VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF - Institutionellt ägande - Säljare

Vanguard Index Funds - Vanguard Total Stock Market ETF
US ˙ ARCA ˙ US9229087690

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
(%)
2025-08-05 13F AAFCPAs Wealth Management, LLC 1 065 −2,92 324 7,31
2025-08-13 13F Green Harvest Asset Management LLC 7 805 −4,64 2 372 5,47
2025-08-04 13F HBK Sorce Advisory LLC 92 557 −3,63 28 131 6,57
2025-07-22 13F Team Financial Group, LLC 67 −91,82 20 −91,11
2025-07-30 13F Cambridge Capital Management, Llc 1 154 −0,69 351 9,72
2025-08-01 13F Chilton Capital Management Llc 1 510 −7,65 459 2,00
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 84 307 −0,35 26 8,70
2025-07-07 13F HMS Capital Management, LLC 964 −39,52 293 −25,89
2025-08-14 13F Wick Capital Partners, LLC 65 464 −44,73 37 620 15,56
2025-07-16 13F Bright Financial Advisors, Inc. 14 973 −1,51 4 551 8,90
2025-07-31 13F Darden Wealth Group Inc 3 583 −1,67 1 089 8,79
2025-08-14 13F Frisch Financial Group, Inc. 4 463 −8,24 1 0,00
2025-08-11 13F Howard Wealth Management, Llc 7 354 −1,24 2 235 9,19
2025-08-14 13F Tennessee Valley Asset Management Partners 138 803 −8,52 42 186 1,17
2025-07-17 13F Poinciana Advisors Group, Llc 3 441 −9,16 1 046 0,38
2025-08-01 13F Clark Asset Management, LLC 52 550 −14,06 15 972 −4,96
2025-08-07 13F Davis R M Inc 56 073 −1,27 17 042 9,18
2025-07-11 13F Great Waters Wealth Management 1 752 −1,07 532 9,47
2025-08-14 13F Valley Financial Group, Inc. 15 485 −3,67 4 706 6,54
2025-07-08 13F Granite Bay Wealth Management, LLC 1 181 −0,17 0
2025-07-03 13F Fiduciary Financial Group, Llc 27 760 −0,27 8 437 17,74
2025-08-12 13F Tarbox Family Office, Inc. 18 879 −0,70 5 738 9,80
2025-08-14 13F Dividend Asset Capital, Llc 0 −100,00 0
2025-08-05 13F Pointe Capital Management LLC 2 812 −5,48 855 4,53
2025-08-14 13F Strategic Wealth Designers 108 −99,80 33 −99,79
2025-08-14 13F Vista Investment Management 4 758 −0,44 1 446 10,13
2025-04-23 13F Sabal Trust CO 20 538 −0,48 5 645 −5,63
2025-07-15 13F First City Capital Management, Inc. 0 −100,00 0
2025-07-16 13F Signature Resources Capital Management, LLC 721 −27,54 219 −19,78
2025-07-17 13F Fiduciary Advisors, Inc. 7 100 −5,18 2 158 4,91
2025-05-06 13F WESPAC Advisors SoCal, LLC 0 −100,00 0
2025-07-10 13F Triangle Securities Wealth Management 1 368 −4,47 416 5,60
2025-07-29 13F Ballast, Inc. 725 −32,87 220 −25,68
2025-07-23 13F Gerber, Llc 14 285 −5,24 4 342 4,78
2025-07-21 13F Montz Harcus Wealth Management LLC 1 190 −0,92 362 9,73
2025-08-12 13F Wayfinding Financial, LLC 1 723 −6,10 1
2025-07-15 13F Fifth Third Bancorp 302 657 −7,40 91 987 2,40
2025-08-13 13F Bollard Group LLC 3 334 −8,15 1
2025-07-15 13F Optima Capital Llc 19 003 −2,43 5 783 8,03
2025-08-14 13F Treasure Coast Financial Planning 12 360 −7,30 3 757 2,51
2025-07-14 13F Farmers Trust Co 4 327 −1,75 1 315 8,68
2025-08-14 13F Intrepid Family Office Llc 30 000 −45,45 9 118 −39,69
2025-08-14 13F Quantum Capital Management, LLC / NJ 154 −4,35 47 4,55
2025-08-01 13F Auto-Owners Insurance Co 21 000 −97,51 6 383 −84,09
2025-08-04 13F Linscomb & Williams, Inc. 152 708 −3,56 46 413 6,65
2025-07-10 13F Jackson Square Capital, Llc 1 432 −21,88 435 −13,52
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 2 203 −2,87 670 7,38
2025-07-25 13F Fifth Third Wealth Advisors LLC 14 828 −36,29 4 507 −29,55
2025-08-13 13F Fort Sheridan Advisors Llc 5 804 −4,59 1 764 5,51
2025-07-23 13F Sachetta, LLC 1 700 −10,29 517 −0,77
2025-07-15 13F McAdam, LLC 8 861 −7,35 2 693 2,47
2025-07-31 13F Schoolcraft Capital LLC 1 412 −34,54 429 −27,53
2025-08-14 13F Broadleaf Partners, LLC 1 797 −15,20 546 −6,19
2025-08-06 13F Columbia River Financial Group, LLC 0 −100,00 0
2025-05-12 13F Harvest Investment Advisors, LLC 0 −100,00 0
2025-08-04 13F Center for Financial Planning, Inc. 7 582 −0,49 2 304 10,03
2025-08-15 13F WealthCollab, LLC 48 761 −6,12 14 820 3,81
2025-07-30 13F Birch Hill Investment Advisors LLC 836 −0,59 254 9,96
2025-07-30 13F Klingman & Associates, LLC 46 249 −1,08 14 056 9,39
2025-08-08 13F Collaborative Wealth Managment Inc. 7 070 −0,01 2 149 10,55
2025-08-05 13F Sulzberger Capital Advisors, Inc. 10 676 −17,09 3 245 −8,31
2025-07-28 13F RCS Financial Planning, LLC 3 178 −26,35 969 −18,38
2025-08-15 13F/A Florida Financial Advisors, Llc 3 393 −0,53 1 031 10,03
2025-05-06 13F American Financial & Tax Strategies Inc 0 −100,00 0
2025-08-05 13F Burney Co/ 3 129 −16,80 951 −7,94
2025-08-14 13F Clarity Capital Advisors, LLC 40 804 −5,49 12 401 4,52
2025-07-21 13F Precedent Wealth Partners, Llc 81 512 −2,33 24 774 8,01
2025-08-13 13F SageView Advisory Group, LLC 48 049 −5,88 15 068 7,40
2025-07-22 13F Wealthcare Capital Management Llc 1 182 371 −4,11 359 358 6,04
2025-08-07 13F Kestra Private Wealth Services, Llc 70 209 −11,80 21 339 −2,46
2025-07-18 13F SigFig Wealth Management, LLC 26 260 −1,93 7 941 20,30
2025-08-01 13F Planning Directions Inc 0 −100,00 0
2025-05-14 13F Legend Financial Advisors, Inc. 0 −100,00 0
2025-07-15 13F North Star Investment Management Corp. 142 721 −2,78 43 377 7,51
2025-08-19 13F National Asset Management, Inc. 25 287 −38,04 7 685 −35,03
2025-08-04 13F REDW Wealth LLC 80 771 −44,27 24 549 −38,37
2025-08-11 13F Berkeley, Inc 4 315 −2,18 1 312 8,17
2025-05-15 13F Angeles Investment Advisors, LLC 0 −100,00 0 −100,00
2025-07-09 13F Breakwater Investment Management 120 263 −0,58 36 552 9,94
2025-08-06 13F Strategic Financial Partners, Ltd. 10 258 −1,48 3 118 8,95
2025-08-18 13F Brick & Kyle, Associates 4 777 −0,77 2 0,00
2025-08-14 13F Headlands Technologies LLC 2 723 −82,64 828 −80,82
2025-08-05 13F Scarborough Advisors, LLC 0 −100,00 0
2025-08-14 13F Lebenthal Global Advisors, LLC 38 940 −10,08 11 835 −0,56
2025-07-02 13F Central Pacific Bank - Trust Division 537 −1,65 163 8,67
2025-07-23 13F Detalus Advisors, LLC 2 335 −0,38 710 10,09
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 52 042 −1,79 15 904 9,20
2025-05-13 13F Oak Grove Capital LLC 0 −100,00 0 −100,00
2025-07-31 13F Carnegie Capital Asset Management, LLC 32 140 −0,17 9 768 21,92
2025-08-12 13F Atlas Capital Advisors Llc 21 002 −34,97 6 383 −28,10
2025-08-12 13F Archer Investment Corp 9 926 −0,88 3 017 9,59
2025-08-06 13F Miller Investment Management, LP 11 232 −0,20 3 414 10,35
2025-07-10 13F Websterrogers Financial Advisors, Llc 1 924 −0,31 585 10,19
2025-08-13 13F Capital Advisors Wealth Management, LLC 16 539 −1,82 5 027 8,58
2025-08-04 13F Integrity Alliance, Llc. 14 991 −17,82 4 556 −9,12
2025-07-17 13F Montis Financial, LLC 20 258 −10,68 6 157 −1,22
2025-07-29 13F Hoese & Co LLP 12 206 −5,18 3 710 4,86
2025-08-14 13F Coastal Bridge Advisors, LLC 4 005 −26,61 1 217 −18,81
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 579 864 −8,68 176 238 0,99
2025-08-13 13F JRM Investment Counsel, LLC 0 −100,00 0
2025-07-21 13F Cromwell Holdings LLC 0 −100,00 0
2025-08-08 13F Carl P. Sherr & Co., LLC 11 659 −0,03 3 544 10,55
2025-07-09 13F Veracity Capital LLC 2 199 −1,74 668 8,79
2025-07-22 13F Awm Capital, Llc 1 295 −15,96 395 −6,86
2025-08-11 13F CBIZ Investment Advisory Services, LLC 24 122 −6,49 7 353 3,71
2025-08-14 13F Paragon Private Wealth Management, LLC 8 537 −11,22 2 595 −1,82
2025-08-13 13F Sepio Capital, LP 5 788 −3,61 1 759 6,61
2025-07-21 13F Credential Qtrade Securities Inc. 0 −100,00 0 −100,00
2025-07-30 13F Avidian Wealth Solutions, LLC 7 353 −19,20 2 235 −10,64
2025-08-12 13F Cutter & CO Brokerage, Inc. 0 −100,00 0
2025-04-25 13F Kieckhefer Group Llc 0 −100,00 0
2025-08-13 13F Per Stirling Capital Management, LLC. 3 015 −4,19 916 5,90
2025-07-23 13F Asset Planning Corporation 5 431 −0,66 1 651 9,85
2025-07-14 13F Pacifica Partners Inc. 7 170 −4,65 2 175 9,52
2025-08-06 13F DDFG, Inc 990 −1,88 301 8,30
2025-08-01 13F Strategic Financial Services, Inc, 8 366 −1,37 2 543 9,05
2025-08-05 13F EPG Wealth Management LLC 2 981 −9,23 906 0,44
2025-08-15 13F Keel Point, LLC 12 827 −1,81 3 898 8,58
2025-08-12 13F Journey Strategic Wealth Llc 15 390 −8,13 4 678 1,59
2025-07-21 13F Trellis Wealth Advisors LLC 86 489 −0,27 26 287 10,28
2025-07-21 13F AEGON USA Investment Management, LLC 293 601 −2,24 89 234 8,10
2025-08-14 13F Constant Guidance Financial LLC 2 716 −3,24 825 7,00
2025-07-07 13F Roxbury Financial LLC 838 −2,10 255 1,60
2025-08-15 13F/A Rakuten Securities, Inc. 1 927 −53,47 586 −48,59
2025-08-08 13F Woodley Farra Manion Portfolio Management Inc 1 385 −7,05 422 3,18
2025-07-15 13F Evanson Asset Management, LLC 159 466 −0,27 48 467 10,29
2025-08-07 13F Blackston Financial Advisory Group, LLC 41 175 −3,41 12 514 6,81
2025-08-08 13F Sensible Financial Planning & Management, LLC. 79 414 −0,09 24 136 10,48
2025-07-16 13F Advisors Management Group Inc /adv 10 061 −1,79 3 50,00
2025-07-10 13F Worth Asset Management, LLC 2 496 −50,47 759 −45,23
2025-07-28 13F RFG Advisory, LLC 43 051 −38,16 13 084 −31,62
2025-07-17 13F Paradigm Financial Partners, Llc 1 531 −0,13 465 10,45
2025-08-08 13F Capstone Financial Advisors, Inc. 942 276 −1,94 286 386 8,44
2025-08-01 13F Pasadena Private Wealth, LLC 7 028 −7,87 2 136 1,86
2025-08-12 13F Harbor Advisory Corp /ma/ 3 277 −1,80 996 8,51
2025-07-16 13F Evergreen Private Wealth LLC 545 −28,66 166 −21,05
2025-07-16 13F Taiyo Life Insurance Co 211 800 −48,44 64 −42,86
2025-08-13 13F Fiduciary Group LLC 12 785 −5,72 3 886 4,27
2025-07-14 13F Seed Wealth Management, Inc. 7 615 −2,56 2 314 7,78
2025-08-07 13F BOK Financial Private Wealth, Inc. 18 644 −0,63 5 683 10,22
2025-08-14 13F Goldman Sachs Group Inc 2 328 192 −0,64 707 607 9,88
2025-07-22 13F Ellenbecker Investment Group 782 −11,54 238 −2,47
2025-07-17 13F Coastline Trust Co 56 007 −1,71 17 022 8,70
2025-07-24 13F Villere St Denis J & Co Llc 1 141 −12,30 347 −3,08
2025-07-30 NP TAX - Cambria Tax Aware ETF 11 907 −5,03 3 452 −6,02
2025-08-08 13F RAM Investment Partners, LLC 4 465 −0,04 1 357 10,59
2025-07-08 13F ShankerValleau Wealth Advisors, Inc. 0 −100,00 0
2025-08-14 13F Wimmer Associates 1, Llc 20 020 −2,10 6 085 2,87
2025-08-28 NP TFAGX - TFA AlphaGen Growth Fund Class I 16 000 −24,53 4 863 −16,55
2025-08-14 13F Tudor Financial Inc. 859 −3,37 261 6,97
2025-07-29 13F AssuredPartners Investment Advisors, LLC 8 016 −69,50 2 436 −66,27
2025-07-03 13F Lam Group, Inc. 15 907 −1,85 4 835 8,53
2025-07-23 13F Prime Capital Investment Advisors, LLC 1 192 935 −4,29 362 569 5,84
2025-07-31 13F Prudent Man Advisors, LLC 136 825 −18,48 41 585 −9,85
2025-07-22 13F Valley National Advisers Inc 5 295 −1,10 2 0,00
2025-08-05 13F Benningfield Financial Advisors, Llc 46 550 −0,11 14 149 10,48
2025-07-31 13F University of Maryland Foundation, Inc. 0 −100,00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 877 260 −2,84 266 855 7,54
2025-07-23 13F WESPAC Advisors, LLC 1 463 −0,75 445 9,63
2025-07-22 13F SOL Capital Management CO 15 529 −18,82 5 −20,00
2025-07-16 13F Octavia Wealth Advisors, LLC 6 248 −15,46 1 905 −6,25
2025-07-22 13F Inlight Wealth Management, LLC 128 −20,99 39 −13,64
2025-05-12 13F Ardent Capital Management, Inc. 0 −100,00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 13 000 −6,72 3 963 3,45
2025-08-06 13F Long Run Wealth Advisors, LLC 13 966 −5,60 4 245 4,38
2025-08-04 13F/A 626 Financial, LLC 12 495 −1,71 3 798 8,70
2025-05-09 13F Keeler THomas Management LLC 0 −100,00 0 −100,00
