VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF - Institutionellt ägande - Säljare

Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
US ˙ ARCA ˙ US9220428588

Institutionellt ägande och fondägande - Säljare

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

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-07-22 13F Red Tortoise LLC 35 339 −31,06 1 748 −24,70
2025-08-05 13F Marshall Financial Group Inc /adv 13 592 −6,15 672 2,60
2025-08-13 13F Argyle Capital Partners, LLC 40 720 −9,79 2 014 −1,42
2025-08-01 13F Chilton Capital Management Llc 96 324 −0,76 4 764 8,47
2025-08-05 13F AAFCPAs Wealth Management, LLC 5 332 −6,06 264 2,73
2025-04-25 13F Kieckhefer Group Llc 0 −100,00 0
2025-07-22 13F Aquire Wealth Advisors, LLC 17 260 −1,25 854 7,84
2025-07-25 13F NorthRock Partners, LLC 38 350 −1,84 1 895 7,13
2025-08-07 13F Davis R M Inc 100 808 −18,12 4 986 −10,53
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-31 13F Silver Oak Advisory Group, Inc. 7 946 −28,54 0
2025-07-23 NP IRSPX - Voya Target Retirement 2045 Fund Class I 141 778 −4,21 6 664 0,65
2025-08-14 13F Vista Investment Management 55 175 −7,19 2 729 1,41
2025-08-12 13F Atlas Capital Advisors Llc 83 230 −13,71 4 117 −5,70
2025-08-08 13F Pnc Financial Services Group, Inc. 10 217 598 −0,47 505 362 8,77
2025-07-16 13F Instrumental Wealth, Llc 4 686 −4,39 234 6,85
2025-07-08 13F Canandaigua National Bank & Trust Co 60 939 −42,73 3 014 −37,42
2025-07-28 13F Omnia Family Wealth, LLC 7 049 −15,52 349 −7,69
2025-07-23 13F Indiana Trust & Investment Management CO 10 204 −0,79 505 8,39
2025-07-03 13F Garde Capital, Inc. 482 922 −4,81 23 885 4,02
2025-08-26 NP Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares 165 440 −0,86 8 183 8,34
2025-07-23 13F Foresight Capital Management Advisors, Inc. 28 225 −3,15 1 396 5,92
2025-07-10 13F Triangle Securities Wealth Management 101 093 −0,07 5 000 9,22
2025-07-15 13F McAdam, LLC 90 542 −4,00 4 478 4,92
2025-08-15 13F Security National Bank Of Sioux City Iowa /ia/ 5 496 −0,79 272 8,40
2025-07-29 NP JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 121 164 −1,00 5 695 4,02
2025-08-14 13F Wellington Management Group Llp 23 012 −7,90 1 138 0,71
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-30 13F Whittier Trust Co Of Nevada Inc 1 097 310 −1,06 54 262 8,12
2025-08-14 13F Private Wealth Advisors, LLC 83 171 −48,76 4 114 −44,00
2025-07-29 13F Arista Wealth Management, LLC 10 031 −11,78 496 −3,50
2025-08-14 13F AllSquare Wealth Management LLC 119 539 −0,74 5 912 8,48
2025-08-14 13F Kovitz Investment Group Partners, LLC 177 719 −0,70 8 790 8,52
2025-07-28 13F Sagace Wealth Management LLC 43 562 −2,34 2 155 6,74
2025-08-13 13F Causeway Capital Management Llc 7 149 −76,59 354 −74,44
2025-08-20 13F Monarch Capital Management Inc/ 55 171 −0,67 2 729 8,56
2025-08-12 13F Sky-mountain Capital Management, Inc. 8 804 −14,07 447 −3,67
2025-07-23 13F Clear Creek Financial Management, LLC 5 583 −30,53 276 −23,97
2025-07-29 13F Orin Green Financial, LLC 104 704 −6,40 5 179 6,78
2025-08-12 13F Richard W. Paul & Associates, LLC 5 324 −2,31 263 6,91
2025-07-29 13F Monument Group Wealth Advisors, LLC 41 780 −5,45 2 066 3,35
2025-08-04 13F Linscomb & Williams, Inc. 66 215 −3,69 3 275 5,24
2025-08-14 13F Broadleaf Partners, LLC 6 472 −16,14 320 −8,31
2025-08-14 13F Ieq Capital, Llc 59 875 −24,96 2 961 −18,00
2025-07-17 13F Cairn Investment Group, Inc. 227 668 −1,19 11 10,00
2025-07-21 13F Sageworth Trust Co 57 138 −1,19 2 826 7,99
2025-08-07 13F WESCAP Management Group, Inc. 41 186 −15,68 2 037 −7,83
2025-08-14 13F Clarity Capital Advisors, LLC 26 387 −5,66 1 305 3,16
2025-08-14 13F State Street Corp 0 −100,00 0
2025-07-31 13F GenTrust, LLC 1 130 386 −21,68 55 909 −14,41
2025-08-12 13F Bahl & Gaynor Inc 32 124 −9,55 1 589 −1,18
2025-04-22 13F Jmac Enterprises Llc 0 −100,00 0
2025-07-29 13F Salomon & Ludwin, LLC 62 992 −0,38 3 137 9,57
2025-07-31 13F Carrera Capital Advisors 13 027 −18,00 644 −10,43
2025-04-29 13F Pacific Point Advisors, LLC 0 −100,00 0
2025-07-21 13F Cromwell Holdings LLC 0 −100,00 0
2025-07-17 13F Janney Capital Management LLC 204 689 −1,59 10 11,11
2025-08-19 13F National Asset Management, Inc. 95 066 −27,85 4 702 −18,98
2025-08-01 13F Redmond Asset Management, LLC 5 153 −0,06 255 9,01
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F 24 000 −11,11 1 187 −2,86
2025-07-28 13F Deroy & Devereaux Private Investment Counsel Inc 4 300 −8,22 0
2025-08-06 13F Washington Trust Bank 19 900 −21,19 984 −13,84
2025-07-25 13F Investment Advisory Group, LLC 21 027 −4,17 1 040 4,63
2025-07-28 13F Sagespring Wealth Partners, Llc 4 741 −44,97 234 −39,85
2025-07-22 13F Marks Group Wealth Management, Inc 23 559 −35,20 1 165 −29,18
2025-07-30 13F Fiduciary Planning LLC 4 481 −9,13 222 −0,90
2025-08-14 13F Evergreen Capital Management Llc 29 410 −1,10 1 455 8,10
2025-08-04 13F REDW Wealth LLC 95 482 −2,66 4 723 6,38
2025-08-06 13F O'Dell Group, LLC 368 604 −5,21 18 231 3,59
2025-08-14 13F Tandem Financial, LLC 0 −100,00 0
2025-07-18 13F Institute for Wealth Management, LLC. 58 905 −1,16 2 913 8,01
2025-07-09 13F Breakwater Investment Management 109 579 −0,08 5 420 9,19
2025-07-28 13F CGC Financial Services, LLC 7 147 −7,16 354 1,44
2025-08-01 13F Liberty Wealth Management Llc 14 025 −3,12 689 5,35
2025-08-11 13F Diversified Portfolios, Inc. 24 899 −34,61 1 232 −28,55
2025-04-14 13F Clean Yield Group 0 −100,00 0
2025-08-01 13F Vision Financial Markets Llc 0 −100,00 0
2025-08-13 13F MetLife Investment Management, LLC 65 950 −2,15 3 262 6,92
2025-08-12 13F Summit Global Investments 9 003 −4,23 0
2025-08-13 13F Capital Advisors Wealth Management, LLC 5 037 −7,51 249 1,22
2025-08-14 13F Fort Point Capital Partners LLC 166 120 −1,37 8 216 7,78
2025-07-23 13F Proffitt & Goodson Inc 554 740 −0,70 27 437 8,52
2025-08-15 13F Keel Point, LLC 24 233 −3,16 1 199 5,83
2025-08-06 13F DDFG, Inc 97 883 −0,68 4 841 8,54
2025-08-11 13F Summit Wealth Partners, LLC 48 007 −4,38 2 374 4,49
2025-07-09 13F Krilogy Financial LLC 30 750 −5,89 1 521 2,84
2025-08-07 13F Retirement Investment Advisors, Inc. 27 291 −0,32 1 350 8,88
2025-07-01 13F Park National Corp /oh/ 18 737 −10,99 927 −2,73
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 5 144 239 −10,75 254 434 −2,47
2025-07-23 NP IRSQX - Voya Target Retirement 2050 Fund Class I 72 668 −2,47 3 415 2,49
2025-07-31 13F Manuka Financial, LLC 57 675 −20,30 2 854 −12,89
2025-08-13 13F Sepio Capital, LP 621 473 −1,65 30 738 7,48
2025-07-15 13F Td Private Client Wealth Llc 85 567 −0,45 4 232 8,79
2025-07-16 13F Congress Asset Management Co /ma 68 782 −2,62 3 402 6,41
2025-04-29 13F Pacific Life Fund Advisors LLC 0 −100,00 0
2025-07-25 13F Van Strum & Towne Inc. 73 034 −0,48 3 612 8,76
2025-07-29 13F Lutz Financial Services LLC 80 047 −0,03 3 959 9,24
2025-07-23 13F Prime Capital Investment Advisors, LLC 31 885 −66,11 1 577 −62,96
2025-07-29 13F Millburn Ridgefield Corp 6 769 065 −11,04 334 798 −2,79
2025-08-13 13F Per Stirling Capital Management, LLC. 24 084 −63,41 1 191 −60,02
2025-08-11 13F Battery Global Advisors, LLC 215 165 −6,95 10 642 1,68
2025-07-10 13F Bigelow Investment Advisors, LLC 18 874 −9,81 934 −1,48
2025-07-16 13F Register Financial Advisors LLC 1 422 −11,24 70 −2,78
2025-07-11 13F Eagle Bay Advisors LLC 123 682 −10,91 6 117 −2,64
2025-07-28 13F RFG Advisory, LLC 107 656 −7,26 5 325 1,35
2025-08-08 13F Sensible Financial Planning & Management, LLC. 61 001 −7,01 3 017 1,62
2025-08-14 13F Potomac Fund Management Inc /adv 6 576 −4,04 330 11,11
2025-07-23 13F Integris Wealth Management, LLC 7 573 −2,46 375 6,55
2025-08-25 13F/A Neuberger Berman Group LLC 349 308 −3,91 17 277 5,01
2025-07-30 13F Exencial Wealth Advisors, Llc 360 324 −2,23 17 822 6,84
2025-08-05 13F Burney Co/ 73 883 −0,13 3 654 9,14
2025-08-12 13F Harbor Advisory Corp /ma/ 235 870 −0,03 11 666 9,24
2025-07-17 13F Archford Capital Strategies, LLC 37 807 −44,28 1 870 −39,14
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-07-22 13F Bay Harbor Wealth Management, LLC 160 132 −1,95 7 920 7,16
2025-07-30 13F Principle Wealth Partners Llc 0 −100,00 0
2025-07-16 13F Evergreen Private Wealth LLC 5 719 −5,58 283 2,92
2025-08-07 13F BOK Financial Private Wealth, Inc. 92 159 −20,58 4 558 −13,21
2025-08-08 13F Blankinship & Foster, LLC 291 943 −1,18 14 440 7,99
2025-07-02 13F Dentgroup LLC 17 761 −10,23 878 −1,90
2025-08-15 13F Synergy Financial Group, LTD 29 209 −0,73 1 445 8,49
2025-07-29 13F AssuredPartners Investment Advisors, LLC 13 346 −74,35 660 −71,96
2025-08-11 13F Long Road Investment Counsel, LLC 18 980 −0,52 939 8,69
2025-07-28 13F Pettinga Financial Advisors, LLC 5 990 −0,71 296 8,42
2025-08-14 13F Goldman Sachs Group Inc 14 613 631 −11,84 722 790 −3,66
2025-07-03 13F City Center Advisors, LLC 11 249 −1,96 556 7,13
2025-07-31 13F Red Wave Investments LLC 53 924 −0,75 2 667 8,46
2025-07-16 13F Patton Fund Management, Inc. 369 043 −1,43 18 253 7,71
2025-07-29 13F BKD Wealth Advisors, LLC 185 803 −3,30 9 190 5,67
2025-06-30 NP VMMSX - Vanguard Emerging Markets Select Stock Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29 358 −22,86 1 328 −25,06
2025-08-11 13F Bradley Foster & Sargent Inc/ct 127 953 −0,90 6 329 8,30
2025-08-12 13F Nuveen, LLC 434 119 −21,77 21 472 −14,51
2025-08-05 13F Benningfield Financial Advisors, Llc 5 851 −16,51 289 −8,83
