GB:0LO6 / Vanguard Index Funds - Vanguard S&P 500 ETF - Institutionellt ägande - Säljare

Vanguard Index Funds - Vanguard S&P 500 ETF
GB ˙ LSE ˙ US9229083632
436,03 US$ ↑3,44 (0,80%)
2023-12-18
DELAT PRIS
Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-05 13F AAFCPAs Wealth Management, LLC 887 −10,76 504 −1,18
2025-08-05 13F Marshall Financial Group Inc /adv 41 387 −7,48 23 509 2,27
2025-08-12 13F Atlas Capital Advisors Llc 8 415 −1,29 4 780 9,08
2025-08-01 13F Chilton Capital Management Llc 3 862 −6,22 2 194 3,64
2025-08-12 13F JMG Financial Group, Ltd. 1 358 788 −2,40 771 832 7,88
2025-07-03 13F Garde Capital, Inc. 61 608 −19,99 34 995 −11,56
2025-07-30 13F Whittier Trust Co Of Nevada Inc 43 577 −0,93 24 753 9,51
2025-07-07 13F HMS Capital Management, LLC 2 854 −8,96 1 621 11,56
2025-08-14 13F Vernal Point Advisors, LLC 0 −100,00 0
2025-07-24 13F Trust Co Of Toledo Na /oh/ 3 991 −0,89 2 267 9,57
2025-06-27 NP GIAX - Nicholas Global Equity and Income ETF 12 901 −38,84 6 576 −43,66
2025-08-01 13F Liberty Wealth Management Llc 7 982 −0,96 4 534 23,44
2025-08-14 13F Horizon Investments, LLC 4 509 −54,74 2 561 −49,98
2025-08-13 13F OMERS ADMINISTRATION Corp 600 715 −2,82 341 194 7,53
2025-07-17 13F Poinciana Advisors Group, Llc 583 −38,57 331 −32,03
2025-07-09 13F Southern Style Financial, Inc. 0 −100,00 0 −100,00
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 1 658 −63,88 942 −60,09
2025-08-14 13F Valley Financial Group, Inc. 2 490 −4,67 1 414 5,37
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 33 254 −13,87 19 −5,26
2025-07-18 13F Access Financial Services, Inc. 0 −100,00 0
2025-07-18 13F Dogwood Wealth Management LLC 197 −56,61 112 −51,93
2025-07-23 13F Indiana Trust & Investment Management CO 3 333 −0,27 1 893 10,25
2025-07-11 13F Great Waters Wealth Management 385 −14,44 219 −5,63
2025-07-22 13F Autumn Glory Partners, LLC 18 406 −2,31 10 455 7,98
2025-04-21 13F Adams Asset Advisors, LLC 0 −100,00 0 −100,00
2025-04-17 13F Life Planning Partners, Inc 0 −100,00 0 −100,00
2025-04-23 13F White Pine Investment CO 0 −100,00 0
2025-07-25 13F Carl Stuart Investment Advisor, Inc 41 474 −1,02 23 559 9,40
2025-07-23 13F Kingswood Wealth Advisors, Llc 37 709 −4,87 21 420 5,14
2025-07-28 13F Sagespring Wealth Partners, Llc 1 547 982 −2,28 295 784 3,33
2025-04-23 13F Sabal Trust CO 2 715 −1,20 1 395 −5,74
2025-04-21 13F Silverleafe Capital Partners, LLC 0 −100,00 0
2025-07-08 13F Canandaigua National Bank & Trust Co 4 384 −0,27 2 490 10,23
2025-08-14 13F Strategic Wealth Designers 26 −96,31 15 −96,31
2025-07-28 13F Hamilton Point Investment Advisors, LLC 2 835 −0,70 1 615 10,09
2025-08-04 13F HBK Sorce Advisory LLC 86 705 −7,94 49 251 1,75
2025-07-22 13F Elevate Capital Advisors, LLC 2 883 −59,29 1 637 −55,02
2025-08-12 13F Wayfinding Financial, LLC 943 −50,52 1
2025-08-08 13F Itau Unibanco Holding S.A. 356 717 −9,38 202 626 100 209,41
2025-08-14 13F Avant Capital LLC 438 −0,23 249 10,22
2025-08-13 13F Legacy Capital Wealth Partners, LLC 12 886 −4,44 7 319 5,61
2025-08-27 NP WASAX - Ivy Asset Strategy Fund Class A 0 −100,00 0 −100,00
2025-07-28 13F Sagace Wealth Management LLC 7 116 −8,78 4 042 0,82
2025-07-23 13F Sachetta, LLC 1 550 −7,90 881 1,73
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F 27 500 −11,29 15 621 −1,95
2025-08-04 13F Linscomb & Williams, Inc. 3 879 −1,92 2 203 8,42
2025-08-13 13F Korea Investment CORP 161 090 −36,18 91 504 −29,46
2025-08-06 13F Texas Yale Capital Corp. 6 161 −14,80 3 500 −5,81
2025-08-04 13F Arbor Capital Management Inc /adv 0 −100,00 0
2025-07-31 13F Silver Oak Advisory Group, Inc. 413 −4,18 0
2025-04-10 13F Chronos Wealth Management, LLC 0 −100,00 0 −100,00
2025-07-31 13F Schoolcraft Capital LLC 24 550 −4,76 13 945 5,26
2025-08-01 13F Teacher Retirement System Of Texas 681 104 −15,30 386 888 −6,38
2025-07-25 13F NorthRock Partners, LLC 109 115 −1,81 62 171 8,86
2025-08-14 13F Broadleaf Partners, LLC 1 924 −16,38 1 093 −7,61
2025-05-15 13F Rockport Wealth LLC 0 −100,00 0
2025-05-14 13F Legend Financial Advisors, Inc. 0 −100,00 0
2025-05-12 13F Harvest Investment Advisors, LLC 0 −100,00 0
2025-05-08 13F Squire Investment Management Company, LLC 0 −100,00 0
2025-07-17 13F Overbrook Management Corp 583 −20,46 331 −11,97
2025-07-30 13F Klingman & Associates, LLC 11 091 −0,35 6 300 10,16
2025-07-18 13F Sicart Associates LLC 441 −55,50 251 −50,88
2025-08-05 13F Sulzberger Capital Advisors, Inc. 8 339 −7,96 4 737 1,72
2025-07-16 13F Castleview Partners, Llc 1 741 −32,07 989 −24,98
2025-08-07 13F WESCAP Management Group, Inc. 3 291 −41,93 1 870 −35,82
2025-07-30 13F Birch Hill Investment Advisors LLC 2 006 −2,43 1 139 7,86
2025-08-05 13F Burney Co/ 35 216 −0,07 20 004 10,45
2025-08-08 13F Collaborative Wealth Managment Inc. 1 384 −5,21 786 4,80
2025-08-07 13F Howard Bailey Securities, Llc 588 −79,55 334 −77,40
2025-09-15 13F/A Migdal Insurance & Financial Holdings Ltd. 6 459 −75,29 4 −76,92
2025-07-22 13F Wealthcare Capital Management Llc 1 081 −3,05 614 7,16
2025-07-31 13F FSR Wealth Management Ltd. 0 −100,00 0
2025-08-19 13F National Asset Management, Inc. 18 859 −25,27 10 712 −21,22
2025-07-09 13F Capital Wealth Management, Llc 9 027 −2,07 5 128 8,23
2025-07-29 13F Yoffe Investment Management, LLC 1 366 −1,30 776 9,14
2025-08-01 13F Redmond Asset Management, LLC 559 −16,19 317 −7,31
2025-08-05 13F Scarborough Advisors, LLC 0 −100,00 0 −100,00
2025-08-15 13F WealthCollab, LLC 3 698 −5,08 2 101 4,90
2025-08-14 13F Css Llc/il 27 990 −57,95 15 899 −53,53
2025-08-04 13F Integrity Alliance, Llc. 18 013 −14,74 10 232 −5,75
2025-08-13 13F Allie Family Office LLC 7 551 −5,53 4 295 4,58
2025-08-13 13F Colonial Trust Co / SC 1 598 −0,62 908 9,81
2025-08-26 NP EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB 33 700 −21,45 19 143 −13,17
2025-05-02 13F Capital A Wealth Management, LLC 264 −20,24 136 −24,16
2025-08-12 13F Clark Financial Services Group Inc /bd 41 469 −6,34 23 556 3,53
2025-07-18 13F Institute for Wealth Management, LLC. 1 208 −19,63 686 −11,14
2025-08-20 13F Tull Financial Group, Inc. 1 410 −29,22 801 −21,80
2025-08-08 13F AJ Advisors, LLC 98 395 −2,87 55 892 7,36
2025-08-11 13F Berkeley, Inc 4 270 −21,07 2 426 −12,77
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-16 13F NovaPoint Capital, LLC 0 −100,00 0
2025-07-31 13F GenTrust, LLC 819 147 −9,72 466 725 0,09
2025-08-07 13F/A Leith Wheeler Investment Counsel Ltd. 14 637 −9,30 8 314 0,27
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0 −100,00
2025-08-12 13F Reliant Wealth Planning 11 022 −2,66 6 261 7,58
2025-08-12 13F 17 Capital Partners, Llc 711 −83,77 404 −82,10
2025-08-13 13F Green Harvest Asset Management LLC 10 014 −3,80 5 688 6,34
2025-07-11 13F Westfuller Advisors, LLC 14 648 −4,13 8 346 6,29
2025-08-13 13F MetLife Investment Management, LLC 17 467 −9,93 9 922 −0,44
2025-08-06 13F Strategic Financial Partners, Ltd. 2 723 −1,70 1 547 8,64
2025-08-14 13F Planwiser Financial, Llc 388 −12,42 227 −0,88
2025-07-17 13F Crane Advisory, LLC 178 008 −5,71 102 038 10,18
2025-08-07 13F Kestra Private Wealth Services, Llc 102 566 −5,35 58 261 4,62
2025-08-06 13F Round Rock Advisors, LLC 2 441 −13,84 1 387 −4,81
2025-08-06 13F Washington Trust Bank 3 202 −3,50 1 819 6,63
2025-08-14 13F ICW Investment Advisors LLC 8 832 −7,75 5 017 1,97
2025-08-14 13F Paragon Private Wealth Management, LLC 6 494 −2,62 3 689 7,65
2025-07-22 13F Awm Capital, Llc 2 789 −16,25 1 589 −7,13
2025-07-23 13F Prime Capital Investment Advisors, LLC 218 102 −21,37 123 888 −13,09
2025-07-17 13F Montis Financial, LLC 1 597 −14,60 907 −5,62
2025-07-29 13F Millburn Ridgefield Corp 246 237 −6,63 139 870 3,20
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 1 815 609 −0,34 1 031 321 10,16
2025-08-06 13F Tradewinds, LLC. 646 −90,20 367 −89,17
2025-05-08 13F Capital Management Associates /ny/ 0 −100,00 0
2025-07-30 13F Canvas Wealth Advisors, LLC 15 667 −1,71 9 172 18,82
2025-07-29 13F Hoese & Co LLP 10 390 −7,12 5 902 2,66
2025-08-11 13F CBIZ Investment Advisory Services, LLC 1 120 −13,25 638 −3,77
2025-07-31 13F Manuka Financial, LLC 3 583 −0,56 2 035 9,94
2025-07-22 13F Capital City Trust Co/fl 29 547 −1,07 16 784 9,35
2025-08-14 13F C M Bidwell & Associates Ltd 11 441 −1,79 6 499 8,54
2025-07-28 13F Copia Wealth Management 368 −31,60 209 −24,64
2025-09-02 13F Pvg Asset Management Corp 2 219 −0,22 1 260 10,33
2025-07-25 13F Van Strum & Towne Inc. 21 921 −1,62 12 452 8,74
2025-07-10 13F Bigelow Investment Advisors, LLC 701 −26,05 398 −18,28
2025-07-31 13F Carrera Capital Advisors 1 612 −8,04 919 2,00
2025-07-15 13F Evanson Asset Management, LLC 38 968 −4,67 22 135 5,37
2025-07-08 13F Twele Capital Management, Inc. 97 348 −0,57 55 297 9,90
2025-07-28 13F RFG Advisory, LLC 39 431 −3,85 22 398 6,28
2025-08-25 13F/A Neuberger Berman Group LLC 710 824 −2,94 403 770 7,29
2025-08-13 13F Russell Investments Group, Ltd. 6 051 −13,35 3 437 −4,21
2025-08-05 13F Tme Financial, Inc. 901 −0,88 512 9,42
2025-07-31 13F CVA Family Office, LLC 38 769 −4,25 22 022 5,84
2025-07-14 13F Pacifica Partners Inc. 626 −13,77 355 −1,12
2025-08-12 13F Hikari Tsushin, Inc. 73 621 −10,87 41 819 −1,49
2025-07-15 13F Family Wealth Partners, Llc 9 716 −8,77 5 519 0,84
2025-07-08 13F Hickory Point Bank & Trust 1 138 −1,13 646 9,31
2025-07-23 13F Fluent Financial, LLC 463 −93,63 263 −92,99
2025-07-29 13F Salomon & Ludwin, LLC 85 491 −3,98 48 755 6,53
2025-07-10 13F Exchange Traded Concepts, Llc 373 433 −2,74 212 121 7,51
2025-08-12 13F Harbor Advisory Corp /ma/ 34 775 −0,83 19 753 9,62
2025-08-01 13F Pasadena Private Wealth, LLC 6 570 −23,39 3 732 −15,34
2025-08-07 13F Blackston Financial Advisory Group, LLC 30 951 −4,22 17 581 5,87
2025-08-14 13F Select Asset Management & Trust 2 363 −1,71 1 0,00
2025-07-09 13F Sawyer & Company, Inc 5 619 −12,90 3 0,00
2025-05-15 13F Voloridge Investment Management, Llc 0 −100,00 0
2025-07-07 13F RB Capital Management, LLC 2 395 −0,37 1 360 10,12
2025-08-11 13F Elite Financial, Inc. 2 345 −3,10 1 0,00
2025-07-11 13F Spence Asset Management 0 −100,00 0
2025-08-14 13F Tudor Financial Inc. 15 856 −3,85 9 007 6,27
2025-07-22 13F Ellenbecker Investment Group 387 −3,97 220 6,28
2025-08-01 13F MorganRosel Wealth Management, LLC 13 187 −0,13 7 491 10,39
2025-08-14 13F Goldman Sachs Group Inc 13 180 482 −0,34 7 486 909 10,16
2025-08-01 13F First National Trust Co 37 468 −0,86 21 283 9,58
2025-08-11 13F Kingdom Financial Group LLC. 1 307 −92,35 743 −91,55
2025-07-16 13F Octavia Wealth Advisors, LLC 897 −6,56 511 3,45
2025-07-15 13F McAdam, LLC 6 874 −4,62 3 904 5,43
2025-07-11 13F Eagle Bay Advisors LLC 2 307 −3,88 1 315 6,57
2025-08-13 13F Providence Capital Advisors, LLC 964 −2,53 548 7,68
2025-08-15 13F Security National Bank Of Sioux City Iowa /ia/ 424 −1,62 241 8,60
2025-08-12 13F Cutter & CO Brokerage, Inc. 0 −100,00 0
2025-07-23 13F Tyche Wealth Partners LLC 8 563 −1,47 4 864 8,91
2025-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 0 −100,00 0
2025-08-14 13F Peak6 Llc Put 0 −100,00 0 −100,00
2025-08-07 13F Winthrop Capital Management, LLC 0 −100,00 0
2025-07-07 13F Retirement Wealth Solutions LLC 42 050 −1,11 23 886 9,30
2025-07-16 13F Beaumont Financial Advisors, LLC 32 210 −15,63 18 296 −6,74
2025-08-06 13F Black Swift Group, LLC 5 994 −2,46 3 405 7,82
2025-07-29 13F Clearview Wealth Advisors LLC 3 188 −0,38 1 811 10,10
2025-08-27 13F/A Squarepoint Ops LLC 3 892 −45,05 2 211 −39,29
2025-08-15 13F WFA of San Diego, LLC 904 −12,40 513 −5,70
2025-07-17 13F Sfm, Llc 56 131 −7,94 31 884 1,76
2025-08-27 13F/A Squarepoint Ops LLC Put 2 300 −66,67 1 306 −63,16
2025-08-07 13F Gouws Capital LLC 9 569 −1,42 5 435 8,96
2025-04-22 13F Mendota Financial Group, LLC 0 −100,00 0 −100,00
2025-08-06 13F Long Run Wealth Advisors, LLC 11 594 −0,45 6 586 10,04
2025-08-12 13F Twin Focus Capital Partners, Llc 24 796 −25,80 14 085 −17,99
2025-08-12 13F RiverFront Investment Group, LLC 2 711 −3,01 1 540 7,17
2025-07-23 13F Venturi Wealth Management, LLC 59 051 −73,10 33 542 −70,27
2025-07-14 13F Argentarii, LLC 0 −100,00 0
2025-08-06 13F Grey Fox Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-08-08 13F Globe Life Inc. 579 183 −2,16 328 993 8,14
2025-07-18 13F Ewa, Llc 4 854 −11,91 2 757 −2,61
2025-07-31 13F/A Interchange Capital Partners, LLC 769 −45,81 437 −40,19
2025-08-05 13F Intellectus Partners, LLC 0 −100,00 0
2025-07-14 13F Westend Capital Management LLC 218 −35,69 124 −29,31
2025-08-14 13F Bank Of America Corp /de/ Put 0 −100,00 0 −100,00
2025-07-15 13F Sightline Wealth Advisors, LLC 2 449 −25,90 1 391 −18,14
2025-05-15 13F Cyrus J. Lawrence, LLC 0 −100,00 0
2025-08-14 13F Peak6 Llc 0 −100,00 0 −100,00
2025-08-01 13F Corrado Advisors, Llc 0 −100,00 0
2025-08-06 13F Csenge Advisory Group 17 997 −9,27 9 750 1,58
2025-07-31 13F Northstar Asset Management Inc 10 220 −17,61 5 805 −8,94
2025-08-08 13F JFG Wealth Management, LLC 854 −0,12 485 10,48
2025-08-13 13F Parkworth Wealth Management, Inc. 0 −100,00 0 −100,00
2025-07-23 13F Gainplan LLC 15 120 −37,04 8 589 −30,41
2025-07-15 13F tru Independence LLC 910 −7,05 517 2,58
2025-08-14 13F Man Group plc Put 0 −100,00 0 −100,00
2025-07-23 13F MADDEN SECURITIES Corp 2 457 −0,41 1 396 10,10
2025-08-05 13F Sunburst Financial Group, LLC 17 065 −0,15 9 693 10,37
2025-08-14 13F Man Group plc Call 0 −100,00 0 −100,00
2025-07-21 13F Mattern Capital Management, Llc 10 470 −0,07 5 947 10,46
2025-07-25 13F Index Fund Advisors, Inc. 3 927 −11,73 2 231 −2,45
2025-08-04 13F Pensionmark Financial Group, Llc 223 470 −0,93 126 943 9,50
2025-08-12 NP KADIX - Kensington Active Advantage Fund Institutional Class Shares 8 450 −59,57 4 800 −57,38
2025-07-15 13F Vestment Financial LLC 1 551 −1,15 883 9,01
2025-07-01 13F Kera Capital Partners, Inc. 13 847 −0,20 7 866 10,31
2025-08-05 13F Integrity Financial Corp /WA 3 177 −52,03 1 810 −46,81
2025-07-31 13F Catalyst Capital Advisors LLC 246 237 −6,63 139 870 3,20
2025-08-14 13F LaSalle St. Investment Advisors, LLC 12 530 −13,68 7 0,00
2025-04-14 13F Regent Peak Wealth Advisors LLC 1 162 −0,51 597 −5,09
2025-07-31 13F Moser Wealth Advisors, LLC 836 −3,80 475 6,50
2025-07-25 13F Tranquility Partners, LLC 5 375 −0,06 3 053 10,50
2025-08-06 13F North Capital, Inc. 253 −21,43 143 −13,33
2025-08-14 13F Novus Advisors, Llc 1 283 −24,04 729 −16,03
2025-08-06 13F Capasso Planning Partners LLC 6 225 −20,78 3 536 −12,46
2025-07-17 13F DiNuzzo Private Wealth, Inc. 1 335 −9,06 758 0,53
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 4 731 −2,51 2 688 7,78
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 254 819 −1,35 129 891 −9,12
2025-08-12 13F Cook Wealth Management Group Llc 0 −100,00 0
2025-07-23 13F Center For Asset Management LLC 11 026 −35,81 5 965 −32,42
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 2 446 557 −3,25 1 389 718 7,65
2025-08-12 NP KAGCX - Kensington Dynamic Growth Fund Class C Shares 242 610 −60,68 137 810 −58,55
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 752 231 −9,64 427 290 −0,12
2025-07-15 13F Legacy Financial Group LLC 34 965 −44,10 19 861 −38,21
2025-08-26 NP GRZZX - Leuthold Grizzly Short Fund 0 −100,00 0 −100,00
2025-08-12 13F Park Square Financial Group, LLC 163 −20,10 93 −11,54
2025-07-28 13F Frazier Financial Advisors, LLC 1 125 −2,85 639 7,58
2025-08-05 13F Washburn Capital Management, Inc. 4 274 −3,74 2 428 6,40
2025-08-08 13F Mittelman Wealth Management 19 288 −18,38 10 957 −9,78
2025-08-07 13F Midland Wealth Advisors Llc 13 695 −0,09 7 779 10,43
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 7 371 −4,98 4 187 5,02
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-07-21 13F Stock Yards Bank & Trust Co 17 198 −2,03 9 769 8,29
2025-08-05 13F Hills Bank & Trust Co 12 508 −0,04 7 105 10,48
2025-08-14 13F Scientech Research LLC 0 −100,00 0
2025-04-28 13F Swmg, Llc 0 −100,00 0 −100,00
2025-07-25 13F Westchester Capital Management, Inc. 576 −5,26 327 4,81
2025-07-21 13F Fortis Capital Advisors, LLC 8 248 −4,24 4 685 5,85
2025-07-14 13F Enzi Wealth 3 738 −2,71 2 143 10,98
2025-08-13 13F Millstone Evans Group, LLC 1 880 −19,07 1 068 −10,64
2025-04-17 13F Compass Capital Management, Inc 0 −100,00 0
2025-07-21 13F Quent Capital, LLC 4 744 −23,61 2 695 −15,58
2025-08-13 13F Virtue Capital Management, LLC 32 468 −2,99 18 443 7,32
2025-08-28 13F/A Lavaca Capital Llc Put 0 −100,00 0 −100,00
2025-08-14 13F Van Eck Associates Corp 45 619 −5,66 26 4,17
2025-07-16 13F True North Advisors, LLC 0 −100,00 0 −100,00
2025-07-17 13F Moody Lynn & Lieberson, Llc 1 432 −6,89 813 2,91
2025-08-05 13F Wellington Shields Capital Management, LLC 13 556 −31,54 7 700 −24,33
2025-08-14 13F Bnp Paribas Arbitrage, Sa 71 971 −6,73 40 882 3,09
2025-07-17 13F SeaBridge Investment Advisors LLC 6 641 −21,52 3 772 −13,25
2025-07-14 13F Opal Wealth Advisors, LLC 486 −5,63 276 4,55
2025-07-31 13F Ssa Swiss Advisors Ag 6 700 −26,10 3 881 −16,72
2025-08-13 13F Berry Wealth Group, LP 805 −1,83 457 8,55
2025-07-21 13F Credential Qtrade Securities Inc. 0 −100,00 0 −100,00
2025-08-01 13F Bessemer Group Inc 739 733 −6,21 420 3,70
2025-07-30 13F Evermay Wealth Management Llc 126 965 −5,21 72 316 5,06
2025-07-21 13F Kennebec Savings Bank 94 −5,05 53 6,00
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 15 158 −0,03 8 637 10,83
2025-07-17 13F HCR Wealth Advisors 7 563 −1,38 4 296 9,01
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial 576 445 −12,61 327 438 −3,41
2025-08-08 13F Emerald Investment Partners, Llc 3 626 −2,26 2 060 8,03
2025-08-14 13F Catalyst Financial Partners Llc 1 032 −6,10 586 3,90
2025-07-11 13F Essex Savings Bank 9 731 −0,53 5 527 9,95
2025-08-01 13F Planning Directions Inc 2 392 −43,36 1 359 −37,42
2025-08-12 13F Power Wealth Management Llc 1 786 −8,55 1 015 1,10
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 596 −7,02 339 3,04
2025-09-04 13F ZynergyRetirementPlanningLLC 0 −100,00 0
2025-05-12 13F Providence First Trust Co 0 −100,00 0
2025-07-29 13F Stephens Inc /ar/ 110 059 −5,65 62 517 4,29
2025-08-13 13F PACK Private Wealth, LLC 4 859 −7,76 2 760 1,96
2025-07-28 13F Cushing Capital Partners, LLC 527 −19,17 300 −10,45
2025-04-21 13F Compass Capital Corp /ma/ /adv 0 −100,00 0
2025-07-07 13F Enterprise Bank & Trust Co 2 789 −2,48 1 584 7,83
2025-08-06 13F Bensler, LLC 3 487 −1,86 1 980 8,49
2025-05-15 13F Concorde Asset Management, LLC 1 225 −5,91 612 −12,84
2025-08-15 13F/A Rakuten Securities, Inc. 2 320 −27,64 1 318 −20,04
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 14 215 −1,28 8 075 9,11
2025-07-01 13F Burkett Financial Services, Llc 163 −32,64 93 −25,81
2025-08-18 13F N.E.W. Advisory Services LLC 23 822 −2,66 13 531 7,59
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 6 026 −14,86 3 433 −5,61
2025-08-08 13F Red Cedar Investment Management, Llc 14 454 −5,42 8 210 4,55
2025-08-14 13F Federation des caisses Desjardins du Quebec 261 739 −4,22 148 675 5,87
2025-08-14 13F Qube Research & Technologies Ltd 4 047 −77,94 2 299 −75,63
2025-07-21 13F Sage Financial Management Group, Inc. 15 105 −9,23 9 0,00
2025-08-26 NP Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares 65 321 −0,53 37 104 9,95
2025-07-16 13F Rebalance, Llc 6 230 −0,19 3 539 10,32
2025-08-13 13F Knuff & Co LLC 363 −9,02 206 0,49
2025-07-16 13F First American Bank 24 388 −4,55 13 853 5,51
2025-07-24 13F E Fund Management (Hong Kong) Co., Ltd. 935 −33,12 531
2025-07-16 13F Fortune Financial Advisors, LLC 1 932 −3,16 1 097 7,02
2025-07-16 13F Meredith Wealth Planning 4 629 −0,34 2 629 10,14
2025-07-22 13F Three Bridge Wealth Advisors, LLC 40 481 −1,14 23 065 9,61
2025-08-05 13F Sensible Money, LLC 1 952 −30,53 1 109 −23,22
2025-08-07 13F Atala Financial Inc 0 −100,00 0
2025-07-29 NP JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 60 224 −27,74 32 627 −28,34
2025-08-08 13F/A Ignite Planners, LLC 9 476 −2,96 5 467 9,06
2025-07-30 13F EnRich Financial Partners LLC 44 670 −9,23 25 374 0,32
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0 −100,00 0
2025-07-17 13F Hengehold Capital Management Llc 3 674 −4,40 2 087 5,67
2025-08-13 13F Victory Capital Management Inc 2 143 −98,48 1 217 −98,32
2025-07-18 13F Hudson Value Partners, LLC 796 −48,21 452 −42,71
2025-07-18 13F PBMares Wealth Management LLC 3 391 −8,00 1 926 1,64
2025-08-04 13F L.m. Kohn & Company 11 831 −8,20 6 720 1,46
2025-08-06 13F SJA Financial Advisory, LLC 1 362 −2,16 774 8,11
2025-05-13 13F Adams Wealth Management 20 043 −7,82 10 300 −12,08
2025-04-23 13F Trust Co of Kansas 0 −100,00 0 −100,00
2025-07-18 13F First Pacific Financial 4 958 −4,71 2 816 5,31
2025-08-14 13F Clark Capital Management Group, Inc. 10 649 −41,22 6 049 −35,04
2025-07-23 13F Prasad Wealth Partners, LLC 13 697 −19,10 7 781 −10,57
2025-08-12 13F Quadcap Wealth Management, LLC 9 255 −0,56 5 258 9,91
2025-08-05 13F Advisors Preferred, LLC 2 700 −6,90 1 533 2,47
2025-07-30 13F Onyx Bridge Wealth Group LLC 3 961 −1,93 2 250 8,43
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 46 845 −54,24 26 692 −49,27
2025-07-30 13F LGT Financial Advisors LLC 587 −8,42 333 1,22
2025-07-10 13F Focus Financial Network, Inc. 14 476 −71,70 8 247 −68,63
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 69 −47,33 39 −43,28
2025-07-10 13F Trust Point Inc. 10 956 −11,85 6 223 −2,57
2025-08-13 13F Schroder Investment Management Group 1 212 425 −11,97 685 269 −2,59
2025-07-07 13F Insight Wealth Strategies, LLC 1 077 −3,58 611 6,63
2025-08-11 13F Pin Oak Investment Advisors Inc 311 −10,89 0
2025-08-04 13F Haven Private, LLC 1 091 −38,64 620 −32,20
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 22 623 −0,52 12 851 9,96
2025-05-09 13F Keb Asset Management, Llc 0 −100,00 0 −100,00
2025-08-07 13F Encompass More Asset Management 653 −5,50 371 4,51
2025-08-13 13F Wellspring Financial Advisors, LLC 296 742 −1,03 9 174 165,22
2025-08-14 13F Knightsbridge Asset Management, Llc 1 131 −3,66 642 6,47
2025-06-25 NP REMIX - STANDPOINT MULTI-ASSET FUND Investor Class 158 900 −5,92 80 998 −13,33
2025-07-17 13F Paradigm Financial Partners, Llc 3 434 −9,75 1 951 −0,26
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 3 574 −0,14 2 030 5,84
2025-08-13 13F Bridgewater Associates, LP 0 −100,00 0 −100,00
2025-08-15 13F Fsb Premier Wealth Management, Inc. 26 839 −2,71 15 245 7,53
2025-07-14 13F ABLE Financial Group, LLC 576 −4,32 327 5,83
2025-07-11 13F First PREMIER Bank 6 460 −4,69 4 0,00
2025-08-13 13F VestGen Advisors, LLC 42 687 −4,85 24 268 5,26
2025-04-08 13F IVC Wealth Advisors LLC 0 −100,00 0
2025-07-16 13F Kathmere Capital Management, LLC 5 427 −0,62 3 083 9,84
2025-07-11 13F/A Umb Bank N A/mo 11 229 −2,83 6 378 7,41
2025-07-24 13F FinDec Wealth Services, Inc. 825 −14,68 469 −5,84
2025-07-30 13F LifeWealth Investments, LLC 4 154 −35,76 2 360 −29,01
2025-08-08 13F Strategies Wealth Advisors, LLC 6 294 −1,39 3 575 8,99
2025-05-14 13F Concorde Financial Corp 0 −100,00 0
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 630 −0,32 358 10,19
2025-07-31 13F Blake Schutter Theil Wealth Advisors, LLC 3 151 −1,01 1 790 9,48
2025-07-31 13F Planning Center, Inc. 443 −2,42 252 7,73
2025-07-08 13F Moulton Wealth Management, Inc 0 −100,00 0
2025-07-08 13F Legacy Private Trust Co. 18 683 −8,67 10 613 0,94
2025-07-10 13F Selective Wealth Management, Inc. 123 123 −2,05 70 624 14,54
2025-08-13 13F Loomis Sayles & Co L P 0 −100,00 0
2025-08-11 13F Hopwood Financial Services, Inc. 1 358 −1,16 771 9,36
2025-08-14 13F Bragg Financial Advisors, Inc 3 532 −0,42 2 006 10,10
2025-08-14 13F Karpus Management, Inc. 457 002 −1,04 259 591 9,38
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 0 −100,00 0 −100,00
2025-08-11 13F Cornerstone Planning Group LLC 1 507 −22,00 870 −8,42
2025-07-15 13F Forte Capital Llc /adv 800 −7,51 454 2,25
2025-07-15 13F Armis Advisers, LLC 20 157 −0,09 11 568 11,60
2025-08-25 13F/A Promus Capital, LLC 44 549 −3,90 25 305 6,22
2025-07-22 13F USAdvisors Wealth Management, LLC 1 014 −4,34 1
2025-08-11 13F Bedell Frazier Investment Counseling, LLC 1 810 −75,88 1 028 −73,34
2025-08-13 13F Plan Group Financial, LLC 32 284 −17,74 18 338 −9,08
2025-07-24 13F Papp L Roy & Associates 541 −19,85 308 −11,27
2025-08-05 13F Rareview Capital LLC 44 416 −16,69 25 230 −7,91
2025-04-21 13F Roberts Wealth Advisors, LLC 0 −100,00 0
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-08-13 13F Elios Financial Group Inc. 32 045 −5,41 18 203 4,56
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares 8 239 −8,03 4 680 1,65
2025-08-08 13F Adapt Wealth Advisors, Llc 6 975 −1,94 3 962 8,40
2025-07-29 13F Vectors Research Management, LLC 11 311 −22,64 6 425 −14,48
2025-08-12 13F TCP Asset Management, LLC 3 554 −5,15 2 019 4,83
2025-08-06 13F Twin Capital Management Inc 0 −100,00 0
2025-08-05 13F Integrity Wealth Solutions LLC 1 437 −31,67 816 −24,44
2025-07-30 13F Drive Wealth Management, Llc 3 781 −0,42 2 154 10,40
2025-07-16 13F Gradient Capital Advisors, LLC 7 961 −0,06 4 522 10,45
2025-08-14 13F Capstone Investment Advisors, Llc 202 774 −1,46 115 182 8,91
2025-08-06 13F Maltin Wealth Management, Inc. 431 −6,10 245 3,83
2025-08-12 13F Main Management LLC 1 059 −41,39 1
2025-07-29 13F Nicholson Wealth Management Group, LLC 23 461 −9,98 13 327 −0,50
2025-08-11 13F Dorsey & Whitney Trust CO LLC 28 444 −0,22 16 157 10,29
2025-07-29 NP JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 10 858 −13,18 5 882 −13,91
2025-07-10 13F Rfg Holdings, Inc. 173 145 −1,64 98 353 8,63
2025-08-11 13F FSC Wealth Advisors, LLC 151 −17,49 86 −9,57
2025-07-21 13F Asset Advisors Investment Management, LLC 3 220 −0,65 1 829 9,85
2025-07-24 13F Certus Wealth Management, LLC 26 762 −30,57 15 202 −26,41
2025-07-21 13F Portfolio Strategies, Inc. 0 −100,00 0 −100,00
2025-08-13 13F Okabena Investment Services Inc 58 771 −33,28 33 384 −26,26
2025-07-31 13F Cardinal Point Capital Management, ULC 4 162 −2,12 2 392 9,47
2025-08-07 13F Resources Investment Advisors, LLC. 295 594 −2,44 167 906 7,84
2025-07-22 13F Gutierrez Wealth Advisory, LLC 29 878 −1,92 16 972 8,41
2025-08-06 13F Paladin Advisory Group, LLC 3 205 −6,37 1 820 3,53
2025-07-28 13F Liberty Mutual Group Asset Management Inc. 0 −100,00 0
2025-07-15 13F Level Financial Advisors, Inc. 89 045 −1,48 50 580 8,89
2025-08-13 13F Manning & Napier Advisors Llc 137 953 −10,52 78 364 −1,09
2025-07-18 13F Newman Dignan & Sheerar, Inc. 12 762 −5,62 7 249 4,32
2025-07-10 13F Signal Advisors Wealth, LLC 7 869 −9,34 4 470 0,22
2025-07-16 13F New Insight Wealth Advisors 704 −5,88 400 3,91
2025-07-22 13F Bank Hapoalim Bm 165 579 −0,78 86 0,00
2025-08-01 13F Oarsman Capital, Inc. 2 667 −20,36 1 515 −11,92
2025-08-12 13F SlateStone Wealth, LLC 2 118 −8,67 1 0,00
2025-08-08 13F Larson Financial Group LLC 161 294 −44,38 91 620 −38,52
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Global Trends Allocation Fund Service Shares 52 100 −10,17 29 594 −0,71
2025-08-25 NP NDAA - Ned Davis Research 360 Dynamic Allocation ETF 780 −1,14 443 9,38
2025-08-12 13F Segall Bryant & Hamill, Llc 15 777 −13,06 8 962 −3,90
2025-08-13 13F Renaissance Technologies Llc 900 −87,14 511 −85,79
2025-08-18 13F Goodman Advisory Group, LLC 150 −1,96 85 8,97
2025-08-11 13F Semus Wealth Partners LLC 622 −12,64 353 −3,29
2025-05-12 13F Scissortail Wealth Management, LLC 0 −100,00 0
2025-07-08 13F Richard P Slaughter Associates Inc 1 613 −5,45 916 4,57
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2 14 441 −6,37 8 203 3,48
2025-08-13 13F Custom Index Systems, Llc 0 −100,00 0
2025-07-21 13F Pacific Financial Group Inc 510 −1,35 290 9,06
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-29 13F Stanley-Laman Group, Ltd. 8 973 −52,86 5 097 −47,90
2025-08-11 13F Trajan Wealth LLC 363 119 −0,03 206 263 10,50
2025-07-17 13F Smith Anglin Financial, LLC 29 929 −7,36 17 001 2,39
2025-04-11 13F LPF Advisors LLC 4 357 −22,64 2 239 −26,21
2025-07-14 13F Steigerwald, Gordon & Koch Inc. 781 −3,94 444 6,24
2025-08-14 13F New England Asset Management Inc 13 540 −21,73 7 691 −13,49
2025-07-11 13F Grove Bank & Trust 120 345 −26,26 68 360 −18,50
2025-08-13 13F First National Advisers, LLC 5 667 −0,21 3 219 10,32
2025-07-21 13F Exchange Capital Management, Inc. 602 −1,63 342 8,60
2025-04-09 13F Chickasaw Capital Management Llc 0 −100,00 0
2025-07-25 13F Prostatis Group LLC 1 374 −9,72 781 −0,26
2025-07-14 13F Lee-Kelleher Wealth Management 5 737 −4,18 3 259 5,92
2025-07-14 13F UMA Financial Services, Inc. 4 848 −0,12 2 754 10,38
2025-08-06 13F First Horizon Advisors, Inc. 18 167 −2,03 10 320 8,29
2025-08-07 13F Cascade Financial Partners, LLC 2 750 −8,15 1 562 1,50
2025-07-09 13F FOCUS Wealth Advisors, LLC 4 872 −0,06 2 767 10,46
2025-08-05 13F Sumitomo Life Insurance Co 7 900 −61,46 4 487 −57,41
2025-07-28 13F Nestegg Advisors, Inc. 642 −3,02 365 7,06
2025-08-13 13F Maia Wealth LLC 7 344 −7,88 4 172 5,62
2025-07-31 13F Strait & Sound Wealth Management LLC 923 −4,45 524 5,65
2025-07-30 13F Whittier Trust Co 11 739 −42,25 6 668 −36,17
2025-07-25 13F McNamara Financial Services, Inc. 484 −1,43 275 8,73
2025-08-11 13F Baldwin Investment Management, LLC 8 759 −0,06 4 975 10,48
2025-07-17 13F First County Bank /CT/ 3 592 −34,22 2 040 −27,30
2025-08-15 13F Kestra Advisory Services, LLC 457 689 −22,15 259 981 −13,95
2025-07-18 13F CHURCHILL MANAGEMENT Corp 864 054 −0,33 490 808 10,16
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 53 107 −7,94 30 166 1,75
2025-08-14 13F Goodwin Investment Advisory 5 134 −1,16 2 916 9,25
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 102 983 −6,39 58 497 3,47
2025-07-22 13F Ergawealth Advisors, Inc. 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp 52 614 −29,33 29 886 −21,89
2025-07-09 13F Fragasso Group Inc. 93 340 −2,44 53 020 7,83
2025-07-29 NP JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 628 −4,41 340 −5,03
2025-08-12 13F Watchman Group, Inc. 1 415 −0,70 804 9,70
2025-07-22 13F Willner & Heller, Llc 648 −5,81 368 3,97
2025-08-06 13F Prospera Financial Services Inc 47 988 −24,56 27 303 −16,52
2025-08-14 13F Susquehanna International Group, Llp Put 207 100 −5,43 117 639 4,53
2025-08-14 13F Herold Advisors, Inc. 607 −3,04 345 6,83
2025-08-08 13F First Western Trust Bank 264 651 −4,27 150 330 5,81
2025-07-03 13F Sage Capital Advisors,llc 6 480 −2,42 3 681 7,85
2025-08-05 13F Code Waechter LLC 0 −100,00 0
2025-07-24 13F Edge Financial Advisors LLC 0 −100,00 0
2025-05-12 13F Virtu Financial LLC 0 −100,00 0
2025-08-14 13F Bayesian Capital Management, LP 0 −100,00 0
2025-07-22 13F Iron Horse Wealth Management, LLC 1 854 −0,64 1 053 9,92
2025-08-04 13F Wealth Management Associates, Inc. 1 132 −16,40 643 −7,48
2025-04-23 13F LaFleur & Godfrey LLC 0 −100,00 0
2025-07-08 13F Gallacher Capital Management LLC 5 966 −16,44 3 389 −7,63
2025-07-14 13F Occidental Asset Management, LLC 2 964 −10,24 1 684 −0,77
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 3 005 −9,87 1 707 −0,35
2025-07-24 13F Wealth Management Resources, Inc. 3 200 −22,33 1 818 −14,12
2025-07-09 13F Taylor Hoffman Capital Management LLC 5 968 −0,93 3 390 9,08
2025-08-04 13F Saxony Capital Management, LLC 11 843 −3,01 6 727 7,22
2025-08-01 13F Brookwood Investment Group LLC 1 541 −15,61 875 −6,72
2025-07-15 13F Capstone Wealth Management Group LLC 2 496 −10,38 1 418 −0,91
2025-08-26 NP LCORX - Leuthold Core Investment Fund Retail Class 0 −100,00 0 −100,00
2025-07-01 13F First National Bank Sioux Falls 41 969 −10,11 23 840 −0,65
2025-07-31 13F 3EDGE Asset Management, LP 888 −15,59 504 −6,67
2025-07-10 13F Rockland Trust Co 15 435 −7,21 8 768 2,56
2025-07-29 NP JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 43 226 −17,09 23 418 −17,79
2025-08-07 13F Legacy Advisors, LLC 12 896 −45,73 23 −99,82
2025-08-01 13F Banco Santander, S.A. 179 608 −23,07 102 023 −14,97
2025-08-13 13F Cutler Capital Management, LLC 1 529 −22,66 868 −14,48
2025-09-02 NP NTAIX - Navigator Tactical U.S. Allocation Fund Class I 6 300 −53,33 3 660 −51,00
2025-07-03 13F Trinity Financial Advisors LLC 20 405 −1,04 11 626 14,10
2025-05-08 13F Endeavor Private Wealth, Inc. 0 −100,00 0
2025-07-23 13F Godsey & Gibb Associates 460 −10,85 261 −1,51
2025-08-13 13F Alerus Financial Na 252 519 −2,96 143 438 7,26
2025-07-18 13F Trust Co Of Vermont 50 118 −0,86 28 469 9,58
2025-08-01 13F SYM FINANCIAL Corp 1 323 −26,09 751 −18,28
2025-08-05 13F Welch & Forbes Llc 3 139 −45,60 1 783 −39,87
2025-08-05 13F Claro Advisors LLC 54 470 −6,79 30 941 3,02
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 246 237 −6,63 139 870 3,20
2025-08-27 13F/A Brinker Capital Investments, LLC 148 023 −3,84 84 081 6,28
2025-07-16 13F Ascent Capital Management, LLC 0 −100,00 0
2025-08-15 13F Morgan Stanley 23 319 498 −2,60 13 246 176 7,66
2025-08-12 13F Investure, LLC 1 184 392 −30,24 672 770 −22,89
2025-08-13 13F Sun Life Financial Inc 493 833 −0,25 281 10,24
2025-07-09 13F Breakwater Capital Group 17 546 −2,33 9 966 7,95
2025-08-08 13F Grandfield & Dodd, Llc 3 569 −3,36 2 027 6,80
2025-07-21 13F Custos Family Office, LLC 9 993 −0,60 5 676 9,87
2025-08-11 13F Bell Investment Advisors, Inc 4 097 −0,99 2 327 9,45
2025-08-08 13F Allianz Se 13 500 −48,79 7 668 −43,40
2025-07-14 13F Maryland Capital Advisors Inc. 1 466 −1,61 833 8,76
2025-08-14 13F Sherman Asset Management, Inc. 88 −1,12 50 11,11
2025-04-23 13F Alpine Bank Wealth Management 0 −100,00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-15 13F Well Done, LLC 7 565 −4,45 4 297 0,75
2025-08-05 13F Summit Investment Advisory Services, LLC 868 −7,17 493 2,71
2025-07-31 13F AlTi Global, Inc. 91 781 −2,33 52 295 8,29
2025-08-07 13F Vista Investment Partners Ii, Llc 10 140 −7,45 5 760 2,29
2025-08-14 13F Meiji Yasuda Life Insurance Co 0 −100,00 0
2025-07-29 13F Quotient Wealth Partners, LLC 32 961 −3,57 18 723 6,59
2025-07-08 13F Ballew Advisors, Inc 592 −0,17 341 17,24
2025-08-14 13F Annie E. Casey Foundation, Inc. 0 −100,00 0
2025-08-28 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 62 378 −14,52 35 433 −5,52
2025-07-29 13F Sims Investment Management, Llc 3 709 −2,09 2 107 8,22
2025-07-31 13F Graybill Bartz & Assoc Ltd 0 −100,00 0
2025-04-15 13F Transform Wealth, LLC 44 559 −8,56 22 899 −12,78
2025-08-14 13F Apriem Advisors 3 051 −1,71 1 733 8,65
2025-07-22 13F Alta Wealth Advisors LLC 781 −1,64 443 8,85
2025-08-12 13F Clal Insurance Enterprises Holdings Ltd 2 056 083 −26,29 1 172 −18,28
2025-08-13 13F EverSource Wealth Advisors, LLC 48 592 −2,84 27 601 7,39
2025-07-10 13F Marshall Financial Group LLC 822 −94,51 469 −93,91
2025-08-27 NP HDCAX - Rational Equity Armor Fund Class A Shares 1 420 −7,49 807 2,28
2025-07-18 13F Woodward Diversified Capital, Llc 731 −43,25 415 −37,22
2025-07-29 13F Arcus Capital Partners, LLC 1 615 −4,04 918 6,01
2025-08-05 13F GPS Wealth Strategies Group, LLC 1 139 −18,70 647 −10,14
2025-07-25 13F Yarger Wealth Strategies, Llc 8 405 −1,15 4 775 9,27
2025-07-22 13F Confluence Wealth Services, Inc. 3 288 −0,51 1 868 14,82
2025-08-12 13F Coldstream Capital Management Inc 354 724 −0,02 201 495 10,51
2025-08-12 13F Bravias Capital Group, LLC 458 −50,86 260 −45,82
2025-07-16 13F ORG Wealth Partners, LLC 841 −4,86 478 4,82
2025-08-01 13F Financial Counselors Inc 1 817 −98,26 1 032 −98,07
2025-07-15 13F Retirement Income Solutions, Inc 4 293 −8,03 2 439 1,67
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-08-01 13F Fort Vancouver Investment Management, LLC 34 526 −1,13 19 612 9,28
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-08-12 13F Inscription Capital, LLC 2 153 −44,15 1 223 −34,02
2025-08-19 13F Cim, Llc 656 −5,20 373 4,79
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-08-04 13F Family Wealth Group, LLC 30 701 −1,17 17 439 9,23
2025-07-16 13F Wealth Group Ltd 43 234 −9,34 24 558 0,20
2025-08-11 13F Greykasell Wealth Strategies, Inc. 0 −100,00 0 −100,00
2025-07-16 13F MKT Advisors LLC 38 649 −0,30 21 944 22,11
2025-07-31 13F Glass Jacobson Investment Advisors llc 6 926 −38,13 3 934 −34,77
2025-07-17 13F Investment Advisory Services Inc /tx /adv 3 289 −2,46 1 868 7,85
2025-07-23 13F Sax Wealth Advisors, Llc 13 024 −10,72 7 398 −1,31
2025-08-13 13F Capula Management Ltd 0 −100,00 0
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 1 380 −10,97 784 −1,63
2025-07-25 13F Sather Financial Group Inc 2 454 −0,89 1 394 9,51
2025-04-09 13F Dakota Community Bank & Trust NA 915 −16,74 470 −20,61
2025-07-28 13F Courier Capital Llc 13 231 −19,97 7 516 −11,54
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 14 884 −0,25 8 455 10,25
2025-08-07 13F Sound View Wealth Advisors Group, LLC 38 596 −0,67 21 924 9,79
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-08-11 13F Afbi Lp 0 −100,00 0
2025-07-25 13F Lodestar Private Asset Management Llc 29 531 −1,63 16 775 8,72
2025-08-08 13F Good Life Advisors, LLC 22 157 −2,43 12 586 7,84
2025-07-14 13F Buska Wealth Management, LLC 1 031 −7,12 586 2,63
2025-08-06 13F Vestmark Advisory Solutions, Inc. 117 431 −4,60 66 704 5,45
2025-07-22 13F DT Investment Partners, LLC 6 330 −0,35 3 596 10,14
2025-07-25 13F Alta Advisers Ltd 15 368 −2,62 8 729 7,63
2025-08-13 13F Baird Financial Group, Inc. 829 440 −3,62 471 147 6,54
2025-07-29 NP JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 837 −1,41 453 −2,16
2025-07-07 13F First Community Trust Na 1 090 −5,46 619 4,56
2025-08-13 13F Cary Street Partners Financial Llc 34 760 −3,51 19 744 6,64
2025-05-15 13F National Wealth Management Group, LLC 1 465 −1,61 753 −6,23
2025-07-18 13F Cooper Financial Group 3 757 −37,37 2 134 −30,78
2025-08-13 13F Azimuth Capital Investment Management LLC 1 611 −3,01 915 7,15
2025-07-30 13F Financial Perspectives, Inc 4 665 −22,07 2 650 −13,88
2025-07-28 13F Evernest Financial Advisors, LLC 10 011 −4,13 5 686 5,96
2025-08-06 13F Able Wealth Management LLC 1 508 −8,88 857 0,71
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 19 408 −1,57 11 025 8,79
2025-07-16 13F Patron Partners Advisors, Llc 440 −41,88 250 −35,99
2025-08-13 13F RFP Financial Group LLC 0 −100,00 0
2025-08-06 13F Rothschild & Co Wealth Management UK Ltd 0 −100,00 0
2025-04-01 13F Oliver Lagore Vanvalin Investment Group 0 −100,00 0 −100,00
2025-08-12 13F Manchester Capital Management LLC 41 101 −6,59 23 346 3,25
2025-08-08 13F Cercano Management LLC 3 941 −50,01 2 239 −44,75
2025-07-18 13F Lowery Thomas, Llc 27 579 −5,69 15 666 4,25
2025-07-16 13F Northern Oak Wealth Management Inc 35 914 −2,62 20 401 7,63
2025-07-30 13F Crewe Advisors LLC 14 207 −6,91 8 070 2,89
2025-08-14 13F Coyle Financial Counsel LLC 21 546 −0,63 12 239 9,83
2025-07-18 13F McGuire Investment Group, LLC 2 243 −4,27 1 274 5,81
2025-08-11 13F Arrow Financial Corp 215 686 −0,70 122 516 9,76
2025-05-13 13F Hanlon Investment Management, Inc. 0 −100,00 0
2025-08-27 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 0 −100,00 0 −100,00
2025-07-29 13F Level Wealth Management LLC 2 541 −0,35 1 443 10,15
2025-07-22 13F Global Assets Advisory, LLC 10 599 −65,17 6 018 −59,66
2025-07-17 13F Michels Family Financial, LLC 4 189 −1,85 2 380 8,48
2025-08-26 NP GLBIX - Leuthold Global Fund Institutional Class 0 −100,00 0 −100,00
2025-07-10 13F Charter Oak Capital Management, LLC 50 360 −3,91 28 606 6,22
2025-08-05 13F Crestwood Advisors Group LLC 55 971 −1,03 31 792 9,39
2025-07-14 13F Armstrong Advisory Group, Inc 11 165 −51,48 6 342 −48,85
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-07-29 13F Tradewinds Capital Management, LLC 3 576 −90,16 2 031 −89,13
2025-08-01 13F FSA Advisors, Inc. 2 156 −87,20 1 225 −85,87
2025-07-16 13F Spinnaker Investment Group, LLC 622 −33,62 353 −26,61
2025-08-14 13F Macquarie Group Ltd 320 658 −62,34 182 144 −58,38
2025-08-12 13F Jpmorgan Chase & Co 28 174 911 −3,61 16 004 196 6,54
2025-08-08 13F Oak Harvest Investment Services 72 842 −1,49 41 376 8,89
2025-08-14 13F Alaska Permanent Fund Corp 0 −100,00 0
2025-08-14 13F Snowden Capital Advisors LLC 22 004 −2,07 12 538 8,57
2025-05-02 13F Castlekeep Investment Advisors Llc 0 −100,00 0
2025-08-11 13F Fairfield University 276 488 −5,68 157 054 4,25
2025-08-12 13F OneAscent Financial Services LLC 129 468 −46,51 74 −41,13
2025-08-13 13F Standpoint Asset Management, LLC 139 800 −20,11 79 411 −11,70
2025-08-01 13F May Hill Capital, LLC 6 858 −0,04 3 895 10,50
2025-08-13 13F ESG Planning 0 −100,00 0
2025-08-08 13F Arcadia Investment Management Corp/mi 0 −100,00 0
2025-04-30 13F Sofos Investments, Inc. 350 −9,79 180 −7,73
2025-08-14 13F SWAN Capital LLC 812 −1,22 461 9,24
2025-07-29 13F Spirit Of America Management Corp/ny 624 −10,09 360 1,12
2025-08-05 13F Main Street Research LLC 591 −23,45 337 −15,15
2025-07-21 13F Zwj Investment Counsel Inc 9 916 −1,62 5 632 8,75
2025-05-14 13F Summit Financial Wealth Advisors, LLC 478 −12,61 246 −18,33
2025-08-26 NP Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares 21 379 −2,97 12 144 7,25
2025-07-30 13F Clifford Swan Investment Counsel Llc 16 717 −6,19 9 496 3,69
2025-08-04 13F Atria Investments Llc 163 603 −1,97 92 932 8,35
2025-07-24 13F Greenwood Gearhart Inc 271 515 −3,68 154 228 6,46
2025-07-22 13F Integrated Capital Management, LLC 2 888 −8,84 2 0,00
2025-08-19 13F Anchor Investment Management, LLC 9 844 −4,25 5 592 5,83
2025-08-13 13F Haverford Trust Co 27 906 −5,29 15 851 4,69
2025-08-13 13F Forthright Family Wealth Advisory LLC 2 395 −33,73 1 361 −26,76
2025-08-06 13F Paulson Wealth Management Inc. 558 −2,28 317 7,85
2025-07-31 13F B & T Capital Management DBA Alpha Capital Management 1 038 −27,36 590 −19,75
2025-07-02 13F Marotta Asset Management 14 174 −1,72 8 051 5,81
2025-07-07 13F Centurion Wealth Management LLC 9 272 −19,24 5 267 −14,86
2025-08-14 13F Mission Creek Capital Partners, Inc. 1 736 −2,69 986 7,64
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 43 158 −1,32 24 515 9,08
2025-07-21 13F/A Abacus Planning Group, Inc. 31 400 −1,01 17 836 9,42
2025-07-23 13F Litman Gregory Asset Management LLC 247 737 −5,14 140 722 4,85
2025-08-14 13F Banque Transatlantique SA 365 −70,35 207 −64,49
2025-07-11 13F Arthur M. Cohen & Associates, Llc 8 667 −0,29 4 923 10,21
2025-04-30 13F TradeWell Securities, LLC. 99 423 −1,96 51 095 −6,49
2025-08-14 13F Acas, Llc 1 928 −1,18 1 143 14,09
2025-07-31 13F Linden Thomas Advisory Services, LLC 0 −100,00 0
2025-08-14 13F Welch Capital Partners Llc/ny 356 169 −2,10 202 8,60
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio 24 214 −9,63 13 754 −0,12
2025-08-12 13F Jacobi Capital Management LLC 8 040 −1,65 4 567 8,69
2025-07-23 13F Valmark Advisers, Inc. 558 646 −0,93 317 328 9,51
2025-07-28 13F Revolve Wealth Partners, LLC 7 046 −15,06 4 002 −6,12
2025-07-11 13F Colorado Capital Management, Inc. 577 −45,77 0
2025-05-13 13F Vaughan David Investments Inc/il 0 −100,00 0
2025-07-24 13F KC Investment Advisors, LLC 120 451 −51,63 68 420 −46,54
2025-09-19 13F Base Wealth Management LLC 32 903 −15,57 18 690 −6,69
2025-07-16 13F Diversified Enterprises, LLC 3 901 −44,74 2 216 −38,90
2025-08-14 13F JPL Wealth Management, LLC 4 812 −3,30 2 733 6,88
2025-08-14 13F Dagco, Inc. 744 −9,93 423 −0,47
2025-08-07 13F Verus Capital Partners, Llc 5 005 −4,76 2 843 5,26
2025-05-29 NP IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y 5 248 −2,96 2 697 −7,45
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 0 −100,00 0 −100,00
2025-07-16 13F Lloyd Advisory Services, LLC. 11 630 −43,11 6 606 −37,12
2025-07-16 13F LS Investment Advisors, LLC 20 188 −3,43 11 467 6,74
2025-07-31 13F Intelligent Financial Strategies 50 031 −12,34 28 506 −2,81
2025-07-14 13F Financial Enhancement Group LLC 14 018 −1,71 8 035 16,35
2025-07-25 NP UCMCX - Cornerstone Moderately Conservative Fund 0 −100,00 0 −100,00
2025-08-13 13F Willis Johnson & Associates, Inc. 2 881 −1,81 1 636 8,56
2025-07-18 13F jvl associates llc 544 −29,26 309 −22,03
2025-06-18 NP Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 11 281 −44,29 5 750 −48,68
2025-08-12 13F Hanover Advisors Inc 8 191 −9,80 4 653 −0,30
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 0 −100,00 0 −100,00
2025-08-11 13F United Advisor Group, LLC 9 751 −3,94 5 547 6,35
2025-08-14 13F Kmt Wealth Management, Llc 2 996 −57,83 1 702 −53,41
2025-07-09 13F Thrive Wealth Management, LLC 16 108 −0,12 9 150 10,40
2025-07-29 13F Citizens Business Bank 15 465 −0,23 8 785 10,28
2025-08-13 13F Baker Avenue Asset Management, LP 3 205 −36,75 1 821 −30,08
2025-07-28 13F Davidson Investment Advisors 805 −12,97 457 −3,79
2025-07-24 NP PLUSX - DWS Multi-Asset Moderate Allocation Fund Class A 2 314 −53,12 1 254 −53,52
2025-08-14 13F Citadel Advisors Llc 71 731 −85,44 40 745 −83,91
2025-08-27 NP HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 303 010 −3,19 172 119 7,00
2025-08-14 13F Fwl Investment Management, Llc 100 −13,04 57 −5,08
2025-08-11 13F Foundation Wealth Management, LLC\PA 0 −100,00 0
2025-08-14 13F Schear Investment Advisers, LLC 10 063 −47,25 5 716 −41,70
2025-08-13 13F Satovsky Asset Management Llc 363 −15,78 206 −6,79
2025-07-28 13F WJ Wealth Management, LLC 404 −12,93 229 −3,78
2025-07-28 13F JGP Wealth Management, LLC 622 −4,45 353 5,69
2025-07-23 13F First Merchants Corp 44 252 −4,15 25 136 5,94
2025-07-07 13F Bangor Savings Bank 23 861 −5,99 13 554 3,91
2025-07-25 13F Parker Financial LLC 0 −100,00 0
2025-08-05 13F Arrowroot Family Office, LLC 8 367 −5,56 4 753 −0,44
2025-08-14 13F Abound Financial, Llc 0 −100,00 0
2025-07-08 13F Atwood & Palmer Inc 60 −1,64 34 9,68
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-07-17 13F Sound Income Strategies, LLC 9 702 −13,44 5 511 −4,34
2025-07-31 13F Burke & Herbert Bank & Trust Co 2 644 −30,49 1 502 −23,18
2025-07-09 13F Tounjian Advisory Partners, Llc 1 404 −3,84 721 −3,87
2025-07-18 13F Truist Financial Corp 2 032 668 −0,40 1 154 617 10,09
2025-08-13 13F Wealthquest Corp 2 416 −2,03 1 372 8,29
2025-07-16 13F Brave Asset Management Inc 33 080 −0,16 18 606 9,28
2025-07-15 13F Main Street Group, LTD 1 487 −0,20 845 10,33
2025-08-11 13F Heritage Wealth Advisors 36 657 −0,18 20 822 10,33
2025-08-04 13F Heritage Investors Management Corp 6 271 −9,09 4 0,00
2025-07-15 13F Seven Post Investment Office LP 380 −5,00 216 4,88
2025-08-08 13F Mjp Associates Inc /adv 148 762 −0,88 84 501 9,56
2025-08-07 13F Keystone Financial Services 935 −23,23 531 −15,04
2025-08-14 13F Archetype Wealth Partners 187 979 −4,11 107 6,00
2025-04-09 13F Marquette Asset Management, LLC 0 −100,00 0
2025-04-28 13F BCO Wealth Management LLC 0 −100,00 0 −100,00
2025-07-30 13F Fiduciary Family Office, Llc 5 290 −2,36 3 005 7,90
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-13 13F JT Stratford LLC 4 678 −2,30 2 657 7,97
2025-07-16 13F Old Port Advisors 396 −12,00 225 −3,03
2025-07-29 13F Wealthstream Advisors, Inc. 6 613 −0,24 3 757 10,28
2025-07-24 13F Trust Co of Tennessee 89 104 −0,21 50 613 10,29
2025-07-15 13F Bfsg, Llc 9 583 −0,48 5 443 10,00
2025-08-08 13F Gts Securities Llc 39 097 −46,40 22 208 −40,75
2025-08-27 NP IBNAX - Ivy Balanced Fund Class A 36 535 −67,36 20 753 −63,92
2025-08-13 13F AMJ Financial Wealth Management 1 660 −25,56 943 −17,80
2025-07-25 13F Verdence Capital Advisors LLC 39 494 −0,11 22 434 10,40
2025-08-11 13F Bulltick Wealth Management, LLC 2 705 −60,31 1 545 −55,91
2025-08-28 NP Rivernorth Opportunities Fund, Inc. 0 −100,00 0 −100,00
2025-07-14 13F Acropolis Investment Management, LLC 536 809 −0,03 304 923 10,50
2025-08-14 13F Zurich Insurance Group Ltd/FI 53 151 −18,92 30 136 −12,70
2025-08-06 13F New Millennium Group LLC 1 776 −2,47 1 009 7,81
2025-07-16 13F Dakota Wealth Management 17 809 −1,21 10 116 9,20
2025-08-11 13F Teachers Insurance & Annuity Association Of America 1 039 −12,17 590 −2,80
2025-08-08 13F Mv Capital Management, Inc. 2 392 −14,69 1 359 −5,76
2025-08-14 13F Acorn Wealth Advisors, LLC 1 793 −3,71 1 018 6,49
2025-08-11 13F Nomura Asset Management Co Ltd 10 911 −16,39 6 198 −7,59
2025-07-21 13F Ashton Thomas Securities, Llc 34 360 −4,61 19 518 5,43
2025-07-28 13F Perfromance Wealth Partners, LLC 4 942 −7,12 2 807 2,67
2025-08-08 13F Firestone Capital Management 1 276 −3,41 725 6,63
2025-08-12 13F Northstar Financial Companies, Inc. 429 −11,18 244 −2,02
2025-08-13 13F Townsquare Capital Llc 3 752 −98,59 2 132 −98,44
2025-08-14 13F London & Capital Asset Management Ltd 12 255 −23,29 6 961 −15,20
2025-05-05 13F PCA Investment Advisory Services Inc. 0 −100,00 0
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 10 701 −3,97 6 078 6,15
2025-08-04 13F Grant Street Asset Management, Inc. 370 −10,41 210 −0,94
2025-08-13 13F MONECO Advisors, LLC 2 070 −3,68 1 176 6,43
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial 52 209 −15,61 29 656 −6,73
2025-08-08 13F Better Money Decisions, LLC 12 299 −6,70 6 986 3,13
2025-08-04 13F One Day In July LLC 196 532 −9,45 111 636 0,08
2025-08-11 13F Lcnb Corp 1 670 −34,25 949 −27,36
2025-08-11 13F Wealthspire Advisors, LLC 2 311 300 −1,71 1 312 950 8,64
2025-08-08 13F Principal Financial Group Inc 66 804 −1,41 37 947 8,97
2025-05-14 13F South Plains Financial, Inc. 0 −100,00 0
2025-07-09 13F Orser Capital Management, Llc 12 000 −43,64 6 816 −37,70
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F 18 000 −14,29 10 225 −5,26
2025-07-18 13F Centricity Wealth Management, LLC 27 914 −0,89 15 856 9,56
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 37 230 −0,19 21 148 10,32
2025-08-13 13F Cary Street Partner Investment Advisory Llc 330 −0,30 187 10,00
2025-07-18 13F Columbia Asset Management 0 −100,00 0 −100,00
2025-05-09 13F Fairfield Financial Advisors, LTD 0 −100,00 0
2025-07-24 13F Blue Zone Wealth Advisors, LLC 536 −25,76 304 −18,06
2025-07-21 13F River Street Advisors LLC 812 −11,06 461 −1,71
2025-08-11 13F Alteri Wealth LLC 2 106 −4,71 1 196 5,37
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-09 13F Procyon Private Wealth Partners, LLC 2 777 −43,08 1 577 −37,10
2025-07-11 13F Thomasville National Bank 2 101 −1,45 1 193 8,95
2025-08-04 13F Canton Hathaway, LLC 51 270 −1,35 29 11,54
2025-07-16 13F William Marsh Rice University 116 799 −60,05 66 345 −55,84
2025-07-29 13F Angeles Wealth Management, Llc 138 473 −3,19 78 657 7,00
2025-07-07 13F Capital Asset Advisory Services LLC 3 315 −1,02 1 882 8,35
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-08-13 13F River Wealth Advisors LLC 3 090 −1,50 1 755 8,87
2025-08-15 13F United Services Automobile Association 199 703 −33,99 113 437 −26,74
2025-08-06 13F Hallmark Capital Management Inc 1 584 −15,65 900 −6,84
2025-07-30 13F Wbh Advisory Inc 3 523 −6,30 2 001 3,52
2025-07-14 13F Gries Financial Llc 10 459 −1,28 5 941 9,13
2025-07-30 13F DecisionMap Wealth Management, LLC 6 274 −3,60 3 564 6,58
2025-08-11 13F United Capital Financial Advisers, Llc 1 575 401 −4,26 894 875 5,82
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-12 13F Covington Investment Advisors Inc. 1 485 −3,57 1
2025-07-17 13F Robbins Farley Llc 695 −1,84 395 8,54
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-04-21 13F O'Dell Group, LLC 0 −100,00 0
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 2 364 420 −0,83 1 343 061 9,61
2025-08-08 13F Thoroughbred Financial Services, Llc 29 615 −4,46 17 6,67
2025-07-08 13F/A Salem Investment Counselors Inc 12 077 −0,50 6 867 10,08
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 91 746 −0,29 52 115 10,21
2025-07-23 13F Opulen Financial Group LLC 6 031 −6,53 3 426 3,32
2025-07-31 13F Sequent Asset Management, LLC 13 441 −2,90 7 635 7,34
2025-07-18 13F Parsons Capital Management Inc/ri 51 640 −1,57 29 334 8,80
2025-07-17 13F Chicago Capital, LLC 8 289 −37,42 4 708 −30,84
2025-07-31 13F Fiduciary Wealth Partners, LLC 53 858 −27,58 30 593 −19,96
2025-08-05 13F Strategic Financial Concepts, LLC 1 845 −92,49 1 048 −91,69
2025-08-05 13F Tsfg, Llc 31 353 −14,43 18 −5,56
2025-08-05 13F Key FInancial Inc 1 585 −5,43 900 4,53
2025-08-08 13F Kane Investment Management, Inc. 3 019 −5,54 1 715 4,45
2025-08-14 13F Group One Trading, L.p. 2 103 −42,15 1 195 −36,08
2025-07-08 13F Melone Private Wealth, LLC 2 174 −2,47 1 233 7,60
2025-07-07 13F Accelerate Investment Advisors LLC 3 767 −3,26 2 140 6,90
2025-07-22 13F Berkshire Money Management, Inc. 6 244 −2,47 3 547 7,78
2025-08-13 13F Makena Capital Management Llc 606 092 −19,13 344 278 −10,61
2025-08-08 13F Beacon Harbor Wealth Advisors, Inc. 44 731 −8,52 25 408 1,11
2025-07-09 13F Sandy Cove Advisors, LLC 49 723 −0,38 28 244 10,11
2025-07-31 13F/A Sendero Wealth Management, LLC 19 450 −24,07 11 048 −16,08
2025-07-29 13F Stratos Wealth Advisors, LLC 51 283 −5,49 29 131 4,46
2025-08-14 13F Partners Capital Investment Group, Llp 202 662 −72,04 115 118 −69,09
2025-07-31 13F Guardian Financial Partners, LLC 35 986 −0,98 20 441 9,45
2025-08-04 13F Roble, Belko & Company, Inc 3 891 −0,87 2 0,00
2025-07-31 13F Shaker Investments Llc/oh 1 659 −1,78 943 8,53
2025-08-14 13F Shepherd Kaplan Krochuk, Llc 508 −56,13 289 −51,60
2025-05-15 13F Parallax Volatility Advisers, L.P. Call 0 −100,00 0 −100,00
2025-08-14 13F K2 Principal Fund, L.p. Call 2 500 −80,00 1 420 −77,89
2025-08-14 13F K2 Principal Fund, L.p. Put 5 000 −66,67 2 840 −63,16
2025-07-11 13F Financial Advisory Corp 1 837 −37,43 1 043 −30,84
2025-08-06 13F Robinson Smith Wealth Advisors Llc 4 791 −1,60 2 722 8,75
2025-07-16 13F Independent Wealth Network Inc. 5 825 −4,05 3 309 6,06
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 236 572 −42,39 134 380 −36,32
2025-08-01 13F Austin Private Wealth, LLC 1 879 −1,05 1 067 9,44
2025-08-12 13F Edmond De Rothschild Holding S.a. 5 507 −19,57 3 128 −11,09
2025-08-13 13F F/M Investments LLC 9 289 −50,80 5 276 −45,62
2025-07-30 13F Securian Asset Management, Inc 56 238 −1,09 31 945 9,33
2025-07-09 13F Lbmc Investment Advisors, Llc 25 810 −0,34 14 661 10,16
2025-07-28 13F Cutler Investment Counsel Llc 438 −18,59 250 −9,78
2025-08-05 13F BCGM Wealth Management, LLC 10 785 −1,87 6 126 8,45
2025-08-19 13F/A Pitcairn Co 14 719 −7,04 8 361 2,74
2025-07-17 13F Porter White Investment Advisors, Inc. 1 400 −0,07 795 10,42
2025-08-06 13F Sound Financial Strategies Group, LLC 0 −100,00 0
2025-08-07 13F McClarren Financial Advisors, Inc. 23 247 −24,02 13 205 119 945,45
2025-07-29 NP PBL - PGIM Portfolio Ballast ETF 1 000 −66,10 542 −66,42
2025-07-10 13F Wedmont Private Capital 155 278 −4,02 89 069 12,23
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 10 966 −8,91 6 229 0,70
2025-08-13 13F Isthmus Partners, Llc 0 −100,00 0
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0 −100,00
2025-07-10 13F Global Financial Private Client, LLC 14 926 −0,74 8 479 9,72
2025-08-05 13F Verity Asset Management, Inc. 1 087 −50,46 617 −45,25
2025-08-11 13F Bellwether Advisors, LLC 688 −1,15 391 9,24
2025-07-09 13F Market Street Wealth Management Advisors Llc 11 417 −0,25 6 485 10,25
2025-08-12 13F American Century Companies Inc 33 700 −21,45 19 143 −13,17
2025-05-13 13F NINE MASTS CAPITAL Ltd 0 −100,00 0
2025-08-11 13F Great Lakes Advisors, Llc 1 −99,91 1 −100,00
2025-07-02 13F Crumly & Associates Inc. 12 305 −35,71 6 990 −28,94
2025-07-22 13F Beacon Financial Advisory LLC 1 976 −15,77 1 123 −6,89
2025-08-14 13F Fiduciary Trust Co 83 890 −2,35 47 652 7,94
2025-08-12 13F DCF Advisers, LLC Put 0 −100,00 0
2025-07-09 13F Christopher J. Hasenberg, Inc 343 −79,00 195 −76,96
2025-07-31 13F Ramsay, Stattman, Vela & Price, Inc. 371 −11,88 211 −2,78
2025-05-13 13F Taurus Asset Management, Llc 1 730 −9,66 889 −13,77
2025-07-17 13F Stockman Wealth Management, Inc. 4 860 −0,14 2 761 10,36
2025-08-14 13F Cohen & Steers, Inc. 0 −100,00 0
2025-09-19 13F Canal Capital Management, LLC 13 532 −0,50 7 686 9,97
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2 17 062 −20,20 9 692 −11,80
2025-08-08 13F Francis Financial, Inc. 124 459 −5,66 70 702 4,29
2025-07-08 13F Baker Ellis Asset Management LLC 28 402 −4,64 16 133 5,40
2025-08-11 13F Amara Financial, Llc. 1 319 −0,30 749 10,31
2025-07-15 13F Hofer & Associates. Inc 504 −0,79 286 9,58
2025-07-10 13F P/E Global LLC 123 275 −8,03 70 2,94
2025-07-22 13F Yoder Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-11 13F Conquis Financial Llc 54 047 −25,74 30 795 −17,67
2025-08-14 13F Seven Mile Advisory 12 169 −1,51 6 912 8,87
2025-08-15 13F 44 Wealth Management Llc 0 −100,00 0 −100,00
2025-08-05 13F Atlas Private Wealth Advisors 521 −44,28 296 −38,33
2025-07-18 13F Vigilare Wealth Management 3 883 −40,89 2 206 −34,67
2025-07-29 NP SGLC - SGI U.S. Large Cap Core ETF 574 −74,26 311 −74,55
2025-08-06 13F Climber Capital SA 27 225 −0,13 15 098 29,22
2025-08-15 13F Front Street Capital Management, Inc. 6 959 −91,05 4 −92,31
2025-08-14 13F Van Den Berg Management I, Inc 942 −9,42 535 0,19
2025-08-04 13F JDM Financial Group LLC 65 784 −1,23 37 367 9,17
2025-08-05 13F KDT Advisors, LLC 14 360 −0,03 8 157 10,48
2025-07-22 13F McNaughton Wealth Management, LLC 15 699 −24,83 8 917 −16,92
2025-07-21 13F Ameriflex Group, Inc. 14 293 −9,61 8 064 −0,76
2025-07-30 13F Paragon Financial Partners, Inc. 1 206 −1,15 685 9,25
2025-07-11 13F Pinnacle Bancorp, Inc. 35 248 −0,07 20 022 10,45
2025-07-09 13F Lincoln Capital Corp 0 −100,00 0
2025-08-21 NP LFEQ - VanEck Vectors NDR CMG Long/Flat Allocation ETF 45 465 −5,68 25 825 4,25
2025-07-07 13F Modus Advisors, LLC 8 378 −0,04 4 759 10,47
2025-08-04 13F Lockheed Martin Investment Management Co 314 000 −1,20 178 361 9,21
2025-07-18 13F BSW Wealth Partners 12 033 −4,85 6 835 5,17
2025-08-14 13F Spears Abacus Advisors LLC 18 885 −5,79 10 727 4,14
2025-08-12 13F Ameritas Investment Partners, Inc. 65 754 −12,61 37 350 −3,41
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 2 482 −5,95 1 410 3,91
2025-07-24 13F Capital Advisors, Ltd. LLC 218 −27,57 0
2025-07-31 13F Daido Life Insurance Co 15 313 −89,28 9 −89,04
2025-08-07 13F Guidance Capital, Inc 676 −92,25 386 −91,50
2025-08-13 13F Provida Pension Fund Administrator 0 −100,00 0 −100,00
2025-08-12 13F XTX Topco Ltd 680 −35,24 386 −28,39
2025-08-08 13F Fiera Capital Corp 487 856 −0,43 277 117 10,06
2025-07-22 13F Knights of Columbus Asset Advisors LLC 484 −6,38 275 3,40
2025-08-08 13F SG Americas Securities, LLC 23 655 −96,14 13 −95,86
2025-08-11 13F Eq Llc 39 747 −3,09 22 578 7,11
2025-08-06 13F Golden State Wealth Management, LLC 4 338 −0,82 2 465 9,61
2025-07-28 13F Davidson Trust Co 961 −1,23 546 9,22
2025-07-18 13F Rogco, Lp 522 −1,88 297 8,42
2025-08-05 13F Cassaday & Co Wealth Management LLC 2 860 −39,20 1 625 −32,81
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 42 753 −2,44 24 285 7,84
2025-07-17 13F Venture Visionary Partners LLC 47 718 −1,24 27 105 9,17
2025-05-15 13F Capital Investment Counsel, LLC 0 −100,00 0 −100,00
2025-07-16 13F/A CX Institutional 1 819 −49,77 1 0,00
2025-08-12 13F Retirement Planning Co of New England, Inc. 1 841 −0,54 1 046 9,88
2025-07-23 13F Matisse Capital 1 183 −2,79 672 7,52
2025-08-06 13F Legacy Investment Solutions, LLC 96 −23,81 55 −21,74
2025-07-23 13F Capital Management Associates, Inc 45 729 −39,29 25 975 −32,90
2025-08-11 13F Monashee Investment Management LLC 0 −100,00 0
2025-07-11 13F Orrstown Financial Services Inc 4 208 −4,54 2 390 5,52
2025-07-25 13F Priebe Wealth Holdings LLC 614 −36,44 349 −29,84
2025-08-12 13F Ascent Wealth Partners, LLC 3 448 −19,70 1 959 −11,24
2025-08-01 13F Gwn Securities Inc. 9 244 −66,55 5 260 −64,46
2025-07-30 13F Schnieders Capital Management Llc 567 −15,50 322 −6,40
2025-07-11 13F Rockwood Wealth Management, LLC 17 997 −21,85 10 223 −13,62
2025-08-04 13F UNIVEST FINANCIAL Corp 43 432 −0,74 24 671 9,72
2025-07-03 13F Collective Family Office Llc 14 536 −0,79 8 257 9,66
2025-05-01 13F Schechter Investment Advisors, LLC 2 337 −1,93 1 201 −6,46
2025-08-13 13F Gateway Wealth Partners, LLC 1 305 −8,10 741 1,65
2025-07-29 13F Violich Capital Management, Inc. 3 877 −30,27 2 202 110 000,00
2025-07-15 13F DKM Wealth Management, Inc. 881 −0,90 500 9,65
2025-08-01 13F First Command Advisory Services, Inc. 38 443 −3,45 21 837 6,71
2025-07-22 13F Jamison Private Wealth Management, Inc. 806 −36,73 458 −30,12
2025-07-24 13F Lmcg Investments, Llc 0 −100,00 0
2025-08-13 13F Walleye Trading LLC 0 −100,00 0 −100,00
2025-08-07 13F Meridian Financial Partners LLC 46 853 −10,90 27 −3,70
2025-08-11 13F Goodman Financial Corp 843 −0,47 479 9,89
2025-08-05 13F Jessup Wealth Management, Inc 1 787 −1,49 1 015 9,02
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-07-15 13F Focused Wealth Management, Inc 1 257 −2,63 714 7,54
2025-08-05 13F Prosperity Wealth Management, Inc. 24 178 −5,86 13 734 4,05
2025-08-01 13F Motley Fool Wealth Management, LLC 25 563 −14,77 14 521 −5,79
2025-08-13 13F Invesco Ltd. 2 547 −0,74 1 447 9,71
2025-08-13 13F Trustmark National Bank Trust Department 2 557 −18,07 1 452 −9,42
2025-09-03 13F Ballentine Capital Advisors, Inc 31 763 −2,19 18 043 8,11
2025-08-28 NP GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 29 602 −36,56 16 815 −29,89
2025-08-07 13F Grange Capital, LLC 2 861 −22,99 1 625 −14,88
2025-08-11 13F Strategic Wealth Partners, Ltd. 1 605 −4,52 912 −3,29
2025-08-14 13F Hirtle Callaghan & Co LLC 264 895 −27,02 150 468 −19,33
2025-08-08 13F ERTS Wealth Advisors, LLC 0 −100,00 0
2025-07-31 13F Conservest Capital Advisors, Inc. 632 −13,66 359 −4,52
2025-05-08 13F Seizert Capital Partners, Llc 0 −100,00 0
2025-08-29 NP CFNDX - Cargile Fund 11 976 −2,08 6 803 8,23
2025-08-07 13F Donaldson Capital Management, Llc 3 432 −6,84 1 949 2,96
2025-08-13 13F SMART Wealth LLC 7 750 −19,35 4 402 −10,85
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 873 −47,60 496 −42,06
2025-07-31 13F Waldron Private Wealth LLC 37 334 −9,54 21 272 0,29
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares 28 746 −9,26 16 329 0,30
2025-07-22 13F Apexium Financial, Lp 35 771 −8,15 20 347 1,66
2025-08-14 13F Ancora Advisors, LLC 218 751 −0,80 124 257 9,65
2025-07-22 13F Olistico Wealth, LLC 2 026 −11,53 1 151 −2,21
2025-08-13 13F Mount Yale Investment Advisors, LLC 1 368 −62,60 777 −58,67
2025-08-04 13F IFG Advisory, LLC 52 691 −2,20 29 930 8,10
2025-07-25 13F Cwm, Llc 227 063 −2,19 129 7,56
2025-08-14 13F E-L Financial Corp Ltd 1 479 853 −0,00 1 145 402 4,76
2025-08-14 13F Harris Associates L P 0 −100,00 0
2025-08-01 13F Penobscot Wealth Management 7 972 −24,27 4 528 −16,29
2025-07-21 13F Curran Financial Partners, LLC 3 899 −1,74 2 215 8,64
2025-07-28 13F SFG Wealth Management, LLC. 2 038 −3,18 1 158 7,03
2025-08-14 13F Eight 31 Financial Llc 20 137 −2,45 11 438 7,83
2025-07-15 13F Heritage Oak Wealth Advisors Llc 0 −100,00 0
2025-07-16 13F Perigon Wealth Management, LLC 102 669 −9,94 58 319 −0,45
2025-07-16 13F Embree Financial Group 15 147 −0,07 8 604 10,45
2025-08-13 13F Amundi 16 731 −50,13 9 542 −43,42
2025-08-06 13F SOUTH STATE Corp 18 982 −13,30 10 782 −4,17
2025-08-13 13F Vertex Planning Partners, LLC 429 −23,80 244 −15,92
2025-04-24 NP UCAGX - Cornerstone Aggressive Fund 36 370 −1,72 19 870 −2,99
2025-05-15 13F Proquility Private Wealth Partners, LLC 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 508 418 −1,89 288 797 8,44
2025-08-26 13F/A Thrivent Financial For Lutherans 168 464 −46,25 96 −44,77
2025-04-21 13F Davidson Capital Management Inc. 0 −100,00 0 −100,00
2025-08-13 13F Ardmore Road Asset Management LP 0 −100,00 0
2025-08-05 13F Connable Office Inc 12 942 −3,62 7 351 6,54
2025-07-29 13F Commons Capital, Llc 4 702 −1,98 2 671 8,36
2025-08-13 13F Consultiva Wealth Management, Corp. 6 172 −1,91 3 506 8,41
2025-07-14 13F Clear Harbor Asset Management, LLC 535 −30,79 304 −23,43
2025-08-14 13F Vident Advisory, LLC 50 667 −20,31 28 780 −11,92
2025-05-07 13F Shoker Investment Counsel, Inc. 0 −100,00 0
2025-08-04 13F Spire Wealth Management 35 206 −31,95 19 997 −24,80
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-08-14 13F Two Sigma Securities, Llc 552 −92,78 314 −92,03
2025-07-30 13F Rothschild Capital Partners, LLC 1 359 −4,83 772 5,18
2025-07-23 13F Peak Financial Management, Inc. 29 886 −1,41 16 977 8,98
2025-07-17 13F Cyr Financial Inc. 718 −4,27 408 5,71
2025-07-24 13F Baldwin Brothers Inc/ma 6 357 −0,13 3 611 10,36
2025-07-17 13F Global Trust Asset Management, LLC 183 −1,61 104 7,29
2025-08-14 13F White Knight Strategic Wealth Advisors, LLC 509 −0,20 289 10,31
2025-07-09 13F Westmount Partners, LLC 24 486 −21,09 13 909 −12,78
2025-08-08 13F Bouchey Financial Group Ltd 8 725 −0,74 4 957 9,72
2025-07-30 13F Wallace Advisory Group, LLC 0 −100,00 0
2025-07-25 NP USBSX - Cornerstone Moderate Fund 1 −100,00 1 −100,00
2025-07-24 13F Drucker Wealth 3.0, LLC 85 299 −3,67 48 928 7,52
2025-07-09 13F Alesco Advisors Llc 3 080 −5,14 1 750 4,86
2025-08-08 13F Citizens Financial Group Inc/ri 724 517 −0,71 412 673 10,05
2025-08-21 NP SFBPX - Great-West SecureFoundation Balanced ETF Fund Class A 7 181 −2,02 4 079 8,31
2025-07-18 13F Clarity Financial LLC 517 −5,14 294 4,64
2025-08-13 13F Fisher Asset Management, LLC 1 521 821 −0,61 864 440 9,86
2025-08-01 13F Unconventional Investor, LLC 44 930 −2,78 25 522 7,46
2025-07-18 13F Swp Financial Llc 365 −25,05 207 −17,20
2025-04-11 13F Safeguard Financial, LLC 10 923 −4,09 5 614 −8,52
2025-05-01 13F Secured Retirement Advisors, Llc 0 −100,00 0
2025-08-14 13F MidWestOne Financial Group, Inc. 4 137 −6,49 2 350 3,34
2025-07-29 13F Werba Rubin Papier Wealth Management 8 928 −1,74 5 071 8,61
2025-07-11 13F Grant Private Wealth Management Inc 0 −100,00 0
2025-08-11 13F Core Wealth Partners LLC 3 462 −3,27 1 967 6,91
2025-07-09 13F WealthCare Investment Partners, LLC 9 955 −0,89 5 726 20,70
2025-08-13 13F Grove Street Fiduciary, LLC 553 −7,53 314 2,28
2025-05-15 13F DRW Securities, LLC 0 −100,00 0
2025-08-12 13F Vestor Capital, Llc 422 −77,42 0
2025-08-26 NP DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 0 −100,00 0 −100,00
2025-07-30 13F Bernzott Capital Advisors 0 −100,00 0
2025-07-10 13F Pachira Investments Inc. 25 227 −3,22 14 330 7,63
2025-07-11 13F AA Financial Advisors, LLC 930 −18,99 528 −10,36
2025-07-24 13F Trevian Wealth Management LLC 141 220 −14,39 80 −4,76
2025-08-04 13F Northwest Financial Advisors 0 −100,00 0
2025-07-17 13F Beacon Capital Management, LLC 8 514 −6,95 4 836 2,85
2025-07-17 13F Sonora Investment Management Group, LLC 4 548 −3,44 2 584 6,74
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 26 130 −4,11 14 842 5,98
2025-08-12 13F NDVR, Inc. 2 948 −1,57 1 675 8,77
2025-08-14 13F Riggs Asset Managment Co. Inc. 413 −26,51 235 −19,03
2025-08-05 13F Westside Investment Management, Inc. 519 −29,58 295 −22,22
2025-08-11 13F Empowered Funds, LLC 7 633 −65,63 4 336 −62,02
2025-08-11 13F NewEdge Wealth, LLC 45 450 −2,91 26 420 9,82
2025-07-18 13F Northstar Group, Inc. 34 282 −0,36 19 473 10,14
2025-07-17 13F Prepared Retirement Institute LLC 9 267 −4,51 5 264 5,53
2025-07-25 13F Almanack Investment Partners, LLC. 1 565 −44,62 889 −38,77
2025-08-06 13F Convergence Financial, LLC 773 −13,24 439 −4,16
2025-08-13 13F Philadelphia Trust Co 21 773 −25,62 12 −20,00
2025-07-15 13F Kagan Cocozza Asset Management 0 −100,00 0
2025-07-17 13F ERn Financial, LLC 10 513 −0,61 5 971 9,86
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial 996 031 −13,50 565 775 −4,39
2025-05-14 13F Dixon Mitchell Investment Counsel Inc. 0 −100,00 0
2025-08-11 13F Sierra Capital LLC 109 265 −5,04 62 5,08
2025-07-10 13F Professional Financial Advisors, LLC 10 922 −49,98 6 204 −44,71
2025-07-28 13F Delap Wealth Advisory, Llc 1 333 −20,94 757 −12,59
2025-04-30 13F Genus Capital Management Inc. Put 0 −100,00 0 −100,00
2025-08-13 13F Allegheny Financial Group LTD 1 088 −8,11 618 1,64
2025-07-16 13F Cahaba Wealth Management, Inc. 1 166 −6,04 662 3,92
2025-08-14 13F Bakala Capital Management LLC 5 789 −2,93 3 288 7,31
2025-07-29 13F JTC Employer Solutions Trusteee Ltd 8 055 −8,85 5 0,00
2025-07-22 13F IFS Advisors, LLC 265 −8,30 151 1,35
2025-08-04 13F REDW Wealth LLC 0 −100,00 0
2025-07-18 13F Mountain Pacific Investment Advisers Inc/id 1 030 −8,44 585 1,21
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 23 098 −7,16 13 120 2,62
2025-08-28 NP SIRAX - Sierra Tactical All Asset Fund Class A 0 −100,00 0 −100,00
2025-08-12 13F Accredited Wealth Management, LLC 205 −4,65 117 5,45
2025-07-31 13F Guardian Wealth Advisors, LLC 775 −1,52 440 8,91
2025-08-07 13F Sierra Ocean, Llc 2 299 −5,55 1 306 4,48
2025-08-15 13F Orcam Financial Group 2 555 −10,07 1 451 −0,55
2025-08-13 13F American Investment Services, Inc. 9 375 −21,34 5 325 −13,05
2025-08-26 NP Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4 430 −3,99 2 516 6,12
2025-07-30 13F Dupree Financial Group, LLC 1 628 −1,27 925 9,09
2025-08-14 13F Talon Private Wealth, LLC 4 456 −3,94 2 531 6,17
2025-08-14 13F Vivaldi Capital Management, LLC 7 973 −3,35 4 529 6,82
2025-07-25 13F Joel Adams & Associates, Inc. 33 232 −6,37 18 877 3,50
2025-08-14 13F Destination Wealth Management 10 775 −4,39 6 120 5,68
2025-04-24 13F Mcdaniel Terry & Co 0 −100,00 0
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 150 902 −0,45 85 717 10,03
2025-05-14 13F Heritage Wealth Partners, LLC 601 −1,48 309 −6,10
2025-04-17 13F Authentikos Wealth Advisory, LLC 0 −100,00 0
2025-08-20 13F Forefront Wealth Partners, LLC 1 642 −61,12 885 −59,26
2025-04-30 13F Fullcircle Wealth Llc 0 −100,00 0
2025-07-23 13F Ami Investment Management Inc 7 192 −2,73 4 085 7,53
2025-08-15 13F Stonebridge Capital Advisors LLC 4 590 −0,33 2 607 10,19
2025-04-28 13F Buffington Mohr McNeal 4 036 −2,63 2 074 −7,12
2025-08-14 13F IHT Wealth Management, LLC 24 412 −2,39 13 866 7,89
2025-04-25 13F J.Safra Asset Management Corp 0 −100,00 0
2025-08-12 13F Waddell & Associates, Llc 5 671 −6,23 3 221 3,64
2025-07-29 13F Axis Capital Holdings Ltd 413 884 −4,34 235 099 5,73
2025-08-12 13F Peachtree Investment Partners, LLC 21 861 −9,26 12 417 0,30
2025-08-07 13F Rollins Financial Advisors, LLC 421 −0,24 239 10,65
2025-07-29 13F CapWealth Advisors, LLC 2 197 −0,99 1 248 9,39
2025-08-14 13F Optiver Holding B.V. 0 −100,00 0
2025-08-06 13F Vantage Financial Partners, LLC 4 058 −50,27 2 305 −45,03
2025-07-17 13F Capital Insight Partners, Llc 422 −0,47 240 10,14
2025-07-24 13F Columbia Advisory Partners Llc 0 −100,00 0 −100,00
2025-07-29 NP JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 38 989 −21,36 21 123 −22,02
2025-07-22 13F Hickory Asset Management, Inc. 18 625 −0,99 10 579 9,43
2025-08-14 13F Core Wealth Advisors, Inc. 39 868 −0,57 22 646 9,91
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. 16 445 −4,03 9 341 6,08
2025-08-04 13F Partners in Financial Planning 10 616 −0,13 6 030 10,38
2025-05-07 13F Spectrum Wealth Counsel, LLC 195 −20,41 100 −24,24
2025-07-08 13F Adamsbrown Wealth Consultants Llc 2 502 −4,32 1 421 5,81
2025-08-14 13F LifePlan Investment Advisors, Inc. 14 728 −12,55 8 366 −3,34
2025-08-06 13F Financial Advisory Corp /ut/ /adv 2 267 −1,56 1 0,00
2025-08-13 13F New Harbor Financial Group, LLC 0 −100,00 0
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 136 061 −11,44 77 287 −2,11
2025-08-14 13F Napa Wealth Management 534 −36,65 303 −30,02
2025-08-08 13F Austin Wealth Management, LLC 1 739 −49,93 1 011 −42,09
2025-07-14 13F Toth Financial Advisory Corp 1 949 −5,94 1 107 4,04
2025-08-13 13F Clarkston Capital Partners, LLC 6 104 −0,10 3 467 10,45
2025-05-02 13F Ndwm Llc 0 −100,00 0
2025-08-06 13F Wsfs Capital Management, Llc 20 537 −24,07 11 666 −16,08
2025-07-08 13F Northstar Advisory Group, LLC 3 633 −0,98 2 064 9,44
2025-08-13 13F Orleans Capital Management Corp/la 703 −15,10 399 −6,12
2025-07-23 13F Charter Trust Co 1 050 −1,78 596 8,56
2025-08-01 NP SAPEX - Spectrum Advisors Preferred Fund Investor Class Shares 2 700 −6,90 1 534 2,89
2025-08-11 13F Atlantic Private Wealth, LLC 534 −27,84 303 −20,26
2025-07-09 13F Dynamic Advisor Solutions LLC 21 854 −17,23 12 414 −8,51
2025-07-24 13F True Link Financial Advisors, LLC 585 −27,51 332 −19,81
2025-07-10 13F Arkfeld Wealth Strategies, L.L.C. 2 784 −1,07 1 589 13,11
2025-05-22 13F BOS Asset Management, LLC 0 −100,00 0
2025-08-06 13F Stonebridge Financial Planning Group, LLC 2 914 −2,18 1 655 8,17
2025-08-12 13F Tableaux Llc 0 −100,00 0
2025-08-11 13F Pineridge Advisors LLC 766 −5,32 435 4,82
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 582 195 −4,94 330 704 5,07
2025-08-14 13F Sunbelt Securities, Inc. 1 070 −29,42 576 −25,96
2025-07-31 13F Jordan Park Group LLC 16 857 −7,24 9 575 2,53
2025-08-14 13F Kinloch Capital, LLC 7 226 −20,30 4 105 −11,91
2025-08-11 13F Powers Capital, LLC 350 822 −1,32 199 277 9,08
2025-07-24 13F Financial Connections Group, Inc. 1 627 −3,04 1
2025-08-11 13F Cordatus Wealth Management LLC 0 −100,00 0
2025-07-17 13F Keystone Global Partners, LLC 5 930 −8,30 3 368 1,35
2025-07-28 13F Galilei Investment Office LLP 75 615 −3,94 42 189 6,75
2025-08-06 13F OneAscent Wealth Management LLC 2 722 −12,90 2 0,00
2025-07-23 13F InTrack Investment Management Inc 7 185 −57,67 4 081 −53,22
2025-08-13 13F Nicolet Advisory Services, Llc 25 040 −0,20 14 309 18,31
2025-08-06 13F Thompson Siegel & Walmsley Llc 47 711 −1,97 27 8,00
2025-07-31 13F Pullen Investment Management, LLC 18 663 −1,43 10 601 8,95
2025-08-06 13F Aspect Partners, LLC 328 −87,46 186 −86,15
2025-08-07 13F Traynor Capital Management, Inc. 14 739 −6,60 8 368 3,19
2025-08-13 13F Md Sass Investors Services Inc 0 −100,00 0
2025-08-14 13F Helium Advisors LLC 28 376 −2,92 16 119 7,30
2025-08-14 13F Financial Engines Advisors L.L.C. 19 805 −27,71 11 250 −20,10
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 528 000 −1,31 299 920 9,08
2025-07-01 13F BancFirst Trust & Investment Management 18 898 −1,18 10 714 9,68
2025-07-14 13F Southland Equity Partners LLC 7 773 −0,75 4 415 9,72
2025-07-21 13F AIFG Consultants Ltd. 2 077 −4,77 1 180 5,27
2025-08-12 13F Wealthbridge Capital Management, Llc 1 736 −2,25 986 8,11
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 5 536 −8,48 3 145 1,16
2025-08-12 13F Prudential Financial Inc 1 250 −57,63 710 −53,17
2025-07-28 13F Nadler Financial Group, Inc. 108 347 −4,43 61 544 5,64
2025-05-06 13F Westover Capital Advisors, LLC 0 −100,00 0 −100,00
2025-05-13 13F Measured Risk Portfolios, Inc. 0 −100,00 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 6 021 −25,47 3 420 −17,61
2025-08-12 13F Putnam Fl Investment Management Co 17 221 −1,53 9 782 8,85
2025-08-08 13F Wiser Advisor Group LLC 8 693 −6,78 4 938 3,03
2025-07-31 13F West Michigan Advisors, Llc 10 289 −0,29 5 863 10,54
2025-08-14 13F Hilltop Holdings Inc. 4 710 −63,13 2 675 −59,25
2025-07-14 13F CJM Wealth Advisers, Ltd. 164 485 −3,81 93 433 6,32
2025-04-28 NP James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 0 −100,00 0 −100,00
2025-08-14 13F Douglass Winthrop Advisors, LLC 9 711 −6,97 5 516 2,82
2025-08-12 13F Graham Capital Wealth Management, Llc 619 −18,98 352 −10,46
2025-07-18 13F Magnolia Private Wealth, LLC 2 466 −5,52 1 401 4,40
2025-07-21 13F New Century Financial Group, LLC 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 366 921 −10,40 208 422 −0,97
2025-08-11 13F TRUE Private Wealth Advisors 12 221 −1,89 6 942 8,44
2025-07-16 13F Evergreen Private Wealth LLC 0 −100,00 0
2025-08-13 13F Jump Financial, LLC 0 −100,00 0
2025-07-28 13F Bridges Investment Management Inc 29 366 −0,57 16 681 9,90
2025-07-22 13F Capital Advisors Inc/ok 4 402 −13,28 2 500 −4,14
2025-08-06 13F Savant Capital, LLC 300 632 −3,91 170 768 6,21
2025-07-21 13F Triad Wealth Partners, LLC 25 014 −23,58 14 209 −15,53
2025-04-11 13F Hudson Valley Investment Advisors Inc /adv 0 −100,00 0 −100,00
2025-04-22 13F Absher Wealth Management, Llc 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 327 430 −7,90 185 990 1,79
2025-07-09 13F Aaron Wealth Advisors LLC 8 783 −3,87 4 989 6,26
2025-08-12 13F/A Giverny Capital Inc. 0 −100,00 0 −100,00
2025-08-06 13F Modera Wealth Management, LLC 27 333 −0,40 15 526 10,10
2025-08-05 13F Levin Capital Strategies, L.p. 2 804 −0,57 1 593 9,87
2025-08-13 13F Dodge & Cox 1 200 −25,51 682 −17,75
2025-08-07 13F Apeiron RIA LLC 4 772 −1,43 2 711 8,97
2025-08-04 13F Cottage Street Advisors LLC 1 054 −5,30 599 4,73
2025-08-06 13F Centerpoint Advisory Group 1 029 −7,88 584 1,92
2025-07-10 13F Stolper Co 476 −0,83 0
2025-08-13 13F ARGI Investment Services, LLC 971 841 −15,68 552 035 −6,80
2025-08-05 13F Mason Investment Advisory Services, Inc. 857 −4,57 487 5,42
2025-08-14 13F Syon Capital Llc 6 666 −11,59 3 787 −2,30
2025-07-07 13F Kings Path Partners LLC 288 −5,57 164 4,49
2025-08-08 13F Flaharty Asset Management, LLC 0 −100,00 0
2025-08-12 13F Pettyjohn, Wood & White, Inc 12 400 −1,73 7 044 8,62
2025-08-14 13F Hyperion Capital Advisors LP 7 449 −57,70 4 231 −53,24
2025-07-29 13F Riverbend Wealth Management, LLC 566 −17,01 321 −8,29
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 3 388 −1,34 1 925 13,11
2025-08-14 13F Cascades Capital Asset Management, LLC 35 685 −13,37 20 270 −4,24
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 5 417 −11,57 3 077 −2,29
2025-08-13 13F Global Endowment Management, LP 24 605 −0,72 13 976 9,74
2025-08-12 13F Pathstone Holdings, LLC 1 678 147 −0,84 950 762 9,31
2025-07-22 13F Rockingstone Advisors LLC 2 426 −1,42 1 378 9,02
2025-07-09 13F OLIO Financial Planning 1 356 −0,88 770 9,69
2025-07-02 13F Howard Financial Services, Ltd. 947 −14,76 538 −5,61
2025-05-13 13F Heck Capital Advisors, LLC 0 −100,00 0 −100,00
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 1 381 −1,00 784 9,50
2025-08-18 13F Wolverine Trading, Llc 56 700 −25,96 32 146 −17,82
2025-07-29 13F Stordahl Capital Management, Inc. 152 785 −0,49 86 787 9,99
2025-08-14 13F First Financial Bankshares Inc 12 414 −31,98 7 052 −24,81
2025-07-21 13F Tilia Fiduciary Partners, Inc. 1 538 −0,26 873 10,23
2025-07-25 13F R. W. Roge & Company, Inc. 54 176 −10,54 31 −3,23
2025-07-25 13F Total Clarity Wealth Management, Inc. 1 655 −45,60 940 −42,65
2025-07-17 13F Mustard Seed Financial, LLC 2 232 −7,69 1 268 2,01
2025-07-24 13F MA Private Wealth 145 075 −17,69 82 407 −9,02
2025-08-11 13F Slagle Financial, LLC 3 753 −1,81 2 132 8,55
2025-07-15 13F GSB Wealth Management, LLC 1 705 −35,27 968 −28,46
2025-08-06 13F Commonwealth Equity Services, Llc 1 504 556 −0,39 855 10,05
2025-08-06 13F SNS Financial Group, LLC 1 356 −32,94 773 −25,70
2025-07-15 13F Burns Matteson Capital Management, LLC 927 −3,44 526 6,69
2025-08-11 13F Nordwand Advisors, LLC 0 −100,00 0
2025-08-01 13F Centerpoint Advisors, LLC 473 −1,66 0
2025-05-01 13F Quest 10 Wealth Builders, Inc. 12 986 −1,71 6 723 −5,55
2025-08-18 13F/A Westwood Holdings Group Inc 1 969 −5,34 1 118 4,68
2025-07-09 13F Riversedge Advisors, Llc 879 −0,34 499 10,15
2025-08-08 13F Fiduciary Counselling Inc 0 −100,00 0
2025-08-06 13F Cm Wealth Advisors Llc 40 521 −5,28 23 088 5,02
2025-08-12 13F Lodestone Wealth Management LLC 1 057 −0,38 600 10,09
2025-08-26 NP EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 224 520 −14,42 127 534 −5,41
2025-07-25 13F SPC Financial, Inc. 1 020 −2,58 579 7,82
2025-07-09 13F Sapient Capital Llc 22 923 −2,82 13 061 7,74
2025-07-15 13F Oak Root LLC 62 595 −0,93 35 556 9,50
2025-08-11 13F Inspire Advisors, LLC 1 271 −0,47 722 9,91
2025-08-12 13F Financial Advocates Investment Management 5 300 −45,13 3 011 −39,35
2025-07-14 13F Narus Financial Partners, LLC 3 544 −15,50 2 013 −6,59
2025-08-11 13F FineMark National Bank & Trust 25 257 −22,29 14 347 −14,11
2025-08-13 13F Capital Counsel Llc/ny 488 −6,69 277 3,36
2025-05-14 13F WCG Wealth Advisors LLC 0 −100,00 0
2025-07-25 13F Inman Jager Wealth Management, LLC 2 775 −0,14 1 576 10,36
2025-07-22 13F Kickstand Ventures, Llc. 74 770 −10,35 42 472 −0,91
2025-07-28 13F Aries Wealth Management 3 707 −11,29 2 106 −1,96
2025-07-21 13F Warner Financial, Inc 11 903 −4,94 7 0,00
2025-08-15 13F Chapman Financial Group, Llc 2 393 −18,30 1 359 −13,88
2025-08-14 13F Modern Wealth Management, LLC 77 317 −0,21 43 918 10,30
2025-08-08 13F Empower Advisory Group, LLC 14 031 −10,55 7 970 −1,14
2025-08-13 13F Grantvest Financial Group LLC 4 798 −0,29 2 725 10,23
2025-08-14 13F Newport Capital Group, LLC 702 −1,13 401 9,26
2025-07-10 13F Triangle Securities Wealth Management 0 −100,00 0
2025-07-08 13F Parisi Gray Wealth Management 68 845 −1,05 39 106 9,36
2025-08-11 13F One Capital Management, LLC 14 032 −50,30 7 971 −45,07
2025-07-23 13F Optas, LLC 102 192 −50,28 58 050 −45,05
2025-08-08 13F Truepoint, Inc. 6 654 −5,12 3 780 4,86
2025-08-11 13F Root Financial Partners, LLC 10 483 −8,31 5 954 1,33
2025-08-11 13F Plotkin Financial Advisors, LLC 1 901 −1,86 1 080 8,44
2025-08-11 13F PAX Financial Group, LLC 11 757 −0,83 6 678 9,62
2025-07-21 13F Abundance Wealth Counselors 1 430 −4,92 1
2025-07-08 13F Braun-Bostich & Associates Inc. 9 182 −40,07 5 216 −33,76
2025-05-07 13F University Of Texas/texas Am Investment Managment Co 0 −100,00 0
2025-07-15 13F Xcel Wealth Management, LLC 8 096 −2,02 4 599 8,29
2025-07-25 13F Hazlett, Burt & Watson, Inc. 883 −73,78 1 −100,00
2025-07-15 13F Traction Financial Partners, LLC 23 463 −4,44 13 328 5,62
2025-08-06 13F Wedbush Securities Inc 565 370 −6,33 321 3,55
2025-07-21 13F Financial Services Advisory Inc 6 868 −83,02 3 901 −81,23
2025-07-22 13F Global Strategic Investment Solutions, LLC 5 556 −0,04 3 156 10,47
2025-08-07 13F W Advisors, Llc 0 −100,00 0
2025-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 0 −100,00 0
2025-07-21 13F J. Safra Sarasin Holding AG 191 153 −4,47 108 581 5,59
2025-07-24 13F Strengthening Families & Communities, LLC 453 −4,63 233 −2,11
2025-08-15 13F Manhattan West Asset Management, LLC 434 −2,47 247 7,86
2025-07-25 13F Atria Wealth Solutions, Inc. 94 258 −49,25 53 757 −43,68
2025-07-29 13F Empirical Asset Management, LLC 702 −0,14 399 10,25
2025-07-24 13F Live Oak Investment Partners 649 −5,12 369 4,84
2025-08-14 13F ICONIQ Capital, LLC 15 588 −0,23 8 854 10,28
2025-08-06 13F Kedalion Capital Management LLP 0 −100,00 0 −100,00
2025-08-05 13F American Institute for Advanced Investment Management, LLP 923 −0,43 524 10,08
2025-08-28 NP RSEE - Rareview Systematic Equity ETF 44 416 −16,69 25 230 −7,91
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 2 285 −24,71 1 298 −16,81
2025-07-17 13F LifeGoal Wealth Advisors 1 595 −45,91 906 −36,20
2025-07-16 13F Maridea Wealth Management LLC 3 067 −45,56 1 742 −39,83
2025-08-14 13F Windsor Advisory Group, LLC 3 −99,54 2 −99,70
2025-08-12 13F Barings Llc 35 299 −11,13 20 051 −1,78
2025-07-09 13F Channel Wealth Llc 6 629 −0,51 3 765 9,96
2025-08-07 13F Curtis Advisory Group, LLC 858 −3,81 487 6,33
2025-07-09 13F Keystone Wealth Services, LLC 12 365 −14,01 7 024 −4,95
2025-07-30 13F MEMBERS Trust Co 9 917 −4,52 5 633 5,55
2025-06-26 NP HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 31 416 −0,59 16 014 −8,42
2025-07-21 13F Matauro, Llc 1 630 −0,18 926 10,25
2025-07-17 13F New Covenant Trust Company, N.A. 6 116 −0,55 3 467 10,38
2025-07-17 13F Lauterbach Financial Advisors, LLC 527 −9,91 299 −0,33
2025-08-13 13F Advocacy Wealth Management Services, LLC 3 661 −69,23 2 080 −66,00
2025-07-28 13F Verisail Partners, LLC 2 701 −0,37 1 534 10,12
2025-07-31 13F Rational Advisors Llc 39 499 −3,27 22 437 6,92
2025-04-21 13F Catalina Capital Group, LLC 0 −100,00 0
2025-08-12 13F Amitell Capital Pte Ltd 0 −100,00 0
2025-07-31 13F Whipplewood Advisors, LLC 474 −16,25 269 33,17
2025-07-16 13F Signature Resources Capital Management, LLC 1 097 −14,76 623 −5,75
2025-07-22 13F Clarius Group, LLC 205 134 −4,64 116 522 5,41
2025-08-08 13F D'Orazio & Associates, Inc. 12 262 −0,19 6 965 10,33
2025-07-25 13F Bill Few Associates, Inc. 6 916 −1,90 3 929 8,42
2025-07-15 13F MCF Advisors LLC 502 902 −8,48 286 333 1,39
2025-07-24 13F West Bancorporation Inc 15 647 −3,65 8 888 6,49
2025-07-29 13F Sentry Investment Management Llc 18 451 −3,00 11 25,00
2025-08-13 13F Stenger Family Office, LLC 1 353 −12,54 789 −5,40
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-08-05 13F Bank of New York Mellon Corp 662 972 −3,03 376 588 7,18
2025-05-08 13F Investment House Llc 0 −100,00 0 −100,00
2025-07-09 13F Sivia Capital Partners, LLC 20 641 −0,26 11 725 10,25
2025-05-05 13F Bingham Private Wealth, Llc 0 −100,00 0
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 69 717 −1,05 39 601 9,37
2025-07-24 13F IFP Advisors, Inc 41 889 −2,19 23 792 8,09
2025-07-11 13F Caldwell Securities, Inc 910 −22,82 517 −14,71
2025-07-25 13F Landmark Wealth Management, LLC 67 846 −1,75 39 8,57
2025-07-25 13F Northwest Capital Management Inc 1 361 −3,95 773 6,19
2025-08-08 13F SBI Securities Co., Ltd. 380 187 −0,32 215 958 10,17
2025-08-11 13F Brown Wealth Management, Llc 967 −13,43 549 −4,36
2025-08-13 13F BCJ Capital Management, LLC 26 373 −52,22 14 981 −47,18
2025-07-22 13F Rocky Mountain Advisers, Llc 5 121 −43,07 2 909 −37,10
2025-08-14 13F West Coast Financial LLC 0 −100,00 0 −100,00
2025-07-11 13F Busey Wealth Management 21 953 −65,87 12 470 −62,28
2025-08-08 13F Maple Capital Management, Inc. 2 231 −3,00 1 267 7,28
2025-07-22 13F Miracle Mile Advisors, LLC 132 765 −3,54 75 414 6,61
2025-07-29 13F John G Ullman & Associates Inc 6 923 −1,76 3 932 8,59
2025-07-29 13F Liquid Strategies, LLC 526 660 −19,18 299 159 −10,67
2025-07-07 13F Teamwork Financial Advisors, LLC 3 170 −3,24 1 801 6,95
2025-07-18 13F Northeast Financial Group, Inc. 1 892 −15,08 1 075 −6,20
2025-07-24 13F Ulland Investment Advisors, LLC 1 145 −5,06 1
2025-08-05 13F Tiaa Trust, National Association 773 577 −4,92 439 415 5,09
2025-04-25 13F Oceanside Advisors LLC 0 −100,00 0
2025-07-23 13F WoodTrust Financial Corp 0 −100,00 0
2025-08-13 13F Wrenne Financial Planning LLC 701 −38,29 398 −31,73
2025-07-08 13F Juncture Wealth Strategies, Llc 2 093 −1,23 1 189 9,19
2025-07-09 13F Intelligence Driven Advisers, LLC 1 140 −62,94 648 −59,05
2025-07-14 13F Signature Securities Group Corporation 10 447 −7,01 5 952 3,10
2025-07-31 13F Hoge Financial Services, Llc 1 181 −2,32 671 7,89
2025-08-13 13F Victory Financial Group, Llc 30 260 −17,26 17 188 −6,56
2025-08-28 13F/A Lavaca Capital Llc 3 207 −31,72 1 822 −24,53
2025-08-14 13F Nan Shan Life Insurance Co., Ltd. 56 154 −5,72 31 897 4,21
2025-07-17 13F SC&H Financial Advisors, Inc. 763 −21,34 433 −13,05
2025-05-13 13F SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0 −100,00 0
2025-08-07 13F Private Advisory Group LLC 5 671 −0,63 3 221 9,86
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-05 13F Financial Sense Advisors, Inc. 62 451 −18,70 35 474 −10,14
2025-07-11 13F Butensky & Cohen Financial Security, Inc 639 −1,54 363 8,71
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 78 813 −9,37 44 768 0,18
2025-07-24 13F Stonebridge Financial Group, LLC 3 615 −9,15 2 053 0,44
2025-07-28 13F WealthPLAN Partners, LLC 1 856 −19,30 1 054 −10,75
2025-07-10 13F Sharkey, Howes & Javer 11 348 −48,77 6 446 −43,38
2025-08-11 13F Wbi Investments, Inc. 0 −100,00 0
2025-07-24 13F Advanced Asset Management Advisors Inc 87 564 −0,39 49 739 10,10
2025-08-07 13F Peninsula Asset Management Inc 480 −27,82 273 −20,23
2025-08-11 13F Blue Bell Private Wealth Management, Llc 11 180 −5,57 6 350 4,37
2025-07-24 13F NavPoint Financial, Inc. 16 031 −1,89 9 106 8,44
2025-08-06 13F Rialto Wealth Management, LLC 38 823 −0,27 22 053 10,23
2025-08-01 13F Koss-Olinger Consulting, LLC 7 233 −1,36 4 109 8,99
2025-08-14 13F Ategra Capital Management, LLC 18 224 −17,07 10 352 −8,33
2025-08-12 13F Triune Financial Partners, LLC 0 −100,00 0
2025-08-01 13F Delta Investment Management, LLC 0 −100,00 0
2025-08-13 13F Harfst & Associates, Inc. 4 094 −4,08 2 326 6,02
2025-08-01 13F Tevis Investment Management 1 055 −4,95 601 0,50
2025-08-05 13F Greater Midwest Financial Group, LLC 418 −19,46 238 −10,90
2025-08-11 13F Retirement Capital Strategies 25 503 −65,98 14 486 −62,40
2025-07-21 13F Ascent Group, LLC 29 790 −2,24 16 922 8,06
2025-08-13 13F Certior Financial Group, Llc 0 −100,00 0
2025-08-13 13F Aufman Associates Inc 61 870 −0,84 35 144 9,61
2025-08-20 NP POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares 44 977 −4,79 25 548 5,23
2025-08-14 13F Advisor OS, LLC 161 485 −1,74 91 728 8,61
2025-07-21 13F Clarity Capital Partners LLC 5 342 −34,56 3 034 −27,68
2025-08-05 13F Telos Capital Management, Inc. 907 −7,45 515 2,39
2025-05-14 13F Monterey Private Wealth, Inc. 12 036 −3,56 6 186 −8,02
2025-07-21 13F Ameritas Advisory Services, LLC 24 157 −33,27 13 722 −28,12
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2 10 013 −3,05 5 688 7,16
2025-08-06 13F Genus Capital Management Inc. 12 651 −0,40 7 186 10,10
2025-08-12 13F Richard W. Paul & Associates, LLC 0 −100,00 0
2025-08-11 13F TD Waterhouse Canada Inc. 41 644 −35,06 23 638 −28,51
2025-08-13 13F HAP Trading, LLC Call 5 800 −13,43 280 29,17
2025-04-22 13F Jmac Enterprises Llc 0 −100,00 0
2025-07-15 13F Perennial Advisors, LLC 1 877 −0,16 1 066 10,35
2025-07-21 13F Future Financial Wealth Managment LLC 20 208 −1,35 11 478 9,03
2025-07-29 13F DeDora Capital, Inc. 24 814 −2,11 14 095 8,19
2025-08-11 13F HHM Wealth Advisors, LLC 2 667 −1,51 1 515 8,84
2025-08-04 13F Daymark Wealth Partners, Llc 82 672 −14,01 46 960 −4,96
2025-08-14 13F Arete Wealth Advisors, LLC 30 843 −9,60 18 0,00
2025-08-04 13F Pinnacle Associates Ltd 17 128 −2,41 9 729 7,87
2025-05-13 13F CacheTech Inc. 20 043 −7,82 10 300 −12,08
2025-08-12 13F Trivant Custom Portfolio Group, LLC 1 247 −13,82 708 −4,71
2025-07-11 13F Myecfo, Llc 5 001 −0,36 2 841 9,69
2025-07-11 13F Andrews, Lucia Wealth Management Llc 0 −100,00 0
2025-08-04 13F Capital Performance Advisors Llp 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB 48 100 −0,82 27 322 9,62
2025-08-12 13F Trexquant Investment LP 555 −66,42 315 −62,90
2025-07-14 13F Hoey Investments, Inc 319 −16,93 181 −8,12
2025-07-22 13F Blue Square Asset Management, Llc 31 643 −5,34 17 974 4,63
2025-07-31 13F Opus Capital Group, LLC 266 482 −0,19 151 10,22
2025-08-14 13F Headinvest, Llc 4 342 −33,53 2 466 −26,52
2025-08-01 13F Garland Capital Management Inc 36 −50,00 20 −45,95
2025-08-28 NP ELM - Elm Market Navigator ETF 1 624 −75,98 922 −73,46
2025-07-14 13F Sound Stewardship, LLC 612 −0,49 348 9,81
2025-08-12 13F Zacks Investment Management 7 270 −7,86 4 129 1,85
2025-07-24 13F Antonelli Financial Advisors, LLC 802 −0,37 456 10,17
2025-07-29 13F Aire Advisors, Llc 413 −0,48 234 9,86
2025-07-29 13F Mountain Capital Investment Advisors, Inc 1 106 −11,87 628 −0,48
2025-04-29 13F New Capital Management LP 0 −100,00 0
2025-05-29 13F/A Legal & General Group Plc 0 −100,00 0 −100,00
2025-07-09 13F Brand Asset Management Group, Inc. 1 996 −21,20 1 134 −12,91
2025-06-26 NP ARP - PMV Adaptive Risk Parity ETF 7 691 −55,71 3 920 −59,20
2025-07-24 NP SPDAX - DWS Multi-Asset Conservative Allocation Fund Class A 3 537 −63,89 1 916 −64,19
2025-08-14 13F Stage Harbor Financial, Llc 523 −75,65 297 −73,07
2025-07-17 13F Lakewood Asset Management LLC 1 386 −2,46 787 7,81
2025-07-17 13F Tritonpoint Wealth, Llc 40 675 −0,72 23 176 10,08
2025-08-07 13F Panoramic Investment Advisors, Llc 4 753 −6,25 2 700 3,61
2025-07-22 13F My Personal CFO, LLC 8 615 −4,96 4 894 5,05
2025-08-04 13F B&l Asset Management Llc 3 336 −0,54 1 895 9,98
2025-07-09 13F Pallas Capital Advisors LLC 13 111 −0,41 7 447 10,08
2025-08-08 13F Financial Life Planners 696 −3,60 395 6,47
2025-08-18 13F V2 Financial group LLC 2 386 −2,65 1 356 7,63
2025-07-21 13F Tower View Investment Management & Research LLC 1 123 −3,61 638 6,52
2025-08-07 13F Commerce Bank 107 043 −19,81 60 804 −11,37
2025-08-04 13F Premier Path Wealth Partners, LLC 2 990 −0,63 1 698 9,83
2025-08-14 13F Glenview Trust Co 27 548 −3,36 15 648 6,81
2025-07-14 13F Sellwood Investment Partners LLC 74 670 −2,43 42 415 7,84
2025-07-09 13F Sunpointe, LLC 11 536 −2,58 6 572 8,00
2025-08-06 13F Walkner Condon Financial Advisors LLC 26 184 −7,71 14 873 2,01
2025-07-31 13F Perissos Private Wealth Management, LLC 1 284 −92,50 729 −91,72
2025-07-24 13F GFG Capital, LLC 840 −34,88 477 −28,05
2025-08-14 13F Marshall Investment Management, Llc 1 709 −30,73 971 −23,44
2025-07-08 13F Ehrlich Financial Group 517 −21,31 294 −13,06
2025-07-16 13F Investment Partners Asset Management, Inc. 593 −1,66 337 8,74
2025-08-04 13F Great Lakes Retirement, Inc. 0 −100,00 0
2025-06-03 13F/A First National Bank Of Omaha 45 592 −1,45 23 430 15,96
2025-07-07 13F Park Edge Advisors, LLC 392 −28,47 223 −21,00
2025-07-18 13F Nabity-Jensen Investment Management Inc 703 −89,99 399 10,53
2025-07-30 13F Strategic Blueprint, LLC 103 830 −0,22 58 979 10,28
2025-07-22 13F Merit Financial Group, LLC 299 850 −16,76 170 324 −7,99
2025-09-12 13F/A Valeo Financial Advisors, LLC 95 875 −0,83 54 141 8,97
2025-08-14 13F Circle Wealth Management, LLC 138 350 −5,85 78 587 4,06
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 667 −38,01 379 −31,52
2025-07-09 13F Hummer Financial Advisory Services Inc 513 −4,65 292 5,80
2025-08-13 13F Mcmorgan & Co Llc 17 696 −4,86 10 052 5,16
2025-07-25 13F Evolution Advisers, Inc. 2 448 −3,51 1 0,00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F 19 000 −13,64 10 793 −4,55
2025-05-14 13F Laffer Investments 0 −100,00 0
2025-07-14 13F Sterling Group Wealth Management, LLC 6 381 −0,44 3 625 10,05
2025-07-24 13F Riverchase Wealth Management, Llc 7 127 −0,89 4 048 9,55
2025-05-14 13F Peak6 Llc Call 0 −100,00 0 −100,00
2025-04-21 13F Roman Butler Fullerton & Co 0 −100,00 0
2025-08-14 13F Sterling Wealth Management, Inc. 0 −100,00 0
2025-07-22 13F Cullinan Associates Inc 6 570 −16,09 3 732 −7,26
2025-07-18 13F Vicus Capital 28 579 −10,32 16 234 −0,87
2025-07-21 13F Consilium Wealth Advisory, LLC 1 363 −2,85 774 7,35
2025-08-04 13F Ledyard National Bank 1 264 −2,32 718 7,82
2025-07-25 13F Hassell Wealth Management, LLC 2 944 −7,88 1 716 8,34
2025-07-28 13F Baker Boyer National Bank 3 563 −10,77 2 024 −1,41
2025-08-19 13F Element Pointe Advisors, Llc 14 749 −46,26 8 378 −40,61
2025-08-14 13F Leisure Capital Management 430 −41,10 244 −34,93
2025-08-07 13F Tilson Financial Group, Inc. 0 −100,00 0
2025-08-15 13F E Fund Management Co., Ltd. 935 −33,12 531 −26,04
2025-08-28 NP GPSTX - GuidePath(R) Growth Allocation Fund Service Shares 392 623 −1,54 223 022 8,83
2025-05-15 13F Alexis Investment Partners, LLC 0 −100,00 0
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