VIG - Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
US ˙ ARCA ˙ US9219088443

Grundläggande statistik
Institutionella ägare 2345 total, 2342 long only, 0 short only, 3 long/short - change of 0,34% MRQ
Genomsnittlig portföljallokering 0.9628 % - change of −6,30% MRQ
Institutionella aktier (lång) 252 208 060 (ex 13D/G) - change of 40,92MM shares 19,37% MRQ
Institutionellt värde (lång) $ 42 561 561 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF (US:VIG) har 2345 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 252,208,060 aktier. Största aktieägare inkluderar Laurel Wealth Advisors LLC, Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Vanguard Group Inc, Wealthfront Advisers Llc, UBS Group AG, LPL Financial LLC, Raymond James Financial Inc, and HB Wealth Management, LLC .

Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF (ARCA:VIG) 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 15, 2025 is 215,65 / share. Previously, on September 16, 2024, the share price was 196,82 / share. This represents an increase of 9,57% over that period.

VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation 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.

VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-14 13F Vista Investment Management 3 028 −0,07 620 5,45
2025-07-28 13F Sagace Wealth Management LLC 9 115 −11,34 1 866 −6,47
2025-08-13 13F Congress Wealth Management LLC / DE / 346 053 3,15 70 827 8,82
2025-08-14 13F CoreCap Advisors, LLC 3 951 16,17 809 22,61
2025-07-07 13F HMS Capital Management, LLC 1 623 −56,32 332 −49,08
2025-08-13 13F JRM Investment Counsel, LLC 4 416 −2,15 904 3,20
2025-08-14 13F Frisch Financial Group, Inc. 3 471 0,00 1
2025-07-22 13F Oak Hill Wealth Advisors, Llc 165 785 5,04 34 147 11,52
2025-08-04 13F HBK Sorce Advisory LLC 78 103 4,31 15 985 10,06
2025-08-06 13F Round Rock Advisors, LLC 9 471 −13,07 1 939 −8,28
2025-07-17 13F Walker Asset Management, LLC 2 341 14,14 479 20,65
2025-08-05 13F Pointe Capital Management LLC 2 836 −1,90 580 3,57
2025-08-11 13F Empowered Funds, LLC 0 −100,00 0
2025-08-12 13F Atlas Capital Advisors Llc 13 295 0,90 2 721 6,46
2025-07-25 13F One Degree Advisors Inc 32 247 −0,31 7 0,00
2025-07-25 13F NorthRock Partners, LLC 48 825 22,69 10 036 29,99
2025-07-30 13F St. Johns Investment Management Company, LLC 600 123
2025-08-12 13F Tarbox Family Office, Inc. 12 739 −1,42 2 607 4,03
2025-07-30 13F Patten Group, Inc. 6 218 −2,92 1 273 2,42
2025-08-04 13F Linscomb & Williams, Inc. 13 548 −10,28 2 773 −5,36
2025-07-15 13F Optima Capital Llc 16 116 14,96 3 312 21,81
2025-08-14 13F Avant Capital LLC 19 997 0,29 4 093 5,79
2025-07-22 13F Red Tortoise LLC 2 708 0,00 554 5,52
2025-08-01 13F Clark Asset Management, LLC 4 215 −9,65 863 −4,65
2025-04-22 13F Jmac Enterprises Llc 0 −100,00 0
2025-07-10 13F Bath Savings Trust Co 12 862 9,22 2 632 15,24
2025-07-11 13F Wolfstich Capital, LLC 6 186 36,62 1 266 44,19
2025-08-07 13F Davis R M Inc 32 640 −2,24 6 680 3,15
2025-08-07 13F Zions Bancorporation, National Association /ut/ 76 601 9,65 15 678 15,69
2025-08-14 13F UBS Group AG Put 0 −100,00 0 −100,00
2025-07-23 13F Heck Capital Advisors, LLC 2 546 6,53 521 12,53
2025-07-23 13F Clear Creek Financial Management, LLC 30 268 −8,10 6 195 −3,04
2025-08-08 13F Financial Life Planners 3 338 0,00 683 5,56
2025-08-12 13F Sfmg, Llc 2 636 0,00 539 5,48
2025-08-13 13F Legacy Capital Wealth Partners, LLC 2 032 14,09 416 20,29
2025-07-25 13F Presilium Private Wealth, Llc 2 085 −0,95 427 4,41
2025-08-06 13F Walkner Condon Financial Advisors LLC 10 892 −4,75 2 229 0,50
2025-07-31 13F Mycio Wealth Partners, Llc 46 727 0,92 9 574 6,58
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 9 0,00 2 0,00
2025-08-13 13F Meketa Investment Group Inc /adv 0 −100,00 0
2025-07-15 13F Patriot Investment Management Inc. 65 215 −1,01 13 348 4,44
2025-07-24 13F Endeavor Private Wealth, Inc. 1 857 −19,96 382 −15,33
2025-07-28 13F Essex LLC 5 924 0,00 1 212 5,48
2025-08-11 13F Covestor Ltd 6 0,00 0
2025-08-12 13F Hikari Tsushin, Inc. 2 942 602
2025-07-10 13F Websterrogers Financial Advisors, Llc 54 360 7,26 11 126 13,16
2025-08-04 13F Center for Financial Planning, Inc. 4 040 2,49 827 8,12
2025-08-14 13F Ubs Asset Management Americas Inc 0 −100,00 0
2025-07-31 13F Carnegie Capital Asset Management, LLC 104 650 3,28 21 419 20,32
2025-07-30 13F Pittenger & Anderson Inc 13 088 2,33 2 679 7,94
2025-08-05 13F GHP Investment Advisors, Inc. 1 468 13,36 300 19,52
2025-08-15 13F/A Florida Financial Advisors, Llc 1 041 213
2025-07-14 13F Farmers Trust Co 1 224 0,00 251 5,49
2025-07-23 13F Detalus Advisors, LLC 29 789 −1,17 6 097 4,26
2025-08-13 13F Knuff & Co LLC 0 −100,00 0
2025-07-22 13F Wealthcare Capital Management Llc 1 111 0,00 227 5,58
2025-08-14 13F Monograph Wealth Advisors, Llc 6 627 −2,17 1 362 3,65
2025-08-27 13F Barnes Wealth Management Group, Inc 5 590 −4,95 1 144 0,35
2025-07-23 13F Gerber, Llc 3 584 0,00 734 5,47
2025-07-29 13F Portland Financial Advisors Inc 1 885 0,00 386 5,48
2025-07-30 13F Citizens & Northern Corp 4 123 0,12 844 5,64
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 6 097 4,98 1 252 11,19
2025-08-14 13F Ieq Capital, Llc 342 646 −1,17 70 129 4,28
2025-04-22 13F Veridan Wealth LLC 1 786 −0,45 346 −4,16
2025-07-11 13F Westfuller Advisors, LLC 2 056 0,00 423 6,03
2025-07-31 13F Nilsine Partners, LLC 6 242 −11,36 1 278 −6,52
2025-07-29 13F MPS Loria Financial Planners, LLC 4 104 −28,34 840 −24,48
2025-07-16 13F NovaPoint Capital, LLC 0 −100,00 0
2025-07-28 13F Hamilton Point Investment Advisors, LLC 2 476 0,00 509 5,83
2025-08-13 13F Green Harvest Asset Management LLC 9 485 −15,49 1 941 −10,84
2025-08-04 13F Integrity Alliance, Llc. 27 540 −63,72 5 637 −61,72
2025-08-14 13F Ariadne Wealth Management, LP 1 822 0,00 383 9,14
2025-07-28 13F Sagespring Wealth Partners, Llc 21 603 −10,10 4 421 −5,15
2025-08-14 13F Evergreen Capital Management Llc 68 243 2,28 14 026 8,37
2025-07-25 13F Fifth Third Wealth Advisors LLC 32 749 −55,68 6 703 −53,24
2025-07-30 13F Alan B. Lancz & Associates, Inc. 2 487 0,00 509 5,39
2025-08-12 13F Stelac Advisory Services LLC 707 0,00 145 5,84
2025-08-14 13F Fort Point Capital Partners LLC 1 758 17,20 361 24,48
2025-07-23 13F Mraz, Amerine & Associates, Inc. 1 727 −0,29 353 6,33
2025-08-01 13F Liberty Wealth Management Llc 2 175 −11,33 445 6,46
2025-08-12 13F Planning Alternatives Ltd /adv 267 604 0,71 54 771 6,25
2025-07-24 13F JNBA Financial Advisors 99 431 −2,63 20 351 2,73
2025-08-12 13F Bokf, Na 7 419 −20,81 1 518 −16,46
2025-08-04 13F Spinnaker Trust 1 439 25,13 295 31,84
2025-07-30 13F Canvas Wealth Advisors, LLC 1 614 18,94 337 34,40
2025-08-07 13F Northwest Bancshares, Inc. 5 493 0,00 1 124 5,54
2025-08-15 13F Keel Point, LLC 8 495 33,17 1 739 40,50
2025-07-15 13F Td Private Client Wealth Llc 461 990 1,34 94 556 6,92
2025-07-25 13F Pathway Financial Advisors LLC 40 988 0,00 8 389 5,51
2025-07-14 13F Kieckhefer Group Llc 0 −100,00 0
2025-07-17 13F Montis Financial, LLC 7 479 0,00 1 531 5,52
2025-08-01 13F Strategic Financial Services, Inc, 5 158 −5,65 1 056 −0,47
2025-08-14 13F Mml Investors Services, Llc 583 059 3,25 119 9,17
2025-08-13 13F Kilter Group LLC 1 300 −16,93 266 −12,21
2025-07-29 13F Lutz Financial Services LLC 3 760 0,00 770 5,49
2025-07-01 13F Park National Corp /oh/ 4 321 −5,24 884 0,00
2025-07-10 13F Exchange Traded Concepts, Llc 37 710 45,58 7 718 53,59
2025-07-23 13F RMG Wealth Management LLC 66 14
2025-07-18 13F Institute for Wealth Management, LLC. 5 359 0,06 1 097 5,59
2025-08-05 13F Core Alternative Capital 223 −14,56 46 −10,00
2025-08-08 13F Carl P. Sherr & Co., LLC 1 760 0,92 360 6,51
2025-07-22 13F Signature Wealth Management Partners, LLC 1 365 0,00 279 5,68
2025-07-23 13F Integris Wealth Management, LLC 4 494 −1,83 920 3,49
2025-08-07 13F BOK Financial Private Wealth, Inc. 4 338 −2,58 892 3,24
2025-07-10 13F Triangle Securities Wealth Management 1 162 0,00 238 5,33
2025-08-14 13F Select Asset Management & Trust 121 513 −0,72 25 4,35
2025-08-14 13F Ameriprise Financial Inc 2 521 844 1,04 515 621 6,19
2025-07-23 13F Tyche Wealth Partners LLC 69 366 −22,31 14 197 −18,04
2025-08-08 13F Capstone Financial Advisors, Inc. 40 941 −3,41 8 379 1,91
2025-07-29 13F Hoese & Co LLP 32 112 3,65 6 572 9,37
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-07-09 13F Fermata Advisors, LLC 0 −100,00 0
2025-08-13 13F Summit Financial, LLC 36 126 11,09 7 425 17,71
2025-07-02 13F Dentgroup LLC 17 484 −5,62 3 578 −0,42
2025-08-13 13F Millstone Evans Group, LLC 798 0,00 163 5,84
2025-07-22 13F Valley National Advisers Inc 3 362 0,00 1
2025-07-24 13F Lmcg Investments, Llc 1 000 205
2025-07-23 13F Capstone Wealth Management Group, Llc 7 777 11,72 1 592 17,85
2025-07-29 13F BKD Wealth Advisors, LLC 50 295 0,70 10 294 6,23
2025-08-07 13F CSM Advisors, LLC 21 100 −3,65 4 0,00
2025-08-14 13F Clarity Asset Management, Inc. 354 20,41 73 26,32
2025-08-07 13F Midland Wealth Advisors Llc 1 156 0,00 237 5,36
2025-07-17 13F Coastline Trust Co 934 0,00 191 5,52
2025-08-14 13F Tudor Financial Inc. 10 319 −1,20 2 112 4,20
2025-07-25 13F Concord Wealth Partners 1 307 −0,08 268 5,53
2025-08-12 13F Deutsche Bank Ag\ 1 603 0,00 328 5,81
2025-07-15 13F Evanson Asset Management, LLC 21 675 5,92 4 436 11,77
2025-07-17 13F Charles Schwab Trust Co 1 192 244
2025-07-29 13F Madison Wealth Partners, Inc 23 775 2,02 4 866 7,63
2025-07-28 13F Strategent Financial, LLC 1 935 0,00 396 5,60
2025-07-30 13F Bogart Wealth, LLC 973 −54,66 199 −52,16
2025-07-30 13F SkyOak Wealth, LLC 33 843 0,00 6 927 5,50
2025-08-12 13F Cutter & CO Brokerage, Inc. 0 −100,00 0
2025-08-06 13F Regimen Wealth, Llc 2 475 −11,51 507 −6,64
2025-07-21 13F Hilltop National Bank 3 285 −0,64 672 3,86
2025-07-31 13F/A Interchange Capital Partners, LLC 2 136 8,81 437 15,00
2025-07-15 13F Jeppson Wealth Management, Llc 2 107 −1,40 431 4,11
2025-07-30 13F Avidian Wealth Solutions, LLC 3 481 0,00 713 5,48
2025-08-14 13F Almitas Capital LLC 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 730 246 0,93 149 460 6,49
2025-07-16 13F Motive Wealth Advisors 73 752 8,99 15 095 14,99
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 36 671 −7,88 7 505 −2,81
2025-08-14 13F Df Dent & Co Inc 8 807 19,03 1 803 25,57
2025-07-30 13F Klingenstein Fields & Co Lp 1 197 −2,44 245 2,52
2025-08-13 13F Certior Financial Group, Llc 1 645 0,00 337 5,33
2025-08-13 13F Parkworth Wealth Management, Inc. 141 0,00 29 3,70
2025-07-24 13F Costello Asset Management, INC 1 742 −0,06 356 5,33
2025-08-12 13F Resolute Wealth Strategies, LLC 1 203 0,00 246 5,58
2025-07-22 13F Wealthcare Capital Partners, LLC 10 815 0,60 2 214 6,14
2025-08-01 13F Ashton Thomas Private Wealth, LLC 23 071 47,09 4 742 55,88
2025-04-17 13F Life Planning Partners, Inc 0 −100,00 0 −100,00
2025-07-29 13F Schubert & Co 1 301 0,00 266 5,56
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 2 796 −11,24 542 −12,01
2025-07-09 13F Baron Financial Group, LLC 1 367 0,00 280 5,28
2025-07-28 13F ForthRight Wealth Management, LLC 2 265 0,00 464 5,47
2025-08-11 13F Summit Wealth Partners, LLC 6 252 0,00 1 280 5,53
2025-07-18 13F Ewa, Llc 1 608 −39,00 329 −35,62
2025-07-17 13F Avondale Wealth Management 517 0,00 106 5,00
2025-08-13 13F Colonial Trust Advisors 651 79,34 133 90,00
2025-07-28 13F Frazier Financial Advisors, LLC 198 187 2,59 40 563 8,24
2025-08-05 13F Integrity Financial Corp /WA 8 293 41,86 1 705 50,26
2025-08-11 13F Guidance Point Advisors, LLC 2 681 1,28 549 6,82
2025-07-18 13F Victrix Investment Advisors 1 743 35,43 357 42,97
2025-07-21 13F Mattern Capital Management, Llc 1 480 0,00 303 5,23
2025-07-18 13F GEN Financial Management, INC. 100 550 −28,71 20 604 −24,70
2025-08-14 13F Rodgers Brothers Inc. 0 −100,00 0
2025-07-15 13F tru Independence LLC 1 906 3,59 390 9,55
2025-08-05 13F Dahring | Cusmano Llc 2 829 0,00 579 5,47
2025-08-12 13F RPG Investment Advisory, LLC 9 650 −45,07 1 975 −42,08
2025-08-12 13F Heritage Trust Co 19 852 1,20 4 063 6,78
2025-08-11 13F Portside Wealth Group, LLC 4 702 −3,15 962 2,23
2025-04-01 13F Modus Advisors, LLC 0 −100,00 0
2025-08-08 13F Ironwood Investment Counsel, LLC 7 586 −13,17 1 553 −8,38
2025-08-14 13F Novus Advisors, Llc 5 772 −54,00 1 181 −51,48
2025-08-05 13F Gould Asset Management Llc /ca/ 1 245 −3,26 255 2,01
2025-08-14 13F LaSalle St. Investment Advisors, LLC 19 921 0,67 4 33,33
2025-07-08 13F Zrc Wealth Management, Llc 705 0,00 144 5,88
2025-05-12 13F Providence First Trust Co 0 −100,00 0
2025-07-10 13F McHugh Group, LLC 1 450 0,00 297 5,34
2025-08-12 13F Leigh Baldwin & Co., Llc 1 530 −2,86 313 2,62
2025-07-29 13F Spreng Capital Management, Inc. 49 913 2,76 10 216 8,42
2025-08-12 13F Intellus Advisors LLC 216 854 1,64 44 384 7,23
2025-07-18 13F Brookmont Capital Management 2 399 −6,87 491 −1,60
2025-08-15 13F Cooksen Wealth, LLC 660 −14,40 135 −3,57
2025-08-18 13F N.E.W. Advisory Services LLC 3 065 −9,32 627 −4,27
2025-07-21 13F Stock Yards Bank & Trust Co 12 212 6,08 2 499 11,91
2025-07-31 13F Moser Wealth Advisors, LLC 33 925 0,72 6 944 6,28
2025-08-14 13F Hrt Financial Lp 7 595 2
2025-08-01 NP Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares 32 400 18,25 6 631 24,76
2025-07-14 13F/A Seek First Inc. 2 928 3,24 599 8,91
2025-07-30 13F Onyx Bridge Wealth Group LLC 79 847 −2,65 16 346 2,73
2025-08-08 13F Mittelman Wealth Management 92 702 −1,31 18 973 4,12
2025-08-13 13F Patrick M Sweeney & Associates, Inc 4 101 2,99 852 10,36
2025-08-05 13F Hunter Associates Investment Management Llc 2 885 0,00 1
2025-08-13 13F Victory Financial Group, Llc 0 −100,00 0
2025-07-18 13F Founders Capital Management 350 0,00 72 5,97
2025-08-15 13F ROSS\JOHNSON & Associates LLC 0 −100,00 0
2025-07-22 13F Appleton Partners Inc/ma 3 303 −2,94 1
2025-07-24 13F Moseley Investment Management Inc 29 465 2,54 6 031 8,18
2025-04-02 13F/A Industrial Alliance Investment Management Inc. 0 −100,00 0
2025-07-30 13F Cornerstone Advisory, LLC 149 861 1,36 30 672 8,75
2025-07-21 13F Creative Capital Management Investments LLC 328 41,99 67 52,27
2025-07-25 13F FIDELIS iM, LLC 160 058 −0,64 32 759 105 574,19
2025-07-22 13F Private Wealth Group, LLC 1 709 0,00 350 5,44
2025-07-25 13F Index Fund Advisors, Inc. 1 968 0,00 403 5,51
2025-07-25 13F G2 Capital Management, Llc / Oh 1 241 −4,02 254 1,20
2025-07-17 13F DiNuzzo Private Wealth, Inc. 100 0,00 20 5,26
2025-08-14 13F Money Concepts Capital Corp 16 411 4,42 3 359 10,17
2025-07-14 13F AdvisorNet Financial, Inc 3 332 62,62 682 71,54
2025-08-06 13F Valued Wealth Advisors LLC 145 −51,67 30 −50,00
2025-07-23 13F First Financial Group Corp 1 085 0,00 222 5,71
2025-08-19 13F Hohimer Wealth Management, Llc 14 297 6,38 2 926 12,28
2025-08-14 13F Tennessee Valley Asset Management Partners 1 500 −94,91 307 −94,63
2025-08-12 13F MAI Capital Management 943 374 1,25 193 080 6,82
2025-07-16 13F West Branch Capital LLC 1 664 0,00 340 5,59
2025-09-12 13F/A Valeo Financial Advisors, LLC 6 490 −0,51 1 328 4,98
2025-08-04 13F Pensionmark Financial Group, Llc 40 779 34,72 8 346 42,13
2025-07-28 13F Wealthspan Partners, Llc 40 685 −4,70 8 327 0,53
2025-07-10 13F Focus Financial Network, Inc. 96 855 −1,25 19 908 4,63
2025-07-11 13F Adirondack Trust Co 1 493 0,00 306 5,54
2025-07-18 13F SMI Advisory Services, LLC 1 229 252
2025-08-13 13F Van Hulzen Asset Management, LLC 12 256 −0,39 2 508 5,11
2025-07-17 13F SeaBridge Investment Advisors LLC 0 −100,00 0
2025-07-28 13F Eq Wealth Advisors, Llc 11 990 −19,17 2 454 −14,74
2025-08-01 13F Planning Directions Inc 68 159 −3,94 13 950 1,35
2025-07-11 13F Essex Savings Bank 6 814 0,61 1 395 6,17
2025-08-01 13F Bessemer Group Inc 53 414 −6,47 11 −9,09
2025-08-06 13F Bensler, LLC 3 310 0,64 677 6,11
2025-07-07 13F TruWealth Advisors, LLC 4 760 −0,38 974 5,18
2025-08-15 13F Semmax Financial Advisors Inc. 72 15
2025-08-08 13F Sawgrass Asset Management Llc 4 715 0,00 965 5,58
2025-08-14 13F Summit Trail Advisors, Llc 31 014 6 375
2025-07-23 13F Motiv8 Investments LLC 3 186 −1,45 652 3,99
2025-04-23 13F Stephenson National Bank & Trust 0 −100,00 0
2025-08-14 13F Colony Group, LLC 657 243 10,47 134 522 16,56
2025-07-16 13F Vestia Personal Wealth Advisors 1 021 209
2025-07-16 13F First American Bank 7 334 0,00 1 501 5,56
2025-08-04 13F Mesirow Financial Investment Management, Inc. 193 816 3,12 39 667 8,80
2025-07-11 13F Oak Asset Management, LLC 2 472 0,00 506 5,43
2025-07-22 13F Gratus Wealth Advisors, LLC 16 989 0,00 3 477 5,52
2025-08-04 13F L.m. Kohn & Company 4 863 −60,92 995 −58,77
2025-08-14 13F Diversify Advisory Services, LLC 1 592 332
2025-07-17 13F Luminvest Wealth Management LLC 6 364 −0,93 1 302 4,49
2025-07-22 13F Inlight Wealth Management, LLC 205 0,00 42 5,13
2025-07-18 13F First Pacific Financial 940 127,05 192 140,00
2025-07-28 13F Compass Advisory Group LLC 1 375 0,00 283 6,02
2025-08-04 13F Haven Private, LLC 1 280 −3,76 262 1,16
2025-07-23 13F Lakeside Advisors, INC. 1 573 −3,08 322 2,23
2025-07-09 13F Praetorian Wealth Management, Inc. 0 −100,00 0
2025-08-01 13F Facet Wealth, Inc. 3 811 15,91 785 24,21
2025-07-17 13F Stone Point Wealth LLC 2 729 −0,18 559 5,28
2025-07-10 13F Tompkins Financial Corp 107 0,00 22 5,00
2025-08-13 13F Capital Group Private Client Services, Inc. 3 028 −45,00 620 −41,99
2025-07-28 13F Copia Wealth Management 959 0,00 196 5,38
2025-07-30 13F Gimbal Financial 2 536 −9,59 519 −4,78
2025-08-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 88 700 18 154
2025-08-06 13F Cannon Financial Strategists, Inc. 2 523 0,00 516 5,52
2025-08-25 13F/A Promus Capital, LLC 226 3,20 46 9,52
2025-05-05 13F Lindbrook Capital, Llc 1 976 0,00 383 −0,78
2025-08-05 13F EPG Wealth Management LLC 1 384 0,00 283 5,60
2025-08-05 13F Sensible Money, LLC 1 668 0,00 341 5,57
2025-08-14 13F 10Elms LLP 400 0,00 82 5,19
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 6 622 −7,91 1 355 −2,80
2025-08-08 13F CFO4Life Group, LLC 1 633 3,09 334 8,79
2025-07-30 13F Strategic Blueprint, LLC 52 575 −4,75 10 760 0,50
2025-08-14 13F Byrne Financial Freedom, Llc 1 662 0,00 340 5,59
2025-05-09 13F Sound Financial Strategies Group, LLC 0 −100,00 0
2025-07-07 13F Insight Wealth Strategies, LLC 2 434 −1,78 502 4,38
2025-07-18 13F TPG Advisors LLC 8 894 0,57 1 820 6,12
2025-07-29 13F May Barnhard Investments LLC 4 447 17,27 910 23,81
2025-08-14 13F Safeguard Investment Advisory Group, LLC 18 420 −0,44 3 770 5,04
2025-08-14 13F Objective Capital Management, LLC 5 899 −3,20 1 207 2,12
2025-08-15 13F Equitable Holdings, Inc. 265 569 8,60 54 354 14,58
2025-08-11 13F Pin Oak Investment Advisors Inc 1 205 0,00 0
2025-07-15 13F Alpha Omega Wealth Management LLC 2 436 0,00 499 5,51
2025-08-12 13F Long Island Wealth Management, Inc. 2 339 0,00 479 5,52
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 167 406 −1,68 34 263 3,73
2025-07-17 13F City Holding Co 1 353 −15,54 277 −10,97
2025-07-24 13F Zullo Investment Group, Inc. 1 225 0,00 251 5,49
2025-08-11 13F Perennial Investment Advisors, LLC 10 716 −5,29 2 193 −0,05
2025-07-30 13F Evermay Wealth Management Llc 511 −4,31 105 0,97
2025-08-12 13F New Republic Capital, LLC 2 151 48,14 442 56,94
2025-07-14 13F Painted Porch Advisors LLC 0 −100,00 0 −100,00
2025-07-08 13F Apella Capital, LLC 60 690 −2,41 12 532 8,02
2025-07-11 13F First PREMIER Bank 10 589 −4,64 2 0,00
2025-07-29 13F Accretive Wealth Partners, LLC 71 396 3,02 14 613 10,53
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 3 056 0,00 626 5,57
2025-07-16 13F Kathmere Capital Management, LLC 5 768 32,32 1 181 39,64
2025-08-07 13F Cascade Financial Partners, LLC 45 225 0,89 9 256 6,45
2025-08-14 13F Systematic Alpha Investments, LLC 353 000 0,00 72 249 5,51
2025-08-11 13F Hopwood Financial Services, Inc. 2 782 0,00 569 5,57
2025-07-14 13F Abacus Wealth Partners, LLC 5 740 0,21 1 175 5,67
2025-07-31 13F Blake Schutter Theil Wealth Advisors, LLC 4 868 0,00 996 5,51
2025-05-15 13F CAPROCK Group, Inc. 30 782 7,41 5 971 6,40
2025-07-31 13F/A Avion Wealth 2 239 0,00 0
2025-08-04 13F Arkadios Wealth Advisors 24 149 84,63 4 943 94,80
2025-07-18 13F Wiser Wealth Management, Inc 5 520 −21,79 1 130 −17,53
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 117 041 −1,50 23 955 3,92
2025-07-10 13F Selective Wealth Management, Inc. 3 314 0,03 685 11,93
2025-07-22 13F/A Duncan Williams Asset Management, LLC 10 814 −5,80 2 213 −0,63
2025-08-26 13F Nautilus Advisors LLC 3 855 0,13 789 5,63
2025-08-11 13F Bedell Frazier Investment Counseling, LLC 2 050 0,00 420 5,54
2025-08-11 13F Private Advisor Group, LLC 616 892 2,16 126 259 7,78
2025-08-11 13F Lake Street Financial Llc 7 140 −0,70 1 461 4,81
