SPLG - SPDR Series Trust - SPDR Portfolio S&P 500 ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

SPDR Series Trust - SPDR Portfolio S&P 500 ETF
US ˙ ARCA ˙ US78464A8541

Grundläggande statistik
Institutionella ägare 1396 total, 1390 long only, 0 short only, 6 long/short - change of 5,99% MRQ
Genomsnittlig portföljallokering 2.1417 % - change of −0,86% MRQ
Institutionella aktier (lång) 712 374 028 (ex 13D/G) - change of 83,94MM shares 13,36% MRQ
Institutionellt värde (lång) $ 43 948 521 USD ($1000)
Institutionellt ägande och aktieägare

SPDR Series Trust - SPDR Portfolio S&P 500 ETF (US:SPLG) har 1396 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 712,374,028 aktier. Största aktieägare inkluderar Betterment LLC, Bank Of America Corp /de/, LPL Financial LLC, Jones Financial Companies Lllp, USS Investment Management Ltd, Creative Planning, Envestnet Asset Management Inc, Morgan Stanley, Invesco Ltd., and Cwm, Llc .

SPDR Series Trust - SPDR Portfolio S&P 500 ETF (ARCA:SPLG) 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 78,30 / share. Previously, on September 20, 2024, the share price was 67,04 / share. This represents an increase of 16,80% over that period.

SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 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.

SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 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 Fiduciary Planning LLC 12 442 −0,97 904 9,44
2025-08-01 13F Liberty Wealth Management Llc 11 591 9,17 843 20,63
2025-08-13 13F Legacy Capital Wealth Partners, LLC 18 425 −15,54 1 339 −6,62
2025-08-12 13F Steward Partners Investment Advisory, Llc 124 564 3,39 9 055 14,29
2025-07-21 13F DHJJ Financial Advisors, Ltd. 48 0,00 3 0,00
2025-07-24 13F Ridgeline Wealth Planning, LLC 457 590 9,06 33 262 20,55
2025-08-14 13F Vista Investment Management 25 734 −0,45 1 871 10,06
2025-07-24 13F Boomfish Wealth Group, LLC 3 067 −1,00 223 9,36
2025-07-25 13F Alpha Financial Partners, LLC 76 589 6,54 5 567 17,77
2025-07-28 13F RFG Advisory, LLC 401 116 −9,48 29 157 0,05
2025-07-02 13F HBW Advisory Services LLC 10 596 −10,44 770 −1,03
2025-08-14 13F Keystone Financial Services, LLC 175 002 3,26 12 721 14,14
2025-07-17 13F Fiduciary Advisors, Inc. 152 0,00 11 10,00
2025-07-09 13F Lincoln Capital Corp 113 123 13,73 8 223 25,72
2025-08-01 13F Yukon Wealth Management, Inc. 0 −100,00 0
2025-08-14 13F Hillman Capital Management, Inc. 0 −100,00 0
2025-07-28 13F BRYN MAWR TRUST Co 515 0,00 37 12,12
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-08-08 13F Creative Planning 31 140 324 1,04 2 263 590 11,69
2025-08-14 13F Tennessee Valley Asset Management Partners 1 966 408 2,59 142 938 13,40
2025-08-14 13F Treasure Coast Financial Planning 25 428 −0,22 1 848 10,33
2025-08-04 13F Creekmur Asset Management LLC 791 0,51 57 11,76
2025-08-14 13F Win Advisors, Inc 0 −100,00 0
2025-08-14 13F Clarity Asset Management, Inc. 5 502 2,40 400 13,03
2025-05-07 13F Nvwm, Llc 0 −100,00 0
2025-05-08 13F XTX Topco Ltd 0 −100,00 0
2025-07-24 13F JNBA Financial Advisors 37 842 13,57 2 751 25,51
2025-08-11 13F CFS Investment Advisory Services, LLC 758 262 −23,40 55 −15,38
2025-08-08 13F Davies Financial Advisors, Inc. 16 666 1 211
2025-08-14 13F Qube Research & Technologies Ltd 11 038 −67,42 802 −64,00
2025-07-21 13F Montz Harcus Wealth Management LLC 419 555 3,87 30 497 14,82
2025-08-14 13F Coastal Bridge Advisors, LLC 2 753 200
2025-08-04 13F Integrity Alliance, Llc. 792 765 −40,95 57 626 −34,73
2025-08-13 13F Crescent Grove Advisors, LLC 2 929 213
2025-07-29 13F Arista Wealth Management, LLC 36 815 0,77 2 676 11,41
2025-07-29 13F Orin Green Financial, LLC 18 963 0,00 1 378 20,24
2025-08-12 13F Wayfinding Financial, LLC 6 645 0
2025-07-10 13F Moody National Bank Trust Division 5 627 0,00 409 10,54
2025-07-22 13F Wealthcare Capital Management Llc 97 632 −10,59 7 097 −1,17
2025-08-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-08-01 13F Clark Asset Management, LLC 3 316 0,00 241 10,55
2025-07-17 13F Western Financial Corp/CA 4 881 −53,23 355 −48,40
2025-07-23 13F Detalus Advisors, LLC 772 309 −11,45 56 139 −2,12
2025-07-31 13F Carnegie Capital Asset Management, LLC 373 635 13,93 27 160 38,81
2025-08-06 13F Metis Global Partners, LLC 26 647 17,18 1 937 29,50
2025-07-23 13F Austin Asset Management Co Inc 0 −100,00 0
2025-08-13 13F Providence Capital Advisors, LLC 125 9
2025-08-08 13F Financial Life Planners 5 830 −2,46 424 7,63
2025-07-22 13F Bay Harbor Wealth Management, LLC 40 −51,81 3 −60,00
2025-05-13 13F Brooklyn FI, LLC 0 −100,00 0 −100,00
2025-08-11 13F Vanguard Group Inc 13 383 3,47 973 14,35
2025-07-18 13F Vicus Capital 48 103 0,67 3 497 11,27
2025-08-27 13F Barnes Wealth Management Group, Inc 25 847 13,22 1 879 25,12
2025-07-24 13F Vivid Wealth Management, LLC 33 151 2,51 2 410 13,31
2025-07-29 13F Portland Financial Advisors Inc 7 201 7,62 523 18,86
2025-07-09 13F Breakwater Investment Management 2 887 0,00 210 10,58
2025-08-04 13F Spire Wealth Management 9 478 −80,75 689 −78,75
2025-08-14 13F Colony Group, LLC 232 647 537,23 16 911 604,63
2025-08-14 13F Monograph Wealth Advisors, Llc 3 746 272
2025-08-14 13F Lebenthal Global Advisors, LLC 39 803 −17,48 2 893 −8,77
2025-08-13 13F First Trust Advisors Lp 41 668 1,27 3 029 11,94
2025-07-09 13F Fiduciary Alliance LLC 9 079 660
2025-08-07 13F Howard Bailey Securities, Llc 114 220 −2,88 8 303 7,34
2025-08-14 13F Prestige Wealth Management Group LLC 429 0,00 31 10,71
2025-08-14 13F Bank Of America Corp /de/ 59 401 970 88,51 4 317 929 108,37
2025-07-23 13F Louisiana State Employees Retirement System 533 400 7,15 38 773 18,44
2025-08-15 13F Kestra Advisory Services, LLC 1 177 549 3,73 85 596 14,66
2025-08-04 13F HBK Sorce Advisory LLC 76 130 −0,74 5 534 9,72
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-08-01 13F Rossby Financial, LCC 4 409 121,78 320 150,00
2025-08-14 13F USS Investment Management Ltd 41 572 102 96,09 3 021 668 116,76
2025-08-06 13F O'Dell Group, LLC 889 651 2,66 64 669 13,48
2025-08-06 13F Mascagni Wealth Management, Inc. 2 753 −6,23 200 −0,99
2025-08-08 13F Avantax Advisory Services, Inc. 127 027 −17,24 9 234 −8,52
2025-08-12 13F Journey Strategic Wealth Llc 23 908 −6,28 1 738 3,58
2025-07-09 13F Mfg Wealth Management, Inc. 36 990 −1,07 2 689 9,36
2025-07-31 13F CVA Family Office, LLC 50 0,00 4 0,00
2025-07-28 13F Essex LLC 3 816 0,00 277 10,80
2025-08-26 NP EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB 263 600 −21,31 19 161 −13,02
2025-08-20 13F Tull Financial Group, Inc. 656 054 8,57 47 689 20,01
2025-07-17 13F Vermillion Wealth Management, Inc. 859 62
2025-04-29 13F Wood Tarver Financial Group, LLC 0 −100,00 0
2025-07-07 13F Shotwell Rutter Baer Inc 3 722 −1,25 274 21,88
2025-09-15 13F/A Migdal Insurance & Financial Holdings Ltd. 24 345 8,47 2 0,00
2025-08-01 13F Bessemer Group Inc 231 0
2025-07-14 13F Park Avenue Securities Llc 920 220 7,92 67 17,86
2025-08-06 13F Strategic Financial Partners, Ltd. 593 185 19,93 43 119 32,57
2025-08-08 13F AJ Advisors, LLC 5 592 −27,80 406 −20,24
2025-08-13 13F Rsm Us Wealth Management Llc 3 219 −2,28 234 7,87
2025-07-22 13F JSF Financial, LLC 41 523 3,84 3 018 14,80
2025-07-17 13F Spectrum Strategic Capital Management, LLC 87 352 241,01 6 350 277,02
2025-04-25 13F Ironwood Wealth Management, LLC. 0 −100,00 0
2025-07-17 13F Clear Point Advisors Inc. 16 877 0,11 1 227 10,65
2025-08-14 13F Frisch Financial Group, Inc. 4 650 −11,26 0
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 559 0,00 41 11,11
2025-05-07 13F New Republic Capital, LLC 0 −100,00 0
2025-07-31 13F Moloney Securities Asset Management, LLC 111 757 9,99 8 124 21,58
2025-07-30 13F Evermay Wealth Management Llc 225 968 67,08 16 426 84,70
2025-08-08 13F National Mutual Insurance Federation of Agricultural Cooperatives 9 536 000 6,51 693 172 17,74
2025-08-13 13F Per Stirling Capital Management, LLC. 63 578 4,37 4 622 15,38
2025-08-25 13F Fulcrum Equity Management 13 111 −39,77 953 −33,40
2025-07-15 13F Evanson Asset Management, LLC 23 166 21,14 1 684 33,89
2025-08-14 13F C M Bidwell & Associates Ltd 34 520 17,98 2 509 30,41
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 2 335 301 68,70 169 753 87,59
2025-07-31 13F CAP Partners, LLC 30 324 −45,98 2 204 −40,29
2025-08-14 13F Abound Financial, Llc 206 302 −0,38 14 996 10,12
2025-08-12 13F RiverFront Investment Group, LLC 1 228 082 −1,40 89 269 8,99
2025-07-22 13F SOL Capital Management CO 574 409 −4,58 42 5,13
2025-07-29 13F Clearview Wealth Advisors LLC 80 769 −35,36 5 871 −28,54
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 113 557 30,08 8 254 43,80
2025-07-07 13F Retirement Wealth Solutions LLC 440 32
2025-07-29 13F BKD Wealth Advisors, LLC 7 143 0,00 519 10,66
2025-08-14 13F Aqr Capital Management Llc 175 699 54,77 12 772 71,08
2025-08-14 13F Potomac Fund Management Inc /adv 22 930 1 684
2025-08-14 13F GWM Advisors LLC 2 307 503 15,90 167 732 28,12
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 765 0,00 56 10,00
2025-07-07 13F RB Capital Management, LLC 5 250 9,56 382 20,95
2025-07-31 13F Topsail Wealth Management, LLC 31 0,00 2 0,00
2025-07-14 13F Crew Capital Management, Ltd. 11 499 −6,34 836 3,47
2025-08-06 13F Valtinson Bruner Financial Planning LLC 194 522 20,90 14 140 33,64
2025-08-14 13F Money Concepts Capital Corp 187 501 74,50 13 629 92,88
2025-07-15 13F DB Fitzpatrick & Co, Inc 12 1
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-08-21 NP PBFDX - Payson Total Return Fund 177 000 0,00 12 866 10,54
2025-08-13 13F Fiduciary Group LLC 3 706 269
2025-07-17 13F Archford Capital Strategies, LLC 213 332 13,14 15 507 25,07
2025-08-12 13F Jpmorgan Chase & Co 8 025 617 −7,15 583 382 2,63
2025-06-11 13F Fortitude Financial, LLC 436 977 101,65 28 736 92,35
2025-07-11 13F Farther Finance Advisors, LLC 367 976 431,11 26 748 485,04
2025-07-30 13F Avidian Wealth Solutions, LLC 763 291 −22,57 55 484 −14,41
2025-08-04 13F Spinnaker Trust 2 053 233 2,58 149 250 13,39
2025-07-02 13F Dentgroup LLC 26 578 −12,78 1 932 −3,59
2025-07-16 13F Beaumont Financial Advisors, LLC 65 387 −5,19 4 753 4,79
2025-07-25 13F Concord Wealth Partners 19 957 13,59 1 451 25,54
2025-07-21 13F Hudson Valley Investment Advisors Inc /adv 37 666 2 738
2025-07-08 13F RMR Wealth Builders 39 667 0,15 2 892 10,64
2025-07-25 13F Community Bank, N.A. 13 694 0,48 995 11,05
2025-07-09 13F VisionPoint Advisory Group, LLC 90 094 1 664,47 6 549 1 854,63
2025-08-15 13F Tower Research Capital LLC (TRC) 28 201 −38,13 2 050 −31,63
2025-08-15 13F Semmax Financial Advisors Inc. 28 065 −36,26 2 104 −28,03
2025-08-06 13F Tradewinds, LLC. 199 609 14 510
2025-07-16 13F Taiyo Life Insurance Co 855 500 −30,76 62 −23,46
2025-07-30 13F Canvas Wealth Advisors, LLC 3 440 258
2025-08-11 13F Vista Cima Wealth Management LLC 0 −100,00 0 −100,00
2025-07-17 13F DiNuzzo Private Wealth, Inc. 270 0,00 20 11,76
2025-08-13 13F Renaissance Technologies Llc 33 628 2 444
2025-08-12 13F Harbor Advisory Corp /ma/ 3 936 0,00 286 10,85
2025-08-05 13F Hills Bank & Trust Co 280 211 78,80 20 369 97,65
2025-08-12 13F Vickerman Investment Advisors, Inc. 45 088 −1,87 3 277 8,47
2025-08-12 13F Jaffetilchin Investment Partners, LLC 16 605 −1,13 1 207 9,33
2025-07-08 13F Advance Capital Management, Inc. 8 029 770 −21,58 583 684 −13,32
2025-08-11 13F Kingdom Financial Group LLC. 9 101 −32,89 662 −25,81
2025-08-15 13F Keel Point, LLC 307 809 −0,15 22 375 10,37
2025-08-05 13F Rockline Wealth Management, LLC 2 993 218
2025-07-28 13F SFG Wealth Management, LLC. 0 −100,00 0
2025-08-12 13F AlphaCore Capital LLC 87 141,67 6 200,00
2025-08-06 13F Regimen Wealth, Llc 9 710 5,37 706 15,95
2025-07-01 13F Kera Capital Partners, Inc. 3 989 0,00 290 10,31
2025-08-15 13F Truefg, Llc 67 294 2,35 4 892 13,14
2025-07-08 13F Parallel Advisors, LLC 61 649 149,59 4 481 175,92
2025-07-15 13F Optima Capital Llc 8 788 −29,20 639 −21,81
2025-08-06 13F AE Wealth Management LLC 1 523 815 −26,27 110 766 −18,50
2025-07-10 13F Focus Financial Network, Inc. 231 974 −31,15 16 862 −23,89
2025-07-22 13F Wealthcare Capital Partners, LLC 143 554 5,77 10 435 16,92
2025-08-06 13F Csenge Advisory Group 122 055 27,02 8 462 42,24
2025-07-22 13F Duncan Williams Asset Management, LLC 913 360 66 392
2025-05-12 13F Sandy Cove Advisors, LLC 0 −100,00 0
2025-07-17 13F Sfm, Llc 12 699 0,00 923 10,54
2025-07-21 13F Monticello Wealth Management, Llc 5 317 895 3,75 386 558 14,68
2025-07-08 13F Zrc Wealth Management, Llc 376 0,27 27 12,50
2025-07-30 13F SkyOak Wealth, LLC 199 519 0,24 14 503 10,80
2025-08-14 13F AllSquare Wealth Management LLC 160 0,00 12 10,00
