VV - Vanguard Index Funds - Vanguard Large-Cap ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Vanguard Index Funds - Vanguard Large-Cap ETF
US ˙ ARCA ˙ US9229086379

Grundläggande statistik
Institutionella ägare 1245 total, 1243 long only, 0 short only, 2 long/short - change of 3,40% MRQ
Genomsnittlig portföljallokering 0.8860 % - change of 2,33% MRQ
Institutionella aktier (lång) 103 804 745 (ex 13D/G) - change of 2,76MM shares 2,73% MRQ
Institutionellt värde (lång) $ 29 098 880 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard Index Funds - Vanguard Large-Cap ETF (US:VV) har 1245 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 103,804,745 aktier. Största aktieägare inkluderar Jones Financial Companies Lllp, Creative Planning, National Mutual Insurance Federation of Agricultural Cooperatives, Vanguard Group Inc, Bank Of America Corp /de/, Morgan Stanley, Northwestern Mutual Wealth Management Co, UBS Group AG, Pnc Financial Services Group, Inc., and Charles Schwab Investment Management Inc .

Vanguard Index Funds - Vanguard Large-Cap ETF (ARCA:VV) 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 16, 2025 is 305,03 / share. Previously, on September 17, 2024, the share price was 258,35 / share. This represents an increase of 18,07% over that period.

VV / Vanguard Index Funds - Vanguard Large-Cap ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

Institutionell sälj/köp-kvot

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

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

VV / Vanguard Index Funds - Vanguard Large-Cap ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-01 13F Chilton Capital Management Llc 189 0,00 54 10,42
2025-07-09 13F David J Yvars Group 4 035 0,00 1 151 10,99
2025-08-05 13F AAFCPAs Wealth Management, LLC 787 0,00 225 10,89
2025-08-14 13F Vista Investment Management 1 900 0,00 542 11,07
2025-07-25 13F NorthRock Partners, LLC 1 674 −1,41 479 9,86
2025-08-11 13F CFS Investment Advisory Services, LLC 5 832 −24,21 2 0,00
2025-07-16 13F Brown, Lisle/cummings, Inc. 5 755 0,00 1 642 10,95
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 10 393 0,00 2 965 11,01
2025-08-06 13F Columbia River Financial Group, LLC 0 −100,00 0
2025-07-03 13F Garde Capital, Inc. 432 039 0,15 123 261 11,17
2025-08-01 13F Liberty Wealth Management Llc 3 560 −0,53 1 016 10,45
2025-07-23 13F Indiana Trust & Investment Management CO 1 278 0,00 365 10,98
2025-08-06 13F AE Wealth Management LLC 3 255 −6,01 929 4,27
2025-08-04 13F HBK Sorce Advisory LLC 53 275 71,60 15 200 90,49
2025-08-13 13F StoneX Group Inc. 1 044 0,00 299 11,19
2025-07-23 13F Kingswood Wealth Advisors, Llc 5 721 6,74 1 632 18,52
2025-08-01 13F Clark Asset Management, LLC 1 579 450
2025-08-12 13F JMG Financial Group, Ltd. 153 000 −0,57 43 651 10,37
2025-08-11 13F Howard Wealth Management, Llc 8 332 1,44 2 377 12,60
2025-07-17 13F Lazari Capital Management, Inc. 997 23,09 284 36,54
2025-04-30 13F Stratos Wealth Advisors, LLC 0 −100,00 0
2025-07-28 13F Sagespring Wealth Partners, Llc 5 615 −15,56 1 602 −6,32
2025-08-12 13F Summit Global Investments 913 −8,61 0
2025-08-04 13F Simon Quick Advisors, Llc 4 248 −14,94 1 212 −5,61
2025-07-30 13F Whittier Trust Co Of Nevada Inc 64 993 0,35 18 542 11,39
2025-07-31 13F Mycio Wealth Partners, Llc 777 0,00 222 11,06
2025-08-12 13F Tarbox Family Office, Inc. 55 152 −7,11 15 735 3,11
2025-08-14 13F Monograph Wealth Advisors, Llc 1 093 0,00 313 11,43
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 5 275 −5,38 1 356 −9,85
2025-07-15 13F North Star Investment Management Corp. 170 0,00 49 11,63
2025-07-15 13F Fifth Third Bancorp 295 334 −1,68 84 259 9,14
2025-08-11 13F Kirtland Hills Capital Management, Llc 3 489 0,00 995 17,75
2025-08-14 13F CoreCap Advisors, LLC 1 486 −0,80 424 9,87
2025-08-14 13F Avant Capital LLC 1 624 17,94 463 31,16
2025-07-08 13F Beacon Wealthcare LLC 1 445 0,00 412 11,05
2025-07-31 13F CVA Family Office, LLC 535 0,00 153 10,95
2025-07-31 13F Silver Oak Advisory Group, Inc. 4 283 0,00 1 0,00
2025-07-29 13F Arista Wealth Management, LLC 2 546 726
2025-08-13 13F Congress Wealth Management LLC / DE / 4 970 1,62 1 418 12,54
2025-08-25 13F BLVD Private Wealth, LLC 1 456 415
2025-07-17 13F Western Financial Corp/CA 2 623 748
2025-07-29 13F Orin Green Financial, LLC 31 067 −1,28 8 863 19,13
2025-07-31 13F Schoolcraft Capital LLC 1 084 0,00 309 11,15
2025-07-17 13F Fiduciary Advisors, Inc. 2 939 24,38 838 38,06
2025-07-31 13F Curio Wealth, Llc 446 22 200,00 127 5,83
2025-08-12 13F Athena Investment Management 4 536 3,80 1 294 15,23
2025-07-28 13F Harbour Investments, Inc. 11 118 76,11 3 172 95,50
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 3 577 0,00 1 020 10,99
2025-07-10 13F Perkins Coie Trust Co 250 0,00 71 10,94
2025-08-13 13F SageView Advisory Group, LLC 31 077 −16,80 9 137 −4,82
2025-08-14 13F Clarity Capital Advisors, LLC 2 805 11,13 800 23,46
2025-08-07 13F BOK Financial Private Wealth, Inc. 16 328 0,00 4 672 11,34
2025-08-05 13F Burney Co/ 900 0,00 257 10,82
2025-07-02 13F Central Pacific Bank - Trust Division 11 0,00 3 50,00
2025-07-15 13F Patriot Investment Management Inc. 37 421 −1,55 10 676 9,27
2025-07-24 13F JNBA Financial Advisors 62 964 94,06 17 964 115,41
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 116 185 3,77 33 148 15,18
2025-08-19 13F National Asset Management, Inc. 6 035 −3,46 1 722 2,14
2025-08-14 13F Evergreen Capital Management Llc 3 397 0,00 972 11,34
2025-08-15 13F WealthCollab, LLC 4 508 0,00 1 286 11,05
2025-07-18 13F SigFig Wealth Management, LLC 13 721 7,98 3 905 20,27
2025-07-23 13F Proffitt & Goodson Inc 53 137 54,81 15 160 71,83
2025-07-23 13F Detalus Advisors, LLC 1 376 55,83 393 73,45
2025-07-30 13F Klingman & Associates, LLC 1 227 −29,36 350 −21,52
2025-07-25 13F Fifth Third Wealth Advisors LLC 1 727 0,00 493 11,06
2025-08-04 13F Center for Financial Planning, Inc. 5 741 0,00 1 638 10,98
2025-07-21 13F DHJJ Financial Advisors, Ltd. 625 4,17 178 15,58
2025-08-08 13F Thoroughbred Financial Services, Llc 0 −100,00 0
2025-07-22 13F Wealthcare Capital Management Llc 1 050 0,00 300 11,15
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 20 6
2025-07-16 13F Kingsman Wealth Management, Inc. 705 201
2025-05-02 13F First Command Advisory Services, Inc. 0 −100,00 0
2025-08-13 13F Crescent Grove Advisors, LLC 1 260 3,62 361 15,38
2025-08-13 13F Continuum Advisory, LLC 36 894 −0,41 10 526 10,55
2025-07-15 13F McAdam, LLC 22 537 123,83 6 430 148,42
2025-07-14 13F Scharf Investments, Llc 0 −100,00 0
2025-08-04 13F Creative Financial Designs Inc /adv 1 583 −1,31 452 9,47
2025-08-12 13F Bokf, Na 4 021 −12,51 1 147 −2,88
2025-08-07 13F Kestra Private Wealth Services, Llc 39 168 11,82 11 175 24,13
2025-08-14 13F Turim 21 Investimentos Ltda. 505 0,00 144 11,63
2025-07-15 13F Td Private Client Wealth Llc 7 261 3,42 2 072 14,80
2025-08-12 13F Archer Investment Corp 59 0,00 17 6,67
2025-07-11 13F Ttp Investments, Inc. 718 205
2025-07-29 13F Portland Financial Advisors Inc 2 206 0,00 629 10,93
2025-07-22 13F Marietta Wealth Management, LLC 22 515 1,55 6 424 12,72
2025-07-28 13F CGC Financial Services, LLC 2 731 0,00 779 11,13
2025-07-31 13F GenTrust, LLC 4 532 0,00 1 297 11,34
2025-08-05 13F Bank Of Montreal /can/ 23 870 0,58 6 810 11,66
2025-08-14 13F Headlands Technologies LLC 0 −100,00 0 −100,00
2025-08-08 13F Wealth Alliance 2 798 9,43 798 21,46
2025-08-08 13F Pnc Financial Services Group, Inc. 2 123 462 0,65 605 824 11,72
2025-07-28 13F RCS Financial Planning, LLC 3 146 −1,07 900 10,16
2025-08-06 13F Miller Investment Management, LP 62 225 5,15 17 753 16,71
2025-08-06 13F Round Rock Advisors, LLC 5 091 −14,05 1 452 −4,60
2025-08-13 13F Green Harvest Asset Management LLC 1 269 10,25 362 22,71
2025-07-30 13F Pittenger & Anderson Inc 331 224 0,37 94 498 11,41
2025-08-11 13F Delta Asset Management Llc/tn 386 0,00 110 11,11
2025-07-31 13F Darden Wealth Group Inc 2 121 0,00 605 11,01
2025-08-18 13F Geneos Wealth Management Inc. 836 9,71 239 22,05
2025-07-09 13F Breakwater Investment Management 3 280 8,57 936 20,49
2025-07-31 13F Carnegie Capital Asset Management, LLC 2 771 −11,33 791 9,27
2025-08-05 13F GHP Investment Advisors, Inc. 155 0,00 44 12,82
2025-07-28 13F Essex LLC 3 412 973
2025-04-24 13F Beacon Financial Advisory LLC 0 −100,00 0
2025-07-22 13F Awm Capital, Llc 2 296 0,00 657 11,19
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 29 477 8,17 8 410 20,06
2025-08-13 13F Kilter Group LLC 30 9
2025-07-15 13F Marquette Asset Management, LLC 706 0,00 201 11,05
2025-07-25 13F Pathway Financial Advisors LLC 4 891 0,00 1 395 10,98
2025-07-29 13F Lutz Financial Services LLC 3 614 0,64 1 031 11,82
2025-07-29 13F Millburn Ridgefield Corp 432 707 −4,92 123 451 5,54
2025-07-30 13F Canvas Wealth Advisors, LLC 1 059 −24,84 311 −8,80
2025-08-13 13F Russell Investments Group, Ltd. 3 232 494,12 922 563,31
2025-08-07 13F Parkside Financial Bank & Trust 60 0,00 17 13,33
2025-08-08 13F National Mutual Insurance Federation of Agricultural Cooperatives 6 543 317 0,00 1 866 808 11,00
2025-07-14 13F Sowell Financial Services LLC 1 666 0,66 475 11,76
2025-04-10 13F Portside Wealth Group, LLC 1 311 0,00 354 0,00
2025-07-31 13F Manuka Financial, LLC 5 702 2,57 1 627 13,87
2025-08-01 13F Ashton Thomas Private Wealth, LLC 10 359 −4,68 2 964 6,12
2025-07-23 13F RMG Wealth Management LLC 44 13
2025-08-14 13F C M Bidwell & Associates Ltd 1 876 −1,05 535 9,86
2025-08-11 13F Battery Global Advisors, LLC 4 879 0,00 1 396 11,32
2025-08-12 13F Journey Strategic Wealth Llc 3 021 862
2025-08-07 13F Blackston Financial Advisory Group, LLC 41 385 −5,18 11 807 5,24
2025-07-17 13F Charles Schwab Trust Co 9 591 907,46 2 736 1 021,31
2025-07-10 13F Exchange Traded Concepts, Llc 131 37
2025-07-28 13F RFG Advisory, LLC 1 977 27,30 564 41,35
2025-07-02 13F Dentgroup LLC 8 710 0,59 2 485 11,64
2025-07-23 13F Integris Wealth Management, LLC 52 216 −1,28 14 897 9,59
2025-08-08 13F Blankinship & Foster, LLC 9 076 −11,18 2 589 −1,41
2025-07-08 13F First International Bank & Trust 0 −100,00 0
2025-07-29 13F Salomon & Ludwin, LLC 2 632 0,00 753 11,39
2025-07-22 13F Net Worth Advisory Group 6 082 200,49 1 735 233,65
2025-07-23 13F Prime Capital Investment Advisors, LLC 963 8,57 275 20,18
2025-08-14 13F Bnp Paribas Arbitrage, Sa 34 −15,00 10 −10,00
2025-07-22 13F Valley National Advisers Inc 2 120 0,00 1
2025-07-18 13F Pure Financial Advisors, Inc. 129 189 2,02 36 858 13,24
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 213 0,00 61 11,11
2025-08-01 13F Riverwater Partners LLC 1 080 0,00 308 11,19
2025-08-14 13F Select Asset Management & Trust 2 365 −0,63 1
2025-08-13 13F Fiduciary Group LLC 1 352 −4,86 386 5,48
2025-07-15 13F Evanson Asset Management, LLC 12 565 −1,35 3 585 9,50
2025-08-15 13F Synergy Financial Group, LTD 4 626 −2,30 1 320 8,38
2025-07-14 13F S.A. Mason LLC 6 710 −1,24 1 914 9,62
