IVW / iShares Trust - iShares S&P 500 Growth ETF - Institutionellt ägande - Säljare

iShares Trust - iShares S&P 500 Growth ETF
US ˙ ARCA ˙ US4642873099

Institutionellt ägande och fondägande - Säljare

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

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-14 13F Alliancebernstein L.p. 96 274 −21,45 10 600 −6,85
2025-08-01 13F First National Trust Co 10 503 −3,60 1 156 14,34
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 0 −100,00 0 −100,00
2025-08-13 13F Keystone Financial Group 3 562 −3,70 392 14,29
2025-07-15 13F Evanson Asset Management, LLC 21 447 −0,07 2 361 18,52
2025-07-24 13F Endeavor Private Wealth, Inc. 66 465 −1,57 7 318 16,74
2025-07-18 13F SigFig Wealth Management, LLC 84 919 −10,12 9 298 6,32
2025-07-07 13F Retirement Wealth Solutions LLC 35 778 −1,87 3 939 16,40
2025-08-14 13F Diversify Advisory Services, LLC 32 656 −22,03 3 783 −4,62
2025-08-15 13F Semmax Financial Advisors Inc. 11 522 −17,55 1 322 −2,58
2025-07-17 13F Western Financial Corp/CA 2 951 −11,75 325 4,52
2025-08-14 13F Money Concepts Capital Corp 21 474 −3,15 2 364 14,87
2025-08-13 13F Per Stirling Capital Management, LLC. 225 622 −1,21 24 841 17,17
2025-07-09 13F Bowman & Co S.C. 17 273 −5,30 1 902 12,29
2025-08-14 13F Clarity Asset Management, Inc. 14 018 −0,21 1 543 18,42
2025-07-23 13F Financial Life Advisors 389 746 −0,92 42 911 17,51
2025-08-14 13F LaSalle St. Investment Advisors, LLC 9 632 −11,11 1 0,00
2025-07-16 13F Signaturefd, Llc 13 367 −14,68 1 472 1,17
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 11 434 −4,75 1 275 14,45
2025-07-16 13F Evergreen Private Wealth LLC 6 826 −5,57 752 11,92
2025-07-25 13F Community Bank, N.A. 7 608 −3,83 838 14,03
2025-08-12 13F Charles Schwab Investment Management Inc 314 771 −24,42 34 656 −10,36
2025-08-11 13F Vanguard Group Inc 16 573 −2,46 1 825 15,66
2025-07-28 13F Axxcess Wealth Management, Llc 12 021 −27,35 1 324 −13,81
2025-07-09 13F Fiduciary Alliance LLC 16 259 −1,05 1 790 17,38
2025-07-23 13F Detalus Advisors, LLC 232 067 −3,27 25 551 14,72
2025-08-05 13F Bank of New York Mellon Corp 1 626 586 −5,70 179 087 11,84
2025-08-12 13F Jaffetilchin Investment Partners, LLC 2 075 −7,20 228 10,14
2025-08-14 13F Royal Bank Of Canada 3 173 225 −0,78 349 197 17,58
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-07 13F RDA Financial Network 2 805 −18,98 309 −4,05
2025-08-07 13F Summit Asset Management, LLC 4 646 −1,09 512 17,20
2025-05-12 13F Turning Point Benefit Group, Inc. 0 −100,00 0
2025-08-12 13F Resolute Wealth Strategies, LLC 45 330 −0,17 4 991 18,39
2025-08-08 13F Carl P. Sherr & Co., LLC 139 624 −2,83 15 373 15,24
2025-07-24 13F M. Kraus & Co 3 000 −3,23 330 14,98
2025-08-07 13F Northwest Bancshares, Inc. 25 249 −0,43 2 780 18,05
2025-07-14 13F Park Avenue Securities Llc 3 628 273 −7,98 399 9,02
2025-07-17 13F Janney Montgomery Scott LLC 2 244 255 −5,60 247 12,27
2025-08-05 13F Scarborough Advisors, LLC 0 −100,00 0
2025-07-28 13F RCS Financial Planning, LLC 32 856 −0,78 3 617 17,70
2025-08-11 13F Anb Bank 2 185 −3,49 241 14,29
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F 116 000 −14,07 12 772 1,91
2025-07-22 13F Signature Wealth Management Partners, LLC 101 483 −1,29 11 173 17,07
2025-08-06 13F Valued Wealth Advisors LLC 539 −82,05 59 −78,78
2025-07-17 13F Montis Financial, LLC 0 −100,00 0
2025-07-21 13F Stock Yards Bank & Trust Co 8 846 −0,84 974 17,51
2025-07-23 13F WESPAC Advisors, LLC 2 039 −86,04 224 −83,48
2025-08-08 13F Creative Planning 641 855 −2,54 70 668 15,60
2025-08-12 13F Change Path, LLC 468 852 −4,48 51 621 13,29
2025-08-08 13F Emerald Investment Partners, Llc 146 208 −8,74 16 097 8,24
2025-08-07 13F Alpha Cubed Investments, LLC 15 619 −0,51 1 720 17,98
2025-08-11 13F TD Waterhouse Canada Inc. 8 974 −2,29 977 14,15
2025-07-30 13F SkyOak Wealth, LLC 6 274 −2,53 691 15,58
2025-04-28 13F Principal Financial Group Inc 0 −100,00 0 −100,00
2025-07-14 13F AdvisorNet Financial, Inc 14 096 −2,25 1 552 15,92
2025-08-13 13F Truvestments Capital Llc 3 243 −3,65 357 14,42
2025-07-31 13F/A Interchange Capital Partners, LLC 28 724 −6,30 3 152 10,76
2025-07-02 13F Dentgroup LLC 23 888 −7,66 2 630 9,54
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-07-18 13F PFG Investments, LLC 6 606 −8,31 727 8,83
2025-08-26 NP GLBIX - Leuthold Global Fund Institutional Class Short −641 −36,03 −71 −24,73
2025-07-14 13F Crew Capital Management, Ltd. 2 391 −8,29 263 8,68
2025-08-08 13F Blankinship & Foster, LLC 11 130 −5,02 1 225 12,70
2025-08-11 13F Pin Oak Investment Advisors Inc 764 −4,98 0
2025-08-11 13F Tidemark, LLC 7 570 −3,22 833 14,74
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-07-22 13F Evensky & Katz LLC 0 −100,00 0
2025-07-16 13F West Branch Capital LLC 1 084 −13,14 119 3,48
2025-07-16 13F NovaPoint Capital, LLC 0 −100,00 0
2025-07-28 13F Pettinga Financial Advisors, LLC 260 255 −10,36 28 654 6,32
2025-05-02 13F Capital A Wealth Management, LLC 9 641 −70,11 895 −72,69
2025-07-22 13F Ellenbecker Investment Group 2 347 −36,77 258 −25,00
2025-07-18 13F Ewa, Llc 265 975 −22,96 29 284 −8,62
2025-08-11 13F Perennial Investment Advisors, LLC 17 222 −6,77 1 896 10,62
2025-05-09 13F Natural Investments, Llc 0 −100,00 0
2025-07-29 13F AssuredPartners Investment Advisors, LLC 3 728 −5,26 410 12,33
2025-07-31 13F Washington Trust Advisors, Inc. 2 007 −0,25 221 18,28
2025-07-15 13F DB Fitzpatrick & Co, Inc 2 294 −1,21 253 17,21
2025-07-18 13F Trust Co Of Vermont 3 808 −10,63 419 6,08
2025-05-14 13F Winslow Capital Management, LLC 0 −100,00 0
2025-07-21 13F Gray Private Wealth, LLC 36 704 −0,02 4 041 18,57
2025-08-04 13F HBK Sorce Advisory LLC 22 264 −7,50 2 451 9,71
2025-08-15 13F CI Private Wealth, LLC 283 101 −44,47 31 076 −34,34
2025-07-10 13F Signal Advisors Wealth, LLC 22 815 −2,26 2 512 15,93
2025-08-13 13F Maia Wealth LLC 93 460 −19,01 10 290 −2,00
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-08-05 13F Fullcircle Wealth Llc 30 033 −5,51 3 421 14,42
2025-08-13 13F Colonial Trust Advisors 3 201 −3,03 352 15,03
2025-08-14 13F Clark Capital Management Group, Inc. 4 468 −10,57 492 6,05
2025-07-29 13F Clearview Wealth Advisors LLC 23 109 −8,05 2 544 9,09
2025-05-09 13F Strategy Asset Managers Llc 0 −100,00 0
2025-07-11 13F Essex Savings Bank 16 852 −1,51 1 855 16,81
2025-07-30 13F Cornerstone Advisory, LLC 14 150 −1,24 1 558 12,99
2025-08-04 13F Mesirow Financial Investment Management, Inc. 160 286 −2,22 17 647 15,97
2025-08-12 13F New Republic Capital, LLC 5 258 −41,62 579 −30,86
2025-08-11 13F Citigroup Inc 343 062 −1,13 37 771 17,26
2025-07-14 13F Legacy Capital Group California, Inc. 3 301 −35,22 363 −23,26
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-21 13F Mattern Capital Management, Llc 1 954 −22,46 215 −7,73
2025-07-17 13F HCR Wealth Advisors 7 026 −0,20 774 18,38
2025-07-25 13F Fifth Third Wealth Advisors LLC 3 666 −60,24 404 −52,87
2025-07-25 13F Apollon Wealth Management, LLC 237 536 −0,89 26 153 17,55
2025-08-14 13F Select Asset Management & Trust 3 666 −0,95 0
2025-07-30 13F Bogart Wealth, LLC 4 861 −46,68 535 −36,76
2025-08-13 13F VestGen Advisors, LLC 169 413 −5,50 19 251 15,68
2025-07-10 13F Trust Point Inc. 151 750 −0,07 16 708 18,52
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 68 171 −23,84 7 506 −9,68
2025-07-15 13F Legacy Financial Group LLC 150 916 −4,87 16 616 12,82
2025-08-11 13F Resurgent Financial Advisors LLC 13 709 −10,57 1 509 6,12
2025-08-25 13F Fulcrum Equity Management 5 902 −23,41 650 −9,23
2025-07-29 13F Ifrah Financial Services, Inc. 182 086 −1,41 20 048 16,93
2025-08-06 13F Regimen Wealth, Llc 25 489 −8,76 2 806 8,17
2025-08-13 13F PACK Private Wealth, LLC 16 888 −1,00 1 859 17,44
2025-08-14 13F Raymond James Financial Inc 4 256 548 −2,02 468 646 16,21
