DVY - iShares Trust - iShares Select Dividend ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqGM)

iShares Trust - iShares Select Dividend ETF
US ˙ NasdaqGM ˙ US4642871689

Mga Batayang Estadistika
Pemilik Institusional 1318 total, 1314 long only, 1 short only, 3 long/short - change of -0.38% MRQ
Alokasi Portofolio Rata-rata 0.2832 % - change of -11.33% MRQ
Saham Institusional (Jangka Panjang) 72,084,007 (ex 13D/G) - change of 2.83MM shares 4.08% MRQ
Nilai Institusional (Jangka Panjang) $ 8,911,680 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

iShares Trust - iShares Select Dividend ETF (US:DVY) memiliki 1318 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 72,084,007 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Pnc Financial Services Group, Inc., Northern Trust Corp, Royal Bank Of Canada, Laurel Wealth Advisors LLC, Bank of New York Mellon Corp, LPL Financial LLC, and Envestnet Asset Management Inc .

Struktur kepemilikan institusional iShares Trust - iShares Select Dividend ETF (NasdaqGM:DVY) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 141.74 / share. Previously, on September 9, 2024, the share price was 132.58 / share. This represents an increase of 6.91% over that period.

DVY / iShares Trust - iShares Select Dividend ETF Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

DVY / iShares Trust - iShares Select Dividend ETF Historical Put/Call Ratio
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-07-17 13F PMG Wealth Management, Inc. 2,708 -3.35 360 -4.52
2025-07-25 13F Cwm, Llc 51,959 8.97 7 0.00
2025-07-25 13F Investment Advisory Group, LLC 13,634 0.06 1,811 -1.04
2025-07-31 13F Darden Wealth Group Inc 16,207 -4.01 2,153 -5.07
2025-04-25 13F Sovran Advisors, LLC 0 -100.00 0
2025-07-21 13F Fairvoy Private Wealth, LLC 2,734 0.00 363 -1.09
2025-08-14 13F Benjamin Edwards Inc 10,921 -0.86 1,450 -1.96
2025-08-05 13F Scarborough Advisors, LLC 0 -100.00 0
2025-08-15 13F First Heartland Consultants, Inc. 2,455 -1.25 326 -2.10
2025-07-16 13F St Germain D J Co Inc 1,594 -18.05 212 -19.16
2025-06-30 NP CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares 2,850 366
2025-07-14 13F CRA Financial Services, LLC 9,620 0.95 1,278 -0.16
2025-08-13 13F Capital Analysts, Inc. 27,374 -0.57 4 0.00
2025-08-14 13F Money Concepts Capital Corp 2,137 -5.02 284 -6.29
2025-08-13 13F Sepio Capital, LP 1,975 0.00 262 -1.13
2025-08-05 13F J. W. Coons Advisors, LLC 3,492 0.00 464 -1.07
2025-08-07 13F Addison Advisors LLC 152 -16.48 20 -16.67
2025-08-01 13F Pasadena Private Wealth, LLC 1,655 0.30 220 -0.90
2025-08-15 13F Semmax Financial Advisors Inc. 10 0.00 1 0.00
2025-07-28 13F Axxcess Wealth Management, Llc 7,051 -0.47 936 -1.58
2025-08-08 13F Ironwood Investment Counsel, LLC 2,708 10.76 360 9.45
2025-08-14 13F Tudor Financial Inc. 2,619 0.04 348 -1.14
2025-08-14 13F Garden State Investment Advisory Services LLC 1,623 0.81 216 -0.46
2025-08-01 13F First National Trust Co 8,211 -3.98 1,091 -5.05
2025-08-05 13F Smith Shellnut Wilson Llc /adv 17,701 -17.58 2,351 -18.52
2025-08-11 13F Dorsey & Whitney Trust CO LLC 7,651 42.26 1,016 40.72
2025-08-18 13F/A National Bank Of Canada /fi/ 118,558 -41.58 15,746 -42.23
2025-08-05 13F Bank of New York Mellon Corp 1,827,204 -0.58 242,671 -1.68
2025-08-14 13F Headinvest, Llc 0 -100.00 0
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 2,209 0.00 299 1.01
2025-04-28 13F Pinnacle Financial Partners Inc 98,504 1.50 13,228 3.82
2025-08-15 13F Security National Bank Of Sioux City Iowa /ia/ 2,165 -15.26 288 -16.33
2025-08-13 13F Beacon Pointe Advisors, LLC 94,912 -0.83 12,605 -1.92
2025-08-13 13F Colonial Trust Co / SC 2,488 -1.35 330 -2.37
2025-07-15 13F Evanson Asset Management, LLC 14,047 -11.32 1,866 -12.32
2025-07-16 13F Signaturefd, Llc 2,235 25.56 297 23.85
2025-07-31 13F Oppenheimer & Co Inc 43,846 8.65 5,823 7.46
2025-07-21 13F Precedent Wealth Partners, Llc 11,185 0.69 1,486 -0.40
2025-08-06 13F North Capital, Inc. 1,263 0.00 168 -1.18
2025-08-12 13F Jaffetilchin Investment Partners, LLC 4,098 0.81 544 -0.18
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 209,165 4.45 28,582 6.29
2025-08-14 13F Quantinno Capital Management LP 24,543 52.78 3,260 51.09
2025-04-04 13F Quent Capital, LLC 0 -100.00 0
2025-07-01 13F Park National Corp /oh/ 16,815 0.00 2,233 -1.11
2025-08-13 13F Fiduciary Group LLC 4,264 0.00 566 -1.05
2025-07-07 13F Greenfield Savings Bank 4,948 -0.90 657 -1.94
2025-08-13 13F Renaissance Technologies Llc 0 -100.00 0
2025-08-13 13F Argyle Capital Partners, LLC 7,043 0.00 935 -1.06
2025-08-14 13F Sunbelt Securities, Inc. 16,288 161.57 2,138 155.74
2025-08-05 13F Hills Bank & Trust Co 1,739 -7.01 231 -8.37
2025-08-06 13F Summit Investment Advisors, Inc. 1,955 0.93 262 4.82
2025-07-30 13F Klingenstein Fields & Co Lp 2,087 0.00 277 -1.07
2025-07-30 13F SkyOak Wealth, LLC 4,369 0.00 580 -1.02
2025-07-08 13F Quintet Private Bank (Europe) S.A. 100 0.00 13 0.00
2025-08-08 13F Carl P. Sherr & Co., LLC 3,432 0.00 456 -1.09
2025-07-24 13F JNBA Financial Advisors 0 -100.00 0
2025-04-29 13F Hm Payson & Co 7,815 32.12 1,049 35.18
2025-07-30 13F Advantage Trust Co 120 16
2025-08-14 13F Rodgers Brothers Inc. 2,422 0.00 322 -1.23
2025-05-07 13F Resolute Wealth Strategies, LLC 0 -100.00 0
2025-07-16 13F Beaumont Financial Advisors, LLC 61,821 -1.52 8,211 -2.60
2025-08-12 13F Camden National Bank 3,702 -3.14 492 -4.29
2025-08-11 13F Summit Wealth Partners, LLC 15,863 0.03 2,107 -1.08
2025-07-31 13F Topsail Wealth Management, LLC 1,500 0.00 199 -1.00
2025-07-08 13F Twele Capital Management, Inc. 2,894 -5.52 384 -6.57
2025-07-16 13F Octavia Wealth Advisors, LLC 1,540 -8.88 205 -9.73
2025-07-17 13F Janney Montgomery Scott LLC 211,111 -1.56 28 0.00
2025-08-13 13F Colonial Trust Advisors 2,041 0.10 271 -0.73
2025-08-06 13F Marco Investment Management Llc 5,581 0.00 741 -1.07
2025-07-21 13F Sageworth Trust Co 6,550 0.00 870 -1.14
2025-08-12 13F JMG Financial Group, Ltd. 11,298 0.00 1,500 -1.12
2025-04-21 13F Green Square Capital Advisors Llc 0 -100.00 0 -100.00
2025-07-28 13F Rosenberg Matthew Hamilton 0 -100.00 0
2025-07-10 13F Tompkins Financial Corp 9,975 0.00 1,325 -1.12
2025-07-21 13F Stock Yards Bank & Trust Co 13,432 22.09 1,784 20.72
2025-08-11 13F Anb Bank 4,174 -1.46 554 -2.46
2025-08-14 13F Synovus Financial Corp 204,864 0.29 27,211 -0.80
2025-07-08 13F Zrc Wealth Management, Llc 469 0.43 62 0.00
2025-08-11 13F First American Trust, Fsb 32,713 2.34 4,345 1.21
2025-08-12 13F Park Square Financial Group, LLC 161 0.62 21 0.00
2025-08-14 13F Royal Bank Of Canada 3,060,605 34.45 406,479 32.96
2025-08-12 13F Quadcap Wealth Management, LLC 5,337 -3.51 709 -4.58
2025-07-17 13F Cairn Investment Group, Inc. 1,742 0.00 0
2025-08-07 13F Northwest Bancshares, Inc. 2,453 -0.89 326 -2.11
2025-04-22 13F Jmac Enterprises Llc 0 -100.00 0
2025-07-22 13F Old National Bancorp /in/ 67,798 -9.74 9,004 -10.74
2025-07-21 13F Flagship Private Wealth, LLC 0 -100.00 0
2025-07-22 13F Valley National Advisers Inc 1,889 0.00 0
2025-08-14 13F Evercore Wealth Management, LLC 14,488 0.00 1,924 -1.08
2025-05-12 13F Blueprint Investment Partners LLC 0 -100.00 0
2025-05-13 13F Heck Capital Advisors, LLC 0 -100.00 0 -100.00
2025-07-15 13F Marquette Asset Management, LLC 2,508 0.00 333 -0.89
2025-08-11 13F Delta Asset Management Llc/tn 98 0.00 13 0.00
2025-07-29 13F Hoese & Co LLP 4,495 37.25 597 35.76
2025-07-11 13F Trust Co Of Virginia /va 1,692 -2.03 225 -3.03
2025-08-08 13F Emerald Investment Partners, Llc 1,179 31.88 157 30.00
2025-08-08 13F AJ Advisors, LLC 1,594 0.69 212 -0.47
2025-05-09 13F Performa Ltd (US), LLC 0 -100.00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 376 3.01 50 0.00
2025-08-13 13F Providence Capital Advisors, LLC 3,012 10.98 400 9.89
2025-05-08 13F Essential Planning, LLC. 0 -100.00 0
2025-07-31 13F/A Interchange Capital Partners, LLC 3,543 -0.14 471 -1.26
2025-08-14 13F Alliancebernstein L.p. 30,425 3.86 4,041 2.72
2025-07-21 13F Riverview Trust Co 1,196 0.00 159 -1.25
2025-08-27 13F/A Squarepoint Ops LLC Call 7,100 91.89 943 89.92
2025-08-27 13F/A Squarepoint Ops LLC Put 7,100 91.89 943 89.92
2025-07-08 13F Hickory Point Bank & Trust 1,698 0.00 226 -1.32
2025-08-11 13F Pin Oak Investment Advisors Inc 311 0.00 0
2025-07-23 13F BankPlus Trust Department 1,388 0.00 184 -1.08
2025-04-15 13F Ibex Wealth Advisors 0 -100.00 0
2025-07-11 13F Eagle Bay Advisors LLC 38,710 0.00 5,141 -1.10
2025-07-14 13F Gridiron Partners, LLC 2,000 0.00 266 -1.12
2025-08-05 13F Gould Asset Management Llc /ca/ 7,258 -4.01 964 -5.12
2025-07-15 13F Forte Capital Llc /adv 0 -100.00 0
2025-08-12 13F Titleist Asset Management, Llc 8,978 6.05 1,192 4.93
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 1,574 2.81 209 1.46
2025-08-13 13F Maia Wealth LLC 1,870 -41.91 248 -38.92
2025-07-11 13F Adirondack Trust Co 450 0.00 60 -1.67
2025-07-30 13F Smith Thornton Advisors LLC 3,275 -4.18 435 -5.45
2025-08-14 13F Windsor Advisory Group, LLC 0 -100.00 0
2025-07-21 13F Credential Qtrade Securities Inc. 0 -100.00 0 -100.00
2025-07-16 13F West Branch Capital LLC 4 0.00 1
2025-08-14 13F Wetherby Asset Management Inc 4,755 0.00 632 1.12
2025-07-02 13F Dentgroup LLC 1,519 0.00 202 -0.99
2025-07-22 13F Wealthcare Capital Partners, LLC 1,889 0.96 251 -0.40
2025-04-22 13F Synergy Financial Management, LLC 0 -100.00 0
2025-07-28 13F IFC Advisors LLC 19,151 -0.09 2,543 -1.20
2025-07-14 13F Westend Capital Management LLC 1,180 0.00 157 -1.27
2025-08-05 13F Hunter Associates Investment Management Llc 2,701 -28.94 0
2025-08-06 13F Moors & Cabot, Inc. 5,842 0.07 776 -1.02
2025-07-25 13F Gw Henssler & Associates Ltd 121,224 4.05 16,100 2.90
2025-07-23 13F Integris Wealth Management, LLC 4,036 7.48 536 6.35
2025-07-18 13F PFG Investments, LLC 12,843 -3.54 1,706 -4.59
2025-08-04 13F Spire Wealth Management 4,466 -2.83 593 -3.89
2025-08-13 13F Diametric Capital, LP 16,138 2,143
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
2025-07-21 13F Gray Private Wealth, LLC 1,729 0.00 230 -1.29
2025-07-30 13F Financial Perspectives, Inc 115 0.00 15 0.00
2025-08-04 13F HBK Sorce Advisory LLC 21,188 -1.78 2,814 -2.87
2025-07-18 13F First Pacific Financial 300 0.00 40 -2.50
2025-08-11 13F Perennial Investment Advisors, LLC 2,002 24.97 266 23.26
2025-08-12 13F Change Path, LLC 11,396 -6.14 1,514 -7.18
2025-08-15 13F CI Private Wealth, LLC 97,783 -50.24 12,987 -50.79
2025-07-18 13F Trust Co Of Vermont 4,781 14.38 635 13.01
2025-08-05 13F Code Waechter LLC 7,049 0.00 936
2025-07-08 13F Nbc Securities, Inc. 13,600 -1.33 2 0.00
2025-08-06 13F Commonwealth Equity Services, Llc 645,214 -2.86 86 -4.49
2025-08-14 13F C M Bidwell & Associates Ltd 140 0.00 19 0.00
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100.00 0
2025-07-30 13F Principle Wealth Partners Llc 43,065 12.15 5,719 10.92
2025-07-10 13F Triangle Securities Wealth Management 3,825 0.00 508 -1.17
2025-04-23 13F Sabal Trust CO 3,659 21.36 491 24.30
2025-07-31 13F Manuka Financial, LLC 1,915 0.00 254 -1.17
2025-04-28 13F Fedenia Advisers LLC 0 -100.00 0
2025-05-15 13F Cyrus J. Lawrence, LLC 0 -100.00 0
2025-08-08 13F Gts Securities Llc 21,357 2,836
2025-08-06 13F Legacy Bridge, LLC 350 0.00 46 -2.13
2025-07-25 13F Fifth Third Wealth Advisors LLC 145,736 0.22 19,355 -0.89
2025-07-10 13F Peoples Bank/KS 15,124 2.32 2,009 1.21
2025-08-07 13F Vise Technologies, Inc. 2,523 335
2025-08-14 13F Clark Capital Management Group, Inc. 3,534 3.64 469 2.63
2025-07-21 13F Creative Capital Management Investments LLC 459 82.14 61 81.82
2025-07-11 13F Ullmann Financial Group, Inc. 0 -100.00 0
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 4,545 0.00 604 -1.15
2025-08-06 13F Bensler, LLC 15,757 -1.27 2,093 -2.38
2025-07-11 13F Essex Savings Bank 2,947 -0.51 391 -1.51
2025-05-07 13F Private Management Group Inc 0 -100.00 0
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 4,610 0.00 612 -1.13
