SPSM - SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
US ˙ ARCA ˙ US78468R8530

Grundläggande statistik
Institutionella ägare 910 total, 910 long only, 0 short only, 0 long/short - change of −1,08% MRQ
Genomsnittlig portföljallokering 0.5389 % - change of −1,53% MRQ
Institutionella aktier (lång) 194 659 059 (ex 13D/G) - change of −3,32MM shares −1,68% MRQ
Institutionellt värde (lång) $ 7 359 961 USD ($1000)
Institutionellt ägande och aktieägare

SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF (US:SPSM) har 910 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 194,659,059 aktier. Största aktieägare inkluderar Financial Engines Advisors L.L.C., LPL Financial LLC, Betterment LLC, Valmark Advisers, Inc., Charles Schwab Investment Management Inc, Morgan Stanley, Ameriprise Financial Inc, Envestnet Asset Management Inc, Cliftonlarsonallen Wealth Advisors, Llc, and Bank Of America Corp /de/ .

SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF (ARCA:SPSM) 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 9, 2025 is 45,94 / share. Previously, on September 10, 2024, the share price was 42,74 / share. This represents an increase of 7,49% over that period.

SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

Institutionell sälj/köp-kvot

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

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

SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-02 13F Central Pacific Bank - Trust Division 28 0,00 1 0,00
2025-07-21 13F DHJJ Financial Advisors, Ltd. 22 0,00 1
2025-07-02 13F HBW Advisory Services LLC 13 026 −22,40 555 −19,01
2025-07-30 13F Wallace Advisory Group, LLC 7 177 2,03 293 −7,30
2025-04-29 13F Acorn Financial Advisory Services Inc /adv 0 −100,00 0
2025-08-14 13F Vista Investment Management 10 254 6,60 437 11,22
2025-07-28 13F RFG Advisory, LLC 114 784 −7,55 4 890 −3,38
2025-04-14 13F Capital Investment Advisors, LLC 0 −100,00 0
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0 −100,00
2025-08-14 13F AllSquare Wealth Management LLC 357 0,00 15 7,14
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 3 167 590 5,45 134 939 10,21
2025-07-24 13F JNBA Financial Advisors 340 424 −11,37 14 502 −7,37
2025-08-04 13F Center for Financial Planning, Inc. 500 0,00 21 5,00
2025-08-08 13F Davies Financial Advisors, Inc. 16 733 −36,16 713 −33,33
2025-08-04 13F Creekmur Asset Management LLC 467 20
2025-08-11 13F CFS Investment Advisory Services, LLC 21 534 23,28 1
2025-07-15 13F Patriot Investment Management Inc. 736 144 7,19 31 360 12,03
2025-08-14 13F Qube Research & Technologies Ltd 209 9
2025-07-21 13F Montz Harcus Wealth Management LLC 217 701 7,18 9 274 12,02
2025-08-15 13F Keel Point, LLC 6 196 −3,17 264 1,15
2025-07-22 13F Wealthcare Capital Management Llc 42 122 −1,46 1 794 2,99
2025-07-29 13F Orin Green Financial, LLC 26 905 −1,54 1 146 14,03
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 567 592 4,78 24 179 9,51
2025-05-14 13F Fisher Asset Management, LLC 0 −100,00 0 −100,00
2025-07-31 13F Carnegie Capital Asset Management, LLC 345 381 −0,94 14 713 15,84
2025-08-05 13F Marion Wealth Management 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-26 NP Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares 193 740 5,67 8 253 10,44
2025-07-18 13F Vicus Capital 24 514 165,04 1 044 177,66
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 4 942 1,15 201 −8,22
2025-07-29 13F Stephens Inc /ar/ 10 875 1,51 463 6,19
2025-08-07 13F Cvfg Llc 79 029 11,83 3 367 16,88
2025-08-14 13F Colony Group, LLC 96 346 34,63 4 104 40,74
2025-07-09 13F Breakwater Investment Management 85 0,00 4 0,00
2025-05-15 13F Minot DeBlois Advisors LLC 0 −100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 46 403 15,46 1 977 20,63
2025-08-11 13F Elite Financial, Inc. 11 601 20,89 0
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-08-13 13F First Trust Advisors Lp 6 653 3,42 283 8,02
2025-08-07 13F WESCAP Management Group, Inc. 39 504 −2,59 1 683 1,75
2025-07-21 13F Precedent Wealth Partners, Llc 11 708 −36,00 499 −33,15
2025-08-14 13F Lebenthal Global Advisors, LLC 36 702 0,82 1 563 5,39
2025-07-28 13F Interchange Capital Partners, LLC 0 −100,00 0
2025-08-15 13F Kestra Advisory Services, LLC 187 096 21,46 7 970 26,95
2025-08-08 13F Collaborative Wealth Managment Inc. 17 379 4,84 740 9,63
2025-08-12 13F Steward Partners Investment Advisory, Llc 34 202 −8,56 1 457 −4,40
2025-08-08 13F Avantax Advisory Services, Inc. 134 538 −4,36 5 731 −0,03
2025-08-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-08-05 13F Landmark Wealth Management, Inc. 82 344 79,79 3 508 87,94
2025-08-07 13F Commerce Bank 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ 3 115 831 −27,72 132 734 −24,45
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 18 1
2025-07-31 13F Moloney Securities Asset Management, LLC 6 110 −38,13 260 −35,32
2025-08-06 13F Mascagni Wealth Management, Inc. 5 266 6,92 224 12,00
2025-08-12 13F Jpmorgan Chase & Co 388 278 −76,21 16 541 −75,14
2025-07-30 13F Evermay Wealth Management Llc 280 214 7,59 11 937 12,44
2025-07-24 13F Costello Asset Management, INC 200 9
2025-07-23 13F Venturi Wealth Management, LLC 26 878 −22,12 1 145 −18,56
2025-05-15 13F Cyrus J. Lawrence, LLC 0 −100,00 0
2025-07-22 13F SOL Capital Management CO 24 594 5,13 1
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 946 800 27,69 40 334 33,45
2025-08-14 13F Abound Financial, Llc 617 093 9,75 26 288 14,71
2025-07-17 13F Montis Financial, LLC 11 057 1,57 471 6,32
2025-07-07 13F Retirement Wealth Solutions LLC 1 000 43
2025-08-06 13F DDFG, Inc 73 293 4,20 3 122 8,89
2025-08-14 13F Aqr Capital Management Llc 47 738 48,13 2 034 54,84
2025-07-17 13F Vermillion Wealth Management, Inc. 345 0,29 15 0,00
2025-08-14 13F Money Concepts Capital Corp 24 023 13,64 1 023 18,82
2025-07-25 13F Cwm, Llc 638 483 −60,98 27 −59,09
2025-07-31 13F Topsail Wealth Management, LLC 800 34
2025-08-14 13F GWM Advisors LLC 172 246 25,18 7 338 30,83
2025-08-13 13F Fiduciary Group LLC 80 499 51,39 3 429 58,24
2025-08-04 13F Spinnaker Trust 538 532 −34,28 22 941 −31,31
2025-08-15 13F Tower Research Capital LLC (TRC) 123 415 151,86 5 257 163,24
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-08-14 13F Tennessee Valley Asset Management Partners 11 890 −26,95 506 −23,68
2025-07-30 13F Avidian Wealth Solutions, LLC 547 383 59,95 23 319 67,17
2025-07-11 13F Farther Finance Advisors, LLC 63 812 −44,58 2 718 −42,27
2025-07-16 13F Beaumont Financial Advisors, LLC 5 477 233
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 2 245 0,18 96 4,40
2025-07-18 13F Mitsubishi UFJ Asset Management (UK) Ltd. 142 585 0,00 6 20,00
2025-08-07 13F Northwest Bancshares, Inc. 30 503 −6,38 1 299 −2,18
2025-07-21 13F Hudson Valley Investment Advisors Inc /adv 132 177 11,21 5 631 16,23
2025-08-14 13F Garden State Investment Advisory Services LLC 73 047 −15,74 3 115 −11,96
2025-07-08 13F RMR Wealth Builders 9 433 0,44 402 4,97
2025-07-09 13F VisionPoint Advisory Group, LLC 28 608 1 219
2025-07-16 13F Octavia Wealth Advisors, LLC 369 070 −6,70 15 722 −2,49
2025-07-25 13F Community Bank, N.A. 677 6,11 29 12,00
2025-07-23 13F Capstone Wealth Management Group, Llc 15 358 −14,15 654 −10,29
2025-04-23 13F GHP Investment Advisors, Inc. 0 −100,00 0
2025-08-13 13F Keystone Financial Group 7 230 4,74 308 8,87
2025-08-12 13F AlphaCore Capital LLC 497 16 466,67 21
2025-08-12 13F Jaffetilchin Investment Partners, LLC 57 920 −0,47 2 467 4,05
2025-07-14 13F Park Avenue Securities Llc 240 919 4,22 10 11,11
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-07-10 13F Focus Financial Network, Inc. 716 623 17,57 30 528 22,88
2025-07-08 13F Advance Capital Management, Inc. 10 924 −7,27 465 −3,12
2025-05-08 13F Headland Capital, LLC 0 −100,00 0
2025-08-07 13F Midland Wealth Advisors Llc 1 162 250 3,85 49 512 8,53
2025-07-18 13F Pure Financial Advisors, Inc. 283 107 −6,88 12 060 −2,68
2025-08-11 13F Portside Wealth Group, LLC 106 419 9,63 4 533 14,59
2025-04-28 13F Vontobel Holding Ltd. 0 −100,00 0
2025-07-22 13F Wealthcare Capital Partners, LLC 57 862 14,78 2 465 19,96
2025-08-06 13F Csenge Advisory Group 15 990 1,13 657 10,79
2025-07-08 13F Parallel Advisors, LLC 1 190 −12,76 51 −9,09
2025-07-21 13F Monticello Wealth Management, Llc 94 265 −17,10 4 016 −13,36
2025-07-21 13F Stock Yards Bank & Trust Co 5 255 224
2025-08-11 13F Private Advisor Group, LLC 1 241 772 −13,27 52 900 −9,35
2025-07-30 13F SkyOak Wealth, LLC 60 639 4,06 2 583 8,76
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-07-08 13F Zrc Wealth Management, Llc 670 0,00 29 3,70