2025-08-14 13F Murphy & Mullick Capital Management Corp 884 −34,57 101 −20,00
2025-08-12 13F Absolute Capital Management, LLC 17 381 −5,12 1 914 12,53
2025-08-04 13F L.m. Kohn & Company 2 752 −5,62 303 11,85
2025-08-12 13F Power Wealth Management Llc 24 250 −4,10 2 670 13,72
2025-08-14 13F Beacon Investment Advisors Llc 9 200 −1,51 1 007 16,15
2025-07-17 13F Smith Chas P & Associates Pa Cpas 5 245 −20,35 577 −5,56
2025-07-18 13F GEN Financial Management, INC. 6 773 −0,47 746 18,07
2025-09-11 13F Silicon Valley Capital Partners 274 726 −0,59 30 247 18,26
2025-07-30 13F Strategic Blueprint, LLC 61 805 −8,70 6 805 8,29
2025-07-28 13F Wealthspan Partners, Llc 42 588 −2,37 4 689 15,78
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 67 030 −3,49 7 380 14,47
2025-07-29 13F Private Trust Co Na 30 252 −4,02 3 331 13,85
2025-06-06 13F Blue Oak Capital, LLC 0 −100,00 0
2025-08-08 13F JFG Wealth Management, LLC 4 519 −0,04 498 18,62
2025-07-17 13F Raleigh Capital Management Inc. 17 715 −11,88 1 950 4,50
2025-08-11 13F Guidance Point Advisors, LLC 197 901 −0,38 21 789 18,14
2025-08-05 13F Peregrine Asset Advisers, Inc. 33 926 −0,16 3 735 18,42
2025-08-13 13F Elios Financial Group Inc. 17 653 −28,80 1 944 −15,56
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0 −100,00
2025-07-29 13F Goldstein Advisors, LLC 5 163 −0,15 568 18,33
2025-08-14 13F Headlands Technologies LLC 15 −99,20 2 −99,43
2025-08-26 13F/A Thrivent Financial For Lutherans 485 530 −64,53 53 −60,45
2025-07-17 13F Moody Lynn & Lieberson, Llc 9 690 −14,97 1 067 0,85
2025-05-12 13F Sandy Spring Bank 6 776 −7,82 629 −15,68
2025-08-14 13F Icon Wealth Advisors, LLC 423 504 −0,10 46 628 18,49
2025-08-12 13F Manchester Capital Management LLC 18 056 −4,61 1 988 13,09
2025-08-14 13F Harvest Investment Services, LLC 18 777 −10,22 2 067 6,49
2025-08-05 13F EPG Wealth Management LLC 97 018 −1,61 10 682 16,69
2025-07-17 13F Sound Income Strategies, LLC 29 953 −5,84 3 298 11,69
2025-07-17 13F Stone Point Wealth LLC 4 448 −0,63 490 17,83
2025-08-06 13F AE Wealth Management LLC 666 017 −8,70 73 329 8,29
2025-08-12 13F LPL Financial LLC 18 628 952 −1,59 2 051 048 16,72
2025-08-14 13F Diversify Wealth Management, Llc 4 346 −0,46 503 21,79
2025-08-14 13F CIBC World Markets Inc. 0 −100,00 0
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 1 656 326 −0,21 182 361 18,35
2025-08-11 13F Bradley Foster & Sargent Inc/ct 16 206 −1,41 1 784 16,98
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 44 689 −3,54 4 920 14,42
2025-07-21 13F Sage Financial Management Group, Inc. 8 920 −1,55 1
2025-07-18 13F RKL Wealth Management LLC 65 460 −3,65 7 207 14,29
2025-07-15 13F Cranbrook Wealth Management, LLC 62 034 −0,31 6 830 18,23
2025-08-14 13F Integrated Wealth Concepts LLC 515 263 −1,93 56 730 16,31
2025-07-29 13F Consilio Wealth Advisors, Llc 9 316 −0,08 1 020 17,92
2025-07-18 13F United Bank 117 779 −0,86 12 967 17,58
2025-07-22 13F Coastal Investment Advisors, Inc. 1 122 −29,61 124 −16,89
2025-08-01 13F Delta Investment Management, LLC 2 958 −0,74 326 17,75
2025-08-13 13F Edgestream Partners, L.P. 0 −100,00 0
2025-08-13 13F Johnson Financial Group, Inc. 11 118 −1,65 1 224 16,68
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-07-15 13F Oxinas Partners Wealth Management LLC 11 768 −21,85 1 296 −7,30
2025-08-14 13F Novus Advisors, Llc 5 229 −2,59 576 15,46
2025-08-05 13F LTG Capital LLC 11 159 −0,71 1 229 17,74
2025-08-14 13F TCG Advisory Services, LLC 7 624 −7,37 839 9,82
2025-04-29 13F Callan Capital, LLC 38 370 −0,93 3 562 −9,44
2025-08-06 13F SJA Financial Advisory, LLC 94 914 −10,04 10 450 6,71
2025-08-11 13F Lake Street Financial Llc 4 177 −0,62 460 17,69
2025-08-04 13F Great Lakes Retirement, Inc. 5 978 −15,30 658 0,46
2025-07-08 13F First National Corp /ma/ /adv 6 234 −10,21 686 6,52
2025-07-11 13F Arrow Investment Advisors, LLC 0 −100,00 0
2025-07-08 13F Atlas Brown,Inc. 27 481 −2,32 3 026 15,86
2025-07-25 13F Cwm, Llc 5 241 399 −2,47 577 15,86
2025-08-13 13F Cresset Asset Management, LLC 177 494 −1,57 19 542 16,74
2025-07-16 13F Vestia Personal Wealth Advisors 2 500 −2,34 275 16,03
2025-08-07 13F Montag A & Associates Inc 9 258 −4,61 1 019 13,22
2025-08-14 13F Camarda Financial Advisors, LLC 88 096 −62,97 9 699 −56,08
2025-07-10 13F Compton Wealth Advisory Group, LLC 56 609 −13,54 6 233 2,55
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-08-08 13F Renasant Bank 26 340 −31,29 2 900 −18,49
2025-07-16 13F Processus Wealth & Capital Management, LLC 12 553 −2,32 1 382 15,94
2025-08-14 13F Ruggaard & Associates LLC 0 −100,00 0
2025-08-13 13F GeoWealth Management, LLC 45 955 −9,68 5 060 7,11
2025-08-12 13F Asset Management Group, Inc. 45 118 −0,97 4 967 17,45
2025-07-09 13F Lifelong Wealth Advisors, Inc. 58 061 −5,86 6 393 11,65
2025-08-11 13F Western Wealth Management, LLC 221 708 −1,30 24 410 17,07
2025-07-31 13F FSR Wealth Management Ltd. 3 098 −4,29 341 13,67
2025-07-17 13F New Covenant Trust Company, N.A. 0 −100,00 0
2025-07-23 13F Nbt Bank N A /ny 7 543 −8,82 830 8,21
2025-07-10 13F Atticus Wealth Management, Llc 8 737 −5,28 962 12,27
2025-07-22 13F Foguth Wealth Management, LLC. 2 810 −19,90 309 −4,92
2025-04-21 13F Riverwater Partners LLC 0 −100,00 0
2025-05-12 13F Balanced Rock Investment Advisor 0 −100,00 0
2025-08-11 13F Actinver Wealth Management, Inc. 27 049 −22,44 2 978 −8,00
2025-05-15 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-01 13F Howard Capital Management Inc. 99 888 −2,29 10 998 15,89
2025-08-11 13F Strategic Equity Management 5 129 −95,80 565 −95,03
2025-08-06 13F One Wealth Capital Management, Llc 68 151 −7,89 7 503 9,25
2025-07-18 13F Newman Dignan & Sheerar, Inc. 4 399 −1,19 484 17,19
2025-08-12 13F Tradition Wealth Management, LLC 67 490 −16,07 7 431 −0,46
2025-07-14 13F Brady Martz Wealth Solutions, LLC 2 999 −0,10 330 18,71
2025-08-14 13F Harwood Advisory Group, LLC 276 −84,84 30 −83,70
2025-07-31 13F Planning Center, Inc. 6 056 −14,29 667 1,68
2025-07-30 13F Onyx Bridge Wealth Group LLC 2 836 −10,45 312 6,48
2025-07-24 13F Ronald Blue Trust, Inc. 189 777 −13,49 20 894 2,60
2025-05-14 13F Prosperitas Financial LLC 0 −100,00 0 −100,00
2025-08-11 13F Lighthouse Financial LLC 22 638 −2,03 2 492 16,23
2025-08-08 13F Strategies Wealth Advisors, LLC 22 404 −7,98 2 467 9,12
2025-08-01 13F Brookwood Investment Group LLC 31 252 −4,11 3 441 13,72
2025-07-08 13F Moulton Wealth Management, Inc 0 −100,00 0
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 2 120 −15,17 233 0,87
2025-08-26 NP LCORX - Leuthold Core Investment Fund Retail Class Short −35 341 −36,07 −3 891 −24,17
2025-08-01 13F Jennison Associates Llc 0 −100,00 0 −100,00
2025-08-05 13F Prosperity Consulting Group, LLC 158 908 −3,47 17 496 14,49
2025-08-14 13F Allred Capital Management, LLC 2 397 −10,19 264 6,48
2025-08-14 13F Family Office Research LLC 4 684 −2,09 516 15,99
2025-08-14 13F Great Valley Advisor Group, Inc. 128 222 −1,91 14 117 16,32
2025-07-15 13F SJS Investment Consulting Inc. 0 −100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 14 203 −9,02 1 606 6,57
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-06 13F Vestmark Advisory Solutions, Inc. 82 411 −40,28 9 073 −29,17
2025-07-15 13F World Equity Group, Inc. 16 891 −55,28 1 860 −46,95
2025-07-11 13F Lantz Financial LLC 54 137 −4,37 5 960 13,42
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-07-08 13F Gallacher Capital Management LLC 49 245 −7,36 5 422 9,87
2025-04-23 13F Golden State Equity Partners 0 −100,00 0
2025-08-08 13F Glassman Wealth Services 5 697 −0,49 627 18,08
2025-08-14 13F Gen-Wealth Partners Inc 70 173 −10,74 7 726 5,88
2025-08-11 13F Semus Wealth Partners LLC 10 373 −8,07 1 142 9,07
2025-08-13 13F Haverford Trust Co 34 365 −2,64 3 784 15,48