2025-07-08 13F Everpar Advisors Llc 2 450 0,00 699 10,97
2025-08-14 13F Kovitz Investment Group Partners, LLC 2 653 17,34 758 30,29
2025-07-22 13F Ellenbecker Investment Group 7 131 −1,49 2 035 9,35
2025-08-11 13F TD Waterhouse Canada Inc. 12 696 15,29 3 617 27,37
2025-08-14 13F Goldman Sachs Group Inc 304 457 −1,34 86 862 9,51
2025-07-30 13F SkyOak Wealth, LLC 1 317 0,00 376 10,95
2025-07-31 13F Red Wave Investments LLC 21 825 −0,82 6 227 10,08
2025-08-15 13F Blue Chip Partners, Inc. 1 175 335
2025-07-07 13F Versant Capital Management, Inc 5 774 0,00 1 647 10,98
2025-07-22 13F SOL Capital Management CO 1 000 0,00 0
2025-07-17 13F Coastline Trust Co 2 776 0,00 792 10,94
2025-07-29 13F Madison Wealth Partners, Inc 2 969 −3,67 847 6,94
2025-08-14 13F Mml Investors Services, Llc 300 761 1,85 86 13,33
2025-07-21 13F Riverview Trust Co 17 649 0,00 5 035 11,00
2025-07-07 13F Roxbury Financial LLC 855 −0,12 244 3,85
2025-07-30 13F Avidian Wealth Solutions, LLC 4 767 0,00 1 360 11,02
2025-08-12 13F Twin Focus Capital Partners, Llc 14 160 10,97 4 040 23,18
2025-07-23 13F Venturi Wealth Management, LLC 2 590 21,60 739 34,92
2025-07-29 13F BKD Wealth Advisors, LLC 5 470 1,82 1 561 13,04
2025-08-06 13F Valtinson Bruner Financial Planning LLC 928 −16,70 265 −7,69
2025-07-31 13F/A Interchange Capital Partners, LLC 3 429 1,21 978 12,41
2025-07-17 13F Paradigm Financial Partners, Llc 3 384 −4,68 966 5,81
2025-07-16 13F Beaumont Financial Advisors, LLC 11 878 9,35 3 389 21,39
2025-08-04 13F Leeward Financial Partners, LLC 38 962 −16,85 11 116 −7,71
2025-07-30 13F Advantage Trust Co 2 048 0,00 584 11,03
2025-07-18 13F GEN Financial Management, INC. 3 221 −10,45 921 −0,43
2025-08-08 13F JFG Wealth Management, LLC 758 573 5,10 216 421 16,66
2025-07-30 13F Principle Wealth Partners Llc 1 308 0,00 373 11,01
2025-07-30 13F Clune & Associates, Ltd. 4 686 14,40 1 337 27,00
2025-07-23 13F Gainplan LLC 13 936 −50,61 3 976 −45,19
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 511 15,35 146 28,07
2025-07-22 13F Unique Wealth, Llc 3 807 −44,20 1 086 −38,05
2025-08-01 13F Equita Financial Network, Inc. 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 25 777 2,38 7 355 13,65
2025-08-12 13F MAI Capital Management 44 642 0,64 12 736 11,71
2025-08-05 13F Dahring | Cusmano Llc 10 771 −0,48 3 073 10,50
2025-08-11 13F Bradley Foster & Sargent Inc/ct 857 0,00 245 10,91
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 600 0,00 171 11,04
2025-07-01 13F Kera Capital Partners, Inc. 784 224
2025-08-13 13F Van Hulzen Asset Management, LLC 5 361 −4,46 1 530 6,03
2025-08-08 13F Avantax Advisory Services, Inc. 22 260 98,24 6 351 120,03
2025-07-22 13F Inlight Wealth Management, LLC 94 0,00 27 8,33
2025-08-05 13F Integrity Financial Corp /WA 350 100
2025-08-14 13F Summit Trail Advisors, Llc 29 458 8 429
2025-07-31 13F Catalyst Capital Advisors LLC 432 707 −4,92 123 451 5,54
2025-08-13 13F Rsm Us Wealth Management Llc 70 907 −4,99 20 290 5,77
2025-07-30 13F Bogart Wealth, LLC 1 656 0,00 472 11,06
2025-07-18 13F Alley Investment Management Company, LLC 9 729 0,00 2 776 11,00
2025-07-29 13F Fundamentun, Llc 3 071 0,00 876 11,03
2025-07-31 13F Moser Wealth Advisors, LLC 30 0,00 9 14,29
2025-07-28 13F BRYN MAWR TRUST Co 12 570 −1,80 3 586 9,00
2025-08-06 13F Csenge Advisory Group 1 055 −13,81 287 −3,38
2025-07-21 13F Stock Yards Bank & Trust Co 1 080 0,00 308 11,19
2025-07-28 13F Wealthspan Partners, Llc 903 0,00 258 10,78
2025-08-06 13F North Capital, Inc. 376 −52,28 107 −47,03
2025-07-21 13F Life Planning Partners, Inc 6 373 −5,39 1 818 5,03
2025-08-06 13F Marco Investment Management Llc 889 0,00 254 10,96
2025-07-18 13F Lynx Investment Advisory 973 0,00 278 10,80
2025-08-05 13F EPG Wealth Management LLC 28 0,00 8 14,29
2025-07-24 13F Brandywine Oak Private Wealth Llc 4 789 0,00 1 366 11,06
2025-07-21 13F Monticello Wealth Management, Llc 28 689 −4,42 8 185 6,09
2025-08-13 13F Quadrant Capital Group Llc 30 557 3 533,41 8 718 3 935,65
2025-08-15 13F CI Private Wealth, LLC 267 120 114,30 72 399 125,98
2025-08-05 13F Hills Bank & Trust Co 395 0,00 113 10,89
2025-08-05 13F Simplex Trading, Llc 46 0
2025-07-29 13F Ifrah Financial Services, Inc. 19 648 −1,45 5 606 9,39
2025-08-11 13F Aspen Investment Management Inc 1 733 0,00 0
2025-08-12 13F Soundwatch Capital LLC 20 926 5,37 5 584 9,40
2025-08-12 13F Meridian Wealth Advisors, LLC 2 750 0,00 785 11,05
2025-08-15 13F Semmax Financial Advisors Inc. 5 −92,42 2 −94,12
2025-07-29 13F Kanawha Capital Management Llc 782 0,00 223 11,50
2025-08-08 13F Strategies Wealth Advisors, LLC 952 13,20 272 25,46
2025-08-11 13F Perennial Investment Advisors, LLC 877 −2,45 250 8,23
2025-07-21 13F Fortis Capital Advisors, LLC 2 902 6,73 828 18,48
2025-07-31 13F Ballast Advisors Llc 608 −0,33 173 10,90
2025-04-29 13F Callan Capital, LLC 2 725 40,25 700 33,59
2025-07-22 13F Appleton Partners Inc/ma 4 615 −6,05 1 0,00
2025-08-13 13F Millstone Evans Group, LLC 160 0,00 46 9,76
2025-07-30 13F LGT Financial Advisors LLC 152 7,04 43 19,44
2025-07-02 13F Waller Financial Planning Group, Inc 909 2,02 259 13,60
2025-08-12 13F New Republic Capital, LLC 5 0,00 1 0,00
2025-08-12 13F Fortem Financial Group, Llc 11 681 0,46 3 333 11,51
2025-07-16 13F Blue Oak Capital, LLC 2 293 0,00 656 11,38
2025-07-08 13F FF Advisors,LLC 2 471 0,00 705 10,34
2025-05-14 13F Clarity Financial LLC 0 −100,00 0
2025-08-12 13F Blueprint Investment Partners LLC 57 874 16 511
2025-08-14 13F Dividend Asset Capital, Llc 1 366 0,52 390 11,46
2025-07-16 13F West Branch Capital LLC 9 0,00 3 0,00
2025-07-25 13F Index Fund Advisors, Inc. 1 380 0,00 394 11,02
2025-07-29 13F Consilio Wealth Advisors, Llc 908 −11,50 258 −1,90
2025-08-25 13F/A Neuberger Berman Group LLC 9 305 −18,46 2 655 −9,48
2025-07-25 13F Transcendent Capital Group LLC 16 274 1,37 4 643 12,51
2025-07-25 13F Tranquility Partners, LLC 4 546 −1,09 1 297 9,74
2025-07-07 13F TruWealth Advisors, LLC 2 013 0,00 574 11,03
2025-07-29 13F Stephens Inc /ar/ 2 298 3,65 656 15,11
2025-08-08 13F KM Capital Management Ltd. 7 114 75,01 2 030 94,35
2025-07-25 13F Orca Investment Management, LLC 743 −9,61 212 0,00
2025-08-08 13F Emerald Investment Partners, Llc 1 812 0,00 517 11,18
2025-07-09 13F Sandbox Financial Partners, LLC 0 −100,00 0
2025-07-30 13F Black Diamond Financial, LLC 19 781 −0,17 5 644 10,80
2025-08-01 13F Bessemer Group Inc 9 577 −5,51 3 0,00
2025-07-21 13F Capital Planning LLC 35 485 0,85 10 154 12,27
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-04-17 13F Stockman Wealth Management, Inc. 0 −100,00 0
2025-07-18 13F SMI Advisory Services, LLC 2 784 −0,43 802 23,96
2025-08-14 13F Catalyst Financial Partners Llc 2 600 742
2025-08-08 13F Sawgrass Asset Management Llc 22 802 −0,86 6 505 10,05
2025-08-14 13F Ameriprise Financial Inc 800 400 2,99 228 356 14,11
2025-08-12 13F Jaffetilchin Investment Partners, LLC 202 141 0,07 57 671 11,08
2025-08-06 13F Bensler, LLC 2 777 792
2025-07-21 13F Creative Capital Management Investments LLC 16 0,00 5 0,00
2025-07-31 13F BIP Wealth, LLC 36 244 −0,46 10 340 10,48
2025-07-11 13F Oak Asset Management, LLC 1 361 0,00 388 11,17
2025-07-21 13F Sage Financial Management Group, Inc. 23 093 −4,41 7 0,00
2025-08-05 13F Integrity Wealth Solutions LLC 1 387 396
2025-08-14 13F Federation des caisses Desjardins du Quebec 518 0,00 148 10,53
2025-08-11 13F Private Advisor Group, LLC 37 772 12,14 10 776 24,48
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-07-28 13F Axxcess Wealth Management, Llc 1 041 825 −0,22 297 233 10,75
2025-07-25 13F St. Louis Trust Co 59 787 10,20 17 057 22,33
2025-07-16 13F Rebalance, Llc 5 400 0,00 1 541 11,03
2025-08-14 13F Qube Research & Technologies Ltd 1 642 −28,17 468 −20,27
2025-08-14 13F Pennington Partners & Co., Llc 3 388 0,00 969 11,38
2025-05-05 13F Lindbrook Capital, Llc 2 396 0,00 616 −4,80
2025-07-18 13F First Pacific Financial 320 0,00 91 10,98
2025-08-05 13F Sensible Money, LLC 715 204
2025-08-04 13F Mesirow Financial Investment Management, Inc. 1 691 19,42 483 32,42
2025-07-18 13F SOA Wealth Advisors, LLC. 31 0,00 9 0,00
2025-08-11 13F Ironsides Asset Advisors, LLC 1 200 0,00 342 11,04
2025-08-15 13F First Heartland Consultants, Inc. 1 358 −2,51 387 8,10
2025-04-30 13F Bank Hapoalim Bm 0 −100,00 0
2025-07-17 13F Stone Point Wealth LLC 8 102 −1,13 2 312 9,73
2025-08-14 13F Harvest Investment Services, LLC 1 552 0,19 443 11,06
2025-08-12 13F AlphaCore Capital LLC 45 949 −24,54 13 148 −16,00
2025-08-12 13F NWF Advisory Services Inc. 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 5 966 −9,44 1 533 −13,68
2025-07-18 13F PBMares Wealth Management LLC 2 373 0,00 677 11,17
2025-07-17 13F Grandview Asset Management LLC 3 776 0,37 1
2025-08-25 13F/A Promus Capital, LLC 783 0,00 223 10,95
2025-07-22 13F Old National Bancorp /in/ 2 410 0,00 688 10,99
2025-05-13 13F Adams Wealth Management 75 439 29,49 19 390 23,40
2025-08-04 13F AMG National Trust Bank 9 097 28,53 2 595 42,66
2025-07-14 13F Park Avenue Securities Llc 11 396 3
2025-08-12 13F Archvest Wealth Advisors, Inc. 1 425 0,00 406 10,93
2025-07-23 13F Vontobel Holding Ltd. 19 119 −10,08 5 455 −0,18
2025-08-07 13F Hughes Financial Services, LLC 418 0,97 122 15,09
2025-08-12 13F Quadcap Wealth Management, LLC 5 964 0,00 1 701 11,03
2025-07-29 13F May Barnhard Investments LLC 17 697 0,73 5 049 11,83
2025-08-14 13F Synovus Financial Corp 5 216 0,66 1 488 11,80
2025-08-08 13F CFO4Life Group, LLC 845 0,00 241 11,06
2025-08-14 13F Principia Wealth Advisory, LLC 197 0,00 56 14,29
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 14 087 −3,76 4 031 7,15
2025-07-17 13F City Holding Co 25 382 13,78 7 241 26,29
2025-08-04 13F Haven Private, LLC 861 −36,32 246 −29,39
2025-08-14 13F Clark Capital Management Group, Inc. 2 760 0,00 787 11,00
2025-08-11 13F Nordwand Advisors, LLC 87 000 24 821
2025-08-14 13F Objective Capital Management, LLC 16 524 0,00 4 714 11,00
2025-08-13 13F Wellspring Financial Advisors, LLC 4 926 −2,92 1 405 7,75
2025-07-18 13F United Bank 1 226 −47,76 350 −42,12
2025-07-21 13F Compass Planning Associates Inc 839 0,00 239 11,16
2025-07-30 NP APUE - ActivePassive U.S. Equity ETF 1 580 58,16 429 57,14
2025-08-13 13F National Bank Of Canada /fi/ 0 −100,00 0
2025-08-14 13F Allred Capital Management, LLC 1 214 −25,93 347 −17,81
2025-07-25 13F We Are One Seven, LLC 4 957 1,45 1 414 12,67
2025-07-16 13F Kathmere Capital Management, LLC 156 138 1,71 44 546 12,90
2025-08-04 13F Creekmur Asset Management LLC 34 0,00 10 12,50
2025-07-21 13F Yeomans Consulting Group, Inc. 28 149 8 024
2025-08-14 13F Colony Group, LLC 511 017 26,11 145 798 39,98
2025-04-22 13F Cabana Llc 0 −100,00 0
2025-08-13 13F First Trust Advisors Lp 5 248 0,00 1 497 11,05
2025-08-07 13F Clarity Wealth Advisors, LLC 811 0,00 231 11,06
2025-08-08 13F Altiora Financial Group, LLC 1 100 0,00 314 10,99
