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

Vanguard Index Funds - Vanguard Mid-Cap Value ETF
US ˙ ARCA ˙ US9229085124

Grundläggande statistik
Institutionella ägare 1127 total, 1124 long only, 1 short only, 2 long/short - change of 2,26% MRQ
Genomsnittlig portföljallokering 0.4560 % - change of −9,26% MRQ
Institutionella aktier (lång) 66 964 295 (ex 13D/G) - change of 0,14MM shares 0,21% MRQ
Institutionellt värde (lång) $ 9 863 099 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) har 1127 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 66,964,295 aktier. Största aktieägare inkluderar Morgan Stanley, Assetmark, Inc, Betterment LLC, Bank Of America Corp /de/, Royal Bank Of Canada, Wells Fargo & Company/mn, Jones Financial Companies Lllp, EP Wealth Advisors, Inc., Tiaa Trust, National Association, and Pnc Financial Services Group, Inc. .

Vanguard Index Funds - Vanguard Mid-Cap Value ETF (ARCA:VOE) 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 19, 2025 is 172,69 / share. Previously, on September 19, 2024, the share price was 167,02 / share. This represents an increase of 3,39% over that period.

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

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

Uppdateringsfrekvens: Dagligen

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

AI+ Ask Fintel’s AI assistant about Vanguard Index Funds - Vanguard Mid-Cap Value ETF.
Thinking of good questions…
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.

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

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-23 13F Clear Creek Financial Management, LLC 8 471 −10,48 1 393 −8,29
2025-07-30 13F Whittier Trust Co Of Nevada Inc 6 451 0,00 1 061 2,42
2025-08-12 13F Atlas Capital Advisors Llc 39 113 −39,89 6 433 −38,42
2025-07-24 13F Trust Co Of Toledo Na /oh/ 357 59
2025-08-08 13F Wealth Alliance 14 679 7,27 2 414 9,93
2025-08-08 13F Pnc Financial Services Group, Inc. 1 463 683 −6,12 240 717 −3,83
2025-08-12 13F JMG Financial Group, Ltd. 60 337 0,05 9 923 2,50
2025-08-14 13F Horizon Investments, LLC 2 876 31,26 473 34,47
2025-07-16 13F Brown, Lisle/cummings, Inc. 1 200 1,27 197 3,68
2025-08-07 13F Panoramic Investment Advisors, Llc 1 435 0,00 236 2,17
2025-07-31 13F Richards, Merrill & Peterson, Inc. 3 008 0,00 495 2,49
2025-08-07 13F Zions Bancorporation, National Association /ut/ 3 534 0,00 581 2,47
2025-07-23 13F Kingswood Wealth Advisors, Llc 5 733 4,85 943 7,41
2025-08-11 13F Brown Brothers Harriman & Co 2 042 0,00 336 2,45
2025-07-03 13F Fiduciary Financial Group, Llc 3 057 3,59 509 17,01
2025-08-06 13F Grey Fox Wealth Advisors, LLC 1 768 −5,35 292 −2,34
2025-08-14 13F CoreCap Advisors, LLC 1 283 −24,84 211 −22,99
2025-07-29 13F Ballast, Inc. 3 201 526
2025-07-25 13F Presilium Private Wealth, Llc 135 986 7,61 22 364 10,24
2025-08-14 13F Avant Capital LLC 18 073 −0,09 2 972 2,34
2025-07-09 13F Christopher J. Hasenberg, Inc 0 −100,00 0
2025-08-01 13F Clark Asset Management, LLC 2 222 43,17 365 46,59
2025-08-13 13F Congress Wealth Management LLC / DE / 8 927 15,31 1 468 18,01
2025-08-13 13F Crescent Grove Advisors, LLC 1 263 0,00 209 2,97
2025-08-01 13F Rossby Financial, LCC 465 −0,64 76 5,56
2025-08-13 13F Legacy Capital Wealth Partners, LLC 3 483 −1,33 573 1,06
2025-08-14 13F Wellington Management Group Llp 11 112 0,00 1 827 2,47
2025-08-14 13F Keystone Financial Services, LLC 25 254 3,15 4 153 5,67
2025-07-15 13F Fifth Third Bancorp 88 250 −1,78 14 514 0,62
2025-07-15 13F North Star Investment Management Corp. 5 061 0,00 832 2,46
2025-07-17 13F Fiduciary Advisors, Inc. 357 0,00 59 1,75
2025-07-23 13F Sachetta, LLC 1 177 0,00 194 2,66
2025-07-25 13F NorthRock Partners, LLC 2 706 0,00 447 3,00
2025-07-28 13F Sagace Wealth Management LLC 12 095 −2,15 1 989 0,25
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 136 23
2025-07-21 13F Future Financial Wealth Managment LLC 100 0,00 16 0,00
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 1 616 0,06 266 2,32
2025-08-14 13F Clarity Capital Advisors, LLC 2 389 48,66 393 52,53
2025-08-15 13F/A Florida Financial Advisors, Llc 1 248 205
2025-07-31 13F Curio Wealth, Llc 1 324 18 814,29 218 −32,19
2025-07-14 13F Ridgewood Investments LLC 37 0,00 6 20,00
2025-08-07 13F BOK Financial Private Wealth, Inc. 1 419 0,00 235 3,08
2025-08-13 13F SageView Advisory Group, LLC 10 203 −25,98 1 729 −21,92
2025-07-23 13F Proffitt & Goodson Inc 1 323 0,00 218 2,36
2025-07-24 13F JNBA Financial Advisors 25 329 −0,15 4 166 2,28
2025-08-08 13F Collaborative Wealth Managment Inc. 3 672 −5,48 604 −3,21
2025-07-15 13F Patriot Investment Management Inc. 8 412 0,00 1 383 2,44
2025-07-31 13F Moloney Securities Asset Management, LLC 1 816 0,00 299 2,41
2025-07-25 13F Fifth Third Wealth Advisors LLC 2 268 373
2025-08-11 13F Greykasell Wealth Strategies, Inc. 919 0,00 151 2,72
2025-07-02 13F Central Pacific Bank - Trust Division 18 0,00 3 0,00
2025-08-19 13F National Asset Management, Inc. 25 546 395,56 4 201 404,32
2025-08-01 13F Redmond Asset Management, LLC 1 339 −0,15 220 2,33
2025-08-04 13F Center for Financial Planning, Inc. 736 0,00 121 2,54
2025-08-15 13F WealthCollab, LLC 4 0,00 1
2025-07-21 13F DHJJ Financial Advisors, Ltd. 33 0,00 5 0,00
2025-07-30 13F Klingman & Associates, LLC 2 265 −2,24 373 0,27
2025-08-14 13F Evergreen Capital Management Llc 3 450 −4,83 570 −2,06
2025-08-04 13F Integrity Alliance, Llc. 24 374 −1,88 4 009 0,50
2025-08-12 13F Clark Financial Services Group Inc /bd 11 530 −3,13 1 896 −0,73
2025-08-05 13F GHP Investment Advisors, Inc. 5 346 −0,21 879 2,21
2025-08-12 13F Archer Investment Corp 2 319 0,78 381 3,25
2025-08-14 13F Pingora Partners LLC 78 0,00 13 0,00
2025-05-02 13F Capital A Wealth Management, LLC 19 3
2025-08-12 13F Bokf, Na 68 535 8,52 11 271 11,16
2025-08-13 13F Continuum Advisory, LLC 2 541 −29,55 418 −27,98
2025-07-15 13F Td Private Client Wealth Llc 4 260 9,15 701 11,82
2025-07-15 13F McAdam, LLC 309 883 4,91 50 963 7,47
2025-07-18 13F Institute for Wealth Management, LLC. 24 176 44,18 3 976 47,75
2025-08-11 13F Berkeley, Inc 5 048 −3,54 830 −1,19
2025-07-17 13F Crane Advisory, LLC 2 213 56,73 370 74,88
2025-08-05 13F Bank Of Montreal /can/ 135 259 4,48 22 245 7,02
2025-07-30 13F Pittenger & Anderson Inc 42 524 0,00 6 993 2,45
2025-07-28 13F Harbour Investments, Inc. 35 246 6,56 5 797 9,15
2025-08-07 13F Kestra Private Wealth Services, Llc 76 488 19,95 12 579 22,89
2025-08-06 13F Round Rock Advisors, LLC 1 498 −33,51 246 −31,86
2025-07-09 13F Breakwater Investment Management 135 0,00 22 4,76
2025-04-22 13F Veridan Wealth LLC 20 575 5,43 3 303 2,58
2025-08-06 13F Strategic Financial Partners, Ltd. 4 304 −2,80 708 −0,42
2025-08-07 13F Northwest Bancshares, Inc. 2 573 −0,50 423 1,93
2025-07-15 13F Marquette Asset Management, LLC 219 0,00 36 2,86
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 2 354 41,47 387 44,94
2025-07-25 13F Pathway Financial Advisors LLC 11 864 0,00 1 951 2,47
2025-07-09 13F Krilogy Financial LLC 234 094 4,86 38 499 7,43
2025-08-05 13F Simplex Trading, Llc 528 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 10 698 −25,12 1 759 −23,29
2025-07-24 13F Lmcg Investments, Llc 90 344 −3,88 14 858 −1,54
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 4 007 −15,84 659 −13,74
2025-08-13 13F Kilter Group LLC 6 1
2025-07-31 13F Topsail Wealth Management, LLC 2 0,00 0
2025-08-13 13F Russell Investments Group, Ltd. 4 261 76,59 701 80,88
2025-08-13 13F Sepio Capital, LP 67 945 −45,86 11 174 −44,54
2025-07-15 13F Family Investment Center, Inc. 2 163 0,09 357 3,18
2025-08-07 13F Parkside Financial Bank & Trust 3 151 −19,92 518 −17,91
2025-07-16 13F Register Financial Advisors LLC 9 0,00 1 0,00
2025-08-08 13F Tortoise Investment Management, LLC 455 0,00 75 1,37
2025-07-22 13F MAS Advisors LLC 2 032 5,07 334 7,74
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-08-11 13F CBIZ Investment Advisory Services, LLC 16 027 0,00 2 636 2,45
2025-07-14 13F Sowell Financial Services LLC 6 481 −0,41 1 066 2,01
2025-04-22 13F Perfromance Wealth Partners, LLC 0 −100,00 0
2025-07-29 13F Lutz Financial Services LLC 90 638 26,26 14 906 29,35
2025-08-06 13F DDFG, Inc 6 006 −0,12 988 2,28
2025-08-01 13F Ashton Thomas Private Wealth, LLC 24 733 −54,82 4 089 −53,49
2025-09-12 13F/A Valeo Financial Advisors, LLC 1 225 −43,05 201 −41,74
2025-07-31 13F Kornitzer Capital Management Inc /ks 1 556 0,00 256 2,41
2025-07-02 13F Dentgroup LLC 7 233 −2,90 1 190 −0,50
2025-08-04 13F HBK Sorce Advisory LLC 16 946 −5,10 2 787 −2,79
2025-07-28 13F RFG Advisory, LLC 2 891 −6,01 475 −3,65
2025-07-29 13F Salomon & Ludwin, LLC 763 −2,55 127 1,60
2025-07-22 13F Net Worth Advisory Group 10 767 247,88 1 771 256,85
2025-08-11 13F Empowered Funds, LLC 69 236 964,84 11 387 991,66
2025-07-23 13F Integris Wealth Management, LLC 1 500 0,00 247 2,50
2025-08-05 13F Tme Financial, Inc. 2 801 −16,61 461 −14,66
2025-07-29 13F Roof Eidam & Maycock/adv 9 750 0,62 1 603 3,09
2025-05-12 13F Mainsail Asset Management, Llc 0 −100,00 0 −100,00
2025-07-08 13F First International Bank & Trust 0 −100,00 0
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 21 182 −1,99 4 0,00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 201 591 22,16 33 154 25,14
2025-07-03 13F Lam Group, Inc. 5 275 0,00 868 2,48
2025-07-31 13F Washington Trust Advisors, Inc. 15 244 2,00 2 507 4,50
2025-08-11 13F Elite Financial, Inc. 7 426 10,94 1 0,00
2025-07-14 13F AdvisorNet Financial, Inc 7 977 0,43 1 312 2,82
2025-08-14 13F Clarity Asset Management, Inc. 116 19
2025-07-15 13F Evanson Asset Management, LLC 2 482 0,00 408 2,51
2025-07-10 13F Exchange Traded Concepts, Llc 4 570 8,81 752 11,42
2025-08-01 13F Pasadena Private Wealth, LLC 4 077 0,74 671 3,24
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-11 13F Estate Counselors, LLC 0 −100,00 0
2025-07-25 13F Cwm, Llc 123 581 91,71 20 100,00
2025-08-14 13F Toroso Investments, LLC 7 851 1 291
2025-07-14 13F Farmers & Merchants Investments Inc 5 109 −1,07 840 1,33
