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

SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
US ˙ ARCA ˙ US78464A4094

Grundläggande statistik
Institutionella ägare 1213 total, 1205 long only, 3 short only, 5 long/short - change of 6,30% MRQ
Genomsnittlig portföljallokering 1.4541 % - change of 2,44% MRQ
Institutionella aktier (lång) 314 123 732 (ex 13D/G) - change of 13,04MM shares 4,33% MRQ
Institutionellt värde (lång) $ 28 876 655 USD ($1000)
Institutionellt ägande och aktieägare

SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF (US:SPYG) har 1213 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 314,184,044 aktier. Största aktieägare inkluderar LPL Financial LLC, Financial Engines Advisors L.L.C., Allworth Financial LP, Envestnet Asset Management Inc, Ameriprise Financial Inc, Morgan Stanley, Jpmorgan Chase & Co, Horizon Investments, LLC, Equitable Holdings, Inc., and Valmark Advisers, Inc. .

SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF (ARCA:SPYG) 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 17, 2025 is 103,28 / share. Previously, on September 18, 2024, the share price was 80,36 / share. This represents an increase of 28,52% over that period.

SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

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.

SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-14 13F Qube Research & Technologies Ltd 183 508 −31,90 17 492 −19,23
2025-07-23 13F Hager Investment Management Services, Llc 165 0,00 16 15,38
2025-08-05 13F Burney Co/ 60 507 29,48 5 768 53,58
2025-07-16 13F Ayalon Holdings Ltd. 12 122 0,00 1
2025-07-30 13F Wallace Advisory Group, LLC 13 177 −0,12 1 059 −8,63
2025-07-08 13F Choice Wealth Advisors, LLC 246 579 −2,07 23 504 16,15
2025-07-28 13F BRYN MAWR TRUST Co 4 316 −7,32 411 9,89
2025-08-26 NP Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares 43 510 −5,86 4 147 11,66
2025-07-28 13F RFG Advisory, LLC 829 241 −71,86 79 043 −66,62
2025-05-12 13F Beaumont Financial Advisors, LLC 0 −100,00 0
2025-07-14 13F Farmers & Merchants Investments Inc 449 0,00 43 16,67
2025-08-12 13F Steward Partners Investment Advisory, Llc 47 680 1,72 4 545 20,63
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 989 939 5,10 94 361 24,65
2025-07-24 13F JNBA Financial Advisors 244 412 2,37 23 297 21,41
2025-05-12 13F Financial Services Advisory Inc 0 −100,00 0
2025-06-03 13F/A First National Bank Of Omaha 8 067 −16,75 648 2,86
2025-08-08 13F Davies Financial Advisors, Inc. 5 242 500
2025-08-14 13F Coastal Bridge Advisors, LLC 22 961 62,74 1 904 110,98
2025-07-29 13F Orin Green Financial, LLC 10 961 0,00 1 045 28,10
2025-07-21 13F Montz Harcus Wealth Management LLC 2 993 285
2025-08-04 13F Integrity Alliance, Llc. 142 226 −35,54 13 557 −23,55
2025-08-14 13F Permanens Capital L.P. 0 −100,00 0
2025-07-18 13F SigFig Wealth Management, LLC 108 452 110,72 10 280 149,33
2025-08-04 13F Creekmur Asset Management LLC 625 0,00 60 18,00
2025-05-05 13F Montag A & Associates Inc 0 −100,00 0 −100,00
2025-07-18 13F Vicus Capital 224 198 7,49 21 371 27,48
2025-07-31 13F Carnegie Capital Asset Management, LLC 127 207 4,41 12 125 36,64
2025-07-09 13F Channel Wealth Llc 0 −100,00 0
2025-08-04 13F Spire Wealth Management 9 336 −25,35 890 −11,54
2025-08-01 13F Clark Asset Management, LLC 2 654 0,00 253 18,31
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares 10 977 −13,09 1 046 3,05
2025-07-17 13F PMG Wealth Management, Inc. 11 722 8,08 1 117 28,24
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) Short −534 −0,00 −51 19,05
2025-08-13 13F Providence Capital Advisors, LLC 913 87
2025-08-27 13F Barnes Wealth Management Group, Inc 15 847 8,02 1 511 28,07
2025-07-16 13F Twelve Points Wealth Management LLC 12 209 0,00 1 164 18,55
2025-08-14 13F D. E. Shaw & Co., Inc. 35 596 51,80 3 393 80,10
2025-08-15 13F Kestra Advisory Services, LLC 608 977 7,62 58 048 27,63
2025-05-13 13F BKD Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-08-13 13F First Trust Advisors Lp 7 675 732
2025-07-09 13F Breakwater Investment Management 88 0,00 8 14,29
2025-08-07 13F Future Fund LLC 2 810 268
2025-07-22 13F Marietta Wealth Management, LLC 32 297 0,00 3 079 18,61
2025-07-21 13F Fairvoy Private Wealth, LLC 2 694 0,00 257 18,52
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 39 373 −19,34 3 801 −3,14
2025-08-14 13F Prestige Wealth Management Group LLC 1 273 10,41 121 31,52
2025-08-14 13F Colony Group, LLC 143 327 1,16 13 662 19,97
2025-07-17 13F Vermillion Wealth Management, Inc. 269 −58,49 26 −51,92
2025-08-08 13F Avantax Advisory Services, Inc. 125 512 1,81 11 964 20,75
2025-08-12 13F Journey Strategic Wealth Llc 20 398 −9,38 1 944 7,46
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 9 179 4,77 738 −4,29
2025-08-13 13F Financial & Tax Architects, LLC 3 520 336
2025-08-08 13F Collaborative Wealth Managment Inc. 112 016 10,77 10 677 31,38
2025-07-25 13F Pandora Wealth, Inc. 6 430 0,00 613 18,60
2025-08-14 13F Hrt Financial Lp 28 161 3
2025-07-29 13F Stephens Inc /ar/ 8 592 25,61 819 49,00
2025-08-01 13F Bessemer Group Inc 2 021 2,64 0
2025-07-09 13F Fiduciary Alliance LLC 15 665 15,75 1 493 37,35
2025-08-05 13F J. W. Coons Advisors, LLC 3 820 0,00 364 18,57
2025-07-30 13F Klingman & Associates, LLC 716 008 3,85 68 250 23,16
2025-08-14 13F/A Rockefeller Capital Management L.P. 110 780 −6,84 10 560 10,48
2025-05-07 13F New Republic Capital, LLC 0 −100,00 0
2025-07-31 13F Moloney Securities Asset Management, LLC 55 569 −4,37 5 297 13,40
2025-08-01 13F First National Trust Co 1 202 302 13,16 114 603 34,21
2025-07-24 13F Mainstay Capital Management Llc /adv 1 086 545 92,35 103 569 128,13
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 705 0,14 67 19,64
2025-08-25 13F Fulcrum Equity Management 3 365 321
2025-08-06 13F Black Swift Group, LLC 671 263 −34,63 63 985 −22,47
2025-07-15 13F Evanson Asset Management, LLC 2 604 0,00 248 18,66
2025-08-12 13F Twin Focus Capital Partners, Llc 234 498 −3,29 22 352 14,70
2025-08-15 13F Tower Research Capital LLC (TRC) 1 632 2 575,41 156 3 000,00
2025-04-24 13F Beacon Financial Advisory LLC 0 −100,00 0
2025-08-01 13F Jericho Financial, Llp 19 174 0,66 1 828 19,41
2025-08-11 13F von Borstel & Associates, Inc. 2 633 −0,83 0
2025-08-14 13F GWM Advisors LLC 294 338 −10,28 28 056 6,41
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1 703 0,00 162 19,12
2025-07-24 13F Costello Asset Management, INC 835 0,00 80 17,91
2025-07-15 13F Marquette Asset Management, LLC 1 520 0,00 145 18,03
2025-07-23 13F Venturi Wealth Management, LLC 8 471 −3,91 807 13,98
2025-08-12 13F Global Retirement Partners, LLC 116 693 −11,72 11 123 −4,26
2025-07-31 13F Topsail Wealth Management, LLC 3 460 0,12 330 18,77
2025-07-30 13F Green Square Capital Advisors Llc 2 810 0,00 268 18,67
2025-08-06 13F Valtinson Bruner Financial Planning LLC 5 907 26,16 563 49,73
2025-08-06 13F Summit Investment Advisors, Inc. 17 708 −0,38 1 713 15,74
2025-07-31 13F/A Interchange Capital Partners, LLC 14 685 −1,68 1 400 16,58
2025-08-08 13F Advyzon Investment Management, LLC 6 637 501,72 633 618,18
2025-08-13 13F Fiduciary Group LLC 2 920 −13,38 278 2,96
2025-07-25 13F Concord Wealth Partners 130 922 −5,69 12 479 11,86
2025-07-21 13F Hudson Valley Investment Advisors Inc /adv 5 082 −6,49 484 11,01
2025-08-01 13F Rossby Financial, LCC 58 6
2025-07-28 13F Tower Wealth Partners, Inc. 202 481 1,49 19 300 20,37
2025-06-11 13F Fortitude Financial, LLC 82 544 0,50 6 634 −8,10
2025-07-11 13F Farther Finance Advisors, LLC 72 418 28,19 6 903 50,96
2025-08-13 13F Virtue Capital Management, LLC 5 705 −80,33 544 −76,67
2025-08-14 13F Money Concepts Capital Corp 32 813 −20,27 3 128 −5,44
2025-04-17 13F Acropolis Investment Management, LLC 0 −100,00 0
2025-07-03 13F City Center Advisors, LLC 73 943 −0,67 7 048 17,80
2025-08-11 13F Elite Financial, Inc. 112 762 −2,69 11 22,22
2025-08-14 13F Aqr Capital Management Llc 59 581 −0,73 5 679 17,75
2025-07-25 13F Community Bank, N.A. 6 293 −0,30 600 18,15
2025-07-09 13F Sawyer & Company, Inc 38 −89,08 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 5 600 −76,57 534 −72,24
2025-07-08 13F RMR Wealth Builders 4 304 10,30 410 30,99
2025-07-16 13F Octavia Wealth Advisors, LLC 1 031 905 −0,88 98 361 17,56
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 277 740 1 018,12 26 474 1 230,35
2025-07-09 13F VisionPoint Advisory Group, LLC 20 915 633,60 1 994 770,31
2025-07-21 13F Future Financial Wealth Managment LLC 973 −16,34 93 −1,08
2025-08-12 13F Jpmorgan Chase & Co 5 642 681 3,64 537 860 22,92
2025-08-13 13F Mount Yale Investment Advisors, LLC 358 726 −40,02 34 194 −28,86
2025-07-30 13F/A Old Point Trust & Financial Services N A 2 120 57,62 202 87,04
2025-08-12 13F Jaffetilchin Investment Partners, LLC 6 072 0,03 579 18,69
2025-07-08 13F Advance Capital Management, Inc. 23 754 −2,11 2 264 16,10
2025-08-11 13F Portside Wealth Group, LLC 201 456 5,93 19 203 25,63
2025-07-15 13F Boyd Wealth Management, LLC 129 102 −47,19 12 306 −37,36
2025-07-24 13F Antonelli Financial Advisors, LLC 0 −100,00 0
2025-07-10 13F Focus Financial Network, Inc. 7 426 8,44 708 28,55
2025-07-30 NP Northern Lights Fund Trust IV - Brookstone Active ETF 111 007 1,87 9 956 4,32
2025-08-27 NP FPACX - FPA Crescent Fund Short −59 768 −0,00 −5 697 18,61
2025-08-01 13F Shilanski & Associates, Inc. 110 591 2,07 10 542 21,05
2025-07-08 13F Parallel Advisors, LLC 3 116 7,93 297 28,02
2025-08-15 13F Truefg, Llc 471 980 0,97 44 989 19,75
2025-08-06 13F Csenge Advisory Group 4 717 −4,38 423 12,20
2025-07-21 13F Financial Council Asset Management Inc 81 206 2,00 7 741 20,98
2025-08-11 13F Private Advisor Group, LLC 2 444 532 −14,36 233 013 1,57
2025-07-03 13F Whitcomb & Hess, Inc. 371 449 −0,09 35 406 18,50
2025-08-12 13F Camden National Bank 19 018 14,29 1 813 35,53
2025-08-12 13F AlphaCore Capital LLC 12 312 36 111,76 1 174 58 550,00
2025-07-14 13F Cobblestone Asset Management LLC 103 271 −18,07 9 844 −2,83
2025-05-12 13F Sandy Cove Advisors, LLC 0 −100,00 0
2025-07-30 13F SkyOak Wealth, LLC 32 583 6,37 3 106 26,17
2025-08-05 13F Rockline Wealth Management, LLC 5 209 1,22 497 20,10
2025-08-13 13F Summit Financial, LLC 234 981 33,26 22 398 58,04
2025-07-16 13F Motive Wealth Advisors 82 939 25,54 7 906 48,90
2025-07-21 NP GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 2 300 559 0,00 206 337 2,40
2025-08-04 13F/A 626 Financial, LLC 8 542 0,00 814 18,66
2025-07-29 13F Ballast, Inc. 0 −100,00 0
2025-08-14 13F Tennessee Valley Asset Management Partners 11 108 31,04 1 059 55,36
2025-04-23 13F Sabal Trust CO 69 860 0,00 5 615 −8,57
2025-07-28 13F Frazier Financial Advisors, LLC 174 866,67 17 1 500,00
2025-07-15 13F Sightline Wealth Advisors, LLC 39 105 1,85 3 728 20,81
2025-07-21 13F Stock Yards Bank & Trust Co 2 693 −5,87 257 11,79
2025-08-11 13F Vanguard Group Inc 4 307 4,82 411 24,24
2025-08-08 13F Creative Planning 735 165 0,63 70 076 19,35
2025-08-14 13F Abound Financial, Llc 322 803 12,41 30 770 33,32