2025-07-17 13F C2C Wealth Management, LLC 0 -100.00 0
2025-07-30 13F Cornerstone Advisory, LLC 2,440 0.58 324 3.85
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 4,203 -7.69 564 -5.53
2025-07-15 13F Gunma Bank,Ltd. 57,075 6.48 8 0.00
2025-08-04 13F AMG National Trust Bank 299,320 0.39 39,753 -0.72
2025-07-09 13F Blodgett Wealth Advisors, Llc 10,165 -3.79 1,350 -4.87
2025-05-01 13F Quest 10 Wealth Builders, Inc. 5,482 -30.56 736 -28.96
2025-07-14 13F GAMMA Investing LLC 1,506 0.00 200 -0.99
2025-08-13 13F Virtue Capital Management, LLC 5,955 -19.71 791 -20.68
2025-08-14 13F Catalyst Financial Partners Llc 4,469 0.00 594 -1.17
2025-08-04 13F Mesirow Financial Investment Management, Inc. 9,629 1.03 1,279 -0.08
2025-07-17 13F HCR Wealth Advisors 3,373 0.00 448 -1.11
2025-08-14 13F Gotham Asset Management, LLC 5,321 0.00 707 -1.12
2025-05-12 13F Measured Wealth Private Client Group, LLC 0 -100.00 0
2025-08-11 13F Citigroup Inc 14,355 -3.61 1,906 -4.65
2025-07-17 13F City Holding Co 21,088 -1.33 2,801 -2.44
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 32,178 0.00 4,318 0.00
2025-08-08 13F Pnc Financial Services Group, Inc. 3,750,902 -1.26 498,157 -2.34
2025-07-08 13F Apella Capital, LLC 4,234 127.15 574 144.87
2025-08-14 13F Warren Averett Asset Management, LLC 19,320 -1.07 2,566 -2.17
2025-03-12 13F/A Private Capital Management Llc 2,274 -16.37 275 -17.66
2025-07-17 13F Sound Income Strategies, LLC 12,882 -19.21 1,711 -20.13
2025-07-23 13F Gainplan LLC 2,593 -2.77 344 -3.91
2025-04-29 13F Raleigh Capital Management Inc. 0 -100.00 0
2025-07-10 13F Trust Point Inc. 9,961 2.25 1,323 1.07
2025-08-14 13F Ancora Advisors, LLC 1,332 0.00 177 -1.12
2025-07-28 13F Pettinga Financial Advisors, LLC 1,575 -17.11 209 -18.04
2025-07-25 13F Apollon Wealth Management, LLC 8,848 -10.64 1,175 -11.59
2025-08-13 13F VestGen Advisors, LLC 10,761 0.00 1,429 -1.11
2025-08-14 13F Df Dent & Co Inc 1,705 0.00 226 -0.88
2025-07-18 13F Victrix Investment Advisors 2,210 9.41 294 23.63
2025-07-18 13F Alley Investment Management Company, LLC 5,708 1.28 758 0.26
2025-07-23 13F Tyche Wealth Partners LLC 11,270 8.27 1,497 7.09
2025-07-30 13F Insight Advisors, LLC/ PA 2,097 0.33 279 -0.71
2025-08-12 13F Cornerstone Wealth Management, LLC 6,053 4.27 804 3.08
2025-08-14 13F McIlrath & Eck, LLC 176 0.00 23 0.00
2025-08-06 13F Prospera Financial Services Inc 31,477 5.08 4,181 3.93
2025-07-17 13F Paradigm Financial Partners, Llc 7,884 65.53 1,047 63.85
2025-07-31 13F BIP Wealth, LLC 4,572 -19.46 607 -20.34
2025-08-08 13F CFO4Life Group, LLC 1,900 0.00 252 -1.18
2025-08-14 13F Raymond James Financial Inc 1,069,697 -11.98 142,066 -12.95
2025-08-14 13F Murphy & Mullick Capital Management Corp 306 -10.53 41 -11.11
2025-07-09 13F Pines Wealth Management, LLC 3,572 0.00 488 15.64
2025-08-07 13F Summit Asset Management, LLC 0 -100.00 0
2025-07-11 13F Diversified Trust Co 2,682 0.00 356 -1.11
2025-07-10 13F Umb Bank N A/mo 2,150 0.00 289 0.00
2025-07-17 13F Independence Bank of Kentucky 15,440 1.48 2,051 0.34
2025-07-07 13F Roxbury Financial LLC 371 1.09 49 -2.00
2025-04-14 13F Regent Peak Wealth Advisors LLC 5,936 -25.88 797 -24.17
2025-08-05 13F EPG Wealth Management LLC 413 0.00 55 -1.82
2025-07-31 13F Wright Fund Managment, LLC 5,200 0.00 698 0.00
2025-08-08 13F/A Ignite Planners, LLC 5,120 0.16 694 6.12
2025-07-17 13F Smith Chas P & Associates Pa Cpas 3,670 0.00 487 -1.02
2025-08-04 13F Creekmur Asset Management LLC 2,825 112.73 375 110.67
2025-08-14 13F Harwood Advisory Group, LLC 0 -100.00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 2,675 6.36 355 5.34
2025-08-05 13F Peregrine Asset Advisers, Inc. 16,711 4.29 2,219 3.16
2025-08-12 13F Calton & Associates, Inc. 2,609 1.12 347 0.00
2025-08-14 13F Family Management Corp 131 0.00 17 0.00
2025-07-29 13F Kanawha Capital Management Llc 7,532 -0.82 1,000 -1.86
2025-07-22 13F Appleton Partners Inc/ma 6,184 0.00 1
2025-07-30 13F Dudley Capital Management, Llc 1,900 0.00 252 -1.18
2025-08-14 13F MGB Wealth Management, LLC 4,670 -0.87 620 -1.90
2025-07-29 13F Private Trust Co Na 8,369 -1.76 1,111 -2.88
2025-07-17 13F Park Place Capital Corp 7,441 0.00 1,007 0.80
2025-08-07 13F Cypress Capital Management LLC (WY) 261 0.00 35 -2.86
2025-07-25 13F waypoint wealth counsel 10,181 0.32 1,352 -0.73
2025-07-08 13F Legacy Private Trust Co. 15,485 -2.52 2,057 -3.61
2025-07-22 13F Team Financial Group, LLC 171 23
2025-07-31 13F Ballast Advisors Llc 482 0.00 64 0.00
2025-07-11 13F Kapstone Financial Advisors LLC 22,031 -0.51 2,926 -1.61
2025-07-15 13F Missouri Trust & Investment Co 1,270 -0.78 169 -1.75
2025-07-17 13F Neumann Capital Management, LLC 3,819 0.00 507 -0.98
2025-07-16 13F Asset Allocation & Management Company, LLC 10,273 0.00 1 0.00
2025-08-07 13F Meeder Advisory Services, Inc. 2,585 -2.38 343 -3.38
2025-08-14 13F Parvin Asset Management, LLC 206 27
2025-08-11 13F Guidance Point Advisors, LLC 25,042 0.69 3,325 -0.42
2025-08-14 13F Comerica Bank 440,550 -2.13 58,509 -3.21
2025-04-30 13F Mjp Associates Inc /adv 0 -100.00 0
2025-07-09 13F First Financial Corp /in/ 1,211 0.00 161 -1.23
2025-07-22 13F Romano Brothers And Company 9,953 0.00 1,322 -1.12
2025-07-07 13F TruWealth Advisors, LLC 6,000 0.22 797 -1.00
2025-08-11 13F Elequin Capital Lp 518 69
2025-07-22 13F Inlight Wealth Management, LLC 73 0.00 10 0.00
2025-07-17 13F Moody Lynn & Lieberson, Llc 3,600 0.00 478 -1.04
2025-08-07 13F Fagan Associates, Inc. 6,087 0.08 808 -0.98
2025-07-07 13F Insight Wealth Strategies, LLC 3,395 0.83 460 1.55
2025-08-08 13F Flaharty Asset Management, LLC 17,265 -8.23 2,293 -9.26
2025-08-12 13F TCP Asset Management, LLC 5,239 3.60 696 2.36
2025-08-12 13F YANKCOM Partnership 2,700 0.00 359 -1.10
2025-07-17 13F Grandview Asset Management LLC 2,357 0.38 0
2025-08-11 13F ARS Investment Partners, LLC 8,511 0.00 1,130 1.16
2025-07-16 13F First American Bank 2,050 0.00 272 -1.09
2025-07-23 13F Eagle Strategies LLC 16,309 3.04 2,166 1.88
2025-08-13 13F Capital Group Private Client Services, Inc. 6,435 -0.37 855 -1.50
2025-07-11 13F First PREMIER Bank 447 0.00 0
2025-08-05 13F ADG Wealth Management Group, LLC 9,475 0.78 1,258 -0.32
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 1,534 0.92 204 -0.49
2025-07-22 13F Coastal Investment Advisors, Inc. 4,054 0.77 538 -0.37
2025-07-17 13F Greenleaf Trust 4,984 0.00 662 -1.20
2025-08-05 13F Sensible Money, LLC 2,040 0.89 271 -0.37
2025-07-30 13F Phillips Financial Management, Llc 1,632 -0.06 217 -1.37
2025-07-18 13F PBMares Wealth Management LLC 2,828 1.22 376 0.00
2025-08-08 13F Islay Capital Management, Llc 7,844 -0.70 1,042 -1.79
2025-08-12 13F LPL Financial LLC 1,697,751 5.24 225,478 4.08
2025-07-08 13F RMR Wealth Builders 0 -100.00 0
2025-08-15 13F WFA of San Diego, LLC 3,161 59.65 420 56.93
2025-08-04 13F Flagship Harbor Advisors, Llc 13,688 -6.25 1,818 -7.30
2025-08-13 13F Cheviot Value Management, LLC 27 0.00 4 0.00
2025-08-08 13F Capital Investment Advisory Services, LLC 2,217 -1.07 294 -2.00
2025-08-08 13F Foundations Investment Advisors, LLC 3,649 12.42 485 11.26
2025-08-13 13F Baird Financial Group, Inc. 216,820 -1.57 28,796 -2.66
2025-08-13 13F Northwestern Mutual Wealth Management Co 344,919 -2.54 45,809 -3.61
2025-08-14 13F Headlands Technologies LLC 288 38
2025-07-14 13F ABLE Financial Group, LLC 2,041 -37.70 271 -38.27
2025-08-11 13F Hopwood Financial Services, Inc. 366 0.00 49 -2.04
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 28,740 -5.42 3,817 -6.47
2025-08-14 13F TCG Advisory Services, LLC 4,446 -7.08 590 -8.10
2025-07-09 13F Bank of New Hampshire 3,500 0.00 465 -1.28
2025-09-04 13F ZynergyRetirementPlanningLLC 0 -100.00 0
2025-07-22 13F Grimes & Company, Inc. 9,168 0.39 1,218 -0.73
2025-05-12 13F Sandy Spring Bank 2,867 -1.31 385 1.05
2025-05-09 13F Investment Counsel Co Of Nevada 0 -100.00 0
2025-07-18 13F United Bank 2,399 0.00 319 -1.24
2025-07-21 13F Compass Planning Associates Inc 26 4.00 3 0.00
2025-08-05 13F Dunhill Financial, LLC 1,769 12.18 235 10.90
2025-07-23 13F Nbt Bank N A /ny 1,123 -26.74 149 -27.32
2025-08-12 13F Nemes Rush Group LLC 144 0.00 19 0.00
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 11,733 0.14 1,558 -0.95
2025-08-12 13F Associated Banc-corp 8,135 0.00 1,080 -1.10
2025-08-26 13F/A Thrivent Financial For Lutherans 14,370 -59.89 2 -75.00
2025-08-11 13F Bradley Foster & Sargent Inc/ct 8,049 27.32 1,069 25.94
2025-08-13 13F Johnson Financial Group, Inc. 12,287 120.32 1,632 118.05
2025-08-06 13F AE Wealth Management LLC 7,921 7.81 1,052 6.59
2025-08-08 13F Renasant Bank 1,985 0.00 264 -1.13
2025-08-18 13F Old North State Trust, LLC 8,847 -5.80 1 0.00
2025-08-14 13F Moneta Group Investment Advisors Llc 87,896 0.45 11,673 -0.66
2025-08-08 13F Strategies Wealth Advisors, LLC 4,683 0.95 622 -0.16
2025-08-04 13F Savvy Advisors, Inc. 5,264 -0.62 699 -1.69
2025-07-10 13F Selective Wealth Management, Inc. 4,420 0.55 601 10.28
2025-08-08 13F Adapt Wealth Advisors, Llc 1,590 0.00 211 -0.94
2025-08-07 13F Montag A & Associates Inc 2,026 0.00 269 -1.10
2025-07-15 13F Cranbrook Wealth Management, LLC 1,281 0.00 170 -1.16
2025-08-01 13F Liberty Wealth Management Llc 0 -100.00 0 -100.00
2025-07-10 13F Weinberger Asset Management, Inc 17,588 -0.73 2,336 -1.85
2025-07-09 13F Gilman Hill Asset Management, LLC 2,110 -10.56 280 -11.39
2025-08-13 13F WealthTrust Axiom LLC 6,095 0.00 809 -1.10
2025-04-10 13F Arrien Investments, Inc. 0 -100.00 0 -100.00
2025-08-13 13F New South Capital Management Inc 15,680 0.00 2,082 -1.09
2025-07-07 13F Wesbanco Bank Inc 17,991 18.94 2,389 17.63
2025-07-18 13F Donald L. Hagan, LLC 2,670 0.00 355 -1.12
2025-08-12 13F Asset Management Group, Inc. 15,286 0.79 2,030 -0.29
2025-08-08 13F/A Sterling Capital Management LLC 832 -41.45 110 -42.11
2025-08-07 13F 1620 Investment Advisors, Inc. 283 -9.58 38 -11.90
2025-08-04 13F Creative Financial Designs Inc /adv 682 -7.96 91 -9.09
2025-08-14 13F Beaird Harris Wealth Management, LLC 642 0.00 85 -1.16
2025-07-02 13F Lvm Capital Management Ltd/mi 1,516 0.00 0
2025-08-11 13F Western Wealth Management, LLC 23,470 -10.64 3,117 -11.62
2025-08-04 13F Joseph P. Lucia & Associates, LLC 31,847 -2.68 4,230 -3.76
2025-08-14 13F New England Asset Management Inc 44,150 0.00 5,864 -1.10
2025-07-23 13F Citizens National Bank Trust Department 8,491 -1.57 1,128 -2.68
2025-07-30 13F BlueChip Wealth Advisors LLC 2,342 0.00 311 -0.96
2025-08-08 13F Parker Investment Management, LLC 3,850 511
2025-08-14 13F Logan Stone Capital, LLC 18,598 96.89 2,470 94.79
2025-07-29 13F Regions Financial Corp 13,600 -2.07 1,806 -3.11
2025-07-31 13F Moloney Securities Asset Management, LLC 0 -100.00 0
2025-07-16 13F Cove Private Wealth, LLC 8,280 64.61 1,100 62.81
2025-07-22 13F/A Duncan Williams Asset Management, LLC 1,612 0.94 214 0.00
2025-07-15 13F Norden Group Llc 1,773 0.00 235 -1.26
2025-08-13 13F MYDA Advisors LLC 0 -100.00 0
2025-07-17 13F Tempus Wealth Planning, LLC 15,895 -3.85 2,111 -4.87
2025-08-11 13F Actinver Wealth Management, Inc. 7,957 -0.15 1,057 -1.31
2025-07-21 13F Yeomans Consulting Group, Inc. 14,962 -18.69 2,025 -18.05
2025-07-28 13F Founders Grove Wealth Partners, Llc 0 -100.00 0
2025-08-13 13F Cary Street Partners Financial Llc 11,704 5.30 1,554 4.16
2025-07-14 13F Armstrong Advisory Group, Inc 935 81.20 124 85.07
2025-04-22 13F Cabana Llc 0 -100.00 0
2025-08-05 13F Welch & Forbes Llc 10,981 2.43 1,458 1.32
2025-08-14 13F Mpwm Advisory Solutions, Llc 309 0.98 41 0.00
2025-07-21 13F Asset Advisors Investment Management, LLC 64,918 -0.73 8,622 -1.82
2025-08-01 13F Howard Capital Management Inc. 1,011,427 2.72 134,328 1.59
2025-08-08 13F Union Savings Bank 13,209 -0.29 1,784 0.22
2025-08-18 13F Hollencrest Capital Management 396 0.00 53 -1.89
2025-08-14 13F Gen-Wealth Partners Inc 823 0.00 109 -0.91
2025-07-17 13F Smith Anglin Financial, LLC 14,124 0.37 1,876 -0.74