2025-07-30 13F SkyOak Wealth, LLC 1 786 0,00 294 2,45
2025-08-14 13F Goldman Sachs Group Inc 28 283 16,33 4 651 19,16
2025-05-06 13F Next Capital Management LLC 0 −100,00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 5 291 14,20 874 17,50
2025-07-31 13F Cornerstone Management, Inc. 0 −100,00 0
2025-07-16 13F Octavia Wealth Advisors, LLC 2 801 −13,07 463 −10,44
2025-07-22 13F SOL Capital Management CO 31 083 −1,82 5 0,00
2025-08-13 13F Providence Capital Advisors, LLC 85 14
2025-07-11 13F Eagle Bay Advisors LLC 2 503 0,00 414 2,99
2025-07-30 13F Smith Thornton Advisors LLC 2 298 0,00 378 2,45
2025-07-17 13F Coastline Trust Co 1 460 0,00 240 2,56
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 2 250 370
2025-08-11 13F First American Trust, Fsb 111 470 348,66 18 332 359,68
2025-08-13 13F Summit Financial, LLC 227 073 27,83 37 541 31,64
2025-08-13 13F Parkworth Wealth Management, Inc. 472 0,00 78 2,67
2025-08-14 13F C M Bidwell & Associates Ltd 3 403 −6,33 560 −4,12
2025-07-30 13F Advantage Trust Co 1 225 0,00 201 2,55
2025-07-16 13F Beaumont Financial Advisors, LLC 2 424 0,00 399 2,31
2025-04-29 13F Pacific Life Fund Advisors LLC 0 −100,00 0
2025-08-14 13F Mml Investors Services, Llc 243 771 −0,59 40 2,56
2025-08-05 13F Dunhill Financial, LLC 33 0,00 5 0,00
2025-07-14 13F Park Avenue Securities Llc 60 953 −4,04 10 0,00
2025-07-24 13F Costello Asset Management, INC 21 3
2025-07-29 13F BKD Wealth Advisors, LLC 3 859 0,86 635 3,26
2025-08-12 13F Twin Focus Capital Partners, Llc 37 494 0,32 6 166 2,78
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-18 13F Pure Financial Advisors, Inc. 31 276 −3,41 5 144 −1,06
2025-07-25 13F Concord Wealth Partners 1 316 −14,16 216 −12,20
2025-07-21 13F Hilltop National Bank 38 524 15,07 6 336 16,97
2025-08-12 13F MAI Capital Management 57 534 0,41 9 462 2,86
2025-08-11 13F Guidance Point Advisors, LLC 6 213 0,00 1 022 2,41
2025-07-14 13F S.A. Mason LLC 3 444 −1,06 566 1,43
2025-08-06 13F Csenge Advisory Group 10 270 −4,17 1 658 2,22
2025-08-11 13F Foundation Wealth Management, LLC\PA 1 592 0,00 262 2,35
2025-07-30 13F Clune & Associates, Ltd. 1 925 24,43 317 27,42
2025-08-13 13F Rsm Us Wealth Management Llc 24 368 5,33 4 028 8,48
2025-05-09 13F Briaud Financial Planning, Inc 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 7 422 −94,23 1 222 −94,09
2025-08-11 13F Bradley Foster & Sargent Inc/ct 1 278 −36,61 210 −34,98
2025-07-25 13F Index Fund Advisors, Inc. 11 520 0,00 1 895 2,43
2025-08-05 13F Integrity Financial Corp /WA 50 −41,18 8 −38,46
2025-08-08 13F Avantax Advisory Services, Inc. 35 634 4,05 5 860 6,60
2025-07-28 13F BRYN MAWR TRUST Co 171 565 13,54 28 216 16,31
2025-08-14 13F Prestige Wealth Management Group LLC 160 0,00 26 4,00
2025-07-30 13F Principle Wealth Partners Llc 4 126 679
2025-08-14 13F Summit Trail Advisors, Llc 5 966 986
2025-08-05 13F Snider Financial Group 2 228 0,00 366 2,52
2025-07-17 13F DiNuzzo Private Wealth, Inc. 425 0,00 70 1,47
2025-07-23 13F Center For Asset Management LLC 14 581 26,97 2 353 27,62
2025-08-06 13F North Capital, Inc. 2 195 0,00 361 2,27
2025-08-15 13F Cooksen Wealth, LLC 17 092 −4,13 2 811 1,12
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-07-28 13F Frazier Financial Advisors, LLC 570 0,00 94 2,20
2025-07-29 13F Spreng Capital Management, Inc. 4 915 0,14 808 2,67
2025-07-15 13F Legacy Financial Group LLC 4 890 5,30 804 7,92
2025-07-30 13F Exencial Wealth Advisors, Llc 49 870 −3,71 8 202 −1,36
2025-07-08 13F Zrc Wealth Management, Llc 2 521 −14,43 415 −12,29
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 1 321 217
2025-07-16 13F Paragon Capital Management Ltd 2 692 56,24 443 60,14
2025-08-06 13F Legacy Bridge, LLC 1 925 0,00 317 2,27
2025-07-14 13F Brady Martz Wealth Solutions, LLC 21 063 −2,57 3 464 −0,17
2025-07-29 13F Ifrah Financial Services, Inc. 21 657 −1,15 3 562 1,25
2025-08-15 13F CI Private Wealth, LLC 30 822 82,01 5 069 86,50
2025-07-30 13F Evermay Wealth Management Llc 473 −11,42 78 −9,41
2025-08-12 13F Long Island Wealth Management, Inc. 1 854 305
2025-07-21 13F Kennebec Savings Bank 67 0,00 11 10,00
2025-07-18 13F Founders Capital Management 246 0,00 40 2,56
2025-08-13 13F Colonial Trust Advisors 1 228 0,00 202 2,03
2025-07-02 13F Waller Financial Planning Group, Inc 2 875 4,36 473 6,79
2025-08-04 13F Arkadios Wealth Advisors 4 266 22,48 702 25,40
2025-07-07 13F Lwm Advisors Inc 1 896 0,00 312 3,32
2025-07-15 13F Optima Capital Llc 1 347 0,00 222 2,31
2025-07-25 13F G2 Capital Management, Llc / Oh 2 792 −12,23 459 −10,00
2025-08-12 13F New Republic Capital, LLC 860 −28,93 142 −26,80
2025-07-14 13F Opal Wealth Advisors, LLC 910 13,89 150 16,41
2025-07-29 13F May Barnhard Investments LLC 35 970 1,30 5 916 3,77
2025-08-13 13F Transce3nd, LLC 0 −100,00 0
2025-07-16 13F West Branch Capital LLC 194 0,00 32 0,00
2025-04-10 13F Garrett Investment Advisors LLC 0 −100,00 0
2025-07-31 13F Wright Fund Managment, LLC 4 200 0,00 674 0,00
2025-07-21 13F Fortis Capital Advisors, LLC 5 391 −40,52 887 −39,06
2025-07-16 13F St Germain D J Co Inc 719 0,56 118 3,51
2025-07-25 13F waypoint wealth counsel 2 005 0,00 330 2,49
2025-07-30 13F Insight Advisors, LLC/ PA 9 985 −0,50 1 642 1,92
2025-08-08 13F Emerald Investment Partners, Llc 18 466 −5,89 3 037 −3,56
2025-07-30 13F Bogart Wealth, LLC 1 302 −2,76 214 0,00
2025-08-01 13F Planning Directions Inc 8 016 −37,82 1 318 −36,30
2025-07-11 13F Essex Savings Bank 2 665 0,00 438 2,58
2025-08-12 13F Horizon Financial Services, Llc 602 −13,13 99 −10,81
2025-07-30 13F Black Diamond Financial, LLC 21 664 −10,73 3 563 −8,55
2025-07-29 13F Stephens Inc /ar/ 117 557 −0,49 19 333 1,94
2025-08-14 13F Headlands Technologies LLC 0 −100,00 0 −100,00
2025-07-28 13F Wealthspan Partners, Llc 1 648 −15,36 271 −13,14
2025-07-10 13F Tompkins Financial Corp 200 0,00 33 0,00
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 51 −50,49 8 −50,00
2025-08-01 13F Bessemer Group Inc 1 925 0,00 0
2025-07-30 13F Cornerstone Advisory, LLC 1 361 0,00 224 4,69
2025-07-16 13F Falcon Wealth Planning 143 637 −2,36 23 622 0,02
2025-07-23 13F BankPlus Trust Department 71 0,00 12 0,00
2025-07-23 13F Tyche Wealth Partners LLC 2 420 0,00 398 2,32
2025-08-14 13F Ameriprise Financial Inc 984 816 6,08 161 839 8,56
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 109 0,00 18 0,00
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 1 599 0,76 263 3,54
2025-08-14 13F Hurley Capital, LLC 219 0,00 36 2,86
2025-08-11 13F Private Advisor Group, LLC 275 680 3,53 45 338 6,06
2025-08-13 13F Northwest & Ethical Investments L.P. 4 500 740
2025-08-14 13F Qube Research & Technologies Ltd 2 239 51,39 368 55,27
2025-07-03 13F Arvest Investments, Inc. 105 243 0,50 17 308 2,96
2025-07-31 13F BIP Wealth, LLC 1 796 −26,96 295 −25,13
2025-05-15 13F/A Orion Portfolio Solutions, LLC 10 240 10,58 1 644 9,82
2025-07-15 13F Alpha Omega Wealth Management LLC 45 610 3,69 7 501 6,23
2025-07-07 13F Roxbury Financial LLC 165 0,00 27 0,00
2025-08-04 13F Mesirow Financial Investment Management, Inc. 144 648 2,40 23 790 4,90
2025-05-15 13F Ruggaard & Associates LLC 0 −100,00 0
2025-07-22 13F Inlight Wealth Management, LLC 11 010 152,87 1 811 159,31
2025-07-25 13F St. Louis Trust Co 6 588 14,67 1 084 17,46
2025-07-22 13F Old National Bancorp /in/ 45 741 4,29 7 523 6,83
2025-07-15 13F Forte Capital Llc /adv 7 553 −2,01 1 242 0,40
2025-08-11 13F Ironsides Asset Advisors, LLC 9 185 −2,73 1 511 −0,40
2025-07-30 13F LGT Financial Advisors LLC 535 −28,76 88 −27,50
2025-07-18 13F PBMares Wealth Management LLC 1 289 −0,46 212 1,93
2025-08-12 13F AlphaCore Capital LLC 1 223 5,16 202 8,60
2025-05-15 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-08-04 13F Silver Coast Investments LLC 1 442 0,84 237 3,49
2025-08-04 13F MeadowBrook Investment Advisors LLC 455 0,00 75 1,37
2025-08-14 13F Synovus Financial Corp 7 962 0,28 1 312 2,90
2025-08-01 13F Facet Wealth, Inc. 2 282 −15,61 382 −10,77
2025-08-12 13F Quadcap Wealth Management, LLC 1 705 0,35 280 2,94
2025-07-22 13F Three Bridge Wealth Advisors, LLC 5 837 −2,08 965 0,84
2025-08-04 13F AMG National Trust Bank 12 562 −0,24 2 066 2,18
2025-07-17 13F City Holding Co 5 792 −2,57 953 −0,21
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 26 353 3,75 4 334 6,30
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-07-09 13F First Financial Corp /in/ 21 0,00 3 0,00
2025-07-10 13F Focus Financial Network, Inc. 10 447 −4,84 1 727 −1,99
2025-07-08 13F Apella Capital, LLC 17 743 2 943
2025-07-10 13F Sovran Advisors, LLC 1 676 −5,36 279 3,73
2025-07-16 13F Meredith Wealth Planning 1 266 208
2025-07-10 13F Compton Wealth Advisory Group, LLC 87 606 2,79 14 408 5,30
2025-08-13 13F Wellspring Financial Advisors, LLC 786 332 −0,08 1 292 −6,31
2025-07-10 13F Weinberger Asset Management, Inc 38 009 1,44 6 251 3,91
2025-07-28 13F Copia Wealth Management 3 650 4,92 600 7,53
2025-08-13 13F Colonial Trust Co / SC 4 735 0,00 779 2,37
2025-08-05 13F EPG Wealth Management LLC 228 0,00 38 2,78
2025-07-21 13F Compass Planning Associates Inc 73 46,00 12 37,50
2025-07-08 13F Atlas Brown,Inc. 4 447 −7,47 731 −5,19
2025-08-08 13F Smithfield Trust Co 6 322 0,00 1 0,00
2025-07-31 13F Sharper & Granite LLC 42 197 3,43 7 047 7,59
2025-08-11 13F Nordwand Advisors, LLC 390 0,00 64 3,23
2025-07-17 13F Paradigm Financial Partners, Llc 5 232 −42,99 860 −41,62
2025-08-13 13F First Trust Advisors Lp 4 477 20,80 736 23,70
2025-08-13 13F Jones Financial Companies Lllp 2 412 159 −1,71 396 766 1,52
2025-07-25 13F We Are One Seven, LLC 20 984 0,19 3 451 2,62
2025-08-14 13F Colony Group, LLC 667 416 97,57 109 763 102,39
2025-07-17 13F Fee-Only Financial Planning, L.C. 22 771 0,60 3 745 3,06
2025-05-15 13F CAPROCK Group, Inc. 5 178 −24,29 831 −24,86
2025-07-10 13F Envision Financial LLC 22 086 0,00 3 632 2,45
2025-07-11 13F/A Umb Bank N A/mo 35 645 −5,61 5 862 −3,30
2025-07-15 13F Foster Victor Wealth Advisors, LLC 1 409 −52,46 235 −46,95
