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

Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
US ˙ ARCA ˙ US9229085389

Grundläggande statistik
Institutionella ägare 1034 total, 1032 long only, 0 short only, 2 long/short - change of 3,91% MRQ
Genomsnittlig portföljallokering 0.4813 % - change of 0,92% MRQ
Institutionella aktier (lång) 35 691 099 (ex 13D/G) - change of −0,84MM shares −2,30% MRQ
Institutionellt värde (lång) $ 9 791 505 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) har 1034 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 35,691,099 aktier. Största aktieägare inkluderar Morgan Stanley, Assetmark, Inc, Royal Bank Of Canada, Bank Of America Corp /de/, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., UBS Group AG, Pnc Financial Services Group, Inc., Truepoint, Inc., and Jones Financial Companies Lllp .

Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (ARCA:VOT) 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 292,89 / share. Previously, on September 23, 2024, the share price was 242,21 / share. This represents an increase of 20,92% over that period.

VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth 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 Growth 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.

VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth 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. 6 202 −1,49 2 0,00
2025-07-24 13F Trust Co Of Toledo Na /oh/ 464 132
2025-07-30 13F Whittier Trust Co Of Nevada Inc 2 202 0,00 626 16,36
2025-07-23 13F Indiana Trust & Investment Management CO 293 0,00 83 16,90
2025-07-03 13F Garde Capital, Inc. 150 0,00 43 16,67
2025-08-08 13F Wealth Alliance 11 527 8,75 3 278 26,42
2025-08-08 13F Pnc Financial Services Group, Inc. 1 098 715 −3,05 312 464 12,70
2025-08-13 13F StoneX Group Inc. 1 805 −24,06 514 −11,53
2025-08-12 13F JMG Financial Group, Ltd. 27 073 −0,01 7 699 16,25
2025-08-14 13F Wick Capital Partners, LLC 22 119 601,74 1 006 30,48
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 412 0,00 0
2025-08-14 13F Horizon Investments, LLC 2 050 17,08 583 36,21
2025-08-04 13F Simon Quick Advisors, Llc 4 381 −11,99 1 246 2,30
2025-07-25 13F Carl Stuart Investment Advisor, Inc 8 692 −1,47 2 472 14,50
2025-08-07 13F Zions Bancorporation, National Association /ut/ 3 632 −0,95 1 033 15,05
2025-07-23 13F Kingswood Wealth Advisors, Llc 2 500 −0,16 711 16,18
2025-07-31 13F Richards, Merrill & Peterson, Inc. 547 0,00 155 16,54
2025-07-28 13F Sagespring Wealth Partners, Llc 3 188 33,50 907 55,14
2025-08-14 13F Strategic Wealth Designers 278 −76,74 79 −73,93
2025-07-29 13F Ballast, Inc. 10 743 3 055
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 1 615 0,00 0
2025-07-25 13F Cwm, Llc 70 442 76,71 20 122,22
2025-08-14 13F CoreCap Advisors, LLC 644 5,57 183 22,82
2025-07-30 13F Patten Group, Inc. 1 111 316
2025-07-25 13F Presilium Private Wealth, Llc 84 976 −1,35 24 166 14,68
2025-08-07 13F Davis R M Inc 1 984 0,00 564 16,29
2025-07-14 13F Kieckhefer Group Llc 23 576 0,02 6 705 16,27
2025-07-15 13F North Star Investment Management Corp. 370 0,00 105 16,67
2025-07-28 13F Sagace Wealth Management LLC 18 477 130,24 5 255 167,65
2025-08-13 13F Legacy Capital Wealth Partners, LLC 2 083 0,00 592 16,31
2025-08-14 13F Wellington Management Group Llp 50 692 −69,42 14 416 −64,45
2025-08-04 13F Spire Wealth Management 3 155 −10,93 897 3,58
2025-08-13 13F Congress Wealth Management LLC / DE / 12 276 25,12 3 491 44,79
2025-08-14 13F Toroso Investments, LLC 42 027 34,88 11 952 56,81
2025-07-25 13F NorthRock Partners, LLC 2 007 0,00 572 16,29
2025-08-14 13F Keystone Financial Services, LLC 2 138 −3,13 608 12,59
2025-07-15 13F Fifth Third Bancorp 42 389 −40,85 12 055 −31,23
2025-07-17 13F Archford Capital Strategies, LLC 1 804 0,00 513 16,33
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-07-18 13F Sicart Associates LLC 965 274
2025-07-30 13F Strategic Blueprint, LLC 913 −46,67 260 −38,04
2025-08-15 13F/A Florida Financial Advisors, Llc 1 603 18,04 456 37,05
2025-08-14 13F Clarity Capital Advisors, LLC 889 253
2025-07-23 13F Proffitt & Goodson Inc 899 0,00 256 16,44
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 200 0,00 57 16,67
2025-08-13 13F SageView Advisory Group, LLC 11 819 −34,14 3 463 −21,12
2025-08-07 13F BOK Financial Private Wealth, Inc. 955 0,00 272 16,74
2025-07-15 13F Patriot Investment Management Inc. 10 972 0,00 3 120 16,24
2025-07-31 13F Moloney Securities Asset Management, LLC 2 104 0,00 598 16,34
2025-08-19 13F National Asset Management, Inc. 2 072 −74,11 589 −70,99
2025-07-24 13F JNBA Financial Advisors 3 842 −0,05 1 093 16,17
2025-07-02 13F Central Pacific Bank - Trust Division 5 0,00 1 0,00
2025-07-16 13F St Germain D J Co Inc 284 0,00 81 15,94
2025-08-04 13F Center for Financial Planning, Inc. 88 0,00 25 19,05
2025-07-09 13F Christopher J. Hasenberg, Inc 0 −100,00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 224 0,00 64 16,67
2025-08-01 13F Redmond Asset Management, LLC 1 013 −3,52 288 12,50
2025-08-12 13F Clark Financial Services Group Inc /bd 14 119 −3,91 4 015 11,71
2025-08-14 13F Evergreen Capital Management Llc 1 274 0,00 363 16,40
2025-07-18 13F Community Financial Services Group, LLC 5 759 −16,14 1 638 −2,50
2025-07-30 13F Klingman & Associates, LLC 1 305 −3,97 371 11,75
2025-07-16 13F ORG Partners LLC 2 219 629
2025-08-05 13F GHP Investment Advisors, Inc. 44 680 −0,94 12 706 15,15
2025-07-18 13F Institute for Wealth Management, LLC. 6 796 53,48 1 933 78,39
2025-08-04 13F Integrity Alliance, Llc. 29 216 3,73 8 309 20,58
2025-07-15 13F Td Private Client Wealth Llc 1 312 −15,46 373 −1,58
2025-08-11 13F Vanguard Group Inc 7 741 0,00 2 202 16,27
2025-05-02 13F Capital A Wealth Management, LLC 13 3
2025-07-10 13F Moody National Bank Trust Division 11 849 −1,55 3 370 14,44
2025-08-13 13F Continuum Advisory, LLC 1 165 −36,34 331 −25,95
2025-08-12 13F Bokf, Na 31 237 17,77 8 883 36,91
2025-08-12 13F Archer Investment Corp 501 118,78 142 153,57
2025-07-16 13F Congress Asset Management Co /ma 4 625 88,01 1 315 118,80
2025-07-15 13F McAdam, LLC 186 310 2,86 52 985 19,58
2025-08-05 13F Bank Of Montreal /can/ 27 416 −3,85 7 797 11,77
2025-07-22 13F Marietta Wealth Management, LLC 24 086 5,06 6 850 22,13
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-13 13F Colonial Trust Advisors 5 102 −3,88 1 451 11,71
2025-07-28 13F Harbour Investments, Inc. 8 661 14,40 2 463 32,94
2025-08-07 13F Kestra Private Wealth Services, Llc 30 326 31,36 8 624 52,72
2025-08-06 13F Washington Trust Bank 2 618 −27,44 745 −15,65
2025-07-30 13F Pittenger & Anderson Inc 28 980 0,00 8 242 16,25
2025-07-31 13F Carnegie Capital Asset Management, LLC 2 909 −23,61 827 −1,43
2025-08-06 13F Strategic Financial Partners, Ltd. 3 010 −2,53 856 13,38
2025-08-07 13F Northwest Bancshares, Inc. 1 027 −2,93 292 13,18
2025-08-15 13F Keel Point, LLC 14 169 0,51 4 029 16,85
2025-08-13 13F Keystone Financial Group 761 −26,40 216 −14,29
2025-07-24 13F Lmcg Investments, Llc 46 270 −3,11 13 159 12,63
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 3 619 −4,41 1 029 11,12
2025-08-13 13F Russell Investments Group, Ltd. 1 166 92,73 332 123,65
2025-07-31 13F Topsail Wealth Management, LLC 138 0,00 39 18,18
2025-08-07 13F Parkside Financial Bank & Trust 214 0,00 61 15,38
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-08-13 13F Sepio Capital, LP 2 722 −13,64 774 0,39
2025-04-22 13F Perfromance Wealth Partners, LLC 0 −100,00 0
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-07-16 13F Register Financial Advisors LLC 6 0,00 2 0,00
2025-07-22 13F MAS Advisors LLC 1 223 −7,42 348 7,43
2025-08-06 13F DDFG, Inc 1 981 −0,05 563 16,32
2025-07-14 13F Sowell Financial Services LLC 3 379 2,33 961 19,08
2025-08-01 13F Ashton Thomas Private Wealth, LLC 7 975 −50,81 2 271 −42,72
2025-07-25 13F Investment Advisory Group, LLC 885 0,00 252 16,20
2025-08-01 13F Strategic Financial Services, Inc, 2 362 −4,95 672 10,54
2025-07-14 13F CRA Financial Services, LLC 837 −4,78 238 10,70
2025-04-10 13F Cathy Pareto & Associates, Inc 0 −100,00 0
2025-07-22 13F Net Worth Advisory Group 5 526 168,64 1 571 212,33
2025-08-14 13F Elevatus Welath Management 838 −36,85 238 −26,54
2025-07-02 13F Dentgroup LLC 4 873 0,41 1 386 16,68
2025-07-28 13F RFG Advisory, LLC 1 578 −34,69 449 −24,07
2025-08-05 13F Tme Financial, Inc. 9 667 978,91 2 749 1 155,25
2025-08-14 13F Windsor Advisory Group, LLC 0 −100,00 0
2025-05-12 13F Mainsail Asset Management, Llc 0 −100,00 0 −100,00
2025-07-29 13F Roof Eidam & Maycock/adv 2 480 0,00 705 16,34
2025-07-16 13F Cahaba Wealth Management, Inc. 0 −100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 173 203 10,07 49 257 27,95
2025-07-15 13F Graypoint LLC 4 339 −0,12 1 234 16,10
2025-07-23 13F Prime Capital Investment Advisors, LLC 1 907 −76,46 542 −72,64
2025-08-07 13F Blackston Financial Advisory Group, LLC 1 062 −4,15 302 11,07
2025-07-10 13F Exchange Traded Concepts, Llc 3 360 956
2025-07-15 13F Evanson Asset Management, LLC 948 0,00 270 16,45
2025-07-17 13F Vermillion Wealth Management, Inc. 485 −1,02 138 15,13
2025-07-14 13F Farmers & Merchants Investments Inc 3 262 7,37 928 24,76
2025-08-14 13F Tudor Financial Inc. 2 355 −27,04 670 −15,21
2025-08-14 13F Goldman Sachs Group Inc 31 342 1,68 8 913 18,21