2025-08-01 13F Bank of Jackson Hole Trust 2,925 0.00 388 -3.72
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Domestic ETF 5,163 -0.71 686 -1.86
2025-08-05 13F Simplex Trading, Llc 2,870 58.30 0
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 1,760 234
2025-07-31 13F Strait & Sound Wealth Management LLC 6,647 -0.24 883 -1.34
2025-08-06 13F Kcm Investment Advisors Llc 52,812 0.03 7,014 -1.07
2025-04-25 13F TBH Global Asset Management, LLC 0 -100.00 0 -100.00
2025-07-24 13F Rice Partnership, LLC 200 0.00 27 0.00
2025-07-25 13F Richardson Financial Services Inc. 494 0.00 67 0.00
2025-08-12 13F Tradition Wealth Management, LLC 34,851 -1.18 4,629 -2.28
2025-08-12 13F Gladstone Institutional Advisory LLC 11,138 -14.70 1,479 -15.63
2025-08-13 13F Scotia Capital Inc. 34,070 2.38 4,524 1.25
2025-08-13 13F Wellspring Financial Advisors, LLC 6,825 -7.57 906 -8.58
2025-07-25 13F Astoria Portfolio Advisors LLC. 5,590 25.51 768 35.75
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 1,524 0.00 0
2025-07-28 13F IFG Advisors, LLC 110,640 -3.33 14,694 -4.39
2025-07-11 13F Kaydan Wealth Management, Inc. 15,466 -0.94 2,054 -2.05
2025-08-11 13F Rothschild Investment Llc 1,840 0.00 244 -1.21
2025-08-14 13F Allred Capital Management, LLC 1,633 -25.67 216 -26.53
2025-08-06 13F Capasso Planning Partners LLC 0 -100.00 0
2025-07-21 13F Verus Financial Partners, Inc. 58,321 0.23 7,935 8.37
2025-05-15 13F Glenmede Trust Co Na 248,961 0.67 33,433 2.97
2025-07-09 13F Finley Financial, LLC 730 0.00 97 2.13
2025-08-13 13F Cresset Asset Management, LLC 91,094 4.35 12,098 3.20
2025-08-14 13F Great Valley Advisor Group, Inc. 4,743 0.59 630 -0.63
2025-08-15 13F Security National Bank Of So Dak 7,130 -2.73 947 -3.86
2025-08-12 13F Main Management LLC 0 -100.00 0
2025-08-13 13F Natixis Advisors, L.p. 10,870 1
2025-08-12 13F Howe & Rusling Inc 100 0.00 13 0.00
2025-08-01 13F James Investment Research Inc 4,431 588
2025-07-14 13F Edge Wealth Management LLC 11,883 0.00 1,578 -1.07
2025-08-12 13F SlateStone Wealth, LLC 3,206 0.22 0
2025-07-29 13F Chicago Partners Investment Group LLC 18,785 0.08 2,602 7.39
2025-07-17 13F Hanson & Doremus Investment Management 1,127 0.00 0
2025-07-23 13F Fulton Breakefield Broenniman Llc 7,041 -0.52 935 -1.58
2025-08-05 13F Prosperity Consulting Group, LLC 8,804 -0.99 1,169 -2.09
2025-08-13 13F Portland Global Advisors LLC 4,750 0.00 631 -1.10
2025-07-16 13F Plancorp, LLC 20,151 0.00 2,676 -1.11
2025-08-08 13F Good Life Advisors, LLC 5,106 -0.18 678 -1.17
2025-08-05 13F RiverGlades Family Offices LLC 0 -100.00 0
2025-08-14 13F Fiduciary Trust Co 11,830 -10.41 1,571 -11.39
2025-07-18 13F SOA Wealth Advisors, LLC. 69,692 -5.29 9,256 -6.34
2025-08-05 13F Key FInancial Inc 764 0.00 101 -0.98
2025-08-14 13F Waters Parkerson & Co., Llc 2,960 0.00 393 -1.01
2025-08-07 13F Cascade Financial Partners, LLC 15,883 0.00 2,109 -1.08
2025-08-14 13F/A Skopos Labs, Inc. 84 11
2025-08-13 13F M&t Bank Corp 232,769 -0.68 30,914 -1.78
2025-08-14 13F Ameriprise Financial Inc 450,795 -7.18 60,027 -8.03
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 2,768 0.00 368 8.58
2025-07-21 13F Barrett & Company, Inc. 3,426 0.59 455 -0.44
2025-08-11 13F Semus Wealth Partners LLC 1,727 -9.77 229 -10.89
2025-07-16 13F American National Bank 5,201 -7.14 691 -8.24
2025-07-25 13F Sequoia Financial Advisors, LLC 48,410 -21.29 6,429 -22.16
2025-08-13 13F Haverford Trust Co 19,910 -4.49 2,644 -5.54
2025-08-14 13F Bank Of Hawaii 35,227 -23.44 4,678 -24.29
2025-07-23 13F Sax Wealth Advisors, Llc 18,282 -2.24 2,428 -3.35
2025-08-14 13F Atomi Financial Group, Inc. 2,711 -4.37 360 -5.26
2025-08-12 13F Deutsche Bank Ag\ 11,159 0.00 1,482 -1.07
2025-07-28 13F Ritholtz Wealth Management 2,118 -15.75 281 -16.62
2025-07-14 13F Occidental Asset Management, LLC 9,395 -1.04 1,248 -2.12
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 32,115 2.91 4,265 1.79
2025-07-30 13F Crewe Advisors LLC 936 0.75 124 0.00
2025-07-10 13F Rockland Trust Co 2,531 -6.47 336 -7.44
2025-07-29 13F Calamos Wealth Management LLC 2,533 0.00 336 -1.18
2025-08-12 13F Wealth Dimensions Group, Ltd. 6,403 0.25 850 -0.82
2025-07-23 13F Viewpoint Capital Management LLC 9,765 0.56 1,297 -0.61
2025-08-05 13F Bank Of Montreal /can/ 753,003 -2.59 100,006 -3.66
2025-08-08 13F Mv Capital Management, Inc. 33,360 -1.22 4,431 -2.32
2025-07-11 13F Compass Ion Advisors, LLC 4,456 0.00 592 -1.17
2025-07-18 13F Pure Financial Advisors, Inc. 1,863 247
2025-07-23 13F Bellevue Asset Management, Llc 4,214 0.29 560 -0.89
2025-07-16 13F Cambridge Advisors Inc. 3,250 0.00 432 -1.15
2025-07-24 13F Capital Advisors, Ltd. LLC 8,863 -0.45 1 0.00
2025-07-09 13F Breakwater Capital Group 3,847 -2.56 511 -3.77
2025-08-12 13F Guerra Pan Advisors, Llc 7,279 0.01 967 -1.13
2025-07-08 13F Heartwood Wealth Advisors LLC 4,409 -0.52 586 -1.68
2025-07-15 13F Bfsg, Llc 25 0.00 3 0.00
2025-08-13 13F Alerus Financial Na 3,304 0.00 439 -1.13
2025-07-09 13F Massmutual Trust Co Fsb/adv 2,580 21.13 343 19.58
2025-08-15 13F Lgl Partners, Llc 30,293 0.78 4,108 1.78
2025-07-28 13F Harbour Investments, Inc. 8,414 1.36 1,117 0.27
2025-07-24 13F Stiles Financial Services Inc 2,835 0.60 376 -0.53
2025-08-13 13F Van Hulzen Asset Management, LLC 1,567 0.00 208 -0.95
2025-07-30 13F Exencial Wealth Advisors, Llc 3,510 -0.17 466 -1.27
2025-08-11 13F Wealthspire Advisors, LLC 39,140 -73.51 5,198 -73.80
2025-08-13 13F Russell Investments Group, Ltd. 1,315 -26.33 175 -27.20
2025-07-03 13F Sage Capital Advisors,llc 2,888 0.94 384 -0.26
2025-07-22 13F Confluence Wealth Services, Inc. 1,559 207
2025-07-30 13F Princeton Global Asset Management LLC 70 180.00 9 200.00
2025-08-05 13F Elyxium Wealth, LLC 0 -100.00 0
2025-08-06 13F Paladin Advisory Group, LLC 108 0.00 14 0.00
2025-05-14 13F Keeley-Teton Advisors, LLC 11,258 -4.25 1,512 -2.07
2025-08-06 13F Golden State Wealth Management, LLC 1,566 -7.94 208 -9.21
2025-08-11 13F Intrust Bank Na 7,068 0.00 939 -1.16
2025-08-11 13F Aptus Capital Advisors, LLC 9,297 0.52 1,235 -0.64
2025-05-15 13F JDM Financial Group LLC 0 -100.00 0
2025-07-22 13F DT Investment Partners, LLC 6,000 0.00 797 -1.12
2025-07-31 13F Glass Jacobson Investment Advisors llc 1,128 1.71 150 2.76
2025-08-14 13F Certified Advisory Corp 2,240 0.00 297 -1.00
2025-07-07 13F Versant Capital Management, Inc 5,249 0.00 697 -0.99
2025-08-29 13F Evolution Wealth Management Inc. 1,199 159
2025-08-12 13F Coston, McIsaac & Partners 549 0.00 0
2025-07-17 13F One Wealth Advisors, LLC 30,764 0.74 4,086 -0.37
2025-08-04 13F Mayflower Financial Advisors, LLC 15,051 -0.02 1,999 -1.14
2025-04-10 13F Bremer Bank National Association 1,800 242
2025-07-28 13F Dixon Fnancial Services, Inc. 2,805 0.00 373 -1.06
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 1,867 0.27 248 -1.20
2025-07-30 13F LifeWealth Investments, LLC 0 -100.00 0
2025-08-08 13F Grandfield & Dodd, Llc 1,899 252
2025-08-08 13F IMA Wealth, Inc. 250 0.00 33 0.00
2025-07-14 13F Maryland Capital Advisors Inc. 300 0.00 40 -2.50
2025-04-07 13F Town & Country Bank & Trust CO dba First Bankers Trust CO 0 -100.00 0
2025-08-08 13F First Western Trust Bank 2,116 0.00 281 -1.06
2025-07-07 13F Investors Research Corp 4,459 -6.11 592 -7.06
2025-08-18 13F N.E.W. Advisory Services LLC 480 0.00 64 -1.56
2025-07-29 13F West Tower Group, LLC 13,000 1,727
2025-08-04 13F Bristlecone Advisors, LLC 1,808 -1.63 240 -2.44
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-07-08 13F/A Salem Investment Counselors Inc 15,253 -1.04 2,026 -2.13
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 5,451 191.50 724 188.05
2025-08-08 13F Financial Life Planners 0 -100.00 0
2025-08-14 13F Stifel Financial Corp 281,775 -6.23 37,423 -7.26
2025-07-09 13F FOCUS Wealth Advisors, LLC 40,272 0.90 5,348 -0.21
2025-08-04 13F Wealth Management Associates, Inc. 57,651 3.17 7,657 2.03
2025-08-08 13F MTM Investment Management, LLC 450 0.00 60 -1.67
2025-07-08 13F Webster Bank, N. A. 19,254 -2.43 2,557 -3.51
2025-08-15 13F Morse Asset Management, Inc 389 0.00 52 -1.92
2025-08-07 13F Kestra Private Wealth Services, Llc 7,750 0.16 1,029 -0.96
2025-08-07 13F Hughes Financial Services, LLC 97 0.00 13 0.00
2025-08-14 13F Wealth Advisors of Tampa Bay, LLC 0 -100.00 0
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 112 0.00 15 0.00
2025-08-14 13F Bbr Partners, Llc 4,056 3.31 539 2.09
2025-07-31 13F AlTi Global, Inc. 106,851 -4.81 14,653 -2.79
2025-08-08 13F Glassman Wealth Services 2,569 0.00 341 -0.87
2025-08-12 13F Weaver Consulting Group 3,594 -14.63 477 -15.58
2025-05-01 13F Lane & Associates LLC 2,040 0.15 274 0.00
2025-08-12 13F Bedel Financial Consulting, Inc. 4,851 0.00 644 3.21
2025-08-11 13F Birchbrook, Inc. 90 0.00 0
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 5,726 0.05 760 -1.04
2025-04-09 13F Sanders Morris Harris Llc 0 -100.00 0 -100.00
2025-07-17 13F HB Wealth Management, LLC 129,405 129.74 17,186 127.21
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 133,408 10.24 17,718 10.13
2025-08-08 13F Atlantic Trust, LLC 560 0.00 74 -1.33
2025-07-23 13F Valmark Advisers, Inc. 150,600 -5.25 20,001 -6.29
2025-08-12 13F Armor Investment Advisors, LLC 2,811 -2.23 373 -3.37
2025-08-08 13F Omega Financial Group, LLC 35,944 -21.74 4,774 -22.60
2025-07-16 13F Dakota Wealth Management 8,944 -10.19 1,188 -11.22
2025-08-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-04-15 13F Transform Wealth, LLC 7,207 -3.98 968 -1.83
2025-07-14 13F Mechanics Bank Trust Department 39,939 -8.77 5,304 -9.78
2025-08-13 13F Gamco Investors, Inc. Et Al 16,508 230.16 2,192 226.68
2025-04-28 13F Mainstream Capital Management LLC 0 -100.00 0
2025-07-29 13F Arcus Capital Partners, LLC 173,966 6.79 23,104 5.61
2025-04-28 13F Redmont Wealth Advisors Llc 14,111 0.00 1,895 2.27
2025-07-09 13F Clarus Wealth Advisors 0 -100.00 0
2025-08-14 13F Camden Capital, LLC 2,755 -1.36 366 -2.67
2025-05-01 13F Bleakley Financial Group, LLC 0 -100.00 0 -100.00
2025-07-10 13F High Net Worth Advisory Group LLC 21,962 -3.11 2,917 -4.20
2025-07-16 13F TCI Wealth Advisors, Inc. 9,253 -7.47 1,229 -8.49
2025-08-13 13F GM Advisory Group, Inc. 2,245 0.58 298 -0.33
2025-08-27 NP HCMNX - HCM Dividend Sector Plus Fund Class A Shares 1,011,427 2.72 134,328 1.59
2025-07-16 13F Perigon Wealth Management, LLC 11,067 -3.80 1,470 -4.86
2025-07-30 13F Caliber Wealth Management, LLC / KS 1,638 218
2025-07-24 13F Jfs Wealth Advisors, Llc 23,353 1.65 3,101 0.52
2025-08-12 13F Osborne Partners Capital Management, Llc 14,119 -4.47 1,875 -5.49
2025-07-14 13F Wealth Advisory Solutions, LLC 1,648 2.74 219 1.40
2025-07-25 13F Lodestar Private Asset Management Llc 5,031 0.04 668 -1.04
2025-08-08 13F Fortis Group Advisors, LLC 9,550 -52.98 1,290 -52.73
2025-07-07 13F Bangor Savings Bank 3,507 -2.61 466 -3.73
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 13,718 0.90 1,822 -0.22
2025-07-31 13F Hartford Financial Management Inc. 110 0.00 15 0.00
2025-08-15 13F Provenance Wealth Advisors, LLC 2,008 0.00 267 -1.12
2025-07-31 13F WFA Asset Management Corp 920 -81.64 111 -82.01
2025-07-25 13F Welch Group, LLC 4,459 36.82 592 37.04
2025-08-14 13F Hancock Whitney Corp 28,989 1.01 3,850 -0.08
2025-07-25 13F Verdence Capital Advisors LLC 10,671 0.04 1,417 -1.05
2025-08-01 13F Capital Investment Counsel, LLC 2,085 -5.01 277 -6.12
2025-08-07 13F Gryphon Financial Partners LLC 16,809 3.12 2,232 1.96
2025-08-14 13F Clientfirst Wealth Management, LLC 2,285 0.00 303 -0.98
2025-08-13 13F Benedict Financial Advisors Inc 2,666 1.76 354 0.85
2025-08-07 13F Wilkins Investment Counsel Inc 0 -100.00 0
2025-08-13 13F SCS Capital Management LLC 8,450 -33.45 1,122 -34.19
2025-08-11 13F GW&K Investment Management, LLC 2,131 3.60 0
2025-07-16 13F MKT Advisors LLC 7,664 -0.31 1,037 11.99
2025-07-28 13F Twin Tree Management, LP Call 76,500 -78.70 10,160 -78.93
2025-07-11 13F Weatherly Asset Management L. P. 4,716 0.00 626 -1.11