2025-07-17 13F First County Bank /CT/ 6 713 −11,34 739 5,27
2025-07-22 13F Willner & Heller, Llc 3 489 −17,48 384 −2,04
2025-07-25 13F Sovereign Financial Group, Inc. 24 008 −0,56 2 643 17,94
2025-08-13 13F M&t Bank Corp 4 250 432 −5,75 467 973 11,79
2025-08-12 13F Deutsche Bank Ag\ 13 481 −0,39 1 484 18,15
2025-07-29 13F Quotient Wealth Partners, LLC 50 981 −0,91 5 613 17,55
2025-08-05 13F Bank Of Montreal /can/ 560 084 −3,14 61 665 14,89
2025-07-18 13F Consolidated Planning Corp 2 575 −4,31 284 13,65
2025-08-14 13F Herold Advisors, Inc. 7 583 −10,98 835 5,57
2025-08-14 13F Bank Of Hawaii 13 366 −0,19 1 472 18,34
2025-07-23 13F Bellevue Asset Management, Llc 355 −13,20 39 2,63
2025-08-12 13F Weaver Consulting Group 7 760 −3,19 854 14,78
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0 −100,00
2025-07-09 13F Chesley Taft & Associates LLC 7 520 −3,84 828 14,07
2025-08-08 13F Mv Capital Management, Inc. 302 048 −4,18 33 256 13,64
2025-08-05 13F Claro Advisors LLC 6 775 −34,19 746 −21,99
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 10 738 −1,00 1 182 22,87
2025-07-10 13F Baker Tilly Financial, Llc 4 657 −0,45 513 17,97
2025-07-17 13F Park Place Capital Corp 27 829 −38,17 3 033 −27,43
2025-07-15 13F Hidden Cove Wealth Management, LLC 4 307 −8,42 474 8,72
2025-08-04 13F 4J Wealth Management LLC 8 467 −1,29 932 17,09
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-21 13F Sterling Investment Counsel, LLC 175 732 −40,70 19 348 −29,66
2025-08-08 13F Union Savings Bank 11 568 −4,67 1 318 16,96
2025-07-11 13F Hilltop Wealth Advisors, Llc 32 297 −3,51 3 556 14,42
2025-08-01 13F Bank of Jackson Hole Trust 25 383 −2,83 2 795 5,75
2025-05-14 13F Accredited Wealth Management, LLC 0 −100,00 0
2025-07-24 13F Coordinated Financial Services, Inc. 0 −100,00 0
2025-07-10 13F Financial Management Network Inc 71 117 −0,84 7 880 30,73
2025-08-15 13F Asset Allocation Strategies LLC 36 431 −34,88 4 011 −22,75
2025-08-14 13F Wealth Advisors of Tampa Bay, LLC 0 −100,00 0
2025-08-01 13F Oarsman Capital, Inc. 2 988 −1,94 329 16,31
2025-07-15 13F Mainstream Capital Management LLC 7 632 −0,13 840 18,48
2025-08-18 13F Hershey Financial Advisers, LLC 0 −100,00 0
2025-08-05 13F Commonwealth Retirement Investments LLC 29 527 −8,49 3 251 8,51
2025-07-09 13F Massmutual Trust Co Fsb/adv 961 −20,12 106 −5,41
2025-08-04 13F Mayflower Financial Advisors, LLC 112 181 −4,18 12 351 13,65
2025-08-08 13F Breed's Hill Capital LLC 6 984 −0,61 769 17,79
2025-07-28 13F Harbour Investments, Inc. 92 584 −10,49 10 193 6,17
2025-08-04 13F Capital Performance Advisors Llp 22 534 −4,63 2 481 13,13
2025-07-22 13F Confluence Wealth Services, Inc. 18 511 −0,03 2 038 21,82
2025-08-11 13F Aptus Capital Advisors, LLC 51 858 −3,25 5 710 14,75
2025-07-14 13F Lee-Kelleher Wealth Management 106 988 −0,79 11 779 17,67
2025-07-21 13F Pacific Financial Group Inc 99 572 −7,39 10 963 9,83
2025-07-17 13F One Wealth Advisors, LLC 212 095 −10,72 23 352 5,90
2025-07-24 13F Capital Advisors, Ltd. LLC 154 835 −0,19 17 21,43
2025-08-05 13F MidAtlantic Capital Management, Inc. 11 006 −1,80 1 212 16,44
2025-08-07 13F Investment Management Corp /va/ /adv 16 977 −2,09 1 869 16,16
2025-08-14 13F Certified Advisory Corp 25 240 −3,98 2 779 13,85
2025-07-31 13F Glass Jacobson Investment Advisors llc 3 609 −6,72 397 1,28
2025-08-12 13F Ameritas Investment Partners, Inc. 224 702 −14,18 24 740 1,79
2025-08-01 13F Wealth Watch Advisors, INC 12 389 −5,60 1 364 11,99
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 24 558 −5,51 2 704 11,23
2025-07-28 13F Courier Capital Llc 1 019 483 −0,78 112 245 17,68
2025-08-04 13F Bristlecone Advisors, LLC 32 388 −2,35 3 566 15,82
2025-07-31 13F Hanlon Investment Management, Inc. 12 035 −41,11 1 325 −30,15
2025-07-22 13F Gemmer Asset Management LLC 11 450 −20,16 1 261 −5,33
2025-07-22 13F Firethorn Wealth Partners, Llc 67 540 −10,72 7 436 5,90
2025-07-18 13F Cooper Financial Group 12 233 −48,50 1 347 −38,96
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 8 880 −4,52 978 16,31
2025-07-22 13F Alta Wealth Advisors LLC 18 743 −6,13 2 064 11,33
2025-08-14 13F Atomi Financial Group, Inc. 13 605 −0,05 1 498 18,53
2025-08-04 13F Merkkuri Wealth Advisors LLC 20 338 −2,69 2 239 15,41
2025-05-16 13F Coordinated Financial Services, Inc./CO 0 −100,00 0
2025-05-01 13F Lane & Associates LLC 24 255 −1,63 2 252 −12,34
2025-08-08 13F Opinicus Capital, Inc. 2 509 −1,06 276 17,45
2025-07-09 13F Praetorian Wealth Management, Inc. 324 536 −56,57 35 731 −48,48
2025-07-30 13F Cullen/frost Bankers, Inc. 189 534 −0,23 20 868 18,33
2025-08-14 13F Fiduciary Trust Co 9 538 −23,00 1 050 −8,62
2025-07-29 13F Tradewinds Capital Management, LLC 807 −30,01 89 −17,76
2025-07-17 13F Bluesphere Advisors, LLC 1 928 −25,99 212 −12,03
2025-08-11 13F Kingdom Financial Group LLC. 0 −100,00 0
2025-07-31 13F AlTi Global, Inc. 66 543 −1,28 7 326 17,08
2025-07-25 13F Verdence Capital Advisors LLC 5 087 −2,06 560 16,18
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-14 13F Graney & King, LLC 817 −3,20 90 14,10
2025-07-23 13F Watershed Private Wealth Llc 8 742 −0,42 963 18,18
2025-07-14 13F Abound Wealth Management 1 480 −37,95 163 −26,70
2025-07-10 13F Uptown Financial Advisors LLC 0 −100,00 0
2025-08-13 13F Summit Financial, LLC 13 534 −13,15 1 490 3,04
2025-07-23 13F Valmark Advisers, Inc. 632 317 −7,07 69 618 10,22
2025-05-06 13F Financial & Tax Architects, LLC 0 −100,00 0
2025-07-30 13F IMG Wealth Management, Inc. 0 −100,00 0
2025-07-30 13F Mason & Associates, LLC 37 721 −0,27 4 153 18,29
2025-05-02 13F Strata Wealth Advisors, LLC 0 −100,00 0
2025-08-07 13F Ascension Capital Advisors, Inc. 66 262 −26,04 7 295 −12,28
2025-08-26 NP BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 809 791 −8,88 199 258 8,07
2025-05-07 13F Vista Private Wealth Partners. LLC 0 −100,00 0
2025-07-16 13F Dakota Wealth Management 6 624 −15,69 729 0,00
2025-08-14 13F Redwood Investment Management, Llc 31 603 −6,07 3 0,00
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-11 13F My Legacy Advisors, LLC 45 212 −11,32 5 017 6,02
2025-08-14 13F Sentinus, LLC 127 522 −14,92 14 040 0,91
2025-07-23 13F Steel Peak Wealth Management LLC 292 831 −8,39 32 241 8,65
2025-08-11 13F Adaptive Financial Consulting, LLC 173 949 −5,30 19 152 12,32
2025-08-13 13F Cary Street Partner Investment Advisory Llc 7 108 −6,73 783 10,61
2025-08-15 13F Provenance Wealth Advisors, LLC 10 153 −0,66 1 118 17,83
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 0 −100,00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 144 551 −4,65 15 915 13,10
2025-07-17 13F HB Wealth Management, LLC 2 279 446 −8,06 250 967 9,05
2025-07-29 13F Horst & Graben Wealth Management LLC 255 430 −11,59 28 123 4,86
2025-08-07 13F Payden & Rygel 0 −100,00 0
2025-07-25 13F Ccg Wealth Management, Llc 22 629 −0,30 2 491 18,22
2025-04-22 13F Avantra Family Wealth, Inc. 0 −100,00 0
2025-07-07 13F Bangor Savings Bank 1 448 −1,70 159 16,91
2025-08-07 13F Gryphon Financial Partners LLC 62 125 −1,28 6 840 17,09
2025-05-14 13F Corebridge Financial, Inc. 0 −100,00 0 −100,00
2025-07-21 13F Custos Family Office, LLC 19 465 −3,48 2 143 14,48
2025-07-15 13F Axis Wealth Partners, LLC 30 094 −6,96 3 313 10,36
2025-08-11 13F Heritage Wealth Advisors 59 238 −0,84 6 522 17,62
2025-08-13 13F Balance Wealth, LLC 8 719 −52,78 960 −44,05
2025-07-30 13F TFB Advisors LLC 6 399 −4,85 705 12,82
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-07-17 13F CWA Asset Management Group, LLC 6 189 −0,77 681 17,82
2025-07-10 13F Charter Oak Capital Management, LLC 72 578 −0,06 7 991 18,53
2025-07-29 13F LMG Wealth Partners, LLC 334 529 −1,16 36 832 17,23
2025-04-15 13F Collier Financial 1 232 −98,48 114 −98,62