2025-07-25 13F Concord Wealth Partners 528 252,00 150 316,67
2025-07-30 13F SkyOak Wealth, LLC 817 232
2025-07-29 13F Systelligence, LLC 70 209 19 967
2025-08-14 13F Kovitz Investment Group Partners, LLC 5 654 −10,24 1 608 4,35
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 39 004 8,53 11 092 26,16
2025-08-13 13F Providence Capital Advisors, LLC 114 33
2025-07-22 13F SOL Capital Management CO 10 807 0,00 3 50,00
2025-07-24 13F 3Chopt Investment Partners, LLC 0 −100,00 0
2025-08-13 13F Colonial Trust Co / SC 7 701 1,10 2 190 17,55
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 13 400 77,65 3 811 99,06
2025-05-15 13F Cyrus J. Lawrence, LLC 0 −100,00 0
2025-07-28 13F Copia Wealth Management 1 444 0,00 411 16,15
2025-07-09 13F VisionPoint Advisory Group, LLC 1 156 329
2025-08-11 13F First American Trust, Fsb 6 371 −9,67 1 812 4,99
2025-08-14 13F C M Bidwell & Associates Ltd 173 0,00 49 16,67
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-08-14 13F Mml Investors Services, Llc 151 479 −2,27 43 16,22
2025-04-29 13F Pacific Life Fund Advisors LLC 0 −100,00 0
2025-08-14 13F Sunbelt Securities, Inc. 118 0,00 30 3,57
2025-07-24 13F Costello Asset Management, INC 15 4
2025-08-06 13F Regimen Wealth, Llc 38 625 27,70 10 985 48,39
2025-07-18 13F Ewa, Llc 2 100 −3,85 597 11,80
2025-08-14 13F Coastal Bridge Advisors, LLC 750 213
2025-08-12 13F Jefferies Financial Group Inc. 0 −100,00 0
2025-07-21 13F Hilltop National Bank 5 492 2,64 1 562 15,03
2025-08-12 13F MAI Capital Management 75 190 3,47 21 383 20,29
2025-08-05 13F Snider Financial Group 1 303 0,85 371 17,09
2025-07-18 13F GEN Financial Management, INC. 1 640 −13,23 466 0,87
2025-08-12 13F Horizon Financial Services, Llc 269 −12,38 77 1,33
2025-08-12 13F Titleist Asset Management, Llc 16 280 0,26 4 630 16,54
2025-08-04 13F Pensionmark Financial Group, Llc 111 205 634,22 31 644 754,06
2025-08-13 13F Rsm Us Wealth Management Llc 9 993 2,52 2 846 19,38
2025-08-11 13F Bradley Foster & Sargent Inc/ct 753 214
2025-08-15 13F Cooksen Wealth, LLC 10 176 −5,79 2 894 13,63
2025-08-07 13F Meeder Advisory Services, Inc. 1 866 −35,43 531 −24,93
2025-04-16 13F Signature Resources Capital Management, LLC 0 0
2025-07-08 13F Zrc Wealth Management, Llc 615 0,00 175 16,67
2025-07-14 13F Park Avenue Securities Llc 24 587 −28,20 7 −25,00
2025-07-28 13F BRYN MAWR TRUST Co 132 183 12,71 37 592 31,02
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 1 727 80,84 491 118,22
2025-08-08 13F Avantax Advisory Services, Inc. 32 309 −2,46 9 188 13,39
2025-08-06 13F Sound Financial Strategies Group, LLC 960 273
2025-07-29 13F Fundamentun, Llc 1 964 69,75 559 97,17
2025-08-06 13F Csenge Advisory Group 6 513 −48,01 1 747 −40,52
2025-07-30 13F Principle Wealth Partners Llc 4 591 1 306
2025-08-05 13F EPG Wealth Management LLC 127 0,00 36 16,13
2025-08-14 13F Prestige Wealth Management Group LLC 75 0,00 21 16,67
2025-07-17 13F DiNuzzo Private Wealth, Inc. 249 0,00 71 16,67
2025-08-11 13F Resurgent Financial Advisors LLC 2 280 −6,44 648 8,72
2025-07-07 13F Roxbury Financial LLC 110 0,00 31 10,71
2025-07-18 13F Pure Financial Advisors, Inc. 4 263 −8,03 1 212 6,97
2025-07-28 13F Frazier Financial Advisors, LLC 399 0,00 113 16,49
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-07-15 13F Legacy Financial Group LLC 3 410 0,00 970 16,19
2025-07-23 13F Center For Asset Management LLC 8 866 32,59 2 262 38,29
2025-07-28 13F Wealthspan Partners, Llc 1 847 0,00 525 16,41
2025-07-07 13F Accelerate Investment Advisors LLC 0 −100,00 0
2025-04-23 13F Vectors Research Management, LLC 0 −100,00 0
2025-07-25 13F Sovereign Financial Group, Inc. 1 855 0,49 528 16,85
2025-08-06 13F Legacy Bridge, LLC 656 0,00 187 16,25
2025-08-15 13F CI Private Wealth, LLC 37 736 120,99 10 749 157,34
2025-07-29 13F Ifrah Financial Services, Inc. 15 589 −1,73 4 433 14,25
2025-08-13 13F Quadrant Capital Group Llc 7 023 −2,49 1 997 13,40
2025-07-23 13F Tyche Wealth Partners LLC 2 309 0,00 657 16,31
2025-09-03 13F Q3 Asset Management 15 151 −62,51 4 −55,56
2025-08-12 13F Meridian Wealth Advisors, LLC 1 854 0,00 527 16,34
2025-08-12 13F Long Island Wealth Management, Inc. 996 283
2025-08-15 13F Semmax Financial Advisors Inc. 228 65
2025-07-21 13F Cardinal Strategic Wealth Guidance 44 0,00 13 20,00
2025-07-15 13F Beacon Financial Planning, Inc 3 990 0,00 1 135 16,19
2025-07-15 13F Oxinas Partners Wealth Management LLC 3 428 975
2025-07-17 13F Park Place Capital Corp 800 226
2025-07-29 13F Kanawha Capital Management Llc 2 767 0,00 787 16,27
2025-07-16 13F Asset Allocation & Management Company, LLC 7 329 0,00 2 100,00
2025-07-30 13F Evermay Wealth Management Llc 316 0,00 90 15,58
2025-07-30 13F Cornerstone Advisory, LLC 4 918 0,78 1 399 13,66
2025-07-07 13F Lwm Advisors Inc 1 184 0,00 337 10,89
2025-08-11 13F Lake Street Financial Llc 1 452 0,00 413 16,06
2025-07-02 13F Waller Financial Planning Group, Inc 3 918 2,08 1 114 18,76
2025-07-16 13F Falcon Wealth Planning 6 248 −21,25 1 777 −8,45
2025-07-23 13F Richardson Capital Management LLC 7 −50,00 2 −66,67
2025-07-29 13F May Barnhard Investments LLC 18 493 1,93 5 259 18,50
2025-07-17 13F Paradigm Financial Partners, Llc 795 −85,43 226 −83,06
2025-07-03 13F CPA Asset Management LLC 1 032 0,00 293 16,27
2025-05-29 NP JACFX - John Hancock Mid Cap Growth Fund Class NAV 108 645 26 579
2025-07-21 13F Fortis Capital Advisors, LLC 6 881 −12,02 1 957 2,25
2025-07-14 13F Brady Martz Wealth Solutions, LLC 6 162 −5,00 1 752 10,47
2025-07-14 13F S.A. Mason LLC 1 000 0,00 284 16,39
2025-08-01 13F Planning Directions Inc 19 116 3,35 5 436 20,16
2025-07-30 13F Insight Advisors, LLC/ PA 8 481 −0,46 2 412 15,69
2025-07-30 13F Bogart Wealth, LLC 248 115,65 71 150,00
2025-08-01 13F Bessemer Group Inc 2 880 0,00 1
2025-08-08 13F Emerald Investment Partners, Llc 10 928 −4,26 3 107 11,28
2025-07-30 13F Black Diamond Financial, LLC 59 732 −10,30 16 987 4,28
2025-08-04 13F Savvy Advisors, Inc. 2 962 58,31 842 84,25
2025-08-08 13F Pinney & Scofield, Inc. 101 0,00 29 16,67
2025-07-29 13F Stephens Inc /ar/ 24 676 1,31 7 018 17,77
2025-08-14 13F Garden State Investment Advisory Services LLC 981 279
2025-07-23 13F BankPlus Trust Department 928 0,00 264 15,86
2025-08-01 13F MorganRosel Wealth Management, LLC 29 003 0,26 8 248 16,55
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 294 253 −8,24 83 629 6,59
2025-08-08 13F Sawgrass Asset Management Llc 9 042 −0,86 2 571 15,24
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 331 9,60 94 28,77
2025-08-14 13F Qube Research & Technologies Ltd 789 348,30 224 420,93
2025-07-16 13F Owen LaRue, LLC 7 459 153,28 2 121 194,58
2025-08-14 13F Federation des caisses Desjardins du Quebec 1 608 0,00 457 16,28
2025-08-11 13F Private Advisor Group, LLC 176 802 2,02 50 280 18,60
2025-07-03 13F Arvest Investments, Inc. 44 118 −1,79 12 547 14,17
2025-05-15 13F/A Orion Portfolio Solutions, LLC 6 451 −42,15 1 578 −44,22
2025-07-10 13F Compton Wealth Advisory Group, LLC 46 921 1,13 13 344 17,56
2025-08-04 13F Mesirow Financial Investment Management, Inc. 2 103 0,00 598 16,15
2025-08-14 13F Wetherby Asset Management Inc 0 −100,00 0
2025-07-22 13F Old National Bancorp /in/ 25 711 4,64 7 312 21,63
2025-07-25 13F St. Louis Trust Co 4 289 19,24 1 220 38,68
2025-07-14 13F Cherrydale Wealth Management, Llc 6 001 23,45 1 707 43,48
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 4 232 22,31 1 204 42,20
2025-08-14 13F Synovus Financial Corp 58 045 −2,39 16 538 13,68
2025-08-12 13F AlphaCore Capital LLC 226 0,00 64 16,36
2025-08-14 13F Icon Wealth Advisors, LLC 391 111
2025-08-04 13F Silver Coast Investments LLC 1 311 0,92 373 17,30
2025-07-17 13F City Holding Co 6 100 −2,94 1 735 12,82
2025-05-01 13F Lane & Associates LLC 2 273 −4,17 556 −13,42
2025-07-22 13F/A Duncan Williams Asset Management, LLC 1 281 0,00 364 16,29
2025-08-04 13F AMG National Trust Bank 883 −0,56 251 15,67
2025-08-05 13F Marion Wealth Management 55 201 2,86 15 699 19,58
2025-08-14 13F Gould Capital, LLC 4 0,00 1
2025-08-08 13F Smithfield Trust Co 3 814 −2,36 1
2025-07-09 13F First Financial Corp /in/ 13 0,00 4 0,00
2025-07-10 13F Sovran Advisors, LLC 7 693 66,52 2 189 102,03
2025-07-10 13F Weinberger Asset Management, Inc 9 098 −0,85 2 587 15,29
2025-08-14 13F Allred Capital Management, LLC 849 −32,03 241 −21,31
2025-08-11 13F Nordwand Advisors, LLC 230 0,00 65 16,07
2025-07-28 13F Axxcess Wealth Management, Llc 1 064 1,04 303 17,51
2025-07-21 13F Yeomans Consulting Group, Inc. 968 −7,98 274 6,23
2025-08-13 13F VestGen Advisors, LLC 852 0,00 242 16,35
2025-08-13 13F First Trust Advisors Lp 2 229 −5,63 634 9,71
2025-08-14 13F Colony Group, LLC 33 279 8,52 9 465 26,15
2025-08-13 13F Jones Financial Companies Lllp 767 631 6,08 216 764 22,71
2025-07-18 13F RKL Wealth Management LLC 717 204
2025-07-25 13F We Are One Seven, LLC 4 063 3,81 1 156 20,69
2025-07-11 13F/A Umb Bank N A/mo 9 906 −6,29 2 817 8,93
2025-07-17 13F Fee-Only Financial Planning, L.C. 7 150 −0,07 2 033 16,17
2025-07-30 13F LifeWealth Investments, LLC 5 268 26,94 1 498 47,59
2025-08-05 13F Mathes Company, Inc. 5 820 0,00 2 0,00
2025-08-13 13F Fort Sheridan Advisors Llc 0 −100,00 0
2025-05-15 13F CAPROCK Group, Inc. 18 642 −0,45 4 561 −4,02
2025-05-14 13F Mission Creek Capital Partners, Inc. 0 −100,00 0
