173,18 4 424 218,73
2025-08-01 13F Schmidt P J Investment Management Inc 88 111 11,42 2 574 29,95
2025-08-04 13F Keybank National Association/oh 12 256 −5,78 358 9,85
2025-07-15 13F Financial Management Professionals, Inc. 1 985 739 4,38 58 002 21,76
2025-08-06 13F Ethos Financial Group, LLC 867 974 8,15 25 354 13,36
2025-07-08 13F Arlington Trust Co LLC 145 800 0,00 4 259 16,66
2025-07-18 13F Martel Wealth Advisors Inc 503 305 −1,03 14 702 15,46
2025-07-10 13F SK Wealth Management, LLC 871 180 13,96 25 648 45,75
2025-08-08 13F Larson Financial Group LLC 105 121 11,53 3 071 30,08
2025-08-11 13F Cladis Investment Advisory, LLC 7 536 220
2025-09-09 13F Cambridge Financial Group, LLC 272 751 −0,08 7 967 16,60
2025-08-14 13F/A Skopos Labs, Inc. 5 753 168
2025-08-01 13F First Command Advisory Services, Inc. 5 217 −11,99 152 2,70
2025-07-29 13F Koshinski Asset Management, Inc. 2 076 826 0,92 60 664 17,72
2025-08-06 13F Modera Wealth Management, LLC 985 438 −0,04 28 785 16,61
2025-08-07 13F Traynor Capital Management, Inc. 21 568 37,69 624 58,93
2025-07-31 13F Gill Capital Partners, Llc 523 945 −1,28 15 304 15,15
2025-08-07 13F Fonville Wealth Management LLC 7 156 209
2025-07-24 13F Game Plan Financial Advisors, LLC 123 983 −52,91 3 030 −54,04
2025-08-08 13F Empower Advisory Group, LLC 9 605 −37,00 281 −26,51
2025-07-17 13F Keystone Global Partners, LLC 507 648 20,07 14 828 40,07
2025-07-22 13F Ergawealth Advisors, Inc. 26 380 61,89 771 88,73
2025-08-05 13F Bank Of Montreal /can/ 147 208 2,86 4 300 19,98
2025-08-06 13F OneAscent Wealth Management LLC 32 183 36,60 1
2025-07-25 13F Atria Wealth Solutions, Inc. 441 275 −51,48 12 893 −43,39
2025-08-11 13F WPG Advisers, LLC 152 992 58,50 4 469 84,93
2025-08-19 13F Advisory Services Network, LLC 485 749 31,36 14 679 58,54
2025-07-23 13F SpringVest Wealth Management LLC 27 121 −8,13 792 7,17
2025-05-14 13F Portfolio Design Labs, LLC 0 −100,00 0
2025-07-24 13F Copperwynd Financial, LLC 6 949 203
2025-08-11 13F Mill Creek Capital Advisors, LLC 251 880 96,21 7 357 128,90
2025-08-07 13F Cahill Financial Advisors Inc 284 961 7,42 8 324 25,31
2025-08-14 13F Integrated Investment Consultants, LLC 263 300 −3,04 7 691 13,10
2025-07-22 13F Capital Advisors Inc/ok 27 296 8,39 797 26,51
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 14 775 1,09 427 16,99
2025-08-06 13F Cloud Capital Management, LLC 47 638 101,93 1
2025-07-17 13F Smith, Salley & Associates 16 076 0,00 470 16,67
2025-07-16 13F Kiley Juergens Wealth Management, Llc 49 804 29,58 1 455 51,14
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 38 725 −1,51 1 131 14,94
2025-07-24 13F MSH Capital Advisors LLC 291 723 9,97 8 521 28,29
2025-08-12 13F Putnam Fl Investment Management Co 443 719 246,24 12 961 304,02
2025-08-14 13F Staley Capital Advisers Inc 129 510 0,00 3 165 10,70
2025-08-08 13F Pnc Financial Services Group, Inc. 64 633 3,77 1 888 21,04
2025-07-14 13F Painted Porch Advisors LLC 6 888 201