2025-08-01 13F Providence First Trust Co 19,254 -0.45 2,557 -1.54
2025-08-05 13F Mma Asset Management Llc 3,695 -87.93 491 -88.08
2025-05-14 13F Walleye Trading LLC Put 0 -100.00 0
2025-05-14 13F Walleye Trading LLC Call 0 -100.00 0
2025-08-07 13F New England Private Wealth Advisors LLC 4,990 0.58 677 1.50
2025-08-12 13F MAI Capital Management 83,507 -2.04 11,091 -3.12
2025-07-25 13F Iron Financial, LLC 2,318 0.65 308 -0.65
2025-08-15 13F Howland Capital Management Llc 17,075 -1.38 2,268 -2.49
2025-08-14 13F Tudor Investment Corp Et Al 1,836 244
2025-07-30 13F Syntegra Private Wealth Group, LLC 11,677 -1.58 1,551 -2.70
2025-08-11 13F Heritage Wealth Advisors 2,260 0.00 300 -0.99
2025-08-08 13F Financial Gravity Companies, Inc. 221 0.00 29 0.00
2025-07-31 13F City State Bank 530 0.00 70 -1.41
2025-08-06 13F Able Wealth Management LLC 6,356 0.00 844 -1.06
2025-08-14 13F Hilltop Holdings Inc. 26,083 4.84 3,464 3.71
2025-07-29 13F Latitude Advisors, LLC 1,561 0.13 207 -0.96
2025-07-30 13F Clifford Swan Investment Counsel Llc 2,333 -7.90 310 -9.12
2025-08-05 13F Summit Investment Advisory Services, LLC 1,955 260
2025-07-11 13F Pinnacle Bancorp, Inc. 11,781 0.00 1,565 -1.14
2025-07-17 13F Oakworth Capital, Inc. 2,713 0.00 360 -1.10
2025-08-14 13F CoreCap Advisors, LLC 4,923 -51.50 654 -52.09
2025-07-21 13F Ameriflex Group, Inc. 4,447 -16.27 587 -17.81
2025-08-15 13F Captrust Financial Advisors 90,409 0.36 12,007 -0.74
2025-07-10 13F Signal Advisors Wealth, LLC 0 -100.00 0
2025-07-23 13F First Merchants Corp 1,632 0.00 217 -1.37
2025-08-06 13F Florin Court Capital LLP 73,700 -40.23 9,788 -40.88
2025-08-14 13F Two Sigma Securities, Llc 6,097 89.17 810 87.27
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 1,721 0.00 229 -1.30
2025-08-14 13F Granite FO LLC 28,587 -2.56 3,797 -3.63
2025-07-29 13F LMG Wealth Partners, LLC 37,328 -1.04 4,958 -2.13
2025-07-25 13F Johnson Investment Counsel Inc 27,096 0.18 3,599 -0.94
2025-08-14 13F Transamerica Financial Advisors, Inc. 203 0.00 27
2025-07-16 13F TigerOak Management, L.L.C. 0 -100.00 0
2025-08-13 13F Denver Wealth Management, Inc. 2,045 -1.97 272 -3.21
2025-07-17 13F Wolff Wiese Magana Llc 23,043 -1.29 3,060 -2.36
2025-08-05 13F Freestone Capital Holdings, LLC 8,100 0.00 1,076 -1.10
2025-08-13 13F IAG Wealth Partners, LLC 404 1.00 54 0.00
2025-08-13 13F Brown Advisory Inc 43,429 1.75 5,768 0.61
2025-08-14 13F Dearborn Partners Llc 4,411 -2.76 586 -3.94
2025-07-25 13F Carbahal Olsen Financial Services Group, LLC 13,715 -0.90 1,821 -1.99
2025-07-15 13F Unified Investment Management 1,627 0.00 216 -0.92
2025-08-01 13F Taylor Financial Group, Inc. 26,421 12.72 3,509 11.47
2025-07-10 13F Secure Asset Management, LLC 3,353 0.36 445 -0.67
2025-08-01 13F Belvedere Trading LLC Call 8,000 0.00 1,062 -1.12
2025-08-13 13F Lido Advisors, LLC 107,247 21.92 14,244 20.57
2025-07-30 13F Wbh Advisory Inc 11,412 0.08 1,516 -1.05
2025-08-04 13F Roble, Belko & Company, Inc 68 0
2025-05-02 13F Mountain Hill Investment Partners Corp. 0 -100.00 0
2025-08-06 13F Atlantic Union Bankshares Corp 2,819 374
2025-07-22 13F Capital City Trust Co/fl 0 -100.00 0
2025-08-11 13F VSM Wealth Advisory, LLC 506 0.80 67 0.00
2025-08-14 13F Fwl Investment Management, Llc 1,015 0.00 135 -1.47
2025-07-15 13F Aspire Capital Advisors LLC 3,180 0.00 422 -1.17
2025-07-16 13F Diversified Enterprises, LLC 1,754 233
2025-07-18 13F Centricity Wealth Management, LLC 4,677 51.02 621 49.64
2025-08-14 13F Colony Group, LLC 420,348 4.71 55,826 3.56
2025-07-23 13F Litman Gregory Asset Management LLC 3,400 0.00 452 -1.10
2025-07-17 13F XML Financial, LLC 9,778 -0.39 1,299 -1.52
2025-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 2,113 0.00 281 -1.06
2025-08-06 13F Founders Financial Securities Llc 16,726 0.22 2,221 3.74
2025-08-12 13F Pathstone Holdings, LLC 62,964 -6.44 8,362 -7.47
2025-07-30 13F TFB Advisors LLC 4,229 0.50 562 -0.71
2025-08-06 13F Paulson Wealth Management Inc. 0 -100.00 0
2025-07-24 13F First Fiduciary Investment Counsel, Inc. 2,872 0
2025-07-10 13F Carderock Capital Management Inc 1,600 0.00 212 -0.93
2025-08-05 13F Tsfg, Llc 110 0.00 0
2025-08-12 13F J.w. Cole Advisors, Inc. 43,291 27.63 5,749 26.21
2025-07-24 13F KFA Private Wealth Group, LLC 1,989 -0.20 264 -1.12
2025-08-08 13F Creative Planning 302,848 3.12 40,221 1.98
2025-08-14 13F Oxford Financial Group Ltd 323 0.00 43 -2.33
2025-07-10 13F Wedmont Private Capital 2,606 -5.99 355 3.21
2025-07-02 13F Capital Market Strategies LLC 2,783 -1.63 370 -2.64
2025-07-11 13F Arthur M. Cohen & Associates, Llc 4,247 0.57 564 -0.53
2025-07-16 13F Augustine Asset Management Inc 2,000 -6.19 266 -7.34
2025-07-22 13F Belpointe Asset Management LLC 9,749 -4.69 1,295 -5.75
2025-08-08 13F Hartland & Co., LLC 36,653 3.99 4,868 2.83
2025-08-14 13F Caerus Investment Advisors, LLC 18,348 0.00 2,437 -1.10
2025-08-14 13F Connecticut Wealth Management, LLC 2,156 0.00 286 -1.04
2025-08-11 13F Avantax Planning Partners, Inc. 2,082 0.00 277 -1.08
2025-08-14 13F BancorpSouth Bank 7,889 1.87 1,048 0.77
2025-07-21 13F Crews Bank & Trust 1,038 0.00 138 -1.44
2025-07-18 13F TABR Capital Management, LLC 1,595 0.95 212 -0.47
2025-08-15 13F Morgan Stanley 6,297,236 -1.29 836,336 -2.38
2025-07-23 13F Friedenthal Financial 557 -2.62 74 -3.95
2025-08-11 13F North Forty Two & Co. 4,902 1.55 651 0.46
2025-08-08 13F Tanglewood Legacy Advisors, LLC 15 0.00 2 -50.00
2025-08-06 13F Savant Capital, LLC 10,387 -6.21 1,380 -7.26
2025-07-08 13F Lowe Wealth Advisors, LLC 1,017 0.00 135 -0.74
2025-08-12 13F Country Trust Bank 1,093 36.28 145 35.51
2025-08-11 13F Lowe Brockenbrough & Co Inc 5,884 0.00 781 -1.14
2025-05-28 13F Silicon Valley Capital Partners 88 0.00 12 0.00
2025-03-18 13F Objective Capital Management, LLC 0 -100.00 0 -100.00
2025-07-21 13F Ameritas Advisory Services, LLC 12,852 -39.71 1,707 -39.46
2025-07-24 13F Callan Family Office, LLC 39,179 12.98 5,203 11.72
2025-08-14 13F STAR Financial Bank 2,840 377
2025-07-29 13F TFC Financial Management 3,567 2.29 474 1.07
2025-07-09 13F Thrive Wealth Management, LLC 3,047 0.33 405 -0.74
2025-07-31 13F Burke & Herbert Bank & Trust Co 41,828 0.67 5,555 -0.43
2025-07-11 13F Farther Finance Advisors, LLC 12,248 20.09 1,627 18.86
2025-07-29 13F Angeles Wealth Management, Llc 1,086 1.88 144 0.70
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
2025-08-12 13F Global Retirement Partners, LLC 6,160 50.13 818 52.04
2025-07-23 13F Trifecta Capital Advisors, LLC 16,930 19.10 2,248 17.82
2025-08-14 13F Peapack Gladstone Financial Corp 17,170 -1.08 2 0.00
2025-07-15 13F Kwmg, Llc 100,616 1.60 13,363 0.48
2025-07-09 13F Procyon Private Wealth Partners, LLC 3,608 0.00 479 -1.03
2025-08-14 13F Mission Creek Capital Partners, Inc. 12,227 0.23 1,624 -0.92
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 2,467 0.12 328 -0.91
2025-07-29 13F Morgan Dempsey Capital Management Llc 75 -85.60 10 -86.96
2025-08-06 13F OneAscent Family Office, LLC 1,600 0.00 0
2025-08-11 13F Great Lakes Advisors, Llc 1,540 -30.97 205 -31.77
2025-07-09 13F Triumph Capital Management 0 -100.00 0
2025-08-13 13F Smith, Moore & Co. 9,730 5.43 1,292 4.28
2025-08-06 13F New Millennium Group LLC 16 0.00 2 0.00
2025-05-15 13F CAPROCK Group, Inc. 3,425 0.00 460 2.23
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 3,251 0.00 432 -1.15
2025-08-14 13F Glenmede Investment Management, LP 243,760 32,374
2025-08-18 13F Pacific Center for Financial Services 2,177 0.69 289 -0.34
2025-07-24 13F KC Investment Advisors, LLC 20,715 -39.23 2,751 -39.91
2025-07-18 13F Parsons Capital Management Inc/ri 3,387 7.97 450 6.65
2025-07-15 13F Shulman DeMeo Asset Management LLC 30,339 -0.13 4,029 -1.23
2025-07-14 13F Sowell Financial Services LLC 18,211 -9.84 2,419 -10.84
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 -100.00 0
2025-08-12 13F Gitterman Wealth Management, LLC 1,431 190
2025-07-11 13F Kingstone Capital Partners Texas, LLC 1,472,169 179
2025-08-05 13F Mission Wealth Management, Lp 23,978 4.40 3,185 3.24
2025-07-07 13F Capital Asset Advisory Services LLC 7,051 -0.47 954 -0.10
2025-07-23 13F Gentry Private Wealth, Llc 18,812 17.02 2,498 15.76
2025-08-15 13F Fidelity D & D Bancorp Inc 1,614 -6.65 214 -7.76
2025-07-28 13F Rik Saylor Financial, Inc. 4,971 -3.64 660 -4.62
2025-08-14 13F Glen Eagle Advisors, LLC 11,357 0.04 1,508 -1.05
2025-07-31 13F Optimum Investment Advisors 3,173 -5.87 421 -6.86
2025-08-05 13F Arrowroot Family Office, LLC 2,876 -35.52 382 -34.70
2025-07-23 13F Winthrop Advisory Group LLC 8,852 13.63 1,176 12.33
2025-07-30 13F Sonata Capital Group Inc 24,003 -4.06 3 0.00
2025-08-12 13F Steward Partners Investment Advisory, Llc 90,719 2.53 12,048 1.40
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 3,972 0.00 527 -1.13
2025-07-31 13F Gallagher Capital Advisors, LLC 13,213 -59.93 1,811 -59.11
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 2,548 0.00 338 -1.17
2025-08-14 13F Silvercrest Asset Management Group Llc 2,764 13.37 367 12.23
2025-07-18 13F Pacific Point Advisors, LLC 11,383 0.00 1,512 -1.11
2025-07-25 13F Allspring Global Investments Holdings, LLC 75 0.00 10 0.00
2025-05-15 13F Cullen Capital Management, LLC 1,550 -94.06 208 -93.93
2025-07-11 13F Thomasville National Bank 6,578 -1.50 874 -2.57
2025-08-12 13F South Plains Financial, Inc. 2,008 0.00 267 -1.12
2025-07-28 13F JGP Wealth Management, LLC 86,312 2.53 11,463 1.41
2025-04-17 13F Vista Wealth Management Group, LLC 12,630 0.00 1,696 2.29
2025-05-02 13F BluePointe Capital Management, LLC 15,568 258.71 2,091 267.31
2025-07-23 13F Cfm Wealth Partners Llc 2,693 0.00 358 -1.11
2025-07-30 13F Rehmann Capital Advisory Group 8,968 0.59 1,191 -0.50
2025-08-08 13F SBI Securities Co., Ltd. 21,919 0.23 2,911 -0.85
2025-07-23 13F Narwhal Capital Management 20,911 -19.41 2,777 -20.29
2025-07-11 13F Seacrest Wealth Management, Llc 4,093 10.86 544 9.70
2025-08-12 13F Mystic Asset Management, Inc. 2,464 -0.61 327 -1.51
2025-08-13 13F Edgewood Management Llc 54,881 -3.99 7,289 -5.05
2025-07-17 13F Alpine Bank Wealth Management 2,750 -31.25 365 -32.03
2025-08-06 13F First Horizon Advisors, Inc. 16,384 2.00 2,176 0.88
2025-08-15 13F Northeast Financial Consultants Inc 5,160 0.00 685 -1.01
2025-08-07 13F Flagship Wealth Advisors, Llc 8,364 13.41 1,111 12.12
2025-07-03 13F TrueWealth Advisors, LLC 3,000 0.00 398 -1.00
2025-08-12 13F BlackRock, Inc. 12,896 -81.94 1,713 -82.14
2025-08-14 13F Mml Investors Services, Llc 86,631 157.23 12 175.00
2025-07-14 13F Infinity Wealth Counsel, LLC 8,749 0.00 1,162 -1.11
2025-07-15 13F Fifth Third Bancorp 267,631 -2.15 35,544 -3.23
2025-08-06 13F SOUTH STATE Corp 5,461 19.71 725 18.46
2025-04-21 13F O'Dell Group, LLC 0 -100.00 0
2025-08-05 13F Crestwood Advisors Group LLC 4,768 0.00 633 -1.09
2025-08-14 13F CIBC World Markets Inc. 289,012 -0.33 38,384 -1.43
2025-08-01 13F Gwn Securities Inc. 2,316 -54.36 308 -54.77
2025-07-08 13F Parallel Advisors, LLC 16,309 1.69 2,166 0.56
2025-08-13 13F Fisher Asset Management, LLC 1,751 10.33 233 8.92
2025-07-14 13F Park Avenue Securities Llc 0 -100.00 0
2025-07-23 13F Traphagen Investment Advisors Llc 1,705 0.18 226 -0.88
2025-07-31 13F AF Advisors, Inc. 2,909 0.21 386 -0.77
2025-07-28 13F Private Wealth Asset Management, LLC 2,852 0.00 379 -1.05
2025-07-17 13F Moss Adams Wealth Advisors LLC 3,013 0.00 400 -0.99
2025-08-19 13F Newbridge Financial Services Group, Inc. 307 0.66 41 0.00
2025-07-10 13F Ferguson Wellman Capital Management, Inc 32,523 -11.74 4,319 -12.71
2025-07-29 13F Sigma Investment Counselors Inc 2,045 8.20 272 7.11
2025-07-17 13F Venture Visionary Partners LLC 13,317 -2.76 1,769 -3.86
2025-07-28 13F Corundum Trust Company, INC 19,014 0.00 2,525 -1.10
2025-07-31 13F Cornerstone Management, Inc. 34,753 -0.84 4,616 -1.93
2025-08-15 13F Tower Research Capital LLC (TRC) 18,839 110,717.65 2,502 125,000.00
2025-04-10 13F LS Investment Advisors, LLC 0 -100.00 0