2025-07-28 13F Frazier Financial Advisors, LLC 463 0,00 34 10,00
2025-07-15 13F tru Independence LLC 12 502 27,08 909 40,56
2025-08-05 13F Fullcircle Wealth Llc 26 500 −44,82 1 968 −36,77
2025-08-11 13F Private Advisor Group, LLC 4 010 594 −5,02 291 530 4,99
2025-08-14 13F Federation des caisses Desjardins du Quebec 47 396 −15,26 3 445 −6,33
2025-07-14 13F UMA Financial Services, Inc. 382 317 −42,48 27 791 −36,42
2025-08-07 13F CSM Advisors, LLC 191 133 −62,66 14 −60,61
2025-08-04 13F Pensionmark Financial Group, Llc 1 257 410 2,22 91 401 13,00
2025-07-29 13F AssuredPartners Investment Advisors, LLC 12 792 −12,60 930 −3,43
2025-08-06 13F Black Swift Group, LLC 100 175 96,76 7 282 117,47
2025-08-08 13F Smithfield Trust Co 924 0,00 0
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 78 370 −64,46 5 697 −60,72
2025-08-01 13F Corrado Advisors, Llc 10 251 −1,95 745 8,44
2025-08-11 13F Cornerstone Planning Group LLC 258 −20,62 19 −5,00
2025-07-16 13F Colton Groome Financial Advisors, Llc 50 277 −0,39 3 655 11,06
2025-04-28 13F Capstone Wealth Management Group, Llc 0 −100,00 0
2025-08-13 13F VestGen Advisors, LLC 539 160 −41,58 40 008 −34,08
2025-07-15 13F Vestment Financial LLC 53 269 11,70 3 882 23,13
2025-07-30 13F Insight Advisors, LLC/ PA 23 834 −0,05 1 733 10,46
2025-04-29 13F Callan Capital, LLC 5 897 388
2025-07-14 13F Cobblestone Asset Management LLC 22 007 −11,51 1 600 −2,20
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 611 381 78,92 44 441 97,77
2025-08-08 13F Emerald Investment Partners, Llc 28 455 −1,70 2 068 8,67
2025-08-14 13F Novus Advisors, Llc 43 329 4,54 3 150 15,56
2025-08-05 13F Scarborough Advisors, LLC 345 895 −14,01 25 143 −4,94
2025-07-14 13F Opal Wealth Advisors, LLC 348 0,00 25 13,64
2025-08-06 13F Bensler, LLC 17 775 1,80 1 292 12,54
2025-07-28 13F Axxcess Wealth Management, Llc 32 426 57,85 2 357 74,59
2025-08-13 13F Serenus Wealth Advisors, LLC 14 881 0,00 1 082 10,53
2025-08-01 13F Reliant Investment Partners, LLC 10 494 0,00 763 10,43
2025-07-10 13F McHugh Group, LLC 45 974 7,19 3 342 18,48
2025-07-25 13F Bricktown Capital, LLC 285 750 0,00 20 771 10,54
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-12 13F Howe & Rusling Inc 8 0,00 1
2025-07-15 13F Legacy Financial Group LLC 5 906 82,12 429 101,41
2025-08-11 13F Bradley Foster & Sargent Inc/ct 82 928 6 028
2025-07-28 13F Prairie Sky Financial Group LLC 180 872 3,20 13 148 14,07
2025-07-14 13F Legacy Capital Group California, Inc. 75 142 19,31 5 462 31,90
2025-07-08 13F FF Advisors,LLC 3 783 −1,66 275 8,30
2025-07-14 13F Pacifica Partners Inc. 580 42
2025-08-05 13F Integrity Financial Corp /WA 15 0,00 1
2025-08-14 13F Diversify Advisory Services, LLC 13 547 222,09 1 024 273,72
2025-07-10 13F Worth Asset Management, LLC 101 807 3,21 7 400 14,09
2025-08-05 13F Dunhill Financial, LLC 998 0,20 73 10,77
2025-07-01 13F Legacy Wealth Management, LLC / MS 143 893 −0,64 10 460 9,83
2025-07-11 13F Essex Savings Bank 4 817 0,00 350 10,76
2025-08-07 13F Meeder Advisory Services, Inc. 9 177 57,68 667 74,61
2025-07-30 NP Northern Lights Fund Trust IV - Brookstone Active ETF 131 018 2,03 9 083 1,21
2025-07-23 13F Vontobel Holding Ltd. 3 000 218
2025-08-14 13F Sand Hill Global Advisors, LLC 1 704 384 −0,31 123 892 10,20
2025-08-01 NP Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares 62 605 0,00 4 551 10,54
2025-07-09 13F High Probability Advisors, LLC 53 900 −1,07 3 918 9,35
2025-07-29 13F Fundamentun, Llc 35 844 −10,21 2 606 −0,76
2025-08-11 13F Intrepid Financial Planning Group LLC 40 218 −3,06 2 923 7,15
2025-08-12 13F Titleist Asset Management, Llc 35 858 19,15 2 607 31,68
2025-07-23 13F BankPlus Trust Department 31 350 2 279
2025-08-12 13F Bokf, Na 2 338 112,93 170 134,72
2025-08-12 13F Leigh Baldwin & Co., Llc 15 797 −4,13 1 148 6,00
2025-08-11 13F Resurgent Financial Advisors LLC 12 364 −46,56 899 −40,96
2025-07-14 13F AdvisorNet Financial, Inc 186 322 23,04 13 544 36,00
2025-07-29 13F May Barnhard Investments LLC 3 252 0,31 236 10,80
2025-08-05 13F Advisors Preferred, LLC 62 605 0,00 4 548 10,09
2025-07-30 13F Whittier Trust Co 21 811 −32,56 1 585 −25,45
2025-08-06 13F First Horizon Advisors, Inc. 3 870 3 125,00 281 3 914,29
2025-08-11 13F Tidemark, LLC 205 151 −30,00 14 912 −22,63
2025-08-18 13F N.E.W. Advisory Services LLC 908 809 −14,28 66 061 −5,24
2025-08-11 13F HighTower Advisors, LLC 3 839 896 −2,37 279 122 7,92
2025-09-03 13F Q3 Asset Management 36 798 −0,91 3 0,00
2025-08-14 13F Catalyst Financial Partners Llc 4 554 −39,02 331 −32,59
2025-07-22 13F Private Wealth Group, LLC 714 771 5,46 51 957 16,57
2025-07-31 13F Ballast Advisors Llc 1 384 56,56 101 72,41
2025-08-14 13F Financial Advisory Service, Inc. 0 −100,00 0
2025-08-06 13F Horan Securities, Inc. 24 623 1 790
2025-05-15 13F Concorde Asset Management, LLC 0 −100,00 0
2025-08-12 13F Meridian Wealth Advisors, LLC 3 791 0,11 276 10,44
2025-06-26 NP ALLW - SPDR Bridgewater All Weather ETF 394 482 25 720
2025-08-07 13F Cypress Capital Management LLC (WY) 3 485 −1,22 253 9,05
2025-08-12 13F Nemes Rush Group LLC 13 954 127,23 1 014 151,61
2025-08-12 13F Quadcap Wealth Management, LLC 16 242 −0,27 1 181 10,28
2025-07-18 13F SMI Advisory Services, LLC 5 089 −8,57 374 13,03
2025-07-17 13F Stone Point Wealth LLC 23 255 −5,12 1 690 4,90
2025-07-31 13F/A Avion Wealth 46 0,00 0
2025-08-14 13F Blue Capital, Inc. 92 007 6 688
2025-07-09 13F Lifelong Wealth Advisors, Inc. 787 826 −9,91 57 267 −0,41
2025-07-28 13F Cushing Capital Partners, LLC 62 702 15,49 4 558 27,65
2025-08-13 13F Jones Financial Companies Lllp 44 200 159 42,24 3 196 556 57,36
2025-08-11 13F Perennial Investment Advisors, LLC 141 967 16,09 10 320 28,33
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 20 870 4,25 1 578 24,74
2025-07-25 13F We Are One Seven, LLC 123 514 0,32 8 978 10,89
2025-05-05 13F Copperwynd Financial, LLC 0 −100,00 0
2025-08-13 13F Invesco Ltd. 10 572 050 −34,89 768 482 −28,03
2025-08-15 13F Equitable Holdings, Inc. 474 264 4,02 34 474 14,98
2025-07-16 13F Blue Oak Capital, LLC 6 537 −11,65 475 −2,26
2025-08-14 13F Hurley Capital, LLC 92 7
2025-07-09 13F Presidio Capital Management, LLC 3 238 235
2025-07-16 13F Vestia Personal Wealth Advisors 5 487 1,42 398 12,11
2025-07-29 13F Kanawha Capital Management Llc 71 212 1,25 5 176 11,91
2025-06-30 NP ASTIX - Astor Dynamic Allocation Fund Class I shares 107 647 0,00 7 019 −7,91
2025-07-17 13F CogentBlue Wealth Advisors, LLC 3 147 0,70 229 11,22
2025-07-17 13F Paradigm Financial Partners, Llc 7 193 −16,88 523 −8,26
2025-08-07 13F Encompass More Asset Management 0 −100,00 0
2025-08-12 13F TCP Asset Management, LLC 5 040 −1,95 366 8,28
2025-08-14 13F Diversify Wealth Management, Llc 5 694 2,12 431 18,46
2025-08-05 13F EPG Wealth Management LLC 154 6,94 11 22,22
2025-07-15 13F Santori & Peters, Inc. 4 984 0,00 362 10,70
2025-07-30 13F LGT Financial Advisors LLC 3 988 −4,89 290 5,09
2025-07-10 13F Sovran Advisors, LLC 28 546 10,60 2 083 30,29
2025-07-08 13F Apella Capital, LLC 41 367 6,34 3 021 21,52
2025-07-18 13F Lockerman Financial Group, Inc. 10 980 0,17 798 10,83
2025-08-08 13F Cetera Investment Advisers 4 135 132 46,65 300 583 62,11
2025-08-14 13F Headlands Technologies LLC 6 010 −77,11 437 −74,74
2025-07-25 13F Transcendent Capital Group LLC 77 936 0,23 5 665 10,80
2025-07-22 13F Inlight Wealth Management, LLC 223 −1,76 16 14,29
2025-07-16 13F St Germain D J Co Inc 588 463 563,66 42 775 633,70
2025-08-13 13F Maia Wealth LLC 373 889 −27,54 27 178 −16,90
2025-07-18 13F Pure Financial Advisors, Inc. 7 207 0,32 524 10,81
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 457 391 93,87 33 248 114,30
2025-07-16 13F Rainier Family Wealth Inc 151 302 3,17 10 998 14,05
2025-08-13 13F Capital Analysts, Inc. 3 772 865 2,17 274 13,22
2025-08-14 13F Bnp Paribas Arbitrage, Sa 23 350 −69,02 1 697 −65,76
2025-08-14 13F Pennington Partners & Co., Llc 4 662 −13,62 339 −4,52
2025-07-30 13F Onyx Bridge Wealth Group LLC 10 589 31,10 770 44,82
2025-08-14 13F Safeguard Investment Advisory Group, LLC 5 643 8,54 410 20,23
2025-08-07 13F PFG Advisors 324 648 61,67 23 599 78,72
2025-08-07 13F Resources Investment Advisors, LLC. 5 775 966 −19,42 419 855 −10,93
2025-04-22 13F Continuum Wealth Advisors, Llc 0 −100,00 0
2025-07-29 13F Curbstone Financial Management Corp 7 000 0,00 509 10,43
2025-08-04 13F L.m. Kohn & Company 12 037 5,77 875 16,84
2025-08-15 13F Fsb Premier Wealth Management, Inc. 138 171 −0,27 10 044 10,24
2025-07-11 13F Spence Asset Management 141 826 6,30 10 25,00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 3 425 956 75,57 252 048 96,43
2025-08-04 13F Assetmark, Inc 2 822 093 11,56 205 138 23,32
2025-08-12 13F O'shaughnessy Asset Management, Llc 47 370 171,96 3 443 200,70
2025-08-12 13F Calton & Associates, Inc. 224 128 46,31 16 292 61,73
2025-08-13 13F Beacon Pointe Advisors, LLC 56 316 2,40 4 094 13,19
2025-08-14 13F Knightsbridge Asset Management, Llc 375 228 6,09 27 275 17,27
2025-05-13 13F Adams Wealth Management 163 674 −0,03 10 763 −4,63
2025-08-07 13F Sanchez Wealth Management Group 37 840 2,84 2 751 13,68
2025-06-25 NP REMIX - STANDPOINT MULTI-ASSET FUND Investor Class 1 243 800 −5,93 81 096 −13,37
2025-07-31 13F FSR Wealth Management Ltd. 12 290 −7,96 893 1,71
2025-08-18 13F Goodman Advisory Group, LLC 411 202 −7,64 29 890 2,09
2025-07-03 13F Trust Co of the South 6 079 0,00 442 10,53
2025-07-15 13F Missouri Trust & Investment Co 300 −57,14 22 −54,35
2025-08-01 13F Facet Wealth, Inc. 28 592 −11,97 2 125 −1,25
2025-08-08 13F/A Ignite Planners, LLC 3 503 8,22 259 21,70
2025-07-08 13F GK Wealth Management LLC 11 039 14,83 802 26,90
2025-07-16 13F Kathmere Capital Management, LLC 18 637 1 355
2025-07-31 13F BIP Wealth, LLC 84 957 45,39 6 176 60,72
2025-08-14 13F TIG Advisors, LLC 5 910 541 429 787
2025-08-13 13F Cerity Partners LLC 340 286 −6,84 24 735 2,98
2025-08-06 13F Penserra Capital Management LLC 1 068 772 85,02 78 108,11
2025-07-18 13F Donald L. Hagan, LLC 89 716 2,49 6 521 13,29
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Cornerstone Wealth Management, LLC 549 971 0,29 39 977 10,86
2025-07-10 13F Signal Advisors Wealth, LLC 638 521 18,67 46 414 31,18
2025-07-30 13F Strategic Blueprint, LLC 262 485 −10,96 19 080 −1,58
2025-08-14 13F MGB Wealth Management, LLC 8 065 2,26 586 13,13
2025-07-30 13F Phillips Financial Management, Llc 2 139 5,63 155 16,54
2025-07-15 13F Armis Advisers, LLC 48 834 −10,79 3 564 −0,67
2025-07-22 13F Tandem Investment Partners LLC 89 297 0,62 6 491 11,23
2025-08-04 13F Great Lakes Retirement, Inc. 33 512 −29,80 2 436 −22,40
2025-08-04 13F Arkadios Wealth Advisors 36 874 0,49 2 680 11,11
2025-07-03 13F Arvest Investments, Inc. 18 854 −0,85 1 370 9,60
2025-07-23 13F Eagle Strategies LLC 855 769 14,06 62 206 26,08
2025-08-15 13F First Heartland Consultants, Inc. 570 503 14,05 41 470 26,06
2025-08-08 13F Fortis Group Advisors, LLC 259 846 156,83 19 317 190,34
2025-07-07 13F Roxbury Financial LLC 391 28
2025-08-14 13F Synovus Financial Corp 9 046 10,13 658 21,67
2025-07-10 13F Selective Wealth Management, Inc. 139 360 21,69 10 230 42,24
2025-08-14 13F Wilkins Miller Wealth Management, LLC 19 175 17,59 1 394 29,94
2025-08-14 13F Raymond James Financial Inc 4 137 001 12,82 300 719 24,71
2025-08-05 13F Integrity Wealth Solutions LLC 32 164 5,68 2 338 16,79
2025-08-08 13F Flaharty Asset Management, LLC 177 13
2025-08-13 13F Northern Trust Corp 82 706 1,53 6 012 12,23
2025-07-09 13F Key Client Fiduciary Advisors, LLC 29 816 12,37 2 167 24,25
2025-08-12 13F SlateStone Wealth, LLC 3 496 0,00 0
2025-07-23 13F REAP Financial Group, LLC 128 0,00 9 12,50
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 2 725 983 57,58 198 75,22
2025-08-13 13F Plan Group Financial, LLC 4 202 −2,64 305 7,77
2025-05-02 13F Capital A Wealth Management, LLC 3 838 −83,93 252 −84,69
2025-08-13 13F Elios Financial Group Inc. 65 389 −35,94 4 753 −29,19
2025-07-28 13F Copia Wealth Management 83 385 2,39 6 061 13,18
2025-07-15 13F Cranbrook Wealth Management, LLC 8 696 0,00 632 10,68
2025-08-07 13F Fagan Associates, Inc. 2 759 201
2025-08-08 13F Renasant Bank 39 459 −15,53 2 868 −6,61
2025-07-22 13F Coastal Investment Advisors, Inc. 30 204 21,70 2 196 34,50
2025-08-14 13F Endurance Services Ltd 2 831 385 0,00 205 813 10,54
2025-07-22 13F Simplicity Wealth,LLC 448 526 221,69 32 603 255,62
2025-08-12 13F Change Path, LLC 134 997 −58,43 9 813 −54,06
2025-07-22 13F USAdvisors Wealth Management, LLC 40 635 1,21 3 0,00
2025-08-06 13F ETF Store, Inc. 25 881 2,12 1 881 12,91
2025-07-15 13F Oregon Pacific Wealth Management, LLC 8 733 −12,45 635 −3,21
