VXF - Vanguard Index Funds - Vanguard Extended Market ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Vanguard Index Funds - Vanguard Extended Market ETF
US ˙ ARCA ˙ US9229086528

Grundläggande statistik
Institutionella ägare 895 total, 894 long only, 0 short only, 1 long/short - change of 2,39% MRQ
Genomsnittlig portföljallokering 0.5317 % - change of −2,92% MRQ
Institutionella aktier (lång) 49 276 359 (ex 13D/G) - change of −1,36MM shares −2,69% MRQ
Institutionellt värde (lång) $ 9 008 777 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard Index Funds - Vanguard Extended Market ETF (US:VXF) har 895 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 49,276,359 aktier. Största aktieägare inkluderar Morgan Stanley, Wealthfront Advisers Llc, Envestnet Asset Management Inc, Bank Of America Corp /de/, Wealthspire Advisors, LLC, Vanguard Group Inc, Fifth Third Bancorp, Assetmark, Inc, Us Bancorp \de\, and LPL Financial LLC .

Vanguard Index Funds - Vanguard Extended Market ETF (ARCA:VXF) 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 19, 2025 is 212,09 / share. Previously, on September 23, 2024, the share price was 181,80 / share. This represents an increase of 16,66% over that period.

VXF / Vanguard Index Funds - Vanguard Extended Market ETF Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

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Institutionell sälj/köp-kvot

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

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

VXF / Vanguard Index Funds - Vanguard Extended Market 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
(%)
2025-04-30 13F Pineridge Advisors LLC 0 −100,00 0
2025-07-25 13F NorthRock Partners, LLC 20 100 −0,98 3 874 10,78
2025-08-14 13F CoreCap Advisors, LLC 536 26,12 103 41,10
2025-07-16 13F Brown, Lisle/cummings, Inc. 245 0,00 47 11,90
2025-07-03 13F Garde Capital, Inc. 2 000 0,00 385 11,92
2025-07-10 13F Piscataqua Savings Bank 265 0,00 51 13,33
2025-07-15 13F Five Pine Wealth Management 12 408 10,86 2 389 23,98
2025-08-13 13F StoneX Group Inc. 4 812 −10,61 927 0,00
2025-08-11 13F Howard Wealth Management, Llc 6 254 −8,58 1 205 2,29
2025-07-28 13F Copia Wealth Management 146 0,00 28 12,00
2025-07-03 13F Fiduciary Financial Group, Llc 1 774 0,00 343 22,50
2025-08-01 13F First Command Advisory Services, Inc. 0 −100,00 0
2025-08-04 13F Simon Quick Advisors, Llc 18 617 −0,09 3 588 11,78
2025-07-30 13F Lionsbridge Wealth Management LLC 7 283 58,43 1 404 77,37
2025-08-14 13F Strategic Wealth Designers 0 0
2025-07-28 13F Sagespring Wealth Partners, Llc 2 207 −6,05 425 5,20
2025-08-01 13F Chilton Capital Management Llc 16 293 −3,64 3 140 7,80
2025-07-30 13F Whittier Trust Co Of Nevada Inc 6 768 −16,54 1 304 −6,59
2025-07-15 13F Fifth Third Bancorp 1 243 904 3,63 239 713 15,93
2025-04-22 13F Veridan Wealth LLC 2 721 −5,75 469 −17,75
2025-08-15 13F Provenance Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-10 13F Bath Savings Trust Co 1 092 −40,75 210 −33,75
2025-07-15 13F Patriot Investment Management Inc. 8 084 33,93 1 558 49,86
2025-08-15 13F Blue Chip Partners, Inc. 6 107 1,09 1 177 13,08
2025-08-08 13F New England Capital Financial Advisors LLC 394 0,00 76 11,94
2025-08-01 13F Motco 262 0,00 52 13,33
2025-08-13 13F Congress Wealth Management LLC / DE / 4 030 −56,43 777 −51,35
2025-08-13 13F Keystone Financial Group 1 652 −19,30 318 −10,67
2025-07-15 13F North Star Investment Management Corp. 45 386 −0,86 8 746 10,91
2025-08-13 13F Cheviot Value Management, LLC 17 0,00 3 50,00
2025-08-04 13F Linscomb & Williams, Inc. 66 666 −2,34 12 847 9,25
2025-08-08 13F Advyzon Investment Management, LLC 4 258 821
2025-07-21 13F Precedent Wealth Partners, Llc 5 302 −0,51 1 022 11,22
2025-08-13 13F SageView Advisory Group, LLC 626 749 9,41 125 481 27,16
2025-07-28 13F Harbour Investments, Inc. 95 441 46,56 18 393 63,97
2025-08-14 13F Clifford Group, LLC 51 988 3,96 10 019 16,30
2025-08-13 13F Crescent Grove Advisors, LLC 2 308 0,00 445 11,84
2025-08-14 13F Cardiff Park Advisors, Llc 192 0,00 37 12,12
2025-08-07 13F Hughes Financial Services, LLC 943 −18,14 186 −7,04
2025-08-07 13F BOK Financial Private Wealth, Inc. 300 0,00 58 11,76
2025-08-14 13F Clarity Capital Advisors, LLC 3 102 48,14 598 65,83
2025-07-24 13F JNBA Financial Advisors 451 −3,01 87 7,50
2025-07-02 13F Central Pacific Bank - Trust Division 6 0,00 1 0,00
2025-08-05 13F Landmark Wealth Management, Inc. 51 085 42,43 9 845 59,34
2025-08-15 13F WealthCollab, LLC 425 0,00 82 10,96
2025-07-18 13F SigFig Wealth Management, LLC 556 928 −5,04 106 774 5,25
2025-08-04 13F Center for Financial Planning, Inc. 122 0,00 24 9,52
2025-07-25 13F Fifth Third Wealth Advisors LLC 8 594 1 656
2025-07-30 13F Klingman & Associates, LLC 1 090 210
2025-08-14 13F Evergreen Capital Management Llc 1 127 217
2025-07-29 13F Yoffe Investment Management, LLC 6 629 0,05 1 278 11,92
2025-08-13 13F Continuum Advisory, LLC 101 232 4,73 19 508 17,17
2025-08-05 13F Lincoln National Corp 169 960 4,50 32 753 16,91
2025-08-04 13F Integrity Alliance, Llc. 1 680 324
2025-07-15 13F Td Private Client Wealth Llc 420 323 5,78 81 000 18,34
2025-07-10 13F Moody National Bank Trust Division 146 474 11,08 28 227 24,27
2025-08-07 13F Kestra Private Wealth Services, Llc 11 670 −3,22 2 249 8,23
2025-08-08 13F Wealth Alliance 15 049 391,16 2 900 450,28
2025-08-14 13F London Co Of Virginia 468 −58,80 90 −53,85
2025-07-11 13F Westfuller Advisors, LLC 5 560 −0,07 1 071 11,80
2025-08-08 13F Pnc Financial Services Group, Inc. 33 358 6,21 6 428 18,82
2025-08-12 13F 17 Capital Partners, Llc 2 229 22,27 430 36,62
2025-08-13 13F Capital Advisors Wealth Management, LLC 1 909 −18,28 368 −8,71
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-06 13F Washington Trust Bank 5 526 0,00 1 065 11,88
2025-08-05 13F Bank Of Montreal /can/ 5 282 −13,40 1 018 −3,14
2025-08-12 13F Archer Investment Corp 4 532 12,68 873 26,16
2025-08-13 13F Green Harvest Asset Management LLC 1 598 −6,17 308 4,78
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 0 −100,00 0 −100,00
2025-05-29 NP SIRAX - Sierra Tactical All Asset Fund Class A 0 −100,00 0 −100,00
2025-08-07 13F Parkside Financial Bank & Trust 150 0,00 29 12,00
2025-08-13 13F Kilter Group LLC 64 12
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 0 −100,00 0 −100,00
2025-08-04 13F Spinnaker Trust 2 010 0,00 387 11,85
2025-08-13 13F Russell Investments Group, Ltd. 1 222 26,90 236 42,42
2025-07-31 13F Topsail Wealth Management, LLC 48 429 3,46 9 333 15,74
2025-07-14 13F Sowell Financial Services LLC 1 566 1,69 302 13,58
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 714 574 −0,31 137 706 11,52
2025-08-13 13F Per Stirling Capital Management, LLC. 1 279 1,99 246 14,42
2025-08-12 13F Mustico Financial Group, Inc. 1 044 205
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-08-14 13F Tudor Investment Corp Et Al 34 210 176,00 6 593 208,76
2025-08-15 13F Keel Point, LLC 73 719 −0,41 14 206 11,42
2025-07-22 13F SOL Capital Management CO 85 929 14,91 17 33,33
2025-07-23 13F Prime Capital Investment Advisors, LLC 30 138 −36,59 5 808 −29,06
2025-07-01 13F Park National Corp /oh/ 6 390 −1,77 1 231 9,91
2025-07-10 13F Family Legacy Financial Solutions, LLC 39 8
2025-08-05 13F Dunhill Financial, LLC 292 0,00 56 12,00
2025-07-08 13F RMR Wealth Builders 1 377 −14,84 265 −4,68
2025-07-15 13F Evanson Asset Management, LLC 3 388 124,07 653 150,77
2025-07-03 13F Lam Group, Inc. 44 410 3,17 8 558 15,43
2025-08-07 13F Cvfg Llc 4 840 0,19 933 12,02
2025-07-17 13F Vermillion Wealth Management, Inc. 76 0,00 15 7,69
2025-08-13 13F Fiduciary Group LLC 57 678 −1,47 11 115 10,24
2025-07-18 13F SOA Wealth Advisors, LLC. 11 10,00 2 100,00
2025-07-07 13F Retirement Wealth Solutions LLC 17 359 −1,15 3 345 10,58
2025-07-18 13F Pure Financial Advisors, Inc. 37 994 2,21 7 322 14,34
2025-08-14 13F Goldman Sachs Group Inc 686 998 −9,06 132 391 1,74
2025-07-25 13F Concord Wealth Partners 337 0,00 65 12,07
2025-07-22 13F Inlight Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 13 876 −11,08 2 674 −0,52
2025-05-20 13F Jupiter Wealth Management LLC 0 −100,00 0
2025-07-17 13F Coastline Trust Co 12 715 0,00 2 450 11,87
