VTV - Vanguard Index Funds - Vanguard Value ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Vanguard Index Funds - Vanguard Value ETF
US ˙ ARCA ˙ US9229087443

Grundläggande statistik
Institutionella ägare 2452 total, 2448 long only, 0 short only, 4 long/short - change of 0,95% MRQ
Genomsnittlig portföljallokering 1.3767 % - change of −7,38% MRQ
Institutionella aktier (lång) 549 782 969 (ex 13D/G) - change of 3,08MM shares 0,56% MRQ
Institutionellt värde (lång) $ 93 448 789 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard Index Funds - Vanguard Value ETF (US:VTV) har 2452 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 549,782,969 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Jones Financial Companies Lllp, Morgan Stanley, Envestnet Asset Management Inc, UBS Group AG, Ameriprise Financial Inc, LPL Financial LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, and Tiaa Trust, National Association .

Vanguard Index Funds - Vanguard Value ETF (ARCA:VTV) 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 24, 2025 is 185,90 / share. Previously, on September 25, 2024, the share price was 173,34 / share. This represents an increase of 7,25% over that period.

VTV / Vanguard Index Funds - Vanguard Value ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

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Institutionell sälj/köp-kvot

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

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

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

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-25 13F NorthRock Partners, LLC 3 111 −10,16 553 −7,69
2025-08-13 13F Vantagepoint Investment Advisers Llc 37 720 −31,44 6 667 −29,86
2025-08-05 13F AAFCPAs Wealth Management, LLC 139 387 3,50 24 635 5,90
2025-08-05 13F Marshall Financial Group Inc /adv 102 185 −3,84 18 060 −1,61
2025-07-23 13F Financial Life Advisors 35 761 −2,19 6 320 0,08
2025-08-14 13F Frisch Financial Group, Inc. 132 453 16,02 24 21,05
2025-07-23 13F Indiana Trust & Investment Management CO 3 601 1,55 636 3,92
2025-07-08 13F TL Private Wealth 231 920 2,05 41 328 18,34
2025-08-01 13F Banco Santander, S.A. 0 −100,00 0
2025-08-07 13F Zions Bancorporation, National Association /ut/ 12 411 −0,16 2 194 2,14
2025-08-07 13F Davis R M Inc 8 458 −4,84 1 495 −2,67
2025-07-10 13F Piscataqua Savings Bank 160 0,00 28 3,70
2025-08-01 13F Clark Asset Management, LLC 391 987 11,03 69 280 13,60
2025-07-15 13F Five Pine Wealth Management 62 377 3,86 11 040 6,41
2025-08-07 13F Panoramic Investment Advisors, Llc 2 262 400
2025-08-14 13F German American Bancorp, Inc. 2 979 0,00 527 2,33
2025-05-12 13F Northwest Quadrant Wealth Management, LLC 0 −100,00 0
2025-07-03 13F Fiduciary Financial Group, Llc 117 980 457,40 21 067 523,81
2025-07-28 13F Hamilton Point Investment Advisors, LLC 4 034 0,00 717 2,87
2025-07-31 13F Richards, Merrill & Peterson, Inc. 455 0,00 80 2,56
2025-04-25 13F Kieckhefer Group Llc 0 −100,00 0
2025-08-12 13F Tarbox Family Office, Inc. 5 239 42,52 926 45,67
2025-08-05 13F Ceera Investments, Llc 1 760 −5,38 311 −3,12
2025-08-12 13F Stelac Advisory Services LLC 5 200 0,00 919 2,34
2025-08-12 13F Prosperitas Financial LLC 68 223 −17,60 12 058 −15,69
2025-07-23 13F Gerber, Llc 5 316 9,86 940 12,46
2025-08-14 13F Valley Financial Group, Inc. 1 226 −13,23 217 −11,48
2025-07-30 13F Patten Group, Inc. 4 057 −0,71 717 1,70
2025-07-25 13F Fifth Third Wealth Advisors LLC 10 104 188,69 1 786 195,53
2025-08-13 13F Legacy Capital Wealth Partners, LLC 8 421 3,82 1 488 6,21
2025-08-04 13F Arkadios Wealth Advisors 81 348 −11,42 14 377 −9,37
2025-08-14 13F Avant Capital LLC 35 445 1,92 6 264 4,28
2025-07-31 13F Perissos Private Wealth Management, LLC 1 523 −24,72 269 −22,92
2025-08-04 13F Linscomb & Williams, Inc. 4 494 −2,64 794 −0,38
2025-07-25 13F Presilium Private Wealth, Llc 362 406 8,19 64 052 10,69
2025-08-13 13F Natixis 1 −99,92 0 −100,00
2025-08-14 13F Broadleaf Partners, LLC 10 695 −2,57 1 890 −0,32
2025-07-23 13F Clear Creek Financial Management, LLC 41 811 129,48 7 391 134,83
2025-07-23 13F Kingswood Wealth Advisors, Llc 50 049 17,96 8 846 20,68
2025-08-12 13F Sfmg, Llc 2 340 22,58 414 25,53
2025-08-13 13F Congress Wealth Management LLC / DE / 274 500 30,76 48 515 33,45
2025-07-29 NP HFND - Unlimited HFND Multi-Strategy Return Tracker ETF 2 702 −81,52 463 −82,22
2025-07-28 13F Sagace Wealth Management LLC 10 655 −6,60 1 883 −4,42
2025-08-05 13F X-Square Capital, LLC 4 531 3,97 1
2025-08-04 13F Center for Financial Planning, Inc. 11 207 −0,07 1 981 2,22
2025-09-22 13F Caldwell Trust Co 8 744 0,00 1 545 2,32
2025-08-06 13F Marco Investment Management Llc 1 364 0,00 241 2,55
2025-07-24 13F JNBA Financial Advisors 1 732 0,00 306 2,34
2025-08-14 13F Caisse De Depot Et Placement Du Quebec 0 −100,00 0
2025-07-15 13F McAdam, LLC 32 836 96,87 5 803 101,42
2025-07-29 13F Portland Financial Advisors Inc 3 444 0,00 609 2,36
2025-08-15 13F/A Florida Financial Advisors, Llc 42 170 1,62 7 453 4,08
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 9 461 0,00 1 672 2,33
2025-04-22 13F Veridan Wealth LLC 15 195 3,95 2 625 1,90
2025-07-21 13F Fairvoy Private Wealth, LLC 1 474 17,92 261 20,93
2025-08-14 13F Ieq Capital, Llc 60 510 −35,06 10 695 −33,56
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 22 075 5,36 3 907 7,93
2025-08-27 13F Barnes Wealth Management Group, Inc 3 107 −3,51 549 −1,26
2025-07-29 13F Members Advisory Group LLC 114 431 −0,66 20 227 1,64
2025-08-07 13F Kestra Private Wealth Services, Llc 378 676 0,18 66 927 2,50
2025-08-12 13F Bokf, Na 119 033 24,66 21 038 27,55
2025-08-01 13F Redmond Asset Management, LLC 1 262 −13,38 223 −11,16
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-07-09 13F Capital Wealth Management, Llc 139 977 1,76 24 740 4,12
2025-07-15 13F Patriot Investment Management Inc. 9 356 0,00 1 654 2,29
2025-08-13 13F Capital World Investors 2 005 −56,50 354 −55,02
2025-07-10 13F Bath Savings Trust Co 32 313 −0,02 5 711 2,31
2025-08-14 13F Ariadne Wealth Management, LP 2 583 0,00 467 7,60
2025-08-14 13F Evergreen Capital Management Llc 178 096 20,70 31 646 24,15
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 798 0,88 141 3,68
2025-08-04 13F HBK Sorce Advisory LLC 26 926 304,48 4 759 314,10
2025-08-12 13F Miller Financial Services LLC 1 927 −6,68 341 −4,49
2025-08-13 13F Allie Family Office LLC 4 736 0,00 840 2,69
2025-05-02 13F Capital A Wealth Management, LLC 62 −70,19 11 −71,43
2025-07-29 13F MPS Loria Financial Planners, LLC 1 564 0,00 277 2,22
2025-08-14 13F J. Goldman & Co LP 0 −100,00 0
2025-08-04 13F REDW Wealth LLC 10 279 1,64 1 817 4,01
2025-09-12 13F/A Valeo Financial Advisors, LLC 43 977 12,05 6 637 −2,09
2025-07-28 13F Sagespring Wealth Partners, Llc 5 004 15,57 884 18,18
2025-08-06 13F O'Dell Group, LLC 176 481 −3,88 31 191 −1,65
2025-07-22 13F Marks Group Wealth Management, Inc 7 172 −3,42 1 268 −1,17
2025-08-14 13F Fort Point Capital Partners LLC 3 829 18,22 680 21,65
2025-07-10 13F Moody National Bank Trust Division 70 378 14,75 12 439 17,41
2025-08-05 13F GHP Investment Advisors, Inc. 11 325 3,84 2 002 6,27
2025-07-18 13F Institute for Wealth Management, LLC. 10 086 197,17 1 783 204,10
2025-08-12 13F Atlas Capital Advisors Llc 32 168 −15,65 5 685 −13,69
2025-07-18 13F New Wave Wealth Advisors Llc 13 322 3,14 2 355 5,51
2025-08-01 13F Liberty Wealth Management Llc 14 202 −15,25 2 509 −13,30
2025-07-30 13F Pittenger & Anderson Inc 135 19,47 24 21,05
2025-08-12 13F Planning Alternatives Ltd /adv 48 287 −3,16 8 534 −0,92
2025-07-23 13F Mraz, Amerine & Associates, Inc. 7 005 −9,14 1 238 −6,00
2025-08-08 13F Wealth Alliance 7 098 −0,85 1 255 1,46
2025-07-31 13F Carnegie Capital Asset Management, LLC 20 213 4,15 3 572 18,12
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-07-28 13F Essex LLC 6 914 0,00 1 222 2,35
2025-08-06 13F Round Rock Advisors, LLC 4 860 −31,56 859 −30,02
2025-08-04 13F Integrity Alliance, Llc. 208 749 −37,93 36 894 −36,49
2025-08-13 13F Green Harvest Asset Management LLC 8 617 3,56 1 523 5,92
2025-07-29 13F Lutz Financial Services LLC 82 234 45,64 14 534 49,01
2025-08-14 13F Paragon Private Wealth Management, LLC 11 513 −0,91 2 035 1,35
2025-08-11 13F Summit Wealth Partners, LLC 3 932 1,50 695 3,74
2025-07-24 13F Lmcg Investments, Llc 1 562 1,89 276 4,55
2025-08-14 13F Tennessee Valley Asset Management Partners 4 739 −30,76 838 −29,19
2025-07-30 13F Canvas Wealth Advisors, LLC 13 190 −5,43 2 371 4,68
2025-07-17 13F Montis Financial, LLC 2 410 0,00 426 2,16
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 649 083 −30,47 114 719 −28,86
2025-08-07 13F Northwest Bancshares, Inc. 4 737 −0,11 837 2,20
2025-08-08 13F Carl P. Sherr & Co., LLC 3 381 −2,03 598 0,17
2025-07-15 13F Marquette Asset Management, LLC 534 0,00 94 2,17
2025-08-13 13F Kilter Group LLC 34 010 6 011
2025-07-29 13F Hoese & Co LLP 428 0,00 76 2,74
2025-07-09 13F Veracity Capital LLC 1 235 0,00 218 2,35
2025-07-23 13F RMG Wealth Management LLC 1 779 316
2025-07-15 13F Td Private Client Wealth Llc 190 457 3,41 33 661 5,80
2025-08-15 13F Keel Point, LLC 12 709 −5,90 2 246 −3,69
2025-07-01 13F Park National Corp /oh/ 1 411 249
2025-07-02 13F Dentgroup LLC 25 821 −1,75 4 564 0,51
2025-07-15 13F Evanson Asset Management, LLC 19 766 −0,94 3 493 1,36
2025-08-01 13F Ashton Thomas Private Wealth, LLC 85 609 6,02 15 213 9,07
2025-08-11 13F Battery Global Advisors, LLC 6 113 0,00 1 086 2,94
2025-07-10 13F Exchange Traded Concepts, Llc 36 016 6 365
2025-08-05 13F Tme Financial, Inc. 11 051 −2,45 1 953 −0,15
2025-07-22 13F Net Worth Advisory Group 15 149 169,89 2 677 176,26
2025-07-23 13F Capstone Wealth Management Group, Llc 13 854 7,74 2 448 10,22
2025-07-10 13F Triangle Securities Wealth Management 4 012 2,98 709 5,51
2025-07-29 13F Beverly Hills Private Wealth, LLC 1 488 263
2025-08-19 13F Hohimer Wealth Management, Llc 48 499 6,62 8 572 9,09
2025-08-08 13F Capstone Financial Advisors, Inc. 2 117 −3,07 374 −0,80
2025-08-08 13F Sensible Financial Planning & Management, LLC. 10 455 3,23 1 848 5,60
2025-07-25 13F Pathway Financial Advisors LLC 428 204 27,50 75 681 30,46
2025-07-30 13F Strategic Blueprint, LLC 404 001 1,57 71 403 3,93
2025-08-14 13F Engineers Gate Manager LP 9 665 1 708
2025-07-16 13F Cahaba Wealth Management, Inc. 0 −100,00 0
2025-08-07 13F BOK Financial Private Wealth, Inc. 578 839 0,45 102 860 3,33
2025-07-14 13F Seed Wealth Management, Inc. 1 575 0,00 278 2,21
2025-08-14 13F Goldman Sachs Group Inc 2 885 793 −13,05 510 035 −11,04
2025-08-14 13F CoreCap Advisors, LLC 70 040 9,00 12 379 11,52
2025-08-08 13F RAM Investment Partners, LLC 1 432 0,21 253 2,85
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 22 536 2,14 3 983 4,51
2025-07-24 13F/A TFR Capital, LLC. 34 326 1,07 6 067 3,41
2025-07-25 13F Concord Wealth Partners 405 35,45 72 39,22
2025-07-09 13F Blodgett Wealth Advisors, Llc 10 153 0,00 1 794 2,34
2025-06-25 NP RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares 17 450 2 905
2025-07-28 13F Eq Wealth Advisors, Llc 558 0,00 99 2,08
2025-08-19 13F Delos Wealth Advisors, LLC 66 12
2025-07-29 13F BKD Wealth Advisors, LLC 102 348 −11,15 18 090 −9,10
2025-08-05 13F Benningfield Financial Advisors, Llc 11 067 3,97 1 956 6,42
2025-07-15 13F Kraft Asset Management, Llc 1 524 0,00 269 2,28
2025-07-30 13F Smith Thornton Advisors LLC 1 276 0,00 226 2,27
2025-08-13 13F Summit Financial, LLC 425 301 −2,73 75 577 0,07
2025-08-15 13F Security National Bank Of Sioux City Iowa /ia/ 2 103 −0,71 372 1,64
2025-08-13 13F Providence Capital Advisors, LLC 1 216 −4,40 215 −2,28
2025-05-05 13F Morningstar Investment Services LLC 0 −100,00 0
2025-07-07 13F Retirement Wealth Solutions LLC 822 181,51 145 190,00
2025-07-29 13F Madison Wealth Partners, Inc 2 582 16,78 456 19,69
2025-07-23 13F Detalus Advisors, LLC 4 335 0,00 766 2,41
2025-08-15 13F Truefg, Llc 236 286 2,43 41 761 4,81
2025-08-12 13F Deutsche Bank Ag\ 8 938 −10,78 1 580 −8,73
2025-08-14 13F Mml Investors Services, Llc 1 302 751 −2,87 230 −0,43
2025-04-29 13F Pacific Life Fund Advisors LLC 0 −100,00 0
2025-08-14 13F Toroso Investments, LLC 18 606 67,11 3 288 70,98
2025-07-30 13F Avidian Wealth Solutions, LLC 21 921 −0,15 3 874 2,16
2025-07-10 13F Worth Asset Management, LLC 1 427 3,78 252 6,33
2025-08-05 13F Code Waechter LLC 4 000 0,00 707
2025-08-14 13F Elevatus Welath Management 5 018 −25,71 887 −24,01
2025-07-22 13F Wealthcare Capital Partners, LLC 6 136 −12,56 1 084 −10,56
2025-08-04 13F Spinnaker Trust 2 567 1,14 454 3,42
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-07-31 13F Red Wave Investments LLC 61 685 −1,94 10 902 0,33
2025-08-11 13F TD Waterhouse Canada Inc. 1 517 −1,49 271 1,89
2025-07-24 13F Costello Asset Management, INC 373 0,00 66 1,56
2025-08-06 13F Axim Planning & Wealth 1 701 2,35 301 4,53
2025-07-21 13F Hilltop National Bank 15 959 −1,11 2 821 3,22
2025-07-08 13F Advance Capital Management, Inc. 6 867 14,79 1 214 17,42
2025-07-31 13F/A Interchange Capital Partners, LLC 47 576 −1,34 8 409 0,95
2025-04-21 13F Silverleafe Capital Partners, LLC 0 −100,00 0
2025-08-13 13F Colonial Trust Co / SC 5 686 0,00 1 005 2,24
2025-07-31 13F Northstar Asset Management Inc 1 420 251
2025-08-05 13F EPG Wealth Management LLC 879 −15,80 155 −13,89
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 306 223 2,13 54 122 4,49
2025-08-11 13F Foundation Wealth Management, LLC\PA 4 757 −0,67 841 1,57
2025-08-12 13F Heritage Trust Co 3 543 0,00 626 2,29
2025-07-28 13F Wealthspan Partners, Llc 132 111 −0,54 23 349 1,76
2025-07-18 13F Victrix Investment Advisors 24 079 4,70 4 256 11,15
2025-08-12 13F RPG Investment Advisory, LLC 3 986 −51,28 704 −50,18
2025-07-11 13F Lincoln Capital LLC 4 174 −0,55 738 8,22
2025-08-15 13F Cooksen Wealth, LLC 64 890 17,60 11 469 27,62
2025-08-14 13F Summit Trail Advisors, Llc 34 322 6 099
2025-07-15 13F tru Independence LLC 4 616 9,57 816 12,10
2025-08-11 13F Portside Wealth Group, LLC 1 381 −7,87 244 −5,43
2025-04-01 13F Modus Advisors, LLC 0 −100,00 0
2025-07-16 13F Motive Wealth Advisors 1 806 0,00 319 2,57
2025-07-23 13F LifeSteps Financial, Inc. 23 494 15,03 4 152 17,72
2025-07-25 13F Index Fund Advisors, Inc. 7 693 −2,02 1 360 0,22
2025-08-14 13F LaSalle St. Investment Advisors, LLC 88 333 12,92 16 15,38
2025-07-31 13F Moser Wealth Advisors, LLC 24 117 13,76 4 262 16,38
2025-08-05 13F Integrity Financial Corp /WA 522 −19,94 93 −17,86
2025-08-14 13F Clarity Asset Management, Inc. 14 0,00 3 0,00
2025-08-05 13F Gould Asset Management Llc /ca/ 5 705 0,28 1 008 2,65
2025-08-13 13F Rsm Us Wealth Management Llc 2 109 740 −1,59 374 903 1,24
2025-08-01 NP Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares 43 800 0,00 7 741 2,31
2025-07-21 13F Stock Yards Bank & Trust Co 1 558 −3,59 275 −1,43
2025-07-15 13F Optima Capital Llc 1 933 −15,52 343 −13,42
2025-08-14 13F Novus Advisors, Llc 1 381 −42,89 244 −41,49
2025-07-29 13F Spreng Capital Management, Inc. 43 408 1,34 7 672 3,69
2025-07-21 13F Life Planning Partners, Inc 3 724 9,76 658 12,29
2025-07-23 13F Center For Asset Management LLC 2 714 7,27 459 4,81
2025-07-09 13F Bruce G. Allen Investments, LLC 76 439 5,70 13 510 8,14
2025-07-17 13F DiNuzzo Private Wealth, Inc. 2 485 0,00 439 2,33
2025-08-07 13F Midland Wealth Advisors Llc 597 797 3,20 105 655 5,59
2025-07-28 13F Frazier Financial Advisors, LLC 5 0,00 1
2025-08-07 13F CSM Advisors, LLC 366 983 −49,32 65 −48,80
2025-07-08 13F Zrc Wealth Management, Llc 1 040 0,00 184 2,23
2025-07-28 13F Copia Wealth Management 5 957 −5,31 1 053 −3,13
2025-07-14 13F/A Seek First Inc. 9 865 −2,98 1 743 −0,74
2025-08-06 13F Legacy Bridge, LLC 63 12,50 11 22,22
2025-08-12 13F/A Boston Partners 9 292 0,84 1 642 3,21
2025-08-12 13F Long Island Wealth Management, Inc. 28 041 1,24 4 956 3,57
2025-08-11 13F Lake Street Financial Llc 238 302 5,37 42 117 7,81
2025-08-28 13F/A Lavaca Capital Llc Put 0 −100,00 0 −100,00
2025-07-18 13F Founders Capital Management 300 0,00 53 3,92
2025-08-14 13F Millennium Management Llc 15 535 −33,78 2 746 −32,26
2025-07-31 13F Ballast Advisors Llc 991 0,00 175 2,34
2025-08-15 13F Semmax Financial Advisors Inc. 40 814 0,76 7 265 6,73
2025-08-14 13F Money Concepts Capital Corp 25 844 68,94 4 568 72,86
2025-08-12 13F New Republic Capital, LLC 2 978 84,05 529 89,61
2025-07-24 13F Moseley Investment Management Inc 2 763 −0,93 488 1,46
2025-07-30 13F Cornerstone Advisory, LLC 19 705 1,66 3 483 7,87
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-07-29 13F May Barnhard Investments LLC 24 488 −2,12 4 328 0,16
2025-07-22 13F Inlight Wealth Management, LLC 58 455 9,62 10 331 12,16
2025-08-15 13F Synergy Financial Group, LTD 2 272 −1,43 402 0,75
2025-07-16 13F Encompass Wealth Advisors, Llc 3 120 0,00 551 2,42
2025-08-01 13F MorganRosel Wealth Management, LLC 1 167 0,00 206 2,49
2025-08-13 13F Millstone Evans Group, LLC 1 164 0,00 206 1,99
2025-08-18 13F N.E.W. Advisory Services LLC 30 558 −14,26 5 401 −12,28
2025-08-01 13F Bessemer Group Inc 325 614 7,95 58 9,62
2025-07-11 13F Essex Savings Bank 5 127 0,00 906 2,37
2025-07-18 13F SMI Advisory Services, LLC 1 398 247
2025-08-01 13F Planning Directions Inc 9 156 −28,25 1 618 −26,59
2025-07-17 13F Stone Point Wealth LLC 91 311 −0,85 16 138 1,45
2025-08-06 13F Valued Wealth Advisors LLC 785 −1,63 139 1,46
2025-07-17 13F Park Place Capital Corp 667 85,79 119 95,08
2025-04-22 13F Stapp Wealth Management, Pllc 0 −100,00 0
2025-07-30 13F Onyx Bridge Wealth Group LLC 4 819 0,00 852 2,28
2025-08-07 13F Meeder Advisory Services, Inc. 12 857 −31,47 2 272 −29,88
2025-08-08 13F Ironwood Investment Counsel, LLC 2 381 −16,13 421 −14,29
2025-07-16 13F Falcon Wealth Planning 100 641 −2,30 17 787 −0,04
2025-08-04 13F Pensionmark Financial Group, Llc 24 578 8,12 4 352 10,83
2025-08-08 13F Sawgrass Asset Management Llc 19 461 0,00 3 440 2,32
2025-07-07 13F Enterprise Bank & Trust Co 1 593 0,00 282 2,18
2025-07-22 13F Appleton Partners Inc/ma 1 920 3,23 0
2025-08-14 13F Ameriprise Financial Inc 10 632 655 −0,47 1 880 389 1,74
2025-05-15 13F Concorde Asset Management, LLC 2 400 13,21 397 10,61
2025-07-23 13F Motiv8 Investments LLC 24 315 5,54 4 297 7,99
2025-07-23 13F Tyche Wealth Partners LLC 2 192 24,83 387 27,72
2025-08-12 13F MAI Capital Management 240 118 −16,34 42 438 −14,41
2025-07-08 13F Atlas Brown,Inc. 12 319 −2,97 2 177 −0,73
2025-08-13 13F Portland Global Advisors LLC 2 699 79,93 477 84,17
2025-08-04 13F L.m. Kohn & Company 2 573 −11,91 455 −9,92
2025-07-09 13F GEM Asset Management, LLC 1 644 0,49 293 3,90
2025-07-17 13F Luminvest Wealth Management LLC 19 405 5,78 3 430 8,20
2025-08-14 13F Sunbelt Securities, Inc. 2 856 17,00 484 14,73
2025-07-21 13F Sage Financial Management Group, Inc. 3 302 0,00 1
2025-08-06 13F Cannon Financial Strategists, Inc. 6 221 0,00 1 099 2,33
2025-04-14 13F Moulton Wealth Management, Inc 0 −100,00 0
2025-07-25 13F Endowment Wealth Management, Inc. 6 263 9,90 1 107 12,40
2025-07-10 13F Tompkins Financial Corp 1 627 0,00 288 2,14
2025-08-14 13F Graham Capital Management, L.P. 110 000 19 441
2025-07-16 13F Vestia Personal Wealth Advisors 1 617 −13,99 286 −12,04
2025-07-11 13F Adirondack Trust Co 627 −4,86 111 −2,65
2025-08-05 13F Sensible Money, LLC 1 288 0,00 228 2,25
2025-08-04 13F Mesirow Financial Investment Management, Inc. 207 260 4,36 36 631 6,77
2025-07-18 13F First Pacific Financial 1 579 37,42 279 40,91
2025-07-30 13F Gimbal Financial 1 500 0,00 265 2,32
2025-08-11 13F Pin Oak Investment Advisors Inc 423 0,00 0
2025-08-05 13F Marion Wealth Management 1 947 0,00 344 2,38
2025-07-17 13F City Holding Co 802 0,00 142 2,17
2025-07-29 13F Unison Advisors LLC 381 746 0,09 67 726 2,80
2025-08-01 13F Facet Wealth, Inc. 1 430 668 −13,02 253 285 −8,17
2025-08-14 13F 10Elms LLP 3 111 −13,85 550 −11,88
2025-07-22 13F/A Duncan Williams Asset Management, LLC 46 237 0,54 8 172 2,86
2025-08-04 13F Haven Private, LLC 2 000 −12,28 353 −10,18
2025-08-14 13F Clark Capital Management Group, Inc. 10 899 15,60 1 926 18,30
2025-07-30 13F Evermay Wealth Management Llc 12 206 −0,29 2 167 2,51
2025-08-13 13F Patrick M Sweeney & Associates, Inc 1 126 202
2025-08-14 13F Safeguard Investment Advisory Group, LLC 2 652 0,00 469 2,18
2025-07-30 13F Bogart Wealth, LLC 3 282 −1,17 580 1,22
2025-07-21 13F Compass Planning Associates Inc 133 681 0,53 23 627 2,86
2025-07-28 13F Compass Advisory Group LLC 20 152 11,74 3 581 14,96
2025-04-10 13F Bremer Bank National Association 4 984 0,00 861 2,02
2025-07-15 13F Significant Wealth Partners LLC 1 360 240
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 262 303 −2,65 46 359 −0,39
2025-07-18 13F United Bank 16 446 −10,88 2 907 −8,82
2025-08-11 13F Perennial Investment Advisors, LLC 45 648 14,10 8 068 16,74
2025-07-30 NP OCIO - ClearShares OCIO ETF 35 178 0,00 6 029 −3,78
2025-07-17 13F Fee-Only Financial Planning, L.C. 170 888 0,53 30 203 2,86
2025-04-10 13F Naples Global Advisors, Llc 0 −100,00 0
2025-07-31 13F/A Avion Wealth 378 0,00 0
2025-08-13 13F Mount Yale Investment Advisors, LLC 1 704 −20,15 301 −18,21
2025-08-04 13F Creekmur Asset Management LLC 2 100 8,19 371 10,75
2025-07-16 13F Kathmere Capital Management, LLC 77 497 5,86 13 697 8,31
2025-07-25 13F We Are One Seven, LLC 233 255 1,83 41 226 4,19
2025-07-29 13F Accretive Wealth Partners, LLC 1 803 0,00 319 6,00
2025-08-05 13F Integrity Wealth Solutions LLC 56 464 −2,61 9 979 −0,36
2025-07-15 13F Foster Victor Wealth Advisors, LLC 294 840 −0,09 52 555 10,05
2025-08-14 13F Systematic Alpha Investments, LLC 894 868 0,00 158 159 2,32
2025-08-05 13F Mathes Company, Inc. 2 413 0,00 0
2025-07-08 13F Apella Capital, LLC 189 993 −3,23 33 857 5,23
