VTEB - Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
US ˙ ARCA ˙ US9229077469

Grundläggande statistik
Institutionella ägare 1224 total, 1221 long only, 0 short only, 3 long/short - change of −1,28% MRQ
Genomsnittlig portföljallokering 0.7001 % - change of −3,40% MRQ
Institutionella aktier (lång) 582 926 905 (ex 13D/G) - change of 36,98MM shares 6,77% MRQ
Institutionellt värde (lång) $ 28 124 818 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (US:VTEB) har 1224 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 582,926,905 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Northwestern Mutual Wealth Management Co, Creative Planning, Charles Schwab Investment Management Inc, Morgan Stanley, Raymond James Financial Inc, Wealthfront Advisers Llc, Fmr Llc, Northern Trust Corp, and Sei Investments Co .

Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (ARCA:VTEB) 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 10, 2025 is 49,82 / share. Previously, on September 11, 2024, the share price was 50,98 / share. This represents a decline of 2,28% over that period.

VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond 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.

VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond 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
(%)
2025-07-10 13F Cypress Point Wealth Management, LLC 16 272 798
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 23 419 −1,64 1 0,00
2025-08-14 13F Horizon Investments, LLC 9 702 −7,41 473 −8,51
2025-08-04 13F HBK Sorce Advisory LLC 754 721 4,29 37 004 3,05
2025-08-04 13F Simon Quick Advisors, Llc 91 073 6,23 4 465 4,98
2025-08-14 13F Wick Capital Partners, LLC 29 304 483,16 294 18,07
2025-07-30 13F Whittier Trust Co Of Nevada Inc 14 848 −64,79 728 −65,23
2025-07-24 13F Trust Co Of Toledo Na /oh/ 1 250 61
2025-07-25 13F NorthRock Partners, LLC 4 903 1,36 240 0,00
2025-08-14 13F Peapack Gladstone Financial Corp 0 −100,00 0
2025-07-31 13F Silver Oak Advisory Group, Inc. 208 956 −10,13 10 −9,09
2025-07-16 13F Bright Financial Advisors, Inc. 6 255 0,00 307 −1,29
2025-08-08 13F Wealth Alliance 94 696 0,82 4 643 −0,39
2025-08-13 13F StoneX Group Inc. 10 570 58,59 518 56,97
2025-08-14 13F Planwiser Financial, Llc 54 168 −6,40 2 630 −7,36
2025-08-08 13F Pnc Financial Services Group, Inc. 2 374 390 −1,44 116 416 −2,61
2025-08-01 13F Clark Asset Management, LLC 293 331 0,23 14 382 −0,96
2025-07-22 13F Oak Hill Wealth Advisors, Llc 31 790 −0,95 1 555 −2,39
2025-07-30 13F Princeton Global Asset Management LLC 118 0,85 6 0,00
2025-08-20 13F Tull Financial Group, Inc. 137 996 6 766
2025-07-23 13F Financial Life Advisors 77 170 4,47 3 784 3,22
2025-07-15 13F Marquette Asset Management, LLC 0 −100,00 0
2025-08-06 13F Grey Fox Wealth Advisors, LLC 42 457 126,26 2 082 123,52
2025-07-03 13F Garde Capital, Inc. 891 404 −6,22 43 706 −7,33
2025-07-11 13F Great Waters Wealth Management 59 289 −1,96 2 907 −3,13
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-07-22 13F DAVENPORT & Co LLC 97 684 11,90 4 789 10,57
2025-07-25 13F Evolution Advisers, Inc. 15 860 0,65 1
2025-07-18 13F Dogwood Wealth Management LLC 5 840 0,00 286 −1,38
2025-08-04 13F Live Oak Private Wealth LLC 0 −100,00 0
2025-08-14 13F Headlands Technologies LLC 0 −100,00 0 −100,00
2025-07-09 13F Bowman & Co S.C. 118 489 27,89 5 810 26,37
2025-07-23 13F Detalus Advisors, LLC 55 820 −13,14 2 737 −14,18
2025-07-08 13F Beacon Wealthcare LLC 142 151 5,78 6 970 4,51
2025-07-07 13F Versant Capital Management, Inc 3 347 0,57 164 −0,61
2025-07-21 13F Cromwell Holdings LLC 0 −100,00 0
2025-05-08 13F Certified Advisory Corp 0 −100,00 0
2025-08-14 13F Valley Financial Group, Inc. 4 449 0,00 218 −0,91
2025-08-13 13F Congress Wealth Management LLC / DE / 77 838 −28,26 3 816 −29,12
2025-08-06 13F Walkner Condon Financial Advisors LLC 9 033 32,88 443 31,16
2025-08-13 13F Legacy Capital Wealth Partners, LLC 14 426 1,38 707 0,14
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 5 046 259 8,98 247 418 7,68
2025-07-25 13F Presilium Private Wealth, Llc 22 998 8,55 1 128 7,23
2025-08-11 13F Symphony Financial, Ltd. Co. 132 002 2 373,80 6 472 2 333,08
2025-07-09 13F Lincoln Capital Corp 17 296 2,20 848 1,07
2025-08-12 13F Sfmg, Llc 11 558 53,57 567 51,74
2025-08-04 13F Linscomb & Williams, Inc. 62 427 2,60 3 061 1,36
2025-07-23 13F Clear Creek Financial Management, LLC 12 442 0,06 610 −1,13
2025-08-06 13F Summit Wealth Group, LLC 125 867 −43,35 6 −45,45
2025-07-15 13F Fifth Third Bancorp 1 894 0,00 93 −1,08
2025-07-15 13F Patriot Investment Management Inc. 107 213 7,25 5 257 5,97
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 14 217 −2,01 692 −3,89
2025-08-19 13F National Asset Management, Inc. 11 390 −44,44 558 −45,67
2025-07-24 13F JNBA Financial Advisors 104 239 −12,71 5 111 −13,76
2025-08-14 13F Cardiff Park Advisors, Llc 257 023 −0,40 12 602 −1,59
2025-08-14 13F Ieq Capital, Llc 336 379 1 712,39 16 493 1 692,61
2025-07-17 13F Janney Capital Management LLC 12 589 −15,02 1
2025-07-31 13F GenTrust, LLC 1 075 627 17,39 52 738 16,00
2025-07-21 13F Precedent Wealth Partners, Llc 38 348 −5,63 1 880 −6,75
2025-08-04 13F Center for Financial Planning, Inc. 24 216 178,60 1 187 175,41
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 0 −100,00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 905 −61,97 44 −62,71
2025-07-25 13F Pandora Wealth, Inc. 2 000 0,00 98 −1,01
2025-07-28 13F RCS Financial Planning, LLC 98 788 68,29 4 844 66,31
2025-08-13 13F SageView Advisory Group, LLC 50 859 −41,36 2 470 −42,62
2025-08-27 13F Barnes Wealth Management Group, Inc 12 426 −13,03 609 −13,98
2025-07-30 13F Citizens & Northern Corp 4 612 0,00 226 −0,88
2025-07-15 13F North Star Investment Management Corp. 121 −39,50 6 −44,44
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 4 965 −27,31 243 −28,11
2025-07-21 13F Financial Council Asset Management Inc 0 −100,00 0
2025-08-11 13F Beta Wealth Group, Inc. 0 −100,00 0
2025-08-11 13F Diversified Portfolios, Inc. 88 578 4 343
2025-08-12 13F Clark Financial Services Group Inc /bd 5 632 0,00 276 −1,08
2025-07-18 13F SigFig Wealth Management, LLC 95 996 −26,72 4 701 −27,57
2025-08-13 13F Crabel Capital Management, LLC 26 079 204,45 1 279 200,71
2025-07-28 13F Sagespring Wealth Partners, Llc 275 544 −20,51 13 510 −21,46
2025-07-31 13F Nilsine Partners, LLC 7 632 −8,40 374 −9,44
2025-08-05 13F Bank Of Montreal /can/ 10 943 537
2025-08-14 13F Evergreen Capital Management Llc 745 522 36 553
2025-05-02 13F First Command Advisory Services, Inc. 0 −100,00 0
2025-07-22 13F Red Tortoise LLC 38 286 152,58 1 877 149,60
2025-08-22 NP FENCX - Fidelity SAI Enhanced Municipal Income Fund 42 800 131,35 2 098 128,79
2025-08-05 13F GHP Investment Advisors, Inc. 108 0,00 5 0,00
2025-07-10 13F Moody National Bank Trust Division 178 896 39,64 8 771 37,97
2025-07-09 13F Breakwater Investment Management 19 814 45,54 971 43,85
2025-08-13 13F Continuum Advisory, LLC 24 337 −13,38 1 193 −14,42
2025-08-14 13F Lebenthal Global Advisors, LLC 14 851 −3,08 728 −4,21
2025-07-31 13F Carnegie Capital Asset Management, LLC 350 253 2,48 17 173 1,26
2025-08-14 13F Envision Financial Planning, LLC 159 932 7 841
2025-08-06 13F Round Rock Advisors, LLC 6 432 −0,06 315 −1,25
2025-07-23 13F Proffitt & Goodson Inc 33 737 −8,53 1 654 −9,62
2025-08-15 13F WealthCollab, LLC 89 877 −3,01 4 407 −4,15
2025-07-10 13F Websterrogers Financial Advisors, Llc 149 146 −4,18 7 313 −5,32
2025-08-13 13F Keystone Financial Group 9 004 0,03 441 −1,12
2025-08-13 13F Capital Advisors Wealth Management, LLC 121 438 42,87 5 954 41,19
2025-07-28 13F Harbour Investments, Inc. 45 537 13,18 2 233 11,82
2025-08-14 13F Fort Point Capital Partners LLC 532 470 −9,41 26 107 −10,49
2025-07-11 13F Westfuller Advisors, LLC 7 237 0,84 355 −0,56
2025-08-07 13F Kestra Private Wealth Services, Llc 177 137 21,10 8 685 19,68
2025-08-12 13F JMG Financial Group, Ltd. 4 386 0,00 215 −0,92
2025-07-23 13F Prime Capital Investment Advisors, LLC 1 984 644 −1,42 97 307 −2,60
2025-08-15 13F Keel Point, LLC 7 868 −19,12 386 −20,12
2025-08-01 13F Strategic Financial Services, Inc, 18 162 −30,58 890 −31,43
2025-08-06 13F Regimen Wealth, Llc 434 319 1 194,16 21 295 1 178,92
2025-05-02 13F SageOak Financial, LLC 0 −100,00 0
2025-08-05 13F Bridgewater Advisors Inc. 0 −100,00 0
2025-08-01 13F Belvedere Trading LLC Call 0 −100,00 0 −100,00
2025-08-11 13F Howard Wealth Management, Llc 0 −100,00 0
2025-07-31 13F Manuka Financial, LLC 96 278 −0,63 4 721 −1,81
2025-08-14 13F Strive Asset Management, LLC 0 −100,00 0
2025-08-12 13F Journey Strategic Wealth Llc 22 431 46,44 1 100 44,61
2025-08-08 13F Carl P. Sherr & Co., LLC 6 675 0,00 327 −1,21
2025-08-13 13F Russell Investments Group, Ltd. 3 576 510,24 175 503,45
2025-07-21 13F Trellis Wealth Advisors LLC 8 227 0,30 403 −0,74
2025-08-13 13F Per Stirling Capital Management, LLC. 79 728 1,60 3 909 0,41
2025-08-13 13F Sepio Capital, LP 63 214 −15,71 3 099 −16,72
2025-08-11 13F Rothschild Investment Llc 64 0,00 3 0,00
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 72 943 −12,82 3 576 −13,85
2025-07-15 13F Td Private Client Wealth Llc 153 772 0,80 7 539 −0,40
2025-07-29 13F Lutz Financial Services LLC 1 259 230 −14,52 61 740 −15,53
2025-08-01 13F Ashton Thomas Private Wealth, LLC 184 879 80,41 9 065 78,28
2025-07-29 13F Roof Eidam & Maycock/adv 19 291 −1,05 946 −2,28
2025-07-17 13F Vermillion Wealth Management, Inc. 45 463 −51,56 2 229 −52,14
2025-07-29 13F Beverly Hills Private Wealth, LLC 21 611 0,00 1 060 −1,21
2025-07-29 13F Salomon & Ludwin, LLC 546 685 1,98 26 777 0,67
2025-08-08 13F Hudock, Inc. 8 089 −5,41 397 −6,60
2025-08-11 13F Covestor Ltd 1 417 189,78 0
2025-08-13 13F Summit Financial, LLC 171 657 12,39 8 416 11,06
2025-07-31 13F Carrera Capital Advisors 10 856 −26,18 532 −27,02
2025-08-05 13F Tme Financial, Inc. 6 971 −0,27 342 −1,45
2025-08-11 13F Mosaic Family Wealth Partners, Llc 0 −100,00 0
2025-08-14 13F Partners Capital Investment Group, Llp 0 −100,00 0
2025-07-15 13F Kraft Asset Management, Llc 17 446 0,00 855 −1,16
2025-08-14 13F Tudor Investment Corp Et Al 10 253 503
2025-07-18 13F Ewa, Llc 0 −100,00 0 −100,00
2025-07-09 13F Veracity Capital LLC 24 020 1 178
2025-08-05 13F Burney Co/ 54 775 94,50 2 686 92,20
2025-07-31 13F Curio Wealth, Llc 134 13 300,00 7 −57,14
2025-07-15 13F Family Investment Center, Inc. 5 650 0,02 277 −1,07
2025-07-28 13F RFG Advisory, LLC 76 092 −22,25 3 731 −23,19
2025-08-08 13F Capstone Financial Advisors, Inc. 179 431 99,22 8 798 96,84
2025-08-14 13F C M Bidwell & Associates Ltd 53 405 5,01 2 618 3,77
2025-07-25 13F Sovereign Financial Group, Inc. 5 538 13,39 272 11,98
2025-07-10 13F Exchange Traded Concepts, Llc 12 197 598
2025-07-22 13F Net Worth Advisory Group 17 119 45,99 839 44,41
2025-08-08 13F Blankinship & Foster, LLC 24 753 62,51 1 214 60,66
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 164 729 63,88 8 077 61,94
2025-07-17 13F Coastline Trust Co 183 708 −8,67 9 007 −9,75
2025-07-29 13F BKD Wealth Advisors, LLC 153 103 −4,00 7 507 −5,14
2025-08-05 13F Simplex Trading, Llc 6 670 237,89 0
2025-08-01 13F Rossby Financial, LCC 838 16,23 41 17,14
2025-07-09 13F VisionPoint Advisory Group, LLC 7 317 0,00 359 −1,38
2025-08-07 13F Summit Asset Management, LLC 5 155 0,00 253 −1,18
2025-08-14 13F CoreCap Advisors, LLC 195 701 10,90 9 595 9,58
2025-08-14 13F Kovitz Investment Group Partners, LLC 59 314 108,26 2 908 105,80
2025-07-21 13F Gray Private Wealth, LLC 4 350 213
2025-07-08 13F Twele Capital Management, Inc. 34 648 −2,93 1 699 −4,12
2025-07-15 13F Evanson Asset Management, LLC 296 755 14,67 14 550 13,31
2025-07-14 13F Sowell Financial Services LLC 4 310 211
