VEU - Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
US ˙ ARCA ˙ US9220427754

Grundläggande statistik
Institutionella ägare 1370 total, 1368 long only, 1 short only, 1 long/short - change of 3,70% MRQ
Genomsnittlig portföljallokering 0.9036 % - change of −1,54% MRQ
Institutionella aktier (lång) 308 751 531 (ex 13D/G) - change of 8,56MM shares 2,85% MRQ
Institutionellt värde (lång) $ 19 734 265 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF (US:VEU) har 1370 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 308,751,531 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Northern Trust Corp, Envestnet Asset Management Inc, Pnc Financial Services Group, Inc., BKD Wealth Advisors, LLC, UBS Group AG, Raymond James Financial Inc, CBIZ Investment Advisory Services, LLC, and Vanguard Group Inc .

Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF (ARCA:VEU) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 17, 2025 is 71,59 / share. Previously, on September 18, 2024, the share price was 60,89 / share. This represents an increase of 17,57% over that period.

VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US 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.

VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US 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
(%)
2025-07-03 13F Garde Capital, Inc. 17 495 17,53 1 176 30,38
2025-08-07 13F Davis R M Inc 532 707 −0,19 35 809 10,60
2025-07-10 13F Cypress Point Wealth Management, LLC 19 939 32,07 1 340 46,45
2025-07-03 13F Fiduciary Financial Group, Llc 64 401 0,77 4 330 18,64
2025-08-13 13F Argyle Capital Partners, LLC 8 169 −7,46 549 2,62
2025-08-14 13F CoreCap Advisors, LLC 19 271 −2,91 1 295 7,56
2025-08-04 13F Simon Quick Advisors, Llc 82 104 0,04 5 519 10,87
2025-07-15 13F Fifth Third Bancorp 454 002 −0,42 30 518 10,35
2025-08-11 13F Howard Wealth Management, Llc 31 142 6,21 2 093 17,72
2025-05-12 13F Catalytic Wealth RIA, LLC 0 −100,00 0
2025-07-25 13F NorthRock Partners, LLC 8 268 −30,87 556 −23,45
2025-08-13 13F StoneX Group Inc. 32 904 0,35 2 212 11,16
2025-09-12 13F/A Valeo Financial Advisors, LLC 15 862 10,91 1 066 22,95
2025-08-12 13F SRS Capital Advisors, Inc. 368 32,85 134 731,25
2025-08-13 13F Congress Wealth Management LLC / DE / 293 515 332,13 19 730 378,54
2025-07-22 13F DAVENPORT & Co LLC 202 247 8,91 13 595 20,67
2025-07-31 13F CVA Family Office, LLC 7 708 0,69 518 11,64
2025-07-08 13F TL Private Wealth 275 971 1,44 18 421 24,96
2025-08-12 13F Atlas Capital Advisors Llc 46 186 17,22 3 105 29,87
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 0 −100,00 0
2025-07-23 13F Equitable Trust Co 3 165 213
2025-08-08 13F Pnc Financial Services Group, Inc. 7 656 203 0,98 514 650 11,90
2025-08-28 NP NDOW - Anydrus Advantage ETF 20 958 9,46 1 409 21,27
2025-08-12 13F JMG Financial Group, Ltd. 224 959 −2,21 15 122 8,36
2025-07-23 13F Indiana Trust & Investment Management CO 1 743 0,00 117 11,43
2025-07-24 13F Trust Co Of Toledo Na /oh/ 895 60
2025-07-28 13F Harbour Investments, Inc. 29 108 111,45 1 957 134,25
2025-07-17 13F Lazari Capital Management, Inc. 5 462 39,23 367 54,85
2025-07-25 13F Carl Stuart Investment Advisor, Inc 5 831 0,73 392 11,40
2025-04-23 13F Sabal Trust CO 28 884 0,12 1 752 5,80
2025-07-17 13F Oak Family Advisors, Llc 7 323 492
2025-08-01 13F Clark Asset Management, LLC 51 459 0,39 3 459 11,26
2025-08-14 13F Intrepid Family Office Llc 50 000 100,00 3 361 121,70
2025-07-08 13F Beacon Wealthcare LLC 253 527 1,54 17 042 12,53
2025-07-25 13F Pandora Wealth, Inc. 795 0,00 53 10,42
2025-08-05 13F J. W. Coons Advisors, LLC 8 909 0,00 599 10,74
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 276 738 1 885,49 19
2025-07-30 13F Patten Group, Inc. 36 885 16,52 2 479 29,11
2025-07-17 13F Fiduciary Advisors, Inc. 57 450 0,98 3 862 11,91
2025-08-13 13F Bollard Group LLC 1 755 0,75 0
2025-08-28 13F/A Tolleson Wealth Management, Inc. 298 280 0,04 20 050 10,87
2025-07-10 13F Bath Savings Trust Co 3 045 205
2025-08-06 13F Grey Fox Wealth Advisors, LLC 10 245 −35,25 689 −28,26
2025-08-14 13F Quantum Capital Management, LLC / NJ 77 556 43,88 5 213 59,47
2025-08-15 13F Provenance Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-08-07 13F Zions Bancorporation, National Association /ut/ 548 781 685,68 36 889 770,85
2025-07-31 13F Core Wealth Management, Inc. 0 −100,00 0
2025-08-14 13F Valley Financial Group, Inc. 242 165 3,74 16 278 14,96
2025-07-31 13F Silver Oak Advisory Group, Inc. 7 169 0,32 0
2025-07-16 13F Brown, Lisle/cummings, Inc. 21 416 72,29 1 440 91,10
2025-07-30 13F Whittier Trust Co Of Nevada Inc 147 265 −6,16 9 899 4,00
2025-08-13 13F Crescent Grove Advisors, LLC 3 040 204
2025-08-06 13F Walkner Condon Financial Advisors LLC 5 836 21,20 392 34,25
2025-08-14 13F Kovitz Investment Group Partners, LLC 95 787 −13,98 6 439 −4,68
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 253 498 11,10 17 040 23,11
2025-08-07 13F Kestra Private Wealth Services, Llc 111 406 2,26 7 489 13,32
2025-08-13 13F Causeway Capital Management Llc 8 926 31,98 600 46,34
2025-08-06 13F Texas Yale Capital Corp. 4 927 0,26 331 11,07
2025-08-15 13F Binnacle Investments Inc 0 −100,00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 1 516 0,00 102 10,99
2025-07-30 13F Birch Hill Investment Advisors LLC 3 834 0,00 258 10,78
2025-08-11 13F Performa Ltd (US), LLC 281 226 17,23 18 904 29,91
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 28 627 28,64 1 921 37,14
2025-07-25 13F Fifth Third Wealth Advisors LLC 10 164 14,02 683 26,48
2025-08-14 13F Cardiff Park Advisors, Llc 28 770 0,71 1 934 11,61
2025-08-04 13F Center for Financial Planning, Inc. 941 0,00 63 10,53
2025-07-24 13F JNBA Financial Advisors 56 339 1,26 3 787 12,24
2025-08-14 13F Clarity Capital Advisors, LLC 6 534 9,94 439 21,94
2025-08-15 13F WealthCollab, LLC 22 094 9,94 1 485 21,82
2025-09-15 13F/A Migdal Insurance & Financial Holdings Ltd. 61 274 −2,50 4 33,33
2025-07-07 13F Hedges Asset Management LLC 4 600 0,00 309 10,75
2025-07-30 13F Pittenger & Anderson Inc 6 600 0,00 444 10,75
2025-08-14 13F Ieq Capital, Llc 36 107 55,94 2 427 72,86
2025-07-29 13F Salomon & Ludwin, LLC 799 0,00 54 10,42
2025-08-27 13F Barnes Wealth Management Group, Inc 6 159 −13,33 414 −3,94
2025-07-30 13F Klingman & Associates, LLC 51 137 0,00 3 437 10,84
2025-07-22 13F Wealthcare Capital Management Llc 984 996 −7,87 66 211 2,09
2025-08-12 13F Bahl & Gaynor Inc 129 805 16,33 8 725 28,92
2025-08-14 13F Monograph Wealth Advisors, Llc 32 565 0,00 2 189 10,84
2025-08-19 13F National Asset Management, Inc. 9 909 −20,33 666 −6,59
2025-07-15 13F Patriot Investment Management Inc. 867 006 −0,48 58 280 10,28
2025-07-16 13F ORG Partners LLC 80 0,00 5 25,00
2025-08-06 13F Strategic Financial Partners, Ltd. 5 113 −2,59 344 7,86
2025-08-05 13F Bank Of Montreal /can/ 462 607 1,55 31 096 12,53
2025-07-28 13F Deroy & Devereaux Private Investment Counsel Inc 29 191 −10,47 2 0,00
2025-07-28 13F Sagespring Wealth Partners, Llc 9 546 −17,23 642 −8,30
2025-07-25 13F Investment Advisory Group, LLC 4 804 0,00 323 10,65
2025-08-14 13F Evergreen Capital Management Llc 214 247 −0,76 14 402 9,97
2025-07-09 13F Breakwater Investment Management 96 482 −0,35 6 486 10,42
2025-07-16 13F Twelve Points Wealth Management LLC 188 242 12 654
2025-07-31 13F Washington Trust Advisors, Inc. 320 13,88 22 23,53
2025-05-13 13F Heck Capital Advisors, LLC 0 −100,00 0 −100,00
2025-07-02 13F Central Pacific Bank - Trust Division 3 237 0,00 218 10,71
2025-08-12 13F Archer Investment Corp 24 628 11,72 1 655 23,78
2025-08-05 13F Lincoln National Corp 3 285 744 6,66 220 868 18,19
2025-08-14 13F AllSquare Wealth Management LLC 1 700 0,00 114 10,68
2025-08-01 13F Liberty Wealth Management Llc 112 794 3,43 7 582 14,60
2025-08-28 NP ELM - Elm Market Navigator ETF 69 271 7,25 4 656 18,87
2025-07-15 13F Pine Haven Investment Counsel, Inc 7 463 0,00 502 10,84
2025-07-29 13F Portland Financial Advisors Inc 5 963 8,95 401 20,85
2025-07-31 13F Carnegie Capital Asset Management, LLC 43 387 9,01 2 917 31,77
2025-08-12 13F Bokf, Na 4 950 0,00 333 10,67
2025-08-14 13F Fort Point Capital Partners LLC 11 837 −0,76 796 9,96
2025-07-31 13F Carrera Capital Advisors 6 441 18,64 433 31,31
2025-08-06 13F Miller Investment Management, LP 30 290 0,00 2 036 10,83
2025-07-11 13F Westfuller Advisors, LLC 14 279 11,49 960 23,58
2025-08-28 NP GLOW - VictoryShares WestEnd Global Equity ETF 8 971 −55,86 603 −51,06
2025-08-29 13F Total Investment Management Inc 1 0
2025-07-15 13F Family Wealth Partners, Llc 44 449 −7,44 2 988 2,58
2025-07-24 13F Lmcg Investments, Llc 8 128 0,00 546 10,75
2025-07-10 13F Exchange Traded Concepts, Llc 763 −94,93 51 −94,41
2025-07-25 13F Pathway Financial Advisors LLC 5 078 341
2025-08-01 13F Strategic Financial Services, Inc, 4 298 −9,48 289 0,00
2025-08-13 13F EverSource Wealth Advisors, LLC 2 484 −53,26 167 −48,45
2025-08-13 13F Russell Investments Group, Ltd. 17 122 −49,47 1 151 −44,04
2025-08-04 13F Spinnaker Trust 58 742 −5,41 3 949 4,80
2025-08-11 13F Summit Wealth Partners, LLC 12 078 −3,54 812 6,85
2025-07-14 13F CRA Financial Services, LLC 6 973 0,00 469 10,90
2025-08-04 13F Arkadios Wealth Advisors 28 933 320,42 1 945 366,19
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 495 406 −8,35 33 301 1,56
2025-08-08 13F Stephenson & Company, Inc. 4 507 0,00 303 10,62
2025-08-14 13F Bnp Paribas Arbitrage, Sa 114 003 −68,02 7 663 −64,56
2025-07-22 13F MAS Advisors LLC 3 294 221
2025-08-11 13F CBIZ Investment Advisory Services, LLC 5 508 749 −2,10 370 298 8,49
2025-08-11 13F Vanguard Group Inc 5 007 831 28,97 336 626 42,92
2025-07-31 13F Manuka Financial, LLC 5 267 0,23 354 11,32
2025-07-22 13F Capital City Trust Co/fl 11 484 −5,42 772 4,76
2025-08-13 13F Sepio Capital, LP 12 148 20,34 817 33,33
2025-07-15 13F Td Private Client Wealth Llc 55 363 −2,05 3 722 8,55
2025-07-23 13F Prime Capital Investment Advisors, LLC 5 751 −40,83 387 −34,47
2025-08-08 13F Blankinship & Foster, LLC 610 106 2,19 41 011 13,24
2025-07-22 13F SOL Capital Management CO 57 115 −0,52 4 0,00
2025-04-23 13F Chevy Chase Trust Holdings, Inc. 0 −100,00 0
2025-07-17 13F Vermillion Wealth Management, Inc. 838 0,00 56 12,00
2025-07-17 13F Charles Schwab Trust Co 9 000 80,00 605 99,34
2025-07-14 13F Sowell Financial Services LLC 8 351 −8,40 561 1,45
2025-07-15 13F Evanson Asset Management, LLC 34 813 528,39 2 340 596,43
2025-07-28 13F RFG Advisory, LLC 44 305 −3,84 2 978 6,59
2025-08-01 13F Ashton Thomas Private Wealth, LLC 10 351 −48,47 696 −42,94
2025-05-01 13F Schechter Investment Advisors, LLC 0 −100,00 0
2025-07-23 13F Capstone Wealth Management Group, Llc 7 475 0,71 502 11,56
2025-07-03 13F Lam Group, Inc. 120 847 −0,66 8 123 10,08
2025-07-22 13F Net Worth Advisory Group 6 041 406
2025-08-08 13F Capstone Financial Advisors, Inc. 5 177 −2,60 348 8,07
2025-07-23 13F Detalus Advisors, LLC 7 565 0,17 509 10,92
2025-08-07 13F BOK Financial Private Wealth, Inc. 21 236 −3,73 1 427 6,65
2025-07-02 13F Dentgroup LLC 15 271 −11,74 1 027 −2,19
2025-07-23 13F Beaumont Asset Management, L.L.C. 63 777 4 287
2025-08-01 13F Pasadena Private Wealth, LLC 627 591 3,48 42 187 14,66
2025-08-13 13F Virtue Capital Management, LLC 17 697 10,78 1 190 22,70
2025-08-12 13F Global Retirement Partners, LLC 15 259 −40,57 1 026 −30,46
2025-08-14 13F Wimmer Associates 1, Llc 6 867 0,00 462 4,77
2025-08-14 13F Harding Loevner Lp 649 338 −29,61 43 649 −22,00
2025-07-30 13F SkyOak Wealth, LLC 18 569 1,01 1 248 11,93
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-07-17 13F Coastline Trust Co 58 500 0,00 3 932 10,82
2025-08-14 13F Tennessee Valley Asset Management Partners 44 558 −43,13 2 995 −36,97
2025-07-22 13F Wealthcare Capital Partners, LLC 50 985 14,76 3 427 27,21
2025-08-07 13F Midland Wealth Advisors Llc 21 159 −4,84 1 422 5,49
2025-08-11 13F Bradley Foster & Sargent Inc/ct 41 263 31,52 2 774 45,72
2025-08-07 13F CSM Advisors, LLC 3 350 0,00 0
2025-08-13 13F Summit Financial, LLC 3 430 347 2,69 230 588 13,80
2025-08-19 13F Delos Wealth Advisors, LLC 76 5
