VWO - Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
US ˙ ARCA ˙ US9220428588

Grundläggande statistik
Institutionella ägare 2367 total, 2362 long only, 0 short only, 5 long/short - change of 1,37% MRQ
Genomsnittlig portföljallokering 0.9387 % - change of 1,96% MRQ
Institutionella aktier (lång) 1 366 354 569 (ex 13D/G) - change of 25,91MM shares 1,93% MRQ
Institutionellt värde (lång) $ 61 856 870 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF (US:VWO) har 2367 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 1,366,354,569 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Vanguard Group Inc, Northwestern Mutual Wealth Management Co, Betterment LLC, Morgan Stanley, Wealthfront Advisers Llc, Northern Trust Corp, Envestnet Asset Management Inc, Wells Fargo & Company/mn, and Wit, Llc .

Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF (ARCA:VWO) 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 17, 2025 is 54,52 / share. Previously, on September 18, 2024, the share price was 44,52 / share. This represents an increase of 22,46% over that period.

VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets 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.

VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets 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
(%)
2025-07-22 13F Red Tortoise LLC 35 339 −31,06 1 748 −24,70
2025-07-03 13F Fiduciary Financial Group, Llc 29 224 2,32 1 451 21,22
2025-08-05 13F Marshall Financial Group Inc /adv 13 592 −6,15 672 2,60
2025-08-05 13F AAFCPAs Wealth Management, LLC 5 332 −6,06 264 2,73
2025-08-08 13F Wealth Alliance 4 185 207
2025-03-21 13F Prostatis Group LLC 0 −100,00 0 −100,00
2025-04-25 13F Kieckhefer Group Llc 0 −100,00 0
2025-07-25 13F NorthRock Partners, LLC 38 350 −1,84 1 895 7,13
2025-08-07 13F Davis R M Inc 100 808 −18,12 4 986 −10,53
2025-08-13 13F Congress Wealth Management LLC / DE / 448 601 6,28 22 188 16,13
2025-08-14 13F Vista Investment Management 55 175 −7,19 2 729 1,41
2025-08-20 13F Tull Financial Group, Inc. 95 551 9,22 4 726 19,35
2025-08-12 13F Atlas Capital Advisors Llc 83 230 −13,71 4 117 −5,70
2025-07-29 13F Portland Financial Advisors Inc 9 399 1,13 465 10,48
2025-08-01 13F Clark Asset Management, LLC 805 610 9,41 39 845 19,56
2025-07-16 13F Instrumental Wealth, Llc 4 686 −4,39 234 6,85
2025-07-25 13F Pandora Wealth, Inc. 3 696 0,00 183 8,98
2025-08-14 13F CoreCap Advisors, LLC 179 803 2,23 8 893 11,72
2025-07-28 13F Omnia Family Wealth, LLC 7 049 −15,52 349 −7,69
2025-07-23 13F Indiana Trust & Investment Management CO 10 204 −0,79 505 8,39
2025-07-23 13F Financial Life Advisors 61 562 443,74 3 045 494,53
2025-08-12 13F Tarbox Family Office, Inc. 282 212 0,43 13 958 9,75
2025-04-23 13F Sabal Trust CO 40 184 0,00 1 819 2,77
2025-07-15 13F Optima Capital Llc 10 530 11,71 521 22,07
2025-08-26 NP Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares 165 440 −0,86 8 183 8,34
2025-08-07 13F Kestra Private Wealth Services, Llc 286 766 19,13 14 183 30,18
2025-07-10 13F Triangle Securities Wealth Management 101 093 −0,07 5 000 9,22
2025-07-15 13F McAdam, LLC 90 542 −4,00 4 478 4,92
2025-08-15 13F Security National Bank Of Sioux City Iowa /ia/ 5 496 −0,79 272 8,40
2025-08-07 13F Zions Bancorporation, National Association /ut/ 1 128 365 3 104,22 55 809 3 403,33
2025-07-29 NP JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 121 164 −1,00 5 695 4,02
2025-08-14 13F Wellington Management Group Llp 23 012 −7,90 1 138 0,71
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-25 13F Presilium Private Wealth, Llc 652 895 2,75 32 292 12,29
2025-07-31 13F Perissos Private Wealth Management, LLC 75 768 3 747
2025-08-01 13F Auto-Owners Insurance Co 1 310 716 46,17 64 828 −12,55
2025-08-06 13F Walkner Condon Financial Advisors LLC 113 707 3,56 5 624 13,16
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 112 776 0,96 5 578 10,33
2025-07-29 13F Arista Wealth Management, LLC 10 031 −11,78 496 −3,50
2025-07-28 13F Sagace Wealth Management LLC 43 562 −2,34 2 155 6,74
2025-08-20 13F Monarch Capital Management Inc/ 55 171 −0,67 2 729 8,56
2025-07-22 13F Valley National Advisers Inc 1 973 92,68 0
2025-07-23 13F Clear Creek Financial Management, LLC 5 583 −30,53 276 −23,97
2025-08-05 13F Ceera Investments, Llc 9 280 459
2025-07-29 13F Orin Green Financial, LLC 104 704 −6,40 5 179 6,78
2025-08-13 13F Bare Financial Services, Inc 149 0,00 7 16,67
2025-08-04 13F Linscomb & Williams, Inc. 66 215 −3,69 3 275 5,24
2025-08-14 13F Broadleaf Partners, LLC 6 472 −16,14 320 −8,31
2025-07-24 13F JNBA Financial Advisors 316 007 3,79 15 630 13,43
2025-08-14 13F Ieq Capital, Llc 59 875 −24,96 2 961 −18,00
2025-07-30 13F Birch Hill Investment Advisors LLC 122 050 0,39 6 037 9,71
2025-08-12 13F Athena Investment Management 4 669 2,62 231 12,20
2025-08-14 13F Monograph Wealth Advisors, Llc 14 680 50,06 726 64,25
2025-07-28 13F Essex LLC 18 886 20,48 934 31,73
2025-08-04 13F Center for Financial Planning, Inc. 564 719 0,61 27 931 9,95
2025-08-11 13F Greykasell Wealth Strategies, Inc. 43 167 12,23 2 135 22,70
2025-08-14 13F State Street Corp 0 −100,00 0
2025-07-30 13F Pittenger & Anderson Inc 1 500 0,00 74 10,45
2025-07-25 13F Fifth Third Wealth Advisors LLC 179 429 53,68 8 875 67,94
2025-08-12 13F Bahl & Gaynor Inc 32 124 −9,55 1 589 −1,18
2025-04-22 13F Jmac Enterprises Llc 0 −100,00 0
2025-07-31 13F Carrera Capital Advisors 13 027 −18,00 644 −10,43
2025-08-13 13F Keystone Financial Group 12 130 0,00 600 9,31
2025-04-29 13F Pacific Point Advisors, LLC 0 −100,00 0
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 47 6,82 2 100,00
2025-07-17 13F Janney Capital Management LLC 204 689 −1,59 10 11,11
2025-08-01 13F Redmond Asset Management, LLC 5 153 −0,06 255 9,01
2025-07-15 13F Patriot Investment Management Inc. 894 697 1,05 44 252 10,43
2025-07-22 13F Wealthcare Capital Management Llc 10 488 519
2025-07-28 13F Deroy & Devereaux Private Investment Counsel Inc 4 300 −8,22 0
2025-08-06 13F Washington Trust Bank 19 900 −21,19 984 −13,84
2025-08-13 13F Allie Family Office LLC 52 478 5,87 2 596 15,69
2025-07-28 13F Sagespring Wealth Partners, Llc 4 741 −44,97 234 −39,85
2025-08-06 13F Smh Capital Advisors Inc 7 736 0,06 383 9,46
2025-07-22 13F Marks Group Wealth Management, Inc 23 559 −35,20 1 165 −29,18
2025-07-30 13F Fiduciary Planning LLC 4 481 −9,13 222 −0,90
2025-08-04 13F Integrity Alliance, Llc. 6 493 23,04 321 34,87
2025-08-14 13F Evergreen Capital Management Llc 29 410 −1,10 1 455 8,10
2025-08-04 13F REDW Wealth LLC 95 482 −2,66 4 723 6,38
2025-08-06 13F O'Dell Group, LLC 368 604 −5,21 18 231 3,59
2025-07-18 13F Institute for Wealth Management, LLC. 58 905 −1,16 2 913 8,01
2025-08-05 13F GHP Investment Advisors, Inc. 945 0,00 47 9,52
2025-07-10 13F Moody National Bank Trust Division 348 337 13,65 17 229 24,19
2025-07-15 13F Pine Haven Investment Counsel, Inc 4 609 0,00 228 9,13
2025-08-01 13F Liberty Wealth Management Llc 14 025 −3,12 689 5,35
2025-04-14 13F Clean Yield Group 0 −100,00 0
2025-08-12 13F Bokf, Na 3 768 561 20,93 186 393 32,15
2025-07-29 13F Mutual Of America Capital Management Llc 598 543 0,00 29 604 9,28
2025-08-14 13F Fort Point Capital Partners LLC 166 120 −1,37 8 216 7,78
2025-07-11 13F Westfuller Advisors, LLC 4 693 0,30 232 9,95
2025-07-30 13F Canvas Wealth Advisors, LLC 4 951 250
2025-08-01 13F Strategic Financial Services, Inc, 11 950 0,00 591 9,44
2025-09-12 13F/A Valeo Financial Advisors, LLC 665 236 2,08 32 903 11,55
2025-07-10 13F Exchange Traded Concepts, Llc 156 263 1 112,09 7 729 1 225,56
2025-07-25 13F Pathway Financial Advisors LLC 32 481 7,79 1 607 17,83
2025-08-15 13F Keel Point, LLC 24 233 −3,16 1 199 5,83
2025-08-04 13F Spinnaker Trust 14 378 38,90 711 51,92
2025-08-11 13F Summit Wealth Partners, LLC 48 007 −4,38 2 374 4,49
2025-08-13 13F Kilter Group LLC 822 41
2025-08-08 13F Stephenson & Company, Inc. 112 340 3,02 5 556 12,58
2025-07-01 13F Park National Corp /oh/ 18 737 −10,99 927 −2,73
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 5 144 239 −10,75 254 434 −2,47
2025-07-23 NP IRSQX - Voya Target Retirement 2050 Fund Class I 72 668 −2,47 3 415 2,49
2025-07-15 13F Td Private Client Wealth Llc 85 567 −0,45 4 232 8,79
2025-07-16 13F Congress Asset Management Co /ma 68 782 −2,62 3 402 6,41
2025-04-29 13F Pacific Life Fund Advisors LLC 0 −100,00 0
2025-07-29 13F Lutz Financial Services LLC 80 047 −0,03 3 959 9,24
2025-07-21 13F Trellis Wealth Advisors LLC 4 600 0,00 228 9,13
2025-08-14 13F Clarity Asset Management, Inc. 570 28
2025-08-11 13F Battery Global Advisors, LLC 215 165 −6,95 10 642 1,68
2025-08-04 13F HBK Sorce Advisory LLC 40 898 5,22 2 023 14,95
2025-08-14 13F Select Asset Management & Trust 18 027 1
2025-07-14 13F Seed Wealth Management, Inc. 5 550 0,00 275 9,16
2025-08-15 13F/A Rakuten Securities, Inc. 531 50,42 26 73,33
2025-07-15 13F Evanson Asset Management, LLC 49 784 2,60 2 462 12,11
2025-07-17 13F Charles Schwab Trust Co 182 524 6,27 9 028 16,13
2025-08-01 13F Ashton Thomas Private Wealth, LLC 142 610 4,14 7 054 13,79
2025-08-08 13F Sensible Financial Planning & Management, LLC. 61 001 −7,01 3 017 1,62
2025-07-23 13F Integris Wealth Management, LLC 7 573 −2,46 375 6,55
2025-08-05 13F Tme Financial, Inc. 159 049 9,15 7 867 19,27
2025-07-22 13F Net Worth Advisory Group 15 238 18,36 754 29,38
2025-05-06 13F Poplar Forest Capital LLC 7 589 343
2025-08-05 13F Alexander Randolph Advisory Inc 5 583 0,00 276 9,52
2025-08-08 13F Capstone Financial Advisors, Inc. 4 518 223
2025-08-12 13F Harbor Advisory Corp /ma/ 235 870 −0,03 11 666 9,24
2025-08-11 13F Covestor Ltd 36 877 29,20 2 0,00
2025-07-30 13F Principle Wealth Partners Llc 0 −100,00 0
2025-08-12 13F Hikari Tsushin, Inc. 15 745 0,00 779 9,27
2025-07-16 13F Evergreen Private Wealth LLC 5 719 −5,58 283 2,92
2025-08-07 13F BOK Financial Private Wealth, Inc. 92 159 −20,58 4 558 −13,21
2025-07-24 13F Lmcg Investments, Llc 67 695 1,90 3 348 11,38
2025-07-02 13F Dentgroup LLC 17 761 −10,23 878 −1,90
2025-08-12 13F Fca Corp /tx 29 336 2,87 1 451 12,40
2025-08-15 13F Synergy Financial Group, LTD 29 209 −0,73 1 445 8,49
2025-07-30 13F SkyOak Wealth, LLC 115 407 3,17 5 708 12,76
2025-08-11 13F Long Road Investment Counsel, LLC 18 980 −0,52 939 8,69
2025-08-14 13F Goldman Sachs Group Inc 14 613 631 −11,84 722 790 −3,66
2025-07-17 13F Coastline Trust Co 49 349 7,92 2 441 17,93
2025-07-25 13F Concord Wealth Partners 2 763 0,07 137 9,68
2025-07-03 13F City Center Advisors, LLC 11 249 −1,96 556 7,13
2025-07-31 13F Red Wave Investments LLC 53 924 −0,75 2 667 8,46
2025-07-16 13F Patton Fund Management, Inc. 369 043 −1,43 18 253 7,71
2025-07-29 13F BKD Wealth Advisors, LLC 185 803 −3,30 9 190 5,67
2025-08-14 13F Headlands Technologies LLC 17 839 882
2025-06-30 NP VMMSX - Vanguard Emerging Markets Select Stock Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29 358 −22,86 1 328 −25,06
2025-08-05 13F Benningfield Financial Advisors, Llc 5 851 −16,51 289 −8,83
2025-07-22 13F Ellenbecker Investment Group 447 742 10,60 22 145 20,86
2025-07-07 13F Retirement Wealth Solutions LLC 122 616 −1,13 6 065 8,03
2025-08-13 13F Providence Capital Advisors, LLC 61 3
2025-08-12 13F Deutsche Bank Ag\ 406 384 138,88 20 100 161,06
2025-08-28 NP DGIBX - DGI Balanced Fund Class P 201 000 0,00 9 941 9,28
2025-07-08 13F Advance Capital Management, Inc. 5 308 16,84 263 27,80
2025-07-14 13F AdvisorNet Financial, Inc 353 944 3,19 17 506 12,77
2025-08-13 13F Parkworth Wealth Management, Inc. 13 359 5,09 661 14,78
2025-08-13 13F Certior Financial Group, Llc 34 281 12,06 1 696 22,47
2025-07-21 13F Hilltop National Bank 116 448 38,48 5 760 55,52
2025-07-23 NP IRSMX - Voya Target Retirement 2030 Fund Class I 87 414 −2,64 4 108 2,29
2025-07-30 13F Klingenstein Fields & Co Lp 8 601 1,21 425 10,68
2025-07-30 13F Avidian Wealth Solutions, LLC 93 158 −5,32 4 608 3,46
2025-07-24 13F Costello Asset Management, INC 101 0,00 5 0,00
2025-07-23 NP IRSVX - Voya Target Retirement 2055 Fund Class I 98 241 −3,33 4 617 1,58
2025-07-15 13F Jeppson Wealth Management, Llc 7 495 −1,25 371 7,87
2025-08-06 13F Regimen Wealth, Llc 204 282 10 104
2025-07-14 13F Matrix Trust Co 782 342 1,36 39 11,76
2025-07-31 13F Nisa Investment Advisors, Llc 387 500 0,00 19 166 9,28
2025-08-14 13F Mml Investors Services, Llc 2 788 923 6,45 138 16,10
2025-08-14 13F Df Dent & Co Inc 19 531 0,77 966 10,15
2025-08-14 13F Obsido Oy 161 334 1,66 7 980 11,10
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 47 800 723,85 2 364 834,39
2025-08-13 13F Summit Financial, LLC 343 821 14,28 17 005 24,89
2025-07-31 13F/A Interchange Capital Partners, LLC 23 198 −4,91 1 147 3,89
2025-07-24 13F Villere St Denis J & Co Llc 5 153 0,00 255 9,01
2025-08-18 13F N.E.W. Advisory Services LLC 30 411 −0,42 1 504 8,83
2025-08-13 13F PACK Private Wealth, LLC 489 832 9,70 24 227 19,89
2025-07-23 13F Gainplan LLC 29 683 −49,04 1 468 −44,31
2025-07-16 13F LS Investment Advisors, LLC 0 −100,00 0
2025-07-18 13F Victrix Investment Advisors 60 112 4,06 2 973 19,16
2025-07-02 13F Boston Standard Wealth Management, LLC 395 006 7,71 19 537 21,74
2025-07-31 13F Moser Wealth Advisors, LLC 24 221 −0,05 1 198 9,22
2025-07-11 13F Lincoln Capital LLC 11 573 2,62 572 15,32
2025-08-11 13F Foundation Wealth Management, LLC\PA 55 500 −3,62 2 745 5,33
2025-08-12 13F Heritage Trust Co 135 580 −0,25 6 706 9,01
2025-07-18 13F GEN Financial Management, INC. 13 740 −0,24 680 8,99
2025-08-14 13F Summit Trail Advisors, Llc 1 523 830 75 369
2025-08-07 13F Meeder Advisory Services, Inc. 314 314 −4,47 15 546 4,39
2025-07-16 13F Motive Wealth Advisors 124 879 19,88 6 177 31,01
2025-07-23 NP IRSOX - Voya Target Retirement 2040 Fund Class I 63 067 −3,26 2 964 1,65
2025-08-08 13F Ironwood Investment Counsel, LLC 15 877 −0,96 785 8,28
2025-08-26 NP ISWAX - Voya Solution Income Portfolio Class ADV 30 425 −5,66 1 505 3,08
2025-08-05 13F Integrity Financial Corp /WA 1 152 0,00 57 7,69
2025-07-30 13F Bogart Wealth, LLC 4 345 13,77 215 24,42
2025-07-10 13F Worth Asset Management, LLC 51 204 2 533
2025-07-16 13F Encompass Wealth Advisors, Llc 26 405 0,11 1 306 9,39
2025-08-05 13F Gould Asset Management Llc /ca/ 18 104 −10,87 895 −2,61
2025-08-13 13F Rsm Us Wealth Management Llc 2 757 780 −3,59 136 400 7,88
2025-07-17 13F DiNuzzo Private Wealth, Inc. 290 −23,68 14 −17,65
2025-07-17 13F HCR Wealth Advisors 108 791 0,17 5 381 9,46
2025-07-21 13F Life Planning Partners, Inc 51 315 4,51 2 538 14,22
2025-08-15 13F Cooksen Wealth, LLC 88 398 8,77 4 372 28,82
2025-08-14 13F LaSalle St. Investment Advisors, LLC 15 594 57,39 1
2025-08-12 13F Leigh Baldwin & Co., Llc 6 895 4,84 341 14,81
2025-08-08 13F Mittelman Wealth Management 217 369 −9,94 10 751 −1,58
2025-07-09 13F Central Bank & Trust Co 175 366 −10,26 8 674 −1,93
2025-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 0 −100,00 0
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 7 907 −2,65 391 6,54
2025-08-07 13F Midland Wealth Advisors Llc 4 133 −6,85 204 2,00
2025-07-29 13F Ifrah Financial Services, Inc. 20 708 −0,53 1 024 8,70
2025-08-06 13F Legacy Bridge, LLC 18 833 5,02 931 14,80
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 16 526 2,72 817 12,23
2025-07-08 13F Zrc Wealth Management, Llc 414 0,00 20 11,11
2025-08-04 13F GAM Holding AG 31 000 0,00 1 527 9,23
2025-08-08 13F RAM Investment Partners, LLC 6 615 0,44 327 9,73
2025-07-21 13F Stock Yards Bank & Trust Co 19 385 −44,33 959 −39,17
2025-07-28 13F Frazier Financial Advisors, LLC 186 0,00 9 12,50
2025-08-13 13F Virtue Capital Management, LLC 12 985 −31,15 642 −24,74
2025-08-14 13F Millennium Management Llc 37 564 96,81 1 858 115,18
2025-07-25 13F Transcendent Capital Group LLC 5 846 0,81 289 10,31
2025-08-12 13F New Republic Capital, LLC 12 485 16,57 618 27,48
2025-08-14 13F Ameriprise Financial Inc 9 444 710 13,68 466 816 24,41
2025-07-16 13F Asset Allocation & Management Company, LLC 44 203 −4,66 2 0,00
2025-08-14 13F Money Concepts Capital Corp 189 716 12,74 9 383 23,20
2025-07-17 13F SeaBridge Investment Advisors LLC 12 165 −7,92 602 0,67
2025-08-15 13F Semmax Financial Advisors Inc. 6 0,00 0
2025-07-21 13F Creative Capital Management Investments LLC 325 0,00 16 14,29
2025-07-22 13F Appleton Partners Inc/ma 27 516 35,29 1
2025-08-12 13F Nipun Capital, L.P. 110 200 0,00 5 450 9,28
2025-07-16 13F West Branch Capital LLC 23 0,00 1 0,00
2025-08-19 13F Hohimer Wealth Management, Llc 63 085 0,15 3 120 9,47
2025-07-25 13F Index Fund Advisors, Inc. 6 997 0,11 346 9,49
2025-07-25 13F Bricktown Capital, LLC 130 003 −1,03 6 430 8,14
2025-07-30 13F Strategic Blueprint, LLC 154 649 −9,28 7 649 −0,87
2025-07-28 13F Wealthspan Partners, Llc 12 284 −21,20 608 −13,90
2025-07-16 13F Vestia Personal Wealth Advisors 7 285 8,81 360 18,81
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 32 148 −1,69 1 590 7,43
2025-07-17 13F CogentBlue Wealth Advisors, LLC 22 347 −1,44 1 105 7,70
2025-08-01 13F Planning Directions Inc 4 211 −58,59 208 −54,78
2025-07-30 13F Dudley Capital Management, Llc 4 257 211
2025-08-06 13F Bensler, LLC 4 582 227
2025-08-04 13F Pensionmark Financial Group, Llc 140 773 47,25 6 963 60,93
2025-08-12 13F MAI Capital Management 3 344 313 −0,48 165 410 8,75
2025-05-13 13F Prudential Financial Inc 0 −100,00 0
2025-07-07 13F Enterprise Bank & Trust Co 29 890 0,00 1 478 9,32
2025-08-01 13F Bessemer Group Inc 1 562 582 −4,13 77 5,48
2025-08-08 13F Sawgrass Asset Management Llc 11 054 22,33 547 33,82
2025-07-23 13F Motiv8 Investments LLC 15 539 1,96 769 11,47
2025-07-11 13F Essex Savings Bank 11 983 19,00 593 30,11
2025-07-16 13F Falcon Wealth Planning 51 237 11,84 2 534 22,24
2025-07-16 13F First American Bank 22 364 1,34 1 106 10,82
2025-07-28 13F Copia Wealth Management 326 0,00 16 14,29
2025-07-22 13F Inlight Wealth Management, LLC 69 969 −0,09 382 6,72
2025-07-28 13F Compass Advisory Group LLC 32 158 −5,00 1 591 3,79
2025-07-21 13F Compass Planning Associates Inc 1 415 0,21 70 9,52
2025-08-14 13F Diversify Advisory Services, LLC 198 358 42,32 10 158 61,43
2025-07-11 13F Adirondack Trust Co 5 130 −10,30 254 −1,94
2025-08-12 13F Mmbg Investment Advisors Co. 13 856 −9,65 685 −1,30
2025-07-10 13F Tompkins Financial Corp 1 424 0,00 70 9,38
2025-08-14 13F Principia Wealth Advisory, LLC 103 328 −0,50 5 111 15,82
2025-08-13 13F Ironwood Investment Management Llc 60 512 5,22 2 993 14,99
2025-05-05 13F Lindbrook Capital, Llc 26 606 0,29 1 204 3,08
2025-07-16 13F Meredith Wealth Planning 10 646 1,63 527 10,97
2025-08-25 13F/A Promus Capital, LLC 1 033 10,96 51 21,43
2025-07-18 13F First Pacific Financial 3 169 16,72 157 27,87
2025-08-06 13F Cannon Financial Strategists, Inc. 16 662 −0,87 824 8,42
2025-07-17 13F Stone Point Wealth LLC 58 087 −2,07 2 873 7,04
2025-08-04 13F Arkadios Wealth Advisors 86 774 2,09 4 292 11,57
2025-08-04 13F Mesirow Financial Investment Management, Inc. 215 448 0,72 10 656 10,06
2025-08-14 13F 10Elms LLP 703 23 333,33 35
2025-07-17 13F City Holding Co 36 354 4,90 1 798 14,60
2025-07-30 13F Evermay Wealth Management Llc 25 185 −30,03 1 246 −23,57
2025-07-08 13F Atlas Brown,Inc. 13 581 9,24 672 19,40
2025-08-27 NP HCEMX - The Emerging Markets Portfolio HC Strategic Shares 1 086 060 −3,55 53 717 5,40
2025-08-08 13F CFO4Life Group, LLC 70 804 −4,43 3 502 4,41
2025-08-01 13F Facet Wealth, Inc. 3 043 986 47,88 151 590 57,33
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 660 −19,51 33 −13,51
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares 31 303 −8,49 1 548 0,00
2025-08-11 13F Pin Oak Investment Advisors Inc 3 485 0,00 0
2025-08-13 13F ESL Trust Services, LLC 23 729 −1,25 1 174 7,91
2025-08-26 NP IIFAX - Voya Balanced Income Portfolio Class ADV 160 985 −3,99 7 962 4,92
2025-07-15 13F Alpha Omega Wealth Management LLC 12 338 0,00 610 9,32
2025-08-13 13F Capital Group Private Client Services, Inc. 61 548 0,02 3 044 9,30
2025-08-11 13F Perennial Investment Advisors, LLC 7 672 13,52 379 24,26
2025-07-10 13F Focus Financial Network, Inc. 310 699 5,61 15 367 15,41
2025-05-02 13F Capital A Wealth Management, LLC 0 −100,00 0
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 42 193 21,58 2 087 32,87
2025-08-12 13F SlateStone Wealth, LLC 11 075 0,00 1
2025-08-12 13F Segall Bryant & Hamill, Llc 107 470 5 315
2025-07-31 13F/A Avion Wealth 66 295 −16,11 3 0,00
2025-07-03 13F Trust Co of the South 121 727 16,88 6 021 27,73
2025-08-07 13F Security Benefit Life Insurance Co /ks/ 27 800 0,00 1 375 9,22
2025-07-18 13F TPG Advisors LLC 6 369 −19,95 315 −12,50
2025-07-11 13F First PREMIER Bank 8 547 0,18 0
2025-07-16 13F Kathmere Capital Management, LLC 515 193 0,18 25 481 9,47
2025-08-14 13F Hrt Financial Lp 35 631 2
2025-07-15 13F Riverbridge Partners Llc 25 090 0,00 1 241 9,25
2025-08-14 13F Karpus Management, Inc. 1 223 172 0,95 60 498 10,32
2025-08-14 13F Systematic Alpha Investments, LLC 10 115 0,00 500 9,41
2025-08-14 13F Evercore Wealth Management, LLC 94 402 −5,84 4 669 2,91
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 106 965 −1,95 5 290 7,15
2025-07-25 13F We Are One Seven, LLC 190 318 2,25 9 413 11,74
2025-07-23 13F Vontobel Holding Ltd. 478 395 13,41 23 661 23,93
2025-08-05 13F Integrity Wealth Solutions LLC 57 963 6,26 2 867 16,13
2025-07-08 13F Apella Capital, LLC 1 373 980 8,53 67 916 26,25
2025-05-15 13F CAPROCK Group, Inc. 650 556 3,26 29 444 6,12
2025-08-14 13F Sand Hill Global Advisors, LLC 3 182 811 −2,29 157 422 6,77