2025-07-09 13F VisionPoint Advisory Group, LLC 1 650 318
2025-05-12 13F Owen LaRue, LLC 0 −100,00 0
2025-08-14 13F Mml Investors Services, Llc 190 872 −2,26 37 9,09
2025-08-12 13F Deutsche Bank Ag\ 7 374 −40,78 1 421 −33,72
2025-07-21 13F Riverview Trust Co 152 0,00 29 11,54
2025-08-06 13F Horan Securities, Inc. 1 357 262
2025-07-31 13F Manuka Financial, LLC 1 623 0,06 313 11,83
2025-08-12 13F Twin Focus Capital Partners, Llc 14 177 −13,17 2 732 −2,84
2025-07-29 13F BKD Wealth Advisors, LLC 1 378 0,00 266 11,81
2025-04-10 13F Park Edge Advisors, LLC 0 −100,00 0
2025-08-14 13F Coastal Bridge Advisors, LLC 5 069 16,50 977 30,31
2025-08-14 13F Bnp Paribas Arbitrage, Sa 285 661 −1,43 55 050 10,28
2025-07-31 13F/A Interchange Capital Partners, LLC 1 560 301
2025-08-26 NP UPAR - UPAR Ultra Risk Parity ETF 9 592 −20,19 1 848 −10,72
2025-08-06 13F Valtinson Bruner Financial Planning LLC 6 510 1 255
2025-08-15 13F Truefg, Llc 2 345 7,18 452 19,95
2025-08-08 13F CWS Financial Advisors, LLC 17 465 −13,29 3 366 −3,00
2025-07-08 13F Advance Capital Management, Inc. 5 073 −0,96 978 10,77
2025-07-16 13F Beaumont Financial Advisors, LLC 3 797 0,00 732 11,77
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 5 485 −46,21 1 057 −39,84
2025-08-01 13F Equita Financial Network, Inc. 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 38 041 58,68 7 331 77,52
2025-08-06 13F AE Wealth Management LLC 8 770 85,88 1 690 108,00
2025-08-12 13F MAI Capital Management 45 028 −0,65 8 677 11,14
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-18 13F Victrix Investment Advisors 4 447 −6,42 857 4,65
2025-07-02 13F Boston Standard Wealth Management, LLC 35 187 17,93 6 781 34,65
2025-08-13 13F Truvestments Capital Llc 74 −1,33 14 16,67
2025-08-08 13F Avantax Advisory Services, Inc. 16 050 −0,27 3 093 11,58
2025-08-12 13F RPG Investment Advisory, LLC 3 436 −49,72 662 −43,76
2025-08-14 13F LaSalle St. Investment Advisors, LLC 12 493 17,28 2 100,00
2025-07-14 13F Acropolis Investment Management, LLC 0 −100,00 0
2025-08-14 13F Summit Trail Advisors, Llc 4 839 933
2025-07-29 13F Fundamentun, Llc 1 781 50,93 343 68,97
2025-08-13 13F Rsm Us Wealth Management Llc 6 410 5,15 1 235 17,62
2025-05-12 13F Benjamin Edwards Inc 0 −100,00 0
2025-07-31 13F Moser Wealth Advisors, LLC 275 0,00 53 10,64
2025-07-28 13F BRYN MAWR TRUST Co 11 349 0,34 2 187 12,27
2025-07-29 13F Ballast, Inc. 0 −100,00 0
2025-08-06 13F Csenge Advisory Group 2 504 −1,07 459 12,22
2025-08-05 13F Gould Asset Management Llc /ca/ 37 499 −2,37 7 226 9,22
2025-07-30 13F Bogart Wealth, LLC 3 257 −0,34 628 11,57
2025-07-08 13F FF Advisors,LLC 6 150 0,00 1 185 10,75
2025-07-23 13F Center For Asset Management LLC 4 477 −40,72 851 −34,54
2025-05-07 13F Brio Consultants, LLC 0 −100,00 0
2025-08-06 13F North Capital, Inc. 533 0,00 103 12,09
2025-08-05 13F Hunter Associates Investment Management Llc 7 849 0,00 2 0,00
2025-08-11 13F Lake Street Financial Llc 6 319 1,38 1 218 13,42
2025-08-06 13F Legacy Bridge, LLC 100 19
2025-08-13 13F Quadrant Capital Group Llc 11 413 −0,47 2 199 11,34
2025-08-05 13F Hills Bank & Trust Co 12 318 −0,19 2 374 11,62
2025-08-04 13F Savvy Advisors, Inc. 1 428 10,96 275 24,43
2025-08-15 13F CI Private Wealth, LLC 113 742 102,05 21 919 126,04
2025-07-15 13F Eaton Financial Holdings Company, LLC 2 606 0,27 502 12,30
2025-08-12 13F Long Island Wealth Management, Inc. 32 714 6,75 6 304 19,44
2025-08-12 13F New Republic Capital, LLC 493 95
2025-04-14 13F Patriot Financial Group Insurance Agency, LLC 0 −100,00 0 −100,00
2025-07-30 13F Evermay Wealth Management Llc 2 726 −0,33 525 11,46
2025-08-14 13F Money Concepts Capital Corp 4 006 44,00 772 60,96
2025-07-16 13F West Branch Capital LLC 193 0,00 37 12,12
2025-04-30 13F Greenleaf Trust 0 −100,00 0
2025-08-08 13F Emerald Investment Partners, Llc 98 0,00 19 12,50
2025-08-25 13F/A Neuberger Berman Group LLC 4 644 2,29 895 14,32
2025-04-21 13F Friedenthal Financial 0 −100,00 0
2025-05-07 13F Syntax Research, Inc. 0 −100,00 0
2025-08-15 13F Semmax Financial Advisors Inc. 10 931 0,57 2 149 11,58
2025-08-14 13F/A Rockefeller Capital Management L.P. 149 711 1,04 28 851 13,04
2025-08-01 13F Bessemer Group Inc 77 856 10,11 15 25,00
2025-07-14 13F S.A. Mason LLC 900 0,00 173 11,61
2025-07-29 13F Stephens Inc /ar/ 4 300 0,05 829 11,89
2025-07-18 13F SMI Advisory Services, LLC 66 197 −2,73 12 994 23,86
2025-08-04 13F Golden Road Advisors Llc 5 303 12,49 1 022 25,74
2025-08-14 13F Ameriprise Financial Inc 327 878 −3,85 63 191 7,39
2025-08-18 13F N.E.W. Advisory Services LLC 72 439 −14,50 13 960 −4,36
2025-07-07 13F TruWealth Advisors, LLC 5 862 −20,98 1 130 −11,59
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-11 13F Private Advisor Group, LLC 105 271 −1,89 20 287 9,76
2025-07-17 13F Luminvest Wealth Management LLC 22 750 12,89 4 390 26,45
2025-08-01 13F FSA Advisors, Inc. 0 −100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 508 98
2025-08-13 13F Everstar Asset Management, LLC 0 −100,00 0 −100,00
2025-05-15 13F/A Orion Portfolio Solutions, LLC 21 653 21,75 3 730 10,42
2025-07-31 13F BIP Wealth, LLC 16 500 −1,21 3 180 10,50
2025-08-15 13F First Heartland Consultants, Inc. 3 715 2,03 716 14,04
2025-08-04 13F L.m. Kohn & Company 3 201 −43,36 617 −36,69
2025-07-11 13F Adirondack Trust Co 15 3
2025-08-04 13F MeadowBrook Investment Advisors LLC 365 0,00 70 12,90
2025-07-15 13F Riverbridge Partners Llc 31 560 −36,63 6 082 −29,11
2025-08-14 13F Synovus Financial Corp 6 629 −2,74 1 278 8,86
2025-08-04 13F AMG National Trust Bank 2 201 0,00 424 11,87
2025-07-09 13F Mirador Capital Partners LP 1 711 −0,35 330 11,53
2025-08-01 13F Facet Wealth, Inc. 7 002 −18,46 1 385 −7,98
2025-08-12 13F Quadcap Wealth Management, LLC 1 515 0,00 292 11,92
2025-08-06 13F SJA Financial Advisory, LLC 1 190 0,25 229 12,25
2025-07-08 13F Apella Capital, LLC 5 519 −0,31 1 079 17,67
2025-08-04 13F Mesirow Financial Investment Management, Inc. 2 364 −0,04 456 11,79
2025-07-17 13F City Holding Co 180 0,00 35 9,68
2025-05-08 13F SP Asset Management LLC 0 −100,00 0
2025-08-11 13F Pin Oak Investment Advisors Inc 48 0,00 0
2025-08-13 13F Summit Financial, LLC 15 837 1,18 3 052 13,17
2025-07-28 13F Compass Advisory Group LLC 30 911 17,62 5 957 31,57
2025-07-15 13F Alpha Omega Wealth Management LLC 2 813 0,00 542 11,98
2025-05-12 13F Ameritas Investment Partners, Inc. 0 −100,00 0
2025-07-22 13F/A Red Mountain Financial, LLC 4 335 2,80 835 15,01
2025-07-11 13F First PREMIER Bank 270 0,00 0
2025-08-05 13F Mathes Company, Inc. 5 950 0,00 1 0,00
2025-07-17 13F Fee-Only Financial Planning, L.C. 11 194 0,00 2 157 11,88
2025-08-13 13F Mount Yale Investment Advisors, LLC 62 12
2025-08-13 13F Jones Financial Companies Lllp 189 794 31,78 36 388 46,06
2025-05-15 13F CAPROCK Group, Inc. 4 294 29,77 740 17,68
2025-08-14 13F Colony Group, LLC 881 813 2,24 169 935 14,37
2025-07-10 13F Trust Point Inc. 12 826 0,00 2 472 11,86
2025-07-08 13F Canandaigua National Trust Co of Florida 3 997 770
2025-07-10 13F Focus Financial Network, Inc. 4 235 0,02 816 11,93
2025-07-10 13F Selective Wealth Management, Inc. 6 412 7,37 1 268 32,12
2025-07-08 13F Legacy Private Trust Co. 180 443 −24,67 34 773 −15,73
2025-08-14 13F Evercore Wealth Management, LLC 1 755 0,00 338 11,92
2025-07-25 13F LRI Investments, LLC 437 0,00 84 12,00
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 1 370 0,00 0
2025-07-24 13F Papp L Roy & Associates 3 406 0,00 656 11,95
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 86 17
2025-07-29 13F Curbstone Financial Management Corp 11 870 0,00 2 287 11,89
2025-07-23 13F Eagle Strategies LLC 2 493 4,57 480 17,07
2025-08-11 13F ARS Investment Partners, LLC 2 975 0,00 573 1,42
2025-07-23 13F REAP Financial Group, LLC 186 36
2025-08-13 13F Plan Group Financial, LLC 1 081 208
2025-08-11 13F Cornerstone Planning Group LLC 426 −32,91 84 −20,95
2025-08-26 13F Nautilus Advisors LLC 2 000 0,00 385 11,92
2025-08-12 13F LPL Financial LLC 988 209 4,11 190 438 16,47
2025-07-14 13F AdvisorNet Financial, Inc 123 0,00 24 9,52
2025-07-31 13F/A Avion Wealth 205 17,14 0
2025-07-11 13F/A Umb Bank N A/mo 6 567 0,00 1 266 11,85
2025-08-13 13F Elios Financial Group Inc. 2 752 0,26 530 12,29
