VT - Vanguard International Equity Index Funds - Vanguard Total World Stock ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
US ˙ ARCA ˙ US9220427424

Grundläggande statistik
Institutionella ägare 1043 total, 1038 long only, 1 short only, 4 long/short - change of 2,05% MRQ
Genomsnittlig portföljallokering 0.7494 % - change of −8,89% MRQ
Institutionella aktier (lång) 108 093 009 (ex 13D/G) - change of 3,40MM shares 3,25% MRQ
Institutionellt värde (lång) $ 13 313 858 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard International Equity Index Funds - Vanguard Total World Stock ETF (US:VT) har 1043 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 108,096,495 aktier. Största aktieägare inkluderar Rakuten Investment Management, Inc., Cambridge Associates Llc /ma/ /adv, Morgan Stanley, Schroder Investment Management Group, Us Bancorp \de\, Northern Trust Corp, Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, Brandywine Trust Co, and Royal Bank Of Canada .

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

The share price as of September 15, 2025 is 137,37 / share. Previously, on September 16, 2024, the share price was 117,09 / share. This represents an increase of 17,32% over that period.

VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

VT / Vanguard International Equity Index Funds - Vanguard Total World Stock 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
(%)
2025-08-04 13F Simon Quick Advisors, Llc 325 358 −8,69 41 815 1,22
2025-07-03 13F Fiduciary Financial Group, Llc 8 529 1,69 1 096 20,04
2025-07-23 13F Kingswood Wealth Advisors, Llc 12 817 4,12 1 647 15,09
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 0 0
2025-08-11 13F Howard Wealth Management, Llc 36 461 −1,18 4 686 9,51
2025-07-15 13F Fifth Third Bancorp 103 523 −1,88 13 305 8,76
2025-08-14 13F Frisch Financial Group, Inc. 86 038 3,84 11 22,22
2025-07-31 13F Silver Oak Advisory Group, Inc. 13 148 3,12 2 0,00
2025-08-14 13F Port Capital LLC 4 316 0,00 555 11,00
2025-08-13 13F StoneX Group Inc. 3 312 37,83 426 52,88
2025-08-01 13F Clark Asset Management, LLC 3 086 3,91 397 15,12
2025-05-09 13F Encompass More Asset Management 0 −100,00 0 −100,00
2025-08-13 13F Congress Wealth Management LLC / DE / 10 600 27,94 1 362 41,88
2025-04-14 13F Capital Investment Advisors, LLC 0 −100,00 0 −100,00
2025-08-05 13F Pointe Capital Management LLC 3 040 0,00 391 10,80
2025-07-23 13F Indiana Trust & Investment Management CO 4 721 0,00 607 10,79
2025-07-28 13F Harbour Investments, Inc. 18 874 21,08 2 426 34,20
2025-07-03 13F Garde Capital, Inc. 1 996 −1,04 257 9,87
2025-07-22 13F DAVENPORT & Co LLC 2 804 −12,02 360 −2,44
2025-07-25 13F Evolution Advisers, Inc. 2 042 −1,45 0
2025-08-14 13F Vista Investment Management 4 943 −2,96 635 7,63
2025-07-17 13F Fiduciary Advisors, Inc. 819 0,12 105 11,70
2025-07-25 13F Cwm, Llc 31 031 0,17 4 0,00
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0 −100,00
2025-05-02 13F Hager Investment Management Services, Llc 0 −100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 10 919 −6,74 1 403 3,39
2025-08-18 13F Geneos Wealth Management Inc. 1 521 23,96 195 37,32
2025-08-11 13F Strategic Wealth Partners, Ltd. 426 55
2025-07-15 13F Pictet North America Advisors SA 21 437 −76,57 2 755 −74,03
2025-08-14 13F Brandywine Trust Co 2 251 911 5,03 289 416 16,41
2025-07-30 13F Whittier Trust Co Of Nevada Inc 662 0,00 85 11,84
2025-08-06 13F Walkner Condon Financial Advisors LLC 3 228 23,87 415 37,09
2025-07-25 13F Presilium Private Wealth, Llc 16 136 1,23 2 074 12,18
2025-08-14 13F Kovitz Investment Group Partners, LLC 136 607 −5,85 17 556 4,35
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 44 069 −0,13 5 664 10,69
2025-08-07 13F Kestra Private Wealth Services, Llc 5 925 16,47 761 29,20
2025-07-29 13F Lesa Sroufe & Co 3 125 0
2025-08-06 13F Texas Yale Capital Corp. 12 868 0,43 1 654 11,31
2025-07-17 13F Oak Family Advisors, Llc 2 528 −0,78 325 9,83
2025-08-14 13F Ieq Capital, Llc 44 984 −3,04 5 781 7,47
2025-07-15 13F Patriot Investment Management Inc. 10 564 −3,96 1 358 6,43
2025-07-23 13F New England Professional Planning Group Inc. 8 259 0,00 1 061 10,87
2025-07-25 13F Fifth Third Wealth Advisors LLC 3 179 −87,17 409 −85,79
2025-08-07 13F Blackston Financial Advisory Group, LLC 5 160 −2,95 663 7,63
2025-08-14 13F Cardiff Park Advisors, Llc 3 337 −17,26 429 −8,35
2025-08-04 13F Center for Financial Planning, Inc. 773 −4,92 99 5,32
2025-08-11 13F Elite Financial, Inc. 5 706 71,25 1
2025-07-31 13F GenTrust, LLC 10 260 −0,79 1 319 9,92
2025-07-30 13F Princeton Global Asset Management LLC 845 189,38 109 227,27
2025-07-07 13F Versant Capital Management, Inc 8 028 −0,15 1 032 10,62
2025-07-21 13F DHJJ Financial Advisors, Ltd. 246 0,00 32 10,71
2025-07-21 13F Sageworth Trust Co 589 674 −0,54 75 785 10,24
2025-08-11 13F Advisor Resource Council 0 −100,00 0 −100,00
2025-07-31 13F Curio Wealth, Llc 110 10 900,00 14 16,67
2025-08-08 13F Collaborative Wealth Managment Inc. 4 115 −0,75 529 10,00
2025-07-10 13F Triangle Securities Wealth Management 12 389 1,28 1 592 12,27
2025-08-12 13F Archer Investment Corp 176 0,00 23 10,00
2025-07-30 13F Citizens & Northern Corp 2 000 0,00 257 11,26
2025-08-14 13F Clifford Group, LLC 1 793 0,00 230 11,11
2025-08-06 13F Marco Investment Management Llc 1 718 221
2025-08-12 13F Bokf, Na 1 000 0,00 129 11,30
2025-04-11 13F Seacrest Wealth Management, Llc 0 −100,00 0 −100,00
2025-07-15 13F North Star Investment Management Corp. 281 0,00 36 12,50
2025-08-01 13F Redmond Asset Management, LLC 13 384 2,35 1 720 13,46
2025-07-10 13F Perkins Coie Trust Co 1 130 0,00 145 10,69
2025-05-06 13F Atria Investments Llc 0 −100,00 0 −100,00
2025-08-05 13F Bank Of Montreal /can/ 78 426 −13,48 10 079 −4,10
2025-07-28 13F Sagespring Wealth Partners, Llc 12 935 79,65 1 662 99,28
2025-08-14 13F Jasper Ridge Partners, L.P. 22 165 −22,01 2 849 −13,57
2025-07-23 13F Prime Capital Investment Advisors, LLC 1 578 −60,34 203 −56,18
2025-08-13 13F Allie Family Office LLC 26 332 −3,69 3 384 6,75
2025-05-02 13F Capital A Wealth Management, LLC 378 −9,35 44 −10,42
2025-07-09 13F Breakwater Investment Management 44 612 −1,06 5 734 9,68
2025-07-02 13F Central Pacific Bank - Trust Division 18 0,00 2 0,00
2025-08-05 13F GHP Investment Advisors, Inc. 351 45
2025-08-07 13F/A Leith Wheeler Investment Counsel Ltd. 2 626 0,00 337 10,86
2025-08-01 13F Liberty Wealth Management Llc 1 620 208
2025-08-12 13F Atlas Capital Advisors Llc 54 897 −7,20 7 055 2,86
2025-08-12 13F JMG Financial Group, Ltd. 5 120 14,06 658 26,35
2025-08-11 13F CFS Investment Advisory Services, LLC 14 723 4,49 2 0,00
2025-08-14 13F Fort Point Capital Partners LLC 19 630 2 523
2025-08-14 13F Horizon Investments, LLC 76 0,00 10 12,50
2025-07-23 13F Proffitt & Goodson Inc 3 944 −10,53 507 −0,98
2025-08-15 13F Keel Point, LLC 8 642 0,33 1 111 11,22
2025-04-30 13F Index Fund Advisors, Inc. 0 −100,00 0 −100,00
2025-08-06 13F AE Wealth Management LLC 6 217 −14,63 799 −5,33
2025-07-29 13F Salomon & Ludwin, LLC 28 894 −1,91 3 730 9,22
2025-07-30 13F Advantage Trust Co 327 42
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 1 338 338 3,69 172 003 14,94
2025-07-22 13F Red Tortoise LLC 110 0,00 14 16,67
2025-08-08 13F Family Firm, Inc. 0 −100,00 0 −100,00
2025-07-31 13F Manuka Financial, LLC 10 266 5,99 1 319 17,45
2025-08-14 13F AllSquare Wealth Management LLC 14 013 −3,87 1 801 6,51
2025-07-15 13F Td Private Client Wealth Llc 5 471 −1,80 703 8,99
2025-07-29 13F Lutz Financial Services LLC 3 166 −4,49 407 5,73
2025-07-21 13F Trellis Wealth Advisors LLC 10 314 0,03 1 326 10,88
2025-07-16 13F Register Financial Advisors LLC 2 145 5,35 276 16,53
2025-07-14 13F Sowell Financial Services LLC 17 558 1,47 2 257 12,46
2025-05-15 13F Eight 31 Financial Llc 0 −100,00 0 −100,00
2025-08-13 13F Russell Investments Group, Ltd. 576 −56,16 74 −51,32
2025-08-14 13F Tudor Investment Corp Et Al 10 819 1 390
2025-07-15 13F Evanson Asset Management, LLC 136 126 0,32 17 495 11,19
2025-08-01 13F Ashton Thomas Private Wealth, LLC 4 586 0,46 589 11,34
2025-08-25 13F/A Neuberger Berman Group LLC 16 683 0,00 2 144 10,86
2025-08-15 13F Synergy Financial Group, LTD 2 514 0,00 323 11,00
2025-07-28 13F RFG Advisory, LLC 3 674 26,56 472 40,48
2025-08-08 13F Creative Planning 333 001 9,50 42 797 21,37
2025-08-08 13F Hudock, Inc. 4 279 −0,35 550 10,46
2025-08-01 13F Riverwater Partners LLC 1 920 −8,48 247 1,23
2025-08-13 13F Fiduciary Group LLC 2 702 −2,91 347 7,76
2025-07-15 13F DB Fitzpatrick & Co, Inc 3 544 0,17 455 10,98
2025-07-17 13F Archford Capital Strategies, LLC 8 042 0,00 1 034 10,84
2025-08-05 13F South Dakota Investment Council 115 591 453,31 15 600,00
2025-08-14 13F CoreCap Advisors, LLC 673 −1,46 87 8,86
2025-07-17 13F Coastline Trust Co 30 0,00 4 0,00
2025-08-14 13F Goldman Sachs Group Inc 440 300 8,68 56 587 20,46
2025-08-14 13F Parkwood LLC 0 −100,00 0 −100,00
2025-07-31 13F Red Wave Investments LLC 122 316 0,86 15 720 11,80
2025-08-14 13F Tudor Financial Inc. 9 880 7,27 1 270 18,93
2025-07-11 13F Trust Co Of Virginia /va 4 110 −7,74 528 2,33
2025-08-26 13F/A Thrivent Financial For Lutherans 0 −100,00 0 −100,00
2025-08-13 13F CLARET ASSET MANAGEMENT Corp 2 855 1,42 0
2025-07-22 13F SOL Capital Management CO 1 565 0
2025-08-11 13F Beaumont Capital Management, LLC 4 076 524
2025-07-31 13F University of Maryland Foundation, Inc. 0 −100,00 0
2025-08-13 13F Providence Capital Advisors, LLC 3 374 434
2025-07-21 13F Future Financial Wealth Managment LLC 700 0,00 90 9,88
2025-08-13 13F Parkworth Wealth Management, Inc. 738 0,14 95 10,59