2025-07-29 13F BKD Wealth Advisors, LLC 6 922 513 2,45 465 331 13,53
2025-08-18 13F Old North State Trust, LLC 0 −100,00 0
2025-07-29 13F Madison Wealth Partners, Inc 7 591 −14,69 510 −5,38
2025-07-14 13F Farmers & Merchants Investments Inc 435 0,00 29 11,54
2025-08-08 13F City Of London Investment Management Co Ltd 93 320 44,41 6 273 60,04
2025-07-18 13F Pure Financial Advisors, Inc. 135 158 69,55 9 085 87,90
2025-08-14 13F Goldman Sachs Group Inc 2 452 896 2,45 164 884 13,53
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-07-22 13F Ellenbecker Investment Group 16 991 −13,52 1 142 −4,11
2025-04-29 13F Adell Harriman & Carpenter Inc 0 −100,00 0
2025-08-11 13F Beaumont Capital Management, LLC 61 964 19,55 4 165 32,47
2025-07-15 13F Sightline Wealth Advisors, LLC 40 099 5,45 2 695 16,87
2025-08-11 13F First American Trust, Fsb 52 865 25,86 3 554 39,50
2025-08-12 13F Twin Focus Capital Partners, Llc 105 404 −3,94 7 085 6,45
2025-08-13 13F Colonial Trust Advisors 4 966 −64,44 334 −60,68
2025-07-30 13F Avidian Wealth Solutions, LLC 124 720 0,27 8 384 11,12
2025-08-11 13F Promethium Advisors,llc 4 021 0,00 270 11,11
2025-07-24 13F Baxter Bros Inc 4 548 −6,19 306 3,74
2025-08-27 13F/A Squarepoint Ops LLC 29 973 711,40 2 015 799,11
2025-07-14 13F Matrix Trust Co 39 879 3
2025-07-31 13F Topsail Wealth Management, LLC 326 646 5,34 21 957 16,74
2025-07-14 13F Park Avenue Securities Llc 149 814 2,81 10 25,00
2025-07-25 13F Community Bank, N.A. 1 034 0,00 70 11,29
2025-07-31 13F Nisa Investment Advisors, Llc 729 000 −5,30 49 003 4,94
2025-08-14 13F Mml Investors Services, Llc 902 503 −6,65 61 3,45
2025-08-07 13F Parkside Financial Bank & Trust 3 316 0,00 223 10,45
2025-08-11 13F Empowered Funds, LLC 5 024 338
2025-08-04 13F FRG Family Wealth Advisors LLC 20 250 4,90 1 361 16,23
2025-08-14 13F Coastal Bridge Advisors, LLC 120 931 3,27 8 129 14,43
2025-08-14 13F Df Dent & Co Inc 52 452 1,81 3 526 12,80
2025-07-15 13F Graypoint LLC 9 256 −1,80 622 8,93
2025-07-16 13F Beaumont Financial Advisors, LLC 13 900 −3,92 934 6,50
2025-07-31 13F/A Interchange Capital Partners, LLC 3 500 −12,50 235 −2,89
2025-07-17 13F Washington Capital Management Inc 19 595 0,00 1 317 10,86
2025-08-15 13F Truefg, Llc 4 824 1,54 324 12,50
2025-08-14 13F DHK Financial Advisors, Inc. 43 738 0,01 2 940 10,86
2025-04-23 13F Creative Financial Designs Inc /adv 0 0
2025-08-08 13F Ironwood Investment Counsel, LLC 6 041 0,32 406 11,23
2025-07-30 13F Clune & Associates, Ltd. 45 780 8,03 3 077 19,73
2025-08-06 13F Csenge Advisory Group 9 747 −1,90 636 6,90
2025-07-02 13F Boston Standard Wealth Management, LLC 295 689 14,07 19 876 30,76
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0
2025-07-29 13F Stephens Inc /ar/ 254 009 1,06 17 075 11,98
2025-08-06 13F Horan Securities, Inc. 8 260 −22,38 555 −13,95
2025-08-08 13F Avantax Advisory Services, Inc. 132 336 −20,21 8 896 −11,58
2025-08-14 13F Summit Trail Advisors, Llc 35 613 2 394
2025-08-11 13F Foundation Wealth Management, LLC\PA 61 667 −2,72 4 145 7,80
2025-07-29 13F Fundamentun, Llc 359 836 3,22 24 188 14,39
2025-07-14 13F Pacifica Partners Inc. 1 325 −3,36 89 8,64
2025-08-05 13F Snider Financial Group 33 589 0,32 2 258 11,13
2025-08-12 13F Titleist Asset Management, Llc 3 049 205
2025-07-25 13F Index Fund Advisors, Inc. 17 004 −0,63 1 143 10,13
2025-08-13 13F Mount Yale Investment Advisors, LLC 0 −100,00 0
2025-07-10 13F Worth Asset Management, LLC 6 901 25,34 464 39,04
2025-08-18 13F N.E.W. Advisory Services LLC 11 393 −11,18 766 −1,67
2025-08-13 13F Cheviot Value Management, LLC 402 0,00 28 8,00
2025-08-13 13F Rsm Us Wealth Management Llc 21 475 −48,26 1 444 −42,67
2025-08-15 13F CI Private Wealth, LLC 2 947 746 111,32 111 266 31,49
2025-07-21 13F Life Planning Partners, Inc 15 245 0,03 1 025 10,82
2025-07-17 13F DiNuzzo Private Wealth, Inc. 11 595 0,00 779 10,81
2025-07-30 13F Bogart Wealth, LLC 1 105 24,30 74 39,62
2025-07-24 13F Brandywine Oak Private Wealth Llc 10 144 129,40 682 154,10
2025-08-05 13F Gould Asset Management Llc /ca/ 18 970 −7,64 1 275 2,41
2025-08-13 13F First Trust Advisors Lp 5 080 −35,89 341 −28,96
2025-07-29 13F Ifrah Financial Services, Inc. 172 854 −1,33 11 619 9,35
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-08 13F Zrc Wealth Management, Llc 1 991 0,71 134 11,76
2025-08-06 13F North Capital, Inc. 2 418 6,61 163 18,25
2025-07-16 13F Colton Groome Financial Advisors, Llc 3 535 0,00 238 7,73
2025-07-28 13F Frazier Financial Advisors, LLC 1 962 0,72 132 11,02
2025-08-06 13F Legacy Bridge, LLC 1 552 0,00 104 10,64
2025-07-16 13F Asset Allocation & Management Company, LLC 47 500 3
2025-04-30 13F Ramiah Investment Group 35 427 22,76 2 149 32,65
2025-07-31 13F Wright Fund Managment, LLC 15 062 0,00 914 0,00
2025-07-22 13F Appleton Partners Inc/ma 20 850 −4,11 1 0,00
2025-08-12 13F New Republic Capital, LLC 787 0,00 53 10,64
2025-08-14 13F Ameriprise Financial Inc 729 727 −28,62 49 061 −20,90
2025-04-29 13F Callan Capital, LLC 212 032 −3,62 12 862 1,83
2025-07-02 13F Waller Financial Planning Group, Inc 5 441 13,07 366 25,43
2025-07-07 13F Lwm Advisors Inc 4 523 0,00 304 6,29
2025-07-11 13F Deane Retirement Strategies, Inc. 0 −100,00 0
2025-07-30 13F Cornerstone Advisory, LLC 21 844 2,97 1 468 8,90
2025-08-12 13F Nemes Rush Group LLC 264 0,76 18 13,33
2025-07-17 13F Paradigm Financial Partners, Llc 3 702 −11,82 249 −2,36
2025-07-17 13F Moody Lynn & Lieberson, Llc 5 678 −0,70 382 10,12
2025-07-21 13F Creative Capital Management Investments LLC 93 0,00 6 20,00
2025-08-13 13F Cambria Investment Management, L.P. 5 024 338
2025-07-08 13F FF Advisors,LLC 20 770 0,00 1 396 6,40
2025-07-14 13F S.A. Mason LLC 4 866 0,00 327 10,85
2025-07-31 13F Ssa Swiss Advisors Ag 4 760 0,00 329 14,24
2025-08-06 13F Valued Wealth Advisors LLC 50 3
2025-07-29 13F Kanawha Capital Management Llc 31 943 −0,22 2 147 10,56
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 83 469 −13,54 5 611 −4,20
2025-07-21 13F Fortis Capital Advisors, LLC 15 181 −0,01 1 021 10,87
2025-08-08 13F Emerald Investment Partners, Llc 20 899 42,56 1 405 57,93
2025-07-22 13F Old National Bancorp /in/ 7 477 −1,08 503 9,61
2025-07-28 13F BRYN MAWR TRUST Co 48 393 0,44 3 253 11,29
2025-07-18 13F SMI Advisory Services, LLC 8 174 −1,41 548 21,24
2025-08-08 13F Pinney & Scofield, Inc. 210 0,00 14 16,67
2025-08-04 13F Pensionmark Financial Group, Llc 4 929 7,67 331 19,49
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 7 033 0,00 473 10,80
2025-07-30 13F Insight Advisors, LLC/ PA 13 111 0,02 881 10,82
2025-07-28 13F Copia Wealth Management 1 106 19,05 74 32,14
2025-07-07 13F TruWealth Advisors, LLC 151 396 10 177
2025-08-01 13F Wincap Financial Llc 5 574 15,86 375 28,52
2025-08-08 13F Sawgrass Asset Management Llc 65 946 0,00 4 433 10,80
2025-08-12 13F MAI Capital Management 188 542 3,00 12 674 14,14
2025-07-22 13F Strid Group, LLC 1 666 152 −21,81 111 998 −13,36
2025-07-30 13F Black Diamond Financial, LLC 67 111 −7,04 4 511 3,01
2025-07-16 13F Falcon Wealth Planning 35 143 0,97 2 362 11,89
2025-07-29 13F Ballast, Inc. 0 −100,00 0
2025-08-13 13F Colonial Trust Co / SC 350 0,00 24 9,52
2025-08-04 13F L.m. Kohn & Company 28 010 215,25 1 883 249,81
2025-07-17 13F Luminvest Wealth Management LLC 443 063 4,35 29 872 15,98
2025-08-08 13F Strategies Wealth Advisors, LLC 9 043 −7,36 608 2,53
2025-08-14 13F Icon Wealth Advisors, LLC 4 179 −1,04 281 9,38
2025-07-28 13F Compass Advisory Group LLC 34 008 0,97 2 286 11,85
2025-08-01 13F MorganRosel Wealth Management, LLC 112 816 −5,59 7 583 4,62
2025-08-13 13F Victory Capital Management Inc 2 136 404 17,83 143 609 30,57
2025-05-05 13F Transce3nd, LLC 0 −100,00 0
2025-07-28 13F Axxcess Wealth Management, Llc 116 539 329,30 7 834 375,88
2025-04-15 13F InTrack Investment Management Inc 0 −100,00 0
2025-07-15 13F Santori & Peters, Inc. 2 985 201
2025-07-21 13F Compass Planning Associates Inc 199 583 −1,88 13 416 8,73
2025-07-23 13F DMG Group, LLC 0 −100,00 0
2025-07-21 13F Sage Financial Management Group, Inc. 423 761 −5,45 28 3,70
2025-08-14 13F Principia Wealth Advisory, LLC 136 154 −11,28 9 152 2,67
2025-08-15 13F WFA of San Diego, LLC 20 656 143,44 1 388 159,93
2025-07-08 13F Atlas Brown,Inc. 22 683 −0,07 1 525 10,76
2025-07-17 13F Stone Point Wealth LLC 4 755 0,00 320 10,76
2025-07-30 13F Exencial Wealth Advisors, Llc 32 386 −6,88 2 177 3,18
2025-05-13 13F Adams Wealth Management 102 899 6 242
2025-08-14 13F Qube Research & Technologies Ltd 625 42
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 345 717 25,04 22 551 34,60
2025-07-31 13F BIP Wealth, LLC 627 906 −1,51 42 208 9,14
2025-08-13 13F Van Hulzen Asset Management, LLC 4 421 28,29 297 42,11
2025-07-25 13F St. Louis Trust Co 752 025 0,56 50 551 11,43
2025-08-06 13F Cannon Financial Strategists, Inc. 3 946 0,00 265 10,88
2025-05-05 13F Lindbrook Capital, Llc 3 540 −58,55 215 −56,33
2025-08-12 13F Quadcap Wealth Management, LLC 3 050 205
2025-08-04 13F Mesirow Financial Investment Management, Inc. 16 209 21,41 1 090 34,61
2025-08-12 13F Archvest Wealth Advisors, Inc. 113 999 −10,30 7 663 −0,61
2025-08-04 13F MeadowBrook Investment Advisors LLC 82 628 −6,51 5 554 3,60
2025-08-15 13F First Heartland Consultants, Inc. 32 292 38,08 2 171 53,03
2025-05-15 13F/A Orion Portfolio Solutions, LLC 12 019 28,28 729 35,75
2025-07-21 13F Sageworth Trust Co of South Dakota 3 801 0,00 256 10,87
2025-08-11 13F Pin Oak Investment Advisors Inc 0 0
2025-05-01 13F Lane & Associates LLC 19 072 −1,73 1 157 0,35
2025-07-15 13F Forte Capital Llc /adv 10 400 0,00 699 10,95
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 65 862 23,81 4 427 37,23
2025-08-14 13F Synovus Financial Corp 3 355 −4,22 226 6,13
2025-08-11 13F Lake Street Financial Llc 18 970 1 275
2025-07-10 13F Trust Point Inc. 112 615 41,72 7 570 57,03
2025-07-16 13F Rebalance, Llc 12 202 −1,71 820 8,90
2025-07-30 13F Evermay Wealth Management Llc 1 995 0,00 134 10,74
2025-08-01 13F Facet Wealth, Inc. 68 464 6,18 4 560 11,03
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 27 822 −3,72 1 870 6,74
2025-08-01 13F Bessemer Group Inc 348 848 −0,50 23 9,52
2025-08-04 13F AMG National Trust Bank 181 281 0,00 12 186 10,81
2025-07-15 13F Alpha Omega Wealth Management LLC 8 192 −0,58 551 10,22
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-13 13F ESL Trust Services, LLC 4 394 6,03 295 17,53
2025-08-11 13F Nordwand Advisors, LLC 616 41
2025-08-13 13F Capital Group Private Client Services, Inc. 4 347 0,00 292 11,03
2025-08-13 13F Schroder Investment Management Group 69 576 5,74 4 677 17,16
2025-07-14 13F Cherrydale Wealth Management, Llc 5 744 0,72 386 11,88
2025-08-12 13F AlphaCore Capital LLC 213 434 971,29 14 347 1 087,67
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 56 −62,16 4 −62,50
2025-07-10 13F Compton Wealth Advisory Group, LLC 759 796 0,90 51 073 11,82
2025-06-25 NP REMIX - STANDPOINT MULTI-ASSET FUND Investor Class 692 400 −4,80 43 164 −0,03
2025-08-04 13F Econ Financial Services Corp 4 901 329
2025-08-12 13F Long Island Wealth Management, Inc. 21 945 −10,45 1 475 −0,74
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 32 105 0,00 2 158 10,84
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 7 370 6,66 495 11,99
2025-05-14 13F Baron Wealth Management LLC 0 −100,00 0
2025-08-14 13F Karpus Management, Inc. 639 394 28,23 42 980 42,10
2025-07-31 13F/A Avion Wealth 311 953 104,93 21 150,00
2025-08-05 13F Mathes Company, Inc. 6 950 0,00 0
2025-07-25 13F Hemington Wealth Management 744 0,00 0
2025-08-13 13F VestGen Advisors, LLC 22 433 334,66 1 508 381,47
2025-07-11 13F First PREMIER Bank 52 283 −7,16 4 0,00
2025-07-22 13F/A Red Mountain Financial, LLC 36 023 −0,23 2 421 10,55
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-16 13F Kathmere Capital Management, LLC 3 395 −0,82 228 10,14
2025-04-30 13F Sofos Investments, Inc. 0 −100,00 0
2025-07-25 13F We Are One Seven, LLC 28 483 −70,59 1 915 −67,42
2025-08-07 13F Proficio Capital Partners LLC 6 400 0,00 430 10,82
2025-08-12 13F Main Management LLC 238 435 1,71 16 14,29
2025-08-13 13F Jones Financial Companies Lllp 2 572 625 5,31 172 603 15,85
