IWF / iShares Trust - iShares Russell 1000 Growth ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Russell 1000 Growth ETF
US ˙ ARCA ˙ US4642876142

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
(%)
2025-07-15 13F Evanson Asset Management, LLC 10 096 −0,04 4 287 17,52
2025-08-05 13F Core Alternative Capital 232 −7,20 99 8,89
2025-07-16 13F Signaturefd, Llc 1 799 924 −2,95 764 212 14,11
2025-08-14 13F D. E. Shaw & Co., Inc. 8 584 −35,23 3 645 −23,85
2025-07-28 13F Axxcess Wealth Management, Llc 20 119 −0,03 8 542 17,55
2025-08-14 13F Money Concepts Capital Corp 1 809 −18,44 768 −4,00
2025-07-15 13F Graypoint LLC 188 271 −2,05 79 936 15,17
2025-08-08 13F Ironwood Investment Counsel, LLC 1 486 −5,89 631 10,70
2025-08-05 13F GPS Wealth Strategies Group, LLC 2 418 −1,39 1 027 15,93
2025-08-14 13F LaSalle St. Investment Advisors, LLC 720 −22,41 0
2025-07-29 13F Planned Solutions, Inc. 0 −100,00 0
2025-08-11 13F Diversified Portfolios, Inc. 9 846 −2,77 4 181 14,33
2025-07-07 13F RB Capital Management, LLC 781 −10,23 332 5,41
2025-08-08 13F Principal Financial Group Inc 100 625 −41,15 42 725 −30,80
2025-07-16 13F Castleview Partners, Llc 2 379 −0,08 1 010 17,58
2025-04-25 13F Sicart Associates LLC 0 −100,00 0 −100,00
2025-07-09 13F Veracity Capital LLC 5 896 −3,47 2 503 13,51
2025-08-13 13F Per Stirling Capital Management, LLC. 2 772 −0,79 1 177 16,55
2025-08-27 NP OALGX - Optimum Large Cap Growth Fund Class A 10 516 −15,07 4 465 −0,16
2025-08-06 13F North Capital, Inc. 1 391 −0,50 591 17,06
2025-07-08 13F RMR Wealth Builders 103 644 −0,40 44 005 17,11
2025-08-04 13F Live Oak Private Wealth LLC 0 −100,00 0
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 3 342 −54,64 1 421 −46,58
2025-08-14 13F Macquarie Group Ltd 10 516 −15,07 4 465 −0,13
2025-04-29 13F Calamos Advisors LLC 0 −100,00 0
2025-08-08 13F Financial Life Planners 1 387 −2,80 589 14,17
2025-08-13 13F North Berkeley Wealth Management, LLC 1 621 −12,24 688 3,30
2025-08-13 13F EverSource Wealth Advisors, LLC 2 789 −80,07 1 184 −76,56
2025-08-12 13F Boston Research & Management Inc 643 −10,94 0
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-25 13F Community Bank, N.A. 22 408 −0,37 9 514 17,14
2025-07-25 13F Investment Advisory Group, LLC 5 126 −0,58 2 177 16,93
2025-08-14 13F Sentinus, LLC 0 −100,00 0
2025-05-01 13F Quest 10 Wealth Builders, Inc. 1 091 −8,40 414 −13,60
2025-08-06 13F Mascagni Wealth Management, Inc. 2 159 −2,44 917 14,64
2025-07-17 13F Montis Financial, LLC 1 642 −0,97 697 16,56
2025-08-08 13F Blankinship & Foster, LLC 5 848 −0,46 2 483 17,07
2025-08-28 13F/A Tolleson Wealth Management, Inc. 16 627 −1,71 7 059 15,57
2025-08-01 13F Planning Directions Inc 0 −100,00 0
2025-07-16 13F Beaumont Financial Advisors, LLC 6 920 −1,55 2 938 15,76
2025-05-13 13F Watts Gwilliam & Co., LLC 20 918 −3,04 7 553 −13,29
2025-07-25 13F Pathway Financial Advisors LLC 1 185 −6,03 503 10,55
2025-07-29 13F Hoese & Co LLP 5 486 −11,40 2 329 4,21
2025-07-15 13F Marquette Asset Management, LLC 121 425 −0,13 51 555 17,43
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 405 606 −1,25 173 709 17,12
2025-08-07 13F Northwest Bancshares, Inc. 1 025 −2,57 435 14,78
2025-08-13 13F Fort Sheridan Advisors Llc 867 −19,72 368 −5,40
2025-08-04 13F NWK Group, Inc. 2 976 −16,83 1 264 −2,17
2025-08-14 13F Citadel Advisors Llc Put 31 800 −25,35 13 502 −12,23
2025-07-30 13F Klingenstein Fields & Co Lp 1 355 −3,56 575 13,41
2025-07-07 13F RDA Financial Network 549 −1,26 233 16,50
2025-08-14 13F Planwiser Financial, Llc 905 −11,71 399 4,72
2025-08-05 13F Scarborough Advisors, LLC 0 −100,00 0
2025-07-25 13F Tranquility Partners, LLC 4 621 −0,22 1 962 17,34
2025-07-15 13F Family Investment Center, Inc. 1 741 −0,68 739 16,93
2025-07-15 13F Riverbridge Partners Llc 0 −100,00 0
2025-07-17 13F Paradigm Financial Partners, Llc 3 438 −0,35 1 460 17,19
2025-08-01 13F Jennison Associates Llc 21 025 −78,38 8 927 −74,58
2025-07-22 13F Signature Wealth Management Partners, LLC 2 322 −5,76 986 10,80
2025-08-14 13F Raymond James Financial Inc Put 0 −100,00 0 −100,00
2025-07-17 13F Park Place Capital Corp 7 324 −15,19 3 077 −1,35
2025-08-04 13F HBK Sorce Advisory LLC 34 567 −4,56 14 677 12,22
2025-05-16 13F Strait & Sound Wealth Management LLC 0 −100,00 0
2025-08-14 13F Benjamin Edwards Inc 2 040 −37,29 866 −26,24
2025-07-15 13F Bank Of Stockton 1 015 −2,40 431 14,67
2025-07-17 13F Janney Montgomery Scott LLC 775 136 −2,16 329 15,03
2025-07-31 13F/A Interchange Capital Partners, LLC 2 858 −0,14 1 213 17,42
2025-07-22 13F JSF Financial, LLC 12 902 −2,63 5 478 14,49
2025-08-07 13F Midland Wealth Advisors Llc 5 708 −41,06 2 424 −30,71
2025-08-14 13F McIlrath & Eck, LLC 1 989 −0,15 844 17,39
2025-07-18 13F PFG Investments, LLC 3 897 −1,19 1 655 16,15
2025-08-11 13F Perennial Investment Advisors, LLC 7 421 −8,62 3 150 7,44
2025-08-06 13F Black Swift Group, LLC 68 945 −2,87 29 273 14,21
2025-07-22 13F Wealthcare Capital Partners, LLC 603 −0,50 256 17,43
2025-08-14 13F Tennessee Valley Asset Management Partners 2 234 −13,07 949 2,16
2025-07-22 13F Evensky & Katz LLC 0 −100,00 0
2025-07-21 13F Stock Yards Bank & Trust Co 20 601 −1,52 8 747 15,80
2025-08-14 13F Warren Averett Asset Management, LLC 155 524 −0,12 66 032 17,44
2025-07-28 13F Pettinga Financial Advisors, LLC 23 134 −0,57 9 822 16,91
2025-08-11 13F Pin Oak Investment Advisors Inc 3 799 −8,81 1 0,00
2025-04-29 13F Truist Financial Corp Put 0 −100,00 0 −100,00
2025-05-15 13F National Wealth Management Group, LLC 0 −100,00 0
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-18 13F Ewa, Llc 3 805 −0,31 1 616 17,20
2025-07-23 13F Canopy Partners, LLC 657 −12,63 279 2,58
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-07-10 13F Signal Advisors Wealth, LLC 1 364 −19,48 579 −5,40
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-07-28 13F Copia Wealth Management 926 −6,46 393 10,08
2025-05-14 13F Edgewood Management Llc 0 −100,00 0 −100,00
2025-08-14 13F Wetherby Asset Management Inc 11 363 −5,88 4 825 −0,50
2025-07-09 13F Blodgett Wealth Advisors, Llc 49 234 −6,36 20 904 10,10
2025-08-14 13F Ancora Advisors, LLC 21 745 −0,29 9 233 17,25
2025-08-01 13F Strategic Financial Services, Inc, 2 915 −5,05 1 238 11,64
2025-08-06 13F Commonwealth Equity Services, Llc 2 104 704 −3,15 894 13,90
2025-07-23 13F BankPlus Trust Department 1 033 −8,34 439 7,88
2025-08-14 13F Harvest Investment Services, LLC 3 399 −4,06 1 443 12,82
2025-08-14 13F Wedgewood Partners Inc 0 −100,00 0
2025-05-14 13F Islay Capital Management, Llc 0 −100,00 0
2025-08-14 13F Sand Hill Global Advisors, LLC 2 630 −8,62 1 117 7,41
2025-08-12 13F JMG Financial Group, Ltd. 36 500 −0,39 15 497 17,13
2025-07-21 13F Monticello Wealth Management, Llc 20 799 −1,05 8 831 16,35
2025-04-23 13F Sabal Trust CO 7 267 −3,36 2 624 −13,08
2025-07-09 13F Westshore Wealth, LLC 44 896 −1,59 19 062 15,71
2025-07-30 13F Cornerstone Advisory, LLC 18 173 −1,83 7 716 12,28
2025-08-12 13F Twin Focus Capital Partners, Llc 0 −100,00 0
2025-07-09 13F Baron Financial Group, LLC 7 751 −2,06 3 291 15,16
2025-05-08 13F RFG - Bristol Wealth Advisors, LLC 0 −100,00 0
2025-08-12 13F New Republic Capital, LLC 912 −38,25 387 −27,39
2025-07-08 13F Nbc Securities, Inc. 12 453 −1,32 5 25,00
2025-07-21 13F Kennebec Savings Bank 388 −0,26 165 17,14
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-08-05 13F EPG Wealth Management LLC 16 381 −7,87 6 955 8,33
2025-07-17 13F HCR Wealth Advisors 918 −5,94 390 10,51
2025-07-24 13F 3Chopt Investment Partners, LLC 0 −100,00 0
2025-07-23 13F Detalus Advisors, LLC 5 583 −0,02 2 370 17,56
2025-05-15 13F Greenline Partners, LLC 0 −100,00 0
2025-08-06 13F Regimen Wealth, Llc 3 463 −14,87 1 470 0,14
2025-08-04 13F AMG National Trust Bank 128 978 −6,49 54 761 9,96
2025-05-12 13F Measured Wealth Private Client Group, LLC 0 −100,00 0
2025-08-04 13F Mesirow Financial Investment Management, Inc. 188 769 −1,27 80 155 16,09
2025-08-08 13F eCIO, Inc. 0 −100,00 0
2025-08-14 13F Win Advisors, Inc 0 −100,00 0
2025-08-11 13F Intrepid Financial Planning Group LLC 34 673 −1,73 14 721 15,55
2025-08-12 13F Atlas Capital Advisors Llc 0 −100,00 0
2025-07-17 13F City Holding Co 17 414 −3,06 7 393 14,00
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-08-13 13F Summit Financial, LLC 36 749 −5,56 15 603 11,05
2025-07-23 13F Tyche Wealth Partners LLC 1 681 −2,10 714 15,00
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-08-11 13F Lake Street Financial Llc 699 −5,80 297 10,86
2025-08-14 13F Abbot Financial Management, Inc. 896 −1,32 380 16,21
2025-08-04 13F L.m. Kohn & Company 704 −1,81 299 15,50