2025-07-31 13F United Community Bank 5 600 0,00 164 16,43
2025-07-10 13F Stolper Co 9 545 −0,64 0
2025-07-15 13F Revisor Wealth Management LLC 101 925 16,15 3 000 36,50
2025-08-12 13F North Star Asset Management Inc 16 835 −5,82 492 9,84
2025-08-07 13F Brio Consultants, LLC 2 252 676 −0,91 65 801 15,59
2025-07-25 13F Hazlett, Burt & Watson, Inc. 22 133 2,93 1
2025-08-08 13F TD Capital Management LLC 4 907 0,10 143 17,21
2025-07-18 13F Consolidated Portfolio Review Corp 149 006 3,54 4 352 20,79
2025-08-06 13F Reston Wealth Management Llc 74 174 6,94 2 167 24,77
2025-08-11 13F Root Financial Partners, LLC 19 963 583
2025-07-11 13F Coastwise Capital Group, LLC 12 163 −0,34 355 16,39
2025-07-25 13F Total Clarity Wealth Management, Inc. 29 421 859
2025-08-08 13F Truepoint, Inc. 259 017 192,28 7 566 240,92
2025-08-11 13F Wealthgarden F.s. Llc 106 836 19,93 3 229 44,75
2025-07-25 13F R. W. Roge & Company, Inc. 72 980 −5,11 2 100,00
2025-08-06 13F Wedbush Securities Inc 13 650 60,97 0
2025-07-25 13F Concurrent Investment Advisors, LLC 942 458 314,98 27 529 384,15
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 608 0,00 18 13,33
2025-08-07 13F Alliance Wealth Management Group 102 232 0,00 2 986 16,69
2025-08-14 13F RMB Capital Management, LLC 116 325 11,28 3 398 29,81
2025-08-12 13F Indie Asset Partners, LLC 63 824 −10,41 1 864 4,54
2025-07-15 13F EWG Elevate Inc. 322 645 −14,30 9 424 −0,02
2025-07-25 13F Advocate Group Llc 7 701 225
2025-07-31 13F Jackson Hole Capital Partners, LLC 2 880 0,00 84 16,67
2025-08-15 13F WealthCollab, LLC 1 000 0,00 29 16,00
2025-07-29 13F Liberty Square Wealth Partners Llc 10 034 0,34 293 17,20
2025-07-23 13F Fortis Advisors, LLC 21 906 15,48 640 34,81
2025-07-28 13F Harbour Investments, Inc. 493 656 2,26 14 420 19,29
2025-07-25 13F Northwest Capital Management Inc 124 680 −29,21 3 642 −17,42
2025-07-22 13F Merit Financial Group, LLC 1 916 661 132,08 55 986 170,73
2025-08-07 13F Curtis Advisory Group, LLC 1 179 719 0,40 34 460 17,12
2025-07-17 13F LexAurum Advisors, LLC 88 486 60,01 2 585 86,71
2025-08-14 13F Operose Advisors LLC 8 725 0,03 255 16,51
2025-08-19 13F Cape Investment Advisory, Inc. 261 030 −0,51 7 625 16,06
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 390 296 13,79 11 401 32,74
2025-08-13 13F Victory Financial Group, Llc 18 284 534
2025-07-09 13F Riversedge Advisors, Llc 7 616 222
2025-08-14 13F Main Street Financial Solutions, LLC 1 851 661 7,28 54 087 25,15
2025-07-22 13F Global Strategic Investment Solutions, LLC 634 555 1,31 18 535 18,19
2025-08-05 13F American Institute for Advanced Investment Management, LLP 7 600 222
2025-08-14 13F Prudent Investors Network 25 604 0,00 748 16,54
2025-07-21 13F Investment Planning Advisors, Inc. 8 455 247
2025-08-13 13F Navis Wealth Advisors, LLC 9 702 −16,01 283 −2,08
2025-08-14 13F Aberdeen Wealth Management LLC 611 0,49 18 13,33
2025-07-29 13F International Assets Investment Management, Llc 26 875 31,60 785 53,62