2025-08-14 13F Evercore Wealth Management, LLC 2 800 −7,44 495 −5,36
2025-07-24 13F Cascade Investment Group, Inc. 1 806 0,00 319 2,57
2025-05-15 13F CAPROCK Group, Inc. 62 746 102,95 10 839 107,07
2025-08-14 13F Colony Group, LLC 659 963 −0,57 116 769 1,85
2025-09-19 13F Watts Gwilliam & Co., LLC 51 466 0,92 9 563 8,56
2025-07-10 13F Selective Wealth Management, Inc. 2 616 −58,56 466 −54,36
2025-08-05 13F Cambiar Investors Llc 2 986 −84,09 528 −83,74
2025-07-10 13F Focus Financial Network, Inc. 50 662 12,37 9 003 15,60
2025-08-11 13F Hopwood Financial Services, Inc. 8 467 0,00 1 497 2,33
2025-07-03 13F Trust Co of the South 66 655 74,74 11 781 78,78
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 1 418 −7,92 252 −5,26
2025-07-11 13F First PREMIER Bank 136 306 1,81 24 4,35
2025-08-04 13F Joseph P. Lucia & Associates, LLC 1 209 0,00 214 2,40
2025-08-25 13F/A Promus Capital, LLC 1 014 0,00 179 2,29
2025-07-15 13F Armis Advisers, LLC 109 590 24,41 19 369 27,29
2025-08-12 13F Main Management LLC 0 −100,00 0
2025-07-31 13F Vaughan David Investments Inc/il 4 874 305,83 1
2025-04-16 13F Rfg Holdings, Inc. 0 −100,00 0
2025-08-12 13F TCP Asset Management, LLC 2 191 0,00 387 2,38
2025-08-01 13F FSA Advisors, Inc. 0 −100,00 0
2025-08-14 13F Diversify Advisory Services, LLC 19 122 103,79 3 431 119,87
2025-07-22 13F Foguth Wealth Management, LLC. 1 300 230
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 511 708 1,11 90 441 3,46
2025-05-14 13F HMS Capital Management, LLC 0 −100,00 0 −100,00
2025-08-11 13F Private Advisor Group, LLC 1 045 586 1,98 184 797 4,34
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-05-05 13F Lindbrook Capital, Llc 20 282 0,12 3 504 2,16
2025-08-08 13F Horizon Family Wealth, Inc. 0 −100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 2 445 −13,79 432 −11,66
2025-08-12 13F Change Path, LLC 462 205 0,08 81 690 2,40
2025-08-01 13F New York Life Investment Management Llc 28 995 5 125
2025-08-07 13F Resources Investment Advisors, LLC. 57 025 −4,67 10 079 −2,46
2025-08-15 13F Asset Allocation Strategies LLC 2 855 −42,01 505 −40,71
2025-07-31 13F Peterson Wealth Services 1 729 0,00 306 2,35
2025-08-12 13F Associated Banc-corp 95 956 0,12 16 959 2,44
2025-08-14 13F Wells Fargo & Company/mn 7 528 265 5,72 1 330 546 8,16
2025-07-14 13F BetterWealth, LLC 2 395 0,00 423 2,42
2025-07-23 13F Armbruster Capital Management, Inc. 5 238 0,00 926 2,32
2025-07-15 13F Tenon Financial LLC 2 516 0,24 445 2,54
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 48 457 18,38 8 564 23,58
2025-07-11 13F Kaydan Wealth Management, Inc. 166 346 −0,09 29 400 2,22
2025-07-22 13F Coastal Investment Advisors, Inc. 2 366 68,28 418 72,73
2025-08-13 13F Beacon Pointe Advisors, LLC 911 360 5,34 161 074 7,78
2025-07-24 13F Certus Wealth Management, LLC 34 360 372,50 6 073 386,93
2025-08-29 NP JSPMX - Janus Henderson Global Allocation Fund - Moderate Class T 34 183 −1,00 6 042 1,29
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 34 054 18,06 6 019 20,79
2025-07-21 13F Verus Financial Partners, Inc. 2 390 −1,61 426 7,32
2025-05-13 13F Centerpoint Advisors, LLC 0 −100,00 0
2025-07-23 13F Eagle Strategies LLC 36 529 5,14 6 456 7,58
2025-07-21 13F Keb Asset Management, Llc 8 272 −6,30 1 462 −4,13
2025-07-22 13F Evensky & Katz LLC 544 0,00 0
2025-07-30 13F Phillips Financial Management, Llc 35 961 0,18 6 356 2,50
2025-07-18 13F Newman Dignan & Sheerar, Inc. 5 205 −27,25 920 −25,59
2025-07-16 13F Cambridge Advisors Inc. 2 850 0,00 504 2,24
2025-07-11 13F Lantz Financial LLC 1 448 0,00 256 2,00
2025-08-06 13F Agf Management Ltd 32 585 −0,71 5 759 1,61
2025-08-08 13F Strategies Wealth Advisors, LLC 687 740 −0,20 121 551 2,11
2025-03-26 NP DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES 0 −100,00 0 −100,00
2025-08-11 13F Plum Street Advisors, LLC 80 160 −0,42 14 168 1,88
2025-07-24 13F Rice Partnership, LLC 249 −0,80 44 2,33
2025-08-13 13F Manning & Napier Advisors Llc 32 356 −34,15 5 720 −32,62
2025-08-28 NP TFAFX - Tactical Growth Allocation Fund Class I 900 125,00 159 130,43
2025-07-10 13F Signal Advisors Wealth, LLC 12 345 16,83 2 182 19,51
2025-08-12 13F SlateStone Wealth, LLC 15 034 −9,80 3 0,00
2025-07-15 13F Retirement Guys Formula Llc 8 029 −1,18 1 395 4,26
2025-07-22 13F Bank Hapoalim Bm 79 000 0,00 14 0,00
2025-08-07 13F Aspen Wealth Strategies, LLC 100 364 1,38 17 738 3,73
2025-08-14 13F Wetherby Asset Management Inc 5 333 −13,62 943 −9,86
2025-07-15 13F Cranbrook Wealth Management, LLC 59 324 8,22 10 485 10,73
2025-07-29 13F Mb, Levis & Associates, Llc 0 −100,00 0
2025-07-22 13F Private Wealth Group, LLC 0 −100,00 0
2025-07-24 13F Edge Financial Advisors LLC 2 633 36,64 468 40,66
2025-08-12 13F Segall Bryant & Hamill, Llc 173 506 −2,29 30 665 −0,03
2025-08-06 13F Moors & Cabot, Inc. 15 766 52,25 2 786 55,82
2025-07-21 13F Segment Wealth Management, LLC 19 590 0,00 3 462 2,34
2025-07-11 13F Grove Bank & Trust 52 277 −22,23 9 239 −20,43
2025-08-11 13F Semus Wealth Partners LLC 1 610 0,00 285 2,16
2025-08-12 13F Global Retirement Partners, LLC 126 731 1,38 22 398 5,84
2025-08-07 13F David R. Rahn & Associates Inc. 2 238 45,32 396 48,50
2025-08-13 13F Avestar Capital, LLC 43 408 15,52 7 693 18,52
2025-08-13 13F Capital Group Private Client Services, Inc. 3 341 11,78 590 14,34
2025-08-12 13F Vickerman Investment Advisors, Inc. 0 −100,00 0
2025-07-30 13F Whittier Trust Co 1 288 −28,76 228 −27,24
2025-07-14 13F UMA Financial Services, Inc. 1 262 −5,54 223 −3,04
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-08-06 13F OneAscent Wealth Management LLC 0 −100,00 0
2025-08-18 13F Hollencrest Capital Management 268 76,32 47 80,77
2025-07-24 13F Accredited Investor Services, Llc 4 952 29,87 875 32,98
2025-07-11 13F Bell Bank 1 409 149 14,27 249 053 16,91
2025-07-25 13F Prostatis Group LLC 5 267 −74,46 931 −73,89
2025-08-06 13F Entrewealth, Llc 0 −100,00 0
2025-08-13 13F First National Advisers, LLC 3 743 13,39 662 15,96
2025-07-28 13F Nestegg Advisors, Inc. 1 286 9,73 227 12,38
2025-08-15 13F Equitable Holdings, Inc. 1 125 824 −8,85 198 978 −6,74
2025-08-11 13F Outlook Wealth Advisors, LLC 76 694 2,47 13 555 4,84
2025-08-11 13F Dorsey & Whitney Trust CO LLC 21 430 −20,32 3 788 −18,47
2025-08-13 13F Maia Wealth LLC 19 920 6,09 3 521 14,36
2025-07-11 13F Compass Ion Advisors, LLC 26 083 −2,81 4 610 −0,56
2025-08-12 13F Wealth Dimensions Group, Ltd. 2 922 5,56 516 7,95
2025-07-30 13F MTC Wealth Management LLC 115 037 −1,95 20 332 0,32
2025-07-15 13F Elevated Capital Advisors, LLC 44 464 0,00 7 681 0,00
2025-08-06 13F Disciplined Investors, L.L.C. 8 724 −1,67 1 542 0,59
2025-08-01 13F Milestone Asset Management Group, LLC 3 160 11,07 558 13,65
2025-08-14 13F Quartz Partners, LLC 3 012 532
2025-07-15 13F World Equity Group, Inc. 8 173 −7,83 1 445 −5,74
2025-07-18 13F CHURCHILL MANAGEMENT Corp 2 561 737 0,18 452 761 2,50
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 1 463 −13,48 259 −11,64
2025-08-15 13F Kestra Advisory Services, LLC 797 777 −5,30 140 999 −3,11
2025-07-09 13F Taylor Hoffman Capital Management LLC 7 980 −1,80 1 410 0,71
2025-08-08 13F/A Prospect Financial Services LLC 26 936 −3,73 4 761 −1,51
2025-08-01 13F Brookwood Investment Group LLC 2 480 −4,69 438 −2,45
2025-08-04 13F Bridgewealth Advisory Group, LLC 75 782 271,33 13 394 279,94
2025-08-06 13F Prospera Financial Services Inc 143 147 −5,01 25 312 −2,80
2025-08-01 13F PCA Investment Advisory Services Inc. 78 948 17,50 13 953 20,22
2025-08-13 13F Dynamic Wealth Strategies, LLC 55 837 −14,59 9 869 −12,62
2025-08-12 13F Tradition Wealth Management, LLC 13 007 −13,28 2 299 −11,27
2025-08-11 13F Anfield Capital Management, LLC 30 0,00 5 0,00
2025-07-10 13F Baker Tilly Financial, Llc 2 654 −27,21 469 −25,44
2025-08-11 13F Western Wealth Management, LLC 15 442 −4,60 2 729 −2,36
2025-07-03 13F Sage Capital Advisors,llc 1 409 0,00 249 2,47
2025-08-08 13F Breed's Hill Capital LLC 54 485 −2,35 9 630 −0,08
2025-07-22 13F Safir Wealth Advisors, LLC 61 087 1,44 10 796 3,80
2025-08-14 13F Capstone Investment Advisors, Llc 0 −100,00 0
2025-08-14 13F Bank Of Hawaii 536 149 2,78 94 759 5,16
2025-07-14 13F Harbor Group, Inc. 2 646 45,62 468 49,20
2025-07-23 13F Pillar Financial Advisors, LLC 15 658 1,56 2 767 3,91
2025-08-13 13F Farnam Financial LLC 1 660 36,63 293 40,19
2025-07-17 13F Hanson & Doremus Investment Management 1 677 0,00 0
2025-07-31 13F Hanlon Investment Management, Inc. 10 504 −3,10 1 856 −0,85
2025-08-05 13F Prosperity Consulting Group, LLC 7 898 −7,34 1 396 −5,23
2025-07-23 13F Colony Family Offices, LLC 3 253 0,00 578 3,03
2025-07-22 13F Yoder Wealth Management, Inc. 3 218 0,00 569 2,34
2025-07-24 13F Coordinated Financial Services, Inc. 2 899 −1,36 512 3,02
2025-08-14 13F Bishop & Co Investment Management, LLC 273 240 −1,56 48 292 0,72
2025-08-07 13F Vise Technologies, Inc. 22 574 7,67 3 990 12,40
2025-07-29 13F Disciplined Investments, LLC 22 436 0,66 3 965 2,99
2025-08-12 13F Steward Partners Investment Advisory, Llc 340 451 −10,23 60 171 −8,16
2025-08-14 13F Moneta Group Investment Advisors Llc 1 801 405 0,84 318 380 3,17
2025-08-13 13F Scotia Capital Inc. 8 399 −2,69 1 484 −0,40
2025-08-13 13F Colonial Trust Advisors 0 −100,00 0
2025-07-25 13F Means Investment Co., Inc. 3 195 2,67 565 5,03
2025-08-04 13F Bordeaux Wealth Advisors LLC 1 224 216
2025-08-05 13F Atlas Wealth LLC 2 114 0,00 377 3,29
2025-08-08 13F Meridian Wealth Management, LLC 120 783 3,18 21 342 5,56
2025-08-05 13F Welch & Forbes Llc 14 161 −9,04 2 503 −6,95
2025-08-12 13F Team Hewins, LLC 4 019 −46,51 714 −44,95
2025-08-01 13F SYM FINANCIAL Corp 67 0,00 12 0,00
2025-08-05 13F Claro Advisors LLC 1 848 −13,44 327 −11,41
2025-08-12 13F Wisconsin Wealth Advisors, LLC 2 944 71,66 520 75,68
2025-07-25 13F JustInvest LLC 9 791 30,41 1 731 33,49
2025-08-05 13F MidAtlantic Capital Management, Inc. 8 033 5,93 1 420 8,40
2025-08-14 13F Certified Advisory Corp 133 692 1,60 23 629 3,96
2025-08-13 13F Ark & Tlk Investments, Llc 3 688 −2,77 652 −0,61
2025-08-13 13F Lynch Asset Management, Inc. 818 145
2025-08-04 13F Bristlecone Advisors, LLC 4 156 −29,86 735 −28,25
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 7 915 3,93 1 406 6,92
2025-08-11 13F HighTower Advisors, LLC 3 133 973 7,14 553 898 9,63
2025-08-15 13F/A Rakuten Securities, Inc. 71 −44,53 13 −45,45
2025-08-14 13F McIlrath & Eck, LLC 252 839 6,91 44 687 9,38
2025-08-28 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 89 984 −21,91 15 904 −20,11
2025-07-09 13F Aurelius Family Office LLC 6 150 −0,98 1 087 1,40
2025-08-13 13F M Holdings Securities, Inc. 0 −100,00 0
2025-07-10 13F Atticus Wealth Management, Llc 5 114 −0,89 904 1,35
2025-07-16 13F Patron Partners Advisors, Llc 5 498 −12,59 972 −10,59
2025-04-15 13F Members Wealth Llc 2 301 0,04 398 −1,98
2025-08-11 13F Y.D. More Investments Ltd 222 14,43 39 18,18
2025-08-12 13F Proequities, Inc. 0 0
2025-08-01 13F Bull Oak Capital, LLC 5 606 −0,02 991 2,27
2025-08-04 13F Assetmark, Inc 1 433 086 −9,66 253 284 −7,57
2025-07-29 13F Quotient Wealth Partners, LLC 60 701 −2,20 10 728 0,07
2025-08-07 13F Winch Advisory Services, LLC 1 302 8,77 230 11,65
2025-07-15 13F Axis Wealth Partners, LLC 3 017 −20,10 533 −18,25
2025-07-25 13F RoundAngle Advisors LLC 27 739 1,00 4 903 3,33
2025-08-14 13F Apriem Advisors 1 458 0,00 258 2,39
2025-08-12 13F Tableaux Llc 2 592 764
2025-07-16 13F Eagle Global Advisors Llc 3 620 1,40 640 3,73
2025-07-07 13F Wesbanco Bank Inc 7 074 31,54 1 250 34,70
2025-08-12 13F Coldstream Capital Management Inc 957 799 257,41 169 929 267,09
2025-07-22 13F Confluence Wealth Services, Inc. 8 663 0,66 1 531 8,90
2025-07-14 13F Wealth Advisory Solutions, LLC 21 950 4,65 3 879 7,07
2025-08-07 13F Tacita Capital Inc 20 152 0,50 3 562 2,83
2025-07-16 13F Plancorp, LLC 15 631 3,05 2 763 5,42
2025-07-09 13F Triumph Capital Management 1 210 −9,84 214 −7,79
2025-08-08 13F Evolution Wealth Advisors, LLC 7 621 −5,81 1 347 −3,65
2025-08-06 13F Paladin Advisory Group, LLC 523 0,00 92 2,22
2025-08-14 13F Murphy & Mullick Capital Management Corp 1 956 0,00 346 2,67
2025-04-22 13F Arrow Investment Advisors, LLC 0 −100,00 0
2025-07-25 13F Welch Group, LLC 1 525 −1,10 270 2,28
2025-07-08 13F Corepath Wealth Partners Llc 4 724 0,00 849 10,70
2025-07-14 13F Clayton Financial Group LLC 92 228 −42,59 16 300 −41,26
2025-07-23 13F Bellevue Asset Management, Llc 223 0,45 39 2,63
2025-07-11 13F My Legacy Advisors, LLC 4 355 −0,05 781 3,86
2025-08-11 13F Cascade Wealth Advisors, Inc 19 278 −11,07 3 431 −3,02
2025-08-07 13F New England Private Wealth Advisors LLC 8 022 0,21 1 434 3,69
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 14 622 17,84 2 584 19,30
2025-08-01 13F Capital Investment Counsel, LLC 5 191 917
2025-07-23 13F Nbt Bank N A /ny 99 151 1,79 17 524 4,15
2025-08-12 13F Bedel Financial Consulting, Inc. 5 646 0,20 998 6,29
2025-08-11 13F Shufro Rose & Co Llc 4 479 −2,18 774 −2,15
2025-07-11 13F Weatherly Asset Management L. P. 2 653 0,00 471 2,84
2025-07-30 13F Cookson Peirce & Co Inc 12 873 −5,10 2 275 −2,90
2025-08-14 13F Bank Of America Corp /de/ 128 140 618 3,09 22 647 573 5,47
2025-07-22 13F Capital City Trust Co/fl 0 −100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 142 784 −4,89 25 236 −2,69
2025-08-08 13F Good Life Advisors, LLC 23 675 −3,63 4 184 −1,39
2025-08-14 13F Dearborn Partners Llc 4 729 0,32 836 2,58
2025-07-30 13F Financial Perspectives, Inc 6 667 0,00 1 178 2,35
2025-07-16 13F Kendall Capital Management 1 144 202
2025-07-21 13F Keystone Financial Group, Inc. 4 092 −0,17 727 6,60
2025-07-03 13F McLean Asset Management Corp 35 545 −3,01 6 352 12,79
2025-07-17 13F Michels Family Financial, LLC 8 929 −1,57 1 578 0,77
2025-07-28 13F Courier Capital Llc 143 156 1,52 25 301 3,88
2025-08-14 13F Dimension Capital Management Llc 0 −100,00 0
2025-07-16 13F American National Bank 3 676 −0,68 650 1,56
2025-08-05 13F Milestone Asset Management, Llc 1 836 −52,75 324 −51,71
2025-07-14 13F Buska Wealth Management, LLC 4 872 0,58 861 2,87
2025-04-21 13F Bigelow Investment Advisors, LLC 0 −100,00 0
2025-07-29 13F Harbor Asset Planning, Inc. 23 339 4 125
2025-07-31 13F Allied Investment Advisors, LLC 5 246 30,47 927 33,57
2025-08-13 13F SCS Capital Management LLC 1 100 811 −0,29 194 621 2,05
2025-08-13 13F Baird Financial Group, Inc. 1 426 340 0,82 252 091 3,16
2025-07-22 13F Valpey Financial Services, LLC 43 548 7 697
2025-08-12 13F Triune Financial Partners, LLC 20 856 1,07 3 686 3,42
2025-07-24 13F Aurora Private Wealth, Inc. 1 781 17,02 0
2025-07-16 13F Meridian Financial, LLC 1 208 0,00 213 2,40
2025-08-11 13F Synergy Investment Management, LLC 8 392 3,26 1 483 5,70
2025-07-28 13F Evernest Financial Advisors, LLC 6 325 −0,06 1 118 2,20
2025-07-30 13F Crewe Advisors LLC 3 913 305,91 692 316,27
2025-07-30 13F TFB Advisors LLC 13 727 −1,65 2 426 0,62
2025-07-21 13F West Financial Advisors, LLC 2 765 73,57 489 77,45
2025-08-04 13F Horizon Wealth Management, LLC 2 260 −1,35 399 1,01
2025-07-08 13F Goldstone Financial Group, LLC 162 490 7,48 29 188 11,77
2025-07-07 13F First Community Trust Na 4 201 0,55 742 2,91
2025-07-31 13F Arrien Investments, Inc. 16 388 2,95 2 896 5,35
2025-07-22 13F Sutton Place Investors Llc 4 965 0,00 878 2,33
2025-07-15 13F Carr Financial Group Corp 2 401 0,00 424 2,42
2025-07-15 13F Define Financial, Llc 1 642 5,87 290 15,54
2025-07-29 13F Tradewinds Capital Management, LLC 278 9,45 49 13,95
2025-08-12 13F Jpmorgan Chase & Co 3 537 638 −0,76 625 242 1,54
2025-07-21 13F HT Partners LLC 1 968 0,00 348 2,36
2025-08-13 13F Cerity Partners LLC 892 606 18,54 157 762 21,28
2025-08-05 13F Aviance Capital Partners, LLC 1 421 0,00 251 2,45
2025-05-23 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial 25 865 −60,75 4 468 −59,96
2025-07-15 13F Verum Partners LLC 11 498 −1,89 2 032 0,40
2025-07-18 13F Benchmark Wealth Management, LLC 92 968 −2,78 16 431 −0,53
2025-08-12 13F Investments & Financial Planning, LLC 7 504 −1,47 1 326 0,84
2025-07-14 13F Armstrong Advisory Group, Inc 2 235 27,93 395 33,90
2025-08-29 13F Evolution Wealth Management Inc. 1 386 245
2025-07-29 13F Salus Financial Advisors, LLC 9 593 4,64 1 695 7,08
2025-04-17 13F Vista Wealth Management Group, LLC 1 637 0,00 283 1,81
2025-07-31 13F Glass Jacobson Investment Advisors llc 24 053 −1,59 4 251 2,76
2025-08-14 13F Beaird Harris Wealth Management, LLC 12 409 12,67 2 193 15,30
2025-08-07 13F Atala Financial Inc 1 934 342
2025-08-04 13F Savvy Advisors, Inc. 128 067 18,88 22 635 21,63
2025-08-14 13F Foronjy Financial Llc 1 650 292
2025-08-04 13F Hantz Financial Services, Inc. 2 640 −19,36 0
2025-08-12 13F Gladstone Institutional Advisory LLC 46 364 1,50 8 194 3,85
2025-08-14 13F Granite FO LLC 1 187 0,00 210 1,95
2025-08-14 13F Warren Averett Asset Management, LLC 253 530 −0,40 44 809 1,91
2025-08-05 13F Magnolia Capital Advisors Llc 47 959 −5,28 8 476 −3,09
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 3 437 0,00 607 8,20
2025-08-01 13F Taylor Financial Group, Inc. 14 605 12,92 2 581 15,53
2025-05-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-07-11 13F Colorado Capital Management, Inc. 8 797 −0,10 2 0,00
2025-08-08 13F Financial Gravity Companies, Inc. 3 306 0,09 584 4,47
2025-07-08 13F Webster Bank, N. A. 13 791 −2,85 2 437 −0,61
2025-08-13 13F Idaho Trust Bank 31 678 4,74 5 599 7,16
2025-08-14 13F Comerica Bank 219 008 −0,35 38 707 1,95
2025-07-29 13F Gladwyn Financial Advisors, Inc. 6 850 1 211
2025-08-13 13F Haverford Trust Co 8 596 −1,42 1 519 0,86
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 11 735 0,95 2 0,00
2025-07-23 13F Valmark Advisers, Inc. 68 266 3,64 12 065 6,04
2025-08-14 13F Acas, Llc 14 553 0,21 2 631 9,12
2025-05-02 13F BluePointe Capital Management, LLC 3 210 554
2025-08-12 13F Jacobi Capital Management LLC 14 192 0,11 2 508 2,45
2025-07-07 13F Centurion Wealth Management LLC 1 694 −3,86 299 0,34
2025-08-06 13F Quadrant Private Wealth Management, LLC 2 188 389
2025-08-11 13F Vanguard Group Inc 398 926 4,95 70 506 7,38
2025-08-13 13F Stablepoint Partners, LLC 1 922 48,88 340 52,02
2025-08-07 13F Verus Capital Partners, Llc 11 783 4,12 2 083 6,55
2025-04-08 13F/A iA Global Asset Management Inc. 0 −100,00 0
2025-07-10 13F Burns J W & Co Inc/ny 7 276 −3,60 1 286 −1,38
2025-08-13 13F MONECO Advisors, LLC 18 907 0,67 3 342 2,99
2025-07-22 13F Relyea Zuckerberg Hanson LLC 458 404 0,24 81 018 2,56
2025-07-09 13F Lineweaver Wealth Advisors, LLC 0 −100,00 0
2025-07-31 13F Intelligent Financial Strategies 445 0,00 79 3,95
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 0 −100,00 0
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 276 0,00 49 2,13
2025-08-13 13F GeoWealth Management, LLC 2 016 2,34 356 4,71
2025-07-14 13F Financial Advisory Partners, Llc 75 008 2,58 13 257 4,95
2025-07-22 13F David Wealth Management LLC 1 371 242
2025-07-18 13F jvl associates llc 2 209 6,87 390 9,24
2025-07-28 13F Holistic Planning, LLC 38 205 4,21 6 752 6,62
2025-08-13 13F Willis Johnson & Associates, Inc. 39 302 −9,98 6 946 −7,89
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 5 650 968
2025-08-12 13F Manchester Capital Management LLC 55 616 −34,43 9 830 −32,91
2025-08-07 13F Sound View Wealth Advisors Group, LLC 27 433 −2,28 4 849 −0,02
2025-08-14 13F Financial Network Wealth Advisors LLC 897 0,00 159 2,60
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 8 768 5,40 1 550 7,79
2025-07-25 13F Wealth Architects, LLC 153 092 5,66 27 058 8,11
2025-08-05 13F Centennial Bank/AR/ 100 −55,56 18 −55,26
2025-08-01 13F Purkiss Capital Advisors LLC 6 963 −0,60 1 231 1,65
2025-07-17 13F Sound Income Strategies, LLC 2 942 −5,31 520 −3,17
2025-07-07 13F Bangor Savings Bank 1 891 0,11 334 2,45
2025-08-05 13F Carson Advisory Inc. 0 −100,00 0
2025-08-14 13F Fwl Investment Management, Llc 2 388 −11,16 422 −9,05
2025-08-13 13F Brandes Investment Partners, Lp 850 835 46 191,35 150 377 47 337,22
2025-08-13 13F Satovsky Asset Management Llc 1 337 0,00 236 2,61
2025-07-17 13F Clean Yield Group 575 0,00 102 2,02
2025-08-13 13F Cary Street Partners Financial Llc 615 688 7,23 108 817 9,72
2025-07-22 13F Berkshire Money Management, Inc. 186 33
2025-08-29 NP JSPGX - Janus Henderson Global Allocation Fund - Growth Class T 54 902 −1,82 9 703 0,46
2025-07-23 13F Hardy Reed LLC 43 231 0,00 7 641 2,32
2025-07-08 13F Atwood & Palmer Inc 227 40
2025-08-08 13F Gts Securities Llc 2 790 493
2025-08-15 13F Fft Wealth Management Llc 11 876 −12,08 2 101 −9,99
2025-08-13 13F Summit Wealth Group Llc / Co 22 429 3 986
2025-07-29 13F Wealthstream Advisors, Inc. 7 184 0,00 1 270 2,26
2025-07-28 13F Revolve Wealth Partners, LLC 2 000 −0,25 353 2,02
2025-07-24 13F Cyndeo Wealth Partners, LLC 50 853 −0,07 8 988 2,24
2025-07-16 13F Holland Advisory Services, Inc. 3 008 0,00 532 2,31
2025-08-07 13F SFE Investment Counsel 2 406 425
2025-08-08 13F Mjp Associates Inc /adv 5 083 63,91 898 67,85
2025-07-11 13F Ullmann Financial Group, Inc. 3 227 0,00 570 2,33
2025-07-16 13F Dakota Wealth Management 100 702 −39,25 17 798 −37,84
2025-07-25 13F RHS Financial, LLC 1 736 −15,48 307 −13,56
2025-08-14 13F Camden Capital, LLC 3 543 −6,91 626 −4,72
2025-08-08 13F Tanglewood Legacy Advisors, LLC 4 080 0,00 721 2,41
2025-08-12 13F Prudential Plc 4 677 −20,69 827 −18,86
2025-08-07 13F 1st Source Bank 4 380 0,00 774 2,38
2025-08-12 13F Franklin Resources Inc 245 680 −0,06 43 421 2,25
2025-07-30 13F Sonata Capital Group Inc 1 288 0
2025-07-16 13F PFS Partners, LLC 60 0,00 11 0,00
2025-07-29 13F Chicago Partners Investment Group LLC 120 897 −0,06 21 830 7,67
2025-08-11 13F Nomura Asset Management Co Ltd 0 −100,00 0 −100,00