2025-08-14 13F Clark Capital Management Group, Inc. 7 581 592 3,14 551 106 14,01
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 106 883 −21,81 7 769 −13,56
2025-07-16 13F Crown Wealth Group, LLC 433 011 24,31 31 476 37,42
2025-07-22 13F Diligent Investors, LLC 5 370 0,00 390 10,48
2025-07-29 13F Vectors Research Management, LLC 63 763 −5,76 4 635 4,16
2025-07-23 13F Magnolia Capital Management Ltd 0 −100,00 0
2025-07-22 13F Grimes & Company, Inc. 3 732 13,30 271 25,46
2025-08-25 13F/A Promus Capital, LLC 613 0,00 45 10,00
2025-07-30 13F Exencial Wealth Advisors, Llc 24 486 553,48 1 780 623,17
2025-07-07 13F RDA Financial Network 18 815 −55,00 1 368 −50,27
2025-07-11 13F Kaydan Wealth Management, Inc. 2 925 213
2025-07-18 13F Broadway Wealth Solutions, Inc. 443 416 11,69 32 232 23,46
2025-08-04 13F Merkkuri Wealth Advisors LLC 199 609 22,52 14 510 35,43
2025-04-15 13F Collier Financial 24 352 −83,01 1 601 −83,79
2025-07-17 13F Catalytic Wealth RIA, LLC 0 −100,00 0
2025-08-06 13F Prospera Financial Services Inc 7 265 11,87 528 23,65
2025-07-15 13F Forte Capital Llc /adv 2 928 −5,64 213 3,92
2025-08-04 13F 4wealth Advisors, Inc. 8 754 19,10 636 31,68
2025-07-29 13F Elevation Capital Advisory, LLC 2 788 203
2025-08-13 13F MBM Wealth Consultants, LLC 45 288 1,21 3 292 11,86
2025-08-13 13F StoneX Group Inc. 6 122 445
2025-08-14 13F Benjamin Edwards Inc 187 330 13,25 13 617 25,19
2025-07-17 13F Tempus Wealth Planning, LLC 53 332 −22,93 3 877 −14,81
2025-07-17 13F Raleigh Capital Management Inc. 7 822 2,70 569 13,60
2025-08-15 13F Asset Allocation Strategies LLC 118 967 185,58 8 648 215,70
2025-07-25 13F Sovereign Financial Group, Inc. 8 279 −1,86 602 8,48
2025-08-07 13F Vise Technologies, Inc. 16 338 1 188
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 5 968 47,39 434 55,20
2025-07-31 13F Curio Wealth, Llc 0 −100,00 0
2025-08-06 13F Moors & Cabot, Inc. 20 608 −3,95 1 498 6,24
2025-07-21 13F Segment Wealth Management, LLC 24 748 175,50 1 799 204,75
2025-08-05 13F GPS Wealth Strategies Group, LLC 489 194,58 36 250,00
2025-07-24 13F Strong Tower Advisory Services 45 902 42,98 3 337 75,21
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 668 002 −0,48 48 557 10,00
2025-07-15 13F World Equity Group, Inc. 9 972 48,70 725 64,55
2025-07-11 13F International Private Wealth Advisors LLC 39 930 10,28 2 902 21,88
2025-07-24 13F Fulcrum Capital LLC 25 338 0,00 1 842 10,50
2025-08-14 13F Norinchukin Bank, The 3 511 270 2,96 255 234 13,81
2025-07-22 13F Romano Brothers And Company 5 042 0,06 367 10,57
2025-07-31 13F Auour Investments LLC 818 773 −0,81 59 517 10,59
2025-07-22 13F Bank Hapoalim Bm 459 000 0,00 30 0,00
2025-07-16 13F New Insight Wealth Advisors 23 970 4,11 1 742 15,06
2025-08-12 13F Absolute Capital Management, LLC 5 288 1,75 384 12,61
2025-08-14 13F Comerica Bank 39 980 39,16 2 906 53,84
2025-07-18 13F Truist Financial Corp 213 289 −8,25 15 504 1,42
2025-08-11 13F October Effect Ltd 28 016 2 036
2025-08-12 13F Ameritas Investment Partners, Inc. 43 0,00 3 50,00
2025-07-11 13F Compass Ion Advisors, LLC 1 176 217 1,99 85 499 12,74
2025-07-29 13F Stephens Inc /ar/ 0 −100,00 0
2025-07-10 13F Stewardship Advisors, LLC 12 222 −12,99 888 −3,79
2025-07-18 13F CHURCHILL MANAGEMENT Corp 3 030 −86,91 220 −85,55
2025-08-06 13F New Millennium Group LLC 281 2,18 20 11,11
2025-07-09 13F Harbor Capital Advisors, Inc. 72 0
2025-07-25 13F Prostatis Group LLC 54 954 −13,24 3 995 −4,11
2025-08-01 13F Brookwood Investment Group LLC 65 611 19,49 4 769 32,11
2025-07-31 13F 3EDGE Asset Management, LP 5 025 −28,94 365 −21,34
2025-07-14 13F Steigerwald, Gordon & Koch Inc. 4 804 0,00 349 10,79
2025-07-17 13F Greenleaf Trust 41 387 0,00 3 008 10,55
2025-04-28 13F Boulder Wealth Advisors, LLC 3 123 205
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2 98 032 −6,31 7 126 3,56
2025-08-05 13F Claro Advisors LLC 4 615 37,97 335 52,97
2025-08-07 13F Allworth Financial LP 8 430 24,13 613 40,37
2025-08-08 13F Glassman Wealth Services 2 207 −2,39 160 8,11
2025-05-15 13F/A Orion Portfolio Solutions, LLC 273 770 0,11 18 003 −4,51
2025-07-31 13F Pacitti Group Inc. 21 013 0,69 1 527 11,30
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 35 123 3,31 2 553 14,23
2025-07-24 13F Wealth Management Resources, Inc. 96 497 7,61 7 014 18,96
2025-08-01 13F Milestone Asset Management Group, LLC 3 831 278
2025-07-18 13F Consolidated Planning Corp 6 079 2,31 442 13,08
2025-08-14 13F TCG Advisory Services, LLC 336 170 8,60 24 436 20,04
2025-08-07 13F Payden & Rygel 485 0,00 0
2025-08-05 13F Welch & Forbes Llc 4 275 0,00 311 10,32
2025-08-07 13F Cascade Financial Partners, LLC 25 204 −0,31 1 832 10,23
2025-08-27 13F/A Brinker Capital Investments, LLC 349 460 27,65 25 402 41,10
2025-07-16 13F Bestgate Wealth Advisors, LLC 52 338 0,00 3 442 0,00
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-07-25 13F McNamara Financial Services, Inc. 154 384 −0,92 11 222 9,53
2025-08-14 13F Snowden Capital Advisors LLC 758 839 0,23 55 160 10,79
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 100 354 −4,83 7 295 5,21
2025-07-29 13F Two West Capital Advisors LLC 2 992 224
2025-07-30 13F Parcion Private Wealth LLC 81 521 0,62 5 926 11,23
2025-07-25 13F Astoria Portfolio Advisors LLC. 86 770 65,64 6 477 96,39
2025-08-08 13F Foundations Investment Advisors, LLC 46 808 −3,45 3 402 6,71
2025-08-04 13F Flagship Harbor Advisors, Llc 642 161 11,57 46 679 23,32
2025-08-13 13F Okabena Investment Services Inc 3 951 0,00 287 10,81
2025-07-15 13F Elevated Capital Advisors, LLC 197 581 0,00 12 993 0,00
2025-07-16 13F MBE Wealth Management, LLC 13 633 −7,10 991 2,59
2025-08-14 13F Old Mission Capital Llc 107 300 18,06 7 800 30,51
2025-08-11 13F Western Wealth Management, LLC 617 700 1,35 44 901 12,03
2025-08-14 13F Harwood Advisory Group, LLC 1 309 −1,50 95 4,40
2025-07-30 13F IMG Wealth Management, Inc. 20 1
2025-08-04 13F Bristlecone Advisors, LLC 242 0,00 18 13,33
2025-08-01 13F Bank of Jackson Hole Trust 3 0,00 0
2025-08-06 13F Paladin Advisory Group, LLC 2 084 33,42 151 48,04
2025-07-10 13F Voisard Asset Management Group, Inc. 25 480 −14,94 1 852 −5,94
2025-07-10 13F Financial Management Network Inc 15 282 1,06 1 124 25,31
2025-07-23 13F Nbt Bank N A /ny 663 0,00 48 11,63
2025-07-23 13F Next Level Wealth Planning, LLC 11 758 0,00 855 10,48
2025-08-14 13F Mariner, LLC 2 123 820 −4,62 154 369 5,43
2025-08-13 13F Alerus Financial Na 128 9
2025-08-06 13F Destiny Capital Corp/CO 12 025 2,65 874 13,51
2025-07-09 13F Fragasso Group Inc. 166 087 2,50 12 073 13,30
2025-08-14 13F Beaird Harris Wealth Management, LLC 995 72
2025-08-14 13F Certified Advisory Corp 4 063 0,02 295 10,49
2025-07-09 13F Reyes Financial Architecture, Inc. 300 0,00 22 10,53
2025-07-08 13F Heartwood Wealth Advisors LLC 4 876 0,00 354 10,63
2025-07-17 13F Park Place Capital Corp 144 192 −3,07 10 476 7,08
2025-07-10 13F Baker Tilly Financial, Llc 13 105 −0,76 953 9,68
2025-08-13 13F Johnson Financial Group, Inc. 327 0,00 24 9,52
2025-08-11 13F Estate Counselors, LLC 20 505 85,15 1 491 104,67
2025-08-13 13F Baird Financial Group, Inc. 53 893 −7,44 3 918 2,32
2025-08-06 13F Kedalion Capital Management LLP 7 014 380 509 875
2025-07-17 13F Bluesphere Advisors, LLC 17 336 −4,18 1 260 5,97
2025-08-29 13F Evolution Wealth Management Inc. 14 257 1 036
2025-07-16 13F Flower City Capital 19 444 0,00 1 413 10,56
2025-08-08 13F/A Prospect Financial Services LLC 26 659 316,87 1 938 361,19
2025-08-28 NP SIRAX - Sierra Tactical All Asset Fund Class A 482 200 35 051
2025-07-17 13F One Wealth Advisors, LLC 543 482 −31,17 39 506 −23,92
2025-07-18 13F Astor Investment Management LLC 293 571 12,14 21 340 23,96
2025-08-13 13F Cutler Capital Management, LLC 10 150 738
2025-07-30 13F Capstone Triton Financial Group, LLC 22 444 −58,65 1 631 −56,41
2025-07-31 13F Trademark Financial Management, LLC 47 993 32,20 3 489 46,12
2025-08-01 13F Oarsman Capital, Inc. 145 768 4,57 10 596 15,59
2025-08-12 13F Tradition Wealth Management, LLC 122 516 −40,13 8 906 −33,83
2025-08-14 13F Great Valley Advisor Group, Inc. 1 587 263 22,69 115 378 35,62
2025-07-30 13F LifeWealth Investments, LLC 70 588 14,19 5 131 26,22
2025-07-02 13F Michael S. Ryan, Inc. 67 930 −60,02 4 938 −55,81
2025-08-08 13F Arcadia Investment Management Corp/mi 1 225 0,00 89 11,25
2025-07-22 13F Firethorn Wealth Partners, Llc 96 443 −28,56 7 010 −21,02
2025-08-07 13F Winch Advisory Services, LLC 940 0,32 68 11,48
2025-08-04 13F Family Wealth Group, LLC 26 084 −14,04 1 896 −4,96
2025-08-12 13F Manchester Capital Management LLC 2 0,00 0
2025-07-23 13F Sax Wealth Advisors, Llc 16 677 −7,76 1 212 2,02
2025-07-23 13F/A Euro Pacific Asset Management, LLC 5 051 0
2025-08-12 13F Inscription Capital, LLC 4 117 299
2025-07-28 13F Courier Capital Llc 82 139 3,80 5 971 14,74
2025-08-14 13F Two Sigma Investments, Lp 2 419 000 −15,97 175 837 −7,11
2025-07-31 13F Hartford Financial Management Inc. 8 911 0,00 648 10,60
2025-08-04 13F Mayflower Financial Advisors, LLC 308 154 −9,50 22 400 0,04
2025-07-25 13F Lodestar Private Asset Management Llc 4 822 351
2025-08-07 13F Verus Capital Partners, Llc 31 474 332,39 2 288 378,45
2025-08-14 13F Apriem Advisors 4 650 −3,41 338 6,96
2025-07-02 13F S. R. Schill & Associates 229 784 2,64 16 703 13,46
2025-08-14 13F Moneta Group Investment Advisors Llc 466 838 −1,49 33 934 8,89
2025-07-22 13F Confluence Wealth Services, Inc. 13 106 0,06 953 15,53
2025-08-14 13F Old Mission Capital Llc Call 75 000 −0,27 430 84,12
2025-07-23 13F Watershed Private Wealth Llc 19 294 −5,84 1 402 4,08
2025-07-17 13F KWB Wealth 1 278 232 −6,33 84 057 −10,65
2025-08-08 13F Capital Investment Advisory Services, LLC 55 181 12,05 4 011 23,87
2025-07-14 13F Wealth Advisory Solutions, LLC 308 914 2,35 22 455 13,14
2025-08-15 13F Provenance Wealth Advisors, LLC 0 −100,00 0
2025-07-14 13F Rooted Wealth Advisors, Inc. 26 102 −2,74 1 915 20,00
2025-08-06 13F Vestmark Advisory Solutions, Inc. 374 754 −2,27 27 241 8,02
2025-08-08 13F Good Life Advisors, LLC 1 649 753 9,87 119 921 21,44
2025-07-14 13F Sentinel Pension Advisors Inc 24 440 −0,01 1 777 10,52
2025-08-08 13F Cooper Capital Advisors LLC 97 242 2,81 7 068 13,65
2025-07-30 13F Caliber Wealth Management, LLC / KS 12 753 −38,26 927 −31,74
2025-08-01 13F PCA Investment Advisory Services Inc. 11 883 7,35 864 18,71
2025-08-14 13F Old Mission Capital Llc Put 12 800 13
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 146 105 −1,35 9 608 −5,90
2025-04-22 13F Bright Futures Wealth Management, LLC. 0 −100,00 0
2025-08-11 13F Brown Brothers Harriman & Co 104 0,00 8 16,67
2025-07-15 13F Retirement Income Solutions, Inc 1 622 431 79,70 117 935 98,64
2025-08-04 13F Savvy Advisors, Inc. 26 685 18,98 1 940 31,55
2025-07-23 13F Bluestem Financial Advisors, Llc 50 518 0,24 3 672 10,80
2025-08-14 13F Gen-Wealth Partners Inc 183 870 −29,26 13 366 −21,81
2025-08-14 13F Warren Averett Asset Management, LLC 568 746 2,32 41 342 13,10
2025-08-11 13F Outlook Wealth Advisors, LLC 9 144 21,11 665 33,87
2025-07-25 13F M3 Advisory Group, LLC 2 975 216
2025-08-14 13F/A Barclays Plc 1 350 0,00 0
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 279 164 0,78 20 292 11,40
2025-07-14 13F Armstrong Advisory Group, Inc 34 010 −96,60 2 472 −96,41
2025-07-09 13F Clarus Wealth Advisors 118 100 1,44 8 618 15,77
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 1 569 52,18 114 70,15
2025-08-01 13F Bull Oak Capital, LLC 122 477 −4,83 8 903 5,20
2025-08-07 13F Ascension Capital Advisors, Inc. 87 329 6 348
2025-08-14 13F Gould Capital, LLC 2 412 175
2025-07-31 13F AlTi Global, Inc. 11 914 0,05 866 10,60
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1 529 822 −1,16 111 203 8,87
2025-07-29 13F Horst & Graben Wealth Management LLC 414 348 −43,95 30 119 −38,04
2025-08-05 13F Mma Asset Management Llc 106 046 2,01 7 708 12,76
2025-07-16 13F MKT Advisors LLC 106 475 49,16 7 735 82,64
2025-08-12 13F CIBC Private Wealth Group, LLC 17 713 27,99 1 288 59,28
2025-07-15 13F Norden Group Llc 20 429 6,78 1 485 18,04
2025-07-16 13F Meridian Financial, LLC 59 729 4,14 4 342 15,12
2025-07-29 13F Tradewinds Capital Management, LLC 133 0,00 10 12,50
2025-07-16 13F RWM Asset Management, LLC 6 134 0,00 446 10,42
2025-07-07 13F First Community Trust Na 292 21
2025-08-01 13F Advisory Alpha, LLC 237 591 5,33 17 271 16,43
2025-07-18 13F Cooper Financial Group 21 001 −64,97 1 527 −61,29
2025-08-08 13F Gts Securities Llc 38 436 77,48 2 794 96,14
2025-07-28 13F WealthPlan Investment Management, LLC 145 934 10 608
2025-07-11 13F My Legacy Advisors, LLC 56 158 −45,37 4 135 −38,85