2025-08-06 13F Regimen Wealth, Llc 55 291 −28,96 5 270 −15,75
2025-08-04 13F Pensionmark Financial Group, Llc 52 479 −6,35 5 002 11,08
2025-07-22 13F Old National Bancorp /in/ 1 188 453 6,22 113 283 25,98
2025-07-16 13F John W. Brooker & Co., CPAs 8 963 −35,89 861 −23,33
2025-07-16 13F West Branch Capital LLC 10 −82,14 1 −100,00
2025-04-28 13F Capstone Wealth Management Group, Llc 0 −100,00 0
2025-07-16 13F Colton Groome Financial Advisors, Llc 41 795 1,09 3 984 17,49
2025-08-04 13F Hantz Financial Services, Inc. 37 −96,45 0
2025-08-18 13F Tyler-Stone Wealth Management 17 207 2,83 1 640 22,02
2025-07-24 13F Tandem Capital Management Corp /adv 5 720 −1,29 545 17,20
2025-07-24 13F Brandywine Oak Private Wealth Llc 265 168 −4,48 25 276 13,29
2025-08-13 13F VestGen Advisors, LLC 234 862 −9,02 22 435 8,13
2025-07-28 13F Axxcess Wealth Management, Llc 22 991 67,51 2 192 98,64
2025-04-29 13F Callan Capital, LLC 12 277 117,33 987 118,14
2025-08-18 13F N.E.W. Advisory Services LLC 26 383 −43,03 2 515 −32,44
2025-08-06 13F Bensler, LLC 2 103 200
2025-07-15 13F Oxinas Partners Wealth Management LLC 99 284 −0,25 9 464 18,30
2025-08-05 13F Dahring | Cusmano Llc 8 967 −0,53 855 17,96
2025-08-05 13F Sunburst Financial Group, LLC 351 980 4,16 33 551 23,54
2025-08-08 13F Emerald Investment Partners, Llc 33 042 −4,76 3 150 12,95
2025-04-23 13F Golden State Equity Partners 0 −100,00 0
2025-07-14 13F Opal Wealth Advisors, LLC 41 709 2,39 3 976 21,45
2025-08-05 13F Integrity Financial Corp /WA 374 0,81 36 20,69
2025-07-18 13F Founders Capital Management 87 445 2,59 8 335 21,68
2025-07-02 13F Waller Financial Planning Group, Inc 99 762 21,86 9 509 44,54
2025-08-05 13F Snider Financial Group 3 146 −6,79 300 10,33
2025-08-14 13F Diversify Advisory Services, LLC 264 533 19,67 26 530 46,38
2025-08-11 13F Bradley Foster & Sargent Inc/ct 2 773 −21,06 264 −6,38
2025-07-24 13F/A TFR Capital, LLC. 7 467 0,20 712 18,90
2025-07-30 13F Principle Wealth Partners Llc 7 277 0,00 694 18,66
2025-08-06 13F Valued Wealth Advisors LLC 212 0,00 20 17,65
2025-07-23 13F BankPlus Trust Department 289 0,00 28 17,39
2025-07-29 13F Fundamentun, Llc 3 042 −30,96 290 −18,08
2025-08-12 13F Leigh Baldwin & Co., Llc 8 229 −0,34 784 18,25
2025-08-12 13F Bokf, Na 3 007 81,69 287 115,04
2025-08-14 13F Synovus Financial Corp 23 409 3,12 2 232 22,37
2025-07-14 13F GAMMA Investing LLC 2 557 244
2025-08-13 13F Renaissance Technologies Llc 88 400 8 426
2025-07-16 13F Falcon Wealth Planning 2 583 −34,61 246 −22,40
2025-09-12 13F/A Valeo Financial Advisors, LLC 31 788 0,31 3 030 19,01
2025-08-08 13F KM Capital Management Ltd. 12 225 −16,45 1 165 −0,85
2025-08-12 13F Park Square Financial Group, LLC 456 338,46 43 437,50
2025-08-11 13F Tidemark, LLC 167 790 −6,74 15 994 10,60
2025-07-14 13F Park Avenue Securities Llc 50 171 5
2025-08-11 13F HighTower Advisors, LLC 2 315 195 4,89 220 684 24,40
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 218 219 −3,67 20 801 14,24
2025-07-14 13F Pacifica Partners Inc. 399 1 562,50 38 3 600,00
2025-07-30 13F Onyx Bridge Wealth Group LLC 15 985 −16,78 1 524 −1,30
2025-07-10 13F Uptown Financial Advisors LLC 49 410 11,36 4 710 32,09
2025-07-10 13F Tompkins Financial Corp 380 36
2025-08-04 13F AMG National Trust Bank 4 800 0,00 458 18,70
2025-08-15 13F Equitable Holdings, Inc. 5 352 760 −9,59 510 225 7,22
2025-07-24 13F Moseley Investment Management Inc 2 117 −33,82 202 −21,79
2025-07-22 13F Private Wealth Group, LLC 50 265 24,22 4 791 47,32
2025-08-14 13F LaSalle St. Investment Advisors, LLC 2 661 −69,82 0
2025-05-15 13F Concorde Asset Management, LLC 6 502 58,55 520 44,44
2025-08-12 13F Quadcap Wealth Management, LLC 14 180 −0,01 1 352 18,61
2025-08-12 13F Nemes Rush Group LLC 136 −52,94 13 −47,83
2025-08-13 13F Jones Financial Companies Lllp 414 289 136,34 39 272 179,61
2025-07-17 13F Stone Point Wealth LLC 48 630 116,45 4 635 156,79
2025-07-31 13F/A Avion Wealth 1 959 4,93 0
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Invesco Ltd. 16 311 −10,22 1 555 6,44
2025-07-31 13F Ballast Advisors Llc 2 991 0,84 285 19,75
2025-07-18 13F Pure Financial Advisors, Inc. 7 096 21,65 676 44,44
2025-08-12 13F Power Wealth Management Llc 120 766 2,30 11 511 21,33
2025-08-05 13F Scarborough Advisors, LLC 1 651 157
2025-07-17 13F City Holding Co 610 0,00 58 18,37
2025-07-25 13F We Are One Seven, LLC 38 945 81,78 3 712 115,69
2025-07-30 13F Whittier Trust Co 944 0,00 90 18,67
2025-07-25 13F waypoint wealth counsel 2 157 206
2025-04-23 13F Win Advisors, Inc 0 −100,00 0
2025-08-11 13F Perennial Investment Advisors, LLC 536 744 0,67 51 163 19,39
2025-08-08 13F Altfest L J & Co Inc 22 890 59,63 2 182 89,32
2025-07-10 13F Sovran Advisors, LLC 5 611 −50,71 534 −38,81
2025-08-13 13F Avestar Capital, LLC 151 573 25,25 14 448 48,54
2025-08-14 13F Diversify Wealth Management, Llc 576 325 7,09 57 800 31,00
2025-07-16 13F Rainier Family Wealth Inc 44 134 36,55 4 207 61,96
2025-07-25 13F Sovereign Financial Group, Inc. 11 073 −1,13 1 055 17,22
2025-07-15 13F Significant Wealth Partners LLC 9 811 935
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 3 347 0,00 319 9,25
2025-07-30 13F Strategic Blueprint, LLC 41 867 1,14 3 991 19,96
2025-07-10 13F Signal Advisors Wealth, LLC 124 160 93,85 11 835 129,92
2025-08-07 13F CENTRAL TRUST Co 1 227 0,00 117 18,37
2025-08-14 13F Bnp Paribas Arbitrage, Sa 20 731 690 933,33 1 976
2025-07-08 13F GK Wealth Management LLC 2 879 0,35 274 19,13
2025-07-07 13F Investors Research Corp 193 132 7,90 18 409 27,97
2025-07-15 13F Graypoint LLC 74 994 −1,93 7 148 16,32
2025-08-14 13F Peak Asset Management, LLC 2 833 0,00 270 18,94
2025-08-14 13F Headlands Technologies LLC 230 −92,38 22 −91,32
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-12 13F Horizon Financial Services, Llc 201 395 0,96 19 197 19,74
2025-07-09 13F First Financial Corp /in/ 15 032 0,00 1 433 18,54
2025-08-14 13F Byrne Financial Freedom, Llc 28 974 1,13 2 762 19,94
2025-04-23 13F Sunesis Advisors, LLC 12 221 0,00 982 −8,57
2025-08-07 13F PFG Advisors 65 525 343,07 6 246 425,67
2025-08-08 13F Strategies Wealth Advisors, LLC 4 655 −11,25 444 5,23
2025-07-07 13F Insight Wealth Strategies, LLC 3 592 0,14 339 17,36
2025-07-21 13F Sage Financial Management Group, Inc. 124 068 −8,48 12 10,00
2025-08-13 13F Wellspring Financial Advisors, LLC 81 406 −2,66 7 760 15,44
2025-08-11 13F Brown Brothers Harriman & Co 556 0,00 53 18,18
2025-08-12 13F Calton & Associates, Inc. 7 464 0,89 711 19,70
2025-08-15 13F Morgan Stanley 8 215 054 7,21 783 059 27,15
2025-07-08 13F Apella Capital, LLC 3 383 323
2025-05-28 NP MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class Short −10 −1
2025-07-22 13F Financial Insights, Inc. 0 −100,00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-04 13F L.m. Kohn & Company 16 621 −12,96 1 584 3,26
2025-08-13 13F Beacon Pointe Advisors, LLC 57 003 −38,74 5 434 −27,35
2025-08-18 13F Goodman Advisory Group, LLC 192 880 2 642,89 18 385 3 153,98
2025-06-26 NP HF - DGA Absolute Return ETF 32 829 −4,12 2 692 −12,86
2025-04-10 13F Bremer Bank National Association 5 508 1,23 443 −7,53
2025-08-06 13F Cannon Financial Strategists, Inc. 818 956 0,23 78 063 18,87
2025-08-07 13F Sanchez Wealth Management Group 132 820 3,85 12 660 23,18
2025-07-22 13F Three Bridge Wealth Advisors, LLC 18 200 0,00 1 735 18,60
2025-08-04 13F Assetmark, Inc 139 279 26,41 13 276 49,94
2025-07-30 13F Drive Wealth Management, Llc 12 610 8,73 1 202 28,97
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 2 998 −4,46 286 13,10
2025-07-18 13F RKL Wealth Management LLC 36 258 0,88 3 456 19,67
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 562 712 −5,22 54 060 13,29
2025-08-05 13F Marion Wealth Management 80 757 1,69 7 698 20,60
2025-07-14 13F AdvisorNet Financial, Inc 11 391 11,16 1 086 31,83
2025-08-06 13F First Horizon Advisors, Inc. 14 201 13,64 1 354 34,76
2025-08-12 13F O'shaughnessy Asset Management, Llc 29 019 −10,60 2 766 6,06
2025-08-08 13F/A Ignite Planners, LLC 16 796 −2,31 1 634 14,52
2025-08-11 13F Dorsey & Whitney Trust CO LLC 3 221 −6,50 307 11,23
2025-08-07 13F Resources Investment Advisors, LLC. 7 627 −0,61 727 18,02
2025-07-31 13F BIP Wealth, LLC 151 763 28,94 14 466 52,93
2025-08-13 13F Cerity Partners LLC 77 056 10,00 7 345 30,44
2025-08-13 13F Truvestments Capital Llc 863 0,00 82 18,84
2025-08-12 13F Cornerstone Wealth Management, LLC 159 329 3,94 15 187 23,28
2025-07-08 13F Canandaigua National Trust Co of Florida 60 250 12,88 5 743 33,90
2025-05-14 13F Keeley-Teton Advisors, LLC 3 750 0,00 301 −8,51
2025-08-14 13F MGB Wealth Management, LLC 2 672 0,45 255 19,25
2025-07-08 13F First National Corp /ma/ /adv 3 119 0,00 297 18,80
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 27 3
2025-08-07 13F Addison Advisors LLC 71 7
2025-07-23 13F Eagle Strategies LLC 274 452 −0,91 26 161 17,52
2025-07-22 13F Foguth Wealth Management, LLC. 106 436 60,21 10 145 90,02
2025-07-17 13F Independence Bank of Kentucky 1 815 0,00 173 19,31
2025-08-13 13F Capital Group Private Client Services, Inc. 3 886 −0,92 370 17,46
2025-08-14 13F Raymond James Financial Inc 3 825 697 3,02 364 665 22,18
2025-08-13 13F Northern Trust Corp 43 383 −1,69 4 135 16,61
2025-07-14 13F ABLE Financial Group, LLC 12 296 313,87 1 172 392,44
2025-07-09 13F Key Client Fiduciary Advisors, LLC 4 264 16,85 406 38,57
2025-08-08 13F Flaharty Asset Management, LLC 137 −60,86 13 −53,57
2025-08-12 13F SlateStone Wealth, LLC 2 210 0
2025-08-14 13F Systematic Alpha Investments, LLC 70 000 0,00 6 672 18,61
2025-08-05 13F Integrity Wealth Solutions LLC 27 428 −0,55 2 614 17,96
2025-08-15 13F First Heartland Consultants, Inc. 212 144 3,52 20 222 22,78
2025-07-23 13F REAP Financial Group, LLC 3 0,00 0
2025-08-14 13F Wilkins Miller Wealth Management, LLC 30 783 23,54 2 934 46,55
2025-07-31 13F Oppenheimer & Co Inc 71 260 837,14 6 793 1 011,62
2025-09-17 13F/A Bank Julius Baer & Co. Ltd, Zurich 0 −100,00 0 −100,00
2025-07-22 13F Coastal Investment Advisors, Inc. 5 638 34,72 537 59,82
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-07-18 13F Trust Co Of Vermont 215 0,00 20 17,65
2025-05-02 13F Capital A Wealth Management, LLC 38 −36,67 3 −40,00
2025-08-14 13F Clark Capital Management Group, Inc. 1 085 277 10 781,06 103 449 12 814,86
2025-04-17 13F Tcfg Wealth Management, Llc 0 −100,00 0
2025-07-16 13F Crown Wealth Group, LLC 3 040 2,88 290 21,94
2025-07-22 13F Diligent Investors, LLC 179 826 0,49 17 141 19,18
2025-08-12 13F Asset Management Group, Inc. 56 074 −3,08 5 345 14,95
2025-08-08 13F Financial Gravity Companies, Inc. 157 950 13,12 15 056 22,67
2025-07-28 13F Copia Wealth Management 1 263 0,32 120 18,81
2025-08-06 13F ETF Store, Inc. 3 237 0,06 309 18,92
2025-07-09 13F Berkshire Bank 8 289 −15,32 790 0,51
2025-07-15 13F Oregon Pacific Wealth Management, LLC 3 024 288
2025-08-12 13F Change Path, LLC 53 090 64,39 5 061 94,99
2025-08-14 13F Abbot Financial Management, Inc. 4 250 0,00 405 18,77
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 60 814 17,91 5 797 39,83