2025-07-30 13F LifeWealth Investments, LLC 9 807 28,45 1 613 31,59
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 32 862 −0,36 5 405 2,08
2025-07-31 13F/A Avion Wealth 167 618 19,12 28 22,73
2025-08-08 13F Altiora Financial Group, LLC 2 422 0,00 398 2,58
2025-04-22 13F Cabana Llc 0 −100,00 0
2025-08-04 13F Atria Investments Llc 24 995 7,53 4 111 10,16
2025-08-13 13F Mount Yale Investment Advisors, LLC 2 873 −2,58 472 −0,21
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-14 13F Bragg Financial Advisors, Inc 169 666 2,25 27 903 4,75
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Domestic ETF 4 149 −1,21 682 1,19
2025-08-11 13F Hopwood Financial Services, Inc. 8 0,00 1 0,00
2025-08-11 13F Cornerstone Planning Group LLC 1 858 −2,06 311 7,24
2025-08-04 13F Creekmur Asset Management LLC 34 6
2025-08-12 13F Asset Management Group, Inc. 95 316 −0,96 15 676 1,46
2025-08-04 13F Joseph P. Lucia & Associates, LLC 3 201 −7,96 526 −5,73
2025-08-12 13F LPL Financial LLC 1 063 962 3,64 174 979 6,17
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-07-16 13F Cove Private Wealth, LLC 5 405 87,87 889 92,62
2025-07-23 13F Eagle Strategies LLC 67 639 5,19 11 124 7,76
2025-07-24 13F Columbia Advisory Partners Llc 37 777 −8,55 6 213 −6,33
2025-08-04 13F Savvy Advisors, Inc. 5 562 56,63 915 60,35
2025-07-16 13F Old North State Wealth Management, LLC 3 545 7,55 584 10,19
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-07-11 13F First PREMIER Bank 981 0,00 0
2025-08-12 13F Cornerstone Wealth Management, LLC 10 208 12,92 1 679 15,64
2025-08-14 13F MGB Wealth Management, LLC 1 112 −38,05 183 −36,14
2025-08-14 13F Diversify Advisory Services, LLC 2 852 −10,79 483 −3,02
2025-08-11 13F Lake Street Financial Llc 2 414 0,00 397 2,58
2025-08-12 13F Calton & Associates, Inc. 1 298 −34,38 214 −32,81
2025-07-09 13F Brand Asset Management Group, Inc. 0 −100,00 0
2025-07-09 13F Gilman Hill Asset Management, LLC 21 233 182,81 3 492 189,71
2025-08-12 13F Financial Advocates Investment Management 0 −100,00 0 −100,00
2025-07-22 13F Grimes & Company, Inc. 13 905 −4,68 2 287 −2,39
2025-08-01 13F MorganRosel Wealth Management, LLC 3 823 15,43 629 18,27
2025-07-29 13F Mb, Levis & Associates, Llc 0 −100,00 0
2025-08-06 13F Maltin Wealth Management, Inc. 30 822 3,81 5 069 6,34
2025-08-07 13F Resources Investment Advisors, LLC. 16 523 2,50 2 717 5,03
2025-08-12 13F Change Path, LLC 3 028 −19,32 498 −17,44
2025-07-15 13F Cranbrook Wealth Management, LLC 42 270 1,05 6 952 3,51
2025-08-12 13F Associated Banc-corp 43 957 32,19 7 229 35,43
2025-08-13 13F Beacon Pointe Advisors, LLC 148 832 8,86 24 477 11,51
2025-08-14 13F GWM Advisors LLC 182 825 16,35 30 067 19,19
2025-08-14 13F Alliancebernstein L.p. 3 880 2,65 638 5,28
2025-08-07 13F Cascade Financial Partners, LLC 17 859 2,61 2 937 5,12
2025-08-11 13F Dorsey & Whitney Trust CO LLC 2 060 0,00 339 2,42
2025-08-14 13F Wells Fargo & Company/mn 2 579 152 4,92 424 167 7,48
2025-08-06 13F Eukles Asset Management 231 0,00 38 0,00
2025-07-30 13F Phillips Financial Management, Llc 10 894 0,00 1 792 2,46
2025-07-30 13F Chokshi & Queen Wealth Advisors, Inc 0 −100,00 0
2025-05-14 13F Mission Creek Capital Partners, Inc. 0 −100,00 0
2025-08-14 13F Gen-Wealth Partners Inc 1 416 2,98 233 5,45
2025-05-15 13F Asset Allocation Strategies LLC 0 −100,00 0
2025-07-24 13F Rice Partnership, LLC 9 0,00 1 0,00
2025-08-14 13F Wetherby Asset Management Inc 1 371 −12,73 225 −11,42
2025-08-13 13F Renaissance Technologies Llc 23 200 3 815
2025-07-18 13F Newman Dignan & Sheerar, Inc. 1 768 0,00 291 2,47
2025-07-22 13F Evensky & Katz LLC 88 475 −2,08 15 0,00
2025-07-17 13F Sage Rhino Capital Llc 1 878 0,00 309 2,33
2025-08-07 13F Addison Advisors LLC 212 45,21 35 47,83
2025-07-18 13F Forza Wealth Management, LLC 31 407 0,00 5 165 2,44
2025-07-31 13F Oppenheimer & Co Inc 21 384 3,69 3 517 6,22
2025-07-09 13F Praetorian Wealth Management, Inc. 104 907 −22,68 17 253 −20,79
2025-08-08 13F Opinicus Capital, Inc. 6 085 −0,25 1 001 2,15
2025-07-15 13F Wealth Effects Llc 1 578 0,64 260 3,19
2025-08-12 13F O'shaughnessy Asset Management, Llc 70 358 124,95 11 571 130,45
2025-08-18 13F N.E.W. Advisory Services LLC 544 −18,81 89 −16,82
2025-07-15 13F Mainstream Capital Management LLC 10 207 −0,30 1 679 2,13
2025-07-08 13F Richard P Slaughter Associates Inc 7 686 −56,88 1 264 −55,82
2025-07-25 13F Astoria Portfolio Advisors LLC. 1 190 202
2025-04-22 13F Tower View Investment Management & Research LLC 0 −100,00 0
2025-07-15 13F Retirement Income Solutions, Inc 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 7 260 197,54 1 194 205,37
2025-07-14 13F UMA Financial Services, Inc. 769 0,00 126 2,44
2025-04-11 13F LPF Advisors LLC 45 353 7,89 7 281 7,09
2025-07-11 13F Grove Bank & Trust 19 835 5,23 3 262 7,80
2025-07-11 13F Compass Ion Advisors, LLC 2 378 −2,46 391 0,00
2025-08-06 13F First Horizon Advisors, Inc. 44 412 19,14 7 304 22,06
2025-08-13 13F Kennedy Capital Management, Inc. 1 260 207
2025-07-30 13F Whittier Trust Co 10 099 −3,73 1 661 −1,43
2025-08-15 13F Kestra Advisory Services, LLC 183 769 32,32 30 223 35,55
2025-07-09 13F Bruce G. Allen Investments, LLC 26 530 0,39 4 363 2,85
2025-07-08 13F Heartwood Wealth Advisors LLC 5 417 0,00 891 2,42
2025-07-25 13F McNamara Financial Services, Inc. 3 634 −2,94 598 −0,67
2025-08-11 13F Baldwin Investment Management, LLC 2 944 −63,63 484 −62,74
2025-08-14 13F Quartz Partners, LLC 1 295 213
2025-07-21 13F Sterling Investment Counsel, LLC 2 452 1,36 403 3,87
2025-08-15 13F Equitable Holdings, Inc. 287 182 6,00 47 230 8,59
2025-07-17 13F Catalytic Wealth RIA, LLC 23 968 −9,82 3 942 −7,62
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 53 −14,52 9 −11,11
2025-08-08 13F Breed's Hill Capital LLC 10 945 0,00 1 800 2,45
2025-08-12 13F Coldstream Capital Management Inc 2 229 0,00 367 2,52
2025-07-22 13F Iron Horse Wealth Management, LLC 65 935 2,95 10 844 5,47
2025-08-05 13F GPS Wealth Strategies Group, LLC 514 −3,75 85 −1,18
2025-07-16 13F Bestgate Wealth Advisors, LLC 1 255 0,00 201 0,00
2025-08-14 13F Bank Of Hawaii 14 377 −6,71 2 364 −4,45
2025-08-04 13F Saxony Capital Management, LLC 1 280 211
2025-08-14 13F Susquehanna International Group, Llp Put 5 000 822
2025-08-14 13F Susquehanna International Group, Llp 18 551 20,48 3 051 23,43
2025-08-06 13F Prospera Financial Services Inc 13 090 11,45 2 155 14,15
2025-08-08 13F Foundations Investment Advisors, LLC 2 245 −86,01 369 −85,68
2025-08-11 13F Citigroup Inc 15 119 8,81 2 487 11,48
2025-07-22 13F Willner & Heller, Llc 5 810 −21,11 955 −19,20
2025-08-14 13F Susquehanna International Group, Llp Call 26 800 −14,92 4 408 −12,85
2025-07-11 13F Farther Finance Advisors, LLC 5 079 −16,06 835 −14,09
2025-07-18 13F PFG Investments, LLC 3 612 −7,90 594 −5,72
2025-08-07 13F Vise Technologies, Inc. 4 945 813
2025-08-14 13F Moneta Group Investment Advisors Llc 873 129 5,97 143 595 8,56
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 242 873 −1,05 40 662 3,19
2025-08-05 13F Astra Wealth Partners LLC 7 076 6,74 1 164 9,30
2025-08-08 13F Wrapmanager Inc 4 726 3,78 777 6,29
2025-07-22 13F Yoder Wealth Management, Inc. 2 907 0,00 478 2,58
2025-08-11 13F Western Wealth Management, LLC 2 027 −7,32 333 −5,13
2025-08-13 13F Scotia Capital Inc. 9 487 0,00 1 560 2,43
2025-07-23 13F Colony Family Offices, LLC 1 640 0,00 271 3,04
2025-07-18 13F Trust Co Of Vermont 9 810 −12,53 1 613 −10,39
2025-08-04 13F Flagship Harbor Advisors, Llc 4 826 −0,35 794 2,06
2025-07-17 13F Hanson & Doremus Investment Management 413 0,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 15 787 −8,88 2 596 −6,65
2025-08-13 13F Alerus Financial Na 2 0
2025-07-22 13F Sage Financial Group Inc 104 478 −2,15 17 183 0,25
2025-08-01 13F SYM FINANCIAL Corp 528 419 1,66 86 904 4,14
2025-08-14 13F First Foundation Advisors 0 −100,00 0
2025-07-25 13F JustInvest LLC 1 400 230
2025-08-06 13F Financial Alternatives, Inc 4 402 0,00 724 2,41
2025-08-07 13F BHK Investment Advisors, LLC 140 887 0,20 23 170 2,64
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 1 315 0,00 216 2,37
2025-08-14 13F Bishop & Co Investment Management, LLC 7 660 48,82 1 260 52,42
2025-08-27 13F/A Brinker Capital Investments, LLC 8 801 −14,05 1 447 −11,98
2025-07-09 13F Breakwater Capital Group 2 120 −0,09 349 2,35
2025-08-05 13F MidAtlantic Capital Management, Inc. 8 406 4,20 1 382 6,72
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-05 13F Prosperity Consulting Group, LLC 14 797 −8,96 2 433 −6,75
2025-07-11 13F Meriwether Wealth & Planning, LLC 1 384 0,00 228 2,25
2025-07-16 13F Plancorp, LLC 2 323 −7,82 382 −5,45
2025-08-14 13F McIlrath & Eck, LLC 109 0,00 18 0,00
2025-07-11 13F Scott Capital Advisors, LLC 59 526 −0,73 9 937 3,22
2025-08-07 13F CENTRAL TRUST Co 16 145 −0,68 2 655 1,76
2025-08-11 13F Novak & Powell Financial Services, Inc. 2 066 −68,77 340 −68,08
2025-08-07 13F Vista Investment Partners Ii, Llc 3 668 603
2025-05-14 13F GDS Wealth Management 0 −100,00 0
2025-08-12 13F Coston, McIsaac & Partners 33 0,00 0
2025-08-12 13F Running Point Capital Advisors, LLC 2 120 0,00 349 2,35
2025-08-08 13F Allianz Se 237 0,00 39 0,00
2025-08-13 13F Ark & Tlk Investments, Llc 2 114 0,05 348 2,36
2025-07-14 13F Maryland Capital Advisors Inc. 295 0,00 49 2,13
2025-08-14 13F TCG Advisory Services, LLC 82 935 −0,07 13 639 2,37
2025-08-13 13F Capital Analysts, Inc. 3 136 643,13 1
2025-07-07 13F Wesbanco Bank Inc 3 308 14,23 544 17,24
2025-07-10 13F Atticus Wealth Management, Llc 1 411 19,98 232 23,40
2025-07-15 13F Well Done, LLC 10 032 1,36 1 650 3,00
2025-07-11 13F Diversified Trust Co 1 460 0,00 240 2,56
2025-04-15 13F Members Wealth Llc 6 027 −0,18 968 −2,03
2025-07-15 13F Buttonwood Financial Advisors Inc. 7 163 8,07 1 178 10,71
2025-08-11 13F HighTower Advisors, LLC 323 043 14,55 53 128 17,35
2025-08-01 13F Bank of Jackson Hole Trust 378 0,00 62 0,00
2025-04-30 13F Sofos Investments, Inc. 191 0,00 31 7,14
2025-07-25 13F RoundAngle Advisors LLC 27 066 −1,79 4 451 0,61
2025-07-23 13F Nbt Bank N A /ny 201 0,00 33 3,13