2025-05-15 13F National Wealth Management Group, LLC 47 799 374,43 3 143 352,88
2025-08-08 13F Principal Financial Group Inc 675 230 43,67 49 083 58,82
2025-07-15 13F Legacy Solutions, Llc 226 767 4,98 16 484 16,04
2025-08-13 13F Denver Wealth Management, Inc. 770 715 3,56 56 023 14,48
2025-08-14 13F Dearborn Partners Llc 43 732 18,10 3 179 30,51
2025-08-15 13F/A Rakuten Securities, Inc. 365 −68,83 27 −66,23
2025-07-25 13F Ccg Wealth Management, Llc 610 231 2,20 44 358 12,97
2025-08-12 13F Centric Wealth Management 5 272 −93,30 395 −92,37
2025-07-29 13F Swmg, Llc 35 023 247,00 2 624 301,84
2025-08-14 13F Sentinus, LLC 5 256 28,79 382 42,54
2025-07-14 13F Buska Wealth Management, LLC 3 426 249
2025-07-16 13F Wealth Group Ltd 23 821 1 732
2025-07-23 13F Valmark Advisers, Inc. 176 445 7,88 12 826 19,25
2025-08-08 13F MTM Investment Management, LLC 14 1
2025-08-12 13F Kensington Asset Management, LLC 0 −100,00 0
2025-07-11 13F Ridgeline Wealth, LLC 205 074 −6,30 14 907 3,57
2025-08-13 13F GeoWealth Management, LLC 65 767 5,12 4 781 16,19
2025-08-13 13F Pinkerton Retirement Specialists, LLC 3 571 −2,56 260 7,47
2025-07-22 13F Sutton Place Investors Llc 101 332 −21,02 7 366 −12,71
2025-07-25 13F Richardson Financial Services Inc. 93 124 14,97 6 765 27,02
2025-08-08 13F Meridian Wealth Management, LLC 105 504 5,30 7 669 16,41
2025-07-28 13F Evernest Financial Advisors, LLC 8 044 2,68 585 13,40
2025-08-13 13F Luminist Capital LLC 11 1
2025-08-11 13F Synergy Investment Management, LLC 51 659 12,78 3 755 24,67
2025-07-24 13F Coordinated Financial Services, Inc. 9 937 0,47 722 6,02
2025-08-12 13F OneAscent Financial Services LLC 1 103 488 1,69 80 12,68
2025-07-16 13F Kendall Capital Management 2 768 201
2025-07-15 13F Colonial River Wealth Management, LLC 7 290 21,54 537 36,04
2025-07-30 13F Crewe Advisors LLC 634 246,45 46 283,33
2025-07-16 13F Tru Independence Asset Management 2, Llc 6 572 100,00 478 120,83
2025-08-01 13F May Hill Capital, LLC 0 −100,00 0
2025-08-04 13F NBZ Investment Advisors LLC 196 716 0,82 14 299 11,45
2025-08-14 13F Boothbay Fund Management, Llc 8 500 618
2025-07-17 13F Sound Income Strategies, LLC 171 −21,56 12 −14,29
2025-07-30 13F Syntegra Private Wealth Group, LLC 70 515 −8,38 5 126 1,28
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-17 13F Beacon Capital Management, LLC 1 590 −13,16 116 −4,17
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-07-21 13F Jackson Wealth Management, LLC 503 396 91,95 36 592 112,19
2025-08-12 13F Maripau Wealth Management Llc 208 559 −14,50 15 267 −4,82
2025-08-05 13F Milestone Asset Management, Llc 4 807 0,46 349 11,15
2025-08-12 13F Gladstone Institutional Advisory LLC 664 018 0,19 48 267 10,75
2025-07-11 13F Windsor Capital Management, LLC 255 163 −1,66 18 548 8,70
2025-07-24 13F Us Bancorp \de\ 643 254 13,91 46 758 25,92
2025-07-08 13F Webster Bank, N. A. 500 −77,01 36 −74,83
2025-07-10 13F YHB Investment Advisors, Inc. 30 681 −19,62 2 230 −11,16
2025-08-13 13F Cary Street Partners Financial Llc 582 460 6,72 42 339 17,97
2025-07-29 13F Chicago Partners Investment Group LLC 171 601 10,45 12 800 24,78
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 1 112 209,75 81 247,83
2025-07-14 13F E&G Advisors, LP 84 126 −0,42 6 115 10,08
2025-07-17 13F Janney Montgomery Scott LLC 149 079 −3,87 11 0,00
2025-08-04 13F Buck Wealth Strategies, LLC 5 902 429
2025-08-06 13F Legacy Wealth Managment, LLC/ID 729 143,00 53 173,68
2025-08-05 13F Huntington National Bank 2 087 26,81
2025-07-14 13F Golden State Equity Partners 17 143 −86,63 1 246 −85,23
2025-08-18 13F/A Kestra Investment Management, LLC 6 439 40,99 468 56,00
2025-07-23 13F Tectonic Advisors Llc 253 015 3,30 18 392 14,19
2025-08-06 13F Quadrant Private Wealth Management, LLC 164 666 −7,13 11 970 2,65
2025-07-28 13F Holistic Planning, LLC 6 046 439
2025-08-13 13F Truvestments Capital Llc 3 0,00 0
2025-08-12 13F Investments & Financial Planning, LLC 12 295 −0,36 894 10,11
2025-07-10 13F Threadgill Financial, Llc 18 210 −2,87 1 324 7,39
2025-08-12 13F BlackRock, Inc. 8 708 33,05 633 46,98
2025-07-30 13F TFB Advisors LLC 5 068 −0,78 368 9,85
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13 918 −3,29 1 012 6,87
2025-07-22 13F Relyea Zuckerberg Hanson LLC 6 479 0,29 471 10,85
2025-04-30 13F Sofos Investments, Inc. 3 619 −14,89 238 −12,87
2025-08-04 13F Horizon Wealth Management, LLC 77 616 −89,55 5 642 −88,45
2025-07-24 13F Reuter James Wealth Management, Llc 5 697 −30,35 414 −22,91
2025-08-13 13F Standpoint Asset Management, LLC 1 093 900 −20,15 79 516 −11,74
2025-08-14 13F Graney & King, LLC 1 994 0,10 145 9,92
2025-08-12 13F Jacobi Capital Management LLC 7 761 −94,78 564 −94,23
2025-07-31 13F Arrien Investments, Inc. 290 740 6,44 21 134 17,65
2025-08-14 13F UBS Group AG 2 055 143 10,58 149 388 22,23
2025-07-29 13F Latitude Advisors, LLC 50 682 −6,44 3 684 3,43
2025-07-16 13F NovaPoint Capital, LLC 182 976 0,50 13 301 11,08
2025-08-13 13F SCS Capital Management LLC 2 520 673 −0,93 183 228 9,51
2025-07-10 13F Secure Asset Management, LLC 24 101 −8,93 1 752 0,63
2025-07-08 13F Nbc Securities, Inc. 289 537 1 225,54 21 2 000,00
2025-07-23 13F Laraway Financial Inc 5 108 2,12 371 13,11
2025-08-14 13F Redwood Investment Management, Llc 53 820 −49,91 4 −57,14
2025-05-14 13F MAS Advisors LLC 0 −100,00 0
2025-08-01 13F FSA Advisors, Inc. 15 087 −8,99 1 097 0,55
2025-08-11 13F Mach-1 Financial Group, Inc. 7 994 12,04 581 23,88
2025-08-14 13F Foronjy Financial Llc 22 637 1 645
2025-05-16 13F Coordinated Financial Services, Inc./CO 9 915 0,74 652 3,66
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 80 391 −3,67 5 844 6,49
2025-08-13 13F GM Advisory Group, Inc. 4 406 753 5,33 320 327 16,43
2025-06-04 13F Pvg Asset Management Corp 0 −100,00 0
2025-08-13 13F Forthright Family Wealth Advisory LLC 336 260 −0,20 24 443 10,31
2025-07-14 13F Financial Advisory Partners, Llc 28 523 6,38 2 073 17,58
2025-07-23 13F Wise Wealth Partners 219 988 214,93 15 991 248,14
2025-07-22 NP DLCFX - Destinations Large Cap Equity Fund Class I 87 944 −87,85 6 097 −87,95
2025-05-15 13F Cantor Fitzgerald, L. P. 0 −100,00 0
2025-08-08 13F Financial Gravity Companies, Inc. 2 509 17,46 182 23,81
2025-07-18 13F SOA Wealth Advisors, LLC. 31 2
2025-08-13 13F Willis Johnson & Associates, Inc. 3 437 2,87 250 13,70
2025-08-14 13F Welch Capital Partners Llc/ny 268 485 −20,66 20 −13,64
2025-08-15 13F Optimist Retirement Group LLC 9 538 0,28 693 10,72
2025-08-13 13F AMJ Financial Wealth Management 12 767 928
2025-07-07 13F Investors Research Corp 231 439 7,65 16 823 18,99
2025-07-10 13F HF Advisory Group, LLC 50 649 0,23 3 682 10,77
2025-07-25 13F Cwm, Llc 9 940 516 17,16 723 29,62
2025-08-13 13F Cresset Asset Management, LLC 14 198 20,60 1 032 33,33
2025-08-13 13F Townsquare Capital Llc 8 449 −94,44 614 −93,86
2025-08-13 13F Smith, Moore & Co. 19 423 −0,71 1 412 9,72
2025-08-20 13F/A Thompson Davis & Co., Inc. 11 450 21,16 832 33,98
2025-07-01 13F Burkett Financial Services, Llc 0 −100,00 0
2025-08-13 13F IAG Wealth Partners, LLC 1 046 071 32,13 76 039 46,05
2025-07-14 13F Financial Enhancement Group LLC 682 800 −1,12 50 083 17,04
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 1 064 700 77 393
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 136 906 −1,16 9 952 9,26
2025-07-17 13F Oakworth Capital, Inc. 172 0,00 13 9,09
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 20 450 −52,32 1 −50,00
2025-08-12 13F American Century Companies Inc 263 600 −21,31 19 161 −13,02
2025-08-14 13F City National Bank Of Florida /msd 8 226 0,00 598 10,56
2025-07-09 13F Tounjian Advisory Partners, Llc 15 076 −4,44 991 −4,44
2025-07-25 13F Verdence Capital Advisors LLC 13 549 −10,31 985 −0,91
2025-07-25 13F Hobbs Group Advisors, LLC 78 417 94,49 5 700 115,01
2025-07-16 13F Lloyd Advisory Services, LLC. 332 692 −3,86 24 183 6,27
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 0 −100,00 0
2025-05-15 13F Amussen Hunsaker Associates Llc 0 −100,00 0
2025-07-21 13F Corundum Group, Inc. 3 216 −64,02 234 −60,31
2025-07-23 13F Hardy Reed LLC 5 177 0,00 376 10,59
2025-08-05 13F Jacobson & Schmitt Advisors, Llc 12 591 915
2025-08-14 13F Royal Bank Of Canada 1 112 170 6,26 80 843 17,46
2025-08-14 13F Dagco, Inc. 4 263 −26,60 310 −18,90
2025-08-07 13F PCG Wealth Advisors, LLC 148 916 −4,12 10 825 5,98
2025-08-14 13F Royal Bank Of Canada Put 302 200 18,28 21 967 30,74
2025-07-16 13F Dakota Wealth Management 41 278 0,77 3 000 11,40
2025-07-17 13F CWA Asset Management Group, LLC 5 073 0,00 369 10,51
2025-07-25 13F PrairieView Partners, LLC 2 959 15,59 0
2025-08-11 13F Principal Securities, Inc. 999 568 24,53 72 659 31,30
2025-08-13 13F Global Endowment Management, LP 0 −100,00 0
2025-08-13 13F F/M Investments LLC 2 862 208
2025-08-06 13F Nicholas Hoffman & Company, LLC. 3 322 −32,88 241 −25,85
2025-07-28 13F Ritholtz Wealth Management 47 846 −5,74 3 478 4,16
2025-08-05 13F Lord & Richards Wealth Management, LLC 115 334 16,47 8 384 28,73
2025-07-24 13F Ronald Blue Trust, Inc. 299 22
2025-07-24 13F Vantage Point Financial LLC 114 330 47,71 8 311 63,29
2025-07-24 13F KC Investment Advisors, LLC 25 613 −52,06 1 862 −47,03
2025-08-04 13F Municipal Employees' Retirement System of Michigan 188 205 0,00 14 8,33
2025-08-05 13F Tsfg, Llc 74 0,00 0
2025-07-22 13F Berkshire Money Management, Inc. 851 62
2025-07-07 13F Global Wealth Strategies & Associates 756 −0,40 55 10,20
2025-07-18 13F Centricity Wealth Management, LLC 264 0,00 19 11,76
2025-08-14 13F Connecticut Wealth Management, LLC 29 554 −3,37 2 148 6,81
2025-08-18 13F Hollencrest Capital Management 153 563 −1,47 11 163 8,92
2025-08-11 13F Gr Financial Group, Llc 0 −100,00 0
2025-07-07 13F Wilson & Boucher Capital Management, LLC 5 900 0,00 429 10,59
2025-07-30 13F Wbh Advisory Inc 592 919 45,29 43 099 60,60
2025-08-11 13F Lowe Brockenbrough & Co Inc 1 242 90
2025-08-14 13F Integrated Wealth Concepts LLC 1 131 592 0,74 82 255 11,35
2025-08-14 13F Mission Creek Capital Partners, Inc. 9 009 0,00 655 10,47
2025-07-22 13F Ffg Retirement Advisors Llc 150 109 −10,94 10 911 −1,55
2025-07-15 13F Bfsg, Llc 12 0,00 1
2025-04-02 13F Marcum Wealth, LLC 16 920 104,67 1 113 95,43
2025-08-07 13F Montag A & Associates Inc 0 −100,00 0
2025-07-29 13F Private Trust Co Na 35 355 −7,05 2 570 2,72
2025-08-14 13F Acorn Wealth Advisors, LLC 19 141 1 391
2025-08-05 13F Arrowroot Family Office, LLC 5 413 −1,92 393 3,42
2025-08-13 13F MONECO Advisors, LLC 331 880 15,81 24 124 28,02
2025-07-31 13F Stegent Equity Advisors, Inc. 26 695 0,00 1 940 10,54
2025-08-11 13F Wealthspire Advisors, LLC 792 637 −5,44 57 617 4,53
2025-08-08 13F Hartland & Co., LLC 12 425 3,77 903 14,74
2025-08-13 13F Natixis Advisors, L.p. 3 096 749 −37,76 225 −31,19
2025-08-14 13F Fmr Llc 159 789 10,73 11 615 22,40
2025-08-14 13F Atomi Financial Group, Inc. 42 158 34,54 3 064 48,74
2025-08-05 13F Key FInancial Inc 9 614 7,53 699 18,91
2025-07-10 13F Shira Ridge Wealth Management 5 591 −19,41 406 −10,96
2025-07-17 13F Hanson & Doremus Investment Management 0 −100,00 0
2025-04-25 13F RCS Financial Planning, LLC 0 −100,00 0
2025-08-05 13F Freestone Capital Holdings, LLC 2 801 204
2025-08-06 13F Adviser Investments LLC 103 866 1 515,33 7 550 1 689,10
2025-04-21 13F Liquid Strategies, LLC 0 −100,00 0
2025-08-08 13F Mjp Associates Inc /adv 7 563 −1,57 550 8,71
2025-07-30 13F Fusion Family Wealth LLC 4 142 0,00 301 10,66
2025-08-05 13F Strategic Financial Concepts, LLC 5 161 −93,80 375 −93,15
2025-08-11 13F VSM Wealth Advisory, LLC 346 0,00 25 13,64
2025-07-30 13F Fingerlakes Wealth Management, Inc. 15 868 −5,35 1 153 4,63
2025-07-22 13F Team Financial Group, LLC 1 256 91
2025-08-05 13F Ciovacco Capital Management LLC 79 815 39,15 5 802 53,79
2025-08-18 13F Hollencrest Capital Management Call 0 −100,00 0 −100,00
2025-07-25 13F Apollon Wealth Management, LLC 36 600 175,04 2 660 204,00
2025-07-21 13F Ameriflex Group, Inc. 5 878 −2,08 424 7,61
2025-07-03 13F TrueWealth Advisors, LLC 25 866 4,28 1 880 15,27
2025-08-07 13F 1620 Investment Advisors, Inc. 0 −100,00 0
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-15 13F Puff Wealth Management, Llc 6 242 454
2025-07-16 13F Howard Capital Management Group, LLC 5 357 389
2025-07-07 13F Capital Asset Advisory Services LLC 5 860 −1,78 426 7,32
2025-07-24 13F Horizon Bancorp Inc /in/ 29 0,00 0
2025-07-31 13F Brian Low Financial Group, Llc 3 859 281
2025-08-11 13F Madison Asset Management, LLC 63 900 −1,37 4 645 9,01
2025-07-07 13F Peterson Wealth Advisors, LLC 2 264 471 0,57 164 604 23,22
