VB / Vanguard Index Funds - Vanguard Small-Cap ETF - Institutionellt ägande - Säljare

Vanguard Index Funds - Vanguard Small-Cap ETF
US ˙ ARCA ˙ US9229087518

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.

Uppgraderaför att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-05 13F Marshall Financial Group Inc /adv 80 990 −0,86 19 193 5,95
2025-07-25 13F NorthRock Partners, LLC 1 154 −19,69 274 −13,84
2025-04-21 13F Autumn Glory Partners, LLC 0 −100,00 0
2025-07-08 13F Canandaigua National Bank & Trust Co 48 226 −2,24 11 429 4,47
2025-08-01 13F Chilton Capital Management Llc 40 121 −4,49 9 508 2,07
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-03 13F Garde Capital, Inc. 166 380 −4,64 39 429 1,90
2025-07-23 13F Clear Creek Financial Management, LLC 5 962 −4,68 1 413 1,80
2025-07-23 13F Kingswood Wealth Advisors, Llc 23 447 −1,12 5 556 5,65
2025-08-01 13F Liberty Wealth Management Llc 5 174 −43,89 1 226 −40,05
2025-07-18 13F Dogwood Wealth Management LLC 5 864 −1,15 1 418 7,76
2025-04-23 13F Bluesphere Advisors, LLC 0 −100,00 0 −100,00
2025-07-22 13F DAVENPORT & Co LLC 19 428 −0,26 4 604 6,60
2025-07-22 13F DT Investment Partners, LLC 0 −100,00 0
2025-07-28 13F Sagespring Wealth Partners, Llc 6 694 −26,55 1 586 −21,52
2025-08-12 13F Tarbox Family Office, Inc. 7 519 −12,92 1 782 −6,95
2025-08-05 13F Simplex Trading, Llc 0 −100,00 0
2025-07-30 13F Whittier Trust Co Of Nevada Inc 64 382 −0,06 15 257 6,81
2025-03-21 13F Prostatis Group LLC 0 −100,00 0 −100,00
2025-08-14 13F Vista Investment Management 4 622 −0,82 1 095 6,00
2025-07-15 13F Regatta Capital Group, Llc 3 797 −28,59 900 −23,75
2025-08-12 13F Prosperitas Financial LLC 1 449 −95,82 343 −95,54
2025-08-14 13F German American Bancorp, Inc. 2 346 −0,72 556 6,12
2025-07-15 13F Fifth Third Bancorp 308 790 −4,61 73 177 1,94
2025-07-15 13F Pictet North America Advisors SA 14 172 −54,25 3 358 −51,11
2025-07-25 13F Fifth Third Wealth Advisors LLC 24 936 −39,70 5 909 −35,56
2025-05-12 13F Northwest Quadrant Wealth Management, LLC 0 −100,00 0
2025-07-14 13F Farmers Trust Co 1 092 −14,95 259 −9,15
2025-08-01 13F Auto-Owners Insurance Co 249 028 −72,72 59 015 36,46
2025-07-09 13F Sunpointe, LLC 0 −100,00 0
2025-08-06 13F Texas Yale Capital Corp. 23 442 −3,38 5 555 3,25
2025-08-14 13F Sentinus, LLC 0 −100,00 0
2025-08-04 13F Linscomb & Williams, Inc. 2 895 −2,36 686 4,26
2025-08-12 13F Richard W. Paul & Associates, LLC 848 −0,70 201 6,35
2025-07-29 13F Orin Green Financial, LLC 13 203 −1,53 3 129 15,34
2025-07-29 13F Ballast, Inc. 9 885 −93,55 2 343 −93,11
2025-07-31 13F Schoolcraft Capital LLC 6 946 −3,42 1 646 3,26
2025-07-28 13F Sagace Wealth Management LLC 15 132 −33,53 3 586 −28,97
2025-08-14 13F Wellington Management Group Llp 1 262 115 −13,89 299 096 −7,98
2025-08-01 13F Logan Capital Management Inc 29 295 −10,10 6 942 −3,93
2025-05-14 13F Avestar Capital, LLC 0 −100,00 0
2025-07-21 13F Fairvoy Private Wealth, LLC 926 −4,93 219 1,86
2025-08-13 13F SageView Advisory Group, LLC 25 956 −11,03 6 377 −1,42
2025-07-21 13F DHJJ Financial Advisors, Ltd. 814 −20,51 193 −15,42
2025-04-22 13F Jmac Enterprises Llc 0 −100,00 0
2025-08-15 13F/A Florida Financial Advisors, Llc 1 810 −26,78 429 −21,72
2025-07-23 13F Detalus Advisors, LLC 1 241 −1,59 294 5,38
2025-07-09 13F Christopher J. Hasenberg, Inc 0 −100,00 0
2025-07-10 13F Bath Savings Trust Co 3 364 −7,25 797 −0,87
2025-07-29 13F Roof Eidam & Maycock/adv 78 109 −2,99 18 510 3,67
2025-08-14 13F Fwl Investment Management, Llc 0 −100,00 0
2025-08-19 13F National Asset Management, Inc. 18 306 −64,55 4 338 −65,04
2025-08-07 13F WESCAP Management Group, Inc. 32 915 −5,53 7 800 0,96
2025-08-11 13F Diversified Portfolios, Inc. 4 191 −11,15 993 −4,98
2025-05-02 13F Capital A Wealth Management, LLC 147 −40,96 33 −45,76
2025-08-05 13F GHP Investment Advisors, Inc. 1 431 −17,66 339 −11,95
2025-08-06 13F Round Rock Advisors, LLC 2 407 −47,89 570 −44,34
2025-07-29 13F MPS Loria Financial Planners, LLC 146 339 −2,57 34 692 4,16
2025-07-10 13F Moody National Bank Trust Division 1 036 −12,65 246 −6,49
2025-08-08 13F AJ Advisors, LLC 59 562 −4,75 14 115 1,80
2025-07-31 13F GenTrust, LLC 17 606 −9,88 4 186 −3,37
2025-07-30 13F Pittenger & Anderson Inc 251 260 −0,05 59 544 6,82
2025-08-13 13F Financial & Tax Architects, LLC 1 126 −43,47 267 −39,68
2025-08-14 13F London Co Of Virginia 427 −77,51 101 −76,01
2025-05-08 13F BCGM Wealth Management, LLC 0 −100,00 0
2025-08-05 13F Bank Of Montreal /can/ 665 898 −1,61 157 805 5,15
2025-07-22 13F Marks Group Wealth Management, Inc 3 322 −2,41 787 4,38
2025-08-04 13F Integrity Alliance, Llc. 3 062 −12,26 726 −6,21
2025-08-12 13F Atlas Capital Advisors Llc 2 142 −37,88 508 −33,64
2025-07-10 13F Websterrogers Financial Advisors, Llc 2 663 −1,19 631 5,70
2025-08-13 13F Green Harvest Asset Management LLC 3 146 −7,61 746 −1,32
2025-07-15 13F CHB Investment Group, LLC 5 584 −2,56 1 0,00
2025-07-17 13F Crane Advisory, LLC 74 542 −5,51 18 061 11,24
2025-07-29 13F Millburn Ridgefield Corp 341 352 −6,50 80 894 −0,08
2025-07-22 13F Valley National Advisers Inc 1 781 −0,50 0
2025-08-11 13F Summit Wealth Partners, LLC 14 827 −6,18 3 514 0,26
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 79 769 −49,84 18 904 −46,40
2025-07-15 13F Marquette Asset Management, LLC 6 775 −0,16 1 606 6,78
2025-08-14 13F Coastal Bridge Advisors, LLC 2 225 −5,92 527 0,57
2025-07-29 13F Salomon & Ludwin, LLC 19 373 −0,27 4 683 8,71
2025-08-08 13F Carl P. Sherr & Co., LLC 5 496 −21,27 1 302 −15,89
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 3 300 −52,17 782 −48,89
2025-07-23 13F Asset Planning Corporation 22 428 −1,40 5 315 5,37
2025-08-13 13F Sepio Capital, LP 2 595 −81,93 615 −80,69
2025-07-30 13F Avidian Wealth Solutions, LLC 2 522 −57,01 598 −54,08
2025-08-11 13F Somerset Group LLC 4 422 −0,96 1 048 5,76
2025-08-08 13F Advyzon Investment Management, LLC 2 657 −10,75 630 −4,70
2025-04-23 13F Aurora Private Wealth, Inc. 0 −100,00 0
2025-07-16 13F Register Financial Advisors LLC 929 −7,47 220 −0,90
2025-08-13 13F Per Stirling Capital Management, LLC. 1 655 −1,95 392 4,81
2025-08-12 13F Journey Strategic Wealth Llc 1 597 −18,14 378 −12,50
2025-07-01 13F Park National Corp /oh/ 4 730 −3,57 1 121 3,04
2025-08-15 13F Synergy Financial Group, LTD 2 124 −1,53 503 5,23
2025-07-02 13F Dentgroup LLC 7 179 −1,68 1 701 5,06
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-07-10 13F Exchange Traded Concepts, Llc 3 906 −89,77 926 −89,07
2025-08-15 13F/A Rakuten Securities, Inc. 1 −99,51 0 −100,00
2025-07-23 13F Capstone Wealth Management Group, Llc 4 897 −9,16 1 161 −2,93
2025-07-22 13F Bay Harbor Wealth Management, LLC 17 709 −0,19 4 211 7,02
2025-07-28 13F RFG Advisory, LLC 19 072 −9,77 4 520 −3,58
2025-08-07 13F BOK Financial Private Wealth, Inc. 49 084 −13,09 11 671 −6,82
2025-07-15 13F Family Investment Center, Inc. 26 161 −8,39 6 200 −2,08
2025-08-11 13F Elite Financial, Inc. 32 742 −1,98 8 0,00
2025-07-15 13F Family Wealth Partners, Llc 27 575 −4,83 6 535 1,70
2025-07-25 13F Pathway Financial Advisors LLC 19 396 −2,88 4 597 3,79
2025-07-14 13F Sowell Financial Services LLC 7 633 −0,30 1 809 6,54
2025-05-29 NP JAHBX - Small Cap Value Trust NAV 36 414 −41,85 8 075 −46,33
2025-07-25 13F Concord Wealth Partners 119 −1,65 28 7,69
2025-08-15 13F WFA of San Diego, LLC 52 −13,33 12 −14,29
2025-07-09 13F Pallas Capital Advisors LLC 0 −100,00 0
2025-07-29 13F BKD Wealth Advisors, LLC 94 858 −7,85 22 480 −1,52
2025-08-14 13F Goldman Sachs Group Inc 1 711 146 −6,22 405 507 0,22
2025-07-15 13F Optima Capital Llc 1 903 −1,25 451 5,62
2025-07-24 13F Antonelli Financial Advisors, LLC 0 −100,00 0
2025-08-14 13F Keystone Financial Services, LLC 1 977 −10,10 469 −3,90
2025-07-29 13F AssuredPartners Investment Advisors, LLC 2 279 −70,09 540 −68,03
2025-04-21 13F MGO Private Wealth, LLC 0 −100,00 0
2025-07-25 13F Cypress Capital Group 0 −100,00 0
2025-08-15 13F Security National Bank Of Sioux City Iowa /ia/ 936 −0,43 222 6,25
2025-07-16 13F Octavia Wealth Advisors, LLC 11 522 −3,32 2 739 3,67
2025-07-23 13F Prime Capital Investment Advisors, LLC 16 308 −19,38 3 865 −13,85
2025-07-17 13F Coastline Trust Co 4 805 −13,63 1 139 −7,70
2025-07-29 13F Madison Wealth Partners, Inc 1 939 −0,67 460 6,25
2025-07-22 13F Ellenbecker Investment Group 200 427 −2,01 47 497 4,72