2025-07-16 13F Northern Oak Wealth Management Inc 409 110 −7,13 45 043 10,14
2025-07-17 13F Oakworth Capital, Inc. 9 969 −0,56 1 098 17,96
2025-07-11 13F Pinnacle Bancorp, Inc. 15 769 −2,17 1 736 16,04
2025-04-16 13F New Century Financial Group, LLC 0 −100,00 0
2025-08-11 13F Wealthspire Advisors, LLC 285 670 −44,34 31 452 −33,99
2025-08-05 13F Mma Asset Management Llc 11 376 −2,33 1 252 15,82
2025-07-22 13F Global Assets Advisory, LLC 4 842 −27,66 528 −12,02
2025-07-29 13F Latitude Advisors, LLC 10 521 −10,61 1 158 6,04
2025-08-12 13F Maripau Wealth Management Llc 15 790 −10,91 1 737 5,53
2025-07-03 13F First Hawaiian Bank 276 280 −2,27 30 418 15,91
2025-07-30 13F Syntegra Private Wealth Group, LLC 16 503 −2,79 1 817 15,30
2025-08-13 13F EverSource Wealth Advisors, LLC 25 661 −4,26 2 825 13,55
2025-05-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-08-06 13F/A Three Cord True Wealth Management, LLC 2 902 −1,53 320 16,85
2025-07-11 13F Prosperity Planning, Inc. 25 654 −1,29 2 825 17,08
2025-07-16 13F Swisher Financial Concepts, Inc. 3 431 −19,82 378 −5,04
2025-05-15 13F Hrt Financial Lp 0 −100,00 0
2025-07-22 13F Sutton Place Investors Llc 20 975 −14,88 2 309 0,96
2025-07-25 13F Carbahal Olsen Financial Services Group, LLC 148 112 −0,65 16 307 17,84
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-07-30 13F Wbh Advisory Inc 32 969 −2,38 3 630 15,76
2025-08-05 13F Freestone Capital Holdings, LLC 19 545 −2,43 2 152 15,71
2025-07-29 13F Stratos Wealth Advisors, LLC 35 073 −6,88 3 862 10,44
2025-07-10 13F Secure Asset Management, LLC 3 963 −2,37 436 15,96
2025-05-02 13F Mountain Hill Investment Partners Corp. 0 −100,00 0
2025-07-17 13F Michels Family Financial, LLC 2 388 −0,38 263 18,02
2025-07-14 13F Clayton Financial Group LLC 6 172 −50,60 680 −41,42
2025-07-07 13F Centurion Wealth Management LLC 56 424 −11,86 6 212 −4,42
2025-07-28 13F Jag Capital Management, Llc 2 548 −22,81 281 −8,50
2025-07-11 13F Colorado Capital Management, Inc. 35 033 −4,23 4 0,00
2025-07-17 13F XML Financial, LLC 47 560 −1,52 5 236 16,80
2025-07-28 13F Chesapeake Wealth Management 2 790 −4,78 307 13,28
2025-07-14 13F Kfg Wealth Management, Llc 0 −100,00 0
2025-08-12 13F Pathstone Holdings, LLC 323 169 −2,17 35 581 16,03
2025-08-14 13F Oxford Financial Group Ltd 39 102 −3,01 4 305 15,05
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares 28 843 −18,22 3 176 −3,02
2025-07-11 13F Ridgeline Wealth, LLC 1 857 −17,54 204 −2,39
2025-08-08 13F Fusion Capital, LLC 4 914 −0,12 541 18,42
2025-07-16 13F Diversified Enterprises, LLC 5 987 −0,03 659 18,74
2025-07-18 13F SOA Wealth Advisors, LLC. 7 710 −14,54 849 1,31
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 5 478 −8,21 603 8,84
2025-07-16 13F PFS Partners, LLC 337 −26,42 37 −11,90
2025-08-14 13F BancorpSouth Bank 27 196 −4,26 2 994 13,58
2025-07-16 13F Fischer Financial Services, Inc. 0 −100,00 0
2025-07-31 13F Burke & Herbert Bank & Trust Co 18 446 −1,34 2 031 17,00
2025-08-14 13F Balyasny Asset Management Llc 0 −100,00 0
2025-08-07 13F Flagship Wealth Advisors, Llc 39 005 −21,12 4 294 −6,45
2025-07-22 13F Belpointe Asset Management LLC 59 691 −1,61 6 572 16,71
2025-08-11 13F Lowe Brockenbrough & Co Inc 50 650 −12,22 5 577 4,11
2025-05-06 13F Mendel Money Management 0 −100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 69 402 −57,80 7 641 −52,18
2025-08-13 13F JT Stratford LLC 37 232 −3,86 4 099 14,05
2025-07-09 13F Thrive Wealth Management, LLC 9 924 −1,42 1 093 16,92
2025-08-14 13F Sargent Investment Group, LLC 2 790 −8,88 319 12,32
2025-08-19 13F Cim, Llc 2 577 −61,03 284 −53,83
2025-08-08 13F Bailard, Inc. 21 889 −4,78 2 410 12,94
2025-08-14 13F Connecticut Wealth Management, LLC 389 297 −1,45 42 862 16,88
2025-08-14 13F Peapack Gladstone Financial Corp 129 376 −1,00 14 16,67
2025-07-09 13F Fragasso Group Inc. 2 275 −1,09 250 17,37
2025-08-13 13F Pinkerton Retirement Specialists, LLC 261 512 −76,97 28 793 −72,68
2025-07-22 13F Integrated Capital Management, LLC 6 299 −7,27 1
2025-07-08 13F Lpwm Llc 19 058 −2,32 2 098 15,85
2025-07-14 13F LaFleur & Godfrey LLC 4 690 −3,10 516 14,92
2025-07-11 13F Farther Finance Advisors, LLC 206 510 −43,99 22 737 −34,05
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 15 754 −16,35 2 0,00
2025-07-30 13F Sonata Capital Group Inc 71 899 −1,38 8 16,67
2025-08-04 13F Clear Investment Research, Llc 11 916 −8,30 1 312 8,79
2025-07-16 13F Lloyd Advisory Services, LLC. 8 031 −1,52 884 16,93
2025-07-15 13F Norden Group Llc 83 915 −65,15 9 239 −58,67
2025-08-01 13F Austin Private Wealth, LLC 532 183 −14,99 58 593 0,83
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares 35 762 −16,51 3 937 −0,98
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 10 366 −11,05 1 141 5,55
2025-07-29 13F Dumont & Blake Investment Advisors Llc 54 628 −0,72 6 015 17,76
2025-08-18 13F Tactive Advisors, LLC 24 583 −48,74 2 707 −33,17
2025-04-14 13F Buttonwood Financial Group, LLC 0 −100,00 0
2025-07-15 13F Affinity Wealth Management Llc 3 033 −2,16 334 16,03
2025-07-23 13F Cfm Wealth Partners Llc 11 599 −1,86 1 277 16,41
2025-08-12 13F Frontier Asset Management, LLC 61 953 −8,38 6 821 8,67
2025-08-13 13F Black Cypress Capital Management, LLC 1 059 −18,03 117 −2,52
2025-07-23 13F First Merchants Corp 264 520 −1,77 29 124 16,51
2025-07-31 13F Gallagher Capital Advisors, LLC 100 300 −41,52 11 432 −28,20
2025-08-07 13F Keystone Financial Services 182 819 −13,35 20 128 2,77
2025-05-05 13F Nwam Llc 0 −100,00 0 −100,00
2025-08-05 13F Lifeworks Advisors, LLC 10 461 −7,84 1 152 9,31
2025-08-14 13F Silvercrest Asset Management Group Llc 169 491 −0,15 18 661 18,42
2025-07-10 13F Burns J W & Co Inc/ny 9 055 −3,28 997 14,61
2025-07-15 13F Fifth Third Bancorp 727 471 −1,48 80 095 16,85
2025-07-17 13F Chicago Capital, LLC 2 653 −14,00 292 2,10
2025-08-14 13F Shepherd Kaplan Krochuk, Llc 7 938 −0,14 874 18,45
2025-07-23 13F Narwhal Capital Management 56 000 −0,51 6 166 17,99
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 17 484 −15,63 1 925 0,05
2025-07-28 13F JGP Wealth Management, LLC 5 947 −0,59 655 17,84
2025-07-22 13F Ffg Retirement Advisors Llc 53 689 −1,35 5 911 17,00
2025-08-12 13F BlackRock, Inc. 4 553 707 −6,93 501 363 10,38
2025-08-12 13F Bank OZK 4 279 −6,43 471 11,08
2025-07-25 13F Allspring Global Investments Holdings, LLC 190 −84,65 21 −82,61
2025-07-17 13F Alpine Bank Wealth Management 80 422 −0,46 8 854 18,05
2025-08-05 13F Verity Asset Management, Inc. 17 826 −53,47 1 963 −44,83
2025-04-16 13F Crowley Wealth Management, Inc. 0 −100,00 0
2025-08-01 13F Gwn Securities Inc. 12 233 −76,49 1 351 −72,50
2025-07-10 13F Ferguson Wellman Capital Management, Inc 8 595 −27,49 946 −14,00
2025-08-07 13F 1620 Investment Advisors, Inc. 0 −100,00 0
2025-07-11 13F Thomasville National Bank 45 048 −11,14 4 960 5,38
2025-07-15 13F Ballentine Partners, LLC 22 555 −3,37 2 483 14,64
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 9 747 −1,95 1 073 16,38
2025-08-13 13F Idaho Trust Bank 12 094 −18,56 1 332 −3,41
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 6 061 −1,38 563 −9,94
2025-08-06 13F Middleton & Co Inc/ma 7 575 −0,33 834 18,16
2025-07-11 13F Seacrest Wealth Management, Llc 6 370 −18,01 701 −2,77
2025-07-07 13F Peterson Wealth Advisors, LLC 49 551 −14,53 5 456 11,97
2025-08-06 13F Stone House Investment Management, LLC 293 141 −6,99 32 275 10,32
2025-07-24 13F JB Capital LLC 1 201 867 −7,41 132 326 9,82
2025-08-08 13F Meridian Wealth Management, LLC 7 175 −5,53 790 11,91
2025-07-18 13F QTR Family Wealth, LLC 8 276 −2,82 911 15,32
2025-07-09 13F Beacon Financial Group 9 421 −11,04 1 037 5,49
2025-08-14 13F Acas, Llc 61 680 −2,44 7 134 17,80
2025-08-11 13F Highview Capital Management LLC/DE/ 13 021 −34,94 1 434 −22,83