2025-07-08 13F RMR Wealth Builders 9 013 0,00 442 −1,34
2025-07-17 13F Charles Schwab Trust Co 19 311 0,00 947 −1,25
2025-07-29 13F Madison Wealth Partners, Inc 9 289 −17,64 455 −18,60
2025-08-12 13F Deutsche Bank Ag\ 356 447 15,33 17 477 13,96
2025-07-07 13F Retirement Wealth Solutions LLC 2 015 0,80 99 −1,01
2025-08-11 13F First American Trust, Fsb 75 384 −2,62 3 696 −3,78
2025-07-17 13F Archford Capital Strategies, LLC 16 730 −0,68 820 −1,80
2025-07-30 13F Argonautica Private Wealth Management, Inc 10 721 −15,46 526 −16,53
2025-08-14 13F Goldman Sachs Group Inc 970 692 −0,65 47 593 −1,83
2025-07-15 13F McAdam, LLC 78 606 −8,23 3 854 −9,32
2025-07-21 13F Riverview Trust Co 15 525 0,00 761 −1,17
2025-08-04 13F Leeward Financial Partners, LLC 32 142 7,39 1 576 6,06
2025-07-31 13F Nisa Investment Advisors, Llc 246 195 −10,41 12 071 −11,48
2025-08-13 13F Certior Financial Group, Llc 40 546 4,84 1 988 3,54
2025-08-11 13F Vanguard Group Inc 3 158 757 −16,22 154 874 −17,21
2025-07-30 13F Avidian Wealth Solutions, LLC 1 066 333 −2,93 52 282 −4,08
2025-07-16 13F Beaumont Financial Advisors, LLC 40 249 3,62 1 973 2,39
2025-07-24 13F Costello Asset Management, INC 101 5
2025-08-12 13F RiverFront Investment Group, LLC 19 198 −14,53 941 −15,53
2025-07-22 13F Inlight Wealth Management, LLC 0 −100,00 0
2025-07-14 13F Farmers & Merchants Investments Inc 1 760 62,96 86 62,26
2025-07-28 13F ForthRight Wealth Management, LLC 136 705 −8,35 6 703 −9,44
2025-08-19 13F Delos Wealth Advisors, LLC 386 19
2025-07-15 13F Boyd Wealth Management, LLC 37 192 −6,56 1 824 −7,65
2025-07-31 13F Topsail Wealth Management, LLC 1 269 611 −0,85 62 249 −2,03
2025-08-07 13F Retirement Investment Advisors, Inc. 93 234 −2,17 4 571 −3,32
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-23 13F Canopy Partners, LLC 31 835 −38,38 1 561 −39,13
2025-08-14 13F Mml Investors Services, Llc 844 108 −16,39 41 −18,00
2025-08-07 13F Parkside Financial Bank & Trust 20 735 6,69 1 017 5,39
2025-07-07 13F Wealth Alliance Advisory Group, LLC 31 782 −13,59 1 558 −14,63
2025-07-22 13F Unique Wealth, Llc 80 157 3 930
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 81 198 −14,27 3 981 −15,28
2025-08-14 13F Summit Trail Advisors, Llc 14 276 700
2025-08-05 13F Snider Financial Group 43 916 1,14 2 153 −0,05
2025-07-30 13F Clune & Associates, Ltd. 17 828 113,79 874 111,62
2025-07-10 13F YHB Investment Advisors, Inc. 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 102 130 −39,58 5 007 −40,30
2025-07-31 13F CVA Family Office, LLC 10 205 −33,37 500 −34,12
2025-07-31 13F First Business Financial Services, Inc. 0 −100,00 0
2025-07-21 13F Mattern Capital Management, Llc 39 250 6,42 1 924 5,14
2025-07-21 13F Monticello Wealth Management, Llc 227 290 13,14 11 144 11,80
2025-07-18 13F GEN Financial Management, INC. 53 181 −4,53 2 607 −5,65
2025-07-29 13F Consilio Wealth Advisors, Llc 0 −100,00 0
2025-07-18 13F Pure Financial Advisors, Inc. 39 231 −19,53 1 923 −20,47
2025-07-31 13F Washington Trust Advisors, Inc. 57 395 1,72 2 814 0,54
2025-08-06 13F Csenge Advisory Group 45 526 39,27 2 222 39,69
2025-05-07 13F Werba Rubin Papier Wealth Management 0 −100,00 0
2025-07-24 13F Bernard Wealth Management Corp. 0 −100,00 0
2025-07-16 13F Motive Wealth Advisors 85 046 −9,74 4 170 −10,82
2025-07-25 13F Pathway Financial Advisors LLC 0 −100,00 0
2025-07-17 13F Sfm, Llc 5 406 0,00 265 −1,12
2025-07-14 13F S.A. Mason LLC 14 270 0,00 700 −1,27
2025-08-12 13F Ade, Llc 15 739 0,00 772 −1,15
2025-07-31 13F Moser Wealth Advisors, LLC 14 314 1,39 702 0,14
2025-07-11 13F Colorado Capital Management, Inc. 0 −100,00 0
2025-08-14 13F LaSalle St. Investment Advisors, LLC 10 034 −30,07 0
2025-04-14 13F Greenspring Advisors, LLC 0 −100,00 0
2025-07-29 13F Kondo Wealth Advisors, Inc. 6 996 342
2025-07-16 13F Encompass Wealth Advisors, Llc 21 020 23,50 1 031 22,04
2025-08-15 13F CI Private Wealth, LLC 7 404 770 87,65 363 056 85,42
2025-07-23 13F TriaGen Wealth Management LLC 23 096 −0,88 1 132 −2,08
2025-08-28 13F Midwestern Financial, LLC /IA 36 909 1 810
2025-07-24 13F Brandywine Oak Private Wealth Llc 191 871 80,53 9 407 78,40
2025-07-08 13F Richard P Slaughter Associates Inc 0 −100,00 0
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 4 182 −8,43 205 −9,29
2025-08-14 13F Prestige Wealth Management Group LLC 24 118 −0,22 1 183 −1,42
2025-07-14 13F Park Avenue Securities Llc 140 313 3,33 7 0,00
2025-07-29 13F Curbstone Financial Management Corp 9 650 0,00 473 −1,05
2025-07-09 13F High Probability Advisors, LLC 75 750 −2,54 3 714 −3,68
2025-07-16 13F Paragon Capital Management Ltd 102 091 −8,68 5 006 −9,77
2025-08-05 13F Hunter Associates Investment Management Llc 13 472 −91,57 1 −100,00
2025-08-13 13F Rsm Us Wealth Management Llc 24 384 −18,52 1 196 −19,47
2025-05-07 13F Advantage Trust Co 0 −100,00 0
2025-08-05 13F Hills Bank & Trust Co 5 614 −62,29 275 −62,74
2025-07-28 13F Frazier Financial Advisors, LLC 7 0
2025-07-21 13F Fortis Capital Advisors, LLC 17 183 96,78 842 94,46
2025-07-24 13F Moseley Investment Management Inc 9 871 2,60 484 1,26
2025-08-12 13F New Republic Capital, LLC 1 644 0,00 81 −1,23
2025-04-29 13F Callan Capital, LLC 550 027 −23,67 27 292 −24,45
2025-08-05 13F Peregrine Asset Advisers, Inc. 18 022 −4,56 884 −5,76
2025-08-14 13F Bnp Paribas Arbitrage, Sa 95 324 197,65 4 674 194,08
2025-07-15 13F Eaton Financial Holdings Company, LLC 92 439 11,75 4 532 10,43
2025-08-06 13F Horan Securities, Inc. 20 374 999
2025-08-14 13F Cooperman Leon G 12 876 0,00 631 −1,10
2025-08-13 13F Cambria Investment Management, L.P. 4 947 −32,79 243 −34,24
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 14 032 0,31 688 −0,86
2025-07-31 13F Ssa Swiss Advisors Ag 34 770 −1,37 1 689 −3,43
2025-07-17 13F HCR Wealth Advisors 9 334 0,00 458 −1,30
2025-08-08 13F Emerald Investment Partners, Llc 29 280 7,23 1 435 5,98
2025-08-15 13F Hayek Kallen Investment Management 6 007 0
2025-07-21 13F Life Planning Partners, Inc 30 557 6,52 1 498 5,27
2025-07-08 13F FF Advisors,LLC 16 241 3,56 796 3,51
2025-08-01 13F a16z Perennial Management, L.P. 435 683 0,00 21 362 −1,19
2025-07-14 13F Opal Wealth Advisors, LLC 6 474 −6,90 317 −8,12
2025-08-13 13F Millstone Evans Group, LLC 1 138 0,00 56 −1,79
2025-07-29 13F Kanawha Capital Management Llc 4 544 −3,20 223 −4,31
2025-05-15 13F Concorde Asset Management, LLC 0 −100,00 0
2025-08-01 13F Bessemer Group Inc 53 568 0,00 3 0,00
2025-08-08 13F Advisors Capital Management, LLC 0 −100,00 0
2025-07-28 NP SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares 83 117 1 825,34 4 056 1 760,55
2025-08-14 13F Catalyst Financial Partners Llc 45 802 522,23 2 246 515,07
2025-08-01 13F Planning Directions Inc 18 190 0,84 892 −0,45
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-29 13F Stephens Inc /ar/ 48 435 29,41 2 375 27,84
2025-07-28 13F BRYN MAWR TRUST Co 45 137 −43,90 2 213 −44,56
2025-09-04 13F ZynergyRetirementPlanningLLC 0 −100,00 0
2025-08-12 13F BWM Planning, LLC 0 −100,00 0
2025-08-12 13F MAI Capital Management 99 523 −2,27 4 880 −3,44
2025-07-16 13F True North Advisors, LLC 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 69 329 136,09 3 399 133,29
2025-07-17 13F Neumann Capital Management, LLC 45 448 −15,52 2 228 −16,52
2025-07-28 13F Eq Wealth Advisors, Llc 393 0,00 19 0,00
2025-07-30 13F Black Diamond Financial, LLC 55 037 48,88 2 698 47,11
2025-08-14 13F Ameriprise Financial Inc 3 216 439 −8,94 157 680 −10,03
2025-08-08 13F Sawgrass Asset Management Llc 8 085 −14,40 396 −15,38
2025-08-12 13F Titleist Asset Management, Llc 6 234 −6,75 306 −7,85
2025-07-21 13F Creative Capital Management Investments LLC 4 729 −47,33 232 −48,09
2025-07-30 13F LGT Financial Advisors LLC 3 380 2,49 166 1,23
2025-07-16 13F Falcon Wealth Planning 6 218 −8,46 305 −9,79
2025-07-30 13F Exencial Wealth Advisors, Llc 93 732 32,28 4 596 30,69
2025-07-29 13F Stratos Wealth Advisors, LLC 0 −100,00 0
2025-07-18 13F First Pacific Financial 28 939 −38,19 1 419 −38,96
2025-08-15 13F First Heartland Consultants, Inc. 8 949 −0,15 439 −1,35
2025-08-06 13F Cannon Financial Strategists, Inc. 53 701 −4,66 2 633 −5,80
2025-08-08 13F Altiora Financial Group, LLC 174 193 0,19 8 541 −1,01
2025-07-17 13F Hengehold Capital Management Llc 19 491 −92,06 956 −92,16
2025-07-17 13F Grandview Asset Management LLC 4 453 −3,68 0
2025-04-23 13F Keudell/Morrison Wealth Management 0 −100,00 0
2025-07-21 13F Compass Planning Associates Inc 14 813 0,84 726 −0,27
2025-07-28 13F Axxcess Wealth Management, Llc 76 718 1,27 3 761 0,05
2025-04-23 13F Sunesis Advisors, LLC 51 727 −0,39 2 567 −1,42
2025-08-07 13F Timonier Family Office, LTD. 70 014 −1,23 3 433 −2,42
2025-07-28 13F Compass Advisory Group LLC 72 660 18,10 3 563 16,71
2025-07-09 13F Catalyst Private Wealth, Llc 0 −100,00 0
2025-07-17 13F Luminvest Wealth Management LLC 418 936 11,57 20 494 10,00
2025-07-22 13F MGO Private Wealth, LLC 75 737 4,43 3 713 3,20
2025-08-04 13F Silver Coast Investments LLC 10 431 1,12 511 0,00
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-14 13F Sequent Planning LLC 0 −100,00 0
2025-08-14 13F Diversify Advisory Services, LLC 21 191 −14,29 1 037 −14,37
2025-08-14 13F Qube Research & Technologies Ltd 20 414 1 001
2025-08-04 13F Haven Private, LLC 11 200 0,00 549 −1,08
2025-08-14 13F Icon Wealth Advisors, LLC 17 753 29,95 870 28,51
2025-07-22 13F Old National Bancorp /in/ 327 350 5,28 16 050 4,03
2025-08-01 13F Conscious Wealth Investments, Llc 11 099 −2,15 540 −2,53
2025-05-14 13F Kayne Anderson Rudnick Investment Management Llc 0 −100,00 0
2025-07-24 13F Ronald Blue Trust, Inc. 640 0,00 31 0,00
2025-08-08 13F Creative Planning 26 851 781 2,69 1 316 543 1,47
2025-08-11 13F Elequin Capital Lp 27 808 1 363
2025-07-17 13F Stone Point Wealth LLC 24 403 −26,36 1 196 −27,25
2025-08-12 13F AlphaCore Capital LLC 527 685 4 724,33 25 872 4 673,43
2025-07-18 13F Lynx Investment Advisory 8 927 −8,35 438 −9,52
2025-07-18 13F TPG Advisors LLC 49 744 −11,36 2 439 −12,43
2025-08-08 13F CFO4Life Group, LLC 18 789 0,18 921 −0,97
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 11 581 −1,62 568 −2,91
2025-07-16 13F Meredith Wealth Planning 33 096 −20,88 1 623 −21,83
2025-08-05 13F Dunhill Financial, LLC 829 41
2025-07-29 13F Unison Advisors LLC 329 967 0,04 16 178 −1,15
2025-05-15 13F/A Orion Portfolio Solutions, LLC 54 224 −87,91 2 691 −88,03
2025-08-14 13F Synovus Financial Corp 9 533 −6,25 467 −7,34
2025-08-11 13F Pin Oak Investment Advisors Inc 1 111 0
2025-07-09 13F First Financial Corp /in/ 775 0,00 38 −2,63
2025-07-07 13F Insight Wealth Strategies, LLC 73 842 0,26 3 613 −1,12
2025-07-30 13F Bogart Wealth, LLC 666 0,00 33 −3,03
2025-08-01 13F Facet Wealth, Inc. 2 076 352 −9,56 101 077 −9,82
2025-07-18 13F Lockerman Financial Group, Inc. 18 113 0,00 888 −1,11
2025-08-12 13F Nemes Rush Group LLC 629 0,00 31 −3,23
2025-08-13 13F Elgethun Capital Management 8 011 0,00 393 −1,26
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 201 979 −29,60 9 903 −30,43
2025-07-11 13F Seacrest Wealth Management, Llc 0 −100,00 0
2025-04-15 13F Strategic Equity Management 0 −100,00 0
2025-05-06 13F Goodwin Investment Advisory 0 −100,00 0
2025-05-01 13F Lane & Associates LLC 6 511 −11,29 323 −11,99
2025-07-16 13F Rainier Family Wealth Inc 20 352 18,66 998 17,16
2025-08-12 13F Long Island Wealth Management, Inc. 19 411 −4,60 952 −5,75
2025-08-13 13F First Trust Advisors Lp 11 052 79,01 542 76,80
2025-07-14 13F ABLE Financial Group, LLC 32 849 −89,56 1 611 −89,69
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-07-15 13F Foster Victor Wealth Advisors, LLC 305 192 0,47 14 939 2,19
2025-08-13 13F VestGen Advisors, LLC 45 396 −1,80 2 226 −2,97
