ITOT - iShares Trust - iShares Core S&P Total U.S. Stock Market ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
US ˙ ARCA ˙ US4642871507

Mga Batayang Estadistika
Pemilik Institusional 1513 total, 1510 long only, 0 short only, 3 long/short - change of 3.06% MRQ
Alokasi Portofolio Rata-rata 1.3914 % - change of -3.36% MRQ
Saham Institusional (Jangka Panjang) 322,674,234 (ex 13D/G) - change of 8.61MM shares 2.74% MRQ
Nilai Institusional (Jangka Panjang) $ 40,929,305 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (US:ITOT) memiliki 1513 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 322,674,234 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Wells Fargo & Company/mn, Betterment LLC, Wealthfront Advisers Llc, Morgan Stanley, Alliancebernstein L.p., Bank Of America Corp /de/, LPL Financial LLC, Colony Group, LLC, and Envestnet Asset Management Inc .

Struktur kepemilikan institusional iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (ARCA:ITOT) 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 141.90 / share. Previously, on September 9, 2024, the share price was 119.54 / share. This represents an increase of 18.71% over that period.

ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market 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.

ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF Historical Put/Call Ratio
Pengajuan 13D/G

Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.

Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.

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Tanggal File Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persen)
Kepemilikan
(Persen)
Δ Pagmamay-ari
(Persen)
2025-07-02 13G/A BlackRock Portfolio Management LLC 49,893,089 52,997,206 6.22 10.20 4.08
2025-02-07 13G/A BlackRock, Inc. 9,831,627 2.00
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
(%)
2025-08-15 13F Truefg, Llc 6,209 0.94 838 11.73
2025-08-27 NP OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio 41,500 0.00 5,604 10.69
2025-04-24 13F Decker Retirement Planning Inc. 0 -100.00 0
2025-08-14 13F LaSalle St. Investment Advisors, LLC 11,823 -0.42 2 0.00
2025-07-07 13F Retirement Wealth Solutions LLC 450 61
2025-07-16 13F Evergreen Private Wealth LLC 420 0.00 57 9.80
2025-08-04 13F Arkadios Wealth Advisors 29,769 19.81 4,020 32.60
2025-07-22 13F Wealthcare Capital Management Llc 61,470 20.35 8,301 33.20
2025-07-09 13F Veracity Capital LLC 1,615 218
2025-08-12 13F Reliant Wealth Planning 282,286 -3.21 38,120 7.12
2025-08-14 13F Principia Wealth Advisory, LLC 2,502 -4.14 338 9.06
2025-07-21 13F Fairvoy Private Wealth, LLC 56,090 -2.56 7,574 7.85
2025-07-24 13F Endeavor Private Wealth, Inc. 32,519 -20.28 4,391 -11.77
2025-04-16 13F Praetorian Wealth Management, Inc. 0 -100.00 0
2025-08-14 13F Clarity Asset Management, Inc. 10,967 0.30 1,481 10.94
2025-08-05 13F Core Alternative Capital 1,120 0.00 151 11.03
2025-08-11 13F Greykasell Wealth Strategies, Inc. 200 0.00 27 12.50
2025-08-13 13F Colonial Trust Advisors 1,925 0.00 260 10.68
2025-07-29 13F BKD Wealth Advisors, LLC 371,676 -3.53 50,191 6.78
2025-07-28 13F Frazier Financial Advisors, LLC 831 0.24 112 10.89
2025-07-16 13F NovaPoint Capital, LLC 0 -100.00 0
2025-05-29 13F Plum Street Advisors, LLC 0 -100.00 0 -100.00
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 5,962 -18.93 810 -9.81
2025-08-14 13F Dagco, Inc. 0 -100.00 0
2025-08-07 13F Panoramic Investment Advisors, Llc 4,528 -2.60 611 7.76
2025-07-30 13F Canvas Wealth Advisors, LLC 164,261 4.36 22,878 26.45
2025-07-08 13F Zrc Wealth Management, Llc 4,447 0.20 601 10.91
2025-08-14 13F Frisch Financial Group, Inc. 2,480 0.00 0
2025-07-30 13F Klingenstein Fields & Co Lp 5,757 0.00 777 10.68
2025-07-22 13F Awm Capital, Llc 4,617 0.13 624 10.85
2025-07-30 13F SkyOak Wealth, LLC 2,079 -32.87 281 -25.73
2025-08-12 13F Planning Alternatives Ltd /adv 2,847 1.75 384 12.61
2025-07-17 13F Charles Schwab Trust Co 1,704 230
2025-08-14 13F Monograph Wealth Advisors, Llc 2,234 302
2025-08-07 13F Vise Technologies, Inc. 43,271 1,619.83 5,843 1,708.98
2025-08-08 13F Carl P. Sherr & Co., LLC 4,236 0.00 572 10.85
2025-08-14 13F German American Bancorp, Inc. 5,780 0.00 781 10.64
2025-07-23 13F Detalus Advisors, LLC 8,680 -9.21 1,172 0.51
2025-07-10 13F Tompkins Financial Corp 5,180 0.00 700 10.60
2025-08-06 13F Valued Wealth Advisors LLC 162 -12.43 22 -4.55
2025-08-13 13F Beacon Pointe Advisors, LLC 221,956 -2.97 29,973 7.39
2025-08-14 13F Diversify Advisory Services, LLC 19,321 247.69 2,713 303.57
2025-08-06 13F Marco Investment Management Llc 1,486 201
2025-08-07 13F Northwest Bancshares, Inc. 19,809 -1.58 2,675 8.96
2025-08-04 13F HBK Sorce Advisory LLC 49,570 -0.33 6,694 10.30
2025-07-22 13F Signature Wealth Management Partners, LLC 9,584 0.29 1,294 11.07
2025-08-08 13F Avalon Trust Co 0 -100.00 0
2025-08-14 13F Money Concepts Capital Corp 9,136 -1.17 1,234 9.41
2025-08-12 13F Change Path, LLC 72,708 -0.68 9,819 9.93
2025-07-16 13F West Branch Capital LLC 3,130 -1.32 423 9.33
2025-07-25 13F Pathway Financial Advisors LLC 9,200 0.00 1,242 10.70
2025-08-08 13F Capstone Financial Advisors, Inc. 215,327 33.05 29,078 47.26
2025-08-14 13F Alliancebernstein L.p. 9,605,846 2.90 1,297,173 13.89
2025-08-11 13F Summit Wealth Partners, LLC 50,643 -7.78 6,839 2.06
2025-07-31 13F Carrera Capital Advisors 18,861 21.13 2,547 34.07
2025-07-22 13F Wealthcare Capital Partners, LLC 3,083 23.22 416 36.39
2025-07-18 13F Founders Capital Management 5 0.00 1
2025-08-11 13F Perennial Investment Advisors, LLC 3,384 75.43 457 94.47
2025-08-14 13F Vident Advisory, LLC 189,962 4.68 25,653 15.85
2025-07-11 13F Adirondack Trust Co 1,312 0.00 177 10.63
2025-07-30 13F Financial Perspectives, Inc 1,056 0.19 143 10.94
2025-07-10 13F Signal Advisors Wealth, LLC 2,217 -12.72 299 -3.24
2025-08-04 13F Mesirow Financial Investment Management, Inc. 1,019,989 -46.54 137,741 -40.84
2025-04-23 13F Sabal Trust CO 2,864 0.00 349 -5.16
2025-08-12 13F LPL Financial LLC 5,466,061 4.04 738,137 15.15
2025-07-23 13F Integris Wealth Management, LLC 2,217 9.32 299 21.05
2025-07-29 13F Madison Wealth Partners, Inc 9,405 16.17 1,270 28.67
2025-07-30 13F Strategic Blueprint, LLC 27,418 -4.88 3,703 5.29
2025-08-13 13F Colonial Trust Co / SC 3,526 40.48 476 55.56
2025-08-13 13F Baird Financial Group, Inc. 149,286 -5.68 20,160 4.39
2025-07-28 13F ForthRight Wealth Management, LLC 4,743 0.04 640 10.73
2025-08-08 13F Stephenson & Company, Inc. 13,202 0.00 1,783 10.68
2025-08-05 13F Integrity Financial Corp /WA 308 0.00 42 10.81
2025-05-02 13F Capital A Wealth Management, LLC 169 3.68 21 0.00
2025-08-08 13F Hartland & Co., LLC 87,497 3.31 11,816 14.34
2025-08-14 13F Sand Hill Global Advisors, LLC 16,672 0.00 2,251 10.67
2025-07-17 13F HCR Wealth Advisors 6,747 0.00 911 10.69
2025-08-06 13F Columbia River Financial Group, LLC 0 -100.00 0
2025-07-25 13F Apollon Wealth Management, LLC 30,708 -0.64 4,147 9.97
2025-08-06 13F Long Run Wealth Advisors, LLC 2,616 -1.43 353 9.29
2025-07-08 13F Nbc Securities, Inc. 2,178 0.00 0
2025-08-08 13F Smithfield Trust Co 85,765 1.35 12 10.00
2025-08-14 13F Wetherby Asset Management Inc 9,831 -1.43 1,328 3.51
2025-07-23 13F Regency Capital Management Inc.\DE 10,800 1.08 1,458 11.90
2025-07-15 13F Kraft Asset Management, Llc 21,066 -34.94 2,845 -28.00
2025-08-06 13F Prospera Financial Services Inc 34,210 11.54 4,621 23.46
2025-08-14 13F Clark Capital Management Group, Inc. 483,793 65,331
2025-07-11 13F Essex Savings Bank 18,155 7.87 2,452 19.39
2025-07-24 13F Villere St Denis J & Co Llc 2,500 0.00 338 10.49
2025-07-28 13F IFC Advisors LLC 8,706 -21.41 1,176 -13.03
2025-07-30 NP TAX - Cambria Tax Aware ETF 1,066 -4.82 137 -5.52
2025-07-29 13F Kondo Wealth Advisors, Inc. 292,247 4.74 39,453 15.90
2025-08-13 13F Virtue Capital Management, LLC 28,449 3,842
2025-07-14 13F Crew Capital Management, Ltd. 2,278 0.00 308 10.83
2025-07-21 13F Mattern Capital Management, Llc 2,168 0.00 293 10.61
2025-08-12 13F Associated Banc-corp 18,243 2.80 2,464 13.76
2025-08-08 13F Pnc Financial Services Group, Inc. 57,740 70.52 7,797 88.74
2025-08-14 13F Gotham Asset Management, LLC 122,060 297.03 16,483 339.52
2025-08-14 13F Warren Averett Asset Management, LLC 104,157 8.33 14,065 19.90
2025-03-12 13F/A Private Capital Management Llc 33,933 -0.64 4,031 2.36
2025-08-11 13F Citigroup Inc 28,132 0.11 3,799 10.82
2025-07-31 13F Moser Wealth Advisors, LLC 171 0.00 23 15.00
2025-07-08 13F Apella Capital, LLC 43,476 -9.60 5,905 3.60
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 482 -46.21 65 -40.37
2025-07-11 13F Lincoln Capital LLC 1,544 209
2025-08-13 13F Summit Financial, LLC 149,122 2.16 20,137 13.07
2025-04-21 13F Abundance Wealth Counselors 0 -100.00 0
2025-08-05 13F Summit Investment Advisory Services, LLC 0 -100.00 0
2025-08-14 13F McIlrath & Eck, LLC 466 -13.70 63 -4.62
2025-08-08 13F CFO4Life Group, LLC 4,600 -5.23 621 4.90
2025-07-16 13F Falcon Wealth Planning 4,942 1.02 667 11.91
2025-07-22 13F Appleton Partners Inc/ma 2,771 -4.15 0
2025-08-05 13F EPG Wealth Management LLC 6,945 -37.43 938 -30.80
2025-08-25 13F/A Promus Capital, LLC 200 0.00 27 12.50
2025-07-28 13F Copia Wealth Management 450 0.00 61 11.11
2025-08-12 13F Soundwatch Capital LLC 5,074 1.48 678 10.98
2025-08-15 13F CI Private Wealth, LLC 269,425 -50.35 36,385 -45.05
2025-07-17 13F Independence Bank of Kentucky 1,331 0.00 180 10.49
2025-07-18 13F GEN Financial Management, INC. 4,137 0.00 559 10.71
2025-07-25 13F Index Fund Advisors, Inc. 10,109 0.89 1,365 11.70