2025-07-15 13F BostonPremier Wealth LLC 8 295 −2,99 1 599 8,49
2025-07-22 13F Coastal Investment Advisors, Inc. 1 033 −2,73 199 9,34
2025-08-14 13F Wells Fargo & Company/mn 577 387 1,10 111 268 13,11
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-08-15 13F Morgan Stanley 3 655 410 1,19 704 434 13,20
2025-07-15 13F Tenon Financial LLC 334 522 105,26 61 133 117,76
2025-08-14 13F Osterweis Capital Management Inc 90 −37,50
2025-08-14 13F GWM Advisors LLC 77 099 −6,29 14 858 4,83
2025-07-31 13F Auour Investments LLC 1 256 0,00 242 13,08
2025-08-14 13F Toroso Investments, LLC 9 592 −20,19 1 848 −10,72
2025-08-13 13F Beacon Pointe Advisors, LLC 76 200 −3,78 14 684 7,65
2025-08-12 13F Associated Banc-corp 2 014 27,15 388 42,65
2025-07-22 13F Gutierrez Wealth Advisory, LLC 44 982 −0,72 8 668 11,07
2025-08-08 13F Apex Wealth Management, LLC 0 −100,00 0
2025-07-30 13F Phillips Financial Management, Llc 9 713 −0,40 1 872 11,44
2025-07-07 13F Investors Research Corp 5 −96,15 1 −100,00
2025-07-17 13F Independence Bank of Kentucky 14 0,00 3 0,00
2025-07-08 13F Parallel Advisors, LLC 1 953 −3,94 376 7,43
2025-08-13 13F Marshall Wace, Llp 0 −100,00 0
2025-08-14 13F Alliancebernstein L.p. 265 596 3,91 51 183 16,25
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 15 192 −5,97 2 928 5,17
2025-08-04 13F Bordeaux Wealth Advisors LLC 19 970 −0,15 3 848 11,73
2025-07-23 13F Sax Wealth Advisors, Llc 1 039 −13,56 200 −3,38
2025-08-12 13F SlateStone Wealth, LLC 106 254 11,33 20 25,00
2025-07-17 13F Sage Rhino Capital Llc 6 317 −9,19 1 217 1,59
2025-07-31 13F Oppenheimer & Co Inc 39 141 17,84 7 543 31,83
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 8 889 −13,50 1 713 −3,28
2025-08-15 13F Fsb Premier Wealth Management, Inc. 10 062 −3,27 1 939 8,26
2025-08-07 13F Addison Advisors LLC 413 0,00 80 11,27
2025-07-15 13F World Equity Group, Inc. 1 264 −3,14 244 8,48
2025-07-17 13F First County Bank /CT/ 2 154 −6,06 415 5,33
2025-07-30 13F Whittier Trust Co 3 944 −24,07 760 −14,99
2025-08-15 13F Kestra Advisory Services, LLC 60 730 −13,42 11 703 −3,14
2025-08-08 13F Glassman Wealth Services 675 0,00 130 12,07
2025-07-14 13F UMA Financial Services, Inc. 105 0,00 20 11,11
2025-07-23 13F Ellsworth Advisors, LLC 1 269 0,32 244 12,44
2025-07-21 13F Segment Wealth Management, LLC 74 683 −0,65 14 392 11,14
2025-08-06 13F Moors & Cabot, Inc. 2 060 8,08 397 20,73
2025-08-06 13F First Horizon Advisors, Inc. 2 868 1,96 553 14,05
2025-08-07 13F Cascade Financial Partners, LLC 6 722 −11,38 1 295 −0,84
2025-08-08 13F Larson Financial Group LLC 12 195 0,00 2 350 11,90
2025-08-15 13F Equitable Holdings, Inc. 9 673 14,91 1 864 28,55
2025-07-23 13F Pillar Financial Advisors, LLC 36 0,00 7 0,00
2025-07-11 13F Farther Finance Advisors, LLC 21 167 −7,04 4 079 3,45
2025-07-21 13F Successful Portfolios LLC 6 068 7,63 1 169 20,39
2025-08-08 13F Smithfield Trust Co 400 0,00 0
2025-07-03 13F Sage Capital Advisors,llc 3 247 −2,02 626 9,65
2025-08-04 13F Atria Investments Llc 6 867 −61,86 1 323 −57,34
2025-08-08 13F Creative Planning 481 857 0,53 92 859 12,47
2025-08-12 13F Wealth Dimensions Group, Ltd. 1 298 0,23 250 12,11
2025-08-12 13F Change Path, LLC 2 326 1,57 448 13,71
2025-07-17 13F Bluesphere Advisors, LLC 3 701 −9,02 713 1,86
2025-08-12 13F Tradition Wealth Management, LLC 8 930 0,61 1 721 12,57
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 248 278 −6,56 47 846 4,54
2025-08-14 13F Clientfirst Wealth Management, LLC 1 591 0,00 307 11,68
2025-04-25 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-11 13F Citigroup Inc 394 037 −70,02 75 935 −66,47
2025-08-05 13F GPS Wealth Strategies Group, LLC 525 12,66 101 26,25
2025-07-16 13F Bestgate Wealth Advisors, LLC 8 727 0,00 1 503 0,00
2025-07-28 13F Mission Hills Financial Advisory, LLC 18 217 −3,08 3 511 8,43
2025-08-08 13F Financial Gravity Companies, Inc. 4 0,00 1
2025-07-17 13F DiNuzzo Private Wealth, Inc. 0 −100,00 0
2025-07-22 13F Safir Wealth Advisors, LLC 26 857 2,81 5 176 15,03
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-08-06 13F Prospera Financial Services Inc 5 292 −2,18 1 020 9,56
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0 −100,00
2025-08-08 13F Foundations Investment Advisors, LLC 1 871 39,00 361 55,84
2025-08-14 13F Moneta Group Investment Advisors Llc 29 831 85,09 5 749 107,06
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 56 223 −3,19 11 104 10,99
2025-07-23 13F Godsey & Gibb Associates 0 −100,00 0
2025-08-08 13F Union Savings Bank 989 0,00 196 14,71
2025-07-09 13F Chesley Taft & Associates LLC 2 261 6,40 436 18,85
2025-08-04 13F Flagship Harbor Advisors, Llc 2 779 0,22 536 12,16
2025-08-05 13F Prosperity Consulting Group, LLC 4 397 −42,11 847 −35,24
2025-08-12 13F Steward Partners Investment Advisory, Llc 53 364 4,19 10 284 16,56
2025-08-14 13F Susquehanna International Group, Llp 26 084 −66,08 5 027 −62,06
2025-07-21 13F Barrett & Company, Inc. 320 0,00 62 10,91
2025-08-14 13F Susquehanna International Group, Llp Call 7 500 −29,25 1 445 −20,82
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp Put 1 400 −56,25 270 −51,18
2025-08-13 13F Stablepoint Partners, LLC 5 035 −15,12 970 −5,00
2025-08-27 13F/A Brinker Capital Investments, LLC 20 624 −4,75 3 974 6,54
2025-08-05 13F Claro Advisors LLC 1 444 11,59 278 25,23
2025-08-11 13F Western Wealth Management, LLC 1 691 −4,41 326 6,91
2025-08-01 13F SYM FINANCIAL Corp 1 391 0,00 268 12,13
2025-07-09 13F Breakwater Capital Group 1 453 1,32 280 13,36
2025-08-06 13F Nicholas Hoffman & Company, LLC. 1 168 0,00 225 11,94
2025-08-11 13F Schiavi & Co LLC 1 886 0,11 364 12,04
2025-07-09 13F Fragasso Group Inc. 24 007 −1,29 4 626 10,43
2025-07-25 13F JustInvest LLC 2 727 0,00 526 11,94
2025-08-12 13F O'shaughnessy Asset Management, Llc 7 025 111,60 1 354 136,95
2025-07-23 13F Roundview Capital LLC 14 547 −6,95 2 803 4,12
2025-07-11 13F Meriwether Wealth & Planning, LLC 1 475 1,79 284 14,06
2025-08-12 13F Running Point Capital Advisors, LLC 231 0,00 44 12,82
2025-08-14 13F Wetherby Asset Management Inc 12 944 0,00 2 494 1,42
2025-04-28 13F Clark Asset Management, LLC 0 −100,00 0
2025-07-16 13F Plancorp, LLC 42 479 6,88 8 186 19,57
2025-08-14 13F TCG Advisory Services, LLC 4 145 −1,31 799 10,37
2025-07-17 13F KWB Wealth 9 214 1,39 1 587 −8,05
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1 090 27,04 210 42,86
2025-07-10 13F Atticus Wealth Management, Llc 3 886 0,28 749 12,14
2025-08-01 13F Bank of Jackson Hole Trust 19 −68,33 4 −72,73
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 1 775 0,00 342 12,13
2025-07-18 13F Trust Co Of Vermont 2 333 0,00 450 11,97
2025-08-11 13F Synergy Investment Management, LLC 3 380 10,89 651 24,00
2025-08-07 13F CENTRAL TRUST Co 2 034 261,28 392 307,29
2025-08-14 13F McIlrath & Eck, LLC 230 −38,67 44 −31,25
2025-08-13 13F Capital Analysts, Inc. 1 937 3,03 0
2025-07-11 13F Diversified Trust Co 466 235 7,61 89 848 20,39
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Coston, McIsaac & Partners 268 0,00 0
2025-08-11 13F HighTower Advisors, LLC 61 805 1,96 11 910 14,07
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1 619 −2,82 312 8,33
2025-07-14 13F Wealth Advisory Solutions, LLC 6 259 −5,17 1 206 6,16
2025-07-23 13F Nbt Bank N A /ny 1 226 0,00 236 11,85
2025-07-21 13F Custos Family Office, LLC 1 360 6,25 262 19,09
2025-08-04 13F Assetmark, Inc 1 233 081 4,28 237 627 16,66
2025-08-11 13F Vanguard Group Inc 1 273 342 17,56 245 385 31,52
2025-08-18 13F/A National Bank Of Canada /fi/ 300 0,00 58 11,76
2025-05-15 13F Tolleson Wealth Management, Inc. 0 −100,00 0
2025-05-13 13F Boston Partners 0 −100,00 0
2025-07-22 13F Confluence Wealth Services, Inc. 8 622 −0,08 1 661 16,40
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 1 061 204
2025-07-14 13F Sentinel Pension Advisors Inc 1 240 3,51 239 15,53
2025-08-14 13F Bank Of America Corp /de/ 1 706 040 1,81 328 771 13,90
2025-07-25 13F Welch Group, LLC 1 365 0,00 263 11,44
2025-08-12 13F Inscription Capital, LLC 3 536 6,19 681 16,81
2025-08-12 13F Minot DeBlois Advisors LLC 25 0,00 5 0,00
2025-08-14 13F Great Valley Advisor Group, Inc. 4 746 −15,69 914 −5,68
2025-07-22 13F Compass Financial Group, INC/SD 39 848 0,32 7 679 12,23