2025-08-14 13F Sand Hill Global Advisors, LLC 8 071 −10,67 1 652 −5,76
2025-07-15 13F Armis Advisers, LLC 1 118 231
2025-08-04 13F Creekmur Asset Management LLC 2 503 9,25 512 15,32
2025-07-31 13F Vaughan David Investments Inc/il 4 690 −0,91 1
2025-08-13 13F Plan Group Financial, LLC 19 230 15,99 3 936 22,36
2025-08-13 13F Rsm Us Wealth Management Llc 16 986 −2,71 3 490 3,07
2025-08-04 13F Joseph P. Lucia & Associates, LLC 12 147 0,00 2 486 5,52
2025-08-14 13F Evercore Wealth Management, LLC 12 387 0,00 2 535 5,49
2025-07-22 13F Foguth Wealth Management, LLC. 1 402 −52,95 287 −50,35
2025-07-15 13F Foster Victor Wealth Advisors, LLC 4 482 −0,20 927 11,70
2025-05-28 NP EDGU - 3EDGE Dynamic US Equity ETF 0 −100,00 0 −100,00
2025-07-28 13F Twin Tree Management, LP Call 0 −100,00 0
2025-08-04 13F Bordeaux Wealth Advisors LLC 3 941 −0,43 807 5,08
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 56 399 5,95 11 543 10,73
2025-07-29 13F Nicholson Wealth Management Group, LLC 1 026 210
2025-08-12 13F Associated Banc-corp 98 546 −3,89 20 169 1,41
2025-08-12 13F Guerra Pan Advisors, Llc 985 202
2025-08-13 13F Colonial Trust Co / SC 11 275 0,25 2 308 5,78
2025-08-08 13F Financial Gravity Companies, Inc. 641 889 1 166 970,91 13 30,00
2025-08-15 13F Asset Allocation Strategies LLC 24 079 −4,51 4 928 0,76
2025-07-17 13F Independence Bank of Kentucky 3 302 0,00 676 5,47
2025-07-09 13F Seaside Wealth Management, Inc. 3 702 0,00 758 5,43
2025-07-15 13F Tenon Financial LLC 1 338 0,00 274 5,41
2025-08-15 13F Kestra Advisory Services, LLC 351 636 −11,20 71 969 −6,31
2025-07-10 13F Signal Advisors Wealth, LLC 3 089 −33,34 632 −29,62
2025-07-14 13F BetterWealth, LLC 1 148 0,00 235 5,41
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 18 078 −1,25 3 566 4,15
2025-08-14 13F McIlrath & Eck, LLC 861 0,00 176 5,39
2025-07-16 13F Cambridge Advisors Inc. 35 510 −1,39 7 268 4,04
2025-07-30 13F Whittier Trust Co 65 929 −1,84 13 494 3,56
2025-08-06 13F Agf Management Ltd 133 496 −0,89 27 323 4,57
2025-07-23 13F Eagle Strategies LLC 5 145 −0,45 1 053 5,09
2025-08-06 13F Disciplined Investors, L.L.C. 2 054 0,00 420 5,53
2025-08-11 13F Plum Street Advisors, LLC 1 631 0,00 334 5,38
2025-07-25 13F We Are One Seven, LLC 65 738 1,00 13 455 6,56
2025-07-22 13F Gutierrez Wealth Advisory, LLC 6 004 1 229
2025-08-11 13F FSC Wealth Advisors, LLC 121 −99,65 25 −99,64
2025-08-28 NP BTSAX - BTS Managed Income Fund Class A Shares 1 393 −54,12 285 −51,53
2025-07-16 13F New Insight Wealth Advisors 25 337 2,50 5 186 8,13
2025-07-17 13F Sage Rhino Capital Llc 4 622 0,00 946 5,47
2025-08-13 13F Beacon Pointe Advisors, LLC 278 828 −0,23 57 068 5,26
2025-07-11 13F Kaydan Wealth Management, Inc. 19 119 −0,90 3 913 4,57
2025-08-15 13F/A Rakuten Securities, Inc. 67 −71,12 14 −71,11
2025-08-04 13F Savvy Advisors, Inc. 7 770 24,68 1 590 31,51
2025-04-10 13F Matrix Trust Co 0 −100,00 0
2025-07-22 13F Coastal Investment Advisors, Inc. 9 031 −0,19 1 848 5,30
2025-08-11 13F Dorsey & Whitney Trust CO LLC 14 146 −2,46 2 895 2,92
2025-07-22 13F Evensky & Katz LLC 255 948 −0,54 52 6,12
2025-08-14 13F Wells Fargo & Company/mn 10 672 568 0,51 2 184 354 6,05
2025-07-15 13F Cranbrook Wealth Management, LLC 4 863 −0,78 995 4,74
2025-07-18 13F Newman Dignan & Sheerar, Inc. 4 567 −2,14 935 3,20
2025-08-08 13F Strategies Wealth Advisors, LLC 73 669 31,57 15 078 38,82
2025-07-21 13F Segment Wealth Management, LLC 55 519 0,31 11 363 5,83
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 1 288 −22,41 264 −18,32
2025-04-24 13F CNB Bank 0 −100,00 0
2025-08-01 13F Twin Lakes Capital Management, LLC 164 0,00 34 6,45
2025-08-06 13F Moors & Cabot, Inc. 36 640 1,45 7 499 7,05
2025-08-07 13F David R. Rahn & Associates Inc. 1 002 205
2025-07-11 13F Grove Bank & Trust 3 623 0,00 742 5,56
2025-07-25 13F Astoria Portfolio Advisors LLC. 2 161 1,79 450 13,96
2025-07-28 13F Dixon Fnancial Services, Inc. 1 600 0,00 327 5,48
2025-07-24 13F Accredited Investor Services, Llc 2 265 0,13 464 5,71
2025-07-23 13F Ellsworth Advisors, LLC 1 787 −43,05 366 −39,97
2025-08-12 13F Main Management LLC 833 0,00 0
2025-08-12 13F Wealth Dimensions Group, Ltd. 5 116 8,97 1 047 15,05
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 1 285 −1,31 263 4,37
2025-07-15 13F Wealth Effects Llc 1 480 −1,99 303 3,42
2025-08-14 13F Vorpal, Llc 1 023 209
2025-07-31 13F Pacitti Group Inc. 32 125 2,39 6 595 8,35
2025-07-28 13F Nestegg Advisors, Inc. 2 036 −0,24 417 5,32
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-08-12 13F Change Path, LLC 95 162 0,31 19 477 5,83
2025-08-12 13F Global Retirement Partners, LLC 66 608 4,31 13 633 9,01
2025-07-15 13F McCarthy & Cox 90 829 −1,08 18 590 4,37
2025-08-11 13F Baldwin Investment Management, LLC 2 879 −0,86 589 4,62
2025-08-12 13F Steward Partners Investment Advisory, Llc 426 536 5,20 87 299 10,99
2025-08-13 13F Coco Enterprises, LLC 6 950 1,73 1 422 19,90
2025-08-07 13F Resources Investment Advisors, LLC. 104 163 2,64 21 319 8,30
2025-07-14 13F UMA Financial Services, Inc. 2 361 −1,05 483 4,55
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 8 534 −0,65 1 747 4,80
2025-07-17 13F Bluesphere Advisors, LLC 6 413 −4,77 1 312 0,46
2025-04-28 13F Buffington Mohr McNeal 0 −100,00 0
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 −100,00 0
2025-05-07 13F Meeder Advisory Services, Inc. 0 −100,00 0
2025-07-17 13F Hanson & Doremus Investment Management 2 611 7,45 1
2025-07-03 13F Sage Capital Advisors,llc 5 413 0,00 1 108 5,43
2025-08-01 13F Brookwood Investment Group LLC 3 121 3,65 639 9,25
2025-08-04 13F Bridgewealth Advisory Group, LLC 9 114 22,35 1 865 29,16
2025-08-08 13F Breed's Hill Capital LLC 13 112 0,00 2 684 5,51
2025-07-22 13F Willner & Heller, Llc 4 111 0,00 841 5,52
2025-08-14 13F Bank Of Hawaii 17 496 −9,56 3 581 −4,58
2025-07-22 13F Safir Wealth Advisors, LLC 52 817 1,70 10 810 7,31
2025-08-05 13F Prosperity Consulting Group, LLC 33 376 0,00 6 831 5,51
2025-08-07 13F Richard C. Young & CO., LTD. 7 447 6,40 1 524 12,31
2025-08-08 13F/A Prospect Financial Services LLC 22 319 −4,75 4 568 0,51
2025-07-15 13F Elevated Capital Advisors, LLC 2 033 0,00 394 0,00
2025-07-11 13F Compass Ion Advisors, LLC 42 815 −0,12 8 763 5,38
2025-08-06 13F Financial Alternatives, Inc 3 019 0,00 618 5,47
2025-04-17 13F Vista Wealth Management Group, LLC 1 461 0,34 283 −0,70
2025-08-04 13F Wealth Management Associates, Inc. 1 568 0,00 321 5,26
2025-08-07 13F Vise Technologies, Inc. 74 984 194,63 15 347 207,99
2025-07-16 13F Plancorp, LLC 2 413 39,80 494 47,60
2025-07-22 13F Yoder Wealth Management, Inc. 39 852 −1,55 8 157 3,87
2025-07-23 13F Godsey & Gibb Associates 981 −6,57 201 −1,48
2025-07-18 13F Schaeffer Financial LLC 3 422 0,29 700 5,90
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 2 061 0,00 422 5,51
2025-07-09 13F Bruce G. Allen Investments, LLC 1 415 0,00 290 5,47
2025-07-10 13F Rockland Trust Co 5 312 −15,47 1 087 −10,83
2025-07-25 13F Means Investment Co., Inc. 2 012 0,00 412 5,38
2025-08-14 13F Elevatus Welath Management 0 −100,00 0
2025-05-12 13F Eagle Global Advisors Llc 0 −100,00 0
2025-08-11 13F Anfield Capital Management, LLC 260 62,50 53 70,97
2025-07-25 13F JustInvest LLC 3 471 22,30 710 29,09
2025-08-06 13F Kcm Investment Advisors Llc 18 697 0,54 3 827 6,07
2025-08-11 13F Western Wealth Management, LLC 104 423 1,00 21 372 6,56
2025-07-09 13F Reyes Financial Architecture, Inc. 1 312 0,00 269 5,51
2025-07-21 13F Credential Securities Inc. 0 −100,00 0 −100,00
2025-08-14 13F Moneta Group Investment Advisors Llc 62 543 0,28 12 801 5,80
2025-08-05 13F Welch & Forbes Llc 1 832 0,77 375 6,25
2025-08-08 13F Union Savings Bank 5 228 0,00 1 077 6,21
2025-08-13 13F Scotia Capital Inc. 128 998 0,48 26 400 6,00
2025-07-30 NP LEXI - Alexis Practical Tactical ETF 30 620 2,41 6 061 −0,21
2025-07-29 13F Disciplined Investments, LLC 2 124 −2,79 435 2,60
2025-08-27 NP ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 53 910 −9,54 11 034 −4,56
2025-08-05 13F Claro Advisors LLC 2 512 27,45 514 34,55
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 2 005 376 0,00 410 440 5,51
2025-08-01 13F SYM FINANCIAL Corp 3 498 −1,69 716 3,62
2025-08-08 13F Meridian Wealth Management, LLC 31 769 −4,90 6 502 0,34
2025-04-15 13F Members Wealth Llc 10 184 7,52 1 976 2,60
2025-07-10 13F Atticus Wealth Management, Llc 17 077 −0,15 3 495 5,37
2025-05-02 13F Capital A Wealth Management, LLC 0 −100,00 0
2025-07-11 13F Scott Capital Advisors, LLC 3 436 15,65 710 23,26
2025-07-07 13F Wesbanco Bank Inc 8 575 23,27 1 755 30,10
2025-08-11 13F Y.D. More Investments Ltd 136 0,00 28 3,85
2025-08-12 13F Coldstream Capital Management Inc 112 241 3,06 22 977 8,76
2025-07-15 13F Buttonwood Financial Advisors Inc. 17 506 −0,56 3 583 4,92
2025-08-14 13F Wetherby Asset Management Inc 20 391 −0,34 4 173 4,17
2025-07-29 NP JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 8 411 −1,75 1 665 −4,26
2025-08-04 13F Bristlecone Advisors, LLC 3 070 −48,77 628 −45,96
2025-08-04 13F Assetmark, Inc 6 045 −91,57 1 237 −91,11
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 3 996 0,00 821 5,94
2025-08-14 13F Murphy & Mullick Capital Management Corp 63 0,00 13 0,00
2025-07-23 13F Colony Family Offices, LLC 32 187 2,18 6 616 8,27
2025-07-17 13F Argus Investors' Counsel, Inc. 1 293 0,00 265 5,60
2025-08-14 13F Gould Capital, LLC 5 0,00 1
2025-08-12 13F Tableaux Llc 2 216 611
2025-07-22 13F Confluence Wealth Services, Inc. 691 674 4,74 141 565 15,36
2025-07-23 13F Nbt Bank N A /ny 977 −41,74 200 −38,77
2025-07-24 13F Ronald Blue Trust, Inc. 8 935 18,94 1 829 25,46
2025-04-02 13F Beacon Wealthcare LLC 0 −100,00 0
2025-07-15 13F Beacon Investment Advisory Services, Inc. 97 395 5,56 19 934 11,36
2025-07-29 13F Quotient Wealth Partners, LLC 1 018 208
2025-08-15 13F WFA of San Diego, LLC 12 050 40,12 2 466 44,80
2025-07-09 13F Triumph Capital Management 1 093 0,00 224 5,19
2025-07-14 13F Mechanics Bank Trust Department 3 672 −14,84 752 −10,17
2025-08-12 13F Bravias Capital Group, LLC 1 170 0,00 239 5,75
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Tradition Wealth Management, LLC 108 305 1,83 22 167 7,43
2025-07-29 13F BXM Wealth LLC 0 −100,00 0
2025-08-06 13F Prospera Financial Services Inc 43 409 −10,18 8 889 −5,22
2025-08-07 13F Winch Advisory Services, LLC 656 43,86 134 52,27
2025-07-23 13F Bellevue Asset Management, Llc 631 0,16 129 5,74
2025-08-12 13F Bedel Financial Consulting, Inc. 3 068 0,00 628 7,18
2025-04-23 13F Community Financial Services Group, LLC 0 −100,00 0
2025-08-11 13F Cascade Wealth Advisors, Inc 54 864 18,71 11 366 32,21
2025-08-13 13F Riverview Capital Advisers, LLC 30 255 3,73 6 192 9,44
2025-07-10 13F Carderock Capital Management Inc 225 46
2025-07-25 13F Welch Group, LLC 3 770 53,00 772 63,35
2025-07-15 13F Axis Wealth Partners, LLC 15 471 −2,63 3 166 2,73
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 11 962 −2,26 2 448 3,12
2025-07-17 13F Investment Advisory Services Inc /tx /adv 158 241 4,15 32 387 9,89
2025-08-11 13F Intrust Bank Na 3 799 0,00 778 5,57
2025-08-13 13F Cary Street Partners Financial Llc 121 704 452,52 24 909 483,08
2025-08-07 13F New England Private Wealth Advisors LLC 228 833 0,31 47 522 7,38
2025-08-14 13F Redwood Investment Management, Llc 1 932 0,00 0
2025-08-14 13F Warren Averett Asset Management, LLC 917 465 2,97 187 778 8,64
2025-07-16 13F Meridian Financial, LLC 10 350 0,00 2 118 5,53
2025-07-31 13F Peterson Wealth Services 0 −100,00 0
2025-07-28 13F Jag Capital Management, Llc 5 075 0,00 1 039 5,49
2025-08-08 13F Good Life Advisors, LLC 37 482 1,87 7 672 7,48
2025-08-11 13F Outlook Wealth Advisors, LLC 1 819 6,44 372 12,39
2025-08-07 13F Sound View Wealth Advisors Group, LLC 87 969 −3,96 18 005 1,32
2025-08-14 13F Great Valley Advisor Group, Inc. 84 002 2,19 17 193 7,82
2025-08-07 13F 1620 Investment Advisors, Inc. 100 −28,57 20 −25,93
2025-05-15 13F Fft Wealth Management Llc 0 −100,00 0
2025-07-30 13F Financial Perspectives, Inc 46 121 7,22 9 440 13,12
2025-07-16 13F American National Bank 107 0,00 22 5,00
2025-07-28 13F Evernest Financial Advisors, LLC 5 694 0,00 1 165 5,53
2025-08-08 13F Everett Harris & Co /ca/ 6 765 −1,10 1 385 4,37
2025-08-05 13F Redwood Wealth Management Group, LLC 1 204 0,00 246 5,58
2025-07-17 13F Blossom Wealth Management 5 527 3,41 1 131 9,17
2025-07-24 13F Aurora Private Wealth, Inc. 2 279 44,51 0
2025-07-28 13F Courier Capital Llc 3 650 0,00 747 5,51
2025-07-03 13F McLean Asset Management Corp 2 741 0,07 566 18,95
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 2 575 8,42 527 14,57
2025-08-14 13F Bank Of America Corp /de/ 21 321 144 −2,53 4 363 798 2,83
2025-08-11 13F HighTower Advisors, LLC 2 273 719 3,45 465 362 9,15
2025-07-29 13F Harbor Asset Planning, Inc. 1 770 362
2025-08-07 13F Verus Capital Partners, Llc 3 629 1,20 743 6,76
2025-08-13 13F Cerity Partners LLC 651 453 3,23 133 335 8,92
2025-07-21 13F West Financial Advisors, LLC 46 172 −0,91 9 450 4,55
2025-07-09 13F Parkside Advisors LLC 1 748 0,00 359 5,90
2025-07-15 13F Verum Partners LLC 33 881 −2,40 6 934 2,97
2025-07-18 13F Benchmark Wealth Management, LLC 32 162 0,60 6 583 6,14
2025-08-04 13F Horizon Wealth Management, LLC 6 144 0,82 1 257 6,35
2025-04-22 13F Coho Partners, Ltd. 0 −100,00 0
2025-07-15 13F Aspire Capital Advisors LLC 1 495 306
2025-07-16 13F ORG Wealth Partners, LLC 18 12,50 4 0,00
2025-07-14 13F Armstrong Advisory Group, Inc 14 819 −1,01 3 033 3,48
2025-07-30 13F TFB Advisors LLC 27 105 −0,61 5 548 4,86
2025-07-14 13F Buska Wealth Management, LLC 237 865 2,64 48 684 8,29
2025-08-12 13F Investments & Financial Planning, LLC 1 941 9,17 397 15,41
2025-08-14 13F Certified Advisory Corp 16 668 −30,10 3 411 −26,25
2025-07-15 13F Carr Financial Group Corp 82 138 3,57 16 811 9,28
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-07-21 13F Keystone Financial Group, Inc. 40 398 8,82 8 326 17,55
2025-07-22 13F Sutton Place Investors Llc 5 311 0,00 1 087 5,53
2025-04-23 13F WoodTrust Financial Corp 0 −100,00 0
2025-08-05 13F Aviance Capital Partners, LLC 12 462 −1,92 2 551 3,49
2025-08-29 13F Evolution Wealth Management Inc. 1 251 256
2025-08-12 13F Gladstone Institutional Advisory LLC 87 842 8,20 17 979 14,15
2025-07-16 13F Spinnaker Investment Group, LLC 9 392 −16,56 1 922 −11,96
2025-08-14 13F Beaird Harris Wealth Management, LLC 288 37,80 59 45,00
2025-08-05 13F Avant Financial Advisors LLC 2 698 0,00 552 5,54
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 14 535 −4,75 2 975 4,90
2025-08-04 13F Hantz Financial Services, Inc. 2 454 15,54 1
2025-08-06 13F RFG - Bristol Wealth Advisors, LLC 3 159 0,00 646 5,56
2025-07-29 13F Spirit Of America Management Corp/ny 3 459 −6,08 713 −0,14
2025-08-14 13F Granite FO LLC 124 149 −4,97 25 410 0,26
2025-07-30 13F Clifford Swan Investment Counsel Llc 2 221 5,86 455 11,82
2025-08-05 13F Magnolia Capital Advisors Llc 2 210 −3,28 452 2,03
2025-07-31 13F Glass Jacobson Investment Advisors llc 99 1 314,29 20 1 900,00
2025-08-07 13F Gryphon Financial Partners LLC 2 823 −5,87 578 −0,69
2025-07-23 13F Valmark Advisers, Inc. 152 102 2,61 31 131 8,26
2025-08-08 13F Turn8 Private Wealth Inc. 5 076 −39,70 1 039 −37,24
2025-07-22 13F Relyea Zuckerberg Hanson LLC 13 584 28,87 2 780 36,01
2025-07-25 13F Wealth Architects, LLC 249 760 5,05 51 118 10,83
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 1 508 0
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 10 535 −2,35 2 156 3,06
2025-06-10 13F Birchbrook, Inc. 0 −100,00 0 −100,00
2025-07-10 13F HWG Holdings LP 0 −100,00 0
2025-07-24 13F MFA Wealth Services 6 220 0,00 1 273 5,56
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 911 551 1,24 187 6,90
2025-08-12 13F Verity & Verity, LLC 11 800 4,62 2 415 10,37
2025-08-14 13F Acas, Llc 3 145 1,13 660 11,68
2025-07-17 13F Johnson Bixby & Associates, LLC 14 002 −4,25 2 866 1,02
2025-07-31 13F Intelligent Financial Strategies 21 995 0,00 4 521 5,95
2025-07-18 13F Pennsylvania Capital Management Inc /adv 1 822 0,00 373 5,38
2025-07-07 13F Centurion Wealth Management LLC 16 801 3,45 3 439 8,11
2025-07-31 13F Hobart Private Capital, LLC 4 248 0,00 869 5,46
2025-08-13 13F Haverford Trust Co 425 568 3,64 87 101 9,34
2025-06-16 13F Peterson Wealth Management 38 917 −26,86 7 549 −27,55
2025-07-28 13F Holistic Planning, LLC 17 038 19,47 3 487 26,07
2025-08-14 13F Comerica Bank 102 728 −4,21 21 025 1,06
2025-08-12 13F Jacobi Capital Management LLC 14 815 −0,04 3 032 5,46
2025-08-14 13F Wexford Capital Lp 6 524 0,00 1 335 5,53
2025-07-08 13F Webster Bank, N. A. 5 458 −1,44 1 117 4,00
2025-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 1 762 0,00 361 5,57
2025-08-12 13F Manchester Capital Management LLC 2 540 8,22 520 14,07
2025-07-24 13F Williams & Novak, LLC 1 734 0,00 355 5,67
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 0 −100,00 0
2025-07-14 13F Financial Advisory Partners, Llc 46 841 13,28 9 587 19,51
2025-08-12 13F MWA Asset Management 1 341 −10,96 274 −6,16
2025-08-12 13F Jpmorgan Chase & Co 3 158 917 −0,67 646 536 4,80
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 10 273 −3,55 2 103 1,74
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 106 0,00 22 5,00
2025-08-11 13F Highview Capital Management LLC/DE/ 6 109 −0,42 1 250 5,04
2025-07-10 13F Burns J W & Co Inc/ny 99 413 7,58 20 347 13,50
2025-07-11 13F Bridge Creek Capital Management LLC 3 293 3,29 674 8,90
2025-08-13 13F Summit Wealth Group Llc / Co 1 162 239
2025-08-13 13F Baird Financial Group, Inc. 650 338 6,66 133 105 12,53
2025-08-13 13F SCS Capital Management LLC 131 887 4,93 27 084 11,08
2025-08-05 13F HFG Advisors, Inc. 3 305 0,00 676 5,46
2025-07-14 13F Financial Enhancement Group LLC 4 044 0,00 833 11,68
2025-08-13 13F Walleye Trading LLC Call 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-05 13F Centennial Bank/AR/ 700 −18,60 143 −13,86
2025-07-15 13F Shulman DeMeo Asset Management LLC 1 886 −0,11 386 5,46
2025-07-29 13F Chicago Partners Investment Group LLC 36 099 1,65 7 520 10,30
2025-08-14 13F Broyhill Asset Management 4 937 0,00 1 010 5,54
2025-07-07 13F Bangor Savings Bank 64 −70,91 13 −69,05
2025-07-16 13F EdgeRock Capital LLC 4 271 874
2025-08-08 13F Mjp Associates Inc /adv 274 684 3,15 56 220 8,83
2025-08-12 13F Franklin Resources Inc 442 169 −2,13 90 499 3,26
2025-07-08 13F Atwood & Palmer Inc 336 0,00 69 4,62
2025-08-18 13F Hollencrest Capital Management 36 372 0,00 7 444 5,51
2025-08-13 13F Walleye Trading LLC Put 0 −100,00 0
2025-07-15 13F Kwmg, Llc 14 420 −4,80 2 951 0,44
2025-07-22 13F Berkshire Money Management, Inc. 284 097 0,19 58 146 5,71
2025-07-28 13F Revolve Wealth Partners, LLC 5 203 0,00 1 065 5,45
2025-07-31 13F Gallagher Capital Advisors, LLC 1 714 −5,82 357 1,13
2025-07-16 13F Holland Advisory Services, Inc. 1 780 0,00 364 5,51
2025-07-17 13F CWA Asset Management Group, LLC 4 114 35,37 842 42,95
2025-07-30 13F Sonata Capital Group Inc 12 818 −1,73 3 0,00
2025-04-23 13F Security National Bank 0 −100,00 0
2025-08-15 13F Howland Capital Management Llc 3 221 0,00 662 6,09
2025-05-02 13F BluePointe Capital Management, LLC 9 713 20,24 1 884 19,17
2025-07-17 13F XML Financial, LLC 6 183 9,18 1 265 15,21
2025-07-22 13F Cedar Mountain Advisors, LLC 201 0,00 41 7,89
2025-07-25 13F RHS Financial, LLC 1 662 0,00 340 5,59
2025-08-06 13F Paulson Wealth Management Inc. 1 621 0,00 332 5,41
2025-07-17 13F Sound Income Strategies, LLC 1 217 −2,41 249 3,32
2025-08-14 13F Camden Capital, LLC 2 639 33,15 540 40,63
2025-07-10 13F Ferguson Wellman Capital Management, Inc 3 148 −0,16 644 5,40
2025-07-29 13F Wealthstream Advisors, Inc. 1 938 3,75 397 9,39
2025-08-08 13F Tanglewood Legacy Advisors, LLC 2 658 0,00 544 5,63
2025-07-14 13F Baring Financial LLC 8 556 1,33 1 751 6,90
2025-07-25 13F Stephens Consulting, LLC 21 753 545,87 4 452 581,78
2025-08-01 13F Stuart Chaussee & Associates, Inc. 410 0,00 84 5,06
2025-07-30 13F Wbh Advisory Inc 7 977 −9,18 1 633 −4,17
2025-07-24 13F Vantage Point Financial LLC 1 041 0,00 213 5,97
2025-07-28 13F Perfromance Wealth Partners, LLC 324 150 0,91 66 344 6,46
2025-08-14 13F IHT Wealth Management, LLC 35 290 −7,34 7 223 −2,25
2025-07-09 13F Divergent Planning, LLC 25 632 5 246
2025-08-12 13F Aspiring Ventures, LLC 1 528 0,00 313 6,48
2025-08-13 13F Meridian Wealth Partners, LLC 2 295 −10,42 470 −5,44
2025-08-11 13F Madison Asset Management, LLC 11 557 −60,90 2 365 −58,75
2025-08-11 13F Wealthspire Advisors, LLC 76 078 −1,20 15 571 4,24
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-07-28 13F Ritholtz Wealth Management 13 156 0,52 2 693 6,07
2025-08-06 13F True Wealth Design, LLC 339 −35,43 69 −31,68