2025-08-12 13F Twin Focus Capital Partners, Llc 45 063 2,96 5 792 14,13
2025-07-30 13F Avidian Wealth Solutions, LLC 4 429 0,00 569 10,92
2025-07-31 13F Topsail Wealth Management, LLC 1 037 0,00 133 10,83
2025-07-18 13F Ewa, Llc 16 653 −0,38 2 140 10,42
2025-08-14 13F Mml Investors Services, Llc 213 298 14,69 27 28,57
2025-07-31 13F Nisa Investment Advisors, Llc 60 988 −0,64 7 838 10,15
2025-08-14 13F C M Bidwell & Associates Ltd 6 429 2,02 826 13,15
2025-07-14 13F Farmers & Merchants Investments Inc 7 124 0,00 916 10,77
2025-08-11 13F Rothschild Investment Llc 8 319 −0,75 1 069 10,09
2025-08-07 13F Parkside Financial Bank & Trust 37 3 600,00 5
2025-07-08 13F Advance Capital Management, Inc. 3 149 0,03 405 10,68
2025-07-31 13F Washington Trust Advisors, Inc. 277 0,36 36 9,38
2025-08-08 13F Avantax Advisory Services, Inc. 91 983 9,91 11 822 21,82
2025-08-14 13F DHK Financial Advisors, Inc. 122 314 0,29 15 720 11,16
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0 −100,00
2025-07-02 13F Boston Standard Wealth Management, LLC 2 598 −6,41 334 6,71
2025-08-11 13F Bradley Foster & Sargent Inc/ct 2 904 1,68 373 12,69
2025-05-14 13F Ellevest, Inc. 0 −100,00 0 −100,00
2025-07-11 13F Lincoln Capital LLC 2 885 7,17 371 22,92
2025-08-14 13F Summit Trail Advisors, Llc 116 710 15 000
2025-07-18 13F GEN Financial Management, INC. 8 759 −9,24 1 126 0,54
2025-07-29 13F Stephens Inc /ar/ 46 944 8,46 6 033 20,23
2025-08-12 13F Heritage Trust Co 2 086 −0,76 268 10,29
2025-08-11 13F Portside Wealth Group, LLC 2 010 −16,63 258 −7,53
2025-07-30 13F Principle Wealth Partners Llc 8 911 0,00 1 145 10,84
2025-07-08 13F Lpwm Llc 0 −100,00 0 −100,00
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 2 273 0,00 263 0,00
2025-08-12 13F Ade, Llc 6 984 −0,20 898 10,60
2025-08-05 13F Integrity Financial Corp /WA 5 147 −0,39 662 10,35
2025-08-13 13F Truvestments Capital Llc 873 −49,97 112 −44,55
2025-08-13 13F Rsm Us Wealth Management Llc 86 156 9,35 11 073 21,20
2025-07-15 13F Optima Capital Llc 3 724 0,68 479 11,68
2025-08-15 13F CI Private Wealth, LLC 1 212 732 115,30 155 861 138,65
2025-08-28 13F Midwestern Financial, LLC /IA 21 156 2 719
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0 −100,00
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 3 370 433
2025-07-17 13F DiNuzzo Private Wealth, Inc. 425 0,00 55 10,20
2025-07-24 13F Brandywine Oak Private Wealth Llc 4 850 −22,14 623 −13,71
2025-08-14 13F LaSalle St. Investment Advisors, LLC 2 123 0,14 0
2025-08-14 13F Cura Wealth Advisors, Llc 23 044 8,33 2 962 20,07
2025-08-01 13F Rossby Financial, LCC 511 3,44 66 14,04
2025-08-06 13F North Capital, Inc. 41 0,00 5 25,00
2025-08-08 13F RAM Investment Partners, LLC 2 964 0,03 381 10,79
2025-07-08 13F Zrc Wealth Management, Llc 2 821 0,00 363 10,70
2025-08-14 13F Lighthouse Investment Partners, LLC 108 330 28,46 13 923 42,38
2025-08-08 13F Banco Bilbao Vizcaya Argentaria, S.a. 222 800 268,75 28 634 308,77
2025-07-01 13F Burkett Financial Services, Llc 5 525 10,30 710 22,41
2025-07-28 13F Eq Wealth Advisors, Llc 38 0,00 5 0,00
2025-08-13 13F United Wealth Management, LLC 2 448 0,00 315 10,95
2025-07-24 13F Moseley Investment Management Inc 6 671 6,74 857 18,37
2025-08-14 13F Ameriprise Financial Inc 676 985 8,98 86 992 20,78
2025-04-29 13F Callan Capital, LLC 4 309 −31,68 500 −32,57
2025-07-21 13F Fortis Capital Advisors, LLC 10 675 −5,73 1 372 4,49
2025-08-08 13F Strategies Wealth Advisors, LLC 1 928 0,16 248 10,76
2025-08-12 13F Global Retirement Partners, LLC 8 190 12,70 1 053 23,33
2025-08-19 13F Hohimer Wealth Management, Llc 2 418 −25,94 311 −17,99
2025-07-08 13F FF Advisors,LLC 9 507 0,00 1 222 8,73
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 211 267 37,97 27 152 53,11
2025-08-14 13F Bnp Paribas Arbitrage, Sa 101 397 −42,55 13 032 −36,33
2025-07-29 13F Kanawha Capital Management Llc 3 470 0,00 446 10,70
2025-08-15 13F/A Rakuten Securities, Inc. 497 38,83 64 53,66
2025-07-02 13F Waller Financial Planning Group, Inc 2 179 0,05 280 11,11
2025-08-12 13F Jaffetilchin Investment Partners, LLC 2 266 0,00 291 11,07
2025-08-01 13F Bessemer Group Inc 210 792 6,37 27 22,73
2025-08-08 13F Emerald Investment Partners, Llc 3 014 0,00 387 10,89
2025-08-11 13F Angeles Investment Advisors, LLC 0 −100,00 0 −100,00
2025-08-13 13F Millstone Evans Group, LLC 14 0,00 2 0,00
2025-08-01 13F Jennison Associates Llc 7 206 −72,95 926 −70,02
2025-07-28 13F BRYN MAWR TRUST Co 4 883 0,10 628 10,97
2025-08-11 13F M Wealth Management, LLC 2 641 −3,61 339 6,94
2025-08-14 13F Catalyst Financial Partners Llc 8 272 0,46 1 063 11,43
2025-08-01 13F Planning Directions Inc 39 913 −6,83 5 130 3,26
2025-08-12 13F MAI Capital Management 37 842 −0,56 4 863 10,22
2025-08-04 13F Pensionmark Financial Group, Llc 4 132 −0,55 531 10,40
2025-07-24 13F Ronald Blue Trust, Inc. 5 105 −2,91 656 7,72
2025-08-12 13F Titleist Asset Management, Llc 4 535 −5,85 583 4,30
2025-07-22 13F Strid Group, LLC 1 675 215
2025-04-10 13F Charles Schwab Trust Co 0 −100,00 0 −100,00
2025-07-17 13F Neumann Capital Management, LLC 27 940 3,13 3 591 14,29
2025-07-22 13F Three Bridge Wealth Advisors, LLC 104 619 0,08 13 446 10,92
2025-07-18 13F First Pacific Financial 101 −42,29 13 −40,00
2025-07-31 13F BIP Wealth, LLC 331 176 −0,17 42 563 10,65
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 56 220 −0,95 7 225 9,79
2025-07-28 13F Axxcess Wealth Management, Llc 2 978 −93,07 383 −92,33
2025-08-04 13F Silver Coast Investments LLC 12 894 1 657
2025-08-14 13F Toroso Investments, LLC 14 674 −8,95 1 886 0,91
2025-07-25 13F Endowment Wealth Management, Inc. 30 413 −16,54 3 909 −7,50
2025-07-17 13F Nicholson Meyer Capital Management, Inc. 11 013 96,77 1 415 118,36
2025-08-14 13F Qube Research & Technologies Ltd 333 −36,21 43 −30,00
2025-08-04 13F Mesirow Financial Investment Management, Inc. 195 441 8,16 25 118 19,89
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 9 551 −5,62 1 228 4,60
2025-07-25 13F St. Louis Trust Co 145 219 6,37 18 663 17,90
2025-05-15 13F/A Orion Portfolio Solutions, LLC 1 812 210
2025-07-28 13F Morningstar Investment Management LLC 13 150 −47,51 2 −50,00
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 13 596 −0,12 1 747 5,43
2025-07-29 13F Unison Advisors LLC 8 334 0,18 1 071 11,10
2025-08-11 13F Pin Oak Investment Advisors Inc 16 0,00 0
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 22 314 16,06 2 868 28,62
2025-08-14 13F Synovus Financial Corp 18 257 −7,99 2 347 2,04
2025-08-14 13F Pennington Partners & Co., Llc 4 439 570
2025-08-07 13F Strategy Asset Managers Llc 7 586 6,72 975 18,33
2025-07-29 13F Consilio Wealth Advisors, Llc 99 048 −35,17 12 678 −28,44
2025-08-01 13F Facet Wealth, Inc. 1 764 4,69 229 14,50
2025-08-05 13F Dunhill Financial, LLC 641 457,39 82 530,77
2025-07-18 13F Pure Financial Advisors, Inc. 3 570 5,90 459 17,44
2025-08-08 13F CFO4Life Group, LLC 3 239 13,61 416 26,06
2025-05-05 13F Transce3nd, LLC 0 −100,00 0 −100,00
2025-08-11 13F Addison Capital Co 40 890 11,32 5 255 23,39
2025-08-13 13F Capital Group Private Client Services, Inc. 7 833 5,54 1 007 16,98
2025-04-10 13F Bremer Bank National Association 3 346 388
2025-08-13 13F Schroder Investment Management Group 3 688 285 67,00 474 018 85,31
2025-08-14 13F Objective Capital Management, LLC 1 749 225
2025-08-08 13F Tiff Advisory Services Inc 739 672 −39,50 95 063 −32,95
2025-08-12 13F AlphaCore Capital LLC 18 091 22 513,75 2 325 25 733,33
2025-06-26 NP HF - DGA Absolute Return ETF 16 412 19,88 1 914 15,45
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0 −100,00
2025-07-28 13F Compass Advisory Group LLC 37 206 −15,24 4 782 −6,05
2025-07-10 13F Focus Financial Network, Inc. 11 055 2,68 1 421 13,78
2025-07-30 13F Bogart Wealth, LLC 1 275 0,24 164 10,88
2025-08-04 13F Savvy Advisors, Inc. 3 926 1,60 505 12,50
2025-08-12 13F Long Island Wealth Management, Inc. 82 652 533,54 10 622 602,51
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 3 995 0,00 513 10,80
2025-08-08 13F Smithfield Trust Co 1 149 −9,81 0
2025-07-31 13F/A Avion Wealth 460 0,00 0
2025-07-25 13F Hemington Wealth Management 26 188 −1,17 3 0,00
2025-07-22 13F Old National Bancorp /in/ 3 346 430
2025-08-11 13F Cornerstone Planning Group LLC 606 −5,90 79 6,85
2025-08-13 13F VestGen Advisors, LLC 19 752 0,00 2 539 10,83
2025-08-13 13F Texas Treasury Safekeeping Trust Co 1 0,00 0
2025-07-16 13F Rebalance, Llc 2 385 −13,02 307 −3,47
2025-08-13 13F Quadrant Capital Group Llc 6 563 6,06 843 17,57
2025-07-16 13F Kathmere Capital Management, LLC 9 009 1,48 1 158 12,44
2025-08-12 13F Belmont Capital, LLC 1 205 0,00 155 10,79
2025-08-13 13F Jones Financial Companies Lllp 198 008 36,47 25 346 50,82
2025-08-14 13F Karpus Management, Inc. 2 015 259
2025-08-13 13F Colonial Trust Advisors 16 0,00 2 100,00
2025-07-25 13F We Are One Seven, LLC 8 914 8,32 1 146 20,02
2025-08-04 13F Creekmur Asset Management LLC 2 500 0,00 321 11,07
2025-07-10 13F Sovran Advisors, LLC 39 823 204,13 5 132 252,71
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 11 363 0,21 1 460 11,11
2025-08-12 13F LPL Financial LLC 982 296 3,71 126 245 14,95
2025-07-08 13F Apella Capital, LLC 38 695 11,75 4 977 28,35
2025-07-23 13F Vontobel Holding Ltd. 103 005 −0,06 13 238 10,78
2025-07-28 13F Copia Wealth Management 1 419 0,00 182 10,98
2025-08-12 13F Asset Management Group, Inc. 9 430 0,45 1 212 11,31
2025-07-15 13F Yarbrough Capital, LLC 390 377 0,00 50 171 10,84
2025-05-15 13F CAPROCK Group, Inc. 43 377 23,69 5 030 22,09
2025-07-11 13F First PREMIER Bank 7 264 0,00 1
