VO - Vanguard Index Funds - Vanguard Mid-Cap ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Vanguard Index Funds - Vanguard Mid-Cap ETF
US ˙ ARCA ˙ US9229086296

Grundläggande statistik
Institutionella ägare 2205 total, 2201 long only, 0 short only, 4 long/short - change of 2,04% MRQ
Genomsnittlig portföljallokering 0.8780 % - change of −3,71% MRQ
Institutionella aktier (lång) 201 006 544 (ex 13D/G) - change of 16,30MM shares 8,82% MRQ
Institutionellt värde (lång) $ 53 717 541 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) har 2205 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 201,006,544 aktier. Största aktieägare inkluderar Wells Fargo & Company/mn, Jones Financial Companies Lllp, Bank Of America Corp /de/, Creative Planning, Morgan Stanley, Northwestern Mutual Wealth Management Co, Raymond James Financial Inc, UBS Group AG, Us Bancorp \de\, and Ameriprise Financial Inc .

Vanguard Index Funds - Vanguard Mid-Cap ETF (ARCA:VO) 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 22, 2025 is 292,15 / share. Previously, on September 23, 2024, the share price was 263,02 / share. This represents an increase of 11,08% over that period.

VO / Vanguard Index Funds - Vanguard Mid-Cap ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

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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.

VO / Vanguard Index Funds - Vanguard Mid-Cap ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-14 13F Frisch Financial Group, Inc. 57 084 1,13 16 14,29
2025-07-23 13F Clear Creek Financial Management, LLC 8 381 −12,68 2 345 −5,52
2025-08-05 13F Marshall Financial Group Inc /adv 59 878 −4,14 16 756 3,72
2025-08-14 13F Vista Investment Management 5 544 −0,27 1 551 7,93
2025-07-09 13F David J Yvars Group 1 243 0,00 348 8,10
2025-08-05 13F AAFCPAs Wealth Management, LLC 9 235 −8,18 2 584 −0,65
2025-07-25 13F NorthRock Partners, LLC 3 319 13,24 930 22,85
2025-08-12 13F Atlas Capital Advisors Llc 5 138 −19,50 1 438 −12,91
2025-07-23 13F Indiana Trust & Investment Management CO 1 747 0,00 489 8,20
2025-07-08 13F TL Private Wealth 128 273 2,03 36 202 26,00
2025-08-07 13F Zions Bancorporation, National Association /ut/ 471 0,00 132 8,26
2025-07-23 13F Kingswood Wealth Advisors, Llc 11 573 10,02 3 238 19,00
2025-08-14 13F German American Bancorp, Inc. 3 891 −0,77 1 089 7,30
2025-07-15 13F Five Pine Wealth Management 16 790 6,62 4 706 15,55
2025-07-28 13F Sagespring Wealth Partners, Llc 68 263 −13,00 19 102 −5,87
2025-07-31 13F Richards, Merrill & Peterson, Inc. 1 566 17,30 438 26,96
2025-08-12 13F Tarbox Family Office, Inc. 63 532 −1,17 17 778 6,94
2025-07-03 13F Fiduciary Financial Group, Llc 3 177 18,77 894 39,69
2025-07-28 13F Omnia Family Wealth, LLC 13 029 −1,72 3 660 6,74
2025-07-14 13F Border to Coast Pensions Partnership Ltd 1 210 150 0,00 339 8,33
2025-07-31 13F Mycio Wealth Partners, Llc 716 41,22 200 52,67
2025-08-12 13F Prosperitas Financial LLC 34 620 0,62 9 688 8,87
2025-08-14 13F CoreCap Advisors, LLC 36 473 4,37 10 206 12,94
2025-07-30 13F Patten Group, Inc. 8 484 8,39 2 374 17,24
2025-08-07 13F Davis R M Inc 1 694 −21,57 474 −15,05
2025-08-01 13F Clark Asset Management, LLC 1 884 −7,05 527 0,57
2025-08-13 13F Legacy Capital Wealth Partners, LLC 6 466 −6,18 319 −21,29
2025-08-14 13F Df Dent & Co Inc 0 −100,00 0
2025-08-12 13F Wayfinding Financial, LLC 1 352 0,00 0
2025-08-13 13F Congress Wealth Management LLC / DE / 26 744 87,48 7 484 102,02
2025-07-29 13F Orin Green Financial, LLC 18 230 −0,86 5 101 15,56
2025-08-04 13F Linscomb & Williams, Inc. 9 680 −0,62 2 709 7,55
2025-07-28 13F Sagace Wealth Management LLC 29 670 −12,85 8 303 −5,70
2025-08-11 13F Performa Ltd (US), LLC 159 432 9,52 44 614 18,50
2025-08-12 13F Athena Investment Management 2 378 29,31 665 40,00
2025-07-30 13F Birch Hill Investment Advisors LLC 4 147 0,00 1 160 8,21
2025-08-14 13F Ariadne Wealth Management, LP 1 850 −55,52 534 −51,19
2025-08-15 13F/A Florida Financial Advisors, Llc 3 061 −14,62 857 −7,66
2025-09-22 13F Caldwell Trust Co 31 010 8 678
2025-08-07 13F BOK Financial Private Wealth, Inc. 149 905 −3,22 42 108 5,11
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 2 449 7,51 685 16,30
2025-07-15 13F McAdam, LLC 20 595 3,37 5 763 11,84
2025-07-24 13F JNBA Financial Advisors 51 935 69,37 14 533 83,25
2025-07-10 13F Bath Savings Trust Co 1 906 68,23 533 81,91
2025-07-25 13F Fifth Third Wealth Advisors LLC 9 623 29,87 2 693 40,50
2025-08-14 13F Evergreen Capital Management Llc 6 328 0,00 1 778 8,62
2025-07-15 13F Patriot Investment Management Inc. 58 058 −0,78 16 246 7,36
2025-08-04 13F Center for Financial Planning, Inc. 142 232 1 168,57 39 801 1 272,89
2025-04-22 13F Veridan Wealth LLC 16 537 5,56 4 277 −0,60
2025-08-04 13F REDW Wealth LLC 8 496 −11,56 2 378 −4,31
2025-08-05 13F GHP Investment Advisors, Inc. 1 714 −4,88 480 2,79
2025-07-22 13F Marks Group Wealth Management, Inc 5 490 0,00 1 536 8,25
2025-08-12 13F Miller Financial Services LLC 925 0,00 259 7,95
2025-08-12 13F Bokf, Na 80 453 7,75 22 513 16,59
2025-08-14 13F Monograph Wealth Advisors, Llc 8 077 10,01 2 269 19,49
2025-07-15 13F Td Private Client Wealth Llc 57 567 4,97 16 109 13,58
2025-08-07 13F Kestra Private Wealth Services, Llc 52 614 29,36 14 723 39,97
2025-07-29 13F Portland Financial Advisors Inc 7 752 1,52 2 169 9,88
2025-08-13 13F Financial & Tax Architects, LLC 1 218 32,39 341 43,46
2025-07-15 13F Optima Capital Llc 4 583 20,38 1 283 30,39
2025-07-30 13F Pittenger & Anderson Inc 268 263 1,27 75 068 9,58
2025-08-08 13F Wealth Alliance 13 175 4,27 3 687 12,83
2025-08-14 13F London Co Of Virginia 284 −3,73 80 3,95
2025-07-10 13F Websterrogers Financial Advisors, Llc 758 −2,32 212 6,00
2025-07-31 13F Carrera Capital Advisors 11 848 0,00 3 328 8,62
2025-08-06 13F Round Rock Advisors, LLC 88 864 −3,47 24 867 4,44
2025-08-13 13F Green Harvest Asset Management LLC 6 172 −2,37 1 727 5,69
2025-08-14 13F Fort Point Capital Partners LLC 40 920 3,04 11 494 11,92
2025-07-31 13F Carnegie Capital Asset Management, LLC 51 585 2,32 14 435 23,23
2025-08-06 13F Washington Trust Bank 9 398 3,48 2 630 11,97
2025-07-28 13F Essex LLC 5 356 562,87 1 499 620,19
2025-08-04 13F Integrity Alliance, Llc. 13 537 0,32 3 788 8,57
2025-07-15 13F CHB Investment Group, LLC 6 598 −0,78 2 0,00
2025-07-24 13F Endeavor Private Wealth, Inc. 6 397 −16,53 1 797 −9,33
2025-07-15 13F Marquette Asset Management, LLC 126 681 0,47 35 451 8,71
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 2 564 980 4 275,01 717 758 4 633,93
2025-08-01 13F Strategic Financial Services, Inc, 1 290 0,00 361 8,11
2025-08-14 13F Paragon Private Wealth Management, LLC 3 377 31,76 945 42,60
2025-07-29 13F Lutz Financial Services LLC 4 004 0,00 1 120 8,21
2025-07-17 13F Montis Financial, LLC 9 252 −0,02 2 589 8,15
2025-07-22 13F Valley National Advisers Inc 1 382 0,00 0
2025-07-30 13F Canvas Wealth Advisors, LLC 1 803 18,54 520 38,40
2025-08-04 13F Spinnaker Trust 19 994 −0,08 5 595 8,10
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 8 834 175,37 2 472 198,19
2025-07-28 13F Copia Wealth Management 1 838 −1,34 514 6,86
2025-07-29 13F Hoese & Co LLP 1 560 40,54 437 51,92
2025-08-11 13F Summit Wealth Partners, LLC 3 699 −2,12 1 035 5,94
2025-07-28 13F Eq Wealth Advisors, Llc 47 0,00 13 8,33
2025-08-15 13F Keel Point, LLC 3 025 0,00 846 8,18
2025-08-01 13F Ashton Thomas Private Wealth, LLC 92 157 −24,11 25 885 −17,58
2025-07-23 13F RMG Wealth Management LLC 6 918 1 969
2025-07-10 13F Exchange Traded Concepts, Llc 2 878 805
2025-08-15 13F Synergy Financial Group, LTD 5 375 −1,03 1 504 7,12
2025-07-02 13F Dentgroup LLC 1 265 −0,08 354 8,26
2025-07-15 13F Evanson Asset Management, LLC 3 743 5,08 1 047 13,68
2025-07-28 13F IFC Advisors LLC 140 650 3,05 39 358 11,51
2025-08-05 13F Tme Financial, Inc. 3 261 8,37 913 17,22
2025-08-08 13F Sensible Financial Planning & Management, LLC. 10 942 −1,74 3 062 6,32
2025-08-18 13F Hollencrest Capital Management 431 6,16 121 14,29
2025-08-14 13F/A Rockefeller Capital Management L.P. 479 993 −5,02 134 317 2,77
2025-07-17 13F Charles Schwab Trust Co 13 476 125,80 3 771 144,33
2025-07-09 13F Veracity Capital LLC 68 384 4,06 19 136 12,59
2025-08-11 13F Covestor Ltd 1 428 39,73 0
2025-07-23 13F Capstone Wealth Management Group, Llc 4 551 −10,25 1 274 −2,90
2025-07-16 13F Evergreen Private Wealth LLC 304 −36,00 85 −30,33
2025-08-12 13F Harbor Advisory Corp /ma/ 32 504 3,78 9 096 12,30
2025-07-23 13F Detalus Advisors, LLC 3 179 0,00 890 8,15
2025-07-25 13F Pathway Financial Advisors LLC 121 452 26,88 33 986 37,29
2025-05-07 13F Nvwm, Llc 0 −100,00 0 −100,00
2025-07-29 13F Madison Wealth Partners, Inc 1 397 8,72 391 17,47
2025-08-15 13F Morgan Stanley 8 041 443 0,12 2 250 237 8,34
2025-07-09 13F Westshore Wealth, LLC 2 609 −3,69 730 4,29
2025-07-16 13F Lloyd Advisory Services, LLC. 0 −100,00 0
2025-08-08 13F RAM Investment Partners, LLC 1 521 51,19 426 63,46
2025-08-06 13F Regimen Wealth, Llc 1 005 6,12 281 14,23
2025-08-19 13F Delos Wealth Advisors, LLC 22 6
2025-04-28 13F Vontobel Holding Ltd. 0 −100,00 0
2025-07-25 13F Concord Wealth Partners 365 20,86 102 30,77
2025-07-30 13F SkyOak Wealth, LLC 1 143 0,00 320 8,14
2025-08-05 13F EPG Wealth Management LLC 1 397 0,00 391 8,03
2025-08-14 13F Goldman Sachs Group Inc 731 640 1,62 204 735 9,95
2025-05-12 13F Johnson Financial Group, LLC 0 −100,00 0
2025-07-10 13F Triangle Securities Wealth Management 3 830 −0,39 1 072 7,75
2025-08-13 13F Providence Capital Advisors, LLC 1 224 −5,04 343 2,70
2025-07-17 13F Park Place Capital Corp 623 33,12 175 44,63
2025-08-11 13F Beaumont Capital Management, LLC 19 338 1,41 5 411 9,73
2025-08-05 13F HFG Advisors, Inc. 0 −100,00 0
2025-07-22 13F Ellenbecker Investment Group 14 154 −4,62 3 961 3,21
2025-08-12 13F Deutsche Bank Ag\ 3 049 0,00 853 8,25
2025-07-07 13F Retirement Wealth Solutions LLC 201 617,86 56 700,00
2025-07-17 13F Coastline Trust Co 4 679 15,56 1 309 25,02
2025-07-30 13F Argonautica Private Wealth Management, Inc 7 608 −1,68 2 129 6,40
2025-08-01 13F MorganRosel Wealth Management, LLC 31 208 0,69 8 733 8,95
2025-08-14 13F Elevatus Welath Management 2 480 31,63 694 42,30
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 3 410 −1,42 882 −3,50
2025-08-13 13F Summit Financial, LLC 86 019 8,13 24 163 17,45
2025-05-02 13F Napatree Capital Llc 0 −100,00 0
2025-07-17 13F Sfm, Llc 33 382 −7,34 9 341 0,27
2025-07-30 13F Avidian Wealth Solutions, LLC 54 124 −0,94 15 146 7,18
2025-08-14 13F Mml Investors Services, Llc 424 700 30,92 119 42,17
2025-07-31 13F Red Wave Investments LLC 37 619 0,09 10 527 8,29
2025-08-14 13F Clarity Asset Management, Inc. 110 31
2025-07-22 13F Wealthcare Capital Partners, LLC 1 460 −3,88 409 4,08
2025-07-29 13F BKD Wealth Advisors, LLC 46 702 1,57 13 069 9,90
2025-07-31 13F/A Interchange Capital Partners, LLC 5 301 −3,74 1 483 4,14
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-07-08 13F Advance Capital Management, Inc. 2 811 2,22 787 10,55
2025-07-21 13F Hilltop National Bank 6 524 6,90 1 826 13,28
2025-07-28 13F ForthRight Wealth Management, LLC 44 968 8,22 12 583 17,09
2025-04-21 13F Roberts Wealth Advisors, LLC 0 −100,00 0
2025-07-23 13F Gainplan LLC 10 062 −36,04 2 816 −30,80
2025-08-12 13F MAI Capital Management 106 636 1,24 29 840 9,55
2025-08-11 13F Foundation Wealth Management, LLC\PA 1 090 0,00 305 8,54
2025-07-25 13F Index Fund Advisors, Inc. 8 872 −0,22 2 483 7,96
2025-08-01 13F Equita Financial Network, Inc. 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 49 489 5,19 13 852 13,85
2025-08-06 13F Bensler, LLC 1 024 0,00 286 8,33
2025-08-08 13F Ironwood Investment Counsel, LLC 6 263 −13,07 1 753 −5,96
2025-08-12 13F Cook Wealth Management Group Llc 0 −100,00 0
2025-08-13 13F Rsm Us Wealth Management Llc 58 741 −1,53 16 500 6,95
2025-08-14 13F LaSalle St. Investment Advisors, LLC 999 −27,82 0
2025-08-05 13F Integrity Financial Corp /WA 1 862 29,85 523 41,08
2025-08-18 13F N.E.W. Advisory Services LLC 7 929 −8,54 2 219 −1,07
2025-08-14 13F Summit Trail Advisors, Llc 1 591 447
2025-07-31 13F Moser Wealth Advisors, LLC 2 285 0,00 639 8,31
2025-07-30 13F Onyx Bridge Wealth Group LLC 2 179 −18,66 611 −11,85
2025-08-13 13F Invesco Ltd. 0 −100,00 0
2025-07-17 13F DiNuzzo Private Wealth, Inc. 120 0,00 34 6,45
2025-07-21 13F Stock Yards Bank & Trust Co 12 570 1,10 3 517 9,39
2025-08-14 13F Novus Advisors, Llc 1 533 −22,42 429 −16,24
2025-07-28 13F Wealthspan Partners, Llc 11 583 2,73 3 241 11,15
2025-07-23 13F Center For Asset Management LLC 1 374 −42,17 363 −41,04
2025-08-06 13F Legacy Bridge, LLC 972 0,00 272 7,97
2025-07-08 13F Zrc Wealth Management, Llc 34 527 −2,37 9 662 5,63
2025-08-07 13F Midland Wealth Advisors Llc 3 700 −40,26 1 035 −35,35
2025-08-08 13F Mittelman Wealth Management 10 244 22,95 2 867 33,05
2025-07-28 13F Frazier Financial Advisors, LLC 1 227 −18,04 343 −11,37
2025-07-21 13F Mattern Capital Management, Llc 770 215
2025-07-16 13F Encompass Wealth Advisors, Llc 10 946 4,34 3 063 12,90
2025-07-15 13F tru Independence LLC 1 022 0,00 286 7,95
2025-07-14 13F/A Seek First Inc. 3 671 1,35 1 027 9,72
2025-07-18 13F Powers Advisory Group, LLC 2 716 24,13 760 34,51
2025-07-30 13F Evermay Wealth Management Llc 32 746 0,50 9 194 9,10
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 32 422 −1,49 9 12,50
2025-07-18 13F Founders Capital Management 152 −49,83 43 −46,15
2025-07-14 13F Enzi Wealth 1 014 0,40 286 11,72
2025-07-31 13F Ballast Advisors Llc 122 34
2025-08-15 13F Semmax Financial Advisors Inc. 9 −89,41 3 −90,91
2025-08-11 13F Perennial Investment Advisors, LLC 8 905 30,19 2 492 40,87
2025-07-22 13F Appleton Partners Inc/ma 6 201 −0,53 2 0,00
2025-08-14 13F Money Concepts Capital Corp 1 157 4,80 324 13,33
2025-07-25 13F Transcendent Capital Group LLC 9 478 0,17 2 652 8,38
2025-07-30 13F Cornerstone Advisory, LLC 66 944 12,67 18 733 21,79
2025-07-22 13F Private Wealth Group, LLC 2 778 0,00 777 8,22
2025-08-12 13F New Republic Capital, LLC 89 0,00 25 8,70
2025-08-12 13F Fortem Financial Group, Llc 1 596 0,00 447 8,25
2025-08-13 13F Millstone Evans Group, LLC 71 −51,03 20 −48,65
2025-07-29 13F May Barnhard Investments LLC 32 169 37,70 9 002 49,00
2025-07-22 13F Clarius Group, LLC 4 334 19,16 1 213 28,94
2025-07-25 13F FIDELIS iM, LLC 70 698 −0,00 19 783 109 805,56
2025-05-12 13F Providence First Trust Co 0 −100,00 0
2025-07-16 13F Asset Allocation & Management Company, LLC 1 486 −52,99 0
2025-05-14 13F Clarity Financial LLC 0 −100,00 0
2025-07-24 13F/A TFR Capital, LLC. 2 756 3,88 771 12,39
2025-08-01 13F Planning Directions Inc 7 898 3,05 2 210 11,50
2025-04-02 13F/A Industrial Alliance Investment Management Inc. 0 −100,00 0
2025-07-11 13F Essex Savings Bank 8 187 0,00 2 291 8,17
2025-07-30 13F Bogart Wealth, LLC 1 387 −1,28 388 6,89
2025-08-01 13F Bessemer Group Inc 193 818 14,90 54 25,58
2025-04-16 13F Jackson Square Capital, Llc 0 −100,00 0
2025-07-10 13F Tompkins Financial Corp 632 36,50 177 47,90
2025-08-14 13F Ameriprise Financial Inc 3 473 570 2,51 971 848 10,90
2025-04-30 13F CFO4Life Group, LLC 0 −100,00 0
2025-07-07 13F Enterprise Bank & Trust Co 3 208 898
2025-07-16 13F Falcon Wealth Planning 1 286 −0,69 360 7,16
2025-07-07 13F TruWealth Advisors, LLC 27 285 −1,19 7 635 6,92
2025-08-28 13F/A Tolleson Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-08 13F Sawgrass Asset Management Llc 26 132 −0,29 7 313 7,89
2025-07-09 13F GEM Asset Management, LLC 11 219 −2,49 3 166 6,06
2025-07-21 13F Sage Financial Management Group, Inc. 1 345 0
2025-07-23 13F Tyche Wealth Partners LLC 914 0,00 256 8,05
2025-08-11 13F Private Advisor Group, LLC 225 957 −1,47 63 229 6,61
2025-07-17 13F Luminvest Wealth Management LLC 719 203
2025-07-22 13F Gratus Wealth Advisors, LLC 39 253 −0,12 10 984 8,08
2025-08-04 13F Savvy Advisors, Inc. 5 237 10,35 1 465 19,40
2025-07-18 13F United Bank 30 104 −2,49 8 424 5,51
2025-07-22 13F/A Duncan Williams Asset Management, LLC 11 399 1,80 3 190 10,16
2025-07-16 13F First American Bank 12 928 −7,74 3 618 −0,19
2025-07-17 13F Stone Point Wealth LLC 3 596 1 006
2025-08-05 13F Sensible Money, LLC 1 086 0,00 304 8,21
2025-07-11 13F Adirondack Trust Co 6 038 0,00 1 690 8,20
2025-08-04 13F Mesirow Financial Investment Management, Inc. 83 131 1,78 23 263 10,13
2025-08-04 13F L.m. Kohn & Company 1 226 −55,85 343 −52,23
2025-07-18 13F First Pacific Financial 777 488,64 217 538,24
2025-07-30 13F Gimbal Financial 1 252 0,00 350 8,36
2025-08-13 13F Patrick M Sweeney & Associates, Inc 813 231
2025-08-14 13F Safeguard Investment Advisory Group, LLC 1 056 0,09 295 8,46
2025-08-01 13F Facet Wealth, Inc. 88 310 −1,83 25 256 7,84
2025-08-11 13F Pin Oak Investment Advisors Inc 133 0,00 0
2025-07-17 13F City Holding Co 16 351 −0,41 4 575 7,77
2025-05-14 13F Toroso Investments, LLC 0 −100,00 0
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 16 394 9,29 4 587 18,25
2025-07-21 13F Compass Planning Associates Inc 1 365 −3,05 382 4,95
2025-04-10 13F Bremer Bank National Association 1 560 −1,83 403 −3,82
2025-07-28 13F Compass Advisory Group LLC 1 120 −35,85 315 −30,38
2025-08-04 13F HBK Sorce Advisory LLC 1 713 −0,23 479 7,88
2025-08-14 13F Knightsbridge Asset Management, Llc 1 274 356
2025-08-05 13F Marion Wealth Management 1 837 514
2025-08-14 13F Objective Capital Management, LLC 11 340 0,89 3 173 9,19
2025-08-04 13F Creekmur Asset Management LLC 1 044 31,98 292 43,14
2025-08-12 13F Segall Bryant & Hamill, Llc 10 764 −6,24 3 012 1,45
2025-07-03 13F Trust Co of the South 94 714 29,36 26 504 39,96
2025-07-16 13F Kathmere Capital Management, LLC 1 108 −28,38 310 −22,50
2025-07-25 13F We Are One Seven, LLC 28 222 5,59 7 897 14,25
2025-08-14 13F Colony Group, LLC 158 115 12,38 44 257 21,63
2025-08-05 13F Mathes Company, Inc. 1 480 0,00 0
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 5 021 −1,26 1 405 6,84
2025-07-15 13F Foster Victor Wealth Advisors, LLC 13 880 −1,01 3 932 15,14
2025-07-24 13F FinDec Wealth Services, Inc. 17 586 −9,42 4 921 −1,97
2025-07-31 13F/A Avion Wealth 38 897 −4,28 11 0,00
2025-07-17 13F Fee-Only Financial Planning, L.C. 51 815 0,41 14 499 8,65
2025-07-29 13F Accretive Wealth Partners, LLC 1 712 −18,55 479 −11,95
2025-07-08 13F Apella Capital, LLC 77 374 34,99 21 837 54,45
2025-07-31 13F Blake Schutter Theil Wealth Advisors, LLC 1 178 0,00 330 8,22
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 8 564 0,00 2 396 8,22
2025-05-15 13F CAPROCK Group, Inc. 57 384 20,80 14 841 18,28
2025-07-10 13F Focus Financial Network, Inc. 11 186 12,01 3 142 21,69
2025-08-08 13F Strategies Wealth Advisors, LLC 4 174 −12,35 1 168 −5,12
2025-08-14 13F Sand Hill Global Advisors, LLC 9 284 37,50 2 598 48,74
2025-07-10 13F Selective Wealth Management, Inc. 2 111 −16,82 598 −3,24
2025-08-14 13F Evercore Wealth Management, LLC 14 147 −1,46 3 959 6,63
2025-07-23 13F Eagle Strategies LLC 2 613 −2,65 731 5,33
2025-07-16 13F Cove Private Wealth, LLC 1 600 0,00 448 8,23
2025-08-04 13F Joseph P. Lucia & Associates, LLC 1 595 −7,16 446 0,45
2025-08-25 13F/A Promus Capital, LLC 433 52,46 121 65,75
2025-08-26 13F Nautilus Advisors LLC 1 958 −3,02 548 4,79
2025-07-29 13F Curbstone Financial Management Corp 3 170 92,12 887 108,22
