VBR - Vanguard Index Funds - Vanguard Small-Cap Value ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Vanguard Index Funds - Vanguard Small-Cap Value ETF
US ˙ ARCA ˙ US9229086114

Grundläggande statistik
Institutionella ägare 1585 total, 1582 long only, 1 short only, 2 long/short - change of 1,60% MRQ
Genomsnittlig portföljallokering 0.5805 % - change of −6,50% MRQ
Institutionella aktier (lång) 86 494 505 (ex 13D/G) - change of −1,66MM shares −1,89% MRQ
Institutionellt värde (lång) $ 15 654 561 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard Index Funds - Vanguard Small-Cap Value ETF (US:VBR) har 1585 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 86,504,905 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Assetmark, Inc, Morgan Stanley, Betterment LLC, Wells Fargo & Company/mn, Envestnet Asset Management Inc, UBS Group AG, Aspiriant, Llc, LPL Financial LLC, and Sei Investments Co .

Vanguard Index Funds - Vanguard Small-Cap Value ETF (ARCA:VBR) 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 16, 2025 is 209,02 / share. Previously, on September 17, 2024, the share price was 198,06 / share. This represents an increase of 5,53% over that period.

VBR / Vanguard Index Funds - Vanguard Small-Cap Value 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.

VBR / Vanguard Index Funds - Vanguard Small-Cap Value 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
(%)
2025-07-23 13F Kingswood Wealth Advisors, Llc 4 012 3,14 782 8,01
2025-07-23 13F Clear Creek Financial Management, LLC 1 699 −32,61 331 −29,42
2025-07-23 13F Indiana Trust & Investment Management CO 245 0,00 48 4,44
2025-08-01 13F Liberty Wealth Management Llc 9 260 19,95 1 806 25,52
2025-08-07 13F Zions Bancorporation, National Association /ut/ 78 0,00 15 7,14
2025-07-28 13F Sagespring Wealth Partners, Llc 1 568 306
2025-08-12 13F Jefferies Financial Group Inc. 0 −100,00 0
2025-07-31 13F Richards, Merrill & Peterson, Inc. 32 0,00 6 20,00
2025-08-05 13F Pointe Capital Management LLC 2 817 0,00 549 4,77
2025-07-03 13F Fiduciary Financial Group, Llc 16 548 3,83 3 286 21,71
2025-07-28 13F Hamilton Point Investment Advisors, LLC 124 0,00 24 4,35
2025-08-05 13F Ceera Investments, Llc 1 588 0,00 310 4,75
2025-08-11 13F Greykasell Wealth Strategies, Inc. 3 462 7,02 675 12,13
2025-07-25 13F Presilium Private Wealth, Llc 72 475 6,67 14 133 11,67
2025-08-13 13F Congress Wealth Management LLC / DE / 72 688 −22,78 14 175 −19,21
2025-08-04 13F Linscomb & Williams, Inc. 14 421 0,89 2 812 5,63
2025-08-14 13F CoreCap Advisors, LLC 1 775 −20,55 346 −16,83
2025-07-25 13F NorthRock Partners, LLC 8 312 37,48 1 628 44,58
2025-07-22 13F Valley National Advisers Inc 491 0,00 0
2025-07-28 13F Sagace Wealth Management LLC 3 241 −27,91 632 −24,49
2025-08-13 13F Colonial Trust Co / SC 2 288 −8,19 446 −3,88
2025-08-14 13F Wellington Management Group Llp 6 197 0,00 1 208 4,68
2025-07-29 13F Arista Wealth Management, LLC 13 613 −0,10 2 655 4,57
2025-07-31 13F Mycio Wealth Partners, Llc 57 0,00 11 10,00
2025-08-01 13F Clark Asset Management, LLC 2 528 112,26 493 122,62
2025-08-12 13F Athena Investment Management 1 998 0,00 390 4,57
2025-07-24 13F JNBA Financial Advisors 204 137,21 40 143,75
2025-08-14 13F Ieq Capital, Llc 23 430 4,11 4 569 8,97
2025-08-11 13F Performa Ltd (US), LLC 77 347 12,04 15 083 17,29
2025-07-15 13F McAdam, LLC 128 647 1,35 25 087 6,09
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-15 13F Patriot Investment Management Inc. 12 162 1,92 2 372 6,71
2025-08-14 13F Ariadne Wealth Management, LP 2 145 −12,16 443 −2,21
2025-04-01 NP TRTY - Cambria Trinity ETF 12 839 2,34 2 636 5,74
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 24 14,29 5 33,33
2025-07-09 13F Capital Wealth Management, Llc 73 061 5,47 14 248 10,41
2025-07-25 13F Fifth Third Wealth Advisors LLC 1 958 382
2025-08-14 13F Evergreen Capital Management Llc 3 281 0,00 643 5,07
2025-08-04 13F Center for Financial Planning, Inc. 58 544 −76,04 11 417 −74,92
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 38 003 0,00 7 411 4,68
2025-08-12 13F Bokf, Na 8 994 −0,07 1 754 4,59
2025-07-18 13F Institute for Wealth Management, LLC. 18 970 211,09 3 699 225,90
2025-08-07 13F Kestra Private Wealth Services, Llc 46 952 −1,56 9 156 3,05
2025-08-11 13F Berkeley, Inc 4 091 −0,61 798 4,05
2025-08-05 13F GHP Investment Advisors, Inc. 5 469 −0,05 1 066 4,61
2025-04-22 13F Mendota Financial Group, LLC 0 −100,00 0
2025-05-15 13F NDVR, Inc. 0 −100,00 0
2025-07-30 13F Strategic Blueprint, LLC 5 695 −1,09 1 111 3,54
2025-07-30 13F Pittenger & Anderson Inc 18 055 0,00 3 521 4,67
2025-08-14 13F Sunbelt Securities, Inc. 123 1,65 24 9,09
2025-04-04 13F Sage Capital Advisors,llc 0 −100,00 0
2025-08-08 13F Wealth Alliance 6 745 10,50 1 315 15,66
2025-07-31 13F Carnegie Capital Asset Management, LLC 2 315 −5,32 451 10,54
2025-08-12 13F Atlas Capital Advisors Llc 19 098 −51,51 3 724 −49,24
2025-08-13 13F Green Harvest Asset Management LLC 1 525 −39,77 297 −36,94
2025-08-04 13F Integrity Alliance, Llc. 28 825 4,77 5 621 9,68
2025-08-06 13F Round Rock Advisors, LLC 2 334 0,00 455 4,84
2025-07-24 13F Lmcg Investments, Llc 52 084 −4,36 10 157 0,12
2025-08-01 13F Strategic Financial Services, Inc, 1 165 0,00 227 5,09
2025-08-13 13F Kilter Group LLC 241 47
2025-07-15 13F Marquette Asset Management, LLC 124 0,00 24 4,35
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-07-30 13F Canvas Wealth Advisors, LLC 4 775 18,55 967 37,80
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 3 286 −5,49 641 −1,08
2025-08-04 13F Spinnaker Trust 36 793 −0,87 7 175 3,77
2025-07-15 13F Td Private Client Wealth Llc 9 991 −4,35 1 948 0,15
2025-07-30 13F Avidian Wealth Solutions, LLC 25 605 −0,58 4 993 4,09
2025-04-14 13F Bank of New Hampshire 0 −100,00 0 −100,00
2025-08-08 13F Avalon Trust Co 0 −100,00 0
2025-07-29 13F Lutz Financial Services LLC 24 673 1,81 4 812 6,58
2025-08-15 13F Keel Point, LLC 1 501 −14,76 293 −10,70
2025-07-15 13F Evanson Asset Management, LLC 15 372 15,32 2 998 20,70
2025-08-06 13F Columbia River Financial Group, LLC 0 −100,00 0
2025-07-10 13F Exchange Traded Concepts, Llc 1 748 341
2025-07-22 13F Net Worth Advisory Group 4 559 245,90 889 262,86
2025-07-02 13F Dentgroup LLC 5 114 −10,00 997 −5,77
2025-08-05 13F Tme Financial, Inc. 29 129 57,06 5 680 64,40
2025-08-14 13F Tennessee Valley Asset Management Partners 2 872 2,46 560 7,28
2025-07-15 13F Kraft Asset Management, Llc 9 541 0,00 1 861 4,67
2025-08-11 13F Battery Global Advisors, LLC 4 545 0,00 890 5,20
2025-08-07 13F BOK Financial Private Wealth, Inc. 123 0,00 24 9,09
2025-04-25 13F Bay Capital Advisors, LLC 0 −100,00 0
2025-08-11 13F Brown Brothers Harriman & Co 958 −1,03 187 3,33
2025-07-16 13F Evergreen Private Wealth LLC 17 281 6,32 3 370 11,29
2025-07-25 13F Pathway Financial Advisors LLC 15 133 0,00 2 951 4,68
2025-07-14 13F Seed Wealth Management, Inc. 2 440 0,00 476 4,63
2025-07-25 13F Concord Wealth Partners 1 −97,22 0 −100,00
2025-07-29 13F BKD Wealth Advisors, LLC 1 318 −1,13 257 3,63
2025-07-24 13F Villere St Denis J & Co Llc 2 022 0,00 394 4,79
2025-08-14 13F Goldman Sachs Group Inc 357 098 9,04 69 638 14,14
2025-07-30 13F SkyOak Wealth, LLC 31 166 6 078
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 2 316 8,53 452 13,60
2025-08-19 13F Delos Wealth Advisors, LLC 73 14
2025-07-28 13F Copia Wealth Management 2 510 9,94 489 15,06
2025-07-30 13F Smith Thornton Advisors LLC 2 602 0,00 507 4,75
2025-08-13 13F Keystone Financial Group 1 422 −26,44 277 −23,06
2025-08-13 13F Providence Capital Advisors, LLC 4 907 957
2025-07-07 13F Retirement Wealth Solutions LLC 250 49
2025-07-29 13F Madison Wealth Partners, Inc 3 394 −0,06 662 4,59
2025-08-13 13F Summit Financial, LLC 203 262 6,21 39 823 11,70
2025-07-17 13F Coastline Trust Co 97 873 −30,00 19 086 −26,72
2025-08-13 13F Parkworth Wealth Management, Inc. 210 0,00 41 2,56
2025-04-04 13F Kings Path Partners LLC 0 −100,00 0
2025-07-09 13F Bruce G. Allen Investments, LLC 5 279 −3,77 1 030 0,68
2025-08-14 13F Mml Investors Services, Llc 245 196 0,92 48 4,44
2025-08-01 13F Ashton Thomas Private Wealth, LLC 11 063 −70,45 2 167 −68,92
2025-08-14 13F Obsido Oy 20 939 5,55 4 083 10,50
2025-08-06 13F Axim Planning & Wealth 1 308 −16,05 255 −12,07
2025-07-31 13F Red Wave Investments LLC 2 527 −1,83 493 2,71
2025-07-24 13F Costello Asset Management, INC 20 1 900,00 4
2025-07-21 13F Hilltop National Bank 17 947 18,82 3 500 16,91
2025-07-25 13F Index Fund Advisors, Inc. 17 441 −3,95 3 401 0,56
2025-08-11 13F Guidance Point Advisors, LLC 8 907 0,00 1 737 4,70
2025-08-11 13F Foundation Wealth Management, LLC\PA 1 312 0,00 256 4,51
2025-08-15 13F Cooksen Wealth, LLC 7 430 −22,89 1 449 −21,65
2025-07-15 13F Jeppson Wealth Management, Llc 1 455 −2,87 284 1,43
2025-07-15 13F Optima Capital Llc 11 373 −4,84 2 228 0,09
2025-08-04 13F Pensionmark Financial Group, Llc 7 526 −90,80 1 471 −90,35
2025-07-18 13F Victrix Investment Advisors 3 504 118,05 683 128,43
2025-08-13 13F Rsm Us Wealth Management Llc 777 889 −1,81 152 404 3,26
2025-07-23 13F Tyche Wealth Partners LLC 4 295 0,23 838 4,89
2025-08-05 13F EPG Wealth Management LLC 12 −83,78 2 −84,62
2025-08-05 13F Integrity Financial Corp /WA 5 803 7,78 1 137 13,26
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 1 222 −7,49 238 −3,25
2025-08-14 13F Summit Trail Advisors, Llc 1 822 357
2025-07-31 13F Moser Wealth Advisors, LLC 58 536 −9,39 11 415 −5,14
2025-07-29 13F Spreng Capital Management, Inc. 3 898 −6,09 760 −1,68
2025-07-23 13F Center For Asset Management LLC 13 784 27,15 2 724 34,92
2025-07-21 13F Life Planning Partners, Inc 3 525 −1,95 687 2,69
2025-08-08 13F Larson Financial Group LLC 4 680 −0,81 913 3,87
2025-08-06 13F Marco Investment Management Llc 1 633 0,00 318 4,61
2025-07-29 13F Ifrah Financial Services, Inc. 40 735 −1,43 7 944 3,18
2025-08-06 13F Legacy Bridge, LLC 1 098 −5,18 214 −0,47
2025-07-08 13F Zrc Wealth Management, Llc 2 320 −4,76 452 −1,31
2025-07-14 13F/A Seek First Inc. 21 146 3,89 4 124 8,76
2025-07-28 13F Frazier Financial Advisors, LLC 50 0,00 10 0,00
2025-08-07 13F CSM Advisors, LLC 20 419 −2,05 4 0,00
2025-05-14 13F Legend Financial Advisors, Inc. 0 −100,00 0
2025-07-22 13F Inlight Wealth Management, LLC 10 544 129,62 2 056 140,47
2025-07-28 13F Wealthspan Partners, Llc 9 212 −2,08 1 797 2,51
2025-04-14 13F Investment Advisory Group, LLC 0 −100,00 0
2025-07-22 13F Clarius Group, LLC 4 199 0,00 819 4,60
2025-08-11 13F Perennial Investment Advisors, LLC 4 587 −1,88 895 2,76
2025-08-12 13F New Republic Capital, LLC 818 −3,76 160 1,27
2025-07-16 13F West Branch Capital LLC 5 821 −27,64 1 135 −24,23
2025-08-11 13F Lake Street Financial Llc 3 731 0,00 728 4,60
2025-08-13 13F Millstone Evans Group, LLC 194 4,86 38 8,82
2025-04-14 13F Greenspring Advisors, LLC 0 −100,00 0
2025-07-29 13F May Barnhard Investments LLC 19 172 0,89 3 739 5,59
2025-07-30 13F Bogart Wealth, LLC 1 278 1,03 249 5,96
2025-07-30 13F Evermay Wealth Management Llc 3 530 −2,19 690 2,53
2025-07-17 13F Park Place Capital Corp 1 229 0,00 244 7,02
2025-08-01 13F Bessemer Group Inc 10 595 −14,84 2 0,00
2025-08-01 13F Planning Directions Inc 7 100 −29,62 1 385 −26,34
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 5 845 −0,02 1 145 5,14
2025-08-06 13F Valued Wealth Advisors LLC 48 0,00 9 12,50
2025-07-17 13F Stone Point Wealth LLC 25 467 −11,49 4 966 −7,33
2025-07-10 13F Tompkins Financial Corp 97 0,00 19 0,00
2025-08-01 13F MorganRosel Wealth Management, LLC 3 754 −88,37 732 −87,82
2025-07-16 13F Falcon Wealth Planning 20 573 −16,87 4 012 −12,99
2025-07-30 13F Cornerstone Advisory, LLC 28 339 0,94 5 526 8,14
2025-07-22 13F Appleton Partners Inc/ma 1 564 −3,87 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-07 13F Meeder Advisory Services, Inc. 1 160 −50,85 226 −48,52
2025-08-05 13F Cassaday & Co Wealth Management LLC 0 −100,00 0
2025-07-07 13F TruWealth Advisors, LLC 1 269 0,00 247 4,66
2025-04-30 13F CFO4Life Group, LLC 0 −100,00 0
2025-08-12 13F MAI Capital Management 53 324 −1,27 10 399 3,35
2025-08-14 13F Ameriprise Financial Inc 739 019 −5,19 144 560 −0,43
2025-07-21 13F Sage Financial Management Group, Inc. 1 427 −2,59 0
2025-08-06 13F Cannon Financial Strategists, Inc. 33 503 0,02 6 533 4,71
2025-08-18 13F N.E.W. Advisory Services LLC 989 −30,25 193 −27,27
2025-07-15 13F Alpha Omega Wealth Management LLC 25 251 3,66 4 924 8,51
2025-08-04 13F Mesirow Financial Investment Management, Inc. 8 861 −0,16 1 728 4,54
2025-07-16 13F Vestia Personal Wealth Advisors 1 469 −3,67 287 0,70
2025-08-11 13F Pin Oak Investment Advisors Inc 212 0
2025-08-05 13F NewSquare Capital LLC 0 −100,00 0
2025-08-05 13F Marion Wealth Management 4 261 831
2025-08-01 13F Facet Wealth, Inc. 43 775 −12,91 8 679 −5,72
2025-08-14 13F Principia Wealth Advisory, LLC 11 926 −8,97 2 326 0,48
2025-07-17 13F City Holding Co 4 200 −1,32 819 3,41
2025-08-04 13F Savvy Advisors, Inc. 4 129 22,12 805 27,98
2025-08-08 13F Smithfield Trust Co 4 178 −5,41 1
2025-07-23 13F Vontobel Holding Ltd. 1 810 −12,48 353 −8,57
2025-07-16 13F Meredith Wealth Planning 1 477 288
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 844 0,00 165 4,46
2025-08-06 13F Fairway Financial, LLC 35 338 5,69 6 891 10,65
2025-08-14 13F Clark Capital Management Group, Inc. 1 482 −12,31 289 −8,28
2025-07-21 13F Compass Planning Associates Inc 289 7,04 56 12,00
2025-07-16 13F Rebalance, Llc 12 273 −0,06 2 393 4,63
2025-07-03 13F Trust Co of the South 13 928 57,57 2 716 65,01
2025-08-04 13F Creekmur Asset Management LLC 1 407 0,00 274 4,58
2025-08-05 13F Integrity Wealth Solutions LLC 17 538 −9,74 3 420 −5,50
2025-07-18 13F TPG Advisors LLC 1 616 20,96 315 27,02
2025-07-16 13F Kathmere Capital Management, LLC 5 708 0,23 1 113 5,00
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 59 549 −1,58 11 616 3,06
2025-07-25 13F We Are One Seven, LLC 11 521 17,31 2 247 22,80
2025-07-31 13F/A Avion Wealth 94 436 8,64 18 5,88
2025-08-07 13F Aspen Wealth Strategies, LLC 16 693 3 255
2025-08-13 13F Mount Yale Investment Advisors, LLC 290 56
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 2 301 0,00 449 4,67
2025-07-17 13F Fee-Only Financial Planning, L.C. 53 675 0,04 10 467 4,72
2025-07-29 13F Accretive Wealth Partners, LLC 3 701 0,00 722 7,13