2025-07-16 13F Rebalance, Llc 654 743 −11,06 32 384 −2,81
2025-08-06 13F Disciplined Investors, L.L.C. 15 125 2,31 748 11,81
2025-08-05 13F Rareview Capital LLC 143 735 −15,55 7 109 −7,70
2025-08-14 13F Colony Group, LLC 3 170 708 6,06 156 823 15,91
2025-08-26 13F Nautilus Advisors LLC 13 142 0,00 650 9,43
2025-07-15 13F Armis Advisers, LLC 178 435 26,44 8 826 38,17
2025-07-31 13F Vaughan David Investments Inc/il 11 090 1
2025-08-13 13F Mount Yale Investment Advisors, LLC 13 071 −0,30 646 8,94
2025-08-11 13F Lake Street Financial Llc 22 537 −3,72 1 115 5,19
2025-08-13 13F Plan Group Financial, LLC 40 138 1 985
2025-08-11 13F Private Advisor Group, LLC 615 920 1,97 30 463 11,43
2025-07-29 NP JHODX - 2070 Lifetime Blend Portfolio Class R6 106 5
2025-07-17 13F Fee-Only Financial Planning, L.C. 7 840 0,00 388 9,32
2025-07-22 13F/A Duncan Williams Asset Management, LLC 104 514 8,46 5 169 18,53
2025-08-08 13F Larson Financial Group LLC 447 896 −43,92 22 153 −38,71
2025-08-13 13F Portland Global Advisors LLC 442 935 0,09 21 908 9,38
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 21 925 −12,12 1 084 −3,99
2025-04-01 13F Modus Advisors, LLC 0 −100,00 0 −100,00
2025-08-12 13F Associated Banc-corp 211 172 101,07 10 445 119,73
2025-08-15 13F Asset Allocation Strategies LLC 66 132 −49,99 3 271 −45,36
2025-07-09 13F Seaside Wealth Management, Inc. 23 116 −1,08 1 143 8,14
2025-07-15 13F Tenon Financial LLC 20 971 100,10 993 109,49
2025-07-22 13F Coastal Investment Advisors, Inc. 2 467 −52,10 122 −47,64
2025-08-26 NP Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares 81 225 −3,45 4 017 5,52
2025-07-29 NP JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 72 663 7,05 3 415 12,48
2025-07-31 13F Auour Investments LLC 62 813 0,19 3 107 9,52
2025-08-07 13F Resources Investment Advisors, LLC. 133 676 1,54 6 612 10,96
2025-08-14 13F Wells Fargo & Company/mn 42 922 654 0,49 2 122 954 9,82
2025-05-14 13F Lionshead Wealth Management, LLC 0 −100,00 0
2025-07-31 13F Cardinal Point Capital Management, ULC 4 528 −31,20 224 −24,92
2025-08-14 13F Wells Fargo & Company/mn Put 778 900 17,30 38 524 28,19
2025-07-24 13F Certus Wealth Management, LLC 93 272 49,57 4 613 56,43
2025-08-13 13F Okabena Investment Services Inc 311 047 14,24 15 384 24,85
2025-08-14 13F Wells Fargo & Company/mn Call 94 200 −48,61 4 659 −43,84
2025-07-11 13F Afg Fiduciary Services Limited Partnership 33 357 54,36 1 657 80,39
2025-07-23 13F Armbruster Capital Management, Inc. 35 740 7,44 1 768 17,41
2025-07-22 13F Gutierrez Wealth Advisory, LLC 81 740 −1,44 4 043 7,70
2025-08-29 NP JSPMX - Janus Henderson Global Allocation Fund - Moderate Class T 363 054 −1,04 17 957 8,15
2025-08-13 13F Beacon Pointe Advisors, LLC 471 266 4,56 23 309 14,26
2025-07-10 13F Signal Advisors Wealth, LLC 195 709 35,81 9 680 48,41
2025-08-06 13F Agf Management Ltd 64 372 2,21 3 184 11,68
2025-08-13 13F Manning & Napier Advisors Llc 411 216 −9,63 20 340 −1,24
2025-06-30 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 737 296 0,00 576 363 1,91
2025-07-17 13F Sage Rhino Capital Llc 175 235 13,55 8 667 24,10
2025-08-12 13F Vawter Financial, Ltd. 4 209 −51,00 208 −46,39
2025-08-15 13F WFA of San Diego, LLC 24 745 75,41 1 224 81,45
2025-07-15 13F Retirement Guys Formula Llc 108 815 5 373
2025-07-16 13F Meridian Investment Counsel Inc. 21 313 4,92 1 054 14,69
2025-08-11 13F Plum Street Advisors, LLC 16 447 0,00 813 9,27
2025-08-12 13F Main Management LLC 51 904 5,32 3 0,00
2025-05-16 13F Everstar Asset Management, LLC 0 −100,00 0
2025-07-17 13F Independence Bank of Kentucky 2 107 0,00 104 9,47
2025-08-04 13F Bordeaux Wealth Advisors LLC 99 259 −9,59 4 909 −1,19
2025-07-30 NP OCIO - ClearShares OCIO ETF 87 140 100,00 4 096 110,22
2025-07-16 13F Cambridge Advisors Inc. 195 074 −2,15 9 648 6,93
2025-08-11 13F Dorsey & Whitney Trust CO LLC 141 150 14,16 6 981 24,75
2025-08-14 13F McIlrath & Eck, LLC 7 341 −38,40 363 −32,65
2025-07-15 13F Cranbrook Wealth Management, LLC 194 884 1,26 9 639 10,65
2025-07-30 13F Phillips Financial Management, Llc 25 804 −12,32 1 276 −4,20
2025-07-22 13F Evensky & Katz LLC 1 890 −13,97 0
2025-08-06 13F Moors & Cabot, Inc. 19 963 −4,87 987 4,00
2025-08-07 13F David R. Rahn & Associates Inc. 4 506 −65,42 223 −62,31
2025-07-17 13F Park Place Capital Corp 198 599 5,12 9 862 15,35
2025-08-08 13F Opinicus Capital, Inc. 13 426 5,01 664 14,88
2025-07-11 13F Grove Bank & Trust 173 150 10,81 8 564 21,08
2025-07-11 13F Addis & Hill, Inc 91 631 −0,56 4 532 8,68
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 2 093 716 −0,41 103 555 8,83
2025-07-14 13F UMA Financial Services, Inc. 3 623 0,69 179 10,49
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 115 298 −8,40 5 703 0,11
2025-08-12 13F Steward Partners Investment Advisory, Llc 572 342 5,25 28 308 15,02
2025-08-01 13F Milestone Asset Management Group, LLC 9 113 28,50 451 40,19
2025-08-13 13F Colonial Trust Co / SC 4 906 0,00 243 9,01
2025-08-13 13F ESG Planning 24 141 1 194
2025-07-31 13F Mcdaniel Terry & Co 4 078 202
2025-08-11 13F Johnson Financial Group, LLC 1 405 525 6,93 69 517 16,85
2025-08-13 13F Avestar Capital, LLC 60 556 −0,09 2 995 9,19
2025-08-15 13F Equitable Holdings, Inc. 908 275 18,96 44 923 30,00
2025-07-11 13F Hilltop Wealth Advisors, Llc 69 195 0,93 3 422 10,32
2025-08-15 13F Fsb Premier Wealth Management, Inc. 55 567 −3,00 2 748 6,02
2025-07-30 13F Whittier Trust Co 1 109 125 1,11 54 846 10,49
2025-08-15 13F Kestra Advisory Services, LLC 428 340 10,25 21 186 20,48
2025-08-26 NP Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares 208 157 4,09 10 295 13,76
2025-08-12 13F Wealth Dimensions Group, Ltd. 4 755 235
2025-08-01 13F MorganRosel Wealth Management, LLC 42 728 5,26 2 113 15,02
2025-08-05 13F Tufton Capital Management 19 694 −0,66 1 −100,00
2025-08-13 13F Greenwich Wealth Management LLC 37 859 −0,26 2 0,00
2025-07-11 13F Compass Ion Advisors, LLC 39 904 −1,60 1 974 7,52
2025-08-11 13F Baldwin Investment Management, LLC 8 668 −4,30 429 4,65
2025-07-24 13F Ronald Blue Trust, Inc. 36 741 −1,89 1 817 7,26
2025-07-11 13F WealthBridge Investment Counsel Inc. 118 450 5,93 6 0,00
2025-08-12 13F Calton & Associates, Inc. 0 −100,00 0
2025-08-13 13F Maia Wealth LLC 29 162 −1,71 1 442 11,78
2025-08-14 13F Seldon Capital Lp 27 148 0,00 1 343 9,28
2025-07-21 13F Credential Securities Inc. 0 −100,00 0 −100,00
2025-07-15 13F World Equity Group, Inc. 25 940 −3,04 1 283 5,95
2025-08-11 13F Shufro Rose & Co Llc 44 303 −0,54 2 005 −0,55
2025-08-07 13F Cascade Financial Partners, LLC 38 807 0,76 1 919 10,10
2025-07-10 13F Stewardship Advisors, LLC 258 327 −0,45 12 777 8,78
2025-07-15 13F Kopp Family Office, LLC 358 490 −7,49 17 731 1,09
2025-08-12 13F Change Path, LLC 516 560 4,13 25 549 13,80
2025-07-30 13F Legacy Wealth Asset Management, LLC 8 210 1,91 406 11,54
2025-07-17 13F Hanson & Doremus Investment Management 465 603 3,30 23 15,00
2025-08-08 13F Evolution Wealth Advisors, LLC 25 136 205,57 1 243 234,14
2025-08-12 13F Tradition Wealth Management, LLC 11 131 10,72 551 20,88
2025-08-14 13F Clientfirst Wealth Management, LLC 11 180 0,00 553 9,09
2025-07-09 13F Sarasin & Partners LLP 86 531 46,78 4 280 60,38
2025-08-04 13F Bridgewealth Advisory Group, LLC 64 570 603,45 3 194 669,40
2025-07-03 13F Sage Capital Advisors,llc 11 186 −1,63 553 7,59
2025-08-06 13F Prospera Financial Services Inc 49 226 9,88 2 435 20,08
2025-08-15 13F Urban Financial Advisory Corp 9 615 4,47 476 14,18
2025-07-21 13F F&V Capital Management, LLC 22 580 0,00 1 0,00
2025-08-08 13F Breed's Hill Capital LLC 71 167 −1,79 3 520 7,32
2025-04-17 13F Vista Wealth Management Group, LLC 15 273 −0,12 691 2,67
2025-07-15 13F Elevated Capital Advisors, LLC 68 698 0,00 3 109 0,00
2025-08-07 13F Vise Technologies, Inc. 498 076 52,72 24 635 71,52
2025-08-11 13F Anfield Capital Management, LLC 617 26,43 31 36,36
2025-08-14 13F Bank Of Hawaii 721 073 0,92 35 664 10,29
2025-08-13 13F Colonial Trust Advisors 0 −100,00 0
2025-05-14 13F Trustco Bank Corp N Y 0 −100,00 0 −100,00
2025-07-23 13F Pillar Financial Advisors, LLC 17 425 −1,75 862 7,36
2025-07-31 13F Hanlon Investment Management, Inc. 15 771 −3,06 780 5,98
2025-07-10 13F Rockland Trust Co 25 041 −24,14 1 239 −17,08
2025-08-08 13F Arcadia Investment Management Corp/mi 20 821 −0,16 1 030 9,12
2025-08-01 13F Banco Santander, S.A. 399 412 29,78 19 755 41,82
2025-08-05 13F Prosperity Consulting Group, LLC 7 648 −9,73 378 −1,31
2025-07-29 13F Disciplined Investments, LLC 63 114 2,41 3 122 11,90
2025-05-07 13F Accretive Wealth Partners, LLC 0 −100,00 0
2025-08-12 13F Team Hewins, LLC 5 067 0,00 251 9,17
2025-08-13 13F Farnam Financial LLC 5 142 7,33 254 17,59
2025-08-06 13F Financial Alternatives, Inc 6 498 −5,88 321 2,88
2025-08-13 13F Scotia Capital Inc. 28 277 −0,05 1 399 9,22
2025-07-09 13F Reyes Financial Architecture, Inc. 596 −10,51 29 −3,33
2025-07-25 13F JustInvest LLC 128 038 6 333
2025-08-05 13F Welch & Forbes Llc 54 196 0,00 2 681 9,30
2025-08-11 13F Western Wealth Management, LLC 6 443 −11,14 319 −3,05
2025-08-01 13F James Investment Research Inc 27 538 1 362
2025-08-06 13F Ironwood Wealth Management, LLC. 7 212 −14,79 357 −7,05
2025-08-14 13F Moneta Group Investment Advisors Llc 748 688 −12,87 37 030 −4,79
2025-08-01 13F SYM FINANCIAL Corp 239 0,00 12 10,00
2025-07-21 13F Mendota Financial Group, LLC 57 0,00 3 0,00
2025-08-14 13F Bishop & Co Investment Management, LLC 199 112 −3,57 9 848 5,38
2025-07-07 13F Wesbanco Bank Inc 145 912 16,09 7 217 26,86
2025-08-14 13F Gould Capital, LLC 124 429 −0,06 6 154 9,21
2025-07-25 13F Wealth Advisory Team LLC 90 894 4 496
2025-08-13 13F Ark & Tlk Investments, Llc 13 441 −4,72 665 4,08
2025-05-15 13F OmniStar Financial Group, Inc. 0 −100,00 0
2025-08-12 13F Vestor Capital, Llc 0 −100,00 0
2025-07-24 13F Coordinated Financial Services, Inc. 8 056 3,60 398 16,37
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Wetherby Asset Management Inc 186 425 −1,69 9 221 10,42
2025-08-11 13F Y.D. More Investments Ltd 180 100,00 9 100,00
2025-08-04 13F Bristlecone Advisors, LLC 151 514 0,81 7 494 10,16
2025-04-23 13F St. Johns Investment Management Company, LLC 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 4 865 124 −3,47 240 629 5,49
2025-07-23 13F Colony Family Offices, LLC 488 608 8,74 24 167 18,83
2025-07-16 13F Plancorp, LLC 139 654 −2,94 6 907 6,07
2025-08-14 13F Murphy & Mullick Capital Management Corp 9 284 0,00 462 10,00
2025-08-06 13F Innealta Capital, Llc 29 607 −25,46 1 464 −18,53
2025-04-24 13F Bull Street Advisors, LLC 0 −100,00 0
2025-07-09 13F Aurelius Family Office LLC 160 616 1,16 7 944 10,55
2025-07-10 13F Atticus Wealth Management, Llc 3 036 9,56 150 20,00
2025-07-16 13F ORG Wealth Partners, LLC 9 318 −24,42 463 −17,35
2025-08-07 13F Winch Advisory Services, LLC 1 628 0,06 81 9,59
2025-08-01 13F Twin Lakes Capital Management, LLC 18 136 −3,46 897 5,41
2025-08-04 13F Assetmark, Inc 1 019 284 232,41 50 414 263,26
2025-08-12 13F Coldstream Capital Management Inc 660 151 −11,82 32 651 −3,64
2025-08-14 13F Apriem Advisors 234 934 7,49 11 620 17,46
2025-08-28 NP Northern Lights Fund Trust - Ocean Park International ETF 0 −100,00 0 −100,00
2025-07-15 13F Axis Wealth Partners, LLC 10 999 −6,41 544 2,45
2025-08-04 13F Canton Hathaway, LLC 0 −100,00 0
2025-08-12 13F Tableaux Llc 1 395 210
2025-07-14 13F Wealth Advisory Solutions, LLC 75 651 −1,76 3 742 7,35
2025-07-15 13F Beacon Investment Advisory Services, Inc. 221 569 1,86 10 959 11,31
2025-07-21 13F Custos Family Office, LLC 421 259 17,92 20 835 28,87
2025-07-23 13F Nbt Bank N A /ny 26 042 0,65 1 288 9,99
2025-08-13 13F Dynamic Wealth Strategies, LLC 17 144 −57,68 848 −53,79
2025-08-06 13F Paladin Advisory Group, LLC 43 0,00 2 100,00
2025-08-14 13F Banque Transatlantique SA 0 −100,00 0
2025-08-08 13F Meridian Wealth Management, LLC 44 560 9,40 2 203 19,53
2025-07-22 13F Confluence Wealth Services, Inc. 6 018 18,19 298 31,42
2025-08-08 13F Everett Harris & Co /ca/ 16 406 −15,84 811 −8,05
2025-04-09 13F Dakota Community Bank & Trust NA 318 0,00 14 0,00
2025-08-12 13F Inscription Capital, LLC 12 665 42,14 626 68,28
2025-08-14 13F Warren Averett Asset Management, LLC 617 331 −0,87 30 533 8,33
2025-07-25 NP USBSX - Cornerstone Moderate Fund 114 700 −9,18 5 391 −4,57
2025-08-01 13F Financial Counselors Inc 51 722 −86,06 2 558 −84,77
2025-04-30 13F Brown Financial Advisory 0 −100,00 0
2025-07-25 13F Welch Group, LLC 4 586 227
2025-08-26 NP ISNFX - Voya Solution 2030 Portfolio Class ADV 19 538 −3,54 966 5,46
2025-07-23 13F Bellevue Asset Management, Llc 50 0,00 2 0,00
2025-08-13 13F Riverview Capital Advisers, LLC 5 846 −6,51 289 2,12
2025-08-18 13F Hollencrest Capital Management 1 606 46,00 79 61,22
2025-08-07 13F New England Private Wealth Advisors LLC 56 699 0,16 2 838 10,77
2025-08-14 13F Bank Of America Corp /de/ Call 10 300 509
2025-05-15 13F Rakuten Investment Management, Inc. 713 188 11,45 32 315 4,65
2025-08-14 13F Bank Of America Corp /de/ 112 824 327 3,48 5 580 291 13,08
2025-08-12 13F Bedel Financial Consulting, Inc. 11 946 0,11 591 6,31
2025-08-11 13F Birchbrook, Inc. 4 412 0,00 218 9,55
2025-07-31 13F Optimum Investment Advisors 12 754 0,35 631 9,57
2025-08-14 13F Bank Of America Corp /de/ Put 100 5
2025-05-08 13F LGT Financial Advisors LLC 0 −100,00 0
2025-08-14 13F Dearborn Partners Llc 6 923 1,15 342 10,68
2025-08-14 13F Redwood Investment Management, Llc 263 310 −37,29 13 −31,58
2025-08-08 13F Westwood Holdings Group Inc 0 −100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 90 310 0,46 4 466 9,78
2025-08-13 13F Cary Street Partners Financial Llc 57 422 2,17 2 840 11,68
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-07-03 13F McLean Asset Management Corp 15 312 40,19 763 75,17
2025-08-07 13F Tacita Capital Inc 2 833 0,00 140 9,38
2025-07-28 13F Jag Capital Management, Llc 5 515 0,00 273 9,24
2025-08-06 13F Valued Wealth Advisors LLC 0 −100,00 0
2025-08-04 13F Savvy Advisors, Inc. 56 707 68,89 2 805 84,60
2025-07-28 13F Evernest Financial Advisors, LLC 6 672 0,17 330 9,63
2025-08-04 13F L.m. Kohn & Company 0 −100,00 0
2025-08-08 13F Financial Gravity Companies, Inc. 522 13,97 26 25,00
2025-07-28 13F Courier Capital Llc 152 819 −0,13 7 558 9,14
2025-07-30 13F Financial Perspectives, Inc 8 181 12,89 405 23,55
2025-07-24 13F Ramirez Asset Management, Inc. 2 818 −3,29 139 6,11
2025-08-13 13F SCS Capital Management LLC 3 682 836 −3,19 182 153 5,80
2025-08-13 13F Baird Financial Group, Inc. 5 112 512 9,30 252 865 19,44
2025-07-07 13F First Community Trust Na 2 407 −27,35 119 −20,13
2025-07-21 13F Single Point Partners, LLC 51 753 −4,00 3 0,00
2025-07-29 13F Swmg, Llc 20 372 6,62 1 028 19,84
2025-07-16 13F American National Bank 22 635 45,42 1 120 58,95
2025-07-18 13F Benchmark Wealth Management, LLC 7 067 350
2025-07-14 13F Armstrong Advisory Group, Inc 1 897 0,00 94 12,05
2025-07-30 13F Crewe Advisors LLC 99 390 7,74 4 916 17,72
2025-07-16 13F Kendall Capital Management 28 766 −2,66 1 423 6,36
2025-07-17 13F C2C Wealth Management, LLC 33 394 −3,10 1 652 5,90
2025-07-21 13F West Financial Advisors, LLC 39 706 5,25 1 964 15,00
2025-08-13 13F Cerity Partners LLC 2 966 897 −2,03 146 743 7,06
2025-08-14 13F Certified Advisory Corp 27 712 −1,81 1 371 7,28
2025-08-12 13F Jpmorgan Chase & Co 12 608 181 1,41 623 601 10,82
2025-05-14 13F Provida Pension Fund Administrator 0 −100,00 0 −100,00
2025-07-29 NP JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 238 676 −1,05 11 218 3,97
2025-07-16 13F Swisher Financial Concepts, Inc. 6 364 −5,21 315 3,63
2025-07-15 13F Define Financial, Llc 195 835 0,22 9 686 15,02
2025-07-29 13F Tradewinds Capital Management, LLC 387 50,58 19 72,73
2025-07-17 13F Michels Family Financial, LLC 11 460 −4,59 567 4,24
2025-07-18 13F Montgomery Investment Management Inc 6 200 0,00 307 9,29
2025-07-21 13F HT Partners LLC 115 671 −2,02 5 721 7,07
2025-07-22 13F Valpey Financial Services, LLC 26 500 1 311
2025-07-30 13F TFB Advisors LLC 10 076 6,28 498 16,08
2025-05-05 13F Lunt Capital Management, Inc. 0 −100,00 0
2025-07-15 13F Verum Partners LLC 43 364 −13,62 2 145 −5,63
2025-08-07 13F Gryphon Financial Partners LLC 18 522 5,35 916 15,22
2025-08-05 13F Avant Financial Advisors LLC 35 981 7,25 1 780 17,19
2025-08-29 13F Evolution Wealth Management Inc. 2 098 104
2025-08-12 13F Gladstone Institutional Advisory LLC 23 461 23,89 1 160 35,36
2025-07-15 13F Alhambra Investment Partners LLC 4 155 205
2025-07-31 13F Glass Jacobson Investment Advisors llc 12 810 −30,14 634 −21,56
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1 986 0,00 98 11,36
2025-08-08 13F EagleClaw Capital Managment, LLC 4 484 0,00 222 9,41
2025-08-14 13F Beaird Harris Wealth Management, LLC 14 249 3,08 705 12,64
2025-08-14 13F Capstone Investment Advisors, Llc 0 −100,00 0
2025-05-15 13F Cullen Capital Management, LLC 21 063 −65,63 953 −64,68
2025-07-30 13F Clifford Swan Investment Counsel Llc 9 104 1,65 450 11,11
2025-08-05 13F Mma Asset Management Llc 7 862 13,81 389 24,36
2025-08-11 13F Alps Advisors Inc 652 901 12,34 32 292 22,76
2025-07-29 13F Harbor Asset Planning, Inc. 605 30
2025-08-04 13F Hantz Financial Services, Inc. 84 983 4
2025-07-25 13F Wealth Architects, LLC 14 057 3,76 695 13,38
2025-08-13 13F Idaho Trust Bank 212 941 1,66 10 530 11,09
2025-04-08 13F/A iA Global Asset Management Inc. 0 −100,00 0
2025-07-11 13F Colorado Capital Management, Inc. 9 996 17,81 0
2025-08-14 13F Voya Financial Advisors, Inc. 12 752 5,83 630 15,41
2025-07-21 13F Rainey & Randall Investment Management Inc. 18 065 −13,43 894 −5,40
2025-08-15 13F TLT Family Holdco ULC 538 350 26 627
2025-07-29 13F Morgan Dempsey Capital Management Llc 396 20
2025-08-14 13F Comerica Bank 1 567 397 41,90 77 523 55,06
2025-07-01 13F GP Brinson Investments LLC 337 386 −0,86 16 687 8,34
2025-08-20 13F North Dallas Bank & Trust Co 22 605 1 118
2025-07-08 13F Webster Bank, N. A. 16 636 2,65 823 12,14
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 6 026 17,70 0
2025-07-23 13F Valmark Advisers, Inc. 4 294 167 −0,47 212 390 8,77
2025-05-02 13F BluePointe Capital Management, LLC 60 000 −36,22 2 716 −34,47
2025-07-28 13F J.Safra Asset Management Corp 3 620 179
2025-08-26 NP IRMPX - Voya Retirement Moderate Portfolio Class ADV 259 501 12 835
2025-07-16 13F Ascent Capital Management, LLC 58 246 2,67 2 881 12,19
2025-07-10 13F HWG Holdings LP 0 −100,00 0
2025-07-09 13F Kearns & Associates LLC 106 700 0,68 5 277 10,03
2025-08-13 13F Haverford Trust Co 113 388 4,29 5 608 13,98
2025-08-12 13F Jacobi Capital Management LLC 10 722 10,71 530 21,00
2025-07-17 13F Johnson Bixby & Associates, LLC 58 608 −17,24 2 899 −9,55
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0 −100,00
2025-07-23 13F Friedenthal Financial 64 0,00 3 50,00
2025-08-11 13F Lummis Asset Management, LP 212 0,00 11 11,11
2025-08-06 13F Quadrant Private Wealth Management, LLC 6 116 302
2025-07-28 13F Davidson Investment Advisors 18 470 0,00 914 9,34
2025-07-29 13F Gladwyn Financial Advisors, Inc. 122 187 6 043
2025-07-17 13F Financial Partners Group, LLC 7 119 352
2025-08-13 13F Ally Financial Inc. 470 000 0,00 23 246 9,28
2025-08-13 13F GeoWealth Management, LLC 5 453 55,14 270 69,18
2025-08-12 13F Manchester Capital Management LLC 89 563 −26,94 4 430 −20,17
2025-08-15 13F Morgan Stanley 49 164 716 4,23 2 431 687 13,90
2025-08-13 13F Willis Johnson & Associates, Inc. 1 630 927 6,02 80 666 15,86
2025-08-07 13F Verus Capital Partners, Llc 14 216 0,40 703 9,84
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 7 041 17,02 348 27,94
2025-07-18 13F Parkside Investments, LLC 18 330 0,61 907 9,95
2025-08-05 13F Lord & Richards Wealth Management, LLC 18 001 −17,35 890 −9,64
2025-07-07 13F Bangor Savings Bank 308 121 −0,95 15 240 8,24
2025-08-12 13F Ameraudi Asset Management, Inc. 146 879 −5,12 7 265 3,68
2025-07-23 13F Hardy Reed LLC 90 913 0,01 4 497 9,29
2025-07-29 13F Chicago Partners Investment Group LLC 37 996 2,03 1 947 13,67
2025-07-17 13F Sound Income Strategies, LLC 7 135 121,10 353 141,10
2025-08-13 13F Summit Wealth Group Llc / Co 22 617 1 119
2025-08-14 13F Fwl Investment Management, Llc 195 0,00 10 12,50
2025-08-29 NP JSPGX - Janus Henderson Global Allocation Fund - Growth Class T 582 985 −1,85 28 834 7,26
2025-07-14 13F Financial Enhancement Group LLC 36 342 −3,33 1 802 8,88
2025-08-14 13F Voya Investment Management Llc 3 006 437 100,44 148 698 119,04
2025-07-08 13F Atwood & Palmer Inc 617 0,00 31 11,11
2025-07-15 13F Kwmg, Llc 473 251 1,78 23 407 11,23
2025-08-13 13F EverSource Wealth Advisors, LLC 431 929 −7,41 21 363 1,18
2025-07-23 13F Pure Portfolios Holdings Llc 33 237 8,55 1 644 18,63
2025-08-14 13F Abound Financial, Llc 0 −100,00 0
2025-08-05 13F Centennial Bank/AR/ 52 660 7,74 2 605 17,72
2025-08-15 13F Fft Wealth Management Llc 34 775 −28,37 1 765 −19,71
2025-07-15 13F Seven Post Investment Office LP 64 355 0,16 3 183 9,42
2025-07-23 13F Hager Investment Management Services, Llc 0 −100,00 0
2025-04-14 13F Bruce G. Allen Investments, LLC 0 −100,00 0
2025-07-29 13F Wealthstream Advisors, Inc. 12 159 0,00 601 9,27
2025-08-15 13F Howland Capital Management Llc 76 149 −2,02 3 766 7,08
2025-07-28 13F Revolve Wealth Partners, LLC 13 900 0,00 687 9,22
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 8 578 380,29 424 443,59
2025-07-24 13F Cyndeo Wealth Partners, LLC 45 680 −0,58 2 259 8,66
2025-07-22 13F Cedar Mountain Advisors, LLC 111 643 3,09 5 522 12,65