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 16 371 −2,50 3 351 2,86
2025-08-11 13F Lowe Brockenbrough & Co Inc 6 022 7,11 1 233 13,03
2025-08-08 13F Firestone Capital Management 141 553 −0,81 28 972 4,65
2025-05-09 13F Delta Financial Group, Inc. 2 143 0,14 0
2025-07-30 13F Fingerlakes Wealth Management, Inc. 2 260 −0,09 462 5,48
2025-07-14 13F Proathlete Wealth Management Llc 173 35
2025-07-22 13F Team Financial Group, LLC 198 41
2025-07-10 13F Shira Ridge Wealth Management 26 122 −4,02 5 346 1,27
2025-07-31 13F B & T Capital Management DBA Alpha Capital Management 0 −100,00 0
2025-07-29 13F Angeles Wealth Management, Llc 8 572 −2,89 1 754 2,45
2025-07-31 13F Cornerstone Management, Inc. 13 147 45,22 2 691 53,19
2025-07-17 13F Investment Research & Advisory Group, Inc. 0 −100,00 0
2025-08-14 13F Hancock Whitney Corp 1 993 47,08 408 55,34
2025-08-13 13F Natixis Advisors, L.p. 83 384 14,11 17 21,43
2025-07-15 13F Bnc Wealth Management, Llc 9 046 19,64 1 851 26,26
2025-07-31 13F City State Bank 38 935 1,19 7 969 6,75
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 18 968 −0,22 3 882 5,29
2025-07-24 13F Blue Zone Wealth Advisors, LLC 2 410 10,05 493 16,27
2025-08-04 13F One Day In July LLC 28 345 1,73 5 801 7,33
2025-08-06 13F Adviser Investments LLC 98 816 −3,82 20 225 1,47
2025-07-29 13F Private Wealth Management Group, LLC 320 0,00 65 4,84
2025-07-18 13F Tanager Wealth Management LLP 2 508 −8,10 514 −3,02
2025-08-12 13F Goepper Burkhardt LLC 108 447 1,86 22 196 7,46
2025-08-07 13F Hughes Financial Services, LLC 22 319 1,88 4 618 8,84
2025-07-11 13F Thomasville National Bank 47 787 −8,43 9 781 −3,39
2025-08-13 13F Valued Retirements, Inc. 3 541 −13,78 725 −9,05
2025-07-21 13F Ashton Thomas Securities, Llc 6 188 0,00 1 266 5,50
2025-08-12 13F South Plains Financial, Inc. 2 856 0,00 585 5,42
2025-08-15 13F United Services Automobile Association 10 867 −3,16 2 224 2,21
2025-07-28 13F Duncker Streett & Co Inc 7 775 −8,40 1 591 −3,34
2025-08-13 13F Baker Avenue Asset Management, LP 2 530 −0,04 518 5,51
2025-07-11 13F Kingstone Capital Partners Texas, LLC 336 934 59
2025-07-18 13F Parsons Capital Management Inc/ri 26 259 1,59 5 375 7,18
2025-08-14 13F Betterment LLC 143 685 7,94 29 16,00
2025-07-15 13F Charter Capital Management, LLC\DE 12 177 2 492
2025-07-22 13F DBK Financial Counsel, LLC 5 704 −17,80 1 167 −13,30
2025-08-14 13F Two Sigma Investments, Lp 123 503 −15,64 25 277 −11,00
2025-08-07 13F Allworth Financial LP 156 340 9,16 31 998 18,62
2025-07-29 13F Stratos Wealth Advisors, LLC 54 875 0,92 11 231 6,48
2025-08-12 13F Weitzel Financial Services, Inc. 1 357 7,10 281 18,14
2025-08-06 13F Robinson Smith Wealth Advisors Llc 10 509 3,75 2 151 9,47
2025-07-21 13F River Street Advisors LLC 2 489 2,89 509 8,53
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 94 295 −1,43 19 299 4,00
2025-07-15 13F Cora Capital Advisors Llc 23 272 1,27 4 763 6,87
2025-04-11 13F Principia Wealth Advisory, LLC 0 −100,00 0 −100,00
2025-07-17 13F Chicago Capital, LLC 8 428 5,91 1 725 11,73
2025-08-15 13F Fidelity D & D Bancorp Inc 25 026 13,62 5 122 19,90
2025-08-05 13F Crestwood Advisors Group LLC 51 041 −0,79 10 447 4,67
2025-07-22 13F Legacy Trust 4 447 −4,59 910 0,66
2025-08-08 13F WP Advisors, LLC 1 523 0,00 312 5,42
2025-07-22 13F BridgePort Financial Solutions, LLC 16 658 0,24 3 409 5,77
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0 −100,00
2025-08-07 13F McClarren Financial Advisors, Inc. 32 809 34,14 6 715 111 800,00
2025-07-25 13F Yarger Wealth Strategies, Llc 0 −100,00 0
2025-08-01 13F Zhang Financial LLC 20 122 0,90 4 118 6,46
2025-07-22 13F Penobscot Investment Management Company, Inc. 2 480 4,20 508 9,98
2025-07-09 13F Sandy Cove Advisors, LLC 48 602 −5,38 9 947 −0,17
2025-08-04 13F Waterfront Wealth Inc. 2 197 39,14 450 46,73
2025-08-12 13F Solano Wealth Investment Advisors LLC 1 000 205
2025-08-13 13F American Money Management, LLC 3 125 0,00 640 5,45
2025-05-15 13F Wealth Management Strategies, Inc. 3 017 0,50 585 11 600,00
2025-07-08 13F Mad River Investors 6 200 0,00 1 269 5,49
2025-08-11 13F Frank, Rimerman Advisors LLC 6 715 0,01 1 374 5,53
2025-07-09 13F Lbmc Investment Advisors, Llc 3 888 7,37 796 13,25
2025-08-15 13F SkyView Investment Advisors, LLC 21 335 0,00 4 0,00
2025-04-22 13F Cordant, Inc. 0 −100,00 0
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 4 776 1,60 978 7,24
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 1 725 65,87 353 75,12
2025-07-31 13F FSM Wealth Advisors, LLC 3 106 181,60 641 200,94
2025-07-15 13F First City Capital Management, Inc. 1 125 −1,32 230 4,07
2025-07-17 13F Stockman Wealth Management, Inc. 1 630 −9,29 334 −4,31
2025-08-13 13F Gateway Wealth Partners, LLC 10 712 9,09 2 192 15,13
2025-08-12 13F Winnow Wealth Llc 1 013 207
2025-07-30 13F Nottingham Advisors, Inc. 3 599 −1,10 737 4,40
2025-07-22 13F Beacon Financial Advisory LLC 26 952 3,14 5 516 8,82
2025-07-11 13F Pinnacle Bancorp, Inc. 16 567 1,29 3 391 6,87
2025-07-30 13F White Lighthouse Investment Management Inc. 51 844 1,62 10 611 7,22
2025-08-08 13F Francis Financial, Inc. 1 190 0,00 244 5,65
2025-07-11 13F Wealth Management Partners, LLC 1 854 0,00 383 6,41
2025-07-21 13F Crews Bank & Trust 143 351 5,47 29 340 11,28
2025-04-30 13F Sofos Investments, Inc. 55 11
2025-08-05 13F Seelaus Asset Management LLC 1 869 −3,31 383 2,14
2025-08-11 13F Amara Financial, Llc. 80 453 1,20 16 466 6,77
2025-07-25 13F Johnson Investment Counsel Inc 57 695 −0,94 11 808 4,51
2025-07-24 13F JB Capital LLC 2 896 −5,61 593 −0,50
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-08-13 13F Advisory Research Inc 12 868 0,00 2 634 5,49
2025-08-11 13F GW&K Investment Management, LLC 140 −26,32 0
2025-05-13 13F Alliance Wealth Advisors, LLC /UT 0 −100,00 0
2025-07-30 13F Paragon Financial Partners, Inc. 2 172 0,00 445 5,46
2025-08-04 13F Balentine LLC 1 183 0,00 242 5,68
2025-08-13 13F Gamco Investors, Inc. Et Al 4 854 993
2025-08-11 13F Great Lakes Advisors, Llc 11 831 0,66 2 421 6,18
2025-08-05 13F Continuum Wealth Advisors, Llc 1 978 0,00 405 5,48
2025-07-16 13F Crowley Wealth Management, Inc. 2 489 16,80 509 23,24
2025-08-06 13F Hallmark Capital Management Inc 245 0,00 50 6,38
2025-08-14 13F Full Sail Capital, LLC 1 073 1,80 220 7,35
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 101 630 2,79 20 801 8,45
2025-08-11 13F Morling Financial Advisors, LLC 4 572 −2,01 936 3,31
2025-08-13 13F Balanced Wealth Group Llc 3 828 0,39 789 6,63
2025-07-15 13F Kagan Cocozza Asset Management 39 783 1,81 8 142 7,41
2025-08-06 13F Columbia River Financial Group, LLC 26 031 9,92 5 25,00
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 952 0,00 196 5,98
2025-07-14 13F Acropolis Investment Management, LLC 1 614 1,70 330 7,49
2025-08-12 13F CIBC Private Wealth Group, LLC 69 212 −3,00 14 166 14,28
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 227 569 −1,51 46 577 3,91
2025-07-31 13F Fiduciary Wealth Partners, LLC 0 0
2025-08-05 13F Key FInancial Inc 2 278 −1,94 466 3,56
2025-07-14 13F Bank & Trust Co 30 0,00 6 20,00
2025-07-17 13F Janney Montgomery Scott LLC 547 347 0,94 112 6,67
2025-07-18 13F Madrona Financial Services, LLC 2 146 0,00 439 5,53
2025-08-14 13F Fiduciary Trust Co 25 822 −4,36 5 285 0,90
2025-07-11 13F Cypress Financial Planning Llc 38 361 −2,79 7 851 2,57
2025-07-24 13F Capital Advisors, Ltd. LLC 150 712 −2,81 31 0,00
2025-07-17 13F Wolff Wiese Magana Llc 1 333 0,00 273 5,43
2025-07-18 13F Philip James Wealth Mangement, LLC 6 823 −0,39 1 396 5,12
2025-07-23 13F Mainsail Asset Management, Llc 18 895 −0,68 3 867 4,80
2025-07-23 13F L.K. Benson & Company, P.C. 2 819 −16,87 577 −12,18
2025-07-24 13F Callan Family Office, LLC 7 016 4,47 1 436 10,22
2025-08-06 13F SOUTH STATE Corp 101 971 −1,54 20 871 3,88
2025-08-15 13F Northeast Financial Consultants Inc 645 156 0,97 132 044 6,53
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 1 022 209
2025-08-13 13F Royal Fund Management, LLC 14 941 0,73 3 062 5,81
2025-08-12 13F Ameritas Investment Partners, Inc. 361 0,00 74 4,29
2025-07-29 13F Aull & Monroe Investment Management Corp 1 030 211
2025-05-15 13F Benchmark Investment Advisors LLC 1 797 0,11 349 −0,85
2025-08-12 13F Strategic Advisors LLC 1 640 336
2025-07-09 13F Westbourne Investments, Inc. 3 193 −5,62 654 −0,46
2025-08-04 13F UNIVEST FINANCIAL Corp 3 522 0,00 721 5,42
2025-04-09 13F Compass Investment Advisers LLC 22 110 4 330
2025-08-12 13F Councilmark Asset Management, LLC 31 685 2,81 6 485 8,46
2025-07-22 13F Belpointe Asset Management LLC 12 521 11,28 2 563 17,42
2025-07-09 13F Sandbox Financial Partners, LLC 45 959 −0,61 9 406 4,86
2025-07-25 13F Priebe Wealth Holdings LLC 2 495 0,00 511 5,37
2025-08-12 13F Ascent Wealth Partners, LLC 3 968 0,00 812 5,59
2025-08-12 13F Private Management Group Inc 6 024 47,86 1 233 55,95
2025-07-28 13F Davidson Trust Co 2 072 0,00 424 5,74
2025-08-14 13F Marathon Capital Management 1 169 0,00 239 5,75
2025-04-17 13F Searcy Financial Services Inc /adv 0 −100,00 0
2025-08-08 13F Bailard, Inc. 17 342 366,06 3 549 392,23
2025-07-11 13F Seacrest Wealth Management, Llc 17 301 −1,79 3 541 3,60
2025-07-16 13F ORG Partners LLC 6 742 −11,67 1 389 −6,02
2025-07-25 13F Sequoia Financial Advisors, LLC 249 241 29,72 51 012 36,86
2025-08-06 13F Golden State Wealth Management, LLC 26 802 7,93 5 486 13,87
2025-07-28 13F Patten & Patten Inc/tn 4 735 5,98 969 11,89
2025-07-11 13F Rockwood Wealth Management, LLC 3 500 0,00 716 5,45
2025-07-14 13F Gries Financial Llc 1 185 243
2025-07-22 13F Jamison Private Wealth Management, Inc. 3 102 51,39 635 59,70
2025-07-10 13F Kmg Fiduciary Partners, Llc 4 425 0,00 906 5,48
2025-08-14 13F Ambassador Advisors, LLC 1 802 1,46 369 6,98
2025-08-12 13F SRS Capital Advisors, Inc. 13 202 1,56 6 671 164,62
2025-08-08 13F Kaizen Financial Strategies 16 253 −6,15 3 327 −0,98
2025-07-31 13F Conservest Capital Advisors, Inc. 19 015 −0,51 3 892 4,96
2025-07-17 13F Consolidated Capital Management, Llc 110 034 6,16 22 521 12,01
2025-08-11 13F Independent Advisor Alliance 4 308 65,76 882 74,80
2025-08-08 13F Petix & Botte Co 10 557 −24,06 2 161 −19,88
2025-08-14 13F First Foundation Advisors 2 619 −16,03 536 −11,40
2025-07-16 13F John W. Brooker & Co., CPAs 0 −100,00 0
2025-08-14 13F Hamilton Capital, LLC 1 564 1,30 320 7,02
2025-04-18 13F Financial Partners Group, LLC 0 −100,00 0
2025-08-12 13F Forum Private Client Group LLC 26 309 −2,01 5 385 3,38
2025-07-10 13F Kozak & Associates, Inc. 82 1,23 17 6,67
2025-07-17 13F Venture Visionary Partners LLC 91 704 2,19 18 769 7,82
2025-08-07 13F Donaldson Capital Management, Llc 44 130 −10,32 9 032 −5,37
2025-07-08 13F Madison Park Capital Advisors, LLC 7 832 −0,14 1 603 5,39
2025-07-02 13F Helen Stephens Group, LLC 32 740 −8,60 6 701 −3,57
2025-08-04 13F IFG Advisory, LLC 49 022 −1,11 10 033 4,34
2025-08-12 13F/A Brightwater Advisory LLC 29 948 −1,16 6 130 4,29
2025-08-13 13F Trustmark National Bank Trust Department 2 955 0,00 605 5,41
2025-08-04 13F JDM Financial Group LLC 293 0,00 60 5,36
2025-07-15 13F BCS Wealth Management 3 153 14,53 1
2025-08-14 13F Ancora Advisors, LLC 68 583 7,27 14 037 13,18
2025-07-16 13F Embree Financial Group 18 354 0,00 3 757 5,51
2025-07-29 13F TFC Financial Management 188 526,67 39 660,00
2025-07-30 13F Wallace Advisory Group, LLC 0 −100,00 0
2025-07-18 13F SimpliFi, Inc. 59 939 0,04 12 268 5,55
2025-08-13 13F Arjuna Capital 1 028 210
2025-07-18 13F Heritage Financial Services, LLC 3 481 0,00 712 5,48
2025-08-04 13F Creative Financial Designs Inc /adv 8 446 −1,34 1 729 4,10
2025-08-14 13F/A Rockefeller Capital Management L.P. 735 554 −0,05 152 843 7,06
2025-07-15 13F IMS Capital Management 9 844 0,32 2 015 5,83
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-08-11 13F TAGStone Capital, Inc. 6 447 16,92 1 336 133 400,00
2025-07-30 13F Alexis Investment Partners, LLC 40 256 0,19 8 187 5,90
2025-07-16 13F Perigon Wealth Management, LLC 65 364 1,18 13 378 6,74
2025-04-30 13F J Hagan Capital, Inc. 6 714 1 315
2025-08-07 13F Everhart Financial Group, Inc. 6 050 228,09 1 238 246,78
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0 −100,00
2025-08-08 13F King Wealth 1 168 0,00 0
2025-08-13 13F Aspire Growth Partners LLC 2 394 47,60 490 57,56
2025-08-12 13F Clearwater Capital Advisors, LLC 1 045 −1,42 214 3,90
2025-07-30 13F First Citizens Bank & Trust Co 6 147 0,59 1 258 6,16
2025-07-21 13F Old Second National Bank Of Aurora 2 177 7,40 446 13,23
2025-08-05 13F Sage Capital Management, LLC 3 443 0,00 705 5,39
2025-08-14 13F Jane Street Group, Llc Call 121 900 137,62 24 949 150,72
2025-07-14 13F Iams Wealth Management, Llc 2 376 486
2025-07-15 13F Ballentine Partners, LLC 201 991 2,41 41 341 8,05
2025-08-14 13F Jane Street Group, Llc Put 4 600 941
2025-07-23 13F Lansing Street Advisors 7 424 0,00 1 526 5,90
2025-07-24 13F Drucker Wealth 3.0, LLC 82 331 −13,58 17 024 −7,88
2025-08-11 13F Advisor Resource Council 7 991 −91,79 1 636 −90,57
2025-07-25 13F Lion Street Advisors, LLC 12 152 0,00 2 487 5,52
2025-08-07 13F Palisade Asset Management, LLC 5 625 −0,02 1 151 5,50
2025-08-12 13F J.w. Cole Advisors, Inc. 126 875 92,92 25 968 103,55
2025-08-12 13F Argent Trust Co 15 953 3,00 3 265 8,69
2025-07-28 13F Arlington Financial Advisors, LLC 0 −100,00 0
2025-07-29 13F Aspiriant, Llc 964 064 0,96 197 314 6,52
2025-08-07 13F Navellier & Associates Inc 1 759 0,00 360 6,21
2025-07-24 13F Us Bancorp \de\ 257 907 9,25 52 786 15,26
2025-07-21 13F Credential Qtrade Securities Inc. 836 153
2025-08-26 13F/A Thrivent Financial For Lutherans 9 935 −17,86 2 0,00
2025-07-08 13F Silverleafe Capital Partners, LLC 1 126 0,00 230 5,50
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 31 510 −0,21 6 449 5,29
2025-07-17 13F Beacon Capital Management, LLC 5 822 −14,32 1 192 −9,64
2025-08-08 13F Thrive Capital Management, LLC 8 748 61,85 1 790 70,80
2025-08-13 13F Fisher Asset Management, LLC 4 015 −35,89 822 −32,37
2025-08-14 13F Mercer Global Advisors Inc /adv 470 633 5,41 96 326 11,23
2025-07-07 13F Trust Co Of Oklahoma 3 225 0,00 660 5,60
2025-06-03 13F Invst, LLC 5 263 −4,08 1 021 −5,03
2025-07-29 13F JTC Employer Solutions Trusteee Ltd 1 375 0,00 0
2025-07-09 13F WealthCare Investment Partners, LLC 5 527 −0,81 1 149 14,46
2025-07-28 13F Elmwood Wealth Management, Inc. 5 513 −1,78 1 128 3,68
2025-04-11 13F Safeguard Financial, LLC 5 490 −1,58 1 065 −2,47
2025-08-14 13F/A Skopos Labs, Inc. 2 528 44,21 517 52,06
2025-08-14 13F Stifel Financial Corp 1 062 540 0,49 217 477 6,02
2025-07-31 13F McCarthy Asset Management, Inc. 121 836 −1,80 24 936 3,61
2025-07-09 13F Catalyst Private Wealth, Llc 1 915 1,06 392 6,54
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 688 −4,04 141 0,72
2025-07-24 13F Baldwin Brothers Inc/ma 5 500 0,00 1 126 5,53
2025-07-17 13F Guyasuta Investment Advisors Inc 1 061 0,76 217 6,37
2025-08-12 13F White Pine Capital Llc 2 077 0,00 425 5,72
2025-08-14 13F Becker Capital Management Inc 12 090 4,95 2 485 11,19
2025-07-31 13F 180 Wealth Advisors, Llc 44 987 −1,64 9 207 3,95
2025-08-11 13F One Capital Management, LLC 1 952 52,26 400 60,89
2025-08-13 13F Icapital Wealth Llc 19 675 3,09 4 027 8,75
2025-08-05 13F Westside Investment Management, Inc. 33 277 2,21 6 816 7,93
2025-07-08 13F Next Level Private LLC 1 172 0,00 240 5,29
2025-07-11 13F Annex Advisory Services, LLC 99 004 −8,36 20 263 −3,32
2025-07-18 13F Northstar Group, Inc. 41 652 −2,41 8 525 2,96
2025-07-30 13F Cullen/frost Bankers, Inc. 1 956 5,22 400 11,11
2025-08-07 13F Nwam Llc 11 680 9,98 2 391 16,02
2025-07-02 13F Doliver Advisors, Lp 2 050 0,00 420 5,54
2025-08-12 13F BlueStem Wealth Partners, LLC 4 025 −6,98 824 −1,91
2025-07-25 13F Keener Financial Planning LLC 90 0,00 0
2025-08-14 13F Glen Eagle Advisors, LLC 15 484 −2,17 3 169 3,22
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 5 826 −64,82 1 192 −62,89
2025-07-31 13F Sentinel Trust Co Lba 1 455 0,00 0
2025-08-12 13F Accredited Wealth Management, LLC 25 230 0,83 5 186 6,82
2025-07-25 13F Almanack Investment Partners, LLC. 1 365 279
2025-08-13 13F Dana Investment Advisors, Inc. 2 164 0,00 443 5,49
2025-07-18 13F Trilogy Capital Inc. 20 127 −1,49 4 119 3,94
2025-07-23 13F Madden Advisory Services, Inc. 20 510 −3,51 4 198 1,79
2025-07-16 13F Signaturefd, Llc 2 031 392 3,48 415 765 9,18
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-29 13F Kelman-Lazarov, Inc. 7 602 0,00 1 556 5,50
2025-08-05 13F Huntington National Bank 7 298 4,65
2025-07-30 13F Dupree Financial Group, LLC 16 901 −0,56 3 459 4,95
2025-08-06 13F Vantage Financial Partners, LLC 9 569 1,20 1 959 6,76
2025-07-29 13F Signature Estate & Investment Advisors Llc 63 424 −0,86 12 981 4,61
2025-07-23 13F Stonegate Investment Group, LLC 15 032 1,27 3 077 6,84
2025-08-07 13F/A Joseph Group Capital Management 9 581 −4,76 1 961 0,46
2025-07-16 13F Amarillo National Bank 1 090 0,00 223 5,69
2025-04-22 13F Hill Island Financial Llc 0 −100,00 0
2025-08-05 13F Hapanowicz & Associates Financial Services, Inc 83 588 0,47 17 108 6,01
2025-08-13 13F American Investment Services, Inc. 1 355 −34,86 277 −31,27
2025-07-15 13F Sheets Smith Wealth Management 23 742 −0,13 4 859 5,38
2025-08-07 13F Birchcreek Wealth Management, LLC 7 502 0,00 1 535 5,50
2025-07-17 13F Prepared Retirement Institute LLC 103 377 −2,31 21 158 3,06
2025-08-11 13F FSA Wealth Management LLC 340 0,00 70 6,15
2025-08-13 13F Tobias Financial Advisors, Inc. 14 912 −0,18 3 052 5,31
2025-08-14 13F Sequent Planning LLC 3 975 0,71 814 6,27
2025-08-15 13F Lantern Wealth Advisors, LLC 3 933 −28,62 805 −25,49
2025-08-05 13F Sigma Planning Corp 39 774 1,95 8 141 7,56
2025-07-25 13F Gibson Capital, LLC 27 539 −0,07 5 636 5,44
2025-07-21 13F J2 Capital Management Inc 4 683 3,45 958 9,11
2025-07-22 13F Stanich Group LLC 8 688 −4,72 1 792 1,36
2025-08-14 13F Price T Rowe Associates Inc /md/ 1 928 0,00 0
2025-06-26 NP FLCE - Frontier Asset U.S. Large Cap Equity ETF 27 144 9,43 5 185 3,39
2025-08-14 13F Smartleaf Asset Management LLC 8 820 0,43 1 798 6,71
2025-07-18 13F Columbia Asset Management 19 475 −7,40 3 986 −2,30
2025-07-29 13F Activest Wealth Management 15 0,00 3 0,00
2025-08-14 13F Core Wealth Advisors, Inc. 5 810 11,52 1 189 17,72
2025-07-22 13F Hickory Asset Management, Inc. 16 783 −2,21 3 435 3,18
2025-06-26 NP FARX - Frontier Asset Absolute Return ETF 1 100 −6,38 210 −11,39
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-07-22 13F Accel Wealth Management 13 807 0,43 2 826 5,92
2025-08-07 13F Americana Partners, LLC 115 018 27,26 23 541 34,27
2025-07-30 13F Retirement Planning Group 161 534 −11,34 33 061 −6,46
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11 344 −8,16 2 322 −3,13
2025-07-28 13F Private Wealth Asset Management, LLC 2 112 18,79 432 25,58
2025-08-14 13F Note Advisors, LLC 7 554 7,99 1 546 14,01
2025-08-04 13F Kovack Advisors, Inc. 20 763 3,56 4 250 9,26
2025-08-08 13F Bouchey Financial Group Ltd 1 518 −0,26 311 5,42
2025-07-14 13F Masso Torrence Wealth Management Inc. 3 026 0,00 619 5,45
2025-08-07 13F Fidelis Capital Partners, LLC 11 111 3,18 2 299 13,15
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 28 650 −2,25 5 843 2,78
2025-08-14 13F Pecaut & Co. 54 747 1,71 11 205 7,31
2025-07-14 13F Chapin Davis, Inc. 1 639 0,00 335 5,68
2025-08-13 13F Grove Street Fiduciary, LLC 34 772 12,75 7 117 18,96
2025-05-07 13F Spectrum Wealth Counsel, LLC 294 −8,41 57 −9,68
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 20 783 −3,05 4 254 2,28
2025-08-06 13F Financial Advisory Corp /ut/ /adv 38 333 −45,78 8 −46,15
2025-08-13 13F Transce3nd, LLC 370 −5,85 76 −1,32
2025-07-23 13F Charter Trust Co 995 204
2025-07-02 13F Marotta Asset Management 0 −100,00 0
2025-07-21 13F New Century Financial Group, LLC 1 090 −45,12 223 −42,08
2025-05-08 13F Us Financial Advisors, Llc 1 049 0,00 203 −0,98
2025-07-07 13F Kings Path Partners LLC 1 540 0,00 315 5,70
2025-07-18 13F Ledgewood Wealth Advisors, LLC 6 006 −1,78 1 229 3,63
2025-07-31 13F Buckingham Strategic Partners 70 394 −1,79 14 408 3,62
2025-08-13 13F Orleans Capital Management Corp/la 2 536 0,00 519 5,70
2025-08-12 13F Laurel Wealth Advisors LLC 35 551 585 20 718,40 174 −99,48
2025-07-16 13F Formidable Asset Management, LLC 16 747 0,00 3 249 0,00
2025-08-28 13F Stark Wealth Management LLC 1 081 221
2025-07-22 13F Dougherty Wealth Advisers LLC 250 0,00 51 6,25
2025-08-11 13F Atlantic Private Wealth, LLC 267 0,00 55 5,88
2025-08-12 13F AIMZ Investment Advisors, LLC 7 742 −9,28 1 585 −4,29
2025-08-08 13F Kingsview Wealth Management, LLC 84 423 −0,97 17 279 4,49
2025-08-08 13F Burling Wealth Partners, Llc 12 711 −7,29 2 602 −2,18