2025-07-21 13F Yeomans Consulting Group, Inc. 105 796 3,28 5 177 1,85
2025-07-23 13F Sax Wealth Advisors, Llc 8 626 −55,76 423 −56,36
2025-08-12 13F LPL Financial LLC 6 410 501 7,61 314 307 6,33
2025-08-14 13F Sand Hill Global Advisors, LLC 6 461 −84,68 317 −84,90
2025-08-13 13F Jones Financial Companies Lllp 4 381 736 24,16 214 656 22,69
2025-07-25 13F We Are One Seven, LLC 7 229 −22,96 354 −23,87
2025-08-11 13F Cornerstone Planning Group LLC 208 −27,53 10 −23,08
2025-08-13 13F Mount Yale Investment Advisors, LLC 187 9
2025-08-15 13F Cooksen Wealth, LLC 5 395 14,18 265 10,46
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 113 157 7,47 5 548 6,20
2025-07-08 13F Apella Capital, LLC 365 872 8,30 17 928 9,37
2025-07-03 13F Stairway Partners, LLC 333 868 4,86 16 370 3,61
2025-08-05 13F EPG Wealth Management LLC 16 099 −1,78 789 −2,95
2025-04-25 NP PMIO - PGIM Municipal Income Opportunities ETF 18 000 0,00 912 −0,76
2025-05-08 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 −100,00 0
2025-07-15 13F Oregon Pacific Wealth Management, LLC 15 530 0,00 761 −1,17
2025-08-11 13F Private Advisor Group, LLC 212 271 −3,59 10 408 −4,74
2025-07-16 13F St Germain D J Co Inc 42 096 7,78 2 064 6,45
2025-08-05 13F Integrity Wealth Solutions LLC 40 573 −27,15 1 989 −28,01
2025-08-12 13F Cornerstone Wealth Management, LLC 66 896 −0,50 3 280 −1,71
2025-08-14 13F Bragg Financial Advisors, Inc 535 770 −2,47 26 269 −3,63
2025-07-22 13F Yardley Wealth Management LLC 0 −100,00 0
2025-07-30 13F EnRich Financial Partners LLC 6 760 −96,72 331 −96,76
2025-08-14 13F 10Elms LLP 2 830 0,00 139 −1,43
2025-08-12 13F Calton & Associates, Inc. 4 731 −37,99 232 −38,89
2025-07-10 13F Envision Financial LLC 45 077 385,06 2 210 379,39
2025-07-08 13F First National Corp /ma/ /adv 8 559 0,26 420 −0,95
2025-07-11 13F/A Umb Bank N A/mo 148 052 −14,77 7 259 −15,79
2025-07-30 13F Strategic Blueprint, LLC 210 218 14,03 10 307 12,67
2025-08-12 13F Cooper/haims Advisors, Llc 160 025 32,07 7 846 30,51
2025-08-14 13F Colony Group, LLC 1 124 602 23,70 55 139 22,23
2025-08-01 13F Petra Financial Advisors Inc 37 673 2,34 1 847 1,15
2025-08-04 13F 4wealth Advisors, Inc. 13 369 3,64 655 2,34
2025-08-12 13F Hillsdale Investment Management Inc. 6 440 316
2025-08-07 13F Midwest Trust Co 38 850 1 905
2025-03-12 13F Centaurus Financial, Inc. 0 −100,00 0
2025-08-01 13F New York Life Investment Management Llc 744 073 67,90 36 482 65,90
2025-07-09 13F Seaside Wealth Management, Inc. 24 510 1 202
2025-07-31 13F LJI Wealth Management, LLC 31 753 25,41 1 557 23,89
2025-04-22 13F Merkkuri Wealth Advisors LLC 0 −100,00 0
2025-07-21 13F Verus Financial Partners, Inc. 182 517 −30,50 8 934 −30,00
2025-07-24 13F VanderPol Investments L.L.C. 6 232 −31,01 306 −31,92
2025-07-15 13F Tenon Financial LLC 21 646 0,00 1 061 −1,21
2025-08-12 13F SlateStone Wealth, LLC 13 252 0,29 1
2025-07-22 13F/A Duncan Williams Asset Management, LLC 5 175 254
2025-08-15 13F Kestra Advisory Services, LLC 387 695 9,14 19 009 7,83
2025-07-24 13F Certus Wealth Management, LLC 20 760 68,92 1 018 69,22
2025-08-08 13F Fiera Capital Corp 0 −100,00 0
2025-08-14 13F Old Mission Capital Llc 267 917 13 136
2025-08-06 13F Paladin Advisory Group, LLC 12 431 836,77 609 836,92
2025-04-02 13F Global Wealth Strategies & Associates 0 −100,00 0
2025-07-17 13F Sage Rhino Capital Llc 37 903 −4,75 1 858 −5,88
2025-07-18 13F Newman Dignan & Sheerar, Inc. 79 631 −51,21 3 904 −51,80
2025-08-13 13F Beacon Pointe Advisors, LLC 514 995 7,77 25 250 6,50
2025-08-11 13F Plum Street Advisors, LLC 39 858 −6,97 1 954 −8,05
2025-05-13 13F Lowe Brockenbrough & Co Inc 0 −100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 13 313 −14,04 653 −15,10
2025-08-13 13F Manning & Napier Advisors Llc 546 981 0,01 26 819 −1,18
2025-07-16 13F New Insight Wealth Advisors 5 773 283
2025-08-14 13F Wells Fargo & Company/mn 11 763 538 1,02 576 766 −0,18
2025-07-15 13F Level Financial Advisors, Inc. 4 460 −45,72 219 −46,44
2025-07-22 13F Gutierrez Wealth Advisory, LLC 138 643 85,69 6 798 83,50
2025-07-25 13F McNamara Financial Services, Inc. 136 055 22,67 6 671 21,21
2025-08-14 13F GWM Advisors LLC 487 257 19,29 23 890 17,87
2025-07-30 13F Phillips Financial Management, Llc 56 563 −5,83 2 773 −6,95
2025-08-07 13F Cascade Financial Partners, LLC 146 601 5,55 7 188 4,30
2025-08-14 13F D. E. Shaw & Co., Inc. 272 200 −93,63 13 346 −93,71
2025-06-25 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 555 620 75,44 27 337 72,18
2025-07-15 13F Cranbrook Wealth Management, LLC 20 282 −1,19 994 −2,36
2025-07-24 13F Edge Financial Advisors LLC 10 840 0,00 530 −1,30
2025-08-18 13F Goodman Advisory Group, LLC 126 219 −58,63 6 189 −59,13
2025-08-12 13F Vickerman Investment Advisors, Inc. 0 −100,00 0
2025-08-13 13F Avestar Capital, LLC 7 759 380
2025-08-06 13F Moors & Cabot, Inc. 7 367 0,00 361 −1,10
2025-07-11 13F Grove Bank & Trust 287 596 1,58 14 101 0,37
2025-07-25 13F Astoria Portfolio Advisors LLC. 14 318 −19,39 694 −19,58
2025-08-04 13F Arkadios Wealth Advisors 19 954 9,98 978 8,67
2025-08-06 13F Robinson Smith Wealth Advisors Llc 0 −100,00 0
2025-07-21 13F Exchange Capital Management, Inc. 13 669 −23,90 670 −24,80
2025-07-24 13F Accredited Investor Services, Llc 19 319 −64,00 947 −64,43
2025-04-11 13F LPF Advisors LLC 14 531 0,00 721 −0,96
2025-07-22 13F Simplicity Wealth,LLC 126 205 146,56 6 188 143,68
2025-07-22 13F CPR Investments Inc. 39 600 0,00 1 942 −1,17
2025-07-08 13F Atwood & Palmer Inc 0 −100,00 0
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-07-11 13F Hilltop Wealth Advisors, Llc 55 360 −70,95 2 714 −71,30
2025-08-14 13F Diversify Wealth Management, Llc 5 691 279
2025-07-17 13F Catalytic Wealth RIA, LLC 8 313 104,65 408 102,49
2025-08-04 13F Bordeaux Wealth Advisors LLC 8 347 409
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-05-15 13F Gts Securities Llc 0 −100,00 0
2025-08-12 13F Wealth Dimensions Group, Ltd. 6 202 22,11 304 20,63
2025-08-15 13F Alaethes Wealth LLC 136 279 3,09 6 682 1,86
2025-08-07 13F Aspen Wealth Strategies, LLC 10 776 5,00 528 3,73
2025-07-14 13F GAMMA Investing LLC 10 041 −15,81 492 −16,75
2025-07-30 13F Whittier Trust Co 3 300 0,00 162 −1,23
2025-08-07 13F Resources Investment Advisors, LLC. 1 864 210 7,90 91 402 6,62
2025-08-12 13F Change Path, LLC 39 301 5,07 1 927 3,83
2025-08-15 13F Equitable Holdings, Inc. 242 355 10,81 11 883 9,49
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-01 13F Equita Financial Network, Inc. 62 932 −30,32 3 086 −31,15
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-07-14 13F UMA Financial Services, Inc. 951 −87,65 47 −87,96
2025-07-08 13F Parallel Advisors, LLC 7 856 −75,97 385 −76,26
2025-08-11 13F Dorsey & Whitney Trust CO LLC 135 378 −11,06 6 638 −12,12
2025-07-10 13F Stewardship Advisors, LLC 247 790 1,85 12 149 0,64
2025-08-06 13F Longview Financial Advisors LLC 1 035 51
2025-08-13 13F Maia Wealth LLC 28 993 0,27 1 422 1,36
2025-08-13 13F Integrity Investment Advisors, LLC 4 287 −31,78 210 −32,48
2025-07-08 13F Heartwood Wealth Advisors LLC 393 005 −1,12 19 269 −2,29
2025-07-09 13F Taylor Hoffman Capital Management LLC 21 750 −3,07 1 066 −4,31
2025-08-05 13F Code Waechter LLC 0 −100,00 0
2025-08-12 13F Watchman Group, Inc. 40 154 0,00 1 969 −1,20
2025-08-04 13F Capital Performance Advisors Llp 217 373 1,38 10 658 0,17
2025-08-08 13F Evolution Wealth Advisors, LLC 71 191 74,52 3 490 72,43
2025-08-08 13F Foundations Investment Advisors, LLC 10 472 1,15 513 0,00
2025-08-13 13F Balance Wealth, LLC 11 227 6,40 550 5,16
2025-08-06 13F Prospera Financial Services Inc 18 678 −26,95 916 −27,84
2025-08-27 13F/A Brinker Capital Investments, LLC 41 724 −23,05 2 046 −23,98
2025-08-04 13F Bridgewealth Advisory Group, LLC 4 914 241
2025-08-08 13F/A Prospect Financial Services LLC 15 186 −19,55 745 −20,51
2025-07-10 13F IMPACTfolio, LLC 26 790 1 314
2025-07-09 13F Burt Wealth Advisors 134 418 40,26 6 591 38,59
2025-07-18 13F PFG Investments, LLC 15 288 −21,58 750 −22,54
2025-08-13 13F Colonial Trust Co / SC 5 294 −35,57 260 −36,36
2025-08-07 13F Vise Technologies, Inc. 217 315 105,33 10 655 100,83
2025-08-11 13F Citigroup Inc 268 424 121,94 13 161 119,30
2025-07-14 13F Occidental Asset Management, LLC 11 197 34,95 549 33,33
2025-07-21 13F 25 Llc 198 506 2,21 9 733 0,99
2025-08-11 13F Western Wealth Management, LLC 14 022 −1,71 687 −2,83
2025-08-04 13F Flagship Harbor Advisors, Llc 11 026 −62,80 541 −63,27
2025-08-14 13F Bank Of Hawaii 553 372 16,56 27 132 15,18
2025-07-24 13F Wealth Management Resources, Inc. 16 217 0,00 795 −1,12
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 722 114 7,18 84 297 5,73
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 164 668 64,49 8 074 62,53
2025-07-29 13F Disciplined Investments, LLC 20 183 26,06 990 24,56
2025-07-03 13F Trinity Financial Advisors LLC 195 385 29,51 9 580 27,50
2025-08-14 13F State Of Wisconsin Investment Board 309 000 0,00 15 150 −1,19
2025-08-15 13F WFA of San Diego, LLC 11 608 −11,19 569 −14,82
2025-07-09 13F Breakwater Capital Group 22 447 −42,51 1 101 −43,21
2025-07-10 13F Rockland Trust Co 7 475 −23,06 366 −24,07
2025-07-18 13F Trust Co Of Vermont 14 619 3,83 717 2,58
2025-08-12 13F O'shaughnessy Asset Management, Llc 275 298 737,51 13 498 727,53
2025-07-22 13F Firethorn Wealth Partners, Llc 21 255 7,28 1 042 6,00
2025-07-11 13F Bond & Devick Financial Network, Inc. 16 662 3,88 817 2,64
2025-07-23 13F Next Level Wealth Planning, LLC 6 535 54,02 320 52,38
2025-08-12 13F Steward Partners Investment Advisory, Llc 180 917 −3,74 8 870 −4,88
2025-07-31 13F Oppenheimer & Co Inc 8 330 −43,70 408 −44,41
2025-08-08 13F Glassman Wealth Services 101 282 −29,52 4 966 −30,36
2025-04-01 13F Emprise Bank 0 −100,00 0
2025-08-07 13F Addison Advisors LLC 3 768 23,22 185 21,85
2025-08-11 13F Schiavi & Co LLC 145 148 5,81 7 117 4,55
2025-07-11 13F Farther Finance Advisors, LLC 86 396 −24,19 4 236 −25,17
2025-07-17 13F Hanson & Doremus Investment Management 108 550 6,13 5 0,00
2025-08-14 13F Moneta Group Investment Advisors Llc 22 513 −2,15 1 104 −3,33
2025-08-01 13F James Investment Research Inc 28 833 47,33 1 414 45,52
2025-08-05 13F Claro Advisors LLC 43 639 139,95 2 140 137,14
2025-08-14 13F Wetherby Asset Management Inc 11 080 2,77 543 0,56
2025-07-17 13F One Wealth Advisors, LLC 502 680 −8,52 24 646 −9,61
2025-07-30 13F Caliber Wealth Management, LLC / KS 122 830 −6,44 6 022 −7,55
2025-08-13 13F Renaissance Technologies Llc 1 050 800 282,25 51 521 277,71
2025-08-14 13F McIlrath & Eck, LLC 32 947 −7,26 1 615 −8,34
2025-08-12 13F Coston, McIsaac & Partners 504 0,80 0
2025-07-11 13F Scott Capital Advisors, LLC 17 490 10,63 856 9,18
2025-08-12 13F Minot DeBlois Advisors LLC 250 0,00 12 0,00
2025-08-14 13F Hurley Capital, LLC 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 2 293 134 −21,67 112 432 −22,60
2025-08-12 13F Global Retirement Partners, LLC 31 039 −13,05 1 522 −14,98
2025-08-12 13F Erickson Financial Group, LLC 7 261 0,00 356 −1,11
2025-07-16 13F Stephenson National Bank & Trust 80 889 19,86 3 966 18,43
2025-08-13 13F Capital Analysts, Inc. 10 728 46,46 1
2025-07-23 13F Watershed Private Wealth Llc 102 599 20,96 5 030 19,53
2025-08-04 13F Bristlecone Advisors, LLC 94 276 −27,19 4 622 −28,05
2025-08-14 13F TCG Advisory Services, LLC 58 604 −0,08 2 873 −1,27
2025-03-18 13F Thoma Capital Management LLC 4 400 221
2025-07-07 13F Vishria Bird Financial Group, LLC 135 312 9,99 6 634 8,68
2025-07-09 13F Chesley Taft & Associates LLC 128 868 19,32 6 318 17,90
2025-07-23 13F Colony Family Offices, LLC 389 555 15,65 19 100 14,27
2025-08-12 13F Wood Tarver Financial Group, LLC 7 411 0,00 0 −100,00