2025-08-06 13F Middleton & Co Inc/ma 1,675 0.00 222 -0.89
2025-07-09 13F Lbmc Investment Advisors, Llc 231,517 0.16 30,748 -0.95
2025-07-22 13F Simplicity Wealth,LLC 3,454 22.61 459 21.16
2025-08-08 13F Accredited Investors Inc. 8,595 0.41 1,142 -0.70
2025-08-11 13F Lcnb Corp 1,965 0.00 261 -1.14
2025-08-07 13F Parkside Financial Bank & Trust 1,624 -4.36 216 -5.70
2025-08-14 13F City National Bank Of Florida /msd 2,263 -12.73 301 -13.79
2025-08-08 13F Firestone Capital Management 1,601 0.00 213 -0.93
2025-08-13 13F Azimuth Capital Investment Management LLC 1,567 0.00 208 -0.95
2025-08-14 13F Qube Research & Technologies Ltd 258 34
2025-08-11 13F NewEdge Wealth, LLC 17,968 9.22 2,437 10.28
2025-08-05 13F Sigma Planning Corp 20,712 -10.20 2,751 -11.20
2025-07-28 13F Perfromance Wealth Partners, LLC 8,551 -7.88 1,136 -8.91
2025-07-17 13F Asio Capital, LLC 0 -100.00 0
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 2,799 -0.71 372 -1.85
2025-07-14 13F Baring Financial LLC 3,518 -3.80 467 -4.89
2025-08-13 13F Consultiva Wealth Management, Corp. 127 0.00 17 -5.88
2025-08-11 13F Bellwether Advisors, LLC 77 0.00 10 0.00
2025-08-12 13F Argent Trust Co 26,266 0.81 3,488 -0.31
2025-07-29 13F Dumont & Blake Investment Advisors Llc 65,835 -0.08 8,744 -1.18
2025-08-11 13F Highview Capital Management LLC/DE/ 2,348 0.00 312 -1.27
2025-07-22 13F Berkshire Money Management, Inc. 566 -98.52 75 7,400.00
2025-08-08 13F Cedar Wealth Management, LLC 1,944 0.00 258 -1.15
2025-08-01 13F American Financial & Tax Strategies Inc 2,553 0.00 339 -0.88
2025-07-07 13F Trust Co 220 0.00 29 0.00
2025-07-29 13F Harbor Asset Planning, Inc. 2,088 277
2025-07-16 13F Crowley Wealth Management, Inc. 920 4.31 122 3.39
2025-07-10 13F Sterling Investment Advisors Llc /adv 2,494 42.92 278 18.80
2025-08-15 13F Kestra Advisory Services, LLC 127,928 18.87 16,990 17.56
2025-07-22 13F VAUGHAN & Co SECURITIES, INC. 9,014 0.81 1,197 -0.25
2025-07-30 13F Fusion Family Wealth LLC 4,720 1.16 627 0.00
2025-08-13 13F Gateway Wealth Partners, LLC 1,856 -5.83 246 -6.82
2025-07-22 13F Beacon Financial Advisory LLC 7,290 -7.44 968 -8.42
2025-07-14 13F Proathlete Wealth Management Llc 122 16
2025-07-17 13F Worth Financial Advisory Group, LLC 2,777 29.04 369 27.78
2025-07-17 13F Robbins Farley Llc 75 0.00 10 -10.00
2025-07-22 13F Valeo Financial Advisors, LLC 23,573 14.40 3,131 13.12
2025-07-29 13F Nicholson Wealth Management Group, LLC 0 -100.00 0
2025-07-24 13F Cyndeo Wealth Partners, LLC 0 -100.00 0
2025-08-06 13F Hoxton Planning & Management, LLC 1,695 225
2025-08-06 13F Hallmark Capital Management Inc 204 -49.88 27 -50.00
2025-07-24 13F JB Capital LLC 2,180 290
2025-07-30 13F D.a. Davidson & Co. 24,885 16.91 3,305 15.64
2025-08-14 13F Millennium Management Llc 0 -100.00 0
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 80 11
2025-08-05 13F Atlas Private Wealth Advisors 14,799 -13.71 1,965 -14.68
2025-07-16 13F Independent Wealth Network Inc. 8,353 0.85 1,109 -0.27
2025-07-24 13F Grand Wealth Management, Llc 899 0.00 119 -0.83
2025-08-01 13F Purkiss Capital Advisors LLC 3,278 102.60 435 100.46
2025-07-25 13F LRI Investments, LLC 1,255 0.00 167 -1.19
2025-08-11 13F Landaas & Co /wi /adv 36,895 -3.05 4,900 -4.11
2025-08-13 13F EverSource Wealth Advisors, LLC 432 -10.37 57 -10.94
2025-08-08 13F Citizens Financial Group Inc/ri 51,199 -17.28 6,800 -18.19
2025-08-12 13F Zacks Investment Management 0 -100.00 0
2025-05-01 13F Schechter Investment Advisors, LLC 2,403 0.00 323 2.22
2025-08-06 13F Simmons Bank 12,640 1.98 1,679 0.84
2025-07-18 13F First United Bank Trust/ 59,519 -2.55 7,905 -3.62
2025-08-12 13F Proequities, Inc. 0 0
2025-08-04 13F IFG Advisory, LLC 42,919 15.21 5,700 13.95
2025-05-08 13F Federated Hermes, Inc. 0 -100.00 0
2025-04-02 13F Marcum Wealth, LLC 8,062 0.00 1,083 2.27
2025-07-22 13F BridgePort Financial Solutions, LLC 2,360 3.01 313 1.95
2025-08-04 13F Balentine LLC 34,672 4.85 4,605 3.69
2025-07-29 13F Northeast Investment Management 2,174 6.20 289 5.11
2025-07-22 13F Legacy Trust 7,835 0.00 1,041 -1.14
2025-04-24 13F Santori & Peters, Inc. 0 -100.00 0
2025-07-11 13F Bouvel Investment Partners, LLC 2,335 -87.97 310 -88.17
2025-07-29 13F Stratos Wealth Partners, LTD. 13,849 -1.58 1,839 -2.65
2025-07-15 13F Fortitude Family Office, LLC 490 0.00 65 0.00
2025-07-31 13F Buckingham Strategic Partners 22,256 14.28 2,956 13.00
2025-07-15 13F Main Street Group, LTD 318 -35.50 42 -36.36
2025-07-24 13F Eastern Bank 6,521 -10.19 866 -11.18
2025-08-06 13F Rialto Wealth Management, LLC 1,087 -43.74 144 -44.40
2025-08-13 13F Transce3nd, LLC 14 600.00 2
2025-08-12 13F Retirement Planning Co of New England, Inc. 9,503 0.17 1,262 -0.94
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 22,291 1.34 2,960 0.24
2025-08-12 13F Farmers National Bank 9,872 -4.79 1,311 -5.82
2025-07-30 13F White Lighthouse Investment Management Inc. 66,928 4.59 8,889 3.43
2025-07-30 13F Forum Financial Management, LP 1,966 0.00 261 -1.14
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 6,365 3.24 845 2.18
2025-08-12 13F Choate Investment Advisors 5,490 -5.75 729 -6.78
2025-08-05 13F Westside Investment Management, Inc. 300 0.00 40 -2.50
2025-04-17 13F Montecito Bank & Trust 4,807 0.00 646 2.22
2025-07-30 13F Schnieders Capital Management Llc 3,708 -2.63 492 -3.72
2025-08-05 13F NewSquare Capital LLC 0 0
2025-08-08 13F Kingsview Wealth Management, LLC 4,391 0.09 583 -1.02
2025-07-18 13F Madrona Financial Services, LLC 4,174 5.94 554 4.73
2025-07-28 13F Patten & Patten Inc/tn 7,101 -2.49 943 -3.48
2025-08-13 13F Raab & Moskowitz Asset Management LLC 59,587 6.99 7,914 5.80
2025-07-24 13F Blair William & Co/il 138,387 -11.91 18,379 -12.88
2025-08-04 13F Carret Asset Management, Llc 49,157 1.53 6,529 0.40
2025-08-11 13F Morling Financial Advisors, LLC 1,308 174
2025-07-30 13F First Citizens Bank & Trust Co 23,476 -0.36 3,118 -1.49
2025-07-17 13F Beacon Capital Management, LLC 240 0.84 32 0.00
2025-07-14 13F UMA Financial Services, Inc. 1,197 0.08 159 -1.25
2025-08-13 13F Northern Trust Corp 3,086,874 -0.22 409,968 -1.32
2025-07-24 13F Insight Inv LLC 1,662 0.00 221 -1.35
2025-08-07 13F Sound View Wealth Advisors Group, LLC 10,119 -0.65 1,344 -1.76
2025-08-01 13F Zhang Financial LLC 18,955 -1.17 2,517 -2.25
2025-08-14 13F Aqr Capital Management Llc 18,915 49.09 2,512 47.50
2025-08-14 13F Financial Network Wealth Advisors LLC 708 0.00 94 -1.05
2025-07-28 13F Davidson Trust Co 8,281 0.00 1,100 -1.17
2025-08-19 13F Anchor Investment Management, LLC 1,822 5.93 242 4.78
2025-07-18 13F Rogco, Lp 3,590 0.00 477 -1.24
2025-07-15 13F Charter Capital Management, LLC\DE 4,113 546
2025-08-14 13F GWM Advisors LLC 77,878 0.42 10,343 -0.69
2025-07-11 13F SILVER OAK SECURITIES, Inc 2,479 329
2025-08-14 13F Bank Of America Corp /de/ 7,840,459 -4.54 1,041,291 -5.59
2025-08-13 13F Balanced Wealth Group Llc 2,891 0.98 390 1.56
2025-08-13 13F Capula Management Ltd 43,303 5,751
2025-08-14 13F Freedom Financial Partners LLC 9,306 0.57 1,236 -0.56
2025-07-22 13F Wealthcare Advisory Partners LLC 26,420 -3.85 3,509 -4.93
2025-07-23 13F Morton Capital Management LLC/CA 1,638 0.00 218 -0.91
2025-07-24 13F Weaver Capital Management LLC 325 0.00 43 0.00
2025-08-13 13F Trustmark National Bank Trust Department 126,039 4.61 16,739 3.45
2025-08-12 13F Winnow Wealth Llc 633 84
2025-08-08 13F Meridian Wealth Management, LLC 8,805 -0.86 1,169 -1.93
2025-04-29 13F Element Wealth, LLC 0 -100.00 0
2025-07-29 13F Aspiriant, Llc 6,251 0.00 830 -1.07
2025-07-07 13F Accelerate Investment Advisors LLC 2,057 273
2025-07-16 13F ORG Wealth Partners, LLC 254 0.00 34 0.00
2025-07-28 13F BRYN MAWR TRUST Co 21,095 8.13 2,802 6.95
2025-07-09 13F Post Resch Tallon Group Inc. 0 -100.00 0
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 1,500 7.14 199 5.85
2025-07-25 13F Atria Wealth Solutions, Inc. 12,260 -69.48 1,642 -69.56
2025-08-14 13F Ieq Capital, Llc 20,394 -66.26 2,709 -66.64
2025-07-11 13F Rockwood Wealth Management, LLC 4,016 -5.53 533 -6.49
2025-08-06 13F Soltis Investment Advisors LLC 2,402 0.04 319 -1.24
2025-08-05 13F Ring Mountain Capital, LLC 1,708 -0.12 232 0.87
2025-04-30 13F Sofos Investments, Inc. 221 30
2025-07-21 13F First National Bank & Trust Co Of Newtown 172,093 -0.08 22,855 -1.18
2025-08-04 13F Hantz Financial Services, Inc. 2,116 0
2025-07-09 13F Dynamic Advisor Solutions LLC 2,249 -7.10 299 -8.31
2025-07-31 13F Waldron Private Wealth LLC 6,564 0.00 872 -1.14
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-08-11 13F WPG Advisers, LLC 36 0.00 5 0.00
2025-07-30 13F Cullen/frost Bankers, Inc. 113,159 -0.88 15,029 -1.98
2025-08-08 13F Sculati Wealth Management, LLC 6,998 -19.73 929 -20.60
2025-08-07 13F Allworth Financial LP 27,513 14.67 3,654 18.60
2025-08-14 13F Fmr Llc 151,814 0.08 20,162 -1.02
2025-07-22 13F Merit Financial Group, LLC 7,136 153.23 948 150.53
2025-05-08 13F Banque Cantonale Vaudoise 0 -100.00 0
2025-07-23 13F Joel Isaacson & Co., LLC 23,484 1.54 3,119 0.42
2025-08-12 13F/A Cozad Asset Management Inc 15,338 0.76 2,037 -0.34
2025-08-14 13F Vivaldi Capital Management, LLC 46,311 47.44 6,151 45.84
2025-08-06 13F S&t Bank/pa 203 0.00 27 -3.70
2025-08-13 13F OMERS ADMINISTRATION Corp 0 -100.00 0
2025-08-05 13F Continuum Wealth Advisors, Llc 3,058 0.00 406 -0.98
2025-08-14 13F Keebeck Wealth Management, LLC 34,906 0.00 4,636 -1.11
2025-08-04 13F Keybank National Association/oh 38,114 7.63 5,062 6.44
2025-08-13 13F Wambolt & Associates, LLC 4,482 -0.73 607 0.17
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,386 -9.35 317 -10.48
2025-08-08 13F Francis Financial, Inc. 1,675 0.00 222 -0.89
2025-07-14 13F Clear Harbor Asset Management, LLC 3,844 0.00 511 -1.16
2025-08-14 13F Sig Brokerage, Lp 41,063 -8.37 5,454 -9.37
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100.00 0
2025-08-14 13F First Manhattan Co 5,465 5.50 726 4.32
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,399 -3.03 2,178 -2.99
2025-07-01 13F Harbor Investment Advisory, Llc 11,403 -9.63 1,514 -10.63
2025-08-14 13F Prestige Wealth Management Group LLC 52 0.00 7 0.00
2025-07-29 13F Signature Estate & Investment Advisors Llc 5,370 -0.28 713 -1.38
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 6,231 0.00 828 -1.08
2025-07-25 13F Cypress Capital Group 12,702 -2.31 1,687 -3.44
2025-07-16 13F Embree Financial Group 8,740 1.72 1,161 0.61
2025-08-12 13F Advisors Asset Management, Inc. 178 0.00 24 0.00
2025-08-14 13F Jane Street Group, Llc Call 835,300 1,073.17 110,936 1,060.30
2025-08-13 13F GeoWealth Management, LLC 0 -100.00 0
2025-08-13 13F Flow Traders U.s. Llc 10,578 1
2025-05-06 13F Fpc Investment Advisory, Inc. 0 -100.00 0 -100.00
2025-08-06 13F Wedbush Securities Inc 50,874 -1.66 7 0.00
2025-07-07 13F Horizons Wealth Management 360 0.00 48 -2.08
2025-07-22 13F Jamison Private Wealth Management, Inc. 3,086 0.16 410 -0.97
2025-05-15 13F Wolverine Trading, Llc Call 0 -100.00 0
2025-04-28 13F Meritage Portfolio Management 0 -100.00 0 -100.00
2025-07-23 13F WoodTrust Financial Corp 2,368 0.00 0
2025-07-14 13F Toth Financial Advisory Corp 235 0.00 31 0.00
2025-05-09 13F Fairfield Financial Advisors, LTD 0 -100.00 0
2025-07-29 13F Koshinski Asset Management, Inc. 8,159 18.26 1,084 16.95
2025-07-10 13F Hurlow Wealth Management Group, Inc. 4,079 0.00 542 -1.10
2025-08-06 13F Wsfs Capital Management, Llc 1,792 0.00 238 -1.25
2025-08-13 13F Nicolet Advisory Services, Llc 1,772 7.33 237 17.91
2025-08-08 13F Thoroughbred Financial Services, Llc 18,095 -28.95 2 -33.33
2025-08-29 13F Centaurus Financial, Inc. 5,070 14.04 1
2025-08-12 13F Laurel Wealth Advisors LLC 1,897,610 13,158.87 14 -99.27
2025-07-23 13F Equitable Trust Co 0 -100.00 0
2025-07-21 13F Grassi Investment Management 3,167 -4.84 0
2025-08-07 13F Palisade Asset Management, LLC 2,590 0.00 344 -1.15
2025-08-11 13F Regal Investment Advisors LLC 11,443 -0.38 1,520 -1.49
2025-08-12 13F Integrated Advisors Network LLC 35,371 -1.07 4,698 -2.17