2025-09-05 13F/A Prospera Capital Management, LLC 4 266 0,00 877 5,93
2025-07-22 13F Berger Financial Group, Inc 5 037 6,97 1 031 12,81
2025-07-18 13F Marino, Stram & Associates Llc 23 888 0,20 4 889 5,73
2025-08-12 13F Integrated Advisors Network LLC 104 010 −0,49 21 288 4,99
2025-08-06 13F Thompson Siegel & Walmsley Llc 4 711 23,75 1
2025-08-12 13F PKS Advisory Services, LLC 1 443 4,11 295 10,07
2025-08-05 13F Fourth Dimension Wealth, LLC 6 0,00 1 0,00
2025-07-24 13F True Link Financial Advisors, LLC 138 197 12 054,53 28 285 12 756,36
2025-08-07 13F Midwest Trust Co 18 905 3 869
2025-07-16 13F/A CX Institutional 1 094 0,00 0
2025-08-08 13F ProVise Management Group, LLC 138 385 −2,23 28 323 3,15
2025-07-15 13F Pitti Group Wealth Management, LLC 10 846 5,81 2 220 11,62
2025-07-28 13F Dash Acquisitions Inc. 1 321 0,00 275 6,18
2025-05-15 13F Two Sigma Securities, Llc 0 −100,00 0
2025-07-09 13F Wolff Financial Management Llc 6 183 0,00 1 0,00
2025-07-30 13F Forum Financial Management, LP 6 994 0,40 1 432 5,92
2025-07-22 13F Mascoma Wealth Management LLC 38 536 3,28 7 887 8,97
2025-08-27 NP Advanced Series Trust - Ast Advanced Strategies Portfolio 320 692 0,00 65 636 5,51
2025-07-25 13F LRI Investments, LLC 10 124 −0,11 2 072 5,39
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 3 550 0,00 727 5,52
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 190 134 0,03 38 915 5,85
2025-07-31 13F Leavell Investment Management, Inc. 60 958 −0,84 12 528 5,05
2025-07-31 13F Sage Mountain Advisors LLC 4 527 0,00 927 5,47
2025-07-30 13F D.a. Davidson & Co. 182 747 2,14 37 403 7,77
2025-08-19 13F Anchor Investment Management, LLC 12 788 0,22 2 617 5,74
2025-08-05 13F Cherry Tree Wealth Management, LLC 2 462 −0,44 504 5,01
2025-07-17 13F Northwest Wealth Management, Llc 5 041 −1,64 1 032 3,72
2025-08-08 13F Tortoise Investment Management, LLC 1 550 0,00 317 5,67
2025-07-29 NP JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 24 549 37,19 4 859 33,68
2025-07-28 13F Bridges Investment Management Inc 4 781 0,00 979 5,50
2025-07-23 13F Schrum Private Wealth Management LLC 5 109 16,75 1 046 23,09
2025-07-18 13F Naples Global Advisors, Llc 3 169 0,00 651 6,03
2025-07-24 13F Gilliland Jeter Wealth Management LLC 45 612 −0,05 9 335 5,46
2025-08-14 13F Keebeck Wealth Management, LLC 1 121 −25,07 230 −20,69
2025-08-19 13F Newbridge Financial Services Group, Inc. 1 717 2,20 351 8,00
2025-08-06 13F Wsfs Capital Management, Llc 60 774 −1,45 12 439 3,97
2025-07-29 13F Wingate Wealth Advisors, Inc. 9 580 17,27 1 961 23,74
2025-07-18 13F Access Financial Services, Inc. 2 492 5,73 510 11,60
2025-08-14 13F Fairview Capital Investment Management, Llc 3 797 −3,63 777 1,70
2025-07-15 13F GSB Wealth Management, LLC 4 710 0,56 964 6,06
2025-07-22 13F Windward Private Wealth Management Inc. 37 716 −0,40 7 719 5,09
2025-07-21 13F Syntax Research, Inc. 758 0,00 155 5,44
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 1 521 −1,81 311 3,67
2025-08-12 13F Viawealth, Llc 6 001 −8,14 1 228 −3,08
2025-07-23 13F Woodside Wealth Management LLC 1 481 0,00 303 5,57
2025-07-10 13F Orgel Wealth Management, LLC 3 946 84,57 808 94,93
2025-07-30 13F Bleakley Financial Group, LLC 32 878 184,04 6 729 199,73
2025-08-07 13F Apeiron RIA LLC 3 297 79,58 675 89,33
2025-08-04 13F Cottage Street Advisors LLC 1 224 0,00 250 5,49
2025-07-24 13F Bernard Wealth Management Corp. 13 0,00 3 0,00
2025-07-08 13F Gillespie Robinson & Grimm Inc 8 402 3,38 1 720 9,07
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 2 103 −2,77 430 2,63
2025-08-05 13F Levin Capital Strategies, L.p. 24 038 0,00 4 920 5,49
2025-08-18 13F Pacific Center for Financial Services 2 276 1,56 466 7,14
2025-07-24 13F Mengis Capital Management, Inc. 2 589 −0,84 530 4,74
2025-08-12 13F Eldridge Investment Advisors, Inc. 11 354 −0,74 2 324 4,69
2025-07-30 13F Studio Investment Management Llc 145 259 0,57 29 857 6,55
2025-07-31 13F MN Wealth Advisors, LLC 2 229 −32,17 456 −28,41
2025-08-12 13F Prudential Plc 0 −100,00 0
2025-08-14 13F Cascades Capital Asset Management, LLC 88 225 17,85 18 057 24,34
2025-07-28 13F Nadler Financial Group, Inc. 7 669 0,00 1 570 5,51
2025-07-14 13F Caitlin John, LLC 1 582 0,25 324 5,90
2025-07-02 13F Howard Financial Services, Ltd. 184 727 −0,59 37 808 4,89
2025-07-17 13F/A Capital Investment Advisors, LLC 55 037 0,62 11 264 6,16
2025-07-11 13F Capital Advantage, Inc. 113 525 −4,56 23 235 −0,24
2025-08-08 13F 1776 Wealth LLC 2 360 0,00 483 5,69
2025-08-04 13F Hicks Capital Management Llc 11 416 −8,86 2 337 −3,83
2025-08-05 13F Beckerman Institutional, LLC 2 736 0,00 1
2025-07-17 13F San Luis Wealth Advisors LLC 41 198 11,58 8 14,29
2025-07-18 13F Chelsea Counsel Co 88 0,00 18 5,88
2025-08-08 13F Phoenix Wealth Advisors 987 202
2025-08-27 13F Seneca Financial Advisors LLC 147 516 0,56 30 192 6,10
2025-08-12 13F Financial Advocates Investment Management 5 042 −86,65 1 032 −85,92
2025-07-30 13F Princeton Global Asset Management LLC 743 −27,86 152 −23,62
2025-08-01 13F Yukon Wealth Management, Inc. 48 950 23,87 10 019 30,68
2025-08-15 13F High Falls Advisors, Inc 1 735 11,58 355 17,94
2025-08-12 13F FourThought Financial Partners, LLC 1 963 0,00 402 5,53
2025-08-14 13F Toroso Investments, LLC 24 895 −14,90 5 095 −10,20
2025-07-24 13F Morton Brown Family Wealth, LLC 262 0,00 54 6,00
2025-07-16 13F Spirepoint Private Client, Llc 57 173 169,16 11 702 184,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 1 521 216 5,13 311 348 10,91
2025-07-28 13F Founders Grove Wealth Partners, Llc 1 923 8,34 394 14,24
2025-08-19 13F Asset Dedication, LLC 3 250 17,97 665 24,53
2025-07-11 13F Phillips Wealth Planners LLC 2 550 −2,15 525 9,15
2025-07-11 13F Enhancing Capital LLC 1 400 0,00 287 5,54
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 115 054 14,17 23 548 20,46
2025-08-11 13F Brown Brothers Harriman & Co 46 730 9,72 9 564 15,77
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 5 701 2,48 1 167 12,33
2025-07-09 13F Channel Wealth Llc 21 104 −0,60 4 319 4,88
2025-08-01 13F Private Wealth Partners, LLC 999 204
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2025-07-28 13F Aries Wealth Management 6 836 −25,64 1 399 −21,54
2025-08-11 13F FineMark National Bank & Trust 14 166 30,13 2 899 37,33
2025-08-14 13F Quantinno Capital Management LP 83 477 31,49 17 085 38,73
2025-08-12 13F Fortis Capital Management LLC 1 064 218
2025-08-13 13F Saiph Capital, LLC 3 373 3,02 690 8,66
2025-07-01 13F Harbor Investment Advisory, Llc 16 122 −6,02 3 300 −0,84
2025-05-13 13F Brooklyn FI, LLC 0 −100,00 0 −100,00
2025-08-14 13F Helium Advisors LLC 3 449 11,01 706 17,11
2025-08-14 13F Financial Engines Advisors L.L.C. 20 252 −4,59 4 145 0,68
2025-07-22 13F Macroview Investment Management Llc 2 907 0,00 595 5,51
2025-08-07 13F Samalin Investment Counsel, LLC 3 574 42,39 731 50,41
2025-07-11 13F Mallini Complete Financial Planning LLC 445 9,88
2025-07-24 13F IFP Advisors, Inc 99 562 5,39 20 381 11,20
2025-07-29 13F Empirical Asset Management, LLC 1 256 0,00 257 5,76
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 20 923 0,00 4 282 5,52
2025-07-07 13F Versant Capital Management, Inc 6 940 0,00 1 420 5,50
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 0 −100,00 0
2025-06-26 NP HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 234 311 −6,81 44 760 −11,97
2025-07-15 13F Garrett Investment Advisors LLC 11 619 −8,37 2 378 −3,29
2025-08-12 13F Holderness Investments Co 2 406 0,00 493 5,58
2025-08-14 13F Financial Advisors Network, Inc. 3 348 0,30 685 5,87
2025-07-16 13F Magnus Financial Group LLC 3 448 0,00 706 5,54
2025-07-22 13F Red Door Wealth Management, LLC 1 034 −3,09 212 2,43
2025-08-07 13F Winthrop Capital Management, LLC 624 0,00 0
2025-08-11 13F Plotkin Financial Advisors, LLC 41 452 1,87 8 484 7,47
2025-08-06 13F Excalibur Management Corp 3 574 25,14 731 32,19
2025-08-12 13F Pathstone Holdings, LLC 369 667 60,62 53 776 20,44
2025-07-17 13F Lauterbach Financial Advisors, LLC 2 941 0,00 602 5,44
2025-07-30 13F/A KPP Advisory Services LLC 2 435 0,00 498 5,51
2025-07-31 13F Brighton Jones Llc 26 095 29,02 5 341 36,12
2025-07-14 13F Narus Financial Partners, LLC 1 733 2,06 355 7,60
2025-07-14 13F Friday Financial 15 948 1,51 3 264 6,67
2025-07-23 13F Country Club Bank /gfn 65 089 −3,19 13 272 2,84
2025-08-15 13F Tower Research Capital LLC (TRC) 8 −11,11 2 0,00
2025-08-04 13F BLB&B Advisors, LLC 2 950 −5,90 604 −0,82
2025-07-17 13F New Perspectives, Inc 40 049 −2,66 8 197 2,69
2025-08-18 13F Front Row Advisors LLC 5 540 0,53 1 139 6,45
2025-07-31 13F Rational Advisors Llc 229 140 −2,37 46 898 3,00
2025-07-30 13F Chokshi & Queen Wealth Advisors, Inc 1 832 −1,13 375 4,18
2025-07-31 13F Pinnacle Wealth Management Group, Inc. 998 204
2025-07-22 13F Woodmont Investment Counsel Llc 46 551 3,26 9 528 8,94
2025-08-14 13F Aspen Grove Capital, LLC 69 800 −8,52 14 348 −3,07
2025-08-11 13F TD Waterhouse Canada Inc. 57 392 −1,31 11 820 5,11
2025-07-18 13F Wetzel Investment Advisors, Inc. 9 711 −17,75 1 996 −12,84
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 64 −97,84 13 −97,74
2025-07-22 13F Wealthcare Advisory Partners LLC 109 846 29,94 22 482 37,09
2025-07-07 13F Dominguez Wealth Management Solutions, Inc. 1 406 0,00 288 5,51
2025-07-15 13F Peddock Capital Advisors, Llc 1 304 0,00 267 5,56
2025-08-08 13F Smithfield Trust Co 3 652 0,00 1
2025-08-13 13F Milestone Investment Advisors LLC 112 0,00 23 4,76
2025-07-17 13F Chatham Capital Group, Inc. 60 810 −2,80 12 446 2,55
2025-07-10 13F Redhawk Wealth Advisors, Inc. 4 311 −0,44 882 5,00
2025-08-14 13F Advisor OS, LLC 279 204 1,36 57 145 6,94
2025-07-18 13F Gold Investment Management Ltd. 5 0,00 1
2025-07-29 13F FLC Capital Advisors 18 783 0,00 3 844 5,52
2025-07-09 13F Keystone Wealth Services, LLC 18 035 −8,20 3 691 −3,15
2025-08-08 13F WASHINGTON TRUST Co 63 157 6,82 12 926 12,70
2025-08-11 13F Brass Tax Wealth Management, Inc 1 300 9,70 266 16,16
2025-08-12 13F Team Hewins, LLC 0 −100,00 0
2025-07-16 13F True North Advisors, LLC 1 207 0,00 247 5,56
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 17 647 −5,41 3 612 −0,22
2025-07-09 13F Bulwark Capital Corp 12 627 2 584
2025-08-13 13F Level Four Advisory Services, Llc 37 321 −0,28 7 639 5,21
2025-07-28 13F Cypress Wealth Services, LLC 8 741 0,45 1 789 5,98
2025-07-25 13F MOKAN Wealth Management Inc. 8 419 9,47 1 723 15,49
2025-08-13 13F Keystone Financial Group 30 750 2,36 6 294 8,00
2025-08-08 NP QRDTX - Quantified Rising Dividend Tactical Fund Investor Class Shares 26 567 4,29 5 437 10,04
2025-08-05 13F Milestone Asset Management, Llc 0 −100,00 0
2025-08-13 13F BCJ Capital Management, LLC 62 684 9,65 12 829 15,69
2025-08-05 13F Tiaa Trust, National Association 26 998 −3,35 5 526 1,96
2025-07-15 13F MCF Advisors LLC 590 0,00 121 6,14
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 597 309 10,39 327 045 16,45
2025-08-14 13F Glenview Trust Co 3 571 14,79 731 21,06
2025-08-29 13F Total Investment Management Inc 50 10
2025-08-14 13F Financial Advisory Service, Inc. 90 445 1,42 18 511 7,01
2025-07-09 13F Goelzer Investment Management, Inc. 1 445 0,00 296 5,36
2025-08-06 13F Atlantic Union Bankshares Corp 10 606 2 171
2025-08-06 13F/A Flagship Private Wealth, LLC 2 799 −19,85 573 −15,51
2025-08-06 13F Chancellor Financial Group WB LP 4 506 −0,31 922 5,25
2025-05-13 13F Shorepoint Capital Partners LLC 1 746 1,28 339 0,30
2025-08-07 13F Private Advisory Group LLC 10 654 2 181
2025-07-09 13F Baron Wealth Management LLC 18 416 −0,48 3 769 5,02
2025-08-04 13F Live Oak Private Wealth LLC 1 228 −2,69 251 2,87
2025-07-08 13F Juncture Wealth Strategies, Llc 1 458 −32,44 298 −28,71
2025-08-14 13F Barnett & Company, Inc. 1 796 −0,11 368 5,46
2025-08-14 13F Modern Wealth Management, LLC 47 285 −1,85 9 678 3,55
2025-09-09 13F NWF Advisory Services Inc. 64 805 2,24 13 264 7,87
2025-04-22 13F Mendota Financial Group, LLC 0 −100,00 0
2025-08-08 13F Larson Financial Group LLC 7 246 −0,29 1 483 5,25
2025-04-29 13F Financial Network Wealth Management LLC 3 490 0,23 1
2025-07-22 13F Miracle Mile Advisors, LLC 62 373 −7,50 12 766 −2,42
2025-08-14 13F NCM Capital Management, LLC 1 761 0,00 360 5,57
2025-08-06 13F Rialto Wealth Management, LLC 495 −40,43 101 −37,27
2025-08-11 13F Culbertson A N & Co Inc 2 767 0,36 566 5,99
2025-07-21 13F Ascent Group, LLC 9 420 −0,58 1 928 4,90
2025-08-05 13F Telos Capital Management, Inc. 4 844 8,22 991 14,17
2025-07-25 13F Landmark Wealth Management, LLC 13 396 −6,26 3 0,00
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-17 13F Clean Yield Group 0 −100,00 0
2025-07-18 13F Parkwoods Wealth Partners, LLC 1 143 234
2025-08-11 13F Blue Bell Private Wealth Management, Llc 2 575 4,08 527 10,02
2025-08-12 13F NFP Retirement, Inc. 13 958 −2,06 2 857 3,33
2025-07-17 13F Kavar Capital Partners Group, Llc 40 082 0,38 8 204 5,90
2025-08-13 13F Bernardo Wealth Planning LLC 1 954 26,72 0
2025-08-14 13F Mendel Capital Management LLC 60 546 −3,21 12 392 2,12
2025-07-16 13F Novem Group 146 012 −12,28 29 884 −7,45
2025-05-14 13F Monterey Private Wealth, Inc. 8 301 −0,35 1 610 −1,29
2025-08-14 13F First Commonwealth Financial Corp /pa/ 3 493 −33,79 715 −30,21
2025-07-17 13F Heritage Investment Group, Inc. 1 033 0,00 211 5,50
2025-07-18 13F Vicus Capital 3 540 1,49 725 7,10
2025-08-11 13F Rothschild Investment Llc 81 149 −0,81 16 609 4,65
2025-07-25 13F Libra Wealth Llc 2 799 0,00 573 5,54
2025-08-01 13F/A GGM Financials LLC 1 491 0,00 305 5,54
2025-07-11 13F Butensky & Cohen Financial Security, Inc 1 521 −1,62 311 4,01
2025-08-14 13F CoreFirst Bank & Trust 18 730 −0,56 3 833 4,93
2025-08-04 13F Amplius Wealth Advisors, LLC 27 558 0,08 5 638 5,56
2025-08-13 13F M&t Bank Corp 166 446 −2,86 34 066 2,48
2025-07-28 13F Curated Wealth Partners LLC 1 014 208
2025-05-15 13F WealthTrak Capital Management LLC 0 −100,00 0
2025-07-16 13F Leading Edge Financial Planning LLC 3 600 0,00 737 5,44
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 35 541 5,32 7 274 11,12
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 5 501 1,36 1 126 5,83
2025-07-28 13F Cornerstone Wealth Group, LLC 1 451 −5,04 297 0,00
2025-08-04 13F Ledyard National Bank 33 480 −8,94 6 852 −3,93
2025-08-06 13F Decker Retirement Planning Inc. 6 742 11 524,14 1 380 12 436,36
2025-08-11 13F United Capital Financial Advisers, Llc 56 686 −0,79 11 602 4,67
2025-07-10 13F American Financial Advisors, LLC 199 709 −2,49 40 875 2,88
2025-08-08 13F VeraBank, N.A. 4 370 894
2025-07-23 13F Eagle Rock Investment Company, Llc 2 140 0,00 438 5,30
2025-07-21 13F Ameritas Advisory Services, LLC 25 136 −60,21 5 145 −58,13
2025-07-18 13F Bartlett & Co. Wealth Management Llc 33 318 0,00 6 847 5,94
2025-08-06 13F Atlas Legacy Advisors, LLC 4 370 93,36 894 104,11
2025-07-15 13F Maseco Llp 298 61
2025-08-11 13F Compass Capital Corp /ma/ /adv 1 893 1,23 389 7,46
2025-05-02 13F Napatree Capital Llc 1 267 7,37 246 6,06
2025-07-24 13F McKinley Carter Wealth Services, Inc. 2 556 −0,31 523 5,23
2025-08-14 13F Headlands Technologies LLC 412 −36,91 84 −33,33
2025-07-22 13F Highland Capital Management, Llc 4 276 −6,98 875 −1,80
2025-08-14 13F Constant Guidance Financial LLC 0 −100,00 0
2025-07-11 13F Myecfo, Llc 2 327 0,00 476 5,54
2025-08-12 13F Zacks Investment Management 1 043 −27,72 213 −23,66
2025-04-29 13F SwitchPoint Financial Planning, LLC 0 −100,00 0
2025-07-16 13F Global Wealth Management, LLC 55 605 1,55 11 470 7,99
2025-07-29 13F Foster & Motley Inc 3 278 −2,96 1
2025-08-11 13F Strategic Wealth Partners, Ltd. 11 853 3,12 2 426 3,15
2025-04-29 13F Pure Portfolios Holdings Llc 0 −100,00 0
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-14 13F Arete Wealth Advisors, LLC 28 803 −0,90 6 0,00
2025-07-10 13F Aua Capital Management, Llc 6 613 0,00 1 354 5,54
2025-08-08 13F Advisors Capital Management, LLC 15 914 10,88 3 257 16,99
2025-07-18 13F Provident Wealth Management, LLC 1 528 0,00 313 5,41
2025-07-14 13F Cathy Pareto & Associates, Inc 1 307 −1,13 268 4,30
2025-07-30 13F Pacific Sun Financial Corp 3 176 0,00 650 5,52
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 9 500 −0,93 1 944 4,52
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-07-10 13F ARS Wealth Advisors Group, LLC 4 079 0,00 835 5,44
2025-08-14 13F Navigoe, LLC 69 0,00 0
2025-08-06 13F Mascagni Wealth Management, Inc. 6 874 −0,41 1 407 5,08
2025-08-13 13F Crescent Grove Advisors, LLC 13 000 0,00 2 672 5,99
2025-07-29 13F Ariston Services Group 112 352 0,00 22 995 5,51
2025-08-12 13F Martin Worley Group 8 076 1,29 1 653 6,86
2025-07-23 13F Evexia Wealth Llc 4 253 877
2025-08-12 13F Wayfinding Financial, LLC 1 393 1,60 0
2025-08-27 NP Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 1 342 996 0,00 274 871 5,51
2025-08-18 13F V2 Financial group LLC 1 100 0,00 225 5,63
2025-07-24 13F Eastern Bank 7 738 0,00 1 584 5,46
2025-08-13 13F Wrenne Financial Planning LLC 1 405 0,00 288 5,51
2025-07-09 13F Pallas Capital Advisors LLC 19 132 1,83 3 916 7,44
2025-08-06 13F Blue Investment Partners LLC 989 202
2025-07-15 13F Fortitude Family Office, LLC 378 −3,57 77 1,32
2025-08-14 13F Jupiter Wealth Management LLC 1 821 0,00 382 5,23
2025-08-04 13F Evergreen Advisors, LLC 5 673 −0,02 1 161 5,55
2025-08-01 13F GoalVest Advisory LLC 598 0,00 122 5,17
2025-07-23 13F Hall Capital Management Co Inc 12 472 −0,01 2 553 5,50
2025-07-23 13F Indiana Trust & Investment Management CO 4 995 0,00 1 022 5,58
2025-07-21 13F Qrg Capital Management, Inc. 6 221 0,74 1 273 6,35
2025-07-10 13F Piscataqua Savings Bank 148 0,00 30 7,14
2025-08-15 13F Resources Management Corp /ct/ /adv 1 285 0,00 0
2025-07-15 13F McAdam, LLC 5 268 23,37 1 078 30,19
2025-08-12 13F Southeast Asset Advisors Inc. 12 431 8,51 2 544 14,49
2025-07-11 13F LongView Wealth Management 4 779 0,00 978 5,50
2025-07-21 13F Catalina Capital Group, LLC 6 870 −0,01 1 406 5,56
2025-06-03 13F/A First National Bank Of Omaha 3 694 −16,24 717 −4,66
2025-07-23 13F Kingswood Wealth Advisors, Llc 25 171 −3,76 5 152 1,56
2025-08-07 13F Kestra Private Wealth Services, Llc 70 531 6,32 14 436 12,18
2025-07-03 13F Fiduciary Financial Group, Llc 29 697 −0,24 6 120 13,21
2025-07-29 NP JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 98 044 14,72 19 406 11,79
2025-08-19 13F Element Pointe Advisors, Llc 1 000 205
2025-07-25 13F Ellis Investment Partners, LLC 3 284 −0,48 672 5,00
2025-08-13 13F Berkshire Asset Management Llc/pa 2 179 −0,64 446 5,45
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 594 845 −1,60 121 747 3,82
2025-08-11 13F HHM Wealth Advisors, LLC 71 653 5,44 14 665 11,24
2025-08-11 13F Vanguard Group Inc 10 483 137 3,18 2 145 584 8,86
2025-07-17 13F Albion Financial Group /ut 18 195 3,22 3 724 8,89
2025-07-22 13F DAVENPORT & Co LLC 643 341 4,20 131 673 9,94
2025-07-22 13F Autumn Glory Partners, LLC 2 729 −19,02 559 −14,55
2025-08-13 13F Capital Advisors Wealth Management, LLC 196 169 3,42 40 150 9,11
2025-05-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-08-14 13F Wick Capital Partners, LLC 9 354 134,79 725 −6,22
2025-07-23 13F Equitable Trust Co 15 960 0,00 3 267 5,49
2025-07-17 13F Saxon Interests, Inc. 10 324 0,00 2 003 0,00
2025-08-14 13F Strategic Wealth Designers 1 869 11,72 383 17,90
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-12 13F Weik Capital Management 6 625 −2,07 1 356 3,28
2025-08-04 13F Simon Quick Advisors, Llc 16 314 −2,25 3 339 3,12
2025-08-11 13F Howard Wealth Management, Llc 27 927 −3,46 5 716 1,85
2025-07-03 13F Garde Capital, Inc. 60 571 0,00 12 397 5,51
2025-08-08 13F Davies Financial Advisors, Inc. 3 673 0,00 752 5,48
2025-07-08 13F Canandaigua National Bank & Trust Co 4 854 2,10 993 7,70
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 32 546 −0,78 7 0,00
2025-07-18 13F Dogwood Wealth Management LLC 243 0,00 50 6,38
2025-08-12 13F JMG Financial Group, Ltd. 18 825 −2,69 3 853 2,67
2025-07-23 13F Sachetta, LLC 7 559 −0,59 1 547 4,88
2025-08-01 13F Logan Capital Management Inc 2 700 −63,15 553 −61,15
2025-08-08 13F New England Capital Financial Advisors LLC 192 0,00 39 5,41
2025-07-30 13F Whittier Trust Co Of Nevada Inc 54 570 −2,94 11 169 2,40
2025-08-14 13F Kovitz Investment Group Partners, LLC 34 243 5,97 7 037 12,25
2025-07-17 13F PMG Wealth Management, Inc. 41 912 3,63 8 578 9,34
2025-08-06 13F Grey Fox Wealth Advisors, LLC 1 840 −41,36 378 −37,83
2025-07-15 13F North Star Investment Management Corp. 43 736 −1,02 8 951 4,43
2025-07-29 13F Ballast, Inc. 12 147 289,45 2 486 310,91
2025-07-09 13F Bowman & Co S.C. 2 777 5,51 568 11,37
2025-08-06 13F Texas Yale Capital Corp. 2 941 1,41 602 6,94