2025-08-01 13F Planning Directions Inc 1,911 -34.24 258 -27.12
2025-08-04 13F Creekmur Asset Management LLC 857 0.00 116 10.58
2025-07-17 13F Stone Point Wealth LLC 4,171 -4.09 563 6.23
2025-08-06 13F Legacy Investment Solutions, LLC 0 -100.00 0
2025-04-02 13F/A Industrial Alliance Investment Management Inc. 0 -100.00 0
2025-07-11 13F First PREMIER Bank 736 0.00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 179,321 5.98 24,215 17.29
2025-08-15 13F WFA of San Diego, LLC 1,875 -33.39 253 -28.33
2025-08-06 13F Agf Management Ltd 19,775 -4.40 2,670 5.83
2025-08-11 13F Guidance Point Advisors, LLC 15,496 0.01 2,093 10.69
2025-08-13 13F Scotia Capital Inc. 1,757 237
2025-07-17 13F Sound Income Strategies, LLC 1,680 -30.86 227 -23.65
2025-07-29 13F Private Trust Co Na 27,628 0.04 3,731 10.72
2025-07-15 13F Armis Advisers, LLC 4,080 -20.19 557 -10.75
2025-07-16 13F Asset Allocation & Management Company, LLC 4,143 0.00 1
2025-07-21 13F Life Planning Partners, Inc 185,429 -0.43 25,040 10.20
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-07-17 13F CogentBlue Wealth Advisors, LLC 56,500 -6.36 7,630 3.63
2025-08-05 13F Sensible Money, LLC 2,342 0.00 316 10.88
2025-08-01 13F MorganRosel Wealth Management, LLC 63,844 -6.09 8,621 3.94
2025-07-22 13F Coastal Investment Advisors, Inc. 412 -18.74 56 -9.84
2025-07-25 13F Endowment Wealth Management, Inc. 53,048 -0.96 7,164 9.61
2025-07-16 13F Encompass Wealth Advisors, Llc 3,156 -14.61 426 -5.33
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 2,602 -3.67 351 6.69
2025-08-08 13F KM Capital Management Ltd. 211,553 -12.93 28,568 -3.63
2025-07-23 13F HMV Wealth Advisors, LLC 50,736 39.25 6,851 54.13
2025-07-24 13F Zullo Investment Group, Inc. 4,386 -0.41 592 10.24
2025-08-01 13F Facet Wealth, Inc. 727,134 -3.36 100,432 8.46
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 95,976 7.12 12,961 18.55
2025-08-11 13F Western Wealth Management, LLC 36,071 4.16 4,871 15.27
2025-08-14 13F Integrated Wealth Concepts LLC 203,377 -1.57 27,464 8.95
2025-08-18 13F N.E.W. Advisory Services LLC 25,956 0.74 3,505 11.52
2025-08-14 13F Claar Advisors LLC 998,663 15.67 134,859 28.02
2025-07-30 13F Phillips Financial Management, Llc 17,545 -1.12 2,369 9.47
2025-08-27 NP OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 77,000 0.00 10,398 10.69
2025-07-15 13F Cranbrook Wealth Management, LLC 2,325 1.17 314 11.79
2025-08-08 13F Jacksonville Wealth Management, LLC 2,083 0.00 281 10.63
2025-08-14 13F Objective Capital Management, LLC 15,365 0.12 2,075 10.79
2025-07-17 13F Luminvest Wealth Management LLC 25,309 3,420
2025-08-05 13F NewSquare Capital LLC 0 -100.00 0
2025-07-10 13F Atticus Wealth Management, Llc 2,494 0.16 337 10.89
2025-08-14 13F Moneta Group Investment Advisors Llc 24,017 -4.85 3,243 5.33
2025-08-01 13F SYM FINANCIAL Corp 1,256 0.00 170 10.46
2025-08-08 13F Gts Securities Llc 16,415 2,217
2025-07-07 13F Wesbanco Bank Inc 4,579 74.17 618 93.13
2025-08-13 13F Cresset Asset Management, LLC 418,567 -2.54 56,523 7.87
2025-07-09 13F Heritage Wealth Architects, Inc. 1,623 219
2025-05-09 13F Sound Financial Strategies Group, LLC 0 -100.00 0
2025-04-29 13F Lee Danner & Bass Inc 0 -100.00 0
2025-07-09 13F Breakwater Capital Group 0 -100.00 0 -100.00
2025-07-14 13F Armstrong Advisory Group, Inc 704 43.67 95 53.23
2025-07-11 13F Lantz Financial LLC 1,849 -0.86 250 9.69
2025-08-06 13F Rps Advisory Solutions Llc 0 -100.00 0
2025-05-02 13F Baer Investment Advisory LLC 0 -100.00 0
2025-07-30 13F Onyx Bridge Wealth Group LLC 2,651 12.71 358 24.83
2025-08-07 13F Winch Advisory Services, LLC 413 0.24 56 10.00
2025-08-01 13F Brookwood Investment Group LLC 5,283 -4.59 713 5.63
2025-07-24 13F Rice Partnership, LLC 587 0.00 79 11.27
2025-08-05 13F Claro Advisors LLC 25,376 24.72 3,427 38.03
2025-07-21 13F Segment Wealth Management, LLC 26,664 3,601
2025-07-22 13F Bank Hapoalim Bm 12,444 0.00 2 0.00
2025-07-29 13F Chicago Partners Investment Group LLC 91,658 0.15 12,723 13.45
2025-07-15 13F Wealth Effects Llc 14,945 -0.61 2,018 10.03
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 24,740 -2.97 3,341 7.36
2025-05-13 13F Knuff & Co LLC 0 -100.00 0
2025-08-13 13F Fortress Financial Solutions, LLC 28,474 -6.26 3,845 3.78
2025-07-09 13F Seaside Wealth Management, Inc. 9,976 1,347
2025-07-21 13F Keb Asset Management, Llc 4,949 668
2025-08-13 13F GeoWealth Management, LLC 44,174 -4.58 5,965 5.61
2025-08-08 13F Strategies Wealth Advisors, LLC 5,493 27.09 742 40.61
2025-07-16 13F Plancorp, LLC 130,007 14.45 17,556 26.68
2025-07-24 13F Certus Wealth Management, LLC 56,299 -2.51 7,603 3.26
2025-07-24 13F Edge Financial Advisors LLC 185,418 -3.41 25,036 6.89
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 1,625 219
2025-07-11 13F Bell Bank 4,370 590
2025-07-29 13F Quotient Wealth Partners, LLC 2,109 4.30 285 15.45
2025-07-29 13F Two West Capital Advisors LLC 1,891 0.69 263 21.20
2025-08-04 13F Bristlecone Advisors, LLC 4,515 0.00 610 10.73
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 6,293 0.00 850 10.69
2025-07-29 13F Elevation Capital Advisory, LLC 14,313 1,933
2025-07-11 13F Kaydan Wealth Management, Inc. 157,171 2,359.64 21,224 2,624.52
2025-07-16 13F American National Bank 4,466 -3.14 603 7.30
2025-08-13 13F Russell Investments Group, Ltd. 4,109 752.49 555 855.17
2025-07-07 13F Somerset Trust Co 9,385 0.00 1,267 10.66
2025-07-22 13F Evensky & Katz LLC 1,388,351 -2.44 187 8.09
2025-08-13 13F Nyl Investors Llc 35,267 3.74 4,762 14.83
2025-08-14 13F Bank Of Hawaii 56,007 31.23 7,563 45.25
2025-07-11 13F Compass Ion Advisors, LLC 13,866 0.01 1,872 10.70
2025-08-07 13F Verus Capital Partners, Llc 5,616 0.00 758 10.66
2025-07-15 13F Tenon Financial LLC 22,540 0.00 3,044 10.65
2025-08-04 13F Savvy Advisors, Inc. 9,769 1,319
2025-08-13 13F SCS Capital Management LLC 23,359 -1.14 3,154 9.44
2025-08-14 13F Banque Transatlantique SA 0 -100.00 0
2025-08-01 13F Milestone Asset Management Group, LLC 4,044 84.32 546 104.49
2025-08-07 13F Cascade Financial Partners, LLC 19,471 0.06 2,629 10.74
2025-07-23 13F Valmark Advisers, Inc. 251,673 -5.20 33,986 4.92
2025-08-06 13F Financial Alternatives, Inc 4,610 0.00 623 10.68
2025-08-04 13F Bordeaux Wealth Advisors LLC 15,434 0.00 2,084 10.67
2025-08-08 13F Good Life Advisors, LLC 4,982 -6.41 673 3.54
2025-07-22 13F Gutierrez Wealth Advisory, LLC 2,404 -0.33 325 10.20
2025-07-30 13F Crewe Advisors LLC 3,320 0.00 448 10.62
2025-07-29 13F Disciplined Investments, LLC 3,438 -15.57 464 -6.45
2025-08-05 13F Bank Of Montreal /can/ 62,450 -4.81 8,433 5.36
2025-07-09 13F Reyes Financial Architecture, Inc. 495 0.00 67 10.00
2025-08-08 13F Larson Financial Group LLC 6,036 18.08 815 30.82
2025-08-04 13F 4J Wealth Management LLC 1,909 -13.11 258 -4.10
2025-07-10 13F Baker Tilly Financial, Llc 14,519 0.00 1,961 10.67
2025-05-07 13F Meeder Advisory Services, Inc. 0 -100.00 0
2025-08-12 13F Wealth Dimensions Group, Ltd. 2,080 -0.53 281 9.80
2025-08-12 13F Gladstone Institutional Advisory LLC 28,526 -1.76 3,852 8.75
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,500 -57.14 193 -57.58
2025-08-14 13F Tudor Investment Corp Et Al 69,614 1,154.08 9,401 1,288.48
2025-07-14 13F Harbor Group, Inc. 3,752 -4.82 507 5.42
2025-07-28 13F Harbour Investments, Inc. 14,756 33.21 1,993 47.45
2025-08-18 13F Hollencrest Capital Management 50,461 -11.57 6,814 -2.13
2025-08-14 13F Sunbelt Securities, Inc. 36,303 42.21 4,669 49.94
2025-08-11 13F Aptus Capital Advisors, LLC 103,636 0.46 13,995 11.18
2025-08-14 13F Seldon Capital Lp 2,876 0.00 388 10.86
2025-07-08 13F/A Salem Investment Counselors Inc 4,380 -4.37 591 5.91
2025-07-22 13F Confluence Wealth Services, Inc. 2,489 0.00 336 15.86
2025-08-29 13F Evolution Wealth Management Inc. 74 10
2025-08-11 13F Schiavi & Co LLC 4,430 0.00 598 10.74
2025-08-06 13F Paladin Advisory Group, LLC 273 18.18 37 28.57
2025-08-13 13F Farnam Financial LLC 2,990 -16.20 404 -7.36
2025-07-14 13F Abound Wealth Management 36,587 96.06 4,941 117.05
2025-08-12 13F Inscription Capital, LLC 3,169 428
2025-08-13 13F Haverford Trust Co 2,987 13.06 403 25.16
2025-08-15 13F Captrust Financial Advisors 283,483 1.39 38,282 12.22
2025-05-13 13F Adams Wealth Management 8,860 -0.16 1,081 -5.26
2025-07-31 13F Glass Jacobson Investment Advisors llc 26,708 2.28 3,607 7.39
2025-08-13 13F GM Advisory Group, Inc. 254,070 21.56 34,310 34.55
2025-08-14 13F Stifel Financial Corp 921,408 -33.68 124,427 -26.59
2025-07-29 13F Tradewinds Capital Management, LLC 3,847 0.00 519 10.66
2025-07-24 13F Jfs Wealth Advisors, Llc 5,594 1.47 755 12.35
2025-08-04 13F Wealth Management Associates, Inc. 37,225 2.58 5,027 13.53
2025-08-14 13F/A Skopos Labs, Inc. 11,087 2.36 1,497 13.32
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 506 -22.87 68 -10.53
2025-08-14 13F Atomi Financial Group, Inc. 17,540 15.09 2,369 27.38
2025-07-24 13F/A McElhenny Sheffield Capital Management, LLC 87,238 11,781
2025-06-24 NP TNLIX - 1290 Retirement 2035 Fund Class I 3,476 7.42 421 -1.87
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 112,275 -14.48 15,162 -5.35
2025-08-05 13F American Capital Advisory, LLC 54 0.00 7 16.67
2025-08-05 13F Tsfg, Llc 45,974 -0.79 6 20.00
2025-08-11 13F Outlook Wealth Advisors, LLC 6,365 -0.33 860 10.27
2025-07-17 13F HB Wealth Management, LLC 974,950 1.40 131,657 12.23
2025-07-23 13F Colony Family Offices, LLC 499 0.00 67 11.67
2025-07-16 13F Dakota Wealth Management 32,080 -19.59 4,332 -10.99
2025-07-11 13F My Legacy Advisors, LLC 2,256 -8.07 309 3.34
2025-07-15 13F Axis Wealth Partners, LLC 2,194 -38.97 296 -32.42