2025-04-15 13F Members Wealth Llc 8 890 36,90 441 36,11
2025-08-14 13F Heritage Wealth Management, Inc. 5 190 −28,31 254 −29,25
2025-07-16 13F Patron Partners Advisors, Llc 11 819 −13,53 579 −14,60
2025-08-05 13F Golden Bell Financial Planning LLC 37 080 −2,70 1 818 −3,81
2025-07-15 13F Axis Wealth Partners, LLC 4 792 −6,28 235 −7,51
2025-08-04 13F Canton Hathaway, LLC 0 −100,00 0
2025-08-04 13F Assetmark, Inc 313 826 484,19 15 387 477,34
2025-08-05 13F GPS Wealth Strategies Group, LLC 1 000 −15,90 49 −15,52
2025-07-23 13F Roundview Capital LLC 14 282 −8,86 700 −9,91
2025-07-08 13F Rise Advisors, LLC 971 −14,97 48 −16,07
2025-07-30 13F IMG Wealth Management, Inc. 552 0,00 27 0,00
2025-07-14 13F Mechanics Bank Trust Department 9 000 441
2025-07-24 13F Summit Place Financial Advisors, LLC 0 −100,00 0
2025-07-29 13F Quotient Wealth Partners, LLC 478 904 3,68 23 481 2,45
2025-07-14 13F Maryland Capital Advisors Inc. 470 0,00 23 0,00
2025-07-30 13F Mason & Associates, LLC 75 685 −30,15 3 711 −30,99
2025-07-17 13F Park Place Capital Corp 29 393 1 438
2025-07-15 13F Norden Group Llc 21 017 2,26 1 030 1,08
2025-07-11 13F Prosperity Planning, Inc. 1 346 58,73
2025-08-18 13F/A Kestra Investment Management, LLC 905 403 14,82 44 392 13,45
2025-04-02 13F Marcum Wealth, LLC 54 483 −11,49 2 703 −12,38
2025-07-30 13F Syntegra Private Wealth Group, LLC 4 674 0,00 229 −0,87
2025-08-14 13F Snowden Capital Advisors LLC 14 016 186,98 687 183,88
2025-07-22 13F Compass Financial Group, INC/SD 18 861 −12,67 925 −13,73
2025-08-07 13F Legacy Financial Advisors, Inc. 25 709 −7,98 1 261 −9,09
2025-07-10 13F High Net Worth Advisory Group LLC 16 583 −14,93 813 −15,93
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 −100,00 0
2025-08-14 13F Benjamin Edwards Inc 100 592 11,21 4 932 9,89
2025-07-10 13F Sovran Advisors, LLC 0 −100,00 0
2025-07-10 13F Brooklyn FI, LLC 216 125 −25,94 10 597 −22,29
2025-08-12 13F Bedel Financial Consulting, Inc. 646 226 −1,83 31 684 −1,75
2025-08-14 13F Warren Averett Asset Management, LLC 624 180 −7,04 30 604 −8,15
2025-07-23 13F Nbt Bank N A /ny 560 0,00 27 0,00
2025-08-11 13F Birchbrook, Inc. 5 785 0,00 284 −1,39
2025-07-16 13F Eagle Global Advisors Llc 39 140 3,99 1 919 2,79
2025-07-17 13F LVW Advisors, LLC 20 929 −0,11 1 026 −1,25
2025-08-14 13F Aqr Capital Management Llc 24 062 −80,89 1 180 −81,13
2025-08-14 13F Great Valley Advisor Group, Inc. 114 272 −23,50 5 603 −24,41
2025-08-04 13F Ledyard National Bank 0 −100,00 0
2025-07-11 13F Weatherly Asset Management L. P. 4 650 0,00 228 −1,30
2025-08-04 13F Mayflower Financial Advisors, LLC 179 461 65,31 8 799 63,35
2025-08-08 13F Good Life Advisors, LLC 7 712 50,62 378 48,82
2025-08-14 13F Graney & King, LLC 79 1,28 4 0,00
2025-07-16 13F American National Bank 27 232 5,01 1 335 3,81
2025-07-16 13F Kendall Capital Management 4 467 −49,21 219 −49,77
2025-08-04 13F Savvy Advisors, Inc. 55 674 −12,08 2 730 −13,14
2025-08-06 13F Vestmark Advisory Solutions, Inc. 5 429 266
2025-08-12 13F Associated Banc-corp 0 −100,00 0
2025-08-07 13F CENTRAL TRUST Co 2 284 −12,86 112 −14,62
2025-08-14 13F Redwood Investment Management, Llc 5 771 −22,58 0
2025-08-14 13F Bank Of America Corp /de/ 9 710 516 −5,55 476 107 −6,67
2025-07-16 13F TCI Wealth Advisors, Inc. 29 108 1 427
2025-07-11 13F My Legacy Advisors, LLC 95 148 30,49 4 657 28,69
2025-07-28 13F Evernest Financial Advisors, LLC 19 695 6,30 966 5,01
2025-07-21 13F Cape Cod Five Cents Savings Bank 20 173 0,00 1 031 0,00
2025-07-30 13F Financial Perspectives, Inc 3 661 0,00 179 −1,10
2025-08-14 13F Sargent Investment Group, LLC 93 178 127,00 4 553 123,58
2025-08-11 13F Bell Investment Advisors, Inc 3 647 −14,67 179 −16,04
2025-08-13 13F SCS Capital Management LLC 2 039 201 −12,93 99 982 −13,97
2025-08-13 13F Baird Financial Group, Inc. 1 567 346 −6,70 76 847 −7,81
2025-07-25 13F Lodestar Private Asset Management Llc 14 675 −28,01 720 −28,88
2025-08-12 13F Proequities, Inc. 0 0
2025-07-15 13F Verum Partners LLC 4 177 −54,37 205 −55,07
2025-08-14 13F Susquehanna International Group, Llp Call 5 900 −45,37 289 −45,98
2025-07-09 13F GSG Advisors LLC 34 842 1,26 1 708 2,34
2025-07-16 13F Northern Oak Wealth Management Inc 26 688 14,98 1 309 13,64
2025-08-14 13F Susquehanna International Group, Llp Put 14 700 −86,78 721 −86,95
2025-07-15 13F Vannoy Advisory Group, Inc. 75 869 −1,53 3 720 −2,69
2025-07-21 13F West Financial Advisors, LLC 1 137 702 4,76 55 782 3,51
2025-07-14 13F Armstrong Advisory Group, Inc 26 945 11,22 1 321 8,81
2025-08-12 13F Jpmorgan Chase & Co 108 048 493 39,82 5 297 618 38,16
2025-07-28 13F WealthPlan Investment Management, LLC 6 996 343
2025-07-18 13F Benchmark Wealth Management, LLC 91 353 −6,20 4 479 −7,31
2025-08-14 13F Susquehanna International Group, Llp 98 419 −87,14 4 825 −87,29
2025-07-30 13F Capital Investment Services of America, Inc. 106 925 −10,43 5 243 −11,50
2025-07-21 13F Keystone Financial Group, Inc. 4 404 −10,74 214 −11,62
2025-07-21 13F HT Partners LLC 442 497 83,55 21 696 81,37
2025-07-25 13F Iron Financial, LLC 6 887 338
2025-08-07 13F Prospect Financial Group LLC 9 421 −19,43 462 −20,52
2025-08-05 13F Jacobson & Schmitt Advisors, Llc 185 639 −1,01 9 102 −2,18
2025-08-08 13F IMA Wealth, Inc. 2 992 0,00 147 −1,35
2025-07-31 13F Kathleen S. Wright Associates Inc. 347 −95,46 17 −95,51
2025-08-05 13F Allodium Investment Consultants, LLC 57 211 8,06 2 805 6,82
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-06-26 NP TDSB - Cabana Target Drawdown 7 ETF 219 532 10 801
2025-08-01 13F FSA Advisors, Inc. 12 576 −1,12 617 −2,38
2025-07-21 13F Single Point Partners, LLC 305 014 16,52 15 16,67
2025-07-22 13F Sutton Place Investors Llc 8 114 −24,35 398 −25,38
2025-07-30 13F Crewe Advisors LLC 4 280 0,00 210 −1,42
2025-08-05 13F Aviance Capital Partners, LLC 26 930 12,82 1 320 11,49
2025-08-07 13F Montag A & Associates Inc 2 694 0,00 132 −0,75
2025-08-06 13F OneAscent Family Office, LLC 4 542 0
2025-07-16 13F Spinnaker Investment Group, LLC 4 713 −19,37 231 −20,34
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 56 892 1,78 2 789 0,58
2025-08-12 13F OneAscent Financial Services LLC 14 695 1
2025-08-13 13F Johnson Financial Group, Inc. 2 653 17,91 130 17,12
2025-08-14 13F Pine Harbor Wealth Management, LLC 4 815 0,00 236 −0,84
2025-07-17 13F Genesis Private Wealth, Llc 136 735 7,41 6 704 6,14
2025-07-31 13F Glass Jacobson Investment Advisors llc 25 867 −6,44 1 268 −8,51
2025-08-06 13F Titan Global Capital Management Usa Llc 21 146 −12,17 1 037 −13,23
2025-08-13 13F Cerity Partners LLC 4 152 644 1,04 203 604 −0,16
2025-08-14 13F Millennium Management Llc 0 −100,00 0
2025-08-01 13F May Hill Capital, LLC 56 685 −11,91 2 779 −12,94
2025-08-14 13F Beaird Harris Wealth Management, LLC 867 590 −0,97 42 538 −2,15
2025-07-09 13F PFW Advisors LLC 11 949 −42,32 586 −43,04
2025-07-23 13F Penney Financial, LLC 54 532 87,24 2 674 84,98
2025-07-15 13F Alhambra Investment Partners LLC 14 100 0,00 691 −1,14
2025-08-01 13F Advisory Alpha, LLC 12 442 29,47 610 28,15
2025-08-07 13F Roberts Glore & Co Inc /il/ 169 097 −17,65 8 291 −18,63
2025-04-17 13F Warther Private Wealth, LLC 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 640 928 10,56 31 425 9,24
2025-07-30 13F/A Divergent Planning, LLC 276 707 0,51 13 539 −1,25
2025-07-29 13F Level Wealth Management LLC 148 846 −26,21 7 298 −27,09
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 6 872 −78,41 337 −78,72
2025-05-13 13F Hanlon Investment Management, Inc. 0 −100,00 0
2025-08-05 13F Mma Asset Management Llc 16 755 −2,93 821 −4,09
2025-07-29 13F Harbor Asset Planning, Inc. 12 1
2025-07-08 13F Lpwm Llc 63 677 306,08 3 122 301,29
2025-08-06 13F Nicholas Hoffman & Company, LLC. 9 449 1,00 463 −0,22
2025-07-21 13F Rainey & Randall Investment Management Inc. 7 870 386
2025-07-22 13F Relyea Zuckerberg Hanson LLC 23 976 −26,42 1 176 −27,29
2025-07-28 13F Davidson Investment Advisors 361 298 4,16 17 714 2,92
2025-07-23 13F Valmark Advisers, Inc. 154 270 8,57 7 564 7,28
2025-07-31 13F Opes Wealth Management LLC 55 052 15,76 2 699 14,41
2025-07-15 13F Signal Tree Financial Partners Llc 0 −100,00 0 −100,00
2025-07-24 13F MFA Wealth Services 4 376 −5,81 215 −6,96
2025-07-23 13F Litman Gregory Asset Management LLC 4 398 −37,92 216 −38,75
2025-04-22 13F Cordant, Inc. 0 −100,00 0
2025-07-14 13F Golden State Equity Partners 15 136 7,02 742 5,85
2025-07-10 13F Veridan Wealth LLC 13 529 663
2025-08-14 13F Comerica Bank 326 211 11,78 15 994 10,46
2025-07-29 13F Latitude Advisors, LLC 6 884 22,38 338 20,79
2025-07-30 13F Fairway Wealth LLC 0 −100,00 0
2025-07-25 13F Hobbs Group Advisors, LLC 10 554 517
2025-07-29 13F Regions Financial Corp 1 037 558 0,69 50 871 −0,50
2025-08-13 13F Centiva Capital, LP Call 100 000 4 903
2025-07-17 13F Johnson Bixby & Associates, LLC 23 639 −11,78 1 159 −12,79
2025-08-07 13F Meeder Advisory Services, Inc. 0 −100,00 0
2025-07-25 13F Concord Wealth Partners 0 −100,00 0
2025-08-07 13F Verus Capital Partners, Llc 10 523 1,20 516 0,00
2025-08-06 13F Quadrant Private Wealth Management, LLC 11 747 2,37 576 1,05
2025-07-16 13F Diversified Enterprises, LLC 80 135 16,54 3 929 15,15
2025-07-07 13F Centurion Wealth Management LLC 25 027 1,38 1 227 −0,81
2025-07-24 13F Acima Private Wealth, Llc 50 430 1,03 2 473 −0,16
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-12 13F Hanover Advisors Inc 26 851 23,22 1 317 21,74
2025-08-13 13F GeoWealth Management, LLC 1 594 827 −6,45 78 194 −7,56
2025-08-04 13F Quaker Wealth Management, LLC 175 137 8 587
2025-08-13 13F Willis Johnson & Associates, Inc. 42 808 2 099
2025-07-17 13F Gleason Group, Inc. 620 673 633,99 30 432 625,41
2025-08-13 13F Baker Avenue Asset Management, LP 80 379 −4,44 3 941 −5,56
2025-08-13 13F Cary Street Partners Financial Llc 53 618 0,17 2 629 −1,02
2025-07-18 13F Pacific Point Advisors, LLC 50 710 −7,63 2 486 −8,74
2025-08-14 13F EP Wealth Advisors, Inc. 790 174 1,45 38 742 0,25
2025-08-14 13F Sentinus, LLC 10 582 519
2025-08-15 13F Fft Wealth Management Llc 11 560 −43,72 565 −44,65
2025-08-18 13F N.E.W. Advisory Services LLC 118 0,00 6 0,00
2025-07-30 13F Sonata Capital Group Inc 60 280 1,86 3 0,00
2025-08-13 13F Mayfair Advisory Group, LLC 6 187 0,00 302 −1,31
2025-07-18 13F SOA Wealth Advisors, LLC. 1 996 0,00 98 −2,02
2025-07-29 13F Sincerus Advisory, LLC 59 897 51,05 2 909 47,84
2025-07-29 13F Chicago Partners Investment Group LLC 64 591 0,34 3 135 −0,70
2025-07-17 13F Sound Income Strategies, LLC 52 −22,39 3 −33,33
2025-07-23 13F Winthrop Advisory Group LLC 205 578 12,22 10 079 10,88
2025-07-18 13F Truist Financial Corp 699 132 −0,84 34 278 −2,02
2025-08-06 13F Founders Financial Securities Llc 11 497 −3,24 564 −3,10
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-07-17 13F Willow Creek Wealth Management Inc. 675 264 −12,89 33 108 −13,92
2025-07-23 13F Mullooly Asset Management, Inc. 43 007 8,82 2 109 7,50
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 263 221 13,08 13 9,09
2025-07-23 13F Pure Portfolios Holdings Llc 87 658 −5,35 4 298 −6,49
2025-08-05 13F Centennial Bank/AR/ 2 333 0,00 114 −0,87
2025-08-05 13F Sheridan Capital Management, LLC 8 550 69,31 419 67,60
2025-08-12 13F Franklin Resources Inc 6 871 298 −2,79 336 900 −3,95
2025-07-28 13F Revolve Wealth Partners, LLC 23 640 −25,35 1 159 −26,23
2025-07-23 13F First Merchants Corp 11 095 −78,29 544 −78,58
2025-04-11 13F First Affirmative Financial Network 5 680 4,51 282 3,31
2025-07-07 13F RDA Financial Network 0 −100,00 0
2025-07-17 13F TBH Global Asset Management, LLC 109 190 591,21 5 354 583,65
2025-07-25 13F Verdence Capital Advisors LLC 28 753 −1,54 1 410 −2,69
2025-08-06 13F New Millennium Group LLC 1 771 87