2025-07-09 13F Lincoln Capital Corp 5 495 0,00 1 125 5,54
2025-07-16 13F Brown, Lisle/cummings, Inc. 695 0,00 142 5,97
2025-08-13 13F Fort Sheridan Advisors Llc 23 938 −2,26 4 899 3,14
2025-03-18 13F/A Bank Of America Corp /de/ Call 0 −100,00 0 −100,00
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 29 546 −0,22 6 047 5,28
2025-07-28 13F Harbour Investments, Inc. 56 682 −0,18 11 601 5,32
2025-08-08 13F Collaborative Wealth Managment Inc. 5 770 −10,36 1 181 −5,45
2025-08-07 13F WESCAP Management Group, Inc. 8 083 18,80 1 654 25,40
2025-08-15 13F Nikulski Financial, Inc. 105 523 −0,16 21 597 5,34
2025-08-18 13F Wolverine Trading, Llc Call 7 300 4,29 1 488 10,80
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 178 −9,18 36 −5,26
2025-07-09 13F Fiduciary Alliance LLC 9 337 95,95 1 911 106,82
2025-07-21 13F DHJJ Financial Advisors, Ltd. 33 174 1,07 6 790 6,63
2025-08-11 13F Elite Financial, Inc. 1 828 0,22 0
2025-08-05 13F Dunhill Financial, LLC 2 862 20,61 586 27,17
2025-08-19 13F National Asset Management, Inc. 38 577 −7,87 7 896 −3,71
2025-07-14 13F Park Avenue Securities Llc 359 315 74
2025-07-30 13F Klingman & Associates, LLC 6 821 −1,12 1 396 4,26
2025-08-07 13F Blackston Financial Advisory Group, LLC 51 665 −5,13 10 574 0,09
2025-08-05 13F Bank Of Montreal /can/ 818 957 −0,49 167 616 4,98
2025-08-12 13F Archer Investment Corp 19 072 −0,53 3 903 4,95
2025-07-21 13F Sageworth Trust Co 1 517 0,00 310 5,44
2025-07-29 13F Salomon & Ludwin, LLC 545 −8,09 113 −2,61
2025-08-13 13F SageView Advisory Group, LLC 7 502 −0,16 1 565 7,41
2025-08-14 13F Syon Capital Llc 68 581 −10,15 14 036 −5,21
2025-08-14 13F Cardiff Park Advisors, Llc 34 129 −0,46 6 985 5,04
2025-07-10 13F Perkins Coie Trust Co 2 379 0,00 487 5,42
2025-08-14 13F Clarity Capital Advisors, LLC 2 067 42,06 423 50,00
2025-07-16 13F Kingsman Wealth Management, Inc. 1 642 −2,96 336 2,44
2025-07-23 13F Proffitt & Goodson Inc 196 0,00 40 5,26
2025-07-22 13F Capital City Trust Co/fl 10 735 32,24 2 197 39,58
2025-07-25 13F Investment Advisory Group, LLC 26 997 0,00 5 525 5,50
2025-08-01 13F Rossby Financial, LCC 784 5,38 160 14,29
2025-07-15 13F Avaii Wealth Management, Llc 3 736 0,59 765 6,11
2025-07-17 13F Cairn Investment Group, Inc. 1 752 0,00 0
2025-07-17 13F Clear Point Advisors Inc. 6 030 1,33 1 234 6,93
2025-08-06 13F Miller Investment Management, LP 23 831 0,00 4 877 5,52
2025-08-13 13F Continuum Advisory, LLC 4 554 −24,16 932 −19,93
2025-07-23 13F Prime Capital Investment Advisors, LLC 182 703 −11,04 37 394 −6,15
2025-08-11 13F Diversified Portfolios, Inc. 2 411 −0,21 493 5,34
2025-07-21 13F Precedent Wealth Partners, Llc 1 202 −21,95 246 −17,45
2025-08-15 13F WealthCollab, LLC 148 0,00 30 7,14
2025-07-17 13F Crane Advisory, LLC 134 724 −5,62 27 744 5,20
2025-08-14 13F Horizon Investments, LLC 23 724 22 933,01 4 856 25 452,63
2025-08-13 13F StoneX Group Inc. 43 940 1,36 9 031 7,40
2025-08-11 13F CFS Investment Advisory Services, LLC 8 282 18,03 2 0,00
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-07-09 13F Stokes Capital Advisors, LLC 27 520 −35,74 5 633 −32,20
2025-07-10 13F Bigelow Investment Advisors, LLC 51 101 −0,15 10 459 5,35
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-08-06 13F DDFG, Inc 92 874 4,67 19 008 10,43
2025-07-14 13F CRA Financial Services, LLC 82 446 −0,60 16 874 4,87
2025-08-05 13F Castlekeep Investment Advisors Llc 45 631 0,79 9 339 6,34
2025-07-30 13F Advantage Trust Co 3 388 0,00 693 5,48
2025-07-09 13F Breakwater Investment Management 24 480 1,04 5 010 6,60
2025-08-12 13F Journey Strategic Wealth Llc 1 466 0,48 300 6,01
2025-08-14 13F C M Bidwell & Associates Ltd 6 328 −17,57 1 295 −13,03
2025-08-11 13F CBIZ Investment Advisory Services, LLC 208 0,00 43 5,00
2025-08-13 13F Sepio Capital, LP 8 841 0,09 1 809 5,60
2025-07-21 13F Future Financial Wealth Managment LLC 4 198 0,29 859 5,79
2025-08-13 13F Per Stirling Capital Management, LLC. 21 057 −9,54 4 310 −4,56
2025-07-29 13F Roof Eidam & Maycock/adv 98 242 −8,33 20 107 −3,29
2025-08-01 13F Pasadena Private Wealth, LLC 4 503 −0,73 922 4,78
2025-07-31 13F Moloney Securities Asset Management, LLC 20 985 8,30 4 295 14,29
2025-07-30 13F BTS Asset Management, Inc. 2 003 −45,94 410 −43,04
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 5 470 16,98 1 120 23,37
2025-07-22 13F SOL Capital Management CO 4 535 0,00 1
2025-07-17 13F Archford Capital Strategies, LLC 17 749 −4,46 3 633 0,80
2025-08-13 13F Russell Investments Group, Ltd. 3 218 4,65 659 10,40
2025-07-17 13F Vermillion Wealth Management, Inc. 26 961 3,69 5 518 9,42
2025-04-28 13F Aaron Wealth Advisors LLC 0 −100,00 0
2025-07-11 13F Trust Co Of Virginia /va 3 502 18,95 717 25,39
2025-08-08 13F Blankinship & Foster, LLC 2 206 −1,12 452 4,40
2025-07-09 13F Krilogy Financial LLC 11 213 −2,01 2 295 3,38
2025-07-31 13F Curio Wealth, Llc 132 4 300,00 27 8,00
2025-08-12 13F Rather & Kittrell, Inc. 1 167 238
2025-07-15 13F Family Investment Center, Inc. 74 135 −3,43 15 177 1,91
2025-07-28 13F RFG Advisory, LLC 9 167 −37,46 1 876 −34,01
2025-08-25 13F/A Neuberger Berman Group LLC 4 236 3,32 867 8,93
2025-07-22 13F Bay Harbor Wealth Management, LLC 1 323 0,00 272 5,86
2025-07-23 13F Venturi Wealth Management, LLC 19 356 −1,22 3 962 4,21
2025-07-28 13F Pettinga Financial Advisors, LLC 6 412 −21,87 1 312 −17,59
2025-07-14 13F Sowell Financial Services LLC 30 484 4,44 6 239 10,21
2025-08-14 13F Wimmer Associates 1, Llc 47 070 −0,81 9 634 3,31
2025-08-15 13F Blue Chip Partners, Inc. 16 394 0,48 3 355 6,00
2025-07-08 13F RMR Wealth Builders 1 033 212
2025-07-14 13F Farmers & Merchants Investments Inc 18 782 −4,60 3 844 0,65
2025-08-14 13F AllSquare Wealth Management LLC 1 239 0,00 254 5,42
2025-07-14 13F Pacifica Partners Inc. 1 207 −1,23 246 7,42
2025-07-22 13F JSF Financial, LLC 1 320 270
2025-08-01 13F First National Trust Co 11 445 −0,55 2 342 4,93
2025-08-07 13F Summit Asset Management, LLC 1 689 0,00 346 5,50
2025-07-16 13F Octavia Wealth Advisors, LLC 2 048 −1,44 421 4,47
2025-08-05 13F Rockline Wealth Management, LLC 1 945 −1,77 398 3,65
2025-08-12 13F Twin Focus Capital Partners, Llc 44 828 −1,62 9 175 3,79
2025-08-04 13F Leeward Financial Partners, LLC 12 561 −0,07 2 571 5,41
2025-07-31 13F Topsail Wealth Management, LLC 3 667 24,14 754 31,64
2025-07-29 13F Clearview Wealth Advisors LLC 1 302 −0,61 266 4,72
2025-08-12 13F RiverFront Investment Group, LLC 4 484 14,68 918 20,98
2025-08-14 13F Coastal Bridge Advisors, LLC 3 762 −3,09 770 2,26
2025-07-25 13F Community Bank, N.A. 6 711 −2,14 1 374 3,23
2025-07-24 13F Baxter Bros Inc 6 686 25,56 1 369 32,56
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-07-17 13F Patton Albertson Miller Group, Llc 12 508 −5,03 2 560 0,20
2025-08-07 13F Gouws Capital LLC 14 428 −0,04 2 953 5,43
2025-07-15 13F Sightline Wealth Advisors, LLC 2 322 0,00 475 5,56
2025-08-11 13F First American Trust, Fsb 1 341 −4,01 275 1,11
2025-08-07 13F Parkside Financial Bank & Trust 442 0,00 91 5,88
2025-08-08 13F Creative Planning 1 092 441 −1,42 223 590 4,01
2025-05-07 13F Norden Group Llc 0 −100,00 0
2025-08-06 13F Valtinson Bruner Financial Planning LLC 1 287 263
2025-07-16 13F Beaumont Financial Advisors, LLC 2 516 0,00 515 5,33
2025-08-13 13F Edgestream Partners, L.P. 0 −100,00 0
2025-08-04 13F FRG Family Wealth Advisors LLC 71 214 −1,81 14 575 3,60
2025-08-08 13F CWS Financial Advisors, LLC 53 974 9,45 11 047 15,47
2025-07-31 13F Washington Trust Advisors, Inc. 128 0,00 26 8,33
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1 234 −98,28 253 −98,19
2025-08-27 13F/A Squarepoint Ops LLC 5 768 1 181
2025-08-12 13F Jaffetilchin Investment Partners, LLC 8 279 0,57 1 694 6,07
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 29 233 −0,73 5 983 4,74
2025-07-30 13F Principle Wealth Partners Llc 243 543 0,35 49 846 5,88
2025-07-01 13F Kera Capital Partners, Inc. 1 214 0,75 248 6,44
2025-08-14 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-08-14 13F Abbot Financial Management, Inc. 22 114 0,25 4 526 5,77
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 465 −10,40 95 −5,00
2025-07-14 13F S.A. Mason LLC 2 389 −6,28 489 −1,21
2025-08-11 13F Bradley Foster & Sargent Inc/ct 56 018 14,83 11 465 21,16
2025-08-12 13F Titleist Asset Management, Llc 30 825 4,78 6 309 10,55
2025-07-18 13F Pure Financial Advisors, Inc. 16 372 142,98 3 351 156,31
2025-07-29 13F Fundamentun, Llc 1 273 12,36 261 18,72
2025-07-14 13F Lakeshore Financial Planning, Inc. 1 117 4,69 229 10,68
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-25 13F Kellett Schaffner Wealth Advisors LLC 26 961 1,79 5 518 7,40
2025-08-05 13F Snider Financial Group 92 042 1,82 18 838 7,43
2025-08-14 13F Paradigm Capital Management, LLC/NV 64 154 −4,99 13 0,00
2025-07-24 13F Brandywine Oak Private Wealth Llc 2 830 0,00 579 5,66
2025-08-05 13F Hills Bank & Trust Co 1 887 0,00 386 5,46
2025-07-29 NP ORILX - NORTH SQUARE MULTI STRATEGY FUND CLASS A 21 100 −3,65 4 176 −6,12
2025-07-29 13F Stephens Inc /ar/ 114 207 −30,69 23 375 −26,88
2025-08-11 13F Resurgent Financial Advisors LLC 21 745 −0,91 4 451 4,53
2025-07-02 13F Waller Financial Planning Group, Inc 30 931 8,74 6 331 14,72
2025-05-12 13F Asset Planning Corporation 0 −100,00 0
2025-08-12 13F Horizon Financial Services, Llc 78 0,00 16 0,00
2025-08-18 13F Tyler-Stone Wealth Management 1 904 0,00 390 5,42
2025-08-12 13F Aviso Financial Inc. 3 196 −21,32 654 −17,03
2025-08-06 13F Capasso Planning Partners LLC 1 537 −54,22 315 −51,77
2025-08-11 13F Intrepid Financial Planning Group LLC 1 540 0,00 315 5,70
2025-08-13 13F First Trust Advisors Lp 4 826 87,05 988 97,40
2025-07-25 13F Gw Henssler & Associates Ltd 41 226 0,62 8 438 6,17
2025-05-16 13F Stance Capital Llc 0 −100,00 0
2025-08-14 13F Prestige Wealth Management Group LLC 2 687 0,11 552 6,15
2025-07-17 13F Sterling Wealth Advisors Inc 15 408 −3,78 3 173 2,16
2025-07-30 13F/A Old Point Trust & Financial Services N A 1 470 0,00 301 5,26
2025-08-06 13F North Capital, Inc. 2 424 0,00 496 5,53
2025-07-14 13F Brady Martz Wealth Solutions, LLC 24 958 1,40 5 108 7,00
2025-08-11 13F/A Suncoast Equity Management 1 456 0,00 298 5,67
2025-08-12 13F Camden National Bank 4 214 0,00 862 5,51
2025-07-16 13F Paragon Capital Management Ltd 324 693 −2,32 66 455 3,06
2025-07-24 13F Tandem Capital Management Corp /adv 12 338 −0,22 2 525 5,30
2025-07-16 13F Colton Groome Financial Advisors, Llc 1 840 0,00 377 7,12
2025-08-28 13F Midwestern Financial, LLC /IA 7 842 1 605
2025-07-17 13F Nova R Wealth, Inc. 8 892 −1,62 1 820 3,76
2025-08-12 13F Park Square Financial Group, LLC 30 0,00 6 20,00
2025-08-08 13F Emerald Investment Partners, Llc 55 764 1,13 11 413 6,70
2025-08-13 13F Fiduciary Group LLC 5 601 −2,08 1 146 3,34
2025-07-10 13F Uptown Financial Advisors LLC 1 384 0,00 283 5,60
2025-07-15 13F Beacon Financial Planning, Inc 2 662 0,00 545 5,43
2025-08-12 13F Nemes Rush Group LLC 1 151 0,00 236 5,38
2025-07-17 13F Moody Lynn & Lieberson, Llc 5 307 0,00 1 086 5,54
2025-09-04 13F ZynergyRetirementPlanningLLC 0 −100,00 0
2025-07-16 13F Blue Oak Capital, LLC 2 580 −21,41 530 −16,67
2025-07-21 13F Fortis Capital Advisors, LLC 7 099 3,71 1 453 9,42
2025-07-25 13F Tranquility Partners, LLC 15 459 1,24 3 164 6,82
2025-08-12 13F AlphaCore Capital LLC 24 321 9,79 4 999 16,34
2025-08-07 13F Cypress Capital Management LLC (WY) 318 0,00 65 6,56
2025-08-08 13F Altfest L J & Co Inc 1 175 0,00 240 5,73
2025-08-01 13F Wincap Financial Llc 1 748 −30,05 358 −26,24
2025-07-23 13F Richardson Capital Management LLC 1 730 −2,26 354 3,21
2025-08-14 13F Dividend Asset Capital, Llc 2 490 15,12 510 21,48
2025-07-08 13F FF Advisors,LLC 3 434 0,00 703 6,53
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 53 053 −3,10 10 858 3,32
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 436 91
2025-08-13 13F Texas Capital Bancshares Inc/tx 1 453 0,00 297 5,69
2025-04-29 13F Callan Capital, LLC 4 431 −2,94 860 −3,91
2025-07-14 13F Opal Wealth Advisors, LLC 285 −14,93 58 −9,37
2025-08-06 13F Horan Securities, Inc. 6 768 17,52 1 385 23,99
2025-08-12 13F Power Wealth Management Llc 9 210 −10,36 1 885 −5,42
2025-07-17 13F Smith Chas P & Associates Pa Cpas 3 620 −9,27 741 −4,39
2025-07-21 13F Capital Planning LLC 20 151 4,23 4 142 10,43
2025-08-14 13F Catalyst Financial Partners Llc 6 701 −0,01 1 371 5,46
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 347 959 −0,71 71 217 4,75
2025-08-08 13F Pinney & Scofield, Inc. 52 0,00 11 0,00
2025-08-06 13F Pekin Hardy Strauss, Inc. 13 520 2,11 2 767 7,75
2025-04-14 13F Regent Peak Wealth Advisors LLC 1 601 4,57 311 3,68
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 181 666 1,99 37 182 7,61
2025-07-03 13F CPA Asset Management LLC 19 229 0,00 3 936 5,50
2025-07-18 13F Lynx Investment Advisory 1 657 −3,72 339 1,80
2025-07-28 13F BRYN MAWR TRUST Co 8 668 −39,74 1 774 −36,42
2025-07-16 13F TOWER TRUST & INVESTMENT Co 288 0,00 59 5,45
2025-07-30 13F Insight Advisors, LLC/ PA 8 120 −25,15 1 662 −21,06
2025-08-14 13F Garden State Investment Advisory Services LLC 21 850 −24,83 4 499 −20,54
2025-08-08 13F Avantax Advisory Services, Inc. 185 215 3,95 37 908 9,67
2025-07-30 13F Black Diamond Financial, LLC 6 424 −5,89 1 315 −0,76
2025-08-06 13F Csenge Advisory Group 33 477 −1,29 6 626 6,27
2025-08-05 13F Sunburst Financial Group, LLC 12 611 0,00 2 581 5,48
2025-07-23 13F BankPlus Trust Department 40 0,00 8 14,29
2025-08-13 13F KilterHowling LLC 128 232 1,64 26 245 7,94
2025-07-22 13F Old National Bancorp /in/ 64 982 −6,29 13 300 −1,13
2025-07-15 13F Graypoint LLC 13 791 −15,86 2 823 −11,23
2025-05-15 13F Gts Securities Llc 0 −100,00 0
2025-08-08 13F/A Ignite Planners, LLC 5 926 16,77 1 221 26,53
2025-07-16 13F St Germain D J Co Inc 19 125 1,41 3 914 7,00
2025-07-17 13F Hengehold Capital Management Llc 3 164 60,94 647 69,82
2025-07-17 13F Grandview Asset Management LLC 1 754 −4,98 0
2025-08-14 13F Icon Wealth Advisors, LLC 3 022 0,00 619 5,46
2025-08-15 13F First Heartland Consultants, Inc. 40 726 −5,05 8 335 0,17
2025-07-18 13F PBMares Wealth Management LLC 2 575 5,19 527 10,97
2025-07-30 13F Exencial Wealth Advisors, Llc 13 461 −1,25 2 755 4,20
2025-08-11 13F Tidemark, LLC 348 0,00 71 5,97
2025-08-13 13F Cheviot Value Management, LLC 100 0,00 21 5,26
2025-07-17 13F Nicholson Meyer Capital Management, Inc. 14 142 −4,48 2 894 0,77
2025-07-28 13F Axxcess Wealth Management, Llc 15 520 0,84 3 176 6,40
2025-07-31 13F BIP Wealth, LLC 32 083 −2,68 6 567 2,67
2025-08-04 13F AMG National Trust Bank 115 669 1,69 23 674 7,29
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 38 799 0,76 7 941 6,32
2025-08-12 13F Quadcap Wealth Management, LLC 2 472 2,06 506 7,68
2025-07-25 13F St. Louis Trust Co 3 870 0,00 792 5,60
2025-07-25 13F waypoint wealth counsel 10 379 0,33 2 124 5,88
2025-08-05 13F Advisors Preferred, LLC 58 967 11,53 12 151 18,69
2025-08-12 13F Archvest Wealth Advisors, Inc. 1 241 −4,61 254 0,40
2025-07-10 13F Trust Point Inc. 1 185 403 0,51 242 616 6,04
2025-08-14 13F Qube Research & Technologies Ltd 40 568 −63,66 8 303 −61,66
2025-07-08 13F Legacy Private Trust Co. 4 190 −0,05 858 5,41
2025-07-25 13F Cwm, Llc 100 926 −5,88 21 0,00
2025-08-07 13F Rossmore Private Capital 4 679 0,00 958 5,51
2025-08-11 13F Nordwand Advisors, LLC 1 990 407
2025-08-14 13F Pennington Partners & Co., Llc 1 600 6,67 329 13,10
2025-05-15 13F/A Orion Portfolio Solutions, LLC 12 878 −21,48 2 498 −22,20
2025-08-13 13F Wellspring Financial Advisors, LLC 12 736 −0,04 2 607 5,46
2025-07-07 13F Roxbury Financial LLC 4 865 −3,13 996 −2,45
2025-07-16 13F Fortune Financial Advisors, LLC 3 034 0,00 621 5,61
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-07-15 13F Santori & Peters, Inc. 2 145 0,00 439 5,29
2025-07-29 NP JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 137 417 5,52 27 199 2,82
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 89 755 0,55 18 370 6,09
2025-08-14 13F Allred Capital Management, LLC 60 930 2,45 12 470 8,11
2025-07-28 13F Capital Management Corp /va 1 100 −75,00 225 −73,62
2025-07-09 13F First Financial Corp /in/ 1 000 0,00 205 5,70
2025-07-10 13F Compton Wealth Advisory Group, LLC 124 092 0,97 25 398 6,53
2025-07-10 13F Weinberger Asset Management, Inc 11 104 −3,78 2 273 1,52
2025-05-01 13F Lane & Associates LLC 1 950 0,15 378 −3,82
2025-08-14 13F Synovus Financial Corp 76 325 17,44 15 627 23,96
2025-08-11 13F Aspen Investment Management Inc 1 939 0,00 0
2025-07-07 13F Investors Research Corp 309 0,00 63 6,78
2025-08-12 13F Meridian Wealth Advisors, LLC 62 819 1,20 12 857 6,77
2025-08-12 13F LPL Financial LLC 6 509 697 3,57 1 332 339 9,27
2025-07-15 13F FMA Wealth Management, LLC 17 271 1,85 3 535 2,61
2025-07-09 13F Key Client Fiduciary Advisors, LLC 7 722 31,19 1 580 38,48
2025-07-25 13F Hemington Wealth Management 3 356 0,00 1
2025-07-22 13F Tandem Investment Partners LLC 28 177 0,65 5 767 6,19
2025-08-14 13F Cura Wealth Advisors, Llc 1 785 0,00 365 5,49
2025-07-14 13F ABLE Financial Group, LLC 2 501 −7,06 512 −2,11
2025-08-07 13F Clarity Wealth Advisors, LLC 98 217 2,60 20 102 8,25
2025-07-22 13F/A Red Mountain Financial, LLC 8 254 6,45 1 689 12,30
2025-08-13 13F VestGen Advisors, LLC 37 941 0,02 7 765 5,53
2025-07-09 13F Mirador Capital Partners LP 1 395 8,64 286 14,46
2025-08-13 13F RIA Advisory Group LLC 2 237 −6,56 458 −1,51
2025-08-13 13F Quadrant Capital Group Llc 1 927 −11,24 394 −6,41
2025-07-08 13F Moulton Wealth Management, Inc 0 −100,00 0
2025-08-13 13F Jones Financial Companies Lllp 1 395 581 27,31 284 575 35,23
2025-07-25 13F Sovereign Financial Group, Inc. 6 034 5,92 1 235 11,67
2025-08-14 13F Hurley Capital, LLC 107 0,00 22 5,00
2025-08-15 13F CI Private Wealth, LLC 1 750 677 102,77 358 334 113,95
2025-07-30 13F LifeWealth Investments, LLC 1 430 0,00 293 5,42
2025-07-22 13F Three Bridge Wealth Advisors, LLC 3 586 22,01 737 29,30
2025-08-12 13F Cooper/haims Advisors, Llc 6 086 0,00 1 246 5,51
2025-08-14 13F Federation des caisses Desjardins du Quebec 13 006 5,39 2 661 11,15
2025-07-10 13F Sovran Advisors, LLC 14 105 229,94 2 905 269,59
2025-08-07 13F Proficio Capital Partners LLC 11 152 −15,21 2 282 −10,54
2025-08-12 13F Asset Management Group, Inc. 78 564 −0,86 16 080 4,59
2025-07-30 13F Sloy Dahl & Holst, LLC 34 854 0,93 7 133 6,49
2025-07-30 13F BlueChip Wealth Advisors LLC 6 122 15,57 1 253 21,91
2025-08-06 13F ETF Store, Inc. 1 141 1,24 234 6,88
2025-08-14 13F Bragg Financial Advisors, Inc 4 627 9,88 947 16,05
2025-07-02 13F Lvm Capital Management Ltd/mi 4 024 0,00 1
2025-07-24 13F Papp L Roy & Associates 16 878 −0,05 3 455 5,47
2025-08-12 13F Cornerstone Wealth Management, LLC 96 454 2,81 19 741 8,47
2025-07-08 13F GK Wealth Management LLC 8 154 6,02 1 669 11,87
2025-05-14 13F Keeley-Teton Advisors, LLC 4 808 0,00 933 −0,96
2025-07-09 13F Berkshire Bank 16 265 51,19 3 329 59,54
2025-08-14 13F Wilkins Miller Wealth Management, LLC 15 175 4,10 3 106 9,83
2025-08-11 13F Cornerstone Planning Group LLC 762 −10,35 157 −1,27
2025-07-15 13F BostonPremier Wealth LLC 1 906 0,00 390 5,69
2025-07-24 13F Columbia Advisory Partners Llc 2 813 −9,38 576 −4,49
2025-07-31 13F LongView Asset Management LLC 1 709 0,00 350 5,44
2025-08-08 13F Adapt Wealth Advisors, Llc 3 415 0,00 699 5,44
2025-08-12 13F Calton & Associates, Inc. 4 888 5,71 1 000 11,48
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 1 695 37,14 347 44,77
2025-07-08 13F First National Corp /ma/ /adv 1 696 −8,03 347 −2,80
2025-07-15 13F Missouri Trust & Investment Co 3 923 0,00 803 5,39
2025-07-11 13F/A Umb Bank N A/mo 17 801 −0,08 3 643 5,41
2025-07-16 13F Old North State Wealth Management, LLC 7 440 −0,67 1 524 4,81
2025-08-14 13F GWM Advisors LLC 326 402 2,92 66 805 8,58
2025-07-31 13F LJI Wealth Management, LLC 1 695 0,00 347 5,49
2025-07-23 13F Prasad Wealth Partners, LLC 1 143 0,00 234 5,88
2025-08-13 13F Benedict Financial Advisors Inc 17 077 −3,81 3 495 1,48
2025-08-27 NP Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 145 502 0,00 29 780 5,51
2025-04-22 13F Rappaport Reiches Capital Management, LLC 7 076 0,00 1 373 −0,94
2025-07-25 13F McNamara Financial Services, Inc. 35 742 −2,52 7 315 2,85
2025-07-09 13F Gilman Hill Asset Management, LLC 2 070 0,00 424 5,49
2025-08-14 13F Greenline Partners, LLC 1 624 0,00 332 5,40
2025-08-06 13F Maltin Wealth Management, Inc. 1 040 0,00 213 5,47
2025-05-07 13F Vista Private Wealth Partners. LLC 0 −100,00 0
2025-08-01 13F Petra Financial Advisors Inc 1 415 0,00 290 5,47
2025-07-23 13F REAP Financial Group, LLC 421 −5,61 86 0,00
2025-07-28 13F IFG Advisors, LLC 5 592 −5,81 1 145 −0,61
2025-07-16 13F Kirr Marbach & Co Llc /in/ 0 −100,00 0