2025-07-30 13F Argonautica Private Wealth Management, Inc 9 737 −0,20 2 307 6,66
2025-07-11 13F Trust Co Of Virginia /va 171 223 −0,87 40 576 5,94
2025-07-17 13F Greenbush Financial Group, LLC 0 −100,00 0
2025-07-22 13F SOL Capital Management CO 12 478 −1,19 3 0,00
2025-08-12 13F Deutsche Bank Ag\ 4 772 −13,97 1 131 −8,13
2025-07-21 13F Hilltop National Bank 154 −2,53 36 −2,70
2025-08-11 13F Nomura Asset Management Co Ltd 0 −100,00 0
2025-07-17 13F Sfm, Llc 7 822 −7,05 1 854 −0,64
2025-08-27 13F/A Squarepoint Ops LLC 7 209 −68,96 1 708 −66,83
2025-07-14 13F Farmers & Merchants Investments Inc 14 753 −3,95 3 496 2,67
2025-07-17 13F Paradigm Financial Partners, Llc 6 170 −56,59 1 462 −53,60
2025-08-01 13F Ashton Thomas Private Wealth, LLC 17 492 −60,51 4 159 −57,66
2025-07-08 13F Advance Capital Management, Inc. 1 550 −1,27 367 5,46
2025-07-25 13F Community Bank, N.A. 813 −17,71 193 −12,33
2025-08-08 13F Family Firm, Inc. 0 −100,00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-30 13F Green Square Capital Advisors Llc 2 106 −1,63 499 5,06
2025-08-01 13F Equita Financial Network, Inc. 0 −100,00 0
2025-08-12 13F Titleist Asset Management, Llc 28 828 −2,08 6 832 4,64
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 34 366 −12,29 8 144 −6,26
2025-07-23 13F Gainplan LLC 7 147 −35,98 1 694 −31,60
2025-08-12 13F Sandhill Capital Partners LLC 2 612 −1,17 619 5,46
2025-08-06 13F Csenge Advisory Group 2 666 −43,92 608 −38,21
2025-08-05 13F Dahring | Cusmano Llc 1 782 −0,50 422 6,30
2025-07-10 13F Park Capital Management, LLC / WI 899 −36,82 213 −32,38
2025-08-08 13F Avantax Advisory Services, Inc. 333 977 −2,36 79 146 4,35
2025-07-18 13F GEN Financial Management, INC. 2 224 −40,53 527 −36,43
2025-08-11 13F Bradley Foster & Sargent Inc/ct 61 129 −7,11 14 486 −0,73
2025-08-05 13F Sunburst Financial Group, LLC 6 588 −0,06 1 561 6,84
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0
2025-08-18 13F N.E.W. Advisory Services LLC 12 473 −3,56 2 956 3,07
2025-07-07 13F Accelerate Investment Advisors LLC 0 −100,00 0
2025-07-31 13F Catalyst Capital Advisors LLC 341 352 −6,50 80 894 −0,08
2025-07-31 13F Moser Wealth Advisors, LLC 2 582 −1,30 612 5,34
2025-07-30 13F Principle Wealth Partners Llc 9 694 −2,47 2 297 4,22
2025-08-06 13F Sound Financial Strategies Group, LLC 3 522 −0,37 835 6,51
2025-08-05 13F Integrity Financial Corp /WA 30 −40,00 7 −36,36
2025-07-28 13F BRYN MAWR TRUST Co 17 201 −15,18 4 076 −9,36
2025-08-13 13F Rsm Us Wealth Management Llc 178 520 −25,52 42 431 22,68
2025-07-29 13F Fundamentun, Llc 2 685 −14,49 636 −8,62
2025-08-14 13F Novus Advisors, Llc 1 153 −41,35 273 −37,24
2025-08-11 13F Estate Counselors, LLC 0 −100,00 0
2025-07-28 13F Wealthspan Partners, Llc 9 628 −0,25 2 282 6,59
2025-07-23 13F Center For Asset Management LLC 1 988 −28,02 477 −22,06
2025-07-08 13F Richard P Slaughter Associates Inc 0 −100,00 0
2025-07-21 13F Life Planning Partners, Inc 10 547 −3,68 2 499 2,92
2025-07-29 13F Spreng Capital Management, Inc. 1 540 −9,20 365 −3,19
2025-08-06 13F Regimen Wealth, Llc 853 −6,37 202 0,00
2025-08-07 13F Midland Wealth Advisors Llc 3 255 −2,25 771 4,47
2025-07-28 13F Frazier Financial Advisors, LLC 17 598 −3,87 4 170 2,73
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 16 906 −3,43 4 006 3,19
2025-07-08 13F Zrc Wealth Management, Llc 2 220 −1,33 526 5,41
2025-08-07 13F CSM Advisors, LLC 39 461 −1,80 9 12,50
2025-07-25 13F Index Fund Advisors, Inc. 21 312 −0,16 5 051 6,70
2025-08-05 13F Washburn Capital Management, Inc. 1 729 −55,77 410 −52,77
2025-07-14 13F/A Seek First Inc. 2 698 −11,69 639 −5,61
2025-07-16 13F Cabana Llc 0 −100,00 0
2025-05-14 13F D L Carlson Investment Group Inc 0 −100,00 0
2025-08-05 13F Peregrine Asset Advisers, Inc. 2 070 −1,33 491 5,38
2025-08-11 13F Perennial Investment Advisors, LLC 7 255 −15,43 1 719 −9,62
2025-07-15 13F Beacon Financial Planning, Inc 26 658 −2,74 6 317 3,95
2025-04-11 13F OLIO Financial Planning 0 −100,00 0
2025-08-13 13F Marshall Wace, Llp 0 −100,00 0
2025-07-30 13F Bogart Wealth, LLC 1 262 −6,73 299 0,00
2025-07-24 13F Bernard Wealth Management Corp. 0 −100,00 0
2025-07-16 13F Asset Allocation & Management Company, LLC 4 345 −18,17 1 0,00
2025-08-08 13F Emerald Investment Partners, Llc 3 802 −10,65 901 −4,45
2025-07-17 13F Smith Chas P & Associates Pa Cpas 2 549 −40,53 604 −36,42
2025-08-25 13F/A Neuberger Berman Group LLC 7 056 −29,02 1 672 −24,14
2025-08-12 13F Jaffetilchin Investment Partners, LLC 945 −4,45 224 1,83
2025-08-01 13F Planning Directions Inc 3 117 −3,80 739 2,79
2025-07-30 13F Onyx Bridge Wealth Group LLC 8 351 −2,44 1 979 4,21
2025-07-18 13F SOA Wealth Advisors, LLC. 10 989 −10,09 2 604 −3,91
2025-08-08 13F Sawgrass Asset Management Llc 36 485 −0,68 8 646 6,15
2025-08-08 13F Ironwood Investment Counsel, LLC 14 163 −1,07 3 356 5,73
2025-07-07 13F TruWealth Advisors, LLC 1 709 −0,87 405 6,02
2025-07-01 13F Burkett Financial Services, Llc 424 −25,87 100 −20,63
2025-05-05 13F Copperwynd Financial, LLC 0 −100,00 0
2025-07-30 13F Insight Advisors, LLC/ PA 1 844 −1,55 437 5,06
2025-08-12 13F MAI Capital Management 188 608 −9,50 44 696 −3,29
2025-07-24 13F Callan Family Office, LLC 0 −100,00 0
2025-08-04 13F Silver Coast Investments LLC 1 130 −97,64 267 −97,48
2025-07-22 13F Gratus Wealth Advisors, LLC 1 239 −42,26 294 −38,32
2025-07-22 13F/A Duncan Williams Asset Management, LLC 24 619 −0,08 5 834 6,79
2025-08-14 13F Qube Research & Technologies Ltd 759 −69,66 180 −67,69
2025-07-16 13F Rebalance, Llc 11 555 −4,58 2 738 1,97
2025-07-15 13F Santori & Peters, Inc. 6 154 −0,08 1 458 6,81
2025-07-16 13F First American Bank 6 259 −7,23 1 483 −0,87
2025-07-10 13F Tompkins Financial Corp 6 589 −62,00 1 561 −59,40
2025-08-14 13F Hurley Capital, LLC 48 −81,18 11 −80,36
2025-05-09 13F R. W. Roge & Company, Inc. 0 −100,00 0
2025-07-25 13F St. Louis Trust Co 48 891 −0,74 11 586 6,08
2025-07-21 13F Capital Planning LLC 43 671 −0,70 10 383 6,48
2025-08-14 13F Federation des caisses Desjardins du Quebec 5 592 −26,46 1 325 −21,41
2025-07-17 13F Grandview Asset Management LLC 15 743 −3,66 4 0,00
2025-08-04 13F Mesirow Financial Investment Management, Inc. 23 697 −4,67 5 616 1,87
2025-07-15 13F Forte Capital Llc /adv 4 852 −10,31 1 150 −4,17
2025-07-22 13F Old National Bancorp /in/ 1 485 −22,78 352 −17,61
2025-05-13 13F Adams Wealth Management 5 170 −31,67 1 146 −36,93
2025-05-15 13F Cyrus J. Lawrence, LLC 0 −100,00 0
2025-07-25 13F waypoint wealth counsel 15 822 −2,37 3 749 4,34
2025-08-04 13F L.m. Kohn & Company 1 093 −18,62 259 −12,79
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-08-15 13F Morse Asset Management, Inc 7 −22,22 2 0,00
2025-08-07 13F Hughes Financial Services, LLC 3 388 −55,90 816 −52,31
2025-08-06 13F Penserra Capital Management LLC 42 795 −27,76 10 −23,08
2025-05-01 13F Lane & Associates LLC 13 683 −2,37 3 034 −13,26
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 35 153 −45,45 8 358 −41,51
2025-05-12 13F Pcg Asset Management, Llc 0 −100,00 0
2025-08-12 13F Nemes Rush Group LLC 489 −55,95 116 −53,25
2025-08-13 13F Wellspring Financial Advisors, LLC 6 314 −0,02 1 496 6,86
2025-08-14 13F Pine Harbor Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Objective Capital Management, LLC 12 511 −0,40 2 965 6,43
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 1 147 −1,88 272 4,63
2025-08-14 13F Karpus Management, Inc. 324 978 −0,39 77 013 6,46
2025-07-24 13F FinDec Wealth Services, Inc. 18 937 −7,13 4 488 −0,75
2025-08-14 13F Sand Hill Global Advisors, LLC 37 467 −14,08 8 879 −8,17
2025-08-13 13F Quadrant Capital Group Llc 5 272 −2,23 1 249 4,52
2025-08-13 13F VestGen Advisors, LLC 41 991 −0,85 9 951 5,96
2025-08-13 13F First Trust Advisors Lp 1 679 −41,62 398 −37,68
2025-08-12 13F Hill Investment Group Partners, LLC 914 −9,24 217 −3,14
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 13 766 −1,46 3 262 5,33
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 81 174 −2,92 19 244 3,79
2025-05-15 13F Sykon Capital Llc 0 −100,00 0
2025-05-08 13F Hoxton Planning & Management, LLC 0 −100,00 0 −100,00
2025-08-07 13F Proficio Capital Partners LLC 5 198 −7,79 1 232 −1,44
2025-08-14 13F Bragg Financial Advisors, Inc 13 033 −1,56 3 089 5,21
2025-05-01 13F Mason Investment Advisory Services, Inc. 0 −100,00 0