2025-08-13 13F River Wealth Advisors LLC 5,672 -1.08 753 -2.21
2025-08-14 13F BTG Pactual Asset Management US LLC 2,040 0.00 271 -1.10
2025-08-19 13F Advisory Services Network, LLC 115,154 57.78 15,552 58.67
2025-08-07 13F Rathbone Brothers plc 45,999 11.20 6,109 9.97
2025-07-16 13F Squire Investment Management Company, LLC 7,720 0.00 1,025 -1.06
2025-08-07 13F M. Kulyk & Associates, LLC 3,369 -29.31 447 -30.16
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 27,095 -0.74 3,598 -1.83
2025-07-24 13F Robertson Stephens Wealth Management, LLC 13,021 0.28 1,729 -0.80
2025-05-15 13F White Knight Strategic Wealth Advisors, LLC 0 -100.00 0
2025-08-07 13F Evoke Wealth, Llc 16,066 6.74 2,134 5.54
2025-07-17 13F Sonora Investment Management Group, LLC 2,860 1.78 380 0.53
2025-07-29 13F Oxbow Advisors, LLC 15,392 -3.19 2,044 -4.26
2025-08-01 13F Bessemer Group Inc 33,797 162.01 4 300.00
2025-08-14 13F EP Wealth Advisors, Inc. 23,326 4.96 3,098 3.79
2025-08-07 13F Lakeridge Wealth Management LLC 6,959 -4.20 924 -5.23
2025-07-25 13F Concurrent Investment Advisors, LLC 7,369 -9.93 979 -10.93
2025-08-13 13F Summit Financial, LLC 3,495 0.84 464 -0.22
2025-08-07 13F Nwam Llc 9,869 -6.61 1,339 -5.71
2025-07-18 13F Trilogy Capital Inc. 3,579 -91.07 475 -91.17
2025-07-08 13F Arlington Trust Co LLC 20,289 0.00 2,695 -1.10
2025-07-31 13F 180 Wealth Advisors, Llc 3,497 0.06 464 -1.07
2025-08-07 13F Fidelis Capital Partners, LLC 14,494 -9.09 1,961 -3.69
2025-08-13 13F Vertex Planning Partners, LLC 10,394 -4.36 1,380 -5.41
2025-04-10 13F EWG Elevate Inc. 0 -100.00 0
2025-08-11 13F Mosaic Family Wealth Partners, Llc 17,965 0.63 2,386 -0.50
2025-07-21 13F Old Second National Bank Of Aurora 1,110 -11.20 147 -11.98
2025-07-15 13F IMS Capital Management 20,056 0.52 2,664 -0.60
2025-07-22 13F Warwick Investment Management, Inc. 4,851 -0.90 644 -1.98
2025-07-18 13F Heritage Financial Services, LLC 2,064 -1.20 274 -2.14
2025-07-31 13F Wealthfront Advisers Llc 21,665 16.91 2,877 15.64
2025-07-07 13F St. Clair Advisors, LLC 195,756 -4.11 25,998 -5.17
2025-07-15 13F Mather Group, Llc. 3,227 13.35 429 12.04
2025-07-25 13F Almanack Investment Partners, LLC. 6,889 915
2025-07-31 13F Brighton Jones Llc 11,418 0.66 1,516 -0.46
2025-08-25 13F/A Neuberger Berman Group LLC 1,844 1.77 245 0.41
2025-08-05 13F Cassaday & Co Wealth Management LLC 5,448 0.00 724 -1.09
2025-07-09 13F Westmount Partners, LLC 2,298 -2.63 305 -3.48
2025-04-23 13F VisionPoint Advisory Group, LLC 0 -100.00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 13,583 53.72 1,804 52.02
2025-08-15 13F/A Rakuten Securities, Inc. 11 120.00 1
2025-07-10 13F HWG Holdings LP 2,250 0.00 299 -1.32
2025-08-08 13F Thrive Capital Management, LLC 3,797 504
2025-08-06 13F Adviser Investments LLC 10,956 -0.16 1,455 -1.22
2025-08-13 13F MONECO Advisors, LLC 1,637 -9.76 217 -10.70
2025-07-23 13F Richwood Investment Advisors, LLC 11,503 -2.94 1,528 -4.02
2025-07-15 13F Sheets Smith Wealth Management 7,231 -1.61 960 -2.64
2025-08-13 13F Rsm Us Wealth Management Llc 9,137 -8.24 1,213 -9.27
2025-08-13 13F Options Solutions, Llc 2,000 0.00 266 -1.12
2025-07-24 13F MSH Capital Advisors LLC 12,768 -0.55 1,696 -1.68
2025-08-11 13F FSA Wealth Management LLC 2,133 0.05 283 -1.05
2025-07-10 13F NorthCrest Asset Manangement, LLC 11,703 -1.84 1,599 -0.12
2025-08-07 13F Allen Investment Management LLC 72,973 0.00 9,692 -1.10
2025-08-05 13F Sage Capital Management, LLC 3,353 0.84 445 -0.22
2025-08-14 13F Marshall Investment Management, Llc 0 -100.00 0
2025-08-13 13F Allegheny Financial Group LTD 1,726 0.23 229 -0.87
2025-07-30 13F Gables Capital Management Inc. 289 0.00 38 0.00
2025-04-03 13F First Hawaiian Bank 0 -100.00 0
2025-04-29 NP EBI - Longview Advantage ETF 300 41
2025-07-11 13F Annex Advisory Services, LLC 1,714 0.00 228 -1.30
2025-08-05 13F Connable Office Inc 3,150 418
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 40,926 1.23 5,435 0.11
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. 5,069 -20.70 673 -21.56
2025-05-15 13F/A Orion Portfolio Solutions, LLC 28,974 -44.86 3,891 -43.61
2025-07-31 13F Oak Harbor Wealth Partners, Llc 7,176 11.93 953 10.81
2025-07-31 13F Resonant Capital Advisors, LLC 7,057 0.71 937 -0.32
2025-08-14 13F Susquehanna International Group, Llp Put 38,700 93.50 5,140 91.40
2025-08-11 13F Rockbridge Investment Management, LCC 8,969 0.00 1,191 -1.08
2025-08-14 13F Susquehanna International Group, Llp 12,006 0.10 1,595 -0.99
2025-07-25 13F Hazlett, Burt & Watson, Inc. 19,835 -0.66 3 0.00
2025-08-14 13F Susquehanna International Group, Llp Call 72,900 -14.13 9,682 -15.09
2025-07-30 13F Private Capital Advisors, Inc. 13,975 0.00 1,856 -1.07
2025-08-07 13F Traynor Capital Management, Inc. 15,665 -7.68 2,120 -6.94
2025-08-12 13F Putnam Fl Investment Management Co 3,388 -25.96 450 -26.71
2025-07-22 13F Olistico Wealth, LLC 1,908 169.49 253 -1.17
2025-07-24 13F Financial Connections Group, Inc. 497 0.00 0
2025-08-19 13F Asset Dedication, LLC 12,428 0.13 1,651 -0.96
2025-07-30 13F CMG Global Holdings, LLC 22,106 21.91 3,023 29.81
2025-07-25 13F Courage Miller Partners, LLC 2,795 28.56 371 27.49
2025-07-21 13F Greenwood Capital Associates Llc 7,653 1,016
2025-08-08 13F Cetera Investment Advisers 388,313 0.74 51,572 -0.37
2025-08-12 13F SRS Capital Advisors, Inc. 26,735 -1.88 3,870 5.74
2025-07-25 13F SPC Financial, Inc. 41,939 -2.04 5,570 -3.13
2025-08-12 13F Financial Advocates Investment Management 9,386 -28.07 1,246 -26.05
2025-07-31 13F Lee Danner & Bass Inc 2,945 -11.96 391 -12.92
2025-08-19 13F Cape Investment Advisory, Inc. 700 0.00 93 -2.13
2025-08-04 13F Northwest Financial Advisors 2,698 0.30 358 -0.83
2025-04-16 13F Hoey Investments, Inc 0 -100.00 0
2025-05-28 13F Intrua Financial, LLC 0 -100.00 0
2025-07-30 13F Retirement Planning Group 6,077 -7.73 807 -8.71
2025-07-14 13F AdvisorNet Financial, Inc 2,110 0.24 280 -0.71
2025-08-08 13F Investment Partners, Ltd. 3,467 0.17 460 -0.86
2025-07-08 13F Next Level Private LLC 7,264 0.94 965 -0.21
2025-07-22 13F Vantage Investment Partners, LLC 2,845 0.00 378 -1.31
2025-07-15 13F Clarus Group, Inc. 2,329 0.00 309 -0.96
2025-08-12 13F Accordant Advisory Group Inc 633 0.00 84 -1.18
2025-03-20 NP TDSC - Cabana Target Drawdown 10 ETF 215,654 -8.08 29,059 -8.08
2025-07-18 13F Northstar Group, Inc. 3,126 0.00 415 -0.95
2025-08-12 13F Passive Capital Management, LLC. 2,500 0.00 338 0.90
2025-08-08 13F Crossmark Global Holdings, Inc. 14,261 0.00 1,894 -1.10
2025-07-16 13F Cahaba Wealth Management, Inc. 3,937 -13.17 523 -14.14
2025-07-17 13F/A Capital Investment Advisors, LLC 122,113 -1.70 16,218 -2.79
2025-08-14 13F Matrix Private Capital Group Llc 793 -27.45 105 -28.08
2025-07-22 13F Mascoma Wealth Management LLC 4,632 -27.73 615 -28.49
2025-08-11 13F HighTower Advisors, LLC 313,543 4.87 41,642 3.71
2025-08-06 13F Modera Wealth Management, LLC 5,722 -8.26 760 -9.32
2025-05-06 13F Sunbeam Capital Management, LLC 0 -100.00 0
2025-07-31 13F United Community Bank 5,275 0.29 701 -0.85
2025-08-07 13F Legacy Advisors, LLC 0 -100.00 0
2025-08-11 13F FineMark National Bank & Trust 18,763 -6.01 2,492 -7.05
2025-07-10 13F Charter Oak Capital Management, LLC 0 -100.00 0
2025-07-15 13F Northside Capital Management, LLC 683,508 -0.20 90,777 -1.30
2025-07-17 13F Summit Financial Strategies, Inc. 4,392 0.00 583 -1.02
2025-08-11 13F United Capital Financial Advisers, Llc 34,147 -6.36 4,535 -7.39
2025-08-14 13F ICONIQ Capital, LLC 6,143 -1.73 816 -2.86
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 90 0.00 12 -8.33
2025-08-08 13F ProVise Management Group, LLC 3,193 0.00 424 -0.93
2025-07-18 13F Bartlett & Co. Wealth Management Llc 5,905 -0.42 784 -1.51
2025-07-23 13F Charter Trust Co 7,343 0.00 975 -1.12
2025-07-31 13F Sentinel Trust Co Lba 2,755 0.00 0
2025-08-08 13F Avantax Advisory Services, Inc. 110,866 5.99 14,724 4.83
2025-08-12 13F PKS Advisory Services, LLC 27,995 -1.59 3,718 -2.70
2025-07-11 13F Caldwell Securities, Inc 756 0.00 100 -0.99
2025-07-14 13F Chapin Davis, Inc. 5,039 0.00 669 -1.04
2025-08-06 13F Nvwm, Llc 4,877 239.15 648 235.23
2025-08-07 13F Birchcreek Wealth Management, LLC 3,347 0.09 444 -1.11
2025-08-07 13F Midwest Trust Co 18,345 2,436
2025-08-07 13F Commerce Bank 284,971 -1.02 37,847 -2.11
2025-08-14 13F IHT Wealth Management, LLC 8,206 -0.04 1,090 -1.18
2025-08-14 13F/A Rockefeller Capital Management L.P. 459,678 -2.60 63,453 0.12
2025-07-18 13F Naples Global Advisors, Llc 5,003 664
2025-08-08 13F Capital Investment Counsel, Inc 1,152 0.00 153 -1.30
2025-08-05 13F Carson Advisory Inc. 2,009 -6.95 267 -7.96
2025-08-14 13F Fairview Capital Investment Management, Llc 2,664 0.00 354 -1.12
2025-07-15 13F MCF Advisors LLC 701 0.00 93 -1.06
2025-07-16 13F Amarillo National Bank 54,984 -1.32 7,302 -2.41
2025-07-29 13F International Assets Investment Management, Llc 13,337 -65.49 1,771 -65.87
2025-08-14 13F Hrt Financial Lp 2,699 -60.20 0
2025-07-30 13F Whittier Trust Co Of Nevada Inc 18,689 7.22 2,482 6.07
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 100 0.00 13 0.00
2025-08-06 13F SNS Financial Group, LLC 2,034 0.39 270 -0.74
2025-07-24 13F Leo Wealth, LLC 5,139 -24.18 682 -25.05
2025-07-16 13F Vision Capital Management, Inc. 3,099 0.00 412 -1.20
2025-08-14 13F Sand Hill Global Advisors, LLC 0 -100.00 0
2025-08-11 13F Strategic Wealth Partners, Ltd. 3,264 -20.27 433 -21.98
2025-08-07 13F Fonville Wealth Management LLC 4,628 -2.88 615 -0.16
2025-07-31 13F Leavell Investment Management, Inc. 5,248 0.00 697 -1.14
2025-08-08 13F TD Capital Management LLC 74 1.37 10 0.00
2025-07-23 13F High Note Wealth, LLC 579 0.00 77 -1.30
2025-07-17 13F Global Trust Asset Management, LLC 10,940 -16.94 1,453 -17.87
2025-07-31 13F Hixon Zuercher, LLC 3,489 5.28 463 4.04
2025-07-22 13F Capital Advisors Inc/ok 2,638 0.19 350 -0.85
2025-08-05 13F Cherry Tree Wealth Management, LLC 1,145 0.00 152 -0.65
2025-07-16 13F Highline Wealth Partners Llc 1,507 0.00 200 -0.99
2025-07-16 13F Essex Financial Services, Inc. 22,129 -2.13 2,939 -3.23
2025-08-08 13F Tortoise Investment Management, LLC 1,349 0.00 179 -1.10
2025-08-26 13F Claris Financial LLC 7,467 16.73 992 18.12
2025-07-17 13F Flywheel Private Wealth LLC 5,294 0.00 703 -0.99
2025-07-29 13F Dale Q Rice Investment Management Ltd 6,307 -49.81 847 -49.79
2025-08-14 13F CIBC Asset Management Inc 2,050 0.00 272 -1.09
2025-07-16 13F Stillwater Capital Advisors, LLC 2,021 2.54 268 1.52
2025-08-01 13F Transcend Wealth Collective, Llc 19,350 0.02 2,570 -1.12
2025-08-14 13F RMB Capital Management, LLC 15,455 16.79 2,053 15.48
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 156,768 -0.83 21 -4.76
2025-07-30 13F Roman Butler Fullerton & Co 6,979 0.01 964 9.68
2025-08-11 13F Mill Creek Capital Advisors, LLC 22,759 0.70 3,023 -0.43
2025-08-14 13F Financial Engines Advisors L.L.C. 7,491 28.18 995 26.91
2025-08-15 13F Stonebridge Capital Advisors LLC 11,953 -13.08 1,587 -14.03
2025-08-07 13F Resources Investment Advisors, LLC. 14,158 -11.24 1,880 -12.19
2025-08-13 13F Philadelphia Trust Co 2,363 -9.57 0
2025-07-14 13F Southland Equity Partners LLC 2,683 43.09 356 41.83
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 2,572 4.21 342 3.02
2025-07-10 13F Fulton Bank, N.a. 29,709 10.36 3,946 9.13
2025-07-14 13F Farmers & Merchants Investments Inc 3,294 0.00 437 -1.13
2025-04-25 13F Little House Capital Llc 0 -100.00 0
2025-08-11 13F GKV Capital Management Co., Inc. 0 -100.00 0 -100.00
2025-08-01 13F Centerpoint Advisors, LLC 170 0.00 0
2025-08-14 13F Visionary Wealth Advisors 1,683 8.72 223 7.73
2025-07-31 13F Jackson Hole Capital Partners, LLC 5,044 0.00 670 -1.18
2025-08-14 13F Boston Private Wealth Llc 4,806 638
2025-08-05 13F Plante Moran Financial Advisors, LLC 2,256 6.52 300 5.28
2025-08-07 13F W Advisors, Llc 6,207 0.00 824 -1.08
2025-07-11 13F Miller Howard Investments Inc /ny 59,492 -83.06 7,901 -83.25