2025-07-09 13F StrongBox Wealth, LLC 25 631 0,99 5 246 6,56
2025-07-29 NP JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 65 661 8,54 12 996 5,76
2025-07-08 13F Parallel Advisors, LLC 57 579 −0,32 11 785 5,17
2025-07-23 13F Fulton Breakefield Broenniman Llc 55 146 3,48 11 287 9,18
2025-08-13 13F Capital Analysts, Inc. 53 774 0,90 11 10,00
2025-07-09 13F Bank of New Hampshire 117 0,00 24 4,55
2025-07-31 13F Planning Center, Inc. 9 613 −2,54 1 967 2,82
2025-08-08 13F Fortis Group Advisors, LLC 9 196 −28,18 1 894 −23,75
2025-07-25 13F Muirfield Wealth Advisors Llc 30 777 −1,26 6 299 4,18
2025-07-08 13F Rise Advisors, LLC 2 774 0,00 568 5,39
2025-07-17 13F Tempus Wealth Planning, LLC 24 518 2,75 5 018 8,43
2025-07-22 13F Grimes & Company, Inc. 11 397 3,72 2 333 9,43
2025-08-08 13F Flaharty Asset Management, LLC 190 −4,04 39 0,00
2025-08-14 13F Heritage Wealth Management, Inc. 2 269 −0,18 464 5,45
2025-09-11 13F Silicon Valley Capital Partners 40 3 900,00 8
2025-08-06 13F Eukles Asset Management 314 0,00 64 6,67
2025-08-04 13F Great Lakes Retirement, Inc. 3 309 −3,13 680 2,72
2025-08-14 13F SWAN Capital LLC 32 767 −50,68 6 707 −47,96
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 3 476 0,26 711 5,80
2025-07-23 13F Citizens National Bank Trust Department 13 596 −1,01 2 783 4,43
2025-07-11 13F Pioneer Wealth Management Group 1 541 315
2025-07-29 NP JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 167 899 5,11 33 232 2,42
2025-07-25 13F M.e. Allison & Co., Inc. 8 628 2,37 1 766 8,02
2025-08-08 13F Glassman Wealth Services 1 616 −2,24 331 3,13
2025-08-08 13F Horrell Capital Management, Inc. 274 0,00 56 5,66
2025-07-07 13F RDA Financial Network 6 266 2,47 1 282 8,09
2025-07-24 13F Us Bancorp \de\ Put 0 −100,00 0 −100,00
2025-07-24 13F PayPay Securities Corp 42 2,44 9 0,00
2025-07-17 13F First County Bank /CT/ 1 000 205
2025-07-18 13F PFG Investments, LLC 27 019 10,04 5 530 16,08
2025-07-15 13F Level Financial Advisors, Inc. 1 118 0,00 229 5,56
2025-08-07 13F Fund Evaluation Group, LLC 4 442 909
2025-08-14 13F Diversify Wealth Management, Llc 22 746 −2,15 4 746 7,38
2025-07-15 13F Hidden Cove Wealth Management, LLC 995 204
2025-07-29 13F Flagstone Financial Management 4 108 0,00 841 5,53
2025-08-11 13F Citigroup Inc 182 691 3,46 37 391 9,15
2025-08-05 13F 5T Wealth, LLC 0 −100,00 0
2025-08-14 13F Family Management Corp 97 401 −0,93 19 935 4,52
2025-07-16 13F Gradient Capital Advisors, LLC 5 562 0,54 1 138 6,06
2025-07-17 13F Smith Anglin Financial, LLC 78 064 −5,03 15 977 0,19
2025-08-13 13F Everstar Asset Management, LLC 0 −100,00 0 −100,00
2025-07-29 NP JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 44 122 23,88 8 733 20,70
2025-07-21 13F Successful Portfolios LLC 5 434 15,05 1 112 21,40
2025-07-16 13F MBE Wealth Management, LLC 2 614 −0,95 535 4,50
2025-07-17 13F Catalytic Wealth RIA, LLC 40 085 −5,14 8 204 0,09
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 6 909 0,14 1 414 5,68
2025-04-23 13F Spectrum Investment Advisors, Inc. 0 −100,00 0
2025-07-02 13F InvesTrust 2 163 0,00 443 5,49
2025-07-31 13F Strait & Sound Wealth Management LLC 2 114 0,00 433 5,37
2025-07-18 13F Forza Wealth Management, LLC 19 236 −0,10 3 937 5,41
2025-07-21 13F Pacific Financial Group Inc 2 818 1,99 577 7,66
2025-08-06 13F First Horizon Advisors, Inc. 58 322 11,07 11 937 17,19
2025-05-14 13F 1832 Asset Management L.P. 0 −100,00 0
2025-07-14 13F Sweeney & Michel, Llc 8 872 0,27 1 827 18,88
2025-07-23 13F Sax Wealth Advisors, Llc 15 897 6,91 3 254 12,79
2025-07-11 13F Farther Finance Advisors, LLC 78 098 48,10 15 984 56,54
2025-08-06 13F Longview Financial Advisors LLC 175 0,00 36 6,06
2025-08-15 13F Lgl Partners, Llc 15 259 −2,86 3 143 3,15
2025-08-08 13F First Western Trust Bank 2 507 0,00 513 5,56
2025-08-12 13F Minot DeBlois Advisors LLC 3 784 −0,92 775 4,59
2025-07-18 13F Trust Co Of Vermont 33 115 2,54 6 778 8,19
2025-08-04 13F Flagship Harbor Advisors, Llc 87 041 −1,77 17 815 3,64
2025-08-05 13F Frederick Financial Consultants, LLC 28 641 3,27 5 862 8,96
2025-08-06 13F O'Brien Greene & Co. Inc 2 767 0,00 566 5,60
2025-08-08 13F Foundations Investment Advisors, LLC 11 451 −57,91 2 344 −55,60
2025-07-22 13F Simplicity Wealth,LLC 14 685 203,28 3 006 220,02
2025-08-13 13F Oxler Private Wealth LLC 22 636 −10,00 4 633 −5,04
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-12 13F Watchman Group, Inc. 1 183 0,00 242 5,68
2025-07-29 13F Cidel Asset Management Inc 31 355 0,00 6 417 5,51
2025-08-27 13F/A Brinker Capital Investments, LLC 8 934 −30,63 1 829 −26,82
2025-07-22 13F Romano Brothers And Company 98 293 2,69 20 118 8,34
2025-08-05 13F GPS Wealth Strategies Group, LLC 25 405 −2,28 5 200 3,09
2025-07-18 13F Consolidated Planning Corp 32 297 −1,09 6 610 4,36
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 478 914 4,63 307 333 12,08
2025-07-14 13F Occidental Asset Management, LLC 4 719 0,15 966 5,58
2025-08-04 13F Saxony Capital Management, LLC 7 272 79,16 1 488 89,07
2025-07-08 13F Gallacher Capital Management LLC 6 148 −9,33 1 258 −4,33
2025-08-04 13F Capital Performance Advisors Llp 21 292 0,00 4 358 5,50
2025-08-14 13F Herold Advisors, Inc. 4 771 −3,98 976 1,24
2025-08-06 13F Smart Money Group LLC 1 883 −34,39 385 −30,76
2025-08-12 13F O'shaughnessy Asset Management, Llc 38 351 6,33 7 849 12,19
2025-07-03 13F Trinity Financial Advisors LLC 1 728 0,00 355 9,57
2025-07-17 13F Greenleaf Trust 3 823 −1,16 782 4,27
2025-07-11 13F Diversified Trust Co 166 517 2,77 34 081 8,43
2025-07-15 13F Capstone Wealth Management Group LLC 11 640 −0,46 2 382 5,03
2025-07-09 13F Breakwater Capital Group 2 510 −1,34 514 4,06
2025-08-07 13F Addison Advisors LLC 95 069 1,35 19 458 6,93
2025-07-22 13F Firethorn Wealth Partners, Llc 1 223 15,60 250 21,95
2025-08-01 13F Howard Capital Management Inc. 1 231 457 1,92 253 115 7,99
2025-07-30 13F LGT Financial Advisors LLC 10 0,00 2 100,00
2025-07-23 13F Trueblood Wealth Management, LLC 4 554 8,56 932 14,64
2025-07-23 13F Next Level Wealth Planning, LLC 2 589 −3,90 530 1,34
2025-07-21 13F Barrett & Company, Inc. 24 379 38,33 4 990 45,96
2025-07-22 13F Sage Financial Group Inc 1 848 0,00 378 5,59
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-14 13F Guardian Wealth Management, Inc. 0 −100,00 0
2025-07-31 13F Trademark Financial Management, LLC 5 471 21,01 1 120 27,59
2025-07-10 13F Financial Management Network Inc 18 350 0,11 3 813 18,45
2025-08-05 13F Commonwealth Retirement Investments LLC 1 849 −4,64 378 0,53
2025-08-21 13F Clarion Wealth Managment Partners, LLC 1 735 355
2025-07-31 13F Oppenheimer & Co Inc 64 493 5,89 13 200 11,71
2025-07-29 13F Arcus Capital Partners, LLC 3 741 −8,49 766 −3,53
2025-07-30 13F Caliber Wealth Management, LLC / KS 3 461 18,57 708 25,09
2025-08-08 13F Allianz Se 124 0,00 25 4,17
2025-08-05 13F Uniting Wealth Partners, LLC 1 008 −9,76 206 −4,63
2025-08-13 13F Seven Springs Wealth Group, LLC 27 761 −0,31 5 682 5,18
2025-07-31 13F WFA Asset Management Corp 455 0,00 83 −1,20
2025-08-14 13F Harwood Advisory Group, LLC 2 548 −11,00 522 −6,96
2025-08-12 13F Osborne Partners Capital Management, Llc 39 778 −4,41 8 141 0,85
2025-08-11 13F Actinver Wealth Management, Inc. 0 −100,00 0
2025-07-14 13F GAMMA Investing LLC 3 241 6,65 663 12,56
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 1 825 0,00 374 5,37
2025-08-18 13F Finward Bancorp 11 356 7,74 2 324 13,70
2025-07-15 13F Well Done, LLC 7 002 19,94 1 433 25,37
2025-07-25 13F M3 Advisory Group, LLC 60 938 1,86 12 472 7,47
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2 466 1,23 505 7,01
2025-08-12 13F Wood Tarver Financial Group, LLC 3 697 −7,25 1 −100,00
2025-08-11 13F Novak & Powell Financial Services, Inc. 18 521 −0,38 3 791 5,10
2025-07-23 13F Raub Brock Capital Management LP 4 476 −9,87 916 −4,88
2025-08-14 13F TCG Advisory Services, LLC 23 195 0,39 4 747 5,91
2025-08-06 13F Founders Financial Securities Llc 34 099 228,57 6 979 255,84
2025-07-23 13F Roundview Capital LLC 13 930 5,77 2 851 11,63
2025-09-08 13F Alternative Investment Advisors, LLC. 1 389 0,00 284 5,58
2025-04-08 13F Avenue 1 Advisors, LLC 0 −100,00 0
2025-08-14 13F Hara Capital LLC 244 0,00 50 4,26
2025-08-14 13F Bbr Partners, Llc 1 501 0,00 307 5,50
2025-04-15 13F Transform Wealth, LLC 1 208 0,00 234 −0,85
2025-08-01 13F Bank of Jackson Hole Trust 3 440 10,79 704 11,75
2025-08-12 13F Coston, McIsaac & Partners 89 412 1,06 18 5,88
2025-08-06 13F AE Wealth Management LLC 42 383 7,16 8 675 13,06
2025-07-30 13F IMG Wealth Management, Inc. 2 398 30,75 491 38,03
2025-05-02 13F Cable Hill Partners, LLC 5 710 −1,14 1 091 −3,63
2025-07-14 13F Maryland Capital Advisors Inc. 2 996 0,00 613 5,51
2025-08-13 13F Integrity Investment Advisors, LLC 1 824 0,00 373 5,67
2025-07-21 13F HighMark Wealth Management LLC 209 12,97 43 20,00
2025-07-17 13F Altus Wealth Management, LLC 0 −100,00 0
2025-08-04 13F Mayflower Financial Advisors, LLC 14 585 −0,33 2 985 5,18
2025-08-07 13F CENTRAL TRUST Co 108 281 −5,76 22 162 −0,57
2025-08-13 13F Federated Hermes, Inc. 0 −100,00 0
2025-05-01 13F Stillwater Wealth Management Group 1 269 20,28 246 19,42
2025-07-25 13F Lodestar Private Asset Management Llc 124 153 −1,16 25 410 4,28
2025-07-15 13F Retirement Income Solutions, Inc 1 446 0,00 296 5,36
2025-07-22 13F Gemmer Asset Management LLC 2 786 −18,01 570 −13,51
2025-07-30 13F Syntegra Private Wealth Group, LLC 1 846 −5,62 378 −0,53
2025-07-24 13F SLT Holdings LLC 4 782 −0,95 979 4,49
2025-07-21 13F Cape Cod Five Cents Savings Bank 9 080 0,00 1 798 0,00
2025-07-15 13F Smith & Howard Wealth Management, LLC 1 426 0,00 292 5,43
2025-07-10 13F High Net Worth Advisory Group LLC 75 188 0,90 15 391 6,46
2025-08-08 13F Fusion Capital, LLC 102 698 0,97 21 019 6,53
2025-08-06 13F Vestmark Advisory Solutions, Inc. 102 652 119,71 21 010 131,81
2025-08-14 13F Benjamin Edwards Inc 27 564 2,67 5 642 8,33
2025-07-17 13F LVW Advisors, LLC 996 204
2025-08-14 13F Snowden Capital Advisors LLC 95 438 0,33 19 617 6,31
2025-08-18 13F/A Kestra Investment Management, LLC 1 177 4,53 241 10,09
2025-07-14 13F Rooted Wealth Advisors, Inc. 54 313 2,06 11 185 18,69
2025-08-13 13F Finer Wealth Management, Inc. 2 000 0,00 409 5,68
2025-04-02 13F Marcum Wealth, LLC 31 256 −0,13 6 063 −1,06
2025-07-25 13F Sather Financial Group Inc 1 651 0,00 338 5,31
2025-08-06 13F Able Wealth Management LLC 2 638 117,48 540 129,36
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 13 410 −3,87 2 745 1,40
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-06 13F Prodigy Asset Management LLC 168 352 7,20 34 457 13,10
2025-07-15 13F Colonial River Wealth Management, LLC 1 147 −2,13 238 4,41
2025-07-23 13F High Note Wealth, LLC 0 −100,00 0
2025-08-14 13F Visionary Wealth Advisors 73 727 0,17 15 090 5,69
2025-07-31 13F AlTi Global, Inc. 3 201 0,00 658 5,96
2025-08-13 13F Boston Family Office Llc 54 638 3,02 11 10,00
2025-08-13 13F Denver Wealth Management, Inc. 2 482 0,00 508 5,41
2025-08-05 13F Bridgewater Advisors Inc. 83 780 131,48 17 458 153,64
2025-07-11 13F Windsor Capital Management, LLC 1 442 0,00 295 5,73
2025-08-12 13F Weaver Consulting Group 36 550 −0,49 7 481 5,00
2025-08-14 13F Aqr Capital Management Llc 102 484 35,15 20 976 42,60
2025-08-27 NP HCMNX - HCM Dividend Sector Plus Fund Class A Shares 1 231 457 1,92 252 042 7,53
2025-07-31 13F Graybill Bartz & Assoc Ltd 0 −100,00 0
2025-07-16 13F MKT Advisors LLC 10 846 −2,94 2 235 13,86
2025-07-16 13F TCI Wealth Advisors, Inc. 4 828 −1,05 988 4,44
2025-05-15 13F National Wealth Management Group, LLC 4 310 −23,68 836 −24,34
2025-07-22 13F Compass Financial Group, INC/SD 114 631 1,19 23 462 6,76
2025-08-11 13F Bell Investment Advisors, Inc 19 266 −0,22 3 943 5,29
2025-08-08 13F Omega Financial Group, LLC 1 501 0,00 307 5,50
2025-07-29 13F LMG Wealth Partners, LLC 2 343 0,00 480 5,51
2025-07-09 13F GSG Advisors LLC 19 280 −0,14 3 946 9,58
2025-08-08 13F Independence Financial Advisors, LLC 4 120 5,05 843 10,92
2025-08-11 13F United Advisor Group, LLC 2 133 −0,28 437 5,31
2025-08-14 13F Aureus Asset Management, LLC 3 714 −3,31 760 2,01
2025-05-01 13F Schechter Investment Advisors, LLC 19 221 −25,74 3 729 −26,44
2025-07-10 13F Charter Oak Capital Management, LLC 17 832 −2,78 3 650 2,56
2025-08-12 13F Howe & Rusling Inc 1 214 −12,91 248 −8,15
2025-08-07 13F Montag A & Associates Inc 115 425 −2,13 23 724 3,69
2025-08-13 13F Truvestments Capital Llc 515 −0,96 105 5,00
2025-08-13 13F Measured Wealth Private Client Group, LLC 1 129 0,00 231 5,48
2025-08-14 13F STAR Financial Bank 0 −100,00 0
2025-07-28 13F WealthPlan Investment Management, LLC 5 130 −29,73 1 050 −25,85
2025-07-29 13F Level Wealth Management LLC 1 791 0,00 367 5,48
2025-08-12 13F Hanover Advisors Inc 86 213 −1,60 17 645 3,82
2025-07-25 13F Iron Financial, LLC 9 442 30,92 1 932 38,20
2025-08-07 13F Prospect Financial Group LLC 3 768 −53,35 771 −50,80
2025-07-31 13F Kathleen S. Wright Associates Inc. 3 583 0,00 733 5,47
2025-07-29 NP JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 11 476 2,49 2 271 −0,13
2025-08-01 13F Advisory Alpha, LLC 148 913 4,48 30 478 10,24
2025-08-14 13F Susquehanna International Group, Llp 19 930 454,54 4 079 485,22
2025-07-16 13F RWM Asset Management, LLC 58 122 −0,10 11 896 5,41
2025-07-29 13F Latitude Advisors, LLC 11 492 0,62 2 352 6,14
2025-08-08 13F Capital Investment Advisory Services, LLC 11 504 −5,23 2 354 0,00
2025-08-14 13F Susquehanna International Group, Llp Call 257 900 −31,46 52 784 −27,69
2025-07-16 13F Wealth Group Ltd 3 621 −5,75 741 −0,54
2025-08-14 13F Susquehanna International Group, Llp Put 64 700 30,97 13 242 38,18
2025-08-12 13F OneAscent Financial Services LLC 26 115 −49,25 5 −44,44
2025-08-08 13F MTM Investment Management, LLC 707 145
2025-07-24 13F Thompson Investment Management, Inc. 175 0,00 36 6,06
2025-04-22 13F Shum Financial Group, Inc. 1 657 2,41 321 1,58
2025-08-08 13F Hartland & Co., LLC 132 545 1,93 27 128 7,54
2025-07-02 13F Capital Market Strategies LLC 2 500 −3,85 512 1,39
2025-07-10 13F YHB Investment Advisors, Inc. 3 238 0,00 663 5,41
2025-08-14 13F Caerus Investment Advisors, LLC 1 320 0,00 270 5,47
2025-08-14 13F Pine Harbor Wealth Management, LLC 3 619 −4,46 741 0,82
2025-07-17 13F Willow Creek Wealth Management Inc. 3 705 −9,50 759 −4,53
2025-07-18 13F Impact Capital Partners LLC 7 928 14,87 1 623 21,23
2025-08-13 13F Johnson Financial Group, Inc. 15 443 −7,73 3 174 −2,22
2025-07-24 13F KFA Private Wealth Group, LLC 2 757 −1,64 564 3,87
2025-08-08 13F Oak Harvest Investment Services 64 413 −2,32 13 183 3,06
2025-08-08 13F Cetera Investment Advisers 999 945 14,95 204 659 21,28
2025-07-18 13F SOA Wealth Advisors, LLC. 313 0,00 64 6,67
2025-08-01 13F Integral Investment Advisors, Inc. 65 161 −0,59 13 337 4,88
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 2 955 0,00 605 5,41
2025-07-29 13F Horst & Graben Wealth Management LLC 7 559 −1,34 1 547 4,10
2025-07-25 13F Integrated Capital Management, Inc. 47 259 −1,45 9 672 3,98
2025-08-06 13F Rps Advisory Solutions Llc 3 101 1,77 635 7,28
2025-08-13 13F Vance Wealth, Inc. 1 321 13,00 270 19,47
2025-05-14 13F Summit Financial Wealth Advisors, LLC 4 664 8,87 905 4,63
2025-07-17 13F Genesis Private Wealth, Llc 31 469 4,05 6 441 9,77
2025-08-06 13F Titan Global Capital Management Usa Llc 47 240 27,62 9 669 34,65
2025-07-31 13F GLOBALT Investments LLC / GA 247 352 −3,71 50 626 1,59
2025-07-09 13F Fragasso Group Inc. 1 496 0,00 306 5,52
2025-08-07 13F Roberts Glore & Co Inc /il/ 11 558 −0,69 2 365 4,79
2025-07-10 13F Secure Asset Management, LLC 5 959 13,10 1 220 19,28
2025-07-17 13F Gleason Group, Inc. 40 834 2 771,59 8 358 2 938,91
2025-07-30 13F Capital Wealth Alliance, LLC 3 169 5,32 649 11,15
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 92 0,00 19 5,88
2025-08-14 13F Acorn Wealth Advisors, LLC 28 047 1,08 5 740 6,65
2025-07-21 13F/A Abacus Planning Group, Inc. 2 030 −0,64 415 4,80
2025-07-24 13F Acima Private Wealth, Llc 10 225 0,00 2 093 5,50
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 299 135 2,17 61 224 7,80
2025-07-23 13F Litman Gregory Asset Management LLC 39 710 1,32 8 128 6,91
2025-08-06 13F New Millennium Group LLC 473 0,00 97 5,49
2025-07-24 13F Reuter James Wealth Management, Llc 1 524 0,00 312 5,42
2025-07-18 13F Truist Financial Corp 863 502 −3,99 176 733 1,30
2025-07-11 13F Arthur M. Cohen & Associates, Llc 2 234 −19,03 457 −14,58
2025-07-14 13F E&G Advisors, LP 204 139 −0,13 41 714 5,33
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-07-29 NP JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 39 391 8,75 7 797 5,97
2025-07-29 13F Calamos Wealth Management LLC 3 487 0,00 714 5,47
2025-07-14 13F Golden State Equity Partners 1 030 −12,71 211 −7,89
2025-07-15 13F Am Investment Strategies Llc 3 943 0,00 1
2025-07-09 13F Thrive Wealth Management, LLC 4 136 0,02 847 5,49
2025-07-22 13F Noble Family Wealth, LLC 218 291 5,95 44 678 11,78
2025-08-04 13F Quaker Wealth Management, LLC 5 831 1 193
2025-07-16 13F Diversified Enterprises, LLC 1 824 12,32 373 18,41
2025-08-14 13F Archetype Wealth Partners 2 471 −34,47 1
2025-07-15 13F Main Street Group, LTD 1 538 7,78 315 13,77
2025-07-23 13F Seamount Financial Group Inc 24 717 6,81 5 059 12,68
2025-08-12 13F Chaney Capital Management, Inc. 2 155 0,00 441 5,50
2025-08-14 13F Mission Creek Capital Partners, Inc. 1 350 −1,53 276 4,15
2025-07-16 13F LS Investment Advisors, LLC 59 897 −2,83 12 259 2,53
2025-07-16 13F AAFMAA Wealth Management & Trust LLC 8 910 66,14 1 824 75,29
2025-07-29 13F Regions Financial Corp 10 660 −1,75 2 182 3,66
2025-08-14 13F Millennium Management Llc 0 −100,00 0
2025-08-06 13F Nicholas Hoffman & Company, LLC. 742 528 −0,04 151 973 5,47
2025-07-28 13F Callahan Advisors, LLC 1 138 233
2025-07-24 13F Greenwood Gearhart Inc 1 226 −12,05 251 −7,41
2025-07-07 13F Wilson & Boucher Capital Management, LLC 15 994 0,47 3 274 5,99
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6 941 5,21 1 421 11,02
2025-08-13 13F/A Claudia M.p. Batlle, Crp (r) Llc 2 969 −93,77 608 −93,44
2025-08-13 13F Luminist Capital LLC 2 0,00 0
2025-08-13 13F Mayfair Advisory Group, LLC 6 354 0,17 1 316 6,99
2025-08-15 13F Provenance Wealth Advisors, LLC 271 636 −15,74 55 596 −11,10
2025-07-07 13F Global Wealth Strategies & Associates 56 302 8,89 11 523 14,89
2025-08-06 13F Legacy Wealth Managment, LLC/ID 41 0,00 8 14,29
2025-07-14 13F Infinity Wealth Counsel, LLC 24 659 0,31 5 047 5,83
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1 120 15,23 229 21,81
2025-07-10 13F Arbor Wealth Advisors LLC 7 282 0,00 1 490 5,52
2025-07-23 13F Winthrop Advisory Group LLC 23 772 38,79 4 886 47,08
2025-08-12 13F Mystic Asset Management, Inc. 7 254 0,42 1 485 5,92
2025-08-05 13F Arrowroot Family Office, LLC 20 619 −9,39 4 220 −5,30
2025-05-07 13F Financially Speaking Inc 0 −100,00 0
2025-07-28 13F JGP Wealth Management, LLC 3 401 −8,89 696 −3,87
2025-07-31 13F Burke & Herbert Bank & Trust Co 5 069 33,75 1 037 41,09
2025-08-14 13F EP Wealth Advisors, Inc. 160 228 13,20 32 794 19,43
2025-08-01 13F Anson Capital, Inc. 4 268 −2,29 874 3,07
2025-07-29 13F Huntleigh Advisors, Inc. 0 −100,00 0 −100,00
2025-07-10 13F Klaas Financial Asset Advisors, LLC 130 814 1,94 26 774 7,55
2025-08-11 13F Heritage Wealth Advisors 43 645 −1,64 8 933 3,78
2025-07-30 13F Fiduciary Family Office, Llc 7 075 12,30 1 448 18,49
2025-08-14 13F Vista Capital Partners, Inc. 1 819 0,00 372 5,68
2025-07-11 13F Skyline Advisors, Inc. 1 623 332
2025-04-17 13F Montecito Bank & Trust 15 885 −11,36 3 082 −12,20
2025-07-14 13F Whitener Capital Management, Inc. 1 655 7,82 339 13,80
2025-08-13 13F JT Stratford LLC 124 045 14,94 25 388 21,26
2025-07-29 13F Sincerus Advisory, LLC 18 511 5,92 3 871 14,19
2025-08-08 13F Mv Capital Management, Inc. 1 416 0,00 290 5,47
2025-08-14 13F Connecticut Wealth Management, LLC 194 291 −1,17 39 766 4,27
2025-07-17 13F Scott & Selber, Inc. 23 886 0,00 5 0,00
2025-07-17 13F One Wealth Advisors, LLC 0 −100,00 0
2025-08-14 13F Balyasny Asset Management Llc 3 194 654
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-14 13F Dagco, Inc. 50 810 8,65 10 399 14,64
2025-07-25 13F PrairieView Partners, LLC 3 497 0,20 1
2025-07-08 13F Lowe Wealth Advisors, LLC 3 162 −4,47 647 0,78
2025-08-13 13F Wealthquest Corp 3 353 −4,72 686 0,59
2025-07-17 13F TBH Global Asset Management, LLC 14 424 −10,33 2 952 −5,38
2025-08-13 13F Independent Family Office, LLC 25 497 −1,92 5 218 3,47
2025-04-11 13F Adamsbrown Wealth Consultants Llc 0 −100,00 0
2025-07-25 13F Verdence Capital Advisors LLC 25 328 −4,38 5 184 0,88
2025-07-17 13F Oakworth Capital, Inc. 1 409 0,00 288 5,49