2025-08-15 13F Security National Bank Of So Dak 40 045 −1,26 5 147 9,44
2025-07-24 13F Papp L Roy & Associates 3 765 0,03 484 10,78
2025-08-14 13F Colony Group, LLC 225 683 20,00 29 005 33,00
2025-04-16 13F Union Bancaire Privee, UBP SA 0 −100,00 0 −100,00
2025-08-11 13F Tidemark, LLC 1 275 0,00 164 10,88
2025-04-30 13F Sofos Investments, Inc. 0 −100,00 0
2025-08-14 13F Evercore Wealth Management, LLC 12 399 5,69 1 594 17,13
2025-07-22 13F USAdvisors Wealth Management, LLC 1 559 0
2025-09-12 13F/A Valeo Financial Advisors, LLC 44 785 1,95 5 756 13,00
2025-07-30 13F Strategic Blueprint, LLC 300 584 13,51 38 631 25,81
2025-08-12 13F Cornerstone Wealth Management, LLC 1 764 0,00 227 10,78
2025-08-14 13F Federation des caisses Desjardins du Quebec 18 877 1,84 2 426 12,84
2025-08-18 13F N.E.W. Advisory Services LLC 2 499 −2,84 321 7,72
2025-07-11 13F/A Umb Bank N A/mo 27 679 −0,90 3 557 9,85
2025-07-23 13F Sax Wealth Advisors, Llc 10 416 −12,99 1 339 −3,60
2025-05-09 13F Planning Alternatives Ltd /adv 0 −100,00 0 −100,00
2025-08-11 13F Private Advisor Group, LLC 144 683 7,19 18 595 18,81
2025-07-08 13F First National Corp /ma/ /adv 3 923 0,00 504 11,01
2025-07-15 13F Missouri Trust & Investment Co 100 0,00 13 9,09
2025-05-05 13F Lindbrook Capital, Llc 33 212 −0,23 3 851 −1,53
2025-07-29 13F Curbstone Financial Management Corp 4 180 0,00 537 10,95
2025-08-07 13F Resources Investment Advisors, LLC. 517 714 3,44 66 537 14,65
2025-07-22 13F Coastal Investment Advisors, Inc. 1 790 88,42 230 109,09
2025-08-14 13F Greenline Partners, LLC 32 336 0,09 4 156 10,95
2025-07-21 13F Verus Financial Partners, Inc. 14 736 0,90 1 911 16,53
2025-08-14 13F Alliancebernstein L.p. 1 622 119 29,06 208 475 43,05
2025-08-06 13F Disciplined Investors, L.L.C. 1 788 0,00 230 10,63
2025-08-08 13F Fortis Group Advisors, LLC 126 0,00 16 14,29
2025-08-13 13F Loomis Sayles & Co L P 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 1 104 270 12,72 141 921 24,94
2025-08-13 13F Okabena Investment Services Inc 99 750 1,35 12 820 12,34
2025-08-06 13F Agf Management Ltd 4 866 −3,61 625 6,84
2025-08-14 13F Robinson Capital Management, Llc 3 500 0,00 450 10,86
2025-08-12 13F Main Management LLC 2 727 −2,47 0
2025-08-13 13F Beacon Pointe Advisors, LLC 54 283 1,39 6 976 12,37
2025-08-14 13F Old Mission Capital Llc 12 197 1 568
2025-08-28 13F Prospera Capital Management, LLC 2 816 362
2025-08-13 13F Nyl Investors Llc 86 734 3,87 11 147 15,14
2025-05-01 13F Schechter Investment Advisors, LLC 0 −100,00 0 −100,00
2025-07-22 13F Bank Hapoalim Bm 18 473 14,84 2 100,00
2025-08-14 13F GWM Advisors LLC 32 163 3,08 4 134 14,23
2025-07-17 13F Independence Bank of Kentucky 155 0,00 20 11,76
2025-08-11 13F Lighthouse Financial LLC 4 100 0,00 527 10,74
2025-08-13 13F Seven Springs Wealth Group, LLC 2 000 0,00 257 11,26
2025-07-22 13F Gutierrez Wealth Advisory, LLC 3 102 399
2025-07-30 13F Phillips Financial Management, Llc 422 0,00 54 12,50
2025-08-14 13F McIlrath & Eck, LLC 1 340 10,65 172 22,86
2025-07-10 13F Signal Advisors Wealth, LLC 2 585 1,06 332 12,16
2025-08-14 13F Family Management Corp 9 006 0,00 1 157 10,82
2025-04-02 13F Marcum Wealth, LLC 0 −100,00 0 −100,00
2025-08-06 13F Moors & Cabot, Inc. 2 375 0,00 305 10,91
2025-07-11 13F Addis & Hill, Inc 3 544 −20,56 455 −11,99
2025-08-13 13F Cheviot Value Management, LLC 3 571 0,00 471 10,85
2025-05-06 13F Winch Advisory Services, LLC 0 −100,00 0 −100,00
2025-07-14 13F UMA Financial Services, Inc. 33 −80,81 4 −78,95
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0 −100,00
2025-08-12 13F Steward Partners Investment Advisory, Llc 35 132 −9,06 4 515 0,80
2025-07-14 13F AdvisorNet Financial, Inc 5 396 −4,85 693 5,48
2025-08-07 13F Readystate Asset Management Lp 25 783 3 314
2025-07-24 13F PayPay Securities Corp 69 −5,48 9 0,00
2025-08-15 13F Equitable Holdings, Inc. 8 481 57,00 1 090 73,96
2025-07-28 13F Twin Tree Management, LP Call 0 −100,00 0 −100,00
2025-08-14 13F 10Elms LLP 195 29,14 25 47,06
2025-07-09 13F Bank of New Hampshire 300 0,00 39 11,76
2025-08-06 13F Entrewealth, Llc 0 −100,00 0 −100,00
2025-08-14 13F Group One Trading, L.p. 0 −100,00 0 −100,00
2025-07-08 13F Parallel Advisors, LLC 34 834 3,23 4 477 14,42
2025-07-30 13F Whittier Trust Co 113 0,00 15 7,69
2025-08-13 13F Greenwich Wealth Management LLC 4 310 7,21 1
2025-07-17 13F Catalytic Wealth RIA, LLC 25 986 3,66 3 340 14,90
2025-07-16 13F MBE Wealth Management, LLC 3 866 0,00 497 10,71
2025-07-18 13F PFG Investments, LLC 1 737 223
2025-05-07 13F Vista Private Wealth Partners. LLC 0 −100,00 0 −100,00
2025-08-15 13F Kestra Advisory Services, LLC 46 929 10,28 6 031 22,23
2025-07-21 13F Successful Portfolios LLC 8 284 0,49 1 065 11,41
2025-08-14 13F Seldon Capital Lp 213 135 182,12 27 392 212,73
2025-08-04 13F HBK Sorce Advisory LLC 2 522 9,04 324 20,90
2025-08-14 13F BLKBRD Asset Management, LP 0 −100,00 0 −100,00
2025-07-31 13F Strait & Sound Wealth Management LLC 7 430 955
2025-08-11 13F Dorsey & Whitney Trust CO LLC 50 305 0,00 6 465 10,85
2025-07-11 13F Thomasville National Bank 0 −100,00 0 −100,00
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-12 13F Change Path, LLC 2 337 −17,77 300 −8,81
2025-08-15 13F Lgl Partners, Llc 4 112 0,46 539 13,50
2025-07-16 13F Flower City Capital 3 791 2,29 487 13,52
2025-08-01 13F Brookwood Investment Group LLC 10 686 −10,16 1 373 −0,44
2025-07-08 13F Heartwood Wealth Advisors LLC 2 296 −2,79 295 8,06
2025-08-07 13F Efficient Advisors, LLC 18 366 4,69 2 360 16,03
2025-07-09 13F Sarasin & Partners LLP 29 947 27,97 3 849 41,84
2025-08-11 13F Western Wealth Management, LLC 2 904 373
2025-08-08 13F Breed's Hill Capital LLC 13 979 0,04 1 797 10,86
2025-07-03 13F Sage Capital Advisors,llc 1 805 0,22 232 11,06
2025-08-06 13F Prospera Financial Services Inc 6 242 225,10 802 261,26
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-15 13F Urban Financial Advisory Corp 952 −52,35 122 −47,19
2025-08-27 13F/A Brinker Capital Investments, LLC 2 597 43,32 334 58,57
2025-07-11 13F Compass Ion Advisors, LLC 71 594 22,58 9 201 35,89
2025-08-01 13F First Pacific Advisors, LP 16 777 3,25 2 156 14,44
2025-08-08 13F Foundations Investment Advisors, LLC 9 331 1 199
2025-07-22 13F Iron Horse Wealth Management, LLC 40 5
2025-04-17 13F Vista Wealth Management Group, LLC 21 074 0,00 2 443 −1,29
2025-08-07 13F Vise Technologies, Inc. 1 965 253
2025-08-12 13F Howe & Rusling Inc 485 40,58 62 55,00
2025-08-14 13F Bank Of Hawaii 3 545 456
2025-05-09 13F McClarren Financial Advisors, Inc. 0 −100,00 0
2025-08-04 13F Flagship Harbor Advisors, Llc 13 818 −8,64 1 776 1,25
2025-08-14 13F Herold Advisors, Inc. 3 961 −23,03 509 −14,60
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 2 780 0,47 357 11,56
2025-07-23 13F Pillar Financial Advisors, LLC 40 0,00 5 25,00
2025-08-14 13F DC Investments Management, LLC 667 054 84,32 85 730 104,30
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 2 165 0,00 278 10,76
2025-07-11 13F Farther Finance Advisors, LLC 29 721 1,40 3 820 12,03
2025-07-17 13F Greenleaf Trust 4 368 −0,36 561 10,43
2025-08-07 13F PFG Advisors 0 −100,00 0 −100,00
2025-07-17 13F Hanson & Doremus Investment Management 2 712 −26,24 0
2025-08-01 13F Banco Santander, S.A. 96 995 −22,83 12 466 −14,46
2025-08-05 13F MidAtlantic Capital Management, Inc. 11 040 6,53 1 419 18,07
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0 −100,00
2025-08-08 13F Glassman Wealth Services 365 15,51 47 27,78
2025-07-11 13F Diversified Trust Co 42 919 13,37 5 516 25,66
2025-07-25 13F Means Investment Co., Inc. 8 030 −6,65 1 032 3,41
2025-07-18 13F Trust Co Of Vermont 855 19,58 110 32,93
2025-07-25 13F JustInvest LLC 6 247 −79,09 803 −76,84
2025-07-31 13F Oppenheimer & Co Inc 10 782 −5,37 1 386 4,84
2025-08-14 13F Susquehanna International Group, Llp Call 159 800 −15,81 20 537 −6,68
2025-08-13 13F Scotia Capital Inc. 17 830 95,10 2 292 116,34
2025-08-12 13F O'shaughnessy Asset Management, Llc 28 548 8,10 3 669 19,79
2025-08-04 13F Arkadios Wealth Advisors 31 974 4 109
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 67 769 14,90 8 796 28,62
2025-08-14 13F Moneta Group Investment Advisors Llc 160 175 1,47 20 586 12,47
2025-08-14 13F Tandem Financial, LLC 1 575 202
2025-08-14 13F Investment House Llc 8 369 1 076
2025-08-11 13F Citigroup Inc 39 695 −10,73 5 102 −1,05
2025-08-01 13F SYM FINANCIAL Corp 60 216 1,74 7 739 12,78
2025-08-07 13F Addison Advisors LLC 1 633 −17,02 210 −8,33
2025-08-14 13F Gen-Wealth Partners Inc 43 168,75 6 400,00
2025-08-14 13F Susquehanna International Group, Llp Put 37 200 −51,44 4 781 −46,18
2025-08-13 13F Renaissance Technologies Llc 17 300 2 223
2025-07-07 13F Wesbanco Bank Inc 1 822 0,00 234 10,90
2025-08-14 13F TCG Advisory Services, LLC 4 315 −12,01 555 −2,46
2025-08-14 13F Harwood Advisory Group, LLC 101 −13,68 13 0,00
2025-08-01 13F Bank of Jackson Hole Trust 1 084 0,00 139 6,92
2025-08-11 13F HighTower Advisors, LLC 523 807 9,64 67 320 21,52
2025-08-14 13F Wetherby Asset Management Inc 200 372 −24,23 25 752 −17,11
2025-07-31 13F AlTi Global, Inc. 14 851 −0,16 1 909 10,67
2025-07-16 13F Plancorp, LLC 5 337 686
2025-08-12 13F Proequities, Inc. 0 0
2025-08-18 13F Rexford Capital Inc 108 14
2025-07-09 13F Chesley Taft & Associates LLC 3 872 −0,79 498 9,96
2025-07-15 13F Well Done, LLC 4 487 −12,57 577 −4,32
2025-08-01 13F MorganRosel Wealth Management, LLC 3 933 0,41 505 11,23
2025-08-11 13F Y.D. More Investments Ltd 7 085 0,00 911 10,84
2025-08-05 13F GPS Wealth Strategies Group, LLC 173 0,58 22 15,79
2025-05-02 13F Cable Hill Partners, LLC 8 306 122,03 968 120,50