2025-08-14 13F Hrt Financial Lp 8 042 2
2025-07-08 13F Apella Capital, LLC 64 066 1,15 12 770 14,07
2025-04-29 13F Chilton Capital Management Llc 0 −100,00 0
2025-07-10 13F Focus Financial Network, Inc. 7 820 −6,12 1 532 −1,23
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 4 278 4,49 834 9,45
2025-08-14 13F Evercore Wealth Management, LLC 1 712 0,00 334 4,72
2025-05-15 13F CAPROCK Group, Inc. 6 038 381,50 1 125 353,23
2025-07-10 13F Selective Wealth Management, Inc. 2 516 0,00 506 17,67
2025-08-14 13F Colony Group, LLC 700 565 4,92 136 656 9,86
2025-04-11 13F Ami Investment Management Inc 0 −100,00 0
2025-08-11 13F Hopwood Financial Services, Inc. 5 0,00 1
2025-07-16 13F Cove Private Wealth, LLC 6 165 84,58 1 202 93,25
2025-07-23 13F Eagle Strategies LLC 47 515 18,16 9 266 23,70
2025-05-05 13F Lindbrook Capital, Llc 5 865 0,00 1 093 −6,02
2025-07-31 13F Vaughan David Investments Inc/il 2 703 1
2025-08-14 13F Diversify Advisory Services, LLC 4 728 3,34 958 15,86
2025-08-01 13F FSA Advisors, Inc. 0 −100,00 0
2025-08-04 13F HBK Sorce Advisory LLC 2 118 −34,89 413 −31,74
2025-08-18 13F Hollencrest Capital Management 1 421 277
2025-08-11 13F Private Advisor Group, LLC 126 038 −0,11 24 579 4,56
2025-07-11 13F First PREMIER Bank 910 −14,15 0
2025-07-21 13F Verus Financial Partners, Inc. 148 415 −49,31 29 858 −41,13
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 1 043 203
2025-08-07 13F Resources Investment Advisors, LLC. 28 837 −13,44 5 624 −9,39
2025-08-12 13F Change Path, LLC 18 900 −4,24 3 686 0,24
2025-08-12 13F Associated Banc-corp 23 539 18,14 4 590 23,69
2025-07-23 13F Armbruster Capital Management, Inc. 3 911 0,00 763 4,67
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 101 497 8,70 19 793 13,79
2025-07-21 13F Keb Asset Management, Llc 4 805 −3,94 937 0,54
2025-08-14 13F Wells Fargo & Company/mn 1 809 616 0,64 352 893 5,35
2025-07-11 13F Andrews, Lucia Wealth Management Llc 1 160 0,00 226 −1,31
2025-07-22 13F Evensky & Katz LLC 1 398 −2,78 0
2025-07-18 13F Newman Dignan & Sheerar, Inc. 6 719 −4,00 1 310 0,54
2025-07-30 13F Phillips Financial Management, Llc 68 294 −0,68 13 318 3,97
2025-08-11 13F Plum Street Advisors, LLC 40 226 1,53 7 844 6,29
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-08-12 13F Vawter Financial, Ltd. 1 146 −91,73 223 −91,35
2025-08-06 13F Agf Management Ltd 30 385 −0,57 5 925 4,08
2025-07-15 13F Cranbrook Wealth Management, LLC 18 048 0,77 3 520 5,49
2025-08-12 13F SlateStone Wealth, LLC 10 342 −2,52 2 100,00
2025-08-08 13F Strategies Wealth Advisors, LLC 171 025 0,07 33 352 4,76
2025-08-14 13F Wetherby Asset Management Inc 1 820 355
2025-08-07 13F/A Ellerson Group Inc /adv 1 500 0,00 293 4,66
2025-07-17 13F Sage Rhino Capital Llc 1 735 338
2025-08-12 13F Comprehensive Financial Management LLC 184 376 0,00 36 123 5,17
2025-07-11 13F Grove Bank & Trust 8 707 −24,68 1 698 −21,18
2025-08-13 13F Capital Group Private Client Services, Inc. 1 108 −3,15 216 0,94
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 5 273 −24,69 1 028 −21,17
2025-05-01 13F Acorn Wealth Advisors, LLC 0 −100,00 0
2025-07-30 13F Whittier Trust Co 36 404 0,69 7 099 5,40
2025-07-30 13F Parcion Private Wealth LLC 3 699 −3,27 721 1,26
2025-08-14 13F 10Elms LLP 562 0,00 110 4,81
2025-07-29 13F Disciplined Investments, LLC 4 606 4,23 898 9,11
2025-05-15 13F Wolverine Trading, Llc 0 −100,00 0
2025-07-14 13F UMA Financial Services, Inc. 3 911 −20,54 763 −16,81
2025-05-15 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-07-11 13F Compass Ion Advisors, LLC 32 325 −19,50 6 304 −15,74
2025-07-21 13F Sterling Investment Counsel, LLC 1 846 3,82 360 8,46
2025-07-23 13F Pillar Financial Advisors, LLC 13 550 −0,73 2 642 3,93
2025-07-28 NP SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares 6 731 −6,91 1 272 −11,05
2025-07-28 NP SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares 19 094 0,00 3 608 −4,45
2025-05-15 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-08-01 13F Milestone Asset Management Group, LLC 1 537 19,05 300 24,58
2025-08-11 13F Baldwin Investment Management, LLC 4 947 −2,75 965 1,80
2025-07-15 13F World Equity Group, Inc. 1 103 215
2025-07-10 13F Stewardship Advisors, LLC 1 506 4,87 294 9,74
2025-08-11 13F Shufro Rose & Co Llc 44 932 −0,51 8 370 −0,50
2025-08-15 13F Kestra Advisory Services, LLC 120 548 8,18 23 508 13,24
2025-08-15 13F Equitable Holdings, Inc. 188 102 2,28 36 682 7,07
2025-08-11 13F Dorsey & Whitney Trust CO LLC 2 839 −19,69 554 −15,96
2025-07-22 13F Willner & Heller, Llc 3 785 −5,30 738 −0,81
2025-08-13 13F Dynamic Wealth Strategies, LLC 63 12
2025-08-06 13F Prospera Financial Services Inc 21 193 55,11 4 139 62,25
2025-08-07 13F Winch Advisory Services, LLC 20 0,00 4 0,00
2025-08-14 13F First Foundation Advisors 0 −100,00 0
2025-08-07 13F Tacita Capital Inc 34 864 2,90 6 799 7,70
2025-08-12 13F Tradition Wealth Management, LLC 70 111 2,75 13 672 7,56
2025-07-09 13F Keystone Wealth Services, LLC 0 −100,00 0
2025-08-11 13F Western Wealth Management, LLC 3 144 −0,51 613 4,25
2025-08-11 13F Anfield Capital Management, LLC 63 0,00 12 9,09
2025-08-14 13F Bank Of Hawaii 7 497 8,67 1 462 13,70
2025-05-12 13F Cahill Wealth Management, LLC 2 072 0,00 386 −6,10
2025-07-22 13F Hillman Co 78 406 −18,61 15 290 −14,81
2025-07-23 13F Colony Family Offices, LLC 694 9,64 136 15,38
2025-08-14 13F Moneta Group Investment Advisors Llc 437 040 11,57 85 227 16,79
2025-08-06 13F Financial Alternatives, Inc 4 489 0,00 875 4,67
2025-07-22 13F Yoder Wealth Management, Inc. 1 417 0,00 276 4,94
2025-08-14 13F Bishop & Co Investment Management, LLC 48 697 −0,92 9 496 3,71
2025-08-13 13F Scotia Capital Inc. 18 859 −1,72 3 678 2,88
2025-07-23 13F Godsey & Gibb Associates 2 791 0,00 544 4,62
2025-08-12 13F Steward Partners Investment Advisory, Llc 76 119 −11,54 14 844 −7,40
2025-08-07 13F Vise Technologies, Inc. 30 450 5 938
2025-07-24 13F Coordinated Financial Services, Inc. 6 154 19,22 1 200 17,42
2025-08-12 13F Team Hewins, LLC 1 580 0,00 310 5,10
2025-08-14 13F Certified Advisory Corp 4 228 126,46 825 137,46
2025-08-08 13F Meridian Wealth Management, LLC 67 089 15,44 13 083 20,85
2025-08-01 13F SYM FINANCIAL Corp 500 0,00 98 4,30
2025-07-25 13F JustInvest LLC 2 069 −0,43 404 4,39
2025-08-08 13F Union Savings Bank 75 0,00 15 7,69
2025-08-01 13F James Investment Research Inc 19 146 −15,20 3 734 −11,22
2025-07-17 13F Hanson & Doremus Investment Management 10 0
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 12 350 995,83 2 408 1 052,15
2025-08-05 13F Prosperity Consulting Group, LLC 2 467 0,00 481 4,79
2025-08-05 13F MidAtlantic Capital Management, Inc. 5 474 0,00 1 067 4,71
2025-08-07 13F Cascade Financial Partners, LLC 2 484 −10,07 484 −5,84
2025-07-16 13F Plancorp, LLC 12 605 −0,95 2 458 3,71
2025-07-07 13F Wesbanco Bank Inc 9 607 2,00 1 873 6,78
2025-07-09 13F Aurelius Family Office LLC 34 927 −1,00 6 811 3,64
2025-07-10 13F Atticus Wealth Management, Llc 2 464 0,00 480 4,80
2025-08-13 13F Ark & Tlk Investments, Llc 6 067 −9,73 1 183 −5,51
2025-08-14 13F McIlrath & Eck, LLC 668 0,00 130 4,84
2025-08-07 13F Davis R M Inc 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 821 531 6,27 160 207 11,24
2025-07-25 13F RoundAngle Advisors LLC 10 291 −1,21 2 007 3,40
2025-07-22 13F Confluence Wealth Services, Inc. 1 920 43,93 374 59,83
2025-08-14 13F Murphy & Mullick Capital Management Corp 2 508 0,00 497 6,42
2025-07-15 13F Axis Wealth Partners, LLC 3 011 −8,51 587 −4,08
2025-07-29 13F Quotient Wealth Partners, LLC 10 862 −5,03 2 118 −0,56
2025-06-10 13F Birchbrook, Inc. 0 −100,00 0
2025-08-04 13F Bristlecone Advisors, LLC 2 151 290,38 419 310,78
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Apriem Advisors 5 070 56,19 989 63,58
2025-08-12 13F Coldstream Capital Management Inc 20 579 −1,91 4 013 2,69
2025-08-04 13F Assetmark, Inc 4 360 477 4,45 850 337 9,34
2025-08-01 13F Financial Counselors Inc 13 148 −66,59 2 564 −65,03
2025-08-14 13F Bank Of America Corp /de/ 15 229 662 −10,42 2 969 936 −6,22
2025-07-14 13F Clayton Financial Group LLC 21 261 −64,41 4 146 −62,75
2025-08-04 13F Family Wealth Group, LLC 2 336 456
2025-08-04 13F Hantz Financial Services, Inc. 204 0,00 0
2025-08-06 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-04-16 13F Matauro, Llc 0 −100,00 0
2025-08-01 13F Capital Investment Counsel, LLC 1 296 253
2025-08-14 13F Great Valley Advisor Group, Inc. 6 988 −14,23 1 363 −10,15
2025-08-12 13F Bedel Financial Consulting, Inc. 3 293 0,03 642 7,18
2025-08-07 13F New England Private Wealth Advisors LLC 1 632 0,43 327 7,95
2025-07-23 13F Bellevue Asset Management, Llc 84 1,20 16 6,67
2025-04-09 13F Dakota Community Bank & Trust NA 70 13
2025-07-23 13F Nbt Bank N A /ny 31 529 2,29 6 148 7,07
2025-08-14 13F Redwood Investment Management, Llc 2 190 0
2025-07-03 13F McLean Asset Management Corp 3 730 4,63 749 28,97
2025-07-17 13F Mainsail Financial Group, LLC 27 286 2,80 5 389 8,98
2025-07-16 13F American National Bank 8 888 63,92 1 733 71,58
2025-07-17 13F Michels Family Financial, LLC 6 966 1,75 1 358 6,51
2025-04-14 13F RDA Financial Network 0 −100,00 0
2025-08-08 13F Good Life Advisors, LLC 1 417 2,02 276 6,98
2025-07-22 13F Valpey Financial Services, LLC 20 914 4 078
2025-07-28 13F Courier Capital Llc 37 752 1,42 7 362 6,17
2025-07-28 13F Jag Capital Management, Llc 1 730 0,00 337 4,66
2025-08-13 13F Baird Financial Group, Inc. 137 603 −1,95 26 834 2,63
2025-08-12 13F Armor Investment Advisors, LLC 46 0,00 9 0,00
2025-07-16 13F Meridian Financial, LLC 6 213 5,39 1 212 10,29
2025-08-13 13F SCS Capital Management LLC 2 973 123,37 582 135,63
2025-08-12 13F Triune Financial Partners, LLC 9 103 −1,17 1 775 3,50
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-30 13F TFB Advisors LLC 27 505 −2,25 5 364 2,33
2025-07-01 13F Kera Capital Partners, Inc. 0 −100,00 0
2025-07-18 13F Benchmark Wealth Management, LLC 1 712 −6,80 334 −2,63
2025-07-30 13F Crewe Advisors LLC 716 3,17 140 7,75
2025-07-15 13F Vannoy Advisory Group, Inc. 4 546 −5,11 886 −0,67
2025-08-12 13F Investments & Financial Planning, LLC 1 946 1,25 379 5,87
2025-08-13 13F Cerity Partners LLC 253 816 5,07 49 497 9,99
2025-08-14 13F Beaird Harris Wealth Management, LLC 12 732 26,18 2 483 32,09
2025-07-14 13F Armstrong Advisory Group, Inc 306 17,69 60 15,69
2025-07-21 13F West Financial Advisors, LLC 2 325 25,13 453 30,92
2025-07-29 13F Tradewinds Capital Management, LLC 1 0,00 0
2025-08-12 13F Jpmorgan Chase & Co 747 328 15,15 145 737 20,54
2025-07-15 13F Alhambra Investment Partners LLC 21 000 −57,16 4 095 −55,15
2025-07-29 13F Salus Financial Advisors, LLC 1 556 0,00 303 4,84
2025-08-05 13F Avant Financial Advisors LLC 3 018 0,00 589 4,63
2025-05-05 13F Carmel Capital Partners, LLC 0 −100,00 0
2025-08-06 13F RFG - Bristol Wealth Advisors, LLC 21 731 4 238
2025-08-14 13F Bank Of America Corp /de/ Put 0 −100,00 0 −100,00
2025-08-12 13F Gladstone Institutional Advisory LLC 4 528 −3,06 883 1,38
2025-04-17 13F Vista Wealth Management Group, LLC 1 204 0,00 224 −5,88
2025-08-29 13F Evolution Wealth Management Inc. 41 8
2025-07-31 13F Glass Jacobson Investment Advisors llc 24 079 1,98 4 696 0,34
2025-08-14 13F Warren Averett Asset Management, LLC 13 340 −3,63 2 602 0,89
2025-08-14 13F Punch & Associates Investment Management, Inc. 1 608 39,58 314 46,26
2025-08-14 13F Granite FO LLC 3 714 0,00 724 4,62
2025-08-05 13F Magnolia Capital Advisors Llc 3 693 8,84 720 13,92
2025-05-13 13F Paradigm Financial Partners, Llc 0 −100,00 0
2025-08-08 13F Financial Gravity Companies, Inc. 170 −41,58 33 −42,11
2025-08-06 13F Paulson Wealth Management Inc. 4 481 −17,37 874 −13,56
2025-08-14 13F Comerica Bank 141 141 0,43 27 524 5,13
2025-04-14 13F Baron Financial Group, LLC 0 −100,00 0
2025-07-07 13F Centurion Wealth Management LLC 1 742 340
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 8 670 −7,09 2 0,00
2025-08-12 13F Jacobi Capital Management LLC 4 251 −0,96 829 3,63
2025-05-02 13F BluePointe Capital Management, LLC 7 676 464,41 1 430 431,23
2025-07-23 13F Valmark Advisers, Inc. 2 475 −4,26 483 0,21
2025-07-22 13F Relyea Zuckerberg Hanson LLC 38 399 −2,14 7 488 2,45
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 1 573 −2,78 307 1,66
2025-07-25 13F Inman Jager Wealth Management, LLC 0 −100,00 0
2025-08-13 13F GeoWealth Management, LLC 34 793 12,48 6 785 17,74
2025-08-13 13F Willis Johnson & Associates, Inc. 1 611 0,00 314 4,67
2025-08-14 13F Oxford Financial Group Ltd 537 0,00 105 4,00
2025-07-25 13F Wealth Architects, LLC 134 344 5,32 26 198 10,26
2025-08-12 13F MWA Asset Management 2 110 −22,14 412 −18,45
2025-08-12 13F Manchester Capital Management LLC 9 101 −65,58 1 775 −63,98
2025-08-05 13F Centennial Bank/AR/ 1 560 −39,06 304 −36,13
2025-08-13 13F Cary Street Partners Financial Llc 23 277 92,93 4 539 102,00
2025-08-14 13F Fwl Investment Management, Llc 17 0,00 3 0,00
2025-07-07 13F Bangor Savings Bank 23 247 0,08 4 533 4,76
2025-08-13 13F Satovsky Asset Management Llc 1 027 −4,82 200 −0,50
2025-08-13 13F Brandes Investment Partners, Lp 8 932 −69,19 1 742 −67,76
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 173 386 −6,48 34 −2,94
2025-07-08 13F Atwood & Palmer Inc 0 0
2025-07-23 13F Hardy Reed LLC 7 436 0,00 1 450 4,69
2025-07-22 13F Berkshire Money Management, Inc. 125 24
2025-07-17 13F Sound Income Strategies, LLC 904 158,29 176 170,77
2025-08-05 13F HFG Advisors, Inc. 4 585 −0,59 894 4,07
2025-05-15 13F AlTi Global, Inc. 0 −100,00 0
2025-07-23 13F Pure Portfolios Holdings Llc 5 022 91,10 979 100,20
2025-08-13 13F Summit Wealth Group Llc / Co 6 367 1 247
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 0 −100,00 0
2025-07-28 13F Holistic Planning, LLC 5 250 2,36 1 024 7,12
2025-07-16 13F Holland Advisory Services, Inc. 1 405 0,00 274 4,60
2025-07-29 13F Wealthstream Advisors, Inc. 3 094 0,00 603 4,69
2025-07-29 13F Gladwyn Financial Advisors, Inc. 49 372 9 628
2025-07-16 13F Dakota Wealth Management 2 242 −11,17 437 −7,02
2025-07-25 13F RHS Financial, LLC 3 991 209,62 778 224,17
2025-08-08 13F Tanglewood Legacy Advisors, LLC 539 24,48 105 31,25
2025-07-15 13F Bfsg, Llc 459 −17,89 90 −14,42
2025-07-29 13F Chicago Partners Investment Group LLC 31 209 −1,82 6 388 9,99
2025-08-07 13F 1st Source Bank 1 583 0,00 309 4,76