2025-05-15 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-08-13 13F Jones Financial Companies Lllp 16 788 189 4,08 4 777 591 15,93
2025-05-15 13F CAPROCK Group, Inc. 14 304 0,10 3 677 −4,62
2025-07-22 13F Three Bridge Wealth Advisors, LLC 1 815 0,00 519 11,37
2025-07-30 13F Exencial Wealth Advisors, Llc 5 186 −8,86 1 480 1,16
2025-08-05 13F Mathes Company, Inc. 10 961 0,00 3 50,00
2025-05-15 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-07-16 13F Gradient Capital Advisors, LLC 31 558 62,56 9 003 80,46
2025-07-11 13F/A Umb Bank N A/mo 1 102 −3,67 314 6,80
2025-07-31 13F/A Avion Wealth 851 0,00 0
2025-07-10 13F Sovran Advisors, LLC 2 535 −1,90 726 15,81
2025-07-14 13F Abacus Wealth Partners, LLC 1 711 0,00 488 11,16
2025-07-25 13F Hemington Wealth Management 724 0,00 0
2025-07-08 13F Apella Capital, LLC 16 488 1 572,21 4 723 1 819,92
2025-07-10 13F Trust Point Inc. 219 163 −6,24 62 527 4,07
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 1 688 0,00 482 11,09
2025-07-10 13F Focus Financial Network, Inc. 3 298 16,87 944 30,07
2025-08-14 13F Evercore Wealth Management, LLC 14 507 −0,68 4 139 10,23
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-07-08 13F Legacy Private Trust Co. 6 274 0,00 1 790 10,98
2025-08-14 13F Sand Hill Global Advisors, LLC 7 938 0,00 2 265 10,98
2025-07-18 13F Wiser Wealth Management, Inc 9 275 −0,37 2 646 10,62
2025-08-14 13F Bragg Financial Advisors, Inc 13 127 −0,98 3 745 9,92
2025-07-10 13F Envision Financial LLC 1 986 0,00 566 10,98
2025-07-30 13F Sloy Dahl & Holst, LLC 3 262 0,52 931 11,51
2025-07-30 13F BlueChip Wealth Advisors LLC 1 474 0,00 421 11,11
2025-08-06 13F Capasso Planning Partners LLC 0 −100,00 0
2025-08-11 13F Hopwood Financial Services, Inc. 955 0,00 272 11,02
2025-07-15 13F Armis Advisers, LLC 903 3,08 260 15,11
2025-07-30 13F EnRich Financial Partners LLC 5 619 −6,38 1 603 3,96
2025-08-12 13F LPL Financial LLC 806 765 0,86 230 170 11,96
2025-07-23 13F Eagle Strategies LLC 5 608 2,22 1 600 13,40
2025-08-12 13F TCP Asset Management, LLC 984 −28,18 281 −20,45
2025-07-17 13F Fee-Only Financial Planning, L.C. 2 927 0,00 835 11,04
2025-05-01 13F High Note Wealth, LLC 0 −100,00 0
2025-07-29 13F Goldstein Advisors, LLC 2 628 0,00 750 10,96
2025-08-06 13F ETF Store, Inc. 1 725 −12,66 492 −2,96
2025-08-11 13F Tidemark, LLC 71 −52,67 20 −47,37
2025-08-14 13F Diversify Advisory Services, LLC 967 20,27 287 40,00
2025-08-14 13F Hurley Capital, LLC 78 0,00 22 10,00
2025-08-12 13F Change Path, LLC 1 997 26,87 570 40,84
2025-07-14 13F BetterWealth, LLC 1 348 0,00 385 10,98
2025-07-21 13F Verus Financial Partners, Inc. 71 721 −0,57 20 648 15,78
2025-08-04 13F Savvy Advisors, Inc. 10 496 51,37 2 995 68,01
2025-07-08 13F Heartwood Wealth Advisors LLC 352 178 1,04 100 476 12,15
2025-07-15 13F Cranbrook Wealth Management, LLC 39 214 0,65 11 188 11,72
2025-07-23 13F Sax Wealth Advisors, Llc 16 012 −1,14 4 568 9,75
2025-07-22 13F Grimes & Company, Inc. 1 608 1,20 459 12,25
2025-08-13 13F Beacon Pointe Advisors, LLC 78 529 0,35 22 404 11,39
2025-08-28 13F Prospera Capital Management, LLC 4 317 0,00 1 235 11,36
2025-07-25 13F Dynamic Financial Group 932 0,00 266 10,88
2025-08-07 13F Resources Investment Advisors, LLC. 5 609 35,03 1 600 49,95
2025-08-14 13F Wells Fargo & Company/mn 1 520 623 3,06 433 834 14,40
2025-08-14 13F GWM Advisors LLC 43 174 −0,35 12 318 10,62
2025-08-11 13F Dorsey & Whitney Trust CO LLC 21 363 0,00 6 095 11,00
2025-07-21 13F Keb Asset Management, Llc 964 0,00 275 11,34
2025-07-23 13F Armbruster Capital Management, Inc. 26 327 0,00 7 511 11,01
2025-08-06 13F Agf Management Ltd 268 518 −0,36 76 608 10,60
2025-08-01 13F Oarsman Capital, Inc. 750 214
2025-07-11 13F Pioneer Wealth Management Group 21 911 62,79 6 251 80,72
2025-07-30 13F Phillips Financial Management, Llc 17 372 3,10 4 956 14,43
2025-07-24 13F Rice Partnership, LLC 223 0,00 64 10,53
2025-08-11 13F Plum Street Advisors, LLC 3 510 0,00 1 001 10,98
2025-08-11 13F Strategic Equity Management 57 706 −30,68 16 463 −23,06
2025-05-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-08-14 13F Alliancebernstein L.p. 55 768 −2,69 15 911 8,01
2025-08-07 13F Cascade Financial Partners, LLC 21 719 −0,61 6 196 10,33
2025-08-13 13F Seven Springs Wealth Group, LLC 1 400 0,00 399 11,14
2025-07-07 13F RDA Financial Network 2 141 8,35 611 20,32
2025-07-15 13F Total Wealth Planning, Llc 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 5 400 1 541
2025-07-24 13F Edge Financial Advisors LLC 9 253 22,56 2 638 35,93
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 1 057 −2,67 302 7,89
2025-07-25 13F M.e. Allison & Co., Inc. 1 575 0,00 449 11,14
2025-07-31 13F Oppenheimer & Co Inc 19 274 −0,62 5 499 10,29
2025-08-13 13F Avestar Capital, LLC 1 000 0,00 286 11,28
2025-07-11 13F Grove Bank & Trust 366 0,00 104 10,64
2025-08-14 13F Diversify Wealth Management, Llc 2 095 0,62 622 17,17
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 3 554 −3,16 1 014 7,42
2025-08-08 13F Larson Financial Group LLC 3 212 −2,10 916 8,66
2025-08-13 13F Capital Group Private Client Services, Inc. 1 821 0,17 519 11,13
2025-08-08 13F Glassman Wealth Services 6 243 −0,53 1 781 10,42
2025-08-06 13F Kcm Investment Advisors Llc 2 019 0,00 576 10,98
2025-07-21 13F Pacific Financial Group Inc 4 126 0,00 1 177 11,04
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 165 723 0,96 47 420 12,40
2025-07-30 13F Whittier Trust Co 35 521 5,77 10 134 17,40
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 821 0,00 234 10,90
2025-08-15 13F Kestra Advisory Services, LLC 44 394 20,23 12 666 33,46
2025-07-22 13F Foguth Wealth Management, LLC. 0 −100,00 0
2025-07-11 13F Hilltop Wealth Advisors, Llc 870 0,00 248 11,21
2025-07-14 13F UMA Financial Services, Inc. 3 868 0,00 1 104 10,97
2025-07-25 13F Prostatis Group LLC 1 287 367
2025-07-08 13F Parallel Advisors, LLC 233 612 5,02 66 649 16,58
2025-08-18 13F Goodman Advisory Group, LLC 803 0,00 229 11,17
2025-08-06 13F First Horizon Advisors, Inc. 748 −7,54 213 2,90
2025-07-11 13F Compass Ion Advisors, LLC 2 989 0,34 853 11,37
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 24 0,00 7 0,00
2025-07-24 13F Ronald Blue Trust, Inc. 1 022 2,40 292 13,67
2025-08-15 13F Equitable Holdings, Inc. 328 031 2,35 93 587 13,61
2025-07-21 13F Successful Portfolios LLC 703 201
2025-07-23 13F Pillar Financial Advisors, LLC 353 0,00 101 11,11
2025-08-11 13F Johnson Financial Group, LLC 1 610 784 12,04 459 557 24,37
2025-08-13 13F Maia Wealth LLC 955 −22,67 272 −11,11
2025-08-13 13F Summit Financial, LLC 8 669 6,22 2 481 18,26
2025-08-12 13F Wealth Dimensions Group, Ltd. 1 065 0,00 304 10,99
2025-07-11 13F Addis & Hill, Inc 206 179 −0,19 58 823 10,79
2025-08-14 13F Quartz Partners, LLC 2 037 −13,43 581 −3,81
2025-08-11 13F McDonough Capital Management, Inc 37 048 1 432,18 2 178 250,56
2025-07-17 13F Catalytic Wealth RIA, LLC 1 263 360
2025-07-18 13F PFG Investments, LLC 2 195 18,46 626 31,51
2025-07-14 13F BlueSky Wealth Advisors, LLC 93 800 18,05 26 761 31,04
2025-08-12 13F Coldstream Capital Management Inc 473 129 −1,24 134 984 9,62
2025-07-10 13F Park Capital Management, LLC / WI 0 −100,00 0
2025-07-09 13F Reyes Financial Architecture, Inc. 272 0,00 78 11,59
2025-07-16 13F Patron Partners Advisors, Llc 22 459 14,52 6 408 27,12
2025-08-05 13F GPS Wealth Strategies Group, LLC 25 0,00 7 16,67
2025-08-11 13F Citigroup Inc 18 438 1,53 5 260 12,71
2025-07-11 13F Farther Finance Advisors, LLC 25 420 8,12 7 252 19,57
2025-08-06 13F Prospera Financial Services Inc 9 440 −15,12 2 695 −5,77
2025-08-07 13F Efficient Advisors, LLC 1 953 1,19 557 12,30
2025-08-08 13F Foundations Investment Advisors, LLC 2 653 −28,95 757 −21,17
2025-08-05 13F Dunhill Financial, LLC 0 −100,00 0
2025-08-15 13F Urban Financial Advisory Corp 889 0,00 254 10,96
2025-08-12 13F Cowa, Llc 829 0,00 237 10,80
2025-08-11 13F Western Wealth Management, LLC 1 592 8,30 454 20,42
2025-07-22 13F Yoder Wealth Management, Inc. 1 637 −1,98 467 8,86
2025-07-23 13F Colony Family Offices, LLC 274 1,48 78 13,04
2025-08-05 13F Prosperity Consulting Group, LLC 5 032 0,00 1 435 10,98
2025-08-05 13F Astra Wealth Partners LLC 10 273 32,55 2 931 47,16
2025-08-07 13F Vise Technologies, Inc. 1 384 395
2025-07-18 13F Schaeffer Financial LLC 757 216
2025-08-13 13F Scotia Capital Inc. 970 0,00 277 10,84
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 186 108 −1,29 53 711 10,83
2025-08-08 13F Union Savings Bank 313 6,83 91 21,33
2025-08-12 13F Steward Partners Investment Advisory, Llc 7 482 −4,47 2 135 6,01
2025-08-14 13F Susquehanna International Group, Llp Put 10 300 −51,87 2 939 −46,58
2025-08-14 13F Certified Advisory Corp 702 −21,74 200 −13,04
2025-07-29 13F Disciplined Investments, LLC 1 105 0,00 315 11,31
2025-08-14 13F Susquehanna International Group, Llp 17 841 5 090
2025-08-04 13F ArborFi Advisors, LLC 952 0,00 272 11,07
2025-08-04 13F Flagship Harbor Advisors, Llc 23 849 −2,17 6 804 8,60
2025-08-14 13F Moneta Group Investment Advisors Llc 1 282 119 16,73 365 788 29,56
2025-08-14 13F Susquehanna International Group, Llp Call 12 800 −47,76 3 652 −42,02
2025-08-05 13F Welch & Forbes Llc 884 0,00 252 11,01
2025-07-07 13F Hoertkorn Richard Charles 145 0,00 41 10,81
2025-07-22 13F Sage Financial Group Inc 114 287 2,03 32 606 13,25
2025-07-17 13F Hanson & Doremus Investment Management 31 0,00 0
2025-08-06 13F Financial Alternatives, Inc 9 723 0,00 2 774 10,96
2025-08-05 13F Claro Advisors LLC 4 561 −0,91 1 301 9,97
2025-08-13 13F Alerus Financial Na 5 705 0,00 1 628 10,98
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-07-09 13F Breakwater Capital Group 2 885 6,69 823 18,42
2025-08-12 13F O'shaughnessy Asset Management, Llc 15 740 15,98 4 491 28,73
2025-07-15 13F Norden Group Llc 2 686 −33,89 766 −26,63
2025-08-27 13F/A Brinker Capital Investments, LLC 6 587 10,41 1 879 22,57
2025-08-08 13F Grandfield & Dodd, Llc 5 550 0,00 1 583 11,01
2025-08-11 13F Novak & Powell Financial Services, Inc. 28 669 −4,12 8 179 6,43
2025-08-07 13F CENTRAL TRUST Co 32 426 0,02 9 251 11,03
2025-07-23 13F Roundview Capital LLC 11 948 −5,22 3 409 5,19
2025-08-14 13F Wetherby Asset Management Inc 6 615 9,79 1 887 16,19
2025-07-14 13F Maryland Capital Advisors Inc. 341 −1,16 97 10,23
2025-07-16 13F Plancorp, LLC 39 327 0,00 11 220 10,99
2025-07-17 13F One Wealth Advisors, LLC 2 250 2,27 642 13,45
2025-07-23 13F Watershed Private Wealth Llc 15 478 −0,15 4 416 10,82
2025-07-10 13F Atticus Wealth Management, Llc 12 268 −0,77 3 500 10,17
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5 365 −7,20 1 531 2,62
2025-08-06 13F Nicholas Hoffman & Company, LLC. 4 207 0,00 1 200 11,01
2025-08-12 13F Coston, McIsaac & Partners 25 0,00 0
2025-07-18 13F Trust Co Of Vermont 5 024 −3,16 1 433 7,50
2025-08-11 13F Bell Investment Advisors, Inc 4 532 27,37 1 293 41,36
2025-07-17 13F Greenleaf Trust 4 658 −1,23 1 329 9,57