2025-08-12 13F Coldstream Capital Management Inc 184 728 2,14 23 741 13,22
2025-05-07 13F WMS Partners, LLC 0 −100,00 0 −100,00
2025-08-04 13F Assetmark, Inc 4 745 218,67 610 254,07
2025-07-30 13F Cullen/frost Bankers, Inc. 32 084 32,95 4 123 47,36
2025-07-17 13F Park Place Capital Corp 160 0,00 21 11,11
2025-07-16 13F Dakota Wealth Management 0 −100,00 0 −100,00
2025-07-23 13F Roundview Capital LLC 8 297 3,76 1 066 14,99
2025-08-07 13F Resolute Advisors LLC 3 503 0,49 450 11,39
2025-07-14 13F Maryland Capital Advisors Inc. 1 226 0,00 158 10,56
2025-07-30 13F Mason & Associates, LLC 2 085 −31,57 268 −24,36
2025-08-14 13F DRW Securities, LLC 9 314 1 200
2025-08-14 13F Murphy & Mullick Capital Management Corp 12 443 7,66 1 617 20,60
2025-08-14 13F Bbr Partners, Llc 21 566 2 772
2025-07-22 13F Simplicity Wealth,LLC 9 462 1 216
2025-08-12 13F Inscription Capital, LLC 492 626 −7,46 63 312 7,63
2025-07-11 13F Prosperity Planning, Inc. 2 669 2,26 343 13,58
2025-08-06 13F Geometric Wealth Advisors 3 371 −0,53 433 10,46
2025-08-14 13F Warren Averett Asset Management, LLC 51 754 2,85 6 651 14,00
2025-07-22 13F Compass Financial Group, INC/SD 9 715 −0,20 1 249 10,64
2025-07-23 13F Bellevue Asset Management, Llc 110 0,00 14 16,67
2025-07-25 13F Welch Group, LLC 1 602 206
2025-08-01 13F Fort Vancouver Investment Management, LLC 2 463 54,91 317 71,74
2025-08-14 13F Snowden Capital Advisors LLC 18 615 0,11 2 392 11,00
2025-08-14 13F Benjamin Edwards Inc 63 771 43,63 8 196 59,19
2025-07-24 13F Thompson Investment Management, Inc. 16 560 −1,08 2 128 9,63
2025-08-12 13F Bedel Financial Consulting, Inc. 2 140 0,00 275 9,13
2025-08-14 13F Bank Of America Corp /de/ 2 504 103 −1,03 321 827 9,70
2025-08-14 13F Great Valley Advisor Group, Inc. 9 242 −85,97 1 187 −84,46
2025-08-04 13F Mayflower Financial Advisors, LLC 30 360 1,58 3 902 12,58
2025-05-15 13F Rakuten Investment Management, Inc. 15 663 797 −3,75 1 814 181 −6,80
2025-08-14 13F Aqr Capital Management Llc 9 704 60,53 1 247 78,14
2025-08-07 13F New England Private Wealth Advisors LLC 2 398 0,25 313 13,00
2025-08-07 13F CENTRAL TRUST Co 2 043 5,80 263 17,49
2025-04-11 13F Towneley Capital Management, Inc / DE 0 −100,00 0 −100,00
2025-07-16 13F RWM Asset Management, LLC 43 153 −0,38 5 546 10,41
2025-08-05 13F Bridgewater Advisors Inc. 90 665 −0,53 11 884 11,77
2025-08-12 13F Coston, McIsaac & Partners 24 145 −0,17 3 50,00
2025-08-08 13F SG Americas Securities, LLC 8 234 78,57 1
2025-07-09 13F Bruce G. Allen Investments, LLC 116 0,00 15 7,69
2025-07-21 13F Quent Capital, LLC 0 −100,00 0 −100,00
2025-08-15 13F Tower Research Capital LLC (TRC) 616 562,37 79 690,00
2025-08-12 13F Legal & General Group Plc 137 915 17 646
2025-08-18 13F/A National Bank Of Canada /fi/ 342 209 21,97 43 980 35,20
2025-08-12 13F Weaver Consulting Group 5 007 0,00 644 10,86
2025-07-30 13F Financial Perspectives, Inc 4 757 54,15 611 71,15
2025-07-16 13F TCI Wealth Advisors, Inc. 3 339 −0,24 429 10,57
2025-07-28 13F Courier Capital Llc 2 728 0,04 351 10,76
2025-07-07 13F First Community Trust Na 2 415 0,00 310 10,71
2025-08-11 13F Novak & Powell Financial Services, Inc. 31 011 0,75 3 986 11,69
2025-07-25 13F Alta Advisers Ltd 62 875 5 897
2025-08-11 13F Bell Investment Advisors, Inc 5 1
2025-08-13 13F SCS Capital Management LLC 437 831 9,59 56 270 21,47
2025-04-23 13F Phillips Wealth Planners LLC 0 −100,00 0 −100,00
2025-07-18 13F Cooper Financial Group 4 833 −10,68 621 −0,96
2025-08-13 13F Baird Financial Group, Inc. 2 503 0,00 322 10,69
2025-05-15 13F Harding Loevner Lp 0 −100,00 0 −100,00
2025-07-18 13F Benchmark Wealth Management, LLC 8 215 −5,88 1 056 4,25
2025-08-08 13F Wiser Advisor Group LLC 0 −100,00 0 −100,00
2025-08-07 13F BOK Financial Private Wealth, Inc. 0 −100,00 0
2025-07-16 13F Kendall Capital Management 8 713 2,49 1 120 13,60
2025-08-14 13F Coyle Financial Counsel LLC 130 561 5,15 16 780 16,55
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0 −100,00
2025-07-15 13F Carr Financial Group Corp 1 736 0,00 223 10,95
2025-07-21 13F HT Partners LLC 19 658 −19,48 2 526 −10,74
2025-08-07 13F Montag A & Associates Inc 4 −99,89 1 −100,00
2025-08-12 13F Investments & Financial Planning, LLC 62 009 −0,16 7 969 10,67
2025-08-12 13F Jpmorgan Chase & Co 521 529 25,32 67 027 38,90
2025-07-21 13F Keystone Financial Group, Inc. 107 0,00 14 8,33
2025-07-09 13F Fragasso Group Inc. 3 741 −7,26 481 2,78
2025-05-13 13F Hanlon Investment Management, Inc. 0 −100,00 0 −100,00
2025-07-30 13F TFB Advisors LLC 1 986 0,00 255 10,87
2025-07-31 13F Kathleen S. Wright Associates Inc. 9 072 −2,96 1 166 7,47
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-08-07 13F Tillman Hartley LLC 4 540 −0,74 584 10,00
2025-07-15 13F Verum Partners LLC 4 130 −96,84 531 −96,50
2025-07-15 13F Cranbrook Wealth Management, LLC 0 −100,00 0 −100,00
2025-07-10 13F Charter Oak Capital Management, LLC 9 196 300,35 1 182 343,98
2025-07-30 13F Crewe Advisors LLC 1 388 0,00 178 11,25
2025-08-12 13F OneAscent Financial Services LLC 2 322 −57,63 0
2025-08-13 13F Cerity Partners LLC 358 046 3,20 46 016 14,39
2025-08-07 13F Gryphon Financial Partners LLC 1 840 236
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0 −100,00
2025-08-14 13F Beaird Harris Wealth Management, LLC 39 0,00 5 25,00
2025-08-08 13F IMA Wealth, Inc. 9 064 10,50 1 110 22,52
2025-08-12 13F Gladstone Institutional Advisory LLC 11 044 9,81 1 419 21,70
2025-05-14 13F Boston Private Wealth Llc 0 −100,00 0 −100,00
2025-08-14 13F Pine Harbor Wealth Management, LLC 7 950 0,00 1 022 10,86
2025-08-08 13F Cetera Investment Advisers 595 455 11,27 76 528 23,33
2025-05-14 13F MAS Advisors LLC 0 −100,00 0 −100,00
2025-07-30 13F/A Divergent Planning, LLC 7 200 28,82 925 41,44
2025-08-05 13F Magnolia Capital Advisors Llc 2 511 −1,34 323 9,15
2025-08-08 13F Capital Investment Advisory Services, LLC 962 −74,28 124 −71,59
2025-07-15 13F Genesis Wealth Advisors, LLC 2 475 0,00 318 11,19
2025-07-15 13F BigSur Wealth Management LLC 1 597 0,00 205 10,81
2025-07-17 13F Johnson & White Wealth Management, LLC 8 403 2,90 1
2025-08-04 13F Hantz Financial Services, Inc. 11 0,00 0
2025-08-14 13F Logan Stone Capital, LLC 0 −100,00 0 −100,00
2025-07-25 13F Wealth Architects, LLC 162 081 0,55 20 831 11,45
2025-07-29 13F Gladwyn Financial Advisors, Inc. 104 13
2025-05-05 13F Nwam Llc 0 −100,00 0 −100,00
2025-08-08 13F Hartland & Co., LLC 180 161 −1,28 23 154 9,42
2025-08-14 13F Millennium Management Llc 0 −100,00 0 −100,00
2025-07-08 13F Webster Bank, N. A. 256 20,75 33 33,33
2025-08-06 13F Nicholas Hoffman & Company, LLC. 7 058 4,70 907 16,13
2025-08-15 13F TLT Family Holdco ULC 505 000 64 903
2025-08-14 13F Comerica Bank 85 831 −3,39 11 031 7,09
2025-05-02 13F BluePointe Capital Management, LLC 18 247 58,02 2 116 55,97
2025-07-23 13F Litman Gregory Asset Management LLC 4 846 4,80 623 16,04
2025-07-10 13F Threadgill Financial, Llc 3 851 −98,77 495 −98,64
2025-07-23 13F Valmark Advisers, Inc. 30 878 10,81 3 968 22,81
2025-07-18 13F Warren Street Wealth Advisors, LLC 12 664 −0,50 1 628 10,31
2025-04-25 13F Root Financial Partners, LLC 0 −100,00 0 −100,00
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0 −100,00
2025-07-21 13F/A Abacus Planning Group, Inc. 11 304 14,08 1 453 26,48
2025-08-14 13F Vernal Point Advisors, LLC 509 308 8,22 65 456 19,96
2025-07-10 13F Secure Asset Management, LLC 36 187 18,42 4 651 31,24
2025-08-13 13F Haverford Trust Co 1 970 0,00 253 10,96
2025-07-09 13F Thrive Wealth Management, LLC 2 396 11,13 308 23,29
2025-08-12 13F Wind River Trust Co 681 693 −0,73 87 611 10,03
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0 −100,00
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-07-18 13F Truist Financial Corp 75 600 10,05 9 716 22,00
2025-07-31 13F Intelligent Financial Strategies 61 365 172,73 7 887 202,38
2025-07-29 13F Regions Financial Corp 2 475 −1,98 318 8,90
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0 −100,00
2025-07-29 13F Latitude Advisors, LLC 3 346 28,40 430 42,38
2025-07-07 13F Centurion Wealth Management LLC 2 540 0,00 326 9,40
2025-08-12 13F Manchester Capital Management LLC 55 867 −30,16 7 180 −22,60
2025-07-23 13F Seamount Financial Group Inc 25 987 17,81 3 340 30,58
2025-08-04 13F Quaker Wealth Management, LLC 15 2
2025-08-13 13F Baker Avenue Asset Management, LP 7 499 −7,74 964 2,23
2025-08-11 13F Mindset Wealth Management, Llc 2 186 0,00 281 10,67
2025-08-13 13F GeoWealth Management, LLC 60 584 −3,98 7 786 6,44
2025-08-07 13F Verus Capital Partners, Llc 3 397 −10,23 437 −0,46
2025-06-17 13F Ridgepath Capital Management LLC 40 457 4 691
2025-08-12 13F Trexquant Investment LP 0 −100,00 0 −100,00
2025-07-07 13F Bangor Savings Bank 21 500 0,00 2 763 10,87
2025-07-17 13F Sound Income Strategies, LLC 1 199 829,46 154 1 000,00
2025-08-06 13F Equity Investment Corp 31 917 0,47 4 102 11,35
2025-08-13 13F Polen Capital Management Llc 5 534 −49,50 711 −44,02
2025-08-13 13F Mayfair Advisory Group, LLC 5 374 3,61 708 17,80
2025-07-18 13F Viewpoint Investment Partners Corp 9 700 16,87 1 247 29,52
2025-07-22 13F Hrc Wealth Management, Llc 15 406 −1,46 1 980 9,22
2025-07-29 13F Chicago Partners Investment Group LLC 12 814 −0,43 1 692 11,24
2025-08-13 13F Cary Street Partners Financial Llc 12 683 6,18 1 630 17,69
2025-08-11 13F Comprehensive Wealth Management, LLC 21 018 2 701
2025-08-11 13F Heritage Wealth Advisors 178 195 8,55 22 902 20,32
2025-07-07 13F Wilson & Boucher Capital Management, LLC 16 302 11,65 2 095 23,82
2025-07-23 13F Friedenthal Financial 66 0,00 8 14,29