2025-07-21 13F Hilltop National Bank 3 261 −1,24 991 3,66
2025-07-17 13F Sfm, Llc 8 086 −0,96 2 458 9,54
2025-07-16 13F Beaumont Financial Advisors, LLC 11 630 −1,90 3 535 8,47
2025-07-17 13F Patton Albertson Miller Group, Llc 30 505 −0,58 9 271 9,94
2025-08-11 13F Empowered Funds, LLC 34 232 −12,35 10 404 −3,07
2025-05-13 13F Granite Harbor Advisors, Inc. 0 −100,00 0
2025-07-22 13F Wealthcare Capital Partners, LLC 71 086 −0,33 21 605 10,22
2025-07-01 13F Kera Capital Partners, Inc. 1 875 −24,82 570 −16,79
2025-08-13 13F McCollum Christoferson Group LLC 1 311 −2,24 398 8,15
2025-07-09 13F Baron Financial Group, LLC 6 090 −2,33 1 851 8,00
2025-08-07 13F Parkside Financial Bank & Trust 9 309 −4,18 2 829 5,96
2025-07-31 13F Red Wave Investments LLC 139 901 −4,48 42 520 5,63
2025-07-14 13F Farmers & Merchants Investments Inc 9 332 −0,21 2 836 10,35
2025-07-18 13F Ewa, Llc 2 165 −1,59 658 8,77
2025-08-12 13F Twin Focus Capital Partners, Llc 230 270 −0,60 69 986 9,92
2025-08-04 13F FRG Family Wealth Advisors LLC 142 950 −0,15 43 447 10,41
2025-07-25 13F Community Bank, N.A. 6 974 −87,16 2 120 −85,80
2025-07-31 13F/A Interchange Capital Partners, LLC 5 793 −12,97 1 761 −3,77
2025-07-25 13F Concord Wealth Partners 5 518 −1,29 1 677 9,11
2025-07-23 13F Canopy Partners, LLC 41 488 −4,22 12 610 5,91
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-12 13F Heritage Trust Co 864 −3,25 263 6,94
2025-07-22 13F Unique Wealth, Llc 5 355 −2,85 1 627 7,46
2025-07-31 13F Northstar Asset Management Inc 997 −2,92 303 7,45
2025-08-06 13F Csenge Advisory Group 17 946 −4,68 5 202 6,80
2025-07-24 13F Tandem Capital Management Corp /adv 2 949 −0,34 896 10,21
2025-04-10 13F Presilium Private Wealth, Llc 0 −100,00 0
2025-07-30 13F Onyx Bridge Wealth Group LLC 32 876 −1,63 9 992 8,78
2025-07-16 13F John W. Brooker & Co., CPAs 1 341 −92,79 413 −91,92
2025-08-04 13F Pensionmark Financial Group, Llc 67 146 −1,15 20 408 9,32
2025-07-30 13F Principle Wealth Partners Llc 84 774 −0,05 25 765 10,53
2025-05-14 13F Clarkston Capital Partners, LLC 0 −100,00 0
2025-07-08 13F Atlas Brown,Inc. 33 576 −0,53 10 205 9,99
2025-07-28 13F BRYN MAWR TRUST Co 401 550 −7,46 122 043 2,34
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-07-25 13F Kellett Schaffner Wealth Advisors LLC 1 339 −1,69 407 8,56
2025-08-13 13F Rsm Us Wealth Management Llc 203 662 −1,07 62 084 9,73
2025-08-06 13F Capasso Planning Partners LLC 6 238 −35,62 1 896 −28,78
2025-05-14 13F Cornerstone Select Advisors, LLC 0 −100,00 0
2025-08-06 13F Black Swift Group, LLC 932 −1,06 283 9,69
2025-07-21 13F Stock Yards Bank & Trust Co 33 648 −42,06 10 227 −35,93
2025-07-28 13F Prairie Sky Financial Group LLC 41 188 −0,96 12 518 9,53
2025-07-01 13F Legacy Wealth Management, LLC / MS 12 324 −4,05 3 746 6,09
2025-07-15 13F Forte Capital Llc /adv 31 569 −6,65 9 595 3,23
2025-07-16 13F Cabana Llc 0 −100,00 0
2025-08-14 13F Novus Advisors, Llc 2 814 −75,00 855 −72,36
2025-08-11 13F Resurgent Financial Advisors LLC 3 037 −0,69 923 9,76
2025-08-18 13F Tyler-Stone Wealth Management 22 285 −3,38 6 773 6,85
2025-04-10 13F Platt Investment Counsel, LLC 0 −100,00 0
2025-07-29 13F Spreng Capital Management, Inc. 3 363 −4,05 1 022 6,13
2025-08-14 13F Abbot Financial Management, Inc. 1 406 −2,83 427 7,56
2025-08-14 13F LaSalle St. Investment Advisors, LLC 16 443 −89,64 5 −90,70
2025-05-07 13F Magnolia Wealth Management, LLC 177 004 −0,71 48 648 −5,84
2025-08-06 13F North Capital, Inc. 1 187 −5,34 361 4,65
2025-08-08 13F Family Firm, Inc. 0 −100,00 0
2025-08-12 13F Park Square Financial Group, LLC 804 −16,34 244 −7,58
2025-07-08 13F FF Advisors,LLC 10 809 −0,20 3 285 9,87
2025-07-17 13F DiNuzzo Private Wealth, Inc. 2 008 −0,05 610 10,51
2025-08-05 13F Gould Asset Management Llc /ca/ 1 155 −11,15 351 −1,68
2025-05-14 13F Peak6 Llc Call 0 −100,00 0 −100,00
2025-05-07 13F Ameraudi Asset Management, Inc. 0 −100,00 0
2025-07-21 13F Monticello Wealth Management, Llc 28 595 −0,28 8 691 10,27
2025-07-25 13F Gw Henssler & Associates Ltd 3 791 −4,22 1 152 5,98
2025-05-14 13F Peak6 Llc Put 0 −100,00 0 −100,00
2025-08-11 13F Lake Street Financial Llc 3 531 −18,75 1 073 −10,13
2025-08-05 13F Hills Bank & Trust Co 14 162 −1,67 4 304 8,74
2025-07-16 13F Paragon Capital Management Ltd 1 569 −2,12 477 8,41
2025-07-16 13F Encompass Wealth Advisors, Llc 1 635 −8,35 497 1,22
2025-07-24 13F/A TFR Capital, LLC. 904 −16,68 275 −8,05
2025-07-16 13F Asset Allocation & Management Company, LLC 178 507 −0,73 54 10,20
2025-08-11 13F Perennial Investment Advisors, LLC 41 326 −0,88 12 561 9,60
2025-08-12 13F Long Island Wealth Management, Inc. 56 278 −2,18 17 105 8,18
2025-08-12 13F Meridian Wealth Advisors, LLC 4 565 −5,23 1 387 4,84
2025-08-18 13F N.E.W. Advisory Services LLC 650 245 −13,76 197 629 −4,64
2025-07-30 13F Cornerstone Advisory, LLC 4 079 −0,44 1 240 10,04
2025-08-13 13F Virtue Capital Management, LLC 2 882 −30,55 876 −23,18
2025-07-24 13F Cross Staff Investments Inc 4 315 −0,46 1 312 10,08
2025-07-17 13F SeaBridge Investment Advisors LLC 12 007 −13,50 3 649 −4,33
2025-08-12 13F Fortem Financial Group, Llc 1 047 −24,35 318 −16,32
2025-07-16 13F West Branch Capital LLC 1 067 −7,46 324 2,53
2025-07-14 13F Seascape Capital Management 1 147 −0,86 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 5 230 −23,17 1 590 −15,03
2025-08-12 13F Cook Wealth Management Group Llc 0 −100,00 0
2025-07-15 13F Legacy Financial Group LLC 2 107 −19,76 640 −11,23
2025-08-13 13F Millstone Evans Group, LLC 65 −80,88 20 −79,57
2025-08-08 13F Creative Planning 6 351 163 −2,88 1 930 309 7,40
2025-08-08 13F Emerald Investment Partners, Llc 2 753 −18,28 837 −9,62
2025-07-17 13F Smith Chas P & Associates Pa Cpas 2 931 −4,87 891 5,20
2025-08-11 13F Aspen Investment Management Inc 2 567 −3,79 1
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-08-06 13F Valued Wealth Advisors LLC 839 −0,83 256 9,91
2025-05-15 13F Concorde Asset Management, LLC 995 −12,57 268 −18,84
2025-04-10 13F Salvus Wealth Management, LLC 0 −100,00 0
2025-07-16 13F Falcon Wealth Planning 6 046 −5,00 1 838 5,03
2025-08-05 13F Sunburst Financial Group, LLC 4 366 −0,09 1 327 10,50
2025-08-07 13F Meeder Advisory Services, Inc. 1 958 −10,76 595 −1,33
2025-08-13 13F Annandale Capital, LLC Put 0 −100,00 0
2025-08-08 13F KM Capital Management Ltd. 735 −11,02 223 −1,76
2025-08-14 13F Ameriprise Financial Inc 2 261 816 −7,37 687 713 2,72
2025-08-14 13F Garden State Investment Advisory Services LLC 2 173 −2,42 663 8,17
2025-08-06 13F Bensler, LLC 1 185 −0,67 360 10,09
2025-08-12 13F MAI Capital Management 355 582 −1,07 108 072 9,40
2025-08-06 13F Pekin Hardy Strauss, Inc. 885 −86,54 269 −85,17
2025-08-12 13F Titleist Asset Management, Llc 54 226 −10,73 16 481 −1,28
2025-08-15 13F Cooksen Wealth, LLC 64 −3,03 19 11,76
2025-07-29 13F Stephens Inc /ar/ 711 937 −12,93 216 379 −3,71
2025-07-17 13F Neumann Capital Management, LLC 6 981 −6,81 2 122 3,06
2025-07-22 13F Strid Group, LLC 16 284 −2,94 4 949 7,35
2025-07-30 13F Black Diamond Financial, LLC 18 929 −6,56 5 753 3,32
2025-07-07 13F TruWealth Advisors, LLC 358 472 −25,21 108 950 −17,29
2025-08-13 13F Portland Global Advisors LLC 56 458 −0,21 17 159 10,35
2025-04-23 13F Sunesis Advisors, LLC 264 854 −1,72 72 792 −6,80
2025-08-14 13F Qube Research & Technologies Ltd 3 763 −86,35 1 144 −84,91
2025-08-06 13F Cannon Financial Strategists, Inc. 68 579 −3,11 20 843 7,15
2025-07-09 13F Praetorian Wealth Management, Inc. 0 −100,00 0
2025-08-14 13F Harvest Investment Services, LLC 813 −10,56 247 −0,80
2025-08-14 13F Pennington Partners & Co., Llc 154 643 −3,28 47 142 7,28
2025-07-11 13F Walker Financial Services, Inc. 1 056 −0,85 321 9,59
2025-08-14 13F Icon Wealth Advisors, LLC 10 587 −7,47 3 218 2,32
2025-07-21 13F Capital Planning LLC 4 905 −3,24 1 495 7,32
2025-08-07 13F Sanchez Wealth Management Group 804 −24,51 244 −16,44
2025-07-17 13F Smith Anglin Financial, LLC 0 −100,00 0
2025-07-18 13F First Pacific Financial 3 309 −2,27 1 006 8,06
2025-08-14 13F Federation des caisses Desjardins du Quebec 45 900 −9,67 13 950 −0,11
2025-07-18 13F Hudson Value Partners, LLC 17 730 −27,12 5 389 −19,40
2025-07-25 13F St. Louis Trust Co 232 487 −0,12 70 660 10,46
2025-08-12 13F Quadcap Wealth Management, LLC 12 795 −4,89 3 889 5,19
2025-08-13 13F Elgethun Capital Management 2 350 −3,25 714 7,05
2025-08-14 13F Principia Wealth Advisory, LLC 1 282 −1,99 390 10,83
2025-07-30 13F Bogart Wealth, LLC 17 370 −1,75 5 279 8,64
2025-08-08 13F Smithfield Trust Co 107 511 −0,02 33 10,34
2025-07-15 13F Riverbridge Partners Llc 794 −20,84 241 −12,36
2025-08-07 13F Strategy Asset Managers Llc 725 −30,36 220 −23,08
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-05-09 13F Sound Financial Strategies Group, LLC 0 −100,00 0
2025-07-30 13F Evermay Wealth Management Llc 38 213 −3,07 11 634 7,37
2025-07-21 13F Sageworth Trust Co of South Dakota 58 723 −0,29 17 848 10,26
2025-07-10 13F Sovran Advisors, LLC 6 071 −60,94 1 855 −53,87
2025-07-16 13F Gradient Capital Advisors, LLC 3 926 −0,83 1 193 9,65
2025-07-07 13F Insight Wealth Strategies, LLC 780 −3,11 237 7,24
2025-08-14 13F Unio Capital LLC 0 −100,00 0
2025-07-15 13F Alpha Omega Wealth Management LLC 9 008 −1,10 2 738 9,35
2025-06-26 NP HF - DGA Absolute Return ETF 4 925 −52,51 1 344 −56,62
2025-07-21 13F Compass Planning Associates Inc 19 752 −1,49 6 003 8,95
2025-07-28 13F Axxcess Wealth Management, Llc 49 539 −2,92 15 056 7,36
2025-08-14 13F Knightsbridge Asset Management, Llc 1 905 −25,15 579 −17,31
2025-07-10 13F Focus Financial Network, Inc. 31 757 −1,13 9 681 9,66
2025-07-21 13F Intrinsic Value Partners, LLC 2 501 −5,37 760 4,68
2025-07-14 13F ABLE Financial Group, LLC 23 105 −1,69 7 022 8,72
2025-08-07 13F Cascade Financial Partners, LLC 50 663 −7,77 15 398 1,99
2025-07-24 13F FinDec Wealth Services, Inc. 8 603 −24,17 2 615 −16,16
2025-08-13 13F VestGen Advisors, LLC 515 746 −1,87 158 090 9,45
2025-08-11 13F Cornerstone Planning Group LLC 720 −60,59 222 −53,85
2025-07-14 13F AdvisorNet Financial, Inc 70 058 −13,09 21 293 −3,89
2025-08-13 13F First Trust Advisors Lp 13 024 −2,10 3 958 8,26
2025-08-12 13F Belmont Capital, LLC 8 000 −5,97 2 431 3,98
2025-07-22 13F Tandem Investment Partners LLC 15 133 −0,53 4 599 10,00
2025-07-25 13F Hemington Wealth Management 151 126 −5,36 46 4,65
2025-05-15 13F CAPROCK Group, Inc. 869 795 −3,78 239 055 −8,75
2025-08-01 13F Belvedere Trading LLC Call 0 −100,00 0
2025-08-07 13F Proficio Capital Partners LLC 59 929 −2,04 18 214 8,28
2025-07-31 13F Planning Center, Inc. 1 818 −2,36 552 8,02
2025-05-14 13F Lionshead Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Bragg Financial Advisors, Inc 11 457 −2,00 3 482 8,37
2025-07-10 13F Trust Point Inc. 34 407 −0,36 10 457 10,19
2025-08-14 13F Hrt Financial Lp 330 267 −2,03 100 8,70
2025-08-14 13F Karpus Management, Inc. 137 997 −2,87 41 941 7,41
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 27 546 −2,94 8 372 7,33
2025-07-18 13F Wiser Wealth Management, Inc 4 266 −19,52 1 297 −11,05
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0 −100,00
2025-08-04 13F Bordeaux Wealth Advisors LLC 146 892 −2,70 44 645 7,59
2025-08-11 13F Hopwood Financial Services, Inc. 5 456 −10,97 1 658 −1,54
2025-07-08 13F Legacy Private Trust Co. 519 823 −5,04 157 990 5,01