2025-07-11 13F Weatherly Asset Management L. P. 156,670 1.85 21,157 12.72
2025-07-15 13F Buttonwood Financial Advisors Inc. 21,413 -0.26 2,892 10.39
2025-07-21 13F Ameriflex Group, Inc. 956 -46.83 128 -42.01
2025-08-12 13F Team Hewins, LLC 2,580 0.00 348 10.83
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 94,218 9.34 12,723 21.02
2025-08-08 13F Financial Gravity Companies, Inc. 3,588 -0.08 485 4.99
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 -100.00 0
2025-07-11 13F Farther Finance Advisors, LLC 43,883 3.79 5,926 14.47
2025-08-07 13F Gryphon Financial Partners LLC 12,213 -0.17 1,649 10.52
2025-07-08 13F Atwood & Palmer Inc 7,081 0.00 956 10.78
2025-07-29 13F Cohalo Advisory LLC 0 -100.00 0
2025-07-15 13F Legacy Solutions, Llc 5,395 -4.36 728 5.81
2025-07-17 13F CWA Asset Management Group, LLC 2,167 293
2025-08-08 13F Westwood Holdings Group Inc 0 -100.00 0
2025-07-28 13F Evernest Financial Advisors, LLC 2,267 0.00 306 10.87
2025-07-17 13F Oakworth Capital, Inc. 9,066 0.00 1,224 10.67
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 295,956 -15.80 39,777 -5.87
2025-07-11 13F Scratch Capital Llc 1,953 15.77 264 28.29
2025-07-30 13F Clifford Swan Investment Counsel Llc 7,856 0.00 1,061 10.65
2025-07-29 13F Alaska Permanent Capital Management 241,266 0.39 32,585 11.17
2025-08-05 13F Milestone Asset Management, Llc 8,051 -2.84 1,087 7.52
2025-08-27 NP OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio 69,000 0.00 9,318 10.68
2025-08-14 13F Two Sigma Securities, Llc 8,350 296.86 1,128 340.23
2025-07-21 13F West Financial Advisors, LLC 1,175 0.00 159 10.49
2025-08-14 13F Hilltop Holdings Inc. 1,987 268
2025-07-15 13F Carr Financial Group Corp 29,215 3.21 3,945 14.25
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-07-22 13F Sutton Place Investors Llc 43,045 -0.25 5,813 10.39
2025-07-16 13F PFS Partners, LLC 173 0.58 23 9.52
2025-04-16 13F Tudor Financial Inc. 0 -100.00 0
2025-07-21 13F Keystone Financial Group, Inc. 19,425 -5.61 2,669 6.29
2025-08-01 13F Independent Order of Foresters 672,744 0.00 90,847 10.68
2025-07-25 13F Carbahal Olsen Financial Services Group, LLC 2,948 64.78 398 82.57
2025-07-22 13F Relyea Zuckerberg Hanson LLC 1,856 0.11 251 10.62
2025-07-24 13F Cyndeo Wealth Partners, LLC 14,477 14.00 1,955 26.15
2025-04-14 13F Lpwm Llc 0 -100.00 0
2025-08-05 13F Main Street Research LLC 3,405 460
2025-07-07 13F Centurion Wealth Management LLC 2,825 3.40 382 8.55
2025-07-21 13F HT Partners LLC 2,586 0.00 349 10.79
2025-07-18 13F Centricity Wealth Management, LLC 6,202 0.00 838 10.71
2025-08-05 13F Freestone Capital Holdings, LLC 84,491 -6.66 11,410 3.30
2025-08-06 13F Savant Capital, LLC 103,958 -13.38 14,038 -4.13
2025-08-05 13F Magnolia Capital Advisors Llc 77,806 306.30 10,507 349.74
2025-07-10 13F Wedmont Private Capital 33,303 1.51 4,550 19.55
2025-07-24 13F Coordinated Financial Services, Inc. 10,658 -0.62 1,439 4.35
2025-07-17 13F XML Financial, LLC 5,927 0.00 800 10.65
2025-08-13 13F Satovsky Asset Management Llc 81,488 -2.43 11,004 7.99
2025-07-21 13F Single Point Partners, LLC 77,075 -6.54 10 0.00
2025-07-15 13F Cigna Investments Inc /new 231,072 -4.61 31 6.90
2025-08-14 13F Oxford Financial Group Ltd 27,619 0.90 3,730 11.68
2025-08-06 13F Quadrant Private Wealth Management, LLC 21,243 -13.43 2,869 -4.18
2025-08-05 13F Allstate Corp 748,331 -39.04 101,055 -32.53
2025-08-14 13F Headlands Technologies LLC 742 100
2025-08-08 13F Mjp Associates Inc /adv 2,225 1.60 300 12.36
2025-08-13 13F Lido Advisors, LLC 1,896,181 0.55 256,060 11.29
2025-07-31 13F Optimum Investment Advisors 2,549 1.68 344 12.79
2025-04-16 13F Greenhouse Wealth Management, LLC 0 -100.00 0
2025-07-29 13F Northern Capital Management, Inc. 1,696 0.00 229 11.17
2025-07-23 13F Hardy Reed LLC 55,005 -0.76 7,428 9.83
2025-07-30 13F Jackson Thornton Asset Management, Llc 12,862 -21.99 1,746 -7.72
2025-08-12 13F Cynosure Management, Llc 150,532 -3.40 20,328 6.91
2025-08-13 13F Brown Advisory Inc 25,631 0.01 3,461 10.72
2025-08-14 13F Peapack Gladstone Financial Corp 4,103 0.00 1
2025-05-13 13F Hanlon Investment Management, Inc. 0 -100.00 0
2025-07-23 13F Friedenthal Financial 151,777 5.58 20,496 16.85
2025-07-25 13F RHS Financial, LLC 8,270 34.87 1,117 49.20
2025-08-13 13F IAG Wealth Partners, LLC 345 0.00 47 9.52
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 5,604 56.14 757 73.00
2025-08-08 13F Tanglewood Legacy Advisors, LLC 10,340 0.27 1,396 10.97
2025-08-07 13F Flagship Wealth Advisors, Llc 77 0.00 10 11.11
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 1,901 0
2025-07-15 13F Kwmg, Llc 6,812 -0.01 920 10.59
2025-07-24 13F Ronald Blue Trust, Inc. 3,935,906 4.06 531,505 15.17
2025-07-09 13F Procyon Private Wealth Partners, LLC 5,609 -2.55 757 7.83
2025-04-29 NP EBI - Longview Advantage ETF 3,618 471
2025-07-17 13F Johnson Bixby & Associates, LLC 711,669 0.88 96,104 11.65
2025-07-28 13F Davidson Investment Advisors 50,605 -0.42 6,834 10.21
2025-07-14 13F Sowell Financial Services LLC 2,190 -70.90 296 -67.86
2025-08-14 13F Glenmede Investment Management, LP 485 65
2025-08-15 13F North Ridge Wealth Advisors, Inc. 4,698 0.00 634 10.65
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 10,874 0.00 1,468 10.71
2025-07-23 13F BankPlus Trust Department 0 -100.00 0
2025-08-14 13F Silvercrest Asset Management Group Llc 4,211 10.32 569 22.15
2025-07-11 13F Grant Private Wealth Management Inc 1,486 201
2025-08-14 13F CIBC World Markets Inc. 6,610 8.04 893 19.57
2025-07-18 13F jvl associates llc 442,766 -4.02 59,791 6.23
2025-08-08 13F Turn8 Private Wealth Inc. 2,170 0.60 293 11.41
2025-05-13 13F Ground Swell Capital, LLC 0 -100.00 0
2025-08-15 13F Global View Capital Management LLC 10,583 -11.41 1,429 -1.92
2025-08-14 13F Partners Capital Investment Group, Llp 582,276 -50.15 78,631 -44.83
2025-07-17 13F Eagle Bluffs Wealth Management LLC 8,609 5.98 1,163 17.26
2025-07-18 13F Parkside Investments, LLC 12,299 -11.48 1,661 -2.06
2025-08-05 13F Mission Wealth Management, Lp 361,135 -1.39 48,768 9.14
2025-07-11 13F Ullmann Financial Group, Inc. 641,429 -0.27 86,619 10.38
2025-08-08 13F Meridian Wealth Management, LLC 3,450 0.20 466 10.71
2025-07-30 13F Rehmann Capital Advisory Group 217,400 -5.24 29,358 4.88
2025-07-10 13F HWG Holdings LP 0 -100.00 0
2025-08-14 13F 1922 Investment Co LLC 5 1
2025-08-04 13F Roble, Belko & Company, Inc 69,639 12.11 9 28.57
2025-04-17 13F Vista Wealth Management Group, LLC 4,360 0.00 532 -5.18
2025-08-05 13F Centennial Bank/AR/ 1,773 0.00 239 10.65
2025-08-14 13F Aqr Capital Management Llc 153,993 33.64 20,795 47.91
2025-07-15 13F Fifth Third Bancorp 8,790 -9.61 1,187 0.08
2025-08-07 13F Parkside Financial Bank & Trust 765 103
2025-05-23 NP EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 39,200 -26.45 4,783 -30.24
2025-05-23 NP EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K 17,950 -17.85 2,190 -22.06
2025-07-10 13F Ferguson Wellman Capital Management, Inc 43,964 0.00 5,937 10.66
2025-07-31 13F AF Advisors, Inc. 3,379 0.00 456 10.68
2025-08-06 13F ZEGA Investments, LLC 5,360 -6.13 724 3.88
2025-08-14 13F GWM Advisors LLC 192,006 -0.53 25,929 10.10
2025-08-11 13F NewEdge Wealth, LLC 15,922 -3.00 2,199 9.84
2025-08-15 13F Tower Research Capital LLC (TRC) 1,577 213
2025-08-15 13F Urban Financial Advisory Corp 0 -100.00 0
2025-07-29 13F Northeast Investment Management 5,217 0.00 705 10.69
2025-07-23 13F Traphagen Investment Advisors Llc 4,857 3.49 656 14.51
2025-08-07 13F 1st Source Bank 0 -100.00 0
2025-07-08 13F Parallel Advisors, LLC 2,638,760 3.06 356,338 14.06
2025-07-29 13F Smithbridge Asset Management Inc/de 2,400 0.00 324 10.96
2025-05-15 13F CAPROCK Group, Inc. 275,195 -0.36 33,577 -5.48
2025-08-11 13F Lcnb Corp 33,650 0.00 4,544 10.69
2025-08-14 13F Qube Research & Technologies Ltd 5,563 -63.51 751 -59.62
2025-07-09 13F Beacon Financial Group 127,341 -5.10 17,196 5.03
2025-04-16 13F Crowley Wealth Management, Inc. 0 -100.00 0
2025-07-30 13F DecisionMap Wealth Management, LLC 2,698 0.04 364 10.64
2025-08-08 13F Accredited Investors Inc. 16,519 -2.18 2,231 8.25
2025-08-05 13F Strategic Financial Concepts, LLC 7,319 26.19 988 39.75
2025-08-13 13F MONECO Advisors, LLC 54,727 -2.48 7,390 7.93
2025-08-13 13F Renaissance Technologies Llc 23,000 3,106
2025-08-14 13F Jane Street Group, Llc 6,965 -89.70 941 -88.61
2025-08-06 13F Robinson Smith Wealth Advisors Llc 13,632 9.53 1,841 21.21
2025-08-12 13F Solano Wealth Investment Advisors LLC 93,836 0.39 12,672 11.11
2025-05-01 13F Schechter Investment Advisors, LLC 15,184 63.64 1,853 55.24
2025-08-06 13F Hoxton Planning & Management, LLC 26,463 7.26 3,574 18.70
2025-08-11 13F Independent Advisor Alliance 6,081 13.24 821 25.34
2025-08-07 13F McClarren Financial Advisors, Inc. 5,795 0.31 783
2025-08-12 13F Allen Capital Group, LLC 1,866 -1.74 252 8.66
2025-07-22 13F BridgePort Financial Solutions, LLC 25,007 5.54 3,377 16.82
2025-07-10 13F Sterling Investment Advisors Llc /adv 1,421 203
2025-08-05 13F Westside Investment Management, Inc. 13,037 1.49 1,761 12.32
2025-07-18 13F Tanager Wealth Management LLP 816,665 55.43 110,282 72.03
2025-07-31 13F Buckingham Strategic Partners 4,140,699 1.81 559,145 12.68
2025-08-14 13F Visionary Wealth Advisors 10,571 -0.50 1,428 10.11
2025-08-13 13F Correct Capital Wealth Management 22,684 -0.22 3,063 10.46
2025-08-05 13F Elm Partners Management LLC 382,024 -35.34 51,589 -28.43
2025-08-08 13F Kingsview Wealth Management, LLC 103,856 -4.73 14,025 5.44
2025-07-23 13F Quarry Hill Advisors, Llc 5,101 689