2025-07-28 13F Mutual Advisors, LLC 62,114 3.15 8,577 11.56
2025-07-09 13F Wolff Financial Management Llc 8,948 -0.85 1 0.00
2025-07-15 13F North Star Investment Management Corp. 78,272 -1.98 10,395 -3.06
2025-07-24 13F M1 Capital Management LLC 5,752 0.61 764 -0.52
2025-07-30 13F Brookstone Capital Management 2,683 0.11 356 -0.84
2025-08-14 13F Horizon Investments, LLC 2,954 -6.34 392 -7.33
2025-07-29 13F CapWealth Advisors, LLC 4,731 -2.61 628 -3.68
2025-08-14 13F Aprio Wealth Management, LLC 7,289 0.76 968 -0.31
2025-07-22 13F Miracle Mile Advisors, LLC 24,644 44.03 3,273 42.45
2025-08-18 13F Geneos Wealth Management Inc. 26,650 10.14 3,539 8.93
2025-08-27 13F Cypress Capital Advisors, LLC 1,537 0.00 204 -0.97
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 2,141 284
2025-07-29 13F Uhlmann Price Securities, Llc 1,680 0.00 223 -0.89
2025-08-14 13F Mairs & Power Inc 2,105 -50.82 280 -51.39
2025-07-24 13F Lee Financial Co 56,586 -1.90 7,515 -2.97
2025-05-05 13F Wealth Alliance 0 -100.00 0
2025-07-07 13F First Citizens Financial Corp 5,981 -37.51 794 -38.21
2025-07-30 13F Dupree Financial Group, LLC 6,012 -2.13 799 -3.16
2025-08-13 13F Nicolet Bankshares Inc 3,810 -3.79 506 -4.71
2025-07-08 13F Northstar Advisory Group, LLC 1,611 -4.51 214 -5.75
2025-08-08 13F Wealth Quarterback LLC 34,938 4.46 4,640 3.32
2025-07-30 13F Evermay Wealth Management Llc 4,788 -2.37 636 -3.50
2025-07-15 13F Signet Financial Management, Llc 7,781 -6.74 1,033 -7.77
2025-08-11 13F HHM Wealth Advisors, LLC 123 0.00 16 0.00
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 8,699 0.00 1,155 -1.11
2025-08-14 13F Aspen Grove Capital, LLC 6,426 0.71 853 -0.35
2025-07-17 13F Sterling Investment Advisors, Ltd. 71,166 2.64 9,452 1.50
2025-07-29 13F Salomon & Ludwin, LLC 368 -3.92 50 -1.96
2025-07-23 13F 1 North Wealth Services Llc 1,631 -8.32 217 -9.24
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-07-22 13F DAVENPORT & Co LLC 70,966 10.08 9,425 8.87
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-08-04 13F Pinnacle Associates Ltd 32,218 2.94 4,279 1.81
2025-08-01 13F Ashton Thomas Private Wealth, LLC 23,383 40.39 3,106 38.86
2025-08-14 13F Helium Advisors LLC 6,770 -0.98 899 -2.07
2025-08-13 13F Orleans Capital Management Corp/la 2,650 0.00 352 -1.13
2025-04-10 13F Sugar Maple Asset Management, LLC 0 -100.00 0
2025-05-13 13F Measured Risk Portfolios, Inc. 0 -100.00 0
2025-07-28 13F Sterling Financial Planning, Inc. 1,922 -0.62 255 -1.54
2025-08-08 13F Compass Wealth Management LLC 0 -100.00 0
2025-08-08 13F United Asset Strategies, Inc. 1,592 0.00 211 -0.94
2025-07-25 13F Total Clarity Wealth Management, Inc. 3,378 -6.56 449 -5.49
2025-07-25 13F Bull Street Advisors, LLC 3,625 0.00 0
2025-07-21 13F Qrg Capital Management, Inc. 7,747 1.27 1,029 0.10
2025-08-05 13F Huntington National Bank 38,753 2.17
2025-07-07 13F Fox Hill Wealth Management 11,038 1.40 1,466 0.27
2025-04-10 13F Richard P Slaughter Associates Inc 0 -100.00 0
2025-08-15 13F High Falls Advisors, Inc 11,025 -0.04 1,464 -1.15
2025-04-02 13F Clark Asset Management, LLC 0 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 47,872 -33.58 6,358 -34.32
2025-08-04 13F Assetmark, Inc 223,334 -0.41 29,661 -1.51
2025-08-14 13F Mercer Global Advisors Inc /adv 175,376 0.94 23,298 -0.03
2025-08-13 13F Cerity Partners LLC 132,440 -3.64 17,589 -4.70
2025-08-14 13F Goldman Sachs Group Inc 659,795 -2.69 87,627 -3.76
2025-08-05 13F Tiaa Trust, National Association 12,275 -0.15 1,630 -1.21
2025-08-14 13F Wells Fargo & Company/mn 3,762,283 2.88 499,669 1.75
2025-08-14 13F Operose Advisors LLC 22,506 0.83 2,989 -0.27
2025-08-14 13F Main Street Financial Solutions, LLC 11,835 0.08 1,572 -1.07
2025-07-31 13F CNB Bank 1,102 0.00 146 -0.68
2025-08-13 13F HAP Trading, LLC Put 16,500 -17.09 38 -50.65
2025-08-14 13F Mariner, LLC 392,838 3.80 52,159 2.69
2025-07-21 13F Ascent Group, LLC 3,286 436
2025-08-11 13F Private Advisor Group, LLC 193,653 -1.88 25,719 -2.95
2025-08-01 13F Biltmore Family Office, LLC 2,567 -3.75 341 -5.03
2025-07-24 13F Us Bancorp \de\ 1,137,906 1.34 151,125 0.22
2025-07-10 13F Exchange Traded Concepts, Llc 5,296 -91.39 703 -91.48
2025-07-15 13F Td Private Client Wealth Llc 60,165 15.08 7,991 13.82
2025-08-07 13F Mayport, Llc 3,723 0.11 494 -1.00
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-07-09 13F Pallas Capital Advisors LLC 20,053 2.90 2,663 1.76
2025-09-04 13F/A Advisor Group Holdings, Inc. 352,044 16.31 46,831 15.13
2025-07-24 13F Mengis Capital Management, Inc. 2,500 0.00 332 -0.90
2025-08-01 13F Yukon Wealth Management, Inc. 172,307 8.17 22,884 6.98
2025-08-07 13F Samalin Investment Counsel, LLC 3,947 -0.15 524 -1.13
2025-08-12 13F Archer Investment Corp 7,768 0.05 1,032 -1.06
2025-07-11 13F Capital Advantage, Inc. 7,319 -6.24 972 -5.08
2025-07-17 13F Melfa Wealth Management, Llc 1,925 1.32 256 0.00
2025-07-23 13F Country Club Bank /gfn 6,980 0.00 922 -0.43
2025-07-18 13F Access Financial Services, Inc. 2,317 0.00 308 -1.29
2025-08-13 13F Level Four Advisory Services, Llc 17,977 -1.75 2,388 -2.85
2025-08-14 13F Pinnacle Family Advisors, LLC 25,653 57.25 3,390 54.75
2025-07-17 13F LexAurum Advisors, LLC 3,976 -0.43 528 -1.49
2025-07-25 13F GFS Advisors, LLC 3,997 1.52 531 0.38
2025-08-12 13F North Star Asset Management Inc 1,710 0.00 227 -0.87
2025-08-04 13F BLB&B Advisors, LLC 2,770 7.87 368 6.69
2025-08-14 13F Toronto Dominion Bank 0 -100.00 0
2025-07-22 13F Woodmont Investment Counsel Llc 8,755 118.11 1,163 115.58
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 8,351 -5.01 1,109 -6.02
2025-08-05 13F American Institute for Advanced Investment Management, LLP 2,181 0.00 290 -1.03
2025-08-05 13F GHP Investment Advisors, Inc. 483 0.84 64 0.00
2025-07-30 13F Arbor Investment Advisors, LLC 2,266 -1.99 301 -3.23
2025-08-12 13F Founders Financial Alliance, LLC 1,447 -34.58 192 -35.35
2025-07-31 13F Moment Partners, LLC 252,936 -2.86 33,592 -3.93
2025-08-12 13F Wayfinding Financial, LLC 0 -100.00 0
2025-07-30 13F/A KPP Advisory Services LLC 2,588 0.00 344 -1.15
2025-08-12 13F Eldridge Investment Advisors, Inc. 14,313 3.48 1,901 2.32
2025-08-12 13F O'shaughnessy Asset Management, Llc 5,285 -13.39 702 -14.41
2025-07-09 13F Byrne Asset Management LLC 325 -35.00 43 -35.82
2025-08-14 13F Staley Capital Advisers Inc 2,041 0.00 271 -1.09
2025-07-22 13F Powell Investment Advisors, LLC 95,033 1.27 12,621 0.16
2025-08-12 13F Franklin Resources Inc 156,352 4.87 20,765 3.71
2025-08-13 13F Congress Wealth Management LLC / DE / 143,998 -0.29 19,125 -1.38
2025-08-19 13F National Asset Management, Inc. 9,434 -31.03 1,253 -30.25
2025-07-25 13F NorthRock Partners, LLC 10,644 10.15 1,414 8.94
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 23,607 -8.23 3,135 -9.24
2025-08-01 13F Rossby Financial, LCC 472 0.00 63 3.33
2025-08-13 13F Financial Freedom, LLC 248 -11.11 33 -13.51
2025-08-11 13F Platform Technology Partners 8,544 -1.77 1,135 -2.91
2025-07-24 13F Trust Co Of Toledo Na /oh/ 5,135 0.31 682 -0.87
2025-07-25 13F Inman Jager Wealth Management, LLC 27,273 -3.42 3,622 -4.48
2025-08-13 13F Navis Wealth Advisors, LLC 3,558 1.51 473 0.43
2025-08-11 13F One Capital Management, LLC 2,268 0.00 301 -0.99
2025-08-12 13F Bokf, Na 62,250 -3.62 8,267 -4.68
2025-08-25 13F Silverlake Wealth Management Llc 2,150 286
2025-07-31 13F CVA Family Office, LLC 6,820 0.19 906 -0.98
2025-08-11 13F Invenio Wealth Partners Llc 10,808 9.19 1,435 7.98
2025-07-21 13F Ntv Asset Management Llc 108,866 -1.91 14,459 -2.99
2025-07-31 13F FSA Investment Group, LLC 3,591 0.96 477 -0.21
2025-08-04 13F Simon Quick Advisors, Llc 24,075 1.29 3,197 0.19
2025-08-12 13F Wealthbridge Capital Management, Llc 15,310 1.07 2,033 -0.05
2025-05-14 13F Capital Fund Management S.a. Put 0 -100.00 0
2025-08-07 13F Zions Bancorporation, National Association /ut/ 3,390 0.00 450 -1.10
2025-08-04 13F Hicks Capital Management Llc 12,623 0.14 1,676 -0.95
2025-08-14 13F Aberdeen Wealth Management LLC 15,170 0.00 2,015 -1.13
2025-07-11 13F Busey Wealth Management 2,897 -24.10 385 -25.00
2025-07-28 13F Fairman Group, LLC 378 0.53 50 2.04
2025-07-29 13F Stephens Inc /ar/ 16,221 -13.31 2,154 -14.25
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 42,864 0.00 5,693 -1.11
2025-04-11 13F Davis Capital Management 790 3.00 106 6.00
2025-07-16 13F ORG Partners LLC 488 0.00 66 1.54
2025-07-29 13F Mezzasalma Advisors, LLC 3,926 -5.17 521 -6.13
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-08-14 13F First Commonwealth Financial Corp /pa/ 15,404 -34.73 2,046 -35.47
2025-08-07 13F HC Advisors, LLC 0 -100.00 0
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 50 7
2025-08-12 13F Atlas Capital Advisors Llc 300 0.00 40 -2.50
2025-07-23 13F Ironwood Financial, llc 35,711 0.00 4,796 0.00
2025-07-25 13F Commonwealth Financial Services, LLC 2,536 0.00 337 -1.18
2025-07-23 13F Kingswood Wealth Advisors, Llc 56,816 91.96 7,546 89.91
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 16,800 0.60 2,231 0.68
2025-07-24 13F IFP Advisors, Inc 44,103 1.55 5,858 0.43
2025-08-18 13F Arq Wealth Advisors, Llc 1,600 0.00 215 0.00
2025-08-08 13F Advisors Capital Management, LLC 1,789 -3.24 238 -4.44
2025-07-28 13F Cypress Wealth Services, LLC 18,680 -12.30 2,481 -13.29
2025-07-09 13F Keystone Wealth Services, LLC 4,715 1.44 626 0.32
2025-07-30 13F Castle Wealth Management Llc 2,242 4.67 298 3.48
2025-07-23 13F West Paces Advisors Inc. 3,494 0.00 464 -1.07
2025-07-31 13F Dodds Wealth, LLC 7,562 -3.67 1,004 -4.74
2025-08-15 13F Equitable Holdings, Inc. 103,340 6.53 13,725 5.36
2025-08-14 13F Two Sigma Investments, Lp 0 -100.00 0
2025-08-12 13F Pettyjohn, Wood & White, Inc 9,064 0.00 1,204 -1.15
2025-08-13 13F Kilter Group LLC 234 31
2025-07-16 13F Brown, Lisle/cummings, Inc. 1,094 0.00 145 -0.68
2025-08-12 13F Marietta Investment Partners Llc 9,665 0.00 1,284 -1.08
2025-07-21 13F Triad Wealth Partners, LLC 0 -100.00 0
2025-07-02 13F Central Pacific Bank - Trust Division 18 0.00 2 0.00
2025-07-16 13F Magnus Financial Group LLC 15,866 0.63 2,107 -0.47
2025-08-14 13F CoreFirst Bank & Trust 1,779 -21.94 236 -22.88
2025-08-29 13F Total Investment Management Inc 222 29
2025-08-14 13F Federation des caisses Desjardins du Quebec 15,593 -1.10 2,071 -2.22
2025-07-03 13F Garde Capital, Inc. 570 0.00 76 -1.32
2025-08-14 13F West Coast Financial LLC 0 -100.00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 58,172 -3.75 7,726 8.00
2025-08-11 13F TD Waterhouse Canada Inc. 13,167 14.72 1,781 15.89
2025-08-14 13F Glenview Trust Co 48,853 -0.50 6,488 -1.59
2025-07-17 13F Chatham Capital Group, Inc. 8,298 0.00 1,102 -1.08
2025-07-21 13F Warner Financial, Inc 6,134 0.21 1
2025-07-17 13F Lauterbach Financial Advisors, LLC 1,790 0.00 238 -1.25
2025-08-14 13F Ausdal Financial Partners, Inc. 5,006 -1.03 665 -2.21
2025-08-01 13F Motco 1,711 0.00 231 0.87
2025-08-11 13F Principal Securities, Inc. 12,786 -23.45 1,698 -22.54
2025-09-03 13F American Trust 1,983 263
2025-07-22 13F Rocky Mountain Advisers, Llc 1,232 0.00 164 -1.21
2025-05-06 13F Kovack Advisors, Inc. 0 -100.00 0
2025-07-28 13F WealthPLAN Partners, LLC 5,323 0.02 707 -0.98
2025-07-17 13F Peoples Financial Services Corp. 951 8.44 126 7.69
2025-08-07 13F Argent Advisors, Inc. 23,797 0.13 3,161 -0.97
2025-07-14 13F Signature Securities Group Corporation 19,979 -8.34 2,653 -9.36
2025-08-12 13F Umpqua Bank 1,570 213
2025-07-31 13F Orion Capital Management LLC 2,130 -8.58 283 -9.62
2025-08-08 13F Smithfield Trust Co 51,839 -1.50 7 -14.29
2025-08-14 13F NCM Capital Management, LLC 13,229 0.46 1,757 -0.68
2025-08-14 13F Financial Advisory Service, Inc. 27,841 -1.11 3,698 -2.20
2025-07-17 13F Fifth Third Securities, Inc. 24,482 -2.01 3,251 -3.07
2025-08-08 13F WASHINGTON TRUST Co 14,369 0.00 1,908 -1.09
2025-05-12 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-07-21 13F Pflug Koory, LLC 2,848 -1.73 378 -2.83