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 1 086 −4,40 309 11,19
2025-07-31 13F/A Avion Wealth 5 0,00 0
2025-08-14 13F Snowden Capital Advisors LLC 0 −100,00 0 −100,00
2025-08-13 13F Mount Yale Investment Advisors, LLC 228 65
2025-08-04 13F Creative Financial Designs Inc /adv 7 176 14,63 2 041 33,25
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0 −100,00
2025-08-11 13F Hopwood Financial Services, Inc. 5 0,00 1 0,00
2025-08-04 13F Creekmur Asset Management LLC 295 0,00 84 15,28
2025-08-14 13F Sand Hill Global Advisors, LLC 6 691 3,98 1 903 20,84
2025-08-14 13F Bragg Financial Advisors, Inc 103 948 0,92 29 562 17,31
2025-08-18 13F N.E.W. Advisory Services LLC 1 688 −14,01 480 −0,21
2025-08-12 13F Asset Management Group, Inc. 20 691 −1,17 5 884 14,90
2025-08-12 13F Howe & Rusling Inc 50 0,00 14 16,67
2025-08-14 13F Gen-Wealth Partners Inc 874 3,68 249 20,39
2025-08-04 13F Joseph P. Lucia & Associates, LLC 10 743 0,08 3 055 16,38
2025-08-12 13F LPL Financial LLC 743 504 10,29 211 445 28,21
2025-07-24 13F Papp L Roy & Associates 2 200 0,41 626 16,60
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Domestic ETF 2 542 30,76 723 46,45
2025-07-23 13F Eagle Strategies LLC 55 972 3,17 15 918 19,94
2025-05-05 13F Lindbrook Capital, Llc 17 4
2025-07-16 13F Old North State Wealth Management, LLC 1 863 11,62 531 29,58
2025-07-11 13F First PREMIER Bank 3 761 31,46 1
2025-08-12 13F Cornerstone Wealth Management, LLC 3 611 2,53 1 027 19,16
2025-08-14 13F Diversify Advisory Services, LLC 1 044 −1,97 300 13,26
2025-07-22 13F Grimes & Company, Inc. 5 168 −5,23 1 470 10,12
2025-08-14 13F Wells Fargo & Company/mn 1 492 450 4,66 424 438 21,67
2025-07-09 13F Gilman Hill Asset Management, LLC 797 −5,90 227 9,18
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 2 645 5,34 752 22,48
2025-07-10 13F Rfg Holdings, Inc. 1 221 0,08 347 16,44
2025-08-12 13F Change Path, LLC 3 148 19,20 895 38,76
2025-08-13 13F Beacon Pointe Advisors, LLC 83 087 2,72 23 629 19,41
2025-07-15 13F Cranbrook Wealth Management, LLC 25 348 −0,06 7 209 16,18
2025-04-28 13F CarsonAllaria Wealth Management, Ltd. 0 −100,00 0
2025-08-11 13F Dorsey & Whitney Trust CO LLC 1 379 −4,37 392 11,36
2025-08-12 13F Associated Banc-corp 27 980 27,39 7 957 48,09
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 25 125 2,00 7 145 23,02
2025-07-25 13F McNamara Financial Services, Inc. 3 374 18,84 960 38,18
2025-08-14 13F Alliancebernstein L.p. 4 532 0,96 1 289 17,30
2025-08-07 13F Resources Investment Advisors, LLC. 5 744 −6,51 1 634 8,72
2025-08-14 13F GWM Advisors LLC 128 162 2,79 36 448 19,49
2025-04-30 13F Sofos Investments, Inc. 277 0,00 68 6,35
2025-07-08 13F Heartwood Wealth Advisors LLC 4 005 0,00 1 139 16,24
2025-08-06 13F Eukles Asset Management 181 0,00 51 15,91
2025-07-10 13F Signal Advisors Wealth, LLC 2 004 4,38 570 21,32
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-07-18 13F SOA Wealth Advisors, LLC. 23 368 −18,61 6 646 −5,38
2025-07-17 13F Independence Bank of Kentucky 155 0,00 44 18,92
2025-07-15 13F Mainstream Capital Management LLC 6 431 −0,46 1 829 15,70
2025-07-16 13F New Insight Wealth Advisors 1 069 −11,06 304 3,40
2025-08-13 13F Renaissance Technologies Llc 10 200 343,48 2 901 416,01
2025-08-14 13F D. E. Shaw & Co., Inc. 1 424 0,00 405 16,09
2025-08-11 13F Rothschild Investment Llc 5 −95,00 1 −95,83
2025-08-14 13F Diversify Wealth Management, Llc 733 210
2025-08-12 13F O'shaughnessy Asset Management, Llc 7 017 3,99 1 996 20,91
2025-08-07 13F Addison Advisors LLC 37 114 0,76 10 555 17,12
2025-07-09 13F Praetorian Wealth Management, Inc. 82 059 −15,87 23 337 −2,20
2025-07-31 13F Oppenheimer & Co Inc 3 820 35,85 1 086 58,08
2025-07-08 13F Parallel Advisors, LLC 2 215 73,73 630 102,25
2025-07-09 13F Bank of New Hampshire 745 0,00 212 15,93
2025-08-07 13F David R. Rahn & Associates Inc. 2 779 790
2025-08-07 13F Hughes Financial Services, LLC 476 0,00 138 17,09
2025-07-08 13F Richard P Slaughter Associates Inc 7 381 −31,09 2 099 −19,89
2025-08-14 13F Family Management Corp 6 282 −8,28 1 787 6,63
2025-07-15 13F World Equity Group, Inc. 5 946 −43,76 1 691 −34,65
2025-08-28 NP TFAFX - Tactical Growth Allocation Fund Class I 150 43
2025-07-17 13F Smith Anglin Financial, LLC 5 682 0,00 1 616 16,19
2025-07-21 13F Segment Wealth Management, LLC 860 −78,66 245 −75,23
2025-07-11 13F Grove Bank & Trust 500 0,00 142 16,39
2025-07-14 13F Lee-Kelleher Wealth Management 795 226
2025-07-30 13F Exencial Wealth Advisors, Llc 1 544 0,26 439 16,76
2025-08-06 13F First Horizon Advisors, Inc. 47 677 −6,47 13 559 8,72
2025-08-12 13F Calton & Associates, Inc. 0 −100,00 0
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-21 13F Sterling Investment Counsel, LLC 3 178 −45,00 904 −36,09
2025-07-30 13F Whittier Trust Co 1 366 0,00 388 16,17
2025-08-15 13F Kestra Advisory Services, LLC 135 595 40,69 38 562 63,55
2025-08-11 13F Baldwin Investment Management, LLC 5 150 0,00 1 465 16,28
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 2 414 −21,62 686 −8,90
2025-07-17 13F Catalytic Wealth RIA, LLC 8 964 −1,82 2 549 14,15
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 1 738 32,87 494 54,86
2025-08-15 13F Equitable Holdings, Inc. 180 588 −3,41 51 357 12,29
2025-07-18 13F CHURCHILL MANAGEMENT Corp 11 590 3 296
2025-08-13 13F Rosenblum Silverman Sutton S F Inc /ca 2 465 −0,36 701 15,87
2025-07-22 13F Iron Horse Wealth Management, LLC 513 0,20 146 16,00
2025-08-04 13F Bridgewealth Advisory Group, LLC 2 467 702
2025-08-12 13F Coldstream Capital Management Inc 1 054 0,00 300 16,34
2025-08-05 13F GPS Wealth Strategies Group, LLC 3 676 −12,02 1 045 2,25
2025-08-14 13F Bank Of Hawaii 5 117 11,87 1 455 30,14
2025-08-11 13F Anfield Capital Management, LLC 91 160,00 26 212,50
2025-07-22 13F Willner & Heller, Llc 1 963 0,00 558 16,25
2025-08-14 13F Susquehanna International Group, Llp 6 363 −80,43 1 810 −77,26
2025-07-08 13F Gallacher Capital Management LLC 1 112 0,09 316 16,61
2025-08-06 13F Prospera Financial Services Inc 9 518 2,11 2 708 18,68
2025-05-12 13F Cahill Wealth Management, LLC 2 620 0,11 641 −3,61
2025-08-14 13F Susquehanna International Group, Llp Call 16 200 −2,99 4 607 12,78
2025-08-11 13F Citigroup Inc 10 402 −1,72 2 958 14,25
2025-08-14 13F Susquehanna International Group, Llp Put 6 200 55,00 1 763 80,27
2025-07-18 13F PFG Investments, LLC 1 042 9,34 296 27,04
2025-07-11 13F Farther Finance Advisors, LLC 1 731 −8,56 492 5,58
2025-08-05 13F Prosperity Consulting Group, LLC 19 866 −3,84 5 650 11,77
2025-08-05 13F MidAtlantic Capital Management, Inc. 14 951 0,27 4 252 16,56
2025-08-07 13F Vise Technologies, Inc. 2 372 16,56 675 30,62
2025-08-14 13F Moneta Group Investment Advisors Llc 597 195 20,05 169 836 39,56
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 145 843 3,34 41 812 21,10
2025-07-21 13F Barrett & Company, Inc. 210 0,00 60 15,69
2025-08-08 13F Wrapmanager Inc 3 092 3,72 879 20,58
2025-08-11 13F Western Wealth Management, LLC 3 632 −12,92 1 033 1,18
2025-08-08 13F Arcadia Investment Management Corp/mi 508 0,00 144 16,13
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-07-18 13F Trust Co Of Vermont 333 0,00 95 16,05
2025-08-14 13F Certified Advisory Corp 3 348 7,41 952 24,93
2025-08-04 13F Flagship Harbor Advisors, Llc 2 153 −14,60 612 −0,65
2025-07-23 13F Colony Family Offices, LLC 868 0,00 247 16,51
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-07 13F BHK Investment Advisors, LLC 88 460 −0,85 25 157 15,26
2025-08-12 13F Steward Partners Investment Advisory, Llc 47 707 1,31 13 567 17,77
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 0 −100,00 0
2025-07-22 13F Sage Financial Group Inc 34 937 1,17 9 936 17,62
2025-07-16 13F ORG Wealth Partners, LLC 430 122
2025-08-11 13F October Effect Ltd 1 066 303
2025-08-14 13F Bishop & Co Investment Management, LLC 1 952 49,24 555 73,98
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 1 105 0,00 314 16,30
2025-08-27 13F/A Brinker Capital Investments, LLC 5 178 −19,73 1 473 −6,72
2025-08-14 13F TCG Advisory Services, LLC 1 914 0,00 544 16,24
2025-07-11 13F Meriwether Wealth & Planning, LLC 1 231 0,00 350 16,28
2025-08-14 13F McIlrath & Eck, LLC 122 0,00 35 17,24
2025-07-11 13F Scott Capital Advisors, LLC 1 144 0,00 328 17,56
2025-08-07 13F CENTRAL TRUST Co 17 006 −1,40 4 836 14,62
2025-07-16 13F Plancorp, LLC 3 264 −5,25 928 10,21
2025-08-11 13F Novak & Powell Financial Services, Inc. 2 062 −61,49 586 −55,27
2025-07-21 13F Custos Family Office, LLC 4 635 0,00 1 318 16,33
2025-08-12 13F Coston, McIsaac & Partners 19 0,00 0
2025-07-30 13F Caliber Wealth Management, LLC / KS 1 895 −4,15 539 11,39
2025-07-07 13F Wesbanco Bank Inc 2 729 −3,74 776 11,98
2025-08-08 13F Meridian Wealth Management, LLC 20 764 −8,12 5 900 6,75
2025-07-30 NP QVOY - Q3 All-Season Active Rotation ETF 23 045 −12,12 6 182 −9,33
2025-08-13 13F Capital Analysts, Inc. 2 073 1
2025-07-10 13F Atticus Wealth Management, Llc 272 0,00 77 16,67
2025-04-15 13F Members Wealth Llc 4 908 6,16 1 201 −5,14
2025-08-11 13F HighTower Advisors, LLC 126 470 12,30 35 967 30,55
2025-08-01 13F Bank of Jackson Hole Trust 267 5,95 76 15,38
2025-03-25 13F Arrow Investment Advisors, LLC 0 −100,00 0
2025-07-23 13F Nbt Bank N A /ny 7 242 −2,23 2 060 13,63
2025-08-12 13F Wood Tarver Financial Group, LLC 4 940 0,06 1 −99,92