2025-07-29 13F Stratos Wealth Partners, LTD. 71,976 -4.73 9,720 5.45
2025-07-14 13F Gries Financial Llc 22,104 0.00 2,985 10.68
2025-08-14 13F Bnp Paribas Arbitrage, Sa 520 504.65 70 600.00
2025-04-02 13F Marcum Wealth, LLC 3,437 -6.12 419 -10.85
2025-08-04 13F Balentine LLC 6,120 -1.97 826 8.54
2025-07-22 13F Beacon Financial Advisory LLC 12,134 4.35 1,639 15.51
2025-08-12 13F Proequities, Inc. 0 0
2025-07-24 13F Monument Capital Management 61,353 -2.52 8,285 7.89
2025-08-01 13F Zhang Financial LLC 878,592 18.92 118,645 31.62
2025-08-12 13F Aspiring Ventures, LLC 6,548 0.00 884 10.22
2025-08-05 13F BCGM Wealth Management, LLC 115,877 -51.72 15,648 -46.56
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 5,998 -1.95 810 8.45
2025-05-15 13F Wealth Management Strategies, Inc. 3,065 0.29 374 12,333.33
2025-07-30 13F Forum Financial Management, LP 3,036 -0.30 410 10.24
2025-07-30 13F Paragon Financial Partners, Inc. 1,783 0.00 241 10.60
2025-08-13 13F Transce3nd, LLC 88 0.00 12 10.00
2025-08-12 13F Ascent Wealth Partners, LLC 2,493 0.00 337 10.53
2025-07-24 13F Eastern Bank 612 -40.64 83 -34.40
2025-07-16 13F ORG Partners LLC 2,195 11.42 297 22.82
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 886 105.09 120 128.85
2025-05-06 13F Elm3 Financial Group, LLC 0 -100.00 0
2025-08-15 13F Northeast Financial Consultants Inc 166,245 0.01 22,450 10.70
2025-07-11 13F Wealth Management Partners, LLC 1,752 0.00 238 11.27
2025-04-14 13F Griffith & Werner, Inc. 2,186 0.28 267 -5.00
2025-07-02 13F Crumly & Associates Inc. 1,965 0.00 265 10.88
2025-08-08 13F Your Advocates Ltd., LLP 727 -6.19 98 4.26
2025-08-12 13F TCTC Holdings, LLC 601 167.11 81 200.00
2025-08-13 13F Meridian Wealth Partners, LLC 10,483 -8.68 1,416 1.07
2025-07-22 13F McNaughton Wealth Management, LLC 3,696 -3.57 499 6.85
2025-08-11 13F Morling Financial Advisors, LLC 17,349 -60.20 2,343 -55.96
2025-07-25 13F Mitchell Sinkler & Starr/pa 2,345 0.00 317 10.49
2025-07-30 13F First Citizens Bank & Trust Co 5,696 44.46 769 59.88
2025-07-17 13F Beacon Capital Management, LLC 1,793 -22.78 242 -14.49
2025-08-13 13F Gateway Wealth Partners, LLC 3,245 8.60 438 20.33
2025-08-13 13F Northern Trust Corp 202,140 26.49 27,297 39.99
2025-08-06 13F Rialto Wealth Management, LLC 2,120 0.00 286 10.85
2025-07-28 13F Patten & Patten Inc/tn 1,769 0.00 239 10.70
2025-07-30 13F Nottingham Advisors, Inc. 1,886 0.00 255 10.43
2025-08-04 13F UNIVEST FINANCIAL Corp 4,411 0.00 596 10.59
2025-08-14 13F IHT Wealth Management, LLC 18,492 -1.65 2,497 8.85
2025-08-12 13F Private Management Group Inc 10,000 1,350
2025-07-23 13F L.K. Benson & Company, P.C. 7,681 1.88 1,037 12.84
2025-08-11 13F Monashee Investment Management LLC 0 -100.00 0
2025-08-07 13F Rathbone Brothers plc 2,000 0.00 270 10.66
2025-07-29 13F Aspiriant, Llc 37,939 61.96 5,123 79.25
2025-08-12 13F Howe & Rusling Inc 7,133 3.62 963 14.78
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,344 2.94 587 14.01
2025-08-04 13F Kovack Advisors, Inc. 7,327 -29.28 989 -21.76
2025-08-12 13F Integrated Advisors Network LLC 10,289 -3.72 1,389 6.60
2025-08-11 13F HighTower Advisors, LLC 995,308 0.49 134,406 11.22
2025-08-19 13F Asset Dedication, LLC 92,603 0.58 12,505 11.32
2025-08-06 13F Wsfs Capital Management, Llc 3,900 0.00 527 10.74
2025-08-14 13F Capital Planning Advisors, LLC 6,327 0.00 854 10.77
2025-08-04 13F Hantz Financial Services, Inc. 959 0.00 0
2025-07-11 13F Rockwood Wealth Management, LLC 2,010 3.45 271 14.35
2025-07-22 13F Simplicity Wealth,LLC 0 -100.00 0
2025-07-25 13F LRI Investments, LLC 1,636 30.88 221 44.74
2025-08-14 13F Disciplina Capital Management LLC 1,150,349 27.36 155,343 40.97
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 4,070 -1.83 550 8.71
2025-08-13 13F Dana Investment Advisors, Inc. 6,491 0.00 877 10.75
2025-08-07 13F Nwam Llc 153,259 -2.39 21,263 11.00
2025-07-08 13F Range Financial Group LLC 1,844 0.49 249 11.66
2025-08-14 13F First Foundation Advisors 96,161 -0.55 12,986 10.07
2025-08-05 13F Fourth Dimension Wealth, LLC 165 -37.74 22 -31.25
2025-04-17 13F Montecito Bank & Trust 33,082 6.84 4,036 1.36
2025-07-21 13F Credential Qtrade Securities Inc. 273,439 3.50 31,530 13.42
2025-07-24 13F Morton Brown Family Wealth, LLC 0 -100.00 0
2025-07-23 13F Element Wealth, LLC 60,400 -6.41 8,156 3.58
2025-07-29 13F Signature Estate & Investment Advisors Llc 73,841 -0.41 9,971 10.23
2025-07-31 13F TSA Wealth Managment LLC 6,635 69.95 896 88.03
2025-07-31 13F Brighton Jones Llc 155,070 3.05 20,941 14.05
2025-08-19 13F Anchor Investment Management, LLC 1,112 150
2025-07-08 13F Peirce Capital Management, LLC 145,459 -8.22 19,643 1.58
2025-08-08 13F King Wealth 95,611 -1.01 13 9.09
2025-08-14 13F Aft, Forsyth & Sober, LLC 12,275 0.00 1,658 10.69
2025-07-09 13F Lifelong Wealth Advisors, Inc. 0 -100.00 0
2025-08-04 13F Atria Investments Llc 3,230 436
2025-08-12 13F Laurel Wealth Advisors LLC 483,444 44,663.33 4 -97.71
2025-08-14 13F Fmr Llc 886,816 -7.56 119,756 2.31
2025-07-23 13F Richwood Investment Advisors, LLC 1,526 206
2025-07-31 13F 180 Wealth Advisors, Llc 2,565 -4.22 346 6.13
2025-08-13 13F My Purposeful Wealth Corp. 109,053 -0.80 15,072 12.37
2025-07-02 13F Helen Stephens Group, LLC 29,742 21.08 4,016 34.05
2025-07-25 13F Cwm, Llc 487,385 -0.56 66 10.17
2025-08-14 13F Ieq Capital, Llc 45,231 34.00 6,108 48.32
2025-07-18 13F Heritage Financial Services, LLC 133,906 -4.96 18,083 5.19
2025-08-07 13F Fidelis Capital Partners, LLC 11,345 5.30 1,568 21.10
2025-07-21 13F Old Second National Bank Of Aurora 2,402 -3.61 324 6.58
2025-08-08 13F Compass Wealth Management LLC 0 -100.00 0
2025-08-14 13F EP Wealth Advisors, Inc. 20,063 -26.51 2,709 -18.67
2025-07-30 13F Retirement Planning Group 25,615 -12.12 3,459 -2.73
2025-08-05 13F Cherry Tree Wealth Management, LLC 16,759 0.56 2,263 11.31
2025-07-24 13F Drucker Wealth 3.0, LLC 25,799 80.29 3,525 101.95
2025-08-14 13F Ruggaard & Associates LLC 3,410 -22.82 460 -14.66
2025-08-11 13F FSA Wealth Management LLC 1,288 0.00 174 10.19
2025-08-14 13F Financial Engines Advisors L.L.C. 21,237 10.93 2,868 22.73
2025-08-13 13F Rsm Us Wealth Management Llc 95,380 0.36 12,880 11.08
2025-07-25 13F Keener Financial Planning LLC 5,836 317.16 1
2025-07-15 13F BCS Wealth Management 6,546 -4.02 1
2025-07-15 13F Sheets Smith Wealth Management 42,533 -0.39 5,744 10.25
2025-07-28 13F Duncker Streett & Co Inc 717 82.91 97 104.26
2025-08-12 13F Garrett Wealth Advisory Group, LLC 0 -100.00 0
2025-04-01 13F Cornerstone Planning, LLC 3,475 447
2025-07-25 13F Almanack Investment Partners, LLC. 9,053 -0.08 1,223 10.59
2025-08-08 13F Tortoise Investment Management, LLC 132,197 2.03 17,852 12.93
2025-05-15 13F/A Orion Portfolio Solutions, LLC 453,892 1.26 55,379 -3.95
2025-07-02 13F Doliver Advisors, Lp 34,124 -6.43 4,608 3.57
2025-04-30 13F Sofos Investments, Inc. 3,591 438
2025-07-22 13F Accel Wealth Management 1,711 3.45 231 14.93
2025-07-16 13F/A CX Institutional 4,020 0.02 1
2025-07-01 13F Harbor Investment Advisory, Llc 6,045 1.56 816 12.40
2025-08-01 13F Envestnet Asset Management Inc 4,389,579 80.69 592,755 99.98
2025-08-08 13F Symphony Financial Services, Inc. 28,045 4.77 3,787 15.99
2025-07-30 13F Private Capital Advisors, Inc. 3,505 0.00 473 10.77
2025-07-23 13F Madden Advisory Services, Inc. 5,256 -0.08 710 10.61
2025-08-14 13F Hamilton Capital, LLC 16,835 0.00 2,273 10.66
2025-08-11 13F Private Advisor Group, LLC 331,639 -4.52 44,784 5.68
2025-07-10 13F Professional Financial Advisors, LLC 11,487 3.26 1,551 14.30
2025-04-23 13F Winebrenner Capital Management Llc 0 -100.00 0
2025-07-23 13F Peak Financial Management, Inc. 17,089 0.15 2,308 10.86
2025-08-11 13F von Borstel & Associates, Inc. 0 -100.00 0
2025-08-12 13F Fortem Financial Group, Llc 0 -100.00 0
2025-07-31 13F Forte Asset Management Llc 27,432 0.00 3,704 10.70
2025-08-12 13F Financial Advocates Investment Management 1,784 -87.56 241 -86.29
2025-07-14 13F Chapin Davis, Inc. 4,978 0.10 672 10.89
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 327,410 0.56 44,213 11.30
2025-07-15 13F Fortitude Family Office, LLC 192 0.52 26 8.70
2025-07-08 13F Next Level Private LLC 4,724 0.30 638 10.98
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 396,667 -10.15 53,566 -0.55
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 392,660 -11.95 53,025 -2.55
2025-07-16 13F MontVue Capital Management, Inc. 187,645 6.41 25,340 17.77
2025-07-31 13F Sage Mountain Advisors LLC 50,139 71.30 6,771 89.58
2025-07-17 13F MBA Advisors LLC 39,490 -1.88 5,333 8.59
2025-07-22 13F Wealthcare Advisory Partners LLC 28,342 -0.79 3,827 9.81
2025-07-11 13F Marshall & Sullivan Inc /wa/ 520 70
2025-08-12 13F SRS Capital Advisors, Inc. 30,857 -1.89 6,217 62.03
2025-07-18 13F Naples Global Advisors, Llc 61,819 -0.27 8,348 10.39
2025-08-14 13F Douglass Winthrop Advisors, LLC 2,995 14.97 404 27.44
2025-08-08 13F Pioneer Trust Bank N A/or 11,750 0.00 1,587 10.68
2025-07-18 13F Northstar Group, Inc. 1,705 230
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 24,800 0.00 3,349 10.68
2025-08-07 13F Birchcreek Wealth Management, LLC 2,184 14.41 295 26.72
2025-08-11 13F FineMark National Bank & Trust 2,188 17.38 295 29.96
2025-07-22 13F Mascoma Wealth Management LLC 79 0.00 11 11.11
2025-08-11 13F United Capital Financial Advisers, Llc 178,649 -2.08 24,125 8.37
2025-07-09 13F Catalyst Private Wealth, Llc 173,422 -18.92 23,419 -10.27
2025-07-24 13F Trevian Wealth Management LLC 162,988 22
2025-08-05 13F Transatlantique Private Wealth Llc 1,489 201