2025-05-02 13F Sumitomo Life Insurance Co 0 −100,00 0
2025-07-28 13F Tlwm 14 183 −0,63 1 031 9,81
2025-07-09 13F Procyon Private Wealth Partners, LLC 444 020 −0,42 32 276 10,07
2025-07-18 13F Bridge Generations Wealth Management Llc 28 0,00 2 100,00
2025-08-13 13F EverSource Wealth Advisors, LLC 16 473 1,92 1 197 12,71
2025-08-06 13F ZEGA Investments, LLC 14 680 49,99 1 067 65,94
2025-08-08 13F Accredited Investors Inc. 6 830 −1,29 496 9,25
2025-08-13 13F Raab & Moskowitz Asset Management LLC 26 705 −2,04 1 941 8,31
2025-07-11 13F Pinnacle Bancorp, Inc. 2 898 −6,79 211 2,94
2025-08-15 13F North Ridge Wealth Advisors, Inc. 870 63
2025-07-29 13F Stratos Wealth Advisors, LLC 12 139 −5,49 882 4,50
2025-07-14 13F Abound Wealth Management 54 015 −3,37 3 926 6,83
2025-04-07 13F Partnership Wealth Management, LLC 0 −100,00 0
2025-07-21 13F River Street Advisors LLC 91 053 2,74 6 619 13,57
2025-08-14 13F Talisman Wealth Advisors LLC 7 545 0,13 548 10,71
2025-08-18 13F/A National Bank Of Canada /fi/ 241 694 304,78 17 566 347,43
2025-07-16 13F ORG Wealth Partners, LLC 376 0,00 27 12,50
2025-08-01 13F Austin Private Wealth, LLC 1 132 714 −37,51 82 337 −30,93
2025-08-05 13F Lifeworks Advisors, LLC 64 395 −0,76 4 681 9,68
2025-08-11 13F GW&K Investment Management, LLC 708 −19,18 0
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 570 500 41 470
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 65 5
2025-07-23 13F Bear Mountain Capital, Inc. 0 −100,00 0
2025-07-10 13F Wedmont Private Capital 3 404 −11,08 250 3,75
2025-08-13 13F Bank Of Nova Scotia 262 740 20,86 19 099 33,60
2025-07-17 13F HB Wealth Management, LLC 4 880 16,41 355 28,73
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-07-24 13F Capital Advisors, Ltd. LLC 12 263 0,88 1
2025-07-21 13F Crews Bank & Trust 1 040 376 5,78 75 625 16,92
2025-07-22 13F HFM Investment Advisors, LLC 1 052 18,87 76 31,03
2025-08-14 13F/A Rockefeller Capital Management L.P. 129 109 7,31 9 385 18,62
2025-08-11 13F Avantax Planning Partners, Inc. 45 766 −0,00 3 327 10,54
2025-07-25 13F Johnson Investment Counsel Inc 9 598 11,32 698 23,14
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 0 −100,00 0
2025-08-07 13F Hughes Financial Services, LLC 9 270 −62,24 690 −57,41
2025-07-25 13F Libra Wealth Llc 0 −100,00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 562 435 −3,19 40 883 7,01
2025-07-29 NP ETFWX - North Square Tactical Defensive Fund Class I 0 −100,00 0 −100,00
2025-08-05 13F Atlas Private Wealth Advisors 119 004 2,40 8 652 13,20
2025-07-09 13F Beacon Financial Group 45 933 −9,36 3 339 0,18
2025-07-25 13F Concord Asset Management, LLC/VA 19 957 20,46 1 451 39,02
2025-08-05 13F Crestwood Advisors Group LLC 25 425 15,18 1 848 27,36
2025-07-09 13F Lbmc Investment Advisors, Llc 21 036 −35,81 1 529 −29,02
2025-07-16 13F Signaturefd, Llc 3 889 82,15 283 101,43
2025-07-16 13F Five Oceans Advisors 11 920 12,43 866 24,25
2025-07-07 13F Accelerate Investment Advisors LLC 259 255 5,06 18 845 16,13
2025-08-08 13F Brogan Financial, Inc. 70 441 4,70 5 120 15,73
2025-08-08 13F Atlantic Trust, LLC 416 30
2025-08-05 13F Mission Wealth Management, Lp 37 141 2 700
2025-08-14 13F Royal Bank Of Canada Call 283 500 10,96 20 608 22,65
2025-08-26 13F/A Thrivent Financial For Lutherans 7 492 −98,79 1 −100,00
2025-07-10 13F PMV Capital Advisers, LLC 41 3
2025-07-14 13F Gries Financial Llc 25 822 −4,88 1 877 5,15
2025-07-28 13F Kiker Wealth Management, LLC 773 −55,68 56 −50,88
2025-08-12 13F Coldstream Capital Management Inc 22 674 −8,78 1 648 0,86
2025-08-08 13F Bailard, Inc. 7 569 25,73 550 39,24
2025-08-13 13F Colonial Trust Co / SC 0 −100,00 0
2025-08-13 13F Cary Street Partner Investment Advisory Llc 898 20,21 65 32,65
2025-08-13 13F American Money Management, LLC 10 480 −2,08 762 8,25
2025-07-21 13F TFG Advisers LLC 19 103 5,37 1 389 16,44
2025-08-04 13F One Day In July LLC 805 761 17,36 58 571 29,73
2025-07-24 13F IFP Advisors, Inc 561 432 1,94 40 811 12,68
2025-07-17 13F Worth Financial Advisory Group, LLC 35 758 −0,58 2 599 9,89
2025-08-04 13F Balentine LLC 50 817 0,00 3 694 10,54
2025-08-13 13F Copley Financial Group, Inc. 12 394 −5,61 901 4,29
2025-07-22 13F Beacon Financial Advisory LLC 48 517 −22,40 3 527 −14,23
2025-07-23 13F Opulen Financial Group LLC 7 477 0,30 543 10,82
2025-07-14 13F Acropolis Investment Management, LLC 7 979 0,01 580 10,69
2025-04-25 13F Smallwood Wealth Investment Management, LLC 31 2
2025-08-14 13F Transamerica Financial Advisors, Inc. 124 144 1,22 9 024 112 687,50
2025-07-21 13F Pacific Financial Group Inc 0 −100,00 0
2025-07-28 13F Cutler Investment Counsel Llc 109 680 11,14 7 973 22,85
2025-08-14 13F Sunbelt Securities, Inc. 0 −100,00 0
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 41 154 2 991
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 4 853 −96,26 353 −95,88
2025-08-04 13F Waterfront Wealth Inc. 3 635 264
2025-08-05 13F BCGM Wealth Management, LLC 4 022 −1,45 292 8,96
2025-08-14 13F Ancora Advisors, LLC 2 316 75,32 168 95,35
2025-07-09 13F Fermata Advisors, LLC 25 655 −21,38 1 865 −13,10
2025-07-23 13F Meitav Dash Investments Ltd 78 186 5 683
2025-08-05 13F Elm Partners Management LLC 33 731 −73,80 2 452 −71,05
2025-07-17 13F Wolff Wiese Magana Llc 36 0,00 3 0,00
2025-07-31 13F Sequent Asset Management, LLC 2 983 217
2025-08-14 13F Smartleaf Asset Management LLC 43 804 71,50 3 168 89,75
2025-07-31 13F Whipplewood Advisors, LLC 0 −100,00 0
2025-07-16 13F Independent Wealth Network Inc. 144 872 0,69 10 531 11,30
2025-07-31 13F Shaker Investments Llc/oh 21 794 5,09 1 584 16,21
2025-07-25 13F Wells Financial Advisors INC 14 425 −3,87 1 049 6,29
2025-08-15 13F Global View Capital Management LLC 606 321 37,61 44 073 52,11
2025-07-14 13F Proathlete Wealth Management Llc 11 450,00 1
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 4 742 345
2025-08-13 13F Fisher Asset Management, LLC 11 875 −31,95 863 −24,76
2025-07-28 13F Allianz Asset Management GmbH 45 −100,00 3 −100,00
2025-07-22 13F Belpointe Asset Management LLC 158 994 32,88 11 557 46,89
2025-07-31 13F Optimum Investment Advisors 10 0,00 1
2025-08-11 13F Aptus Capital Advisors, LLC 1 338 746 −3,36 97 313 6,82
2025-08-13 13F My Purposeful Wealth Corp. 10 201 −18,97 759 −8,22
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1 177 81,92 86 102,38
2025-07-28 13F/A Penbrook Management LLC 3 500 254
2025-08-12 13F J.w. Cole Advisors, Inc. 68 914 258,18 5 009 295,97
2025-08-14 13F EP Wealth Advisors, Inc. 34 181 145,61 2 485 171,48
2025-07-11 13F Seacrest Wealth Management, Llc 3 102 −2,94 225 7,14
2025-09-04 13F/A Advisor Group Holdings, Inc. 8 477 966 5,49 609 735 15,37
2025-07-23 13F True Vision MN LLC 13 017 −15,15 946 −6,15
2025-08-14 13F Schwallier Wealth Management LLC 27 390 4,70 1 991 15,70
2025-07-16 13F Perigon Wealth Management, LLC 64 687 10,73 4 702 22,42
2025-08-14 13F Widmann Financial Services, Inc. 3 701 20,20 269 33,17
2025-07-31 13F Guardian Asset Advisors, LLC 130 049 6,98 9 453 18,25
2025-05-08 13F Delap Wealth Advisory, Llc 0 −100,00 0
2025-08-04 13F UNIVEST FINANCIAL Corp 1 812 265 1,59 131 734 12,29
2025-07-24 13F Financial Security Advisor, Inc. 64 760 0,04 4 707 10,60
2025-08-05 13F Gilbert & Cook, Inc. 38 383 9,78 2 790 21,36
2025-07-09 13F Market Street Wealth Management Advisors Llc 540 013 0,70 39 254 11,31
2025-07-30 13F Nottingham Advisors, Inc. 354 850 −3,78 25 794 6,37
2025-08-14 13F Sei Investments Co 5 030 19,82 366 32,25
2025-07-15 13F Kagan Cocozza Asset Management 272 474 4,60 19 806 15,63
2025-07-29 13F Harbor Asset Planning, Inc. 1 181 86
2025-07-15 13F Accurate Wealth Management, LLC 11 156 5,01 819 24,85
2025-07-15 13F ACT Advisors, LLC. 55 102 0,63 4 005 11,25
2025-07-15 13F SJS Investment Consulting Inc. 233 0,00 17 6,67
2025-08-12 13F Allen Capital Group, LLC 927 722 0,80 67 436 11,43
2025-08-06 13F Columbia River Financial Group, LLC 131 033 −1,97 10 12,50
2025-08-11 13F United Advisor Group, LLC 16 845 3,22 1 224 14,07
2025-07-17 13F Venture Visionary Partners LLC 171 818 15,78 12 489 27,97
2025-08-11 13F Amara Financial, Llc. 4 228 4,06 307 14,98
2025-07-22 13F Luken Investment Analytics, LLC 306 738 −33,65 22 297 −26,66
2025-07-17 13F Olympus Wealth Management, Llc 434 407 76,86 31 577 95,51
2025-08-06 13F Legacy Investment Solutions, LLC 729 143,00 53 147,62
2025-08-13 13F Vertex Planning Partners, LLC 848 519 −9,09 61 679 0,49
2025-07-07 13F OMNI 360 Wealth, Inc. 170 484 −3,17 12 392 7,03
2025-08-14 13F Betterment LLC 73 909 544 13,88 5 372 25,90
2025-08-11 13F Morling Financial Advisors, LLC 113 850 −0,45 8 276 10,04
2025-08-11 13F Bellwether Advisors, LLC 60 400,00 4
2025-07-15 13F Hofer & Associates. Inc 22 257 57,99 1 618 74,62
2025-07-29 13F Semitam Bonam Llc 49 063 3 566
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0
2025-08-12 13F Argent Trust Co 4 011 0,00 292 10,65
2025-07-22 NP Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 3 ETF 120 000 65,98 8 320 64,63
2025-07-22 NP Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 1 ETF 86 400 19,66 5 990 18,71
2025-08-01 13F Envestnet Asset Management Inc 15 884 712 11,39 1 154 660 23,13
2025-07-23 13F Steel Peak Wealth Management LLC 3 178 231
2025-05-02 13F Invera Wealth Advisors, LLC 0 −100,00 0
2025-07-11 13F Rockwood Wealth Management, LLC 12 386 22,67 900 35,75
2025-08-18 13F Geneos Wealth Management Inc. 535 746 63,94 38 943 81,22
2025-07-14 13F Buttonwood Financial Group, LLC 341 859 −29,42 24 966 −16,46
2025-08-14 13F Jane Street Group, Llc 115 512 30,40 8 397 44,14
2025-07-28 13F Twin Tree Management, LP 223 647 16 257
2025-08-14 13F Stifel Financial Corp 315 127 0,56 22 907 11,17
2025-08-13 13F Gateway Wealth Partners, LLC 204 293 11,19 14 850 22,91
2025-04-23 13F Moran Wealth Management, LLC 0 −100,00 0
2025-08-11 13F Pineridge Advisors LLC 2 031 −39,55 148 −33,18
2025-08-14 13F Janus Henderson Group Plc 713 740 0,00 51 882 11,20
2025-07-11 13F Cypress Financial Planning Llc 6 529 −4,18 475 5,80
2025-07-31 13F Daido Life Insurance Co 440 783 0,00 32 14,29
2025-07-31 13F Allied Investment Advisors, LLC 0 −100,00 0
2025-08-20 13F/A Coppell Advisory Solutions LLC 171 674 20,87 12 415 34,13
2025-08-01 13F Penobscot Wealth Management 752 588 8,54 54 706 19,98
2025-08-08 13F W.H. Cornerstone Investments Inc. 16 603 −37,62 1 207 −31,09
2025-08-04 13F McMill Wealth Management 312 997 −1,10 22 694 9,05
2025-07-10 13F Kmg Fiduciary Partners, Llc 480 481 1,60 34 926 12,31
2025-08-13 13F Mizuho Bank, Ltd. 2 100 000 50,00 152 649 65,81
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2 115 728 −20,14 8 412 −11,72
2025-07-25 13F Priebe Wealth Holdings LLC 395 949 −51,31 28 782 −46,18
2025-08-07 13F Guidance Capital, Inc 3 570 −38,17 261 −32,03
2025-07-09 13F Christopher J. Hasenberg, Inc 47 110 204 726,09 3 424 342 300,00
2025-08-14 13F Jane Street Group, Llc Call 152 500 173,79 11 085 202,70
2025-08-14 13F Jane Street Group, Llc Put 10 400 −72,85 756 −70,02
2025-08-12 13F Retirement Planning Co of New England, Inc. 14 501 12,80 1 054 24,73
2025-07-18 13F Vigilare Wealth Management 7 719 −97,65 561 −97,40
2025-08-04 13F IFG Advisory, LLC 301 755 −5,23 21 935 4,75
2025-07-30 13F Greenup Street Wealth Management Llc 2 758 200
2025-07-11 13F Deane Retirement Strategies, Inc. 11 629 −0,63 845 9,88
2025-08-12 13F Strategic Advisors LLC 121 076 3,25 8 801 14,12
2025-07-25 13F Lion Street Advisors, LLC 6 871 −6,39 499 3,53
2025-07-10 13F HWG Holdings LP 47 620 5,72 3 461 16,85
2025-07-02 13F Helen Stephens Group, LLC 28 414 0,23 2 065 10,78
2025-08-11 13F NewEdge Wealth, LLC 28 387 22,07 2 112 38,06
2025-08-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-08-05 13F Sebold Capital Management, Inc. 13 683 −16,83 995 −8,05
2025-08-11 13F Independent Advisor Alliance 184 594 54,64 13 418 70,95
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 63 534 114,99 4 496 142,90
2025-08-11 13F TD Waterhouse Canada Inc. 617 0,00 45 10,00
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 532 0,00 39 11,76
2025-07-29 13F Aspiriant, Llc 4 254 2,63 309 13,60
2025-08-05 13F Westside Investment Management, Inc. 5 489 −2,47 399 7,57
2025-07-16 13F Embree Financial Group 13 835 0,42 1 006 10,93
2025-07-08 13F Range Financial Group LLC 93 105 −3,41 6 768 6,77
2025-08-06 13F Stokes Family Office, LLC 8 245 599
2025-07-31 13F Conservest Capital Advisors, Inc. 3 780 14,72 275 26,85
2025-08-05 13F Prosperity Wealth Management, Inc. 3 808 0,00 277 10,40
2025-08-13 13F SMART Wealth LLC 26 806 2,90 1 949 13,72
2025-07-24 13F Jfs Wealth Advisors, Llc 3 906 −4,08 284 5,99
2025-08-12 13F FreeGulliver LLC 12 686 −7,29 922 2,56