2025-08-13 13F Plan Group Financial, LLC 3 467 0,14 970 8,38
2025-05-05 13F Lindbrook Capital, Llc 18 378 −2,74 4 753 −4,77
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 366 230 0,89 102 484 9,16
2025-08-14 13F Diversify Advisory Services, LLC 3 044 120,74 870 146,18
2025-08-14 13F Fortress Private Ledger, Llc 0 −100,00 0
2025-07-11 13F First PREMIER Bank 23 518 2,66 7 20,00
2025-06-25 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 29 576 194,85 7 574 174,02
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-13 13F Portland Global Advisors LLC 4 939 0,20 1 382 8,48
2025-07-22 13F Coastal Investment Advisors, Inc. 353 −41,85 99 −37,18
2025-08-01 13F New York Life Investment Management Llc 187 020 3,07 52 334 11,52
2025-08-07 13F Resources Investment Advisors, LLC. 87 866 −1,19 24 587 6,91
2025-08-12 13F Change Path, LLC 8 412 7,09 2 354 15,85
2025-07-21 13F Verus Financial Partners, Inc. 29 947 −0,76 8 484 14,17
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 21 884 3,12 6 124 11,57
2025-08-13 13F Beacon Pointe Advisors, LLC 595 354 −1,34 166 598 6,75
2025-08-12 13F Associated Banc-corp 172 994 8,00 48 409 16,85
2025-08-11 13F Dorsey & Whitney Trust CO LLC 6 238 −12,30 1 746 −5,11
2025-07-11 13F Afg Fiduciary Services Limited Partnership 8 142 9,46 2 291 24,92
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 404 194 0,00 113 106 8,20
2025-08-14 13F Wells Fargo & Company/mn 24 779 833 3,41 6 934 141 11,89
2025-08-14 13F Old Mission Capital Llc 1 800 504
2025-07-23 13F Armbruster Capital Management, Inc. 14 008 12,72 3 920 21,97
2025-08-14 13F Wallace Capital Management Inc. 765 −16,03 214 −8,94
2025-07-16 13F New Insight Wealth Advisors 48 282 3,54 13 511 12,03
2025-07-30 13F Phillips Financial Management, Llc 103 197 −0,39 28 878 7,78
2025-08-11 13F Shufro Rose & Co Llc 75 559 −3,65 19 541 −3,65
2025-07-18 13F Newman Dignan & Sheerar, Inc. 15 538 −3,41 4 348 4,52
2025-08-13 13F Manning & Napier Advisors Llc 31 023 −6,62 8 682 1,05
2025-07-15 13F Retirement Guys Formula Llc 13 897 −0,19 3 889 8,00
2025-08-06 13F Agf Management Ltd 122 315 −0,42 34 227 7,74
2025-07-17 13F Independence Bank of Kentucky 2 470 −20,32 691 −13,73
2025-07-15 13F Cranbrook Wealth Management, LLC 104 576 2,63 29 264 11,04
2025-07-24 13F Rice Partnership, LLC 129 84,29 36 100,00
2025-08-14 13F Wetherby Asset Management Inc 8 833 −20,50 2 472 −15,78
2025-08-07 13F Cascade Financial Partners, LLC 25 049 3,00 7 010 11,45
2025-08-14 13F D. E. Shaw & Co., Inc. 3 425 958
2025-07-17 13F Sage Rhino Capital Llc 67 395 3,23 18 859 11,70
2025-07-24 13F Edge Financial Advisors LLC 1 430 −7,68 400 0,00
2025-07-11 13F Grove Bank & Trust 36 107 1,70 10 104 10,03
2025-08-13 13F Capital Group Private Client Services, Inc. 1 226 343
2025-07-25 13F Astoria Portfolio Advisors LLC. 1 609 61,71 463 86,29
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 16 042 −1,30 4 489 6,80
2025-08-13 13F ESL Trust Services, LLC 125 −3,85 35 3,03
2025-08-12 13F Wisconsin Wealth Advisors, LLC 7 294 2,47 2 041 10,92
2025-07-30 13F Whittier Trust Co 98 950 1,92 27 688 10,28
2025-07-15 13F World Equity Group, Inc. 2 782 33,30 778 44,34
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 13 898 1,27 3 904 9,97
2025-08-06 13F Kcm Investment Advisors Llc 13 655 1,61 3 821 9,96
2025-07-30 13F Parcion Private Wealth LLC 1 059 0,00 296 8,42
2025-07-11 13F Hilltop Wealth Advisors, Llc 13 435 −6,17 3 759 1,51
2025-07-23 13F Ellsworth Advisors, LLC 849 −49,34 238 −45,27
2025-07-22 13F Gutierrez Wealth Advisory, LLC 760 213
2025-08-14 13F 10Elms LLP 640 0,00 179 8,48
2025-04-11 13F LPF Advisors LLC 1 126 0,18 291 −1,69
2025-08-06 13F Moors & Cabot, Inc. 2 925 −9,13 818 −1,68
2025-07-21 13F Segment Wealth Management, LLC 6 193 0,00 1 733 8,18
2025-07-14 13F UMA Financial Services, Inc. 2 328 −2,72 651 5,34
2025-08-13 13F First National Advisers, LLC 980 6,75 274 15,61
2025-08-13 13F Greenwich Wealth Management LLC 13 900 0,98 4 0,00
2025-07-23 13F Pillar Financial Advisors, LLC 127 0,00 36 9,38
2025-08-13 13F Avestar Capital, LLC 1 115 312
2025-07-11 13F Compass Ion Advisors, LLC 955 −84,97 267 −83,75
2025-07-10 13F Sunflower Bank, N.A. 0 −100,00 0
2025-08-12 13F Wealth Dimensions Group, Ltd. 8 168 0,46 2 286 8,71
2025-08-13 13F Maia Wealth LLC 7 133 1 996
2025-08-04 13F Bordeaux Wealth Advisors LLC 1 243 0,00 348 8,10
2025-07-11 13F Addis & Hill, Inc 36 520 −1,08 10 219 7,03
2025-08-11 13F Vista Cima Wealth Management LLC 18 024 3,09 5 044 11,55
2025-08-11 13F Baldwin Investment Management, LLC 768 215
2025-08-15 13F Kestra Advisory Services, LLC 305 492 11,89 85 486 21,06
2025-08-04 13F Whalen Wealth Management Inc. 0 −100,00 0
2025-08-12 13F Main Management LLC 459 −43,12 0
2025-08-15 13F Equitable Holdings, Inc. 321 485 4,92 89 961 13,53
2025-08-13 13F Dynamic Wealth Strategies, LLC 4 464 25,36 1 249 35,76
2025-08-15 13F Urban Financial Advisory Corp 1 915 4,93 536 13,59
2025-08-13 13F M Holdings Securities, Inc. 0 −100,00 0
2025-08-01 13F Brookwood Investment Group LLC 3 412 −4,24 955 3,58
2025-08-04 13F Bridgewealth Advisory Group, LLC 28 214 408,54 7 895 450,56
2025-08-12 13F Coldstream Capital Management Inc 115 933 −22,66 32 442 −16,32
2025-08-06 13F Prospera Financial Services Inc 44 355 40,31 12 430 51,93
2025-07-10 13F Baker Tilly Financial, Llc 7 839 28,40 2 194 38,97
2025-08-12 13F Tradition Wealth Management, LLC 1 007 0,00 282 8,08
2025-07-09 13F Reyes Financial Architecture, Inc. 514 0,00 144 8,33
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-08-11 13F Vanguard Group Inc 49 506 1,60 13 853 9,94
2025-08-11 13F Anfield Capital Management, LLC 267 1 470,59 75 1 750,00
2025-07-14 13F Harbor Group, Inc. 6 820 0,78 1 908 9,03
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 18 801 −3,42 5 261 4,51
2025-08-13 13F Farnam Financial LLC 3 805 −10,68 1 065 −3,36
2025-07-22 13F Hillman Co 59 730 −17,93 16 714 −11,19
2025-08-05 13F MidAtlantic Capital Management, Inc. 6 368 2,53 1 782 10,90
2025-07-23 13F Colony Family Offices, LLC 79 0,00 22 10,00
2025-07-31 13F Pacitti Group Inc. 2 018 −14,82 566 −7,68
2025-08-14 13F Moneta Group Investment Advisors Llc 765 000 17,08 214 070 26,68
2025-07-10 13F Rockland Trust Co 3 480 −16,59 974 −9,74
2025-07-31 13F Hanlon Investment Management, Inc. 10 154 −9,23 2 841 −1,80
2025-08-11 13F Western Wealth Management, LLC 4 437 1,28 1 242 9,53
2025-08-08 13F Union Savings Bank 196 0,00 56 12,00
2025-08-13 13F Scotia Capital Inc. 19 609 35,52 5 487 46,67
2025-07-23 13F Godsey & Gibb Associates 726 0,00 203 8,56
2025-07-29 13F Disciplined Investments, LLC 2 401 −12,34 672 −5,23
2025-08-12 13F Team Hewins, LLC 897 0,00 252 8,66
2025-05-15 13F Windsor Advisory Group, LLC 0 −100,00 0
2025-08-15 13F Provenance Wealth Advisors, LLC 0 −100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 170 804 8,07 47 796 16,93
2025-08-07 13F Vise Technologies, Inc. 13 075 1 360,89 3 659 1 450,00
2025-08-12 13F Barr E S & Co 750 210
2025-08-05 13F Welch & Forbes Llc 9 586 0,48 2 682 8,72
2025-08-01 13F SYM FINANCIAL Corp 1 195 0,00 334 8,09
2025-07-25 13F JustInvest LLC 8 979 −1,16 2 513 6,98
2025-08-05 13F Claro Advisors LLC 1 870 −1,68 523 6,52
2025-08-14 13F Certified Advisory Corp 8 986 3,63 2 515 12,13
2025-07-17 13F Hanson & Doremus Investment Management 188 0,00 0
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 239 614 3,73 67 051 12,24
2025-08-06 13F Financial Alternatives, Inc 2 110 0,00 590 8,26
2025-08-06 13F Ironwood Wealth Management, LLC. 1 118 −5,81 313 1,96
2025-08-05 13F Prosperity Consulting Group, LLC 825 −40,56 231 −35,93
2025-05-13 13F C V Starr & Co Inc 0 −100,00 0
2025-07-11 13F Scott Capital Advisors, LLC 45 256 −1,59 12 822 7,80
2025-07-16 13F Plancorp, LLC 6 948 −1,82 1 944 6,23
2025-07-24 13F Coordinated Financial Services, Inc. 5 042 −1,35 1 411 4,52
2025-08-13 13F Ark & Tlk Investments, Llc 4 352 0,02 1 218 8,18
2025-07-15 13F Beacon Investment Advisory Services, Inc. 1 978 −1,20 554 6,96
2025-07-10 13F Atticus Wealth Management, Llc 425 84,78 119 101,69
2025-08-11 13F HighTower Advisors, LLC 870 194 −0,96 243 506 7,16
2025-08-14 13F McIlrath & Eck, LLC 77 165 −6,89 21 593 0,74
2025-07-15 13F Buttonwood Financial Advisors Inc. 2 400 −0,50 672 7,70
2025-04-15 13F Members Wealth Llc 6 274 5,41 1 623 −0,92
2025-07-23 13F Bluestem Financial Advisors, Llc 3 930 −7,59 1 100 −0,09
2025-07-15 13F Axis Wealth Partners, LLC 898 −12,73 251 −5,64
2025-07-22 13F Confluence Wealth Services, Inc. 1 070 299
2025-07-23 13F Nbt Bank N A /ny 4 726 −13,85 1 322 −6,77
2025-08-12 13F Proequities, Inc. 0 0
2025-07-30 13F BCK Partners, Inc. 92 806 0,02 25 970 8,22
2025-08-04 13F Bristlecone Advisors, LLC 24 485 −4,79 6 852 3,02
2025-08-14 13F Murphy & Mullick Capital Management Corp 3 707 −0,16 1 060 10,42
2025-07-07 13F Wesbanco Bank Inc 117 149 5,22 32 782 13,85
2025-07-14 13F Mechanics Bank Trust Department 817 0,00 229 8,06
2025-07-21 13F Custos Family Office, LLC 48 071 2,96 13 452 11,40
2025-08-01 13F PCA Investment Advisory Services Inc. 10 650 4,26 2 980 12,84
2025-08-04 13F Assetmark, Inc 363 792 5,86 101 800 14,54
2025-08-07 13F Winch Advisory Services, LLC 198 −17,84 55 −11,29
2025-08-08 13F Evolution Wealth Advisors, LLC 1 780 498
2025-08-01 13F Bull Oak Capital, LLC 14 294 −48,43 4 000 −44,21
2025-08-08 13F Meridian Wealth Management, LLC 11 285 2,28 3 158 10,66
2025-08-12 13F Bravias Capital Group, LLC 5 020 18,70 1 405 28,45
2025-07-16 13F ORG Wealth Partners, LLC 39 11,43 11 22,22
2025-08-14 13F Bank Of America Corp /de/ Put 3 600 −67,86 1 007 −65,23
2025-08-14 13F Bank Of America Corp /de/ 17 255 275 3,79 4 828 544 12,30
2025-07-25 13F Welch Group, LLC 2 717 8,03 760 17,65
2025-07-30 13F Bcm Advisors, Llc 10 647 5,82 3 065 16,81
2025-08-13 13F Riverview Capital Advisers, LLC 62 758 −1,37 17 562 6,71
2025-07-31 13F SoundView Advisors Inc. 5 832 0,00 2 0,00
2025-08-04 13F Hantz Financial Services, Inc. 586 6,74 0
2025-08-11 13F Intrust Bank Na 67 918 14,39 19 005 23,77
2025-07-31 13F Glass Jacobson Investment Advisors llc 10 660 −8,11 2 983 −2,64
2025-08-12 13F Bedel Financial Consulting, Inc. 1 944 10,39 544 19,34
2025-08-14 13F Great Valley Advisor Group, Inc. 60 645 −36,61 16 970 −31,42
2025-04-09 13F Dakota Community Bank & Trust NA 18 −79,55 5 −82,61
2025-07-14 13F Clayton Financial Group LLC 3 450 −83,37 965 −82,01
2025-06-24 NP MDAKX - MainStay Moderate ETF Allocation Fund Class C 44 986 −2,05 11 520 −8,99
2025-08-06 13F Valued Wealth Advisors LLC 0 −100,00 0
2025-07-21 13F Single Point Partners, LLC 64 110 8,19 18 20,00
2025-08-14 13F Dearborn Partners Llc 1 081 1,41 302 9,82
2025-07-30 13F Financial Perspectives, Inc 322 39,39 90 52,54
2025-07-03 13F McLean Asset Management Corp 1 050 0,00 297 23,85
2025-07-16 13F American National Bank 712 −9,64 199 −1,97
2025-08-07 13F New England Private Wealth Advisors LLC 4 185 −6,00 1 200 4,26
2025-07-28 13F Courier Capital Llc 6 562 1,47 1 836 9,81
2025-08-08 13F Good Life Advisors, LLC 4 152 22,99 1 162 32,99
2025-07-17 13F Michels Family Financial, LLC 1 107 −0,36 310 7,67
2025-07-15 13F Carr Financial Group Corp 843 236
2025-07-22 13F Valpey Financial Services, LLC 15 311 4 284
2025-07-17 13F Blossom Wealth Management 3 401 4,42 952 12,95
2025-07-07 13F First Community Trust Na 1 154 8,15 323 17,09
2025-08-13 13F SCS Capital Management LLC 20 057 −0,21 5 615 8,02
2025-08-13 13F Baird Financial Group, Inc. 538 132 0,82 150 585 9,09
2025-08-13 13F Cary Street Partners Financial Llc 49 883 66,43 13 959 80,08
2025-07-16 13F Meridian Financial, LLC 17 496 0,42 4 896 8,66
2025-08-12 13F Armor Investment Advisors, LLC 105 0,00 29 7,41
2025-06-24 NP MOEAX - MainStay Growth ETF Allocation Fund Class A 57 306 −0,45 14 675 −7,50
2025-07-24 13F Conning Inc. 10 535 0,00 2 948 8,22
2025-07-28 13F Evernest Financial Advisors, LLC 3 658 0,41 1 024 8,60
2025-07-30 13F TFB Advisors LLC 4 480 3,42 1 254 11,88
2025-07-17 13F C2C Wealth Management, LLC 772 216
2025-08-12 13F Manchester Capital Management LLC 40 761 −13,24 11 406 −6,12
2025-07-18 13F Benchmark Wealth Management, LLC 21 052 1,97 5 891 10,32
2025-07-30 13F Crewe Advisors LLC 7 214 41,09 2 019 52,65
2025-07-10 13F Signal Advisors Wealth, LLC 0 −100,00 0
2025-07-15 13F Aspire Capital Advisors LLC 31 493 −15,23 8 813 −8,28
2025-07-16 13F Kendall Capital Management 20 042 0,00 5 608 8,20
2025-08-12 13F First Long Island Investors, LLC 890 0,00 249 8,26
2025-07-21 13F HT Partners LLC 1 226 0,00 343 8,20
2025-08-05 13F Allodium Investment Consultants, LLC 1 602 0,00 448 8,21
2025-07-14 13F Armstrong Advisory Group, Inc 281 14,23 79 21,88
2025-08-05 13F Aviance Capital Partners, LLC 1 223 0,00 342 8,23
2025-08-14 13F Beaird Harris Wealth Management, LLC 3 480 0,00 974 8,23
2025-07-24 13F Lee Financial Co 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 2 146 011 −6,66 600 518 0,99
2025-08-13 13F Cerity Partners LLC 921 472 16,27 258 329 26,03
2025-07-15 13F Verum Partners LLC 1 650 −3,45 462 4,54
2025-07-18 13F Lowery Thomas, Llc 1 566 12,10 438 21,33
2025-07-29 13F Tradewinds Capital Management, LLC 1 735 0,41 485 8,74
2025-08-12 13F Investments & Financial Planning, LLC 58 805 2,42 16 455 10,82
2025-05-15 13F Icon Wealth Advisors, LLC 0 −100,00 0
2025-08-12 13F Trexquant Investment LP 0 −100,00 0
2025-07-21 13F West Financial Advisors, LLC 9 094 2,90 2 545 11,33
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 990 0,00 277 12,60
2025-08-08 13F EagleClaw Capital Managment, LLC 4 765 0,00 1 333 8,20
2025-07-08 13F Goldstone Financial Group, LLC 46 558 9,57 13 205 20,18
2025-07-23 13F Slow Capital, Inc. 1 896 −6,42 532 1,34
2025-08-07 13F Gryphon Financial Partners LLC 2 708 −0,84 758 7,22
2025-04-17 13F Vista Wealth Management Group, LLC 5 140 −20,16 1 329 −21,82
2025-07-16 13F Swisher Financial Concepts, Inc. 3 422 −29,30 958 −23,50
2025-08-12 13F Gladstone Institutional Advisory LLC 26 494 9,89 7 414 18,89
2025-08-07 13F Atala Financial Inc 3 184 −0,44 891 7,62
2025-08-14 13F Granite FO LLC 1 385 0,00 388 8,10
2025-07-30 13F Clifford Swan Investment Counsel Llc 1 213 0,00 339 8,31
2025-08-14 13F Warren Averett Asset Management, LLC 54 930 1,37 15 371 9,69
2025-08-14 13F Comerica Bank 197 230 2,02 55 191 10,39
2025-08-13 13F Haverford Trust Co 9 977 1,08 2 792 9,37
2025-07-08 13F Webster Bank, N. A. 2 141 −13,49 599 −6,41
2025-07-17 13F Clean Yield Group 568 0,00 159 8,22
2025-08-06 13F Paulson Wealth Management Inc. 2 165 0,84 606 9,01
2025-07-14 13F Financial Advisory Partners, Llc 12 786 2,10 3 578 10,47
2025-07-07 13F Centurion Wealth Management LLC 1 374 −93,30 385 −92,91
2025-08-07 13F Verus Capital Partners, Llc 14 820 18,58 4 147 28,31
2025-08-14 13F Acas, Llc 3 590 −7,28 1 036 4,12
2025-08-06 13F ROI Financial Advisors, LLC 725 −11,15 203 −4,27
2025-08-12 13F Jacobi Capital Management LLC 3 674 14,31 1 028 23,59
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 10 353 2,12 3 0,00
2025-05-02 13F BluePointe Capital Management, LLC 3 864 999
2025-07-11 13F Colorado Capital Management, Inc. 18 105 1,79 5 25,00
2025-07-28 13F Holistic Planning, LLC 19 040 10,62 5 328 19,68
2025-08-13 13F MONECO Advisors, LLC 12 223 −26,33 3 420 −20,28
2025-07-28 13F Revolve Wealth Partners, LLC 10 988 1,98 3 075 10,34
2025-07-23 13F Valmark Advisers, Inc. 33 943 2,21 9 498 10,60
2025-07-21 13F Corundum Group, Inc. 890 0,00 249 8,26
2025-07-07 13F Good Steward Wealth Advisors,LLC 8 552 114,71 2 393 132,33
2025-07-29 13F Northern Capital Management, Inc. 8 661 3,77 2 424 12,28
2025-07-31 13F Intelligent Financial Strategies 493 −2,95 139 5,34
2025-07-23 13F First Merchants Corp 20 325 −17,63 5 688 −10,88
2025-08-13 13F GeoWealth Management, LLC 82 993 11,10 23 224 20,21
2025-07-25 13F Cwm, Llc 88 965 2,11 25 9,09
2025-08-13 13F Willis Johnson & Associates, Inc. 1 331 2,86 372 11,38
2025-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 1 633 54,20 457 67,03
2025-07-25 13F Mitchell Capital Management Co 3 420 0,00 974 10,07
2025-08-14 13F Oxford Financial Group Ltd 7 487 0,40 2 095 8,66
2025-07-18 13F jvl associates llc 54 401 14,18 15 223 23,55
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 1 698 54,22 475 67,25
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 4 550 28,28 1 300 48,91
2025-07-25 13F Wealth Architects, LLC 3 978 −10,20 1 113 −2,79
2025-07-17 13F Johnson Bixby & Associates, LLC 27 877 −4,71 7 801 3,11
2025-07-18 13F Pennsylvania Capital Management Inc /adv 8 369 479,17 2 342 527,61
2025-08-05 13F Centennial Bank/AR/ 315 0,00 88 8,64
2025-08-12 13F Ameraudi Asset Management, Inc. 21 818 0,20 6 105 8,42
2025-07-07 13F Bangor Savings Bank 6 102 −3,94 1 707 3,96
2025-08-13 13F Stablepoint Partners, LLC 7 477 1,12 2 092 9,41
2025-08-06 13F Middleton & Co Inc/ma 784 0,00 219 8,42
2025-08-13 13F Summit Wealth Group Llc / Co 3 629 1 019
2025-07-15 13F Kwmg, Llc 3 521 −3,98 985 3,90
2025-07-23 13F Hardy Reed LLC 1 643 0,18 460 8,25
2025-08-07 13F Sound View Wealth Advisors Group, LLC 9 312 0,34 2 606 8,54
2025-08-08 13F Mjp Associates Inc /adv 5 341 −7,40 1 495 0,20
2025-07-17 13F Sound Income Strategies, LLC 3 658 −6,11 1 024 1,59
2025-07-29 13F Wealthstream Advisors, Inc. 1 496 −1,32 419 6,63
2025-07-30 13F Sonata Capital Group Inc 2 907 0,00 1
2025-08-14 13F Camden Capital, LLC 2 565 0,12 718 8,31
2025-07-29 13F Gladwyn Financial Advisors, Inc. 300 84
2025-07-31 13F Gallagher Capital Advisors, LLC 2 796 −4,05 805 6,91
2025-07-16 13F Dakota Wealth Management 10 108 −66,50 2 829 −63,76
2025-07-28 13F Rosenberg Matthew Hamilton 6 2
2025-07-15 13F Bfsg, Llc 1 148 4,55 321 13,43
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-07-24 13F Cyndeo Wealth Partners, LLC 5 495 −49,70 1 538 −45,59
2025-07-16 13F PFS Partners, LLC 186 0,00 52 6,25
2025-08-15 13F Fairfield, Bush & Co. 1 613 −2,24 451 5,87
2025-08-07 13F 1st Source Bank 1 371 −0,15 384 7,89
2025-07-09 13F Krilogy Financial LLC 0 −100,00 0
2025-08-12 13F Franklin Resources Inc 38 625 −15,41 10 808 −8,48
2025-08-15 13F Howland Capital Management Llc 7 687 −1,45 2 159 7,04
2025-07-29 13F Chicago Partners Investment Group LLC 360 503 1,48 103 771 12,18
2025-07-10 13F Ferguson Wellman Capital Management, Inc 1 800 −35,71 504 −30,52
2025-07-16 13F Old Port Advisors 1 186 −1,00 332 7,12
2025-08-04 13F Buck Wealth Strategies, LLC 79 889 16,54 22 355 26,11
2025-07-17 13F CWA Asset Management Group, LLC 9 890 2,91 2 768 11,35
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 15 148 −4,57 4 239 3,24
2025-08-13 13F Meridian Wealth Partners, LLC 1 758 0,29 492 8,39
2025-07-28 13F Perfromance Wealth Partners, LLC 1 026 287
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 282 0,00 79 8,33
2025-08-01 13F American Financial & Tax Strategies Inc 1 108 0,00 310 8,39
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3 293 4,27 923 12,85
2025-08-07 13F Legacy Financial Advisors, Inc. 868 −0,46 243 7,56
2025-08-11 13F Madison Asset Management, LLC 811 −20,26 227 −13,74
2025-07-31 13F Cornerstone Management, Inc. 16 808 3,32 4 703 11,79
2025-07-29 13F Angeles Wealth Management, Llc 2 450 1 403,07 685 1 530,95
2025-08-14 13F Hancock Whitney Corp 3 507 0,00 981 8,28
2025-07-21 13F Ashton Thomas Securities, Llc 1 798 1,64 503 10,07