2025-08-08 13F Cetera Investment Advisers 270 715 1,89 52 169 13,98
2025-08-04 13F Mayflower Financial Advisors, LLC 1 713 −1,10 330 10,74
2025-04-17 13F Montecito Bank & Trust 3 046 −0,33 525 −9,66
2025-07-15 13F Retirement Income Solutions, Inc 1 606 0,00 309 11,96
2025-07-01 13F Harbor Investment Advisory, Llc 8 352 0,24 1 609 12,13
2025-08-01 13F Fort Vancouver Investment Management, LLC 49 107 −0,66 9 463 11,15
2025-08-06 13F Geometric Wealth Advisors 1 352 260
2025-08-11 13F Birchbrook, Inc. 900 0,00 173 11,61
2025-08-13 13F Cary Street Partners Financial Llc 3 434 6,38 662 18,88
2025-08-14 13F Redwood Investment Management, Llc 2 616 −0,49 1
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-03 13F First Hawaiian Bank 91 603 2,49 17 653 14,66
2025-07-30 13F Financial Perspectives, Inc 268 100,00 52 121,74
2025-07-25 13F M3 Advisory Group, LLC 2 512 25,35 484 40,29
2025-07-22 13F DT Investment Partners, LLC 153 0,00 29 11,54
2025-08-13 13F Baird Financial Group, Inc. 28 653 −8,89 5 522 1,92
2025-08-06 13F Vestmark Advisory Solutions, Inc. 6 772 42,90 1 305 59,93
2025-07-16 13F RWM Asset Management, LLC 6 583 0,00 1 269 11,92
2025-08-13 13F SCS Capital Management LLC 5 996 −0,78 1 155 11,06
2025-08-13 13F Boston Family Office Llc 65 616 5,45 13 20,00
2025-08-07 13F New England Private Wealth Advisors LLC 119 012 1,49 23 657 17,11
2025-07-16 13F American National Bank 276 0,00 53 12,77
2025-07-16 13F MKT Advisors LLC 1 725 0,00 334 25,66
2025-07-16 13F Wealth Group Ltd 55 247 −30,74 10 647 −22,52
2025-07-25 13F Lodestar Private Asset Management Llc 1 620 0,00 312 11,83
2025-07-21 13F Single Point Partners, LLC 13 964 23,32 3 100,00
2025-08-14 13F Coyle Financial Counsel LLC 21 281 −0,05 4 101 11,84
2025-08-12 13F Manchester Capital Management LLC 1 151 0,00 222 11,62
2025-07-09 13F Parkside Advisors LLC 1 740 0,00 335 12,04
2025-07-30 13F Crewe Advisors LLC 4 207 0,00 811 11,88
2025-08-13 13F Cerity Partners LLC 748 054 −12,87 144 157 −2,53
2025-07-22 13F Global Assets Advisory, LLC 1 510 292
2025-08-13 13F Johnson Financial Group, Inc. 95 18
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 0 −100,00 0 −100,00
2025-08-07 13F Prospect Financial Group LLC 1 692 0,00 326 12,03
2025-07-21 13F West Financial Advisors, LLC 66 907 8,14 12 894 20,98
2025-07-29 13F Regions Financial Corp 4 001 −0,10 771 11,90
2025-07-14 13F Armstrong Advisory Group, Inc 18 408 −27,49 3 547 −26,46
2025-07-17 13F Michels Family Financial, LLC 2 266 0,27 437 12,08
2025-07-09 13F GSG Advisors LLC 7 310 0,25 1 409 16,56
2025-07-10 13F Charter Oak Capital Management, LLC 374 574 1,56 72 184 13,62
2025-07-30 13F TFB Advisors LLC 13 693 11,66 2 639 24,91
2025-08-12 13F Jpmorgan Chase & Co 58 852 −38,85 11 342 −31,59
2025-08-13 13F Vance Wealth, Inc. 1 189 0,00 229 12,25
2025-07-15 13F Verum Partners LLC 1 622 8,57 313 21,40
2025-08-01 13F Advisory Alpha, LLC 3 143 −2,99 606 8,42
2025-07-23 13F Valmark Advisers, Inc. 131 389 3,35 25 320 15,63
2025-08-08 13F Thrive Capital Management, LLC 0 −100,00 0
2025-04-17 13F Vista Wealth Management Group, LLC 5 310 0,00 915 −9,33
2025-07-24 13F KFA Private Wealth Group, LLC 1 953 0,05 376 11,90
2025-08-14 13F Snowden Capital Advisors LLC 23 898 −1,69 4 605 9,98
2025-08-01 13F May Hill Capital, LLC 11 486 −5,90 2 214 5,28
2025-08-12 13F Gladstone Institutional Advisory LLC 1 079 208
2025-08-08 13F Capital Investment Advisory Services, LLC 4 084 −3,47 787 8,10
2025-08-14 13F Aqr Capital Management Llc 9 236 30,73 1 780 46,18
2025-04-16 13F Bnc Wealth Management, Llc 0 −100,00 0
2025-08-04 13F Hantz Financial Services, Inc. 7 329 490,57 1
2025-07-02 13F Marotta Asset Management 1 085 209
2025-08-14 13F Warren Averett Asset Management, LLC 17 155 1,63 3 306 13,73
2025-08-14 13F Comerica Bank 34 815 −18,51 6 709 −8,83
2025-07-17 13F Gleason Group, Inc. 591 032 43,80 113 898 60,87
2025-08-13 13F Forthright Family Wealth Advisory LLC 1 155 −32,89 223 −25,00
2025-07-08 13F Lpwm Llc 3 493 0,00 673 11,98
2025-08-12 13F Jacobi Capital Management LLC 11 716 23,55 2 258 38,21
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 1 371 0
2025-08-13 13F Haverford Trust Co 1 131 218
2025-07-10 13F Secure Asset Management, LLC 4 260 −6,89 821 4,06
2025-07-18 13F Eagle Capital Management, LLC 26 806 2,54 5 25,00
2025-08-14 13F Voya Financial Advisors, Inc. 217 269 −2,25 41 655 8,34
2025-07-23 13F Litman Gregory Asset Management LLC 1 033 204
2025-08-14 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-07-29 13F Gladwyn Financial Advisors, Inc. 332 64
2025-07-08 13F Davis Investment Partners, LLC 1 333 0,00 258 19,44
2025-07-23 13F Winthrop Advisory Group LLC 74 094 8,73 14 279 21,63
2025-07-23 13F First Merchants Corp 2 903 0,00 559 11,80
2025-07-28 13F Rik Saylor Financial, Inc. 4 002 −2,70 771 8,90
2025-05-13 13F Brooklyn FI, LLC 0 −100,00 0 −100,00
2025-07-31 13F Intelligent Financial Strategies 1 416 −8,82 273 1,87
2025-08-13 13F GeoWealth Management, LLC 240 790 22,12 46 403 36,62
2025-05-13 13F Heck Capital Advisors, LLC 0 −100,00 0 −100,00
2025-08-12 13F Hanover Advisors Inc 2 125 0,00 410 11,75
2025-07-10 13F Fortress Wealth Management, Inc. 1 558 0,00 300 11,94
2025-08-14 13F EP Wealth Advisors, Inc. 51 415 1,19 9 908 13,21
2025-08-14 13F City National Bank Of Florida /msd 1 397 6,97 269 20,09
2025-07-25 13F Wealth Architects, LLC 3 621 2,58 698 14,64
2025-04-30 13F Sofos Investments, Inc. 4 1
2025-07-16 13F Diversified Enterprises, LLC 19 358 22,26 3 731 36,78
2025-07-17 13F Sound Income Strategies, LLC 188 −36,70 36 −29,41
2025-07-18 13F Truist Financial Corp 41 027 34,60 7 906 50,59
2025-07-07 13F Bangor Savings Bank 174 0,00 34 13,79
2025-08-15 13F Howland Capital Management Llc 1 906 0,00 367 11,89
2025-08-05 13F Freestone Capital Holdings, LLC 1 404 0,00 271 12,03
2025-05-13 13F Cambiar Investors Llc 0 −100,00 0
2025-08-15 13F Fft Wealth Management Llc 2 093 0,29 413 14,76
2025-07-23 13F Narwhal Capital Management 2 980 0,00 574 11,89
2025-07-15 13F Bfsg, Llc 20 648 8,90 3 979 21,83
2025-07-16 13F Dakota Wealth Management 24 851 −53,60 4 789 −48,09
2025-07-29 13F Wealthstream Advisors, Inc. 3 849 0,00 742 11,76
2025-08-14 13F Vista Capital Partners, Inc. 1 372 0,00 264 11,86
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-12 13F Franklin Resources Inc 871 10,25 168 22,79
2025-07-16 13F PFS Partners, LLC 266 0,38 51 13,33
2025-08-06 13F New Millennium Group LLC 7 0,00 1 0,00
2025-08-11 13F Strategic Wealth Partners, Ltd. 2 672 7,61 515 4,05
2025-08-06 13F Legacy Wealth Managment, LLC/ID 18 0,00 3 0,00
2025-08-13 13F Smith, Moore & Co. 1 049 202
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0 −100,00
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 16 628 −2,09 3 204 9,54
2025-08-04 13F One Day In July LLC 1 051 203
2025-08-11 13F Copperleaf Capital, LLC 2 022 12,83 390 26,30
2025-08-13 13F Meridian Wealth Partners, LLC 2 608 −10,87 503 −0,40
2025-08-08 13F Firestone Capital Management 132 821 −1,67 25 596 10,00
2025-07-31 13F BIP Alliance, LLC 103 018 13,51 19 853 26,99
2025-07-21 13F Ashton Thomas Securities, Llc 12 0,00 2 0,00
2025-07-25 13F Richardson Financial Services Inc. 1 682 4,86 325 17,39
2025-08-13 13F Natixis Advisors, L.p. 310 490 −35,34 60 −28,05
2025-07-29 13F Angeles Wealth Management, Llc 236 85,83 45 114,29
2025-08-01 13F Austin Private Wealth, LLC 2 725 31,26 525 47,06
2025-07-23 13F Trifecta Capital Advisors, LLC 943 0,00 182 11,73
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1 206 0,17 232 12,08
2025-07-31 13F City State Bank 146 0,00 28 12,00
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 7 500 0,00 1 445 11,93
2025-07-22 13F Cedar Mountain Advisors, LLC 1 859 0,00 358 11,88
2025-07-29 13F Sigma Investment Counselors Inc 2 770 76,43 534 97,41
2025-08-13 13F River Wealth Advisors LLC 17 329 0,28 3 340 12,20
2025-07-22 13F Simplicity Wealth,LLC 1 397 6,97 269 20,09
2025-07-18 13F Centricity Wealth Management, LLC 441 0,00 85 12,00
2025-07-24 13F Lokken Investment Group LLC 1 485 0,00 286 12,16
2025-08-13 13F Northern Trust Corp 11 948 38,24 2 302 54,70
2025-08-11 13F Lowe Brockenbrough & Co Inc 139 27
2025-07-23 13F Traphagen Investment Advisors Llc 9 741 1,51 1 877 13,55