2025-07-15 13F Garrett Investment Advisors LLC 5,605 0.65 757 11.34
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 1,771 0.11 239 11.16
2025-07-15 13F MCF Advisors LLC 175 0.00 24 9.52
2025-07-23 13F Charter Trust Co 64,421 18.87 8,699 31.56
2025-07-18 13F Bartlett & Co. Wealth Management Llc 6,716 -0.49 907 10.09
2025-07-31 13F Leavell Investment Management, Inc. 1,695 0.00 229 10.68
2025-07-31 13F Sentinel Trust Co Lba 1,793,612 -1.29 242 9.50
2025-08-06 13F Vantage Financial Partners, LLC 431,434 -1.32 58,261 9.21
2025-07-15 13F GSB Wealth Management, LLC 16,739 0.56 2,260 11.28
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 1,203,768 12.37 162,557 24.37
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 9,751 -18.24 1,317 -9.55
2025-08-08 13F Capital Investment Counsel, Inc 342 46
2025-08-14 13F Fairview Capital Investment Management, Llc 34,050 0.00 4,598 10.69
2025-04-23 13F Financial Life Planners 0 -100.00 0
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 15,670 0.00 2,116 10.73
2025-07-18 13F Marino, Stram & Associates Llc 10,272 0.00 1,387 10.69
2025-08-11 13F One Capital Management, LLC 6,917 6.40 934 17.78
2025-08-04 13F Assetmark, Inc 15,011 9.30 2,027 21.01
2025-07-28 13F Arlington Financial Advisors, LLC 0 -100.00 0
2025-08-13 13F Level Four Advisory Services, Llc 10,983 -2.04 1,483 8.41
2025-07-11 13F Kaufman Rossin Wealth, LLC 107,354 5.02 14,497 16.24
2025-08-12 13F BlueStem Wealth Partners, LLC 13,226 -2.52 1,786 7.92
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 58 8
2025-07-17 13F/A Capital Investment Advisors, LLC 9,489 11.09 1,281 22.94
2025-08-07 13F Donaldson Capital Management, Llc 0 -100.00 0
2025-08-13 13F Icapital Wealth Llc 3,045 0.00 411 10.78
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 623,880 -5.22 84 5.00
2025-07-22 13F Dougherty Wealth Advisers LLC 66 0.00 9 0.00
2025-08-14 13F Modern Wealth Management, LLC 137,826 17.01 18,612 29.51
2025-08-07 13F Midwest Trust Co 8,069 1,090
2025-08-01 13F Centerpoint Advisors, LLC 16,230 8.47 2 100.00
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 58,487 3.55 7,898 23.21
2025-08-05 13F Tiaa Trust, National Association 22,696 3.07 3,065 14.07
2025-07-23 13F High Note Wealth, LLC 464 0.00 63 10.71
2025-05-21 13F McAdam, LLC 0 -100.00 0
2025-07-21 13F Qrg Capital Management, Inc. 6,176 82.51 834 102.43
2025-08-06 13F Financial Advisory Corp /ut/ /adv 1,898 0.00 0
2025-08-15 13F Resources Management Corp /ct/ /adv 49 -44.94 0
2025-08-07 13F Resources Investment Advisors, LLC. 119,717 -3.16 16,167 7.19
2025-08-13 13F Grove Street Fiduciary, LLC 2,206 0.00 298 10.41
2025-07-15 13F Td Private Client Wealth Llc 16,697 -13.86 2,255 -4.69
2025-07-25 13F Gibson Capital, LLC 7,805 15.02 1,054 27.45
2025-07-22 13F Miracle Mile Advisors, LLC 197,607 662.23 26,685 743.63
2025-07-21 13F New Century Financial Group, LLC 2,061 278
2025-08-01 13F Ashton Thomas Private Wealth, LLC 89,090 -0.52 12,031 10.09
2025-08-05 13F GHP Investment Advisors, Inc. 6,909 0.00 933 10.68
2025-08-11 13F Blue Bell Private Wealth Management, Llc 4,597 -4.98 621 5.08
2025-08-29 13F Total Investment Management Inc 606 82
2025-07-23 13F Schrum Private Wealth Management LLC 18,529 9.13 2,502 20.81
2025-07-17 13F Northwest Wealth Management, Llc 314,450 -1.73 42,463 8.76
2025-04-11 13F Safeguard Financial, LLC 4,244 0.02 518 -5.14
2025-07-23 13F Elevate Wealth Advisory, Inc 105,228 -2.18 14,210 8.27
2025-08-14 13F Mariner, LLC 1,114,306 1.14 150,312 11.95
2025-08-12 13F SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3,886 -1.79 540 12.03
2025-07-24 13F True Link Financial Advisors, LLC 1,059,177 10.30 143,031 22.08
2025-07-21 13F Ascent Group, LLC 7,089 -10.70 957 -1.14
2025-08-13 13F Parkworth Wealth Management, Inc. 7,783 20.65 1,051 33.55
2025-07-16 13F Magnus Financial Group LLC 2,102 12.47 284 24.67
2025-07-17 13F Centennial Wealth Advisory LLC 19,514 2,600
2025-08-14 13F Helium Advisors LLC 8,846 -1.55 1,195 8.94
2025-08-14 13F Keebeck Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Advisor OS, LLC 2,983 -2.52 403 7.77
2025-08-13 13F Cerity Partners LLC 2,030,281 -3.35 274,169 6.97
2025-08-11 13F Strategic Wealth Partners, Ltd. 473 64
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 63,265 -1.20 8,543 9.36
2025-08-11 13F HHM Wealth Advisors, LLC 4,731 1,094.70 639 1,229.17
2025-08-14 13F Financial Advisory Service, Inc. 42,137 2.30 5,690 13.23
2025-08-14 13F/A Rockefeller Capital Management L.P. 104,010 11.63 14,046 23.55
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100.00 0
2025-07-31 13F MN Wealth Advisors, LLC 10,286 -8.70 1,389 1.09
2025-07-10 13F Exchange Traded Concepts, Llc 148,411 20,041
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 346 0.29 47 9.52
2025-05-07 13F Spectrum Wealth Counsel, LLC 769 -0.65 94 -6.06
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 21,753 175.63 2,938 205.30
2025-07-09 13F Goelzer Investment Management, Inc. 2,808 0.00 379 10.82
2025-08-14 13F Tennessee Valley Asset Management Partners 0 -100.00 0
2025-07-11 13F William Howard & Co Financial Advisors Inc 3,957 34.36 534 48.75
2025-07-24 13F Mengis Capital Management, Inc. 2,926 -8.73 395 1.02
2025-07-18 13F Magnolia Private Wealth, LLC 16,987 -0.19 2,294 10.45
2025-08-13 13F Ofc Financial Planning, Llc 4,683 2.38 632 13.26
2025-08-14 13F Mercer Global Advisors Inc /adv 310,565 -3.57 41,940 6.76
2025-07-28 13F Cypress Wealth Services, LLC 8,475 -3.15 1,144 7.22
2025-08-14 13F Evergreen Capital Management Llc 2,980 0.00 402 10.74
2025-08-01 13F Yukon Wealth Management, Inc. 41,793 1.80 5,644 12.66
2025-07-17 13F Financial Designs Corp 267,136 -1.56 36,074 8.96
2025-07-25 13F Sharp Financial Services, LLC 4,900 662
2025-07-07 13F Kings Path Partners LLC 24,216 5.87 3,270 17.20
2025-08-14 13F Pinnacle Family Advisors, LLC 11,200 -14.35 1,505 -5.71
2025-07-17 13F Claris Advisors, Llc / Mo / 46,513 -11.47 6,281 -2.01
2025-08-12 13F Zacks Investment Management 2,880 2.16 389 13.12
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-08-07 13F Samalin Investment Counsel, LLC 32,574 16.90 4,399 29.39
2025-07-23 13F Kingswood Wealth Advisors, Llc 4,157 0.17 561 10.87
2025-08-15 13F High Falls Advisors, Inc 2,908 68.09 393 85.78
2025-07-10 13F Orgel Wealth Management, LLC 7,065 0.00 954 10.67
2025-08-13 13F Congress Wealth Management LLC / DE / 15,646 22.38 2,113 34.95
2025-07-30 13F/A KPP Advisory Services LLC 6,704 0.00 905 10.77
2025-08-04 13F BLB&B Advisors, LLC 355,895 2.98 48,060 13.98
2025-07-09 13F Pallas Capital Advisors LLC 1,520 205
2025-07-29 13F Financial Symmetry Inc 2,134 0.00 288 10.77
2025-08-12 13F Franklin Resources Inc 40,683 0.28 5,494 10.97
2025-08-12 13F FourThought Financial Partners, LLC 9,796 0.00 1,323 10.63
2025-07-14 13F AdvisorNet Financial, Inc 20,855 1.35 2,816 12.19
2025-07-25 13F NorthRock Partners, LLC 5,954 7.71 804 19.29
2025-07-17 13F Norris Perne & French Llp/mi 3,265 0.00 441 10.55
2025-07-17 13F San Luis Wealth Advisors LLC 7,478 -5.38 1
2025-04-15 13F Noble Wealth Management PBC 227 0.00 28 -6.90
2025-08-12 13F NFP Retirement, Inc. 124,896 -0.04 16,866 10.63
2025-07-14 13F Capstone Wealth Management, LLC 3,039 -57.43 410 -52.87
2025-08-13 13F Kilter Group LLC 1,434 194
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100.00 0
2025-07-23 13F Ironwood Financial, llc 52,153 0.00 6,363 0.00
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 47,633 2.08 6,432 12.98
2025-07-09 13F Keystone Wealth Services, LLC 7,326 0.03 989 10.75
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 3,134 -3.89 423 10.73
2025-07-16 13F True North Advisors, LLC 5,846 0.02 789 10.66
2025-08-14 13F First Commonwealth Financial Corp /pa/ 2,878 0.00 389 10.54
2025-07-15 13F Maseco Llp 673 91
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 48 0.00 6 20.00
2025-08-12 13F Bokf, Na 22,780 -6.76 3,076 3.22
2025-08-12 13F Eldridge Investment Advisors, Inc. 332,205 1.72 44,861 12.58
2025-08-13 13F Bernardo Wealth Planning LLC 140,604 8.05 19 20.00
2025-08-15 13F Equitable Holdings, Inc. 189,254 -41.35 25,557 -35.08
2025-08-08 13F VERITY Wealth Advisors 4,282 0.00 578 10.73
2025-08-08 13F Advisors Capital Management, LLC 8,034 -10.26 1,085 -0.73
2025-08-07 13F Aegis Wealth Management LLC 47,167 0.00 5,755 0.00
2025-07-18 13F Wetzel Investment Advisors, Inc. 4,777 -6.81 645 3.20
2025-08-11 13F Brass Tax Wealth Management, Inc 4,359 3.79 589 14.84
2025-05-08 13F Us Financial Advisors, Llc 1,840 0.00 224 -5.08
2025-07-17 13F Albion Financial Group /ut 6,885 0.00 930 10.60
2025-07-14 13F Friday Financial 325,839 6.06 44,001 16.12
2025-07-22 13F Kickstand Ventures, Llc. 3,438 -9.95 464 -0.22
2025-08-14 13F Arete Wealth Advisors, LLC 4,950 -6.90 1
2025-08-14 13F Glenview Trust Co 97,166 2.75 13,121 13.72
2025-07-31 13F Pinnacle Wealth Management Group, Inc. 5,798 1.93 783 12.84
2025-07-31 13F Carnegie Capital Asset Management, LLC 2,851 42.48 385 74.55
2025-08-07 13F Summit X, LLC 15,783 3.91 2,131 15.00
2025-08-14 13F Avid Wealth Partners LLC 0 -100.00 0
2025-07-22 13F Petros Family Wealth, LLC 1,828 -14.90 247 -6.11
2025-08-11 13F Principal Securities, Inc. 159,024 188.94 21,475 203.39
2025-07-17 13F Lauterbach Financial Advisors, LLC 21,046 22.89 2,842 36.05
2025-05-23 NP EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K 14,990 -18.49 1,829 -22.71
2025-07-21 13F Pflug Koory, LLC 293 10.98 40 21.88
2025-07-22 13F Schwab Charitable Fund 59,260 0.28 8,002 10.98
2025-05-09 13F Ball & Co Wealth Management Inc. 0 -100.00 0
2025-07-25 13F JustInvest LLC 2,329 0.43 315 11.70