2025-07-11 13F First PREMIER Bank 121 647 −0,49 37 9,09
2025-07-30 13F BlueChip Wealth Advisors LLC 2 218 −0,36 674 10,31
2025-08-01 13F Oarsman Capital, Inc. 5 901 −18,05 1 794 −9,40
2025-08-14 13F Balyasny Asset Management Llc 0 −100,00 0
2025-08-14 13F Paradigm Capital Management, LLC/NV 1 848 −2,38 1
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-07-15 13F Oregon Pacific Wealth Management, LLC 2 648 −18,50 805 −9,87
2025-07-29 13F Goldstein Advisors, LLC 6 025 −35,79 1 831 −28,98
2025-08-11 13F Tidemark, LLC 3 366 −4,67 1 023 5,46
2025-08-04 13F Joseph P. Lucia & Associates, LLC 725 −9,38 220 0,46
2025-07-31 13F 3EDGE Asset Management, LP 0 −100,00 0
2025-08-13 13F Elios Financial Group Inc. 2 060 −0,05 626 10,60
2025-07-23 13F REAP Financial Group, LLC 137 608 −1,89 41 823 8,50
2025-07-23 13F Viewpoint Capital Management LLC 213 −27,80 65 −20,99
2025-08-12 13F Cornerstone Wealth Management, LLC 56 219 −2,13 17 087 8,23
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-07-29 13F Vectors Research Management, LLC 2 052 −0,29 624 10,27
2025-08-07 13F Rossmore Private Capital 6 824 −20,41 2 074 −11,97
2025-07-22 13F Foguth Wealth Management, LLC. 13 906 −43,30 4 226 −37,30
2025-08-14 13F Diversify Advisory Services, LLC 25 811 −19,94 8 160 −7,18
2025-08-14 13F Hurley Capital, LLC 4 181 −1,46 1 271 8,92
2025-07-24 13F Columbia Advisory Partners Llc 5 454 −6,43 1 658 3,43
2025-07-29 13F Straight Path Wealth Management 685 −15,12 208 −5,88
2025-08-15 13F Johns Hopkins University 1 093 −21,82 332 −13,54
2025-07-30 13F EnRich Financial Partners LLC 1 517 −1,43 461 8,98
2025-07-31 13F LongView Asset Management LLC 671 −28,69 204 −21,32
2025-07-18 13F Loudon Investment Management, LLC 3 224 −9,54 980 0,00
2025-08-01 13F Belvedere Trading LLC 0 −100,00 0
2025-07-30 13F Drive Wealth Management, Llc 12 257 −1,92 3 736 8,79
2025-08-13 13F Coco Enterprises, LLC 10 093 −0,06 3 068 24,62
2025-07-22 13F Diligent Investors, LLC 1 601 −3,20 487 7,05
2025-07-07 13F Investors Research Corp 101 −72,25 31 −70,00
2025-08-12 13F Associated Banc-corp 52 259 −7,26 15 883 2,56
2025-04-09 13F Weybosset Research & Management Llc 0 −100,00 0
2025-07-14 13F BetterWealth, LLC 1 290 −14,00 392 −5,10
2025-07-22 13F Coastal Investment Advisors, Inc. 5 752 −1,20 1 748 9,25
2025-07-31 13F LJI Wealth Management, LLC 90 253 −21,92 27 431 −13,65
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 3 285 −4,28 999 5,83
2025-08-07 13F Resources Investment Advisors, LLC. 180 110 −0,39 54 741 10,15
2025-07-28 13F IFG Advisors, LLC 5 156 −2,68 1 567 7,62
2025-07-23 13F Armbruster Capital Management, Inc. 3 067 −4,87 932 5,19
2025-07-11 13F Afg Fiduciary Services Limited Partnership 2 698 −0,07 820 13,26
2025-07-21 13F Keb Asset Management, Llc 7 794 −0,89 2 369 9,58
2025-04-08 13F Avondale Wealth Management 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 5 677 559 −3,52 1 725 581 6,69
2025-07-23 13F Fulton Breakefield Broenniman Llc 8 644 −1,28 2 627 9,19
2025-07-17 13F Sage Rhino Capital Llc 29 086 −0,88 8 840 9,61
2025-08-01 13F Delta Investment Management, LLC 1 886 −1,98 573 8,52
2025-07-24 13F Rice Partnership, LLC 5 495 −16,20 1 670 −7,33
2025-08-28 NP TFAFX - Tactical Growth Allocation Fund Class I 3 000 −23,08 912 −14,94
2025-07-30 13F Strategic Investment Management, Llc 0 −100,00 0
2025-07-10 13F Signal Advisors Wealth, LLC 33 319 −18,56 10 127 −9,94
2025-07-31 13F First Business Financial Services, Inc. 902 062 −0,04 274 164 10,54
2025-08-08 13F Flaharty Asset Management, LLC 994 −5,33 302 4,86
2025-08-06 13F Rps Advisory Solutions Llc 0 −100,00 0
2025-07-07 13F RDA Financial Network 6 964 −0,44 2 116 10,09
2025-04-15 13F Collier Financial 1 198 −1,40 329 −6,27
2025-08-19 13F Anchor Investment Management, LLC 10 623 −6,43 3 229 3,46
2025-07-22 13F Gutierrez Wealth Advisory, LLC 3 763 −0,08 1 144 10,43
2025-07-21 13F Pacific Financial Group Inc 4 841 −3,87 1 471 6,29
2025-07-07 13F Rf&l Wealth Management, Llc 15 615 −0,79 4 746 9,71
2025-07-21 13F Segment Wealth Management, LLC 318 896 −0,66 96 922 9,85
2025-08-13 13F ESL Trust Services, LLC 2 960 −1,66 900 8,71
2025-07-30 13F Whittier Trust Co 15 675 −0,70 4 764 9,80
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 42 239 −4,47 12 874 5,94
2025-08-13 13F Avestar Capital, LLC Call 0 −100,00 0 −100,00
2025-08-06 13F Kcm Investment Advisors Llc 220 458 −0,72 67 004 9,79
2025-07-09 13F Bank of New Hampshire 3 031 −0,62 921 9,90
2025-07-15 13F Norden Group Llc 1 739 −19,57 529 −11,11
2025-08-12 13F Main Management LLC 468 −58,69 0
2025-07-08 13F Richard P Slaughter Associates Inc 2 332 −15,81 709 −6,96
2025-07-21 13F Exchange Capital Management, Inc. 8 120 −11,57 2 468 −2,22
2025-08-18 13F Old North State Trust, LLC 1 022 −91,98 0 −100,00
2025-05-15 13F Macquarie Group Ltd 0 −100,00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-24 13F PayPay Securities Corp 30 −3,23 9 12,50
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 1 034 −1,24 314 16,73
2025-08-14 13F Diversify Wealth Management, Llc 5 313 −20,84 1 680 −8,25
2025-08-11 13F Johnson Financial Group, LLC 175 016 −2,28 53 193 8,07
2025-08-13 13F Invesco Ltd. 0 −100,00 0
2025-07-15 13F Hall Laurie J Trustee 26 529 −0,50 8 063 10,03
2025-07-21 13F 25 Llc 1 210 −12,57 368 −3,42
2025-08-12 13F Wealth Dimensions Group, Ltd. 4 450 −0,47 1 352 10,10
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 4 616 −3,15 1 403 7,10
2025-08-11 13F Shufro Rose & Co Llc 32 592 −1,28 8 958 −1,29
2025-07-15 13F World Equity Group, Inc. 2 839 −15,05 863 −6,10
2025-07-31 13F Strait & Sound Wealth Management LLC 1 185 −1,82 360 8,76
2025-07-03 13F Sage Capital Advisors,llc 3 642 −2,33 1 107 8,01
2025-08-11 13F Dorsey & Whitney Trust CO LLC 62 675 −0,10 19 049 10,47
2025-07-11 13F Addis & Hill, Inc 67 873 −7,92 20 629 1,82
2025-07-14 13F Sweeney & Michel, Llc 3 829 −9,67 1 176 13,75
2025-07-28 13F Twin Tree Management, LP Call 0 −100,00 0
2025-08-01 13F Equita Financial Network, Inc. 140 976 −1,26 42 847 9,18
2025-08-08 13F Breed's Hill Capital LLC 125 136 −0,37 38 033 10,18
2025-08-06 13F Prospera Financial Services Inc 82 686 −0,75 25 142 9,76
2025-08-05 13F Crestwood Advisors Group LLC 18 160 −0,59 5 519 9,94
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 493 495 −6,09 149 988 3,85
2025-07-14 13F BlueSky Wealth Advisors, LLC 5 583 −4,86 1 697 5,21
2025-05-07 13F Vista Private Wealth Partners. LLC 0 −100,00 0
2025-08-08 13F First Western Trust Bank 134 895 −0,02 40 999 10,56
2025-08-11 13F Estate Counselors, LLC 4 467 −80,70 1 358 −78,66
2025-07-18 13F Consolidated Planning Corp 2 253 −3,92 685 6,21
2025-08-04 13F Flagship Harbor Advisors, Llc 137 163 −2,12 41 688 8,24
2025-07-18 13F Rolek Wealth Management LLC 22 500 −0,35 6 838 14,85
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 116 863 −0,58 35 518 9,94
2025-07-08 13F Gallacher Capital Management LLC 11 349 −15,88 3 449 −6,98
2025-08-13 13F Farnam Financial LLC 41 002 −14,11 12 462 −5,02
2025-08-18 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-07-31 13F Graybill Bartz & Assoc Ltd 0 −100,00 0
2025-05-12 13F Cahill Wealth Management, LLC 36 384 −0,29 10 000 −5,44
2025-07-09 13F Breakwater Capital Group 3 681 −0,97 1 119 9,50
2025-08-14 13F Claar Advisors LLC 0 −100,00 0
2025-07-22 13F Yoder Wealth Management, Inc. 11 409 −0,33 3 468 10,20
2025-07-17 13F Hanson & Doremus Investment Management 15 404 −1,48 5 0,00
2025-08-05 13F Prosperity Consulting Group, LLC 4 606 −0,52 1 400 9,98
2025-07-10 13F Financial Management Network Inc 4 279 −0,19 1 318 24,22
2025-08-14 13F Bank Of Hawaii 325 119 −8,00 98 813 1,74
2025-07-29 13F Flagstone Financial Management 2 065 −25,56 628 −17,72
2025-08-14 13F SWAN Capital LLC 1 713 −7,36 521 2,36
2025-07-18 13F Citrine Capital LLC 3 853 −0,93 1 171 9,55
2025-04-22 13F Rappaport Reiches Capital Management, LLC 30 432 −1,52 8 364 −6,62
2025-07-23 13F Godsey & Gibb Associates 302 −10,39 92 −1,09
2025-08-13 13F Stablepoint Partners, LLC 1 487 −0,87 452 9,47
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 764 −14,83 232 −5,69
2025-07-10 13F Uptown Financial Advisors LLC 0 −100,00 0
2025-07-25 13F JustInvest LLC 6 710 −0,49 2 043 10,25
2025-08-04 13F Fortune 45 LLC 3 602 −0,14 1 095 10,39
2025-08-14 13F Susquehanna International Group, Llp Put 142 000 −21,81 43 158 −13,53
2025-08-11 13F Outlook Wealth Advisors, LLC 5 846 −0,65 1 777 9,83
2025-08-05 13F Claro Advisors LLC 15 686 −7,58 4 767 2,21
2025-07-11 13F Farther Finance Advisors, LLC 95 322 −0,09 28 971 10,11
2025-07-22 13F Sage Financial Group Inc 18 207 −0,96 5 534 9,52
2025-08-06 13F Ironwood Wealth Management, LLC. 788 −61,84 239 −57,85
2025-08-12 13F Investure, LLC 726 409 −8,10 220 777 1,63
2025-08-14 13F Guardian Wealth Management, Inc. 0 −100,00 0
2025-08-11 13F Bell Investment Advisors, Inc 1 090 −20,20 331 −11,73
2025-07-29 13F Sims Investment Management, Llc 936 −8,24 284 1,43
2025-08-07 13F Vista Investment Partners Ii, Llc 2 617 −22,04 796 −13,77
2025-08-15 13F Fsb Premier Wealth Management, Inc. 1 031 −5,06 313 5,03
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-08-04 13F Savvy Advisors, Inc. 36 225 −0,24 11 010 10,31
2025-07-17 13F One Wealth Advisors, LLC 1 398 −1,62 425 8,72
2025-07-30 13F Caliber Wealth Management, LLC / KS 120 319 −9,35 36 569 0,24
2025-08-11 13F Keyes, Stange & Wooten Wealth Management, LLC 22 750 −4,30 6 914 5,83
2025-07-09 13F Chesley Taft & Associates LLC 29 212 −1,96 8 878 8,41
2025-07-23 13F Watershed Private Wealth Llc 7 607 −0,16 2 312 10,42
2025-07-17 13F Greenleaf Trust 62 119 −2,74 18 880 7,55
2025-08-06 13F Founders Financial Securities Llc 17 354 −4,44 5 274 7,17
2025-07-31 13F AlTi Global, Inc. 507 363 −4,62 154 661 5,79
2025-08-05 13F Summit Investment Advisory Services, LLC 4 735 −74,48 1 439 −71,78
2025-04-25 13F West Bancorporation Inc 0 −100,00 0 −100,00
2025-07-15 13F Buttonwood Financial Advisors Inc. 2 891 −4,84 879 5,15
2025-04-15 13F Members Wealth Llc 5 334 −33,69 1 466 −39,03
2025-07-09 13F Aurelius Family Office LLC 10 935 −0,19 3 323 10,36
2025-04-30 13F Horst & Graben Wealth Management LLC 0 −100,00 0
2025-08-12 13F Wood Tarver Financial Group, LLC 159 210 −0,95 48 −99,89
2025-08-05 13F GPS Wealth Strategies Group, LLC 1 995 −12,00 606 −2,73
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 5 386 −96,12 1 637 −95,71
2025-07-23 13F Bluestem Financial Advisors, Llc 15 242 −1,91 4 633 8,48
2025-07-21 13F Portfolio Strategies, Inc. 94 295 −14,47 28 640 −5,48
2025-04-30 13F Sofos Investments, Inc. 42 −93,18 12 −93,29
2025-07-15 13F Axis Wealth Partners, LLC 1 293 −13,45 393 −4,39
2025-04-15 13F Transform Wealth, LLC 3 616 −2,16 994 −7,28
2025-07-30 13F BCK Partners, Inc. 4 316 −3,42 1 312 6,76
2025-07-15 13F Main Street Group, LTD 6 128 −0,86 1 862 9,66
2025-07-09 13F Fragasso Group Inc. 4 053 −4,64 1 232 5,39
2025-08-14 13F Apriem Advisors 1 975 −2,37 600 7,91
2025-07-22 13F Confluence Wealth Services, Inc. 35 399 −6,12 10 759 8,31
2025-07-10 13F Marshall Financial Group LLC 1 346 −31,50 411 −23,89
2025-07-14 13F Maryland Capital Advisors Inc. 57 425 −1,11 17 453 9,36
2025-07-30 13F Mason & Associates, LLC 2 064 −1,95 627 8,48
2025-07-16 13F Stephenson National Bank & Trust 32 890 −0,08 9 996 10,50
2025-07-23 13F Roundview Capital LLC 108 673 −0,84 33 029 9,65