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0
2025-04-25 13F Peregrine Capital Management Llc 0 −100,00 0
2025-07-17 13F Nova R Wealth, Inc. 2 848 −25,25 1 209 −12,07
2025-07-10 13F Trust Point Inc. 6 408 −2,73 2 721 14,38
2025-08-13 13F Serenus Wealth Advisors, LLC 13 179 −4,67 5 595 12,10
2025-08-12 13F Meridian Wealth Advisors, LLC 6 768 −4,46 2 873 12,31
2025-07-31 13F BIP Wealth, LLC 1 910 −3,49 811 13,59
2025-08-13 13F Truvestments Capital Llc 415 −39,15 176 −28,46
2025-05-09 13F Briaud Financial Planning, Inc 0 −100,00 0
2025-07-08 13F Atlas Brown,Inc. 10 598 −1,63 4 500 15,66
2025-07-31 13F Ballast Advisors Llc 3 521 −0,62 1 495 16,81
2025-08-13 13F Invesco Ltd. 0 −100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 810 −8,06 344 7,86
2025-08-11 13F Foundation Wealth Management, LLC\PA 13 237 −0,15 5 620 17,43
2025-07-14 13F Brady Martz Wealth Solutions, LLC 6 134 −3,70 2 604 13,22
2025-08-11 13F Guidance Point Advisors, LLC 9 658 −0,09 4 100 17,48
2025-07-21 13F Cardinal Strategic Wealth Guidance 1 304 −12,95 554 2,41
2025-07-29 13F Kanawha Capital Management Llc 4 059 −4,81 1 723 11,96
2025-07-18 13F SOA Wealth Advisors, LLC. 21 392 −0,62 9 082 16,86
2025-08-14 13F MGB Wealth Management, LLC 498 −33,33 211 −21,93
2025-07-25 13F Apollon Wealth Management, LLC 19 745 −0,78 8 383 16,67
2025-08-14 13F Harwood Advisory Group, LLC 8 636 −10,52 3 667 −5,39
2025-07-25 13F waypoint wealth counsel 1 733 −1,03 736 16,30
2025-07-29 13F Private Trust Co Na 11 012 −7,94 4 675 8,24
2025-07-11 13F Kapstone Financial Advisors LLC 7 369 −0,58 3 129 16,89
2025-07-29 13F Ballast, Inc. 0 −100,00 0
2025-08-08 13F Family Firm, Inc. 0 −100,00 0
2025-08-14 13F Family Management Corp 2 339 −3,15 993 13,88
2025-08-12 13F RPG Investment Advisory, LLC 1 372 −50,61 583 −41,97
2025-05-15 13F Two Sigma Securities, Llc Call 0 −100,00 0 −100,00
2025-07-21 13F Quent Capital, LLC 19 430 −4,94 8 250 11,78
2025-07-08 13F Apella Capital, LLC 26 953 −15,31 11 462 0,69
2025-05-16 13F Fred Alger Management, Llc 0 −100,00 0
2025-07-11 13F Diversified Trust Co 22 595 −5,57 9 593 11,04
2025-07-07 13F Lwm Advisors Inc 51 404 −1,17 21 825 11,97
2025-07-22 13F Appleton Partners Inc/ma 3 113 −0,80 1 0,00
2025-07-29 13F Goldstein Advisors, LLC 2 859 −1,41 1 214 15,85
2025-08-26 13F/A Thrivent Financial For Lutherans 134 261 −60,38 57 −56,15
2025-08-14 13F Clark Capital Management Group, Inc. 6 118 −82,10 2 598 −78,96
2025-08-14 13F Icon Wealth Advisors, LLC 12 743 −0,60 5 410 16,87
2025-05-08 NP QMLFX - Quantified Market Leaders Fund Investor Class Shares 0 −100,00 0 −100,00
2025-08-12 13F Manchester Capital Management LLC 4 069 −30,71 1 728 −18,54
2025-08-14 13F Diversify Wealth Management, Llc 8 015 −4,89 3 609 16,80
2025-07-23 13F Eagle Strategies LLC 12 591 −0,40 5 346 17,11
2025-08-15 13F CI Private Wealth, LLC 696 428 −53,98 295 691 −45,89
2025-08-04 13F Flagship Harbor Advisors, Llc 9 846 −6,66 4 180 9,74
2025-08-13 13F Berbice Capital Management LLC 3 329 −31,06 1 413 −18,93
2025-08-13 13F Capital Group Private Client Services, Inc. 4 482 −0,44 1 903 17,11
2025-05-12 13F Sandy Spring Bank 6 870 −1,36 2 481 −11,33
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-08-11 13F Bradley Foster & Sargent Inc/ct 46 872 −0,47 19 901 17,02
2025-07-09 13F Bank of New Hampshire 2 629 −17,33 1 116 −2,79
2025-08-04 13F Haven Private, LLC 500 −25,71 212 −12,76
2025-07-22 13F Coastal Investment Advisors, Inc. 3 140 −6,69 1 333 9,71
2025-08-13 13F Schroder Investment Management Group 0 −100,00 0
2025-08-11 13F TD Waterhouse Canada Inc. 3 202 −42,94 1 345 −34,13
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 112 659 −1,79 47 833 15,47
2025-08-08 13F Foundations Investment Advisors, LLC 9 438 −77,16 4 007 −73,15
2025-08-13 13F ESL Trust Services, LLC 1 353 −2,87 574 14,12
2025-07-21 13F Compass Planning Associates Inc 70 −81,23 30 −78,36
2025-08-14 13F Novus Advisors, Llc 1 416 −17,67 601 −3,22
2025-08-14 13F Integrated Wealth Concepts LLC 28 610 −1,89 12 147 15,37
2025-08-27 NP Advanced Series Trust - Ast Advanced Strategies Portfolio 10 239 −40,61 4 347 −30,16
2025-04-21 13F Shelton Wealth Management, Llc 0 −100,00 0
2025-07-10 13F Selective Wealth Management, Inc. 3 626 −2,05 1 555 20,00
2025-08-14 13F Beaird Harris Wealth Management, LLC 1 725 −4,75 732 12,10
2025-08-08 13F Renasant Bank 4 091 −0,27 1 737 17,22
2025-08-07 13F Clarity Wealth Advisors, LLC 1 596 −1,24 678 16,12
2025-08-06 13F SJA Financial Advisory, LLC 4 319 −3,31 1 834 13,64
2025-07-29 13F Regions Financial Corp 467 049 −0,93 198 300 16,49
2025-07-09 13F Praetorian Wealth Management, Inc. 0 −100,00 0
2025-08-13 13F GeoWealth Management, LLC 205 −99,44 87 −99,34
2025-08-06 13F Eukles Asset Management 23 110 −0,96 9 812 16,45
2025-07-25 13F Sovereign Financial Group, Inc. 2 001 −3,15 850 13,81
2025-04-14 13F Outlook Wealth Advisors, LLC 0 −100,00 0
2025-07-09 13F Berkshire Bank 1 017 −1,26 432 16,17
2025-07-22 13F USAdvisors Wealth Management, LLC 571 −88,71 0 −100,00
2025-07-15 13F FMA Wealth Management, LLC 29 302 −7,61 12 441 −0,60
2025-08-07 13F Montag A & Associates Inc 55 940 −0,45 23 751 17,06
2025-07-07 13F Wesbanco Bank Inc 11 020 −2,19 4 679 15,00
2025-08-13 13F Cary Street Partners Financial Llc 36 024 −5,07 15 295 11,62
2025-08-06 13F Cannon Financial Strategists, Inc. 5 410 −1,99 2 297 15,25
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 48 852 −1,02 20 742 16,38
2025-07-22 13F Three Bridge Wealth Advisors, LLC 17 386 −1,75 7 382 15,53
2025-08-12 13F YANKCOM Partnership 2 182 −0,23 927 17,36
2025-08-07 13F Rossmore Private Capital 4 421 −0,32 1 877 17,24
2025-07-31 13F Auour Investments LLC 6 299 −1,39 2 674 14,13
2025-07-29 13F William Blair Investment Management, Llc 0 −100,00 0
2025-08-01 13F Oarsman Capital, Inc. 18 649 −5,18 7 918 11,51
2025-07-28 13F Nvest Financial, LLC 40 215 −0,70 17 074 16,76
2025-07-31 13F Planning Center, Inc. 1 013 −32,33 430 −20,37
2025-08-05 13F Claro Advisors LLC 48 493 −19,91 20 589 −5,83
2025-08-08 13F Strategies Wealth Advisors, LLC 3 670 −4,38 1 558 12,49
2025-07-29 13F Chicago Partners Investment Group LLC 9 877 −6,45 4 312 9,66
2025-08-14 13F Great Valley Advisor Group, Inc. 37 842 −7,17 16 067 9,15
2025-07-08 13F Gallacher Capital Management LLC 4 000 −0,89 1 698 16,54
2025-08-13 13F Wellspring Financial Advisors, LLC 75 632 −4,81 32 112 11,93
2025-07-11 13F Bell Bank 1 700 −3,74 722 13,19
2025-08-13 13F Natixis Advisors, L.p. 273 670 −52,80 116 −44,50
2025-07-30 13F Onyx Bridge Wealth Group LLC 861 −1,71 366 15,51
2025-08-13 13F Cresset Asset Management, LLC 499 104 −3,62 211 910 13,33
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-13 13F Greenwich Wealth Management LLC 956 −9,56 0
2025-08-13 13F Sands Capital Management, Llc 0 −100,00 0
2025-07-11 13F Kaydan Wealth Management, Inc. 2 048 −8,24 870 7,95
2025-07-31 13F First Business Financial Services, Inc. 205 395 −0,16 87 207 17,39
2025-08-06 13F Kcm Investment Advisors Llc 4 082 −10,78 1 733 4,90
2025-07-24 13F Edge Financial Advisors LLC 1 126 −10,92 473 3,73
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 1 751 −5,25 743 11,39
2025-07-16 13F Cambridge Advisors Inc. 6 368 −1,32 2 704 16,01
2025-08-12 13F SlateStone Wealth, LLC 54 635 −4,20 23 15,00
2025-04-14 13F Regent Peak Wealth Advisors LLC 39 405 −1,90 14 229 −11,79
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-07-16 13F American National Bank 733 −31,56 311 −19,43
2025-07-09 13F Finley Financial, LLC 30 815 −4,55 13 083 10,51
2025-07-25 13F Sequoia Financial Advisors, LLC 22 228 −5,42 9 438 11,21
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 3 768 −7,76 1 600 8,41
2025-07-22 13F Willner & Heller, Llc 9 640 −9,01 4 093 6,98
2025-07-29 13F Quotient Wealth Partners, LLC 8 825 −0,52 3 747 16,95
2025-08-07 13F Verus Capital Partners, Llc 5 712 −0,30 2 425 17,26
2025-07-30 13F Crewe Advisors LLC 6 559 −4,29 2 785 12,53
2025-08-14 13F Stifel Financial Corp 1 262 727 −5,57 536 135 11,04
2025-08-08 13F Glassman Wealth Services 4 614 −2,66 1 959 14,44
2025-04-21 13F Janney Capital Management LLC 0 −100,00 0
2025-08-01 13F Twin Lakes Capital Management, LLC 134 −34,63 57 −24,32
2025-07-14 13F Occidental Asset Management, LLC 42 349 −1,29 17 981 16,07
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. 0 −100,00 0
2025-07-24 13F Capital Advisors, Ltd. LLC 147 458 −0,10 63 16,98
2025-08-04 13F Bordeaux Wealth Advisors LLC 2 152 −2,05 914 15,13
2025-08-05 13F Bank Of Montreal /can/ 305 750 −1,61 129 815 15,69
2025-07-08 13F Heartwood Wealth Advisors LLC 2 916 −0,92 1 238 16,57