2025-07-17 13F CWA Asset Management Group, LLC 12 128 −20,08 595 −21,12
2025-08-14 13F Acorn Wealth Advisors, LLC 10 081 33,49 494 32,09
2025-07-25 13F PrairieView Partners, LLC 61 434 −29,51 3 −25,00
2025-08-04 13F Clear Investment Research, Llc 1 023 50
2025-08-12 13F Holderness Investments Co 0 −100,00 0
2025-07-18 13F Bridge Generations Wealth Management Llc 41 0,00 2 0,00
2025-07-09 13F Towerpoint Wealth, LLC 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 21 831 076 0,65 1 070 378 −0,55
2025-08-08 13F Firestone Capital Management 187 401 −1,30 9 188 −2,47
2025-08-11 13F Avantax Planning Partners, Inc. 167 859 −2,78 8 230 −3,93
2025-07-16 13F/A CX Institutional 285 539 −50,53 14 −50,00
2025-07-31 13F Lazard Freres Gestion S.A.S. 0 −100,00 2 0,00
2025-08-11 13F United Advisor Group, LLC 38 860 106,06 1 905 103,74
2025-07-31 13F BIP Alliance, LLC 533 216 −0,01 26 144 −1,20
2025-07-25 NP FHYVX - Franklin High Yield Tax-free Income Fund Advisor Class 2 850 000 −5,00 139 080 −8,49
2025-08-13 13F Meridian Wealth Partners, LLC 93 081 −1,66 4 564 −2,83
2025-04-15 13F SJS Investment Consulting Inc. 0 −100,00 0
2025-07-28 13F Ritholtz Wealth Management 5 310 260
2025-08-06 13F Souders Financial Advisors 32 206 6,81 1 579 5,55
2025-08-13 13F RFP Financial Group LLC 28 996 2,00 1 422 0,78
2025-07-16 13F Dakota Wealth Management 6 263 5,70 307 4,78
2025-08-13 13F Townsquare Capital Llc 17 390 −85,10 853 −85,29
2025-07-29 13F Sigma Investment Counselors Inc 15 339 −1,16 752 −2,34
2025-08-05 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2025-08-14 13F Hancock Whitney Corp 59 773 0,00 2 931 −1,18
2025-07-22 13F Hill Island Financial Llc 0 −100,00 0
2025-07-22 13F Cedar Mountain Advisors, LLC 15 516 0,00 761 −1,17
2025-08-14 13F Avid Wealth Partners LLC 53 861 22,60 2 641 21,16
2025-07-15 13F Bfsg, Llc 6 645 256,30 326 253,26
2025-08-11 13F Wealthspire Advisors, LLC 1 683 670 23,04 82 550 21,58
2025-08-14 13F Betterment LLC 482 841 355,97 24 360,00
2025-07-28 13F Holistic Planning, LLC 5 660 −5,16 277 −6,42
2025-07-31 13F City State Bank 991 0,00 49 −2,04
2025-07-28 13F Ckw Financial Group 167 0,00 0
2025-07-29 13F Financial Symmetry Inc 0 −100,00 0
2025-08-13 13F Natixis Advisors, L.p. 242 144 14,02 12 10,00
2025-08-06 13F Adviser Investments LLC 3 638 035 5,97 178 373 4,71
2025-08-11 13F Westover Capital Advisors, LLC 0 −100,00 0
2025-08-13 13F Northern Trust Corp 15 568 877 −3,29 763 342 −4,44
2025-08-13 13F Cary Street Partner Investment Advisory Llc 762 1,20 37 0,00
2025-07-17 13F Alliance Wealth Advisors, LLC 25 000 −10,71 1 226 −11,81
2025-07-31 13F Mason & Associates Inc 16 562 −24,94 812 −25,78
2025-08-05 13F RiverGlades Family Offices LLC 73 498 2,86 3 604 1,64
2025-07-24 13F Lokken Investment Group LLC 25 001 23,87 1 226 22,38
2025-07-21 13F Ashton Thomas Securities, Llc 66 488 22,13 3 260 20,66
2025-07-30 13F Wbh Advisory Inc 49 472 −31,17 2 426 −32,00
2025-08-14 13F Integrated Wealth Concepts LLC 1 202 728 8,67 58 970 7,37
2025-07-17 13F Oakworth Capital, Inc. 3 246 −76,91 159 −77,19
2025-08-12 13F Archer Investment Corp 0 −100,00 0
2025-05-15 13F AlTi Global, Inc. 0 −100,00 0
2025-07-30 13F DecisionMap Wealth Management, LLC 7 110 21,85 349 20,42
2025-08-06 13F Middleton & Co Inc/ma 31 100 0,00 1 525 −1,23
2025-07-07 13F Capital Asset Advisory Services LLC 62 814 −8,98 3 073 −10,09
2025-07-24 13F Grand Wealth Management, Llc 59 885 21,00 2 936 19,59
2025-08-05 13F Freestone Capital Holdings, LLC 35 458 −3,26 1 739 −4,40
2025-07-16 13F Newton One Investments LLC 276 260 −4,48 13 545 −5,61
2025-07-28 13F Cutler Investment Counsel Llc 17 944 −4,93 880 −6,09
2025-08-07 13F Allworth Financial LP 702 670 6,93 34 452 7,50
2025-07-07 13F Investors Research Corp 640 0,00 31 0,00
2025-08-05 13F Key FInancial Inc 979 −85,24 48 −85,41
2025-08-05 13F Dravo Bay Llc 132 782 37,79 6 510 36,16
2025-08-14 13F Financial Network Wealth Advisors LLC 2 818 0,00 138 −0,72
2025-05-15 13F Lgl Partners, Llc 0 −100,00 0
2025-08-05 13F Tsfg, Llc 2 339 0,00 0
2025-07-22 13F Peoples Bank /oh 6 041 −3,19 296 −4,21
2025-07-25 13F Wells Financial Advisors INC 18 880 0,00 926 −1,18
2025-08-01 13F Belvedere Trading LLC 1 519 74
2025-08-01 13F Belvedere Trading LLC Put 5 000 0,00 245 −1,21
2025-07-09 13F Procyon Private Wealth Partners, LLC 12 417 −0,23 609 −1,46
2025-08-14 13F Visionary Wealth Advisors 57 538 −4,25 2 821 −5,37
2025-08-14 13F Dagco, Inc. 2 348 0,82 115 0,00
2025-07-25 13F Richardson Financial Services Inc. 20 793 1 019
2025-08-18 13F Hollencrest Capital Management 7 603 −21,67 373 −22,66
2025-07-22 13F Checchi Capital Advisers, LLC 26 017 227,75 1 276 224,43
2025-08-19 13F/A Pitcairn Co 7 477 0,00 367 −1,35
2025-07-22 13F Innovative Wealth Building LLC 4 415 0,85 216 −0,46
2025-07-22 13F BridgePort Financial Solutions, LLC 13 851 679
2025-07-23 13F Bear Mountain Capital, Inc. 19 713 0,00 956 −0,93
2025-08-08 13F Meridian Wealth Management, LLC 62 993 −2,99 3 089 −4,16
2025-08-11 13F Frank, Rimerman Advisors LLC 18 423 0,01 903 −1,20
2025-07-25 13F Ackerman Capital Advisors, LLC 1 021 172 −12,66 50 068 −13,70
2025-05-06 13F BlueChip Wealth Advisors LLC 0 −100,00 0 −100,00
2025-08-11 13F Landaas & Co /wi /adv 13 726 −28,16 673 −29,01
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 105 305 38,38 5 163 36,73
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 8 400 0,00 412 −1,20
2025-08-08 13F Accredited Investors Inc. 5 284 0,00 259 −1,15
2025-07-10 13F PMV Capital Advisers, LLC 1 922 94
2025-08-01 13F American Financial & Tax Strategies Inc 119 525 7,76 5 860 6,49
2025-08-05 13F BCGM Wealth Management, LLC 79 895 34,15 3 917 32,55
2025-08-05 13F Elm Partners Management LLC 199 552 −2,32 9 784 −3,48
2025-08-05 13F Lifeworks Advisors, LLC 10 532 −4,77 516 −5,84
2025-08-14 13F Citadel Advisors Llc Call 18 100 229,09 887 226,10
2025-08-14 13F Citadel Advisors Llc 130 952 6 421
2025-08-14 13F Atomi Financial Group, Inc. 286 687 15,92 14 056 14,55
2025-08-14 13F Citadel Advisors Llc Put 43 100 −85,91 2 113 −86,07
2025-08-14 13F Mariner, LLC 3 258 439 3,70 159 757 2,46
2025-08-14 13F Shepherd Kaplan Krochuk, Llc 15 724 0,00 771 −1,28
2025-07-24 13F Forefront Analytics, LLC 21 855 1 071
2025-08-06 13F First Horizon Advisors, Inc. 321 315 6,26 15 754 5,00
2025-07-10 13F Global Financial Private Client, LLC 5 968 0,00 293 −1,35
2025-07-31 13F FSM Wealth Advisors, LLC 9 861 −0,31 483 −1,43
2025-08-06 13F Hallmark Capital Management Inc 230 −18,73 11 −21,43
2025-08-12 13F Allen Capital Group, LLC 9 107 45,04 447 43,41
2025-08-13 13F 1832 Asset Management L.P. 5 536 0,00 271 −1,09
2025-07-16 13F Independent Wealth Network Inc. 7 349 −9,23 360 −10,22
2025-07-10 13F Wedmont Private Capital 1 327 687 −2,79 64 990 −1,13
2025-08-08 13F Tortoise Investment Management, LLC 65 080 −7,35 3 191 −8,46
2025-08-11 13F Hexagon Capital Partners LLC 17 850 −0,31 875 −1,46
2025-08-14 13F Full Sail Capital, LLC 1 341 714 −5,84 65 784 −6,96
2025-08-14 13F Schwallier Wealth Management LLC 10 565 59,91 518 58,10
2025-04-24 13F Aspect Partners, LLC 0 −100,00 0
2025-07-30 13F White Lighthouse Investment Management Inc. 27 316 4,26 1 339 3,00
2025-08-05 13F Crestwood Advisors Group LLC 876 232 −33,09 42 962 −33,89
2025-08-11 13F GW&K Investment Management, LLC 43 680 0,00 2 0,00
2025-08-06 13F Hoxton Planning & Management, LLC 10 418 −11,18 511 −12,37
2025-08-13 13F My Purposeful Wealth Corp. 31 843 145,89 1 556 142,21
2025-04-24 13F Canvas Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-22 13F McNaughton Wealth Management, LLC 63 475 −23,15 3 112 −24,06
2025-05-15 13F Alliancebernstein L.p. 0 −100,00 0 −100,00
2025-07-21 13F Ameriflex Group, Inc. 6 593 1 388,26 323 1 433,33
2025-08-11 13F Conquis Financial Llc 21 711 −0,30 1 064 −1,48
2025-08-14 13F Fiduciary Trust Co 207 930 8,68 10 195 7,38
2025-08-06 13F Valtinson Bruner Financial Planning LLC 0 −100,00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 181 432 24,52 8 896 23,03
2025-07-10 13F Hurlow Wealth Management Group, Inc. 147 712 9,11 7 242 7,82
2025-07-21 13F Financial Architects, LLC 38 925 3,48 1 908 2,25
2025-07-17 13F HB Wealth Management, LLC 22 135 51,79 1 085 50,07
2025-07-21 13F Crews Bank & Trust 10 077 0,00 494 −1,20
2025-07-09 13F Act Wealth Management, Llc 29 088 −1,40 1 426 −2,53
2025-08-06 13F Shade Tree Advisors LLC 88 889 19,79 4 358 18,36
2025-04-08 13F BTC Capital Management, Inc. 0 −100,00 0 −100,00
2025-07-11 13F Pinnacle Bancorp, Inc. 26 172 −30,31 1 283 −31,13
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-07 13F Hughes Financial Services, LLC 1 0,00 0
2025-07-31 13F Fiduciary Wealth Partners, LLC 58 300 2 858
2025-08-12 13F CIBC Private Wealth Group, LLC 24 266 −35,23 1 190 −34,16
2025-08-01 13F SwitchPoint Financial Planning, LLC 36 221 −4,09 1 776 −5,23
2025-04-29 13F Sharp Financial Services, LLC 0 −100,00 0
2025-05-02 13F Grant Street Asset Management, Inc. 0 −100,00 0
2025-08-13 13F Cresset Asset Management, LLC 68 579 −18,48 3 362 −19,45
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-07-18 13F BSW Wealth Partners 644 765 −14,22 31 613 −15,24
2025-07-23 13F L.K. Benson & Company, P.C. 59 135 30,38 2 899 28,84
2025-08-12 13F Ameritas Investment Partners, Inc. 8 694 −29,20 426 −30,05
2025-08-12 13F Passive Capital Management, LLC. 646 210 −0,71 31 619 −2,09
2025-07-24 13F Callan Family Office, LLC 14 056 0,00 689 −1,15
2025-05-14 13F 1620 Investment Advisors, Inc. 0 −100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 45 638 −82,21 2 −83,33
2025-07-30 13F Greenup Street Wealth Management Llc 16 509 227,75 809 224,90
2025-08-07 13F FDx Advisors, Inc. 48 900 0,45 2 0,00
2025-08-12 13F XTX Topco Ltd 20 423 1 001
2025-08-06 13F Golden State Wealth Management, LLC 5 210 −23,96 255 −25,00
2025-05-02 13F Evergreen Private Wealth LLC 0 −100,00 0
2025-08-08 13F W.H. Cornerstone Investments Inc. 16 624 115,92 815 113,35
2025-04-11 13F Signal Advisors Wealth, LLC 0 −100,00 0
2025-07-22 13F Verus Wealth Management, Llc 47 250 −24,57 2 317 −25,48
2025-07-07 13F OMNI 360 Wealth, Inc. 5 798 6,33 284 5,19
2025-07-14 13F Abound Wealth Management 4 197 1 253,87 206 1 266,67
2025-07-17 13F Wolff Wiese Magana Llc 596 56,84 29 61,11
2025-08-12 13F Burk Holdings LLC 7 842 −1,43 384 −2,54
2025-08-07 13F Allen Investment Management LLC 630 033 −1,45 30 891 −2,62
2025-07-30 NP FSMUX - Strategic Advisers Municipal Bond Fund 4 394 271 19,14 214 440 14,77
2025-07-02 13F Central Pacific Bank - Trust Division 0 −100,00 0
2025-07-24 13F PDS Planning, Inc 241 902 2,94 11 860 1,72
2025-07-16 13F ORG Wealth Partners, LLC 4 000 0,00 196 −1,52
2025-08-15 13F Binnacle Investments Inc 5 573 69,70 273 68,52
2025-07-07 13F Trust Co 219 0,00 11 0,00
2025-08-04 13F UNIVEST FINANCIAL Corp 77 491 22,44 3 799 20,99
2025-08-01 13F Zhang Financial LLC 13 841 1,65 679 0,44
2025-07-15 13F Farrell Financial LLC 19 624 1,40 962 0,21
2025-08-11 13F VSM Wealth Advisory, LLC 64 362 −22,08 3 156 −23,01
2025-07-07 13F Aletheian Wealth Advisors LLC 34 071 0,00 1 671 −1,18
2025-08-12 13F Ascent Wealth Partners, LLC 10 026 −0,09 492 −1,21
2025-07-25 13F Sequoia Financial Advisors, LLC 1 628 647 1,06 79 853 −0,14
2025-08-13 13F Holos Integrated Wealth LLC 10 800 0,00 528 −1,50
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 6 397 −73,67 314 −74,02
2025-08-05 13F Mission Wealth Management, Lp 11 014 −11,41 540 −12,34
2025-07-03 13F Collective Family Office Llc 46 240 −18,34 2 267 −19,30
2025-07-10 13F Tompkins Financial Corp 0 −100,00 0
2025-08-08 13F Hartland & Co., LLC 152 358 −25,70 7 470 −26,58
2025-08-08 13F Bailard, Inc. 59 062 −2,76 2 896 −3,92
2025-07-22 13F Belpointe Asset Management LLC 35 989 46,09 1 765 44,35