2025-08-15 13F Howland Capital Management Llc 8 692 −3,92 1 545 −1,15
2025-07-10 13F Ferguson Wellman Capital Management, Inc 4 143 0,00 732 2,38
2025-07-17 13F CWA Asset Management Group, LLC 17 313 8,28 3 060 10,79
2025-08-04 13F Buck Wealth Strategies, LLC 6 913 53,45 1 222 56,94
2025-07-31 13F Cornerstone Management, Inc. 547 969 1,47 96 848 3,82
2025-08-04 13F One Day In July LLC 12 209 8,89 2 158 11,42
2025-08-06 13F Hallmark Capital Management Inc 116 167 −2,24 20 531 0,02
2025-07-14 13F Acropolis Investment Management, LLC 23 046 8,89 4 073 11,41
2025-07-25 13F Stephens Consulting, LLC 205 405 0,74 36 303 3,07
2025-07-28 13F Ritholtz Wealth Management 27 743 64,86 4 903 68,72
2025-08-13 13F Meridian Wealth Partners, LLC 2 019 5,98 357 8,21
2025-08-11 13F United Advisor Group, LLC 30 709 48,29 5 436 51,94
2025-05-14 13F Full Sail Capital, LLC 0 −100,00 0
2025-07-14 13F Baring Financial LLC 5 737 −7,05 1 014 −4,88
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 498 0,00 88 2,33
2025-07-21 13F Ashton Thomas Securities, Llc 12 808 0,16 2 264 2,49
2025-07-10 13F Sterling Investment Advisors Llc /adv 267 698 362,03 10 814 8,04
2025-05-01 13F Schechter Investment Advisors, LLC 217 179 −0,45 37 515 1,58
2025-08-12 13F Northstar Financial Companies, Inc. 1 529 270
2025-08-14 13F Hancock Whitney Corp 4 582 1,91 810 4,25
2025-07-28 13F Perfromance Wealth Partners, LLC 51 326 16,88 9 071 19,59
2025-07-29 13F Angeles Wealth Management, Llc 268 039 46,55 47 373 49,94
2025-08-08 13F Cedar Wealth Management, LLC 197 35
2025-07-30 13F Fusion Family Wealth LLC 2 007 −20,80 355 −18,99
2025-08-13 13F Natixis Advisors, L.p. 484 018 11,98 86 14,86
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 203 980 −0,16 36 051 2,15
2025-08-11 13F Independent Advisor Alliance 22 476 −1,71 3 972 0,56
2025-07-08 13F Lowe Wealth Advisors, LLC 789 0,00 139 2,21
2025-07-10 13F Shira Ridge Wealth Management 3 496 −1,44 618 0,82
2025-08-18 13F/A National Bank Of Canada /fi/ 571 813 −6,30 101 062 −4,13
2025-07-29 13F Sigma Investment Counselors Inc 191 052 8,25 33 767 10,76
2025-08-06 13F True Wealth Design, LLC 290 0,00 51 2,00
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 5 756 1,70 1 018 3,99
2025-07-22 13F Sage Investment Counsel LLC 1 455 0,76 257 3,21
2025-08-11 13F Wealthspire Advisors, LLC 583 066 −9,97 103 054 −7,88
2025-08-18 13F Tactive Advisors, LLC 1 576 278
2025-07-15 13F BKA Wealth Consulting, Inc. 1 423 0,00 252 2,45
2025-07-16 13F/A CX Institutional 108 088 28,09 19 35,71
2025-08-08 13F Principal Financial Group Inc 7 631 63,65 1 349 67,45
2025-08-11 13F Lowe Brockenbrough & Co Inc 112 20
2025-07-08 13F First International Bank & Trust 1 952 −5,10 345 −3,10
2025-07-17 13F Alliance Wealth Advisors, LLC 51 008 6,24 9 015 8,71
2025-08-12 13F Latigo Investments, LLC 74 917 0,00 13 241 2,31
2025-08-06 13F Adviser Investments LLC 3 684 307 −15,88 651 164 −13,93
2025-07-14 13F Proathlete Wealth Management Llc 398 0,00 70 2,94
2025-07-09 13F Shore Point Advisors, LLC 121 396 2,24 21 456 4,61
2025-07-15 13F Cora Capital Advisors Llc 48 694 0,09 8 606 2,40
2025-08-01 13F Zhang Financial LLC 64 065 7,34 11 323 9,83
2025-08-11 13F United Capital Financial Advisers, Llc 1 388 095 −0,39 245 332 1,91
2025-05-19 13F/A Jane Street Group, Llc 0 −100,00 0 −100,00
2025-07-31 13F Brian Low Financial Group, Llc 5 455 964
2025-08-14 13F Avid Wealth Partners LLC 1 186 −0,42 211 2,44
2025-08-12 13F Goepper Burkhardt LLC 4 539 −14,86 802 −12,83
2025-07-30 13F Wbh Advisory Inc 37 057 −2,85 6 550 −0,59
2025-08-15 13F Fidelity D & D Bancorp Inc 2 020 3,32 357 5,93
2025-08-12 13F CIBC Private Wealth Group, LLC 993 221 −0,71 175 542 14,20
2025-07-23 13F Opulen Financial Group LLC 2 454 434
2025-08-05 13F Key FInancial Inc 9 477 −2,25 1 675 0,00
2025-07-25 13F Richardson Financial Services Inc. 34 876 25,82 6 212 29,72
2025-08-05 13F Dravo Bay Llc 39 503 1,82 6 951 3,72
2025-08-13 13F Wealthquest Corp 1 255 −5,28 222 −3,07
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0
2025-08-01 13F Belvedere Trading LLC Call 2 500 0,00 442 2,32
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-07 13F Allworth Financial LP 367 855 21,86 65 015 30,47
2025-07-18 13F QTR Family Wealth, LLC 1 241 0,00 219 2,34
2025-07-25 13F LRI Investments, LLC 14 491 0,00 2 561 2,32
2025-07-17 13F Chicago Capital, LLC 1 301 0,00 230 2,23
2025-07-21 13F River Street Advisors LLC 3 652 28,46 645 31,36
2025-05-15 13F Wealth Management Strategies, Inc. 43 743 24,55 7 556 12 706,78
2025-07-18 13F Parsons Capital Management Inc/ri 16 070 −0,87 2 840 1,43
2025-07-11 13F Harbour Capital Advisors, LLC 1 434 0,00 256 7,11
2025-07-10 13F Kozak & Associates, Inc. 284 −4,38 51 4,17
2025-07-09 13F Sandy Cove Advisors, LLC 9 201 −1,12 1 626 1,18
2025-08-12 13F TCTC Holdings, LLC 1 187 0,00 210 1,95
2025-07-25 13F Ackerman Capital Advisors, LLC 37 565 −2,99 6 639 −0,75
2025-08-04 13F Waterfront Wealth Inc. 4 810 1,14 850 3,53
2025-08-14 13F Dagco, Inc. 624 0,00 110 2,80
2025-07-24 13F Insight Inv LLC 4 425 0,00 782 2,36
2025-05-09 13F Belvedere Trading LLC 0 −100,00 0 −100,00
2025-07-21 13F Barton Investment Management 1 235 0,00 218 2,35
2025-08-06 13F Robinson Smith Wealth Advisors Llc 2 501 0,00 442 2,32
2025-07-31 13F City State Bank 21 113 2,67 3 732 5,04
2025-08-14 13F/A Rockefeller Capital Management L.P. 733 563 24,87 129 650 27,77
2025-08-13 13F Ted Buchan & Co 9 170 6,47 1 621 8,94
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 4 425 −4,92 782 −2,62
2025-08-01 13F Stuart Chaussee & Associates, Inc. 1 526 −21,58 270 −19,94
2025-08-05 13F Elm Partners Management LLC 63 779 −33,17 11 272 −31,62
2025-07-25 13F Johnson Investment Counsel Inc 29 664 2,19 5 243 4,55
2025-08-08 13F WP Advisors, LLC 6 670 −0,61 1 179 1,64
2025-08-12 13F BWM Planning, LLC 1 404 0,00 248 2,48
2025-07-08 13F Charis Legacy Partners, LLC 9 707 0,88 1 716 3,19
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 6 125 9,53 1 083 12,12
2025-08-05 13F Lifeworks Advisors, LLC 10 852 31,43 1 918 34,43
2025-08-08 13F Firestone Capital Management 110 976 −0,84 19 614 1,45
2025-07-29 13F Stratos Wealth Advisors, LLC 29 746 −6,50 5 257 −4,33
2025-08-07 13F McClarren Financial Advisors, Inc. 9 939 4,78 1 757 175 500,00
2025-07-11 13F Kingstone Capital Partners Texas, LLC 2 164 254 336
2025-07-22 13F BridgePort Financial Solutions, LLC 5 578 −0,04 986 2,28
2025-08-13 13F American Money Management, LLC 4 423 −0,47 782 1,83
2025-08-14 13F Jane Street Group, Llc Call 54 000 65,14 9 544 68,96
2025-08-08 13F Bailard, Inc. 2 406 14,25 425 17,08
2025-08-11 13F Bellwether Advisors, LLC 112 0,00 20 0,00
2025-08-04 13F JDM Financial Group LLC 1 635 0,00 289 2,48
2025-08-14 13F Jane Street Group, Llc Put 2 100 371
2025-07-09 13F Market Street Wealth Management Advisors Llc 139 552 0,57 24 664 2,90
2025-07-17 13F Stockman Wealth Management, Inc. 0 −100,00 0
2025-08-11 13F Great Lakes Advisors, Llc 24 624 1,41 4 352 3,87
2025-07-11 13F Financial Advisory Corp 216 961 −0,02 38 346 2,30
2025-08-08 13F Francis Financial, Inc. 19 059 3 372
2025-07-11 13F Wealth Management Partners, LLC 6 639 1,36 1 183 4,60
2025-08-06 13F Hoxton Planning & Management, LLC 7 470 −2,49 1 320 −0,23
2025-08-11 13F GW&K Investment Management, LLC 259 0
2025-07-22 13F Beacon Financial Advisory LLC 19 155 7,33 3 385 9,83
2025-08-12 13F Allen Capital Group, LLC 3 335 6,82 589 9,28
2025-08-11 13F Amara Financial, Llc. 17 312 −0,08 3 060 2,24
2025-07-30 13F White Lighthouse Investment Management Inc. 119 660 7,35 21 149 9,83
2025-08-13 13F My Purposeful Wealth Corp. 31 344 1,93 5 549 4,44
2025-08-14 13F Fiduciary Trust Co 12 053 33,43 2 130 36,54
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 1 690 0,00 300 3,09
2025-07-22 13F HFM Investment Advisors, LLC 41 0,00 7 0,00
2025-07-11 13F Pinnacle Bancorp, Inc. 6 556 7,63 1 159 10,08
2025-08-12 13F Howe & Rusling Inc 5 010 −3,13 885 −0,90
2025-07-22 13F Carolina Wealth Advisors, LLC 10 0,00 2 0,00
2025-08-12 13F Weitzel Financial Services, Inc. 18 221 −4,32 3 235 1,83
2025-06-27 NP DSCF - Discipline Fund ETF 28 394 7,84 4 727 1,61
2025-07-14 13F Gries Financial Llc 3 041 14,54 537 17,25
2025-08-08 13F Creative Planning 699 001 1,50 123 541 3,85
2025-07-24 13F Ashford Advisors, LLC 1 361 −68,30 771 3,91
2025-05-07 13F American Asset Management Inc. 0 −100,00 0
2025-08-04 13F Balentine LLC 570 898 −13,84 100 901 −11,84
2025-08-11 13F Morling Financial Advisors, LLC 1 −99,89 0 −100,00
2025-07-23 13F Stephen J. Garry & Associates, Llc 28 619 −7,04 5 058 −4,89
2025-07-09 13F Affinity Capital Advisors, LLC 264 247 2,20 46 703 11,62
2025-07-31 13F FSM Wealth Advisors, LLC 2 536 78,47 452 84,08
2025-05-09 13F Delta Financial Group, Inc. 50 390 4,72 9 0,00
2025-07-21 13F Crews Bank & Trust 9 777 −0,33 1 728 1,95
2025-08-05 13F Continuum Wealth Advisors, Llc 4 820 −7,66 852 −5,55
2025-07-09 13F Christopher J. Hasenberg, Inc 73 650 47 724,68 13 017 49 961,54
2025-08-12 13F Ameritas Investment Partners, Inc. 1 855 −7,89 328 −5,76
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-07-16 13F Crowley Wealth Management, Inc. 457 0,00 81 2,56
2025-07-18 13F Philip James Wealth Mangement, LLC 2 196 0,00 388 2,37
2025-08-15 13F Northeast Financial Consultants Inc 56 130 −4,07 9 920 −1,85
2025-08-06 13F Golden State Wealth Management, LLC 5 569 1,68 984 4,02
2025-07-23 13F Mainsail Asset Management, Llc 200 977 1,55 35 521 3,90
2025-07-11 13F Seacrest Wealth Management, Llc 16 480 −2,70 2 913 −0,44
2025-07-17 13F Dopkins Wealth Management, Llc 0 −100,00 0
2025-07-17 13F Wolff Wiese Magana Llc 612 0,00 108 2,86
2025-07-23 13F L.K. Benson & Company, P.C. 18 277 −1,26 3 230 1,03
2025-04-09 13F Compass Investment Advisers LLC 25 379 4 297
2025-07-24 13F Capital Advisors, Ltd. LLC 31 510 0,65 6 0,00
2025-08-13 13F River Wealth Advisors LLC 4 928 54,34 871 57,89
2025-08-05 13F Seelaus Asset Management LLC 1 902 0,00 336 2,44
2025-08-19 13F Anchor Investment Management, LLC 16 423 7,07 2 903 9,55
2025-05-16 13F Coordinated Financial Services, Inc./CO 2 866 7,66 495 16,20
2025-07-11 13F Cypress Financial Planning Llc 1 215 0,00 215 2,39
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 62 196 −18,76 10 993 −16,88
2025-07-18 13F First United Bank Trust/ 88 023 9,31 15 557 11,84
2025-07-17 13F Venture Visionary Partners LLC 118 740 −0,31 20 986 2,00
2025-08-12 13F Retirement Planning Co of New England, Inc. 1 997 3,96 353 6,34
2025-07-25 13F Sequoia Financial Advisors, LLC 679 337 −7,02 120 066 −4,86
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 177 215 −1,62 31 321 0,66
2025-08-05 13F NewSquare Capital LLC 2 439 0,00 431 2,38
2025-07-28 13F Duncker Streett & Co Inc 1 370 −2,84 242 −0,41
2025-07-09 13F Sandbox Financial Partners, LLC 62 864 0,40 11 111 2,73
2025-08-12 13F Private Management Group Inc 3 974 19,41 702 22,30
2025-07-09 13F Westbourne Investments, Inc. 1 180 1,72 209 4,00
2025-08-13 13F Bank Of Nova Scotia 0 −100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 358 585 19,48 63 23,53
2025-08-13 13F Holos Integrated Wealth LLC 4 003 0,00 712 3,04
2025-07-11 13F Rockwood Wealth Management, LLC 5 943 −0,37 1 050 1,94
2025-07-28 13F Patten & Patten Inc/tn 2 612 0,00 462 2,22
2025-08-04 13F UNIVEST FINANCIAL Corp 43 832 6,56 7 747 9,02
2025-08-08 13F Your Advocates Ltd., LLP 155 0,00 27 3,85
2025-08-13 13F Gateway Wealth Partners, LLC 30 700 5,16 5 426 7,60
2025-07-31 13F Conservest Capital Advisors, Inc. 4 569 0,00 808 2,28
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 14 900 0,00 2 633 2,33
2025-08-12 13F J.w. Cole Advisors, Inc. 207 886 119,99 36 742 125,09
2025-07-23 13F Austin Asset Management Co Inc 3 431 −1,92 606 0,33
2025-05-29 NP SIRAX - Sierra Tactical All Asset Fund Class A 39 800 0,00 6 875 2,03
2025-08-19 13F Wealth Group, Ltd. 0 −100,00 0
2025-07-18 13F Heritage Financial Services, LLC 4 006 33,00 708 35,96
2025-07-23 13F Arcadia Investment Advisors Llc 718 132,36 127 137,74
2025-07-23 13F HTG Investment Advisors, Inc. 58 088 5,89 10 267 8,35
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-07-22 13F Belpointe Asset Management LLC 28 331 4,27 5 007 6,71
2025-08-08 13F Petix & Botte Co 4 894 −19,32 865 −17,48
2025-08-12 13F Forum Private Client Group LLC 1 255 −4,49 222 −2,21
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 21 649 −0,02 3 826 2,30
2025-08-14 13F Ancora Advisors, LLC 39 265 0,12 6 940 2,44
2025-06-30 NP Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R 40 361 12,15 6 719 5,68
2025-08-04 13F Impact Partnership Wealth, LLC 126 519 11,46 22 361 14,04
2025-08-11 13F Goodman Financial Corp 21 270 3 759
2025-04-18 13F Financial Partners Group, LLC 0 −100,00 0 −100,00
2025-08-14 13F Vista Private Wealth Partners. LLC 1 817 −1,20 321 1,26
2025-08-13 13F Trustmark National Bank Trust Department 299 061 2,82 52 856 5,20
2025-07-02 13F Helen Stephens Group, LLC 5 763 −2,24 1 019 0,00
2025-08-14 13F Hirtle Callaghan & Co LLC 309 911 −1,76 54 774 0,51
2025-07-09 13F Reyes Financial Architecture, Inc. 0 −100,00 0
2025-07-30 13F Ardent Capital Management, Inc. 6 315 0,00 1 116 2,39
2025-07-15 13F Sheets Smith Wealth Management 18 667 0,00 3 299 2,33
2025-07-07 13F Schulz Wealth, LTD. 1 862 329
2025-07-28 13F Davidson Trust Co 24 986 13,07 4 416 15,67
2025-08-04 13F IFG Advisory, LLC 75 294 −0,71 13 308 1,59
2025-08-06 13F SOUTH STATE Corp 123 819 −19,02 21 884 −17,14
2025-07-16 13F Perigon Wealth Management, LLC 68 728 15,41 12 147 18,09
2025-08-13 13F Arjuna Capital 98 0,00 17 6,25
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-08-04 13F McMill Wealth Management 11 618 0,00 2 047 2,04
2025-07-10 13F Kmg Fiduciary Partners, Llc 14 035 0,00 2 481 2,31
2025-08-08 13F King Wealth 29 567 39,44 5 66,67
2025-07-29 13F TFC Financial Management 5 011 −7,36 888 −4,93
2025-07-01 13F Harbor Investment Advisory, Llc 54 105 22,85 9 562 25,70
2025-08-01 13F Penobscot Wealth Management 4 221 746
2025-07-16 13F Embree Financial Group 8 695 0,00 1 537 2,33
2025-08-12 13F SRS Capital Advisors, Inc. 276 615 1,05 62 635 32,45
2025-04-15 13F Corrigan Financial, Inc. 42 636 −1,97 7 365 0,01
2025-07-30 13F First Citizens Bank & Trust Co 2 317 6,82 410 9,36
2025-07-08 13F Cultivar Capital, Inc. 1 944 0,00 344 2,39
2025-07-30 13F Bleakley Financial Group, LLC 547 395 3,97 96 747 6,38
2025-07-09 13F Alesco Advisors Llc 5 670 0,00 1 002 2,35
2025-08-06 13F Richard Bernstein Advisors LLC 1 747 771 −4,06 308 905 −1,83
2025-08-26 13F/A Thrivent Financial For Lutherans 622 416 91,50 110 96,43
2025-08-12 13F BlueStem Wealth Partners, LLC 99 699 23,88 17 621 26,74
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 1 254 222
2025-08-12 13F Argent Trust Co 30 642 0,40 5 416 2,73
2025-05-16 13F Logan Capital Management Inc 0 −100,00 0
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 4 733 0,19 837 2,45
2025-04-30 13F J Hagan Capital, Inc. 2 285 387
2025-08-07 13F Donaldson Capital Management, Llc 0 −100,00 0
2025-07-23 13F Lansing Street Advisors 47 571 3,76 8 453 6,74
2025-07-24 13F Baldwin Brothers Inc/ma 1 690 0,00 299 2,41
2025-07-30 13F Rothschild Capital Partners, LLC 4 639 3,48 820 5,81
2025-07-23 13F Peak Financial Management, Inc. 5 720 −0,31 1 011 2,02
2025-05-09 13F Washington Growth Strategies Llc 0 −100,00 0
2025-07-25 13F Quantum Financial Planning Services, Inc. 1 307 −36,27 231 −35,03
2025-07-29 13F Aspiriant, Llc 104 063 18,44 18 392 21,19
2025-08-07 13F Sollinda Capital Management LLC 7 202 1 273
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-01 13F Unconventional Investor, LLC 5 891 −0,17 1 041 2,16
2025-08-08 13F Thrive Capital Management, LLC 34 519 6 101
2025-07-25 13F Lion Street Advisors, LLC 7 940 −25,62 1 403 −23,92
2025-07-24 13F Drucker Wealth 3.0, LLC 48 299 −0,45 8 609 2,72
2025-08-11 13F TAGStone Capital, Inc. 19 195 25,42 3 417 170 700,00
2025-07-15 13F Ballentine Partners, LLC 41 679 34,38 7 366 37,50
2025-08-13 13F Fisher Asset Management, LLC 10 905 53,05 1 928 56,67
2025-07-15 13F Fortitude Family Office, LLC 3 1
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 442 825 −1,56 78 265 0,72
2025-08-07 13F Everhart Financial Group, Inc. 685 866 10,77 121 220 13,33
2025-07-18 13F Swp Financial Llc 78 409 3,42 13 858 5,82
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 −100,00 0
2025-07-16 13F Signaturefd, Llc 363 735 8,35 64 286 10,86
2025-07-17 13F/A Capital Investment Advisors, LLC 10 403 4,21 1 839 6,61
2025-07-23 13F Drake & Associates, LLC 1 698 −17,93 300 −15,97
2025-08-04 13F Kovack Advisors, Inc. 39 615 2,30 7 001 4,68
2025-08-05 13F Westside Investment Management, Inc. 1 122 0,00 199 3,11
2025-07-09 13F Catalyst Private Wealth, Llc 25 557 −14,56 4 517 −12,58
2025-08-08 13F Crossmark Global Holdings, Inc. 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 592 046 −10,25 104 639 −8,17
2025-08-13 13F Grove Street Fiduciary, LLC 4 149 −3,47 733 −1,21
2025-08-14 13F Becker Capital Management Inc 11 963 0,72 2 126 3,61
2025-06-03 13F Invst, LLC 10 491 −39,97 1 812 −38,74
2025-08-07 13F Fidelis Capital Partners, LLC 6 524 −2,09 1 155 5,20
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 21 171 −0,62 3 742 1,66
2025-07-23 13F Madden Advisory Services, Inc. 73 816 −0,14 13 046 2,17
2025-04-11 13F Safeguard Financial, LLC 668 612 2,36 115 496 4,44
2025-07-16 13F MontVue Capital Management, Inc. 1 194 0,00 211 2,43
2025-04-22 13F Nilsine Partners, LLC 0 −100,00 0
2025-07-30 13F Retirement Planning Group 137 517 −0,03 24 305 2,28
2025-08-14 13F Riggs Asset Managment Co. Inc. 104 −77,63 18 −77,50
2025-07-17 13F Beacon Capital Management, LLC 2 773 −46,32 490 −45,07
2025-07-29 13F Werba Rubin Papier Wealth Management 56 841 8,42 10 046 10,93
2025-07-21 13F Old Second National Bank Of Aurora 4 664 0,00 824 2,36
2025-07-22 13F Mascoma Wealth Management LLC 107 0,00 19 0,00
2025-08-04 13F Continental Investors Services, Inc. 2 620 4,59 463 6,94
2025-08-14 13F Glen Eagle Advisors, LLC 3 778 −0,05 668 2,30
2025-07-23 13F Hemenway Trust Co LLC 1 500 0,00 265 2,32
2025-08-14 13F Stifel Financial Corp 1 551 304 3,87 274 178 6,28
2025-07-08 13F Next Level Private LLC 12 315 1,13 2 177 3,47
2025-07-18 13F Northstar Group, Inc. 52 837 0,11 9 338 2,42
2025-08-14 13F Obsidian Personal Planning Solutions LLC 81 641 1,55 14 429 7,81
2025-07-11 13F Annex Advisory Services, LLC 1 491 −56,13 264 −55,20
2025-08-07 13F Nwam Llc 67 161 −62,91 12 002 −61,63
2025-07-31 13F 180 Wealth Advisors, Llc 3 777 15,97 668 18,68
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 2 688 0,00 475 2,37
2025-05-09 13F Prime Buchholz LLC 0 −100,00 0
2025-08-13 13F Icapital Wealth Llc 1 446 4,33 256 6,69
2025-08-08 13F Bouchey Financial Group Ltd 4 046 0,00 716 2,58
2025-08-14 13F DecisionPoint Financial, LLC 36 0,00 6 0,00
2025-08-13 13F Dana Investment Advisors, Inc. 35 583 590,26 6 289 606,63
2025-08-14 13F Smartleaf Asset Management LLC 26 989 22,99 4 768 27,21
2025-08-14 13F Keebeck Wealth Management, LLC 15 350 −0,08 2 728 2,79
2025-07-18 13F Trilogy Capital Inc. 3 090 −3,56 546 −1,27
2025-07-29 13F JTC Employer Solutions Trusteee Ltd 1 280 0,00 0
2025-07-11 13F Marshall & Sullivan Inc /wa/ 317 56
2025-07-28 13F Twin Tree Management, LP Call 12 400 0,00 2 192 2,34
2025-08-07 13F Sierra Ocean, Llc 3 180 0,00 562 2,37
2025-08-12 13F Accredited Wealth Management, LLC 50 0,00 9 0,00
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 32 572 0,59 5 757 2,91
2025-08-13 13F Allegheny Financial Group LTD 5 083 17,01 899 19,73
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 1 546 7,51 273 10,08
2025-08-14 13F Talon Private Wealth, LLC 14 309 0,67 2 529 2,80
2025-07-23 13F Stonegate Investment Group, LLC 21 515 5,55 3 803 7,98
2025-08-11 13F Strategic Wealth Partners, Ltd. 2 508 −25,78 443 −26,17
2025-08-26 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 34 558 6,21 6 108 8,67
2025-07-29 13F Activest Wealth Management 140 2 700,00 25
2025-08-13 13F American Investment Services, Inc. 59 221 −4,58 10 467 −2,37
2025-08-13 13F Tobias Financial Advisors, Inc. 21 285 −0,12 3 762 2,17
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 349 987 19,56 61 857 22,33
2025-08-07 13F/A Joseph Group Capital Management 180 32
2025-07-31 13F Pullen Investment Management, LLC 1 583 0,00 280 2,20
2025-07-22 13F Dougherty Wealth Advisers LLC 198 689 −8,24 35 116 −6,11
2025-07-29 13F Kelman-Lazarov, Inc. 7 920 0,00 1 400 2,27
2025-07-25 13F Keener Financial Planning LLC 5 812 32,36 1
2025-08-15 13F Lantern Wealth Advisors, LLC 266 9,02 417 0,97
2025-07-23 13F Ami Investment Management Inc 27 107 7,98 4 791 10,47
2025-07-15 13F BCS Wealth Management 29 414 5,71 5 25,00
2025-07-28 13F Private Wealth Asset Management, LLC 25 906 −4,16 4 579 −1,95
2025-08-07 13F Birchcreek Wealth Management, LLC 23 198 −1,94 4 100 0,34
2025-08-12 13F Peachtree Investment Partners, LLC 426 −48,43 75 −47,18
2025-07-31 13F Alamar Capital Management, LLC 21 903 28,07 3 892 31,75
2025-08-12 13F Waddell & Associates, Llc 22 810 30,31 4 031 33,34
2025-07-24 13F Us Bancorp \de\ 884 249 −0,89 156 282 1,41
2025-08-05 13F Castlekeep Investment Advisors Llc 0 −100,00 0
2025-08-13 13F Jackson Creek Investment Advisors LLC 1 680 −0,53 0
2025-07-14 13F Argentarii, LLC 2 530 5,42 447 7,97
2025-07-15 13F Northside Capital Management, LLC 1 200 0,00 212 2,42
2025-08-04 13F Partners in Financial Planning 300 550 −1,22 53 119 1,07
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-07-22 13F Accel Wealth Management 37 809 0,30 6 682 2,63
2025-07-22 13F Berger Financial Group, Inc 78 932 0,03 13 950 2,35
2025-08-07 13F Rathbone Brothers plc 6 550 11,02 1 158 13,54