2025-08-14 13F/A Rockefeller Capital Management L.P. 163 036 −34,76 6 945 −31,82
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares 48 873 −2,46 2 082 1,91
2025-07-02 13F Boston Standard Wealth Management, LLC 374 051 11,38 15 935 14,25
2025-08-07 13F CSM Advisors, LLC 18 382 −77,24 1 −100,00
2025-07-28 13F Frazier Financial Advisors, LLC 135 0,00 6 0,00
2025-08-04 13F/A 626 Financial, LLC 109 777 26,87 4 677 32,61
2025-08-04 13F Pensionmark Financial Group, Llc 27 832 7,52 1 186 12,32
2025-08-08 13F Mason Street Advisors, Llc 1 088 800 27,57 46 383 33,33
2025-08-14 13F Abbot Financial Management, Inc. 0 −100,00 0
2025-07-23 13F Center For Asset Management LLC 7 170 10,31 322 21,59
2025-08-06 13F Bensler, LLC 144 634 3,80 6 161 8,49
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 6 434 274
2025-07-16 13F Colton Groome Financial Advisors, Llc 77 245 4,09 3 291 13,41
2025-08-08 13F Smithfield Trust Co 1 831 0,00 0
2025-07-29 NP ETFWX - North Square Tactical Defensive Fund Class I 0 −100,00 0 −100,00
2025-08-08 13F Emerald Investment Partners, Llc 923 0,33 39 5,41
2025-08-11 13F Cornerstone Planning Group LLC 49 0,00 2 100,00
2025-08-13 13F VestGen Advisors, LLC 73 163 −4,53 3 122 −0,03
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-08-05 13F Sunburst Financial Group, LLC 15 246 0,07 649 4,68
2025-08-12 13F Proequities, Inc. 0 0
2025-08-05 13F Scarborough Advisors, LLC 12 900 −56,47 550 −54,55
2025-07-30 13F Strategic Blueprint, LLC 30 106 −2,95 1 283 1,42
2025-07-14 13F Opal Wealth Advisors, LLC 58 548 12,08 2 494 17,14
2025-08-11 13F Bradley Foster & Sargent Inc/ct 80 078 3 411
2025-08-14 13F Sand Hill Global Advisors, LLC 10 925 0,00 465 4,49
2025-07-08 13F FF Advisors,LLC 30 467 0,00 1 298 7,37
2025-07-23 13F BankPlus Trust Department 14 830 632
2025-08-14 13F Novus Advisors, Llc 19 912 78,06 848 86,37
2025-07-15 13F Optima Capital Llc 6 868 0,42 293 5,04
2025-08-05 13F Integrity Financial Corp /WA 13 335 −65,71 568 −64,14
2025-08-05 13F Snider Financial Group 4 779 204
2025-07-01 13F Legacy Wealth Management, LLC / MS 20 180 860
2025-08-14 13F Diversify Advisory Services, LLC 94 241 18,39 4 200 34,23
2025-07-11 13F Essex Savings Bank 8 766 −4,26 373 0,00
2025-07-09 13F High Probability Advisors, LLC 6 533 6,96 278 12,10
2025-07-15 13F Graypoint LLC 7 149 −0,86 305 3,75
2025-08-11 13F Intrepid Financial Planning Group LLC 6 987 2,61 298 7,22
2025-08-12 13F Titleist Asset Management, Llc 17 729 2,90 755 7,55
2025-08-13 13F Mount Yale Investment Advisors, LLC 7 863 −14,23 335 −10,46
2025-07-28 13F Prairie Sky Financial Group LLC 44 832 0,09 1 910 4,60
2025-07-16 13F St Germain D J Co Inc 539 269 14,44 22 973 19,60
2025-07-14 13F Pacifica Partners Inc. 1 204 51
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class 607 924 43,99 25 898 50,49
2025-05-14 13F Renaissance Technologies Llc 0 −100,00 0
2025-07-29 13F May Barnhard Investments LLC 6 276 −0,22 267 4,30
2025-08-13 13F Marshall Wace, Llp 0 −100,00 0
2025-08-11 13F Tidemark, LLC 29 575 5,25 1 260 9,96
2025-08-11 13F HighTower Advisors, LLC 963 793 6,89 41 058 11,72
2025-08-05 13F EPG Wealth Management LLC 320 0,63 14 8,33
2025-07-23 13F Tyche Wealth Partners LLC 9 604 −18,73 409 −14,97
2025-07-02 13F Waller Financial Planning Group, Inc 827 462 23,82 35 250 29,41
2025-07-31 13F Ballast Advisors Llc 2 804 −4,88 119 −0,83
2025-07-30 13F Whittier Trust Co 2 329 0,00 99 5,32
2025-07-22 13F Private Wealth Group, LLC 150 448 −17,00 6 409 −13,25
2025-08-04 13F Arkadios Wealth Advisors 17 876 4,61 761 9,34
2025-08-07 13F Cypress Capital Management LLC (WY) 38 2
2025-07-24 NP ATACX - ATAC Rotation Fund Investor Class Shares 114 466 0,53 4 705 −15,98
2025-07-28 13F Axxcess Wealth Management, Llc 53 477 84,66 2 278 93,05
2025-08-15 13F Equitable Holdings, Inc. 861 371 12,23 36 694 17,29
2025-08-11 13F Perennial Investment Advisors, LLC 119 465 5,16 5 089 9,91
2025-08-04 13F Hantz Financial Services, Inc. 33 0,00 0
2025-08-08 13F Altfest L J & Co Inc 4 904 −42,45 209 −40,06
2025-07-25 13F We Are One Seven, LLC 210 120 0,04 8 951 4,57
2025-08-14 13F DHK Financial Advisors, Inc. 60 367 0,43 2 572 4,98
2025-08-04 13F ArborFi Advisors, LLC 0 −100,00 0
2025-07-17 13F Stone Point Wealth LLC 54 755 7,09 2 333 11,90
2025-08-06 13F Horan Securities, Inc. 24 953 1 063
2025-08-07 13F CENTRAL TRUST Co 1 075 0,00 46 4,65
2025-08-11 13F Hopwood Financial Services, Inc. 7 037 −0,79 300 3,46
2025-07-18 13F Lockerman Financial Group, Inc. 13 261 84,36 565 92,49
2025-08-14 13F Diversify Wealth Management, Llc 161 383 −1,42 7 193 11,76
2025-07-08 13F Apella Capital, LLC 22 702 0,60 984 13,38
2025-08-14 13F Bnp Paribas Arbitrage, Sa 30 1
2025-07-08 13F Legacy Private Trust Co. 34 654 −43,91 1 476 −41,38
2025-07-10 13F Sovran Advisors, LLC 7 915 −30,28 346 −19,01
2025-08-08 13F Cetera Investment Advisers 1 092 438 41,20 46 538 47,57
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 12 529 0,00 534 4,51
2025-08-13 13F Colonial Trust Co / SC 8 000 0,00 341 4,29
2025-08-08 13F Islay Capital Management, Llc 47 0,00 2 100,00
2025-05-13 13F Cascade Financial Partners, LLC 0 −100,00 0
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 5 155 −1,96 220 2,34
2025-04-17 13F Brighton Jones Llc 0 −100,00 0 −100,00
2025-07-08 13F Gradient Investments LLC 0 −100,00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 3 902 19,51 166 24,81
2025-08-13 13F Maia Wealth LLC 25 138 332,30 1 071 390,83
2025-07-21 13F Sage Financial Management Group, Inc. 69 010 −11,59 3 −33,33
2025-07-16 13F Vestia Personal Wealth Advisors 6 406 −3,25 273 1,12
2025-08-13 13F Capital Analysts, Inc. 58 809 −9,71 3 0,00
2025-08-14 13F McIlrath & Eck, LLC 9 552 −5,59 407 −1,46
2025-08-07 13F PFG Advisors 40 156 239,24 1 711 254,77
2025-07-28 13F Copia Wealth Management 605 0,00 26 4,17
2025-08-04 13F MeadowBrook Investment Advisors LLC 1 150 49
2025-08-18 13F N.E.W. Advisory Services LLC 3 195 −68,07 136 −66,58
2025-08-13 13F Beacon Pointe Advisors, LLC 10 767 −0,37 459 4,09
2025-08-04 13F Assetmark, Inc 1 329 087 113,30 56 619 122,94
2025-08-14 13F Knightsbridge Asset Management, Llc 62 673 13,03 2 670 18,10
2025-05-13 13F Adams Wealth Management 22 567 60,02 920 45,18
2025-07-10 13F Signal Advisors Wealth, LLC 323 844 12,19 13 796 17,25
2025-07-18 13F RKL Wealth Management LLC 477 974 16,14 20 362 21,38
2025-04-15 13F Braun-Bostich & Associates Inc. 0 −100,00 0
2025-08-07 13F Resources Investment Advisors, LLC. 347 090 −2,60 14 786 1,80
2025-08-11 13F Dorsey & Whitney Trust CO LLC 4 981 212
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 276 366 7,14 11 773 11,99
2025-07-16 13F Rainier Family Wealth Inc 81 029 −14,74 3 452 −10,90
2025-05-13 13F ASB Consultores, LLC 0 −100,00 0
2025-07-31 13F BIP Wealth, LLC 13 704 −28,81 584 −25,64
2025-07-14 13F S.A. Mason LLC 2 543 −0,74 108 3,85
2025-07-24 13F Ronald Blue Trust, Inc. 611 −85,52 26 −84,80
2025-07-25 13F Sovereign Financial Group, Inc. 11 193 0,00 477 4,39
2025-08-13 13F Cerity Partners LLC 118 719 19,27 5 057 24,65
2025-08-12 13F Cornerstone Wealth Management, LLC 124 796 −3,78 5 316 0,57
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 579 615 −26,05 25 549 −20,02
2025-07-22 13F Tandem Investment Partners LLC 45 458 6,58 1 937 11,39
2025-08-01 13F Purkiss Capital Advisors LLC 0 −100,00 0
2025-07-22 13F/A Duncan Williams Asset Management, LLC 5 639 0,04 240 4,80
2025-08-08 13F Flaharty Asset Management, LLC 1 836 0,00 78 5,41
2025-08-08 13F Fortis Group Advisors, LLC 19 0,00 1
2025-08-14 13F Synovus Financial Corp 6 747 0,04 287 4,74
2025-07-22 13F Foguth Wealth Management, LLC. 250 491 4,26 10 671 8,97
2025-08-15 13F Provenance Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-28 13F Morningstar Investment Management LLC 242 438 18,77 10 25,00
2025-08-14 13F Raymond James Financial Inc 2 614 616 128,50 111 383 138,82
2025-07-30 13F Phillips Financial Management, Llc 2 480 0,00 106 3,96
2025-07-17 13F Independence Bank of Kentucky 4 233 0,00 180 4,65
2025-07-22 13F/A Red Mountain Financial, LLC 5 128 0,31 218 4,81
2025-05-01 13F High Note Wealth, LLC 0 −100,00 0
2025-07-23 13F REAP Financial Group, LLC 161 0,00 7 0,00
2025-08-14 13F MGB Wealth Management, LLC 500 −95,81 21 −95,68
2025-07-31 13F Oppenheimer & Co Inc 10 877 6,13 463 11,03
2025-05-13 13F Kensington Asset Management, LLC 0 −100,00 0
2025-08-05 13F Integrity Wealth Solutions LLC 26 789 −4,93 1 141 −0,61
2025-08-13 13F Elios Financial Group Inc. 4 911 −1,50 209 2,96
2025-07-15 13F Cranbrook Wealth Management, LLC 5 395 13,20 230 18,04
2025-08-12 13F Change Path, LLC 42 019 59,58 1 790 66,82