2025-08-19 13F Newbridge Financial Services Group, Inc. 40 −69,70 4 −66,67
2025-07-10 13F Shira Ridge Wealth Management 3 117 −4,59 343 13,20
2025-08-14 13F Qube Research & Technologies Ltd 2 777 −81,58 306 −78,20
2025-08-13 13F Forthright Family Wealth Advisory LLC 110 003 −1,97 12 111 16,27
2025-08-11 13F Novak & Powell Financial Services, Inc. 0 −100,00 0
2025-07-29 13F Sigma Investment Counselors Inc 8 406 −8,77 926 8,19
2025-07-22 13F Berkshire Money Management, Inc. 1 171 −61,67 129 −54,77
2025-07-10 13F Klaas Financial Asset Advisors, LLC 19 730 −1,92 2 172 16,34
2025-08-05 13F Strategic Financial Concepts, LLC 3 946 −15,56 434 0,23
2025-07-10 13F Sterling Investment Advisors Llc /adv 6 079 −40,38 1 662 75,69
2025-08-11 13F Brass Tax Wealth Management, Inc 0 −100,00 0
2025-05-05 13F PCA Investment Advisory Services Inc. 0 −100,00 0
2025-07-16 13F/A CX Institutional 117 390 −0,18 13 20,00
2025-07-22 13F Beacon Financial Advisory LLC 19 655 −1,96 2 164 16,34
2025-07-18 13F USA Financial Portformulas Corp 573 100 −56,44 63 098 −48,34
2025-07-22 13F BridgePort Financial Solutions, LLC 32 892 −7,09 3 621 10,19
2025-08-04 13F Creative Financial Designs Inc /adv 26 065 −10,47 2 870 6,18
2025-08-11 13F Capital Square, LLC 17 126 −3,05 1 896 15,62
2025-08-12 13F Allen Capital Group, LLC 3 286 −0,87 362 17,59
2025-07-28 13F Patten & Patten Inc/tn 2 257 −15,05 248 0,81
2025-05-01 13F Grant/GrossMendelsohn, LLC 0 −100,00 0
2025-07-24 13F Blue Zone Wealth Advisors, LLC 110 090 −0,96 12 121 17,46
2025-08-06 13F Garrison Point Advisors, Llc 3 840 −2,04 423 16,25
2025-08-05 13F Crestwood Advisors Group LLC 17 422 −4,44 1 918 13,36
2025-08-07 13F Atala Financial Inc 0 −100,00 0
2025-07-22 13F Peoples Bank /oh 97 926 −1,59 10 782 16,72
2025-07-24 13F KC Investment Advisors, LLC 2 771 −59,34 305 −51,74
2025-07-31 13F Whipplewood Advisors, LLC 0 −100,00 0
2025-07-24 13F Grand Wealth Management, Llc 76 −48,99 8 −38,46
2025-07-09 13F Lbmc Investment Advisors, Llc 128 432 −3,56 14 140 14,38
2025-07-30 13F D.a. Davidson & Co. 77 458 −3,37 8 528 14,62
2025-08-13 13F MONECO Advisors, LLC 8 832 −8,54 972 8,48
2025-06-26 NP DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES 46 770 −2,58 4 427 −11,52
2025-07-23 13F True Vision MN LLC 78 363 −8,39 8 628 8,65
2025-07-15 13F Accurate Wealth Management, LLC 5 043 −11,74 560 8,33
2025-06-10 13F Birchbrook, Inc. 0 −100,00 0 −100,00
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-04-17 13F Montecito Bank & Trust 25 954 −0,33 2 409 −8,85
2025-04-15 13F First United Bank Trust/ 0 −100,00 0
2025-08-15 13F United Services Automobile Association 47 166 −50,00 5 193 −40,62
2025-07-09 13F Fermata Advisors, LLC 4 069 −68,99 448 −63,22
2025-08-11 13F United Capital Financial Advisers, Llc 1 098 355 −10,57 120 929 6,07
2025-08-14 13F Full Sail Capital, LLC 3 206 −21,56 353 −7,12
2025-07-11 13F Bouvel Investment Partners, LLC 34 354 −10,03 3 782 3,45
2025-07-25 13F Yousif Capital Management, Llc 0 −100,00 0
2025-08-13 13F Transce3nd, LLC 10 929 −4,65 1 204 13,17
2025-08-08 13F Tiemann Investment Advisors, Llc 11 824 −4,50 1 302 13,23
2025-08-07 13F Guidance Capital, Inc 2 085 −7,70 233 5,45
2025-08-14 13F Millennium Management Llc 0 −100,00 0
2025-07-30 13F Nottingham Advisors, Inc. 35 375 −9,36 3 895 7,51
2025-08-12 13F Farmers National Bank 7 432 −0,34 818 18,21
2025-07-16 13F Old Port Advisors 8 416 −2,87 927 15,17
2025-08-12 13F Choate Investment Advisors 24 196 −2,78 2 664 15,28
2025-07-30 13F Forum Financial Management, LP 21 756 −0,06 2 395 18,56
2025-07-17 13F Stockman Wealth Management, Inc. 10 629 −0,21 1 170 18,42
2025-08-06 13F Hallmark Capital Management Inc 42 710 −1,64 4 702 16,65
2025-08-07 13F Everhart Financial Group, Inc. 6 305 −3,37 694 14,71
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 71 975 −1,32 7 924 17,05
2025-08-12 13F Mcdonald Partners Llc 2 348 −29,87 259 −16,77
2025-08-12 13F/A Cozad Asset Management Inc 3 585 −0,55 395 17,96
2025-07-14 13F UMA Financial Services, Inc. 191 498 −15,09 21 084 0,71
2025-07-09 13F Market Street Wealth Management Advisors Llc 17 082 −0,44 1 881 18,09
2025-08-13 13F Meridian Wealth Partners, LLC 164 750 −0,10 18 139 18,48
2025-08-14 13F GWM Advisors LLC 1 659 911 −17,29 182 756 −1,90
2025-07-17 13F Beacon Capital Management, LLC 22 062 −30,59 2 429 −17,69
2025-08-04 13F UNIVEST FINANCIAL Corp 3 739 −1,84 412 16,43
2025-08-13 13F Holos Integrated Wealth LLC 425 −55,59 49 −45,45
2025-07-18 13F Madrona Financial Services, LLC 32 539 −4,15 3 583 13,68
2025-08-06 13F Hoxton Planning & Management, LLC 47 416 −9,85 5 220 6,92
2025-07-11 13F SILVER OAK SECURITIES, Inc 25 603 −50,29 2 819 −40,87
2025-08-12 13F Prudential Financial Inc 34 110 −3,10 3 756 14,94
2025-07-24 13F Eastern Bank 37 368 −6,55 4 114 10,83
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-04-30 13F POM Investment Strategies, LLC 0 −100,00 0
2025-07-09 13F Affinity Capital Advisors, LLC 6 321 −28,88 696 −13,45
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F 54 000 −16,92 5 945 −1,46
2025-08-13 13F Northern Trust Corp 731 049 −0,50 80 488 18,01
2025-08-13 13F Vertex Planning Partners, LLC 88 939 −17,37 9 792 −1,99
2025-08-15 13F Blue Edge Capital, LLC 263 075 −0,14 28 965 18,44
2025-07-09 13F First Financial Corp /in/ 0 −100,00 0
2025-07-14 13F Gries Financial Llc 8 448 −34,07 930 −21,78
2025-04-08 13F Presidio Capital Management, LLC 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ 18 692 565 −0,71 2 058 051 17,76
2025-07-22 13F McNaughton Wealth Management, LLC 151 419 −8,60 16 671 8,40
2025-08-14 13F Ieq Capital, Llc 152 306 −41,72 16 769 −30,87
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0
2025-08-14 13F Visionary Wealth Advisors 4 709 −1,26 518 17,19
2025-07-25 13F Atria Wealth Solutions, Inc. 332 486 −53,71 36 635 −45,06
2025-08-06 13F Soltis Investment Advisors LLC 61 259 −3,12 6 745 14,91
2025-08-06 13F Columbia River Financial Group, LLC 11 408 −24,65 1 0,00
2025-07-24 13F Blair William & Co/il 141 169 −3,33 15 543 14,65
2025-07-30 13F Greenup Street Wealth Management Llc 11 231 −1,52 1 237 16,82
2025-07-09 13F Dynamic Advisor Solutions LLC 9 976 −0,88 1 098 17,56
2025-08-07 13F Allworth Financial LP 536 675 −1,22 59 088 17,18
2025-07-23 13F Joel Isaacson & Co., LLC 23 243 −0,21 2 559 18,36
2025-05-07 13F WMS Partners, LLC 0 −100,00 0 −100,00
2025-08-01 13F Zhang Financial LLC 11 905 −4,78 1 311 12,93
2025-08-14 13F Vivaldi Capital Management, LLC 2 040 −7,10 225 10,34
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-08-14 13F Keebeck Wealth Management, LLC 130 769 −13,54 14 398 2,54
2025-07-23 13F Dohj, Llc 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 264 132 −2,09 24 519 −10,48
2025-05-15 13F Janus Henderson Group Plc 0 −100,00 0
2025-08-12 13F WealthTrak Capital Management LLC 15 448 −1,84 1 701 16,44
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-07-29 13F Huntleigh Advisors, Inc. 6 686 −0,15 736 18,52
2025-07-09 13F Summit Financial Consulting LLC 0 −100,00 0
2025-08-14 13F Fmr Llc 2 048 050 −3,58 225 490 14,36
2025-08-26 NP GRZZX - Leuthold Grizzly Short Fund Short −22 820 −41,26 −2 512 −30,34
2025-08-07 13F Evoke Wealth, Llc 12 498 −1,95 1 376 16,31
2025-08-07 13F Lakeridge Wealth Management LLC 10 213 −1,71 1 124 16,60
2025-08-13 13F Mount Yale Investment Advisors, LLC 47 368 −8,67 5 215 8,33
2025-08-29 13F Centaurus Financial, Inc. 81 234 −37,89 9 −33,33
2025-07-14 13F Toth Financial Advisory Corp 104 −44,97 11 −35,29
2025-07-23 13F Arcadia Investment Advisors Llc 12 230 −4,51 1 347 13,30
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0 −100,00 0
2025-08-11 13F Regal Investment Advisors LLC 130 213 −6,53 14 336 10,86
2025-07-23 13F Capital Management Associates, Inc 2 322 −49,94 256 −40,70