2025-08-04 13F Bristlecone Advisors, LLC 1 100 4 682,61 313 6 140,00
2025-08-14 13F Inspire Trust Co, N.a. 28 500 14,00 8 105 32,52
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 9 489 368,13 2 699 440,68
2025-07-16 13F Stephenson National Bank & Trust 12 652 195,88 3 598 243,98
2025-08-12 13F Proequities, Inc. 0 0
2025-08-18 13F Finward Bancorp 3 825 0,26 1 088 16,51
2025-05-29 NP JAEVX - Mid Cap Stock Trust NAV 50 303 −21,50 12 306 −1,39
2025-08-04 13F Assetmark, Inc 2 458 167 3,18 699 078 19,94
2025-08-07 13F Winch Advisory Services, LLC 160 0,00 46 15,38
2025-07-15 13F Norden Group Llc 3 548 −48,92 1 009 −40,61
2025-08-06 13F Paladin Advisory Group, LLC 57 0,00 16 23,08
2025-08-13 13F Dynamic Wealth Strategies, LLC 37 11
2025-08-14 13F Mpwm Advisory Solutions, Llc 11 3
2025-08-08 13F Cetera Investment Advisers 165 395 −25,78 47 037 −13,73
2025-08-14 13F EP Wealth Advisors, Inc. 1 229 552 15,80 349 672 34,61
2025-07-10 13F High Net Worth Advisory Group LLC 1 500 0,00 427 16,39
2025-07-15 13F Retirement Income Solutions, Inc 2 030 0,00 577 16,33
2025-07-25 13F Welch Group, LLC 903 10,12 257 28,00
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 9 231 2 625
2025-07-22 13F MBL Wealth, LLC 1 155 7,44 328 25,19
2025-08-14 13F Great Valley Advisor Group, Inc. 13 276 4,12 3 775 21,03
2025-07-14 13F Clayton Financial Group LLC 30 122 −62,12 8 566 −55,97
2025-08-14 13F Aqr Capital Management Llc 2 071 27,92 589 48,48
2025-08-14 13F Bank Of America Corp /de/ 2 001 939 −1,27 569 331 14,78
2025-07-11 13F My Legacy Advisors, LLC 7 867 −17,52 2 246 −3,73
2025-08-01 13F Capital Investment Counsel, LLC 24 071 −3,71 6 846 11,94
2025-07-31 13F Glass Jacobson Investment Advisors llc 557 −42,46 158 −35,51
2025-08-08 13F Fusion Capital, LLC 27 594 5,77 7 848 22,96
2025-08-11 13F Greykasell Wealth Strategies, Inc. 0 −100,00 0
2025-07-11 13F Prosperity Planning, Inc. 32 345 2,52 9 199 19,18
2025-04-09 13F Dakota Community Bank & Trust NA 37 9
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 6 239 7,77 1 774 25,28
2025-08-05 13F Bridgewater Advisors Inc. 2 676 0,00 782 17,44
2025-07-16 13F RWM Asset Management, LLC 17 099 4 863
2025-08-14 13F Redwood Investment Management, Llc 8 755 26,99 2 100,00
2025-08-06 13F Nicholas Hoffman & Company, LLC. 732 208
2025-08-14 13F Dearborn Partners Llc 1 711 −7,71 487 7,28
2025-08-07 13F New England Private Wealth Advisors LLC 1 007 0,00 294 19,51
2025-07-17 13F Michels Family Financial, LLC 4 577 2,19 1 302 18,81
2025-08-13 13F Baird Financial Group, Inc. 76 286 −7,02 21 695 8,09
2025-07-28 13F Courier Capital Llc 859 −18,58 244 −5,43
2025-08-06 13F Vestmark Advisory Solutions, Inc. 13 067 3 716
2025-07-18 13F Cooper Financial Group 712 −16,82 202 −3,35
2025-08-13 13F Cary Street Partners Financial Llc 71 789 130,28 20 416 167,72
2025-07-22 13F Simplicity Wealth,LLC 4 042 1 150
2025-08-12 13F Armor Investment Advisors, LLC 800 0,00 228 16,41
2025-07-24 13F Aurora Private Wealth, Inc. 789 0
2025-07-16 13F Meridian Financial, LLC 8 988 0,39 2 556 16,67
2025-08-13 13F Mayfair Advisory Group, LLC 895 0,00 255 16,51
2025-07-30 13F Financial Perspectives, Inc 770 −5,17 219 10,10
2025-07-31 13F United Community Bank 0 −100,00 0
2025-08-04 13F Twin City Private Wealth, Llc 0 −100,00 0
2025-08-12 13F Manchester Capital Management LLC 4 407 −68,40 1 253 −63,27
2025-07-16 13F Northern Oak Wealth Management Inc 4 430 −0,43 1 260 15,72
2025-07-30 13F TFB Advisors LLC 18 481 −3,44 5 256 12,24
2025-07-30 13F Crewe Advisors LLC 797 76,33 227 105,45
2025-07-24 13F Thompson Investment Management, Inc. 31 −13,89 9 0,00
2025-07-29 13F Regions Financial Corp 6 611 10,94 1 880 29,03
2025-08-13 13F Johnson Financial Group, Inc. 267 187,10 76 245,45
2025-08-28 NP SIRAX - Sierra Tactical All Asset Fund Class A 42 600 −22,40 12 115 −13,03
2025-08-13 13F Vance Wealth, Inc. 2 393 681
2025-07-02 13F First Financial Bank - Trust Division 3 328 0,00 946 16,22
2025-08-13 13F Cerity Partners LLC 27 708 −85,73 7 880 −83,41
2025-07-29 13F Tradewinds Capital Management, LLC 103 18,39 29 38,10
2025-08-06 13F Founders Financial Securities Llc 4 770 −14,42 1 357 −1,45
2025-08-12 13F Jpmorgan Chase & Co 159 128 −24,13 45 255 −11,80
2025-07-29 13F Easterly Investment Partners Llc 917 0,00 261 16,07
2025-08-01 13F Advisory Alpha, LLC 42 933 3,61 12 210 20,44
2025-07-17 13F Genesis Private Wealth, Llc 21 156 1,09 6 017 17,52
2025-07-18 13F Lowery Thomas, Llc 7 097 −4,25 2 018 11,31
2025-08-12 13F OneAscent Financial Services LLC 4 915 −46,08 1 −50,00
2025-08-14 13F Benjamin Edwards Inc 103 550 2,33 29 449 18,95
2025-08-07 13F Gryphon Financial Partners LLC 3 052 0,00 868 16,35
2025-08-12 13F Gladstone Institutional Advisory LLC 2 165 1,55 616 18,04
2025-08-18 13F/A National Bank Of Canada /fi/ 2 859 −10,12 813 4,50
2025-08-29 13F Evolution Wealth Management Inc. 7 2
2025-08-05 13F Mma Asset Management Llc 21 927 20,52 6 236 40,11
2025-08-14 13F Warren Averett Asset Management, LLC 257 449 −3,34 73 216 12,36
2025-07-24 13F WMG Financial Advisors, LLC 1 236 −4,41 352 11,08
2025-08-08 13F Capital Investment Advisory Services, LLC 837 −6,90 238 8,68
2025-07-23 13F Tectonic Advisors Llc 1 249 32,45 355 54,35
2025-07-29 13F Harbor Asset Planning, Inc. 78 22
2025-07-29 13F Calamos Wealth Management LLC 3 170 0,00 902 16,26
2025-08-14 13F Comerica Bank 41 105 0,98 11 690 17,38
2025-08-13 13F MONECO Advisors, LLC 16 188 −3,38 4 604 12,32
2025-08-06 13F Adviser Investments LLC 31 724 −1,54 9 022 14,46
2025-08-13 13F Haverford Trust Co 1 339 0,00 381 16,21
2025-07-10 13F Secure Asset Management, LLC 1 622 −6,57 461 8,73
2025-08-07 13F Verus Capital Partners, Llc 5 916 −0,40 1 682 15,76
2025-08-14 13F SWAN Capital LLC 45 147 81,59 12 839 111,10
2025-07-23 13F Valmark Advisers, Inc. 830 0,00 236 16,26
2025-07-28 13F Revolve Wealth Partners, LLC 3 330 23,52 947 43,55
2025-08-12 13F Jacobi Capital Management LLC 764 217
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-07-08 13F Davis Investment Partners, LLC 50 482 −2,43 14 290 17,30
2025-07-29 NP MVFG - Monarch Volume Factor Global Unconstrained Index ETF 0 −100,00 0 −100,00
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-09-19 13F Base Wealth Management LLC 7 345 14,80 2 089 33,42
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-05 13F Crestwood Advisors Group LLC 11 455 −2,09 3 258 13,80
2025-08-06 13F Quadrant Private Wealth Management, LLC 6 416 2,97 1 827 19,88
2025-08-13 13F Willis Johnson & Associates, Inc. 16 261 8,51 4 624 26,13
2025-08-14 13F Citadel Advisors Llc Put 1 300 44,44 370 67,73
2025-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 1 767 16,79 502 35,68
2025-07-31 13F Opes Wealth Management LLC 53 940 5,57 15 340 22,72
2025-08-14 13F Oxford Financial Group Ltd 386 0,00 110 15,96
2025-08-14 13F Citadel Advisors Llc Call 1 800 50,00 512 74,40
2025-07-18 13F Pennsylvania Capital Management Inc /adv 4 487 1 276
2025-08-11 13F United Advisor Group, LLC 772 220
2025-08-14 13F JPL Wealth Management, LLC 14 402 0,50 4 096 16,83
2025-07-17 13F Sound Income Strategies, LLC 10 539 180,14 2 997 225,76
2025-08-14 13F Fwl Investment Management, Llc 518 0,00 147 16,67
2025-07-17 13F Stephens Group Asset Management, Llc 380 178 9,30 108 119 27,06
2025-07-25 13F PrairieView Partners, LLC 446 −42,67 0
2025-08-08 13F Larson Financial Group LLC 1 315 93,10 374 125,30
2025-07-22 13F Hrc Wealth Management, Llc 31 128 22,69 8 852 42,64
2025-07-24 13F KC Investment Advisors, LLC 2 480 1,35 705 17,89
2025-07-07 13F Bangor Savings Bank 440 0,00 125 16,82
2025-08-12 13F Nemes Rush Group LLC 0 −100,00 0
2025-08-15 13F Howland Capital Management Llc 1 175 −11,32 335 3,09
2025-07-17 13F Willow Creek Wealth Management Inc. 1 286 366
2025-08-11 13F Heritage Wealth Advisors 129 0,00 37 16,13
2025-08-13 13F Summit Wealth Group Llc / Co 5 206 1 483
2025-08-07 13F Montag A & Associates Inc 0 −100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 43 565 4,21 12 20,00
2025-08-05 13F HFG Advisors, Inc. 21 357 1,71 6 074 18,24
2025-07-07 13F Wilson & Boucher Capital Management, LLC 1 200 0,00 341 16,38
2025-07-17 13F Clean Yield Group 254 0,00 72 16,13
2025-07-15 13F Kwmg, Llc 133 762 1,57 38 041 18,07
2025-07-23 13F Winthrop Advisory Group LLC 797 227
2025-08-15 13F Fft Wealth Management Llc 3 287 0,00 946 17,66
2025-07-18 13F Truist Financial Corp 257 550 −6,80 73 245 8,34
2025-04-30 13F POM Investment Strategies, LLC 0 −100,00 0
2025-08-08 13F Gts Securities Llc 7 742 193,59 2 202 241,24
2025-07-16 13F Dakota Wealth Management 85 688 7,37 24 370 24,82
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-01 13F Alexander Labrunerie & Co., Inc. 4 943 −87,04 1 406 −84,94
2025-08-06 13F Legacy Wealth Managment, LLC/ID 43 0,00 12 20,00
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 356 256 −1,00 101 287 15,09
2025-07-25 13F Verdence Capital Advisors LLC 2 202 −15,37 626 −1,57
2025-07-29 13F Gladwyn Financial Advisors, Inc. 33 967 9 660
2025-07-28 13F Holistic Planning, LLC 7 374 0,61 2 097 17,02
2025-07-29 13F Wealthstream Advisors, Inc. 1 373 0,00 390 16,42
2025-04-02 13F Marcum Wealth, LLC 7 546 −0,67 1 846 −4,20
2025-08-06 13F Paulson Wealth Management Inc. 2 900 −4,48 825 11,05
2025-07-29 13F Chicago Partners Investment Group LLC 10 866 0,18 3 152 14,58