2025-08-05 13F Beckerman Institutional, LLC 5,798 0.00 1
2025-07-14 13F Foster Group, Inc. 23,714 3,202
2025-07-14 13F Ai Financial Services Llc 55,319 1.09 7,470 11.89
2025-07-10 13F Sharkey, Howes & Javer 5,014 101.93 677 124.17
2025-07-17 13F DiNuzzo Private Wealth, Inc. 112 0.00 15 15.38
2025-07-10 13F Focus Financial Network, Inc. 8,341 23.94 1,126 37.15
2025-08-13 13F Crescent Grove Advisors, LLC 91,007 -2.52 12,290 7.89
2025-05-13 13F Shorepoint Capital Partners LLC 2,513 0.28 307 -4.97
2025-07-25 13F Libra Wealth Llc 41,492 1.44 5,603 12.28
2025-08-14 13F KKM Financial LLC 3,510 0.00 474 10.51
2025-07-15 13F Surience Private Wealth Llc 2,068 -0.43 279 10.28
2025-07-17 13F Kavar Capital Partners Group, Llc 5,054 682
2025-08-04 13F Live Oak Private Wealth LLC 3,055 0.00 413 10.75
2025-08-06 13F/A Flagship Private Wealth, LLC 54,838 2.81 7,405 13.80
2025-08-08 13F Creative Planning 2,117,760 -1.20 285,982 9.35
2025-08-11 13F Culbertson A N & Co Inc 3,695 0.00 499 10.67
2025-07-08 13F Juncture Wealth Strategies, Llc 1,512 204
2025-07-28 13F Sagespring Wealth Partners, Llc 99,804 -1.22 13,478 9.33
2025-07-31 13F/A Avion Wealth 3,107 0.00 0
2025-08-13 13F Wrenne Financial Planning LLC 1,614 218
2025-07-23 13F Clear Creek Financial Management, LLC 2,096 -3.72 283 6.79
2025-07-17 13F Heritage Investment Group, Inc. 1,773 0.00 239 10.65
2025-08-14 13F Ausdal Financial Partners, Inc. 0 -100.00 0
2025-07-28 13F Cornerstone Wealth Group, LLC 36,490 -4.73 4,928 5.44
2025-08-13 13F Mount Yale Investment Advisors, LLC 19,002 -1.19 2,566 9.34
2025-06-24 NP TNQIX - 1290 Retirement 2055 Fund Class I 9,830 7.90 1,189 -1.41
2025-08-13 13F Keystone Financial Group 35,142 1.15 4,752 12.08
2025-07-23 13F Indiana Trust & Investment Management CO 2,758 0.00 372 10.71
2025-07-24 13F McKinley Carter Wealth Services, Inc. 1,877 0.00 254 10.48
2025-08-08 13F VeraBank, N.A. 5,721 -37.92 773 -31.32
2025-07-17 13F Fifth Third Securities, Inc. 59,549 7.92 8,042 19.44
2025-07-17 13F G&S Capital LLC 1,763 0.00 238 10.70
2025-08-06 13F Walkner Condon Financial Advisors LLC 14,326 1.68 1,935 12.57
2025-07-21 13F Jmac Enterprises Llc 95,801 21.92 12,937 34.93
2025-07-18 13F Vicus Capital 4,951 -0.30 669 10.41
2025-07-25 13F We Are One Seven, LLC 11,257 73.05 1,520 91.68
2025-08-01 13F GoalVest Advisory LLC 1,894 257.36 256 298.44
2025-07-25 13F Concord Wealth Partners 268 8.06 36 20.00
2025-08-04 13F Premier Path Wealth Partners, LLC 7,402 0.00 1,000 10.63
2025-08-13 13F EverSource Wealth Advisors, LLC 1,961 -1.21 265 9.09
2025-08-04 13F Amplius Wealth Advisors, LLC 64,771 5.84 8,747 17.14
2025-08-04 13F Ledyard National Bank 2,052 0.00 277 10.80
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-07-17 13F Wagner Wealth Management, Llc 50 0.00 7 0.00
2025-07-21 13F Hilltop National Bank 367 0.00 50 4.26
2025-08-08 13F Wealth Alliance 3,194 -11.18 431 -1.60
2025-08-04 13F Pensionmark Financial Group, Llc 15,853 6.65 2,141 18.04
2025-08-04 13F Center for Financial Planning, Inc. 840 0.00 113 10.78
2025-07-29 13F Rodgers & Associates, LTD 8,491 25.42 1,147 38.74
2025-07-16 13F Sylvest Advisors, LLC 8,322 -11.50 1,124 -2.09
2025-07-28 13F Curated Wealth Partners LLC 9,301 0.00 1,256 10.76
2025-07-29 13F Sowa Financial Group, Inc. 16,724 -0.30 2 0.00
2025-05-15 13F Hall Laurie J Trustee 0 -100.00 0
2025-08-07 13F Private Advisory Group LLC 0 -100.00 0
2025-07-23 13F Vontobel Holding Ltd. 39,589 -8.83 5,346 0.91
2025-07-23 13F Heck Capital Advisors, LLC 180,368 4.07 24,357 15.18
2025-07-30 13F Patten Group, Inc. 13,586 -2.65 1,835 7.76
2025-07-31 13F Richards, Merrill & Peterson, Inc. 2,350 0.00 317 10.84
2025-07-18 13F Institute for Wealth Management, LLC. 9,482 -0.41 1,280 10.25
2025-07-15 13F FLP Wealth Management, LLC 0 -100.00 0
2025-08-11 13F Dorsey & Whitney Trust CO LLC 26,677 4.00 3,602 15.12
2025-05-15 13F Alexis Investment Partners, LLC 0 -100.00 0
2025-08-05 13F Bank of New York Mellon Corp 172,523 4.99 23,298 16.20
2025-08-07 13F Davis R M Inc 5,902 0.00 797 10.69
2025-07-29 13F Arista Wealth Management, LLC 5,744 776
2025-08-12 13F Coldstream Capital Management Inc 12,840 236.57 1,734 272.69
2025-08-15 13F Semmax Financial Advisors Inc. 2,227 1.55 310 14.44
2025-07-14 13F Kfg Wealth Management, Llc 1,593 215
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 0 -100.00 0
2025-07-30 13F Whittier Trust Co 5,295 79.67 715 99.16
2025-07-15 13F Patriot Investment Management Inc. 60,801 -14.02 8,211 -4.84
2025-07-11 13F Quad-Cities Investment Group, LLC 19,659 2.24 2,655 13.18
2025-07-17 13F Clean Yield Group 0 -100.00 0
2025-08-13 13F Allie Family Office LLC 36,436 2.30 4,920 13.23
2025-07-18 13F Nabity-Jensen Investment Management Inc 6,092 0.00 823 10.63
2025-07-30 13F Pittenger & Anderson Inc 1,004 0.00 136 10.66
2025-08-07 13F 49 Wealth Management, Llc 2,451 0.12 331 10.74
2025-08-12 13F Sfmg, Llc 7,343 0.14 992 10.85
2025-07-10 13F ARS Wealth Advisors Group, LLC 4,424 -0.90 597 9.74
2025-07-31 13F WFA Asset Management Corp 0 -100.00 0
2025-08-04 13F Linscomb & Williams, Inc. 1,886 0.00 255 10.43
2025-08-04 13F Integrity Alliance, Llc. 16,983 -23.88 2,293 -15.76
2025-08-12 13F Southeast Asset Advisors Inc. 8,434 -0.14 1,139 10.49
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100.00 0 -100.00
2025-07-25 13F Pandora Wealth, Inc. 31 0.00 4 33.33
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II 208,761 2.95 28,191 13.94
2025-08-01 13F Liberty Wealth Management Llc 1,789 0.22 242 11.06
2025-08-11 13F Brown Brothers Harriman & Co 3,208 -8.45 433 1.41
2025-07-11 13F Grove Bank & Trust 66,089 0.00 8,925 10.68
2025-08-12 13F Cadence Wealth Management LLC 4,456 14.87 602 27.06
2025-08-06 13F Commonwealth Equity Services, Llc 1,602,451 -1.46 216 9.09
2025-08-12 13F Tarbox Family Office, Inc. 5,167 -22.95 698 -14.79
2025-08-14 13F Fort Point Capital Partners LLC 3,917 0.00 529 10.69
2025-08-13 13F Millstone Evans Group, LLC 1,305 0.00 176 10.69
2025-05-06 13F Fagan Associates, Inc. 0 -100.00 0
2025-08-01 13F Auto-Owners Insurance Co 2,993,410 8.79 404,230 95.50
2025-07-30 13F Avidian Wealth Solutions, LLC 8,779 0.79 1,185 11.58
2025-08-13 13F Green Harvest Asset Management LLC 2,158 9.04 291 20.75
2025-08-01 13F Bessemer Group Inc 28,165 0.00 4 0.00
2025-08-14 13F Sterling Wealth Management, Inc. 2,113 0.00 285 5.17
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 6,420 0.27 867 10.88
2025-07-15 13F Evanson Asset Management, LLC 3,771 0.00 509 10.65
2025-07-17 13F Poinciana Advisors Group, Llc 3,549 19.13 479 31.96
2025-07-30 13F Paragon Advisors, LLC 4,889 57.71 660 74.60
2025-08-14 13F Summit Trail Advisors, Llc 63,432 8,566
2025-08-01 13F Clark Asset Management, LLC 20,582 0.08 2,779 10.76
2025-07-22 13F Valley National Advisers Inc 370 -1.07 0
2025-07-25 13F Hassell Wealth Management, LLC 41,488 1.32 5,759 19.96
2025-07-25 13F Investment Advisory Group, LLC 41,648 0.76 5,624 11.52
2025-08-04 13F Spire Wealth Management 5,811 -75.63 785 -73.05
2025-07-30 13F Bogart Wealth, LLC 12,687 0.83 1,713 11.60
2025-04-29 13F Hm Payson & Co 28 0.00 3 0.00
2025-07-14 13F CRA Financial Services, LLC 2,504 -0.99 338 9.74
2025-08-13 13F Capital Analysts, Inc. 336,843 0.30 45 12.50
2025-07-17 13F Fiduciary Advisors, Inc. 6,588 -7.38 890 2.54
2025-08-05 13F Smith Shellnut Wilson Llc /adv 97,920 0.00 13,223 10.68
2025-07-28 13F Axxcess Wealth Management, Llc 14,735 21.59 1,990 34.57
2025-08-05 13F J. W. Coons Advisors, LLC 3,541 0.11 478 10.90
2025-08-01 13F Pasadena Private Wealth, LLC 12,551 17.12 1,695 29.61
2025-08-14 13F Macquarie Group Ltd 182,198 -6.94 24,604 3.01
2025-07-17 13F Clear Point Advisors Inc. 4,939 -1.83 667 8.65
2025-07-14 13F Opal Wealth Advisors, LLC 816 0.12 110 11.11
2025-04-28 13F Pinnacle Financial Partners Inc 41,450 -0.23 5,057 -5.35
2025-07-17 13F Janney Montgomery Scott LLC 105,581 -0.68 14 16.67
2025-07-22 13F Marietta Wealth Management, LLC 3,336 1.00 450 11.94
2025-05-01 13F Hughes Financial Services, LLC 0 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 471,707 1.32 64,539 13.62
2025-08-14 13F Quantinno Capital Management LP 173,857 3.35 23,478 14.38
2025-08-18 13F/A National Bank Of Canada /fi/ 84,042 325.27 11,348 370.63
2025-08-14 13F Raymond James Financial Inc 2,361,504 -1.58 318,897 8.94
2025-08-05 13F Ellevest, Inc. 0 -100.00 0
2025-08-11 13F Diversified Portfolios, Inc. 44,326 4.55 5,986 15.72
2025-08-13 13F Argyle Capital Partners, LLC 1,963 0.10 265 10.88
2025-08-12 13F Aviso Financial Inc. 346,144 6.85 46,729 18.36
2025-07-15 13F Family Wealth Partners, Llc 277,018 2.80 37,409 13.79
2025-08-06 13F Valtinson Bruner Financial Planning LLC 3,268 -3.97 441 6.27
2025-08-14 13F Wick Capital Partners, LLC 6,651 -99.24 120,004 11.97
2025-07-17 13F Spectrum Strategic Capital Management, LLC 167,310 -61.25 22,594 -57.11
2025-08-14 13F Benjamin Edwards Inc 3,586 53.12 484 69.82
2025-07-31 13F Topsail Wealth Management, LLC 12 0.00 2 0.00
2025-08-12 13F Twin Focus Capital Partners, Llc 153,296 -8.31 20,701 1.49
2025-08-12 13F Rather & Kittrell, Inc. 28,454 -5.66 3,842 4.43
2025-08-28 13F/A Tolleson Wealth Management, Inc. 276,648 -0.49 37,359 10.14
2025-08-14 13F Synovus Financial Corp 8,705 -0.33 1,176 10.33
2025-07-22 13F Capital City Trust Co/fl 6,992 -2.47 944 8.01
2025-08-05 13F Dunhill Financial, LLC 9,338 -13.60 1,261 -4.32
2025-08-12 13F JMG Financial Group, Ltd. 2,376 0.00 321 10.73
2025-08-11 13F First American Trust, Fsb 5,030 8.76 679 20.39
2025-07-16 13F St Germain D J Co Inc 858 0.00 116 10.58