2025-08-13 13F Ark & Tlk Investments, Llc 11 709 −0,61 3 341 10,30
2025-08-13 13F Capital Analysts, Inc. 3 957 0,00 1 0,00
2025-07-07 13F Vishria Bird Financial Group, LLC 757 216
2025-08-01 13F Bank of Jackson Hole Trust 14 0,00 4 0,00
2025-08-14 13F Waters Parkerson & Co., Llc 1 644 0,00 469 10,90
2025-08-14 13F McIlrath & Eck, LLC 135 139 −6,36 38 555 3,94
2025-08-14 13F Mpwm Advisory Solutions, Llc 938 −5,06 268 5,53
2025-08-11 13F HighTower Advisors, LLC 114 302 10,35 32 610 22,48
2025-07-22 13F Confluence Wealth Services, Inc. 1 101 0,00 314 15,87
2025-07-23 13F Bluestem Financial Advisors, Llc 8 372 0,00 2 389 11,02
2025-08-12 13F Proequities, Inc. 0 0
2025-08-04 13F Bristlecone Advisors, LLC 83 545 −2,10 23 835 8,67
2025-08-05 13F Golden Bell Financial Planning LLC 3 670 0,00 1 047 10,92
2025-07-23 13F Nbt Bank N A /ny 923 0,00 263 10,97
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 133 457 1,83 38 075 13,04
2025-07-10 13F Marshall Financial Group LLC 3 449 0,32 988 11,78
2025-08-01 13F PCA Investment Advisory Services Inc. 11 159 3,30 3 184 14,66
2025-07-30 13F Mason & Associates, LLC 471 739 10,90 134 587 23,10
2025-08-04 13F Assetmark, Inc 23 423 37,11 6 683 52,21
2025-08-14 13F Norinchukin Bank, The 300 000 85 590
2025-07-10 13F High Net Worth Advisory Group LLC 3 455 −2,59 986 8,12
2025-07-29 13F Harbor Asset Planning, Inc. 4 962 1 416
2025-08-08 13F Cetera Investment Advisers 366 165 7,90 104 467 19,77
2025-04-02 13F Marcum Wealth, LLC 1 830 0,00 470 −4,67
2025-08-14 13F Bank Of America Corp /de/ Put 100 0,00 29 12,00
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-07-14 13F Sentinel Pension Advisors Inc 746 213
2025-08-14 13F Bank Of America Corp /de/ 2 926 615 −2,98 834 963 7,70
2025-07-31 13F SoundView Advisors Inc. 12 998 27,42 4 50,00
2025-08-14 13F Great Valley Advisor Group, Inc. 23 484 −0,59 6 700 10,34
2025-08-11 13F Intrust Bank Na 21 109 15,49 6 022 28,21
2025-08-04 13F Hantz Financial Services, Inc. 238 0
2025-08-12 13F Centric Wealth Management 1 555 86,00 458 112,56
2025-07-31 13F Glass Jacobson Investment Advisors llc 11 407 −1,38 3 255 4,33
2025-07-11 13F Prosperity Planning, Inc. 1 471 −1,74 420 9,11
2025-08-04 13F Mayflower Financial Advisors, LLC 2 978 −4,92 850 5,47
2025-07-21 13F HighMark Wealth Management LLC 1 152 −1,29 329 9,70
2025-07-15 13F Retirement Income Solutions, Inc 839 0,00 239 11,16
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 3 530 0,00 1 007 11,03
2025-07-25 13F M3 Advisory Group, LLC 934 266
2025-08-05 13F Bridgewater Advisors Inc. 1 975 −0,20 579 14,88
2025-07-03 13F First Hawaiian Bank 60 079 0,58 17 141 11,64
2025-07-24 13F Acima Private Wealth, Llc 1 380 0,00 394 11,02
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-17 13F Willow Creek Wealth Management Inc. 1 092 0,00 312 11,07
2025-07-16 13F RWM Asset Management, LLC 4 666 −0,49 1 331 10,46
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 1 154 0,00 329 11,15
2025-07-22 13F DT Investment Partners, LLC 369 0,00 105 11,70
2025-08-08 13F Good Life Advisors, LLC 2 015 0,00 575 11,03
2025-08-12 13F Associated Banc-corp 0 −100,00 0
2025-08-07 13F New England Private Wealth Advisors LLC 1 457 18,07 427 34,38
2025-07-15 13F Define Financial, Llc 2 382 0,00 680 16,27
2025-07-25 13F Lodestar Private Asset Management Llc 21 990 −2,27 6 274 8,47
2025-08-01 13F Twin Lakes Capital Management, LLC 335 0,00 96 10,47
2025-08-06 13F Vestmark Advisory Solutions, Inc. 17 346 −1,53 4 949 9,30
2025-08-13 13F Baird Financial Group, Inc. 49 522 −0,89 14 129 10,01
2025-08-13 13F Cary Street Partners Financial Llc 51 476 −0,73 8 041 9,49
2025-07-07 13F First Community Trust Na 5 177 9,96 1 477 21,98
2025-07-07 13F Investors Research Corp 56 172 7,50 16 026 19,32
2025-07-10 13F Brooklyn FI, LLC 13 009 184,60 3 711 216,10
2025-07-18 13F Cooper Financial Group 860 −1,15 245 9,87
2025-08-13 13F SCS Capital Management LLC 113 825 −0,40 32 485 10,60
2025-08-13 13F Boston Family Office Llc 10 350 0,00 3 0,00
2025-08-06 13F Founders Financial Securities Llc 11 035 4,96 3 148 17,99
2025-08-13 13F Wealthquest Corp 718 552 0,57 205 003 11,63
2025-07-16 13F Tru Independence Asset Management 2, Llc 1 692 0,00 484 11,52
2025-08-12 13F Weaver Consulting Group 1 654 0,00 472 10,82
2025-07-30 13F Financial Perspectives, Inc 49 14
2025-07-16 13F Meridian Financial, LLC 1 360 0,00 388 11,17
2025-08-12 13F Triune Financial Partners, LLC 751 −33,19 214 −25,69
2025-08-04 13F Quaker Wealth Management, LLC 54 15
2025-08-13 13F Measured Wealth Private Client Group, LLC 6 533 −2,83 1 864 7,81
2025-07-16 13F Kendall Capital Management 22 102 0,00 6 306 11,00
2025-08-08 13F IMA Wealth, Inc. 222 243 6,70 63 124 18,42
2025-07-21 13F West Financial Advisors, LLC 43 −36,76 12 −29,41
2025-07-22 13F Global Assets Advisory, LLC 910 −56,35 259 −49,32
2025-08-13 13F Johnson Financial Group, Inc. 716 −31,22 205 −23,60
2025-07-10 13F Charter Oak Capital Management, LLC 1 814 0,00 518 10,94
2025-08-05 13F Aviance Capital Partners, LLC 814 0,00 232 11,00
2025-08-12 13F Howe & Rusling Inc 844 174,92 241 207,69
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 1 464 0,00 418 10,90
2025-07-15 13F Verum Partners LLC 890 0,00 254 10,96
2025-07-02 13F First Financial Bank - Trust Division 1 529 0,00 436 11,22
2025-07-17 13F Michels Family Financial, LLC 800 0,00 228 11,22
2025-07-29 13F Regions Financial Corp 2 157 41,35 615 56,89
2025-08-05 13F Allodium Investment Consultants, LLC 1 472 0,00 420 10,85
2025-08-14 13F Pine Harbor Wealth Management, LLC 2 368 0,00 676 11,02
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 0 −100,00 0
2025-08-14 13F Beaird Harris Wealth Management, LLC 450 −2,17 128 8,47
2025-07-09 13F GSG Advisors LLC 4 900 0,00 1 398 14,03
2025-08-12 13F Jpmorgan Chase & Co 320 589 16,99 91 464 29,86
2025-07-29 13F Tradewinds Capital Management, LLC 901 0,00 257 11,26
2025-08-13 13F Cerity Partners LLC 116 786 −1,88 33 321 8,91
2025-07-31 13F Kathleen S. Wright Associates Inc. 921 0,00 263 11,02
2025-07-18 13F TABR Capital Management, LLC 5 232 4,06 1 493 15,48
2025-08-04 13F Crescent Sterling, Ltd. 3 000 0,00 856 10,89
2025-07-23 13F Valmark Advisers, Inc. 948 0,00 270 11,11
2025-08-14 13F Snowden Capital Advisors LLC 5 075 0,00 1 452 11,35
2025-08-07 13F Prospect Financial Group LLC 1 109 0,00 317 10,88
2025-07-23 13F Slow Capital, Inc. 3 304 0,85 943 12,00
2025-07-24 13F KFA Private Wealth Group, LLC 1 221 0,00 348 11,18
2025-08-29 13F Evolution Wealth Management Inc. 102 29
2025-08-07 13F Montag A & Associates Inc 104 −85,52 30 −84,24
2025-08-08 13F Oak Harvest Investment Services 1 526 −5,63 435 4,82
2025-08-14 13F Benjamin Edwards Inc 1 931 12,14 551 24,66
2025-08-08 13F Capital Investment Advisory Services, LLC 402 0,00 115 10,68
2025-08-12 13F Gladstone Institutional Advisory LLC 2 114 −5,07 603 5,42
2025-08-12 13F OneAscent Financial Services LLC 19 990 −47,21 6 −44,44
2025-08-14 13F Aqr Capital Management Llc 88 232 12,26 25 173 24,61
2025-07-28 13F WealthPlan Investment Management, LLC 1 428 2,81 407 14,33
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-25 13F LRI Investments, LLC 896 0,00 256 10,87
2025-08-05 13F Crestwood Advisors Group LLC 1 162 0,00 332 11,07
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 43 12
2025-08-14 13F/A Perritt Capital Management Inc 114 0,00 33 10,34
2025-04-17 13F Vista Wealth Management Group, LLC 21 909 0,00 5 631 −4,69
2025-07-29 13F Horst & Graben Wealth Management LLC 986 281
2025-08-14 13F Granite FO LLC 243 0,00 69 11,29
2025-08-05 13F Magnolia Capital Advisors Llc 15 758 −11,31 4 496 −1,55
2025-07-10 13F YHB Investment Advisors, Inc. 8 852 0,71 2 525 11,78
2025-08-14 13F Warren Averett Asset Management, LLC 7 674 182,13 2 190 213,16
2025-07-08 13F Webster Bank, N. A. 257 0,00 73 10,61
2025-08-13 13F Haverford Trust Co 161 911 6,62 46 193 18,34
2025-08-14 13F Comerica Bank 112 349 −15,57 32 053 −6,29
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 1 006 0,00 287 11,24
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 372 042 −3,55 106 144 7,06
2025-08-07 13F Verus Capital Partners, Llc 1 649 −3,62 471 7,06
2025-08-18 13F N.E.W. Advisory Services LLC 0 −100,00 0
2025-07-10 13F Secure Asset Management, LLC 13 552 3 866
2025-08-12 13F Jacobi Capital Management LLC 3 009 0,00 859 11,00
2025-05-02 13F BluePointe Capital Management, LLC 3 753 965
2025-08-14 13F Acas, Llc 910 0,00 271 15,38
2025-07-08 13F Lpwm Llc 2 578 0,00 736 11,03
2025-07-22 13F Relyea Zuckerberg Hanson LLC 2 054 0,00 586 11,01
2025-08-14 13F Voya Financial Advisors, Inc. 685 315 17,70 195 027 31,11
2025-07-21 13F/A Abacus Planning Group, Inc. 3 791 0,37 1 082 11,44
2025-07-28 13F Revolve Wealth Partners, LLC 1 138 0,00 325 10,96
2025-08-15 13F Morgan Stanley 2 828 371 3,76 806 935 15,17
2025-05-09 13F Avalon Trust Co 0 −100,00 0
2025-07-09 13F Lineweaver Wealth Advisors, LLC 0 −100,00 0
2025-07-31 13F Intelligent Financial Strategies 346 0,00 99 12,50
2025-07-29 13F Northern Capital Management, Inc. 53 310 2,80 15 209 14,10
2025-08-13 13F GeoWealth Management, LLC 470 837 11,48 134 330 23,74
2025-08-06 13F Quadrant Private Wealth Management, LLC 1 575 28,57 451 43,31
2025-08-12 13F Legacy Financial Group, Inc. 1 529 0,00 436 11,22
2025-08-13 13F Willis Johnson & Associates, Inc. 757 −11,36 216 −1,83
2025-07-14 13F Infinity Wealth Counsel, LLC 17 014 0,50 4 854 11,56
2025-07-23 13F Seamount Financial Group Inc 6 250 11,09 1 783 23,31
2025-05-06 13F Unison Advisors LLC 0 −100,00 0
2025-08-11 13F United Advisor Group, LLC 940 9,68 268 21,82
2025-07-31 13F Opes Wealth Management LLC 1 093 −6,42 312 3,67
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 1 662 474
2025-08-13 13F Baker Avenue Asset Management, LP 230 728 3,68 65 827 15,08
2025-07-09 13F Thrive Wealth Management, LLC 968 −0,10 276 10,84
2025-07-25 13F Mitchell Capital Management Co 1 595 0,00 462 12,96
2025-07-25 13F Wealth Architects, LLC 70 244 4,62 20 041 16,13
2025-08-07 13F PCG Wealth Advisors, LLC 13 388 −1,11 3 820 9,77
2025-08-14 13F Two Sigma Investments, Lp 156 400 44 621
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 100 30
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-05-09 13F Probity Advisors, Inc. 0 −100,00 0
2025-08-19 13F Anchor Investment Management, LLC 100 0,00 29 12,00
2025-08-15 13F Tower Research Capital LLC (TRC) 1 643 469
2025-07-23 13F First Merchants Corp 1 162 −80,79 332 −78,70
2025-07-25 13F PrairieView Partners, LLC 12 429 0,00 4 0,00
2025-07-31 13F Cabot Wealth Management Inc 0 −100,00 0
2025-07-24 13F Cyndeo Wealth Partners, LLC 0 −100,00 0
2025-08-13 13F Luminist Capital LLC 5 663 17,13 1 614 29,43
2025-08-13 13F Summit Wealth Group Llc / Co 4 580 1 311
2025-07-23 13F Hardy Reed LLC 2 443 0,00 697 11,00
2025-07-31 13F Briaud Financial Planning, Inc 894 0,00 0
2025-08-01 13F Anson Capital, Inc. 732 209