2025-07-22 13F Compass Financial Group, INC/SD 116 166 −1,99 35 306 8,39
2025-08-12 13F Inscription Capital, LLC 19 674 −5,80 5 979 10,17
2025-07-17 13F Clean Yield Group 1 −98,04 0 −100,00
2025-07-11 13F My Legacy Advisors, LLC 3 501 −0,17 1 079 12,05
2025-08-13 13F Riverview Capital Advisers, LLC 17 671 −1,57 5 371 8,86
2025-07-31 13F Hartford Financial Management Inc. 138 −5,48 42 2,50
2025-08-01 13F Capital Investment Counsel, LLC 22 481 −2,59 6 833 7,73
2025-08-07 13F New England Private Wealth Advisors LLC 119 225 −0,99 37 228 12,49
2025-08-04 13F Mayflower Financial Advisors, LLC 19 342 −0,36 5 879 10,18
2025-08-07 13F 1620 Investment Advisors, Inc. 107 −26,21 33 −17,95
2025-07-17 13F LVW Advisors, LLC 3 490 −45,53 1 061 −39,77
2025-07-29 13F Level Wealth Management LLC 147 352 −18,88 44 785 −10,30
2025-08-14 13F Bank Of America Corp /de/ Put 900 −10,00 274 −0,36
2025-07-11 13F Prosperity Planning, Inc. 3 328 −6,44 1 012 3,48
2025-07-25 13F Pegasus Asset Management, Inc. 12 949 −0,60 3 936 9,92
2025-08-11 13F Birchbrook, Inc. 5 649 −8,21 1 717 1,54
2025-07-22 13F Echo Wealth Management, LLC 5 964 −3,24 1 813 6,97
2025-07-14 13F Clayton Financial Group LLC 2 070 −43,72 629 −37,72
2025-07-01 13F Harbor Investment Advisory, Llc 45 104 −4,83 13 708 5,24
2025-08-14 13F Dearborn Partners Llc 900 −7,69 274 2,25
2025-07-16 13F RWM Asset Management, LLC 1 868 −12,01 568 −2,74
2025-08-07 13F Tacita Capital Inc 8 276 −0,30 2 515 10,26
2025-08-06 13F Able Wealth Management LLC 2 483 −15,26 755 −6,34
2025-07-31 13F Optimum Investment Advisors 1 169 −60,96 355 −56,81
2025-07-28 13F Courier Capital Llc 5 684 −13,58 1 728 −4,43
2025-08-14 13F Evergreen Wealth Solutions, LLC 1 134 −9,21 345 0,29
2025-07-15 13F Colonial River Wealth Management, LLC 3 959 −3,08 1 221 8,73
2025-07-16 13F NovaPoint Capital, LLC 35 002 −2,64 10 638 7,67
2025-08-11 13F Synergy Investment Management, LLC 11 122 −6,92 3 380 2,92
2025-08-12 13F Coston, McIsaac & Partners 49 855 −0,52 15 15,38
2025-08-12 13F Weaver Consulting Group 28 871 −1,29 8 775 9,16
2025-07-22 13F MBL Wealth, LLC 7 594 −40,50 2 308 −34,19
2025-07-25 13F Ccg Wealth Management, Llc 9 625 −24,76 2 925 −16,79
2025-08-14 13F Toroso Investments, LLC 735 324 −1,03 223 487 9,44
2025-08-07 13F CENTRAL TRUST Co 329 201 −0,11 100 057 10,46
2025-08-14 13F Banque Transatlantique SA 0 −100,00 0
2025-05-15 13F Millennium Management Llc 0 −100,00 0 −100,00
2025-07-18 13F Cooper Financial Group 10 850 −5,20 3 298 4,83
2025-07-09 13F Parkside Advisors LLC 19 764 −3,97 6 025 6,52
2025-08-13 13F Pinkerton Retirement Specialists, LLC 1 028 −15,18 313 −6,31
2025-08-14 13F Graney & King, LLC 3 500 −1,88 1 064 8,47
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 50 931 −4,49 15 479 5,62
2025-08-13 13F Azimuth Capital Investment Management LLC 36 648 −0,17 11 138 10,40
2025-04-17 13F Montecito Bank & Trust 1 965 −6,21 540 −11,04
2025-08-12 13F Triune Financial Partners, LLC 2 462 −0,49 748 10,16
2025-08-08 13F Everett Harris & Co /ca/ 6 148 −0,40 1 869 10,14
2025-08-11 13F Novak & Powell Financial Services, Inc. 7 366 −33,20 2 239 −26,14
2025-07-17 13F Michels Family Financial, LLC 0 −100,00 0
2025-07-18 13F Benchmark Wealth Management, LLC 4 486 −2,18 1 363 8,17
2025-08-01 13F FSA Advisors, Inc. 1 465 −74,79 445 −72,14
2025-07-30 13F Crewe Advisors LLC 13 056 −15,91 3 968 −7,03
2025-08-14 13F Tandem Wealth Advisors LLC 13 705 −5,79 4 165 4,18
2025-08-05 13F Industrial Alliance Investment Management Inc. 66 906 −0,63 20 11,11
2025-08-13 13F Measured Wealth Private Client Group, LLC 5 167 −0,29 1 570 10,25
2025-08-14 13F Coyle Financial Counsel LLC 16 762 −1,85 5 095 8,54
2025-08-13 13F Truvestments Capital Llc 165 −30,96 50 −23,08
2025-07-21 13F West Financial Advisors, LLC 16 802 −8,27 5 107 1,43
2025-08-04 13F Horizon Wealth Management, LLC 78 214 −2,15 23 772 8,21
2025-07-15 13F Vannoy Advisory Group, Inc. 28 333 −0,11 8 611 10,47
2025-07-15 13F Aspire Capital Advisors LLC 5 003 −7,49 1 520 2,29
2025-07-15 13F Carr Financial Group Corp 49 049 −2,35 14 907 7,99
2025-07-31 13F Briaud Financial Planning, Inc 302 127 −1,43 92 8,33
2025-07-22 13F DT Investment Partners, LLC 18 710 −0,51 5 687 10,02
2025-07-21 13F Jackson Wealth Management, LLC 3 064 −0,03 931 10,57
2025-07-24 13F Thompson Investment Management, Inc. 9 541 −0,22 2 900 10,31
2025-07-10 13F Charter Oak Capital Management, LLC 12 537 −3,32 3 810 6,93
2025-07-15 13F Smith & Howard Wealth Management, LLC 158 676 −1,83 48 226 8,56
2025-07-30 13F TFB Advisors LLC 12 748 −2,73 3 875 7,55
2025-07-22 13F Global Assets Advisory, LLC 6 948 −53,34 2 112 −46,01
2025-07-14 13F Armstrong Advisory Group, Inc 5 837 −14,12 1 774 −9,90
2025-07-08 13F Goldstone Financial Group, LLC 56 232 −5,45 17 321 5,96
2025-08-12 13F OneAscent Financial Services LLC 44 751 −47,93 14 −43,48
2025-07-28 13F Naviter Wealth, LLC 864 −57,16 263 −52,44
2025-08-01 13F Integral Investment Advisors, Inc. 21 136 −18,28 6 424 −9,64
2025-07-16 13F Spinnaker Investment Group, LLC 6 249 −72,73 1 899 −69,85
2025-08-13 13F Vance Wealth, Inc. 1 102 −8,40 335 1,21
2025-07-23 13F Penney Financial, LLC 115 101 −3,02 34 983 7,24
2025-07-23 13F Tectonic Advisors Llc 1 717 −1,15 522 9,22
2025-08-07 13F Gryphon Financial Partners LLC 95 896 −1,33 29 146 9,12
2025-07-28 13F Wealthspan Partners, Llc 0 −100,00 0
2025-07-31 13F Glass Jacobson Investment Advisors llc 8 075 −9,19 2 454 −4,74
2025-07-15 13F DSG Capital Advisors, LLC 755 −67,30 229 −63,88
2025-07-02 13F Marotta Asset Management 10 567 −14,96 3 212 −8,73
2025-07-21 13F Zwj Investment Counsel Inc 1 135 −23,36 345 −15,48
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 21 136 −2,15 6 424 12,88
2025-04-22 13F Shum Financial Group, Inc. 1 639 −2,03 450 −7,02
2025-08-11 13F Strategic Wealth Partners, Ltd. 1 940 −16,31 590 −15,74
2025-07-24 13F KC Investment Advisors, LLC 9 660 −56,28 2 936 −51,65
2025-07-30 13F Capital Wealth Alliance, LLC 3 324 −79,15 1 010 −6,65
2025-08-08 13F Wiser Advisor Group LLC 0 −100,00 0
2025-07-31 13F Future You Wealth Llc 37 173 −7,81 11 298 1,12
2025-07-08 13F Webster Bank, N. A. 39 391 −11,04 11 972 −1,62
2025-08-05 13F Trail Ridge Investment Advisors, LLC 0 −100,00 0
2025-08-14 13F Dagco, Inc. 9 860 −0,18 2 997 10,39
2025-07-01 13F GP Brinson Investments LLC 294 073 −0,65 89 378 9,86
2025-08-06 13F Paulson Wealth Management Inc. 5 338 −14,06 1 622 −4,98
2025-07-18 13F Warren Street Wealth Advisors, LLC 1 061 −25,18 322 −17,22
2025-08-11 13F Lummis Asset Management, LP 1 073 −32,73 326 −25,57
2025-07-08 13F Lpwm Llc 6 701 −0,42 2 037 10,11
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 4 701 −16,74 1 429 −7,93
2025-07-24 13F MFA Wealth Services 5 691 −1,91 1 730 8,47
2025-08-06 13F ROI Financial Advisors, LLC 832 −19,85 253 −11,58
2025-07-14 13F CJM Wealth Advisers, Ltd. 0 −100,00 0
2025-08-12 13F Wind River Trust Co 19 027 −24,03 5 783 −16,00
2025-08-14 13F Mission Creek Capital Partners, Inc. 10 662 −6,28 3 241 3,65
2025-08-14 13F Vernal Point Advisors, LLC 33 136 −2,04 10 101 8,66
2025-08-07 13F Verus Capital Partners, Llc 6 016 −14,81 1 828 −5,82
2025-07-23 13F Gentry Private Wealth, Llc 8 352 −1,95 2 538 8,42
2025-07-17 13F Johnson Bixby & Associates, LLC 9 486 −0,79 2 883 9,70
2025-08-11 13F Alteri Wealth LLC 1 011 −2,60 307 7,72
2025-07-23 13F Pure Portfolios Holdings Llc 22 233 −11,56 6 757 −2,20
2025-07-25 13F Hobbs Group Advisors, LLC 6 958 −0,63 2 118 10,03
2025-07-10 13F Arbor Wealth Advisors LLC 18 221 −1,62 5 538 8,78
2025-07-31 13F Intelligent Financial Strategies 18 646 −44,55 5 684 −38,51
2025-08-12 13F Hanover Advisors Inc 187 665 −9,01 57 037 0,62
2025-07-29 13F Northern Capital Management, Inc. 3 093 −8,08 940 1,62
2025-08-14 13F City National Bank Of Florida /msd 925 −29,17 281 −21,51
2025-07-24 13F Williams & Novak, LLC 1 740 −11,27 529 −2,22
2025-07-10 13F Fortress Wealth Management, Inc. 8 296 −0,13 2 522 10,47
2025-07-23 13F Wise Wealth Partners 2 315 −4,54 704 5,56
2025-08-14 13F Two Sigma Investments, Lp 498 445 −24,86 151 492 −16,90
2025-07-25 13F Wealth Architects, LLC 18 741 −0,04 5 696 10,56
2025-08-12 13F Manchester Capital Management LLC 9 585 −44,87 2 913 −39,03
2025-07-23 13F Bear Mountain Capital, Inc. 13 530 −1,98 4 182 11,13
2025-08-05 13F K.J. Harrison & Partners Inc 0 −100,00 0
2025-08-13 13F Cary Street Partners Financial Llc 106 081 −0,08 32 241 10,49
2025-07-11 13F Bridge Creek Capital Management LLC 2 240 −2,35 681 7,94
2025-08-12 13F Up Strategic Wealth Investment Advisors Llc 1 687 −3,60 513 6,67
2025-04-11 13F Kfg Wealth Management, Llc 0 −100,00 0
2025-08-01 13F Purkiss Capital Advisors LLC 1 254 −1,65 381 8,86
2025-07-15 13F Kwmg, Llc 11 328 −1,50 3 443 8,92
2025-07-23 13F Hardy Reed LLC 763 615 −1,40 232 086 9,03
2025-08-13 13F Wealthquest Corp 4 957 −1,16 1 507 9,29
2025-08-12 13F Act Two Investors Llc 0 −100,00 0
2025-08-15 13F Fft Wealth Management Llc 28 026 −4,09 8 718 8,54
2025-08-12 13F Auxano Advisors, LLC 979 −11,72 298 −2,30
2025-08-05 13F HFG Advisors, Inc. 7 305 −1,36 2 220 9,09
2025-05-13 13F Ground Swell Capital, LLC 0 −100,00 0
2025-07-18 13F Financial Consulate, Inc 1 991 −13,25 605 −3,97
2025-07-11 13F Skyline Advisors, Inc. 101 939 −0,84 30 982 9,65
2025-07-16 13F Holland Advisory Services, Inc. 7 851 −1,13 2 386 9,35
2025-08-04 13F Heritage Investors Management Corp 23 555 −5,46 7 16,67
2025-07-29 13F Wealthstream Advisors, Inc. 19 259 −3,69 5 853 6,52
2025-07-23 13F First Merchants Corp 659 −25,70 200 −17,70
2025-07-30 13F Fiduciary Family Office, Llc 1 520 −26,21 462 −18,55
2025-08-06 13F Legacy Wealth Managment, LLC/ID 3 548 −49,42 1 078 −44,06
2025-07-24 13F Vantage Point Financial LLC 1 984 −3,83 603 6,36
2025-08-06 13F Adviser Investments LLC 150 326 −2,51 45 689 7,81
2025-07-25 13F Verdence Capital Advisors LLC 5 651 −3,71 1 717 6,51
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-08-07 13F Keystone Financial Services 2 795 −1,10 850 9,41
2025-07-10 13F Ferguson Wellman Capital Management, Inc 29 478 −1,32 8 959 9,12
2025-08-13 13F McGowan Group Asset Management, Inc. 865 −36,63 263 −30,13
2025-07-15 13F Seven Post Investment Office LP 51 338 −8,33 15 603 1,38
2025-08-06 13F New Millennium Group LLC 1 −99,85 0 −100,00
2025-08-14 13F Connecticut Wealth Management, LLC 75 286 −3,53 22 882 6,68
2025-08-14 13F Vista Capital Partners, Inc. 1 114 265 −1,53 338 659 8,89
2025-07-30 13F Rehmann Capital Advisory Group 19 737 −0,28 5 999 10,26
2025-07-31 13F Cornerstone Management, Inc. 51 402 −1,34 15 623 9,10
2025-07-14 13F Sterling Group Wealth Management, LLC 0 −100,00 0
2025-08-13 13F Smith, Moore & Co. 186 334 −2,02 56 632 8,35
2025-08-04 13F JDM Financial Group LLC 125 −54,21 38 −50,67
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 1 399 −1,96 425 8,42
2025-08-13 13F Meridian Wealth Partners, LLC 13 855 −0,48 4 211 10,06
2025-08-13 13F RFP Financial Group LLC 10 816 −0,91 3 287 9,60
2025-08-13 13F Townsquare Capital Llc 1 391 −98,80 423 −98,67
2025-08-14 13F Kovitz Investment Group Partners, LLC Put 0 −100,00 0 −100,00
2025-07-30 13F Durante & Waters, Llc 18 094 −1,63 5 499 8,78
2025-08-11 13F Avantax Planning Partners, Inc. 10 518 −2,11 3 197 8,23
2025-08-01 13F Austin Private Wealth, LLC 7 372 −3,82 2 241 6,36