2025-08-14 13F C M Bidwell & Associates Ltd 24 916 −2,41 1 232 6,67
2025-07-07 13F Retirement Wealth Solutions LLC 122 616 −1,13 6 065 8,03
2025-07-31 13F Prudent Man Advisors, LLC 18 439 −1,29 1 034 7,94
2025-07-23 NP IRSMX - Voya Target Retirement 2030 Fund Class I 87 414 −2,64 4 108 2,29
2025-07-30 13F Avidian Wealth Solutions, LLC 93 158 −5,32 4 608 3,46
2025-07-23 NP IRSVX - Voya Target Retirement 2055 Fund Class I 98 241 −3,33 4 617 1,58
2025-08-12 13F Twin Focus Capital Partners, Llc 205 330 −0,11 10 156 9,16
2025-07-15 13F Jeppson Wealth Management, Llc 7 495 −1,25 371 7,87
2025-07-25 13F Community Bank, N.A. 39 878 −8,20 1 972 0,31
2025-08-26 NP UPAR - UPAR Ultra Risk Parity ETF 56 389 −21,42 2 789 −14,14
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 8 220 −5,28 421 11,41
2025-08-14 13F Marquette Associates, Inc. 0 −100,00 0
2025-07-31 13F/A Interchange Capital Partners, LLC 23 198 −4,91 1 147 3,89
2025-08-14 13F Coastal Bridge Advisors, LLC 4 593 −93,88 227 682,76
2025-08-18 13F N.E.W. Advisory Services LLC 30 411 −0,42 1 504 8,83
2025-08-14 13F SWAN Capital LLC 0 −100,00 0
2025-07-23 13F Gainplan LLC 29 683 −49,04 1 468 −44,31
2025-08-06 13F Sound Financial Strategies Group, LLC 7 350 −57,85 364 −53,99
2025-07-16 13F LS Investment Advisors, LLC 0 −100,00 0
2025-07-31 13F Moser Wealth Advisors, LLC 24 221 −0,05 1 198 9,22
2025-08-14 13F DHK Financial Advisors, Inc. 32 803 −3,32 1 622 5,67
2025-08-11 13F Foundation Wealth Management, LLC\PA 55 500 −3,62 2 745 5,33
2025-08-12 13F Heritage Trust Co 135 580 −0,25 6 706 9,01
2025-07-18 13F GEN Financial Management, INC. 13 740 −0,24 680 8,99
2025-08-14 13F Daiwa Securities Group Inc. 21 −30,00 0
2025-08-07 13F Meeder Advisory Services, Inc. 314 314 −4,47 15 546 4,39
2025-07-29 13F Fundamentun, Llc 5 992 −57,32 296 −53,39
2025-07-23 NP IRSOX - Voya Target Retirement 2040 Fund Class I 63 067 −3,26 2 964 1,65
2025-07-31 13F Catalyst Capital Advisors LLC 6 769 065 −11,04 334 798 −2,79
2025-08-12 13F Titleist Asset Management, Llc 48 707 −1,86 2 409 7,26
2025-08-08 13F Ironwood Investment Counsel, LLC 15 877 −0,96 785 8,28
2025-08-26 NP ISWAX - Voya Solution Income Portfolio Class ADV 30 425 −5,66 1 505 3,08
2025-05-09 13F Investment Counsel Co Of Nevada 0 −100,00 0
2025-08-06 13F Capasso Planning Partners LLC 4 817 −8,61 238 0,00
2025-08-05 13F Gould Asset Management Llc /ca/ 18 104 −10,87 895 −2,61
2025-08-13 13F Rsm Us Wealth Management Llc 2 757 780 −3,59 136 400 7,88
2025-07-17 13F DiNuzzo Private Wealth, Inc. 290 −23,68 14 −17,65
2025-07-24 13F Brandywine Oak Private Wealth Llc 669 800 −1,44 33 128 7,71
2025-08-08 13F Mittelman Wealth Management 217 369 −9,94 10 751 −1,58
2025-08-12 13F Park Square Financial Group, LLC 1 902 −4,80 94 4,44
2025-07-09 13F Central Bank & Trust Co 175 366 −10,26 8 674 −1,93
2025-07-30 13F/A Old Point Trust & Financial Services N A 31 −87,14 2 −90,00
2025-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 0 −100,00 0
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 7 907 −2,65 391 6,54
2025-08-07 13F Midland Wealth Advisors Llc 4 133 −6,85 204 2,00
2025-07-14 13F Brady Martz Wealth Solutions, LLC 123 935 −0,65 6 130 8,57
2025-07-29 13F Ifrah Financial Services, Inc. 20 708 −0,53 1 024 8,70
2025-07-02 13F Waller Financial Planning Group, Inc 20 229 −10,12 1 001 −1,77
2025-07-21 13F Stock Yards Bank & Trust Co 19 385 −44,33 959 −39,17
2025-08-13 13F Virtue Capital Management, LLC 12 985 −31,15 642 −24,74
2025-07-10 13F Uptown Financial Advisors LLC 8 249 −0,91 408 8,24
2025-08-04 13F Econ Financial Services Corp 113 039 −1,12 5 591 8,04
2025-07-16 13F Asset Allocation & Management Company, LLC 44 203 −4,66 2 0,00
2025-08-12 13F Nemes Rush Group LLC 624 −31,43 31 −26,83
2025-07-17 13F SeaBridge Investment Advisors LLC 12 165 −7,92 602 0,67
2025-07-17 13F Moody Lynn & Lieberson, Llc 6 736 −0,91 333 8,47
2025-07-01 13F Burkett Financial Services, Llc 4 844 −0,94 240 8,14
2025-08-08 13F Emerald Investment Partners, Llc 28 134 −0,74 1 391 8,50
2025-08-14 13F Seneschal Advisors, LLC 5 125 −9,91 253 −1,56
2025-07-21 13F Kennebec Savings Bank 3 269 −4,75 162 3,87
2025-07-29 13F Kanawha Capital Management Llc 114 518 −0,32 5 664 8,94
2025-07-25 13F Bricktown Capital, LLC 130 003 −1,03 6 430 8,14
2025-07-21 13F Fortis Capital Advisors, LLC 13 983 −13,28 692 −5,21
2025-08-08 13F Altfest L J & Co Inc 4 995 −13,42 247 −5,36
2025-05-07 13F Syntax Research, Inc. 0 −100,00 0
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-07-30 13F Strategic Blueprint, LLC 154 649 −9,28 7 649 −0,87
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 51 012 −12,89 2 523 −4,79
2025-07-28 13F BRYN MAWR TRUST Co 738 613 −0,74 36 532 8,47
2025-07-28 13F Wealthspan Partners, Llc 12 284 −21,20 608 −13,90
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 32 148 −1,69 1 590 7,43
2025-07-17 13F CogentBlue Wealth Advisors, LLC 22 347 −1,44 1 105 7,70
2025-07-18 13F Lynx Investment Advisory 15 050 −0,57 744 8,61
2025-08-01 13F Planning Directions Inc 4 211 −58,59 208 −54,78
2025-08-27 NP QCGLRX - Global Equities Account Class R1 434 119 −21,77 21 472 −14,51
2025-07-14 13F S.A. Mason LLC 4 720 −2,46 233 6,39
2025-08-12 13F MAI Capital Management 3 344 313 −0,48 165 410 8,75
2025-05-13 13F Prudential Financial Inc 0 −100,00 0
2025-07-30 13F Insight Advisors, LLC/ PA 6 800 −0,64 336 8,74
2025-09-04 13F ZynergyRetirementPlanningLLC 0 −100,00 0
2025-07-16 13F St Germain D J Co Inc 106 346 −0,37 5 260 8,86
2025-07-29 13F Ballast, Inc. 0 −100,00 0
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 63 417 −8,90 3 124 −0,54
2025-08-01 13F Bessemer Group Inc 1 562 582 −4,13 77 5,48
2025-07-22 13F Strid Group, LLC 1 045 500 −0,65 51 710 8,57
2025-08-06 13F Pekin Hardy Strauss, Inc. 8 413 −76,98 416 −74,85
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-08-12 13F Jaffetilchin Investment Partners, LLC 11 204 −2,86 554 6,13
2025-07-17 13F Neumann Capital Management, LLC 6 300 −37,62 312 −31,95
2025-07-18 13F PBMares Wealth Management LLC 19 268 −8,08 953 0,42
2025-07-22 13F Inlight Wealth Management, LLC 69 969 −0,09 382 6,72
2025-08-13 13F Elgethun Capital Management 29 907 −0,87 1 479 8,35
2025-07-28 13F Compass Advisory Group LLC 32 158 −5,00 1 591 3,79
2025-08-04 13F Silver Coast Investments LLC 355 006 −1,46 17 559 7,69
2025-08-13 13F Victory Capital Management Inc 1 939 912 −13,16 95 948 −5,11
2025-07-22 13F MGO Private Wealth, LLC 113 279 −2,13 5 603 6,95
2025-07-11 13F Adirondack Trust Co 5 130 −10,30 254 −1,94
2025-08-12 13F Mmbg Investment Advisors Co. 13 856 −9,65 685 −1,30
2025-07-29 13F Arcus Capital Partners, LLC 0 −100,00 0
2025-08-14 13F Principia Wealth Advisory, LLC 103 328 −0,50 5 111 15,82
2025-07-25 13F St. Louis Trust Co 184 792 −1,30 9 140 7,86
2025-08-04 13F MeadowBrook Investment Advisors LLC 10 111 −7,80 500 0,81
2025-07-31 13F BIP Wealth, LLC 302 224 −3,47 14 948 5,50
2025-07-29 NP JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 301 807 −7,39 14 185 −2,70
2025-08-06 13F Cannon Financial Strategists, Inc. 16 662 −0,87 824 8,42
2025-07-17 13F Stone Point Wealth LLC 58 087 −2,07 2 873 7,04
2025-08-12 13F Archvest Wealth Advisors, Inc. 5 281 −48,11 261 −43,26
2025-07-23 13F Sax Wealth Advisors, Llc 27 116 −29,13 1 341 −22,53
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 90 572 −2,05 4 480 7,05
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-07-30 13F Evermay Wealth Management Llc 25 185 −30,03 1 246 −23,57
2025-07-10 13F Trust Point Inc. 72 184 −4,30 3 570 4,60
2025-07-21 13F Mechanics Financial Corp 30 073 −14,49 1 487 −6,54
2025-08-27 NP HCEMX - The Emerging Markets Portfolio HC Strategic Shares 1 086 060 −3,55 53 717 5,40
2025-08-08 13F CFO4Life Group, LLC 70 804 −4,43 3 502 4,41
2025-07-31 13F Sharper & Granite LLC 15 721 −7,09 783 2,22
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 660 −19,51 33 −13,51
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares 31 303 −8,49 1 548 0,00
2025-08-13 13F ESL Trust Services, LLC 23 729 −1,25 1 174 7,91
2025-08-26 NP IIFAX - Voya Balanced Income Portfolio Class ADV 160 985 −3,99 7 962 4,92
2025-07-10 13F Compton Wealth Advisory Group, LLC 76 537 −0,80 3 786 8,42
2025-08-14 13F Peak Asset Management, LLC 10 933 −0,81 541 8,43
2025-05-02 13F Capital A Wealth Management, LLC 0 −100,00 0
2025-07-09 13F First Financial Corp /in/ 21 026 −7,56 1 040 0,97
2025-07-03 13F Arvest Investments, Inc. 372 785 −2,50 18 438 6,54
2025-07-31 13F/A Avion Wealth 66 295 −16,11 3 0,00
2025-07-14 13F LCM Capital Management Inc 9 448 −5,42 467 3,32
2025-07-23 13F Viewpoint Capital Management LLC 26 735 −0,32 1 322 8,99
2025-07-14 13F ABLE Financial Group, LLC 6 220 −4,92 308 3,72
2025-04-22 13F MBE Wealth Management, LLC 0 −100,00 0
2025-07-18 13F TPG Advisors LLC 6 369 −19,95 315 −12,50
2025-07-25 13F Hemington Wealth Management 99 389 −4,49 5 0,00
2025-08-13 13F VestGen Advisors, LLC 127 975 −4,61 6 330 4,23
2025-08-13 13F Quadrant Capital Group Llc 35 949 −6,59 1 778 2,13
2025-07-08 13F Canandaigua National Trust Co of Florida 20 590 −46,85 1 018 −41,93
2025-08-14 13F Bragg Financial Advisors, Inc 22 932 −3,82 1 134 5,10
2025-08-07 13F Proficio Capital Partners LLC 6 655 −0,75 329 8,58
2025-08-14 13F Evercore Wealth Management, LLC 94 402 −5,84 4 669 2,91
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 106 965 −1,95 5 290 7,15
2025-07-10 13F Sovran Advisors, LLC 8 606 −69,79 427 −65,37