2025-08-01 13F Stuart Chaussee & Associates, Inc. 63 0,00 18 6,25
2025-08-13 13F Natixis Advisors, L.p. 2 761 367 13,73 773 23,13
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 74 605 −1,64 20 877 6,42
2025-07-31 13F City State Bank 11 442 −2,76 3 202 5,19
2025-07-30 13F Fusion Family Wealth LLC 10 855 0,00 3 038 8,19
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 42 625 3,74 11 370 12,45
2025-07-10 13F Shira Ridge Wealth Management 1 772 −1,12 496 6,91
2025-08-15 13F Pine Ridge Advisers LLC 313 782 0,40 87 806 8,63
2025-08-11 13F Wealthspire Advisors, LLC 1 217 920 8,83 340 830 17,76
2025-08-18 13F Tactive Advisors, LLC 4 634 325,92 1 297 378,23
2025-07-10 13F Kozak & Associates, Inc. 265 −4,33 75 10,29
2025-07-23 13F Bennett Associates Wealth Management 26 469 −29,46 7 407 −23,67
2025-07-14 13F Proathlete Wealth Management Llc 403 17,84 113 27,27
2025-07-29 13F Sigma Investment Counselors Inc 1 592 1,73 445 10,15
2025-08-04 13F One Day In July LLC 1 102 40,20 308 51,72
2025-07-30 13F Fingerlakes Wealth Management, Inc. 8 465 −2,72 2 369 5,24
2025-08-11 13F Lowe Brockenbrough & Co Inc 39 145 −4,04 10 954 3,82
2025-07-01 13F Harbor Investment Advisory, Llc 4 195 −5,30 1 174 2,45
2025-07-23 13F Opulen Financial Group LLC 6 114 3,96 1 711 12,43
2025-07-23 13F Quarry Hill Advisors, Llc 797 223
2025-08-14 13F Granby Capital Management, LLC 0 −100,00 0
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 167 059 3,35 46 748 11,83
2025-08-01 13F Zhang Financial LLC 77 220 10,09 21 609 19,12
2025-07-31 13F New Hampshire Trust 174 123 3,66 48 725 12,16
2025-08-08 13F Principal Financial Group Inc 55 512 −41,71 15 536 −36,92
2025-07-15 13F Cora Capital Advisors Llc 1 656 −2,93 463 4,99
2025-08-05 13F BEAM Asset Management, LLC 28 475 3,80 7 968 12,32
2025-08-12 13F Goepper Burkhardt LLC 2 056 1,83 575 10,15
2025-07-25 13F Richardson Financial Services Inc. 495 3,99 139 13,01
2025-07-11 13F Thomasville National Bank 2 538 −5,86 710 1,87
2025-08-12 13F South Plains Financial, Inc. 7 381 −0,34 2 065 7,83
2025-05-09 13F Delta Financial Group, Inc. 2 198 12,37 1
2025-08-14 13F Geneva Partners, LLC 1 701 −34,85 476 −29,48
2025-07-17 13F Alliance Wealth Advisors, LLC 27 307 95,71 7 641 111,78
2025-07-30 13F Wbh Advisory Inc 2 791 −6,90 781 0,77
2025-07-25 13F Stephens Consulting, LLC 140 617 0,73 39 349 8,99
2025-07-28 13F Ritholtz Wealth Management 5 497 1,55 1 538 9,94
2025-07-30 13F Sentry LLC 850 0,00 238 8,22
2025-08-12 13F Covington Investment Advisors Inc. 7 959 5,18 2 100,00
2025-08-12 13F Weitzel Financial Services, Inc. 1 119 0,00 317 13,67
2025-08-14 13F Dagco, Inc. 611 0,00 171 7,59
2025-07-17 13F Moss Adams Wealth Advisors LLC 3 628 1 019
2025-08-04 13F JDM Financial Group LLC 41 139 2,78 11 512 11,21
2025-08-12 13F CIBC Private Wealth Group, LLC 1 666 862 4,31 466 438 27,72
2025-07-31 13F Fiduciary Wealth Partners, LLC 35 633 45,61 9 971 57,57
2025-07-17 13F Chicago Capital, LLC 1 880 39,26 526 50,72
2025-05-09 13F Fairfield Financial Advisors, LTD 0 −100,00 0
2025-08-14 13F Betterment LLC 244 121 77,26 68 94,29
2025-07-18 13F Parsons Capital Management Inc/ri 25 184 −1,93 7 047 6,11
2025-07-08 13F Melone Private Wealth, LLC 3 484 −1,39 972 6,46
2025-08-05 13F Key FInancial Inc 758 5,28 212 13,98
2025-07-09 13F Sandy Cove Advisors, LLC 47 715 4,36 13 352 12,91
2025-07-29 13F Stratos Wealth Advisors, LLC 80 151 13,71 22 429 23,03
2025-07-22 13F Legacy Trust 1 872 0,00 524 8,06
2025-05-15 13F Wealth Management Strategies, Inc. 1 320 0,46 341 11 266,67
2025-08-11 13F Frank, Rimerman Advisors LLC 8 959 0,00 2 507 8,20
2025-08-07 13F Allworth Financial LP 1 430 611 2,34 400 328 12,73
2025-08-08 13F WP Advisors, LLC 18 082 5,49 5 060 14,15
2025-08-13 13F American Money Management, LLC 10 278 −0,08 2 876 8,12
2025-07-09 13F Christopher J. Hasenberg, Inc 75 874 10 098,12 21 232 10 900,52
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-07-31 13F Whipplewood Advisors, LLC 0 −100,00 0
2025-07-22 13F Penobscot Investment Management Company, Inc. 2 508 0,00 702 8,18
2025-07-25 13F Johnson Investment Counsel Inc 28 423 5,20 7 954 13,83
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 932 261
2025-08-12 13F Edmond De Rothschild Holding S.a. 20 0,00 6 0,00
2025-08-13 13F Ted Buchan & Co 954 0,00 267 8,13
2025-08-05 13F Lifeworks Advisors, LLC 2 021 −4,49 565 3,29
2025-07-09 13F Lbmc Investment Advisors, Llc 44 470 0,08 12 444 8,29
2025-08-13 13F F/M Investments LLC 39 701 0,05 11 089 8,20
2025-07-24 13F Insight Inv LLC 191 0,00 53 8,16
2025-07-16 13F BankPlus Wealth Management LLC 3 452 30,02 966 40,82
2025-07-11 13F Kingstone Capital Partners Texas, LLC 106 536 25
2025-07-25 13F Mitchell Sinkler & Starr/pa 6 197 23,37 1 734 33,49
2025-07-22 13F BridgePort Financial Solutions, LLC 3 452 7,07 966 15,97
2025-08-05 13F BCGM Wealth Management, LLC 13 510 −6,66 3 780 0,99
2025-08-07 13F McClarren Financial Advisors, Inc. 34 395 5,93 9 625 120 200,00
2025-08-11 13F Bellwether Advisors, LLC 2 0,00 1
2025-08-08 13F Bailard, Inc. 39 267 9,34 10 988 18,32
2025-07-30 13F White Lighthouse Investment Management Inc. 18 291 4,56 5 118 13,13
2025-08-05 13F Gilbert & Cook, Inc. 4 789 −0,97 1 340 7,20
2025-08-14 13F Fiduciary Trust Co 9 335 −2,39 2 612 5,62
2025-08-13 13F Advisory Research Inc 4 902 4,56 1 372 13,12
2025-08-14 13F Full Sail Capital, LLC 110 266 25,08 30 856 35,34
2025-08-06 13F Hoxton Planning & Management, LLC 1 041 −5,10 291 2,83
2025-08-13 13F My Purposeful Wealth Corp. 6 282 −0,71 1 786 9,17
2025-08-08 13F Francis Financial, Inc. 26 890 1 155,37 7 527 1 260,94
2025-08-11 13F Great Lakes Advisors, Llc 7 179 −11,15 2 009 −3,88
2025-07-25 13F Sequoia Financial Advisors, LLC 9 063 1,75 2 536 10,12
2025-08-11 13F GW&K Investment Management, LLC 2 303 0,00 1
2025-07-17 13F Stockman Wealth Management, Inc. 1 442 −2,76 404 5,22
2025-07-11 13F Pinnacle Bancorp, Inc. 3 361 27,75 941 38,24
2025-08-14 13F Letson Investment Management, Inc. 0 −100,00 0 −100,00
2025-07-22 13F HFM Investment Advisors, LLC 3 1
2025-07-23 13F Stephen J. Garry & Associates, Llc 3 995 0,00 1 118 8,13
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 185 074 −1,53 51 789 6,55
2025-08-11 13F Amara Financial, Llc. 25 675 −6,51 7 185 1,15
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 5 071 0,00 1 424 8,62
2025-07-15 13F Kagan Cocozza Asset Management 24 660 4,21 6 901 12,76
2025-08-13 13F Gamco Investors, Inc. Et Al 2 092 585
2025-07-09 13F Affinity Capital Advisors, LLC 7 182 16,44 2 010 33,75
2025-08-04 13F Balentine LLC 10 309 0,00 2 885 8,18
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-07-21 13F Crews Bank & Trust 1 234 −0,16 345 8,15
2025-07-30 13F Nottingham Advisors, Inc. 2 200 −22,83 616 −16,55
2025-07-29 13F Semitam Bonam Llc 1 429 400
2025-08-08 13F Creative Planning 8 406 520 2,37 2 352 397 10,76
2025-08-11 13F Morling Financial Advisors, LLC 651 0,00 182 8,33
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 6 716 −1,86 1 879 6,22
2025-07-31 13F FSM Wealth Advisors, LLC 1 650 8,20 466 18,02
2025-07-22 13F McNaughton Wealth Management, LLC 30 238 1,07 8 462 9,36
2025-07-14 13F Bank & Trust Co 20 0,00 6 0,00
2025-05-06 13F ShoreHaven Wealth Partners, LLC 0 −100,00 0
2025-08-08 13F King Wealth 18 948 −0,15 5 25,00
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 28 180 0,43 7 886 8,67
2025-07-07 13F Modus Advisors, LLC 7 679 −0,62 2 149 7,51
2025-07-24 13F Capital Advisors, Ltd. LLC 870 −13,00 0
2025-07-28 13F Davidson Trust Co 2 586 0,39 723 8,56
2025-07-11 13F Seacrest Wealth Management, Llc 8 893 6,13 2 489 14,81
2025-08-13 13F Royal Fund Management, LLC 6 410 1,89 1 796 9,31
2025-08-11 13F Strategic Wealth Partners, Ltd. 1 294 0,15 362 1,40
2025-08-06 13F Golden State Wealth Management, LLC 4 382 −2,25 1 226 5,78
2025-08-04 13F Lathrop Investment Management Corp 1 030 3,73 0
2025-07-24 13F Callan Family Office, LLC 4 925 −3,24 1 378 4,71
2025-07-17 13F Wolff Wiese Magana Llc 23 0,00 6 20,00
2025-07-17 13F Investment Research & Advisory Group, Inc. 17 21,43 5 33,33
2025-07-23 13F L.K. Benson & Company, P.C. 1 762 −4,40 493 3,36
2025-07-16 13F Crowley Wealth Management, Inc. 50 0,00 14 8,33
2025-08-08 13F Fiera Capital Corp 10 435 −1,77 2 920 6,30
2025-08-13 13F Balanced Wealth Group Llc 907 −35,86 260 −29,04
2025-07-18 13F First United Bank Trust/ 17 393 −5,07 4 867 2,72
2025-08-12 13F Retirement Planning Co of New England, Inc. 10 036 −1,40 2 808 6,69
2025-07-17 13F Venture Visionary Partners LLC 226 096 1,84 63 268 10,20
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-08-13 13F Holos Integrated Wealth LLC 27 920 0,53 7 916 10,22
2025-08-12 13F Strategic Advisors LLC 2 806 −0,57 785 7,68
2025-07-09 13F Westbourne Investments, Inc. 1 621 0,00 454 8,11
2025-07-17 13F/A Capital Investment Advisors, LLC 2 932 −1,01 821 7,05
2025-04-09 13F Compass Investment Advisers LLC 1 297 343
2025-08-14 13F Jane Street Group, Llc Put 1 300 30,00 364 40,70
2025-07-22 13F Belpointe Asset Management LLC 43 297 1,52 12 116 9,84
2025-08-12 13F Private Management Group Inc 1 692 −6,05 473 1,72
2025-08-14 13F Jane Street Group, Llc Call 6 100 −6,15 1 707 1,49
2025-07-15 13F Sheets Smith Wealth Management 8 666 3,76 2 425 12,32
2025-07-11 13F Rockwood Wealth Management, LLC 5 983 −8,19 1 674 −0,65
2025-07-17 13F Janney Montgomery Scott LLC 358 215 0,59 100 8,70
2025-07-28 13F Duncker Streett & Co Inc 10 232 −0,49 2 863 7,67
2025-05-16 13F Coordinated Financial Services, Inc./CO 5 042 −3,28 1 304 3,41
2025-08-04 13F UNIVEST FINANCIAL Corp 963 −47,55 270 −43,25
2025-08-13 13F River Wealth Advisors LLC 1 633 −3,14 457 4,83
2025-04-14 13F NewSquare Capital LLC 0 −100,00 0
2025-07-14 13F Gries Financial Llc 858 0,00 240 8,60
2025-05-15 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 2 121 0,00 593 8,21
2025-05-02 13F MB Generational Wealth, LLC 0 −100,00 0
2025-07-23 13F HTG Investment Advisors, Inc. 1 089 0,00 305 8,19
2025-08-12 13F J.w. Cole Advisors, Inc. 53 804 82,08 15 056 97,03
2025-07-18 13F Heritage Financial Services, LLC 2 419 −8,02 677 −0,59
2025-08-08 13F Bouchey Financial Group Ltd 112 549 0,34 31 532 8,70
2025-08-08 13F Petix & Botte Co 7 197 −0,58 2 014 7,59
2025-08-01 13F Motley Fool Wealth Management, LLC 12 870 −16,91 3 602 −10,11
2025-08-06 13F Adviser Investments LLC 19 843 −1,19 5 553 6,91
2025-08-14 13F Ancora Advisors, LLC 41 700 −1,23 11 669 6,87
2025-05-13 13F Starr Indemnity & Liability Co 0 −100,00 0
2025-08-13 13F Trustmark National Bank Trust Department 332 776 0,50 93 121 8,74
2025-08-12 13F Forum Private Client Group LLC 31 273 14,88 8 751 24,29
2025-07-08 13F Madison Park Capital Advisors, LLC 1 005 1,93 281 10,20
2025-07-31 13F Conservest Capital Advisors, Inc. 14 277 −0,36 3 995 7,83
2025-07-23 13F Arcadia Investment Advisors Llc 1 042 9 372,73 292 14 450,00
2025-08-12 13F Howe & Rusling Inc 29 612 6,68 8 286 15,44
2025-07-30 13F Ardent Capital Management, Inc. 3 680 0,00 1 030 8,20
2025-08-06 13F SOUTH STATE Corp 17 775 −4,70 4 974 3,11
2025-07-29 13F TFC Financial Management 4 137 −0,19 1 158 7,93
2025-07-16 13F Embree Financial Group 1 035 0,00 290 8,24
2025-08-04 13F IFG Advisory, LLC 4 092 −3,03 1 145 4,95
2025-07-16 13F Perigon Wealth Management, LLC 21 993 5,79 6 154 14,47
2025-07-23 13F Elm3 Financial Group, LLC 1 480 −6,92 414 0,73
2025-08-07 13F Donaldson Capital Management, Llc 1 235 −3,59 346 4,23
2025-08-15 13F Lantern Wealth Advisors, LLC 724 203
2025-08-14 13F Ruggaard & Associates LLC 43 079 −13,93 12 055 −6,88
2025-07-23 13F Element Wealth, LLC 1 049 0,00 294 8,12
2025-08-13 13F Arjuna Capital 138 0,00 39 8,57
2025-07-10 13F Kmg Fiduciary Partners, Llc 42 759 −1,02 11 965 7,12
2025-08-14 13F Chilton Investment Co Llc 1 303 365
2025-08-01 13F Penobscot Wealth Management 1 229 −0,81 344 7,19
2025-08-12 13F SRS Capital Advisors, Inc. 165 662 14,91 46 522 24,77
2025-07-22 13F Mascoma Wealth Management LLC 3 283 −0,24 919 7,87
2025-07-29 13F Marathon Strategic Advisors, LLC 16 909 0,00 4 732 8,19
2025-07-23 13F High Note Wealth, LLC 4 375 −0,21 1 224 8,03
2025-07-30 13F First Citizens Bank & Trust Co 2 649 −19,48 741 −12,82
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 51 006 0,42 14 273 8,66
2025-08-14 13F IHT Wealth Management, LLC 17 865 30,27 4 999 40,94
2025-07-09 13F Alesco Advisors Llc 14 711 −0,46 4 117 7,69
2025-07-15 13F Main Street Group, LTD 76 −41,98 21 −36,36
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 1 906 533
2025-08-26 13F/A Thrivent Financial For Lutherans 142 546 173,48 40 178,57
2025-08-07 13F Sollinda Capital Management LLC 811 227
2025-08-12 13F Clearwater Capital Advisors, LLC 1 116 10,93 312 20,00
2025-08-12 13F Argent Trust Co 20 797 8,50 5 820 17,41
2025-07-16 13F Arkansas Financial Group, Inc. 158 519 −1,50 44 712 15,96
2025-08-13 13F Aspire Growth Partners LLC 1 406 0,00 394 7,38
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-07-30 13F Bleakley Financial Group, LLC 400 702 18,06 112 129 27,74
2025-07-29 13F Aspiriant, Llc 3 410 −14,34 954 −7,29
2025-08-07 13F Palisade Asset Management, LLC 2 079 1,96 582 10,25
2025-08-08 13F Apex Wealth Management, LLC 3 162 −65,04 885 −62,19
2025-07-18 13F Swp Financial Llc 9 507 −0,96 2 660 7,17
2025-08-07 13F Everhart Financial Group, Inc. 5 086 −0,90 1 423 7,23
2025-07-25 13F Lion Street Advisors, LLC 14 729 4,92 4 122 13,53
2025-07-24 13F Drucker Wealth 3.0, LLC 27 669 −20,76 7 839 −13,20
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 13 611 −3,84 3 809 4,04
2025-08-08 13F Thrive Capital Management, LLC 1 717 480
2025-07-25 13F Valley Brook Capital Group, Inc. 775 −10,61 217 −3,57
2025-06-03 13F Invst, LLC 0 −100,00 0
2025-08-13 13F Fisher Asset Management, LLC 1 800 −61,74 504 −58,63
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-14 13F First Foundation Advisors 7 136 −7,72 1 997 −0,15
2025-07-15 13F Ballentine Partners, LLC 65 661 0,88 18 374 9,15
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 0 −100,00 0
2025-07-29 13F Huntleigh Advisors, Inc. 1 769 −0,67 495 7,61
2025-08-04 13F Kovack Advisors, Inc. 1 632 −7,01 457 0,66
2025-07-16 13F Signaturefd, Llc 2 544 65,19 712 78,64
2025-07-30 13F Retirement Planning Group 19 557 −4,52 5 473 3,30
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 105 612 27,18 29 553 37,61
2025-07-09 13F WealthCare Investment Partners, LLC 1 013 −3,43 287 14,34
2025-07-23 13F Madden Advisory Services, Inc. 3 520 −0,48 985 7,66
2025-07-17 13F Guyasuta Investment Advisors Inc 3 063 18,67 857 28,49
2025-08-13 13F Grove Street Fiduciary, LLC 1 576 −32,56 441 −26,99
2025-07-21 13F Old Second National Bank Of Aurora 52 0,00 15 7,69
2025-08-14 13F Riggs Asset Managment Co. Inc. 40 0,00 11 10,00
2025-07-17 13F Beacon Capital Management, LLC 783 0,26 219 8,46
2025-07-16 13F MontVue Capital Management, Inc. 1 571 0,00 440 8,13
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 −100,00 0
2025-08-05 13F Westside Investment Management, Inc. 1 366 1,86 383 10,40
2025-04-11 13F Safeguard Financial, LLC 4 187 −7,37 1 083 −9,30
2025-08-14 13F Clg Llc 0 −100,00 0
2025-08-14 13F DecisionPoint Financial, LLC 461 −3,96 130 4,03
2025-08-14 13F Glen Eagle Advisors, LLC 2 934 42,08 821 53,75
2025-08-07 13F Fidelis Capital Partners, LLC 56 132 −1,44 15 962 10,47
2025-08-15 13F Zuckerman Investment Group, LLC 40 059 12,90 11 210 22,16
2025-07-17 13F Prepared Retirement Institute LLC 1 331 0,00 373 8,14
2025-07-11 13F Annex Advisory Services, LLC 2 416 −25,39 676 −19,24
2025-07-24 13F Us Bancorp \de\ 4 241 845 2 677,08 1 186 997 2 904,82
2025-08-14 13F Smartleaf Asset Management LLC 8 055 52,18 2 248 65,22
2025-07-31 13F 180 Wealth Advisors, Llc 1 518 −0,13 425 7,89
2025-08-13 13F Dana Investment Advisors, Inc. 6 548 −19,65 1 832 −13,05
2025-08-14 13F Stifel Financial Corp 651 434 5,56 182 297 14,22
2025-08-11 13F Portside Wealth Group, LLC 0 −100,00 0
2025-08-13 13F Allegheny Financial Group LTD 4 969 14,15 1 391 23,56
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 7 112 −14,80 1 990 −7,78
2025-08-14 13F/A Skopos Labs, Inc. 1 898 103,65 531 120,83
2025-08-12 13F Accredited Wealth Management, LLC 10 224 3,13 2 872 12,02
2025-08-07 13F Nwam Llc 21 409 −2,91 5 991 5,05
2025-07-08 13F Next Level Private LLC 6 890 0,38 1 928 8,62
2025-08-14 13F Obsidian Personal Planning Solutions LLC 1 177 0,00 329 9,30
2025-07-23 13F Stonegate Investment Group, LLC 12 577 −2,56 3 520 5,42
2025-08-07 13F/A Joseph Group Capital Management 100 28
2025-07-30 13F Cullen/frost Bankers, Inc. 423 957 3,31 118 636 11,79
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7 059 126,40 1 975 145,04
2025-07-29 13F Activest Wealth Management 0 0
2025-08-14 13F Talon Private Wealth, LLC 202 −94,97 57 −94,67
2025-07-29 13F Kelman-Lazarov, Inc. 3 293 0,00 921 8,23
2025-08-11 13F One Capital Management, LLC 23 491 0,27 6 573 8,50
2025-08-11 13F FSA Wealth Management LLC 483 0,00 137 16,10
2025-07-22 13F Dougherty Wealth Advisers LLC 200 0,00 56 7,84
2025-07-23 13F Ami Investment Management Inc 6 521 3,21 1 825 11,70
2025-07-31 13F Oak Harbor Wealth Partners, Llc 52 318 −0,47 14 640 7,69
2025-08-20 13F Forefront Wealth Partners, LLC 5 476 −1,10 1 446 0,98
2025-07-21 13F J2 Capital Management Inc 2 556 1,47 715 9,83
2025-07-25 13F Keener Financial Planning LLC 283 0,00 0
2025-07-28 13F Private Wealth Asset Management, LLC 31 528 9,47 8 822 18,45
2025-07-09 13F Byrne Asset Management LLC 757 212 −26,48
2025-07-25 13F Gibson Capital, LLC 7 438 0,00 2 081 8,22
2025-07-24 13F Columbia Advisory Partners Llc 0 −100,00 0
2025-05-12 13F First Western Trust Bank 0 −100,00 0
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 3 342 0,00 935 8,22
2025-07-02 13F Crumly & Associates Inc. 0 −100,00 0
2025-07-22 13F Accel Wealth Management 1 906 −5,55 533 2,30
2025-08-12 13F Riverstone Advisors, LLC 0 −100,00 0
2025-08-14 13F Pecaut & Co. 3 598 26,60 1 007 37,06
2025-07-17 13F Capital Insight Partners, Llc 17 846 −17,09 4 994 −10,29
2025-08-07 13F Birchcreek Wealth Management, LLC 2 123 6,47 594 15,34
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 13 687 2,12 3 812 9,98
2025-08-14 13F Core Wealth Advisors, Inc. 51 263 1,17 14 345 9,48
2025-07-14 13F Chapin Davis, Inc. 4 167 3,27 1 166 11,79
2025-08-14 13F Becker Capital Management Inc 1 717 −2,00 482 6,40
2025-08-04 13F Partners in Financial Planning 14 308 0,00 4 004 8,19
2025-07-17 13F Summit Financial Strategies, Inc. 9 563 30,55 2 676 41,29
2025-08-14 13F Mercer Global Advisors Inc /adv 613 161 −15,28 171 709 −7,74
2025-09-19 13F Canal Capital Management, LLC 718 201
2025-07-08 13F Adamsbrown Wealth Consultants Llc 2 955 7,65 827 16,50
2025-08-08 13F Burling Wealth Partners, Llc 68 874 −0,11 19 273 8,08
2025-07-09 13F Wolff Financial Management Llc 85 809 1,59 24 14,29
2025-08-05 13F Sigma Planning Corp 27 034 13,40 7 565 22,71
2025-08-14 13F Sunbelt Securities, Inc. 658 18,56 174 20,98
2025-07-18 13F Columbia Asset Management 7 531 −9,87 2 107 −2,50
2025-08-07 13F Americana Partners, LLC 13 847 −0,27 3 875 7,91
2025-08-13 13F Millington Financial Advisors, LLC 2 208 −26,42 636 −13,13
2025-05-08 13F Us Financial Advisors, Llc 50 649 −2,05 13 099 −4,09
2025-08-05 13F Huntington National Bank 12 735 −2,62