2025-07-11 13F Rockwood Wealth Management, LLC 61 608 −42,73 3 021 −43,41
2025-07-17 13F XML Financial, LLC 0 −100,00 0
2025-08-12 13F Howe & Rusling Inc 25 091 −6,69 1 230 −7,80
2025-07-09 13F Christopher J. Hasenberg, Inc 221 0,00 11 0,00
2025-07-25 13F Apollon Wealth Management, LLC 75 468 −22,25 3 700 −23,17
2025-08-11 13F TAGStone Capital, Inc. 144 747 −9,18 7 072 100 928,57
2025-08-08 13F Keyvantage Wealth, Llc 14 574 −26,22 715 −27,14
2025-08-12 13F Forum Private Client Group LLC 28 967 14,34 1 420 12,97
2025-07-31 13F TSA Wealth Managment LLC 32 372 19,11 1 587 17,73
2025-08-14 13F Ancora Advisors, LLC 6 720 13,57 329 12,29
2025-08-04 13F IFG Advisory, LLC 28 527 37,78 1 399 36,12
2025-07-15 13F Oak Wealth Advisors LLC 30 347 −18,91 1 488 −19,88
2025-08-08 13F ERTS Wealth Advisors, LLC 0 −100,00 0
2025-08-13 13F Trustmark National Bank Trust Department 0 −100,00 0
2025-07-02 13F Helen Stephens Group, LLC 5 238 0,83 257 −0,39
2025-07-15 13F Accurate Wealth Management, LLC 12 482 −6,51 611 −5,28
2025-07-07 13F Horizons Wealth Management 12 660 5,25 621 4,03
2025-07-16 13F Embree Financial Group 13 381 656
2025-08-07 13F Lakeridge Wealth Management LLC 5 139 −10,42 252 −11,62
2025-07-23 13F Wealth Management Nebraska 7 397 0,00 362 −1,36
2025-08-14 13F Hirtle Callaghan & Co LLC 19 675 −1,19
2025-07-23 13F Values Added Financial LLC 63 703 −40,71 3 123 −41,42
2025-07-31 13F Conservest Capital Advisors, Inc. 0 −100,00 0
2025-07-31 13F Waldron Private Wealth LLC 859 205 −11,69 42 127 −12,74
2025-08-04 13F Rede Wealth, LLC 58 546 −0,39 2 871 −1,58
2025-08-13 13F Brown Advisory Inc 368 087 −36,15 18 047 −36,91
2025-08-01 13F Red Lighthouse Investment Management, Llc 3 284 1 575,51 161 1 688,89
2025-08-14 13F Becker Capital Management Inc 0 −100,00 0
2025-07-18 13F Heritage Financial Services, LLC 19 461 −23,15 954 −24,04
2025-08-01 13F Penobscot Wealth Management 5 719 20,15 280 18,64
2025-08-15 13F Orcam Financial Group 15 322 −5,11 751 −6,24
2025-08-06 13F SOUTH STATE Corp 32 058 69,60 1 572 67,66
2025-08-19 13F Wealth Group, Ltd. 0 −100,00 0
2025-04-15 13F Corrigan Financial, Inc. 182 398 2,06 9 051 1,02
2025-07-17 13F Enclave Advisors LLC 66 696 −79,25 3 270 −79,50
2025-08-08 13F Bouchey Financial Group Ltd 28 284 0,00 1 387 −1,21
2025-08-12 13F SRS Capital Advisors, Inc. 56 270 8,45 2 759 7,15
2025-04-29 13F Onyx Bridge Wealth Group LLC 0 −100,00 0
2025-07-23 13F Joel Isaacson & Co., LLC 10 756 527
2025-07-08 13F Cultivar Capital, Inc. 6 375 0,00 313 −1,27
2025-05-15 13F Proquility Private Wealth Partners, LLC 0 −100,00 0 −100,00
2025-08-26 13F/A Thrivent Financial For Lutherans 39 268 −47,82 2 −66,67
2025-07-14 13F Northland Capital Management LLC 5 360 0,00 263 −1,13
2025-08-14 13F Jane Street Group, Llc 171 925 −8,26 8 429 −9,35
2025-08-12 13F Argent Trust Co 19 046 6,93 934 5,66
2025-07-17 13F Eclectic Associates Inc /adv 26 846 40,83 1 316 39,26
2025-03-12 13F/A Private Capital Management Llc 12 750 −1,39 639 −2,45
2025-08-07 13F Sollinda Capital Management LLC 4 156 204
2025-08-06 13F Soltis Investment Advisors LLC 152 986 −4,80 7 501 −5,94
2025-08-15 13F Blue Chip Partners, Inc. 0 −100,00 0
2025-08-12 13F Clearwater Capital Advisors, LLC 17 945 52,79 880 51,03
2025-05-02 13F Archvest Wealth Advisors, Inc. 0 −100,00 0
2025-07-25 13F Transcendent Capital Group LLC 0 −100,00 0
2025-07-07 13F General Partner, Inc. 4 460 0,00 219 −1,36
2025-08-14 13F BTG Pactual Asset Management US LLC 59 120 9,95 2 899 8,62
2025-07-30 13F First Citizens Bank & Trust Co 33 356 8,18 1 635 6,93
2025-07-18 13F Liberty Capital Management, Inc. 123 569 7,21 6 059 5,93
2025-07-22 13F Apexium Financial, Lp 29 270 10,22 1 435 8,96
2025-07-16 13F Perigon Wealth Management, LLC 216 145 −14,61 10 598 −15,63
2025-07-17 13F Cyr Financial Inc. 18 538 103,87 909 101,33
2025-08-13 13F Gateway Wealth Partners, LLC 0 −100,00 0
2025-07-23 13F Lansing Street Advisors 38 938 228,01 1 909 224,11
2025-07-28 13F Elmwood Wealth Management, Inc. 63 805 1,78 3 128 0,58
2025-07-25 13F Cwm, Llc 439 613 −1,88 22 −4,55
2025-08-11 13F Aptus Capital Advisors, LLC 196 622 9,37 9 640 8,07
2025-07-16 13F Moneywise, Inc. 81 514 21,40 3 997 19,96
2025-08-07 13F Everhart Financial Group, Inc. 33 674 −6,71 1 651 −7,82
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 5 000 245
2025-07-30 13F Bleakley Financial Group, LLC 1 157 807 −21,03 56 767 −21,97
2025-08-18 13F Geneos Wealth Management Inc. 135 835 11,04 6 660 9,72
2025-07-29 13F Private Trust Co Na 18 260 −8,89 895 −9,96
2025-08-14 13F Laird Norton Trust Company, Llc 48 204 0,00 2 363 −1,17
2025-08-06 13F Stokes Family Office, LLC 86 418 −5,73 4 237 −6,84
2025-07-09 13F Alesco Advisors Llc 52 060 −11,27 2 553 −12,33
2025-08-13 13F Fisher Asset Management, LLC 73 853 −14,21 3 621 −15,22
2025-08-12 13F J.w. Cole Advisors, Inc. 66 616 −9,63 3 266 −10,69
2025-07-25 13F Quantum Financial Planning Services, Inc. 9 197 81,65 451 79,28
2025-08-01 13F Koss-Olinger Consulting, LLC 0 −100,00 0
2025-07-16 13F Tenret Co LLC 155 053 −38,53 7 602 −39,26
2025-07-29 13F Aspiriant, Llc 4 813 806 −8,06 236 021 −9,15
2025-05-15 13F Smith, Moore & Co. 0 −100,00 0
2025-08-15 13F Morgan Stanley 23 314 887 1,36 1 143 129 0,15
2025-07-29 13F Mb, Levis & Associates, Llc 306 753 2,00 15 040 0,79
2025-07-24 13F Brucke Financial, Inc. 18 629 −1,05 913 −1,40
2025-08-14 13F Ruggaard & Associates LLC 5 440 0,00 267 −1,12
2025-08-11 13F Principal Securities, Inc. 131 930 10,77 6 469 8,34
2025-07-15 13F BCS Wealth Management 16 413 96,61 1
2025-08-05 13F Navalign, LLC 29 092 43,04 1 426 41,33
2025-08-14 13F Core Wealth Advisors, Inc. 19 531 −29,17 958 −30,04
2025-07-16 13F Signaturefd, Llc 621 −98,92 30 −98,94
2025-08-14 13F First Manhattan Co 30 379 1 489
2025-06-03 13F Invst, LLC 83 032 −21,47 4 120 −22,26
2025-08-07 13F Fidelis Capital Partners, LLC 50 645 −44,35 2 475 −44,34
2025-08-27 NP VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 420 500 −54,23 20 617 −54,78
2025-08-14 13F Smartleaf Asset Management LLC 410 9,63 20 11,11
2025-07-30 13F Retirement Planning Group 30 901 −33,08 1 515 −33,87
2025-07-10 13F Moller Financial Services 360 832 −1,34 17 692 −2,51
2025-08-14 13F MidWestOne Financial Group, Inc. 19 310 0,00 947 −1,25
2025-08-14 13F Glen Eagle Advisors, LLC 40 970 0,07 2 009 −1,13
2025-07-16 13F ORG Partners LLC 19 795 969
2025-08-05 13F Westside Investment Management, Inc. 7 063 −0,98 346 −1,98
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 493 0,00 24 0,00
2025-08-11 13F NewEdge Wealth, LLC 17 437 −18,57 852 −19,87
2025-08-14 13F Fmr Llc 19 795 248 57,35 970 561 55,48
2025-08-11 13F Independent Advisor Alliance 40 896 178,81 2 005 175,79
2025-07-24 13F Us Bancorp \de\ 3 943 092 10,58 193 330 9,27
2025-08-14 13F L2 Asset Management, LLC 181 358 0,36 8 892 −0,84
2025-07-31 13F 180 Wealth Advisors, Llc 5 050 3,06 248 1,65
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 22 147 32,61 1 086 31,04
2025-07-22 13F/A Elser Financial Planning, Inc 64 086 3 142
2025-08-13 13F Icapital Wealth Llc 5 690 0,83 279 −0,71
2025-07-17 13F Mokosak Advisory Group, LLC 5 024 0,82 246 −0,40
2025-07-18 13F Northstar Group, Inc. 18 034 −13,99 884 −15,00
2025-07-11 13F Annex Advisory Services, LLC 10 645 −6,16 522 −7,30
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-08-07 13F Nwam Llc 64 556 −38,19 3 165 −38,92
2025-07-23 13F Wheelhouse Advisory Group LLC 38 023 −5,13 1 864 −6,24
2025-07-18 13F Trilogy Capital Inc. 4 825 0,00 237 −1,26
2025-08-12 13F Accredited Wealth Management, LLC 10 210 −0,78 501 −1,96
2025-07-16 13F Cahaba Wealth Management, Inc. 362 753 16,22 17 786 14,84
2025-07-30 13F Cullen/frost Bankers, Inc. 320 227 −17,80 15 701 −18,78
2025-07-11 13F SILVER OAK SECURITIES, Inc 4 445 0,00 218 −1,36
2025-08-12 13F BlackRock, Inc. 14 206 697
2025-08-08 13F Apex Wealth Management, LLC 6 486 318
2025-08-12 13F Insigneo Advisory Services, Llc 21 602 −3,04 1 059 −4,16
2025-07-29 13F Kelman-Lazarov, Inc. 84 555 −15,16 4 146 −16,18
2025-07-10 13F NorthCrest Asset Manangement, LLC 40 867 2,27 2 000 0,91
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-07-25 13F Joel Adams & Associates, Inc. 194 330 −10,50 9 528 −11,56
2025-08-13 13F American Investment Services, Inc. 68 774 10,23 3 372 8,92
2025-08-14 13F Financial Strategies Group, Inc. 43 926 −9,45 2 144 −9,04
2025-07-28 13F Private Wealth Asset Management, LLC 16 141 59,17 791 57,26
2025-07-29 13F Activest Wealth Management 0 0
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-04 13F Creative Financial Designs Inc /adv 66 757 −0,12 3 273 −1,30
2025-07-23 13F Ami Investment Management Inc 189 954 11,48 9 313 10,16
2025-07-29 13F Financial Guidance Group, Inc. 78 464 −1,68 3 847 −2,83
2025-07-25 13F Keener Financial Planning LLC 17 441 128,67 1
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 13 263 −6,99 650 −8,06
2025-07-28 13F Rosenberg Matthew Hamilton 261 −32,73 13 −36,84
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 25 867 −17,51 1 268 −18,51
2025-08-04 13F Partners in Financial Planning 238 192 9,72 11 679 8,41
2025-08-07 13F Americana Partners, LLC 18 235 0,00 894 −1,11
2025-07-31 13F Harbour Investment Management Llc 24 945 0,00 1 223 −1,13
2025-08-14 13F Stifel Financial Corp 1 307 093 5,37 64 087 4,12
2025-08-12 13F State Farm Mutual Automobile Insurance Co 22 269 126,89 1 092 124,02
2025-07-07 13F Avenue 1 Advisors, LLC 13 507 22,03 662 20,58
2025-08-06 13F Nvwm, Llc 38 137,50 2
2025-08-11 13F Regal Investment Advisors LLC 36 517 7,06 1 790 5,79
2025-07-24 13F Jfs Wealth Advisors, Llc 814 027 2,04 39 912 0,83
2025-08-05 13F Sigma Planning Corp 18 226 2,09 894 0,90
2025-08-14 13F Mercer Global Advisors Inc /adv 6 404 360 1,48 314 006 0,27
2025-07-24 13F Robertson Stephens Wealth Management, LLC 76 035 −32,62 3 728 −33,43
2025-05-14 13F REAP Financial Group, LLC 0 −100,00 0
2025-08-11 13F Rockbridge Investment Management, LCC 64 838 0,00 3 179 −1,18
2025-07-23 13F Intergy Private Wealth, LLC 26 783 1,56 1 313 0,38
2025-08-14 13F Note Advisors, LLC 27 041 −19,75 1 326 −20,71
2025-07-22 13F Valeo Financial Advisors, LLC 80 537 −51,55 3 949 −52,13
2025-07-23 13F Steel Peak Wealth Management LLC 61 110 3,36 2 996 2,15
2025-05-07 13F Spectrum Wealth Counsel, LLC 3 179 0,00 158 −1,26
2025-08-14 13F Eaton-Cambridge Inc. 22 013 7,79 1 079 6,52
2025-07-17 13F Keystone Global Partners, LLC 371 980 34,48 18 238 32,88
2025-08-11 13F Mosaic Advisors LLC 0 −100,00 0
2025-07-31 13F Buckingham Strategic Partners 67 162 53,21 3 293 51,36
2025-08-07 13F W Advisors, Llc 25 140 −12,75 1 233 −13,79
2025-07-09 13F Dynamic Advisor Solutions LLC 56 146 3,04 2 753 1,81
2025-08-08 13F Burling Wealth Partners, Llc 13 139 644
2025-08-14 13F LM Advisors LLC 11 155 0,00 1
2025-07-31 13F Resonant Capital Advisors, LLC 549 677 6,92 26 951 5,64
2025-07-16 13F Magnus Financial Group LLC 14 888 32,51 730 30,88
2025-08-05 13F Dynasty Wealth Management, Llc 114 975 2,57 5 637 1,35
2025-07-24 13F Agate Pass Investment Management, LLC 8 807 −4,97 432 −6,10
2025-08-06 13F AE Wealth Management LLC 10 931 −1,96 536 −3,25
2025-07-17 13F Capital Insight Partners, Llc 24 999 −6,19 1 226 −7,34
2025-07-23 13F Kingswood Wealth Advisors, Llc 0 −100,00 0 −100,00
2025-07-30 13F Towneley Capital Management, Inc / DE 328 977 3,59 16 130 2,35
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-09-05 13F/A Prospera Capital Management, LLC 23 348 1 145
2025-08-14 13F LifePlan Investment Advisors, Inc. 86 045 0,58 4 219 −0,64
2025-08-05 13F Huntington National Bank 1 878 1 875,79
2025-08-05 13F Fourth Dimension Wealth, LLC 1 100 0,00 54 −1,85