2025-07-28 13F Perfromance Wealth Partners, LLC 3 915 −6,05 1 190 3,84
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-07-29 13F Northeast Investment Management 5 210 −0,19 1 583 10,39
2025-08-13 13F Natixis Advisors, L.p. 70 132 −8,98 21 0,00
2025-07-17 13F XML Financial, LLC 5 252 −9,93 1 596 −0,37
2025-08-08 13F Better Money Decisions, LLC 2 167 −1,46 659 8,94
2025-05-05 13F Arcadia Wealth Management, LLC 0 −100,00 0
2025-04-28 13F Xcel Wealth Management, LLC 0 −100,00 0
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-06 13F True Wealth Design, LLC 5 770 −5,72 1 754 4,22
2025-07-30 13F Fingerlakes Wealth Management, Inc. 14 786 −1,09 4 494 9,37
2025-08-18 13F/A National Bank Of Canada /fi/ 37 940 −12,23 11 532 −2,91
2025-05-06 13F Alpha Omega Group, Inc. 2 780 −22,65 764 −26,61
2025-07-29 13F Smithbridge Asset Management Inc/de 2 761 −0,32 839 10,25
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 39 466 −0,87 11 995 9,61
2025-08-11 13F Wealthspire Advisors, LLC 1 972 304 −13,00 599 442 −3,79
2025-07-17 13F Dopkins Wealth Management, Llc 2 364 −4,37 718 5,74
2025-07-30 13F DecisionMap Wealth Management, LLC 6 316 −5,51 1 919 4,52
2025-08-08 13F Principal Financial Group Inc 150 251 −2,31 45 666 8,03
2025-08-12 13F Cynosure Management, Llc 13 611 −5,29 4 137 4,74
2025-07-18 13F Tanager Wealth Management LLP 209 124 −3,24 63 570 7,02
2025-07-07 13F Peterson Wealth Advisors, LLC 54 221 −0,69 16 479 21,87
2025-08-13 13F Northern Trust Corp 9 634 009 −1,33 2 928 064 9,12
2025-07-22 13F Checchi Capital Advisers, LLC 2 878 −3,00 875 7,24
2025-07-30 13F CORDA Investment Management, LLC. 3 665 −8,72 1 114 0,91
2025-08-13 13F Balanced Wealth Group Llc 4 219 −2,68 1 312 10,08
2025-07-09 13F Procyon Private Wealth Partners, LLC 25 940 −11,51 7 884 −2,15
2025-08-14 13F Mairs & Power Inc 0 −100,00 0
2025-08-13 13F Cresset Asset Management, LLC 824 000 −2,99 251 191 7,60
2025-08-01 13F Alexander Labrunerie & Co., Inc. 2 439 −0,25 741 10,43
2025-07-21 13F Ashton Thomas Securities, Llc 9 806 −0,04 2 980 10,53
2025-07-23 13F Opulen Financial Group LLC 3 108 −3,03 945 7,27
2025-07-16 13F Newton One Investments LLC 29 766 −5,10 9 047 4,94
2025-04-21 13F O'Dell Group, LLC 0 −100,00 0
2025-07-31 13F Ingalls & Snyder Llc 919 −18,02 0
2025-07-24 13F Grand Wealth Management, Llc 4 773 −1,36 1 455 9,48
2025-07-11 13F Thomasville National Bank 2 395 −11,46 728 −2,15
2025-07-30 13F Sentry LLC 13 512 −2,24 4 107 8,11
2025-08-05 13F Freestone Capital Holdings, LLC 65 200 −0,19 19 816 10,38
2025-04-30 13F Cooper Capital Advisors LLC 0 −100,00 0
2025-07-25 13F Stephens Consulting, LLC 580 −2,03 176 8,64
2025-08-15 13F United Services Automobile Association 17 310 −5,92 5 261 4,03
2025-05-12 13F Lathrop Investment Management Corp 0 −100,00 0
2025-07-24 13F Comprehensive Money Management Services LLC 7 999 −0,31 2 431 10,25
2025-07-14 13F Acropolis Investment Management, LLC 6 487 −0,67 1 972 9,87
2025-08-15 13F Fidelity D & D Bancorp Inc 3 352 −0,24 1 019 10,29
2025-07-25 13F Clarendon Private LLC 9 849 −6,17 2 993 3,78
2025-08-05 13F Strategic Financial Concepts, LLC 36 813 −9,91 11 189 −0,37
2025-07-23 13F True Vision MN LLC 5 450 −1,68 1 661 9,06
2025-07-22 13F DBK Financial Counsel, LLC 14 141 −1,82 4 298 8,59
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-21 13F TFG Advisers LLC 1 876 −0,05 570 10,68
2025-08-08 13F Thoroughbred Financial Services, Llc 50 024 −18,55 15 −6,25
2025-07-22 13F Peoples Bank /oh 1 273 −23,54 387 −15,54
2025-07-24 13F Lokken Investment Group LLC 15 210 −12,25 4 623 −2,98
2025-08-14 13F Citadel Advisors Llc Put 145 800 −64,64 44 313 −60,90
2025-07-08 13F Melone Private Wealth, LLC 1 799 −7,08 546 2,44
2025-04-08 13F Taylor & Morgan Wealth Management, LLC 0 −100,00 0
2025-07-11 13F Harbour Capital Advisors, LLC 5 483 −7,15 1 675 7,51
2025-07-16 13F/A CX Institutional 21 891 −41,35 7 −40,00
2025-08-05 13F Tsfg, Llc 64 720 −40,34 20 −34,48
2025-07-29 13F Manchester Financial Inc 2 324 −0,21 706 10,31
2025-07-22 13F Legacy Trust 2 781 −0,22 845 10,46
2025-07-31 13F/A Sendero Wealth Management, LLC 570 320 −1,51 173 337 8,91
2025-08-14 13F Partners Capital Investment Group, Llp 18 213 −49,71 5 535 −44,39
2025-08-15 13F Security National Bank Of So Dak 0 −100,00 0
2025-07-21 13F Barton Investment Management 11 052 −5,68 3 359 4,32
2025-08-01 13F Rossby Financial, LCC 2 878 −0,93 875 11,20
2025-08-13 13F IAG Wealth Partners, LLC 4 307 −0,90 1 309 9,63
2025-07-15 13F Sheets Smith Wealth Management 3 159 −3,60 960 6,67
2025-07-07 13F Accelerate Investment Advisors LLC 3 703 −0,08 1 125 10,51
2025-07-09 13F Fermata Advisors, LLC 6 101 −16,00 1 854 −7,11
2025-08-12 13F Sierra Summit Advisors Llc 2 486 −1,00 756 9,42
2025-07-22 13F Innovative Wealth Building LLC 1 638 −10,98 498 −1,58
2025-08-14 13F Raymond James Financial Inc 3 042 106 −3,27 924 587 6,97
2025-08-11 13F Frank, Rimerman Advisors LLC 101 631 −0,42 30 889 10,12
2025-07-07 13F New Capital Management LP 0 −100,00 0
2025-07-31 13F Fiduciary Wealth Partners, LLC 900 −44,31 274 −38,51
2025-07-31 13F BIP Alliance, LLC 4 745 −12,78 1 442 −3,55
2025-07-29 13F Stratos Wealth Advisors, LLC 46 610 −1,49 14 166 8,94
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 104 041 −1,00 31 621 9,48
2025-07-08 13F Charis Legacy Partners, LLC 17 492 −0,97 5 316 9,52
2025-08-05 13F Lifeworks Advisors, LLC 1 242 −2,82 378 7,41
2025-08-07 13F McClarren Financial Advisors, Inc. 57 431 −4,28 17 455 108 987,50
2025-07-16 13F BankPlus Wealth Management LLC 3 140 −1,26 954 9,28
2025-08-08 13F Firestone Capital Management 77 168 −2,22 23 454 8,12
2025-08-13 13F American Money Management, LLC 33 085 −0,05 10 056 10,53
2025-08-19 13F/A Pitcairn Co 24 651 −4,15 7 492 6,00
2025-08-11 13F Landaas & Co /wi /adv 352 696 −3,43 107 195 6,79
2025-08-14 13F Palo Alto Wealth Advisors, Llc 1 398 −15,53 426 −10,88
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-07-17 13F HB Wealth Management, LLC 7 767 509 −8,17 2 360 777 6,12
2025-07-31 13F Core Wealth Management, Inc. 676 −66,20 205 −62,66
2025-08-05 13F Mission Wealth Management, Lp 327 929 −1,33 99 668 9,12
2025-08-05 13F Gilbert & Cook, Inc. 19 584 −0,84 5 952 9,67
2025-07-18 13F Madrona Financial Services, LLC 11 653 −2,99 3 542 7,27
2025-07-21 13F Financial Architects, LLC 85 040 −11,74 25 846 −2,39
2025-08-08 13F Bailard, Inc. 202 693 −5,06 61 604 4,99
2025-07-17 13F Symmetry Partners, LLC 55 616 −14,64 16 903 −5,61
2025-05-07 13F Nottingham Advisors, Inc. 0 −100,00 0
2025-08-11 13F Great Lakes Advisors, Llc 1 453 −79,92 442 −77,82
2025-08-06 13F Hoxton Planning & Management, LLC 3 040 −1,30 924 9,22
2025-07-24 13F JB Capital LLC 2 186 −19,07 664 −10,51
2025-07-28 13F Kiker Wealth Management, LLC 933 −19,50 284 −11,01
2025-07-17 13F Stockman Wealth Management, Inc. 3 475 −43,87 1 056 −37,92
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-18 13F USA Financial Portformulas Corp 2 602 −15,77 791 −6,84
2025-07-18 13F Philip James Wealth Mangement, LLC 42 499 −0,03 12 917 10,55
2025-07-22 13F HFM Investment Advisors, LLC 133 −0,75 40 11,11
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 55 162 −0,70 16 816 10,14
2025-08-13 13F Mackenzie Financial Corp 23 355 −18,16 7 098 −9,50
2025-08-13 13F Bare Financial Services, Inc 10 783 −1,56 3 277 8,87
2025-07-08 13F Baker Ellis Asset Management LLC 231 655 −2,68 70 407 7,62
2025-08-11 13F Conquis Financial Llc 1 613 −1,35 492 9,35
2025-08-13 13F Delphi Financial Group, Inc. 0 −100,00 0
2025-04-14 13F Greenspring Advisors, LLC 20 678 −4,52 5 683 −9,45
2025-07-15 13F Hofer & Associates. Inc 670 −32,60 204 −25,64
2025-07-07 13F Modus Advisors, LLC 35 988 −0,37 10 938 10,17
2025-07-15 13F ACT Advisors, LLC. 21 040 −18,40 6 395 −9,77
2025-07-29 13F Lyell Wealth Management, Lp 1 663 −15,28 505 −6,31
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-08-15 13F Front Street Capital Management, Inc. 3 058 −75,55 1 −100,00
2025-07-10 13F Hurlow Wealth Management Group, Inc. 18 854 −2,80 5 730 7,48
2025-07-17 13F David Kennon Inc 105 684 −1,58 32 120 8,84
2025-07-09 13F Affinity Capital Advisors, LLC 924 −1,91 281 13,82
2025-08-13 13F Cliffwater LLC 350 195 −0,09 106 435 10,48
2025-07-10 13F Mogy Joel R Investment Counsel Inc 4 584 −6,14 1 393 3,80
2025-04-29 13F Compton Wealth Advisory Group, LLC 0 −100,00 0
2025-08-08 13F Financial Gravity Companies, Inc. 242 −32,59 74 −29,81
2025-08-04 13F Balentine LLC 143 932 −3,54 43 745 6,67
2025-08-14 13F Van Den Berg Management I, Inc 2 590 −1,45 787 9,00
2025-04-14 13F IMC-Chicago, LLC 0 −100,00 0
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 53 650 −2,48 16 306 7,84
2025-08-15 13F Northeast Financial Consultants Inc 107 643 −0,10 32 716 10,48
2025-07-23 13F Mainsail Asset Management, Llc 11 136 −0,19 3 385 10,37
2025-07-24 13F Callan Family Office, LLC 57 915 −7,17 17 602 2,66
2025-08-13 13F Provida Pension Fund Administrator 0 −100,00 0 −100,00
2025-08-26 13F Provident Investment Management, Inc. 910 −3,81 277 6,56
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-07-14 13F Abound Wealth Management 42 688 −16,94 12 974 −8,15
2025-07-28 13F Arlington Financial Advisors, LLC 1 175 −88,79 357 −87,61
2025-07-17 13F Wolff Wiese Magana Llc 581 −0,51 177 10,00
2025-07-21 13F Ameriflex Group, Inc. 4 728 −9,74 1 427 −0,83
2025-08-11 13F Eq Llc 4 553 −0,31 1 384 10,20
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-04-28 13F Smart Money Group LLC 0 −100,00 0
2025-08-11 13F Monashee Investment Management LLC 0 −100,00 0
2025-07-11 13F Cypress Financial Planning Llc 2 385 −0,21 725 10,37
2025-07-18 13F Rogco, Lp 278 −21,69 84 −13,40
2025-07-07 13F OMNI 360 Wealth, Inc. 6 275 −3,49 1 907 6,77
2025-07-16 13F ORG Partners LLC 8 492 −2,48 2 581 7,50
2025-07-24 13F Capital Advisors, Ltd. LLC 81 834 −2,17 25 9,09
2025-07-17 13F Venture Visionary Partners LLC 85 905 −0,38 26 109 10,16
2025-08-06 13F Simmons Bank 8 121 −0,53 2 468 10,03
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 41 874 −12,21 12 727 −2,91
2025-08-05 13F Cassaday & Co Wealth Management LLC 7 863 −28,98 2 390 −21,47
2025-07-23 13F Citizens National Bank Trust Department 0 −100,00 0
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 9 108 −0,58 2 768 9,97
2025-07-09 13F Sandbox Financial Partners, LLC 2 529 −1,40 769 8,94
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 351 −4,62 107 4,95
2025-07-25 13F Priebe Wealth Holdings LLC 9 951 −7,33 3 024 2,47
2025-05-06 13F Readystate Asset Management Lp 0 −100,00 0 −100,00
2025-07-29 13F Aull & Monroe Investment Management Corp 1 355 −12,86 412 −3,75
2025-07-23 13F Capital Management Associates, Inc 3 699 −48,67 1 124 −43,23
2025-08-01 13F Gwn Securities Inc. 17 082 −33,36 5 242 −27,42
2025-08-14 13F Financial Network Wealth Advisors LLC 111 −70,63 34 −67,96
2025-07-17 13F Janney Montgomery Scott LLC 217 627 −1,08 66 10,00
2025-07-28 13F Patten & Patten Inc/tn 2 131 −12,84 648 −3,58
2025-08-12 13F Private Management Group Inc 944 −1,26 287 9,16
2025-07-11 13F Seacrest Wealth Management, Llc 16 375 −1,49 4 977 8,93
2025-07-07 13F Trust Co 26 458 −0,04 8 041 10,54
2025-08-06 13F Stone House Investment Management, LLC 116 −88,16 35 −86,99
2025-08-05 13F Verity Asset Management, Inc. 2 211 −62,73 672 −58,83
2025-07-23 13F Ti-trust, Inc 38 217 −0,57 11 615 9,96