2025-08-14 13F Win Advisors, Inc 795 956 425,87 23 250 513,43
2025-05-15 13F Cambria Investment Management, L.P. 0 −100,00 0
2025-07-24 13F Blair William & Co/il 158 902 −22,39 4 642 −9,46
2025-07-21 13F Warner Financial, Inc 294 260 1,73 9 14,29
2025-07-10 13F Legacy Financial Strategies, LLC 2 959 493 3,14 86 447 20,31
2025-07-28 13F Mutual Advisors, LLC 737 503 1,63 22 280 21,44
2025-07-18 13F Midwest Financial Group LLC 75 056 2,83 2 192 19,98
2025-08-07 13F Alpha Financial Advisors, LLC 21 515 17,66 628 37,42
2025-08-13 13F Russell Investments Group, Ltd. 101 595 339,23 2 968 412,44
2025-07-17 13F XY Planning Network, Inc. 17 762 2,58 519 19,63
2025-07-15 13F Fifth Third Bancorp 3 476 −22,08 102 −9,01
2025-08-14 13F Windsor Advisory Group, LLC 23 644 −19,08 691 −5,61
2025-08-25 13F Silverlake Wealth Management Llc 182 000 11,10 5 316 29,63
2025-07-28 13F Fairman Group, LLC 16 156 0,09 472 4,90
2025-08-15 13F CI Private Wealth, LLC 475 708 100,44 13 898 133,89
2025-07-30 13F Castle Wealth Management Llc 29 899 0,00 873 16,71
2025-08-12 13F LPL Financial LLC 27 854 880 13,20 813 641 32,05
2025-07-30 13F Brookstone Capital Management 301 073 −2,50 8 794 13,74
2025-07-11 13F Sprinkle Financial Consultants LLC 59 487 −49,87 1 738 −41,53
2025-07-16 13F Maridea Wealth Management LLC 284 264 2 848,49 8 303 3 345,23
2025-08-08 13F Avalon Trust Co 1 600 0,00 47 15,00
2025-09-02 13F/A FSC Wealth Advisors, LLC 132 585 0,18 3 873 16,87
2025-08-07 13F Commerce Bank 24 363 −44,34 712 −35,13
2025-08-14 13F AllSquare Wealth Management LLC 1 712 0,00 50 19,05
2025-07-24 13F Von Berge Wealth Management Group, LLC 179 350 −2,49 5 325 16,22
2025-08-05 13F Optivise Advisory Services LLC 49 472 1,29 1 445 18,25
2025-08-14 13F Ausdal Financial Partners, Inc. 1 295 841 0,84 37 852 17,63
2025-08-13 13F WCG Wealth Advisors LLC 47 701 11,17 1 393 29,70
2025-08-14 13F FC Advisory LLC 109 516 25,87 3 199 46,83
2025-07-07 13F Teamwork Financial Advisors, LLC 12 101 22,08 353 42,34
2025-08-01 13F Koss-Olinger Consulting, LLC 10 045 0,45 293 17,20
2025-07-24 13F Leo Wealth, LLC 553 870 16 179
2025-08-14 13F Prestige Wealth Management Group LLC 63 219 −4,61 1 847 11,27
2025-08-19 13F National Asset Management, Inc. 75 152 −2,82 2 195 1,86
2025-07-09 13F Fiduciary Alliance LLC 690 128 50,56 20 159 75,64
2025-08-07 13F Fountainhead AM, LLC 774 000 −2,03 22 609 14,29
2025-07-23 13F West Paces Advisors Inc. 2 508 46,84 73 73,81
2025-07-22 13F Rocky Mountain Advisers, Llc 21 160 0,00 618 16,82
2025-08-08 13F Wall Street Access Asset Management, LLC 34 720 0,00 1 014 16,69
2025-08-14 13F Sei Investments Co 45 745 266 10,98 1 336 220 29,46
2025-08-28 NP GPSTX - GuidePath(R) Growth Allocation Fund Service Shares 3 150 645 3,26 92 030 20,46
2025-08-04 13F Pinnacle Associates Ltd 26 011 87,89 760 119,36
2025-08-08 13F D'Orazio & Associates, Inc. 17 777 519