2025-08-14 13F Connecticut Wealth Management, LLC 39 020 −1,10 11 097 14,97
2025-08-08 13F Mv Capital Management, Inc. 391 0,00 111 16,84
2025-08-12 13F Franklin Resources Inc 137 −88,94 39 −87,46
2025-04-29 13F Hm Payson & Co 0 −100,00 0
2025-07-14 13F Baring Financial LLC 14 103 4,97 4 011 22,03
2025-07-21 13F Ashton Thomas Securities, Llc 168 0,00 48 14,63
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 275 0,00 78 16,42
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-07-30 13F Rehmann Capital Advisory Group 1 980 −19,84 563 −6,79
2025-08-19 13F Anchor Investment Management, LLC 2 035 3,51 579 20,42
2025-08-13 13F Natixis Advisors, L.p. 83 918 1,47 24 15,00
2025-04-23 13F B.O.S.S. Retirement Advisors, LLC 0 −100,00 0
2025-04-25 13F EnRich Financial Partners LLC 0 −100,00 0
2025-08-07 13F Flagship Wealth Advisors, Llc 295 0,00 84 15,28
2025-07-31 13F Optimum Investment Advisors 190 0,00 54 17,39
2025-08-01 13F American Financial & Tax Strategies Inc 12 606 −0,34 3 585 15,87
2025-07-10 13F Shira Ridge Wealth Management 15 824 0,49 4 500 16,82
2025-08-14 13F Transamerica Financial Advisors, Inc. 31 117 5,24 8 849 126 314,29
2025-07-17 13F XML Financial, LLC 3 842 2,24 1 093 18,82
2025-07-25 13F LRI Investments, LLC 615 0,00 175 16,00
2025-07-31 13F City State Bank 1 002 0,00 285 15,92
2025-08-11 13F Avantax Planning Partners, Inc. 48 897 64,24 13 906 90,92
2025-08-06 13F Hallmark Capital Management Inc 14 170 −1,72 4 030 14,23
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 4 017 25,02 983 57,12
2025-08-13 13F Northern Trust Corp 16 001 −9,75 4 551 4,91
2025-07-23 13F SGL Investment Advisors, Inc. 1 676 5,01 477 16,38
2025-07-29 13F Sigma Investment Counselors Inc 928 0,00 264 15,86
2025-07-30 13F Fingerlakes Wealth Management, Inc. 9 427 0,17 2 681 16,46
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-14 13F Peapack Gladstone Financial Corp 1 340 28,85 0
2025-07-16 13F/A CX Institutional 29 894 12,16 9 33,33
2025-07-22 13F Checchi Capital Advisers, LLC 26 595 126,22 7 563 162,97
2025-08-14 13F Integrated Wealth Concepts LLC 15 075 −4,84 4 287 10,63
2025-07-18 13F Centricity Wealth Management, LLC 475 0,00 135 16,38
2025-08-11 13F Wealthspire Advisors, LLC 102 622 −11,49 29 185 2,89
2025-07-31 13F New Hampshire Trust 1 212 0,00 345 16,22
2025-08-13 13F Cresset Asset Management, LLC 13 471 0,02 3 837 16,48
2025-07-07 13F Peterson Wealth Advisors, LLC 1 010 −0,69 287 28,13
2025-07-24 13F Horizon Bancorp Inc /in/ 2 592 0,70 1
2025-08-11 13F Lowe Brockenbrough & Co Inc 7 915 0,00 2 251 16,22
2025-07-17 13F Oakworth Capital, Inc. 3 475 0,00 988 16,24
2025-08-05 13F Freestone Capital Holdings, LLC 1 825 −1,62 519 14,57
2025-08-14 13F Betterment LLC 82 993 4,04 24 21,05
2025-07-25 13F Stephens Consulting, LLC 37 0,00 11 11,11
2025-07-29 13F Angeles Wealth Management, Llc 225 0,00 64 14,55
2025-07-17 13F Dopkins Wealth Management, Llc 884 0,00 251 16,20
2025-08-14 13F Geneva Partners, LLC 5 709 0,39 1 624 16,68
2025-08-12 13F Goepper Burkhardt LLC 21 286 −12,34 6 054 1,90
2025-08-13 13F GeoWealth Management, LLC 0 −100,00 0
2025-07-28 13F Ritholtz Wealth Management 3 072 −1,95 874 13,97
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 29 700 −29,79 8 446 −21,31
2025-07-08 13F/A Salem Investment Counselors Inc 3 121 −11,11 889 3,50
2025-08-12 13F CIBC Private Wealth Group, LLC 22 346 12,21 6 355 47,55
2025-07-25 13F Wells Financial Advisors INC 1 356 0,00 386 16,31
2025-08-05 13F Tsfg, Llc 10 736 −4,19 3 50,00
2025-07-18 13F Parsons Capital Management Inc/ri 1 116 −0,89 317 15,27
2025-07-22 13F Berkshire Money Management, Inc. 6 200 0,00 1 763 16,29
2025-08-05 13F Key FInancial Inc 891 0,56 253 17,13
2025-08-05 13F Strategic Financial Concepts, LLC 3 636 −50,46 1 034 −42,40
2025-07-11 13F Bouvel Investment Partners, LLC 2 548 −82,27 725 −79,31
2025-04-21 13F O'Dell Group, LLC 0 −100,00 0
2025-07-09 13F Beacon Financial Group 1 566 −0,38 445 15,89
2025-07-29 13F Stratos Wealth Advisors, LLC 10 276 10,39 2 923 28,33
2025-08-14 13F Atomi Financial Group, Inc. 1 090 −31,83 310 −20,97
2025-08-08 13F Financial Gravity Companies, Inc. 170 −38,63 48 −31,43
2025-08-04 13F Waterfront Wealth Inc. 2 835 0,14 806 16,47
2025-07-25 13F Richardson Financial Services Inc. 1 144 −47,31 324 −39,17
2025-08-14 13F Visionary Wealth Advisors 8 141 3,59 2 315 20,45
2025-08-14 13F Capitolis Liquid Global Markets LLC 17 400 −43,14 4 948 −33,89
2025-08-08 13F WP Advisors, LLC 2 097 0,00 596 16,18
2025-08-14 13F Mariner, LLC 153 983 −0,63 43 791 15,52
2025-08-07 13F Allworth Financial LP 45 382 1,74 12 906 18,05
2025-07-16 13F Independent Wealth Network Inc. 2 806 0,36 798 16,52
2025-08-06 13F Garrison Point Advisors, Llc 725 −15,20 206 −1,44
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 2 717 146,11 773 175,71
2025-08-08 13F Accredited Investors Inc. 982 0,00 279 16,25
2025-08-13 13F F/M Investments LLC 1 862 −9,70 530 4,96
2025-07-25 13F Johnson Investment Counsel Inc 3 032 −24,18 862 −11,86
2025-07-17 13F Alpine Bank Wealth Management 6 952 2,86 1 977 19,60
2025-08-12 13F/A Cozad Asset Management Inc 5 340 0,36 1 519 16,68
2025-05-09 13F Delta Financial Group, Inc. 1 161 2,29 0
2025-08-13 13F Smith, Moore & Co. 991 0,00 282 16,12
2025-07-10 13F Wedmont Private Capital 11 308 5,51 3 243 29,88
2025-08-14 13F Raymond James Financial Inc 391 079 5,21 111 219 22,31
2025-08-05 13F Mission Wealth Management, Lp 1 290 0,00 367 16,19
2025-07-14 13F Acropolis Investment Management, LLC 1 423 0,57 405 16,76
2025-07-30 13F White Lighthouse Investment Management Inc. 12 432 5,71 3 536 22,87
2025-08-13 13F 1832 Asset Management L.P. 147 242 −3,57 41 874 12,09
2025-07-24 13F Forefront Analytics, LLC 6 235 1 773
2025-07-15 13F Kentucky Trust Co 100 0,00 28 16,67
2025-07-17 13F HB Wealth Management, LLC 22 514 −0,37 6 403 15,83
2025-08-14 13F Fiduciary Trust Co 1 194 −25,38 340 −13,30
2025-08-05 13F Cassaday & Co Wealth Management LLC 106 479 −3,28 30 282 12,44
2025-08-13 13F My Purposeful Wealth Corp. 7 169 24,42 2 072 46,98
2025-05-07 13F Woodard & Co Asset Management Group Inc /adv 0 −100,00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 3 381 2,80 962 19,53
2025-08-11 13F Amara Financial, Llc. 1 474 −0,41 419 15,75
2025-07-14 13F Abound Wealth Management 210 54,41 60 78,79
2025-08-05 13F NewSquare Capital LLC 725 −1,63 206 14,44
2025-08-11 13F TD Waterhouse Canada Inc. 185 0,00 52 15,56
2025-05-15 13F Lgl Partners, Llc 0 −100,00 0
2025-08-04 13F Balentine LLC 253 0,00 72 16,39
2025-07-11 13F Pinnacle Bancorp, Inc. 2 466 −2,22 701 13,80
2025-07-21 13F Ameriflex Group, Inc. 5 698 1,51 1 595 16,17
2025-08-15 13F Northeast Financial Consultants Inc 5 489 0,00 1 561 16,32
2025-08-12 13F Ameritas Investment Partners, Inc. 403 0,00 115 16,33
2025-07-08 13F Nbc Securities, Inc. 82 0,00 0
2025-07-11 13F Seacrest Wealth Management, Llc 2 038 9,81 580 27,53
2025-08-06 13F/A Headland Capital, LLC 1 119 0,00 318 16,48
2025-07-17 13F Janney Montgomery Scott LLC 64 825 −14,23 18 0,00
2025-08-06 13F Golden State Wealth Management, LLC 48 0,00 14 18,18
2025-04-24 13F Mascoma Wealth Management LLC 0 −100,00 0
2025-08-13 13F Hsbc Holdings Plc 1 355 −8,94 385 5,77
2025-05-05 13F PCA Investment Advisory Services Inc. 0 −100,00 0
2025-08-13 13F Royal Fund Management, LLC 5 282 −5,51 1 510 9,19
2025-07-24 13F Capital Advisors, Ltd. LLC 10 303 0,20 3 0,00
2025-08-07 13F Ibex Wealth Advisors 1 139 324
2025-07-07 13F Horizons Wealth Management 195 0,00 55 17,02
2025-08-01 13F Logan Capital Management Inc 0 −100,00 0
2025-07-14 13F GAMMA Investing LLC 178 71,15 51 100,00
2025-08-07 13F FDx Advisors, Inc. 3 219 −3,57 1
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 667 −72,09 190 −67,64
2025-04-17 13F Life Planning Partners, Inc 0 −100,00 0 −100,00
2025-08-13 13F Wambolt & Associates, LLC 7 511 −2,38 2 126 12,20
2025-07-18 13F First United Bank Trust/ 17 355 −7,97 4 936 6,98
2025-08-13 13F Holos Integrated Wealth LLC 597 0,00 170 15,75
2025-05-06 13F Proficio Capital Partners LLC 0 −100,00 0 −100,00
2025-08-06 13F Legacy Investment Solutions, LLC 43 0,00 12 9,09
2025-07-17 13F Venture Visionary Partners LLC 8 445 4,22 2 402 21,14
2025-08-14 13F Jane Street Group, Llc 5 613 1 596
2025-07-22 13F Belpointe Asset Management LLC 60 970 466,64 17 339 558,78
2025-08-01 13F Gwn Securities Inc. 3 756 32,53 1 079 51,62
2025-08-11 13F VSM Wealth Advisory, LLC 10 0,00 3 0,00
2025-08-06 13F Rothschild & Co Wealth Management UK Ltd 3 842 −0,85 1 093 15,31
2025-08-06 13F Simmons Bank 8 244 −9,13 2 345 5,63
2025-07-03 13F Collective Family Office Llc 4 614 −8,31 1 312 6,58
2025-08-04 13F UNIVEST FINANCIAL Corp 1 658 0,00 471 16,30
2025-07-01 13F Harbor Investment Advisory, Llc 20 053 −1,58 5 703 14,41
2025-08-01 13F Zhang Financial LLC 1 111 −0,80 316 15,38
2025-08-08 13F Hartland & Co., LLC 13 229 −1,39 3 762 14,63
2025-07-07 13F Trust Co 149 104 −6,20 42 404 9,04
2025-04-10 13F EWG Elevate Inc. 0 −100,00 0
2025-05-15 13F WPG Advisers, LLC 0 −100,00 0 −100,00
2025-08-14 13F Ancora Advisors, LLC 25 0,00 7 16,67
2025-08-11 13F Aviso Wealth Management 2 777 0,00 790 16,20
2025-08-05 13F Prosperity Wealth Management, Inc. 1 359 387
2025-08-14 13F Silvercrest Asset Management Group Llc 2 544 0,00 723 16,24