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-06 13F Stokes Family Office, LLC 270 156 −6,95 29 744 10,36
2025-08-12 13F Integrated Advisors Network LLC 71 395 −37,05 7 861 −25,34
2025-08-05 13F Simplex Trading, Llc 0 −100,00 0
2025-08-06 13F New Millennium Group LLC 0 −100,00 0
2025-07-28 13F BRYN MAWR TRUST Co 270 791 −3,67 29 814 14,25
2025-07-31 13F 180 Wealth Advisors, Llc 2 904 −18,08 320 −3,04
2025-08-04 13F Kovack Advisors, Inc. 12 095 −1,67 1 332 16,65
2025-08-19 13F Advisory Services Network, LLC 139 461 −45,20 15 885 −32,76
2025-07-07 13F St. Clair Advisors, LLC 50 043 −1,55 5 510 16,77
2025-07-24 13F Robertson Stephens Wealth Management, LLC 92 864 −34,98 10 224 −22,88
2025-07-03 13F Arvest Investments, Inc. 0 −100,00 0
2025-08-12 13F Vestor Capital, Llc 8 272 −87,99 0 −100,00
2025-07-15 13F Mather Group, Llc. 39 046 −11,70 4 299 4,73
2025-08-14 13F Matrix Private Capital Group Llc 32 632 −3,12 3 593 14,91
2025-08-05 13F Navalign, LLC 3 063 −7,80 337 9,42
2025-07-15 13F Total Wealth Planning, Llc 48 749 −1,26 5 367 17,11
2025-08-13 13F American Investment Services, Inc. 19 068 −15,68 2 099 0,00
2025-07-17 13F Eclectic Associates Inc /adv 58 109 −7,74 6 398 9,41
2025-08-14 13F Bnp Paribas Arbitrage, Sa 67 004 −61,60 7 377 −54,45
2025-08-14 13F Price T Rowe Associates Inc /md/ 0 −100,00 0
2025-08-13 13F Tobias Financial Advisors, Inc. 55 668 −2,63 6 129 15,51
2025-07-18 13F Trilogy Capital Inc. 4 476 −1,93 493 16,31
2025-08-13 13F Rsm Us Wealth Management Llc 445 816 −6,84 49 084 10,50
2025-04-15 13F Corrigan Financial, Inc. 30 057 −1,02 2 790 −9,50
2025-08-12 13F Forum Private Client Group LLC 3 123 −0,10 344 18,28
2025-05-01 13F Alaska Permanent Capital Management 0 −100,00 0
2025-08-14 13F Hirtle Callaghan & Co LLC 31 130 −0,05 3 427 18,54
2025-07-31 13F TSA Wealth Managment LLC 96 647 −35,29 10 641 −23,25
2025-07-29 13F Novare Capital Management Llc 78 236 −6,27 8 614 11,16
2025-07-11 13F Annex Advisory Services, LLC 4 499 −4,76 495 13,01
2025-07-14 13F Iams Wealth Management, Llc 13 879 −41,25 1 528 −30,32
2025-07-16 13F ORG Wealth Partners, LLC 278 −40,98 30 −31,82
2025-08-14 13F Talon Private Wealth, LLC 2 499 −6,82 275 10,89
2025-07-25 13F Hazlett, Burt & Watson, Inc. 13 617 −2,13 1 0,00
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-12 13F Putnam Fl Investment Management Co 16 908 −3,74 1 862 14,17
2025-07-28 13F Virtus Wealth Solutions LLC 0 −100,00 0
2025-08-07 13F Rollins Financial Advisors, LLC 54 915 −5,50 6 046 12,09
2025-08-26 NP BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 124 574 −4,16 13 716 13,67
2025-08-12 13F Financial Advocates Investment Management 160 919 −25,09 17 717 −11,16
2025-07-22 13F Berger Financial Group, Inc 5 861 −0,81 645 17,70
2025-07-31 13F Guardian Wealth Advisors, LLC 56 222 −15,83 6 190 −0,16
2025-07-24 13F Freedom Day Solutions, LLC 3 265 −0,03 360 18,48
2025-07-24 13F MSH Capital Advisors LLC 54 554 −4,33 6 006 13,47
2025-08-14 13F Laird Norton Trust Company, Llc 163 647 −0,51 18 018 18,00
2025-07-17 13F MBA Advisors LLC 20 291 −3,83 2 234 14,10
2025-08-08 13F Cetera Investment Advisers 3 285 356 −5,21 361 718 12,43
2025-08-13 13F Hobbs Wealth Management, LLC 82 311 −13,10 9 062 3,07
2025-08-08 13F Investment Partners, Ltd. 53 746 −0,46 5 917 18,06
2025-08-14 13F Susquehanna International Group, Llp 24 107 −73,49 2 654 −68,56
2025-08-19 13F Cape Investment Advisory, Inc. 4 444 −8,39 489 8,67
2025-08-15 13F Lantern Wealth Advisors, LLC 9 601 −5,18 1 057 2,82
2025-08-14 13F Susquehanna International Group, Llp Put 14 000 −13,04 1 541 3,15
2025-07-10 13F Professional Financial Advisors, LLC 2 360 −2,88 260 15,11
2025-08-06 13F Modera Wealth Management, LLC 720 950 −1,74 79 377 16,54
2025-07-16 13F Cahaba Wealth Management, Inc. 59 705 −2,39 6 574 15,76
2025-08-04 13F Spire Wealth Management 201 582 −2,14 22 194 16,07
2025-08-01 13F First Command Advisory Services, Inc. 17 316 −5,10 1 906 12,58
2025-08-08 13F ERTS Wealth Advisors, LLC 0 −100,00 0
2025-08-26 NP BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 356 528 −0,38 39 254 18,15
2025-08-14 13F Modern Wealth Management, LLC 1 083 991 −1,94 119 347 16,31
2025-08-07 13F Commerce Bank 50 386 −3,67 5 547 14,25
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Graham Capital Management, L.P. 0 −100,00 0
2025-07-28 13F Arlington Financial Advisors, LLC 0 −100,00 0
2025-08-14 13F Aprio Wealth Management, LLC 16 677 −3,63 1 836 14,32
2025-07-30 13F Capstone Triton Financial Group, LLC 0 −100,00 0 −100,00
2025-07-23 13F Charter Trust Co 6 700 −0,16 738 18,49
2025-07-08 13F Next Level Private LLC 16 358 −2,22 1 801 15,97
2025-08-08 13F ProVise Management Group, LLC 6 846 −10,71 754 5,91
2025-08-08 13F Avantax Advisory Services, Inc. 958 227 −2,91 105 501 15,15
2025-07-16 13F Moneywise, Inc. 9 002 −87,41 991 −85,07
2025-07-14 13F Chapin Davis, Inc. 13 655 −0,98 1 503 17,42
2025-07-09 13F Aaron Wealth Advisors LLC 9 003 −1,99 991 16,31
2025-07-24 13F Game Plan Financial Advisors, LLC 9 036 −10,85 995 5,74
2025-08-12 13F PKS Advisory Services, LLC 70 708 −0,37 7 785 18,46
2025-08-08 13F Empower Advisory Group, LLC 12 692 −1,76 1 397 16,51
2025-07-16 13F Amarillo National Bank 312 922 −0,68 34 453 17,80
2025-08-12 13F White Pine Capital Llc 15 556 −2,66 1 713 15,44
2025-07-23 13F Intergy Private Wealth, LLC 6 404 −6,03 705 11,55
2025-07-22 13F Capital Advisors Inc/ok 71 489 −2,82 7 871 15,24
2025-08-07 13F Fonville Wealth Management LLC 25 266 −0,74 2 782 17,69
2025-08-13 13F West Wealth Group, LLC 419 087 −22,80 47 918 −5,60
2025-07-25 13F SPC Financial, Inc. 228 798 −2,07 25 191 16,15
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 3 185 −2,81 351 15,13
2025-08-11 13F Compass Capital Corp /ma/ /adv 0 −100,00 0
2025-07-14 13F Argentarii, LLC 2 209 −8,79 243 8,48
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-17 13F Summit Financial Strategies, Inc. 13 007 −2,87 1 432 15,21
2025-08-14 13F Evergreen Capital Management Llc 79 056 −11,01 8 704 5,55
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-07-15 13F GSB Wealth Management, LLC 15 475 −1,23 1 704 17,13
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 452 062 −10,60 49 772 6,04
2025-07-24 13F M1 Capital Management LLC 150 929 −12,42 16 617 3,87
2025-07-21 13F Triad Wealth Partners, LLC 174 383 −5,23 19 200 12,40
2025-08-04 13F Atria Investments Llc 437 502 −5,62 48 169 11,94
2025-08-08 13F Arvest Bank Trust Division 13 527 −89,57 1 489 −87,63
2025-04-17 13F Authentikos Wealth Advisory, LLC 0 −100,00 0
2025-07-31 13F Jackson Hole Capital Partners, LLC 48 513 −5,00 5 341 12,68
2025-08-14 13F Financial Engines Advisors L.L.C. 251 213 −8,65 27 659 8,34
2025-08-01 13F Centerpoint Advisors, LLC 114 678 −7,67 13 9,09
2025-08-07 13F W Advisors, Llc 119 545 −3,96 13 162 13,90
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1 128 060 −4,22 124 13,76
2025-07-15 13F Garrett Investment Advisors LLC 6 169 −6,19 679 11,31
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 0 −100,00 0
2025-07-14 13F Farmers & Merchants Investments Inc 115 559 −1,07 12 723 17,34
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 26 077 −4,02 2 871 13,84
2025-07-10 13F SK Wealth Management, LLC 11 937 −0,83 1 324 28,07
2025-08-05 13F Dynasty Wealth Management, Llc 185 503 −16,83 20 424 −1,36
2025-06-03 13F Invst, LLC 141 699 −40,62 13 154 −45,71
2025-08-01 13F Envestnet Asset Management Inc 45 376 880 −5,62 4 995 995 11,94
2025-08-11 13F FineMark National Bank & Trust 83 883 −1,46 9 236 16,87
2025-08-11 13F Mosaic Advisors LLC 0 −100,00 0
2025-07-22 13F DAVENPORT & Co LLC 17 150 −7,69 1 888 9,51
2025-08-14 13F Goldman Sachs Group Inc 6 356 266 −4,27 699 825 13,54
2025-08-08 13F United Asset Strategies, Inc. 2 672 −0,19 294 18,55