2025-08-12 13F Park Square Financial Group, LLC 395 52.51 53 70.97
2025-08-14 13F Royal Bank Of Canada 1,146,739 -0.99 154,856 9.59
2025-07-31 13F Darden Wealth Group Inc 2,859 0.00 386 10.92
2025-08-28 NP ELM - Elm Market Navigator ETF 22,557 -89.65 3,046 -88.55
2025-07-28 13F RCS Financial Planning, LLC 2,673 6.20 361 17.59
2025-07-22 13F Old National Bancorp /in/ 3,728 60.69 503 77.74
2025-07-22 13F JSF Financial, LLC 32,306 -4.84 4,363 5.34
2025-08-08 13F Hudock, Inc. 45,206 5.26 6,105 16.51
2025-08-08 13F WASHINGTON TRUST Co 0 -100.00 0
2025-08-08 13F Emerald Investment Partners, Llc 10,236 71.06 1,382 89.32
2025-05-13 13F CacheTech Inc. 8,860 -0.16 1,081 -5.26
2025-07-08 13F Hickory Point Bank & Trust 139,250 -1.35 18,804 9.19
2025-08-11 13F Resurgent Financial Advisors LLC 4,489 -0.02 606 10.79
2025-07-18 13F Pure Financial Advisors, Inc. 332,873 -1.12 44,951 9.44
2025-07-29 13F Fundamentun, Llc 963,792 -2.34 130,151 8.09
2025-08-18 13F Tyler-Stone Wealth Management 45,689 -1.32 6,170 9.22
2025-08-26 13F/A Thrivent Financial For Lutherans 99,827 -43.35 13 -40.91
2025-08-04 13F AMG National Trust Bank 2,989 0.00 404 10.71
2025-07-25 13F Tranquility Partners, LLC 16,805 0.77 2,269 11.55
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-08-14 13F C M Bidwell & Associates Ltd 4,318 0.00 583 10.84
2025-07-18 13F PFG Investments, LLC 55,797 12.22 7,535 24.20
2025-08-14 13F Comerica Bank 134,503 1.71 18,163 12.57
2025-07-28 13F Pettinga Financial Advisors, LLC 5,335 -81.54 720 -79.59
2025-08-13 13F Johnson Financial Group, Inc. 6,153 -10.74 831 -1.31
2025-08-12 13F Cornerstone Wealth Management, LLC 1,920 -4.38 259 6.15
2025-07-17 13F Patton Albertson Miller Group, Llc 197,234 -4.89 26,635 5.27
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 13,471 -1.83 1,819 8.66
2025-08-14 13F Smartleaf Asset Management LLC 982 16.49 132 28.43
2025-08-14 13F Icon Wealth Advisors, LLC 13,880 0.00 1,874 10.69
2025-07-30 13F Principle Wealth Partners Llc 4,956 112.70 669 135.56
2025-07-15 13F Graypoint LLC 8,038 -6.83 1,085 3.14
2025-07-17 13F Paradigm Financial Partners, Llc 15,701 -6.49 2,120 3.52
2025-07-22 13F Unique Wealth, Llc 19,917 -31.79 2,690 -24.51
2025-07-30 13F/A Old Point Trust & Financial Services N A 250 0.00 34 10.00
2025-07-18 13F Trust Co Of Vermont 263 0.00 36 9.38
2025-07-10 13F Sovran Advisors, LLC 2,211 22.70 300 45.63
2025-07-21 13F Monticello Wealth Management, Llc 110,421 -1.03 14,911 9.54
2025-07-25 13F Sovereign Financial Group, Inc. 10,165 -0.37 1,373 10.29
2025-08-25 NP MML Series Investment Fund II - MML Blend Fund Initial Class 1,551,486 -3.61 209,513 6.68
2025-07-31 13F Manuka Financial, LLC 15,954 2,154
2025-05-12 13F Sandy Spring Bank 4,276 2.10 522 -3.16
2025-07-07 13F Wealth Alliance Advisory Group, LLC 4,293 0.00 580 10.71
2025-08-11 13F Tidemark, LLC 2,300 0.00 311 10.71
2025-07-10 13F Family Legacy Financial Solutions, LLC 63 9
2025-08-06 13F DDFG, Inc 114,823 0.83 15,506 11.59
2025-07-22 13F SOL Capital Management CO 5,644 6.91 1
2025-08-13 13F VestGen Advisors, LLC 32,171 2.22 4,344 13.13
2025-08-05 13F Snider Financial Group 19,160 -4.44 2,587 5.76
2025-08-14 13F Aspen Grove Capital, LLC 0 -100.00 0
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 4,932 0.00 666 10.82
2025-08-05 13F 5T Wealth, LLC 5,125 -8.95 692 0.87
2025-08-04 13F Arcadia Wealth Management, Inc. 2,040 0.00 275 10.89
2025-07-16 13F Colton Groome Financial Advisors, Llc 2,169 -0.91 293 10.61
2025-08-13 13F Northwestern Mutual Wealth Management Co 443,310 5.47 59,865 16.73
2025-08-15 13F First Heartland Consultants, Inc. 45,707 -0.95 6,172 9.63
2025-07-03 13F Whitcomb & Hess, Inc. 14,355 -4.21 1,939 6.02
2025-07-24 13F Tandem Capital Management Corp /adv 2,012 0.00 272 10.61
2025-05-01 13F Quest 10 Wealth Builders, Inc. 1,439 -17.25 176 -21.52
2025-07-22 13F Duncan Williams Asset Management, LLC 3,438 464
2025-08-14 13F Ancora Advisors, LLC 660,503 1.55 89,194 12.39
2025-07-24 13F Brandywine Oak Private Wealth Llc 6,182 2.44 835 13.32
2025-07-31 13F University of Maryland Foundation, Inc. 0 -100.00 0
2025-08-08 13F Altfest L J & Co Inc 2,201 0.32 297 11.24
2025-08-08 13F Advyzon Investment Management, LLC 4,025 543
2025-07-10 13F Trust Point Inc. 1,780 0.00 240 10.60
2025-07-15 13F Legacy Financial Group LLC 35,038 12.03 4,732 24.01
2025-05-16 13F Empowered Funds, LLC 0 -100.00 0
2025-08-25 13F Fulcrum Equity Management 80,410 0.27 10,859 10.98
2025-07-31 13F BIP Wealth, LLC 15,640 0.70 2,112 11.51
2025-08-13 13F Cheviot Value Management, LLC 121 0.00 17 14.29
2025-07-14 13F Pacifica Partners Inc. 551 74
2025-07-11 13F Diversified Trust Co 2,883 4.04 389 15.09
2025-07-15 13F Missouri Trust & Investment Co 100 0.00 14 8.33
2025-08-12 13F Power Wealth Management Llc 3,586 12.59 484 24.74
2025-08-01 13F Corrado Advisors, Llc 8,100 0.15 1,094 10.85
2025-04-25 13F TBH Global Asset Management, LLC 0 -100.00 0
2025-08-08 13F Foundations Investment Advisors, LLC 47,604 -24.51 6,428 -16.45
2025-08-13 13F Serenus Wealth Advisors, LLC 18,198 -23.63 2,457 -15.48
2025-07-16 13F Cadent Capital Advisors, LLC 4,839 0.00 653 10.68
2025-08-12 13F Nemes Rush Group LLC 10,922 17.68 1,475 30.21
2025-08-14 13F Mpwm Advisory Solutions, Llc 510 940.82 69 1,260.00
2025-07-14 13F Brady Martz Wealth Solutions, LLC 350,866 73.34 47,381 91.85
2025-08-07 13F Proficio Capital Partners LLC 2,000 0.00 270 10.66
2025-07-14 13F Park Avenue Securities Llc 47,051 72.30 6 100.00
2025-07-21 13F Cardinal Strategic Wealth Guidance 88 0.00 12 10.00
2025-07-29 13F Kanawha Capital Management Llc 2,993 0.00 404 10.68
2025-08-14 13F Family Management Corp 94,333 3.60 12,739 14.66
2025-05-08 13F Essential Planning, LLC. 0 -100.00 0
2025-08-08 13F/A Ignite Planners, LLC 2,000 275
2025-04-14 13F Regent Peak Wealth Advisors LLC 96,312 -4.13 11,751 -9.06
2025-07-17 13F Raleigh Capital Management Inc. 3,502 175,000.00 473
2025-07-08 13F Legacy Private Trust Co. 58,587 39.25 7,912 54.12
2025-08-14 13F Harwood Advisory Group, LLC 90 -41.56 12 -36.84
2025-08-14 13F Wilkins Miller Wealth Management, LLC 4,991 4.37 674 15.61
2025-07-07 13F Roxbury Financial LLC 55 -35.29 7 -36.36
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-08-12 13F Calton & Associates, Inc. 22,692 2.94 3,064 13.95
2025-07-09 13F First Financial Corp /in/ 140 -75.57 19 -73.91
2025-07-09 13F Hardin Capital Partners, LLC 2,610 -1.10 352 9.66
2025-07-22 13F Romano Brothers And Company 129,315 3.49 17,463 14.53
2025-07-21 13F Capital Planning LLC 43,974 -0.83 5,938 9.76
2025-07-29 13F Private Wealth Management Group, LLC 34 0.00 5 0.00
2025-07-30 13F LGT Financial Advisors LLC 745 -1.59 101 8.70
2025-07-22 13F Iron Horse Wealth Management, LLC 63 0.00 9 14.29
2025-07-29 13F Goldstein Advisors, LLC 511,164 -32.47 69,028 -25.26
2025-08-12 13F YANKCOM Partnership 3,500 0.00 473 10.54
2025-07-17 13F Greenleaf Trust 113,097 -1.93 15,273 8.54
2025-08-11 13F ARS Investment Partners, LLC 2,409 -15.09 325 -10.71
2025-07-18 13F PBMares Wealth Management LLC 7,194 -2.64 971 7.77
2025-07-22 13F Grimes & Company, Inc. 3,209 0.31 433 11.03
2025-08-08 13F Capital Investment Advisory Services, LLC 3,725 -3.12 503 7.25
2025-07-22 13F Team Financial Group, LLC 139 19
2025-08-14 13F TCG Advisory Services, LLC 3,893 -11.92 526 -2.60
2025-08-08 13F Flaharty Asset Management, LLC 1,206 0.00 163 10.20
2025-08-12 13F Blueprint Investment Partners LLC 19,224 2,596
2025-07-08 13F Canandaigua National Trust Co of Florida 3,919 529
2025-08-04 13F Flagship Harbor Advisors, Llc 15,026 -2.61 2,029 7.81
2025-07-17 13F Nicholson Meyer Capital Management, Inc. 25,508 24.65 3,445 37.98
2025-07-18 13F RKL Wealth Management LLC 2,169 -3.69 293 6.57
2025-07-18 13F Consolidated Planning Corp 0 -100.00 0
2025-07-31 13F Fielder Capital Group LLC 9,685 0.00 1,308 10.67
2025-07-14 13F Cherrydale Wealth Management, Llc 183,984 -5.81 24,845 4.25
2025-08-13 13F WealthTrust Axiom LLC 1,937 0.00 262 10.59
2025-07-17 13F Catalytic Wealth RIA, LLC 7,509 10.96 1,014 22.91
2025-07-14 13F ABLE Financial Group, LLC 14,974 286.43 2,022 328.39
2025-08-22 13F Carter Financial Group, INC. 2,902 392
2025-07-15 13F Forte Capital Llc /adv 4,320 -33.92 583 -26.85
2025-07-25 13F Richardson Financial Services Inc. 282 38
2025-08-06 13F ETF Store, Inc. 1,659 0.30 224 11.44
2025-07-29 13F Regions Financial Corp 2,765 -21.47 373 -13.05
2025-08-07 13F Rossmore Private Capital 4,150 0.00 560 10.67
2025-07-23 13F Prasad Wealth Partners, LLC 99,125 -49.13 13,386 -43.70
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 2,639 0.00 356 10.90
2025-07-24 13F Papp L Roy & Associates 2,998 6.20 405 17.44
2025-08-11 13F Ironsides Asset Advisors, LLC 289,201 0.09 39,054 10.78
2025-07-22 13F Headland Capital, LLC 0 -100.00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 69,544 -38.77 9,391 -32.23
2025-07-31 13F LJI Wealth Management, LLC 1,185,987 14.29 160,156 26.50
2025-08-11 13F Strategic Equity Management 25,327 -73.25 3,420 -70.39
2025-07-23 13F Fulton Breakefield Broenniman Llc 10,103 1,364
2025-07-09 13F Finley Financial, LLC 11,375 0.00 1,536 11.71
2025-07-28 13F IFG Advisors, LLC 5,956 -11.59 804 -2.19
2025-08-13 13F Natixis Advisors, L.p. 38,196 -8.06 5 0.00
2025-07-15 13F BostonPremier Wealth LLC 1,728 0.29 233 10.95
2025-08-06 13F Vestmark Advisory Solutions, Inc. 11,464 148.25 1,548 174.96
2025-08-05 13F Key FInancial Inc 1,913 7.11 258 18.89
2025-05-12 13F Ameritas Investment Partners, Inc. 0 -100.00 0
2025-08-08 13F Mv Capital Management, Inc. 81 0.00 11 11.11