2025-08-06 13F True Wealth Design, LLC 51 −62,77 10 −60,87
2025-07-09 13F Procyon Private Wealth Partners, LLC 56 008 −49,49 10 793 −43,50
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-11 13F Wealthspire Advisors, LLC 1 628 860 2,89 313 897 15,11
2025-04-15 13F Paladin Advisory Group, LLC 0 −100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 424 893 0,17 82 10,96
2025-07-16 13F Highline Wealth Partners Llc 7 0,00 1 0,00
2025-07-25 13F Stephens Consulting, LLC 4 523 0,00 872 11,81
2025-08-14 13F Betterment LLC 12 836 13,95 2 100,00
2025-07-16 13F Newton One Investments LLC 2 588 0,04 499 11,91
2025-07-23 13F Opulen Financial Group LLC 20 249 0,10 3 902 12,00
2025-08-15 13F United Services Automobile Association 149 179 −23,86 28 748 −14,99
2025-08-13 13F Cresset Asset Management, LLC 5 276 17,90 1 017 31,95
2025-08-13 13F Echo45 Advisors LLC 27 282 0,86 5 257 12,84
2025-07-24 13F KC Investment Advisors, LLC 1 108 214
2025-08-06 13F Ethos Financial Group, LLC 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 5 502 1,18 1 060 13,25
2025-07-18 13F Tanager Wealth Management LLP 4 482 0,00 864 11,79
2025-08-14 13F Peapack Gladstone Financial Corp 1 256 −1,34 0
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 0 −100,00 0
2025-07-17 13F Oakworth Capital, Inc. 263 0,00 51 11,11
2025-07-17 13F Worth Financial Advisory Group, LLC 5 801 −1,07 1 118 10,59
2025-04-28 13F Financial Advocates Investment Management 0 −100,00 0
2025-07-08 13F/A Salem Investment Counselors Inc 166 −2,92 32 6,90
2025-07-15 13F Wela Strategies, Inc. 1 572 7,82 303 20,32
2025-08-04 13F Grant Street Asset Management, Inc. 7 285 7,81 1 404 20,64
2025-07-29 NP MVFG - Monarch Volume Factor Global Unconstrained Index ETF 0 −100,00 0 −100,00
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 85 498 6,59 16 476 36,55
2025-08-14 13F Oxford Financial Group Ltd 24 237 −8,41 4 671 2,46
2025-08-20 13F/A Thompson Davis & Co., Inc. 1 612 18,36 311 32,48
2025-07-25 13F Cwm, Llc 57 348 −3,14 11 10,00
2025-08-04 13F Roble, Belko & Company, Inc 9 412 89,57 2
2025-08-01 13F Zhang Financial LLC 10 103 2,21 1 947 14,39
2025-08-13 13F IAG Wealth Partners, LLC 50 0,00 10 12,50
2025-07-17 13F/A Capital Investment Advisors, LLC 3 733 2,70 719 14,86
2025-07-17 13F Chicago Capital, LLC 1 134 219
2025-08-14 13F Citadel Advisors Llc Call 5 000 0,00 964 11,85
2025-08-05 13F Strategic Financial Concepts, LLC 1 051 202
2025-07-10 13F Wedmont Private Capital 12 854 −3,41 2 542 18,85
2025-08-14 13F Mariner, LLC 226 145 −8,12 43 579 2,79
2025-08-14 13F Atomi Financial Group, Inc. 2 304 21,58 444 36,20
2025-08-14 13F Capitolis Liquid Global Markets LLC 106 100 20 447
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0
2025-08-01 13F Rossby Financial, LCC 1 178 −2,89 227 10,19
2025-07-25 13F Johnson Investment Counsel Inc 3 077 27,78 593 43,00
2025-08-07 13F Allworth Financial LP 38 781 178,72 7 473 216,79
2025-07-29 13F Stratos Wealth Advisors, LLC 1 043 201
2025-08-08 13F Beacon Harbor Wealth Advisors, Inc. 125 860 −7,58 24 254 3,40
2025-05-15 13F Lgl Partners, Llc 0 −100,00 0
2025-08-12 13F/A Cozad Asset Management Inc 1 900 0,00 366 11,93
2025-07-14 13F Financial Harvest, LLC 4 307 830
2025-07-08 13F Charis Legacy Partners, LLC 26 484 2,88 5 104 15,09
2025-08-08 13F Accredited Investors Inc. 15 961 0,00 3 076 11,86
2025-07-25 13F Mitchell Sinkler & Starr/pa 1 700 0,00 328 11,99
2025-07-31 13F Fiduciary Wealth Partners, LLC 0 −100,00 0 −100,00
2025-08-05 13F Tsfg, Llc 445 0,00 0
2025-08-13 13F F/M Investments LLC 4 878 2,74 940 15,06
2025-08-07 13F McClarren Financial Advisors, Inc. 5 706 11,66 1 100 109 800,00
2025-07-22 13F BridgePort Financial Solutions, LLC 6 347 −2,29 1 223 9,39
2025-07-28 13F Cutler Investment Counsel Llc 2 122 0,00 409 11,78
2025-04-07 13F GoalVest Advisory LLC 0 −100,00 0
2025-08-06 13F Sound Financial Strategies Group, LLC 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 715 964 −2,48 137 973 9,09
2025-08-19 13F/A Pitcairn Co 21 544 0,00 4 152 11,86
2025-08-08 13F Bailard, Inc. 3 318 0,00 639 11,91
2025-07-21 13F Ameriflex Group, Inc. 1 002 7,97 192 20,13
2025-08-11 13F Bellwether Advisors, LLC 176 0,00 34 10,00
2025-08-14 13F Fiduciary Trust Co 6 213 1 197
2025-08-14 13F Palo Alto Wealth Advisors, Llc 1 759 0,29 339 4,00
2025-08-05 13F Plante Moran Financial Advisors, LLC 707 882 5,50 136 414 18,02
2025-08-11 13F VSM Wealth Advisory, LLC 41 388 −3,52 7 976 7,93
2025-07-22 13F Beacon Financial Advisory LLC 1 411 −4,47 272 6,69
2025-08-14 13F Vident Advisory, LLC 22 345 −33,47 4 306 −25,58
2025-05-06 13F USAdvisors Wealth Management, LLC 0 −100,00 0
2025-07-17 13F HB Wealth Management, LLC 8 681 15,96 1 673 29,79
2025-07-25 13F Sequoia Financial Advisors, LLC 2 436 8,03 470 20,88
2025-08-11 13F GW&K Investment Management, LLC 657 −82,48 0
2025-08-12 13F Farmers National Bank 1 167 −1,77 225 9,80
2025-07-08 13F Baker Ellis Asset Management LLC 19 324 0,00 3 724 11,87
2025-07-14 13F Abound Wealth Management 367 0,00 71 11,11
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 1 639 0,00 316 11,70
2025-07-11 13F Pinnacle Bancorp, Inc. 263 0,00 51 11,11
2025-08-06 13F Columbia River Financial Group, LLC 70 477 12,68 14 30,00
2025-08-08 13F Meridian Wealth Management, LLC 4 999 −2,40 963 9,18
2025-08-04 13F Balentine LLC 15 375 0,00 2 963 11,86
2025-08-15 13F Stonebridge Capital Advisors LLC 1 629 551,60 314 565,96
2025-07-09 13F Act Wealth Management, Llc 200 037 7,41 38 549 20,16
2025-08-08 13F Wiser Advisor Group LLC 0 −100,00 0
2025-07-14 13F Gries Financial Llc 3 482 −4,00 671 7,53
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 2 698 3,06 520 15,30
2025-07-08 13F Nbc Securities, Inc. 5 423 126,43 1
2025-07-18 13F BSW Wealth Partners 2 410 −13,28 464 −2,93
2025-08-01 13F Red Lighthouse Investment Management, Llc 200 0,00 39 8,57
2025-07-11 13F Seacrest Wealth Management, Llc 1 738 18,39 335 32,54
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-07-22 13F Olistico Wealth, LLC 2 299 0,04 443 11,90
2025-07-11 13F Cypress Financial Planning Llc 113 577 7,49 21 887 20,25
2025-07-23 13F L.K. Benson & Company, P.C. 17 428 2,57 3 359 14,76
2025-08-14 13F Spears Abacus Advisors LLC 1 700 −19,05 328 −9,42
2025-08-08 13F Fiera Capital Corp 1 292 0,00 249 11,71
2025-08-13 13F Holos Integrated Wealth LLC 3 778 0,00 743 14,15
2025-08-12 13F Retirement Planning Co of New England, Inc. 1 051 203
2025-08-06 13F Legacy Investment Solutions, LLC 18 0,00 3 0,00
2025-08-14 13F Jane Street Group, Llc 11 216 2 161
2025-07-09 13F Sandbox Financial Partners, LLC 2 267 −5,62 437 5,57
2025-08-08 13F Nixon Peabody Trust Co 1 850 −35,43 357 −27,79
2025-07-16 13F ORG Partners LLC 3 732 1,61 723 13,52
2025-07-17 13F Venture Visionary Partners LLC 3 124 −1,58 602 10,26
2025-07-25 13F Apollon Wealth Management, LLC 1 163 −15,91 224 −5,88
2025-07-11 13F Rockwood Wealth Management, LLC 1 058 −9,42 204 1,00
2025-07-17 13F Janney Montgomery Scott LLC 22 060 −2,85 4 33,33
2025-08-12 13F Private Management Group Inc 3 062 3,38 590 15,69
2025-08-06 13F Golden State Wealth Management, LLC 174 −21,62 34 −13,16
2025-08-08 13F Hartland & Co., LLC 44 828 0,98 8 639 12,97
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-07-17 13F Global Trust Asset Management, LLC 8 0,00 1 0,00
2025-07-22 13F Belpointe Asset Management LLC 1 725 −2,10 333 9,57
2025-08-14 13F Ancora Advisors, LLC 68 085 −7,49 13 121 3,49
2025-08-08 13F King Wealth 2 952 0,20 1
2025-08-11 13F Goodman Financial Corp 1 403 −0,71 270 11,11
2025-08-05 13F Jessup Wealth Management, Inc 39 345 −3,29 7 582 8,21
2025-08-29 13F Centaurus Financial, Inc. 4 781 −8,32 1
2025-08-14 13F Silvercrest Asset Management Group Llc 4 085 2,51 787 14,72
2025-07-18 13F Heritage Financial Services, LLC 1 390 8,17 268 20,81
2025-08-06 13F Stokes Family Office, LLC 6 000 0,00 1 156 11,91
2025-08-12 13F J.w. Cole Advisors, Inc. 77 457 2,47 14 927 14,63
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7 510 −59,32 1 447 −54,48
2025-07-29 13F MPS Loria Financial Planners, LLC 0 −100,00 0
2025-05-07 13F Bearing Point Capital, Llc 0 −100,00 0
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 141 0,00 27 12,50