2025-08-12 13F Mystic Asset Management, Inc. 5 966 3,11 1 702 14,46
2025-07-15 13F Kwmg, Llc 3 477 0,00 992 10,97
2025-07-23 13F Winthrop Advisory Group LLC 2 259 0,00 646 11,38
2025-07-18 13F Truist Financial Corp 94 910 13,60 27 078 26,09
2025-07-17 13F Sound Income Strategies, LLC 233 0,00 66 11,86
2025-08-04 13F Heritage Investors Management Corp 1 057 −1,40 0
2025-08-14 13F Camden Capital, LLC 990 0,00 282 11,02
2025-08-14 13F Vista Capital Partners, Inc. 5 426 0,00 1 548 11,05
2025-07-14 13F Acropolis Investment Management, LLC 166 188 11,53 47 413 23,80
2025-07-16 13F Dakota Wealth Management 5 597 0,00 1 597 10,99
2025-07-28 13F Rosenberg Matthew Hamilton 80 23
2025-08-08 13F Wiser Advisor Group LLC 0 −100,00 0
2025-07-08 13F Lowe Wealth Advisors, LLC 200 0,00 57 11,76
2025-08-12 13F Bank OZK 2 157 −23,10 615 −14,58
2025-08-12 13F TCTC Holdings, LLC 16 0,00 5 0,00
2025-07-29 13F Wealthstream Advisors, Inc. 4 777 3,51 1 363 14,84
2025-07-14 13F AdvisorNet Financial, Inc 7 053 1,76 2 012 12,97
2025-07-25 13F Verdence Capital Advisors LLC 2 973 −0,03 848 10,99
2025-07-16 13F PFS Partners, LLC 33 0,00 9 12,50
2025-08-12 13F Atalanta Sosnoff Capital, Llc 2 058 40,57 587 56,12
2025-08-12 13F Franklin Resources Inc 2 609 −97,08 744 −96,76
2025-07-15 13F Fortitude Family Office, LLC 0 −100,00 0
2025-08-15 13F Provenance Wealth Advisors, LLC 490 140
2025-08-08 13F Tanglewood Legacy Advisors, LLC 275 78
2025-07-17 13F Scott & Selber, Inc. 6 563 0,00 2 0,00
2025-07-10 13F Ferguson Wellman Capital Management, Inc 3 011 −3,18 859 7,51
2025-08-13 13F Idaho Trust Bank 39 297 4,09 11 211 15,53
2025-07-15 13F Seven Post Investment Office LP 3 800 1 084
2025-07-17 13F CWA Asset Management Group, LLC 4 991 8,67 1 424 20,68
2025-07-29 13F Chicago Partners Investment Group LLC 5 375 −0,63 1 572 12,45
2025-08-08 13F Meridian Wealth Management, LLC 4 811 0,00 1 373 11,00
2025-08-14 13F Connecticut Wealth Management, LLC 920 0,00 262 11,02
2025-09-03 13F Ballentine Capital Advisors, Inc 0 −100,00 0
2025-07-16 13F/A CX Institutional 52 328 −15,77 15 −6,67
2025-07-28 13F Holistic Planning, LLC 6 964 3,43 1 987 14,80
2025-08-07 13F Flagship Wealth Advisors, Llc 750 0,00 214 10,94
2025-08-12 13F Manchester Capital Management LLC 0 −100,00 0
2025-07-29 13F Northeast Investment Management 34 100 0,00 9 729 11,00
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 23 104 −0,06 6 592 10,92
2025-07-30 13F Rehmann Capital Advisory Group 15 208 119,71 4 339 143,90
2025-08-11 13F Madison Asset Management, LLC 49 514 1,80 14 126 13,00
2025-07-31 13F Cornerstone Management, Inc. 1 266 2,18 361 13,52
2025-08-13 13F Natixis Advisors, L.p. 51 646 −8,52 15 0,00
2025-07-29 13F Angeles Wealth Management, Llc 27 8
2025-07-16 13F Newton One Investments LLC 1 438 0,00 410 11,11
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 367 0,00 105 10,64
2025-07-23 13F Bear Mountain Capital, Inc. 0 −100,00 0
2025-07-31 13F City State Bank 2 355 0,00 672 10,91
2025-07-30 13F Fusion Family Wealth LLC 43 829 −2,38 12 504 8,35
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 21 765 −5,16 6 210 5,27
2025-08-08 13F Better Money Decisions, LLC 1 107 0,00 316 10,92
2025-08-11 13F Wealthspire Advisors, LLC 1 096 878 26,16 312 939 40,04
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-07-09 13F Orser Capital Management, Llc 5 775 187,31 1 648 219,19
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 50 574 −1,31 14 429 9,54
2025-08-13 13F Cary Street Partner Investment Advisory Llc 39 0,00 11 10,00
2025-07-01 13F Harbor Investment Advisory, Llc 273 0,00 78 10,00
2025-07-24 13F Horizon Bancorp Inc /in/ 4 800 1
2025-08-11 13F Lowe Brockenbrough & Co Inc 476 136
2025-08-12 13F Cynosure Management, Llc 1 347 0,00 384 10,98
2025-07-30 13F Wbh Advisory Inc 7 434 369,32 2 121 421,13
2025-07-18 13F Tanager Wealth Management LLP 795 0,00 227 10,78
2025-08-13 13F Northern Trust Corp 47 831 −0,58 13 646 10,36
2025-07-07 13F Peterson Wealth Advisors, LLC 2 311 0,00 659 23,18
2025-07-18 13F Parsons Capital Management Inc/ri 12 579 −2,22 3 589 8,53
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB 42 160 0,00 12 028 11,00
2025-08-14 13F/A Rockefeller Capital Management L.P. 80 956 0,96 23 097 12,06
2025-07-22 13F Berkshire Money Management, Inc. 4 536 −3,35 1 294 7,30
2025-08-14 13F EP Wealth Advisors, Inc. 15 736 −1,25 4 489 9,62
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 132 893 −1,86 38 8,82
2025-08-12 13F Latigo Investments, LLC 108 982 0,00 31 093 11,00
2025-08-14 13F Transamerica Financial Advisors, Inc. 254 442 −3,53 72 592 108 246,27
2025-07-28 13F Ritholtz Wealth Management 18 025 14,06 5 143 26,62
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-07-11 13F Thomasville National Bank 5 751 0,00 1 641 10,96
2025-08-05 13F Freestone Capital Holdings, LLC 9 784 −2,17 2 791 8,60
2025-07-07 13F Capital Asset Advisory Services LLC 1 048 931 0,44 298 998 10,26
2025-07-23 13F Traphagen Investment Advisors Llc 2 422 0,00 691 11,09
2025-07-25 13F Stephens Consulting, LLC 1 913 248,45 546 286,52
2025-08-14 13F Betterment LLC 117 766 50,95 34 65,00
2025-08-14 13F Peapack Gladstone Financial Corp 9 188 8,72 3 0,00
2025-08-14 13F Integrated Wealth Concepts LLC 54 975 −18,24 15 685 −9,25
2025-07-17 13F Oakworth Capital, Inc. 3 435 0,00 980 11,11
2025-08-13 13F Cresset Asset Management, LLC 558 252 −1,39 159 743 9,78
2025-07-17 13F Robbins Farley Llc 378 108
2025-07-22 13F DBK Financial Counsel, LLC 6 040 −2,74 1 723 7,96
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 10 841 0,99 3 093 12,07
2025-08-12 13F Covington Investment Advisors Inc. 776 0
2025-07-08 13F/A Salem Investment Counselors Inc 761 −6,40 218 4,33
2025-07-17 13F Moss Adams Wealth Advisors LLC 1 763 −0,23 504 11,01
2025-07-25 13F Wells Financial Advisors INC 11 344 −15,26 3 236 −5,93
2025-08-12 13F CIBC Private Wealth Group, LLC 5 678 −6,93 1 620 16,31
2025-08-06 13F Adviser Investments LLC 2 625 −38,00 749 −31,25
2025-08-14 13F Oxford Financial Group Ltd 7 352 0,00 2 098 11,01
2025-08-04 13F Carret Asset Management, Llc 1 179 0,00 336 10,89
2025-08-04 13F JDM Financial Group LLC 241 0,00 69 11,48
2025-08-04 13F Roble, Belko & Company, Inc 85 309 8,90 24 20,00
2025-08-14 13F Mariner, LLC 525 269 10,40 149 847 22,57
2025-08-05 13F Strategic Financial Concepts, LLC 7 245 −21,30 2 067 −12,64
2025-08-06 13F Anchor Capital Advisors Llc 4 521 −7,41 1 290 2,71
2025-08-14 13F Citadel Advisors Llc Call 11 400 40,74 3 252 56,27
2025-08-05 13F Key FInancial Inc 4 763 −14,38 1 359 −4,97
2025-07-10 13F Wedmont Private Capital 40 433 −6,89 11 641 9,20
2025-07-15 13F Main Street Group, LTD 1 076 −9,04 307 0,66
2025-07-22 13F Legacy Trust 1 470 0,00 419 11,14
2025-07-31 13F/A Sendero Wealth Management, LLC 3 185 0,00 909 11,00
2025-07-22 13F Innovative Wealth Building LLC 890 254
2025-08-08 13F WealthTrust Asset Management, LLC 3 322 −17,96 948 −8,94
2025-08-14 13F Atomi Financial Group, Inc. 18 164 −15,79 5 182 −6,53
2025-08-05 13F Tsfg, Llc 4 821 −16,79 1 0,00
2025-07-25 13F Johnson Investment Counsel Inc 3 420 3,39 976 14,71
2025-08-07 13F Allworth Financial LP 38 369 16,66 10 947 32,25
2025-07-22 13F BridgePort Financial Solutions, LLC 1 143 0,00 326 11,26
2025-07-31 13F Sequent Asset Management, LLC 7 127 0,00 2 033 11,03
2025-08-01 13F Zhang Financial LLC 12 076 291,19 3 445 334,43
2025-08-05 13F Lifeworks Advisors, LLC 6 654 5,97 1 898 17,67
2025-08-13 13F Ted Buchan & Co 4 486 0,29 1 280 11,40
2025-08-13 13F American Money Management, LLC 3 962 0,00 1 130 11,00
2025-08-12 13F BWM Planning, LLC 4 387 0,00 1 252 11,00
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 10 489 0,00 2 993 11,02
2025-08-08 13F Accredited Investors Inc. 850 −1,73 243 9,01
2025-07-23 13F WestEnd Advisors, LLC 31 0,00 9 14,29
2025-08-07 13F McClarren Financial Advisors, Inc. 9 325 −0,51 2 660 132 900,00
2025-04-10 13F Steigerwald, Gordon & Koch Inc. 0 −100,00 0 −100,00
2025-08-14 13F Raymond James Financial Inc 710 811 1,73 202 794 12,92
2025-08-12 13F Gitterman Wealth Management, LLC 865 247
2025-08-19 13F/A Pitcairn Co 16 112 0,00 4 597 10,99
2025-07-10 13F Hurlow Wealth Management Group, Inc. 149 114 3,98 42 542 15,42
2025-08-11 13F Bellwether Advisors, LLC 1 060 0,00 302 11,03
2025-08-05 13F Mission Wealth Management, Lp 18 982 296,78 5 415 340,60
2025-08-08 13F Bailard, Inc. 2 710 −5,71 773 4,74
2025-04-21 13F Hoge Financial Services, Llc 0 −100,00 0
2025-07-09 13F Market Street Wealth Management Advisors Llc 8 065 −0,25 2 301 10,68
2025-07-17 13F HB Wealth Management, LLC 27 834 −27,90 7 941 −19,97
2025-07-30 13F White Lighthouse Investment Management Inc. 1 758 −10,08 502 −1,18
2025-08-14 13F Jane Street Group, Llc Call 2 500 13,64 713 26,19
2025-07-07 13F Horizons Wealth Management 51 271 0,85 14 628 11,95
2025-08-14 13F Fiduciary Trust Co 770 −4,94 220 5,29
2025-08-06 13F Hoxton Planning & Management, LLC 803 229
2025-08-13 13F My Purposeful Wealth Corp. 3 207 0,03 938 13,85
2025-05-01 13F Schechter Investment Advisors, LLC 4 816 30,23 1 238 24,07
2025-07-14 13F Gries Financial Llc 4 603 −1,52 1 313 9,33
2025-07-25 13F Sequoia Financial Advisors, LLC 52 725 −2,81 15 042 7,87
2025-08-12 13F Farmers National Bank 3 067 −1,51 875 9,38
2025-08-08 13F Francis Financial, Inc. 884 0,00 252 11,01
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 18 50,00 5 66,67
2025-08-11 13F GW&K Investment Management, LLC 82 0,00 0
2025-08-11 13F Great Lakes Advisors, Llc 1 163 30,82 332 45,18
2025-07-11 13F Pinnacle Bancorp, Inc. 607 −9,54 173 0,58
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-07-24 13F PDS Planning, Inc 16 598 −12,51 4 735 −2,89
2025-08-14 13F Destination Wealth Management 46 680 −2,64 13 318 8,07
2025-07-14 13F Abound Wealth Management 78 515 474,74 22 400 537,99
2025-07-15 13F ACT Advisors, LLC. 1 182 0,00 337 11,22
2025-04-14 13F Greenspring Advisors, LLC 1 984 0,00 510 −4,86
2025-07-21 13F Crews Bank & Trust 110 0,00 31 10,71
2025-08-20 13F/A Coppell Advisory Solutions LLC 11 434 0,82 3 254 12,48
2025-07-09 13F Affinity Capital Advisors, LLC 1 584 −1,43 452 14,47
2025-08-04 13F Balentine LLC 604 047 −48,30 172 335 −42,62
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-07-10 13F Mogy Joel R Investment Counsel Inc 500 0,00 143 10,94
2025-07-30 13F Wedgewood Investors Inc /pa/ 1 287 0,00 367 11,21
2025-07-21 13F Ameriflex Group, Inc. 307 −7,81 87 1,18
2025-08-14 13F IHT Wealth Management, LLC 8 594 2,79 2 452 14,05
2025-08-12 13F/A Cozad Asset Management Inc 2 936 0,00 838 11,01
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-07-31 13F FSM Wealth Advisors, LLC 3 522 0,26 1 009 11,75
2025-08-14 13F Van Den Berg Management I, Inc 225 −3,85 64 6,67
2025-07-28 13F Davidson Trust Co 6 256 0,00 1 785 11,01
2025-08-11 13F Strategic Wealth Partners, Ltd. 53 15