2025-05-01 13F Fulton Breakefield Broenniman Llc 0 −100,00 0 −100,00
2025-07-18 13F Consolidated Planning Corp 12 781 −0,35 5 427 17,17
2025-07-25 13F Stephens Consulting, LLC 7 170 −0,14 3 044 17,44
2025-07-30 13F Probity Advisors, Inc. 1 069 −36,03 454 −24,88
2025-08-12 13F Gladstone Institutional Advisory LLC 16 667 −4,27 7 077 12,57
2025-08-13 13F Solutions 4 Wealth, Ltd 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 1 499 825 −5,53 637 382 11,20
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 627 −7,66 266 8,57
2025-08-07 13F McClarren Financial Advisors, Inc. 0 −100,00 0
2025-08-06 13F Paladin Advisory Group, LLC 23 589 −1,14 10 015 16,25
2025-08-08 13F Union Savings Bank 2 208 −10,68 972 8,97
2025-07-25 13F Dynamic Financial Group 13 823 −2,81 5 869 14,27
2025-07-15 13F Mainstream Capital Management LLC 10 111 −1,77 4 293 15,50
2025-07-18 13F CHURCHILL MANAGEMENT Corp 581 381 −57,95 246 843 −50,55
2025-08-08 13F Mv Capital Management, Inc. 174 992 −4,72 74 298 12,03
2025-08-11 13F Oder Investment Management, LLC 947 −0,32 402 17,20
2025-08-12 13F Tradition Wealth Management, LLC 47 058 −0,43 19 980 17,08
2025-07-31 13F Trademark Financial Management, LLC 4 904 −19,95 2 082 −5,92
2025-08-13 13F GM Advisory Group, Inc. 29 116 −0,17 12 362 17,39
2025-08-14 13F Certified Advisory Corp 8 028 −0,55 3 408 16,95
2025-08-15 13F Asset Allocation Strategies LLC 1 870 −46,39 794 −36,93
2025-08-08 13F IMA Wealth, Inc. 784 −13,85 333 1,22
2025-08-11 13F Intrust Bank Na 4 476 −0,20 1 900 17,36
2025-08-12 13F Braun Stacey Associates Inc 899 −25,52 382 −12,41
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 6 228 −11,88 2 644 7,04
2025-04-28 13F Boulder Wealth Advisors, LLC 60 603 −0,67 21 883 −10,69
2025-08-08 13F Breed's Hill Capital LLC 18 724 −1,53 7 950 15,79
2025-08-06 13F OneAscent Wealth Management LLC 0 −100,00 0
2025-07-14 13F Lee-Kelleher Wealth Management 7 516 −0,56 3 191 16,93
2025-07-09 13F Massmutual Trust Co Fsb/adv 2 695 −4,33 1 144 12,49
2025-07-07 13F LBJ Family Wealth Advisors, Ltd. 102 098 −0,09 43 19,44
2025-07-17 13F One Wealth Advisors, LLC 34 546 −1,30 14 668 16,05
2025-08-08 13F Advisory Resource Group 3 273 −4,52 1 390 12,29
2025-08-05 13F MidAtlantic Capital Management, Inc. 13 344 −0,48 5 666 17,02
2025-08-08 13F First Western Trust Bank 16 068 −6,79 6 822 9,61
2025-08-14 13F Atomi Financial Group, Inc. 29 983 −18,22 12 730 −3,84
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-07-08 13F Webster Bank, N. A. 1 358 −5,03 577 11,63
2025-07-22 13F Sage Financial Group Inc 29 307 −0,13 12 443 17,43
2025-07-23 13F Valmark Advisers, Inc. 12 963 −2,23 5 504 14,96
2025-08-11 13F Delta Asset Management Llc/tn 153 −1,29 65 16,36
2025-08-04 13F Mayflower Financial Advisors, LLC 1 296 −36,22 550 −24,97
2025-08-05 13F Frederick Financial Consultants, LLC 20 549 −0,34 8 725 17,18
2025-04-16 13F New Century Financial Group, LLC 0 −100,00 0 −100,00
2025-08-13 13F Tranquilli Financial Advisor LLC 0 −100,00 0
2025-08-12 13F Main Management LLC 915 −56,96 0
2025-07-31 13F Oppenheimer Asset Management Inc. 24 320 −19,60 10 326 −5,46
2025-08-13 13F Townsquare Capital Llc 13 431 −55,12 5 703 −47,23
2025-05-13 13F Redmond Asset Management, LLC 0 −100,00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 89 833 −4,93 38 141 11,79
2025-04-15 13F Members Wealth Llc 2 144 −8,61 774 −19,63
2025-08-14 13F Two Sigma Securities, Llc Put 0 −100,00 0 −100,00
2025-07-01 13F First National Bank Sioux Falls 7 036 −0,14 2 987 17,41
2025-07-29 13F Horst & Graben Wealth Management LLC 1 070 −0,56 454 17,01
2025-08-15 13F Provenance Wealth Advisors, LLC 18 598 −12,10 7 896 3,36
2025-07-14 13F Mechanics Bank Trust Department 8 395 −3,67 3 564 13,29
2025-04-15 13F Transform Wealth, LLC 1 120 −15,60 404 −24,06
2025-09-11 NP CFGRX - The Growth Fund Shares 11 100 −51,70 4 889 −42,00
2025-08-12 13F Jacobi Capital Management LLC 4 018 −1,23 1 706 16,14
2025-08-14 13F Price T Rowe Associates Inc /md/ 18 840 −97,61 8 −97,18
2025-08-14 13F Camden Capital, LLC 17 808 −4,82 7 561 11,93
2025-07-18 13F Cooper Financial Group 5 479 −4,91 2 326 11,83
2025-08-12 13F Osborne Partners Capital Management, Llc 14 295 −0,21 6 069 17,34
2025-07-28 13F Td Asset Management Inc 5 285 −10,32 2 244 5,45
2025-08-11 13F Johnson Financial Group, LLC 0 −100,00 0
2025-08-12 13F Bravias Capital Group, LLC 1 051 −0,28 446 17,37
2025-08-19 13F/A Pitcairn Co 20 764 −5,56 8 816 11,03
2025-07-28 13F Harbour Investments, Inc. 8 044 −1,32 3 415 16,04
2025-07-25 13F Lodestar Private Asset Management Llc 1 891 −6,20 803 10,32
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-07-15 13F SJS Investment Consulting Inc. 425 −2,97 180 13,92
2025-08-07 13F Wilkins Investment Counsel Inc 600 −33,99 255 −22,56
2025-07-16 13F Dakota Wealth Management 36 469 −0,40 15 484 17,11
2025-08-07 13F Kestra Private Wealth Services, Llc 100 535 −3,06 42 685 13,98
2025-08-14 13F Evergreen Wealth Solutions, LLC 0 −100,00 0
2025-08-11 13F Aptus Capital Advisors, LLC 53 998 −2,58 22 927 14,55
2025-08-08 13F/A Prospect Financial Services LLC 754 −6,80 320 9,59
2025-07-24 13F Coordinated Financial Services, Inc. 1 194 −9,20 507 −4,17
2025-05-02 13F Dynasty Wealth Management, Llc 0 −100,00 0
2025-08-11 13F Wealthspire Advisors, LLC 218 300 −0,88 92 686 16,55
2025-05-07 13F Sather Financial Group Inc 0 −100,00 0
2025-07-17 13F Argus Investors' Counsel, Inc. 2 806 −1,89 1 191 15,41
2025-07-07 13F Global Wealth Strategies & Associates 476 −4,03 202 12,85
2025-07-25 13F Ccg Wealth Management, Llc 5 252 −7,01 2 230 9,32
2025-08-14 13F CoreCap Advisors, LLC 2 118 −19,56 899 −5,37
2025-07-21 13F Portfolio Strategies, Inc. 98 426 −0,59 41 776 16,85
2025-08-05 13F Tsfg, Llc 77 754 −13,19 33 3,13
2025-07-21 13F Custos Family Office, LLC 6 808 −6,11 2 891 10,39
2025-08-05 13F Mma Asset Management Llc 4 695 −2,82 1 993 14,28
2025-07-08 13F Ballew Advisors, Inc 3 043 −1,10 1 303 21,10
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-07-15 13F Retirement Income Solutions, Inc 44 279 −4,09 18 800 12,77
2025-07-31 13F GLOBALT Investments LLC / GA 937 942 −3,05 398 232 14,00
2025-08-14 13F Tandem Financial, LLC 10 251 −45,96 4 353 −36,47
2025-08-15 13F Howland Capital Management Llc 8 882 −0,97 3 771 16,46
2025-07-15 13F Axis Wealth Partners, LLC 2 321 −3,93 986 12,96
2025-07-11 13F Baugh & Associates, LLC 510 −26,09 217 −13,25
2025-07-31 13F Optimum Investment Advisors 1 021 −5,11 433 11,60
2025-08-06 13F Able Wealth Management LLC 6 722 −34,52 2 854 −23,02
2025-08-08 13F Hartland & Co., LLC 558 416 −1,78 237 092 15,49
2025-07-08 13F Little House Capital Llc 1 822 −5,60 774 11,06
2025-07-15 13F Verum Partners LLC 11 152 −1,30 4 735 16,06
2025-07-25 13F Verdence Capital Advisors LLC 11 760 −2,06 4 993 15,18
2025-07-21 13F Zwj Investment Counsel Inc 913 −12,04 388 3,48
2025-08-14 13F Tudor Investment Corp Et Al 2 518 −82,83 1 069 −79,81
2025-07-16 13F Northern Oak Wealth Management Inc 4 518 −2,19 1 918 15,06
2025-08-12 13F MAI Capital Management 398 651 −5,20 169 259 11,47
2025-07-25 13F LRI Investments, LLC 1 522 −40,80 646 −30,39
2025-08-18 13F/A Kestra Investment Management, LLC 1 424 −2,40 605 14,83
2025-08-12 13F Westfield Capital Management Co Lp 0 −100,00 0
2025-07-31 13F City State Bank 1 066 −1,84 453 15,31
2025-07-22 13F Global Assets Advisory, LLC 625 −67,29 263 −60,48
2025-07-21 13F Ameritas Advisory Services, LLC 94 750 −22,58 40 229 −12,28
2025-08-06 13F Nicholas Hoffman & Company, LLC. 2 196 −0,09 933 17,53
2025-07-21 13F Ameriflex Group, Inc. 30 −43,40 13 −36,84
2025-08-05 13F Freestone Capital Holdings, LLC 50 338 −0,93 21 373 16,49
2025-04-21 13F Bigelow Investment Advisors, LLC 0 −100,00 0
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-07-22 13F Relyea Zuckerberg Hanson LLC 120 556 −0,34 51 186 17,18
2025-05-13 13F Elevation Capital Advisory, LLC 0 −100,00 0
2025-07-25 13F Integrated Capital Management, Inc. 6 221 −2,12 2 641 15,08
2025-07-14 13F E&G Advisors, LP 104 518 −0,54 44 327 16,90
2025-08-05 13F Magnolia Capital Advisors Llc 1 874 −0,85 796 16,57
2025-08-08 13F Oak Harvest Investment Services 629 −8,44 267 7,66
2025-07-25 13F Wealth Architects, LLC 2 291 −1,63 973 15,71
2025-08-13 13F Fisher Asset Management, LLC 6 401 −27,60 2 718 −14,85
2025-08-14 13F Fwl Investment Management, Llc 3 350 −5,63 1 422 11,01
2025-08-08 13F Sustainable Growth Advisers, LP 17 256 −7,04 7 327 9,31
2025-08-12 13F MWA Asset Management 4 175 −5,26 1 773 11,38
2025-07-29 13F Stratos Wealth Advisors, LLC 6 421 −2,82 2 726 14,30
2025-07-10 13F Secure Asset Management, LLC 4 933 −10,21 2 094 5,60