2025-07-09 13F Wolff Financial Management Llc 8 128 −2,08 1 0,00
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-07-22 13F Hickory Asset Management, Inc. 23 854 −0,23 4 216 2,08
2025-07-24 13F Bryant Woods Investment Advisors, LLC 2 475 0,00 437 2,34
2025-09-19 13F Canal Capital Management, LLC 1 312 2,90 232 5,00
2025-07-17 13F Summit Financial Strategies, Inc. 8 358 1,42 1 477 3,79
2025-08-14 13F Pecaut & Co. 6 027 18,95 1 065 21,71
2025-08-08 13F POM Investment Strategies, LLC 11 0,00 2 0,00
2025-08-06 13F Forbes Financial Planning, Inc. 34 424 −13,50 6 084 −11,49
2025-08-14 13F Note Advisors, LLC 2 218 −40,46 392 −39,04
2025-07-14 13F Chapin Davis, Inc. 2 013 0,00 356 2,31
2025-07-30 13F Cullen/frost Bankers, Inc. 2 702 −38,47 477 −37,07
2025-08-07 13F Americana Partners, LLC 66 149 0,02 11 691 2,34
2025-08-05 13F Sigma Planning Corp 69 937 −6,94 12 364 −4,76
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 928 0,22 164 2,52
2025-08-13 13F Millington Financial Advisors, LLC 9 594 −14,07 1 732 −4,10
2025-08-14 13F LifePlan Investment Advisors, Inc. 26 300 20,84 4 648 23,65
2025-08-06 13F Stonebridge Financial Planning Group, LLC 3 135 9,42 554 12,15
2025-08-08 13F Capital Investment Counsel, Inc 1 317 −5,79 233 −3,73
2025-08-29 NP JSPCX - Janus Henderson Global Allocation Fund - Conservative Class T 16 537 −0,97 2 923 1,32
2025-08-05 13F Fourth Dimension Wealth, LLC 23 838 −27,06 4 213 −25,37
2025-08-05 13F Huntington National Bank 10 337 6,27
2025-08-15 13F Morgan Stanley 32 675 343 1,74 5 775 040 4,10
2025-07-18 13F Marino, Stram & Associates Llc 171 444 2,94 30 301 5,32
2025-08-12 13F AIMZ Investment Advisors, LLC 9 610 −7,99 1 699 −5,88
2025-04-22 13F Mendota Financial Group, LLC 0 −100,00 0
2025-07-16 13F Formidable Asset Management, LLC 1 202 0,00 208 0,00
2025-07-30 13F Paul Damon & Associates, Inc. 1 350 0,00 239 2,15
2025-08-06 13F Vantage Financial Partners, LLC 5 315 2,23 939 4,57
2025-05-20 13F Blue Rock Wealth Management LLC 2 135 0,57 369 2,51
2025-07-24 13F True Link Financial Advisors, LLC 12 857 −5,23 2 272 −3,03
2025-08-13 13F Orleans Capital Management Corp/la 1 140 201
2025-07-31 13F Buckingham Strategic Partners 96 736 −4,02 17 097 −1,79
2025-08-28 13F Stark Wealth Management LLC 1 378 244
2025-08-13 13F Solidarilty Wealth, LLC 2 293 0,00 407 2,78
2025-07-22 13F Journey Beyond Wealth, LLC 36 219 7,10 6 401 9,59
2025-07-29 13F Signature Estate & Investment Advisors Llc 306 056 0,93 54 092 3,26
2025-08-11 13F Atlantic Private Wealth, LLC 422 0,00 75 2,78
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 5 618 −2,24 993 0,00
2025-09-05 13F/A Prospera Capital Management, LLC 17 798 5,05 3 163 8,07
2025-08-14 13F Financial Engines Advisors L.L.C. 255 944 38,18 45 236 41,39
2025-08-12 13F Integrated Advisors Network LLC 9 300 2,00 1 644 4,32
2025-07-31 13F Oak Harbor Wealth Partners, Llc 2 165 498,07 383 516,13
2025-07-08 13F Northstar Advisory Group, LLC 4 564 −1,21 807 1,00
2025-09-04 13F ZynergyRetirementPlanningLLC 2 643 −2,04 467 2,41
2025-08-08 13F Kingsview Wealth Management, LLC 48 705 −2,51 8 608 −0,25
2025-08-12 13F PKS Advisory Services, LLC 5 242 −0,51 930 3,45
2025-08-14 13F Helium Advisors LLC 8 067 −0,15 1 426 2,15
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 1 825 23,81 323 26,77
2025-08-08 13F Wealth Quarterback LLC 2 200 −12,63 389 −10,60
2025-07-16 13F GenWealth Group, Inc. 11 863 14,80 2 097 17,42
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 2 086 36,43 371 40,15
2025-07-30 13F Forum Financial Management, LP 8 129 −6,24 1 437 −4,07
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 17 130 14,84 3 028 17,51
2025-07-14 13F Main Line Retirement Advisors, LLC 53 201 10,47 9 403 13,02
2025-08-12 13F Waterloo Capital, L.P. 0 −100,00 0
2025-08-06 13F Van Cleef Asset Management,Inc 1 900 0,00 336 2,13
2025-07-18 13F Magnolia Private Wealth, LLC 6 704 −2,97 1 185 −0,75
2025-08-14 13F/A Skopos Labs, Inc. 3 647 7,11 645 9,52
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 38 842 −2,16 6 865 0,10
2025-07-24 13F Gilliland Jeter Wealth Management LLC 15 402 0,00 2 722 2,33
2025-08-08 13F Laurel Wealth Planning LLC 1 210 0,00 214 1,91
2025-08-18 13F Pacific Center for Financial Services 343 0,00 61 1,69
2025-07-07 13F Kings Path Partners LLC 619 0,00 109 2,83
2025-07-30 13F Studio Investment Management Llc 160 148 −1,07 28 459 1,77
2025-08-13 13F Kuhn & Co Investment Counsel 24 409 17,29 4 314 20,03
2025-08-07 13F Winthrop Capital Management, LLC 30 201 −7,27 5 0,00
2025-08-19 13F Newbridge Financial Services Group, Inc. 1 756 7,33 310 9,93
2025-07-28 13F Nadler Financial Group, Inc. 464 852 1,48 82 158 3,84
2025-07-29 13F Financial Futures Ltd Liability Co. 1 336 11,15 236 14,01
2025-07-17 13F Northwest Wealth Management, Llc 15 982 −1,76 2 825 0,50
2025-07-17 13F Applied Capital LLC 2 062 0,00 364 2,25
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 656 0,00 116 1,77
2025-07-23 13F Elevate Wealth Advisory, Inc 294 0,00 52 4,00
2025-07-14 13F AdvisorNet Financial, Inc 17 989 −1,96 3 179 0,32
2025-07-21 13F Triad Wealth Partners, LLC 2 303 407
2025-08-05 13F Cherry Tree Wealth Management, LLC 97 089 −1,40 17 159 0,88
2025-07-09 13F Emprise Bank 0 −100,00 0
2025-07-18 13F Arcadia Wealth Management, LLC 131 989 10,37 23 328 12,93
2025-05-28 NP TFAGX - TFA AlphaGen Growth Fund Class I 1 410 0,00 244 2,10
2025-07-28 13F Stegner Investment Associates Inc. 1 507 −7,20 266 −5,00
2025-07-29 13F Wingate Wealth Advisors, Inc. 8 420 35,44 1 488 38,68
2025-08-13 13F Ofc Financial Planning, Llc 5 388 0,22 952 2,59
2025-07-14 13F Caitlin John, LLC 5 303 −11,32 937 −9,21
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 119 493 −1,84 21 119 0,43
2025-07-22 13F Windward Private Wealth Management Inc. 31 429 −0,90 5 555 1,39
2025-08-08 13F Brickley Wealth Management 640 266 0,42 113 161 2,75
2025-08-12 13F Laurel Wealth Advisors LLC 363 378 30 030,85 2 −99,04
2025-07-16 13F Jentner Corp 1 526 0,00 270 2,28
2025-08-14 13F Wealth Preservation Advisors, LLC 25 666 1,51 4 536 3,87
2025-08-13 13F Nicolet Bankshares Inc 19 308 −0,45 3 412 1,85
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 8 251 0,00 1 458 2,32
2025-08-06 13F Wsfs Capital Management, Llc 23 735 −8,38 4 195 −6,26
2025-08-13 13F Transce3nd, LLC 4 460 9,80 788 12,41
2025-07-30 13F D.a. Davidson & Co. 5 309 040 2,40 938 320 4,77
2025-08-07 13F Apeiron RIA LLC 14 452 −2,57 2 554 −0,31
2025-07-31 13F Sage Mountain Advisors LLC 19 918 9,63 3 520 12,17
2025-08-14 13F Fairview Capital Investment Management, Llc 2 272 0,00 402 2,30
2025-08-14 13F Waterford Advisors, LLC 3 709 −97,37 25 552 4,88
2025-08-07 13F Midwest Trust Co 39 974 7 065
2025-08-08 13F Austin Wealth Management, LLC 2 343 −0,34 415 6,70
2025-07-24 13F Bernard Wealth Management Corp. 642 −47,55 113 −46,45
2025-08-14 13F TT Capital Management LLC 12 202 2 065
2025-08-12 13F Charles Schwab Investment Management Inc 3 354 −99,79 593 −99,78
2025-08-13 13F Proactive Wealth Strategies LLC 1 568 −5,03 0
2025-08-19 13F Asset Dedication, LLC 14 164 13,00 2 503 15,61
2025-07-15 13F GSB Wealth Management, LLC 35 152 −1,62 6 213 0,65
2025-07-31 13F Brighton Jones Llc 40 593 −5,41 7 174 −3,22
2025-08-12 13F Pathstone Holdings, LLC 43 480 −31,82 7 685 −30,20
2025-07-11 13F Capital Advantage, Inc. 1 842 −4,16 325 0,00
2025-04-29 13F Mills Wealth Advisors LLC 0 −100,00 0
2025-07-14 13F Narus Financial Partners, LLC 14 975 5,76 2 647 8,22
2025-07-25 13F GFS Advisors, LLC 20 585 −5,64 3 638 −3,45
2025-09-22 13F GatePass Capital, LLC 2 825 21,98 499 24,75
2025-08-15 13F High Falls Advisors, Inc 1 132 200
2025-07-10 13F Security National Bank 865 −25,30 153 −24,00
2025-08-14 13F NCM Capital Management, LLC 3 927 −0,63 694 1,76
2025-08-13 13F EverSource Wealth Advisors, LLC 325 725 4,40 57 569 6,82
2025-07-09 13F Byrne Asset Management LLC 175 0,00 31 0,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 3 780 675 12,56 668 197 15,17
2025-04-15 13F Noble Wealth Management PBC 825 0,00 143 2,16
2025-07-23 13F Woodside Wealth Management LLC 7 888 0,46 1 394 2,80
2025-08-11 13F Slagle Financial, LLC 1 402 −31,78 248 −30,42
2025-08-08 13F L & S Advisors Inc 1 450 256
2025-08-12 13F Financial Advocates Investment Management 7 020 −63,02 1 241 −62,18
2025-04-29 13F Financial Network Wealth Management LLC 5 054 −0,88 1
2025-08-11 13F FineMark National Bank & Trust 12 156 72,45 2 148 76,50
2025-07-09 13F Channel Wealth Llc 1 384 −0,14 245 2,09
2025-07-28 13F Bridges Investment Management Inc 11 679 1,38 2 064 3,77
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 6 433 3,31 1 137 5,77
2025-07-29 13F Stratos Wealth Partners, LTD. 124 364 13,07 21 980 15,68
2025-08-14 13F Quantinno Capital Management LP 63 010 49,27 11 137 52,72
2025-07-28 13F Aries Wealth Management 31 937 −2,43 5 645 −0,18
2025-07-28 13F Founders Grove Wealth Partners, Llc 43 889 6,32 7 757 8,78
2025-08-11 13F Angeles Investment Advisors, LLC 30 480 −76,91 5 387 −76,37
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 10 238 −1,93 1 810 5,73
2025-07-15 13F Garrett Investment Advisors LLC 72 328 4,19 12 783 6,60
2025-07-30 13F Arbor Investment Advisors, LLC 10 863 7,93 1 920 10,41
2025-07-31 13F Leavell Investment Management, Inc. 10 746 −43,06 1 910 −41,42
2025-08-12 13F PSI Advisors, LLC 1 994 28,73 352 31,84
2025-07-22 13F Powell Investment Advisors, LLC 973 173
2025-08-08 13F Tortoise Investment Management, LLC 83 336 4,35 14 729 6,77
2025-08-13 13F Capital International Investors 1 726 −56,00 305 −54,63
2025-08-08 13F Wiser Advisor Group LLC 11 014 −6,59 1 947 −4,42
2025-08-14 13F Balanced Rock Investment Advisor 3 603 22,47 637 25,20
2025-08-12 13F WealthTrak Capital Management LLC 12 710 −0,63 2 246 1,67
2025-08-14 13F Modern Wealth Management, LLC 166 814 3 535,08 29 483 3 622,47
2025-07-25 13F Allspring Global Investments Holdings, LLC 4 472 213,60 799 225,71
2025-08-14 13F Aprio Wealth Management, LLC 2 930 0,55 518 2,78
2025-08-14 13F Financial Advisors Network, Inc. 190 127 7,63 33 603 10,12
2025-07-24 13F Morton Brown Family Wealth, LLC 265 0,00 47 2,22
2025-07-07 13F O'Connor Financial Group LLC 5 091 14,15 915 18,70
2025-08-04 13F Noesis Capital Mangement Corp 5 838 −6,04 1 032 −3,91
2025-08-06 13F Spurstone Advisory Services, LLC 19 0,00 3 0,00
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 3 158 −66,17 558 −65,38
2025-07-28 13F Verisail Partners, LLC 2 153 0,00 381 2,43
2025-08-12 13F Fortis Capital Management LLC 2 369 0,00 419 2,20
2025-07-21 13F Financial Services Advisory Inc 17 297 3 057
2025-05-15 13F One Wealth Capital Management, Llc 0 −100,00 0
2025-08-07 13F Samalin Investment Counsel, LLC 3 330 41,46 589 44,83
2025-08-14 13F IHT Wealth Management, LLC 71 343 38,91 12 609 42,12
2025-07-28 13F Cypress Wealth Services, LLC 3 628 −3,46 641 −1,23
2025-08-06 13F Carnegie Lake Advisors LLC 1 593 0,00 0
2025-07-17 13F New Perspectives, Inc 1 761 0,00 311 2,30
2025-08-12 13F Holderness Investments Co 1 357 −36,53 240 −35,23
2025-08-12 13F Seeds Investor Llc 20 749 −7,49 3 667 −5,34
2025-07-15 13F Gpwm Llc 49 606 1,51 8 767 3,86
2025-07-16 13F Magnus Financial Group LLC 21 135 −0,91 3 735 1,38
2025-07-29 13F APCM Wealth Management for Individuals 5 076 −5,09 897 −2,82
2025-08-05 13F Ellevest, Inc. 56 001 −81,99 9 898 −81,57
2025-07-30 13F MEMBERS Trust Co 1 507 196 −7,36 266 382 −5,22
2025-08-06 13F Excalibur Management Corp 1 352 0,00 239 2,15
2025-07-22 13F Red Door Wealth Management, LLC 3 461 0,41 612 2,69
2025-07-09 13F Keystone Wealth Services, LLC 9 182 −28,27 1 623 −26,61
2025-08-06 13F Kcm Investment Advisors Llc 0 −100,00 0
2025-07-08 13F Ptm Wealth Management, Llc 1 600 0,31 287 17,14
2025-07-21 13F Matauro, Llc 78 274 0,26 13 834 2,58
2025-08-13 13F Advocacy Wealth Management Services, LLC 6 020 0,00 1 064 2,31
2025-07-22 13F Wells Trecaso Financial Group, LLC 14 676 −8,10 2 594 −5,98
2025-08-04 13F BLB&B Advisors, LLC 52 897 −0,70 9 349 1,60
2025-05-07 13F/A Meridian Management Co 0 −100,00 0 −100,00
2025-07-23 13F Ironwood Financial, llc 6 985 0,00 1 207 0,00
2025-08-05 13F Gibraltar Capital Management, Inc. 16 773 2,83 2 964 5,22
2025-07-30 13F/A KPP Advisory Services LLC 5 238 −6,80 926 −4,64
2025-07-23 13F Country Club Bank /gfn 6 002 0,25 1 060 3,72
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-12 13F FourThought Financial Partners, LLC 1 639 1,86 290 4,33
2025-08-14 13F Cascades Capital Asset Management, LLC 916 5,77 162 8,05
2025-07-17 13F Chatham Capital Group, Inc. 7 218 0,00 1 276 2,33
2025-07-31 13F Pinnacle Wealth Management Group, Inc. 1 145 202
2025-08-08 13F WASHINGTON TRUST Co 6 353 −2,08 1 123 0,18
2025-07-24 13F IFP Advisors, Inc 116 437 100,20 20 580 104,83
2025-08-11 13F Brass Tax Wealth Management, Inc 1 247 220
2025-07-10 13F Redhawk Wealth Advisors, Inc. 2 213 14,19 391 17,07
2025-07-23 13F WoodTrust Financial Corp 0 −100,00 0
2025-07-15 13F Peddock Capital Advisors, Llc 1 695 −0,53 300 1,70
2025-07-15 13F Highland Financial Advisors, LLC 2 800 −2,54 495 −0,40
2025-08-14 13F Advisor OS, LLC 5 554 47,83 982 51,16
2025-08-12 13F Umpqua Bank 1 439 0,00 256 3,23
2025-08-14 13F First Commonwealth Financial Corp /pa/ 3 139 −47,23 555 −46,06
2025-08-11 13F One Capital Management, LLC 38 307 19,44 6 771 22,20
2025-08-13 13F Stenger Family Office, LLC 1 121 200
2025-08-13 13F Milestone Investment Advisors LLC 19 878 −0,21 3 513 2,12
2025-08-14 13F Aspen Grove Capital, LLC 15 534 −12,76 2 761 −10,27
2025-08-29 13F Total Investment Management Inc 1 526 −41,51 270 −40,22
2025-07-16 13F True North Advisors, LLC 1 441 −12,19 255 −10,25
2025-08-13 13F Keystone Financial Group 60 305 −1,03 10 659 1,27
2025-08-13 13F Level Four Advisory Services, Llc 26 212 83,48 4 633 87,76
2025-07-18 13F Wetzel Investment Advisors, Inc. 76 270 103,47 13 553 109,31
2025-07-22 13F Woodmont Investment Counsel Llc 753 725 3,33 133 213 5,72
2025-07-29 13F Barlow Wealth Partners, Inc. 2 552 0,00 456 8,57
2025-07-29 13F FLC Capital Advisors 183 799 2,67 32 485 5,05
2025-08-11 13F Brown Wealth Management, Llc 180 929 0,22 31 977 2,55
2025-07-25 13F Cwm, Llc 575 149 0,57 102 3,06
2025-08-05 13F Tiaa Trust, National Association 6 541 318 0,65 1 156 112 2,98
2025-07-25 13F MOKAN Wealth Management Inc. 11 559 10,84 2 044 13,37
2025-08-14 13F Financial Advisory Service, Inc. 3 371 −0,27 596 2,06
2025-08-13 13F Jump Financial, LLC 7 371 1 303
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 424 0,00 75 1,37
2025-08-13 13F BCJ Capital Management, LLC 1 832 −16,50 324 −14,78
2025-07-22 13F Miracle Mile Advisors, LLC 102 885 5,79 18 184 8,23
2025-07-22 13F Wealthcare Advisory Partners LLC 121 912 −10,51 21 547 −8,44
2025-07-22 13F Clarius Group, LLC 22 143 0,00 3 914 2,33
2025-07-02 13F HBW Advisory Services LLC 3 041 −10,32 537 −8,21
2025-07-15 13F MCF Advisors LLC 249 074 576,50 44 159 594,42
2025-08-14 13F Bayesian Capital Management, LP 1 984 351
2025-08-12 13F one8zero8, LLC 504 −56,29 89 −55,28
2025-07-08 13F Juncture Wealth Strategies, Llc 2 908 −4,66 514 −2,47
2025-07-09 13F Baron Wealth Management LLC 3 075 0,00 543 2,26
2025-08-28 13F/A Lavaca Capital Llc Call 300 0,00 530 939,22
2025-07-16 13F Novem Group 85 444 3,12 15 101 5,51
2025-08-07 13F Private Advisory Group LLC 1 517 2,99 268 5,51
2025-08-28 13F/A Lavaca Capital Llc 15 200 −5,59 2 686 −3,42
2025-07-31 13F Aspen Capital Management, LLC 6 656 0,54 1 176 2,89
2025-07-16 13F Kennicott Capital Management Llc 15 909 −1,60 2 812 0,68
2025-08-11 13F Shoker Investment Counsel, Inc. 1 208 0,00 214 2,40
2025-08-14 13F Lazard Asset Management Llc 2 443 11,10 0
2025-08-11 13F Blue Bell Private Wealth Management, Llc 2 798 3,44 495 5,78
2025-08-15 13F Chapman Financial Group, Llc 2 581 0,00 456 4,35
2025-09-04 13F/A Advisor Group Holdings, Inc. 2 156 130 17,69 380 691 20,24
2025-07-29 13F Balboa Wealth Partners 11 873 18,80 2 098 21,55
2025-08-07 13F Aegis Wealth Management LLC 22 379 0,00 3 866 0,00
2025-07-24 13F Ulland Investment Advisors, LLC 635 0,00 0
2025-09-09 13F NWF Advisory Services Inc. 21 684 60,74 3 832 64,46
2025-05-28 NP GVEQX - Government Street Equity Fund 9 000 0,00 1 555 2,04
2025-07-22 13F Valley National Advisers Inc 104 785 9,11 19 12,50
2025-07-17 13F Heritage Investment Group, Inc. 4 980 0,00 880 2,33
2025-07-23 13F Eagle Rock Investment Company, Llc 1 583 280
2025-08-11 13F Culbertson A N & Co Inc 23 954 1,27 4 234 3,60
2025-07-16 13F GoalFusion Wealth Management, LLC 43 040 −0,52 7 607 1,78
2025-08-13 13F Bernardo Wealth Planning LLC 10 831 −2,04 2 0,00
2025-05-15 13F Dark Forest Capital Management Lp 0 −100,00 0
2025-08-06 13F Rialto Wealth Management, LLC 1 627 0,12 288 2,50
2025-07-25 13F Libra Wealth Llc 5 398 67,59 954 71,58
2025-07-21 13F Ascent Group, LLC 64 735 −7,25 11 441 −5,10
2025-07-22 13F Red Tortoise LLC 27 049 −16,06 4 781 −14,12
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 336 601 −14,22 59 491 −12,23
2025-07-14 13F Foster Group, Inc. 1 174 792 −0,40 207 633 1,91
2025-07-30 13F Jacobsen Capital Management 185 795 1,78 32 837 4,14
2025-08-12 13F NFP Retirement, Inc. 155 835 114,69 27 542 119,67
2025-05-14 13F Monterey Private Wealth, Inc. 5 119 4,60 884 6,76
2025-07-30 13F Eqis Capital Management, Inc. 176 275 −24,86 31 155 −23,13
2025-08-08 13F Smithfield Trust Co 6 560 0,00 1 0,00
2025-07-17 13F Kavar Capital Partners Group, Llc 4 511 8,70 797 11,31
2025-07-21 13F Clarity Capital Partners LLC 7 395 −24,06 1 307 −22,35
2025-07-21 13F Ameritas Advisory Services, LLC 72 764 −19,04 12 860 −16,31
2025-08-13 13F Bare Financial Services, Inc 153 422 9,49 27 116 12,02
2025-08-05 13F Telos Capital Management, Inc. 1 439 23,63 254 26,37
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 2 188 0,00 387 1,58
2025-08-06 13F Decker Retirement Planning Inc. 23 −90,94 4 −90,70
2025-08-11 13F PFG Private Wealth Management, LLC 0 −100,00 0
2025-08-11 13F HHM Wealth Advisors, LLC 1 808 173,94 320 179,82
2025-08-12 13F Fairscale Capital, LLC 4 991 16,04 884 19,00
2025-08-14 13F Navigoe, LLC 45 0,00 0
2025-08-13 13F Ally Invest Advisors Inc. 7 122 5,42 1 259 7,89
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-28 13F Curated Wealth Partners LLC 8 506 0,00 1 503 2,31
2025-07-16 13F Leading Edge Financial Planning LLC 2 897 −7,53 512 −5,36
2025-08-13 13F Crescent Grove Advisors, LLC 6 149 17,89 1 093 21,20
2025-07-29 13F Rodgers & Associates, LTD 412 041 3,39 72 824 5,79
2025-07-28 13F 5th Street Advisors, LLC 68 473 −2,78 12 102 −0,53
2025-08-14 13F Monetary Management Group Inc 132 23
2025-08-06 13F Atlas Legacy Advisors, LLC 9 706 34,54 1 715 36,65
2025-07-17 13F G&S Capital LLC 58 983 −0,92 10 425 1,38
2025-08-14 13F Sterling Wealth Management, Inc. 1 908 −19,49 337 −15,96
2025-08-08 13F Advisors Capital Management, LLC 309 076 15,78 54 626 18,47
2025-08-14 13F Arete Wealth Advisors, LLC 25 825 28,70 5 33,33
2025-08-04 13F Amplius Wealth Advisors, LLC 12 532 −7,60 2 215 −5,47
2025-08-15 13F Resources Management Corp /ct/ /adv 416 0,00 0
2025-07-16 13F Tru Independence Asset Management 2, Llc 0 −100,00 0
2025-08-11 13F Compass Capital Corp /ma/ /adv 6 893 −12,19 1 224 −5,99
2025-07-14 13F Hoey Investments, Inc 944 −1,15 167 1,22
2025-08-11 13F Brown Brothers Harriman & Co 3 719 −2,03 657 0,31
2025-07-28 13F WealthPLAN Partners, LLC 1 592 −28,99 281 −27,39
2025-07-18 13F Bartlett & Co. Wealth Management Llc 6 095 186,96 1 083 195,90
2025-07-24 13F McKinley Carter Wealth Services, Inc. 10 113 0,00 1 787 2,35
2025-07-24 13F Eastern Bank 1 454 −45,42 257 −44,35
2025-08-08 13F VeraBank, N.A. 14 536 39,10 2 569 42,33
2025-08-13 13F Quest Investment Management Llc 135 105 1,06 23 878 3,40
2025-07-10 13F Aua Capital Management, Llc 16 168 19,91 2 858 22,67
2025-08-12 13F Zacks Investment Management 5 010 −9,22 886 −7,14
2025-08-13 13F M&t Bank Corp 301 395 1,46 53 269 3,81
2025-08-08 13F Larson Financial Group LLC 11 913 −10,49 2 105 −8,44
2025-08-14 13F Stage Harbor Financial, Llc 16 043 −2,49 2 836 −0,21
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 1 219 952 −1,64 215 614 0,63
2025-07-29 13F Foster & Motley Inc 5 683 0,16 1
2025-08-06 13F Atlantic Union Bankshares Corp 14 686 273,88 2 596 282,74
2025-07-18 13F Provident Wealth Management, LLC 639 0,00 113 1,82
2025-07-15 13F Maseco Llp 8 010 1 415
2025-07-14 13F Cathy Pareto & Associates, Inc 3 248 −6,42 574 −4,17
2025-07-09 13F Pallas Capital Advisors LLC 19 826 −4,74 3 504 −2,53
2025-07-24 13F GFG Capital, LLC 372 66
2025-08-13 13F Wrenne Financial Planning LLC 1 643 −16,26 290 −14,20
2025-07-18 13F Nabity-Jensen Investment Management Inc 108 832 −1,31 19 235 0,98
2025-08-14 13F Glenview Trust Co 18 949 3,92 3 349 6,35
2025-07-25 13F Pandora Wealth, Inc. 1 285 0,00 227 2,71
2025-07-28 13F Baker Boyer National Bank 7 556 −0,04 1 335 2,30
2025-07-10 13F ARS Wealth Advisors Group, LLC 2 399 0,00 424 2,17
2025-08-06 13F Walkner Condon Financial Advisors LLC 6 571 4,98 1 161 7,40
2025-07-29 13F Ariston Services Group 3 591 5,06 635 7,46
2025-07-29 13F Bellecapital International Ltd. 1 137 201
2025-07-17 13F Wagner Wealth Management, Llc 1 723 42 975,00 305
2025-07-22 13F Oak Hill Wealth Advisors, Llc 219 395 6,85 39 077 10,18
2025-07-28 13F Morris Financial Concepts, Inc. 726 0,69 128 3,23
2025-08-05 13F Roffman Miller Associates Inc /pa/ 9 106 0,00 1 609 2,29
2025-08-07 13F 49 Wealth Management, Llc 281 312 17,51 49 719 20,23
2025-07-21 13F Pflug Koory, LLC 141 0,00 25 0,00
2025-08-12 13F Martin Worley Group 16 499 5,89 2 916 8,36
2025-08-05 13F Flynn Zito Capital Management, Llc 1 343 237
2025-06-03 13F/A First National Bank Of Omaha 83 610 0,87 14 443 16,55