2025-07-15 13F Accurate Wealth Management, LLC 1 502 −11,07 298 9,59
2025-08-08 13F Petix & Botte Co 3 944 3,95 760 16,39
2025-08-13 13F MONECO Advisors, LLC 1 074 −17,00 207 −7,21
2025-08-14 13F Destination Wealth Management 0 −100,00 0
2025-07-29 13F TFC Financial Management 9 897 0,07 1 907 11,98
2025-08-04 13F IFG Advisory, LLC 37 690 4,23 7 263 16,60
2025-08-06 13F SOUTH STATE Corp 4 807 −0,21 926 11,70
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-13 13F Brown Advisory Inc 83 039 30,60 16 002 46,10
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 73 0,00 14 16,67
2025-07-15 13F BCS Wealth Management 13 131 9,22 3 0,00
2025-08-11 13F Mosaic Family Wealth Partners, Llc 1 194 0,00 230 12,20
2025-07-16 13F Perigon Wealth Management, LLC 2 314 1,85 446 13,81
2025-07-23 13F Values Added Financial LLC 16 638 −2,42 3 206 9,16
2025-07-22 13F Warwick Investment Management, Inc. 25 808 −7,58 4 973 3,39
2025-08-15 13F Lantern Wealth Advisors, LLC 1 392 0,00 268 1,52
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-08-14 13F Nepc Llc 456 356 3,43 87 944 15,71
2025-07-17 13F Enclave Advisors LLC 1 687 0,00 325 12,07
2025-08-14 13F Ruggaard & Associates LLC 1 564 −12,58 301 −2,27
2025-08-14 13F Talon Private Wealth, LLC 366 71
2025-07-16 13F Traveka Wealth, LLC 3 535 0,00 681 12,01
2025-08-12 13F Accredited Wealth Management, LLC 18 411 −16,58 3 548 −6,66
2025-08-12 13F BlackRock, Inc. 13 982 27,63 2 694 42,77
2025-07-16 13F ORG Wealth Partners, LLC 494 −10,18 96 0,00
2025-08-18 13F Hershey Financial Advisers, LLC 1 615 16,78 311 18,70
2025-08-14 13F BTG Pactual Asset Management US LLC 54 0,00 10 11,11
2025-07-29 13F Private Trust Co Na 2 793 0,25 538 12,32
2025-04-11 13F First City Capital Management, Inc. 0 −100,00 0 −100,00
2025-07-23 13F Joel Isaacson & Co., LLC 3 978 0,00 767 11,82
2025-07-14 13F Park Avenue Securities Llc 1 578 −4,54 0
2025-05-13 13F Adviser Investments LLC 0 −100,00 0
2025-08-12 13F Choate Investment Advisors 7 098 201,27 1 368 237,53
2025-08-12 13F SRS Capital Advisors, Inc. 758 77,52 3 615 4 850,68
2025-08-12 13F Passive Capital Management, LLC. 1 295 0,00 251 12,11
2025-08-12 13F Argent Trust Co 12 440 −7,99 2 397 2,92
2025-08-26 13F/A Thrivent Financial For Lutherans 224 716 131,09 43 126,32
2025-08-01 13F Unconventional Investor, LLC 1 645 −1,38 317 10,45
2025-08-11 13F Rothschild Investment Llc 31 714 −1,70 6 112 9,97
2025-08-05 13F Connable Office Inc 5 178 −3,56 998 7,90
2025-08-08 13F Atlantic Trust, LLC 1 508 0,00 291 11,97
2025-04-15 13F Fiduciary Advisors, Inc. 0 −100,00 0
2025-08-01 13F Fire Capital Management LLC 5 814 0,00 1 120 11,89
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-07-09 13F Westmount Partners, LLC 1 476 −63,77 284 −59,49
2025-08-13 13F Fisher Asset Management, LLC 2 446 88,01 471 110,27
2025-08-08 13F Citizens Financial Group Inc/ri 22 037 −6,41 4 247 4,68
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-29 13F Aspiriant, Llc 5 793 57,42 1 116 76,30
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 45 0,00 9 14,29
2025-08-14 13F Two Sigma Securities, Llc 2 210 426
2025-07-24 13F Drucker Wealth 3.0, LLC 2 501 31,49 495 51,07
2025-08-11 13F Aptus Capital Advisors, LLC 880 0,11 170 11,92
2025-07-15 13F Ballentine Partners, LLC 61 360 −17,64 11 825 −7,86
2025-07-25 13F Cypress Capital Group 8 320 1 603
2025-07-09 13F Heritage Family Offices, LLP 1 818 0,00 314 0,32
2025-07-16 13F Signaturefd, Llc 1 970 2,82 380 14,85
2025-08-14 13F Fmr Llc 72 514 −1,04 13 974 10,71
2025-07-22 13F PUREfi Wealth, LLC 3 359 −5,11 647 6,24
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 6 012 19,52 1 159 33,72
2025-08-04 13F Partners in Financial Planning 16 167 0,13 3 116 12,01
2025-07-21 13F Old Second National Bank Of Aurora 345 57,53 66 78,38
2025-07-14 13F GAMMA Investing LLC 332 −2,92 64 8,62
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 2 228 0,00 429 12,01
2025-07-16 13F MontVue Capital Management, Inc. 25 872 −0,89 4 986 10,88
2025-07-24 13F Trevian Wealth Management LLC 33 900 −15,41 7 0,00
2025-08-14 13F DecisionPoint Financial, LLC 37 7
2025-08-04 13F Syverson Strege & Co 4 079 0,00 786 11,97
2025-08-14 13F Mercer Global Advisors Inc /adv 482 588 142,63 93 000 171,44
2025-07-17 13F Beacon Capital Management, LLC 125 0,00 24 14,29
2025-08-13 13F Flow Traders U.s. Llc 3 403 1
2025-08-14 13F Glen Eagle Advisors, LLC 1 020 0,00 197 12,00
2025-08-04 13F Kovack Advisors, Inc. 4 097 0,24 789 12,23
2025-08-04 13F Arkadios Wealth Advisors 8 276 548,08 1 595 624,55
2025-08-11 13F NewEdge Wealth, LLC 5 947 1,48 1 172 16,15
2025-08-13 13F Basso Capital Management, L.p. 1 198 0,00 231 11,65
2025-07-18 13F Northstar Group, Inc. 1 521 −37,15 293 −29,57
2025-08-14 13F Boston Private Wealth Llc 1 433 276
2025-08-05 13F Cassaday & Co Wealth Management LLC 1 568 0,00 302 11,85
2025-08-08 13F Bouchey Financial Group Ltd 3 561 0,00 686 11,91
2025-08-08 13F Burling Wealth Partners, Llc 4 080 −1,90 786 9,78
2025-07-17 13F Prepared Retirement Institute LLC 1 638 0,00 316 11,70
2025-08-14 13F Smartleaf Asset Management LLC 1 826 866,14 350 993,75
2025-08-15 13F Strategic Investment Advisors / MI 82 331 17,56 15 898 31,79
2025-08-18 13F Pacific Center for Financial Services 11 355 −2,51 2 188 9,07
2025-07-11 13F SILVER OAK SECURITIES, Inc 4 230 −6,91 815 3,69
2025-08-14 13F Greenline Partners, LLC 0 −100,00 0
2025-05-08 13F Aspiring Ventures, LLC 0 −100,00 0
2025-08-13 13F Allegheny Financial Group LTD 1 101 212
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 1 527 0,00 294 11,79
2025-07-08 13F Next Level Private LLC 2 113 −0,14 407 11,81
2025-08-13 13F Lido Advisors, LLC 151 694 −4,17 29 233 7,21
2025-08-11 13F Heritage Wealth Advisors 0 −100,00 0
2025-07-24 13F Robertson Stephens Wealth Management, LLC 1 272 0,00 245 11,87
2025-08-14 13F Bank of Marin 4 548 876
2025-08-14 13F Matrix Private Capital Group Llc 200 0,00 39 11,76
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0 −100,00
2025-07-31 13F Oak Harbor Wealth Partners, Llc 200 0,00 39 11,76
2025-08-11 13F FSA Wealth Management LLC 197 0,00 38 15,15
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3 324 7,99 641 20,75
2025-07-24 13F Us Bancorp \de\ 997 673 −12,23 192 262 −1,81
2025-07-28 13F Brown Financial Advisory 1 487 0,00 287 11,72
2025-08-14 13F Financial Network Wealth Advisors LLC 26 0,00 5 25,00
2025-08-12 13F Global Retirement Partners, LLC 2 533 8,11 488 9,66
2025-08-14 13F Visionary Wealth Advisors 1 105 213
2025-08-11 13F Regal Investment Advisors LLC 18 154 0,27 3 498 12,19
2025-05-01 13F Schechter Investment Advisors, LLC 77 522 −0,37 13 354 −9,67
2025-08-07 13F Rathbone Brothers plc 2 300 0,00 443 11,87
2025-05-15 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-08-05 13F Sigma Planning Corp 3 228 2,12 622 14,15
2025-08-12 13F Tocqueville Asset Management L.p. 10 910 0,00 2 102 11,87
2025-08-14 13F Paragon Private Wealth Management, LLC 0 −100,00 0
2025-07-23 13F Castle Rock Wealth Management, LLC 1 720 −2,66 342 11,80
2025-08-11 13F Principal Securities, Inc. 70 137 −0,88 13 516 0,55
2025-08-14 13F/A Skopos Labs, Inc. 7 601 512,49 1 465 587,32
2025-07-24 13F Bryant Woods Investment Advisors, LLC 1 680 0,00 324 11,76
2025-05-09 13F Thompson Siegel & Walmsley Llc 0 −100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 17 892 45,61 3 448 62,90
2025-08-14 13F First Manhattan Co 1 980 0,66 382 12,72
2025-08-14 13F Stifel Financial Corp 105 741 1,28 20 379 13,31
2025-08-08 13F Tortoise Investment Management, LLC 2 949 233,22 568 273,68
2025-07-24 13F Jfs Wealth Advisors, Llc 28 556 0,00 5 503 11,87
2025-07-30 13F Cullen/frost Bankers, Inc. 575 91,67 111 115,69
2025-07-29 13F Koshinski Asset Management, Inc. 8 948 15,68 1 724 29,43
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-08-05 13F Huntington National Bank 100 177,78
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 231 954 0,11 44 700 11,99
2025-07-15 13F Mather Group, Llc. 149 460 1,84 28 802 13,94
2025-07-17 13F Applied Capital LLC 64 295 2,55 12 390 14,73
2025-07-31 13F Wealthfront Advisers Llc 3 283 604 4,44 632 783 16,84
2025-07-09 13F Dynamic Advisor Solutions LLC 1 969 11,37 379 24,67