2025-08-08 13F Gts Securities Llc 4 690 118,44 603 142,74
2025-07-08 13F Atwood & Palmer Inc 1 0,00 0
2025-08-06 13F Drystone LLC 10 167 57,68 1 307 74,83
2025-04-15 13F Paragon Advisors, LLC 0 −100,00 0 −100,00
2025-08-15 13F Fft Wealth Management Llc 2 704 0,45 354 13,46
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-07-15 13F Seven Post Investment Office LP 70 254 0,15 9 029 10,99
2025-07-24 13F Vantage Point Financial LLC 1 980 0,41 254 11,40
2025-08-12 13F Franklin Resources Inc 21 418 0,00 2 753 10,83
2025-07-25 13F Verdence Capital Advisors LLC 5 733 −1,41 737 9,20
2025-08-11 13F Nomura Asset Management Co Ltd 3 996 0,00 514 10,80
2025-08-06 13F New Millennium Group LLC 2 0,00 0
2025-08-07 13F Tacita Capital Inc 1 608 6,63 207 18,39
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 123 306 6,38 16 15,38
2025-08-14 13F Acorn Wealth Advisors, LLC 2 253 −5,49 290 4,71
2025-07-29 13F Wealthstream Advisors, Inc. 20 335 0,06 2 613 10,91
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 7 526 −8,19 967 1,79
2025-07-30 13F Bernzott Capital Advisors 24 597 2,03 3 161 13,09
2025-07-25 13F PrairieView Partners, LLC 2 895 0,56 0
2025-08-14 13F Vista Capital Partners, Inc. 7 192 13,89 924 26,23
2025-07-10 13F HWG Holdings LP 0 −100,00 0 −100,00
2025-07-29 13F Angeles Wealth Management, Llc 1 324 258 2,95 170 194 14,11
2025-05-12 13F Sandy Spring Bank 0 −100,00 0 −100,00
2025-08-14 13F London & Capital Asset Management Ltd 26 074 9,14 3 351 20,97
2025-08-18 13F Tactive Advisors, LLC 3 859 0,00 496 16,20
2025-07-15 13F Harrell Investment Partners, Llc 1 674 215
2025-08-14 13F Raymond James Financial Inc 678 082 2,66 87 147 13,79
2025-07-28 13F Ritholtz Wealth Management 28 934 25,75 3 719 39,36
2025-07-17 13F Oakworth Capital, Inc. 481 −21,79 62 −14,08
2025-07-15 13F Bfsg, Llc 28 0,00 4 0,00
2025-08-06 13F True Wealth Design, LLC 250 32
2025-08-11 13F Wealthspire Advisors, LLC 183 440 −55,96 23 576 −51,18
2025-08-12 13F Aspiring Ventures, LLC 23 410 0,00 3 009 8,71
2025-08-13 13F Natixis Advisors, L.p. 64 833 −36,62 8 −27,27
2025-07-22 13F Sage Investment Counsel LLC 10 355 1,65 1 331 12,62
2025-07-30 13F Fingerlakes Wealth Management, Inc. 14 030 0,47 1 803 11,37
2025-07-15 13F BKA Wealth Consulting, Inc. 8 250 −14,87 1 060 −5,61
2025-07-16 13F BOS Asset Management, LLC 3 685 0,00 474 10,77
2025-07-29 13F Private Wealth Management Group, LLC 496 1,85 64 12,50
2025-07-18 13F Tanager Wealth Management LLP 23 393 0,21 3 006 11,09
2025-08-15 13F North Ridge Wealth Advisors, Inc. 0 −100,00 0 −100,00
2025-07-30 13F Rehmann Capital Advisory Group 6 518 0,28 838 11,16
2025-07-30 13F Wbh Advisory Inc 87 155 −18,39 11 201 −9,54
2025-07-16 13F Newton One Investments LLC 8 788 −27,36 1 129 −19,47
2025-08-04 13F Pinnacle Associates Ltd 0 −100,00 0 −100,00
2025-08-14 13F Betterment LLC 19 832 −6,51 3 0,00
2025-08-14 13F Integrated Wealth Concepts LLC 42 939 7,38 5 519 19,03
2025-08-01 13F Zhang Financial LLC 694 534 12,40 89 261 24,58
2025-07-31 13F AF Advisors, Inc. 1 681 216
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-05 13F Freestone Capital Holdings, LLC 19 769 −0,23 2 541 10,58
2025-08-13 13F Cresset Asset Management, LLC 771 674 6,56 99 176 18,11
2025-08-14 13F Dark Forest Capital Management Lp 0 −100,00 0 −100,00
2025-05-13 13F Prudential Plc 0 −100,00 0 −100,00
2025-07-07 13F Capital Asset Advisory Services LLC 2 964 −8,88 381 0,00
2025-07-28 13F Cutler Investment Counsel Llc 17 243 1,79 2 216 12,83
2025-08-12 13F CIBC Private Wealth Group, LLC 15 854 0,00 2 038 24,59
2025-08-06 13F Founders Financial Securities Llc 1 780 0,00 229 10,68
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 5 554 414 15,96 714 057 28,57
2025-08-14 13F Oxford Financial Group Ltd 102 303 0,34 13 148 11,22
2025-07-22 13F Checchi Capital Advisers, LLC 5 922 11,53 761 23,74
2025-05-15 13F Brandes Investment Partners, Lp 0 −100,00 0 −100,00
2025-08-14 13F Citadel Advisors Llc Call 76 900 −22,95 9 883 −14,59
2025-07-21 13F River Street Advisors LLC 26 223 145,83 3 370 172,65
2025-07-23 13F WestEnd Advisors, LLC 202 51,88 26 66,67
2025-07-09 13F Procyon Private Wealth Partners, LLC 5 510 9,15 708 21,03
2025-08-07 13F Allworth Financial LP 6 062 40,62 779 57,06
2025-07-22 13F Checchi Capital Advisers, LLC Put 2 000 257
2025-08-14 13F Capitolis Liquid Global Markets LLC 61 200 7 865
2025-08-14 13F Mariner, LLC 674 564 −11,51 86 695 −1,91
2025-08-14 13F Atomi Financial Group, Inc. 3 298 424
2025-07-29 13F Manchester Financial Inc 34 888 3,83 4 484 15,07
2025-07-10 13F Wedmont Private Capital 41 344 9,89 5 360 28,23
2025-08-04 13F Roble, Belko & Company, Inc 5 658 0,00 1
2025-08-06 13F Garrison Point Advisors, Llc 5 075 1,00 652 12,03
2025-07-25 13F Ackerman Capital Advisors, LLC 8 029 −0,02 1 032 10,74
2025-08-12 13F Edmond De Rothschild Holding S.a. 17 000 0,00 2 185 10,81
2025-08-14 13F Citadel Advisors Llc Put 42 700 14,78 5 488 27,22
2025-08-13 13F Smith, Moore & Co. 6 151 3,67 791 14,99
2025-07-11 13F Kingstone Capital Partners Texas, LLC 98 736 10
2025-08-11 13F TD Waterhouse Canada Inc. 5 077 25,05 652 38,14
2025-07-08 13F/A Salem Investment Counselors Inc 150 0,00 19 11,76
2025-08-01 13F Stuart Chaussee & Associates, Inc. 464 0,00 60 11,32
2025-08-01 13F Purkiss Capital Advisors LLC 1 693 218
2025-07-22 13F BridgePort Financial Solutions, LLC 2 630 0,46 338 11,55
2025-07-09 13F Lbmc Investment Advisors, Llc 16 076 −2,87 2 066 7,66
2025-08-13 13F Northern Trust Corp 2 617 971 1,89 336 462 12,94
2025-08-14 13F Partners Capital Investment Group, Llp 645 450 −73,33 82 953 −70,44
2025-07-16 13F Five Oceans Advisors 5 080 0,79 653 11,64
2025-08-08 13F Accredited Investors Inc. 202 561 −5,90 26 033 4,30
2025-08-13 13F Virtus ETF Advisers LLC 26 3
2025-07-14 13F Proathlete Wealth Management Llc 12 1 100,00 2
2025-08-13 13F American Money Management, LLC 5 423 0,00 697 10,99
2025-07-29 13F Stratos Wealth Advisors, LLC 127 138 4,73 16 340 16,09
2025-08-05 13F Crestwood Advisors Group LLC 8 516 −73,37 1 094 −70,49
2025-07-09 13F First Financial Corp /in/ 0 −100,00 0 −100,00
2025-07-11 13F Pinnacle Bancorp, Inc. 3 573 0,51 459 11,41
2025-07-31 13F FSM Wealth Advisors, LLC 182 134 14,71 23 424 27,24
2025-07-17 13F HB Wealth Management, LLC 100 074 −4,34 12 862 6,04
2025-07-22 13F Beacon Financial Advisory LLC 2 041 0,10 262 11,02
2025-08-08 13F Bailard, Inc. 4 380 6,31 563 17,82
2025-07-24 13F Monument Capital Management 4 367 −3,13 561 7,47
2025-08-05 13F Mission Wealth Management, Lp 9 111 −1,37 1 171 9,24
2025-07-09 13F Fermata Advisors, LLC 6 439 3,24 827 14,38
2025-07-16 13F Independent Wealth Network Inc. 1 566 201
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 17 211 4,17 2 212 15,46
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 0 −100,00 0
2025-08-13 13F Bank Of Nova Scotia 701 674 −68,01 90 179 −64,54
2025-07-24 13F PDS Planning, Inc 55 681 2,58 7 156 13,71
2025-08-14 13F Fiduciary Trust Co 56 948 0,00 7 319 10,83
2025-08-14 13F Jane Street Group, Llc Call 65 600 266,48 8 431 306,27
2025-08-14 13F Jane Street Group, Llc Put 4 700 604
2025-07-08 13F Nbc Securities, Inc. 223 0,00 0
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 2 157 0,00 277 10,80
2025-08-11 13F Morling Financial Advisors, LLC 229 29
2025-04-29 13F Compton Wealth Advisory Group, LLC 0 −100,00 0 −100,00
2025-07-17 13F Janney Montgomery Scott LLC 45 232 7,49 6 25,00
2025-07-08 13F Baker Ellis Asset Management LLC 36 649 −0,16 4 710 10,67
2025-08-14 13F Jane Street Group, Llc 1 504 752 −33,26 193 391 −26,03
2025-07-22 13F HFM Investment Advisors, LLC 11 437 −99,04 1 470 18,47
2025-05-09 13F Conquis Financial Llc 0 −100,00 0 −100,00
2025-04-17 13F Nbt Bank N A /ny 0 −100,00 0 −100,00
2025-08-06 13F Shade Tree Advisors LLC 12 505 0,10 1 607 10,98
2025-08-04 13F Balentine LLC 17 860 1,99 2 295 13,05
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 4 515 0,00 580 10,90
2025-07-16 13F/A CX Institutional 16 655 0,01 2 100,00
2025-07-28 13F Td Asset Management Inc 7 663 0,00 985 10,81
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 6 757 −26,86 868 −18,95
2025-07-23 13F Matisse Capital 2 085 0,00 268 10,79
2025-08-04 13F Lockheed Martin Investment Management Co 1 595 000 211,95 204 989 245,77
2025-08-08 13F Tortoise Investment Management, LLC 9 739 0,51 1 252 11,40
2025-08-06 13F Adviser Investments LLC 61 214 8,40 7 867 20,16
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 2 594 38,94 333 54,17
2025-08-06 13F Golden State Wealth Management, LLC 1 846 0,44 237 11,27
2025-08-04 13F McMill Wealth Management 41 026 −5,10 5 262 4,99
2025-08-11 13F VSM Wealth Advisory, LLC 4 007 0,48 515 11,26
2025-08-12 13F Ameritas Investment Partners, Inc. 731 5,79 94 16,25
2025-07-18 13F BSW Wealth Partners 16 049 3,65 2 063 14,87
2025-08-13 13F Royal Fund Management, LLC 25 033 3,70 3 223 14,33
2025-08-08 13F Fiera Capital Corp 7 298 −0,22 938 10,50
2025-07-21 13F Ameriflex Group, Inc. 15 0,00 2 0,00
2025-07-23 13F L.K. Benson & Company, P.C. 12 410 2,35 1 595 13,45
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0 −100,00
2025-07-14 13F Abound Wealth Management 51 −1,92 7 0,00
2025-07-30 13F First Interstate Bank 6 650 −2,92 855 7,56
2025-07-17 13F Wolff Wiese Magana Llc 370 0,00 48 11,90
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 64 220 218,71 8 254 253,30
2025-07-22 13F Belpointe Asset Management LLC 60 304 9,58 7 750 21,45
2025-07-17 13F Venture Visionary Partners LLC 13 212 71,52 1 698 90,15
2025-07-09 13F Westbourne Investments, Inc. 7 420 −1,33 954 9,41