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 660 474 −7,49 63 8,77
2025-08-25 13F/A Promus Capital, LLC 99 664 −12,49 9 500 3,79
2025-08-13 13F ESL Trust Services, LLC 640 595 2,52 61 062 21,59
2025-07-21 13F Quent Capital, LLC 107 889 −9,93 10 284 6,81
2025-08-08 13F Cetera Investment Advisers 2 702 340 21,23 257 587 43,79
2025-08-13 13F Capital Analysts, Inc. 152 537 2,93 15 27,27
2025-07-22 13F USAdvisors Wealth Management, LLC 51 862 2,87 5 0,00
2025-08-12 13F TCP Asset Management, LLC 4 573 3,37 436 22,54
2025-04-15 13F Collier Financial 221 450 17 798
2025-08-11 13F McDonough Capital Management, Inc 5 365 −0,06 511 18,56
2025-07-22 13F Iron Horse Wealth Management, LLC 7 969 −1,43 760 16,95
2025-08-26 NP Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares 136 732 −1,24 13 033 17,14
2025-08-13 13F Loomis Sayles & Co L P 7 331 −51,59 699 69 700,00
2025-08-14 13F DRW Securities, LLC 3 210 306
2025-07-07 13F RDA Financial Network 43 964 2,51 4 191 21,59
2025-08-13 13F StoneX Group Inc. 3 008 287
2025-08-06 13F Prospera Financial Services Inc 8 474 −3,90 808 13,98
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-08-04 13F 4wealth Advisors, Inc. 7 724 0,88 736 19,67
2025-07-29 13F Elevation Capital Advisory, LLC 37 958 3 618
2025-08-12 13F Absolute Capital Management, LLC 2 197 209
2025-08-06 13F Paladin Advisory Group, LLC 4 740 −3,40 452 14,47
2025-07-30 13F Exencial Wealth Advisors, Llc 7 678 −0,63 732 17,71
2025-08-06 13F Maltin Wealth Management, Inc. 2 902 2,80 277 22,12
2025-08-15 13F Asset Allocation Strategies LLC 126 183 29,79 12 028 53,94
2025-04-14 13F IMC-Chicago, LLC 0 −100,00 0
2025-07-17 13F Tempus Wealth Planning, LLC 12 335 −6,68 1 176 10,64
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 75 804 −13,00 7 226 3,17
2025-08-15 13F Fsb Premier Wealth Management, Inc. 8 371 9,83 798 30,23
2025-07-17 13F Sage Rhino Capital Llc 2 771 0,00 264 18,92
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 14 345 1 367
2025-08-14 13F BLKBRD Asset Management, LP 0 −100,00 0
2025-07-17 13F Smith Anglin Financial, LLC 7 346 −9,53 700 7,36
2025-08-05 13F GPS Wealth Strategies Group, LLC 50 577 4,00 4 821 23,34
2025-07-11 13F Diversified Trust Co 27 164 2 589
2025-07-28 13F Twin Tree Management, LP Call 0 −100,00 0
2025-07-31 13F Auour Investments LLC 74 399 −1,19 7 092 14,85
2025-05-19 13F Alpha DNA Investment Management LLC 0 −100,00 0 −100,00
2025-08-06 13F Moors & Cabot, Inc. 3 383 0,39 322 19,26
2025-07-17 13F Hamilton Capital Partners, Llc 55 214 1,46 5 263 20,35
2025-08-14 13F Benjamin Edwards Inc 648 806 −13,99 61 844 2,01
2025-08-04 13F Arkadios Wealth Advisors 9 165 11,06 874 31,67
2025-07-28 13F Nvest Financial, LLC 43 585 21,47 4 155 44,09
2025-07-11 13F Lantz Financial LLC 10 670 −0,71 1 017 17,84
2025-08-13 13F Colonial Trust Co / SC 1 548 0,00 148 18,55
2025-07-01 13F Confluence Investment Management Llc 272 594 −18,93 25 984 −3,85
2025-04-14 13F Strategic Wealth Designers 0 −100,00 0 −100,00
2025-07-07 13F Somerset Trust Co 5 778 −10,20 551 6,38
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-05-14 13F Caitlin John, LLC Put 0 −100,00 0
2025-08-07 13F Allworth Financial LP 11 348 851 1,17 1 081 773 20,00
2025-08-01 13F Brookwood Investment Group LLC 26 303 10,18 2 507 30,71
2025-04-28 13F Boulder Wealth Advisors, LLC 41 549 3,03 3 339 −5,78
2025-07-18 13F CHURCHILL MANAGEMENT Corp 14 215 4,99 1 355 24,45
2025-08-12 13F Ameritas Investment Partners, Inc. 2 170 0,00 207 18,39
2025-05-15 13F/A Orion Portfolio Solutions, LLC 69 139 −95,23 5 557 −95,64
2025-07-25 13F Prostatis Group LLC 4 398 −16,45 419 −0,95
2025-08-14 13F Comerica Bank 60 998 7,71 5 814 27,75
2025-05-01 13F Lane & Associates LLC 158 500 6,88 12 739 −4,77
2025-07-15 13F World Equity Group, Inc. 16 551 −30,03 1 578 −17,04
2025-07-17 13F Greenleaf Trust 5 287 0,00 504 18,63
2025-07-18 13F Truist Financial Corp 2 059 594 662,06 196 320 803,83
2025-08-13 13F MBM Wealth Consultants, LLC 36 841 0,79 3 512 19,54
2025-08-14 13F Toroso Investments, LLC 23 783 −26,05 2 267 −12,31
2025-08-14 13F TCG Advisory Services, LLC 11 388 −18,79 1 085 −3,73
2025-07-24 13F Wealth Management Resources, Inc. 302 359 0,65 28 821 19,38
2025-08-01 13F Milestone Asset Management Group, LLC 33 931 18,07 3 234 40,06
2025-05-15 13F CAPROCK Group, Inc. 29 687 −0,07 2 386 −8,66
2025-07-23 13F Trueblood Wealth Management, LLC 2 200 210
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-07-14 13F Harbor Group, Inc. 194 156 2,23 18 507 21,24
2025-08-01 13F Belvedere Trading LLC Call 0 −100,00 0
2025-07-10 13F Baker Tilly Financial, Llc 23 856 −22,21 2 274 −7,75
2025-07-10 13F Atticus Wealth Management, Llc 39 169 −2,97 3 734 15,07
2025-08-27 13F/A Brinker Capital Investments, LLC 467 240 575,80 44 537 701,60
2025-08-11 13F Western Wealth Management, LLC 365 662 9,68 34 855 30,08
2025-07-17 13F Hanson & Doremus Investment Management 234 0,00 0
2025-07-24 13F Ronald Blue Trust, Inc. 2 280 4,01 217 23,30
2025-08-08 13F Foundations Investment Advisors, LLC 40 630 −4,91 3 873 12,75
2025-08-14 13F Murphy & Mullick Capital Management Corp 1 299 0,00 128 23,08
2025-08-04 13F Flagship Harbor Advisors, Llc 959 536 5,36 91 463 24,96
2025-08-14 13F Harwood Advisory Group, LLC 51 311 −3,71 4 891 4,40
2025-07-14 13F Occidental Asset Management, LLC 78 441 0,76 7 477 19,52
2025-08-14 13F Snowden Capital Advisors LLC 7 928 −3,52 756 14,39
2025-07-30 13F Probity Advisors, Inc. 130 127 3,12 12 404 22,31
2025-07-22 13F Willner & Heller, Llc 8 933 −3,02 851 15,00
2025-08-12 13F Coston, McIsaac & Partners 935 0,00 0
2025-07-23 13F Nbt Bank N A /ny 127 −27,84 12 −14,29
2025-07-24 13F Stiles Financial Services Inc 3 732 −5,81 356 11,64
2025-07-29 13F Quotient Wealth Partners, LLC 3 626 169 0,39 345 646 19,06
2025-08-04 13F Bristlecone Advisors, LLC 74 537 2,86 7 105 22,00
2025-08-13 13F Alerus Financial Na 17 2
2025-08-14 13F Beaird Harris Wealth Management, LLC 51 0,00 5 0,00
2025-07-16 13F FCG Investment Co 40 145 1,92 3 827 20,88
2025-08-14 13F Certified Advisory Corp 11 347 −2,87 1 082 15,25
2025-08-08 13F Fortis Group Advisors, LLC 95 956 2 423,83 9 457 3 000,66
2025-07-09 13F Reyes Financial Architecture, Inc. 3 058 0,00 291 18,78
2025-07-22 13F Simplicity Wealth,LLC 35 441 88,20 3 378 123,27
2025-08-06 13F Founders Financial Securities Llc 723 607 5,47 68 974 23,45
2025-08-12 13F Prudential Financial Inc 1 195 346 −0,53 113 940 17,98
2025-08-01 13F Oarsman Capital, Inc. 475 148 7,62 45 291 27,65
2025-07-25 NP SNPG - Xtrackers S&P 500 Growth ESG ETF 100 −92,64 9 −93,22
2025-08-13 13F Johnson Financial Group, Inc. 2 700 125,38 257 167,71
2025-07-30 13F Financial Perspectives, Inc 56 0,00 5 25,00
2025-08-04 13F Bridgewealth Advisory Group, LLC 111 746 494,49 10 652 605,36
2025-07-17 13F RBA Wealth Management, LLC 3 915 1,37 373 20,32
2025-05-02 13F Cable Hill Partners, LLC 6 975 0,00 572 −6,85
2025-08-29 13F Evolution Wealth Management Inc. 1 613 154
2025-08-01 13F Wealth Watch Advisors, INC 63 160 6 020
2025-08-13 13F Baird Financial Group, Inc. 100 136 −0,93 9 545 17,49
2025-07-09 13F Breakwater Capital Group 102 336 −0,07 9 755 18,52
2025-07-10 13F Financial Management Network Inc 5 285 0,17 508 32,03
2025-07-16 13F Stephenson National Bank & Trust 663 0,00 63 18,87
2025-08-26 NP Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares 28 483 −8,29 2 715 8,73
2025-08-07 13F Winch Advisory Services, LLC 943 0,11 90 18,67
2025-08-15 13F Morse Asset Management, Inc 116 0,00 11 22,22
2025-08-04 13F ArborFi Advisors, LLC 118 372 3,43 11 283 22,68
2025-05-01 13F Schechter Investment Advisors, LLC 9 054 −25,22 728 −31,67
2025-08-04 13F Saxony Capital Management, LLC 31 813 104,45 3 032 142,56
2025-04-22 13F Breakthru Advisory Services, Llc 0 −100,00 0
2025-08-12 13F Franklin Resources Inc 31 288 132,45 2 982 175,86
2025-05-05 13F Lindbrook Capital, Llc 651 0,00 52 −8,77
2025-08-12 13F Tradition Wealth Management, LLC 22 183 18,08 2 114 40,09
2025-08-13 13F Measured Wealth Private Client Group, LLC 70 304 −7,19 6 701 10,09
2025-08-05 13F MidAtlantic Capital Management, Inc. 51 988 0,73 4 955 19,46
2025-07-02 13F Michael S. Ryan, Inc. 221 879 82,01 21 149 115,87
2025-08-08 13F Wrapmanager Inc 157 522 −3,41 15 015 14,56
2025-08-14 13F Sherman Asset Management, Inc. 3 229 7,45 308 27,39
2025-08-14 13F Great Valley Advisor Group, Inc. 309 567 6,86 29 507 26,74
2025-07-22 13F Alta Wealth Advisors LLC 292 109 0,14 27 844 18,76
2025-08-12 13F Manchester Capital Management LLC 25 0,00 2 0,00
2025-08-06 13F Sage Advisory Services, Ltd.Co. 186 601 17 787
2025-07-17 13F Delta Capital Management Llc 4 000 0,00 0
2025-08-12 13F Gladstone Institutional Advisory LLC 321 211 11,18 30 618 31,86
2025-07-16 13F Eagle Global Advisors Llc 4 030 −21,06 384 −6,34
2025-07-18 13F Marks Wealth, LLC 425 227 40 533
2025-08-14 13F Two Sigma Investments, Lp 684 400 161,92 65 237 210,65
2025-04-15 13F Transform Wealth, LLC 70 089 −3,21 5 633 −11,50
2025-08-13 13F Dynamic Wealth Strategies, LLC 29 142 −46,20 2 778 −36,20
2025-04-15 13F Members Wealth Llc 82 390 5,21 6 622 −7,05
2025-08-05 13F Summit Investment Advisory Services, LLC 17 714 −44,76 1 689 −34,50
2025-08-07 13F Verus Capital Partners, Llc 317 740 1,45 30 287 20,32
2025-07-22 13F Confluence Wealth Services, Inc. 10 468 0,56 998 22,48
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-08-04 13F Family Wealth Group, LLC 3 978 379
2025-08-08 13F Good Life Advisors, LLC 485 371 −0,41 46 266 18,11
2025-08-14 13F Inspire Trust Co, N.a. 3 507 −84,82 334 −82,00
2025-08-14 13F Moneta Group Investment Advisors Llc 26 046 16,26 2 483 37,89
2025-07-17 13F KWB Wealth 1 103 542 −3,61 88 692 −11,86
2025-08-14 13F Mariner, LLC 1 285 569 1,16 122 539 19,98
2025-07-09 13F Fragasso Group Inc. 15 558 −14,60 1 483 1,23
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 403 939 0,78 38 503 19,53
2025-08-08 13F Capital Investment Advisory Services, LLC 3 142 1,78 300 20,56
2025-07-22 13F Gemmer Asset Management LLC 2 275 217
2025-07-30 13F Caliber Wealth Management, LLC / KS 2 463 −22,69 235 −8,59
2025-08-06 13F/A Three Cord True Wealth Management, LLC 240 937 7,31 22 966 27,28
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 772 0,00 62 −7,46
2025-07-15 13F Retirement Income Solutions, Inc 36 812 −3,59 3 509 14,34
2025-08-04 13F Quaker Wealth Management, LLC 301 29
2025-07-22 13F Echo Wealth Management, LLC 60 625 3,24 5 779 22,44
2025-07-11 13F Prosperity Planning, Inc. 10 529 −0,14 1 004 18,42
2025-08-14 13F Warren Averett Asset Management, LLC 786 880 1,43 75 005 20,29
2025-08-18 13F/A National Bank Of Canada /fi/ 1 981 59,24 189 89,90
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 2 577 1,18 246 20,10
2025-08-14 13F Gen-Wealth Partners Inc 700 0,00 67 17,86
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 226 129 −31,60 21 555 −19,46
2025-07-14 13F Armstrong Advisory Group, Inc 918 −11,82 87 −4,40
2025-07-28 13F Courier Capital Llc 495 785 7,06 47 258 26,97
2025-07-31 13F WFA Asset Management Corp 245 689 −12,94 19 687 −4,63