2025-08-12 13F Tableaux Llc 10 973 263
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 22 319 −11,52 3 671 −9,41
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 110 −8,33 18 −5,26
2025-07-25 13F Yarger Wealth Strategies, Llc 3 643 0,00 599 2,57
2025-08-12 13F Proequities, Inc. 0 0
2025-08-18 13F Finward Bancorp 1 837 −1,61 302 1,00
2025-07-23 13F Roundview Capital LLC 1 412 −8,79 232 −6,45
2025-08-04 13F Assetmark, Inc 4 264 948 3,95 701 413 6,48
2025-08-07 13F Winch Advisory Services, LLC 49 0,00 8 14,29
2025-08-08 13F Meridian Wealth Management, LLC 11 008 −12,50 1 809 −10,41
2025-08-07 13F Tacita Capital Inc 23 186 0,76 3 813 3,22
2025-08-11 13F Empirical Finance, LLC 13 181 0,00 2 168 2,41
2025-08-13 13F Dynamic Wealth Strategies, LLC 64 11
2025-08-08 13F Cetera Investment Advisers 290 447 9,29 47 767 11,96
2025-08-04 13F Hantz Financial Services, Inc. 267 −6,32 0
2025-08-14 13F EP Wealth Advisors, Inc. 1 674 933 10,52 275 460 13,22
2025-08-14 13F SWAN Capital LLC 63 528 96,36 10 448 101,17
2025-08-14 13F Great Valley Advisor Group, Inc. 23 616 −70,17 3 884 −69,45
2025-07-14 13F Clayton Financial Group LLC 49 769 −55,91 8 185 −54,83
2025-04-02 13F Marcum Wealth, LLC 3 705 −21,15 595 −21,84
2025-07-11 13F My Legacy Advisors, LLC 7 881 −6,61 1 326 −2,07
2025-07-22 13F Gemmer Asset Management LLC 1 419 0,00 233 2,64
2025-08-14 13F Aqr Capital Management Llc 12 955 45,73 2 131 49,26
2025-08-14 13F Bank Of America Corp /de/ 3 057 139 −0,75 502 777 1,67
2025-07-31 13F Glass Jacobson Investment Advisors llc 4 679 −11,93 770 −10,48
2025-07-11 13F Prosperity Planning, Inc. 51 701 −2,67 8 503 −0,30
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 548 0,00 91 2,27
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 7 851 −34,79 1 291 −31,22
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 8 038 9,66 1 322 12,33
2025-08-11 13F Birchbrook, Inc. 625 0,00 103 2,00
2025-04-09 13F Dakota Community Bank & Trust NA 58 9
2025-07-16 13F RWM Asset Management, LLC 2 139 0,00 352 2,33
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-07-28 13F Courier Capital Llc 2 805 −23,44 461 −21,60
2025-07-22 13F Simplicity Wealth,LLC 6 392 397,82 1 051 410,19
2025-08-14 13F Graney & King, LLC 50 0,00 8 0,00
2025-08-07 13F New England Private Wealth Advisors LLC 1 367 0,00 230 4,57
2025-07-25 13F Lodestar Private Asset Management Llc 2 756 −6,48 453 −4,23
2025-08-13 13F Baird Financial Group, Inc. 106 977 2,97 17 593 5,48
2025-07-16 13F NovaPoint Capital, LLC 27 183 −0,27 4 471 2,17
2025-07-17 13F Michels Family Financial, LLC 11 685 1,01 1 922 3,45
2025-07-18 13F SOA Wealth Advisors, LLC. 61 150 15,06 10 057 17,86
2025-07-10 13F Brooklyn FI, LLC 2 066 −1,01 340 1,19
2025-08-13 13F Cary Street Partners Financial Llc 182 387 13,37 26 087 18,51
2025-07-07 13F First Community Trust Na 106 1,92 17 6,25
2025-08-11 13F Vanguard Group Inc 13 953 −5,58 2 295 −3,29
2025-04-24 13F TFC Financial Management 0 −100,00 0
2025-07-16 13F Meridian Financial, LLC 4 507 3,44 741 6,01
2025-08-12 13F Armor Investment Advisors, LLC 495 0,00 81 2,53
2025-08-14 13F Sargent Investment Group, LLC 1 223 204
2025-07-29 13F LMG Wealth Partners, LLC 2 201 0,00 362 2,27
2025-08-13 13F Mayfair Advisory Group, LLC 1 229 206
2025-07-30 13F Financial Perspectives, Inc 929 −2,31 153 0,00
2025-07-30 13F Greatmark Investment Partners, Inc. 1 244 −7,51 205 −5,12
2025-08-12 13F Manchester Capital Management LLC 20 539 −60,66 3 378 −59,71
2025-07-30 13F TFB Advisors LLC 36 264 1,81 5 964 4,28
2025-07-16 13F Northern Oak Wealth Management Inc 7 954 −0,30 1 308 2,19
2025-08-04 13F Quaker Wealth Management, LLC 1 502 247
2025-07-30 13F Crewe Advisors LLC 8 100,00 1
2025-05-05 13F Horizon Investment Services, LLC 0 −100,00 0
2025-07-14 13F Armstrong Advisory Group, Inc 697 −12,44 115 −10,94
2025-07-15 13F Verum Partners LLC 1 825 0,00 300 2,74
2025-08-13 13F Johnson Financial Group, Inc. 35 560 560,84 5 880 581,23
2025-08-12 13F Investments & Financial Planning, LLC 2 807 0,29 462 2,67
2025-08-08 13F MTM Investment Management, LLC 107 0,00 18 0,00
2025-08-13 13F Cerity Partners LLC 25 455 −4,26 4 186 −1,92
2025-07-29 13F Tradewinds Capital Management, LLC 2 0,00 0
2025-08-06 13F Founders Financial Securities Llc 7 855 9,11 1 292 15,78
2025-08-14 13F Beaird Harris Wealth Management, LLC 3 240 0,00 533 2,31
2025-07-10 13F Signal Advisors Wealth, LLC 0 −100,00 0
2025-07-16 13F Kendall Capital Management 5 501 905
2025-07-18 13F Benchmark Wealth Management, LLC 1 797 0,00 296 2,43
2025-07-29 13F Regions Financial Corp 8 024 8,02 1 320 10,65
2025-07-21 13F West Financial Advisors, LLC 218 0,00 36 2,94
2025-08-13 13F EverSource Wealth Advisors, LLC 25 830 −0,80 4 248 1,63
2025-08-18 13F Hollencrest Capital Management 17 3
2025-08-18 13F/A National Bank Of Canada /fi/ 45 383 8,86 7 464 11,52
2025-08-01 13F Advisory Alpha, LLC 91 807 4,84 15 099 7,40
2025-08-14 13F Benjamin Edwards Inc 183 932 2,42 30 250 4,93
2025-08-01 13F Integral Investment Advisors, Inc. 2 075 25,61 341 28,68
2025-08-12 13F Jpmorgan Chase & Co 385 961 −2,52 63 475 −0,14
2025-07-17 13F Genesis Private Wealth, Llc 29 826 1,70 4 905 4,18
2025-08-14 13F Granite FO LLC 12 460 0,00 2 049 2,45
2025-08-14 13F Guardian Wealth Management, Inc. 0 −100,00 0
2025-08-29 13F Evolution Wealth Management Inc. 504 83
2025-07-24 13F WMG Financial Advisors, LLC 1 218 200
2025-08-07 13F Montag A & Associates Inc 1 130 0,00 186 2,21
2025-04-30 13F POM Investment Strategies, LLC 0 −100,00 0
2025-08-12 13F OneAscent Financial Services LLC 1 650 −45,40 0
2025-08-12 13F Gladstone Institutional Advisory LLC 4 510 −12,88 742 −10,83
2025-08-05 13F Texas Bank & Trust Co 2 118 4,96 348 7,74
2025-08-14 13F Warren Averett Asset Management, LLC 588 184 −3,90 96 733 −1,56
2025-08-14 13F Snowden Capital Advisors LLC 8 727 −4,78 1 443 −1,97
2025-08-05 13F Mma Asset Management Llc 14 424 254,40 2 372 263,25
2025-08-08 13F Capital Investment Advisory Services, LLC 1 366 −6,88 225 −4,68
2025-07-22 13F Integrated Capital Management, LLC 23 038 17,94 4 0,00
2025-07-29 13F Calamos Wealth Management LLC 4 141 0,00 681 2,56
2025-08-14 13F Comerica Bank 50 968 0,66 8 382 3,13
2025-08-13 13F Idaho Trust Bank 1 915 −10,93 315 −8,99
2025-08-08 13F Larson Financial Group LLC 953 −5,83 157 −3,70
2025-07-02 13F Marotta Asset Management 220 403 −6,99 36 247 −8,77
2025-08-14 13F Fiduciary Trust Co 0 −100,00 0
2025-04-25 13F Root Financial Partners, LLC 0 −100,00 0
2025-07-08 13F Lpwm Llc 21 473 0,42 3 531 2,88
2025-07-18 13F Lowery Thomas, Llc 1 886 −13,92 310 −11,68
2025-07-07 13F Global Wealth Strategies & Associates 57 0,00 9 0,00
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-23 13F Valmark Advisers, Inc. 1 823 8,58 300 11,15
2025-08-12 13F Jacobi Capital Management LLC 2 902 1,75 477 4,38
2025-07-28 13F Revolve Wealth Partners, LLC 8 051 11,05 1 324 13,84
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-07-10 13F Peoples Bank/KS 0 −100,00 0
2025-07-16 13F Diversified Enterprises, LLC 2 269 −6,05 373 −3,62
2025-07-24 13F Ronald Blue Trust, Inc. 704 20,14 116 22,34
2025-08-06 13F Adviser Investments LLC 5 696 0,00 937 2,41
2025-07-28 13F Holistic Planning, LLC 5 445 18,89 896 21,77
2025-08-07 13F Verus Capital Partners, Llc 18 207 5,77 2 994 8,36
2025-08-13 13F GeoWealth Management, LLC 247 0,00 41 2,56
2025-08-13 13F Willis Johnson & Associates, Inc. 17 790 29,77 2 926 32,95
2025-08-14 13F Oxford Financial Group Ltd 94 −85,93 15 −85,98
2025-07-31 13F Opes Wealth Management LLC 65 646 7,69 10 796 10,33
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 4 443 −58,50 731 −57,51
2025-08-14 13F Citadel Advisors Llc Put 1 300 0,00 214 2,40
2025-07-28 13F RMR Capital Management, LLC 11 358 −24,42 1 868 −22,60
2025-08-07 13F Meeder Advisory Services, Inc. 0 −100,00 0
2025-07-10 13F HF Advisory Group, LLC 4 168 10,53 685 13,22
2025-07-22 13F Noble Family Wealth, LLC 5 263 3,72 866 6,27
2025-08-14 13F Citadel Advisors Llc Call 10 000 13,64 1 645 16,43
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 103 0,00 17 0,00
2025-08-11 13F United Advisor Group, LLC 3 265 53,65 537 57,18
2025-07-17 13F Stephens Group Asset Management, Llc 1 190 312 9,02 195 759 11,68
2025-08-15 13F Tower Research Capital LLC (TRC) 258 42
2025-08-07 13F Sound View Wealth Advisors Group, LLC 13 298 −9,02 2 187 −6,78
2025-07-29 13F Harbor Asset Planning, Inc. 321 53
2025-07-17 13F Sound Income Strategies, LLC 272 −2,51 45 0,00
2025-07-25 13F PrairieView Partners, LLC 15 0,00 0
2025-07-07 13F Bangor Savings Bank 34 956 −3,21 5 749 −0,86
2025-07-22 13F Team Financial Group, LLC 19 3
2025-05-09 13F Endowment Wealth Management, Inc. 0 −100,00 0
2025-08-13 13F Summit Wealth Group Llc / Co 7 870 1 301
2025-07-29 13F Private Wealth Management Group, LLC 820 0,00 135 2,29
2025-08-11 13F Heritage Wealth Advisors 1 949 0,00 321 2,56
2025-07-15 13F Kwmg, Llc 191 367 2,80 31 472 5,31
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 116 111 −5,85 19 0,00
2025-08-05 13F HFG Advisors, Inc. 32 129 −0,50 5 284 1,93
2025-07-18 13F Truist Financial Corp 373 247 −0,41 61 384 2,02
2025-07-30 13F Sonata Capital Group Inc 2 459 2,46 0
2025-08-08 13F Financial Gravity Companies, Inc. 121 −36,65 20 −36,67
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 1 567 0,00 258 2,39
2025-07-16 13F Dakota Wealth Management 25 044 −4,61 4 119 −2,28
2025-08-14 13F Connecticut Wealth Management, LLC 4 866 0,00 800 2,43
2025-08-06 13F Legacy Wealth Managment, LLC/ID 281 0,00 46 2,22
2025-08-14 13F Visionary Wealth Advisors 55 402 2,97 9 111 5,49
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 541 297 0,62 89 005 3,08
2025-07-15 13F Bfsg, Llc 50 8
2025-07-29 13F Wealthstream Advisors, Inc. 1 897 0,00 312 2,63
2025-07-15 13F Main Street Group, LTD 96 0,00 16 0,00
2025-07-25 13F Verdence Capital Advisors LLC 2 795 0,76 460 3,15
2025-08-08 13F Gts Securities Llc 6 168 1 014
2025-08-14 13F JPL Wealth Management, LLC 1 487 0,00 245 2,52