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 51 109 −0,33 9 033 1,99
2025-08-06 13F Columbia River Financial Group, LLC 0 −100,00 0
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-07-17 13F Fifth Third Securities, Inc. 130 752 3,13 23 109 5,52
2025-07-25 13F Ellis Investment Partners, LLC 81 763 −3,66 14 451 −1,43
2025-07-23 13F Hall Capital Management Co Inc 3 259 −7,18 576 −5,12
2025-07-14 13F Sellwood Investment Partners LLC 616 109
2025-07-08 13F Chemistry Wealth Management LLC 19 919 14,40 3 520 17,06
2025-07-17 13F Albion Financial Group /ut 115 0,00 20 5,26
2025-07-22 13F Aspire Private Capital, LLC 102 781 2,79 18 165 5,17
2025-07-22 13F Kessler Investment Group, LLC 230 0,00 41 2,56
2025-08-12 13F Lionshead Wealth Management, LLC 2 201 −23,97 391 −21,80
2025-04-18 13F Wolf Group Capital Advisors 52 168 90,68 9 012 131,82
2025-07-21 13F Qrg Capital Management, Inc. 87 234 24,45 15 418 27,34
2025-07-18 13F Vicus Capital 33 841 0,40 5 981 2,73
2025-07-11 13F LongView Wealth Management 20 020 −52,49 3 538 −51,39
2025-07-03 13F Garde Capital, Inc. 1 064 941 −3,04 188 218 −0,79
2025-07-08 13F Canandaigua National Bank & Trust Co 2 072 0,00 366 2,52
2025-07-24 13F Trust Co Of Toledo Na /oh/ 5 718 1 011
2025-08-11 13F CFS Investment Advisory Services, LLC 5 248 241,00 1
2025-08-07 13F Capitol Family Office, Inc. 715 0,00 126 2,44
2025-07-25 13F Willow Creek Wealth Management Inc. 1 290 225
2025-07-22 13F Autumn Glory Partners, LLC 15 430 −7,95 2 727 −5,80
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 24 259 −6,80 4 288 −4,65
2025-08-14 13F Wick Capital Partners, LLC 8 877 179,50 776 41,42
2025-07-22 13F DAVENPORT & Co LLC 265 372 5,90 46 902 8,35
2025-08-11 13F Howard Wealth Management, Llc 15 701 0,51 2 775 2,82
2025-08-13 13F StoneX Group Inc. 33 518 −2,84 5 939 −0,32
2025-09-23 13F Rs Crum Inc. 8 620 10,23 1 523 12,81
2025-07-10 13F Cypress Point Wealth Management, LLC 9 270 0,00 1 638 2,31
2025-08-04 13F Simon Quick Advisors, Llc 582 033 1,99 102 868 4,35
2025-08-05 13F J. W. Coons Advisors, LLC 2 438 0,00 431 2,14
2025-07-23 13F Equitable Trust Co 333 977 −12,84 59 027 −10,82
2025-07-30 13F Whittier Trust Co Of Nevada Inc 2 185 22,62 386 25,73
2025-07-15 13F Regatta Capital Group, Llc 170 695 3,97 30 169 6,37
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 14 045 0,00 2 0,00
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-11 13F Hilltop Wealth Advisors, Llc 0 −100,00 0
2025-07-15 13F Fifth Third Bancorp 290 480 −2,36 51 339 −0,10
2025-07-17 13F Fiduciary Advisors, Inc. 29 645 0,39 5 239 2,71
2025-08-28 NP ELM - Elm Market Navigator ETF 18 579 2 652,44 3 284 2 730,17
2025-07-09 13F Bowman & Co S.C. 5 380 −12,96 951 −10,97
2025-07-29 13F Ballast, Inc. 1 209 −56,99 214 −56,08
2025-07-15 13F Pictet North America Advisors SA 2 133 0,00 377 2,17
2025-04-15 13F Orgel Wealth Management, LLC 0 −100,00 0
2025-07-31 13F Washington Trust Advisors, Inc. 32 382 1,12 5 723 3,47
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-07-17 13F Archford Capital Strategies, LLC 67 209 2,24 11 879 4,61
2025-07-23 13F Trustees of Dartmouth College 182 250 −24,95 32 211 −23,22
2025-08-14 13F Rodgers Brothers Inc. 1 220 1,33 216 3,86
2025-08-14 13F Private Wealth Advisors, LLC 43 854 −2,88 7 751 −0,63
2025-08-01 13F Motco 1 886 319,11 334 332,47
2025-07-16 13F Brown, Lisle/cummings, Inc. 4 987 5,28 881 7,70
2025-07-23 13F Sachetta, LLC 623 0,00 110 2,80
2025-07-31 13F Silver Oak Advisory Group, Inc. 5 111 5,80 1
2025-08-13 13F Fort Sheridan Advisors Llc 5 953 −2,47 1 052 −0,19
2025-07-29 13F Monument Group Wealth Advisors, LLC 19 181 6,60 3 390 9,07
2025-07-31 13F Schoolcraft Capital LLC 2 248 −1,14 397 1,28
2025-08-12 13F Richard W. Paul & Associates, LLC 4 026 −1,30 712 0,99
2025-08-25 13F BLVD Private Wealth, LLC 4 576 809
2025-08-11 13F Symphony Financial, Ltd. Co. 16 219 2 867
2025-07-15 13F North Star Investment Management Corp. 14 642 1,89 2 588 4,23
2025-07-28 13F Harbour Investments, Inc. 78 686 4,76 13 907 7,18
2025-07-08 13F Rise Advisors, LLC 206 101 4,09 36 426 6,50
2025-07-21 13F DHJJ Financial Advisors, Ltd. 365 0,00 65 1,59
2025-08-15 13F WealthCollab, LLC 273 0,00 48 2,13
2025-07-10 13F CWC Advisors, LLC. 4 088 6,07 723 8,57
2025-08-14 13F Sei Investments Co 3 563 040 2,29 629 732 4,66
2025-07-24 13F Vivid Wealth Management, LLC 45 261 −10,54 7 999 −8,47
2025-07-30 13F Klingman & Associates, LLC 5 871 33,19 1 038 36,27
2025-07-16 13F Kingsman Wealth Management, Inc. 2 552 0,75 451 3,20
2025-08-08 13F Collaborative Wealth Managment Inc. 1 772 1,66 313 3,99
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 259 0,39 46 2,27
2025-08-13 13F SageView Advisory Group, LLC 18 834 −10,10 3 385 −6,47
2025-07-10 13F Perkins Coie Trust Co 95 524 9,55 16 883 12,08
2025-07-28 13F RCS Financial Planning, LLC 9 355 −14,36 1 662 −11,88
2025-08-07 13F Howard Bailey Securities, Llc 3 079 −7,20 544 −5,06
2025-08-14 13F Clarity Capital Advisors, LLC 29 703 −0,42 5 250 1,88
2025-08-12 13F Mediolanum International Funds Ltd 0 −100,00 0
2025-07-31 13F GenTrust, LLC 36 268 −17,54 6 445 −15,18
2025-08-14 13F Cardiff Park Advisors, Llc 40 179 0,00 7 101 2,32
2025-07-21 13F Sageworth Trust Co 173 602 −0,43 30 682 1,87
2025-08-05 13F Burney Co/ 3 133 −22,76 554 −21,00
2025-09-15 13F/A Migdal Insurance & Financial Holdings Ltd. 10 981 −1,59 2 0,00
2025-08-11 13F Diversified Portfolios, Inc. 76 990 10,80 13 607 13,36
2025-07-29 13F Roof Eidam & Maycock/adv 22 309 13,16 3 943 15,77
2025-08-15 13F Nikulski Financial, Inc. 29 846 −1,41 5 275 0,86
2025-08-07 13F WESCAP Management Group, Inc. 19 788 13,08 3 497 15,72
2025-08-25 13F Hilltop Partners LLC 162 619 52,80 28 741 56,34
2025-07-23 13F Foresight Capital Management Advisors, Inc. 1 160 0,00 205 2,50
2025-07-18 13F SigFig Wealth Management, LLC 35 684 2,64 6 304 6,16
2025-07-18 13F Community Financial Services Group, LLC 1 417 0,00 250 2,46
2025-08-19 13F National Asset Management, Inc. 142 417 −35,74 25 171 −32,92
2025-08-12 13F Clark Financial Services Group Inc /bd 74 122 −1,77 13 100 0,51
2025-07-09 13F Breakwater Investment Management 3 817 11,54 675 14,04
2025-08-06 13F Strategic Financial Partners, Ltd. 19 684 −0,56 3 479 1,75
2025-08-13 13F Continuum Advisory, LLC 25 786 8,41 4 557 10,93
2025-08-14 13F Lebenthal Global Advisors, LLC 138 204 11,19 24 426 13,77
2025-08-05 13F Lincoln National Corp 1 461 382 2,45 258 285 4,82
2025-08-08 13F AJ Advisors, LLC 73 154 4,22 12 929 6,63
2025-08-12 13F JMG Financial Group, Ltd. 48 663 −0,69 8 601 1,61
2025-07-02 13F Central Pacific Bank - Trust Division 38 0,00 7 0,00
2025-07-28 13F CGC Financial Services, LLC 3 909 0,00 691 2,22
2025-08-06 13F Grey Fox Wealth Advisors, LLC 307 431 3,87 54 631 6,85
2025-08-11 13F EMC Capital Management 200 0,00 0
2025-08-13 13F Annandale Capital, LLC 5 261 0,00 1
2025-08-08 13F Pnc Financial Services Group, Inc. 4 265 950 0,94 753 964 3,28
2025-08-12 13F Summit Global Investments 2 557 −9,36 0
2025-08-12 13F Archer Investment Corp 3 693 −2,02 653 0,15
2025-07-23 13F Proffitt & Goodson Inc 3 521 0,00 622 2,30
2025-07-30 13F Exencial Wealth Advisors, Llc 355 503 −0,80 62 832 1,50
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 137 585,00 0
2025-08-13 13F Capital Advisors Wealth Management, LLC 7 900 −2,24 1 396 0,07
2025-07-17 13F Crane Advisory, LLC 254 185 −1,41 45 311 8,60
2025-08-05 13F Bank Of Montreal /can/ 382 733 190,44 67 644 197,17
2025-08-14 13F Planwiser Financial, Llc 35 869 10,19 6 447 18,16
2025-07-16 13F St Germain D J Co Inc 9 830 13,90 1 737 16,58
2025-07-22 13F Marietta Wealth Management, LLC 36 395 2,45 6 433 4,82
2025-07-07 13F Greenfield Savings Bank 2 071 −6,75 366 −4,44
2025-07-14 13F Park Avenue Securities Llc 130 635 9,49 23 15,00
2025-07-14 13F CRA Financial Services, LLC 8 823 0,58 1 559 2,90
2025-08-14 13F Horizon Investments, LLC 10 393 −62,55 1 837 −61,69
2025-08-08 13F CWS Financial Advisors, LLC 56 057 −1,15 9 907 1,13
2025-08-11 13F CBIZ Investment Advisory Services, LLC 2 056 535 2,68 363 561 5,08
2025-08-14 13F Coastal Bridge Advisors, LLC 27 973 −1,87 4 944 0,41
2025-07-09 13F Krilogy Financial LLC 30 937 17,77 5 468 20,50
2025-07-29 13F Salomon & Ludwin, LLC 16 803 −1,43 3 003 1,97
2025-07-31 13F Topsail Wealth Management, LLC 12 779 2,12 2 271 5,04
2025-08-13 13F Per Stirling Capital Management, LLC. 52 636 10,70 9 303 13,26
2025-07-23 13F Asset Planning Corporation 41 360 −9,23 7 310 −7,13
2025-08-13 13F Sepio Capital, LP 197 244 −0,69 34 861 1,61
2025-08-13 13F Russell Investments Group, Ltd. 119 054 −79,87 21 042 −79,40
2025-07-25 13F Investment Advisory Group, LLC 40 808 3,09 7 212 5,48
2025-08-08 13F Massachusetts Financial Services Co /ma/ 4 887 18,88 864 21,55
2025-08-12 13F Journey Strategic Wealth Llc 1 258 −5,70 222 −3,48
2025-07-16 13F Register Financial Advisors LLC 44 799 1,10 7 918 3,44
2025-08-14 13F C M Bidwell & Associates Ltd 5 068 0,00 896 2,29
2025-07-31 13F Japan Science & Technology Agency 357 328 0,00 63 154 2,32
2025-08-08 13F Blankinship & Foster, LLC 1 141 202
2025-07-15 13F Graypoint LLC 2 786 2,09 492 4,46
2025-07-24 13F Ronald Blue Trust, Inc. 43 704 8,73 7 724 11,25
2025-07-09 13F Sawyer & Company, Inc 204 96,15 0
2025-08-11 13F Delta Asset Management Llc/tn 2 0,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 716 208 −27,10 126 583 −25,41
2025-07-28 13F RFG Advisory, LLC 112 032 9,04 19 801 11,57
2025-08-14 13F Potomac Fund Management Inc /adv 3 131 −1,20 554 10,14
2025-07-31 13F Moloney Securities Asset Management, LLC 10 063 −50,99 1 778 −49,86
2025-08-11 13F Elite Financial, Inc. 103 564 3,58 18 5,88
2025-07-18 13F Pure Financial Advisors, Inc. 92 744 3,18 16 392 5,56
2025-07-31 13F Curio Wealth, Llc 1 207 17 142,86 213 4,41
2025-07-15 13F Sightline Wealth Advisors, LLC 101 255 2,84 17 896 5,22
2025-07-14 13F Sowell Financial Services LLC 72 054 −1,83 12 735 0,44
2025-08-01 13F Pasadena Private Wealth, LLC 422 697 8,24 74 707 10,75
2025-07-15 13F Family Wealth Partners, Llc 26 418 −7,52 4 669 −5,37
2025-07-18 13F Ewa, Llc 0 −100,00 0
2025-08-12 13F Rather & Kittrell, Inc. 5 898 0,08 1 042 2,36
2025-07-15 13F DB Fitzpatrick & Co, Inc 2 192 1,81 387 4,31
2025-08-08 13F Hudock, Inc. 3 446 0,20 609 2,53
2025-08-13 13F Fiduciary Group LLC 2 910 4,41 514 6,86
2025-07-23 13F Beaumont Asset Management, L.L.C. 30 578 −1,60 5 404 0,69
2025-07-29 13F Systelligence, LLC 90 234 13,25 15 948 15,87
2025-07-14 13F Pacifica Partners Inc. 1 203 0,00 213 6,00
2025-07-08 13F Everpar Advisors Llc 3 796 −4,96 671 −2,76
2025-07-09 13F VisionPoint Advisory Group, LLC 12 787 2 260
2025-08-14 13F Kovitz Investment Group Partners, LLC 1 114 581 3,17 197 010 5,57
2025-08-14 13F Wimmer Associates 1, Llc 6 146 −0,65 1 086 2,94
2025-07-03 13F Lam Group, Inc. 5 005 0,00 885 2,31
2025-07-31 13F Longview Financial Advisors, Inc. 5 155 −15,74 911 −13,73
2025-08-01 13F First National Trust Co 4 933 −6,31 872 −4,18
2025-08-11 13F First American Trust, Fsb 198 146 8,93 35 020 11,46
2025-07-08 13F RMR Wealth Builders 503 771 5,92 89 520 8,96
2025-07-22 13F JSF Financial, LLC 1 352 10,19 239 12,74
2025-08-15 13F Blue Chip Partners, Inc. 3 232 21,41 571 24,40
2025-07-22 13F Bay Harbor Wealth Management, LLC 84 778 −0,53 15 065 2,32
2025-07-22 13F SOL Capital Management CO 123 734 16,62 22 16,67
2025-08-07 13F Valence8 US LP 98 569 −13,48 17 421 −11,47
2025-08-11 13F Aspen Investment Management Inc 0 −100,00 0
2025-08-04 13F/A 626 Financial, LLC 5 287 0,00 934 2,30
2025-07-29 NP ETFCX - North Square Tactical Growth Fund Class C 354 498 0,00 60 757 −3,78
2025-07-17 13F Patton Albertson Miller Group, Llc 2 835 0,00 501 2,45
2025-07-31 13F Manuka Financial, LLC 60 082 −2,09 10 619 0,17
2025-08-12 13F RiverFront Investment Group, LLC 9 494 24,43 1 678 27,24
2025-08-27 13F/A Squarepoint Ops LLC 4 678 827
2025-07-21 13F Riverview Trust Co 105 −50,00 19 −50,00
2025-07-15 13F Boyd Wealth Management, LLC 114 022 34,45 20 152 37,57
2025-08-07 13F Retirement Investment Advisors, Inc. 1 312 143 5,23 231 908 7,66
2025-08-12 13F Twin Focus Capital Partners, Llc 18 876 40,63 3 336 43,92
2025-07-23 13F Venturi Wealth Management, LLC 4 700 −0,66 831 1,59
2025-08-04 13F FRG Family Wealth Advisors LLC 1 835 0,00 324 2,53
2025-07-15 13F Gunma Bank,Ltd. 53 000 0,00 9 0,00
2025-08-07 13F Parkside Financial Bank & Trust 13 712 71,23 2 423 75,20
2025-07-14 13F Farmers & Merchants Investments Inc 3 687 1,77 652 4,16
2025-07-25 13F Community Bank, N.A. 800 0,00 141 2,17
2025-08-04 13F Leeward Financial Partners, LLC 67 452 −15,46 11 921 −13,50
2025-07-30 13F Advantage Trust Co 94 131 2,86 16 637 5,24
2025-08-05 13F Snider Financial Group 5 453 −6,05 964 −3,89
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 3 228 −9,27 571 −7,17
2025-07-07 13F Wealth Alliance Advisory Group, LLC 196 462 3,29 34 723 5,68
2025-08-08 13F JFG Wealth Management, LLC 3 347 −3,74 592 −1,50
2025-08-11 13F Bradley Foster & Sargent Inc/ct 2 758 12,48 487 15,13
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 11 539 3,28 2 039 5,70
2025-07-30 13F/A Old Point Trust & Financial Services N A 161 0,00 28 3,70
2025-08-06 13F Csenge Advisory Group 30 392 −2,14 5 209 3,68
2025-08-08 13F Avantax Advisory Services, Inc. 3 301 015 −0,04 583 421 2,27
2025-07-16 13F John W. Brooker & Co., CPAs 2 201 395
2025-07-15 13F Forte Capital Llc /adv 190 992 −3,53 33 756 −1,30
2025-07-29 13F Fundamentun, Llc 5 719 66,59 1 011 70,32
2025-07-30 13F Principle Wealth Partners Llc 18 697 −0,21 3 305 2,10
2025-05-15 13F Citadel Advisors Llc 0 −100,00 0 −100,00
2025-07-16 13F Beaumont Financial Advisors, LLC 33 183 −6,17 5 865 −4,01
2025-07-28 13F BRYN MAWR TRUST Co 59 058 18,30 10 438 21,04
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 2 075 35,53 367 38,64
2025-05-06 13F Greenwood Gearhart Inc 0 −100,00 0
2025-05-14 13F Clarkston Capital Partners, LLC 0 −100,00 0
2025-08-06 13F Horan Securities, Inc. 5 129 41,72 907 44,96
2025-08-13 13F Serenus Wealth Advisors, LLC 5 413 275,64 957 285,48
2025-07-30 13F Clune & Associates, Ltd. 35 384 11,03 6 254 13,59
2025-07-25 13F Tranquility Partners, LLC 1 696 −1,74 300 0,34
2025-08-18 13F Tyler-Stone Wealth Management 8 699 28,28 1 537 31,26
2025-08-12 13F Aviso Financial Inc. 52 0,00 9 12,50
2025-08-12 13F Ade, Llc 15 049 2,33 2 660 4,69
2025-07-17 13F Paradigm Financial Partners, Llc 2 015 −38,15 356 −36,65
2025-08-11 13F Resurgent Financial Advisors LLC 1 133 200
2025-08-06 13F North Capital, Inc. 316 0,00 56 1,85
2025-08-12 13F Park Square Financial Group, LLC 12 329 39,71 2 179 42,91
2025-08-14 13F Prestige Wealth Management Group LLC 53 247 5,22 9 462 8,24
2025-08-18 13F Goodman Advisory Group, LLC 0 −100,00 0
2025-04-30 13F Ntv Asset Management Llc 0 −100,00 0
2025-08-28 13F Midwestern Financial, LLC /IA 34 022 6 013
2025-04-14 13F Regent Peak Wealth Advisors LLC 48 418 −14,31 8 364 −12,58
2025-07-29 NP ORILX - NORTH SQUARE MULTI STRATEGY FUND CLASS A 12 485 −17,24 2 140 −20,39
2025-08-15 13F CI Private Wealth, LLC 1 216 321 120,94 215 070 126,16
2025-08-07 13F Summit Asset Management, LLC 2 465 −7,50 436 −5,43
2025-07-21 13F Monticello Wealth Management, Llc 3 919 0,00 693 2,37
2025-07-02 13F Waller Financial Planning Group, Inc 3 232 −7,15 571 −4,99
2025-07-24 13F Brandywine Oak Private Wealth Llc 672 510 2,59 118 859 4,96
2025-04-28 13F Swmg, Llc 0 −100,00 0
2025-07-16 13F Colton Groome Financial Advisors, Llc 1 841 2,51 325 9,06
2025-07-07 13F Roxbury Financial LLC 3 831 2,57 677 1,80
2025-04-30 13F Peterson Wealth Advisors, LLC 0 −100,00 0
2025-08-04 13F Arcadia Wealth Management, Inc. 1 158 −4,93 205 −2,86
2025-07-16 13F Paragon Capital Management Ltd 43 023 3,38 7 604 5,79
2025-07-10 13F Uptown Financial Advisors LLC 19 731 −2,88 3 487 −0,63
2025-08-12 13F Meridian Wealth Advisors, LLC 2 841 0,00 502 2,45
2025-07-21 13F Fortis Capital Advisors, LLC 7 208 34,93 1 274 38,07
2025-04-29 13F Callan Capital, LLC 1 260 0,32 218 2,36
2025-07-21 13F Cardinal Strategic Wealth Guidance 203 0,00 36 2,86
2025-07-08 13F FF Advisors,LLC 48 861 2,10 8 636 7,65
2025-07-15 13F Legacy Financial Group LLC 3 082 0,00 545 2,26
2025-07-14 13F S.A. Mason LLC 1 978 −4,81 350 −2,51
2025-08-12 13F Blueprint Investment Partners LLC 30 417 29,36 5 376 32,36
2025-07-18 13F Lynx Investment Advisory 1 498 0,20 265 2,33
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 68 050 −10,75 12 027 −7,66
2025-08-12 13F Jaffetilchin Investment Partners, LLC 13 357 0,26 2 361 2,56
2025-07-14 13F Opal Wealth Advisors, LLC 1 087 −21,12 192 −19,33
2025-07-31 13F Wright Fund Managment, LLC 39 800 0,00 6 875 0,00
2025-08-08 13F Emerald Investment Partners, Llc 66 900 −6,33 11 824 −4,17
2025-08-08 13F Altfest L J & Co Inc 1 831 −0,05 324 2,22
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 1 684 299
2025-08-25 13F/A Neuberger Berman Group LLC 43 691 10,55 7 722 13,10
2025-07-30 13F Insight Advisors, LLC/ PA 19 169 −0,27 3 388 2,02
2025-04-10 13F Charles Schwab Trust Co 0 −100,00 0
2025-07-29 13F Stephens Inc /ar/ 394 685 4,86 69 757 7,28
2025-08-12 13F Absolute Capital Management, LLC 8 730 15,55 1 551 18,85
2025-08-14 13F Bnp Paribas Arbitrage, Sa 847 671 391,72 149 817 403,11
2025-07-23 13F BankPlus Trust Department 1 008 0,00 178 2,30
2025-08-14 13F Catalyst Financial Partners Llc 3 473 20,80 614 23,59
2025-07-09 13F Pines Wealth Management, LLC 3 605 41,99 648 65,90
2025-08-04 13F Golden Road Advisors Llc 203 699 4,71 36 002 7,13
2025-08-12 13F Titleist Asset Management, Llc 61 996 −8,73 10 957 −6,61
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 4 830 2,27 858 5,28
2025-08-06 13F Pekin Hardy Strauss, Inc. 7 965 37,56 1 408 40,70
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-07-16 13F TOWER TRUST & INVESTMENT Co 939 0,00 166 5,77
2025-07-22 13F Strid Group, LLC 2 621 0,00 463 2,43
2025-08-13 13F Cheviot Value Management, LLC 5 0,00 1
2025-07-22 13F Team Financial Group, LLC 64 11
2025-07-30 13F Black Diamond Financial, LLC 63 460 15,34 11 216 18,01
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-07-14 13F Cherrydale Wealth Management, Llc 3 064 542
2025-07-17 13F Grandview Asset Management LLC 28 816 0,19 5 25,00
2025-08-04 13F MeadowBrook Investment Advisors LLC 921 0,00 163 1,89
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 16 367 −2,57 2 893 −0,31
2025-08-08 13F/A Ignite Planners, LLC 1 693 0,00 301 6,76
2025-08-11 13F Ironsides Asset Advisors, LLC 24 945 0,00 4 409 2,32
2025-08-14 13F Qube Research & Technologies Ltd 80 598 60,45 14 245 64,16
2025-08-04 13F Silver Coast Investments LLC 4 979 1,65 880 4,02
2025-08-15 13F Security National Bank Of So Dak 5 717 0,00 1 010 2,33
2025-07-01 13F Burkett Financial Services, Llc 371 1,64 66 3,17
2025-08-05 13F Dunhill Financial, LLC 900 159
2025-07-15 13F Santori & Peters, Inc. 33 107 0,98 5 851 3,32
2025-08-14 13F Gen-Wealth Partners Inc 1 347 22,57 238 25,93
2025-08-12 13F AlphaCore Capital LLC 22 679 382,63 4 030 396,92
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 21 189 0,17 3 745 2,49
2025-05-15 13F/A Orion Portfolio Solutions, LLC 502 843 9,03 86 861 11,24
2025-07-17 13F Nicholson Meyer Capital Management, Inc. 3 312 65,77 585 69,57
2025-08-14 13F Icon Wealth Advisors, LLC 3 880 −3,12 686 −0,87
2025-08-14 13F Smead Capital Management, Inc. 1 530 270
2025-08-15 13F First Heartland Consultants, Inc. 63 403 19,83 11 206 22,61
2025-07-18 13F PBMares Wealth Management LLC 8 589 −7,23 1 518 −5,07
2025-07-25 13F St. Louis Trust Co 50 729 8,60 8 966 11,10
2025-07-22 13F Old National Bancorp /in/ 25 822 17,51 4 564 20,24
2025-08-14 13F Federation des caisses Desjardins du Quebec 222 656 2,70 39 352 5,08
2025-08-12 13F Archvest Wealth Advisors, Inc. 18 053 7,09 3 191 9,58
2025-08-12 13F Quadcap Wealth Management, LLC 21 962 0,61 3 882 2,94
2025-07-31 13F BIP Wealth, LLC 345 803 1,97 61 117 4,34
2025-08-14 13F Pennington Partners & Co., Llc 1 209 0,00 215 2,88
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 123 734 1,33 21 869 3,67
2025-07-24 13F Allen Wealth Management, Llc 155 752 0,36 27 528 2,68
2025-05-01 13F Lane & Associates LLC 10 971 14,16 1 895 11,60
2025-05-15 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-08-06 13F Penserra Capital Management LLC 222 603 1,89 39 5,41
2025-07-21 13F Sageworth Trust Co of South Dakota 15 401 −6,09 2 722 −3,92
2025-08-14 13F Synovus Financial Corp 23 518 8,82 4 158 11,38
2025-08-04 13F AMG National Trust Bank 5 640 34,90 997 37,95
2025-08-12 13F Nemes Rush Group LLC 1 285 0,00 227 2,71
2025-08-05 13F Advisors Preferred, LLC 43 800 0,00 7 821 3,60
2025-07-10 13F Compton Wealth Advisory Group, LLC 109 141 2,32 19 289 4,68
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-14 13F Allred Capital Management, LLC 4 425 0,00 782 2,49
2025-07-31 13F Sharper & Granite LLC 39 499 −0,51 7 058 2,92
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 83 612 3,80 14 778 6,20
2025-05-08 13F Jefferies Financial Group Inc. Call 0 −100,00 0 −100,00
2025-07-10 13F Weinberger Asset Management, Inc 52 412 5,70 9 263 8,15
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 2 316 0,00 409 3,02
2025-07-28 13F Axxcess Wealth Management, Llc 58 963 184,72 10 421 191,33
2025-08-13 13F Wellspring Financial Advisors, LLC 911 306 −0,69 13 705 −5,55
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 14 272 50,33 2 522 53,87
2025-08-14 13F Abbot Financial Management, Inc. 6 273 7,73 1 109 10,25
2025-07-14 13F ABLE Financial Group, LLC 1 785 −6,15 315 −3,96
2025-07-21 13F Intrinsic Value Partners, LLC 23 592 33,35 4 170 36,42
2025-07-18 13F RKL Wealth Management LLC 1 229 217
2025-07-25 13F Hemington Wealth Management 96 041 0,02 17 0,00