2025-08-08 13F Renasant Bank 48 824 −10,29 2 415 −1,99
2025-08-14 13F Sand Hill Global Advisors, LLC 3 182 811 −2,29 157 422 6,77
2025-07-16 13F Rebalance, Llc 654 743 −11,06 32 384 −2,81
2025-08-11 13F Cornerstone Planning Group LLC 2 291 −41,29 115 −34,10
2025-08-14 13F Hurley Capital, LLC 14 862 −7,51 735 1,10
2025-08-15 13F Security National Bank Of So Dak 7 995 −15,62 395 −7,71
2025-08-05 13F Rareview Capital LLC 143 735 −15,55 7 109 −7,70
2025-08-13 13F Mount Yale Investment Advisors, LLC 13 071 −0,30 646 8,94
2025-08-11 13F Lake Street Financial Llc 22 537 −3,72 1 115 5,19
2025-08-14 13F Federation des caisses Desjardins du Quebec 42 532 −0,97 2 104 8,23
2025-07-30 13F EnRich Financial Partners LLC 8 127 −0,21 402 8,97
2025-08-08 13F Larson Financial Group LLC 447 896 −43,92 22 153 −38,71
2025-07-11 13F/A Umb Bank N A/mo 285 924 −3,99 14 142 4,92
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 21 925 −12,12 1 084 −3,99
2025-04-01 13F Modus Advisors, LLC 0 −100,00 0 −100,00
2025-04-08 13F Catalyst Private Wealth, Llc 0 −100,00 0
2025-07-11 13F Trust Co Of Virginia /va 0 −100,00 0
2025-08-15 13F Asset Allocation Strategies LLC 66 132 −49,99 3 271 −45,36
2025-07-09 13F Gilman Hill Asset Management, LLC 38 511 −0,73 1 905 8,49
2025-07-09 13F Seaside Wealth Management, Inc. 23 116 −1,08 1 143 8,14
2025-07-22 13F Coastal Investment Advisors, Inc. 2 467 −52,10 122 −47,64
2025-08-26 NP Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares 81 225 −3,45 4 017 5,52
2025-05-14 13F Lionshead Wealth Management, LLC 0 −100,00 0
2025-07-31 13F Cardinal Point Capital Management, ULC 4 528 −31,20 224 −24,92
2025-08-14 13F Wells Fargo & Company/mn Call 94 200 −48,61 4 659 −43,84
2025-07-22 13F Gutierrez Wealth Advisory, LLC 81 740 −1,44 4 043 7,70
2025-08-01 13F Petra Financial Advisors Inc 13 539 −2,49 670 6,53
2025-08-29 NP JSPMX - Janus Henderson Global Allocation Fund - Moderate Class T 363 054 −1,04 17 957 8,15
2025-08-26 NP ISZAX - Voya Solution 2025 Portfolio Class ADV 76 448 −5,85 3 781 2,91
2025-08-13 13F Manning & Napier Advisors Llc 411 216 −9,63 20 340 −1,24
2025-07-25 13F McNamara Financial Services, Inc. 103 720 −1,06 5 130 8,14
2025-07-23 NP ISOLX - Voya Target In-Retirement Fund Class I 43 236 −7,19 2 032 −2,45
2025-08-12 13F Vawter Financial, Ltd. 4 209 −51,00 208 −46,39
2025-07-14 13F GAMMA Investing LLC 8 336 −12,02 412 −3,74
2025-07-09 13F Finley Financial, LLC 33 965 −9,92 1 680 −1,35
2025-08-11 13F Lighthouse Financial LLC 4 450 −5,30 220 3,77
2025-05-16 13F Everstar Asset Management, LLC 0 −100,00 0
2025-08-04 13F Bordeaux Wealth Advisors LLC 99 259 −9,59 4 909 −1,19
2025-07-16 13F Cambridge Advisors Inc. 195 074 −2,15 9 648 6,93
2025-08-14 13F McIlrath & Eck, LLC 7 341 −38,40 363 −32,65
2025-07-30 13F Phillips Financial Management, Llc 25 804 −12,32 1 276 −4,20
2025-08-13 13F Seven Springs Wealth Group, LLC 143 480 −0,22 7 097 9,04
2025-07-22 13F Evensky & Katz LLC 1 890 −13,97 0
2025-07-29 NP JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 326 601 −2,87 15 350 2,05
2025-08-06 13F Moors & Cabot, Inc. 19 963 −4,87 987 4,00
2025-07-29 NP JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 331 840 −1,56 15 596 3,44
2025-08-07 13F David R. Rahn & Associates Inc. 4 506 −65,42 223 −62,31
2025-07-21 13F Exchange Capital Management, Inc. 41 177 −2,53 2 037 6,54
2025-04-25 13F Colonial River Wealth Management, LLC 0 −100,00 0
2025-08-07 13F BHK Investment Advisors, LLC 93 602 −0,14 4 630 9,12
2025-07-11 13F Addis & Hill, Inc 91 631 −0,56 4 532 8,68
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 2 093 716 −0,41 103 555 8,83
2025-07-21 13F Pacific Financial Group Inc 6 740 −5,69 333 3,10
2025-07-17 13F Raleigh Capital Management Inc. 7 367 −3,40 364 5,51
2025-08-01 13F New York Life Investment Management Llc 0 −100,00 0
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 115 298 −8,40 5 703 0,11
2025-07-07 13F RDA Financial Network 7 461 −1,01 369 8,21
2025-07-08 13F Richard P Slaughter Associates Inc 23 051 −66,06 1 140 −62,90
2025-08-08 13F Glassman Wealth Services 17 494 −0,53 865 8,67
2025-07-07 13F LBJ Family Wealth Advisors, Ltd. 118 567 −4,05 6 0,00
2025-08-01 13F Equita Financial Network, Inc. 10 516 −85,06 520 −83,68
2025-08-13 13F Avestar Capital, LLC 60 556 −0,09 2 995 9,19
2025-08-15 13F Fsb Premier Wealth Management, Inc. 55 567 −3,00 2 748 6,02
2025-07-09 13F Bank of New Hampshire 82 167 −1,97 4 064 7,12
2025-07-30 13F Probity Advisors, Inc. 9 285 −1,09 459 8,25
2025-08-04 13F Buckhead Capital Management Llc 10 445 −0,64 517 8,63
2025-07-11 13F Farther Finance Advisors, LLC 223 475 −1,61 11 053 7,17
2025-07-17 13F Catalytic Wealth RIA, LLC 33 952 −4,90 1 679 3,96
2025-08-05 13F Tufton Capital Management 19 694 −0,66 1 −100,00
2025-08-13 13F Greenwich Wealth Management LLC 37 859 −0,26 2 0,00
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-08-07 13F American Alpha Advisors, LLC 64 707 −19,24 3 200 −11,75
2025-07-11 13F Compass Ion Advisors, LLC 39 904 −1,60 1 974 7,52
2025-08-11 13F Baldwin Investment Management, LLC 8 668 −4,30 429 4,65
2025-07-24 13F Ronald Blue Trust, Inc. 36 741 −1,89 1 817 7,26
2025-08-12 13F Calton & Associates, Inc. 0 −100,00 0
2025-08-13 13F Maia Wealth LLC 29 162 −1,71 1 442 11,78
2025-07-21 13F Credential Securities Inc. 0 −100,00 0 −100,00
2025-07-15 13F World Equity Group, Inc. 25 940 −3,04 1 283 5,95
2025-08-11 13F Shufro Rose & Co Llc 44 303 −0,54 2 005 −0,55
2025-04-23 13F Alpine Bank Wealth Management 0 −100,00 0
2025-07-10 13F Stewardship Advisors, LLC 258 327 −0,45 12 777 8,78
2025-07-15 13F Kopp Family Office, LLC 358 490 −7,49 17 731 1,09
2025-08-06 13F Longview Financial Advisors LLC 4 386 −0,30 217 8,54
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 0 −100,00 0
2025-08-07 13F Resolute Advisors LLC 36 542 −1,46 1 807 7,69
2025-08-08 13F Creative Planning 18 875 383 −0,70 933 576 8,52
2025-07-22 13F Romano Brothers And Company 10 747 −10,43 532 −2,21
2025-07-14 13F BlueSky Wealth Advisors, LLC 192 313 −5,78 9 512 2,96
2025-07-03 13F Sage Capital Advisors,llc 11 186 −1,63 553 7,59
2025-07-10 13F Voisard Asset Management Group, Inc. 20 826 −10,93 1 030 −2,65
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-08 13F Breed's Hill Capital LLC 71 167 −1,79 3 520 7,32
2025-04-17 13F Vista Wealth Management Group, LLC 15 273 −0,12 691 2,67
2025-08-04 13F Flagship Harbor Advisors, Llc 45 543 −5,46 2 253 3,30
2025-08-13 13F Colonial Trust Advisors 0 −100,00 0
2025-05-14 13F Trustco Bank Corp N Y 0 −100,00 0 −100,00
2025-07-23 13F Pillar Financial Advisors, LLC 17 425 −1,75 862 7,36
2025-08-05 13F Frederick Financial Consultants, LLC 36 616 −5,68 1 811 3,07
2025-07-15 13F Capstone Wealth Management Group LLC 5 729 −0,33 283 8,85
2025-07-31 13F Hanlon Investment Management, Inc. 15 771 −3,06 780 5,98
2025-07-10 13F Rockland Trust Co 25 041 −24,14 1 239 −17,08
2025-08-08 13F Arcadia Investment Management Corp/mi 20 821 −0,16 1 030 9,12
2025-08-05 13F Prosperity Consulting Group, LLC 7 648 −9,73 378 −1,31
2025-05-07 13F Accretive Wealth Partners, LLC 0 −100,00 0
2025-07-10 13F Myriad Asset Management US LP 0 −100,00 0
2025-08-07 13F Efficient Advisors, LLC 616 968 −2,89 30 515 6,12
2025-08-06 13F Financial Alternatives, Inc 6 498 −5,88 321 2,88
2025-08-13 13F Scotia Capital Inc. 28 277 −0,05 1 399 9,22
2025-07-09 13F Reyes Financial Architecture, Inc. 596 −10,51 29 −3,33
2025-07-18 13F Trust Co Of Vermont 102 333 −1,00 5 061 8,19
2025-08-07 13F Rossmore Private Capital 27 545 −2,62 1 362 6,41
2025-08-14 13F Susquehanna International Group, Llp 23 153 −36,53 1 145 −30,61
2025-07-30 NP APIE - ActivePassive International Equity ETF 10 311 −56,38 485 −54,21
2025-08-11 13F Western Wealth Management, LLC 6 443 −11,14 319 −3,05
2025-08-14 13F Susquehanna International Group, Llp Call 588 200 −27,28 29 092 −20,54
2025-08-06 13F Ironwood Wealth Management, LLC. 7 212 −14,79 357 −7,05
2025-08-14 13F NorthLanding Financial Partners, LLC 13 384 −0,15 662 9,08
2025-08-14 13F Moneta Group Investment Advisors Llc 748 688 −12,87 37 030 −4,79
2025-08-14 13F Bishop & Co Investment Management, LLC 199 112 −3,57 9 848 5,38
2025-08-11 13F Citigroup Inc 6 768 166 −0,68 334 754 8,53
2025-07-17 13F One Wealth Advisors, LLC 18 876 −4,53 934 4,36
2025-08-14 13F Gould Capital, LLC 124 429 −0,06 6 154 9,21
2025-08-13 13F Ark & Tlk Investments, Llc 13 441 −4,72 665 4,08
2025-05-15 13F OmniStar Financial Group, Inc. 0 −100,00 0
2025-08-12 13F Vestor Capital, Llc 0 −100,00 0
2025-07-30 13F Caliber Wealth Management, LLC / KS 6 751 −1,49 334 7,42
2025-08-14 13F TCG Advisory Services, LLC 32 004 −1,90 1 583 7,18
2025-08-15 13F ROSS\JOHNSON & Associates LLC 0 −100,00 0
2025-08-14 13F Wetherby Asset Management Inc 186 425 −1,69 9 221 10,42
2025-08-14 13F Harwood Advisory Group, LLC 12 −33,33 1
2025-07-15 13F Well Done, LLC 7 458 −69,81 369 −66,15
2025-08-14 13F Waters Parkerson & Co., Llc 97 576 −8,19 4 826 0,33
2025-04-23 13F St. Johns Investment Management Company, LLC 0 −100,00 0
2025-08-11 13F Novak & Powell Financial Services, Inc. 20 932 −31,61 1 035 −25,27
2025-08-11 13F HighTower Advisors, LLC 4 865 124 −3,47 240 629 5,49
2025-07-16 13F Plancorp, LLC 139 654 −2,94 6 907 6,07
2025-08-06 13F Innealta Capital, Llc 29 607 −25,46 1 464 −18,53
2025-04-24 13F Bull Street Advisors, LLC 0 −100,00 0
2025-07-16 13F ORG Wealth Partners, LLC 9 318 −24,42 463 −17,35