2025-08-05 13F Texas Bank & Trust Co 7 261 −0,27 3 083 17,23
2025-08-06 13F Quadrant Private Wealth Management, LLC 5 428 −8,43 2 305 7,66
2025-07-14 13F AdvisorNet Financial, Inc 9 850 −33,96 4 182 −22,34
2025-07-11 13F Colorado Capital Management, Inc. 14 919 −4,03 6 20,00
2025-07-29 NP JHBCDX - Blue Chip Growth Fund Class NAV 150 000 −40,00 59 914 −39,27
2025-08-05 13F Crestwood Advisors Group LLC 11 721 −2,39 4 977 14,76
2025-05-08 13F Federated Hermes, Inc. 0 −100,00 0
2025-08-01 13F Belvedere Trading LLC Call 1 100 −57,69 467 −50,21
2025-05-08 13F Aegis Wealth Management LLC 0 −100,00 0
2025-08-01 13F Belvedere Trading LLC Put 100 −75,00 42 −70,83
2025-07-09 13F PFW Advisors LLC 66 710 −3,47 28 324 13,50
2025-07-25 13F PrairieView Partners, LLC 3 583 −2,29 2 0,00
2025-07-17 13F Genesis Private Wealth, Llc 31 546 −0,66 13 394 16,81
2025-08-13 13F F/M Investments LLC 939 −1,98 399 15,36
2025-07-14 13F Parkshore Wealth Management, Inc. 2 739 −3,01 1 163 14,13
2025-07-15 13F Smith & Howard Wealth Management, LLC 17 497 −4,85 7 429 11,88
2025-08-08 13F Mjp Associates Inc /adv 33 245 −22,69 14 115 −9,10
2025-08-13 13F Portfolio Design Labs, LLC 0 −100,00 0
2025-08-11 13F Avantax Planning Partners, Inc. 81 050 −10,21 34 412 5,57
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 11 201 −1,56 4 756 15,75
2025-08-13 13F Polen Capital Management Llc 225 609 −41,48 95 789 −31,19
2025-07-09 13F Procyon Private Wealth Partners, LLC 33 934 −6,67 14 401 9,69
2025-08-04 13F Heritage Investors Management Corp 2 016 −0,98 1
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 2 200 −63,93 934 −57,58
2025-08-13 13F Riverview Capital Advisers, LLC 3 196 −5,61 1 357 10,97
2025-05-02 13F Cable Hill Partners, LLC 1 679 −7,65 616 −15,75
2025-07-16 13F Kendall Capital Management 1 365 −37,67 580 −26,71
2025-08-13 13F Baker Avenue Asset Management, LP 194 267 −0,12 82 482 17,44
2025-07-30 13F Benin Management CORP 477 −19,97 203 −6,05
2025-04-30 13F Sofos Investments, Inc. 371 −17,74 134 −18,90
2025-07-23 13F First Merchants Corp 1 624 −31,48 690 −19,42
2025-08-05 13F Allodium Investment Consultants, LLC 3 858 −1,53 1 638 15,84
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 −100,00 0
2025-08-14 13F BancorpSouth Bank 12 349 −0,29 5 243 17,24
2025-08-13 13F Mayfair Advisory Group, LLC 920 −2,85 410 20,23
2025-08-14 13F Connecticut Wealth Management, LLC 28 604 −0,11 12 145 17,45
2025-07-23 13F Trifecta Capital Advisors, LLC 432 −10,37 183 5,17
2025-07-28 13F Revolve Wealth Partners, LLC 6 696 −13,51 2 843 1,68
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 3 136 −0,44 1 331 17,06
2025-08-19 13F Anchor Investment Management, LLC 1 965 −0,61 834 16,97
2025-07-22 13F Belpointe Asset Management LLC 8 317 −2,41 3 531 14,75
2025-08-14 13F Mission Creek Capital Partners, Inc. 1 263 −2,17 536 15,02
2025-08-14 13F Colony Group, LLC 756 869 −4,34 321 352 12,48
2025-07-10 13F Burns J W & Co Inc/ny 4 237 −1,99 1 799 15,26
2025-07-24 13F Greenwood Gearhart Inc 3 575 −2,56 1 518 14,58
2025-08-13 13F Brown Advisory Inc 221 168 −35,19 93 906 −23,79
2025-08-11 13F Great Lakes Advisors, Llc 11 118 −11,85 4 720 3,65
2025-08-07 13F 1st Source Bank 563 612 −2,01 239 298 15,22
2025-08-14 13F Jane Street Group, Llc 529 −98,76 225 −98,54
2025-07-23 13F Wise Wealth Partners 1 269 −6,62 539 9,80
2025-08-14 13F Qube Research & Technologies Ltd 2 347 −82,78 996 −79,76
2025-07-30 13F Sonata Capital Group Inc 42 700 −0,68 18 20,00
2025-07-23 13F Pure Portfolios Holdings Llc 648 −10,00 275 5,38
2025-08-14 13F Balyasny Asset Management Llc 0 −100,00 0 −100,00
2025-07-22 13F Penobscot Investment Management Company, Inc. 1 303 −0,99 553 16,42
2025-07-31 13F FSM Wealth Advisors, LLC 1 359 −2,16 578 15,37
2025-08-06 13F SOUTH STATE Corp 8 714 −8,99 3 700 7,00
2025-08-12 13F BlackRock, Inc. 1 056 047 −13,36 448 376 1,87
2025-07-16 13F ORG Wealth Partners, LLC 452 −2,16 190 12,50
2025-08-05 13F Mission Wealth Management, Lp 130 761 −2,05 55 518 15,17
2025-08-12 13F Atalanta Sosnoff Capital, Llc 5 761 −10,83 2 446 4,84
2025-07-15 13F Retireful, LLC 972 −11,48 413 4,30
2025-07-30 13F Capital Wealth Alliance, LLC 2 157 −2,97 916 14,09
2025-08-18 13F N.E.W. Advisory Services LLC 5 −97,35 2 −97,06
2025-07-15 13F Ballentine Partners, LLC 56 811 −0,25 24 121 17,29
2025-07-29 13F Wealthstream Advisors, Inc. 8 132 −1,63 3 452 15,64
2025-08-13 13F American Money Management, LLC 1 481 −2,69 629 14,39
2025-08-08 13F Financial Gravity Companies, Inc. 273 −26,42 116 −22,30
2025-04-16 13F Everpar Advisors Llc 0 −100,00 0
2025-08-05 13F BEAM Asset Management, LLC 12 370 −19,98 5 252 −5,90
2025-07-11 13F Thomasville National Bank 4 664 −4,93 1 980 11,80
2025-07-11 13F Ullmann Financial Group, Inc. 76 674 −0,27 32 554 17,27
2025-07-31 13F Burke & Herbert Bank & Trust Co 7 426 −0,93 3 153 16,48
2025-08-13 13F MONECO Advisors, LLC 6 622 −3,58 2 812 13,39
2025-07-17 13F Willow Creek Wealth Management Inc. 4 392 −0,32 1 865 17,23
2025-08-15 13F Northeast Financial Consultants Inc 10 255 −0,01 4 354 17,58
2025-07-25 13F Allspring Global Investments Holdings, LLC 112 389 −41,51 47 216 −32,47
2025-08-14 13F Glen Eagle Advisors, LLC 1 572 −0,76 667 16,81
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 890 −52,05 378 −43,73
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 11 795 −0,25 5 006 17,26
2025-06-26 NP TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 215 697 −13,85 79 116 −22,80
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 0 −100,00 0
2025-07-09 13F Epiq Partners, Llc 28 272 −6,20 12 004 10,29
2025-07-22 13F Berkshire Money Management, Inc. 97 528 −19,99 41 408 −5,92
2025-08-15 13F SkyView Investment Advisors, LLC 4 353 −5,02 2 0,00
2025-08-01 13F Gwn Securities Inc. 1 277 −77,36 543 −74,20
2025-08-14 13F Oxford Financial Group Ltd 8 455 −0,76 3 590 16,68
2025-08-08 13F Accredited Investors Inc. 92 951 −2,55 39 465 14,59
2025-07-11 13F Harbour Capital Advisors, LLC 17 102 −5,52 7 243 15,50
2025-07-15 13F Fifth Third Bancorp 396 411 −3,22 168 308 13,80
2025-08-06 13F Middleton & Co Inc/ma 7 281 −0,61 3 091 16,86
2025-07-29 13F Lyell Wealth Management, Lp 3 320 −2,78 1 410 14,27
2025-07-28 13F Private Wealth Asset Management, LLC 3 739 −3,11 1 588 13,93
2025-04-21 13F O'Dell Group, LLC 0 −100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 1 424 −26,79 604 −13,96
2025-07-17 13F Alliance Wealth Advisors, LLC 1 397 −0,71 593 16,73
2025-08-14 13F City National Bank Of Florida /msd 12 163 −1,45 5 164 15,89
2025-04-23 13F Community Financial Services Group, LLC 0 −100,00 0
2025-07-09 13F Beacon Financial Group 4 445 −0,49 1 887 17,06
2025-08-08 13F SG Americas Securities, LLC 26 083 −26,01 11 −8,33
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-07-29 13F Sincerus Advisory, LLC 2 323 −3,25 1 022 17,90
2025-08-01 13F American Financial & Tax Strategies Inc 3 499 −5,51 1 486 11,07
2025-07-25 13F Parker Financial LLC 2 045 −6,41 868 10,15
2025-07-09 13F Radnor Capital Management, LLC 6 816 −2,15 3 0,00
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-11 13F Lcnb Corp 1 055 −1,49 448 15,80
2025-05-07 13F Indie Asset Partners, LLC 0 −100,00 0
2025-07-23 13F Bear Mountain Capital, Inc. 127 −68,25 55 −62,33
2025-08-07 13F Parkside Financial Bank & Trust 82 574 −1,79 35 059 15,48
2025-08-06 13F Hallmark Capital Management Inc 1 779 −10,11 755 5,74
2025-08-13 13F Azimuth Capital Investment Management LLC 7 842 −27,75 3 330 −15,05
2025-04-14 13F BCS Wealth Management 0 −100,00 0
2025-07-17 13F Moss Adams Wealth Advisors LLC 6 294 −14,81 2 672 0,19
2025-07-11 13F Seacrest Wealth Management, Llc 7 966 −0,78 3 382 16,66
2025-08-05 13F Sigma Planning Corp 15 467 −4,97 6 567 11,74
2025-07-14 13F Painted Porch Advisors LLC 0 −100,00 0
2025-08-11 13F Alteri Wealth LLC 3 313 −14,50 1 407 0,50
2025-07-28 13F Perfromance Wealth Partners, LLC 4 901 −0,20 2 081 17,32
2025-07-08 13F Goldstone Financial Group, LLC 1 713 −0,41 734 18,04
2025-08-14 13F DecisionPoint Financial, LLC 1 134 −13,30 476 0,85
2025-08-19 13F Newbridge Financial Services Group, Inc. 7 182 −5,14 3 049 11,56
2025-07-29 13F Sigma Investment Counselors Inc 10 928 −2,95 4 640 14,12
2025-08-08 13F Fiera Capital Corp 875 −46,25 372 −36,80
2025-07-22 13F Peoples Bank /oh 1 245 −0,08 529 17,59
2025-08-14 13F Mml Investors Services, Llc 499 599 −9,49 212 6,53
2025-07-16 13F Five Oceans Advisors 506 −22,75 215 −9,32
2025-07-09 13F Fermata Advisors, LLC 7 288 −85,77 3 094 −83,27
2025-07-28 13F Patten & Patten Inc/tn 1 895 −0,84 805 16,52
2025-08-06 13F Simmons Bank 80 080 −3,72 34 000 13,21
2025-07-07 13F Trust Co 674 −0,15 286 17,70