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 1 627 21,42 455 31,50
2025-05-05 13F Morningstar Investment Services LLC 4 871 −84,95 1 −87,50
2025-07-21 13F New Century Financial Group, LLC 4 882 −40,38 1 366 −35,47
2025-08-06 13F Wsfs Capital Management, Llc 4 019 −18,18 1 125 −11,50
2025-07-31 13F Buckingham Strategic Partners 19 148 42,46 5 358 54,14
2025-08-06 13F S&t Bank/pa 1 738 −1,64 486 6,58
2025-08-14 13F Wealth Preservation Advisors, LLC 281 −3,77 79 4,00
2025-07-16 13F Spirepoint Private Client, Llc 0 −100,00 0
2025-07-23 13F Charter Trust Co 11 860 −0,16 3 319 8,01
2025-07-16 13F Stillwater Capital Advisors, LLC 4 615 0,26 1 291 8,49
2025-07-22 13F Berger Financial Group, Inc 1 558 0,65 436 8,75
2025-08-08 13F Capital Investment Counsel, Inc 54 15
2025-08-06 13F Stonebridge Financial Planning Group, LLC 5 367 8,29 1 502 17,17
2025-08-11 13F Plotkin Financial Advisors, LLC 857 0,00 240 8,14
2025-08-05 13F Fourth Dimension Wealth, LLC 44 0,00 12 9,09
2025-08-13 13F Orleans Capital Management Corp/la 925 259
2025-08-07 13F Midwest Trust Co 947 793 265 221
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 5 1
2025-07-29 13F Signature Estate & Investment Advisors Llc 14 004 −1,08 3 919 7,02
2025-07-18 13F Naples Global Advisors, Llc 1 649 −0,54 463 8,18
2025-07-30 13F Forum Financial Management, LP 2 398 2,70 671 11,28
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 32 744 15,67 9 163 25,15
2025-09-05 13F/A Prospera Capital Management, LLC 2 105 0,00 591 8,64
2025-09-04 13F Beacon Capital Management, Inc. 94 26
2025-08-12 13F Integrated Advisors Network LLC 26 440 −1,70 7 399 6,35
2025-06-24 NP MWFQX - MainStay Equity ETF Allocation Fund Class R3 44 173 −3,10 11 312 −9,96
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 30 799 −3,70 8 618 4,21
2025-08-08 13F ProVise Management Group, LLC 98 629 −0,33 27 599 7,85
2025-08-14 13F Financial Engines Advisors L.L.C. 57 808 117,67 16 176 135,49
2025-08-12 13F PKS Advisory Services, LLC 1 136 0,00 318 8,19
2025-08-14 13F Helium Advisors LLC 1 307 21,24 366 31,29
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 7 772 −1,41 2 183 7,11
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 10 290 −5,28 2 879 2,49
2025-08-12 13F WealthTrak Capital Management LLC 2 339 0,95 655 9,18
2025-08-08 13F VERITY Wealth Advisors 1 417 0,00 397 8,20
2025-07-28 13F Nadler Financial Group, Inc. 274 550 1,29 76 827 9,60
2025-07-29 13F Spectrum Investment Advisors, Inc. 20 065 3,43 5 615 11,90
2025-07-07 13F Kings Path Partners LLC 1 237 0,00 346 8,46
2025-08-13 13F Kuhn & Co Investment Counsel 3 754 0,00 1 050 8,25
2025-07-29 13F Stratos Wealth Partners, LTD. 38 921 0,69 10 891 8,95
2025-07-15 13F Sara-Bay Financial 1 776 −6,62 497 1,43
2025-08-14 13F Creegan & Nassoura Financial Group, LLC 825 0,00 231 7,98
2025-07-11 13F Petredis Investment Advisors Llc 38 993 10 911
2025-08-05 13F Cherry Tree Wealth Management, LLC 440 −3,93 123 4,24
2025-07-29 13F Financial Futures Ltd Liability Co. 39 614 11,88 11 085 21,05
2025-08-18 13F Pacific Center for Financial Services 91 556 −0,60 25 620 7,56
2025-07-28 13F Bridges Investment Management Inc 59 883 24,40 16 757 34,61
2025-07-14 13F Caitlin John, LLC 4 315 −9,58 1 207 −2,19
2025-07-17 13F Norris Perne & French Llp/mi 1 006 4,57 282 13,31
2025-07-29 13F Wingate Wealth Advisors, Inc. 6 195 1 733
2025-08-04 13F Prairie Wealth Advisors, Inc. 875 −4,16 246 3,81
2025-08-13 13F Nicolet Bankshares Inc 7 180 15,43 2 009 24,94
2025-07-14 13F Narus Financial Partners, LLC 17 591 −1,69 4 922 6,38
2025-08-13 13F Ofc Financial Planning, Llc 6 650 1,73 1 861 10,06
2025-04-22 13F Ewa, Llc 0 −100,00 0
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 5 373 −7,03 1 503 0,60
2025-04-30 13F Telos Capital Management, Inc. 0 −100,00 0
2025-08-14 13F Penn Capital Management Co Inc 0 −100,00 0
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 2 340 0,82 655 14,34
2025-08-12 13F Laurel Wealth Advisors LLC 99 620 27 883,15 0 −100,00
2025-08-13 13F Transce3nd, LLC 538 −1,65 151 6,38
2025-08-12 13F Viawealth, Llc 6 050 −5,13 1 693 2,61
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 2 384 0,21 667 8,46
2025-08-14 13F TT Capital Management LLC 5 192 1 365
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-07-24 13F Mengis Capital Management, Inc. 1 865 0,00 522 8,09
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-31 13F Sage Mountain Advisors LLC 15 620 −20,87 4 371 −14,40
2025-08-06 13F Vantage Financial Partners, LLC 2 576 −6,40 721 1,27
2025-07-30 13F D.a. Davidson & Co. 69 270 19,45 19 384 29,24
2025-08-08 13F Arvest Bank Trust Division 915 0,00 256 8,47
2025-07-24 13F Bernard Wealth Management Corp. 225 0,00 63 6,90
2025-08-14 13F Fairview Capital Investment Management, Llc 5 049 1,51 1 413 9,80
2025-07-11 13F Capital Advantage, Inc. 13 800 −40,49 3 862 −36,96
2025-08-27 13F Seneca Financial Advisors LLC 1 267 0,00 354 8,26
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 2 584 −15,80 723 −8,83
2025-08-12 13F Pathstone Holdings, LLC 624 581 3,93 166 663 7,25
2025-08-12 13F FourThought Financial Partners, LLC 1 147 0,00 321 8,11
2025-07-25 13F Sharp Financial Services, LLC 1 126 −5,38 315 2,61
2025-07-10 13F Security National Bank 6 2
2025-08-13 13F Northwestern Mutual Wealth Management Co 6 733 309 7,71 1 884 182 16,55
2025-08-11 13F Nordwand Advisors, LLC 0 −100,00 0
2025-08-01 13F Yukon Wealth Management, Inc. 5 005 −32,29 1 401 −26,74
2025-05-15 13F Dark Forest Capital Management Lp 0 −100,00 0
2025-07-14 13F McMahon Financial Advisors, LLC 14 205 1 246,45 3 975 1 361,03
2025-08-19 13F Asset Dedication, LLC 4 201 −4,37 1 176 3,43
2025-07-23 13F Integris Wealth Management, LLC 0 −100,00 0
2025-07-15 13F GSB Wealth Management, LLC 2 022 0,75 566 8,86
2025-07-25 13F GFS Advisors, LLC 32 945 0,49 9 219 8,73
2025-07-31 13F Brighton Jones Llc 27 222 5,89 7 617 14,58
2025-08-07 13F Winthrop Capital Management, LLC 2 188 0,00 1
2025-08-14 13F Cascades Capital Asset Management, LLC 14 868 −6,70 4 160 0,95
2025-08-12 13F Financial Advocates Investment Management 9 336 15,43 2 613 24,92
2025-08-07 13F Hughes Financial Services, LLC 0 −100,00 0
2025-07-28 13F Founders Grove Wealth Partners, Llc 18 733 8,23 5 242 17,11
2025-08-05 13F Beckerman Institutional, LLC 11 268 9,43 3 50,00
2025-08-14 13F Newport Capital Group, LLC 1 645 −2,26 460 5,75
2025-08-11 13F FineMark National Bank & Trust 4 794 1,89 1 342 10,28
2025-08-14 13F Quantinno Capital Management LP 23 603 62,84 6 605 76,20
2025-07-28 13F Aries Wealth Management 40 678 −2,01 11 383 6,03
2025-08-07 13F Weil Company, Inc. 14 441 20,11 4 041 29,98
2025-07-16 13F ORG Partners LLC 64 −24,71 18 −18,18
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 6 776 0,00 1 896 8,22
2025-07-31 13F Leavell Investment Management, Inc. 184 840 1,50 51 921 10,25
2025-08-01 13F Private Wealth Partners, LLC 1 188 0,00 332 8,14
2025-08-14 13F Balanced Rock Investment Advisor 4 998 1 399
2025-07-25 13F Allspring Global Investments Holdings, LLC 1 561 16,67 439 25,86
2025-08-14 13F Modern Wealth Management, LLC 12 367 −34,52 3 461 −26,26
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 1 146 −32,98 321 −27,60
2025-07-23 13F Country Club Bank /gfn 15 906 0,25 4 439 8,80
2025-08-04 13F Noesis Capital Mangement Corp 914 14,82 256 24,39
2025-08-14 13F Financial Advisors Network, Inc. 894 1,48 250 10,13
2025-07-22 13F Wells Trecaso Financial Group, LLC 2 014 −1,18 564 6,83
2025-05-06 13F JPL Wealth Management, LLC 1 837 0,00 459 −5,36
2025-08-12 13F Fortis Capital Management LLC 6 038 −5,48 1 690 2,24
2025-07-07 13F O'Connor Financial Group LLC 33 686 6,76 9 554 17,08
2025-07-28 13F Cypress Wealth Services, LLC 23 397 0,63 6 547 8,88
2025-07-15 13F Garrett Investment Advisors LLC 2 181 −4,80 610 3,04
2025-04-23 13F Berry Wealth Group, LP 0 −100,00 0
2025-07-09 13F Channel Wealth Llc 2 058 −14,36 576 −7,41
2025-07-29 13F Empirical Asset Management, LLC 2 562 0,04 717 8,31
2025-07-24 13F Morton Brown Family Wealth, LLC 63 0,00 18 6,25
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-22 13F Red Door Wealth Management, LLC 2 269 2,25 635 10,65
2025-08-05 13F Ellevest, Inc. 24 651 −79,81 6 898 −78,15
2025-07-09 13F Keystone Wealth Services, LLC 3 626 11,02 1 015 20,14
2025-08-18 13F Front Row Advisors LLC 435 0,00 122 8,93
2025-07-30 13F MEMBERS Trust Co 2 269 1,16 635 9,31
2025-08-11 13F PFG Private Wealth Management, LLC 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 10 3
2025-08-04 13F Arkadios Wealth Advisors 29 227 28,10 8 179 38,61
2025-08-15 13F High Falls Advisors, Inc 801 224
2025-07-23 13F Ironwood Financial, llc 6 873 0,00 1 778 0,00
2025-07-08 13F Ptm Wealth Management, Llc 1 112 315
2025-08-04 13F BLB&B Advisors, LLC 163 221 29,04 45 674 39,62
2025-08-05 13F Gibraltar Capital Management, Inc. 156 329 328,25 10 575 12,01
2025-08-11 13F Brown Brothers Harriman & Co 13 378 49,09 3 744 61,34
2025-07-30 13F/A KPP Advisory Services LLC 4 201 −7,67 1 176 −0,09
2025-07-17 13F New Perspectives, Inc 8 951 −3,92 2 505 3,94
2025-07-18 13F Wetzel Investment Advisors, Inc. 7 084 −6,53 1 990 1,48
2025-07-30 13F Chokshi & Queen Wealth Advisors, Inc 2 452 0,00 686 8,20
2025-08-13 13F Milestone Investment Advisors LLC 33 684 −0,96 9 426 7,15
2025-07-10 13F Redhawk Wealth Advisors, Inc. 22 096 1 905,08 6 183 2 069,47
2025-07-17 13F Chatham Capital Group, Inc. 8 870 12,21 2 482 21,43
2025-07-22 13F Petros Family Wealth, LLC 1 234 345
2025-07-16 13F Magnus Financial Group LLC 11 960 4,49 3 347 13,04
2025-08-08 13F WASHINGTON TRUST Co 25 551 −3,78 7 150 4,11
2025-09-12 13F/A Valeo Financial Advisors, LLC 65 672 278,80 7 376 64,51
2025-08-11 13F Brass Tax Wealth Management, Inc 3 031 3,31 848 11,87
2025-05-05 13F Peterson Wealth Services 0 −100,00 0
2025-07-15 13F MCF Advisors LLC 307 −23,44 86 −16,50
2025-07-24 13F IFP Advisors, Inc 13 814 6,55 3 867 15,30
2025-08-12 13F Umpqua Bank 1 304 31,06 368 42,80
2025-08-14 13F First Commonwealth Financial Corp /pa/ 14 159 3 962
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-08-13 13F Level Four Advisory Services, Llc 12 087 −14,08 3 382 −7,04
2025-07-16 13F True North Advisors, LLC 2 747 0,00 769 8,17
2025-04-15 13F Noble Wealth Management PBC 2 588 7,56 669 5,35
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 242 0,00 68 8,06
2025-07-29 13F FLC Capital Advisors 32 938 5,33 9 217 13,97
2025-07-22 13F Woodmont Investment Counsel Llc 90 420 0,34 25 302 8,57
2025-07-22 13F Schwab Charitable Fund 3 987 0,00 1 116 8,15
2025-07-22 13F Miracle Mile Advisors, LLC 20 180 30,18 5 647 40,86
2025-08-13 13F Daner Wealth Management, LLC 33 504 −4,90 9 576 −2,13
2025-08-05 13F Tiaa Trust, National Association 1 523 798 −9,11 426 404 −1,65
2025-08-20 NP POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares 8 913 −3,26 2 494 4,70
2025-07-31 13F West Michigan Advisors, Llc 1 095 0,00 308 8,48
2025-08-13 13F BCJ Capital Management, LLC 830 0,00 232 8,41
2025-07-09 13F Goelzer Investment Management, Inc. 9 864 0,00 2 760 8,19
2025-08-14 13F Financial Advisory Service, Inc. 2 823 0,00 790 8,23
2025-07-02 13F HBW Advisory Services LLC 2 635 −8,76 737 −1,21
2025-07-22 13F Wealthcare Advisory Partners LLC 54 673 18,67 15 299 28,40
2025-08-13 13F Keystone Financial Group 18 038 2,62 5 048 11,02
2025-08-18 13F Goodman Advisory Group, LLC 0 −100,00 0
2025-07-18 13F Northeast Financial Group, Inc. 1 456 −6,91 408 0,74
2025-08-06 13F Ipsen Advisor Group LLC 1 373 0,51 384 8,78
2025-08-12 13F one8zero8, LLC 202 0,00 57 7,69
2025-08-07 13F Argent Advisors, Inc. 1 232 −0,40 345 7,84
2025-08-14 13F Potentia Wealth 1 400 0,00 392 8,01
2025-04-25 13F Wall Street Financial Group, Inc. 789 204
2025-07-08 13F Juncture Wealth Strategies, Llc 974 −26,21 273 −20,23
2025-07-09 13F Baron Wealth Management LLC 2 419 0,00 677 8,16
2025-08-04 13F Live Oak Private Wealth LLC 1 799 0,00 503 8,17
2025-08-07 13F Private Advisory Group LLC 2 433 −93,74 681 −93,24
2025-08-06 13F Atlantic Union Bankshares Corp 12 624 114,69 3 533 132,37
2025-07-16 13F Novem Group 4 273 9,14 1 196 18,08
2025-07-16 13F Kennicott Capital Management Llc 2 168 0,00 607 8,21
2025-04-29 13F Financial Network Wealth Management LLC 2 158 0,42 1
2025-07-22 13F One Wealth Management Investment & Advisory Services, LLC 1 280 −4,97 358 2,87
2025-08-07 13F Summit X, LLC 1 586 100,00 444 116,10
2025-05-13 13F Shorepoint Capital Partners LLC 17 125 −1,65 4 429 −3,72
2025-08-13 13F Whalerock Point Partners, Llc 1 255 0,00 351 8,33
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 13 716 −6,49 3 838 1,19
2025-08-11 13F Blue Bell Private Wealth Management, Llc 3 853 0,00 1 078 8,23
2025-08-14 13F Lazard Asset Management Llc 3 400 0,00 1
2025-07-29 13F Balboa Wealth Partners 968 271
2025-09-04 13F/A Advisor Group Holdings, Inc. 686 338 0,48 191 722 8,45
2025-09-09 13F NWF Advisory Services Inc. 11 435 2,91 3 200 11,35
2025-08-06 13F Rialto Wealth Management, LLC 21 526 −0,36 6 024 7,82
2025-08-11 13F Culbertson A N & Co Inc 23 482 −0,21 6 571 7,97
2025-07-25 13F Landmark Wealth Management, LLC 5 530 1,34 2 0,00
2025-07-21 13F Ameritas Advisory Services, LLC 17 825 −17,15 4 988 −10,75
2025-07-30 13F Fogel Capital Management, Inc. 14 316 0,82 4 006 9,10
2025-07-31 13F Fedenia Advisers LLC 746 209
2025-08-08 13F Tortoise Investment Management, LLC 756 0,00 212 8,21
2025-07-25 13F Libra Wealth Llc 2 557 0,00 716 8,17
2025-07-10 13F American Financial Advisors, LLC 88 825 −2,17 24 856 5,86
2025-08-13 13F Bernardo Wealth Planning LLC 17 926 −25,02 5 −16,67
2025-08-14 13F Wick Capital Partners, LLC 0 −100,00 0
2025-07-18 13F Vicus Capital 1 120 −0,53 313 7,56
2025-08-13 13F Aufman Associates Inc 2 883 0,45 807 8,63
2025-08-14 13F Mendel Capital Management LLC 832 −10,73 233 −3,73
2025-05-14 13F Monterey Private Wealth, Inc. 3 370 −1,32 871 −3,33
2025-08-14 13F Advisor OS, LLC 5 491 −7,68 1 537 −0,13
2025-07-16 13F GoalFusion Wealth Management, LLC 11 386 0,77 3 186 9,03
2025-07-17 13F Kavar Capital Partners Group, Llc 1 405 39,80 393 51,74
2025-07-21 13F Clarity Capital Partners LLC 1 454 −47,05 407 −42,82
2025-08-14 13F Aspen Grove Capital, LLC 1 954 −52,96 550 −48,93
2025-08-08 13F Smithfield Trust Co 259 988 2,67 73 10,77
2025-07-21 13F Ascent Group, LLC 14 767 −0,91 4 132 7,21
2025-08-12 13F NFP Retirement, Inc. 106 326 53,90 29 753 66,52
2025-07-28 13F Cornerstone Wealth Group, LLC 4 249 −1,92 1 189 6,07
2025-08-06 13F Decker Retirement Planning Inc. 19 5
2025-07-25 13F Pandora Wealth, Inc. 7 282 0,00 2 038 8,18
2025-08-11 13F HHM Wealth Advisors, LLC 755 0,00 211 8,21
2025-07-28 13F DORVAL Corp 53 747 3,36 15 040 6,92
2025-07-29 13F DeDora Capital, Inc. 8 228 −1,60 2 302 6,48
2025-08-11 13F TD Waterhouse Canada Inc. 1 701 −8,40 478 −0,42
2025-08-07 13F Searle & Co. 1 000 0,00 280 8,14
2025-08-12 13F Fairscale Capital, LLC 232 0,00 66 10,00
2025-08-15 13F Resources Management Corp /ct/ /adv 116 0,00 0
2025-08-06 13F Atlas Legacy Advisors, LLC 5 072 22,22 1 419 32,25
2025-08-08 13F WealthTrust Asset Management, LLC 0 −100,00 0
2025-08-06 13F SP Asset Management LLC 126 265 7,97 35 333 16,82
2025-08-14 13F Arete Wealth Advisors, LLC 16 111 −4,78 5 0,00
2025-07-14 13F Hoey Investments, Inc 216 0,00 61 9,09
2025-07-11 13F Myecfo, Llc 1 440 2,13 403 10,44
2025-08-08 13F VeraBank, N.A. 9 033 16,09 2 528 25,60
2025-08-11 13F Compass Capital Corp /ma/ /adv 2 770 −3,05 738 0,27
2025-07-30 13F Pacific Sun Financial Corp 2 116 −3,82 592 4,23
2025-08-08 13F Advisors Capital Management, LLC 14 621 1,55 4 092 9,88
2025-08-13 13F Colonial Trust Co / SC 2 298 −8,23 643 −0,62
2025-08-13 13F Ally Invest Advisors Inc. 1 146 321
2025-08-13 13F Quest Investment Management Llc 22 934 −20,37 6 418 −13,84
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 531 193 −1,65 148 644 6,41
2025-08-13 13F M&t Bank Corp 30 711 −0,21 8 593 7,97
2025-08-12 13F 17 Capital Partners, Llc 0 −100,00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 5 837 −0,31 1 633 7,86
2025-07-14 13F MY Wealth Management Inc. 14 719 −3,90 4 119 3,94
2025-07-21 13F Washington Growth Strategies Llc 2 286 782,63 1
2025-07-24 13F McKinley Carter Wealth Services, Inc. Put 252 8,19
2025-04-16 13F NorthCrest Asset Manangement, LLC 0 −100,00 0
2025-07-24 13F Eastern Bank 2 077 131,29 581 150,43
2025-08-12 13F Zacks Investment Management 957 −15,68 268 −8,87
2025-07-18 13F Bartlett & Co. Wealth Management Llc 19 801 −0,63 5 546 7,63
2025-08-14 13F Ieq Capital, Llc 11 580 −6,52 3 241 1,16
2025-07-09 13F Brand Asset Management Group, Inc. 54 166 15,09 15 157 24,53
2025-07-15 13F Maseco Llp 230 64
2025-07-14 13F Cathy Pareto & Associates, Inc 913 3,99 256 12,33
2025-05-06 13F Proficio Capital Partners LLC 0 −100,00 0 −100,00
2025-07-18 13F Provident Wealth Management, LLC 374 0,00 105 8,33
2025-08-14 13F Glenview Trust Co 88 887 0,75 24 873 9,01
2025-07-09 13F Pallas Capital Advisors LLC 3 355 −6,96 939 0,64
2025-07-28 13F Morris Financial Concepts, Inc. 253 0,00 71 7,69
2025-08-06 13F Mascagni Wealth Management, Inc. 5 968 −1,65 1 670 6,44
2025-07-10 13F ARS Wealth Advisors Group, LLC 1 360 6,25 381 14,80
2025-08-06 13F Walkner Condon Financial Advisors LLC 23 278 1,27 6 514 9,59
2025-07-08 13F Chemistry Wealth Management LLC 3 233 −2,74 905 5,24
2025-07-17 13F Albion Financial Group /ut 15 4
2025-07-31 13F Strata Wealth Advisors, LLC 6 499 5,20 1 819 13,84
2025-07-22 13F Highland Capital Management, Llc 8 165 0,00 2 285 8,20
2025-06-03 13F/A First National Bank Of Omaha 12 829 −0,68 3 318 10,38
2025-07-16 13F Investment Partners Asset Management, Inc. 1 529 0,00 428 8,10
2025-08-11 13F Greykasell Wealth Strategies, Inc. 184 −59,11 51 −56,03
2025-08-12 13F Martin Worley Group 1 264 0,00 354 8,28
2025-07-16 13F Sylvest Advisors, LLC 55 527 1,57 15 538 9,90
2025-07-22 13F Oak Hill Wealth Advisors, Llc 82 599 2,40 23 298 11,68
2025-08-04 13F Evergreen Advisors, LLC 716 200
2025-07-30 13F Strategic Blueprint, LLC 2 957 −11,73 827 −4,50
2025-08-11 13F United Capital Financial Advisers, Llc 22 639 0,32 6 335 8,55
2025-03-28 13F/A Berkeley, Inc 0 −100,00 0
2025-07-09 13F Camelot Technology Advisors, Inc. 0 −100,00 0
2025-08-14 13F KKM Financial LLC 740 207
2025-07-28 13F Pandi, LLC 115 868 0,00 32 423 8,20
2025-07-23 13F Hall Capital Management Co Inc 42 186 0,53 11 805 8,77
2025-08-13 13F Berkshire Asset Management Llc/pa 64 151 −0,77 17 951 5,80
2025-07-21 13F Qrg Capital Management, Inc. 3 097 23,78 867 33,85
2025-04-18 13F Wolf Group Capital Advisors 839 217
2025-05-15 13F Alexis Investment Partners, LLC 0 −100,00 0
2025-07-14 13F Sellwood Investment Partners LLC 448 125
2025-07-31 13F Heirloom Wealth Management 1 652 0,00 462 8,20
2025-07-17 13F Fifth Third Securities, Inc. 20 499 39,22 5 736 50,63
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 47 845 −4,92 13 389 2,87
2025-07-31 13F Leelyn Smith, LLC 7 243 0,00 2 027 8,17
2025-08-13 13F Colonial Trust Advisors 402 5 642,86 112 11 100,00
2025-07-11 13F LongView Wealth Management 10 068 35,25 2 817 46,34
2025-08-05 13F Strategic Financial Concepts, LLC 0 −100,00 0
2025-07-08 13F Canandaigua National Bank & Trust Co 36 677 −3,15 10 263 4,80
2025-07-24 13F Trust Co Of Toledo Na /oh/ 2 722 762