2025-07-24 13F Reuter James Wealth Management, Llc 81 068 −0,61 4 010 8,62
2025-08-01 13F Twin Lakes Capital Management, LLC 18 136 −3,46 897 5,41
2025-08-12 13F Coldstream Capital Management Inc 660 151 −11,82 32 651 −3,64
2025-08-28 NP Northern Lights Fund Trust - Ocean Park International ETF 0 −100,00 0 −100,00
2025-07-15 13F Axis Wealth Partners, LLC 10 999 −6,41 544 2,45
2025-07-29 NP JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 427 474 −0,76 20 091 4,28
2025-08-04 13F Canton Hathaway, LLC 0 −100,00 0
2025-07-14 13F Wealth Advisory Solutions, LLC 75 651 −1,76 3 742 7,35
2025-08-13 13F Dynamic Wealth Strategies, LLC 17 144 −57,68 848 −53,79
2025-07-10 13F Marshall Financial Group LLC 33 801 −6,26 1 671 2,39
2025-08-14 13F Banque Transatlantique SA 0 −100,00 0
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 288 803 −15,86 13 574 −11,59
2025-08-08 13F Everett Harris & Co /ca/ 16 406 −15,84 811 −8,05
2025-07-15 13F Retirement Income Solutions, Inc 4 861 −20,45 240 −13,04
2025-08-06 13F Geometric Wealth Advisors 6 306 −56,53 312 −52,59
2025-04-02 13F Marcum Wealth, LLC 886 274 −20,29 40 113 −18,08
2025-08-14 13F Warren Averett Asset Management, LLC 617 331 −0,87 30 533 8,33
2025-07-25 NP USBSX - Cornerstone Moderate Fund 114 700 −9,18 5 391 −4,57
2025-08-01 13F Financial Counselors Inc 51 722 −86,06 2 558 −84,77
2025-08-04 13F Ledyard National Bank 0 −100,00 0
2025-04-30 13F Brown Financial Advisory 0 −100,00 0
2025-08-26 NP VSQIX - Voya Solution 2065 Portfolio Class I 7 063 −2,40 349 6,73
2025-08-26 NP ISNFX - Voya Solution 2030 Portfolio Class ADV 19 538 −3,54 966 5,46
2025-07-10 13F High Net Worth Advisory Group LLC 18 310 −0,72 906 8,51
2025-08-13 13F Riverview Capital Advisers, LLC 5 846 −6,51 289 2,12
2025-05-08 13F LGT Financial Advisors LLC 0 −100,00 0
2025-07-17 13F LVW Advisors, LLC 7 711 −1,41 381 7,93
2025-07-29 13F Level Wealth Management LLC 129 440 −11,25 6 402 −3,01
2025-08-14 13F Redwood Investment Management, Llc 263 310 −37,29 13 −31,58
2025-08-08 13F Westwood Holdings Group Inc 0 −100,00 0
2025-08-04 13F Mayflower Financial Advisors, LLC 23 119 −2,44 1 143 6,62
2025-07-11 13F Prosperity Planning, Inc. 16 072 −3,27 795 5,59
2025-08-12 13F Maripau Wealth Management Llc 49 677 −31,76 2 470 −25,05
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-07-15 13F Smith & Howard Wealth Management, LLC 189 023 −2,63 9 349 6,41
2025-08-05 13F Bridgewater Advisors Inc. 8 753 −15,67 442 −5,77
2025-08-06 13F Valued Wealth Advisors LLC 0 −100,00 0
2025-07-11 13F Windsor Capital Management, LLC 30 165 −2,06 1 492 6,96
2025-08-04 13F L.m. Kohn & Company 0 −100,00 0
2025-07-28 13F Courier Capital Llc 152 819 −0,13 7 558 9,14
2025-07-16 13F TCI Wealth Advisors, Inc. 11 172 −2,21 553 6,77
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-07-24 13F Ramirez Asset Management, Inc. 2 818 −3,29 139 6,11
2025-08-06 13F Rothschild & Co Wealth Management UK Ltd 0 −100,00 0
2025-08-13 13F SCS Capital Management LLC 3 682 836 −3,19 182 153 5,80
2025-07-07 13F First Community Trust Na 2 407 −27,35 119 −20,13
2025-07-21 13F Single Point Partners, LLC 51 753 −4,00 3 0,00
2025-07-18 13F Cooper Financial Group 5 187 −37,69 257 −31,91
2025-04-25 13F New Perspectives, Inc 0 −100,00 0
2025-07-03 13F First Hawaiian Bank 29 674 −9,36 1 468 −0,95
2025-07-16 13F Northern Oak Wealth Management Inc 97 079 −0,97 4 802 8,23
2025-07-16 13F Kendall Capital Management 28 766 −2,66 1 423 6,36
2025-07-17 13F C2C Wealth Management, LLC 33 394 −3,10 1 652 5,90
2025-08-13 13F Cerity Partners LLC 2 966 897 −2,03 146 743 7,06
2025-08-14 13F Certified Advisory Corp 27 712 −1,81 1 371 7,28
2025-08-14 13F Coyle Financial Counsel LLC 32 734 −0,76 1 619 8,51
2025-07-18 13F SOA Wealth Advisors, LLC. 11 −98,21 1 −100,00
2025-05-14 13F Provida Pension Fund Administrator 0 −100,00 0 −100,00
2025-07-29 NP JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 238 676 −1,05 11 218 3,97
2025-07-16 13F Swisher Financial Concepts, Inc. 6 364 −5,21 315 3,63
2025-07-17 13F Michels Family Financial, LLC 11 460 −4,59 567 4,24
2025-08-07 13F Montag A & Associates Inc 10 152 −8,76 502 −0,20
2025-08-01 13F FSA Advisors, Inc. 6 214 −80,51 307 −78,71
2025-07-21 13F HT Partners LLC 115 671 −2,02 5 721 7,07
2025-07-31 13F Kathleen S. Wright Associates Inc. 7 368 −7,25 364 1,39
2025-07-14 13F Mechanics Bank Trust Department 0 −100,00 0
2025-07-10 13F Charter Oak Capital Management, LLC 24 956 −5,58 1 234 3,18
2025-07-16 13F ORG Partners LLC 2 459 −90,76 122 −89,90
2025-05-05 13F Lunt Capital Management, Inc. 0 −100,00 0
2025-07-22 13F Global Assets Advisory, LLC 20 208 −51,64 1 004 −43,68
2025-08-18 13F/A National Bank Of Canada /fi/ 966 534 −9,11 47 805 −0,67
2025-07-15 13F Verum Partners LLC 43 364 −13,62 2 145 −5,63
2025-08-08 13F Family Firm, Inc. 125 288 −0,14 6 197 9,12
2025-08-12 13F OneAscent Financial Services LLC 22 258 −46,91 1 0,00
2025-07-09 13F PFW Advisors LLC 193 147 −5,17 9 553 3,63
2025-08-01 13F May Hill Capital, LLC 37 514 −17,17 1 855 −9,47
2025-07-31 13F Glass Jacobson Investment Advisors llc 12 810 −30,14 634 −21,56
2025-07-18 13F WealthNavi Inc. 15 653 250 −6,95 774 1,71
2025-08-14 13F Capstone Investment Advisors, Llc 0 −100,00 0
2025-05-15 13F Cullen Capital Management, LLC 21 063 −65,63 953 −64,68
2025-08-11 13F TD Waterhouse Canada Inc. 689 483 −5,23 34 194 3,84
2025-08-07 13F Roberts Glore & Co Inc /il/ 19 815 −2,94 980 6,18
2025-08-14 13F Benjamin Edwards Inc 202 463 −8,81 10 014 −0,36
2025-07-31 13F GLOBALT Investments LLC / GA 492 215 −2,22 24 345 6,86
2025-08-06 13F Titan Global Capital Management Usa Llc 100 928 −18,05 4 992 −10,44
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-14 13F/A Perritt Capital Management Inc 14 951 −6,10 739 2,64
2025-07-17 13F Genesis Private Wealth, Llc 4 656 −1,50 230 7,98
2025-04-08 13F/A iA Global Asset Management Inc. 0 −100,00 0
2025-07-21 13F Rainey & Randall Investment Management Inc. 18 065 −13,43 894 −5,40
2025-07-02 13F Marotta Asset Management 324 674 −2,81 16 058 0,46
2025-07-01 13F GP Brinson Investments LLC 337 386 −0,86 16 687 8,34
2025-08-13 13F Forthright Family Wealth Advisory LLC 6 618 −31,62 327 −25,34
2025-07-31 13F Opes Wealth Management LLC 47 396 −2,96 2 344 6,06
2025-07-23 13F Valmark Advisers, Inc. 4 294 167 −0,47 212 390 8,77
2025-05-02 13F BluePointe Capital Management, LLC 60 000 −36,22 2 716 −34,47
2025-07-23 13F Litman Gregory Asset Management LLC 803 084 −1,67 39 721 7,46
2025-07-18 13F Warren Street Wealth Advisors, LLC 14 857 −9,68 735 −1,34
2025-07-10 13F HWG Holdings LP 0 −100,00 0
2025-07-17 13F Johnson Bixby & Associates, LLC 58 608 −17,24 2 899 −9,55
2025-07-07 13F Global Wealth Strategies & Associates 51 −88,28 3 −89,47
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0 −100,00
2025-08-13 13F Black Cypress Capital Management, LLC 10 267 −18,26 508 −10,74
2025-07-18 13F Truist Financial Corp 1 808 209 −3,76 89 434 5,17
2025-08-14 13F Betterment LLC 52 572 127 −5,80 2 600 2,97
2025-07-29 13F Latitude Advisors, LLC 7 079 −2,52 350 6,71
2025-08-12 13F Frontier Asset Management, LLC 277 362 −32,99 13 718 −26,77
2025-08-12 13F Manchester Capital Management LLC 89 563 −26,94 4 430 −20,17
2025-08-05 13F Lord & Richards Wealth Management, LLC 18 001 −17,35 890 −9,64
2025-07-07 13F Bangor Savings Bank 308 121 −0,95 15 240 8,24
2025-07-07 13F Wilson & Boucher Capital Management, LLC 34 376 −3,64 1 700 5,33
2025-07-25 13F PrairieView Partners, LLC 421 881 −0,97 21 5,26
2025-08-14 13F Sentinus, LLC 43 803 −0,59 2 167 8,63
2025-08-12 13F Ameraudi Asset Management, Inc. 146 879 −5,12 7 265 3,68
2025-07-29 13F Sincerus Advisory, LLC 4 560 −3,18 232 8,45
2025-07-23 NP VRSAX - Voya Target Retirement 2060 Fund Class I 42 467 −1,07 1 996 3,91
2025-07-09 13F Woodstock Corp 117 657 −10,18 5 819 −1,84
2025-07-30 13F Axiom Financial Strategies, LLC 178 131 −0,54 8 810 8,70
2025-08-29 NP JSPGX - Janus Henderson Global Allocation Fund - Growth Class T 582 985 −1,85 28 834 7,26
2025-07-02 13F Norway Savings Bank 8 437 −40,16 417 −34,64
2025-07-23 13F Winthrop Advisory Group LLC 114 188 −1,48 5 648 7,66
2025-07-14 13F Financial Enhancement Group LLC 36 342 −3,33 1 802 8,88
2025-07-23 NP IRSNX - Voya Target Retirement 2035 Fund Class I 116 687 −2,90 5 484 2,03
2025-07-14 13F Infinity Wealth Counsel, LLC 33 151 −1,03 1 640 8,11
2025-08-01 13F Anson Capital, Inc. 4 365 −4,82 216 3,86
2025-08-13 13F EverSource Wealth Advisors, LLC 431 929 −7,41 21 363 1,18
2025-07-31 13F Burke & Herbert Bank & Trust Co 57 396 −4,21 2 839 4,68
2025-08-14 13F Abound Financial, Llc 0 −100,00 0
2025-08-15 13F Fft Wealth Management Llc 34 775 −28,37 1 765 −19,71
2025-08-07 13F Hughes Financial Services, LLC 31 423 −1,68 1 583 9,10
2025-07-23 13F Hager Investment Management Services, Llc 0 −100,00 0
2025-04-14 13F Bruce G. Allen Investments, LLC 0 −100,00 0
2025-08-15 13F Howland Capital Management Llc 76 149 −2,02 3 766 7,08
2025-07-24 13F Cyndeo Wealth Partners, LLC 45 680 −0,58 2 259 8,66
2025-08-12 13F Franklin Resources Inc 285 113 −29,15 14 102 −22,58
2025-07-25 13F RHS Financial, LLC 15 052 −27,97 744 −21,27
2025-07-16 13F Dakota Wealth Management 39 477 −0,31 1 953 8,93
2025-05-01 13F Cardinal Strategic Wealth Guidance 0 −100,00 0
2025-08-04 13F Twin City Private Wealth, Llc 6 353 −8,85 314 −0,32