2025-08-13 13F Northern Trust Corp 5 049 456 −1,18 2 143 898 16,19
2025-08-13 13F RFP Financial Group LLC 3 509 −15,14 1 490 −0,27
2025-04-23 13F B.O.S.S. Retirement Advisors, LLC 0 −100,00 0 −100,00
2025-07-22 13F Beacon Financial Advisory LLC 4 415 −13,63 1 875 1,57
2025-04-29 13F REDW Wealth LLC 0 −100,00 0
2025-04-17 13F Montecito Bank & Trust 75 918 −1,46 27 413 −11,40
2025-07-22 13F Legacy Trust 4 711 −61,52 2 000 −54,75
2025-08-05 13F BCGM Wealth Management, LLC 28 705 −2,54 12 188 14,59
2025-04-11 13F Ehrlich Financial Group 0 −100,00 0 −100,00
2025-04-17 13F AA Financial Advisors, LLC 0 −100,00 0
2025-07-29 13F Flavin Financial Services, Inc. 0 −100,00 0
2025-07-31 13F/A Sendero Wealth Management, LLC 9 325 −2,50 3 959 14,65
2025-08-18 13F Front Row Advisors LLC 455 −2,15 193 15,57
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 0 −100,00 0
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-14 13F Full Sail Capital, LLC 2 232 −0,93 948 16,48
2025-08-14 13F First Foundation Advisors 61 333 −11,81 26 041 3,70
2025-08-28 NP RULE - Adaptive Core ETF 972 −11,48 413 4,04
2025-08-13 13F Scotia Capital Inc. 0 −100,00 0
2025-08-12 13F Ascent Wealth Partners, LLC 161 954 −3,13 68 762 13,91
2025-07-24 13F Dsm Capital Partners Llc 675 −18,97 287 −4,67
2025-07-30 13F Nottingham Advisors, Inc. 31 068 −3,69 13 191 13,24
2025-04-02 13F Marcum Wealth, LLC 11 702 −2,77 4 226 −12,56
2025-08-06 13F Rialto Wealth Management, LLC 955 −22,98 405 −9,40
2025-08-04 13F Carret Asset Management, Llc 3 601 −6,03 1 529 10,48
2025-07-31 13F Buckingham Strategic Partners 22 540 −19,84 9 570 −5,74
2025-07-18 13F First United Bank Trust/ 7 657 −0,91 3 251 16,52
2025-07-14 13F Gries Financial Llc 5 845 −0,85 2 482 16,59
2025-08-12 13F Farmers National Bank 3 070 −2,29 1 303 14,90
2025-08-08 13F Kingsview Wealth Management, LLC 19 991 −2,03 8 488 15,19
2025-07-30 13F Forum Financial Management, LP 14 088 −8,19 5 981 7,96
2025-05-05 13F PCA Investment Advisory Services Inc. 0 −100,00 0
2025-07-11 13F Wealth Management Partners, LLC 1 414 −0,77 601 16,93
2025-07-28 13F Davidson Trust Co 3 431 −2,14 1 457 15,09
2025-08-14 13F GWM Advisors LLC 189 594 −3,11 80 497 13,92
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 1 371 −1,08 582 16,40
2025-07-09 13F Market Street Wealth Management Advisors Llc 19 114 −3,30 8 115 13,70
2025-08-04 13F UNIVEST FINANCIAL Corp 803 −58,78 341 −51,64
2025-08-12 13F Prudential Financial Inc 669 827 −7,62 284 395 8,62
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 6 866 −2,36 2 915 14,81
2025-08-12 13F Private Management Group Inc 888 −0,22 377 17,45
2025-07-30 13F First Citizens Bank & Trust Co 62 127 −1,53 26 378 15,78
2025-08-08 13F Meridian Wealth Management, LLC 8 042 −0,92 3 415 16,48
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 37 458 −7,44 15 904 8,83
2025-08-13 13F Gateway Wealth Partners, LLC 2 066 −6,30 877 10,18
2025-06-23 NP PPUMX - LargeCap Growth Fund I R-3 85 900 −23,78 31 507 −31,70
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-04-30 13F Linden Thomas Advisory Services, LLC 0 −100,00 0 −100,00
2025-07-24 13F Ashford Advisors, LLC 0 −100,00 0
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-07-16 13F Builder Investment Group Inc /adv 1 675 −4,56 711 12,32
2025-04-23 13F Lazari Capital Management, Inc. 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 11 858 −84,28 5 037 −81,51
2025-04-14 13F Greenspring Advisors, LLC 5 651 −0,84 2 041 −10,84
2025-05-15 13F Nia Impact Advisors, Llc 0 −100,00 0
2025-08-14 13F Ieq Capital, Llc 427 907 −0,25 181 681 17,29
2025-07-07 13F OMNI 360 Wealth, Inc. 17 356 −0,05 7 369 17,51
2025-08-07 13F Nwam Llc 30 868 −50,44 13 589 −39,58
2025-07-24 13F Eastern Bank 1 344 −11,58 571 4,01
2025-05-15 13F Lavaca Capital Llc 0 −100,00 0
2025-08-13 13F Quadrant Capital Group Llc 2 888 −16,41 1 226 −1,68
2025-08-05 13F Ring Mountain Capital, LLC 1 960 −2,83 851 16,90
2025-07-03 13F Collective Family Office Llc 1 018 −42,81 432 −32,71
2025-08-07 13F FDx Advisors, Inc. 34 483 −3,55 15 16,67
2025-07-11 13F Rockwood Wealth Management, LLC 3 622 −10,77 1 538 4,91
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-08 13F Range Financial Group LLC 809 −0,12 343 17,47
2025-06-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 510 −28,67 187 −35,96
2025-08-06 13F Soltis Investment Advisors LLC 7 033 −9,20 2 986 6,76
2025-07-11 13F Orrstown Financial Services Inc 2 753 −0,83 1 169 16,57
2025-08-14 13F Capital Planning Advisors, LLC 64 815 −5,24 27 519 11,42
2025-08-04 13F Keybank National Association/oh 217 498 −5,92 92 345 10,62
2025-08-14 13F Seven Mile Advisory 5 887 −1,54 2 500 15,80
2025-08-14 13F Bank Of America Corp /de/ 29 219 044 −4,03 12 405 822 12,84
2025-07-10 13F Kmg Fiduciary Partners, Llc 9 695 −0,25 4 116 17,30
2025-07-09 13F Dynamic Advisor Solutions LLC 12 712 −8,22 5 397 7,94
2025-08-14 13F Talon Private Wealth, LLC 600 −33,33 255 −27,22
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-07 13F Allworth Financial LP 125 825 −0,76 53 423 17,25
2025-08-08 13F Petix & Botte Co 4 838 −0,29 2 054 17,25
2025-04-10 13F Columbia Asset Management 0 −100,00 0
2025-05-08 13F North Star Asset Management Inc 0 −100,00 0
2025-08-13 13F Granite Investment Partners, LLC 282 −9,62 120 6,25
2025-08-11 13F Advisor Resource Council 2 109 −42,35 895 59,82
2025-07-28 13F BRYN MAWR TRUST Co 56 078 −4,78 23 810 11,97
2025-08-14 13F Destination Wealth Management 2 916 −8,42 1 238 7,75
2025-08-06 13F Wedbush Securities Inc 9 127 −5,57 4 0,00
2025-05-06 13F Readystate Asset Management Lp 0 −100,00 0 −100,00
2025-08-04 13F Hantz Financial Services, Inc. 121 562 −7,03 52 8,51
2025-05-15 13F/A Orion Portfolio Solutions, LLC 275 977 −5,29 99 653 −14,84
2025-07-25 13F Cypress Capital Group 7 353 −8,20 3 122 7,92
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-14 13F Sunbelt Securities, Inc. 2 274 −15,24 913 −5,68
2025-07-23 13F Capital Management Associates, Inc 944 −50,00 401 −41,26
2025-07-16 13F Highline Wealth Partners Llc 3 989 −35,01 1 694 −23,60
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 805 −1,23 354 27,34
2025-07-29 13F Oxbow Advisors, LLC 549 −3,51 233 13,17
2025-08-12 13F Trexquant Investment LP 1 075 −37,90 456 −27,04
2025-08-12 13F Tocqueville Asset Management L.p. 5 891 −1,37 2 501 16,00
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 464 495 −7,63 197 215 8,62
2025-07-22 13F Olistico Wealth, LLC 495 −4,07 210 12,90
2025-08-13 13F Edgestream Partners, L.P. 2 249 −10,18 955 5,53
2025-07-23 13F HTG Investment Advisors, Inc. 4 086 −5,92 1 735 10,59
2025-08-07 13F Palisade Asset Management, LLC 5 885 −1,92 2 498 15,33
2025-08-01 13F Red Lighthouse Investment Management, Llc 250 −35,40 106 −18,46
2025-08-14 13F BTG Pactual Asset Management US LLC 170 849 −4,00 72 539 12,87
2025-08-12 13F Integrated Advisors Network LLC 10 868 −7,00 4 615 9,36
2025-08-14 13F Fmr Llc 8 792 094 −7,08 3 732 947 9,26
2025-07-25 13F Lion Street Advisors, LLC 593 −0,34 252 17,29
2025-07-15 13F IMS Capital Management 28 611 −1,38 12 147 15,96
2025-07-28 13F Arlington Financial Advisors, LLC 1 190 −58,00 505 −50,59
2025-08-01 13F Zhang Financial LLC 2 835 −7,17 1 204 9,17
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-07-07 13F St. Clair Advisors, LLC 2 536 −7,48 1 077 8,80
2025-08-12 13F Rhumbline Advisers 27 128 −47,99 11 518 −38,85
2025-08-13 13F Wealthedge Investment Advisors, Llc 3 503 −23,47 1 488 −9,99
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 9 355 −1,32 3 972 16,01
2025-08-11 13F Mosaic Family Wealth Partners, Llc 9 713 −0,87 4 124 16,57
2025-07-23 13F Wealth Management Nebraska 566 −3,08 239 13,33
2025-08-19 13F Cape Investment Advisory, Inc. 69 −27,37 29 −14,71
2025-07-15 13F Mather Group, Llc. 49 090 −2,19 20 843 15,01
2025-08-15 13F Manhattan West Asset Management, LLC 3 121 −3,28 1 325 13,73
2025-08-07 13F Lakeridge Wealth Management LLC 0 −100,00 0
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0
2025-04-28 13F Cidel Asset Management Inc 0 −100,00 0
2025-08-13 13F American Investment Services, Inc. 3 673 −0,68 1 559 16,78
2025-08-14 13F Susquehanna International Group, Llp Call 149 900 −18,80 63 645 −4,52
2025-07-31 13F Brighton Jones Llc 83 580 −1,27 35 487 16,09
2025-07-24 13F Robertson Stephens Wealth Management, LLC 80 887 −15,54 34 343 −0,69
2025-08-14 13F Matrix Private Capital Group Llc 4 820 −3,83 2 046 13,10
2025-06-03 13F/A First National Bank Of Omaha 0 −100,00 0
2025-08-14 13F Ruggaard & Associates LLC 19 943 −3,40 8 468 13,59
2025-07-10 13F Oldfather Financial Services, LLC 25 547 −0,71 10 847 16,75