2025-08-13 13F VestGen Advisors, LLC 305 534 0,46 54 001 2,79
2025-05-07 13F Spectrum Wealth Counsel, LLC 0 −100,00 0 −100,00
2025-08-12 13F Hill Investment Group Partners, LLC 3 379 6,76 597 9,34
2025-08-13 13F Quadrant Capital Group Llc 8 666 −4,24 1 532 −2,05
2025-08-13 13F First Trust Advisors Lp 7 805 −2,53 1 380 −0,29
2025-08-07 13F Clarity Wealth Advisors, LLC 1 386 −0,79 245 1,24
2025-08-07 13F Merrion Investment Management Co, LLC 2 450 7,69 433 10,46
2025-08-13 13F Jones Financial Companies Lllp 52 282 312 −3,32 9 236 732 −0,02
2025-07-08 13F First National Corp /ma/ /adv 10 426 5,31 1 843 7,72
2025-07-23 13F Viewpoint Capital Management LLC 100 −39,76 18 −39,29
2025-08-11 13F Cornerstone Planning Group LLC 48 2,13 8 14,29
2025-07-30 13F LGT Financial Advisors LLC 628 0,00 111 1,85
2025-08-14 13F Bragg Financial Advisors, Inc 154 278 0,85 27 267 3,19
2025-07-31 13F Planning Center, Inc. 3 585 −0,99 634 1,28
2025-07-09 13F First Financial Corp /in/ 36 0,00 6 0,00
2025-07-10 13F Trust Point Inc. 2 068 −9,46 365 −7,36
2025-07-10 13F Sovran Advisors, LLC 2 036 −4,68 363 4,93
2025-07-25 13F Sovereign Financial Group, Inc. 109 505 2,35 19 354 4,72
2025-08-07 13F Proficio Capital Partners LLC 2 455 −19,64 434 −17,84
2025-07-08 13F Legacy Private Trust Co. 3 332 0,00 589 2,26
2025-08-12 13F LPL Financial LLC 10 341 422 3,57 1 827 743 5,97
2025-08-08 13F Altiora Financial Group, LLC 3 342 0,00 591 2,25
2025-07-29 13F Goldstein Advisors, LLC 2 612 0,00 462 2,22
2025-07-16 13F Crown Wealth Group, LLC 1 628 −90,43 288 −90,24
2025-07-15 13F Missouri Trust & Investment Co 386 71,56 68 78,95
2025-07-24 13F Papp L Roy & Associates 3 567 0,06 630 2,44
2025-08-01 13F Chilton Capital Management Llc 0 −100,00 0
2025-08-11 13F Tidemark, LLC 268 0,00 47 2,17
2025-07-23 13F REAP Financial Group, LLC 99 015 24,29 17 500 27,16
2025-07-11 13F/A Umb Bank N A/mo 80 582 −0,37 14 242 1,94
2025-07-30 13F EnRich Financial Partners LLC 1 923 −2,73 340 −0,59
2025-08-12 13F Cornerstone Wealth Management, LLC 55 843 0,03 9 870 2,34
2025-08-13 13F Elios Financial Group Inc. 4 861 −6,14 859 −3,91
2025-08-14 13F Hurley Capital, LLC 58 574 9,18 10 352 11,71
2025-08-14 13F MGB Wealth Management, LLC 6 847 −4,12 1 210 −1,79
2025-08-12 13F Calton & Associates, Inc. 8 290 −3,07 1 465 −0,81
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 9 713 −1,25 1 717 1,00
2025-07-16 13F Old North State Wealth Management, LLC 21 042 3,88 3 722 6,28
2025-07-22 13F Diligent Investors, LLC 4 419 −4,35 781 −2,13
2025-07-22 13F Grimes & Company, Inc. 9 614 8,03 1 699 10,54
2025-08-06 13F Maltin Wealth Management, Inc. 1 328 0,00 235 2,18
2025-08-13 13F WealthTrust Axiom LLC 1 274 0,00 225 2,27
2025-08-01 13F Petra Financial Advisors Inc 2 187 −19,45 387 −17,52
2025-08-01 13F Oarsman Capital, Inc. 253 213 6,46 44 753 8,93
2025-08-05 13F Intellectus Partners, LLC 30 511 0,25 5 422 3,12
2025-07-03 13F Arvest Investments, Inc. 135 0,00 24 0,00
2025-07-25 13F Gibson Capital, LLC 0 −100,00 0
2025-07-31 13F Fielder Capital Group LLC 3 668 0,00 648 2,37
2025-07-25 13F McNamara Financial Services, Inc. 1 960 −1,26 346 1,17
2025-07-23 13F Prasad Wealth Partners, LLC 1 644 0,00 291 2,47
2025-08-14 13F GWM Advisors LLC 914 543 4,78 161 636 7,21
2025-07-25 13F Dynamic Financial Group 3 943 70,84 697 74,87
2025-07-16 13F Gradient Capital Advisors, LLC 11 063 −0,70 1 955 1,61
2025-08-06 13F Eukles Asset Management 96 0,00 17 0,00
2025-07-28 13F IFG Advisors, LLC 1 386 245
2025-08-08 13F Fortis Group Advisors, LLC 22 0,00 4 0,00
2025-07-15 13F Level Financial Advisors, Inc. 45 014 16,29 7 956 18,98
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 98 869 2,61 17 474 4,99
2025-07-08 13F Heartwood Wealth Advisors LLC 112 234 −1,10 19 836 1,19
2025-09-04 13F Reynders McVeigh Capital Management, LLC 0 −100,00 0
2025-08-14 13F Alliancebernstein L.p. 1 278 563 367,97 225 973 378,82
2025-07-07 13F RDA Financial Network 8 656 −0,29 1 530 2,00
2025-08-08 13F Flaharty Asset Management, LLC 873 −2,46 154 0,00
2025-07-31 13F First Business Financial Services, Inc. 2 689 0,00 475 2,37
2025-08-13 13F Renaissance Technologies Llc 10 200 −54,05 1 803 −53,00
2025-07-07 13F Rf&l Wealth Management, Llc 4 958 9,21 876 11,73
2025-07-18 13F Forza Wealth Management, LLC 13 982 −27,47 2 471 −25,77
2025-07-30 13F Probity Advisors, Inc. 13 031 −3,92 2 303 −1,67
2025-07-17 13F Raleigh Capital Management Inc. 3 998 −0,79 707 1,44
2025-07-09 13F Bank of New Hampshire 2 720 1,87 481 4,12
2025-07-25 13F M.e. Allison & Co., Inc. 1 260 0,00 223 2,30
2025-08-14 13F Family Management Corp 50 698 −2,77 8 960 −0,51
2025-07-08 13F Richard P Slaughter Associates Inc 1 840 −84,27 325 −83,92
2025-07-21 13F Pacific Financial Group Inc 14 415 −2,98 2 548 −0,74
2025-07-31 13F Oppenheimer & Co Inc 78 647 17,29 13 900 20,01
2025-08-06 13F First Horizon Advisors, Inc. 131 360 8,04 23 217 10,54
2025-07-11 13F Pioneer Wealth Management Group 20 321 −7,70 3 592 −5,57
2025-07-15 13F Hidden Cove Wealth Management, LLC 5 997 −0,71 1 060 1,53
2025-07-22 13F CPR Investments Inc. 3 936 8,73 696 11,20
2025-08-14 13F Camarda Financial Advisors, LLC 8 684 33,87 1 535 36,96
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 1 310 0,00 232 10,53
2025-08-14 13F Diversify Wealth Management, Llc 7 981 1,51 1 432 9,56
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-08-13 13F Truvestments Capital Llc 1 468 0,00 260 2,37
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 4 574 0,00 808 2,28
2025-07-02 13F InvesTrust 5 268 −11,97 931 −9,87
2025-07-08 13F Parallel Advisors, LLC 134 793 0,53 23 823 2,93
2025-08-04 13F Creative Financial Designs Inc /adv 226 274 23,19 39 992 26,04
2025-07-23 13F Sax Wealth Advisors, Llc 29 732 −6,02 5 255 −3,86
2025-08-07 13F Fund Evaluation Group, LLC 27 750 4 905
2025-08-15 13F ROSS\JOHNSON & Associates LLC 84 0,00 15 0,00
2025-07-21 13F 25 Llc 130 891 2,91 23 134 5,29
2025-08-07 13F American Alpha Advisors, LLC 18 826 −25,95 3 327 −24,23
2025-07-17 13F Catalytic Wealth RIA, LLC 13 789 −3,66 2 437 −1,42
2025-07-18 13F SOA Wealth Advisors, LLC. 12 435 −3,20 2 198 −0,95
2025-08-06 13F TKG Advisors, LLC 79 048 0,87 13 971 3,21
2025-07-17 13F First County Bank /CT/ 44 462 −6,35 7 858 −4,18
2025-07-11 13F Thomasville National Bank 0 −100,00 0
2025-07-23 13F Citizens National Bank Trust Department 187 0,00 33 3,13
2025-07-22 13F Iron Horse Wealth Management, LLC 1 653 5,09 292 7,75
2025-07-18 13F PFG Investments, LLC 16 288 16,87 2 879 19,57
2025-08-07 13F Hughes Financial Services, LLC 534 −35,89 95 −34,27
2025-08-27 13F/A Brinker Capital Investments, LLC 529 325 5,27 93 553 7,70
2025-07-14 13F BlueSky Wealth Advisors, LLC 4 199 0,00 742 2,34
2025-08-14 13F Mpwm Advisory Solutions, Llc 205 0,00 36 2,86
2025-07-22 13F Romano Brothers And Company 1 648 0,49 291 2,83
2025-08-11 13F Estate Counselors, LLC 5 412 −84,80 957 −84,45
2025-08-12 13F Pfc Capital Group, Inc. 112 0,00 0
2025-08-08 13F Foundations Investment Advisors, LLC 22 513 −62,41 3 979 −61,55
2025-05-02 13F Strata Wealth Advisors, LLC 0 −100,00 0
2025-08-07 13F Efficient Advisors, LLC 568 797 5,09 100 529 7,53
2025-08-11 13F Citigroup Inc 2 246 630 48,79 397 069 52,24
2025-08-14 13F NorthLanding Financial Partners, LLC 52 580 11,96 9 293 14,56
2025-08-04 13F Flagship Harbor Advisors, Llc 35 717 −0,28 6 313 2,02
2025-08-08 13F Wrapmanager Inc 4 516 −16,04 798 −14,10
2025-08-04 13F Saxony Capital Management, LLC 2 162 0,65 382 3,24
2025-07-24 13F Wealth Management Resources, Inc. 25 789 5,84 4 558 8,29
2025-07-09 13F Breakwater Capital Group 82 971 1,58 14 664 3,94
2025-07-15 13F Capstone Wealth Management Group LLC 5 568 0,94 984 3,36
2025-08-14 13F Susquehanna International Group, Llp Put 47 000 49,21 8 307 52,66
2025-08-14 13F Susquehanna International Group, Llp 64 113 4,70 11 331 7,13
2025-07-11 13F Farther Finance Advisors, LLC 80 114 2,85 14 159 5,48
2025-08-14 13F Susquehanna International Group, Llp Call 103 400 2,58 18 275 4,95
2025-07-16 13F ORG Partners LLC 5 101 −2,20 916 1,89
2025-07-03 13F Trinity Financial Advisors LLC 29 358 −9,74 5 217 −3,87
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 179 606 1,59 211 893 5,64
2025-08-08 13F Glassman Wealth Services 2 627 −19,86 464 −18,02
2025-07-21 13F Barrett & Company, Inc. 24 905 0,50 4 402 2,83
2025-07-29 13F Cidel Asset Management Inc 2 475 0,00 437 2,34
2025-08-04 13F Fortune 45 LLC 34 024 −1,41 6 013 0,87
2025-08-13 13F Alerus Financial Na 57 10
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-07 13F Addison Advisors LLC 595 31,93 105 36,36
2025-08-21 13F Clarion Wealth Managment Partners, LLC 6 668 1 179
2025-07-01 13F First National Bank Sioux Falls 53 716 4,70 9 494 7,12
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 0 −100,00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 43 395 14,09 7 670 16,73
2025-07-22 13F Sage Financial Group Inc 358 853 1,17 63 424 3,51
2025-08-05 13F Astra Wealth Partners LLC 9 585 −24,21 1 694 −22,44
2025-05-14 13F F/M Investments LLC 0 −100,00 0
2025-08-12 13F Running Point Capital Advisors, LLC 318 0,00 56 3,70
2025-08-11 13F Bell Investment Advisors, Inc 100 213 3,46 17 712 5,86
2025-07-17 13F KWB Wealth 1 749 0,17 302 2,37
2025-07-17 13F One Wealth Advisors, LLC 3 851 0,00 681 2,26
2025-07-31 13F WFA Asset Management Corp 2 999 128,41 481 125,82
2025-08-01 13F Bank of Jackson Hole Trust 20 031 55,22 3 540 54,05
2025-08-12 13F Kaye Capital Management 160 954 −6,82 28 447 −4,66
2025-08-14 13F TCG Advisory Services, LLC 205 754 8,72 36 365 11,23
2025-08-08 13F Allianz Se 1 324 −98,40 234 −98,37
2025-07-07 13F Investors Research Corp 203 109,28 36 118,75
2025-07-09 13F Chesley Taft & Associates LLC 24 169 −2,23 4 272 0,05
2025-03-25 13F Higgins & Schmidt Wealth Strategies LLC 0 −100,00 0 −100,00
2025-07-17 13F Greenleaf Trust 10 380 −5,70 1 835 −3,52
2025-07-18 13F Trust Co Of Vermont 4 478 0,70 791 2,99
2025-08-12 13F Osborne Partners Capital Management, Llc 34 425 4,03 6 084 6,44
2025-07-23 13F Watershed Private Wealth Llc 62 529 20,81 11 051 23,61
2025-07-31 13F AlTi Global, Inc. 12 615 −43,49 2 240 −41,92
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 195 417 3,38 34 538 6,02
2025-08-14 13F Sherman Asset Management, Inc. 702 −0,71 124 1,64
2025-07-02 13F S. R. Schill & Associates 1 600 0,00 283 2,17
2025-07-15 13F Well Done, LLC 28 560 9,77 5 048 14,60
2025-08-12 13F Wood Tarver Financial Group, LLC 45 −32,84 0 −100,00
2025-08-13 13F Capital Analysts, Inc. 59 049 2,58 10 11,11
2025-07-11 13F Diversified Trust Co 29 177 3,93 5 157 6,33
2025-08-14 13F Hara Capital LLC 1 065 0,00 188 2,73
2025-08-14 13F Heritage Wealth Management, Inc. 1 434 −5,60 253 −3,44
2025-08-08 13F Hartland & Co., LLC 667 781 1,50 118 024 3,85
2025-05-02 13F Cable Hill Partners, LLC 654 529 2,44 108 966 0,74
2025-07-11 13F Mkd Wealth Coaches, Llc 2 131 0,00 377 2,17
2025-08-05 13F GPS Wealth Strategies Group, LLC 12 272 7,07 2 169 9,55
2025-04-15 13F Transform Wealth, LLC 3 066 1,32 530 3,32
2025-07-22 13F Alta Wealth Advisors LLC 12 762 3,15 2 255 5,52
2025-07-14 13F Maryland Capital Advisors Inc. 69 697 10,84 12 318 13,40
2025-07-30 13F Mason & Associates, LLC 2 156 −4,09 381 −1,80
2025-07-25 13F Yarger Wealth Strategies, Llc 30 057 −3,71 5 312 −1,48
2025-08-07 13F Resolute Advisors LLC 1 243 0,00 221 2,80
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-18 13F Finward Bancorp 3 277 −0,24 579 2,12
2025-04-22 13F Avantra Family Wealth, Inc. 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 13 100 322,58 2 315 332,71
2025-04-22 13F Rappaport Reiches Capital Management, LLC 1 201 207
2025-08-06 13F Founders Financial Securities Llc 45 205 −11,76 7 990 −5,66
2025-07-22 13F Gemmer Asset Management LLC 90 785 3,17 16 045 5,57
2025-08-14 13F EP Wealth Advisors, Inc. 2 234 873 −6,22 394 991 −4,05
2025-08-14 13F Aqr Capital Management Llc 54 336 1,82 9 603 4,18
2025-08-18 13F/A Kestra Investment Management, LLC 12 147 843,82 2 147 866,67
2025-07-10 13F High Net Worth Advisory Group LLC 13 789 25,62 2 439 28,52
2025-07-30 13F Syntegra Private Wealth Group, LLC 4 012 6,65 709 9,24
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0 −100,00
2025-07-14 13F Sentinel Pension Advisors Inc 3 527 4,78 623 7,23
2025-07-15 13F Norden Group Llc 8 599 −11,81 1 520 −9,80
2025-04-02 13F Marcum Wealth, LLC 16 254 −19,86 2 808 −18,23
2025-07-16 13F MKT Advisors LLC 2 500 −0,24 446 14,36
2025-07-16 13F TCI Wealth Advisors, Inc. 28 945 597,13 5 116 613,39
2025-07-22 13F Simplicity Wealth,LLC 7 576 −54,87 1 339 −53,85
2025-07-15 13F Retirement Income Solutions, Inc 5 758 −3,74 1 018 −1,55
2025-08-04 13F Mayflower Financial Advisors, LLC 14 375 −0,51 2 541 1,80
2025-07-30 13F Capital Investment Services of America, Inc. 1 912 9,38 338 11,96
2025-08-14 13F Visionary Wealth Advisors 95 169 26,72 16 820 29,66
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 138 125 10,97 24 412 13,54
2025-07-11 13F Prosperity Planning, Inc. 22 057 −0,77 3 898 1,54
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-08-06 13F Geometric Wealth Advisors 6 564 −0,64 1 160 1,67
2025-07-03 13F First Hawaiian Bank 1 835 −99,54 324 −99,53
2025-07-15 13F Smith & Howard Wealth Management, LLC 139 893 8,50 24 725 11,01
2025-08-12 13F Guerra Advisors Inc 46 993 8 306
2025-04-17 13F Montecito Bank & Trust 6 871 7,68 1 187 9,81
2025-07-15 13F Colonial River Wealth Management, LLC 2 154 −25,54 387 −22,65
2025-08-05 13F Bridgewater Advisors Inc. 8 327 −0,86 1 497 7,16
2025-08-12 13F Maripau Wealth Management Llc 7 266 −16,59 1 283 −14,76
2025-08-12 13F Coston, McIsaac & Partners 779 0,00 0
2025-07-16 13F RWM Asset Management, LLC 7 616 108,03 1 346 112,97
2025-08-06 13F Able Wealth Management LLC 2 570 454
2025-04-30 13F Sofos Investments, Inc. 3 054 −51,19 528 −47,46
2025-07-15 13F Unified Investment Management 1 546 0,00 273 2,25
2025-07-30 13F Princeton Global Asset Management LLC 9 253 1,08 1 635 3,42
2025-07-11 13F Windsor Capital Management, LLC 3 482 −0,31 615 1,99
2025-07-25 13F M3 Advisory Group, LLC 4 357 28,98 770 32,08
2025-08-14 13F STAR Financial Bank 79 142 10,21 13 988 12,76
2025-07-25 13F Lodestar Private Asset Management Llc 66 765 7,64 11 800 10,13
2025-07-21 13F Cape Cod Five Cents Savings Bank 5 212 0,00 910 0,00
2025-08-07 13F CENTRAL TRUST Co 56 817 5,19 10 042 7,62
2025-08-11 13F Novak & Powell Financial Services, Inc. 19 729 −27,71 3 487 −26,05
2025-07-07 13F Global Wealth Strategies & Associates 1 357 −1,81 240 0,42
2025-05-15 13F National Wealth Management Group, LLC 1 933 4,26 334 6,39
2025-07-10 13F Brooklyn FI, LLC 1 703 3,71 301 6,01
2025-08-12 13F Weaver Consulting Group 4 594 −1,40 812 0,87
2025-08-14 13F Graney & King, LLC 7 679 0,00 1 357 2,34
2025-07-29 13F LMG Wealth Partners, LLC 3 689 −4,55 652 −2,40
2025-08-27 13F Seneca Financial Advisors LLC 0 −100,00 0 −100,00
2025-07-18 13F Cooper Financial Group 1 403 −27,46 248 −25,75
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 68 608 5,90 12 126 8,35
2025-07-22 13F MBL Wealth, LLC 1 253 221
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 526 −0,94 93 1,10
2025-08-08 13F Cercano Management LLC 69 120 0,00 12 216 2,32
2025-07-16 13F Wealth Group Ltd 2 247 −0,88 397 1,53
2025-07-23 13F High Note Wealth, LLC 0 −100,00 0
2025-08-07 13F Tillman Hartley LLC 9 659 0,63 1 707 2,96
2025-07-29 13F Level Wealth Management LLC 3 656 0,00 646 2,38
2025-08-08 13F MTM Investment Management, LLC 7 049 58,26 1 246 62,32
2025-08-01 13F May Hill Capital, LLC 7 601 2,25 1 343 4,60
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 1 338 236
2025-08-07 13F Montag A & Associates Inc 26 747 −6,19 4 753 −3,47
2025-08-11 13F Rothschild Investment Llc 2 722 4,01 481 6,42
2025-07-10 13F Charter Oak Capital Management, LLC 23 686 1,61 4 186 3,97
2025-07-02 13F First Financial Bank - Trust Division 25 208 0,69 4 455 3,03
2025-07-22 13F DT Investment Partners, LLC 19 590 0,00 3 462 2,34
2025-07-24 13F Thompson Investment Management, Inc. 550 0,00 97 2,11
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-07-16 13F Northern Oak Wealth Management Inc 1 278 0,00 226 2,27
2025-07-15 13F Main Street Group, LTD 838 −30,22 148 −28,50
2025-07-09 13F GSG Advisors LLC 3 193 0,00 564 7,84
2025-07-31 13F Kathleen S. Wright Associates Inc. 5 732 0,39 1 013 2,74
2025-08-13 13F Johnson Financial Group, Inc. 16 230 46,75 2 884 50,99
2025-07-22 13F Global Assets Advisory, LLC 1 223 −31,75 218 −25,09
2025-07-17 13F Genesis Private Wealth, Llc 2 343 0,43 414 2,73
2025-08-12 13F OneAscent Financial Services LLC 17 489 −41,04 3 −40,00
2025-07-24 13F KFA Private Wealth Group, LLC 44 047 −2,28 7 785 −0,01
2025-07-28 13F Naviter Wealth, LLC 2 309 0,00 410 3,54
2025-08-08 13F Campbell Deegan Wealth Management, LLC 101 146 2,98 17 877 5,36
2025-07-14 13F E&G Advisors, LP 74 889 −0,24 13 233 2,07
2025-08-01 13F Integral Investment Advisors, Inc. 2 199 27,92 389 31,08
2025-08-14 13F Pine Harbor Wealth Management, LLC 7 339 −5,72 1 297 −3,50
2025-08-01 13F Advisory Alpha, LLC 16 575 13,06 2 930 15,68
2025-08-08 13F Oak Harvest Investment Services 28 855 2,40 5 100 4,77
2025-07-02 13F Marotta Asset Management 19 115 −4,99 3 378 −3,82
2025-07-28 13F WealthPlan Investment Management, LLC 2 426 37,14 429 40,33
2025-08-07 13F Roberts Glore & Co Inc /il/ 7 067 −0,49 1 249 1,88
2025-08-14 13F/A Perritt Capital Management Inc 863 0,00 153 2,01
2025-08-14 13F Benjamin Edwards Inc 64 140 17,98 11 336 20,72
2025-07-10 13F YHB Investment Advisors, Inc. 1 327 −1,48 235 0,86
2025-07-15 13F BigSur Wealth Management LLC 1 600 0,00 284 2,90
2025-05-14 13F Summit Financial Wealth Advisors, LLC 6 453 −6,72 1 115 −8,54
2025-08-05 13F Texas Bank & Trust Co 5 446 0,00 963 2,34
2025-08-08 13F Cetera Investment Advisers 3 136 589 27,92 554 361 30,88
2025-08-14 13F Snowden Capital Advisors LLC 58 028 0,81 10 312 3,70
2025-08-14 13F Guardian Wealth Management, Inc. 0 −100,00 0
2025-08-08 13F Capital Investment Advisory Services, LLC 101 301 1,81 17 904 4,16
2025-07-31 13F Nisa Investment Advisors, Llc 0 −100,00 0
2025-07-22 13F Integrated Capital Management, LLC 2 140 −9,63 0
2025-08-07 13F Tfo-tdc, Llc 1 184 209
2025-07-31 13F Opes Wealth Management LLC 1 281 4,32 226 6,60
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 12 439 66,01 2 198 69,86
2025-08-01 13F Alexander Labrunerie & Co., Inc. 32 396 2,19 5 726 4,55
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 247 946 −3,73 43 822 −1,50
2025-08-12 13F Frontier Asset Management, LLC 36 966 −4,53 6 533 −2,32
2025-07-14 13F Golden State Equity Partners 6 259 −0,54 1 106 1,75
2025-07-08 13F Lpwm Llc 31 565 4,41 5 579 6,82
2025-07-29 13F Calamos Wealth Management LLC 4 982 −3,22 881 −1,01
2025-07-10 13F Secure Asset Management, LLC 1 257 −4,99 222 −2,63
2025-07-11 13F Arthur M. Cohen & Associates, Llc 2 704 0,00 478 2,14
2025-07-21 13F/A Abacus Planning Group, Inc. 58 072 75,83 10 264 79,89
2025-07-23 13F Laraway Financial Inc 31 063 −2,67 5 490 −0,42
2025-08-05 13F Crestwood Advisors Group LLC 13 890 0,22 2 455 2,51
2025-08-07 13F Greystone Financial Group, LLC 34 408 28,09 6 081 31,06
2025-07-23 13F Independent Solutions Wealth Management, LLC 3 104 −6,76 549 −4,70
2025-07-23 13F Litman Gregory Asset Management LLC 19 411 −0,06 3 431 2,27
2025-08-14 13F Saudi Central Bank 756 686 134 466
2025-07-25 13F Hobbs Group Advisors, LLC 1 193 0,00 211 1,94
2025-07-16 13F Diversified Enterprises, LLC 27 960 1,62 4 942 3,98
2025-07-29 13F Latitude Advisors, LLC 5 084 0,30 899 2,63
2025-08-07 13F PCG Wealth Advisors, LLC 1 312 0,00 232 2,21
2025-09-19 13F Base Wealth Management LLC 18 818 20,17 3 326 22,92
2025-07-29 13F Regions Financial Corp 17 516 1,54 3 096 3,89
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-07-07 13F Versant Capital Management, Inc 1 951 7,73 345 10,26
2025-08-14 13F Mission Creek Capital Partners, Inc. 7 160 −3,61 1 265 −1,40
2025-07-22 13F Noble Family Wealth, LLC 215 675 5,98 38 118 8,43
2025-08-04 13F Quaker Wealth Management, LLC 5 1
2025-08-12 13F Chaney Capital Management, Inc. 254 993 2,01 45 067 4,37
2025-08-12 13F Hanover Advisors Inc 11 003 −6,71 1 945 −4,57
2025-08-14 13F Betterment LLC 5 196 580 −0,55 918 1,77
2025-07-14 13F LaFleur & Godfrey LLC 4 822 −3,25 852 −0,93
2025-07-17 13F Gleason Group, Inc. 342 437 43,53 60 522 46,85
2025-07-10 13F Arbor Wealth Advisors LLC 166 578 0,00 29 441 2,31
2025-07-09 13F Thrive Wealth Management, LLC 774 481 3,11 136 882 5,50
2025-07-25 13F PrairieView Partners, LLC 218 223 4,46 39 5,56
2025-07-18 13F Pacific Point Advisors, LLC 4 129 0,00 730 2,24
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 0 −100,00 0
2025-08-13 13F Mayfair Advisory Group, LLC 73 667 13,11 13 112 16,55
2025-07-18 13F Truist Financial Corp 3 235 790 6,07 571 893 8,52
2025-07-25 13F Parker Financial LLC 133 424 2,02 23 580 4,37
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 27 5
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-07-29 13F United Bank 21 435 1,81 3 788 4,18
2025-08-11 13F Heritage Wealth Advisors 4 487 18,48 793 21,25
2025-07-07 13F Wilson & Boucher Capital Management, LLC 15 953 0,79 2 819 3,11
2025-07-14 13F Infinity Wealth Counsel, LLC 16 325 2,09 2 885 4,45
2025-07-23 13F Mullooly Asset Management, Inc. 2 612 −40,80 462 −39,50
2025-08-12 13F Auxano Advisors, LLC 23 611 −0,02 4 173 2,30
2025-07-29 13F Private Wealth Management Group, LLC 1 484 0,00 262 2,34
2025-07-17 13F Stephens Group Asset Management, Llc 928 740 9,50 164 146 12,03
2025-07-16 13F Brave Asset Management Inc 5 913 −8,69 1 045 −6,53
2025-07-23 13F Winthrop Advisory Group LLC 25 808 209,52 4 586 218,47