2025-07-16 13F PFS Partners, LLC 16 0,00 3 0,00
2025-08-12 13F Picton Mahoney Asset Management 72 165 12
2025-08-15 13F Howland Capital Management Llc 9 042 0,02 1 495 2,96
2025-07-29 13F Chicago Partners Investment Group LLC 83 409 0,47 14 198 8,46
2025-07-17 13F CWA Asset Management Group, LLC 2 151 0,00 354 2,32
2025-07-30 13F Townsend & Associates, Inc 1 885 0,00 322 14,64
2025-08-06 13F Paulson Wealth Management Inc. 2 496 −9,10 410 −6,82
2025-08-08 13F Tanglewood Legacy Advisors, LLC 436 0,00 72 2,90
2025-08-12 13F Cravens & Co Advisors, LLC 1 560 −11,96 257 −9,86
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-08-12 13F Franklin Resources Inc 2 600 −51,95 428 −50,81
2025-08-08 13F Mv Capital Management, Inc. 470 0,00 77 2,67
2025-07-24 13F KC Investment Advisors, LLC 3 131 −1,70 515 0,59
2025-07-29 13F Gladwyn Financial Advisors, Inc. 55 960 9 203
2025-08-05 13F American Capital Advisory, LLC 300 0,00 49 2,08
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 1 412 −25,33 232 −23,43
2025-07-14 13F Baring Financial LLC 33 426 3,99 5 497 6,53
2025-08-12 13F Northstar Financial Companies, Inc. 1 220 201
2025-08-13 13F Natixis Advisors, L.p. 104 261 3,79 17 6,25
2025-07-30 13F Rehmann Capital Advisory Group 3 560 −5,44 585 −3,15
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-01 13F American Financial & Tax Strategies Inc 18 125 0,36 2 981 2,79
2025-08-01 13F Stuart Chaussee & Associates, Inc. 284 0,00 47 2,22
2025-07-14 13F Proathlete Wealth Management Llc 49 8
2025-07-31 13F City State Bank 1 467 0,00 241 2,55
2025-08-11 13F Avantax Planning Partners, Inc. 56 355 21,61 9 268 24,59
2025-08-04 13F One Day In July LLC 4 138 2,05 681 4,45
2025-08-18 13F Tactive Advisors, LLC 4 426 728
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-14 13F Integrated Wealth Concepts LLC 27 000 −0,61 4 440 1,81
2025-08-13 13F Northern Trust Corp 54 677 −2,47 8 992 −0,09
2025-08-11 13F Wealthspire Advisors, LLC 57 957 −2,66 9 532 −0,29
2025-08-14 13F Peapack Gladstone Financial Corp 98 109 −0,79 16 6,67
2025-07-22 13F Checchi Capital Advisers, LLC 16 085 −5,15 2 645 −2,83
2025-07-18 13F Centricity Wealth Management, LLC 929 0,00 153 2,01
2025-08-08 13F Better Money Decisions, LLC 1 376 0,00 226 2,73
2025-07-18 13F Bridge Generations Wealth Management Llc 0 −100,00 0
2025-04-29 13F Element Wealth, LLC 0 −100,00 0 −100,00
2025-07-14 13F Acropolis Investment Management, LLC 8 400 0,00 1 381 2,45
2025-07-16 13F/A CX Institutional 45 237 12,27 7 16,67
2025-08-11 13F Lowe Brockenbrough & Co Inc 94 15
2025-08-07 13F Legacy Financial Advisors, Inc. 1 705 14,05 280 17,15
2025-07-24 13F Horizon Bancorp Inc /in/ 4 270 −0,21 1
2025-04-25 13F Smallwood Wealth Investment Management, LLC 43 933 2,96 7 053 2,19
2025-08-06 13F AE Wealth Management LLC 38 130 −1,17 6 271 1,23
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0 −100,00
2025-05-02 13F DDD Partners, LLC 0 −100,00 0 −100,00
2025-07-25 13F Stephens Consulting, LLC 81 −68,36 13 −68,29
2025-07-29 13F Angeles Wealth Management, Llc 407 67
2025-08-12 13F Goepper Burkhardt LLC 36 066 −9,15 5 931 −6,94
2025-07-17 13F Oakworth Capital, Inc. 7 285 0,00 1 198 2,48
2025-08-13 13F Echo45 Advisors LLC 31 373 1,29 5 160 3,76
2025-05-12 13F Claro Advisors LLC 0 −100,00 0 −100,00
2025-07-24 13F Comprehensive Money Management Services LLC 1 865 −11,82 307 −9,73
2025-07-28 13F Ritholtz Wealth Management 5 882 −2,84 967 −0,41
2025-08-13 13F Cresset Asset Management, LLC 28 500 −0,99 4 712 1,95
2025-08-15 13F Morgan Stanley 4 610 461 0,79 758 237 3,25
2025-07-08 13F/A Salem Investment Counselors Inc 458 −77,63 75 −77,13
2025-08-14 13F Betterment LLC 4 133 464 −3,69 680 −1,45
2025-08-06 13F Hallmark Capital Management Inc 16 369 −2,33 2 692 0,07
2025-08-06 13F Robinson Smith Wealth Advisors Llc 1 388 0,51 228 3,17
2025-07-25 13F Wells Financial Advisors INC 1 200 0,00 197 2,60
2025-08-12 13F CIBC Private Wealth Group, LLC 28 690 13,20 4 718 31,24
2025-07-15 13F Financial Partners Group, Inc 0 −100,00 0
2025-07-18 13F Parsons Capital Management Inc/ri 7 497 −0,68 1 233 1,82
2025-07-25 13F Concord Asset Management, LLC/VA 1 316 216
2025-08-05 13F Strategic Financial Concepts, LLC 5 498 −5,52 904 −3,21
2025-07-18 13F QTR Family Wealth, LLC 3 333 0,15 548 2,62
2025-08-15 13F North Ridge Wealth Advisors, Inc. 22 4
2025-08-05 13F Key FInancial Inc 3 634 0,44 598 2,93
2025-07-25 13F Richardson Financial Services Inc. 1 943 −27,36 324 −24,71
2025-08-14 13F Atomi Financial Group, Inc. 3 317 −41,51 545 −40,11
2025-07-29 13F Stratos Wealth Advisors, LLC 12 807 −16,63 2 106 −14,60
2025-08-13 13F IAG Wealth Partners, LLC 4 0,00 1
2025-07-10 13F Wedmont Private Capital 17 839 −3,05 2 978 8,06
2025-08-12 13F/A Cozad Asset Management Inc 6 939 7,61 1 141 10,24
2025-08-07 13F Allworth Financial LP 43 481 −3,69 7 151 1,98
2025-08-01 13F Belvedere Trading LLC Call 2 000 0,00 329 2,18
2025-08-14 13F Capitolis Liquid Global Markets LLC 23 200 3 815
2025-08-05 13F Tsfg, Llc 1 851 0,00 0
2025-07-25 13F Johnson Investment Counsel Inc 7 987 −0,20 1 314 2,26
2025-08-08 13F WP Advisors, LLC 3 491 0,00 574 2,50
2025-08-14 13F Mariner, LLC 587 936 3,77 96 693 6,36
2025-07-11 13F Kingstone Capital Partners Texas, LLC 28 896 4
2025-07-17 13F Alpine Bank Wealth Management 29 895 0,00 4 917 2,44
2025-08-05 13F Elm Partners Management LLC 2 758 6,00 454 8,63
2025-08-13 13F MONECO Advisors, LLC 8 411 −2,65 1 383 −0,29
2025-08-14 13F Raymond James Financial Inc 624 697 2,96 102 738 5,48
2025-08-07 13F McClarren Financial Advisors, Inc. 5 477 9,91 901
2025-08-13 13F American Money Management, LLC 3 338 0,00 549 2,43
2025-07-09 13F Beacon Financial Group 2 369 0,00 390 2,37
2025-07-24 13F Forefront Analytics, LLC 6 685 1 099
2025-08-05 13F Mission Wealth Management, Lp 2 536 2,55 417 5,30
2025-08-08 13F Bailard, Inc. 2 414 0,00 397 2,58
2025-07-30 13F White Lighthouse Investment Management Inc. 18 990 0,77 3 123 3,24
2025-08-08 13F Your Advocates Ltd., LLP 58 0,00 10 0,00
2025-08-13 13F 1832 Asset Management L.P. 248 134 5,88 40 808 8,47
2025-04-23 13F Leading Edge Financial Planning LLC 0 −100,00 0
2025-07-17 13F HB Wealth Management, LLC 34 833 −7,56 5 729 −5,31
2025-08-14 13F Schwallier Wealth Management LLC 7 328 14,11 1 205 16,88
2025-07-14 13F Southland Equity Partners LLC 0 −100,00 0
2025-07-22 13F Beacon Financial Advisory LLC 3 074 1,25 506 3,70
2025-08-13 13F My Purposeful Wealth Corp. 55 587 13,50 9 284 18,09
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 913 0,00 151 2,74
2025-07-25 13F Sequoia Financial Advisors, LLC 64 881 −44,53 10 670 −43,18
2025-08-06 13F Penserra Capital Management LLC 0 −100,00 0
2025-07-08 13F Baker Ellis Asset Management LLC 4 970 −12,35 817 −10,22
2025-07-22 13F HFM Investment Advisors, LLC 34 −2,86 6 0,00
2025-08-11 13F Amara Financial, Llc. 1 984 −1,10 326 1,24
2025-04-17 13F Life Planning Partners, Inc 0 −100,00 0 −100,00
2025-07-14 13F Abound Wealth Management 330 −0,30 54 1,89
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-01 13F Zhang Financial LLC 8 679 14,59 1 427 17,35
2025-07-22 13F Carolina Wealth Advisors, LLC 390 0,00 64 3,23
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-08-04 13F Creative Financial Designs Inc /adv 1 326 −3,35 218 −0,91
2025-08-14 13F Van Den Berg Management I, Inc 1 0,00 0
2025-07-21 13F Crews Bank & Trust 36 0,00 6 0,00
2025-08-11 13F Conquis Financial Llc 15 871 −5,06 2 624 −2,24
2025-08-11 13F Morling Financial Advisors, LLC 1 0,00 0
2025-05-15 13F Old Mission Capital Llc 0 −100,00 0 −100,00
2025-08-18 13F Geneos Wealth Management Inc. 64 995 −2,20 10 689 0,20
2025-07-16 13F ORG Wealth Partners, LLC 527 0,00 88 3,57
2025-07-11 13F Pinnacle Bancorp, Inc. 5 095 −0,39 838 1,95
2025-07-21 13F Ameriflex Group, Inc. 550 229,34 90 246,15
2025-04-30 13F Axxcess Wealth Management, Llc 0 −100,00 0
2025-07-08 13F Nbc Securities, Inc. 298 0,00 0
2025-08-15 13F Northeast Financial Consultants Inc 8 738 0,00 1 437 2,50
2025-07-11 13F Seacrest Wealth Management, Llc 2 674 6,45 440 8,93
2025-08-08 13F King Wealth 32 223 −2,12 5 0,00
2025-08-12 13F Ameritas Investment Partners, Inc. 287 0,00 47 2,17
2025-07-17 13F Janney Montgomery Scott LLC 77 108 −6,30 13 −7,69
2025-07-24 13F Capital Advisors, Ltd. LLC 7 490 1,86 1 0,00
2025-07-10 13F Kozak & Associates, Inc. 0 −100,00 0 −100,00
2025-07-25 13F Midwest Capital Advisors, LLC 432 −16,76 71 −14,46
2025-08-13 13F Hsbc Holdings Plc 2 226 0,00 366 2,52
2025-08-07 13F Ibex Wealth Advisors 6 143 1 010
2025-07-17 13F Wolff Wiese Magana Llc 12 0,00 2 0,00
2025-07-24 13F Callan Family Office, LLC 6 682 −6,09 1 099 −3,85
2025-08-06 13F Golden State Wealth Management, LLC 1 699 −17,48 279 −15,45
2025-07-08 13F Peirce Capital Management, LLC 6 826 1 123
2025-04-24 13F Mascoma Wealth Management LLC 0 −100,00 0
2025-08-07 13F FDx Advisors, Inc. 6 692 −3,15 1 0,00
2025-08-13 13F Wambolt & Associates, LLC 12 465 −4,75 2 076 −1,24
2025-07-07 13F Trust Co 250 916 2,23 41 266 4,73
2025-07-18 13F First United Bank Trust/ 26 155 −3,86 4 301 −1,51
2025-08-13 13F Holos Integrated Wealth LLC 695 0,00 117 4,50
2025-07-17 13F Venture Visionary Partners LLC 1 658 0,00 273 2,26
2025-08-12 13F Howe & Rusling Inc 8 721 80,60 1 434 85,03
2025-08-12 13F Strategic Advisors LLC 3 069 −67,35 505 −66,58
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-06 13F Legacy Investment Solutions, LLC 281 0,00 46 0,00
2025-07-28 13F Patten & Patten Inc/tn 1 498 0,00 246 2,50
2025-08-11 13F VSM Wealth Advisory, LLC 1 410 0,00 232 2,21
2025-07-22 13F Belpointe Asset Management LLC 5 391 −40,52 887 −39,06
2025-07-30 NP ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 6 228 −2,70 1 005 −5,37
2025-08-01 13F Gwn Securities Inc. 4 872 53,74 804 58,27
2025-07-03 13F Collective Family Office Llc 25 908 3,09 4 261 5,60
2025-08-14 13F Jane Street Group, Llc Put 3 300 543
2025-08-04 13F UNIVEST FINANCIAL Corp 12 066 1,47 1 984 3,93
2025-05-01 13F Grant/GrossMendelsohn, LLC 2 543 −9,79 394 −13,60