2025-07-30 13F Whittier Trust Co Of Nevada Inc 87 459 −0,40 24 473 7,76
2025-08-11 13F CFS Investment Advisory Services, LLC 5 519 33,70 2 0,00
2025-07-03 13F Garde Capital, Inc. 3 198 −0,28 895 7,84
2025-07-16 13F Brown, Lisle/cummings, Inc. 751 0,00 210 8,25
2025-07-22 13F Aquire Wealth Advisors, LLC 1 127 1,71 315 10,14
2025-07-31 13F Darden Wealth Group Inc 4 028 386,47 1 127 426,64
2025-08-11 13F Howard Wealth Management, Llc 1 905 −2,11 533 5,96
2025-08-12 13F JMG Financial Group, Ltd. 1 325 765 −1,45 370 989 6,63
2025-08-14 13F Horizon Investments, LLC 99 853 28,42 27 942 38,95
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 119 −19,59 0
2025-08-13 13F StoneX Group Inc. 19 392 −4,44 5 447 3,79
2025-07-23 13F Equitable Trust Co 1 645 0,00 460 8,24
2025-07-18 13F Dogwood Wealth Management LLC 8 920 −0,56 2 516 8,45
2025-08-11 13F Rothschild Investment Llc 700 0,00 196 7,73
2025-08-06 13F Grey Fox Wealth Advisors, LLC 67 797 1,88 19 044 10,66
2025-08-11 13F Kirtland Hills Capital Management, Llc 2 563 −2,06 717 11,51
2025-07-10 13F Cypress Point Wealth Management, LLC 2 750 0,00 770 8,16
2025-08-04 13F Simon Quick Advisors, Llc 4 084 0,00 1 143 8,14
2025-07-09 13F Bowman & Co S.C. 5 303 4,02 1 484 12,59
2025-07-15 13F Fifth Third Bancorp 426 309 −1,65 119 294 6,42
2025-07-29 13F Ballast, Inc. 1 595 −98,79 446 −98,69
2025-07-15 13F North Star Investment Management Corp. 2 269 39,46 635 50,95
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 1 280 −11,30 0
2025-07-23 13F Sachetta, LLC 6 959 2,22 1 947 10,63
2025-08-14 13F Keystone Financial Services, LLC 2 543 −6,54 712 1,14
2025-08-07 13F Alpha Cubed Investments, LLC 5 101 −6,04 1 427 1,64
2025-08-13 13F Fort Sheridan Advisors Llc 3 428 −14,83 959 −7,88
2025-07-09 13F Lincoln Capital Corp 6 625 −0,53 1 854 7,61
2025-07-17 13F Fiduciary Advisors, Inc. 26 351 −0,90 7 374 7,23
2025-05-06 13F Next Capital Management LLC 0 −100,00 0
2025-07-30 13F Cambridge Capital Management, Llc 1 163 0,00 325 8,33
2025-07-31 13F Schoolcraft Capital LLC 4 261 −2,27 1 192 5,77
2025-08-14 13F Sentinus, LLC 0 −100,00 0
2025-08-01 13F Logan Capital Management Inc 1 −99,94 0 −100,00
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 3 050 1,23 853 9,50
2025-07-31 13F Curio Wealth, Llc 7 851 5 277,40 2 197 −29,73
2025-07-28 13F Harbour Investments, Inc. 27 086 9,78 7 579 18,79
2025-07-10 13F Perkins Coie Trust Co 127 896 −0,39 35 788 7,77
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-08-07 13F WESCAP Management Group, Inc. 12 892 −8,24 3 608 −0,72
2025-07-18 13F Trilogy Capital Inc. 0 −100,00 0
2025-07-23 13F Proffitt & Goodson Inc 4 902 −0,33 1 372 7,87
2025-08-05 13F Burney Co/ 873 −37,37 244 −32,22
2025-08-14 13F Clarity Capital Advisors, LLC 7 014 18,22 1 963 27,90
2025-07-31 13F Moloney Securities Asset Management, LLC 1 912 −3,39 535 4,70
2025-08-13 13F SageView Advisory Group, LLC 6 534 4,73 1 884 16,74
2025-07-29 13F Yoffe Investment Management, LLC 5 345 0,02 1 496 8,18
2025-07-18 13F SigFig Wealth Management, LLC 174 811 31,97 48 782 43,24
2025-08-19 13F National Asset Management, Inc. 11 772 −65,49 3 294 −63,44
2025-07-21 13F DHJJ Financial Advisors, Ltd. 832 6,26 233 14,85
2025-07-14 13F Kieckhefer Group Llc 3 021 0,00 845 8,19
2025-08-15 13F Nikulski Financial, Inc. 30 616 0,92 8 567 9,20
2025-07-15 13F Graypoint LLC 45 095 3,68 12 619 12,18
2025-07-30 13F Klingman & Associates, LLC 937 −11,52 262 −4,03
2025-07-07 13F Greenfield Savings Bank 926 0,00 259 8,37
2025-07-10 13F Family Legacy Financial Solutions, LLC 166 46
2025-08-13 13F Continuum Advisory, LLC 22 014 0,33 6 160 8,57
2025-08-08 13F AJ Advisors, LLC 54 191 −13,55 15 164 −6,46
2025-07-29 13F Monument Group Wealth Advisors, LLC 853 −28,44 239 −22,73
2025-08-12 13F Archer Investment Corp 190 0,00 53 8,16
2025-07-15 13F Avaii Wealth Management, Llc 1 306 0,00 365 8,31
2025-08-11 13F Diversified Portfolios, Inc. 2 365 8,49 662 17,41
2025-08-04 13F Creative Financial Designs Inc /adv 12 219 4,63 3 419 13,21
2025-07-22 13F Marietta Wealth Management, LLC 79 747 2,10 22 316 10,48
2025-08-13 13F Capital Advisors Wealth Management, LLC 9 520 2,11 2 664 10,49
2025-07-31 13F GenTrust, LLC 125 411 −14,84 35 228 −7,51
2025-08-05 13F Bank Of Montreal /can/ 679 323 3,80 190 095 12,31
2025-07-28 13F CGC Financial Services, LLC 25 0,00 7 0,00
2025-08-08 13F Pnc Financial Services Group, Inc. 2 315 383 −1,56 647 914 6,51
2025-08-06 13F Strategic Financial Partners, Ltd. 729 204
2025-07-17 13F Crane Advisory, LLC 63 995 −7,91 18 061 6,69
2025-07-09 13F Breakwater Investment Management 515 −8,53 144 −0,69
2025-07-29 13F Millburn Ridgefield Corp 404 194 0,00 113 106 8,20
2025-07-14 13F Sowell Financial Services LLC 28 503 −1,56 7 976 6,52
2025-08-11 13F CBIZ Investment Advisory Services, LLC 352 513 3,70 98 659 12,22
2025-07-31 13F Topsail Wealth Management, LLC 1 800 0,00 506 8,60
2025-08-13 13F Russell Investments Group, Ltd. 9 047 40,72 2 532 52,29
2025-08-07 13F Parkside Financial Bank & Trust 1 650 4,43 462 12,99
2025-08-12 13F Summit Global Investments 810 0
2025-08-13 13F Per Stirling Capital Management, LLC. 2 524 −9,66 706 −2,22
2025-07-22 13F Capital City Trust Co/fl 1 750 0,00 490 8,19
2025-07-16 13F Register Financial Advisors LLC 926 7,67 259 16,67
2025-07-22 13F MAS Advisors LLC 2 054 −1,53 575 6,49
2025-08-13 13F Sepio Capital, LP 11 511 −75,42 3 221 −73,40
2025-08-12 13F Mustico Financial Group, Inc. 29 207 8 304
2025-08-08 13F Blankinship & Foster, LLC 108 277 −4,91 30 299 2,89
2025-07-25 13F Investment Advisory Group, LLC 2 656 41,88 743 53,51
2025-07-14 13F CRA Financial Services, LLC 44 328 4,32 12 404 12,88
2025-08-12 13F Journey Strategic Wealth Llc 1 907 −8,32 534 −0,74
2025-07-09 13F Sawyer & Company, Inc 236 0,00 0
2025-07-28 13F RFG Advisory, LLC 15 418 −21,42 4 314 −14,98
2025-07-29 13F Salomon & Ludwin, LLC 14 948 −0,43 4 222 8,76
2025-08-07 13F Blackston Financial Advisory Group, LLC 24 338 −4,43 6 811 3,40
2025-07-08 13F Twele Capital Management, Inc. 68 228 1,46 19 092 9,79
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 1 000 −14,97 280 −8,22
2025-08-11 13F Empowered Funds, LLC 30 417 591,92 8 512 649,21
2025-07-29 13F Roof Eidam & Maycock/adv 52 252 −0,82 14 622 7,32
2025-07-23 13F Prime Capital Investment Advisors, LLC 26 847 −18,78 7 513 −12,12
2025-08-13 13F Cheviot Value Management, LLC 20 0,00 6 0,00
2025-07-11 13F Eagle Bay Advisors LLC 2 534 3,64 712 12,50
2025-08-04 13F NWK Group, Inc. 402 −10,27 113 −2,61
2025-07-15 13F Family Investment Center, Inc. 28 252 −3,92 7 906 3,94
2025-07-08 13F Hickory Point Bank & Trust 1 700 −17,40 476 −10,71
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 12 350 −15,12 3 456 −8,16
2025-07-17 13F Vermillion Wealth Management, Inc. 838 0,00 234 8,33
2025-07-18 13F Pure Financial Advisors, Inc. 89 913 0,02 25 160 8,22
2025-07-23 13F Beaumont Asset Management, L.L.C. 724 203
2025-08-01 13F Pasadena Private Wealth, LLC 848 1,19 237 9,72
2025-07-30 13F Exencial Wealth Advisors, Llc 70 985 8,36 19 864 17,25
2025-08-08 13F Hudock, Inc. 776 217
2025-08-14 13F Bnp Paribas Arbitrage, Sa 42 400 −85,00 11 865 −83,78
2025-07-08 13F Everpar Advisors Llc 859 0,00 240 8,11
2025-08-07 13F Summit Asset Management, LLC 962 −3,99 269 3,86
2025-08-14 13F Kovitz Investment Group Partners, LLC 46 690 8,09 13 075 17,04
2025-07-14 13F Farmers & Merchants Investments Inc 9 203 0,76 2 575 9,02
2025-08-01 13F First National Trust Co 5 168 68,50 1 446 82,35
2025-07-31 13F Longview Financial Advisors, Inc. 3 877 −2,02 1 085 5,96
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0 −100,00
2025-08-14 13F Wimmer Associates 1, Llc 1 389 −6,72 389 −3,48
2025-07-23 13F Lansing Street Advisors 0 −100,00 0
2025-07-08 13F RMR Wealth Builders 807 0,00 227 8,65
2025-07-14 13F S.A. Mason LLC 19 833 0,29 5 550 8,51
2025-07-22 13F SOL Capital Management CO 96 746 7,11 27 17,39
2025-08-11 13F First American Trust, Fsb 1 322 −3,50 370 4,24
2025-07-16 13F Octavia Wealth Advisors, LLC 1 963 0,46 551 9,11
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-07 13F Versant Capital Management, Inc 94 0,00 26 8,33
2025-07-11 13F Trust Co Of Virginia /va 156 997 −1,15 43 933 6,96
2025-07-09 13F VisionPoint Advisory Group, LLC 931 260
2025-07-30 13F Advantage Trust Co 71 598 4,67 20 035 13,26
2025-07-21 13F Riverview Trust Co 3 592 0,00 1 005 8,30
2025-08-14 13F C M Bidwell & Associates Ltd 650 −4,13 182 4,00
2025-07-14 13F Pacifica Partners Inc. 386 0,00 108 11,46
2025-07-16 13F Beaumont Financial Advisors, LLC 6 875 58,16 1 924 71,09
2025-07-31 13F CAP Partners, LLC 14 538 3,73 4 068 12,25
2025-08-05 13F Dunhill Financial, LLC 3 753 3,47 1 050 11,94
2025-08-07 13F Gouws Capital LLC 1 541 −21,26 431 −14,82
2025-07-17 13F Patton Albertson Miller Group, Llc 827 −1,19 231 6,94
2025-08-12 13F RiverFront Investment Group, LLC 2 593 −25,64 726 −19,53
2025-07-15 13F Boyd Wealth Management, LLC 12 384 32,24 3 465 43,12
2025-08-06 13F Valtinson Bruner Financial Planning LLC 11 171 4,94 3 126 13,51
2025-08-12 13F Twin Focus Capital Partners, Llc 4 960 −5,07 1 388 2,66
2025-07-01 13F Kera Capital Partners, Inc. 2 364 0,00 662 8,18
2025-07-23 13F Venturi Wealth Management, LLC 1 465 0,00 410 8,18
2025-08-14 13F Coastal Bridge Advisors, LLC 19 538 5,08 5 467 13,71
2025-08-13 13F McCollum Christoferson Group LLC 1 403 0,00 393 8,29
2025-08-04 13F FRG Family Wealth Advisors LLC 1 369 0,00 383 8,19
2025-08-08 13F CWS Financial Advisors, LLC 10 453 −3,78 2 925 4,09
2025-07-15 13F Sightline Wealth Advisors, LLC 2 354 −9,46 659 −2,08
2025-08-06 13F Csenge Advisory Group 928 1,53 251 11,61
2025-05-06 13F Greenwood Gearhart Inc 0 −100,00 0
2025-07-22 13F Unique Wealth, Llc 2 261 77,47 633 92,10
2025-07-30 13F Clune & Associates, Ltd. 21 667 6,13 6 063 14,83
2025-08-11 13F Aspen Investment Management Inc 5 802 −0,09 2 0,00
2025-07-10 13F Park Capital Management, LLC / WI 1 955 0,00 547 8,32
2025-04-14 13F Regent Peak Wealth Advisors LLC 1 326 −5,56 343 −7,57
2025-08-05 13F Sunburst Financial Group, LLC 1 438 3,53 402 11,98
2025-08-12 13F Titleist Asset Management, Llc 28 757 5,68 8 047 14,35
2025-08-11 13F Bradley Foster & Sargent Inc/ct 27 524 −2,35 7 702 5,67
2025-04-10 13F Presilium Private Wealth, Llc 0 −100,00 0
2025-07-16 13F John W. Brooker & Co., CPAs 3 097 −78,41 880 −76,30
2025-07-25 13F Kellett Schaffner Wealth Advisors LLC 4 141 −2,52 1 159 5,46
2025-08-08 13F Avantax Advisory Services, Inc. 129 743 9,41 36 306 18,39
2025-05-06 13F WT Wealth Management 0 −100,00 0
2025-07-31 13F Catalyst Capital Advisors LLC 404 194 0,00 113 106 8,20
2025-08-01 13F Reliant Investment Partners, LLC 7 192 −0,28 2 012 7,88
2025-08-05 13F Snider Financial Group 1 171 2,63 328 11,22
2025-05-07 13F Spectrum Wealth Counsel, LLC 0 −100,00 0 −100,00
2025-07-29 13F Fundamentun, Llc 17 539 −3,53 4 908 4,38
2025-07-28 13F BRYN MAWR TRUST Co 10 027 −32,84 2 806 −27,33
2025-07-30 13F Principle Wealth Partners Llc 30 916 −1,98 8 651 6,06
2025-08-08 13F Family Firm, Inc. 0 −100,00 0
2025-08-18 13F Tyler-Stone Wealth Management 1 475 −23,77 413 −17,60
2025-08-11 13F Intrepid Financial Planning Group LLC 790 0,00 221 8,33
2025-07-23 13F TriaGen Wealth Management LLC 49 904 7,70 13 965 16,53
2025-04-28 13F Swmg, Llc 0 −100,00 0 −100,00
2025-08-13 13F Serenus Wealth Advisors, LLC 1 495 −1,25 418 6,91
2025-08-28 13F Midwestern Financial, LLC /IA 4 099 1 147
2025-08-06 13F North Capital, Inc. 950 0,00 266 8,16
2025-08-12 13F Ade, Llc 995 278
2025-07-08 13F FF Advisors,LLC 4 868 0,00 1 362 7,50
2025-08-12 13F Park Square Financial Group, LLC 454 740,74 127 876,92
2025-08-14 13F Abbot Financial Management, Inc. 9 565 −1,29 2 677 6,78
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0 −100,00
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 13 167 0,00 3 684 8,19
2025-08-15 13F CI Private Wealth, LLC 799 124 103,66 223 786 120,53
2025-07-02 13F Waller Financial Planning Group, Inc 31 349 12,03 8 772 21,23
2025-07-21 13F Monticello Wealth Management, Llc 28 800 −0,33 8 059 7,86
2025-08-12 13F Vickerman Investment Advisors, Inc. 16 118 6,44 4 510 15,17
2025-08-13 13F Quadrant Capital Group Llc 11 621 394,72 3 252 435,58
2025-07-29 13F Kanawha Capital Management Llc 975 −4,32 273 3,42
2025-07-21 13F Kennebec Savings Bank 3 641 −0,93 1 019 7,16
2025-07-17 13F Moody Lynn & Lieberson, Llc 2 643 −8,10 740 −0,54
2025-04-29 13F Callan Capital, LLC 7 453 6,90 1 927 4,67
2025-07-22 13F Capital Advisors Inc/ok 0 −100,00 0 −100,00
2025-07-23 13F Richardson Capital Management LLC 694 0,00 194 8,38
2025-07-14 13F Opal Wealth Advisors, LLC 676 −40,39 189 −35,49
2025-07-15 13F Legacy Financial Group LLC 17 808 10,93 4 983 20,04
2025-07-29 13F Consilio Wealth Advisors, Llc 37 089 2,23 10 350 10,32
2025-07-25 13F Tranquility Partners, LLC 3 029 3,27 848 11,74
2025-08-14 13F Van Eck Associates Corp 58 0,00 0
2025-07-21 13F Fortis Capital Advisors, LLC 39 009 1,70 10 916 10,03
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 6 392 −7,42 1 796 0,56
2025-08-25 13F/A Neuberger Berman Group LLC 5 077 −30,04 1 421 −24,31
2025-05-13 13F Long Island Wealth Management, Inc. 0 −100,00 0
2025-07-10 13F Uptown Financial Advisors LLC 31 244 −0,97 8 743 7,16
2025-07-01 13F Burkett Financial Services, Llc 1 831 0,00 512 8,25
2025-07-29 13F Stephens Inc /ar/ 122 460 −17,77 34 268 −11,02
2025-08-11 13F M Wealth Management, LLC 988 0,00 277 8,24
2025-07-25 13F waypoint wealth counsel 6 279 −3,00 1 757 4,96
2025-08-14 13F Catalyst Financial Partners Llc 1 681 470
2025-07-30 13F Black Diamond Financial, LLC 33 834 −23,12 9 468 −16,82
2025-08-08 13F Emerald Investment Partners, Llc 1 148 −37,30 321 −32,14
2025-04-17 13F Life Planning Partners, Inc 0 −100,00 0 −100,00
2025-07-21 13F Capital Planning LLC 33 128 −29,95 9 306 −23,92
2025-07-23 13F BankPlus Trust Department 275 0,00 77 7,04
2025-08-12 13F Jaffetilchin Investment Partners, LLC 2 010 −3,97 563 3,88
2025-07-03 13F CPA Asset Management LLC 30 121 3,62 8 429 12,12
2025-07-09 13F Hardin Capital Partners, LLC 1 520 3,12 428 12,07
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 18 155 12,25 5 085 21,57
2025-07-16 13F TOWER TRUST & INVESTMENT Co 2 491 2,34 697 11,88
2025-08-14 13F Gen-Wealth Partners Inc 27 8
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 5 470 5,39 1 531 14,01
2025-08-06 13F Pekin Hardy Strauss, Inc. 894 250
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 2 497 −6,83 699 0,87
2025-07-30 13F Insight Advisors, LLC/ PA 767 215
2025-08-14 13F Garden State Investment Advisory Services LLC 9 813 21,40 2 746 31,34
2025-08-14 13F Hurley Capital, LLC 72 −88,70 20 −87,80
2025-08-08 13F Red Cedar Investment Management, Llc 10 950 3 064
2025-07-28 13F Axxcess Wealth Management, Llc 250 168 0,07 70 004 8,27
2025-07-22 13F MGO Private Wealth, LLC 10 324 −2,47 2 889 5,52
2025-08-14 13F Federation des caisses Desjardins du Quebec 14 804 1,20 4 143 9,49
2025-07-31 13F BIP Wealth, LLC 2 323 −20,12 650 −13,56
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-08-14 13F Qube Research & Technologies Ltd 1 087 −54,95 304 −51,28
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 889 13,97 249 23,38
2025-07-25 13F St. Louis Trust Co 6 133 −28,13 1 716 −22,21
2025-08-14 13F Pennington Partners & Co., Llc 2 840 −4,47 798 3,78
2025-04-18 13F Wagner Wealth Management, Llc 0 −100,00 0
2025-07-30 13F EnRich Financial Partners LLC 52 023 1,80 14 557 10,16
2025-07-18 13F SOA Wealth Advisors, LLC. 11 258 −6,50 3 150 1,16
2025-08-12 13F AlphaCore Capital LLC 54 299 180,59 15 253 204,80
2025-05-15 13F/A Orion Portfolio Solutions, LLC 10 793 7,85 2 791 5,60
2025-08-11 13F Ironsides Asset Advisors, LLC 43 132 −0,22 12 070 7,96
2025-07-17 13F Grandview Asset Management LLC 16 467 −2,44 5 0,00
2025-07-22 13F Old National Bancorp /in/ 5 050 10,79 1 413 19,95
2025-08-15 13F Security National Bank Of So Dak 1 980 0,00 554 8,20
2025-07-21 13F Sageworth Trust Co of South Dakota 1 080 0,00 302 8,24
2025-07-30 13F Princeton Global Asset Management LLC 632 0,00 177 7,98
2025-08-12 13F Quadcap Wealth Management, LLC 1 518 −4,95 425 2,91
2025-05-01 13F Lane & Associates LLC 10 916 −3,28 2 823 −9,23
2025-08-04 13F AMG National Trust Bank 142 798 12,71 39 959 21,95
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 52 108 51,86 14 637 64,94
2025-08-14 13F Synovus Financial Corp 26 257 1,91 7 355 10,35
2025-08-13 13F EverSource Wealth Advisors, LLC 4 210 −1,27 1 178 6,81
2025-08-13 13F Schroder Investment Management Group 54 722 3,49 15 313 11,97
2025-08-14 13F Headlands Technologies LLC 0 −100,00 0 −100,00
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 2 760 86,11 773 101,57
2025-08-14 13F Peak Asset Management, LLC 6 762 −11,00 1 892 −3,67
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 1 022 286
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-08-14 13F Allred Capital Management, LLC 1 572 3,97 440 12,53
2025-08-12 13F Nemes Rush Group LLC 196 −42,86 55 −38,64
2025-08-12 13F Meridian Wealth Advisors, LLC 40 656 10,80 11 377 19,89
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 31 060 0,93 8 692 9,21
2025-07-14 13F ABLE Financial Group, LLC 1 011 −46,59 283 −42,33
2025-07-18 13F RKL Wealth Management LLC 22 326 −18,74 6 248 −12,08
2025-08-13 13F VestGen Advisors, LLC 15 354 2,34 4 297 10,72
2025-08-13 13F First Trust Advisors Lp 4 559 12,93 1 276 22,13
2025-07-10 13F Envision Financial LLC 24 397 10,05 6 827 19,07
2025-08-13 13F Jones Financial Companies Lllp 20 981 556 14,32 5 855 349 24,07
2025-07-16 13F Gradient Capital Advisors, LLC 15 120 0,07 4 231 8,29
2025-07-11 13F/A Umb Bank N A/mo 9 991 −1,54 2 796 6,52
2025-07-10 13F Trust Point Inc. 2 255 −56,69 631 −53,12
2025-07-25 13F Hemington Wealth Management 135 0,00 0
2025-07-09 13F First Financial Corp /in/ 18 330 2,97 5 129 11,43
2025-05-12 13F Ameritas Investment Partners, Inc. 0 −100,00 0
2025-07-10 13F Sovran Advisors, LLC 9 564 251,88 2 698 304,35
2025-07-08 13F Canandaigua National Trust Co of Florida 2 104 0,14 589 8,29
2025-07-08 13F Legacy Private Trust Co. 2 819 2,81 789 11,14
2025-08-14 13F Bragg Financial Advisors, Inc 7 448 −0,65 2 084 7,53
2025-08-11 13F Cornerstone Planning Group LLC 92 −41,77 26 −33,33
2025-07-30 13F Sloy Dahl & Holst, LLC 1 557 4,22 436 12,69
2025-08-14 13F Wilkins Miller Wealth Management, LLC 2 170 29,01 607 39,54
2025-07-15 13F Missouri Trust & Investment Co 9 370 −0,20 2 622 7,99
2025-07-29 13F Goldstein Advisors, LLC 793 222
2025-08-12 13F LPL Financial LLC 2 966 756 −0,12 830 187 8,07
2025-08-12 13F Asset Management Group, Inc. 48 824 0,02 13 662 8,22
2025-05-14 13F Keeley-Teton Advisors, LLC 3 054 0,00 790 −2,11
2025-07-08 13F Silverleafe Capital Partners, LLC 0 −100,00 0
2025-07-24 13F Papp L Roy & Associates 2 712 6,73 759 15,37
2025-07-08 13F First National Corp /ma/ /adv 49 865 5,20 13 954 13,83
2025-08-08 13F Adapt Wealth Advisors, Llc 13 408 −1,44 3 752 6,62
2025-07-25 13F Sovereign Financial Group, Inc. 3 093 1,98 865 10,33
2025-08-12 13F Cornerstone Wealth Management, LLC 14 439 4,03 4 040 12,57
2025-08-06 13F ETF Store, Inc. 2 655 −2,39 743 5,69
2025-07-16 13F Old North State Wealth Management, LLC 767 215
2025-08-14 13F MGB Wealth Management, LLC 147 880,00 41 1 266,67