2025-07-24 13F Vantage Point Financial LLC 1 841 0,00 325 2,20
2025-08-14 13F JPL Wealth Management, LLC 1 225 −74,89 216 −74,35
2025-07-25 13F Verdence Capital Advisors LLC 35 184 0,50 6 218 2,83
2025-08-13 13F JT Stratford LLC 3 881 −6,05 686 −3,93
2025-07-24 13F Trust Co of Tennessee 477 599 −0,11 84 411 2,20
2025-08-05 13F Arrowroot Family Office, LLC 4 608 0,22 814 4,63
2025-07-14 13F GAMMA Investing LLC 14 239 12,05 2 517 14,62
2025-08-06 13F Legacy Wealth Managment, LLC/ID 678 −29,60 120 −28,31
2025-04-25 13F Westfuller Advisors, LLC 0 −100,00 0 −100,00
2025-07-30 13F Fiduciary Family Office, Llc 30 934 5 467
2025-08-08 13F Mv Capital Management, Inc. 20 208 0,00 3 572 2,32
2025-08-11 13F Teachers Insurance & Annuity Association Of America 6 126 0,00 1 083 2,27
2025-08-04 13F Twin City Private Wealth, Llc 3 790 −7,90 673 −5,35
2025-07-17 13F TBH Global Asset Management, LLC 76 621 −15,05 16 255 −10,99
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-08-14 13F Vista Capital Partners, Inc. 781 419 −1,90 138 108 0,38
2025-08-14 13F Connecticut Wealth Management, LLC 55 362 8,92 9 785 11,45
2025-08-14 13F Archetype Wealth Partners 1 831 −11,03 0
2025-08-14 13F Acorn Wealth Advisors, LLC 13 347 59,25 2 359 62,96
2025-08-06 13F Souders Financial Advisors 83 891 12,33 14 827 14,93
2025-07-30 13F Rehmann Capital Advisory Group 25 660 0,02 4 535 2,35
2025-08-13 13F Smith, Moore & Co. 11 409 −18,45 2 016 −16,56
2025-07-16 13F EdgeRock Capital LLC 104 442 18 482
2025-08-05 13F American Capital Advisory, LLC 61 0,00 11 0,00
2025-08-13 13F Townsquare Capital Llc 1 810 −99,34 320 −99,32
2025-08-01 13F Austin Private Wealth, LLC 2 112 0,62 373 3,04
2025-08-11 13F Avantax Planning Partners, Inc. 42 269 −3,21 7 471 −0,97
2025-07-22 13F Cedar Mountain Advisors, LLC 5 606 0,00 991 2,27
2025-07-17 13F XML Financial, LLC 22 083 2,84 3 903 5,20
2025-07-15 13F Bfsg, Llc 950 2,59 168 5,03
2025-07-03 13F TrueWealth Advisors, LLC 3 644 −0,05 644 2,38
2025-07-23 13F Hager Investment Management Services, Llc 0 −100,00 0
2025-08-15 13F North Ridge Wealth Advisors, Inc. 9 933 −0,38 1 756 1,92
2025-08-15 13F Binnacle Investments Inc 7 471 2,24 1 320 4,60
2025-07-09 13F Orser Capital Management, Llc 29 688 −39,17 5 247 −37,76
2025-07-24 13F Horizon Bancorp Inc /in/ 44 969 −1,02 8 0,00
2025-07-23 13F Bear Mountain Capital, Inc. 283 0,00 50 6,38
2025-07-22 13F Checchi Capital Advisers, LLC 5 487 −2,35 970 −0,10
2025-07-31 13F Optimum Investment Advisors 325 0,00 57 1,79
2025-07-23 13F Traphagen Investment Advisors Llc 3 000 −0,03 530 2,32
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 959 938 0,58 170 3,05
2025-08-13 13F Cary Street Partner Investment Advisory Llc 785 0,00 139 2,22
2025-08-13 13F Northern Trust Corp 177 370 10,04 31 348 12,59
2025-07-18 13F Centricity Wealth Management, LLC 371 −42,92 66 −41,96
2025-07-30 13F CORDA Investment Management, LLC. 6 741 −7,72 1 191 −5,55
2025-07-16 13F Newton One Investments LLC 25 344 6,39 4 479 8,85
2025-08-13 13F Raab & Moskowitz Asset Management LLC 54 044 −3,52 9 552 −1,28
2025-07-07 13F Capital Asset Advisory Services LLC 9 544 1 704
2025-08-13 13F Cresset Asset Management, LLC 285 357 0,01 50 709 2,89
2025-08-04 13F Canton Hathaway, LLC 515 0,00 0
2025-08-06 13F Bonfire Financial 29 056 0,49 5 163 3,38
2025-07-16 13F BOS Asset Management, LLC 9 584 0,66 1 694 2,98
2025-07-17 13F Camelot Portfolios, LLC 11 664 −9,48 2 062 −7,37
2025-07-24 13F Grand Wealth Management, Llc 434 −23,73 77 −21,43
2025-08-14 13F Talisman Wealth Advisors LLC 4 886 0,00 863 2,37
2025-08-14 13F Peapack Gladstone Financial Corp 12 407 −12,74 2 0,00
2025-07-30 13F DecisionMap Wealth Management, LLC 4 238 −4,42 749 −2,09
2025-08-05 13F Freestone Capital Holdings, LLC 11 398 2,62 2 015 5,01
2025-08-14 13F Integrated Wealth Concepts LLC 149 133 −1,83 26 358 0,44
2025-07-17 13F Oakworth Capital, Inc. 2 285 0,00 404 2,28
2025-07-24 13F Comprehensive Money Management Services LLC 2 155 −4,43 381 −2,31
2025-07-09 13F Goelzer Investment Management, Inc. 0 −100,00 0 −100,00
2025-07-22 13F Iowa State Bank 8 891 0,00 1 571 2,35
2025-07-28 13F Cutler Investment Counsel Llc 32 579 −1,85 5 789 0,96
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 81 110 0,00 14 335 2,32
2025-08-14 13F Permanens Capital L.P. 797 030 1,17 141 630 4,07
2025-08-14 13F Oxford Financial Group Ltd 267 469 −1,28 47 272 1,00
2025-08-04 13F Carret Asset Management, Llc 21 174 1,47 3 742 3,83
2025-07-17 13F Robbins Farley Llc 100 18
2025-08-20 13F/A Thompson Davis & Co., Inc. 4 682 −1,62 827 0,73
2025-07-08 13F/A Salem Investment Counselors Inc 4 272 −5,47 759 −2,69
2025-07-09 13F Procyon Private Wealth Partners, LLC 11 689 40,88 2 066 44,10
2025-07-22 13F Peoples Bank /oh 1 557 −6,04 275 −3,85
2025-07-28 13F Rosenberg Matthew Hamilton 181 29,29 32 29,17
2025-08-11 13F Alteri Wealth LLC 3 299 1,70 583 3,93
2025-08-14 13F Mariner, LLC 4 659 847 3,95 823 576 6,37
2025-08-27 NP ACALX - Advisors Capital Active All Cap Fund 194 600 21,85 34 394 24,68
2025-08-05 13F Fortress Wealth Group, LLC 172 256 −0,73 30 520 5,79
2025-08-14 13F Citadel Advisors Llc Call 33 500 18,79 5 921 21,54
2025-07-25 13F Wells Financial Advisors INC 11 706 −12,65 2 069 −10,67
2025-08-14 13F Citadel Advisors Llc Put 8 000 −56,28 1 414 −55,30
2025-07-24 13F Lokken Investment Group LLC 108 645 0,38 19 202 2,70
2025-08-05 13F Tsfg, Llc 31 455 8,20 6 0,00
2025-08-05 13F Strategic Financial Concepts, LLC 19 879 2,76 3 513 5,15
2025-08-13 13F GM Advisory Group, Inc. 10 747 29,28 1 899 32,24
2025-07-10 13F Wedmont Private Capital 31 405 8,63 5 598 19,65
2025-07-01 13F Stonehearth Capital Management, LLC 11 059 −6,79 1 955 −4,64
2025-07-09 13F Hiley Hunt Wealth Management 170 286 0,76 30 345 4,19
2025-07-07 13F Accelerate Investment Advisors LLC 4 976 5,63 879 8,12
2025-07-16 13F Independent Wealth Network Inc. 3 395 57,25 600 61,29
2025-07-29 13F Northeast Investment Management 18 610 3,42 3 289 5,82
2025-07-22 13F Innovative Wealth Building LLC 1 196 211
2025-08-04 13F Roble, Belko & Company, Inc 150 0,00 0
2025-08-14 13F Capitolis Liquid Global Markets LLC 310 100 54 807
2025-07-09 13F Fermata Advisors, LLC 14 787 −56,55 2 614 −55,55
2025-08-13 13F IAG Wealth Partners, LLC 2 002 0,00 354 2,32
2025-08-14 13F Atomi Financial Group, Inc. 130 998 −4,13 23 153 −1,91
2025-08-14 13F Raymond James Financial Inc 7 446 585 −3,09 1 316 109 −0,84
2025-08-07 13F Flagship Wealth Advisors, Llc 55 792 11,01 9 861 13,58
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 108 0,00 19 0,00
2025-08-14 13F Partners Capital Investment Group, Llp 662 810 −60,14 117 145 −59,22
2025-07-07 13F Discipline Wealth Solutions, LLC 5 425 43,71 959 46,93
2025-04-21 13F Trifecta Capital Advisors, LLC 0 −100,00 0
2025-07-17 13F Alpine Bank Wealth Management 13 220 0,00 2 337 2,32
2025-07-09 13F Beacon Financial Group 77 496 25,23 13 697 28,13
2025-08-08 13F Accredited Investors Inc. 473 269 6,19 83 646 8,65
2025-07-16 13F Five Oceans Advisors 1 254 −18,78 222 −16,92
2025-08-11 13F Landaas & Co /wi /adv 2 609 −11,59 461 −9,61
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-07-31 13F Briaud Financial Planning, Inc 1 026 0,00 0
2025-07-25 13F Priebe Wealth Holdings LLC 0 −100,00 0
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-08-05 13F Mission Wealth Management, Lp 2 325 179 2,67 410 957 5,05
2025-08-08 13F SG Americas Securities, LLC 7 100 0,00 1 0,00
2025-08-01 13F Gwn Securities Inc. 4 524 −82,28 803 −81,56
2025-07-17 13F HB Wealth Management, LLC 62 049 15,79 10 967 18,47
2025-07-17 13F Symmetry Partners, LLC 49 789 −17,71 8 800 −15,81
2025-08-12 13F Farmers National Bank 2 118 −0,75 374 1,63
2025-08-14 13F Principal Street Partners, LLC 8 503 509
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 1 909 1,22 339 4,31
2025-08-11 13F Hexagon Capital Partners LLC 20 198 −11,51 3 570 −9,46
2025-07-28 13F Kiker Wealth Management, LLC 160 28
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-08-12 13F/A Cozad Asset Management Inc 7 446 1,99 1 316 4,36
2025-08-18 13F Geneos Wealth Management Inc. 80 195 9,33 14 174 11,86
2025-07-10 13F Global Financial Private Client, LLC 6 235 −0,14 1 102 2,13
2025-07-08 13F Baker Ellis Asset Management LLC 4 140 0,00 732 2,24
2025-07-24 13F PDS Planning, Inc 11 523 0,01 2 037 2,31
2025-08-14 13F Schwallier Wealth Management LLC 118 106 17,94 20 874 20,67
2025-04-14 13F Greenspring Advisors, LLC 1 386 0,00 239 2,14
2025-08-13 13F Provida Pension Fund Administrator 0 −100,00 0 −100,00
2025-08-14 13F Vident Advisory, LLC 1 217 −84,66 215 −84,31
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 32 838 30,29 5 802 33,26
2025-07-28 13F Td Asset Management Inc 1 466 0,00 259 2,37
2025-08-20 13F/A Coppell Advisory Solutions LLC 7 931 0,24 1 401 6,54
2025-07-10 13F Mogy Joel R Investment Counsel Inc 4 315 0,00 763 2,28
2025-07-10 13F Hurlow Wealth Management Group, Inc. 14 888 −4,31 2 631 −2,08
2025-08-27 13F/A Putney Financial Group LLC 3 075 −2,38 543 −0,18
2025-07-23 13F Cohen Investment Advisors LLC 6 028 4,15 1 065 6,61
2025-08-14 13F Van Den Berg Management I, Inc 124 63,16 22 61,54
2025-07-07 13F OMNI 360 Wealth, Inc. 1 498 −5,49 265 −3,30
2025-08-14 13F Wharton Business Group, LLC 1 858 0,00 0
2025-08-14 13F BancorpSouth Bank 1 664 1,46 294 3,89
2025-08-11 13F VSM Wealth Advisory, LLC 45 076 9,83 7 967 12,37
2025-05-09 13F Toews Corp /adv 0 −100,00 0
2025-08-07 13F Guidance Capital, Inc 1 822 −7,61 320 −3,92
2025-07-08 13F Nbc Securities, Inc. 6 128 5,22 1 0,00
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 8 215 −15,88 1 452 −13,94
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-07-28 13F Arlington Financial Advisors, LLC 3 570 −52,36 631 −51,31
2025-07-14 13F Abound Wealth Management 2 827 28,09 500 30,97
2025-07-21 13F Ameriflex Group, Inc. 8 753 −10,04 1 542 −8,21
2025-08-06 13F Legacy Investment Solutions, LLC 678 358,11 120 357,69
2025-08-13 13F Botty Investors LLC 29 467 0,00 5 236 2,87
2025-08-07 13F FDx Advisors, Inc. 17 568 −0,96 3 0,00
2025-07-30 13F First Interstate Bank 1 835 49,43 324 52,83
2025-08-14 13F Spears Abacus Advisors LLC 2 714 6,22 480 8,62
2025-07-15 13F Heritage Oak Wealth Advisors Llc 1 135 −14,79 201 −13,04
2025-08-01 13F SwitchPoint Financial Planning, LLC 17 673 13,89 3 124 16,53
2025-05-08 13F Banque Cantonale Vaudoise 0 −100,00 0
2025-08-11 13F Eq Llc 1 288 0,00 228 2,25
2025-07-10 13F White Wing Wealth Management 1 767 0,00 312 9,47
2025-07-31 13F Guardian Asset Advisors, LLC 8 018 86,34 1 417 90,71
2025-08-06 13F Simmons Bank 33 112 −8,28 5 852 −6,16
2025-08-08 13F Thoroughbred Financial Services, Llc 14 373 −14,44 3 0,00
2025-07-21 13F Curran Financial Partners, LLC 21 549 36,34 3 809 39,49
2025-08-08 13F Nixon Peabody Trust Co 10 685 0,00 1 888 2,33
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 22 500 −6,13 3 977 −3,96
2025-07-23 13F Capital Management Associates, Inc 6 434 −50,07 1 137 −48,92
2025-07-30 13F Greenup Street Wealth Management Llc 154 244 11,09 27 261 13,66
2025-08-05 13F Verity Asset Management, Inc. 5 435 −49,20 961 −48,05
2025-08-06 13F Stone House Investment Management, LLC 2 227 230,42 394 238,79
2025-08-13 13F Rinkey Investments 82 019 −9,42 14 496 −7,31
2025-07-07 13F Trust Co 313 560 −9,04 55 418 −6,93
2025-07-24 13F Weaver Capital Management LLC 69 507 −0,90 12 285 1,39
2025-08-12 13F Mcdonald Partners Llc 1 412 0,00 250 2,47
2025-07-23 13F Morton Capital Management LLC/CA 1 439 −3,49 254 −1,17
2025-07-25 13F Midwest Capital Advisors, LLC 14 212 −13,29 2 512 −11,30
2025-07-03 13F Collective Family Office Llc 62 058 −6,65 10 968 −4,48
2025-07-07 13F St. Clair Advisors, LLC 1 316 0,00 233 2,20
2025-08-05 13F Cassaday & Co Wealth Management LLC 4 214 −7,93 745 −5,82
2025-08-04 13F Murphy Pohlad Asset Management LLC 3 591 0,00 635 2,26
2025-08-29 13F Centaurus Financial, Inc. 10 530 1,46 2 0,00
2025-04-29 13F 44 Wealth Management Llc 0 −100,00 0
2025-07-16 13F Squire Investment Management Company, LLC 7 197 0,00 1 272 2,25
2025-07-15 13F Oak Wealth Advisors LLC 5 930 −5,50 1 054 −2,77
2025-07-15 13F Focused Wealth Management, Inc 624 174 −0,58 110 317 1,72
2025-07-16 13F Pacific Sage Partners, LLC 3 321 7,34 587 9,93
2025-08-11 13F Mosaic Family Wealth Partners, Llc 180 414 8,06 31 886 10,56
2025-08-14 13F IPG Investment Advisors LLC 36 981 −0,21 6 572 2,66
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 11 404 35,62 2 038 50,11
2025-07-25 13F Apollon Wealth Management, LLC 60 546 19,73 10 701 22,50
2025-08-12 13F Passive Capital Management, LLC. 4 236 0,00 756 3,42
2025-09-23 13F Dakota Community Bank & Trust NA 0 −100,00 0
2025-07-15 13F Accurate Wealth Management, LLC 8 650 2,63 1 552 13,79
2025-08-07 13F Beese Fulmer Investment Management, Inc. 5 539 4,65 979 7,00
2025-07-22 13F Fortitude Advisory Group L.L.C. 10 006 4,96 1 768 14,95
2025-07-16 13F Traveka Wealth, LLC 65 488 −2,61 11 574 −0,35
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 96 083 8,25 16 982 10,76
2025-08-14 13F Seven Mile Advisory 1 353 0,00 239 2,58
2025-07-15 13F Total Wealth Planning, Llc 317 036 4,12 56 033 6,53
2025-07-15 13F Cordant, Inc. 262 0,00 46 2,22
2025-07-31 13F Waldron Private Wealth LLC 1 449 416 0,38 257 565 3,27
2025-08-13 13F Brown Advisory Inc 182 517 7,25 32 258 9,73
2025-08-08 13F Keyvantage Wealth, Llc 20 846 −6,11 3 684 −3,94
2025-07-22 13F Warwick Investment Management, Inc. 253 652 1,33 44 830 3,67
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 591 −0,17 104 1,96
2025-08-04 13F Rede Wealth, LLC 4 749 19,26 839 22,13
2025-08-05 13F W.G. Shaheen & Associates DBA Whitney & Co 1 175 −16,07 208 −14,11
2025-08-01 13F Red Lighthouse Investment Management, Llc 1 284 −15,58 227 −8,50
2025-07-29 13F Private Trust Co Na 17 774 5,93 3 141 8,39
2025-08-13 13F Wealthedge Investment Advisors, Llc 31 187 −9,21 5 512 −7,10
2025-08-14 13F BTG Pactual Asset Management US LLC 3 184 0,09 563 2,37
2025-07-15 13F SJS Investment Consulting Inc. 3 751 1,74 663 4,09
2025-08-15 13F Blue Edge Capital, LLC 307 452 −0,73 54 339 1,57
2025-07-09 13F Towerpoint Wealth, LLC 151 517 2,94 26 779 5,32
2025-07-29 13F Novare Capital Management Llc 1 440 0,00 255 2,42
2025-08-04 13F Field & Main Bank 98 0,00 17 6,25
2025-08-12 13F BlackRock, Inc. 326 540 −33,93 57 713 −32,40
2025-07-16 13F Tenret Co LLC 104 472 −6,87 18 464 −4,71
2025-08-04 13F Northwest Financial Advisors 1 286 −2,13 227 0,00
2025-07-23 13F Joel Isaacson & Co., LLC 26 399 37,72 4 666 40,89
2025-08-14 13F Destination Wealth Management 28 489 −7,45 5 035 −5,30
2025-07-22 13F Apexium Financial, Lp 23 088 −11,35 4 100 −8,85
2025-07-17 13F Eclectic Associates Inc /adv 46 928 1,93 8 294 4,31
2025-08-12 13F Choate Investment Advisors 10 941 −8,34 1 934 −6,21
2025-08-04 13F Adell Harriman & Carpenter Inc 3 802 −8,01 672 −5,89
2025-08-14 13F Freedom Financial Partners LLC 7 174 0,35 1 268 2,67
2025-08-12 13F Boreal Capital Management LLC 1 910 339
2025-07-18 13F Client 1st Advisory Group, Llc 2 318 0,00 410 2,25
2025-08-14 13F/A Forefront Analytics, LLC 16 391 14,35 2 897 17,01
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 178 341 −5,54 31 520 −3,35
2025-08-08 13F Atlantic Trust, LLC 1 551 53,56 274 57,47
2025-08-14 13F/A Barclays Plc 412 0,00 0
2025-08-06 13F Soltis Investment Advisors LLC 9 200 7,92 1 626 10,46
2025-07-22 13F Olistico Wealth, LLC 44 559 −3,02 7 875 −0,77
2025-07-09 13F Westmount Partners, LLC 3 787 0,00 669 2,29
2025-08-11 13F Aptus Capital Advisors, LLC 17 344 5,78 3 065 8,23
2025-08-18 13F Wellington Capital Management, Inc. 3 642 1
2025-08-08 13F Citizens Financial Group Inc/ri 670 761 −0,49 119 103 2,29
2025-07-24 13F 3Chopt Investment Partners, LLC 369 66
2025-08-05 13F Blue Barn Wealth, LLC 12 306 −1,09 2 174 1,16
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-14 13F VPR Management LLC 3 350 0,00 592 2,42
2025-08-04 13F Spire Wealth Management 119 413 −1,48 21 105 0,81
2025-05-15 13F FSA Wealth Management LLC 0 −100,00 0
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-14 13F Fmr Llc 4 567 167 −1,79 807 201 0,48
2025-05-14 13F Gw Henssler & Associates Ltd 1 401 0,00 245 0,00
2025-08-13 13F Gibbs Wealth Management 1 139 201
2025-05-05 13F SNS Financial Group, LLC 0 −100,00 0
2025-05-15 13F Balyasny Asset Management Llc 0 −100,00 0 −100,00
2025-07-25 13F Acorn Creek Capital Llc 158 943 4,77 28 092 7,19
2025-07-09 13F Defined Wealth Management, Llc 29 767 0,99 5 261 3,32
2025-08-05 13F Mountain Hill Investment Partners Corp. 11 0,00 2 0,00
2025-08-06 13F Convergence Financial, LLC 2 259 7,78 399 10,22
2025-07-17 13F Sonora Investment Management Group, LLC 2 282 76,35 403 80,72
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 47 −2,08 8 0,00
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 2 708 0,00 479 2,36
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 559 949 0,00 98 965 2,32
2025-08-04 13F Syverson Strege & Co 1 747 −1,13 309 0,98
2025-08-11 13F Empowered Funds, LLC 29 168 7,11 5 155 9,59
2025-08-26 13F Claris Financial LLC 18 854 −24,97 3 332 −21,66
2025-07-22 13F/A Elser Financial Planning, Inc 3 022 69,02 534 73,38
2025-08-07 13F Mosaic Financial Group, Llc 1 871 0,00 0
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 1 329 −0,37 235 1,74
2025-08-14 13F Boston Private Wealth Llc 3 343 591
2025-08-11 13F NewEdge Wealth, LLC 260 596 −5,34 46 094 −3,07
2025-07-17 13F Mokosak Advisory Group, LLC 61 812 −1,01 10 924 1,29
2025-08-08 13F Parker Investment Management, LLC 0 −100,00 0
2025-07-14 13F Chris Bulman Inc 32 932 −1,02 5 820 1,27
2025-07-17 13F Greenhouse Wealth Management, LLC 72 748 −4,85 12 857 −2,62
2025-08-12 13F Wealth Advisors of Iowa, LLC 1 590 0,00 281 2,55
2025-08-13 13F Philadelphia Trust Co 1 297 0,00 0
2025-07-28 13F Delap Wealth Advisory, Llc 1 785 0,00 315 2,27
2025-08-12 13F Country Trust Bank 506 0,00 89 2,30
2025-07-11 13F SILVER OAK SECURITIES, Inc 11 767 11,94 2 080 15,82
2025-08-06 13F Horizon Investment Services, LLC 4 258 −3,21 753 −0,92
2025-07-01 13F Rowland & Co Investment Counsel/adv 1 833 0,00 324 2,22
2025-08-07 13F Rollins Financial Advisors, LLC 10 526 −8,12 1 860 −5,97
2025-08-13 13F Lido Advisors, LLC 302 044 43,73 53 384 47,06
2025-08-27 13F Cypress Capital Advisors, LLC 16 744 20,74 2 959 23,55
2025-07-31 13F Money Design Co.,Ltd. 1 384 981 4,99 245 7,49
2025-07-11 13F BTC Capital Management, Inc. 57 757 −2,21 10 208 0,04
2025-07-23 13F Steel Peak Wealth Management LLC 6 727 −31,83 1 195 −29,87
2025-08-05 13F Next Capital Management LLC 2 765 10,12 489 12,70
2025-07-24 13F Robertson Stephens Wealth Management, LLC 134 073 0,80 23 825 3,70
2025-08-11 13F Cladis Investment Advisory, LLC 3 088 54,40 546 57,97
2025-08-07 13F Fonville Wealth Management LLC 19 836 7,53 3 516 13,20
2025-07-10 13F NorthCrest Asset Manangement, LLC 2 062 −24,94 370 −21,94
2025-08-14 13F Matrix Private Capital Group Llc 99 775 −0,64 17 730 2,22
2025-08-14 13F Nepc Llc 659 573 −13,35 116 573 −11,34
2025-08-12 13F Insigneo Advisory Services, Llc 32 410 −8,55 5 728 −6,42
2025-08-14 13F Vivaldi Capital Management, LLC 25 848 14,63 4 568 17,28
2025-08-15 13F Orcam Financial Group 7 827 0,00 1 383 2,37
2025-07-07 13F Avenue 1 Advisors, LLC 127 130 4,65 22 469 7,07
2025-07-17 13F ERn Financial, LLC 20 165 −0,75 3 564 1,57
2025-07-22 13F 4Thought Financial Group Inc. 2 804 −68,32 496 −67,63
2025-08-01 13F First Command Advisory Services, Inc. 717 −26,01 127 −24,55
2025-08-06 13F Nvwm, Llc 130 23
2025-08-11 13F Birnam Oak Advisors, LP 38 000 0,00 6 716 2,32
2025-08-01 13F Vision Financial Markets Llc 81 1,25 14 7,69
2025-05-06 13F Old Port Advisors 0 −100,00 0
2025-07-17 13F Global Trust Asset Management, LLC 5 562 −33,36 983 −31,85
2025-08-14 13F Janus Henderson Group Plc 105 547 −1,49 18 654 1,92
2025-08-12 13F State Farm Mutual Automobile Insurance Co 550 97
2025-08-11 13F Regal Investment Advisors LLC 8 453 53,00 1 494 56,50
2025-08-12 13F Tocqueville Asset Management L.p. 16 139 −4,72 2 852 −2,53
2025-08-07 13F Topel & Distasi Wealth Management, LLC 94 583 −11,06 16 717 −9,00
2025-07-18 13F Martel Wealth Advisors Inc 34 540 0,08 6 105 2,40
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3 492 0,34 617 3,87
2025-05-13 13F Constant Guidance Financial LLC 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 135 372 −6,11 23 926 −1,98
2025-08-14 13F First Manhattan Co 25 234 3,96 4 484 6,97
2025-08-14 13F Harmony Asset Management Llc 8 803 5,92 1 556 8,36
2025-07-15 13F/A Kure Advisory, LLC 1 339 0,00 237 2,16
2025-07-24 13F Jfs Wealth Advisors, Llc 18 142 −1,01 3 206 1,30
2025-07-15 13F RVW Wealth, LLC 1 711 5,81 302 8,24
2025-08-15 13F Stonebridge Capital Advisors LLC 1 324 0,00 234 2,63
2025-08-01 13F Cedar Point Capital Partners, LLC 1 786 0,39 316 2,61
2025-08-15 13F Provenance Wealth Advisors, LLC 0 −100,00 0
2025-07-16 13F Highline Wealth Partners Llc 1 566 0,77 277 2,99
2025-08-11 13F Rockbridge Investment Management, LCC 14 405 −4,01 2 546 −1,77
2025-07-30 13F Towneley Capital Management, Inc / DE 2 145 −28,76 379 −27,12
2025-05-01 13F Berkeley, Inc 0 −100,00 0 −100,00
2025-07-15 13F Mather Group, Llc. 1 238 954 2,06 218 973 4,43
2025-08-13 13F Mackenzie Financial Corp 42 667 12,98 7 541 15,59
2025-07-31 13F Wealthfront Advisers Llc 71 936 20,69 12 714 23,48
2025-08-12 13F EFG Asset Management (Americas) Corp. 4 286 0,00 758 2,30
2025-08-05 13F Plante Moran Financial Advisors, LLC 7 830 13,05 1 384 15,73
2025-08-11 13F Lanham O'Dell & Company, Inc. 56 421 9 972
2025-07-17 13F Flywheel Private Wealth LLC 8 376 0,00 1 480 2,35
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 740 133