2025-08-12 13F Belmont Capital, LLC 997 0,00 67 11,67
2025-07-08 13F Legacy Private Trust Co. 3 168 −39,67 213 −33,33
2025-08-11 13F Hopwood Financial Services, Inc. 356 0,00 24 9,52
2025-08-12 13F Cooper/haims Advisors, Llc 3 000 202
2025-08-14 13F Bragg Financial Advisors, Inc 3 810 0,00 256 10,82
2025-07-24 13F Cascade Investment Group, Inc. 7 651 −0,60 514 10,30
2025-07-08 13F Apella Capital, LLC 38 114 25,92 2 544 44,71
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 68 457 −2,01 4 602 8,59
2025-08-12 13F LPL Financial LLC 2 848 868 13,26 191 501 25,50
2025-07-16 13F Owen LaRue, LLC 3 149 212
2025-05-15 13F CAPROCK Group, Inc. 482 739 0,74 29 283 6,45
2025-08-14 13F Sand Hill Global Advisors, LLC 24 058 0,00 1 617 10,83
2025-08-14 13F MGB Wealth Management, LLC 32 711 2 196
2025-08-11 13F Cornerstone Planning Group LLC 1 907 −8,58 128 0,79
2025-08-14 13F Hurley Capital, LLC 1 128 0,27 76 10,29
2025-08-14 13F Colony Group, LLC 477 037 1,79 32 067 12,80
2025-08-14 13F Evercore Wealth Management, LLC 104 017 23,21 6 992 36,56
2025-08-15 13F Morgan Stanley 22 517 204 4,50 1 513 607 15,81
2025-07-09 13F Berkshire Bank 48 895 14,54 3 287 26,92
2025-08-14 13F IHT Wealth Management, LLC 10 593 −3,06 712 7,55
2025-08-14 13F Federation des caisses Desjardins du Quebec 680 291 372,85 45 729 423,99
2025-08-05 13F Dunhill Financial, LLC 449 134 184,54 30 191 215,33
2025-07-17 13F Fee-Only Financial Planning, L.C. 101 844 0,99 6 846 11,90
2025-07-08 13F First National Corp /ma/ /adv 7 575 1,08 509 12,11
2025-08-13 13F Portland Global Advisors LLC 64 290 4,12 4 322 15,38
2025-07-11 13F/A Umb Bank N A/mo 17 093 −6,52 1 149 3,52
2025-08-11 13F Private Advisor Group, LLC 47 193 8,97 3 172 20,75
2025-07-29 13F Curbstone Financial Management Corp 12 608 848
2025-08-07 13F AllGen Financial Advisors, Inc. 469 078 71,25 31 531 89,77
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 10 193 0,00 685 10,84
2025-07-21 13F Verus Financial Partners, Inc. 653 201 −1,03 44 071 12,17
2025-08-14 13F Alliancebernstein L.p. 14 971 −18,91 1 006 −10,10
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 14 418 0,05 969 10,87
2025-08-14 13F/A Rockefeller Capital Management L.P. 1 872 406 15,86 127 063 29,61
2025-08-04 13F 4wealth Advisors, Inc. 3 030 204
2025-07-24 13F Edge Financial Advisors LLC 11 810 15,81 794 28,32
2025-08-12 13F Associated Banc-corp 258 561 16,56 17 380 29,17
2025-07-09 13F Gilman Hill Asset Management, LLC 31 725 −0,98 2 133 9,73
2025-08-14 13F GWM Advisors LLC 178 892 5,87 12 025 17,32
2025-07-22 13F Coastal Investment Advisors, Inc. 7 603 0,00 511 10,85
2025-07-22 13F Grimes & Company, Inc. 3 692 11,95 248 24,00
2025-08-07 13F Resources Investment Advisors, LLC. 308 109 1,71 20 711 12,72
2025-08-06 13F First Horizon Advisors, Inc. 668 916 3,96 44 965 15,20
2025-08-14 13F Wells Fargo & Company/mn 2 089 623 9,00 140 464 20,79
2025-07-31 13F Cardinal Point Capital Management, ULC 723 104 10,07 48 607 21,97
2025-08-06 13F Agf Management Ltd 345 135 0,99 23 200 11,92
2025-07-23 13F Armbruster Capital Management, Inc. 7 651 −2,55 514 7,98
2025-08-01 13F Petra Financial Advisors Inc 3 389 0,00 228 10,73
2025-08-13 13F Beacon Pointe Advisors, LLC 148 771 −8,10 10 000 1,83
2025-08-13 13F Nyl Investors Llc 47 644 4,25 3 203 15,51
2025-07-23 13F Fulton Breakefield Broenniman Llc 9 153 615
2025-08-06 13F Disciplined Investors, L.L.C. 68 480 4,74 4 603 16,09
2025-07-17 13F Sage Rhino Capital Llc 24 777 −17,56 1 666 −8,67
2025-08-11 13F Plum Street Advisors, LLC 7 888 0,00 530 10,88
2025-07-30 13F LGT Financial Advisors LLC 1 745 0,00 117 11,43
2025-07-08 13F Parallel Advisors, LLC 27 726 17,41 1 864 30,10
2025-07-17 13F Independence Bank of Kentucky 2 939 0,00 198 10,67
2025-07-22 13F Simplicity Wealth,LLC 143 996 364,64 9 679 415,11
2025-07-30 NP ENDW - Cambria Endowment Style ETF 5 024 328
2025-08-11 13F Dorsey & Whitney Trust CO LLC 56 952 0,00 3 828 10,83
2025-07-16 13F Gradient Capital Advisors, LLC 20 633 3,72 1 387 14,93
2025-07-18 13F Newman Dignan & Sheerar, Inc. 50 836 2,63 3 417 13,75
2025-08-14 13F McIlrath & Eck, LLC 4 0,00 0
2025-07-15 13F Cranbrook Wealth Management, LLC 9 824 −0,46 660 10,37
2025-08-13 13F Seven Springs Wealth Group, LLC 7 850 0,00 528 10,71
2025-07-30 13F Phillips Financial Management, Llc 126 344 −1,20 8 493 9,48
2025-08-08 13F Altiora Financial Group, LLC 3 410 0,00 229 11,17
2025-07-30 13F Probity Advisors, Inc. 12 770 −0,35 858 10,42
2025-08-14 13F Family Management Corp 875 0,69 59 11,54
2025-08-14 13F 10Elms LLP 6 503 127,06 437 152,60
2025-07-11 13F Grove Bank & Trust 7 469 −2,17 502 8,42
2025-07-14 13F GAMMA Investing LLC 6 759 17,69 454 30,46
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 205 026 −5,63 13 782 4,57
2025-07-11 13F Addis & Hill, Inc 71 313 −1,04 4 794 9,65
2025-07-07 13F RDA Financial Network 4 781 10,90 321 22,99
2025-07-31 13F Oppenheimer & Co Inc 15 788 −8,62 1 061 1,24
2025-08-08 13F Glassman Wealth Services 1 086 820 3,19 73 056 14,35
2025-07-08 13F Richard P Slaughter Associates Inc 49 706 −13,91 3 341 −4,60
2025-08-14 13F Gen-Wealth Partners Inc 39 0,00 3 0,00
2025-07-11 13F WealthBridge Investment Counsel Inc. 14 560 20,53 1
2025-07-18 13F Forza Wealth Management, LLC 11 820 0,00 795 10,74
2025-08-13 13F ESG Planning 75 614 −4,70 5 083 5,59
2025-08-04 13F Shorepath Capital Management LLC 18 768 0,00 1 262 10,81
2025-08-12 13F Steward Partners Investment Advisory, Llc 65 765 −16,28 4 421 −7,24
2025-07-25 NP USBSX - Cornerstone Moderate Fund 140 376 1,36 9 157 9,09
2025-08-15 13F Equitable Holdings, Inc. 127 701 25,43 8 584 39,01
2025-07-11 13F Pioneer Wealth Management Group 29 467 56,32 1 981 73,23
2025-08-13 13F Greenwich Wealth Management LLC 16 969 0,00 1 0,00
2025-07-09 13F Bank of New Hampshire 44 819 −5,99 3 013 4,15
2025-08-04 13F HBK Sorce Advisory LLC 4 416 −1,87 297 8,82
2025-07-15 13F Hall Laurie J Trustee 8 652 4,04 582 15,28
2025-08-13 13F Avestar Capital, LLC 21 211 1 426
2025-07-11 13F Farther Finance Advisors, LLC 26 396 18,82 1 774 31,31
2025-07-18 13F PFG Investments, LLC 6 804 −3,20 457 7,28
2025-07-21 13F Phraction Management LLC 16 805 −20,56 1 130 −12,00
2025-07-30 13F Whittier Trust Co 336 383 −1,68 22 612 8,97
2025-08-01 13F Oarsman Capital, Inc. 3 877 8,42 261 20,37
2025-08-12 13F Wealth Dimensions Group, Ltd. 9 785 −0,17 658 10,61
2025-08-05 13F Tufton Capital Management 3 270 0
2025-08-04 13F Bordeaux Wealth Advisors LLC 5 249 52,14 353 68,42
2025-07-11 13F Compass Ion Advisors, LLC 77 938 2,42 5 239 13,47
2025-07-21 13F Successful Portfolios LLC 3 733 251
2025-08-01 13F Milestone Asset Management Group, LLC 21 027 13,64 1 413 25,94
2025-07-15 13F World Equity Group, Inc. 4 528 24,33 304 38,18
2025-08-12 13F Change Path, LLC 3 008 −42,06 202 −35,67
2025-05-06 13F Principle Wealth Partners Llc 0 −100,00 0 −100,00
2025-08-15 13F Kestra Advisory Services, LLC 354 120 9,25 23 804 21,06
2025-04-30 13F Correct Capital Wealth Management 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 8 578 −28,63 577 −20,99
2025-08-01 13F Brookwood Investment Group LLC 13 401 901
2025-07-14 13F BlueSky Wealth Advisors, LLC 4 190 0,00 282 10,63
2025-07-16 13F Flower City Capital 750 406 2,66 50 442 13,76
2025-08-07 13F Efficient Advisors, LLC 861 940 −4,66 57 940 5,65
2025-08-12 13F Tradition Wealth Management, LLC 3 372 0,00 227 10,78
2025-08-13 13F M Holdings Securities, Inc. 0 −100,00 0
2025-05-09 13F Horizon Family Wealth, Inc. 0 −100,00 0
2025-08-04 13F Atria Investments Llc 98 329 0,61 6 610 11,49
2025-08-06 13F Prospera Financial Services Inc 60 089 6,50 4 040 18,03
2025-07-17 13F Hanson & Doremus Investment Management 190 0,00 0
2025-08-08 13F Breed's Hill Capital LLC 7 729 −0,82 520 9,96
2025-07-22 13F Iron Horse Wealth Management, LLC 792 126,29 53 152,38
2025-08-04 13F Flagship Harbor Advisors, Llc 43 675 −0,35 2 936 10,42
2025-07-14 13F Occidental Asset Management, LLC 4 942 8,31 332 20,29
2025-08-05 13F GPS Wealth Strategies Group, LLC 1 346 0,52 91 11,11
2025-05-12 13F Cahill Wealth Management, LLC 7 542 −2,56 457 2,93
2025-08-12 13F Minot DeBlois Advisors LLC 31 960 2,36 2 148 13,41
2025-07-23 13F Pillar Financial Advisors, LLC 6 802 0,00 457 10,92
2025-08-07 13F Richard C. Young & CO., LTD. 13 272 −2,15 892 8,52
2025-08-12 13F Cowa, Llc 33 361 0,12 2 242 10,94
2025-07-25 13F Prostatis Group LLC 4 403 296
2025-07-21 13F Barrett & Company, Inc. 76 869 4,95 5 167 16,30
2025-08-05 13F MidAtlantic Capital Management, Inc. 4 403 −1,06 296 9,67
2025-08-11 13F Western Wealth Management, LLC 9 941 −1,42 668 9,33
2025-08-05 13F Prosperity Consulting Group, LLC 3 975 0,00 267 10,79
2025-08-07 13F Vise Technologies, Inc. 21 551 1 449
2025-07-18 13F SOA Wealth Advisors, LLC. 255 0,00 17 13,33
2025-08-06 13F Financial Alternatives, Inc 16 368 −1,24 1 100 9,45
2025-08-14 13F Nia Impact Advisors, Llc 8 528 0,00 573 10,83
2025-07-17 13F Greenleaf Trust 286 400 −25,27 19 252 −17,19
2025-08-04 13F ArborFi Advisors, LLC 16 495 −7,59 1 109 2,40
2025-08-13 13F Scotia Capital Inc. 6 136 19,26 412 32,05
2025-07-11 13F Diversified Trust Co 4 276 978 10,14 287 499 22,05
2025-07-25 13F Means Investment Co., Inc. 1 166 389 2,71 78 405 13,81
2025-08-13 13F Farnam Financial LLC 21 932 1,48 1 474 12,52
2025-07-23 13F Next Level Wealth Planning, LLC 70 638 −14,33 4 748 −5,06
2025-08-14 13F Susquehanna International Group, Llp 4 048 −98,15 272 −97,95
2025-08-14 13F Susquehanna International Group, Llp Call 35 900 45,34 2 413 61,08
2025-07-18 13F Trust Co Of Vermont 100 321 2,61 6 744 13,71
2025-08-08 13F Union Savings Bank 7 604 4,15 506 14,48
2025-08-14 13F Susquehanna International Group, Llp Put 53 100 −21,22 3 569 −12,70
2025-08-05 13F Welch & Forbes Llc 110 382 18,38 7 420 31,17
2025-08-07 13F Addison Advisors LLC 671 0,00 45 12,50
2025-08-12 13F O'shaughnessy Asset Management, Llc 22 193 17,79 1 492 30,56
2025-05-02 13F Concord Wealth Partners 0 −100,00 0
2025-08-04 13F Savvy Advisors, Inc. 15 645 −0,49 1 052 10,28
2025-08-05 13F Claro Advisors LLC 6 319 −19,99 425 −11,48
2025-07-22 13F Sage Financial Group Inc 620 182 2,18 41 689 13,23
2025-08-01 13F James Investment Research Inc 13 095 7,80 880 19,57
2025-08-11 13F Schiavi & Co LLC 4 519 0,00 304 10,58
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 431 699 −10,05 29 170 0,20
2025-07-23 13F Sax Wealth Advisors, Llc 34 537 0,49 2 322 11,37
2025-08-11 13F Y.D. More Investments Ltd 0 −100,00 0
2025-08-14 13F Moneta Group Investment Advisors Llc 681 756 1,00 45 828 11,92
2025-08-11 13F Citigroup Inc 167 551 −56,56 11 263 −51,87
2025-07-07 13F Wesbanco Bank Inc 175 172 4,71 11 775 16,03
2025-08-01 13F Providence First Trust Co 47 649 0,00 3 203 10,80
2025-08-14 13F TCG Advisory Services, LLC 11 240 −0,10 756 10,70
2025-07-30 13F Caliber Wealth Management, LLC / KS 55 858 −14,05 3 755 −4,77
2025-08-13 13F Ark & Tlk Investments, Llc 5 540 0,71 372 11,71
2025-08-15 13F/A Rakuten Securities, Inc. 5 −58,33 0
2025-08-14 13F Harwood Advisory Group, LLC 83 −89,99 6 −89,36
2025-08-14 13F Wetherby Asset Management Inc 59 010 −8,76 3 967 6,84
2025-07-16 13F Plancorp, LLC 20 780 29,03 1 397 43,03
2025-08-04 13F Bristlecone Advisors, LLC 5 707 0,58 384 11,34
2025-08-12 13F Proequities, Inc. 0 0
2025-08-11 13F HighTower Advisors, LLC 3 745 687 46,31 251 785 62,13
2025-07-09 13F Chesley Taft & Associates LLC 243 654 2,86 16 378 13,98
2025-08-12 13F Osborne Partners Capital Management, Llc 1 926 907 −7,23 129 527 2,80
2025-07-31 13F AlTi Global, Inc. 91 928 −10,01 6 179 −0,27
2025-08-11 13F Novak & Powell Financial Services, Inc. 15 942 9,73 1 072 21,57
2025-07-15 13F Compagnie Lombard Odier SCmA 0 −100,00 0 −100,00
2025-08-14 13F Murphy & Mullick Capital Management Corp 998 918,37 66 1 220,00
2025-07-10 13F Atticus Wealth Management, Llc 317 21,92 21 40,00
2025-08-12 13F Wood Tarver Financial Group, LLC 143 0,00 0 −100,00
2025-08-12 13F Coston, McIsaac & Partners 193 910 3,38 13 18,18
2025-08-04 13F Assetmark, Inc 820 634 1,45 55 163 12,42