2025-07-25 13F Northwest Capital Management Inc 3 394 0,00 654 11,99
2025-08-07 13F Midwest Trust Co 2 615 504
2025-07-22 13F Berger Financial Group, Inc 1 351 −3,22 260 8,33
2025-07-29 13F Creekside Partners 3 388 0,33 653 12,22
2025-07-14 13F Painted Porch Advisors LLC 1 453 280
2025-04-29 13F Heritage Wealth Management, Inc. 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-07-25 13F Allspring Global Investments Holdings, LLC 0 −100,00 0
2025-08-07 13F King Luther Capital Management Corp 5 323 9,46
2025-08-12 13F Horizon Kinetics Asset Management Llc 5 963 7,31 1 149 20,06
2025-07-24 13F Financial Connections Group, Inc. 59 −62,89 0
2025-08-11 13F Atlantic Private Wealth, LLC 27 990 3,56 5 394 15,85
2025-07-22 13F Journey Beyond Wealth, LLC 59 481 −7,39 11 462 3,61
2025-07-29 13F Signature Estate & Investment Advisors Llc 29 469 0,28 5 679 12,17
2025-04-15 13F Parsons Capital Management Inc/ri 0 −100,00 0
2025-08-01 13F Schmidt P J Investment Management Inc 3 000 0,00 578 12,02
2025-07-30 13F Forum Financial Management, LP 3 400 −1,02 655 10,83
2025-07-31 13F Jordan Park Group LLC 16 014 0,00 3 086 11,89
2025-09-05 13F/A Prospera Capital Management, LLC 32 377 5,32 6 239 17,83
2025-08-08 13F Kingsview Wealth Management, LLC 2 136 −0,23 412 11,68
2025-07-31 13F Buckingham Strategic Partners 2 468 −7,46 476 3,49
2025-07-30 13F Fairway Wealth LLC 84 709 −2,27 16 324 9,33
2025-08-07 13F Evoke Wealth, Llc 2 123 0,00 409 12,05
2025-07-25 13F BCR Wealth Strategies, LLC 3 935 0,00 1
2025-07-18 13F Magnolia Private Wealth, LLC 4 678 −3,43 901 8,03
2025-04-29 13F Hm Payson & Co 35 6
2025-08-14 13F Financial Engines Advisors L.L.C. 10 673 −34,67 2 057 −26,88
2025-08-08 13F Truepoint, Inc. 1 918 −0,05 370 11,82
2025-04-23 13F Ferguson Shapiro LLC 0 −100,00 0
2025-08-12 13F WealthTrak Capital Management LLC 253 −16,23 49 −7,69
2025-07-31 13F Leavell Investment Management, Inc. 30 970 48,54 5 968 66,19
2025-07-28 13F Innova Wealth Partners 2 051 2,76 395 15,16
2025-08-12 13F Putnam Fl Investment Management Co 4 432 −54,47 854 −49,05
2025-08-19 13F Newbridge Financial Services Group, Inc. 0 −100,00 0
2025-08-05 13F Cherry Tree Wealth Management, LLC 251 0,00 48 11,63
2025-07-07 13F Versant Capital Management, Inc 8 2
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 8 189 19,36 1 577 32,97
2025-08-06 13F Savant Capital, LLC 75 773 −1,77 14 602 9,89
2025-04-25 13F Smallwood Wealth Investment Management, LLC 10 2
2025-07-08 13F Arlington Trust Co LLC 400 0,00 77 13,24
2025-08-06 13F Reston Wealth Management Llc 2 869 0,24 553 12,20
2025-08-13 13F EverSource Wealth Advisors, LLC 6 436 −6,81 1 240 4,29
2025-07-14 13F Pacifica Partners Inc. 0 −100,00 0
2025-07-21 13F New Century Financial Group, LLC 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 472 941 −7,83 91 140 3,12
2025-07-15 13F Financial Management Professionals, Inc. 144 0,00 28 12,50
2025-08-04 13F Creative Financial Designs Inc /adv 1 103 14,54 213 28,48
2025-08-13 13F Nicolet Bankshares Inc 3 250 626
2025-08-12 13F Shakespeare Wealth Management, Inc. 1 408 0,00 271 11,98
2025-08-13 13F Transce3nd, LLC 141 33,02 27 58,82
2025-07-25 13F Bull Street Advisors, LLC 6 550 0,00 1 0,00
2025-08-13 13F Great Diamond Partners, LLC 61 177 1,57 11 789 13,63
2025-08-13 13F Strategic Financial Planning, Inc. 21 027 −0,29 4 052 11,56
2025-08-04 13F Spire Wealth Management 15 019 −1,73 2 894 9,95
2025-08-12 13F Laurel Wealth Advisors LLC 332 425 19 171,01 2 −99,66
2025-08-14 13F LM Advisors LLC 2 389 −11,16 0
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 3 082 10,62 597 24,43
2025-07-31 13F CVA Family Office, LLC 772 0,13 149 12,12
2025-08-06 13F Modera Wealth Management, LLC 2 564 11,24 494 24,43
2025-07-31 13F Sage Mountain Advisors LLC 4 455 −2,94 859 8,61
2025-08-11 13F Mill Creek Capital Advisors, LLC 1 258 0,00 242 12,04
2025-08-05 13F Mason Investment Advisory Services, Inc. 3 529 0,09 680 12,03
2025-08-11 13F Root Financial Partners, LLC 8 414 −11,71 1 621 −1,22
2025-08-14 13F Glenmede Investment Management, LP 17 209 3 316
2025-07-30 13F D.a. Davidson & Co. 73 681 −2,36 14 199 9,24
2025-07-21 13F Warner Financial, Inc 14 740 −3,39 3 0,00
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-02 13F Howard Financial Services, Ltd. 1 961 −12,06 378 −1,82
2025-08-13 13F Northwestern Mutual Wealth Management Co 299 684 −27,69 57 752 −19,10
2025-07-25 13F Total Clarity Wealth Management, Inc. 1 289 −3,37 248 −1,98
2025-08-01 13F Envestnet Asset Management Inc 2 933 498 7,23 565 314 19,95
2025-04-09 13F Worth Asset Management, LLC 0 −100,00 0
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 4 499 −3,56 867 14,53
2025-08-04 13F Keybank National Association/oh 8 437 −5,35 1 626 5,86
2025-07-10 13F Security National Bank 26 355 0,00 5 079 11,87
2025-08-06 13F Commonwealth Equity Services, Llc 244 328 −9,36 47 2,17
2025-08-12 13F Pathstone Holdings, LLC 34 372 −0,32 6 624 10,00
2025-08-14 13F AllSquare Wealth Management LLC 61 0,00 12 10,00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class 169 960 4,50 32 753 16,91
2025-07-15 13F Bay Capital Advisors, LLC 1 957 0,00 377 11,87
2025-08-19 13F Asset Dedication, LLC 1 185 63,22 228 82,40
2025-07-31 13F Brighton Jones Llc 3 661 0,25 705 12,08
2025-07-23 13F Woodside Wealth Management LLC 163 18,98 31 34,78
2025-07-25 13F GFS Advisors, LLC 7 693 −7,28 1 483 3,78
2025-07-31 13F United Community Bank 18 622 −16,56 3 589 −6,66
2025-08-14 13F Marquette Associates, Inc. 40 264 12,82 7 759 26,22
2025-08-01 13F Centerpoint Advisors, LLC 5 801 −3,88 1 0,00
2025-07-10 13F Orgel Wealth Management, LLC 1 993 0,00 384 11,95
2025-07-21 13F Investment Planning Advisors, Inc. 152 545 19,75 29 397 33,96
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-07-14 13F Ridgewood Investments LLC 609 0,00 117 12,50
2025-08-11 13F FineMark National Bank & Trust 1 396 0,00 269 12,08
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-01 13F Biltmore Family Office, LLC 1 505 0,87 290 12,84
2025-07-24 13F Morton Brown Family Wealth, LLC 500 0,00 96 11,63
2025-08-12 13F Trexquant Investment LP 0 −100,00 0
2025-07-15 13F Oak Root LLC 12 013 −75,36 2 315 −72,43
2025-08-14 13F Quantinno Capital Management LP 11 058 17,20 2 131 31,08
2025-07-15 13F Garrett Investment Advisors LLC 7 300 33,43 1 407 49,26
2025-04-30 13F Bridges Investment Management Inc 0 −100,00 0
2025-07-11 13F Mallini Complete Financial Planning LLC 206 1,48
2025-07-16 13F St Germain D J Co Inc 150 0,00 29 12,00
2025-08-15 13F Earnest Partners Llc 54 658 −38,68 10 533 −31,40
2025-07-28 13F Aries Wealth Management 4 369 0,00 842 11,84
2025-08-06 13F Van Cleef Asset Management,Inc 351 702 −0,09 67 776 11,77
2025-04-24 13F Wright Fund Managment, LLC 0 −100,00 0
2025-08-08 13F Empower Advisory Group, LLC 14 026 −13,77 2 703 −3,53
2025-07-24 13F Invictus Private Wealth, Llc 1 745 −6,03 336 5,33
2025-07-28 13F Boston Trust Walden Corp 5 538 0,56 1 067 12,55
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 7 171 −4,65 1 382 6,64
2025-08-14 13F Modern Wealth Management, LLC 1 121 216
2025-08-14 13F Bank Of Hawaii 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 56 087 −6,88 10 808 4,17
2025-07-25 13F Atria Wealth Solutions, Inc. 12 095 −66,18 2 337 −62,07
2025-07-22 13F Global Strategic Investment Solutions, LLC 7 589 −0,37 1 462 11,43
2025-08-15 13F Manhattan West Asset Management, LLC 2 913 7,85 561 20,65
2025-07-25 13F Hazlett, Burt & Watson, Inc. 21 0
2025-06-30 NP Northern Lights Fund Trust - PFG US Equity Index Strategy Fund Class R 34 500 23,42 5 894 5,84
2025-05-16 13F Great Lakes Advisors, Llc 0 −100,00 0 −100,00
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-08-08 13F TD Capital Management LLC 42 647 −0,93 8 218 10,83
2025-07-22 13F Red Door Wealth Management, LLC 1 086 209
2025-07-21 13F Yeomans Consulting Group, Inc. 0 −100,00 0
2025-07-24 13F Ronald Blue Trust, Inc. 317 263 −35,48 61 140 −27,82
2025-07-10 13F Western Pacific Wealth Management, LP 150 0,00 29 12,00
2025-08-07 13F Curtis Advisory Group, LLC 27 282 53,45 5 258 71,69
2025-07-16 13F Essex Financial Services, Inc. 2 449 0,04 472 12,11
2025-07-17 13F New Perspectives, Inc 1 691 0,00 326 11,68