2025-08-04 13F Beirne Wealth Consulting Services, LLC 1 737 0,00 309 2,67
2025-08-05 13F Everest Management Corp. 11 806 0,00 2 087 2,31
2025-08-06 13F Cloud Capital Management, LLC 16 114 10,98 3 0,00
2025-08-01 13F Transcend Wealth Collective, Llc 32 623 −49,24 5 766 −48,07
2025-07-10 13F SK Wealth Management, LLC 1 824 0,55 325 13,24
2025-08-14 13F Glenmede Investment Management, LP 206 437 36 486
2025-07-31 13F DDD Partners, LLC 3 432 −1,66 606 0,66
2025-08-12 13F Pettyjohn, Wood & White, Inc 1 333 0,00 236 2,17
2025-07-09 13F Dynamic Advisor Solutions LLC 127 535 8,89 22 541 11,41
2025-07-24 13F rebel Financial LLC 10 911 1 939
2025-08-11 13F Pineridge Advisors LLC 243 0,00 43 2,38
2025-08-13 13F Nicolet Advisory Services, Llc 48 374 4,28 8 490 14,68
2025-07-23 13F InTrack Investment Management Inc 6 404 1 132
2025-07-29 13F First Bancorp, Inc /ME/ 10 990 14,32 1 942 16,99
2025-07-31 13F Resonant Capital Advisors, LLC 1 128 200
2025-08-13 13F Shepherd Financial Partners LLC 13 783 −3,24 2 436 −0,98
2025-08-14 13F Banque Transatlantique SA 0 −100,00 0
2025-07-23 13F SpringVest Wealth Management LLC 3 164 0,00 562 2,93
2025-08-06 13F Ethos Financial Group, LLC 7 801 356,73 1 385 369,15
2025-08-07 13F King Luther Capital Management Corp 685 2,39
2025-07-01 13F BancFirst Trust & Investment Management 1 194 0,00 211 3,45
2025-07-29 13F Creekside Partners 5 597 0,00 989 2,38
2025-04-29 13F Hm Payson & Co 938 0,00 162 2,53
2025-07-23 13F Wealth Management Nebraska 0 −100,00 0
2025-07-31 13F Gill Capital Partners, Llc 77 867 1,97 13 762 4,34
2025-07-14 13F Southland Equity Partners LLC 6 269 −19,30 1 108 −17,38
2025-08-07 13F Evoke Wealth, Llc 377 494 −0,64 67 082 2,22
2025-08-07 13F Traynor Capital Management, Inc. 1 176 −52,41 210 −50,70
2025-07-18 13F TruNorth Capital Management, LLC 5 075 0,00 897 2,28
2025-07-17 13F Smith, Salley & Associates 1 374 0,00 243 2,11
2025-07-21 13F Synergy Financial Management, LLC 1 217 215
2025-08-05 13F Northcape Wealth Management, Llc 2 649 468
2025-08-07 13F Cahill Financial Advisors Inc 228 422 3,68 40 371 6,08
2025-07-14 13F CJM Wealth Advisers, Ltd. 92 308 1,28 16 315 3,62
2025-07-23 13F 1 North Wealth Services Llc 21 0,00 4 0,00
2025-08-11 13F TRUE Private Wealth Advisors 6 785 −68,80 1 199 −68,08
2025-07-09 13F Massmutual Trust Co Fsb/adv 1 396 72,77 247 76,98
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-07-28 13F Innova Wealth Partners 2 269 0,00 401 2,56
2025-08-13 13F Edgestream Partners, L.P. 5 446 193,74 963 200,63
2025-08-12 13F Putnam Fl Investment Management Co 13 840 0,66 2 446 3,03
2025-08-15 13F Strategic Investment Advisors / MI 237 143 0,37 41 913 2,69
2025-08-14 13F Investmark Advisory Group LLC 3 300 3,42 583 5,81
2025-07-17 13F Sterling Investment Advisors, Ltd. 1 909 −19,89 337 −18,00
2025-07-30 13F Granite Harbor Advisors, Inc. 14 628 0,00 2 585 2,34
2025-07-08 13F Arlington Trust Co LLC 1 625 −15,58 287 −13,55
2025-08-06 13F Savant Capital, LLC 209 344 22,65 36 999 25,49
2025-08-14 13F Hilltop Holdings Inc. 19 656 −4,21 3 474 −1,98
2025-07-22 13F Capital Advisors Inc/ok 4 050 −18,17 716 −16,28
2025-07-16 13F Kiley Juergens Wealth Management, Llc 27 318 0,00 4 828 2,33
2025-07-30 13F Fairway Wealth LLC 7 −99,32 1 −99,44
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 383 655 9,03 67 885 12,75
2025-07-29 13F Koshinski Asset Management, Inc. 319 812 0,74 56 524 3,08
2025-07-30 13F Roman Butler Fullerton & Co 6 022 1 088
2025-08-05 13F Mason Investment Advisory Services, Inc. 3 316 −3,69 586 −1,35
2025-08-11 13F Mill Creek Capital Advisors, LLC 5 282 774 −1,76 933 677 0,51
2025-07-25 13F Advocate Group Llc 7 948 0,00 1 405 2,33
2025-07-24 13F Copperwynd Financial, LLC 135 480 5,47 23 945 7,91
2025-08-06 13F Aspect Partners, LLC 207 0,00 37 2,86
2025-08-07 13F Alliance Wealth Management Group 2 656 0,00 469 2,40
2025-07-17 13F Mustard Seed Financial, LLC 39 274 2,78 6 941 5,17
2025-07-29 13F Uhlmann Price Securities, Llc 4 003 −5,57 707 −3,42
2025-07-08 13F ShankerValleau Wealth Advisors, Inc. 1 168 0,00 206 2,49
2025-07-15 13F Signet Financial Management, Llc 38 074 −5,95 6 729 −3,78
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 5 363 2,41 958 5,86
2025-07-17 13F KG&L Capital Management,LLC 4 771 20,21 843 23,07
2025-08-14 13F LM Advisors LLC 17 194 −0,22 3 50,00
2025-08-14 13F Aristotle Capital Management, LLC 7 241 −29,28 1 280 −27,66
2025-08-06 13F Modera Wealth Management, LLC 1 651 080 −0,70 291 814 1,60
2025-04-28 13F Great Point Wealth Advisors, LLC 1 955 0,00 338 2,12
2025-07-15 13F Financial Management Professionals, Inc. 137 178 0,75 24 377 3,64
2025-05-19 13F Smith Asset Management Co., LLC 3 659 3,24 632 5,33
2025-08-06 13F Commonwealth Equity Services, Llc 3 401 789 −0,97 601 1,35
2025-07-30 13F Berkeley Capital Partners, LLC 5 633 −0,14 996 2,16
2025-07-15 13F Revisor Wealth Management LLC 1 637 −1,03 294 2,81
2025-08-01 13F Rossby Financial, LCC 1 293 37,99 229 48,05
2025-08-04 13F Atria Investments Llc 411 778 −1,60 72 778 0,68
2025-07-29 13F BKM Wealth Management, LLC 17 340 1,69 3 065 4,04
2025-07-09 13F OLIO Financial Planning 303 068 4,25 53 564 6,67
2025-08-01 13F Envestnet Asset Management Inc 20 792 247 2,86 3 674 798 5,24
2025-08-07 13F Mayport, Llc 66 977 19,69 11 838 22,46
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class 1 461 382 2,45 258 285 4,82
2025-07-15 13F EWG Elevate Inc. 1 479 −25,86 261 −24,13
2025-08-07 13F Accent Capital Management, LLC 600 0,00 106 2,91
2025-07-25 13F R. W. Roge & Company, Inc. 105 654 −7,05 19 −5,26
2025-07-15 13F Bay Capital Advisors, LLC 9 508 −3,77 1 680 −1,52
2025-07-24 13F MA Private Wealth 164 984 519,89 29 159 534,30
2025-08-11 13F Root Financial Partners, LLC 15 382 −27,71 2 719 −26,08
2025-05-01 13F Quest 10 Wealth Builders, Inc. 22 246 −6,94 3 862 −4,55
2025-07-25 13F Total Clarity Wealth Management, Inc. 3 221 −10,97 569 −7,03
2025-08-12 13F Lodestone Wealth Management LLC 24 546 −0,42 4 338 1,90
2025-07-31 13F United Community Bank 75 13
2025-07-18 13F Consolidated Portfolio Review Corp 78 026 1,82 13 790 4,19
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 592 60,00 105 65,08
2025-07-17 13F Covenant Asset Management, LLC 10 771 −2,27 1 904 0,00
2025-08-14 13F Wallace Hart LLC 15 3
2025-07-25 13F Northwest Capital Management Inc 190 −63,88 34 −63,33
2025-07-09 13F Sapient Capital Llc 76 693 48,44 13 629 52,71
2025-08-13 13F/A Hartford Funds Management Co LLC 3 705 59,42 655 63,09
2025-04-11 13F Davis Capital Management 247 0,00 43 2,44
2025-08-01 13F Biltmore Family Office, LLC 1 057 1,63 188 4,47
2025-08-13 13F Sonoma Private Wealth LLC 7 616 0,00 1 346 2,36
2025-08-08 13F Truepoint, Inc. 10 108 −14,00 1 787 −12,02
2025-07-15 13F Oak Root LLC 122 588 41,60 21 666 44,88
2025-08-12 13F North Star Asset Management Inc 11 239 −0,20 1 986 2,11
2025-08-06 13F Cm Wealth Advisors Llc 3 048 0,00 542 2,85
2025-07-25 13F SPC Financial, Inc. 1 565 −66,33 277 −65,59
2025-08-14 13F CIBC World Markets Inc. 5 770 9,95 1 020 12,47
2025-07-24 13F Invictus Private Wealth, Llc 537 005 4,25 94 910 6,66
2025-07-24 13F MSH Capital Advisors LLC 16 559 −0,33 2 927 1,99
2025-08-08 13F Empower Advisory Group, LLC 22 661 18,68 4 005 21,44
2025-08-15 13F Captrust Financial Advisors 5 865 616 3,91 1 036 689 6,32
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 607 −7,04 107 −4,46
2025-07-29 13F Kraft, Davis & Associates, LLC 4 569 −13,60 821 −4,31
2025-05-02 13F MB Generational Wealth, LLC 5 781 0,00 999 2,04
2025-07-31 13F Jackson Hole Capital Partners, LLC 10 263 0,00 1 814 2,31
2025-07-09 13F Riversedge Advisors, Llc 50 160 47,01 8 865 50,43
2025-08-25 13F Silverlake Wealth Management Llc 2 932 65,84 518 69,84
2025-07-10 13F Anderson Hoagland & Co 1 674 0,00 296 14,79
2025-07-17 13F LexAurum Advisors, LLC 29 951 559,28 5 294 575,13
2025-07-25 13F Hazlett, Burt & Watson, Inc. 686 −26,71 0
2025-07-15 13F Traction Financial Partners, LLC 1 549 0,00 274 2,25
2025-08-14 13F Aberdeen Wealth Management LLC 700 0,00 124 2,50
2025-08-14 13F ICONIQ Capital, LLC 2 724 −1,70 481 0,63
2025-05-07 13F University Of Texas/texas Am Investment Managment Co 0 −100,00 0
2025-08-12 13F GDS Wealth Management 1 840 −0,11 325 2,20
2025-04-21 13F Catalina Capital Group, LLC 0 −100,00 0
2025-05-12 13F Sandy Spring Bank 10 729 0,00 1 853 2,04
2025-07-21 13F J. Safra Sarasin Holding AG 3 750 0,00 663 2,32
2025-05-02 13F Tectonic Advisors Llc 0 −100,00 0
2025-07-21 13F Warner Financial, Inc 162 101 0,11 29 3,70
2025-07-24 13F Galvin, Gaustad & Stein, LLC 6 125 1,29 1 083 3,64
2025-07-25 13F Atria Wealth Solutions, Inc. 125 979 −73,35 22 402 −72,56
2025-05-01 13F Oxbow Advisors, LLC 0 −100,00 0
2025-07-22 13F Global Strategic Investment Solutions, LLC 90 507 −1,03 15 996 1,27
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 9 043 91,63 1 598 96,07
2025-07-21 13F Sterling Investment Counsel, LLC 0 −100,00 0
2025-08-14 13F RMB Capital Management, LLC 21 869 1 527,16 3 885 1 574,57
2025-07-16 13F Maridea Wealth Management LLC 12 546 −8,11 2 217 −5,98
2025-07-29 13F Liberty Square Wealth Partners Llc 6 567 0,00 1 161 2,29
2025-08-05 13F American Institute for Advanced Investment Management, LLP 12 179 2,98 2 153 5,39
2025-08-14 13F Staley Capital Advisers Inc 117 935 0,65 20 844 2,98
2025-08-07 13F Curtis Advisory Group, LLC 4 927 −0,04 871 2,23
2025-08-13 13F Financial Freedom, LLC 1 101 −0,09 195 2,11
2025-08-08 13F TD Capital Management LLC 138 701 −0,23 24 514 2,08
2025-08-14 13F Greenline Partners, LLC 0 −100,00 0
2025-08-14 13F Integrated Investment Consultants, LLC 34 026 0,37 6 014 2,68
2025-09-02 13F/A FSC Wealth Advisors, LLC 9 313 5,78 1 646 8,22
2025-07-16 13F Essex Financial Services, Inc. 81 402 0,22 14 387 2,54
2025-08-04 13F Keybank National Association/oh 14 758 6,78 2 608 9,26
2025-07-14 13F Painted Porch Advisors LLC 31 852 4,27 5 630 6,69
2025-08-08 13F Sittner & Nelson, Llc 441 0,00 78 1,32
2025-07-10 13F Legacy Financial Strategies, LLC 1 672 −0,18 296 2,08
2025-07-18 13F Midwest Financial Group LLC 5 192 0,00 918 2,34
2025-08-11 13F Theory Financial Llc 14 972 −24,99 2 651 −23,12
2025-07-25 13F Meritage Portfolio Management 2 836 −0,42 501 2,04
2025-08-08 13F Compass Financial Services Inc 828 517,91 146 534,78
2025-07-10 13F Fulton Bank, N.a. 2 636 0,00 466 2,20
2025-08-05 13F Bank of New York Mellon Corp 3 533 165 −0,23 624 452 2,08
2025-07-11 13F Caldwell Securities, Inc 4 533 2,86 801 5,26
2025-04-28 13F Pinnacle Financial Partners Inc 13 985 2,15 2 415 4,19
2025-08-08 13F Wall Street Access Asset Management, LLC 32 462 14,13 5 737 16,77
2025-07-28 13F Fairman Group, LLC 6 742 30,53 1 198 34,91
2025-07-01 13F Private Client Services, Llc 4 938 −18,00 873 −16,15
2025-08-04 13F Evergreen Wealth Management, LLC 11 894 −2,40 2 102 −0,14
2025-07-17 13F BFI Infinity Ltd. 2 176 −46,72 385 −45,53
2025-08-14 13F Gotham Asset Management, LLC 126 635 33,34 22 381 36,44
2025-07-17 13F Refined Wealth Management 65 211 1,34 11 525 3,69
2025-07-24 13F West Bancorporation Inc 13 783 5,76 2 436 8,22
2025-05-08 13F Lee-Kelleher Wealth Management 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 5 428 502 2,11 959 433 4,47
2025-05-15 13F Glenmede Trust Co Na 207 863 −0,21 35 906 1,82
2025-07-23 13F TPG Financial Advisors, LLC 47 335 −2,59 8 366 −0,33
2025-08-13 13F Lumbard & Kellner, LLC 4 893 0,00 865 2,25
2025-08-14 13F Main Street Financial Solutions, LLC 15 803 −5,18 2 793 −2,99
2025-08-08 13F Security Financial Services, INC. 31 741 −0,80 5 610 1,48
2025-08-01 13F Winebrenner Capital Management Llc 4 038 2,57 714 4,85
2025-08-11 13F Platform Technology Partners 6 501 0,00 1 149 2,32
2025-08-07 13F Prairieview Wealth Partners, Llc 47 126 2,44 8 329 4,81
2025-07-15 13F Signal Tree Financial Partners Llc 11 515 231,27 2 035 239,17
2025-07-29 13F International Assets Investment Management, Llc 8 779 −25,48 1 552 −23,75
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0
2025-08-13 13F ASB Consultores, LLC 3 640 643
2025-07-25 13F Concurrent Investment Advisors, LLC 283 413 13,84 50 090 16,47
2025-08-06 13F AE Wealth Management LLC 85 757 4,48 15 157 6,90
2025-08-12 13F Blueprint Financial Advisors LLC 17 253 3 049
2025-07-08 13F Dover Advisors, Llc 2 805 0,00 496 2,27
2025-08-14 13F Trace Wealth Advisors, LLC 1 950 0,00 345 2,38
2025-07-17 13F XY Planning Network, Inc. 5 848 15,12 1 034 17,79
2025-08-08 13F Avalon Trust Co 782 0,00 138 2,22
2025-08-14 13F FC Advisory LLC 5 029 1,93 889 4,23
2025-07-23 13F West Paces Advisors Inc. 80 14
2025-08-06 13F Wedbush Securities Inc 58 467 1,13 10 11,11
2025-07-24 13F Wealthstar Advisors, Llc 1 420 0,00 251 2,04
2025-08-11 13F WPG Advisers, LLC 4 013 2,42 709 4,88
2025-08-11 13F PAX Financial Group, LLC 4 329 −40,87 765 −39,48
2025-08-12 13F Kimelman & Baird, LLC 641 0,00 113 2,73
2025-08-19 13F Advisory Services Network, LLC 166 107 4,81 29 408 7,42
2025-07-30 13F apricus wealth, LLC 4 050 11,72 716 14,22
2025-09-03 13F American Trust 9 747 1 723
2025-07-21 13F DMKC Advisory Services, LLC 9 907 1 763
2025-07-08 13F Prism Advisors, Inc. 110 071 −13,30 19 454 −11,30
2025-08-08 13F Condor Capital Management 348 650 0,59 61 620 2,92
2025-07-16 13F Signature Resources Capital Management, LLC 1 189 −1,90 210 0,48
2025-08-12 13F Founders Financial Alliance, LLC 7 667 0,00 1 355 2,34
2025-07-24 13F Von Berge Wealth Management Group, LLC 59 217 1,37 10 592 9,84
2025-07-22 13F JP Wealth Management, Inc. 3 900 0,00 689 2,38
2025-08-13 13F Victory Financial Group, Llc 7 593 −18,45 1 342 −15,77
2025-08-14 13F Kitching Partners, Llc 8 192 50,62 1 448 54,10
2025-07-14 13F Signature Securities Group Corporation 32 194 −9,50 5 721 −6,90
2025-07-31 13F Hoge Financial Services, Llc 62 889 9,74 11 135 12,48
2025-08-13 13F Navis Wealth Advisors, LLC 1 430 −4,67 253 −2,70
2025-08-12 13F Tumwater Wealth Management, LLC 1 145 202
2025-07-17 13F Barry Investment Advisors, LLC 5 586 −0,73 993 2,06
2025-07-29 13F Planned Solutions, Inc. 3 592 0,00 635 2,26
2025-07-11 13F Busey Wealth Management 4 167 7,37 736 9,85
2025-08-05 13F Towercrest Capital Management 3 208 0,00 567 2,17
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 16 324 −4,35 2 885 −2,14
2025-04-11 13F Lake Hills Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-11 13F Wescott Financial Advisory Group, LLC 23 331 −6,92 4 124 −4,76
2025-07-09 13F Intelligence Driven Advisers, LLC 14 899 −1,81 2 633 0,50
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0 −100,00
2025-08-12 13F Jefferies Financial Group Inc. 3 556 111,29 628 116,55
2025-08-01 13F Redwood Park Advisors LLC 525 0,00 93 2,22
2025-08-01 13F Koss-Olinger Consulting, LLC 35 776 −4,52 6 323 −2,30
2025-07-15 13F RTD Financial Advisors, Inc. 14 391 46,55 2 543 49,94
2025-08-13 13F Baker Avenue Asset Management, LP 0 −100,00 0
2025-07-23 13F Solitude Financial Services 1 147 203
2025-08-05 13F Optivise Advisory Services LLC 1 407 18,53 249 21,57
2025-08-04 13F AlphaStar Capital Management, LLC 40 444 7 148
2025-08-14 13F Syon Capital Llc 23 914 −17,86 4 227 −15,97
2025-08-14 13F Manufacturers Life Insurance Company, The 387 326 −26,19 68 455 −24,48
2025-08-14 13F Harris Associates L P 2 982 −51,11 527 −49,95
2025-07-30 13F Prosperity Financial Group, Inc. 2 504 −1,49 443 0,68
2025-08-13 13F Harfst & Associates, Inc. 1 770 −15,55 313 −13,81
2025-07-22 13F Brown Miller Wealth Management, LLC 5 220 0,00 923 2,33
2025-07-31 13F Whipplewood Advisors, LLC 6 370 −64,56 1 126 3,31
2025-08-08 13F SBI Securities Co., Ltd. 9 370 −5,33 1 656 −3,10
2025-08-14 13F Chan Zuckerberg Initiative, LLC 147 963 −64,37 26 151 −63,54
2025-07-17 13F SC&H Financial Advisors, Inc. 2 709 0,00 479 2,36
2025-07-09 13F Inspirion Wealth Advisors, Llc 5 624 0,00 994 2,37
2025-07-30 13F Brookstone Capital Management 907 305 1,82 160 357 4,17
2025-07-31 13F CVA Family Office, LLC 6 561 0,00 1 160 2,29
2025-08-14 13F Operose Advisors LLC 7 098 8,63 1 255 11,17
2025-07-17 13F Peoples Financial Services Corp. 3 144 0,00 556 2,21
2025-07-21 13F Family CFO Inc 36 556 −1,01 6 461 1,29
2025-07-09 13F Archer Investment Management, LLC 2 827 −6,17 500 −4,04
2025-07-29 13F Crux Wealth Advisors 1 200 0,00 212 2,42
2025-08-14 13F Williams Jones Wealth Management, LLC. 4 345 0,14 768 2,40
2025-07-15 13F James J. Burns & Company, LLC 4 966 −0,78 878 1,50
2025-08-14 13F Ausdal Financial Partners, Inc. 50 759 9,00 8 971 11,51
2025-05-09 13F Headlands Technologies LLC 0 −100,00 0
2025-07-30 13F Journey Advisory Group, LLC 7 628 −5,59 1 348 −3,37
2025-07-24 13F Leo Wealth, LLC 23 193 58,93 4 099 62,66
2025-08-07 13F Fountainhead AM, LLC 166 651 −2,51 29 454 −0,26
2025-08-08 13F Intrua Financial, LLC 5 031 −1,91 889 0,45
2025-08-04 13F Daymark Wealth Partners, Llc 10 255 −3,89 1 813 −1,68
2025-08-14 13F Fortress Financial Group, Llc 1 919 0,42 339 2,73
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 0 0
2025-07-16 13F Legend Financial Advisors, Inc. 175 31
2025-07-25 13F Apollon Financial, LLC 4 037 −1,99 713 0,28
2025-07-16 13F Cresta Advisors, Ltd. 97 747 4,66 17 276 7,08
2025-08-04 13F Pinnacle Associates Ltd 50 705 −2,09 8 962 0,18
2025-07-17 13F Kelly Financial Services LLC 2 534 3,90 448 6,18
2025-07-18 13F Precision Wealth Strategies, LLC 20 296 3 587
2025-07-31 13F Orion Capital Management LLC 1 339 0,00 237 2,16
2025-07-29 13F Sage Private Wealth Group, Llc 0 −100,00 0
2025-07-31 13F Opus Capital Group, LLC 28 429 −0,23 5 25,00
2025-07-29 13F SilverOak Wealth Management LLC 2 994 −0,03 529 2,32
2025-07-28 13F Mutual Advisors, LLC 126 242 1,08 22 807 10,84
2025-08-07 13F Tilson Financial Group, Inc. 3 436 −2,05 1
2025-08-14 13F Redwood Financial Network Corp 6 489 −1,05 1 147 1,24
2025-05-15 13F Sentinus, LLC 0 −100,00 0
2025-08-07 13F Prudent Man Investment Management, Inc. 2 739 0,00 464 0,00
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 57 882 3,90 10 230 7,49
2025-08-14 13F Headinvest, Llc 4 503 −15,61 796 −13,68
2025-07-17 13F Greenbush Financial Group, LLC 72 687 7,62 12 847 10,11
2025-08-01 13F Garland Capital Management Inc 2 709 −13,70 479 −11,81
2025-07-24 13F Antonelli Financial Advisors, LLC 118 470 14,98 20 938 17,65
2025-08-14 13F Envision Financial Planning, LLC 3 476 614
2025-07-29 13F Mountain Capital Investment Advisors, Inc 703 338 −3,48 125 588 4,40
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-07-09 13F Fiduciary Alliance LLC 7 118 56,47 1 258 60,25
2025-08-14 13F AllSquare Wealth Management LLC 151 0,00 27 0,00
2025-07-29 13F Aire Advisors, Llc 64 714 0,46 11 438 2,79
2025-04-25 13F New Millennium Group LLC 0 −100,00 0
2025-07-09 13F Fjell Capital, LLC 11 973 −4,05 2 116 −1,81
2025-08-08 13F Croban 2 209 0,00 390 2,36
2025-07-18 13F O'ROURKE & COMPANY, Inc 2 480 0,00 438 2,34
2025-07-21 13F Tower View Investment Management & Research LLC 81 −8,99 14 −6,67
2025-07-24 13F Blair William & Co/il 823 862 7,59 145 609 10,08
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 175 0,00 0
2025-07-17 13F Youngs Advisory Group, Inc. 1 497 −54,15 265 −53,01
2025-08-04 13F WNY Asset Management, LLC 8 425 −15,27 1 489 −13,28
2025-05-02 13F Lauer Wealth, LLC 0 −100,00 0
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Value ETF 26 757 −33,06 4 455 −36,93
2025-08-11 13F Pinnacle Financial Group, LLC / IL 6 687 6,72 1 182 9,15
2025-08-07 13F Commerce Bank 63 904 2,77 11 294 5,15
2025-08-06 13F Texas Yale Capital Corp. 33 544 5,92 5 929 8,37
2025-07-09 13F Sunpointe, LLC 1 533 0,00 272 3,03
2025-07-17 13F Tritonpoint Wealth, Llc 14 083 2,92 2 503 5,88
2025-07-22 13F Merit Financial Group, LLC 875 974 361,46 154 820 372,15
2025-07-08 13F Ehrlich Financial Group 10 028 −0,72 1 772 1,61
2025-08-07 13F Alpha Cubed Investments, LLC 10 153 −3,29 1 794 −1,05
2025-07-30 13F Cambridge Capital Management, Llc 168 617 3,40 29 801 5,79
2025-07-22 13F Steele Capital Management, Inc. 81 061 6,84 14 405 9,91
2025-08-19 13F Cape Investment Advisory, Inc. 2 025 8,35 358 10,87
2025-08-14 13F UBS Group AG Put 400 0,00 71 1,45
2025-07-22 13F Rochester Wealth Strategies, LLC 135 787 10,49 23 999 13,05
2025-08-14 13F UBS Group AG 13 769 824 2,56 2 433 679 4,94
2025-07-25 13F Evolution Advisers, Inc. 126 023 −4,91 22 0,00
2025-08-28 NP GPSTX - GuidePath(R) Growth Allocation Fund Service Shares 25 512 −61,19 4 509 −60,30
2025-07-21 13F Future Financial Wealth Managment LLC 494 0,00 87 2,35
2025-07-14 13F Sterling Group Wealth Management, LLC 15 997 −28,88 2 827 −27,23
2025-07-21 13F Franklin Street Advisors Inc /nc 2 025 0,00 0
2025-07-31 13F Northstar Asset Management Llc 19 875 5,08 3 513 7,50
2025-07-10 13F Affiance Financial, LLC 73 247 12,29 12 946 14,89
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 11 090 −1,64 1 960 0,67
2025-07-17 13F K2 Financial Inc. 13 501 3,69 2 377 15,00
2025-07-24 13F Riverchase Wealth Management, Llc 11 779 −6,32 2 082 −4,15
2025-08-12 13F Richmond Investment Services, LLC 12 323 82,19 2 178 86,39
2025-08-08 13F Advyzon Investment Management, LLC 31 613 −18,40 5 587 −16,51
2025-07-18 13F NRI Wealth Management LC 1 176 −9,19 208 −7,17
2025-04-21 13F LifeGoal Wealth Advisors 0 −100,00 0
2025-07-17 13F Emerald Advisors, LLC 76 498 7,64 13 520 10,13
2025-07-23 13F Columbus Macro, LLC 8 000 0,00 1 414 2,32
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 −100,00 0
2025-08-12 13F One Charles Private Wealth Services, LLC 87 509 2,92 15 466 5,30
2025-08-05 13F Trail Ridge Investment Advisors, LLC 3 702 1,01 655 3,48
2025-08-14 13F Circle Wealth Management, LLC 10 101 0,00 1 785 2,35
2025-07-22 13F Financial Insights, Inc. 2 619 88,55 463 93,31
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