2025-07-23 13F Bluestem Financial Advisors, Llc 414 126 −2,13 27 838 8,45
2025-07-21 13F Single Point Partners, LLC 7 418 −1,40 0
2025-08-14 13F Mpwm Advisory Solutions, Llc 652 0,00 44 10,26
2025-08-13 13F 1492 Capital Management LLC 19 212 −1,07 1 291 9,69
2025-08-12 13F Coldstream Capital Management Inc 225 773 −2,43 15 176 8,12
2025-07-15 13F Beacon Investment Advisory Services, Inc. 37 394 −1,17 2 514 9,50
2025-07-23 13F Nbt Bank N A /ny 7 472 −43,03 502 −36,86
2025-04-28 13F Redmont Wealth Advisors Llc 40 2
2025-04-01 13F Modus Advisors, LLC 0 −100,00 0 −100,00
2025-08-14 13F Bbr Partners, Llc 84 045 −1,02 5 650 9,69
2025-08-14 13F Guardian Wealth Management, Inc. 0 −100,00 0
2025-08-14 13F DRW Securities, LLC 77 809 5 230
2025-07-23 13F Roundview Capital LLC 43 225 55,24 2 906 72,00
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-07-21 13F HighMark Wealth Management LLC 475 0,64 32 10,71
2025-08-14 13F Warren Averett Asset Management, LLC 762 109 2,66 51 229 13,76
2025-04-02 13F Marcum Wealth, LLC 28 795 −0,35 1 747 5,31
2025-07-15 13F Retirement Income Solutions, Inc 13 433 903
2025-08-14 13F Aqr Capital Management Llc 69 175 90,88 4 650 111,51
2025-07-10 13F High Net Worth Advisory Group LLC 5 300 0,00 356 10,90
2025-08-01 13F Fort Vancouver Investment Management, LLC 3 118 −1,61 210 8,85
2025-08-06 13F Nicholas Hoffman & Company, LLC. 754 621 0,40 50 726 11,26
2025-07-22 13F Compass Financial Group, INC/SD 7 700 −7,31 518 2,78
2025-09-17 NP NOVIX - Global Secured Options Portfolio 40 000 0,00 2 664 6,86
2025-08-14 13F Snowden Capital Advisors LLC 36 333 0,00 2 442 10,85
2025-08-12 13F Bedel Financial Consulting, Inc. 6 296 0,16 423 6,02
2025-08-07 13F New England Private Wealth Advisors LLC 23 134 0,16 1 554 10,92
2025-08-08 13F Fusion Capital, LLC 4 133 0,05 278 10,80
2025-04-17 13F Montecito Bank & Trust 25 366 0,00 1 539 5,63
2025-07-31 13F Hartford Financial Management Inc. 355 0,00 24 9,52
2025-08-14 13F Bank Of America Corp /de/ 20 191 112 1,18 1 357 247 12,12
2025-07-16 13F Eagle Global Advisors Llc 3 975 0,00 267 10,79
2025-08-08 13F Westwood Holdings Group Inc 0 −100,00 0
2025-08-04 13F Mayflower Financial Advisors, LLC 44 714 0,24 3 006 11,09
2025-07-14 13F Sentinel Pension Advisors Inc 3 166 213
2025-08-13 13F Cary Street Partners Financial Llc 105 677 −0,41 7 104 10,36
2025-08-14 13F Great Valley Advisor Group, Inc. 36 230 1,17 2 435 12,11
2025-08-18 13F/A Kestra Investment Management, LLC 2 349 882 9,70 157 959 21,56
2025-08-08 13F Good Life Advisors, LLC 4 236 −11,40 285 −2,07
2025-08-07 13F Tacita Capital Inc 3 365 0,00 226 10,78
2025-07-03 13F McLean Asset Management Corp 5 730 386
2025-07-15 13F Smith & Howard Wealth Management, LLC 15 539 −4,84 1 045 5,45
2025-07-22 13F DT Investment Partners, LLC 602 218 −3,49 40 481 6,94
2025-08-18 13F/A National Bank Of Canada /fi/ 580 120 65,05 38 995 82,89
2025-07-22 13F Valpey Financial Services, LLC 77 935 5 239
2025-05-01 13F Cardinal Strategic Wealth Guidance 0 −100,00 0
2025-08-14 13F LaSalle St. Investment Advisors, LLC 0 −100,00 0
2025-07-16 13F RWM Asset Management, LLC 15 299 0,00 1 028 10,78
2025-08-05 13F Bridgewater Advisors Inc. 8 253 0,65 558 9,20
2025-08-13 13F Boston Family Office Llc 29 285 −0,63 2 0,00
2025-08-07 13F Hughes Financial Services, LLC 101 537 −5,74 6 882 5,02
2025-08-15 13F Tower Research Capital LLC (TRC) 194 13
2025-08-13 13F Thornburg Investment Management Inc 3 676 7,86 247 −88,05
2025-08-14 13F Graney & King, LLC 601 40
2025-07-25 13F Alta Advisers Ltd 68 328 −2,63 4 593 7,92
2025-08-12 13F Personal Cfo Solutions, Llc 10 895 −20,77 732 −12,23
2025-07-24 13F Coordinated Financial Services, Inc. 3 524 −7,82 237 7,76
2025-07-16 13F TCI Wealth Advisors, Inc. 10 137 0,00 681 10,91
2025-07-28 13F Courier Capital Llc 3 000 202
2025-07-29 13F LMG Wealth Partners, LLC 6 452 0,00 434 10,74
2025-08-08 13F Grandfield & Dodd, Llc 31 282 0,22 2 103 11,04
2025-07-25 13F Lodestar Private Asset Management Llc 113 432 −0,27 7 625 10,51
2025-07-30 13F Financial Perspectives, Inc 1 230 49,27 83 67,35
2025-08-12 13F Triune Financial Partners, LLC 209 735 −1,18 14 098 9,51
2025-08-13 13F SCS Capital Management LLC 181 485 −0,17 12 199 10,63
2025-08-13 13F Baird Financial Group, Inc. 2 901 214 8,16 195 020 19,85
2025-08-07 13F CENTRAL TRUST Co 27 161 26,07 1 826 39,74
2025-07-08 13F Goldstone Financial Group, LLC 102 022 108,20 6 894 131,93
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0
2025-08-05 13F Industrial Alliance Investment Management Inc. 95 873 0,00 6 20,00
2025-07-18 13F Benchmark Wealth Management, LLC 135 384 −0,18 9 101 10,61
2025-07-30 13F Crewe Advisors LLC 936 1 027,71 63 1 140,00
2025-08-07 13F Atala Financial Inc 0 −100,00 0
2025-04-23 13F PMV Capital Advisers, LLC 0 −100,00 0
2025-07-28 13F WealthPlan Investment Management, LLC 4 853 −1,10 326 9,76
2025-05-13 13F Elm Partners Management LLC 0 −100,00 0
2025-08-13 13F Cerity Partners LLC 2 571 824 2,37 172 878 13,44
2025-07-15 13F Aspire Capital Advisors LLC 6 910 33,47 464 47,77
2025-08-12 13F Jpmorgan Chase & Co 1 198 975 13,66 80 595 25,96
2025-07-15 13F Define Financial, Llc 271 174 −0,73 18 228 13,88
2025-07-30 13F TFB Advisors LLC 4 805 20,88 323 33,61
2025-07-10 13F Charter Oak Capital Management, LLC 547 596 −6,18 36 809 3,97
2025-07-28 13F Rik Saylor Financial, Inc. 14 480 0,05 973 10,95
2025-08-13 13F Johnson Financial Group, Inc. 17 420 5,77 1 171 17,12
2025-08-14 13F NorthLanding Financial Partners, LLC 6 520 0,00 438 10,89
2025-07-09 13F GSG Advisors LLC 10 186 0,61 685 16,33
2025-07-10 13F YHB Investment Advisors, Inc. 8 108 −0,02 545 11,00
2025-08-13 13F Vance Wealth, Inc. 5 981 −6,18 402 4,15
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 5 124 −13,50 344 −4,18
2025-08-07 13F Gryphon Financial Partners LLC 3 849 0,00 259 10,73
2025-08-12 13F OneAscent Financial Services LLC 17 857 −49,19 1 −50,00
2025-08-01 13F Integral Investment Advisors, Inc. 3 000 202
2025-08-08 13F IMA Wealth, Inc. 91 842 −2,41 6 156 8,11
2025-07-23 13F Slow Capital, Inc. 15 314 −7,54 1 029 2,49
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 9 570 0,00 643 10,10
2025-07-31 13F Glass Jacobson Investment Advisors llc 1 273 4,69 86 23,19
2025-08-12 13F Gladstone Institutional Advisory LLC 5 201 −2,20 350 8,39
2025-08-08 13F EagleClaw Capital Managment, LLC 8 700 0,00 585 10,82
2025-08-14 13F Beaird Harris Wealth Management, LLC 138 458 −1,76 9 307 8,87
2025-08-14 13F Pine Harbor Wealth Management, LLC 5 701 0,69 383 11,66
2025-08-13 13F Standpoint Asset Management, LLC 634 500 −15,84 42 651 −6,74
2025-07-24 13F Ronald Blue Trust, Inc. 2 220 0,00 149 11,19
2025-08-07 13F Roberts Glore & Co Inc /il/ 9 332 −1,06 627 9,62
2025-08-05 13F Texas Bank & Trust Co 20 064 −3,11 1 349 7,32
2025-07-30 13F Clifford Swan Investment Counsel Llc 7 775 0,00 523 10,83
2025-08-08 13F Capital Investment Advisory Services, LLC 26 179 −84,00 1 760 −82,28
2025-08-04 13F Hantz Financial Services, Inc. 259 0,00 0
2025-07-31 13F GLOBALT Investments LLC / GA 20 610 0,00 1 385 10,80
2025-08-08 13F Cetera Investment Advisers 1 128 197 3,29 75 837 14,46
2025-08-13 13F Idaho Trust Bank 117 683 4,76 7 911 16,10
2025-07-25 13F Wealth Architects, LLC 14 303 −5,30 961 4,91
2025-07-30 13F Capital Wealth Alliance, LLC 16 653 −1,15 1 119 9,60
2025-05-15 13F Destination Wealth Management 0 −100,00 0
2025-08-14 13F Voya Financial Advisors, Inc. 1 382 348 −9,49 92 728 −0,50
2025-08-08 13F Meridian Wealth Management, LLC 42 551 1,30 2 860 12,24
2025-07-22 13F Relyea Zuckerberg Hanson LLC 20 308 −4,68 1 365 5,65
2025-08-14 13F Millennium Management Llc 0 −100,00 0
2025-08-14 13F Barometer Capital Management Inc. 5 800 390
2025-07-08 13F Webster Bank, N. A. 37 629 6,65 2 529 18,18
2025-08-07 13F Tfo-tdc, Llc 3 847 259
2025-08-14 13F Comerica Bank 194 333 −2,87 13 063 7,64
2025-05-14 13F Zacks Investment Management 0 −100,00 0 −100,00
2025-08-08 13F Hartland & Co., LLC 119 563 −0,23 8 037 10,57
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 170 926 5,13 11 490 16,50
2025-07-17 13F Gleason Group, Inc. 7 992 0,73 537 11,64
2025-07-23 13F Valmark Advisers, Inc. 647 907 1,32 43 552 12,28
2025-07-24 13F MFA Wealth Services 4 369 0,05 294 10,98
2025-07-23 13F Litman Gregory Asset Management LLC 27 784 −2,34 1 868 8,23
2025-08-14 13F SWAN Capital LLC 5 212 0,00 350 10,76
2025-08-05 13F Simplex Trading, Llc 0 −100,00 0
2025-07-09 13F LifePlan Financial, LLC 8 493 0,01 571 10,68
2025-07-21 13F/A Abacus Planning Group, Inc. 31 109 −0,48 2 091 10,28
2025-07-08 13F Lpwm Llc 3 300 0,00 222 10,50
2025-07-29 13F Gladwyn Financial Advisors, Inc. 71 911 4 834
2025-08-12 13F Jacobi Capital Management LLC 6 912 −1,90 465 8,67
2025-08-06 13F Quadrant Private Wealth Management, LLC 9 948 669
2025-07-25 13F Hobbs Group Advisors, LLC 3 272 220
2025-07-18 13F Truist Financial Corp 2 411 756 −0,82 162 118 9,90
2025-07-21 13F Tanglewood Wealth Management, Inc. 0 −100,00 0
2025-07-31 13F Intelligent Financial Strategies 2 199 14,59 148 26,72
2025-07-22 13F Noble Family Wealth, LLC 13 345 17,50 897 30,38
2025-07-29 13F Parthenon Llc 18 403 −3,16 1 237 7,38
2025-07-29 13F Regions Financial Corp 22 135 38,85 1 488 53,77
2025-07-29 13F Northern Capital Management, Inc. 7 148 0,00 480 10,85
2025-08-04 13F Quaker Wealth Management, LLC 2 566 172
2025-07-17 13F Financial Partners Group, LLC 6 260 0,00 421 10,82
2025-08-13 13F GeoWealth Management, LLC 10 147 0,45 682 11,44
2025-08-12 13F Manchester Capital Management LLC 28 436 −79,16 1 911 −76,91
2025-08-12 13F Hanover Advisors Inc 4 882 −13,38 328 −3,81
2025-07-10 13F HF Advisory Group, LLC 3 496 −7,71 235 2,62
2025-07-25 13F PrairieView Partners, LLC 8 784 14,09 1
2025-07-07 13F Bangor Savings Bank 1 045 0,00 70 11,11
2025-07-16 13F Brave Asset Management Inc 99 808 −28,19 6 719 −20,30
2025-07-17 13F Sound Income Strategies, LLC 1 358 781,82 91 911,11
2025-05-13 13F Cambiar Investors Llc 0 −100,00 0
2025-04-16 13F Crowley Wealth Management, Inc. 0 −100,00 0
2025-07-17 13F Chicago Capital, LLC 0 −100,00 0
2025-08-15 13F Scissortail Wealth Management, LLC 213 960 1,57 14 382 12,56
2025-07-11 13F Bridge Creek Capital Management LLC 3 800 255
2025-07-28 13F JGP Wealth Management, LLC 8 806 2,74 592 13,87
2025-07-29 13F Chicago Partners Investment Group LLC 18 060 0,53 1 249 9,96
2025-08-13 13F Luminist Capital LLC 779 0,00 52 10,64
2025-08-13 13F Summit Wealth Group Llc / Co 18 993 1 277
2025-07-25 13F Parker Financial LLC 9 748 −12,95 655 −3,53
2025-07-10 13F Myriad Asset Management US LP 289 084 −84,02 19 432 −82,29
2025-07-23 13F Mullooly Asset Management, Inc. 414 007 1,30 27 830 12,26
2025-05-15 13F Aristotle Capital Management, LLC 0 −100,00 0 −100,00
2025-08-14 13F Sunbelt Securities, Inc. 89 0,00 5 0,00
2025-08-12 13F Up Strategic Wealth Investment Advisors Llc 14 858 0,00 999 10,77
2025-07-15 13F Kwmg, Llc 9 460 −9,45 636 0,32
2025-07-31 13F Burke & Herbert Bank & Trust Co 37 790 −3,23 2 540 7,26
2025-08-01 13F Anson Capital, Inc. 8 910 −6,52 599 3,46
2025-08-08 13F Mjp Associates Inc /adv 4 310 0,14 290 10,73
2025-08-11 13F Heritage Wealth Advisors 1 589 −7,78 107 1,92
2025-07-07 13F Wilson & Boucher Capital Management, LLC 62 783 6,26 4 220 17,78
2025-08-05 13F Centennial Bank/AR/ 60 755 62,99 4 084 80,58
2025-08-15 13F Howland Capital Management Llc 1 978 324 0,41 132 983 11,27
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 404 359 −0,93 27 181 9,79
2025-07-11 13F Skyline Advisors, Inc. 13 140 12,27 883 24,54
2025-08-12 13F Franklin Resources Inc 80 094 −11,69 5 384 −2,15
2025-08-13 13F JT Stratford LLC 3 890 261
2025-05-02 13F BluePointe Capital Management, LLC 25 981 81,56 1 576 91,96
2025-05-16 13F Coordinated Financial Services, Inc./CO 3 723 −2,56 226 0,45
2025-07-16 13F Dakota Wealth Management 169 155 −17,45 11 371 −8,53
2025-08-06 13F Legacy Wealth Managment, LLC/ID 125 0,00 8 14,29
2025-08-08 13F Mv Capital Management, Inc. 1 948 0,00 131 10,17
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 513 836 −0,23 35 9,68
2025-08-14 13F Connecticut Wealth Management, LLC 22 120 −5,82 1 487 4,35