2025-07-17 13F CWA Asset Management Group, LLC 17 805 −0,02 3 472 4,67
2025-08-12 13F Franklin Resources Inc 3 515 −1,40 685 3,16
2025-08-08 13F Gts Securities Llc 9 918 387,37 1 934 410,29
2025-07-30 13F Sonata Capital Group Inc 13 447 −1,41 3 0,00
2025-08-11 13F Novak & Powell Financial Services, Inc. 0 −100,00 0
2025-07-09 13F Camelot Technology Advisors, Inc. 2 327 0,00 454 4,62
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 1 0
2025-08-12 13F TCTC Holdings, LLC 423 0,00 82 5,13
2025-07-28 13F Perfromance Wealth Partners, LLC 1 071 209
2025-08-08 13F Firestone Capital Management 50 474 3,65 9 843 8,51
2025-07-31 13F Cornerstone Management, Inc. 31 672 0,53 6 176 5,25
2025-07-24 13F KC Investment Advisors, LLC 1 125 219
2025-07-29 13F Angeles Wealth Management, Llc 1 130 0,09 220 4,76
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 1 625 −11,78 317 −7,87
2025-08-01 13F American Financial & Tax Strategies Inc 15 020 −0,94 2 929 3,68
2025-07-21 13F Ashton Thomas Securities, Llc 12 0,00 2 0,00
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 0 −100,00 0
2025-07-17 13F Dopkins Wealth Management, Llc 4 479 −6,63 873 −2,24
2025-07-31 13F City State Bank 8 268 −2,07 1 612 2,54
2025-08-19 13F Anchor Investment Management, LLC 3 821 −1,24 745 3,47
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 92 876 −0,81 18 112 3,82
2025-07-22 13F Sage Investment Counsel LLC 3 855 −33,33 752 −30,27
2025-08-04 13F One Day In July LLC 7 184 54,46 1 401 61,78
2025-08-18 13F Tactive Advisors, LLC 2 895 564
2025-08-06 13F Hallmark Capital Management Inc 87 −4,40 17 6,25
2025-05-01 13F Schechter Investment Advisors, LLC 6 765 12,83 1 260 6,06
2025-08-11 13F Lowe Brockenbrough & Co Inc 34 7
2025-08-13 13F Natixis Advisors, L.p. 100 061 −30,32 20 −26,92
2025-07-31 13F Brian Low Financial Group, Llc 1 406 274
2025-08-11 13F Wealthspire Advisors, LLC 357 106 0,80 69 639 5,52
2025-07-23 13F Quarry Hill Advisors, Llc 2 601 −0,61 507 4,11
2025-07-23 13F Opulen Financial Group LLC 13 360 1,42 2 605 6,20
2025-07-31 13F New Hampshire Trust 1 854 −0,16 362 4,64
2025-08-12 13F Goepper Burkhardt LLC 22 470 −9,38 4 382 −5,15
2025-05-09 13F Comprehensive Financial Planning, Inc./PA 0 −100,00 0
2025-07-25 13F LRI Investments, LLC 918 0,00 179 4,68
2025-07-14 13F Acropolis Investment Management, LLC 12 603 1,25 2 458 6,00
2025-07-25 13F Stephens Consulting, LLC 2 743 41,32 535 47,92
2025-07-28 13F Ritholtz Wealth Management 4 331 −1,16 845 3,43
2025-07-16 13F/A CX Institutional 48 111 33,95 9 50,00
2025-08-11 13F TD Waterhouse Canada Inc. 2 342 7,98 465 14,81
2025-08-01 13F Zhang Financial LLC 236 780 −3,37 46 174 1,15
2025-08-14 13F EP Wealth Advisors, Inc. 46 333 3,35 9 035 8,19
2025-08-05 13F Key FInancial Inc 1 032 0,68 201 5,79
2025-08-14 13F Betterment LLC 3 200 471 −4,55 624 0,00
2025-08-05 13F Dravo Bay Llc 7 184 −3,56 1 363 −1,80
2025-08-12 13F CIBC Private Wealth Group, LLC 9 516 1,00 1 856 21,00
2025-07-18 13F Parsons Capital Management Inc/ri 8 335 2,48 1 626 7,26
2025-08-06 13F Robinson Smith Wealth Advisors Llc 1 529 0,00 298 4,93
2025-08-07 13F Allworth Financial LP 794 775 6,59 154 989 15,65
2025-07-11 13F Harbour Capital Advisors, LLC 1 187 −4,04 238 9,17
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0
2025-08-14 13F Dagco, Inc. 770 0,00 150 4,90
2025-07-25 13F Richardson Financial Services Inc. 7 510 9,13 1 491 16,32
2025-05-05 13F Genesis Wealth Advisors, LLC 0 −100,00 0
2025-08-15 13F Fidelity D & D Bancorp Inc 2 223 −56,39 434 −54,37
2025-08-06 13F Adviser Investments LLC 467 411 8,03 91 150 13,08
2025-08-01 13F Logan Capital Management Inc 0 −100,00 0
2025-07-09 13F Heritage Wealth Architects, Inc. 0 −100,00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 12 746 13,65 2 486 18,96
2025-07-25 13F Ackerman Capital Advisors, LLC 32 685 24,47 6 374 30,30
2025-07-25 13F Johnson Investment Counsel Inc 84 267 1,21 16 433 5,94
2025-08-28 NP New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 15 436 374,52 3 010 396,70
2025-08-08 13F WP Advisors, LLC 12 771 −0,82 2 490 3,84
2025-08-01 13F Belvedere Trading LLC Call 1 500 293
2025-08-07 13F McClarren Financial Advisors, Inc. 5 249 7,58 1 024
2025-08-05 13F Lifeworks Advisors, LLC 1 029 201
2025-07-24 13F Insight Inv LLC 1 143 0,00 223 4,72
2025-05-09 13F Delta Financial Group, Inc. 1 545 −1,78 0
2025-08-05 13F Elm Partners Management LLC 3 034 −17,84 592 −13,97
2025-08-13 13F American Money Management, LLC 3 803 −3,53 742 0,95
2025-08-12 13F BWM Planning, LLC 1 651 0,00 322 4,89
2025-07-30 13F White Lighthouse Investment Management Inc. 34 440 0,37 6 716 5,07
2025-07-09 13F Market Street Wealth Management Advisors Llc 7 965 −1,73 1 553 2,92
2025-07-09 13F Christopher J. Hasenberg, Inc 30 −34,78 6 −37,50
2025-08-08 13F Bailard, Inc. 246 697 0,37 48 108 5,07
2025-07-11 13F Financial Advisory Corp 275 782 2,68 53 780 7,48
2025-08-14 13F Dearborn Partners Llc 0 −100,00 0
2025-07-22 13F Beacon Financial Advisory LLC 4 710 −9,89 918 −5,65
2025-08-04 13F JDM Financial Group LLC 341 0,00 66 4,76
2025-08-14 13F Fiduciary Trust Co 1 688 −18,30 329 −14,32
2025-08-13 13F My Purposeful Wealth Corp. 16 356 25,12 3 243 33,14
2025-05-15 13F White Knight Strategic Wealth Advisors, LLC 0 −100,00 0
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-07-11 13F Pinnacle Bancorp, Inc. 1 963 −5,90 383 −1,55
2025-07-22 13F HFM Investment Advisors, LLC 21 −4,55 4 0,00
2025-04-25 13F EnRich Financial Partners LLC 0 −100,00 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-08 13F Creative Planning 297 801 −6,95 58 074 −2,59
2025-08-13 13F River Wealth Advisors LLC 1 026 −23,49 200 −19,68
2025-07-22 13F Global Assets Advisory, LLC 0 −100,00 0
2025-08-06 13F Hoxton Planning & Management, LLC 3 605 17,62 703 23,33
2025-07-23 13F Matisse Capital 10 652 0,00 2 077 4,69
2025-07-30 13F Nottingham Advisors, Inc. 2 099 −2,91 409 1,74
2025-07-21 13F Crews Bank & Trust 40 0,00 8 0,00
2025-08-12 13F Weitzel Financial Services, Inc. 6 059 6,69 1 199 19,30
2025-07-29 13F Semitam Bonam Llc 1 630 318
2025-07-31 13F FSM Wealth Advisors, LLC 2 743 −0,76 547 6,23
2025-07-17 13F Investment Research & Advisory Group, Inc. 2 083 406
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 87 206 −2,86 17 006 1,68
2025-08-14 13F Two Sigma Investments, Lp 0 −100,00 0
2025-08-14 13F Visionary Wealth Advisors 5 121 39,23 999 45,69
2025-08-15 13F Northeast Financial Consultants Inc 17 637 −6,93 3 439 −2,58
2025-08-06 13F Golden State Wealth Management, LLC 1 347 −15,18 263 −11,19
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 7 171 2,05 1 399 6,80
2025-07-23 13F Mainsail Asset Management, Llc 27 563 0,01 5 375 4,69
2025-04-29 13F Fortune Financial Advisors, LLC 0 −100,00 0
2025-07-11 13F Seacrest Wealth Management, Llc 2 419 −57,24 472 −55,27
2025-07-01 13F Harbor Investment Advisory, Llc 2 858 9,92 557 15,08
2025-07-24 13F Capital Advisors, Ltd. LLC 1 856 −0,70 0
2025-08-13 13F Hsbc Holdings Plc 1 813 0,00 354 4,75
2025-04-24 13F Mascoma Wealth Management LLC 0 −100,00 0
2025-04-28 13F Meritage Portfolio Management 0 −100,00 0
2025-07-08 13F Peirce Capital Management, LLC 1 148 224
2025-07-16 13F Crowley Wealth Management, Inc. 404 0,00 79 4,00
2025-07-25 13F Sequoia Financial Advisors, LLC 81 670 −41,83 15 926 −39,11
2025-07-18 13F First United Bank Trust/ 8 993 −21,91 1 754 −18,28
2025-08-12 13F Strategic Advisors LLC 1 788 −72,08 349 −70,81
2025-08-13 13F Holos Integrated Wealth LLC 1 125 0,00 223 6,70
2025-04-09 13F Compass Investment Advisers LLC 1 080 214
2025-07-11 13F Rockwood Wealth Management, LLC 3 158 −2,44 616 1,99
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0 −100,00
2025-07-22 13F Belpointe Asset Management LLC 22 127 76,04 4 315 84,32
2025-08-13 13F EverSource Wealth Advisors, LLC 14 063 4,15 2 742 9,03
2025-07-17 13F Janney Montgomery Scott LLC 58 019 −26,56 11 −21,43
2025-07-28 13F Duncker Streett & Co Inc 8 703 −3,84 1 697 0,65
2025-08-14 13F Jane Street Group, Llc Call 3 800 −26,92 741 −23,45
2025-08-13 13F Gateway Wealth Partners, LLC 1 507 294
2025-08-04 13F UNIVEST FINANCIAL Corp 2 790 −25,90 544 −22,40
2025-08-12 13F J.w. Cole Advisors, Inc. 16 348 44,52 3 188 51,31
2025-07-23 13F Arcadia Investment Advisors Llc 811 158
2025-08-08 13F Petix & Botte Co 6 668 0,00 1 300 4,67
2025-08-19 13F Wealth Group, Ltd. 0 −100,00 0
2025-08-13 13F Trustmark National Bank Trust Department 7 383 −20,54 1 440 −16,82
2025-08-12 13F/A Brightwater Advisory LLC 1 855 0,00 362 4,64
2025-08-14 13F Ancora Advisors, LLC 63 306 2,53 12 345 7,33
2025-07-16 13F Perigon Wealth Management, LLC 23 383 −2,47 4 560 2,08
2025-08-06 13F SOUTH STATE Corp 12 295 −2,38 2 398 2,17
2025-08-04 13F McMill Wealth Management 2 513 0,00 490 4,49
2025-08-08 13F King Wealth 5 274 −2,30 1 0,00
2025-07-16 13F Embree Financial Group 3 932 −0,08 767 4,50
2025-07-29 13F TFC Financial Management 1 238 −11,76 241 −7,66
2025-05-16 13F Coordinated Financial Services, Inc./CO 5 366 5,13 1 000 7,30
2025-07-07 13F Schulz Wealth, LTD. 1 039 203
2025-08-04 13F IFG Advisory, LLC 3 843 −75,25 749 −74,11
2025-04-15 13F Corrigan Financial, Inc. 13 019 −0,74 2 425 −6,69
2025-07-07 13F General Partner, Inc. 29 359 317,68 5 725 337,36
2025-08-01 13F Penobscot Wealth Management 1 560 304
2025-05-07 13F Serenus Wealth Advisors, LLC 0 −100,00 0
2025-07-22 13F IVC Wealth Advisors LLC 11 108 14,48 2 166 19,87
2025-07-22 13F Ervin Investment Management, LLC 23 822 −2,17 4 646 2,40
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 1 091 0,00 213 4,43
2025-07-09 13F Exchange Bank 3 127 −0,89 610 3,75
2025-07-09 13F Alesco Advisors Llc 6 465 0,00 1 261 4,65
2025-08-01 13F Unconventional Investor, LLC 3 072 0,00 599 4,72
2025-08-26 13F/A Thrivent Financial For Lutherans 13 402 −50,31 3 −60,00
2025-07-22 13F Warwick Investment Management, Inc. 0 −100,00 0
2025-07-09 13F Westmount Partners, LLC 0 −100,00 0
2025-08-12 13F Argent Trust Co 9 372 −6,49 1 828 −2,14
2025-07-24 13F Baldwin Brothers Inc/ma 16 036 1,00 3 127 5,75
2025-08-08 13F Thrive Capital Management, LLC 25 094 4 894
2025-07-24 13F Drucker Wealth 3.0, LLC 2 353 −3,01 473 4,88
2025-07-25 13F Lion Street Advisors, LLC 3 207 −18,31 625 −14,50
2025-07-29 13F Aspiriant, Llc 1 483 454 −3,76 289 287 0,74
2025-07-23 13F Lansing Street Advisors 48 578 101,99 9 517 112,43
2025-08-13 13F Fisher Asset Management, LLC 2 491 13,23 486 18,58
2025-08-07 13F Everhart Financial Group, Inc. 33 721 13,58 6 576 18,90
2025-07-15 13F Ballentine Partners, LLC 7 206 −1,40 1 405 3,23
2025-08-12 13F SRS Capital Advisors, Inc. 23 820 −9,74 5 939 20,79
2025-07-17 13F/A Capital Investment Advisors, LLC 1 635 17,63 319 23,26
2025-05-01 13F Coastal Investment Advisors, Inc. 0 −100,00 0
2025-08-04 13F Kovack Advisors, Inc. 4 566 −0,48 890 4,22
2025-07-15 13F BCS Wealth Management 3 958 11,12 1
2025-06-03 13F Invst, LLC 6 216 −80,43 1 158 −81,62
2025-07-16 13F ORG Partners LLC 164 0,00 33 6,67
2025-07-18 13F Trilogy Capital Inc. 3 136 −0,82 612 3,74
2025-08-14 13F Freedom Financial Partners LLC 0 −100,00 0
2025-08-14 13F Becker Capital Management Inc 3 515 0,43 689 5,52
2025-07-09 13F WealthCare Investment Partners, LLC 7 507 0,09 1 514 18,93
2025-07-14 13F AdvisorNet Financial, Inc 14 499 −3,89 2 827 0,60
2025-08-11 13F Strategic Wealth Partners, Ltd. 444 87
2025-08-14 13F/A Skopos Labs, Inc. 584 −0,68 114 3,67
2025-07-17 13F Beacon Capital Management, LLC 319 0,00 62 5,08
2025-07-21 13F Old Second National Bank Of Aurora 428 −8,35 83 −3,49
2025-07-15 13F Main Street Group, LTD 74 −13,95 14 −12,50
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 5 242 −0,40 1 022 4,29
2025-08-13 13F Systematic Financial Management Lp 401 −39,61 78 −36,59
2025-08-07 13F Fidelis Capital Partners, LLC 2 247 0,00 445 10,70
2025-04-11 13F Safeguard Financial, LLC 132 402 4,87 24 665 −1,42
2025-08-14 13F Glen Eagle Advisors, LLC 677 −29,48 132 −26,40
2025-07-16 13F Signaturefd, Llc 3 251 74,13 634 82,42
2025-07-29 13F Werba Rubin Papier Wealth Management 15 798 −1,73 3 081 2,87
2025-08-05 13F Westside Investment Management, Inc. 97 0,00 19 0,00
2025-07-30 13F Retirement Planning Group 5 224 0,42 1 019 5,06
2025-07-08 13F Next Level Private LLC 1 829 −1,35 357 3,19
2025-07-18 13F Northstar Group, Inc. 1 045 204
2025-05-09 13F Prime Buchholz LLC 0 −100,00 0
2025-08-14 13F DecisionPoint Financial, LLC 34 0,00 7 0,00
2025-07-24 13F Us Bancorp \de\ 147 872 1,28 28 853 6,02
2025-08-14 13F Smartleaf Asset Management LLC 2 117 −26,21 415 −22,18
2025-07-31 13F 180 Wealth Advisors, Llc 9 788 −0,31 1 909 4,32
2025-07-25 13F Almanack Investment Partners, LLC. 56 450 11 008
2025-08-19 13F Newbridge Financial Services Group, Inc. 50 −28,57 10 −30,77
2025-08-14 13F Stifel Financial Corp 331 832 2,86 64 716 7,67
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 −100,00 0
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 3 988 −5,48 778 −1,02
2025-08-07 13F Nwam Llc 13 211 −47,66 2 645 −43,77
2025-07-30 13F Paragon Financial Partners, Inc. 0 −100,00 0
2025-08-12 13F Trivant Custom Portfolio Group, LLC 0 −100,00 0
2025-08-07 13F Sierra Ocean, Llc 906 0,00 177 4,76
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 7 932 −5,93 1 547 −1,53
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 132 699 7,69 25 878 12,73
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 93 548 10,12 18 243 15,27
2025-07-22 13F Dougherty Wealth Advisers LLC 4 251 0,00 829 4,68
2025-07-29 13F Activest Wealth Management 0 0
2025-08-13 13F American Investment Services, Inc. 32 620 2,31 6 361 7,11
2025-08-14 13F Talon Private Wealth, LLC 10 467 −23,93 2 041 −20,71
2025-08-13 13F Tobias Financial Advisors, Inc. 10 159 −10,53 1 981 −6,34
2025-07-28 13F Private Wealth Asset Management, LLC 363 56,47 71 62,79
2025-07-02 13F Helen Stephens Group, LLC 0 −100,00 0
2025-05-12 13F ESL Trust Services, LLC 0 −100,00 0
2025-08-20 13F Forefront Wealth Partners, LLC 2 906 6,60 576 13,41
2025-07-25 13F Keener Financial Planning LLC 467 128,92 0
2025-08-12 13F Peachtree Investment Partners, LLC 316 0,00 62 5,17
2025-08-13 13F Jackson Creek Investment Advisors LLC 4 251 3,51 1
2025-08-04 13F Retirement Systems of Alabama 382 480 0,00 74 587 4,68
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 41 435 −1,43 8 080 3,19
2025-08-05 13F Sigma Planning Corp 23 696 2,67 4 621 7,47