2025-08-12 13F Ameritas Investment Partners, Inc. 235 0,00 67 11,67
2025-07-18 13F BSW Wealth Partners 3 250 0,00 927 11,02
2025-07-23 13F Morton Capital Management LLC/CA 3 445 0,00 983 10,96
2025-08-12 13F FreeGulliver LLC 1 014 0,00 289 11,15
2025-07-11 13F Seacrest Wealth Management, Llc 7 225 22,58 2 061 36,13
2025-07-08 13F Nbc Securities, Inc. 7 763 0,00 2 100,00
2025-07-07 13F Aletheian Wealth Advisors LLC 1 771 0,00 505 10,99
2025-07-24 13F Capital Advisors, Ltd. LLC 49 061 0,23 14 8,33
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 4 946 0,00 1 271 127 000,00
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-16 13F Crowley Wealth Management, Inc. 50 0,00 14 16,67
2025-08-13 13F Royal Fund Management, LLC 9 906 1,04 2 831 11,50
2025-07-17 13F Wolff Wiese Magana Llc 59 −6,35 17 0,00
2025-08-07 13F Beese Fulmer Investment Management, Inc. 1 287 367
2025-07-22 13F Simplicity Wealth,LLC 0 −100,00 0
2025-07-23 13F L.K. Benson & Company, P.C. 9 250 3,35 2 639 14,74
2025-08-12 13F Burk Holdings LLC 817 −15,34 233 −6,05
2025-08-12 13F Retirement Planning Co of New England, Inc. 1 747 0,17 498 11,16
2025-04-23 13F B.O.S.S. Retirement Advisors, LLC 0 −100,00 0
2025-05-01 13F Grant/GrossMendelsohn, LLC 2 433 0,29 618 −5,66
2025-07-15 13F Farrell Financial LLC 55 719 −2,50 15 897 8,23
2025-08-06 13F Simmons Bank 28 821 −2,59 8 223 8,13
2025-08-11 13F Retirement Capital Strategies 0 −100,00 0
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 661 7,48 189 18,99
2025-08-06 13F Golden State Wealth Management, LLC 792 0,00 226 10,84
2025-07-17 13F/A Capital Investment Advisors, LLC 5 108 −0,89 1 457 10,05
2025-07-23 13F Capital Management Associates, Inc 5 581 −50,00 1 592 −44,49
2025-07-17 13F Venture Visionary Partners LLC 39 030 0,04 11 135 11,04
2025-08-04 13F Atria Investments Llc 77 736 −1,80 22 178 9,00
2025-07-22 13F Belpointe Asset Management LLC 3 853 41,71 1 099 57,45
2025-07-15 13F Sheets Smith Wealth Management 11 394 −2,40 3 251 8,33
2025-07-11 13F Rockwood Wealth Management, LLC 2 690 0,00 768 11,00
2025-08-13 13F Gateway Wealth Partners, LLC 758 216
2025-08-12 13F Private Management Group Inc 5 721 0,00 1 632 11,02
2025-08-08 13F Sculati Wealth Management, LLC 26 935 −64,85 7 685 −60,98
2025-08-11 13F VSM Wealth Advisory, LLC 165 286 −1,00 47 156 9,89
2025-07-07 13F Trust Co 2 214 0,00 632 10,90
2025-08-08 13F Hartland & Co., LLC 1 137 48,82 324 65,31
2025-07-02 13F Helen Stephens Group, LLC 3 692 0,00 1 053 11,08
2025-08-29 13F Centaurus Financial, Inc. 1 093 6,63 0
2025-08-14 13F Ancora Advisors, LLC 347 0,00 99 10,11
2025-05-02 13F MB Generational Wealth, LLC 0 −100,00 0
2025-08-14 13F Royal Capital Wealth Management, LLC 818 0,00 233 10,95
2025-08-14 13F Silvercrest Asset Management Group Llc 789 225
2025-07-29 13F Oxbow Advisors, LLC 1 249 0,00 356 10,90
2025-08-12 13F J.w. Cole Advisors, Inc. 15 380 13,15 4 388 25,59
2025-08-14 13F Millennium Management Llc 0 −100,00 0
2025-07-31 13F TSA Wealth Managment LLC 2 044 −1,97 583 8,97
2025-07-07 13F General Partner, Inc. 5 700 −27,28 1 626 −19,27
2025-07-31 13F Lee Danner & Bass Inc 4 082 −0,05 1 164 10,96
2025-07-25 13F Apollon Wealth Management, LLC 2 452 −4,11 700 6,39
2025-07-23 13F Arcadia Investment Advisors Llc 68 184 0,21 19 453 11,23
2025-08-13 13F Trustmark National Bank Trust Department 65 674 1,94 18 737 13,15
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 29 308 0,66 8 585 21,90
2025-08-08 13F Petix & Botte Co 2 008 −20,63 573 −12,00
2025-08-05 13F Cassaday & Co Wealth Management LLC 2 773 0,00 791 11,10
2025-05-15 13F IronBridge Private Wealth, LLC 1 635 0,00 420 −4,55
2025-07-31 13F Waldron Private Wealth LLC 5 266 −3,41 1 507 7,49
2025-07-22 13F Warwick Investment Management, Inc. 16 042 −0,76 4 577 10,16
2025-07-29 13F TFC Financial Management 43 874 55,79 12 517 72,93
2025-08-06 13F SOUTH STATE Corp 12 805 1,22 3 653 12,37
2025-08-11 13F Mosaic Family Wealth Partners, Llc 5 075 0,00 1 448 10,97
2025-07-16 13F Perigon Wealth Management, LLC 4 222 −3,28 1 205 7,40
2025-07-22 13F Fortitude Advisory Group L.L.C. 9 428 −0,48 2 690 17,37
2025-08-04 13F IFG Advisory, LLC 16 711 1,14 4 768 12,27
2025-08-13 13F Brown Advisory Inc 37 841 −3,84 10 796 6,74
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 8 360 −43,49 2 385 −37,27
2025-07-23 13F Values Added Financial LLC 2 801 0,00 799 11,13
2025-07-16 13F Highline Wealth Partners Llc 181 −24,90 52 −17,74
2025-08-01 13F Red Lighthouse Investment Management, Llc 239 0,00 68 19,30
2025-08-12 13F Indie Asset Partners, LLC 0 −100,00 0
2025-07-22 13F Olistico Wealth, LLC 5 474 −0,07 1 562 10,87
2025-07-28 13F Duncker Streett & Co Inc 761 0,00 217 11,28
2025-07-10 13F Kmg Fiduciary Partners, Llc 14 330 −0,28 4 088 10,70
2025-07-17 13F Enclave Advisors LLC 716 204
2025-06-03 13F Invst, LLC 0 −100,00 0
2025-07-16 13F Embree Financial Group 2 622 2,82 748 14,20
2025-04-17 13F Janney Montgomery Scott LLC 0 −100,00 0
2025-07-30 13F Bleakley Financial Group, LLC 554 389 5,93 158 167 17,58
2025-08-12 13F BlackRock, Inc. 6 144 1,37 1 753 12,52
2025-08-04 13F Field & Main Bank 138 0,00 39 11,43
2025-08-18 13F Hershey Financial Advisers, LLC 5 609 25,45 1 600 32,78
2025-05-22 13F Mattson Financial Services, LLC 0 −100,00 0
2025-07-09 13F Alesco Advisors Llc 48 105 −4,26 13 724 6,27
2025-07-29 13F Private Trust Co Na 1 570 250,45 448 288,70
2025-08-08 13F Tortoise Investment Management, LLC 31 922 4,77 9 107 16,29
2025-07-23 13F Joel Isaacson & Co., LLC 6 816 0,00 1 945 11,02
2025-07-22 13F Apexium Financial, Lp 25 619 −1,95 7 314 8,92
2025-08-12 13F Argent Trust Co 782 0,00 223 11,50
2025-08-26 13F/A Thrivent Financial For Lutherans 1 828 −74,89 1 −100,00
2025-08-12 13F Choate Investment Advisors 3 783 0,00 1 079 11,01
2025-08-13 13F Consultiva Wealth Management, Corp. 103 0,00 29 11,54
2025-03-20 NP TDSC - Cabana Target Drawdown 10 ETF 37 550 −8,08 10 430 −2,21
2025-07-25 13F Lion Street Advisors, LLC 21 541 0,00 6 146 11,00
2025-07-29 13F Aspiriant, Llc 13 337 −2,11 3 805 8,68
2025-07-16 13F MontVue Capital Management, Inc. 4 407 0,00 1 257 11,04
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 3 186 −0,59 909 10,33
2025-05-09 13F Wade Financial Advisory, Inc 97 688 −1,00 25 109 −5,65
2025-08-08 13F Citizens Financial Group Inc/ri 32 153 1,50 9 201 12,99
2025-08-13 13F Fisher Asset Management, LLC 1 596 46,02 455 61,92
2025-07-24 13F Drucker Wealth 3.0, LLC 951 274
2025-07-15 13F Ballentine Partners, LLC 390 493 0,05 111 408 11,05
2025-07-16 13F Moneywise, Inc. 39 251 −28,72 11 198 −20,88
2025-08-11 13F Aptus Capital Advisors, LLC 8 547 −0,07 2 438 10,92
2025-04-08 13F Retirement Wealth Solutions LLC 0 −100,00 0
2025-07-10 13F Oldfather Financial Services, LLC 1 881 537
2025-07-29 13F Novare Capital Management Llc 2 320 −4,13 662 6,27
2025-08-12 13F Passive Capital Management, LLC. 1 892 0,00 539 10,91
2025-07-18 13F Swp Financial Llc 13 941 −0,01 3 977 11,00
2025-07-24 13F Trevian Wealth Management LLC 1 190 0,00 0
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 44 990 0,00 12 836 11,00
2025-07-22 13F PUREfi Wealth, LLC 1 913 −0,05 546 11,00
2025-07-16 13F Signaturefd, Llc 392 816 −1,72 112 070 9,09
2025-07-09 13F WealthCare Investment Partners, LLC 1 021 0,49 295 22,50
2025-07-29 13F Mb, Levis & Associates, Llc 64 299 3,57 18 345 14,96
2025-08-14 13F Fmr Llc 1 565 789 −1,37 446 720 9,47
2025-07-16 13F Cahaba Wealth Management, Inc. 5 402 −7,61 1 541 2,60
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-12 13F SRS Capital Advisors, Inc. 546 −10,49 1 531 880,77
2025-08-14 13F/A Skopos Labs, Inc. 687 41,65 196 58,06
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 251 0,00 72 10,94
2025-07-17 13F Beacon Capital Management, LLC 38 141 −28,00 10 882 −20,09
2025-04-11 13F Safeguard Financial, LLC 2 127 −9,76 547 −14,02
2025-07-22 13F James Reed Financial Services, Inc. 90 660 7,28 25 865 19,08
2025-08-05 13F Westside Investment Management, Inc. 143 0,00 41 11,11
2025-07-29 13F Werba Rubin Papier Wealth Management 825 235
2025-08-04 13F Kovack Advisors, Inc. 1 870 2,30 534 13,65
2025-08-14 13F Glen Eagle Advisors, LLC 1 989 0,00 567 10,96
2025-07-10 13F Moller Financial Services 84 325 −1,40 24 058 9,44
2025-08-13 13F GQG Partners LLC 2 817 804
2025-07-11 13F Annex Advisory Services, LLC 5 079 0,00 1 449 11,03
2025-08-01 13F Transcend Wealth Collective, Llc 33 123 −2,33 9 450 8,41
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0
2025-07-10 13F Pachira Investments Inc. 3 841 3,98 1 096 16,12
2025-05-06 13F WorthPointe, LLC 0 −100,00 0
2025-08-11 13F NewEdge Wealth, LLC 83 232 1,84 24 322 15,79
2025-08-14 13F Smartleaf Asset Management LLC 70 −84,88 20 −83,90
2025-08-14 13F Core Wealth Advisors, Inc. 3 580 0,00 1 021 10,98
2025-07-21 13F Greenwood Capital Associates Llc 1 250 0,00 357 10,90
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 −100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 909 −81,67 259 −79,56
2025-08-05 13F Plante Moran Financial Advisors, LLC 329 513 113,45 94 010 136,93
2025-08-12 13F Country Trust Bank 296 84
2025-07-17 13F MBA Advisors LLC 804 −70,85 229 −67,66
2025-07-25 13F Courage Miller Partners, LLC 1 287 −19,36 367 −10,49
2025-08-07 13F Nwam Llc 25 044 −12,02 7 145 −2,34
2025-07-08 13F Next Level Private LLC 1 037 −1,05 296 9,67
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 2 267 −0,83 647 10,05
2025-07-23 13F Wheelhouse Advisory Group LLC 59 934 4,16 17 099 15,61
2025-08-14 13F Visionary Wealth Advisors 811 2,27 231 13,79
2025-08-05 13F Next Capital Management LLC 4 509 0,42 1 286 11,44
2025-08-11 13F Cladis Investment Advisory, LLC 865 0,00 247 10,81
2025-08-13 13F Everstar Asset Management, LLC 730 208
2025-08-13 13F American Investment Services, Inc. 6 056 −68,53 1 728 −65,08
2025-07-23 13F Stonegate Investment Group, LLC 43 925 2,38 12 532 13,64
2025-08-14 13F Bank of Marin 1 627 464
2025-07-31 13F Gill Capital Partners, Llc 5 290 −25,62 1 509 −17,41
2025-07-24 13F Robertson Stephens Wealth Management, LLC 2 406 0,00 688 11,33
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 53 468 0,04 15 255 11,04
2025-08-14 13F Cobler Capital Management, LLC 842 477
2025-07-29 13F Kelman-Lazarov, Inc. 4 312 1 230
2025-08-13 13F Tobias Financial Advisors, Inc. 754 215
2025-08-07 13F Evoke Wealth, Llc 1 845 0,00 528 11,18
2025-08-07 13F/A Joseph Group Capital Management 43 12
2025-08-06 13F Nvwm, Llc 8 0,00 2 0,00
2025-08-12 13F Global Retirement Partners, LLC 9 438 −0,67 2 693 5,07
2025-07-28 13F Private Wealth Asset Management, LLC 1 051 0,00 300 10,74
2025-08-11 13F One Capital Management, LLC 18 046 0,56 5 149 11,62
2025-08-01 13F Vision Financial Markets Llc 16 0,00 5 0,00
2025-08-12 13F Waddell & Associates, Llc 747 213
2025-07-24 13F Us Bancorp \de\ 41 184 5,42 11 750 17,02
2025-07-09 13F Byrne Asset Management LLC 712 203 86,24
2025-07-25 13F Gibson Capital, LLC 38 220 −0,25 10 904 10,72