2025-07-14 13F Rooted Wealth Advisors, Inc. 152 287 6,41 14 595 40,77
2025-08-06 13F Destiny Capital Corp/CO 356 247 4,94 33 957 24,46
2025-07-31 13F AlTi Global, Inc. 3 226 0,06 307 18,53
2025-08-13 13F Rosenblum Silverman Sutton S F Inc /ca 6 925 16,78 660 38,66
2025-07-16 13F Meridian Financial, LLC 22 114 9,12 2 108 29,42
2025-07-24 13F Us Bancorp \de\ 41 005 −33,95 3 909 −21,67
2025-08-13 13F Hsbc Holdings Plc 97 537 94,95 9 297 131,21
2025-07-29 13F Tradewinds Capital Management, LLC 20 582 −93,91 1 962 −92,79
2025-07-29 13F Regions Financial Corp 2 938 −32,01 280 −19,31
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 5 552 146,43 529 192,27
2025-07-24 13F Coordinated Financial Services, Inc. 3 537 −28,96 337 −22,88
2025-07-18 13F Cooper Financial Group 53 913 −14,93 5 139 0,90
2025-08-14 13F STAR Financial Bank 2 864 −13,29 273 2,64
2025-08-08 13F Meridian Wealth Management, LLC 63 937 −2,59 6 094 15,55
2025-07-28 13F WealthPlan Investment Management, LLC 76 864 58,30 7 327 87,75
2025-08-01 13F Advisory Alpha, LLC 3 381 658 3,61 322 340 23,17
2025-07-22 13F MBL Wealth, LLC 37 813 3 604
2025-08-12 13F CIBC Private Wealth Group, LLC 299 171 16,82 28 517 55,03
2025-08-13 13F Denver Wealth Management, Inc. 69 483 −0,87 6 623 17,58
2025-08-11 13F Synergy Investment Management, LLC 100 840 4,39 9 612 23,82
2025-08-14 13F Sargent Investment Group, LLC 210 279 −3,74 20 820 18,59
2025-07-16 13F MKT Advisors LLC 21 175 4,71 1 997 35,67
2025-08-05 13F Mma Asset Management Llc 264 362 −15,58 25 199 0,12
2025-08-15 13F/A Rakuten Securities, Inc. 310 43,52 30 70,59
2025-07-17 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-07-25 13F Ccg Wealth Management, Llc 219 123 −0,25 20 887 18,31
2025-07-14 13F Buska Wealth Management, LLC 464 484 5,23 44 275 24,80
2025-07-25 13F Richardson Financial Services Inc. 660 62
2025-08-08 13F Fusion Capital, LLC 5 231 0,08 499 18,57
2025-08-14 13F Sentinus, LLC 8 840 843
2025-07-29 13F Swmg, Llc 11 722 106,59 1 159 150,87
2025-08-12 13F OneAscent Financial Services LLC 16 972 −5,56 2 0,00
2025-08-13 13F GeoWealth Management, LLC 2 075 −84,38 198 −81,54
2025-07-16 13F Northern Oak Wealth Management Inc 123 141 5,86 11 738 25,54
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 84 900 0,14 8 093 18,77
2025-07-15 13F Colonial River Wealth Management, LLC 5 924 569
2025-08-06 13F Able Wealth Management LLC 55 029 1 697,16 5 245 2 032,11
2025-07-17 13F Beacon Capital Management, LLC 4 169 39,99 397 66,11
2025-08-12 13F Associated Banc-corp 0 −100,00 0
2025-08-13 13F Luminist Capital LLC 663 0,00 63 16,98
2025-08-13 13F Mayfair Advisory Group, LLC 3 468 0,73 344 24,64
2025-07-30 13F Crewe Advisors LLC 886 386,81 84 500,00
2025-08-08 13F IMA Wealth, Inc. 6 932 24,12 661 47,32
2025-08-12 13F Guerra Advisors Inc 6 517 33,41 621 58,42
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-04 13F Savvy Advisors, Inc. 39 826 11,20 3 796 31,90
2025-07-30 13F Syntegra Private Wealth Group, LLC 1 301 740 3,00 124 082 22,16
2025-07-22 13F Plimoth Trust Co Llc 2 627 −0,76 250 17,92
2025-07-17 13F Sound Income Strategies, LLC 1 659 35,32 158 61,22
2025-08-12 13F Maripau Wealth Management Llc 2 774 259
2025-04-22 13F Shum Financial Group, Inc. 30 312 0,30 2 436 −8,28
2025-08-12 13F Howe & Rusling Inc 1 246 69,52 119 100,00
2025-07-29 13F Chicago Partners Investment Group LLC 28 274 13,14 2 768 32,52
2025-08-13 13F Cary Street Partners Financial Llc 168 757 −4,75 16 086 12,96
2025-07-08 13F Nbc Securities, Inc. 20 334 302,02 2
2025-07-10 13F YHB Investment Advisors, Inc. 47 481 3,97 4 525 23,27
2025-08-01 NP APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A 27 665 34,17 2 637 59,14
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 9 900 −84,06 944 −81,10
2025-08-07 13F Altman Advisors, Inc. 84 115 14,94 1 165 11,28
2025-07-23 13F Laraway Financial Inc 2 898 0,03 276 18,97
2025-08-04 13F Buck Wealth Strategies, LLC 23 611 −0,89 2 251 17,55
2025-08-12 13F XTX Topco Ltd 3 868 369
2025-08-18 13F/A Kestra Investment Management, LLC 2 203 650 1,06 210 052 19,86
2025-07-22 13F Valpey Financial Services, LLC 7 461 711
2025-07-31 13F Hobart Private Capital, LLC 165 223 −15,79 15 749 −0,12
2025-08-13 13F Vance Wealth, Inc. 26 677 −8,17 2 543 8,91
2025-07-17 13F Janney Montgomery Scott LLC 592 524 −28,93 56 −16,42
2025-07-23 13F Valmark Advisers, Inc. 4 592 176 −3,21 437 726 14,80
2025-08-11 13F Principal Securities, Inc. 227 380 −67,40 21 674 −64,65
2025-07-28 13F Rik Saylor Financial, Inc. 16 194 −0,03 1 544 18,60
2025-04-23 13F WoodTrust Financial Corp 0 −100,00 0
2025-08-12 13F Investments & Financial Planning, LLC 374 028 1,27 35 652 20,11
2025-07-30 13F TFB Advisors LLC 11 566 3,39 1 102 22,58
2025-08-04 13F Horizon Wealth Management, LLC 222 618 −0,98 21 220 17,43
2025-07-18 13F Warren Street Wealth Advisors, LLC 6 659 3,02 635 22,16
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 216 341 3,08 20 622 22,25
2025-08-11 13F Arrow Financial Corp 4 842 0,00 462 18,51
2025-08-05 13F Huntington National Bank 1 236 −9,98
2025-07-23 13F Independent Solutions Wealth Management, LLC 2 239 213
2025-07-24 13F MFA Wealth Services 2 183 208
2025-08-14 13F UBS Group AG 4 262 778 11,05 406 328 31,71
2025-08-12 13F BlackRock, Inc. 59 058 1 007,20 5 629 1 215,19
2025-08-13 13F Nbw Capital Llc 5 507 −21,27 525 −6,76
2025-08-14 13F Graney & King, LLC 236 796 −0,71 22 571 17,76
2025-08-08 13F Oak Harvest Investment Services 77 223 −7,87 7 361 9,26
2025-07-08 13F Goldstone Financial Group, LLC 159 160 −0,61 15 290 18,81
2025-08-04 13F Crescent Sterling, Ltd. 6 525 −21,89 622 −7,45
2025-07-15 13F Norden Group Llc 44 887 20,83 4 279 43,32
2025-08-14 13F Redwood Investment Management, Llc 305 181 70,08 29 107,14
2025-07-22 13F Relyea Zuckerberg Hanson LLC 88 631 −2,61 8 448 15,50
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 75 740 −1,73 7 219 16,55
2025-07-29 13F Latitude Advisors, LLC 17 305 1,02 1 649 19,84
2025-08-11 13F Mach-1 Financial Group, Inc. 9 045 −6,25 862 11,23
2025-07-29 13F Spirit Of America Management Corp/ny 831 −36,81 81 −22,86
2025-08-04 13F BLB&B Advisors, LLC 0 −100,00 0
2025-08-13 13F SCS Capital Management LLC 1 836 568 2,41 175 062 21,47
2025-08-14 13F Summit Trail Advisors, Llc 12 037 −4,54 1 147 13,23
2025-08-12 13F Jacobi Capital Management LLC 6 075 6,21 579 26,14
2025-08-14 13F LWM Advisory Services, LLC 13 714 −4,25 1 307 13,55
2025-07-07 13F Bangor Savings Bank 101 0,00 10 12,50
2025-07-16 13F Diversified Enterprises, LLC 7 033 −18,05 670 −2,76
2025-08-05 13F Magnolia Capital Advisors Llc 17 951 32,36 1 711 57,12
2025-07-07 13F Centurion Wealth Management LLC 3 794 −33,66 362 −28,09
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 4 501 −4,23 429 13,79
2025-05-13 13F Paradigm Financial Partners, Llc 0 −100,00 0
2025-07-17 13F CWA Asset Management Group, LLC 29 000 −0,56 2 764 17,97
2025-08-13 13F Cresset Asset Management, LLC 20 735 32,32 1 977 56,95
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 1 578 456 10,77 150 458 31,38
2025-07-09 13F LifePlan Financial, LLC 93 718 −1,35 8 933 17,00
2025-07-18 13F Lowery Thomas, Llc 29 673 −0,85 2 828 17,59
2025-05-16 13F Coordinated Financial Services, Inc./CO 3 354 −32,97 270 −32,75
2025-07-23 13F Gentry Private Wealth, Llc 19 683 −13,53 1 876 2,57
2025-07-24 13F Greenwood Gearhart Inc 60 065 −26,12 5 725 −12,38
2025-08-07 13F Meeder Advisory Services, Inc. 0 −100,00 0
2025-08-13 13F Willis Johnson & Associates, Inc. 2 441 746 4,41 232 747 23,84
2025-08-13 13F Townsquare Capital Llc 285 224 −93,22 27 188 −91,96
2025-08-13 13F Smith, Moore & Co. 3 213 0,09 306 19,07
2025-08-07 13F 1st Source Bank 91 697 1,06 8 741 19,86
2025-08-13 13F AMJ Financial Wealth Management 17 999 0,76 1 716 19,51
2025-07-25 13F Verdence Capital Advisors LLC 9 874 −26,02 941 −12,22
2025-08-13 13F IAG Wealth Partners, LLC 116 603 53,78 11 115 82,41
2025-07-14 13F Financial Enhancement Group LLC 53 278 −0,10 5 106 25,27
2025-07-17 13F Oakworth Capital, Inc. 225 0,00 21 16,67
2025-07-14 13F Infinity Wealth Counsel, LLC 3 000 0,00 286 18,26
2025-05-13 13F Quantbot Technologies LP 0 −100,00 0
2025-07-23 13F Winthrop Advisory Group LLC 35 081 5,13 3 344 24,69
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 36 154 1,44 3 50,00
2025-07-21 13F Wallington Asset Management, LLC 7 580 −9,00 723 7,92
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 403 403 −0,95 38 452 17,48
2025-07-08 13F Lowe Wealth Advisors, LLC 1 078 0,00 103 18,60
2025-07-16 13F Lloyd Advisory Services, LLC. 2 789 266
2025-07-16 13F Dakota Wealth Management 343 675 50,47 32 759 78,46
2025-07-24 13F Vantage Point Financial LLC 12 279 −38,16 1 170 −26,65
2025-08-07 13F PCG Wealth Advisors, LLC 14 284 2,12 1 362 21,09
2025-07-25 13F Stephens Consulting, LLC 720 0,00 69 19,30
2025-08-14 13F Banco BTG Pactual S.A. 16 748 −35,51 1 596 −23,53
2025-07-16 13F ORG Wealth Partners, LLC 2 678 −1,47 253 14,55
2025-08-14 13F Hancock Whitney Corp 71 777 6 842
2025-08-13 13F JT Stratford LLC 5 332 3,35 508 22,71
2025-09-11 13F Milestones Private Investment Advisors LLC 25 554 2 436
2025-06-10 13F Birchbrook, Inc. 0 −100,00 0 −100,00
2025-07-07 13F Global Wealth Strategies & Associates 12 0,00 1
2025-08-14 13F Financial Network Wealth Advisors LLC 27 955 −0,90 2 665 17,51
2025-08-14 13F Connecticut Wealth Management, LLC 1 723 602 9,65 164 294 30,05
2025-08-14 13F Fmr Llc 1 917 088 −6,56 182 737 10,83
2025-08-05 13F Tsfg, Llc 67 871 −26,06 6 −14,29
2025-08-04 13F Terril Brothers, Inc. 0 −100,00 0
2025-07-29 13F Private Trust Co Na 90 313 6,26 8 609 26,03
2025-08-11 13F Lowe Brockenbrough & Co Inc 300 29
2025-07-18 13F Centricity Wealth Management, LLC 36 12,50 3 50,00
2025-07-08 13F/A Salem Investment Counselors Inc 864 5,88 82 26,15
2025-07-15 13F Retireful, LLC 4 910 468
2025-08-05 13F Key FInancial Inc 83 466 1,04 7 956 19,82
2025-08-15 13F Fft Wealth Management Llc 6 838 −31,39 675 −15,86
2025-05-13 13F Azimuth Capital Investment Management LLC 0 −100,00 0 −100,00
2025-07-21 13F Barrett & Company, Inc. 395 0,00 38 19,35
2025-07-24 13F KC Investment Advisors, LLC 9 815 −55,37 936 −47,09
2025-07-29 13F Angeles Wealth Management, Llc 14 292 0,00 1 362 18,64
2025-08-14 13F Acorn Wealth Advisors, LLC 3 890 −4,98 371 12,46
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 1 654 000 −26,87 157 659 −13,27
2025-08-14 13F Integrated Wealth Concepts LLC 954 990 1,64 91 030 20,55
2025-08-14 13F Atomi Financial Group, Inc. 9 999 49,71 953 77,80
2025-08-14 13F Voya Financial Advisors, Inc. 18 253 1 730
2025-04-22 13F Consolidated Planning Corp 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 2 524 871 31,77 240 669 56,29
2025-08-18 13F Hollencrest Capital Management 12 0,00 1
2025-07-31 13F Stegent Equity Advisors, Inc. 24 347 −19,75 2 321 −4,84
2025-08-11 13F Wealthspire Advisors, LLC 149 058 5,12 14 208 24,68
2025-07-31 13F Brian Low Financial Group, Llc 4 380 418
2025-08-08 13F Hartland & Co., LLC 967 98,56 92 135,90