2025-08-12 13F Franklin Resources Inc 285 113 −29,15 14 102 −22,58
2025-08-14 13F Camden Capital, LLC 8 317 55,55 411 69,83
2025-07-25 13F RHS Financial, LLC 15 052 −27,97 744 −21,27
2025-07-16 13F Dakota Wealth Management 39 477 −0,31 1 953 8,93
2025-05-01 13F Cardinal Strategic Wealth Guidance 0 −100,00 0
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio 76 662 −10,07 3 792 −1,74
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 965 020 1,08 48 9,30
2025-07-16 13F PFS Partners, LLC 91 0,00 5 0,00
2025-07-17 13F CWA Asset Management Group, LLC 64 583 1,84 3 194 11,29
2025-08-12 13F Ascent Wealth Partners, LLC 0 −100,00 0
2025-08-04 13F Buck Wealth Strategies, LLC 185 162 28,74 9 158 40,70
2025-08-07 13F 1st Source Bank 87 584 2,05 4 332 11,51
2025-07-25 13F Stephens Consulting, LLC 1 106 −6,59 55 1,89
2025-08-18 13F Tactive Advisors, LLC 4 214 208
2025-07-28 13F Ritholtz Wealth Management 115 731 −6,09 5 724 2,64
2025-08-11 13F Madison Asset Management, LLC 5 851 0,00 289 9,47
2025-07-25 13F Richardson Financial Services Inc. 18 453 233,21 913 264,80
2025-07-29 13F Angeles Wealth Management, Llc 24 583 936,82 1 216 1 035,51
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 30 30,43 1 0,00
2025-08-11 13F United Advisor Group, LLC 40 193 118,35 1 988 138,54
2025-08-08 13F Cedar Wealth Management, LLC 1 780 0,00 88 10,00
2025-08-13 13F Standard Family Office LLC 181 722 0,00 8 988 9,28
2025-07-31 13F BIP Alliance, LLC 197 694 −0,97 9 778 8,22
2025-07-31 13F City State Bank 37 721 −0,23 1 866 9,00
2025-08-08 13F Firestone Capital Management 11 982 0,04 593 9,23
2025-08-11 13F Wealthspire Advisors, LLC 8 339 284 0,04 412 461 9,32
2025-08-14 13F Alaska Permanent Fund Corp 0 −100,00 0
2025-07-29 13F Sigma Investment Counselors Inc 694 413 2,31 34 346 11,80
2025-08-13 13F Natixis Advisors, L.p. 333 059 0,48 16 6,67
2025-08-14 13F Hancock Whitney Corp 104 436 49,60 5 165 63,50
2025-07-30 13F Fusion Family Wealth LLC 2 087 330 −3,87 103 239 5,05
2025-08-11 13F Lowe Brockenbrough & Co Inc 107 989 −0,53 5 341 8,71
2025-07-22 13F Sage Investment Counsel LLC 8 686 0,33 430 9,72
2025-07-23 13F Center For Asset Management LLC 0 −100,00 0
2025-07-23 13F Bennett Associates Wealth Management 60 418 −1,95 2 988 7,14
2025-08-04 13F One Day In July LLC 81 229 −23,69 4 018 −16,61
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 135 291 2,75 6 691 12,28
2025-08-15 13F Pine Ridge Advisers LLC 234 077 0,00 11 577 9,28
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2 091 6,20 104 15,73
2025-07-28 13F Ckw Financial Group 2 770 0,00 0
2025-07-23 13F SGL Investment Advisors, Inc. 10 030 6,92 498 15,58
2025-07-18 13F Tanager Wealth Management LLP 494 544 0,15 24 460 9,45
2025-08-08 13F Wiser Advisor Group LLC 0 −100,00 0
2025-07-17 13F Alliance Wealth Advisors, LLC 10 707 0,00 530 9,30
2025-08-08 13F Principal Financial Group Inc 158 003 −3,15 7 815 5,84
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 86 900 4 298
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 40 822 −1,33 2 019 7,85
2025-07-29 13F Private Wealth Management Group, LLC 12 950 −1,60 640 7,56
2025-08-01 13F Zhang Financial LLC 223 119 3,83 11 035 13,46
2025-08-14 13F Visionary Wealth Advisors 22 985 1,48 1 137 10,83
2025-08-12 13F Goepper Burkhardt LLC 7 460 −1,01 369 7,92
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 420 411 −1,58 20 794 7,56
2025-07-21 13F Ashton Thomas Securities, Llc 19 716 −0,23 975 9,06
2025-07-30 13F Wbh Advisory Inc 75 149 2,10 3 717 11,56
2025-05-14 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-06 13F Founders Financial Securities Llc 9 125 1,72 451 11,91
2025-08-12 13F South Plains Financial, Inc. 37 827 −3,17 1 871 5,83
2025-08-08 13F Hartland & Co., LLC 73 301 −14,25 3 625 −6,31
2025-08-26 NP VSPAX - Voya Solution 2060 Portfolio Class ADV 10 764 −6,38 532 2,31
2025-07-11 13F Harbour Capital Advisors, LLC 11 244 0,00 560 11,58
2025-07-22 13F DBK Financial Counsel, LLC 76 783 −1,15 3 798 8,02
2025-08-12 13F CIBC Private Wealth Group, LLC 2 752 283 −3,08 136 128 20,17
2025-08-05 13F Key FInancial Inc 13 688 3,36 677 13,02
2025-08-27 13F/A Squarepoint Ops LLC 0 −100,00 0 −100,00
2025-08-12 13F Weitzel Financial Services, Inc. 4 568 231
2025-07-23 13F True Vision MN LLC 13 021 −1,49 644 7,69
2025-08-05 13F Dravo Bay Llc 120 622 −0,18 6 005 9,80
2025-08-05 13F Continuum Wealth Advisors, Llc 130 597 6 459
2025-07-15 13F Cora Capital Advisors Llc 13 330 −7,49 659 1,07
2025-05-15 13F Brandes Investment Partners, Lp 0 −100,00 0
2025-08-15 13F Fidelity D & D Bancorp Inc 6 815 13,30 337 23,90
2025-07-18 13F Parsons Capital Management Inc/ri 107 644 −0,29 5 324 8,96
2025-08-06 13F Adviser Investments LLC 3 880 468 9,24 191 928 19,38
2025-08-07 13F Allworth Financial LP 779 527 6,61 38 555 17,12
2025-05-15 13F Wealth Management Strategies, Inc. 153 015 13,66 6 925 11 637,29
2025-05-29 13F Apeiron RIA LLC 0 −100,00 0 −100,00
2025-08-07 13F McClarren Financial Advisors, Inc. 23 911 13,56 1 183 118 100,00
2025-08-11 13F Frank, Rimerman Advisors LLC 132 156 0,00 6 536 9,28
2025-07-25 13F Ackerman Capital Advisors, LLC 101 016 382,84 4 996 428,12
2025-08-04 13F Waterfront Wealth Inc. 48 966 −1,73 2 422 7,36
2025-07-25 13F Johnson Investment Counsel Inc 28 145 6,26 1 392 16,19
2025-08-12 13F Edmond De Rothschild Holding S.a. 93 0,00 5 0,00
2025-08-13 13F F/M Investments LLC 345 719 −2,14 17 099 6,94
2025-07-08 13F Charis Legacy Partners, LLC 9 001 −9,68 445 −1,33
2025-08-26 NP IRMGX - Voya Retirement Moderate Growth Portfolio Class ADV 479 863 23 734
2025-07-11 13F Kingstone Capital Partners Texas, LLC 898 476 38
2025-07-22 13F BridgePort Financial Solutions, LLC 17 514 −2,96 866 6,13
2025-08-01 13F American Financial & Tax Strategies Inc 13 937 −0,59 689 8,68
2025-07-29 13F Stratos Wealth Advisors, LLC 38 618 −37,40 1 910 −31,59
2025-07-09 13F Lbmc Investment Advisors, Llc 141 046 2,29 6 976 11,79
2025-08-05 13F Crestwood Advisors Group LLC 18 805 −0,56 930 8,77
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 13 688 44,18 677 57,81
2025-08-05 13F Elm Partners Management LLC 3 764 989 17,48 186 216 28,38
2025-08-08 13F Your Advocates Ltd., LLP 580 29
2025-08-08 13F Bailard, Inc. 484 734 −2,08 23 975 7,01
2025-07-22 13F Beacon Financial Advisory LLC 14 391 75,09 712 91,64
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 90 300 188,50 4 466 215,40
2025-07-15 13F Wela Strategies, Inc. 215 382 0,97 10 653 10,33
2025-07-09 13F Market Street Wealth Management Advisors Llc 37 906 0,00 1 875 9,27
2025-07-31 13F FSM Wealth Advisors, LLC 385 194 6,71 19 040 16,55
2025-08-12 13F Allen Capital Group, LLC 28 021 1,13 1 386 10,45
2025-07-30 13F Nottingham Advisors, Inc. 7 576 −47,44 375 −42,64
2025-07-11 13F Pinnacle Bancorp, Inc. 59 558 −1,60 2 946 7,52
2025-08-08 13F Francis Financial, Inc. 45 349 1,83 2 243 11,27
2025-08-14 13F Full Sail Capital, LLC 653 298 21,58 32 312 32,86
2025-07-11 13F Financial Advisory Corp 42 946 −3,44 2 124 5,51
2025-08-06 13F Columbia River Financial Group, LLC 51 256 −6,34 3 0,00
2025-07-21 13F Crews Bank & Trust 483 16,67 24 27,78
2025-07-17 13F Stockman Wealth Management, Inc. 5 685 −7,97 281 0,72
2025-07-30 13F White Lighthouse Investment Management Inc. 35 378 −21,94 1 750 −14,72
2025-07-30 13F Sterling Investment Management, Inc. 32 951 −3,84 1 630 5,10
2025-07-15 13F Main Street Group, LTD 1 916 36,27 95 49,21
2025-08-13 13F My Purposeful Wealth Corp. 9 895 3,66 499 15,28
2025-08-14 13F Jane Street Group, Llc Put 22 300 5,69 1 103 15,51
2025-07-22 13F HFM Investment Advisors, LLC 423 4,70 21 11,11
2025-08-11 13F Great Lakes Advisors, Llc 42 045 −0,31 2 080 8,96
2025-08-11 13F GW&K Investment Management, LLC 239 480 5,35 12 10,00
2025-08-14 13F Fiduciary Trust Co 375 807 −2,44 18 587 6,61
2025-06-18 NP Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 377 829 1 758,11 17 097 1 795,34
2025-06-27 NP DSCF - Discipline Fund ETF 35 556 7,86 1 609 9,91
2025-07-15 13F Kagan Cocozza Asset Management 86 686 1,99 4 287 11,47
2025-07-28 13F Duncker Streett & Co Inc 8 797 0,11 435 9,57
2025-08-06 13F Raelipskie Partnership 267 408 1,61 13 226 11,04
2025-08-14 13F Jane Street Group, Llc 26 181 1 295
2025-08-13 13F Gamco Investors, Inc. Et Al 36 727 1 817
2025-07-17 13F Leverty Financial Group, LLC 0 −100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 1 708 151 14,49 84 25,37
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 4 717 0,00 233 9,39
2025-08-11 13F Morling Financial Advisors, LLC 15 250 −14,60 754 −6,68
2025-07-31 13F Fiduciary Wealth Partners, LLC 17 167 −43,56 849 −38,30
2025-07-29 13F Semitam Bonam Llc 4 171 206
2025-08-06 13F Hallmark Capital Management Inc 30 117 −1,99 1 490 7,12
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 0 −100,00 0
2025-07-09 13F Affinity Capital Advisors, LLC 8 933 34,13 442 53,66
2025-08-08 13F Tortoise Investment Management, LLC 179 171 0,95 8 862 10,32
2025-08-04 13F Balentine LLC 11 439 1,22 566 10,57
2025-07-22 13F Belpointe Asset Management LLC 46 341 112,98 2 292 132,93
2025-07-24 13F Callan Family Office, LLC 197 720 2,73 9 779 12,27
2025-08-12 13F Ameritas Investment Partners, Inc. 214 306 −0,84 10 600 8,36
2025-08-14 13F IHT Wealth Management, LLC 20 613 45,37 1 020 58,97
2025-07-14 13F Gries Financial Llc 7 422 −12,73 367 −4,43
2025-07-24 13F Capital Advisors, Ltd. LLC 1 702 0,00 0
2025-07-18 13F Rogco, Lp 2 289 0,00 113 9,71
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 1 015 479 −1,56 50 226 7,58
2025-07-23 13F L.K. Benson & Company, P.C. 15 540 −3,26 769 5,64
2025-08-08 13F Fiera Capital Corp 85 360 0,00 4 222 9,27
2025-07-17 13F Wolff Wiese Magana Llc 17 −45,16 1 −100,00
2025-07-16 13F Crowley Wealth Management, Inc. 231 0,00 11 10,00
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 3 304 750 4 672,34 70 −97,80
2025-08-13 13F Hsbc Holdings Plc 22 400 −0,00 1 108 9,28
2025-08-12 13F Retirement Planning Co of New England, Inc. 4 747 −1,90 235 6,85
2025-07-08 13F Peirce Capital Management, LLC 10 783 0,00 533 9,22
2025-07-11 13F Cypress Financial Planning Llc 181 213 1,42 8 963 10,82
2025-07-22 13F Knights of Columbus Asset Advisors LLC 3 337 8,41 165 18,71
2025-08-13 13F Holos Integrated Wealth LLC 10 635 −21,63 539 −12,21
2025-07-25 13F Sequoia Financial Advisors, LLC 216 974 −45,43 10 732 −40,37
2025-08-01 13F Logan Capital Management Inc 0 −100,00 0
2025-08-12 13F Councilmark Asset Management, LLC 8 840 0,00 437 9,25
2025-07-17 13F Venture Visionary Partners LLC 90 372 2,74 4 470 12,26
2025-08-08 13F Austin Wealth Management, LLC 0 −100,00 0
2025-04-09 13F Compass Investment Advisers LLC 10 237 451
2025-08-14 13F/A Rockefeller Capital Management L.P. 2 166 641 21,10 107 162 32,33
2025-07-28 13F Patten & Patten Inc/tn 6 625 −26,39 328 −19,66
2025-08-13 13F River Wealth Advisors LLC 11 919 −2,60 590 6,51
2025-07-11 13F Seacrest Wealth Management, Llc 7 715 −9,58 382 −1,30
2025-08-04 13F Creative Financial Designs Inc /adv 218 091 1,39 10 787 10,80
2025-05-16 13F Coordinated Financial Services, Inc./CO 8 182 7,57 370 11,45
2025-07-11 13F Rockwood Wealth Management, LLC 25 087 6,37 1 241 16,21
2025-08-06 13F Golden State Wealth Management, LLC 12 114 −1,78 599 7,35
2025-08-11 13F Monashee Investment Management LLC 0 −100,00 0
2025-08-11 13F Bellwether Advisors, LLC 4 455 0,00 220 9,45
2025-07-23 13F Matisse Capital 7 107 0,00 352 9,35
2025-07-28 13F Davidson Trust Co 33 093 9,01 1 637 19,07
2025-07-09 13F Christopher J. Hasenberg, Inc 277 061 307 745,56 13 703 342 475,00
2025-07-10 13F Kozak & Associates, Inc. 13 −89,43 1 −100,00
2025-08-12 13F J.w. Cole Advisors, Inc. 269 164 90,97 13 313 108,68
2025-06-30 NP Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R 72 839 −11,92 3 296 −10,24
2025-07-31 13F Conservest Capital Advisors, Inc. 27 247 −1,34 1 348 7,76
2025-08-14 13F First Foundation Advisors 4 834 0,00 239 9,63
2025-07-23 13F Austin Asset Management Co Inc 13 486 0,00 667 9,34
2025-08-14 13F Destination Wealth Management 0 −100,00 0
2025-08-14 13F Ancora Advisors, LLC 120 350 −1,32 5 953 7,83
2025-05-07 13F Bearing Point Capital, Llc 0 −100,00 0
2025-08-08 13F Kaizen Financial Strategies 18 381 18,79 909 29,86
2025-08-08 13F Petix & Botte Co 16 588 0,05 820 9,33
2025-08-14 13F RPTC Inc. 221 235 0,21 10 942 9,51
2025-07-18 13F Heritage Financial Services, LLC 6 924 −5,40 342 3,32
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 26 642 −35,20 1 318 −29,19
2025-07-10 13F Kmg Fiduciary Partners, Llc 37 369 0,01 1 848 9,28
2025-08-26 NP ISQAX - Voya Solution 2035 Portfolio Class ADV 177 825 −4,07 8 795 4,84
2025-08-04 13F IFG Advisory, LLC 14 323 6,52 708 16,45
2025-08-14 13F Hirtle Callaghan & Co LLC 1 427 947 −10,68 70 626 −2,39
2025-08-01 13F Motley Fool Wealth Management, LLC 41 996 −18,85 2 077 −11,32
2025-07-23 13F HTG Investment Advisors, Inc. 13 674 0,00 676 9,39
2025-07-29 13F MPS Loria Financial Planners, LLC 0 −100,00 0
2025-08-12 13F Forum Private Client Group LLC 5 716 9,84 283 20,00
2025-08-12 13F Howe & Rusling Inc 194 632 12,53 9 627 22,97
2025-08-12 13F/A Brightwater Advisory LLC 59 234 −0,30 2 930 8,93
2025-07-16 13F/A CX Institutional 17 595 0,47 1
2025-07-02 13F Helen Stephens Group, LLC 337 773 −1,39 16 706 7,76
2025-08-12 13F TCTC Holdings, LLC 1 228 61
2025-08-13 13F Allium Financial Advisors, Llc 6 190 306
2025-08-13 13F Trustmark National Bank Trust Department 161 399 −65,70 7 983 −62,52
2025-08-28 NP DMCY - DEMOCRACY INTERNATIONAL FUND Shares 17 233 10,33 852 20,68
2025-07-07 13F General Partner, Inc. 36 998 0,00 1 830 9,26
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 5 004 0,00 247 9,29
2025-05-08 13F Thornburg Investment Management Inc 0 −100,00 0
2025-08-04 13F McMill Wealth Management 5 035 0,00 249 9,25
2025-07-15 13F BCS Wealth Management 26 955 0,28 1 0,00
2025-08-12 13F SRS Capital Advisors, Inc. 527 027 0,37 26 586 11,87
2025-08-19 13F Wealth Group, Ltd. 0 −100,00 0
2025-07-29 13F Marathon Strategic Advisors, LLC 92 133 5,04 4 557 14,76
2025-08-01 13F Penobscot Wealth Management 202 893 6,48 10 035 16,37
2025-08-11 13F Independent Advisor Alliance 30 204 37,65 1 494 50,35
2025-08-04 13F JDM Financial Group LLC 40 702 −0,69 2 013 8,52
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-08-13 13F Amundi 361 661 0,00 18 011 11,59
2025-07-29 13F TFC Financial Management 6 815 0,00 337 9,42
2025-08-06 13F SOUTH STATE Corp 8 248 −67,75 408 −64,82
2025-07-14 13F Northland Capital Management LLC 55 498 16,57 2 745 27,39
2025-05-08 13F Hoxton Planning & Management, LLC 0 −100,00 0
2025-07-09 13F Exchange Bank 8 133 0,71 402 10,14
2025-04-30 13F Sofos Investments, Inc. 580 33,64 26 0,00
2025-08-26 NP IASPX - Voya Solution 2055 Portfolio Class ADV 53 064 −3,89 2 625 5,04
2025-08-26 13F/A Thrivent Financial For Lutherans 318 651 3,16 16 7,14
2025-07-16 13F Vision Capital Management, Inc. 582 881 7,82 28 829 17,82
2025-08-13 13F Arrowstreet Capital, Limited Partnership 494 297 24 448
2025-07-16 13F Perigon Wealth Management, LLC 136 975 3,22 6 775 12,81
2025-07-30 13F First Citizens Bank & Trust Co 126 403 −4,43 6 252 4,44
2025-07-22 13F Joule Financial, LLC 148 145 0,33 7 327 9,65
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-15 13F Ballentine Partners, LLC 2 732 837 5,46 135 166 15,24
2025-07-30 13F Rothschild Capital Partners, LLC 8 013 −36,16 396 −30,28
2025-08-07 13F Palisade Asset Management, LLC 20 539 2,86 1 016 12,40
2025-08-07 13F Everhart Financial Group, Inc. 275 348 −8,54 13 619 −0,06
2025-08-14 13F Disciplina Capital Management LLC 39 324 0,00 1 945 9,27
2025-07-24 13F Baldwin Brothers Inc/ma 16 854 2,03 834 11,51
2025-07-28 13F Elmwood Wealth Management, Inc. 42 149 −39,26 2 085 −33,63
2025-08-12 13F Argent Trust Co 62 843 20,22 3 108 31,42
2025-08-13 13F Fisher Asset Management, LLC 8 530 −56,85 422 −52,91
2025-05-15 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-07-21 13F Old Second National Bank Of Aurora 4 234 −69,16 209 −66,34
2025-07-17 13F Beacon Capital Management, LLC 2 107 −2,14 104 7,22
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-07-24 13F Drucker Wealth 3.0, LLC 118 579 −15,95 5 883 −7,88
2025-07-07 13F Upper Left Wealth Management, LLC 55 708 −15,98 2 755 −8,20
2025-07-25 13F Lion Street Advisors, LLC 10 848 3,00 537 12,61
2025-08-11 13F Advisor Resource Council 4 863 −98,70 241 −98,57
2025-08-08 13F Thrive Capital Management, LLC 108 960 5 389
2025-08-14 13F Laird Norton Trust Company, Llc 499 403 −2,39 24 700 6,67
2025-07-09 13F Alesco Advisors Llc 518 732 −1,24 25 656 7,93
2025-07-18 13F Swp Financial Llc 67 221 66,79 3 325 82,24
2025-07-29 13F Aspiriant, Llc 108 842 0,48 5 383 9,81
2025-08-05 13F Navalign, LLC 36 593 −2,55 1 810 6,47
2025-08-14 13F Becker Capital Management Inc 88 776 −3,41 4 391 5,55
2025-07-23 13F Madden Advisory Services, Inc. 15 316 4,81 758 14,52
2025-07-29 13F Werba Rubin Papier Wealth Management 67 327 3,33 3 330 12,92
2025-08-07 13F Fidelis Capital Partners, LLC 67 758 0,34 3 414 12,68
2025-08-15 13F Zuckerman Investment Group, LLC 513 043 2,66 25 375 12,19
2025-04-11 13F Safeguard Financial, LLC 7 045 49,67 319 53,62
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 −100,00 0
2025-07-17 13F Guyasuta Investment Advisors Inc 9 184 0,27 454 9,66
2025-07-28 13F Twin Tree Management, LP Call 4 200 2 000,00 208 2 200,00
2025-08-11 13F One Capital Management, LLC 35 262 2,26 1 744 11,79
2025-08-13 13F Grove Street Fiduciary, LLC 31 365 −0,95 1 551 8,23
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 76 847 −0,65 3 801 8,57
2025-04-11 13F Godsey & Gibb Associates 0 −100,00 0
2025-07-24 13F Us Bancorp \de\ 7 488 072 1,54 370 366 10,96
2025-07-29 13F JTC Employer Solutions Trusteee Ltd 8 020 0,00 0
2025-08-04 13F Kovack Advisors, Inc. 16 451 1,59 814 11,07
2025-08-14 13F Smartleaf Asset Management LLC 92 937 40,61 4 590 53,31
2025-06-03 13F Invst, LLC 133 202 1 799,90 6 029 1 857,14
2025-07-16 13F Signaturefd, Llc 4 141 888 2,91 204 858 12,46
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 700 0,00 35 9,68
2025-08-12 13F White Pine Capital Llc 12 304 0,00 609 9,35
2025-07-30 13F Cullen/frost Bankers, Inc. 744 286 −3,46 36 812 5,50
2025-07-24 13F Trevian Wealth Management LLC 102 351 −16,92 5 0,00
2025-08-14 13F Glen Eagle Advisors, LLC 15 061 2,76 745 12,22
2025-08-14 13F/A Skopos Labs, Inc. 15 268 1 291,80 630 1 185,71
2025-07-28 13F Arlington Financial Advisors, LLC 0 −100,00 0
2025-07-30 13F Retirement Planning Group 77 491 −3,02 3 833 5,97
2025-07-23 13F Peak Financial Management, Inc. 20 919 0,89 1 035 10,23
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 1 950 0,05 96 9,09
2025-08-07 13F Nwam Llc 62 577 21,70 3 133 34,59
2025-08-14 13F Obsidian Personal Planning Solutions LLC 17 703 −0,22 876 9,10
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 14 618 2,11 723 11,59
2025-07-25 13F Keener Financial Planning LLC 221 336 18,17 11 25,00
2025-07-31 13F 180 Wealth Advisors, Llc 189 123 5,08 9 354 14,84
2025-04-30 13F Banque Pictet & Cie Sa 0 −100,00 0
2025-08-05 13F Westside Investment Management, Inc. 39 182 −0,72 1 939 8,51
2025-08-14 13F DecisionPoint Financial, LLC 14 897 −2,56 740 6,95
2025-07-22 13F Orca Wealth Management, LLC 5 173 0,29 256 9,44
2025-07-18 13F Trilogy Capital Inc. 17 717 −50,01 876 −45,35
2025-08-12 13F Accredited Wealth Management, LLC 700 0,00 35 9,68
2025-07-28 13F Twin Tree Management, LP 276 131 93,20 13 657 111,15
2025-04-18 13F Edge Financial Advisors LLC 0 −100,00 0
2025-07-17 13F SWS Partners 93 905 12,71 4 645 23,15
2025-07-11 13F Marshall & Sullivan Inc /wa/ 159 826 1,00 7 905 10,36
2025-08-19 13F Anchor Investment Management, LLC 5 992 0,02 296 9,23
2025-07-17 13F MBA Advisors LLC 9 808 2,79 485 12,53
2025-08-14 13F Talon Private Wealth, LLC 119 782 15,70 5 924 27,32
2025-08-14 13F Michelson Medical Research Foundation, Inc. 127 630 0,00 6 313 9,28
2025-07-28 13F Private Wealth Asset Management, LLC 43 850 0,00 2 169 9,27
2025-07-23 NP IRSLX - Voya Target Retirement 2025 Fund Class I 62 923 −5,28 2 957 −0,47
2025-08-13 13F American Investment Services, Inc. 72 391 −4,01 3 580 4,89
2025-07-25 13F LRI Investments, LLC 10 594 0,00 524 9,19
2025-08-11 13F FSA Wealth Management LLC 164 703 −9,13 8 146 −0,69
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 295 512 6,76 14 616 16,68
2025-08-13 13F Tobias Financial Advisors, Inc. 354 584 4,66 17 538 14,37
2025-05-01 13F Harmony Asset Management Llc 0 −100,00 0 −100,00
2025-07-09 13F Byrne Asset Management LLC 4 730 234 5,91
2025-08-12 13F Waddell & Associates, Llc 4 217 −10,64 209 −2,35
2025-08-14 13F Mercer Global Advisors Inc /adv 12 800 927 8,89 633 134 19,00
2025-07-31 13F Alamar Capital Management, LLC 9 836 −7,78 486 0,83
2025-07-15 13F Attessa Capital LLC 0 −100,00 0
2025-08-07 13F Laffer Investments 14 421 131,59 713 153,74
2025-07-21 13F J2 Capital Management Inc 17 330 4,17 857 13,96
2025-07-29 13F Signature Estate & Investment Advisors Llc 251 653 1,65 12 447 11,09
2025-07-22 13F Stanich Group LLC 5 492 −3,90 273 5,43
2025-07-16 13F Magnus Financial Group LLC 216 086 0,38 10 688 9,70
2025-07-22 13F Accel Wealth Management 6 937 6,79 343 17,06
2025-08-13 13F Jackson Creek Investment Advisors LLC 18 389 −2,23 1
2025-08-08 13F Bouchey Financial Group Ltd 5 468 0,00 270 9,31
2025-08-07 13F Americana Partners, LLC 6 711 0,00 332 9,24
2025-08-14 13F Sequent Planning LLC 11 113 10,22 550 20,39