2025-08-12 13F J.w. Cole Advisors, Inc. 14 111 88,05 4 013 118,69
2025-08-29 13F Centaurus Financial, Inc. 1 584 −25,35 0
2025-07-25 13F Apollon Wealth Management, LLC 12 876 −1,37 3 662 14,66
2025-08-13 13F Trustmark National Bank Trust Department 22 479 1,63 6 393 18,13
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 0 −100,00 0 −100,00
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 0 −100,00 0 −100,00
2025-08-13 13F EverSource Wealth Advisors, LLC 5 338 −5,40 1 518 10,00
2025-07-08 13F Madison Park Capital Advisors, LLC 1 474 0,00 419 16,39
2025-08-08 13F Petix & Botte Co 2 136 0,00 607 16,28
2025-07-14 13F Gries Financial Llc 735 209
2025-08-13 13F Brown Advisory Inc 19 281 −2,19 5 483 13,71
2025-07-15 13F Total Wealth Planning, Llc 65 148 2,02 18 528 18,60
2025-08-06 13F SOUTH STATE Corp 590 0,51 168 16,78
2025-07-15 13F Cordant, Inc. 604 0,00 172 16,33
2025-08-04 13F IFG Advisory, LLC 10 205 3,21 2 902 19,97
2025-08-11 13F Mosaic Family Wealth Partners, Llc 19 440 0,02 5 528 16,28
2025-07-23 13F Element Wealth, LLC 901 0,00 256 16,36
2025-07-17 13F Eclectic Associates Inc /adv 19 664 −0,65 5 592 15,47
2025-07-10 13F Kmg Fiduciary Partners, Llc 3 651 0,00 1 038 16,24
2025-08-08 13F Keyvantage Wealth, Llc 1 260 0,00 358 16,23
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-14 13F Bank of Marin 2 367 673
2025-07-17 13F Enclave Advisors LLC 2 656 0,00 755 16,33
2025-08-14 13F Talon Private Wealth, LLC 8 918 9,61 2 536 27,44
2025-08-13 13F Everstar Asset Management, LLC 1 670 0,00 475 16,18
2025-07-16 13F Perigon Wealth Management, LLC 17 696 −1,24 5 033 14,81
2025-07-28 13F Duncker Streett & Co Inc 330 0,00 94 16,25
2025-07-22 13F IVC Wealth Advisors LLC 22 891 11,35 6 510 29,43
2025-08-12 13F Accredited Wealth Management, LLC 72 0,00 21 17,65
2025-08-14 13F IHT Wealth Management, LLC 5 324 5,03 1 514 22,10
2025-08-04 13F Field & Main Bank 90 0,00 26 13,64
2025-07-30 13F First Citizens Bank & Trust Co 716 204
2025-08-13 13F Vertex Planning Partners, LLC 1 766 −6,86 502 8,42
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-29 13F Private Trust Co Na 1 650 23,60 469 43,87
2025-08-06 13F Penserra Capital Management LLC 0 −100,00 0
2025-07-16 13F Tenret Co LLC 20 260 −4,23 5 762 11,32
2025-08-12 13F BlackRock, Inc. 553 0,00 157 16,30
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 20 074 5,27 6 25,00
2025-07-23 13F Joel Isaacson & Co., LLC 7 568 5,13 2 152 22,20
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-12 13F Clearwater Capital Advisors, LLC 3 831 0,00 1 089 16,22
2025-08-12 13F Choate Investment Advisors 870 247
2025-08-12 13F Argent Trust Co 6 275 −11,93 1 785 2,35
2025-07-14 13F Clear Harbor Asset Management, LLC 2 084 0,00 593 16,31
2025-04-30 13F J Hagan Capital, Inc. 10 079 2 558
2025-08-07 13F Topel & Distasi Wealth Management, LLC 0 −100,00 0
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 6 360 −0,11 1 809 16,12
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-07-29 13F Aspiriant, Llc 2 398 0,00 682 16,21
2025-08-07 13F Everhart Financial Group, Inc. 22 659 11,71 6 444 29,89
2025-05-13 13F Spreng Capital Management, Inc. 0 −100,00 0
2025-08-08 13F Citizens Financial Group Inc/ri 19 299 4,90 5 497 22,13
2025-08-08 13F Atlantic Trust, LLC 150 0,00 43 16,67
2025-07-17 13F/A Capital Investment Advisors, LLC 714 203
2025-08-13 13F Fisher Asset Management, LLC 1 380 392
2025-07-10 13F Oldfather Financial Services, LLC 921 262
2025-07-15 13F BCS Wealth Management 2 447 0,00 1
2025-07-15 13F Ballentine Partners, LLC 11 904 −1,24 3 385 14,82
2025-08-12 13F SRS Capital Advisors, Inc. 21 364 −4,74 6 112 11,39
2025-08-08 13F Thrive Capital Management, LLC 22 547 6 412
2025-08-11 13F Aptus Capital Advisors, LLC 445 48,83 127 72,60
2025-07-18 13F Swp Financial Llc 734 209
2025-07-22 13F Olistico Wealth, LLC 475 0,00 135 16,38
2025-08-12 13F Passive Capital Management, LLC. 1 789 0,00 506 15,79
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 185 53
2025-08-14 13F MidWestOne Financial Group, Inc. 6 335 −10,12 1 802 4,47
2025-08-07 13F Fidelis Capital Partners, LLC 8 389 28,08 2 424 50,37
2025-08-14 13F Glen Eagle Advisors, LLC 185 −50,40 53 −42,86
2025-08-14 13F Fmr Llc 252 660 0,19 71 854 16,47
2025-08-11 13F Portside Wealth Group, LLC 0 −100,00 0
2025-07-10 13F Moller Financial Services 3 336 −2,06 949 13,81
2025-07-18 13F Trilogy Capital Inc. 2 164 12,77 616 31,13
2025-08-14 13F Riggs Asset Managment Co. Inc. 57 0,00 16 14,29
2025-07-17 13F Beacon Capital Management, LLC 352 172,87 100 222,58
2025-08-14 13F Smartleaf Asset Management LLC 3 287 −32,71 928 −22,15
2025-07-29 13F Werba Rubin Papier Wealth Management 9 388 3,48 2 670 20,28
2025-04-11 13F Safeguard Financial, LLC 6 968 −6,94 1 705 −10,32
2025-07-16 13F Signaturefd, Llc 686 −11,37 195 3,17
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 1 363 0,00 388 16,22
2025-08-11 13F NewEdge Wealth, LLC 33 065 1,58 9 520 19,54
2025-07-17 13F Greenhouse Wealth Management, LLC 3 888 0,00 1 106 16,19
2025-07-24 13F Us Bancorp \de\ 114 342 15,35 32 536 34,09
2025-07-17 13F Global Trust Asset Management, LLC 10 0,00 3 0,00
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-08-14 13F L2 Asset Management, LLC 845 240
2025-08-19 13F Newbridge Financial Services Group, Inc. 24 675 17,76 7 017 36,89
2025-07-30 13F Cullen/frost Bankers, Inc. 767 0,00 218 16,58
2025-08-15 13F Strategic Investment Advisors / MI 51 291 9,27 14 611 27,25
2025-08-14 13F Stifel Financial Corp 465 109 1,46 132 278 17,95
2025-07-11 13F SILVER OAK SECURITIES, Inc 1 232 21,86 350 42,28
2025-08-11 13F Sierra Capital LLC 3 924 −28,45 1 0,00
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 2 723 −2,33 774 13,49
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 7 751 36,08 2 204 58,22
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 12 973 22,43 3 689 47,68
2025-08-14 13F Obsidian Personal Planning Solutions LLC 1 494 0,00 425 14,29
2025-08-07 13F Nwam Llc 13 458 −12,27 3 827 2,00
2025-08-05 13F Next Capital Management LLC 6 430 0,00 1 829 16,21
2025-07-29 13F Activest Wealth Management 0 0
2025-08-11 13F FSA Wealth Management LLC 2 502 0,00 411 2,49
2025-08-14 13F Matrix Private Capital Group Llc 604 0,00 172 17,01
2025-05-07 13F Pinnacle Wealth Management Advisory Group, LLC 0 −100,00 0
2025-08-14 13F Adventist Health System/ West 131 150 0,00 37 298 16,25
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 31 567 8,09 8 977 25,66
2025-07-28 13F Private Wealth Asset Management, LLC 393 0,00 112 15,63
2025-07-14 13F Chapin Davis, Inc. 1 251 0,00 356 16,01
2025-08-12 13F Insigneo Advisory Services, Llc 2 039 0,00 580 16,27
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 915 −30,94 260 −19,75
2025-07-23 13F Steel Peak Wealth Management LLC 2 176 0,00 620 16,35
2025-08-11 13F One Capital Management, LLC 2 354 10,41 669 28,41
2025-07-25 13F Keener Financial Planning LLC 3 0,00 0
2025-07-31 13F Oak Harbor Wealth Partners, Llc 259 −46,49 74 −38,14
2025-07-17 13F ERn Financial, LLC 8 540 −1,40 2 429 14,64
2025-07-14 13F AdvisorNet Financial, Inc 2 226 0,00 633 16,36
2025-08-08 13F Foundations Investment Advisors, LLC 0 −100,00 0
2025-08-06 13F Nvwm, Llc 15 0,00 4 33,33
2025-08-05 13F Sigma Planning Corp 6 123 7,44 1 741 24,89
2025-07-09 13F Wolff Financial Management Llc 41 168 0,96 12 22,22
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1 365 −5,01 388 10,86
2025-08-07 13F Beese Fulmer Investment Management, Inc. 0 −100,00 0
2025-08-05 13F Hapanowicz & Associates Financial Services, Inc 28 309 1,16 8 051 17,60
2025-08-11 13F Regal Investment Advisors LLC 26 584 −0,11 7 560 16,13
2025-07-17 13F Summit Financial Strategies, Inc. 712 −16,82 202 −3,35
2025-07-23 13F Castle Rock Wealth Management, LLC 1 019 −3,14 295 13,95
2025-08-11 13F Rockbridge Investment Management, LCC 1 643 −13,11 467 1,08
2025-05-07 13F Spectrum Wealth Counsel, LLC 53 0,00 13 −7,69
2025-07-24 13F Robertson Stephens Wealth Management, LLC 44 857 0,91 12 776 17,49
2025-07-22 13F Accel Wealth Management 2 475 −6,60 704 8,49
2025-08-04 13F Partners in Financial Planning 1 378 0,00 392 16,02
2025-08-11 13F Principal Securities, Inc. 10 101 30,32 2 873 46,08
2025-07-23 13F Intergy Private Wealth, LLC 9 564 −0,10 2 720 16,10
2025-08-07 13F Americana Partners, LLC 7 755 0,00 2 205 16,24
2025-07-24 13F Jfs Wealth Advisors, Llc 1 393 15,22 396 34,24
2025-08-11 13F Strategic Wealth Partners, Ltd. 48 14
2025-08-14 13F First Manhattan Co 3 055 −0,20 870 16,31
2025-08-26 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 28 703 35,39 8 163 63,31
2025-07-14 13F Argentarii, LLC 934 266
2025-08-06 13F Wsfs Capital Management, Llc 101 136 6,65 28 762 23,98
2025-08-07 13F McClarren Financial Advisors, Inc. 0 −100,00 0
2025-08-05 13F Huntington National Bank 592 11,93
2025-05-15 13F Beaird Harris Wealth Management, LLC 0 −100,00 0
2025-08-14 13F LifePlan Investment Advisors, Inc. 13 479 −1,06 3 833 15,04
2025-07-22 13F Silver Lake Advisory, LLC 7 449 −3,32 2 118 12,42
2025-08-14 13F/A Rockefeller Capital Management L.P. 401 601 −6,14 114 212 9,10
2025-07-18 13F Martel Wealth Advisors Inc 975 0,00 277 16,39
2025-07-09 13F Dynamic Advisor Solutions LLC 11 264 0,20 3 204 16,47
2025-07-29 13F Koshinski Asset Management, Inc. 3 774 −35,14 1 073 −24,60
2025-07-24 13F rebel Financial LLC 13 577 3 867
