AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF - Institutionellt ägande - Köpare

iShares Trust - iShares Core U.S. Aggregate Bond ETF
US ˙ ARCA ˙ US4642872265

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core U.S. Aggregate Bond ETF inkluderar Exchange Traded Concepts, Llc, Westerkirk Capital Inc., DDIAX - Delaware Wealth Builder Fund Class A, TCTZX - Transamerica ClearTrack Retirement Income R3, rebel Financial LLC, TCTKX - Transamerica ClearTrack 2025 R3, TCTLX - Transamerica ClearTrack 2030 R3, Midwestern Financial, LLC /IA, TCTMX - Transamerica ClearTrack 2035 R3, CBM Financial, LLC, Blueprint Financial Advisors LLC, Blue Edge Capital, LLC, TCTQX - Transamerica ClearTrack 2040 R3, Midwest Trust Co, Charter Capital Management, LLC\DE, Valpey Financial Services, LLC, Austin Wealth Management, LLC, Founders Grove Wealth Partners, Llc, Core Wealth Partners LLC, och TT Capital Management LLC .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-07-29 13F MPS Loria Financial Planners, LLC 35 718 1,28 3 543 1,58
2025-08-01 13F First National Trust Co 13 630 194,19 1 352 195,20
2025-07-07 13F Retirement Wealth Solutions LLC 22 398 3,74 2 222 4,03
2025-08-14 13F Garden State Investment Advisory Services LLC 5 669 3,34 562 3,69
2025-08-11 13F TD Waterhouse Canada Inc. 38 368 23,29 3 790 23,09
2025-07-25 13F Alpha Financial Partners, LLC 163 050 0,88 16 175 1,16
2025-08-14 13F Principia Wealth Advisory, LLC 173 17
2025-08-08 13F Hudock, Inc. 215 744 1,64 21 402 1,92
2025-04-29 13F Hm Payson & Co 36 4
2025-07-09 13F Bowman & Co S.C. 101 993 0,28 10 117 0,56
2025-07-22 13F Aquire Wealth Advisors, LLC 150 944 22,48 14 974 22,83
2025-08-13 13F Sepio Capital, LP 14 867 50,46 1 475 50,87
2025-07-16 13F Bright Financial Advisors, Inc. 330 018 0,85 32 738 1,13
2025-08-18 13F Wolverine Trading, Llc Call 132 700 393,31 13 111 393,79
2025-08-01 13F Mastercard Foundation Asset Management Corp 18 965 631 37,18 1 881 391 37,32
2025-08-14 13F LaSalle St. Investment Advisors, LLC 2 149 1,66 0
2025-08-13 13F All Terrain Financial Advisors, LLC 74 003 4,31 7 341 4,62
2025-08-05 13F Smith Shellnut Wilson Llc /adv 106 690 0,00 10 584 0,28
2025-07-09 13F VisionPoint Advisory Group, LLC 17 950 201,99 1 781 203,24
2025-03-27 NP TDITX - Transamerica ClearTrack 2025 R1 92 061 45,06 8 967 43,55
2025-08-08 13F Ironwood Investment Counsel, LLC 18 596 2,71 1 845 2,96
2025-07-22 13F Red Tortoise LLC 10 861 5,64 1 077 5,90
2025-08-28 NP ELM - Elm Market Navigator ETF 85 458 5 017,25 8 477 5 037,58
2025-08-14 13F Sentinel Wealth Management, Inc. 14 698 1
2025-08-08 13F Principal Financial Group Inc 317 144 95,84 31 461 96,39
2025-05-01 13F Quest 10 Wealth Builders, Inc. 11 920 5,37 1 181 7,76
2025-08-04 13F Quaker Wealth Management, LLC 72 7
2025-08-13 13F North Berkeley Wealth Management, LLC 23 627 14,15 2 344 14,46
2025-08-12 13F Boston Research & Management Inc 4 705 7,72 0
2025-07-09 13F Veracity Capital LLC 7 060 0,79 700 1,16
2025-07-30 13F Canvas Wealth Advisors, LLC 46 878 2,85 4 609 3,78
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 2 501 800 7,24 248 179 7,54
2025-08-13 13F Beacon Pointe Advisors, LLC 1 000 054 7,92 99 205 8,23
2025-04-28 13F Pinnacle Financial Partners Inc 230 007 16,72 22 717 18,50
2025-07-28 13F Axxcess Wealth Management, Llc 1 749 580 2,43 173 558 2,72
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 16 505 965 8,61 1 625 342 8,11
2025-08-14 13F Abound Financial, Llc 6 286 89,57 624 89,94
2025-08-13 13F Fiduciary Group LLC 257 135 11,25 25 508 11,56
2025-07-29 13F BKD Wealth Advisors, LLC 1 416 506 1,78 140 517 2,07
2025-07-25 13F Investment Advisory Group, LLC 8 172 1,06 811 1,38
2025-08-08 13F Davies Financial Advisors, Inc. 12 961 1 286
2025-08-14 13F Benjamin Edwards Inc 131 671 51,12 13 062 51,54
2025-08-05 13F Dunhill Financial, LLC 19 609 12,68 1 945 13,02
2025-08-05 13F Hills Bank & Trust Co 2 281 1,83 226 2,26
2025-07-08 13F Zrc Wealth Management, Llc 47 176 0,18 4 680 0,82
2025-08-06 13F Legacy Bridge, LLC 25 25,00 2 100,00
2025-08-08 13F Advyzon Investment Management, LLC 8 495 263,81 843 266,09
2025-08-05 13F Tme Financial, Inc. 10 759 8,74 1 067 9,10
2025-07-17 13F Charles Schwab Trust Co 672 520 0,21 66 714 0,49
2025-08-13 13F Crabel Capital Management, LLC 87 581 45,36 8 688 45,80
2025-07-09 13F Fiduciary Alliance LLC 2 334 232
2025-06-26 NP TCTMX - Transamerica ClearTrack 2035 R3 65 604 6 496
2025-07-17 13F Janney Montgomery Scott LLC 1 064 449 60,62 106 61,54
2025-07-31 13F Topsail Wealth Management, LLC 4 209 0,24 418 0,48
2025-08-07 13F Vise Technologies, Inc. 179 963 381,48 17 852 393,01
2025-08-01 13F Rossby Financial, LCC 7 573 4,07 751 4,74
2025-08-14 13F Planwiser Financial, Llc 8 533 39,43 839 39,67
2025-07-08 13F Beacon Wealthcare LLC 2 108 209
2025-07-16 13F Octavia Wealth Advisors, LLC 250 056 2,39 24 806 2,68
2025-07-08 13F Twele Capital Management, Inc. 416 153 5,22 41 282 5,52
2025-07-31 13F Catalyst Capital Advisors LLC 130 085 3,93 12 904 4,22
2025-08-14 13F Syon Capital Llc 281 602 24,64 27 935 24,99
2025-08-13 13F Providence Capital Advisors, LLC 11 028 2,17 1 094 2,53
2025-08-12 13F JMG Financial Group, Ltd. 19 242 187,84 1 909 188,65
2025-08-14 13F Williams Jones Wealth Management, LLC. 5 176 59,41 513 59,81
2025-07-15 13F Postrock Partners Llc 6 784 9,90 673 10,16
2025-08-12 13F Twin Focus Capital Partners, Llc 131 094 8,44 13 004 8,74
2025-08-04 13F NWK Group, Inc. 5 415 4,48 537 4,88
2025-08-12 13F Wayfinding Financial, LLC 82 555 29,25 8 33,33
2025-07-22 13F Old National Bancorp /in/ 738 097 4 026,21 73 219 4 039,01
2025-08-07 13F Summit Asset Management, LLC 87 231 1,28 8 653 1,56
2025-08-14 13F Money Concepts Capital Corp 135 889 10,69 13 480 11,01
2025-07-14 13F Matrix Trust Co 238 708 1,35 24 0,00
2025-07-22 13F Wealthcare Capital Partners, LLC 33 826 5,72 3 356 6,04
2025-08-12 13F Change Path, LLC 61 393 16,86 6 090 17,18
2025-07-03 13F City Center Advisors, LLC 4 488 6,55 445 6,97
2025-07-31 13F Carrera Capital Advisors 15 106 9,60 1 499 9,90
2025-08-08 13F Emerald Investment Partners, Llc 28 921 3,53 2 869 3,80
2025-04-22 13F Bright Futures Wealth Management, LLC. 2 060 200
2025-08-12 13F Heritage Trust Co 6 682 6,44 663 6,60
2025-08-14 13F Quantinno Capital Management LP 13 419 7,56 1 331 7,86
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 20 646 93,62 2 025 91,58
2025-07-14 13F Gridiron Partners, LLC 425 625 4,70 42 222 4,99
2025-08-08 13F Mason Street Advisors, Llc 2 792 394 9,72 277 005 10,03
2025-08-04 13F Mesirow Financial Investment Management, Inc. 24 789 72,41 2 459 72,93
2025-08-12 13F LPL Financial LLC 10 438 250 4,92 1 035 474 5,22
2025-07-29 13F Fundamentun, Llc 9 773 2,69 970 2,98
2025-08-06 13F Regimen Wealth, Llc 194 312 3,93 19 276 4,17
2025-08-06 13F Axim Planning & Wealth 2 867 284
2025-08-14 13F Comerica Bank 1 609 970 144,58 159 709 145,28
2025-08-06 13F First Horizon Advisors, Inc. 462 544 4,22 45 884 4,51
2025-07-02 13F Dentgroup LLC 6 707 665
2025-08-06 13F Long Run Wealth Advisors, LLC 89 731 2,06 8 901 2,35
2025-08-14 13F Sand Hill Global Advisors, LLC 647 256 2,37 64 208 2,66
2025-08-12 13F Cornerstone Wealth Management, LLC 6 326 12,04 628 12,37
2025-07-22 13F Ellenbecker Investment Group 598 277 16,84 59 349 17,17
2025-08-14 13F Arizona PSPRS Trust 13 456 062 0,14 1 334 841 0,43
2025-08-12 13F Titleist Asset Management, Llc 6 824 10,26 677 10,46
2025-08-14 13F Smartleaf Asset Management LLC 69 920 2,84 6 908 2,92
2025-08-14 13F Icon Wealth Advisors, LLC 2 560 16,68 254 17,13
2025-07-25 13F Sovereign Financial Group, Inc. 10 207 1 013
2025-08-11 13F Sprott Inc. 5 160 4,07 512 4,29
2025-08-06 13F Tradewinds, LLC. 33 296 426,75 3 303 428,32
2025-07-18 13F Trust Co Of Vermont 1 370 61,94 136 62,65
2025-07-22 13F Unique Wealth, Llc 298 023 3,28 29 564 3,57
2025-08-13 13F Maia Wealth LLC 30 960 8,40 3 071 10,19
2025-07-21 13F Gray Private Wealth, LLC 4 343 6,11 431 6,44
2025-07-16 13F Motive Wealth Advisors 151 521 2,23 15 031 2,52
2025-07-08 13F Advance Capital Management, Inc. 4 503 77,91 447 78,40
2025-07-11 13F Adirondack Trust Co 34 745 9,67 3 447 9,99
2025-08-11 13F Greykasell Wealth Strategies, Inc. 72 493 32,72 7 191 33,09
2025-07-31 13F Manuka Financial, LLC 4 876 0,66 484 0,84
2025-07-18 13F Pure Financial Advisors, Inc. 245 076 4,14 24 312 4,44
2025-08-06 13F Prospera Financial Services Inc 151 777 0,63 15 061 0,91
2025-08-13 13F Van Hulzen Asset Management, LLC 113 525 1,61 11 262 1,90
2025-08-14 13F Wetherby Asset Management Inc 8 108 0,11 804 2,55
2025-08-27 NP FAFIX - PFM Multi-Manager Fixed-Income Fund Institutional Class 1 795 751 102,27 178 138 102,85
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 173 486 7,19 17 210 7,49
2025-08-13 13F VestGen Advisors, LLC 9 090 10,88 902 11,23
2025-07-30 13F Onyx Bridge Wealth Group LLC 287 208 30,99 28 491 31,36
2025-08-13 13F Northwestern Mutual Wealth Management Co 11 963 480 3,62 1 186 777 3,91
2025-07-08 13F Nbc Securities, Inc. 24 027 6,31 2 0,00
2025-07-15 13F DB Fitzpatrick & Co, Inc 411 337 2,05 40 805 2,34
2025-06-27 NP SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 223 121 7,53 22 093 9,32
2025-08-08 13F Pnc Financial Services Group, Inc. 9 128 626 2,16 905 560 2,45
2025-08-14 13F Gotham Asset Management, LLC 354 774 52,58 35 194 53,01
2025-07-10 13F Sovran Advisors, LLC 34 924 236,10 3 425 237,11
2025-08-11 13F Citigroup Inc 3 549 464 2,82 352 107 3,11
2025-08-05 13F 5T Wealth, LLC 37 784 71,70 3 748 72,24
2025-08-08 13F Altfest L J & Co Inc 12 921 0,80 1 282 1,10
2025-07-22 13F Duncan Williams Asset Management, LLC 2 481 246
2025-08-14 13F Catalyst Financial Partners Llc 233 324 17,65 23 146 17,98
2025-07-25 13F Genesee Capital Advisors, LLC 8 257 0,97 819 1,36
2025-08-01 13F New York Life Investment Management Llc 552 328 11,42 54 791 11,73
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II 420 228 0,21 41 687 0,50
2025-08-14 13F Ancora Advisors, LLC 58 712 10,30 5 824 10,62
2025-03-12 13F/A Private Capital Management Llc 6 121 25,87 594 24,79
2025-07-30 13F Clune & Associates, Ltd. 16 042 0,18 1 591 0,44
2025-07-21 13F Fortis Capital Advisors, LLC 38 268 63,95 3 796 64,47
2025-07-16 13F Colton Groome Financial Advisors, Llc 207 975 9,46 20 631 9,66
2025-08-05 13F Snider Financial Group 229 649 2,59 22 781 2,88
2025-08-04 13F L.m. Kohn & Company 12 815 1 271
2025-08-14 13F MGB Wealth Management, LLC 3 579 354
2025-08-13 13F Colonial Trust Advisors 120 838 14,54 11 987 14,87
2025-07-16 13F Falcon Wealth Planning 2 070 1,17 205 1,49
2025-07-22 13F Appleton Partners Inc/ma 2 303 10,46 0
2025-08-13 13F Loomis Sayles & Co L P 132 411 6 265,91 13 135
2025-08-11 13F Nordwand Advisors, LLC 2 499 9 155,56 248 12 250,00
2025-08-12 13F Power Wealth Management Llc 4 874 3,42 484 3,65
2025-07-25 13F Cwm, Llc 658 440 8,96 65 10,17
2025-08-14 13F Mpwm Advisory Solutions, Llc 3 285 116,12 326 116,67
2025-08-12 13F Absolute Capital Management, LLC 3 068 31,62 304 32,17
2025-07-31 13F Sharper & Granite LLC 45 950 5,32 4 534 5,05
2025-07-15 13F Oxinas Partners Wealth Management LLC 28 848 114,74 2 862 115,44
2025-07-07 13F TruWealth Advisors, LLC 114 877 15,11 11 396 15,44
2025-07-16 13F Blue Oak Capital, LLC 215 692 69,29 21 397 69,77
2025-07-10 13F Worth Asset Management, LLC 12 713 64,68 1 261 65,27
2025-08-13 13F Scotia Capital Inc. 436 900 58,03 43 340 58,48
2025-07-25 13F Bricktown Capital, LLC 501 092 1,46 49 708 1,74
2025-07-15 13F Missouri Trust & Investment Co 2 217 0,36 220 0,46
2025-07-21 13F Life Planning Partners, Inc 2 124 0,19 211 0,48
2025-08-11 13F Foundation Wealth Management, LLC\PA 3 330 0,12 330 0,61
2025-08-12 13F Calton & Associates, Inc. 6 766 5,09 671 5,50
2025-07-31 13F Ballast Advisors Llc 197 829 3,48 19 625 3,77
2025-07-10 13F Uptown Financial Advisors LLC 6 168 612
2025-07-18 13F Brookmont Capital Management 11 936 0,12 1 184 0,42
2025-07-31 13F Insight Wealth Partners, LLC 4 215 46,97 418 47,70
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 39 809 14,12 3 949 14,46
2025-07-23 13F Eagle Strategies LLC 104 053 2,40 10 322 2,70
2025-08-13 13F Natixis Advisors, L.p. 162 651 18,55 16 23,08
2025-08-28 13F Midwestern Financial, LLC /IA 75 693 7 509
2025-07-22 13F Grimes & Company, Inc. 182 864 36,65 18 140 37,04
2025-08-12 13F TCP Asset Management, LLC 107 070 2,08 10 621 2,37
2025-07-17 13F Greenleaf Trust 3 610 358
2025-08-14 13F C M Bidwell & Associates Ltd 6 406 2,89 635 3,25
2025-08-14 13F Murphy & Mullick Capital Management Corp 206 0,49 20 0,00
2025-07-23 NP IRSOX - Voya Target Retirement 2040 Fund Class I 24 801 2,19 2 433 1,00
2025-05-12 13F Sandy Spring Bank 18 899 2,62 1 869 4,76
2025-08-01 13F Wincap Financial Llc 3 114 309
2025-08-13 13F NEOS Investment Management LLC 463 415 11,62 45 821 11,92
2025-08-06 13F Horan Securities, Inc. 11 230 12,15 1 114 12,42
2025-07-14 13F AdvisorNet Financial, Inc 304 871 4,84 30 243 5,13
2025-08-11 13F Western Wealth Management, LLC 11 546 4,88 1 145 5,14
2025-08-25 13F/A Promus Capital, LLC 5 491 0,42 545 0,74
2025-07-18 13F RKL Wealth Management LLC 64 855 26,80 6 434 27,16
2025-07-11 13F Walker Financial Services, Inc. 457 781 5,84 45 412 6,14
2025-08-12 13F Blueprint Investment Partners LLC 40 885 4 056
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 358 649 3,69 35 578 3,98
2025-07-30 NP OVB - Overlay Shares Core Bond ETF 495 721 5,59 48 630 4,37
2025-07-23 13F Nbt Bank N A /ny 82 442 2,14 8 178 2,43
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 154 085 5,04 15 285 5,33
2025-07-24 13F Kampmann Melissa S. 10 368 1,57 1 029 1,88
2025-08-04 13F Flagship Harbor Advisors, Llc 373 265 10,07 37 028 10,38
2025-07-18 13F United Bank 313 812 0,28 31 130 0,57
2025-07-22 13F Iron Horse Wealth Management, LLC 103 221,88 10 233,33
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 1 010 986 1,29 100 290 1,57
2025-07-15 13F Cranbrook Wealth Management, LLC 1 394 34,56 138 35,29
2025-07-16 13F Vestia Personal Wealth Advisors 2 167 5,19 215 5,42
2025-08-05 13F EPG Wealth Management LLC 39 2,63 4 0,00
2025-08-14 13F Moneta Group Investment Advisors Llc 118 326 0,44 11 738 0,72
2025-07-08 13F First National Corp /ma/ /adv 138 078 1 672,73 13 697 1 678,83
2025-07-16 13F St Germain D J Co Inc 1 573 6 192,00 156 7 700,00
2025-08-11 13F Bedell Frazier Investment Counseling, LLC 24 914 15,49 2 472 15,85
2025-08-13 13F Cheviot Value Management, LLC 34 897 0,81 3 453 2,01
2025-08-08 13F Red Cedar Investment Management, Llc 205 493 403,07 20 385 404,55
2025-08-14 13F Quartz Partners, LLC 9 678 242,34 960 243,73
2025-07-07 13F Wesbanco Bank Inc 1 334 404 2,20 132 373 2,49
2025-07-18 13F TPG Advisors LLC 65 043 5,86 6 452 6,17
2025-07-30 13F Strategic Blueprint, LLC 17 255 3,47 1 712 3,76
2025-08-14 13F Certified Advisory Corp 2 666 14,91 265 15,28
2025-07-25 13F Endowment Wealth Management, Inc. 2 868 9,67 284 10,08
2025-08-12 13F Asset Management Group, Inc. 27 771 2,75 2 755 3,03
2025-08-04 13F Joseph P. Lucia & Associates, LLC 42 838 5,73 4 250 6,04
2025-07-31 13F Ndwm Llc 28 494 6,00 2 827 6,28
2025-07-29 13F Regions Financial Corp 256 714 1,03 25 466 1,32
2025-07-16 13F Owen LaRue, LLC 2 502 248
2025-07-14 13F Armstrong Advisory Group, Inc 10 541 23,47 1 046 26,36
2025-08-05 13F Key FInancial Inc 1 837 2,97 182 3,41
2025-08-01 13F Brookwood Investment Group LLC 19 390 637,54 1 923 639,62
2025-07-16 13F Rebalance, Llc 1 298 969 0,20 128 858 0,48
2025-08-22 13F Carter Financial Group, INC. 4 110 408
2025-07-23 13F Tcfg Wealth Management, Llc 2 029 201
2025-08-13 13F Elios Financial Group Inc. 7 838 46,86 778 47,44
2025-08-01 13F James Investment Research Inc 51 805 0,78 5 139 1,08
2025-08-07 13F Midwest Trust Co 36 032 3 574
2025-08-15 13F Cooksen Wealth, LLC 25 009 7,14 2 481 8,49
2025-07-23 13F DMG Group, LLC 61 602 5,77 6 111 6,06
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 2 277 226
2025-07-21 13F Segment Wealth Management, LLC 3 427 2,39 340 2,42
2025-08-11 13F Lake Street Financial Llc 37 086 14,47 3 679 14,79
2025-08-12 13F Main Management LLC 75 182 0,52 7 0,00
2025-08-04 13F Arkadios Wealth Advisors 12 758 9,97 1 266 10,29
2025-08-07 13F Timonier Family Office, LTD. 94 264 15,63 9 351 15,96
2025-08-14 13F CoreCap Advisors, LLC 9 913 33,10 983 33,56
2025-07-21 13F Exchange Capital Management, Inc. 68 910 4,03 6 836 4,32
2025-07-21 13F HighMark Wealth Management LLC 9 079 53 305,88 901 89 900,00
2025-08-06 13F Vestmark Advisory Solutions, Inc. 1 537 274 390,78 152 498 392,16
2025-08-14 13F Pennington Partners & Co., Llc 7 867 0,23 780 0,52
2025-08-05 13F Welch & Forbes Llc 15 178 6,43 1 506 6,74
2025-07-22 13F Bank Hapoalim Bm 1
2025-07-09 13F Finley Financial, LLC 8 210 43,78 814 44,07
2025-08-13 13F GeoWealth Management, LLC 23 961 57,34 2 377 57,77
2025-07-31 13F Peterson Wealth Services 5 688 2,69 564 3,11
2025-08-13 13F Cary Street Partners Financial Llc 49 788 4,81 4 939 5,11
2025-08-08 13F Strategies Wealth Advisors, LLC 7 102 45,21 705 45,76
2025-07-29 13F Calamos Wealth Management LLC 138 864 0,43 13 775 0,72
2025-07-31 13F AlTi Global, Inc. 63 250 12,78 6 263 12,89
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 1 570 2,68 156 2,65
2025-08-13 13F Colonial Trust Co / SC 86 437 14,45 8 575 14,78
2025-03-27 NP TCHDX - Transamerica ClearTrack 2035 R6 60 483 49,61 5 891 48,09
2025-07-09 13F Massmutual Trust Co Fsb/adv 42 506 74,06 4 217 74,58
2025-08-14 13F/A Skopos Labs, Inc. 142 694 1 303,64 14 155 1 308,46
2025-08-13 13F Ark & Tlk Investments, Llc 6 456 4,79 640 5,09
2025-07-09 13F Chesley Taft & Associates LLC 80 502 0,95 7 986 1,23
2025-08-11 13F Trajan Wealth LLC 1 288 686 3,45 127 838 3,74
2025-07-29 13F Quotient Wealth Partners, LLC 2 063 134 2,33 204 663 2,62
2025-08-08 13F Wrapmanager Inc 263 990 9,97 26 188 10,28
2025-07-16 13F American National Bank 28 382 5,33 2 815 5,63
2025-08-05 13F Counterweight Ventures, LLC 39 835 1,30 3 952 1,59
2025-08-11 13F Semus Wealth Partners LLC 3 578 54,36 355 54,59
2025-07-11 13F Compass Ion Advisors, LLC 36 145 2,10 3 586 2,40
2025-08-29 NP CASIX - Catalyst/Aspect Enhanced Multi-Asset Fund Class I 130 085 3,93 12 904 4,22
2025-08-12 13F SlateStone Wealth, LLC 17 765 6,57 2 0,00
2025-07-21 13F Pacific Financial Group Inc 10 997 8,52 1 091 8,78
2025-07-30 13F Cullen/frost Bankers, Inc. 468 528 6,48 46 478 6,78
2025-07-30 13F Crewe Advisors LLC 6 150 33,03 610 33,48
2025-08-14 13F Bank Of Hawaii 245 154 2,64 24 319 2,93
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 391 858 2,66 38 872 2,94
2025-08-06 13F Golden State Wealth Management, LLC 256 641 3,98 25 459 4,27
2025-07-11 13F Bond & Devick Financial Network, Inc. 9 621 58,37 954 59,00
2025-07-28 13F Ritholtz Wealth Management 1 072 288 6,87 106 371 7,17
2025-08-14 13F Colony Group, LLC 949 763 17,96 94 216 18,30
2025-08-12 13F Wealth Dimensions Group, Ltd. 18 328 10,50 1 818 10,85
2025-08-14 13F Tudor Investment Corp Et Al 7 719 18,37 766 18,60
2025-08-11 13F Y.D. More Investments Ltd 4 420 33,13 438 33,23
2025-08-05 13F Bank Of Montreal /can/ 2 397 183 45,09 237 801 45,50
2025-07-22 13F CPR Investments Inc. 13 761 2,86 1 365 3,17
2025-07-24 13F Capital Advisors, Ltd. LLC 3 602 0,11 0
2025-07-08 13F Rise Advisors, LLC 3 148 4,41 312 4,70
2025-08-15 13F Howland Capital Management Llc 15 125 8,43 1 500 8,77
2025-07-28 13F Harbour Investments, Inc. 157 991 19,45 15 673 19,79
2025-08-13 13F Russell Investments Group, Ltd. 1 123 111
2025-07-23 13F Deere & Co 0 0
2025-06-26 NP TCTLX - Transamerica ClearTrack 2030 R3 93 050 9 214
2025-08-08 13F Omega Financial Group, LLC 171 125 1,59 16 976 1,88
2025-08-12 13F Investure, LLC 6 747 8,18 669 8,60
2025-08-11 13F Aptus Capital Advisors, LLC 25 218 10,38 2 502 10,66
2025-08-12 13F Weaver Consulting Group 3 214 2,59 319 2,91
2025-08-14 13F Heritage Wealth Management, Inc. 17 306 6,85 1 717 7,12
2025-07-15 13F Kopp Family Office, LLC 110 380 1,19 10 950 1,47
2025-07-16 13F Stephenson National Bank & Trust 516 21,99 51 24,39
2025-08-04 13F Capital Performance Advisors Llp 219 780 30,33 21 802 30,71
2025-08-12 13F MAI Capital Management 353 400 8,56 35 057 8,87
2025-04-10 13F Bremer Bank National Association 314 328 0,77 31 093 2,86
2025-08-15 13F Asset Allocation Strategies LLC 58 778 84,10 5 831 84,61
2025-08-12 13F Prudential Plc 20 877 25,79 2 071 26,14
2025-07-08 13F/A Salem Investment Counselors Inc 36 738 9,28 3 644 9,59
2025-08-14 13F Hilltop Holdings Inc. 10 054 22,48 997 22,78
2025-08-06 13F Legacy Wealth Managment, LLC/ID 4 491 3 805,22 446 3 945,45
2025-07-24 NP SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF 437 518 7,83 42 921 6,58
2025-08-08 13F IMA Wealth, Inc. 604 60
2025-07-30 13F Family Capital Trust Co 142 308 1,22 14 117 1,50
2025-07-11 13F Addis & Hill, Inc 94 971 1,59 9 421 1,88
2025-07-21 13F 25 Llc 4 121 1,15 409 1,24
2025-08-13 13F GM Advisory Group, Inc. 84 806 0,36 8 413 0,65
2025-07-28 13F Courier Capital Llc 6 376 60,64 632 61,22
2025-08-14 13F Atomi Financial Group, Inc. 222 163 9,21 22 039 9,52
2025-07-15 13F Beacon Investment Advisory Services, Inc. 269 276 9,86 26 712 10,17
2025-07-15 13F Well Done, LLC 3 331 57,87 330 61,76
2025-07-14 13F Abound Wealth Management 405 627 4,33 40 238 4,63
2025-07-23 13F Steel Peak Wealth Management LLC 4 208 4,94 417 5,30
2025-07-22 13F HFM Investment Advisors, LLC 180 17,65 18 13,33
2025-08-05 13F MidAtlantic Capital Management, Inc. 4 258 0,47 422 0,72
2025-08-11 13F October Effect Ltd 17 067 1 693
2025-07-24 13F Jfs Wealth Advisors, Llc 594 977 1,47 59 022 1,76
2025-08-15 13F Captrust Financial Advisors 8 191 211 6,58 812 568 6,88
2025-07-22 13F Firethorn Wealth Partners, Llc 8 355 110,61 829 111,22
2025-07-31 13F Oppenheimer Asset Management Inc. 158 959 3,33 15 769 3,62
2025-07-30 13F Caliber Wealth Management, LLC / KS 252 082 140,24 25 007 140,93
2025-04-24 NP DDIAX - Delaware Wealth Builder Fund Class A 305 138 30 285
2025-07-08 13F Webster Bank, N. A. 157 463 2,04 15 620 2,33
2025-08-04 13F Wealth Management Associates, Inc. 32 944 3,91 3 268 4,21
2025-08-04 13F Merkkuri Wealth Advisors LLC 33 296 3,48 3 303 3,77
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 6 516 31,24 646 31,57
2025-08-04 13F Coign Capital Advisors LLC 47 887 5,85 4 750 6,15
2025-07-29 NP MAMB - Monarch Ambassador Income ETF 159 395 2,24 15 637 1,06
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 16 926 11,03 1 669 11,42
2025-08-05 13F Aviance Capital Partners, LLC 21 204 9,84 2 103 10,16
2025-04-15 13F Members Wealth Llc 3 764 0,08 372 2,48
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 197 044 0,57 19 547 0,86
2025-08-12 13F J.w. Cole Advisors, Inc. 123 085 62,95 12 210 63,41
2025-08-08 13F Atlantic Trust, LLC 3 950 209,80 392 210,32
2025-07-25 13F Verdence Capital Advisors LLC 228 714 4,91 22 688 5,21
2025-07-17 13F Park Place Capital Corp 44 045 4 371,57 4 351 4 385,57
2025-08-14 13F NorthLanding Financial Partners, LLC 86 451 1,13 8 576 1,41
2025-08-06 13F Destiny Capital Corp/CO 74 147 1,65 7 355 1,94
2025-07-16 13F Dakota Wealth Management 329 260 11,57 32 663 11,88
2025-07-14 13F Golden State Equity Partners 83 793 124,17 8 312 124,83
2025-08-14 13F Hancock Whitney Corp 289 290 3,56 28 698 3,85
2025-08-13 13F Cary Street Partner Investment Advisory Llc 4 799 181,47 476 183,33
2025-08-12 13F Jacobi Capital Management LLC 6 459 0,89 641 1,11
2025-07-17 13F Legacy Wealth Management, Inc 39 614 8,67 3 930 8,96
2025-08-12 13F Running Point Capital Advisors, LLC 23 700 2,26 2 351 2,57
2025-08-01 13F Oarsman Capital, Inc. 41 816 5,10 4 148 5,41
2025-08-14 13F Sentinus, LLC 113 578 12,85 11 267 13,17
2025-07-07 13F First Community Trust Na 65 6
2025-05-12 13F Cahill Wealth Management, LLC 26 877 0,71 2 659 2,78
2025-08-14 13F Lazard Asset Management Llc 28 3,85
2025-08-13 13F Lido Advisors, LLC 587 842 7,67 58 314 7,98
2025-08-01 13F MorganRosel Wealth Management, LLC 35 698 14,03 3 541 14,37
2025-08-14 13F/A Barclays Plc 7 901 1 655,78 1
2025-07-16 13F ORG Partners LLC 7 680 12,13 759 12,11
2025-07-11 13F Farther Finance Advisors, LLC 218 741 6,96 21 699 7,22
2025-08-13 13F Metropolitan Life Insurance Co/ny 865 233 87,77 85 831 88,30
2025-07-16 13F Patron Partners Advisors, Llc 8 450 55,10 838 55,76
2025-07-16 13F Perigon Wealth Management, LLC 294 142 9,89 29 179 10,20
2025-08-12 13F Erickson Financial Group, LLC 69 632 1,61 6 907 1,89
2025-08-14 13F Price T Rowe Associates Inc /md/ 738 330 2,49 73 2,82
2025-07-11 13F Prosperity Planning, Inc. 2 889 −1,84
2025-07-09 13F GSG Advisors LLC 4 954 0,53 491 1,87
2025-08-12 13F Guerra Advisors Inc 4 936 490
2025-04-11 13F Permanent Capital Management, LP 184 503 1,17 18 251 3,28
2025-08-15 13F WFA of San Diego, LLC 2 100 39,91 208 36,84
2025-07-09 13F Navigation Wealth Management, Inc. 14 257 517,19 1 414 520,18
2025-07-18 13F Impact Capital Partners LLC 50 181 18,45 4 978 18,78
2025-08-14 13F Gen-Wealth Partners Inc 301 1,69 30 0,00
2025-07-24 13F Verger Capital Management LLC 434 889 1,96 43 141 2,25
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 2 621 743 32,76 261 070 33,39
2025-08-15 13F Provenance Wealth Advisors, LLC 365 986 2,21 36 306 2,50
2025-08-05 13F Mma Asset Management Llc 6 372 0,06 632 0,48
2025-08-11 13F Heritage Wealth Advisors 4 470 7,68 443 8,05
2025-08-13 13F Measured Wealth Private Client Group, LLC 25 124 0,52 2 492 0,81
2025-08-05 13F Milestone Asset Management, Llc 14 020 198,30 1 391 199,57
2025-08-14 13F Granite FO LLC 903 0,33 90 0,00
2025-07-08 13F Little House Capital Llc 49 273 5,39 4 888 5,69
2025-07-16 13F ORG Wealth Partners, LLC 5 412 1,88 535 1,71
2025-07-23 13F Tectonic Advisors Llc 350 499 1,41 34 770 1,70
2025-07-29 13F Latitude Advisors, LLC 6 399 37,05 635 37,53
2025-08-25 NP MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I 190 405 9,05 18 888 9,36
2025-07-25 13F PrairieView Partners, LLC 6 412 7,67 1
2025-08-08 13F Meridian Wealth Management, LLC 20 132 6,69 1 997 6,97
2025-07-16 13F Diversified Enterprises, LLC 158 250 24,06 15 698 24,42
2025-07-25 13F Carbahal Olsen Financial Services Group, LLC 109 479 4,11 10 860 4,41
2025-07-09 13F Parkside Advisors LLC 272 892 1,76 27 071 2,04
2025-08-07 13F 1st Source Bank 49 751 1,25 4 935 1,54
2025-08-14 13F Acorn Wealth Advisors, LLC 7 520 746
2025-07-17 13F Mainsail Financial Group, LLC 13 302 13,05 1 300 11,78
2025-07-15 13F Main Street Group, LTD 294 47,00 29 52,63
2025-07-22 13F Plimoth Trust Co Llc 72 629 3,42 7 205 3,71
2025-08-06 13F Savant Capital, LLC 49 119 10,01 4 873 10,33
2025-07-17 13F Michels Family Financial, LLC 28 870 4,04 2 864 4,34
2025-07-29 NP MPRO - Monarch ProCap ETF 1 199 015 29,48 117 623 27,98
2025-07-10 13F Charter Oak Capital Management, LLC 1 706 856 2,39 169 320 2,68
2025-08-14 13F EP Wealth Advisors, Inc. 2 370 636 1,05 235 167 1,34
2025-07-08 13F Corepath Wealth Partners Llc 132 840 3,93 13 081 5,00
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 1 628 246,38 162 250,00
2025-07-23 13F Slow Capital, Inc. 94 386 0,39 9 363 0,68
2025-07-25 NP USBSX - Cornerstone Moderate Fund 236 460 9,06 23 197 7,79
2025-07-24 13F KFA Private Wealth Group, LLC 79 899 1,02 7 926 1,32
2025-07-17 13F XML Financial, LLC 52 230 13,37 5 181 13,69
2025-08-14 13F Voya Financial Advisors, Inc. 18 385 11,91 1 816 11,96
2025-07-31 13F Kathleen S. Wright Associates Inc. 1 852 56,95 184 57,76
2025-08-05 13F Freestone Capital Holdings, LLC 692 660 3,85 68 712 4,14
2025-08-14 13F Dearborn Partners Llc 15 383 4,71 1 526 5,02
2025-08-14 13F Oxford Financial Group Ltd 1 263 28,75 125 28,87
2025-07-23 13F Independent Solutions Wealth Management, LLC 116 650 0,26 11 571 0,55
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 1 412 774 7 255,90 576 −69,67
2025-08-14 13F Stifel Financial Corp 7 783 701 22,97 772 146 23,31
2025-07-17 13F C2C Wealth Management, LLC 23 345 0,01 2 316 0,30
2025-07-18 13F Benchmark Wealth Management, LLC 37 929 72,77 3 763 73,28
2025-07-14 13F Parkshore Wealth Management, Inc. 3 194 0,06 317 0,32
2025-07-21 13F Single Point Partners, LLC 414 026 2,11 40 2,63
2025-08-07 13F Simplify Asset Management Inc. 3 109 340 2,05 308 447 2,34
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 13 008 1 290
2025-08-12 13F Cynosure Management, Llc 120 016 8,55 11 906 8,85
2025-07-22 13F Belpointe Asset Management LLC 54 243 17,29 5 381 17,77
2025-08-14 13F BancorpSouth Bank 5 395 6,85 535 7,21
2025-08-06 13F Legacy Investment Solutions, LLC 4 491 446
2025-07-24 13F Thompson Investment Management, Inc. 37 946 13,27 3 764 13,61
2025-07-23 13F Penney Financial, LLC 40 166 303,11 3 984 304,47
2025-07-28 13F Revolve Wealth Partners, LLC 9 420 0,01 934 0,32
2025-08-06 13F Atlantic Union Bankshares Corp 19 189 1 904
2025-05-02 13F Cable Hill Partners, LLC 630 748 9,28 62 457 11,67
2025-03-27 NP TCPTX - Transamerica ClearTrack 2045 R1 11 382 41,46 1 109 40,08
2025-07-15 13F Vannoy Advisory Group, Inc. 16 701 0,99 1 657 1,28
2025-07-29 13F TFC Financial Management 1 935 192
2025-08-12 13F Chaney Capital Management, Inc. 516 514 15,84 51 238 16,17
2025-07-09 13F Thrive Wealth Management, LLC 30 488 3 024
2025-07-24 13F MFA Wealth Services 12 718 2,17 1 262 2,44
2025-07-22 13F Valpey Financial Services, LLC 27 984 2 776
2025-07-23 13F Friedenthal Financial 1 529 6,33 152 6,34
2025-08-13 13F Brown Advisory Inc 263 824 27,07 26 171 27,43
2025-07-28 13F J.Safra Asset Management Corp 26 925 3,50 2 660 3,38
2025-08-11 13F Lowe Brockenbrough & Co Inc 541 281 208,11 53 695 209,00
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 850 718 0,41 84 391 0,69
2025-08-04 13F Savvy Advisors, Inc. 311 642 523,53 30 915 525,28
2025-08-13 13F JT Stratford LLC 440 414 5,44 43 689 5,74
2025-07-15 13F Signal Tree Financial Partners Llc 0 0
2025-08-13 13F Summit Wealth Group Llc / Co 9 104 903
2025-07-23 13F Winthrop Advisory Group LLC 6 081 3,70 603 3,97
2025-08-25 NP AGGH - Simplify Aggregate Bond PLUS Credit Hedge ETF 3 109 340 2,05 308 447 2,34
2025-08-08 13F Family Firm, Inc. 60 626 8,08 6 014 8,40
2025-08-12 13F Hanover Advisors Inc 6 278 54,94 623 55,50
2025-07-09 13F Fragasso Group Inc. 2 692 0,15 267 0,75
2025-04-15 13F Transform Wealth, LLC 318 010 14,89 31 458 17,29
2025-07-17 13F Financial Partners Group, LLC 5 927 588
2025-08-13 13F Baker Avenue Asset Management, LP 872 234 2,05 86 526 2,33
2025-07-21 13F Crews Bank & Trust 1 475 0,82 146 1,39
2025-08-15 13F Kestra Advisory Services, LLC 512 529 38,10 50 843 38,50
2025-08-13 13F Smith, Moore & Co. 36 056 1,31 3 577 1,59
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 1 753 174
2025-08-14 13F Visionary Wealth Advisors 253 014 8,16 25 099 8,47
2025-07-22 13F Noble Family Wealth, LLC 11 116 15,00 1 103 15,27
2025-07-31 13F Opes Wealth Management LLC 99 531 3,79 9 874 4,09
2025-05-15 13F Rakuten Investment Management, Inc. 78 619 157,89 7 762 150,87
2025-08-13 13F Fisher Asset Management, LLC 1 123 639 7,33 111 465 7,64
2025-08-13 13F Renaissance Technologies Llc 23 700 2 351
2025-07-29 13F Activest Wealth Management 617 252,57 61 258,82
2025-07-31 13F FSM Wealth Advisors, LLC 2 824 15,93 277 15,42
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 936 342 18,09 92 885 18,42
2025-07-23 13F Wise Wealth Partners 40 640 1 603,98 4 032 1 615,32
2025-08-15 13F North Ridge Wealth Advisors, Inc. 288 29
2025-08-12 13F Gitterman Wealth Management, LLC 7 004 10,93 695 11,22
2025-07-16 13F Brave Asset Management Inc 379 283 37 648
2025-07-18 13F SOA Wealth Advisors, LLC. 3 401 1,73 337 2,12
2025-07-29 13F Sincerus Advisory, LLC 31 809 3,42 3 132 2,93
2025-08-12 13F Steward Partners Investment Advisory, Llc 1 237 908 8,19 122 800 8,49
2025-08-05 13F Arrowroot Family Office, LLC 123 028 45,09 12 204 48,54
2025-08-04 13F Buck Wealth Strategies, LLC 434 865 5,82 43 139 6,12
2025-08-19 13F MRP Capital Investments, LLC 7 404 5,11 734 5,46
2025-07-29 13F Gladwyn Financial Advisors, Inc. 10 773 1 069
2025-08-04 13F Clear Investment Research, Llc 3 678 0,27 365 0,55
2025-07-31 13F Nisa Investment Advisors, Llc 3 987 632 395 573
2025-07-24 13F PDS Planning, Inc 739 526 5,51 73 361 5,81
2025-07-07 13F Capital Asset Advisory Services LLC 1 596 618 0,81 157 730 0,75
2025-08-07 13F Sound View Wealth Advisors Group, LLC 43 418 6,31 4 307 6,61
2025-08-12 13F South Plains Financial, Inc. 12 160 20,29 1 206 20,72
2025-07-28 13F JGP Wealth Management, LLC 25 451 19,67 2 525 20,02
2025-08-14 13F Betterment LLC 23 067 850 5,45 2 288 5,73
2025-04-17 13F Vista Wealth Management Group, LLC 3 200 45,45 317 48,36
2025-07-23 13F Mullooly Asset Management, Inc. 123 071 2,47 12 208 2,32
2025-08-14 13F Glen Eagle Advisors, LLC 2 924 1,46 290 1,75
2025-07-11 13F Ullmann Financial Group, Inc. 50 027 14,53 4 963 14,83
2025-08-12 13F Bank OZK 2 276 2,66 226 2,74
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 3 440 357 276,20 341 283 277,26
2025-08-06 13F Adviser Investments LLC 6 634 648 34,95 658 157 35,33
2025-08-12 13F BlackRock, Inc. 49 746 914 11,95 4 934 894 12,27
2025-08-07 13F Parkside Financial Bank & Trust 4 143 524,89 411 530,77
2025-08-18 13F Tactive Advisors, LLC 19 370 6,82 1 922 8,23
2025-08-06 13F Souders Financial Advisors 195 848 0,99 19 428 1,28
2025-08-13 13F Ted Buchan & Co 200 738 4,13 19 913 4,43
2025-07-22 13F Wealthcare Advisory Partners LLC 399 185 6,09 39 599 6,39
2025-07-31 13F Cornerstone Management, Inc. 369 384 0,18 36 643 0,46
2025-07-09 13F Epiq Partners, Llc 81 917 5,04 8 126 5,34
2025-08-15 13F First Heartland Consultants, Inc. 2 034 202
2025-07-29 13F Conway Capital Management, Inc. 13 044 1 294
2025-07-23 NP IRSNX - Voya Target Retirement 2035 Fund Class I 206 494 2,58 20 257 1,39
2025-08-14 13F GWM Advisors LLC 828 890 5,43 82 226 5,73
2025-08-04 13F One Day In July LLC 116 440 1,20 11 551 1,48
2025-07-11 13F Harbour Capital Advisors, LLC 2 100 2,69 207 1,97
2025-07-15 13F DSG Capital Advisors, LLC 144 987 549,18 14 383 551,06
2025-08-13 13F Willis Johnson & Associates, Inc. 4 782 6,91 474 7,24
2025-05-15 13F CAPROCK Group, Inc. 7 070 699
2025-07-09 13F Beacon Financial Group 7 409 2,52 735 2,80
2025-08-12 13F BWM Planning, LLC 6 786 673
2025-07-15 13F Ballentine Partners, LLC 15 681 1,12 1 556 1,44
2025-08-04 13F IFG Advisory, LLC 32 348 2,21 3 209 2,49
2025-07-17 13F Venture Visionary Partners LLC 6 126 42,37 608 42,82
2025-08-15 13F Fidelity D & D Bancorp Inc 2 601 258
2025-07-28 13F Holistic Planning, LLC 10 460 2,42 1 038 2,67
2025-08-05 13F Sheridan Capital Management, LLC 181 491 0,21 18 004 0,49
2025-08-13 13F 1832 Asset Management L.P. 906 244 4,21 89 899 4,50
2025-07-28 13F Perfromance Wealth Partners, LLC 3 132 2,72 311 2,99
2025-08-05 13F Strategic Financial Concepts, LLC 63 572 49,01 6 306 49,43
2025-08-14 13F Jane Street Group, Llc 4 445 428 142,68 440 986 143,36
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 215 400 1,56 21 368 1,84
2025-08-13 13F Rinkey Investments 10 184 1,98 1 010 2,33
2025-07-16 13F Five Oceans Advisors 10 260 0,71 1 018 0,99
2025-08-13 13F EverSource Wealth Advisors, LLC 23 962 105,93 2 377 106,52
2025-07-30 13F Strategic Investment Management, Llc 345 050 0,19 34 229 0,47
2025-08-08 13F Fiera Capital Corp 9 815 1,08 974 1,35
2025-08-12 13F Northstar Financial Companies, Inc. 2 657 0,08 264 0,38
2025-08-15 13F United Services Automobile Association 5 022 980 70,05 498 280 70,86
2025-07-16 13F Independent Wealth Network Inc. 6 447 4,52 640 4,75
2025-08-05 13F RiverGlades Family Offices LLC 42 426 2,17 4 209 2,46
2025-08-07 13F Donaldson Capital Management, Llc 68 728 12,26 6 818 12,57
2025-08-08 13F Kingsview Wealth Management, LLC 1 594 509 25,01 158 175 25,37
2025-07-22 13F Beacon Financial Advisory LLC 7 235 45,51 718 46,03
2025-08-11 13F United Advisor Group, LLC 27 739 7,01 2 752 7,29
2025-07-28 13F Davidson Trust Co 26 968 22,10 2 675 22,48
2025-07-22 13F BridgePort Financial Solutions, LLC 10 235 88,21 1 015 89,01
2025-08-05 13F Westside Investment Management, Inc. 80 817 2,71 8 016 2,99
2025-07-07 13F Trust Co 641 130 0,49 63 600 0,77
2025-08-12 13F Proequities, Inc. 0 0
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 7 360 5,13 730 5,49
2025-08-07 13F Allworth Financial LP 447 869 6,59 44 429 7,63
2025-08-01 13F Zhang Financial LLC 219 467 51,17 21 771 51,61
2025-08-14 13F Bnp Paribas Arbitrage, Sa 998 365 3,62 99 038 3,91
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial 750 698 5,45 74 469 5,75
2025-07-15 13F Accurate Wealth Management, LLC 68 804 4,19 6 774 5,71
2025-08-11 13F Madison Asset Management, LLC 242 014 2,09 24 008 2,38
2025-07-09 13F Sandy Cove Advisors, LLC 150 060 0,79 14 886 1,07
2025-07-09 13F HFG Wealth Management, LLC 6 471 26,31 640 29,03
2025-07-28 13F Cutler Investment Counsel Llc 3 127 5,22 310 5,80
2025-07-15 13F Bnc Wealth Management, Llc 2 769 3,44 275 3,79
2025-08-14 13F Full Sail Capital, LLC 429 245 5,14 42 581 5,44
2025-07-22 13F VAUGHAN & Co SECURITIES, INC. 6 539 1,62 649 1,89
2025-08-05 13F Atlas Private Wealth Advisors 129 565 15,52 12 854 15,84
2025-08-11 13F NewEdge Wealth, LLC 246 991 5,59 24 484 5,82
2025-08-14 13F First Manhattan Co 59 125 5 865
2025-08-08 13F Citizens Financial Group Inc/ri 109 760 49,49 10 888 49,93
2025-07-24 13F Eastern Bank 3 046 79,07 302 79,76
2025-08-20 13F/A Coppell Advisory Solutions LLC 10 440 21,41 1 031 −78,47
2025-08-05 13F Crestwood Advisors Group LLC 1 054 561 3,38 104 611 3,67
2025-08-12 13F Ascent Wealth Partners, LLC 21 446 0,38 2 127 0,66
2025-07-07 13F Accelerate Investment Advisors LLC 115 334 6,38 11 441 6,69
2025-04-02 13F Marcum Wealth, LLC 236 340 3,19 23 379 5,33
2025-08-13 13F Transce3nd, LLC 484 84,73 48 92,00
2025-07-07 13F Discipline Wealth Solutions, LLC 18 389 63,37 1 824 63,88
2025-07-10 13F PMV Capital Advisers, LLC 18 2
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 733 275,90 73 278,95
2025-07-22 13F Innovative Wealth Building LLC 40 067 17,76 3 975 18,10
2025-08-08 13F Your Advocates Ltd., LLP 4 575 8,28 454 8,63
2025-08-13 13F Raab & Moskowitz Asset Management LLC 2 441 242
2025-07-17 13F BayBridge Capital Group, LLC 246 272 1,04 24 430 1,33
2025-07-15 13F Charter Capital Management, LLC\DE 34 873 3 459
2025-07-22 13F McNaughton Wealth Management, LLC 24 792 12,80 2 459 13,11
2025-07-28 13F Patten & Patten Inc/tn 6 580 0,24 653 0,46
2025-04-25 13F Smallwood Wealth Investment Management, LLC 1 038 103
2025-08-13 13F Meridian Wealth Partners, LLC 824 036 7,15 81 744 7,45
2025-08-15 13F Pine Ridge Advisers LLC 3 543 351
2025-08-12 13F Mcdonald Partners Llc 13 600 1 349
2025-07-18 13F Madrona Financial Services, LLC 30 210 3,86 2 997 4,14
2025-08-13 13F Gateway Wealth Partners, LLC 9 496 72,28 942 72,84
2025-08-12 13F Boreal Capital Management LLC 4 820 478
2025-07-24 13F Forefront Analytics, LLC 28 170 2 794
2025-08-08 13F Tiemann Investment Advisors, Llc 187 409 8,00 18 591 8,30
2025-07-09 13F Dynamic Advisor Solutions LLC 35 320 2,15 3 504 2,43
2025-08-04 13F Retirement Systems of Alabama 25 683 1,39 2 548 1,68
2025-08-14 13F Cibc World Markets Corp 67 606 0,67 6 707 0,96
2025-07-23 NP IRSLX - Voya Target Retirement 2025 Fund Class I 204 918 3,99 20 102 2,78
2025-03-27 NP TDFTX - Transamerica ClearTrack 2030 R1 87 077 47,32 8 481 45,80
2025-05-09 13F Delta Financial Group, Inc. 3 446 0,38 0
2025-07-23 13F Ti-trust, Inc 42 906 0,42 4 256 0,71
2025-07-29 13F Tide Cove Capital Partners LLC 145 324 2,18 14 288 1,56
2025-07-23 13F Bear Mountain Capital, Inc. 315 0,64 31 0,00
2025-08-14 13F IHT Wealth Management, LLC 120 254 1,42 11 929 1,71
2025-07-18 13F Bourgeon Capital Management Llc 15 854 5,22 1 573 5,50
2025-07-09 13F Act Wealth Management, Llc 83 527 1,09 8 286 1,37
2025-08-06 13F Rialto Wealth Management, LLC 21 978 2,62 2 180 2,93
2025-08-12 13F Prudential Financial Inc 5 347 030 10,56 522 325 10,56
2025-08-06 13F Wsfs Capital Management, Llc 57 735 7,04 5 727 7,35
2025-08-13 13F Nicolet Advisory Services, Llc 12 105 259,73 1 200 268,10
2025-07-10 13F Kmg Fiduciary Partners, Llc 90 890 10,00 9 016 10,31
2025-07-15 13F Kagan Cocozza Asset Management 47 035 2,33 4 666 2,62
2025-07-16 13F Freestate Advisors LLC 124 572 97,66 12 358 98,22
2025-08-12 13F Western Asset Management Company, LLC 208 047 20 638
2025-07-11 13F SILVER OAK SECURITIES, Inc 5 649 1,62 560 2,19
2025-08-14 13F Destination Wealth Management 1 459 869 0,96 144 819 1,24
2025-08-11 13F HighTower Advisors, LLC 2 131 014 5,81 211 397 6,11
2025-07-29 13F Aspiriant, Llc 285 460 125,88 28 318 126,52
2025-08-06 13F Hallmark Capital Management Inc 1 558 18,12 155 18,46
2025-07-24 13F Blair William & Co/il 122 455 0,96 12 148 1,24
2025-08-14 13F Bank Of America Corp /de/ 43 902 750 4,56 4 355 153 4,86
2025-08-15 13F Blue Edge Capital, LLC 41 810 4 148
2025-06-26 NP TCTQX - Transamerica ClearTrack 2040 R3 36 474 3 612
2025-08-04 13F Kovack Advisors, Inc. 57 741 24,51 5 728 24,85
2025-07-10 13F Community Trust & Investment Co 3 400 337
2025-08-15 13F Strategic Investment Advisors / MI 2 913 5,12 289 5,47
2025-07-10 13F P/E Global LLC 513 048 8,22 51 8,70
2025-07-09 13F Sandbox Financial Partners, LLC 2 832 281
2025-08-14 13F Talon Private Wealth, LLC 3 111 12,55 309 12,82
2025-08-04 13F Keybank National Association/oh 988 788 1,46 98 088 1,74
2025-08-18 13F Geneos Wealth Management Inc. 107 826 69,40 10 696 69,89
2025-07-22 13F Verus Wealth Management, Llc 8 253 134,19 819 135,06
2025-07-22 13F Apexium Financial, Lp 73 499 1,05 7 291 1,33
2025-08-04 13F Lockheed Martin Investment Management Co 2 065 000 458,22 204 848 459,82
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 396 297 37,45 38 877 35,85
2025-08-07 13F King Luther Capital Management Corp 8 520 7,88
2025-08-12 13F Insigneo Advisory Services, Llc 70 759 0,56 7 019 0,85
2025-06-26 NP TCTUX - Transamerica ClearTrack 2050 R3 4 033 399
2025-08-04 13F Atria Investments Llc 183 506 105,78 18 204 106,36
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6 670 0,89 662 1,38
2025-08-05 13F Blue Barn Wealth, LLC 114 887 3,28 11 397 3,57
2025-08-05 13F Fourth Dimension Wealth, LLC 2 338 416,11 232 425,00
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 2 319 230
2025-07-22 13F Fortitude Advisory Group L.L.C. 6 295 1,50 624 2,63
2025-08-29 13F Centaurus Financial, Inc. 3 026 12,66 0
2025-08-08 13F Petix & Botte Co 3 722 0,11 369 0,54
2025-08-13 13F D L Carlson Investment Group Inc 55 059 44,62 5 462 45,05
2025-07-25 13F Cypress Capital Group 23 779 9,46 2 359 9,78
2025-08-12 13F Laurel Wealth Advisors LLC 8 135 9 820,73 0 −100,00
2025-08-13 13F Mackenzie Financial Corp 4 778 600 1,18 474 037 1,47
2025-08-13 13F Edgestream Partners, L.P. 9 784 971
2025-07-22 13F Merit Financial Group, LLC 86 478 27,48 8 579 27,84
2025-07-21 13F Old Second National Bank Of Aurora 117 12
2025-07-09 13F Christopher J. Hasenberg, Inc 96 628 1 343,29 9 585 1 347,89
2025-07-23 13F HTG Investment Advisors, Inc. 113 727 3,51 11 282 3,80
2025-07-07 13F Horizons Wealth Management 13 130 2,23 1 302 2,52
2025-08-04 13F Rede Wealth, LLC 14 378 8,05 1 426 8,36
2025-08-04 13F Hantz Financial Services, Inc. 689 535 37,24 68 38,78
2025-08-14 13F Ieq Capital, Llc 47 381 9,90 4 700 10,23
2025-08-14 13F Fmr Llc 11 381 590 44,76 1 129 054 45,17
2025-08-07 13F Fidelis Capital Partners, LLC 9 134 24,07 906 24,97
2025-08-13 13F Wealthedge Investment Advisors, Llc 6 076 13,61 603 13,80
2025-07-15 13F IMS Capital Management 6 526 11,06 647 11,36
2025-08-08 13F Cetera Investment Advisers 5 269 552 0,91 522 739 1,20
2025-07-15 13F Oak Wealth Advisors LLC 6 013 3,69 596 4,01
2025-08-11 13F Independent Advisor Alliance 61 158 6,79 6 067 7,08
2025-08-08 13F Avantax Advisory Services, Inc. 9 265 056 0,34 919 094 0,63
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 380 770 22,10 37 772 22,45
2025-08-08 13F Bouchey Financial Group Ltd 667 768 22,50 66 243 22,84
2025-08-13 13F Tobias Financial Advisors, Inc. 57 961 0,06 5 750 0,33
2025-07-24 13F Robertson Stephens Wealth Management, LLC 385 184 1,99 38 210 2,28
2025-08-13 13F MONECO Advisors, LLC 2 324 1,31 231 1,77
2025-07-07 13F Modus Advisors, LLC 45 731 3,36 4 536 3,66
2025-07-29 13F Werba Rubin Papier Wealth Management 13 423 3,72 1 332 3,98
2025-07-24 13F Drucker Wealth 3.0, LLC 4 813 2,97 474 2,60
2025-08-11 13F Sierra Capital LLC 18 094 18,70 2 0,00
2025-08-13 13F American Investment Services, Inc. 14 886 2,84 1 477 3,14
2025-07-25 13F Concurrent Investment Advisors, LLC 280 968 20,00 27 872 20,34
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 9 257 64,80 918 65,41
2025-03-27 NP TCRTX - Transamerica ClearTrack 2040 R1 32 329 42,38 3 149 40,91
2025-07-07 13F Life Line Wealth Management Llc 4 161 1,00 413 1,23
2025-08-14 13F Engineers Gate Manager LP 17 183 1 705
2025-07-15 13F BCS Wealth Management 88 260 20,92 9 14,29
2025-03-27 NP TCITX - Transamerica ClearTrack Retirement Income R1 200 319 229,94 19 511 226,54
2025-07-09 13F Summit Financial Consulting LLC 11 365 3,00 1 127 3,30
2025-07-18 13F Swp Financial Llc 2 990 5,24 297 5,34
2025-08-06 13F Richard Bernstein Advisors LLC 9 353 91,82 928 92,32
2025-07-10 13F NorthCrest Asset Manangement, LLC 186 441 0,88 18 359 0,42
2025-07-08 13F Cultivar Capital, Inc. 231 361 1,45 22 951 1,73
2025-08-14 13F Hirtle Callaghan & Co LLC 6 777 53,29
2025-07-31 13F Brighton Jones Llc 8 463 57,66 840 58,00
2025-03-27 NP TCSOX - Transamerica ClearTrack 2060 Class R1 420 18,64 41 17,65
2025-07-15 13F Mather Group, Llc. 455 368 9,71 45 172 10,02
2025-08-12 13F SRS Capital Advisors, Inc. 382 859 4,45 38 432 5,99
2025-07-25 13F Almanack Investment Partners, LLC. 2 434 241
2025-08-14 13F Rivernorth Capital Management, Llc 4 742 470
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 46 076 1,97 4 571 2,24
2025-05-15 13F/A Orion Portfolio Solutions, LLC 735 175 4,08 72 723 6,25
2025-08-13 13F Westerkirk Capital Inc. 619 500 61 454
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. 1 202 110 6,15 119 249 6,45
2025-08-05 13F Connable Office Inc 401 098 42,66 39 789 43,07
2025-08-11 13F Alteri Wealth LLC 7 395 81,07 734 81,89
2025-08-06 13F Thompson Siegel & Walmsley Llc 21 524 3,88 2 0,00
2025-08-07 13F Fonville Wealth Management LLC 14 663 11,29 1 455 11,59
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 47 258 7,88 4 688 8,17
2025-08-11 13F Private Advisor Group, LLC 430 836 7,39 42 739 7,70
2025-07-29 NP DYTA - SGI Dynamic Tactical ETF 134 728 21,08 13 217 19,68
2025-08-01 13F Envestnet Asset Management Inc 54 218 326 11,81 5 378 443 12,13
2025-08-11 13F Alps Advisors Inc 45 215 4 485
2025-07-10 13F Oldfather Financial Services, LLC 103 794 1,09 10 296 1,38
2025-08-14 13F MidWestOne Financial Group, Inc. 132 160 0,23 13 110 0,52
2025-07-21 13F Greenwood Capital Associates Llc 129 661 1,86 12 862 2,14
2025-07-23 13F Peak Financial Management, Inc. 112 719 1,71 11 182 1,99
2025-08-14 13F Susquehanna International Group, Llp Put 29 600 438,18 2 936 439,71
2025-08-12 13F Putnam Fl Investment Management Co 7 368 14,73 731 14,96
2025-07-24 13F MSH Capital Advisors LLC 6 483 23,77 643 24,13
2025-08-14 13F Financial Strategies Group, Inc. 35 905 1,65 3 521 1,91
2025-07-31 13F Leavell Investment Management, Inc. 23 872 3,19 2 368 3,50
2025-08-11 13F Core Wealth Partners LLC 19 945 1 979
2025-07-22 13F PUREfi Wealth, LLC 8 946 72,44 887 72,90
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 136 639 908,78 13 555 912,25
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 357 540 69,05 35 468 69,53
2025-08-08 13F Tortoise Investment Management, LLC 29 31,82 3 0,00
2025-08-19 13F Cape Investment Advisory, Inc. 1 928 1,69 191 2,14
2025-07-14 13F Chapin Davis, Inc. 4 848 0,14 481 0,42
2025-06-27 NP TUIFX - Toews Unconstrained Income Fund 43 800 192,00 4 337 196,85
2025-07-10 13F Professional Financial Advisors, LLC 675 358 0,97 66 996 1,25
2025-07-22 13F Berger Financial Group, Inc 214 314 0,12 21 260 0,41
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 114 571 4,46 11 365 4,76
2025-07-18 13F Naples Global Advisors, Llc 62 703 2,84 6 220 3,13
2025-08-14 13F Sequent Planning LLC 13 964 37,21 1 385 37,67
2025-07-31 13F United Community Bank 17 547 1,38 1 741 1,64
2025-08-13 13F RW Investment Management LLC 4 522 449
2025-07-09 13F Defined Wealth Management, Llc 3 854 4,96 382 5,23
2025-08-07 13F Commerce Bank 131 580 2,89 13 053 3,18
2025-07-24 13F Copperwynd Financial, LLC 79 180 100,50 7 855 101,08
2025-07-29 13F International Assets Investment Management, Llc 24 000 4,77 2 381 5,08
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 797 043 7,98 178 287 8,28
2025-08-14 13F Modern Wealth Management, LLC 133 594 8,32 13 252 8,62
2025-07-22 13F Valeo Financial Advisors, LLC 54 633 0,20 5 420 0,48
2025-08-14 13F Millennium Management Llc 37 101 27,70 3 680 28,09
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 57 819 7,96 5 736 8,27
2025-07-18 13F Consolidated Portfolio Review Corp 19 499 70,73 1 934 71,30
2025-08-04 13F Partners in Financial Planning 5 671 0,27 563 0,54
2025-07-30 13F Whittier Trust Co Of Nevada Inc 5 877 0,56 583 0,69
2025-07-16 13F Essex Financial Services, Inc. 2 904 288
2025-08-19 13F National Asset Management, Inc. 84 556 123,70 8 388 129,03
2025-08-14 13F LM Advisors LLC 3 273 0
2025-08-14 13F Wells Fargo & Company/mn 55 722 992 3,36 5 527 721 3,65
2025-08-07 13F Traynor Capital Management, Inc. 5 104 32,92 504 32,98
2025-08-06 13F Nvwm, Llc 18 139 15,51 1 799 15,84
2025-08-11 13F Pineridge Advisors LLC 49 2,08 5 0,00
2025-08-11 13F One Capital Management, LLC 45 874 46,60 4 551 47,01
2025-07-23 13F Intergy Private Wealth, LLC 35 895 2,00 3 561 2,30
2025-07-14 13F Farmers & Merchants Investments Inc 72 091 1,08 7 151 1,36
2025-07-24 13F Leo Wealth, LLC 5 034 499
2025-07-15 13F Financial Partners Group, Inc 164 957 16 364
2025-07-23 13F Somnio Financial Group, LLC 123 241 9,09 12 225 11,67
2025-08-11 13F Insight 2811, Inc. 180 113 8,36 17 867 8,67
2025-08-11 13F Midwest Professional Planners, LTD. 56 091 2,62 5 564 2,92
2025-08-04 13F Continental Investors Services, Inc. 34 569 7,72 3 447 8,67
2025-08-14 13F Mercer Global Advisors Inc /adv 28 284 420 8,12 2 805 815 8,43
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial 7 131 823 13,34 707 477 13,66
2025-07-15 13F Garrett Investment Advisors LLC 29 463 0,83 2 923 1,11
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1 239 231 5,43 123 5,17
2025-07-24 13F rebel Financial LLC 131 214 13 016
2025-07-25 13F Summa Corp. 7 050 2,17 699 2,49
2025-08-14 13F Financial Engines Advisors L.L.C. 370 441 121,51 36 748 122,15
2025-07-24 13F Lee Financial Co 12 835 10,00 1 273 10,31
2025-08-12 13F EFG Asset Management (Americas) Corp. 33 064 3 280
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 15 342 2,75 1 522 3,05
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 18 959 615 12,41 1 880 794 12,73
2025-07-18 13F TruNorth Capital Management, LLC 10 260 5,94 1 018 6,16
2025-07-31 13F Jackson Hole Capital Partners, LLC 73 751 0,76 7 316 1,05
2025-08-14 13F RMB Capital Management, LLC 13 736 6,17 1 363 6,49
2025-07-25 13F Joel Adams & Associates, Inc. 169 319 3,91 16 796 4,20
2025-08-15 13F Tower Research Capital LLC (TRC) 165 630 1 637,44 16 430 1 642,31
2025-07-08 13F Northstar Advisory Group, LLC 29 296 4,34 2 906 4,65
2025-08-27 NP ACEFX - Absolute Strategies Fund Institutional Shares 0 −100,00 0 −100,00
2025-05-14 13F Heritage Wealth Partners, LLC 2 131 211
2025-08-13 13F Victory Capital Management Inc 904 310 102,05 89 708 102,63
2025-07-15 13F North Star Investment Management Corp. 3 641 0,52 361 0,84
2025-08-11 13F Mosaic Advisors LLC 2 442 0,99 242 1,26
2025-07-24 13F M1 Capital Management LLC 4 732 16,75 469 17,25
2025-07-30 13F Roman Butler Fullerton & Co 2 545 251
2025-07-10 13F Clare Market Investments LLC 4 914 0,08 487 0,41
2025-07-31 13F Alamar Capital Management, LLC 62 242 10,37 6 174 10,68
2025-08-14 13F Horizon Investments, LLC 256 849 2,80 25 312 3,10
2025-08-13 13F Nicolet Bankshares Inc 8 325 826
2025-07-21 13F New Century Financial Group, LLC 17 271 240,92 1 713 241,92
2025-08-01 13F Ashton Thomas Private Wealth, LLC 99 057 84,65 9 826 85,19
2025-07-11 13F/A Umb Bank N A/mo 11 696 0,29 1 160 0,61
2025-08-14 13F Common Fund For Nonprofit Organizations 296 732 43,17 29 436 43,57
2025-08-11 13F Wealthgarden F.s. Llc 2 666 1,21 263 0,77
2025-07-29 13F Wingate Wealth Advisors, Inc. 29 843 461,17 2 960 462,74
2025-06-26 NP TCTKX - Transamerica ClearTrack 2025 R3 95 786 9 485
2025-08-13 13F Global Endowment Management, LP 136 465 57,62 13 537 58,07
2025-07-23 13F Cannon Wealth Management Services, LLC 41 984 3,06 4 165 4,13
2025-07-28 13F Toews Corp /adv 65 824 5,80 6 530 6,09
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 1 624 1,75 161 2,55
2025-08-14 13F Rock Point Advisors, LLC 8 145 13,92 808 14,14
2025-07-23 13F Optas, LLC 43 303 1,01 4 296 1,30
2025-07-25 13F Total Clarity Wealth Management, Inc. 2 433 11,86 241 14,76
2025-07-15 13F Td Private Client Wealth Llc 414 305 3,32 41 099 3,62
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 6 175 13,01 613 0,33
2025-07-30 13F Granite Harbor Advisors, Inc. 119 305 0,01 11 835 0,30
2025-07-10 13F Stonekeep Investments, LLC 37 633 1,26 3 733 1,55
2025-08-14 13F Main Street Financial Solutions, LLC 219 635 2,38 21 788 2,67
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 14 782 11,38 1 466 11,82
2025-07-22 13F Miracle Mile Advisors, LLC 358 901 14,31 35 603 14,63
2025-07-21 13F Synergy Financial Management, LLC 51 559 24,39 5 115 24,73
2025-07-30 13F Arbor Investment Advisors, LLC 399 132 1,03 39 594 1,32
2025-08-05 13F Huntington National Bank 10 391 1,47
2025-08-14 13F Financial Advisory Service, Inc. 5 390 1,56 535 1,91
2025-07-15 13F EWG Elevate Inc. 8 718 3,74 865 3,97
2025-08-14 13F Advisor OS, LLC 45 793 36,16 4 543 36,56
2025-07-29 NP SGPGX - SGI Prudent Growth Fund Class I Shares 54 600 17,85 5 356 16,49
2025-08-13 13F Cerity Partners LLC 6 704 353 7,33 665 072 7,64
2025-08-04 13F Cottage Street Advisors LLC 4 292 1,13 426 1,43
2025-07-23 13F Prime Capital Investment Advisors, LLC 3 199 109 52,43 317 352 52,86
2025-07-24 13F Us Bancorp \de\ 43 988 044 29,13 4 363 640 29,50
2025-07-30 13F Eqis Capital Management, Inc. 192 852 0,10 19 131 0,38
2025-07-23 13F Country Club Bank /gfn 5 415 2,85 535 3,08
2025-07-28 13F Aries Wealth Management 21 485 4,45 2 131 4,77
2025-07-31 13F MN Wealth Advisors, LLC 67 928 90,13 6 738 90,66
2025-08-08 13F Austin Wealth Management, LLC 24 394 2 406
2025-07-22 13F Mascoma Wealth Management LLC 489 256 3,02 48 534 3,31
2025-07-10 13F Exchange Traded Concepts, Llc 1 310 076 129 960
2025-07-21 13F Ascent Group, LLC 411 008 9,32 40 772 9,63
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 1 650 000 79,35 163 680 79,86
2025-08-12 13F Intrepid Capital Management Inc 28 575 543,29 2 835 545,56
2025-08-14 13F TT Capital Management LLC 17 351 1 699
2025-08-07 13F Fountainhead AM, LLC 8 716 18,78 865 19,17
2025-08-11 13F Angeles Investment Advisors, LLC 259 26
2025-08-04 13F Noesis Capital Mangement Corp 2 784 276
2025-07-10 13F Strathmore Capital Advisors, Inc. 6 565 647
2025-07-09 13F Goelzer Investment Management, Inc. 3 378 3,97 335 4,36
2025-08-12 13F Atlas Capital Advisors Llc 836 67,20 83 67,35
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 181 763 10,04 18 031 10,35
2025-07-17 13F Melfa Wealth Management, Llc 6 373 4,17 632 4,46
2025-08-14 13F LifePlan Investment Advisors, Inc. 111 656 1,14 11 076 1,43
2025-07-22 13F Glassy Mountain Advisors, Inc. 84 161 2,82 8 349 3,10
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 4 731 57,28 469 57,91
2025-08-01 13F Yukon Wealth Management, Inc. 11 277 9,93 1 119 10,26
2025-07-25 13F Sharp Financial Services, LLC 115 935 16,30 11 501 16,62
2025-07-30 13F MEMBERS Trust Co 5 452 801 2,45 540 918 2,74
2025-07-09 13F First Bank & Trust 294 184 6,29 29 183 6,59
2025-07-29 13F Riverbend Wealth Management, LLC 3 197 317
2025-08-07 13F Weil Company, Inc. 9 175 60,46 910 61,06
2025-08-07 13F Resources Investment Advisors, LLC. 85 926 26,26 8 524 26,62
2025-07-28 13F Founders Grove Wealth Partners, Llc 21 098 2 093
2025-08-14 13F Boston Private Wealth Llc 616 915 61 198
2025-08-12 13F O'shaughnessy Asset Management, Llc 2 001 439 13,96 198 543 14,28
2025-08-04 13F BLB&B Advisors, LLC 667 470 4,65 66 213 4,94
2025-08-13 13F ARGI Investment Services, LLC 100 671 48,12 9 987 48,53
2025-08-12 13F Franklin Resources Inc 694 167 0,60 68 861 0,88
2025-08-19 13F Anchor Investment Management, LLC 2 750 221,26 273 223,81
2025-07-29 13F Empirical Asset Management, LLC 17 217 1,94 1 708 2,22
2025-08-12 13F Archer Investment Corp 938 0,11 93 1,09
2025-08-08 13F Brickley Wealth Management 3 511 8,60 348 9,09
2025-08-14 13F Paloma Partners Management Co 91 629 9 090
2025-07-23 13F Woodside Wealth Management LLC 6 137 2,08 609 2,36
2025-08-13 13F Congress Wealth Management LLC / DE / 172 567 83,41 17 119 83,97
2025-08-18 13F/A Westwood Holdings Group Inc 131 825 8,05 13 077 8,36
2025-07-09 13F Pallas Capital Advisors LLC 7 244 0,14 719 0,42
2025-07-31 13F CVA Family Office, LLC 105 264 13,02 10 442 13,34
2025-08-04 13F AlphaStar Capital Management, LLC 12 271 1 217
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3 987 632 0,99 395 573 1,28
2025-07-08 13F Braun-Bostich & Associates Inc. 2 657 3,63 264 3,95
2025-07-10 13F Redhawk Wealth Advisors, Inc. 2 215 0,32 220 0,46
2025-08-14 13F Newport Capital Group, LLC 45 125 4,73 4 476 5,02
2025-08-01 13F Redwood Park Advisors LLC 65 824 4,80 6 530 5,09
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 17 283 8,99 1 714 9,31
2025-08-25 NP MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I 138 163 12,45 13 706 12,76
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 959 866 25,28 95 219 25,87
2025-08-13 13F Kilter Group LLC 2 0
2025-07-10 13F Orgel Wealth Management, LLC 8 017 34,49 795 34,97
2025-08-07 13F Zions Bancorporation, National Association /ut/ 560 320 14,13 55 584 14,46
2025-08-14 13F Sunbelt Securities, Inc. 7 279 38,04 705 35,32
2025-08-13 13F WCG Wealth Advisors LLC 57 958 5 749
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 9 463 9,93 939 10,22
2025-08-14 13F Potentia Wealth 2 175 216
2025-08-12 13F Pettyjohn, Wood & White, Inc 27 172 5,80 2 695 6,10
2025-07-29 13F Stephens Inc /ar/ 176 258 100,61 17 485 101,17
2025-08-08 13F Compass Financial Services Inc 655 2 239,29 65 3 150,00
2025-06-26 NP TCTTX - Transamerica ClearTrack 2045 R3 11 936 1 182
2025-07-24 13F IFP Advisors, Inc 110 854 50,34 10 997 50,77
2025-07-25 13F Hemington Wealth Management 4 719 18,51 0
2025-07-15 13F Maseco Llp 4 768 473
2025-08-11 13F PAX Financial Group, LLC 5 796 0,64 575 0,88
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 655 7,55 65 8,33
2025-05-02 13F MB Generational Wealth, LLC 3 417 338
2025-07-21 13F Financial Services Advisory Inc 10 039 21,20 996 21,49
2025-07-10 13F Legacy Financial Strategies, LLC 399 164 0,51 39 597 0,80
2025-07-29 13F Balboa Wealth Partners 17 882 33,14 1 774 33,51
2025-07-01 13F Private Client Services, Llc 38 052 68,29 3 775 68,78
2025-08-15 13F Brooks, Moore & Associates, Inc. 12 600 1,61 1 243 1,31
2025-08-12 13F PSI Advisors, LLC 3 227 375,26 320 377,61
2025-07-15 13F Fort Henry Capital, LLC 277 071 0,61 27 485 0,90
2025-07-16 13F Novem Group 2 367 9,79 235 9,86
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 2 599 863 5,14 64 −17,11
2025-08-15 13F Equitable Holdings, Inc. 403 906 1,81 40 067 2,09
2025-08-06 13F Genus Capital Management Inc. 175 340 0,61 17 394 0,90
2025-08-14 13F Stonehaven Wealth & Tax Solutions, Llc 77 459 4,04 7 684 4,33
2025-08-14 13F Glenview Trust Co 50 728 5,41 5 032 5,71
2025-08-28 13F/A Lavaca Capital Llc Call 1 200 119
2025-07-18 13F Dogwood Wealth Management LLC 191 19
2025-08-07 13F Wealth Forward, LLC 2 346 233
2025-08-14 13F Mariner, LLC 9 817 500 6,27 973 829 6,57
2025-07-28 13F RFG Advisory, LLC 80 637 271,72 7 999 272,91
2025-07-14 13F Narus Financial Partners, LLC 19 278 0,93 1 912 1,22
2025-07-31 13F Prentice Wealth Management LLC 497 468 31,72 49 349 32,09
2025-07-15 13F LVZ Advisors, Inc. 332 569 0,73 32 991 1,01
2025-08-07 13F Summit X, LLC 4 018 0,35 399 0,51
2025-08-11 13F Principal Securities, Inc. 1 207 095 14,70 119 744 17,42
2025-07-18 13F Childress Capital Advisors, Llc 8 430 1,20 836 1,46
2025-08-04 13F Simon Quick Advisors, Llc 12 228 3,14 1 213 3,50
2025-08-07 13F Alpha Financial Advisors, LLC 13 734 12,26 1 362 12,56
2025-08-12 13F Blueprint Financial Advisors LLC 49 113 4 872
2025-07-15 13F Attessa Capital LLC 6 453 62,18 640 62,85
2025-08-12 13F Summit Global Investments 596 703 3,20 59 3,51
2025-07-17 13F LifeGoal Wealth Advisors 12 794 10,53 1 269 10,83
2025-07-30 13F Bleakley Financial Group, LLC 18 312 1 817
2025-08-01 13F Motco 688 377,78 68 378,57
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 2 715 848 42,01 269 412 42,41
2025-08-08 13F Smithfield Trust Co 323 173 4,22 32 6,67
2025-07-09 13F Lineweaver Wealth Advisors, LLC 278 026 7,52 27 580 7,82
2025-09-03 13F American Trust 6 878 682
2025-08-14 13F Goldman Sachs Group Inc Put 100 000 9 920
2025-07-21 13F Warner Financial, Inc 6 775 0,04 1
2025-07-30 13F Berkeley Capital Partners, LLC 6 177 0,82 613 0,99
2025-07-08 13F Dover Advisors, Llc 5 166 512
2025-07-30 13F Fairway Wealth LLC 25 849 0,76 2 564 1,06
2025-07-15 13F Peddock Capital Advisors, Llc 136 268 1,72 13 518 2,01
2025-07-15 13F Kelly Financial Group Llc 185 781 5,86 18 429 6,16
2025-07-17 13F Fifth Third Securities, Inc. 106 915 2,01 10 606 2,31
2025-07-10 13F Sunflower Bank, N.A. 553 090 6,14 54 867 6,44
2025-08-12 13F Atlantic Family Wealth, Llc 6 982 25,69 693 26,05
2025-07-18 13F Northeast Financial Group, Inc. 65 959 18,36 6 543 18,70
2025-07-08 13F Juncture Wealth Strategies, Llc 80 677 2,41 8 003 2,69
2025-08-11 13F Retirement Capital Strategies 175 616 74,56 17 421 75,07
2025-07-22 13F Vested Financial Planning, LLC 6 417 2,12 637 2,42
2025-07-09 13F Intelligence Driven Advisers, LLC 17 871 6,41 1 773 6,68
2025-08-13 13F Daner Wealth Management, LLC 2 350 233
2025-08-13 13F StoneX Group Inc. 51 281 6,02 5 087 6,33
2025-05-21 13F CBM Financial, LLC 60 957 5 949
2025-08-05 13F Financial Sense Advisors, Inc. 3 771 1,89 374 2,19
2025-07-21 13F Pflug Koory, LLC 852 0,95 84 1,20
2025-07-23 13F Columbus Macro, LLC 90 745 27,09 9 002 27,44
2025-08-07 13F CENTRAL TRUST Co 14 039 457,77 1 393 461,29
2025-08-11 13F Traub Capital Management LLC 2 755 273
2025-08-06 13F Aspect Partners, LLC 43 231 8,55 4 289 8,86
2025-07-28 13F Sagespring Wealth Partners, Llc 24 538 059 0,00 105 127 0,32
2025-07-22 13F Net Worth Advisory Group 22 209 26,17 2 203 26,54
2025-08-07 13F Prairieview Wealth Partners, Llc 134 971 3,63 13 389 3,92
2025-07-31 13F Carnegie Capital Asset Management, LLC 7 042 13,23 699 14,43
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 2 448 31,40 0
2025-08-25 13F Silverlake Wealth Management Llc 3 225 320
2025-08-01 13F Transcend Wealth Collective, Llc 7 141 4,37 708 4,73
2025-08-12 13F Jpmorgan Chase & Co 10 997 880 12,13 1 090 990 12,45
2025-08-05 13F Optivise Advisory Services LLC 27 757 74,25 2 753 74,79
2025-07-28 13F Cornerstone Wealth Group, LLC 555 983 13,81 55 153 14,13
2025-08-11 13F Brass Tax Wealth Management, Inc 56 104 12,69 5 566 12,99
2025-07-24 13F McKinley Carter Wealth Services, Inc. 643 508 2,53 63 836 2,82
2025-07-18 13F Precision Wealth Strategies, LLC 2 420 240
2025-07-23 13F Indiana Trust & Investment Management CO 1 822 80,57 181 81,82
2025-07-17 13F SC&H Financial Advisors, Inc. 22 357 6,33 2 218 6,64
2025-07-23 13F Dohj, Llc 73 506 31,27 7 182 29,67
2025-07-18 13F Truist Financial Corp 6 935 731 3,58 688 025 3,87
2025-07-10 13F American Financial Advisors, LLC 3 212 0,69 319 0,95
2025-08-14 13F Integrated Investment Consultants, LLC 19 601 2,39 1 944 2,69
2025-08-14 13F Voya Investment Management Llc 799 931 3,81 79 353 4,10
2025-08-06 13F Atlas Legacy Advisors, LLC 4 693 1,71 466 1,97
2025-07-15 13F LeConte Wealth Management, LLC 59 747 71,76 5 927 72,27
2025-07-15 13F James J. Burns & Company, LLC 161 365 5,44 16 007 5,74
2025-07-25 13F Concord Wealth Partners 1 079 70,19 107 72,58
2025-06-26 NP TCTZX - Transamerica ClearTrack Retirement Income R3 185 443 18 363
2025-08-04 13F Premier Path Wealth Partners, LLC 10 319 71,78 1 024 72,22
2025-08-27 13F/A Brinker Capital Investments, LLC 930 317 26,54 92 287 26,90
2025-07-31 13F Hoge Financial Services, Llc 8 328 826
2025-08-04 13F Ledyard National Bank 8 879 14,26 881 14,58
2025-08-14 13F Kovitz Investment Group Partners, LLC 417 263 272,16 41 393 273,24
2025-07-10 13F Aua Capital Management, Llc 24 959 0,02 2 476 0,28
2025-08-14 13F Waterway Wealth Management, LLC 2 265 225
2025-08-05 13F Plante Moran Financial Advisors, LLC 315 104,55 31 106,67
2025-08-04 13F Center for Financial Planning, Inc. 964 448 1,09 95 673 1,37
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 2 233 9,30 0
2025-07-16 13F GoalFusion Wealth Management, LLC 483 280 1,97 47 941 2,26
2025-08-04 13F Pensionmark Financial Group, Llc 282 254 6,11 28 000 6,41
2025-08-11 13F Rothschild Investment Llc 2 339 2,99 232 3,57
2025-08-14 13F Cardiff Park Advisors, Llc 1 656 0,85 164 1,23
2025-08-06 13F/A Flagship Private Wealth, LLC 38 682 19,34 3 837 19,68
2025-08-12 13F Richard W. Paul & Associates, LLC 123 041 2,30 12 206 2,58
2025-04-18 13F Wolf Group Capital Advisors 36 695 177,19 3 630 180,02
2025-07-08 13F Ehrlich Financial Group 2 288 3,02 227 3,20
2025-07-29 13F Planned Solutions, Inc. 6 293 0,74 624 1,13
2025-08-14 13F Coastal Bridge Advisors, LLC 3 655 8,72 363 9,04
2025-07-03 13F Fiduciary Financial Group, Llc 8 264 7,46 816 9,24
2025-07-23 13F Vontobel Holding Ltd. 4 805 6,90 477 7,21
2025-08-13 13F Legacy Capital Wealth Partners, LLC 3 730 0,57 370 1,09
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 56 280 1,03 5 583 1,32
2025-08-12 13F/A Boston Partners 43 164 2,07
2025-08-11 13F CFS Investment Advisory Services, LLC 95 559 7,98 9 12,50
2025-07-11 13F LongView Wealth Management 15 497 22,07 1 537 22,47
2025-08-08 13F Croban 28 170 9,62 2 794 9,96
2025-07-31 13F Oppenheimer & Co Inc 104 367 10,38 10 353 10,69
2025-07-31 13F Richards, Merrill & Peterson, Inc. 1 842 4,24 183 4,60
2025-07-07 13F Nova Wealth Management, Inc. 13 1
2025-07-21 13F Atwater Malick LLC 20 597 1,05 2 043 1,34
2025-07-29 13F Arista Wealth Management, LLC 38 680 3,55 3 837 3,84
2025-03-27 NP TCTOX - Transamerica ClearTrack 2055 Class R1 726 57,14 71 55,56
2025-07-15 13F Palumbo Wealth Management LLC 2 180 216
2025-07-31 13F Moloney Securities Asset Management, LLC 5 457 29,37 541 29,74
2025-08-12 13F Coldstream Capital Management Inc 884 376 262,48 87 730 263,51
2025-08-05 13F Bank of New York Mellon Corp 5 317 301 6,54 527 476 6,84
2025-08-13 13F Jones Financial Companies Lllp 145 385 703 4,88 14 364 591 4,95
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 3 019 125,97 299 126,52
2025-08-07 13F Alpha Cubed Investments, LLC 14 517 93,10 1 440 93,81
2025-07-08 13F Granite Bay Wealth Management, LLC 29 102 6,82 3 0,00
2025-07-17 13F Vermillion Wealth Management, Inc. 232 0,87 23 4,55
2025-08-12 13F AlphaCore Capital LLC 3 432 741,18 340 750,00
2025-08-14 13F Wick Capital Partners, LLC 11 983 488,56 202 0,50
2025-08-11 13F Strategic Wealth Partners, Ltd. 12 337 46,02 1 224 48,78
2025-08-13 13F Schroder Investment Management Group 163 852 3,10 16 189 3,17
2025-07-30 13F Patten Group, Inc. 23 508 5,97 2 332 6,24
2025-08-11 13F Farrow Financial Inc. 4 165 7,76 413 8,12
2025-08-04 13F Linscomb & Williams, Inc. 64 063 0,10 6 355 0,39
2025-08-08 13F eCIO, Inc. 381 936 3,41 37 888 3,70
2025-07-22 13F Steele Capital Management, Inc. 810 494 0,85 80 401 1,13
2025-07-30 13F Whittier Trust Co 92 050 39,70 9 131 40,11
2025-08-07 13F Addison Advisors LLC 110 957 3,74 11 007 4,03
2025-07-30 13F Lionsbridge Wealth Management LLC 66 944 3,39 6 641 3,69
2025-08-14 13F Citadel Advisors Llc Call 17 200 218,52 1 706 219,48
2025-08-13 13F Continuum Advisory, LLC 5 191 21,88 515 22,09
2025-07-15 13F Fortitude Family Office, LLC 130 13
2025-07-29 13F Orin Green Financial, LLC 8 675 7,19 861 9,28
2025-03-27 NP TRNTX - Transamerica ClearTrack 2050 R1 4 354 28,29 424 26,95
2025-07-16 13F Register Financial Advisors LLC 17 201 9,47 1 706 9,78
2025-07-21 13F Sovereign Investment Advisors, LLC 67 620 4,80 6 708 6,14
2025-07-31 13F Cadinha & Co Llc 2 631 0,04 261 0,00
2025-07-10 13F Affiance Financial, LLC 734 676 12,59 72 880 12,91
2025-08-08 13F Passaic Partners LLC 408 903 38,61 40 563 39,00
2025-08-14 13F Fort Point Capital Partners LLC 390 114 3,17 38 699 3,47
2025-07-17 13F Lazari Capital Management, Inc. 19 401 2,26 1 925 2,56
2025-07-23 NP IRSMX - Voya Target Retirement 2030 Fund Class I 206 255 2,85 20 234 1,65
2025-07-11 13F Grove Bank & Trust 56 217 2,40 5 577 2,69
2025-07-18 13F Vicus Capital 423 355 1,34 41 997 1,62
2025-08-14 13F Premier Financial Group 7 1
2025-08-05 13F Pointe Capital Management LLC 9 827 4,82 975 5,07
2025-07-18 13F SigFig Wealth Management, LLC 3 155 331 2,02 311 747 2,22
2025-07-24 13F Boomfish Wealth Group, LLC 70 860 6,61 7 029 6,92
2025-08-13 13F Ally Invest Advisors Inc. 163 385 5,48 16 208 5,78
2025-07-14 13F Lewis Asset Management, LLC 3 513 348
2025-08-15 13F Keel Point, LLC 420 922 1,46 41 755 1,74
2025-08-12 13F Jaffetilchin Investment Partners, LLC 44 127 0,29 4 377 0,57
2025-07-15 13F Compagnie Lombard Odier SCmA 43 800 0,46 4 345 0,74
2025-08-14 13F Summit Trail Advisors, Llc 397 534 39 435
2025-07-29 13F Ballast, Inc. 42 838 134,88 4 250 135,53
2025-07-25 NP UCMCX - Cornerstone Moderately Conservative Fund 59 632 0,85 5 850 −0,32
2025-08-11 13F Pinnacle Financial Group, LLC / IL 67 322 2,44 6 678 2,72
2025-07-31 13F Cosner Financial Group, LLC 88 874 12,43 8 816 12,75
Other Listings
MX:AGG
CL:AGG
PE:AGG
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Top Investors
Features
Explore
Help Center