2025-08-11 13F Tidemark, LLC 70 0,00 20 5,56
2025-08-12 13F Calton & Associates, Inc. 1 087 12,88 304 22,09
2025-07-30 13F Drive Wealth Management, Llc 42 406 3,03 11 912 11,90
2025-07-23 13F Prasad Wealth Partners, LLC 863 0,00 241 8,07
2025-08-06 13F Maltin Wealth Management, Inc. 10 660 6,53 2 983 15,26
2025-08-13 13F MBM Wealth Consultants, LLC 2 930 −2,27 820 5,68
2025-07-09 13F Gilman Hill Asset Management, LLC 26 799 8,49 7 499 17,39
2025-07-22 13F Grimes & Company, Inc. 4 238 −4,20 1 186 3,58
2025-07-08 13F Heartwood Wealth Advisors LLC 136 568 0,63 38 216 8,88
2025-07-10 13F Rfg Holdings, Inc. 25 123 569,95 7 031 624,74
2025-07-31 13F LJI Wealth Management, LLC 5 342 77,53 1 495 92,03
2025-08-05 13F Intellectus Partners, LLC 8 719 0,00 2 449 8,65
2025-07-09 13F Berkshire Bank 2 565 −0,58 718 7,50
2025-08-14 13F SWAN Capital LLC 295 −2,32 82 6,49
2025-07-08 13F GK Wealth Management LLC 1 956 58,12 547 71,47
2025-07-28 13F IFG Advisors, LLC 8 688 1,65 2 431 10,00
2025-07-22 13F Diligent Investors, LLC 2 451 −0,20 686 7,87
2025-08-14 13F GWM Advisors LLC 290 919 5,50 81 408 14,16
2025-04-21 13F Janney Capital Management LLC 0 −100,00 0
2025-07-03 13F Arvest Investments, Inc. 12 0,00 3 0,00
2025-07-09 13F StrongBox Wealth, LLC 3 460 −3,14 968 4,88
2025-07-24 13F Fulcrum Capital LLC 134 930 −25,21 37 757 −19,07
2025-08-06 13F Eukles Asset Management 2 0,00 1
2025-08-04 13F Great Lakes Retirement, Inc. 14 668 11,01 4 120 20,57
2025-07-16 13F Randolph Co Inc 3 500 −21,21 979 −14,72
2025-07-30 NP ENDW - Cambria Endowment Style ETF 210 57
2025-08-11 13F Strategic Equity Management 3 253 −89,93 910 −89,10
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 189 53
2025-08-14 13F Alliancebernstein L.p. 43 188 −4,19 12 085 3,67
2025-08-08 13F Flaharty Asset Management, LLC 723 0,00 202 8,60
2025-07-07 13F RDA Financial Network 785 −29,15 220 −23,43
2025-08-14 13F Sherman Asset Management, Inc. 4 448 −7,49 1 245 0,08
2025-07-31 13F First Business Financial Services, Inc. 2 969 0,00 831 8,21
2025-08-13 13F Renaissance Technologies Llc 20 600 232,26 5 764 259,58
2025-07-28 13F Nvest Financial, LLC 2 253 −54,65 630 −50,93
2025-07-17 13F Raleigh Capital Management Inc. 90 0,00 25 8,70
2025-08-07 13F Addison Advisors LLC 5 526 −4,90 1 546 2,93
2025-08-14 13F Diversify Wealth Management, Llc 34 120 0,66 9 752 12,30
2025-07-09 13F Praetorian Wealth Management, Inc. 57 938 −15,31 16 213 −8,37
2025-07-08 13F Parallel Advisors, LLC 56 692 −2,98 15 864 4,98
2025-07-14 13F Lee-Kelleher Wealth Management 3 949 0,00 1 105 8,23
2025-07-09 13F Bank of New Hampshire 40 253 −3,03 11 264 4,92
2025-07-31 13F Oppenheimer & Co Inc 77 887 10,98 21 795 20,08
2025-08-14 13F Family Management Corp 469 −33,19 131 −27,62
2025-08-12 13F Braun Stacey Associates Inc 1 092 −8,39 306 −0,97
2025-07-07 13F Armstrong Henry H Associates Inc 2 248 0,00 629 8,26
2025-08-18 13F Old North State Trust, LLC 2 536 0,00 1
2025-05-06 13F Goodwin Investment Advisory 0 −100,00 0
2025-08-12 13F Eisler Capital Management Ltd. 0 −100,00 0
2025-07-22 13F Simplicity Wealth,LLC 22 287 101,97 6 237 118,58
2025-08-11 13F Trajan Wealth LLC 4 604 −3,24 1 288 4,72
2025-08-14 13F Heritage Wealth Management, Inc. 5 179 −3,84 1 449 4,09
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 950 0,00 266 16,74
2025-07-15 13F Hidden Cove Wealth Management, LLC 10 866 71,20 3 041 85,25
2025-07-25 13F Muirfield Wealth Advisors Llc 3 201 0,06 896 8,22
2025-07-23 13F Viewpoint Capital Management LLC 9 0,00 3 0,00
2025-08-06 13F TKG Advisors, LLC 760 213
2025-08-06 13F First Horizon Advisors, Inc. 69 845 4,84 19 545 13,44
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 903 −5,15 253 2,44
2025-08-07 13F Fund Evaluation Group, LLC 15 280 4 276
2025-07-17 13F First County Bank /CT/ 5 962 −8,60 1 668 −1,07
2025-08-14 13F Greenline Partners, LLC 2 750 310,45 770 8,16
2025-07-17 13F Catalytic Wealth RIA, LLC 15 799 16,03 4 421 25,56
2025-07-23 13F Citizens National Bank Trust Department 1 177 0,00 329 8,22
2025-07-22 13F Iron Horse Wealth Management, LLC 56 640 2,44 15 850 10,85
2025-08-05 13F Garrison Bradford & Associates Inc 600 0,00 168 7,74
2025-07-18 13F PFG Investments, LLC 8 720 20,56 2 440 30,48
2025-04-28 13F Redmont Wealth Advisors Llc 187 48
2025-07-10 13F Voisard Asset Management Group, Inc. 4 967 0,00 1 390 8,18
2025-08-04 13F Capital Performance Advisors Llp 923 −6,67 258 1,18
2025-07-22 13F Romano Brothers And Company 6 366 2,59 1 782 11,03
2025-07-16 13F Bestgate Wealth Advisors, LLC 3 197 0,00 827 0,00
2025-08-11 13F Citigroup Inc 31 523 −28,55 8 821 −22,68
2025-07-18 13F Consolidated Planning Corp 1 695 0,00 474 8,22
2025-08-14 13F Susquehanna International Group, Llp 26 566 1 943,54 7 434 2 112,20
2025-07-16 13F Flower City Capital 818 0,00 230 8,53
2025-08-05 13F Code Waechter LLC 0 −100,00 0
2025-08-08 13F Foundations Investment Advisors, LLC 4 923 44,79 1 378 56,66
2025-08-14 13F Herold Advisors, Inc. 2 672 −0,37 748 7,79
2025-08-06 13F Founders Financial Securities Llc 103 305 27,19 28 908 39,80
2025-07-11 13F Farther Finance Advisors, LLC 20 847 81,44 5 833 95,67
2025-07-21 13F Barrett & Company, Inc. 1 093 0,00 306 8,16
2025-08-05 13F Astra Wealth Partners LLC 2 600 28,52 728 39,01
2025-08-07 13F Rossmore Private Capital 39 797 3,26 11 136 11,74
2025-07-15 13F Capstone Wealth Management Group LLC 1 241 0,00 347 8,10
2025-08-06 13F AE Wealth Management LLC 10 557 −32,84 2 954 −27,33
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 216 223 11,07 61 327 21,82
2025-05-13 13F Trillium Asset Management, Llc 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp Call 60 200 3,08 16 846 11,53
2025-07-03 13F Trinity Financial Advisors LLC 28 616 15,42 8 038 30,11
2025-08-14 13F Susquehanna International Group, Llp Put 12 000 96,72 3 358 112,87
2025-07-09 13F Chesley Taft & Associates LLC 29 057 1,07 8 131 9,38
2025-08-04 13F Flagship Harbor Advisors, Llc 13 591 −3,88 3 803 4,02
2025-05-07 13F Vista Private Wealth Partners. LLC 0 −100,00 0
2025-07-23 13F Sax Wealth Advisors, Llc 6 361 −7,78 1 780 −0,22
2025-08-14 13F NorthLanding Financial Partners, LLC 1 777 −0,22 497 8,04
2025-07-22 13F Sage Financial Group Inc 57 299 58,32 16 034 71,31
2025-08-13 13F Alerus Financial Na 2 469 −1,63 691 6,32
2025-08-08 13F Glassman Wealth Services 992 −16,07 278 −9,18
2025-07-01 13F First National Bank Sioux Falls 46 699 4,26 13 068 12,81
2025-08-27 13F/A Brinker Capital Investments, LLC 10 620 −1,60 2 972 6,45
2025-07-09 13F Breakwater Capital Group 3 765 12,89 1 054 22,16
2025-08-12 13F O'shaughnessy Asset Management, Llc 39 013 58,06 10 917 71,03
2025-07-23 13F Trueblood Wealth Management, LLC 3 261 21,09 913 31,03
2025-07-31 13F Trademark Financial Management, LLC 890 249
2025-07-23 13F Next Level Wealth Planning, LLC 56 603 11,09 15 839 20,20
2025-08-08 13F Grandfield & Dodd, Llc 2 559 0,00 716 8,32
2025-08-08 13F Omega Financial Group, LLC 4 322 0,00 1 210 8,24
2025-08-11 13F Novak & Powell Financial Services, Inc. 825 −64,02 231 −61,15
2025-08-12 13F Running Point Capital Advisors, LLC 178 0,00 50 6,52
2025-08-11 13F Bell Investment Advisors, Inc 352 −18,14 99 −11,71
2025-08-14 13F TCG Advisory Services, LLC 18 888 11,31 5 285 20,44
2025-07-07 13F Investors Research Corp 10 0,00 3 0,00
2025-07-31 13F WFA Asset Management Corp 52 0,00 13 −7,69
2025-07-17 13F KWB Wealth 1 262 0,00 326 −2,10
2025-07-17 13F One Wealth Advisors, LLC 935 1,30 262 9,66
2025-07-30 13F Caliber Wealth Management, LLC / KS 46 626 −5,93 13 047 1,79
2025-08-07 13F CENTRAL TRUST Co 277 129 2,97 77 552 11,42
2025-08-12 13F Coston, McIsaac & Partners 121 0,00 0
2025-07-14 13F Maryland Capital Advisors Inc. 316 0,00 88 8,64
2025-07-23 13F Watershed Private Wealth Llc 7 118 −3,00 1 992 4,96
2025-08-06 13F Nicholas Hoffman & Company, LLC. 1 096 310 27,44 306 781 37,89
2025-08-12 13F Osborne Partners Capital Management, Llc 876 0,00 245 8,41
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-07-17 13F Greenleaf Trust 811 227
2025-07-18 13F Trust Co Of Vermont 9 827 14,83 2 750 24,22
2025-08-14 13F Waters Parkerson & Co., Llc 1 492 −3,80 417 3,99
2025-08-07 13F Vista Investment Partners Ii, Llc 2 306 −4,51 645 3,37
2025-08-13 13F Capital Analysts, Inc. 7 299 2,03 2 100,00
2025-07-11 13F Diversified Trust Co 12 782 0,98 3 577 9,26
2025-07-31 13F AlTi Global, Inc. 8 700 −15,95 2 444 −8,71
2025-08-08 13F Hartland & Co., LLC 691 819 0,80 193 593 9,06
2025-08-14 13F Aureus Asset Management, LLC 8 614 2,16 2 410 10,55
2025-08-01 13F Bank of Jackson Hole Trust 1 408 −7,55 394 −4,14
2025-08-12 13F Wood Tarver Financial Group, LLC 7 829 −1,00 2 −99,90
2025-04-15 13F Transform Wealth, LLC 1 504 −2,91 389 −5,13
2025-07-07 13F Global Wealth Strategies & Associates 30 −47,37 8 −42,86
2025-08-14 13F Bbr Partners, Llc 23 801 25,40 6 660 35,70
2025-04-17 13F Atlas Financial Advisors, Inc. 867 229
2025-07-22 13F Alta Wealth Advisors LLC 1 378 0,00 386 8,15
2025-07-16 13F Stephenson National Bank & Trust 25 369 2,52 7 099 10,94
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 100 900,00 28 1 250,00
2025-08-18 13F/A National Bank Of Canada /fi/ 8 728 −91,30 2 445 −90,58
2025-08-14 13F Mpwm Advisory Solutions, Llc 3 419 6,64 957 15,32
2025-07-10 13F Marshall Financial Group LLC 1 955 −2,83 552 5,96
2025-08-05 13F GPS Wealth Strategies Group, LLC 271 1,12 76 8,70
2025-07-30 13F IMG Wealth Management, Inc. 451 −7,39 126 0,80
2025-08-08 13F Fortis Group Advisors, LLC 8 356 −45,42 2 390 −39,66
2025-07-23 13F Roundview Capital LLC 43 677 −6,86 12 222 0,78
2025-07-30 13F Mason & Associates, LLC 80 403 10,96 22 499 20,07
2025-07-25 13F Yarger Wealth Strategies, Llc 6 661 −6,16 1 864 1,53
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-08-01 13F Fort Vancouver Investment Management, LLC 2 293 −0,43 642 7,73
2025-07-10 13F High Net Worth Advisory Group LLC 9 644 0,78 2 699 9,05
2025-08-08 13F Cetera Investment Advisers 941 545 18,28 263 473 27,98
2025-07-14 13F Sentinel Pension Advisors Inc 7 297 −0,22 2 042 7,93
2025-08-18 13F/A Kestra Investment Management, LLC 486 809 11,32 136 224 20,44
2025-04-02 13F Marcum Wealth, LLC 16 544 0,53 4 279 −1,56
2025-07-16 13F MKT Advisors LLC 1 193 −3,79 336 16,32
2025-07-22 13F Compass Financial Group, INC/SD 920 −8,46 258 −0,77
2025-04-17 13F Montecito Bank & Trust 4 444 −2,74 1 149 −4,73
2025-07-22 13F Gemmer Asset Management LLC 47 609 3,96 13 322 12,48
2025-08-12 13F Global Retirement Partners, LLC 36 679 3,10 10 264 9,22
2025-07-14 13F Rooted Wealth Advisors, Inc. 41 038 3,16 11 582 24,28
2025-08-14 13F Aqr Capital Management Llc 15 606 101,16 4 367 117,70
2025-07-11 13F Prosperity Planning, Inc. 1 181 0,00 330 8,20
2025-08-04 13F Mayflower Financial Advisors, LLC 11 817 −1,88 3 307 6,17
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 82 570 9,92 23 106 18,93
2025-07-21 13F HighMark Wealth Management LLC 65 0,00 18 12,50
2025-08-06 13F Geometric Wealth Advisors 2 040 −0,54 571 7,55
2025-07-28 13F Naviter Wealth, LLC 1 286 2,88 361 12,11
2025-07-22 13F Echo Wealth Management, LLC 1 016 0,00 284 8,40
2025-08-06 13F Rps Advisory Solutions Llc 3 131 −7,01 876 0,69
2025-07-15 13F Retirement Income Solutions, Inc 14 389 −2,25 4 026 5,78
2025-08-05 13F Bridgewater Advisors Inc. 8 087 −0,75 2 328 11,50
2025-07-16 13F RWM Asset Management, LLC 12 550 −41,21 3 512 −36,39
2025-07-29 13F LMG Wealth Partners, LLC 1 082 303
2025-07-15 13F Unified Investment Management 2 081 0,00 582 8,18
2025-08-14 13F Graney & King, LLC 2 375 9,20 665 18,15
2025-07-15 13F Smith & Howard Wealth Management, LLC 43 284 5,63 12 112 14,30
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-07-22 13F DT Investment Partners, LLC 133 717 52,95 37 418 65,50
2025-07-24 13F Acima Private Wealth, Llc 1 007 0,00 282 8,08
2025-08-13 13F Denver Wealth Management, Inc. 853 0,00 239 8,18
2025-07-15 13F Fortitude Family Office, LLC 32 067 −29,83 8 973 −24,07
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 12 762 −4,38 3 571 3,48
2025-07-25 13F Ccg Wealth Management, Llc 997 4,95 279 13,47
2025-07-25 13F Lodestar Private Asset Management Llc 8 077 −0,43 2 260 7,77
2025-07-18 13F Cooper Financial Group 1 091 −10,35 305 −2,87
2025-05-15 13F National Wealth Management Group, LLC 1 477 2,78 382 0,53
2025-05-01 13F Secured Retirement Advisors, Llc 0 −100,00 0
2025-07-22 13F MBL Wealth, LLC 22 212 −0,22 6 215 7,96
2025-08-12 13F Weaver Consulting Group 863 242
2025-08-13 13F Boston Family Office Llc 9 006 13,11 3 0,00
2025-07-11 13F BTC Capital Management, Inc. 0 −100,00 0
2025-04-30 13F Sofos Investments, Inc. 49 −28,99 13 −63,64
2025-08-13 13F Mayfair Advisory Group, LLC 2 045 0,99 580 10,71
2025-08-15 13F First Heartland Consultants, Inc. 815 −7,18 228 0,44
2025-07-09 13F Fragasso Group Inc. 1 479 −4,46 414 3,25
2025-08-11 13F Mindset Wealth Management, Llc 1 226 343
2025-08-13 13F Measured Wealth Private Client Group, LLC 4 249 −3,43 1 189 4,48
2025-07-22 13F Plimoth Trust Co Llc 7 374 −1,51 2 063 6,56
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0 −100,00
2025-08-04 13F Quaker Wealth Management, LLC 40 11
2025-07-10 13F Peoples Bank/KS 0 −100,00 0
2025-07-18 13F McGuire Investment Group, LLC 2 948 4,28 825 12,72
2025-07-29 13F Level Wealth Management LLC 992 0,00 278 8,20
2025-08-11 13F Arrow Financial Corp 103 248 −5,07 28 892 2,71
2025-08-12 13F Willis Investment Counsel 2 567 0,00 718 8,30
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 1 058 296
2025-08-08 13F IMA Wealth, Inc. 88 79,59 25 100,00
2025-07-24 13F Thompson Investment Management, Inc. 45 0,00 13 9,09
2025-08-08 13F MTM Investment Management, LLC 1 193 22,48 334 32,14
2025-07-29 13F Regions Financial Corp 846 877 489,89 236 982 538,26
2025-08-13 13F Johnson Financial Group, Inc. 2 904 1,65 816 10,43
2025-07-02 13F First Financial Bank - Trust Division 1 217 0,00 341 8,28
2025-07-29 13F Northwest Quadrant Wealth Management, LLC 201 804 −0,54 56 471 7,61
2025-08-11 13F Independent Advisor Alliance 2 219 −3,48 621 4,38
2025-07-09 13F GSG Advisors LLC 948 0,00 265 13,73
2025-07-31 13F Kathleen S. Wright Associates Inc. 30 694 −3,47 8 589 4,45
2025-07-17 13F Genesis Private Wealth, Llc 1 190 1,19 333 9,21
2025-08-14 13F Benjamin Edwards Inc 63 264 2,54 17 703 10,95
2025-08-01 13F Advisory Alpha, LLC 2 782 −5,21 779 2,64
2025-07-09 13F PFW Advisors LLC 9 450 −7,11 2 644 0,53
2025-07-18 13F Impact Capital Partners LLC 2 705 37,10 757 48,24
2025-08-07 13F Prospect Financial Group LLC 782 0,00 219 7,92
2025-07-24 13F WMG Financial Advisors, LLC 1 093 −1,35 306 6,64
2025-08-07 13F Montag A & Associates Inc 71 124 0,98 19 980 9,68
2025-08-01 13F May Hill Capital, LLC 24 702 −3,33 6 912 4,60
2025-08-12 13F OneAscent Financial Services LLC 31 308 −52,76 9 −52,94
2025-07-24 13F KFA Private Wealth Group, LLC 24 788 −0,90 6 937 7,24
2025-08-14 13F Snowden Capital Advisors LLC 12 090 −24,48 3 396 −17,97
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-07-02 13F Marotta Asset Management 3 560 −1,14 996 4,84
2025-08-08 13F Capital Investment Advisory Services, LLC 33 628 7,09 9 410 15,89
2025-08-14 13F/A Perritt Capital Management Inc 230 0,00 65 8,47
2025-07-25 13F LRI Investments, LLC 187 0,00 52 8,33
2025-07-23 13F Tectonic Advisors Llc 75 239 4,44 21 054 13,01
2025-08-05 13F Crestwood Advisors Group LLC 31 049 −0,67 8 688 7,47
2025-05-14 13F Summit Financial Wealth Advisors, LLC 12 826 0,02 3 317 −5,82
2025-07-17 13F Willow Creek Wealth Management Inc. 2 728 44,26 764 56,03
2025-07-18 13F TABR Capital Management, LLC 3 680 4,46 1 030 12,95
2025-07-10 13F YHB Investment Advisors, Inc. 1 195 −0,42 334 7,74
2025-07-29 13F Horst & Graben Wealth Management LLC 2 601 0,00 728 8,18
2025-07-30 13F/A Divergent Planning, LLC 2 402 184,93 676 206,82
2025-07-14 13F GAMMA Investing LLC 4 944 3,28 1 383 11,71
2025-07-29 13F Calamos Wealth Management LLC 19 999 −0,99 5 596 7,14
2025-08-01 13F Alexander Labrunerie & Co., Inc. 2 981 −3,25 834 4,77
2025-07-31 13F B & T Capital Management DBA Alpha Capital Management 5 285 −1,93 1 479 6,10
2025-07-14 13F Golden State Equity Partners 1 830 6,64 512 15,58
2025-07-23 13F Litman Gregory Asset Management LLC 104 595 178,87 29 269 201,73
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 32 588 −52,46 9 119 −48,56
2025-07-21 13F/A Abacus Planning Group, Inc. 830 0,73 232 8,92
2025-07-11 13F Arthur M. Cohen & Associates, Llc 1 452 0,00 406 8,27
2025-07-08 13F Lpwm Llc 733 205
2025-07-10 13F Secure Asset Management, LLC 9 655 64,03 2 702 77,46
2025-07-09 13F LifePlan Financial, LLC 3 691 −1,13 1 033 6,94
2025-08-14 13F Mission Creek Capital Partners, Inc. 2 672 −15,92 748 −9,01
2025-07-23 13F Laraway Financial Inc 6 070 −3,60 1 698 4,30
2025-08-14 13F EP Wealth Advisors, Inc. 62 084 21,51 17 373 31,48
2025-07-25 13F Hobbs Group Advisors, LLC 3 645 −1,75 1 021 6,36
2025-07-31 13F United Community Bank 0 −100,00 0
2025-07-23 13F Seamount Financial Group Inc 11 085 8,17 3 102 17,02
2025-08-11 13F United Advisor Group, LLC 945 14,82 264 24,53
2025-08-14 13F BCS Private Wealth Management, Inc. 5 598 2
2025-07-17 13F Gleason Group, Inc. 18 454 −0,50 5 164 7,67
2025-07-09 13F Thrive Wealth Management, LLC 916 0,22 256 8,47
2025-07-28 13F RMR Capital Management, LLC 5 766 −14,70 1 613 −7,72
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-22 13F Noble Family Wealth, LLC 40 519 1,34 11 338 9,65
2025-08-13 13F Wealthquest Corp 136 312 2,01 38 144 10,38
2025-08-13 13F Correct Capital Wealth Management 1 042 0,00 292 8,18
2025-08-06 13F Hallmark Capital Management Inc 24 0,00 7 0,00
2025-07-25 NP USNZ - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 100 0,00 27 0,00
2025-08-19 13F Anchor Investment Management, LLC 7 211 −5,21 2 018 2,54
2025-07-25 13F PrairieView Partners, LLC 565 0,00 0
2025-05-09 13F Probity Advisors, Inc. 0 −100,00 0
2025-08-13 13F Luminist Capital LLC 4 250 17,60 1 196 27,64
2025-04-14 13F Park Avenue Securities Llc 0 −100,00 0
2025-07-29 13F Sincerus Advisory, LLC 9 638 4,94 2 793 17,56
2025-07-29 13F Private Wealth Management Group, LLC 4 −90,00 1 −90,00
2025-08-01 13F Anson Capital, Inc. 14 101 −0,66 3 941 7,47
2025-08-11 13F Heritage Wealth Advisors 8 372 0,00 2 343 8,18
2025-07-30 13F Axiom Financial Strategies, LLC 102 454 −2,26 28 670 5,75
2025-08-14 13F Archetype Wealth Partners 40 559 −1,23 11 10,00
2025-07-07 13F Wilson & Boucher Capital Management, LLC 15 901 −1,12 4 450 7,00
2025-08-12 13F Mystic Asset Management, Inc. 21 577 0,71 6 038 8,97
2025-07-23 13F Winthrop Advisory Group LLC 4 823 1 355
2025-07-18 13F Truist Financial Corp 534 240 −5,06 149 496 2,73
2025-07-31 13F Burke & Herbert Bank & Trust Co 886 −47,45 248 −43,35
2025-08-14 13F Connecticut Wealth Management, LLC 228 910 12,32 64 056 21,53
2025-08-04 13F Heritage Investors Management Corp 63 665 −2,30 18 6,25
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 1 699 0,00 475 8,20
2025-08-12 13F Auxano Advisors, LLC 753 211
2025-07-08 13F Lowe Wealth Advisors, LLC 15 0,00 4 33,33
2025-08-06 13F Legacy Wealth Managment, LLC/ID 39 680,00 11 900,00
2025-07-30 13F Fiduciary Family Office, Llc 5 434 0,57 1 521 8,80
2025-08-12 13F TCTC Holdings, LLC 88 0,00 25 9,09
2025-07-25 13F Verdence Capital Advisors LLC 16 230 7,58 4 542 16,41