2025-07-23 13F Morton Capital Management LLC/CA 4 995 −0,40 1 518 10,16
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 182 213 −1,56 55 380 8,86
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-17 13F Global Trust Asset Management, LLC 4 175 −1,16 1 269 9,31
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-14 13F Destination Wealth Management 3 084 −17,05 937 −8,23
2025-07-08 13F Madison Park Capital Advisors, LLC 837 −7,10 254 2,83
2025-07-10 13F HWG Holdings LP 5 079 −13,59 1 544 −4,46
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 2 655 −0,08 807 10,41
2025-07-18 13F SimpliFi, Inc. 4 804 −1,72 1 460 8,71
2025-07-23 13F Secured Retirement Advisors, Llc 7 120 −2,37 2 164 7,93
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-07-23 13F HTG Investment Advisors, Inc. 9 761 −0,99 2 967 9,49
2025-07-18 13F Heritage Financial Services, LLC 12 107 −12,65 3 680 −3,41
2025-07-09 13F Westbourne Investments, Inc. 3 412 −2,01 1 037 8,47
2025-08-08 13F Petix & Botte Co 25 897 −1,02 7 871 9,46
2025-08-25 NP CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I 6 738 −8,18 2 048 1,54
2025-08-14 13F Ancora Advisors, LLC 29 405 −0,75 8 937 9,75
2025-07-15 13F Accurate Wealth Management, LLC 7 608 −4,63 2 344 12,69
2025-07-23 13F Wealth Management Nebraska 4 586 −16,89 1 391 −8,31
2025-05-14 13F Hill Investment Group Partners, LLC 0 −100,00 0
2025-07-07 13F Schulz Wealth, LTD. 857 −0,12 261 10,64
2025-07-23 13F Values Added Financial LLC 13 985 −1,63 4 251 8,78
2025-07-30 13F Beech Hill Advisors, Inc. 0 −100,00 0
2025-08-08 13F King Wealth 4 906 −1,39 1 0,00
2025-08-07 13F Grange Capital, LLC 1 941 −7,97 590 1,90
2025-07-22 13F Warwick Investment Management, Inc. 49 494 −12,48 15 043 −3,22
2025-07-23 13F Elm3 Financial Group, LLC 3 233 −8,49 983 1,13
2025-07-23 13F Element Wealth, LLC 3 887 −2,14 1 182 8,25
2025-08-06 13F SOUTH STATE Corp 14 499 −30,75 4 407 −23,43
2025-08-04 13F IFG Advisory, LLC 156 050 −1,53 47 428 8,89
2025-08-07 13F Donaldson Capital Management, Llc 886 −1,23 269 9,35
2025-07-28 13F SFG Wealth Management, LLC. 4 246 −1,89 1 291 8,49
2025-08-14 13F Harris Associates L P 0 −100,00 0
2025-08-01 13F Transcend Wealth Collective, Llc 29 708 −0,67 9 029 9,86
2025-07-16 13F Embree Financial Group 13 038 −1,25 3 963 9,21
2025-07-15 13F Lynch & Associates/in 1 438 −9,45 437 0,23
2025-08-11 13F Elequin Capital Lp 0 −100,00 0
2025-08-01 13F Red Lighthouse Investment Management, Llc 6 436 −70,28 1 956 −65,25
2025-05-16 13F Coordinated Financial Services, Inc./CO 12 826 −2,59 3 525 0,09
2025-08-13 13F Everstar Asset Management, LLC 11 520 −2,61 3 501 7,69
2025-08-01 13F Penobscot Wealth Management 2 043 −10,47 621 −0,96
2025-08-12 13F Ameritas Investment Partners, Inc. 194 −11,42 59 −1,67
2025-08-13 13F Vertex Planning Partners, LLC 1 795 −14,03 546 −4,89
2025-07-30 13F First Citizens Bank & Trust Co 12 168 −4,73 3 698 5,36
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0 −100,00
2025-07-29 13F Private Trust Co Na 31 540 −10,66 9 586 −1,21
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 431 210 −1,56 131 058 8,86
2025-08-04 13F Northwest Financial Advisors 1 166 −71,81 354 −68,84
2025-07-29 13F Novare Capital Management Llc 1 596 −2,56 485 7,78
2025-08-04 13F Field & Main Bank 1 801 −14,73 547 −5,69
2025-07-09 13F Exchange Bank 12 657 −1,25 3 847 9,20
2025-05-14 13F Caisse De Depot Et Placement Du Quebec 0 −100,00 0
2025-08-25 NP IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 21 008 −1,82 6 385 8,55
2025-08-11 13F Stonebrook Private Inc. 781 −14,46 237 −5,20
2025-07-22 13F Apexium Financial, Lp 5 306 −0,15 1 615 10,62
2025-08-12 13F Argent Trust Co 48 534 −12,54 14 751 −3,29
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-13 13F Aspire Growth Partners LLC 10 136 −0,78 3 081 9,22
2025-07-09 13F O'Brien Wealth Partners LLC 132 437 −1,75 40 252 8,65
2025-08-05 13F Sage Capital Management, LLC 1 241 −0,08 377 10,26
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 2 789 −19,83 848 −11,40
2025-07-23 13F Lansing Street Advisors 32 148 −1,13 9 800 9,66
2025-08-07 13F Everhart Financial Group, Inc. 207 589 −2,83 63 093 7,45
2025-08-11 13F Rothschild Investment Llc 14 641 −1,67 4 450 8,72
2025-08-08 13F Atlantic Trust, LLC 8 468 −0,40 2 574 10,15
2025-07-23 13F Peak Financial Management, Inc. 98 371 −1,25 29 898 9,20
2025-07-15 13F Ridgecrest Wealth Partners, Llc 3 927 −0,71 1 194 9,75
2025-08-11 13F Advisor Resource Council 3 210 −90,64 976 −88,99
2025-07-16 13F MontVue Capital Management, Inc. 54 881 −0,36 16 680 10,19
2025-07-24 13F Drucker Wealth 3.0, LLC 56 661 −6,88 17 423 4,19
2025-08-07 13F Meridian Financial Partners LLC 2 160 −13,01 1
2025-08-01 13F First Command Advisory Services, Inc. 8 791 −0,03 2 672 10,51
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 1 261 −0,32 383 10,37
2025-08-01 13F Unconventional Investor, LLC 204 206 −2,02 62 064 8,32
2025-07-18 13F Swp Financial Llc 1 109 −0,72 337 10,13
2025-07-25 13F Courage Miller Partners, LLC 5 185 −0,04 1 576 10,53
2025-07-09 13F Catalyst Private Wealth, Llc 5 624 −11,63 1 709 −2,29
2025-08-26 NP RPAR - RPAR Risk Parity ETF 214 367 −7,75 65 153 2,01
2025-07-01 13F Rowland & Co Investment Counsel/adv 3 219 −1,98 979 8,43
2025-04-28 13F Buffington Mohr McNeal 1 201 −1,40 330 −6,25
2025-08-05 13F Navalign, LLC 1 231 −6,81 374 3,31
2025-07-16 13F Signaturefd, Llc 55 401 −12,58 16 838 −3,32
2025-07-30 13F CMG Global Holdings, LLC 8 218 −34,23 2 577 −23,33
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-08-07 13F Rollins Financial Advisors, LLC 1 117 −19,99 339 −11,49
2025-08-13 13F Blue Fin Capital, Inc. 1 470 −0,74 447 3,96
2025-07-28 13F Elmwood Wealth Management, Inc. 2 439 −7,47 741 2,35
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 166 089 −0,74 50 479 9,76
2025-07-07 13F Trust Co Of Oklahoma 1 667 −0,89 507 9,52
2025-08-14 13F Becker Capital Management Inc 265 307 −2,70 80 877 7,92
2025-08-04 13F Spire Wealth Management 21 114 −9,66 6 417 −0,09
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 17 642 −0,60 5 362 9,92
2025-08-14 13F Glen Eagle Advisors, LLC 24 296 −1,98 7 384 8,40
2025-07-24 13F Trevian Wealth Management LLC 18 116 −10,87 6 0,00
2025-08-07 13F Fidelis Capital Partners, LLC 2 954 −0,03 919 15,02
2025-07-28 13F Allianz Asset Management GmbH 7 380 −76,33 2 243 −73,82
2025-08-06 13F Convergence Financial, LLC 1 359 −16,11 413 −7,19
2025-07-17 13F Greenhouse Wealth Management, LLC 23 176 −0,02 7 044 10,57
2025-07-17 13F Beacon Capital Management, LLC 208 190 −8,84 63 275 0,80
2025-07-09 13F Defined Wealth Management, Llc 3 818 −9,05 1 161 0,61
2025-08-04 13F Continental Investors Services, Inc. 9 208 −1,10 2 799 9,98
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 −100,00 0
2025-08-12 13F NDVR, Inc. 4 777 −2,41 1 452 7,88
2025-08-14 13F Smartleaf Asset Management LLC 11 711 −2,47 3 552 8,19
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 86 026 −0,64 26 146 9,88
2025-07-11 13F Annex Advisory Services, LLC 125 182 −1,44 38 047 8,99
2025-08-07 13F Nwam Llc 23 336 −2,03 7 287 11,30
2025-07-31 13F 180 Wealth Advisors, Llc 9 687 −0,71 2 944 9,81
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-07-17 13F ERn Financial, LLC 1 894 −7,47 576 2,31
2025-07-17 13F Guyasuta Investment Advisors Inc 23 207 −12,63 7 053 −3,38
2025-04-11 13F Safeguard Financial, LLC 16 137 −2,57 4 435 −7,61
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 91 117 −2,07 27 693 8,29
2025-08-14 13F IPG Investment Advisors LLC 0 −100,00 0
2025-07-10 13F Professional Financial Advisors, LLC 16 656 −49,39 5 062 −44,03
2025-08-11 13F WPWealth LLP 9 029 −0,01 2 744 10,60
2025-07-23 13F Wheelhouse Advisory Group LLC 1 225 −7,83 373 1,92
2025-08-06 13F Horizon Investment Services, LLC 1 642 −15,75 499 −6,73
2025-08-12 13F Accredited Wealth Management, LLC 5 726 −8,41 1 745 1,57
2025-07-08 13F Next Level Private LLC 5 600 −0,60 1 702 9,95
2025-07-22 13F Dougherty Wealth Advisers LLC 317 −42,99 96 −36,84
2025-07-28 13F Delap Wealth Advisory, Llc 36 544 −0,40 11 107 10,15
2025-08-14 13F Vivaldi Capital Management, LLC 26 948 −2,37 8 190 7,96
2025-08-14 13F Financial Strategies Group, Inc. 12 120 −0,32 3 721 16,06
2025-07-11 13F BTC Capital Management, Inc. 16 958 −7,75 5 154 2,02
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 2 174 −11,23 661 −1,93
2025-08-13 13F American Investment Services, Inc. 7 160 −0,03 2 176 10,57
2025-04-22 13F Hill Island Financial Llc 0 −100,00 0
2025-07-10 13F NorthCrest Asset Manangement, LLC 18 334 −2,14 5 647 9,69
2025-08-14 13F Chilton Investment Co Llc 44 807 −1,56 13 618 8,87
2025-09-09 13F Cambridge Financial Group, LLC 1 465 −47,23 445 −41,45
2025-07-23 13F Steel Peak Wealth Management LLC 10 304 −72,17 3 141 −69,14
2025-07-25 13F Joel Adams & Associates, Inc. 4 182 −4,04 1 271 6,18
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-28 13F Private Wealth Asset Management, LLC 2 261 −1,09 687 9,39
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110 943 −0,76 33 719 10,32
2025-08-20 13F Forefront Wealth Partners, LLC 3 305 −16,96 958 −12,44
2025-07-31 13F Alamar Capital Management, LLC 1 125 −0,27 343 10,32
2025-07-24 13F Us Bancorp \de\ 2 144 830 −3,26 651 878 6,98
2025-08-14 13F Price T Rowe Associates Inc /md/ 1 680 −19,23 1
2025-07-14 13F Ridgewood Investments LLC 4 296 −1,58 1 306 8,84
2025-08-06 13F Nvwm, Llc 10 273 −28,40 3 122 −20,82
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 1 162 −6,74 353 3,22
2025-07-24 13F True Link Financial Advisors, LLC 1 993 −11,22 606 −1,94
2025-07-23 13F Intergy Private Wealth, LLC 3 518 −21,05 1 069 −12,66
2025-07-14 13F Chapin Davis, Inc. 5 141 −0,19 1 562 10,39
2025-07-24 13F Jfs Wealth Advisors, Llc 50 345 −0,24 15 301 10,33
2025-07-08 13F Adamsbrown Wealth Consultants Llc 2 119 −7,18 644 2,55
2025-08-11 13F Rockbridge Investment Management, LCC 71 722 −0,54 21 798 9,98
2025-08-13 13F Gibson Wealth Advisors LLC 130 441 −5,04 39 645 5,00
2025-08-06 13F Forbes Financial Planning, Inc. 29 135 −4,16 8 855 5,97
2025-08-05 13F Sigma Planning Corp 43 546 −7,60 13 237 2,20
2025-08-01 13F Cedar Point Capital Partners, LLC 2 972 −0,57 903 9,99
2025-08-14 13F IHT Wealth Management, LLC 56 949 −32,91 17 308 −0,51
2025-08-12 13F FourThought Financial Partners, LLC 5 101 −0,86 1 550 9,62
2025-08-06 13F Round Rock Advisors, LLC 0 −100,00 0
2025-08-11 13F Root Financial Partners, LLC 68 643 −12,40 20 863 −3,16
2025-07-21 13F New Century Financial Group, LLC 898 −72,29 273 −69,44
2025-08-08 13F Austin Wealth Management, LLC 7 439 −1,00 2 313 14,40
2025-05-05 13F Morningstar Investment Services LLC 281 306 −42,84 77 −45,77
2025-07-15 13F Mather Group, Llc. 89 333 −6,39 27 151 3,52
2025-08-14 13F Napa Wealth Management 2 240 −2,48 681 7,77
2025-08-07 13F Apeiron RIA LLC 2 203 −4,38 670 5,69
2025-04-17 13F Rs Crum Inc. 6 832 −2,91 1 878 −7,95
2025-07-17 13F Flywheel Private Wealth LLC 6 467 −16,68 1 966 −7,88
2025-07-17 13F Capital Insight Partners, Llc 12 629 −0,93 3 838 9,56
2025-08-14 13F Penn Capital Management Co Inc 0 −100,00 0
2025-05-15 13F Fortress Private Ledger, Llc 0 −100,00 0
2025-07-24 13F Folger Nolan Fleming Douglas Capital Management, Inc 35 877 −2,49 10 904 7,83
2025-07-24 13F Agate Pass Investment Management, LLC 2 660 −5,64 808 4,39