2025-08-07 13F Rathbone Brothers plc 133 405 4,78 6 598 14,51
2025-08-12 13F Clearwater Capital Advisors, LLC 0 −100,00 0
2025-07-22 13F Dougherty Wealth Advisers LLC 111 601 6,10 5 520 15,95
2025-08-05 13F Sigma Planning Corp 109 951 3,95 5 438 13,60
2025-08-14 13F Wit, Llc 36 463 364 5,92 1 803 478 15,74
2025-07-07 13F First Citizens Financial Corp 36 364 −22,40 1 799 −15,19
2025-05-07 13F Ironsides Asset Advisors, LLC 0 −100,00 0
2025-08-04 13F Partners in Financial Planning 305 905 −2,09 15 130 6,99
2025-07-14 13F Chapin Davis, Inc. 28 233 2,49 1 396 12,04
2025-07-17 13F Summit Financial Strategies, Inc. 74 746 0,60 3 697 9,93
2025-07-18 13F Columbia Asset Management 14 423 0,29 713 9,69
2025-05-07 13F Spectrum Wealth Counsel, LLC 50 0,00 2 0,00
2025-07-29 13F Activest Wealth Management 5 910 −2,25 292 6,96
2025-08-11 13F Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 17 900 0,00 1
2025-08-14 13F Note Advisors, LLC 9 425 −37,10 466 −31,27
2025-07-30 13F Princeton Global Asset Management LLC 30 686 6,02 1 518 15,89
2025-08-14 13F TT Capital Management LLC 7 998 372
2025-07-22 13F Mascoma Wealth Management LLC 597 0,00 30 7,41
2025-07-18 13F Marino, Stram & Associates Llc 7 185 0,07 355 9,57
2025-07-02 13F Howard Financial Services, Ltd. 0 −100,00 0
2025-08-06 13F Stonebridge Financial Planning Group, LLC 28 393 −1,66 1 404 7,50
2025-08-13 13F Millington Financial Advisors, LLC 3 973 204
2025-08-05 13F NewSquare Capital LLC 150 998 0,47 7 468 9,79
2025-07-25 13F Cwm, Llc 138 033 1,62 7 0,00
2025-07-22 13F Berger Financial Group, Inc 42 365 −1,19 2 095 7,99
2025-08-29 NP JSPCX - Janus Henderson Global Allocation Fund - Conservative Class T 175 406 −1,02 8 676 8,17
2025-08-14 13F Common Fund For Nonprofit Organizations 139 445 −44,55 6 897 −39,41
2025-07-23 13F Charter Trust Co 216 925 1,62 10 729 11,05
2025-08-14 13F Quantitative Investment Management, LLC 33 597 2
2025-08-14 13F Wealth Preservation Advisors, LLC 1 584 0,00 78 9,86
2025-07-31 13F Buckingham Strategic Partners 414 046 19,23 20 479 30,30
2025-08-14 13F LifePlan Investment Advisors, Inc. 41 089 14,33 2 032 24,97
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 462 23
2025-08-06 13F S&t Bank/pa 1 629 −2,51 81 6,67
2025-08-11 13F Atlantic Private Wealth, LLC 159 0,00 8 0,00
2025-04-15 13F Noble Wealth Management PBC 3 517 0,43 159 3,25
2025-07-07 13F Kings Path Partners LLC 216 073 6,16 10 687 16,01
2025-08-06 13F Thompson Siegel & Walmsley Llc 7 818 0,00 0
2025-09-05 13F/A Prospera Capital Management, LLC 5 409 7,75 268 17,62
2025-08-12 13F Integrated Advisors Network LLC 198 651 −1,84 9 825 7,27
2025-07-31 13F Oak Harbor Wealth Partners, Llc 9 374 13,65 464 24,13
2025-08-08 13F Kingsview Wealth Management, LLC 61 416 1,65 3 038 11,08
2025-08-08 13F Burling Wealth Partners, Llc 49 909 −2,53 2 468 6,52
2025-07-18 13F Naples Global Advisors, Llc 94 131 0,14 4 656 9,43
2025-07-22 13F Journey Beyond Wealth, LLC 91 394 29,97 4 520 42,05
2025-08-05 13F Fourth Dimension Wealth, LLC 158 0,00 8 0,00
2025-05-14 13F Quartz Partners, LLC 0 −100,00 0
2025-07-08 13F Northstar Advisory Group, LLC 5 106 −1,64 253 7,69
2025-08-12 13F PKS Advisory Services, LLC 13 993 −0,03 692 9,32
2025-07-17 13F Applied Capital LLC 150 200 1,63 7 429 11,05
2025-07-15 13F Pitti Group Wealth Management, LLC 6 090 3,71 301 13,58
2025-07-24 13F True Link Financial Advisors, LLC 12 176 0,22 602 9,65
2025-07-23 13F Ameliora Wealth Management Ltd. 5 000 0,00 247 9,29
2025-05-05 13F Morningstar Investment Services LLC 235 987 −48,76 11 −50,00
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 8 511 0,00 421 9,09
2025-07-30 13F Forum Financial Management, LP 12 248 5,96 606 15,68
2025-08-14 13F Financial Engines Advisors L.L.C. 24 203 666 −0,12 1 197 113 9,15
2025-08-05 13F Huntington National Bank 173 896 14,13
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2025-07-31 13F Leavell Investment Management, Inc. 218 130 9,65 10 789 19,83
2025-08-14 13F Keebeck Wealth Management, LLC 4 406 218
2025-07-31 13F Sage Mountain Advisors LLC 5 473 −12,54 271 −4,59
2025-07-28 13F Bridges Investment Management Inc 3 226 154 2,01 159 566 11,47
2025-07-14 13F Chico Wealth RIA 4 705 −0,53 233 8,41
2025-07-23 13F Elevate Wealth Advisory, Inc 522 0,00 26 8,70
2025-08-19 13F Newbridge Financial Services Group, Inc. 304 −21,24 15 −11,76
2025-07-11 13F Petredis Investment Advisors Llc 302 086 905,14 14 941 998,60
2025-07-21 13F Triad Wealth Partners, LLC 11 454 37,62 567 50,53
2025-08-13 13F Nicolet Bankshares Inc 19 330 38,99 956 51,99
2025-07-30 13F Arbor Investment Advisors, LLC 538 604 −0,75 26 639 8,46
2025-08-05 13F Cherry Tree Wealth Management, LLC 122 975 −1,29 6 082 7,88
2025-07-17 13F Northwest Wealth Management, Llc 40 823 −8,42 2 019 0,10
2025-08-08 13F Brickley Wealth Management 58 334 0,15 2 885 9,45
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 4 267 211
2025-07-22 13F Windward Private Wealth Management Inc. 256 427 −0,55 12 683 8,67
2025-07-23 13F Woodside Wealth Management LLC 4 931 0,00 244 8,97
2025-08-13 13F Ofc Financial Planning, Llc 28 954 1,49 1 432 10,92
2025-04-09 13F Fragasso Group Inc. 0 −100,00 0 −100,00
2025-08-13 13F Transce3nd, LLC 1 880 14,22 93 25,68
2025-07-18 13F Arcadia Wealth Management, LLC 238 188 7,19 11 781 17,14
2025-07-17 13F/A Capital Investment Advisors, LLC 165 991 −6,60 8 210 2,05
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 4 417 218
2025-07-11 13F William Howard & Co Financial Advisors Inc 5 527 0,09 273 9,64
2025-07-15 13F GSB Wealth Management, LLC 2 448 434,50 72 260,00
2025-07-30 13F D.a. Davidson & Co. 1 676 535 2,78 82 921 12,32
2025-07-07 13F Versant Capital Management, Inc 3 768 2,17 186 12,05
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 31 560 −1,89 1 561 7,22
2025-08-06 13F Wsfs Capital Management, Llc 60 362 23,78 2 985 35,25
2025-08-29 13F Total Investment Management Inc 267 13
2025-08-12 13F Laurel Wealth Advisors LLC 4 600 4 846,24 0 −100,00
2025-07-30 13F Bleakley Financial Group, LLC 34 088 16,76 1 686 27,55
2025-08-08 13F Arvest Bank Trust Division 399 555 1,71 19 762 11,15
2025-08-14 13F Waterford Advisors, LLC 1 357 −99,29 9 847 13,89
2025-07-30 13F Studio Investment Management Llc 25 013 −3,34 1 237 5,64
2025-08-14 13F Fairview Capital Investment Management, Llc 259 493 6,79 12 835 16,69
2025-07-29 13F Stordahl Capital Management, Inc. 13 206 −1,83 653 7,40
2025-08-19 13F Asset Dedication, LLC 41 815 23,26 2 068 34,72
2025-07-25 13F Allspring Global Investments Holdings, LLC 184 005 −3,23 9 138 5,83
2025-08-27 13F Seneca Financial Advisors LLC 140 292 −1,22 6 939 7,93
2025-08-12 13F Pathstone Holdings, LLC 1 933 506 5,92 94 297 14,25
2025-07-31 13F Brighton Jones Llc 84 768 2,42 4 193 11,94
2025-07-10 13F Orgel Wealth Management, LLC 5 164 −22,46 255 −15,28
2025-07-25 13F Sharp Financial Services, LLC 26 669 10,20 1 319 20,46
2025-07-30 13F Paragon Advisors, LLC 0 −100,00 0
2025-07-14 13F Narus Financial Partners, LLC 23 481 1,75 1 161 11,21
2025-07-30 13F Phoenix Holdings Ltd. 66 558 −1,96 3 291 7,16
2025-08-13 13F Global Endowment Management, LP 298 000 0,00 14 739 9,28
2025-07-14 13F Caitlin John, LLC 4 661 0,02 231 9,52
2025-07-22 13F Powell Investment Advisors, LLC 47 689 0,18 2 359 9,47
2025-07-25 13F GFS Advisors, LLC 503 370 −1,43 24 897 7,72
2025-07-10 13F Security National Bank 2 392 −2,21 118 7,27
2025-07-18 13F Magnolia Private Wealth, LLC 7 103 −84,93 351 −3,04
2025-07-25 NP UCMCX - Cornerstone Moderately Conservative Fund 19 999 −4,00 940 0,86
2025-08-13 13F Northwestern Mutual Wealth Management Co 71 616 772 4,52 3 542 166 14,22
2025-08-12 13F Financial Advocates Investment Management 49 028 17,19 2 425 28,05
2025-07-01 13F Harbor Investment Advisory, Llc 2 196 −11,49 109 −3,57
2025-07-18 13F Cohen Klingenstein LLC 43 329 0,00 2 143 9,28
2025-07-15 13F Kraft Asset Management, Llc 0 −100,00 0
2025-07-29 NP JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 392 980 −2,93 18 470 2,00
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-08-11 13F Brown Brothers Harriman & Co 107 272 2,42 5 306 11,92
2025-08-14 13F Quantinno Capital Management LP 108 170 41,34 5 350 54,49
2025-08-08 13F L & S Advisors Inc 18 340 13,62 907 24,25
2025-07-28 13F Founders Grove Wealth Partners, Llc 155 423 4,01 7 687 13,68
2025-08-11 13F Angeles Investment Advisors, LLC 25 087 4,54 1 241 14,18
2025-07-29 13F Stratos Wealth Partners, LTD. 247 142 −31,10 12 224 −24,71
2025-08-08 13F VERITY Wealth Advisors 86 117 −0,01 4 259 9,26
2025-07-16 13F Minichmacgregor Wealth Management, Llc 225 902 11 173
2025-08-14 13F Newport Capital Group, LLC 71 323 2,36 3 528 11,86
2025-08-06 13F Van Cleef Asset Management,Inc 437 463 −0,44 21 637 8,79
2025-08-11 13F FineMark National Bank & Trust 15 110 9,96 747 20,29
2025-07-28 13F Aries Wealth Management 39 148 0,17 1 936 9,50
2025-08-07 13F Midwest Trust Co 327 270 16 187
2025-08-14 13F Balanced Rock Investment Advisor 9 671 −11,97 478 −3,82
2025-08-14 13F Modern Wealth Management, LLC 131 249 −6,07 6 492 2,66
2025-07-08 13F Parisi Gray Wealth Management 4 388 −13,64 217 −5,24
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 323 109 2,55 15 981 11,98
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-07-23 13F High Note Wealth, LLC 1 548 −0,90 77 8,57
2025-08-14 13F Financial Advisors Network, Inc. 542 921 5,65 26 853 15,45
2025-08-12 13F Fortis Capital Management LLC 27 785 374,55 1 374 420,45
2025-07-08 13F Braun-Bostich & Associates Inc. 31 461 −13,08 1 556 −5,01
2025-08-14 13F Aprio Wealth Management, LLC 4 679 0,21 231 9,48
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 5 170 −31,96 256 −25,66
2025-07-17 13F Norris Perne & French Llp/mi 53 159 −0,48 2 629 8,77
2025-07-15 13F Garrett Investment Advisors LLC 106 042 0,95 5 245 10,31
2025-04-29 13F Financiere des Professionnels - Fonds d,investissement inc. 0 −100,00 0 −100,00
2025-07-24 13F Morton Brown Family Wealth, LLC 26 693 0,00 1 320 9,27
2025-07-28 13F Cypress Wealth Services, LLC 32 286 22,94 1 597 34,34
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 58 989 177,82 2 918 203,54
2025-07-29 13F Empirical Asset Management, LLC 6 773 20,49 335 31,89
2025-08-06 13F Spurstone Advisory Services, LLC 0 −100,00 0
2025-08-18 13F Front Row Advisors LLC 5 524 −6,77 273 1,87
2025-07-14 13F Friday Financial 22 539 2,86 1 115 11,96
2025-07-22 13F Kickstand Ventures, Llc. 102 029 −6,31 5 046 2,39
2025-07-28 13F Nexus Investment Management ULC 2 457 0,00 122 −23,90
2025-08-15 13F Tower Research Capital LLC (TRC) 1 227 61
2025-08-15 13F Great West Life Assurance Co /can/ 24 177 11,99 1
2025-07-15 13F Gpwm Llc 176 394 −3,22 8 724 5,77
2025-07-22 13F Clarius Group, LLC 32 725 2,71 1 619 12,21
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-05-09 13F Generation Capital Management LLC 0 −100,00 0
2025-07-22 13F Red Door Wealth Management, LLC 23 187 1,13 1 147 10,51
2025-08-11 13F Rothschild Investment Llc 2 876 −7,14 142 1,43
2025-08-05 13F Ellevest, Inc. 337 110 −81,43 16 673 −79,70
2025-07-22 13F Wells Trecaso Financial Group, LLC 61 403 8,00 3 037 17,99
2025-08-05 13F Gibraltar Capital Management, Inc. 5 595 2,12 277 11,74
2025-07-24 13F IFP Advisors, Inc 94 067 −14,00 4 653 −6,02
2025-08-04 13F BLB&B Advisors, LLC 2 490 439 0,34 123 177 9,66
2025-07-23 13F Country Club Bank /gfn 10 501 0,00 519 9,05
2025-07-21 13F Andina Capital Management, LLC 102 872 24,07 5 088 35,61
2025-08-20 NP POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares 41 924 −2,33 2 074 6,75
2025-07-18 13F Union Bancaire Privee, UBP SA 4 292 0,00 187 2,75
2025-07-30 13F Chokshi & Queen Wealth Advisors, Inc 15 650 0,00 774 9,32
2025-07-23 13F WoodTrust Financial Corp 0 −100,00 0
2025-08-14 13F Lazard Asset Management Llc 34 535 −40,12 2 −50,00
2025-07-22 13F Woodmont Investment Counsel Llc 92 416 −0,27 4 571 8,99
2025-08-07 13F Prime Buchholz LLC 264 129 0,01 13 064 9,29
2025-08-11 13F Brass Tax Wealth Management, Inc 5 748 284
2025-08-14 13F Aspen Grove Capital, LLC 69 675 32,62 3 446 44,91
2025-08-07 13F Winthrop Capital Management, LLC 148 0,00 0
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 1 885 0,00 93 9,41
2025-07-14 13F Ai Financial Services Llc 44 052 0,98 2 179 10,33
2025-07-02 13F HBW Advisory Services LLC 15 138 −11,68 749 −3,48
2025-07-22 13F Macroview Investment Management Llc 4 982 246
2025-08-08 13F WASHINGTON TRUST Co 24 335 −8,62 1 204 −0,17
2025-08-13 13F Level Four Advisory Services, Llc 7 121 2,59 352 12,10
2025-07-16 13F True North Advisors, LLC 6 768 −49,11 335 −44,43
2025-07-18 13F Gold Investment Management Ltd. 19 375 1,25 962 11,21
2025-08-11 13F Brown Wealth Management, Llc 13 024 14,00 644 24,56
2025-08-14 13F Financial Advisory Service, Inc. 6 263 0,21 310 9,57
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 11 807 −10,22 584 −2,02
2025-08-13 13F BCJ Capital Management, LLC 13 367 −27,08 661 −20,27
2025-07-16 13F Kennicott Capital Management Llc 4 347 215
2025-08-06 13F Ipsen Advisor Group LLC 4 069 −13,20 201 −5,19
2025-07-18 13F Northeast Financial Group, Inc. 236 825 20,68 11 713 31,87
2025-08-14 13F Glenview Trust Co 104 642 −18,60 5 176 −11,05
2025-07-15 13F MCF Advisors LLC 101 166 19,94 5 004 31,07
2025-08-27 13F/A Squarepoint Ops LLC Put 0 −100,00 0 −100,00
2025-08-05 13F Tiaa Trust, National Association 9 530 244 −5,01 471 366 3,80
2025-07-29 13F John G Ullman & Associates Inc 25 300 −0,04 1 251 9,26
2025-07-09 13F Bulwark Capital Corp 600 30
2025-08-07 13F Argent Advisors, Inc. 5 636 0,00 279 9,02
2025-08-06 13F Atlantic Union Bankshares Corp 204 717 4 195,36 10 125 4 609,30
2025-08-04 13F Live Oak Private Wealth LLC 11 036 0,00 546 9,22
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-05-13 13F Shorepoint Capital Partners LLC 7 595 0,26 344 3,00
2025-07-09 13F Roth Financial Partners LLC 36 048 −5,58 1 783 3,13
2025-07-22 13F Relyea Zuckerberg Hanson LLC 0 −100,00 0
2025-07-22 13F Miracle Mile Advisors, LLC 25 873 460,26 1 280 511,96
2025-07-25 13F Ruedi Wealth Management, Inc. 5 935 −0,42 294 8,92
2025-09-09 13F NWF Advisory Services Inc. 5 024 249
2025-09-04 13F/A Advisor Group Holdings, Inc. 2 383 174 12,27 117 914 22,67
2025-07-29 13F Balboa Wealth Partners 44 509 18,32 2 201 29,32
2025-05-15 13F Cook Wealth Management Group Llc 0 −100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 35 569 −10,25 1 759 −1,90
2025-07-09 13F Goelzer Investment Management, Inc. 15 073 1,76 746 11,19
2025-08-07 13F Aegis Wealth Management LLC 66 706 0,00 3 019 0,00
2025-07-16 13F Blue Oak Capital, LLC 0 −100,00 0
2025-08-15 13F Chapman Financial Group, Llc 50 0,00 2 0,00
2025-07-10 13F Sharkey, Howes & Javer 72 862 23,87 3 604 35,35
2025-05-28 13F Wealth Management Associates, Inc. 0 −100,00 0 −100,00
2025-07-21 13F Ameritas Advisory Services, LLC 85 041 −38,89 4 206 −33,03
2025-08-11 13F Blue Bell Private Wealth Management, Llc 5 854 69,48 290 85,26
2025-04-29 13F Financial Network Wealth Management LLC 5 477 −0,58 0
2025-07-25 13F Landmark Wealth Management, LLC 91 168 −3,06 5 0,00
2025-07-31 13F Fedenia Advisers LLC 66 886 9,25 3 308 19,38
2025-08-11 13F Strategic Wealth Partners, Ltd. 4 077 −27,64 202 −21,48
2025-08-06 13F Rialto Wealth Management, LLC 49 179 −2,44 2 432 6,62
2025-08-12 13F NFP Retirement, Inc. 230 045 48,81 11 378 62,64
2025-07-30 13F Eqis Capital Management, Inc. 28 824 13,79 1 426 24,35
2025-08-08 13F Smithfield Trust Co 1 032 011 −3,10 51 4,17
2025-07-14 13F Foster Group, Inc. 244 725 13,23 12 104 23,74
2025-07-16 13F Novem Group 25 121 6,02 1 242 15,86
2025-07-25 13F Libra Wealth Llc 7 333 14,27 363 24,83
2025-07-21 13F Ascent Group, LLC 166 852 −3,01 8 252 5,99
2025-04-09 13F Wallace Advisory Group, LLC 0 −100,00 0
2025-08-05 13F Telos Capital Management, Inc. 8 002 −4,31 396 4,50
2025-07-16 13F GoalFusion Wealth Management, LLC 104 122 −1,38 5 150 7,76
2025-08-11 13F HHM Wealth Advisors, LLC 3 680 0,00 182 9,64
2025-07-15 13F Maseco Llp 36 111 1 786
2025-07-18 13F Bartlett & Co. Wealth Management Llc 159 256 0,02 7 877 9,30
2025-08-06 13F Decker Retirement Planning Inc. 190 9
2025-07-28 13F Curated Wealth Partners LLC 16 693 −6,51 826 2,10
2025-05-15 13F Hall Laurie J Trustee 0 −100,00 0
2025-07-28 13F DORVAL Corp 241 765 7,16 11 958 18,49
2025-07-29 13F Rodgers & Associates, LTD 131 605 −0,92 6 509 8,28
2025-08-01 13F Teacher Retirement System Of Texas 0 −100,00 0
2025-08-06 13F SP Asset Management LLC 26 480 −1,26 1 310 7,91
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 243 050 −1,48 12 021 7,66
2025-07-10 13F American Financial Advisors, LLC 63 487 5,75 3 140 15,57
2025-08-06 13F Atlas Legacy Advisors, LLC 38 220 28,83 1 890 40,83
2025-07-15 13F Fortitude Family Office, LLC 80 803 54,97 3 997 69,39
2025-08-12 13F Fairscale Capital, LLC 767 0,00 38 11,76
2025-08-11 13F Compass Capital Corp /ma/ /adv 26 748 −1,76 1 276 6,42
2025-08-13 13F M&t Bank Corp 2 584 050 −2,19 127 807 6,89
2025-07-24 13F Ulland Investment Advisors, LLC 335 0,00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-14 13F Arete Wealth Advisors, LLC 120 283 3,24 6 0,00
2025-07-11 13F Myecfo, Llc 115 027 3,82 5 689 13,46
2025-08-08 13F Advisors Capital Management, LLC 5 513 19,12 273 30,14
2025-07-25 NP SRGAX - Stringer Growth Fund Class A Shares 0 −100,00 0 −100,00
2025-07-14 13F Hoey Investments, Inc 1 839 91
2025-07-28 13F WealthPLAN Partners, LLC 4 536 −11,99 224 −3,86
2025-08-08 13F VeraBank, N.A. 6 302 −1,25 312 7,99
2025-08-14 13F Sterling Wealth Management, Inc. 197 505 −0,83 9 769 11,37
2025-07-29 13F Foster & Motley Inc 37 480 26,44 2 0,00
2025-07-24 13F McKinley Carter Wealth Services, Inc. 13 240 −1,71 655 7,39
2025-08-12 13F Zacks Investment Management 16 546 −5,80 818 2,89
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 21 533 53,11 1 065 67,45
2025-07-23 13F Narwhal Capital Management 0 −100,00 0
2025-08-14 13F Stage Harbor Financial, Llc 6 768 −6,17 335 2,45
2025-06-25 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 0 −100,00 0 −100,00
2025-07-10 13F Aua Capital Management, Llc 7 391 0,00 366 9,28
2025-08-14 13F Toroso Investments, LLC 851 938 −12,87 42 137 −4,78
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 29 200 1 444
2025-07-18 13F Provident Wealth Management, LLC 213 11
2025-07-09 13F Brand Asset Management Group, Inc. 37 419 6,63 1 851 16,50
2025-08-13 13F Martin & Co Inc /tn/ 294 600 −0,34 14 571 8,91
2025-08-13 13F Wrenne Financial Planning LLC 219 664 12,06 10 865 22,45
2025-06-26 NP ARP - PMV Adaptive Risk Parity ETF 45 838 585,79 2 074 600,68
2025-08-12 13F Martin Worley Group 82 638 −1,58 4 087 7,55
2025-07-09 13F Pallas Capital Advisors LLC 5 602 −0,64 277 8,63
2025-07-29 13F Ariston Services Group 187 052 0,00 9 252 9,29
2025-08-14 13F Advisor OS, LLC 0 −100,00 0
2025-08-12 13F Cadence Wealth Management LLC 62 928 17,37 3 112 28,28
2025-08-13 13F Crescent Grove Advisors, LLC 37 688 3,83 1 864 13,52
2025-07-30 NP CCMG - CCM Global Equity ETF 1 255 283 −0,31 58 998 4,75
2025-07-22 13F Highland Capital Management, Llc 26 097 −1,27 1 291 7,86
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 2 985 957 −1,65 147 685 7,47
2025-06-03 13F/A First National Bank Of Omaha 59 494 −18,44 2 693 −10,21
2025-07-24 13F Eastern Bank 33 355 −10,37 1 650 −2,08
2025-07-18 13F Nabity-Jensen Investment Management Inc 34 118 1,41 1 687 10,84
2025-07-25 13F One Degree Advisors Inc 99 776 −0,02 5 0,00
2025-08-14 13F KKM Financial LLC 5 931 0,00 296 8,86
2025-07-11 13F LongView Wealth Management 23 847 −12,47 1 179 −4,38
2025-07-21 13F Qrg Capital Management, Inc. 14 483 34,65 716 47,33
2025-07-23 13F Kingswood Wealth Advisors, Llc 12 349 −9,82 611 −1,45
2025-08-15 13F Resources Management Corp /ct/ /adv 5 235 −4,30 0
2025-07-10 13F Piscataqua Savings Bank 1 074 0,00 53 10,42
2025-07-17 13F Fifth Third Securities, Inc. 80 772 4,75 3 995 14,50
2025-08-13 13F Ally Invest Advisors Inc. 1 345 970 1,26 66 571 10,65
2025-07-15 13F Five Pine Wealth Management 5 008 −4,70 248 4,22
2025-08-13 13F Berkshire Asset Management Llc/pa 72 959 0,00 3 609 7,70
2025-08-14 13F Dimension Capital Management Llc 7 852 0,00 388 9,30
2025-07-22 13F Aspire Private Capital, LLC 135 942 −5,46 6 724 3,32
2025-07-23 13F Nelson Capital Management, LLC 151 559 0,69 7 496 10,04
2025-07-25 13F Hassell Wealth Management, LLC 28 334 6,58 1 452 25,52
2025-07-08 13F Chemistry Wealth Management LLC 23 686 −2,51 1 172 6,55
2025-07-22 13F Oak Hill Wealth Advisors, Llc 295 168 −12,77 14 646 −4,37
2025-08-11 13F United Capital Financial Advisers, Llc 233 206 −3,30 11 534 5,67
2025-07-09 13F Camelot Technology Advisors, Inc. 0 −100,00 0
2025-07-28 13F Baker Boyer National Bank 11 030 1,86 546 11,22
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 92 −60,17 5 −60,00
2025-08-04 13F Simon Quick Advisors, Llc 376 351 153,52 18 614 177,08
2025-08-13 13F Argyle Capital Partners, LLC 40 720 −9,79 2 014 −1,42
2025-08-01 13F Chilton Capital Management Llc 96 324 −0,76 4 764 8,47
2025-08-14 13F Strategic Wealth Designers 83 4
2025-08-12 13F Weik Capital Management 14 425 0,00 713 9,36
2025-07-15 13F Fifth Third Bancorp 1 680 576 4,91 83 121 14,64
2025-07-22 13F Aquire Wealth Advisors, LLC 17 260 −1,25 854 7,84
2025-08-14 13F Wick Capital Partners, LLC 29 936 260
2025-08-13 13F Mackenzie Financial Corp 309 493 2,40 15 308 11,90