2025-08-08 13F Hartland & Co., LLC 4 343 −22,40 714 −20,49
2025-08-06 13F Simmons Bank 12 331 −8,92 2 028 −6,72
2025-07-16 13F Squire Investment Management Company, LLC 5 628 0,00 926 2,44
2025-08-11 13F Aviso Wealth Management 3 008 −3,71 495 −1,40
2025-07-23 13F HTG Investment Advisors, Inc. 2 087 0,00 343 2,39
2025-08-07 13F Flagship Wealth Advisors, Llc 0 −100,00 0
2025-08-06 13F Stokes Family Office, LLC 22 578 13,87 3 713 16,65
2025-08-12 13F J.w. Cole Advisors, Inc. 28 643 113,23 4 711 118,46
2025-08-29 13F Centaurus Financial, Inc. 4 066 −0,12 1
2025-07-29 13F Oxbow Advisors, LLC 2 507 −1,26 412 1,23
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 1 330 −2,71 219 −0,46
2025-05-15 13F WPG Advisers, LLC 0 −100,00 0 −100,00
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 2 950 −0,84 485 1,68
2025-08-13 13F Trustmark National Bank Trust Department 5 515 −2,80 907 −0,44
2025-08-14 13F Silvercrest Asset Management Group Llc 1 507 −4,13 248 −1,98
2025-08-12 13F Forum Private Client Group LLC 2 226 0,32 366 2,81
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 3 217 −1,77 540 10,20
2025-08-14 13F Ancora Advisors, LLC 5 253 −5,45 864 −3,25
2025-07-23 13F Arcadia Investment Advisors Llc 11 0,00 2 0,00
2025-08-08 13F Keyvantage Wealth, Llc 3 932 −6,80 647 −4,58
2025-08-04 13F Murphy Pohlad Asset Management LLC 1 586 2,92 261 5,26
2025-08-08 13F Petix & Botte Co 27 903 −4,61 4 589 −2,28
2025-08-13 13F Brown Advisory Inc 25 846 −4,33 4 251 −2,01
2025-08-14 13F Financial Network Wealth Advisors LLC 45 0,00 7 0,00
2025-07-16 13F Traveka Wealth, LLC 2 711 0,52 446 3,01
2025-08-04 13F IFG Advisory, LLC 1 862 23,39 306 26,45
2025-08-06 13F SOUTH STATE Corp 133 −62,85 22 −63,16
2025-07-15 13F Cordant, Inc. 423 0,00 70 2,99
2025-08-11 13F Mosaic Family Wealth Partners, Llc 41 503 5,88 6 826 8,45
2025-07-17 13F Eclectic Associates Inc /adv 27 000 3,90 4 440 6,45
2025-07-15 13F Total Wealth Planning, Llc 168 612 2,97 27 730 5,48
2025-08-05 13F Retirement Financial Solutions, Llc 5 276 0,00 868 2,36
2025-07-10 13F Kmg Fiduciary Partners, Llc 5 680 0,00 934 2,52
2025-08-14 13F Bank of Marin 2 511 413
2025-08-06 13F Anchor Capital Advisors Llc 0 −100,00 0
2025-08-14 13F Talon Private Wealth, LLC 6 759 −35,72 1 112 −34,18
2025-07-28 13F Duncker Streett & Co Inc 465 0,00 76 2,70
2025-07-16 13F Perigon Wealth Management, LLC 27 022 −1,08 4 444 1,35
2025-07-16 13F Embree Financial Group 2 078 0,00 342 2,40
2025-07-31 13F Optimum Investment Advisors 300 0,00 49 2,08
2025-08-14 13F IHT Wealth Management, LLC 4 943 −10,90 813 −8,76
2025-07-09 13F Towerpoint Wealth, LLC 1 909 0,00 314 2,29
2025-08-12 13F Country Trust Bank 68 0,00 11 10,00
2025-08-13 13F Vertex Planning Partners, LLC 2 663 0,00 438 2,34
2025-07-22 13F IVC Wealth Advisors LLC 28 844 16,10 4 744 18,93
2025-07-30 13F First Citizens Bank & Trust Co 2 603 1,92 428 4,39
2025-07-09 13F Alesco Advisors Llc 47 264 −0,49 7 773 1,94
2025-08-08 13F Thoroughbred Financial Services, Llc 6 014 −15,27 1 −100,00
2025-08-14 13F BTG Pactual Asset Management US LLC 15 2
2025-07-16 13F Tenret Co LLC 31 890 −3,89 5 245 −1,54
2025-08-12 13F BlackRock, Inc. 943 −35,76 155 −34,04
2025-07-23 13F Joel Isaacson & Co., LLC 8 890 35,64 1 462 38,97
2025-08-11 13F Resurgent Financial Advisors LLC 0 −100,00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 48 981 109,74 8 166,67
2025-08-12 13F Choate Investment Advisors 8 787 0,00 1 445 2,48
2025-07-14 13F Clear Harbor Asset Management, LLC 25 579 4,68 4 207 7,24
2025-08-12 13F SRS Capital Advisors, Inc. 25 533 81,14 4 205 85,77
2025-08-14 13F Two Sigma Securities, Llc 1 872 308
2025-08-12 13F Argent Trust Co 10 712 −11,34 1 762 −9,18
2025-07-25 13F Lion Street Advisors, LLC 1 637 0,24 269 2,67
2025-07-29 13F Aspiriant, Llc 3 672 0,00 604 2,38
2025-08-05 13F Cassaday & Co Wealth Management LLC 3 508 −2,56 577 −0,17
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 45 −49,44 7 −50,00
2025-08-06 13F Soltis Investment Advisors LLC 1 796 −3,23 295 −0,67
2025-08-08 13F Citizens Financial Group Inc/ri 5 342 0,00 883 3,03
2025-08-13 13F Fisher Asset Management, LLC 2 087 343
2025-07-24 13F Drucker Wealth 3.0, LLC 14 305 257,09 2 388 271,23
2025-08-07 13F Everhart Financial Group, Inc. 32 246 14,52 5 303 17,32
2025-07-15 13F BCS Wealth Management 2 830 0,00 0
2025-08-08 13F Thrive Capital Management, LLC 21 135 3 476
2025-08-11 13F TAGStone Capital, Inc. 29 178 5,30 4 901 122 400,00
2025-07-29 13F Private Trust Co Na 2 696 18,82 443 21,70
2025-07-15 13F Ballentine Partners, LLC 10 991 0,00 1 808 2,44
2025-08-11 13F Aptus Capital Advisors, LLC 18 817 −2,70 3 095 −0,32
2025-05-14 13F Hill Investment Group Partners, LLC 0 −100,00 0
2025-07-30 13F Retirement Planning Group 1 750 −0,11 288 2,14
2025-08-07 13F Fidelis Capital Partners, LLC 3 150 0,00 526 8,23
2025-08-14 13F Glen Eagle Advisors, LLC 653 0,00 107 2,88
2025-07-29 13F Werba Rubin Papier Wealth Management 14 460 4,12 2 378 6,68
2025-08-14 13F/A Rockefeller Capital Management L.P. 479 638 −9,83 78 881 −7,63
2025-08-14 13F MidWestOne Financial Group, Inc. 10 059 −5,66 1 654 −3,33
2025-08-14 13F Freedom Financial Partners LLC 0 −100,00 0
2025-08-13 13F Grove Street Fiduciary, LLC 136 747 −1,83 22 490 0,56
2025-08-14 13F Fmr Llc 883 771 1,32 145 345 3,79
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 0 −100,00 0
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 7 974 0,00 1 311 2,42
2025-08-14 13F Riggs Asset Managment Co. Inc. 1 −98,04 0 −100,00
2025-08-14 13F Smartleaf Asset Management LLC 1 223 −71,88 201 −70,91
2025-07-17 13F Beacon Capital Management, LLC 864 −17,56 142 −15,48
2025-07-17 13F Sonora Investment Management Group, LLC 1 564 0,00 257 2,39
2025-08-19 13F Anchor Investment Management, LLC 409 1,74 67 4,69
2025-07-30 13F Cullen/frost Bankers, Inc. 402 0,00 66 3,13
2025-07-16 13F Signaturefd, Llc 2 327 −14,54 383 −12,59
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 1 058 −1,03 174 1,75
2025-07-30 13F Gables Capital Management Inc. 6 0,00 1
2025-07-25 13F LRI Investments, LLC 1 0,00 0
2025-08-14 13F DecisionPoint Financial, LLC 93 15
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-08-04 13F Kovack Advisors, Inc. 5 965 3,45 981 6,05
2025-04-11 13F Safeguard Financial, LLC 12 292 −7,56 1 973 −8,28
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 3 009 −0,66 495 1,65
2025-08-11 13F NewEdge Wealth, LLC 5 449 12,70 912 17,53
2025-07-24 13F Us Bancorp \de\ 462 974 11,24 76 154 13,95
2025-07-08 13F Next Level Private LLC 5 729 −0,69 942 1,73
2025-08-14 13F L2 Asset Management, LLC 5 099 839
2025-08-15 13F Strategic Investment Advisors / MI 87 980 9,02 14 497 11,89
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-14 13F Stifel Financial Corp 644 364 6,52 105 973 9,12
2025-07-31 13F 180 Wealth Advisors, Llc 14 217 0,82 2 338 3,31
2025-07-10 13F Professional Financial Advisors, LLC 2 837 1,10 467 3,56
2025-08-11 13F Sierra Capital LLC 2 182 −1,22 0
2025-08-14 13F Obsidian Personal Planning Solutions LLC 1 359 224
2025-08-07 13F Mosaic Financial Group, Llc 2 127 0,00 0
2025-08-07 13F Nwam Llc 7 485 93,96 1 257 103,07
2025-08-12 13F Accredited Wealth Management, LLC 179 0,00 30 3,57
2025-08-11 13F FSA Wealth Management LLC 647 0,15 58 −1,72
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 62 564 8,50 10 289 11,15
2025-07-24 13F Robertson Stephens Wealth Management, LLC 33 653 −4,17 5 564 −1,31
2025-08-07 13F Evoke Wealth, Llc 1 380 −32,81 228 −30,70
2025-08-14 13F Matrix Private Capital Group Llc 749 8,71 124 11,82
2025-07-22 13F Olistico Wealth, LLC 430 0,00 71 1,45
2025-08-04 13F Spire Wealth Management 29 338 0,52 4 825 2,97
2025-07-28 13F Private Wealth Asset Management, LLC 1 793 9,40 295 11,79
2025-08-11 13F One Capital Management, LLC 1 919 6,55 316 9,00
2025-09-09 13F Cambridge Financial Group, LLC 4 546 −14,45 748 −11,81
2025-08-12 13F Insigneo Advisory Services, Llc 18 000 −0,96 2 960 1,47
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 1 842 −29,02 303 −27,40
2025-07-29 13F Financial Guidance Group, Inc. 15 351 −2,97 2 525 −0,59
2025-07-17 13F ERn Financial, LLC 3 944 −2,55 649 −0,15
2025-07-29 13F First Bancorp, Inc /ME/ 3 000 0,00 493 2,49
2025-07-28 13F Brown Financial Advisory 1 463 241
2025-05-07 13F Galvin, Gaustad & Stein, LLC 0 −100,00 0
2025-07-25 13F Keener Financial Planning LLC 316 17,91 0
2025-08-12 13F Peachtree Investment Partners, LLC 422 0,00 69 2,99
2025-07-22 13F Dougherty Wealth Advisers LLC 84 983 9,13 13 976 11,79
2025-07-22 13F Hickory Asset Management, Inc. 7 715 −4,88 1 269 −2,61
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 −100,00 0
2025-08-14 13F/A Skopos Labs, Inc. 267 −6,32 44 −4,44
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 8 648 −1,05 1 422 1,35
2025-08-05 13F Sigma Planning Corp 18 061 −5,03 2 970 −2,69
2025-08-07 13F Topel & Distasi Wealth Management, LLC 5 394 0,00 887 2,54
2025-08-11 13F Regal Investment Advisors LLC 40 892 0,85 6 725 3,32
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4 583 −6,66 754 −3,59
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 149 900 −0,60 24 653 1,83
2025-08-13 13F Flow Traders U.s. Llc 16 662 3
2025-08-12 13F Tocqueville Asset Management L.p. 26 150 −1,64 4 301 0,77
2025-07-14 13F Chapin Davis, Inc. 4 747 1,28 781 3,72
2025-07-17 13F Summit Financial Strategies, Inc. 4 805 75,81 790 80,37
2025-08-01 13F General American Investors Co Inc 13 700 0,00 2 253 2,46
2025-08-11 13F Rockbridge Investment Management, LCC 2 895 −8,56 476 −6,30
2025-08-14 13F Becker Capital Management Inc 4 826 −80,82 798 −80,27
2025-07-22 13F Accel Wealth Management 35 982 0,08 5 918 2,53
2025-08-14 13F Note Advisors, LLC 2 190 −35,13 360 −33,46
2025-08-11 13F Principal Securities, Inc. 35 617 43,76 5 858 46,17
2025-08-04 13F Partners in Financial Planning 1 349 0,00 222 2,31
2025-07-23 13F Intergy Private Wealth, LLC 7 151 2,22 1 176 4,72
2025-07-24 13F Jfs Wealth Advisors, Llc 5 298 0,00 871 2,47
2025-07-18 13F Marino, Stram & Associates Llc 7 176 7,17 1 180 9,87