2025-07-14 13F Southland Equity Partners LLC 16 809 0,00 824 −1,20
2025-07-09 13F Wolff Financial Management Llc 19 762 0,47 1
2025-07-24 13F Financial Connections Group, Inc. 79 −99,77 0 −100,00
2025-08-11 13F Pineridge Advisors LLC 8 727 −5,67 428 −6,97
2025-07-31 13F Jordan Park Group LLC 480 439 3,08 23 556 1,86
2025-08-12 13F Integrated Advisors Network LLC 114 254 75,59 5 602 73,51
2025-08-06 13F Ethos Financial Group, LLC 23 172 −11,72 1 136 −12,75
2025-08-07 13F King Luther Capital Management Corp 5 494 −10,17
2025-08-12 13F FourThought Financial Partners, LLC 74 427 0,01 3 649 −1,16
2025-07-23 13F SpringVest Wealth Management LLC 10 553 −2,29 517 −3,36
2025-08-04 13F Whalen Wealth Management Inc. 5 525 2,39 271 1,12
2025-05-15 13F Hilltop Holdings Inc. 0 −100,00 0
2025-07-18 13F Naples Global Advisors, Llc 38 808 0,65 1 903 −0,58
2025-07-29 13F Signature Estate & Investment Advisors Llc 9 029 0,01 443 −1,12
2025-08-01 13F Schmidt P J Investment Management Inc 92 579 −1,70 4 539 −2,87
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 206 276 12,17 10 114 10,84
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-08-08 13F Intrua Financial, LLC 0 −100,00 0
2025-07-22 13F Journey Beyond Wealth, LLC 18 536 −37,36 909 −38,15
2025-08-12 13F PKS Advisory Services, LLC 14 970 −2,55 734 −3,81
2025-07-29 NP DNMZX - PGIM NATIONAL MUNI FUND Class Z 103 000 5 026
2025-08-05 13F Everest Management Corp. 4 624 0,50 227 −0,88
2025-08-06 13F Thompson Siegel & Walmsley Llc 1 016 108 −10,79 50 −12,50
2025-08-08 13F Kingsview Wealth Management, LLC 87 631 −15,86 4 297 −16,86
2025-07-07 13F First Citizens Financial Corp 6 214 7,53 305 6,29
2025-07-15 13F Mather Group, Llc. 865 400 −11,25 42 431 −12,30
2025-08-07 13F Fonville Wealth Management LLC 4 703 0,00 231 −1,29
2025-08-13 13F Nicolet Advisory Services, Llc 533 882 −4,31 26 069 −3,66
2025-08-14 13F Financial Engines Advisors L.L.C. 790 561 −4,78 38 761 −5,91
2025-07-30 13F Forum Financial Management, LP 184 815 220,85 9 061 217,04
2025-05-15 13F Two Sigma Securities, Llc 0 −100,00 0 −100,00
2025-08-12 13F Prudential Financial Inc 205 500 1 041,67 10 076 1 028,22
2025-08-13 13F EverSource Wealth Advisors, LLC 84 373 80,09 4 137 77,97
2025-08-14 13F Keebeck Wealth Management, LLC 201 847 −2,57 9 897 −3,73
2025-07-10 13F Orgel Wealth Management, LLC 2 926 845 19,13 143 503 17,71
2025-08-06 13F Savant Capital, LLC 1 529 950 15,79 75 013 14,41
2025-07-09 13F Massmutual Trust Co Fsb/adv 1 903 0,00 93 −1,06
2025-08-05 13F Cherry Tree Wealth Management, LLC 112 775 39,15 5 529 37,50
2025-05-08 13F Aldebaran Financial Inc. 0 −100,00 0
2025-07-31 13F Sage Mountain Advisors LLC 18 277 0,21 896 −0,88
2025-08-05 13F Northcape Wealth Management, Llc 8 108 398
2025-07-30 13F D.a. Davidson & Co. 17 142 65,77 840 63,74
2025-08-04 13F Human Investing LLC 21 201 −11,08 1 039 −12,17
2025-08-11 13F Wealthgarden F.s. Llc 15 467 −11,54 753 −13,26
2025-08-13 13F Edgestream Partners, L.P. 59 906 −6,28 2 937 −7,38
2025-08-13 13F Lido Advisors, LLC 253 122 −11,23 12 411 −12,29
2025-05-12 13F Wambolt & Associates, LLC 0 −100,00 0
2025-08-13 13F Kuhn & Co Investment Counsel 45 487 11,71 2 230 10,40
2025-07-08 13F Arlington Trust Co LLC 3 351 0,00 164 −1,20
2025-07-25 13F Avion Wealth 0 −100,00 0
2025-07-23 13F Elevate Wealth Advisory, Inc 16 828 0,00 825 −1,20
2025-07-29 13F Financial Futures Ltd Liability Co. 4 938 13,65 242 12,56
2025-07-28 13F Sterling Financial Planning, Inc. 62 933 0,86 3 086 −0,32
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-13 13F Hendershot Investments Inc. 0 −100,00 0
2025-07-21 13F Triad Wealth Partners, LLC 8 305 70,05 407 68,18
2025-08-12 13F Shakespeare Wealth Management, Inc. 33 018 22,61 1 619 21,11
2025-07-30 13F Roman Butler Fullerton & Co 10 259 13,99 498 13,96
2025-08-06 13F Modera Wealth Management, LLC 640 069 −6,18 31 383 −7,30
2025-07-22 13F Windward Private Wealth Management Inc. 5 722 −78,82 281 −79,10
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 296 771 19,61 14 543 18,31
2025-07-23 13F Woodside Wealth Management LLC 2 532 0,00 124 −0,80
2025-08-14 13F Engineers Gate Manager LP 0 −100,00 0
2025-08-05 13F Mason Investment Advisory Services, Inc. 12 603 0,83 618 −0,48
2025-07-10 13F Strathmore Capital Advisors, Inc. 34 091 1 669
2025-07-18 13F Access Financial Services, Inc. 26 950 1 321
2025-07-29 13F Uhlmann Price Securities, Llc 5 783 34,27 284 32,86
2025-08-13 13F Great Diamond Partners, LLC 4 365 0,00 214 −0,93
2025-08-12 13F Eldridge Investment Advisors, Inc. 17 387 −22,59 850 −23,49
2025-08-19 13F Anchor Investment Management, LLC 0 −100,00 0
2025-07-30 13F Studio Investment Management Llc 9 270 −41,18 455 −41,94
2025-08-07 13F Apeiron RIA LLC 27 798 37,31 1 363 35,66
2025-08-12 13F Laurel Wealth Advisors LLC 1 984 861 4 903,05 40 −97,97
2025-04-14 13F Eagle Wealth Strategies Llc 0 −100,00 0
2025-07-22 13F Mascoma Wealth Management LLC 5 505 0,00 270 −1,47
2025-08-12 13F Charles Schwab Investment Management Inc 24 661 592 −20,16 1 209 158 −21,11
2025-05-13 13F Mill Creek Capital Advisors, LLC 0 −100,00 0 −100,00
2025-07-18 13F TruNorth Capital Management, LLC 1 500 −71,38 74 −71,92
2025-08-06 13F Wsfs Capital Management, Llc 40 232 2,28 1 973 1,08
2025-08-13 13F Transce3nd, LLC 27 575 −13,00 1 352 −14,06
2025-07-31 13F Wealthfront Advisers Llc 20 916 716 −8,74 1 025 547 −9,83
2025-08-14 13F IHT Wealth Management, LLC 56 097 −30,09 2 750 −30,90
2025-08-14 13F Fairview Capital Investment Management, Llc 44 000 −67,12 2 157 −67,51
2025-08-27 13F Seneca Financial Advisors LLC 299 745 31,89 14 697 30,33
2025-07-29 13F Stordahl Capital Management, Inc. 9 900 55,20 485 53,48
2025-08-12 13F Bokf, Na 0 −100,00 0
2025-08-04 13F Spire Wealth Management 47 332 −25,62 2 321 −26,51
2025-08-12 13F Seeds Investor Llc 184 335 44,81 9 038 43,08
2025-07-17 13F Leverty Financial Group, LLC 5 585 −69,26 274 −69,70
2025-08-19 13F Asset Dedication, LLC 1 586 78
2025-07-25 13F LRI Investments, LLC 4 236 −1,44 208 −2,82
2025-07-31 13F Brighton Jones Llc 7 892 387
2025-08-15 13F Captrust Financial Advisors 373 704 22,63 18 323 21,17
2025-08-07 13F Brio Consultants, LLC 9 963 −68,24 488 −68,64
2025-08-04 13F Atria Investments Llc 84 506 −27,97 4 143 −28,83
2025-08-15 13F High Falls Advisors, Inc 141 315 54,75 6 929 52,90
2025-07-10 13F Security National Bank 1 058 −73,93 52 −74,63
2025-07-18 13F Magnolia Private Wealth, LLC 14 067 −45,13 690 −45,83
2025-08-12 13F Financial Advocates Investment Management 12 001 −21,49 588 −22,43
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-17 13F Mustard Seed Financial, LLC 92 970 37,05 4 558 35,41
2025-07-15 13F Revisor Wealth Management LLC 21 969 14,73 1 075 13,16
2025-08-08 13F Empower Advisory Group, LLC 332 078 −3,43 16 282 −4,58
2025-08-12 13F Lodestone Wealth Management LLC 4 950 243
2025-08-13 13F Northwestern Mutual Wealth Management Co 35 166 659 1,94 1 724 221 0,73
2025-07-09 13F Riversedge Advisors, Llc 303 926 17,14 14 902 15,74
2025-04-21 13F Catalina Capital Group, LLC 0 −100,00 0
2025-07-09 13F Sapient Capital Llc 18 438 904
2025-07-28 13F Founders Grove Wealth Partners, Llc 21 286 −41,52 1 044 −42,22
2025-04-29 13F Financial Network Wealth Management LLC 14 294 −33,63 1 −100,00
2025-07-17 13F San Luis Wealth Advisors LLC 279 910 −27,25 14 −31,58
2025-07-16 13F Spirepoint Private Client, Llc 180 599 −3,83 8 855 −4,98
2025-07-29 13F Stratos Wealth Partners, LTD. 145 095 −19,12 7 114 −20,08
2025-07-09 13F OLIO Financial Planning 95 448 39,84 4 680 38,19
2025-07-23 13F Optas, LLC 15 166 −49,93 744 −50,53
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 125 0,00 6 0,00
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 22 401 0,00 1 098 −1,17
2025-05-05 13F Morningstar Investment Services LLC 78 929 −45,82 4 −57,14
2025-06-26 NP CLSM - Cabana Target Leading Sector Moderate ETF 346 251 17 036
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-08-08 13F Truepoint, Inc. 45 589 81,05 2 235 78,94
2025-07-22 13F Glassy Mountain Advisors, Inc. 43 517 1,06 2 134 −0,14
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-07-07 13F Kings Path Partners LLC 29 632 8,28 1 453 7,00
2025-08-14 13F Quantinno Capital Management LP 35 763 −55,75 1 753 −56,28
2025-08-12 13F Putnam Fl Investment Management Co 52 178 −10,59 2 558 −11,64
2025-08-14 13F Balanced Rock Investment Advisor 11 956 −91,58 586 −91,68
2025-04-24 13F Wright Fund Managment, LLC 0 −100,00 0
2025-07-17 13F Global Trust Asset Management, LLC 425 0,00 21 −4,76
2025-08-07 13F Shared Vision Wealth Group LLC 65 770 3,07 3 202 1,11
2025-07-28 13F Verisail Partners, LLC 24 544 0,00 1 203 −1,15
2025-08-06 13F Spurstone Advisory Services, LLC 32 −97,15 2 −98,18
2025-08-14 13F Aprio Wealth Management, LLC 202 390 22,58 9 923 21,13
2025-07-08 13F Braun-Bostich & Associates Inc. 4 487 −57,61 220 −58,29
2025-07-24 13F Morton Brown Family Wealth, LLC 2 716 133
2025-07-10 13F Anderson Hoagland & Co 350 758 9,13 17 198 10,93
2025-08-06 13F Wedbush Securities Inc 32 300 28,58 2 0,00
2025-05-09 13F Hemington Wealth Management 0 −100,00 0
2025-07-15 13F Attessa Capital LLC 4 600 0,00 226 −1,32
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 63 790 −0,64 3 128 −1,82
2025-07-29 13F Wealthstream Advisors, Inc. 0 −100,00 0
2025-07-24 13F Galvin, Gaustad & Stein, LLC 51 195 −18,37 2 510 −19,34
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-08 13F TD Capital Management LLC 85 211 −1,64 4 178 −2,82
2025-08-11 13F One Capital Management, LLC 852 185 36,55 41 783 34,92
2025-07-22 13F Global Strategic Investment Solutions, LLC 571 274 614,62 28 010 606,23
2025-07-28 13F Jordan Park Trust Co LLC 11 404 559
2025-07-28 13F Cypress Wealth Services, LLC 34 873 12,14 1 710 10,76
2025-07-15 13F Garrett Investment Advisors LLC 140 416 −28,80 6 885 −29,65
2025-07-29 13F Swmg, Llc 0 −100,00 0
2025-08-05 13F Continuum Wealth Advisors, Llc 0 −100,00 0
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 148 787 −37,53 7 295 −36,84
2025-08-13 13F Financial Freedom, LLC 38 947 −1,49 1 910 −2,65
2025-07-25 NP FMDTX - Franklin Maryland Tax-free Income Fund Class A1 0 −100,00 0 −100,00
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-07-25 NP FXCTX - Franklin Connecticut Tax-free Income Fund Class A1 0 −100,00 0 −100,00
2025-07-17 13F LifeGoal Wealth Advisors 7 104 −53,65 348 −54,21
2025-07-31 13F West Michigan Advisors, Llc 10 387 0,31 509 −0,78
2025-07-25 NP FRPAX - Franklin Pennsylvania Tax-free Income Fund Class A1 0 −100,00 0 −100,00
2025-05-12 13F Sandy Spring Bank 3 059 0,79 152 −0,66
2025-07-29 13F Liberty Square Wealth Partners Llc 6 787 0,00 333 −1,19
2025-09-02 13F/A FSC Wealth Advisors, LLC 7 465 2,25 366 1,10
2025-07-14 13F Narus Financial Partners, LLC 11 526 4,07 565 2,91
2025-04-25 13F Almanack Investment Partners, LLC. 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 58 3
2025-07-15 13F Capstone Capital Wealth Advisors 178 706 1,73 8 762 0,52
2025-07-30 13F MEMBERS Trust Co 2 351 684 −2,97 115 303 −4,12
2025-07-15 13F Gpwm Llc 380 344 8,71 18 648 7,42
2025-07-15 13F Traction Financial Partners, LLC 79 250 −14,96 3 886 −15,96
2025-07-17 13F/A Capital Investment Advisors, LLC 10 064 −4,18 493 −5,37
2025-08-15 13F Stonebridge Capital Advisors LLC 112 419 3,96 5 512 2,72
2025-08-11 13F Theory Financial Llc 55 834 −0,54 2 718 −2,44
2025-07-30 13F/A KPP Advisory Services LLC 4 764 0,00 234 −1,27
2025-08-06 13F Commonwealth Equity Services, Llc 970 763 −21,11 48 −22,95
2025-08-04 13F Keybank National Association/oh 286 941 80,41 14 069 78,28
2025-08-04 13F BLB&B Advisors, LLC 24 130 0,00 1 183 −1,17
2025-07-25 NP FMISX - Franklin Massachusetts Tax-free Income Fund Class A1 0 −100,00 0 −100,00