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-31 13F Silver Oak Advisory Group, Inc. 7 946 −28,54 0
2025-07-22 13F DAVENPORT & Co LLC 663 734 8,58 32 828 18,65
2025-07-23 NP IRSPX - Voya Target Retirement 2045 Fund Class I 141 778 −4,21 6 664 0,65
2025-08-12 13F JMG Financial Group, Ltd. 2 889 057 0,48 142 893 9,80
2025-07-18 13F Dogwood Wealth Management LLC 680 0,00 34 10,00
2025-08-01 13F Rossby Financial, LCC 2 907 42,71 144 57,14
2025-08-06 13F Grey Fox Wealth Advisors, LLC 64 646 5,42 3 197 15,21
2025-07-24 13F Trust Co Of Toledo Na /oh/ 29 288 1 449
2025-08-08 13F Pnc Financial Services Group, Inc. 10 217 598 −0,47 505 362 8,77
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 0 0
2025-07-28 13F Harbour Investments, Inc. 207 057 3,09 10 241 12,66
2025-07-08 13F Canandaigua National Bank & Trust Co 60 939 −42,73 3 014 −37,42
2025-07-03 13F Garde Capital, Inc. 482 922 −4,81 23 885 4,02
2025-07-31 13F Schoolcraft Capital LLC 37 774 0,49 1 868 9,82
2025-07-17 13F Fiduciary Advisors, Inc. 34 761 0,28 1 719 9,63
2025-07-23 13F Foresight Capital Management Advisors, Inc. 28 225 −3,15 1 396 5,92
2025-08-05 13F J. W. Coons Advisors, LLC 10 558 0,19 522 9,66
2025-07-15 13F Pictet North America Advisors SA 411 319 329,48 20 344 369,38
2025-07-30 13F Cambridge Capital Management, Llc 28 901 0,08 1 429 9,33
2025-07-30 13F Whittier Trust Co Of Nevada Inc 1 097 310 −1,06 54 262 8,12
2025-08-06 13F Texas Yale Capital Corp. 107 616 1,63 5 323 11,06
2025-08-12 13F Ensign Peak Advisors, Inc 86 918 4 299
2025-08-14 13F Private Wealth Advisors, LLC 83 171 −48,76 4 114 −44,00
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 2 697 697 6,78 133 428 16,69
2025-08-14 13F AllSquare Wealth Management LLC 119 539 −0,74 5 912 8,48
2025-07-23 13F Sachetta, LLC 10 163 4,21 503 13,83
2025-08-14 13F Kovitz Investment Group Partners, LLC 177 719 −0,70 8 790 8,52
2025-08-13 13F Causeway Capital Management Llc 7 149 −76,59 354 −74,44
2025-08-13 13F Fort Sheridan Advisors Llc 59 970 8,14 2 966 18,21
2025-07-16 13F Ayalon Holdings Ltd. 300 0,00 0
2025-08-12 13F Sky-mountain Capital Management, Inc. 8 804 −14,07 447 −3,67
2025-07-15 13F North Star Investment Management Corp. 35 781 12,61 1 770 23,02
2025-08-12 13F Richard W. Paul & Associates, LLC 5 324 −2,31 263 6,91
2025-07-29 13F Monument Group Wealth Advisors, LLC 41 780 −5,45 2 066 3,35
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 598 543 0,00 29 604 9,28
2025-07-10 13F Perkins Coie Trust Co 4 378 4,44 216 14,29
2025-07-17 13F Cairn Investment Group, Inc. 227 668 −1,19 11 10,00
2025-07-21 13F DHJJ Financial Advisors, Ltd. 3 910 13,66 193 24,52
2025-07-21 13F Sageworth Trust Co 57 138 −1,19 2 826 7,99
2025-08-07 13F WESCAP Management Group, Inc. 41 186 −15,68 2 037 −7,83
2025-08-14 13F Cardiff Park Advisors, Llc 162 688 4,64 8 047 14,35
2025-08-14 13F Clarity Capital Advisors, LLC 26 387 −5,66 1 305 3,16
2025-08-14 13F Tikvah Management LLC 101 580 0,00 5 024 9,29
2025-08-15 13F WealthCollab, LLC 10 642 0,00 526 9,36
2025-07-28 13F RCS Financial Planning, LLC 17 541 58,11 868 72,71
2025-07-31 13F GenTrust, LLC 1 130 386 −21,68 55 909 −14,41
2025-08-26 NP IRGPX - Voya Retirement Growth Portfolio Class ADV 708 749 35 055
2025-07-29 13F Salomon & Ludwin, LLC 62 992 −0,38 3 137 9,57
2025-07-29 13F Yoffe Investment Management, LLC 5 529 0,00 273 9,20
2025-08-05 13F Lincoln National Corp 2 144 527 8,60 106 068 18,68
2025-07-30 13F Klingman & Associates, LLC 984 182 21,76 48 678 33,06
2025-07-31 13F Moloney Securities Asset Management, LLC 4 895 3,73 242 13,62
2025-08-13 13F SageView Advisory Group, LLC 26 345 0,22 1 329 11,69
2025-07-23 NP VTUFX - Voya Target Retirement 2065 Fund Class R6 18 417 7,31 866 12,78
2025-07-21 13F Cromwell Holdings LLC 0 −100,00 0
2025-07-31 13F Curio Wealth, Llc 1 270 18 042,86 63 −57,24
2025-07-17 13F Oak Family Advisors, Llc 6 577 0,31 325 9,80
2025-07-18 13F SigFig Wealth Management, LLC 281 483 0,67 13 901 11,41
2025-08-19 13F National Asset Management, Inc. 95 066 −27,85 4 702 −18,98
2025-08-05 13F Bank Of Montreal /can/ 3 110 193 0,25 153 830 9,55
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F 24 000 −11,11 1 187 −2,86
2025-07-25 13F Investment Advisory Group, LLC 21 027 −4,17 1 040 4,63
2025-08-06 13F Strategic Financial Partners, Ltd. 157 066 179,36 7 769 205,35
2025-08-28 NP GPAAX - Grant Park Multi Alternative Strategies Fund Class A 120 082 45,15 5 939 58,63
2025-08-14 13F Tandem Financial, LLC 0 −100,00 0
2025-08-14 13F Jasper Ridge Partners, L.P. 6 256 903 85,90 309 466 103,15
2025-07-09 13F Breakwater Investment Management 109 579 −0,08 5 420 9,19
2025-08-26 NP EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K 41 350 157,63 2 045 181,68
2025-07-02 13F Central Pacific Bank - Trust Division 75 0,00 4 0,00
2025-07-31 13F Darden Wealth Group Inc 6 900 341
2025-07-28 13F CGC Financial Services, LLC 7 147 −7,16 354 1,44
2025-08-12 13F Archer Investment Corp 23 644 10,95 1 169 21,27
2025-08-13 13F Continuum Advisory, LLC 29 392 8,87 1 454 19,00
2025-08-26 NP IRCAX - Voya Retirement Conservative Portfolio Class ADV 103 400 5 114
2025-08-11 13F Kirtland Hills Capital Management, Llc 6 475 0,06 320 14,29
2025-08-11 13F Diversified Portfolios, Inc. 24 899 −34,61 1 232 −28,55
2025-08-01 13F Vision Financial Markets Llc 0 −100,00 0
2025-08-13 13F MetLife Investment Management, LLC 65 950 −2,15 3 262 6,92
2025-08-12 13F Summit Global Investments 9 003 −4,23 0
2025-08-11 13F CFS Investment Advisory Services, LLC 142 888 1,22 7 16,67
2025-08-13 13F Capital Advisors Wealth Management, LLC 5 037 −7,51 249 1,22
2025-07-23 13F Proffitt & Goodson Inc 554 740 −0,70 27 437 8,52
2025-07-07 13F Greenfield Savings Bank 19 222 39,68 951 52,73
2025-08-14 13F Bnp Paribas Arbitrage, Sa 755 400 424,26 37 362 472,95
2025-08-06 13F DDFG, Inc 97 883 −0,68 4 841 8,54
2025-07-10 13F Family Legacy Financial Solutions, LLC 352 17
2025-07-15 13F Family Wealth Partners, Llc 39 881 51,17 1 973 65,30
2025-07-18 13F Pure Financial Advisors, Inc. 2 086 225 3,61 103 185 13,23
2025-07-25 13F Sovereign Financial Group, Inc. 195 957 3,29 9 692 12,88
2025-07-09 13F Krilogy Financial LLC 30 750 −5,89 1 521 2,84
2025-08-07 13F Retirement Investment Advisors, Inc. 27 291 −0,32 1 350 8,88
2025-08-05 13F Dunhill Financial, LLC 786 269,01 39 322,22
2025-08-11 13F CBIZ Investment Advisory Services, LLC 3 192 0,00 158 9,03
2025-07-22 13F MAS Advisors LLC 6 754 2,33 334 12,08
2025-07-30 13F Advantage Trust Co 1 221 0,00 60 9,09
2025-08-13 13F Russell Investments Group, Ltd. 14 899 25,49 737 37,06
2025-07-31 13F Manuka Financial, LLC 57 675 −20,30 2 854 −12,89
2025-08-12 13F Journey Strategic Wealth Llc 35 203 36,11 1 741 48,80
2025-08-13 13F Sepio Capital, LP 621 473 −1,65 30 738 7,48
2025-07-25 13F Van Strum & Towne Inc. 73 034 −0,48 3 612 8,76
2025-07-23 13F Prime Capital Investment Advisors, LLC 31 885 −66,11 1 577 −62,96
2025-07-29 13F Millburn Ridgefield Corp 6 769 065 −11,04 334 798 −2,79
2025-08-13 13F Per Stirling Capital Management, LLC. 24 084 −63,41 1 191 −60,02
2025-07-31 13F Washington Trust Advisors, Inc. 17 260 0,66 854 9,92
2025-07-10 13F Bigelow Investment Advisors, LLC 18 874 −9,81 934 −1,48
2025-07-16 13F Register Financial Advisors LLC 1 422 −11,24 70 −2,78
2025-08-14 13F Tudor Investment Corp Et Al 91 782 1,03 4 540 10,41
2025-07-17 13F Vermillion Wealth Management, Inc. 751 0,00 37 12,12
2025-07-14 13F Gridiron Partners, LLC 31 171 0,00 1 542 9,29
2025-07-22 13F SOL Capital Management CO 66 215 33,93 3 50,00
2025-07-11 13F Eagle Bay Advisors LLC 123 682 −10,91 6 117 −2,64
2025-07-14 13F Sowell Financial Services LLC 30 736 8,43 1 520 18,56
2025-07-28 13F RFG Advisory, LLC 107 656 −7,26 5 325 1,35
2025-08-14 13F Potomac Fund Management Inc /adv 6 576 −4,04 330 11,11
2025-07-08 13F Twele Capital Management, Inc. 262 298 0,65 12 973 9,99
2025-08-29 NP MOOD - Relative Sentiment Tactical Allocation ETF 97 445 256,47 4 820 289,57
2025-07-29 13F Roof Eidam & Maycock/adv 22 916 1,87 1 133 11,30
2025-07-08 13F Hickory Point Bank & Trust 19 959 0,00 987 9,30
2025-07-17 13F Paradigm Financial Partners, Llc 17 607 75,96 871 92,48
2025-08-25 13F/A Neuberger Berman Group LLC 349 308 −3,91 17 277 5,01
2025-07-30 13F Exencial Wealth Advisors, Llc 360 324 −2,23 17 822 6,84
2025-08-05 13F Burney Co/ 73 883 −0,13 3 654 9,14
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 99 0,00 5 0,00
2025-07-17 13F Archford Capital Strategies, LLC 37 807 −44,28 1 870 −39,14
2025-08-08 13F Hudock, Inc. 610 640 7,69 30 202 17,68
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-07-22 13F Bay Harbor Wealth Management, LLC 160 132 −1,95 7 920 7,16
2025-07-03 13F Lam Group, Inc. 15 005 0,00 742 9,28
2025-07-15 13F Sightline Wealth Advisors, LLC 21 030 1,90 1 040 11,35
2025-07-15 13F DB Fitzpatrick & Co, Inc 24 973 1,33 1 235 10,76
2025-08-08 13F Blankinship & Foster, LLC 291 943 −1,18 14 440 7,99
2025-08-13 13F Fiduciary Group LLC 147 307 2,69 7 286 12,22
2025-08-11 13F Traub Capital Management LLC 300 15
2025-07-29 13F AssuredPartners Investment Advisors, LLC 13 346 −74,35 660 −71,96
2025-07-28 13F Pettinga Financial Advisors, LLC 5 990 −0,71 296 8,42
2025-08-05 13F South Dakota Investment Council 14 033 302 0,05 694 9,46
2025-08-11 13F Bradley Foster & Sargent Inc/ct 127 953 −0,90 6 329 8,30
2025-08-12 13F Nuveen, LLC 434 119 −21,77 21 472 −14,51
2025-08-14 13F C M Bidwell & Associates Ltd 24 916 −2,41 1 232 6,67
2025-07-11 13F Quantum Financial Advisors, LLC 15 384 2,30 761 11,76
2025-07-14 13F Farmers & Merchants Investments Inc 1 658 374 3,56 82 023 13,17
2025-07-31 13F Prudent Man Advisors, LLC 18 439 −1,29 1 034 7,94
2025-07-17 13F Patton Albertson Miller Group, Llc 6 625 0,00 328 9,36
2025-08-12 13F RiverFront Investment Group, LLC 6 975 0,00 345 9,21
2025-08-12 13F Twin Focus Capital Partners, Llc 205 330 −0,11 10 156 9,16
2025-08-07 13F Parkside Financial Bank & Trust 132 650 6,64 6 561 16,54
2025-07-25 13F Community Bank, N.A. 39 878 −8,20 1 972 0,31
2025-07-31 13F Topsail Wealth Management, LLC 29 562 0,00 1 462 9,35
2025-07-18 13F Community Bank & Trust, Waco, Texas 4 707 5,61 0
2025-07-03 13F Whitcomb & Hess, Inc. 351 683 0,70 17 394 10,05
2025-08-26 NP UPAR - UPAR Ultra Risk Parity ETF 56 389 −21,42 2 789 −14,14
2025-07-14 13F Park Avenue Securities Llc 195 806 6,56 10 12,50
2025-07-23 13F Venturi Wealth Management, LLC 331 984 2,56 16 420 12,08
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 8 220 −5,28 421 11,41
2025-08-14 13F Marquette Associates, Inc. 0 −100,00 0
2025-08-14 13F Coastal Bridge Advisors, LLC 4 593 −93,88 227 682,76
2025-07-21 13F Monticello Wealth Management, Llc 104 743 0,25 5 181 9,56
2025-08-05 13F 5T Wealth, LLC 8 375 84,84 414 101,95
2025-08-14 13F SWAN Capital LLC 0 −100,00 0
2025-08-06 13F Sound Financial Strategies Group, LLC 7 350 −57,85 364 −53,99
2025-08-08 13F Advyzon Investment Management, LLC 8 291 410
2025-08-12 13F YANKCOM Partnership 76 030 11,17 3 761 21,49
2025-08-06 13F Csenge Advisory Group 49 757 2,72 2 339 11,49
2025-08-14 13F Crestmont Private Wealth LLC 288 458 0,16 14 267 9,46
2025-07-30 13F Clune & Associates, Ltd. 21 206 0,23 1 049 9,51
2025-07-29 13F Stephens Inc /ar/ 177 864 0,33 8 797 9,65
2025-08-08 13F JFG Wealth Management, LLC 585 136 11,22 28 941 21,54
2025-08-14 13F DHK Financial Advisors, Inc. 32 803 −3,32 1 622 5,67
2025-08-08 13F Avantax Advisory Services, Inc. 949 158 24,09 46 945 35,60
2025-08-14 13F Daiwa Securities Group Inc. 21 −30,00 0
2025-08-11 13F Delta Asset Management Llc/tn 200 0,00 10 0,00
2025-07-29 13F Fundamentun, Llc 5 992 −57,32 296 −53,39
2025-07-31 13F Catalyst Capital Advisors LLC 6 769 065 −11,04 334 798 −2,79
2025-08-12 13F Titleist Asset Management, Llc 48 707 −1,86 2 409 7,26
2025-07-14 13F Pacifica Partners Inc. 1 778 14,86 88 26,09
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 49 137 0,00 2 224 0,00
2025-07-18 13F Alley Investment Management Company, LLC 98 952 0,19 4 894 9,51
2025-05-09 13F Investment Counsel Co Of Nevada 0 −100,00 0
2025-08-15 13F CI Private Wealth, LLC 13 246 257 104,64 650 661 122,09
2025-08-06 13F Capasso Planning Partners LLC 4 817 −8,61 238 0,00
2025-08-12 13F Ade, Llc 10 551 0,75 522 10,15
2025-07-21 13F Stash Investments, LLC 277 032 3,95 13 702 13,61
2025-08-28 13F Midwestern Financial, LLC /IA 31 517 1 559
2025-07-24 13F Brandywine Oak Private Wealth Llc 669 800 −1,44 33 128 7,71
2025-07-23 13F TriaGen Wealth Management LLC 8 633 427
2025-07-15 13F Legacy Financial Group LLC 6 871 0,56 340 9,71
2025-08-12 13F Park Square Financial Group, LLC 1 902 −4,80 94 4,44
2025-07-17 13F Nova R Wealth, Inc. 32 891 0,15 1 627 9,42
2025-08-13 13F First Trust Advisors Lp 34 401 2,66 1 701 12,20
2025-07-30 13F/A Old Point Trust & Financial Services N A 31 −87,14 2 −90,00
2025-08-12 13F Vickerman Investment Advisors, Inc. 4 529 0,00 224 9,80
2025-07-14 13F Brady Martz Wealth Solutions, LLC 123 935 −0,65 6 130 8,57
2025-08-14 13F Cura Wealth Advisors, Llc 13 940 27,84 689 39,76
2025-08-14 13F Prestige Wealth Management Group LLC 178 0,00 9 0,00
2025-07-02 13F Waller Financial Planning Group, Inc 20 229 −10,12 1 001 −1,77
2025-08-06 13F North Capital, Inc. 12 517 0,23 619 9,56
2025-07-10 13F Polianta Ltd 189 500 3,27 9 12,50
2025-08-05 13F Hills Bank & Trust Co 972 070 8,33 48 079 18,38
2025-07-16 13F Colton Groome Financial Advisors, Llc 6 351 0,02 314 9,41
2025-07-10 13F Uptown Financial Advisors LLC 8 249 −0,91 408 8,24
2025-07-31 13F Wright Fund Managment, LLC 12 892 0,00 583 0,00
2025-04-29 13F Callan Capital, LLC 702 638 5,64 31 801 8,57
2025-08-04 13F Econ Financial Services Corp 113 039 −1,12 5 591 8,04
2025-08-14 13F Van Eck Associates Corp 164 0,00 0
2025-08-05 13F Peregrine Asset Advisers, Inc. 4 152 205
2025-08-12 13F Nemes Rush Group LLC 624 −31,43 31 −26,83
2025-07-23 13F Richardson Capital Management LLC 154 17,56 8 40,00
2025-08-12 13F Blueprint Investment Partners LLC 70 981 373,11 3 511 416,94
2025-07-17 13F Moody Lynn & Lieberson, Llc 6 736 −0,91 333 8,47
2025-07-01 13F Burkett Financial Services, Llc 4 844 −0,94 240 8,14
2025-08-06 13F Horan Securities, Inc. 16 005 4,48 792 14,14
2025-08-08 13F Emerald Investment Partners, Llc 28 134 −0,74 1 391 8,50
2025-07-08 13F FF Advisors,LLC 185 200 1,19 9 160 8,79
2025-08-14 13F Seneschal Advisors, LLC 5 125 −9,91 253 −1,56
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 272 319 117,24 13 469 137,15
2025-07-21 13F Kennebec Savings Bank 3 269 −4,75 162 3,87
2025-07-29 13F Kanawha Capital Management Llc 114 518 −0,32 5 664 8,94
2025-07-21 13F Fortis Capital Advisors, LLC 13 983 −13,28 692 −5,21
2025-08-08 13F Altfest L J & Co Inc 4 995 −13,42 247 −5,36
2025-05-07 13F Syntax Research, Inc. 0 −100,00 0
2025-07-15 13F Graypoint LLC 8 482 0,35 420 9,69
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 51 012 −12,89 2 523 −4,79
2025-08-12 13F Power Wealth Management Llc 4 750 0,00 235 9,35
2025-07-21 13F Capital Planning LLC 4 567 0,00 226 9,22
2025-07-28 13F BRYN MAWR TRUST Co 738 613 −0,74 36 532 8,47
2025-08-08 13F Pinney & Scofield, Inc. 8 135 0,00 402 9,24
2025-08-14 13F Catalyst Financial Partners Llc 28 707 23,38 1 420 34,76
2025-07-18 13F Lynx Investment Advisory 15 050 −0,57 744 8,61
2025-08-11 13F Aspen Investment Management Inc 21 892 1,87 1
2025-08-27 NP QCGLRX - Global Equities Account Class R1 434 119 −21,77 21 472 −14,51
2025-08-12 13F Absolute Capital Management, LLC 17 368 3,65 859 13,32
2025-07-22 13F Old National Bancorp /in/ 498 530 29,64 24 657 41,67
2025-07-28 13F Cushing Capital Partners, LLC 32 696 4,84 1 617 14,60
2025-08-01 13F Wincap Financial Llc 5 630 278
2025-07-14 13F S.A. Mason LLC 4 720 −2,46 233 6,39
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 12 906 21,46 638 32,92
2025-08-04 13F Golden Road Advisors Llc 41 014 3,48 2 029 13,11
2025-07-30 13F Insight Advisors, LLC/ PA 6 800 −0,64 336 8,74
2025-09-04 13F ZynergyRetirementPlanningLLC 0 −100,00 0
2025-08-14 13F Garden State Investment Advisory Services LLC 52 375 13,56 2 595 28,15
2025-07-09 13F Hardin Capital Partners, LLC 46 651 2,94 2 317 12,92
2025-07-16 13F St Germain D J Co Inc 106 346 −0,37 5 260 8,86
2025-07-29 13F Ballast, Inc. 0 −100,00 0
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 63 417 −8,90 3 124 −0,54
2025-07-22 13F Strid Group, LLC 1 045 500 −0,65 51 710 8,57
2025-08-06 13F Pekin Hardy Strauss, Inc. 8 413 −76,98 416 −74,85
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-07-23 13F BankPlus Trust Department 446 0,00 22 10,00
2025-07-30 13F Black Diamond Financial, LLC 23 631 0,25 1 169 9,57
2025-08-12 13F Jaffetilchin Investment Partners, LLC 11 204 −2,86 554 6,13
2025-07-17 13F Neumann Capital Management, LLC 6 300 −37,62 312 −31,95
2025-07-18 13F PBMares Wealth Management LLC 19 268 −8,08 953 0,42
2025-07-28 13F Axxcess Wealth Management, Llc 725 631 1,79 35 890 11,23
2025-08-11 13F Tidemark, LLC 766 0,00 38 8,82
2025-07-17 13F Hengehold Capital Management Llc 5 256 260
2025-08-13 13F Elgethun Capital Management 29 907 −0,87 1 479 8,35
2025-07-22 13F Three Bridge Wealth Advisors, LLC 192 722 2,86 9 532 12,41
2025-08-04 13F Silver Coast Investments LLC 355 006 −1,46 17 559 7,69
2025-08-13 13F Victory Capital Management Inc 1 939 912 −13,16 95 948 −5,11
2025-07-22 13F MGO Private Wealth, LLC 113 279 −2,13 5 603 6,95
2025-04-23 13F Sunesis Advisors, LLC 25 219 0,00 1 141 2,79
2025-07-29 13F Arcus Capital Partners, LLC 0 −100,00 0
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 4 727 0,02 234 9,39
2025-08-14 13F Qube Research & Technologies Ltd 54 879 2 714
2025-07-25 13F St. Louis Trust Co 184 792 −1,30 9 140 7,86
2025-08-04 13F MeadowBrook Investment Advisors LLC 10 111 −7,80 500 0,81
2025-08-14 13F Icon Wealth Advisors, LLC 9 597 0,08 475 9,47
2025-05-15 13F/A Orion Portfolio Solutions, LLC 1 029 957 19,25 46 616 22,55
2025-07-31 13F BIP Wealth, LLC 302 224 −3,47 14 948 5,50
2025-07-29 NP JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 301 807 −7,39 14 185 −2,70
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 7 924 0,66 392 9,83
2025-08-12 13F Archvest Wealth Advisors, Inc. 5 281 −48,11 261 −43,26
2025-07-23 13F Sax Wealth Advisors, Llc 27 116 −29,13 1 341 −22,53
2025-08-06 13F Penserra Capital Management LLC 280 746 14
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 90 572 −2,05 4 480 7,05
2025-08-14 13F Synovus Financial Corp 133 446 7,28 6 601 17,25
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-07-07 13F Roxbury Financial LLC 306 35,40 15 50,00
2025-07-10 13F Trust Point Inc. 72 184 −4,30 3 570 4,60
2025-08-14 13F Pennington Partners & Co., Llc 10 040 19,79 497 30,87
2025-07-21 13F Mechanics Financial Corp 30 073 −14,49 1 487 −6,54
2025-08-04 13F AMG National Trust Bank 31 550 4,96 1 560 14,71
2025-07-09 13F Mirador Capital Partners LP 105 496 1,16 5 218 10,55
2025-07-31 13F Sharper & Granite LLC 15 721 −7,09 783 2,22
2025-07-16 13F Rainier Family Wealth Inc 5 334 11,36 264 21,76
2025-08-13 13F Truvestments Capital Llc 41 0,00 2 100,00
2025-08-11 13F Nordwand Advisors, LLC 48 637 3 886,64 2 406 4 272,73
2025-08-13 13F Schroder Investment Management Group 3 359 722 183,15 165 937 208,64
2025-07-10 13F Compton Wealth Advisory Group, LLC 76 537 −0,80 3 786 8,42
2025-08-12 13F AlphaCore Capital LLC 691 596 5 026,73 34 206 5 507,54
2025-08-14 13F Peak Asset Management, LLC 10 933 −0,81 541 8,43
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 197 919 9 789
2025-07-09 13F First Financial Corp /in/ 21 026 −7,56 1 040 0,97
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 28 687 0,27 1 419 4,80
2025-07-03 13F Arvest Investments, Inc. 372 785 −2,50 18 438 6,54
2025-07-21 13F Quent Capital, LLC 11 425 5,65 565 15,54
2025-07-14 13F LCM Capital Management Inc 9 448 −5,42 467 3,32
2025-07-23 13F Viewpoint Capital Management LLC 26 735 −0,32 1 322 8,99
2025-07-14 13F ABLE Financial Group, LLC 6 220 −4,92 308 3,72
2025-04-22 13F MBE Wealth Management, LLC 0 −100,00 0
2025-07-15 13F FMA Wealth Management, LLC 87 030 1,74 4 304 12,49
2025-07-25 13F Hemington Wealth Management 99 389 −4,49 5 0,00
2025-08-13 13F VestGen Advisors, LLC 127 975 −4,61 6 330 4,23
2025-08-13 13F Quadrant Capital Group Llc 35 949 −6,59 1 778 2,13
2025-08-07 13F Clarity Wealth Advisors, LLC 6 373 1,35 315 10,92
2025-07-08 13F Canandaigua National Trust Co of Florida 20 590 −46,85 1 018 −41,93
2025-08-14 13F Bragg Financial Advisors, Inc 22 932 −3,82 1 134 5,10
2025-07-08 13F Legacy Private Trust Co. 422 246 13,25 20 884 23,76
2025-08-07 13F Proficio Capital Partners LLC 6 655 −0,75 329 8,58
2025-08-13 13F Jones Financial Companies Lllp 3 403 180 8,71 168 223 18,68
2025-07-10 13F Sovran Advisors, LLC 8 606 −69,79 427 −65,37
2025-08-08 13F Renasant Bank 48 824 −10,29 2 415 −1,99
2025-08-12 13F Asset Management Group, Inc. 25 642 5,29 1 268 15,06
2025-08-12 13F LPL Financial LLC 16 011 662 7,27 791 937 17,23
2025-08-11 13F Cornerstone Planning Group LLC 2 291 −41,29 115 −34,10
2025-08-14 13F Hurley Capital, LLC 14 862 −7,51 735 1,10
2025-08-15 13F Security National Bank Of So Dak 7 995 −15,62 395 −7,71
2025-07-02 13F Lvm Capital Management Ltd/mi 10 274 4,47 1
2025-07-23 13F REAP Financial Group, LLC 157 027 23,06 7 767 34,48
2025-07-30 13F Sloy Dahl & Holst, LLC 5 950 3,10 294 12,64
2025-07-30 13F Drive Wealth Management, Llc 279 522 1,00 13 825 10,37
2025-07-16 13F Crown Wealth Group, LLC 4 424 219
2025-08-06 13F ETF Store, Inc. 9 469 0,03 468 9,35