2025-07-25 13F Meritage Portfolio Management 750 774 778,61 21 930 925,25
2025-07-28 13F Triton Wealth Management, PLLC 1 611 594 25,52 48 445 38,87
2025-08-04 13F Spire Wealth Management 63 284 12,03 1 849 30,69
2025-08-07 13F Parkside Financial Bank & Trust 107 976 39,31 3 154 62,53
2025-08-12 13F Waterloo Capital, L.P. 79 244 −12,39 2 315 2,16
2025-07-14 13F Sowell Financial Services LLC 34 587 −0,02 1 010 16,63
2025-07-28 13F Smart Portfolios, LLC 29 730 0,51 868 17,30
2025-08-04 13F AlphaStar Capital Management, LLC 8 279 242
2025-07-22 13F DAVENPORT & Co LLC 272 250 185,63 7 952 233,28
2025-07-17 13F Saxon Interests, Inc. 8 984 0,00 225 0,00
2025-04-11 13F Davis Capital Management 22 038 148,62 552 123,08
2025-07-15 13F RTD Financial Advisors, Inc. 165 707 −3,74 4 840 12,30
2025-07-29 13F Aire Advisors, Llc 122 059 13,28 3 565 32,13
2025-07-30 13F Whittier Trust Co Of Nevada Inc 1 920 0,00 56 16,67
2025-04-29 13F Hm Payson & Co 944 0,00 24 −11,54
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 774 887 5,22 22 634 22,84
2025-08-08 13F Intrua Financial, LLC 7 116 208
2025-07-23 13F Sachetta, LLC 61 246 −1,90 1 789 14,46
2025-08-04 13F Daymark Wealth Partners, Llc 8 122 0,78 237 17,91
2025-08-11 13F Rothschild Investment Llc 574 17
2025-07-15 13F James J. Burns & Company, LLC 625 828 −2,24 18 280 14,04
2025-08-08 13F Condor Capital Management 106 484 −0,15 3 110 16,48
2025-08-05 13F Towercrest Capital Management 102 232 0,00 2 986 16,69
2025-09-03 13F American Trust 132 969 3 884
2025-07-16 13F St Germain D J Co Inc 815 24
2025-07-22 13F D.B. Root & Company, LLC 219 830 −8,92 6 421 6,26
2025-08-25 13F/A Neuberger Berman Group LLC 10 801 −2,32 315 14,13
2025-07-18 13F Precision Wealth Strategies, LLC 221 489 2,60 6 470 19,69
2025-05-16 13F Empowered Funds, LLC 0 −100,00 0
2025-07-23 13F Columbus Macro, LLC 73 358 10,49 2 143 28,88
2025-08-06 13F Texas Yale Capital Corp. 112 534 −14,20 3 287 0,09
2025-09-15 13F/A Migdal Insurance & Financial Holdings Ltd. 205 160 −55,19 6 −54,55
2025-08-12 13F Richmond Investment Services, LLC 14 981 438
2025-07-03 13F Garde Capital, Inc. 930 214 −0,44 27 172 16,14
2025-08-14 13F Redwood Financial Network Corp 42 414 1,18 1 239 18,02
2025-07-08 13F Gradient Investments LLC 12 920 56,72 377 83,01
2025-08-11 13F Citigroup Inc 555 261 21,83 16 219 42,12
2025-08-12 13F One Charles Private Wealth Services, LLC 243 416 7 110
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-04-28 13F Pinnacle Financial Partners Inc 23 766 −0,55 595 −10,66
2025-08-13 13F Continuum Advisory, LLC 22 602 35,81 660 58,65
2025-08-04 13F Simon Quick Advisors, Llc 54 336 −0,67 1 587 15,92
2025-04-22 13F Bright Futures Wealth Management, LLC. 15 163 −2,16 349 −20,86
2025-08-14 13F Clarity Capital Advisors, LLC 29 015 0,02 848 16,67
2025-07-25 13F Check Capital Management Inc/ca 9 800 0,00 286 16,73
2025-08-12 13F Archer Investment Corp 714 0,14 21 17,65
2025-07-30 13F Blume Capital Management, Inc. 2 400 0,00 70 16,67