2025-08-06 13F Capasso Planning Partners LLC 0 −100,00 0
2025-08-08 13F Strategies Wealth Advisors, LLC 9 377 −7,51 2 222 −1,16
2025-07-10 13F Trust Point Inc. 3 354 −3,48 795 3,12
2025-07-23 13F Vontobel Holding Ltd. 10 851 −6,57 2 571 −0,16
2025-07-08 13F Canandaigua National Trust Co of Florida 6 696 −10,30 1 587 −4,17
2025-04-28 13F RKL Wealth Management LLC 0 −100,00 0
2025-07-10 13F Selective Wealth Management, Inc. 1 024 −12,40 249 3,75
2025-08-14 13F Evercore Wealth Management, LLC 24 541 −0,20 5 816 6,64
2025-07-16 13F Meridian Investment Counsel Inc. 4 569 −0,28 1 083 6,50
2025-08-13 13F Fort Sheridan Advisors Llc 0 −100,00 0
2025-05-05 13F Lindbrook Capital, Llc 12 204 −13,82 2 706 −20,46
2025-08-12 13F Asset Management Group, Inc. 51 635 −0,33 12 237 6,52
2025-07-23 13F Eagle Strategies LLC 2 475 −3,32 587 3,35
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 26 489 −27,86 6 277 −22,91
2025-08-05 13F Rareview Capital LLC 30 338 −13,24 7 189 −7,29
2025-08-12 13F Main Management LLC 0 −100,00 0
2025-08-04 13F Joseph P. Lucia & Associates, LLC 9 885 −13,29 2 343 −7,36
2025-08-13 13F Elios Financial Group Inc. 2 026 −2,69 480 4,12
2025-07-11 13F/A Umb Bank N A/mo 1 140 −7,47 270 −1,10
2025-08-08 13F Adapt Wealth Advisors, Llc 2 041 −12,14 484 −6,21
2025-08-14 13F Fortress Private Ledger, Llc 0 −100,00 0
2025-08-06 13F Twin Capital Management Inc 0 −100,00 0
2025-07-16 13F Old North State Wealth Management, LLC 12 942 −4,82 3 070 1,72
2025-05-13 13F Certus Wealth Management, LLC 0 −100,00 0
2025-07-11 13F First PREMIER Bank 24 402 −1,88 6 0,00
2025-08-12 13F Calton & Associates, Inc. 2 150 −11,74 510 −5,74
2025-05-29 NP RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares 0 −100,00 0 −100,00
2025-08-07 13F Resources Investment Advisors, LLC. 47 232 −0,12 11 193 6,74
2025-07-21 13F Verus Financial Partners, Inc. 4 098 −1,37 998 15,64
2025-07-24 13F Endeavor Private Wealth, Inc. 0 −100,00 0
2025-07-14 13F Proathlete Wealth Management Llc 0 −100,00 0
2025-07-23 13F Sax Wealth Advisors, Llc 15 962 −14,43 3 783 −8,56
2025-04-25 13F Colonial River Wealth Management, LLC 0 −100,00 0
2025-08-04 13F Bordeaux Wealth Advisors LLC 3 799 −2,09 900 4,65
2025-07-21 13F Keb Asset Management, Llc 2 621 −8,80 621 −2,51
2025-08-06 13F First Horizon Advisors, Inc. 14 787 −1,62 3 504 5,13
2025-08-01 13F Oarsman Capital, Inc. 1 255 −14,57 297 −8,62
2025-07-30 13F Phillips Financial Management, Llc 12 504 −0,82 2 963 6,01
2025-08-14 13F Alliancebernstein L.p. 70 470 −19,54 16 700 −14,02
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-07-25 13F Muirfield Wealth Advisors Llc 6 119 −2,81 1 450 3,87
2025-07-08 13F Legacy Private Trust Co. 0 −100,00 0
2025-07-15 13F Retirement Guys Formula Llc 6 153 −1,22 1 414 1,80
2025-08-11 13F Plum Street Advisors, LLC 56 343 −0,12 13 352 6,74
2025-08-11 13F Strategic Equity Management 1 309 −89,53 310 −88,82
2025-07-17 13F Independence Bank of Kentucky 5 499 −3,41 1 303 3,25
2025-07-24 13F Rice Partnership, LLC 5 −58,33 1 −50,00
2025-08-13 13F Manning & Napier Advisors Llc 42 542 −1,61 10 083 5,17
2025-08-06 13F Agf Management Ltd 68 092 −14,46 16 136 −8,59
2025-07-16 13F New Insight Wealth Advisors 1 437 −32,57 341 −27,97
2025-08-12 13F Vawter Financial, Ltd. 1 255 −97,25 297 −97,07
2025-07-24 13F Edge Financial Advisors LLC 1 981 −8,71 470 −2,49
2025-07-15 13F Cranbrook Wealth Management, LLC 10 230 −4,00 2 424 2,62
2025-05-12 13F Barrow Hanley Mewhinney & Strauss Llc 0 −100,00 0
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-06 13F Paragon Capital Management Inc 13 483 −1,55 3 195 5,24
2025-07-10 13F Clare Market Investments LLC 0 −100,00 0
2025-07-17 13F Raleigh Capital Management Inc. 805 −3,48 191 2,70
2025-07-30 13F Probity Advisors, Inc. 4 668 −0,06 1 106 6,86
2025-07-14 13F UMA Financial Services, Inc. 2 109 −2,32 500 4,39
2025-07-11 13F Grove Bank & Trust 23 254 −19,04 5 511 −13,49
2025-08-14 13F Family Management Corp 150 −1,96 36 6,06
2025-07-09 13F Bank of New Hampshire 3 082 −12,47 730 −6,41
2025-07-31 13F Oppenheimer & Co Inc 49 472 −2,01 11 724 4,72
2025-07-17 13F Smith Anglin Financial, LLC 8 538 −0,44 2 023 6,42
2025-08-13 13F Greenwich Wealth Management LLC 14 554 −0,24 3 0,00
2025-04-23 13F Field & Main Bank 0 −100,00 0
2025-08-06 13F Moors & Cabot, Inc. 1 251 −5,66 297 1,02
2025-08-11 13F Johnson Financial Group, LLC 111 421 −3,16 26 405 3,50
2025-04-30 13F BCJ Capital Management, LLC 0 −100,00 0
2025-07-11 13F Compass Ion Advisors, LLC 20 526 −24,12 4 864 −18,91
2025-08-12 13F Wealth Dimensions Group, Ltd. 2 424 −0,08 574 6,89
2025-08-13 13F Maia Wealth LLC 4 759 −3,27 1 128 10,06
2025-05-14 13F Texas Capital Bank Wealth Management Services Inc 0 −100,00 0
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 16 306 −27,58 3 864 −22,61
2025-08-07 13F PFG Advisors 0 −100,00 0 −100,00
2025-08-14 13F Heritage Wealth Management, Inc. 3 816 −19,92 904 −14,39
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 135 675 −2,36 32 152 4,34
2025-08-11 13F Dorsey & Whitney Trust CO LLC 8 894 −12,62 2 108 −6,65
2025-07-08 13F Parallel Advisors, LLC 158 502 −4,59 37 562 1,97
2025-07-17 13F First County Bank /CT/ 2 407 −0,78 570 6,15
2025-08-11 13F Synergy Investment Management, LLC 1 380 −3,29 327 3,48
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-04-17 13F Retirement Solution Inc. 0 −100,00 0 −100,00
2025-07-22 13F Romano Brothers And Company 6 306 −11,11 1 494 −5,02
2025-05-14 13F Barnes Wealth Management Group, Inc 0 −100,00 0
2025-08-07 13F Winch Advisory Services, LLC 126 −18,18 30 −14,71
2025-07-09 13F Reyes Financial Architecture, Inc. 839 −23,03 199 −17,84
2025-08-04 13F Flagship Harbor Advisors, Llc 42 411 −6,25 10 050 0,19
2025-08-07 13F Rossmore Private Capital 46 407 −1,19 10 997 5,60
2025-07-14 13F Harbor Group, Inc. 5 791 −2,31 1 372 4,41
2025-08-11 13F Citigroup Inc 325 006 −2,98 77 020 3,68
2025-08-14 13F Herold Advisors, Inc. 1 233 −1,20 292 5,80
2025-05-12 13F Cahill Wealth Management, LLC 3 932 −2,33 872 −9,93
2025-08-01 13F Brookwood Investment Group LLC 11 810 −6,21 2 799 0,21
2025-04-28 13F Buffington Mohr McNeal 0 −100,00 0
2025-08-08 13F Foundations Investment Advisors, LLC 4 413 −17,87 1 046 −12,26
2025-08-14 13F NorthLanding Financial Partners, LLC 1 092 −75,46 259 −73,83
2025-07-31 13F Hanlon Investment Management, Inc. 13 566 −7,80 3 215 −1,47
2025-08-14 13F Susquehanna International Group, Llp 59 552 −61,85 14 113 −59,24
2025-08-05 13F Prosperity Consulting Group, LLC 3 093 −70,84 733 −68,84
2025-07-03 13F Trinity Financial Advisors LLC 5 769 −13,42 1 372 −2,35
2025-08-14 13F Susquehanna International Group, Llp Call 42 200 −20,38 10 001 −14,91
2025-07-23 13F Colony Family Offices, LLC 30 234 −0,21 7 189 7,00
2025-07-15 13F Capstone Wealth Management Group LLC 5 026 −6,48 1 191 0,00
2025-08-14 13F Susquehanna International Group, Llp Put 5 000 −57,98 1 185 −55,12
2025-08-13 13F Scotia Capital Inc. 9 887 −4,33 2 343 2,23
2025-07-29 13F Disciplined Investments, LLC 4 100 −0,77 972 6,00
2025-08-05 13F Welch & Forbes Llc 12 230 −0,09 2 898 6,78
2025-08-12 13F Team Hewins, LLC 2 020 −26,55 480 −21,35
2025-08-01 13F SYM FINANCIAL Corp 869 −8,33 206 −2,38
2025-08-12 13F Minot DeBlois Advisors LLC 13 748 −1,47 3 258 5,30
2025-08-05 13F Claro Advisors LLC 18 510 −7,62 4 387 −1,28
2025-07-31 13F Trademark Financial Management, LLC 1 375 −22,40 326 −17,30
2025-07-29 13F Sims Investment Management, Llc 1 597 −5,78 378 0,80
2025-07-30 13F Caliber Wealth Management, LLC / KS 3 076 −28,86 729 −24,01
2025-07-11 13F Scott Capital Advisors, LLC 131 841 −0,06 32 115 9,79
2025-08-08 13F Allianz Se 245 −99,26 58 −99,21
2025-07-15 13F Beacon Investment Advisory Services, Inc. 1 733 −5,46 411 0,99
2025-07-17 13F Greenleaf Trust 5 815 −2,87 1 378 3,84
2025-07-31 13F AlTi Global, Inc. 6 921 −0,07 1 646 7,17
2025-07-09 13F Aurelius Family Office LLC 23 397 −2,83 5 545 3,84
2025-08-12 13F Osborne Partners Capital Management, Llc 1 203 −15,64 285 −9,81
2025-08-14 13F Spectrum Financial Alliance Ltd LLC 45 629 −1,60 10 926 6,25
2025-08-11 13F HighTower Advisors, LLC 859 492 −6,13 203 683 0,32
2025-08-14 13F Aureus Asset Management, LLC 890 −19,09 211 −13,58
2025-07-11 13F Diversified Trust Co 12 259 −4,19 2 905 2,40
2025-07-23 13F Bluestem Financial Advisors, Llc 116 954 −0,42 27 716 6,42
2025-07-07 13F Global Wealth Strategies & Associates 23 −81,15 5 −81,48
2025-07-25 13F RoundAngle Advisors LLC 938 −10,24 222 −3,90
2025-08-04 13F Continental Investors Services, Inc. 0 −100,00 0
2025-08-05 13F Golden Bell Financial Planning LLC 1 649 −8,59 391 −2,50
2025-07-29 13F Crux Wealth Advisors 0 −100,00 0
2025-08-04 13F Bristlecone Advisors, LLC 63 441 −0,55 15 034 6,28
2025-08-01 13F PCA Investment Advisory Services Inc. 13 576 −0,73 3 217 6,10
2025-07-10 13F Marshall Financial Group LLC 5 041 −10,38 1 213 −2,73
2025-07-14 13F Maryland Capital Advisors Inc. 7 579 −3,40 1 796 3,28
2025-07-21 13F Custos Family Office, LLC 6 023 −10,47 1 427 −4,29
2025-07-16 13F Plancorp, LLC 19 403 −45,86 4 598 −42,14
2025-08-04 13F Savvy Advisors, Inc. 22 695 −1,41 5 378 5,37
2025-07-30 13F IMG Wealth Management, Inc. 2 317 −1,99 549 4,77
2025-08-08 13F Evolution Wealth Advisors, LLC 36 201 −10,46 8 579 −4,31
2025-08-04 13F Ledyard National Bank 0 −100,00 0
2025-07-31 13F Ground Swell Capital, LLC 0 −100,00 0
2025-07-21 13F HighMark Wealth Management LLC 241 −8,37 57 −1,72
2025-07-10 13F High Net Worth Advisory Group LLC 3 987 −33,45 945 −28,84
2025-08-13 13F Riverview Capital Advisers, LLC 53 189 −16,71 12 605 −10,99
2025-07-11 13F My Legacy Advisors, LLC 1 626 −55,73 398 −51,11
2025-07-16 13F TCI Wealth Advisors, Inc. 6 884 −0,56 1 631 6,25
2025-04-02 13F Marcum Wealth, LLC 182 267 −1,05 40 418 −8,68
2025-07-22 13F Compass Financial Group, INC/SD 6 386 −3,02 1 513 3,63
2025-08-14 13F Great Valley Advisor Group, Inc. 71 391 −0,96 16 919 5,84
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-07-14 13F Clayton Financial Group LLC 1 900 −90,21 450 −89,55
2025-08-12 13F Bedel Financial Consulting, Inc. 3 933 −15,96 932 −9,07
2025-07-23 13F Nbt Bank N A /ny 2 202 −0,18 522 6,54
2025-07-31 13F Cardinal Point Capital Management, ULC 0 −100,00 0
2025-08-11 13F Cascade Wealth Advisors, Inc 2 356 −38,44 566 −28,93
2025-08-12 13F Maripau Wealth Management Llc 12 049 −9,85 2 872 −3,07
2025-07-15 13F Retirement Income Solutions, Inc 855 −11,03 203 −5,16
2025-08-05 13F Bridgewater Advisors Inc. 4 167 −3,07 1 021 9,56
2025-08-14 13F STAR Financial Bank 7 167 −7,18 1 698 −0,82
2025-07-16 13F American National Bank 154 −9,94 36 −2,70
2025-07-18 13F Cooper Financial Group 4 699 −2,08 1 114 4,61
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 6 176 −0,44 1 464 6,40
2025-07-15 13F Main Street Group, LTD 2 178 −6,20 516 0,39
2025-07-16 13F Kendall Capital Management 5 910 −2,38 1 401 4,32
2025-07-30 13F Crewe Advisors LLC 85 513 −0,32 20 265 6,52
2025-07-18 13F Benchmark Wealth Management, LLC 33 732 −3,03 7 994 3,62
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-08-11 13F Arrow Financial Corp 49 129 −3,18 11 643 3,47
2025-08-01 13F May Hill Capital, LLC 26 762 −1,91 6 342 4,83
2025-08-14 13F Beaird Harris Wealth Management, LLC 7 959 −1,87 1 886 4,89
2025-07-17 13F Michels Family Financial, LLC 1 144 −1,29 271 5,45
2025-07-21 13F Keystone Financial Group, Inc. 236 −27,16 57 −19,72
2025-08-07 13F Montag A & Associates Inc 96 875 −22,92 23 034 −17,36
2025-07-21 13F West Financial Advisors, LLC 13 722 −1,49 3 252 5,28
2025-07-14 13F Armstrong Advisory Group, Inc 1 250 −39,02 296 −39,84
2025-07-31 13F Kathleen S. Wright Associates Inc. 14 590 −0,27 3 458 6,57
2025-08-08 13F Oak Harvest Investment Services 1 237 −11,96 293 −5,79
2025-08-05 13F Magnolia Capital Advisors Llc 2 465 −14,23 584 −8,32
2025-04-30 13F Sofos Investments, Inc. 134 −60,36 30 −67,78
2025-07-23 13F Penney Financial, LLC 23 260 −17,67 5 512 −12,01
2025-08-12 13F OneAscent Financial Services LLC 49 102 −50,38 12 −47,62
2025-07-22 13F Simplicity Wealth,LLC 2 962 −50,86 702 −47,53
2025-07-24 13F KFA Private Wealth Group, LLC 14 929 −0,21 3 538 6,63
2025-07-21 13F Zwj Investment Counsel Inc 1 346 −2,60 319 3,92
2025-07-24 13F WMG Financial Advisors, LLC 1 242 −6,90 294 −0,34
2025-08-14 13F Snowden Capital Advisors LLC 23 488 −16,95 5 585 −10,96
2025-08-11 13F Greykasell Wealth Strategies, Inc. 0 −100,00 0
2025-07-29 13F Horst & Graben Wealth Management LLC 1 803 −2,06 427 4,66
2025-08-07 13F Atala Financial Inc 2 098 −9,18 497 −2,93
2025-08-14 13F Benjamin Edwards Inc 22 690 −50,69 5 377 −47,30
2025-08-11 13F Novak & Powell Financial Services, Inc. 0 −100,00 0
2025-07-08 13F Partnership Wealth Management, LLC 982 −20,29 233 −15,02
2025-07-08 13F Webster Bank, N. A. 28 555 −0,12 6 767 6,74
2025-07-28 13F Rik Saylor Financial, Inc. 1 834 −0,97 435 5,85
2025-08-12 13F Frontier Asset Management, LLC 20 338 −46,66 4 820 −43,00
2025-08-08 13F Financial Gravity Companies, Inc. 103 −41,81 24 −42,86
2025-08-15 13F Optimist Retirement Group LLC 16 503 −5,00 3 911 1,51
2025-08-14 13F Acas, Llc 3 755 −1,05 939 13,97
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 3 209 −13,04 1
2025-07-08 13F Lpwm Llc 1 990 −3,68 472 2,84
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-14 13F Mission Creek Capital Partners, Inc. 1 086 −37,01 257 −32,72
2025-07-28 13F Revolve Wealth Partners, LLC 8 598 −4,72 2 037 1,80
2025-07-22 13F Relyea Zuckerberg Hanson LLC 1 760 −1,46 417 5,30
2025-07-18 13F Warren Street Wealth Advisors, LLC 1 090 −3,80 258 2,79
2025-05-06 13F Compass Financial Group, Inc. 0 −100,00 0
2025-07-21 13F/A Abacus Planning Group, Inc. 23 291 −4,92 5 519 1,60
2025-07-23 13F Independent Solutions Wealth Management, LLC 2 413 −5,63 572 −0,52
2025-07-23 13F Litman Gregory Asset Management LLC 1 954 −13,31 463 −7,21
2025-07-08 13F Davis Investment Partners, LLC 1 137 −16,76 272 −4,23
2025-07-10 13F Arbor Wealth Advisors LLC 50 350 −0,04 11 932 6,82
2025-07-23 13F First Merchants Corp 20 174 −16,55 4 781 −10,82
2025-07-17 13F Gleason Group, Inc. 19 120 −0,57 4 531 6,26
2025-07-17 13F Johnson Bixby & Associates, LLC 34 186 −4,56 8 101 1,99
2025-07-28 13F Davidson Investment Advisors 28 047 −83,13 6 647 −81,97
2025-08-12 13F Manchester Capital Management LLC 25 001 −19,55 5 925 −14,03
2025-08-13 13F MONECO Advisors, LLC 10 856 −27,05 2 573 −22,06
2025-07-18 13F Pacific Point Advisors, LLC 3 089 −0,99 732 5,93
2025-04-28 13F O'Brien Wealth Partners LLC 0 −100,00 0
2025-07-07 13F Bangor Savings Bank 3 238 −4,29 767 2,27
2025-07-18 13F Truist Financial Corp 449 593 −7,09 106 545 −0,71
2025-08-11 13F Alteri Wealth LLC 1 876 −16,70 445 −11,02
2025-07-25 13F PrairieView Partners, LLC 43 181 −21,15 10 −16,67
2025-08-19 13F Anchor Investment Management, LLC 6 847 −2,88 1 623 3,77
2025-07-25 13F Parker Financial LLC 10 985 −6,95 2 603 −0,57
2025-07-30 13F Axiom Financial Strategies, LLC 36 647 −0,81 8 685 5,99
2025-08-14 13F Archetype Wealth Partners 30 138 −2,67 7 16,67
2025-07-17 13F Eagle Bluffs Wealth Management LLC 3 502 −4,84 833 1,96
2025-07-07 13F Wilson & Boucher Capital Management, LLC 19 872 −3,54 4 709 3,09
2025-08-12 13F Mystic Asset Management, Inc. 17 058 −0,80 4 042 6,01
2025-07-17 13F Sound Income Strategies, LLC 501 −22,80 119 −18,06
2025-08-04 13F Heritage Investors Management Corp 146 132 −0,31 35 6,25
2025-07-22 13F Berkshire Money Management, Inc. 765 −26,93 181 −21,98
2025-08-12 13F Northstar Financial Companies, Inc. 11 268 −0,78 2 670 6,04
2025-07-16 13F/A CX Institutional 207 192 −8,41 49 −2,00
2025-07-16 13F Dakota Wealth Management 14 082 −0,74 3 337 6,10
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-12 13F Franklin Resources Inc 20 585 −27,17 4 878 −22,16
2025-07-15 13F Bfsg, Llc 195 −39,25 46 −35,21
2025-07-30 13F Fiduciary Family Office, Llc 9 851 −28,14 2 334 −23,20
2025-08-05 13F Arrowroot Family Office, LLC 5 135 −26,30 1 217 −27,32
2025-08-07 13F 1st Source Bank 4 112 −0,05 974 6,80
2025-08-04 13F Twin City Private Wealth, Llc 776 −7,29 184 −0,54
2025-04-16 13F Kelly Financial Group Llc 0 −100,00 0
2025-05-14 13F Legacy Financial Advisors, Inc. 0 −100,00 0
2025-07-17 13F Enclave Advisors LLC 0 −100,00 0
2025-08-15 13F Howland Capital Management Llc 7 447 −2,46 1 771 4,55
2025-08-14 13F Vista Capital Partners, Inc. 265 630 −2,60 62 949 4,09
2025-08-04 13F Buck Wealth Strategies, LLC 1 705 −26,76 404 −21,90
2025-08-05 13F BEAM Asset Management, LLC 16 770 −5,91 3 974 0,56
2025-07-30 13F Rehmann Capital Advisory Group 30 746 −3,13 7 286 3,52
2025-04-29 NP DYTA - SGI Dynamic Tactical ETF 13 624 −77,77 3 237 −79,73
2025-08-13 13F Meridian Wealth Partners, LLC 4 858 −4,33 1 151 2,31
2025-08-01 13F American Financial & Tax Strategies Inc 1 860 −7,92 441 −1,57
2025-08-13 13F Townsquare Capital Llc 5 428 −94,24 1 286 −93,84
2025-07-03 13F TrueWealth Advisors, LLC 1 470 −8,12 348 −1,69
2025-05-14 13F PKS Advisory Services, LLC 0 −100,00 0
2025-08-05 13F Elyxium Wealth, LLC 2 871 −27,54 680 −22,55
2025-07-22 13F Checchi Capital Advisers, LLC 15 340 −1,52 3 635 5,24
2025-08-12 13F Cynosure Management, Llc 44 743 −1,34 10 603 5,44
2025-07-01 13F Harbor Investment Advisory, Llc 3 094 −30,24 733 −25,43
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 327 277 −14,37 78 −8,33
2025-05-14 13F Zacks Investment Management 0 −100,00 0
2025-07-09 13F Procyon Private Wealth Partners, LLC 11 321 −1,57 2 683 5,18
2025-08-08 13F Starr Indemnity & Liability Co 0 −100,00 0
2025-08-05 13F Freestone Capital Holdings, LLC 20 296 −5,06 4 810 1,46
2025-07-22 13F PUREfi Wealth, LLC 0 −100,00 0
2025-05-02 13F Prevail Innovative Wealth Advisors, Llc 0 −100,00 0
2025-07-16 13F Newton One Investments LLC 20 711 −1,13 4 908 5,66
2025-07-24 13F KC Investment Advisors, LLC 864 −97,61 205 −97,46
2025-07-18 13F Tanager Wealth Management LLP 10 574 −0,66 2 506 6,19
2025-07-30 13F Sentry LLC 1 048 −2,96 248 3,77
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-07-30 13F DecisionMap Wealth Management, LLC 1 345 −5,15 319 1,27
2025-08-08 13F Larson Financial Group LLC 20 707 −7,02 4 907 −0,63
2025-07-17 13F Camelot Portfolios, LLC 8 054 −9,32 1 909 −3,10
2025-08-05 13F Key FInancial Inc 1 357 −13,35 322 −7,49
2025-08-12 13F CIBC Private Wealth Group, LLC 1 180 480 −2,73 279 750 18,98
2025-07-21 13F TFG Advisers LLC 5 178 −4,25 1 227 2,34
2025-07-17 13F Moss Adams Wealth Advisors LLC 3 205 −4,19 762 2,83
2025-07-22 13F DBK Financial Counsel, LLC 5 597 −1,93 1 326 4,82
2025-08-14 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-08-11 13F Capital Square, LLC 2 345 −7,86 568 0,71
2025-07-18 13F Parsons Capital Management Inc/ri 12 422 −6,58 2 944 −0,17
2025-08-14 13F Citadel Advisors Llc Put 8 600 −40,28 2 038 −36,17
2025-07-25 13F Wells Financial Advisors INC 10 458 −7,78 2 478 −1,43
2025-08-05 13F Tsfg, Llc 776 −24,07 0
2025-08-14 13F Citadel Advisors Llc Call 6 500 −46,28 1 540 −42,60
2025-08-14 13F Citadel Advisors Llc 8 791 −54,82 2 083 −51,72
2025-04-29 13F Baker Boyer National Bank 0 −100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 5 358 −46,87 1 270 −43,25
2025-07-22 13F Legacy Trust 976 −14,08 231 −7,97
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 2 409 −99,18 534 −99,24
2025-04-15 13F Accurate Wealth Management, LLC 0 −100,00 0 −100,00
2025-04-10 13F Arthur M. Cohen & Associates, Llc 0 −100,00 0
2025-08-13 13F IAG Wealth Partners, LLC 1 612 −2,89 382 3,80
2025-07-31 13F City State Bank 9 719 −1,87 2 303 4,87
2025-08-18 13F/A National Bank Of Canada /fi/ 18 379 −41,07 4 356 −37,02
2025-07-22 13F Innovative Wealth Building LLC 3 433 −16,27 813 −10,56
2025-07-09 13F Central Bank & Trust Co 0 −100,00 0
2025-07-31 13F Fiduciary Wealth Partners, LLC 21 566 −60,19 5 111 −57,46
2025-08-04 13F Roble, Belko & Company, Inc 18 416 −4,62 4 0,00
2025-08-07 13F Flagship Wealth Advisors, Llc 4 762 −6,02 1 128 0,45
2025-08-13 13F F/M Investments LLC 1 566 −55,17 367 −52,52
2025-08-13 13F American Money Management, LLC 3 695 −0,19 876 6,71
2025-08-05 13F Elm Partners Management LLC 25 656 −35,35 6 080 −30,92
2025-07-22 13F Penobscot Investment Management Company, Inc. 2 297 −5,63 544 0,93
2025-07-09 13F Beacon Financial Group 4 766 −8,92 1 129 −2,67
2025-07-17 13F Alpine Bank Wealth Management 16 036 −22,40 3 800 −17,07
2025-07-10 13F Global Financial Private Client, LLC 1 729 −0,69 410 5,96
2025-05-15 13F Family Office Research LLC 0 −100,00 0
2025-08-13 13F 1832 Asset Management L.P. 618 335 −21,79 146 533 −16,41
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-08-05 13F Gilbert & Cook, Inc. 991 −0,30 235 6,36
2025-08-14 13F Fiduciary Trust Co 31 059 −5,93 7 360 0,53
2025-08-11 13F Great Lakes Advisors, Llc 14 167 −11,07 3 357 −4,95
2025-08-12 13F Allen Capital Group, LLC 2 057 −6,03 487 0,41
2025-08-11 13F GW&K Investment Management, LLC 5 860 −28,21 1 0,00
2025-08-12 13F Farmers National Bank 3 107 −0,03 736 6,82
2025-08-08 13F Creative Planning 1 965 440 −1,66 465 770 5,10
2025-07-17 13F Stockman Wealth Management, Inc. 1 481 −1,27 351 5,42
2025-05-15 13F Proquility Private Wealth Partners, LLC 46 001 −0,97 10 201 −8,61
2025-08-13 13F My Purposeful Wealth Corp. 1 442 −1,57 347 7,10
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-08 13F Thoroughbred Financial Services, Llc 17 781 −9,77 4 0,00
2025-04-24 13F Financial Life Advisors 0 −100,00 0
2025-07-29 13F Lyell Wealth Management, Lp 2 408 −11,70 571 −5,63
2025-08-11 13F Morling Financial Advisors, LLC 889 −23,03 211 −17,97
2025-07-30 13F Warther Private Wealth, LLC 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 1 036 −28,30 245 −23,44
2025-08-20 13F/A Coppell Advisory Solutions LLC 1 978 −1,93 470 7,32
2025-07-09 13F Affinity Capital Advisors, LLC 7 943 −1,08 1 882 13,92
2025-07-30 13F Nottingham Advisors, Inc. 873 −30,93 207 −26,43
2025-08-14 13F Van Den Berg Management I, Inc 7 −46,15 2 −50,00
2025-08-13 13F Wealthedge Investment Advisors, Llc 2 253 −36,18 534 −31,71
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-15 13F Northeast Financial Consultants Inc 2 807 −0,07 665 6,91
2025-07-18 13F BSW Wealth Partners 4 597 −16,74 1 089 −11,03
2025-07-17 13F Investment Research & Advisory Group, Inc. 12 017 −0,64 2 848 6,19
2025-07-07 13F Modus Advisors, LLC 9 736 −1,13 2 307 5,68
2025-07-22 13F James Reed Financial Services, Inc. 0 −100,00 0
2025-07-11 13F Rockwood Wealth Management, LLC 5 840 −2,39 1 384 4,30
2025-05-08 13F North Star Asset Management Inc 0 −100,00 0
2025-07-08 13F Nbc Securities, Inc. 6 194 −0,03 1 0,00
2025-08-13 13F Provida Pension Fund Administrator 0 −100,00 0 −100,00
2025-07-23 13F L.K. Benson & Company, P.C. 3 784 −0,58 897 6,16
2025-07-24 13F Capital Advisors, Ltd. LLC 2 178 −10,48 1
2025-08-08 13F Fiera Capital Corp 5 152 −50,88 1 221 −47,53
2025-08-11 13F VSM Wealth Advisory, LLC 380 −99,29 105 −99,12
2025-08-13 13F Balanced Wealth Group Llc 20 285 −0,81 4 900 8,03
2025-07-03 13F Collective Family Office Llc 7 405 −1,71 1 755 5,03
2025-08-06 13F Simmons Bank 8 949 −15,54 2 121 −9,75
2025-07-25 13F Sequoia Financial Advisors, LLC 28 807 −16,91 6 827 −11,20
2025-07-17 13F Venture Visionary Partners LLC 34 965 −5,04 8 286 1,48
2025-07-18 13F First United Bank Trust/ 13 774 −13,69 3 264 −7,74
2025-08-12 13F Retirement Planning Co of New England, Inc. 7 189 −2,52 1 704 4,16
2025-08-14 13F Jane Street Group, Llc 10 039 −10,37 2 379 −4,19
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 44 668 −31,37 10 585 −26,66
2025-07-15 13F Farrell Financial LLC 24 503 −0,72 5 807 6,08
2025-08-13 13F Holos Integrated Wealth LLC 9 416 −12,18 2 261 −4,92
2025-07-23 13F Capital Management Associates, Inc 29 107 −49,29 6 898 −45,81
2025-07-09 13F Westbourne Investments, Inc. 1 590 −1,55 377 5,03
2025-07-17 13F/A Capital Investment Advisors, LLC 7 432 −7,68 1 761 −1,34
2025-07-17 13F Janney Montgomery Scott LLC 191 671 −14,72 45 −8,16
2025-07-15 13F Sheets Smith Wealth Management 1 351 −0,15 320 6,67
2025-08-14 13F Vident Advisory, LLC 1 500 −71,20 356 −69,26
2025-08-13 13F Rinkey Investments 27 344 −16,84 6 480 −11,14
2025-08-08 13F Your Advocates Ltd., LLP 5 −58,33 1 −50,00
2025-07-28 13F Duncker Streett & Co Inc 7 613 −3,14 1 804 3,50
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 55 633 −1,43 13 184 5,34
2025-05-15 13F Nia Impact Advisors, Llc 0 −100,00 0
2025-07-15 13F Well Done, LLC 0 −100,00 0
2025-05-15 13F Core Wealth Advisors, Inc. 0 −100,00 0
2025-08-04 13F UNIVEST FINANCIAL Corp 1 407 −66,40 333 −64,12
2025-07-25 13F Midwest Capital Advisors, LLC 489 −69,72 116 −67,88
2025-08-07 13F Sound View Wealth Advisors Group, LLC 1 942 −33,20 460 −28,57
2025-04-16 13F Krilogy Financial LLC 0 −100,00 0 −100,00
2025-07-15 13F Oak Wealth Advisors LLC 5 194 −3,33 1 231 3,27
2025-08-08 13F Petix & Botte Co 14 208 −1,81 3 367 4,93
2025-08-07 13F Grange Capital, LLC 5 951 −56,12 1 410 −53,11
2025-08-12 13F Forum Private Client Group LLC 1 399 −1,89 331 4,75
2025-07-24 13F Weaver Capital Management LLC 0 −100,00 0
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 1 212 −1,86 296 16,60
2025-07-31 13F Lee Danner & Bass Inc 4 006 −0,62 949 6,27
2025-08-08 13F Kaizen Financial Strategies 1 389 −29,13 329 −24,19
2025-08-13 13F Trustmark National Bank Trust Department 336 725 −11,28 79 797 −5,19
2025-08-14 13F Vista Private Wealth Partners. LLC 2 633 −0,79 624 6,12
2025-07-31 13F Conservest Capital Advisors, Inc. 3 898 −1,69 924 5,01
2025-05-14 13F Sellwood Investment Partners LLC 0 −100,00 0
2025-07-23 13F Values Added Financial LLC 1 441 −29,71 341 −24,89
2025-08-14 13F Ruggaard & Associates LLC 27 078 −5,32 6 417 1,18
2025-08-14 13F Ancora Advisors, LLC 30 837 −1,10 7 308 5,68
2025-07-22 13F Fortitude Advisory Group L.L.C. 1 228 −9,31 291 5,05
2025-07-31 13F Waldron Private Wealth LLC 17 969 −10,26 4 272 −3,78
2025-07-16 13F Embree Financial Group 8 800 −3,51 2 085 3,12
2025-07-29 13F TFC Financial Management 9 895 −10,69 2 345 −4,56
2025-07-16 13F Traveka Wealth, LLC 7 014 −27,04 1 662 −22,01
2025-07-23 13F Elm3 Financial Group, LLC 2 291 −4,30 543 2,26
2025-08-01 13F Motley Fool Wealth Management, LLC 5 809 −10,40 1 377 −4,24
2025-07-22 13F Warwick Investment Management, Inc. 30 178 −9,55 7 152 −3,34
2025-08-06 13F SOUTH STATE Corp 61 932 −21,76 14 677 −16,39
2025-08-08 13F King Wealth 5 381 −0,41 1 0,00
2025-08-13 13F Brown Advisory Inc 96 741 −24,04 22 926 −18,82
2025-07-28 13F Arlington Financial Advisors, LLC 0 −100,00 0
2025-07-16 13F John W. Brooker & Co., CPAs 0 −100,00 0
2025-07-16 13F Highline Wealth Partners Llc 6 830 −1,78 1 619 4,93
2025-08-04 13F Rede Wealth, LLC 2 044 −4,58 484 2,11
2025-08-13 13F Arjuna Capital 2 −98,32 0 −100,00
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-01 13F Red Lighthouse Investment Management, Llc 535 −92,98 127 −92,77
2025-08-01 13F Penobscot Wealth Management 2 324 −0,30 551 6,59
2025-04-15 13F Redhawk Wealth Advisors, Inc. 0 −100,00 0
2025-07-22 13F Mascoma Wealth Management LLC 1 756 −10,22 416 −3,93
2025-07-23 13F High Note Wealth, LLC 46 520 −1,43 11 024 5,34
2025-07-29 13F Commons Capital, Llc 897 −5,38 213 0,95
2025-07-30 13F First Citizens Bank & Trust Co 6 518 −31,83 1 545 −27,17
2025-08-14 13F BTG Pactual Asset Management US LLC 29 113 −2,07 6 899 4,66
2025-07-15 13F SJS Investment Consulting Inc. 1 164 −16,74 276 −11,29
2025-05-22 13F Mattson Financial Services, LLC 0 −100,00 0
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 131 523 −1,67 31 168 5,08
2025-07-23 13F Joel Isaacson & Co., LLC 186 730 −1,70 44 251 5,05
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 16 892 −9,56 4 003 −3,33
2025-07-07 13F Upper Left Wealth Management, LLC 5 282 −10,58 1 252 −4,43
2025-07-22 13F Apexium Financial, Lp 3 340 −1,85 793 5,04
2025-08-14 13F Freedom Financial Partners LLC 5 351 −0,54 1 268 6,29
2025-08-11 13F Resurgent Financial Advisors LLC 0 −100,00 0
2025-07-30 13F Studio Investment Management Llc 0 −100,00 0
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-16 13F Moneywise, Inc. 4 899 −62,50 1 161 −59,94
2025-07-18 13F Swp Financial Llc 9 972 −0,93 2 363 6,11
2025-08-11 13F Advisor Resource Council 2 560 −94,89 607 −94,26
2025-08-18 13F Goodman Advisory Group, LLC 0 −100,00 0
2025-07-29 13F Aspiriant, Llc 70 004 −6,14 16 589 0,31
2025-05-09 13F Wade Financial Advisory, Inc 11 456 −6,44 2 540 −13,66
2025-08-05 13F Cassaday & Co Wealth Management LLC 2 171 −20,36 515 −14,90
2025-07-09 13F Alesco Advisors Llc 12 456 −0,10 2 952 6,77
2025-08-13 13F Fisher Asset Management, LLC 1 814 −11,90 430 −5,70
2025-07-15 13F Ballentine Partners, LLC 46 768 −14,91 11 083 −9,07
2025-07-24 13F 3Chopt Investment Partners, LLC 96 690 −0,82 22 990 6,35
2025-08-07 13F Meridian Financial Partners LLC 1 600 −7,25 0
2025-08-08 13F Citizens Financial Group Inc/ri 174 198 −14,51 41 417 −8,33
2025-07-10 13F Oldfather Financial Services, LLC 31 970 −0,60 7 576 6,23
2025-06-03 13F Invst, LLC 1 451 −4,16 322 −11,57
2025-07-15 13F BCS Wealth Management 8 278 −2,67 2 0,00
2025-07-23 13F Drake & Associates, LLC 1 275 −6,52 302 0,00
2025-07-28 13F Elmwood Wealth Management, Inc. 1 051 −33,14 249 −28,74
2025-08-14 13F MidWestOne Financial Group, Inc. 7 671 −1,12 1 818 5,64
2025-08-14 13F Becker Capital Management Inc 3 296 −0,54 784 6,68
2025-08-14 13F Paragon Private Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Glen Eagle Advisors, LLC 962 −7,68 228 −1,73
2025-08-13 13F Grove Street Fiduciary, LLC 5 409 −3,62 1 282 2,97
2025-07-23 13F Gentry Private Wealth, Llc 0 −100,00 0
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-08-06 13F Convergence Financial, LLC 1 823 −10,90 432 −4,64
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 1 648 −3,00 391 3,72
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 9 778 −3,55 2 317 3,07
2025-07-16 13F Signaturefd, Llc 20 288 −88,14 4 808 −87,33
2025-08-05 13F Westside Investment Management, Inc. 9 202 −6,47 2 185 0,09
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 0 −100,00 0
2025-07-17 13F Beacon Capital Management, LLC 1 078 −18,46 256 −12,97
2025-05-08 13F First Foundation Advisors 0 −100,00 0
2025-07-18 13F Northstar Group, Inc. 3 020 −0,76 716 6,08
2025-08-26 13F Claris Financial LLC 3 943 −11,89 934 −13,12
2025-08-01 13F Transcend Wealth Collective, Llc 12 141 −3,92 2 877 2,68
2025-07-11 13F Annex Advisory Services, LLC 30 885 −9,59 7 319 −3,38
2025-07-23 13F Steel Peak Wealth Management LLC 0 −100,00 0
2025-05-06 13F Advocacy Wealth Management Services, LLC 0 −100,00 0
2025-04-11 13F Safeguard Financial, LLC 2 994 −14,63 664 −21,26
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 2 033 −6,83 482 −0,41
2025-08-11 13F NewEdge Wealth, LLC 117 804 −2,10 28 312 6,11
2025-07-17 13F ERn Financial, LLC 2 057 −0,29 487 6,56
2025-08-13 13F RW Investment Management LLC 34 618 −0,54 8 204 6,30
2025-08-06 13F Maltin Wealth Management, Inc. 0 −100,00 0
2025-08-14 13F Keebeck Wealth Management, LLC 1 363 −0,07 324 7,28
2025-08-08 13F Investment Partners, Ltd. 6 656 −0,52 1 577 6,34
2025-08-07 13F Nwam Llc 16 519 −1,66 4 032 8,24
2025-07-11 13F SILVER OAK SECURITIES, Inc 11 042 −3,50 2 617 3,20
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 43 917 −3,44 10 407 3,19
2025-07-28 13F Delap Wealth Advisory, Llc 1 342 −28,99 318 −24,34
2025-07-24 13F Robertson Stephens Wealth Management, LLC 34 690 −4,33 8 248 2,59
2025-08-07 13F Fonville Wealth Management LLC 42 428 −0,79 10 067 7,21
2025-07-10 13F Pachira Investments Inc. 2 648 −7,02 628 −0,63
2025-08-07 13F Topel & Distasi Wealth Management, LLC 10 666 −41,94 2 528 −37,96
2025-07-24 13F Us Bancorp \de\ 279 894 −0,65 66 331 6,17
2025-07-22 13F Fishman Jay A Ltd/mi 25 609 −4,81 6 069 1,73
2025-07-22 13F Accel Wealth Management 2 496 −5,31 592 1,20
2025-04-24 13F Copeland Capital Management, LLC 0 −100,00 0
2025-08-05 13F Sigma Planning Corp 24 570 −2,69 5 823 4,00
2025-08-18 13F Geneos Wealth Management Inc. 12 750 −7,99 3 021 −1,66
2025-08-14 13F Wit, Llc 244 855 −89,11 58 026 −78,15
2025-07-22 13F Berger Financial Group, Inc 7 379 −0,16 1 749 6,72
2025-07-07 13F Nova Wealth Management, Inc. 11 −50,00 3 −50,00
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9 859 −6,59 2 336 −0,13
2025-07-23 13F Intergy Private Wealth, LLC 1 644 −17,59 390 −11,99
2025-08-11 13F Principal Securities, Inc. 34 695 −27,14 8 222 −28,14
2025-07-15 13F RVW Wealth, LLC 1 075 −21,30 255 −15,89
2025-08-11 13F Mosaic Advisors LLC 7 382 −32,74 1 749 −28,11
2025-07-14 13F Chapin Davis, Inc. 2 417 −2,22 573 4,38
2025-07-18 13F Columbia Asset Management 12 436 −4,16 2 947 2,43
2025-07-08 13F Adamsbrown Wealth Consultants Llc 1 904 −2,56 451 4,16
2025-08-08 13F Burling Wealth Partners, Llc 55 832 −2,33 13 231 4,39
2025-08-04 13F Partners in Financial Planning 6 941 −0,52 1 645 6,27
2025-08-01 13F Cedar Point Capital Partners, LLC 1 602 −0,74 380 6,16
2025-08-13 13F Gibson Wealth Advisors LLC 12 088 −1,10 2 865 5,68
2025-05-08 13F Us Financial Advisors, Llc 34 700 −3,56 7 695 −11,00
2025-07-25 13F Northwest Capital Management Inc 891 −20,80 211 −15,26
2025-08-06 13F Stonebridge Financial Planning Group, LLC 2 286 −3,38 542 3,24
2025-08-13 13F Millington Financial Advisors, LLC 4 062 −22,11 1 005 −6,43