2025-07-28 13F Nadler Financial Group, Inc. 245 980 −5,41 74 761 4,60
2025-07-23 13F Charter Trust Co 1 795 −19,58 546 −11,09
2025-08-06 13F OneAscent Wealth Management LLC 4 084 −7,69 1 0,00
2025-07-16 13F Rezny Wealth Management, Inc. 667 −54,53 203 −49,88
2025-08-05 13F Carson Advisory Inc. 2 810 −8,41 854 1,30
2025-07-10 13F SK Wealth Management, LLC 871 −10,02 268 9,43
2025-07-29 13F Flavin Financial Services, Inc. 2 102 −22,61 639 −14,48
2025-07-09 13F Dynamic Advisor Solutions LLC 63 162 −47,46 19 197 −41,90
2025-08-11 13F Pineridge Advisors LLC 179 −66,48 54 −63,01
2025-07-22 13F Journey Beyond Wealth, LLC 1 195 −5,53 363 4,61
2025-08-11 13F Teachers Insurance & Annuity Association Of America 0 −100,00 0
2025-08-12 13F Horizon Kinetics Asset Management Llc 1 182 −9,22 359 0,56
2025-07-25 13F Gibson Capital, LLC 883 252 −0,56 268 447 9,97
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-07-15 13F Sara-Bay Financial 2 006 −28,76 610 −20,91
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 3 963 −14,76 1 204 −5,72
2025-07-31 13F Resonant Capital Advisors, LLC 16 843 −2,11 5 135 8,59
2025-07-31 13F Jordan Park Group LLC 9 194 −8,48 2 794 1,20
2025-07-01 13F BancFirst Trust & Investment Management 10 635 −0,48 3 226 10,41
2025-07-23 13F InTrack Investment Management Inc 1 332 −8,14 405 1,51
2025-07-17 13F Altus Wealth Management, LLC 149 301 −1,27 45 377 9,18
2025-05-29 13F Parkshore Wealth Management, Inc. 0 −100,00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 35 866 −1,10 10 901 9,36
2025-08-12 13F Garrett Wealth Advisory Group, LLC 742 −16,06 225 −7,02
2025-07-14 13F Southland Equity Partners LLC 2 520 −4,15 766 5,96
2025-08-12 13F Wealthbridge Capital Management, Llc 14 977 −0,76 4 552 9,74
2025-08-14 13F Dark Forest Capital Management Lp 0 −100,00 0
2025-08-12 13F WealthTrak Capital Management LLC 349 −9,11 106 0,95
2025-07-17 13F Smith, Salley & Associates 13 977 −1,64 4 248 8,78
2025-07-30 13F Berkeley Capital Partners, LLC 10 130 −0,50 3 079 10,01
2025-08-14 13F Note Advisors, LLC 0 −100,00 0
2025-08-18 13F Pacific Center for Financial Services 139 683 −0,26 42 454 10,30
2025-08-13 13F Edgestream Partners, L.P. 3 963 −1,54 1 204 8,86
2025-07-24 13F Gilliland Jeter Wealth Management LLC 2 603 −1,10 791 9,41
2025-08-12 13F Shakespeare Wealth Management, Inc. 14 810 −0,24 4 501 10,32
2025-08-08 13F Laurel Wealth Planning LLC 797 −11,15 242 −1,63
2025-07-14 13F Chico Wealth RIA 2 542 −0,74 773 9,82
2025-07-22 13F Capital Advisors Inc/ok 7 952 −3,05 2 417 7,19
2025-04-25 13F Smallwood Wealth Investment Management, LLC 25 638 −2,64 7 046 −7,68
2025-07-29 13F Financial Futures Ltd Liability Co. 841 −3,78 256 6,25
2025-08-14 13F Creegan & Nassoura Financial Group, LLC 2 920 −7,01 887 2,78
2025-08-14 13F Integrated Investment Consultants, LLC 2 885 −98,31 877 68,46
2025-08-08 13F VERITY Wealth Advisors 132 616 −0,92 40 306 9,57
2025-08-05 13F Cherry Tree Wealth Management, LLC 12 856 −1,61 3 907 8,80
2025-07-29 13F Koshinski Asset Management, Inc. 31 152 −4,13 9 468 6,02
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 2 199 −1,79 668 8,62
2025-07-28 13F Stegner Investment Associates Inc. 2 499 −6,26 760 3,69
2025-08-07 13F Alliance Wealth Management Group 2 666 −1,08 810 9,46
2025-04-28 13F Great Point Wealth Advisors, LLC 38 706 −3,11 10 638 −8,12
2025-07-01 13F Bush Investment Group, Llc 99 942 −4,62 30 375 5,47
2025-08-12 13F Viawealth, Llc 2 046 −11,16 622 −1,74
2025-07-29 13F Financial Symmetry Inc 8 785 −2,45 2 670 7,84
2025-08-13 13F Strategic Financial Planning, Inc. 16 317 −0,10 4 959 10,47
2025-07-18 13F Access Financial Services, Inc. 4 142 −6,42 1 259 3,45
2025-08-08 13F Arvest Bank Trust Division 4 374 −5,81 1 329 4,15
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 94 243 −3,10 28 643 7,16
2025-07-15 13F Signet Financial Management, Llc 27 763 −3,43 8 438 6,80
2025-08-07 13F Cypress Capital, LLC 149 324 −0,70 45 384 9,80
2025-07-24 13F Copperwynd Financial, LLC 972 −94,52 295 −93,95
2025-08-05 13F Levin Capital Strategies, L.p. 25 201 −28,83 7 659 −21,30
2025-07-16 13F Littlejohn Financial Services, Inc. 5 219 −15,55 1 586 −6,60
2025-07-30 13F D.a. Davidson & Co. 552 652 −0,94 167 968 9,54
2025-07-15 13F Financial Management Professionals, Inc. 172 −96,92 52 −96,61
2025-08-06 13F Wsfs Capital Management, Llc 13 102 −6,11 3 982 3,83
2025-08-12 13F Eldridge Investment Advisors, Inc. 8 358 −3,38 2 540 6,86
2025-07-23 13F Hager Investment Management Services, Llc 2 148 −3,81 653 6,36
2025-08-06 13F Modera Wealth Management, LLC 177 419 −2,07 53 923 8,30
2025-07-16 13F Pacific Sage Partners, LLC 0 −100,00 0
2025-07-24 13F Bernard Wealth Management Corp. 76 −75,32 23 −72,62
2025-08-08 13F Chandler Asset Management, Inc. 109 875 −0,57 33 394 9,96
2025-08-01 13F Centerpoint Advisors, LLC 1 050 −3,23 0
2025-07-31 13F Brighton Jones Llc 278 465 −1,44 84 634 8,99
2025-08-14 13F Waterway Wealth Management, LLC 2 238 −71,20 680 −68,16
2025-08-18 13F Wolverine Trading, Llc 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 2 446 455 −4,47 744 5,69
2025-08-11 13F Westover Capital Advisors, LLC 2 717 −0,15 826 10,44
2025-08-13 13F Global Endowment Management, LP 340 983 −13,26 103 635 −4,08
2025-07-25 13F R. W. Roge & Company, Inc. 17 841 −12,16 5 0,00
2025-06-26 NP MSTSX - Morningstar Unconstrained Allocation Fund 234 785 −3,92 64 054 −12,22
2025-07-22 13F Kickstand Ventures, Llc. 678 −10,91 206 −1,44
2025-08-01 13F GoalVest Advisory LLC 41 491 −3,80 12 610 6,39
2025-07-24 13F Etesian Wealth Advisors, Inc. 5 832 −2,47 1 773 7,85
2025-07-09 13F OLIO Financial Planning 129 912 −3,73 39 484 6,46
2025-08-08 13F 1776 Wealth LLC 5 182 −1,24 1 575 9,15
2025-07-25 13F Total Clarity Wealth Management, Inc. 8 267 −2,03 2 512 2,74
2025-07-25 13F Sharp Financial Services, LLC 2 182 −39,30 663 −32,89
2025-05-01 13F Quest 10 Wealth Builders, Inc. 3 935 −23,93 1 081 −27,89
2025-08-06 13F AE Wealth Management LLC 35 119 −2,27 10 674 8,08
2025-07-25 13F GFS Advisors, LLC 49 950 −2,44 15 181 7,88
2025-08-12 13F American Century Companies Inc 0 −100,00 0
2025-08-14 13F AllSquare Wealth Management LLC 98 006 −0,50 29 787 10,04
2025-07-15 13F Bay Capital Advisors, LLC 2 806 −0,04 853 10,51
2025-08-07 13F Brio Consultants, LLC 8 995 −21,80 2 734 −13,54
2025-07-21 13F Old Second National Bank Of Aurora 0 −100,00 0
2025-07-31 13F United Community Bank 6 597 −0,15 2 005 10,47
2025-08-14 13F Marquette Associates, Inc. 21 119 −0,25 6 419 10,31
2025-08-08 13F L & S Advisors Inc 23 695 −2,45 7 202 7,86
2025-08-06 13F SNS Financial Group, LLC 28 852 −0,59 8 795 10,27
2025-08-12 13F Financial Advocates Investment Management 95 096 −4,78 28 903 5,30
2025-07-17 13F Covenant Asset Management, LLC 5 359 −2,97 1 629 7,32
2025-07-18 13F Consolidated Portfolio Review Corp 13 101 −5,03 3 982 5,01
2025-07-31 13F FSA Investment Group, LLC 817 −86,78 248 −85,39
2025-07-16 13F St Germain D J Co Inc 5 388 −13,11 1 638 −3,93
2025-07-21 13F Abundance Wealth Counselors 18 741 −2,04 6 0,00
2025-07-28 13F Bridges Investment Management Inc 4 678 −5,72 1 422 4,26
2025-08-15 13F Brooks, Moore & Associates, Inc. 1 269 −32,10 395 −23,20
2025-07-09 13F Sapient Capital Llc 31 816 −0,37 9 699 10,51
2025-08-11 13F FineMark National Bank & Trust 60 142 −4,43 18 279 5,68
2025-07-25 13F SPC Financial, Inc. 7 228 −1,50 2 197 8,93
2025-07-15 13F Garrett Investment Advisors LLC 124 366 −2,39 37 799 7,94
2025-07-23 13F Fortis Advisors, LLC 973 −9,32 296 0,34
2025-08-18 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-07-24 13F MSH Capital Advisors LLC 1 573 −2,84 478 7,42
2025-08-06 13F Van Cleef Asset Management,Inc 31 746 −0,22 9 649 10,34
2025-07-24 13F Invictus Private Wealth, Llc 974 −21,83 296 −13,45
2025-08-07 13F Winthrop Capital Management, LLC 5 073 −0,78 2 0,00
2025-08-08 13F Truepoint, Inc. 1 217 272 −1,07 369 965 9,40
2025-07-23 13F Axos Invest Inc. 179 980 −4,93 54 701 5,13
2025-07-09 13F Riversedge Advisors, Llc 2 444 −3,09 743 7,07
2025-08-01 13F Private Wealth Partners, LLC 14 750 −4,13 4 483 6,01
2025-08-13 13F Colonial Trust Advisors 3 983 −3,28 1 211 6,98
2025-08-14 13F Mercer Global Advisors Inc /adv 0 −100,00 0 −100,00
2025-08-14 13F Modern Wealth Management, LLC 273 070 −4,62 82 994 5,48
2025-07-23 13F Optas, LLC 83 348 −45,59 25 332 −39,83
2025-07-29 13F Spectrum Investment Advisors, Inc. 0 −100,00 0
2025-07-10 13F Anderson Hoagland & Co 13 287 −1,94 4 038 22,29
2025-07-25 13F Commonwealth Financial Services, LLC 1 127 −10,06 343 −0,58
2025-08-13 13F BlackDiamond Wealth Management Inc. 744 −1,33 226 8,13
2025-08-04 13F Noesis Capital Mangement Corp 2 860 −3,57 869 6,63
2025-08-11 13F One Capital Management, LLC 33 601 −28,09 10 213 −20,48
2025-04-22 13F LVZ Advisors, Inc. 0 −100,00 0
2025-08-12 13F Fortis Capital Management LLC 1 916 −0,47 582 10,02
2025-07-17 13F LexAurum Advisors, LLC 53 880 −0,12 16 376 10,45
2025-07-25 13F Atria Wealth Solutions, Inc. 124 227 −34,06 38 013 −26,58
2025-07-25 13F Hazlett, Burt & Watson, Inc. 84 −92,34 0
2025-07-21 13F Sterling Investment Counsel, LLC 0 −100,00 0
2025-07-15 13F Kraft Asset Management, Llc 0 −100,00 0
2025-05-12 13F Sandy Spring Bank 12 015 −2,17 3 302 −7,22
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 111 088 −0,52 33 763 14,47
2025-07-24 13F Galvin, Gaustad & Stein, LLC 6 042 −0,08 1 836 10,47
2025-07-30 13F Cabot-Wellington, LLC 679 335 −2,75 206 470 7,54
2025-08-05 13F Ellevest, Inc. 210 393 −83,76 63 945 −82,04
2025-07-29 13F Liberty Square Wealth Partners Llc 2 762 −0,47 839 10,10
2025-08-08 13F TD Capital Management LLC 255 171 −1,60 77 554 8,82
2025-08-05 13F American Institute for Advanced Investment Management, LLP 11 677 −0,42 3 549 10,12
2025-07-15 13F Martin Capital Advisors, LLP 19 384 −0,51 5 891 10,03
2025-07-29 13F Empirical Asset Management, LLC 0 −100,00 0
2025-07-30 13F MEMBERS Trust Co 10 125 −26,43 3 077 −18,64
2025-08-07 13F Curtis Advisory Group, LLC 7 901 −2,13 2 401 8,25
2025-07-16 13F Maridea Wealth Management LLC 2 404 −87,03 731 −85,66
2025-07-17 13F LifeGoal Wealth Advisors 5 986 −5,70 1 819 4,30
2025-07-22 13F Red Door Wealth Management, LLC 12 862 −3,76 3 909 6,43
2025-07-21 13F Matauro, Llc 10 286 −7,62 3 126 2,16
2025-07-21 13F Andina Capital Management, LLC 2 698 −49,96 820 −44,70
2025-07-18 13F Childress Capital Advisors, Llc 1 869 −0,90 568 9,65
2025-08-04 13F Keybank National Association/oh 88 780 −18,47 26 983 −9,84
2025-08-01 13F Envestnet Asset Management Inc 5 922 093 −1,85 1 799 706 8,53
2025-08-14 13F Sargent Investment Group, LLC 0 −100,00 0
2025-08-08 13F Sittner & Nelson, Llc 1 122 −44,65 341 −38,78
2025-07-16 13F Essex Financial Services, Inc. 32 973 −0,34 10 022 10,21
2025-07-30 13F/A KPP Advisory Services LLC 6 316 −11,03 1 920 −1,64
2025-07-24 13F IFP Advisors, Inc 31 844 −35,06 9 678 −28,19
2025-08-05 13F Bank of New York Mellon Corp 2 134 175 −1,14 648 640 9,32
2025-07-09 13F First Bank & Trust 214 991 −0,74 65 342 9,77
2025-07-10 13F Redhawk Wealth Advisors, Inc. 1 932 −82,83 587 −81,02
2025-07-11 13F Caldwell Securities, Inc 6 128 −2,39 1 862 7,94
2025-08-08 13F/A Sterling Capital Management LLC 16 165 −0,09 4 913 10,50
2025-07-10 13F Fulton Bank, N.a. 13 608 −0,01 4 136 10,56
2025-08-13 13F Milestone Investment Advisors LLC 13 886 −0,03 4 220 10,56