2025-07-24 13F Blue Zone Wealth Advisors, LLC 0 −100,00 0
2025-08-11 13F FSA Wealth Management LLC 149 047 −0,45 63 282 17,06
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3 073 −2,26 1 305 15,09
2025-05-29 NP MBCGX - MassMutual Select Blue Chip Growth Fund Class A 14 451 −1,05 5 218 −11,02
2025-08-01 13F Integral Investment Advisors, Inc. 0 −100,00 0
2025-08-04 13F Field & Main Bank 250 −1,96 106 15,22
2025-08-12 13F Legal & General Group Plc 18 994 −6,30 8 050 10,06
2025-08-12 13F/A Brightwater Advisory LLC 8 288 −0,74 3 519 16,68
2025-07-09 13F O'Brien Wealth Partners LLC 40 574 −2,37 17 227 14,79
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 14 339 −1,48 6 088 15,85
2025-05-16 13F Coordinated Financial Services, Inc./CO 1 090 −16,48 394 −17,26
2025-07-09 13F Towerpoint Wealth, LLC 9 013 −1,18 3 827 16,19
2025-08-04 13F Adell Harriman & Carpenter Inc 936 −2,60 397 14,41
2025-07-31 13F Resonant Capital Advisors, LLC 2 553 −0,20 1 084 17,33
2025-08-14 13F Vivaldi Capital Management, LLC 2 045 −4,75 868 12,00
2025-07-22 13F PUREfi Wealth, LLC 2 027 −7,06 861 9,28
2025-08-08 13F Red Cedar Investment Management, Llc 0 −100,00 0
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 938 −4,72 1
2025-08-11 13F Compass Capital Corp /ma/ /adv 0 −100,00 0
2025-05-22 13F Mattson Financial Services, LLC 0 −100,00 0
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 12 379 −2,39 5 256 14,76
2025-08-12 13F Financial Advocates Investment Management 2 475 −28,67 1 051 −16,20
2025-08-27 NP Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 44 505 −18,89 18 896 −4,63
2025-07-31 13F Oak Harbor Wealth Partners, Llc 3 018 −19,95 1 281 −5,88
2025-08-12 13F Putnam Fl Investment Management Co 27 070 −4,00 11 493 12,89
2025-07-10 13F NorthCrest Asset Manangement, LLC 2 867 −1,65 1 228 16,63
2025-08-11 13F Insight 2811, Inc. 7 094 −2,22 3 012 14,97
2025-07-22 13F/A Kingstone Capital Partners Texas, LLC 1 723 −30,27 731 −18,05
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 3 688 −3,73 1 566 13,16
2025-06-25 NP EAAFX - Wells Fargo Asset Allocation Fund Class A 76 224 −22,61 27 958 −30,65
2025-08-04 13F Northwest Financial Advisors 1 838 −10,82 780 4,84
2025-04-08 13F Retirement Wealth Solutions LLC 0 −100,00 0
2025-07-18 13F Northstar Group, Inc. 19 054 −2,91 8 090 14,15
2025-07-23 13F Stonegate Investment Group, LLC 11 554 −1,19 4 906 16,18
2025-08-08 13F ERTS Wealth Advisors, LLC 0 −100,00 0
2025-07-30 13F Demars Financial Group, LLC 2 094 −99,72 889 44 350,00
2025-08-13 13F RPg Family Wealth Advisory, LLC 0 −100,00 0
2025-05-05 13F ODonnell Financial Services, LLC 0 −100,00 0
2025-08-22 NP ELGAX - Columbia Select Large Cap Growth Fund Class A 0 −100,00 0 −100,00
2025-07-24 13F Financial Connections Group, Inc. 4 617 −7,18 2 0,00
2025-07-08 13F Next Level Private LLC 17 372 −0,03 7 376 17,55
2025-08-05 13F Plante Moran Financial Advisors, LLC 5 477 −10,78 2 325 4,92
2025-08-13 13F Amundi 0 −100,00 0
2025-08-13 13F Allium Financial Advisors, Llc 1 504 −17,18 639 −2,60
2025-08-04 13F Spire Wealth Management 51 033 −1,13 21 668 16,26
2025-08-14 13F Bnp Paribas Arbitrage, Sa 36 197 −38,45 15 369 −27,63
2025-05-14 13F Allstate Corp 0 −100,00 0
2025-08-13 13F Nicolet Bankshares Inc 15 719 −0,30 6 674 17,21
2025-05-06 13F Old Port Advisors 0 −100,00 0
2025-08-26 NP GEIZX - Growth Equity Index Fund Investor 7 941 −25,41 3 372 −12,30
2025-08-08 13F Burling Wealth Partners, Llc 2 100 −2,96 892 14,08
2025-07-30 13F Whittier Trust Co Of Nevada Inc 9 777 −1,97 4 151 15,27
2025-08-14 13F Horizon Investments, LLC 4 −98,80 2 −99,17
2025-08-08 13F Capital Investment Counsel, Inc 350 −12,50 149 2,78
2025-07-31 13F Jordan Park Group LLC 8 851 −0,56 3 758 16,89
2025-07-07 13F Nova Wealth Management, Inc. 568 −5,33 241 11,57
2025-07-14 13F Chapin Davis, Inc. 3 272 −1,24 1 389 16,14
2025-07-18 13F Naples Global Advisors, Llc 1 207 −2,35 512 14,80
2025-08-12 13F Peachtree Investment Partners, LLC 1 408 −1,33 598 15,92
2025-08-14 13F ICONIQ Capital, LLC 17 836 −8,33 7 573 7,79
2025-08-08 13F Thoroughbred Financial Services, Llc 1 674 −56,42 1 −100,00
2025-08-06 13F Ethos Financial Group, LLC 23 295 −55,35 9 891 −50,24
2025-07-28 13F Mutual Advisors, LLC 19 192 −0,03 8 442 20,55
2025-08-08 13F ProVise Management Group, LLC 7 776 −1,43 3 302 15,91
2025-08-01 13F First Command Advisory Services, Inc. 1 029 −4,72 437 12,08
2025-08-05 13F Carson Advisory Inc. 849 −6,19 360 10,43
2025-07-31 13F McCarthy Asset Management, Inc. 10 838 −1,36 4 601 15,98
2025-08-05 13F Next Capital Management LLC 18 167 −1,01 7 714 16,41
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 3 004 −0,30 1 276 17,19
2025-08-12 13F SRS Capital Advisors, Inc. 2 920 −24,88 2 135 52,17
2025-08-18 13F Wolverine Trading, Llc 0 −100,00 0 −100,00
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-06 13F SNS Financial Group, LLC 3 255 −0,94 1 382 16,53
2025-07-07 13F Peak Financial Advisors Llc 804 −9,56 341 6,23
2025-07-29 13F Kelman-Lazarov, Inc. 2 436 −3,79 1 034 13,13
2025-08-27 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity Short −33 −51,47 −14 −41,67
2025-07-15 13F GSB Wealth Management, LLC 824 −0,96 350 16,33
2025-08-13 13F MetLife Investment Management, LLC 72 300 −4,11 30 697 12,75
2025-08-14 13F Investmark Advisory Group LLC 5 931 −1,46 2 518 15,88
2025-07-22 13F Stanich Group LLC 2 992 −0,83 1 283 17,81
2025-08-13 13F Proactive Wealth Strategies LLC 3 197 −3,68 1 0,00
2025-07-10 13F Pachira Investments Inc. 8 321 −8,60 3 533 7,62
2025-03-31 NP SMIFX - Sound Mind Investing Fund 20 600 −5,89 8 432 3,01
2025-08-27 13F/A Squarepoint Ops LLC Call 0 −100,00 0 −100,00
2025-07-10 13F Fulton Bank, N.a. 78 106 −5,09 33 162 11,59
2025-08-13 13F Blue Fin Capital, Inc. 968 −0,10 411 5,40
2025-07-21 13F Abundance Wealth Counselors 0 −100,00 0
2025-07-24 13F Bernard Wealth Management Corp. 374 −21,10 159 −7,60
2025-08-14 13F Pecaut & Co. 576 −1,87 244 15,09
2025-08-13 13F Icapital Wealth Llc 3 424 −6,65 1 454 9,74
2025-07-17 13F Flywheel Private Wealth LLC 6 195 −7,02 2 630 9,36
2025-08-14 13F IHT Wealth Management, LLC 32 031 −5,92 13 600 10,61
2025-04-24 13F Westend Capital Management LLC 0 −100,00 0
2025-08-04 13F Atria Investments Llc 28 738 −31,49 12 202 −19,45
2025-07-28 13F Frazier Financial Advisors, LLC 0 −100,00 0
2025-08-14 13F RMB Capital Management, LLC 34 856 −42,78 14 799 −32,72
2025-08-11 13F Mill Creek Capital Advisors, LLC 22 411 −0,06 9 515 17,51
2025-08-06 13F Stonebridge Financial Planning Group, LLC 9 194 −3,06 3 904 13,99
2025-07-17 13F Smith, Salley & Associates 2 788 −4,91 1 184 11,81
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 5 373 −18,93 2 281 −4,68
2025-08-07 13F Topel & Distasi Wealth Management, LLC 12 444 −43,20 5 283 −33,22
2025-07-21 13F Qrg Capital Management, Inc. 7 245 −27,19 3 076 −14,39
2025-07-15 13F Garrett Investment Advisors LLC 6 529 −0,78 2 772 16,72
2025-07-21 13F Ascent Group, LLC 86 928 −4,63 36 908 12,14
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 0 −100,00 0
2025-08-11 13F United Capital Financial Advisers, Llc 82 263 −1,03 34 927 16,37
2025-07-16 13F Stillwater Capital Advisors, LLC 40 835 −0,11 17 338 17,45
2025-08-11 13F FineMark National Bank & Trust 15 977 −0,87 6 784 16,55
2025-07-31 13F Alamar Capital Management, LLC 3 246 −1,52 1 378 15,80
2025-07-24 13F Leo Wealth, LLC 8 128 −0,38 3 451 17,11
2025-08-14 13F Mercer Global Advisors Inc /adv 375 463 −3,84 159 414 13,08
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 70 247 −14,55 29 825 4,86
2025-08-04 13F Pinnacle Associates Ltd 16 207 −6,12 6 881 10,40
2025-07-16 13F GenWealth Group, Inc. 9 177 −0,89 3 896 16,54
2025-07-28 13F Aries Wealth Management 1 205 −29,08 512 −16,64
2025-08-28 NP PRAE - PlanRock Alternative Growth ETF 1 565 −11,28 664 −6,21
2025-08-07 13F Brio Consultants, LLC 3 878 −6,51 1 646 9,95
2025-05-09 13F North Ridge Wealth Advisors, Inc. 0 −100,00 0 −100,00
2025-08-14 13F Aspen Grove Capital, LLC 2 400 −28,53 1 019 −16,01
2025-08-14 13F Chicago Wealth Management, Inc. 22 867 −0,10 9 709 17,47
2025-07-15 13F Signet Financial Management, Llc 5 343 −2,39 2 269 14,78
2025-08-14 13F Goldman Sachs Group Inc 9 580 184 −1,12 4 067 555 16,27
2025-08-08 13F Brickley Wealth Management 28 333 −1,39 12 030 15,94
2025-08-13 13F Congress Wealth Management LLC / DE / 71 209 −2,95 30 153 13,83
2025-07-15 13F Td Private Client Wealth Llc 105 489 −17,61 44 788 −3,13
2025-07-30 13F Cullen/frost Bankers, Inc. 354 183 −3,28 150 379 13,73
2025-07-30 13F Arbor Investment Advisors, LLC 25 338 −0,04 10 758 17,55
2025-07-09 13F Sapient Capital Llc 24 176 −3,88 10 265 13,01