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio 76 662 −10,07 3 792 −1,74
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0
2025-08-13 13F Bridgewater Associates, LP 1 836 460 −15,50 90 831 −7,65
2025-07-17 13F TBH Global Asset Management, LLC 143 738 −20,60 9 855 −14,39
2025-08-12 13F Ascent Wealth Partners, LLC 0 −100,00 0
2025-09-03 13F Ballentine Capital Advisors, Inc 0 −100,00 0
2025-07-25 13F Stephens Consulting, LLC 1 106 −6,59 55 1,89
2025-07-28 13F Ritholtz Wealth Management 115 731 −6,09 5 724 2,64
2025-07-23 13F Trifecta Capital Advisors, LLC 5 848 −7,88 289 0,70
2025-07-31 13F BIP Alliance, LLC 197 694 −0,97 9 778 8,22
2025-08-12 13F Trexquant Investment LP 0 −100,00 0
2025-08-11 13F Avantax Planning Partners, Inc. 274 880 −1,31 13 596 7,85
2025-05-06 13F Lifeworks Advisors, LLC 0 −100,00 0 −100,00
2025-07-31 13F City State Bank 37 721 −0,23 1 866 9,00
2025-08-13 13F Townsquare Capital Llc 19 107 −94,00 945 −93,44
2025-07-15 13F Bfsg, Llc 43 517 −7,84 2 152 0,70
2025-08-14 13F Alaska Permanent Fund Corp 0 −100,00 0
2025-07-30 13F Fusion Family Wealth LLC 2 087 330 −3,87 103 239 5,05
2025-08-11 13F Lowe Brockenbrough & Co Inc 107 989 −0,53 5 341 8,71
2025-07-23 13F Center For Asset Management LLC 0 −100,00 0
2025-07-23 13F Bennett Associates Wealth Management 60 418 −1,95 2 988 7,14
2025-08-04 13F One Day In July LLC 81 229 −23,69 4 018 −16,61
2025-05-02 13F Sumitomo Life Insurance Co 0 −100,00 0
2025-08-12 13F Cynosure Management, Llc 6 217 −51,64 307 −47,16
2025-08-13 13F Cary Street Partner Investment Advisory Llc 47 −29,85 2 −33,33
2025-08-08 13F Wiser Advisor Group LLC 0 −100,00 0
2025-07-22 13F VAUGHAN & Co SECURITIES, INC. 39 203 −0,82 1 939 8,33
2025-04-30 13F Highview Capital Management LLC/DE/ 0 −100,00 0
2025-08-08 13F Principal Financial Group Inc 158 003 −3,15 7 815 5,84
2025-08-14 13F Transamerica Financial Advisors, Inc. 3 −25,00 0
2025-07-22 13F Checchi Capital Advisers, LLC 362 537 −5,01 17 931 3,82
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 40 822 −1,33 2 019 7,85
2025-07-29 13F Private Wealth Management Group, LLC 12 950 −1,60 640 7,56
2025-08-12 13F Goepper Burkhardt LLC 7 460 −1,01 369 7,92
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 420 411 −1,58 20 794 7,56
2025-07-21 13F Ashton Thomas Securities, Llc 19 716 −0,23 975 9,06
2025-05-14 13F Flow Traders U.s. Llc 0 −100,00 0
2025-07-24 13F Comprehensive Money Management Services LLC 32 979 −1,71 1 631 7,44
2025-08-12 13F South Plains Financial, Inc. 37 827 −3,17 1 871 5,83
2025-08-14 13F Wharton Business Group, LLC 423 989 −2,23 21 5,26
2025-05-09 13F Financial Connections Group, Inc. 0 −100,00 0
2025-08-08 13F Hartland & Co., LLC 73 301 −14,25 3 625 −6,31
2025-08-26 NP VSPAX - Voya Solution 2060 Portfolio Class ADV 10 764 −6,38 532 2,31
2025-07-16 13F Newton One Investments LLC 198 013 −0,44 9 794 8,80
2025-08-05 13F Freestone Capital Holdings, LLC 1 266 376 −5,09 62 635 3,72
2025-08-14 13F Oxford Financial Group Ltd 19 617 −16,51 970 −8,75
2025-07-22 13F DBK Financial Counsel, LLC 76 783 −1,15 3 798 8,02
2025-08-12 13F CIBC Private Wealth Group, LLC 2 752 283 −3,08 136 128 20,17
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F 17 000 −10,53 841 −2,21
2025-08-27 13F/A Squarepoint Ops LLC 0 −100,00 0 −100,00
2025-08-04 13F Carret Asset Management, Llc 28 009 −2,84 1 385 6,21
2025-07-23 13F True Vision MN LLC 13 021 −1,49 644 7,69
2025-04-30 13F POM Investment Strategies, LLC 0 −100,00 0
2025-08-05 13F Dravo Bay Llc 120 622 −0,18 6 005 9,80
2025-07-31 13F Ramsay, Stattman, Vela & Price, Inc. 26 833 −10,83 1 327 −2,57
2025-07-15 13F Cora Capital Advisors Llc 13 330 −7,49 659 1,07
2025-05-15 13F Brandes Investment Partners, Lp 0 −100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 10 584 −75,10 524 −72,80
2025-08-07 13F Sound View Wealth Advisors Group, LLC 20 837 −6,48 1 031 2,18
2025-07-18 13F Parsons Capital Management Inc/ri 107 644 −0,29 5 324 8,96
2025-08-14 13F Dark Forest Capital Management Lp 0 −100,00 0
2025-05-29 13F Apeiron RIA LLC 0 −100,00 0 −100,00
2025-08-04 13F Waterfront Wealth Inc. 48 966 −1,73 2 422 7,36
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-08-13 13F F/M Investments LLC 345 719 −2,14 17 099 6,94
2025-08-14 13F Citadel Advisors Llc Call 113 200 −28,35 5 599 −21,72
2025-08-14 13F Partners Capital Investment Group, Llp 7 825 −93,63 387 −93,04
2025-07-08 13F Charis Legacy Partners, LLC 9 001 −9,68 445 −1,33
2025-08-01 13F Austin Private Wealth, LLC 261 779 −8,64 12 948 −0,17
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 356 073 −4,51 17 611 4,36
2025-08-13 13F Smith, Moore & Co. 177 128 −3,18 8 761 5,81
2025-07-21 13F TFG Advisers LLC 7 591 −3,96 375 5,04
2025-07-22 13F BridgePort Financial Solutions, LLC 17 514 −2,96 866 6,13
2025-08-01 13F American Financial & Tax Strategies Inc 13 937 −0,59 689 8,68
2025-07-16 13F Five Oceans Advisors 16 215 −13,12 802 −5,09
2025-07-29 13F Stratos Wealth Advisors, LLC 38 618 −37,40 1 910 −31,59
2025-08-05 13F Crestwood Advisors Group LLC 18 805 −0,56 930 8,77
2025-08-05 13F Tsfg, Llc 1 491 −13,36 0
2025-07-10 13F Global Financial Private Client, LLC 33 506 −2,99 1 657 6,01
2025-08-08 13F Bailard, Inc. 484 734 −2,08 23 975 7,01
2025-07-17 13F Symmetry Partners, LLC 118 482 −16,18 5 860 −8,39
2025-08-06 13F Simmons Bank 222 605 −3,17 11 010 5,81
2025-07-17 13F HB Wealth Management, LLC 86 621 −2,41 4 284 6,65
2025-07-30 13F Nottingham Advisors, Inc. 7 576 −47,44 375 −42,64
2025-07-21 13F Ameriflex Group, Inc. 2 991 −32,07 148 −26,13
2025-07-11 13F Pinnacle Bancorp, Inc. 59 558 −1,60 2 946 7,52
2025-08-05 13F Mission Wealth Management, Lp 365 839 −3,28 18 094 5,69
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 48 367 −2,52 2 392 6,55
2025-08-13 13F MONECO Advisors, LLC 9 321 −1,99 461 7,21
2025-07-11 13F Financial Advisory Corp 42 946 −3,44 2 124 5,51
2025-07-16 13F Independent Wealth Network Inc. 6 380 −5,64 316 2,94
2025-08-06 13F Columbia River Financial Group, LLC 51 256 −6,34 3 0,00
2025-07-17 13F Stockman Wealth Management, Inc. 5 685 −7,97 281 0,72
2025-07-30 13F White Lighthouse Investment Management Inc. 35 378 −21,94 1 750 −14,72
2025-07-28 13F Kiker Wealth Management, LLC 150 −93,07 7 −92,78
2025-07-30 13F Sterling Investment Management, Inc. 32 951 −3,84 1 630 5,10
2025-07-18 13F USA Financial Portformulas Corp 3 123 −33,75 154 −27,70
2025-08-25 NP IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 15 800 −1,65 781 7,43
2025-08-12 13F Wernau Asset Management Inc. 17 328 −11,35 857 −3,05
2025-08-11 13F Great Lakes Advisors, Llc 42 045 −0,31 2 080 8,96
2025-08-14 13F Fiduciary Trust Co 375 807 −2,44 18 587 6,61
2025-07-08 13F Baker Ellis Asset Management LLC 10 332 −6,66 511 2,20
2025-07-17 13F Leverty Financial Group, LLC 0 −100,00 0
2025-04-23 13F VisionPoint Advisory Group, LLC 0 −100,00 0
2025-08-25 NP BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 100 978 −6,83 4 994 1,81
2025-08-11 13F Morling Financial Advisors, LLC 15 250 −14,60 754 −6,68
2025-07-31 13F Fiduciary Wealth Partners, LLC 17 167 −43,56 849 −38,30
2025-08-20 13F Forefront Wealth Partners, LLC 0 −100,00 0
2025-08-06 13F Hallmark Capital Management Inc 30 117 −1,99 1 490 7,12
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 0 −100,00 0
2025-08-13 13F Cliffwater LLC 208 613 −0,33 10 318 8,91
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-07-18 13F BSW Wealth Partners 48 009 −9,30 2 375 −0,88
2025-08-12 13F Ameritas Investment Partners, Inc. 214 306 −0,84 10 600 8,36
2025-07-14 13F Gries Financial Llc 7 422 −12,73 367 −4,43
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 1 015 479 −1,56 50 226 7,58
2025-07-23 13F L.K. Benson & Company, P.C. 15 540 −3,26 769 5,64
2025-08-07 13F FDx Advisors, Inc. 4 882 −0,25 0
2025-07-17 13F Wolff Wiese Magana Llc 17 −45,16 1 −100,00
2025-08-13 13F Hsbc Holdings Plc 22 400 −0,00 1 108 9,28
2025-08-11 13F Eq Llc 4 787 −0,31 237 8,76
2025-08-12 13F Retirement Planning Co of New England, Inc. 4 747 −1,90 235 6,85
2025-08-14 13F Essential Planning, LLC. 5 704 −12,30 282 −4,08
2025-07-23 13F Capital Management Associates, Inc 7 655 −46,51 379 −41,58
2025-07-07 13F Horizons Wealth Management 8 299 −6,81 410 1,74
2025-08-13 13F Holos Integrated Wealth LLC 10 635 −21,63 539 −12,21
2025-07-25 13F Sequoia Financial Advisors, LLC 216 974 −45,43 10 732 −40,37
2025-08-01 13F Logan Capital Management Inc 0 −100,00 0
2025-07-21 13F First National Bank & Trust Co Of Newtown 25 744 −0,54 1 273 8,71
2025-07-07 13F Trust Co 101 297 −54,20 5 010 −49,95
2025-08-08 13F Austin Wealth Management, LLC 0 −100,00 0
2025-08-05 13F Cassaday & Co Wealth Management LLC 43 399 −0,12 2 147 9,16
2025-07-23 13F Morton Capital Management LLC/CA 10 921 −28,87 540 −22,19
2025-07-28 13F Patten & Patten Inc/tn 6 625 −26,39 328 −19,66
2025-08-13 13F River Wealth Advisors LLC 11 919 −2,60 590 6,51
2025-07-11 13F Seacrest Wealth Management, Llc 7 715 −9,58 382 −1,30
2025-07-03 13F Collective Family Office Llc 17 544 −1,72 868 7,43
2025-08-06 13F Golden State Wealth Management, LLC 12 114 −1,78 599 7,35
2025-08-01 13F Gwn Securities Inc. 15 460 −23,54 766 −17,63
2025-08-11 13F Monashee Investment Management LLC 0 −100,00 0
2025-08-08 13F Tiemann Investment Advisors, Llc 9 355 −5,55 463 3,13
2025-08-13 13F Rinkey Investments 73 399 −10,73 3 630 −2,45
2025-07-10 13F Kozak & Associates, Inc. 13 −89,43 1 −100,00