2025-07-16 13F Spirepoint Private Client, Llc 2 525 −0,39 767 10,20
2025-07-15 13F Highland Financial Advisors, LLC 27 316 −2,00 8 302 8,38
2025-08-14 13F Advisor OS, LLC 55 307 −3,01 16 810 7,25
2025-08-08 13F SBI Securities Co., Ltd. 624 292 −2,52 189 741 7,80
2025-07-15 13F Signal Tree Financial Partners Llc 11 348 −6,42 3 449 3,48
2025-07-28 13F Fairman Group, LLC 9 219 −0,05 2 810 6,08
2025-07-07 13F Dominguez Wealth Management Solutions, Inc. 1 126 −21,04 342 −12,53
2025-08-04 13F Evergreen Wealth Management, LLC 37 566 −8,80 11 418 0,85
2025-05-15 13F Glenmede Trust Co Na 509 067 −6,03 139 912 −10,89
2025-08-13 13F Stenger Family Office, LLC 2 454 −1,41 766 6,24
2025-07-17 13F BFI Infinity Ltd. 56 601 −3,42 17 203 6,80
2025-08-15 13F Sugar Maple Asset Management, LLC 1 055 −10,44 321 −0,93
2025-08-12 13F Northstar Financial Companies, Inc. 0 −100,00 0
2025-08-14 13F Main Street Financial Solutions, LLC 185 069 −4,02 56 248 6,13
2025-08-11 13F Platform Technology Partners 1 887 −5,79 573 4,18
2025-05-12 13F Richard W. Paul & Associates, LLC 0 −100,00 0
2025-08-14 13F FC Advisory LLC 23 866 −5,32 7 254 4,71
2025-07-29 13F International Assets Investment Management, Llc 39 069 −2,96 11 874 7,31
2025-08-14 13F Financial Advisory Service, Inc. 17 416 −0,17 5 293 10,41
2025-08-13 13F BCJ Capital Management, LLC 18 466 −9,87 5 612 −0,34
2025-07-22 13F Clarius Group, LLC 184 420 −9,66 56 051 −0,10
2025-08-05 13F Tiaa Trust, National Association 818 117 −8,69 248 650 0,97
2025-08-08 13F Maple Capital Management, Inc. 1 228 −16,75 373 −7,90
2025-08-14 13F Gotham Asset Management, LLC 70 909 −34,80 21 551 −27,90
2025-08-05 13F Ciovacco Capital Management LLC 0 −100,00 0
2025-08-13 13F Lumbard & Kellner, LLC 11 020 −3,30 3 349 6,93
2025-07-29 13F Disciplined Investments, LLC 0 −100,00 0
2025-08-06 13F Wedbush Securities Inc 29 882 −4,56 9 12,50
2025-07-15 13F MCF Advisors LLC 11 572 −5,31 3 524 4,91
2025-08-13 13F WCG Wealth Advisors LLC 25 490 −0,53 7 747 10,00
2025-07-18 13F Northeast Financial Group, Inc. 8 259 −0,57 2 510 9,99
2025-07-23 13F West Paces Advisors Inc. 19 496 −0,89 5 925 9,60
2025-07-31 13F CNB Bank 5 908 −1,02 1 796 9,45
2025-07-23 13F WoodTrust Financial Corp 0 −100,00 0
2025-08-11 13F Wbi Investments, Inc. 0 −100,00 0
2025-08-08 13F Condor Capital Management 2 017 −6,40 613 3,55
2025-07-25 13F Natural Investments, Llc 1 070 −5,64 0
2025-08-13 13F Safe Harbor Fiduciary, LLC 1 760 −3,67 535 6,37
2025-07-16 13F Novem Group 10 847 −2,87 3 297 7,40
2025-07-08 13F Juncture Wealth Strategies, Llc 5 140 −11,50 1 562 −2,13
2025-08-14 13F Lhm, Inc. 401 138 −3,24 122 284 7,33
2025-07-25 13F Strategic Point Investment Advisors, LLC 21 333 −1,57 6 484 8,85
2025-08-05 13F Wellington Shields & Co., LLC 430 −18,87 131 −10,34
2025-08-13 13F Victory Financial Group, Llc 12 266 −14,44 3 728 −5,21
2025-08-15 13F Earnest Partners Llc 3 943 −37,97 1 198 −31,43
2025-07-09 13F Goelzer Investment Management, Inc. 5 389 −2,28 1 638 8,05
2025-08-15 13F Chapman Financial Group, Llc 1 509 −16,58 459 −12,60
2025-07-28 13F WealthPLAN Partners, LLC 36 161 −33,53 10 991 −26,49
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 483 452 −10,50 450 904 −1,07
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-07-09 13F Intelligence Driven Advisers, LLC 1 507 −8,22 458 1,55
2025-08-12 13F Jefferies Financial Group Inc. 1 359 −35,29 413 −28,60
2025-07-30 13F Strategic Blueprint, LLC 52 993 −0,42 16 106 10,12
2025-07-15 13F RTD Financial Advisors, Inc. 6 328 −1,22 1 923 9,26
2025-08-11 13F Culbertson A N & Co Inc 39 776 −1,43 12 089 9,01
2025-07-17 13F Heritage Investment Group, Inc. 4 731 −1,58 1 438 8,78
2025-07-30 13F Darrow Company, Inc. 1 314 −0,83 399 9,62
2025-08-12 13F Waterloo Capital, L.P. 10 557 −0,84 3 208 9,68
2025-08-05 13F Towercrest Capital Management 2 666 −1,08 810 9,46
2025-08-07 13F Alpha Cubed Investments, LLC 8 732 −6,20 2 654 3,75
2025-08-08 13F eCIO, Inc. 2 529 −2,13 769 8,17
2025-04-29 13F Financial Network Wealth Management LLC 836 −0,24 0
2025-07-25 13F Libra Wealth Llc 195 687 −2,81 59 475 7,48
2025-08-13 13F Harfst & Associates, Inc. 29 238 −0,31 8 886 10,25
2025-08-06 13F Golden State Wealth Management, LLC 4 338 −39,54 1 318 −33,16
2025-08-08 13F Wall Street Access Asset Management, LLC 2 809 −28,45 854 −20,95
2025-08-15 13F State of Tennessee, Treasury Department 1 654 571 −0,41 502 874 10,13
2025-09-04 13F Reynders McVeigh Capital Management, LLC 2 958 −1,33 1
2025-08-12 13F NFP Retirement, Inc. 5 129 −6,08 1 559 3,87
2025-04-22 13F Stiles Financial Services Inc 0 −100,00 0
2025-07-25 13F Pandora Wealth, Inc. 314 −3,09 95 6,74
2025-07-21 13F Ameritas Advisory Services, LLC 28 897 −44,60 8 783 −40,30
2025-08-14 13F Amussen Hunsaker Associates Llc 14 883 −0,04 4 537 10,85
2025-07-21 13F Ntv Asset Management Llc 1 341 −1,76 408 8,53
2025-08-13 13F Crescent Grove Advisors, LLC 88 293 −0,31 26 916 10,57
2025-07-09 13F Archer Investment Management, LLC 2 906 −12,84 883 −3,60
2025-07-28 13F Cornerstone Wealth Group, LLC 62 056 −0,32 18 861 10,22
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 4 890 −0,61 1 486 9,91
2025-07-22 13F D.B. Root & Company, LLC 15 924 −5,57 4 840 4,42
2025-08-13 13F Ally Invest Advisors Inc. 4 695 −0,59 1 427 9,86
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-15 13F James J. Burns & Company, LLC 15 097 −1,13 4 588 9,34
2025-07-15 13F Perennial Advisors, LLC 17 374 −2,38 5 281 7,95
2025-08-11 13F HHM Wealth Advisors, LLC 4 856 −1,44 1 476 8,94
2025-08-14 13F Parallax Volatility Advisers, L.P. 0 −100,00 0
2025-08-14 13F Parallax Volatility Advisers, L.P. Call 0 −100,00 0
2025-07-28 13F 5th Street Advisors, LLC 62 591 −5,22 19 023 4,81
2025-08-08 13F Intrua Financial, LLC 15 421 −2,49 4 687 7,82
2025-07-17 13F G&S Capital LLC 1 209 −5,47 367 4,56
2025-05-13 13F Clearbridge Investments, LLC 0 −100,00 0
2025-08-04 13F Daymark Wealth Partners, Llc 9 148 −5,23 2 780 4,79
2025-08-14 13F Headinvest, Llc 45 243 −6,59 13 751 3,30
2025-08-14 13F Sterling Wealth Management, Inc. 113 268 −0,36 34 426 4,50
2025-08-12 13F Concentrum Wealth Management 4 436 −1,40 1 348 9,06
2025-04-25 13F Perissos Private Wealth Management, LLC 0 −100,00 0
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 16 087 −1,28 4 421 −6,37
2025-08-14 13F Arete Wealth Advisors, LLC 15 881 −3,90 5 0,00
2025-07-29 13F Crux Wealth Advisors 10 112 −16,26 3 073 −7,41
2025-07-16 13F Cresta Advisors, Ltd. 64 376 −1,87 19 566 8,52
2025-07-25 NP UCMCX - Cornerstone Moderately Conservative Fund 7 851 −0,67 2 276 −1,73
2025-07-31 13F WFA Asset Management Corp 0 −100,00 0
2025-08-06 13F SP Asset Management LLC 4 908 −18,06 1 492 −9,42
2025-05-15 13F Alexis Investment Partners, LLC 0 −100,00 0
2025-07-18 13F Precision Wealth Strategies, LLC 1 553 −77,90 472 −75,56
2025-07-11 13F Myecfo, Llc 5 819 −1,59 1 769 8,80
2025-07-29 13F Foster & Motley Inc 2 864 −1,92 1
2025-08-11 13F Compass Capital Corp /ma/ /adv 12 416 −3,67 3 786 14,59
2025-07-24 13F McKinley Carter Wealth Services, Inc. 5 195 −9,10 1 579 0,57
2025-08-15 13F Nikulski Financial, Inc. 12 618 −2,99 3 835 7,30
2025-07-28 13F Triton Wealth Management, PLLC 0 −100,00 0
2025-08-13 13F Knuff & Co LLC 0 −100,00 0
2025-07-16 13F Tru Independence Asset Management 2, Llc 0 −100,00 0
2025-05-28 13F Turn8 Private Wealth Inc. 0 −100,00 0 −100,00
2025-07-24 13F Shayne & Co., Llc 46 232 −25,39 14 051 −17,49
2025-08-07 13F Tilson Financial Group, Inc. 1 942 −73,58 1 −100,00
2025-08-12 13F Zacks Investment Management 6 370 −7,36 1 936 2,49
2025-07-17 13F Mattern Wealth Management LLC 12 737 −1,30 3 871 9,17
2025-08-14 13F Monograph Wealth Advisors, Llc 38 108 −11,25 11 617 −1,57
2025-08-11 13F Greykasell Wealth Strategies, Inc. 1 623 −1,81 493 8,59
2025-04-29 13F SMART Wealth LLC 0 −100,00 0
2025-07-30 13F Silver Oak Wealth Advisors Services, Llc 3 818 −5,52 1 160 4,50
2025-08-13 13F M&t Bank Corp 111 681 −1,58 33 944 8,84
2025-08-14 13F Stage Harbor Financial, Llc 3 416 −0,38 1 038 10,19
2025-05-15 13F Parallax Volatility Advisers, L.P. Put 0 −100,00 0 −100,00
2025-07-14 13F Cathy Pareto & Associates, Inc 2 980 −0,43 906 10,10
2025-08-13 13F Wrenne Financial Planning LLC 150 815 −1,95 45 837 8,43
2025-07-30 13F Princeton Global Asset Management LLC 10 012 −3,84 3 043 6,33
2025-08-11 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2025-07-09 13F Pallas Capital Advisors LLC 7 988 −61,36 2 428 −57,28
2025-07-18 13F Nabity-Jensen Investment Management Inc 8 126 −4,93 2 470 5,11
2025-07-22 13F Highland Capital Management, Llc 35 381 −1,43 10 753 9,00
2025-08-14 13F Royal Bank Of Canada 2 932 748 −32,90 891 351 −25,80
2025-07-09 13F Sunpointe, LLC 28 010 −2,53 8 539 8,10
2025-08-12 13F Cadence Wealth Management LLC 2 019 −0,05 614 10,45
2025-08-06 13F Summit Wealth Group, LLC 6 474 −1,72 2 0,00
2025-07-08 13F/A Team Hewins, LLC 0 −100,00 0 −100,00
2025-07-10 13F ARS Wealth Advisors Group, LLC 3 956 −1,00 1 202 9,47
2025-07-28 13F Morris Financial Concepts, Inc. 1 −99,98 0 −100,00
2025-07-22 13F Oak Hill Wealth Advisors, Llc 8 112 −3,04 2 479 7,79
2025-08-07 13F 49 Wealth Management, Llc 797 −8,18 242 1,68
2025-08-11 13F Pinnacle Financial Group, LLC / IL 13 388 −1,35 4 076 9,28
2025-04-28 13F Clarity Capital Partners LLC 0 −100,00 0
2025-07-16 13F Sylvest Advisors, LLC 14 150 −3,78 4 301 6,41
2025-07-07 13F Park Edge Advisors, LLC 6 256 −1,65 1 902 8,75
2025-06-03 13F/A First National Bank Of Omaha 14 832 −36,45 4 076 −26,37
2025-07-11 13F Coastwise Capital Group, LLC 0 −100,00 0
2025-04-11 13F Intellectus Partners, LLC 0 −100,00 0
2025-04-14 13F Fenimore Asset Management Inc 0 −100,00 0
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 1 174 140 −1,64 356 856 8,77
2025-08-14 13F Circle Wealth Management, LLC 260 936 −4,71 79 306 5,38
2025-07-21 13F Catalina Capital Group, LLC 1 735 −0,06 527 10,48
2025-07-25 13F One Degree Advisors Inc 106 571 −9,51 32 0,00
2025-07-09 13F Southern Style Financial, Inc. 0 −100,00 0
2025-08-11 13F United Capital Financial Advisers, Llc 119 548 −6,70 36 334 3,18
2025-08-13 13F Berkshire Asset Management Llc/pa 728 −2,28 221 6,76
2025-07-16 13F Old Port Advisors 0 −100,00 0
2025-07-25 13F Ellis Investment Partners, LLC 1 469 −7,55 447 2,29
2025-07-31 13F Strata Wealth Advisors, LLC 2 422 −36,86 736 −30,17
2025-08-01 13F Howard Capital Management Inc. 0 −100,00 0
2025-07-30 13F Red Crane Wealth Management, Llc 1 950 −0,36 593 10,24
2025-08-14 13F Williams Jones Wealth Management, LLC. 5 702 −30,15 1 733 −22,74
2025-07-22 13F Aspire Private Capital, LLC 3 854 −1,83 1 171 8,53
2025-07-22 13F Financial Insights, Inc. 5 583 −34,63 1 697 −27,74
2025-07-31 13F Cadinha & Co Llc 4 022 −2,94 1 222 7,38
2025-08-05 13F Roffman Miller Associates Inc /pa/ 6 866 −9,63 2 087 −0,10
2025-07-14 13F Sellwood Investment Partners LLC 2 737 −2,08 832 8,20
2025-07-15 13F Palumbo Wealth Management LLC 2 280 −1,51 693 8,96
2025-08-12 13F One Charles Private Wealth Services, LLC 10 088 −1,23 3 066 9,19
2025-07-23 13F Columbus Macro, LLC 9 199 −34,39 2 796 −27,46
2025-07-25 13F Alpha Financial Partners, LLC 2 079 −42,46 632 −36,39
2025-07-17 13F Park Place Capital Corp 798 −92,84 242 −92,10
2025-08-04 13F Ledyard National Bank 10 919 −9,92 3 319 −0,39
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