2025-07-14 13F Park Avenue Securities Llc 2 822 0
2025-07-25 13F Sequoia Financial Advisors, LLC 70 870 5,88 9 108 17,37
2025-08-05 13F Verity Asset Management, Inc. 11 268 1 448
2025-08-06 13F Columbia River Financial Group, LLC 2 316 −6,58 0
2025-07-17 13F Symmetry Partners, LLC 21 549 −9,69 2 769 0,11
2025-08-13 13F Gateway Wealth Partners, LLC 6 212 26,75 798 40,49
2025-07-10 13F Hurlow Wealth Management Group, Inc. 2 418 2,20 311 13,14
2025-08-08 13F Your Advocates Ltd., LLP 905 182,81 116 213,51
2025-08-14 13F First Foundation Advisors 3 551 0,00 456 10,95
2025-07-07 13F Modus Advisors, LLC 2 284 0,00 294 10,98
2025-08-13 13F Fisher Asset Management, LLC 151 772 18,39 19 506 31,22
2025-07-09 13F Christopher J. Hasenberg, Inc 1 014 0,00 130 11,11
2025-08-14 13F Visionary Wealth Advisors 2 361 3,51 303 14,77
2025-08-14 13F EP Wealth Advisors, Inc. 10 701 −5,15 1 375 5,12
2025-08-11 13F Mosaic Family Wealth Partners, Llc 4 262 0,24 548 10,95
2025-07-15 13F Main Street Group, LTD 1 0,00 0
2025-07-23 13F Arcadia Investment Advisors Llc 2 647 0,00 340 11,11
2025-08-08 13F Petix & Botte Co 2 062 0,00 265 10,88
2025-07-18 13F Heritage Financial Services, LLC 1 764 227
2025-08-04 13F JDM Financial Group LLC 377 0,00 48 11,63
2025-07-16 13F John W. Brooker & Co., CPAs 0 −100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 46 503 5,94 5 977 17,43
2025-08-05 13F Prosperity Wealth Management, Inc. 1 889 0,00 243 10,50
2025-08-04 13F IFG Advisory, LLC 5 026 44,09 646 59,65
2025-07-23 13F HTG Investment Advisors, Inc. 15 881 3,78 2 041 14,99
2025-07-29 13F MPS Loria Financial Planners, LLC 0 −100,00 0
2025-08-29 13F Centaurus Financial, Inc. 2 546 −3,27 0
2025-08-14 13F Ancora Advisors, LLC 39 854 −2,80 5 122 7,76
2025-04-14 13F Centricity Wealth Management, LLC 0 −100,00 0
2025-08-14 13F TrueWealth Financial Partners 4 562 12,98 586 25,21
2025-08-12 13F/A Brightwater Advisory LLC 7 887 −1,14 1 014 9,51
2025-07-23 13F Wealth Management Nebraska 126 869 −6,48 16 239 3,24
2025-08-15 13F Orcam Financial Group 91 097 1,25 11 708 12,22
2025-07-23 13F Values Added Financial LLC 2 423 0,04 311 11,07
2025-04-30 13F Genus Capital Management Inc. Put 0 −100,00 0 −100,00
2025-07-16 13F Embree Financial Group 2 491 0,28 320 11,11
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 189 0,00 24 14,29
2025-07-31 13F Waldron Private Wealth LLC 46 990 1,72 6 039 12,75
2025-07-15 13F Total Wealth Planning, Llc 6 948 −39,17 893 −32,63
2025-08-13 13F West Family Investments, Inc. 19 290 0,00 2 583 11,00
2025-08-15 13F Morgan Stanley 4 989 108 6,85 641 200 18,43
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-08-13 13F Brown Advisory Inc 254 767 14,81 32 743 27,26
2025-08-01 13F Red Lighthouse Investment Management, Llc 437 56
2025-07-29 13F TFC Financial Management 592 0,51 76 11,76
2025-08-05 13F Aviance Capital Partners, LLC 0 −100,00 0
2025-08-06 13F SOUTH STATE Corp 1 166 0,09 150 10,37
2025-07-09 13F Reyes Financial Architecture, Inc. 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 40 612 −43,91 5 219 −37,83
2025-08-13 13F Wealthedge Investment Advisors, Llc 1 777 −0,78 228 10,14
2025-07-30 13F Bleakley Financial Group, LLC 470 652 1,40 60 488 12,40
2025-07-23 13F Joel Isaacson & Co., LLC 62 141 3,77 7 986 15,02
2025-07-14 13F Clear Harbor Asset Management, LLC 4 388 0,11 564 10,83
2025-08-13 13F Summit Financial, LLC 2 874 21,93 369 35,16
2025-08-14 13F Driehaus Capital Management Llc 2 636 10,76 339 22,91
2025-08-15 13F Blue Edge Capital, LLC 10 305 −2,02 1 324 8,61
2025-08-13 13F Madrone Advisors, LLC 440 016 −65,15 56 551 −61,37
2025-08-06 13F Richard Bernstein Advisors LLC 4 534 −82,17 583 −80,26
2025-07-15 13F SJS Investment Consulting Inc. 600 −5,06 77 5,48
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-12 13F Choate Investment Advisors 86 870 1,20 11 165 12,17
2025-07-16 13F Perigon Wealth Management, LLC 49 597 1,14 6 374 12,10
2025-07-22 13F Marks Group Wealth Management, Inc 0 −100,00 0
2025-05-15 13F Proquility Private Wealth Partners, LLC 0 −100,00 0
2025-08-14 13F BTG Pactual Asset Management US LLC 1 834 0,00 236 10,85
2025-04-15 13F Magnolia Private Wealth, LLC 0 −100,00 0
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 19 030 1,89 2 446 12,93
2025-08-12 13F Summit Global Investments 0 −100,00 0
2025-07-30 13F First Citizens Bank & Trust Co 16 575 0,00 2 130 10,88
2025-07-15 13F Ballentine Partners, LLC 6 394 −4,22 822 6,07
2025-07-18 13F Client 1st Advisory Group, Llc 6 000 0,02 771 10,94
2025-08-08 13F Citizens Financial Group Inc/ri 16 884 −13,03 2 170 −3,60
2025-08-12 13F Argent Trust Co 7 909 0,00 1 016 10,80
2025-07-15 13F Permanent Capital Management, LP 14 345 1 844
2025-04-15 13F Flywheel Private Wealth LLC 0 −100,00 0
2025-07-29 13F Private Trust Co Na 3 726 0,00 479 10,65
2025-08-14 13F Disciplina Capital Management LLC 91 428 0,30 11 750 11,17
2025-08-11 13F Aptus Capital Advisors, LLC 658 4,78 85 16,67
2025-07-16 13F Beaumont Financial Advisors, LLC 0 −100,00 0
2025-07-21 13F Old Second National Bank Of Aurora 50 652 72,87 6 510 91,61
2025-08-14 13F Two Sigma Securities, Llc 9 364 −55,87 1 203 −51,10
2025-08-14 13F/A Barclays Plc 15 050 0,00 2 0,00
2025-08-14 13F Laird Norton Trust Company, Llc 69 880 0,00 8 981 10,84
2025-08-06 13F Stokes Family Office, LLC 36 975 −9,18 4 752 0,68
2025-05-20 13F Security National Bank Of Sioux City Iowa /ia/ 0 −100,00 0
2025-07-24 13F 3Chopt Investment Partners, LLC 1 435 −4,97 184 5,14
2025-08-18 13F Wolverine Trading, Llc Call 9 500 82,69 1 216 101,99
2025-07-18 13F Swp Financial Llc 7 357 −0,70 946 10,01
2025-07-29 13F Aspiriant, Llc 5 069 1,00 651 12,05
2025-08-12 13F J.w. Cole Advisors, Inc. 25 514 14,20 3 279 26,60
2025-08-05 13F Westside Investment Management, Inc. 630 0,00 81 10,96
2025-07-28 13F Twin Tree Management, LP 6 132 152,76 788 180,43
2025-08-14 13F Fmr Llc 92 439 20,80 11 880 33,89
2025-07-24 13F Us Bancorp \de\ 2 769 081 4,34 355 895 15,66
2025-07-29 13F JTC Employer Solutions Trusteee Ltd 7 500 0,00 1
2025-08-04 13F Kovack Advisors, Inc. 3 461 −0,80 445 9,90
2025-08-14 13F Smartleaf Asset Management LLC 94 881 5,01 12 145 16,04
2025-08-14 13F First Manhattan Co 4 871 0,58 626 11,59
2025-07-16 13F Signaturefd, Llc 22 560 −8,65 2 899 1,26
2025-07-16 13F MontVue Capital Management, Inc. 2 792 0,00 359 10,84
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-05-14 13F Luminist Capital LLC 0 −100,00 0
2025-07-09 13F Westmount Partners, LLC 51 999 6,45 6 683 17,99
2025-07-24 13F Trevian Wealth Management LLC 8 529 0,01 1
2025-08-08 13F Larson Financial Group LLC 1 543 198
2025-08-14 13F Glen Eagle Advisors, LLC 458 298,26 59 346,15
2025-08-14 13F MidWestOne Financial Group, Inc. 7 166 10,93 921 22,83
2025-07-30 13F Retirement Planning Group 3 366 −2,72 433 7,73
2025-07-31 13F Harbour Investment Management Llc 3 762 0,00 483 10,78
2025-08-11 13F NewEdge Wealth, LLC 100 170 −0,93 13 126 11,97
2025-07-28 13F Allianz Asset Management GmbH 879 620 76,75 113 049 95,92
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 74 0,00 10 12,50
2025-07-31 13F 180 Wealth Advisors, Llc 15 674 −0,58 2 014 10,18
2025-08-05 13F Cassaday & Co Wealth Management LLC 2 418 0,00 311 10,71
2025-05-09 13F Belvedere Trading LLC Call 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 6 297 16,96 809 28,01
2025-05-09 13F Belvedere Trading LLC Put 0 −100,00 0
2025-08-12 13F TCTC Holdings, LLC 4 547 0,00 584 10,82
2025-08-14 13F DecisionPoint Financial, LLC 2 215 −12,90 285 −3,40
2025-08-12 13F Country Trust Bank 359 0,00 46 12,20
2025-07-18 13F Northstar Group, Inc. 37 365 0,86 4 802 11,80
2025-07-25 13F Almanack Investment Partners, LLC. 58 825 −14,94 7 560 −5,72
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 551 0,55 71 11,11
2025-07-18 13F Trilogy Capital Inc. 1 864 240
2025-07-11 13F AA Financial Advisors, LLC 176 001 12,40 22 620 24,59
2025-07-28 13F Delap Wealth Advisory, Llc 3 534 0,00 454 11,00
2025-08-12 13F Accredited Wealth Management, LLC 127 −23,49 16 −15,79
2025-08-01 13F JDH Wealth Management, LLC 1 614 −27,72 207 −19,77
2025-08-11 13F Sierra Capital LLC 7 378 0,48 1
2025-08-14 13F Humankind Investments LLC 101 000 0,00 12 981 10,85
2025-08-14 13F Empire Life Investments Inc. 8 573 34,16 1 102 48,78
2025-08-12 13F Insigneo Advisory Services, Llc 24 266 0,71 3 119 11,64
2025-07-22 13F WJ Interests, LLC 352 318 −0,98 45 280 9,75
2025-08-14 13F Vivaldi Capital Management, LLC 10 770 −25,47 1 384 −17,37
2025-08-05 13F Next Capital Management LLC 2 364 0,04 304 10,58
2025-08-04 13F Creative Financial Designs Inc /adv 2 397 6,72 308 18,46
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 19 821 6,14 2 547 17,64
2025-08-13 13F American Investment Services, Inc. 2 022 −47,14 260 −41,53
2025-08-14 13F Chilton Investment Co Llc 2 954 380
2025-08-04 13F Bristlecone Advisors, LLC 0 −100,00 0
2025-09-09 13F Cambridge Financial Group, LLC 6 295 3,79 809 15,08
2025-08-14 13F Nepc Llc 1 326 000 0,00 170 418 10,84
2025-08-14 13F Hirtle Callaghan & Co LLC 1 110 −51,80
2025-07-22 13F 4Thought Financial Group Inc. 38 0,00 5 0,00
2025-08-26 NP GLBIX - Leuthold Global Fund Institutional Class Short −3 486 −30,45 −448 −22,89
2025-08-15 13F Lantern Wealth Advisors, LLC 3 961 −22,79 509 −15,45
2025-07-17 13F Guyasuta Investment Advisors Inc 1 685 217
2025-08-06 13F Nvwm, Llc 5 0,00 1
2025-08-12 13F Waddell & Associates, Llc 13 229 −0,14 1 700 10,68
2025-08-07 13F Rathbone Brothers plc 88 618 −18,47 11 389 −9,63
2025-08-07 13F Sollinda Capital Management LLC 0 −100,00 0
2025-08-14 13F Stifel Financial Corp 180 348 41,41 23 179 56,75