2025-08-14 13F BancorpSouth Bank 4 689 −17,58 960 −13,06
2025-08-14 13F London & Capital Asset Management Ltd 13 683 −2,01 2 800 3,40
2025-08-14 13F Citadel Advisors Llc Call 73 900 −23,42 15 125 −19,20
2025-08-11 13F Avantax Planning Partners, Inc. 237 140 38,97 48 535 46,63
2025-08-14 13F Citadel Advisors Llc 108 578 1 076,23 22 223 1 141,45
2025-08-14 13F Bienville Capital Management, LLC 7 548 −8,15 1 552 −2,70
2025-08-14 13F Citadel Advisors Llc Put 39 400 −7,08 8 064 −1,97
2025-08-14 13F Integrated Wealth Concepts LLC 48 448 14,23 9 916 20,52
2025-07-29 13F Northeast Investment Management 127 523 −1,08 26 100 4,37
2025-07-30 13F Durante & Waters, Llc 10 681 0,00 2 186 5,50
2025-08-06 13F Souders Financial Advisors 43 270 2,60 8 856 8,25
2025-08-14 13F Mariner, LLC 1 407 483 −1,40 288 069 4,03
2025-08-05 13F American Capital Advisory, LLC 2 225 0,00 455 5,57
2025-07-18 13F Centricity Wealth Management, LLC 13 569 7,26 2 777 13,21
2025-08-08 13F Better Money Decisions, LLC 3 323 0,00 680 5,59
2025-07-03 13F TrueWealth Advisors, LLC 9 588 −2,49 1 962 2,88
2025-08-14 13F Raymond James Financial Inc 5 364 287 0,65 1 097 908 6,20
2025-08-13 13F Cary Street Partner Investment Advisory Llc 354 22,07 72 28,57
2025-07-16 13F Dakota Wealth Management 70 963 1,73 14 524 7,32
2025-08-13 13F Townsquare Capital Llc 7 226 −94,34 1 479 −94,03
2025-07-08 13F Goldstone Financial Group, LLC 1 171 1,21 243 8,48
2025-07-15 13F Bfsg, Llc 4 103 −1,20 840 4,22
2025-08-12 13F Cynosure Management, Llc 3 286 −50,53 673 −47,83
2025-07-16 13F Howard Capital Management Group, LLC 1 926 0,00 394 5,63
2025-07-24 13F Cyndeo Wealth Partners, LLC 2 644 0,00 541 5,66
2025-08-11 13F Lcnb Corp 1 248 255
2025-08-07 13F Flagship Wealth Advisors, Llc 4 866 −18,71 996 −14,30
2025-07-29 13F Smithbridge Asset Management Inc/de 4 288 −1,15 878 4,28
2025-07-23 13F Bear Mountain Capital, Inc. 0 −100,00 0
2025-07-16 13F BOS Asset Management, LLC 8 773 0,32 1 796 5,84
2025-07-16 13F Newton One Investments LLC 627 0,00 128 5,79
2025-08-05 13F Freestone Capital Holdings, LLC 7 454 −26,02 1 526 −21,95
2025-08-14 13F Transamerica Financial Advisors, Inc. 17 428 −1,63 3 567 118 766,67
2025-07-07 13F Capital Asset Advisory Services LLC 3 348 −1,62 690 4,08
2025-07-09 13F Orser Capital Management, Llc 5 285 1 082
2025-07-30 13F CORDA Investment Management, LLC. 20 326 −1,74 4 160 3,69
2025-07-31 13F Mason & Associates Inc 3 192 0,00 653 5,49
2025-08-08 13F Beacon Harbor Wealth Advisors, Inc. 1 187 0,00 243 5,22
2025-07-24 13F Comprehensive Money Management Services LLC 1 010 −27,34 207 −23,42
2025-08-13 13F Raab & Moskowitz Asset Management LLC 35 301 −2,70 7 225 2,66
2025-08-14 13F Peapack Gladstone Financial Corp 44 195 5,29 9 12,50
2025-07-23 13F Trifecta Capital Advisors, LLC 5 629 0,00 1 152 5,50
2025-07-31 13F AF Advisors, Inc. 1 150 0,00 235 5,38
2025-07-23 13F Traphagen Investment Advisors Llc 7 326 9,80 1 499 15,84
2025-07-30 13F Rehmann Capital Advisory Group 59 835 0,61 12 247 6,15
2025-08-14 13F Talisman Wealth Advisors LLC 8 715 0,00 1 784 5,50
2025-08-14 13F Wharton Business Group, LLC 114 183 −1,05 23 4,55
2025-07-25 13F Wells Financial Advisors INC 5 300 0,00 1 085 5,45
2025-07-17 13F Worth Financial Advisory Group, LLC 3 599 0,00 737 5,44
2025-07-17 13F Alpine Bank Wealth Management 557 0,00 114 5,56
2025-07-28 13F Cutler Investment Counsel Llc 8 341 0,20 1 714 6,20
2025-08-14 13F Oxford Financial Group Ltd 3 278 0,00 671 5,51
2025-08-13 13F GeoWealth Management, LLC 737 9,35 151 15,38
2025-07-22 13F Iowa State Bank 1 239 0,00 254 5,42
2025-08-04 13F Carret Asset Management, Llc 7 049 2,79 1 443 8,42
2025-08-20 13F/A Thompson Davis & Co., Inc. 8 421 12,34 1 723 18,50
2025-07-10 13F PMV Capital Advisers, LLC 35 7
2025-07-22 13F Checchi Capital Advisers, LLC 1 407 0,00 288 5,51
2025-07-29 13F Tide Cove Capital Partners LLC 38 986 1,37 8 135 9,05
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 97 19
2025-08-18 13F Wolverine Trading, Llc Put 0 −100,00 0 −100,00
2025-08-15 13F North Ridge Wealth Advisors, Inc. 185 −3,14 38 0,00
2025-07-29 13F Lyell Wealth Management, Lp 1 810 0,00 370 5,41
2025-07-23 13F Dempze Nancy E 6 231 0,00 1 275 5,55
2025-08-13 13F IAG Wealth Partners, LLC 34 604 −0,27 7 082 5,23
2025-08-08 13F Kane Investment Management, Inc. 7 942 −6,41 1 625 −1,34
2025-07-09 13F Procyon Private Wealth Partners, LLC 2 803 32,84 574 40,10
2025-07-25 13F Concord Asset Management, LLC/VA 1 307 268
2025-08-13 13F Northern Trust Corp 226 531 −0,52 46 364 4,96
2025-07-09 13F Beacon Financial Group 39 231 −6,63 8 029 −1,48
2025-08-19 13F/A Pitcairn Co 3 110 0,00 637 5,47
2025-04-24 13F Park Place Capital Corp 0 −100,00 0
2025-08-13 13F Smith, Moore & Co. 86 281 −1,54 17 659 3,88
2025-08-13 13F MONECO Advisors, LLC 8 099 −6,73 1 658 −1,60
2025-08-05 13F Strategic Financial Concepts, LLC 61 920 −0,66 12 675 4,82
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 2 196 −1,13 449 4,42
2025-08-14 13F Partners Capital Investment Group, Llp 5 052 0,00 1 034 5,52
2025-08-13 13F Stablepoint Partners, LLC 18 235 −3,61 3 732 1,72
2025-08-11 13F Landaas & Co /wi /adv 1 598 327
2025-08-13 13F EverSource Wealth Advisors, LLC 107 971 −7,12 22 098 −2,00
2025-07-21 13F TFG Advisers LLC 9 688 −0,28 1 983 5,20
2025-08-01 13F Austin Private Wealth, LLC 6 449 −7,12 1 320 −2,01
2025-08-05 13F Tsfg, Llc 5 680 0,00 1 0,00
2025-08-14 13F Atomi Financial Group, Inc. 15 586 0,44 3 190 5,95
2025-08-08 13F Accredited Investors Inc. 5 153 −4,61 1 055 0,67
2025-07-08 13F 21 West Wealth Management LLC 19 260 3 942
2025-07-29 NP JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 74 774 17,70 14 800 14,69
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 6 290 0,00 1 287 5,49
2025-07-08 13F/A Salem Investment Counselors Inc 25 103 2,66 5 160 8,77
2025-08-04 13F Roble, Belko & Company, Inc 880 0,00 0
2025-08-12 13F Gitterman Wealth Management, LLC 245 50
2025-08-13 13F GM Advisory Group, Inc. 11 196 24,84 2 292 31,74
2025-07-16 13F Old Port Advisors 1 217 −2,25 249 3,32
2025-08-06 13F Simmons Bank 5 376 −21,58 1 100 −17,23
2025-08-13 13F Rinkey Investments 1 030 −16,26 211 −11,76
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 1 977 −7,27 402 −2,66
2025-07-10 13F Global Financial Private Client, LLC 23 092 1,11 4 726 6,68
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 51 10,87 11 25,00
2025-07-17 13F Symmetry Partners, LLC 1 924 0,00 394 5,36
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 11 938 −17,28 2 444 −12,71
2025-08-05 13F Ring Mountain Capital, LLC 3 937 −0,58 811 5,60
2025-07-16 13F Independent Wealth Network Inc. 4 946 0,82 1 012 6,41
2025-08-11 13F VSM Wealth Advisory, LLC 2 704 0,00 553 5,53
2025-08-13 13F Miramar Capital, LLC 12 902 16,98 2 641 23,42
2025-08-14 13F Schwallier Wealth Management LLC 3 099 −0,06 634 5,49
2025-08-20 13F/A Coppell Advisory Solutions LLC 5 664 2,50 1 155 9,90
2025-04-03 13F Central Pacific Bank - Trust Division 0 −100,00 0
2025-07-10 13F Wedmont Private Capital 18 863 0,36 3 900 12,33
2025-07-10 13F Vista Investment Partners Llc 1 365 5,65 279 11,60
2025-08-12 13F Farmers National Bank 2 862 −0,14 586 5,41
2025-08-14 13F Principal Street Partners, LLC 39 676 98,93 8 120 109,87
2025-04-25 13F J.Safra Asset Management Corp 0 −100,00 0
2025-07-15 13F Hofer & Associates. Inc 29 036 1,61 5 943 7,20
2025-08-08 13F Hibernia Wealth Partners, LLC 2 078 100,00 425 111,44
2025-07-08 13F Nbc Securities, Inc. 11 780 23,45 2 100,00
2025-07-10 13F Hurlow Wealth Management Group, Inc. 30 987 −4,17 6 342 1,12
2025-08-05 13F Elyxium Wealth, LLC 2 200 0,00 450 5,63
2025-07-17 13F HB Wealth Management, LLC 5 215 607 −2,50 1 067 477 3,91
2025-08-11 13F Conquis Financial Llc 50 555 222,15 10 391 241,36
2025-05-09 13F Delta Asset Management Llc/tn 0 −100,00 0
2025-08-14 13F Vident Advisory, LLC 7 425 −7,70 1 520 −2,63
2025-08-14 13F Van Den Berg Management I, Inc 4 402 −2,72 901 2,62
2025-07-25 13F Midwest Capital Advisors, LLC 100 0,00 20 5,26
2025-08-05 13F KDT Advisors, LLC 9 940 0,00 2 034 5,50
2025-08-06 13F Aspetuck Financial Management LLC 15 736 −2,51 3 221 2,84
2025-05-02 13F Parcion Private Wealth LLC 0 −100,00 0 −100,00
2025-08-12 13F/A Cozad Asset Management Inc 72 750 −0,31 14 890 5,18
2025-07-14 13F Abound Wealth Management 1 226 0,00 251 5,49
2025-08-01 13F Bolthouse Investments, LLC 3 846 0,00 787 5,50
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 5 105 0,02 990
2025-07-18 13F Vigilare Wealth Management 26 008 −38,38 5 323 −34,99
2025-08-13 13F Cresset Asset Management, LLC 706 385 4,91 145 191 11,15
2025-07-14 13F Buttonwood Financial Group, LLC 1 999 413
2025-08-14 13F Essential Planning, LLC. 3 126 0,00 640 5,45
2025-04-14 13F Greenspring Advisors, LLC 4 899 −17,48 950 −18,24
2025-07-07 13F OMNI 360 Wealth, Inc. 3 116 10,42 638 16,45
2025-07-09 13F Radnor Capital Management, LLC 3 459 0,00 1
2025-07-16 13F Ipswich Investment Management Co., Inc. 1 521 0,00 311 5,42
2025-08-05 13F Cassaday & Co Wealth Management LLC 9 170 −7,75 1 877 −2,70
2025-08-08 13F Thoroughbred Financial Services, Llc 11 007 −14,66 2 0,00
2025-08-06 13F Legacy Investment Solutions, LLC 41 0,00 8 0,00
2025-07-10 13F Baker Tilly Financial, Llc 0 −100,00 0
2025-08-13 13F Botty Investors LLC 1 043 0,00 214 5,94
2025-08-14 13F Spears Abacus Advisors LLC 2 980 −12,53 610 −7,73
2025-07-24 13F PDS Planning, Inc 271 783 1,50 55 626 7,09
2025-07-23 13F Capital Management Associates, Inc 4 125 −50,38 844 −47,64
2025-07-15 13F Accurate Wealth Management, LLC 1 231 −0,08 255 12,33
2025-07-10 13F White Wing Wealth Management 44 941 2,07 9 198 13,63
2025-08-07 13F Ibex Wealth Advisors 2 911 596
2025-07-07 13F Horizons Wealth Management 222 0,00 45 4,65
2025-07-21 13F Curran Financial Partners, LLC 42 670 14,36 8 733 20,65
2025-07-07 13F Trust Co 2 286 −44,12 468 −41,11
2025-04-30 13F Linden Thomas Advisory Services, LLC 0 −100,00 0
2025-05-01 13F 3EDGE Asset Management, LP 0 −100,00 0
2025-07-03 13F Collective Family Office Llc 10 673 0,01 2 185 5,51
2025-08-06 13F Stone House Investment Management, LLC 54 0,00 11 10,00
2025-07-23 13F Morton Capital Management LLC/CA 23 574 −3,07 4 825 2,25
2025-07-18 13F BSW Wealth Partners 3 394 −0,03 695 5,47
2025-07-15 13F Farrell Financial LLC 16 459 −0,03 3 369 5,48
2025-08-14 13F Palo Alto Wealth Advisors, Llc 4 205 6,78 864 11,77
2025-08-05 13F Mission Wealth Management, Lp 79 512 36,99 16 274 44,53
2025-07-24 13F Weaver Capital Management LLC 1 609 0,00 329 5,45
2025-07-29 13F Citizens Business Bank 0 −100,00 0
2025-08-01 13F Gwn Securities Inc. 11 072 −56,80 2 282 −54,22
2025-08-04 13F Murphy Pohlad Asset Management LLC 1 271 0,00 260 5,69
2025-08-08 13F Atlantic Trust, LLC 854 59,03 175 67,31
2025-07-07 13F St. Clair Advisors, LLC 15 823 −3,06 3 238 2,27
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 9 855 −1,15 2 017 4,29
2025-07-11 13F Matthew Goff Investment Advisor, LLC 0 −100,00 0
2025-08-13 13F Hendershot Investments Inc. 1 479 1,02 303 6,34
2025-07-29 13F Private Trust Co Na 10 878 −9,55 2 227 −4,59
2025-07-15 13F Focused Wealth Management, Inc 2 428 1,38 497 7,11
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 12 114 0,26 2 516 13,70
2025-07-29 NP JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 26 168 7,16 5 179 4,42
2025-08-12 13F FreeGulliver LLC 8 570 −75,72 1 754 −74,38
2025-08-14 13F/A Barclays Plc 7 880 92,20 2
2025-08-07 13F Lakeridge Wealth Management LLC 2 954 7,65 604 13,53
2025-08-29 13F Centaurus Financial, Inc. 16 750 −5,31 3 0,00
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 8 263 −0,07 1 691 5,42
2025-08-14 13F Silvercrest Asset Management Group Llc 1 093 4,10 224 9,85
2025-07-23 13F Values Added Financial LLC 2 769 4,53 567 10,33
2025-08-13 13F Mount Yale Investment Advisors, LLC 2 091 −2,43 428 2,89
2025-08-11 13F Mosaic Family Wealth Partners, Llc 5 178 0,00 1 060 5,48
2025-08-07 13F Allen Investment Management LLC 49 285 20,96 10 087 27,62
2025-07-25 13F Apollon Wealth Management, LLC 36 241 −5,94 7 417 −0,76
2025-07-17 13F Enclave Advisors LLC 331 192 −10,38 67 796 −5,43
2025-08-08 13F ERTS Wealth Advisors, LLC 0 −100,00 0
2025-05-16 13F/A Atlanta Consulting Group Advisors, LLC 0 −100,00 0
2025-08-11 13F Alteri Wealth LLC 3 134 0,00 641 5,60
2025-08-14 13F Royal Bank Of Canada 3 875 480 3,64 793 195 9,34
2025-08-06 13F Waverton Investment Management Ltd 1 161 0,00 238 5,33
2025-08-05 13F W.G. Shaheen & Associates DBA Whitney & Co 1 627 0,00 333 5,71
2025-05-13 13F Maripau Wealth Management Llc 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 4 058 −15,37 831 −11,61
2025-08-15 13F Morgan Stanley 12 674 587 1,15 2 594 108 6,72
2025-08-13 13F Wealthedge Investment Advisors, Llc 1 826 −3,08 374 2,19
2025-07-14 13F Clear Harbor Asset Management, LLC 14 638 4,54 2 996 10,27
2025-07-15 13F Ridgecrest Wealth Partners, Llc 37 622 16,32 7 700 22,73
2025-07-09 13F Towerpoint Wealth, LLC 5 297 3,82 1 084 9,61
2025-08-08 13F Marble Harbor Investment Counsel, LLC 5 433 9,29 1 112 15,25
2025-08-13 13F Vertex Planning Partners, LLC 2 478 0,00 507 5,63
2025-08-04 13F Northwest Financial Advisors 21 172 0,19 4 333 5,71
2025-07-29 13F Novare Capital Management Llc 9 143 −3,34 1 871 2,02
2025-04-10 13F Nixon Peabody Trust Co 0 −100,00 0
2025-08-12 13F Choate Investment Advisors 50 584 2,29 10 353 7,92
2025-07-31 13F Briaud Financial Planning, Inc 786 0,00 0
2025-05-09 13F Wade Financial Advisory, Inc 22 754 −7,22 4 414 −8,08
2025-07-17 13F Eclectic Associates Inc /adv 182 497 2,35 37 351 7,99
2025-07-15 13F Total Wealth Planning, Llc 2 548 0,00 521 5,47
2025-07-18 13F Liberty Capital Management, Inc. 1 834 0,00 375 5,63
2025-07-22 13F Fortitude Advisory Group L.L.C. 5 973 4,28 1 222 16,60
2025-08-14 13F Destination Wealth Management 2 940 −5,07 602 0,17
2025-08-15 13F Blue Edge Capital, LLC 10 426 −2,72 2 134 2,60
2025-08-08 13F Citizens Financial Group Inc/ri 85 404 5,81 17 551 12,08
2025-08-12 13F Employees' Retirement Fund of the City of Fort Worth 78 051 0,00 15 141 0,00
2025-05-15 13F Proquility Private Wealth Partners, LLC 0 −100,00 0
2025-07-22 13F Apexium Financial, Lp 14 301 −15,66 2 939 −10,64
2025-08-14 13F BTG Pactual Asset Management US LLC 5 985 0,00 1 225 5,43
2025-08-11 13F Aptus Capital Advisors, LLC 77 872 0,75 15 938 6,30
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-04-08 13F Retirement Wealth Solutions LLC 0 −100,00 0
2025-07-09 13F Defined Wealth Management, Llc 10 094 −1,34 2 066 4,08
2025-07-24 13F 3Chopt Investment Partners, LLC 3 696 1,51 760 7,51
2025-08-12 13F Accordant Advisory Group Inc 1 013 0,00 207 5,61
2025-07-18 13F Client 1st Advisory Group, Llc 20 479 −0,12 4 191 5,38
2025-07-30 13F Demars Financial Group, LLC 1 812 −99,48 371 36 900,00
2025-07-17 13F Sonora Investment Management Group, LLC 4 920 −7,38 1 007 −2,33
2025-07-15 13F SJS Investment Consulting Inc. 586 0,00 120 5,31
2025-08-06 13F Stokes Family Office, LLC 448 160 −8,96 91 725 −3,95
2025-08-12 13F Boreal Capital Management LLC 650 134
2025-08-01 13F First Command Advisory Services, Inc. 13 071 −6,76 2 675 −1,62
2025-08-05 13F Sebold Capital Management, Inc. 58 419 5,09 11 957 10,88
2025-08-07 13F Mosaic Financial Group, Llc 66 199 0,00 14 8,33
2025-07-16 13F Tenret Co LLC 6 040 0,00 1 236 5,55
2025-08-14 13F VPR Management LLC 52 630 0,00 10 772 5,50
2025-07-10 13F Oldfather Financial Services, LLC 1 252 0,00 256 5,79
2025-07-18 13F Clarity Financial LLC 2 167 −10,71 444 −5,74
2025-07-23 13F Joel Isaacson & Co., LLC 1 273 264 2,54 260 599 8,19
2025-08-14 13F Financial Network Wealth Advisors LLC 53 17,78 11 25,00
2025-07-25 13F Cypress Capital Group 4 466 0,00 914 5,54
2025-08-27 NP Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 110 946 0,00 22 707 5,51
2025-07-09 13F Heritage Family Offices, LLP 3 008 0,00 577 −1,03
2025-07-31 13F CVA Family Office, LLC 51 218 6,12 10 483 11,96
2025-08-14 13F First Manhattan Co 149 244 −0,02 30 676 5,94
2025-07-31 13F Lee Danner & Bass Inc 995 −9,13 204 −4,25
2025-08-11 13F Core Wealth Partners LLC 1 033 −4,62 211 0,48
2025-08-11 13F Regal Investment Advisors LLC 54 145 1,28 11 082 6,87
2025-07-29 13F Creekside Partners 32 855 −0,96 6 725 4,49
2025-08-07 13F Rollins Financial Advisors, LLC 2 958 −5,37 605 −0,17
2025-08-06 13F Convergence Financial, LLC 2 841 3,50 581 9,21
2025-07-09 13F Westmount Partners, LLC 4 173 −0,52 854 5,04
2025-08-07 13F Beese Fulmer Investment Management, Inc. 17 320 37,31 3 545 44,83
2025-08-11 13F NewEdge Wealth, LLC 106 093 0,18 21 856 6,39
2025-07-29 13F Mb, Levis & Associates, Llc 652 0,00 133 5,56
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 22 386 1,98 4 582 7,59
2025-08-04 13F Syverson Strege & Co 6 336 0,00 1 297 5,45
2025-08-12 13F Country Trust Bank 16 1 500,00 3
2025-08-13 13F Philadelphia Trust Co 22 343 −2,81 5 0,00
2025-07-14 13F Crew Capital Management, Ltd. 0 −100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 3 652 7,63 748 14,75
2025-08-08 13F Investment Partners, Ltd. 30 254 0,00 6 192 5,52
2025-08-11 13F WPWealth LLP 1 030 −0,29 211 5,00
2025-08-26 13F Claris Financial LLC 5 523 4,84 1 130 9,60
2025-08-14 13F Fmr Llc 403 546 5,22 82 594 11,02
2025-08-12 13F BlackRock, Inc. 21 894 32,96 4 481 40,29
2025-07-22 13F/A Elser Financial Planning, Inc 3 652 −27,95 747 −24,01
2025-07-16 13F Cahaba Wealth Management, Inc. 2 048 −3,85 419 1,45
2025-07-15 13F Clarus Group, Inc. 2 391 0,00 489 5,62
2025-07-23 13F Wheelhouse Advisory Group LLC 79 912 3,91 16 356 9,63
2025-08-13 13F JBR Co Financial Management Inc 3 038 0,00 622 5,43
2025-08-18 13F Geneos Wealth Management Inc. 18 894 25,26 3 867 32,16
2025-09-09 13F Cambridge Financial Group, LLC 10 511 0,75 2 151 6,80
2025-07-29 13F Carmel Capital Partners, LLC 1 149 235
2025-08-13 13F Brown Advisory Inc 894 156 12,88 183 007 19,09
2025-07-29 13F First Bancorp, Inc /ME/ 5 508 −0,27 1 127 5,23
2025-07-31 13F Jordan Park Group LLC 44 169 −5,29 9 040 −0,07
2025-07-15 13F RVW Wealth, LLC 6 272 0,00 1 284 5,51
2025-08-06 13F OneAscent Wealth Management LLC 3 829 −10,31 1
2025-07-17 13F ERn Financial, LLC 5 717 −0,44 1 170 5,12
2025-07-14 13F Chris Bulman Inc 29 245 −3,12 5 986 2,22
2025-08-01 13F Vision Financial Markets Llc 6 20,00 1
2025-08-14 13F Vivaldi Capital Management, LLC 7 630 −1,10 1 562 4,34
2025-07-10 13F NorthCrest Asset Manangement, LLC 1 045 217
2025-08-05 13F Next Capital Management LLC 13 342 0,00 2 731 5,49
2025-07-24 13F Jfs Wealth Advisors, Llc 64 003 −1,56 13 099 3,85
2025-07-24 13F Agate Pass Investment Management, LLC 4 710 6,08 964 11,85
2025-08-12 13F Tocqueville Asset Management L.p. 13 343 0,00 2 731 5,49
2025-08-06 13F Nvwm, Llc 2 151 15,03 440 21,55
2025-04-25 13F Benchmark Financial Wealth Advisors, LLC 0 −100,00 0
2025-07-24 13F Robertson Stephens Wealth Management, LLC 637 496 −4,12 131 031 1,58
2025-07-23 13F Intergy Private Wealth, LLC 1 011 207
2025-08-06 13F Cloud Capital Management, LLC 1 006 0,00 0
2025-07-17 13F Flywheel Private Wealth LLC 78 055 0,32 15 976 5,84
2025-07-22 13F Olistico Wealth, LLC 1 141 0,00 234 5,43
2025-08-11 13F Rockbridge Investment Management, LCC 3 518 −1,21 720 4,35
2025-07-14 13F Hoey Investments, Inc 0 −100,00 0
2025-08-12 13F New World Advisors LLC 2 090 38,96 428 46,74
2025-07-23 13F Castle Rock Wealth Management, LLC 2 176 4,77 450 12,22
2025-07-23 13F Steel Peak Wealth Management LLC 12 497 14,48 2 568 21,26
2025-08-14 13F Harmony Asset Management Llc 6 354 0,00 1 300 5,52
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 44 715 −0,86 9 152 5,72
2025-08-11 13F Mosaic Advisors LLC 187 854 −3,29 38 448 2,04
2025-08-13 13F Options Solutions, Llc 1 470 0,00 301 5,26
2025-08-14 13F Eaton-Cambridge Inc. 1 732 0,00 354 5,67
2025-08-12 13F Vestor Capital, Llc 256 −64,15 0
2025-07-09 13F First Bank & Trust 2 065 0,00 423 5,50
2025-07-15 13F Financial Partners Group, Inc 5 238 −1,69 1 072 3,78
2025-04-29 13F Hm Payson & Co 25 945 −1,70 5 033 −2,61
2025-07-29 NP JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 87 708 10,07 17 360 7,25
2025-08-07 13F W Advisors, Llc 25 909 2,74 5 303 8,40
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 8 0,00 2 0,00
2025-08-14 13F LM Advisors LLC 97 238 0,46 20 5,56
2025-07-14 13F Arlington Partners LLC 8 000 −69,23 1 637 −67,54
2025-07-14 13F Toth Financial Advisory Corp 440 −10,57 90 −5,26
2025-07-22 13F Silver Lake Advisory, LLC 5 714 11,69 1 169 17,84
2025-07-29 13F Koshinski Asset Management, Inc. 44 908 7,56 9 191 13,48
2025-07-09 13F Dynamic Advisor Solutions LLC 25 790 −1,04 5 278 4,41
2025-08-04 13F Spire Wealth Management 19 213 −19,44 3 932 −15,00