2025-08-11 13F Regal Investment Advisors LLC 1 896 25,15 541 38,82
2025-05-09 13F Westwood Holdings Group Inc 0 −100,00 0 −100,00
2025-08-05 13F Sigma Planning Corp 5 141 −0,50 1 467 10,47
2025-05-15 13F Manufacturers Life Insurance Company, The 0 −100,00 0
2025-08-11 13F Midwest Professional Planners, LTD. 895 0,00 255 10,87
2025-08-07 13F Topel & Distasi Wealth Management, LLC 12 934 −23,44 3 690 −15,02
2025-05-12 13F First Western Trust Bank 0 −100,00 0
2025-08-14 13F Becker Capital Management Inc 2 183 0,00 625 11,23
2025-08-11 13F Rockbridge Investment Management, LCC 1 666 1,65 475 12,83
2025-08-14 13F Sunbelt Securities, Inc. 142 0,00 38 5,56
2025-08-04 13F Partners in Financial Planning 8 863 0,00 2 529 10,97
2025-08-08 13F Bouchey Financial Group Ltd 1 136 0,00 324 11,34
2025-08-11 13F Mosaic Advisors LLC 1 134 324
2025-08-14 13F First Manhattan Co 1 245 −2,43 356 8,87
2025-08-14 13F Stifel Financial Corp 48 966 3,65 13 970 15,06
2025-07-23 13F Intergy Private Wealth, LLC 44 210 6,93 12 613 18,70
2025-07-24 13F Jfs Wealth Advisors, Llc 1 397 −42,20 398 −35,91
2025-08-08 13F Burling Wealth Partners, Llc 2 576 0,00 735 11,03
2025-08-11 13F Principal Securities, Inc. 8 615 25,35 2 458 32,60
2025-07-16 13F Rezny Wealth Management, Inc. 2 035 0,00 581 10,90
2025-08-12 13F Charles Schwab Investment Management Inc 1 943 727 −16,93 554 545 −7,79
2025-08-05 13F Huntington National Bank 1 061 0,00
2025-08-07 13F Cahill Financial Advisors Inc 3 115 6,17 889 17,77
2025-07-25 13F Northwest Capital Management Inc 69 0,00 20 11,76
2025-07-15 13F Mather Group, Llc. 24 447 −2,71 6 975 7,99
2025-08-06 13F Wsfs Capital Management, Llc 1 220 −23,03 348 −14,50
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 432 707 −4,92 123 451 5,54
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 1 024 −4,03 292 6,57
2025-08-14 13F Glenmede Investment Management, LP 16 469 4 699
2025-07-31 13F Wealthfront Advisers Llc 787 211 −3,86 224 591 6,71
2025-08-05 13F Everest Management Corp. 762 217
2025-07-09 13F Dynamic Advisor Solutions LLC 3 564 −0,06 1 017 10,92
2025-07-22 13F Berger Financial Group, Inc 6 227 5,17 1 777 16,77
2025-08-05 13F Fourth Dimension Wealth, LLC 34 0,00 10 12,50
2025-07-10 13F SK Wealth Management, LLC 1 131 0,27 326 22,18
2025-08-11 13F Pineridge Advisors LLC 13 0,00 4 0,00
2025-08-11 13F Atlantic Private Wealth, LLC 64 0,00 18 12,50
2025-05-08 13F Us Financial Advisors, Llc 1 133 22,35 291 16,87
2025-07-18 13F Naples Global Advisors, Llc 61 059 0,46 17 471 11,83
2025-08-07 13F King Luther Capital Management Corp 1 426 10,97
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 6 740 1,58 1 923 12,73
2025-08-06 13F Ethos Financial Group, LLC 2 993 59,88 856 69,84
2025-07-22 13F Journey Beyond Wealth, LLC 3 481 0,00 993 11,07
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 66 003 2,28 18 831 13,53
2025-07-24 13F Financial Connections Group, Inc. 14 166 0,00 4 33,33
2025-07-30 13F Forum Financial Management, LP 5 832 −7,30 1 664 2,84
2025-08-14 13F Lazard Asset Management Llc 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 10 623 −4,13 3 031 6,39
2025-04-09 13F Baker Tilly Financial, Llc 0 −100,00 0
2025-08-13 13F Nicolet Advisory Services, Llc 1 799 7,79 517 28,36
2025-07-31 13F Buckingham Strategic Partners 8 317 28,07 2 373 42,18
2025-07-21 13F New Century Financial Group, LLC 0 −100,00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 49 111 −15,19 14 011 −5,87
2025-08-12 13F Integrated Advisors Network LLC 41 733 1 746,59 11 906 1 952,76
2025-08-14 13F Mairs & Power Inc 817 −0,49 233 10,43
2025-08-12 13F PKS Advisory Services, LLC 2 157 546
2025-04-29 13F Hm Payson & Co 2 186 0,00 562 −4,75
2025-07-14 13F Southland Equity Partners LLC 4 701 −11,69 1 341 −1,97
2025-07-24 13F Bernard Wealth Management Corp. 483 0,00 138 10,48
2025-08-14 13F Hilltop Holdings Inc. 732 209
2025-08-11 13F Root Financial Partners, LLC 1 006 287
2025-08-13 13F Lido Advisors, LLC 4 701 −75,96 1 344 −73,25
2025-07-15 13F Financial Management Professionals, Inc. 75 507 21 606
2025-08-08 13F Truepoint, Inc. 311 394 −0,10 88 841 10,89
2025-08-04 13F Human Investing LLC 19 560 70,77 5 586 89,71
2025-08-12 13F Putnam Fl Investment Management Co 4 426 −0,61 1 263 10,31
2025-07-17 13F Smith, Salley & Associates 762 217
2025-07-18 13F TruNorth Capital Management, LLC 24 0,00 7 0,00
2025-08-13 13F Bare Financial Services, Inc 336 96
2025-08-06 13F Savant Capital, LLC 11 877 9,52 3 388 21,56
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 84 449 3,85 24 093 16,58
2025-07-09 13F Massmutual Trust Co Fsb/adv 1 135 0,00 324 11,00
2025-08-14 13F Creegan & Nassoura Financial Group, LLC 1 000 0,00 285 10,89
2025-07-08 13F Arlington Trust Co LLC 117 0,00 33 10,00
2025-07-29 13F Financial Futures Ltd Liability Co. 1 449 −0,34 413 10,72
2025-07-30 13F Cullen/frost Bankers, Inc. 46 938 −2,18 13 391 8,58
2025-08-05 13F Cherry Tree Wealth Management, LLC 1 792 −2,98 511 7,81
2025-07-14 13F Caitlin John, LLC 12 623 −13,05 3 601 −3,48
2025-08-12 13F Pettyjohn, Wood & White, Inc 2 082 0,00 594 10,84
2025-07-30 13F Arbor Investment Advisors, LLC 939 −17,99 268 −9,18
2025-08-13 13F Nicolet Bankshares Inc 8 132 −4,71 2 320 5,79
2025-07-29 13F Stratos Wealth Partners, LTD. 33 061 −1,90 9 432 8,90
2025-07-22 13F Capital Advisors Inc/ok 1 725 −17,27 492 −8,21
2025-07-17 13F Norris Perne & French Llp/mi 1 048 0,00 299 10,78
2025-08-14 13F Mercer Global Advisors Inc /adv 116 890 −0,39 33 349 10,56
2025-07-11 13F William Howard & Co Financial Advisors Inc 713 203
2025-07-25 13F Advocate Group Llc 60 706 3,30 17 320 14,66
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 1 659 0,00 473 11,03
2025-07-30 13F Fairway Wealth LLC 24 224 −7,31 6 911 2,89
2025-08-06 13F Black Swift Group, LLC 0 −100,00 0
2025-08-13 13F Transce3nd, LLC 131 21,30 37 37,04
2025-08-11 13F Mill Creek Capital Advisors, LLC 1 363 0,00 389 10,86
2025-07-31 13F Sage Mountain Advisors LLC 2 322 0,00 663 11,07
2025-08-06 13F Modera Wealth Management, LLC 24 362 8,34 6 951 20,26
2025-04-28 13F Great Point Wealth Advisors, LLC 7 110 0,00 1 827 −4,69
2025-07-30 13F Studio Investment Management Llc 2 881 9,25 824 21,71
2025-07-30 13F D.a. Davidson & Co. 43 740 −7,81 12 479 2,34
2025-08-05 13F Mason Investment Advisory Services, Inc. 2 235 −11,69 638 −2,00
2025-07-15 13F Revisor Wealth Management LLC 853 0,00 246 12,33
2025-07-28 13F Boston Trust Walden Corp 7 645 0,00 2 181 11,05
2025-07-22 13F Powell Investment Advisors, LLC 227 0,00 65 10,34
2025-08-04 13F Keybank National Association/oh 44 715 0,17 12 757 11,19
2025-08-05 13F Gibraltar Capital Management, Inc. 266 865 556,82 11 832 13,29
2025-08-07 13F Mayport, Llc 29 060 −0,10 8 291 10,87
2025-07-29 13F Beverly Hills Private Wealth, LLC 0 −100,00 0
2025-07-30 13F Berkeley Capital Partners, LLC 3 736 0,00 1 066 10,94
2025-08-13 13F Northwestern Mutual Wealth Management Co 2 776 752 4,25 792 207 15,72
2025-08-01 13F Envestnet Asset Management Inc 1 545 138 14,33 440 820 26,90
2025-08-04 13F BLB&B Advisors, LLC 15 000 −4,92 4 279 5,55
2025-08-12 13F Pathstone Holdings, LLC 800 963 −1,35 228 534 9,46
2025-07-17 13F Mustard Seed Financial, LLC 5 950 0,07 1 698 11,06
2025-07-18 13F Consolidated Portfolio Review Corp 3 596 −4,69 1 026 5,78
2025-08-06 13F Commonwealth Equity Services, Llc 395 745 −0,08 113 10,89
2025-08-19 13F Asset Dedication, LLC 1 097 −30,39 313 −22,72
2025-07-15 13F Bay Capital Advisors, LLC 2 563 3,35 731 14,76
2025-07-31 13F Brighton Jones Llc 40 269 0,28 11 489 11,31
2025-08-12 13F Lodestone Wealth Management LLC 4 794 0,00 1 368 10,96
2025-08-14 13F Marquette Associates, Inc. 4 166 8,89 1 189 20,85
2025-07-11 13F Capital Advantage, Inc. 1 022 −1,45 292 4,30
2025-07-23 13F Axos Invest Inc. 754 −8,16 215 1,90
2025-07-09 13F Riversedge Advisors, Llc 217 692 94,92 62 108 116,36
2025-08-12 13F Financial Advocates Investment Management 1 528 436
2025-08-13 13F Sonoma Private Wealth LLC 828 0,00 236 11,32
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 93 0,00 27 13,04
2025-08-01 13F Biltmore Family Office, LLC 50 147 −3,72 14 349 7,19
2025-05-15 13F Tudor Investment Corp Et Al 0 −100,00 0 −100,00
2025-07-25 13F SPC Financial, Inc. 67 835 687,50 19 353 774,12
2025-07-28 13F Founders Grove Wealth Partners, Llc 48 449 16,37 13 822 29,18
2025-08-14 13F Balanced Rock Investment Advisor 8 033 28,59 2 292 42,74
2025-07-15 13F Garrett Investment Advisors LLC 2 441 −2,28 696 8,41
2025-08-08 13F United Asset Strategies, Inc. 2 350 −0,17 670 10,93
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-14 13F Quantinno Capital Management LP 51 574 82,94 14 714 103,06
2025-07-31 13F Leavell Investment Management, Inc. 104 807 −2,04 29 990 9,06
2025-08-13 13F Capital International Investors 723 −37,67 206 −30,74
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 20 149 72,26 5 749 91,22
2025-08-08 13F Empower Advisory Group, LLC 5 257 −23,53 1 500 −15,17
2025-07-08 13F Parisi Gray Wealth Management 734 210
2025-08-14 13F Modern Wealth Management, LLC 51 216 −44,12 14 612 −37,97
2025-07-31 13F Jackson Hole Capital Partners, LLC 164 0,00 47 9,52
2025-07-09 13F Sapient Capital Llc 11 758 15,16 3 365 28,20
2025-07-10 13F Anderson Hoagland & Co 2 584 0,00 737 25,13
2025-07-23 13F Country Club Bank /gfn 14 326 4,25 4 077 16,13
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 39 247 0,27 11 197 11,30
2025-08-04 13F Noesis Capital Mangement Corp 1 070 0,00 305 10,91
2025-08-25 13F Silverlake Wealth Management Llc 4 319 −7,50 1 232 2,75
2025-07-08 13F Braun-Bostich & Associates Inc. 2 360 0,00 673 11,06
2025-08-11 13F MainStreet Investment Advisors LLC 1 135 0,00 324 11,00
2025-07-14 13F Strategic Planning, Inc. 1 062 273
2025-08-05 13F Beckerman Institutional, LLC 1 957 0,00 1
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 24 798 −12,28 7 130 −1,89
2025-07-16 13F Essex Financial Services, Inc. 3 193 −1,48 911 9,38
2025-08-12 13F Fortis Capital Management LLC 4 098 −1,89 1 169 8,95
2025-08-14 13F Financial Advisors Network, Inc. 720 205
2025-07-28 13F Cypress Wealth Services, LLC 5 981 −12,16 1 706 −2,51
2025-08-14 13F Staley Capital Advisers Inc 6 506 −0,76 1 856 10,15
2025-07-25 13F Hazlett, Burt & Watson, Inc. 628 −8,45 0
2025-08-11 13F PFG Private Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Avid Wealth Partners LLC 0 −100,00 0
2025-07-29 13F Empirical Asset Management, LLC 5 485 0,00 1 565 11,00
2025-08-29 13F Total Investment Management Inc 52 545 −1,29 14 991 9,58
2025-07-22 13F Red Door Wealth Management, LLC 3 051 −4,83 870 5,71
2025-08-11 13F Brown Brothers Harriman & Co 9 889 74,19 2 821 93,35
2025-07-15 13F Gpwm Llc 61 410 1,53 17 520 12,71
2025-07-16 13F Maridea Wealth Management LLC 4 495 31,47 1 282 46,01
2025-07-22 13F Clarius Group, LLC 23 071 13,94 6 582 26,48