2025-08-13 13F Northern Trust Corp 35 860 330,08 1 528 350,44
2025-07-23 13F Armbruster Capital Management, Inc. 27 462 18,90 1 170 24,23
2025-07-09 13F Gilman Hill Asset Management, LLC 23 695 0,00 1 009 4,56
2025-08-12 13F Howe & Rusling Inc 309 218,56 13 333,33
2025-07-22 13F USAdvisors Wealth Management, LLC 6 691 2,17 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 17 143 1,62 730 6,26
2025-08-12 13F Wulff, Hansen & Co. 21 435 1,71 913 6,29
2025-08-12 13F Asset Management Group, Inc. 147 548 −0,01 6 286 4,51
2025-05-02 13F Capital A Wealth Management, LLC 42 90,91 2
2025-07-22 13F Grimes & Company, Inc. 71 061 −6,97 3 027 −2,76
2025-08-11 13F ARS Investment Partners, LLC 24 819 −17,46 1 057 −21,70
2025-07-11 13F Grove Bank & Trust 12 175 −6,83 519 −2,63
2025-08-13 13F Elgethun Capital Management 55 395 6,59 2 360 11,38
2025-07-17 13F Raleigh Capital Management Inc. 38 974 123,80 1 660 134,13
2025-07-09 13F Seaside Wealth Management, Inc. 19 552 −3,18 833 1,09
2025-08-06 13F TKG Advisors, LLC 23 178 −23,17 987 −19,69
2025-07-17 13F Park Place Capital Corp 2 055 89
2025-04-15 13F Collier Financial 156 474 2 316,59 6 378 2 098,97
2025-08-06 13F Prospera Financial Services Inc 7 436 −5,00 317 −0,94
2025-05-14 13F Visionary Wealth Advisors 0 −100,00 0
2025-08-13 13F/A StoneX Group Inc. 7 286 29,21 283 33,02
2025-07-22 13F Coastal Investment Advisors, Inc. 366 −23,59 16 −21,05
2025-08-14 13F Two Sigma Investments, Lp 0 −100,00 0
2025-07-31 13F Curio Wealth, Llc 0 −100,00 0
2025-08-14 13F Benjamin Edwards Inc 23 922 15,65 1 019 20,88
2025-07-30 13F VCI Wealth Management LLC 6 084 259
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 17 524 0,09 747 4,63
2025-08-07 13F Vise Technologies, Inc. 17 384 58,07 741 49,80
2025-08-13 13F MBM Wealth Consultants, LLC 31 271 6,33 1 332 11,19
2025-05-01 13F Valued Wealth Advisors LLC 0 −100,00 0
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-08-04 13F Savvy Advisors, Inc. 8 549 −21,96 364 −18,39
2025-08-14 13F Mercer Global Advisors Inc /adv 58 616 −10,11 2 497 −6,02
2025-08-06 13F Moors & Cabot, Inc. 24 313 −1,58 1 036 2,88
2025-08-05 13F GPS Wealth Strategies Group, LLC 38 683 −2,34 1 648 2,04
2025-07-25 13F McNamara Financial Services, Inc. 446 464 0,54 19 019 5,08
2025-07-22 13F Iron Horse Wealth Management, LLC 154 0,00 7 0,00
2025-07-28 13F IFG Advisors, LLC 46 726 −6,48 1 991 −2,26
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 528 971 4,31 23 10,00
2025-08-04 13F Atria Investments Llc 57 206 −29,39 2 437 −26,23
2025-08-01 13F Oarsman Capital, Inc. 431 350 24,82 18 375 30,45
2025-08-11 13F October Effect Ltd 6 938 296
2025-08-14 13F Comerica Bank 29 367 −10,58 1 251 −6,50
2025-07-30 13F Exencial Wealth Advisors, Llc 10 643 −0,52 453 3,90
2025-07-31 13F Buckingham Strategic Partners 0 −100,00 0
2025-08-01 13F New York Life Investment Management Llc 0 −100,00 0 −100,00
2025-08-08 13F Wrapmanager Inc 198 751 10,23 8 467 15,20
2025-08-01 13F Brookwood Investment Group LLC 17 906 763
2025-08-05 13F MidAtlantic Capital Management, Inc. 19 786 0,00 843 4,47
2025-08-06 13F New Millennium Group LLC 38 0,00 2 0,00
2025-07-11 13F International Private Wealth Advisors LLC 13 621 67,58 580 75,23
2025-03-28 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 56 126 49,92 2 595 56,42
2025-08-05 13F Prosperity Consulting Group, LLC 6 092 −2,67 260 1,57
2025-07-21 13F Exchange Capital Management, Inc. 188 609 10,48 8 035 15,46
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 202 526 −2,36 8 628 2,05
2025-07-14 13F Lee-Kelleher Wealth Management 32 643 0,00 1 391 4,51
2025-08-07 13F Allworth Financial LP 242 465 10,16 10 329 20,58
2025-07-21 13F Tower View Investment Management & Research LLC 0 −100,00 0
2025-08-01 13F Banco Santander, S.A. 503 220 77,20 21 437 85,22
2025-07-31 13F Pacitti Group Inc. 18 352 13,34 782 18,51
2025-08-05 13F Claro Advisors LLC 9 984 −19,28 425 −15,67
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-04-22 13F Ellis Investment Partners, LLC 0 −100,00 0
2025-07-24 13F Wealth Management Resources, Inc. 91 365 12,74 3 892 17,83
2025-08-15 13F Fsb Premier Wealth Management, Inc. 27 614 1,19 1 176 5,76
2025-05-15 13F/A Orion Portfolio Solutions, LLC 37 260 −2,70 1 519 −11,74
2025-08-27 13F/A Brinker Capital Investments, LLC 45 056 20,92 1 919 26,42
2025-07-09 13F Burt Wealth Advisors 6 213 0,00 265 4,35
2025-08-06 13F Disciplined Investors, L.L.C. 68 596 6,39 2 922 11,19
2025-08-07 13F Fund Evaluation Group, LLC 562 073 0,97 23 944 5,53
2025-08-15 13F First Heartland Consultants, Inc. 7 261 41,79 309 48,56
2025-08-05 13F Welch & Forbes Llc 7 485 2,56 319 7,07
2025-07-25 13F SPC Financial, Inc. 0 −100,00 0
2025-07-10 13F Baker Tilly Financial, Llc 5 777 −27,79 246 −24,54
2025-07-10 13F Atticus Wealth Management, Llc 439 22,97 19 28,57
2025-07-30 13F Parcion Private Wealth LLC 8 980 −5,97 383 −1,80
2025-07-25 13F Astoria Portfolio Advisors LLC. 6 923 303
2025-08-11 13F Western Wealth Management, LLC 230 982 1,75 9 840 6,33
2025-08-04 13F Flagship Harbor Advisors, Llc 309 319 −26,22 13 177 −22,90
2025-08-26 NP Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares 365 321 10,85 15 563 15,86
2025-07-30 13F Alexis Investment Partners, LLC 0 −100,00 0
2025-07-18 13F Truist Financial Corp 843 519 −0,52 35 934 3,97
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 5 291 0,04 225 4,65
2025-08-14 13F Murphy & Mullick Capital Management Corp 50 0,00 2 0,00
2025-08-14 13F Snowden Capital Advisors LLC 10 907 −4,98 465 −0,64
2025-07-16 13F MBE Wealth Management, LLC 6 432 −0,79 274 3,79
2025-07-10 13F Voisard Asset Management Group, Inc. 22 933 −52,73 977 −50,63
2025-08-04 13F Bristlecone Advisors, LLC 157 0,00 7 0,00
2025-07-15 13F Norden Group Llc 16 092 23,89 686 29,49
2025-08-14 13F Mariner, LLC 494 130 −7,29 21 050 −3,09
2025-08-14 13F Warren Averett Asset Management, LLC 108 451 −5,79 4 620 −1,53
2025-07-10 13F Financial Management Network Inc 15 040 −0,31 663 20,58
2025-08-01 13F Bank of Jackson Hole Trust 187 8
2025-08-14 13F Sherman Asset Management, Inc. 41 391 −36,30 1 763 −33,42
2025-08-06 13F Paladin Advisory Group, LLC 2 895 −70,28 123 −69,02
2025-05-05 13F Lindbrook Capital, Llc 152 0,00 6 0,00
2025-08-06 13F Destiny Capital Corp/CO 74 182 0,11 3 160 4,64
2025-08-14 13F Hancock Prospecting Pty Ltd 1 479 711 0,00 63 036 4,51
2025-08-29 13F Evolution Wealth Management Inc. 1 875 80
2025-08-12 13F Franklin Resources Inc 42 470 −0,28 1 809 4,27
2025-08-13 13F Johnson Financial Group, Inc. 257 0,00 11 0,00
2025-08-11 13F Amara Financial, Llc. 0 −100,00 0
2025-08-14 13F Shapiro Capital Management Llc 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 275 695 −9,11 11 745 −13,81
2025-08-13 13F Jones Financial Companies Lllp 31 176 77,03 1 330 85,87
2025-07-09 13F Breakwater Capital Group 74 496 −10,05 3 174 −5,99
2025-07-24 13F MSH Capital Advisors LLC 0 −100,00 0
2025-07-30 13F IMG Wealth Management, Inc. 892 2,65 38 5,71
2025-08-13 13F Baird Financial Group, Inc. 115 930 −0,40 4 939 4,09
2025-04-10 13F Financial Management Professionals, Inc. 0 −100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 1 061 465 7,70 45 218 12,56
2025-08-06 13F Ironwood Wealth Management, LLC. 58 436 −45,11 2 489 −42,64
2025-07-22 13F Simplicity Wealth,LLC 56 260 2 397
2025-08-12 13F Ameritas Investment Partners, Inc. 4 451 −0,49 190 3,85
2025-08-08 13F Arcadia Investment Management Corp/mi 3 144 −11,83 134 −8,28
2025-08-14 13F Pennington Partners & Co., Llc 0 −100,00 0
2025-07-28 13F Courier Capital Llc 22 263 3,20 948 7,85
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-07 13F Verus Capital Partners, Llc 21 557 10,63 918 15,62
2025-08-08 13F Capital Investment Advisory Services, LLC 4 723 6,30 201 11,05
2025-08-07 13F Montag A & Associates Inc 755 0,00 32 6,67
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-08-08 13F Financial Gravity Companies, Inc. 380 771 23,10 16 221 16,74
2025-07-09 13F Procyon Private Wealth Partners, LLC 0 −100,00 0
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 105 0,00 4 0,00
2025-07-14 13F Wealth Advisory Solutions, LLC 73 714 2,43 3 140 7,06
2025-07-17 13F KWB Wealth 176 079 −24,35 7 177 −31,36
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 130 500 11,16 5 559 16,18
2025-07-16 13F American National Bank 1 340 0,45 57 5,56
2025-07-09 13F Triumph Capital Management 5 302 −47,66 226 −45,39
2025-08-14 13F Moneta Group Investment Advisors Llc 5 265 −0,98 224 3,70
2025-08-11 13F Outlook Wealth Advisors, LLC 13 771 49,15 587 55,85
2025-07-30 13F Caliber Wealth Management, LLC / KS 46 614 −11,28 1 986 −7,29
2025-08-08 13F Good Life Advisors, LLC 619 262 6,35 26 381 11,15