2025-08-27 13F Seneca Financial Advisors LLC 1,564 0.58 208 -0.48
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 5,302 24.61 704 23.29
2025-08-14 13F UBS Group AG 1,050,167 -6.34 139,473 -7.37
2025-05-05 13F Lindbrook Capital, Llc 7,930 0.00 1,065 2.21
2025-08-11 13F MainStreet Investment Advisors LLC 4,658 12.43 619 11.15
2025-07-25 13F Hemington Wealth Management 371 0.00 0
2025-08-04 13F Daymark Wealth Partners, Llc 5,051 -0.81 671 -1.90
2025-07-15 13F Peddock Capital Advisors, Llc 4,046 0.07 537 -0.92
2025-08-04 13F Atria Investments Llc 3,702 -38.70 492 -39.38
2025-07-23 13F TPG Financial Advisors, LLC 2,115 281
2025-07-17 13F Albion Financial Group /ut 32,985 -0.02 4,381 -1.13
2025-07-08 13F Juncture Wealth Strategies, Llc 5,092 1.01 676 0.00
2025-07-28 13F RFG Advisory, LLC 2,280 -7.62 303 -8.76
2025-08-14 13F Monetary Management Group Inc 21,250 0.00 2,822 -1.09
2025-08-11 13F Vanguard Group Inc 31,852 0.65 4,230 -0.45
2025-08-13 13F Banco de Sabadell, S.A 27,326 9.94 4 0.00
2025-08-14 13F Challenger Wealth Management 9,884 -3.47 1,313 -4.51
2025-08-06 13F Chancellor Financial Group WB LP 3,383 0.03 449 -1.10
2025-07-10 13F Focus Financial Network, Inc. 9,898 -0.68 1,315 -1.79
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 468 0.00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 317 -10.70 42 -10.64
2025-08-27 13F/A Brinker Capital Investments, LLC 22,008 -24.04 2,923 -24.88
2025-07-24 13F Ronald Blue Trust, Inc. 1,060 -0.09 141 -1.41
2025-07-31 13F Carnegie Capital Asset Management, LLC 13,084 5.61 1,738 15.95
2025-07-31 13F/A Avion Wealth 1,978 -9.10 0
2025-07-25 13F Apollon Financial, LLC 7,263 0.00 965 -1.13
2025-08-14 13F Integrated Wealth Concepts LLC 64,724 -2.69 8,596 -3.77
2025-07-30 13F Fogel Capital Management, Inc. 2,345 -18.29 311 -19.22
2025-07-28 13F Sagespring Wealth Partners, Llc 1,561 4.77 207 3.50
2025-08-14 13F Jupiter Wealth Management LLC 6,496 0.00 905 4.02
2025-07-15 13F West Oak Capital, LLC 650 0.00 1
2025-08-13 13F American Investment Services, Inc. 0 -100.00 0
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-13 13F Continuum Advisory, LLC 9,551 5.72 1,268 4.53
2025-08-13 13F Hsbc Holdings Plc 16,598 0.80 2,204 -0.32
2025-08-13 13F Mount Yale Investment Advisors, LLC 30 4
2025-08-14 13F Citadel Advisors Llc 3,081 92.80 409 91.12
2025-08-14 13F Citadel Advisors Llc Put 47,200 214.67 6,269 211.22
2025-05-14 13F Monterey Private Wealth, Inc. 3,498 -3.64 470 -1.47
2025-08-05 13F Optivise Advisory Services LLC 6,430 2.93 854 1.79
2025-07-28 13F Cornerstone Wealth Group, LLC 7,286 -2.44 968 -3.49
2025-08-14 13F Citadel Advisors Llc Call 128,100 -77.41 17,013 -77.66
2025-07-22 13F Red Tortoise LLC 3,636 0.08 483 -1.03
2025-07-23 13F Indiana Trust & Investment Management CO 6,449 0.00 856 -1.15
2025-07-24 13F Advanced Asset Management Advisors Inc 348 0.00 46 0.00
2025-07-10 13F Sterling Financial Group, Inc. 11,675 0.00 1,551 -1.08
2025-07-30 13F Prosperity Financial Group, Inc. 1,647 219
2025-08-01 13F Envestnet Asset Management Inc 1,612,404 3.73 214,086 2.56
2025-08-07 13F Winthrop Capital Management, LLC 304 0.00 0
2025-07-10 13F American Financial Advisors, LLC 1,838 0.11 244 -0.81
2025-08-14 13F Trace Wealth Advisors, LLC 5,804 -5.23 771 -6.33
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0 -100.00
2025-08-12 13F Jpmorgan Chase & Co 1,524,690 3.47 202,494 2.33
2025-07-18 13F Provident Wealth Management, LLC 3,355 -7.47 446 -8.44
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-08-14 13F Mendel Capital Management LLC 37,114 -3.79 4,929 -4.85
2025-07-18 13F Truist Financial Corp 1,165,722 1.37 154,820 0.26
2025-08-04 13F Linscomb & Williams, Inc. 68,011 -4.07 9,032 -5.13
2025-07-10 13F Piscataqua Savings Bank 1,690 0.00 224 -0.88
2025-07-25 13F Ellis Investment Partners, LLC 198,306 -1.92 26,337 -3.00
2025-07-28 13F Morris Financial Concepts, Inc. 397 -0.25 53 -1.89
2025-08-14 13F Prelude Capital Management, Llc 6,314 839
2025-07-16 13F/A CX Institutional 398 0.00 0
2025-07-21 13F Franklin Street Advisors Inc /nc 16,000 0.00 2 0.00
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 0 -100.00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 36,744 -48.70 4,880 -49.27
2025-07-24 13F McKinley Carter Wealth Services, Inc. 1,835 0.00 244 -1.22
2025-08-04 13F Center for Financial Planning, Inc. 61 0.00 8 0.00
2025-08-14 13F Amussen Hunsaker Associates Llc 1,511 0.00 201 -0.99
2025-08-06 13F Atlas Legacy Advisors, LLC 9,213 118.21 1,224 116.08
2025-07-22 13F Keudell/Morrison Wealth Management 8,224 0.97 1,092 -0.09
2025-07-29 13F Planned Solutions, Inc. 9,670 0.26 1,284 -0.85
2025-07-18 13F Vicus Capital 1,898 0.48 252 -0.40
2025-08-13 13F Berkshire Asset Management Llc/pa 19,741 0.06 2,622 2.38
2025-04-16 13F Relyea Zuckerberg Hanson LLC 0 -100.00 0
2025-07-08 13F Canandaigua National Bank & Trust Co 15,248 -1.80 2,025 -2.88
2025-07-22 13F Oak Hill Wealth Advisors, Llc 1,478 201
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 778 -63.44 0
2025-07-30 13F Pacific Sun Financial Corp 2,392 0.00 318 -1.25
2025-08-04 13F Ledyard National Bank 4,880 -20.39 648 -21.26
2025-08-06 13F Csenge Advisory Group 19,083 1.51 2,503 5.79
2025-05-05 13F Diversify Advisory Services, LLC 0 -100.00 0
2025-07-18 13F O'ROURKE & COMPANY, Inc 8,503 0.18 1,129 -0.88
2025-08-01 13F Chilton Capital Management Llc 1,871 3,018.33 248 3,000.00
2025-08-06 13F Texas Yale Capital Corp. 5,795 0.00 770 -1.16
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 27,143 -0.45 3,606 -1.50
2025-08-01 13F GoalVest Advisory LLC 45,508 10.34 6,044 9.12
2025-08-01 13F Hoffman, Alan N Investment Management 2,134 0.00 283 -1.05
2025-08-14 13F Cardiff Park Advisors, Llc 2,671 0.00 355 -1.12
2025-07-16 13F Spirepoint Private Client, Llc 1,853 246
2025-08-07 13F LOM Asset Management Ltd 13,274 2
2025-08-08 13F Larson Financial Group LLC 1,388 4.68 184 3.37
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 253 0.80 34 0.00
2025-07-28 13F CGC Financial Services, LLC 238 0.00 32 0.00
2025-08-21 13F Pathway Financial Advisers, LLC 6,992 10.90 929 9.69
2025-07-22 13F My Personal CFO, LLC 21,874 0.21 2,905 -0.89
2025-08-14 13F Coastal Bridge Advisors, LLC 2,321 0.00 308 -0.96
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 487 0.00 65 -1.54
2025-08-13 13F Millstone Evans Group, LLC 517 0.00 69 -1.45
2025-07-30 13F Journey Advisory Group, LLC 9,618 -1.03 1,277 -2.15
2025-04-30 13F Pineridge Advisors LLC 0 -100.00 0
2025-07-22 13F Highland Capital Management, Llc 47,600 -1.49 6,322 -2.57
2025-07-31 13F Richards, Merrill & Peterson, Inc. 200 -49.49 27 -50.94
2025-07-17 13F Saxon Interests, Inc. 1,504 0.00 202 0.00
2025-08-14 13F AllSquare Wealth Management LLC 2,476 0.00 329 -1.20
2025-08-07 13F Davis R M Inc 2,878 6.99 382 5.82
2025-04-14 13F Clean Yield Group 0 -100.00 0
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 -100.00 0
2025-07-29 13F Mine & Arao Wealth Creation & Management, LLC. 28,571 0.56 3,795 -0.55
2025-07-18 13F Institute for Wealth Management, LLC. 1,630 -18.74 216 -19.70
2025-07-08 13F Chemistry Wealth Management LLC 1,657 -1.66 220 -2.65
2025-08-11 13F Brown Brothers Harriman & Co 4,587 9.29 609 8.17
2025-07-31 13F Nilsine Partners, LLC 1,506 0.00 200 -0.99
2025-08-14 13F Old Mission Capital Llc 4,722 627
2025-08-13 13F Jones Financial Companies Lllp 27,803 42.66 3,674 42.02
2025-07-09 13F Fiduciary Alliance LLC 1,530 0.13 203 -0.98
2025-07-11 13F LongView Wealth Management 2,687 0.07 357 -1.11
2025-05-14 13F Paces Ferry Wealth Advisors, Llc 0 -100.00 0 -100.00
2025-07-25 13F We Are One Seven, LLC 6,037 21.84 802 20.45
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 8,136 0.00 1,081 -1.10
2025-05-02 13F Transcendent Capital Group LLC 0 -100.00 0
2025-07-30 13F Pittenger & Anderson Inc 508 -25.62 67 -26.37
2025-07-08 13F Rise Advisors, LLC 1,544 0.39 205 -0.49
2025-07-25 13F Concord Wealth Partners 1,313 1.00 174 0.00
2025-08-13 13F StoneX Group Inc. 2,783 -6.61 370 -7.75
2025-07-30 13F Whittier Trust Co 9,892 0.00 1,314 -1.13
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 416 0.48 55 0.00
2025-07-14 13F Kfg Wealth Management, Llc 4,292 -14.88 570 -15.81
2025-07-31 13F Northstar Asset Management Llc 2,960 0.00 393 -1.01
2025-08-04 13F Pensionmark Financial Group, Llc 12,622 1.81 1,676 0.72
2025-08-04 13F Arkadios Wealth Advisors 12,586 21.23 1,671 19.87
2025-07-17 13F Vermillion Wealth Management, Inc. 82 1.23 11 0.00
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 19,989 7.50 2,655 6.29
2025-08-14 13F Riggs Asset Managment Co. Inc. 0 -100.00 0
2025-08-14 13F Potentia Wealth 0 -100.00 0
2025-07-15 13F Regatta Capital Group, Llc 4,139 3.86 550 2.62
2025-07-29 13F Altus Wealth Group LLC 1,936 0.05 257 -0.77
2025-08-12 13F Journey Strategic Wealth Llc 3,331 2.40 442 1.38
2025-08-12 13F AlphaCore Capital LLC 514 68
2025-08-13 13F Schroder Investment Management Group 570 0.00 76 -1.32
2025-07-10 13F Waypoint Wealth Partners Inc. 3,410 0.00 453 -1.09
2025-08-04 13F Integrity Alliance, Llc. 3,138 -52.57 417 -53.15
2025-08-14 13F Wick Capital Partners, LLC 2,040 29.61 209 -0.95
2025-05-13 13F Watts Gwilliam & Co., LLC 13,021 9.87 1,749 12.77
2025-07-24 13F Costello Asset Management, INC 1,388 0.80 184 0.00
2025-08-07 13F CENTRAL TRUST Co 7,461 -3.43 991 -4.53
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 53 0.00 7 0.00
2025-07-10 13F ARS Wealth Advisors Group, LLC 1,628 0.00 216 -0.92
2025-08-13 13F Allie Family Office LLC 3,370 12.33 448 11.19
2025-07-16 13F Register Financial Advisors LLC 55 0.00 7 0.00
2025-08-13 13F Crescent Grove Advisors, LLC 19,504 24.42 2,590 23.04
2025-08-12 13F Charles Schwab Investment Management Inc 116,318 18.27 15,449 16.97
2025-08-12 13F Stelac Advisory Services LLC 39,311 -23.11 5,221 -23.96
2025-07-11 13F Elk River Wealth Management, LLC 2,471 0.00 328 -0.91
2025-07-30 13F Avidian Wealth Solutions, LLC 2,392 8.53 318 7.46
2025-08-11 13F Howard Wealth Management, Llc 1,608 0.19 213 -0.93
2025-07-09 13F Sar Wealth Management Group, Llc 1,676 0.36 223 -0.89
2025-08-14 13F Snowden Capital Advisors LLC 20,424 -2.27 2,713 -3.35
2025-08-14 13F FC Advisory LLC 2,886 0.59 383 -0.52
2025-08-15 13F Keel Point, LLC 9,913 0.46 1,317 -0.68
2025-07-21 13F Future Financial Wealth Managment LLC 3,065 0.00 407 -0.97
2025-07-11 13F Grove Bank & Trust 2,452 0.00 326 -1.22
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 661 0.15 88 -1.14
2025-07-10 13F Affiance Financial, LLC 2,275 0.00 302 -0.98
2025-08-06 13F Round Rock Advisors, LLC 104,661 1.78 13,900 0.66
2025-08-07 13F BOK Financial Private Wealth, Inc. 10,827 0.00 1,438 -1.10
2025-07-09 13F David J Yvars Group 13,089 16.55 1,737 15.43
2025-07-29 13F Ballast, Inc. 31,847 4,230
2025-08-11 13F CBIZ Investment Advisory Services, LLC 6,626 -29.51 880 -30.35
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-07-29 13F Primoris Wealth Advisors, Llc 3,051 405
2025-07-09 13F Breakwater Investment Management 1,558 0.00 207 -1.44
2025-08-13 13F Green Harvest Asset Management LLC 1,535 204
2025-05-06 13F Advisor OS, LLC 0 -100.00 0
2025-08-14 13F Sterling Wealth Management, Inc. 1,961 0.00 260 1.17
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 111,320 2.80 14,785 1.67
2025-08-12 13F Coldstream Capital Management Inc 15,444 -0.71 2,051 -1.77
2025-07-30 13F Klingman & Associates, LLC 32,681 0.03 4,340 -1.07
2025-07-15 13F Patriot Investment Management Inc. 12,072 -3.45 1,603 -4.53
2025-07-23 13F Venturi Wealth Management, LLC 8,745 -14.20 1,161 -15.13
2025-08-14 13F Summit Trail Advisors, Llc 14,257 1,893
2025-08-14 13F Fort Point Capital Partners LLC 6,476 0.22 860 -0.81
2025-08-15 13F Nikulski Financial, Inc. 3,567 -6.55 474 -7.62
2025-08-11 13F Pinnacle Financial Group, LLC / IL 64,226 -0.18 8,530 -1.28
Other Listings
MX:DVY
CL:DVY
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista