VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF - Institutionellt ägande - Säljare

Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
US ˙ ARCA ˙ US9219438580

Institutionellt ägande och fondägande - Säljare

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

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares 82 526 −9,07 4 705 1,97
2025-07-22 13F DAVENPORT & Co LLC 51 316 −26,53 2 926 −17,61
2025-07-23 13F Financial Life Advisors 25 929 −7,17 1 478 4,16
2025-07-28 13F Sagace Wealth Management LLC 85 335 −12,00 4 865 −1,32
2025-08-13 13F StoneX Group Inc. 46 760 −17,46 2 666 −7,43
2025-08-26 NP Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares 472 582 −1,49 26 942 10,49
2025-08-14 13F Wick Capital Partners, LLC 10 140 −35,77 1 004 25,06
2025-08-05 13F Simplex Trading, Llc 3 614 −95,70 0 −100,00
2025-08-05 13F Marshall Financial Group Inc /adv 177 962 −3,40 10 146 8,34
2025-08-06 13F Round Rock Advisors, LLC 12 458 −9,74 710 1,28
2025-07-31 13F CVA Family Office, LLC 144 956 −0,28 8 264 11,84
2025-08-01 13F Chilton Capital Management Llc 309 124 −1,76 17 623 10,19
2025-08-14 13F Vista Investment Management 25 979 −3,79 1 481 7,94
2025-05-15 13F Angeles Investment Advisors, LLC 0 −100,00 0 −100,00
2025-04-23 13F Sabal Trust CO 56 771 −2,41 2 886 3,74
2025-08-14 13F Toroso Investments, LLC 476 540 −14,87 27 168 −4,52
2025-08-08 13F Davies Financial Advisors, Inc. 3 516 −25,89 200 −17,01
2025-07-23 13F Equitable Trust Co 5 182 −4,90 295 6,88
2025-08-08 13F Wealth Alliance 10 542 −3,75 601 8,09
2025-05-12 13F Financial Services Advisory Inc 0 −100,00 0
2025-07-25 13F Evolution Advisers, Inc. 556 290 −2,16 32 10,71
2025-08-14 13F Wells Fargo & Company/mn Put 0 −100,00 0 −100,00
2025-08-15 13F Chapman Financial Group, Llc 0 −100,00 0
2025-07-23 NP IRSPX - Voya Target Retirement 2045 Fund Class I 527 815 −0,12 29 336 8,70
2025-07-30 13F Whittier Trust Co Of Nevada Inc 936 976 −0,42 53 417 11,68
2025-07-23 13F Sachetta, LLC 26 268 −1,34 1 498 10,64
2025-07-15 13F Optima Capital Llc 21 537 −1,10 1 228 10,94
2025-08-01 13F Logan Capital Management Inc 1 622 −19,54 92 −9,80
2025-07-31 13F Schoolcraft Capital LLC 109 730 −3,46 6 256 8,27
2025-08-28 13F/A Tolleson Wealth Management, Inc. 28 361 −36,07 1 617 −28,31
2025-08-15 13F Security National Bank Of Sioux City Iowa /ia/ 35 059 −3,30 1 999 8,47
2025-07-17 13F Fiduciary Advisors, Inc. 123 447 −0,69 7 038 11,38
2025-08-14 13F Brandywine Trust Co 134 083 −1,42 7 644 10,57
2025-07-29 13F Orin Green Financial, LLC 378 769 −1,27 21 594 11,44
2025-08-13 13F Legacy Capital Wealth Partners, LLC 12 800 −7,59 730 3,55
2025-08-12 13F Sky-mountain Capital Management, Inc. 10 558 −16,20 610 −4,84
2025-07-31 13F Mycio Wealth Partners, Llc 145 693 −3,14 8 306 8,63
2025-08-06 13F Texas Yale Capital Corp. 42 569 −29,85 2 427 −21,34
2025-08-13 13F Causeway Capital Management Llc 245 142 −39,61 13 976 −32,27
2025-07-29 13F Monument Group Wealth Advisors, LLC 157 921 −11,36 9 003 −0,59
2025-08-14 13F Williams Jones Wealth Management, LLC. 1 300 −6,81 414 3,24
2025-08-14 13F AllSquare Wealth Management LLC 214 702 −1,61 12 240 10,36
2025-08-08 13F Pnc Financial Services Group, Inc. 8 080 383 −1,05 460 663 10,98
2025-08-20 13F Monarch Capital Management Inc/ 6 808 −4,49 388 7,18
2025-07-28 13F RCS Financial Planning, LLC 32 713 −5,80 1 865 5,61
2025-08-01 13F Planning Directions Inc 0 −100,00 0
2025-07-31 13F GenTrust, LLC 126 854 −3,46 7 232 8,26
2025-08-08 13F Collaborative Wealth Managment Inc. 4 840 −2,28 276 9,56
2025-07-24 13F Endeavor Private Wealth, Inc. 6 430 −35,19 367 −27,38
2025-03-21 13F Prostatis Group LLC 0 −100,00 0 −100,00
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0 −100,00
2025-08-04 13F Center for Financial Planning, Inc. 18 048 −12,08 1 029 −1,44
2025-07-23 13F West Paces Advisors Inc. 0 −100,00 0
2025-07-29 13F Salomon & Ludwin, LLC 474 437 −2,98 27 114 9,07
2025-07-22 13F Wealthcare Capital Management Llc 20 710 −7,28 1 181 3,96
2025-08-11 13F Greykasell Wealth Strategies, Inc. 58 041 −1,74 3 309 10,19
2025-07-31 13F Moloney Securities Asset Management, LLC 24 549 −0,49 1 400 11,56
2025-07-14 13F Gries Financial Llc 0 −100,00 0
2025-07-18 13F SigFig Wealth Management, LLC 537 607 −2,18 30 547 9,35
2025-08-13 13F SageView Advisory Group, LLC 59 781 −2,46 3 417 9,70
2025-08-05 13F Lincoln National Corp 2 673 330 −18,14 152 407 −8,19
2025-08-01 13F Redmond Asset Management, LLC 12 600 −0,70 718 11,49
2025-08-14 13F Ieq Capital, Llc 399 331 −5,43 22 766 6,06
2025-08-14 13F Clarity Capital Advisors, LLC 110 819 −4,68 6 318 6,90
2025-07-02 13F Central Pacific Bank - Trust Division 2 658 −4,46 152 7,09
2025-08-11 13F Diversified Portfolios, Inc. 44 980 −2,05 2 564 9,85
2025-07-22 13F Marks Group Wealth Management, Inc 73 323 −13,25 4 180 −2,70
2025-07-23 13F Mraz, Amerine & Associates, Inc. 3 917 −11,20 223 −1,33
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F 196 786 −12,15 11 219 −1,47
2025-07-30 13F Fiduciary Planning LLC 7 093 −2,08 404 9,78
2025-07-23 13F Objectivity Squared, LLC 199 011 −10,18 11 346 3,64
2025-08-04 13F Integrity Alliance, Llc. 19 882 −5,25 1 133 6,29
2025-07-23 13F Prime Capital Investment Advisors, LLC 89 732 −42,30 5 116 −35,29
2025-08-04 13F REDW Wealth LLC 334 305 −23,73 19 059 −14,46
2025-08-19 13F National Asset Management, Inc. 195 217 −34,87 11 129 −22,35
2025-08-01 13F Liberty Wealth Management Llc 32 685 −3,90 1 856 7,72
2025-08-12 13F Planning Alternatives Ltd /adv 1 284 284 −1,43 73 217 10,56
2025-08-15 13F WealthCollab, LLC 4 178 −5,24 238 6,25
2025-08-05 13F Scarborough Advisors, LLC 0 −100,00 0
2025-08-06 13F Miller Investment Management, LP 15 842 −3,06 903 8,80
2025-08-14 13F Horizon Investments, LLC 465 963 −1,16 26 565 10,86
2025-07-10 13F Bigelow Investment Advisors, LLC 34 521 −6,17 1 968 5,24
2025-07-18 13F Pure Financial Advisors, Inc. 1 568 128 −3,90 89 399 7,79
2025-07-25 13F Pathway Financial Advisors LLC 13 904 −0,85 793 11,24
2025-05-13 13F Inspire Trust Co, N.a. 0 −100,00 0
2025-07-31 13F Washington Trust Advisors, Inc. 59 496 −0,65 3 392 11,40
2025-07-17 13F Archford Capital Strategies, LLC 45 960 −1,53 2 620 10,46
2025-09-12 13F/A Valeo Financial Advisors, LLC 538 438 −0,60 30 696 11,48
2025-07-23 13F Asset Planning Corporation 125 442 −5,40 7 151 6,10
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial 1 747 166 −1,78 99 606 10,16
2025-07-25 13F Orca Investment Management, LLC 0 −100,00 0
2025-07-31 13F Manuka Financial, LLC 75 568 −47,31 4 308 −40,90
2025-07-15 13F McAdam, LLC 97 334 −0,92 5 549 11,12
2025-07-22 13F MAS Advisors LLC 37 248 −32,31 2 124 −24,07
2025-08-11 13F CBIZ Investment Advisory Services, LLC 174 541 −8,77 9 951 2,32
2025-07-18 13F Institute for Wealth Management, LLC. 33 347 −0,73 1 901 11,36
2025-08-08 13F Sensible Financial Planning & Management, LLC. 96 277 −0,30 5 489 11,82
2025-08-08 13F Hudock, Inc. 396 163 −1,51 22 585 10,46
2025-07-23 13F Integris Wealth Management, LLC 579 108 −0,32 33 015 11,79
2025-07-11 13F Eagle Bay Advisors LLC 204 634 −12,49 11 666 −1,85
2025-08-08 13F Capstone Financial Advisors, Inc. 8 018 −3,76 457 8,04
2025-04-11 13F Hoese & Co LLP 0 −100,00 0
2025-08-14 13F Potomac Fund Management Inc /adv 14 851 −5,28 841 6,32
2025-07-21 13F Cromwell Holdings LLC 0 −100,00 0
2025-05-08 13F Valley Forge Investment Consultants Inc Adv 0 −100,00 0
2025-08-05 13F Burney Co/ 7 969 −19,51 454 −9,74
2025-07-02 13F Dentgroup LLC 16 749 −12,25 955 −1,65
2025-07-22 13F Bay Harbor Wealth Management, LLC 370 452 −2,03 21 119 9,88
2025-07-28 13F RFG Advisory, LLC 274 096 −8,67 15 626 2,44
2025-05-15 13F Eight 31 Financial Llc 0 −100,00 0
2025-08-13 13F Virtue Capital Management, LLC 4 082 −53,12 233 −47,63
2025-08-14 13F Harding Loevner Lp 23 578 −9,86 1 344 1,13
2025-08-01 13F First National Trust Co 62 153 −0,54 3 543 11,56
2025-07-29 13F AssuredPartners Investment Advisors, LLC 6 937 −17,28 395 −7,28
2025-08-07 13F Midland Wealth Advisors Llc 26 743 −3,19 1 525 8,55
2025-08-12 13F Nuveen, LLC 99 600 −3,75 5 678 7,97
2025-08-14 13F Ariadne Wealth Management, LP 0 −100,00 0
2025-07-09 13F VisionPoint Advisory Group, LLC 4 600 −0,56 262 11,49
2025-08-13 13F North Berkeley Wealth Management, LLC 9 444 −0,98 538 11,16
2025-07-21 13F Gray Private Wealth, LLC 59 815 −2,45 3 410 9,44
2025-07-07 13F Retirement Wealth Solutions LLC 255 882 −2,62 14 588 9,21
2025-07-11 13F Trust Co Of Virginia /va 16 602 −0,80 946 11,29
2025-07-24 13F Villere St Denis J & Co Llc 11 610 −17,07 662 −7,03
2025-08-12 13F Cook Wealth Management Group Llc 0 −100,00 0
2025-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 0 −100,00 0
2025-07-31 13F Prudent Man Advisors, LLC 150 500 −0,33 8 894 11,80
2025-07-08 13F Twele Capital Management, Inc. 423 541 −3,66 24 146 8,06
2025-07-11 13F Quantum Financial Advisors, LLC 11 437 −1,04 652 11,07
2025-07-30 13F SkyOak Wealth, LLC 8 052 −16,42 459 −6,13
2025-08-13 13F Providence Capital Advisors, LLC 5 726 −4,90 326 6,54
2025-07-23 13F Detalus Advisors, LLC 6 949 −1,89 396 10,00
2025-08-12 13F RiverFront Investment Group, LLC 56 146 −4,74 3 201 6,84
2025-07-08 13F Advance Capital Management, Inc. 11 621 −7,99 663 3,28
2025-08-14 13F Goldman Sachs Group Inc 29 897 196 −12,73 1 704 439 −2,12
2025-04-11 13F Davis Capital Management 0 −100,00 0
2025-07-30 13F Klingenstein Fields & Co Lp 7 230 −1,36 412 10,75
2025-08-08 13F Altfest L J & Co Inc 0 −100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 11 789 506 −9,30 672 120 1,73
2025-07-31 13F Nisa Investment Advisors, Llc 193 580 −0,20 11 036 11,94
2025-08-06 13F Axim Planning & Wealth 4 540 −6,02 259 5,31
2025-08-11 13F Summit Wealth Partners, LLC 14 849 −1,42 847 10,59
2025-08-14 13F Tennessee Valley Asset Management Partners 23 707 −8,79 1 352 2,27
2025-08-26 NP UPAR - UPAR Ultra Risk Parity ETF 25 456 −18,96 1 451 −9,09
2025-07-23 13F Venturi Wealth Management, LLC 15 915 −4,71 907 6,96
2025-07-30 13F Avidian Wealth Solutions, LLC 141 607 −8,16 8 073 3,01
2025-08-06 13F Valtinson Bruner Financial Planning LLC 10 881 −9,90 620 1,14
2025-07-07 13F Accelerate Investment Advisors LLC 0 −100,00 0
2025-07-28 13F Frazier Financial Advisors, LLC 1 055 −13,52 60 −3,23
2025-07-18 13F Alley Investment Management Company, LLC 87 120 −1,93 4 967 9,99
2025-08-12 13F YANKCOM Partnership 251 072 −0,17 14 314 11,97
2025-08-08 13F Ironwood Investment Counsel, LLC 50 664 −2,14 2 888 9,77
2025-08-12 13F Titleist Asset Management, Llc 112 975 −3,84 6 441 7,85
2025-08-07 13F Meeder Advisory Services, Inc. 986 101 −3,13 56 218 8,65
2025-08-12 13F Heritage Trust Co 418 870 −1,59 23 880 10,37
2025-04-03 13F First Hawaiian Bank 30 060 −2,29 1 528 3,81
2025-08-05 13F Snider Financial Group 9 842 −8,81 561 2,37
2025-08-27 NP HCIEX - The International Equity Portfolio HC Strategic Shares 467 154 −32,00 26 632 −23,73
2025-07-07 13F Wealth Alliance Advisory Group, LLC 6 095 −0,96 347 11,22
2025-07-16 13F Colton Groome Financial Advisors, Llc 14 343 −6,27 818 0,99
2025-07-24 13F Brandywine Oak Private Wealth Llc 125 158 −3,68 7 135 8,04
2025-07-23 13F Center For Asset Management LLC 11 639 −21,25 556 −25,97
2025-07-08 13F Zrc Wealth Management, Llc 55 960 −0,64 3 190 11,46
2025-08-05 13F Gould Asset Management Llc /ca/ 181 811 −6,55 10 365 4,82
2025-08-06 13F Capasso Planning Partners LLC 176 445 −37,09 10 059 −29,44
2025-07-11 13F Lincoln Capital LLC 8 567 −1,30 488 9,17
2025-08-13 13F First Trust Advisors Lp 37 370 −2,15 2 130 9,74
2025-07-29 13F Stephens Inc /ar/ 515 723 −27,66 29 401 −18,87
2025-08-26 NP ISWAX - Voya Solution Income Portfolio Class ADV 79 284 −6,80 4 520 4,53
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 10 334 −0,67 589 11,55
2025-08-14 13F LaSalle St. Investment Advisors, LLC 6 517 −7,91 0
2025-07-10 13F Worth Asset Management, LLC 45 769 −1,14 2 609 10,88
2025-07-01 13F Burkett Financial Services, Llc 395 778 −1,87 22 563 10,06
2025-08-08 13F Mittelman Wealth Management 197 471 −22,22 11 258 −12,76
2025-08-14 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-07-22 13F Appleton Partners Inc/ma 39 164 −1,11 2 0,00
2025-08-13 13F Millstone Evans Group, LLC 114 −49,56 6 −45,45
2025-07-16 13F Asset Allocation & Management Company, LLC 73 189 −3,59 4 33,33
2025-08-08 13F Emerald Investment Partners, Llc 18 692 −7,32 1 066 3,90
2025-08-14 13F Partners Capital Investment Group, Llp 0 −100,00 0
2025-08-12 13F FreeGulliver LLC 0 −100,00 0 −100,00
2025-08-14 13F Money Concepts Capital Corp 4 453 −1,94 254 10,00
2025-07-17 13F DiNuzzo Private Wealth, Inc. 1 293 −31,11 74 −23,16
2025-07-21 13F Kennebec Savings Bank 39 161 −0,90 2 233 11,16
2025-08-13 13F Texas Capital Bancshares Inc/tx 83 250 −7,57 4 746 3,67
2025-07-23 13F First Financial Group Corp 6 409 −0,45 365 11,62
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 26 513 −22,37 1 512 −13,66
2025-05-07 13F Syntax Research, Inc. 0 −100,00 0
2025-07-21 13F Fortis Capital Advisors, LLC 25 618 −1,37 1 461 10,61
2025-08-14 13F Seneschal Advisors, LLC 8 781 −11,36 501 −0,60
2025-08-04 13F Jim Saulnier & Associates, Llc 131 497 −5,08 7 497 6,46
2025-07-29 13F Fundamentun, Llc 104 906 −1,23 5 981 10,78
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-07-15 13F Tepp RIA, LLC 10 962 −38,42 625 −30,97
2025-07-11 13F Adirondack Trust Co 8 398 −6,92 479 4,37
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 661 961 −1,22 37 738 10,79
2025-04-02 13F/A Industrial Alliance Investment Management Inc. 0 −100,00 0
2025-08-14 13F Garden State Investment Advisory Services LLC 8 134 −3,66 464 7,93
2025-07-30 13F Black Diamond Financial, LLC 161 865 −0,27 9 228 11,84
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-07-07 13F Enterprise Bank & Trust Co 23 933 −1,36 1 364 10,62
2025-07-18 13F Lynx Investment Advisory 33 710 −3,66 1 922 8,04
2025-06-25 NP NTKLX - Voya Multi-Manager International Small Cap Fund Class A 27 927 −65,58 1 476 −63,56
2025-07-16 13F Falcon Wealth Planning 48 583 −11,94 2 770 −1,25
2025-08-05 13F Sunburst Financial Group, LLC 30 573 −8,14 1 743 3,02
2025-08-12 13F Jaffetilchin Investment Partners, LLC 5 950 −10,66 339 0,30
2025-07-03 13F Arvest Investments, Inc. 855 954 −2,03 48 798 9,88
2025-07-31 13F Sharper & Granite LLC 7 260 −0,55 415 11,59
2025-07-16 13F First American Bank 23 784 −4,31 1 356 7,28
2025-08-04 13F L.m. Kohn & Company 9 551 −50,01 545 −43,98
2025-08-13 13F Victory Capital Management Inc 3 035 339 −43,97 173 045 −37,15
2025-07-18 13F PBMares Wealth Management LLC 26 945 −15,23 1 536 −4,89
2025-08-06 13F SJA Financial Advisory, LLC 115 041 −3,34 6 559 8,41
2025-08-13 13F Knuff & Co LLC 586 −63,05 33 −58,75
2025-07-15 13F Forte Capital Llc /adv 23 485 −18,38 1 339 −8,48
2025-08-04 13F Haven Private, LLC 9 090 −4,10 518 7,69
2025-08-06 13F Cannon Financial Strategists, Inc. 21 376 −2,00 1 219 9,93
2025-07-31 13F BIP Wealth, LLC 18 486 −1,40 1 054 10,61
2025-08-04 13F MeadowBrook Investment Advisors LLC 11 796 −2,48 672 9,45
2025-08-15 13F Fsb Premier Wealth Management, Inc. 143 942 −5,05 8 206 6,50
2025-07-10 13F Trust Point Inc. 4 294 −13,67 245 −3,17
2025-08-14 13F Harvest Investment Services, LLC 6 897 −9,31 393 1,81
2025-08-13 13F Capital Group Private Client Services, Inc. 41 681 −4,49 2 376 7,12
2025-07-29 13F May Barnhard Investments LLC 5 515 −34,80 314 −26,81
2025-08-14 13F Objective Capital Management, LLC 12 615 −6,60 719 4,81
2025-07-15 13F Santori & Peters, Inc. 15 154 −0,04 864 12,08
2025-04-23 13F Sunesis Advisors, LLC 164 191 −2,28 8 346 3,86
2025-07-15 13F Alpha Omega Wealth Management LLC 5 406 −0,95 308 11,19
2025-07-30 13F Evermay Wealth Management Llc 42 712 −10,81 2 435 0,04
2025-08-28 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 293 695 −23,41 16 744 −14,10
2025-07-10 13F Weinberger Asset Management, Inc 66 561 −8,11 3 795 3,04
2025-08-12 13F SlateStone Wealth, LLC 5 828 −0,43 0
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 19 545 −1,87 1 114 10,08
2025-07-11 13F First PREMIER Bank 100 339 −4,36 6 0,00
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 900 012 −0,04 51 310 12,12
2025-07-24 13F Cascade Investment Group, Inc. 4 648 −4,13 265 7,32
2025-07-08 13F Rise Advisors, LLC 179 −71,18 10 −67,74
2025-08-13 13F VestGen Advisors, LLC 375 375 −7,58 21 399 3,66
2025-07-16 13F Rebalance, Llc 1 543 270 −12,02 87 982 −1,32
2025-07-30 13F Strategic Investment Management, Llc 0 −100,00 0
2025-08-08 13F Strategies Wealth Advisors, LLC 30 720 −2,15 1 751 9,78
2025-08-13 13F Quadrant Capital Group Llc 44 603 −4,53 2 543 7,08
2025-07-31 13F/A Avion Wealth 997 292 −5,09 57 12,00
2025-07-23 13F Viewpoint Capital Management LLC 15 346 −2,21 875 9,66
2025-08-08 13F Renasant Bank 78 978 −12,34 4 503 −1,68
2025-08-13 13F Jones Financial Companies Lllp 49 517 444 −8,51 2 814 431 1,52
2025-07-25 13F St. Louis Trust Co 466 124 −4,92 26 574 6,65
2025-05-09 13F Rps Advisory Solutions Llc 0 −100,00 0
2025-08-06 13F ETF Store, Inc. 80 624 −2,29 4 596 9,59
2025-08-11 13F Cornerstone Planning Group LLC 297 115 −73,68 16 906 −71,00
2025-08-14 13F Bragg Financial Advisors, Inc 27 983 −0,59 1 595 11,54
2025-07-22 13F USAdvisors Wealth Management, LLC 4 011 −6,55 0
2025-07-09 13F Berkshire Bank 6 502 −1,69 371 10,12
2025-08-14 13F Federation des caisses Desjardins du Quebec 69 633 −0,65 3 969 11,40
2025-08-05 13F Rareview Capital LLC 310 735 −17,06 17 715 −6,97
2025-08-11 13F Lake Street Financial Llc 13 944 −11,04 795 −0,25
2025-08-13 13F Rsm Us Wealth Management Llc 1 371 357 −1,67 78 181 10,28
2025-08-12 13F Calton & Associates, Inc. 45 997 −29,80 2 622 −21,26
2025-07-15 13F Foster Victor Wealth Advisors, LLC 8 405 −39,88 482 −30,29
2025-08-14 13F State Street Corp 18 032 −97,94 1 028 −97,69
2025-05-15 13F Hardman Johnston Global Advisors LLC 0 −100,00 0 −100,00
2025-08-04 13F Silver Coast Investments LLC 72 399 −7,49 4 128 3,77
2025-08-08 13F Better Money Decisions, LLC 0 −100,00 0
2025-07-15 13F Missouri Trust & Investment Co 12 525 −0,40 714 11,74
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 4 088 −12,89 233 −2,10
2025-07-11 13F/A Umb Bank N A/mo 990 266 −1,40 56 455 10,58
2025-05-01 13F BankPlus Trust Department 0 −100,00 0
2025-08-14 13F Banque Transatlantique SA 0 −100,00 0
2025-04-08 13F Catalyst Private Wealth, Llc 0 −100,00 0
2025-04-22 13F Rappaport Reiches Capital Management, LLC 48 281 −7,02 2 454 −1,17
2025-04-23 13F Systelligence, LLC 0 −100,00 0
2025-07-31 13F Auour Investments LLC 179 022 −5,62 10 206 1,78
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 62 278 −13,02 3 550 −2,45
2025-08-15 13F Asset Allocation Strategies LLC 243 347 −24,63 13 873 −15,47
2025-08-14 13F Alliancebernstein L.p. 4 001 734 −4,34 228 139 7,30
2025-07-30 13F Phillips Financial Management, Llc 14 099 −27,31 804 −18,48
2025-06-16 13F Maple Capital Management, Inc. 0 −100,00 0
2025-08-11 13F Shufro Rose & Co Llc 60 304 −0,46 3 065 −0,45
2025-05-12 13F Ccm Investment Group, Llc 1 896 362 −1,28 97 170 5,80
2025-08-01 13F Petra Financial Advisors Inc 28 158 −6,09 1 605 5,31
2025-07-11 13F Afg Fiduciary Services Limited Partnership 33 745 −17,67 1 922 −4,38
2025-08-11 13F Plum Street Advisors, LLC 142 940 −1,38 8 149 10,61
2025-08-14 13F Wallace Capital Management Inc. 5 428 −21,65 309 −12,22
2025-08-13 13F Manning & Napier Advisors Llc 559 424 −11,02 31 892 −0,21
2025-08-14 13F McIlrath & Eck, LLC 4 644 −14,66 265 −4,35
2025-07-16 13F Gradient Capital Advisors, LLC 107 667 −0,74 6 138 11,34
2025-08-05 13F Integrity Wealth Solutions LLC 266 377 −0,38 15 186 11,74
2025-07-22 13F Grimes & Company, Inc. 91 784 −6,06 5 233 5,36
2025-07-22 13F Coastal Investment Advisors, Inc. 7 684 −33,33 438 −25,13
2025-07-28 13F Nvest Financial, LLC 4 785 −10,81 273 0,00
2025-07-22 13F Evensky & Katz LLC 1 898 −48,92 0
2025-07-15 13F Cranbrook Wealth Management, LLC 37 051 −3,43 2 112 8,31
2025-05-02 13F Capital A Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 62 842 959 −3,77 3 582 677 7,93
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 208 795 −0,64 11 903 11,45
2025-07-21 13F Exchange Capital Management, Inc. 4 729 −16,05 270 −5,94
2025-07-23 13F Ellsworth Advisors, LLC 8 007 −9,09 456 2,01
2025-08-11 13F Citigroup Inc 5 022 561 −6,46 286 336 4,92
2025-07-17 13F First County Bank /CT/ 15 085 −11,01 860 −0,23
2025-08-18 13F Old North State Trust, LLC 44 908 −50,40 3 −50,00
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 658 888 −5,68 37 563 5,79
2025-07-25 13F Astoria Portfolio Advisors LLC. 7 138 −2,92 415 9,23
2025-07-17 13F Raleigh Capital Management Inc. 17 260 −4,13 984 7,54
2025-07-16 13F Cambridge Advisors Inc. 577 888 −5,19 32 945 6,34
2025-07-17 13F Smith Anglin Financial, LLC 21 348 −1,48 1 217 10,54
2025-07-15 13F Hidden Cove Wealth Management, LLC 7 299 −2,20 416 9,76
2025-07-30 13F Probity Advisors, Inc. 19 534 −1,20 1 114 10,86
2025-07-09 13F Bruce G. Allen Investments, LLC 879 −30,18 50 −21,87
2025-07-16 13F MBE Wealth Management, LLC 18 051 −4,04 1 029 7,64
2025-08-14 13F Diversify Wealth Management, Llc 21 967 −7,49 1 284 2,07
2025-07-17 13F Catalytic Wealth RIA, LLC 41 609 −7,62 2 372 3,63
2025-07-30 13F Whittier Trust Co 1 336 292 −2,70 76 182 9,13
2025-07-02 13F InvesTrust 217 261 −1,71 12 386 10,24
2025-07-25 13F McNamara Financial Services, Inc. 127 744 −3,25 7 283 8,51
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 1 811 109 −1,40 103 251 10,59
2025-07-08 13F Richard P Slaughter Associates Inc 15 124 −46,09 862 −39,51
2025-08-01 13F Equita Financial Network, Inc. 504 080 −9,26 28 738 1,77
2025-08-11 13F Kingdom Financial Group LLC. 0 −100,00 0
2025-07-21 13F Pacific Financial Group Inc 15 933 −5,94 908 5,46
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 430 108 −9,08 24 520 1,97
2025-07-09 13F Praetorian Wealth Management, Inc. 595 170 −1,01 33 931 11,03
2025-07-15 13F Kopp Family Office, LLC 504 111 −11,97 28 739 −1,26
2025-07-10 13F Stewardship Advisors, LLC 265 373 −0,84 15 129 11,21
2025-07-22 13F Ergawealth Advisors, Inc. 0 −100,00 0
2025-08-07 13F Efficient Advisors, LLC 757 359 −5,39 43 177 6,12
2025-08-08 13F First Western Trust Bank 631 370 −2,80 35 994 9,02
2025-08-14 13F Bank Of Hawaii 3 830 808 −0,03 218 394 12,12
2025-07-03 13F Sage Capital Advisors,llc 33 631 −1,56 1 917 10,43
2025-08-08 13F Breed's Hill Capital LLC 233 632 −2,62 13 319 9,23
2025-07-23 13F Golden Reserve Retirement LLC 0 −100,00 0
2025-07-18 13F Trust Co Of Vermont 165 672 −0,53 9 445 11,57
2025-08-01 13F Brookwood Investment Group LLC 12 556 −47,93 716 −41,63
2025-07-14 13F BlueSky Wealth Advisors, LLC 123 673 −3,95 7 051 7,72
2025-08-05 13F Prosperity Consulting Group, LLC 147 396 −5,51 8 403 5,98
2025-07-23 13F Pillar Financial Advisors, LLC 17 415 −2,38 993 9,49
2025-07-28 13F Mission Hills Financial Advisory, LLC 170 493 −2,55 9 720 9,30
2025-08-06 13F Financial Alternatives, Inc 7 870 −8,90 449 2,05
2025-08-14 13F Sherman Asset Management, Inc. 50 916 −0,00 2 903 12,13
2025-07-11 13F Compass Ion Advisors, LLC 43 640 −1,43 2 488 10,53
2025-08-06 13F Founders Financial Securities Llc 495 016 −0,93 28 221 6,99
2025-07-30 13F Cullen/frost Bankers, Inc. 21 774 −35,64 1 241 −27,81
2025-08-05 13F Redwood Wealth Management Group, LLC 29 504 −0,46 1 682 11,69
2025-08-05 13F Claro Advisors LLC 13 492 −5,02 769 6,51
2025-08-14 13F NorthLanding Financial Partners, LLC 56 990 −0,49 3 249 11,58
2025-07-31 13F Hanlon Investment Management, Inc. 41 097 −4,09 2 343 7,53
2025-07-16 13F Plancorp, LLC 353 224 −8,10 20 137 3,07
2025-07-25 13F JustInvest LLC 29 319 −3,34 1 672 8,50
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 0 −100,00 0
2025-08-01 13F Oarsman Capital, Inc. 41 570 −4,52 2 370 7,10
2025-08-06 13F Ironwood Wealth Management, LLC. 1 616 −43,91 92 −36,99
2025-07-09 13F Reyes Financial Architecture, Inc. 3 636 −33,52 207 −25,27
2025-08-12 13F Minot DeBlois Advisors LLC 28 506 −4,75 1 625 6,84
2025-07-29 13F Disciplined Investments, LLC 5 285 −29,38 301 −20,79
2025-07-30 NP APIE - ActivePassive International Equity ETF 47 165 −67,19 2 621 −64,30
2025-08-14 13F Aureus Asset Management, LLC 38 488 −4,65 2 194 6,97
2025-05-14 13F GDS Wealth Management 0 −100,00 0
2025-07-17 13F One Wealth Advisors, LLC 41 561 −7,02 2 369 4,32
2025-07-08 13F Ransom Advisory, Ltd 0 −100,00 0
2025-08-14 13F LM Advisors LLC 0 −100,00 0
2025-08-26 NP ISZAX - Voya Solution 2025 Portfolio Class ADV 232 052 −27,76 13 229 −18,98
2025-08-12 13F Osborne Partners Capital Management, Llc 21 524 −4,44 1 227 7,26
2025-08-14 13F Gould Capital, LLC 243 745 −0,19 13 896 11,94
2025-07-23 13F Sax Wealth Advisors, Llc 65 794 −9,85 3 751 1,11
2025-08-11 13F Keyes, Stange & Wooten Wealth Management, LLC 7 806 −3,18 445 8,80
2025-05-07 13F Valued Retirements, Inc. 0 −100,00 0
2025-07-23 13F Watershed Private Wealth Llc 49 150 −1,27 2 802 10,75
2025-08-05 13F Code Waechter LLC 0 −100,00 0
2025-08-14 13F Waters Parkerson & Co., Llc 57 884 −0,46 3 300 11,64
2025-08-14 13F Mpwm Advisory Solutions, Llc 4 364 −3,19 249 8,30
2025-08-14 13F Wetherby Asset Management Inc 724 951 −1,02 41 329 18,01
2025-07-23 13F Colony Family Offices, LLC 26 305 −7,82 1 500 3,38
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-08-05 13F Golden Bell Financial Planning LLC 20 474 −1,13 1 167 10,93
2025-07-14 13F Maryland Capital Advisors Inc. 45 346 −2,60 2 585 9,26
2025-08-08 13F Francis Financial, Inc. 0 −100,00 0
2025-07-21 13F Custos Family Office, LLC 39 711 −1,09 2 264 10,93
2025-07-29 13F Arcus Capital Partners, LLC 17 998 −85,50 1 026 −83,74
2025-08-11 13F Synergy Investment Management, LLC 6 957 −9,21 397 1,80
2025-07-14 13F Wealth Advisory Solutions, LLC 22 399 −2,03 1 277 9,81
2025-07-10 13F Marshall Financial Group LLC 21 774 −6,08 1 230 4,41
2025-08-14 13F Apriem Advisors 603 275 −1,13 34 393 10,90
2025-05-02 13F Cable Hill Partners, LLC 20 042 −0,33 1 060 10,20
2025-05-08 13F Private Advisory Group LLC 0 −100,00 0 −100,00
2025-08-01 13F Financial Counselors Inc 103 843 −92,96 5 920 −92,10
2025-07-15 13F Retirement Income Solutions, Inc 5 329 −18,65 304 −8,73
2025-08-04 13F Mayflower Financial Advisors, LLC 99 218 −4,20 5 655 7,39
2025-08-26 NP VSQIX - Voya Solution 2065 Portfolio Class I 30 673 −3,58 1 749 8,10
2025-07-31 13F Cardinal Point Capital Management, ULC 0 −100,00 0
2025-07-11 13F Prosperity Planning, Inc. 24 238 −4,96 1 382 6,56
2025-07-25 13F Lodestar Private Asset Management Llc 217 018 −0,37 12 372 11,74
2025-07-10 13F Brooklyn FI, LLC 585 121 −9,51 33 358 2,37
2025-08-08 13F Everett Harris & Co /ca/ 11 481 −19,32 655 −9,54
2025-07-15 13F Axis Wealth Partners, LLC 22 001 −7,86 1 254 3,38
2025-08-08 13F Hartland & Co., LLC 260 542 −4,02 14 854 7,65
2025-08-05 13F Bridgewater Advisors Inc. 19 748 −12,89 1 128 −6,00
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-11 13F Intrust Bank Na 585 493 −3,45 33 379 8,29
2025-05-01 13F Schechter Investment Advisors, LLC 38 504 −55,38 1 957 −52,57
2025-04-23 13F Community Financial Services Group, LLC 0 −100,00 0
2025-08-14 13F Benjamin Edwards Inc 584 672 −2,55 33 332 9,30
2025-08-11 13F Birchbrook, Inc. 191 135 −2,63 10 897 9,20
2025-07-29 13F Level Wealth Management LLC 327 304 −13,69 18 660 −3,19
2025-08-14 13F STAR Financial Bank 9 360 −4,62 534 7,03
2025-07-16 13F Eagle Global Advisors Llc 12 323 −2,38 703 9,52
2025-07-23 13F Bluestem Financial Advisors, Llc 91 811 −2,84 5 234 8,97
2025-04-02 13F Marcum Wealth, LLC 1 276 298 −1,42 64 874 4,78
2025-07-22 13F Echo Wealth Management, LLC 4 237 −91,13 242 −90,08
2025-08-14 13F Warren Averett Asset Management, LLC 1 287 178 −1,76 73 382 10,18
2025-07-14 13F Rooted Wealth Advisors, Inc. 9 320 −2,02 530 18,83
2025-08-14 13F Paloma Partners Management Co 0 −100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 1 104 693 −6,76 62 979 4,57
2025-07-22 13F Simplicity Wealth,LLC 17 993 −58,25 1 026 −53,20
2025-08-06 13F Able Wealth Management LLC 7 026 −4,73 401 6,95
2025-08-13 13F Williamson Legacy Group, LLC 3 529 −33,72 201 −25,56
2025-08-15 13F Tower Research Capital LLC (TRC) 406 −94,95 23 −94,43
2025-08-27 13F Seneca Financial Advisors LLC 0 −100,00 0 −100,00
2025-08-12 13F Maripau Wealth Management Llc 166 715 −18,01 9 569 −7,42
2025-08-06 13F Valued Wealth Advisors LLC 0 −100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 134 411 −43,73 7 662 −36,90
2025-07-31 13F AlTi Global, Inc. 76 776 −56,84 4 383 −51,53
2025-08-14 13F Snowden Capital Advisors LLC 197 263 −1,16 11 246 10,85
2025-05-01 13F Cardinal Strategic Wealth Guidance 0 −100,00 0
2025-07-15 13F Colonial River Wealth Management, LLC 7 318 −26,96 420 −17,68
2025-07-11 13F My Legacy Advisors, LLC 4 533 −12,08 260 −1,15
2025-07-15 13F Smith & Howard Wealth Management, LLC 252 652 −2,56 14 404 9,29
2025-07-22 13F Compass Financial Group, INC/SD 6 680 −10,28 381 0,53
2025-08-12 13F Running Point Capital Advisors, LLC 37 179 −7,03 2 120 4,28
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-07-03 13F McLean Asset Management Corp 9 392 −1,17 537 23,79
2025-08-11 13F HighTower Advisors, LLC 9 925 236 −4,16 565 838 7,49
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 14 675 −1,89 837 10,00
2025-05-15 13F National Wealth Management Group, LLC 4 324 −10,27 220 −4,78
2025-08-07 13F Legacy Financial Advisors, Inc. 55 811 −5,80 3 182 5,65
2025-07-17 13F C2C Wealth Management, LLC 46 067 −8,62 2 626 2,50
2025-08-07 13F Montag A & Associates Inc 9 506 −9,52 542 1,31
2025-07-10 13F Charter Oak Capital Management, LLC 54 416 −0,72 3 102 11,38
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-08-14 13F Certified Advisory Corp 103 972 −0,66 5 927 11,41
2025-07-31 13F Kathleen S. Wright Associates Inc. 563 −12,71 32 0,00
2025-08-08 13F Wiser Advisor Group LLC 0 −100,00 0
2025-07-11 13F Windsor Capital Management, LLC 141 898 −3,94 8 090 7,74
2025-07-18 13F SOA Wealth Advisors, LLC. 34 −34,62 2 −50,00
2025-08-01 13F FSA Advisors, Inc. 17 787 −77,52 1 014 −74,78
2025-08-08 13F Capital Investment Advisory Services, LLC 15 383 −18,98 877 −9,22
2025-07-16 13F RWM Asset Management, LLC 17 533 −0,19 1 000 12,00
2025-08-12 13F OneAscent Financial Services LLC 64 851 −48,07 4 −50,00
2025-07-17 13F Michels Family Financial, LLC 10 456 −8,31 596 2,94
2025-07-18 13F Cooper Financial Group 0 −100,00 0
2025-07-23 13F Laraway Financial Inc 76 833 −2,24 4 380 9,64
2025-08-14 13F Millennium Management Llc 0 −100,00 0
2025-08-01 13F May Hill Capital, LLC 49 354 −0,69 2 814 11,36
2025-07-18 13F WealthNavi Inc. 48 247 711 −3,10 2 751 8,70
2025-08-13 13F Johnson Financial Group, Inc. 26 618 −3,68 1 517 8,05
2025-08-14 13F Susquehanna International Group, Llp Put 68 500 −52,99 3 905 −47,27
2025-08-14 13F Susquehanna International Group, Llp 19 551 −89,22 1 115 −87,92
2025-07-09 13F PFW Advisors LLC 154 222 −5,87 8 792 5,57
2025-08-26 NP Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares 213 184 −4,49 12 154 7,12
2025-07-24 13F WMG Financial Advisors, LLC 5 428 −3,33 309 8,42
2025-08-14 13F Abound Financial, Llc 0 −100,00 0
2025-07-16 13F Spinnaker Investment Group, LLC 0 −100,00 0
2025-07-31 13F Glass Jacobson Investment Advisors llc 20 282 −5,99 1 156 12,12
2025-08-12 13F Inscription Capital, LLC 21 250 −47,16 1 211 −39,96
2025-07-17 13F Genesis Private Wealth, Llc 10 865 −1,24 619 10,73
2025-07-07 13F Investors Research Corp 3 070 −38,14 175 −30,56
2025-08-14 13F Voya Financial Advisors, Inc. 24 392 −0,45 1 386 10,44
2025-07-23 13F Valmark Advisers, Inc. 11 462 597 −2,36 653 483 9,51
2025-07-02 13F Marotta Asset Management 3 696 −4,37 211 2,94
2025-07-25 13F Wealth Architects, LLC 956 360 −2,24 54 522 9,64
2025-07-10 13F Secure Asset Management, LLC 5 373 −48,75 306 −42,48
2025-07-31 13F Opes Wealth Management LLC 79 807 −1,43 4 550 10,55
2025-07-23 13F Litman Gregory Asset Management LLC 1 666 845 −1,21 95 027 10,80
2025-07-23 13F Independent Solutions Wealth Management, LLC 8 124 −1,32 463 10,24
2025-08-13 13F Forthright Family Wealth Advisory LLC 15 320 −31,83 873 −23,56
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-18 13F Warren Street Wealth Advisors, LLC 19 096 −18,58 1 089 −8,72
2025-07-14 13F Golden State Equity Partners 12 626 −8,48 720 2,57
2025-08-12 13F Wind River Trust Co 202 977 −4,26 11 572 7,39
2025-07-23 13F Roberts Wealth Advisors, LLC 151 516 −0,09 8 638 12,05
2025-07-17 13F Johnson Bixby & Associates, LLC 163 167 −12,42 9 302 −1,77
2025-07-09 13F Thrive Wealth Management, LLC 44 549 −2,42 2 540 9,44
2025-08-13 13F Black Cypress Capital Management, LLC 14 959 −18,10 853 −8,19
2025-08-14 13F Mission Creek Capital Partners, Inc. 23 417 −5,42 1 335 6,04
2025-07-16 13F LS Investment Advisors, LLC 22 761 −14,96 1 298 −4,63
2025-04-17 13F P/E Global LLC 0 −100,00 0
2025-07-17 13F Eagle Bluffs Wealth Management LLC 32 351 −1,67 1 844 10,29
2025-07-10 13F HWG Holdings LP 0 −100,00 0
2025-08-12 13F Jacobi Capital Management LLC 124 437 −1,68 7 094 10,28
2025-07-31 13F Hobart Private Capital, LLC 119 693 −7,92 6 824 3,27
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 0 −100,00 0
2025-07-07 13F Global Wealth Strategies & Associates 3 358 −10,33 191 0,53
2025-08-14 13F Comerica Bank 1 700 295 −2,13 96 934 9,77
2025-08-27 NP HCINX - The Institutional International Equity Portfolio HC Strategic Shares 669 196 −41,56 38 151 −34,46
2025-07-24 13F KC Investment Advisors, LLC 18 189 −48,71 1 037 −42,51
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0 −100,00
2025-07-18 13F jvl associates llc 5 275 −20,99 301 −11,50
2025-08-12 13F Manchester Capital Management LLC 101 488 −20,92 5 786 −11,31
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0
2025-07-17 13F Willow Creek Wealth Management Inc. 7 313 −3,94 417 7,77
2025-08-13 13F Willis Johnson & Associates, Inc. 74 462 −3,43 4 245 8,32
2025-07-29 13F Regions Financial Corp 7 644 326 −5,86 435 803 5,59
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio 210 300 −10,98 11 989 −0,16
2025-07-31 13F Ground Swell Capital, LLC 0 −100,00 0
2025-08-15 13F Fft Wealth Management Llc 65 598 −8,98 3 788 3,41
2025-08-13 13F SCS Capital Management LLC 10 220 446 −1,83 582 668 10,10
2025-07-23 13F Hardy Reed LLC 32 259 −12,92 1 839 −2,28
2025-08-15 13F Provenance Wealth Advisors, LLC 6 728 −3,57 384 8,19
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 491 291 −13,85 27 306 −6,24
2025-07-09 13F Woodstock Corp 17 235 −4,67 983 6,86
2025-08-13 13F Satovsky Asset Management Llc 4 710 −0,49 268 11,67
2025-08-13 13F Baird Financial Group, Inc. 17 199 318 −1,21 980 533 10,80
2025-07-10 13F Arbor Wealth Advisors LLC 37 046 −22,63 2 112 −13,23
2025-07-31 13F Burke & Herbert Bank & Trust Co 37 034 −2,63 2 111 9,21
2025-07-23 13F Friedenthal Financial 16 020 −1,42 913 10,67
2025-07-15 13F Kwmg, Llc 973 882 −0,46 55 521 11,64
2025-07-29 13F Chicago Partners Investment Group LLC 116 922 −7,32 6 840 1,32
2025-07-28 13F Revolve Wealth Partners, LLC 129 086 −0,12 7 359 12,03
2025-07-10 13F Peoples Bank/KS 0 −100,00 0
2025-05-02 13F BluePointe Capital Management, LLC 152 328 −11,46 7 743 −5,90
2025-08-13 13F Wealthquest Corp 20 012 −1,15 1 141 10,79
2025-08-12 13F Up Strategic Wealth Investment Advisors Llc 421 867 −0,43 24 051 11,68
2025-08-15 13F Howland Capital Management Llc 16 089 −1,41 917 10,62
2025-07-25 13F RHS Financial, LLC 111 889 −4,22 6 379 7,43
2025-08-04 13F Twin City Private Wealth, Llc 15 244 −11,20 869 −0,34
2025-08-06 13F New Millennium Group LLC 261 −5,43 15 0,00
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-08-06 13F Paulson Wealth Management Inc. 161 915 −0,54 9 231 11,55
2025-08-07 13F Hughes Financial Services, LLC 79 325 −31,19 4 548 −22,65
2025-07-29 13F Sincerus Advisory, LLC 64 427 −0,77 3 738 13,27
2025-08-11 13F Nomura Asset Management Co Ltd 58 960 −1,04 3 361 11,00
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 590 302 −0,16 33 552 11,98
2025-07-14 13F Acropolis Investment Management, LLC 2 603 492 −0,98 148 425 11,06
2025-08-11 13F Teachers Insurance & Annuity Association Of America 101 786 −0,05 5 803 12,09
2025-07-17 13F TBH Global Asset Management, LLC 6 366 −79,13 363 −76,65
2025-08-26 NP VSPAX - Voya Solution 2060 Portfolio Class ADV 46 751 −7,50 2 665 3,78
2025-08-14 13F London & Capital Asset Management Ltd 22 471 −59,59 1 281 −54,67
2025-07-30 13F Wbh Advisory Inc 33 912 −17,24 1 933 −7,16
2025-08-11 13F Avantax Planning Partners, Inc. 50 138 −1,00 2 858 11,03
2025-07-10 13F Sterling Investment Advisors Llc /adv 3 840 −27,91 346 28,15
2025-08-13 13F Townsquare Capital Llc 20 167 −97,04 1 150 −96,68
2025-08-04 13F One Day In July LLC 195 106 −31,12 11 123 −22,75
2025-08-13 13F Cary Street Partner Investment Advisory Llc 597 −5,09 34 9,68
2025-07-30 13F Fusion Family Wealth LLC 1 834 811 −1,02 104 603 11,01
2025-08-08 13F Principal Financial Group Inc 411 304 −5,25 23 448 6,27
2025-08-11 13F Lcnb Corp 11 364 −11,80 648 −1,07
2025-08-12 13F Cynosure Management, Llc 33 775 −11,78 1 926 −1,03
2025-08-06 13F True Wealth Design, LLC 4 202 −31,51 240 −23,15
2025-08-14 13F Citadel Advisors Llc Call 35 300 −39,14 2 012 −31,75
2025-07-09 13F Stokes Capital Advisors, LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 31 112 −46,99 1 774 −40,56
2025-07-29 13F Smithbridge Asset Management Inc/de 17 949 −7,18 1 023 4,18
2025-05-06 13F Lifeworks Advisors, LLC 0 −100,00 0 −100,00
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-13 13F Natixis Advisors, L.p. 500 168 −6,83 29 3,70
2025-07-29 13F Private Wealth Management Group, LLC 43 524 −0,90 2 481 11,16
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 537 177 −1,62 30 624 10,34
2025-07-18 13F Tanager Wealth Management LLP 1 197 908 −8,27 68 293 2,89
2025-08-13 13F Echo45 Advisors LLC 371 504 −1,01 21 179 11,02
2025-07-24 13F Comprehensive Money Management Services LLC 39 574 −3,52 2 256 8,25
2025-07-23 13F Sunbeam Capital Management, LLC 7 302 −7,72 416 3,48
2025-07-31 13F City State Bank 21 317 −1,04 1 215 11,06
2025-07-21 13F Ashton Thomas Securities, Llc 229 651 −0,79 13 094 11,28
2025-07-23 NP IRSLX - Voya Target Retirement 2025 Fund Class I 198 154 −7,81 11 013 0,34
2025-07-14 13F Harrington Investments, INC 5 000 −9,09 285 2,15
2025-08-13 13F Baker Avenue Asset Management, LP 65 753 −7,59 3 749 3,65
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-14 13F Oxford Financial Group Ltd 43 044 −1,82 2 454 10,10
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-14 13F Capstone Investment Advisors, Llc 0 −100,00 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F 107 000 −14,40 6 100 −3,98
2025-07-22 13F DBK Financial Counsel, LLC 164 174 −2,52 9 360 9,33
2025-08-05 13F Dravo Bay Llc 361 545 −0,88 20 745 11,88
2025-07-22 13F Checchi Capital Advisers, LLC 97 208 −12,94 5 542 −2,36
2025-07-23 13F True Vision MN LLC 15 463 −0,39 882 11,66
2025-07-31 13F Fiduciary Wealth Partners, LLC 172 224 −67,45 9 819 −63,50
2025-08-13 13F GeoWealth Management, LLC 15 116 −67,79 862 −63,90
2025-07-29 13F Stratos Wealth Advisors, LLC 159 928 −13,24 9 118 −2,69
2025-07-31 13F Ramsay, Stattman, Vela & Price, Inc. 24 378 −4,10 1 390 7,51
2025-07-08 13F Charis Legacy Partners, LLC 34 815 −6,73 1 985 4,59
2025-07-17 13F Alpine Bank Wealth Management 58 519 −1,18 3 336 10,83
2025-08-13 13F IAG Wealth Partners, LLC 2 375 −9,76 135 1,50
2025-07-22 13F Legacy Trust 21 315 −5,99 1 215 5,47
2025-07-01 13F Stonehearth Capital Management, LLC 172 970 −2,21 9 861 9,68
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 657 352 −2,45 37 476 9,41
2025-07-09 13F Beacon Financial Group 53 775 −0,25 3 066 11,86
2025-07-16 13F Five Oceans Advisors 34 363 −2,03 1 959 9,93
2025-07-22 13F Innovative Wealth Building LLC 12 870 −55,74 734 −50,41
2025-08-08 13F Accredited Investors Inc. 364 214 −2,61 20 764 9,23
2025-08-13 13F F/M Investments LLC 367 849 −1,27 20 972 10,74
2025-08-05 13F Strategic Financial Concepts, LLC 60 731 −67,99 3 462 −64,10
2025-08-13 13F Smith, Moore & Co. 268 425 −1,42 15 303 10,56
2025-07-17 13F Moss Adams Wealth Advisors LLC 8 485 −19,45 484 −9,72
2025-08-01 13F Austin Private Wealth, LLC 285 667 −24,65 16 286 −15,49
2025-08-05 13F Crestwood Advisors Group LLC 26 615 −0,06 1 517 12,12
2025-08-14 13F Integrated Wealth Concepts LLC 369 419 −2,53 21 061 9,32
2025-07-08 13F/A Salem Investment Counselors Inc 6 749 −6,00 385 5,49
2025-07-30 13F Sterling Investment Management, Inc. 23 744 −9,61 1 354 1,35
2025-07-21 13F Ameriflex Group, Inc. 4 615 −5,49 261 4,84
2025-07-24 13F Monument Capital Management 70 252 −5,06 4 005 6,49
2025-07-10 13F Hurlow Wealth Management Group, Inc. 428 980 −0,49 24 456 11,62
2025-08-13 13F Rinkey Investments 272 524 −14,26 15 537 −3,84
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 1 679 846 −1,56 95 768 10,41
2025-07-30 13F Nottingham Advisors, Inc. 39 992 −41,59 2 280 −34,51
2025-07-10 13F Global Financial Private Client, LLC 31 346 −0,27 1 787 11,90
2025-07-17 13F Symmetry Partners, LLC 142 383 −14,86 8 117 −4,51
2025-08-05 13F Gilbert & Cook, Inc. 1 262 916 −1,79 71 999 10,15
2025-08-06 13F Simmons Bank 410 617 −2,27 23 409 9,61
2025-07-22 13F Beacon Financial Advisory LLC 10 336 −6,36 589 4,99
2025-08-06 13F Columbia River Financial Group, LLC 6 266 −3,11 0
2025-08-12 13F Allen Capital Group, LLC 38 719 −0,06 2 207 12,09
2025-08-04 13F Creative Financial Designs Inc /adv 119 190 −2,33 6 795 9,55
2025-07-16 13F Independent Wealth Network Inc. 11 660 −5,09 665 6,41
2025-07-11 13F Financial Advisory Corp 846 621 −1,45 48 266 10,53
2025-08-11 13F Great Lakes Advisors, Llc 43 290 −12,89 2 468 −2,30
2025-08-11 13F Amara Financial, Llc. 252 377 −0,11 14 388 12,03
2025-08-14 13F Palo Alto Wealth Advisors, Llc 5 623 −7,65 321 −2,44
2025-08-20 13F/A Coppell Advisory Solutions LLC 15 060 −5,12 856 1,79
2025-05-15 13F Cubist Systematic Strategies, LLC 0 −100,00 0 −100,00
2025-08-06 13F Hoxton Planning & Management, LLC 4 250 −1,64 242 10,50
2025-08-12 13F Farmers National Bank 11 013 −1,45 628 10,39
2025-07-17 13F Janney Montgomery Scott LLC 3 611 618 −1,25 206 10,81
2025-08-14 13F Seven Mile Advisory 26 504 −3,30 1 511 8,40
2025-07-22 13F McNaughton Wealth Management, LLC 18 149 −5,91 1 035 5,51
2025-08-11 13F Morling Financial Advisors, LLC 58 519 −1,48 3 336 10,50
2025-07-15 13F Kagan Cocozza Asset Management 10 115 −1,69 577 10,34
2025-08-11 13F Conquis Financial Llc 6 159 −25,83 351 −16,82
2025-08-13 13F Cliffwater LLC 771 122 −0,33 43 962 11,79
2025-08-14 13F Van Den Berg Management I, Inc 12 246 −3,76 698 8,05
2025-07-09 13F Affinity Capital Advisors, LLC 28 803 −0,49 1 642 14,83
2025-07-17 13F HB Wealth Management, LLC 215 825 −7,24 12 304 4,04
2025-07-14 13F Abound Wealth Management 496 226 −2,49 28 290 9,36
2025-07-17 13F Global Trust Asset Management, LLC 0 −100,00 0
2025-04-14 13F Whitaker-Myers Wealth Managers, LTD. 0 −100,00 0
2025-04-15 13F Thompson Investment Management, Inc. 0 −100,00 0
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 1 248 261 −0,81 71 163 11,25
2025-08-14 13F Peapack Gladstone Financial Corp 1 218 939 −2,46 69 9,52
2025-07-24 13F Callan Family Office, LLC 86 663 −1,78 4 941 10,14
2025-08-12 13F Ameritas Investment Partners, Inc. 653 886 −7,55 37 278 3,69
2025-07-22 13F Verus Wealth Management, Llc 110 954 −11,21 6 325 −0,41
2025-07-07 13F OMNI 360 Wealth, Inc. 4 732 −5,96 270 5,49
2025-08-08 13F Fiera Capital Corp 511 801 −1,75 29 178 10,19
2025-08-11 13F Eq Llc 22 860 −26,59 1 303 −17,64
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 521 −87,34 30 −86,12
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-11 13F Retirement Capital Strategies 0 −100,00 0
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 132 404 −39,91 7 548 −32,60
2025-07-25 13F Midwest Capital Advisors, LLC 24 355 −5,73 1 388 5,71
2025-08-04 13F Atria Investments Llc 1 240 653 −4,65 70 730 6,94
2025-04-25 13F EnRich Financial Partners LLC 0 −100,00 0
2025-08-11 13F Monashee Investment Management LLC 0 −100,00 0
2025-08-01 13F Gwn Securities Inc. 13 296 −34,24 759 −26,19
2025-07-23 13F Capital Management Associates, Inc 9 010 −54,74 514 −49,26
2025-08-04 13F UNIVEST FINANCIAL Corp 15 274 −42,45 871 −35,51
2025-07-28 13F Kiker Wealth Management, LLC 100 −92,82 6 −92,86
2025-07-15 13F Accurate Wealth Management, LLC 15 716 −2,22 901 13,62
2025-07-30 13F White Lighthouse Investment Management Inc. 25 891 −0,56 1 476 11,56
2025-07-10 13F Kozak & Associates, Inc. 1 −99,56 0 −100,00
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-08 13F Bailard, Inc. 276 374 −0,64 15 756 11,44
2025-07-23 13F Morton Capital Management LLC/CA 5 190 −13,31 296 −2,96
2025-07-25 13F Sequoia Financial Advisors, LLC 913 767 −16,01 52 094 −5,79
2025-07-11 13F Seacrest Wealth Management, Llc 49 650 −15,06 2 831 −4,75
2025-07-21 13F First National Bank & Trust Co Of Newtown 14 325 −0,69 817 11,32
2025-08-06 13F Golden State Wealth Management, LLC 18 831 −1,80 1 074 10,16
2025-07-07 13F Horizons Wealth Management 210 393 −0,50 11 995 11,59
2025-07-28 13F Davidson Trust Co 32 677 −1,71 1 863 10,24
2025-07-15 13F Farrell Financial LLC 119 180 −0,16 6 794 11,98
2025-07-24 13F Ronald Blue Trust, Inc. 18 514 −11,52 1 055 −0,75
2025-06-30 NP Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R 147 866 −11,85 7 818 −6,68
2025-08-14 13F Ancora Advisors, LLC 123 783 −0,83 7 057 11,22
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 50 485 −48,05 2 878 −41,73
2025-07-31 13F Sentinel Trust Co Lba 86 579 −7,58 5 0,00
2025-08-14 13F Price T Rowe Associates Inc /md/ 0 −100,00 0
2025-08-08 13F Petix & Botte Co 13 556 −12,07 773 −1,40
2025-08-08 13F Larson Financial Group LLC 27 098 −13,09 1 545 −2,53
2025-07-03 13F Collective Family Office Llc 60 326 −0,07 3 439 12,09
2025-07-23 13F HTG Investment Advisors, Inc. 11 700 −0,16 667 12,10
2025-08-14 13F Hirtle Callaghan & Co LLC 2 019 031 −9,92 115 105 1,03
2025-07-31 13F Waldron Private Wealth LLC 138 451 −1,90 7 893 10,04
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 14 860 −0,23 843 12,72
2025-09-03 13F Ballentine Capital Advisors, Inc 497 960 −1,21 28 389 10,80
2025-08-07 13F Donaldson Capital Management, Llc 14 736 −12,15 840 −1,41
2025-08-26 NP ISQAX - Voya Solution 2035 Portfolio Class ADV 514 874 −5,22 29 353 6,30
2025-07-29 13F Private Trust Co Na 90 911 −6,07 5 183 5,35
2025-08-06 13F Entrewealth, Llc 4 022 −25,34 229 −16,12
2025-07-22 NP DIEFX - Destinations International Equity Fund Class I 137 162 −37,75 7 623 −32,25
2025-07-23 13F Element Wealth, LLC 8 035 −6,52 458 5,05
2025-07-28 13F Arlington Financial Advisors, LLC 0 −100,00 0
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class 2 673 330 −18,14 152 407 −8,19
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 2 937 951 −18,78 163 291 −11,60
2025-05-14 13F Sellwood Investment Partners LLC 0 −100,00 0
2025-08-01 13F Motley Fool Wealth Management, LLC 69 429 −20,32 3 958 −10,61
2025-07-30 13F Wallace Advisory Group, LLC 0 −100,00 0
2025-08-04 13F JDM Financial Group LLC 56 469 −0,05 3 219 12,12
2025-05-14 13F Family Wealth Group, LLC 0 −100,00 0 −100,00
2025-08-06 13F SOUTH STATE Corp 166 707 −19,87 9 504 −10,14
2025-08-14 13F Freedom Financial Partners LLC 18 563 −0,58 1 058 11,49
2025-07-14 13F Clear Harbor Asset Management, LLC 24 514 −0,56 1 398 11,49
2025-08-13 13F Wealthedge Investment Advisors, Llc 27 019 −1,08 1 540 10,95
2025-07-09 13F Exchange Bank 14 586 −0,16 832 11,99
2025-08-14 13F Fiduciary Trust Co 4 928 060 −3,73 280 949 7,98
2025-07-16 13F Tenret Co LLC 461 910 −1,13 26 333 10,89
2025-08-13 13F Arrowstreet Capital, Limited Partnership 75 433 −65,80 4 300 −61,65
2025-08-12 13F Fortem Financial Group, Llc 0 −100,00 0
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 218 619 −3,93 12 463 7,76
2025-04-30 13F Sofos Investments, Inc. 551 −14,84 28 −9,68
2025-07-17 13F Eclectic Associates Inc /adv 124 193 −1,40 7 080 10,56
2025-08-21 NP SFBPX - Great-West SecureFoundation Balanced ETF Fund Class A 47 859 −2,98 2 728 8,82
2025-07-15 13F Cordant, Inc. 497 288 −5,80 28 350 5,66
2025-08-05 13F Connable Office Inc 1 318 862 −2,54 75 188 9,31
2025-07-18 13F Liberty Capital Management, Inc. 130 170 −0,34 7 421 11,76
2025-07-22 13F Apexium Financial, Lp 6 829 −6,87 389 4,57
2025-07-22 13F Joule Financial, LLC 136 821 −0,58 7 800 11,51
2025-08-04 13F Field & Main Bank 940 −50,86 54 −45,36
2025-08-01 13F Unconventional Investor, LLC 230 946 −1,17 13 166 10,84
2025-08-05 13F Blue Barn Wealth, LLC 7 430 −5,16 422 6,03
2025-07-24 13F Drucker Wealth 3.0, LLC 249 553 −8,11 14 302 3,60
2025-07-17 13F Beacon Capital Management, LLC 1 732 −20,91 99 −11,71
2025-08-11 13F Advisor Resource Council 5 753 −96,57 328 −96,03
2025-07-17 13F Sonora Investment Management Group, LLC 7 602 −2,58 433 9,34
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 304 551 −2,40 17 362 9,47
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-07-07 13F Upper Left Wealth Management, LLC 43 063 −3,95 2 455 7,77
2025-05-14 13F Caisse De Depot Et Placement Du Quebec 0 −100,00 0
2025-07-18 13F Provident Wealth Management, LLC 0 −100,00 0
2025-05-06 13F Fpc Investment Advisory, Inc. 0 −100,00 0
2025-07-24 13F 3Chopt Investment Partners, LLC 23 056 −3,60 1 314 8,15
2025-07-18 13F Client 1st Advisory Group, Llc 19 655 −9,19 1 121 1,82
2025-07-29 13F Huntleigh Advisors, Inc. 6 558 −3,20 374 8,43
2025-08-26 NP IASPX - Voya Solution 2055 Portfolio Class ADV 230 461 −5,05 13 139 6,49
2025-08-14 13F Two Sigma Securities, Llc 83 071 −23,50 4 736 −14,21
2025-07-29 13F Aspiriant, Llc 134 618 −7,64 7 675 3,59
2025-08-05 13F Sebold Capital Management, Inc. 132 566 −0,04 7 558 12,11
2025-07-09 13F Alesco Advisors Llc 878 694 −0,76 50 094 11,31
2025-08-26 13F/A Thrivent Financial For Lutherans 1 738 251 −0,88 99 12,50
2025-08-08 13F Atlantic Trust, LLC 22 412 −2,92 1 278 8,87
2025-07-28 13F Rosenberg Matthew Hamilton 159 031 −2,23 9 066 9,65
2025-05-15 13F DRW Securities, LLC 0 −100,00 0
2025-08-04 13F Impact Partnership Wealth, LLC 9 351 −1,23 533 10,81
2025-07-30 13F Rothschild Capital Partners, LLC 28 388 −26,18 1 618 −17,20
2025-08-14 13F Jane Street Group, Llc 3 384 016 −49,29 192 923 −43,13
2025-08-13 13F Grove Street Fiduciary, LLC 125 467 −0,46 7 153 11,65
2025-08-19 13F Anchor Investment Management, LLC 8 126 −12,54 463 −1,91
2025-08-11 13F Regal Investment Advisors LLC 281 192 −1,77 16 031 10,17
2025-08-05 13F Navalign, LLC 5 665 −7,13 323 3,87
2025-04-11 13F Safeguard Financial, LLC 199 116 −1,94 10 121 4,23
2025-08-12 13F BlueStem Wealth Partners, LLC 5 377 −6,55 307 4,79
2025-08-26 NP RPAR - RPAR Risk Parity ETF 451 084 −14,62 25 716 −4,24
2025-07-22 13F PUREfi Wealth, LLC 4 562 −31,88 260 −23,53
2025-08-14 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-08-14 13F Becker Capital Management Inc 147 208 −5,43 8 392 6,07
2025-07-09 13F Westmount Partners, LLC 22 728 −1,40 1 296 10,59
2025-07-24 13F Trevian Wealth Management LLC 82 753 −12,85 5 0,00
2025-07-23 13F Lansing Street Advisors 133 315 −31,93 7 600 −23,66
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 2 936 −22,41 167 −13,02
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 0 −100,00 0
2025-07-24 13F Us Bancorp \de\ 11 599 538 −25,69 661 290 −16,65
2025-08-14 13F Glen Eagle Advisors, LLC 3 206 −0,28 183 11,66
2025-08-18 13F Wolverine Trading, Llc 0 −100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 125 762 −1,48 7 170 9,62
2025-07-08 13F Next Level Private LLC 8 094 −1,53 461 10,55
2025-08-14 13F Fmr Llc 15 796 065 −1,90 900 534 10,03
2025-07-23 13F Hemenway Trust Co LLC 10 623 −15,43 606 −5,17
2025-08-14 13F Obsidian Personal Planning Solutions LLC 30 906 −0,16 1 762 7,64
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 252 912 −1,29 14 419 10,70
2025-08-12 13F BlackRock, Inc. 104 174 −0,34 5 939 11,76
2025-08-26 NP ISNPX - Voya Solution 2050 Portfolio Class ADV 56 672 −2,88 3 231 8,90
2025-07-18 13F Trilogy Capital Inc. 1 032 154 −0,27 58 843 11,85
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-07-11 13F AA Financial Advisors, LLC 5 819 −7,24 332 4,09
2025-07-09 13F Defined Wealth Management, Llc 20 430 −0,17 1 165 11,92
2025-08-14 13F Bakala Capital Management LLC 89 693 −11,49 5 113 −0,72
2025-08-14 13F DecisionPoint Financial, LLC 12 847 −4,31 732 7,18
2025-05-06 13F Westover Capital Advisors, LLC 0 −100,00 0
2025-07-16 13F Signaturefd, Llc 1 108 580 −3,12 63 200 8,66
2025-07-10 13F NorthCrest Asset Manangement, LLC 14 727 −9,49 843 1,81
2025-08-04 13F Retirement Systems of Alabama 25 748 −8,07 1 468 3,09
2025-07-11 13F BTC Capital Management, Inc. 53 551 −5,40 3 053 6,08
2025-07-29 13F Carmel Capital Partners, LLC 14 636 −0,44 834 11,65
2025-08-14 13F Financial Strategies Group, Inc. 23 106 −0,12 1 314 12,89
2025-07-23 13F Ami Investment Management Inc 21 812 −0,48 1 244 11,58
2025-07-31 13F Jordan Park Group LLC 470 806 −18,88 26 841 −9,02
2025-07-14 13F Chris Bulman Inc 4 871 −9,60 278 1,47
2025-07-17 13F ERn Financial, LLC 28 012 −94,16 1 597 −93,45
2025-08-13 13F American Investment Services, Inc. 151 271 −5,55 8 624 5,93
2025-08-20 13F Forefront Wealth Partners, LLC 5 017 −70,73 240 −72,56
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares 207 943 −10,28 11 855 0,63
2025-08-11 13F FSA Wealth Management LLC 438 479 −5,87 24 998 5,57
2025-07-21 13F Greenwood Capital Associates Llc 7 879 −18,17 449 −8,18
2025-07-31 13F Alamar Capital Management, LLC 3 899 −1,89 222 10,45
2025-08-13 13F Tobias Financial Advisors, Inc. 23 351 −2,68 1 331 9,19
2025-07-29 13F First Bancorp, Inc /ME/ 170 703 −0,54 9 732 11,56
2025-08-07 13F Topel & Distasi Wealth Management, LLC 94 469 −5,40 5 386 6,11
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-08-14 13F Vivaldi Capital Management, LLC 62 043 −0,77 3 537 11,30
2025-05-13 13F Measured Risk Portfolios, Inc. 0 −100,00 0
2025-08-05 13F Sigma Planning Corp 169 920 −0,02 9 687 12,14
2025-08-13 13F Jackson Creek Investment Advisors LLC 11 274 −1,85 1
2025-08-01 13F Cedar Point Capital Partners, LLC 6 868 −10,02 392 1,03
2025-08-19 13F Wealth Group, Ltd. 0 −100,00 0
2025-08-14 13F Wit, Llc 3 964 405 −1,41 226 011 10,58
2025-07-23 13F Intergy Private Wealth, LLC 373 695 −0,08 21 304 12,06
2025-07-30 13F Retirement Planning Group 162 013 −2,11 9 236 9,80
2025-08-07 13F Americana Partners, LLC 74 388 −0,23 4 241 11,90
2025-07-17 13F Flywheel Private Wealth LLC 66 138 −3,01 3 771 8,77
2025-05-15 13F Lebenthal Global Advisors, LLC 0 −100,00 0
2025-08-04 13F Partners in Financial Planning 778 594 −4,88 44 388 6,68
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial 3 362 611 −10,32 191 702 0,58
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 1 123 325 −0,23 64 041 11,90
2025-08-07 13F Fidelis Capital Partners, LLC 136 196 −2,55 7 809 6,58
2025-08-14 13F Harmony Asset Management Llc 21 838 −5,33 1 245 6,23
2025-07-17 13F Summit Financial Strategies, Inc. 78 601 −4,28 4 481 7,38
2025-08-06 13F Forbes Financial Planning, Inc. 139 806 −26,03 7 970 −17,03
2025-08-12 13F Vestor Capital, Llc 111 −96,28 0
2025-08-26 NP Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 44 243 −5,35 2 522 6,19
2025-08-14 13F Smartleaf Asset Management LLC 124 147 −3,86 7 055 6,64
2025-04-29 13F Hm Payson & Co 77 692 −5,06 3 949 0,92
2025-08-06 13F S&t Bank/pa 5 344 −1,35 305 10,55
2025-05-12 13F Capital Research Global Investors 0 −100,00 0
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 4 908 −29,39 280 −20,96
2025-07-29 13F Koshinski Asset Management, Inc. 140 574 −3,37 8 014 8,39
2025-07-02 13F Howard Financial Services, Ltd. 0 −100,00 0
2025-05-08 13F Us Financial Advisors, Llc 69 531 −0,93 3 534 5,30
2025-08-14 13F Common Fund For Nonprofit Organizations 116 645 −65,76 6 650 −61,60
2025-08-05 13F NewSquare Capital LLC 346 452 −1,17 19 751 10,85
2025-08-08 13F Intrua Financial, LLC 0 −100,00 0
2025-07-28 13F Toews Corp /adv 432 581 −10,73 24 661 0,13
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-07-25 NP UCMCX - Cornerstone Moderately Conservative Fund 74 082 −3,04 4 117 5,54
2025-07-18 13F Martel Wealth Advisors Inc 193 921 −3,92 11 055 7,77
2025-07-22 13F Mascoma Wealth Management LLC 522 972 −0,52 29 815 11,57
2025-08-12 13F Integrated Advisors Network LLC 157 868 −17,98 9 000 −8,00
2025-07-23 13F InTrack Investment Management Inc 11 051 −42,87 630 −35,91
2025-05-14 13F Napa Wealth Management 0 −100,00 0
2025-07-15 13F Mather Group, Llc. 275 685 −7,41 15 717 3,85
2025-07-08 13F Arlington Trust Co LLC 853 171 −3,45 48 639 8,29
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 256 842 −6,82 14 643 4,51
2025-08-04 13F Whalen Wealth Management Inc. 7 082 −12,10 404 −1,47
2025-08-13 13F Shepherd Financial Partners LLC 65 928 −18,76 3 759 −8,87
2025-08-07 13F Compass Financial Group, Inc. 77 312 −0,67 4 408 11,40
2025-08-14 13F Sunbelt Securities, Inc. 5 203 −4,65 249 −10,47
2025-07-09 13F Dynamic Advisor Solutions LLC 271 018 −7,63 15 451 3,59
2025-07-08 13F Northstar Advisory Group, LLC 14 019 −2,81 799 9,00
2025-08-08 13F Burling Wealth Partners, Llc 56 903 −2,90 3 244 8,93
2025-07-01 13F BancFirst Trust & Investment Management 51 834 −8,16 2 946 1,83
2025-07-21 13F New Century Financial Group, LLC 0 −100,00 0
2025-04-17 13F Rs Crum Inc. 124 155 −0,72 6 311 5,52
2025-08-14 13F RBF Capital, LLC 20 000 −66,67 1 140 −62,61
2025-07-21 13F Quattro Financial Advisors Llc 166 643 −6,58 9 500 4,78
2025-05-05 13F Morningstar Investment Services LLC 655 294 −45,07 33 −42,11
2025-08-04 13F Creekmur Asset Management LLC 0 −100,00 0
2025-08-15 13F Strategic Investment Advisors / MI 1 024 115 −1,18 58 383 10,83
2025-07-30 13F D.a. Davidson & Co. 3 605 323 −0,16 205 539 11,98
2025-08-08 13F Truepoint, Inc. 3 708 006 −7,67 211 393 3,55
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-08-13 13F Jump Financial, LLC 0 −100,00 0
2025-08-14 13F Hilltop Holdings Inc. 56 164 −5,68 3 202 5,78
2025-07-28 13F Sterling Financial Planning, Inc. 31 231 −4,20 1 781 7,42
2025-07-28 13F Bridges Investment Management Inc 3 080 951 −1,85 175 645 10,08
2025-07-28 13F Innova Wealth Partners 41 895 −3,35 2 388 8,40
2025-08-14 13F Creegan & Nassoura Financial Group, LLC 46 668 −0,25 2 661 11,91
2025-07-14 13F Chico Wealth RIA 26 829 −0,47 1 530 11,61
2025-08-19 13F Newbridge Financial Services Group, Inc. 282 −38,96 16 −30,43
2025-04-28 13F Great Point Wealth Advisors, LLC 11 779 −4,55 599 1,36
2025-07-24 13F Copperwynd Financial, LLC 382 216 −17,92 21 790 −7,94
2025-07-31 13F Wealthfront Advisers Llc 56 554 758 −6,32 3 224 187 5,07
2025-08-13 13F Transce3nd, LLC 32 022 −8,92 1 826 2,24
2025-08-13 13F Strategic Financial Planning, Inc. 44 721 −1,92 2 550 10,01
2025-07-15 13F GSB Wealth Management, LLC 81 668 −2,29 4 656 9,58
2025-08-12 13F Viawealth, Llc 10 140 −2,37 578 9,68
2025-07-18 13F Magnolia Private Wealth, LLC 5 938 −3,54 339 8,33
2025-07-16 13F Jentner Corp 14 617 −1,01 833 11,07
2025-07-22 13F Windward Private Wealth Management Inc. 645 339 −4,18 36 791 7,47
2025-07-07 13F Kings Path Partners LLC 231 331 −8,51 13 188 2,61
2025-07-31 13F Buckingham Strategic Partners 625 327 −2,94 35 650 8,86
2025-08-08 13F Austin Wealth Management, LLC 10 434 −18,60 587 −12,54
2025-08-14 13F Aristotle Capital Management, LLC 5 370 −8,61 306 2,68
2025-08-14 13F Ebor Charitable Trust 214 948 −7,45 12 254 3,80
2025-08-08 13F Arvest Bank Trust Division 1 137 410 −0,95 64 844 11,09
2025-07-17 13F/A Capital Investment Advisors, LLC 23 687 −0,25 1 350 11,85
2025-07-23 13F Spectrum Asset Management, Inc. (NB/CA) 12 599 −5,17 718 6,37
2025-08-07 13F Apeiron RIA LLC 3 777 −20,32 215 −10,42
2025-08-14 13F Waterford Advisors, LLC 873 −99,77 21 819 15,11
2025-07-15 13F Bay Capital Advisors, LLC 15 122 −5,73 862 5,77
2025-07-22 13F Rockingstone Advisors LLC 71 154 −12,57 4 056 −1,93
2025-07-14 13F Caitlin John, LLC 8 150 −4,20 465 7,41
2025-08-07 13F Brio Consultants, LLC 22 183 −8,99 1 265 2,10
2025-07-31 13F Moment Partners, LLC 3 749 −9,64 214 1,43
2025-07-28 13F Boston Trust Walden Corp 14 348 −4,84 818 6,66
2025-07-25 13F Allspring Global Investments Holdings, LLC 1 015 989 −37,70 57 881 −30,42
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-17 13F Claris Advisors, Llc / Mo / 0 −100,00 0
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 66 179 −1,19 3 773 10,81
2025-07-31 13F United Community Bank 287 −55,16 16 −50,00
2025-07-24 13F MA Private Wealth 18 389 −12,03 1 048 −1,32
2025-05-15 13F Marquette Associates, Inc. 0 −100,00 0
2025-07-30 13F MEMBERS Trust Co 6 438 −20,95 367 −11,14
2025-07-31 13F West Michigan Advisors, Llc 11 227 −0,95 640 11,11
2025-07-31 13F Dodds Wealth, LLC 13 190 −0,01 752 12,09
2025-07-15 13F Revisor Wealth Management LLC 8 032 −6,47 461 5,50
2025-07-29 13F Stordahl Capital Management, Inc. 16 695 −1,82 952 10,07
2025-08-08 13F Empower Advisory Group, LLC 315 956 −7,12 18 013 4,17
2025-07-25 13F Total Clarity Wealth Management, Inc. 29 443 −0,47 1 679 18,67
2025-07-17 13F Mustard Seed Financial, LLC 9 357 −10,95 533 −0,19
2025-08-11 13F Slagle Financial, LLC 4 119 −22,75 235 −13,65
2025-08-01 13F Centerpoint Advisors, LLC 0 −100,00 0
2025-07-17 13F Norris Perne & French Llp/mi 81 333 −0,64 4 637 11,44
2025-08-08 13F VERITY Wealth Advisors 67 932 −0,14 3 873 12,00
2025-07-23 13F Fortis Advisors, LLC 97 231 −0,05 5 543 12,12
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-08-01 13F Biltmore Family Office, LLC 19 282 −12,68 1 099 −2,05
2025-08-06 13F Van Cleef Asset Management,Inc 66 519 −0,65 3 792 11,43
2025-08-13 13F Capital International Investors 212 060 −17,14 12 051 −8,10
2025-08-13 13F Northwestern Mutual Wealth Management Co 55 051 672 −7,68 3 138 496 3,55
2025-08-13 13F Victory Financial Group, Llc 24 970 −7,83 1 424 3,49
2025-07-29 13F Stratos Wealth Partners, LTD. 275 685 −15,23 15 717 −4,92
2025-07-28 13F Aries Wealth Management 31 000 −27,79 1 767 −19,02
2025-07-23 13F Axos Invest Inc. 487 292 −8,34 27 781 2,81
2025-07-29 13F BKM Wealth Management, LLC 192 776 −2,15 10 990 9,75
2025-07-25 13F Cwm, Llc 472 523 −0,96 27 8,33
2025-08-11 13F Root Financial Partners, LLC 35 891 −1,70 2 046 10,24
2025-07-17 13F LifeGuide Financial Advisors, LLC 111 941 −2,97 6 382 8,84
2025-07-15 13F Attessa Capital LLC 556 777 −9,82 31 750 1,17
2025-07-22 13F Global Strategic Investment Solutions, LLC 167 353 −1,71 9 541 10,24
2025-08-05 13F Bank of New York Mellon Corp 14 083 630 −3,00 802 908 8,80
2025-07-30 13F/A KPP Advisory Services LLC 8 355 −6,96 476 4,39
2025-07-15 13F Kraft Asset Management, Llc 0 −100,00 0
2025-07-23 13F High Note Wealth, LLC 2 623 −46,38 150 −39,92
2025-08-05 13F Beckerman Institutional, LLC 14 647 −6,72 1
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 25 102 −1,68 1 431 12,24
2025-08-14 13F Financial Engines Advisors L.L.C. 241 780 −24,93 13 784 −15,80
2025-08-28 NP RSEE - Rareview Systematic Equity ETF 310 735 −17,06 17 715 −6,97
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 13 332 −5,56 760 6,00
2025-07-24 13F Live Oak Investment Partners 181 217 −2,42 10 331 9,45
2025-08-18 13F Front Row Advisors LLC 5 157 −3,28 294 8,49
2025-08-04 13F BLB&B Advisors, LLC 3 251 331 −0,81 185 358 11,25
2025-07-25 NP USBSX - Cornerstone Moderate Fund 639 905 −4,32 35 566 4,13
2025-08-04 13F Keybank National Association/oh 6 647 285 −0,09 378 962 12,06
2025-08-06 13F O'Dell Group, LLC 0 −100,00 0
2025-05-01 13F Quest 10 Wealth Builders, Inc. 4 383 −6,35 223 −0,45
2025-07-15 13F Gpwm Llc 341 907 −3,35 19 492 8,40
2025-07-11 13F Caldwell Securities, Inc 5 147 −6,25 293 5,02
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 7 105 −0,10 405 12,19
2025-08-05 13F Ellevest, Inc. 600 028 −82,92 34 208 −80,84
2025-08-11 13F Brown Brothers Harriman & Co 49 514 −2,34 2 823 9,51
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-07-17 13F LexAurum Advisors, LLC 18 193 −1,37 1 037 10,67
2025-07-08 13F Braun-Bostich & Associates Inc. 8 670 −34,68 494 −26,71
2025-07-31 13F Brighton Jones Llc 245 763 −0,01 14 011 12,14
2025-07-30 13F Castle Wealth Management Llc 49 127 −5,32 2 801 6,18
2025-08-18 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-08-06 13F SNS Financial Group, LLC 14 208 −4,72 810 6,87
2025-08-06 13F Vantage Financial Partners, LLC 5 341 −12,49 305 −1,94
2025-07-15 13F Traction Financial Partners, LLC 69 834 −7,00 3 981 4,32
2025-07-29 13F Liberty Square Wealth Partners Llc 15 351 −15,91 875 −5,61
2025-05-14 13F Seeds Investor Llc 0 −100,00 0
2025-07-09 13F Byrne Asset Management LLC 100 −21,26 6 −16,67
2025-07-18 13F Gold Investment Management Ltd. 66 513 −0,45 3 792 11,63
2025-07-09 13F First Bank & Trust 844 949 −1,35 48 171 10,64
2025-08-08 13F Security Financial Services, INC. 172 513 −1,51 9 835 10,46
2025-08-12 13F Umpqua Bank 3 981 −20,08 227 −10,67
2025-07-24 13F West Bancorporation Inc 74 723 −2,22 4 260 9,65
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-31 13F Whipplewood Advisors, LLC 79 003 −6,72 4 504 8,95
2025-08-08 13F WASHINGTON TRUST Co 36 230 −0,14 2 065 11,98
2025-07-23 13F TPG Financial Advisors, LLC 60 106 −12,08 3 427 −1,38
2025-08-01 13F Winebrenner Capital Management Llc 5 375 −0,28 306 12,09
2025-07-02 13F HBW Advisory Services LLC 7 995 −8,25 456 2,94
2025-08-11 13F Brown Wealth Management, Llc 242 299 −3,03 13 813 8,76
2025-07-16 13F True North Advisors, LLC 4 198 −76,53 239 −73,71
2025-08-07 13F Prime Buchholz LLC 448 792 −2,25 25 586 9,64
2025-08-14 13F Headlands Technologies LLC 9 954 −67,71 567 −63,82
2025-07-11 13F Busey Wealth Management 15 466 −13,38 882 −2,87
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 413 357 −0,28 23 565 11,85
2025-08-07 13F Wealth Forward, LLC 358 244 −1,11 20 423 10,92
2025-05-15 13F Glenmede Trust Co Na 2 027 331 −2,09 103 049 4,08
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 302 −62,82 0
2025-07-01 13F Private Client Services, Llc 5 607 −8,25 320 2,90
2025-07-22 13F Clarius Group, LLC 644 398 −5,66 36 737 5,82
2025-08-14 13F Financial Advisory Service, Inc. 16 824 −0,01 959 12,16
2025-07-28 13F Fairman Group, LLC 115 379 −0,63 6 578 20,41
2025-08-13 13F BCJ Capital Management, LLC 47 260 −24,51 2 694 −15,34
2025-08-11 13F WPG Advisers, LLC 18 352 −6,87 1 046 4,50
2025-07-25 13F Atria Wealth Solutions, Inc. 509 311 −72,13 29 060 −68,72
2025-05-12 13F Capital World Investors 0 −100,00 0
2025-07-15 13F Centerline Wealth Advisors, LLC 183 568 −6,29 10 465 5,11
2025-08-05 13F Tiaa Trust, National Association 19 859 881 −10,91 1 132 210 −0,08
2025-07-15 13F MCF Advisors LLC 1 537 −37,92 88 −30,40
2025-08-11 13F PAX Financial Group, LLC 137 958 −5,65 7 865 5,81
2025-07-10 13F Sharkey, Howes & Javer 3 879 −2,29 221 9,95
2025-07-07 13F Nova Wealth Management, Inc. 167 −54,50 10 −50,00
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 43 214 −5,28 2 464 6,26
2025-08-08 13F Condor Capital Management 82 342 −0,84 4 694 11,21
2025-08-26 NP ISNKX - Voya Solution 2040 Portfolio Class ADV 68 654 −0,67 3 914 11,39
2025-05-15 13F Boyer & Corporon Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-14 13F Modern Wealth Management, LLC 388 840 −7,27 22 168 4,00
2025-07-22 13F Yardley Wealth Management LLC 7 318 −17,49 0
2025-07-31 13F Opus Capital Group, LLC 191 193 −0,22 11 11,11
2025-07-25 13F Ruedi Wealth Management, Inc. 8 720 −0,21 497 11,94
2025-07-08 13F Granite Bay Wealth Management, LLC 0 −100,00 0
2025-08-12 13F Jefferies Financial Group Inc. 31 380 −14,65 1 789 −4,28
2025-07-14 13F Foster Group, Inc. 2 741 381 −1,23 156 286 10,78
2025-07-16 13F Signature Resources Capital Management, LLC 2 549 −18,64 145 −8,81
2025-08-01 13F Redwood Park Advisors LLC 3 377 −5,54 193 6,08
2025-07-25 13F Landmark Wealth Management, LLC 31 742 −12,17 2 0,00
2025-07-21 13F Ascent Group, LLC 283 787 −4,51 16 179 7,10
2025-09-04 13F Reynders McVeigh Capital Management, LLC 3 665 −37,69 0
2025-07-14 13F Signature Securities Group Corporation 27 689 −4,95 1 579 6,62
2025-07-17 13F Kavar Capital Partners Group, Llc 25 542 −0,88 1 456 11,23
2025-08-08 13F Smithfield Trust Co 93 226 −1,50 5 25,00
2025-08-15 13F State of Tennessee, Treasury Department 4 367 054 −6,56 248 966 4,80
2025-07-25 13F Libra Wealth Llc 368 965 −15,10 21 035 −4,78
2025-07-16 13F Novem Group 24 634 −84,62 1 404 −82,75
2025-08-04 13F Spire Wealth Management 26 163 −35,56 1 492 −27,73
2025-08-07 13F Tilson Financial Group, Inc. 154 969 −5,96 9 0,00
2025-07-29 13F Rodgers & Associates, LTD 307 280 −0,90 17 518 11,15
2025-07-25 13F Apollon Financial, LLC 6 792 −12,16 387 −1,53
2025-07-09 13F Archer Investment Management, LLC 8 792 −1,40 501 10,60
2025-08-13 13F Serenus Wealth Advisors, LLC 0 −100,00 0
2025-04-22 13F Bright Futures Wealth Management, LLC. 6 540 −2,29 330 −0,90
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 126 856 −3,32 7 232 8,44
2025-08-13 13F M&t Bank Corp 5 785 694 −3,94 329 843 7,74
2025-07-15 13F James J. Burns & Company, LLC 83 374 −1,10 4 753 10,95
2025-08-04 13F Ledyard National Bank 12 920 −28,97 737 −20,35
2025-08-11 13F United Capital Financial Advisers, Llc 396 543 −1,44 22 607 10,54
2025-07-28 13F 5th Street Advisors, LLC 8 651 −19,15 493 −9,21
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 496 −29,24 28 −20,00
2025-08-13 13F Keystone Financial Group 19 234 −0,74 1 097 11,38
2025-07-21 13F Ameritas Advisory Services, LLC 64 943 −25,13 3 702 −14,42
2025-07-10 13F Waypoint Wealth Partners Inc. 34 746 −7,09 1 981 4,21
2025-08-28 NP MISAX - Victory Trivalent International Small-Cap Fund Class A 196 178 −71,81 11 184 −66,39
2025-07-29 13F Crux Wealth Advisors 15 592 −7,17 889 4,10
2025-08-14 13F Ausdal Financial Partners, Inc. 258 726 −4,00 14 749 7,66
2025-08-11 13F Compass Capital Corp /ma/ /adv 31 031 −4,31 1 794 10,14
2025-05-14 13F Arizona PSPRS Trust 0 −100,00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 999 160 −1,65 56 962 10,30
2025-08-12 13F Zacks Investment Management 25 283 −11,51 1 441 −0,76
2025-07-09 13F Brand Asset Management Group, Inc. 13 649 −5,46 778 6,14
2025-08-04 13F Capital Performance Advisors Llp 0 −100,00 0
2025-07-28 13F WealthPLAN Partners, LLC 5 133 −21,86 293 −12,31
2025-07-29 13F Foster & Motley Inc 4 102 −5,92 0
2025-08-14 13F Sterling Wealth Management, Inc. 259 228 −0,03 14 779 19,18
2025-08-14 13F Sei Investments Co 25 743 436 −5,35 1 467 634 6,16
2025-05-08 13F Goodman Financial Corp 0 −100,00 0
2025-07-29 13F Interactive Financial Advisors 190 887 −6,98 10 882 4,32
2025-08-12 13F Summit Global Investments 23 329 −1,71 1 0,00
2025-07-29 13F Planned Solutions, Inc. 12 252 −28,57 698 −19,86
2025-03-28 13F/A Berkeley, Inc 0 −100,00 0 −100,00
2025-07-24 13F Antonelli Financial Advisors, LLC 23 981 −5,60 1 367 5,89
2025-07-31 13F WFA Asset Management Corp 0 −100,00 0
2025-07-23 13F Dohj, Llc 14 411 −0,03 744 1,64
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-08-12 13F Founders Financial Alliance, LLC 24 364 −0,77 1 389 11,39
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-07-30 13F Cambridge Capital Management, Llc 288 620 −0,08 16 454 12,07
2025-08-12 13F Richard W. Paul & Associates, LLC 15 584 −3,38 888 8,42
2025-08-12 13F Boston Research & Management Inc 20 216 −3,71 1 0,00
2025-08-04 13F B&l Asset Management Llc 25 312 −2,00 1 443 9,98
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 4 450 425 −1,64 253 719 10,31
2025-08-13 13F Wrenne Financial Planning LLC 17 456 −4,78 995 6,87
2025-07-21 13F Tower View Investment Management & Research LLC 86 −82,80 5 −84,00
2025-07-09 13F Pallas Capital Advisors LLC 21 172 −0,19 1 207 11,97
2025-08-04 13F WNY Asset Management, LLC 13 358 −3,75 762 7,94
2025-07-16 13F Tru Independence Asset Management 2, Llc 0 −100,00 0
2025-07-30 NP CCMG - CCM Global Equity ETF 1 789 067 −7,80 99 436 0,35
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F 90 000 −12,62 5 131 −2,01
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-07-24 13F Blair William & Co/il 2 956 837 −0,49 168 569 11,61
2025-07-17 13F Emerald Advisors, LLC 7 490 −4,09 427 7,58
2025-07-22 13F Financial Insights, Inc. 85 242 −3,71 4 860 8,00
2025-08-07 13F Commerce Bank 1 234 193 −2,26 70 361 9,63
2025-08-13 13F Mcmorgan & Co Llc 727 043 −3,14 41 449 8,63
2025-08-13 13F Ally Invest Advisors Inc. 4 490 716 −0,21 256 015 11,92
2025-07-11 13F LongView Wealth Management 39 787 −9,49 2 268 1,52
2025-07-14 13F Sterling Group Wealth Management, LLC 192 641 −4,08 10 982 7,59
2025-07-17 13F K2 Financial Inc. 196 068 −5,17 11 052 5,84
2025-06-03 13F/A First National Bank Of Omaha 185 095 −9,12 9 408 −3,56
2025-07-24 13F Riverchase Wealth Management, Llc 40 605 −5,67 2 315 5,76
2025-07-09 13F Sunpointe, LLC 6 243 −12,88 356 −2,47
2025-07-17 13F Albion Financial Group /ut 760 −12,64 43 −2,27
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 23 802 −66,27 1 357 −62,20
2025-07-22 13F Aspire Private Capital, LLC 373 183 −1,70 21 275 10,25
2025-08-08 13F Creative Planning 132 070 439 −4,54 7 529 336 7,07
2025-08-01 13F GoalVest Advisory LLC 2 703 −1,96 154 10,00
2025-08-12 13F Global Retirement Partners, LLC 400 008 −0,11 22 804 19,08
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