2025-08-05 13F Huntington National Bank 614 −4,96
2025-08-06 13F Wsfs Capital Management, Llc 88 220 21,69 14 509 24,66
2025-05-08 13F Us Financial Advisors, Llc 5 738 4,18 921 3,37
2025-07-09 13F Wolff Financial Management Llc 9 577 −0,32 2 0,00
2025-07-15 13F Mather Group, Llc. 10 968 0,82 1 804 3,26
2025-08-06 13F Financial Advisory Corp /ut/ /adv 24 502 −1,40 4 33,33
2025-07-31 13F Wealthfront Advisers Llc 10 497 −16,48 1 726 −14,43
2025-07-23 13F ETF Portfolio Partners, Inc. 46 462 7,63 7 641 10,26
2025-04-15 13F Noble Wealth Management PBC 1 333 0,00 214 −0,47
2025-07-16 13F Stillwater Capital Advisors, LLC 18 150 0,30 2 985 2,75
2025-08-14 13F Wealth Preservation Advisors, LLC 13 627 2,19 2 241 4,72
2025-08-12 13F AIMZ Investment Advisors, LLC 13 956 −7,37 2 295 −5,09
2025-07-29 13F Koshinski Asset Management, Inc. 3 377 0,00 555 2,40
2025-08-14 13F Family Management Corp 0 −100,00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 3 502 78,49 576 82,86
2025-08-13 13F Orleans Capital Management Corp/la 1 742 286
2025-08-14 13F LifePlan Investment Advisors, Inc. 24 323 −0,18 4 000 2,28
2025-07-24 13F rebel Financial LLC 16 963 2 804
2025-08-07 13F Midwest Trust Co 53 219 8 752
2025-07-16 13F ORG Partners LLC 674 0,00 112 3,70
2025-08-05 13F NewSquare Capital LLC 1 352 −2,31 222 0,00
2025-07-30 13F Forum Financial Management, LP 1 500 5,63 247 8,37
2025-08-01 13F First Command Advisory Services, Inc. 466 0,00 77 2,70
2025-08-13 13F Shepherd Financial Partners LLC 1 387 0,00 228 2,70
2025-07-30 13F Bleakley Financial Group, LLC 55 116 −0,04 9 064 2,41
2025-08-13 13F Nicolet Advisory Services, Llc 2 532 29,51 420 45,49
2025-08-06 13F Ethos Financial Group, LLC 1 764 292
2025-08-11 13F Pineridge Advisors LLC 101 0,00 17 0,00
2025-08-06 13F Thompson Siegel & Walmsley Llc 2 737 −28,78 0
2025-07-23 13F Ameliora Wealth Management Ltd. 1 750 0,00 288 2,50
2025-08-08 13F ERTS Wealth Advisors, LLC 90 963 −48,39 14 960 −47,13
2025-09-05 13F/A Prospera Capital Management, LLC 1 631 0,00 270 3,07
2025-07-29 13F Signature Estate & Investment Advisors Llc 15 394 −9,56 2 532 −7,36
2025-07-31 13F Buckingham Strategic Partners 42 922 17,83 7 059 20,71
2025-08-14 13F Sunbelt Securities, Inc. 281 2 454,55 45 4 400,00
2025-08-08 13F ProVise Management Group, LLC 84 138 −0,46 13 837 1,98
2025-08-12 13F Integrated Advisors Network LLC 4 755 13,89 782 16,57
2025-07-22 13F Valley National Advisers Inc 18 921 −0,40 3 0,00
2025-08-08 13F Kingsview Wealth Management, LLC 13 567 5,24 2 231 7,83
2025-08-14 13F Financial Engines Advisors L.L.C. 11 818 0,05 1 944 2,53
2025-08-12 13F Global Retirement Partners, LLC 10 702 16,17 1 760 18,12
2025-07-07 13F Versant Capital Management, Inc 132 0,00 22 0,00
2025-04-29 13F Hm Payson & Co 1 013 −62,89 163 −63,27
2025-08-13 13F Lido Advisors, LLC 7 449 1,47 1 231 4,50
2025-07-21 13F Synergy Financial Management, LLC 4 502 27,10 740 30,28
2025-08-04 13F Bristlecone Advisors, LLC 0 −100,00 0
2025-07-10 13F Orgel Wealth Management, LLC 795 512 7,33 130 830 9,95
2025-08-12 13F WealthTrak Capital Management LLC 3 382 −0,21 556 2,21
2025-07-15 13F Signet Financial Management, Llc 17 481 −2,02 2 875 0,35
2025-08-12 13F Putnam Fl Investment Management Co 2 331 0,00 383 2,41
2025-07-14 13F Pacifica Partners Inc. 0 −100,00 0
2025-07-14 13F CJM Wealth Advisers, Ltd. 7 750 0,00 1 275 2,41
2025-07-18 13F TruNorth Capital Management, LLC 1 472 0,00 242 2,54
2025-07-28 13F Sterling Financial Planning, Inc. 20 329 3,43 3 343 5,96
2025-07-29 13F Stratos Wealth Partners, LTD. 9 346 −5,23 1 537 −2,91
2025-08-06 13F Savant Capital, LLC 22 541 8,04 3 707 10,69
2025-08-18 13F Pacific Center for Financial Services 1 209 0,00 199 2,59
2025-08-14 13F Investmark Advisory Group LLC 3 891 0,00 640 2,40
2025-07-09 13F Massmutual Trust Co Fsb/adv 61 740 −5,72 10 154 −3,42
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 110 713 39,29 18 214 44,21
2025-07-28 13F Bridges Investment Management Inc 1 975 −12,73 325 −10,74
2025-08-12 13F Shakespeare Wealth Management, Inc. 170 565 3,25 28 051 5,77
2025-07-17 13F Global Trust Asset Management, LLC 31 0,00 5 0,00
2025-08-13 13F Nicolet Bankshares Inc 11 357 30,39 1 868 33,55
2025-08-08 13F Brickley Wealth Management 46 771 −0,06 7 692 2,38
2025-07-01 13F Harbor Investment Advisory, Llc 31 949 −1,34 5 254 1,08
2025-07-09 13F Aaron Wealth Advisors LLC 5 059 0,00 832 2,46
2025-05-30 NP TBFC - The Brinsmere Fund - Conservative ETF 44 901 7 208
2025-08-11 13F Mill Creek Capital Advisors, LLC 2 932 0,00 482 2,55
2025-07-29 13F Wingate Wealth Advisors, Inc. 4 725 0,00 777 2,51
2025-08-12 13F Laurel Wealth Advisors LLC 3 948 16 350,00 0 −100,00
2025-07-17 13F/A Capital Investment Advisors, LLC 1 424 234
2025-08-06 13F Modera Wealth Management, LLC 84 223 −1,09 13 851 1,32
2025-05-15 13F Tudor Investment Corp Et Al 0 −100,00 0 −100,00
2025-08-04 13F Cottage Street Advisors LLC 1 327 0,00 218 2,35
2025-07-30 13F D.a. Davidson & Co. 54 548 1,64 8 971 4,13
2025-07-31 13F Sage Mountain Advisors LLC 712 0,00 117 2,63
2025-05-30 NP TBFG - The Brinsmere Fund - Growth ETF 54 889 8 812
2025-07-24 13F MSH Capital Advisors LLC 20 381 1,60 3 352 4,07
2025-07-30 13F Fairway Wealth LLC 3 0,00 0
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 2 503 −0,95 412 1,48
2025-07-29 13F BKM Wealth Management, LLC 7 875 2,15 1 295 4,69
2025-08-04 13F Keybank National Association/oh 2 889 −9,83 475 −7,59
2025-08-14 13F Wallace Hart LLC 293 48
2025-07-09 13F OLIO Financial Planning 89 300 3,13 14 686 5,65
2025-08-01 13F Envestnet Asset Management Inc 1 197 397 −20,73 196 897 −18,81
2025-07-22 13F Rockingstone Advisors LLC 4 465 −1,22 734 1,24
2025-08-05 13F Westside Investment Management, Inc. 100 31,58 17 33,33
2025-08-04 13F BLB&B Advisors, LLC 2 982 −20,16 490 −18,20
2025-08-05 13F Gibraltar Capital Management, Inc. 8 973 6,68 1 476 9,26
2025-08-12 13F Pathstone Holdings, LLC 23 832 −18,18 3 919 −16,19
2025-08-12 13F Virtu Financial LLC 5 890 1
2025-07-16 13F Magnus Financial Group LLC 6 098 2,01 1 003 4,48
2025-07-31 13F Dodds Wealth, LLC 1 489 −0,60 245 1,67
2025-08-13 13F Northwestern Mutual Wealth Management Co 1 013 188 4,76 166 629 7,32
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-05-15 13F Millennium Management Llc 0 −100,00 0 −100,00
2025-07-18 13F Consolidated Portfolio Review Corp 4 549 −8,06 748 −5,79
2025-08-06 13F SNS Financial Group, LLC 4 785 −17,29 791 −14,76
2025-08-14 13F Quantinno Capital Management LP 14 335 29,81 2 358 32,94
2025-08-26 13F Zeit Capital LLC 35 447 0,62 5 830 3,08
2025-07-17 13F Mustard Seed Financial, LLC 23 753 4,84 3 906 7,40
2025-05-14 13F REAP Financial Group, LLC 0 −100,00 0
2025-08-19 13F Asset Dedication, LLC 738 0,00 121 2,54
2025-07-31 13F Brighton Jones Llc 20 490 2,04 3 370 4,53
2025-05-06 13F Proficio Capital Partners LLC 0 −100,00 0 −100,00
2025-08-06 13F Commonwealth Equity Services, Llc 459 593 −9,05 76 −7,41
2025-07-15 13F Revisor Wealth Management LLC 1 659 2,16 279 7,31
2025-08-14 13F Marquette Associates, Inc. 1 634 −24,00 269 −22,32
2025-05-01 13F Quest 10 Wealth Builders, Inc. 16 0,00 3 0,00
2025-07-11 13F Capital Advantage, Inc. 42 125 −49,76 6 928 −48,93
2025-07-25 13F SPC Financial, Inc. 53 785 −1,33 8 845 1,07
2025-08-12 13F Lodestone Wealth Management LLC 1 454 0,35 239 3,02
2025-08-01 13F Biltmore Family Office, LLC 1 899 0,00 314 2,96
2025-07-31 13F Jackson Hole Capital Partners, LLC 224 0,00 37 2,86
2025-08-11 13F Inspire Advisors, LLC 3 122 1,63 513 4,06
2025-07-28 13F Founders Grove Wealth Partners, Llc 18 152 6,00 2 985 8,58
2025-08-14 13F CIBC World Markets Inc. 6 101 0,28 1 003 2,77
2025-05-14 13F Capital Square, LLC 0 −100,00 0
2025-08-15 13F Chapman Financial Group, Llc 1 177 −9,04 194 −7,66
2025-07-29 13F Creekside Partners 4 008 0,00 659 2,49
2025-07-23 13F 1 North Wealth Services Llc 1 429 32,19 235 35,84
2025-08-08 13F Empower Advisory Group, LLC 4 821 −0,52 793 1,93
2025-08-13 13F Grantvest Financial Group LLC 3 276 −7,69 539 −5,45
2025-08-11 13F FineMark National Bank & Trust 4 994 −5,76 821 −3,41
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 30 524 −1,95 5 020 0,74
2025-08-14 13F Prudent Investors Network 1 353 0,00 223 2,30
2025-08-14 13F Modern Wealth Management, LLC 6 638 18,98 1 092 21,90
2025-07-25 13F Allspring Global Investments Holdings, LLC 1 076 −2,80 179 1,13
2025-08-11 13F Rothschild Investment Llc 347 30,45 57 35,71
2025-07-31 13F Leavell Investment Management, Inc. 61 413 1,79 10 153 4,83
2025-08-08 13F Truepoint, Inc. 3 981 −16,07 655 −14,06
2025-07-09 13F Sapient Capital Llc 1 442 2,49 238 5,78
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 61 −16,44 10 −9,09
2025-05-12 13F Richard W. Paul & Associates, LLC 0 −100,00 0
2025-07-23 13F Country Club Bank /gfn 5 318 0,00 875 3,43
2025-04-22 13F Mendota Financial Group, LLC 0 −100,00 0
2025-07-16 13F Essex Financial Services, Inc. 5 381 4,12 885 6,63
2025-07-25 13F Northwest Capital Management Inc 237 0,00 39 0,00
2025-08-05 13F Plante Moran Financial Advisors, LLC 2 437 0,91 401 3,36
2025-08-14 13F Mercer Global Advisors Inc /adv 119 241 17,83 19 619 21,16
2025-07-22 13F Wells Trecaso Financial Group, LLC 10 847 0,31 1 784 2,77
2025-07-25 13F Hazlett, Burt & Watson, Inc. 697 6,09 0
2025-07-24 13F Morton Brown Family Wealth, LLC 2 0,00 0
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 27 733 −0,41 4 601 2,93
2025-08-14 13F Staley Capital Advisers Inc 10 285 0,00 1 691 2,42
2025-08-12 13F Holderness Investments Co 2 290 −4,18 377 −1,83
2025-08-05 13F Beckerman Institutional, LLC 2 388 −13,01 0
2025-08-14 13F ICONIQ Capital, LLC 1 979 −1,64 325 0,62
2025-07-14 13F Friday Financial 6 190 15,38 1 018 17,15
2025-07-16 13F Maridea Wealth Management LLC 1 999 0,00 329 2,50
2025-08-13 13F Financial Freedom, LLC 1 603 0,00 264 2,33
2025-05-12 13F Sandy Spring Bank 698 0,00 112 0,00
2025-05-09 13F Advyzon Investment Management, LLC 0 −100,00 0
2025-08-05 13F Ellevest, Inc. 16 000 −85,38 2 631 −85,02