2025-08-14 13F Talon Private Wealth, LLC 361 186 −5,59 26 255 0,24
2025-08-08 13F SBI Securities Co., Ltd. 29 352 10,13 2 134 21,75
2025-08-11 13F Goodman Financial Corp 46 796 −36,15 3 402 −29,43
2025-07-28 13F Private Wealth Asset Management, LLC 1 202 0,00 87 10,13
2025-08-08 13F Larson Financial Group LLC 1 627 089 246,46 118 273 282,97
2025-07-30 13F Cullen/frost Bankers, Inc. 1 500 109
2025-08-04 13F Atria Investments Llc 229 651 4,09 16 693 15,05
2025-07-29 13F Marathon Strategic Advisors, LLC 154 363 1,71 11 221 12,42
2025-08-04 13F Creative Financial Designs Inc /adv 54 652 −28,53 3 973 −21,00
2025-08-14 13F Kovitz Investment Group Partners, LLC 261 000 −11,35 18 972 −2,00
2025-08-20 13F Forefront Wealth Partners, LLC 140 642 −14,79 9 705 −10,60
2025-08-04 13F JDM Financial Group LLC 47 325 −2,02 3 440 8,31
2025-07-23 13F Wealth Management Nebraska 575 614 0,52 41 628 10,55
2025-08-04 13F Impact Partnership Wealth, LLC 7 039 111,44 512 134,40
2025-08-08 13F Citizens Financial Group Inc/ri 151 024 137,66 10 978 162,69
2025-07-31 13F TSA Wealth Managment LLC 336 092 −14,10 24 431 −5,05
2025-08-06 13F Commonwealth Equity Services, Llc 1 396 513 20,44 102 32,89
2025-08-01 13F First Command Advisory Services, Inc. 1 735 977 35,46 126 189 49,73
2025-08-08 13F Petix & Botte Co 415 981 14,75 30 238 26,84
2025-08-14 13F Glen Eagle Advisors, LLC 1 468 18,20 107 30,86
2025-07-23 13F Values Added Financial LLC 90 185 −7,17 6 556 2,61
2025-08-14 13F Sequent Planning LLC 3 193 −15,24 232 −6,07
2025-08-14 13F Nepc Llc 973 556 70 768
2025-08-14 13F IHT Wealth Management, LLC 636 649 36,07 46 278 50,42
2025-07-23 13F Element Wealth, LLC 4 063 1,98 295 13,03
2025-08-13 13F Northwestern Mutual Wealth Management Co 3 565 033 19,82 259 142 32,45
2025-08-13 13F American Investment Services, Inc. 37 438 −2,26 2 721 8,06
2025-08-14 13F Vivaldi Capital Management, LLC 261 762 −0,68 19 027 9,78
2025-07-18 13F Liberty Capital Management, Inc. 5 954 0,00 433 10,49
2025-08-05 13F Retirement Financial Solutions, Llc 251 615 −5,51 18 290 4,45
2025-08-13 13F Lido Advisors, LLC 4 825 0,96 351 11,46
2025-07-08 13F Moulton Wealth Management, Inc 186 043 13 687
2025-07-07 13F Schulz Wealth, LTD. 4 081 −0,34 297 10,04
2025-08-14 13F Riggs Asset Managment Co. Inc. 1 809 3 748,94 131 4 266,67
2025-07-09 13F Summit Financial Consulting LLC 11 917 −26,52 866 −18,76
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 2 280 166
2025-05-06 NP DFNDX - Kensington Defender Fund Institutional Class 118 903 14,25 7 819 8,99
2025-08-11 13F Regal Investment Advisors LLC 22 372 1 626
2025-07-30 13F Rehmann Capital Advisory Group 285 043 5,16 20 720 16,25
2025-08-05 13F Bank of New York Mellon Corp 374 540 46,64 27 225 62,10
2025-07-24 13F Drucker Wealth 3.0, LLC 6 774 16,53 497 30,10
2025-08-13 13F Hobbs Wealth Management, LLC 178 990 −38,63 13 011 −32,17
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 27 147 −32,36 1 973 −25,24
2025-08-08 13F POM Investment Strategies, LLC 248 298 10,56 18 049 22,21
2025-07-09 13F Heritage Family Offices, LLP 27 366 0,00 1 789 −0,61
2025-07-25 13F Quantum Financial Planning Services, Inc. 464 827 4,57 33 788 15,59
2025-07-09 13F Alesco Advisors Llc 87 820 28,13 6 384 41,62
2025-07-09 13F Massmutual Trust Co Fsb/adv 1 500 0,00 109 11,22
2025-07-09 13F O'Brien Wealth Partners LLC 825 956 −5,91 60 039 4,01
2025-07-07 13F Upper Left Wealth Management, LLC 106 828 13,17 7 765 25,10
2025-07-21 13F Old Second National Bank Of Aurora 48 435 17,11 3 521 29,46
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 78 602 −1,52 5 714 8,86
2025-08-14 13F Capital Planning Advisors, LLC 9 247 −3,81 672 6,33
2025-08-07 13F Nwam Llc 50 601 42,08 3 678 57,11
2025-08-11 13F Stonebrook Private Inc. 138 191 3,95 10 045 14,91
2025-07-22 13F Visionary Horizons, LLC 5 811 −1,71 422 8,76
2025-08-12 13F Accredited Wealth Management, LLC 3 0,00 0
2025-07-18 13F Trilogy Capital Inc. 9 673 −5,57 703 4,46
2025-07-18 13F Clarity Financial LLC 45 860 −5,08 3 334 4,91
2025-08-11 13F Advisor Resource Council 11 712 −93,76 851 −92,67
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2 79 218 10,64 5 758 22,30
2025-07-11 13F SILVER OAK SECURITIES, Inc 89 684 −24,57 6 519 −16,11
2025-07-18 13F Client 1st Advisory Group, Llc 500 817 2,88 36 404 13,72
2025-08-05 13F Sigma Planning Corp 21 763 −3,15 1 582 7,04
2025-04-22 13F Country Trust Bank 53 0,00 4 0,00
2025-07-22 13F Vantage Investment Partners, LLC 27 907 0,00 2 029 10,52
2025-07-31 13F Buckingham Strategic Partners 78 122 −11,17 5 679 −1,82
2025-07-11 13F Annex Advisory Services, LLC 33 895 −3,34 2 464 6,85
2025-07-28 13F Rosenberg Matthew Hamilton 970 1,25 71 12,90
2025-07-16 13F Cahaba Wealth Management, Inc. 710 891 20,37 51 675 33,06
2025-08-14 13F Quantinno Capital Management LP 26 275 108,27 1 910 130,28
2025-08-08 13F Pnc Financial Services Group, Inc. 325 393 −8,76 23 653 0,86
2025-05-15 13F Evergreen Capital Management Llc Put 66
2025-08-11 13F Rockbridge Investment Management, LCC 420 143 12,96 30 540 24,86
2025-08-12 13F Trexquant Investment LP 0 −100,00 0
2025-08-12 13F Insigneo Advisory Services, Llc 26 372 6,57 1 917 17,76
2025-08-14 13F Gotham Asset Management, LLC 10 542 0,00 766 10,53
2025-08-07 13F Americana Partners, LLC 793 284 5,03 57 664 16,09
2025-08-04 13F Hantz Financial Services, Inc. 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 116 132 6,17 8 442 17,37
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3 084 −20,72 224 −12,16
2025-08-06 13F Savant Capital, LLC 429 643 −23,37 31 231 −15,29
2025-07-09 13F WealthCare Investment Partners, LLC 14 765 0,78 1 086 22,71
2025-07-10 13F Professional Financial Advisors, LLC 16 286 −15,52 1 184 −6,63
2025-08-15 13F Morgan Stanley 13 743 533 22,18 999 018 35,06
2025-07-17 13F ERn Financial, LLC 70 534 5,08 5 127 16,18
2025-06-03 13F Invst, LLC 12 218 −0,96 803 −5,53
2025-07-14 13F Chris Bulman Inc 8 185 −25,13 595 −17,27
2025-08-11 13F Sykon Capital Llc 321 497 23 370
2025-07-14 13F Toth Financial Advisory Corp 394 0,00 29 12,00
2025-07-09 13F Catalyst Private Wealth, Llc 49 489 0,24 3 597 10,81
2025-05-13 13F Measured Risk Portfolios, Inc. 0 −100,00 0
2025-08-13 13F JBR Co Financial Management Inc 111 605 8,20 8 113 19,61
2025-08-14 13F Manufacturers Life Insurance Company, The 2 871 323 −35,03 208 716 −28,18
2025-07-15 13F Clarus Group, Inc. 282 585 −1,26 20 541 9,15
2025-08-06 13F Convergence Financial, LLC 170 896 5,01 12 422 16,08
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 73 514 0,79 5 344 11,41
2025-07-18 13F Northstar Group, Inc. 6 175 0,00 449 10,34
2025-07-25 13F Defender Capital, LLC. 9 200 −25,81 669 −18,54
2025-07-17 13F Guyasuta Investment Advisors Inc 5 308 6,74 386 17,74
2025-07-30 13F Retirement Planning Group 41 595 −4,82 3 024 5,22
2025-07-10 13F Moller Financial Services 2 984 217
2025-07-24 13F Robertson Stephens Wealth Management, LLC 63 509 −19,73 4 616 −11,28
2025-07-31 13F Briaud Financial Planning, Inc 3 905 0
2025-08-12 13F Wealth Advisors of Iowa, LLC 326 972 −0,76 23 768 9,70
2025-04-17 13F Authentikos Wealth Advisory, LLC 0 −100,00 0
2025-07-09 13F Defined Wealth Management, Llc 7 570 18,28 550 30,95
2025-07-09 13F Dynamic Advisor Solutions LLC 765 921 3,17 55 675 14,04
2025-07-23 13F Hemenway Trust Co LLC 10 787 −0,42 784 10,11
2025-07-17 13F Elser Financial Planning, Inc 3 646 267
2025-07-22 13F Berger Financial Group, Inc 10 846 3,98 788 15,04
2025-07-17 13F Summit Financial Strategies, Inc. 6 470 0,40 470 11,11
2025-07-31 13F Resonant Capital Advisors, LLC 17 515 −10,65 1 273 −1,24
2025-08-08 13F Thoroughbred Financial Services, Llc 5 472 2,17 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 1 169 897 85 040
2025-08-14 13F Susquehanna International Group, Llp 134 245 628,40 9 758 705,78
2025-08-14 13F Susquehanna International Group, Llp Call 615 200 117,46 44 719 140,38
2025-08-08 13F ProVise Management Group, LLC 3 592 0,00 261 10,59
2025-08-14 13F Susquehanna International Group, Llp Put 282 800 33,65 20 557 47,74
2025-08-12 13F PKS Advisory Services, LLC 9 938 −5,72 722 4,18
2025-07-15 13F Mather Group, Llc. 4 819 −4,21 350 6,06
2025-07-29 13F Koshinski Asset Management, Inc. 25 074 2,04 1 823 12,82
2025-08-19 13F Newbridge Financial Services Group, Inc. 1 416 0,07 103 9,68
2025-07-08 13F Arlington Trust Co LLC 10 195 0,00 741 10,60
2025-08-07 13F Traynor Capital Management, Inc. 62 455 8,61 4 537 19,99
2025-08-14 13F Scott Marsh Financial, LLC 3 320 241
2025-05-14 13F Heritage Wealth Partners, LLC 11 460 14,36 754 9,13
2025-07-29 13F Stratos Wealth Partners, LTD. 950 174 −13,58 69 068 −4,48
2025-08-14 13F MidWestOne Financial Group, Inc. 309 703 0,49 22 512 11,08
2025-07-15 13F Sheets Smith Wealth Management 183 225 40,16 13 319 54,93
2025-08-27 13F Cypress Capital Advisors, LLC 2 860 −19,84 208 −11,54
2025-07-07 13F Peak Financial Advisors Llc 9 911 −14,88 720 −5,88
2025-08-14 13F Hilltop Holdings Inc. 20 425 15,55 1 485 27,71
2025-04-16 13F West Branch Capital LLC 0 −100,00 0
2025-07-29 13F Financial Guidance Group, Inc. 61 360 50,46 4 460 66,36
2025-08-13 13F Transce3nd, LLC 104 122 2,70 7 600 15,20
2025-07-28 13F Brown Financial Advisory 1 029 929 6,89 74 866 18,16
2025-08-07 13F Fonville Wealth Management LLC 60 279 14,92 4 382 27,21
2025-07-22 13F IMC-Chicago, LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc Call 217 100 −14,46 15 781 −5,45
2025-07-30 13F D.a. Davidson & Co. 11 633 113,06 846 135,38
2025-08-14 13F Citadel Advisors Llc 506 104 9,46 36 789 21,00
2025-05-02 13F Edgestream Partners, L.P. 0 −100,00 0
2025-08-15 13F Captrust Financial Advisors 175 705 23,05 12 772 36,01
2025-07-10 13F SK Wealth Management, LLC 30 688 17,22 2 253 42,35
2025-08-14 13F Harmony Asset Management Llc 24 599 0,00 1 788 10,58
2025-08-14 13F Core Wealth Advisors, Inc. 273 260 −0,33 19 863 10,18
2025-08-11 13F Mosaic Advisors LLC 3 735 −53,31 271 −48,48
2025-08-12 13F Laurel Wealth Advisors LLC 687 773 7 168,79 9 −98,55
2025-08-14 13F Glenmede Investment Management, LP 2 352 171
2025-07-29 13F Kelman-Lazarov, Inc. 369 916 16,36 26 889 28,62
2025-08-15 13F Strategic Investment Advisors / MI 5 467 18,90 397 31,46
2025-08-12 13F Integrated Advisors Network LLC 6 152 −2,50 447 7,97
2025-08-14 13F Citadel Advisors Llc Put 325 300 −8,03 23 646 1,66
2025-07-23 13F Somerville Kurt F 3 000 218
2025-08-14 13F Stadion Money Management, LLC 3 374 987 −22,45 245 328 −14,28
2025-07-29 13F Carmel Capital Partners, LLC 5 610 −1,27 408 9,12
2025-07-25 13F Joel Adams & Associates, Inc. 5 735 13,21 417 24,92
2025-07-31 13F Wealthfront Advisers Llc 3 167 230
2025-08-08 13F Geode Capital Management, Llc 10 330 10,58
2025-08-12 13F Pathstone Holdings, LLC 141 702 3,85 10 300 14,80
2025-07-08 13F Northstar Advisory Group, LLC 6 087 442
2025-07-30 13F Roman Butler Fullerton & Co 12 267 4,46 919 23,85
2025-07-31 13F Sage Mountain Advisors LLC 2 633 −9,77 191 0,00
2025-04-25 13F G&S Capital LLC 0 −100,00 0
2025-07-14 13F Southland Equity Partners LLC 3 961 −35,88 288 −29,31
2025-08-19 13F Asset Dedication, LLC 7 734 −0,78 562 9,77
2025-08-04 13F Keybank National Association/oh 8 059 −3,81 586 6,36
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 16 931 −21,51 1 230 −13,26
2025-08-14 13F TT Capital Management LLC 5 022 338
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 300 22
2025-08-13 13F Shepherd Financial Partners LLC 94 828 4,04 6 893 15,02
2025-07-22 NP Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 2 ETF 87 400 25,21 6 059 24,21
2025-07-24 13F M1 Capital Management LLC 139 615 −45,51 10 149 −39,77
2025-04-11 13F Davis Capital Management 21 0,00 1 0,00
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 149 342 4,89 10 856 15,95
2025-08-07 13F Alliance Wealth Management Group 147 215 0,58 10 701 11,18
2025-08-07 13F Apeiron RIA LLC 167 634 −29,15 12 185 −21,69
2025-08-08 13F Arvest Bank Trust Division 140 248 −0,63 10 195 9,85
2025-07-24 13F Financial Connections Group, Inc. 1 804 0,00 0
2025-08-05 13F Cherry Tree Wealth Management, LLC 15 668 −5,77 1 139 4,12
2025-08-12 13F PSI Advisors, LLC 583 010 11,96 42 379 23,76
2025-08-12 13F WealthTrak Capital Management LLC 161 181 −29,45 11 716 −22,01
2025-07-18 13F Naples Global Advisors, Llc 118 328 13,61 8 601 25,58
2025-07-21 13F Ameritas Advisory Services, LLC 32 467 −16,45 2 360 −10,23
2025-08-07 13F Compass Financial Group, Inc. 49 271 −0,61 3 582 9,88
2025-07-23 13F Schrum Private Wealth Management LLC 49 191 27,60 3 576 41,03
2025-08-12 13F Tableaux Llc 0 −100,00 0
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-05-06 13F JPL Wealth Management, LLC 19 630 0,00 1 208 −10,79
2025-07-09 13F Aaron Wealth Advisors LLC 3 183 231
2025-08-07 13F Kestra Private Wealth Services, Llc 12 287 20,12 893 32,89
2025-08-13 13F Flow Traders U.s. Llc 58 292 −75,26 4 −73,33
2025-07-18 13F Consolidated Portfolio Review Corp 11 846 14,58 861 26,80
2025-07-21 13F Triad Wealth Partners, LLC 108 578 10,69 7 893 22,36
2025-08-07 13F Midwest Trust Co 72 873 5 297
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-07-23 13F Cannon Wealth Management Services, LLC 163 075 1,27 11 854 11,49
2025-08-14 13F/A Hutchinson Financial Advisors, INC 46 566 3 385
2025-08-06 13F Modera Wealth Management, LLC 68 925 −1,71 5 010 8,65
2025-08-15 13F Lantern Wealth Advisors, LLC 0 −100,00 0
2025-07-16 13F GenWealth Group, Inc. 171 512 1,74 12 467 12,47
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 14 861 −1,57 1 080 8,87
2025-08-13 13F BlackDiamond Wealth Management Inc. 107 236 9,15 7 791 19,46
2025-05-02 13F Sachetta, LLC 0 −100,00 0
2025-07-15 13F Pitti Group Wealth Management, LLC 33 623 1,72 2 444 12,47
2025-08-15 13F Manhattan West Asset Management, LLC 94 338 −0,34 6 857 10,17
2025-08-28 NP PRAE - PlanRock Alternative Growth ETF 10 470 −27,45 761 −23,44
2025-08-06 13F Atlantic Union Bankshares Corp 10 257 14,54 746 26,70
2025-07-15 13F Revisor Wealth Management LLC 3 819 −2,33 281 9,34
2025-07-28 13F Harbour Investments, Inc. 658 262 −3,47 47 849 6,70
2025-08-15 13F Brown Financial Advisors 199 417 1,52 14 496 12,22
2025-08-08 13F Laurel Wealth Planning LLC 18 169 −33,08 1 321 −26,05
2025-08-12 13F North Star Asset Management Inc 751 255 −0,32 54 609 10,19
2025-07-25 13F Atria Wealth Solutions, Inc. 337 033 −10,08 24 499 −0,60
2025-08-01 13F Centerpoint Advisors, LLC 1 119 0,00 0
2025-08-13 13F Nicolet Advisory Services, Llc 29 017 72,51 2 123 104,63
2025-08-13 13F West Wealth Group, LLC 330 847 8,77 24 628 22,70
2025-07-15 13F StoneCrest Wealth Management, Inc. 117 794 3,45 8 562 14,36
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 236 761 3,71 17 210 14,64
2025-07-14 13F Caitlin John, LLC 14 473 243,04 1 052 279,78
2025-08-14 13F CIBC World Markets Inc. 6 408 −13,43 466 −4,32
2025-07-21 13F Synergy Financial Management, LLC 11 637 846
2025-08-11 13F Wealthgarden F.s. Llc 11 408 −33,37 848 −24,62
2025-07-29 13F Financial Futures Ltd Liability Co. 159 189 5,25 11 571 16,35
2025-08-12 13F Financial Advocates Investment Management 174 230 12 665
2025-08-14 13F Cibc World Markets Corp 20 493 0,31 1 490 10,87
2025-05-09 13F Hemington Wealth Management 0 −100,00 0
2025-07-18 13F Access Financial Services, Inc. 24 372 1,67 1 772 12,37
2025-08-26 13F Claris Financial LLC 5 234 0,00 380 5,56
2025-08-08 13F Empower Advisory Group, LLC 94 513 902,37 6 870 1 008,06
2025-08-11 13F One Capital Management, LLC 31 109 −71,20 2 261 −68,17
2025-07-31 13F MN Wealth Advisors, LLC 38 231 13,36 2 779 25,35
2025-07-31 13F Brighton Jones Llc 10 723 −2,92 779 7,30
2025-08-11 13F Inspire Advisors, LLC 9 261 −2,14 673 8,20
2025-08-11 13F Westover Capital Advisors, LLC 35 931 0,39 2 612 10,96
2025-08-13 13F Basso Capital Management, L.p. 582 0,00 42 10,53
2025-08-14 13F Napa Wealth Management 49 171 −2,41 3 574 7,88
2025-08-05 13F Fourth Dimension Wealth, LLC 41 414 −6,97 3 010 2,84
2025-07-15 13F Bay Capital Advisors, LLC 206 635 3,83 15 020 14,77
2025-08-13 13F M&t Bank Corp 5 839 0,00 424 10,70
2025-07-17 13F Global Trust Asset Management, LLC 3 262 75,66 237 94,26
2025-07-25 13F SPC Financial, Inc. 305 860 2,63 22 233 13,45
2025-04-11 13F Safeguard Financial, LLC 27 928 0,03 1 837 −4,57
2025-07-01 13F Bush Investment Group, Llc 70 718 −39,85 5 140 −33,51
2025-08-14 13F Financial Engines Advisors L.L.C. 4 991 489 0,27 362 831 10,84
2025-08-11 13F Atlantic Private Wealth, LLC 268 0,00 20 11,76
2025-07-24 13F MSH Capital Advisors LLC 48 856 −23,52 3 551 −15,45
2025-08-14 13F Pinnacle Family Advisors, LLC 31 346 −22,23 2 279 −14,04
2025-08-06 13F Wedbush Securities Inc 6 401 14,36 0
2025-08-14 13F RBF Capital, LLC 214 574 0,00 15 597 10,54
2025-08-19 13F Anchor Investment Management, LLC 17 034 31,13 1 238 44,96
2025-07-18 13F Arcadia Wealth Management, LLC 126 092 1,13 9 166 11,80
2025-07-29 13F Mattson Financial Services, LLC 143 269 15,45 10 414 27,62
2025-08-05 13F Mason Investment Advisory Services, Inc. 13 056 0,00 949 10,61
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 6 433 969 43,37 467 685 58,48
2025-05-19 13F Smith Asset Management Co., LLC 5 214 13,92 343 8,57
2025-07-11 13F Caldwell Securities, Inc 745 0,00 54 12,50
2025-07-17 13F Leverty Financial Group, LLC 10 986 −84,46 799 −82,84
2025-07-25 13F Hazlett, Burt & Watson, Inc. 169 22,46 0
2025-08-14 13F Modern Wealth Management, LLC 376 949 1 002,38 27 400 1 118,86
2025-07-09 13F Riversedge Advisors, Llc 6 915 0,00 503 10,57
2025-07-15 13F Fifth Third Bancorp 586 234 18,65 42 613 31,15
2025-07-10 13F Affiance Financial, LLC 0 −100,00 0
2025-07-14 13F Narus Financial Partners, LLC 28 132 4,15 2 045 15,09
2025-08-13 13F Amundi 0 −100,00 0
2025-07-31 13F Rational Advisors Llc 231 686 −4,52 16 841 5,54
2025-07-18 13F Magnolia Private Wealth, LLC 6 984 −9,06 508 0,40
2025-07-29 13F International Assets Investment Management, Llc 4 666 3,30 339 14,14
2025-07-11 13F Capital Advantage, Inc. 197 706 10,07 14 371 16,06
2025-07-15 13F Garrett Investment Advisors LLC 20 254 −0,33 1 472 10,18
2025-07-10 13F Fulton Bank, N.a. 3 319 −15,09 241 −6,23
2025-07-29 13F Liberty Square Wealth Partners Llc 368 592 −0,15 26 793 10,37
2025-07-16 13F Midwest Heritage Bank, FSB 94 704 −1,51 6 884 8,86
2025-07-10 13F Orgel Wealth Management, LLC 5 530 54,60 402 70,64
2025-07-24 13F Etesian Wealth Advisors, Inc. 46 341 53,70 3 369 69,93
2025-07-29 13F APCM Wealth Management for Individuals 47 809 7,66 3 475 19,01
2025-07-30 13F/A KPP Advisory Services LLC 10 794 0,05 785 10,58
2025-07-17 13F LexAurum Advisors, LLC 40 950 20,68 2 977 33,39
2025-08-11 13F Slagle Financial, LLC 160 344 274,36 11 655 313,88
2025-08-14 13F Sig Brokerage, Lp 24 000 0,00 1 745 10,52
2025-07-22 13F Wealthcare Advisory Partners LLC 4 299 447 14,25 312 527 26,29
2025-07-23 13F Country Club Bank /gfn 6 412 464
2025-07-22 13F Global Strategic Investment Solutions, LLC 8 000 0,00 582 10,46
2025-07-25 13F Concurrent Investment Advisors, LLC 95 030 44,79 6 908 60,03
2025-08-06 13F Rialto Wealth Management, LLC 1 478 0,00 107 10,31
2025-08-27 13F/A Squarepoint Ops LLC 11 794 857
2025-08-07 13F Brio Consultants, LLC 13 574 35,08 987 49,39
2025-07-25 13F Total Clarity Wealth Management, Inc. 167 005 19,44 12 140 25,94
2025-08-12 13F Eldridge Investment Advisors, Inc. 414 023 −0,97 30 095 9,47
2025-07-16 13F ORG Partners LLC 447 −73,97 32 −71,68
2025-07-17 13F/A Capital Investment Advisors, LLC 8 683 −26,93 631 −19,21
2025-08-14 13F NCM Capital Management, LLC 6 651 503
2025-04-29 13F Hm Payson & Co 448 873 15,26 29 518 9,94
2025-08-06 13F 360 Financial, Inc. 16 556 3,85 1 203 14,79
2025-07-23 13F Woodside Wealth Management LLC 4 675 9,10 340 20,64
2025-08-14 13F Operose Advisors LLC 30 0,00 2 100,00
2025-08-14 13F Ameriprise Financial Inc 4 671 668 1,60 339 573 12,53
2025-07-17 13F Claris Advisors, Llc / Mo / 2 896 211
2025-08-14 13F Aldebaran Financial Inc. 44 960 2,04 3 268 12,81
2025-07-21 13F Investment Planning Advisors, Inc. 400 023 8,16 29 078 19,56
2025-07-23 13F Fortis Advisors, LLC 5 603 −34,80 407 −27,96
2025-08-08 13F United Asset Strategies, Inc. 194 457 −3,47 14 135 6,71
2025-08-13 13F Level Four Advisory Services, Llc 343 984 0,14 25 004 10,69
2025-07-21 13F Abundance Wealth Counselors 8 550 0,00 1
2025-08-11 13F Edgemoor Investment Advisors, Inc. 5 129 0,00 373 10,39
2025-07-23 13F Ironwood Financial, llc 5 975 0,00 393 0,00
2025-08-05 13F Beckerman Institutional, LLC 11 751 0,00 1
2025-08-19 13F Advisory Services Network, LLC 172 286 −3,22 12 808 9,41
2025-09-02 13F/A FSC Wealth Advisors, LLC 5 249 2 008,03 382 2 281,25
2025-08-05 13F Bank Of Montreal /can/ 114 923 58,24 8 354 74,93
2025-07-08 13F Paladin Wealth, LLC 108 869 4,98 7 914 16,04
2025-08-12 13F Summit Global Investments 10 954 11,01 1
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-15 13F Signet Financial Management, Llc 14 788 −0,54 1 075 9,93
2025-07-30 13F Brookstone Capital Management 679 645 −1,71 49 403 8,65
2025-08-12 13F SRS Capital Advisors, Inc. 4 799 180,48 349 210,71
2025-08-14 13F Legacy Advisory Services, LLC 248 124 −1,94 18 036 8,39
2025-08-05 13F Mirae Asset Securities (usa) Inc. 0 −100,00 0
2025-08-07 13F Winthrop Capital Management, LLC 1 650 1,41 0
2025-05-05 13F Morningstar Investment Services LLC 7 331 −12,76 0
2025-07-01 13F Harbor Investment Advisory, Llc 641 0,00 47 9,52
2025-08-11 13F PAX Financial Group, LLC 6 725 2,31 489 12,96
2025-08-06 13F Ethos Financial Group, LLC 13 194 959
2025-07-10 13F Redhawk Wealth Advisors, Inc. 16 035 −97,23 1 166 −96,94
2025-07-11 13F Global X Japan Co., Ltd. 9 265 673
2025-08-14 13F Mercer Global Advisors Inc /adv 224 363 87,12 16 309 106,85
2025-05-15 13F Sonoma Private Wealth LLC 0 −100,00 0
2025-07-23 13F TPG Financial Advisors, LLC 5 575 0,00 405 10,66
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 307 793 2,02 22 373 12,77
2025-07-16 13F Spirepoint Private Client, Llc 22 145 1,26 1 610 11,89
2025-08-07 13F Curtis Advisory Group, LLC 303 879 22 089
2025-07-25 13F Northwest Capital Management Inc 7 849 −9,31 571 0,18
2025-08-13 13F Advocacy Wealth Management Services, LLC 3 107 897 −20,96 225 913 −12,63
2025-08-12 13F Jefferies Financial Group Inc. 7 187 4,66 522 15,74
2025-07-22 13F Kickstand Ventures, Llc. 913 360 58,74 66 392 75,47
2025-07-25 13F Commonwealth Financial Services, LLC 60 196 6,21 4 376 17,39
2025-07-30 13F Fairway Wealth LLC 1 0,00 0
2025-08-14 13F Stonehaven Wealth & Tax Solutions, Llc 141 190 2,00 10 263 12,76
2025-07-11 13F Busey Wealth Management 2 805 204
2025-08-01 13F Pasadena Private Wealth, LLC 0 −100,00 0
2025-08-13 13F Safe Harbor Fiduciary, LLC 1 544 21,77 112 34,94
2025-07-10 13F NorthCrest Asset Manangement, LLC 50 155 −0,22 3 690 11,62
2025-07-30 13F Bleakley Financial Group, LLC 19 997 11,26 1 454 23,03
2025-08-05 13F Tiaa Trust, National Association 7 282 −6,94 529 2,92
2025-07-17 13F New Perspectives, Inc 773 541 −4,20 56 229 5,89
2025-07-22 13F Miracle Mile Advisors, LLC 6 018 16,65 437 28,91
2025-07-09 13F Keystone Wealth Services, LLC 15 000 1 090
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-15 13F High Falls Advisors, Inc 5 063 18,05 368 30,50
2025-07-22 13F Woodmont Investment Counsel Llc 23 667 0,00 1 720 10,54
2025-07-28 13F Cypress Wealth Services, LLC 295 064 −2,86 21 448 7,38
2025-08-11 13F Theory Financial Llc 56 404 −51,70 4 193 −45,40
2025-07-07 13F Versant Capital Management, Inc 9 0,00 1
2025-06-26 NP HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 246 092 −3,19 16 045 −10,84
2025-07-24 13F Eastern Bank 97 −30,71 7 −22,22
2025-07-29 13F Empirical Asset Management, LLC 12 042 −36,09 850 −30,10
2025-08-19 13F Cape Investment Advisory, Inc. 28 097 −15,42 2 042 −6,50
2025-07-22 13F Macroview Investment Management Llc 5 412 1,03 393 11,65
2025-07-15 13F Highland Financial Advisors, LLC 485 491 0,88 35 290 11,52
2025-08-05 13F Towercrest Capital Management 177 853 3,23 12 928 14,10
2025-07-28 13F Mutual Advisors, LLC 219 566 −8,04 16 452 6,44
2025-08-04 13F AlphaStar Capital Management, LLC 1 265 046 4,57 91 956 15,59
2025-08-12 13F Zacks Investment Management 4 146 301
2025-07-24 13F Blair William & Co/il 103 321 1,11 7 510 11,77
2025-08-08 13F Advisors Capital Management, LLC 6 781 −0,98 493 9,33
2025-08-14 13F Ieq Capital, Llc 9 014 112,64 655 135,61
2025-08-13 13F Keystone Financial Group 506 955 −14,68 36 851 −5,69
2025-08-14 13F Mendel Capital Management LLC 3 600 0,17 262 10,59
2025-08-13 13F WCG Wealth Advisors LLC 349 028 12,76 25 371 24,64
2025-08-12 13F Park Square Financial Group, LLC 4 701 1,78 342 12,54
2025-07-01 13F Private Client Services, Llc 4 733 21,83 344 34,90
2025-07-16 13F Highline Wealth Partners Llc 989 83,49 72 102,86
2025-08-05 13F Optivise Advisory Services LLC 3 361 −6,27 244 3,83
2025-07-23 13F High Note Wealth, LLC 8 181 2,03 595 12,71
2025-08-07 13F Commerce Bank 8 434 −22,08 613 −13,78
2025-08-12 13F NFP Retirement, Inc. 411 098 −22,47 29 883 −14,29
2025-08-13 13F Leslie Global Wealth, LLC 419 871 11,98 30 520 23,78
2025-05-30 NP PIMGMVA - PIMCO Balanced Allocation Portfolio Administrative 0 −100,00 0 −100,00
2025-08-07 13F Prairieview Wealth Partners, Llc 0 −100,00 0
2025-07-21 13F Ascent Group, LLC 1 342 865 −25,10 97 613 −17,21