2025-07-16 13F/A CX Institutional 198 417 −11,60 56 −5,17
2025-07-14 13F Acropolis Investment Management, LLC 44 504 40,47 12 454 52,00
2025-07-14 13F AdvisorNet Financial, Inc 42 174 137,87 11 802 157,38
2025-07-17 13F Scott & Selber, Inc. 10 378 0,00 3 0,00
2025-08-14 13F Visionary Wealth Advisors 29 168 1,56 8 162 9,88
2025-08-11 13F Teachers Insurance & Annuity Association Of America 827 0,00 231 8,45
2025-08-06 13F New Millennium Group LLC 517 −10,86 145 −4,00
2025-08-08 13F Mv Capital Management, Inc. 18 0,00 5 25,00
2025-08-14 13F Acorn Wealth Advisors, LLC 1 918 2,18 537 10,52
2025-09-03 13F Ballentine Capital Advisors, Inc 0 −100,00 0
2025-08-13 13F Smith, Moore & Co. 17 288 3,73 4 838 12,23
2025-07-29 13F Northeast Investment Management 69 107 0,49 19 338 8,74
2025-07-30 13F Rehmann Capital Advisory Group 5 497 −17,77 1 538 −11,05
2025-07-16 13F Newton One Investments LLC 167 47
2025-07-09 13F Radnor Capital Management, LLC 1 388 0,00 0
2025-08-13 13F Townsquare Capital Llc 1 650 −96,71 462 −96,45
2025-07-29 13F Harbor Asset Planning, Inc. 326 91
2025-07-22 13F Cedar Mountain Advisors, LLC 6 0,00 2 0,00
2025-07-03 13F TrueWealth Advisors, LLC 5 034 −2,31 1 409 5,71
2025-08-11 13F Avantax Planning Partners, Inc. 2 477 0,04 693 8,28
2025-08-08 13F Better Money Decisions, LLC 1 484 −14,02 415 −6,95
2025-07-29 13F Financial Symmetry Inc 0 −100,00 0
2025-07-17 13F XML Financial, LLC 29 287 4,75 8 195 13,35
2025-08-08 13F Financial Gravity Companies, Inc. 21 −57,14 6 −58,33
2025-07-16 13F Howard Capital Management Group, LLC 2 540 3,55 711 11,99
2025-08-14 13F Integrated Wealth Concepts LLC 105 452 −2,55 29 509 5,44
2025-07-23 13F Bear Mountain Capital, Inc. 151 514 2,37 43 142 13,78
2025-07-24 13F Horizon Bancorp Inc /in/ 4 450 1
2025-08-12 13F Cynosure Management, Llc 736 206
2025-07-09 13F Orser Capital Management, Llc 760 213
2025-08-15 13F North Ridge Wealth Advisors, Inc. 440 0,00 123 8,85
2025-07-22 13F Checchi Capital Advisers, LLC 6 043 −0,12 1 691 8,12
2025-07-24 13F Lokken Investment Group LLC 24 914 1,51 6 972 9,83
2025-07-18 13F Centricity Wealth Management, LLC 4 141 0,00 1 159 8,22
2025-07-07 13F Peterson Wealth Advisors, LLC 3 079 −0,23 862 20,08
2025-07-31 13F Mason & Associates Inc 10 079 2,89 2 820 11,33
2025-08-14 13F Peapack Gladstone Financial Corp 225 517 1,94 63 10,53
2025-08-13 13F Northern Trust Corp 126 982 3,74 35 533 12,24
2025-08-13 13F Raab & Moskowitz Asset Management LLC 1 033 1,87 289 10,31
2025-08-14 13F Transamerica Financial Advisors, Inc. 80 339 −0,98 22 481 112 305,00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 251 044 −12,60 70 −5,41
2025-08-05 13F Freestone Capital Holdings, LLC 2 458 15,56 688 24,91
2025-08-13 13F Cresset Asset Management, LLC 366 762 −0,76 103 024 7,80
2025-07-07 13F Capital Asset Advisory Services LLC 237 208 2,64 66 757 10,29
2025-07-17 13F Oakworth Capital, Inc. 3 005 0,00 841 8,11
2025-07-23 13F Traphagen Investment Advisors Llc 3 080 10,63 862 19,75
2025-07-16 13F BOS Asset Management, LLC 5 922 0,39 1 657 8,66
2025-07-24 13F Comprehensive Money Management Services LLC 2 185 −1,80 611 6,26
2025-07-17 13F Camelot Portfolios, LLC 6 336 −9,60 1 773 −2,15
2025-07-30 13F DecisionMap Wealth Management, LLC 2 315 0,00 648 8,19
2025-08-14 13F Citadel Advisors Llc Call 4 400 22,22 1 231 32,22
2025-07-07 13F Accelerate Investment Advisors LLC 19 115 4,41 5 349 12,97
2025-07-17 13F Robbins Farley Llc 4 0,00 1 0,00
2025-08-14 13F Citadel Advisors Llc Put 4 800 33,33 1 343 44,25
2025-07-08 13F/A Salem Investment Counselors Inc 70 342 2,46 19 758 11,28
2025-07-21 13F TFG Advisers LLC 3 648 −0,16 1 021 7,94
2025-08-04 13F Carret Asset Management, Llc 771 216
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 5 145 −1,25 1 440 6,83
2025-07-25 13F Wells Financial Advisors INC 8 702 −5,36 2 435 2,40
2025-08-05 13F Tsfg, Llc 14 005 −40,62 4 −50,00
2025-07-25 13F Clarendon Private LLC 976 −50,68 273 −46,58
2025-08-13 13F IAG Wealth Partners, LLC 6 2
2025-07-09 13F Beacon Financial Group 5 089 0,97 1 424 9,29
2025-07-10 13F Wedmont Private Capital 53 197 4,92 15 072 22,02
2025-07-31 13F Guardian Financial Partners, LLC 3 201 0,00 896 8,22
2025-07-09 13F Hiley Hunt Wealth Management 3 936 0,36 1 111 9,14
2025-08-14 13F Atomi Financial Group, Inc. 34 436 26,33 9 636 36,70
2025-07-09 13F Fermata Advisors, LLC 4 437 −34,74 1 242 −29,41
2025-07-24 13F Birch Capital Management, LLC 391 0,00 109 7,92
2025-08-14 13F Mariner, LLC 1 709 460 10,38 478 358 19,43
2025-08-06 13F Garrison Point Advisors, Llc 5 662 2,31 1 584 10,69
2025-07-08 13F 21 West Wealth Management LLC 8 832 2 471
2025-07-31 13F Sequent Asset Management, LLC 2 187 0,00 612 8,14
2025-08-08 13F Trustco Bank Corp N Y 873 0,00 244 8,44
2025-08-12 13F/A Cozad Asset Management Inc 38 619 1,90 10 807 10,25
2025-07-17 13F Alpine Bank Wealth Management 16 750 0,24 4 687 8,47
2025-08-08 13F Accredited Investors Inc. 29 557 727,23 8 271 795,99
2025-07-22 13F Innovative Wealth Building LLC 14 964 −7,77 4 187 −0,19
2025-08-14 13F Shepherd Kaplan Krochuk, Llc 7 977 −0,09 2 232 8,14
2025-08-19 13F/A Pitcairn Co 7 825 0,00 2 190 8,21
2025-04-07 13F GoalVest Advisory LLC 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 6 568 668 6,18 1 838 110 14,89
2025-07-31 13F Oppenheimer Asset Management Inc. 257 104 −0,49 71 945 7,67
2025-07-28 13F Cutler Investment Counsel Llc 152 497 1,78 42 835 10,54
2025-07-17 13F HB Wealth Management, LLC 104 824 −10,13 29 333 −2,76
2025-08-05 13F Mission Wealth Management, Lp 4 685 28,25 1 311 38,77
2025-08-13 13F 1832 Asset Management L.P. 538 967 23,96 150 819 34,13
2025-08-14 13F Vident Advisory, LLC 5 841 −26,70 1 635 −20,72
2025-07-16 13F Southern Capital Advisors, Llc 753 211
2025-08-06 13F Stone House Investment Management, LLC 2 148 −15,27 601 −8,24
2025-07-07 13F Horizons Wealth Management 37 439 1,85 10 477 10,20
2025-07-24 13F Fischer Investment Strategies, Llc 19 180 −8,51 5 367 −1,00
2025-07-15 13F Kentucky Trust Co 71 18,33 20 26,67
2025-08-13 13F Miramar Capital, LLC 1 428 400
2025-07-31 13F Ramsay, Stattman, Vela & Price, Inc. 4 973 0,00 1 392 8,16
2025-08-12 13F Farmers National Bank 4 360 0,41 1 220 8,73
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 1 835 0,44 515 9,11
2025-08-13 13F Bank Of Nova Scotia 50 835 5 988,02 14 225 6 516,28
2025-07-28 13F Kiker Wealth Management, LLC 35 10
2025-07-15 13F Hofer & Associates. Inc 15 368 1,40 4 301 9,72
2025-07-24 13F PDS Planning, Inc 219 083 5,54 61 306 14,20
2025-07-29 13F Lyell Wealth Management, Lp 1 908 −7,24 534 0,38
2025-04-14 13F Greenspring Advisors, LLC 873 0,00 226 −2,17
2025-08-12 13F Wernau Asset Management Inc. 3 719 −6,09 1 041 1,56
2025-07-14 13F Abound Wealth Management 310 −0,64 87 7,50
2025-07-21 13F Ameriflex Group, Inc. 993 −15,70 276 −9,54
2025-08-14 13F Van Den Berg Management I, Inc 2 0,00 1
2025-07-10 13F Mogy Joel R Investment Counsel Inc 4 305 0,00 1 205 8,18
2025-04-29 NP HFND - Unlimited HFND Multi-Strategy Return Tracker ETF 596 −71,28 161 −72,71
2025-07-17 13F David Kennon Inc 37 879 −0,16 10 600 8,02
2025-08-11 13F Hexagon Capital Partners LLC 11 283 0,00 3 157 8,19
2025-08-04 13F Grant Street Asset Management, Inc. 68 104 −1,10 19 058 7,01
2025-08-13 13F Wealthedge Investment Advisors, Llc 22 066 −9,19 6 175 −1,75
2025-08-08 13F Hibernia Wealth Partners, LLC 2 639 103,78 738 120,96
2025-07-10 13F Hurlow Wealth Management Group, Inc. 6 140 −0,92 1 718 7,24
2025-07-23 13F Ti-trust, Inc 2 714 −0,55 759 7,66
2025-07-18 13F BSW Wealth Partners 2 488 −4,49 696 3,42
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-07 13F Guidance Capital, Inc 1 987 −0,30 560 7,90
2025-08-08 13F Keyvantage Wealth, Llc 27 252 4,56 7 626 13,13
2025-08-14 13F Spears Abacus Advisors LLC 1 972 6,83 552 15,51
2025-07-23 13F Morton Capital Management LLC/CA 1 283 0,00 359 8,46
2025-08-12 13F FreeGulliver LLC 9 871 3,24 2 762 11,73
2025-07-08 13F Nbc Securities, Inc. 6 342 0,00 2 0,00
2025-08-14 13F Financial Network Wealth Advisors LLC 195 0,00 54 8,00
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 117 168 0,46 32 787 8,70
2025-08-14 13F BancorpSouth Bank 79 527 4,31 22 254 12,87
2025-07-17 13F Eagle Wealth Strategies Llc 4 043 66,79 1 131 80,67
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 4 049 0,00 1 047 104 600,00
2025-08-07 13F Beese Fulmer Investment Management, Inc. 2 498 699
2025-08-07 13F FDx Advisors, Inc. 5 482 0,64 2 0,00
2025-08-13 13F Wambolt & Associates, LLC 1 145 0,00 322 8,42
2025-07-30 13F First Interstate Bank 2 253 −17,50 630 −10,76
2025-07-07 13F OMNI 360 Wealth, Inc. 3 726 −0,48 1 043 7,64
2025-05-01 13F Grant/GrossMendelsohn, LLC 2 744 −9,11 699 −12,42
2025-08-06 13F Simmons Bank 78 905 −3,07 22 080 4,89
2025-07-15 13F Farrell Financial LLC 23 266 −0,64 6 495 7,23
2025-07-23 13F Capital Management Associates, Inc 11 659 −31,70 3 263 −26,10
2025-07-25 13F Apollon Wealth Management, LLC 14 589 −0,66 4 082 7,48
2025-08-08 13F Thoroughbred Financial Services, Llc 10 390 12,52 3 0,00
2025-07-07 13F Aletheian Wealth Advisors LLC 1 395 0,00 390 8,33
2025-07-11 13F Orrstown Financial Services Inc 846 0,00 237 8,26
2025-08-06 13F Legacy Investment Solutions, LLC 39 680,00 11 900,00
2025-08-11 13F VSM Wealth Advisory, LLC 41 243 −2,74 11 541 5,24
2025-08-01 13F Gwn Securities Inc. 12 006 −72,60 3 376 −71,30
2025-08-08 13F Nixon Peabody Trust Co 1 930 3,21 540 11,80
2025-07-30 NP ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 1 879 −54,22 508 −54,32
2025-06-24 NP MNERX - MainStay Conservative ETF Allocation Fund Class R3 7 009 −3,22 1 795 −10,08
2025-07-07 13F Trust Co 810 0,00 227 8,13
2025-07-03 13F Collective Family Office Llc 3 289 −2,49 920 5,50
2025-07-25 13F Midwest Capital Advisors, LLC 872 −40,96 244 −35,96
2025-08-12 13F Mcdonald Partners Llc 1 289 361
2025-07-29 13F Violich Capital Management, Inc. 730 204
2025-08-18 13F Geneos Wealth Management Inc. 18 661 3,74 5 222 12,23
2025-08-29 13F Centaurus Financial, Inc. 1 547 −4,03 0
2025-07-16 13F Pacific Sage Partners, LLC 1 527 0,00 427 8,38
2025-08-06 13F Stokes Family Office, LLC 1 902 0,00 532 8,35
2025-07-29 13F Oxbow Advisors, LLC 3 205 0,00 897 8,21
2025-08-14 13F TrueWealth Financial Partners 49 456 −9,75 13 839 −2,34
2025-08-07 13F Grange Capital, LLC 5 638 −15,13 1 578 −8,21
2025-08-14 13F Silvercrest Asset Management Group Llc 1 109 2,78 310 11,11
2025-07-31 13F Lee Danner & Bass Inc 2 428 −2,10 679 5,93
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 1 173 −2,98 336 14,29
2025-07-22 13F Warwick Investment Management, Inc. 2 801 0,97 784 9,21
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 66 0,00 19 5,88
2025-07-31 13F Waldron Private Wealth LLC 2 113 −1,99 594 6,46
2025-08-15 13F Binnacle Investments Inc 61 0,00 17 13,33
2025-08-13 13F Brown Advisory Inc 94 111 0,88 26 335 9,16
2025-07-22 13F Fortitude Advisory Group L.L.C. 3 836 −3,71 1 074 10,62
2025-08-11 13F Mosaic Family Wealth Partners, Llc 8 476 −2,24 2 372 5,75
2025-08-05 13F Cassaday & Co Wealth Management LLC 3 376 1,17 945 9,51
2025-07-15 13F Total Wealth Planning, Llc 823 230
2025-07-28 13F SFG Wealth Management, LLC. 1 883 0,21 527 8,45
2025-08-13 13F Mount Yale Investment Advisors, LLC 324 91
2025-07-23 13F Values Added Financial LLC 3 377 13,97 945 23,24
2025-08-01 13F First Command Advisory Services, Inc. 561 518 2,95 157 129 11,39
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-07-17 13F Eclectic Associates Inc /adv 9 704 −0,35 2 715 7,87
2025-07-23 13F Wealth Management Nebraska 2 140 11,52 597 20,36
2025-08-01 13F Red Lighthouse Investment Management, Llc 613 −1,76 172 10,32
2025-05-14 13F Hill Investment Group Partners, LLC 0 −100,00 0
2025-07-22 13F Olistico Wealth, LLC 1 609 −2,01 450 6,13
2025-07-17 13F Enclave Advisors LLC 106 655 −2,06 29 851 5,99
2025-08-05 13F Retirement Financial Solutions, Llc 57 312 −9,55 16 038 −2,14
2025-08-13 13F Everstar Asset Management, LLC 1 815 0,00 508 8,10
2025-08-15 13F Orcam Financial Group 1 982 0,00 555 8,20
2025-07-09 13F Towerpoint Wealth, LLC 50 082 −6,88 14 015 0,76
2025-08-14 13F BTG Pactual Asset Management US LLC 39 133 6,00 10 951 14,70
2025-07-15 13F SJS Investment Consulting Inc. 97 53,97 27 68,75
2025-08-04 13F Field & Main Bank 37 406 36,56 10 467 47,76
2025-08-13 13F Vertex Planning Partners, LLC 1 635 1,18 458 9,59
2025-08-14 13F Freedom Financial Partners LLC 43 353 5,28 12 130 13,91
2025-07-17 13F Global Trust Asset Management, LLC 591 13,00 165 22,22
2025-07-23 13F Joel Isaacson & Co., LLC 422 165 5,97 118 134 14,67
2025-08-06 13F Horizon Investment Services, LLC 878 0,00 246 7,93
2025-07-29 13F Private Trust Co Na 7 823 14,49 2 189 23,88
2025-05-22 13F Mattson Financial Services, LLC 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 12 812 20,46 3 585 30,36
2025-07-22 13F Apexium Financial, Lp 1 583 0,00 445 8,56
2025-08-12 13F Fidato Wealth LLC 131 244 4,85 36 726 13,45
2025-08-12 13F Choate Investment Advisors 392 534 −5,33 109 843 2,44
2025-08-12 13F Passive Capital Management, LLC. 829 −23,94 233 −17,08
2025-07-14 13F Clear Harbor Asset Management, LLC 5 735 0,00 1 605 8,16
2025-07-16 13F Moneywise, Inc. 9 157 −69,93 2 562 −67,47
2025-08-05 13F Sebold Capital Management, Inc. 43 876 1,39 12 278 9,70
2025-08-08 13F Atlantic Trust, LLC 1 787 45,28 500 57,23
2025-07-18 13F Client 1st Advisory Group, Llc 1 358 0,00 380 8,26
2025-07-09 13F Westmount Partners, LLC 1 835 0,00 513 8,23
2025-08-14 13F/A Barclays Plc 917 0,00 0
2025-08-06 13F Soltis Investment Advisors LLC 10 893 7,30 3 048 16,11
2025-08-07 13F Mosaic Financial Group, Llc 4 665 0,00 1 0,00
2025-07-24 13F 3Chopt Investment Partners, LLC 4 368 0,00 1 227 8,59
2025-08-08 13F Citizens Financial Group Inc/ri 191 666 −3,32 53 836 5,00
2025-04-21 13F MN Wealth Advisors, LLC 0 −100,00 0
2025-07-10 13F Oldfather Financial Services, LLC 4 578 48,78 1 281 61,13
2025-07-25 13F Cypress Capital Group 5 133 0,00 1 436 8,21
2025-08-05 13F Blue Barn Wealth, LLC 2 891 −1,23 798 5,42
2025-08-11 13F Aptus Capital Advisors, LLC 14 994 3,11 4 196 11,57
2025-08-13 13F Gibbs Wealth Management 1 792 501
2025-08-04 13F Northwest Financial Advisors 0 −100,00 0
2025-08-14 13F Fmr Llc 479 531 28,85 134 187 39,42
2025-07-29 13F Mb, Levis & Associates, Llc 487 −2,79 136 5,43
2025-08-14 13F MidWestOne Financial Group, Inc. 11 606 0,00 3 248 8,20
2025-07-09 13F Defined Wealth Management, Llc 8 402 −0,20 2 351 7,99
2025-08-01 13F Rossby Financial, LCC 712 −3,00 199 6,99
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 1 381 0,00 386 8,12
2025-07-22 13F James Reed Financial Services, Inc. 54 459 4,43 15 239 13,00
2025-07-29 13F Creekside Partners 26 755 −1,49 7 487 6,59
2025-07-29 13F Grunden Financial Advisory, Inc. 1 200 0,00 336 8,06
2025-07-17 13F Mokosak Advisory Group, LLC 15 420 −0,79 4 315 7,34
2025-08-13 13F Philadelphia Trust Co 16 355 0,00 5 0,00
2025-08-26 13F Claris Financial LLC 1 932 −3,50 541 2,27
2025-08-01 13F Transcend Wealth Collective, Llc 9 423 −4,26 2 637 3,58
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 17 651 −2,22 4 939 5,81
2025-08-15 13F Strategic Investment Advisors / MI 27 432 18,35 7 691 28,31
2025-08-06 13F Convergence Financial, LLC 1 388 −16,28 388 −9,35
2025-08-11 13F NewEdge Wealth, LLC 154 074 7,00 43 812 17,65
2025-07-17 13F ERn Financial, LLC 8 275 −0,65 2 316 7,47
2025-07-09 13F Searcy Financial Services Inc /adv 97 599 1,16 27 311 9,46
2025-07-23 13F Somnio Financial Group, LLC 46 396 5,57 12 983 11,84
2025-07-10 13F Pachira Investments Inc. 2 644 0,61 740 9,48
2025-07-21 13F Greenwood Capital Associates Llc 950 −1,76 266 6,00
2025-08-05 13F Plante Moran Financial Advisors, LLC 4 206 36,07 1 177 47,31
2025-07-23 13F Wheelhouse Advisory Group LLC 38 498 3,81 10 773 12,33
2025-08-14 13F Bakala Capital Management LLC 2 505 −2,98 701 4,95
2025-07-17 13F Greenhouse Wealth Management, LLC 3 670 −6,90 1 027 0,69
2025-08-12 13F Vestor Capital, Llc 424 −67,13 0
2025-07-16 13F Cahaba Wealth Management, Inc. 855 239
2025-08-08 13F Investment Partners, Ltd. 9 335 −1,21 2 612 6,92
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-13 13F Basso Capital Management, L.p. 867 0,00 243 8,04
2025-07-11 13F SILVER OAK SECURITIES, Inc 5 385 0,77 1 507 9,61
2025-08-11 13F Sierra Capital LLC 57 159 −1,77 16 0,00
2025-08-13 13F RW Investment Management LLC 16 536 −1,42 4 627 6,66
2025-08-12 13F Country Trust Bank 104 865 16,59 29 344 26,16
2025-07-22 13F IFS Advisors, LLC 13 181 31,64 3 689 42,45
2025-08-13 13F Lido Advisors, LLC 128 005 8,80 35 913 18,03
2025-07-25 13F Courage Miller Partners, LLC 1 001 280
2025-08-14 13F Boston Private Wealth Llc 4 380 1 226
2025-08-27 13F Cypress Capital Advisors, LLC 811 0,00 227 8,13
2025-07-31 13F Guardian Wealth Advisors, LLC 2 194 −3,86 614 4,07
2025-08-12 13F Northeast Planning Associates, Inc. / Nh / 943 0,00 264 8,23
2025-08-14 13F Bank of Marin 11 595 3 245
2025-08-04 13F Atria Investments Llc 21 522 56,77 6 023 69,63
2025-08-11 13F Cladis Investment Advisory, LLC 1 590 30,33 445 40,95
2025-08-07 13F Evoke Wealth, Llc 12 294 −1,88 3 453 6,57
2025-08-14 13F Financial Strategies Group, Inc. 2 647 −3,04 747 11,16
2025-07-25 13F Joel Adams & Associates, Inc. 8 861 −10,00 2 480 −2,63
2025-07-31 13F Gill Capital Partners, Llc 31 060 0,57 8 692 8,81
2025-08-12 13F Insigneo Advisory Services, Llc 1 047 0,00 293 8,15
2025-09-09 13F Cambridge Financial Group, LLC 1 058 0,47 296 8,82
2025-07-29 13F Carmel Capital Partners, LLC 3 254 910
2025-08-14 13F Vivaldi Capital Management, LLC 9 051 −0,31 2 533 7,84
2025-08-14 13F Matrix Private Capital Group Llc 3 374 0,00 948 8,60
2025-07-29 13F First Bancorp, Inc /ME/ 36 918 5,80 10 331 14,47
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-22 13F 4Thought Financial Group Inc. 41 203 25,09 11 530 35,35
2025-08-07 13F Topel & Distasi Wealth Management, LLC 8 616 −3,67 2 411 4,24
2025-08-07 13F Fonville Wealth Management LLC 28 285 6,71 7 922 16,04
2025-08-14 13F Cobler Capital Management, LLC 1 522 205
2025-08-06 13F Vestmark Advisory Solutions, Inc. 0 −100,00 0
2025-04-25 13F Smallwood Wealth Investment Management, LLC 67 17
2025-07-22 13F Fishman Jay A Ltd/mi 2 340 −2,09 655 5,83
2025-08-11 13F Regal Investment Advisors LLC 14 712 1,16 4 117 9,44
2025-07-17 13F Elser Financial Planning, Inc 736 206
2025-08-11 13F Midwest Professional Planners, LTD. 1 125 −1,66 315 6,44
2025-07-07 13F Nova Wealth Management, Inc. 996 −4,32 279 3,35
2025-08-06 13F Aspect Partners, LLC 367 4 487,50 103 5 000,00
2025-08-12 13F Tocqueville Asset Management L.p. 962 0,00 269 8,47
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10 500 −0,10 2 938 8,73
2025-08-05 13F Mountain Hill Investment Partners Corp. 4 0,00 1 0,00
2025-07-15 13F RVW Wealth, LLC 1 655 5,55 463 14,32
2025-07-24 13F Jfs Wealth Advisors, Llc 7 413 0,18 2 074 8,42
2025-07-24 13F Robertson Stephens Wealth Management, LLC 8 762 −5,68 2 461 2,46
2025-08-14 13F First Manhattan Co 116 754 6,02 32 796 15,15
2025-08-11 13F Principal Securities, Inc. 41 617 −7,67 11 646 −2,18
2025-07-23 13F Intergy Private Wealth, LLC 9 472 7,99 2 650 16,84
2025-08-13 13F Gibson Wealth Advisors LLC 866 −10,35 242 −2,81