2025-07-25 NP FRVAX - Franklin Virginia Tax-free Income Fund Class A1 0 −100,00 0 −100,00
2025-07-11 13F Mallini Complete Financial Planning LLC 196 404 10,46 9 630 9,15
2025-07-16 13F Essex Financial Services, Inc. 8 095 −25,46 397 −26,39
2025-08-12 13F Pathstone Holdings, LLC 2 167 637 120,33 106 279 117,58
2025-07-25 NP FRNJX - Franklin New Jersey Tax-free Income Fund Class A1 0 −100,00 0 −100,00
2025-07-23 13F Country Club Bank /gfn 43 191 −2,78 2 115 −3,86
2025-08-07 13F Mayport, Llc 12 955 −2,90 635 −4,08
2025-07-25 NP FNYTX - Franklin New York Tax-free Income Fund Class A1 0 −100,00 0 −100,00
2025-08-01 13F Envestnet Asset Management Inc 8 963 105 4,29 439 461 3,05
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-07-25 NP FXNCX - Franklin North Carolina Tax-free Income Fund Class A1 0 −100,00 0 −100,00
2025-04-28 13F Pinnacle Financial Partners Inc 579 569 2,61 28 998 0,83
2025-08-14 13F Lazard Asset Management Llc 25 4,17
2025-07-18 13F Wetzel Investment Advisors, Inc. 17 579 −8,74 862 −9,84
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-12 13F Umpqua Bank 20 430 0,00 999 −1,38
2025-07-17 13F Chatham Capital Group, Inc. 58 115 −6,14 2 849 −7,26
2025-07-17 13F XY Planning Network, Inc. 4 156 −2,65 204 −3,79
2025-07-23 13F TPG Financial Advisors, LLC 64 217 −27,74 3 149 −28,60
2025-08-12 13F Segall Bryant & Hamill, Llc 0 −100,00 0
2025-08-05 13F NewSquare Capital LLC 13 298 1,73 652 0,62
2025-07-09 13F Keystone Wealth Services, LLC 13 804 7,04 677 5,79
2025-07-25 13F Bill Few Associates, Inc. 6 334 0,00 311 −1,27
2025-07-29 13F ShoreHaven Wealth Partners, LLC 22 852 33,20 1 120 31,61
2025-08-14 13F Main Street Financial Solutions, LLC 47 957 2,93 2 351 1,73
2025-07-10 13F Fulton Bank, N.a. 59 135 7,85 2 899 6,58
2025-07-24 13F IFP Advisors, Inc 79 878 −8,64 3 916 −9,73
2025-08-11 13F Root Financial Partners, LLC 26 622 51,52 1 305 49,83
2025-04-21 13F Accelerate Investment Advisors LLC 0 −100,00 0
2025-08-07 13F Prairieview Wealth Partners, Llc 11 886 −88,38 583 −88,54
2025-08-07 13F Cahill Financial Advisors Inc 26 021 −2,24 1 276 −3,41
2025-07-15 13F Brewster Financial Planning LLC 36 745 12,51 1 802 11,17
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 3 111 0,00 153 −1,30
2025-08-11 13F Brown Wealth Management, Llc 124 287 80,67 6 094 78,52
2025-07-29 13F FLC Capital Advisors 14 250 12,09 699 10,79
2025-08-05 13F Bank of New York Mellon Corp 1 284 644 2,08 62 986 0,87
2025-07-25 13F ONE Advisory Partners, LLC 162 999 10,61 7 912 8,19
2025-08-13 13F Jump Financial, LLC 400 000 19 612
2025-06-26 NP TDSC - Cabana Target Drawdown 10 ETF 152 664 7 511
2025-07-25 13F Atria Wealth Solutions, Inc. 84 034 −36,76 4 119 −37,52
2025-07-01 13F Private Client Services, Llc 17 903 36,98 878 35,34
2025-08-05 13F Tiaa Trust, National Association 12 455 750 1,70 610 703 0,49
2025-08-19 13F Cape Investment Advisory, Inc. 4 484 469,76 220 461,54
2025-07-11 13F Busey Wealth Management 34 996 −2,58 1 716 −3,76
2025-07-22 13F Wealthcare Advisory Partners LLC 83 560 −24,71 4 097 −25,61
2025-05-05 13F Peterson Wealth Services 0 −100,00 0
2025-07-11 13F Physician Wealth Solutions Inc. 194 856 −29,94 9 554 −30,77
2025-08-11 13F WPG Advisers, LLC 20 111 12,53 986 11,29
2025-08-08 13F Avalon Trust Co 994 49
2025-08-11 13F Brown Brothers Harriman & Co 34 102 1 768,60 1 672 1 757,78
2025-08-19 13F Advisory Services Network, LLC 105 310 27,32 5 126 24,90
2025-07-15 13F MCF Advisors LLC 3 678 −85,88 180 −86,07
2025-08-14 13F FC Advisory LLC 22 322 5,50 1 094 4,29
2025-07-22 13F Vested Financial Planning, LLC 103 354 20,79 5 067 19,36
2025-08-11 13F PAX Financial Group, LLC 5 488 9,76 269 8,47
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 0 −100,00 0
2025-08-13 13F Victory Financial Group, Llc 6 655 −50,81 326 −51,42
2025-04-23 13F Sabal Trust CO 0 −100,00 0
2025-08-14 13F/A Skopos Labs, Inc. 587 1 924,14 29 2 700,00
2025-07-10 13F Sunflower Bank, N.A. 855 462 5,24 41 943 3,99
2025-08-07 13F Alpha Cubed Investments, LLC 9 288 31,20 455 29,63
2025-08-14 13F Modern Wealth Management, LLC 70 577 123,59 3 460 120,95
2025-04-30 13F First Interstate Bank 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 782 825 5,65 87 425 4,40
2025-07-30 13F Brookstone Capital Management 371 638 5,80 18 221 4,54
2025-08-11 13F Blue Bell Private Wealth Management, Llc 22 0,00 1 0,00
2025-07-22 13F Miracle Mile Advisors, LLC 162 588 2,38 7 972 1,15
2025-09-09 13F NWF Advisory Services Inc. 7 292 358
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Diversified Income ETF 12 197 598
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 25 664 −10,31 1 258 −11,35
2025-08-06 13F Rialto Wealth Management, LLC 42 312 19,56 2 075 18,11
2025-08-11 13F Culbertson A N & Co Inc 36 500 11,62 1 790 10,30
2025-07-25 13F Concurrent Investment Advisors, LLC 97 027 24,73 4 757 23,27
2025-07-24 13F Leo Wealth, LLC 13 834 19,85 678 18,53
2025-05-15 13F Logan Stone Capital, LLC 0 −100,00 0
2025-07-21 13F Ascent Group, LLC 118 893 8,59 5 829 7,31
2025-07-23 13F Eagle Rock Investment Company, Llc 107 690 5,56 5 280 4,33
2025-07-21 13F Ameritas Advisory Services, LLC 13 688 −53,29 671 −54,20
2025-08-04 13F AlphaStar Capital Management, LLC 4 170 204
2025-08-14 13F Royal Bank Of Canada 3 619 658 111,57 177 472 109,05
2025-05-05 13F Dahring | Cusmano Llc 0 −100,00 0
2025-07-15 13F RTD Financial Advisors, Inc. 195 551 12,38 9 588 11,04
2025-08-13 13F Bernardo Wealth Planning LLC 26 701 −0,45 1 0,00
2025-07-09 13F Roth Financial Partners LLC 255 174 −8,11 12 510 −9,20
2025-07-22 13F JP Wealth Management, Inc. 13 000 0,00 637 −1,24
2025-08-07 13F Winthrop Capital Management, LLC 114 0,00 0
2025-08-12 13F NFP Retirement, Inc. 20 086 −39,76 985 −40,51
2025-08-12 13F Boxwood Ventures, Inc. 20 380 0,00 999 −1,19
2025-07-14 13F Foster Group, Inc. 911 526 17,61 44 692 16,21
2025-07-17 13F Heritage Investment Group, Inc. 814 860 11,28 39 953 9,96
2025-07-24 13F Von Berge Wealth Management Group, LLC 27 995 0,24 1 361 −0,15
2025-08-01 13F Transcend Wealth Collective, Llc 52 009 −4,94 2 550 −6,04
2025-08-08 13F Smithfield Trust Co 218 242 −4,16 11 −9,09
2025-08-12 13F Fairscale Capital, LLC 3 549 −36,64 173 −37,91
2025-08-04 13F Pinnacle Associates Ltd 106 998 39,17 5 246 37,55
2025-08-14 13F Ausdal Financial Partners, Inc. 11 235 6,74 551 5,36
2025-04-10 13F Long Run Wealth Advisors, LLC 0 −100,00 0
2025-07-11 13F Trinity Wealth Management, LLC 11 436 4,75 561 3,51
2025-07-24 13F Stonebridge Financial Group, LLC 313 302 0,48 15 361 −0,72
2025-07-28 13F Mutual Advisors, LLC 22 311 −19,70 1 083 −20,19
2025-08-11 13F HHM Wealth Advisors, LLC 34 660 −4,67 1 699 −5,82
2025-08-06 13F SP Asset Management LLC 54 320 −5,69 2 663 −6,82
2025-07-15 13F Perennial Advisors, LLC 23 363 −10,31 1 145 −11,38
2025-05-12 13F Waterloo Capital, L.P. 0 −100,00 0
2025-07-10 13F American Financial Advisors, LLC 6 774 0,33 332 −0,90
2025-05-07 13F Drive Wealth Management, Llc 0 −100,00 0
2025-07-22 13F Valley National Advisers Inc 511 0,00 0
2025-08-06 13F Atlas Legacy Advisors, LLC 9 119 19,53 447 18,25
2025-08-06 13F Atlantic Union Bankshares Corp 3 083 151
2025-07-16 13F Highline Wealth Partners Llc 36 126 −0,44 1 771 −1,61
2025-08-04 13F Daymark Wealth Partners, Llc 25 610 13,57 1 256 12,25
2025-08-11 13F Compass Capital Corp /ma/ /adv 4 595 5,32 225 6,67
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 8 677 2,67 425 1,43
2025-07-09 13F Brand Asset Management Group, Inc. 5 626 −43,23 276 −43,99
2025-07-10 13F Western Pacific Wealth Management, LP 157 0,64 8 0,00
2025-07-25 13F RHS Financial, LLC 0 −100,00 0
2025-08-25 13F Hilltop Partners LLC 35 592 −3,68 1 745 −4,80
2025-07-29 13F Foster & Motley Inc 287 579 −1,55 14 0,00
2025-07-14 13F Painted Porch Advisors LLC 125 0,00 6 0,00
2025-08-13 13F M&t Bank Corp 764 792 0,47 37 498 −0,73
2025-08-14 13F Sterling Wealth Management, Inc. 7 262 0,00 356 −2,20
2025-07-24 13F McKinley Carter Wealth Services, Inc. 4 665 −87,11 229 −87,30
2025-08-14 13F Arete Wealth Advisors, LLC 6 438 0,88 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 47 223 −4,49 2 315 −5,63
2025-07-17 13F Mattern Wealth Management LLC 4 482 0,00 220 −1,35
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 39 281 5,65 1 926 4,39
2025-07-23 13F Dohj, Llc 11 175 0,22 543 −1,81
2025-08-14 13F Sei Investments Co 13 204 759 30,61 647 430 29,05
2025-08-14 13F Stage Harbor Financial, Llc 110 933 −1,25 5 439 −2,40
2025-07-17 13F Lakewood Asset Management LLC 24 954 9,49 1 224 8,23
2025-04-04 13F Webster Bank, N. A. 0 −100,00 0
2025-05-06 13F Proficio Capital Partners LLC 0 −100,00 0 −100,00
2025-07-17 13F Asio Capital, LLC 208 180 10 207
2025-07-29 13F Ariston Services Group 10 807 0,52 530 −0,75
2025-08-12 13F Wayfinding Financial, LLC 6 163 −44,03 0
2025-07-10 13F ARS Wealth Advisors Group, LLC 12 250 0,00 601 −1,15
2025-08-13 13F Wrenne Financial Planning LLC 92 151 86,57 4 518 84,41
2025-08-14 13F Glenview Trust Co 69 173 6,36 3 392 5,08
2025-08-04 13F Premier Path Wealth Partners, LLC 53 806 839,19 2 638 828,87
2025-08-12 13F Martin Worley Group 20 045 31,58 983 30,07
2025-08-25 13F Silverlake Wealth Management Llc 31 957 1 567
2025-08-08 13F Croban 21 855 6,17 1 071 4,90
2025-07-22 13F Merit Financial Group, LLC 354 384 65,39 17 375 63,42
2025-07-21 13F Pflug Koory, LLC 407 0,99 20 −5,00
2025-08-14 13F Sunbelt Securities, Inc. 162 −49,53 8 −46,67
2025-08-08 13F Advyzon Investment Management, LLC 59 456 −9,17 2 915 −10,22
2025-07-18 13F O'ROURKE & COMPANY, Inc 55 025 0,29 2 698 −0,92
2025-07-22 13F Steele Capital Management, Inc. 52 205 −30,68 2 560 −31,50
2025-08-07 13F Commerce Bank 39 398 −10,09 1 932 −11,18
2025-07-18 13F Nabity-Jensen Investment Management Inc 7 766 −4,99 381 −6,17
2025-07-22 NP DMFFX - Destinations Municipal Fixed Income Fund Class I 106 806 −53,99 5 212 −55,68
2025-08-07 13F Traynor Capital Management, Inc. 0 −100,00 0
2025-07-22 13F Rochester Wealth Strategies, LLC 126 407 6 198
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 453 0,00 0
2025-07-24 13F Eastern Bank 2 287 45,21 112 43,59
2025-08-08 13F Larson Financial Group LLC 1 616 73,95 79 71,74
2025-08-27 13F Tribridge Partners Financial LLC 9 061 0
2025-07-25 13F One Degree Advisors Inc 110 181 0,77 5 0,00
2025-07-11 13F LongView Wealth Management 5 702 280
2025-07-17 13F K2 Financial Inc. 99 684 24,25 4 857 25,19
2025-07-09 13F Hummer Financial Advisory Services Inc 9 600 0,00 471 −1,26
2025-08-14 13F UBS Group AG 3 699 419 −29,23 181 383 −30,07
2025-08-11 13F United Capital Financial Advisers, Llc 32 936 87,56 1 615 85,30
2025-07-18 13F Vicus Capital 86 992 28,79 4 265 27,28
2025-07-22 13F Aspire Private Capital, LLC 148 779 −32,32 7 295 −33,13
2025-07-17 13F Albion Financial Group /ut 4 212 2,73 207 1,48
2025-07-24 13F Blair William & Co/il 89 550 35,68 4 391 34,09
2025-07-25 13F Ellis Investment Partners, LLC 8 588 1,93 421 0,72
2025-07-17 13F Astoria Strategic Wealth, Inc. 575 009 −0,69 28 193 −1,87
2025-07-30 13F Blume Capital Management, Inc. 154 575 −12,10 7 579 −13,15
2025-07-25 13F Hassell Wealth Management, LLC 75 593 0,16 3 669 0,25
2025-07-28 13F Baker Boyer National Bank 1 251 508 7,83 61 361 6,55
2025-07-23 13F Columbus Macro, LLC 29 502 6,47 1 446 5,24
2025-05-28 13F Wealth Management Associates, Inc. 0 −100,00 0 −100,00
2025-07-29 13F Progressive Investment Management Corp 5 816 −0,14 285 −1,04
2025-08-19 13F Element Pointe Advisors, Llc 98 667 0,46 4 838 −0,74
2025-07-14 13F Sellwood Investment Partners LLC 53 583 −8,77 2 627 −9,85
2025-08-07 13F Tilson Financial Group, Inc. 166 672 −27,73 8 −27,27
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