2025-07-31 13F Oppenheimer Asset Management Inc. 3 760 −94,24 358 −93,18
2025-07-30 13F Sonata Capital Group Inc 4 061 0,00 0
2025-08-15 13F Optimist Retirement Group LLC 144 380 −0,83 13 762 17,61
2025-08-13 13F Natixis Advisors, L.p. 45 581 7,26 4 33,33
2025-08-13 13F Idaho Trust Bank 75 517 −3,50 7 198 14,45
2025-08-14 13F Dagco, Inc. 56 380 16,45 5 374 38,11
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0
2025-07-28 13F WJ Wealth Management, LLC 9 506 −4,52 906 13,25
2025-08-07 13F Gryphon Financial Partners LLC 15 047 0,00 1 434 18,61
2025-08-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-07-31 13F Burke & Herbert Bank & Trust Co 44 623 0,08 4 253 18,43
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio 24 196 −14,58 2 306 1,32
2025-08-13 13F MONECO Advisors, LLC 70 551 −4,28 6 725 13,52
2025-08-13 13F GM Advisory Group, Inc. 167 331 8,19 15 950 28,31
2025-07-30 13F Fingerlakes Wealth Management, Inc. 11 660 −2,30 1 111 15,85
2025-07-25 13F Johnson Investment Counsel Inc 3 342 21,39 319 43,89
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-05 13F Ciovacco Capital Management LLC 224 036 21 355
2025-08-11 13F VSM Wealth Advisory, LLC 523 9,87 50 28,95
2025-07-22 13F Team Financial Group, LLC 83 8
2025-08-14 13F Visionary Wealth Advisors 17 019 −21,56 1 622 −6,94
2025-07-11 13F Kingstone Capital Partners Texas, LLC 133 280 8
2025-07-21 13F Ameriflex Group, Inc. 1 027 65,65 97 95,92
2025-08-13 13F Fisher Asset Management, LLC 0 −100,00 0
2025-07-10 13F Wedmont Private Capital 5 860 27,45 563 56,55
2025-08-04 13F Roble, Belko & Company, Inc 53 0,00 0
2025-07-16 13F/A CX Institutional 345 794 22,26 33 45,45
2025-08-05 13F Lifeworks Advisors, LLC 17 854 −1,63 1 702 16,67
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 172 591 24,17 14 152 12,88
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-07-11 13F Pinnacle Bancorp, Inc. 982 2,72 94 22,37
2025-08-07 13F Hughes Financial Services, LLC 651 0,00 64 23,08
2025-07-25 13F Apollon Wealth Management, LLC 17 394 10,25 1 658 30,76
2025-07-25 13F Ackerman Capital Advisors, LLC 671 985 1,61 64 054 20,51
2025-07-09 13F Procyon Private Wealth Partners, LLC 8 079 −7,99 770 9,22
2025-08-13 13F Raab & Moskowitz Asset Management LLC 20 959 −4,84 1 998 12,82
2025-07-30 13F Fusion Family Wealth LLC 2 609 0,00 249 18,66
2025-08-05 13F Strategic Financial Concepts, LLC 851 088 9 486,48 81 126 11 277,98
2025-08-06 13F ZEGA Investments, LLC 3 099 295
2025-07-28 13F Duncker Streett & Co Inc 750 0,00 71 18,33
2025-07-14 13F Abound Wealth Management 90 34,33 9 60,00
2025-08-08 13F Better Money Decisions, LLC 15 234 0,14 1 452 18,82
2025-07-21 13F River Street Advisors LLC 13 137 2,79 1 252 21,91
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 2 0,00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 73 437 6,62 7 000 26,47
2025-05-09 13F Delta Financial Group, Inc. 5 833 0,00 0
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 2 440 −2,40 233 16,00
2025-08-14 13F Stifel Financial Corp 938 767 −12,52 89 484 3,75
2025-07-30 13F DecisionMap Wealth Management, LLC 82 477 2,97 7 862 22,12
2025-07-24 13F IFP Advisors, Inc 41 262 −4,39 3 933 13,38
2025-08-01 13F American Financial & Tax Strategies Inc 68 610 −26,09 6 540 −12,35
2025-04-25 13F EnRich Financial Partners LLC 0 −100,00 0
2025-08-20 13F/A Coppell Advisory Solutions LLC 46 787 66,42 4 435 92,36
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 2 810 268
2025-07-17 13F HB Wealth Management, LLC 4 366 773 −8,81 416 238 11,99
2025-08-13 13F Gamco Investors, Inc. Et Al 3 750 357
2025-07-15 13F Bfsg, Llc 0 −100,00 0
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-07-21 13F Crews Bank & Trust 1 563 0,00 149 18,40
2025-07-29 13F Pinnacle Wealth Management, LLC 31 686 3 020
2025-08-04 13F Clear Investment Research, Llc 1 332 0,15 127 19,81
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 14 427 9,69 1 375 30,09
2025-08-04 13F Atria Investments Llc 107 506 −30,66 10 247 −17,76
2025-07-25 13F Sequoia Financial Advisors, LLC 47 289 −54,86 4 508 −46,47
2025-08-08 13F Tortoise Investment Management, LLC 95 0,00 9 28,57
2025-08-15 13F Northeast Financial Consultants Inc 97 401 0,00 9 284 18,60
2025-07-24 13F Capital Advisors, Ltd. LLC 1 183 0,00 0
2025-07-25 13F Concord Asset Management, LLC/VA 130 922 2,50 12 479 24,85
2025-07-28 13F Kiker Wealth Management, LLC 68 −65,66 6 −60,00
2025-07-09 13F Lbmc Investment Advisors, Llc 33 210 0,07 3 166 18,67
2025-08-26 13F/A Thrivent Financial For Lutherans 117 370 −77,87 11 −76,09
2025-08-05 13F Mission Wealth Management, Lp 44 044 295,47 4 198 369,05
2025-05-09 13F MWA Asset Management 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 7 587 2 679,12 723 3 342,86
2025-04-11 13F Principia Wealth Advisory, LLC 0 −100,00 0 −100,00
2025-07-22 13F Iowa State Bank 25 894 −8,14 2 468 8,96
2025-08-27 NP ACGRX - Advisors Capital Growth Fund 89 600 126,84 8 541 169,06
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 328 557 1,92 31 318 20,88
2025-07-08 13F Melone Private Wealth, LLC 124 173 3,10 11 770 21,59
2025-08-15 13F Fidelity D & D Bancorp Inc 15 263 0,00 1 455 18,60
2025-08-13 13F Cary Street Partner Investment Advisory Llc 53 789 13,60 5 127 34,74
2025-07-16 13F Signaturefd, Llc 10 881 −17,37 1 037 −1,98
2025-08-04 13F Balentine LLC 4 920 −2,42 469 15,56
2025-08-04 13F One Day In July LLC 68 913 −1,44 6 569 16,89
2025-07-17 13F Worth Financial Advisory Group, LLC 5 946 −1,06 567 17,18
2025-08-14 13F Fiduciary Trust Co 9 972 −11,04 951 5,56
2025-07-22 13F Luken Investment Analytics, LLC 43 832 −0,49 4 178 18,02
2025-08-12 13F/A Cozad Asset Management Inc 3 661 6,49 349 26,09
2025-07-09 13F Hiley Hunt Wealth Management 6 861 0,01 654 17,84
2025-08-18 13F Tactive Advisors, LLC 4 600 0,00 438 30,36
2025-08-13 13F Copley Financial Group, Inc. 5 354 −8,95 510 8,05
2025-08-15 13F Global View Capital Management LLC 6 119 583
2025-07-16 13F Perigon Wealth Management, LLC 19 719 16,56 1 880 38,26
2025-08-14 13F Smartleaf Asset Management LLC 64 049 13,45 6 071 34,23
2025-07-28 13F Cutler Investment Counsel Llc 2 757 0,00 263 18,55
2025-08-14 13F Peapack Gladstone Financial Corp 2 579 0
2025-08-12 13F Solano Wealth Investment Advisors LLC 3 080 0,00 294 18,62
2025-08-14 13F Ancora Advisors, LLC 709 0,00 68 19,64
2025-07-16 13F Independent Wealth Network Inc. 120 044 2,10 11 443 21,09
2025-07-25 13F Mitchell Sinkler & Starr/pa 22 565 6,11 2 151 25,80
2025-07-31 13F Sequent Asset Management, LLC 119 634 −2,92 11 404 15,14
2025-08-07 13F McClarren Financial Advisors, Inc. 6 775 34,45 646
2025-04-25 13F Smallwood Wealth Investment Management, LLC 301 24
2025-07-22 13F Innovative Wealth Building LLC 5 979 −46,91 570 −37,13
2025-07-25 13F Wells Financial Advisors INC 31 692 −3,34 3 021 14,61
2025-07-10 13F Global Financial Private Client, LLC 5 685 16,31 542 38,01
2025-07-17 13F Wolff Wiese Magana Llc 306 0,00 29 20,83
2025-07-16 13F Crowley Wealth Management, Inc. 3 156 0,00 301 18,58
2025-07-09 13F Affinity Capital Advisors, LLC 109 489 11,66 10 436 35,94
2025-09-04 13F/A Advisor Group Holdings, Inc. 2 480 695 16,04 236 325 37,53
2025-07-23 13F Bear Mountain Capital, Inc. 0 −100,00 0
2025-08-05 13F Simplex Trading, Llc 32 778 3
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 69 265 16,92 6 602 38,67
2025-08-12 13F J.w. Cole Advisors, Inc. 68 250 113,53 6 506 153,31
2025-08-13 13F My Purposeful Wealth Corp. 24 143 16,63 2 390 43,72
2025-08-13 13F Tranquilli Financial Advisor LLC 115 694 −5,10 11 028 12,54
2025-08-12 13F Mcdonald Partners Llc 22 408 −3,81 2 137 14,04
2025-08-14 13F Betterment LLC 45 690 29,82 4 100,00
2025-07-25 13F Priebe Wealth Holdings LLC 37 594 −57,45 3 583 −49,54
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0
2025-05-15 13F Proquility Private Wealth Partners, LLC 3 667 0,00 295 −8,70
2025-07-22 13F Belpointe Asset Management LLC 19 380 −4,35 1 847 13,45
2025-08-04 13F UNIVEST FINANCIAL Corp 80 480 13,36 7 671 34,46
2025-07-15 13F Accurate Wealth Management, LLC 7 155 32,13 687 64,35
2025-08-13 13F EverSource Wealth Advisors, LLC 112 156 9,29 10 691 29,62
2025-08-11 13F Amara Financial, Llc. 3 697 0,03 352 18,52
2025-07-21 13F Curran Financial Partners, LLC 23 218 3,01 2 213 22,20
2025-08-14 13F Sei Investments Co 6 003 −10,01 572 6,72
2025-08-11 13F Aptus Capital Advisors, LLC 371 030 5,35 35 367 24,94
2025-08-13 13F Vertex Planning Partners, LLC 157 049 0,18 14 970 18,81
2025-07-15 13F SJS Investment Consulting Inc. 339 0,00 32 18,52
2025-08-11 13F Anfield Capital Management, LLC 84 0,00 8 33,33
2025-07-17 13F Venture Visionary Partners LLC 84 565 15,22 8 061 36,66
2025-07-30 13F White Lighthouse Investment Management Inc. 2 741 0,04 261 18,64
2025-07-22 13F McNaughton Wealth Management, LLC 44 783 0,88 4 269 19,65
2025-08-13 13F Balanced Wealth Group Llc 251 650 4,15 24 706 27,75
2025-07-15 13F Hofer & Associates. Inc 208 969 0,21 19 919 18,85
2025-08-06 13F Aspetuck Financial Management LLC 32 820 −0,47 3 128 18,04
2025-08-11 13F United Advisor Group, LLC 87 383 24,99 8 329 48,26
2025-07-24 13F Insight Inv LLC 1 815 173
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 13 722 0,18 1 308 18,91
2025-08-06 13F Hoxton Planning & Management, LLC 42 591 20,93 4 060 43,43
2025-08-11 13F Morling Financial Advisors, LLC 1 781 0,00 170 18,18
2025-07-30 13F Nottingham Advisors, Inc. 434 380 −5,32 41 405 12,29
2025-08-01 13F Envestnet Asset Management Inc 10 227 943 77,64 974 928 110,68
2025-08-12 13F Argent Trust Co 2 396 228
2025-08-11 13F Mosaic Family Wealth Partners, Llc 10 162 −14,24 969 1,68
2025-07-23 13F Steel Peak Wealth Management LLC 5 118 −3,12 488 14,86
2025-08-04 13F Rede Wealth, LLC 25 263 4,43 2 408 23,87
2025-05-20 13F Aspen Investment Management Inc 0 −100,00 0 −100,00
2025-07-14 13F Buttonwood Financial Group, LLC 100 324 −50,26 9 566 −38,32
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 319 743 15,02 30 478 36,41
2025-08-05 13F Compton Financial Group, LLC 847 823 −3,55 80 815 14,39
2025-08-14 13F Two Sigma Securities, Llc 7 558 77,88 720 111,14
2025-06-18 NP Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7 667 −96,03 629 −96,40
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-07-23 13F Mainsail Asset Management, Llc 2 516 0,00 240 18,32
2025-08-14 13F EP Wealth Advisors, Inc. 33 881 23,33 3 230 46,31
2025-08-13 13F Gateway Wealth Partners, LLC 53 616 107,70 5 111 146,38
2025-08-08 13F Thrive Capital Management, LLC 21 061 2 007
2025-08-07 13F Donaldson Capital Management, Llc 4 212 2,13 401 21,15
2025-08-11 13F Pineridge Advisors LLC 406 −0,25 39 18,75
2025-08-26 NP Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares 98 020 −2,31 9 343 15,86
2025-08-13 13F Valued Retirements, Inc. 3 004 0,00 286 18,67
2025-07-31 13F Waldron Private Wealth LLC 12 145 0,00 1 158 18,55
2025-08-13 13F Provida Pension Fund Administrator 0 −100,00 0 −100,00
2025-07-16 13F ORG Partners LLC 1 017 −79,24 96 −76,01
2025-08-14 13F Jane Street Group, Llc Put 34 600 11,61 3 298 32,40