2025-07-15 13F Harrell Investment Partners, Llc 12 706 −8,05 854 1,91
2025-07-23 13F First Merchants Corp 4 189 5,70 282 17,08
2025-08-04 13F Heritage Investors Management Corp 160 895 −2,83 11 0,00
2025-08-08 13F Gts Securities Llc 12 693 853
2025-07-08 13F Lowe Wealth Advisors, LLC 712 0,00 48 9,30
2025-07-15 13F Retireful, LLC 20 958 1 409
2025-07-16 13F PFS Partners, LLC 449 0,90 30 11,11
2025-08-18 13F Tactive Advisors, LLC 6 256 421
2025-08-14 13F London & Capital Asset Management Ltd 18 956 5,10 1 274 16,45
2025-07-25 13F Stephens Consulting, LLC 372 0,00 25 13,64
2025-07-29 13F Angeles Wealth Management, Llc 6 777 0,00 456 10,71
2025-08-11 13F Madison Asset Management, LLC 375 448 80,31 25 238 99,82
2025-07-28 13F Ckw Financial Group 186 026 −2,81 13 9,09
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 2 200 0,00 148 10,53
2025-07-28 13F Ritholtz Wealth Management 61 641 0,59 4 143 11,46
2025-08-11 13F Copperleaf Capital, LLC 16 205 −0,83 1 089 9,89
2025-08-12 13F BWM Planning, LLC 15 519 320,57 1 043 367,71
2025-08-14 13F Integrated Wealth Concepts LLC 52 246 −7,28 3 512 2,75
2025-08-13 13F Meridian Wealth Partners, LLC 35 954 −4,03 2 417 6,34
2025-08-05 13F American Capital Advisory, LLC 24 527 −1,72 1 649 8,92
2025-08-07 13F Factory Mutual Insurance Co 12 000 0,00 807 10,87
2025-07-29 13F Northeast Investment Management 64 165 3,24 4 313 14,40
2025-07-23 13F WestEnd Advisors, LLC 3 977 486 −1,70 267 367 8,93
2025-08-08 13F Firestone Capital Management 248 306 3,13 16 691 14,29
2025-08-13 13F Townsquare Capital Llc 7 430 −35,78 499 −28,82
2025-08-11 13F Cannon Advisors, Inc. 21 410 −39,35 1 439 −32,79
2025-08-12 13F Aspiring Ventures, LLC 3 100 208
2025-08-14 13F Visionary Wealth Advisors 24 515 0,80 1 648 11,66
2025-07-31 13F City State Bank 18 921 2,38 1 272 13,38
2025-08-14 13F Raymond James Financial Inc 6 092 301 2,19 409 524 13,25
2025-08-13 13F Natixis Advisors, L.p. 268 261 6,22 18 20,00
2025-08-06 13F True Wealth Design, LLC 38 3
2025-07-15 13F Bfsg, Llc 593 0,00 40 11,43
2025-08-14 13F Hancock Whitney Corp 28 384 1 908
2025-08-13 13F Cary Street Partner Investment Advisory Llc 106 −87,31 7 −86,00
2025-08-15 13F Pine Ridge Advisers LLC 55 242 −2,78 3 713 7,75
2025-08-11 13F Lowe Brockenbrough & Co Inc 35 770 0,00 2 404 10,83
2025-07-17 13F Clean Yield Group 0 0
2025-08-12 13F Cynosure Management, Llc 3 472 −75,63 233 −73,03
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 443 356 6,35 29 802 17,85
2025-07-07 13F Peterson Wealth Advisors, LLC 4 855 0,71 326 23,95
2025-08-08 13F Beacon Harbor Wealth Advisors, Inc. 4 328 0,00 291 10,69
2025-08-11 13F Wealthspire Advisors, LLC 2 079 868 0,89 139 809 11,80
2025-07-17 13F Camelot Portfolios, LLC 46 453 −0,32 3 123 10,47
2025-07-29 13F Private Wealth Management Group, LLC 805 0,00 54 12,50
2025-07-22 13F Checchi Capital Advisers, LLC 3 657 −0,62 246 9,87
2025-07-30 13F CORDA Investment Management, LLC. 30 153 0,73 2 027 11,63
2025-07-21 13F Ashton Thomas Securities, Llc 9 620 −1,44 647 9,12
2025-07-24 13F Lokken Investment Group LLC 23 596 54,16 1 586 70,91
2025-07-30 13F Wbh Advisory Inc 113 912 7,19 7 657 18,79
2025-07-18 13F Centricity Wealth Management, LLC 6 560 17,25 441 29,79
2025-07-23 13F Opulen Financial Group LLC 9 576 −1,79 644 8,80
2025-08-05 13F Freestone Capital Holdings, LLC 102 709 −0,47 6 904 10,31
2025-08-14 13F Wharton Business Group, LLC 893 094 −0,01 60 11,11
2025-07-16 13F Newton One Investments LLC 375 757 −1,69 25 258 8,94
2025-07-30 13F Sentry LLC 10 870 0,00 731 10,77
2025-08-15 13F United Services Automobile Association 1 171 715 −1,41 78 763 9,25
2025-08-14 13F Nfj Investment Group, Llc 0 −100,00 0
2025-08-14 13F Peapack Gladstone Financial Corp 67 856 9,39 5 33,33
2025-08-13 13F Cresset Asset Management, LLC 4 029 377 0,86 270 855 11,76
2025-08-14 13F Betterment LLC 33 684 −11,71 2 0,00
2025-08-14 13F Talisman Wealth Advisors LLC 3 231 −10,50 217 −0,46
2025-08-12 13F CIBC Private Wealth Group, LLC 97 739 −2,49 6 570 20,97
2025-07-31 13F Optimum Investment Advisors 2 633 0,00 177 10,69
2025-08-04 13F Carret Asset Management, Llc 41 831 0,67 2 812 11,55
2025-07-17 13F Alpine Bank Wealth Management 56 702 −1,17 3 812 9,51
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 22 146 −0,28 1 489 10,47
2025-08-05 13F Key FInancial Inc 629 0,00 42 10,53
2025-08-14 13F Oxford Financial Group Ltd 14 020 −38,49 942 −31,84
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 3 105 −93,26 209 −92,56
2025-08-07 13F Allworth Financial LP 297 998 4,42 20 031 13,62
2025-08-15 13F North Ridge Wealth Advisors, Inc. 900 0,00 60 11,11
2025-07-09 13F Procyon Private Wealth Partners, LLC 14 657 3,88 985 15,20
2025-07-29 13F Lyell Wealth Management, Lp 19 570 1 315
2025-08-13 13F IAG Wealth Partners, LLC 61 0,00 4 33,33
2025-07-23 13F Quarry Hill Advisors, Llc 3 686 −0,67 248 9,78
2025-07-23 13F Bear Mountain Capital, Inc. 1 240 0,00 83 7,79
2025-07-18 13F Parsons Capital Management Inc/ri 49 959 −0,31 3 358 10,50
2025-07-29 13F Harbor Asset Planning, Inc. 626 42
2025-07-09 13F Radnor Capital Management, LLC 3 611 9,56 0
2025-07-25 13F Johnson Investment Counsel Inc 2 310 042 5,91 155 281 17,37
2025-08-13 13F GM Advisory Group, Inc. 3 186 214
2025-07-09 13F Sandy Cove Advisors, LLC 6 362 0,22 428 10,91
2025-08-07 13F McClarren Financial Advisors, Inc. 12 263 23,11 824
2025-08-04 13F Grant Street Asset Management, Inc. 5 562 10,05 374 21,90
2025-08-13 13F River Wealth Advisors LLC 244 830 −1,76 16 457 8,86
2025-08-14 13F Capitolis Liquid Global Markets LLC 1 089 100 116,48 73 209 139,89
2025-08-14 13F Citadel Advisors Llc Call 8 200 645,45 551 734,85
2025-08-13 13F F/M Investments LLC 132 907 7,41 8 934 19,04
2025-08-14 13F Citadel Advisors Llc 19 368 54,98 1 302 71,64
2025-07-10 13F Wedmont Private Capital 91 446 9,59 6 170 26,18
2025-07-08 13F/A Salem Investment Counselors Inc 268 −88,18 18 −86,86
2025-08-01 13F Austin Private Wealth, LLC 7 465 0,00 502 10,84
2025-07-08 13F Charis Legacy Partners, LLC 31 559 1,23 2 121 12,16
2025-07-11 13F Kingstone Capital Partners Texas, LLC 12 012 1
2025-04-15 13F Accurate Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-01 13F American Financial & Tax Strategies Inc 4 530 0,04 305 10,95
2025-08-12 13F Sierra Summit Advisors Llc 9 414 1,75 633 12,66
2025-07-07 13F Discipline Wealth Solutions, LLC 3 028 204
2025-08-13 13F Smith, Moore & Co. 6 476 −1,63 435 9,02
2025-08-13 13F Northern Trust Corp 16 204 640 3,01 1 089 276 14,15
2025-07-25 13F Mitchell Sinkler & Starr/pa 7 294 37,78 490 52,65
2025-08-14 13F Atomi Financial Group, Inc. 8 318 −4,30 559 6,07
2025-07-29 13F Stratos Wealth Advisors, LLC 189 046 2 517,28 12 708 2 801,14
2025-08-04 13F Roble, Belko & Company, Inc 422 097 0,84 28 12,00
2025-08-14 13F Mariner, LLC 271 990 23,23 18 283 36,56
2025-05-06 13F Journey Strategic Wealth Llc 0 −100,00 0
2025-08-05 13F Tsfg, Llc 478 0,00 0
2025-08-08 13F Accredited Investors Inc. 154 016 −3,64 10 353 6,78
2025-08-08 13F Larson Financial Group LLC 3 671 −2,29 247 8,37
2025-08-20 13F/A Coppell Advisory Solutions LLC 12 613 −58,76 846 −55,66
2025-07-17 13F HB Wealth Management, LLC 943 219 −3,14 63 403 7,33
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3 259 1 690,66 219 1 890,91
2025-08-11 13F VSM Wealth Advisory, LLC 155 019 −0,30 10 420 10,49
2025-08-08 13F Bailard, Inc. 512 822 −1,06 34 472 9,64
2025-07-15 13F Kentucky Trust Co 630 0,00 42 10,53
2025-08-05 13F Gilbert & Cook, Inc. 5 478 −22,26 368 −13,82
2025-07-11 13F Pinnacle Bancorp, Inc. 3 110 0,00 209 11,17
2025-08-14 13F Euclidean Capital LLC 2 142 684 7,57 144 031 19,20
2025-07-31 13F FSM Wealth Advisors, LLC 4 344 0,16 290 9,89
2025-08-12 13F TCTC Holdings, LLC 3 506 0,00 236 10,85
2025-08-13 13F Balanced Wealth Group Llc 134 559 −1,15 8 962 8,54
2025-07-09 13F Fermata Advisors, LLC 15 324 19,13 1 030 32,05
2025-07-11 13F Financial Advisory Corp 43 624 −4,12 2 932 6,27
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 3 358 22,55 226 35,54
2025-07-18 13F USA Financial Portformulas Corp 2 262 −36,90 152 −29,95
2025-08-12 13F/A Cozad Asset Management Inc 22 725 7,60 1 528 19,20
2025-08-01 13F Logan Capital Management Inc 0 −100,00 0
2025-08-14 13F Fiduciary Trust Co 66 503 −0,09 4 470 10,73
2025-07-15 13F Fortitude Family Office, LLC 0 −100,00 0
2025-07-30 13F White Lighthouse Investment Management Inc. 22 434 5,45 1 508 16,90
2025-05-13 13F Sei Investments Co 0 −100,00 0
2025-07-25 13F Clarendon Private LLC 9 380 0,00 631 10,92
2025-07-24 13F PDS Planning, Inc 107 862 −3,26 7 250 7,20
2025-08-13 13F MONECO Advisors, LLC 6 180 −5,27 415 5,06
2025-04-08 13F Presidio Capital Management, LLC 0 −100,00 0
2025-07-08 13F Nbc Securities, Inc. 4 008 2,80 0
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 18 690 0,00 1 256 10,86
2025-07-08 13F Baker Ellis Asset Management LLC 35 126 0,00 2 361 10,85
2025-07-17 13F Janney Montgomery Scott LLC 4 193 154 4,00 282 15,16
2025-07-15 13F Kagan Cocozza Asset Management 12 739 −1,83 856 8,77
2025-08-06 13F Columbia River Financial Group, LLC 106 604 −15,28 7 0,00
2025-08-14 13F Jane Street Group, Llc 197 413 13 270
2025-07-29 13F Semitam Bonam Llc 22 033 1 481
2025-08-07 13F Sound View Wealth Advisors Group, LLC 14 051 3,58 945 14,84
2025-08-05 13F KDT Advisors, LLC 8 059 0,00 542 10,86
2025-08-04 13F Balentine LLC 112 027 0,00 7 530 10,82
2025-08-07 13F Flagship Wealth Advisors, Llc 0 −100,00 0
2025-07-14 13F Acropolis Investment Management, LLC 4 485 0,47 301 11,48
2025-08-01 13F Zhang Financial LLC 13 034 2,93 876 14,06
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 3 626 0,00 244 10,96
2025-07-07 13F Versant Capital Management, Inc 1 345 0,00 90 11,11
2025-08-12 13F Howe & Rusling Inc 44 131 7,20 2 966 18,78
2025-07-07 13F Horizons Wealth Management 1 014 0,00 68 11,48
2025-08-07 13F Guidance Capital, Inc 4 538 −14,15 301 −10,15
2025-07-22 13F Belpointe Asset Management LLC 63 092 159,13 4 241 187,33
2025-07-24 13F Capital Advisors, Ltd. LLC 21 571 −10,53 1 0,00
2025-08-15 13F Northeast Financial Consultants Inc 49 044 0,00 3 297 10,83
2025-07-18 13F BSW Wealth Partners 3 104 209
2025-07-25 13F Midwest Capital Advisors, LLC 69 5
2025-07-14 13F Abound Wealth Management 779 0,52 52 13,04
2025-07-15 13F BCS Wealth Management 4 187 0,00 0
2025-08-06 13F Legacy Investment Solutions, LLC 125 0,00 8 14,29
2025-08-13 13F Hsbc Holdings Plc 76 886 −6,89 5 168 3,17
2025-07-17 13F Oakworth Capital, Inc. 0 −100,00 0
2025-07-30 13F First Interstate Bank 5 000 6,38 336 17,89
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 10 878 0,01 660
2025-07-07 13F OMNI 360 Wealth, Inc. 10 760 −2,47 723 8,07
2025-08-12 13F XTX Topco Ltd 6 097 410
2025-08-12 13F Retirement Planning Co of New England, Inc. 3 983 −3,61 268 6,80
2025-08-14 13F Spears Abacus Advisors LLC 11 397 5,07 766 16,59
2025-07-17 13F Investment Research & Advisory Group, Inc. 9 284 −0,77 624 10,05
2025-07-28 13F Arlington Financial Advisors, LLC 4 974 −9,23 334 0,60
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 299 573 −4,59 20 137 5,73
2025-08-06 13F Adviser Investments LLC 58 948 −0,90 3 962 9,81
2025-08-13 13F Holos Integrated Wealth LLC 101 0,00 7 0,00
2025-08-04 13F UNIVEST FINANCIAL Corp 10 523 0,00 707 10,82
2025-07-15 13F Farrell Financial LLC 12 073 1,84 811 12,80
2025-08-04 13F JDM Financial Group LLC 641 0,63 43 13,16
2025-04-25 13F Smallwood Wealth Investment Management, LLC 8 508 −1,64 516 4,03
2025-07-25 13F Sequoia Financial Advisors, LLC 102 647 −1,42 6 900 9,23
2025-08-06 13F Golden State Wealth Management, LLC 4 491 0,07 302 10,66
2025-07-17 13F Venture Visionary Partners LLC 20 564 −1,90 1 382 8,73
2025-08-12 13F Deutsche Bank Ag\ 0 −100,00 0
2025-08-11 13F Rothschild Investment Llc 3 175 0,00 213 10,94
2025-08-12 13F Strategic Advisors LLC 5 873 395
2025-07-10 13F Hurlow Wealth Management Group, Inc. 3 826 0,00 257 10,78
2025-08-13 13F Valued Retirements, Inc. 9 719 0,00 653 10,87
2025-07-28 13F Rosenberg Matthew Hamilton 685 −75,32 46 −72,62