2025-05-14 13F Keeley-Teton Advisors, LLC 39 892 0,00 1 806 2,79
2025-07-09 13F Berkshire Bank 4 173 206
2025-08-12 13F Cornerstone Wealth Management, LLC 45 711 4,21 2 261 13,85
2025-08-14 13F Federation des caisses Desjardins du Quebec 42 532 −0,97 2 104 8,23
2025-08-13 13F Elios Financial Group Inc. 24 783 9,10 1 226 19,16
2025-07-30 13F EnRich Financial Partners LLC 8 127 −0,21 402 8,97
2025-07-18 13F RKL Wealth Management LLC 4 634 229
2025-07-08 13F First National Corp /ma/ /adv 22 170 0,00 1 097 9,27
2025-07-29 13F Goldstein Advisors, LLC 14 977 9,32 741 19,35
2025-07-11 13F/A Umb Bank N A/mo 285 924 −3,99 14 142 4,92
2025-07-15 13F Missouri Trust & Investment Co 14 678 0,00 726 9,19
2025-08-13 13F Cheviot Value Management, LLC 194 0,52 10 0,00
2025-08-15 13F First Heartland Consultants, Inc. 72 341 6,39 3 578 16,25
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-14 13F Alliancebernstein L.p. 2 499 183 3,03 123 610 12,60
2025-04-08 13F Catalyst Private Wealth, Llc 0 −100,00 0
2025-07-11 13F Trust Co Of Virginia /va 0 −100,00 0
2025-07-09 13F Gilman Hill Asset Management, LLC 38 511 −0,73 1 905 8,49
2025-07-31 13F LJI Wealth Management, LLC 8 155 403
2025-07-22 13F Grimes & Company, Inc. 68 549 7,90 3 390 17,91
2025-08-14 13F GWM Advisors LLC 1 089 517 5,95 53 888 15,78
2025-04-22 13F Rappaport Reiches Capital Management, LLC 11 684 1,30 529 4,14
2025-08-06 13F Maltin Wealth Management, Inc. 81 960 7,73 4 054 17,72
2025-05-12 13F Ccm Investment Group, Llc 1 263 963 4,13 57 270 6,96
2025-09-11 13F Silicon Valley Capital Partners 76 7 500,00 4
2025-07-30 13F VCI Wealth Management LLC 95 804 13,83 4 738 24,39
2025-08-01 13F Petra Financial Advisors Inc 13 539 −2,49 670 6,53
2025-08-26 NP ISZAX - Voya Solution 2025 Portfolio Class ADV 76 448 −5,85 3 781 2,91
2025-07-28 13F IFG Advisors, LLC 227 485 23,01 11 251 34,42
2025-08-06 13F Eukles Asset Management 16 609 0,03 821 9,32
2025-07-15 13F Level Financial Advisors, Inc. 80 049 14,04 3 959 24,65
2025-07-25 13F McNamara Financial Services, Inc. 103 720 −1,06 5 130 8,14
2025-07-23 NP ISOLX - Voya Target In-Retirement Fund Class I 43 236 −7,19 2 032 −2,45
2025-07-14 13F GAMMA Investing LLC 8 336 −12,02 412 −3,74
2025-07-09 13F Finley Financial, LLC 33 965 −9,92 1 680 −1,35
2025-08-11 13F Lighthouse Financial LLC 4 450 −5,30 220 3,77
2025-04-15 13F Collier Financial 356 0,00 16 6,67
2025-04-11 13F Permanent Capital Management, LP 218 172 23,61 9 874 27,05
2025-08-13 13F Seven Springs Wealth Group, LLC 143 480 −0,22 7 097 9,04
2025-08-13 13F Capital Analysts, Inc. 28 784 5,25 1 0,00
2025-07-29 NP JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 326 601 −2,87 15 350 2,05
2025-07-29 NP JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 331 840 −1,56 15 596 3,44
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 40 492 0,90 2 003 10,24
2025-07-07 13F Rf&l Wealth Management, Llc 19 966 4,29 988 13,97
2025-07-21 13F Exchange Capital Management, Inc. 41 177 −2,53 2 037 6,54
2025-04-25 13F Colonial River Wealth Management, LLC 0 −100,00 0
2025-08-07 13F BHK Investment Advisors, LLC 93 602 −0,14 4 630 9,12
2025-07-21 13F Pacific Financial Group Inc 6 740 −5,69 333 3,10
2025-07-17 13F Raleigh Capital Management Inc. 7 367 −3,40 364 5,51
2025-08-01 13F New York Life Investment Management Llc 0 −100,00 0
2025-07-07 13F RDA Financial Network 7 461 −1,01 369 8,21
2025-07-18 13F Forza Wealth Management, LLC 10 182 29,76 504 41,69
2025-07-31 13F Oppenheimer & Co Inc 218 076 2,14 10 786 11,62
2025-07-08 13F Richard P Slaughter Associates Inc 23 051 −66,06 1 140 −62,90
2025-08-08 13F Glassman Wealth Services 17 494 −0,53 865 8,67
2025-07-07 13F LBJ Family Wealth Advisors, Ltd. 118 567 −4,05 6 0,00
2025-07-08 13F Parallel Advisors, LLC 285 917 3,55 14 141 13,16
2025-08-01 13F Equita Financial Network, Inc. 10 516 −85,06 520 −83,68
2025-07-16 13F Gradient Capital Advisors, LLC 17 770 4,99 879 14,62
2025-08-06 13F First Horizon Advisors, Inc. 124 525 0,50 6 159 9,84
2025-08-14 13F Diversify Wealth Management, Llc 250 151 4,91 12 810 19,00
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 82 827 4 097
2025-07-11 13F Pioneer Wealth Management Group 8 842 51,35 437 65,53
2025-07-09 13F Bank of New Hampshire 82 167 −1,97 4 064 7,12
2025-07-17 13F Smith Anglin Financial, LLC 10 620 1,02 525 10,53
2025-07-30 13F Probity Advisors, Inc. 9 285 −1,09 459 8,25
2025-08-22 13F Carter Financial Group, INC. 48 020 37,91 2 375 47,88
2025-07-07 13F Investors Research Corp 771 14,73 38 26,67
2025-07-18 13F PFG Investments, LLC 14 343 17,54 709 28,44
2025-08-04 13F Buckhead Capital Management Llc 10 445 −0,64 517 8,63
2025-07-11 13F Farther Finance Advisors, LLC 223 475 −1,61 11 053 7,17
2025-07-08 13F Heartwood Wealth Advisors LLC 78 646 10,38 3 890 20,63
2025-07-17 13F Catalytic Wealth RIA, LLC 33 952 −4,90 1 679 3,96
2025-08-07 13F Fund Evaluation Group, LLC 21 948 1 086
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-08-07 13F American Alpha Advisors, LLC 64 707 −19,24 3 200 −11,75
2025-07-09 13F Burt Wealth Advisors 8 963 0,00 443 9,38
2025-07-31 13F Strait & Sound Wealth Management LLC 6 600 21,41 326 32,52
2025-08-12 13F Rock Creek Group, LP 48 685 2 408
2025-07-09 13F Praetorian Wealth Management, Inc. 324 224 2,32 16 036 11,82
2025-08-14 13F Greenline Partners, LLC 447 399 0,00 22 128 9,28
2025-08-28 NP SIRAX - Sierra Tactical All Asset Fund Class A 126 800 6 272
2025-04-23 13F Alpine Bank Wealth Management 0 −100,00 0
2025-08-06 13F Longview Financial Advisors LLC 4 386 −0,30 217 8,54
2025-08-11 13F Vanguard Group Inc 74 185 538 4,50 3 669 217 14,20
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 0 −100,00 0
2025-08-07 13F Resolute Advisors LLC 36 542 −1,46 1 807 7,69
2025-08-08 13F Creative Planning 18 875 383 −0,70 933 576 8,52
2025-08-27 13F/A Brinker Capital Investments, LLC 1 045 607 1,52 51 716 10,94
2025-08-04 13F Capital Performance Advisors Llp 86 965 45,61 4 301 59,12
2025-08-11 13F Estate Counselors, LLC 14 385 711
2025-07-22 13F Romano Brothers And Company 10 747 −10,43 532 −2,21
2025-07-14 13F BlueSky Wealth Advisors, LLC 192 313 −5,78 9 512 2,96
2025-07-10 13F Voisard Asset Management Group, Inc. 20 826 −10,93 1 030 −2,65
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-08 13F First Western Trust Bank 77 957 0,37 3 856 9,67
2025-08-05 13F Astra Wealth Partners LLC 19 301 8,70 955 18,80
2025-08-08 13F Foundations Investment Advisors, LLC 137 689 287,71 6 810 323,77
2025-07-22 13F Iron Horse Wealth Management, LLC 267 242 2,13 13 218 11,61
2025-08-12 13F Pfc Capital Group, Inc. 47 273 116,78 2
2025-08-14 13F Canada Pension Plan Investment Board 100 0,00 5 0,00
2025-08-04 13F Flagship Harbor Advisors, Llc 45 543 −5,46 2 253 3,30
2025-07-14 13F Occidental Asset Management, LLC 9 628 7,93 476 18,11
2025-08-05 13F GPS Wealth Strategies Group, LLC 2 516 12,32 124 22,77
2025-08-05 13F Frederick Financial Consultants, LLC 36 616 −5,68 1 811 3,07
2025-08-14 13F Schwerin Boyle Capital Management Inc 296 020 0,00 14 641 9,29
2025-07-18 13F Citrine Capital LLC 10 078 0,44 498 9,69
2025-07-15 13F Capstone Wealth Management Group LLC 5 729 −0,33 283 8,85
2025-07-21 13F Barrett & Company, Inc. 19 822 9,01 980 19,22
2025-07-10 13F Myriad Asset Management US LP 0 −100,00 0
2025-07-17 13F Greenleaf Trust 44 710 1,98 2 211 11,44
2025-07-17 13F Campion Asset Management LLC 68 574 0,96 3 392 10,31
2025-08-07 13F Efficient Advisors, LLC 616 968 −2,89 30 515 6,12
2025-07-11 13F Diversified Trust Co 101 658 183,20 5 028 209,61
2025-07-11 13F Bond & Devick Financial Network, Inc. 6 082 0,00 301 9,09
2025-07-25 13F Gordian Advisors LLC 78 065 4,11 3 861 13,79
2025-08-14 13F Aureus Asset Management, LLC 59 559 0,26 2 946 9,56
2025-07-18 13F Trust Co Of Vermont 102 333 −1,00 5 061 8,19
2025-08-07 13F Rossmore Private Capital 27 545 −2,62 1 362 6,41
2025-08-14 13F Susquehanna International Group, Llp Put 261 800 27,58 12 949 39,42
2025-08-21 13F Clarion Wealth Managment Partners, LLC 20 231 1 001
2025-08-07 13F Addison Advisors LLC 1 400 28,21 69 40,82
2025-08-14 13F Susquehanna International Group, Llp 23 153 −36,53 1 145 −30,61
2025-07-30 NP APIE - ActivePassive International Equity ETF 10 311 −56,38 485 −54,21
2025-08-12 13F O'shaughnessy Asset Management, Llc 132 356 4,09 6 546 13,74
2025-08-14 13F Susquehanna International Group, Llp Call 588 200 −27,28 29 092 −20,54
2025-08-13 13F Alerus Financial Na 447 22
2025-07-22 13F Sage Financial Group Inc 706 750 3,41 34 956 13,00
2025-08-14 13F NorthLanding Financial Partners, LLC 13 384 −0,15 662 9,08
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 17 096 842 8,92 855 184 20,37
2025-08-01 13F Oarsman Capital, Inc. 10 091 6,10 499 16,05
2025-08-11 13F Banque Cantonale Vaudoise 427 0,00 0
2025-08-11 13F Citigroup Inc 6 768 166 −0,68 334 754 8,53
2025-07-17 13F One Wealth Advisors, LLC 18 876 −4,53 934 4,36
2025-08-13 13F Renaissance Technologies Llc 53 300 2 636
2025-07-30 13F Caliber Wealth Management, LLC / KS 6 751 −1,49 334 7,42
2025-08-08 13F Omega Financial Group, LLC 4 140 205
2025-08-11 13F Bell Investment Advisors, Inc 6 621 1,67 327 11,22
2025-08-14 13F TCG Advisory Services, LLC 32 004 −1,90 1 583 7,18
2025-07-31 13F WFA Asset Management Corp 87 0,00 4 0,00
2025-08-12 13F Osborne Partners Capital Management, Llc 1 213 332 2,69 60 011 12,22
2025-08-15 13F ROSS\JOHNSON & Associates LLC 0 −100,00 0
2025-08-14 13F Harwood Advisory Group, LLC 12 −33,33 1
2025-08-08 13F Allianz Se 346 097 0,00 17 118 9,28
2025-04-28 13F Redmont Wealth Advisors Llc 15 1
2025-08-01 13F Bank of Jackson Hole Trust 8 169 43,92 404 59,68
2025-07-09 13F Chesley Taft & Associates LLC 36 037 12,15 1 782 22,56
2025-07-15 13F Well Done, LLC 7 458 −69,81 369 −66,15
2025-07-31 13F AlTi Global, Inc. 61 831 34,76 3 058 47,30
2025-08-14 13F Waters Parkerson & Co., Llc 97 576 −8,19 4 826 0,33
2025-07-23 13F Watershed Private Wealth Llc 157 346 69,04 7 782 84,76
2025-08-11 13F Novak & Powell Financial Services, Inc. 20 932 −31,61 1 035 −25,27
2025-08-14 13F Mpwm Advisory Solutions, Llc 1 877 114,51 93 135,90
2025-07-25 13F M3 Advisory Group, LLC 10 262 6,44 508 16,28
2025-08-12 13F Coston, McIsaac & Partners 2 445 0,00 0
2025-08-14 13F Bbr Partners, Llc 27 771 116,08 1 374 136,32
2025-07-24 13F Reuter James Wealth Management, Llc 81 068 −0,61 4 010 8,62
2025-08-05 13F Golden Bell Financial Planning LLC 20 679 0,14 1 023 9,42
2025-07-30 13F Family Capital Trust Co 36 0,00 2 0,00
2025-07-29 NP JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 427 474 −0,76 20 091 4,28
2025-07-23 13F Roundview Capital LLC 99 602 2,74 4 926 12,29
2025-07-14 13F Maryland Capital Advisors Inc. 7 979 0,00 395 9,14
2025-07-10 13F Marshall Financial Group LLC 33 801 −6,26 1 671 2,39
2025-07-30 13F IMG Wealth Management, Inc. 39 2
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 288 803 −15,86 13 574 −11,59
2025-07-15 13F Retirement Income Solutions, Inc 4 861 −20,45 240 −13,04
2025-08-06 13F Geometric Wealth Advisors 6 306 −56,53 312 −52,59
2025-08-14 13F EP Wealth Advisors, Inc. 5 938 667 9,72 293 726 19,90
2025-08-14 13F Aqr Capital Management Llc 170 108 38,89 8 414 51,78
2025-04-02 13F Marcum Wealth, LLC 886 274 −20,29 40 113 −18,08
2025-07-22 13F Gemmer Asset Management LLC 53 916 1,76 2 667 11,22
2025-07-14 13F Rooted Wealth Advisors, Inc. 40 902 10,92 2 028 30,59
2025-07-21 13F HighMark Wealth Management LLC 602 21,13 30 31,82
2025-08-04 13F Ledyard National Bank 0 −100,00 0
2025-07-10 13F Brooklyn FI, LLC 292 825 7,12 14 483 17,07
2025-07-24 13F Thompson Investment Management, Inc. 1 144 0,00 57 9,80
2025-08-26 NP VSQIX - Voya Solution 2065 Portfolio Class I 7 063 −2,40 349 6,73
2025-07-10 13F High Net Worth Advisory Group LLC 18 310 −0,72 906 8,51
2025-08-14 13F Snowden Capital Advisors LLC 23 340 8,28 1 154 18,36
2025-07-24 13F SLT Holdings LLC 12 977 642
2025-07-22 13F Simplicity Wealth,LLC 27 008 11,66 1 336 22,03
2025-04-17 13F Montecito Bank & Trust 10 357 2,47 469 5,17
2025-07-17 13F LVW Advisors, LLC 7 711 −1,41 381 7,93
2025-07-29 13F Level Wealth Management LLC 129 440 −11,25 6 402 −3,01
2025-08-29 NP GLRBX - James Balanced: Golden Rainbow Fund Retail Class 27 506 1 360
2025-05-13 13F GKV Capital Management Co., Inc. 40 510 1 833
2025-08-18 13F/A Kestra Investment Management, LLC 7 100 17,63 351 28,57
2025-08-04 13F Mayflower Financial Advisors, LLC 23 119 −2,44 1 143 6,62
2025-07-11 13F Prosperity Planning, Inc. 16 072 −3,27 795 5,59
2025-07-22 13F DT Investment Partners, LLC 4 140 0,00 205 9,09
2025-08-12 13F Maripau Wealth Management Llc 49 677 −31,76 2 470 −25,05
2025-08-06 13F Able Wealth Management LLC 4 751 235
2025-07-15 13F Smith & Howard Wealth Management, LLC 189 023 −2,63 9 349 6,41
2025-07-16 13F RWM Asset Management, LLC 4 478 0,00 221 9,41
2025-08-05 13F Bridgewater Advisors Inc. 8 753 −15,67 442 −5,77
2025-08-06 13F Vestmark Advisory Solutions, Inc. 58 466 2 892
2025-08-13 13F Boston Family Office Llc 10 817 2,15 1
2025-07-11 13F Windsor Capital Management, LLC 30 165 −2,06 1 492 6,96
2025-08-13 13F Marshall Wace, Llp 113 749 5 626
2025-07-16 13F TCI Wealth Advisors, Inc. 11 172 −2,21 553 6,77
2025-07-21 13F Cape Cod Five Cents Savings Bank 31 961 0,00 1 529 0,00
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-08-06 13F Rothschild & Co Wealth Management UK Ltd 0 −100,00 0
2025-07-25 13F Lodestar Private Asset Management Llc 183 091 2,54 9 056 12,05
2025-07-29 13F LMG Wealth Partners, LLC 52 981 2,22 2 620 11,73
2025-08-07 13F CENTRAL TRUST Co 110 937 13,47 5 487 24,01
2025-08-08 13F Grandfield & Dodd, Llc 6 863 339
2025-07-22 13F MBL Wealth, LLC 47 898 0,68 2 369 10,03
2025-05-14 13F/A Miramar Fiduciary Corp 649 25
2025-07-18 13F Cooper Financial Group 5 187 −37,69 257 −31,91
2025-08-12 13F Running Point Capital Advisors, LLC 57 975 4,83 2 867 14,54
2025-04-25 13F New Perspectives, Inc 0 −100,00 0
2025-07-03 13F First Hawaiian Bank 29 674 −9,36 1 468 −0,95
2025-07-16 13F Northern Oak Wealth Management Inc 97 079 −0,97 4 802 8,23
2025-08-14 13F Compass Wealth Management, LLC/GA 101 152 5 003
2025-08-14 13F Coyle Financial Counsel LLC 32 734 −0,76 1 619 8,51
2025-07-18 13F SOA Wealth Advisors, LLC. 11 −98,21 1 −100,00
2025-08-14 13F Toronto Dominion Bank 400 0,00 20 11,11
2025-08-06 13F Nicholas Hoffman & Company, LLC. 6 149 000 24,56 304 130 36,11
2025-08-07 13F Montag A & Associates Inc 10 152 −8,76 502 −0,20
2025-08-01 13F FSA Advisors, Inc. 6 214 −80,51 307 −78,71
2025-07-31 13F Kathleen S. Wright Associates Inc. 7 368 −7,25 364 1,39
2025-08-08 13F IMA Wealth, Inc. 444 32,93 22 40,00
2025-08-14 13F Menora Mivtachim Holdings Ltd. 190 680 52,54 9 431 66,71
2025-08-07 13F Tillman Hartley LLC 10 379 111,26 513 131,08
2025-07-14 13F Mechanics Bank Trust Department 0 −100,00 0
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 15 687 0,08 776 9,31
2025-07-10 13F Charter Oak Capital Management, LLC 24 956 −5,58 1 234 3,18
2025-07-16 13F ORG Partners LLC 2 459 −90,76 122 −89,90
2025-07-22 13F Global Assets Advisory, LLC 20 208 −51,64 1 004 −43,68
2025-08-08 13F MTM Investment Management, LLC 1 158 57
2025-08-18 13F/A National Bank Of Canada /fi/ 966 534 −9,11 47 805 −0,67
2025-07-02 13F First Financial Bank - Trust Division 6 773 0,00 335 9,15
2025-08-13 13F Johnson Financial Group, Inc. 107 490 44,60 5 316 58,03
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 35 075 1 735
2025-07-10 13F YHB Investment Advisors, Inc. 7 048 5,54 349 15,23
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 3 206 0,00 159 8,97
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 49 472 2,85 2 447 12,41
2025-08-08 13F Family Firm, Inc. 125 288 −0,14 6 197 9,12
2025-08-12 13F OneAscent Financial Services LLC 22 258 −46,91 1 0,00
2025-05-01 13F Schechter Investment Advisors, LLC 10 939 0,00 495 2,91
2025-07-18 13F Impact Capital Partners LLC 8 251 18,33 408 29,52
2025-08-08 13F Capital Investment Advisory Services, LLC 11 189 17,40 553 28,31
2025-07-09 13F PFW Advisors LLC 193 147 −5,17 9 553 3,63
2025-08-01 13F May Hill Capital, LLC 37 514 −17,17 1 855 −9,47
2025-07-18 13F WealthNavi Inc. 15 653 250 −6,95 774 1,71
2025-08-01 13F Integral Investment Advisors, Inc. 6 168 13,84 305 24,49
2025-07-23 13F Tectonic Advisors Llc 1 044 305 1,84 51 651 11,29
2025-07-15 13F BigSur Wealth Management LLC 54 400 0,00 2 691 9,26
2025-08-11 13F TD Waterhouse Canada Inc. 689 483 −5,23 34 194 3,84
2025-07-15 13F Genesis Wealth Advisors, LLC 108 542 5,26 5 368 15,05
2025-08-07 13F Roberts Glore & Co Inc /il/ 19 815 −2,94 980 6,18
2025-08-14 13F Benjamin Edwards Inc 202 463 −8,81 10 014 −0,36
2025-07-31 13F GLOBALT Investments LLC / GA 492 215 −2,22 24 345 6,86
2025-08-06 13F Titan Global Capital Management Usa Llc 100 928 −18,05 4 992 −10,44
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 3 426 755 6,63 169 487 16,53
2025-08-14 13F/A Perritt Capital Management Inc 14 951 −6,10 739 2,64
2025-07-17 13F Genesis Private Wealth, Llc 4 656 −1,50 230 7,98
2025-07-31 13F Future You Wealth Llc 62 620 22,59 3 095 33,92
2025-07-02 13F Marotta Asset Management 324 674 −2,81 16 058 0,46
2025-07-23 13F Roberts Wealth Advisors, LLC 171 444 6,41 8 480 16,28
2025-08-07 13F Tfo-tdc, Llc 68 468 0,03 3 386 9,30
2025-07-17 13F Gleason Group, Inc. 258 850 80,04 12 803 96,74
2025-07-22 13F Integrated Capital Management, LLC 64 584 6,08 3 50,00
2025-08-13 13F Forthright Family Wealth Advisory LLC 6 618 −31,62 327 −25,34
2025-07-31 13F Opes Wealth Management LLC 47 396 −2,96 2 344 6,06
2025-07-24 13F Acima Private Wealth, Llc 365 0,00 18 12,50
2025-07-14 13F E&G Advisors, LP 62 741 0,05 3 102 9,30
2025-07-23 13F Litman Gregory Asset Management LLC 803 084 −1,67 39 721 7,46
2025-07-21 13F/A Abacus Planning Group, Inc. 141 736 3,05 7 010 12,61
2025-07-29 13F Calamos Wealth Management LLC 6 335 0,00 313 9,44
2025-07-08 13F Lpwm Llc 228 288 56,71 11 291 71,26
2025-07-18 13F Warren Street Wealth Advisors, LLC 14 857 −9,68 735 −1,34
2025-07-10 13F Secure Asset Management, LLC 28 858 429,70 1 427 480,08
2025-07-29 13F Regions Financial Corp 3 270 427 4,83 161 755 14,56
2025-07-16 13F Diversified Enterprises, LLC 27 283 6,62 1 349 16,49
2025-07-07 13F Global Wealth Strategies & Associates 51 −88,28 3 −89,47
2025-08-13 13F Black Cypress Capital Management, LLC 10 267 −18,26 508 −10,74
2025-07-18 13F Truist Financial Corp 1 808 209 −3,76 89 434 5,17
2025-07-22 13F Noble Family Wealth, LLC 27 972 12,14 1 383 22,61
2025-08-14 13F Betterment LLC 52 572 127 −5,80 2 600 2,97
2025-07-29 13F Parthenon Llc 115 193 1,07 5 697 10,45
2025-07-17 13F Willow Creek Wealth Management Inc. 13 149 15,24 650 25,97
2025-07-21 13F Wallington Asset Management, LLC 159 885 7 908
2025-07-29 13F Latitude Advisors, LLC 7 079 −2,52 350 6,71
2025-08-12 13F Frontier Asset Management, LLC 277 362 −32,99 13 718 −26,77
2025-08-13 13F Wealthquest Corp 5 064 0,92 250 10,13
2025-07-10 13F Fortress Wealth Management, Inc. 7 186 0,03 355 9,23
2025-08-04 13F Quaker Wealth Management, LLC 7 0
2025-08-13 13F Baker Avenue Asset Management, LP 650 795 0,64 32 188 9,98
2025-08-15 13F Optimist Retirement Group LLC 9 828 1,68 486 11,21
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 10 084 61,22 499 75,97
2025-07-09 13F Thrive Wealth Management, LLC 106 066 10,77 5 246 21,07
2025-07-07 13F Wilson & Boucher Capital Management, LLC 34 376 −3,64 1 700 5,33
2025-07-25 13F PrairieView Partners, LLC 421 881 −0,97 21 5,26
2025-08-13 13F Mayfair Advisory Group, LLC 7 536 6,14 382 19,00
2025-08-14 13F Sentinus, LLC 43 803 −0,59 2 167 8,63
2025-07-18 13F Viewpoint Investment Partners Corp 33 030 58,04 1 634 72,80
2025-07-29 13F Sincerus Advisory, LLC 4 560 −3,18 232 8,45
2025-07-23 NP VRSAX - Voya Target Retirement 2060 Fund Class I 42 467 −1,07 1 996 3,91
2025-08-15 13F Provenance Wealth Advisors, LLC 2 429 0,00 120 10,09
2025-07-09 13F Woodstock Corp 117 657 −10,18 5 819 −1,84
2025-07-25 13F Parker Financial LLC 329 155 3,12 16 281 12,68
2025-07-10 13F Arbor Wealth Advisors LLC 23 439 0,02 1 159 9,34
2025-07-30 13F Axiom Financial Strategies, LLC 178 131 −0,54 8 810 8,70
2025-08-12 13F Mystic Asset Management, Inc. 5 681 3,65 281 12,90
2025-07-02 13F Norway Savings Bank 8 437 −40,16 417 −34,64
2025-07-23 13F Winthrop Advisory Group LLC 114 188 −1,48 5 648 7,66
2025-08-05 13F Arrowroot Family Office, LLC 94 061 17,89 4 652 32,42
2025-07-23 NP IRSNX - Voya Target Retirement 2035 Fund Class I 116 687 −2,90 5 484 2,03
2025-07-14 13F Infinity Wealth Counsel, LLC 33 151 −1,03 1 640 8,11
2025-08-01 13F Anson Capital, Inc. 4 365 −4,82 216 3,86
2025-07-24 13F Louisbourg Investments Inc. 62 794 5,01 3 106 14,75
2025-07-31 13F Burke & Herbert Bank & Trust Co 57 396 −4,21 2 839 4,68
2025-07-14 13F Proathlete Wealth Management Llc 147 708 4,09 7 309 13,76
2025-07-14 13F Acropolis Investment Management, LLC 941 557 1,30 46 569 10,70
2025-08-07 13F Hughes Financial Services, LLC 31 423 −1,68 1 583 9,10
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 326 735 1,27 16 160 10,67
2025-08-11 13F Heritage Wealth Advisors 1 380 0,00 68 9,68
2025-07-30 13F Fiduciary Family Office, Llc 4 517 0,00 223 9,31
2025-08-14 13F Vista Capital Partners, Inc. 6 444 319
2025-08-06 13F Legacy Wealth Managment, LLC/ID 415 62,11 21 81,82
2025-08-04 13F Twin City Private Wealth, Llc 6 353 −8,85 314 −0,32
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0