2025-08-08 13F Chandler Asset Management, Inc. 268 285 −6,72 63 578 −0,31
2025-08-07 13F Cahill Financial Advisors Inc 7 955 −2,95 1 885 3,74
2025-08-08 13F Austin Wealth Management, LLC 940 −12,72 227 −1,73
2025-07-21 13F New Century Financial Group, LLC 1 213 −58,81 287 −55,98
2025-08-06 13F Wsfs Capital Management, Llc 3 092 −4,12 733 2,38
2025-07-31 13F Gallagher Capital Advisors, LLC 0 −100,00 0
2025-07-23 13F 1 North Wealth Services Llc 660 −3,37 156 3,31
2025-07-08 13F Northstar Advisory Group, LLC 983 −1,11 233 5,45
2025-07-02 13F Howard Financial Services, Ltd. 0 −100,00 0
2025-07-17 13F Flywheel Private Wealth LLC 2 644 −15,36 626 −9,54
2025-04-28 13F Sterling Group Wealth Management, LLC 0 −100,00 0
2025-07-31 13F Buckingham Strategic Partners 74 234 −1,66 17 592 5,10
2025-07-24 13F Folger Nolan Fleming Douglas Capital Management, Inc 25 670 −1,41 6 083 5,37
2025-08-06 13F Vantage Financial Partners, LLC 3 604 −2,62 854 4,15
2025-07-09 13F Dynamic Advisor Solutions LLC 35 796 −10,27 8 483 −4,11
2025-07-24 13F Agate Pass Investment Management, LLC 42 427 −4,94 10 054 1,59
2025-08-11 13F Pineridge Advisors LLC 66 −18,52 16 −16,67
2025-07-30 13F Forum Financial Management, LP 1 235 −2,76 293 3,91
2025-09-05 13F/A Prospera Capital Management, LLC 2 038 −1,45 485 5,68
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-25 13F Gibson Capital, LLC 5 338 −8,11 1 265 −1,79
2025-08-13 13F Shepherd Financial Partners LLC 1 548 −18,65 367 −13,06
2025-07-29 13F Signature Estate & Investment Advisors Llc 23 591 −11,22 5 591 −5,13
2025-08-11 13F Atlantic Private Wealth, LLC 334 −40,36 79 −36,29
2025-08-01 13F Schmidt P J Investment Management Inc 1 624 −14,71 385 −9,00
2025-08-14 13F Financial Engines Advisors L.L.C. 93 286 −1,20 22 107 5,59
2025-08-14 13F Toroso Investments, LLC 21 713 −32,39 5 146 −27,75
2025-07-15 13F Sara-Bay Financial 2 109 −11,68 500 −5,67
2025-07-18 13F Naples Global Advisors, Llc 3 989 −3,04 948 3,95
2025-05-22 13F Wbi Investments, Inc. 0 −100,00 0
2025-07-24 13F Financial Connections Group, Inc. 258 −64,27 0
2025-08-05 13F Dynasty Wealth Management, Llc 33 691 −3,37 7 984 3,27
2025-08-08 13F C V Starr & Co Inc 0 −100,00 0
2025-09-04 13F ZynergyRetirementPlanningLLC 1 354 −4,11 321 −5,60
2025-08-08 13F Kingsview Wealth Management, LLC 12 382 −13,79 2 934 −7,85
2025-08-08 13F ProVise Management Group, LLC 1 352 −32,30 320 −27,60
2025-07-24 13F Lee Financial Co 6 290 −2,16 1 492 4,63
2025-05-13 13F Montag & Caldwell, Llc 0 −100,00 0
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 341 352 −6,50 80 894 −0,08
2025-08-08 13F Laurel Wealth Planning LLC 4 257 −1,23 1 009 5,55
2025-07-09 13F Massmutual Trust Co Fsb/adv 9 410 −0,79 2 230 5,99
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 10 306 −7,74 2 442 −1,41
2025-08-11 13F Westover Capital Advisors, LLC 6 054 −0,36 1 435 6,46
2025-08-08 13F Wiser Advisor Group LLC 6 974 −13,02 1 653 −7,03
2025-07-18 13F TruNorth Capital Management, LLC 1 569 −53,14 372 −50,00
2025-08-12 13F Putnam Fl Investment Management Co 6 514 −52,26 1 544 −49,01
2025-07-28 13F Nadler Financial Group, Inc. 16 676 −6,54 3 952 −0,13
2025-08-12 13F Pettyjohn, Wood & White, Inc 2 945 −2,00 698 4,65
2025-08-19 13F Newbridge Financial Services Group, Inc. 453 −9,94 107 −3,60
2025-07-16 13F Evergreen Private Wealth LLC 0 −100,00 0
2025-08-14 13F Douglass Winthrop Advisors, LLC 1 761 −5,12 417 1,46
2025-07-30 13F Granite Harbor Advisors, Inc. 2 010 −0,59 476 6,25
2025-07-11 13F Petredis Investment Advisors Llc 40 713 −53,71 9 648 −50,53
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 300 −30,56 71 −25,26
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 2 928 −97,31 694 −97,13
2025-05-14 13F Hobbs Group Advisors, LLC 0 −100,00 0
2025-07-14 13F Caitlin John, LLC 4 282 −3,73 1 015 2,84
2025-08-12 13F Camden National Bank 0 −100,00 0
2025-07-14 13F Pacifica Partners Inc. 0 −100,00 0
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 3 921 −3,94 929 2,65
2025-07-09 13F Byrne Asset Management LLC 164 −16,33 39 −11,63
2025-05-08 13F XTX Topco Ltd 0 −100,00 0
2025-08-08 13F Maple Capital Management, Inc. 0 −100,00 0
2025-07-23 13F Waycross Investment Management Co 0 −100,00 0
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 2 294 −7,24 549 0,18
2025-07-31 13F Sage Mountain Advisors LLC 45 340 −0,20 10 745 6,65
2025-08-12 13F Nuveen, LLC 23 110 −63,13 5 477 −60,60
2025-05-19 13F Smith Asset Management Co., LLC 2 001 −1,86 444 −9,41
2025-04-28 13F TKG Advisors, LLC 0 −100,00 0
2025-08-11 13F Nordwand Advisors, LLC 0 −100,00 0
2025-05-15 13F WealthTrak Capital Management LLC 0 −100,00 0
2025-07-11 13F Capital Advantage, Inc. 21 034 −28,81 4 985 −29,78
2025-08-07 13F Mayport, Llc 16 318 −3,28 3 867 3,37
2025-07-24 13F Etesian Wealth Advisors, Inc. 2 290 −4,30 543 2,26
2025-07-24 13F MA Private Wealth 5 135 −37,85 1 217 −33,62
2025-05-01 13F Quest 10 Wealth Builders, Inc. 2 351 −15,25 521 −21,77
2025-07-25 13F Sharp Financial Services, LLC 1 050 −39,13 249 −35,08
2025-08-13 13F Pinkerton Retirement Specialists, LLC 0 −100,00 0
2025-05-05 13F Financial Harvest, LLC 0 −100,00 0
2025-07-14 13F Narus Financial Partners, LLC 12 951 −24,18 3 069 −18,96
2025-08-06 13F Commonwealth Equity Services, Llc 1 099 191 −2,47 260 4,42
2025-07-18 13F Consolidated Portfolio Review Corp 19 791 −0,58 4 690 6,25
2025-08-11 13F FineMark National Bank & Trust 3 564 −48,08 845 −44,55
2025-08-18 13F/A Westwood Holdings Group Inc 27 903 −0,64 6 612 6,18
2025-07-23 13F Axos Invest Inc. 1 116 −5,34 264 1,15
2025-07-31 13F Leavell Investment Management, Inc. 116 307 −1,56 27 654 5,55
2025-08-14 13F Balanced Rock Investment Advisor 2 303 −43,11 546 −39,24
2025-07-17 13F LifeGuide Financial Advisors, LLC 1 739 −3,76 412 3,00
2025-07-25 13F SPC Financial, Inc. 2 754 −96,05 653 −95,78
2025-08-07 13F Brio Consultants, LLC 5 503 −53,07 1 304 −49,85
2025-08-14 13F First Financial Bankshares Inc 1 588 −9,10 376 −2,84
2025-08-08 13F Truepoint, Inc. 2 577 −16,06 611 −10,29
2025-08-12 13F Jefferies Financial Group Inc. 0 −100,00 0
2025-08-14 13F Modern Wealth Management, LLC 16 176 −4,72 3 833 1,83
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 119 −26,54 28 −20,00
2025-07-23 13F Optas, LLC 16 809 −51,97 3 984 −48,68
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-07-30 13F Berkeley Capital Partners, LLC 5 990 −0,56 1 419 6,29
2025-07-30 13F Cabot-Wellington, LLC 8 639 −44,99 2 047 −41,21
2025-07-10 13F Anderson Hoagland & Co 10 514 −0,04 2 492 22,29
2025-08-11 13F PAX Financial Group, LLC 14 764 −2,05 3 499 4,67
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-17 13F LexAurum Advisors, LLC 4 314 −13,09 1 022 −7,09
2025-08-04 13F Noesis Capital Mangement Corp 1 470 −14,09 348 −8,18
2025-07-25 13F Atria Wealth Solutions, Inc. 62 308 −46,89 14 897 −42,74
2025-08-12 13F GDS Wealth Management 1 320 −26,99 313 −22,00
2025-07-24 13F Morton Brown Family Wealth, LLC 8 242 −0,35 1 953 6,49
2025-07-21 13F Sterling Investment Counsel, LLC 0 −100,00 0
2025-07-07 13F O'Connor Financial Group LLC 7 414 −84,47 1 803 −82,96
2025-08-14 13F Staley Capital Advisers Inc 51 435 −4,58 12 189 1,97
2025-07-16 13F Magnus Financial Group LLC 17 675 −5,99 4 189 0,46
2025-08-14 13F Bank Of America Corp /de/ Put 0 −100,00 0 −100,00
2025-07-22 13F Global Strategic Investment Solutions, LLC 5 368 −1,36 1 272 5,47
2025-08-08 13F TD Capital Management LLC 41 141 −0,28 9 750 6,57
2025-07-25 13F Griffin Asset Management, Inc. 1 882 −18,46 446 −12,92
2025-08-05 13F Ellevest, Inc. 34 645 −78,33 8 210 −76,84
2025-07-29 13F Liberty Square Wealth Partners Llc 25 165 −4,11 5 964 2,47
2025-07-30 13F MEMBERS Trust Co 2 653 −33,14 629 −28,56
2025-08-08 13F POM Investment Strategies, LLC 0 −100,00 0
2025-07-15 13F Gpwm Llc 53 839 −0,29 12 759 6,56
2025-08-13 13F Financial Freedom, LLC 16 587 −1,21 3 931 5,59
2025-08-28 NP RSEE - Rareview Systematic Equity ETF 30 233 −13,29 7 165 −7,33
2025-07-17 13F LifeGoal Wealth Advisors 893 −57,19 212 −54,33
2025-08-01 13F Centerpoint Advisors, LLC 0 −100,00 0
2025-07-16 13F Essex Financial Services, Inc. 22 472 −6,43 5 326 0,00
2025-07-15 13F Traction Financial Partners, LLC 1 276 −1,01 302 5,96
2025-05-07 13F/A Meridian Management Co 0 −100,00 0 −100,00
2025-07-17 13F New Covenant Trust Company, N.A. 6 074 −5,73 1 442 0,98