2025-07-29 13F Signature Estate & Investment Advisors Llc 3 520 0,86 452 11,88
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8 595 −1,43 1 105 9,42
2025-07-18 13F Columbia Asset Management 2 140 7,27 275 19,05
2025-08-07 13F Americana Partners, LLC 25 333 −0,18 3 256 10,64
2025-08-12 13F Tocqueville Asset Management L.p. 9 196 1,88 1 182 12,91
2025-08-05 13F Sigma Planning Corp 1 884 −0,48 242 10,50
2025-07-29 13F Creekside Partners 14 154 0,01 1 819 10,85
2025-08-05 13F Hapanowicz & Associates Financial Services, Inc 1 749 0,00 225 10,89
2025-07-24 13F Jfs Wealth Advisors, Llc 9 617 0,00 1 236 10,76
2025-07-23 13F Intergy Private Wealth, LLC 50 206 0,18 6 452 11,03
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. 2 195 0,00 282 11,02
2025-08-14 13F/A Rockefeller Capital Management L.P. 1 973 426 −8,45 253 625 1,47
2025-07-23 13F Steel Peak Wealth Management LLC 3 229 29,16 415 43,25
2025-07-24 13F Robertson Stephens Wealth Management, LLC 55 798 −6,50 7 171 3,64
2025-08-11 13F Regal Investment Advisors LLC 1 991 256
2025-07-31 13F Buckingham Strategic Partners 21 957 16,70 2 822 29,39
2025-08-14 13F Glenmede Investment Management, LP 140 092 18 005
2025-07-09 13F Dynamic Advisor Solutions LLC 3 453 1,71 444 12,72
2025-08-13 13F ARGI Investment Services, LLC 1 091 185 −12,66 140 239 −3,19
2025-07-22 13F Olistico Wealth, LLC 4 132 0,02 531 10,86
2025-08-11 13F Lanham O'Dell & Company, Inc. 139 617 17 944
2025-07-16 13F Formidable Asset Management, LLC 3 500 0,00 406 0,00
2025-07-22 13F Berger Financial Group, Inc 2 968 −4,26 381 6,13
2025-08-11 13F Vanguard Group Inc 124 787 −0,20 16 038 10,62
2025-08-29 13F Total Investment Management Inc 142 18
2025-07-29 13F Financial Symmetry Inc 66 666 −1,18 8 568 9,52
2025-08-14 13F IHT Wealth Management, LLC 8 281 50,51 1 064 67,03
2025-04-28 13F LFA - Lugano Financial Advisors SA 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 2 149 522 4,86 276 256 16,23
2025-08-11 13F Atlantic Private Wealth, LLC 1 389 5,15 38 18,75
2025-07-17 13F Applied Capital LLC 2 748 −1,40 353 9,29
2025-07-28 13F Rosenberg Matthew Hamilton 275 −1,08 35 9,38
2025-08-07 13F King Luther Capital Management Corp 319 10,80
2025-05-01 13F McCarthy Grittinger Financial Group, LLC 0 −100,00 0
2025-07-08 13F Arlington Trust Co LLC 8 608 −19,48 1 106 −10,73
2025-07-17 13F Sterling Investment Advisors, Ltd. 3 554 2,16 457 13,15
2025-07-16 13F Evergreen Private Wealth LLC 0 −100,00 0
2025-07-31 13F Oak Harbor Wealth Partners, Llc 186 7,51 24 15,00
2025-08-08 13F Kingsview Wealth Management, LLC 38 084 −0,94 4 895 9,80
2025-07-25 13F BCR Wealth Strategies, LLC 3 638 5,48 0
2025-07-28 13F Galilei Investment Office LLP 54 900 −4,08 7 056 7,30
2025-07-31 13F Resonant Capital Advisors, LLC 3 000 0,00 386 10,95
2025-08-06 13F Vestmark Advisory Solutions, Inc. 0 −100,00 0
2025-07-25 13F Northwest Capital Management Inc 54 0,00 7 0,00
2025-04-17 13F Rs Crum Inc. 3 005 2,56 348 1,16
2025-07-15 13F Mather Group, Llc. 215 884 0,15 27 745 11,01
2025-04-11 13F Davis Capital Management 48 0,00 6 0,00
2025-07-23 13F ETF Portfolio Partners, Inc. 3 649 18,63 469 31,46
2025-07-23 13F Ameliora Wealth Management Ltd. 800 0,00 103 10,87
2025-08-14 13F RBF Capital, LLC 10 000 0,00 1 285 10,87
2025-08-05 13F Huntington National Bank 606 1,68
2025-08-06 13F Ethos Financial Group, LLC 210 387 7,48 27 039 17,58
2025-07-30 13F Forum Financial Management, LP 2 933 −1,01 377 9,62
2025-08-07 13F Evoke Wealth, Llc 468 056 −4,11 60 155 6,28
2025-08-14 13F Financial Engines Advisors L.L.C. 6 495 −43,55 835 −37,36
2025-08-06 13F Savant Capital, LLC 11 207 9,60 1 440 21,52
2025-08-18 13F Wolverine Trading, Llc 0 −100,00 0 −100,00
2025-08-05 13F Cherry Tree Wealth Management, LLC 823 0,61 106 11,70
2025-08-12 13F Prudential Financial Inc 6 000 0,00 771 10,94
2025-07-17 13F Smith, Salley & Associates 2 637 3,94 339 14,97
2025-08-13 13F Lido Advisors, LLC 157 887 3,37 20 292 14,57
2025-07-18 13F TruNorth Capital Management, LLC 2 143 0,00 275 10,89
2025-08-18 13F Pacific Center for Financial Services 186 0,54 24 9,52
2025-07-30 13F Studio Investment Management Llc 41 321 3,29 5 311 14,49
2025-07-30 13F D.a. Davidson & Co. 15 386 2,77 1 977 13,88
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 18 346 23,99 2 358 37,43
2025-07-23 13F Elevate Wealth Advisory, Inc 1 400 0,79 180 11,88
2025-08-07 13F Alliance Wealth Management Group 2 547 0,00 327 10,85
2025-08-19 13F Newbridge Financial Services Group, Inc. 307 −97,39 39 −97,14
2025-07-30 13F Arbor Investment Advisors, LLC 42 699 4,96 5 488 16,32
2025-07-23 13F Schrum Private Wealth Management LLC 9 260 17,10 1 190 29,91
2025-08-07 13F University Of Chicago 255 417 −8,58 32 826 1,34
2025-07-21 13F Triad Wealth Partners, LLC 2 281 293
2025-08-08 13F Brickley Wealth Management 7 210 −0,11 927 10,77
2025-07-22 13F Windward Private Wealth Management Inc. 9 037 4,55 1 161 15,87
2025-08-13 13F EverSource Wealth Advisors, LLC 39 735 11,28 5 107 23,33
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 4 921 0,00 632 10,88
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 45 901 29,21 5 943 43,67
2025-08-06 13F Modera Wealth Management, LLC 32 460 10,55 4 172 22,53
2025-04-14 13F Baldwin Brothers Inc/ma 0 −100,00 0
2025-08-07 13F Cypress Capital, LLC 1 810 0,00 233 11,00
2025-07-31 13F Sage Mountain Advisors LLC 6 234 0,00 801 10,94
2025-07-15 13F Financial Management Professionals, Inc. 10 346 1 330
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 9 168 −16,72 1 178 −7,68
2025-08-05 13F Levin Capital Strategies, L.p. 14 345 0,00 1 844 10,82
2025-08-08 13F Austin Wealth Management, LLC 10 003 −64,90 1 300 −60,44
2025-07-02 13F HBW Advisory Services LLC 0 −100,00 0
2025-07-17 13F Northwest Wealth Management, Llc 6 690 6,87 860 18,48
2025-07-31 13F Wealthfront Advisers Llc 109 124 19,67 14 025 32,65
2025-08-12 13F Laurel Wealth Advisors LLC 366 282 3
2025-07-14 13F Ridgewood Investments LLC 28 168 −3,31 3 620 7,20
2025-07-17 13F Melfa Wealth Management, Llc 2 829 1,00 364 12,04
2025-07-22 13F Rockingstone Advisors LLC 10 187 1,09 1 309 12,07
2025-07-24 13F Etesian Wealth Advisors, Inc. 2 623 −16,46 337 −7,42
2025-08-19 13F Asset Dedication, LLC 1 514 0,00 195 10,86
2025-07-15 13F Revisor Wealth Management LLC 0 −100,00 0
2025-07-30 13F Phoenix Holdings Ltd. 2 135 0,00 274 10,93
2025-07-31 13F Brighton Jones Llc 289 399 5,05 37 194 16,44
2025-07-28 13F Boston Trust Walden Corp 5 425 −3,14 697 7,40
2025-08-06 13F SNS Financial Group, LLC 41 641 −0,75 5 352 10,01
2025-07-14 13F Caitlin John, LLC 2 761 0,00 355 10,63
2025-08-06 13F Commonwealth Equity Services, Llc 442 004 3,05 57 14,29
2025-08-13 13F Global Endowment Management, LP 302 086 1,00 38 824 11,95
2025-07-17 13F Mustard Seed Financial, LLC 5 805 0,03 746 11,01
2025-05-01 13F Quest 10 Wealth Builders, Inc. 734 −23,62 85 −24,11
2025-07-31 13F Dodds Wealth, LLC 7 584 0,07 975 10,93
2025-07-25 13F LRI Investments, LLC 729 10,45 94 22,37
2025-07-31 13F University Of Texas/texas Am Investment Managment Co 27 798 0,00 3 573 10,83
2025-08-18 13F Front Row Advisors LLC 7 0,00 1
2025-08-01 13F Centerpoint Advisors, LLC 7 0,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 2 402 173 5,90 308 727 17,38
2025-08-08 13F Empower Advisory Group, LLC 1 714 −9,26 220 0,46
2025-07-17 13F Global Trust Asset Management, LLC 17 0,00 2 100,00
2025-08-14 13F Quantinno Capital Management LP 72 759 −2,19 9 351 8,42
2025-08-13 13F Sonoma Private Wealth LLC 7 560 0,00 972 10,84
2025-08-07 13F Midwest Trust Co 8 234 1 058
2025-08-01 13F Biltmore Family Office, LLC 323 0,00 42 10,81
2025-07-31 13F Leavell Investment Management, Inc. 80 183 0,87 10 305 11,80
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-07 13F Weil Company, Inc. 174 526 121,24 22 430 145,24
2025-07-29 13F Stratos Wealth Partners, LTD. 254 422 852,53 32 698 955,80
2025-07-21 13F Investment Planning Advisors, Inc. 14 542 10,44 1 869 22,41
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-15 13F Captrust Financial Advisors 41 940 24,89 5 390 38,45
2025-08-13 13F Capital International Investors 22 986 −3,81 2 942 6,32
2025-08-06 13F Van Cleef Asset Management,Inc 31 471 0,00 4 045 10,82
2025-08-14 13F CIBC World Markets Inc. 37 902 8,72 4 871 20,51
2025-07-29 13F Kraft, Davis & Associates, LLC 3 006 −4,96 395 11,61
2025-07-21 13F Stock Yards Bank & Trust Co 0 −100,00 0
2025-08-07 13F Samalin Investment Counsel, LLC 4 351 0,23 559 11,13
2025-07-15 13F Attessa Capital LLC 4 982 76,17 640 95,72
2025-07-17 13F LifeGuide Financial Advisors, LLC 3 713 43,53 477 59,53
2025-07-22 13F Macroview Investment Management Llc 4 119 0,46 529 11,37
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 5 187 0,43 667 11,37
2025-07-17 13F Norris Perne & French Llp/mi 2 195 0,00 282 11,02
2025-08-12 13F SRS Capital Advisors, Inc. 872 −55,10 333 47,56
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 37 979 −1,30 4 881 13,12
2025-07-15 13F Garrett Investment Advisors LLC 10 540 0,01 1 355 10,89
2025-08-04 13F Spire Wealth Management 15 320 −31,85 1 969 −24,48
2025-08-06 13F Wedbush Securities Inc 15 603 0,06 2 100,00
2025-08-08 13F TD Capital Management LLC 1 111 0,45 143 10,94
2025-07-25 13F Atria Wealth Solutions, Inc. 11 767 −72,23 1 516 −69,16
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-07-25 13F Hazlett, Burt & Watson, Inc. 284 0,00 0
2025-07-30 13F Cabot-Wellington, LLC 1 859 0,00 239 10,70
2025-08-13 13F Financial Freedom, LLC 120 0,84 15 15,38
2025-08-14 13F Mercer Global Advisors Inc /adv 138 266 35,32 17 770 49,99