2025-07-25 13F Total Clarity Wealth Management, Inc. 12 547 −19,08 5 327 −14,44
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 75 806 −4,19 32 186 12,66
2025-07-22 13F DAVENPORT & Co LLC 6 738 −2,33 2 861 14,81
2025-08-13 13F Saiph Capital, LLC 76 869 −11,68 32 637 3,85
2025-08-07 13F Cypress Capital, LLC 590 −97,32 251 −96,85
2025-08-06 13F First Horizon Advisors, Inc. 109 533 −1,05 46 506 16,35
2025-07-08 13F Gillespie Robinson & Grimm Inc 14 561 −1,77 6 182 15,51
2025-07-23 13F Country Club Bank /gfn 61 365 −8,04 25 878 7,56
2025-08-06 13F Centerpoint Advisory Group 9 228 −4,09 3 918 12,78
2025-07-14 13F CJM Wealth Advisers, Ltd. 17 060 −3,60 7 244 13,35
2025-08-14 13F Wells Fargo & Company/mn 4 309 234 −1,83 1 829 615 15,43
2025-07-23 13F Sachetta, LLC 571 −34,67 242 −23,17
2025-05-13 13F Montag & Caldwell, Llc 0 −100,00 0
2025-08-14 13F Advisor OS, LLC 36 719 −22,47 15 590 −8,84
2025-07-11 13F/A Umb Bank N A/mo 21 912 −26,07 9 303 −13,06
2025-05-07 13F University Of Texas/texas Am Investment Managment Co 0 −100,00 0
2025-08-07 13F Compass Financial Group, Inc. 38 915 −0,67 16 523 16,80
2025-05-08 13F Us Financial Advisors, Llc 24 709 −2,00 8 922 −11,87
2025-07-09 13F Central Valley Advisors, Llc 16 484 −30,23 6 999 −17,96
2025-08-05 13F Tiaa Trust, National Association 1 980 891 −2,47 837 612 14,21
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 46 800 −39,38 16 899 −41,69
2025-07-30 13F Paul Damon & Associates, Inc. 9 524 −0,05 4 044 17,53
2025-08-27 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P Short −20 −61,54 −8 −55,56
2025-08-13 13F Victory Financial Group, Llc 2 092 −9,04 888 6,99
2025-05-13 13F Bank of Marin 0 −100,00 0
2025-08-12 13F Waterloo Capital, L.P. 1 283 −18,49 545 −4,23
2025-07-11 13F Capital Advantage, Inc. 1 515 −36,74 643 −33,09
2025-07-24 13F Etesian Wealth Advisors, Inc. 10 603 −1,03 4 502 16,37
2025-07-28 13F Bridges Investment Management Inc 205 988 −3,67 87 458 13,27
2025-08-13 13F Shepherd Financial Partners LLC 831 −1,54 353 15,79
2025-08-19 13F National Asset Management, Inc. 11 328 −56,62 4 810 −54,14
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 614 −94,55 261 −93,60
2025-08-12 13F Clearbridge Investments, LLC 5 277 −64,31 2 241 −58,04
2025-08-04 13F Noesis Capital Mangement Corp 560 −3,95 238 12,86
2025-07-25 13F Ball & Co Wealth Management Inc. 45 828 −7,44 19 11,76
2025-08-13 13F Clarkston Capital Partners, LLC 4 351 −0,30 1 847 17,27
2025-08-11 13F One Capital Management, LLC 43 134 −67,39 18 314 −61,66
2025-07-23 13F Prime Capital Investment Advisors, LLC 37 027 −9,63 15 721 6,27
2025-04-29 13F Drake & Associates, LLC 0 −100,00 0
2025-07-17 13F LexAurum Advisors, LLC 487 −26,44 207 −13,81
2025-08-12 13F Founders Financial Alliance, LLC 9 851 −2,16 4 182 15,05
2025-07-09 13F First Bank & Trust 2 623 −4,20 1 114 12,65
2025-08-07 13F S&co Inc 1 602 −0,93 1
2025-08-12 13F Franklin Resources Inc 42 620 −0,37 18 096 17,15
2025-08-13 13F Winslow Capital Management, LLC 25 667 −65,47 10 898 −59,40
2025-08-04 13F Arkadios Wealth Advisors 38 492 −3,84 16 343 13,06
2025-08-11 13F Brown Brothers Harriman & Co 44 020 −2,00 18 690 15,24
2025-07-24 13F Us Bancorp \de\ 1 038 054 −2,04 440 737 15,19
2025-08-11 13F Root Financial Partners, LLC 816 −48,35 346 −39,30
2025-08-06 13F Vantage Financial Partners, LLC 1 403 −17,03 596 −2,46
2025-08-05 13F GHP Investment Advisors, Inc. 53 109 −0,32 22 549 17,21
2025-08-18 13F/A Westwood Holdings Group Inc 4 190 −12,58 1 779 2,77
2025-08-12 13F Zacks Investment Management 9 801 −11,32 4 162 4,29
2025-07-09 13F Pallas Capital Advisors LLC 3 516 −0,20 1 493 17,30
2025-07-10 13F Orgel Wealth Management, LLC 3 200 −0,65 1 359 16,77
2025-07-24 13F Invictus Private Wealth, Llc 1 454 −3,45 617 13,63
2025-07-08 13F Parisi Gray Wealth Management 3 372 −2,54 1 432 14,57
2025-05-14 13F Hobbs Group Advisors, LLC 0 −100,00 0
2025-07-28 13F Stegner Investment Associates Inc. 3 165 −2,62 1 344 14,49
2025-07-24 13F Galvin, Gaustad & Stein, LLC 2 787 −2,11 1 183 15,08
2025-07-21 13F Ntv Asset Management Llc 21 904 −0,82 9 300 16,62
2025-08-14 13F Williams Jones Wealth Management, LLC. 685 −0,72 291 16,47
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 2 219 −0,49 942 20,00
2025-07-16 13F Jentner Corp 1 616 −0,25 686 17,47
2025-07-17 13F Norris Perne & French Llp/mi 5 213 −9,39 2 213 6,55
2025-08-07 13F Alliance Wealth Management Group 6 638 −1,83 2 818 15,44
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-30 13F Sanders Morris Harris Llc 14 358 −12,89 6 096 2,44
2025-07-28 13F Nadler Financial Group, Inc. 123 624 −3,63 52 488 13,31
2025-08-11 13F Wealthgarden F.s. Llc 1 910 −0,83 841 21,01
2025-08-04 13F BLB&B Advisors, LLC 534 −17,47 227 −3,00
2025-07-09 13F Riversedge Advisors, Llc 838 −0,12 356 17,16
2025-04-29 13F McGlone Suttner Wealth Management, Inc. 0 −100,00 0
2025-07-29 13F Kraft, Davis & Associates, LLC 1 306 −85,13 576 −80,74
2025-08-08 13F Truepoint, Inc. 23 673 −3,30 10 051 13,69
2025-07-11 13F Busey Wealth Management 26 229 −3,89 11 136 13,01
2025-07-09 13F Byrne Asset Management LLC 59 −45,87 25 −35,90
2025-07-09 13F Keystone Wealth Services, LLC 3 209 −26,95 1 362 −14,12
2025-08-12 13F Prudential Plc 0 −100,00 0
2025-07-22 13F Woodmont Investment Counsel Llc 3 043 −5,64 1 292 11,00
2025-08-12 13F Bokf, Na 96 867 −0,51 41 128 16,98
2025-07-22 13F Global Strategic Investment Solutions, LLC 24 007 −0,11 10 193 17,45
2025-08-14 13F Aft, Forsyth & Company, Inc. 4 796 −0,35 2 036 17,21
2025-07-16 13F Marmo Financial Group, LLC 5 893 −0,56 2 502 16,97
2025-07-10 13F Redhawk Wealth Advisors, Inc. 6 330 −45,40 2 688 −35,79
2025-07-16 13F True North Advisors, LLC 12 019 −15,47 5 103 −0,60
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 70 159 −0,76 29 788 16,69
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-08-12 13F Archer Investment Corp 5 120 −0,29 2 174 17,21
2025-08-14 13F Potentia Wealth 18 124 −5,26 7 695 11,41
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 55 153 −36,64 23 417 −25,51
2025-07-31 13F West Michigan Advisors, Llc 5 169 −1,62 2 195 15,66
2025-08-14 13F Barnett & Company, Inc. 1 729 −1,03 734 16,51
2025-08-11 13F PAX Financial Group, LLC 9 972 −4,40 4 234 12,40
2025-07-28 13F Cypress Wealth Services, LLC 1 221 −7,57 519 8,60
2025-07-10 13F Anderson Hoagland & Co 2 885 −11,37 1 225 17,47
2025-07-03 13F Garde Capital, Inc. 17 924 −0,44 7 610 17,06
2025-08-18 13F Wolverine Trading, Llc Call 17 600 −10,20 7 422 5,02
2025-08-14 13F Wellington Management Group Llp 0 −100,00 0
2025-08-18 13F Wolverine Trading, Llc Put 10 600 −41,11 4 470 −31,11
2025-08-13 13F Empire Financial Management Company, LLC 1 331 −10,79 565 5,02
2025-08-07 13F Summit X, LLC 3 287 −0,09 1 395 17,42
2025-07-15 13F Peddock Capital Advisors, Llc 7 327 −2,07 3 111 15,14
2025-08-14 13F UBS Group AG 6 018 469 −4,66 2 555 322 12,10
2025-08-12 13F Fairscale Capital, LLC 415 −12,82 183 6,43
2025-09-04 13F Reynders McVeigh Capital Management, LLC 1 751 −2,99 1
2025-08-14 13F Glenview Trust Co 7 526 −0,46 3 195 17,03
2025-07-15 13F Revisor Wealth Management LLC 0 −100,00 0
2025-08-14 13F Federation des caisses Desjardins du Quebec 100 −31,03 42 −19,23
2025-08-14 13F Arete Wealth Advisors, LLC 22 284 −22,98 9 −10,00
2025-08-14 13F Financial Advisory Service, Inc. 8 549 −0,88 3 630 16,54
2025-05-05 13F Lindbrook Capital, Llc 93 450 −1,11 33 744 −11,08
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-07-23 13F Hager Investment Management Services, Llc 917 −18,63 389 −4,19
2025-07-09 13F Fiduciary Alliance LLC 4 105 −10,95 1 743 4,69
2025-07-14 13F Signature Securities Group Corporation 14 715 −3,83 6 248 13,07
2025-05-13 13F Quantum Private Wealth, LLC 0 −100,00 0
2025-07-24 13F Wealthstar Advisors, Llc 3 033 −7,59 1 288 8,61
2025-08-08 13F Smithfield Trust Co 2 594 −2,59 1
2025-07-24 13F Von Berge Wealth Management Group, LLC 1 900 −3,60 822 16,10
2025-07-15 13F Highland Financial Advisors, LLC 26 364 −0,48 11 194 17,02
2025-07-02 13F Central Pacific Bank - Trust Division 10 204 −1,82 4 332 15,46
2025-07-21 13F Sterling Investment Counsel, LLC 0 −100,00 0
2025-07-24 13F West Bancorporation Inc 31 855 −6,98 13 525 9,37
2025-08-08 13F WASHINGTON TRUST Co 4 563 −0,26 1 937 17,32
2025-08-12 13F NFP Retirement, Inc. 3 897 −2,40 1 655 14,78
2025-07-25 13F JustInvest LLC 826 −40,23 351 −29,86
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-25 13F Hemington Wealth Management 2 641 −6,61 1 0,00
2025-05-14 13F Blue Investment Partners LLC 0 −100,00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-08-13 13F Cerity Partners LLC 884 860 −4,94 375 694 11,78