2025-07-18 13F Meritas Wealth Management, LLC 5 261 0,02 1 026 4,70
2025-07-22 13F Accel Wealth Management 1 674 0,60 327 5,16
2025-08-08 13F Burling Wealth Partners, Llc 1 990 0,00 388 4,86
2025-07-09 13F Wolff Financial Management Llc 16 453 0,00 3 0,00
2025-07-22 13F Berger Financial Group, Inc 1 215 −7,74 237 −3,67
2025-08-07 13F Rathbone Brothers plc 2 000 0,00 390 4,84
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 0 −100,00 0
2025-07-14 13F Chapin Davis, Inc. 8 395 0,50 1 637 5,21
2025-07-08 13F Adamsbrown Wealth Consultants Llc 1 957 1,08 382 5,83
2025-07-18 13F Columbia Asset Management 1 458 3,55 284 8,40
2025-07-17 13F Summit Financial Strategies, Inc. 1 834 0,27 358 5,00
2025-08-14 13F Wit, Llc 250 167 48 785
2025-07-14 13F Argentarii, LLC 1 728 11,70 337 17,01
2025-08-04 13F Partners in Financial Planning 100 573 2,22 19 613 7,01
2025-08-06 13F Forbes Financial Planning, Inc. 44 574 −5,90 8 692 −1,48
2025-08-05 13F Fourth Dimension Wealth, LLC 1 528 −31,69 298 −28,61
2025-07-18 13F Marino, Stram & Associates Llc 7 932 1 547
2025-08-12 13F Charles Schwab Investment Management Inc 268 007 −0,21 52 264 4,46
2025-08-14 13F LifePlan Investment Advisors, Inc. 25 782 0,24 5 028 4,93
2025-08-05 13F Huntington National Bank 1 454 −5,28
2025-08-06 13F Wsfs Capital Management, Llc 2 246 2,89 438 7,88
2025-08-08 13F Austin Wealth Management, LLC 1 434 −15,25 284 −6,58
2025-08-07 13F Midwest Trust Co 25 578 4 988
2025-08-06 13F Financial Advisory Corp /ut/ /adv 1 555 −1,83 0
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 1 308 −16,63 255 −12,67
2025-08-14 13F Wealth Preservation Advisors, LLC 3 746 0,00 731 4,73
2025-07-31 13F Buckingham Strategic Partners 139 592 −0,68 27 222 3,97
2025-08-11 13F Atlantic Private Wealth, LLC 673 0,00 131 4,80
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 94 18
2025-08-06 13F Stonebridge Financial Planning Group, LLC 3 066 −25,33 598 −21,86
2025-08-11 13F Vanguard Group Inc 32 416 −2,08 6 321 2,50
2025-08-14 13F TT Capital Management LLC 19 240 3 568
2025-08-13 13F Orleans Capital Management Corp/la 2 373 463
2025-07-25 13F Gibson Capital, LLC 2 899 −0,10 565 4,63
2025-05-06 13F JPL Wealth Management, LLC 4 447 31,03 853 26,93
2025-09-05 13F/A Prospera Capital Management, LLC 4 514 10,58 884 16,32
2025-07-29 13F Signature Estate & Investment Advisors Llc 24 228 33,46 4 725 39,72
2025-08-08 13F Wealth Quarterback LLC 1 329 −33,55 259 −30,38
2025-08-06 13F Thompson Siegel & Walmsley Llc 238 826 0,14 47 4,55
2025-07-17 13F Northwest Wealth Management, Llc 15 372 0,26 2 998 4,94
2025-08-08 13F Kingsview Wealth Management, LLC 7 811 −3,13 1 523 1,40
2025-08-14 13F Financial Engines Advisors L.L.C. 12 156 −13,10 2 370 −9,06
2025-08-08 13F ProVise Management Group, LLC 7 239 −1,01 1 412 3,60
2025-08-12 13F PKS Advisory Services, LLC 1 351 −45,26 283 −38,34
2025-08-11 13F FSA Wealth Management LLC 40 0,00 8 0,00
2025-08-12 13F WealthTrak Capital Management LLC 1 755 6,82 342 11,76
2025-07-18 13F Magnolia Private Wealth, LLC 3 471 −4,67 677 −0,29
2025-08-06 13F Van Cleef Asset Management,Inc 32 075 −1,36 6 255 3,25
2025-08-14 13F IHT Wealth Management, LLC 22 535 0,25 4 395 4,94
2025-07-24 13F Gilliland Jeter Wealth Management LLC 1 536 0,00 300 4,55
2025-07-29 13F Spectrum Investment Advisors, Inc. 44 264 7,26 8 632 12,28
2025-08-14 13F Obsidian Personal Planning Solutions LLC 1 721 0,00 336 8,41
2025-07-25 13F Retirement Planning Group, Llc / Ny 2 036 57,22 399 65,15
2025-07-23 13F Schrum Private Wealth Management LLC 1 504 0,00 293 4,64
2025-07-30 13F Arbor Investment Advisors, LLC 6 394 5,34 1 247 10,27
2025-07-29 13F Stratos Wealth Partners, LTD. 9 804 −13,00 1 912 −8,91
2025-07-30 13F Cullen/frost Bankers, Inc. 13 412 43,61 2 616 50,37
2025-07-29 13F Financial Futures Ltd Liability Co. 2 097 −1,27 409 3,54
2025-07-23 13F Elevate Wealth Advisory, Inc 78 15
2025-08-05 13F Cherry Tree Wealth Management, LLC 57 398 −0,41 11 193 4,26
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 3 487 37,77 680 44,16
2025-08-13 13F Ofc Financial Planning, Llc 9 269 −0,43 1 808 4,21
2025-07-14 13F Caitlin John, LLC 4 041 7,47 788 12,57
2025-08-08 13F Brickley Wealth Management 124 223 0,46 24 225 5,16
2025-08-13 13F Transce3nd, LLC 4 134 18,08 807 24,00
2025-08-14 13F Mercer Global Advisors Inc /adv 176 390 −22,96 34 413 −19,22
2025-07-16 13F Jentner Corp 6 162 0,41 1 202 5,07
2025-08-12 13F Laurel Wealth Advisors LLC 10 726 19 401,82 0 −100,00
2025-07-30 13F Studio Investment Management Llc 93 413 −6,35 18 302 −1,51
2025-08-07 13F Apeiron RIA LLC 2 987 −0,90 582 3,74
2025-07-30 13F D.a. Davidson & Co. 60 384 −7,91 11 776 −3,60
2025-07-22 13F Windward Private Wealth Management Inc. 8 947 −0,02 1 745 4,62
2025-07-31 13F Sage Mountain Advisors LLC 11 020 0,00 2 149 4,73
2025-07-25 NP UCMCX - Cornerstone Moderately Conservative Fund 8 408 0,00 1 589 −4,51
2025-07-24 13F Bernard Wealth Management Corp. 47 0,00 9 12,50
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-08-07 13F Winthrop Capital Management, LLC 2 014 0,00 0
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-07-11 13F Capital Advantage, Inc. 48 801 −38,12 9 517 −39,11
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-12 13F Pathstone Holdings, LLC 162 441 83,51 30 167 82,94
2025-08-13 13F Bare Financial Services, Inc 873 0,00 170 4,94
2025-07-25 13F GFS Advisors, LLC 6 829 −6,91 1 332 −2,56
2025-08-01 13F Yukon Wealth Management, Inc. 3 335 −25,61 650 −22,16
2025-08-13 13F Northwestern Mutual Wealth Management Co 354 686 5,44 69 167 10,38
2025-08-18 13F Front Row Advisors LLC 177 35
2025-07-23 13F Woodside Wealth Management LLC 2 999 0,00 585 4,66
2025-07-15 13F Burns Matteson Capital Management, LLC 4 777 −0,54 932 4,14
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-04-09 13F Worth Asset Management, LLC 0 −100,00 0
2025-08-19 13F Asset Dedication, LLC 7 284 −0,52 1 420 4,11
2025-07-31 13F Brighton Jones Llc 22 001 −2,78 4 291 1,78
2025-08-12 13F Financial Advocates Investment Management 1 222 −80,40 238 −79,50
2025-07-17 13F San Luis Wealth Advisors LLC 38 583 8
2025-07-15 13F Garrett Investment Advisors LLC 24 184 2,54 4 716 7,35
2025-07-31 13F Leavell Investment Management, Inc. 12 436 −2,45 2 436 2,61
2025-08-11 13F Inspire Advisors, LLC 1 474 1,24 288 5,90
2025-08-14 13F/A Rockefeller Capital Management L.P. 440 453 4,78 85 893 9,68
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 41 069 0,08 8 009 4,76
2025-08-13 13F KDK Private Wealth Management, LLC 1 622 −0,98 316 3,61
2025-07-28 13F Founders Grove Wealth Partners, Llc 6 466 11,62 1 261 16,77
2025-08-06 13F Vantage Financial Partners, LLC 2 052 −4,82 400 −0,25
2025-08-14 13F Quantinno Capital Management LP 11 060 −19,22 2 157 −15,45
2025-08-15 13F Chapman Financial Group, Llc 1 945 −3,47 379 −5,01
2025-08-14 13F Modern Wealth Management, LLC 2 768 −2,84 540 1,70
2025-07-17 13F Claris Advisors, Llc / Mo / 1 315 0,00 256 4,92
2025-08-07 13F Shared Vision Wealth Group LLC 1 244 0,00 247 6,49
2025-08-06 13F Spurstone Advisory Services, LLC 3 0,00 1
2025-07-23 13F Country Club Bank /gfn 3 087 0,00 604 5,59
2025-07-28 13F Verisail Partners, LLC 4 636 0,26 904 4,99
2025-08-12 13F Fortis Capital Management LLC 38 886 0,19 7 583 4,88
2025-08-12 13F Seeds Investor Llc 10 675 −10,44 2 082 −6,26
2025-08-14 13F Financial Advisors Network, Inc. 15 818 7,55 3 085 12,60
2025-07-22 13F Wells Trecaso Financial Group, LLC 14 874 −0,23 2 901 4,43
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-04-24 13F Wright Fund Managment, LLC 0 −100,00 0
2025-07-29 13F Empirical Asset Management, LLC 2 765 0,00 539 4,66
2025-08-05 13F Beckerman Institutional, LLC 3 023 −2,61 1
2025-07-07 13F O'Connor Financial Group LLC 8 463 −37,03 1 707 −31,80
2025-07-29 13F Mezzasalma Advisors, LLC 4 252 −2,30 829 2,35
2025-07-14 13F Narus Financial Partners, LLC 2 317 9,04 452 14,18
2025-07-15 13F Gpwm Llc 32 391 −0,93 6 317 3,71
2025-07-14 13F Friday Financial 4 053 0,12 790 3,00
2025-08-05 13F Gibraltar Capital Management, Inc. 12 726 6,10 2 482 11,06
2025-08-04 13F BLB&B Advisors, LLC 2 281 4,73 445 9,63
2025-07-17 13F Lauterbach Financial Advisors, LLC 1 117 218
2025-07-30 13F/A KPP Advisory Services LLC 24 396 −17,70 4 757 −13,85
2025-07-03 13F JBGlobal.com LLC 52 374 −28,47 10 213 −25,12
2025-07-17 13F Chatham Capital Group, Inc. 5 629 0,00 1 098 4,68
2025-08-14 13F Lazard Asset Management Llc 610 0,00 0
2025-08-08 13F Tortoise Investment Management, LLC 21 830 −0,61 4 257 4,03
2025-07-23 13F WoodTrust Financial Corp 0 −100,00 0
2025-08-14 13F Advisor OS, LLC 1 106 216
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-08-13 13F Milestone Investment Advisors LLC 1 366 −29,55 266 −26,32
2025-07-15 13F MCF Advisors LLC 50 0,00 10 0,00
2025-07-07 13F Dominguez Wealth Management Solutions, Inc. 2 028 0,00 395 4,77
2025-07-24 13F IFP Advisors, Inc 7 986 −56,92 1 560 −54,88
2025-08-11 13F Brass Tax Wealth Management, Inc 3 258 −0,18 635 4,44
2025-04-23 13F Madrona Financial Services, LLC 0 −100,00 0
2025-08-13 13F Level Four Advisory Services, Llc 5 667 −4,37 1 105 0,09
2025-07-22 13F Wealthcare Advisory Partners LLC 19 438 −35,01 3 791 −31,97
2025-07-16 13F Magnus Financial Group LLC 9 723 −24,76 1 896 −21,23
2025-07-29 13F Barlow Wealth Partners, Inc. 1 570 6,22 315 19,32
2025-07-22 13F Woodmont Investment Counsel Llc 3 121 −4,59 609 −0,16
2025-08-11 13F Brown Wealth Management, Llc 12 861 −34,83 2 508 −31,77
2025-08-05 13F Tiaa Trust, National Association 782 506 0,97 152 597 5,69
2025-08-14 13F Financial Advisory Service, Inc. 17 173 −1,15 3 349 3,46
2025-07-22 13F Red Tortoise LLC 6 952 −3,66 1 356 0,82
2025-07-22 13F Miracle Mile Advisors, LLC 14 699 23,67 2 866 29,45
2025-08-06 13F Ipsen Advisor Group LLC 1 042 203
2025-08-07 13F Argent Advisors, Inc. 1 601 0,00 312 4,70
2025-08-14 13F Potentia Wealth 2 709 0,00 528 4,76
2025-06-30 NP PFSMX - RiskPro® PFG 30+ Fund Class R 12 063 2,14 2 171 −10,44
2025-07-09 13F Goelzer Investment Management, Inc. 4 436 0,14 865 4,85
2025-08-07 13F Aegis Wealth Management LLC 11 137 0,00 2 075 0,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 812 288 67,08 156 323 72,35
2025-08-07 13F Summit X, LLC 3 646 100,00 711 109,73
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 0 −100,00 0
2025-07-21 13F Jmac Enterprises Llc 57 051 0,94 11 126 5,67
2025-07-29 13F Balboa Wealth Partners 1 173 229
2025-08-11 13F Blue Bell Private Wealth Management, Llc 169 0,00 33 3,23
2025-08-11 13F Culbertson A N & Co Inc 20 869 5,26 4 070 10,18
2025-05-01 13F Platform Technology Partners 0 −100,00 0
2025-07-25 13F Landmark Wealth Management, LLC 2 448 −23,33 0
2025-09-09 13F NWF Advisory Services Inc. 2 010 −7,84 392 −3,45
2025-07-23 13F Eagle Rock Investment Company, Llc 3 015 34,84 588 41,11
2025-07-21 13F Ameritas Advisory Services, LLC 15 175 −15,73 2 959 −14,48
2025-08-06 13F Rialto Wealth Management, LLC 18 617 −3,38 3 631 1,14
2025-07-10 13F American Financial Advisors, LLC 4 867 949
2025-08-18 13F Pacific Center for Financial Services 0 −100,00 0
2025-07-14 13F Foster Group, Inc. 203 956 −0,64 39 773 4,01
2025-07-21 13F Ascent Group, LLC 18 434 −0,78 3 595 3,87
2025-04-15 13F Noble Wealth Management PBC 111 0,00 21 −4,76
2025-07-25 13F Libra Wealth Llc 3 627 0,03 707 4,74
2025-07-30 13F Jacobsen Capital Management 71 423 5,05 13 928 9,97
2025-08-11 13F PFG Private Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Aspen Grove Capital, LLC 1 900 −13,64 372 −9,05
2025-04-01 NP GMOM - Cambria Global Momentum ETF 31 772 −9,05 6 523 −6,06
2025-08-12 13F NFP Retirement, Inc. 10 632 −0,10 2 073 4,59
2025-08-05 13F Telos Capital Management, Inc. 11 831 8,98 2 307 14,09
2025-07-17 13F Kavar Capital Partners Group, Llc 28 774 −0,07 5 611 4,62
2025-08-04 13F Arkadios Wealth Advisors 18 212 5,79 3 552 10,73
2025-08-25 13F/A Promus Capital, LLC 0 −100,00 0 −100,00
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 94 0,00 18 5,88
2025-08-12 13F Fairscale Capital, LLC 502 0,00 100 6,45
2025-08-14 13F Navigoe, LLC 49 32,43 0
2025-08-11 13F HHM Wealth Advisors, LLC 1 840 114,70 359 125,16
2025-09-12 13F/A Valeo Financial Advisors, LLC 30 771 7,96 4 629 15,75
2025-08-04 13F Amplius Wealth Advisors, LLC 1 591 0,00 310 4,73
2025-08-14 13F Arete Wealth Advisors, LLC 2 888 −45,26 1
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 0 −100,00 0
2025-08-11 13F Compass Capital Corp /ma/ /adv 3 195 −16,73 636 −7,02
2025-08-29 13F Total Investment Management Inc 857 −50,17 167 −47,81
2025-08-08 13F Advisors Capital Management, LLC 1 212 236
2025-07-18 13F Bartlett & Co. Wealth Management Llc 70 627 −0,84 13 790 3,93
2025-07-30 13F Pacific Sun Financial Corp 6 156 −0,73 1 200 3,90
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-15 13F Hippocratic Financial Advisors, LLC 1 495 −10,91 292 −6,73
2025-07-29 13F Foster & Motley Inc 15 478 −5,81 3 0,00
2025-08-13 13F Quest Investment Management Llc 74 298 0,00 14 489 4,68
2025-08-14 13F Sterling Wealth Management, Inc. 38 105 −1,85 7 431 −3,42
2025-04-28 13F Principal Financial Group Inc 0 −100,00 0
2025-08-06 13F Atlantic Union Bankshares Corp 760 148
2025-07-18 13F Provident Wealth Management, LLC 2 057 0,00 401 4,70
2025-08-13 13F M&t Bank Corp 58 070 17,56 11 324 23,06
2025-07-24 13F Eastern Bank 203 0,00 40 5,41
2025-07-29 13F Rodgers & Associates, LTD 316 993 4,59 61 817 9,48
2025-08-14 13F Monograph Wealth Advisors, Llc 28 557 −2,15 5 595 2,91
2025-07-24 13F McKinley Carter Wealth Services, Inc. 14 850 −2,62 2 896 1,94
2025-07-14 13F Cathy Pareto & Associates, Inc 19 416 −7,27 3 786 −2,92
2025-07-28 13F Curated Wealth Partners LLC 1 926 0,00 376 4,75
2025-07-15 13F Maseco Llp 1 000 195
2025-07-09 13F Brand Asset Management Group, Inc. 4 936 −13,08 963 −8,99
2025-08-14 13F Stage Harbor Financial, Llc 3 702 −7,86 722 −3,61
2025-07-22 13F Oak Hill Wealth Advisors, Llc 3 400 −2,72 681 4,61
2025-07-28 13F Morris Financial Concepts, Inc. 86 19,44 17 23,08
2025-08-13 13F Wrenne Financial Planning LLC 43 596 53,78 8 502 60,97
2025-07-22 13F Highland Capital Management, Llc 51 675 −0,46 10 077 4,20
2025-07-10 13F ARS Wealth Advisors Group, LLC 103 560 −1,88 20 195 2,71
2025-07-17 13F Albion Financial Group /ut 91 0,00 18 6,25