2025-07-11 13F/A Umb Bank N A/mo 184 520 −4,87 20 316 12,83
2025-07-23 13F ETF Portfolio Partners, Inc. 18 658 −1,44 2 054 16,90
2025-07-21 13F Ascent Group, LLC 733 202 −9,05 80 726 7,87
2025-07-09 13F Sapient Capital Llc 66 539 −0,06 7 326 18,53
2025-08-04 13F Pinnacle Associates Ltd 32 396 −2,63 3 567 15,48
2025-07-30 13F Evermay Wealth Management Llc 1 691 −17,83 186 −2,62
2025-07-15 13F Signet Financial Management, Llc 34 424 −0,44 3 790 18,11
2025-07-21 13F Qrg Capital Management, Inc. 9 579 −23,05 1 055 −8,74
2025-07-16 13F GenWealth Group, Inc. 32 836 −0,28 3 615 18,29
2025-07-28 13F Stegner Investment Associates Inc. 635 921 −0,21 70 015 18,36
2025-08-14 13F Helium Advisors LLC 18 009 −1,05 1 983 17,35
2025-05-13 13F Measured Risk Portfolios, Inc. 0 −100,00 0
2025-07-25 13F Total Clarity Wealth Management, Inc. 7 764 −2,14 855 6,09
2025-08-15 13F High Falls Advisors, Inc 252 044 −12,83 27 750 3,39
2025-07-23 13F Sachetta, LLC 4 896 −2,78 539 15,42
2025-08-11 13F TRUE Private Wealth Advisors 15 457 −20,49 1 702 −5,71
2025-08-05 13F Tiaa Trust, National Association 94 128 −1,30 10 363 17,07
2025-08-07 13F Resources Investment Advisors, LLC. 442 922 −10,38 48 766 6,29
2025-07-15 13F EWG Elevate Inc. 3 414 −90,36 376 −88,59
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 3 746 387 −16,28 412 477 −0,70
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 108 989 −21,95 12 000 −7,44
2025-08-13 13F Saiph Capital, LLC 221 825 −10,09 24 423 6,63
2025-07-23 13F Prime Capital Investment Advisors, LLC 93 704 −13,16 10 317 3,00
2025-07-15 13F North Star Investment Management Corp. 517 275 −1,03 56 952 17,38
2025-07-24 13F Us Bancorp \de\ 1 350 593 −15,72 148 700 −0,04
2025-07-29 13F Salomon & Ludwin, LLC 660 026 −4,04 72 444 13,46
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 16 404 −16,57 1 788 −2,08
2025-08-14 13F Operose Advisors LLC 21 804 −0,30 2 401 18,23
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares 108 564 −14,40 11 953 1,52
2025-08-06 13F First Horizon Advisors, Inc. 272 896 −2,33 30 046 15,84
2025-08-14 13F Main Street Financial Solutions, LLC 4 448 −0,04 490 18,40
2025-07-24 13F True Link Financial Advisors, LLC 22 045 −8,82 2 427 8,16
2025-07-25 13F NorthRock Partners, LLC 61 204 −5,32 6 738 12,28
2025-08-14 13F Mercer Global Advisors Inc /adv 370 567 −7,37 40 799 9,87
2025-07-25 13F R. W. Roge & Company, Inc. 46 113 −8,97 5 25,00
2025-07-18 13F Arcadia Wealth Management, LLC 7 228 −0,45 796 17,95
2025-08-07 13F Shared Vision Wealth Group LLC 57 768 −4,70 6 580 16,94
2025-08-13 13F Proactive Wealth Strategies LLC 8 753 −6,31 1
2025-07-01 13F Harbor Investment Advisory, Llc 35 590 −0,07 3 918 18,51
2025-07-24 13F Mengis Capital Management, Inc. 4 658 −1,08 513 17,16
2025-08-12 13F PSI Advisors, LLC 2 625 −21,24 289 −6,47
2025-07-09 13F First Bank & Trust 2 184 −13,54 240 2,56
2025-08-13 13F Ofc Financial Planning, Llc 10 598 −14,28 1 167 1,66
2025-08-08 13F Maple Capital Management, Inc. 0 −100,00 0
2025-07-17 13F LexAurum Advisors, LLC 10 848 −0,03 1 194 18,57
2025-08-14 13F LifePlan Investment Advisors, Inc. 29 277 −2,70 3 223 15,40
2025-08-08 13F L & S Advisors Inc 3 234 −0,37 356 18,27
2025-08-07 13F S&co Inc 33 695 −5,31 4 0,00
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-07-01 13F Bush Investment Group, Llc 32 655 −20,72 3 595 −5,96
2025-07-07 13F Global Wealth Strategies & Associates 0 −100,00 0 −100,00
2025-07-25 13F Commonwealth Financial Services, LLC 30 327 −75,02 3 339 −70,38
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 248 054 −0,49 27 311 18,02
2025-08-13 13F Level Four Advisory Services, Llc 106 937 −0,91 11 774 17,52
2025-08-14 13F Pinnacle Family Advisors, LLC 6 181 −83,40 681 −80,32
2025-07-21 13F Rainey & Randall Investment Management Inc. 0 −100,00 0
2025-07-11 13F Capital Advantage, Inc. 11 693 −74,68 1 287 −72,55
2025-08-14 13F Financial Advisors Network, Inc. 104 572 −0,66 11 513 17,83
2025-08-18 13F/A Westwood Holdings Group Inc 3 586 −8,47 395 8,54
2025-07-23 13F Fortis Advisors, LLC 2 609 −16,27 287 −0,69
2025-07-28 13F Founders Grove Wealth Partners, Llc 116 304 −1,49 12 805 16,84
2025-08-08 13F Truepoint, Inc. 18 931 −44,39 2 084 −34,03
2025-07-28 13F Hudson Capital Management LLC 25 620 −33,69 2 821 −21,36
2025-08-05 13F GHP Investment Advisors, Inc. 206 911 −1,14 22 781 17,25
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-08-12 13F Franklin Resources Inc 78 336 −13,01 8 625 3,17
2025-08-13 13F Amundi 0 −100,00 0
2025-08-11 13F Blue Bell Private Wealth Management, Llc 5 193 −0,50 572 17,98
2025-07-29 13F Kraft, Davis & Associates, LLC 60 583 −1,53 6 920 27,68
2025-08-11 13F Wealthgarden F.s. Llc 33 950 −9,52 3 867 11,00
2025-08-19 13F National Asset Management, Inc. 71 479 −50,51 7 870 −46,34
2025-08-04 13F Human Investing LLC 2 032 −21,76 224 −7,47
2025-04-23 13F Gimbal Financial 0 −100,00 0 −100,00
2025-05-14 13F Aufman Associates Inc 0 −100,00 0
2025-08-08 13F D'Orazio & Associates, Inc. 2 103 −18,39 232 −3,35
2025-07-21 13F Ntv Asset Management Llc 50 248 −0,78 5 532 17,68
2025-07-22 13F Bay Harbor Wealth Management, LLC 114 763 −11,38 12 635 5,11
2025-08-13 13F Cerity Partners LLC 321 673 −0,40 35 417 18,14
2025-08-11 13F Theory Financial Llc 44 632 −6,73 5 084 14,43
2025-08-12 13F Bokf, Na 321 034 −7,58 35 346 9,62
2025-08-01 13F Koss-Olinger Consulting, LLC 117 757 −3,65 12 965 14,28
2025-08-01 13F Transcend Wealth Collective, Llc 37 829 −1,13 4 165 17,26
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-07-29 13F Stephens Inc /ar/ 39 239 −3,93 4 320 13,95
2025-08-12 13F Fortis Capital Management LLC 2 306 −37,10 254 −25,59
2025-07-11 13F Busey Wealth Management 341 514 −1,10 37 601 17,31
2025-05-28 NP MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class Short −20 −2
2025-08-11 13F Brown Brothers Harriman & Co 45 243 −1,58 4 981 16,73
2025-08-04 13F Hicks Capital Management Llc 20 253 −0,25 2 230 18,31
2025-08-14 13F Integrated Investment Consultants, LLC 14 587 −2,58 1 606 15,55
2025-08-15 13F Equitable Holdings, Inc. 176 037 −21,53 19 382 −6,93
2025-08-13 13F Bernardo Wealth Planning LLC 20 182 −0,90 2 100,00
2025-08-14 13F Win Advisors, Inc 76 448 −6,67 8 417 10,69
2025-07-18 13F Midwest Financial Group LLC 111 124 −3,33 12 235 14,65
2025-07-29 13F Balboa Wealth Partners 11 808 −54,81 1 300 −46,39
2025-07-28 13F Cypress Wealth Services, LLC 136 599 −24,95 15 040 −10,99
2025-07-09 13F Keystone Wealth Services, LLC 17 599 −8,97 1 938 7,97
2025-08-08 13F Advisors Capital Management, LLC 16 011 −1,48 1 763 16,84
2025-08-11 13F PAX Financial Group, LLC 179 732 −7,81 19 788 9,34
2025-08-14 13F Financial Network Wealth Advisors LLC 0 −100,00 0
2025-07-29 13F BKM Wealth Management, LLC 96 263 −2,13 10 599 16,08
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 4 241 −2,30 467 15,92
2025-08-13 13F Kilter Group LLC 147 983 −7,37 16 293 9,87
2025-08-13 13F Quantbot Technologies LP 0 −100,00 0
2025-08-14 13F Federation des caisses Desjardins du Quebec 8 373 −21,36 922 −6,78
2025-08-14 13F Mariner, LLC 3 617 068 −1,24 398 234 17,13
2025-08-12 13F CIBC Private Wealth Group, LLC 89 057 −2,47 9 805 29,44
2025-07-18 13F Dogwood Wealth Management LLC 137 −74,10 15 −69,39
2025-08-14 13F Sei Investments Co 193 825 −1,79 21 340 16,48
2025-07-07 13F O'Connor Financial Group LLC 4 722 −0,40 523 18,86
2025-08-13 13F Advocacy Wealth Management Services, LLC 748 838 −6,98 82 447 10,33
2025-07-03 13F Garde Capital, Inc. 7 970 −14,34 877 1,62
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0
2025-05-05 13F Lindbrook Capital, Llc 35 563 −0,84 3 301 −9,34
2025-08-08 13F Smithfield Trust Co 38 822 −2,49 4 33,33
2025-07-25 13F Apollon Financial, LLC 4 669 −1,48 514 17,08
2025-08-14 13F UBS Group AG 8 834 680 −1,28 972 698 17,09