2025-08-15 13F Stonebridge Capital Advisors LLC 1 561 0,52 320 5,98
2025-07-31 13F Resonant Capital Advisors, LLC 269 307 3,48 55 333 9,60
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-04-11 13F Davis Capital Management 414 11,59 80 11,11
2025-07-10 13F SK Wealth Management, LLC 1 182 0,42 245 15,09
2025-07-18 13F Martel Wealth Advisors Inc 79 110 2,11 16 191 7,73
2025-07-08 13F Boltwood Capital Management 3 457 −3,22 708 2,17
2025-07-24 13F Financial Connections Group, Inc. 1 195 0,00 0
2025-08-05 13F Clarity Wealth Development LLC 3 730 −7,92 763 −1,29
2025-08-18 13F Second Line Capital, LLC 2 871 −9,09 590 −3,59
2025-07-14 13F Southland Equity Partners LLC 2 098 0,00 429 5,41
2025-07-09 13F Massmutual Trust Co Fsb/adv 4 361 −0,48 893 4,94
2025-07-29 13F Financial Guidance Group, Inc. 16 872 −0,18 3 453 5,34
2025-08-05 13F Carson Advisory Inc. 5 631 0,55 1 152 6,08
2025-08-13 13F Shepherd Financial Partners LLC 2 054 −52,31 420 −49,70
2025-08-01 13F Schmidt P J Investment Management Inc 14 956 −15,57 3 061 −10,91
2025-08-07 13F Evoke Wealth, Llc 168 449 0,39 34 623 6,37
2025-07-17 13F Sterling Investment Advisors, Ltd. 4 141 1,25 848 6,81
2025-08-06 13F Ethos Financial Group, LLC 5 888 −39,94 1 210 −36,95
2025-07-16 13F Kennedy Investment Group 2 760 91,53 565 102,15
2025-08-07 13F Fonville Wealth Management LLC 16 625 −1,53 3 403 3,94
2025-04-17 13F Rs Crum Inc. 2 510 9,94 487 8,72
2025-08-12 13F Garrett Wealth Advisory Group, LLC 19 642 −3,47 4 020 1,85
2025-08-07 13F Traynor Capital Management, Inc. 1 257 259
2025-05-13 13F Measured Risk Portfolios, Inc. 0 −100,00 0
2025-07-29 NP JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 35 643 0,93 7 055 −1,66
2025-04-10 13F Chesley Taft & Associates LLC 0 −100,00 0
2025-08-12 13F Insigneo Advisory Services, Llc 2 125 50,71 435 58,97
2025-07-15 13F Mather Group, Llc. 60 567 −3,30 12 396 2,02
2025-07-08 13F Arlington Trust Co LLC 181 417 −1,20 37 131 4,24
2025-08-07 13F King Luther Capital Management Corp 484 52,68
2025-08-13 13F Isthmus Partners, Llc 1 211 0,00 248 5,56
2025-08-14 13F Boston Private Wealth Llc 19 574 4 006
2025-07-09 13F Central Valley Advisors, Llc 2 752 0,00 563 5,63
2025-08-12 13F Integras Partners LLC 6 968 −6,12 1 426 −0,90
2025-08-12 13F Prudential Financial Inc 4 068 122 2,08 832 623 7,70
2025-07-21 13F Synergy Financial Management, LLC 3 668 0,00 751 5,49
2025-08-08 13F Truepoint, Inc. 1 641 −14,49 336 −9,95
2025-07-18 13F BCU Wealth Advisors, LLC 2 995 0,00 613 5,34
2025-07-17 13F Keystone Global Partners, LLC 6 928 146,64 1 418 160,18
2025-08-14 13F Hilltop Holdings Inc. 3 964 −2,44 811 2,92
2025-07-28 13F Innova Wealth Partners 14 981 7,38 3 066 13,30
2025-07-28 13F Sterling Financial Planning, Inc. 3 116 0,00 638 5,46
2025-07-30 13F Granite Harbor Advisors, Inc. 1 439 0,00 295 5,38
2025-07-22 13F Capital Advisors Inc/ok 9 456 0,00 1 935 5,51
2025-08-12 13F Indie Asset Partners, LLC 1 462 −16,03 299 −11,28
2025-07-17 13F Smith, Salley & Associates 11 106 −0,14 2 273 5,33
2025-08-13 13F Lido Advisors, LLC 96 129 8,01 19 758 14,44
2025-07-16 13F Kiley Juergens Wealth Management, Llc 19 438 −0,36 3 978 5,13
2025-07-15 13F Signet Financial Management, Llc 42 569 −5,02 8 713 0,21
2025-07-23 13F Cannon Wealth Management Services, LLC 16 649 3,36 3 408 10,19
2025-07-23 13F SpringVest Wealth Management LLC 1 600 0,00 329 5,81
2025-08-11 13F Mill Creek Capital Advisors, LLC 17 762 −4,95 3 635 0,28
2025-08-07 13F Alliance Wealth Management Group 3 001 12,14 614 18,30
2025-07-31 13F Wealthfront Advisers Llc 9 089 642 19,55 1 860 377 26,13
2025-07-17 13F Global Trust Asset Management, LLC 201 0,00 41 7,89
2025-08-05 13F Mason Investment Advisory Services, Inc. 4 743 0,00 971 5,43
2025-08-06 13F Modera Wealth Management, LLC 1 547 972 4,74 316 824 10,50
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-15 13F Revisor Wealth Management LLC 2 321 8,46 481 15,90
2025-07-18 13F Consolidated Portfolio Review Corp 21 452 2,68 4 391 8,34
2025-08-13 13F Great Diamond Partners, LLC 5 833 −2,20 1 194 3,20
2025-07-14 13F CJM Wealth Advisers, Ltd. 10 222 0,00 2 092 5,55
2025-07-18 13F TruNorth Capital Management, LLC 1 665 0,00 341 5,26
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 461 610 13,26 94 546 20,61
2025-07-16 13F Littlejohn Financial Services, Inc. 5 954 1,48 1 219 7,03
2025-07-30 13F Roman Butler Fullerton & Co 31 528 −0,16 6 594 12,24
2025-08-06 13F Centerpoint Advisory Group 25 868 −0,63 5 294 4,83
2025-08-14 13F Glenmede Investment Management, LP 600 261 122 855
2025-07-18 13F Childress Capital Advisors, Llc 15 832 −10,46 3 240 −5,54
2025-08-06 13F LeClair Wealth Partners LLC 13 272 −0,38 2 716 5,11
2025-05-12 13F Sandy Spring Bank 12 241 −9,99 2 375 −10,85
2025-07-24 13F MA Private Wealth 4 926 0,00 1 008 5,55
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-31 13F Jackson Hole Capital Partners, LLC 2 943 0,00 602 5,61
2025-08-07 13F Accent Capital Management, LLC 1 261 3,36 258 9,32
2025-07-22 13F Rockingstone Advisors LLC 4 336 0,00 888 5,47
2025-07-17 13F Covenant Asset Management, LLC 2 667 −1,84 546 3,42
2025-07-17 13F Mustard Seed Financial, LLC 1 385 24,44 283 31,63
2025-07-29 13F Riverbend Wealth Management, LLC 3 284 672
2025-08-07 13F Brio Consultants, LLC 43 171 −2,82 8 836 2,53
2025-07-17 13F Melfa Wealth Management, Llc 4 248 0,00 870 5,46
2025-07-15 13F Bay Capital Advisors, LLC 3 700 −0,11 757 5,43
2025-07-31 13F FSA Investment Group, LLC 982 201
2025-08-14 13F Sunbelt Securities, Inc. 6 508 −0,02 1 274 0,95
2025-05-15 13F Cambria Investment Management, L.P. 0 −100,00 0
2025-08-08 13F Empower Advisory Group, LLC 13 196 −6,69 2 701 −1,57
2025-07-09 13F Riversedge Advisors, Llc 979 200
2025-08-14 13F First Financial Bankshares Inc 1 254 0,00 257 5,35
2025-07-24 13F MSH Capital Advisors LLC 11 915 24,74 2 439 31,64
2025-08-01 13F Biltmore Family Office, LLC 6 553 0,49 1 347 6,40
2025-08-06 13F 360 Financial, Inc. 331 166 3,51 67 780 9,21
2025-07-09 13F Sapient Capital Llc 16 575 23,80 3 407 31,15
2025-07-21 13F Tilia Fiduciary Partners, Inc. 1 925 5,08 394 10,70
2025-07-21 13F Investment Planning Advisors, Inc. 5 465 29,41 1 118 36,51
2025-07-23 13F Fortis Advisors, LLC 28 813 −0,36 5 897 5,13
2025-07-31 13F United Community Bank 195 89,32 40 105,26
2025-07-23 13F Optas, LLC 2 662 −50,00 545 −47,29
2025-07-25 13F SPC Financial, Inc. 45 395 −1,49 9 291 3,94
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 7 578 −3,19 1 551 2,11
2025-08-04 13F Human Investing LLC 163 236 0,38 33 417 5,93
2025-08-13 13F Safe Harbor Fiduciary, LLC 80 −50,62 16 −48,39
2025-08-12 13F Lodestone Wealth Management LLC 1 606 0,00 329 5,47
2025-08-06 13F Savant Capital, LLC 49 008 3,74 10 030 9,45
2025-08-06 13F Cm Wealth Advisors Llc 86 144 −0,16 17 660 5,51
2025-08-13 13F Grantvest Financial Group LLC 1 763 −18,46 361 −14,08
2025-07-28 13F Boston Trust Walden Corp 3 952 0,00 809 5,48
2025-08-12 13F Putnam Fl Investment Management Co 62 792 3,54 12 852 9,24
2025-08-14 13F CIBC World Markets Inc. 41 098 1,63 8 412 7,23
2025-07-29 13F Kraft, Davis & Associates, LLC 71 165 4,04 14 850 17,89
2025-08-12 13F North Star Asset Management Inc 4 220 −12,05 864 −7,20
2025-07-09 13F Lake Hills Wealth Management, LLC 1 622 0,00 332 5,41
2025-07-25 13F Commonwealth Financial Services, LLC 1 463 21,71 299 28,33
2025-08-05 13F Bank of New York Mellon Corp 1 116 169 −1,94 228 446 3,46
2025-07-09 13F Post Resch Tallon Group Inc. 17 275 −0,78 3 536 5,55
2025-08-07 13F Cahill Financial Advisors Inc 88 758 −1,60 18 166 3,82
2025-08-13 13F Nicolet Advisory Services, Llc 10 908 −5,20 2 226 6,56
2025-08-14 13F Staley Capital Advisers Inc 24 094 −7,85 4 931 −2,78
2025-07-23 13F Arcataur Capital Management LLC 29 368 −0,76 6 011 4,70
2025-08-07 13F Alpha Financial Advisors, LLC 1 417 22,26 290 29,46
2025-08-14 13F Mairs & Power Inc 4 546 57,74 930 66,37
2025-08-01 13F Envestnet Asset Management Inc 2 367 587 2,46 484 563 8,09
2025-08-08 13F TD Capital Management LLC 191 155 −1,37 39 124 4,06
2025-07-24 13F Galvin, Gaustad & Stein, LLC 11 708 3,13 2 396 8,81
2025-08-14 13F ICONIQ Capital, LLC 16 466 −0,81 3 370 4,66
2025-08-15 13F Manhattan West Asset Management, LLC 7 164 2,42 1 466 8,11
2025-08-07 13F Curtis Advisory Group, LLC 1 875 0,00 384 5,51
2025-08-08 13F SBI Securities Co., Ltd. 104 387 0,18 21 365 5,69
2025-08-18 13F/A National Bank Of Canada /fi/ 115 930 21,33 23 721 28,03
2025-07-16 13F Essex Financial Services, Inc. 60 883 5,56 12 461 11,37
2025-08-05 13F Aurdan Capital Management, LLC 133 018 21,33 27 225 28,00
2025-08-12 13F Atlantic Family Wealth, Llc 2 120 −0,47 434 4,84
2025-08-04 13F Keybank National Association/oh 26 231 16,11 5 369 22,50
2025-08-06 13F Wedbush Securities Inc 14 560 2,59 3 0,00
2025-08-06 13F Commonwealth Equity Services, Llc 2 992 420 −0,96 612 4,44
2025-05-15 13F Sonoma Private Wealth LLC 0 −100,00 0
2025-07-11 13F Caldwell Securities, Inc 14 183 8,14 2 903 14,07
2025-05-01 13F Quest 10 Wealth Builders, Inc. 186 −2,62 36 −2,70
2025-08-08 13F Sittner & Nelson, Llc 328 0,00 67 6,35
2025-08-05 13F American Institute for Advanced Investment Management, LLP 17 257 −0,85 3 532 4,59
2025-07-17 13F XY Planning Network, Inc. 1 387 21,88 284 28,64
2025-07-30 13F Fairway Wealth LLC 540 0,00 111 5,77
2025-08-14 13F Private Capital Management, LLC 22 226 0,85 4 549 6,39
2025-07-21 13F Warner Financial, Inc 42 097 −1,53 9 0,00
2025-08-12 13F Pettyjohn, Wood & White, Inc 66 579 −0,59 13 627 4,88
2025-07-10 13F Anderson Hoagland & Co 4 498 0,00 921 17,80
2025-07-17 13F LexAurum Advisors, LLC 10 026 −6,73 2 052 −1,58
2025-08-14 13F RMB Capital Management, LLC 87 311 37,94 17 945 46,14
2025-08-06 13F SNS Financial Group, LLC 7 953 10,09 1 635 16,63
2025-07-10 13F Fulton Bank, N.a. 3 513 0,00 719 5,58
2025-08-14 13F Aberdeen Wealth Management LLC 42 129 0,00 8 622 5,51
2025-08-15 13F Captrust Financial Advisors 1 217 884 4,24 249 263 9,98
2025-08-07 13F S&co Inc 23 067 0,00 5 0,00
2025-07-18 13F Forbes J M & Co Llp 87 001 0,98 17 806 6,55
2025-07-07 13F First Community Trust Na 0 −100,00 0
2025-07-17 13F LifeGoal Wealth Advisors 2 708 −1,20 554 4,33
2025-07-10 13F Legacy Financial Strategies, LLC 4 515 0,00 924 5,60
2025-07-21 13F Sterling Investment Counsel, LLC 0 −100,00 0
2025-08-14 13F Cibc World Markets Corp 20 246 2,12 4 144 7,72
2025-04-14 13F Black Point Wealth Management 0 −100,00 0
2025-08-07 13F Mayport, Llc 2 133 −29,97 437 −26,10
2025-07-29 13F Liberty Square Wealth Partners Llc 6 976 −2,38 1 428 2,96
2025-08-08 13F D'Orazio & Associates, Inc. 17 851 −11,06 3 654 −6,16
2025-08-19 13F Cape Investment Advisory, Inc. 2 474 8,65 506 14,74
2025-07-16 13F Highline Wealth Partners Llc 115 0,00 24 4,55
2025-07-31 13F Whipplewood Advisors, LLC 18 237 444,06 3 733 8,39
2025-07-24 13F West Bancorporation Inc 11 712 −0,31 2 397 5,18
2025-08-08 13F Security Financial Services, INC. 48 937 −0,49 10 016 4,98
2025-04-28 13F Pinnacle Financial Partners Inc 50 481 20,78 9 804 19,59
2025-07-30 13F Journey Advisory Group, LLC 79 212 4,48 16 213 10,24
2025-08-05 13F Plante Moran Financial Advisors, LLC 3 622 18,02 741 24,54
2025-08-01 13F Winebrenner Capital Management Llc 3 106 2,85 636 8,55
2025-08-08 13F Compass Financial Services Inc 7 335 −1,41 1 501 4,02
2025-08-15 13F Sugar Maple Asset Management, LLC 18 044 11,41 3 693 17,57
2025-08-04 13F Evergreen Wealth Management, LLC 61 168 −1,26 12 519 4,18
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 2 000 409
2025-07-25 13F ONE Advisory Partners, LLC 2 197 458
2025-07-25 13F Hazlett, Burt & Watson, Inc. 12 556 −0,84 3 0,00
2025-08-05 13F McGinn Investment Management, Inc. 1 886 −9,20 0
2025-08-21 13F Pathway Financial Advisers, LLC 19 712 3,87 4 034 9,59
2025-07-21 13F DMKC Advisory Services, LLC 18 706 55,73 3 865 65,88
2025-05-15 13F Glenmede Trust Co Na 608 238 0,91 117 992 −0,04
2025-07-01 13F Private Client Services, Llc 1 572 0,00 322 5,59
2025-08-08 13F Avalon Trust Co 2 485 107,08 509 118,97
2025-08-11 13F Root Financial Partners, LLC 3 425 12,59 701 18,64
2025-08-08 13F Maple Capital Management, Inc. 4 958 −1,27 1 015 4,11
2025-08-14 13F FC Advisory LLC 11 685 5,82 2 392 11,62
2025-08-14 13F Main Street Financial Solutions, LLC 82 061 5,25 16 795 11,04
2025-07-09 13F Lineweaver Wealth Advisors, LLC 1 638 0,00 335 5,68
2025-07-23 13F West Paces Advisors Inc. 162 798 6,57 33 320 12,44
2025-07-22 13F Rocky Mountain Advisers, Llc 12 863 0,00 2 633 5,49
2025-05-02 13F Retirement Planning Co of New England, Inc. 7 224 1 401
2025-07-07 13F Teamwork Financial Advisors, LLC 1 897 2,65 388 8,38
2025-08-01 13F Transcend Wealth Collective, Llc 60 836 −3,50 12 451 1,82
2025-07-25 13F Atria Wealth Solutions, Inc. 172 024 −49,51 35 396 −46,45
2025-07-28 13F Fairman Group, LLC 1 749 0,00 360 5,28
2025-07-31 13F Prentice Wealth Management LLC 44 949 −3,48 9 200 1,84
2025-07-14 13F Ridgewood Investments LLC 7 414 19,58 1 518 26,21
2025-08-11 13F WPG Advisers, LLC 282 0,71 58 5,56
2025-07-25 13F Meritage Portfolio Management 988 202
2025-08-14 13F Gotham Asset Management, LLC 51 520 5,26 10 545 11,05
2025-08-25 13F Silverlake Wealth Management Llc 9 636 39,59 1 972 47,27
2025-07-29 13F International Assets Investment Management, Llc 12 773 3,04 2 614 8,74
2025-07-11 13F Busey Wealth Management 6 248 −0,03 1 279 5,45
2025-07-30 13F Brookstone Capital Management 305 764 −1,07 62 581 4,37
2025-08-13 13F Navis Wealth Advisors, LLC 7 207 0,00 1 475 5,51
2025-08-18 13F Wolverine Trading, Llc 0 −100,00 0 −100,00
2025-07-21 13F Family CFO Inc 102 772 1,10 21 034 6,66
2025-08-08 13F Condor Capital Management 2 607 −2,51 534 2,90
2025-08-01 13F Solstein Capital, LLC 246 50
2025-08-14 13F Kitching Partners, Llc 79 259 5,70 16 222 11,52
2025-07-14 13F Signature Securities Group Corporation 28 958 −0,27 5 952 5,68
2025-09-03 13F American Trust 2 026 415
2025-08-05 13F Towercrest Capital Management 3 001 12,14 614 18,30
2025-07-25 13F Concurrent Investment Advisors, LLC 161 657 117,26 33 086 129,22
2025-07-31 13F Opus Capital Group, LLC 13 855 −0,71 3 0,00
2025-08-05 13F Optivise Advisory Services LLC 1 410 0,00 289 5,49
2025-07-08 13F Dover Advisors, Llc 1 891 −24,87 387 −20,90
2025-07-24 13F Leo Wealth, LLC 37 287 5,11 7 631 10,90
2025-08-12 13F Wealthbridge Capital Management, Llc 29 459 0,07 6 029 5,59
2025-08-12 13F Jefferies Financial Group Inc. 44 840 −2,07 9 177 3,32
2025-08-14 13F Operose Advisors LLC 2 258 0,00 462 5,72
2025-07-30 13F Darrow Company, Inc. 7 255 0,00 1 485 5,47
2025-07-29 13F Elevation Capital Advisory, LLC 0 −100,00 0
2025-08-19 13F Advisory Services Network, LLC 68 379 2,52 14 090 8,90
2025-07-16 13F Signature Resources Capital Management, LLC 81 0,00 17 6,67
2025-07-24 13F Stonebridge Financial Group, LLC 22 936 3,16 4 694 8,83
2025-08-01 13F Delta Investment Management, LLC 0 −100,00 0
2025-07-15 13F RTD Financial Advisors, Inc. 4 698 3,18 962 8,83
2025-08-04 13F AlphaStar Capital Management, LLC 3 814 781
2025-04-21 13F Golden Road Advisors Llc 0 −100,00 0
2025-07-07 13F Nova Wealth Management, Inc. 32 −74,80 7 −75,00
2025-09-04 13F Reynders McVeigh Capital Management, LLC 9 902 −13,71 2 0,00
2025-08-18 13F Arq Wealth Advisors, Llc 7 903 0,00 1 533 0,00
2025-08-12 13F Waterloo Capital, L.P. 1 100 0,00 225 5,63
2025-07-14 13F Oliver Luxxe Assets LLC 12 408 0,27 2 540 5,79
2025-08-14 13F Manufacturers Life Insurance Company, The 1 002 520 2,74 205 184 8,40
2025-07-09 13F Inspirion Wealth Advisors, Llc 7 929 0,00 1 623 5,46
2025-08-08 13F Wall Street Access Asset Management, LLC 18 675 5,96 3 822 11,79
2025-07-17 13F SC&H Financial Advisors, Inc. 14 470 0,00 2 962 5,49
2025-07-24 13F Von Berge Wealth Management Group, LLC 22 697 10,24 4 697 21,15
2025-07-22 13F Brown Miller Wealth Management, LLC 5 067 1,18 1 037 6,80
2025-07-28 13F Triton Wealth Management, PLLC 0 −100,00 0
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 1 350 276
2025-08-14 13F Ausdal Financial Partners, Inc. 26 456 1,35 5 415 6,93
2025-07-29 13F Planned Solutions, Inc. 2 570 5,54 526 11,44
2025-07-10 13F Western Pacific Wealth Management, LP 47 452 12,50 9 712 18,70
2025-08-04 13F Pinnacle Associates Ltd 38 129 −6,34 7 804 −1,18
2025-08-07 13F Fountainhead AM, LLC 1 116 2,57 228 8,06
2025-07-25 13F Apollon Financial, LLC 68 254 3,53 13 969 9,24
2025-07-28 13F Mutual Advisors, LLC 122 393 −1,53 25 597 9,16
2025-08-14 13F Williams Jones Wealth Management, LLC. 10 738 −2,72 2 198 2,62
2025-07-22 13F D.B. Root & Company, LLC 78 842 −3,93 16 137 1,36
2025-08-07 13F LOM Asset Management Ltd 15 449 3
2025-07-15 13F James J. Burns & Company, LLC 2 120 −10,55 434 −5,66
2025-05-01 13F Xponance, Inc. 0 −100,00 0
2025-08-08 13F Intrua Financial, LLC 1 568 0,00 321 5,26
2025-07-31 13F Northstar Asset Management Llc 24 810 −1,27 5 078 4,16
2025-08-04 13F Daymark Wealth Partners, Llc 5 819 0,57 1 191 6,06
2025-08-14 13F Toronto Dominion Bank 75 645 13 147,81 15 482 13 847,75
2025-07-29 13F Crux Wealth Advisors 6 576 0,57 1 346 6,07
2025-08-07 13F Prudent Man Investment Management, Inc. 22 0,00 4 0,00
2025-08-14 13F Redwood Financial Network Corp 995 204
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 6 462 5,67 1 323 12,70
2025-07-22 13F My Personal CFO, LLC 1 606 −0,93 329 4,46
2025-07-18 13F O'ROURKE & COMPANY, Inc 5 282 0,00 1 081 5,57
2025-07-31 13F Orion Capital Management LLC 42 986 0,11 8 798 5,62
2025-07-10 13F Waypoint Wealth Partners Inc. 1 162 238
2025-07-29 13F Koa Wealth Management, LLC 3 671 −0,33 751 5,18
2025-07-30 13F Silver Oak Wealth Advisors Services, Llc 6 541 0,51 1 339 6,02
2025-08-11 13F Traub Capital Management LLC 447 92
2025-07-29 13F Interactive Financial Advisors 58 325 −0,99 11 938 4,46
2025-07-09 13F Bay Rivers Group 30 824 0,92 6 309 6,48
2025-08-14 13F Headinvest, Llc 32 622 1,73 6 677 7,33
2025-08-12 13F Founders Financial Alliance, LLC 9 657 2,42 1 977 8,04
2025-07-15 13F West Oak Capital, LLC 3 125 3,31 6 20,00
2025-04-30 13F ARGI Investment Services, LLC 0 −100,00 0
2025-08-01 13F Motco 8 097 −0,15 1 668 6,04
2025-08-04 13F B&l Asset Management Llc 1 459 0,00 299 5,30
2025-08-08 13F Pnc Financial Services Group, Inc. 348 330 13,09 71 293 19,31
2025-07-09 13F Sar Wealth Management Group, Llc 22 284 −0,19 4 561 5,29
2025-08-11 13F Pinnacle Financial Group, LLC / IL 27 947 −0,69 5 721 4,80
2025-07-17 13F Asio Capital, LLC 1 516 0,00 312 5,78
2025-07-30 13F Cambridge Capital Management, Llc 16 850 −0,06 3 449 5,44
2025-08-12 13F Richard W. Paul & Associates, LLC 3 632 −4,87 743 0,41
2025-07-17 13F Tritonpoint Wealth, Llc 2 263 −1,82 465 4,03
2025-08-04 13F WNY Asset Management, LLC 10 527 11,07 2 155 17,19
2025-07-21 13F Tower View Investment Management & Research LLC 19 545 0,07 4 000 5,60
2025-07-30 13F Blume Capital Management, Inc. 62 13
2025-07-07 13F Park Edge Advisors, LLC 1 165 0,00 238 5,78
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 472 758,18 0
2025-07-08 13F Ehrlich Financial Group 11 195 −37,53 2 291 −34,09
2025-07-24 13F Lester Murray Antman dba SimplyRich 3 102 0,00 1
2025-08-05 13F J. W. Coons Advisors, LLC 4 953 −3,79 1 014 1,50
2025-05-13 13F Watts Gwilliam & Co., LLC 33 519 0,70 6 502 0,08
2025-07-17 13F Emerald Advisors, LLC 10 413 4,95 2 131 10,76
2025-05-15 13F TRUE Private Wealth Advisors 0 −100,00 0
2025-07-22 13F Financial Insights, Inc. 22 443 −1,08 4 593 4,36
2025-07-24 13F Trust Co Of Toledo Na /oh/ 1 269 260
2025-07-15 13F Fifth Third Bancorp 523 458 −2,14 107 136 3,25
2025-08-07 13F Alpha Cubed Investments, LLC 43 703 −2,52 8 945 2,84
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 23 885 −0,25 4 889 5,25
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Value ETF 12 473 −32,75 2 383 −36,48
2025-07-10 13F Affiance Financial, LLC 13 615 0,00 2 787 5,49
2025-07-24 13F Blair William & Co/il 635 523 −0,99 130 073 4,46
2025-08-04 13F Atria Investments Llc 6 646 73,21 1 360 82,80
2025-07-09 13F Sunpointe, LLC 19 795 12,06 4 069 18,74
2025-07-22 13F Merit Financial Group, LLC 71 925 9,95 14 721 16,00
2025-08-12 13F One Charles Private Wealth Services, LLC 7 256 −1,04 1 485 4,43
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 5 220 −3,30 1 068 2,01
2025-06-27 NP GIAX - Nicholas Global Equity and Income ETF 29 254 −29,03 5 588 −32,96
2025-07-15 13F Palumbo Wealth Management LLC 2 045 0,00 418 5,56
2025-08-07 13F Commerce Bank 21 117 1,57 4 322 7,17
2025-08-14 13F Circle Wealth Management, LLC 67 300 0,00 13 774 5,51
2025-08-14 13F UBS Group AG 6 554 712 −0,72 1 341 553 4,75
2025-07-22 13F Keudell/Morrison Wealth Management 8 250 −6,30 1 689 −1,17
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