2025-08-06 13F Walkner Condon Financial Advisors LLC 9 553 −22,04 1 863 −18,40
2025-07-17 13F Wagner Wealth Management, Llc 504 70,27 98 78,18
2025-08-06 13F Mascagni Wealth Management, Inc. 6 664 −26,64 1 299 −23,23
2025-07-17 13F Fifth Third Securities, Inc. 43 103 4,97 8 406 9,88
2025-08-14 13F Glenview Trust Co 3 262 38,93 636 45,54
2025-08-05 13F Roffman Miller Associates Inc /pa/ 2 660 −3,69 519 0,78
2025-08-12 13F Martin Worley Group 5 671 −1,36 1 106 3,17
2025-07-30 13F Paragon Advisors, LLC 1 290 2,79 251 7,73
2025-07-18 13F Nabity-Jensen Investment Management Inc 35 175 0,09 6 859 4,78
2025-08-11 13F United Capital Financial Advisers, Llc 372 856 −7,43 72 711 −3,10
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-07-11 13F LongView Wealth Management 4 728 −3,08 922 1,54
2025-08-14 13F KKM Financial LLC 2 049 0,00 400 4,72
2025-07-25 13F One Degree Advisors Inc 46 321 4,87 9 12,50
2025-07-23 13F Hall Capital Management Co Inc 5 989 −1,29 1 168 3,27
2025-07-08 13F Chemistry Wealth Management LLC 26 379 −0,56 5 144 4,11
2025-04-18 13F Wolf Group Capital Advisors 5 612 210,06 1 045 249,50
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 7 548 −1,68 1 472 2,94
2025-07-22 13F Kessler Investment Group, LLC 47 0,00 9 12,50
2025-08-13 13F Ally Invest Advisors Inc. 16 279 4,09 3 175 8,96
2025-07-21 13F Qrg Capital Management, Inc. 3 116 2,57 608 7,24
2025-07-08 13F Canandaigua National Bank & Trust Co 4 416 −0,41 861 4,24
2025-07-30 13F Whittier Trust Co Of Nevada Inc 1 964 8,39 383 13,35
2025-08-04 13F Simon Quick Advisors, Llc 7 351 0,46 1 433 5,14
2025-04-11 13F Independence Bank of Kentucky 0 −100,00 0
2025-08-12 13F Weik Capital Management 3 000 0,00 585 4,84
2025-07-03 13F Garde Capital, Inc. 58 860 −0,34 11 478 4,33
2025-07-24 13F Trust Co Of Toledo Na /oh/ 5 593 1 091
2025-08-06 13F Grey Fox Wealth Advisors, LLC 114 766 4,88 22 485 10,30
2025-08-08 13F Pnc Financial Services Group, Inc. 780 538 −2,20 152 213 2,38
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-07-22 13F DAVENPORT & Co LLC 44 336 3,24 8 646 8,06
2025-07-10 13F Cypress Point Wealth Management, LLC 2 308 0,00 450 4,90
2025-07-17 13F Lazari Capital Management, Inc. 1 430 22,33 279 28,11
2025-04-25 13F/A Blankinship & Foster, LLC 0 −100,00 0
2025-07-15 13F Fifth Third Bancorp 88 474 −6,02 17 253 −1,62
2025-08-08 13F New England Capital Financial Advisors LLC 107 −44,56 21 −42,86
2025-07-09 13F Bowman & Co S.C. 2 902 −28,72 566 −25,46
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 500 0,00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-14 13F Keystone Financial Services, LLC 1 100 −0,18 214 4,39
2025-07-23 13F Sachetta, LLC 490 −2,58 96 2,15
2025-08-08 13F Advyzon Investment Management, LLC 8 877 3,41 1 731 8,26
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 10 172 −0,33 1 984 4,31
2025-07-17 13F Archford Capital Strategies, LLC 24 243 10,29 4 728 15,46
2025-07-31 13F Silver Oak Advisory Group, Inc. 2 922 −12,62 1
2025-08-06 13F Texas Yale Capital Corp. 67 836 5,27 13 229 10,19
2025-07-16 13F St Germain D J Co Inc 2 −96,36 0 −100,00
2025-07-17 13F Fiduciary Advisors, Inc. 10 933 6,99 2 132 11,98
2025-07-29 13F Monument Group Wealth Advisors, LLC 6 854 17,65 1 337 23,13
2025-07-30 13F Cambridge Capital Management, Llc 5 350 22,68 1 043 28,45
2025-08-14 13F Riggs Asset Managment Co. Inc. 0 −100,00 0
2025-08-14 13F Clarity Capital Advisors, LLC 7 664 29,20 1 495 35,20
2025-07-21 13F Sageworth Trust Co 14 057 0,00 2 741 4,70
2025-07-23 13F Proffitt & Goodson Inc 783 0,00 153 4,83
2025-07-30 13F Klingman & Associates, LLC 3 522 1,67 687 6,36
2025-08-13 13F SageView Advisory Group, LLC 5 096 −15,15 1 032 −7,78
2025-07-10 13F CWC Advisors, LLC. 17 755 1,58 3 462 6,33
2025-07-28 13F Harbour Investments, Inc. 9 738 −8,63 1 899 −4,38
2025-07-21 13F DHJJ Financial Advisors, Ltd. 378 −1,31 74 2,82
2025-07-28 13F RCS Financial Planning, LLC 1 241 243
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-31 13F Curio Wealth, Llc 706 23 433,33 138 26,85
2025-08-08 13F Collaborative Wealth Managment Inc. 2 682 −7,49 523 −3,15
2025-07-21 13F Precedent Wealth Partners, Llc 2 635 −8,09 514 −3,93
2025-08-05 13F Burney Co/ 1 411 −21,91 275 −18,15
2025-07-14 13F Park Avenue Securities Llc 402 203 78
2025-07-02 13F Central Pacific Bank - Trust Division 13 0,00 3 0,00
2025-07-31 13F Moloney Securities Asset Management, LLC 1 105 0,00 215 4,88
2025-08-12 13F Archer Investment Corp 1 154 1,23 225 6,13
2025-07-29 13F Roof Eidam & Maycock/adv 20 921 11,99 4 080 17,21
2025-07-15 13F North Star Investment Management Corp. 12 386 0,00 2 415 4,68
2025-08-19 13F National Asset Management, Inc. 11 938 −49,83 2 328 −50,65
2025-07-18 13F Community Financial Services Group, LLC 8 477 −14,75 1 653 −10,75
2025-08-15 13F WealthCollab, LLC 820 0,00 160 4,61
2025-08-11 13F Diversified Portfolios, Inc. 19 354 41,90 3 774 48,58
2025-07-09 13F Breakwater Investment Management 386 0,00 75 5,63
2025-08-13 13F Continuum Advisory, LLC 2 948 0,96 575 5,71
2025-07-30 13F Exencial Wealth Advisors, Llc 273 786 4,17 53 391 9,05
2025-07-23 13F Watershed Private Wealth Llc 0 −100,00 0
2025-08-13 13F Annandale Capital, LLC 1 625 0,00 0
2025-07-28 13F CGC Financial Services, LLC 1 841 0,00 359 4,97
2025-08-05 13F Bank Of Montreal /can/ 381 568 −7,21 74 410 −2,86
2025-08-11 13F EMC Capital Management 100 0,00 0
2025-08-06 13F Strategic Financial Partners, Ltd. 5 857 −0,12 1 142 4,58
2025-08-13 13F Capital Advisors Wealth Management, LLC 13 355 −73,35 2 604 −72,10
2025-08-12 13F JMG Financial Group, Ltd. 397 979 39,15 77 610 45,66
2025-07-14 13F Sowell Financial Services LLC 10 155 2,00 1 980 6,80
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 68 3,03 13 8,33
2025-07-31 13F Topsail Wealth Management, LLC 9 071 0,00 1 777 5,21
2025-07-29 13F Salomon & Ludwin, LLC 1 140 0,18 229 8,06
2025-08-07 13F Parkside Financial Bank & Trust 6 461 24,97 1 260 30,74
2025-08-13 13F Sepio Capital, LP 54 869 −59,80 10 700 −57,91
2025-07-15 13F Family Investment Center, Inc. 2 654 −0,71 519 4,22
2025-08-13 13F Russell Investments Group, Ltd. 2 370 29,37 462 35,48
2025-07-31 13F Manuka Financial, LLC 3 179 0,00 620 4,56
2025-07-16 13F Register Financial Advisors LLC 12 0,00 2 0,00
2025-08-11 13F CBIZ Investment Advisory Services, LLC 248 0,00 48 4,35
2025-07-17 13F Clear Point Advisors Inc. 5 648 −0,91 1 101 3,77
2025-07-22 13F MAS Advisors LLC 1 730 7,59 337 12,71
2025-08-12 13F Journey Strategic Wealth Llc 1 537 −11,31 300 −7,14
2025-04-10 13F Fluent Financial, LLC 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 22 930 −1,95 4 472 2,64
2025-07-22 13F SOL Capital Management CO 2 825 0,00 1
2025-07-23 13F Prime Capital Investment Advisors, LLC 27 226 −24,34 5 309 −20,80
2025-08-11 13F Empowered Funds, LLC 85 268 1 557,94 16 628 1 635,70
2025-08-14 13F Tudor Investment Corp Et Al 11 523 2 247
2025-07-15 13F Family Wealth Partners, Llc 47 579 −3,08 9 278 1,45
2025-08-11 13F Elite Financial, Inc. 27 324 −2,75 5 0,00
2025-07-17 13F Vermillion Wealth Management, Inc. 253 −1,17 49 4,26
2025-08-01 13F Pasadena Private Wealth, LLC 117 238 −5,79 22 863 −1,38
2025-07-23 13F Beaumont Asset Management, L.L.C. 20 647 0,15 4 026 4,84
2025-07-21 13F Gray Private Wealth, LLC 1 108 216
2025-07-09 13F VisionPoint Advisory Group, LLC 3 910 762
2025-08-14 13F Kovitz Investment Group Partners, LLC 93 131 39,75 18 165 46,31
2025-08-07 13F Summit Asset Management, LLC 1 239 0,00 242 4,78
2025-07-03 13F Lam Group, Inc. 25 195 −1,08 4 913 3,56
2025-07-18 13F Pure Financial Advisors, Inc. 54 245 −20,61 10 578 −16,90
2025-08-11 13F First American Trust, Fsb 40 546 0,11 7 907 4,80
2025-07-11 13F Quantum Financial Advisors, LLC 3 930 3,18 766 8,04
2025-07-16 13F Octavia Wealth Advisors, LLC 5 069 −7,99 993 −3,22
2025-08-18 13F Rexford Capital Inc 1 900 371
2025-07-31 13F University of Maryland Foundation, Inc. 0 −100,00 0
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-07-15 13F Sightline Wealth Advisors, LLC 3 774 −3,38 736 1,10
2025-07-30 13F Advantage Trust Co 1 000 0,00 195 4,84
2025-08-12 13F Twin Focus Capital Partners, Llc 2 131 6,55 416 11,56
2025-07-16 13F Beaumont Financial Advisors, LLC 1 035 202
2025-07-14 13F Farmers & Merchants Investments Inc 9 453 −0,53 1 843 4,12
2025-08-07 13F Retirement Investment Advisors, Inc. 379 601 7,20 74 026 12,22
2025-07-25 13F Community Bank, N.A. 1 000 0,00 195 4,84
2025-08-14 13F Coastal Bridge Advisors, LLC 3 488 14,32 680 19,72
2025-08-04 13F Leeward Financial Partners, LLC 36 862 −0,20 7 188 4,48
2025-08-14 13F C M Bidwell & Associates Ltd 6 831 −5,37 1 332 −0,89
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-30 13F Clune & Associates, Ltd. 9 865 4,12 1 924 8,95
2025-08-11 13F Bradley Foster & Sargent Inc/ct 38 796 −7,82 7 566 −3,51
2025-08-12 13F Horizon Financial Services, Llc 184 −12,80 36 −10,26
2025-08-06 13F Csenge Advisory Group 7 776 −4,00 1 470 4,78
2025-08-08 13F Avantax Advisory Services, Inc. 93 804 25,81 18 293 31,69
2025-07-30 13F/A Old Point Trust & Financial Services N A 16 652 14,09 3 247 19,42
2025-08-05 13F Snider Financial Group 1 438 −4,58 280 0,00
2025-07-28 13F BRYN MAWR TRUST Co 6 604 −2,21 1 288 2,31
2025-05-07 13F Spectrum Wealth Counsel, LLC 0 −100,00 0
2025-08-11 13F New Age Alpha Advisors, LLC 25 857 152,12 5 042 163,98
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 1 920 0,00 357 0,00
2025-05-14 13F Clarkston Capital Partners, LLC 0 −100,00 0
2025-08-11 13F Resurgent Financial Advisors LLC 5 346 −0,96 1 043 3,68
2025-08-06 13F North Capital, Inc. 1 534 −0,65 299 4,18
2025-08-06 13F Capasso Planning Partners LLC 2 256 −30,97 440 −27,80
2025-08-14 13F Prestige Wealth Management Group LLC 19 0,00 4 0,00
2025-08-08 13F Family Firm, Inc. 0 −100,00 0
2025-07-23 13F TriaGen Wealth Management LLC 18 706 −1,04 3 648 3,58
2025-08-18 13F Tyler-Stone Wealth Management 2 485 −2,36 485 2,11
2025-08-12 13F Park Square Financial Group, LLC 230 21,05 45 25,71
2025-08-28 13F Midwestern Financial, LLC /IA 15 812 3 083
2025-07-24 13F Brandywine Oak Private Wealth Llc 26 901 −11,66 5 246 −7,54
2025-07-02 13F Waller Financial Planning Group, Inc 3 819 −6,24 745 −1,85
2025-04-22 13F Innealta Capital, Llc 0 −100,00 0
2025-08-12 13F Vickerman Investment Advisors, Inc. 24 434 16,23 4 765 21,65
2025-07-16 13F Paragon Capital Management Ltd 8 201 −5,53 1 599 −1,11
2025-08-15 13F CI Private Wealth, LLC 505 618 128,82 98 654 139,67
2025-07-21 13F Cardinal Strategic Wealth Guidance 210 0,00 41 2,56
2025-07-29 13F Kanawha Capital Management Llc 1 406 0,00 274 4,98
2025-07-21 13F Kennebec Savings Bank 900 0,00 176 4,79
2025-08-14 13F Bnp Paribas Arbitrage, Sa 47 400 30,22 9 243 36,33
2025-07-16 13F Cadent Capital Advisors, LLC 3 228 6,96 630 11,92
2025-07-07 13F Lwm Advisors Inc 1 545 0,00 301 5,24
2025-07-22 13F Team Financial Group, LLC 156 30
2025-07-14 13F Opal Wealth Advisors, LLC 184 022 6,44 35 886 11,42
2025-07-21 13F Fortis Capital Advisors, LLC 6 310 −9,31 1 231 −5,09
2025-08-05 13F Dunhill Financial, LLC 1 931 −7,39 377 −3,09
2025-08-25 13F/A Neuberger Berman Group LLC 3 968 −0,05 774 4,60
2025-07-10 13F Uptown Financial Advisors LLC 1 788 0,00 349 4,50
2025-07-25 13F Tranquility Partners, LLC 10 034 0,47 1 957 5,16
2025-07-29 13F Stephens Inc /ar/ 270 049 1,69 52 662 6,45
2025-07-30 13F Black Diamond Financial, LLC 41 267 −21,90 8 048 −18,25
2025-08-08 13F Emerald Investment Partners, Llc 16 566 0,24 3 231 4,94
2025-08-08 13F Pinney & Scofield, Inc. 192 0,00 37 5,71
2025-08-11 13F Delta Asset Management Llc/tn 143 0,00 28 3,85
2025-07-09 13F Hardin Capital Partners, LLC 2 119 3,77 421 10,53
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 1 374 0,00 269 4,69
2025-07-21 13F Quent Capital, LLC 37 607 0,33 7 334 5,03
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1 505 −45,17 294 −42,66
2025-07-30 13F Insight Advisors, LLC/ PA 5 841 0,00 1 139 4,69
2025-08-06 13F Pekin Hardy Strauss, Inc. 4 761 25,09 928 30,89
2025-07-31 13F BIP Wealth, LLC 24 541 6,83 4 786 11,83
2025-08-14 13F Qube Research & Technologies Ltd 557 −74,99 109 −73,91
2025-08-04 13F Creative Financial Designs Inc /adv 15 801 15,78 3 081 21,20
2025-08-04 13F Atria Investments Llc 103 130 −8,34 20 111 −4,05
2025-08-04 13F MeadowBrook Investment Advisors LLC 225 0,00 44 4,88
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 1 970 −38,67 384 −35,79
2025-07-28 13F Axxcess Wealth Management, Llc 3 638 709
2025-07-18 13F PBMares Wealth Management LLC 8 485 −0,09 1 655 4,55
2025-08-14 13F Federation des caisses Desjardins du Quebec 13 059 −1,31 2 547 3,29
2025-08-04 13F Silver Coast Investments LLC 117 826 73,55 22 977 81,66
2025-08-06 13F AE Wealth Management LLC 40 752 6,35 7 947 11,33
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 2 122 −20,29 414 −16,57
2025-08-12 13F AlphaCore Capital LLC 9 728 168,06 1 906 181,95
2025-08-14 13F Harvest Investment Services, LLC 1 465 286
2025-08-15 13F First Heartland Consultants, Inc. 1 561 0,32 304 5,19
2025-05-15 13F/A Orion Portfolio Solutions, LLC 5 861 28,08 1 092 20,42
2025-07-25 13F St. Louis Trust Co 5 564 17,71 1 085 23,30
2025-08-14 13F Pennington Partners & Co., Llc 1 339 −3,81 262 1,16
2025-08-14 13F Hurley Capital, LLC 325 −42,98 63 −40,57
2025-08-13 13F Victory Capital Management Inc 8 408 0,00 1 640 4,66
2025-08-13 13F Everstar Asset Management, LLC 0 −100,00 0 −100,00
2025-07-22 13F Old National Bancorp /in/ 35 967 −11,81 7 014 −7,69
2025-08-12 13F Quadcap Wealth Management, LLC 29 910 −0,85 5 833 3,79
2025-05-06 13F Goodwin Investment Advisory 0 −100,00 0
2025-07-25 13F Cwm, Llc 61 225 −7,40 12 −8,33
2025-08-12 13F Wood Tarver Financial Group, LLC 0 −100,00 0
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 3 510 684
2025-08-12 13F Howe & Rusling Inc 39 8
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 105 438 86,36 20 658 96,01
2025-05-01 13F Lane & Associates LLC 3 051 −0,88 568 −10,13
2025-08-14 13F Synovus Financial Corp 10 681 0,07 2 089 5,03
2025-08-04 13F AMG National Trust Bank 12 180 1,31 2 375 6,07
2025-05-14 13F Heritage Financial Services, LLC 0 −100,00 0
2025-08-12 13F Nemes Rush Group LLC 9 −99,79 2 −99,87
2025-07-10 13F Compton Wealth Advisory Group, LLC 8 547 1,36 1 667 6,11
2025-07-10 13F Weinberger Asset Management, Inc 59 630 7,74 11 628 12,78
2025-07-31 13F Sharper & Granite LLC 29 061 1,59 5 832 9,42
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 33 759 0,24 6 583 4,93
2025-08-14 13F Abbot Financial Management, Inc. 3 262 0,00 636 4,78
2025-07-09 13F Key Client Fiduciary Advisors, LLC 2 121 −1,99 414 2,48
2025-08-13 13F VestGen Advisors, LLC 7 871 −29,86 1 535 −26,60
2025-08-13 13F Quadrant Capital Group Llc 4 309 −25,11 840 −21,57
2025-08-13 13F Jones Financial Companies Lllp 1 062 970 −18,96 208 088 −14,51
2025-07-10 13F Envision Financial LLC 15 762 −0,67 3 074 3,96
2025-07-25 13F Hemington Wealth Management 4 040 0,00 1
2025-07-11 13F/A Umb Bank N A/mo 17 303 −2,15 3 374 2,43
2025-07-09 13F First Financial Corp /in/ 35 0,00 7 0,00
2025-08-08 13F Altiora Financial Group, LLC 2 860 0,00 558 4,70
2025-07-10 13F Trust Point Inc. 19 442 −34,27 3 791 −31,20
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Domestic ETF 1 748 38,73 341 36,55
2025-07-21 13F Mechanics Financial Corp 400 0,00 78 5,41
2025-08-14 13F Bragg Financial Advisors, Inc 306 523 5,34 59 775 10,27
2025-08-14 13F Gen-Wealth Partners Inc 435 0,46 85 5,00
2025-07-08 13F Canandaigua National Trust Co of Florida 1 339 −21,28 261 −17,41
2025-07-10 13F Sovran Advisors, LLC 1 100 220
2025-07-08 13F Legacy Private Trust Co. 3 333 −19,26 650 −15,60
2025-08-11 13F Cornerstone Planning Group LLC 219 −25,76 44 −15,69
2025-07-16 13F Gradient Capital Advisors, LLC 11 723 −3,63 2 286 0,88
2025-07-22 13F USAdvisors Wealth Management, LLC 9 034 −4,31 2 0,00
2025-07-24 13F Papp L Roy & Associates 1 208 0,00 236 4,44
2025-07-15 13F Forte Capital Llc /adv 1 399 273
2025-08-12 13F LPL Financial LLC 1 436 793 3,38 280 189 8,22
2025-08-12 13F Asset Management Group, Inc. 149 397 −0,86 29 134 3,78
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-07-14 13F Brady Martz Wealth Solutions, LLC 1 282 −0,08 250 4,60
2025-08-13 13F Elgethun Capital Management 28 515 14,43 5 561 19,78
2025-08-11 13F Tidemark, LLC 230 0,00 45 4,76
2025-08-12 13F Cornerstone Wealth Management, LLC 38 128 1,44 7 435 6,18
2025-07-16 13F Old North State Wealth Management, LLC 1 879 367
2025-08-12 13F Calton & Associates, Inc. 1 510 294
2025-08-08 13F Financial Life Planners 0 −100,00 0
2025-08-07 13F Proficio Capital Partners LLC 0 −100,00 0
2025-07-09 13F Gilman Hill Asset Management, LLC 1 348 −6,91 263 −2,60
2025-08-05 13F Intellectus Partners, LLC 7 290 −8,43 1 428 −3,71
2025-07-10 13F Rfg Holdings, Inc. 1 096 0,09 214 4,41
2025-07-22 13F Grimes & Company, Inc. 3 974 7,32 775 12,34
2025-07-31 13F LJI Wealth Management, LLC 2 866 150,52 559 161,97
2025-07-28 13F IFG Advisors, LLC 4 317 1,27 842 5,92
2025-07-25 13F Dynamic Financial Group 6 079 3,23 1 185 8,12
2025-08-06 13F First Horizon Advisors, Inc. 24 694 0,20 4 816 4,90
2025-07-03 13F Arvest Investments, Inc. 69 582 0,50 13 569 5,21
2025-08-14 13F GWM Advisors LLC 142 693 0,56 27 826 5,27
2025-07-08 13F Heartwood Wealth Advisors LLC 15 038 0,14 2 933 4,83
2025-07-15 13F Level Financial Advisors, Inc. 5 798 −3,59 1 131 0,89
2025-08-12 13F YANKCOM Partnership 70 0,00 14 0,00
2025-08-14 13F Alliancebernstein L.p. 43 375 5,78 8 459 10,74
2025-08-11 13F Rothschild Investment Llc 986 1,44 192 6,08
2025-07-11 13F Pioneer Wealth Management Group 10 325 63,97 2 013 71,61
2025-08-14 13F Forest Hill Capital, LLC 6 900 0,00 1 346 4,67
2025-08-14 13F Harwood Advisory Group, LLC 9 0,00 2 0,00
2025-07-18 13F SOA Wealth Advisors, LLC. 354 002 −7,46 6 217 67,55
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-07 13F Rf&l Wealth Management, Llc 22 797 9,15 4 446 14,27
2025-07-09 13F Praetorian Wealth Management, Inc. 56 161 −4,19 10 952 0,30
2025-08-12 13F O'shaughnessy Asset Management, Llc 13 231 −2,82 2 580 1,74
2025-07-18 13F Forza Wealth Management, LLC 15 924 0,00 3 105 4,69
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-08-14 13F Diversify Wealth Management, Llc 16 132 −0,95 3 267 11,08
2025-07-30 13F Probity Advisors, Inc. 10 548 25,69 2 057 31,61
2025-08-05 13F Elyxium Wealth, LLC 0 −100,00 0
2025-07-08 13F Richard P Slaughter Associates Inc 2 633 −56,62 513 −54,60
2025-07-31 13F Oppenheimer & Co Inc 3 789 −0,29 739 4,38
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-07 13F Addison Advisors LLC 790 7,92 154 13,24
2025-04-09 13F Advance Capital Management, Inc. 0 −100,00 0
2025-07-29 13F Cidel Asset Management Inc 1 750 0,00 341 4,60
2025-08-07 13F Hughes Financial Services, LLC 33 −62,92 7 −62,50
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 3 480 −7,72 679 −3,42
2025-07-25 13F McNamara Financial Services, Inc. 6 989 −1,78 1 363 2,79
2025-07-02 13F InvesTrust 8 314 −0,17 1 621 4,51
2025-07-21 13F 25 Llc 191 385 3,79 37 322 8,65
2025-08-15 13F ROSS\JOHNSON & Associates LLC 28 0,00 5 0,00
2025-08-14 13F Greenline Partners, LLC 2 728 −43,21 532 −69,76
2025-07-08 13F Parallel Advisors, LLC 46 895 2,66 9 145 7,51
2025-07-14 13F BlueSky Wealth Advisors, LLC 19 017 26,55 3 709 32,48
2025-07-22 13F Iron Horse Wealth Management, LLC 9 784 −0,56 1 908 4,09
2025-07-22 13F Romano Brothers And Company 1 491 0,40 291 5,07
2025-07-18 13F PFG Investments, LLC 2 453 81,30 478 90,44
2025-08-04 13F Capital Performance Advisors Llp 14 442 0,22 2 816 4,92
2025-08-27 13F/A Brinker Capital Investments, LLC 7 431 26,79 1 449 32,81
2025-07-07 13F Versant Capital Management, Inc 2 376 −2,86 463 1,76
2025-08-04 13F Flagship Harbor Advisors, Llc 3 199 0,00 624 4,53
2025-08-14 13F NorthLanding Financial Partners, LLC 13 661 11,44 2 664 16,69
2025-08-07 13F Efficient Advisors, LLC 610 689 7,54 119 090 12,57
2025-08-14 13F Susquehanna International Group, Llp Put 1 700 −26,09 332 −22,66
2025-08-14 13F Susquehanna International Group, Llp 15 836 −71,05 3 088 −69,69
2025-07-16 13F Bestgate Wealth Advisors, LLC 4 415 0,00 822 0,00
2025-08-14 13F Susquehanna International Group, Llp Call 42 700 56,99 8 327 64,32
2025-08-04 13F Saxony Capital Management, LLC 2 771 540
2025-08-05 13F Frederick Financial Consultants, LLC 2 700 0,00 526 4,78
2025-08-08 13F Foundations Investment Advisors, LLC 1 806 −86,04 352 −85,39
2025-08-11 13F Citigroup Inc 19 731 −6,39 3 848 −2,01
2025-07-31 13F 3EDGE Asset Management, LP 6 665 1 300
2025-08-08 13F Wrapmanager Inc 4 038 −1,70 787 2,88
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 480 301 46,98 96 886 59,16
2025-07-18 13F Trust Co Of Vermont 7 980 −8,80 1 556 −4,54
2025-08-05 13F Astra Wealth Partners LLC 3 204 0,00 625 4,70
2025-07-09 13F Chesley Taft & Associates LLC 3 587 −1,10 700 3,56
2025-07-23 13F Sax Wealth Advisors, Llc 2 694 −5,27 525 −0,76
2025-08-13 13F Alerus Financial Na 274 53
2025-08-07 13F BHK Investment Advisors, LLC 117 444 1,74 22 903 6,50
2025-08-08 13F Glassman Wealth Services 3 724 0,00 726 4,76
2025-08-08 13F Horrell Capital Management, Inc. 232 0,00 45 4,65
2025-07-11 13F Farther Finance Advisors, LLC 38 814 −1,38 7 569 2,98
2025-07-01 13F First National Bank Sioux Falls 2 514 3,54 490 8,41
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 0 −100,00 0
2025-07-09 13F Breakwater Capital Group 8 555 5,14 1 668 10,10
2025-07-22 13F Sage Financial Group Inc 45 779 1,81 8 927 6,58
2025-08-01 13F Bank of Jackson Hole Trust 225 9,76 44 7,50
2025-08-08 13F Omega Financial Group, LLC 1 058 206
2025-08-12 13F Running Point Capital Advisors, LLC 16 0,00 3 50,00
2025-08-07 13F CENTRAL TRUST Co 14 731 −0,39 2 873 4,25
2025-07-07 13F Investors Research Corp 546 0,00 106 4,95
2025-08-14 13F TCG Advisory Services, LLC 3 978 −3,96 776 0,52
2025-08-18 13F/A National Bank Of Canada /fi/ 2 760 3,06 538 7,83
2025-08-11 13F Bell Investment Advisors, Inc 2 100 −9,76 410 −5,54
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6 394 5,53 1 247 10,17
2025-08-13 13F Capital Analysts, Inc. 4 250 −10,24 1
2025-07-11 13F Diversified Trust Co 1 681 328
2025-08-14 13F SWAN Capital LLC 53 552 95,32 10 443 104,48
2025-04-17 13F Atlas Financial Advisors, Inc. 3 410 676
2025-07-16 13F Stephenson National Bank & Trust 37 0,00 7 16,67
2025-07-14 13F Maryland Capital Advisors Inc. 13 388 3,90 2 611 8,75
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 1 080 −8,47 211 −4,11
2025-08-14 13F Mpwm Advisory Solutions, Llc 7 −79,41 1 −83,33
2025-08-07 13F Resolute Advisors LLC 3 082 0,00 604 5,05
2025-08-18 13F Finward Bancorp 2 156 0,51 420 5,26
2025-07-23 13F Roundview Capital LLC 10 635 −6,06 2 074 −1,66
2025-08-05 13F GPS Wealth Strategies Group, LLC 1 724 −5,17 336 −0,59
2025-07-10 13F High Net Worth Advisory Group LLC 5 213 3,25 1 017 8,08
2025-08-08 13F Cetera Investment Advisers 880 807 22,64 171 766 28,38
2025-07-14 13F Rooted Wealth Advisors, Inc. 2 380 11,01 479 32,04
2025-08-07 13F Roberts Glore & Co Inc /il/ 12 311 0,12 2 401 4,80
2025-08-14 13F Aqr Capital Management Llc 11 551 −25,01 2 253 −21,51
2025-04-02 13F Marcum Wealth, LLC 1 296 −11,48 241 −16,90
2025-07-16 13F TCI Wealth Advisors, Inc. 3 054 14,51 596 19,96
2025-07-22 13F Compass Financial Group, INC/SD 5 615 3,14 1 095 7,99
2025-07-11 13F Prosperity Planning, Inc. 45 793 −3,85 8 930 0,65
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-07-22 13F DT Investment Partners, LLC 55 0,00 11 0,00
2025-07-07 13F Global Wealth Strategies & Associates 55 −57,69 11 −58,33
2025-07-10 13F Brooklyn FI, LLC 74 489 2,26 14 526 7,05
2025-07-25 13F Lodestar Private Asset Management Llc 1 995 10,28 389 15,48
2025-08-12 13F Coston, McIsaac & Partners 15 0,00 0
2025-07-16 13F RWM Asset Management, LLC 3 194 138,18 623 149,80
2025-08-14 13F Graney & King, LLC 1 077 0,00 210 5,00
2025-07-30 13F LGT Financial Advisors LLC 118 0,00 23 4,76
2025-08-06 13F Nicholas Hoffman & Company, LLC. 37 417 −0,18 7 297 4,50
2025-07-29 13F LMG Wealth Partners, LLC 75 446 −0,03 14 713 4,65
2025-07-31 13F Kathleen S. Wright Associates Inc. 17 661 −17,92 3 444 −14,07
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 19 844 0,78 3 870 5,48
2025-07-18 13F Hudson Value Partners, LLC 0 −100,00 0
2025-08-07 13F Tillman Hartley LLC 3 125 186,96 609 200,00
2025-07-22 13F Simplicity Wealth,LLC 4 736 924
2025-07-24 13F Thompson Investment Management, Inc. 635 0,00 124 4,24
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-07-29 13F Regions Financial Corp 26 739 32,31 5 214 38,52
2025-04-30 13F Sofos Investments, Inc. 260 −49,32 48 −48,39
2025-08-08 13F TD Capital Management LLC 0 −100,00 0
2025-08-12 13F Willis Investment Counsel 54 351 89,06 10 599 97,91
2025-08-07 13F Montag A & Associates Inc 2 311 −35,14 452 −31,98
2025-07-08 13F Webster Bank, N. A. 0 −100,00 0
2025-08-08 13F Campbell Deegan Wealth Management, LLC 1 142 −22,42 223 −18,98
2025-08-13 13F Johnson Financial Group, Inc. 995 415,54 195 454,29
2025-08-13 13F Vance Wealth, Inc. 8 896 −9,35 1 735 −5,14
2025-07-16 13F Northern Oak Wealth Management Inc 7 038 −2,74 1 373 1,78
2025-07-29 13F Northwest Quadrant Wealth Management, LLC 135 194 0,42 26 364 5,12
2025-08-01 13F Integral Investment Advisors, Inc. 2 155 35,96 420 42,37
2025-08-01 13F Advisory Alpha, LLC 29 842 3,65 5 820 8,50
2025-08-12 13F OneAscent Financial Services LLC 7 107 −26,78 1 0,00
2025-07-14 13F E&G Advisors, LP 23 786 1,67 4 635 6,41
2025-07-02 13F Marotta Asset Management 133 063 −2,88 25 949 −5,67
2025-08-14 13F/A Perritt Capital Management Inc 238 0,00 47 4,55
2025-08-08 13F Capital Investment Advisory Services, LLC 2 377 −1,45 464 3,12
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-05 13F Texas Bank & Trust Co 7 165 −4,53 1 397 −0,07
2025-08-14 13F Benjamin Edwards Inc 73 341 2,43 14 302 7,23
2025-07-15 13F BigSur Wealth Management LLC 7 466 0,00 1 463 5,18
2025-08-14 13F Snowden Capital Advisors LLC 3 530 −5,51 692 −0,58
2025-07-31 13F Future You Wealth Llc 16 063 −5,90 3 128 −1,64
2025-08-07 13F Tfo-tdc, Llc 2 679 −2,12 523 2,55
2025-07-21 13F/A Abacus Planning Group, Inc. 205 765 −5,27 40 126 −0,83
2025-05-02 13F Litman Gregory Asset Management LLC 0 −100,00 0
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 51 909 −8,52 10 123 −4,24
2025-08-14 13F Guardian Wealth Management, Inc. 2 468 0,57 481 5,25
2025-08-14 13F Mission Creek Capital Partners, Inc. 17 683 −9,08 3 448 −4,83
2025-07-08 13F Lpwm Llc 2 160 46,74 421 53,65
2025-08-05 13F Crestwood Advisors Group LLC 3 175 0,32 619 5,09
2025-07-10 13F Arbor Wealth Advisors LLC 35 610 0,00 6 944 4,69
2025-07-16 13F Diversified Enterprises, LLC 6 977 −8,14 1 361 −3,82
2025-07-14 13F Infinity Wealth Counsel, LLC 7 372 2,15 1 438 6,92
2025-07-16 13F LS Investment Advisors, LLC 14 202 −1,25 2 770 3,36
2025-07-09 13F Thrive Wealth Management, LLC 1 965 1,50 383 6,39
2025-07-22 13F Noble Family Wealth, LLC 36 495 4,20 7 117 9,07
2025-07-28 13F RMR Capital Management, LLC 10 240 −27,23 1 997 −23,85
2025-08-11 13F United Advisor Group, LLC 5 752 18,11 1 122 23,59
2025-07-17 13F Gleason Group, Inc. 52 0,00 10 11,11
2025-08-13 13F Mayfair Advisory Group, LLC 3 560 2,95 707 9,63
2025-07-30 13F Financial Perspectives, Inc 0 −100,00 0
2025-07-25 13F PrairieView Partners, LLC 43 439 0,43 8 0,00
2025-07-17 13F Stephens Group Asset Management, Llc 453 785 12,32 88 493 17,58
2025-08-15 13F Tower Research Capital LLC (TRC) 16 150 3 149
2025-08-11 13F Cascade Wealth Advisors, Inc 0 −100,00 0
2025-08-11 13F Heritage Wealth Advisors 183 190,48 36 218,18
2025-05-14 13F Trexquant Investment LP 0 −100,00 0
2025-07-07 13F Wilson & Boucher Capital Management, LLC 1 921 0,00 375 4,76
2025-07-29 13F Private Wealth Management Group, LLC 91 0,00 18 6,25
2025-07-18 13F Truist Financial Corp 203 501 −8,26 39 685 −3,97
2025-07-23 13F Winthrop Advisory Group LLC 1 342 12,21 263 18,02
2025-07-17 13F Willow Creek Wealth Management Inc. 1 512 2,09 295 6,91
2025-08-06 13F Legacy Wealth Managment, LLC/ID 83 0,00 16 6,67
2025-07-11 13F Skyline Advisors, Inc. 1 883 0,00 367 4,86
2025-08-05 13F Arrowroot Family Office, LLC 3 527 688
2025-08-13 13F JT Stratford LLC 3 994 9,39 779 14,41
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-07-30 13F Fiduciary Family Office, Llc 17 160 0,00 3 346 4,69
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 56 0,00 11 0,00
2025-08-06 13F Founders Financial Securities Llc 3 032 4,19 591 13,00
2025-04-25 13F Westfuller Advisors, LLC 0 −100,00 0
2025-08-08 13F Hartland & Co., LLC 19 948 4,51 3 890 9,40
2025-07-24 13F Vantage Point Financial LLC 1 886 0,69 368 5,46
2025-07-25 13F Verdence Capital Advisors LLC 1 611 −38,72 314 −35,79
2025-08-15 13F Provenance Wealth Advisors, LLC 25 −71,26 5 −75,00
2025-08-14 13F Connecticut Wealth Management, LLC 1 131 −7,60 220 −3,51
2025-08-14 13F Vista Capital Partners, Inc. 1 865 −4,70 364 −0,27
2025-08-08 13F Mv Capital Management, Inc. 633 0,00 123 5,13
2025-07-23 13F Trifecta Capital Advisors, LLC 345 0,00 67 4,69
2025-07-30 13F Rehmann Capital Advisory Group 1 341 0,07 262 4,82
2025-08-05 13F American Capital Advisory, LLC 375 0,00 73 5,80
2025-07-18 13F Bridge Generations Wealth Management Llc 13 040 0,00 2 543 4,65
2025-07-23 13F Hager Investment Management Services, Llc 0 −100,00 0
2025-07-24 13F Grand Wealth Management, Llc 1 731 −2,42 339 2,73
2025-08-11 13F Avantax Planning Partners, Inc. 17 859 −0,62 3 483 4,03
2025-08-13 13F Townsquare Capital Llc 2 584 −89,92 504 −89,46
2025-07-16 13F Newton One Investments LLC 10 204 −1,59 1 990 3,00
2025-08-13 13F RFP Financial Group LLC 4 880 −18,86 952 −15,09
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-08 13F Fortis Group Advisors, LLC 0 −100,00 0
2025-07-29 13F Smithbridge Asset Management Inc/de 1 030 201
2025-07-18 13F Centricity Wealth Management, LLC 517 0,00 101 4,17
2025-07-22 13F Checchi Capital Advisers, LLC 55 508 −24,02 10 825 −20,46
2025-08-13 13F Northern Trust Corp 26 008 5,09 5 072 10,00
2025-08-12 13F North Star Asset Management Inc 0 −100,00 0
2025-07-24 13F Horizon Bancorp Inc /in/ 1 242 −25,54 0
2025-08-14 13F Peapack Gladstone Financial Corp 63 847 −0,28 12 9,09
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-08-13 13F Cresset Asset Management, LLC 314 540 1,92 61 625 7,19
2025-07-17 13F Oakworth Capital, Inc. 120 0,00 23 4,55
2025-08-13 13F Echo45 Advisors LLC 16 606 2,43 3 238 7,22
2025-08-06 13F Bonfire Financial 1 596 −0,31 313 4,70
2025-07-18 13F Westhampton Capital, LLC 3 624 0,00 707 4,59
2025-07-29 13F Harbor Asset Planning, Inc. 1 523 297
2025-08-05 13F Freestone Capital Holdings, LLC 3 074 −0,19 599 4,54
2025-07-24 13F Comprehensive Money Management Services LLC 2 866 0,00 559 4,69
2025-07-17 13F Camelot Portfolios, LLC 1 744 −4,18 340 0,59
2025-07-30 13F DecisionMap Wealth Management, LLC 1 422 −6,08 277 −1,77
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-07-22 13F Iowa State Bank 2 531 0,00 494 4,67
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 6 911 −1,31 1 348 3,30
2025-08-14 13F Citadel Advisors Llc Put 1 400 −65,00 273 −63,36
2025-08-14 13F Citadel Advisors Llc Call 5 800 −6,45 1 131 −1,99
2025-07-08 13F/A Salem Investment Counselors Inc 232 −90,02 45 −89,61
2025-08-14 13F Citadel Advisors Llc 48 867 161,45 9 530 173,74
2025-04-07 13F GoalVest Advisory LLC 0 −100,00 0
2025-07-09 13F Procyon Private Wealth Partners, LLC 2 478 13,93 484 19,26
2025-08-13 13F MONECO Advisors, LLC 9 990 −4,63 1 948 −0,15
2025-07-25 13F Wells Financial Advisors INC 1 251 −7,54 244 −3,19
2025-08-12 13F Global Retirement Partners, LLC 11 149 23,15 2 174 21,18
2025-08-05 13F Strategic Financial Concepts, LLC 5 419 −0,31 1 057 4,35
2025-08-05 13F Tsfg, Llc 2 433 −0,41 0
2025-08-15 13F North Ridge Wealth Advisors, Inc. 14 3
2025-07-30 13F Rothschild Capital Partners, LLC 0 −100,00 0
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0
2025-08-13 13F GM Advisory Group, Inc. 1 457 5,05 284 10,08
2025-07-10 13F Wedmont Private Capital 18 168 −0,61 3 655 16,77
2025-08-14 13F Mariner, LLC 452 257 3,89 88 212 8,80
2025-08-13 13F IAG Wealth Partners, LLC 245 −15,52 48 −12,96
2025-08-11 13F Alteri Wealth LLC 6 312 0,16 1 231 4,77
2025-07-14 13F Southland Equity Partners LLC 0 −100,00 0
2025-07-09 13F Fermata Advisors, LLC 5 225 12,90 1 019 18,10
2025-08-14 13F Atomi Financial Group, Inc. 57 208 −14,53 11 156 −10,52
2025-08-14 13F Integrated Wealth Concepts LLC 21 614 −0,51 4 215 4,13
2025-08-08 13F Accredited Investors Inc. 1 768 −16,45 345 −12,69
2025-07-17 13F Alpine Bank Wealth Management 12 685 −61,32 2 474 −59,51
2025-07-14 13F Financial Harvest, LLC 2 228 434
2025-08-04 13F Roble, Belko & Company, Inc 64 0,00 0
2025-08-14 13F Raymond James Financial Inc 923 880 −4,53 180 166 −0,06
2025-07-07 13F Discipline Wealth Solutions, LLC 13 118 157,62 2 558 169,83
2025-08-12 13F/A Cozad Asset Management Inc 3 295 0,00 643 4,73
2025-07-28 13F Cutler Investment Counsel Llc 1 798 0,56 352 5,71
2025-07-17 13F HB Wealth Management, LLC 61 675 5,92 12 027 10,88
2025-08-05 13F Mission Wealth Management, Lp 14 449 215,14 2 818 229,86
2025-08-13 13F 1832 Asset Management L.P. 315 854 5,54 61 595 10,48
2025-07-17 13F Symmetry Partners, LLC 54 126 −23,05 10 555 −19,45
2025-08-13 13F Flow Traders U.s. Llc 16 379 3
2025-07-16 13F Independent Wealth Network Inc. 1 067 208
2025-04-14 13F Regent Peak Wealth Advisors LLC 0 −100,00 0 −100,00
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 3 841 −4,95 753 0,00
2025-07-08 13F Baker Ellis Asset Management LLC 7 171 0,00 1 398 4,72
2025-07-24 13F PDS Planning, Inc 100 246 −4,91 19 549 −0,46
2025-08-14 13F Schwallier Wealth Management LLC 5 719 9,20 1 115 14,36
2025-07-21 13F Ameriflex Group, Inc. 517 18,58 101 23,46
2025-07-14 13F Abound Wealth Management 866 −4,10 169 0,00
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 3 556 0,00 640 −12,33
2025-08-14 13F Van Den Berg Management I, Inc 370 0,00 72 5,88
2025-04-14 13F Midland Wealth Advisors Llc 0 −100,00 0 −100,00
2025-08-20 13F/A Coppell Advisory Solutions LLC 1 985 8,77 389 17,93
2025-07-10 13F Mogy Joel R Investment Counsel Inc 400 0,00 78 5,41
2025-08-05 13F KDT Advisors, LLC 4 010 0,00 782 4,55
2025-08-07 13F Guidance Capital, Inc 2 014 −0,40 394 5,65
2025-08-14 13F Wharton Business Group, LLC 56 305 −9,55 11 −9,09
2025-07-18 13F BSW Wealth Partners 7 748 30,26 1 511 36,28
2025-07-08 13F Nbc Securities, Inc. 989 0,00 0
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 4 337 −2,06 846 2,55
2025-08-14 13F BancorpSouth Bank 1 805 0,28 352 4,78
2025-08-11 13F VSM Wealth Advisory, LLC 4 813 −7,25 939 −2,90
2025-04-16 13F Griffin Asset Management, Inc. 0 −100,00 0
2025-08-08 13F W.H. Cornerstone Investments Inc. 1 393 0,00 272 4,63
2025-08-15 13F Binnacle Investments Inc 1 834 4,62 358 9,51
2025-05-02 13F Grant Street Asset Management, Inc. 0 −100,00 0
2025-08-07 13F FDx Advisors, Inc. 17 599 −2,71 3 0,00
2025-08-13 13F Wambolt & Associates, LLC 1 854 −2,42 368 3,95
2025-07-25 13F Apollon Wealth Management, LLC 25 306 −0,58 4 935 4,07
2025-07-24 13F Ronald Blue Trust, Inc. 6 912 12,21 1 348 17,44
2025-05-09 13F Deutsche Bank Ag\ 0 −100,00 0 −100,00
2025-08-06 13F Legacy Investment Solutions, LLC 83 0,00 16 0,00
2025-07-30 13F BTS Asset Management, Inc. 0 −100,00 0
2025-08-05 13F Verity Asset Management, Inc. 14 145 −51,62 2 758 −49,36
2025-07-30 13F Greenup Street Wealth Management Llc 16 142 5,74 3 148 10,65
2025-07-30 NP ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 5 421 5,41 1 024 0,69
2025-08-13 13F Rinkey Investments 2 392 0,00 466 4,72
2025-08-06 13F Simmons Bank 11 935 −8,73 2 327 −4,44
2025-07-03 13F Collective Family Office Llc 38 475 1,81 7 503 6,59
2025-07-07 13F Trust Co 5 256 2,54 1 025 7,34
2025-08-12 13F Mcdonald Partners Llc 3 404 0,00 664 4,57
2025-08-29 13F Centaurus Financial, Inc. 2 935 0,34 1
2025-08-18 13F Geneos Wealth Management Inc. 25 783 18,35 5 028 23,88
2025-08-06 13F Stokes Family Office, LLC 23 236 11,63 4 531 16,87
2025-08-07 13F Grange Capital, LLC 5 361 −30,48 1 046 −27,23
2025-08-14 13F TrueWealth Financial Partners 88 775 3,07 17 312 7,89
2025-08-11 13F Mosaic Family Wealth Partners, Llc 34 348 5,97 6 698 10,93
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-09-03 13F Ballentine Capital Advisors, Inc 2 022 −10,69 394 −6,41
2025-08-14 13F Silvercrest Asset Management Group Llc 2 709 −17,46 528 −13,58
2025-08-14 13F IPG Investment Advisors LLC 2 211 0,00 433 5,35
2025-07-15 13F Accurate Wealth Management, LLC 1 668 3,35 339 22,46
2025-08-04 13F Murphy Pohlad Asset Management LLC 1 141 3,63 223 8,29
2025-07-16 13F Traveka Wealth, LLC 76 382 1,95 14 895 6,72
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 718 0,00 140 4,51
2025-07-31 13F Waldron Private Wealth LLC 167 804 −0,24 32 877 4,91
2025-07-15 13F Total Wealth Planning, Llc 107 740 8,49 21 010 13,57
2025-07-17 13F Eclectic Associates Inc /adv 14 182 −0,62 2 766 4,03
2025-08-08 13F Thoroughbred Financial Services, Llc 9 118 −6,05 2 0,00
2025-07-23 13F Heck Capital Advisors, LLC 0 −100,00 0
2025-08-13 13F Brown Advisory Inc 41 777 12,25 8 147 17,50
2025-08-14 13F Seven Mile Advisory 1 135 0,00 221 4,74
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 95 19
2025-08-01 13F Red Lighthouse Investment Management, Llc 110 −67,07 21 −67,19
2025-08-05 13F Retirement Financial Solutions, Llc 77 029 −8,85 15 022 −4,59
2025-07-15 13F SJS Investment Consulting Inc. 298 0,00 58 5,45
2025-08-14 13F BTG Pactual Asset Management US LLC 93 18
2025-07-09 13F Towerpoint Wealth, LLC 35 871 4,74 6 995 9,64
2025-08-04 13F Field & Main Bank 600 0,00 117 5,41
2025-07-23 13F Joel Isaacson & Co., LLC 49 452 29,18 9 644 35,23
2025-07-29 13F Private Trust Co Na 2 864 0,28 558 5,08
2025-08-08 13F Marble Harbor Investment Counsel, LLC 17 391 −1,14 3 391 3,48
2025-08-12 13F BlackRock, Inc. 3 392 20,07 661 25,67
2025-07-22 13F Apexium Financial, Lp 3 128 2,29 613 7,56
2025-07-18 13F Liberty Capital Management, Inc. 1 251 0,00 244 4,29
2025-08-12 13F Employees' Retirement Fund of the City of Fort Worth 23 400 4 563
2025-08-12 13F Choate Investment Advisors 19 847 −27,89 3 870 −24,52
2025-07-18 13F Client 1st Advisory Group, Llc 1 806 0,00 352 4,76
2025-08-14 13F Two Sigma Securities, Llc 3 994 779
2025-08-05 13F Sebold Capital Management, Inc. 2 340 −5,03 456 −0,65
2025-08-12 13F Passive Capital Management, LLC. 1 310 0,00 260 6,56
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 41 966 −5,59 8 184 −1,17
2025-08-06 13F Soltis Investment Advisors LLC 4 613 5,13 900 10,04
2025-08-08 13F Citizens Financial Group Inc/ri 4 249 21,64 832 28,00
2025-08-08 13F Atlantic Trust, LLC 26 −89,56 5 −89,13
2025-07-16 13F Tenret Co LLC 22 704 −12,03 4 427 −7,91
2025-07-24 13F 3Chopt Investment Partners, LLC 16 460 −0,93 3 225 4,17
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-07-10 13F Oldfather Financial Services, LLC 2 509 19,70 489 25,38
2025-08-18 13F Wellington Capital Management, Inc. 2 612 1
2025-08-05 13F Blue Barn Wealth, LLC 11 710 0,17 2 284 4,87
2025-08-14 13F/A Barclays Plc 240 0,00 0
2025-08-11 13F Aptus Capital Advisors, LLC 2 502 6,33 488 11,19
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 5 552 −1,03 1 083 3,54
2025-08-11 13F Aviso Wealth Management 2 643 5,68 515 10,75
2025-08-14 13F Fmr Llc 132 031 −20,02 25 747 −16,28
2025-08-11 13F Core Wealth Partners LLC 1 073 209
2025-08-14 13F MidWestOne Financial Group, Inc. 2 576 −15,15 502 −11,15
2025-07-09 13F Defined Wealth Management, Llc 1 187 0,00 232 4,52
2025-07-29 13F Mb, Levis & Associates, Llc 971 33,56 189 40,00
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 5 196 0,00 1 013 4,76
2025-07-29 13F Creekside Partners 28 153 −0,75 5 490 3,90
2025-07-17 13F Sonora Investment Management Group, LLC 1 281 250
2025-07-30 13F Gables Capital Management Inc. 5 0,00 1
2025-07-17 13F Mokosak Advisory Group, LLC 305 009 2,56 59 483 7,36
2025-08-11 13F NewEdge Wealth, LLC 16 255 69,18 3 218 79,82
2025-07-17 13F Greenhouse Wealth Management, LLC 16 160 −8,65 3 151 −4,37
2025-05-15 13F Williams Jones Wealth Management, LLC. 0 −100,00 0
2025-07-17 13F ERn Financial, LLC 2 782 −0,22 543 4,43
2025-07-16 13F Highline Wealth Partners Llc 92 0,00 18 5,88
2025-08-15 13F Strategic Investment Advisors / MI 85 269 12,71 16 661 18,21
2025-08-06 13F Horizon Investment Services, LLC 1 483 −0,74 289 3,96
2025-05-14 13F Dixon Mitchell Investment Counsel Inc. 0 −100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 13 532 −5,07 2 639 −0,26
2025-08-12 13F Country Trust Bank 114 0,00 22 4,76
2025-05-09 13F BCR Wealth Strategies, LLC 0 −100,00 0
2025-07-17 13F Global Trust Asset Management, LLC 13 0,00 3 0,00
2025-07-24 13F Robertson Stephens Wealth Management, LLC 6 533 −2,52 1 280 2,48
2025-08-14 13F Vivaldi Capital Management, LLC 2 825 0,00 551 4,56
2025-08-14 13F Matrix Private Capital Group Llc 190 0,00 37 5,71
2025-08-07 13F Fonville Wealth Management LLC 3 904 14,99 762 21,73
2025-08-05 13F Plante Moran Financial Advisors, LLC 115 003 49,07 22 427 56,05
2025-08-11 13F Morling Financial Advisors, LLC 0 −100,00 0
2025-09-09 13F Cambridge Financial Group, LLC 21 453 −6,46 4 183 −1,85
2025-07-23 13F Steel Peak Wealth Management LLC 2 470 −9,56 484 −4,92
2025-08-01 13F Transcend Wealth Collective, Llc 5 327 0,04 1 039 4,64
2025-08-12 13F Insigneo Advisory Services, Llc 8 131 −1,76 1 586 2,86
2025-08-07 13F Topel & Distasi Wealth Management, LLC 5 505 0,00 1 074 4,68
2025-07-07 13F Avenue 1 Advisors, LLC 52 221 6,26 10 184 11,24
2025-07-11 13F BTC Capital Management, Inc. 9 821 −1,07 1 915 3,57
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5 564 −11,58 1 085 −7,11
2025-08-11 13F Regal Investment Advisors LLC 17 940 8,79 3 499 13,90
2025-08-12 13F Tocqueville Asset Management L.p. 18 008 4,59 3 512 9,48
2025-08-11 13F Rockbridge Investment Management, LCC 24 057 −0,73 4 691 3,92
2025-08-13 13F Options Solutions, Llc 2 000 0,00 390 4,84
2025-07-24 13F Jfs Wealth Advisors, Llc 16 602 0,00 3 238 4,69
2025-07-14 13F Hoey Investments, Inc 0 −100,00 0
2025-08-14 13F First Manhattan Co 30 635 0,54 6 002 5,74
2025-08-11 13F Principal Securities, Inc. 11 440 −7,78 2 231 −9,28
2025-07-15 13F Mather Group, Llc. 873 500 −0,36 170 341 4,31
2025-07-23 13F Wealth Management Nebraska 0 −100,00 0
2025-07-29 13F Koshinski Asset Management, Inc. 37 093 1,85 7 234 6,62
2025-08-05 13F Access Investment Management LLC 15 000 0,00 2 925 −1,58
2025-05-14 13F Oak Harvest Investment Services 0 −100,00 0
2025-04-17 13F Rs Crum Inc. 4 346 −0,53 810 −6,47
2025-08-14 13F Glenmede Investment Management, LP 80 551 15 708
2025-07-17 13F Flywheel Private Wealth LLC 53 355 13,50 10 405 18,82
2025-07-18 13F Martel Wealth Advisors Inc 19 531 0,85 3 809 5,57
2025-07-24 13F rebel Financial LLC 16 240 3 182
2025-07-09 13F Dynamic Advisor Solutions LLC 6 804 3,20 1 327 7,98
2025-07-24 13F Agate Pass Investment Management, LLC 3 503 −2,04 683 2,55
2025-08-01 13F First Command Advisory Services, Inc. 305 −36,19 59 −33,71
2025-08-11 13F Pineridge Advisors LLC 83 0,00 16 6,67
2025-08-06 13F Ethos Financial Group, LLC 1 868 366
2025-08-13 13F Shepherd Financial Partners LLC 59 836 −11,18 11 669 −7,02
2025-08-13 13F Nicolet Advisory Services, Llc 1 672 −3,63 327 11,26
2025-07-21 13F Quattro Financial Advisors Llc 27 958 −6,68 5 452 −2,31
2025-04-29 13F Hm Payson & Co 2 −99,38 0 −100,00
2025-07-01 13F BancFirst Trust & Investment Management 63 055 7,97 12 344 13,90
2025-08-07 13F Evoke Wealth, Llc 5 097 0,00 999 5,16
2025-08-07 13F Traynor Capital Management, Inc. 2 817 559
2025-07-17 13F Smith, Salley & Associates 1 847 360
2025-08-13 13F Lido Advisors, LLC 15 991 157,46 3 132 170,70
2025-07-09 13F Massmutual Trust Co Fsb/adv 32 598 −8,13 6 357 −3,83
2025-07-18 13F TruNorth Capital Management, LLC 5 382 0,00 1 049 4,69
2025-08-04 13F Spire Wealth Management 13 986 −8,44 2 727 −4,15
2025-08-14 13F Boston Private Wealth Llc 1 115 217
2025-07-14 13F CJM Wealth Advisers, Ltd. 11 238 −3,69 2 191 0,83
2025-07-28 13F Sterling Financial Planning, Inc. 11 753 0,20 2 292 4,90
2025-08-11 13F TRUE Private Wealth Advisors 6 533 0,21 1 274 4,94
2025-07-15 13F Signet Financial Management, Llc 15 285 −6,55 2 981 −2,17
2025-07-30 13F Fairway Wealth LLC 4 −97,66 1 −100,00
2025-05-02 13F Graypoint LLC 0 −100,00 0
2025-07-21 13F Synergy Financial Management, LLC 1 158 226
2025-08-12 13F Putnam Fl Investment Management Co 6 550 −14,87 1 277 −10,89
2025-07-24 13F Game Plan Financial Advisors, LLC 26 0,00 5 25,00
2025-08-14 13F Investmark Advisory Group LLC 2 600 1,25 507 6,07
2025-08-12 13F Shakespeare Wealth Management, Inc. 109 603 4,11 21 374 8,98
2025-07-07 13F Nova Wealth Management, Inc. 31 416,67 6 500,00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 69 944 19,07 13 654 25,25
2025-05-15 13F Cambria Investment Management, L.P. 0 −100,00 0
2025-08-06 13F Savant Capital, LLC 379 201 0,58 73 948 5,29
2025-04-23 13F Mattern Capital Management, Llc 0 −100,00 0
2025-08-05 13F Mason Investment Advisory Services, Inc. 281 121 −0,64 54 821 4,02
2025-07-30 13F Roman Butler Fullerton & Co 1 394 0,00 284 17,43
2025-08-07 13F Sound View Wealth Advisors Group, LLC 1 047 −2,70 204 2,00
2025-08-01 13F Rossby Financial, LCC 315 −1,56 61 7,02
2025-07-09 13F Aaron Wealth Advisors LLC 96 575 −3,53 18 833 0,99
2025-07-29 13F Uhlmann Price Securities, Llc 1 364 −10,97 266 −7,02
2025-04-25 13F Equitable Trust Co 0 −100,00 0
2025-08-07 13F Cahill Financial Advisors Inc 20 166 5,10 3 933 10,02
2025-07-17 13F Mustard Seed Financial, LLC 10 956 1,18 2 137 5,90
2025-07-24 13F Copperwynd Financial, LLC 1 037 202
2025-08-11 13F Mill Creek Capital Advisors, LLC 483 605 −1,53 94 308 3,07
2025-07-23 13F Family Legacy, Inc. 10 165 2,05 1 982 6,85
2025-07-15 13F Financial Management Professionals, Inc. 100 0,00 20 5,56
2025-07-31 13F Wealthfront Advisers Llc 34 150 9,27 6 660 14,38
2025-08-12 13F Pettyjohn, Wood & White, Inc 2 120 0,00 413 4,82
2025-07-11 13F Coastwise Capital Group, LLC 1 766 0,00 344 4,56
2025-08-14 13F Family Management Corp 0 −100,00 0
2025-08-06 13F Modera Wealth Management, LLC 362 293 3,25 70 651 8,08
2025-07-15 13F Revisor Wealth Management LLC 6 088 1,69 1 236 10,76
2025-07-31 13F FSA Investment Group, LLC 6 089 0,05 1 187 4,77
2025-07-25 13F Northwest Capital Management Inc 8 679 −27,50 1 692 −24,13
2025-08-07 13F Mayport, Llc 41 097 11,32 8 014 16,53
2025-08-15 13F Captrust Financial Advisors 1 136 586 −35,13 221 646 −32,10
2025-08-25 13F Silverlake Wealth Management Llc 5 442 4,69 1 061 9,61
2025-07-09 13F OLIO Financial Planning 15 284 1,52 2 981 6,28
2025-08-04 13F Keybank National Association/oh 10 573 −0,09 2 062 4,57
2025-07-17 13F Melfa Wealth Management, Llc 1 691 0,89 330 5,45
2025-04-15 13F Donaldson Capital Management, Llc 0 −100,00 0
2025-07-18 13F Consolidated Portfolio Review Corp 5 433 −3,52 1 059 1,05
2025-07-25 13F Total Clarity Wealth Management, Inc. 41 251 135,71 8 044 131,95
2025-07-15 13F EWG Elevate Inc. 10 323 25,97 2 013 31,85
2025-08-14 13F Wallace Hart LLC 298 58
2025-04-11 13F Davis Capital Management 50 0,00 9 0,00
2025-07-29 13F BKM Wealth Management, LLC 5 046 4,82 984 9,82
2025-08-06 13F Commonwealth Equity Services, Llc 665 646 −11,04 130 −7,19
2025-08-06 13F SNS Financial Group, LLC 20 845 −0,68 4 084 4,45
2025-05-01 13F Quest 10 Wealth Builders, Inc. 319 −50,23 59 −53,54
2025-08-26 13F Zeit Capital LLC 24 294 0,75 4 738 5,45
2025-07-09 13F Sapient Capital Llc 4 573 158,51 896 172,04
2025-08-14 13F CIBC World Markets Inc. 5 850 16,44 1 141 21,93
2025-07-09 13F Riversedge Advisors, Llc 10 196 −19,74 1 988 −15,98
2025-08-06 13F Cm Wealth Advisors Llc 1 926 12,57 377 18,55
2025-08-13 13F Sonoma Private Wealth LLC 1 538 0,00 300 4,55
2025-07-24 13F Galvin, Gaustad & Stein, LLC 3 031 −19,94 591 −16,17
2025-08-12 13F Lodestone Wealth Management LLC 2 446 5,25 477 10,16
2025-07-29 13F Kraft, Davis & Associates, LLC 1 573 −85,77 318 −83,49
2025-08-08 13F Empower Advisory Group, LLC 6 935 −10,17 1 352 −5,98
2025-08-11 13F Root Financial Partners, LLC 4 085 −38,23 797 −35,44
2025-08-08 13F Truepoint, Inc. 21 452 −12,47 4 183 −8,37
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 37 −53,16 7 −50,00
2025-08-14 13F Prudent Investors Network 1 075 −33,97 210 −31,02
2025-08-12 13F Prudential Financial Inc 38 003 0,00 7 411 4,68
2025-05-02 13F MB Generational Wealth, LLC 8 076 −20,21 1 504 −24,99
2025-04-14 13F Cedar Mountain Advisors, LLC 0 0
2025-07-24 13F MSH Capital Advisors LLC 14 287 −0,65 2 786 4,03
2025-07-31 13F Jackson Hole Capital Partners, LLC 215 0,00 42 2,50
2025-04-28 13F BetterWealth, LLC 0 −100,00 0
2025-07-10 13F Anderson Hoagland & Co 2 881 0,00 562 19,87
2025-08-06 13F Wedbush Securities Inc 5 524 2,18 1 0,00
2025-07-16 13F Essex Financial Services, Inc. 16 581 −4,31 3 233 0,15
2025-07-17 13F LexAurum Advisors, LLC 1 447 −1,70 282 2,92
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 153 −27,16 0
2025-07-25 13F Atria Wealth Solutions, Inc. 34 015 −15,54 6 743 −10,12
2025-07-21 13F Warner Financial, Inc 16 456 −7,64 3 0,00
2025-08-14 13F ICONIQ Capital, LLC 1 398 −1,48 273 3,03
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-14 13F Painted Porch Advisors LLC 4 705 10,97 917 16,22
2025-08-07 13F Curtis Advisory Group, LLC 9 299 −1,10 1 813 3,54
2025-08-14 13F Staley Capital Advisers Inc 2 311 0,00 451 4,65
2025-07-16 13F Maridea Wealth Management LLC 1 119 0,00 218 4,81
2025-08-14 13F Windsor Advisory Group, LLC 2 720 0,00 530 4,74
2025-08-13 13F Financial Freedom, LLC 13 819 0,61 2 695 5,32
2025-05-12 13F Sandy Spring Bank 914 0,11 170 −6,08
2025-08-14 13F RMB Capital Management, LLC 1 283 251
2025-07-17 13F New Covenant Trust Company, N.A. 5 743 −6,37 1 124 −1,23
2025-08-01 13F Envestnet Asset Management Inc 1 703 138 −3,97 332 090 0,51
2025-08-08 13F SBI Securities Co., Ltd. 2 147 −14,15 419 −10,11
2025-07-18 13F Midwest Financial Group LLC 10 604 0,14 2 068 4,82
2025-08-11 13F Theory Financial Llc 16 172 −8,59 3 206 −2,70
2025-08-14 13F Main Street Financial Solutions, LLC 5 030 −0,59 981 4,03
2025-05-15 13F Glenmede Trust Co Na 82 391 −2,36 15 349 −8,22
2025-08-14 13F Royal Bank Of Canada 503 565 3,72 98 201 8,58
2025-07-17 13F XY Planning Network, Inc. 2 655 124,05 518 135,00
2025-07-31 13F Whipplewood Advisors, LLC 914 246,21 178 4,71
2025-07-28 13F Fairman Group, LLC 110 0,00 21 0,00
2025-08-08 13F Compass Financial Services Inc 195 38
2025-08-04 13F Evergreen Wealth Management, LLC 7 133 −2,22 1 391 2,43
2025-08-14 13F Gotham Asset Management, LLC 10 175 0,00 1 984 4,70
2025-07-10 13F Fulton Bank, N.a. 6 895 1,79 1 345 6,58
2025-08-01 13F Winebrenner Capital Management Llc 3 877 17,99 756 23,53
2025-07-11 13F Caldwell Securities, Inc 143 0,00 28 3,85
2025-08-05 13F Bank of New York Mellon Corp 59 380 −9,71 11 580 −5,49
2025-07-31 13F CNB Bank 63 0,00 12 9,09
2025-07-14 13F GAMMA Investing LLC 593 5,89 116 10,58
2025-07-29 13F International Assets Investment Management, Llc 1 453 4,61 283 9,69
2025-05-12 13F Richard W. Paul & Associates, LLC 0 −100,00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 50 710 1,32 9 889 6,07
2025-07-23 13F West Paces Advisors Inc. 666 0,00 130 4,03
2025-08-19 13F Advisory Services Network, LLC 62 308 −0,43 12 354 5,97
2025-08-11 13F PAX Financial Group, LLC 1 544 −35,02 301 −31,90
2025-04-28 13F Pinnacle Financial Partners Inc 40 882 21,06 7 616 13,79
2025-09-03 13F American Trust 2 648 516
2025-08-11 13F WPG Advisers, LLC 1 040 −3,70 203 0,50
2025-07-09 13F Intelligence Driven Advisers, LLC 1 189 −2,14 232 2,21
2025-07-14 13F Signature Securities Group Corporation 5 759 −4,53 1 128 0,45
2025-07-16 13F Signature Resources Capital Management, LLC 107 −4,46 21 0,00
2025-07-28 NP SPUSX - Symmetry Panoramic US Equity Fund Class I Shares 30 000 18,60 5 669 19,30
2025-08-15 13F Kestra Investment Management, LLC 1 288 0,00 240 0,00
2025-08-11 13F Traub Capital Management LLC 155 30
2025-07-31 13F Hoge Financial Services, Llc 4 888 2,45 953 7,32
2025-08-12 13F Founders Financial Alliance, LLC 303 −76,53 59 −75,42
2025-07-17 13F SC&H Financial Advisors, Inc. 7 797 −4,31 1 520 0,20
2025-08-13 13F Victory Financial Group, Llc 61 280 5,82 11 950 10,82
2025-07-17 13F Barry Investment Advisors, LLC 24 530 0,04 4 806 5,21
2025-08-08 13F Condor Capital Management 6 265 0,97 1 222 5,62
2025-07-11 13F Busey Wealth Management 2 989 −8,45 583 −4,28
2025-07-24 13F Von Berge Wealth Management Group, LLC 1 153 0,17 234 13,11
2025-08-11 13F Wescott Financial Advisory Group, LLC 3 638 −32,67 709 −29,52
2025-05-07 13F Objective Capital Management, LLC 0 −100,00 0
2025-04-21 13F PUREfi Wealth, LLC 0 −100,00 0
2025-08-13 13F Prossimo Advisors, LLC 5 263 −57,53 1 −50,00
2025-08-01 13F Redwood Park Advisors LLC 200 0,00 39 5,41
2025-04-11 13F Annex Advisory Services, LLC 0 −100,00 0
2025-08-15 13F Morgan Stanley 3 865 623 −1,71 753 835 2,90
2025-07-09 13F Inspirion Wealth Advisors, Llc 231 924 −1,15 45 227 3,47
2025-07-21 13F Family CFO Inc 75 806 −0,87 14 783 3,77
2025-07-30 13F Brookstone Capital Management 21 766 −11,40 4 245 −7,26
2025-08-14 13F Operose Advisors LLC 922 15,54 180 20,95
2025-07-15 13F RTD Financial Advisors, Inc. 39 064 10,33 7 618 15,50
2025-08-14 13F Amussen Hunsaker Associates Llc 5 200 0,00 1 019 5,17
2025-07-31 13F CVA Family Office, LLC 8 447 −5,48 1 647 −1,02
2025-08-07 13F LOM Asset Management Ltd 18 840 4
2025-05-14 13F United Bank 0 −100,00 0
2025-07-14 13F Ridgewood Investments LLC 1 922 −8,82 375 −4,59
2025-08-05 13F Ellevest, Inc. 0 −100,00 0
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 −100,00 0
2025-07-23 13F Ameliora Wealth Management Ltd. 0 −100,00 0
2025-08-04 13F Daymark Wealth Partners, Llc 1 979 9,40 386 14,58
2025-08-13 13F Solutions 4 Wealth, Ltd 1 841 0,00 359 4,97
2025-07-25 13F Apollon Financial, LLC 2 724 0,00 531 4,73
2025-08-14 13F Granby Capital Management, LLC 35 000 0,00 6 825 4,68
2025-08-04 13F Pinnacle Associates Ltd 2 534 −7,89 494 −3,52
2025-08-07 13F Prudent Man Investment Management, Inc. 7 0,00 1 0,00
2025-08-14 13F Envision Financial Planning, LLC 3 977 776
2025-07-29 13F SilverOak Wealth Management LLC 1 181 0,00 230 4,55
2025-07-18 13F Precision Wealth Strategies, LLC 8 421 1 642
2025-07-31 13F Orion Capital Management LLC 196 0,00 38 5,56
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 506 0,00 99 4,26
2025-08-14 13F Headinvest, Llc 1 325 −10,17 258 −5,84
2025-07-24 13F Shayne & Co., Llc 10 867 0,00 2 119 4,69
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 3 529 −0,56 688 4,56
2025-07-29 13F Aire Advisors, Llc 4 479 −1,82 873 2,83
2025-07-09 13F Bay Rivers Group 23 756 1,39 4 633 6,14
2025-07-28 13F Mutual Advisors, LLC 9 837 4,46 2 001 18,68
2025-08-07 13F Bearing Point Capital, Llc 2 200 429
2025-07-30 13F Silver Oak Wealth Advisors Services, Llc 1 079 211
2025-08-14 13F Cardiff Park Advisors, Llc 46 624 0,00 9 092 4,69
2025-07-17 13F Lakewood Asset Management LLC 2 467 12,70 481 18,18
2025-08-14 13F Sei Investments Co 1 426 827 3,00 278 321 7,84
2025-08-15 13F Nikulski Financial, Inc. 14 303 1,55 2 789 6,33
2025-07-24 13F Blair William & Co/il 51 558 −6,55 10 054 −2,18
2025-08-04 13F WNY Asset Management, LLC 1 709 6,22 333 11,37
2025-08-07 13F Commerce Bank 23 178 0,25 4 520 4,92
2025-07-17 13F Tritonpoint Wealth, Llc 10 560 −0,13 2 069 5,03
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 43 154 11,42 8 14,29
2025-08-12 13F Sky-mountain Capital Management, Inc. 7 193 −31,77 1 424 −27,51
2025-07-23 13F Columbus Macro, LLC 29 173 0,70 5 689 5,41
2025-07-18 13F O'ROURKE & COMPANY, Inc 13 230 −8,11 2 580 −3,84
2025-07-22 13F My Personal CFO, LLC 1 543 −2,28 301 2,04
2025-08-19 13F Cape Investment Advisory, Inc. 354 1,14 69 6,15
2025-07-08 13F Ehrlich Financial Group 1 163 4,49 227 9,18
2025-08-14 13F UBS Group AG 1 633 911 −2,21 318 629 2,37
2025-07-08 13F Rise Advisors, LLC 242 −7,98 47 −4,08
2025-08-11 13F Pinnacle Financial Group, LLC / IL 29 508 12,42 5 756 17,71
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Value ETF 8 019 −32,97 1 443 −41,25
2025-07-11 13F Kaydan Wealth Management, Inc. 0 −100,00 0
2025-07-07 13F Park Edge Advisors, LLC 1 600 0,00 312 4,71
2025-07-22 13F Merit Financial Group, LLC 169 586 419,52 33 071 443,91
2025-07-22 13F Steele Capital Management, Inc. 58 585 24,77 11 478 31,23
2025-07-28 NP James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C Short −10 400 −0,00 −1 965 −4,47
2025-07-21 13F Future Financial Wealth Managment LLC 49 0,00 10 0,00
2025-07-17 13F K2 Financial Inc. 2 432 −7,07 480 8,11
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 100 0,00 20 5,56
2025-08-13 13F StoneX Group Inc. 3 133 75,81 613 85,20
2025-08-12 13F Richmond Investment Services, LLC 3 752 91,72 732 100,82
2025-08-12 13F One Charles Private Wealth Services, LLC 10 138 −0,42 1 977 4,27
2025-08-14 13F Ausdal Financial Partners, Inc. 27 231 −4,86 5 310 −0,39
2025-05-02 13F Forum Financial Management, LP 0 −100,00 0 −100,00
2025-07-30 13F Blume Capital Management, Inc. 148 29
2025-07-31 13F Washington Trust Advisors, Inc. 1 826 0,00 356 4,71
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