2025-07-24 13F Stonebridge Financial Group, LLC 3 427 −1,01 377 17,45
2025-08-08 13F Security Financial Services, INC. 244 403 −7,32 26 909 9,92
2025-07-14 13F Signature Securities Group Corporation 48 509 −0,09 5 341 18,48
2025-07-25 13F JustInvest LLC 15 298 −1,48 1 684 16,86
2025-08-04 13F Simon Quick Advisors, Llc 93 017 −2,85 10 241 15,22
2025-07-17 13F Albion Financial Group /ut 11 945 −91,53 1 315 −89,96
2025-08-13 13F Stenger Family Office, LLC 0 −100,00 0
2025-08-13 13F BCJ Capital Management, LLC 178 046 −3,51 19 603 14,44
2025-04-25 13F Almanack Investment Partners, LLC. 0 −100,00 0
2025-07-16 13F Spirepoint Private Client, Llc 27 984 −9,68 3 081 7,13
2025-08-07 13F Cahill Financial Advisors Inc 259 385 −1,01 28 558 17,41
2025-08-12 13F Atlantic Family Wealth, Llc 62 071 −1,80 6 834 16,48
2025-07-21 13F Yeomans Consulting Group, Inc. 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 10 087 −60,69 1 111 −53,40
2025-07-31 13F Fedenia Advisers LLC 12 925 −8,18 1 423 8,96
2025-07-25 13F ONE Advisory Partners, LLC 166 133 −5,14 18 783 15,53
2025-08-13 13F StoneX Group Inc. 222 709 −7,75 24 520 9,42
2025-07-10 13F Sharkey, Howes & Javer 321 976 −1,36 35 450 17,00
2025-05-06 13F Advisors Preferred, LLC 0 −100,00 0
2025-07-07 13F Nova Wealth Management, Inc. 1 911 −1,34 210 17,32
2025-08-14 13F Snowden Capital Advisors LLC 141 445 −14,14 15 573 1,84
2025-08-12 13F Jpmorgan Chase & Co 42 378 341 −3,27 4 665 855 14,73
2025-07-23 13F Eagle Rock Investment Company, Llc 4 200 −0,69 462 17,86
2025-07-29 13F Aire Advisors, Llc 1 952 −11,03 215 5,42
2025-07-09 13F Inspirion Wealth Advisors, Llc 14 474 −3,02 1 594 15,02
2025-07-16 13F Kennicott Capital Management Llc 2 724 −12,80 300 3,10
2025-05-12 13F Richard W. Paul & Associates, LLC 0 −100,00 0
2025-07-10 13F Focus Financial Network, Inc. 162 247 −13,94 17 863 2,07
2025-07-22 13F One Wealth Management Investment & Advisory Services, LLC 6 554 −0,86 722 17,62
2025-07-29 13F ShoreHaven Wealth Partners, LLC 250 570 −3,55 27 588 14,40
2025-07-14 13F Clear Harbor Asset Management, LLC Call 0 −100,00 0
2025-07-28 13F Curated Wealth Partners LLC 4 625 −37,96 509 −26,45
2025-07-29 13F Crux Wealth Advisors 5 196 −57,80 572 −49,91
2025-07-25 13F Ellis Investment Partners, LLC 73 458 −0,28 8 088 18,28
2025-07-18 13F Truist Financial Corp 1 189 481 −3,22 130 962 14,79
2025-05-09 13F Thoroughbred Financial Services, Llc 0 −100,00 0
2025-07-17 13F Fifth Third Securities, Inc. 140 016 −1,47 15 416 16,86
2025-04-23 13F Sabal Trust CO 0 −100,00 0
2025-07-29 13F Rodgers & Associates, LTD 151 746 −7,69 16 707 9,48
2025-07-16 13F Magnus Financial Group LLC 34 760 −2,32 3 827 15,86
2025-07-17 13F Kelly Financial Services LLC 186 207 −7,10 20 501 10,18
2025-08-12 13F Journey Strategic Wealth Llc 6 970 −10,39 767 6,23
2025-07-24 13F McKinley Carter Wealth Services, Inc. 8 267 −2,98 910 15,04
2025-07-24 13F JNBA Financial Advisors 9 009 −0,87 992 17,56
2025-07-29 13F Mountain Capital Investment Advisors, Inc 3 092 −1,21 337 15,86
2025-07-22 13F Brown Miller Wealth Management, LLC 0 −100,00 0
2025-07-23 13F Clear Creek Financial Management, LLC 127 678 −64,73 14 057 −58,17
2025-07-14 13F Clear Harbor Asset Management, LLC Put 0 −100,00 0
2025-07-14 13F Clear Harbor Asset Management, LLC 0 −100,00 0
2025-08-11 13F Cornerstone Planning Group LLC 1 781 −28,27 201 −10,27
2025-07-30 13F Pacific Sun Financial Corp 9 834 −4,65 1 083 13,06
2025-08-27 NP Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 34 110 −3,10 3 756 14,94
2025-08-04 13F Ledyard National Bank 2 371 −4,36 261 13,48
2025-05-08 13F Moors & Cabot, Inc. 0 −100,00 0
2025-07-17 13F Mattern Wealth Management LLC 28 607 −0,38 3 150 18,16
2025-08-12 13F Shakespeare Wealth Management, Inc. 0 −100,00 0
2025-08-06 13F Csenge Advisory Group 249 776 −1,61 25 872 15,20
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 1 005 071 −7,06 110 658 10,24
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 520 000 −26,76 57 252 −13,13
2025-07-18 13F Institute for Wealth Management, LLC. 24 248 −9,19 2 670 7,71
2025-07-30 13F Avidian Wealth Solutions, LLC 38 542 −13,27 4 244 2,86
2025-07-22 13F Aspire Private Capital, LLC 19 724 −4,87 2 172 12,84
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-07-23 13F Heck Capital Advisors, LLC 36 365 −53,30 4 004 −44,63
2025-07-21 13F Hilltop National Bank 30 573 −5,17 3 366 2,84
2025-08-11 13F Elite Financial, Inc. 0 −100,00 0
2025-07-18 13F TABR Capital Management, LLC 0 −100,00 0
2025-08-05 13F Trail Ridge Investment Advisors, LLC 3 771 −8,76 430 12,01
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 2 451 −35,97 270 −24,23
2025-08-13 13F Capital Advisors Wealth Management, LLC 2 426 −3,42 267 14,59
2025-07-08 13F Ehrlich Financial Group 97 596 −17,60 10 745 −2,26
2025-08-13 13F Jones Financial Companies Lllp 2 759 719 −38,63 302 197 −27,40
2025-07-21 13F Catalina Capital Group, LLC 10 954 −16,43 1 206 −0,90
2025-07-25 13F RHS Financial, LLC 0 −100,00 0
2025-05-02 13F Wealthfront Advisers Llc 0 −100,00 0 −100,00
2025-05-13 13F Global View Capital Management LLC 0 −100,00 0
2025-07-15 13F McAdam, LLC 2 443 −4,01 269 13,56
2025-08-12 13F 17 Capital Partners, Llc 30 125 −23,14 3 317 −8,85
2025-07-22 13F Highland Capital Management, Llc 14 323 −1,25 1 577 17,09
2025-08-07 13F 49 Wealth Management, Llc 6 552 −5,51 721 12,13
2025-04-25 13F Unified Investment Management 0 −100,00 0
2025-08-04 13F Integrity Alliance, Llc. 228 782 −38,00 25 189 −26,46
2025-07-30 13F Whittier Trust Co 19 452 −2,83 2 142 15,23
2025-08-07 13F CENTRAL TRUST Co 14 726 −3,01 1 621 15,05
2025-08-06 13F Grey Fox Wealth Advisors, LLC 2 353 −1,18 259 17,19
2025-08-11 13F Howard Wealth Management, Llc 33 545 −0,15 3 693 18,44
2025-07-14 13F Sterling Group Wealth Management, LLC 67 399 −34,66 7 421 −22,51
2025-07-31 13F Schoolcraft Capital LLC 2 185 −42,18 241 −31,43
2025-04-14 13F Sunflower Bank, N.A. 0 −100,00 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F 39 000 −15,22 4 294 0,54
2025-07-11 13F Shelton Wealth Management, Llc 2 640 −11,82 291 4,69
2025-08-11 13F Dorsey Wright & Associates 0 −100,00 0
2025-08-06 13F Washington Trust Bank 10 679 −4,08 1 176 13,75
2025-07-10 13F Perkins Coie Trust Co 126 267 −2,15 13 902 16,05
2025-05-15 13F Wolverine Trading, Llc 0 −100,00 0
2025-07-23 13F Vontobel Holding Ltd. 33 850 −26,45 3 727 −12,78
2025-08-07 13F Blackston Financial Advisory Group, LLC 4 793 −26,45 528 −12,75
2025-07-25 13F Presilium Private Wealth, Llc 2 224 −5,12 245 12,44
2025-08-14 13F Citadel Advisors Llc Put 13 300 −22,22 1 464 −7,75
2025-08-13 13F Mcmorgan & Co Llc 234 140 −1,98 25 779 16,25
2025-07-07 13F HMS Capital Management, LLC 7 210 −5,26 794 24,10
2025-05-14 13F Laffer Investments 0 −100,00 0
2025-05-15 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-05-15 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-07-31 13F Moloney Securities Asset Management, LLC 20 724 −41,09 2 282 −30,14
2025-08-08 13F Croban 27 636 −8,07 3 043 9,03
2025-08-11 13F CFS Investment Advisory Services, LLC 180 019 −8,02 20 5,56
2025-08-11 13F Pinnacle Financial Group, LLC / IL 20 207 −1,37 2 225 16,99
2025-07-15 13F Patriot Investment Management Inc. 59 307 −1,53 6 530 16,78
2025-08-12 13F Coldstream Capital Management Inc 85 127 −7,34 9 372 9,90
2025-08-07 13F BOK Financial Private Wealth, Inc. 322 406 −3,87 35 497 14,01
2025-04-14 13F Northstar Advisory Group, LLC 0 −100,00 0
2025-07-31 13F Cadinha & Co Llc 12 580 −0,87 1 385 17,57
2025-07-29 13F Beverly Hills Private Wealth, LLC 4 207 −9,66 463 7,18
2025-05-08 13F FSA Advisors, Inc. 0 −100,00 0
2025-07-23 13F Venturi Wealth Management, LLC 27 747 −1,33 3 055 17,01
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