2025-07-30 13F/A KPP Advisory Services LLC 1 634 −0,37 387 6,61
2025-05-15 13F Punch & Associates Investment Management, Inc. 0 −100,00 0
2025-07-21 13F Yeomans Consulting Group, Inc. 0 −100,00 0
2025-07-21 13F Andina Capital Management, LLC 1 010 −32,71 239 −28,01
2025-07-24 13F IFP Advisors, Inc 31 317 −4,48 7 422 2,09
2025-08-14 13F Main Street Financial Solutions, LLC 10 010 −8,52 2 372 −2,23
2025-08-08 13F D'Orazio & Associates, Inc. 5 371 −50,24 1 273 −46,84
2025-07-24 13F West Bancorporation Inc 23 198 −3,63 5 497 2,98
2025-08-08 13F WASHINGTON TRUST Co 19 330 −14,88 4 581 −9,04
2025-08-01 13F GoalVest Advisory LLC 2 −99,99 0 −100,00
2025-07-16 13F True North Advisors, LLC 67 103 −19,41 15 902 −13,87
2025-05-15 13F Glenmede Trust Co Na 858 061 −0,92 190 275 −8,56
2025-08-13 13F Level Four Advisory Services, Llc 28 120 −2,43 6 664 4,29
2025-07-22 13F Woodmont Investment Counsel Llc 100 352 −1,28 23 781 5,50
2025-08-05 13F Bank of New York Mellon Corp 1 820 516 −0,68 431 426 6,14
2025-07-23 13F TPG Financial Advisors, LLC 7 948 −0,46 1 884 6,38
2025-07-22 13F Miracle Mile Advisors, LLC 183 507 −17,67 43 488 −12,02
2025-08-14 13F Financial Advisory Service, Inc. 2 405 −1,76 570 4,98
2025-08-05 13F Tiaa Trust, National Association 942 231 −1,49 223 290 5,28
2025-07-02 13F HBW Advisory Services LLC 1 391 −6,64 330 −0,30
2025-08-08 13F Avalon Trust Co 1 790 −27,15 424 −22,06
2025-08-06 13F Wedbush Securities Inc 7 914 −12,97 2 −50,00
2025-08-19 13F Advisory Services Network, LLC 18 848 −3,42 4 553 5,20
2025-08-14 13F FC Advisory LLC 3 740 −0,90 886 5,98
2025-07-15 13F MCF Advisors LLC 842 −9,27 200 −2,93
2025-08-11 13F MainStreet Investment Advisors LLC 1 195 −5,91 283 0,71
2025-07-21 13F Greenwood Capital Associates Llc 0 −100,00 0
2025-08-14 13F Talon Private Wealth, LLC 0 −100,00 0
2025-08-12 13F one8zero8, LLC 647 −24,50 153 −19,47
2025-08-13 13F Keystone Financial Group 20 028 −0,41 4 746 6,44
2025-05-14 13F Heritage Wealth Partners, LLC 0 −100,00 0
2025-07-14 13F Signature Securities Group Corporation 11 825 −7,66 2 812 −0,99
2025-04-30 13F Sigma Investment Counselors Inc 0 −100,00 0
2025-08-13 13F Valued Retirements, Inc. 0 −100,00 0
2025-07-18 13F Childress Capital Advisors, Llc 0 −100,00 0
2025-07-31 13F Washington Trust Advisors, Inc. 10 489 −1,10 2 486 5,70
2025-08-12 13F Founders Financial Alliance, LLC 5 692 −2,90 1 349 3,77
2025-08-04 13F Live Oak Private Wealth LLC 1 314 −12,17 311 −6,04
2025-07-09 13F Roth Financial Partners LLC 12 088 −11,31 2 865 −5,23
2025-08-04 13F Spire Wealth Management 5 559 −49,14 1 317 −45,65
2025-08-13 13F Victory Financial Group, Llc 1 474 −13,75 349 −7,92
2025-04-29 13F Financial Network Wealth Management LLC 2 780 −2,01 1
2025-07-16 13F Kennicott Capital Management Llc 8 227 −19,07 1 950 −13,53
2025-07-09 13F Fiduciary Alliance LLC 3 694 −5,18 875 1,27
2025-08-11 13F PFG Private Wealth Management, LLC 0 −100,00 0
2025-08-11 13F Sofi Wealth, Llc 32 −57,89 8 −56,25
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-08-14 13F Lazard Asset Management Llc 30 996 −12,98 7 0,00
2025-08-15 13F Earnest Partners Llc 0 −100,00 0
2025-08-11 13F Wescott Financial Advisory Group, LLC 2 767 −1,00 656 5,82
2025-08-14 13F Operose Advisors LLC 3 967 −25,97 940 −20,88
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-13 13F Aufman Associates Inc 145 848 −0,29 34 563 6,56
2025-08-14 13F Aspen Grove Capital, LLC 2 681 −15,74 638 −9,63
2025-07-22 13F Brown Miller Wealth Management, LLC 1 659 −3,49 393 3,15
2025-07-21 13F Ascent Group, LLC 11 846 −60,63 2 807 −57,93
2025-07-17 13F Peoples Financial Services Corp. 7 852 −24,81 1 861 −19,65
2025-07-29 13F BXM Wealth LLC 3 173 −56,01 770 −51,85
2025-07-18 13F Vicus Capital 4 795 −3,93 1 136 2,71
2025-07-21 13F Ameritas Advisory Services, LLC 63 016 −12,89 14 934 −8,57
2025-08-06 13F SP Asset Management LLC 109 028 −17,64 25 837 −11,99
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 1 889 −7,90 448 −5,30
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 1 453 −0,48 344 6,50
2025-07-28 13F Cornerstone Wealth Group, LLC 5 784 −1,60 1 371 5,14
2025-05-13 13F CacheTech Inc. 5 170 −31,67 1 146 −36,93
2025-08-14 13F Arete Wealth Advisors, LLC 1 841 −0,86 0
2025-08-15 13F Resources Management Corp /ct/ /adv 1 284 −0,54 0
2025-08-04 13F Pinnacle Associates Ltd 441 387 −1,60 104 600 5,16
2025-05-12 13F Empirical Asset Management, LLC 0 −100,00 0
2025-07-30 13F Pacific Sun Financial Corp 6 759 −5,11 1 602 1,39
2025-08-12 13F Trexquant Investment LP 907 −33,31 215 −28,90
2025-08-11 13F Compass Capital Corp /ma/ /adv 5 847 −18,52 1 369 −8,49
2025-07-18 13F Precision Wealth Strategies, LLC 9 302 −14,82 2 204 −8,96
2025-08-14 13F Headinvest, Llc 22 358 −12,88 5 298 −6,89
2025-08-14 13F Redwood Financial Network Corp 1 213 −2,65 287 3,99
2025-08-07 13F Alpha Cubed Investments, LLC 15 260 −86,32 3 616 −85,38
2025-07-24 13F Eastern Bank 631 −1,71 150 4,93
2025-08-13 13F Quest Investment Management Llc 20 328 −18,57 4 817 −12,97
2025-07-29 13F Mountain Capital Investment Advisors, Inc 140 462 −16,59 33 632 −7,24
2025-05-08 13F Goodman Financial Corp 0 −100,00 0
2025-08-07 13F Delta Financial Advisors Llc 4 829 −0,82 1 144 6,02
2025-07-14 13F Cathy Pareto & Associates, Inc 24 247 −2,67 5 746 4,04
2025-07-14 13F MY Wealth Management Inc. 17 019 −0,36 4 033 6,41
2025-08-14 13F Stage Harbor Financial, Llc 19 577 −4,33 4 639 2,25
2025-08-28 NP ELM - Elm Market Navigator ETF 6 695 −78,99 1 587 −77,55
2025-08-04 13F WNY Asset Management, LLC 1 169 −1,18 277 5,73
2025-07-09 13F Financiere des Professionnels - Fonds d,investissement inc. 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 2 310 478 −53,54 547 538 −50,34
2025-07-18 13F O'ROURKE & COMPANY, Inc 5 269 −2,64 1 249 4,00
2025-07-21 13F Tower View Investment Management & Research LLC 155 −20,51 37 −16,28
2025-08-12 13F Boston Research & Management Inc 9 993 −1,94 2 0,00
2025-07-18 13F Nabity-Jensen Investment Management Inc 4 902 −1,21 1 162 5,55
2025-07-23 13F Columbus Macro, LLC 10 471 −6,63 2 481 −0,20
2025-07-24 13F Blair William & Co/il 58 809 −1,02 13 937 5,78
2025-08-06 13F Walkner Condon Financial Advisors LLC 22 864 −6,54 5 418 −0,11
2025-07-17 13F Albion Financial Group /ut 360 −7,93 85 −1,16
2025-08-18 13F V2 Financial group LLC 3 548 −1,61 841 5,13
2025-08-11 13F Kirtland Hills Capital Management, Llc 7 641 −30,83 1 811 −20,82
2025-07-24 13F GFG Capital, LLC 649 −31,97 154 −27,49
2025-08-12 13F Martin Worley Group 1 249 −0,87 296 5,73
2025-07-16 13F Tru Independence Asset Management 2, Llc 0 −100,00 0
2025-07-22 13F Highland Capital Management, Llc 13 720 −0,05 3 251 6,84
2025-06-03 13F/A First National Bank Of Omaha 7 755 −4,45 1 720 −0,69
2025-07-30 13F Strategic Blueprint, LLC 12 698 −19,17 3 009 −13,61
2025-08-14 13F Circle Wealth Management, LLC 38 886 −3,07 9 215 3,60
2025-08-15 13F Nikulski Financial, Inc. 2 264 −2,16 537 4,48
2025-08-14 13F Greenline Partners, LLC 0 −100,00 0
2025-07-25 13F Evolution Advisers, Inc. 28 936 −3,82 7 0,00
2025-03-28 13F/A Berkeley, Inc 0 −100,00 0 −100,00
2025-07-11 13F Elk River Wealth Management, LLC 2 295 −0,22 546 6,86
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 388 791 −1,65 92 136 5,10
2025-08-13 13F Berkshire Asset Management Llc/pa 75 252 −0,07 17 833 5,90
2025-07-23 13F Nelson Capital Management, LLC 63 293 −24,25 14 999 −19,05
2025-08-14 13F Dimension Capital Management Llc 7 045 −2,61 1 670 4,05
2025-08-14 13F Ausdal Financial Partners, Inc. 19 948 −3,93 4 727 2,67
2025-07-30 13F Journey Advisory Group, LLC 2 110 −1,17 500 5,50
2025-08-08 13F Horizon Family Wealth, Inc. 20 207 −0,03 4 789 6,83
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 4 943 −4,74 1 171 1,83
2025-07-22 13F My Personal CFO, LLC 2 897 −1,29 687 5,54
2025-08-14 13F Williams Jones Wealth Management, LLC. 6 621 −2,16 1 569 4,60
2025-07-22 13F Hill Island Financial Llc 3 365 −8,49 797 −2,21
2025-07-11 13F LongView Wealth Management 14 687 −32,58 3 480 −27,95
2025-05-07 13F Trilogy Capital Inc. 0 −100,00 0
Other Listings
MX:VB
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

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

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

About Fintel
Top Investors
Features
Explore
Help Center