2025-08-11 13F United Capital Financial Advisers, Llc 10 781 −0,86 784 9,51
2025-07-24 13F Leo Wealth, LLC 366 552 26 645
2025-07-16 13F Signature Resources Capital Management, LLC 717 57,58 52 79,31
2025-07-24 13F Stonebridge Financial Group, LLC 13 228 4,05 962 14,95
2025-05-15 13F Two Sigma Securities, Llc 0 −100,00 0 −100,00
2025-08-12 13F Waterloo Capital, L.P. 177 799 6,85 12 924 18,11
2025-08-14 13F Ausdal Financial Partners, Inc. 295 047 −1,16 21 447 9,26
2025-08-14 13F Wells Fargo & Company/mn 3 131 859 −6,07 227 655 3,83
2025-07-16 13F Magnus Financial Group LLC 9 769 −38,15 710 −31,60
2025-07-30 13F Eqis Capital Management, Inc. 33 127 −2,98 2 408 7,26
2025-07-07 13F Teamwork Financial Advisors, LLC 28 514 −3,38 2 073 6,80
2025-07-16 13F Novem Group 392 531 −3,06 28 533 7,16
2025-07-10 13F Sterling Financial Group, Inc. 30 000 0,00 2 181 10,55
2025-08-08 13F Security Financial Services, INC. 481 524 −37,33 35 002 −30,72
2025-08-08 13F Compass Financial Services Inc 455 893 −14,09 33 139 −5,03
2025-08-12 13F Richard W. Paul & Associates, LLC 25 534 21,00 1 856 33,81
2025-08-11 13F Root Financial Partners, LLC 22 860 −7,61 1 662 2,09
2025-08-25 13F Silverlake Wealth Management Llc 21 468 507,47 1 561 572,41
2025-08-06 13F Decker Retirement Planning Inc. 669 36,53 49 50,00
2025-05-01 13F Quest 10 Wealth Builders, Inc. 18 209 0,49 1 247 −0,24
2025-07-22 13F Merit Financial Group, LLC 453 596 −1,71 32 972 8,64
2025-07-29 13F FLC Capital Advisors 6 266 0,00 455 10,44
2025-08-12 13F Blueprint Financial Advisors LLC 12 374 0,45 899 10,99
2025-08-01 13F Transcend Wealth Collective, Llc 53 252 −9,84 3 871 −0,36
2025-07-17 13F Presper Financial Architects, LLC 7 707 1
2025-07-25 13F Landmark Wealth Management, LLC 17 330 −1,13 1 0,00
2025-08-11 13F Beta Wealth Group, Inc. 30 438 −77,31 2 213 −74,93
2025-08-11 13F Platform Technology Partners 12 437 2,58 904 13,43
2025-08-11 13F Blue Bell Private Wealth Management, Llc 106 217 29,78 7 721 43,47
2025-07-31 13F Opus Capital Group, LLC 4 263 0,00 0
2025-08-18 13F Arq Wealth Advisors, Llc 121 311 0,00 7 977 0,00
2025-08-14 13F Advisor OS, LLC 167 862 20,91 12 202 33,65
2025-08-13 13F New Harbor Financial Group, LLC 5 057 368
2025-07-28 13F WealthPLAN Partners, LLC 41 987 −50,00 3 052 −44,73
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 24 119 −0,56 1 753 9,91
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 11 420 84,52 830 104,43
2025-07-17 13F Kavar Capital Partners Group, Llc 29 125 0,00 2 117 10,55
2025-07-31 13F Orion Capital Management LLC 3 468 0,00 252 10,53
2025-07-15 13F Signal Tree Financial Partners Llc 10 654 3,71 774 14,67
2025-07-15 13F Maseco Llp 6 0
2025-08-07 13F Private Advisory Group LLC 5 354 389
2025-08-18 13F Wolverine Trading, Llc Call 16 300 226,00 1 179 261,35
2025-08-06 13F/A Flagship Private Wealth, LLC 10 605 0,23 771 10,79
2025-08-18 13F Wolverine Trading, Llc Put 13 400 969
2025-08-28 13F/A Lavaca Capital Llc 5 345 −26,82 389 −19,17
2025-08-18 13F Wolverine Trading, Llc 11 231 15,24 812 27,47
2025-07-09 13F Intelligence Driven Advisers, LLC 4 800 349
2025-07-14 13F Foster Group, Inc. 5 008 0,00 364 10,64
2025-07-09 13F Inspirion Wealth Advisors, Llc 4 942 0,04 359 10,80
2025-08-13 13F Bernardo Wealth Planning LLC 4 958 0,16 0
2025-07-22 13F Brown Miller Wealth Management, LLC 61 513 −2,51 4 471 7,76
2025-08-08 13F Condor Capital Management 30 866 −2,44 2 244 7,84
2025-08-06 13F Golden State Wealth Management, LLC 115 015 4,45 8 360 15,45
2025-07-31 13F Turning Point Benefit Group, Inc. 179 949 22,03 13 251 51,45
2025-08-15 13F WealthCollab, LLC 21 0,00 2 0,00
2025-08-11 13F Rothschild Investment Llc 813 0,62 59 11,32
2025-05-09 13F Scotia Capital Inc. 0 −100,00 0
2025-07-30 13F Whittier Trust Co Of Nevada Inc 2 420 0,00 176 10,06
2025-07-21 13F Qrg Capital Management, Inc. 9 710 −1,19 706 9,13
2025-08-11 13F Wescott Financial Advisory Group, LLC 47 590 −9,21 3 459 0,38
2025-07-25 13F Apollon Financial, LLC 134 471 −6,89 9 775 2,92
2025-08-12 13F Deutsche Bank Ag\ 12 936 3,67 940 14,63
2025-08-07 13F Fountainhead AM, LLC 2 904 211
2025-08-05 13F Plante Moran Financial Advisors, LLC 7 662 −9,01 557 0,54
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-08-11 13F Culbertson A N & Co Inc 2 874 209
2025-08-13 13F Russell Investments Group, Ltd. 3 106 28,51 226 42,41
2025-04-25 13F Financial Consulate, Inc 0 −100,00 0
2025-08-11 13F Citigroup Inc 65 666 738,11 4 773 826,80
2025-08-14 13F Tudor Investment Corp Et Al 43 788 51,64 3 183 67,65
2025-05-12 13F Sandy Spring Bank 3 592 −2,63 236 −7,09
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2 68 154 −2,94 4 954 7,30
2025-08-14 13F CoreCap Advisors, LLC 222 835 −1,61 16 198 8,76
2025-08-11 13F HHM Wealth Advisors, LLC 305 −1,61 22 10,00
2025-08-08 13F Compass Wealth Management LLC 61 009 −1,31 4 435 9,08
2025-08-12 13F Founders Financial Alliance, LLC 2 617 −60,73 190 −56,62
2025-07-10 13F American Financial Advisors, LLC 10 545 0,19 767 10,69
2025-07-11 13F Butensky & Cohen Financial Security, Inc 31 531 3,57 2 292 14,44
2025-08-13 13F BCJ Capital Management, LLC 34 384 7,77 2 499 19,11
2025-07-30 13F Prosperity Financial Group, Inc. 17 851 8,81 1 298 20,32
2025-09-09 13F NWF Advisory Services Inc. 4 404 8,34 320 19,85
2025-08-12 13F LPL Financial LLC 44 732 770 6,61 3 251 625 17,84
2025-07-14 13F Painted Porch Advisors LLC 126 0,00 9 12,50
2025-07-18 13F Provident Wealth Management, LLC 6 465 29,25 470 42,99
2025-08-14 13F Redwood Financial Network Corp 26 109 −0,61 1 898 9,84
2025-08-12 13F Atlas Capital Advisors Llc 500 0,00 36 12,50
2025-07-08 13F Gradient Investments LLC 3 554 841 3,12 258 401 13,99
2025-08-13 13F SageView Advisory Group, LLC 6 801 −2,80 510 10,65
2025-08-07 13F Tilson Financial Group, Inc. 71 643 −2,01 5 25,00
2025-08-07 13F Davidson Capital Management Inc. 0 −100,00 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 29 206 19,91 2 123 32,54
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 193 100 14 036
2025-07-15 13F North Star Investment Management Corp. 581 0,35 42 10,53
2025-07-24 13F McKinley Carter Wealth Services, Inc. 77 961 −2,09 5 667 8,21
2025-07-18 13F Precision Wealth Strategies, LLC 9 387 −1,15 682 9,29
2025-05-15 13F Glenmede Trust Co Na 2 352 0,00 155 −4,94
2025-07-23 13F Prime Capital Investment Advisors, LLC 42 375 −34,64 3 080 −27,75
2025-08-12 13F Trivant Custom Portfolio Group, LLC 13 141 22,23 955 35,27
2025-08-15 13F Nikulski Financial, Inc. 14 197 −1,46 1 032 8,98
2025-08-11 13F Brass Tax Wealth Management, Inc 20 471 −4,79 1 488 5,31
2025-07-09 13F Pallas Capital Advisors LLC 17 876 −6,76 1 299 3,10
2025-08-12 13F Global Retirement Partners, LLC 2 166 899 −7,42 157 512 −2,38
2025-07-22 13F DAVENPORT & Co LLC 119 647 99,34 8 697 120,34
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 −100,00 0
2025-08-12 13F MAI Capital Management 30 180 1,43 2 194 12,12
2025-08-11 13F PFG Private Wealth Management, LLC 7 042 1,41 512 12,06
2025-08-14 13F Cardiff Park Advisors, Llc 13 502 0,28 981 10,85
2025-07-11 13F Trinity Wealth Management, LLC 88 983 −9,30 6 468 0,26
2025-07-16 13F/A CX Institutional 397 0,00 0
2025-07-15 13F Perennial Advisors, LLC 43 408 129,88 3 155 154,23
2025-07-16 13F Leading Edge Financial Planning LLC 741 078 5,45 53 869 16,56
2025-07-29 13F ODonnell Financial Services, LLC 726 076 1,62 52 778 12,33
2025-08-13 13F M Holdings Securities, Inc. 83 811 6
2025-07-03 13F Garde Capital, Inc. 117 0,00 9 14,29
2025-07-14 13F Sowell Financial Services LLC 174 714 −6,40 12 700 3,46
2025-07-28 13F Cornerstone Wealth Group, LLC 126 303 41,10 9 181 55,96
2025-08-07 13F LOM Asset Management Ltd 8 000 1
2025-07-23 13F Indiana Trust & Investment Management CO 2 000 0,00 145 10,69
2025-07-18 13F Dogwood Wealth Management LLC 7 1
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 239 783 1,90 17 430 13,31
2025-08-11 13F Strategic Wealth Partners, Ltd. 6 006 −19,36 437 −18,35
2025-08-05 13F Holistic Financial Partners 23 328 1 696
2025-07-21 13F Tower View Investment Management & Research LLC 106 348 6,83 7 730 18,09
2025-07-14 13F MY Wealth Management Inc. 6 301 −5,22 458 4,81
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-08-06 13F SOUTH STATE Corp 123 0,00 9 0,00
2025-08-12 13F Agur Provident & Training Funds Management Ltd 890 494 −21,07 65 −13,51
2025-07-17 13F Albion Financial Group /ut 92 41,54 7 50,00
2025-07-22 13F Financial Insights, Inc. 442 147 12,61 32 140 24,48
2025-08-11 13F Elite Financial, Inc. 0 −100,00 0
2025-07-24 13F Strengthening Families & Communities, LLC 238 0,00 17 13,33
2025-07-22 13F My Personal CFO, LLC 30 999 0,00 2 253 10,55
2025-05-13 13F CacheTech Inc. 163 674 −0,03 10 763 −4,63
2025-08-07 13F Parkside Financial Bank & Trust 2 805 0,00 204 10,33
2025-08-13 13F Continuum Advisory, LLC 128 930 0,84 9 372 11,47
2025-08-08 13F Intrua Financial, LLC 899 764 −12,89 65 404 −3,71
2025-08-14 13F State Street Corp 1 614 508 2,05 117 359 12,81
2025-08-01 13F Ashton Thomas Private Wealth, LLC 111 450 −10,07 8 101 −0,59
2025-07-10 13F Exchange Traded Concepts, Llc Call 7 800 0,00 567 10,55
2025-05-02 13F Napatree Capital Llc 78 563 128,71 5 166 118,16
2025-07-30 13F Patten Group, Inc. 5 750 17,92 418 30,31
2025-07-17 13F Emerald Advisors, LLC 11 346 −5,64 825 4,30
2025-07-11 13F LongView Wealth Management 10 988 15,15 799 27,27
2025-07-29 13F Salomon & Ludwin, LLC 925 0,00 67 11,67
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-08-08 13F Advyzon Investment Management, LLC 44 644 1 131,22 3 245 1 263,45
2025-07-15 13F Fortitude Family Office, LLC 39 296 170,54 2 856 199,06
2025-08-14 13F Banque Transatlantique SA 0 −100,00 0
2025-08-01 13F Chilton Capital Management Llc 159 0,00 12 10,00
2025-08-04 13F Linscomb & Williams, Inc. 3 245 0,00 236 10,33
2025-07-17 13F Fifth Third Securities, Inc. 315 755 16,31 22 952 28,58
2025-08-14 13F Evergreen Capital Management Llc 101 343 −24,37 7 367 −16,40
2025-07-03 13F Fiduciary Financial Group, Llc 7 253 3,08 527 21,20
2025-08-05 13F Flynn Zito Capital Management, Llc 128 780 1,83 9 361 12,55
2025-08-06 13F Walkner Condon Financial Advisors LLC 371 718 7,79 27 020 19,15
2025-08-14 13F Arete Wealth Advisors, LLC 175 104 24,81 13 33,33
2025-04-14 13F First Citizens Bank & Trust Co 0 −100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 21 447 −59,06 1 559 −54,75
2025-08-29 13F Centaurus Financial, Inc. 134 831 31,36 10 50,00
2025-07-22 13F Aspire Private Capital, LLC 90 884 0,50 6 606 11,10
2025-07-08 13F Chemistry Wealth Management LLC 10 370 15,17 754 27,20
2025-08-19 13F National Asset Management, Inc. 8 406 −80,16 611 −79,08
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 514 0,19 0
2025-07-10 13F Exchange Traded Concepts, Llc 2 404 388 174 775
2025-08-06 13F Altrius Capital Management Inc 10 411 0,78 757 11,34
2025-08-08 13F New England Capital Financial Advisors LLC 150 0,67 11 11,11
2025-07-22 13F Steele Capital Management, Inc. 326 422 2,59 23 728 13,40
2025-08-01 13F GoalVest Advisory LLC 20 117 −1,58 1 462 8,78
2025-08-25 13F/A Neuberger Berman Group LLC 23 767 143,46 1 728 169,42
2025-07-14 13F Sterling Group Wealth Management, LLC 1 031 134 12,19 74 953 24,02
2025-07-28 13F Lunt Capital Management, Inc. 56 435 −28,30 4 102 −20,73
2025-08-14 13F Mml Investors Services, Llc 2 131 460 35,65 155 49,51
2025-07-25 13F One Degree Advisors Inc 119 095 3,59 9 14,29
2025-08-11 13F Wbi Investments, Inc. 3 077 224
2025-08-12 13F Archer Investment Corp 215 602 6,46 15 672 17,68
2025-08-13 13F Congress Wealth Management LLC / DE / 95 382 0,41 6 933 10,98
2025-07-25 13F NorthRock Partners, LLC 3 632 364 6,97 264 044 18,25
2025-08-15 13F CI Private Wealth, LLC 501 612 184,54 36 463 214,52
2025-07-23 13F Clear Creek Financial Management, LLC 603 304 −27,74 43 854 −20,12
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 176 400 12 823
2025-08-08 13F Tortoise Investment Management, LLC 106 969 4,88 7 776 15,94
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-07-21 13F Catalina Capital Group, LLC 60 828 6,20 4 422 17,39
2025-08-05 13F Trail Ridge Investment Advisors, LLC 3 950 −38,88 294 −31,06
2025-07-15 13F Td Private Client Wealth Llc 4 312 251 7,18 313 458 18,48
2025-08-07 13F 49 Wealth Management, Llc 1 593 630 23,87 115 841 36,93
2025-07-30 13F Red Crane Wealth Management, Llc 25 225 −0,20 1 834 10,29
2025-08-07 13F Panoramic Investment Advisors, Llc 318 691 12,79 23 166 24,68
2025-08-12 13F Richmond Investment Services, LLC 307 324 566,13 22 340 636,53
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