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc Call 119 500 −35,41 11 391 −23,39
2025-08-12 13F Charles Schwab Investment Management Inc 7 353 48,46 701 75,88
2025-07-15 13F Ballentine Partners, LLC 4 915 0,00 468 18,48
2025-07-09 13F Christopher J. Hasenberg, Inc 40 100,00 4 200,00
2025-07-15 13F Main Street Group, LTD 72 0,00 7 20,00
2025-08-07 13F Retirement Solution Inc. 2 776 265
2025-08-07 13F FDx Advisors, Inc. 87 060 8
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-05-09 13F Novus Advisors, Llc 0 −100,00 0
2025-07-31 13F Ground Swell Capital, LLC 3 395 324
2025-04-14 13F Whitaker-Myers Wealth Managers, LTD. 0 −100,00 0
2025-08-04 13F IFG Advisory, LLC 145 979 56,27 13 915 85,35
2025-08-13 13F Wambolt & Associates, LLC 48 284 −1,87 4 555 14,36
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0 −100,00
2025-07-23 13F Capital Management Associates, Inc 7 769 −49,92 741 −40,61
2025-08-05 13F Ring Mountain Capital, LLC 18 853 −0,30 1 834 20,67
2025-08-11 13F NewEdge Wealth, LLC 7 733 20,49 763 47,96
2025-07-10 13F Kozak & Associates, Inc. 320 284 −0,88 30 747 20,82
2025-08-06 13F Soltis Investment Advisors LLC 6 802 −13,01 648 3,18
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 26 027 38,35 2 481 64,57
2025-07-25 13F Lion Street Advisors, LLC 3 711 47,09 354 74,75
2025-07-28 13F Private Wealth Asset Management, LLC 1 574 150
2025-08-11 13F TAGStone Capital, Inc. 118 188 3,01 11 740 130 333,33
2025-08-13 13F SMART Wealth LLC 2 134 203
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-07-07 13F Horizons Wealth Management 158 0,00 15 25,00
2025-08-14 13F Glen Eagle Advisors, LLC 41 615 6,58 3 967 26,43
2025-08-08 13F Thoroughbred Financial Services, Llc 14 850 −16,45 1 0,00
2025-08-13 13F Everstar Asset Management, LLC 3 935 −25,96 375 −12,18
2025-07-15 13F Focused Wealth Management, Inc 1 472 114 −0,02 140 322 18,58
2025-07-24 13F Jfs Wealth Advisors, Llc 4 820 −19,51 459 −4,57
2025-08-01 13F First Command Advisory Services, Inc. 733 854 3,62 69 951 22,89
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-05 13F Jessup Wealth Management, Inc 5 348 0,00 510 18,65
2025-08-12 13F FreeGulliver LLC 12 442 −15,86 1 186 −0,25
2025-08-12 13F Choate Investment Advisors 2 861 0,00 273 18,78
2025-08-11 13F Aviso Wealth Management 6 519 20,12 621 42,43
2025-08-14 13F Susquehanna International Group, Llp Put 26 700 35,53 2 545 60,77
2025-08-14 13F Susquehanna International Group, Llp 42 010 −40,30 4 004 −29,20
2025-05-15 13F Wolverine Trading, Llc 0 −100,00 0 −100,00
2025-08-14 13F Susquehanna International Group, Llp Call 42 600 −42,51 4 061 −31,82
2025-04-25 NP VCULX - Growth Fund 48 000 −71,93 4 204 −71,86
2025-08-08 13F Petix & Botte Co 89 341 14,61 8 516 35,93
2025-07-30 13F Cullen/frost Bankers, Inc. 1 246 0,16 119 19,19
2025-07-28 13F SFG Wealth Management, LLC. 10 319 −1,04 984 17,30
2025-08-14 13F Talon Private Wealth, LLC 2 221 212
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares 19 148 −14,25 1 825 1,73
2025-08-06 13F Commonwealth Equity Services, Llc 1 662 524 −12,37 158 3,95
2025-08-08 13F Citizens Financial Group Inc/ri 361 339 10,09 34 443 30,57
2025-08-13 13F Lido Advisors, LLC 73 332 14,31 6 990 35,60
2025-08-19 13F Newbridge Financial Services Group, Inc. 705 4,14 67 24,07
2025-08-14 13F Kovitz Investment Group Partners, LLC 86 104 437,51 8 207 537,68
2025-08-04 13F JDM Financial Group LLC 48 480 1,56 4 621 20,46
2025-08-18 13F Pacific Center for Financial Services 121 0,00 12 22,22
2025-08-14 13F Citadel Advisors Llc Call 169 600 −45,94 16 166 −35,88
2025-08-14 13F Citadel Advisors Llc 156 994 238,24 14 965 301,18
2025-08-14 13F Citadel Advisors Llc Put 80 300 8,08 7 654 28,19
2025-07-17 13F Eclectic Associates Inc /adv 3 151 −0,13 300 18,58
2025-08-14 13F Hilltop Holdings Inc. 4 871 29,96 464 54,15
2025-05-08 13F Cordatus Wealth Management LLC 0 −100,00 0
2025-08-13 13F Tobias Financial Advisors, Inc. 86 541 20,64 8 249 43,09
2025-08-13 13F Northwestern Mutual Wealth Management Co 1 322 890 35,23 126 098 60,39
2025-05-08 13F Bank of Jackson Hole Trust 0 −100,00 0
2025-07-31 13F Hartford Financial Management Inc. 0 −100,00 0
2025-08-14 13F IHT Wealth Management, LLC 552 140 1,56 52 630 20,45
2025-07-31 13F Money Design Co.,Ltd. 334 266 0,30 32 19,23
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 93 034 −13,88 8 868 2,14
2025-08-07 13F Rollins Financial Advisors, LLC 48 969 −5,92 4 668 11,57
2025-08-12 13F Northeast Planning Associates, Inc. / Nh / 5 637 −1,64 537 16,74
2025-07-11 13F SILVER OAK SECURITIES, Inc 116 354 −15,70 11 091 0,29
2025-08-05 13F Bank of New York Mellon Corp 3 557 911 6,02 339 140 25,74
2025-08-08 13F Investment Partners, Ltd. 2 980 0,00 284 18,83
2025-07-30 13F Rehmann Capital Advisory Group 22 966 1,67 2 189 20,61
2025-08-12 13F Wealth Advisors of Iowa, LLC 40 928 7,18 3 901 27,11
2025-04-30 13F Sofos Investments, Inc. 152 547 −3,03 12 260 −2,58
2025-08-05 13F Navalign, LLC 190 798 −3,28 18 187 14,71
2025-08-11 13F Regal Investment Advisors LLC 16 837 −1,53 1 605 16,74
2025-07-24 13F Drucker Wealth 3.0, LLC 3 218 309
2025-08-14 13F Ambassador Advisors, LLC 48 934 3,74 4 664 23,06
2025-08-08 13F POM Investment Strategies, LLC 83 405 197,46 7 950 252,86
2025-07-09 13F Towerpoint Wealth, LLC 38 759 −3,37 3 695 14,61
2025-04-15 13F West Paces Advisors Inc. 0 −100,00 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 589 0,00 56 19,15
2025-08-18 13F Hershey Financial Advisers, LLC 16 528 −46,95 1 575 −42,48
2025-07-21 13F Old Second National Bank Of Aurora 2 731 0,96 260 19,82
2025-08-04 13F Creative Financial Designs Inc /adv 5 868 5,58 559 25,34
2025-04-09 13F Quantum Financial Advisors, LLC 0 −100,00 0
2025-08-11 13F Stonebrook Private Inc. 29 810 −65,09 2 842 −58,60
2025-08-12 13F TCTC Holdings, LLC 1 980 189
2025-07-15 13F BCS Wealth Management 107 255 1,11 10 25,00
2025-08-11 13F Independent Advisor Alliance 24 316 29,49 2 318 53,55
2025-07-23 13F Madden Advisory Services, Inc. 3 538 0,00 337 18,66
2025-08-07 13F Nwam Llc 3 335 5,60 329 30,04
2025-08-08 13F SBI Securities Co., Ltd. 7 319 −18,80 698 19,97
2025-07-18 13F Trilogy Capital Inc. 147 760 −68,46 14 084 −62,59
2025-08-07 13F Fidelis Capital Partners, LLC 6 239 28,32 618 55,81
2025-08-05 13F Sigma Planning Corp 11 305 20,55 1 078 43,03
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 37 776 4,62 3 601 24,05
2025-08-04 13F Partners in Financial Planning 43 245 36,18 4 122 61,52
2025-07-31 13F Buckingham Strategic Partners 10 566 8,69 1 007 28,94
2025-08-06 13F Savant Capital, LLC 1 653 788 −7,39 157 639 9,84
2025-07-16 13F Cahaba Wealth Management, Inc. 4 290 −6,09 409 11,17
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3 726 −15,91 355 −0,28
2025-08-06 13F Adviser Investments LLC 2 732 0,00 260 18,72
2025-07-11 13F Grant Private Wealth Management Inc 0 −100,00 0
2025-07-11 13F Marshall & Sullivan Inc /wa/ 208 20
2025-08-12 13F Insigneo Advisory Services, Llc 6 370 −2,58 607 15,62
2025-08-07 13F Americana Partners, LLC 4 505 0,00 429 18,51
2025-08-14 13F Obsidian Personal Planning Solutions LLC 99 853 2,60 9 518 19,27
2025-08-08 13F Pnc Financial Services Group, Inc. 19 028 −1,28 1 814 17,04
2025-07-31 13F CVA Family Office, LLC 286 0,00 27 17,39
2025-07-22 13F PUREfi Wealth, LLC 2 346 224
2025-07-23 13F Drake & Associates, LLC 275 488 3,62 26 260 22,90
2025-07-25 13F Keener Financial Planning LLC 3 744 0
2025-08-12 13F White Pine Capital Llc 17 969 1,55 1 713 20,39
2025-08-14 13F Quantinno Capital Management LP 11 005 −9,31 1 049 7,59
2025-05-07 13F Spectrum Wealth Counsel, LLC 2 289 0,00 184 −8,96
2025-08-08 13F Kingsview Wealth Management, LLC 1 354 081 5,83 129 071 25,51
2025-07-28 13F Rosenberg Matthew Hamilton 1 245 119
2025-07-09 13F Dynamic Advisor Solutions LLC 3 436 1,48 327 20,22
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-14 13F Chris Bulman Inc 3 424 −16,67 326 −1,21
2025-08-08 13F OmniStar Financial Group, Inc. 9 250 −0,12 882 17,94
2025-07-08 13F Arlington Trust Co LLC 35 497 −5,33 3 384 12,28
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 8 425 −39,17 803 −27,85
2025-08-04 13F Northwest Financial Advisors 0 −100,00 0
2025-08-18 13F Second Line Capital, LLC 2 220 212
2025-07-17 13F Prepared Retirement Institute LLC 129 319 −19,04 12 327 −3,98
2025-07-24 13F Robertson Stephens Wealth Management, LLC 4 330 0,00 413 18,39
2025-07-31 13F Guardian Wealth Advisors, LLC 104 714 18,36 9 981 40,38
2025-07-30 13F Retirement Planning Group 9 607 −5,76 916 11,72
2025-07-17 13F ERn Financial, LLC 395 169 −2,88 37 668 15,18
2025-08-06 13F Convergence Financial, LLC 424 818 3,58 40 494 22,85
2025-07-29 13F Signature Estate & Investment Advisors Llc 3 925 13,93 374 35,51
2025-07-23 13F Intergy Private Wealth, LLC 91 980 −0,27 8 768 18,28
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-08-26 NP Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 8 900 −8,77 848 8,16
2025-09-04 13F SevenBridge Financial Group, LLC 10 540 9,00 1 057 25,24
2025-08-12 13F PKS Advisory Services, LLC 8 733 33,63 832 58,48
2025-07-29 13F Koshinski Asset Management, Inc. 48 584 0,46 4 631 19,17
2025-08-08 13F ProVise Management Group, LLC 5 464 0,00 521 18,45
2025-07-15 13F Mather Group, Llc. 17 829 10,99 1 699 31,71
2025-07-22 13F Accel Wealth Management 4 432 0,02 422 18,54
2025-04-21 13F Catalina Capital Group, LLC 0 −100,00 0
2025-08-14 13F Scott Marsh Financial, LLC 18 672 1 780
2025-08-13 13F Gibbs Wealth Management 251 172 23 942
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 700 −26,78 67 −13,16
2025-08-12 13F Garrett Wealth Advisory Group, LLC 389 343 −2,51 37 112 15,62
2025-08-07 13F Traynor Capital Management, Inc. 2 739 258
2025-08-14 13F Keebeck Wealth Management, LLC 3 809 0,00 363 18,63
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 18 914 0,00 1 803 18,55
2025-07-30 13F D.a. Davidson & Co. 3 327 26,41 317 50,24
2025-07-15 13F Financial Management Professionals, Inc. 101 413 2,02 9 667 20,99
2025-08-05 13F Fourth Dimension Wealth, LLC 18 492 −6,64 1 763 10,75
2025-08-13 13F Transce3nd, LLC 91 −13,33 9 0,00
2025-07-24 13F Game Plan Financial Advisors, LLC 300 0,00 29 16,67
2025-07-22 13F Hickory Asset Management, Inc. 33 333 −1,42 3 177 16,93
2025-08-07 13F King Luther Capital Management Corp 879 18,62
2025-08-14 13F Pecaut & Co. 152 191 −1,16 14 507 17,22
2025-07-24 13F rebel Financial LLC 13 992 1 334
2025-08-15 13F Captrust Financial Advisors 68 158 −5,48 6 497 12,10
2025-07-10 13F Arkfeld Wealth Strategies, L.L.C. 16 235 0,08 1 548 19,35
2025-07-25 13F Northwest Capital Management Inc 127 −78,14 12 −73,91
2025-05-14 13F Napa Wealth Management 0 −100,00 0
2025-05-14 13F Group One Trading, L.p. 0 −100,00 0 −100,00
2025-08-14 13F Glenmede Investment Management, LP 6 948 662
2025-05-07 13F Baron Silver Stevens Financial Advisors, Llc 0 −100,00 0
2025-08-12 13F Laurel Wealth Advisors LLC 855 779 9 685,92 9 −98,86
2025-08-13 13F Edgestream Partners, L.P. 2 409 230
2025-08-12 13F Integrated Advisors Network LLC 4 821 −5,64 460 11,95