2025-08-13 13F Bridgewater Associates, LP 1 836 460 −15,50 90 831 −7,65
2025-08-14 13F Connecticut Wealth Management, LLC 58 477 6,82 2 892 16,75
2025-07-17 13F TBH Global Asset Management, LLC 143 738 −20,60 9 855 −14,39
2025-08-11 13F Teachers Insurance & Annuity Association Of America 5 894 0,00 292 9,40
2025-08-14 13F Acorn Wealth Advisors, LLC 24 285 263,06 1 201 297,68
2025-07-08 13F Lowe Wealth Advisors, LLC 2 892 0,00 143 10,00
2025-08-04 13F Heritage Investors Management Corp 121 493 0,48 6 20,00
2025-09-03 13F Ballentine Capital Advisors, Inc 0 −100,00 0
2025-08-14 13F London & Capital Asset Management Ltd 16 989 15,45 840 26,13
2025-07-23 13F Trifecta Capital Advisors, LLC 5 848 −7,88 289 0,70
2025-04-25 13F Smallwood Wealth Investment Management, LLC 578 26
2025-07-17 13F Oakworth Capital, Inc. 4 256 0,00 211 9,38
2025-08-05 13F American Capital Advisory, LLC 7 294 76,70 361 93,55
2025-08-12 13F Trexquant Investment LP 0 −100,00 0
2025-07-29 13F Northeast Investment Management 160 791 7,39 7 953 17,36
2025-08-11 13F Avantax Planning Partners, Inc. 274 880 −1,31 13 596 7,85
2025-08-14 13F Raymond James Financial Inc 6 523 340 2,56 322 644 12,08
2025-05-06 13F Lifeworks Advisors, LLC 0 −100,00 0 −100,00
2025-08-13 13F Townsquare Capital Llc 19 107 −94,00 945 −93,44
2025-07-30 13F Rehmann Capital Advisory Group 14 849 4,03 734 13,62
2025-07-09 13F Emprise Bank 9 958 493
2025-07-15 13F Bfsg, Llc 43 517 −7,84 2 152 0,70
2025-08-14 13F Financial Network Wealth Advisors LLC 1 388 0,07 69 9,68
2025-05-02 13F Sumitomo Life Insurance Co 0 −100,00 0
2025-08-11 13F Lcnb Corp 7 144 0,00 353 9,29
2025-08-12 13F Cynosure Management, Llc 6 217 −51,64 307 −47,16
2025-08-13 13F Cary Street Partner Investment Advisory Llc 47 −29,85 2 −33,33
2025-07-07 13F Peterson Wealth Advisors, LLC 103 482 2,24 5 118 25,07
2025-07-16 13F BOS Asset Management, LLC 16 822 0,29 832 9,62
2025-07-22 13F VAUGHAN & Co SECURITIES, INC. 39 203 −0,82 1 939 8,33
2025-08-14 13F BancorpSouth Bank 4 674 1,85 231 11,59
2025-04-30 13F Highview Capital Management LLC/DE/ 0 −100,00 0
2025-08-14 13F Transamerica Financial Advisors, Inc. 3 −25,00 0
2025-07-22 13F Checchi Capital Advisers, LLC 362 537 −5,01 17 931 3,82
2025-08-05 13F RiverGlades Family Offices LLC 139 492 4,57 6 899 14,28
2025-08-13 13F Echo45 Advisors LLC 180 497 0,24 8 927 9,53
2025-08-14 13F Peapack Gladstone Financial Corp 1 464 836 3,94 72 14,29
2025-07-18 13F Centricity Wealth Management, LLC 1 665 0,00 82 9,33
2025-07-24 13F Horizon Bancorp Inc /in/ 27 0,00 0
2025-07-24 13F Comprehensive Money Management Services LLC 32 979 −1,71 1 631 7,44
2025-08-14 13F Wharton Business Group, LLC 423 989 −2,23 21 5,26
2025-08-14 13F Integrated Wealth Concepts LLC 900 333 6,07 44 530 15,91
2025-05-09 13F Financial Connections Group, Inc. 0 −100,00 0
2025-07-16 13F Newton One Investments LLC 198 013 −0,44 9 794 8,80
2025-07-07 13F Capital Asset Advisory Services LLC 688 033 1,04 34 168 10,40
2025-08-05 13F Freestone Capital Holdings, LLC 1 266 376 −5,09 62 635 3,72
2025-08-13 13F Cresset Asset Management, LLC 1 374 012 4,14 67 959 13,80
2025-08-15 13F North Ridge Wealth Advisors, Inc. 658 353,79 33 433,33
2025-07-10 13F PMV Capital Advisers, LLC 428 21
2025-07-07 13F Accelerate Investment Advisors LLC 76 159 4,42 3 767 14,09
2025-07-22 13F Luken Investment Analytics, LLC 8 0
2025-08-14 13F Oxford Financial Group Ltd 19 617 −16,51 970 −8,75
2025-07-17 13F Worth Financial Advisory Group, LLC 4 278 212
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 2 298 708 0,71 113 838 10,20
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F 17 000 −10,53 841 −2,21
2025-07-28 13F Cutler Investment Counsel Llc 73 253 6,14 3 623 16,01
2025-08-04 13F Carret Asset Management, Llc 28 009 −2,84 1 385 6,21
2025-04-30 13F POM Investment Strategies, LLC 0 −100,00 0
2025-07-25 13F Clarendon Private LLC 6 159 0,00 305 9,35
2025-08-14 13F Wexford Capital Lp 209 092 10 342
2025-07-31 13F Ramsay, Stattman, Vela & Price, Inc. 26 833 −10,83 1 327 −2,57
2025-08-04 13F Roble, Belko & Company, Inc 210 982 11,37 10 25,00
2025-07-09 13F Procyon Private Wealth Partners, LLC 333 313 12,44 16 486 22,88
2025-08-13 13F IAG Wealth Partners, LLC 15 341 484,20 759 542,37
2025-07-21 13F Cape Ann Savings Bank 16 379 0,00 810 9,31
2025-08-05 13F Strategic Financial Concepts, LLC 10 584 −75,10 524 −72,80
2025-08-07 13F Sound View Wealth Advisors Group, LLC 20 837 −6,48 1 031 2,18
2025-08-13 13F Stablepoint Partners, LLC 21 416 1,25 1 059 10,66
2025-07-09 13F Beacon Financial Group 226 793 86,62 11 217 103,95
2025-08-19 13F/A Pitcairn Co 24 126 4,94 1 193 14,71
2025-08-14 13F Mariner, LLC 13 177 456 1,29 651 738 10,69
2025-07-01 13F Stonehearth Capital Management, LLC 282 684 0,36 13 982 9,68
2025-08-14 13F Dark Forest Capital Management Lp 0 −100,00 0
2025-08-14 13F Atomi Financial Group, Inc. 819 916 0,19 40 553 9,48
2025-07-31 13F Guardian Financial Partners, LLC 13 232 0,28 654 9,55
2025-08-14 13F Citadel Advisors Llc 15 378 384,04 761 431,47
2025-08-14 13F Citadel Advisors Llc Put 53 700 87,76 2 656 105,26
2025-07-10 13F Wedmont Private Capital 2 608 070 6,09 129 386 22,11
2025-07-09 13F Hiley Hunt Wealth Management 155 208 2,00 7 672 11,01
2025-08-13 13F GM Advisory Group, Inc. 4 095 203
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc Call 113 200 −28,35 5 599 −21,72
2025-08-14 13F Partners Capital Investment Group, Llp 7 825 −93,63 387 −93,04
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 58 3
2025-07-08 13F/A Salem Investment Counselors Inc 2 816 1,00 139 10,32
2025-08-01 13F Austin Private Wealth, LLC 261 779 −8,64 12 948 −0,17
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 356 073 −4,51 17 611 4,36
2025-08-13 13F Smith, Moore & Co. 177 128 −3,18 8 761 5,81
2025-07-21 13F TFG Advisers LLC 7 591 −3,96 375 5,04
2025-08-07 13F Factory Mutual Insurance Co 28 100 0,00 1 390 9,28
2025-07-16 13F Five Oceans Advisors 16 215 −13,12 802 −5,09
2025-07-23 13F Bear Mountain Capital, Inc. 315 420 0,82 15 926 12,74
2025-08-08 13F Accredited Investors Inc. 5 486 21,72 271 32,84
2025-08-05 13F Tsfg, Llc 1 491 −13,36 0
2025-08-13 13F Northern Trust Corp 44 069 408 1,26 2 179 673 10,66
2025-08-18 13F Geneos Wealth Management Inc. 271 169 12,95 13 412 23,43
2025-07-10 13F Global Financial Private Client, LLC 33 506 −2,99 1 657 6,01
2025-07-17 13F Symmetry Partners, LLC 118 482 −16,18 5 860 −8,39
2025-08-06 13F Simmons Bank 222 605 −3,17 11 010 5,81
2025-07-10 13F Hurlow Wealth Management Group, Inc. 210 864 3,41 10 429 13,01
2025-07-17 13F HB Wealth Management, LLC 86 621 −2,41 4 284 6,65
2025-08-12 13F/A Cozad Asset Management Inc 12 139 0,01 600 9,29
2025-08-13 13F 1832 Asset Management L.P. 7 128 1,95 353 11,39
2025-08-11 13F VSM Wealth Advisory, LLC 63 756 0,74 3 153 10,09
2025-07-21 13F Ameriflex Group, Inc. 2 991 −32,07 148 −26,13
2025-08-05 13F Mission Wealth Management, Lp 365 839 −3,28 18 094 5,69
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 48 367 −2,52 2 392 6,55
2025-08-13 13F MONECO Advisors, LLC 9 321 −1,99 461 7,21
2025-07-16 13F Independent Wealth Network Inc. 6 380 −5,64 316 2,94
2025-08-08 13F SG Americas Securities, LLC 2 502 2,54 0
2025-07-28 13F Kiker Wealth Management, LLC 150 −93,07 7 −92,78
2025-07-18 13F USA Financial Portformulas Corp 3 123 −33,75 154 −27,70
2025-07-24 13F PDS Planning, Inc 1 042 507 3,20 51 562 12,77
2025-07-09 13F Radnor Capital Management, LLC 14 060 0,00 1
2025-08-25 NP IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 15 800 −1,65 781 7,43
2025-08-12 13F Wernau Asset Management Inc. 17 328 −11,35 857 −3,05
2025-07-08 13F Baker Ellis Asset Management LLC 10 332 −6,66 511 2,20
2025-08-08 13F Hibernia Wealth Partners, LLC 4 774 236
2025-08-06 13F Climber Capital SA 45 060 0,00 2 158 28,38
2025-07-08 13F Nbc Securities, Inc. 64 993 133,08 3 200,00
2025-04-23 13F VisionPoint Advisory Group, LLC 0 −100,00 0
2025-08-25 NP BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 100 978 −6,83 4 994 1,81
2025-08-01 13F Hikari Power Ltd 58 810 0,00 3 0,00
2025-08-13 13F Granite Investment Partners, LLC 29 336 0,00 1 451 9,27
2025-08-20 13F Forefront Wealth Partners, LLC 0 −100,00 0
2025-08-14 13F Seven Mile Advisory 14 959 0,08 740 9,32
2025-08-13 13F Cliffwater LLC 208 613 −0,33 10 318 8,91
2025-08-14 13F Vident Advisory, LLC 135 761 24,70 6 715 36,27
2025-07-28 13F Td Asset Management Inc 712 600 6,35 35 245 16,22
2025-07-16 13F Freestate Advisors LLC 9 073 36,40 449 48,84
2025-07-23 13F Cohen Investment Advisors LLC 14 954 4,13 740 13,87
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-07-18 13F BSW Wealth Partners 48 009 −9,30 2 375 −0,88
2025-08-01 13F Red Lighthouse Investment Management, Llc 36 195 0,06 1 790 18,54
2025-08-11 13F Alteri Wealth LLC 7 168 12,92 355 23,34
2025-07-21 13F Curran Financial Partners, LLC 6 487 11,04 321 21,21
2025-08-07 13F FDx Advisors, Inc. 4 882 −0,25 0
2025-07-30 13F First Interstate Bank 19 915 4,04 985 13,63
2025-08-06 13F Legacy Investment Solutions, LLC 415 62,11 21 81,82
2025-07-14 13F Abound Wealth Management 131 321 5,95 6 495 15,78
2025-08-15 13F Binnacle Investments Inc 6 269 0,00 310 9,54
2025-08-26 NP Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares 280 375 3,36 13 867 12,95
2025-08-11 13F Eq Llc 4 787 −0,31 237 8,76
2025-08-12 13F XTX Topco Ltd 6 261 310
2025-08-14 13F Spears Abacus Advisors LLC 7 610 0,00 376 9,30
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 10 131 0,17 459
2025-08-14 13F Essential Planning, LLC. 5 704 −12,30 282 −4,08
2025-07-23 13F Capital Management Associates, Inc 7 655 −46,51 379 −41,58
2025-07-07 13F Horizons Wealth Management 8 299 −6,81 410 1,74
2025-07-15 13F DKM Wealth Management, Inc. 7 477 0,42 370 9,50
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 22 886 6,43 1 132 16,24
2025-07-21 13F First National Bank & Trust Co Of Newtown 25 744 −0,54 1 273 8,71
2025-07-07 13F Trust Co 101 297 −54,20 5 010 −49,95
2025-07-07 13F Aletheian Wealth Advisors LLC 166 827 8,39 8 251 18,46
2025-08-05 13F Cassaday & Co Wealth Management LLC 43 399 −0,12 2 147 9,16
2025-07-23 13F Morton Capital Management LLC/CA 10 921 −28,87 540 −22,19
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 214 088 43,27 10 589 56,56
2025-07-03 13F Collective Family Office Llc 17 544 −1,72 868 7,43
2025-08-13 13F Custom Index Systems, Llc 53 982 29,59 2 670 41,59
2025-08-01 13F Gwn Securities Inc. 15 460 −23,54 766 −17,63
2025-08-12 13F Mcdonald Partners Llc 7 595 376
2025-08-08 13F Tiemann Investment Advisors, Llc 9 355 −5,55 463 3,13
2025-08-13 13F Rinkey Investments 73 399 −10,73 3 630 −2,45
2025-07-23 13F Ti-trust, Inc 59 557 1,65 2 946 11,09
2025-08-11 13F Hexagon Capital Partners LLC 58 318 −2,48 2 884 6,58
2025-07-21 13F New Century Financial Group, LLC 0 −100,00 0 −100,00
2025-07-07 13F St. Clair Advisors, LLC 7 541 0,28 373 9,41
2025-07-25 13F Apollon Wealth Management, LLC 60 749 6,59 3 005 16,48
2025-07-11 13F Matthew Goff Investment Advisor, LLC 0 −100,00 0
2025-04-25 13F CHURCHILL MANAGEMENT Corp 0 −100,00 0
2025-05-14 13F Group One Trading, L.p. 0 −100,00 0 −100,00
2025-08-29 13F Centaurus Financial, Inc. 52 062 28,53 3 100,00
2025-08-14 13F/A Barclays Plc 4 400 −88,30 0 −100,00
2025-07-16 13F Pacific Sage Partners, LLC 4 570 226
2025-04-28 13F Cidel Asset Management Inc 0 −100,00 0
2025-08-14 13F/A Barclays Plc Call 103 200 −12,39 5 0,00
2025-07-15 13F Focused Wealth Management, Inc 514 105 2,15 25 428 11,62
2025-08-11 13F First American Trust, Fsb 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 296 336 −3,31 14 657 8,60
2025-08-13 13F Gateway Wealth Partners, LLC 0 −100,00 0
2025-07-15 13F Accurate Wealth Management, LLC 7 425 −3,11 369 11,52
2025-08-14 13F TrueWealth Financial Partners 318 764 −8,72 15 766 −0,25
2025-08-25 NP AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 252 600 15,50 12 494 26,22
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 134 141 0,45 6 635 9,76
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class 2 144 527 8,60 106 068 18,68
2025-07-16 13F Squire Investment Management Company, LLC 16 249 5,75 804 15,54
2025-08-04 13F Analyst IMS Investment Management Services Ltd. 143 543 −0,09 7 16,67
2025-08-14 13F Silvercrest Asset Management Group Llc 246 448 −0,06 12 189 9,22
2025-07-23 13F Wealth Management Nebraska 7 007 0,00 346 9,15
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares 72 856 −9,65 3 603 −1,26
2025-07-23 13F Values Added Financial LLC 79 455 −14,72 3 930 −6,81
2025-08-15 13F Orcam Financial Group 29 274 6,18 1 448 16,04
2025-08-07 13F Lakeridge Wealth Management LLC 9 952 −1,93 492 7,19
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 14 581 −15,44 721 −7,56
2025-07-31 13F Waldron Private Wealth LLC 92 069 −0,14 4 554 9,11
2025-08-13 13F Brown Advisory Inc 1 388 750 0,49 68 688 9,81
2025-07-15 13F Cordant, Inc. 275 916 −3,63 13 647 5,31
2025-08-11 13F Mosaic Family Wealth Partners, Llc 202 372 21,51 10 009 32,80
2025-08-13 13F Westerkirk Capital Inc. 958 700 47 417
2025-07-22 13F Warwick Investment Management, Inc. 28 293 14,57 1 399 25,25
2025-08-14 13F Bank of Marin 9 299 460
2025-07-14 13F Clear Harbor Asset Management, LLC 19 611 0,00 970 9,24
2025-08-04 13F Field & Main Bank 920 0,00 45 9,76
2025-08-12 13F BlackRock, Inc. 37 494 32,41 1 854 44,73
2025-07-23 13F Joel Isaacson & Co., LLC 60 502 4,59 2 992 14,29
2025-04-23 13F Cornerstone Wealth Group, LLC 0 −100,00 0
2025-08-14 13F BTG Pactual Asset Management US LLC 211 997 3,53 10 485 13,14
2025-08-14 13F Freedom Financial Partners LLC 166 801 6,07 8 250 15,91
2025-07-16 13F Tenret Co LLC 144 883 −18,12 7 166 −10,54
2025-07-15 13F SJS Investment Consulting Inc. 89 0,00 4 0,00
2025-07-28 13F Rosenberg Matthew Hamilton 29 771 −4,78 1 472 4,03
2025-08-08 13F Marble Harbor Investment Counsel, LLC 373 383 −0,10 18 468 9,18
2025-05-14 13F Walleye Trading LLC 0 −100,00 0 −100,00
2025-07-18 13F Liberty Capital Management, Inc. 34 720 −0,99 1 717 8,19
2025-05-14 13F Walleye Trading LLC Put 0 −100,00 0 −100,00
2025-07-15 13F Total Wealth Planning, Llc 10 193 −8,88 504 −0,40
2025-08-12 13F Choate Investment Advisors 11 091 0,00 549 9,38
2025-07-17 13F Eclectic Associates Inc /adv 48 817 3,20 2 414 12,80
2025-05-09 13F Wade Financial Advisory, Inc 46 257 −1,14 2 094 1,60
2025-05-01 13F Steel Peak Wealth Management LLC 0 −100,00 0
2025-08-27 13F/A Putney Financial Group LLC 144 −36,56 7 −30,00
2025-08-15 13F Blue Edge Capital, LLC 260 603 12,00 12 889 22,40
2025-07-22 13F Apexium Financial, Lp 28 751 −11,39 1 422 −3,13
2025-08-13 13F Consultiva Wealth Management, Corp. 163 0,00 8 14,29
2025-08-21 NP SFBPX - Great-West SecureFoundation Balanced ETF Fund Class A 17 924 −1,83 887 7,26
2025-08-08 13F Citizens Financial Group Inc/ri 381 238 0,13 18 856 9,43
2025-08-25 NP GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 277 657 19,80 13 733 30,92
2025-07-18 13F Client 1st Advisory Group, Llc 8 019 0,00 397 9,39
2025-08-14 13F/A Forefront Analytics, LLC 172 044 9,66 8 509 19,83
2025-08-01 13F Fire Capital Management LLC 62 938 47,60 3 113 61,33
2025-08-11 13F Aptus Capital Advisors, LLC 1 174 659 14,92 58 099 25,59
2025-07-29 13F Private Trust Co Na 50 450 −3,98 2 495 4,96
2025-08-06 13F Soltis Investment Advisors LLC 159 522 9,93 7 890 20,13
2025-07-24 13F 3Chopt Investment Partners, LLC 9 539 124,39 472 145,31
2025-08-14 13F Two Sigma Securities, Llc 141 952 125,32 7 021 146,23
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 108 964 1,11 5 389 10,50
2025-08-25 NP CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I 5 866 −6,74 290 2,11
2025-08-08 13F Atlantic Trust, LLC 10 389 7,09 514 16,86
2025-08-18 13F Wellington Capital Management, Inc. 21 542 1
2025-08-13 13F Invesco Ltd. 1 542 772 8 535,72 76 306 9 343,69
2025-07-23 13F Cohen Capital Management, Inc. 14 817 0,05 733 9,25
2025-08-06 13F Stokes Family Office, LLC 44 905 2,98 2 221 12,57
2025-07-29 NP JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 197 961 0,72 9 304 5,84
2025-07-10 13F Oldfather Financial Services, LLC 6 083 −5,20 301 3,45
2025-08-05 13F Blue Barn Wealth, LLC 9 346 16,01 462 26,92
2025-08-14 13F VPR Management LLC 37 700 −72,62 1 865 −70,09
2025-07-22 13F PUREfi Wealth, LLC 13 095 −18,64 648 −11,13
2025-08-26 NP RPAR - RPAR Risk Parity ETF 795 549 −12,19 39 348 −4,04
2025-07-09 13F Defined Wealth Management, Llc 80 106 −0,62 3 962 8,61
2025-08-26 NP ISNPX - Voya Solution 2050 Portfolio Class ADV 13 981 −1,69 692 7,47
2025-07-25 13F Courage Miller Partners, LLC 162 295 1,23 8 027 10,63
2025-08-14 13F Fmr Llc 1 768 147 −0,31 87 453 8,94
2025-07-09 13F Westmount Partners, LLC 12 882 0,08 637 9,45
2025-07-29 13F Creekside Partners 61 695 2,15 3 051 11,64
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 302 086 −31,39 14 941 −25,02
2025-07-10 13F Moller Financial Services 269 931 3,90 13 351 13,54
2025-08-14 13F MidWestOne Financial Group, Inc. 6 243 0,00 309 9,22
2025-08-04 13F Syverson Strege & Co 9 807 0,00 485 9,48
2025-08-11 13F NewEdge Wealth, LLC 438 874 2,81 22 273 15,29
2025-08-12 13F NDVR, Inc. 177 227 2,13 8 766 11,60
2025-07-28 13F Allianz Asset Management GmbH 382 735 200,17 18 930 228,08
2025-08-07 13F Allen Investment Management LLC 19 709 −24,67 975 −17,74
2025-07-31 13F Guardian Wealth Advisors, LLC 135 099 4,77 6 682 14,48
2025-08-11 13F Empowered Funds, LLC 1 389 256 4,79 68 713 14,51
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0
2025-08-14 13F L2 Asset Management, LLC 9 318 461
2025-07-18 13F Fmb Wealth Management 4 396 217
2025-08-11 13F Principal Securities, Inc. 229 457 4,99 11 349 17,91
2025-08-12 13F Country Trust Bank 1 581 292 5,65 78 211 15,45
2025-07-31 13F Money Design Co.,Ltd. 1 757 212 2,42 87 11,69
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-08-26 13F Claris Financial LLC 6 575 0,12 325 12,46
2025-05-27 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 118 399 2,62 5 359 5,45
2025-05-08 13F Aspiring Ventures, LLC 0 −100,00 0
2025-08-14 13F Boston Private Wealth Llc 86 743 4 290
2025-07-28 13F Delap Wealth Advisory, Llc 76 494 78,80 3 783 95,40
2025-08-14 13F Bakala Capital Management LLC 33 916 −9,94 1 677 −1,58
2025-08-08 13F Investment Partners, Ltd. 153 169 7,15 7 576 17,10
2025-07-11 13F SILVER OAK SECURITIES, Inc 54 990 4,06 2 720 13,58
2025-07-22 13F/A Elser Financial Planning, Inc 7 401 14,71 366 25,34
2025-07-31 13F Lee Danner & Bass Inc 86 434 −0,71 4 275 8,53
2025-08-07 13F Beese Fulmer Investment Management, Inc. 7 607 −21,56 376 −14,16
2025-07-10 13F Pachira Investments Inc. 65 798 10,54 3 254 20,65
2025-08-13 13F JBR Co Financial Management Inc 6 317 −4,32 312 4,70
2025-08-11 13F Sierra Capital LLC 153 849 −8,07 8 0,00
2025-07-11 13F BTC Capital Management, Inc. 342 320 5,99 16 931 15,81
2025-07-29 13F Carmel Capital Partners, LLC 8 779 87,83 434 105,69
2025-08-14 13F Financial Strategies Group, Inc. 79 109 −0,47 3 923 13,45
2025-07-10 13F NorthCrest Asset Manangement, LLC 66 398 2,05 3 321 12,81
2025-08-12 13F Insigneo Advisory Services, Llc 16 645 25,29 823 36,94
2025-07-23 13F 1 North Wealth Services Llc 58 81,25 3 100,00
2025-08-14 13F Matrix Private Capital Group Llc 121 890 −1,81 6 029 7,30
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-08-14 13F Nepc Llc 2 234 655 5,74 110 526 15,55
2025-08-26 NP Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 8 522 −5,13 421 3,69
2025-09-09 13F Cambridge Financial Group, LLC 11 814 0,10 584 9,36
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 281 298 0,05 13 913 9,33
2025-07-22 13F 4Thought Financial Group Inc. 159 631 1,89 7 895 11,35
2025-08-07 13F Topel & Distasi Wealth Management, LLC 40 546 −1,18 2 005 7,97
2025-08-14 13F Jane Street Group, Llc Call 0 −100,00 0 −100,00
2025-07-29 13F Financial Guidance Group, Inc. 49 677 −1,70 2 457 7,43
2025-08-14 13F Vivaldi Capital Management, LLC 22 803 −3,08 1 128 5,92
2025-07-07 13F Nova Wealth Management, Inc. 0 −100,00 0 −100,00
2025-07-29 13F First Bancorp, Inc /ME/ 65 075 −3,57 3 219 5,37
2025-08-14 13F Stifel Financial Corp 4 557 925 −0,34 225 436 8,91
2025-08-05 13F Next Capital Management LLC 9 964 −22,10 493 −14,88
2025-07-24 13F Folger Nolan Fleming Douglas Capital Management, Inc 10 022 0,00 496 9,27
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19 073 −0,44 943 8,64
2025-08-14 13F Janus Henderson Group Plc 1 121 337 −1,53 55 461 7,49
2025-08-12 13F Tocqueville Asset Management L.p. 394 365 −3,12 19 505 5,87
2025-08-14 13F Aperture Investors, LLC 263 332 0,00 13 024 9,28
2025-08-13 13F Walleye Trading LLC Call 0 −100,00 0
2025-07-17 13F Flywheel Private Wealth LLC 42 710 2,63 2 112 12,16
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-07-07 13F Avenue 1 Advisors, LLC 19 795 3,57 979 13,18
2025-07-24 13F Jfs Wealth Advisors, Llc 250 180 3,91 12 374 13,55
2025-08-11 13F Regal Investment Advisors LLC 220 924 1,85 10 927 11,30
2025-07-23 13F Intergy Private Wealth, LLC 7 755 −3,15 384 5,80
2025-08-11 13F Rockbridge Investment Management, LCC 134 133 −1,31 6 634 7,85
2025-08-11 13F Mosaic Advisors LLC 32 008 −0,65 1 583 8,57
2025-08-14 13F First Manhattan Co 163 277 56,34 8 076 70,86
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 224 0,00 11 10,00
2025-07-25 13F Northwest Capital Management Inc 473 0,00 23 9,52
2025-08-01 13F Cedar Point Capital Partners, LLC 124 809 −9,27 6 173 −0,84