2025-08-04 13F Quaker Wealth Management, LLC 144 6
2025-07-21 13F Cape Cod Five Cents Savings Bank 25 614 0,00 1 166 0,00
2025-07-14 13F Sentinel Pension Advisors Inc 5 925 0,44 252 5,00
2025-08-01 13F PCA Investment Advisory Services Inc. 12 709 0,84 541 5,46
2025-08-13 13F EverSource Wealth Advisors, LLC 7 681 27,57 327 33,47
2025-08-07 13F 1620 Investment Advisors, Inc. 126 306,45 5 400,00
2025-07-15 13F Axis Wealth Partners, LLC 18 986 3,56 809 8,17
2025-07-09 13F Clarus Wealth Advisors 64 499 6,90 2 818 21,53
2025-07-22 13F Alta Wealth Advisors LLC 41 989 2,70 1 789 7,32
2025-07-31 13F WFA Asset Management Corp 76 0,00 3 0,00
2025-04-23 13F Crewe Advisors LLC 0 −100,00 0
2025-07-16 13F Meridian Financial, LLC 65 070 1,34 2 772 5,88
2025-07-29 13F Tradewinds Capital Management, LLC 59 0,00 3 0,00
2025-08-08 13F Gts Securities Llc 21 006 895
2025-07-24 13F Coordinated Financial Services, Inc. 7 591 6,86 323 1,25
2025-08-01 13F Advisory Alpha, LLC 16 157 −4,29 688 0,00
2025-08-11 13F One Capital Management, LLC 0 −100,00 0
2025-07-15 13F Legacy Solutions, Llc 76 140 3,96 3 244 8,64
2025-05-15 13F National Wealth Management Group, LLC 5 485 −1,54 224 −10,80
2025-07-30 13F Clifford Swan Investment Counsel Llc 7 026 0,01 299 4,55
2025-08-13 13F Denver Wealth Management, Inc. 18 724 −7,89 798 −3,74
2025-05-08 13F Armis Advisers, LLC 0 −100,00 0
2025-07-29 13F Swmg, Llc 21 138 27,02 930 43,52
2025-07-11 13F Windsor Capital Management, LLC 288 546 8,52 12 292 13,43
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-17 13F Beacon Capital Management, LLC 16 −88,15 1 −100,00
2025-07-25 13F Richardson Financial Services Inc. 27 116 39,26 1 173 47,79
2025-08-14 13F Sentinus, LLC 42 684 −17,99 1 818 −7,48
2025-04-22 13F Shum Financial Group, Inc. 99 612 0,81 4 060 −8,52
2025-07-23 13F Valmark Advisers, Inc. 6 263 369 7,11 266 820 11,94
2025-08-13 13F GeoWealth Management, LLC 20 743 47,92 884 54,64
2025-05-30 NP Tidal Trust II - Tactical Advantage ETF 61 074 2 489
2025-08-11 13F Synergy Investment Management, LLC 66 674 7,13 2 840 11,99
2025-07-28 13F Evernest Financial Advisors, LLC 129 380 5 512
2025-08-12 13F OneAscent Financial Services LLC 300 777 2,49 13 8,33
2025-04-17 13F Vista Wealth Management Group, LLC 7 358 2,42 300 −7,14
2025-05-15 13F Texas Permanent School Fund 1 435 489 0,00 56 128 −12,96
2025-07-18 13F SOA Wealth Advisors, LLC. 1 −96,88 0 −100,00
2025-08-08 13F IMA Wealth, Inc. 1 695 −92,11 72 −91,78
2025-08-12 13F Bedel Financial Consulting, Inc. 35 152 4,04 1 497 11,80
2025-07-15 13F Colonial River Wealth Management, LLC 20 374 −8,07 905 0,22
2025-07-21 13F Seros Financial, LLC 11 205 0,02 477 4,61
2025-07-17 13F Sound Income Strategies, LLC 1 741 −91,91 74 −91,56
2025-08-13 13F Summit Wealth Group Llc / Co 5 336 227
2025-07-15 13F Carr Financial Group Corp 7 574 0,24 323 4,89
2025-08-12 13F Gladstone Institutional Advisory LLC 182 918 0,33 7 792 4,86
2025-07-10 13F Pachira Investments Inc. 0 −100,00 0
2025-07-30 13F Syntegra Private Wealth Group, LLC 254 892 −7,41 10 858 −3,24
2025-07-15 13F Aspire Capital Advisors LLC 179 846 −21,98 7 661 −18,46
2025-07-29 13F Chicago Partners Investment Group LLC 76 077 −0,10 3 383 12,02
2025-04-30 13F Round Rock Advisors, LLC 0 −100,00 0
2025-07-08 13F Webster Bank, N. A. 400 0,00 17 6,25
2025-08-13 13F Cary Street Partners Financial Llc 213 016 −18,76 9 074 −15,09
2025-07-14 13F E&G Advisors, LP 12 586 −1,87 536 2,68
2025-07-29 13F Latitude Advisors, LLC 11 851 5,83 505 10,53
2025-08-07 13F Efficient Advisors, LLC 0 −100,00 0
2025-08-26 NP Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares 126 535 2,78 5 390 7,43
2025-08-12 13F BlackRock, Inc. 27 876 −0,20 1 188 4,31
2025-07-24 13F Us Bancorp \de\ 5 283 18,93 225 24,31
2025-08-13 13F Truvestments Capital Llc 10 0,00 0
2025-08-14 13F Millennium Management Llc 0 −100,00 0
2025-07-18 13F McGuire Investment Group, LLC 11 357 0,00 484 4,55
2025-07-23 13F Cfm Wealth Partners Llc 63 092 −0,76 2 688 3,71
2025-07-24 13F MFA Wealth Services 37 506 −15,39 1 598 −11,57
2025-07-17 13F Janney Montgomery Scott LLC 89 451 −4,32 4 0,00
2025-08-08 13F Hartland & Co., LLC 21 241 −3,92 905 0,33
2025-07-18 13F Warren Street Wealth Advisors, LLC 137 651 9,75 5 864 14,69
2025-08-04 13F Horizon Wealth Management, LLC 12 667 −0,98 540 3,45
2025-08-12 13F Jacobi Capital Management LLC 61 914 16,80 2 638 22,08
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 496 579 2,40 21 154 7,02
2025-07-11 13F Arthur M. Cohen & Associates, Llc 4 861 207
2025-08-14 13F Summit Trail Advisors, Llc 8 324 0,00 355 4,42
2025-08-14 13F Graney & King, LLC 10 510 0,30 448 4,68
2025-07-22 13F Valpey Financial Services, LLC 10 087 430
2025-07-29 13F Spirit Of America Management Corp/ny 4 0,00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 85 579 5,80 3 646 27,49
2025-08-14 13F UBS Group AG 1 276 296 −47,65 54 370 −45,29
2025-08-12 13F Trexquant Investment LP 0 −100,00 0
2025-07-16 13F NovaPoint Capital, LLC 40 583 −9,10 1 729 −5,00
2025-07-31 13F Kathleen S. Wright Associates Inc. 1 530 0,00 65 4,84
2025-07-23 13F Laraway Financial Inc 7 768 0,04 331 4,43
2025-08-13 13F SCS Capital Management LLC 106 550 17,87 4 539 23,21
2025-08-13 13F GM Advisory Group, Inc. 6 516 −98,70 278 −98,64
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 635 762 −12,23 27 083 −8,27
2025-07-07 13F Global Wealth Strategies & Associates 406 0,00 17 6,25
2025-07-14 13F Golden State Equity Partners 0 −100,00 0
2025-07-16 13F Diversified Enterprises, LLC 6 191 −11,04 264 −7,07
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 362 15
2025-08-19 13F/A Pitcairn Co 18 448 −3,09 786 1,29
2025-08-13 13F Cresset Asset Management, LLC 52 065 −37,23 2 218 −34,40
2025-08-14 13F Acas, Llc 9 316 7,04 424 24,34
2025-04-23 13F Strategic Investment Advisors / MI 0 −100,00 0
2025-04-25 13F Root Financial Partners, LLC 0 −100,00 0
2025-07-08 13F Atwood & Palmer Inc 1 385 0,00 59 5,36
2025-07-08 13F Nbc Securities, Inc. 36 887 585,12 2
2025-05-14 13F Stelac Advisory Services LLC 0 −100,00 0
2025-08-06 13F Paulson Wealth Management Inc. 106 962 4,97 4 557 9,70
2025-08-15 13F Optimist Retirement Group LLC 5 547 0,09 236 4,89
2025-04-14 13F Strategic Wealth Designers 0 −100,00 0 −100,00
2025-05-16 13F Coordinated Financial Services, Inc./CO 7 127 1,24 290 −0,68
2025-08-11 13F Principal Securities, Inc. 96 831 117,25 4 125 106,04
2025-07-25 13F Verdence Capital Advisors LLC 7 986 −14,62 340 −10,76
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-14 13F Oxford Financial Group Ltd 9 379 0,00 400 4,45
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 20 009 −0,54 852 4,03
2025-08-13 13F IAG Wealth Partners, LLC 120 909 0,91 5 151 5,47
2025-08-13 13F Townsquare Capital Llc 57 304 −97,52 2 441 −97,41
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-07-28 13F RMR Capital Management, LLC 53 292 −27,09 2 270 −23,80
2025-08-06 13F Legacy Wealth Managment, LLC/ID 134 6
2025-07-25 13F PrairieView Partners, LLC 1 582 5,61 0
2025-08-13 13F MONECO Advisors, LLC 64 297 20,06 2 739 25,53
2025-08-05 13F Huntington National Bank 33 3,23
2025-08-07 13F Hughes Financial Services, LLC 86 449 −85,66 3 733 −84,86
2025-08-13 13F Summit Financial, LLC 16 034 27,37 683 33,14
2025-08-13 13F F/M Investments LLC 43 671 0,00 1 860 4,44
2025-08-12 13F XTX Topco Ltd 8 754 373
2025-08-05 13F Mma Asset Management Llc 5 988 0,76 255 5,37
2025-08-04 13F Municipal Employees' Retirement System of Michigan 16 642 0,00 1
2025-07-16 13F Dakota Wealth Management 1 118 045 25,33 47 629 30,99
2025-07-21 13F Barrett & Company, Inc. 562 0,00 24 4,55
2025-08-14 13F Fmr Llc 52 988 −3,80 2 257 0,53
2025-07-30 13F Wbh Advisory Inc 306 239 3,69 13 046 8,37
2025-07-30 13F Securian Asset Management, Inc 43 024 0,00 1 833 4,51
2025-08-05 13F Tsfg, Llc 6 034 0,12 0
2025-07-08 13F/A Salem Investment Counselors Inc 6 668 0,00 284 4,80
2025-07-16 13F Patron Partners Advisors, Llc 0 −100,00 0
2025-07-30 13F Financial Perspectives, Inc 0 −100,00 0
2025-07-24 13F Cyndeo Wealth Partners, LLC 74 467 −1,30 3 172 3,15
2025-07-17 13F Oakworth Capital, Inc. 138 6
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 364 399 13,81 15 523 18,95
2025-08-14 13F Acorn Wealth Advisors, LLC 7 112 303
2025-07-29 13F Angeles Wealth Management, Llc 5 543 −4,48 236 0,00
2025-08-11 13F United Advisor Group, LLC 5 856 249
2025-08-11 13F Brown Brothers Harriman & Co 25 −99,34 1 −99,35
2025-08-14 13F Atomi Financial Group, Inc. 12 315 −34,69 525 −31,77
2025-07-23 13F Louisiana State Employees Retirement System 108 400 138,77 4 618 149,57