2025-07-15 13F Mather Group, Llc. 19 229 −2,57 5 469 13,26
2025-07-24 13F Agate Pass Investment Management, LLC 709 202
2025-08-07 13F Midwest Trust Co 36 521 10 386
2025-08-11 13F Pineridge Advisors LLC 69 −67,45 20 −62,75
2025-07-30 13F Forum Financial Management, LP 738 210
2025-08-13 13F Orleans Capital Management Corp/la 1 150 327
2025-08-06 13F Thompson Siegel & Walmsley Llc 2 601 4,79 1
2025-08-05 13F Transatlantique Private Wealth Llc 4 252 6,57 1 209 23,87
2025-08-08 13F ERTS Wealth Advisors, LLC 57 917 −45,89 16 471 −37,10
2025-07-29 13F Signature Estate & Investment Advisors Llc 5 781 −7,86 1 644 7,11
2025-07-31 13F Buckingham Strategic Partners 10 440 1,93 2 969 18,52
2025-09-05 13F/A Prospera Capital Management, LLC 723 206
2025-05-15 13F Cubist Systematic Strategies, LLC 0 −100,00 0
2025-08-08 13F ProVise Management Group, LLC 7 915 0,13 2 251 16,40
2025-08-12 13F Integrated Advisors Network LLC 1 852 1,15 527 17,67
2025-08-14 13F Financial Engines Advisors L.L.C. 17 888 12,68 5 087 31,01
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 1 681 65,45 478 100,00
2025-08-13 13F Nicolet Advisory Services, Llc 4 682 −2,90 1 338 21,09
2025-08-01 13F Transcend Wealth Collective, Llc 1 509 −6,79 429 8,33
2025-08-05 13F Plante Moran Financial Advisors, LLC 6 787 288,05 1 930 351,99
2025-08-12 13F PKS Advisory Services, LLC 3 751 14,39 1 067 32,92
2025-08-08 13F Kingsview Wealth Management, LLC 9 192 −5,74 2 614 9,60
2025-08-14 13F Hilltop Holdings Inc. 922 1,99 262 19,09
2025-07-28 13F Sterling Financial Planning, Inc. 11 023 15,46 3 135 34,22
2025-07-24 13F Bernard Wealth Management Corp. 4 0,00 1
2025-08-13 13F Lido Advisors, LLC 3 832 32,46 1 091 54,31
2025-07-14 13F CJM Wealth Advisers, Ltd. 9 614 −2,18 2 734 13,73
2025-07-21 13F Synergy Financial Management, LLC 900 −19,06 256 −6,25
2025-08-01 13F Rossby Financial, LCC 248 −47,90 71 −40,17
2025-07-18 13F TruNorth Capital Management, LLC 19 0,00 5 25,00
2025-07-30 13F Fairway Wealth LLC 3 0,00 1
2025-07-10 13F Orgel Wealth Management, LLC 221 110 6,31 62 881 23,58
2025-08-12 13F Putnam Fl Investment Management Co 2 132 0,28 606 16,54
2025-07-15 13F Signet Financial Management, Llc 13 114 −3,29 3 730 12,42
2025-08-06 13F Savant Capital, LLC 16 507 3,39 4 694 20,20
2025-07-07 13F Nova Wealth Management, Inc. 2 021 575
2025-08-18 13F Pacific Center for Financial Services 55 0,00 16 15,38
2025-07-09 13F Massmutual Trust Co Fsb/adv 32 745 −4,82 9 312 10,65
2025-07-16 13F Magnus Financial Group LLC 9 119 −0,53 2 593 15,66
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 58 862 27,00 16 746 48,22
2025-07-29 13F Stratos Wealth Partners, LTD. 9 095 5,52 2 587 22,68
2025-07-30 13F Arbor Investment Advisors, LLC 919 0,00 261 16,52
2025-08-13 13F Nicolet Bankshares Inc 863 0,00 245 16,11
2025-07-23 13F Clear Creek Financial Management, LLC 0 −100,00 0
2025-07-09 13F Aaron Wealth Advisors LLC 1 651 0,00 470 16,38
2025-07-30 13F Roman Butler Fullerton & Co 2 714 −0,26 795 23,68
2025-08-13 13F Transce3nd, LLC 20 0,00 6 25,00
2025-08-11 13F Mill Creek Capital Advisors, LLC 2 259 0,00 642 16,30
2025-07-18 13F QTR Family Wealth, LLC 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 4 430 15,18 1 260 29,13
2025-07-21 13F Syntax Research, Inc. 837 0,00 238 16,67
2025-07-31 13F Wealthfront Advisers Llc 9 204 −3,13 2 618 12,61
2025-08-14 13F LM Advisors LLC 1 150 0,00 0
2025-08-06 13F Modera Wealth Management, LLC 2 980 −0,10 847 16,19
2025-08-14 13F Wealth Preservation Advisors, LLC 2 996 1,15 852 17,68
2025-05-19 13F Smith Asset Management Co., LLC 1 069 9,75 262 5,67
2025-07-30 13F D.a. Davidson & Co. 40 549 0,03 11 532 16,29
2025-08-25 13F Silverlake Wealth Management Llc 3 845 11,16 1 093 29,20
2025-07-22 13F Powell Investment Advisors, LLC 2 109 0,00 601 16,50
2025-08-01 13F Envestnet Asset Management Inc 637 002 −23,40 181 133 −10,97
2025-08-04 13F Keybank National Association/oh 5 028 0,68 1 430 17,04
2025-08-12 13F Wealthbridge Capital Management, Llc 997 0,00 284 16,46
2025-08-04 13F BLB&B Advisors, LLC 1 319 −14,74 375 −0,79
2025-08-12 13F Pathstone Holdings, LLC 15 845 −5,90 4 502 9,27
2025-08-14 13F Wallace Hart LLC 171 49
2025-08-13 13F Northwestern Mutual Wealth Management Co 716 101 11,97 203 652 30,17
2025-07-17 13F Mustard Seed Financial, LLC 10 058 8,50 2 860 26,16
2025-04-11 13F Davis Capital Management 48 0,00 12 −8,33
2025-07-29 13F Creekside Partners 1 505 0,00 428 16,03
2025-08-26 13F Zeit Capital LLC 22 125 0,45 6 292 16,78
2025-08-15 13F Captrust Financial Advisors 47 151 −1,46 13 409 14,55
2025-08-07 13F Brio Consultants, LLC 810 −14,19 230 −0,43
2025-07-18 13F Consolidated Portfolio Review Corp 4 623 −1,01 1 315 15,06
2025-05-01 13F Quest 10 Wealth Builders, Inc. 411 −14,73 101 −18,03
2025-07-29 13F BKM Wealth Management, LLC 3 821 1,81 1 087 18,30
2025-07-31 13F Brighton Jones Llc 11 602 0,83 3 299 17,24
2025-07-15 13F Burns Matteson Capital Management, LLC 3 033 −2,76 863 13,12
2025-08-07 13F Alpha Cubed Investments, LLC 0 −100,00 0
2025-08-19 13F Asset Dedication, LLC 1 238 0,00 352 16,56
2025-08-06 13F Commonwealth Equity Services, Llc 392 190 −5,37 112 9,90
2025-08-13 13F Pinkerton Retirement Specialists, LLC 0 −100,00 0
2025-07-28 13F Founders Grove Wealth Partners, Llc 11 973 7,72 3 405 25,23
2025-08-14 13F Quantinno Capital Management LP 1 630 464
2025-07-24 13F Galvin, Gaustad & Stein, LLC 960 0,00 273 16,67
2025-07-31 13F Jackson Hole Capital Partners, LLC 164 0,00 47 15,00
2025-07-09 13F Riversedge Advisors, Llc 741 211
2025-07-18 13F Cohen Klingenstein LLC 13 565 0,00 3 858 16,24
2025-08-06 13F 360 Financial, Inc. 29 597 1,94 8 417 18,52
2025-08-14 13F CIBC World Markets Inc. 5 617 2,82 1 597 19,54
2025-08-12 13F Financial Advocates Investment Management 1 363 −69,36 388 −64,43
2025-08-11 13F Root Financial Partners, LLC 821 233
2025-08-06 13F Cm Wealth Advisors Llc 1 177 0,00 335 16,72
2025-08-12 13F Lodestone Wealth Management LLC 1 295 16,77 368 35,79
2025-08-15 13F Chapman Financial Group, Llc 10 3
2025-08-08 13F Empower Advisory Group, LLC 1 560 11,27 444 29,53
2025-08-11 13F FineMark National Bank & Trust 878 −1,24 250 14,75
2025-08-13 13F Bare Financial Services, Inc 26 490 22,23 7 534 42,08
2025-08-12 13F North Star Asset Management Inc 1 544 −0,90 439 15,22
2025-07-24 13F MSH Capital Advisors LLC 12 902 −2,28 3 669 13,63
2025-08-08 13F Truepoint, Inc. 1 036 103 1,29 294 657 17,74
2025-07-25 13F Allspring Global Investments Holdings, LLC 48 0,00 14 18,18
2025-07-31 13F Leavell Investment Management, Inc. 25 129 3,88 7 157 20,96
2025-07-09 13F Sapient Capital Llc 2 500 711
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 31 0,00 9 14,29
2025-08-14 13F Mercer Global Advisors Inc /adv 41 039 −1,47 11 669 15,02
2025-08-08 13F Thoroughbred Financial Services, Llc 0 −100,00 0
2025-07-14 13F Painted Porch Advisors LLC 60 0,00 17 21,43
2025-07-23 13F Country Club Bank /gfn 900 0,00 254 15,98
2025-08-14 13F Aprio Wealth Management, LLC 34 924 −35,72 9 932 −25,27
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-07-16 13F Essex Financial Services, Inc. 1 422 5,88 404 23,17
2025-04-22 13F Mendota Financial Group, LLC 0 −100,00 0
2025-08-06 13F Wedbush Securities Inc 1 275 0
2025-07-22 13F Wells Trecaso Financial Group, LLC 8 480 −0,74 2 412 15,41
2025-08-08 13F Tortoise Investment Management, LLC 219 0,00 62 16,98
2025-07-25 13F Hazlett, Burt & Watson, Inc. 179 73,79 0
2025-08-14 13F ICONIQ Capital, LLC 1 840 0,00 523 16,22
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-04-24 13F Wright Fund Managment, LLC 0 −100,00 0
2025-07-24 13F Morton Brown Family Wealth, LLC 1 757 −9,01 500 5,72
2025-07-25 13F Atria Wealth Solutions, Inc. 21 529 −6,94 6 131 8,34
2025-08-14 13F Integrated Investment Consultants, LLC 4 022 −1,11 1 144 14,99
2025-07-21 13F Warner Financial, Inc 4 102 0,07 1 0,00
2025-08-07 13F Samalin Investment Counsel, LLC 1 039 7,89 296 25,53
2025-08-14 13F RMB Capital Management, LLC 1 764 502
2025-07-10 13F Perkins Coie Trust Co 0 −100,00 0
2025-07-16 13F Maridea Wealth Management LLC 3 020 859
2025-08-05 13F American Institute for Advanced Investment Management, LLP 4 777 −0,17 1 359 16,07
2025-07-25 13F Griffin Asset Management, Inc. 764 217
2025-08-13 13F Financial Freedom, LLC 1 819 −5,95 517 9,30
2025-05-12 13F Sandy Spring Bank 360 0,00 88 −3,30
2025-04-14 13F Camelot Technology Advisors, Inc. 0 −100,00 0
2025-07-14 13F Friday Financial 2 559 28,79 728 47,17
2025-07-29 13F Liberty Square Wealth Partners Llc 1 356 −30,14 386 −18,78
2025-08-01 13F Centerpoint Advisors, LLC 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 12 100 −58,84 3 441 −52,16
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-30 13F/A KPP Advisory Services LLC 10 241 0,00 2 912 16,25
2025-04-09 13F Legacy Wealth Asset Management, LLC 0 −100,00 0
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-07-23 13F Ironwood Financial, llc 2 805 0,00 686 0,00
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Main Street Financial Solutions, LLC 8 736 −0,46 2 484 15,75
2025-08-19 13F Advisory Services Network, LLC 7 354 5,95 2 141 26,09
2025-07-10 13F Redhawk Wealth Advisors, Inc. 4 623 1 315
2025-08-13 13F Milestone Investment Advisors LLC 1 948 −9,18 554 5,53
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0