2025-07-29 13F BKM Wealth Management, LLC 1 185 0,00 338 11,18
2025-08-15 13F High Falls Advisors, Inc 1 101 314
2025-08-18 13F Front Row Advisors LLC 712 0,00 204 10,93
2025-07-09 13F Keystone Wealth Services, LLC 2 411 0,00 688 10,99
2025-07-29 13F Liberty Square Wealth Partners Llc 3 516 0,00 1 003 11,07
2025-08-14 13F RMB Capital Management, LLC 788 −42,48 226 −36,08
2025-07-29 13F APCM Wealth Management for Individuals 1 074 306
2025-07-29 13F Creekside Partners 1 194 0,00 341 11,11
2025-08-15 13F Captrust Financial Advisors 246 168 0,00 70 231 11,00
2025-08-04 13F Arkadios Wealth Advisors 4 492 19,79 1 282 33,02
2025-08-08 13F TD Capital Management LLC 88 836 −0,66 25 345 10,26
2025-07-17 13F Keystone Global Partners, LLC 0 −100,00 0
2025-08-13 13F Advocacy Wealth Management Services, LLC 5 265 −49,64 1 502 −44,08
2025-05-12 13F Sandy Spring Bank 2 199 0,18 565 −4,56
2025-08-08 13F Sittner & Nelson, Llc 51 0,00 15 7,69
2025-07-22 13F Red Tortoise LLC 141 0,00 40 11,11
2025-08-12 13F Cornerstone Wealth Management, LLC 0 −100,00 0
2025-07-23 13F Ironwood Financial, llc 22 522 0,00 5 789 0,00
2025-08-07 13F Bearing Point Capital, Llc 5 392 −1,43 1 538 9,47
2025-07-30 13F Chokshi & Queen Wealth Advisors, Inc 1 954 0,00 557 10,96
2025-07-17 13F Chatham Capital Group, Inc. 54 786 1,12 15 630 12,24
2025-08-14 13F Herold Advisors, Inc. 0 −100,00 0
2025-08-07 13F Prime Buchholz LLC 44 497 0,00 12 695 10,99
2025-08-08 13F WASHINGTON TRUST Co 16 025 −0,34 4 572 10,60
2025-07-15 13F MCF Advisors LLC 12 3
2025-09-12 13F/A Valeo Financial Advisors, LLC 27 595 1 049,31 7 873 1 175,85
2025-07-24 13F IFP Advisors, Inc 453 0,00 129 11,21
2025-08-11 13F Brass Tax Wealth Management, Inc 896 0,00 256 10,87
2025-08-13 13F Level Four Advisory Services, Llc 745 213
2025-07-11 13F Physician Wealth Solutions Inc. 1 015 0,00 290 11,15
2025-08-14 13F Main Street Financial Solutions, LLC 959 −17,26 274 −8,08
2025-07-16 13F True North Advisors, LLC 3 729 0,00 1 064 10,96
2025-07-11 13F Caldwell Securities, Inc 887 0,00 253 11,45
2025-07-16 13F ORG Partners LLC 199 0,00 57 9,80
2025-08-01 13F GoalVest Advisory LLC 652 0,00 186 11,38
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 130 0,00 37 12,12
2025-08-14 13F Royal Bank Of Canada 789 095 0,93 225 129 12,03
2025-05-15 13F Glenmede Trust Co Na 17 184 1,03 4 417 −3,73
2025-08-14 13F Gotham Asset Management, LLC 35 192 307,08 10 040 351,85
2025-04-15 13F Noble Wealth Management PBC 9 0,00 2 0,00
2025-07-14 13F Narus Financial Partners, LLC 750 214
2025-07-29 13F Barlow Wealth Partners, Inc. 1 220 0,00 349 12,94
2025-08-19 13F Advisory Services Network, LLC 6 392 3,70 1 867 17,80
2025-08-08 13F Creative Planning 12 591 614 −0,68 3 592 387 10,24
2025-08-14 13F FC Advisory LLC 15 473 −6,78 4 414 3,47
2025-05-12 13F Richard W. Paul & Associates, LLC 0 −100,00 0
2025-08-13 13F Daner Wealth Management, LLC 43 470 −17,42 12 906 −12,06
2025-08-14 13F Financial Advisory Service, Inc. 5 434 20,17 1 550 33,39
2025-07-25 13F Concurrent Investment Advisors, LLC 8 532 20,87 2 434 34,18
2025-07-22 13F Miracle Mile Advisors, LLC 2 937 838
2025-08-12 13F Blueprint Financial Advisors LLC 61 515 17 550
2025-08-12 13F Amtrust Financial Services, Inc. 45 800 0,00 13 067 11,00
2025-08-06 13F Wedbush Securities Inc 5 533 14,98 2 0,00
2025-07-17 13F XY Planning Network, Inc. 2 469 124,25 704 149,65
2025-08-12 13F one8zero8, LLC 432 0,00 123 10,81
2025-07-28 13F Fairman Group, LLC 6 541 20,62 1 872 25,23
2025-08-05 13F Tiaa Trust, National Association 1 123 039 4,42 320 403 15,91
2025-08-05 13F Bank of New York Mellon Corp 61 895 −0,81 17 659 10,10
2025-07-31 13F CNB Bank 820 0,00 234 10,95
2025-08-14 13F AllSquare Wealth Management LLC 77 0,00 22 10,53
2025-07-08 13F Juncture Wealth Strategies, Llc 238 093 1,08 67 928 12,19
2025-08-13 13F Safe Harbor Fiduciary, LLC 1 −99,94 0 −100,00
2025-07-10 13F Sunflower Bank, N.A. 209 344 10,44 59 726 22,59
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 103 113 0,00 29 418 11,00
2025-08-07 13F Delta Financial Advisors Llc 1 788 0,00 510 11,11
2025-08-06 13F Atlantic Union Bankshares Corp 3 091 246,52 882 284,72
2025-08-12 13F Founders Financial Alliance, LLC 340 −2,58 97 8,99
2025-08-13 13F Investment Counsel Co Of Nevada 5 150 0,00 1 469 11,04
2025-07-17 13F SC&H Financial Advisors, Inc. 44 691 −0,46 12 750 10,49
2025-07-14 13F Foster Group, Inc. 1 930 551
2025-09-03 13F American Trust 1 392 0,00 397 11,20
2025-08-12 13F Tumwater Wealth Management, LLC 16 510 0,00 4 710 11,01
2025-08-15 13F Lantern Wealth Advisors, LLC 0 −100,00 0
2025-08-07 13F Summit X, LLC 1 421 0,00 405 10,96
2025-05-13 13F Shorepoint Capital Partners LLC 1 271 1,19 327 −3,55
2025-07-16 13F Kennicott Capital Management Llc 71 211 3,78 20 317 15,20
2025-07-22 13F Wealthcare Advisory Partners LLC 3 728 1,44 1 063 12,61
2025-08-11 13F Wescott Financial Advisory Group, LLC 5 350 58,00 1 526 75,40
2025-09-04 13F/A Advisor Group Holdings, Inc. 193 838 −10,29 55 259 −0,52
2025-07-29 13F Balboa Wealth Partners 2 937 838
2025-08-01 13F Solstein Capital, LLC 665 0,00 190 11,18
2025-07-21 13F Ameritas Advisory Services, LLC 25 858 255,39 7 377 283,82
2025-08-11 13F Blue Bell Private Wealth Management, Llc 271 −3,90 77 6,94
2025-08-06 13F Rialto Wealth Management, LLC 1 421 0,00 405 10,96
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-08-13 13F Bernardo Wealth Planning LLC 2 160 0,00 1
2025-08-14 13F Operose Advisors LLC 17 0,00 5 0,00
2025-08-11 13F Vanguard Group Inc 3 594 803 3,30 1 025 597 14,66
2025-07-31 13F Whipplewood Advisors, LLC 53 −81,97 15 −21,05
2025-07-17 13F Heritage Investment Group, Inc. 787 0,00 225 10,89
2025-08-08 13F Smithfield Trust Co 45 338 32,64 13 50,00
2025-08-08 13F SBI Securities Co., Ltd. 964 0,00 275 11,34
2025-07-21 13F Ascent Group, LLC 1 378 −12,12 393 −2,48
2025-07-30 13F Brookstone Capital Management 2 408 −4,14 687 6,51
2025-07-15 13F RTD Financial Advisors, Inc. 6 642 5,56 1 895 17,13
2025-07-15 13F James J. Burns & Company, LLC 518 733 −2,04 147 994 8,73
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 6 861 0,00 1 958 11,00
2025-07-14 13F GAMMA Investing LLC 459 0,00 131 11,11
2025-07-18 13F Bartlett & Co. Wealth Management Llc 9 154 0,62 2 619 12,02
2025-08-15 13F Resources Management Corp /ct/ /adv 210 0,00 0
2025-08-14 13F Sterling Wealth Management, Inc. 849 0,12 242 6,14
2025-08-04 13F Pinnacle Associates Ltd 72 719 0,29 20 747 11,32
2025-08-14 13F Headinvest, Llc 46 663 1,59 13 313 12,76
2025-07-24 13F Leo Wealth, LLC 6 155 1 756
2025-07-25 13F Apollon Financial, LLC 2 563 0,00 731 11,09
2025-07-25 13F Cwm, Llc 6 032 −5,88 2 0,00
2025-05-13 13F CacheTech Inc. 76 277 30,93 19 390 23,40
2025-08-07 13F Fountainhead AM, LLC 136 985 −7,95 39 082 2,18
2025-08-14 13F Arete Wealth Advisors, LLC 1 571 1,42 0
2025-07-25 13F Franklin, Parlapiano, Turner & Welch, LLC 8 770 0,00 2 502 11,00
2025-07-31 13F Opus Capital Group, LLC 2 858 0,00 1
2025-08-08 13F Advisors Capital Management, LLC 3 854 5,16 1 100 16,67
2025-08-13 13F Colonial Trust Co / SC 484 0,00 138 11,29
2025-07-30 13F Pacific Sun Financial Corp 860 0,00 245 10,86
2025-08-13 13F Keystone Financial Group 3 162 33,31 902 48,11
2025-07-28 13F Mutual Advisors, LLC 3 631 130,10 1 067 166,75
2025-07-17 13F Clean Yield Group 0 −100,00 0
2025-08-07 13F Alpha Cubed Investments, LLC 1 337 −31,12 382 −23,49
2025-08-04 13F Daymark Wealth Partners, Llc 5 783 −20,91 1 650 −12,24
2025-08-14 13F Redwood Financial Network Corp 1 889 −9,79 539 0,00
2025-08-13 13F M&t Bank Corp 8 590 −3,01 2 451 7,64
2025-08-14 13F Ariadne Wealth Management, LP 2 158 0,00 642 14,44
2025-07-24 13F Shayne & Co., Llc 874 −15,47 249 −6,04
2025-07-24 13F McKinley Carter Wealth Services, Inc. 779 −0,76 222 10,45
2025-08-14 13F Cardiff Park Advisors, Llc 10 310 0,20 2 941 11,23
2025-07-14 13F MY Wealth Management Inc. 1 191 −6,37 340 1,50
2025-08-14 13F Ieq Capital, Llc 160 826 −2,46 45 884 8,27
2025-07-14 13F Cathy Pareto & Associates, Inc 2 258 −0,53 644 10,46
2025-08-12 13F Zacks Investment Management 1 132 0,00 323 11,00
2025-07-15 13F Maseco Llp 4 889 1 395
2025-08-14 13F Sei Investments Co 6 452 10,59 1 841 22,75
2025-07-29 13F SilverOak Wealth Management LLC 842 0,00 240 11,11
2025-08-07 13F Prudent Man Investment Management, Inc. 28 0,00 8 0,00
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Core ETF 791 16,67 202 6,91
2025-07-29 13F Interactive Financial Advisors 15 495 −5,14 4 421 5,29
2025-07-29 13F Rodgers & Associates, LTD 4 237 0,00 1 209 10,93
2025-07-31 13F Orion Capital Management LLC 182 0,00 52 10,87
2025-08-07 13F Commerce Bank 22 890 −2,14 6 531 8,63
2025-07-31 13F Washington Trust Advisors, Inc. 0 −100,00 0
2025-08-04 13F WNY Asset Management, LLC 1 020 0,00 291 11,07
2025-08-14 13F Glenview Trust Co 26 574 0,85 7 582 11,95
2025-07-09 13F Pallas Capital Advisors LLC 6 848 −18,01 1 954 −8,99
2025-07-24 13F Blair William & Co/il 5 165 14,47 1 473 27,09
2025-08-11 13F Pinnacle Financial Group, LLC / IL 10 023 −0,13 2 861 10,90
2025-08-14 13F UBS Group AG 2 257 123 1,45 643 957 12,61
2025-07-22 13F My Personal CFO, LLC 1 391 0,00 397 10,92
2025-07-17 13F Astoria Strategic Wealth, Inc. 2 969 847
2025-08-06 13F Texas Yale Capital Corp. 25 748 0,00 7 346 10,99
2025-08-06 13F Walkner Condon Financial Advisors LLC 2 982 −0,03 851 10,97
2025-08-01 13F Motco 440 0,00 129 13,27
2025-07-22 13F Highland Capital Management, Llc 1 576 0,00 450 10,86
2025-07-22 13F Merit Financial Group, LLC 26 489 −2,24 7 557 8,52
2025-07-21 13F Atwater Malick LLC 3 154 −0,03 900 10,99
2025-08-19 13F Cape Investment Advisory, Inc. 2 0,00 1
2025-08-04 13F Spire Wealth Management 3 378 −7,04 964 3,10
2025-07-22 13F Oak Hill Wealth Advisors, Llc 96 550 −2,00 27 634 9,13
2025-07-22 13F Financial Insights, Inc. 12 626 0,00 3 602 11,00
2025-08-12 13F Martin Worley Group 1 148 7,19 328 18,91
2025-07-16 13F Sylvest Advisors, LLC 710 203
2025-07-29 13F Primoris Wealth Advisors, Llc 3 153 0,00 900 10,99
2025-07-11 13F LongView Wealth Management 1 921 −26,90 548 −18,81
2025-08-11 13F United Capital Financial Advisers, Llc 56 867 −1,74 16 224 9,07
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 298 605 1,32 85 197 12,47
2025-05-13 13F Watts Gwilliam & Co., LLC 1 559 0,00 401 −5,21
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 −100,00 0
2025-07-25 13F Evolution Advisers, Inc. 1 812 0,00 1
2025-07-22 13F DAVENPORT & Co LLC 7 399 1,62 2 111 12,77
2025-07-31 13F Northstar Asset Management Llc 10 410 −9,56 2 970 0,37
2025-07-21 13F Qrg Capital Management, Inc. 162 951 4,31 46 490 15,78
2025-08-14 13F Ausdal Financial Partners, Inc. 15 779 −3,47 4 502 7,14
2025-08-04 13F Ledyard National Bank 37 997 −3,23 10 841 7,41
2025-08-13 13F Colonial Trust Advisors 294 −50,34 84 −45,39
2025-07-30 13F Strategic Blueprint, LLC 1 943 14,23 554 26,77
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