2025-08-05 13F Mission Wealth Management, Lp 35 196 −3,35 2 366 7,11
2025-07-11 13F Seacrest Wealth Management, Llc 8 585 2,52 577 13,81
2025-07-03 13F Collective Family Office Llc 9 215 1,38 619 12,34
2025-07-17 13F Symmetry Partners, LLC 4 216 −42,97 283 −36,83
2025-08-13 13F Gateway Wealth Partners, LLC 13 204 −63,92 888 −60,03
2025-07-23 13F Ti-trust, Inc 118 291 0,62 7 952 11,50
2025-08-01 13F Gwn Securities Inc. 17 888 39,29 1 203 52,09
2025-08-11 13F One Capital Management, LLC 84 229 8,22 5 662 19,91
2025-07-23 13F Morton Capital Management LLC/CA 3 043 205
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class 3 285 744 6,66 220 868 18,19
2025-05-15 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-08-04 13F Murphy Pohlad Asset Management LLC 7 341 0,00 493 10,79
2025-08-12 13F J.w. Cole Advisors, Inc. 47 969 87,89 3 224 108,27
2025-08-14 13F Ancora Advisors, LLC 8 528 −21,49 573 −12,92
2025-07-15 13F Oak Wealth Advisors LLC 15 203 0,00 1 022 10,74
2025-07-31 13F Sentinel Trust Co Lba 490 375 −2,76 33 6,67
2025-07-25 13F Apollon Wealth Management, LLC 59 726 −8,61 4 015 1,26
2025-08-14 13F TrueWealth Financial Partners 167 849 −22,17 11 283 −13,76
2025-07-23 13F HTG Investment Advisors, Inc. 6 153 0,00 414 10,72
2025-08-29 13F Centaurus Financial, Inc. 1 576 0
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 199 429 −0,44 13 406 10,33
2025-08-08 13F Petix & Botte Co 6 142 1,96 413 12,88
2025-08-07 13F Grange Capital, LLC 93 327 1 915,70 6 273 2 140,36
2025-08-12 13F/A Brightwater Advisory LLC 4 612 −1,71 310 9,15
2025-08-13 13F Trustmark National Bank Trust Department 19 818 3,76 1 332 15,03
2025-07-23 13F Element Wealth, LLC 3 015 203
2025-07-23 13F Values Added Financial LLC 52 546 0,00 3 532 10,83
2025-08-08 13F Glaxis Capital Management, LLC 4 476 0,56 602 16,93
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 52 759 87,21 3 441 103,85
2025-07-25 13F LRI Investments, LLC 467 099 6,07 31 398 17,54
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 96 647 16,20 6 497 28,76
2025-07-08 13F Moulton Wealth Management, Inc 39 783 2 688
2025-08-07 13F Donaldson Capital Management, Llc 3 100 208
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 15 162 0,00 1 019 10,88
2025-08-13 13F Brown Advisory Inc 1 593 877 −1,17 107 140 9,52
2025-07-16 13F Traveka Wealth, LLC 13 306 −0,47 894 10,37
2025-08-15 13F Orcam Financial Group 19 578 3,26 1 316 14,43
2025-08-04 13F IFG Advisory, LLC 11 695 −0,58 786 10,24
2025-08-11 13F Mosaic Family Wealth Partners, Llc 3 978 0,00 267 10,79
2025-05-05 13F Wealth Alliance 0 −100,00 0
2025-07-14 13F Gries Financial Llc 3 240 218
2025-07-28 13F Duncker Streett & Co Inc 6 726 0,42 452 11,33
2025-07-29 13F TFC Financial Management 2 396 161
2025-08-06 13F SOUTH STATE Corp 238 994 −1,33 16 065 9,35
2025-07-23 13F Joel Isaacson & Co., LLC 165 155 4,17 11 102 15,43
2025-08-19 13F Anchor Investment Management, LLC 20 149 2,22 1 354 13,31
2025-08-12 13F BlackRock, Inc. 4 769 216,46 321 251,65
2025-07-14 13F Clear Harbor Asset Management, LLC 292 235 2,15 19 644 13,20
2025-08-07 13F Allen Investment Management LLC 28 293 0,00 1 902 10,78
2025-07-15 13F SJS Investment Consulting Inc. 140 9
2025-08-26 13F/A Thrivent Financial For Lutherans 181 715 12
2025-08-05 13F NewSquare Capital LLC 940 028 6,24 61 652 17,90
2025-08-12 13F Choate Investment Advisors 5 647 1,93 380 12,80
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-07 13F Sollinda Capital Management LLC 18 084 −95,32 1 216 −94,82
2025-05-09 13F Wade Financial Advisory, Inc 98 700 −5,79 5 987 −0,45
2025-07-17 13F Eclectic Associates Inc /adv 15 514 0,00 1 043 10,73
2025-05-14 13F Dixon Mitchell Investment Counsel Inc. 0 −100,00 0
2025-07-16 13F Perigon Wealth Management, LLC 120 364 3,06 8 091 14,20
2025-07-30 13F First Citizens Bank & Trust Co 18 186 −10,46 1 222 −0,81
2025-08-08 13F Citizens Financial Group Inc/ri 343 250 −12,25 23 073 −2,76
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 3 033 204
2025-08-05 13F Sebold Capital Management, Inc. 9 960 0,00 670 10,76
2025-07-15 13F Ballentine Partners, LLC 228 079 3,77 15 331 14,99
2025-07-23 13F Lansing Street Advisors 76 572 17,18 5 147 29,88
2025-08-14 13F EP Wealth Advisors, Inc. 22 887 11,68 1 538 23,73
2025-08-01 13F Unconventional Investor, LLC 31 990 −3,26 2 150 7,23
2025-08-12 13F Argent Trust Co 12 631 0,00 849 10,84
2025-07-17 13F Beacon Capital Management, LLC 690 0,73 46 12,20
2025-07-29 13F Private Trust Co Na 4 142 112,19 278 135,59
2025-07-24 13F 3Chopt Investment Partners, LLC 67 109 1,90 4 511 12,94
2025-08-06 13F Soltis Investment Advisors LLC 8 720 7,46 586 19,11
2025-08-11 13F Aptus Capital Advisors, LLC 5 393 −0,50 363 10,37
2025-08-14 13F Two Sigma Securities, Llc 6 404 430
2025-07-07 13F Upper Left Wealth Management, LLC 61 092 −0,53 4 107 10,23
2025-07-09 13F Westmount Partners, LLC 7 823 0,00 526 10,76
2025-08-14 13F Capital Planning Advisors, LLC 3 440 −33,38 231 −26,20
2025-08-06 13F New Millennium Group LLC 0 −100,00 0
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-08 13F Thrive Capital Management, LLC 3 397 −89,70 228 −85,19
2025-08-13 13F Fisher Asset Management, LLC 9 801 87,83 659 108,23
2025-08-14 13F Laird Norton Trust Company, Llc 916 012 −13,85 61 574 −4,54
2025-07-15 13F Sheets Smith Wealth Management 15 172 0,00 1 020 10,76
2025-08-14 13F/A Barclays Plc 11 135 0,00 1
2025-08-06 13F Stokes Family Office, LLC 55 207 9,96 3 711 21,87
2025-08-14 13F Engineers Gate Manager LP 0 −100,00 0
2025-07-29 13F Aspiriant, Llc 327 792 0,94 22 034 11,86
2025-08-05 13F Blue Barn Wealth, LLC 7 750 0,64 521 11,35
2025-08-12 13F Passive Capital Management, LLC. 7 587 0,00 510 10,87
2025-07-18 13F Swp Financial Llc 38 909 −5,45 2 615 4,77
2025-07-25 13F Cypress Capital Group 3 200 215
2025-08-08 13F Atlantic Trust, LLC 63 −93,91 4 −93,55
2025-07-25 13F Courage Miller Partners, LLC 7 024 −14,04 472 −4,65
2025-07-29 13F Werba Rubin Papier Wealth Management 3 614 2,99 243 14,15
2025-08-13 13F Grove Street Fiduciary, LLC 32 232 −7,09 2 167 2,95
2025-08-14 13F Fmr Llc 226 747 2,30 15 242 13,36
2025-04-11 13F Safeguard Financial, LLC 8 156 −2,39 495 3,13
2025-07-10 13F Ryan Investment Management, Inc. 7 952 535
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 607 0,00 41 11,11
2025-08-14 13F Smartleaf Asset Management LLC 11 614 45,23 779 59,96
2025-07-24 13F Trevian Wealth Management LLC 40 991 −5,42 3 0,00
2025-07-22 13F Vantage Investment Partners, LLC 5 493 0,00 369 10,81
2025-08-04 13F Kovack Advisors, Inc. 9 699 0,04 652 10,71
2025-07-24 13F Us Bancorp \de\ 1 325 936 0,30 89 129 11,15
2025-07-28 13F Elmwood Wealth Management, Inc. 4 858 0,75 327 11,64
2025-07-29 13F Mb, Levis & Associates, Llc 260 575 0,89 17 516 11,80
2025-08-04 13F Partners in Financial Planning 28 996 0,76 1 949 11,69
2025-07-16 13F Signaturefd, Llc 14 001 2,47 941 13,65
2025-07-10 13F Professional Financial Advisors, LLC 31 274 −42,03 2 102 −35,76
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 36 833 −2,52 2 476 8,03
2025-08-14 13F Glen Eagle Advisors, LLC 17 149 29,36 1 153 43,28
2025-07-30 13F Gables Capital Management Inc. 800 0,00 54 10,42
2025-07-16 13F MontVue Capital Management, Inc. 18 554 0,00 1 247 10,84
2025-08-14 13F/A Skopos Labs, Inc. 252 17
2025-08-04 13F Syverson Strege & Co 15 718 0,00 1 057 10,81
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 1 512 102
2025-08-04 13F Continental Investors Services, Inc. 35 600 −6,61 2 393 3,50
2025-07-30 13F Retirement Planning Group 7 528 −1,22 506 9,52
2025-08-15 13F Stonebridge Capital Advisors LLC 358 858 4,12 24 122 15,38
2025-08-08 13F Bouchey Financial Group Ltd 8 228 −0,42 553 10,38
2025-05-15 13F Williams Jones Wealth Management, LLC. 0 −100,00 0
2025-07-23 13F Capital Management Associates, Inc 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 10 119 37,41 680 61,14
2025-07-11 13F Annex Advisory Services, LLC 11 692 16,97 786 29,54
2025-08-07 13F Nwam Llc 34 525 0,28 2 319 11,06
2025-08-11 13F NewEdge Wealth, LLC 74 479 −41,29 5 084 −33,94
2025-07-25 13F Keener Financial Planning LLC 148 0,00 0
2025-08-12 13F Country Trust Bank 30 0,00 2 100,00
2025-07-22 13F Mascoma Wealth Management LLC 839 0,00 56 12,00
2025-07-18 13F Northstar Group, Inc. 47 290 2,09 3 179 13,14
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 52 065 0,29 3 500 11,11
2025-08-05 13F Westside Investment Management, Inc. 803 0,00 54 10,42
2025-05-15 13F Aureus Asset Management, LLC 0 −100,00 0
2025-07-23 13F Somnio Financial Group, LLC 402 732 4,26 27 072 22,07
2025-07-01 13F Harbor Investment Advisory, Llc 20 103 −7,94 1 351 2,04
2025-07-22 13F Davidson Kahn Capital Management, LLC 8 667 0,00 583 10,86
2025-07-18 13F Trilogy Capital Inc. 5 817 24,56 391 38,16
2025-08-14 13F Boston Private Wealth Llc 6 172 415
2025-08-12 13F Accredited Wealth Management, LLC 26 844 −5,20 1 804 5,07
2025-07-22 13F/A Elser Financial Planning, Inc 6 036 4,18 406 15,38
2025-08-12 13F Northeast Planning Associates, Inc. / Nh / 6 685 0,00 449 10,86
2025-08-08 13F Charter Research & Investment Group, Inc. 3 350 0,00 225 10,84
2025-08-11 13F Sierra Capital LLC 9 979 0,66 1
2025-08-13 13F Allegheny Financial Group LTD 15 304 0,72 1 029 11,62
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-07-17 13F MBA Advisors LLC 20 019 0,68 1 346 11,53
2025-08-12 13F Insigneo Advisory Services, Llc 37 696 2,25 2 534 13,28
2025-07-29 13F Carmel Capital Partners, LLC 5 390 362
2025-04-16 13F West Branch Capital LLC 0 −100,00 0
2025-08-14 13F Vivaldi Capital Management, LLC 4 970 −4,51 334 6,03
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 49 901 0,00 3 354 10,84
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7 442 −0,75 500 10,13
2025-08-13 13F Tobias Financial Advisors, Inc. 25 894 0,50 1 741 11,40
2025-08-07 13F Topel & Distasi Wealth Management, LLC 7 046 −6,86 474 3,28
2025-07-17 13F Greenhouse Wealth Management, LLC 20 709 10,51 1 392 22,54
2025-07-16 13F Vision Capital Management, Inc. 5 105 0,00 343 11,00
2025-07-29 13F Axis Capital Holdings Ltd 146 362 0,00 9 838 10,81
2025-08-15 13F Lantern Wealth Advisors, LLC 6 149 12,66 413 31,95
2025-08-12 13F Waddell & Associates, Llc 7 990 0,00 537 10,95
2025-08-08 13F Burling Wealth Partners, Llc 47 716 23,44 3 207 36,82
2025-08-14 13F Stifel Financial Corp 2 995 789 6,39 201 377 17,90
2025-07-29 13F Signature Estate & Investment Advisors Llc 14 882 −7,18 1 000 2,88
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 20 828 3,20 1 400 13,73
2025-07-17 13F/A Capital Investment Advisors, LLC 11 535 −4,00 775 6,46
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 −100,00 0
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 5 891 0,00 396 10,92
2025-08-06 13F Nvwm, Llc 8 219 47,93 552 63,80
2025-08-12 13F Tocqueville Asset Management L.p. 25 499 10,62 1 714 22,60
2025-08-07 13F Americana Partners, LLC 18 762 29,06 1 261 43,13
2025-08-05 13F Sigma Planning Corp 45 901 −4,23 3 085 6,12
2025-08-07 13F Rathbone Brothers plc 14 982 −8,17 1 007 1,82
2025-08-14 13F Hirtle Callaghan & Co LLC 4 371 11,48 294 23,63
2025-07-29 13F Creekside Partners 50 974 32,85 3 426 47,23
2025-07-15 13F RVW Wealth, LLC 8 280 0,96 557 11,87
2025-07-24 13F Jfs Wealth Advisors, Llc 13 699 58,46 921 75,57
2025-08-14 13F First Manhattan Co 13 811 3,45 928 14,71
2025-07-28 13F Private Wealth Asset Management, LLC 14 335 33,16 964 47,47
2025-07-14 13F Chapin Davis, Inc. 25 087 0,60 1 686 11,51
2025-07-30 13F Cullen/frost Bankers, Inc. 604 707 2,03 40 648 13,06
2025-07-29 13F Activest Wealth Management 0 0
2025-07-17 13F Summit Financial Strategies, Inc. 13 477 −0,49 906 10,23
2025-07-24 13F Robertson Stephens Wealth Management, LLC 19 245 0,02 1 294 10,80
2025-08-13 13F Gibson Wealth Advisors LLC 41 809 3,59 2 810 14,79
2025-08-12 13F Pettyjohn, Wood & White, Inc 4 897 0,33 329 11,15
2025-07-16 13F/A CX Institutional 3 761 −80,05 0 −100,00
2025-07-23 13F Wealth Management Nebraska 0 −100,00 0
2025-04-29 13F Hm Payson & Co 23 840 2,92 1 446 8,80
2025-07-30 13F Bleakley Financial Group, LLC 45 654 11,06 3 069 23,06