2025-08-13 13F Options Solutions, Llc 800 0,00 224 8,25
2025-07-30 13F Towneley Capital Management, Inc / DE 811 −47,88 227 −43,78
2025-07-14 13F Toth Financial Advisory Corp 918 −6,52 257 0,79
2025-08-07 13F Cahill Financial Advisors Inc 27 114 2,21 7 587 10,60
2025-07-31 13F Wealthfront Advisers Llc 12 435 0,41 3 480 8,65
2025-07-15 13F Mather Group, Llc. 17 829 −1,27 4 989 6,83
2025-07-24 13F M1 Capital Management LLC 1 518 0,00 425 8,16
2025-08-14 13F Glenmede Investment Management, LP 133 362 37 319
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-05 13F Carson Advisory Inc. 946 −13,13 265 −6,05
2025-07-17 13F Flywheel Private Wealth LLC 11 147 −2,77 3 119 5,19
2025-07-09 13F Dynamic Advisor Solutions LLC 20 724 2,81 5 799 11,24
2025-07-29 13F Koshinski Asset Management, Inc. 14 413 7,15 4 033 15,96
2025-08-11 13F Pineridge Advisors LLC 98 −20,97 27 −15,62
2025-08-13 13F Nicolet Advisory Services, Llc 93 164 −0,74 26 267 16,81
2025-07-15 13F Financial Partners Group, Inc 1 743 −1,86 488 6,10
2025-07-24 13F Folger Nolan Fleming Douglas Capital Management, Inc 31 679 −2,07 8 865 5,97
2025-08-06 13F Ethos Financial Group, LLC 35 910 5,35 10 050 13,93
2025-07-31 13F Jordan Park Group LLC 1 570 0,00 439 8,13
2025-08-13 13F Shepherd Financial Partners LLC 1 551 0,00 434 8,23
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-07-24 13F Financial Connections Group, Inc. 205 0,00 0
2025-04-21 13F Catalina Capital Group, LLC 0 −100,00 0
2025-07-23 13F SpringVest Wealth Management LLC 2 179 2,88 612 11,88
2025-08-05 13F Northcape Wealth Management, Llc 25 224 −1,07 7 058 7,04
2025-07-23 13F InTrack Investment Management Inc 3 553 −53,42 994 −49,59
2025-08-04 13F Beirne Wealth Consulting Services, LLC 35 743 26,56 10 041 37,46
2025-08-12 13F CFC Planning Co LLC 1 561 11,90 437 21,11
2025-04-29 13F Hm Payson & Co 4 636 −1,59 1 199 −3,70
2025-07-23 13F ETF Portfolio Partners, Inc. 1 886 0,00 528 8,21
2025-08-14 13F Mairs & Power Inc 2 238 9,81 626 18,79
2025-07-14 13F Southland Equity Partners LLC 4 583 −1,44 1 282 6,66
2025-07-17 13F Keystone Global Partners, LLC 7 060 −0,48 1 976 7,69
2025-08-12 13F North Star Asset Management Inc 1 685 −8,52 472 −1,05
2025-07-18 13F TruNorth Capital Management, LLC 1 866 0,00 522 8,30
2025-08-14 13F Hilltop Holdings Inc. 8 244 3,37 2 307 11,83
2025-08-12 13F Putnam Fl Investment Management Co 9 422 −4,02 2 637 3,86
2025-07-15 13F Financial Management Professionals, Inc. 33 747 2,96 9 480 11,83
2025-07-17 13F Smith, Salley & Associates 1 407 0,00 394 8,26
2025-08-11 13F Root Financial Partners, LLC 2 594 9,13 726 18,08
2025-07-30 13F Berkeley Capital Partners, LLC 17 093 1,16 4 783 9,48
2025-08-13 13F Edgestream Partners, L.P. 1 014 6,07 284 14,57
2025-05-02 13F Schrum Private Wealth Management LLC 0 −100,00 0
2025-08-04 13F Human Investing LLC 1 658 464
2025-07-14 13F CJM Wealth Advisers, Ltd. 4 130 −0,22 1 156 7,94
2025-07-28 13F Sterling Financial Planning, Inc. 1 906 −0,42 533 7,68
2025-08-06 13F Savant Capital, LLC 36 856 −0,56 10 313 7,60
2025-07-08 13F Arlington Trust Co LLC 238 −29,59 67 −24,14
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 195 291 2,32 54 589 11,62
2025-07-09 13F Massmutual Trust Co Fsb/adv 526 618 1,89 147 364 10,24
2025-07-30 13F Granite Harbor Advisors, Inc. 1 538 −0,71 430 7,50
2025-07-23 13F Cannon Wealth Management Services, LLC 12 068 3,45 3 377 11,16
2025-07-24 13F Game Plan Financial Advisors, LLC 23 0,00 6 20,00
2025-08-12 13F Wealthbridge Capital Management, Llc 3 675 −0,27 1 028 7,98
2025-08-12 13F Pettyjohn, Wood & White, Inc 1 873 −2,85 524 5,02
2025-07-25 13F Advocate Group Llc 11 878 3,16 3 324 11,62
2025-08-11 13F Mill Creek Capital Advisors, LLC 5 067 0,00 1 418 8,17
2025-08-13 13F Great Diamond Partners, LLC 2 473 692
2025-07-09 13F Aaron Wealth Advisors LLC 2 278 51,97 637 64,60
2025-07-21 13F Tilia Fiduciary Partners, Inc. 1 085 7,85 304 16,54
2025-07-30 13F Fairway Wealth LLC 2 781 82,12 778 97,46
2025-08-06 13F Modera Wealth Management, LLC 74 166 −1,82 20 754 6,23
2025-07-23 13F Family Legacy, Inc. 17 393 −0,77 4 867 7,37
2025-08-11 13F Atlantic Private Wealth, LLC 0 −100,00 0
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 174 0,00 49 9,09
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 2 277 −11,85 641 −4,05
2025-08-13 13F Strategic Financial Planning, Inc. 975 0,00 273 7,94
2025-08-08 13F Chandler Asset Management, Inc. 5 533 0,00 1 548 8,25
2025-07-15 13F Revisor Wealth Management LLC 3 527 −12,89 1 002 −4,30
2025-07-29 13F Riverbend Wealth Management, LLC 5 579 4,85 1 561 13,53
2025-07-28 13F Boston Trust Walden Corp 14 143 −14,10 3 958 −7,07
2025-07-09 13F OLIO Financial Planning 4 484 −15,57 1 255 −8,67
2025-08-01 13F Envestnet Asset Management Inc 3 210 842 0,87 898 461 9,14
2025-07-22 13F Rockingstone Advisors LLC 12 698 −22,76 3 553 −16,42
2025-07-24 13F MA Private Wealth 1 217 341
2025-08-07 13F Mayport, Llc 5 527 1,04 1 547 9,34
2025-07-25 13F R. W. Roge & Company, Inc. 2 686 −0,92 1
2025-08-04 13F Keybank National Association/oh 32 127 0,18 8 990 8,40
2025-07-24 13F Etesian Wealth Advisors, Inc. 5 276 −1,12 1 476 7,03
2025-07-17 13F Covenant Asset Management, LLC 3 502 0,84 980 9,02
2025-07-18 13F Consolidated Portfolio Review Corp 4 182 0,29 1 170 8,53
2025-08-14 13F First Financial Bankshares Inc 772 216
2025-08-15 13F Captrust Financial Advisors 343 668 −11,87 96 169 5,79
2025-05-01 13F Quest 10 Wealth Builders, Inc. 460 16,46 119 13,46
2025-07-23 13F Absher Wealth Management, Llc 17 0,00 5 0,00
2025-07-17 13F Mustard Seed Financial, LLC 5 620 −0,11 1 573 8,12
2025-08-07 13F Brio Consultants, LLC 6 278 −25,88 1 757 −19,82
2025-07-15 13F Bay Capital Advisors, LLC 1 231 0,74 344 8,86
2025-05-13 13F Watchman Group, Inc. 0 −100,00 0
2025-08-14 13F Prudent Investors Network 77 723 0,94 21 749 9,22
2025-08-14 13F Aberdeen Wealth Management LLC 1 455 7,38 407 16,29
2025-08-06 13F Commonwealth Equity Services, Llc 1 184 471 −3,63 331 4,42
2025-08-14 13F Marquette Associates, Inc. 19 288 0,00 5 397 8,20
2025-07-09 13F Sapient Capital Llc 6 350 6,28 1 784 15,40
2025-07-21 13F Investment Planning Advisors, Inc. 1 532 −3,10 429 4,90
2025-08-14 13F CIBC World Markets Inc. 4 086 −2,83 1 143 5,15
2025-07-21 13F Warner Financial, Inc 30 039 0,72 8 14,29
2025-08-11 13F Traub Capital Management LLC 900 252
2025-08-01 13F Biltmore Family Office, LLC 5 278 −3,65 1 483 4,66
2025-08-12 13F Lodestone Wealth Management LLC 2 070 0,00 579 8,22
2025-07-25 13F Inman Jager Wealth Management, LLC 2 201 −0,63 616 7,52
2025-07-24 13F Galvin, Gaustad & Stein, LLC 3 743 99,31 1 047 115,88
2025-08-06 13F Cm Wealth Advisors Llc 9 100 0,00 2 556 8,63
2025-08-13 13F Sonoma Private Wealth LLC 1 045 0,00 292 8,15
2025-07-17 13F LifeGuide Financial Advisors, LLC 1 364 0,00 382 8,24
2025-05-13 13F True Wealth Design, LLC 0 −100,00 0
2025-08-13 13F Grantvest Financial Group LLC 1 773 −1,01 496 7,13
2025-07-29 13F BKM Wealth Management, LLC 18 989 9,62 5 314 18,59
2025-07-25 13F Northwest Capital Management Inc 13 243 −16,19 3 706 −9,32
2025-08-08 13F Empower Advisory Group, LLC 7 560 12,70 2 116 21,97
2025-08-08 13F Truepoint, Inc. 5 479 −0,02 1 533 8,19
2025-07-31 13F Moment Partners, LLC 2 076 −9,15 581 −1,69
2025-07-23 13F Optas, LLC 27 623 −53,28 7 731 −49,46
2025-08-05 13F Connable Office Inc 0 −100,00 0
2025-07-09 13F Riversedge Advisors, Llc 884 247
2025-07-24 13F Invictus Private Wealth, Llc 398 534 3,77 111 522 12,28
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 217 −2,25 61 5,26
2025-08-07 13F Alpha Financial Advisors, LLC 1 122 314
2025-08-07 13F Pcg Asset Management, Llc 1 083 1,59 303 10,18
2025-07-10 13F Anderson Hoagland & Co 40 108 −0,89 11 223 21,36
2025-08-11 13F PAX Financial Group, LLC 18 940 −4,71 5 300 3,09
2025-08-25 13F Silverlake Wealth Management Llc 1 361 0,96 381 9,20
2025-04-25 13F Almanack Investment Partners, LLC. 0 −100,00 0 −100,00
2025-08-06 13F Wedbush Securities Inc 14 571 3,82 4 33,33
2025-07-17 13F LexAurum Advisors, LLC 9 611 18,45 2 690 28,17
2025-07-16 13F Essex Financial Services, Inc. 25 153 2,92 7 039 11,36
2025-07-15 13F Traction Financial Partners, LLC 4 051 31,70 1 134 42,52
2025-07-25 13F Hazlett, Burt & Watson, Inc. 291 78,53 0
2025-07-22 13F Global Strategic Investment Solutions, LLC 2 124 0,00 594 8,20
2025-05-07 13F David R. Rahn & Associates Inc. 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 47 820 −22,66 13 445 −15,92
2025-08-12 13F GDS Wealth Management 1 745 −20,57 488 −14,08
2025-07-08 13F Rise Advisors, LLC 661 0,00 185 8,24
2025-07-24 13F Strengthening Families & Communities, LLC 871 5,70 225 13,07
2025-08-14 13F Staley Capital Advisers Inc 48 325 −0,07 13 523 8,12
2025-08-05 13F American Institute for Advanced Investment Management, LLP 2 668 0,00 747 8,27
2025-08-14 13F RMB Capital Management, LLC 36 037 35,48 10 123 47,14
2025-07-29 13F Liberty Square Wealth Partners Llc 4 078 0,00 1 141 8,25
2025-07-16 13F Maridea Wealth Management LLC 962 0,00 269 8,47
2025-05-12 13F Sandy Spring Bank 6 841 5,77 1 769 3,57
2025-08-13 13F Financial Freedom, LLC 10 482 −3,78 2 933 4,12
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 928 260
2025-08-08 13F TD Capital Management LLC 33 293 −1,33 9 316 6,76
2025-08-08 13F Sittner & Nelson, Llc 829 4,67 232 13,24
2025-07-17 13F New Covenant Trust Company, N.A. 7 591 0,00 2 118 8,56
2025-07-21 13F Whelan Financial 47 293 −0,31 13 234 7,87
2025-08-14 13F Private Capital Management, LLC 969 0,00 271 8,40
2025-07-18 13F Midwest Financial Group LLC 1 010 9,78 283 18,99
2025-08-19 13F Advisory Services Network, LLC 36 143 20,93 10 337 33,73
2025-07-24 13F Stonebridge Financial Group, LLC 1 886 0,00 528 8,21
2025-08-14 13F Main Street Financial Solutions, LLC 16 190 51,76 4 530 64,19
2025-07-21 13F DMKC Advisory Services, LLC 2 693 763
2025-05-15 13F Glenmede Trust Co Na 119 789 −0,91 30 980 −2,98
2025-08-14 13F Royal Bank Of Canada 1 565 465 1,62 438 064 9,96
2025-08-08 13F Compass Financial Services Inc 770 22,81 215 32,72
2025-07-17 13F Refined Wealth Management 13 285 2,19 3 717 10,59
2025-08-08 13F Security Financial Services, INC. 6 609 7,22 1 849 16,00
2025-07-24 13F West Bancorporation Inc 9 761 −0,71 2 731 7,44
2025-07-01 13F Private Client Services, Llc 16 288 39,78 4 558 51,24
2025-08-14 13F Gotham Asset Management, LLC 7 857 0,00 2 199 8,22
2025-07-11 13F Caldwell Securities, Inc 1 385 0,73 387 9,01
2025-08-08 13F/A Sterling Capital Management LLC 240 0,00 67 8,06
2025-07-10 13F Fulton Bank, N.a. 3 898 23,94 1 091 34,07
2025-07-23 13F TPG Financial Advisors, LLC 15 942 2,03 4 461 10,39
2025-08-13 13F ASB Consultores, LLC 47 373 13 256
2025-08-08 13F Larson Financial Group LLC 254 419 −16,80 71 194 −9,97
2025-08-01 13F Winebrenner Capital Management Llc 2 079 −0,10 582 7,99
2025-08-04 13F Spire Wealth Management 5 803 −4,34 1 624 3,51
2025-08-11 13F Platform Technology Partners 4 027 2,08 1 127 10,39
2025-07-31 13F CNB Bank 118 0,00 33 10,00
2025-07-25 13F Concurrent Investment Advisors, LLC 55 852 16,55 15 629 26,10
2025-07-29 13F International Assets Investment Management, Llc 3 472 −2,91 971 5,09
2025-08-05 13F Bank of New York Mellon Corp 1 039 154 −1,07 290 786 7,04
2025-07-22 13F Rocky Mountain Advisers, Llc 245 0,00 69 7,94
2025-08-05 13F Meridian Management Co 21 367 −46,23 6 111 −40,55
2025-08-07 13F Bearing Point Capital, Llc 18 521 7,40 5 183 16,21
2025-07-09 13F First Bank & Trust 1 895 −1,76 530 6,43
2025-08-11 13F Edgemoor Investment Advisors, Inc. 1 090 0,00 305 8,54
2025-07-24 13F Wealthstar Advisors, Llc 736 206
2025-08-08 13F SBI Securities Co., Ltd. 475 0,00 133 8,20
2025-04-28 13F Pinnacle Financial Partners Inc 74 573 9,87 19 296 7,63
2025-07-15 13F Centerline Wealth Advisors, LLC 40 883 −15,23 11 440 −8,27
2025-07-28 13F Fairman Group, LLC 1 049 −15,74 295 −10,09
2025-07-25 13F Meritage Portfolio Management 1 367 60,26 383 73,64
2025-08-08 13F Avalon Trust Co 11 −91,73 3 −91,18
2025-08-14 13F AllSquare Wealth Management LLC 110 0,00 31 7,14
2025-08-11 13F WPG Advisers, LLC 18 0,00 5 25,00
2025-09-03 13F American Trust 119 255 33 371
2025-07-31 13F Washington Trust Advisors, Inc. 1 311 11,01 367 20,00
2025-07-14 13F Signature Securities Group Corporation 8 127 −10,95 2 283 −3,31
2025-07-17 13F SC&H Financial Advisors, Inc. 3 255 −0,79 911 7,31
2025-08-12 13F Founders Financial Alliance, LLC 2 551 −6,28 714 1,28
2025-07-21 13F Family CFO Inc 469 0,00 131 8,26
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-13 13F Victory Financial Group, Llc 6 148 −16,21 1 720 −9,33
2025-07-29 13F Elevation Capital Advisory, LLC 0 −100,00 0
2025-08-08 13F Condor Capital Management 85 956 −0,06 24 053 8,14
2025-07-24 13F Ronald Blue Trust, Inc. 4 209 40,02 1 178 51,48
2025-08-11 13F Wescott Financial Advisory Group, LLC 21 542 −0,31 6 028 7,87
2025-07-11 13F Busey Wealth Management 2 349 23,05 657 33,27
2025-07-09 13F Fiduciary Alliance LLC 16 669 426,67 4 665 470,17
2025-07-24 13F Von Berge Wealth Management Group, LLC 63 667 1,54 18 204 14,27
2025-08-01 13F Solstein Capital, LLC 592 10,24 166 19,57
2025-07-16 13F Signature Resources Capital Management, LLC 141 −4,08 39 2,63
2025-08-01 13F Koss-Olinger Consulting, LLC 4 091 −10,46 1 145 −3,21
2025-07-15 13F RTD Financial Advisors, Inc. 66 348 314,88 18 566 349,00
2025-08-04 13F AlphaStar Capital Management, LLC 2 875 804
2025-04-11 13F Davis Capital Management 53 0,00 14 0,00
2025-07-24 13F NavPoint Financial, Inc. 762 213
2025-07-24 13F Leo Wealth, LLC 831 233
2025-08-13 13F Safe Harbor Fiduciary, LLC 0 −100,00 0
2025-08-05 13F Optivise Advisory Services LLC 2 718 2,26 761 10,63
2025-08-14 13F Operose Advisors LLC 44 154 170,49 12 356 192,70
2025-08-14 13F Manufacturers Life Insurance Company, The 253 324 −7,40 70 886 0,20
2025-07-09 13F Inspirion Wealth Advisors, Llc 7 783 47,32 2 178 59,37
2025-07-21 13F Ntv Asset Management Llc 3 299 1,29 923 9,62
2025-08-12 13F Waterloo Capital, L.P. 1 855 −14,00 519 −7,00
2025-07-17 13F Saxon Interests, Inc. 1 822 0,00 471 0,00
2025-08-15 13F Earnest Partners Llc 0 −100,00 0
2025-07-22 13F Brown Miller Wealth Management, LLC 6 307 −9,03 1 765 −1,62
2025-07-30 13F Brookstone Capital Management 12 773 −19,94 3 574 −13,38
2025-08-08 13F Wall Street Access Asset Management, LLC 6 637 3,08 1 857 11,53
2025-07-29 13F RWQ Financial Management Services, Inc. 0 −100,00 0
2025-07-17 13F Peoples Financial Services Corp. 4 276 4,22 1 196 12,72
2025-07-31 13F CVA Family Office, LLC 339 0,00 95 8,05
2025-08-08 13F Advyzon Investment Management, LLC 36 998 3,20 10 353 11,66
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 36 898 3,02 10 325 11,48
2025-07-22 13F D.B. Root & Company, LLC 39 680 44,21 11 104 56,03
2025-08-07 13F LOM Asset Management Ltd 8 292 2
2025-07-15 13F James J. Burns & Company, LLC 47 629 2,48 13 328 10,89
2025-07-29 13F Crux Wealth Advisors 6 465 −27,03 1 809 −21,04
2025-07-23 13F Dohj, Llc 3 516 −1,15 877 −4,68
2025-07-21 13F Vaughan Nelson Investment Management, L.p. 80 0,00 22
2025-07-30 13F Journey Advisory Group, LLC 4 388 −7,17 1 228 0,49
2025-08-14 13F Ausdal Financial Partners, Inc. 23 164 −0,29 6 482 7,87
2025-07-16 13F Legend Financial Advisors, Inc. 29 282 −10,98 8 194 −3,68
2025-08-14 13F Williams Jones Wealth Management, LLC. 6 148 −6,99 1 720 0,64
2025-08-04 13F Pinnacle Associates Ltd 48 261 −2,99 13 505 4,97
2025-07-14 13F Ridgewood Investments LLC 11 193 8,18 3 132 17,04
2025-07-31 13F Orion Capital Management LLC 143 0,00 40 11,11
2025-07-31 13F Opus Capital Group, LLC 1 603 11,86 0
2025-08-07 13F Prudent Man Investment Management, Inc. 10 0,00 3 0,00
2025-07-11 13F Williams Financial, LLC 0 −100,00 0
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 220 0,00 62 8,93
2025-08-14 13F Headinvest, Llc 29 284 −8,22 8 194 −0,69
2025-08-14 13F Envision Financial Planning, LLC 3 982 372,36 1 114 413,36
2025-07-17 13F Greenbush Financial Group, LLC 29 411 −6,84 8 230 0,81
2025-07-14 13F Sound Stewardship, LLC 818 0,00 229 8,06
2025-08-04 13F Daymark Wealth Partners, Llc 34 480 −1,33 9 648 6,76
2025-08-14 13F Redwood Financial Network Corp 1 930 −0,77 540 7,36
2025-07-29 13F Aire Advisors, Llc 4 026 0,00 1 126 8,17
2025-08-14 13F Cardiff Park Advisors, Llc 523 0,00 146 8,15
2025-07-24 13F Antonelli Financial Advisors, LLC 3 499 −67,59 979 −64,92
2025-07-16 13F St Germain D J Co Inc 92 870 −0,57 25 988 7,58
2025-08-07 13F Delta Financial Advisors Llc 4 058 −0,98 1 135 7,18
2025-07-29 13F SilverOak Wealth Management LLC 223 290 8,61 62 483 17,52
2025-07-28 13F Mutual Advisors, LLC 22 894 24,03 6 634 41,66
2025-07-29 13F Interactive Financial Advisors 7 219 −14,35 2 020 −7,30
2025-07-23 13F Columbus Macro, LLC 9 332 0,00 2 611 8,21
2025-07-24 13F Blair William & Co/il 124 683 8,16 34 890 17,03
2025-07-09 13F Fjell Capital, LLC 14 868 −0,18 4 160 8,00
2025-07-17 13F Tritonpoint Wealth, Llc 8 285 13,46 2 327 23,25
2025-07-18 13F O'ROURKE & COMPANY, Inc 3 173 −4,14 888 3,62
2025-08-07 13F Commerce Bank 48 305 5,06 13 517 13,67
2025-07-21 13F Tower View Investment Management & Research LLC 1 428 0,00 400 8,13
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 1 548 26,06 0
2025-08-06 13F Summit Wealth Group, LLC 1 106 0
2025-08-07 13F LFA - Lugano Financial Advisors SA 800 0,00 224 8,25
2025-08-14 13F UBS Group AG 5 675 783 0,92 1 588 254 9,20
2025-08-06 13F Texas Yale Capital Corp. 38 728 4,53 10 837 13,11
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0 −100,00
2025-07-17 13F Astoria Strategic Wealth, Inc. 934 −0,43 261 7,85
2025-07-22 13F My Personal CFO, LLC 13 935 −1,09 3 899 7,03
2025-08-14 13F Trace Wealth Advisors, LLC 1 299 0,00 363 8,36
2025-07-23 13F Magnolia Capital Management Ltd 1 950 0,00 1
2025-08-01 13F Motco 240 0,00 69 9,68
2025-07-08 13F Ehrlich Financial Group 1 503 −27,32 421 −21,35
2025-08-11 13F Pinnacle Financial Group, LLC / IL 16 222 −0,48 4 541 7,71
2025-08-19 13F Cape Investment Advisory, Inc. 1 416 0,35 396 8,49
2025-07-07 13F Park Edge Advisors, LLC 2 452 2,00 686 10,47
2025-08-14 13F FC Advisory LLC 2 004 −0,94 561 7,07
2025-07-22 13F Financial Insights, Inc. 10 682 −11,48 2 989 −4,23
2025-07-22 13F Merit Financial Group, LLC 197 035 27,99 55 136 38,49
2025-08-04 13F WNY Asset Management, LLC 1 088 −45,55 304 −41,09
2025-08-07 13F Latko Wealth Management, Ltd. 21 841 3,73 6 20,00
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 3 638 −1,62 1 018 6,49
2025-07-09 13F Hummer Financial Advisory Services Inc 2 299 27,79 646 38,71
2025-08-27 13F Tribridge Partners Financial LLC 43 665 12
2025-07-10 13F Affiance Financial, LLC 8 008 5,81 2 241 14,46
2025-07-22 13F DAVENPORT & Co LLC 154 367 599,57 43 197 657,03
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 −100,00 0
2025-07-25 13F Evolution Advisers, Inc. 1 415 0,00 0
2025-07-31 13F Northstar Asset Management Llc 57 809 −0,73 16 177 7,41
2025-08-12 13F Richmond Investment Services, LLC 13 082 84,64 3 661 99,84
2025-08-08 13F Horizon Family Wealth, Inc. 29 473 −1,34 8 247 6,76
2025-07-30 13F Red Crane Wealth Management, Llc 15 081 6,30 4 220 15,02
2025-07-31 13F Cadinha & Co Llc 1 352 16,35 378 26,00
2025-07-30 13F Blume Capital Management, Inc. 139 0,00 39 8,57
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