2025-08-18 13F Front Row Advisors LLC 60 −40,00 10 −43,75
2025-08-14 13F RMB Capital Management, LLC 3 322 101,70 549 107,58
2025-07-23 13F Ironwood Financial, llc 5 325 0,00 855 0,00
2025-07-30 13F/A KPP Advisory Services LLC 41 802 −1,04 6 875 1,37
2025-08-15 13F Captrust Financial Advisors 120 148 −1,17 19 759 1,25
2025-07-17 13F Lauterbach Financial Advisors, LLC 3 540 0,00 582 2,46
2025-07-14 13F Narus Financial Partners, LLC 3 137 −21,87 516 −20,03
2025-07-28 13F Verisail Partners, LLC 5 440 0,20 895 2,64
2025-08-07 13F Cahill Financial Advisors Inc 6 462 6,11 1 063 8,70
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-07-18 13F Midwest Financial Group LLC 27 899 1,61 4 588 4,08
2025-07-21 13F Warner Financial, Inc 4 838 −16,94 1
2025-08-05 13F American Institute for Advanced Investment Management, LLP 6 774 −0,19 1 114 2,30
2025-04-09 13F PMG Wealth Management, Inc. 0 −100,00 0
2025-08-11 13F Theory Financial Llc 1 406 0,00 235 4,44
2025-08-19 13F Advisory Services Network, LLC 22 528 7,05 3 770 11,57
2025-08-14 13F Main Street Financial Solutions, LLC 7 420 0,00 1 220 2,43
2025-07-14 13F GAMMA Investing LLC 676 0,00 111 2,78
2025-04-21 13F Accelerate Investment Advisors LLC 0 −100,00 0
2025-07-15 13F MCF Advisors LLC 1 967 0,00 324 2,54
2025-07-17 13F XY Planning Network, Inc. 4 129 679
2025-07-24 13F IFP Advisors, Inc 5 466 −7,72 900 −5,47
2025-08-11 13F Strategic Wealth Partners, Ltd. 4 1
2025-08-08 13F Compass Financial Services Inc 2 0
2025-08-13 13F Level Four Advisory Services, Llc 8 833 −2,34 1 453 0,00
2025-07-01 13F Private Client Services, Llc 3 312 −0,99 545 1,49
2025-07-11 13F Caldwell Securities, Inc 49 0,00 8 14,29
2025-07-23 13F WoodTrust Financial Corp 0 −100,00 0
2025-08-04 13F Evergreen Wealth Management, LLC 7 834 −2,40 1 288 0,00
2025-07-10 13F Fulton Bank, N.a. 2 709 −6,42 446 −4,09
2025-08-14 13F Gotham Asset Management, LLC 3 703 34,41 609 37,56
2025-08-08 13F/A Sterling Capital Management LLC 26 497 67,43 4 358 71,54
2025-08-01 13F Winebrenner Capital Management Llc 2 977 4,09 490 6,54
2025-08-14 13F East Coast Asset Management, LLC. 8 347 0,00 1 373 2,39
2025-07-23 13F TPG Financial Advisors, LLC 2 672 −25,24 439 −23,39
2025-08-05 13F Tiaa Trust, National Association 1 674 337 −2,09 275 361 0,30
2025-08-01 13F Centerpoint Advisors, LLC 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 23 895 −22,90 3 930 −21,03
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-08 13F SBI Securities Co., Ltd. 211 −0,47 35 0,00
2025-07-22 13F Miracle Mile Advisors, LLC 15 995 0,29 2 631 2,73
2025-07-09 13F Goelzer Investment Management, Inc. 5 025 67,11 826 71,37
2025-07-25 13F Concurrent Investment Advisors, LLC 31 906 7,55 5 247 10,18
2025-07-11 13F Busey Wealth Management 6 391 56,14 1 051 59,97
2025-08-14 13F Financial Advisory Service, Inc. 33 349 −0,48 5 485 1,95
2025-08-14 13F FC Advisory LLC 5 189 −5,64 853 −3,29
2025-07-28 13F Fairman Group, LLC 281 0,00 47 4,55
2025-08-07 13F Argent Advisors, Inc. 3 100 0,00 510 2,41
2025-08-12 13F Seeds Investor Llc 8 731 −6,81 1 436 −4,59
2025-04-28 13F Pinnacle Financial Partners Inc 3 909 0,00 628 −0,79
2025-07-22 13F Wealthcare Advisory Partners LLC 25 673 31,48 4 222 34,72
2025-09-03 13F American Trust 5 590 919
2025-07-09 13F Intelligence Driven Advisers, LLC 2 092 0,00 344 2,69
2025-08-13 13F Victory Financial Group, Llc 6 423 −6,10 1 056 −3,83
2025-07-29 13F Balboa Wealth Partners 2 411 396
2025-08-13 13F Fpc Investment Advisory, Inc. 1 182 200
2025-08-13 13F Navis Wealth Advisors, LLC 2 000 0,00 329 2,18
2025-08-08 13F Condor Capital Management 190 501 0,25 31 330 2,70
2025-08-12 13F Founders Financial Alliance, LLC 4 900 0,00 806 2,42
2025-07-17 13F SC&H Financial Advisors, Inc. 9 215 0,00 1 515 2,43
2025-07-10 13F Sterling Financial Group, Inc. 10 520 0,00 1 730 2,49
2025-07-16 13F Kennicott Capital Management Llc 1 439 0,00 237 2,16
2025-08-11 13F Blue Bell Private Wealth Management, Llc 2 964 14,66 487 17,63
2025-08-13 13F Whalerock Point Partners, Llc 2 097 0,00 345 2,38
2025-07-24 13F Von Berge Wealth Management Group, LLC 1 865 −1,17 316 7,51
2025-09-04 13F/A Advisor Group Holdings, Inc. 676 811 115,85 110 261 118,83
2025-08-11 13F Wescott Financial Advisory Group, LLC 8 535 −0,42 1 404 1,96
2025-07-15 13F RTD Financial Advisors, Inc. 76 905 48,86 12 648 52,50
2025-08-06 13F Rialto Wealth Management, LLC 3 286 −0,87 540 1,50
2025-07-24 13F Leo Wealth, LLC 4 970 817
2025-08-25 13F Silverlake Wealth Management Llc 2 910 −0,10 479 2,36
2025-08-13 13F Prossimo Advisors, LLC 4 459 −21,16 1
2025-08-11 13F Culbertson A N & Co Inc 16 208 18,91 2 666 21,80
2025-08-14 13F Royal Bank Of Canada 2 736 032 −16,14 449 969 −14,10
2025-04-15 13F Millburn Ridgefield Corp 0 −100,00 0
2025-08-05 13F Optivise Advisory Services LLC 1 634 −4,56 269 −2,19
2025-08-08 13F Glassman Wealth Services 0 −100,00 0
2025-04-11 13F Annex Advisory Services, LLC 0 −100,00 0
2025-08-14 13F Operose Advisors LLC 1 353 0,00 222 2,30
2025-07-08 13F Prism Advisors, Inc. 32 175 5 292
2025-07-09 13F Inspirion Wealth Advisors, Llc 287 130 −0,86 47 221 1,56
2025-08-13 13F Safe Harbor Fiduciary, LLC 0 −100,00 0
2025-07-14 13F Painted Porch Advisors LLC 12 0,00 2 0,00
2025-07-17 13F Peoples Financial Services Corp. 69 0,00 11 0,00
2025-07-18 13F Vicus Capital 1 220 201
2025-07-21 13F Ascent Group, LLC 16 312 −32,58 2 683 −30,95
2025-07-21 13F Ameritas Advisory Services, LLC 12 450 −10,70 2 048 −8,94
2025-07-30 13F Brookstone Capital Management 9 120 −33,55 1 500 −31,96
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-29 13F Crux Wealth Advisors 4 092 0,00 673 2,44
2025-08-14 13F Ausdal Financial Partners, Inc. 3 494 8,34 575 11,03
2025-08-11 13F HHM Wealth Advisors, LLC 168 0,60 28 3,85
2025-08-12 13F Fairscale Capital, LLC 3 219 −1,77 539 2,28
2025-08-14 13F Arete Wealth Advisors, LLC 2 198 −9,40 0
2025-08-04 13F Pinnacle Associates Ltd 1 989 −2,88 327 −0,30
2025-08-04 13F Amplius Wealth Advisors, LLC 2 995 0,00 493 2,50
2025-08-11 13F Compass Capital Corp /ma/ /adv 2 915 −33,99 487 −26,88
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-07-30 13F Pacific Sun Financial Corp 9 430 −0,42 1 551 1,97
2025-08-06 13F Atlantic Union Bankshares Corp 10 027 −0,65 1 649 1,79
2025-08-08 13F Advisors Capital Management, LLC 2 768 88,30 455 92,80
2025-08-13 13F M&t Bank Corp 1 482 244
2025-07-18 13F Bartlett & Co. Wealth Management Llc 1 077 2,96 178 6,59
2025-07-18 13F Provident Wealth Management, LLC 62 082 −1,09 10 210 1,33
2025-07-29 13F Rodgers & Associates, LTD 358 122 5,34 58 897 7,92
2025-07-15 13F Maseco Llp 1 968 324
2025-08-14 13F Ieq Capital, Llc 9 641 4,10 1 586 6,66
2025-07-28 13F Mutual Advisors, LLC 27 093 2,96 4 621 13,71
2025-07-14 13F Cathy Pareto & Associates, Inc 27 670 −1,08 4 551 1,34
2025-07-29 13F Aire Advisors, Llc 124 417 −0,28 20 462 2,15
2025-07-28 13F Curated Wealth Partners LLC 3 079 0,00 506 2,43
2025-07-29 13F SilverOak Wealth Management LLC 12 069 −0,95 1 985 1,43
2025-08-08 13F Creative Planning 451 331 0,78 74 226 3,24
2025-08-14 13F Cardiff Park Advisors, Llc 9 443 0,00 1 553 2,44
2025-07-24 13F Eastern Bank 49 8
2025-08-14 13F Stage Harbor Financial, Llc 20 628 0,66 3 392 3,13
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 50 079 11,52 8 14,29
2025-07-17 13F Tritonpoint Wealth, Llc 16 027 −3,03 2 650 −0,15
2025-07-17 13F Wagner Wealth Management, Llc 360 0,00 59 3,51
2025-08-08 13F Croban 6 685 5,26 1 099 7,85
2025-08-07 13F Commerce Bank 56 665 −3,09 9 319 −0,72
2025-08-06 13F Texas Yale Capital Corp. 54 858 −0,16 9 022 2,28
2025-08-14 13F UBS Group AG 1 456 386 −0,07 239 517 2,37
2025-08-12 13F Cadence Wealth Management LLC 6 360 −12,52 1 046 −10,37
2025-08-14 13F Glenview Trust Co 27 350 8,27 4 498 10,90
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-24 13F Blair William & Co/il 135 003 3,89 22 203 6,43
2025-08-01 13F Motco 17 0,00 3 0,00
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Value ETF 9 819 −32,93 1 529 −37,09
2025-08-19 13F Cape Investment Advisory, Inc. 66 0,00 11 0,00
2025-08-11 13F Pinnacle Financial Group, LLC / IL 20 340 10,69 3 346 13,42
2025-07-18 13F O'ROURKE & COMPANY, Inc 5 887 −2,24 968 0,21
2025-07-22 13F Merit Financial Group, LLC 40 156 23,63 6 604 26,64
2025-07-22 13F Coastal Investment Advisors, Inc. 0 −100,00 0
2025-07-22 13F Highland Capital Management, Llc 53 007 −0,19 8 718 2,25
2025-04-09 13F Archer Investment Management, LLC 0 −100,00 0
2025-08-04 13F WNY Asset Management, LLC 1 354 −67,58 223 −66,87
2025-08-12 13F Jefferies Financial Group Inc. 0 −100,00 0
2025-08-13 13F StoneX Group Inc. 2 477 0,24 409 3,28
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 0 −100,00 0
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 58 0,00 10 0,00
2025-08-15 13F Nikulski Financial, Inc. 3 510 71,39 577 75,91
2025-07-22 13F DAVENPORT & Co LLC 81 553 6,71 13 412 9,32
2025-07-31 13F Northstar Asset Management Llc 2 865 0,00 471 2,61
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-11 13F Traub Capital Management LLC 370 61
2025-08-11 13F United Capital Financial Advisers, Llc 4 187 3,84 689 6,34
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-12 13F Richmond Investment Services, LLC 3 786 89,49 623 94,38
2025-08-12 13F Lionshead Wealth Management, LLC 9 812 36,71 1 622 40,80
2025-07-08 13F Chemistry Wealth Management LLC 7 054 0,01 1 160 2,47
2025-08-01 13F GoalVest Advisory LLC 1 002 101,20 165 107,59
2025-08-13 13F Ally Invest Advisors Inc. 37 256 −0,18 6 127 2,27
2025-07-17 13F Fifth Third Securities, Inc. 32 801 3,23 5 395 5,74
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 3 724 −6,15 612 −3,92
2025-08-04 13F Ledyard National Bank 104 919 0,04 17 255 2,48
2025-07-11 13F LongView Wealth Management 2 245 −6,26 369 −3,91
2025-07-21 13F Qrg Capital Management, Inc. 3 216 −4,48 529 −2,22
2025-07-11 13F Quad-Cities Investment Group, LLC 2 750 5,73 452 8,39
Other Listings
MX:VOE
GB:0LO7
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista