IJR / iShares Trust - iShares Core S&P Small-Cap ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Core S&P Small-Cap ETF
US ˙ ARCA ˙ US4642878049

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
(%)
2025-03-21 13F Prostatis Group LLC 0 −100,00 0 −100,00
2025-08-11 13F Vanguard Group Inc 28 337 −1,54 3 097 2,89
2025-08-14 13F Garden State Investment Advisory Services LLC 2 839 −6,43 311 −2,21
2025-05-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-07-31 13F Darden Wealth Group Inc 13 350 −8,22 1 459 −4,08
2025-08-12 13F Quadcap Wealth Management, LLC 16 183 −0,99 1 769 3,45
2025-05-15 13F Occidental Asset Management, LLC 0 −100,00 0
2025-04-29 13F Hm Payson & Co 46 444 −4,41 4 857 −13,24
2025-07-17 13F Coastline Trust Co 24 494 −32,50 2 677 −29,47
2025-05-01 13F Quest 10 Wealth Builders, Inc. 21 708 −2,52 2 330 −9,16
2025-08-13 13F Beacon Pointe Advisors, LLC 143 437 −4,66 15 676 −0,36
2025-08-08 13F Hudock, Inc. 274 540 −2,81 30 005 1,57
2025-07-30 13F Birch Hill Investment Advisors LLC 240 394 −10,05 26 273 −5,99
2025-08-07 13F Cvfg Llc 3 745 −0,24 409 4,34
2025-08-14 13F Tudor Financial Inc. 10 050 −16,61 1 098 −12,86
2025-08-04 13F REDW Wealth LLC 2 260 −2,80 247 1,23
2025-08-08 13F Larson Financial Group LLC 7 566 −19,55 827 −15,97
2025-08-13 13F Sepio Capital, LP 15 696 −33,71 1 715 −30,74
2025-08-13 13F Per Stirling Capital Management, LLC. 73 235 −17,62 8 004 −13,91
2025-08-18 13F Wolverine Trading, Llc Put 5 600 −47,17 613 −44,37
2025-08-18 13F Wolverine Trading, Llc Call 36 300 −14,99 3 974 −10,52
2025-07-09 13F Southern Style Financial, Inc. 0 −100,00 0
2025-04-17 13F Life Planning Partners, Inc 0 −100,00 0 −100,00
2025-08-06 13F Strategic Financial Partners, Ltd. 45 048 −29,89 4 923 −26,73
2025-08-14 13F Citadel Advisors Llc 163 901 −49,29 17 913 −47,00
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 74 862 −0,11 8 182 4,39
2025-07-11 13F Hilltop Wealth Advisors, Llc 0 −100,00 0
2025-07-29 13F BKD Wealth Advisors, LLC 138 005 −2,04 15 083 2,38
2025-07-14 13F Opal Wealth Advisors, LLC 2 762 −75,07 302 −74,01
2025-08-05 13F AAFCPAs Wealth Management, LLC 13 030 −39,43 1 424 −36,68
2025-06-27 13F/A Goldman Sachs Group Inc Put 0 −100,00 0 −100,00
2025-07-17 13F Clear Point Advisors Inc. 4 409 −1,98 482 2,34
2025-08-01 13F Redmond Asset Management, LLC 2 934 −22,15 321 −18,78
2025-08-14 13F LaSalle St. Investment Advisors, LLC 35 117 −8,11 4 0,00
2025-07-23 13F Trustees of Dartmouth College 174 600 −30,16 19 082 −27,01
2025-08-01 13F Banco Santander, S.A. 0 −100,00 0
2025-07-17 13F Western Financial Corp/CA 0 −100,00 0
2025-07-25 13F Investment Advisory Group, LLC 117 525 −0,14 12 844 4,36
2025-07-21 13F Sageworth Trust Co 121 030 −31,61 13 227 −28,52
2025-08-14 13F Df Dent & Co Inc 0 −100,00 0
2025-07-25 13F Community Bank, N.A. 116 191 −0,01 12 698 4,50
2025-08-13 13F Fiduciary Group LLC 93 231 −5,40 10 189 −1,13
2025-08-14 13F Raymond James Financial Inc 13 964 084 −0,82 1 526 135 3,66
2025-08-07 13F 49 Wealth Management, Llc 0 −100,00 0
2025-07-15 13F Graypoint LLC 238 040 −33,58 26 015 −30,58
2025-08-13 13F Capital Analysts, Inc. 96 924 −51,36 11 −50,00
2025-07-14 13F CRA Financial Services, LLC 22 936 −1,28 2 507 3,17
2025-08-08 13F Davies Financial Advisors, Inc. 10 851 −13,54 1 186 −9,68
2025-08-13 13F VestGen Advisors, LLC 39 835 −8,79 4 354 −4,66
2025-08-14 13F Wick Capital Partners, LLC 3 383 −91,50 3 806 −8,53
2025-07-22 13F Capital City Trust Co/fl 5 114 −1,26 559 3,14
2025-08-29 NP CGHIX - Timber Point Global Allocations Fund Institutional Class Shares 2 000 −77,78 219 −76,83
2025-07-07 13F RDA Financial Network 17 451 −1,56 1 907 2,91
2025-07-16 13F Octavia Wealth Advisors, LLC 3 136 −13,03 343 −9,28
2025-08-14 13F Benjamin Edwards Inc 68 984 −5,00 7 539 −0,71
2025-08-12 13F Park Square Financial Group, LLC 466 −29,29 51 −26,47
2025-08-14 13F Strategic Wealth Designers 0 −100,00 0 −100,00
2025-08-05 13F Hills Bank & Trust Co 55 612 −6,25 6 078 −2,03
2025-07-16 13F Beaumont Financial Advisors, LLC 31 524 −1,02 3 445 3,45
2025-07-31 13F Carrera Capital Advisors 15 309 −21,16 1 673 −17,59
2025-07-31 13F Catalyst Capital Advisors LLC 2 380 295 −5,53 260 142 −1,26
2025-08-15 13F Nikulski Financial, Inc. 70 589 −6,65 7 715 −2,44
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-08-11 13F Anb Bank 45 281 −4,27 4 949 0,04
2025-07-08 13F Zrc Wealth Management, Llc 51 997 −7,14 5 683 −3,00
2025-08-08 13F Emerald Investment Partners, Llc 15 765 −33,81 1 723 −30,84
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-08-14 13F Evercore Wealth Management, LLC 36 565 −0,16 3 996 4,36
2025-07-23 13F Canopy Partners, LLC 34 057 −1,06 3 722 3,42
2025-08-12 13F Twin Focus Capital Partners, Llc 19 328 −4,17 2 112 0,14
2025-07-15 13F Bank Of Stockton 151 410 −0,61 16 548 3,88
2025-07-17 13F Janney Montgomery Scott LLC 684 007 −13,41 75 −9,76
2025-06-03 13F/A First National Bank Of Omaha 21 280 −10,87 2 225 −13,89
2025-08-06 13F Moors & Cabot, Inc. 14 455 −9,32 1 580 −5,22
2025-08-04 13F HBK Sorce Advisory LLC 63 547 −2,30 6 945 2,12
2025-04-14 13F Clean Yield Group 0 −100,00 0
2025-07-29 13F Portland Financial Advisors Inc 3 228 −2,12 353 2,33
2025-08-12 13F RiverFront Investment Group, LLC 6 777 −98,84 741 −98,79
2025-08-01 13F First National Trust Co 467 501 −1,14 51 093 3,32
2025-04-25 13F Uniting Wealth Partners, LLC 0 −100,00 0
2025-04-22 13F Bright Futures Wealth Management, LLC. 8 768 −0,71 828 −20,79
2025-07-16 13F Kingsman Wealth Management, Inc. 3 939 −34,20 430 −31,20
2025-08-08 13F Creative Planning 1 283 517 −6,23 140 276 −2,00
2025-07-16 13F West Branch Capital LLC 540 −21,74 59 −18,06
2025-07-15 13F CHB Investment Group, LLC 9 365 −4,43 1 0,00
2025-08-06 13F O'Dell Group, LLC 186 450 −6,31 20 377 −2,08
2025-08-22 13F Cim Investment Mangement Inc 108 207 −50,89 11 826 −51,15
2025-07-30 13F SkyOak Wealth, LLC 66 027 −0,61 7 216 3,89
2025-08-11 13F Summit Wealth Partners, LLC 29 569 −6,39 3 232 −2,15
2025-07-09 13F Stokes Capital Advisors, LLC 6 158 −12,33 673 −8,31
2025-07-25 13F Tranquility Partners, LLC 20 803 −1,34 2 274 3,13
2025-08-11 13F Resurgent Financial Advisors LLC 11 422 −8,84 1 248 −4,73
2025-08-08 13F Mason Street Advisors, Llc 42 600 −17,44 4 656 −13,72
2025-06-18 NP NDAAX - Nationwide Investor Destinations Aggressive Fund Class A 112 333 −0,64 11 248 −16,00
2025-07-02 13F Dentgroup LLC 2 228 −37,87 244 −35,03
2025-07-28 13F Pettinga Financial Advisors, LLC 90 242 −2,05 9 863 2,38
2025-08-14 13F Potomac Fund Management Inc /adv 3 210 −3,20 358 14,74
2025-08-04 13F Mesirow Financial Investment Management, Inc. 1 435 196 −2,35 156 853 2,06
2025-04-23 13F Sabal Trust CO 35 875 −3,79 3 751 −12,69
2025-07-29 13F Fundamentun, Llc 18 317 −47,98 2 002 −45,65
2025-07-14 13F Crew Capital Management, Ltd. 7 716 −29,04 843 −25,79
2025-08-07 13F Midland Wealth Advisors Llc 14 070 −5,79 1 538 −1,54
2025-08-27 13F/A Squarepoint Ops LLC Call 4 400 −2,22 481 2,13
2025-08-06 13F AE Wealth Management LLC 23 133 −55,93 2 528 −53,94
2025-08-14 13F Fiduciary Management Inc /wi/ 0 −100,00 0
2025-07-17 13F Patton Albertson Miller Group, Llc 2 952 −17,36 323 −13,67
2025-08-04 13F AMG National Trust Bank 32 111 −1,74 3 509 2,69
2025-07-25 13F Gw Henssler & Associates Ltd 4 192 −8,63 458 −4,38
2025-08-26 13F/A Thrivent Financial For Lutherans 223 535 −48,91 24 −52,94
2025-08-07 13F Retirement Investment Advisors, Inc. 14 902 −0,05 1 629 4,43
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 146 252 −0,16 15 984 4,34
2025-07-17 13F White Pine Investment CO 62 714 −1,67 7 0,00
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 14 030 −22,17 1 533 −18,67
2025-07-22 13F Ellenbecker Investment Group 74 590 −4,56 8 152 −0,26
2025-07-21 13F Stock Yards Bank & Trust Co 9 950 −10,55 1 087 −6,53
2025-08-13 13F Baird Financial Group, Inc. 5 478 695 −3,29 598 767 1,07
2025-08-11 13F Perennial Investment Advisors, LLC 36 061 −1,96 3 941 2,47
2025-07-10 13F Tompkins Financial Corp 8 999 −6,25 984 −1,99
2025-07-25 13F Fifth Third Wealth Advisors LLC 304 645 −13,95 33 295 −10,06
2025-08-25 NP MML Series Investment Fund II - MML Blend Fund Initial Class 52 258 −2,86 5 711 1,53
2025-07-30 13F Principle Wealth Partners Llc 10 285 −96,39 1 124 −96,23
2025-08-13 13F EverSource Wealth Advisors, LLC 7 062 −25,38 772 −22,04
2025-07-29 13F Lutz Financial Services LLC 178 244 −4,51 19 480 −0,20
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 31 070 −62,15 3 396 −60,45
2025-07-09 13F Blodgett Wealth Advisors, Llc 2 660 −2,21 291 2,11
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-10 13F Signal Advisors Wealth, LLC 2 139 −54,84 234 −52,93
2025-07-29 13F AssuredPartners Investment Advisors, LLC 9 244 −10,63 1 010 −6,57
2025-07-18 13F PFG Investments, LLC 16 514 −21,72 1 805 −18,19
2025-08-14 13F Strive Asset Management, LLC 0 −100,00 0
2025-08-18 13F Tyler-Stone Wealth Management 11 245 −1,85 1 229 2,50
2025-08-14 13F Sand Hill Global Advisors, LLC 2 807 −6,28 307 −2,24
2025-08-14 13F Bragg Financial Advisors, Inc 8 594 −0,76 939 3,76
2025-08-14 13F Wetherby Asset Management Inc 20 749 −4,69 2 268 −9,61
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 107 823 −3,86 12 0,00
2025-07-11 13F Congress Park Capital LLC 0 −100,00 0
2025-07-29 13F Millburn Ridgefield Corp 2 380 295 −5,53 260 142 −1,26
2025-08-14 13F Elevatus Welath Management 2 123 −37,50 232 −34,65
2025-08-14 13F Warren Averett Asset Management, LLC 108 839 −2,73 11 895 1,66
2025-07-23 13F BankPlus Trust Department 678 −37,11 74 −33,93
2025-08-15 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-07-10 13F Sovran Advisors, LLC 3 550 −63,04 398 −57,08
2025-07-15 13F Town & Country Bank & Trust CO dba First Bankers Trust CO 0 −100,00 0
2025-08-04 13F FRG Family Wealth Advisors LLC 14 141 −14,84 1 545 −11,00
2025-07-11 13F Adirondack Trust Co 34 581 −2,97 3 779 1,42
2025-07-16 13F Motive Wealth Advisors 5 822 −1,37 636 3,08
2025-08-06 13F Prospera Financial Services Inc 65 443 −17,01 7 157 −13,26
2025-07-22 13F SOL Capital Management CO 19 008 −1,22 2 0,00
2025-07-21 13F Creative Capital Management Investments LLC 1 275 −23,88 139 −20,57
2025-07-18 13F Trust Co Of Vermont 184 728 −2,51 20 189 1,89
2025-08-06 13F Capasso Planning Partners LLC 7 182 −3,08 785 1,29
2025-08-07 13F Panoramic Investment Advisors, Llc 0 −100,00 0
2025-08-06 13F Horan Securities, Inc. 164 095 −28,27 17 934 −25,03
2025-06-18 NP NADCX - Nationwide Investor Destinations Moderately Conservative Fund Class A 25 096 −0,79 2 513 −16,15
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 39 800 −18,44 4 350 −14,78
2025-07-25 13F Cypress Capital Group 0 −100,00 0
2025-08-14 13F Vident Advisory, LLC 3 141 −0,10 343 4,57
2025-08-08 13F Tanglewood Legacy Advisors, LLC 0 −100,00 0
2025-07-30 13F Black Diamond Financial, LLC 22 764 −9,29 2 488 −5,22
2025-07-17 13F Avondale Wealth Management 4 980 −64,21 544 −62,61
2025-07-15 13F Boyd Wealth Management, LLC 38 819 −2,13 4 243 2,29
2025-08-07 13F/A Credit Industriel Et Commercial 5 147 −25,88 563 −22,59
2025-08-15 13F First Heartland Consultants, Inc. 6 440 −1,09 704 3,38
2025-07-09 13F Central Bank & Trust Co 23 208 −24,12 2 536 −20,70
2025-04-11 13F Snider Financial Group 0 −100,00 0
2025-04-09 13F Roxbury Financial LLC 0 −100,00 0
2025-05-05 13F Morningstar Investment Services LLC 0 −100,00 0
2025-08-05 13F EPG Wealth Management LLC 5 500 −90,42 601 −89,99
2025-08-12 13F Associated Banc-corp 61 772 −2,51 6 751 1,90
2025-07-09 13F Baron Financial Group, LLC 33 944 −2,13 3 710 2,29
2025-07-30 13F Cornerstone Advisory, LLC 184 748 −2,88 20 191 4,42
2025-07-16 13F Kathmere Capital Management, LLC 19 623 −4,10 2 145 0,23
2025-07-31 13F Moser Wealth Advisors, LLC 500 −52,15 55 −50,46
2025-07-17 13F Sound Income Strategies, LLC 4 223 −86,23 462 −85,62
2025-08-14 13F Marquette Associates, Inc. 0 −100,00 0
2025-07-17 13F SeaBridge Investment Advisors LLC 14 958 −4,34 1 635 −0,06
2025-07-23 13F Tyche Wealth Partners LLC 9 635 −12,15 1 053 −8,20
2025-08-06 13F Bensler, LLC 3 401 −0,53 372 3,92
2025-07-17 13F Paradigm Financial Partners, Llc 7 916 −3,01 865 1,41
2025-08-13 13F Truvestments Capital Llc 3 753 −15,01 410 −11,06
2025-04-29 13F Byrne Financial Freedom, Llc 0 −100,00 0
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 53 −96,34 6 −96,69
2025-08-12 13F Ade, Llc 8 055 −14,00 880 −10,11
2025-08-05 13F Sunburst Financial Group, LLC 16 699 −0,38 1 825 4,17
2025-07-11 13F Lincoln Capital LLC 10 071 −0,37 1 101 12,59
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-07-23 13F Richardson Capital Management LLC 2 200 −0,95 240 3,45
2025-07-11 13F Essex Savings Bank 11 299 −27,48 1 235 −24,25
2025-07-16 13F Colton Groome Financial Advisors, Llc 7 634 −12,16 834 −4,14
2025-07-29 13F Ifrah Financial Services, Inc. 2 328 −6,51 254 −2,31
2025-08-13 13F Maia Wealth LLC 4 813 −6,29 526 6,06
2025-08-18 13F Hollencrest Capital Management 4 049 −76,97 443 −75,95
2025-05-15 13F Greenline Partners, LLC 0 −100,00 0
2025-07-24 13F Court Place Advisors, LLC 9 425 −0,77 1 030 3,73
2025-07-29 13F Consilio Wealth Advisors, Llc 0 −100,00 0
2025-08-04 13F L.m. Kohn & Company 3 765 −50,11 411 −47,91
2025-08-13 13F Loomis Sayles & Co L P 2 553 −13,04 279
2025-08-12 13F SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0 −100,00 0
2025-08-14 13F Partners Capital Investment Group, Llp 0 −100,00 0
2025-07-22 13F Appleton Partners Inc/ma 4 169 −3,05 0
2025-08-08 13F CFO4Life Group, LLC 94 523 −0,30 10 330 4,21
2025-08-13 13F Serenus Wealth Advisors, LLC 63 857 −23,23 6 979 −19,74
2025-08-14 13F UBS Group AG Put 0 −100,00 0 −100,00
2025-07-14 13F Pacifica Partners Inc. 865 −10,36 95 −1,05
2025-07-25 13F Apollon Wealth Management, LLC 176 554 −1,02 19 296 3,45
2025-07-16 13F John W. Brooker & Co., CPAs 27 899 −75,43 3 182 −73,20
2025-07-15 13F Legacy Financial Group LLC 9 353 −0,97 1 022 3,55
2025-08-11 13F Citigroup Inc 664 678 −62,45 72 643 −60,75
2025-07-10 13F Trust Point Inc. 3 194 −43,54 349 −40,95
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0 −100,00
2025-07-08 13F Apella Capital, LLC 67 682 −6,56 7 524 5,38
2025-08-25 13F/A Promus Capital, LLC 12 −36,84 1 0,00
2025-06-17 NP MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A 26 074 −0,36 2 611 −15,78
2025-08-07 13F Strategy Asset Managers Llc 2 297 −9,99 251 −5,64
2025-07-31 13F GenTrust, LLC 0 −100,00 0
2025-07-14 13F Enzi Wealth 180 201 −0,05 20 330 12,90
2025-08-14 13F Great Valley Advisor Group, Inc. 80 584 −15,84 8 808 −12,04
2025-07-30 13F Dudley Capital Management, Llc 2 314 −88,21 253 −87,73
2025-08-13 13F Plan Group Financial, LLC 86 318 −11,06 9 434 −7,05
2025-08-13 13F Scotia Capital Inc. 4 884 −84,38 534 −83,70
2025-05-13 13F Terril Brothers, Inc. 0 −100,00 0
2025-07-31 13F Ballast Advisors Llc 1 598 −8,06 175 −3,87
2025-07-15 13F Missouri Trust & Investment Co 18 173 −5,22 1 986 −0,90
2025-07-15 13F Oxinas Partners Wealth Management LLC 2 974 −2,84 325 1,56
2025-08-08 13F Pnc Financial Services Group, Inc. 8 024 639 −0,93 877 013 3,54
2025-05-15 13F Harris Associates L P 0 −100,00 0
2025-08-11 13F Foundation Wealth Management, LLC\PA 23 209 −7,01 2 537 −2,80
2025-08-14 13F Harwood Advisory Group, LLC 1 202 −13,53 131 −18,12
2025-08-12 13F Absolute Capital Management, LLC 19 241 −0,04 2 103 4,47
2025-08-06 13F Sound Financial Strategies Group, LLC 7 422 −0,68 811 3,84
2025-05-07 13F Ameraudi Asset Management, Inc. 0 −100,00 0
2025-07-16 13F Asset Allocation & Management Company, LLC 4 441 −19,85 0
2025-08-08 13F/A Ignite Planners, LLC 6 664 −13,06 745 −3,50
2025-08-11 13F Estate Counselors, LLC 0 −100,00 0
2025-08-12 13F RPG Investment Advisory, LLC 8 570 −47,55 937 −45,20
2025-08-14 13F Royal Bank Of Canada 7 049 946 −2,75 770 491 1,64
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-07-25 13F waypoint wealth counsel 3 907 −15,45 427 −11,80
2025-08-06 13F Agf Management Ltd 20 315 −0,83 2 220 3,64
2025-07-17 13F Independence Bank of Kentucky 1 598 −6,17 175 −2,25
2025-08-11 13F Guidance Point Advisors, LLC 129 381 −6,37 14 140 −2,15
2025-07-29 13F Kanawha Capital Management Llc 40 893 −2,53 4 469 1,87
2025-05-15 13F Concorde Asset Management, LLC 0 −100,00 0
2025-07-18 13F Lockerman Financial Group, Inc. 19 943 −0,77 2 180 3,71
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 31 118 −9,00 3 401 −4,97
2025-08-14 13F Integrated Wealth Concepts LLC 175 246 −0,01 19 153 4,50
2025-07-17 13F Moody Lynn & Lieberson, Llc 6 088 −2,44 665 1,99
2025-08-14 13F Diversify Wealth Management, Llc 2 853 −7,91 326 4,49
2025-08-07 13F Montag A & Associates Inc 52 877 −66,30 5 779 −64,79
2025-08-11 13F ARS Investment Partners, LLC 3 500 −20,07 383 −24,21
2025-07-30 13F Phillips Financial Management, Llc 52 749 −2,00 5 765 2,42
2025-07-17 13F Raleigh Capital Management Inc. 127 −15,89 14 −13,33
2025-04-30 13F Lee Johnson Capital Management, Llc 0 −100,00 0
2025-07-17 13F Stone Point Wealth LLC 34 838 −12,36 3 807 −8,40
2025-07-07 13F Insight Wealth Strategies, LLC 6 092 −4,32 676 1,50
2025-08-14 13F Clark Capital Management Group, Inc. 1 246 697 −31,05 136 252 −27,93
2025-04-16 13F Union Bancaire Privee, UBP SA 0 −100,00 0
2025-07-21 13F Cardinal Strategic Wealth Guidance 16 −88,06 2 −92,86
2025-08-27 NP OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 200 000 −0,99 21 858 3,48
2025-08-14 13F Crestmont Private Wealth LLC 42 015 −2,14 4 592 2,27
2025-07-18 13F SOA Wealth Advisors, LLC. 28 900 −4,97 3 158 −0,69
2025-07-22 13F Romano Brothers And Company 50 740 −4,46 5 545 −0,14
2025-07-24 13F Zullo Investment Group, Inc. 1 967 −3,67 215 0,94
2025-08-14 13F Gen-Wealth Partners Inc 1 650 −14,33 180 −10,45
2025-08-14 13F Murphy & Mullick Capital Management Corp 250 −28,57 27 −25,00
2025-07-08 13F Legacy Private Trust Co. 52 828 −8,44 5 774 −4,31
2025-08-08 13F Flaharty Asset Management, LLC 1 528 −20,17 167 −17,00
2025-07-16 13F Fortune Financial Advisors, LLC 7 748 −1,50 847 2,92
2025-07-21 13F Sage Financial Management Group, Inc. 19 301 −20,74 2 0,00
2025-07-17 13F Greenleaf Trust 749 930 −2,32 81 960 2,09
2025-07-15 13F Foster Victor Wealth Advisors, LLC 13 387 −2,46 1 512 15,51
2025-08-08 13F Islay Capital Management, Llc 1 231 −17,16 135 −13,55
2025-07-09 13F Bank of New Hampshire 3 388 −9,10 370 −4,88
2025-07-22 13F Coastal Investment Advisors, Inc. 1 251 −38,28 137 −35,55
2025-07-22 13F Grimes & Company, Inc. 128 433 −3,94 14 036 0,39
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 164 726 −2,16 18 003 2,26
2025-07-24 NP ATACX - ATAC Rotation Fund Investor Class Shares 146 812 −5,31 15 470 −21,14
2025-08-18 13F Goodman Advisory Group, LLC 0 −100,00 0
2025-08-14 13F Novus Advisors, Llc 2 031 −18,82 222 −15,33
2025-07-21 13F Mechanics Financial Corp 39 991 −3,27 4 371 1,09
2025-08-04 13F Creekmur Asset Management LLC 3 449 −73,45 377 −72,31
2025-08-11 13F Western Wealth Management, LLC 47 281 −2,22 5 167 2,20
2025-07-29 13F May Barnhard Investments LLC 90 500 −0,33 9 891 4,16
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-07-29 13F Ballast, Inc. 0 −100,00 0
2025-08-04 13F ArborFi Advisors, LLC 0 −100,00 0
2025-08-07 13F Hughes Financial Services, LLC 1 976 −79,03 219 −77,91
2025-08-14 13F Stage Harbor Financial, Llc 0 −100,00 0
2025-05-15 13F Glenmede Trust Co Na 5 243 517 −0,53 548 315 −9,73
2025-05-07 13F Vista Private Wealth Partners. LLC 0 −100,00 0
2025-07-17 13F Tempus Wealth Planning, LLC 2 215 −3,70 242 0,83
2025-07-14 13F Argent Capital Management Llc 0 −100,00 0
2025-07-29 13F Vectors Research Management, LLC 69 311 −0,92 7 575 3,54
2025-08-13 13F Invesco Ltd. 6 133 −11,35 670 −7,33
2025-08-14 13F Certified Advisory Corp 54 753 −3,83 5 984 0,50
2025-08-06 13F ETF Store, Inc. 5 869 −3,14 641 1,26
2025-07-17 13F Catalytic Wealth RIA, LLC 29 375 −41,08 3 210 −38,42
2025-07-10 13F Three Seasons Wealth, LLC 8 262 −6,81 903 −2,70
2025-07-14 13F ABLE Financial Group, LLC 15 749 −28,98 1 721 −25,75
2025-08-12 13F Asset Management Group, Inc. 28 886 −2,40 3 157 2,04
2025-07-09 13F Lifelong Wealth Advisors, Inc. 2 893 −1,30 316 3,27
2025-08-14 13F Objective Capital Management, LLC 8 086 −7,87 884 −3,71
2025-07-02 13F Lvm Capital Management Ltd/mi 6 717 −0,53 1
2025-07-22 13F Tandem Investment Partners LLC 8 910 −1,22 974 3,18
2025-07-30 13F BlueChip Wealth Advisors LLC 10 112 −0,66 1 105 3,85
2025-08-11 13F Ironsides Asset Advisors, LLC 54 065 −0,15 5 909 4,34
2025-08-14 13F Quartz Partners, LLC 1 981 −25,25 217 −22,02
2025-07-23 13F Citizens National Bank Trust Department 74 728 −1,51 8 167 2,94
2025-08-08 13F Capital Investment Advisory Services, LLC 68 795 −3,34 7 519 1,02
2025-07-14 13F Armstrong Advisory Group, Inc 5 611 −7,44 613 −12,18
2025-08-05 13F ADG Wealth Management Group, LLC 2 122 −96,18 232 −96,03
2025-08-12 13F TCP Asset Management, LLC 3 521 −2,52 385 1,86
2025-07-17 13F Sage Rhino Capital Llc 3 249 −23,53 355 −20,05
2025-08-14 13F Wealth Advisors of Tampa Bay, LLC 0 −100,00 0
2025-08-14 13F J. Goldman & Co LP Put 11 200 −93,60 1 224 −93,31
2025-07-30 13F Probity Advisors, Inc. 8 215 −2,99 898 1,36
2025-07-11 13F Lantz Financial LLC 4 132 −1,15 452 3,20
2025-07-16 13F Gradient Capital Advisors, LLC 6 325 −1,23 691 3,29
2025-07-18 13F Newman Dignan & Sheerar, Inc. 23 732 −8,54 2 594 −4,42
2025-08-11 13F Baldwin Investment Management, LLC 14 928 −0,67 1 631 3,82
2025-07-23 13F Fulton Breakefield Broenniman Llc 333 686 −2,84 36 469 1,55
2025-08-01 13F Brookwood Investment Group LLC 2 264 −19,14 247 −15,41
2025-08-06 13F Paladin Advisory Group, LLC 11 089 −9,27 1 212 −5,24
2025-08-05 13F Claro Advisors LLC 8 466 −33,81 925 −30,82
2025-08-13 13F Natixis Advisors, L.p. 548 062 −1,27 60 1,72
2025-07-25 13F Astoria Portfolio Advisors LLC. 3 071 −47,36 345 −39,75
2025-08-01 13F James Investment Research Inc 2 085 −79,46 228 −78,61
2025-08-05 13F Prosperity Consulting Group, LLC 2 959 −0,30 323 4,19
2025-08-13 13F Portland Global Advisors LLC 13 874 −12,14 1 516 −8,18
2025-07-30 13F Exencial Wealth Advisors, Llc 11 700 −0,64 1 279 3,82
2025-08-05 13F Key FInancial Inc 7 113 −17,03 777 −13,28
2025-08-08 13F Mv Capital Management, Inc. 4 408 −42,43 482 −39,87
2025-06-24 13F Rainier Family Wealth Inc 0 −100,00 0 −100,00
2025-08-11 13F Plum Street Advisors, LLC 3 997 −0,37 437 4,06
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-05-13 13F Knuff & Co LLC 0 −100,00 0
2025-07-11 13F International Private Wealth Advisors LLC 13 812 −3,10 1 510 1,28
2025-08-13 13F Greenwich Wealth Management LLC 23 277 −7,11 3 0,00
2025-07-31 13F First Business Financial Services, Inc. 562 741 −1,19 61 502 3,27
2025-07-15 13F Forte Capital Llc /adv 2 368 −33,93 259 −31,02
2025-08-12 13F Wood Tarver Financial Group, LLC 802 −5,87 0 −100,00
2025-07-15 13F Wealth Effects Llc 6 232 −9,63 681 −5,55
2025-07-31 13F Cardinal Point Capital Management, ULC 2 309 −15,54 252 −11,58
2025-08-14 13F CoreCap Advisors, LLC 172 518 −6,23 18 855 −2,00
2025-08-13 13F GeoWealth Management, LLC 2 332 −74,06 255 −72,98
2025-08-13 13F Cresset Asset Management, LLC 3 147 287 −15,26 343 967 −11,44
2025-08-01 13F FSA Advisors, Inc. 0 −100,00 0
2025-07-17 13F Hanson & Doremus Investment Management 3 313 −8,81 0
2025-08-08 13F Strategies Wealth Advisors, LLC 7 035 −15,58 769 −11,83
2025-07-24 13F Edge Financial Advisors LLC 13 686 −4,62 1 505 0,27
2025-08-13 13F First National Advisers, LLC 5 509 −0,36 602 4,15
2025-07-21 13F Exchange Capital Management, Inc. 88 647 −3,06 9 688 1,32
2025-08-08 13F Cetera Investment Advisers Put 0 −100,00 0 −100,00
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 29 981 −0,20 3 277 4,30
2025-07-17 13F Smith Anglin Financial, LLC 4 015 −15,37 439 −11,69
2025-05-14 13F Tme Financial, Inc. 0 −100,00 0
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 915 −13,11 100 −9,09
2025-07-31 13F AlTi Global, Inc. 24 652 −7,47 2 694 −3,27
2025-07-17 13F First County Bank /CT/ 16 809 −4,95 1 837 −0,65
2025-07-16 13F American National Bank 23 758 −0,30 2 597 4,22
2025-07-09 13F Chesley Taft & Associates LLC 356 816 −3,94 38 996 0,39
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 8 940 −6,71 977 −2,50
2025-08-05 13F Bank Of Montreal /can/ 1 705 168 −1,13 186 358 3,33
2025-07-31 13F Oppenheimer Asset Management Inc. 59 256 −50,23 6 476 −47,98
2025-07-16 13F New Insight Wealth Advisors 2 286 −5,50 250 −1,19
2025-07-30 13F MTC Wealth Management LLC 67 278 −2,14 7 353 2,27
2025-08-08 13F Arcadia Investment Management Corp/mi 247 −11,79 27 −10,34
2025-08-12 13F Deutsche Bank Ag\ 5 581 −1,06 610 3,40
2025-07-22 13F Willner & Heller, Llc 3 818 −7,10 417 −2,80
2025-07-08 13F Silverleafe Capital Partners, LLC 0 −100,00 0
2025-08-13 13F SCS Capital Management LLC 156 171 −35,96 17 068 −33,07
2025-07-09 13F Breakwater Capital Group 26 870 −0,25 2 937 4,26
2025-07-07 13F Somerset Trust Co 5 059 −3,20 553 1,10
2025-07-22 13F Evensky & Katz LLC 1 067 −9,04 0
2025-08-14 13F Bank Of Hawaii 61 075 −30,92 6 675 −27,81
2025-07-16 13F Ironwood Wealth Management, Inc. 165 311 −0,65 18 518 18,13
2025-07-23 13F Valmark Advisers, Inc. 348 140 −1,29 38 048 3,17
2025-08-08 13F Good Life Advisors, LLC 37 761 −32,58 4 127 −29,54
2025-07-21 13F Barrett & Company, Inc. 7 015 −0,78 767 3,65
2025-08-06 13F Golden State Wealth Management, LLC 25 679 −8,31 2 806 −4,17
2025-07-30 13F Chokshi & Queen Wealth Advisors, Inc 0 −100,00 0
2025-08-12 13F Tradition Wealth Management, LLC 23 170 −0,25 2 532 4,28
2025-07-23 13F Sax Wealth Advisors, Llc 90 263 −6,11 9 865 −1,87
2025-08-06 13F Maltin Wealth Management, Inc. 10 044 −1,27 1 098 3,20
2025-05-14 13F Delta Investment Management, LLC 0 −100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 151 744 −0,62 17 322 11,45
2025-05-08 13F Endeavor Private Wealth, Inc. 0 −100,00 0
2025-08-15 13F Howland Capital Management Llc 11 683 −3,27 1 277 1,11
2025-08-14 13F Sherman Asset Management, Inc. 72 877 −0,00 7 721 1,31
2025-08-04 13F 4J Wealth Management LLC 1 945 −14,88 213 −10,92
2025-07-21 13F Sterling Investment Counsel, LLC 42 129 −29,83 4 604 −26,66
2025-07-18 13F Consolidated Planning Corp 46 345 −12,07 5 065 −8,09
2025-07-24 13F Capital Advisors, Ltd. LLC 17 194 −2,48 2 0,00
2025-07-14 13F Harbor Group, Inc. 182 659 −6,01 19 963 −1,77
2025-07-23 13F Ohio National Investments, Inc. 200 000 −0,99 21 858 3,48
2025-08-11 13F Shufro Rose & Co Llc 20 845 −0,08 2 180 −0,09
2025-08-08 13F IMA Wealth, Inc. 36 179 −55,98 3 954 −53,99
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 4 666 −13,85 510 −3,96
2025-08-06 13F Ironwood Wealth Management, LLC. 80 662 −31,76 8 816 −28,69
2025-07-24 13F Stiles Financial Services Inc 2 627 −1,43 287 3,24
2025-08-01 13F Advisory Alpha, LLC 6 058 −4,05 662 0,30
2025-08-14 13F Fiduciary Trust Co 452 304 −1,66 49 432 2,78
2025-07-22 13F Sage Financial Group Inc 551 124 −3,47 60 232 0,88
2025-08-12 13F Cowa, Llc 7 585 −62,07 829 −60,35
2025-07-22 13F Simplicity Wealth,LLC 48 987 −2,74 5 354 1,63
2025-07-08 13F/A Salem Investment Counselors Inc 5 079 −5,89 555 −1,60
2025-07-11 13F Bell Bank 0 −100,00 0
2025-08-15 13F Lgl Partners, Llc 137 974 −1,31 15 259 4,37
2025-08-06 13F OneAscent Wealth Management LLC 0 −100,00 0
2025-07-21 13F Pacific Financial Group Inc 63 128 −6,62 6 899 −2,40
2025-08-15 13F Asset Allocation Strategies LLC 93 907 −2,41 10 263 2,00
2025-07-25 13F Means Investment Co., Inc. 19 210 −5,50 2 099 −1,22
2025-08-13 13F Farnam Financial LLC 9 787 −0,46 1 070 3,99
2025-08-06 13F Legacy Wealth Managment, LLC/ID 1 323 −23,79 145 −20,44
2025-08-12 13F Inscription Capital, LLC 8 304 −29,71 908 −30,50
2025-08-05 13F MidAtlantic Capital Management, Inc. 44 065 −6,46 4 816 −2,25
2025-05-12 13F Scissortail Wealth Management, LLC 0 −100,00 0
2025-07-21 13F Tower View Investment Management & Research LLC 0 −100,00 0
2025-07-30 13F Alexis Investment Partners, LLC 0 −100,00 0
2025-07-14 13F Mechanics Bank Trust Department 19 379 −18,91 2 118 −15,29
2025-07-24 13F Conning Inc. 394 331 −0,18 43 096 4,33
2025-07-10 13F Marshall Financial Group LLC 6 479 −7,32 720 −1,50
2025-08-15 13F Captrust Financial Advisors 838 783 −2,60 91 671 1,80
2025-08-12 13F Main Management LLC 905 −16,05 0
2025-08-14 13F Goodwin Investment Advisory 1 958 −0,15 214 3,90
2025-07-31 13F Glass Jacobson Investment Advisors llc 5 001 −12,29 547 −16,89
2025-08-13 13F Tranquilli Financial Advisor LLC 0 −100,00 0
2025-08-08 13F Opinicus Capital, Inc. 9 834 −0,13 1 075 4,37
2025-04-23 13F Saxony Capital Management, LLC 0 −100,00 0 −100,00
2025-08-13 13F Townsquare Capital Llc 5 083 −93,56 556 −93,28
2025-07-22 13F Foguth Wealth Management, LLC. 0 −100,00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 305 271 −1,47 33 363 2,98
2025-08-13 13F Forthright Family Wealth Advisory LLC 0 −100,00 0
2025-08-08 13F Glassman Wealth Services 2 635 −5,35 288 −1,37
2025-05-02 13F Oversea-Chinese Banking CORP Ltd 0 −100,00 0
2025-07-14 13F BlueSky Wealth Advisors, LLC 15 192 −1,51 1 660 2,98
2025-08-14 13F BLKBRD Asset Management, LP 0 −100,00 0
2025-08-28 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 136 881 −14,80 14 960 −10,96
2025-08-01 13F Equita Financial Network, Inc. 6 550 −5,26 716 −1,11
2025-07-29 13F Horst & Graben Wealth Management LLC 2 163 −5,71 236 −1,26
2025-08-05 13F American Capital Advisory, LLC 7 250 −10,90 792 −6,82
2025-08-05 13F Tsfg, Llc 5 546 −3,23 1
2025-07-18 13F Foundry Financial Group, Inc. 3 145 −7,36 344 −3,38
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 2 182 −8,51 238 −4,42
2025-08-08 13F Meridian Wealth Management, LLC 57 040 −2,40 6 234 2,00
2025-07-25 13F RoundAngle Advisors LLC 20 708 −0,27 2 263 4,24
2025-08-14 13F/A Barclays Plc 29 410 −60,21 3 −57,14
2025-08-11 13F Synergy Investment Management, LLC 2 911 −0,58 318 3,92
2025-08-12 13F Bedel Financial Consulting, Inc. 3 562 −2,14 389 5,14
2025-05-15 13F Tolleson Wealth Management, Inc. 0 −100,00 0
2025-05-14 13F Barnes Wealth Management Group, Inc 0 −100,00 0
2025-07-17 13F KWB Wealth 9 512 −2,01 995 −11,09
2025-08-11 13F Novak & Powell Financial Services, Inc. 14 725 −25,81 1 609 −22,46
2025-07-23 13F Watershed Private Wealth Llc 4 138 −23,54 452 −20,00
2025-07-18 13F Cooper Financial Group 5 944 −15,66 650 −11,82
2025-08-06 13F O'Brien Greene & Co. Inc 19 126 −1,41 2 090 3,06
2025-07-17 13F HB Wealth Management, LLC 248 736 −53,25 27 184 −51,14
2025-08-13 13F Cary Street Partner Investment Advisory Llc 75 −35,34 8 −33,33
2025-07-15 13F Well Done, LLC 27 005 −12,36 2 951 −16,87
2025-07-22 13F Alta Wealth Advisors LLC 4 615 −15,46 504 −11,58
2025-07-14 13F Golden State Equity Partners 9 966 −6,10 1 089 −1,80
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 25 959 −2,20 2 837 2,23
2025-08-05 13F Redwood Wealth Management Group, LLC 14 735 −0,10 1 610 4,41
2025-07-15 13F SJS Investment Consulting Inc. 51 −93,23 6 −93,59
2025-07-17 13F Legacy Wealth Management, Inc 495 688 −0,08 54 174 4,43
2025-08-11 13F Aptus Capital Advisors, LLC 100 925 −7,22 11 030 −3,02
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-08-07 13F Resolute Advisors LLC 44 415 −20,51 4 854 −16,91
2025-08-13 13F Boston Family Office Llc 59 023 −0,65 6 0,00
2025-08-07 13F Kestra Private Wealth Services, Llc 105 329 −5,02 11 511 −0,73
2025-08-18 13F N.E.W. Advisory Services LLC 153 −42,70 17 −40,74
2025-07-15 13F Fortitude Family Office, LLC 35 800 −32,31 3 913 −29,26
2025-07-15 13F Buttonwood Financial Advisors Inc. 3 487 −2,19 381 2,42
2025-07-28 13F Harbour Investments, Inc. 92 559 −2,94 10 116 1,44
2025-08-07 13F McClarren Financial Advisors, Inc. 0 −100,00 0
2025-08-13 13F Lido Advisors, LLC 264 852 −5,34 28 946 −1,07
2025-04-11 13F Tealwood Asset Management Inc 0 −100,00 0
2025-07-10 13F High Net Worth Advisory Group LLC 16 594 −1,49 1 814 2,95
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4 559 −14,79 498 −11,07
2025-07-21 13F Ameriflex Group, Inc. 5 273 −11,81 576 −8,00
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-04-28 13F Financial Advisory Corp /ut/ /adv 0 −100,00 0
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 40 972 −18,46 4 478 −14,79
2025-07-16 13F Dakota Wealth Management 78 641 −38,80 8 595 −36,04
2025-08-27 13F/A Squarepoint Ops LLC Put 0 −100,00 0 −100,00
2025-08-12 13F Weaver Consulting Group 2 431 −8,44 266 −4,33
2025-07-07 13F Vishria Bird Financial Group, LLC 112 318 −0,96 12 275 3,51
2025-08-07 13F Legacy Advisors, LLC 24 304 −88,74 222 −99,02
2025-07-21 13F Fairvoy Private Wealth, LLC 0 −100,00 0
2025-07-17 13F CWA Asset Management Group, LLC 5 039 −29,53 551 −26,37
2025-07-22 13F MGO Private Wealth, LLC 0 −100,00 0
2025-08-11 13F Factorial Partners, Llc 0 −100,00 0
2025-08-13 13F Haverford Trust Co 1 710 797 −0,13 186 973 4,37
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 90 520 −0,55 9 893 3,94
2025-08-01 13F May Hill Capital, LLC 63 598 −1,19 6 951 3,27
2025-07-31 13F City State Bank 1 978 −15,58 216 −11,84
2025-08-13 13F M&t Bank Corp 1 044 957 −8,01 114 203 −3,86
2025-07-17 13F Investment Advisory Services Inc /tx /adv 13 642 −40,60 1 491 −37,94
2025-08-11 13F VSM Wealth Advisory, LLC 474 −6,51 52 −1,92
2025-07-21 13F Ameritas Advisory Services, LLC 109 934 −26,64 12 015 −27,87
2025-04-23 13F St. Johns Investment Management Company, LLC 0 −100,00 0
2025-07-07 13F Global Wealth Strategies & Associates 690 −45,58 75 −43,18
2025-07-30 13F TFB Advisors LLC 3 701 −9,07 404 −4,94
2025-07-07 13F Bangor Savings Bank 489 981 −0,06 53 550 4,45
2025-07-16 13F Meridian Financial, LLC 67 805 −0,32 7 410 4,18
2025-08-08 13F Financial Gravity Companies, Inc. 123 −10,87 13 −13,33
2025-07-29 13F Arcus Capital Partners, LLC 16 425 −11,82 1 795 −7,81
2025-07-11 13F Windsor Capital Management, LLC 35 085 −1,84 3 834 2,60
2025-07-30 13F Clifford Swan Investment Counsel Llc 84 140 −2,04 9 196 2,38
2025-07-24 13F Reuter James Wealth Management, Llc 35 066 −1,41 3 832 3,04
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) 37 108 −0,16 4 056 4,35
2025-08-11 13F Wealthspire Advisors, LLC 3 698 136 −4,77 404 169 −0,47
2025-07-28 13F Evernest Financial Advisors, LLC 66 308 −31,31 7 247 −28,21
2025-07-21 13F Keystone Financial Group, Inc. 8 566 −6,98 958 2,35
2025-08-15 13F Provenance Wealth Advisors, LLC 25 959 −7,66 2 837 −3,47
2025-05-15 13F Mcdonald Partners Llc 0 −100,00 0
2025-07-23 13F Bluestem Financial Advisors, Llc 25 107 −1,75 2 744 2,66
2025-07-11 13F Mkd Wealth Coaches, Llc 13 970 −49,83 1 527 −47,58
2025-08-07 13F Rossmore Private Capital 73 718 −2,46 8 057 1,94
2025-07-02 13F First Financial Bank - Trust Division 279 341 −9,24 30 529 −5,15
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-08-11 13F Outlook Wealth Advisors, LLC 6 589 −0,29 720 4,35
2025-07-15 13F Carr Financial Group Corp 10 931 −36,41 1 195 −33,56
2025-08-14 13F Heritage Wealth Management, Inc. 1 969 −0,61 215 3,86
2025-08-13 13F M Holdings Securities, Inc. 0 −100,00 0
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-15 13F Verum Partners LLC 202 495 −15,84 22 131 −12,04
2025-04-14 13F IMC-Chicago, LLC 0 −100,00 0
2025-07-14 13F E&G Advisors, LP 2 486 −1,58 272 2,65
2025-07-22 13F Relyea Zuckerberg Hanson LLC 4 482 −0,62 490 3,82
2025-08-15 13F Fft Wealth Management Llc 158 619 −16,63 17 542 −11,83
2025-07-11 13F Pinnacle Bancorp, Inc. 21 570 −4,92 2 357 −0,63
2025-05-06 13F Princeton Capital Management Llc 0 −100,00 0
2025-07-25 13F PrairieView Partners, LLC 31 984 −1,99 3 0,00
2025-04-29 NP HASAX - Horizon Active Asset Allocation Fund Advisor Class 463 899 −7,46 51 859 −18,24
2025-07-03 13F First Hawaiian Bank 46 413 −6,30 5 072 −2,07
2025-07-17 13F Oakworth Capital, Inc. 244 698 −0,13 26 743 4,38
2025-08-14 13F Acorn Wealth Advisors, LLC 5 793 −19,40 633 −15,71
2025-05-09 13F Charles Schwab Investment Management Inc 0 −100,00 0
2025-08-08 13F Everett Harris & Co /ca/ 3 000 −8,93 328 −4,94
2025-08-13 13F Smith, Moore & Co. 207 689 −0,65 22 698 3,83
2025-07-21 13F Zwj Investment Counsel Inc 9 938 −9,51 1 086 −5,40
2025-08-08 13F Alberta Investment Management Corp 0 −100,00 0
2025-07-10 13F Charter Oak Capital Management, LLC 4 268 −9,23 466 −5,09
2025-08-11 13F Independent Advisor Alliance 11 256 −14,23 1 230 −10,35
2025-08-13 13F Fisher Asset Management, LLC 6 583 −36,59 720 −33,73
2025-08-01 13F Financial Counselors Inc 19 706 −92,71 2 154 −92,38
2025-07-24 13F Cyndeo Wealth Partners, LLC 4 034 −9,33 441 −5,38
2025-07-11 13F Colorado Capital Management, Inc. 15 798 −3,19 2 0,00
2025-08-08 13F Hartland & Co., LLC 467 429 −9,86 51 085 −5,79
2025-08-14 13F SWAN Capital LLC 25 −24,24 3 −33,33
2025-05-06 13F Richardson Financial Services Inc. 0 −100,00 0
2025-08-01 13F Integral Investment Advisors, Inc. 6 143 −8,11 671 −4,01
2025-07-31 13F Kathleen S. Wright Associates Inc. 5 182 −2,76 566 1,62
2025-07-25 13F Pegasus Asset Management, Inc. 2 155 −30,48 236 −27,47
2025-08-27 13F Seneca Financial Advisors LLC 0 −100,00 0 −100,00
2025-08-06 13F Savant Capital, LLC 247 973 −10,48 27 101 −6,44
2025-07-29 13F Northwest Quadrant Wealth Management, LLC 400 385 −1,39 43 758 3,06
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0 −100,00
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-18 13F Pacific Center for Financial Services 8 491 −8,72 928 −4,63
2025-07-21 13F Single Point Partners, LLC 239 211 −3,29 26 4,00
2025-07-10 13F Wedmont Private Capital 42 130 −2,96 4 759 14,87
2025-07-14 13F Kfg Wealth Management, Llc 0 −100,00 0
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 2 082 −1,19 227 3,18
2025-07-15 13F Alhambra Investment Partners LLC 5 336 −0,28 583 4,29
2025-08-19 13F Cim, Llc 2 486 −3,76 272 0,37
2025-07-18 13F Centricity Wealth Management, LLC 6 913 −7,00 756 −2,83
2025-07-17 13F XML Financial, LLC 130 199 −29,93 14 229 −26,76
2025-07-16 13F Crowley Wealth Management, Inc. 0 −100,00 0
2025-08-12 13F Heron Bay Capital Management 2 108 −97,69 230 −97,59
2025-07-29 13F Citizens Business Bank 56 805 −8,19 6 208 −4,03
2025-08-13 13F Bank Of Nova Scotia 364 200 −19,53 39 803 −15,90
2025-07-07 13F Centurion Wealth Management LLC 7 165 −9,17 783 −13,77
2025-07-24 13F MFA Wealth Services 7 722 −6,28 844 −2,09
2025-07-09 13F Procyon Private Wealth Partners, LLC 4 115 −35,84 450 −32,99
2025-08-04 13F Roble, Belko & Company, Inc 42 331 −38,63 5 −42,86
2025-08-15 13F Kestra Advisory Services, LLC 641 260 −17,02 70 083 −13,27
2025-08-14 13F Connecticut Wealth Management, LLC 815 056 −17,84 89 077 −14,13
2025-07-17 13F Willow Creek Wealth Management Inc. 5 145 −11,37 562 −7,41
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-06-24 NP MDAKX - MainStay Moderate ETF Allocation Fund Class C 30 389 −26,13 3 043 −37,56
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 8 376 −8,66 915 −4,49
2025-07-23 13F Litman Gregory Asset Management LLC 130 006 −9,32 14 208 −5,22
2025-07-16 13F Kendall Capital Management 2 578 −1,23 282 3,31
2025-07-16 13F Wealth Group Ltd 5 349 −9,95 585 −5,96
2025-08-08 13F Bailard, Inc. 124 073 −0,92 13 560 3,54
2025-06-18 13F/A Voya Investment Management Llc 415 303 −21,85 43 428 −29,07
2025-07-10 13F Polianta Ltd 0 −100,00 0
2025-07-31 13F Ground Swell Capital, LLC 0 −100,00 0
2025-08-15 13F Morgan Stanley 18 135 874 −3,04 1 982 070 1,34
2025-08-07 13F Efficient Advisors, LLC 0 −100,00 0
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 7 749 −91,41 847 −91,03
2025-07-18 13F Pennsylvania Capital Management Inc /adv 27 586 −4,98 3 015 −0,72
2025-08-13 13F IAG Wealth Partners, LLC 2 607 −16,09 285 −12,35
2025-07-21 13F Crews Bank & Trust 5 821 −2,51 636 1,92
2025-05-09 13F Renasant Bank 0 −100,00 0
2025-07-21 13F Rainey & Randall Investment Management Inc. 3 696 −33,88 404 −30,99
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-07-22 13F Penobscot Investment Management Company, Inc. 15 475 −1,12 1 691 3,36
2025-07-18 13F Parsons Capital Management Inc/ri 35 221 −1,60 3 849 2,86
2025-07-15 13F Kwmg, Llc 3 877 −6,60 424 −2,53
2025-04-15 13F Transform Wealth, LLC 3 583 −16,58 375 −24,29
2025-04-09 13F Inspirion Wealth Advisors, Llc 0 −100,00 0 −100,00
2025-08-18 13F Wolverine Trading, Llc 0 −100,00 0 −100,00
2025-08-13 13F Baker Avenue Asset Management, LP 14 104 −2,95 1 541 1,45
2025-07-28 13F Revolve Wealth Partners, LLC 19 922 −0,31 2 177 4,21
2025-05-14 13F Renaissance Technologies Llc 0 −100,00 0
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-08-14 13F Peapack Gladstone Financial Corp 535 264 −5,93 58 −1,69
2025-07-29 13F TFC Financial Management 13 123 −14,52 1 434 −10,65
2025-08-14 13F Fwl Investment Management, Llc 656 −38,05 72 −35,45
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 19 370 −51,00 2 117 −48,80
2025-07-23 13F Trifecta Capital Advisors, LLC 186 441 −3,19 20 376 1,18
2025-08-11 13F Great Lakes Advisors, Llc 1 839 −39,03 201 −36,51
2025-07-16 13F Ascent Capital Management, LLC 17 850 −5,55 1 951 −1,32
2025-07-17 13F Johnson Bixby & Associates, LLC 4 310 −2,75 471 1,73
2025-08-07 13F 1st Source Bank 206 646 −0,31 22 584 4,19
2025-08-14 13F BancorpSouth Bank 16 550 −0,08 1 809 4,45
2025-07-31 13F Gallagher Capital Advisors, LLC 24 164 −28,19 2 721 −22,68
2025-08-05 13F Freestone Capital Holdings, LLC 0 −100,00 0
2025-08-14 13F Silvercrest Asset Management Group Llc 20 862 −10,03 2 280 −5,94
2025-07-25 13F Allspring Global Investments Holdings, LLC 22 208 −84,49 2 464 −83,58
2025-08-04 13F Buck Wealth Strategies, LLC 64 448 −11,77 7 044 −7,79
2025-07-16 13F Diversified Enterprises, LLC 0 −100,00 0
2025-04-24 13F Illinois Municipal Retirement Fund 0 −100,00 0 −100,00
2025-06-24 NP MOEAX - MainStay Growth ETF Allocation Fund Class A 51 310 −4,91 5 138 −19,61
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-08-12 13F Bronte Capital Management Pty Ltd. 555 945 −57,18 65 009 −57,94
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 43 313 −0,95 4 734 3,52
2025-07-30 13F Sonata Capital Group Inc 8 006 −7,56 1
2025-08-07 13F Greystone Financial Group, LLC 0 −100,00 0
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc 30 298 −84,20 3 311 −83,49
2025-08-11 13F Teachers Insurance & Annuity Association Of America 12 422 −2,49 1 358 1,88
2025-07-18 13F jvl associates llc 148 931 −6,38 16 277 −2,16
2025-08-07 13F Tfo-tdc, Llc 92 632 −0,02 10 124 4,49
2025-08-11 13F Bellwether Advisors, LLC 45 238 −0,51 4 944 4,02
2025-08-07 13F Simplify Asset Management Inc. 0 −100,00 0
2025-08-14 13F CIBC World Markets Inc. 12 751 −2,37 1 394 2,05
2025-07-23 13F First Merchants Corp 228 053 −8,47 24 924 −4,34
2025-07-16 13F LS Investment Advisors, LLC 11 962 −26,50 1 307 −23,16
2025-08-06 13F SOUTH STATE Corp 145 531 −18,01 15 905 −14,31
2025-08-07 13F Sierra Ocean, Llc 1 870 −10,10 204 −5,99
2025-07-18 13F Parkside Investments, LLC 4 594 −0,91 502 3,72
2025-04-10 13F GenWealth Group, Inc. 0 −100,00 0
2025-08-18 13F Front Row Advisors LLC 235 −7,84 26 −3,85
2025-07-15 13F Shulman DeMeo Asset Management LLC 88 420 −1,51 9 663 2,94
2025-07-08 13F Partnership Wealth Management, LLC 72 076 −10,92 7 877 −6,89
2025-07-24 13F PDS Planning, Inc 2 055 −0,82 225 3,70
2025-07-28 13F Kiker Wealth Management, LLC 299 −77,50 33 −76,81
2025-08-04 13F Mill Capital Management, LLC 0 −100,00 0
2025-07-11 13F Ullmann Financial Group, Inc. 21 163 −5,55 2 313 −1,32
2025-08-12 13F Bank OZK 6 875 −17,79 751 −14,07
2025-08-14 13F Dagco, Inc. 3 980 −4,40 435 −0,23
2025-07-10 13F HWG Holdings LP 0 −100,00 0
2025-07-28 13F Rosenberg Matthew Hamilton 2 151 −10,75 235 −6,75
2025-07-23 13F Mullooly Asset Management, Inc. 153 076 −0,68 16 730 3,80
2025-07-17 13F Venture Visionary Partners LLC 126 761 −0,02 13 854 4,49
2025-07-25 13F Mitchell Capital Management Co 3 520 −9,09 394 −2,72
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 162 650 −1,46 17 776 2,98
2025-07-17 13F Alpine Bank Wealth Management 15 772 −6,63 1 724 −2,43
2025-08-15 13F Northeast Financial Consultants Inc 127 042 −35,50 13 884 −32,59
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-07-18 13F Pacific Point Advisors, LLC 11 993 −1,64 1 311 2,75
2025-07-23 13F Narwhal Capital Management 20 563 −12,73 2 247 −8,77
2025-07-28 13F Rik Saylor Financial, Inc. 13 395 −0,75 1 464 3,69
2025-07-23 13F Cfm Wealth Partners Llc 3 577 −3,35 391 0,78
2025-07-31 13F Burke & Herbert Bank & Trust Co 84 314 −0,36 9 215 4,14
2025-08-12 13F Country Trust Bank 417 −51,90 46 −50,00
2025-08-07 13F Parkside Financial Bank & Trust 10 665 −5,66 1 166 −1,44
2025-08-06 13F Souders Financial Advisors 4 180 −36,64 457 −33,82
2025-08-12 13F Frontier Asset Management, LLC 285 401 −17,92 31 192 −14,21
2025-05-13 13F Syverson Strege & Co 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ Put 0 −100,00 0 −100,00
2025-08-11 13F NewEdge Wealth, LLC 190 715 −39,47 21 091 −35,98
2025-08-04 13F Lockheed Martin Investment Management Co 0 −100,00 0
2025-07-15 13F Fifth Third Bancorp 1 989 900 −6,46 217 476 −2,24
2025-08-06 13F Middleton & Co Inc/ma 43 730 −3,32 4 779 1,06
2025-08-12 13F Argent Trust Co 118 117 −25,42 12 909 −22,05
2025-07-28 13F Corundum Trust Company, INC 32 298 −2,98 3 530 1,38
2025-08-08 13F Better Money Decisions, LLC 9 278 −1,28 1 014 3,26
2025-07-09 13F Woodstock Corp 11 904 −34,02 1 301 −31,07
2025-08-14 13F GWM Advisors LLC 553 404 −2,97 60 482 1,41
2025-07-14 13F Sowell Financial Services LLC 51 054 −13,17 5 580 −9,26
2025-08-12 13F Sierra Summit Advisors Llc 5 864 −3,17 641 1,11
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 2 808 −8,38 307 −4,37
2025-07-14 13F UMA Financial Services, Inc. 29 903 −1,42 3 268 3,06
2025-08-13 13F Correct Capital Wealth Management 4 459 −13,18 487 −9,31
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares 17 747 −7,11 1 940 −2,90
2025-08-13 13F Wealthquest Corp 27 079 −4,77 2 959 −0,47
2025-08-14 13F K2 Principal Fund, L.p. Put 20 000 −33,33 2 186 −30,35
2025-08-12 13F Beaton Management Co. Inc. 2 164 −1,14 0
2025-08-05 13F Verity Asset Management, Inc. 7 485 −59,95 818 −58,19
2025-08-14 13F Oxford Financial Group Ltd 7 861 −26,07 859 −22,68
2025-05-07 13F Indie Asset Partners, LLC 0 −100,00 0
2025-07-29 13F Lyell Wealth Management, Lp 11 805 −50,05 1 290 −47,79
2025-08-11 13F Lcnb Corp 12 232 −0,61 1 337 3,89
2025-07-28 13F Duncker Streett & Co Inc 3 843 −3,54 420 0,72
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-07-01 13F Harbor Investment Advisory, Llc 21 042 −21,00 2 300 −17,45
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 0 −100,00 0
2025-04-22 13F Three Cord True Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-19 13F Newbridge Financial Services Group, Inc. 527 −27,11 58 −24,00
2025-08-14 13F Ubs Asset Management Americas Inc 150 000 −92,16 16 394 −91,80
2025-04-29 13F Moody Aldrich Partners Llc 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 9 904 −85,16 1 082 −84,38
2025-07-15 13F Main Street Group, LTD 4 976 −2,05 544 2,45
2025-07-31 13F New Hampshire Trust 29 654 −1,20 3 241 3,25
2025-08-08 13F Accredited Investors Inc. 675 782 −12,99 73 856 −9,07
2025-07-10 13F Peoples Bank/KS 0 −100,00 0
2025-07-11 13F Seacrest Wealth Management, Llc 11 620 −1,10 1 270 3,42
2025-07-07 13F Peterson Wealth Advisors, LLC 19 138 −19,59 2 092 −5,85
2025-07-17 13F Moss Adams Wealth Advisors LLC 760 607 −8,78 83 127 −4,67
2025-08-14 13F City National Bank Of Florida /msd 6 644 −0,70 726 3,86
2025-08-04 13F IFG Advisory, LLC 93 781 −0,40 10 249 4,10
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 17 916 −3,21 1 958 1,19
2025-07-22 13F Peoples Bank /oh 39 174 −9,10 4 281 −4,99
2025-07-21 13F Cape Ann Savings Bank 34 252 −10,63 3 743 −6,59
2025-08-12 13F/A Cozad Asset Management Inc 58 056 −4,46 6 345 −0,16
2025-07-15 13F Cora Capital Advisors Llc 17 493 −11,89 1 912 −7,95
2025-08-08 13F Fiera Capital Corp 243 190 −19,60 26 578 −15,97
2025-07-25 13F Ball & Co Wealth Management Inc. 0 −100,00 0
2025-08-12 13F Allen Capital Group, LLC 12 539 −13,99 1 370 −10,10
2025-08-14 13F Talisman Wealth Advisors LLC 20 261 −7,87 2 214 −3,70
2025-07-30 13F Fusion Family Wealth LLC 179 230 −14,38 19 588 −10,52
2025-07-17 13F Dopkins Wealth Management, Llc 2 690 −0,41 294 4,26
2025-08-05 13F Elm Partners Management LLC 20 093 −1,12 2 196 3,39
2025-07-28 13F Patten & Patten Inc/tn 2 932 −1,97 320 2,56
2025-08-13 13F MONECO Advisors, LLC 9 988 −0,01 1 092 4,50
2025-08-07 13F Donaldson Capital Management, Llc 34 586 −14,91 3 780 −11,08
2025-08-06 13F Hoxton Planning & Management, LLC 5 301 −1,52 579 3,02
2025-07-21 13F TFG Advisers LLC 14 251 −3,53 1 558 0,84
2025-08-06 13F Simmons Bank 195 491 −1,23 21 365 3,23
2025-04-30 13F POM Investment Strategies, LLC 0 −100,00 0
2025-07-31 13F Buckingham Strategic Partners 24 172 −19,33 2 642 −15,70
2025-07-09 13F Fermata Advisors, LLC 3 201 −35,44 350 −32,63
2025-08-13 13F Northern Trust Corp 9 419 097 −2,23 1 029 413 2,19
2025-07-28 13F Private Wealth Asset Management, LLC 224 493 −3,09 24 535 1,28
2025-06-18 NP NADMX - Nationwide Investor Destinations Moderate Fund Class A 140 352 −0,74 14 053 −16,09
2025-07-09 13F Sandy Cove Advisors, LLC 11 179 −2,51 1 222 1,83
2025-07-29 13F Stratos Wealth Partners, LTD. 457 114 −2,54 49 958 1,86
2025-08-07 13F Legacy Financial Advisors, Inc. 2 529 −8,93 276 −4,83
2025-08-11 13F Madison Asset Management, LLC 173 020 −19,37 18 909 −15,74
2025-07-07 13F Trust Co 2 835 −9,05 310 −4,92
2025-08-05 13F Elyxium Wealth, LLC 47 075 −2,69 5 145 1,70
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 14 001 −59,57 1 530 −57,75
2025-08-14 13F Bnp Paribas Arbitrage, Sa 131 672 −3,22 14 390 1,15
2025-08-01 13F Gwn Securities Inc. 4 846 −72,82 531 −71,93
2025-04-28 13F Smart Money Group LLC 0 −100,00 0
2025-08-01 13F Heritage Wealth Management, Inc./Texas 27 407 −5,84 2 996 −1,58
2025-08-06 13F Garrison Point Advisors, Llc 32 791 −1,27 3 584 3,20
2025-07-01 13F Stonehearth Capital Management, LLC 2 701 −95,22 295 −95,00
2025-07-18 13F BSW Wealth Partners 4 592 −15,99 502 −12,26
2025-08-14 13F Fmr Llc 16 369 514 −19,47 1 789 024 −15,84
2025-07-16 13F Independent Wealth Network Inc. 3 370 −0,62 368 3,95
2025-08-04 13F One Day In July LLC 405 357 −17,27 44 301 −13,53
2025-08-13 13F Provida Pension Fund Administrator 0 −100,00 0 −100,00
2025-08-14 13F Apriem Advisors 0 −100,00 0
2025-08-14 13F Full Sail Capital, LLC 542 357 −2,36 59 274 2,05
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 10 862 −0,06 1 187 4,49
2025-07-30 13F Rothschild Capital Partners, LLC 0 −100,00 0
2025-07-31 13F Waldron Private Wealth LLC 34 413 −0,43 3 761 4,07
2025-08-07 13F Guidance Capital, Inc 2 252 −3,01 244 2,09
2025-07-08 13F Parallel Advisors, LLC 84 874 −10,71 9 276 −6,69
2025-08-14 13F Glen Eagle Advisors, LLC 22 778 −1,70 2 489 2,72
2025-07-30 13F Nottingham Advisors, Inc. 117 512 −5,41 12 843 −1,15
2025-08-08 13F Francis Financial, Inc. 112 436 −14,31 12 288 −10,44
2025-08-12 13F Ascent Wealth Partners, LLC 1 941 −12,80 212 −8,62
2025-08-12 13F Bank Julius Baer & Co. Ltd, Zurich 0 −100,00 0
2025-07-24 13F Insight Inv LLC 2 828 −1,67 309 3,00
2025-07-11 13F Wealth Management Partners, LLC 24 691 −8,19 2 745 −2,42
2025-07-22 13F Innovative Wealth Building LLC 25 547 −4,86 2 792 −0,53
2025-07-22 13F DBK Financial Counsel, LLC 28 303 −1,86 3 093 2,59
2025-07-25 13F Midwest Capital Advisors, LLC 3 060 −60,90 334 −59,17
2025-08-11 13F Conquis Financial Llc 34 903 −1,37 3 815 3,08
2025-08-05 13F Gilbert & Cook, Inc. 11 396 −0,10 1 245 4,45
2025-08-08 13F Tiemann Investment Advisors, Llc 23 049 −2,86 2 519 1,53
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 11 150 −5,64 1 219 −1,38
2025-08-13 13F Holos Integrated Wealth LLC 420 −28,57 47 −24,59
2025-08-08 13F Your Advocates Ltd., LLP 82 −26,13 9 −27,27
2025-08-06 13F Aspetuck Financial Management LLC 44 919 −0,71 4 909 3,78
2025-08-05 13F Continuum Wealth Advisors, Llc 12 677 −1,78 1 385 2,67
2025-07-09 13F Affinity Capital Advisors, LLC 17 714 −3,82 1 936 10,19
2025-04-23 13F Integris Wealth Management, LLC 0 −100,00 0
2025-07-09 13F Market Street Wealth Management Advisors Llc 4 445 −7,42 486 −3,39
2025-05-29 13F Apeiron RIA LLC 0 −100,00 0
2025-08-14 13F Visionary Wealth Advisors 20 596 −0,32 2 251 4,17
2025-08-19 13F Advisory Services Network, LLC 253 292 −14,67 27 933 −10,01
2025-08-13 13F Transce3nd, LLC 744 −2,75 81 2,53
2025-07-31 13F Fiduciary Wealth Partners, LLC 0 −100,00 0 −100,00
2025-07-09 13F Dynamic Advisor Solutions LLC 118 315 −0,31 12 931 4,18
2025-08-12 13F Farmers National Bank 2 286 −7,15 250 −3,11
2025-08-13 13F Gateway Wealth Partners, LLC 36 259 −4,36 3 963 −0,05
2025-07-23 13F Morton Capital Management LLC/CA 1 849 −4,79 202 −0,49
2025-08-14 13F Betterment LLC 40 584 −19,93 4 −20,00
2025-07-25 13F Wells Financial Advisors INC 3 970 −16,44 434 −12,70
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-08-07 13F Atala Financial Inc 0 −100,00 0
2025-07-30 13F First Citizens Bank & Trust Co 81 268 −26,85 8 882 −23,55
2025-04-28 13F Actinver Wealth Management, Inc. 0 −100,00 0
2025-07-07 13F OMNI 360 Wealth, Inc. 11 813 −1,20 1 291 3,28
2025-08-04 13F UNIVEST FINANCIAL Corp 14 594 −0,84 1 595 3,57
2025-08-12 13F Private Management Group Inc 3 364 −4,00 368 0,27
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 8 019 −3,78 876 0,57
2025-07-07 13F Horizons Wealth Management 6 646 −11,94 726 −7,98
2025-08-15 13F Blue Edge Capital, LLC 1 936 −1,73 212 2,43
2025-07-24 13F Eastern Bank 11 994 −5,24 1 311 −0,98
2025-05-15 13F Cambridge Associates Llc /ma/ /adv 0 −100,00 0
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 38 998 −8,09 4 262 −3,42
2025-08-07 13F Rathbone Brothers plc 13 574 −0,22 1 484 4,29
2025-08-13 13F Quadrant Capital Group Llc 187 756 −42,16 20 520 −39,55
2025-07-17 13F Beacon Capital Management, LLC 1 802 −22,43 197 −19,01
2025-05-07 13F Intellus Advisors LLC 0 −100,00 0
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 861 −7,42 94 −3,09
2025-08-11 13F Mosaic Family Wealth Partners, Llc 2 069 −15,45 226 −11,37
2025-07-24 13F Weaver Capital Management LLC 3 674 −8,40 402 −4,30
2025-08-14 13F Keebeck Wealth Management, LLC 28 694 −1,03 3 136 3,43
2025-08-04 13F Kovack Advisors, Inc. 5 404 −17,21 591 −13,49
2025-08-12 13F Integrated Advisors Network LLC 61 989 −1,17 6 775 3,28
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 0 −100,00 0
2025-07-25 13F Lion Street Advisors, LLC 2 876 −45,52 314 −43,01
2025-08-07 13F Fidelis Capital Partners, LLC 85 812 −5,04 9 509 5,39
2025-08-11 13F HighTower Advisors, LLC 2 849 282 −5,22 311 398 −0,95
2025-08-06 13F Wsfs Capital Management, Llc 21 544 −13,31 2 355 −9,39
2025-08-13 13F Trustmark National Bank Trust Department 33 785 −0,98 3 692 3,50
2025-08-14 13F Bayesian Capital Management, LP 0 −100,00 0
2025-08-11 13F Eq Llc 2 284 −83,30 250 −82,59
2025-08-18 NP ULTRA SERIES FUND - Moderate Allocation Fund Class I 30 124 −22,82 3 292 −19,33
2025-07-15 13F DKM Wealth Management, Inc. 3 870 −17,41 423 −13,88
2025-07-23 13F Capital Management Associates, Inc 8 891 −47,15 972 −44,80
2025-07-22 13F Jamison Private Wealth Management, Inc. 13 001 −0,56 1 421 3,88
2025-07-11 13F Orrstown Financial Services Inc 6 917 −39,88 756 −37,24
2025-04-24 13F Financial Life Advisors 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 155 077 −58,82 17 115 −56,54
2025-07-30 13F First Interstate Bank 664 698 −0,27 72 645 4,23
2025-07-24 13F Ashford Advisors, LLC 1 290 −64,99 548 42,08
2025-07-23 13F Stephen J. Garry & Associates, Llc 2 596 −2,66 284 1,80
2025-08-14 13F Talon Private Wealth, LLC 6 883 −2,31 752 2,17
2025-07-24 13F Blair William & Co/il 285 111 −11,46 31 160 −7,47
2025-08-14 13F White Knight Strategic Wealth Advisors, LLC 9 714 −7,99 1 062 −3,89
2025-07-22 13F Verus Wealth Management, Llc 30 342 −9,02 3 316 −4,90
2025-08-07 13F Nwam Llc 27 670 −51,36 3 087 −48,12
2025-08-11 13F Amara Financial, Llc. 23 172 −48,98 2 533 −46,68
2025-08-12 13F Choate Investment Advisors 61 644 −86,43 6 737 −85,82
2025-05-01 13F Grant/GrossMendelsohn, LLC 8 619 −15,39 864 −26,43
2025-07-30 13F Sterling Investment Management, Inc. 2 974 −3,72 325 0,62
2025-07-22 13F Apexium Financial, Lp 138 457 −4,38 15 132 −0,07
2025-08-18 13F/A National Bank Of Canada /fi/ 38 291 −6,65 4 184 −2,43
2025-07-31 13F Conservest Capital Advisors, Inc. 153 343 −37,86 16 759 −35,06
2025-07-23 13F Element Wealth, LLC 48 843 −2,94 5 338 1,44
2025-07-29 13F Koshinski Asset Management, Inc. 29 029 −4,60 3 173 −0,28
2025-04-17 13F Montecito Bank & Trust 56 946 −0,29 5 955 −9,51
2025-08-11 13F Regal Investment Advisors LLC 120 471 −2,05 13 166 2,37
2025-07-23 13F WoodTrust Financial Corp 3 194 −6,53 0
2025-07-28 13F BRYN MAWR TRUST Co 124 056 −13,09 13 558 −9,17
2025-08-08 13F Keyvantage Wealth, Llc 6 981 −7,14 763 −3,05
2025-08-12 13F Insigneo Advisory Services, Llc 9 790 −9,34 1 070 −5,31
2025-08-05 13F Fourth Dimension Wealth, LLC 10 108 −12,57 1 105 −8,61
2025-08-04 13F Wealth Management Associates, Inc. 0 −100,00 0
2025-08-13 13F D L Carlson Investment Group Inc 2 454 −6,90 268 −2,55
2025-08-14 13F Financial Network Wealth Advisors LLC 410 −3,76 45 0,00
2025-07-16 13F Embree Financial Group 97 487 −14,19 10 654 −10,31
2025-07-29 13F Signature Estate & Investment Advisors Llc 25 173 −13,44 2 751 −9,51
2025-08-13 13F Balanced Wealth Group Llc 25 528 −8,97 2 815 −3,99
2025-08-07 13F Gs Investments, Inc. 10 470 −3,46 1 144 0,88
2025-08-14 13F Becker Capital Management Inc 414 585 −27,14 45 310 −23,85
2025-07-11 13F Rockwood Wealth Management, LLC 15 144 −5,59 1 655 −1,31
2025-08-05 13F Compton Financial Group, LLC 11 777 −36,67 1 287 −33,80
2025-08-08 13F Thoroughbred Financial Services, Llc 20 695 −22,46 2 0,00
2025-07-17 13F/A Capital Investment Advisors, LLC 247 706 −4,88 27 072 −0,59
2025-08-05 13F Seelaus Asset Management LLC 2 712 −14,64 296 −10,84
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-05-15 13F Twin Tree Management, LP Call 0 −100,00 0 −100,00
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-04-30 13F Sofos Investments, Inc. 173 −71,36 18 −71,87
2025-07-02 13F Helen Stephens Group, LLC 2 582 −17,14 282 −13,23
2025-07-08 13F Madison Park Capital Advisors, LLC 37 840 −8,81 4 136 −4,70
2025-08-13 13F Mount Yale Investment Advisors, LLC 37 278 −7,04 4 074 −2,84
2025-07-31 13F 180 Wealth Advisors, Llc 7 879 −1,73 861 2,74
2025-08-14 13F Ieq Capital, Llc 524 527 −35,27 57 326 −32,35
2025-08-14 13F First Foundation Advisors 9 538 −1,02 1 042 3,48
2025-08-07 13F Lakeridge Wealth Management LLC 4 654 −2,94 509 1,40
2025-08-12 13F Trexquant Investment LP 3 378 −35,55 369 −32,66
2025-07-21 13F Old Second National Bank Of Aurora 927 −55,58 101 −53,67
2025-08-06 13F Stokes Family Office, LLC 4 128 −0,07 451 4,64
2025-08-12 13F Accredited Wealth Management, LLC 12 264 −1,05 1 340 3,40
2025-08-13 13F River Wealth Advisors LLC 5 673 −65,43 620 −63,93
2025-08-13 13F Vertex Planning Partners, LLC 7 331 −0,07 801 4,43
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4 000 −48,05 418 −52,87
2025-04-17 13F Partners Wealth Management, Llc 0 −100,00 0
2025-07-22 13F Signature Wealth Management Partners, LLC 0 −100,00 0
2025-07-17 13F Enclave Advisors LLC 54 488 −15,69 5 955 −11,90
2025-08-08 13F Cetera Investment Advisers 1 855 611 −6,71 202 800 −2,50
2025-08-01 13F Penobscot Wealth Management 3 393 −9,66 371 −5,61
2025-07-10 13F Brady Family Wealth, Llc 17 708 −3,17 1 935 1,20
2025-07-16 13F Traveka Wealth, LLC 4 318 −3,36 472 0,86
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-12 13F Rhumbline Advisers 13 402 −56,71 1 465 −54,77
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 63 646 −47,61 6 956 −45,24
2025-07-24 13F Lmcg Investments, Llc 0 −100,00 0
2025-07-15 13F Mather Group, Llc. 42 356 −6,56 4 629 −2,34
2025-07-30 13F Retirement Planning Group 27 904 −6,90 3 050 −2,71
2025-08-12 13F Vestor Capital, Llc 661 −97,56 0 −100,00
2025-07-11 13F Annex Advisory Services, LLC 41 051 −13,42 4 487 −9,52
2025-08-05 13F Cherry Tree Wealth Management, LLC 3 833 −29,40 419 −26,28
2025-08-19 13F Cape Investment Advisory, Inc. 1 475 −78,35 161 −77,39
2025-07-31 13F Lee Danner & Bass Inc 36 049 −0,32 3 940 4,18
2025-04-18 13F Rakuten Securities, Inc. 0 −100,00 0
2025-08-14 13F Matrix Private Capital Group Llc 70 935 −10,67 7 752 −6,65
2025-08-14 13F Ruggaard & Associates LLC 2 248 −51,81 246 −49,69
2025-08-05 13F Sebold Capital Management, Inc. 30 922 −0,97 3 379 3,49
2025-08-12 13F Jefferies Financial Group Inc. 3 577 −14,79 391 −10,96
2025-09-04 13F SevenBridge Financial Group, LLC 23 711 −13,68 2 712 −8,16
2025-07-15 13F Total Wealth Planning, Llc 6 274 −2,24 686 2,09
2025-08-18 NP ULTRA SERIES FUND - Conservative Allocation Fund Class I 7 107 −21,01 777 −17,45
2025-08-12 13F Clearwater Capital Advisors, LLC 10 196 −6,84 1 114 −2,62
2025-07-28 13F Arlington Financial Advisors, LLC 0 −100,00 0
2025-08-01 13F Bessemer Group Inc 840 922 −6,48 92 −3,19
2025-08-14 13F Harmony Asset Management Llc 14 809 −26,59 1 619 −23,28
2025-09-03 13F Ballentine Capital Advisors, Inc 4 322 −13,42 472 −9,58
2025-07-09 13F Fjell Capital, LLC 0 −100,00 0
2025-05-14 13F Hill Investment Group Partners, LLC 0 −100,00 0
2025-05-15 13F Twin Tree Management, LP Put 0 −100,00 0 −100,00
2025-08-25 13F/A Neuberger Berman Group LLC 21 972 −69,51 2 401 −68,14
2025-07-17 13F Global Trust Asset Management, LLC 1 197 −76,70 131 −75,79
2025-08-05 13F Cassaday & Co Wealth Management LLC 8 530 −14,43 932 −10,56
2025-04-28 13F Detalus Advisors, LLC 0 −100,00 0
2025-04-15 13F Corrigan Financial, Inc. 17 796 −1,48 1 861 −10,62
2025-06-24 NP MNERX - MainStay Conservative ETF Allocation Fund Class R3 9 509 −26,49 952 −37,86
2025-07-29 13F Novare Capital Management Llc 3 645 −4,48 398 0,00
2025-08-06 13F Wedbush Securities Inc 34 671 −9,84 4 −25,00
2025-07-09 13F Exchange Bank 5 558 −0,61 607 3,94
2025-07-15 13F Tepp RIA, LLC 0 −100,00 0
2025-08-04 13F Atria Investments Llc 57 647 −4,74 6 300 −0,44
2025-08-12 13F Forum Private Client Group LLC 11 175 −0,48 1 221 4,00
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-07-16 13F Arkansas Financial Group, Inc. 56 971 −3,16 6 382 15,14
2025-08-06 13F Modera Wealth Management, LLC 1 451 997 −11,79 158 689 −7,81
2025-08-14 13F Nepc Llc 33 528 −0,04 3 664 4,48
2025-08-13 13F Tobias Financial Advisors, Inc. 0 −100,00 0
2025-08-08 13F ERTS Wealth Advisors, LLC 0 −100,00 0
2025-05-14 13F Douglass Winthrop Advisors, LLC 0 −100,00 0
2025-08-13 13F Dana Investment Advisors, Inc. 19 627 −7,95 2 145 −3,77
2025-08-01 13F Envestnet Asset Management Inc 16 819 881 −5,56 1 838 231 −1,30
2025-07-25 13F Hazlett, Burt & Watson, Inc. 636 −2,15 0
2025-07-21 13F Greenwood Capital Associates Llc 26 364 −1,54 2 881 2,93
2025-07-22 13F Davidson Kahn Capital Management, LLC 4 997 −0,85 546 3,80
2025-08-11 13F Private Advisor Group, LLC 570 720 −0,28 62 374 4,22
2025-07-11 13F AA Financial Advisors, LLC 2 791 −2,04 305 2,69
2025-04-29 13F Penserra Capital Management LLC 0 −100,00 0
2025-08-12 13F Northeast Planning Associates, Inc. / Nh / 1 865 −4,36 204 0,00
2025-07-31 13F Sage Mountain Advisors LLC 36 753 −9,07 4 017 −4,97
2025-04-25 13F EnRich Financial Partners LLC 0 −100,00 0
2025-07-31 13F Forte Asset Management Llc 6 331 −34,48 692 −31,58
2025-07-31 13F Leavell Investment Management, Inc. 37 482 −11,27 4 096 −7,27
2025-07-10 13F NorthCrest Asset Manangement, LLC 11 092 −4,12 1 254 3,72
2025-08-14 13F Bank Of America Corp /de/ 31 970 807 −3,11 3 494 089 1,26
2025-07-16 13F Cahaba Wealth Management, Inc. 423 545 −5,94 46 289 −1,69
2025-08-08 13F SG Americas Securities, LLC 44 366 −17,27 5 −20,00
2025-05-13 13F Compass Financial Group, INC/SD 0 −100,00 0
2025-07-23 13F Stonegate Investment Group, LLC 19 033 −9,17 2 080 −5,07
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 7 769 −1,48 849 3,03
2025-08-08 13F Pioneer Trust Bank N A/or 6 560 −0,61 717 3,77
2025-08-18 NP ULTRA SERIES FUND - Aggressive Allocation Fund Class I 15 589 −20,10 1 704 −16,52
2025-05-14 13F ZEGA Investments, LLC 0 −100,00 0
2025-08-13 13F Peloton Wealth Strategists 2 899 −12,12 0
2025-08-15 13F Lantern Wealth Advisors, LLC 2 045 −3,26 224 −8,23
2025-07-09 13F Defined Wealth Management, Llc 8 561 −23,21 936 −19,74
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0
2025-07-24 13F MSH Capital Advisors LLC 42 032 −2,95 4 594 1,41
2025-08-14 13F Capital Planning Advisors, LLC 0 −100,00 0
2025-07-10 13F Professional Financial Advisors, LLC 6 044 −3,59 661 0,76
2025-08-12 13F Archvest Wealth Advisors, Inc. 0 −100,00 0
2025-07-31 13F CVA Family Office, LLC 24 852 −0,10 2 716 4,42
2025-07-11 13F BTC Capital Management, Inc. 3 420 −20,09 374 −16,55
2025-08-08 13F Crossmark Global Holdings, Inc. 9 482 −26,39 1 036 −23,09
2025-08-15 13F Manhattan West Asset Management, LLC 13 141 −19,03 1 436 −15,38
2025-08-05 13F Dynasty Wealth Management, Llc 624 862 −3,85 68 291 0,49
2025-07-30 13F Capstone Triton Financial Group, LLC 0 −100,00 0
2025-07-09 13F Aaron Wealth Advisors LLC 13 665 −6,14 1 493 −1,91
2025-08-06 13F Ethos Financial Group, LLC 15 755 −4,01 1 722 −4,02
2025-08-14 13F Horizon Investments, LLC 226 261 −68,89 24 728 −67,49
2025-04-24 13F Falcon Wealth Planning 0 −100,00 0
2025-08-08 13F Tortoise Investment Management, LLC 99 648 −2,32 10 891 2,09
2025-08-08 13F Burling Wealth Partners, Llc 127 202 −1,14 13 902 3,32
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 616 −76,55 67 −75,55
2025-07-17 13F Greenhouse Wealth Management, LLC 7 460 −0,63 815 3,95
2025-08-14 13F UBS Group AG 10 006 675 −5,66 1 093 630 −1,41
2025-07-30 13F Evermay Wealth Management Llc 96 554 −4,62 10 552 −0,31
2025-07-02 13F Doliver Advisors, Lp 4 602 −4,11 503 0,20
2025-07-15 13F GSB Wealth Management, LLC 16 021 −0,73 1 751 3,73
2025-07-29 13F International Assets Investment Management, Llc 8 484 −5,93 927 −1,70
2025-07-17 13F ERn Financial, LLC 48 769 −2,59 5 330 1,80
2025-07-23 13F True Vision MN LLC 0 −100,00 0
2025-08-11 13F Pineridge Advisors LLC 282 −0,35 31 3,45
2025-08-12 13F BlueStem Wealth Partners, LLC 4 046 −0,27 442 4,25
2025-08-07 13F Birchcreek Wealth Management, LLC 8 470 −7,36 926 −3,24
2025-08-14 13F Aprio Wealth Management, LLC 5 563 −37,10 608 −34,31
2025-07-25 13F Joel Adams & Associates, Inc. 16 194 −2,63 1 770 1,73
2025-08-14 13F Fairview Capital Investment Management, Llc 3 244 −0,31 355 4,12
2025-08-08 13F ProVise Management Group, LLC 132 728 −1,25 14 506 3,20
2025-08-14 13F Wells Fargo & Company/mn 16 436 847 −4,05 1 796 383 0,28
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 2 380 295 −5,53 260 142 −1,26
2025-07-15 13F Financial Partners Group, Inc 12 371 −25,57 1 352 −22,27
2025-08-08 13F Empower Advisory Group, LLC 58 422 −70,47 6 385 −69,15
2025-07-18 13F Marino, Stram & Associates Llc 118 119 −8,21 12 909 −4,07
2025-07-22 13F Dougherty Wealth Advisers LLC 17 711 −13,29 1 936 −9,37
2025-08-05 13F Carson Advisory Inc. 5 813 −13,37 635 −9,42
2025-08-13 13F Shepherd Financial Partners LLC 5 951 −24,53 650 −21,12
2025-07-31 13F Oak Harbor Wealth Partners, Llc 60 074 −0,60 6 565 3,88
2025-07-11 13F Grant Private Wealth Management Inc 0 −100,00 0
2025-07-15 13F RVW Wealth, LLC 22 370 −1,92 2 445 2,52
2025-07-25 13F Cwm, Llc 148 936 −35,80 16 −33,33
2025-07-10 13F Pachira Investments Inc. 85 939 −4,39 9 392 0,47
2025-08-07 13F Traynor Capital Management, Inc. 6 192 −94,80 687 −94,48
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-12 13F Putnam Fl Investment Management Co 35 755 −90,44 3 908 −90,01
2025-08-19 13F National Asset Management, Inc. 30 246 −34,48 3 306 −37,86
2025-08-26 13F Claris Financial LLC 2 141 −20,05 234 −24,35
2025-07-14 13F Argentarii, LLC 7 730 −16,43 845 −12,72
2025-08-04 13F Partners in Financial Planning 2 294 −19,34 251 −15,82
2025-08-11 13F TRUE Private Wealth Advisors 19 297 −13,28 2 109 −9,33
2025-04-22 13F Hill Island Financial Llc 0 −100,00 0 −100,00
2025-04-29 13F Ceera Investments, Llc 0 −100,00 0
2025-07-14 13F Southland Equity Partners LLC 2 950 −1,83 322 2,55
2025-08-18 13F Second Line Capital, LLC 19 444 −15,20 2 125 −11,39
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-07-29 13F Salomon & Ludwin, LLC 103 044 −2,51 11 589 4,85
2025-08-01 13F Centerpoint Advisors, LLC 125 813 −2,45 14 0,00
2025-08-13 13F Rsm Us Wealth Management Llc 94 245 −3,16 10 300 1,22
2025-07-08 13F Boltwood Capital Management 56 411 −0,38 6 165 4,12
2025-07-17 13F Flywheel Private Wealth LLC 5 738 −6,52 627 −2,18
2025-08-27 13F Cypress Capital Advisors, LLC 2 171 −0,64 237 3,95
2025-07-24 13F Bryant Woods Investment Advisors, LLC 87 826 −4,24 9 600 0,09
2025-08-14 13F Susquehanna International Group, Llp Call 342 500 −19,18 37 432 −15,54
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 401 840 −14,62 43 917 −10,77
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-07-18 13F Consolidated Portfolio Review Corp 39 141 −4,33 4 278 −0,02
2025-07-21 13F Triad Wealth Partners, LLC 3 955 −10,15 432 −6,09
2025-07-16 13F Essex Financial Services, Inc. 27 801 −9,03 3 038 −4,91
2025-08-06 13F Titan Global Capital Management Usa Llc 0 −100,00 0
2025-05-07 13F Maridea Wealth Management LLC 0 −100,00 0
2025-08-05 13F Tiaa Trust, National Association 516 031 −1,52 56 397 2,93
2025-07-24 13F True Link Financial Advisors, LLC 2 472 −56,87 270 −54,92
2025-08-07 13F Commerce Bank 51 743 −5,45 5 655 −1,19
2025-07-07 13F Kings Path Partners LLC 82 −57,29 9 −60,00
2025-07-15 13F Td Private Client Wealth Llc 138 647 −7,74 15 153 −3,58
2025-07-30 13F Brookstone Capital Management 43 135 −51,15 4 714 −48,94
2025-08-04 13F Spire Wealth Management 49 402 −27,86 5 329 −25,58
2025-08-11 13F United Capital Financial Advisers, Llc 1 119 971 −5,60 122 402 −1,34
2025-07-17 13F KG&L Capital Management,LLC 11 106 −8,23 1 214 −4,11
2025-07-10 13F Security National Bank 7 025 −0,75 768 3,65
2025-08-11 13F FineMark National Bank & Trust 148 182 −7,49 16 195 −3,32
2025-07-31 13F United Community Bank 18 867 −19,40 2 062 −15,77
2025-07-17 13F SWS Partners 14 725 −10,18 1 609 −6,13
2025-08-06 13F Vantage Financial Partners, LLC 47 117 −53,14 5 149 −51,03
2025-08-14 13F Core Wealth Advisors, Inc. 17 995 −1,27 1 967 3,20
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 0 −100,00 0
2025-07-29 13F Dale Q Rice Investment Management Ltd 5 055 −53,08 564 −50,00
2025-08-11 13F Mill Creek Capital Advisors, LLC 24 992 −21,48 2 731 −17,94
2025-08-01 13F Ashton Thomas Private Wealth, LLC 177 469 −29,82 19 396 −26,66
2025-08-01 13F Solstein Capital, LLC 10 073 −26,99 1 101 −23,72
2025-08-08 13F Wealth Quarterback LLC 1 905 −31,30 208 −28,03
2025-07-30 13F Roman Butler Fullerton & Co 15 393 −11,74 1 738 3,58
2025-07-10 13F Clare Market Investments LLC 3 289 −41,12 359 −38,53
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 1 031 −94,78 112 −94,57
2025-07-30 13F Dupree Financial Group, LLC 5 992 −2,54 655 1,87
2025-08-05 13F GHP Investment Advisors, Inc. 78 469 −0,60 8 576 3,88
2025-08-05 13F Ellevest, Inc. 14 682 −24,45 1 605 −21,06
2025-08-11 13F MainStreet Investment Advisors LLC 173 885 −6,03 19 004 −1,79
2025-08-14 13F Tennessee Valley Asset Management Partners 0 −100,00 0
2025-09-09 13F NWF Advisory Services Inc. 8 018 −2,27 876 2,22
2025-07-23 13F ETF Portfolio Partners, Inc. 26 826 −11,13 2 932 −7,13
2025-08-14 13F Operose Advisors LLC 91 896 −2,78 10 043 1,60
2025-07-23 13F Maryland State Retirement & Pension System 0 −100,00 0
2025-07-24 13F Morton Brown Family Wealth, LLC 824 −3,74 90 1,12
2025-07-28 13F Sterling Financial Planning, Inc. 11 367 −0,11 1 242 4,37
2025-05-02 13F Ndwm Llc 0 −100,00 0
2025-08-06 13F Black Swift Group, LLC 0 −100,00 0
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares 70 051 −3,72 7 656 0,62
2025-08-04 13F BLB&B Advisors, LLC 657 365 −2,21 71 843 2,21
2025-07-23 13F Sachetta, LLC 41 867 −1,30 4 576 3,16
2025-08-14 13F Frisch Financial Group, Inc. 0 −100,00 0
2025-08-13 13F Financial Freedom, LLC 4 622 −9,94 505 −5,78
2025-07-21 13F Ascent Group, LLC 18 172 −17,47 1 986 −13,77
2025-08-14 13F Helium Advisors LLC 6 558 −3,77 717 0,56
2025-08-07 13F Cahill Financial Advisors Inc 23 785 −12,76 2 599 −8,84
2025-07-15 13F Revisor Wealth Management LLC 2 269 −15,74 259 −8,19
2025-08-14 13F Integrated Investment Consultants, LLC 10 775 −0,62 1 178 3,88
2025-08-01 13F Biltmore Family Office, LLC 31 283 −0,68 3 419 3,80
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 17 620 −4,08 1 926 0,26
2025-08-14 13F Main Street Financial Solutions, LLC 5 008 −2,64 547 1,86
2025-08-07 13F Resources Investment Advisors, LLC. 157 504 −2,03 17 214 2,40
2025-05-14 13F Napa Wealth Management 0 −100,00 0
2025-04-11 13F Safeguard Financial, LLC 4 038 −2,23 422 −11,16
2025-07-25 13F Northwest Capital Management Inc 17 −94,50 2 −96,87
2025-08-12 13F Trans-Canada Capital Inc. 0 −100,00 0
2025-08-14 13F Advisor OS, LLC 11 724 −12,51 1 281 −8,57
2025-07-31 13F Jordan Park Group LLC 0 −100,00 0
2025-08-14 13F Fosun International Ltd 0 −100,00 0
2025-07-30 13F Eqis Capital Management, Inc. 29 847 −23,78 3 262 −20,34
2025-08-14 13F Wealth Preservation Advisors, LLC 909 −31,45 99 −28,26
2025-08-14 13F Syon Capital Llc 23 122 −70,96 2 527 −69,66
2025-08-14 13F Financial Advisory Service, Inc. 29 312 −3,28 3 204 1,07
2025-06-18 NP NDMAX - Nationwide Investor Destinations Moderately Aggressive Fund Class A 157 074 −1,32 15 728 −16,58
2025-07-22 13F Valley National Advisers Inc 37 703 −13,80 4 0,00
2025-07-15 13F Signet Financial Management, Llc 14 039 −7,94 1 534 −3,76
2025-07-22 13F Journey Beyond Wealth, LLC 36 368 −1,59 3 975 2,85
2025-08-06 13F Mcrae Capital Management Inc 4 327 −25,46 473 −22,24
2025-07-28 13F Aries Wealth Management 2 446 −46,86 267 −44,49
2025-07-15 13F North Star Investment Management Corp. 4 746 −0,02 519 4,44
2025-07-15 13F Mainstream Capital Management LLC 0 −100,00 0
2025-08-07 13F Brio Consultants, LLC 8 093 −23,45 884 −20,00
2025-07-21 13F Syntax Research, Inc. 32 460 −1,20 3 548 3,26
2025-07-29 13F Flavin Financial Services, Inc. 16 390 −5,70 1 791 −1,43
2025-05-07 13F Spectrum Wealth Counsel, LLC 3 856 −85,05 403 −86,44
2025-07-11 13F/A Umb Bank N A/mo 632 380 −13,51 69 113 −9,61
2025-04-25 13F Smith, Salley & Associates 0 −100,00 0
2025-07-17 13F LexAurum Advisors, LLC 3 473 −2,55 380 1,88
2025-07-29 13F Wingate Wealth Advisors, Inc. 3 101 −23,15 339 −19,71
2025-07-11 13F Capital Advantage, Inc. 44 352 −66,23 4 847 −67,97
2025-07-23 13F Prime Capital Investment Advisors, LLC 147 130 −39,90 16 080 −37,19
2025-05-13 13F Measured Risk Portfolios, Inc. 0 −100,00 0
2025-07-28 13F Cypress Wealth Services, LLC 1 968 −42,69 215 −40,11
2025-07-24 13F Etesian Wealth Advisors, Inc. 56 986 −17,38 6 228 −13,66
2025-08-12 13F O'shaughnessy Asset Management, Llc 60 835 −1,27 6 649 3,18
2025-07-15 13F Bay Capital Advisors, LLC 34 041 −31,20 3 720 −28,10
2025-07-09 13F Goelzer Investment Management, Inc. 164 692 −0,07 17 999 4,44
2025-08-04 13F Noesis Capital Mangement Corp 52 473 −19,74 5 735 −16,12
2025-08-11 13F Bell Investment Advisors, Inc 63 829 −5,32 6 976 −1,05
2025-08-12 13F Founders Financial Alliance, LLC 4 148 −24,40 453 −20,94
2025-08-12 13F Atlas Capital Advisors Llc 113 −54,62 12 −53,85
2025-08-12 13F Franklin Resources Inc 943 085 −16,66 103 070 −12,90
2025-08-14 13F Mercer Global Advisors Inc /adv 403 562 −12,65 43 621 −8,82
2025-07-24 13F Us Bancorp \de\ 5 024 941 −2,56 549 176 1,84
2025-05-14 13F Hobbs Group Advisors, LLC 0 −100,00 0
2025-08-06 13F Cm Wealth Advisors Llc 20 730 −9,07 2 266 −4,95
2025-07-10 13F Exchange Traded Concepts, Llc 123 872 −9,18 13 538 −5,09
2025-08-12 13F Eldridge Investment Advisors, Inc. 43 243 −0,65 4 726 3,85
2025-08-07 13F Weil Company, Inc. 2 396 −82,80 262 −82,07
2025-08-01 13F Yukon Wealth Management, Inc. 6 505 −0,81 711 3,65
2025-08-08 13F Wiser Advisor Group LLC 3 495 −0,77 382 3,53
2025-08-14 13F Goldman Sachs Group Inc 6 149 440 −33,54 672 072 −30,54
2025-08-07 13F Mayport, Llc 2 762 −9,56 302 −5,64
2025-05-12 13F Wambolt & Associates, LLC 0 −100,00 0
2025-08-08 13F SBI Securities Co., Ltd. 17 900 −0,63 1 956 3,88
2025-08-12 13F Zacks Investment Management 26 837 −14,12 2 933 −10,25
2025-07-29 13F Empirical Asset Management, LLC 6 421 −3,04 702 1,30
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-25 13F Commonwealth Financial Services, LLC 6 893 −9,40 753 −5,28
2025-07-29 13F Liberty Square Wealth Partners Llc 11 571 −4,08 1 265 0,24
2025-08-08 13F Laurel Wealth Planning LLC 10 335 −11,56 1 130 −7,61
2025-07-21 13F Tilia Fiduciary Partners, Inc. 11 715 −4,27 1 280 0,08
2025-07-29 13F Kraft, Davis & Associates, LLC 3 330 −69,61 376 −64,62
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-04-28 13F Great Point Wealth Advisors, LLC 13 832 −7,19 1 446 −15,78
2025-07-28 13F Founders Grove Wealth Partners, Llc 21 175 −4,01 2 314 0,35
2025-08-05 13F American Institute for Advanced Investment Management, LLP 5 775 −9,91 631 −5,82
2025-08-14 13F Financial Advisors Network, Inc. 2 659 −11,01 291 −7,05
2025-08-15 13F High Falls Advisors, Inc 3 193 −4,91 349 −0,85
2025-08-14 13F Williams Jones Wealth Management, LLC. 5 269 −11,83 576 −7,85
2025-07-09 13F Baron Wealth Management LLC 213 802 −6,62 23 366 −2,41
2025-05-13 13F Kimelman & Baird, LLC 0 −100,00 0
2025-04-25 13F Townsend & Associates, Inc 0 −100,00 0
2025-07-28 13F Hudson Capital Management LLC 7 874 −90,73 861 −90,31
2025-07-30 13F/A KPP Advisory Services LLC 48 088 −0,23 5 256 4,27
2025-08-14 13F Mariner, LLC 1 745 765 −0,18 190 795 4,33
2025-08-18 13F/A Westwood Holdings Group Inc 4 822 −31,78 527 −28,82
2025-08-12 13F Archer Investment Corp 204 −2,86 22 4,76
2025-07-08 13F Rise Advisors, LLC 351 −23,03 38 −19,15
2025-07-24 13F Galvin, Gaustad & Stein, LLC 151 768 −21,68 16 587 −18,15
2025-08-12 13F Wealthbridge Capital Management, Llc 4 697 −28,26 513 −25,00
2025-07-09 13F Pallas Capital Advisors LLC 4 978 −23,87 544 −20,35
2025-07-14 13F Narus Financial Partners, LLC 19 103 −18,75 2 088 −15,09
2025-08-05 13F Beckerman Institutional, LLC 11 998 −8,84 1 0,00
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 41 937 −21,68 4 583 −18,15
2025-04-29 13F Financial Network Wealth Management LLC 28 133 −16,57 3 −33,33
2025-08-11 13F Edgemoor Investment Advisors, Inc. 7 005 −14,30 766 −10,42
2025-07-24 13F Live Oak Investment Partners 31 927 −0,41 3 489 4,09
2025-08-12 13F Pettyjohn, Wood & White, Inc 45 433 −3,46 4 965 0,89
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 7 507 −6,42 820 −2,15
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 4 215 −0,82 461 12,47
2025-07-28 13F Fairman Group, LLC 1 790 −21,80 196 −32,53
2025-07-21 13F Matauro, Llc 6 922 −8,74 757 −4,67
2025-08-14 13F Newport Capital Group, LLC 2 774 −2,91 303 1,68
2025-07-23 13F Woodside Wealth Management LLC 23 142 −0,20 2 529 4,33
2025-05-02 13F Fortress Wealth Group, LLC 0 −100,00 0
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 116 000 −0,85 12 678 4,17
2025-08-12 13F NFP Retirement, Inc. 149 159 −3,18 16 302 1,19
2025-07-21 13F Abundance Wealth Counselors 31 728 −6,41 3 0,00
2025-07-28 13F Variant Private Wealth, LLC 34 851 −25,62 3 809 −22,27
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-05-13 13F Watchman Group, Inc. 0 −100,00 0
2025-08-04 13F Hicks Capital Management Llc 26 538 −1,00 2 900 3,46
2025-07-23 13F Kingswood Wealth Advisors, Llc 17 866 −11,12 1 953 −7,14
2025-07-22 13F Global Strategic Investment Solutions, LLC 92 754 −4,78 10 137 −0,48
2025-08-08 13F Advisors Capital Management, LLC 6 228 −21,12 681 −17,58
2025-08-27 13F/A Brinker Capital Investments, LLC 125 989 −6,86 13 769 −2,66
2025-07-22 13F Woodmont Investment Counsel Llc 2 953 −4,15 323 0,00
2025-08-13 13F WCG Wealth Advisors LLC 18 577 −4,07 2 030 0,25
2025-08-12 13F PSI Advisors, LLC 3 696 −8,36 404 −4,28
2025-07-25 13F NorthRock Partners, LLC 24 083 −7,03 2 633 −2,81
2025-05-06 13F SpringVest Wealth Management LLC 0 −100,00 0
2025-05-12 13F Select Asset Management & Trust 0 −100,00 0
2025-07-14 13F Founders Capital Management, Llc 10 172 −57,34 1 112 −55,44
2025-07-24 13F Trust Co Of Toledo Na /oh/ 26 602 −2,39 2 907 2,04
2025-07-28 13F Boston Trust Walden Corp 6 253 −19,55 683 −15,89
2025-07-30 13F MEMBERS Trust Co 846 299 −3,64 92 492 0,71
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-08-12 13F Bokf, Na 622 197 −19,73 68 000 −16,11
2025-08-14 13F Aft, Forsyth & Company, Inc. 28 440 −1,71 3 108 2,74
2025-07-09 13F Post Resch Tallon Group Inc. 27 515 −0,27 3 007 4,85
2025-08-07 13F Fountainhead AM, LLC 255 227 −14,65 27 894 −10,80
2025-08-14 13F First Commonwealth Financial Corp /pa/ 7 616 −30,91 832 −27,78
2025-08-07 13F Winthrop Capital Management, LLC 14 045 −0,66 2 0,00
2025-08-04 13F Arkadios Wealth Advisors 82 047 −34,29 8 967 −31,33
2025-08-13 13F Milestone Investment Advisors LLC 11 671 −24,64 1 276 −21,25
2025-08-13 13F Bernardo Wealth Planning LLC 1 958 −9,81 0
2025-07-16 13F Novem Group 21 157 −0,54 2 312 3,96
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-12 13F Waterloo Capital, L.P. 9 265 −14,33 1 013 −10,44
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-29 13F Rodgers & Associates, LTD 0 −100,00 0
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-12 13F Main Management ETF Advisors, LLC 0 −100,00 0
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 203 −32,78 0
2025-08-07 13F Davidson Capital Management Inc. 2 384 −95,17 261 −94,96
2025-07-18 13F Wetzel Investment Advisors, Inc. 6 582 −85,25 719 −84,59
2025-08-05 13F Optivise Advisory Services LLC 4 864 −26,10 532 −22,82
2025-07-17 13F Albion Financial Group /ut 320 428 −0,55 35 020 3,94
2025-08-01 13F Winebrenner Capital Management Llc 14 520 −1,75 1 587 2,65
2025-08-08 13F Intrua Financial, LLC 20 727 −26,82 2 265 −23,51
2025-05-15 13F Pinnacle Family Advisors, LLC 0 −100,00 0
2025-08-05 13F Meridian Management Co 112 098 −9,67 12 362 −4,74
2025-08-14 13F Ausdal Financial Partners, Inc. 2 988 −15,43 331 −10,30
2025-08-11 13F Brown Wealth Management, Llc 4 526 −89,11 495 −88,64
2025-05-14 13F Heritage Wealth Partners, LLC 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 68 083 −5,02 7 441 −0,75
2025-07-16 13F Magnus Financial Group LLC 305 034 −0,35 33 337 4,15
2025-08-12 13F Umpqua Bank 11 287 −1,48 1 264 5,60
2025-07-29 13F Stephens Inc /ar/ 54 183 −0,42 5 922 4,08
2025-08-01 13F Motco 7 037 −35,97 776 −32,46
2025-04-29 13F Financiere des Professionnels - Fonds d,investissement inc. 0 −100,00 0 −100,00
2025-07-31 13F Pinnacle Wealth Management Group, Inc. 9 765 −1,69 1 067 2,79
2025-04-24 13F Wright Fund Managment, LLC 0 −100,00 0 −100,00
2025-07-28 13F J.Safra Asset Management Corp 0 −100,00 0
2025-07-31 13F Carnegie Capital Asset Management, LLC 48 805 −4,38 5 334 11,97
2025-07-07 13F Teamwork Financial Advisors, LLC 5 946 −14,96 650 −11,22
2025-08-06 13F Spurstone Advisory Services, LLC 0 −100,00 0
2025-07-23 13F West Paces Advisors Inc. 203 391 −4,77 22 229 −0,47
2025-08-25 13F Silverlake Wealth Management Llc 5 032 −9,45 550 −5,51
2025-08-07 13F Summit X, LLC 11 189 −6,15 1 223 −1,93
2025-08-07 13F Cumberland Advisors Inc 61 370 −9,22 6 707 −5,12
2025-07-08 13F Ptm Wealth Management, Llc 7 132 −0,89 807 23,81
2025-08-18 13F 1248 Management, LLC 23 128 −1,13 2 528 4,16
2025-07-14 13F Hoey Investments, Inc 264 −1,49 29 0,00
2025-07-29 13F Mutual Of America Capital Management Llc 25 270 −31,78 2 762 −28,71
2025-07-14 13F Signature Securities Group Corporation 120 170 −15,75 13 133 −11,94
2025-07-29 13F FLC Capital Advisors 11 091 −0,22 1 212 4,30
2025-07-09 13F Lineweaver Wealth Advisors, LLC 12 413 −34,31 1 357 −31,38
2025-07-25 13F Apollon Financial, LLC 5 323 −2,26 582 2,11
2025-07-02 13F Central Pacific Bank - Trust Division 17 271 −17,53 1 888 −13,84
2025-07-31 13F GLOBALT Investments LLC / GA 0 −100,00 0
2025-08-13 13F Stenger Family Office, LLC 0 −100,00 0
2025-05-15 13F Sonoma Private Wealth LLC 0 −100,00 0
2025-08-14 13F Glenview Trust Co 673 534 −1,49 73 611 2,96
2025-08-14 13F Arete Wealth Advisors, LLC 19 103 −17,06 2 0,00
2025-07-24 13F IFP Advisors, Inc 88 835 −1,63 9 709 2,81
2025-05-05 13F Lindbrook Capital, Llc 48 100 −4,83 5 030 −13,64
2025-08-01 13F Koss-Olinger Consulting, LLC 3 492 −11,26 382 −7,30
2025-07-10 13F Sunflower Bank, N.A. 153 167 −37,70 16 740 −34,89
2025-07-11 13F Sprinkle Financial Consultants LLC 96 283 −8,92 10 523 −4,80
2025-08-14 13F Inspire Trust Co, N.a. 0 −100,00 0
2025-07-31 13F Orion Capital Management LLC 7 823 −4,96 855 −0,70
2025-07-10 13F Sharkey, Howes & Javer 9 697 −32,68 1 060 −29,68
2025-08-04 13F Simon Quick Advisors, Llc 5 107 −53,32 558 −51,22
2025-07-29 13F Foster & Motley Inc 3 288 −0,21 0
2025-06-18 NP NDCAX - Nationwide Investor Destinations Conservative Fund Class A 5 911 −0,92 592 −16,29
2025-07-24 13F JNBA Financial Advisors 105 757 −7,93 11 558 −3,76
2025-08-14 13F Tandem Wealth Advisors LLC 0 −100,00 0
2025-08-13 13F Crescent Grove Advisors, LLC 181 902 −1,28 19 880 3,18
2025-07-08 13F Juncture Wealth Strategies, Llc 2 905 −19,82 317 −16,14
2025-08-04 13F Live Oak Private Wealth LLC 4 963 −0,16 542 4,43
2025-08-06 13F/A Flagship Private Wealth, LLC 11 611 −3,39 1 269 1,04
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 55 786 −23,44 6 097 −19,99
2025-07-09 13F Byrne Asset Management LLC 48 −29,41 5 −28,57
2025-04-30 13F Stonebrook Private Inc. 0 −100,00 0 −100,00
2025-08-14 13F Kovitz Investment Group Partners, LLC 837 031 −0,78 91 479 3,69
2025-05-14 13F United Asset Strategies, Inc. 0 −100,00 0
2025-07-30 13F Pacific Sun Financial Corp 8 335 −4,67 911 −0,44
2025-07-18 13F Magnolia Private Wealth, LLC 0 −100,00 0
2025-04-30 13F Code Waechter LLC 0 −100,00 0
2025-04-24 13F Vista Investment Partners Ii, Llc 0 −100,00 0
2025-08-01 13F/A GGM Financials LLC 5 844 −5,59 639 −1,39
2025-08-01 13F Logan Capital Management Inc 1 000 −10,07 109 −6,03
2025-04-21 13F Accelerate Investment Advisors LLC 0 −100,00 0
2025-08-07 13F Private Advisory Group LLC 41 038 −33,03 4 485 −30,00
2025-08-11 13F Cornerstone Planning Group LLC 6 848 −25,09 759 −15,21
2025-08-07 13F CENTRAL TRUST Co 75 058 −2,18 8 203 2,24
2025-08-14 13F Headinvest, Llc 231 279 −6,64 25 277 −2,43
2025-07-28 13F WealthPLAN Partners, LLC 3 884 −32,57 425 −29,57
2025-08-14 13F Navigoe, LLC 375 −6,95 0
2025-08-12 13F CIBC Private Wealth Group, LLC 164 623 −5,84 17 992 13,64
2025-07-22 13F D.B. Root & Company, LLC 2 290 −6,76 250 −2,34
2025-07-23 13F Indiana Trust & Investment Management CO 7 554 −5,41 826 −1,20
2025-07-28 13F Sagespring Wealth Partners, Llc 157 309 −19,75 17 192 −16,12
2025-08-13 13F Continuum Advisory, LLC 25 711 −16,99 2 810 −13,25
2025-08-06 13F SP Asset Management LLC 5 414 −1,37 592 2,96
2025-07-25 13F Meritage Portfolio Management 17 029 −2,78 1 861 1,64
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1 585 −29,90 173 −26,69
2025-08-11 13F Principal Securities, Inc. 268 461 −18,19 29 340 −22,40
2025-08-08 13F VeraBank, N.A. 22 132 −0,01 2 419 4,49
2025-07-16 13F Congress Asset Management Co /ma 12 657 −6,42 1 383 −2,19
2025-07-17 13F SC&H Financial Advisors, Inc. 7 279 −2,27 796 2,19
2025-08-08 13F Compass Wealth Management LLC 16 331 −7,36 1 785 −3,20
2025-07-17 13F Tritonpoint Wealth, Llc 45 882 −9,07 5 014 −4,97
2025-07-30 13F Journey Advisory Group, LLC 223 980 −0,37 24 479 4,12
2025-07-28 13F Cornerstone Wealth Group, LLC 55 072 −8,46 6 019 −4,32
2025-08-01 13F GoalVest Advisory LLC 699 −58,04 76 −56,32
2025-07-24 13F McKinley Carter Wealth Services, Inc. 150 354 −6,27 16 432 −2,04
2025-08-05 13F Milestone Asset Management, Llc 0 −100,00 0
2025-07-16 13F Signature Resources Capital Management, LLC 228 −8,43 25 −7,69
2025-07-15 13F RTD Financial Advisors, Inc. 273 535 −0,75 29 895 3,73
2025-08-13 13F Whalerock Point Partners, Llc 4 437 −3,50 485 0,83
2025-08-14 13F NCM Capital Management, LLC 3 587 −1,37 392 3,16
2025-08-04 13F Integrity Alliance, Llc. 9 793 −18,78 1 070 −15,08
2025-08-13 13F SageView Advisory Group, LLC 40 734 −7,50 4 595 −0,22
2025-07-29 13F Crux Wealth Advisors 3 648 −0,36 399 4,19
2025-08-13 13F Hollow Brook Wealth Management LLC 0 −100,00 0
2025-07-23 13F Dohj, Llc 22 388 −2,47 2 192 −8,71
2025-08-04 13F Ledyard National Bank 5 610 −10,21 613 −6,13
2025-07-21 13F Clarity Capital Partners LLC 5 884 −25,42 643 −21,97
2025-07-29 13F First National Bank of Hutchinson 56 386 −1,45 6 162 3,01
2025-07-25 13F We Are One Seven, LLC 85 918 −11,24 9 390 −7,24
2025-07-17 13F Heritage Investment Group, Inc. 116 107 −17,30 12 689 −13,57
2025-08-12 13F Journey Strategic Wealth Llc 166 442 −0,21 18 190 4,30
2025-07-21 13F Future Financial Wealth Managment LLC 30 −85,71 3 −85,71
2025-08-06 13F Atlas Legacy Advisors, LLC 55 165 −13,97 6 028 −10,13
2025-08-04 13F Amplius Wealth Advisors, LLC 282 789 −13,92 30 905 −10,04
2025-07-31 13F Opus Capital Group, LLC 347 703 −4,63 38 0,00
2025-08-07 13F Delta Financial Advisors Llc 17 887 −2,74 1 955 1,61
2025-07-25 13F Ellis Investment Partners, LLC 79 104 −0,32 8 645 4,18
2025-07-28 13F Harbour Trust & Investment Management Co 201 910 −2,54 22 067 1,86
2025-07-17 13F Keystone Global Partners, LLC 0 −100,00 0
2025-08-04 13F Center for Financial Planning, Inc. 13 816 −2,98 1 510 1,34
2025-07-10 13F Focus Financial Network, Inc. 35 317 −5,65 3 860 −1,41
2025-08-04 13F Pensionmark Financial Group, Llc 215 996 −4,38 23 606 −0,06
2025-08-13 13F Berkshire Asset Management Llc/pa 8 664 −2,26 947 3,05
2025-07-07 13F Verde Capital Management 42 765 −3,75 4 674 0,60
2025-08-06 13F Chancellor Financial Group WB LP 2 690 −0,48 294 4,26
2025-08-06 13F Texas Yale Capital Corp. 81 647 −1,34 8 923 3,12
2025-07-24 13F NavPoint Financial, Inc. 8 891 −17,98 972 −14,30
2025-07-16 13F St Germain D J Co Inc 32 735 −73,56 3 578 −72,37
2025-08-12 13F Jpmorgan Chase & Co 3 209 657 −2,63 350 783 1,77
2025-05-15 13F Angeles Investment Advisors, LLC 0 −100,00 0 −100,00
2025-07-14 13F MY Wealth Management Inc. 2 160 −3,79 236 0,85
2025-07-30 13F Strategic Blueprint, LLC 73 336 −11,81 8 015 −7,83
2025-07-11 13F LongView Wealth Management 2 096 −21,59 229 −17,92
2025-07-23 13F Vontobel Holding Ltd. 8 500 −5,82 929 −1,59
2025-07-23 13F Heck Capital Advisors, LLC 137 048 −34,21 14 978 −31,24
2025-08-13 13F Legacy Capital Wealth Partners, LLC 11 738 −28,22 406 −53,45
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 166 280 −0,67 18 173 3,81
2025-08-13 13F Capital Advisors Wealth Management, LLC 8 749 −30,33 956 −27,19
2025-07-16 13F Global Wealth Management, LLC 87 477 −9,92 9 895 −2,56
2025-08-14 13F London Co Of Virginia 10 −95,05 1 −95,24
2025-05-15 13F Hall Laurie J Trustee 0 −100,00 0
2025-05-14 13F Royal Fund Management, LLC 0 −100,00 0
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 −100,00 0
2025-08-14 13F Sterling Wealth Management, Inc. 2 396 −46,85 262 −49,71
2025-07-17 13F Asio Capital, LLC 95 402 −36,43 10 427 −33,56
2025-08-14 13F Lazard Asset Management Llc 302 391 −5,94 33 0,00
2025-08-13 13F Lauer Wealth, LLC 0 −100,00 0
2025-07-24 13F Antonelli Financial Advisors, LLC 2 338 −65,57 256 −64,08
2025-08-07 13F Aegis Wealth Management LLC 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 12 427 548 −5,10 1 358 207 −0,82
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 167 265 −2,90 18 280 1,49
2025-08-13 13F Green Harvest Asset Management LLC 8 318 −7,69 909 −3,50
2025-07-18 13F Truist Financial Corp 3 133 113 −13,33 342 418 −9,42
2025-08-05 13F Trail Ridge Investment Advisors, LLC 2 621 −2,89 289 2,48
2025-07-18 13F O'ROURKE & COMPANY, Inc 2 868 −2,32 313 1,95
2025-07-29 13F Mine & Arao Wealth Creation & Management, LLC. 19 740 −0,46 2 157 4,05
2025-07-31 13F Moloney Securities Asset Management, LLC 12 855 −30,54 1 405 −27,44
2025-05-13 13F Global View Capital Management LLC 0 −100,00 0
2025-08-14 13F Lebenthal Global Advisors, LLC 129 314 −31,77 14 133 −28,69
2025-07-03 13F Fiduciary Financial Group, Llc 9 215 −0,90 1 022 16,67
2025-07-21 13F Hilltop National Bank 18 450 −8,02 2 016 −12,77
2025-08-07 13F BOK Financial Private Wealth, Inc. 175 962 −1,85 19 231 2,58
2025-08-14 13F Riggs Asset Managment Co. Inc. 0 −100,00 0
2025-08-11 13F Dorsey & Whitney Trust CO LLC 65 532 −8,76 7 162 −4,65
2025-08-07 13F Davis R M Inc 21 344 −5,26 2 333 −0,98
2025-07-23 13F Proffitt & Goodson Inc 117 526 −8,28 12 844 −4,13
2025-07-23 13F Equitable Trust Co 86 157 −32,92 9 416 −29,89
2025-07-28 13F Morris Financial Concepts, Inc. 116 714 −3,49 12 756 0,86
2025-08-12 13F Coldstream Capital Management Inc 12 625 −20,05 1 380 −16,47
2025-07-21 13F Catalina Capital Group, LLC 1 907 −3,74 208 0,48
2025-07-24 13F GFG Capital, LLC 2 386 −3,71 261 0,39
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 6 036 215 −5,92 659 698 −1,67
2025-07-11 13F Quad-Cities Investment Group, LLC 33 023 −1,18 3 609 3,29
2025-07-25 13F Concord Wealth Partners 3 261 −1,81 356 2,59
2025-07-10 13F ARS Wealth Advisors Group, LLC 3 710 −2,60 405 1,76
2025-07-23 13F Nelson Capital Management, LLC 9 804 −18,16 1 071 −14,46
2025-08-12 13F Sfmg, Llc 2 302 −1,12 252 3,29
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-07-22 13F Autumn Glory Partners, LLC 19 013 −1,48 2 078 2,92
2025-07-30 13F Patten Group, Inc. 2 181 −30,78 238 −27,66
2025-08-14 13F ICW Investment Advisors LLC 2 103 −0,90 230 3,62
2025-07-22 13F Blue Square Asset Management, Llc 33 117 −66,55 3 619 −65,04
2025-08-13 13F Capital Fund Management S.a. Put 16 900 −48,48 1 847 −46,14
2025-08-13 13F StoneX Group Inc. 23 960 −22,82 2 619 −19,35
2025-08-13 13F Argyle Capital Partners, LLC 23 273 −22,48 2 544 −18,99
2025-07-30 13F Pittenger & Anderson Inc 193 515 −1,40 21 149 3,05
2025-08-12 13F 17 Capital Partners, Llc 0 −100,00 0
2025-07-16 13F State of Alaska, Department of Revenue 13 315 −16,34 1 0,00
2025-07-22 13F Steele Capital Management, Inc. 620 379 −19,34 67 801 −15,69
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 8 637 −3,48 944 0,86
2025-08-04 13F Linscomb & Williams, Inc. 8 557 −0,09 935 4,47
2025-07-31 13F Mycio Wealth Partners, Llc 0 −100,00 0
2025-05-07 13F Second Half Financial Partners, LLC 0 −100,00 0 −100,00
2025-08-06 13F Washington Trust Bank 3 598 −8,03 393 −3,91
2025-07-22 13F DT Investment Partners, LLC 0 −100,00 0
2025-08-13 13F Colonial Trust Advisors 36 236 −14,65 3 960 −10,79
2025-07-25 13F Alpha Financial Partners, LLC 32 945 −1,64 3 601 2,80
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-07-29 13F Orin Green Financial, LLC 45 920 −0,13 5 019 15,65
2025-07-16 13F Signaturefd, Llc 7 611 −12,96 832 −9,08
2025-07-30 13F/A Alpha Wealth Funds, LLC 15 597 −1,81 1 705 2,59
2025-07-17 13F Archford Capital Strategies, LLC 2 083 −61,38 228 −59,75
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 3 427 −21,87 375 −18,34
2025-08-01 13F Liberty Wealth Management Llc 5 372 −0,22 587 4,45
2025-08-04 13F Evergreen Advisors, LLC 169 036 −0,67 18 474 3,81
2025-07-30 13F Klingman & Associates, LLC 534 526 −2,79 58 418 1,59
2025-08-11 13F CBIZ Investment Advisory Services, LLC 4 536 −4,32 496 0,00
2025-08-13 13F Keystone Financial Group 23 288 −10,93 2 559 −7,18
2025-08-04 13F Creative Financial Designs Inc /adv 7 807 −13,37 853 −9,45
2025-08-07 13F/A Curat Global, LLC 43 540 −3,52 4 758 3,39
2025-08-13 13F Millstone Evans Group, LLC 375 −17,22 41 −14,89
2025-07-29 13F Clearview Wealth Advisors LLC 0 −100,00 0
2025-08-12 13F Segall Bryant & Hamill, Llc 139 959 −0,54 15 296 3,96
2025-08-13 13F Colonial Trust Co / SC 32 851 −6,63 3 590 −2,42
2025-07-23 13F Magnolia Capital Management Ltd 34 281 −6,75 4 0,00
2025-08-06 13F Mascagni Wealth Management, Inc. 16 567 −8,96 1 811 −4,84
2025-08-05 13F GPS Wealth Strategies Group, LLC 2 488 −5,15 272 −1,09
2025-08-22 13F Carter Financial Group, INC. 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 3 725 028 −10,97 407 −6,86
2025-07-17 13F Astoria Strategic Wealth, Inc. 29 985 −26,51 3 277 −23,18
2025-07-17 13F Vermillion Wealth Management, Inc. 3 160 −7,11 345 −2,82
2025-08-14 13F Fort Point Capital Partners LLC 14 750 −10,38 1 612 −6,33
2025-08-14 13F Snowden Capital Advisors LLC 44 444 −14,68 4 857 −10,83
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-07-22 13F Marks Group Wealth Management, Inc 7 863 −6,52 859 −2,28
2025-07-11 13F Grove Bank & Trust 278 355 −10,44 30 421 −6,40
2025-07-31 13F PKO Investment Management Joint-Stock Co 39 786 −20,09 4 348 −16,48
2025-07-31 13F Cosner Financial Group, LLC 9 089 −0,36 993 3,33
2025-08-11 13F Greykasell Wealth Strategies, Inc. 36 246 −1,39 3 961 3,07
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-08-14 13F Fortress Private Ledger, Llc 5 073 −16,43 554 −12,62
2025-08-11 13F CFS Investment Advisory Services, LLC 58 189 −0,07 6 0,00
2025-07-17 13F Janney Capital Management LLC 5 538 −0,32 1
2025-08-12 13F Concentrum Wealth Management 2 330 −91,12 255 −90,74
2025-07-15 13F Evanson Asset Management, LLC 20 186 −0,78 2 206 3,71
2025-07-31 13F Cadinha & Co Llc 13 345 −14,92 1 458 −11,10
2025-08-01 13F Clark Asset Management, LLC 3 596 −21,45 393 −17,99
2025-04-15 13F Noble Wealth Management PBC 32 063 −4,40 3 353 −13,25
2025-08-12 13F Richard W. Paul & Associates, LLC 107 216 −7,43 11 718 −3,25
2025-07-14 13F Farmers Trust Co 26 928 −14,09 2 943 −10,22
2025-07-16 13F Register Financial Advisors LLC 1 134 −6,82 124 −3,15
2025-08-05 13F J. W. Coons Advisors, LLC 13 660 −12,31 1 493 −8,35
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