2025-08-11 13F Hexagon Capital Partners LLC 58 318 −2,48 2 884 6,58
2025-06-30 NP Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R 72 839 −11,92 3 296 −10,24
2025-07-31 13F Conservest Capital Advisors, Inc. 27 247 −1,34 1 348 7,76
2025-07-21 13F New Century Financial Group, LLC 0 −100,00 0 −100,00
2025-08-14 13F Destination Wealth Management 0 −100,00 0
2025-08-14 13F Ancora Advisors, LLC 120 350 −1,32 5 953 7,83
2025-05-07 13F Bearing Point Capital, Llc 0 −100,00 0
2025-07-11 13F Matthew Goff Investment Advisor, LLC 0 −100,00 0
2025-04-25 13F CHURCHILL MANAGEMENT Corp 0 −100,00 0
2025-05-14 13F Group One Trading, L.p. 0 −100,00 0 −100,00
2025-07-18 13F Heritage Financial Services, LLC 6 924 −5,40 342 3,32
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 26 642 −35,20 1 318 −29,19
2025-08-14 13F/A Barclays Plc 4 400 −88,30 0 −100,00
2025-08-26 NP ISQAX - Voya Solution 2035 Portfolio Class ADV 177 825 −4,07 8 795 4,84
2025-04-28 13F Cidel Asset Management Inc 0 −100,00 0
2025-08-14 13F/A Barclays Plc Call 103 200 −12,39 5 0,00
2025-08-11 13F First American Trust, Fsb 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 296 336 −3,31 14 657 8,60
2025-08-13 13F Gateway Wealth Partners, LLC 0 −100,00 0
2025-08-14 13F Hirtle Callaghan & Co LLC 1 427 947 −10,68 70 626 −2,39
2025-07-15 13F Accurate Wealth Management, LLC 7 425 −3,11 369 11,52
2025-08-14 13F TrueWealth Financial Partners 318 764 −8,72 15 766 −0,25
2025-08-01 13F Motley Fool Wealth Management, LLC 41 996 −18,85 2 077 −11,32
2025-07-29 13F MPS Loria Financial Planners, LLC 0 −100,00 0
2025-08-12 13F/A Brightwater Advisory LLC 59 234 −0,30 2 930 8,93
2025-07-02 13F Helen Stephens Group, LLC 337 773 −1,39 16 706 7,76
2025-08-04 13F Analyst IMS Investment Management Services Ltd. 143 543 −0,09 7 16,67
2025-08-14 13F Silvercrest Asset Management Group Llc 246 448 −0,06 12 189 9,22
2025-08-13 13F Trustmark National Bank Trust Department 161 399 −65,70 7 983 −62,52
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares 72 856 −9,65 3 603 −1,26
2025-07-23 13F Values Added Financial LLC 79 455 −14,72 3 930 −6,81
2025-08-07 13F Lakeridge Wealth Management LLC 9 952 −1,93 492 7,19
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 14 581 −15,44 721 −7,56
2025-07-31 13F Waldron Private Wealth LLC 92 069 −0,14 4 554 9,11
2025-05-08 13F Thornburg Investment Management Inc 0 −100,00 0
2025-07-15 13F Cordant, Inc. 275 916 −3,63 13 647 5,31
2025-08-19 13F Wealth Group, Ltd. 0 −100,00 0
2025-08-04 13F JDM Financial Group LLC 40 702 −0,69 2 013 8,52
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-08-06 13F SOUTH STATE Corp 8 248 −67,75 408 −64,82
2025-05-08 13F Hoxton Planning & Management, LLC 0 −100,00 0
2025-04-23 13F Cornerstone Wealth Group, LLC 0 −100,00 0
2025-08-26 NP IASPX - Voya Solution 2055 Portfolio Class ADV 53 064 −3,89 2 625 5,04
2025-07-16 13F Tenret Co LLC 144 883 −18,12 7 166 −10,54
2025-07-28 13F Rosenberg Matthew Hamilton 29 771 −4,78 1 472 4,03
2025-08-08 13F Marble Harbor Investment Counsel, LLC 373 383 −0,10 18 468 9,18
2025-05-14 13F Walleye Trading LLC 0 −100,00 0 −100,00
2025-07-18 13F Liberty Capital Management, Inc. 34 720 −0,99 1 717 8,19
2025-05-14 13F Walleye Trading LLC Put 0 −100,00 0 −100,00
2025-07-15 13F Total Wealth Planning, Llc 10 193 −8,88 504 −0,40
2025-05-09 13F Wade Financial Advisory, Inc 46 257 −1,14 2 094 1,60
2025-05-01 13F Steel Peak Wealth Management LLC 0 −100,00 0
2025-08-27 13F/A Putney Financial Group LLC 144 −36,56 7 −30,00
2025-07-30 13F First Citizens Bank & Trust Co 126 403 −4,43 6 252 4,44
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-22 13F Apexium Financial, Lp 28 751 −11,39 1 422 −3,13
2025-08-21 NP SFBPX - Great-West SecureFoundation Balanced ETF Fund Class A 17 924 −1,83 887 7,26
2025-07-30 13F Rothschild Capital Partners, LLC 8 013 −36,16 396 −30,28
2025-08-07 13F Everhart Financial Group, Inc. 275 348 −8,54 13 619 −0,06
2025-07-28 13F Elmwood Wealth Management, Inc. 42 149 −39,26 2 085 −33,63
2025-08-13 13F Fisher Asset Management, LLC 8 530 −56,85 422 −52,91
2025-05-15 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-07-21 13F Old Second National Bank Of Aurora 4 234 −69,16 209 −66,34
2025-07-17 13F Beacon Capital Management, LLC 2 107 −2,14 104 7,22
2025-07-29 13F Private Trust Co Na 50 450 −3,98 2 495 4,96
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-07-24 13F Drucker Wealth 3.0, LLC 118 579 −15,95 5 883 −7,88
2025-07-07 13F Upper Left Wealth Management, LLC 55 708 −15,98 2 755 −8,20
2025-08-11 13F Advisor Resource Council 4 863 −98,70 241 −98,57
2025-08-25 NP CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I 5 866 −6,74 290 2,11
2025-08-14 13F Laird Norton Trust Company, Llc 499 403 −2,39 24 700 6,67
2025-07-09 13F Alesco Advisors Llc 518 732 −1,24 25 656 7,93
2025-07-10 13F Oldfather Financial Services, LLC 6 083 −5,20 301 3,45
2025-08-14 13F VPR Management LLC 37 700 −72,62 1 865 −70,09
2025-08-05 13F Navalign, LLC 36 593 −2,55 1 810 6,47
2025-07-22 13F PUREfi Wealth, LLC 13 095 −18,64 648 −11,13
2025-08-14 13F Becker Capital Management Inc 88 776 −3,41 4 391 5,55
2025-08-26 NP RPAR - RPAR Risk Parity ETF 795 549 −12,19 39 348 −4,04
2025-07-09 13F Defined Wealth Management, Llc 80 106 −0,62 3 962 8,61
2025-08-26 NP ISNPX - Voya Solution 2050 Portfolio Class ADV 13 981 −1,69 692 7,47
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 −100,00 0
2025-08-13 13F Grove Street Fiduciary, LLC 31 365 −0,95 1 551 8,23
2025-08-14 13F Fmr Llc 1 768 147 −0,31 87 453 8,94
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 76 847 −0,65 3 801 8,57
2025-04-11 13F Godsey & Gibb Associates 0 −100,00 0
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 302 086 −31,39 14 941 −25,02
2025-07-30 13F Cullen/frost Bankers, Inc. 744 286 −3,46 36 812 5,50
2025-07-24 13F Trevian Wealth Management LLC 102 351 −16,92 5 0,00
2025-07-28 13F Arlington Financial Advisors, LLC 0 −100,00 0
2025-07-30 13F Retirement Planning Group 77 491 −3,02 3 833 5,97
2025-08-07 13F Allen Investment Management LLC 19 709 −24,67 975 −17,74
2025-08-14 13F Obsidian Personal Planning Solutions LLC 17 703 −0,22 876 9,10
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0
2025-04-30 13F Banque Pictet & Cie Sa 0 −100,00 0
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-08-05 13F Westside Investment Management, Inc. 39 182 −0,72 1 939 8,51
2025-08-14 13F DecisionPoint Financial, LLC 14 897 −2,56 740 6,95
2025-07-18 13F Trilogy Capital Inc. 17 717 −50,01 876 −45,35
2025-05-08 13F Aspiring Ventures, LLC 0 −100,00 0
2025-08-14 13F Bakala Capital Management LLC 33 916 −9,94 1 677 −1,58
2025-04-18 13F Edge Financial Advisors LLC 0 −100,00 0
2025-07-31 13F Lee Danner & Bass Inc 86 434 −0,71 4 275 8,53
2025-08-07 13F Beese Fulmer Investment Management, Inc. 7 607 −21,56 376 −14,16
2025-08-13 13F JBR Co Financial Management Inc 6 317 −4,32 312 4,70
2025-08-11 13F Sierra Capital LLC 153 849 −8,07 8 0,00
2025-08-14 13F Financial Strategies Group, Inc. 79 109 −0,47 3 923 13,45
2025-07-23 NP IRSLX - Voya Target Retirement 2025 Fund Class I 62 923 −5,28 2 957 −0,47
2025-08-13 13F American Investment Services, Inc. 72 391 −4,01 3 580 4,89
2025-08-14 13F Matrix Private Capital Group Llc 121 890 −1,81 6 029 7,30
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-08-11 13F FSA Wealth Management LLC 164 703 −9,13 8 146 −0,69
2025-08-26 NP Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 8 522 −5,13 421 3,69
2025-05-01 13F Harmony Asset Management Llc 0 −100,00 0 −100,00
2025-08-07 13F Topel & Distasi Wealth Management, LLC 40 546 −1,18 2 005 7,97
2025-08-14 13F Jane Street Group, Llc Call 0 −100,00 0 −100,00
2025-08-12 13F Waddell & Associates, Llc 4 217 −10,64 209 −2,35
2025-07-29 13F Financial Guidance Group, Inc. 49 677 −1,70 2 457 7,43
2025-07-31 13F Alamar Capital Management, LLC 9 836 −7,78 486 0,83
2025-08-14 13F Vivaldi Capital Management, LLC 22 803 −3,08 1 128 5,92
2025-07-15 13F Attessa Capital LLC 0 −100,00 0
2025-07-07 13F Nova Wealth Management, Inc. 0 −100,00 0 −100,00
2025-07-29 13F First Bancorp, Inc /ME/ 65 075 −3,57 3 219 5,37
2025-08-14 13F Stifel Financial Corp 4 557 925 −0,34 225 436 8,91
2025-08-05 13F Next Capital Management LLC 9 964 −22,10 493 −14,88
2025-07-22 13F Stanich Group LLC 5 492 −3,90 273 5,43
2025-08-13 13F Jackson Creek Investment Advisors LLC 18 389 −2,23 1
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19 073 −0,44 943 8,64
2025-08-14 13F Janus Henderson Group Plc 1 121 337 −1,53 55 461 7,49
2025-08-12 13F Tocqueville Asset Management L.p. 394 365 −3,12 19 505 5,87
2025-08-13 13F Walleye Trading LLC Call 0 −100,00 0
2025-08-12 13F Clearwater Capital Advisors, LLC 0 −100,00 0
2025-07-07 13F First Citizens Financial Corp 36 364 −22,40 1 799 −15,19
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-05-07 13F Ironsides Asset Advisors, LLC 0 −100,00 0
2025-09-19 13F Canal Capital Management, LLC 7 280 −6,99 360 1,69
2025-08-04 13F Partners in Financial Planning 305 905 −2,09 15 130 6,99
2025-07-23 13F Intergy Private Wealth, LLC 7 755 −3,15 384 5,80
2025-08-11 13F Rockbridge Investment Management, LCC 134 133 −1,31 6 634 7,85
2025-08-11 13F Mosaic Advisors LLC 32 008 −0,65 1 583 8,57
2025-07-29 13F Activest Wealth Management 5 910 −2,25 292 6,96
2025-08-01 13F Cedar Point Capital Partners, LLC 124 809 −9,27 6 173 −0,84
2025-08-14 13F Note Advisors, LLC 9 425 −37,10 466 −31,27
2025-07-24 13F Robertson Stephens Wealth Management, LLC 177 261 −4,27 8 767 4,62
2025-07-09 13F Dynamic Advisor Solutions LLC 278 264 −7,11 13 763 1,50
2025-08-13 13F ARGI Investment Services, LLC 1 884 453 −5,33 93 205 3,45
2025-07-02 13F Howard Financial Services, Ltd. 0 −100,00 0
2025-08-06 13F Stonebridge Financial Planning Group, LLC 28 393 −1,66 1 404 7,50
2025-04-29 13F Hm Payson & Co 56 539 −1,33 2 559 1,39
2025-08-14 13F Family Management Corp 0 −100,00 0
2025-07-29 NP JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 203 367 −4,57 9 558 0,27
2025-07-15 13F Mather Group, Llc. 1 746 213 −3,51 86 368 5,45
2025-07-22 13F Berger Financial Group, Inc 42 365 −1,19 2 095 7,99
2025-08-29 NP JSPCX - Janus Henderson Global Allocation Fund - Conservative Class T 175 406 −1,02 8 676 8,17
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 6 709 −0,67 332 8,52
2025-08-14 13F Common Fund For Nonprofit Organizations 139 445 −44,55 6 897 −39,41
2025-07-18 13F Martel Wealth Advisors Inc 126 991 −1,93 6 281 7,17
2025-08-06 13F S&t Bank/pa 1 629 −2,51 81 6,67
2025-07-10 13F Stonekeep Investments, LLC 133 718 −0,08 6 614 9,20
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 220 611 −13,14 10 369 −8,74
2025-08-12 13F Integrated Advisors Network LLC 198 651 −1,84 9 825 7,27
2025-07-17 13F Sterling Investment Advisors, Ltd. 12 195 −5,10 603 3,79
2025-08-08 13F Burling Wealth Partners, Llc 49 909 −2,53 2 468 6,52
2025-08-05 13F Dynasty Wealth Management, Llc 202 530 −5,79 10 017 2,96
2025-08-13 13F Shepherd Financial Partners LLC 25 490 −19,02 1 261 −11,52
2025-05-13 13F Gen-Wealth Partners Inc 0 −100,00 0
2025-05-14 13F Quartz Partners, LLC 0 −100,00 0
2025-07-08 13F Northstar Advisory Group, LLC 5 106 −1,64 253 7,69
2025-08-12 13F PKS Advisory Services, LLC 13 993 −0,03 692 9,32
2025-07-08 13F Northwest & Ethical Investments L.P. 0 −100,00 0 −100,00
2025-04-17 13F Rs Crum Inc. 36 426 −1,89 1 649 0,80
2025-05-05 13F Morningstar Investment Services LLC 235 987 −48,76 11 −50,00
2025-08-12 13F State Farm Mutual Automobile Insurance Co 0 −100,00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 24 203 666 −0,12 1 197 113 9,15
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2025-08-12 13F Putnam Fl Investment Management Co 12 610 −11,77 624 −3,56
2025-07-17 13F Global Trust Asset Management, LLC 2 984 −4,54 148 4,26
2025-07-15 13F Signet Financial Management, Llc 13 942 −7,66 690 0,88
2025-07-11 13F Coastwise Capital Group, LLC 7 308 −3,03 361 5,87
2025-07-31 13F Sage Mountain Advisors LLC 5 473 −12,54 271 −4,59
2025-08-08 13F Truepoint, Inc. 64 640 −8,40 3 197 0,09
2025-07-14 13F Chico Wealth RIA 4 705 −0,53 233 8,41
2025-07-28 13F Innova Wealth Partners 48 519 −3,65 2 400 5,27
2025-08-14 13F Hilltop Holdings Inc. 29 739 −4,56 1 471 4,26
2025-08-19 13F Newbridge Financial Services Group, Inc. 304 −21,24 15 −11,76
2025-07-30 13F Granite Harbor Advisors, Inc. 82 661 −2,45 4 088 6,60
2025-08-14 13F Harvest Investment Advisors, LLC 98 619 −1,25 4 878 7,90
2025-07-16 13F Kiley Juergens Wealth Management, Llc 23 634 −0,58 1 169 8,65
2025-08-15 13F Strategic Investment Advisors / MI 425 686 −0,78 21 054 8,43
2025-08-04 13F Spire Wealth Management 56 512 −10,19 2 795 −1,86
2025-07-30 13F Arbor Investment Advisors, LLC 538 604 −0,75 26 639 8,46
2025-08-05 13F Cherry Tree Wealth Management, LLC 122 975 −1,29 6 082 7,88
2025-07-17 13F Northwest Wealth Management, Llc 40 823 −8,42 2 019 0,10
2025-08-11 13F Mill Creek Capital Advisors, LLC 27 088 −22,36 1 340 −15,20
2025-04-28 13F Great Point Wealth Advisors, LLC 49 991 −2,64 2 263 0,04
2025-07-22 13F Windward Private Wealth Management Inc. 256 427 −0,55 12 683 8,67
2025-04-09 13F Fragasso Group Inc. 0 −100,00 0 −100,00
2025-07-30 13F Schwartz Investment Counsel Inc 12 509 −4,34 619 4,57
2025-07-31 13F Gill Capital Partners, Llc 39 018 −6,45 1 930 2,23
2025-05-16 13F Redwood Investments, LLC 0 −100,00 0
2025-07-17 13F/A Capital Investment Advisors, LLC 165 991 −6,60 8 210 2,05
2025-07-24 13F Copperwynd Financial, LLC 209 056 −11,60 10 340 −3,39
2025-08-08 13F Chandler Asset Management, Inc. 500 055 −0,52 24 733 8,71
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 31 560 −1,89 1 561 7,22
2025-07-17 13F KG&L Capital Management,LLC 9 673 −2,75 478 6,22
2025-08-14 13F LM Advisors LLC 69 876 −1,55 3 0,00
2025-08-14 13F Waterford Advisors, LLC 1 357 −99,29 9 847 13,89
2025-08-06 13F Modera Wealth Management, LLC 1 745 696 −1,76 86 342 7,36
2025-08-13 13F Rockport Wealth LLC 11 941 −1,70 591 7,47
2025-07-30 13F Studio Investment Management Llc 25 013 −3,34 1 237 5,64
2025-08-11 13F MainStreet Investment Advisors LLC 215 775 −1,92 10 672 7,18
2025-07-29 13F Stordahl Capital Management, Inc. 13 206 −1,83 653 7,40
2025-07-24 13F Etesian Wealth Advisors, Inc. 9 834 −15,24 486 −7,43
2025-08-06 13F Commonwealth Equity Services, Llc 7 381 487 −2,31 365 7,04
2025-07-25 13F Allspring Global Investments Holdings, LLC 184 005 −3,23 9 138 5,83
2025-08-27 13F Seneca Financial Advisors LLC 140 292 −1,22 6 939 7,93
2025-07-28 13F Boston Trust Walden Corp 226 069 −6,55 11 181 2,12
2025-07-10 13F Orgel Wealth Management, LLC 5 164 −22,46 255 −15,28
2025-08-06 13F SNS Financial Group, LLC 508 043 −2,50 25 128 6,54
2025-07-30 13F Paragon Advisors, LLC 0 −100,00 0
2025-07-30 13F Phoenix Holdings Ltd. 66 558 −1,96 3 291 7,16
2025-07-31 13F United Community Bank 40 086 −11,52 1 983 −3,32
2025-07-25 13F GFS Advisors, LLC 503 370 −1,43 24 897 7,72
2025-07-09 13F OLIO Financial Planning 41 537 −2,94 2 054 6,10
2025-08-26 13F Zeit Capital LLC 156 484 −0,03 7 740 9,25
2025-07-10 13F Security National Bank 2 392 −2,21 118 7,27
2025-08-18 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-07-25 13F Total Clarity Wealth Management, Inc. 12 717 −0,14 629 12,14
2025-07-18 13F Magnolia Private Wealth, LLC 7 103 −84,93 351 −3,04
2025-07-25 NP UCMCX - Cornerstone Moderately Conservative Fund 19 999 −4,00 940 0,86
2025-08-05 13F Oakwell Private Wealth Management, LLC 104 938 −1,93 5 190 7,19
2025-07-15 13F Revisor Wealth Management LLC 33 682 −14,98 1 673 −6,70
2025-07-01 13F Harbor Investment Advisory, Llc 2 196 −11,49 109 −3,57
2025-07-17 13F Mustard Seed Financial, LLC 16 730 −2,67 827 6,44
2025-07-30 13F Berkeley Capital Partners, LLC 16 348 −8,50 809 0,00
2025-07-30 13F Fairway Wealth LLC 127 682 −15,13 6 315 −7,24
2025-08-12 13F North Star Asset Management Inc 130 139 −1,33 6 437 7,82
2025-04-14 13F Orrstown Financial Services Inc 0 −100,00 0
2025-07-15 13F Kraft Asset Management, Llc 0 −100,00 0
2025-07-29 NP JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 392 980 −2,93 18 470 2,00
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-05-07 13F Objective Capital Management, LLC 0 −100,00 0
2025-05-09 13F Thoroughbred Financial Services, Llc 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 247 142 −31,10 12 224 −24,71
2025-08-08 13F VERITY Wealth Advisors 86 117 −0,01 4 259 9,26
2025-08-14 13F CIBC World Markets Inc. 325 211 −9,36 16 085 −0,95
2025-07-23 13F Axos Invest Inc. 126 381 −6,94 6 251 1,69
2025-07-29 13F BKM Wealth Management, LLC 88 733 −0,90 4 389 8,29
2025-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 0 −100,00 0
2025-08-06 13F Van Cleef Asset Management,Inc 437 463 −0,44 21 637 8,79
2025-07-24 13F MSH Capital Advisors LLC 11 317 −0,60 560 8,54
2025-08-14 13F Balanced Rock Investment Advisor 9 671 −11,97 478 −3,82
2025-08-14 13F Modern Wealth Management, LLC 131 249 −6,07 6 492 2,66
2025-07-08 13F Parisi Gray Wealth Management 4 388 −13,64 217 −5,24
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-13 13F Victory Financial Group, Llc 87 753 −16,40 4 340 −8,65
2025-07-23 13F High Note Wealth, LLC 1 548 −0,90 77 8,57
2025-08-12 13F American Century Companies Inc 0 −100,00 0
2025-07-09 13F Post Resch Tallon Group Inc. 8 497 −4,70 420 4,48
2025-07-08 13F Braun-Bostich & Associates Inc. 31 461 −13,08 1 556 −5,01
2025-07-10 13F Anderson Hoagland & Co 189 462 −22,10 9 371 −3,41
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 5 170 −31,96 256 −25,66
2025-07-17 13F Norris Perne & French Llp/mi 53 159 −0,48 2 629 8,77
2025-08-04 13F Atria Investments Llc 616 001 −5,85 30 467 2,89
2025-07-22 13F Global Strategic Investment Solutions, LLC 41 068 −19,04 2 031 −11,50
2025-04-29 13F Financiere des Professionnels - Fonds d,investissement inc. 0 −100,00 0 −100,00
2025-08-06 13F Spurstone Advisory Services, LLC 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 170 973 −78,67 8 497 −76,58
2025-08-18 13F Front Row Advisors LLC 5 524 −6,77 273 1,87
2025-07-29 13F Liberty Square Wealth Partners Llc 32 637 −21,31 1 614 −14,01
2025-07-22 13F Kickstand Ventures, Llc. 102 029 −6,31 5 046 2,39
2025-07-15 13F Gpwm Llc 176 394 −3,22 8 724 5,77
2025-08-01 13F Centerpoint Advisors, LLC 0 −100,00 0
2025-08-28 NP RSEE - Rareview Systematic Equity ETF 143 735 −15,55 7 109 −7,70
2025-08-07 13F Cahill Financial Advisors Inc 95 202 −8,16 4 709 0,36
2025-08-14 13F Private Capital Management, LLC 4 679 −2,60 231 6,45
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-05-09 13F Generation Capital Management LLC 0 −100,00 0
2025-08-11 13F Rothschild Investment Llc 2 876 −7,14 142 1,43
2025-08-07 13F Brio Consultants, LLC 0 −100,00 0
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 6 769 065 −11,04 334 798 −2,79
2025-08-05 13F Ellevest, Inc. 337 110 −81,43 16 673 −79,70
2025-08-18 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-08-07 13F Mayport, Llc 22 684 −14,17 1 122 −6,27
2025-07-24 13F IFP Advisors, Inc 94 067 −14,00 4 653 −6,02
2025-08-04 13F Keybank National Association/oh 2 591 543 −1,15 128 178 8,03
2025-07-16 13F Essex Financial Services, Inc. 15 632 −4,89 773 4,04
2025-08-20 NP POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares 41 924 −2,33 2 074 6,75
2025-07-23 13F WoodTrust Financial Corp 0 −100,00 0
2025-08-14 13F Lazard Asset Management Llc 34 535 −40,12 2 −50,00
2025-07-22 13F Woodmont Investment Counsel Llc 92 416 −0,27 4 571 8,99
2025-08-08 13F D'Orazio & Associates, Inc. 67 944 −13,90 3 361 −5,91
2025-08-05 13F Meridian Management Co 332 451 −29,48 16 556 −22,41
2025-07-02 13F HBW Advisory Services LLC 15 138 −11,68 749 −3,48
2025-07-28 13F Smart Portfolios, LLC 27 293 −14,01 1 350 −6,06
2025-08-08 13F WASHINGTON TRUST Co 24 335 −8,62 1 204 −0,17
2025-08-04 13F Evergreen Wealth Management, LLC 9 863 −1,60 488 7,51
2025-07-16 13F True North Advisors, LLC 6 768 −49,11 335 −44,43
2025-08-05 13F Plante Moran Financial Advisors, LLC 146 −69,00 7 −66,67
2025-08-14 13F FC Advisory LLC 25 533 −4,84 1 263 3,95
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 11 807 −10,22 584 −2,02
2025-08-13 13F BCJ Capital Management, LLC 13 367 −27,08 661 −20,27
2025-08-06 13F Ipsen Advisor Group LLC 4 069 −13,20 201 −5,19
2025-07-28 13F Fairman Group, LLC 5 283 −10,61 261 1,16
2025-08-05 13F Bank of New York Mellon Corp 10 999 008 −1,81 544 011 7,30
2025-08-13 13F WCG Wealth Advisors LLC 14 721 −0,83 728 8,49
2025-08-14 13F Glenview Trust Co 104 642 −18,60 5 176 −11,05
2025-08-27 13F/A Squarepoint Ops LLC Put 0 −100,00 0 −100,00
2025-07-31 13F Prentice Wealth Management LLC 58 095 −80,99 2 873 −79,23
2025-08-14 13F New Vernon Capital Holdings II LLC 284 473 −96,79 14 070 7 115,38
2025-07-29 13F International Assets Investment Management, Llc 30 985 −4,77 1 533 4,08
2025-08-11 13F Root Financial Partners, LLC 51 082 −9,72 2 527 −1,41
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 −100,00 0
2025-08-05 13F Tiaa Trust, National Association 9 530 244 −5,01 471 366 3,80
2025-08-11 13F PAX Financial Group, LLC 56 314 −1,56 2 785 7,57
2025-08-11 13F WPG Advisers, LLC 5 289 −6,62 262 1,95
2025-08-14 13F/A Barclays Plc Put 0 −100,00 0 −100,00
2025-07-29 13F John G Ullman & Associates Inc 25 300 −0,04 1 251 9,26
2025-04-21 13F LifeWealth Investments, LLC 0 −100,00 0
2025-07-24 13F Von Berge Wealth Management Group, LLC 86 765 −1,64 4 404 10,90
2025-07-10 13F Sunflower Bank, N.A. 131 227 −4,37 6 490 4,51
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-14 13F Signature Securities Group Corporation 18 315 −29,01 906 −22,45
2025-07-17 13F Barry Investment Advisors, LLC 201 452 −0,00 9 964 9,28
2025-07-09 13F Roth Financial Partners LLC 36 048 −5,58 1 783 3,13
2025-07-22 13F Relyea Zuckerberg Hanson LLC 0 −100,00 0
2025-07-25 13F Ruedi Wealth Management, Inc. 5 935 −0,42 294 8,92
2025-07-15 13F Signal Tree Financial Partners Llc 85 398 −7,43 4 224 1,15
2025-05-15 13F Cook Wealth Management Group Llc 0 −100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 35 569 −10,25 1 759 −1,90
2025-08-13 13F New Harbor Financial Group, LLC 5 425 −10,03 268 −1,47
2025-08-06 13F True Wealth Design, LLC 0 −100,00 0
2025-07-16 13F Blue Oak Capital, LLC 0 −100,00 0
2025-05-28 13F Wealth Management Associates, Inc. 0 −100,00 0 −100,00
2025-07-21 13F Ameritas Advisory Services, LLC 85 041 −38,89 4 206 −33,03
2025-04-29 13F Financial Network Wealth Management LLC 5 477 −0,58 0
2025-07-24 13F NavPoint Financial, Inc. 55 534 −8,70 2 747 −0,22
2025-07-14 13F Painted Porch Advisors LLC 45 −8,16 2 0,00
2025-07-25 13F Landmark Wealth Management, LLC 91 168 −3,06 5 0,00
2025-08-11 13F Strategic Wealth Partners, Ltd. 4 077 −27,64 202 −21,48
2025-07-15 13F RTD Financial Advisors, Inc. 278 814 −4,88 13 790 3,94
2025-08-06 13F Rialto Wealth Management, LLC 49 179 −2,44 2 432 6,62
2025-07-17 13F Peoples Financial Services Corp. 2 187 −17,00 108 −9,24
2025-04-11 13F Annex Advisory Services, LLC 0 −100,00 0
2025-08-08 13F Smithfield Trust Co 1 032 011 −3,10 51 4,17
2025-07-16 13F Signature Resources Capital Management, LLC 410 −50,72 20 −45,95
2025-07-21 13F Ascent Group, LLC 166 852 −3,01 8 252 5,99
2025-04-09 13F Wallace Advisory Group, LLC 0 −100,00 0
2025-07-17 13F Keystone Global Partners, LLC 0 −100,00 0
2025-08-05 13F Telos Capital Management, Inc. 8 002 −4,31 396 4,50
2025-08-01 13F Koss-Olinger Consulting, LLC 210 530 −7,74 10 413 0,81
2025-07-16 13F GoalFusion Wealth Management, LLC 104 122 −1,38 5 150 7,76
2025-08-07 13F Fountainhead AM, LLC 240 832 −4,03 11 912 4,87
2025-07-28 13F Curated Wealth Partners LLC 16 693 −6,51 826 2,10
2025-05-15 13F Hall Laurie J Trustee 0 −100,00 0
2025-07-29 13F Rodgers & Associates, LTD 131 605 −0,92 6 509 8,28
2025-08-01 13F Teacher Retirement System Of Texas 0 −100,00 0
2025-08-06 13F SP Asset Management LLC 26 480 −1,26 1 310 7,91
2025-08-07 13F Tilson Financial Group, Inc. 16 708 −0,42 1
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 243 050 −1,48 12 021 7,66
2025-08-28 NP ELM - Elm Market Navigator ETF 720 849 −28,06 35 653 −21,38
2025-08-08 13F Intrua Financial, LLC 46 147 −40,47 2 282 −34,95
2025-08-04 13F Daymark Wealth Partners, Llc 47 502 −13,74 2 349 −5,74
2025-08-11 13F Compass Capital Corp /ma/ /adv 26 748 −1,76 1 276 6,42
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-08-13 13F M&t Bank Corp 2 584 050 −2,19 127 807 6,89
2025-07-29 13F Crux Wealth Advisors 6 855 −40,71 339 −35,18
2025-08-14 13F Headinvest, Llc 98 997 −2,48 4 896 6,57
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-14 13F Sei Investments Co 11 359 506 −2,75 561 841 6,28
2025-07-25 NP SRGAX - Stringer Growth Fund Class A Shares 0 −100,00 0 −100,00
2025-07-28 13F WealthPLAN Partners, LLC 4 536 −11,99 224 −3,86
2025-08-08 13F VeraBank, N.A. 6 302 −1,25 312 7,99
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 17 038 −4,51 843 4,34
2025-08-14 13F Sterling Wealth Management, Inc. 197 505 −0,83 9 769 11,37
2025-07-24 13F McKinley Carter Wealth Services, Inc. 13 240 −1,71 655 7,39
2025-08-12 13F Zacks Investment Management 16 546 −5,80 818 2,89
2025-07-23 13F Narwhal Capital Management 0 −100,00 0
2025-08-14 13F Stage Harbor Financial, Llc 6 768 −6,17 335 2,45
2025-06-25 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 0 −100,00 0 −100,00
2025-07-29 13F Aire Advisors, Llc 37 807 −0,46 1 870 8,73
2025-08-07 13F Delta Financial Advisors Llc 47 623 −0,40 2 355 8,88
2025-08-14 13F Toroso Investments, LLC 851 938 −12,87 42 137 −4,78
2025-08-14 13F Syon Capital Llc 105 073 −1,06 5 197 8,11
2025-08-13 13F Martin & Co Inc /tn/ 294 600 −0,34 14 571 8,91
2025-07-29 13F SilverOak Wealth Management LLC 51 370 −1,96 2 541 7,13
2025-08-12 13F Boston Research & Management Inc 14 126 −6,13 1
2025-05-01 13F McCarthy Grittinger Financial Group, LLC 0 −100,00 0
2025-08-01 13F Motco 12 330 −26,11 614 −18,68
2025-08-12 13F Martin Worley Group 82 638 −1,58 4 087 7,55
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F 20 000 −4,76 989 4,11
2025-07-09 13F Pallas Capital Advisors LLC 5 602 −0,64 277 8,63
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-14 13F Advisor OS, LLC 0 −100,00 0
2025-08-14 13F Trace Wealth Advisors, LLC 22 715 −2,22 1 123 6,85
2025-07-09 13F Sunpointe, LLC 8 371 −7,77 414 0,98
2025-07-29 13F Primoris Wealth Advisors, Llc 5 502 −3,17 272 5,84
2025-07-30 NP CCMG - CCM Global Equity ETF 1 255 283 −0,31 58 998 4,75
2025-07-07 13F Park Edge Advisors, LLC 16 692 −3,54 826 5,36
2025-07-22 13F Highland Capital Management, Llc 26 097 −1,27 1 291 7,86
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 2 985 957 −1,65 147 685 7,47
2025-06-03 13F/A First National Bank Of Omaha 59 494 −18,44 2 693 −10,21
2025-07-24 13F Eastern Bank 33 355 −10,37 1 650 −2,08
2025-07-25 13F One Degree Advisors Inc 99 776 −0,02 5 0,00
2025-07-11 13F LongView Wealth Management 23 847 −12,47 1 179 −4,38
2025-07-25 13F Evolution Advisers, Inc. 246 242 −1,86 12 9,09
2025-08-13 13F StoneX Group Inc. 34 715 −15,04 1 717 −7,14
2025-07-23 13F Kingswood Wealth Advisors, Llc 12 349 −9,82 611 −1,45
2025-07-22 13F Financial Insights, Inc. 26 871 −0,91 1 329 8,31
2025-04-11 13F Intellectus Partners, LLC 0 −100,00 0
2025-08-15 13F Resources Management Corp /ct/ /adv 5 235 −4,30 0
2025-07-15 13F Five Pine Wealth Management 5 008 −4,70 248 4,22
2025-07-17 13F K2 Financial Inc. 87 137 −4,39 4 358 10,30
2025-07-22 13F Aspire Private Capital, LLC 135 942 −5,46 6 724 3,32
2025-07-08 13F Chemistry Wealth Management LLC 23 686 −2,51 1 172 6,55
2025-08-26 NP ISRAX - Voya Solution 2045 Portfolio Class ADV 141 619 −3,03 7 004 5,98
2025-07-22 13F Oak Hill Wealth Advisors, Llc 295 168 −12,77 14 646 −4,37
2025-08-11 13F United Capital Financial Advisers, Llc 233 206 −3,30 11 534 5,67
2025-07-17 13F Emerald Advisors, LLC 12 606 −14,13 623 −6,17
2025-08-14 13F Riggs Asset Managment Co. Inc. 0 −100,00 0
2025-07-09 13F Camelot Technology Advisors, Inc. 0 −100,00 0
2025-07-22 13F Keudell/Morrison Wealth Management 19 260 −7,55 953 1,06
2025-07-24 13F Blair William & Co/il 594 805 −3,57 29 419 5,38
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 92 −60,17 5 −60,00
Other Listings
MX:VWO
PE:VWO
GB:0LMP
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