2025-07-31 13F Stegent Equity Advisors, Inc. 5 371 0,00 229 4,59
2025-08-05 13F Key FInancial Inc 24 590 5,12 1 048 9,86
2025-08-12 13F Mystic Asset Management, Inc. 9 880 1,02 421 5,53
2025-08-14 13F Financial Network Wealth Advisors LLC 12 588 2,78 536 7,41
2025-08-08 13F Meridian Wealth Management, LLC 17 122 10,40 729 15,35
2025-07-17 13F Hanson & Doremus Investment Management 0 −100,00 0
2025-07-18 13F Centricity Wealth Management, LLC 245 0,00 10 11,11
2025-08-13 13F Idaho Trust Bank 41 786 −0,39 1 780 4,10
2025-08-08 13F Mjp Associates Inc /adv 75 296 −27,51 3 208 −24,24
2025-04-21 13F Liquid Strategies, LLC 0 −100,00 0
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio 107 209 −4,60 4 567 −0,28
2025-08-06 13F Golden State Wealth Management, LLC 62 193 2,36 2 649 6,99
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 104 242 −83,77 4 441 −83,04
2025-07-25 13F Johnson Investment Counsel Inc 12 454 −28,74 531 −25,56
2025-08-04 13F Creative Financial Designs Inc /adv 5 055 8,94 215 13,76
2025-07-30 13F Fingerlakes Wealth Management, Inc. 12 476 −0,80 531 3,71
2025-08-14 13F Smartleaf Asset Management LLC 7 932 15,51 338 21,58
2025-08-15 13F Morgan Stanley 4 912 132 −1,36 209 257 3,09
2025-07-21 13F Ameriflex Group, Inc. 126 −73,97 5 −73,68
2025-08-05 13F Strategic Financial Concepts, LLC 573 588 288,60 24 435 306,15
2025-08-07 13F McClarren Financial Advisors, Inc. 13 179 45,67 561
2025-08-14 13F Ancora Advisors, LLC 1 712 40,91 73 46,94
2025-07-24 13F Comprehensive Money Management Services LLC 16 335 4,06 696 8,76
2025-08-05 13F Crestwood Advisors Group LLC 1 632 125 0,85 69 529 5,41
2025-07-07 13F Peterson Wealth Advisors, LLC 695 826 2,02 29 642 19,30
2025-07-07 13F Capital Asset Advisory Services LLC 5 040 218
2025-05-01 13F Sentinel Trust Co Lba 0 −100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 21 492 131,17 916 142,06
2025-07-30 13F Fusion Family Wealth LLC 7 913 0,00 337 4,66
2025-08-15 13F North Ridge Wealth Advisors, Inc. 247 11
2025-06-10 13F Birchbrook, Inc. 0 −100,00 0 −100,00
2025-07-14 13F Abound Wealth Management 2 105 0,00 90 4,71
2025-07-16 13F ORG Wealth Partners, LLC 201 0,00 9 0,00
2025-07-29 13F Stratos Wealth Advisors, LLC 61 101 7,17 2 603 12,01
2025-08-01 13F American Financial & Tax Strategies Inc 5 982 0,67 255 4,96
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 132 0,00 6 0,00
2025-08-11 13F GW&K Investment Management, LLC 534 0,00 0
2025-04-15 13F Kelly Financial Services LLC 0 −100,00 0
2025-07-21 13F River Street Advisors LLC 25 883 6,98 1 103 11,76
2025-07-21 13F Crews Bank & Trust 664 125 7,51 28 292 12,36
2025-08-01 13F Austin Private Wealth, LLC 239 919 10,52 10 221 15,51
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 34 0,00 1 0,00
2025-08-05 13F Lifeworks Advisors, LLC 15 185 −3,76 647 0,47
2025-04-30 13F Sofos Investments, Inc. 346 006 4,45 14 103 2,93
2025-07-24 13F Capital Advisors, Ltd. LLC 1 473 0,00 0
2025-08-11 13F NewEdge Wealth, LLC 0 −100,00 0
2025-07-31 13F AF Advisors, Inc. 90 000 3 834
2025-07-29 13F Pinnacle Wealth Management, LLC 15 424 9,27 657 14,26
2025-07-22 13F HFM Investment Advisors, LLC 145 0,69 6 20,00
2025-05-15 13F Vermillion & White Wealth Management Group, LLC 0 −100,00 0
2025-08-15 13F Northeast Financial Consultants Inc 63 097 −3,86 2 688 0,45
2025-07-29 13F Private Trust Co Na 66 685 16,99 2 841 22,26
2025-08-11 13F Avantax Planning Partners, Inc. 6 703 0,00 286 4,40
2025-07-25 13F Sequoia Financial Advisors, LLC 74 290 −0,77 3 165 3,70
2025-08-05 13F Atlas Private Wealth Advisors 846 296 −8,63 36 052 −4,50
2025-08-13 13F Stablepoint Partners, LLC 46 532 2,38 1 982 7,02
2025-04-18 13F Lion Street Advisors, LLC 0 −100,00 0
2025-07-08 13F 21 West Wealth Management LLC 36 132 1 539
2025-07-23 13F Opulen Financial Group LLC 16 108 21,35 686 26,80
2025-08-26 13F/A Thrivent Financial For Lutherans 16 819 −94,13 1 −100,00
2025-08-05 13F Centennial Bank/AR/ 973 0,00 41 5,13
2025-08-13 13F Wealthquest Corp 5 255 −87,59 224 −87,08
2025-08-14 13F Fiduciary Trust Co 25 971 −0,51 1 106 4,05
2025-08-08 13F Hibernia Wealth Partners, LLC 172 419 99,89 7 345 108,96
2025-08-08 13F Atlantic Trust, LLC 240 10
2025-08-15 13F Fidelity D & D Bancorp Inc 6 518 278
2025-07-16 13F Signaturefd, Llc 119 3,48 5 25,00
2025-07-17 13F Worth Financial Advisory Group, LLC 15 642 −1,98 666 2,46
2025-07-21 13F TFG Advisers LLC 53 776 −4,64 2 291 −0,35
2025-08-04 13F One Day In July LLC 518 163 25,94 22 074 31,62
2025-08-14 13F Transamerica Financial Advisors, Inc. 26 627 −47,26 1 134 56 600,00
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 34 407 −9,01 1 466 −4,93
2025-07-14 13F Main Line Retirement Advisors, LLC 0 −100,00 0
2025-07-09 13F Sandy Cove Advisors, LLC 8 514 0,00 363 4,32
2025-07-16 13F Independent Wealth Network Inc. 8 561 2,98 365 7,69
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1 517 110,40 65 120,69
2025-08-05 13F BCGM Wealth Management, LLC 59 530 −3,76 2 536 0,56
2025-07-10 13F Global Financial Private Client, LLC 16 423 37,58 700 43,83
2025-07-24 13F IFP Advisors, Inc 40 549 −15,87 1 728 −12,07
2025-07-17 13F Wolff Wiese Magana Llc 113 0,00 5 0,00
2025-05-14 13F Susquehanna International Group, Llp Put 0 −100,00 0 −100,00
2025-07-09 13F Affinity Capital Advisors, LLC 50 696 −6,09 2 160 7,57
2025-07-22 13F Belpointe Asset Management LLC 8 515 −46,09 363 −43,70
2025-08-06 13F First Horizon Advisors, Inc. 0 −100,00 0
2025-08-06 13F Columbia River Financial Group, LLC 17 004 9,08 1
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 27 465 −8,35 1 170 −4,18
2025-07-24 13F Financial Security Advisor, Inc. 325 882 −4,19 13 883 0,13
2025-04-23 13F Cornerstone Wealth Group, LLC 0 −100,00 0
2025-08-12 13F Southeast Asset Advisors Inc. 0 −100,00 0
2025-08-12 13F J.w. Cole Advisors, Inc. 134 184 1,60 5 716 6,19
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 565 831 1,71 66 570 6,08
2025-07-09 13F Lbmc Investment Advisors, Llc 0 −100,00 0
2025-08-14 13F Van Den Berg Management I, Inc 7 270 −8,48 310 −4,33
2025-08-18 13F Geneos Wealth Management Inc. 357 982 3,06 15 250 7,71
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-08-11 13F Anfield Capital Management, LLC 72 0,00 3 50,00
2025-07-16 13F Perigon Wealth Management, LLC 41 850 −3,06 1 783 1,31
2025-08-04 13F UNIVEST FINANCIAL Corp 286 246 22,34 12 194 27,87
2025-07-15 13F Kagan Cocozza Asset Management 28 276 −0,01 1 205 4,51
2025-08-13 13F Brown Advisory Inc 104 043 −9,56 4 432 −5,48
2025-08-14 13F Betterment LLC 17 616 693 9,21 750 14,16
2025-07-15 13F SJS Investment Consulting Inc. 426 0,00 18 5,88
2025-07-14 13F Acropolis Investment Management, LLC 6 258 0,00 267 4,31
2025-07-30 13F Nottingham Advisors, Inc. 86 660 20,86 3 692 26,32
2025-07-17 13F Olympus Wealth Management, Llc 92 111 35,38 3 924 41,47
2025-08-14 13F Sei Investments Co 17 899 0,40 762 4,96
2025-07-15 13F ACT Advisors, LLC. 9 783 −5,09 417 −0,95
2025-08-12 13F Allen Capital Group, LLC 383 192 5,91 16 324 10,69
2025-08-13 13F Vertex Planning Partners, LLC 9 132 0,20 389 4,85
2025-08-12 13F SRS Capital Advisors, Inc. 252 0,00 11 0,00
2025-08-11 13F Bellwether Advisors, LLC 561 0,00 24 4,55
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 142 000 26,79 6 049 32,51
2025-07-29 13F Semitam Bonam Llc 45 776 1 950
2025-08-06 13F Legacy Investment Solutions, LLC 134 6
2025-07-15 13F Hofer & Associates. Inc 107 335 2,46 4 572 7,10
2025-08-04 13F JDM Financial Group LLC 6 663 0,02 284 4,43
2025-05-05 13F Counterweight Ventures, LLC 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 3 261 561 5,27 138 943 10,03
2025-07-09 13F Christopher J. Hasenberg, Inc 41 0,00 2 0,00
2025-08-05 13F Compton Financial Group, LLC 572 287 2,50 24 379 7,13
2025-08-13 13F Gateway Wealth Partners, LLC 9 381 −49,12 400 −46,87
2025-05-27 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 17 951 26,64 732 14,94
2025-07-11 13F Cypress Financial Planning Llc 5 212 222
2025-08-14 13F Stifel Financial Corp 1 034 429 −0,67 44 067 3,81
2025-08-12 13F TCTC Holdings, LLC 3 514 222,68 150 238,64
2025-07-17 13F Leverty Financial Group, LLC 0 −100,00 0
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-01 13F Penobscot Wealth Management 15 742 −13,82 671 −9,95
2025-07-10 13F Kozak & Associates, Inc. 0 −100,00 0 −100,00
2025-08-26 NP Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares 490 592 9,56 20 899 14,50
2025-08-14 13F Royal Bank Of Canada 671 356 −63,64 28 600 −62,00
2025-08-07 13F Guidance Capital, Inc 24 447 −0,46 1 033 4,77
2025-08-14 13F Two Sigma Securities, Llc 8 231 11,93 351 17,06
2025-08-08 13F Tortoise Investment Management, LLC 186 283 9,78 7 936 14,73
2025-08-11 13F Independent Advisor Alliance 25 173 19,66 1 072 25,09
2025-08-12 13F Charles Schwab Investment Management Inc 6 148 239 8,84 261 915 13,76
2025-07-07 13F Horizons Wealth Management 164 0,00 7 0,00
2025-08-11 13F Aptus Capital Advisors, LLC 55 281 25,05 2 355 30,71
2025-07-31 13F Ground Swell Capital, LLC 12 074 514
2025-08-13 13F Wambolt & Associates, LLC 11 143 −26,86 482 −22,63
2025-08-04 13F IFG Advisory, LLC 37 102 −14,82 1 581 −10,99
2025-08-12 13F Retirement Planning Co of New England, Inc. 14 398 −2,09 613 2,34
2025-04-18 13F Five Oceans Advisors 0 −100,00 0
2025-08-08 13F SBI Securities Co., Ltd. 330 12,63 14 27,27
2025-07-02 13F Helen Stephens Group, LLC 5 439 0,42 232 5,00
2025-08-05 13F Sebold Capital Management, Inc. 7 554 0,00 322 4,56
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-07-22 13F Valeo Financial Advisors, LLC 257 459 3,34 10 968 8,01
2025-07-22 13F Apexium Financial, Lp 28 969 103,76 1 234 113,13
2025-08-05 13F Westside Investment Management, Inc. 346 0,00 15 0,00
2025-07-08 13F Range Financial Group LLC 28 448 −4,72 1 212 −0,41
2025-07-24 13F Jfs Wealth Advisors, Llc 1 355 6,53 58 11,76
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-08-14 13F Engineers Gate Manager LP 0 −100,00 0
2025-08-11 13F Goodman Financial Corp 46 125 −34,46 1 965 −31,52
2025-08-01 13F First Command Advisory Services, Inc. 666 809 19,66 28 406 25,06
2025-07-28 13F SFG Wealth Management, LLC. 18 513 13,99 789 19,21
2025-08-14 13F Vivaldi Capital Management, LLC 121 394 −2,44 5 171 1,97
2025-08-14 13F Talon Private Wealth, LLC 3 725 −34,05 159 −35,77
2025-08-20 13F Forefront Wealth Partners, LLC 11 915 −15,21 535 −6,47
2025-08-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 968 708 2,30 41 7,89
2025-08-13 13F Lido Advisors, LLC 50 112 −28,74 2 135 −25,54
2025-07-23 13F Values Added Financial LLC 25 638 8,50 1 092 13,40
2025-08-08 13F Citizens Financial Group Inc/ri 13 392 −23,89 570 −20,50
2025-08-14 13F IHT Wealth Management, LLC 251 700 −8,08 10 722 −3,93
2025-07-15 13F Lynch & Associates/in 11 114 0,00 473 4,42
2025-08-13 13F Northwestern Mutual Wealth Management Co 1 402 146 5,72 59 731 10,49
2025-08-13 13F American Investment Services, Inc. 19 244 −2,24 820 2,12
2025-07-29 13F Marathon Strategic Advisors, LLC 45 428 15,66 1 935 20,94
2025-08-12 13F Argent Trust Co 5 915 2,83 252 7,26
2025-08-14 13F Glen Eagle Advisors, LLC 3 810 −62,66 162 −60,96
2025-08-04 13F McMill Wealth Management 24 802 4,89 1 058 9,76
2025-08-14 13F Kovitz Investment Group Partners, LLC 6 030 5,13 257 9,87
2025-08-05 13F Retirement Financial Solutions, Llc 346 251 −7,96 14 750 −3,81
2025-07-09 13F Alesco Advisors Llc 19 610 44,49 835 50,99
2025-08-05 13F Bank of New York Mellon Corp 107 025 −2,31 4 559 2,11
2025-08-04 13F Impact Partnership Wealth, LLC 385 013 9,79 16 402 14,75
2025-07-21 13F Old Second National Bank Of Aurora 10 370 −0,58 442 3,76
2025-07-24 13F Drucker Wealth 3.0, LLC 32 157 60,01 1 415 72,77
2025-08-08 13F POM Investment Strategies, LLC 25 195 10 018,47 1 073 10 630,00
2025-07-14 13F Iams Wealth Management, Llc 9 291 81,71 396 89,90
2025-07-11 13F SILVER OAK SECURITIES, Inc 10 148 −64,53 432 −62,79
2025-08-12 13F Wealth Advisors of Iowa, LLC 33 245 10,99 1 416 16,07
2025-05-05 13F CBIZ Investment Advisory Services, LLC 1 074 44 −62,28
2025-04-15 13F Corrigan Financial, Inc. 20 747 0,39 846 −8,94
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 259 11
2025-08-06 13F Richard Bernstein Advisors LLC 7 168 −99,58 305 −99,56
2025-07-16 13F Arkansas Financial Group, Inc. 110 454 7,64 4 826 27,81
2025-07-30 13F Rehmann Capital Advisory Group 5 672 0,75 242 5,24
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 4 668 −2,99 199 1,02
2025-08-07 13F Nwam Llc 12 462 −7,71 542 −1,45
2025-08-13 13F Flow Traders U.s. Llc 65 920 3
2025-07-15 13F BCS Wealth Management 11 045 −6,20 0
2025-07-28 13F Private Wealth Asset Management, LLC 1 315 56
2025-07-18 13F Trilogy Capital Inc. 154 041 −47,90 6 562 −45,55
2025-08-05 13F Sigma Planning Corp 6 883 8,62 293 13,57
2025-08-12 13F Accredited Wealth Management, LLC 800 −11,11 34 −5,56
2025-07-25 13F LRI Investments, LLC 0 −100,00 0
2025-08-07 13F Topel & Distasi Wealth Management, LLC 0 −100,00 0
2025-04-17 13F Ritholtz Wealth Management 0 −100,00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 105 728 100,51 4 504 110,47
2025-08-14 13F Bank of Marin 11 326 −0,59 482 3,88
2025-07-30 13F Cullen/frost Bankers, Inc. 14 520 11,91 619 17,05
2025-08-14 13F Mbb Public Markets I Llc 79 298 −88,16 3 378 −87,63
2025-08-14 13F Capital Planning Advisors, LLC 0 −100,00 0
2025-08-14 13F EP Wealth Advisors, Inc. 35 377 −7,26 1 507 −3,02
2025-07-22 13F Vantage Investment Partners, LLC 7 905 1,02 337 5,66
2025-07-11 13F Annex Advisory Services, LLC 75 769 10,05 3 228 15,00
2025-08-14 13F Quantinno Capital Management LP 15 271 −5,55 651 −1,37
2025-07-16 13F Cahaba Wealth Management, Inc. 314 664 56,52 13 405 63,58
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 20 422 9,13 870 14,04
2025-07-14 13F GAMMA Investing LLC 1 498 0,00 64 3,28
2025-07-25 13F Keener Financial Planning LLC 21 419 14,16 1
2025-08-14 13F Citadel Advisors Llc 62 277 −76,57 2 653 −75,51
2025-04-16 13F West Branch Capital LLC 0 −100,00 0
2025-08-06 13F Savant Capital, LLC 325 297 −24,74 13 858 −21,35
2025-07-16 13F Moneywise, Inc. 8 065 −10,25 344 −6,28
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 28 576 −0,49 1 217 4,02
2025-07-10 13F Professional Financial Advisors, LLC 5 266 −0,90 224 3,70
2025-08-14 13F Gotham Asset Management, LLC 30 639 0,00 1 305 4,57
2025-08-12 13F White Pine Capital Llc 16 635 −15,26 709 −11,50
2025-07-17 13F ERn Financial, LLC 12 337 −18,70 526 −15,05
2025-07-18 13F Broadway Wealth Solutions, Inc. 0 −100,00 0
2025-07-09 13F Defined Wealth Management, Llc 43 323 −0,34 1 846 4,18
2025-08-08 13F Kingsview Wealth Management, LLC 50 705 1,11 2 160 5,68
2025-08-04 13F Continental Investors Services, Inc. 14 640 2,26 624 6,86
2025-08-08 13F Charter Research & Investment Group, Inc. 39 805 −1,33 1 696 3,10
2025-07-30 13F Retirement Planning Group 8 240 −3,21 351 1,45
2025-07-31 13F Guardian Wealth Advisors, LLC 4 922 0,00 210 4,50
2025-08-11 13F Regal Investment Advisors LLC 7 182 306
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8 737 0,00 372 5,08
2025-07-29 13F Koshinski Asset Management, Inc. 19 223 13,01 819 18,04
2025-08-26 NP Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 10 076 4,88 429 9,72
2025-08-19 13F Anchor Investment Management, LLC 9 613 −1,03 410 3,54
2025-07-31 13F Resonant Capital Advisors, LLC 125 803 18,11 5 359 23,45
2025-07-15 13F RVW Wealth, LLC 186 840 −6,66 7 959 −2,44
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 3 929 0,00 167 4,38
2025-08-12 13F PKS Advisory Services, LLC 5 672 242
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 596 0,34 25 4,17
2025-08-05 13F NewSquare Capital LLC 6 0,00 0
2025-07-25 13F Northwest Capital Management Inc 1 201 −79,92 51 −79,01
2025-08-14 13F Scott Marsh Financial, LLC 10 128 431
2025-07-08 13F Arlington Trust Co LLC 4 736 0,00 202 4,15
2025-07-22 13F Stanich Group LLC 4 691 −9,68 207 −2,37
2025-07-29 13F Stratos Wealth Partners, LTD. 193 920 2,70 8 261 7,34
2025-08-14 13F Keebeck Wealth Management, LLC 6 168 0,00 263 4,38
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares 85 254 −3,77 3 632 0,55
2025-07-28 13F Brown Financial Advisory 13 495 0,00 575 4,36
2025-08-12 13F Garrett Wealth Advisory Group, LLC 439 917 −6,58 18 740 −2,36
2025-08-19 13F Newbridge Financial Services Group, Inc. 3 111 0,00 133 4,76
2025-08-07 13F/A Joseph Group Capital Management 227 10
2025-07-30 13F D.a. Davidson & Co. 144 186 −31,10 6 142 −28,00
2025-08-08 13F Pnc Financial Services Group, Inc. 1 908 244 6,04 81 291 10,82
2025-08-14 13F Harmony Asset Management Llc 7 930 0,00 338 4,33
2025-08-14 13F Pecaut & Co. 91 076 −9,31 3 880 −5,23
2025-08-13 13F Gibbs Wealth Management 141 654 6 035
2025-08-14 13F Susquehanna International Group, Llp Call 49 900 −14,55 2 126 −10,71
2025-08-14 13F Susquehanna International Group, Llp 87 494 156,84 3 727 168,52
2025-08-15 13F Binnacle Investments Inc 300 0,00 13 0,00
2025-08-05 13F Fourth Dimension Wealth, LLC 14 266 −5,64 608 −1,46
2025-08-12 13F Laurel Wealth Advisors LLC 4 788 4 137,17 0 −100,00
2025-08-14 13F Hilltop Holdings Inc. 7 675 −2,37 327 1,88
2025-08-15 13F Captrust Financial Advisors 44 327 −23,10 1 889 −19,66
2025-07-08 13F Adamsbrown Wealth Consultants Llc 16 600 0,35 707 4,90
2025-08-13 13F Transce3nd, LLC 689 33,27 29 38,10
2025-08-14 13F Stadion Money Management, LLC 815 062 −22,69 34 722 −19,20
2025-08-12 13F Pathstone Holdings, LLC 115 712 5,48 4 929 10,24
2025-08-14 13F Glenmede Investment Management, LP 7 062 301
2025-08-13 13F Blue Fin Capital, Inc. 27 681 −9,73 1 179 −14,38
2025-07-30 13F Roman Butler Fullerton & Co 5 307 −7,64 234 8,37
2025-07-31 13F Sage Mountain Advisors LLC 1 822 −23,48 78 −20,62
2025-08-07 13F Apeiron RIA LLC 5 052 215
2025-08-19 13F Asset Dedication, LLC 279 114,62 12 120,00
2025-08-07 13F Kestra Private Wealth Services, Llc 11 616 −16,60 495 −12,87
2025-08-04 13F Keybank National Association/oh 10 914 0,00 465 4,50
2025-08-13 13F Shepherd Financial Partners LLC 373 523 0,31 15 912 4,84
2025-05-05 13F Willner & Heller, Llc 0 −100,00 0
2025-05-08 13F Us Financial Advisors, Llc 12 558 −0,09 512 −9,40
2025-08-11 13F Rothschild Investment Llc 673 0,00 29 3,70
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 1 660 231 2,85 70 726 7,49
2025-07-18 13F Naples Global Advisors, Llc 42 513 7,38 1 811 12,28
2025-08-08 13F Capital Investment Counsel, Inc 1 034 0,00 44 4,76
2025-08-14 13F RMB Capital Management, LLC 9 844 62,71 419 70,33
2025-07-21 13F AIFG Consultants Ltd. 6 229 −7,43 265 −3,28
2025-08-06 13F Modera Wealth Management, LLC 71 995 −3,20 3 067 1,15
2025-05-13 13F Measured Risk Portfolios, Inc. 0 −100,00 0
2025-05-14 13F Power Wealth Management Llc 0 −100,00 0
2025-07-16 13F/A CX Institutional 5 604 0,83 0
2025-05-14 13F Napa Wealth Management 0 −100,00 0
2025-08-15 13F Manhattan West Asset Management, LLC 47 591 13,56 2 027 18,68
2025-08-07 13F Midwest Trust Co 128 817 5 488
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-13 13F Nicolet Advisory Services, Llc 58 085 15,48 2 455 32,65
2025-08-14 13F Goldman Sachs Group Inc 184 467 −1,91 7 858 2,52
2025-07-11 13F Coastwise Capital Group, LLC 42 215 13,69 1 798 18,84
2025-07-24 13F Mengis Capital Management, Inc. 9 252 −6,79 394 −2,48
2025-08-12 13F North Star Asset Management Inc 187 618 −8,81 7 993 −4,69
2025-07-21 13F Ameritas Advisory Services, LLC 6 608 −35,40 282 −36,14
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 76 590 −7,97 3 303 −2,62
2025-07-30 13F Berkeley Capital Partners, LLC 168 585 2,55 7 182 7,18
2025-08-11 13F WPG Advisers, LLC 80 0,00 3 0,00
2025-07-01 13F Harbor Investment Advisory, Llc 11 965 27,22 510 32,90
2025-08-01 13F Centerpoint Advisors, LLC 214 0,00 0
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 78 075 108,88 3 326 118,32
2025-08-12 13F Financial Advocates Investment Management 31 174 −46,72 1 328 −44,30
2025-08-18 13F Second Line Capital, LLC 10 504 −0,07 447 4,44
2025-05-09 13F Hemington Wealth Management 0 −100,00 0
2025-08-08 13F Thoroughbred Financial Services, Llc 5 744 0,00 0
2025-07-24 13F Bernard Wealth Management Corp. 5 202 0,00 222 4,25
2025-08-13 13F Strategic Financial Planning, Inc. 123 781 13,39 5 273 18,52
2025-08-12 13F Eldridge Investment Advisors, Inc. 24 202 −13,04 1 031 −9,08
2025-08-04 13F Amplius Wealth Advisors, LLC 0 −100,00 0
2025-08-14 13F Sunbelt Securities, Inc. 1 063 0,00 48 9,30
2025-07-14 13F Caitlin John, LLC 7 188 306
2025-08-04 13F Haven Private, LLC 0 −100,00 0
2025-08-12 13F Indie Asset Partners, LLC 13 837 −1,08 589 3,33
2025-08-07 13F Alliance Wealth Management Group 46 234 7,90 1 970 12,77
2025-08-12 13F PSI Advisors, LLC 5 477 −96,88 233 −96,74
2025-08-13 13F Millington Financial Advisors, LLC 146 151 18,25 6 499 41,44
2025-08-14 13F Financial Engines Advisors L.L.C. 23 832 103 5,65 1 015 248 10,42
2025-08-05 13F AGH Wealth Advisors, LLC 24 127 0,65 1 029 5,22
2025-08-11 13F Atlantic Private Wealth, LLC 130 0,78 6 0,00
2025-07-25 13F Hazlett, Burt & Watson, Inc. 2 388 −13,45 0
2025-07-15 13F Garrett Investment Advisors LLC 15 345 −1,03 654 3,49
2025-07-11 13F Caldwell Securities, Inc 687 0,00 29 3,57
2025-04-29 13F Hm Payson & Co 7 666 13,34 312 2,97
2025-08-01 13F Transcend Wealth Collective, Llc 8 351 −74,46 356 −73,35
2025-05-13 13F Cercano Management LLC 0 −100,00 0
2025-07-16 13F Marmo Financial Group, LLC 70 893 −4,34 3 020 0,00
2025-07-17 13F Sterling Investment Advisors, Ltd. 81 034 2,03 8 856 6,63
2025-08-05 13F Oakwell Private Wealth Management, LLC 7 911 0,00 337 4,66
2025-08-04 13F BLB&B Advisors, LLC 9 601 −24,43 409 −20,89
2025-07-29 13F Liberty Square Wealth Partners Llc 60 508 −7,98 2 578 −3,84
2025-08-07 13F Mayport, Llc 10 000 0,00 426 4,67
2025-07-29 13F APCM Wealth Management for Individuals 17 544 17,88 747 23,27
2025-07-09 13F Sapient Capital Llc 5 828 −8,29 248 −4,25
2025-07-10 13F Fulton Bank, N.a. 7 309 5,99 311 10,68
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-08-15 13F Chapman Financial Group, Llc 900 0,00 38 −5,00
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0
2025-06-26 NP MSTSX - Morningstar Unconstrained Allocation Fund 242 438 90,02 9 479 60,69
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-07-17 13F LexAurum Advisors, LLC 15 245 4,15 649 8,89
2025-07-28 13F Harbour Investments, Inc. 67 830 23,16 2 890 28,74
2025-08-08 13F TD Capital Management LLC 29 656 −0,77 1 263 3,69
2025-07-22 13F Global Strategic Investment Solutions, LLC 36 474 −10,22 1 554 −6,16
2025-08-06 13F Rialto Wealth Management, LLC 879 6,67 37 12,12
2025-08-18 13F 1248 Management, LLC 112 677 −24,76 4 800 −28,36
2025-08-27 13F Barnes Wealth Management Group, Inc 0 −100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 1 629 859 18,04 69 432 23,37
2025-08-08 13F United Asset Strategies, Inc. 288 252 2,03 12 280 6,63
2025-08-06 13F Atlantic Union Bankshares Corp 1 193 51
2025-08-07 13F Brio Consultants, LLC 8 154 −14,51 347 −10,57
2025-07-15 13F Fifth Third Bancorp 296 551 37,91 12 633 44,15
2025-07-25 13F Concurrent Investment Advisors, LLC 13 743 23,41 585 29,14
2025-07-14 13F Narus Financial Partners, LLC 9 370 −8,14 399 −3,86
2025-07-21 13F Investment Planning Advisors, Inc. 18 539 −26,38 790 −23,10
2025-08-14 13F Aldebaran Financial Inc. 17 114 −0,81 729 3,70
2025-07-23 13F Woodside Wealth Management LLC 149 3,47 6 20,00
2025-07-30 13F Bogart Wealth, LLC 2 0,00 0
2025-07-17 13F XY Planning Network, Inc. 30 903 52,95 1 316 59,90
2025-08-12 13F Summit Global Investments 87 613 54,41 4 50,00
2025-07-23 13F Ironwood Financial, llc 5 399 0,00 220 0,00
2025-08-19 13F Advisory Services Network, LLC 10 129 −27,05 435 −23,01
2025-08-04 13F Noesis Capital Mangement Corp 6 995 16,58 298 21,72
2025-08-13 13F CALIFORNIA FIRST LEASING Corp 0 −100,00 0
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 310 523 9,00 13 228 13,93
2025-05-05 13F Morningstar Investment Services LLC 180 530 −2,61 7 −12,50
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-11 13F PAX Financial Group, LLC 8 043 −9,96 343 −6,04
2025-07-23 13F TPG Financial Advisors, LLC 290 586 8,15 12 379 13,03
2025-08-14 13F Stonehaven Wealth & Tax Solutions, Llc 6 292 −10,54 268 −6,29
2025-08-19 13F Cape Investment Advisory, Inc. 2 417 50,31 103 56,92
2025-07-18 13F Magnolia Private Wealth, LLC 0 −100,00 0
2025-08-05 13F Plante Moran Financial Advisors, LLC 513 4,06 22 5,00
2025-07-15 13F Sightline Wealth Advisors, LLC 0 −100,00 0
2025-08-05 13F Beckerman Institutional, LLC 8 114 0
2025-07-15 13F Signet Financial Management, Llc 32 268 47,69 1 375 54,38
2025-08-14 13F Modern Wealth Management, LLC 275 573 4,59 11 739 9,31
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-13 13F Pinkerton Retirement Specialists, LLC 0 −100,00 0
2025-07-22 13F Woodmont Investment Counsel Llc 7 662 0,00 326 4,49
2025-08-13 13F Whalerock Point Partners, Llc 30 488 0,00 1 299 4,51
2025-08-15 13F High Falls Advisors, Inc 4 779 204
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 1 121 47,31 48 51,61
2025-08-13 13F Safe Harbor Fiduciary, LLC 278 34,30 12 37,50
2025-08-12 13F Seeds Investor Llc 102 218 275,11 4 354 292,25
2025-05-01 13F Quest 10 Wealth Builders, Inc. 6 190 −37,56 252 −43,37
2025-07-15 13F Surience Private Wealth Llc 234 633 9 995
2025-08-08 13F Compass Wealth Management LLC 70 847 10,98 3 018 16,03
2025-08-14 13F CoreCap Advisors, LLC 36 969 12,48 1 575 17,55
2025-07-23 13F Spectrum Asset Management, Inc. (NB/CA) 0 −100,00 0
2025-08-08 13F Glassman Wealth Services 0 −100,00 0
2025-08-13 13F WCG Wealth Advisors LLC 39 430 −9,71 1 680 −5,67
2025-08-14 13F Tudor Investment Corp Et Al 15 047 641
2025-08-07 13F Fox Financial, Inc 5 340 −0,19 227 4,13
2025-08-14 13F Wells Fargo & Company/mn 909 498 2,05 38 745 6,65
2025-07-22 13F Merit Financial Group, LLC 402 331 −47,82 17 139 −45,47
2025-08-12 13F Richard W. Paul & Associates, LLC 8 664 12,93 369 18,27
2025-07-28 13F Mutual Advisors, LLC 9 289 −2,58 409 9,97
2025-05-15 13F WealthTrak Capital Management LLC 0 −100,00 0
2025-08-11 13F United Capital Financial Advisers, Llc 286 319 64,83 12 197 72,27
2025-07-18 13F Consolidated Portfolio Review Corp 0 −100,00 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 1 542 0,00 66 4,84
2025-08-13 13F Leslie Global Wealth, LLC 150 588 −0,61 6 415 3,89
2025-08-04 13F AlphaStar Capital Management, LLC 272 217 289,83 11 596 307,45
2025-07-21 13F Ascent Group, LLC 17 130 38,67 730 44,93
2025-07-15 13F Fortitude Family Office, LLC 50 258 2 141
2025-08-15 13F/A Symphony Financial, Ltd. Co. 10 526 491
2025-08-01 13F Redwood Park Advisors LLC 187 0,54 8 0,00
2025-08-05 13F Bank Of Montreal /can/ 30 561 −8,29 1 302 −4,20
2025-05-02 13F Napatree Capital Llc 78 157 11,30 3 186 0,98
2025-07-30 13F Brookstone Capital Management 8 633 −7,01 368 −2,91
2025-07-24 13F Blair William & Co/il 35 732 −27,57 1 522 −24,28
2025-08-08 13F Compass Financial Services Inc 756 225,86 32 255,56
2025-08-08 13F Security Financial Services, INC. 10 990 −14,81 468 −10,86
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-10 13F Sharkey, Howes & Javer 61 270 −52,46 2 610 −50,30
2025-08-01 13F Koss-Olinger Consulting, LLC 7 384 −21,13 315 −17,80
2025-08-11 13F Strategic Wealth Partners, Ltd. 22 807 −80,76 972 −82,08
2025-08-14 13F Ausdal Financial Partners, Inc. 56 379 −1,61 2 402 2,83
2025-08-05 13F Milestone Asset Management, Llc 0 −100,00 0
2025-08-14 13F Horizon Investments, LLC 3 095 2,55 132 6,50
2025-07-25 13F Bill Few Associates, Inc. 48 415 −5,43 2 062 −1,15
2025-08-06 13F Decker Retirement Planning Inc. 37 2
2025-08-13 13F Financial Freedom, LLC 231 0,00 10 0,00
2025-08-13 13F Level Four Advisory Services, Llc 50 832 −4,31 2 165 0,00
2025-07-18 13F Deltec Asset Management Llc 31 000 0,00 1 321 4,51
2025-08-04 13F Spire Wealth Management 1 814 −11,90 77 −7,23
2025-08-28 NP GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 149 944 152,56 6 388 164,03
2025-08-14 13F Ameriprise Financial Inc 3 772 069 −20,49 160 713 −16,89
2025-08-14 13F Advisor OS, LLC 179 848 −4,97 7 662 −0,67
2025-07-28 13F WealthPLAN Partners, LLC 8 420 11,41 359 16,23
2025-07-10 13F Sunflower Bank, N.A. 48 641 2 072
2025-08-11 13F Citigroup Inc 13 926 936,93 593 998,15
2025-08-28 13F/A Lavaca Capital Llc 4 299 52,28 183 59,13
2025-07-17 13F Kavar Capital Partners Group, Llc 7 888 0,00 336 4,67
2025-08-07 13F Private Advisory Group LLC 161 282 1 225,90 6 871 1 287,88
2025-07-29 13F SilverOak Wealth Management LLC 74 690 −1,98 3 182 2,45
2025-07-16 13F Legend Financial Advisors, Inc. 44 433 −15,13 1 893 −11,30
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 54 408 −4,05 2 318 0,65
2025-07-31 13F Orion Capital Management LLC 1 790 0,00 76 5,56
2025-07-22 13F Brown Miller Wealth Management, LLC 37 113 13,35 1 581 18,52
2025-08-11 13F Covestor Ltd 176 388,89 0
2025-07-30 13F Pacific Sun Financial Corp 12 634 −1,33 538 3,26
2025-08-11 13F Shoker Investment Counsel, Inc. 41 990 15,64 1 789 20,81
2025-07-17 13F G&S Capital LLC 49 486 −18,37 2 108 −14,66
2025-09-03 13F American Trust 17 553 748
2025-08-13 13F Russell Investments Group, Ltd. 399 −19,88 17 −15,00
2025-08-25 13F Silverlake Wealth Management Llc 18 905 24,98 805 30,68
2025-07-29 13F Balboa Wealth Partners 9 965 60,91 425 68,25
2025-08-12 13F Founders Financial Alliance, LLC 91 600 8,89 3 902 13,83
2025-08-14 13F Glenview Trust Co 5 705 13,71 243 19,12
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-12 13F Deutsche Bank Ag\ 47 048 −19,19 2 004 −15,55
2025-07-11 13F Butensky & Cohen Financial Security, Inc 15 345 5,41 654 10,12
2025-08-11 13F HHM Wealth Advisors, LLC 1 526 1,46 65 6,56
2025-07-30 13F Whittier Trust Co Of Nevada Inc 8 214 0,00 350 4,49
2025-05-12 13F Sandy Spring Bank 1 167 −4,58 48 −12,96
2025-07-10 13F American Financial Advisors, LLC 8 220 0,28 350 4,79
2025-08-05 13F Towercrest Capital Management 56 316 10,42 2 399 15,45
2025-08-12 13F LPL Financial LLC 23 401 632 4,32 996 909 9,03
2025-08-14 13F Headinvest, Llc 30 015 −7,50 1 279 −3,33
2025-07-11 13F Trinity Wealth Management, LLC 4 735 −74,80 202 −73,73
2025-08-14 13F Redwood Financial Network Corp 13 731 −0,65 585 3,73
2025-07-22 13F DAVENPORT & Co LLC 870 012 17,02 37 063 22,30
2025-07-24 13F McKinley Carter Wealth Services, Inc. 4 695 200
2025-07-18 13F Precision Wealth Strategies, LLC 11 702 499
2025-05-13 13F Elevatus Welath Management 0 −100,00 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 35 891 11,52 1 529 16,55
2025-08-14 13F Sterling Wealth Management, Inc. 7 975 0,00 340 −5,31
2025-07-08 13F Ehrlich Financial Group 0 −100,00 0
2025-07-28 13F Lunt Capital Management, Inc. 27 403 −39,84 1 167 −37,12
2025-08-07 13F Tilson Financial Group, Inc. 13 637 −2,57 1
2025-08-12 13F MAI Capital Management 38 097 5,46 1 623 10,19
2025-08-13 13F M Holdings Securities, Inc. 72 187 0,04 3 50,00
2025-08-08 13F Larson Financial Group LLC 126 845 −14,48 5 404 −10,62
2025-08-15 13F Nikulski Financial, Inc. 31 452 −3,00 1 340 1,36
2025-07-18 13F Dogwood Wealth Management LLC 2 197 −6,67 96 0,00
2025-08-15 13F CI Private Wealth, LLC 1 169 556 107,62 49 823 116,99
2025-08-12 13F RiverFront Investment Group, LLC 0 −100,00 0
2025-07-15 13F North Star Investment Management Corp. 562 0,54 24 4,55
2025-07-22 13F Financial Insights, Inc. 211 555 4,74 9 012 9,48
2025-05-13 13F CacheTech Inc. 22 567 60,02 920 45,18
2025-07-23 13F Sachetta, LLC 3 619 0,17 154 4,76
2025-08-13 13F Continuum Advisory, LLC 6 941 12,88 296 18,00
2025-04-25 13F Convergence Financial, LLC 0 −100,00 0
2025-07-24 13F Trust Co Of Toledo Na /oh/ 533 23
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-08 13F Intrua Financial, LLC 6 532 17,84 278 23,56
2025-08-14 13F State Street Corp 1 288 475 15,74 54 889 20,97
2025-07-23 13F Prime Capital Investment Advisors, LLC 14 985 −80,70 638 −79,84
2025-08-07 13F Parkside Financial Bank & Trust 218 241 80,30 9 297 88,47
2025-08-13 13F International City Management Association Retirement Corp 161 660 0,00 6 887 4,51
2025-07-10 13F Exchange Traded Concepts, Llc 9 935 423
2025-07-29 13F Salomon & Ludwin, LLC 11 447 0,00 501 7,51
2025-08-29 13F Centaurus Financial, Inc. 13 764 −22,08 1
2025-08-14 13F Mml Investors Services, Llc 301 529 20,72 13 20,00
2025-07-14 13F Sowell Financial Services LLC 71 132 3,41 3 030 8,10
2025-08-05 13F Flynn Zito Capital Management, Llc 56 325 −4,34 2 399 0,00
2025-07-22 13F Keudell/Morrison Wealth Management 6 002 −15,37 256 −11,76
2025-08-08 13F Creative Planning 2 858 713 −5,23 121 781 −0,95
2025-08-13 13F Berkshire Asset Management Llc/pa 372 694 0,79 15 877 6,28
2025-08-14 13F Evergreen Capital Management Llc 5 016 214
2025-04-29 13F Financial Network Wealth Management LLC 2 566 0
2025-07-09 13F Sunpointe, LLC 6 684 −70,10 285 −68,83
2025-08-06 13F Walkner Condon Financial Advisors LLC 52 512 −18,00 2 237 −14,30
2025-07-22 13F Aspire Private Capital, LLC 79 412 92,25 3 383 100,95
2025-08-12 13F Bokf, Na 425 900 89 563,16 18 143 95 389,47
2025-08-19 13F National Asset Management, Inc. 29 676 −49,36 1 264 −51,98
2025-05-15 13F Beck Capital Management, Llc 0 −100,00 0
2025-08-14 13F Toroso Investments, LLC 114 466 87,42 4 876 95,90
2025-08-14 13F Arete Wealth Advisors, LLC 22 478 −51,49 1 −100,00
2025-08-13 13F Crescent Grove Advisors, LLC 38 017 −2,96 1 620 1,44
2025-08-08 13F Leicht Financial Planning & Wealth Management, Inc. 390 289 1,39 16 626 5,97
2025-07-14 13F Sterling Group Wealth Management, LLC 8 936 −18,84 381 −15,18
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-04-09 13F Hardin Capital Partners, LLC 0 −100,00 0
2025-08-04 13F Templeton & Phillips Capital Management, LLC 10 381 0,00 442 4,49
2025-08-06 13F AE Wealth Management LLC 70 660 23,66 3 010 29,30
2025-08-01 13F Rossby Financial, LCC 369 43,02 16 50,00
2025-05-14 13F Absolute Gestao de Investimentos Ltda. 0 −100,00 0
2025-08-04 13F WNY Asset Management, LLC 57 021 −28,33 2 429 −25,10
2025-07-25 13F NorthRock Partners, LLC 51 387 0,20 2 189 4,74
2025-08-14 13F Syon Capital Llc 29 360 −42,71 1 251 −40,13
2025-07-22 13F Red Tortoise LLC 977 4,83 42 7,89
2025-08-14 13F Ieq Capital, Llc 0 −100,00 0
2025-08-07 13F 49 Wealth Management, Llc 6 693 −94,12 285 −93,86
2025-07-15 13F Td Private Client Wealth Llc 4 133 9,28 176 14,29
2025-08-13 13F Congress Wealth Management LLC / DE / 596 772 −46,44 25 423 −44,02
2025-07-25 13F Fifth Third Wealth Advisors LLC 38 042 −11,64 1 621 −7,64
2025-08-11 13F Wealthspire Advisors, LLC 0 −100,00 0
2025-08-12 13F Richmond Investment Services, LLC 140 629 591,49 5 991 623,43
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