2025-07-15 13F MCF Advisors LLC 1 781 0,00 507 16,55
2025-07-24 13F IFP Advisors, Inc 37 773 201,87 10 761 249,92
2025-05-06 13F Pinnacle Associates Ltd 0 −100,00 0
2025-08-13 13F Level Four Advisory Services, Llc 3 682 3,54 1 047 20,34
2025-07-02 13F HBW Advisory Services LLC 790 −16,58 225 −3,03
2025-08-04 13F Evergreen Wealth Management, LLC 4 679 −2,38 1 331 13,48
2025-08-13 13F Safe Harbor Fiduciary, LLC 0 −100,00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-07-10 13F Fulton Bank, N.a. 724 206
2025-08-14 13F Gotham Asset Management, LLC 2 411 32,69 686 54,28
2025-08-08 13F/A Sterling Capital Management LLC 1 235 0,00 351 16,23
2025-05-12 13F Richard W. Paul & Associates, LLC 0 −100,00 0
2025-07-23 13F TPG Financial Advisors, LLC 4 730 −8,99 1 345 5,82
2025-07-24 13F Von Berge Wealth Management Group, LLC 1 489 −2,23 428 14,75
2025-08-14 13F FC Advisory LLC 5 021 1,62 1 428 18,21
2025-07-22 13F McElhenny Sheffield Capital Management, LLC 552 341
2025-08-05 13F Bank of New York Mellon Corp 7 312 −1,18 2 079 14,86
2025-08-14 13F Financial Network Wealth Advisors LLC 0 −100,00 0
2025-07-16 13F Spirepoint Private Client, Llc 2 098 0,00 597 16,18
2025-04-14 13F Lloyd Advisory Services, LLC. 0 −100,00 0
2025-07-09 13F Goelzer Investment Management, Inc. 2 077 0,00 591 16,14
2025-08-15 13F Morgan Stanley 2 856 608 3,03 812 391 19,77
2025-07-22 13F Miracle Mile Advisors, LLC 4 137 −1,17 1 176 14,84
2025-08-14 13F Financial Advisory Service, Inc. 6 980 −0,51 1 985 15,62
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-08-08 13F SBI Securities Co., Ltd. 216 3,85 61 22,00
2025-07-25 13F Concurrent Investment Advisors, LLC 20 132 6,12 5 725 23,38
2025-07-22 13F Valley National Advisers Inc 5 775 2,23 2 0,00
2025-07-23 13F WoodTrust Financial Corp 0 −100,00 0
2025-08-08 13F Westbourne Investment Advisors, Inc. 841 0,00 239 16,59
2025-07-22 13F Wealthcare Advisory Partners LLC 12 505 26,29 3 556 46,82
2025-07-28 13F Fairman Group, LLC 158 0,00 45 12,50
2025-08-07 13F Argent Advisors, Inc. 1 120 0,00 319 16,48
2025-08-08 13F Avalon Trust Co 37 0,00 11 11,11
2025-04-28 13F Pinnacle Financial Partners Inc 5 940 20,61 1 453 16,33
2025-07-24 13F Ronald Blue Trust, Inc. 82 0,00 23 15,00
2025-07-28 13F Triton Wealth Management, PLLC 1 881 −1,62 546 11,20
2025-08-05 13F Tiaa Trust, National Association 653 635 −13,01 185 887 1,12
2025-07-09 13F Intelligence Driven Advisers, LLC 1 506 0,00 428 16,30
2025-07-08 13F Juncture Wealth Strategies, Llc 15 948 −12,20 4 535 2,07
2025-07-29 13F Balboa Wealth Partners 2 594 103,29 738 136,22
2025-08-13 13F Victory Financial Group, Llc 10 408 2,42 2 960 19,12
2025-08-08 13F Condor Capital Management 78 802 −0,98 22 411 15,11
2025-07-14 13F Signature Securities Group Corporation 3 561 −8,15 1 014 6,96
2025-09-03 13F American Trust 1 192 339
2025-08-12 13F Founders Financial Alliance, LLC 2 833 0,00 806 16,16
2025-07-09 13F Inspirion Wealth Advisors, Llc 9 221 4,03 2 622 20,94
2025-07-17 13F SC&H Financial Advisors, Inc. 3 571 0,00 1 016 16,27
2025-07-11 13F Busey Wealth Management 5 844 17,11 1 662 36,15
2025-07-16 13F Kennicott Capital Management Llc 1 739 0,00 495 16,24
2025-08-14 13F Harris Associates L P 700 199
2025-08-11 13F Wescott Financial Advisory Group, LLC 5 398 1 535
2025-07-24 13F Advanced Asset Management Advisors Inc 22 214,29 6 500,00
2025-08-11 13F Culbertson A N & Co Inc 1 190 0,00 338 16,15
2025-07-29 13F Planned Solutions, Inc. 793 226
2025-09-04 13F/A Advisor Group Holdings, Inc. 336 851 191,15 88 466 212,34
2025-09-09 13F NWF Advisory Services Inc. 1 145 326
2025-05-14 13F Main Street Group, LTD 0 −100,00 0
2025-08-01 13F GoalVest Advisory LLC 1 117 115,64 318 151,59
2025-08-13 13F Prossimo Advisors, LLC 2 670 −52,98 1 −100,00
2025-08-06 13F Rialto Wealth Management, LLC 430 0,00 122 16,19
2025-08-13 13F Bernardo Wealth Planning LLC 2 720 0,00 1
2025-07-14 13F Ridgewood Investments LLC 2 811 −4,39 799 11,13
2025-08-14 13F Operose Advisors LLC 39 009 −0,76 11 094 15,37
2025-04-23 13F Corundum Group, Inc. 0 −100,00 0
2025-07-22 13F Brown Miller Wealth Management, LLC 778 221
2025-07-30 13F Eqis Capital Management, Inc. 3 889 3,93 1 106 20,87
2025-08-14 13F Royal Bank Of Canada 2 108 493 −30,45 599 634 −19,15
2025-07-21 13F Ameritas Advisory Services, LLC 2 513 −30,50 715 −21,71
2025-08-13 13F Aufman Associates Inc 25 648 −0,23 7 294 16,00
2025-07-15 13F LeConte Wealth Management, LLC 5 001 8,67 1 422 25,73
2025-04-15 13F Noble Wealth Management PBC 1 375 −5,69 336 −8,94
2025-09-04 13F Reynders McVeigh Capital Management, LLC 1 610 −22,74 0
2025-07-15 13F RTD Financial Advisors, Inc. 37 058 24,20 10 539 44,38
2025-08-12 13F NFP Retirement, Inc. 1 077 2,77 306 19,53
2025-07-21 13F Ascent Group, LLC 25 172 −47,45 7 159 −38,91
2025-07-30 13F Brookstone Capital Management 9 989 −2,86 2 841 12,92
2025-05-15 13F Millennium Management Llc 0 −100,00 0 −100,00
2025-09-12 13F/A Valeo Financial Advisors, LLC 2 874 0,00 817 16,22
2025-07-16 13F Legend Financial Advisors, Inc. 66 19
2025-07-16 13F Leading Edge Financial Planning LLC 6 853 1 949
2025-05-15 13F Alexis Investment Partners, LLC 0 −100,00 0
2025-08-11 13F Brown Brothers Harriman & Co 2 093 −0,29 595 15,98
2025-08-12 13F Fairscale Capital, LLC 4 399 −1,76 1 281 16,89
2025-08-14 13F Arete Wealth Advisors, LLC 2 696 4,25 1
2025-07-25 13F Apollon Financial, LLC 1 947 0,00 554 16,18
2025-08-06 13F Atlantic Union Bankshares Corp 3 320 12,16 944 30,39
2025-08-08 13F Advisors Capital Management, LLC 2 200 109,32 626 143,19
2025-08-11 13F Compass Capital Corp /ma/ /adv 2 910 −28,29 829 −10,96
2025-07-30 13F Pacific Sun Financial Corp 1 590 0,00 452 16,49
2025-07-31 13F Orion Capital Management LLC 506 0,00 144 16,26
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Growth ETF 875 11,61 218 2,36
2025-07-29 13F SilverOak Wealth Management LLC 11 300 −1,02 3 214 15,08
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-13 13F M&t Bank Corp 1 001 19,59 285 39,22
2025-08-04 13F Daymark Wealth Partners, Llc 5 960 −0,18 1 695 16,10
2025-07-18 13F Provident Wealth Management, LLC 27 689 −1,33 7 874 14,70
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 11 000 213,30 3 128 251,46
2025-07-29 13F Rodgers & Associates, LTD 94 583 3,54 26 898 20,37
2025-07-15 13F Maseco Llp 33 9
2025-08-14 13F Cardiff Park Advisors, Llc 2 912 0,00 828 16,29
2025-08-14 13F Ieq Capital, Llc 3 302 0,00 939 16,36
2025-07-18 13F Bartlett & Co. Wealth Management Llc 982 50,38 280 75,47
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 949 0,00 270 15,95
2025-08-08 13F Creative Planning 133 845 −3,37 38 064 12,33
2025-07-29 13F Aire Advisors, Llc 86 168 −1,17 24 505 14,89
2025-08-14 13F Envision Financial Planning, LLC 6 354 −0,02 1 807 16,28
2025-08-06 13F AE Wealth Management LLC 6 647 −30,35 1 890 −19,02
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 89 58,93 25 92,31
2025-07-24 13F Eastern Bank 151 0,00 43 16,67
2025-07-28 13F Mutual Advisors, LLC 12 114 0,27 3 549 19,34
2025-07-17 13F Wagner Wealth Management, Llc 408 0,00 116 17,17
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 25 692 0,98 7 16,67
2025-07-28 13F Morris Financial Concepts, Inc. 34 0,00 10 12,50
2025-08-07 13F Commerce Bank 47 037 −1,04 13 377 15,04
2025-08-08 13F Croban 6 235 4,54 1 773 21,60
2025-07-17 13F Tritonpoint Wealth, Llc 9 229 −18,74 2 629 −5,40
2025-08-06 13F Texas Yale Capital Corp. 22 441 2,06 6 382 18,63
2025-08-14 13F UBS Group AG 1 136 980 1,43 323 346 17,91
2025-07-24 13F Blair William & Co/il 56 314 29,69 16 015 50,77
2025-08-14 13F Glenview Trust Co 77 444 12,07 22 024 30,28
2025-07-23 13F Columbus Macro, LLC 936 0,00 266 16,67
2025-07-22 13F Merit Financial Group, LLC 23 272 28,09 6 618 48,92
2025-08-06 13F Mascagni Wealth Management, Inc. 6 542 −1,82 1 860 14,18
2025-07-21 13F Tower View Investment Management & Research LLC 9 409 2 676
2025-07-22 13F Highland Capital Management, Llc 43 489 −0,78 12 368 15,34
2025-06-27 NP GIAX - Nicholas Global Equity and Income ETF 31 158 7,35 7 755 −1,21
2025-08-04 13F Arkadios Wealth Advisors 5 758 7,97 1 638 25,54
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-07-25 13F Evolution Advisers, Inc. 2 389 0,00 1
2025-07-17 13F Fifth Third Securities, Inc. 24 139 24,90 6 865 45,18
2025-08-07 13F 49 Wealth Management, Llc 1 542 439
2025-07-22 13F DAVENPORT & Co LLC 9 481 175,45 2 696 220,57
2025-07-31 13F Northstar Asset Management Llc 1 500 0,00 427 16,39
2025-08-04 13F Atria Investments Llc 13 382 14,33 3 806 32,90
2025-08-11 13F United Capital Financial Advisers, Llc 9 714 −7,25 2 763 7,81
2025-08-12 13F Richmond Investment Services, LLC 2 938 91,65 835 123,26
2025-08-12 13F Lionshead Wealth Management, LLC 5 395 −57,84 1 537 −50,93
2025-08-13 13F Ally Invest Advisors Inc. 25 214 −0,72 7 171 15,42
2025-07-31 13F Washington Trust Advisors, Inc. 6 675 3,10 1 898 19,90
2025-08-14 13F Ausdal Financial Partners, Inc. 16 073 −5,13 4 571 10,30
2025-08-14 13F Williams Jones Wealth Management, LLC. 5 320 148,60 1 513 189,10
2025-07-21 13F Qrg Capital Management, Inc. 1 258 −13,36 358 0,56
2025-08-04 13F Ledyard National Bank 1 858 −12,03 528 2,33
2025-08-14 13F Advisor OS, LLC 0 −100,00 0
Other Listings
MX:VOT
GB:0LOA
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