2025-07-23 13F TPG Financial Advisors, LLC 18 030 −19,21 7 655 −5,00
2025-07-16 13F Spirepoint Private Client, Llc 5 589 −38,46 2 373 −27,66
2025-07-29 13F FLC Capital Advisors 24 346 −6,40 10 337 10,06
2025-08-13 13F Harfst & Associates, Inc. 2 119 −2,84 900 14,23
2025-08-13 13F Crescent Grove Advisors, LLC 42 327 −1,61 17 971 15,69
2025-07-28 13F Cornerstone Wealth Group, LLC 10 458 −3,27 4 440 13,76
2025-08-26 NP QCGRRX - Growth Account Class R1 835 839 −5,66 354 881 10,92
2025-08-07 13F Bearing Point Capital, Llc 5 217 −4,94 2 215 11,81
2025-08-07 13F Alpha Cubed Investments, LLC 1 747 −7,47 742 8,81
2025-07-28 13F Sagespring Wealth Partners, Llc 42 106 −3,50 17 878 13,47
2025-07-18 13F Childress Capital Advisors, Llc 822 −12,18 349 3,56
2025-08-08 13F Massachusetts Financial Services Co /ma/ 5 358 −65,62 2 275 −59,59
2025-08-01 13F Logan Capital Management Inc 1 710 −82,45 726 −79,36
2025-07-24 13F Ulland Investment Advisors, LLC 703 −1,13 0
2025-07-09 13F Northwest & Ethical Investments L.P. 0 −100,00 0 −100,00
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-04-28 13F ABLE Financial Group, LLC 0 −100,00 0
2025-08-14 13F Snowden Capital Advisors LLC 22 420 −2,28 9 519 14,91
2025-07-22 13F Clarius Group, LLC 10 928 −0,30 4 640 17,24
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-08-06 13F Csenge Advisory Group 1 789 −8,82 715 6,57
2025-07-21 13F DHJJ Financial Advisors, Ltd. 16 342 −1,22 6 939 16,16
2025-07-10 13F Sharkey, Howes & Javer 7 674 −2,81 3 258 14,28
2025-07-31 13F Washington Trust Advisors, Inc. 3 332 −24,94 1 415 −11,74
2025-08-13 13F Hsbc Holdings Plc 228 169 −0,70 96 876 16,76
2025-08-14 13F Headinvest, Llc 972 −2,11 413 15,08
2025-08-18 13F Ashford Capital Management Inc 701 −26,83 298 −13,91
2025-07-25 13F Meritage Portfolio Management 25 698 −2,92 10 911 14,15
2025-07-17 13F Tritonpoint Wealth, Llc 2 416 −22,93 1 026 −9,45
2025-07-22 13F D.B. Root & Company, LLC 1 274 −0,08 541 17,61
2025-08-11 13F Rothschild Investment Llc 18 979 −3,74 8 058 13,19
2025-07-24 13F McKinley Carter Wealth Services, Inc. 52 996 −0,88 22 501 16,56
2025-03-31 NP SMILX - SMI 50/40/10 Fund 4 980 −4,05 2 038 5,05
2025-07-21 13F Clarity Capital Partners LLC 886 −1,99 376 15,34
2025-07-15 13F RTD Financial Advisors, Inc. 99 033 −2,86 42 048 14,22
2025-07-23 13F Indiana Trust & Investment Management CO 17 678 −0,28 7 506 17,25
2025-05-14 13F Monterey Private Wealth, Inc. 1 858 −1,01 671 −11,02
2025-07-23 13F Columbus Macro, LLC 8 831 −5,64 3 749 10,95
2025-05-12 13F Capital International Investors 0 −100,00 0
2025-08-08 13F Intrua Financial, LLC 12 174 −0,78 5 169 16,66
2025-08-12 13F CIBC Private Wealth Group, LLC 807 501 −6,76 342 849 23,55
2025-05-05 13F Peterson Wealth Services 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 255 867 −7,29 108 636 9,02
2025-08-13 13F Colonial Trust Advisors 1 326 −1,92 563 15,16
2025-07-22 13F One Wealth Management Investment & Advisory Services, LLC 1 143 −6,31 485 10,23
2025-07-31 13F Carnegie Capital Asset Management, LLC 3 173 −3,76 1 347 23,01
2025-07-25 13F Ellis Investment Partners, LLC 13 053 −5,56 5 542 11,06
2025-07-15 13F James J. Burns & Company, LLC 7 055 −0,87 2 995 16,58
2025-07-23 13F Heck Capital Advisors, LLC 12 769 −17,22 5 421 −2,66
2025-05-07 13F Objective Capital Management, LLC 0 −100,00 0
2025-08-07 13F CENTRAL TRUST Co 18 640 −0,58 7 914 16,90
2025-07-23 13F Clear Creek Financial Management, LLC 2 910 −47,93 1 236 −38,77
2025-04-14 13F Lloyd Advisory Services, LLC. 0 −100,00 0
2025-07-22 13F Financial Insights, Inc. 1 625 −4,58 690 12,21
2025-07-16 13F Congress Asset Management Co /ma 28 109 −77,04 11 935 −73,00
2025-07-23 13F Equitable Trust Co 10 529 −9,92 4 470 5,92
2025-07-24 13F JNBA Financial Advisors 1 077 −0,09 457 17,48
2025-08-15 13F Equitable Holdings, Inc. 163 607 −15,53 69 464 −0,68
2025-08-11 13F PFG Private Wealth Management, LLC 0 −100,00 0
2025-07-16 13F Cresta Advisors, Ltd. 22 089 −2,01 9 378 15,22
2025-07-18 13F Truist Financial Corp 2 105 585 −1,67 893 989 15,62
2025-08-04 13F Center for Financial Planning, Inc. 807 −21,80 343 −8,06
2025-08-14 13F Voya Investment Management Llc 6 905 −17,08 2 932 −2,50
2025-08-14 13F Monetary Management Group Inc 13 911 −0,47 5 906 17,04
2025-07-18 13F O'ROURKE & COMPANY, Inc 1 686 −0,82 716 16,64
2025-08-04 13F Premier Path Wealth Partners, LLC 8 472 −7,29 3 597 9,03
2025-05-06 13F Advisors Preferred, LLC 0 −100,00 0
2025-08-04 13F Ledyard National Bank 2 217 −1,73 941 15,60
2025-07-08 13F Canandaigua National Bank & Trust Co 7 643 −1,75 3 245 15,56
2025-08-14 13F Kovitz Investment Group Partners, LLC 629 660 −0,98 267 341 16,43
2025-08-12 13F Nuveen, LLC 1 009 530 −14,19 428 626 0,90
2025-08-14 13F Circle Wealth Management, LLC 1 287 223 −0,10 546 529 17,47
2025-07-17 13F Fifth Third Securities, Inc. 56 270 −3,55 23 891 13,41
2025-05-27 NP XRLX - FundX Conservative ETF 9 255 −4,09 3 342 −13,78
2025-08-08 13F Wealth Alliance 562 −11,77 239 3,48
2025-08-05 13F Towercrest Capital Management 7 201 −1,69 3 058 15,58
2025-07-15 13F Perennial Advisors, LLC 1 012 −0,98 430 16,58
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 52 057 −10,54 22 106 5,27
2025-05-27 NP XCOR - FundX ETF 49 740 −2,07 17 961 −11,94
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 25 336 −2,07 10 757 15,16
2025-07-24 13F Stonebridge Financial Group, LLC 32 185 −1,16 13 665 16,23
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 0 −100,00 0
2025-08-14 13F Lebenthal Global Advisors, LLC 26 487 −17,90 11 246 −3,46
2025-08-07 13F Davis R M Inc 10 262 −0,12 4 357 17,47
2025-04-04 13F Sage Capital Advisors,llc 0 −100,00 0
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 11 898 −1,32 5 052 16,03
2025-08-14 13F Coastal Bridge Advisors, LLC 3 168 −6,85 1 345 9,53
2025-07-09 13F Brand Asset Management Group, Inc. 30 293 −2,97 12 862 14,09
2025-07-08 13F Chemistry Wealth Management LLC 961 −5,78 408 10,87
2025-07-31 13F WFA Asset Management Corp 0 −100,00 0
2025-07-07 13F Park Edge Advisors, LLC 2 628 −14,48 1 116 0,54
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 1 322 −0,08 561 17,61
2025-08-26 13F Claris Financial LLC 0 −100,00 0
2025-08-07 13F Tilson Financial Group, Inc. 6 879 −0,56 3 0,00
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 762 −3,30 324 13,73
2025-07-21 13F Catalina Capital Group, LLC 1 430 −9,61 607 6,30
2025-08-14 13F Stage Harbor Financial, Llc 13 100 −26,42 5 562 −13,49
2025-08-05 13F Holistic Financial Partners 22 943 −0,05 9 741 17,53
2025-08-04 13F Linscomb & Williams, Inc. 19 242 −6,66 8 170 9,74
2025-07-30 13F Patten Group, Inc. 22 744 −2,07 9 657 15,14
2025-08-04 13F Integrity Alliance, Llc. 1 779 −52,28 755 −43,91
2025-08-14 13F Ariadne Wealth Management, LP 1 589 −5,08 715 13,88
2025-07-29 13F Altus Wealth Group LLC 17 666 −0,18 7 500 17,37
2025-07-22 13F Highland Capital Management, Llc 75 590 −2,18 32 094 15,02
2025-08-15 13F Nikulski Financial, Inc. 6 712 −2,13 2 850 15,06
2025-08-13 13F Argyle Capital Partners, LLC 8 301 −5,13 3 525 11,55
2025-08-11 13F Greenland Capital Management LP 0 −100,00 0
2025-08-11 13F Howard Wealth Management, Llc 1 870 −0,48 794 16,96
2025-07-31 13F Schoolcraft Capital LLC 1 669 −10,70 709 5,04
2025-08-05 13F Bank of New York Mellon Corp 1 213 513 −0,57 515 233 16,92
2025-08-14 13F Dimension Capital Management Llc 17 335 −4,09 7 360 12,78
2025-07-22 13F Autumn Glory Partners, LLC 5 668 −0,68 2 407 16,80
2025-08-11 13F CBIZ Investment Advisory Services, LLC 2 362 −22,02 1 003 −8,33
2025-07-24 13F GFG Capital, LLC 1 181 −17,35 501 −2,72
2025-05-14 13F Eqis Capital Management, Inc. 0 −100,00 0 −100,00
2025-07-23 13F Vontobel Holding Ltd. 0 −100,00 0
2025-07-22 13F Hill Island Financial Llc 1 136 −2,15 482 15,04
2025-08-14 13F Fort Point Capital Partners LLC 1 088 −2,51 462 14,68
2025-07-22 13F Marks Group Wealth Management, Inc 1 103 −5,24 468 11,43
2025-08-15 13F Keel Point, LLC 40 829 −0,14 17 335 17,42
2025-08-14 13F Clifford Group, LLC 5 893 −2,90 2 502 14,19
2025-08-11 13F New Age Alpha Advisors, LLC 1 371 −1,08 582 16,40
2025-08-12 13F American Century Companies Inc 77 289 −79,32 32 816 −75,69
2025-08-08 13F Client First Capital LLC 7 728 −65,33 3 281 −59,24
2025-08-06 13F Round Rock Advisors, LLC 860 −6,62 365 9,94
2025-07-23 13F RiverTree Advisors, LLC 0 −100,00 0
2025-08-14 13F Engineers Gate Manager LP 0 −100,00 0
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 146 −8,75 62 5,17
2025-08-14 13F Fortress Financial Group, Llc 6 235 −3,65 2 647 13,31
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