2025-07-22 13F Steele Capital Management, Inc. 199 223 −2,76 5 819 13,43
2025-07-09 13F Sunpointe, LLC 21 028 614
2025-07-23 13F Prime Capital Investment Advisors, LLC 1 787 599 −35,72 52 216 −25,01
2025-07-24 13F Trust Co Of Toledo Na /oh/ 11 200 327
2025-07-16 13F Legend Financial Advisors, Inc. 24 564 −2,72 718 13,45
2025-07-22 13F Keudell/Morrison Wealth Management 169 894 2,24 4 963 19,28
2025-07-29 13F Salomon & Ludwin, LLC 1 240 −3,12 36 12,50
2025-08-05 13F VGI Partners Ltd 8 606 251
2025-07-29 13F Crux Wealth Advisors 92 975 0,61 2 716 17,33
2025-07-30 13F Silver Oak Wealth Advisors Services, Llc 19 694 0,00 575 16,63
2025-08-15 13F Nikulski Financial, Inc. 97 240 2,24 2 840 19,28
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-08 13F Ehrlich Financial Group 16 268 2,31 475 19,35
2025-08-06 13F Summit Wealth Group, LLC 8 456 0,00 0
2025-05-15 13F Glenmede Trust Co Na 6 580 0,00 165 −10,38
2025-08-13 13F StoneX Group Inc. 82 208 17,36 2 401 36,89
2025-07-29 13F Ballast, Inc. 239 349 6 991
2025-05-12 13F Sandy Spring Bank 996 0,00 25 −11,11
2025-07-25 13F Evolution Advisers, Inc. 3 032 0,00 0
2025-07-17 13F K2 Financial Inc. 50 012 0,14 1 474 28,20
2025-07-17 13F Archford Capital Strategies, LLC 248 317 −0,04 7 253 16,61
2025-08-14 13F Horizon Investments, LLC 443 0,00 13 9,09
2025-07-28 13F RFG Advisory, LLC 379 914 −7,44 11 097 7,98
2025-07-17 13F Youngs Advisory Group, Inc. 17 315 −15,49 506 −1,36
2025-08-08 13F Avantax Advisory Services, Inc. 5 466 642 8,29 159 681 26,33
2025-07-14 13F Farmers & Merchants Investments Inc 21 304 0,00 622 16,70
2025-07-17 13F Asio Capital, LLC 13 716 0,00 401 16,62
2025-05-06 13F Financial Partners Group, Inc 0 −100,00 0 −100,00
2025-08-18 13F/A National Bank Of Canada /fi/ 1 630 15,19 48 34,29
2025-08-04 13F Creative Financial Designs Inc /adv 214 833 6,22 6 275 23,91
2025-08-01 13F Chilton Capital Management Llc 1 950 57
2025-08-13 13F SageView Advisory Group, LLC 50 581 1,58 1 533 22,95
2025-08-07 13F Latko Wealth Management, Ltd. 115 083 10,01 3 50,00
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 3 861 26,67 113 47,37
2025-07-11 13F Farther Finance Advisors, LLC 428 616 11,20 12 520 28,69
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 2 095 181 −1,52 61 200 14,88
2025-08-14 13F Qube Research & Technologies Ltd 977 −98,41 29 −98,18
2025-05-01 13F Quest 10 Wealth Builders, Inc. 1 537 −5,59 38 −15,56
2025-07-08 13F Canandaigua National Bank & Trust Co 9 936 0,00 290 16,94
2025-08-14 13F Headinvest, Llc 34 844 −0,99 1 018 15,44
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 28 985 −0,44 1
2025-07-10 13F Affiance Financial, LLC 14 876 0,00 435 16,67
2025-07-11 13F Great Waters Wealth Management 58 533 −4,51 1 710 11,41
2025-07-28 13F CGC Financial Services, LLC 1 073 0,00 31 19,23
2025-07-21 13F DHJJ Financial Advisors, Ltd. 337 235 −0,73 9 851 15,80
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