2025-07-31 13F Wealthfront Advisers Llc 2 582 246
2025-08-12 13F Pathstone Holdings, LLC 22 832 4,00 2 176 23,36
2025-07-29 13F Kelman-Lazarov, Inc. 3 659 0,00 349 18,37
2025-07-30 13F Roman Butler Fullerton & Co 2 366 233
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 138 13
2025-08-12 13F PSI Advisors, LLC 63 860 8,30 6 087 28,44
2025-08-12 13F Putnam Fl Investment Management Co 4 575 −4,45 436 13,54
2025-07-21 13F New Century Financial Group, LLC 5 880 −81,45 560 −78,01
2025-04-17 13F Rs Crum Inc. 2 722 0,00 219 −8,79
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 3 558 336
2025-08-06 13F Wedbush Securities Inc 3 709 40,44 0
2025-08-13 13F Shepherd Financial Partners LLC 385 186 −3,70 36 716 14,22
2025-08-14 13F Pinnacle Family Advisors, LLC 29 409 31,11 2 803 55,49
2025-08-14 13F Family Management Corp 0 −100,00 0
2025-07-30 13F Cavalier Investments, LLC 40 000 3 813
2025-07-31 13F Sage Mountain Advisors LLC 4 788 0,00 456 18,75
2025-08-06 13F Vantage Financial Partners, LLC 8 365 −5,48 797 12,10
2025-05-13 13F 17 Capital Partners, Llc 0 −100,00 0
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-07-22 13F Olistico Wealth, LLC 3 437 −0,23 328 18,48
2025-05-15 13F Fortress Private Ledger, Llc 0 −100,00 0
2025-08-12 13F WealthTrak Capital Management LLC 51 942 −2,30 4 951 15,89
2025-08-07 13F Apeiron RIA LLC 3 883 −6,34 370 11,11
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 173 478 1,58 16 536 20,47
2025-07-07 13F First Citizens Financial Corp 2 571 245
2025-08-08 13F ERTS Wealth Advisors, LLC 374 688 −48,19 35 715 −38,56
2025-07-18 13F Consolidated Portfolio Review Corp 10 628 −7,17 1 013 10,11
2025-07-23 13F Cannon Wealth Management Services, LLC 43 562 2,65 4 152 17,09
2025-08-07 13F Compass Financial Group, Inc. 86 949 1,67 8 288 20,57
2025-07-21 13F Triad Wealth Partners, LLC 5 140 25,61 490 49,09
2025-07-09 13F Sterling Manor Financial, LLC 128 986 −3,43 12 295 14,53
2025-07-29 13F Stratos Wealth Partners, LTD. 325 460 7,01 31 023 26,91
2025-07-22 13F Mascoma Wealth Management LLC 1 600 0,00 153 18,75
2025-08-14 13F Aprio Wealth Management, LLC 6 150 −18,01 586 −2,66
2025-08-14 13F/A Hutchinson Financial Advisors, INC 14 311 1 364
2025-05-08 13F Main Street Financial Solutions, LLC 0 −100,00 0
2025-08-13 13F BlackDiamond Wealth Management Inc. 3 220 8,42 304 21,69
2025-07-16 13F GenWealth Group, Inc. 117 151 2,25 11 167 21,26
2025-08-05 13F Dynasty Wealth Management, Llc 3 095 856 −17,59 295 097 −2,27
2025-05-15 13F Urban Financial Advisory Corp 0 −100,00 0
2025-08-06 13F Modera Wealth Management, LLC 43 875 −0,50 4 182 18,04
2025-08-07 13F Kestra Private Wealth Services, Llc 375 373 3,27 35 781 22,48
2025-08-08 13F Larson Financial Group LLC 35 631 −3,44 3 396 14,54
2025-08-06 13F Stonebridge Financial Planning Group, LLC 15 414 −4,85 1 469 12,91
2025-05-02 13F Stack Financial Management, Inc 0 −100,00 0
2025-08-13 13F Nicolet Advisory Services, Llc 1 535 363 3,77 148 562 30,60
2025-04-22 13F PFG Investments, LLC 0 −100,00 0
2025-08-13 13F Nicolet Bankshares Inc 394 092 4,93 37 565 24,45
2025-08-13 13F Kuhn & Co Investment Counsel 24 046 16,19 2 292 37,82
2025-08-01 13F Centerpoint Advisors, LLC 13 071 0,00 1 0,00
2025-07-25 13F Atria Wealth Solutions, Inc. 208 623 −25,49 19 891 −11,61
2025-08-07 13F Brio Consultants, LLC 7 533 −1,99 718 16,37
2025-08-11 13F WPG Advisers, LLC 124 0,00 12 22,22
2025-08-14 13F Goldman Sachs Group Inc 3 522 818 4,94 335 795 24,46
2025-04-15 13F Noble Wealth Management PBC 72 0,00 6 −16,67
2025-07-21 13F AIFG Consultants Ltd. 4 058 −83,97 387 −81,02
2025-08-06 13F Reston Wealth Management Llc 673 214 5,84 64 171 25,52
2025-08-11 13F Wealthgarden F.s. Llc 5 773 0,56 569 23,21
2025-07-17 13F Centennial Wealth Advisory LLC 153 677 20,64 14 602 42,63
2025-04-11 13F Safeguard Financial, LLC 21 764 −1,28 1 749 −9,71
2025-08-14 13F CIBC World Markets Inc. 2 150 205
2025-07-21 13F Ameritas Advisory Services, LLC 474 848 −26,32 45 262 −13,64
2025-07-23 13F Schrum Private Wealth Management LLC 8 275 0,12 789 18,67
2025-07-29 13F Financial Futures Ltd Liability Co. 24 830 −10,39 2 367 6,24
2025-08-13 13F M&t Bank Corp 161 099 0,33 15 356 18,99
2025-07-10 13F Orgel Wealth Management, LLC 3 895 752 5,49 371 343 25,11
2025-07-31 13F Jackson Hole Capital Partners, LLC 28 3
2025-08-12 13F Ensign Peak Advisors, Inc 228 550 21 785
2025-08-11 13F One Capital Management, LLC 146 038 −12,98 13 920 3,20
2025-08-26 13F Claris Financial LLC 11 895 1,79 1 134 10,32
2025-07-23 13F Optas, LLC 197 613 0,64 18 837 19,35
2025-08-11 13F Inspire Advisors, LLC 40 899 23,44 3 899 46,43
2025-07-17 13F Mustard Seed Financial, LLC 2 970 6,53 283 26,34
2025-08-08 13F Empower Advisory Group, LLC 8 045 12,22 767 32,99
2025-08-12 13F Financial Advocates Investment Management 104 580 −70,93 9 969 −65,52
2025-07-15 13F Bay Capital Advisors, LLC 11 728 −4,78 1 118 12,94
2025-07-31 13F Brighton Jones Llc 3 093 295
2025-08-08 13F Maple Capital Management, Inc. 0 −100,00 0
2025-05-06 13F Gratus Wealth Advisors, LLC 0 −100,00 0
2025-07-28 13F Harbour Investments, Inc. 115 737 33,06 11 032 57,83
2025-07-10 13F Security National Bank 443 0,00 42 20,00
2025-08-13 13F Millington Financial Advisors, LLC 177 961 −8,76 17 419 14,07
2025-08-11 13F Atlantic Private Wealth, LLC 312 30
2025-08-14 13F Financial Engines Advisors L.L.C. 19 237 014 −2,33 1 833 672 15,84
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 3 946 0,00 376 18,61
2025-07-25 13F LRI Investments, LLC 2 647 0,00 252 18,87
2025-07-15 13F EWG Elevate Inc. 3 308 0,00 315 18,87
2025-08-11 13F FineMark National Bank & Trust 11 054 1 054
2025-07-31 13F Gill Capital Partners, Llc 2 852 0,00 272 18,34
2025-08-05 13F AGH Wealth Advisors, LLC 40 468 −2,52 3 859 15,64
2025-07-18 13F Arcadia Wealth Management, LLC 15 429 11,78 1 471 32,55
2025-07-15 13F Fifth Third Bancorp 203 294 13,29 19 378 34,36
2025-07-17 13F Sterling Investment Advisors, Ltd. 12 275 −4,09 1 170 13,81
2025-08-12 13F SRS Capital Advisors, Inc. 4 279 288,29 408 362,50
2025-08-07 13F Samalin Investment Counsel, LLC 4 561 −4,22 435 13,61
2025-07-11 13F Caldwell Securities, Inc 1 000 0,00 95 18,75
2025-04-29 13F Hm Payson & Co 1 688 0,00 136 −8,78
2025-07-09 13F Riversedge Advisors, Llc 351 671 −2,22 33 521 15,97
2025-07-15 13F Garrett Investment Advisors LLC 494 335 9,90 47 120 30,34
2025-07-16 13F Magnus Financial Group LLC 152 311 2,88 14 518 22,02
2025-08-13 13F Victory Financial Group, Llc 12 091 1 153
2025-07-17 13F Global Trust Asset Management, LLC 1 094 0,00 104 19,54
2025-08-14 13F Ameriprise Financial Inc 9 853 254 12,83 938 988 33,83
2025-07-30 13F/A KPP Advisory Services LLC 4 304 −76,95 410 −72,67
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-08-05 13F NewSquare Capital LLC 151 004 −0,16 14 394 18,41
2025-07-16 13F Essex Financial Services, Inc. 10 716 13,52 1 021 34,70
2025-08-05 13F Ellevest, Inc. 7 138 −7,56 680 9,68
2025-08-08 13F TD Capital Management LLC 59 0,00 6 25,00
2025-08-13 13F Grantvest Financial Group LLC 2 986 0,03 285 18,83
2025-07-17 13F/A Capital Investment Advisors, LLC 7 306 3,66 696 22,97
2025-07-31 13F University Of Texas/texas Am Investment Managment Co 107 10
2025-07-22 13F Global Strategic Investment Solutions, LLC 28 460 −0,73 2 713 17,71
2025-07-25 13F Concurrent Investment Advisors, LLC 284 256 9,59 27 095 29,98
2025-07-30 13F Bogart Wealth, LLC 4 191 0,10 400 18,75
2025-08-01 13F Yukon Wealth Management, Inc. 29 031 −20,13 2 767 −5,27
2025-08-06 13F Rialto Wealth Management, LLC 18 951 −0,03 1 806 18,58
2025-08-14 13F/A Skopos Labs, Inc. 2 489 22,97 237 46,30
2025-07-17 13F LexAurum Advisors, LLC 87 224 43,64 8 314 70,37
2025-07-25 13F Inman Jager Wealth Management, LLC 42 737 18,70 4 074 40,79
2025-07-25 13F Total Clarity Wealth Management, Inc. 2 554 243
2025-08-06 13F Atlantic Union Bankshares Corp 100 10
2025-08-14 13F Potentia Wealth 11 467 −69,82 1 093 −64,20
2025-08-12 13F Richard W. Paul & Associates, LLC 934 −2,51 89 17,11
2025-07-21 13F Matauro, Llc 10 166 −22,77 969 −8,33
2025-07-23 13F Ironwood Financial, llc 4 250 0,00 342 0,00
2025-07-15 13F Traction Financial Partners, LLC 2 836 270
2025-08-12 13F Trexquant Investment LP 2 188 −61,29 209 −54,19
2025-08-19 13F Advisory Services Network, LLC 7 228 −90,03 712 −87,78
2025-07-15 13F Signet Financial Management, Llc 345 589 −6,45 32 942 10,95
2025-07-24 NP HASAX - Horizon Active Asset Allocation Fund Advisor Class 1 581 488 −10,19 141 844 −8,04
2025-07-17 13F New Covenant Trust Company, N.A. 3 869 0,00 367 18,45
2025-07-24 13F Eastern Bank 1 950 0,00 186 18,59
2025-08-05 13F Bank Of Montreal /can/ 23 207 6,95 2 212 26,91
2025-05-08 13F Sound View Wealth Advisors Group, LLC 0 −100,00 0
2025-08-06 13F Ethos Financial Group, LLC 13 643 6,66 1 300 15,76
2025-07-22 13F Wealthcare Advisory Partners LLC 102 676 2,38 9 787 21,43
2025-08-06 13F Spurstone Advisory Services, LLC 31 0,00 3 0,00
2025-07-30 13F Brookstone Capital Management 273 205 −1,11 26 042 17,29
2025-07-08 13F Braun-Bostich & Associates Inc. 61 457 −10,01 5 858 6,74
2025-07-15 13F MCF Advisors LLC 283 0,00 27 18,18
2025-07-09 13F Post Resch Tallon Group Inc. 2 836 −38,12 270 −26,43
2025-08-11 13F PAX Financial Group, LLC 57 135 10,90 5 446 31,55
2025-07-28 13F Fairman Group, LLC 1 250 0,00 119 9,17
2025-07-24 13F Leo Wealth, LLC 3 090 295
2025-07-22 13F Miracle Mile Advisors, LLC 19 472 20,85 1 856 43,43
2025-08-12 13F Jefferies Financial Group Inc. 6 558 10,24 625 30,75
2025-07-21 13F Warner Financial, Inc 3 036 0,16 0
2025-07-23 13F TPG Financial Advisors, LLC 167 565 −26,49 15 972 −12,82
2025-08-13 13F Safe Harbor Fiduciary, LLC 6 0,00 1
2025-08-19 13F Cape Investment Advisory, Inc. 3 197 −1,33 305 16,92
2025-07-25 13F Commonwealth Financial Services, LLC 5 976 −0,33 570 18,30
2025-08-14 13F Modern Wealth Management, LLC 203 249 −26,61 19 374 −12,96
2025-08-05 13F Tiaa Trust, National Association 2 030 896 52,41 193 585 80,76
2025-07-01 13F Harbor Investment Advisory, Llc 297 0,00 28 21,74
2025-07-17 13F LifeGoal Wealth Advisors 3 775 −0,50 360 18,09
2025-08-13 13F Beutel, Goodman & Co Ltd. 271 232 −6,00 26 8,70
2025-07-18 13F Bartlett & Co. Wealth Management Llc 600 0,00 57 18,75
2025-08-08 13F Advisors Capital Management, LLC 130 245 69,35 12 415 100,84
2025-07-22 13F Merit Financial Group, LLC 525 301 5,50 50 072 25,12
2025-08-14 13F Ieq Capital, Llc 3 163 301
2025-08-12 13F Founders Financial Alliance, LLC 7 109 13,82 678 35,13
2025-05-21 13F CBM Financial, LLC 140 074 12 531
2025-07-01 13F Private Client Services, Llc 16 496 −1,20 1 572 17,23
2025-08-13 13F Keystone Financial Group 338 467 −10,55 32 263 6,09
2025-05-12 13F Sandy Spring Bank 12 455 0,81 1 001 −7,83
2025-08-07 13F Fox Financial, Inc 6 277 −0,48 598 18,18
2025-08-05 13F Optivise Advisory Services LLC 17 904 −1,50 1 707 16,85
2025-07-22 13F Petros Family Wealth, LLC 2 328 222
2025-07-28 13F Mutual Advisors, LLC 71 551 −1,60 7 052 18,94
2025-08-11 13F Citigroup Inc 24 413 −17,64 2 327 −2,31