2025-07-15 13F Mather Group, Llc. 622 577 −0,28 41 850 10,51
2025-07-24 13F True Link Financial Advisors, LLC 33 267 −2,19 2 236 8,39
2025-08-11 13F Lanham O'Dell & Company, Inc. 348 618 23 434
2025-07-17 13F Global Trust Asset Management, LLC 132 0,00 9 0,00
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-06 13F Cloud Capital Management, LLC 51 853 −0,46 3 0,00
2025-08-14 13F Common Fund For Nonprofit Organizations 28 010 −25,26 1 883 −17,20
2025-08-12 13F AIMZ Investment Advisors, LLC 8 882 −4,23 597 6,23
2025-07-18 13F Martel Wealth Advisors Inc 8 162 0,70 549 11,61
2025-07-29 13F Koshinski Asset Management, Inc. 15 716 10,71 1 056 22,65
2025-07-23 13F ETF Portfolio Partners, Inc. 251 634 0,64 16 915 11,53
2025-07-31 13F Buckingham Strategic Partners 160 398 91,15 10 782 111,83
2025-08-11 13F Atlantic Private Wealth, LLC 44 370 72,55 2 983 91,28
2025-07-24 13F Agate Pass Investment Management, LLC 101 004 1,42 6 789 12,38
2025-08-13 13F Solidarilty Wealth, LLC 5 223 0,00 351 11,08
2025-08-14 13F Royal Bank Of Canada 1 967 121 1,64 132 230 12,64
2025-07-09 13F Dynamic Advisor Solutions LLC 14 056 −0,40 945 10,28
2025-07-30 13F Towneley Capital Management, Inc / DE 3 738 −3,21 251 7,26
2025-07-08 13F Boltwood Capital Management 29 944 −6,35 2 013 3,76
2025-07-23 13F SpringVest Wealth Management LLC 3 369 0,00 226 10,78
2025-08-06 13F Thompson Siegel & Walmsley Llc 43 938 0,83 3 0,00
2025-09-05 13F/A Prospera Capital Management, LLC 53 072 4,15 3 567 15,40
2025-07-24 13F Financial Connections Group, Inc. 248 0,40 0
2025-08-12 13F Integrated Advisors Network LLC 84 990 1,34 5 713 12,31
2025-07-09 13F Massmutual Trust Co Fsb/adv 1 569 56,90 105 75,00
2025-08-08 13F ProVise Management Group, LLC 19 803 −0,06 1 331 10,82
2025-07-08 13F Arlington Trust Co LLC 955 0,00 64 12,28
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 3 034 204
2025-08-08 13F Kingsview Wealth Management, LLC 58 387 0,67 3 925 11,54
2025-07-18 13F Naples Global Advisors, Llc 3 485 −5,43 234 4,93
2025-08-05 13F Fourth Dimension Wealth, LLC 272 0,00 18 12,50
2025-07-22 13F Journey Beyond Wealth, LLC 268 293 27,09 18 035 40,82
2025-08-13 13F Shepherd Financial Partners LLC 21 309 0,00 1 432 10,84
2025-07-31 13F Resonant Capital Advisors, LLC 3 730 251
2025-09-04 13F ZynergyRetirementPlanningLLC 6 854 0,00 461 17,05
2025-05-13 13F Mondrian Investment Partners LTD 1 259 −16,51 76 −14,61
2025-08-07 13F Fonville Wealth Management LLC 5 069 0,00 341 10,39
2025-04-17 13F Rs Crum Inc. 25 260 0,00 1 532 5,66
2025-08-05 13F Huntington National Bank 5 930 11,30
2025-08-07 13F Evoke Wealth, Llc 9 230 0,00 620 10,91
2025-08-07 13F Traynor Capital Management, Inc. 5 731 21,83 385 35,09
2025-08-13 13F Nicolet Advisory Services, Llc 6 615 −14,17 439 −0,23
2025-08-14 13F RBF Capital, LLC 20 000 −50,00 1 344 −44,60
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 3 055 205
2025-07-14 13F Southland Equity Partners LLC 5 610 −1,89 377 8,96
2025-08-14 13F Financial Engines Advisors L.L.C. 131 157 2 722,40 8 816 3 026,24
2025-07-30 13F Forum Financial Management, LP 7 839 0,53 527 11,21
2025-08-12 13F Putnam Fl Investment Management Co 37 425 −18,89 2 516 −10,11
2025-08-08 13F Truepoint, Inc. 33 867 −1,66 2 277 8,95
2025-08-01 13F Transcend Wealth Collective, Llc 84 992 −4,36 5 713 5,99
2025-07-16 13F Highline Wealth Partners Llc 209 0,97 14 16,67
2025-08-04 13F Spire Wealth Management 40 565 −3,00 2 727 7,49
2025-08-07 13F Alliance Wealth Management Group 3 351 225
2025-07-31 13F Leavell Investment Management, Inc. 35 595 −0,11 2 393 10,69
2025-07-18 13F TruNorth Capital Management, LLC 1 297 0,00 87 11,54
2025-08-14 13F Keebeck Wealth Management, LLC 7 453 −2,65 501 7,76
2025-07-15 13F Signet Financial Management, Llc 23 228 −5,80 1 561 4,41
2025-08-13 13F Lido Advisors, LLC 26 705 −89,69 1 795 −88,58
2025-07-17 13F Smith, Salley & Associates 5 347 −24,66 359 −16,51
2025-07-21 13F Synergy Financial Management, LLC 28 999 −1,51 1 949 9,13
2025-07-07 13F Kings Path Partners LLC 374 0,81 25 13,64
2025-07-25 13F Retirement Planning Group, Llc / Ny 4 515 0,71 304 11,81
2025-07-28 13F Bridges Investment Management Inc 784 671 −0,63 52 746 10,12
2025-07-28 13F Innova Wealth Partners 8 223 −7,83 553 2,03
2025-08-13 13F Nicolet Bankshares Inc 9 726 27,22 654 41,04
2025-07-14 13F Caitlin John, LLC 31 052 142,67 2 087 168,94
2025-08-14 13F Mercer Global Advisors Inc /adv 580 146 10,75 38 998 22,76
2025-07-16 13F Kiley Juergens Wealth Management, Llc 83 186 9,56 5 592 21,41
2025-07-17 13F Northwest Wealth Management, Llc 23 394 −0,62 1 573 10,16
2025-08-06 13F Savant Capital, LLC 559 501 0,55 37 610 11,43
2025-08-12 13F Indie Asset Partners, LLC 79 311 5 331
2025-05-29 NP Northern Lights Fund Trust - Ocean Park International ETF 15 062 4,13 914 10,00
2025-07-11 13F Petredis Investment Advisors Llc 15 400 0,00 1 035 10,81
2025-08-14 13F Hilltop Holdings Inc. 10 646 1,34 716 12,24
2025-08-05 13F Cherry Tree Wealth Management, LLC 142 249 −3,20 9 562 7,27
2025-07-15 13F Financial Management Professionals, Inc. 134 168 2,72 9 019 13,82
2025-07-25 13F Almanack Investment Partners, LLC. 0 −100,00 0
2025-08-11 13F Mill Creek Capital Advisors, LLC 7 712 0,00 518 10,92
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 7 677 21,64 516 35,08
2025-07-30 13F Roman Butler Fullerton & Co 5 700 −22,04 391 −10,34
2025-07-23 13F 1 North Wealth Services Llc 58 −96,87 4 −97,32
2025-07-25 13F Advocate Group Llc 81 671 1,60 5 490 12,57
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 281 412 11,87 18 926 22,31
2025-08-12 13F Shakespeare Wealth Management, Inc. 1 383 0,00 283 5,60
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 6 527 0,00 439 10,89
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-07-31 13F Sage Mountain Advisors LLC 51 104 3,06 3 435 14,23
2025-08-18 13F Wolverine Trading, Llc Put 3 300 221
2025-08-08 13F Maple Capital Management, Inc. 0 −100,00 0
2025-07-30 13F D.a. Davidson & Co. 186 425 3,50 12 532 14,70
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 32 294 −1,10 2 171 9,60
2025-07-31 13F Wealthfront Advisers Llc 95 600 32,97 6 426 47,35
2025-07-30 13F Berkeley Capital Partners, LLC 127 773 4,20 8 589 15,46
2025-08-06 13F Modera Wealth Management, LLC 30 607 0,67 2 057 11,55
2025-07-25 13F Bull Street Advisors, LLC 6 544 1,30 0
2025-07-24 13F Mengis Capital Management, Inc. 25 686 −0,24 1 727 10,57
2025-07-17 13F Melfa Wealth Management, Llc 3 507 0,00 236 10,85
2025-08-06 13F Commonwealth Equity Services, Llc 1 560 204 1,26 105 11,83
2025-08-19 13F Asset Dedication, LLC 15 441 3,84 1 038 14,97
2025-08-12 13F Pathstone Holdings, LLC 397 015 19,73 25 540 26,98
2025-07-25 13F Allspring Global Investments Holdings, LLC 1 593 270 −6,85 107 116 2,94
2025-07-29 13F Stordahl Capital Management, Inc. 5 682 382
2025-07-25 13F Northwest Capital Management Inc 1 297 −2,48 87 8,75
2025-07-31 13F Brighton Jones Llc 94 582 176,43 6 358 206,36
2025-07-29 13F Riverbend Wealth Management, LLC 5 059 17,13 340 30,27
2025-08-06 13F SNS Financial Group, LLC 64 356 0,24 4 326 11,09
2025-08-12 13F Seeds Investor Llc 167 698 0,17 11 273 11,00
2025-07-28 13F Boston Trust Walden Corp 7 391 0,00 497 10,71
2025-07-09 13F OLIO Financial Planning 147 294 3,33 9 901 14,52
2025-08-26 13F Zeit Capital LLC 1 535 0,00 103 10,75
2025-05-01 13F Quest 10 Wealth Builders, Inc. 520 −6,47 32 0,00
2025-07-25 13F GFS Advisors, LLC 78 835 −2,50 5 299 8,03
2025-08-14 13F Marquette Associates, Inc. 51 971 0,00 3 493 10,82
2025-08-13 13F Northwestern Mutual Wealth Management Co 967 468 19,99 65 033 32,97
2025-08-12 13F Financial Advocates Investment Management 15 408 −15,65 1 036 −6,59
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-07-10 13F Orgel Wealth Management, LLC 6 592 −8,19 443 1,84
2025-07-15 13F Bay Capital Advisors, LLC 11 723 0,86 788 11,77
2025-08-12 13F North Star Asset Management Inc 91 660 0,27 6 161 11,11
2025-08-08 13F VERITY Wealth Advisors 163 591 6,41 10 997 17,92
2025-07-09 13F Sapient Capital Llc 75 121 −1,41 5 050 9,24
2025-07-24 13F Morton Brown Family Wealth, LLC 3 0,00 0
2025-07-28 13F Aries Wealth Management 20 584 −6,18 1 384 3,98
2025-07-29 13F Stratos Wealth Partners, LTD. 64 398 4,96 4 329 16,31
2025-07-30 13F Fairway Wealth LLC 7 379 0,41 496 11,46
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-08-14 13F CIBC World Markets Inc. 41 491 27,30 2 789 41,07
2025-08-08 13F Empower Advisory Group, LLC 278 820 −4,36 18 742 5,98
2025-07-17 13F Norris Perne & French Llp/mi 17 621 0,43 1 184 11,28
2025-08-06 13F Van Cleef Asset Management,Inc 364 732 −0,49 24 517 10,27
2025-08-13 13F Capital International Investors 18 409 61,33 1 235 77,30
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 175 0,00 12 10,00
2025-07-11 13F Phillips Wealth Planners LLC 21 315 3,38 1 432 18,46
2025-08-05 13F Plante Moran Financial Advisors, LLC 3 499 −3,21 235 7,31
2025-08-14 13F Aberdeen Wealth Management LLC 185 0,00 12 9,09
2025-08-11 13F FineMark National Bank & Trust 6 644 −6,45 447 3,72
2025-07-29 13F Kraft, Davis & Associates, LLC 117 175 1,23 7 932 12,80
2025-08-14 13F Quantinno Capital Management LP 171 157 17,97 11 505 30,74
2025-05-02 13F MB Generational Wealth, LLC 6 043 −5,62 367 −0,27
2025-08-07 13F Midwest Trust Co 17 323 1 164
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 15 617 0,00 1 050 10,77
2025-07-23 13F Optas, LLC 324 883 −50,02 21 839 −44,62
2025-08-11 13F Strategic Wealth Partners, Ltd. 3 172 −4,80 213 4,93
2025-04-11 13F Davis Capital Management 14 108 −0,33 856 5,30
2025-07-09 13F Post Resch Tallon Group Inc. 36 695 −3,55 2 467 7,03
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 477 262 −0,09 32 082 13,42
2025-07-10 13F Anderson Hoagland & Co 35 154 −5,94 2 363 16,69
2025-08-14 13F Mairs & Power Inc 3 178 −5,92 214 4,41
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 552 570 8,55 37 144 20,29
2025-08-05 13F Bank of New York Mellon Corp 428 716 1,48 28 818 12,45
2025-08-07 13F Alpha Financial Advisors, LLC 3 333 224
2025-07-21 13F Warner Financial, Inc 24 529 0,11 2 0,00
2025-08-07 13F Pcg Asset Management, Llc 11 372 −6,09 764 4,09
2025-07-15 13F Garrett Investment Advisors LLC 74 331 −0,56 4 997 10,19
2025-08-06 13F Wedbush Securities Inc 22 411 −4,95 2 0,00
2025-08-14 13F NCP Inc. 4 617 2,51 310 13,55
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 538 44,82 0
2025-05-15 13F IronBridge Private Wealth, LLC 0 −100,00 0
2025-07-07 13F Nova Wealth Management, Inc. 36 2
2025-07-24 13F Galvin, Gaustad & Stein, LLC 11 098 0,00 746 10,70
2025-07-25 13F Atria Wealth Solutions, Inc. 99 748 −54,52 6 730 −49,42
2025-08-06 13F AE Wealth Management LLC 4 390 −16,51 295 −7,23
2025-08-13 13F Financial Freedom, LLC 1 242 0,73 83 12,16
2025-07-29 13F Swan Global Investments, LLC 5 623 0,00 378 10,56
2025-08-14 13F RMB Capital Management, LLC 179 810 31,44 12 087 45,65
2025-08-14 13F Staley Capital Advisers Inc 32 012 1,27 2 152 12,21
2025-07-29 13F BKM Wealth Management, LLC 5 886 0,74 396 11,58
2025-08-08 13F TD Capital Management LLC 5 660 0,44 380 11,44
2025-08-11 13F Root Financial Partners, LLC 9 790 −39,62 658 −33,06
2025-07-11 13F Caldwell Securities, Inc 40 0,00 3 0,00
2025-08-08 13F SBI Securities Co., Ltd. 4 464 −12,06 300 −2,28
2025-07-22 13F Red Door Wealth Management, LLC 4 781 −34,79 321 −27,70
2025-05-06 13F Navellier & Associates Inc 0 −100,00 0
2025-08-05 13F Ellevest, Inc. 3 091 208
2025-08-11 13F TD Waterhouse Canada Inc. 47 885 72,27 3 219 90,30
2025-08-14 13F Private Capital Management, LLC 10 205 −3,64 686 6,70
2025-07-17 13F New Covenant Trust Company, N.A. 17 068 0,00 1 145 9,89
2025-08-07 13F Mayport, Llc 14 125 94,02 949 115,19
2025-07-16 13F Essex Financial Services, Inc. 3 220 −2,37 216 8,00
2025-08-04 13F Keybank National Association/oh 44 611 0,02 2 999 10,83
2025-08-05 13F Gibraltar Capital Management, Inc. 41 485 −0,01 2 789 10,81
2025-07-17 13F LexAurum Advisors, LLC 3 847 −20,09 259 −11,64
2025-08-01 13F Envestnet Asset Management Inc 10 115 902 3,06 679 991 14,20
2025-08-07 13F S&co Inc 31 256 0,00 2 100,00
2025-07-23 13F Ironwood Financial, llc 35 366 0,00 2 145 0,00
2025-07-24 13F IFP Advisors, Inc 92 306 −5,71 6 205 4,48
2025-08-13 13F Truvestments Capital Llc 0 −100,00 0
2025-05-12 13F Sandy Spring Bank 15 047 0,00 913 5,68
2025-08-04 13F BLB&B Advisors, LLC 264 599 1,39 17 786 12,36
2025-07-23 13F Country Club Bank /gfn 195 591 −0,19 13 120 9,73
2025-08-15 13F Captrust Financial Advisors 2 028 672 6,25 136 365 17,74
2025-07-17 13F New Perspectives, Inc 18 296 −1,27 1 230 9,34
2025-07-30 13F Chokshi & Queen Wealth Advisors, Inc 3 504 −36,89 236 −30,06
2025-08-13 13F Aufman Associates Inc 52 586 −0,71 3 535 10,02
2025-07-22 13F Wealthcare Advisory Partners LLC 345 128 14,93 23 200 27,36
2025-08-18 13F Geneos Wealth Management Inc. 7 349 6,69 494 18,23
2025-04-28 13F Pinnacle Financial Partners Inc 146 555 0,21 8 890 5,88
2025-07-25 13F Meritage Portfolio Management 17 490 2,21 1 176 13,20
2025-07-30 13F Strategic Blueprint, LLC 0 −100,00 0
2025-07-09 13F First Bank & Trust 3 950 0,00 266 10,88
2025-07-22 13F Woodmont Investment Counsel Llc 224 053 −0,32 15 061 10,46
2025-08-14 13F Aspen Grove Capital, LLC 3 025 −33,88 203 −26,71
2025-07-24 13F West Bancorporation Inc 19 632 −1,25 1 320 9,46
2025-03-24 13F/A Wellington Management Group Llp 0 −100,00 0
2025-07-07 13F Dominguez Wealth Management Solutions, Inc. 3 351 0,39 225 11,39
2025-08-14 13F Advisor OS, LLC 73 012 19,55 4 908 32,48
2025-07-17 13F Chatham Capital Group, Inc. 137 795 −0,56 9 263 10,20
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 591 0,00 40 11,43
2025-08-14 13F FC Advisory LLC 401 641 −1,08 26 998 9,62
2025-08-08 13F Security Financial Services, INC. 51 256 −0,13 3 445 10,66
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 612 42
2025-07-25 13F Bill Few Associates, Inc. 10 942 6,09 736 17,60
2025-08-19 13F Advisory Services Network, LLC 86 809 178,90 5 781 206,20
2025-08-04 13F Evergreen Wealth Management, LLC 43 568 −1,79 2 911 8,14
2025-08-08 13F WASHINGTON TRUST Co 180 553 0,08 12 137 10,89
2025-07-15 13F Brewster Financial Planning LLC 15 639 3,26 1 051 14,49
2025-08-14 13F Main Street Financial Solutions, LLC 34 100 15,32 2 292 27,83
2025-07-23 13F Tyche Wealth Partners LLC 0 −100,00 0
2025-08-08 13F eCIO, Inc. 3 242 −11,78 218 −2,25
2025-07-29 13F Barlow Wealth Partners, Inc. 3 971 0,00 268 8,98
2025-08-13 13F American Investment Services, Inc. 0 −100,00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 27 815 53,33 1 870 69,91
2025-07-11 13F Busey Wealth Management 11 897 −0,97 800 9,75
2025-08-14 13F Financial Advisory Service, Inc. 3 543 126,10 238 150,53
2025-07-14 13F Avalon Advisory Group 203 413 2,56 13 673 13,66
2025-07-31 13F CNB Bank 3 370 0,00 227 10,78
2025-08-13 13F BCJ Capital Management, LLC 3 272 220
2025-08-14 13F Gotham Asset Management, LLC 40 222 4,84 2 704 16,16
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 668 182 −0,71 44 915 10,03
2025-08-07 13F Argent Advisors, Inc. 6 500 0,00 437 10,66
2025-08-13 13F WCG Wealth Advisors LLC 13 311 895
2025-08-01 13F Pavion Blue Capital, LLC 4 306 0,00 289 10,73
2025-08-14 13F Syon Capital Llc 5 050 339
2025-07-28 13F Fairman Group, LLC 739 4,67 50 40,00
2025-08-08 13F Avalon Trust Co 470 0,00 32 10,71
2025-08-05 13F Tiaa Trust, National Association 60 848 −1,62 4 090 9,01
2025-07-24 13F Stonebridge Financial Group, LLC 10 897 −0,80 732 9,91
2025-05-15 13F Human Investing LLC 0 −100,00 0
2025-08-06 13F Atlantic Union Bankshares Corp 34 593 59,53 2 325 76,81
2025-08-12 13F Founders Financial Alliance, LLC 751 0,00 50 11,11
2025-08-14 13F Modern Wealth Management, LLC 49 237 −48,51 3 310 −42,95
2025-08-01 13F Solstein Capital, LLC 2 303 0,00 155 10,79
2025-08-05 13F Towercrest Capital Management 3 351 225
2025-07-11 13F Butensky & Cohen Financial Security, Inc 3 939 −11,86 265 −2,58
2025-08-08 13F Sanders Capital, LLC 3 175 284 −40,41 213 443 −33,97
2025-08-13 13F Whalerock Point Partners, Llc 6 375 0,00 429 10,88
2025-07-30 13F Brookstone Capital Management 6 217 18,19 418 30,72
2025-08-07 13F Summit X, LLC 5 851 0,00 393 11,02
2025-08-11 13F Wescott Financial Advisory Group, LLC 16 199 43,84 1 089 59,30
2025-08-14 13F Operose Advisors LLC 27 272 0,00 1 833 10,82
2025-07-22 13F Miracle Mile Advisors, LLC 28 716 28,33 1 930 42,23
2025-07-29 13F Balboa Wealth Partners 6 112 411
2025-08-11 13F Shoker Investment Counsel, Inc. 32 352 −1,34 2 175 9,30
2025-09-04 13F/A Advisor Group Holdings, Inc. 903 289 3,90 60 105 13,95
2025-07-09 13F Goelzer Investment Management, Inc. 4 451 −22,04 299 −13,58
2025-07-21 13F Family CFO Inc 30 109 −3,45 2 024 6,98
2025-08-15 13F Chapman Financial Group, Llc 2 711 0,00 182 17,42
2025-07-14 13F AdvisorNet Financial, Inc 22 864 14,68 1 537 27,05
2025-08-14 13F Lazard Asset Management Llc 16 316 109,56 1
2025-08-12 13F Jefferies Financial Group Inc. 10 184 685
2025-07-21 13F Ameritas Advisory Services, LLC 4 542 −39,25 305 −29,72
2025-08-14 13F Manufacturers Life Insurance Company, The 15 410 −35,81 1 036 −28,91
2025-04-29 13F Financial Network Wealth Management LLC 4 238 0,00 0
2025-08-06 13F Rialto Wealth Management, LLC 99 −36,54 7 −33,33
2025-08-08 13F Tortoise Investment Management, LLC 44 583 −0,57 2 997 10,19
2025-07-15 13F RTD Financial Advisors, Inc. 10 509 −1,36 706 9,29
2025-08-13 13F Safe Harbor Fiduciary, LLC 0 −100,00 0
2025-07-03 13F First Hawaiian Bank 0 −100,00 0 −100,00
2025-07-22 13F Clarius Group, LLC 4 000 0,00 269 10,74
2025-08-05 13F Optivise Advisory Services LLC 3 371 0,00 227 10,78
2025-07-24 13F Leo Wealth, LLC 4 171 0,02 280 11,11
2025-07-30 13F Eqis Capital Management, Inc. 5 377 −3,36 361 7,12
2025-05-14 13F Monterey Private Wealth, Inc. 147 127 1,98 8 925 7,75
2025-07-16 13F Novem Group 18 049 0,69 1 213 11,59
2025-07-25 13F Libra Wealth Llc 8 271 556
2025-08-08 13F Smithfield Trust Co 26 442 1,68 2 0,00
2025-04-23 13F Oppenheimer Asset Management Inc. 0 −100,00 0
2025-07-17 13F Peoples Financial Services Corp. 120 0,00 8 14,29
2025-08-12 13F NFP Retirement, Inc. 79 947 4,08 5 374 15,35
2025-07-21 13F Ascent Group, LLC 22 798 −9,39 1 532 0,39
2025-08-05 13F Telos Capital Management, Inc. 338 827 5,12 22 776 16,49
2025-07-09 13F Archer Investment Management, LLC 130 442 −22,12 8 768 −13,70
2025-08-11 13F HHM Wealth Advisors, LLC 3 058 0,00 206 10,81
2025-08-11 13F United Capital Financial Advisers, Llc 325 010 93,53 21 847 114,46
2025-07-15 13F Maseco Llp 3 604 242
2025-08-14 13F Navigoe, LLC 33 0
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 8 515 −0,07 572 7,92
2025-08-14 13F Ausdal Financial Partners, Inc. 4 926 −8,06 331 1,85
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 4 306 0,33 289 11,15
2025-08-14 13F Granby Capital Management, LLC 408 000 0,00 27 426 10,81
2025-07-28 13F 5th Street Advisors, LLC 503 888 0,08 33 871 10,90
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-04 13F Daymark Wealth Partners, Llc 52 422 41,13 3 524 56,37
2025-07-21 13F Andina Capital Management, LLC 0 −100,00 0
2025-05-13 13F CacheTech Inc. 102 899 6 242
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 251 073 −0,25 16 877 10,54
2025-08-13 13F Quest Investment Management Llc 153 121 26,93 10 293 40,66
2025-08-13 13F M&t Bank Corp 424 250 157,06 28 518 184,86
2025-08-14 13F Toronto Dominion Bank 200 000 13 444
2025-08-04 13F Pinnacle Associates Ltd 949 121 5,38 63 800 16,78
2025-08-12 13F Fairscale Capital, LLC 31 0,00 2 100,00
2025-08-11 13F Brown Brothers Harriman & Co 10 088 0,55 678 11,51
2025-08-08 13F Creative Planning 1 376 609 1,36 92 536 12,32
2025-07-29 13F Planned Solutions, Inc. 4 492 25,23 302 38,71
2025-08-14 13F Headinvest, Llc 5 220 10,59 351 22,38
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 6 763 0,00 455 10,73
2025-07-11 13F Myecfo, Llc 32 643 −3,00 2 194 7,50
2025-08-14 13F Arete Wealth Advisors, LLC 3 560 −2,65 0
2025-07-30 13F Journey Advisory Group, LLC 32 874 −8,94 2 210 0,91
2025-07-24 13F McKinley Carter Wealth Services, Inc. 90 733 10,53 6 099 22,49
2025-08-14 13F Susquehanna Advisors Group, Inc. 20 250 0,00 1 361 10,83
2025-07-24 13F Shayne & Co., Llc 4 860 0,00 327 10,88
2025-07-21 13F Washington Growth Strategies Llc 62 322 102 067,21 4 33,33
2025-07-17 13F Lakewood Asset Management LLC 8 165 0,22 549 10,93
2025-04-22 13F Jmac Enterprises Llc 0 −100,00 0
2025-07-28 13F Mutual Advisors, LLC 33 401 1,18 2 289 12,05
2025-07-09 13F Brand Asset Management Group, Inc. 3 209 −59,72 216 −55,49
2025-08-01 13F GoalVest Advisory LLC 165 0,61 11 22,22
2025-07-18 13F Provident Wealth Management, LLC 1 666 112
2025-07-29 13F SilverOak Wealth Management LLC 2 987 201
2025-07-14 13F Ridgewood Investments LLC 14 976 53,99 1 007 70,80
2025-07-22 13F Red Tortoise LLC 15 739 0,70 1 058 11,60
2025-08-13 13F Lumbard & Kellner, LLC 38 376 −31,10 2 580 −23,65
2025-08-04 13F Evergreen Advisors, LLC 9 899 0,70 665 11,58
2025-07-22 13F Merit Financial Group, LLC 35 069 115,50 2 357 138,80
2025-04-11 13F Intellectus Partners, LLC 0 −100,00 0 −100,00
2025-08-04 13F WNY Asset Management, LLC 4 637 20,54 312 33,48
2025-07-09 13F Pallas Capital Advisors LLC 5 595 0,00 376 10,91
2025-08-12 13F Boston Research & Management Inc 18 069 −5,21 1 0,00
2025-08-13 13F Wrenne Financial Planning LLC 510 196 3,07 34 295 14,21
2025-08-12 13F Cadence Wealth Management LLC 68 763 0,71 4 622 11,62
2025-07-17 13F Astoria Strategic Wealth, Inc. 221 161 7,07 14 866 18,65
2025-08-14 13F Trace Wealth Advisors, LLC 11 114 0,00 747 10,83
2025-05-02 13F Napatree Capital Llc 9 915 0,00 601 5,62
2025-08-11 13F Pinnacle Financial Group, LLC / IL 144 925 0,39 9 742 11,25
2025-07-29 13F Mine & Arao Wealth Creation & Management, LLC. 30 972 0,47 2 082 11,28
2025-07-08 13F Gradient Investments LLC 3 353 0,03 225 10,84
2025-07-07 13F Park Edge Advisors, LLC 60 683 4 079
2025-07-30 13F Paragon Advisors, LLC 4 015 1,72 270 12,55
2025-06-03 13F/A First National Bank Of Omaha 11 250 0,00 682 8,08
2025-07-17 13F Saxon Interests, Inc. 24 371 0,00 1 478 0,00
2025-07-25 13F Cwm, Llc 727 063 6,05 49 17,07
2025-08-07 13F LFA - Lugano Financial Advisors SA 1 626 109
2025-08-14 13F UBS Group AG 6 662 747 6,44 447 870 17,95
2025-07-25 NP UCMCX - Cornerstone Moderately Conservative Fund 23 591 −6,35 1 539 0,79
2025-07-23 13F Kingswood Wealth Advisors, Llc 27 356 19,74 1 839 32,71
2025-07-25 13F One Degree Advisors Inc 15 087 −1,21 1
2025-07-25 13F Evolution Advisers, Inc. 1 649 0,00 0
2025-07-22 13F Hill Island Financial Llc 21 394 0,00 1 438 10,87
2025-08-12 13F Richmond Investment Services, LLC 126 524 8 505
2025-07-21 13F Qrg Capital Management, Inc. 85 352 0,42 5 737 11,29
2025-07-15 13F Five Pine Wealth Management 260 193 4,28 17 501 15,62
2025-08-07 13F Commerce Bank 127 852 18,74 8 594 31,59
2025-08-14 13F CIBC Asset Management Inc 4 831 180 0,19 324 752 11,02
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 570 071 −1,37 38 320 9,30
2025-07-10 13F Piscataqua Savings Bank 200 0,00 13 8,33
2025-07-14 13F Sterling Group Wealth Management, LLC 4 234 1,97 285 13,15
2025-07-23 13F Hall Capital Management Co Inc 169 530 56,04 11 396 72,91
2025-08-13 13F Berkshire Asset Management Llc/pa 232 843 0,53 15 652 7,18
2025-07-18 13F Vicus Capital 15 842 0,28 1 065 11,06
2025-07-09 13F Camelot Technology Advisors, Inc. 0 −100,00 0
2025-07-25 13F Ellis Investment Partners, LLC 7 182 0,56 483 11,32
2025-07-08 13F Chemistry Wealth Management LLC 13 848 0,00 931 10,71
2025-07-29 13F Altus Wealth Group LLC 3 036 204
2025-07-17 13F Fifth Third Securities, Inc. 8 497 1,19 571 12,18
2025-07-17 13F Albion Financial Group /ut 449 168 0,42 30 193 11,28
2025-04-18 13F Wolf Group Capital Advisors 105 618 95,74 6 407 118,26
2025-07-24 13F Blair William & Co/il 2 055 577 2,70 138 176 13,80
2025-07-23 13F Columbus Macro, LLC 38 560 16,67 2 592 29,34
2025-07-22 13F Financial Insights, Inc. 24 434 0,00 1 642 10,80
2025-08-11 13F Traub Capital Management LLC 485 33
2025-08-13 13F Keystone Financial Group 19 695 34,69 1 324 49,32
2025-05-06 13F SYM FINANCIAL Corp 0 −100,00 0
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