2025-07-24 13F Robertson Stephens Wealth Management, LLC 177 261 −4,27 8 767 4,62
2025-07-09 13F Dynamic Advisor Solutions LLC 278 264 −7,11 13 763 1,50
2025-08-13 13F ARGI Investment Services, LLC 1 884 453 −5,33 93 205 3,45
2025-07-14 13F Ridgewood Investments LLC 5 308 53,06 263 67,95
2025-07-29 13F Koshinski Asset Management, Inc. 41 746 1,85 2 065 11,27
2025-04-29 13F Hm Payson & Co 56 539 −1,33 2 559 1,39
2025-08-14 13F Family Management Corp 0 −100,00 0
2025-07-29 NP JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 203 367 −4,57 9 558 0,27
2025-07-14 13F Toth Financial Advisory Corp 389 0,00 19 11,76
2025-07-15 13F Mather Group, Llc. 1 746 213 −3,51 86 368 5,45
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 6 709 −0,67 332 8,52
2025-08-14 13F Royal Bank Of Canada 13 378 222 1,48 661 686 10,90
2025-08-04 13F Beirne Wealth Consulting Services, LLC 141 095 0,29 6 979 9,60
2025-08-14 13F Parkwood LLC 1 190 229 1 229,79 59 1 350,00
2025-08-07 13F W Advisors, Llc 4 498 0,02 222 9,36
2025-07-18 13F Martel Wealth Advisors Inc 126 991 −1,93 6 281 7,17
2025-07-24 13F rebel Financial LLC 119 697 5 920
2025-07-08 13F Boltwood Capital Management 10 938 0,00 541 9,09
2025-07-10 13F Stonekeep Investments, LLC 133 718 −0,08 6 614 9,20
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 220 611 −13,14 10 369 −8,74
2025-08-06 13F Ethos Financial Group, LLC 114 102 8,77 5 643 22,14
2025-08-07 13F King Luther Capital Management Corp 757 27,66
2025-07-08 13F Arlington Trust Co LLC 6 477 14,03 320 24,51
2025-07-09 13F Massmutual Trust Co Fsb/adv 321 273 0,42 15 890 9,74
2025-07-17 13F Sterling Investment Advisors, Ltd. 12 195 −5,10 603 3,79
2025-08-05 13F Dynasty Wealth Management, Llc 202 530 −5,79 10 017 2,96
2025-08-13 13F Shepherd Financial Partners LLC 25 490 −19,02 1 261 −11,52
2025-08-06 13F Cloud Capital Management, LLC 10 405 5,95 1
2025-05-13 13F Gen-Wealth Partners Inc 0 −100,00 0
2025-05-13 13F Mondrian Investment Partners LTD 344 16
2025-07-23 13F ETF Portfolio Partners, Inc. 11 173 0,00 553 9,31
2025-07-08 13F Northwest & Ethical Investments L.P. 0 −100,00 0 −100,00
2025-07-31 13F Jordan Park Group LLC 510 529 14,52 25 251 25,14
2025-08-01 13F First Command Advisory Services, Inc. 1 817 18,37 90 28,99
2025-08-13 13F Nicolet Advisory Services, Llc 8 362 12,71 414 33,12
2025-04-17 13F Rs Crum Inc. 36 426 −1,89 1 649 0,80
2025-08-06 13F AE Wealth Management LLC 78 719 1,51 3 893 10,94
2025-08-12 13F State Farm Mutual Automobile Insurance Co 0 −100,00 0
2025-08-07 13F Evoke Wealth, Llc 1 332 571 5,39 65 909 15,17
2025-08-07 13F Traynor Capital Management, Inc. 4 541 226
2025-07-14 13F Southland Equity Partners LLC 34 640 334,09 1 713 374,52
2025-07-15 13F Financial Management Professionals, Inc. 644 86,13 32 106,67
2025-08-12 13F Putnam Fl Investment Management Co 12 610 −11,77 624 −3,56
2025-08-06 13F Savant Capital, LLC 232 790 12,50 11 514 22,94
2025-07-17 13F Global Trust Asset Management, LLC 2 984 −4,54 148 4,26
2025-07-28 13F Sterling Financial Planning, Inc. 6 264 0,24 310 9,57
2025-07-15 13F Signet Financial Management, Llc 13 942 −7,66 690 0,88
2025-07-11 13F Coastwise Capital Group, LLC 7 308 −3,03 361 5,87
2025-08-13 13F Lido Advisors, LLC 421 915 196,95 20 868 224,53
2025-07-21 13F Synergy Financial Management, LLC 15 034 744
2025-08-04 13F Human Investing LLC 357 736 3,91 17 700 13,59
2025-08-08 13F Truepoint, Inc. 64 640 −8,40 3 197 0,09
2025-07-28 13F Innova Wealth Partners 48 519 −3,65 2 400 5,27
2025-08-14 13F Hilltop Holdings Inc. 29 739 −4,56 1 471 4,26
2025-08-14 13F Investmark Advisory Group LLC 5 873 0,15 290 9,43
2025-07-30 13F Granite Harbor Advisors, Inc. 82 661 −2,45 4 088 6,60
2025-08-14 13F Harvest Investment Advisors, LLC 98 619 −1,25 4 878 7,90
2025-07-16 13F Kiley Juergens Wealth Management, Llc 23 634 −0,58 1 169 8,65
2025-07-24 13F Game Plan Financial Advisors, LLC 10 0,00 0
2025-08-15 13F Strategic Investment Advisors / MI 425 686 −0,78 21 054 8,43
2025-08-04 13F Spire Wealth Management 56 512 −10,19 2 795 −1,86
2025-07-17 13F Smith, Salley & Associates 8 052 0,00 398 9,34
2025-07-22 13F Capital Advisors Inc/ok 1 009 063 1,29 49 908 10,70
2025-08-13 13F Strategic Financial Planning, Inc. 306 874 1,98 15 178 11,47
2025-08-08 13F Canada Post Corp Registered Pension Plan 170 000 8 408
2025-08-11 13F Mill Creek Capital Advisors, LLC 27 088 −22,36 1 340 −15,20
2025-08-12 13F Shakespeare Wealth Management, Inc. 19 269 2,32 953 11,85
2025-07-18 13F Consolidated Portfolio Review Corp 140 600 0,73 6 954 10,08
2025-07-25 13F Advocate Group Llc 121 274 1,98 5 998 11,45
2025-04-28 13F Great Point Wealth Advisors, LLC 49 991 −2,64 2 263 0,04
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 635 173 5,08 31 343 14,37
2025-07-30 13F Schwartz Investment Counsel Inc 12 509 −4,34 619 4,57
2025-07-31 13F Gill Capital Partners, Llc 39 018 −6,45 1 930 2,23
2025-05-16 13F Redwood Investments, LLC 0 −100,00 0
2025-07-09 13F Aaron Wealth Advisors LLC 14 566 0,17 720 9,42
2025-07-24 13F Copperwynd Financial, LLC 209 056 −11,60 10 340 −3,39
2025-08-08 13F Chandler Asset Management, Inc. 500 055 −0,52 24 733 8,71
2025-08-15 13F Stonebridge Capital Advisors LLC 4 261 211
2025-07-17 13F KG&L Capital Management,LLC 9 673 −2,75 478 6,22
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 19 397 8,31 963 18,89
2025-08-14 13F LM Advisors LLC 69 876 −1,55 3 0,00
2025-07-31 13F Wealthfront Advisers Llc 45 479 372 0,13 2 249 410 9,42
2025-08-06 13F Modera Wealth Management, LLC 1 745 696 −1,76 86 342 7,36
2025-08-13 13F Rockport Wealth LLC 11 941 −1,70 591 7,47
2025-08-11 13F MainStreet Investment Advisors LLC 215 775 −1,92 10 672 7,18
2025-07-24 13F Etesian Wealth Advisors, Inc. 9 834 −15,24 486 −7,43
2025-08-06 13F Commonwealth Equity Services, Llc 7 381 487 −2,31 365 7,04
2025-07-17 13F Melfa Wealth Management, Llc 7 830 0,77 387 10,26
2025-07-29 13F Riverbend Wealth Management, LLC 4 088 202
2025-07-28 13F Boston Trust Walden Corp 226 069 −6,55 11 181 2,12
2025-08-06 13F SNS Financial Group, LLC 508 043 −2,50 25 128 6,54
2025-07-31 13F United Community Bank 40 086 −11,52 1 983 −3,32
2025-07-09 13F OLIO Financial Planning 41 537 −2,94 2 054 6,10
2025-07-22 13F Rockingstone Advisors LLC 25 645 4,24 1 268 13,93
2025-08-26 13F Zeit Capital LLC 156 484 −0,03 7 740 9,25
2025-08-18 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-08-14 13F Aberdeen Wealth Management LLC 1 823 6,92 90 16,88
2025-07-25 13F Total Clarity Wealth Management, Inc. 12 717 −0,14 629 12,14
2025-08-05 13F Oakwell Private Wealth Management, LLC 104 938 −1,93 5 190 7,19
2025-07-15 13F Revisor Wealth Management LLC 33 682 −14,98 1 673 −6,70
2025-07-17 13F Mustard Seed Financial, LLC 16 730 −2,67 827 6,44
2025-07-30 13F Berkeley Capital Partners, LLC 16 348 −8,50 809 0,00
2025-07-30 13F Fairway Wealth LLC 127 682 −15,13 6 315 −7,24
2025-08-12 13F North Star Asset Management Inc 130 139 −1,33 6 437 7,82
2025-04-14 13F Orrstown Financial Services Inc 0 −100,00 0
2025-08-12 13F Lodestone Wealth Management LLC 7 111 29,79 352 42,11
2025-07-09 13F Riversedge Advisors, Llc 528 209 13,75 26 125 24,30
2025-05-07 13F Objective Capital Management, LLC 0 −100,00 0
2025-07-09 13F Sapient Capital Llc 14 880 1,26 736 10,53
2025-05-09 13F Thoroughbred Financial Services, Llc 0 −100,00 0
2025-08-13 13F Sonoma Private Wealth LLC 6 344 0,00 314 9,06
2025-07-18 13F Generali Investments CEE, investicni spolecnost, a.s. 165 500 0,00 8 186 9,28
2025-08-01 13F Biltmore Family Office, LLC 5 245 0,00 259 9,28
2025-08-14 13F CIBC World Markets Inc. 325 211 −9,36 16 085 −0,95
2025-07-23 13F Fortis Advisors, LLC 16 320 0,28 807 9,65
2025-08-08 13F Empower Advisory Group, LLC 34 535 105 1,33 1 708 106 10,73
2025-08-14 13F First Financial Bankshares Inc 959 147 0,53 47 439 9,86
2025-07-23 13F Axos Invest Inc. 126 381 −6,94 6 251 1,69
2025-07-24 13F Invictus Private Wealth, Llc 983 983 7,92 48 668 17,94
2025-07-29 13F BKM Wealth Management, LLC 88 733 −0,90 4 389 8,29
2025-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 0 −100,00 0
2025-07-31 13F Jackson Hole Capital Partners, LLC 117 023 2,32 5 788 11,80
2025-07-24 13F MSH Capital Advisors LLC 11 317 −0,60 560 8,54
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 90 908 6,55 4 496 16,45
2025-08-14 13F Integrated Investment Consultants, LLC 17 532 0,89 867 10,31
2025-07-31 13F CVA Family Office, LLC 6 223 0,02 308 9,25
2025-08-13 13F Victory Financial Group, Llc 87 753 −16,40 4 340 −8,65
2025-08-12 13F American Century Companies Inc 0 −100,00 0
2025-07-17 13F LifeGuide Financial Advisors, LLC 34 623 8,64 1 712 18,72
2025-07-09 13F Post Resch Tallon Group Inc. 8 497 −4,70 420 4,48
2025-08-28 NP Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A 23 351 57,27 1 155 71,73
2025-07-10 13F Anderson Hoagland & Co 189 462 −22,10 9 371 −3,41
2025-08-13 13F BlackDiamond Wealth Management Inc. 52 645 0,14 2 614 7,53
2025-08-06 13F Wedbush Securities Inc 110 100 16,24 5 25,00
2025-07-23 13F Arcataur Capital Management LLC 248 501 1,84 12 291 11,29
2025-08-04 13F Atria Investments Llc 616 001 −5,85 30 467 2,89
2025-07-22 13F Global Strategic Investment Solutions, LLC 41 068 −19,04 2 031 −11,50
2025-08-14 13F Staley Capital Advisers Inc 608 220 0,61 30 083 9,94
2025-08-08 13F TD Capital Management LLC 463 0,00 23 10,00
2025-07-25 13F Hazlett, Burt & Watson, Inc. 2 763 0,18 0
2025-08-14 13F Sunbelt Securities, Inc. 4 178 1,80 184 −1,08
2025-08-13 13F Financial Freedom, LLC 25 629 306,42 1 268 344,56
2025-07-24 13F Galvin, Gaustad & Stein, LLC 218 839 1,12 10 824 10,51
2025-07-25 13F Atria Wealth Solutions, Inc. 170 973 −78,67 8 497 −76,58
2025-08-12 13F Barings Llc 40 756 0,00 2 016 9,27
2025-07-29 13F Liberty Square Wealth Partners Llc 32 637 −21,31 1 614 −14,01
2025-05-12 13F Sandy Spring Bank 199 516 1,20 9 030 4,01
2025-07-21 13F Warner Financial, Inc 91 635 1,33 5 0,00
2025-08-05 13F American Institute for Advanced Investment Management, LLP 5 408 5,25 267 15,09
2025-08-01 13F Centerpoint Advisors, LLC 0 −100,00 0
2025-08-14 13F RMB Capital Management, LLC 5 628 278
2025-08-28 NP RSEE - Rareview Systematic Equity ETF 143 735 −15,55 7 109 −7,70
2025-07-11 13F Caldwell Securities, Inc 3 801 1,66 188 11,24
2025-08-07 13F Cahill Financial Advisors Inc 95 202 −8,16 4 709 0,36
2025-08-14 13F Private Capital Management, LLC 4 679 −2,60 231 6,45
2025-08-07 13F Brio Consultants, LLC 0 −100,00 0
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 6 769 065 −11,04 334 798 −2,79
2025-05-01 13F Quest 10 Wealth Builders, Inc. 435 0,00 20 0,00
2025-08-18 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-08-07 13F S&co Inc 111 972 0,54 6 0,00
2025-07-17 13F LexAurum Advisors, LLC 11 045 0,11 546 9,42
2025-08-07 13F Mayport, Llc 22 684 −14,17 1 122 −6,27
2025-08-15 13F Captrust Financial Advisors 1 259 850 3,53 62 312 13,14
2025-07-16 13F Highline Wealth Partners Llc 449 483,12 22 633,33
2025-08-01 13F Envestnet Asset Management Inc 44 048 578 0,55 2 178 569 9,88
2025-08-04 13F Keybank National Association/oh 2 591 543 −1,15 128 178 8,03
2025-07-16 13F Essex Financial Services, Inc. 15 632 −4,89 773 4,04
2025-04-28 13F Pinnacle Financial Partners Inc 594 759 4,12 26 627 2,07
2025-07-17 13F XY Planning Network, Inc. 101 344 14,73 5 012 25,39
2025-07-31 13F Whipplewood Advisors, LLC 37 632 18,71 1 861 8,13
2025-07-09 13F First Bank & Trust 454 945 0,06 22 502 9,34
2025-08-08 13F D'Orazio & Associates, Inc. 67 944 −13,90 3 361 −5,91
2025-08-25 13F Silverlake Wealth Management Llc 12 604 623
2025-07-10 13F Fulton Bank, N.a. 12 765 1,73 631 11,29
2025-07-23 13F TPG Financial Advisors, LLC 71 247 11,63 3 524 21,99
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 21 717 0,00 1 074 9,37
2025-08-19 13F Advisory Services Network, LLC 213 853 95,58 10 650 115,22
2025-08-05 13F Meridian Management Co 332 451 −29,48 16 556 −22,41
2025-08-08 13F Security Financial Services, INC. 76 286 0,09 3 773 9,39
2025-07-28 13F Smart Portfolios, LLC 27 293 −14,01 1 350 −6,06
2025-08-04 13F Evergreen Wealth Management, LLC 9 863 −1,60 488 7,51
2025-08-08 13F Compass Financial Services Inc 919 45
2025-08-14 13F East Coast Asset Management, LLC. 4 337 215
2025-08-14 13F Main Street Financial Solutions, LLC 119 821 6,67 5 926 16,58
2025-08-11 13F Platform Technology Partners 11 594 2,16 573 11,70
2025-08-05 13F Plante Moran Financial Advisors, LLC 146 −69,00 7 −66,67
2025-07-11 13F Busey Wealth Management 20 710 3,20 1 024 12,78
2025-08-14 13F FC Advisory LLC 25 533 −4,84 1 263 3,95
2025-07-23 13F West Paces Advisors Inc. 3 832 93,93 190 112,36
2025-07-31 13F CNB Bank 1 673 0,00 83 9,33
2025-07-22 13F Rocky Mountain Advisers, Llc 22 0,00 1
2025-07-01 13F Private Client Services, Llc 109 602 32,81 5 421 45,11
2025-08-12 13F Blueprint Financial Advisors LLC 53 492 2 646
2025-07-16 13F Legend Financial Advisors, Inc. 8 0
2025-08-08 13F/A Sterling Capital Management LLC 8 342 0,00 413 9,28
2025-08-14 13F Gotham Asset Management, LLC 65 377 5,63 3 234 15,42
2025-07-28 13F Fairman Group, LLC 5 283 −10,61 261 1,16
2025-08-05 13F Bank of New York Mellon Corp 10 999 008 −1,81 544 011 7,30
2025-08-13 13F WCG Wealth Advisors LLC 14 721 −0,83 728 8,49
2025-08-08 13F Avalon Trust Co 1 296 64
2025-08-19 13F Cape Investment Advisory, Inc. 7 372 1,58 365 10,98
2025-07-31 13F Prentice Wealth Management LLC 58 095 −80,99 2 873 −79,23
2025-08-14 13F New Vernon Capital Holdings II LLC 284 473 −96,79 14 070 7 115,38
2025-07-29 13F International Assets Investment Management, Llc 30 985 −4,77 1 533 4,08
2025-08-11 13F Root Financial Partners, LLC 51 082 −9,72 2 527 −1,41
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 −100,00 0
2025-08-11 13F PAX Financial Group, LLC 56 314 −1,56 2 785 7,57
2025-08-11 13F WPG Advisers, LLC 5 289 −6,62 262 1,95
2025-08-14 13F/A Barclays Plc Put 0 −100,00 0 −100,00
2025-07-21 13F Family CFO Inc 71 994 0,29 3 561 9,61
2025-04-21 13F LifeWealth Investments, LLC 0 −100,00 0
2025-07-24 13F Von Berge Wealth Management Group, LLC 86 765 −1,64 4 404 10,90
2025-08-12 13F Founders Financial Alliance, LLC 11 050 0,02 547 9,20
2025-07-10 13F Sunflower Bank, N.A. 131 227 −4,37 6 490 4,51
2025-08-26 NP EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 92 200 0,00 4 560 9,30
2025-07-14 13F Signature Securities Group Corporation 18 315 −29,01 906 −22,45
2025-08-13 13F Fpc Investment Advisory, Inc. 4 256 215
2025-08-14 13F Kitching Partners, Llc 85 777 8,30 4 243 18,36
2025-07-17 13F Barry Investment Advisors, LLC 201 452 −0,00 9 964 9,28
2025-07-08 13F Dover Advisors, Llc 8 732 2,61 432 11,95
2025-08-11 13F Wescott Financial Advisory Group, LLC 12 495 19,44 618 30,44
2025-07-15 13F Signal Tree Financial Partners Llc 85 398 −7,43 4 224 1,15
2025-09-03 13F American Trust 211 265 10 449
2025-08-14 13F Operose Advisors LLC 555 0,00 27 8,00
2025-08-13 13F New Harbor Financial Group, LLC 5 425 −10,03 268 −1,47
2025-08-26 NP ISNKX - Voya Solution 2040 Portfolio Class ADV 16 937 0,54 838 9,84
2025-08-06 13F True Wealth Design, LLC 0 −100,00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 443 983 15,26 21 959 25,96
2025-08-11 13F Sofi Wealth, Llc 1 161 374 3,63 57 442 13,25
2025-08-14 13F Manufacturers Life Insurance Company, The 3 687 220 4,98 182 370 14,72
2025-08-12 13F Jefferies Financial Group Inc. 157 600 7 795
2025-07-24 13F NavPoint Financial, Inc. 55 534 −8,70 2 747 −0,22
2025-07-14 13F Painted Porch Advisors LLC 45 −8,16 2 0,00
2025-07-15 13F RTD Financial Advisors, Inc. 278 814 −4,88 13 790 3,94
2025-08-04 13F AlphaStar Capital Management, LLC 65 453 3 237
2025-07-17 13F Peoples Financial Services Corp. 2 187 −17,00 108 −9,24
2025-07-22 13F Brown Miller Wealth Management, LLC 49 782 2,92 2 462 12,47
2025-07-30 13F Brookstone Capital Management 362 732 15,87 17 941 26,62
2025-07-14 13F Oliver Luxxe Assets LLC 109 487 42,87 5 415 56,14
2025-07-17 13F SC&H Financial Advisors, Inc. 5 338 0,36 264 10,00
2025-07-24 13F Leo Wealth, LLC 41 198 68,76 2 038 84,51
2025-08-12 13F Waterloo Capital, L.P. 169 087 5,33 8 363 15,11
2025-04-11 13F Annex Advisory Services, LLC 0 −100,00 0
2025-07-16 13F Signature Resources Capital Management, LLC 410 −50,72 20 −45,95
2025-08-08 13F SBI Securities Co., Ltd. 260 189 4,67 12 869 14,37
2025-07-17 13F Keystone Global Partners, LLC 0 −100,00 0
2025-08-01 13F Koss-Olinger Consulting, LLC 210 530 −7,74 10 413 0,81
2025-08-07 13F Fountainhead AM, LLC 240 832 −4,03 11 912 4,87
2025-08-04 13F Pinnacle Associates Ltd 147 365 2,55 7 289 12,05
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 181 432 2,95 8 974 12,50
2025-07-10 13F Waypoint Wealth Partners Inc. 15 494 0,00 766 9,27
2025-08-06 13F Summit Wealth Group, LLC 113 003 4,00 6 25,00
2025-08-14 13F Ausdal Financial Partners, Inc. 25 375 5,42 1 255 15,15
2025-08-07 13F Tilson Financial Group, Inc. 16 708 −0,42 1
2025-07-25 13F Apollon Financial, LLC 4 370 216
2025-08-07 13F LOM Asset Management Ltd 2 400 0
2025-07-15 13F James J. Burns & Company, LLC 111 608 3,81 5 520 13,46
2025-07-30 13F Dupont Capital Management Corp 556 867 0,00 27 543 9,28
2025-08-14 13F Fortress Financial Group, Llc 4 319 214
2025-08-28 NP ELM - Elm Market Navigator ETF 720 849 −28,06 35 653 −21,38
2025-08-08 13F Intrua Financial, LLC 46 147 −40,47 2 282 −34,95
2025-08-04 13F Daymark Wealth Partners, Llc 47 502 −13,74 2 349 −5,74
2025-08-11 13F Tamar Securities, LLC 157 681 2,56 7 799 12,07
2025-08-07 13F Prudent Man Investment Management, Inc. 38 0,00 2 0,00
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-07-17 13F Kelly Financial Services LLC 4 676 1,81 231 11,59
2025-07-29 13F Crux Wealth Advisors 6 855 −40,71 339 −35,18
2025-08-14 13F Headinvest, Llc 98 997 −2,48 4 896 6,57
2025-08-05 13F Holistic Financial Partners 35 313 0,46 1 747 9,81
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 36 0,00 2 0,00
2025-07-24 13F Shayne & Co., Llc 4 112 203
2025-08-14 13F Sei Investments Co 11 359 506 −2,75 561 841 6,28
2025-07-31 13F Orion Capital Management LLC 91 0,00 5 0,00
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 17 038 −4,51 843 4,34
2025-07-14 13F Sound Stewardship, LLC 43 021 12,78 2 128 23,23
2025-07-31 13F Opus Capital Group, LLC 96 774 3,72 5 0,00
2025-07-29 13F Mountain Capital Investment Advisors, Inc 172 248 2,60 8 554 13,16
2025-07-29 13F Aire Advisors, Llc 37 807 −0,46 1 870 8,73
2025-08-07 13F Delta Financial Advisors Llc 47 623 −0,40 2 355 8,88
2025-07-31 13F Asset Management One Co., Ltd. 141 200 0,25 6 984 9,55
2025-08-14 13F Syon Capital Llc 105 073 −1,06 5 197 8,11
2025-07-28 13F Mutual Advisors, LLC 524 429 2,52 26 662 16,16
2025-08-26 NP EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K 53 060 118,71 2 624 138,98
2025-07-29 13F SilverOak Wealth Management LLC 51 370 −1,96 2 541 7,13
2025-08-04 13F B&l Asset Management Llc 9 607 0,00 475 9,45
2025-07-22 13F Merit Financial Group, LLC 205 603 50,02 10 169 63,96
2025-08-12 13F Boston Research & Management Inc 14 126 −6,13 1
2025-05-01 13F McCarthy Grittinger Financial Group, LLC 0 −100,00 0
2025-08-01 13F Motco 12 330 −26,11 614 −18,68
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F 20 000 −4,76 989 4,11
2025-08-04 13F WNY Asset Management, LLC 4 213 208
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-17 13F Astoria Strategic Wealth, Inc. 68 442 32,30 3 385 44,60
2025-08-11 13F Pinnacle Financial Group, LLC / IL 8 074 0,00 399 9,32
2025-08-14 13F Trace Wealth Advisors, LLC 22 715 −2,22 1 123 6,85
2025-07-09 13F Sunpointe, LLC 8 371 −7,77 414 0,98
2025-07-29 13F Primoris Wealth Advisors, Llc 5 502 −3,17 272 5,84
2025-07-07 13F Park Edge Advisors, LLC 16 692 −3,54 826 5,36
2025-08-07 13F Commerce Bank 1 012 014 0,31 50 054 9,62
2025-08-14 13F CIBC Asset Management Inc 39 215 0,00 1 940 9,30
2025-08-07 13F LFA - Lugano Financial Advisors SA 5 621 278
2025-08-14 13F UBS Group AG 18 562 113 6,44 918 082 16,32
2025-07-22 13F Steele Capital Management, Inc. 1 891 839 1,20 93 570 10,60
2025-07-22 13F My Personal CFO, LLC 23 018 31,56 1 138 43,87
2025-08-14 13F UBS Group AG Call 89 500 4 427
2025-08-27 13F Tribridge Partners Financial LLC 132 021 7
2025-07-22 13F Rochester Wealth Strategies, LLC 290 382 11,60 14 362 21,96
2025-07-25 13F Evolution Advisers, Inc. 246 242 −1,86 12 9,09
2025-08-13 13F StoneX Group Inc. 34 715 −15,04 1 717 −7,14
2025-07-22 13F Hill Island Financial Llc 8 425 0,00 417 9,19
2025-07-22 13F Financial Insights, Inc. 26 871 −0,91 1 329 8,31
2025-07-30 13F Connors Investor Services Inc 187 177 3,41 9 258 13,00
2025-04-11 13F Intellectus Partners, LLC 0 −100,00 0
2025-08-12 13F Richmond Investment Services, LLC 101 095 85,73 5 000 103,00
2025-07-10 13F Affiance Financial, LLC 203 828 10,66 10 081 20,93
2025-07-17 13F K2 Financial Inc. 87 137 −4,39 4 358 10,30
2025-07-21 13F Sovereign Investment Advisors, LLC 27 983 3,47 1 384 22,59
2025-07-16 13F Cabana Llc 7 236 358
2025-07-30 13F Blume Capital Management, Inc. 150 7
2025-08-26 NP ISRAX - Voya Solution 2045 Portfolio Class ADV 141 619 −3,03 7 004 5,98
2025-07-17 13F Emerald Advisors, LLC 12 606 −14,13 623 −6,17
2025-08-14 13F Riggs Asset Managment Co. Inc. 0 −100,00 0
2025-07-22 13F Keudell/Morrison Wealth Management 19 260 −7,55 953 1,06
2025-07-24 13F Blair William & Co/il 594 805 −3,57 29 419 5,38
2025-07-23 13F Columbus Macro, LLC 90 623 0,95 4 482 10,31
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