2025-08-04 13F AlphaStar Capital Management, LLC 1 139 964 −2,32 108 661 15,85
2025-08-13 13F Leslie Global Wealth, LLC 392 599 −2,54 37 423 15,59
2025-07-24 13F Blair William & Co/il 37 495 −2,28 3 574 15,93
2025-07-21 13F Ascent Group, LLC 178 622 −4,33 17 026 13,47
2025-05-07 13F Evermay Wealth Management Llc 0 −100,00 0 −100,00
2025-08-12 13F Waterloo Capital, L.P. 376 788 19,19 35 915 41,36
2025-08-01 13F Koss-Olinger Consulting, LLC 19 065 162,68 1 817 211,66
2025-08-11 13F United Capital Financial Advisers, Llc 55 712 −12,81 5 311 3,41
2025-08-14 13F Ausdal Financial Partners, Inc. 27 275 −19,77 2 600 −4,87
2025-07-16 13F Highline Wealth Partners Llc 76 7
2025-08-14 13F Wells Fargo & Company/mn Put 2 800 267
2025-07-07 13F Teamwork Financial Advisors, LLC 4 835 −1,57 461 17,01
2025-07-28 13F Triton Wealth Management, PLLC 26 159 −2,40 2 565 11,28
2025-08-01 13F Transcend Wealth Collective, Llc 267 349 93,73 25 484 129,76
2025-08-07 13F Commerce Bank 15 436 3,30 1 471 22,58
2025-08-25 13F Silverlake Wealth Management Llc 6 975 665
2025-07-10 13F Sharkey, Howes & Javer 36 446 −37,13 3 474 −25,42
2025-08-14 13F Horizon Investments, LLC 5 632 336 22,19 536 874 44,92
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-07-30 13F Eqis Capital Management, Inc. 132 899 20,26 12 668 42,63
2025-08-07 13F Prairieview Wealth Partners, Llc 61 551 1,55 5 867 20,45
2025-07-08 13F Juncture Wealth Strategies, Llc 9 975 −26,96 951 −13,40
2025-07-16 13F Novem Group 2 122 202
2025-07-25 13F Meritage Portfolio Management 102 713 −5,14 9 791 12,50
2025-08-14 13F Wells Fargo & Company/mn 2 487 009 16,82 237 062 38,56
2025-08-13 13F Wrenne Financial Planning LLC 29 220 7,79 2 785 27,87
2025-08-08 13F Compass Financial Services Inc 33 914 10,91 3 233 31,54
2025-08-14 13F FC Advisory LLC 9 748 0,10 929 18,80
2025-07-25 13F Bill Few Associates, Inc. 11 690 0,00 1 114 18,64
2025-05-01 13F Quest 10 Wealth Builders, Inc. 252 −14,29 20 −20,00
2025-08-13 13F Level Four Advisory Services, Llc 4 190 15,59 399 37,11
2025-08-11 13F Vista Cima Wealth Management LLC 0 −100,00 0 −100,00
2025-07-28 13F WealthPLAN Partners, LLC 59 340 −30,33 5 656 −17,37
2025-08-18 13F Wolverine Trading, Llc Call 4 200 −44,74 398 −34,54
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 1 331 −0,08 127 17,76
2025-08-12 13F Fairscale Capital, LLC 238 0,00 23 21,05
2025-08-18 13F Wolverine Trading, Llc Put 2 300 −11,54 218 4,81
2025-07-07 13F Versant Capital Management, Inc 54 0,00 5 25,00
2025-07-25 13F Cwm, Llc 2 660 996 20,06 254 42,13
2025-08-07 13F Fountainhead AM, LLC 31 320 2 985
2025-07-29 13F SilverOak Wealth Management LLC 591 043 3,02 56 338 22,19
2025-08-14 13F Advisor OS, LLC 47 355 437,76 4 514 538,33
2025-07-09 13F Inspirion Wealth Advisors, Llc 272 450 2,01 25 970 20,99
2025-08-14 13F Sunbelt Securities, Inc. 11 000 −9,84 967 −1,43
2025-08-13 13F Bernardo Wealth Planning LLC 2 245 0
2025-08-06 13F Golden State Wealth Management, LLC 66 394 −1,74 6 329 16,54
2025-07-09 13F Byrne Asset Management LLC 5 0,00 0
2025-08-08 13F Condor Capital Management 3 047 −0,59 290 17,89
2025-08-14 13F Financial Advisory Service, Inc. 2 524 3,02 241 22,45
2025-08-01 13F Tevis Investment Management 3 355 320
2025-08-12 13F Deutsche Bank Ag\ 125 −31,69 12 −21,43
2025-08-05 13F Plante Moran Financial Advisors, LLC 9 695 0,00 924 18,61
2025-07-17 13F Kelly Financial Services LLC 9 558 911
2025-07-25 13F Apollon Financial, LLC 95 571 −11,88 9 110 4,50
2025-07-22 13F Red Door Wealth Management, LLC 0 −100,00 0
2025-09-03 13F American Trust 41 911 3 995
2025-07-21 13F Qrg Capital Management, Inc. 5 593 1,43 533 20,32
2025-08-06 13F/A Flagship Private Wealth, LLC 7 484 0,93 713 19,83
2025-08-11 13F HHM Wealth Advisors, LLC 3 030 0,00 289 18,52
2025-08-15 13F/A Symphony Financial, Ltd. Co. 302 628 162,93 30 829 238,73
2025-08-13 13F Russell Investments Group, Ltd. 545 137,99 52 183,33
2025-08-14 13F CoreCap Advisors, LLC 1 499 378 4,94 142 920 24,46
2025-08-01 13F/A GGM Financials LLC 9 724 −13,62 927 2,43
2025-08-04 13F Pinnacle Associates Ltd 17 024 0,00 1 623 18,57
2025-08-07 13F Summit X, LLC 2 844 0,60 271 19,38
2025-08-07 13F Alpha Cubed Investments, LLC 5 642 4,97 538 24,59
2025-08-13 13F WCG Wealth Advisors LLC 52 163 115,57 4 972 155,76
2025-09-09 13F NWF Advisory Services Inc. 38 728 3 692
2025-08-12 13F Richmond Investment Services, LLC 6 742 643
2025-07-16 13F Castleview Partners, Llc 0 −100,00 0
2025-07-18 13F Provident Wealth Management, LLC 1 162 0,00 111 18,28
2025-08-11 13F PFG Private Wealth Management, LLC 245 462 −0,09 23 397 18,50
2025-07-22 13F DAVENPORT & Co LLC 2 946 −1,77 281 16,18
2025-08-06 13F AE Wealth Management LLC 2 717 937 12,22 259 074 33,09
2025-08-12 13F One Charles Private Wealth Services, LLC 7 348 −3,90 700 14,01
2025-08-13 13F Solutions 4 Wealth, Ltd 6 626 −0,87 632 17,50
2025-08-05 13F GHP Investment Advisors, Inc. 197 256 3,22 18 802 22,42
2025-07-14 13F Sowell Financial Services LLC 2 785 −38,10 266 −26,59
2025-05-15 13F Glenmede Trust Co Na 6 948 0,00 558 −8,52
2025-07-15 13F North Star Investment Management Corp. 1 035 0,19 99 18,07
2025-07-23 13F Kingswood Wealth Advisors, Llc 19 180 13,88 1 828 34,61
2025-07-23 13F Dohj, Llc 4 170 −5,72 326 −8,17
2025-07-14 13F Painted Porch Advisors LLC 46 −60,68 4 −55,56
2025-04-23 13F AssuredPartners Investment Advisors, LLC 0 −100,00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 5 673 0,05 541 18,68
2025-08-13 13F SageView Advisory Group, LLC 3 061 −24,79 303 −7,65
2025-08-15 13F CI Private Wealth, LLC 1 511 508 64,29 144 077 94,85
2025-07-24 13F Wealth Advisors Northwest LLC 24 434 −3,33 2 329 14,67
2025-08-11 13F Strategic Wealth Partners, Ltd. 18 046 −15,80 1 720 −12,87
2025-08-12 13F MAI Capital Management 15 187 −0,63 1 448 17,83
2025-07-24 13F Stonebridge Financial Group, LLC 106 359 6,77 10 138 26,65
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 35 210 150,28 3 200,00
2025-07-25 13F NorthRock Partners, LLC 2 187 721 7,67 208 533 27,70
2025-08-05 13F Westside Investment Management, Inc. 1 775 167
2025-05-06 13F Hamilton Point Investment Advisors, LLC 0 −100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 233 236 −26,88 22 232 −13,28
2025-07-07 13F Nova Wealth Management, Inc. 1 200 12,15 114 34,12
2025-07-28 13F Cornerstone Wealth Group, LLC 17 855 68,55 1 702 99,88
2025-08-27 NP Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 1 195 346 −0,53 113 940 17,98
2025-07-03 13F Garde Capital, Inc. 33 0,00 3 50,00
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-07-18 13F Dogwood Wealth Management LLC 55 274 7,91 5 259 27,75
2025-08-14 13F Mercer Global Advisors Inc /adv 73 873 −6,01 7 042 11,46
2025-08-13 13F Quest Investment Management Llc 269 637 −1,89 25 702 16,36
2025-07-21 13F Tower View Investment Management & Research LLC 27 0,00 3 0,00
2025-07-29 13F Rodgers & Associates, LTD 487 533 5,46 46 472 25,08
2025-08-25 13F Hilltop Partners LLC 132 770 −54,96 12 656 −46,59
2025-07-14 13F MY Wealth Management Inc. 12 460 −6,60 1 188 10,73
2025-07-28 NP RHRX - RH Tactical Rotation ETF 40 000 23,19 3 588 26,13
2025-07-29 13F Crux Wealth Advisors 92 449 121,68 8 812 162,97
2025-07-24 NP ARAAX - Horizon Active Risk Assist Fund Advisor Class 3 230 323 −9,04 289 728 −6,86
2025-07-17 13F Tritonpoint Wealth, Llc 77 944 −2,22 7 430 15,97
2025-08-13 13F Continuum Advisory, LLC 42 006 13,79 4 004 35,00
2025-08-14 13F Bank Of America Corp /de/ 3 428 865 17,73 326 839 39,63
2025-07-18 13F O'ROURKE & COMPANY, Inc 2 637 −13,60 251 2,45
2025-08-07 13F Parkside Financial Bank & Trust 3 151 −6,89 300 10,70
2025-08-11 13F Compass Capital Corp /ma/ /adv 30 480 −3,23 3 032 30,65
2025-08-08 13F Intrua Financial, LLC 26 132 −27,78 2 491 −14,37
2025-08-14 13F Arete Wealth Advisors, LLC 155 152 1,86 15 16,67
2025-08-01 13F GoalVest Advisory LLC 54 670 −7,53 5 211 9,68
2025-08-14 13F Evergreen Capital Management Llc 20 025 0,00 1 909 18,58
2025-07-08 13F Canandaigua National Bank & Trust Co 571 779 2,49 54 502 21,55
2025-08-15 13F/A Florida Financial Advisors, Llc 66 948 −7,92 6 546 13,08
2025-07-22 13F Keudell/Morrison Wealth Management 28 185 0,01 2 687 18,64
2025-08-05 13F Flynn Zito Capital Management, Llc 70 315 −3,21 6 702 14,80
2025-08-22 13F Carter Financial Group, INC. 0 −100,00 0
2025-08-04 13F Linscomb & Williams, Inc. 6 143 0,00 586 18,66
2025-07-10 13F Exchange Traded Concepts, Llc 1 049 090 99 999
2025-03-28 13F/A Berkeley, Inc 0 −100,00 0 −100,00
2025-08-19 13F National Asset Management, Inc. 25 580 −80,37 2 438 −78,71
2025-07-16 13F Brown, Lisle/cummings, Inc. 1 780 0,00 170 18,18
2025-07-29 13F Salomon & Ludwin, LLC 85 878 67,60 8 163 26,15
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 828 628 −0,55 78 985 17,94
2025-07-29 13F International Assets Investment Management, Llc 0 −100,00 0
2025-08-13 13F Congress Wealth Management LLC / DE / 14 556 3,29 1 387 20,19
2025-08-06 13F Mascagni Wealth Management, Inc. 21 399 −22,98 2 040 −8,65
2025-07-17 13F Fifth Third Securities, Inc. 116 665 57,84 11 121 87,21
2025-08-08 13F New England Capital Financial Advisors LLC 117 292 −1,35 11 180 17,01
2025-07-23 13F Clear Creek Financial Management, LLC 234 575 −12,09 22 360 4,27
2025-08-29 13F Centaurus Financial, Inc. 164 613 0,01 16 15,38
2025-08-08 13F Leicht Financial Planning & Wealth Management, Inc. 571 961 5,63 54 519 25,28
2025-08-06 13F Texas Yale Capital Corp. 8 789 7,99 838 27,98
2025-08-04 13F WNY Asset Management, LLC 2 337 −82,81 223 −79,67
2025-08-04 13F Simon Quick Advisors, Llc 3 667 350
2025-07-25 13F Fifth Third Wealth Advisors LLC 179 503 3 257,08 17 110 3 888,34
2025-08-01 13F Logan Capital Management Inc 40 0,00 4 0,00
2025-08-25 13F/A Neuberger Berman Group LLC 2 772 264
2025-07-02 13F HBW Advisory Services LLC 18 815 −0,90 1 793 17,57
2025-07-02 13F Central Pacific Bank - Trust Division 86 0,00 8 33,33
2025-08-07 13F 49 Wealth Management, Llc 19 602 18,99 1 868 41,19
2025-08-11 13F Rothschild Investment Llc 2 021 8,71 193 28,86
2025-08-12 13F Archer Investment Corp 61 6
2025-08-13 13F Quadrant Capital Group Llc 44 532 −0,02 4 245 18,58
2025-08-14 13F Mml Investors Services, Llc 1 000 339 20,59 95 43,94
2025-08-11 13F CBIZ Investment Advisory Services, LLC 0 −100,00 0 −100,00
2025-08-07 13F Tilson Financial Group, Inc. 12 523 −6,89 1 0,00
2025-08-14 13F Redwood Financial Network Corp 6 951 −0,57 663 18,00
2025-07-15 13F Td Private Client Wealth Llc 2 615 249
2025-08-12 13F LPL Financial LLC Call 4 500 −30,77 429 −18,01
2025-08-12 13F Lionshead Wealth Management, LLC 45 391 63,59 4 327 94,08
2025-07-30 13F Red Crane Wealth Management, Llc 50 297 4,99 4 794 24,52
2025-08-11 13F TD Waterhouse Canada Inc. 2 446 −1,09 231 15,00
2025-08-12 13F LPL Financial LLC 37 858 343 4,96 3 608 657 24,48
2025-07-15 13F McAdam, LLC 18 192 0,92 1 734 19,75
2025-07-22 13F Hill Island Financial Llc 53 429 −7,35 5 093 9,88
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
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