2025-08-07 13F Mayport, Llc 166 130 7,86 32 015 20,67
2025-07-22 13F Clarius Group, LLC 37 169 −8,53 7 163 2,33
2025-08-15 13F Captrust Financial Advisors 94 351 −5,26 18 182 5,99
2025-07-31 13F Washington Trust Advisors, Inc. 245 0,00 47 11,90
2025-08-05 13F Aurdan Capital Management, LLC 69 870 7,06 13 465 19,77
2025-05-12 13F Sandy Spring Bank 535 0,19 92 −8,91
2025-08-13 13F Milestone Investment Advisors LLC 1 758 0,00 339 11,92
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-12 13F NFP Retirement, Inc. 2 981 0,37 574 12,33
2025-07-15 13F MCF Advisors LLC 1 907 −1,24 367 10,54
2025-08-07 13F Prime Buchholz LLC 48 485 0,00 9 344 11,87
2025-07-18 13F Childress Capital Advisors, Llc 1 948 0,00 375 11,94
2025-07-15 13F Signal Tree Financial Partners Llc 27 997 −11,13 5 395 −0,57
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 90 0,00 17 13,33
2025-07-24 13F IFP Advisors, Inc 848 −0,12 163 11,64
2025-04-24 13F Etesian Wealth Advisors, Inc. 0 −100,00 0
2025-08-14 13F FC Advisory LLC 130 937 −0,47 25 233 11,35
2025-08-14 13F Gotham Asset Management, LLC 6 687 0,00 1 289 11,90
2025-08-14 13F Royal Bank Of Canada 899 572 −56,77 173 357 −51,64
2025-05-15 13F Glenmede Trust Co Na 17 209 0,00 2 964 −9,33
2025-07-18 13F Wetzel Investment Advisors, Inc. 24 304 −10,70 4 684 −0,11
2025-07-22 13F Woodmont Investment Counsel Llc 5 459 0,00 1 052 11,91
2025-07-10 13F Fulton Bank, N.a. 4 391 204,72 846 241,13
2025-08-14 13F Beck Capital Management, Llc 1 054 203
2025-07-22 13F Miracle Mile Advisors, LLC 27 833 −5,74 5 364 5,45
2025-07-24 13F Advanced Asset Management Advisors Inc 279 0,00 54 12,77
2025-08-13 13F BCJ Capital Management, LLC 1 566 0,00 302 11,90
2025-08-14 13F Financial Advisory Service, Inc. 615 392,00 118 461,90
2025-07-25 13F Concurrent Investment Advisors, LLC 17 809 8,81 3 432 21,71
2025-07-02 13F HBW Advisory Services LLC 16 139 −3,54 3 110 7,91
2025-07-17 13F Saxon Interests, Inc. 1 961 0,00 338 0,00
2025-07-22 13F Vested Financial Planning, LLC 16 969 21,40 3 270 35,85
2025-07-23 13F West Paces Advisors Inc. 5 0,00 1
2025-07-28 13F Fairman Group, LLC 546 −22,55 105 −21,05
2025-08-06 13F Wedbush Securities Inc 2 970 0,51 1
2025-07-07 13F Teamwork Financial Advisors, LLC 1 805 0,28 348 11,94
2025-08-05 13F Tiaa Trust, National Association 8 630 −14,18 1 663 −3,98
2025-07-29 13F International Assets Investment Management, Llc 3 269 43,06 630 60,05
2025-08-08 13F Avalon Trust Co 8 000 0,00 1 542 11,83
2025-08-11 13F Brown Brothers Harriman & Co 9 798 0,00 1 888 11,91
2025-08-13 13F Colonial Trust Advisors 1 066 0,00 205 12,02
2025-07-10 13F Sunflower Bank, N.A. 3 605 0,00 695 11,94
2025-07-17 13F SC&H Financial Advisors, Inc. 4 203 0,17 810 12,19
2025-05-07 13F Objective Capital Management, LLC 0 −100,00 0
2025-07-21 13F Family CFO Inc 14 887 0,64 2 869 12,56
2025-08-12 13F Founders Financial Alliance, LLC 71 0,00 14 8,33
2025-08-18 13F Arq Wealth Advisors, Llc 11 272 0,00 1 942 0,00
2025-05-06 13F Proficio Capital Partners LLC 0 −100,00 0 −100,00
2025-07-22 13F Wealthcare Advisory Partners LLC 4 340 1,09 836 13,13
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2025-08-06 13F/A Flagship Private Wealth, LLC 12 348 1,97 2 380 14,10
2025-08-11 13F Wescott Financial Advisory Group, LLC 2 746 −1,29 529 10,44
2025-09-04 13F/A Advisor Group Holdings, Inc. 483 328 11,48 91 578 22,50
2025-09-09 13F NWF Advisory Services Inc. 1 555 300
2025-07-30 13F Strategic Blueprint, LLC 11 518 −0,86 2 220 10,89
2025-07-21 13F Ameritas Advisory Services, LLC 11 307 −43,31 2 179 −40,18
2025-08-06 13F Rialto Wealth Management, LLC 142 0,00 27 12,50
2025-08-14 13F Penn Capital Management Co Inc 10 262 −60,04 2 018 −54,83
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-08-08 13F SBI Securities Co., Ltd. 733 1,95 141 14,63
2025-05-05 13F Dahring | Cusmano Llc 0 −100,00 0
2025-08-13 13F Harfst & Associates, Inc. 22 895 340,03 4 412 392,41
2025-08-14 13F Manufacturers Life Insurance Company, The 96 495 1,84 18 596 13,93
2025-07-31 13F Fedenia Advisers LLC 12 498 13,49 2 408 27,00
2025-08-11 13F Blue Bell Private Wealth Management, Llc 5 0,00 1
2025-08-19 13F Advisory Services Network, LLC 4 250 −16,76 840 −4,44
2025-08-14 13F NCM Capital Management, LLC 1 487 0,00 287 11,72
2025-07-30 13F Brookstone Capital Management 4 573 7,00 881 19,70
2025-07-28 13F Axxcess Wealth Management, Llc 0 −100,00 0
2025-08-14 13F Advisor OS, LLC 15 479 19,96 2 983 34,20
2025-08-05 13F Telos Capital Management, Inc. 15 066 8,61 2 903 21,52
2025-07-17 13F Peoples Financial Services Corp. 874 −88,24 168 −86,87
2025-08-14 13F Aspen Grove Capital, LLC 1 437 −17,65 277 −8,00
2025-07-21 13F Ascent Group, LLC 3 970 −6,41 765 4,79
2025-07-15 13F James J. Burns & Company, LLC 195 831 0,14 37 739 12,03
2025-08-14 13F Toronto Dominion Bank 100 000 19 271
2025-08-06 13F Summit Wealth Group, LLC 77 660 12,83 15 27,27
2025-07-15 13F Perennial Advisors, LLC 3 873 1,55 746 13,55
2025-07-25 13F Apollon Financial, LLC 15 716 −7,14 3 029 3,88
2025-04-23 13F AssuredPartners Investment Advisors, LLC 0 −100,00 0
2025-08-04 13F Pinnacle Associates Ltd 7 550 0,00 1 455 11,85
2025-08-14 13F Headlands Technologies LLC 665 128
2025-08-04 13F Amplius Wealth Advisors, LLC 1 059 204
2025-08-11 13F HHM Wealth Advisors, LLC 352 0,00 68 11,67
2025-07-18 13F Bartlett & Co. Wealth Management Llc 23 832 0,56 4 593 12,49
2025-07-29 13F Crux Wealth Advisors 8 494 −18,73 1 637 −9,11
2025-05-16 13F/A Atlanta Consulting Group Advisors, LLC 0 −100,00 0
2025-07-24 13F Leo Wealth, LLC 1 594 0,25 307 12,45
2025-08-14 13F Arete Wealth Advisors, LLC 29 144 6,00 6 25,00
2025-07-14 13F Hoey Investments, Inc 736 0,00 142 11,90
2025-08-08 13F Advisors Capital Management, LLC 4 431 1,86 854 14,02
2025-08-19 13F National Asset Management, Inc. 6 550 −23,45 1 262 −22,34
2025-07-24 13F Eastern Bank 1 921 56,43 370 75,36
2025-07-10 13F Aua Capital Management, Llc 7 792 0,00 1 502 11,85
2025-08-14 13F Ieq Capital, Llc 4 725 93,97 910 117,18
2025-08-18 13F Hollencrest Capital Management 8 486 0,27 1 635 12,22
2025-07-28 13F Mutual Advisors, LLC 51 401 −0,87 10 303 16,89
2025-08-13 13F M&t Bank Corp 2 185 −0,68 421 11,38
2025-08-06 13F Atlantic Union Bankshares Corp 535 103
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-07-29 13F Rodgers & Associates, LTD 1 723 0,00 332 12,16
2025-07-15 13F Maseco Llp 823 159
2025-07-24 13F Blair William & Co/il 72 535 0,45 13 978 12,38
2025-08-14 13F Glenview Trust Co 1 583 0,00 305 12,13
2025-08-06 13F Walkner Condon Financial Advisors LLC 1 628 −17,69 314 −7,94
2025-07-17 13F Wagner Wealth Management, Llc 112 0,90 21 10,53
2025-03-28 13F/A Berkeley, Inc 0 −100,00 0 −100,00
2025-07-17 13F Asio Capital, LLC 64 564 2,92 12 442 15,14
2025-07-22 13F Merit Financial Group, LLC 35 114 4,68 6 767 17,10
2025-07-14 13F Sellwood Investment Partners LLC 6 954 21,13 1 340 35,63
2025-07-17 13F Albion Financial Group /ut 250 0,00 48 11,63
2025-08-14 13F UBS Group AG 702 490 −7,07 135 377 3,96
2025-08-06 13F Texas Yale Capital Corp. 3 365 0,00 648 11,92
2025-08-07 13F Commerce Bank 2 245 0,00 433 11,92
2025-07-22 13F Oak Hill Wealth Advisors, Llc 29 409 0,00 5 766 13,84
2025-08-19 13F Cape Investment Advisory, Inc. 60 0,00 12 10,00
2025-07-15 13F Graypoint LLC 6 650 0,00 1 282 11,88
2025-08-01 13F MorganRosel Wealth Management, LLC 859 0,00 166 12,24
2025-08-12 13F Bokf, Na 0 −100,00 0
2025-07-10 13F Affiance Financial, LLC 77 415 10,54 14 919 23,67
2025-08-15 13F Resources Management Corp /ct/ /adv 374 0,00 0
2025-08-11 13F United Capital Financial Advisers, Llc 1 439 277
2025-07-25 13F Evolution Advisers, Inc. 498 0,00 0
2025-07-18 13F Dogwood Wealth Management LLC 19 4
2025-07-18 13F Vicus Capital 32 216 2,01 6 208 14,12
2025-07-21 13F Qrg Capital Management, Inc. 1 493 −20,80 288 −11,42
2025-08-14 13F Ausdal Financial Partners, Inc. 3 156 8,05 608 20,87
2025-07-28 13F Baker Boyer National Bank 1 071 −50,02 206 −44,17
2025-07-11 13F Quad-Cities Investment Group, LLC 1 768 12,47 341 25,93
2025-07-11 13F LongView Wealth Management 2 747 0,00 529 11,84
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 208 0,00 40 14,29
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