2025-08-14 13F ICONIQ Capital, LLC 46 521 0,20 5 979 11,05
2025-08-12 13F Barings Llc 789 847 285,36 101 511 327,14
2025-07-21 13F Yeomans Consulting Group, Inc. 0 −100,00 0
2025-08-14 13F RMB Capital Management, LLC 21 980 2 825
2025-08-19 13F Anchor Investment Management, LLC 1 0
2025-07-22 13F Red Door Wealth Management, LLC 2 359 0,04 303 10,99
2025-07-23 13F Ironwood Financial, llc 29 719 0,00 3 446 0,00
2025-08-14 13F Windsor Advisory Group, LLC 23 365 −65,40 3 003 −61,65
2025-08-07 13F Mayport, Llc 4 545 0,15 584 11,03
2025-07-24 13F IFP Advisors, Inc 2 656 3,07 341 14,43
2025-07-08 13F Ptm Wealth Management, Llc 1 873 243
2025-06-26 NP MSTGX - Morningstar Global Income Fund 25 051 2 921
2025-07-16 13F Essex Financial Services, Inc. 7 359 −2,08 946 8,50
2025-08-04 13F Keybank National Association/oh 9 794 65,10 1 259 83,11
2025-08-01 13F Envestnet Asset Management Inc 1 184 228 23,43 152 196 36,81
2025-07-23 13F Country Club Bank /gfn 1 770 0,00 227 10,24
2025-08-12 13F Pathstone Holdings, LLC 105 576 11,32 13 565 23,34
2025-08-05 13F NewSquare Capital LLC 99 13
2025-08-14 13F Aspen Grove Capital, LLC 83 873 −17,63 10 781 −8,70
2025-08-08 13F Compass Financial Services Inc 355 0,28 46 12,50
2025-07-18 13F Wetzel Investment Advisors, Inc. 4 241 −87,57 545 −86,23
2025-05-21 13F CBM Financial, LLC 20 375 2 507
2025-04-17 13F Life Planning Partners, Inc 0 −100,00 0 −100,00
2025-07-31 13F Whipplewood Advisors, LLC 27 819 317,95 3 575 13,74
2025-08-08 13F eCIO, Inc. 1 814 0,50 233 11,48
2025-08-11 13F Brass Tax Wealth Management, Inc 3 157 −6,79 406 3,32
2025-07-18 13F Gold Investment Management Ltd. 20 0,00 3 0,00
2025-07-28 13F Fairman Group, LLC 708 30,63 91 42,86
2025-08-08 13F SBI Securities Co., Ltd. 754 831 −0,26 97 011 10,55
2025-08-07 13F Cahill Financial Advisors Inc 3 653 2,93 469 14,11
2025-08-14 13F Main Street Financial Solutions, LLC 6 128 7,91 788 19,60
2025-05-15 13F Glenmede Trust Co Na 106 184 98,06 12 312 95,49
2025-08-14 13F Headlands Technologies LLC 11 527 −0,23 1 481 10,60
2025-07-09 13F Sivia Capital Partners, LLC 93 445 27,34 12 010 41,15
2025-08-13 13F Safe Harbor Fiduciary, LLC 0 −100,00 0
2025-08-07 13F Prime Buchholz LLC 957 705 −1,65 123 084 9,01
2025-07-17 13F XY Planning Network, Inc. 13 238 365,63 1 701 417,02
2025-07-22 13F Schwab Charitable Fund 43 400 0,00 5 578 10,83
2025-08-05 13F Tiaa Trust, National Association 2 497 −16,29 321 −7,25
2025-08-13 13F Level Four Advisory Services, Llc 6 301 1,48 810 12,36
2025-08-13 13F Aristides Capital LLC 7 371 0,00 947 10,89
2025-07-17 13F BFI Infinity Ltd. 7 632 981
2025-07-29 13F FLC Capital Advisors 1 800 2,27 231 13,24
2025-08-14 13F Lazard Asset Management Llc 1 390 −5,57 0
2025-08-05 13F Bank of New York Mellon Corp 172 495 −1,06 22 169 9,67
2025-07-29 13F Barlow Wealth Partners, Inc. 6 525 0,00 843 11,52
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 373 263 30,75 47 972 28,23
2025-07-22 13F Wealthcare Advisory Partners LLC 34 080 7,59 4 380 19,25
2025-08-13 13F Lumbard & Kellner, LLC 5 914 −0,07 760 10,79
2025-07-25 13F Concurrent Investment Advisors, LLC 52 094 18,83 6 695 31,71
2025-08-05 13F McGinn Investment Management, Inc. 4 845 −10,21 1
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 1 791 4,80 230 16,16
2025-08-14 13F Gotham Asset Management, LLC 75 548 17,42 9 709 30,15
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 452 769 −4,60 58 190 5,74
2025-08-14 13F FC Advisory LLC 6 871 0,47 883 11,35
2025-07-23 13F West Paces Advisors Inc. 125 0,00 16 14,29
2025-07-31 13F Prentice Wealth Management LLC 264 860 −0,06 34 040 10,78
2025-08-14 13F Financial Advisory Service, Inc. 3 068 0,39 394 11,30
2025-08-11 13F One Capital Management, LLC 7 709 0,06 991 10,86
2025-07-22 13F Vested Financial Planning, LLC 2 922 7,86 375 19,43
2025-08-19 13F Advisory Services Network, LLC 5 219 6,01 678 18,95
2025-08-05 13F Towercrest Capital Management 2 547 0,00 327 10,85
2025-07-31 13F Hoge Financial Services, Llc 128 844 1,44 16 588 12,63
2025-07-17 13F Barry Investment Advisors, LLC 58 279 −0,04 7 490 10,80
2025-08-08 13F Thoroughbred Financial Services, Llc 0 −100,00 0
2025-07-22 13F JP Wealth Management, Inc. 2 230 0,00 287 10,85
2025-09-04 13F/A Advisor Group Holdings, Inc. 241 982 9,26 31 103 21,11
2025-09-09 13F NWF Advisory Services Inc. 49 836 0,66 6 405 11,57
2025-07-24 13F Stonebridge Financial Group, LLC 12 497 −9,11 1 606 0,75
2025-07-15 13F Signal Tree Financial Partners Llc 1 966 −13,54 253 −4,18
2025-07-16 13F Signature Resources Capital Management, LLC 1 360 0,00 175 10,83
2025-08-06 13F Rialto Wealth Management, LLC 2 332 3,69 300 15,00
2025-07-31 13F Aspen Capital Management, LLC 7 959 −0,59 1 023 10,13
2025-08-25 NP FPAG - FPA Global Equity ETF 16 777 4,10 2 156 15,42
2025-08-06 13F/A Flagship Private Wealth, LLC 2 445 −11,19 314 −1,57
2025-07-10 13F Sharkey, Howes & Javer 27 535 −0,62 3 539 10,15
2025-07-16 13F GoalFusion Wealth Management, LLC 198 256 −0,78 25 480 9,98
2025-07-21 13F Ascent Group, LLC 2 151 −2,58 276 7,81
2025-08-12 13F Waterloo Capital, L.P. 2 620 −0,27 337 10,53
2025-07-24 13F NavPoint Financial, Inc. 40 617 1,18 5 220 12,16
2025-08-11 13F Brown Brothers Harriman & Co 7 480 135,59 961 161,14
2025-08-14 13F Van Eck Associates Corp 815 502 −41,77 105 −35,80
2025-04-17 13F RHS Financial, LLC 0 −100,00 0
2025-07-15 13F RTD Financial Advisors, Inc. 1 929 6,28 248 17,62
2025-08-11 13F Retirement Capital Strategies 237 425 30 514
2025-07-21 13F Ameritas Advisory Services, LLC 5 821 −38,59 748 −32,55
2025-07-14 13F Oliver Luxxe Assets LLC 2 101 −0,38 270 10,66
2025-07-17 13F SC&H Financial Advisors, Inc. 16 219 −0,99 2 084 9,74
2025-05-14 13F Monterey Private Wealth, Inc. 27 252 0,17 3 160 −1,16
2025-07-30 13F Brookstone Capital Management 2 634 2,89 339 14,19
2025-08-12 13F Boxwood Ventures, Inc. 26 192 0,00 3 366 10,87
2025-07-14 13F Foster Group, Inc. 100 711 4,83 12 943 16,20
2025-07-17 13F Heritage Investment Group, Inc. 49 673 4,48 6 384 15,80
2025-07-24 13F Leo Wealth, LLC 16 189 12,55 2 081 24,78
2025-08-06 13F Genus Capital Management Inc. 6 289 24,96 808 38,59
2025-08-11 13F United Capital Financial Advisers, Llc 73 847 −14,30 9 491 −5,01
2025-07-15 13F Maseco Llp 55 7
2025-07-15 13F Perennial Advisors, LLC 3 355 0,00 431 10,80
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 4 948 −2,83 636 4,61
2025-07-28 13F DORVAL Corp 120 975 0,38 15 548 7,00
2025-08-07 13F Prudent Man Investment Management, Inc. 1 587 0,00 186 0,00
2025-08-15 13F Nikulski Financial, Inc. 8 283 −0,12 1 065 10,72
2025-08-04 13F Daymark Wealth Partners, Llc 17 808 0,35 2 289 11,23
2025-08-11 13F Compass Capital Corp /ma/ /adv 21 436 −4,50 2 405 −2,67
2025-08-04 13F Amplius Wealth Advisors, LLC 4 871 626
2025-08-13 13F M&t Bank Corp 116 766 −0,61 15 007 10,16
2025-07-09 13F Brand Asset Management Group, Inc. 10 206 −6,95 1 312 3,15
2025-07-24 13F Eastern Bank 530 0,00 68 11,48
2025-07-11 13F Myecfo, Llc 54 096 0,08 6 952 10,93
2025-08-05 13F Wakefield Asset Management LLLP 6 297 0,00 809 10,82
2025-08-14 13F Arete Wealth Advisors, LLC 2 206 4,01 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 317 019 10,84 40 743 22,86
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-08 13F VeraBank, N.A. 5 860 753
2025-08-05 13F Plante Moran Financial Advisors, LLC 1 492 1,84 192 13,02
2025-07-18 13F Bartlett & Co. Wealth Management Llc 13 048 8,79 1 677 20,58
2025-07-29 13F SilverOak Wealth Management LLC 25 287 −0,84 3 250 9,91
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 2 532 0,00 325 10,92
2025-07-17 13F Lakewood Asset Management LLC 45 158 3,08 5 804 14,25
2025-07-10 13F Aua Capital Management, Llc 3 343 0,00 430 10,85
2025-07-28 13F Mutual Advisors, LLC 26 610 221,18 3 512 266,21
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 335 43
2025-07-10 13F Waypoint Wealth Partners Inc. 3 103 0,23 399 11,17
2025-05-15 13F Citadel Advisors Llc 0 −100,00 0 −100,00
2025-08-14 13F Engineers Gate Manager LP 0 −100,00 0
2025-07-22 13F Merit Financial Group, LLC 43 777 93,44 5 626 114,41
2025-07-17 13F Astoria Strategic Wealth, Inc. 16 861 0,73 2 167 11,65
2025-08-25 13F Silverlake Wealth Management Llc 10 672 1 372
2025-04-29 13F Financial Network Wealth Management LLC 723 0
2025-07-14 13F Painted Porch Advisors LLC 300 −1,96 39 8,57
2025-07-07 13F Nova Wealth Management, Inc. 3 283 0,31 422 11,08
2025-08-07 13F Allen Investment Management LLC 0 −100,00 0
2025-05-15 13F Hall Laurie J Trustee 0 −100,00 0
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-14 13F Sunbelt Securities, Inc. 14 2
2025-08-14 13F Ariel Investments, Llc 33 476 −55,26 4 302 −50,41
2025-07-17 13F Fifth Third Securities, Inc. 47 783 0,65 6 141 11,57
2025-08-14 13F UBS Group AG 1 707 993 5,41 219 511 16,83
2025-07-11 13F LongView Wealth Management 21 034 26,35 2 703 40,05
2025-07-21 13F Qrg Capital Management, Inc. 2 744 51,10 353 67,62
2025-07-15 13F Five Pine Wealth Management 7 805 12,32 1 002 24,35
2025-08-07 13F Commerce Bank 2 444 25,98 314 40,18
2025-07-10 13F Affiance Financial, LLC 31 356 6,07 4 030 17,57
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 3 480 −26,49 447 −18,58
2025-07-17 13F Albion Financial Group /ut 3 50,00 0
2025-07-23 13F Columbus Macro, LLC 12 834 −47,05 1 649 −41,32
2025-07-14 13F Sellwood Investment Partners LLC 10 726 1 379
2025-07-07 13F New Capital Management LP 10 662 −2,77 1 370 7,79
2025-07-24 13F Blair William & Co/il 32 232 53,30 4 143 69,96
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