2025-08-14 13F Pennington Partners & Co., Llc 32,991 26.63 4,455 40.18
2025-05-15 13F Glenmede Trust Co Na 16,324 3,265.77 1,992 3,111.29
2025-08-12 13F Wood Tarver Financial Group, LLC 55 0.00 0 -100.00
2025-08-14 13F CoreCap Advisors, LLC 3,652 6.01 493 17.38
2025-07-17 13F Smith Anglin Financial, LLC 5,829 117.34 787 140.67
2025-07-23 13F Sax Wealth Advisors, Llc 134,039 -8.99 18,101 0.73
2025-08-13 13F Wellspring Financial Advisors, LLC 3,363 -2.75 454 7.84
2025-08-14 13F Norinchukin Bank, The 2,246,560 303,375
2025-05-14 13F Bank OZK 0 -100.00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-08-06 13F Capasso Planning Partners LLC 0 -100.00 0
2025-08-14 13F Allred Capital Management, LLC 1,787 4.14 241 15.31
2025-07-29 13F Calamos Wealth Management LLC 4,212 0.00 569 10.72
2025-03-12 13F Centaurus Financial, Inc. 0 -100.00 0
2025-07-31 13F AlTi Global, Inc. 2,645,927 4.09 357,310 15.20
2025-08-13 13F M&t Bank Corp 21,660 21.08 2,925 34.01
2025-07-15 13F Level Financial Advisors, Inc. 3,311 0.03 447 10.92
2025-08-05 13F Frederick Financial Consultants, LLC 1,594 -3.74 215 6.97
2025-08-14 13F Ameriprise Financial Inc 1,964,007 2.11 265,231 13.02
2025-07-09 13F Chesley Taft & Associates LLC 6,499 0.49 878 11.15
2025-07-21 13F Barrett & Company, Inc. 2,508 0.08 339 10.82
2025-08-11 13F McDonough Capital Management, Inc 1,829 0.00 247 10.31
2025-08-15 13F Alaethes Wealth LLC 2,805 0.00 379 10.53
2025-08-12 13F Deutsche Bank Ag\ 5,500 0.00 743 10.58
2025-08-13 13F Seven Springs Wealth Group, LLC 1,665 0.00 225 10.34
2025-07-14 13F Occidental Asset Management, LLC 2,136 -0.74 288 9.92
2025-07-11 13F Pioneer Wealth Management Group 3,975 537
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 627 0.00 85 10.53
2025-07-30 13F Cullen/frost Bankers, Inc. 2,656 64.76 359 82.65
2025-07-23 13F Roundview Capital LLC 3,722 0.00 503 10.57
2025-08-08 13F Glassman Wealth Services 1,725 -22.58 233 -14.39
2025-07-07 13F Rf&l Wealth Management, Llc 24,724 8.61 3,339 20.20
2025-07-11 13F Bond & Devick Financial Network, Inc. 6,677 1.46 902 12.34
2025-07-28 13F Ritholtz Wealth Management 36,282 83.78 4,899 103.45
2025-07-08 13F Heartwood Wealth Advisors LLC 2,761 0.00 373 10.71
2025-08-06 13F Golden State Wealth Management, LLC 4,912 -2.96 663 7.46
2025-07-14 13F Sweeney & Michel, Llc 184,265 2.93 25,132 29.84
2025-07-31 13F Strait & Sound Wealth Management LLC 4,359 589
2025-07-21 13F Successful Portfolios LLC 3,080 416
2025-08-06 13F TKG Advisors, LLC 20,160 0.00 2,722 10.70
2025-07-24 13F Capital Advisors, Ltd. LLC 39,218 4.11 5 25.00
2025-08-14 13F Colony Group, LLC 4,894,023 4.69 660,889 15.87
2025-07-30 NP ENDW - Cambria Endowment Style ETF 77 10
2025-08-06 13F Maltin Wealth Management, Inc. 19,978 3.42 2,698 14.47
2025-08-01 13F Bank of Jackson Hole Trust 151 -22.56 20 -20.00
2025-07-23 13F Ohio National Investments, Inc. 270,500 0.00 36,528 10.68
2025-08-04 13F Creative Financial Designs Inc /adv 2,004 3.25 271 14.41
2025-07-31 13F Trademark Financial Management, LLC 3,529 -23.76 477 -15.60
2025-08-04 13F Capital Performance Advisors Llp 9,409 5.14 1,271 16.41
2025-08-11 13F Wealthspire Advisors, LLC 186,316 68.33 25,160 86.31
2025-07-22 13F Sage Financial Group Inc 18,521 -0.02 2,501 10.66
2025-07-17 13F One Wealth Advisors, LLC 20,449 14.61 2,761 26.83
2025-08-12 13F MAI Capital Management 95,088 1.85 12,841 12.72
2025-07-15 13F Norden Group Llc 3,698 2.89 499 13.93
2025-07-22 13F Foguth Wealth Management, LLC. 0 -100.00 0
2025-08-04 13F Mayflower Financial Advisors, LLC 21,235 5.45 2,868 16.73
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,207 22.65 568 35.56
2025-07-10 13F Financial Management Network Inc 2,029 -30.08 278 -13.17
2025-08-08 13F IMA Wealth, Inc. 4,317 0.00 583 10.65
2025-07-18 13F SOA Wealth Advisors, LLC. 535 72
2025-08-12 13F Rock Creek Group, LP 775,465 -22.10 104,051 -14.41
2025-07-22 13F Firethorn Wealth Partners, Llc 1,886 14.10 255 26.37
2025-07-10 13F Voisard Asset Management Group, Inc. 26,336 311.95 3,556 355.90
2025-07-11 13F Matthew Goff Investment Advisor, LLC 48,780 0.41 6,587 11.14
2025-07-15 13F Well Done, LLC 60,318 -1.69 8,145 3.22
2025-07-18 13F Cooper Financial Group 8,173 3.42 1,104 14.42
2025-07-18 13F Rolek Wealth Management LLC 6,651 -13.81 898 -0.44
2025-07-22 13F Alta Wealth Advisors LLC 22,595 29.21 3,051 43.04
2025-07-22 13F Gemmer Asset Management LLC 5,803 0.26 784 10.91
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-08-12 13F Weaver Consulting Group 11,657 0.00 1,574 10.69
2025-07-15 13F Penn Davis Mcfarland Inc 2,500 0.00 338 10.49
2025-07-30 13F Caliber Wealth Management, LLC / KS 13,808 -0.34 1,865 10.30
2025-08-07 13F Kestra Private Wealth Services, Llc 81,640 -0.17 11,025 10.48
2025-08-15 13F ROSS\JOHNSON & Associates LLC 49 0.00 7 20.00
2025-07-23 13F Ellsworth Advisors, LLC 0 -100.00 0
2025-07-14 13F GAMMA Investing LLC 3,954 -0.03 534 10.58
2025-07-30 13F IMG Wealth Management, Inc. 0 -100.00 0
2025-08-07 13F Legacy Advisors, LLC 0 -100.00 0
2025-07-03 13F Trinity Financial Advisors LLC 3,744 0.19 506 15.56
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 43 0.00 6 0.00
2025-07-25 13F Verdence Capital Advisors LLC 4,722 0.25 638 10.98
2025-07-23 13F Watershed Private Wealth Llc 6,193 -11.58 836 -2.11
2025-07-28 13F WealthPlan Investment Management, LLC 5,984 33.51 808 47.99
2025-08-12 13F J.w. Cole Advisors, Inc. 63,299 107.55 8,548 129.70
2025-08-07 13F Efficient Advisors, LLC 2,605 -4.96 352 5.09
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 48,511 -1.08 6,551 9.48
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-08-11 13F TD Waterhouse Canada Inc. 11,201 0.00 1,512 10.28
2025-08-14 13F Guardian Wealth Management, Inc. 0 -100.00 0
2025-07-29 13F Horst & Graben Wealth Management LLC 8,136 120.07 1,099 143.46
2025-08-12 13F Running Point Capital Advisors, LLC 5,635 0.00 761 10.63
2025-08-14 13F Coyle Financial Counsel LLC 2,390 9.94 323 21.51
2025-08-12 13F Osborne Partners Capital Management, Llc 2,258 0.00 305 10.55
2025-07-16 13F Perigon Wealth Management, LLC 15,823 9.55 2,137 21.23
2025-08-14 13F Lazard Asset Management Llc 32,865 0.00 4 0.00
2025-08-14 13F Evergreen Wealth Solutions, LLC 0 -100.00 0
2025-07-22 13F MBL Wealth, LLC 8,662 6.85 1,170 18.20
2025-07-25 13F Lodestar Private Asset Management Llc 3,628 -8.48 490 1.24
2025-08-01 13F May Hill Capital, LLC 24,264 -34.50 3,277 -27.51
2025-07-16 13F RWM Asset Management, LLC 14,732 0.00 1,989 10.68
2025-07-15 13F Colonial River Wealth Management, LLC 1,877 257
2025-07-11 13F Mkd Wealth Coaches, Llc 3,394 -0.18 458 10.63
2025-08-12 13F NDVR, Inc. 0 -100.00 0
2025-08-14 13F/A Perritt Capital Management Inc 866 -32.24 117 -25.00
2025-07-31 13F Graybill Bartz & Assoc Ltd 0 -100.00 0
2025-07-31 13F Kathleen S. Wright Associates Inc. 2,840 0.00 384 10.69
2025-07-14 13F Sentinel Pension Advisors Inc 28,432 0.48 3,839 11.21
2025-07-11 13F Prosperity Planning, Inc. 13,048 -0.15 1,762 10.54
2025-08-12 13F Guerra Advisors Inc 6,336 856
2025-08-06 13F Geometric Wealth Advisors 4,817 18.06 650 30.78
2025-08-07 13F Legacy Financial Advisors, Inc. 198,558 -2.52 26,813 7.90
2025-07-10 13F Charter Oak Capital Management, LLC 6,379 -0.41 861 10.24
2025-07-02 13F First Financial Bank - Trust Division 55,790 -0.12 7,534 10.55
2025-07-17 13F Wolff Wiese Magana Llc 9,836 0.00 1,328 10.67
2025-07-29 13F Latitude Advisors, LLC 1,893 -18.89 256 -10.21
2025-07-31 13F City State Bank 112 0.00 15 15.38
2025-07-11 13F Pinnacle Bancorp, Inc. 1,054 -29.64 142 -21.98
2025-07-21 13F Zwj Investment Counsel Inc 14,941 -6.47 2,018 3.49
2025-08-12 13F one8zero8, LLC 0 -100.00 0
2025-08-15 13F Provenance Wealth Advisors, LLC 1,652,330 -3.57 223,131 6.72
2025-07-11 13F Windsor Capital Management, LLC 7,403 -0.48 1,000 10.14
2025-08-11 13F Heritage Wealth Advisors 258,328 -51.05 34,885 -45.82
2025-05-07 13F WMS Partners, LLC 0 -100.00 0
2025-08-13 13F Measured Wealth Private Client Group, LLC 1,529 206
2025-08-12 13F Pathstone Holdings, LLC 58,919 33.65 7,956 47.94
2025-07-18 13F McGuire Investment Group, LLC 3,262 22.36 440 35.38
2025-08-14 13F Graney & King, LLC 66 0.00 9 0.00
2025-08-25 NP MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I 150,993 8.04 20,390 19.58
2025-07-03 13F First Hawaiian Bank 73,677 -11.34 9,949 -1.87
2025-08-14 13F Aureus Asset Management, LLC 3,323 0.00 449 10.62
2025-07-10 13F Brooklyn FI, LLC 57,931 107.86 7,823 142.47
2025-07-09 13F GSG Advisors LLC 31,743 6.19 4,287 21.01
2025-08-06 13F Able Wealth Management LLC 28,020 28.27 3,784 41.95
2025-08-13 13F Denver Wealth Management, Inc. 2,982 0.30 403 11.05
2025-07-25 13F Johnson Investment Counsel Inc 43,152 1.72 5,827 12.58
2025-07-25 13F PrairieView Partners, LLC 155,411 16.62 21 25.00
2025-08-14 13F Mission Creek Capital Partners, Inc. 3,881 0.00 524 10.78
2025-08-06 13F Atlantic Union Bankshares Corp 5,555 226.76 750 262.32
2025-07-16 13F Northern Oak Wealth Management Inc 5,467 5.32 738 16.59
2025-07-30 13F Princeton Global Asset Management LLC 170 0.59 23 10.00
2025-07-16 13F Wealth Group Ltd 17,617 6.74 2,379 18.18
2025-08-13 13F Fisher Asset Management, LLC 1,552 -45.51 210 -39.77
2025-08-14 13F Vista Capital Partners, Inc. 3,529 0.00 477 10.70
2025-07-09 13F PFW Advisors LLC 2,699 0.00 364 10.64
2025-07-24 13F KFA Private Wealth Group, LLC 67,027 1.81 9,051 12.69
2025-07-09 13F Thrive Wealth Management, LLC 5,091 8.99 687 20.74
2025-07-08 13F Lowe Wealth Advisors, LLC 281 0.00 38 8.82
2025-07-18 13F Warren Street Wealth Advisors, LLC 3,384 0.00 457 10.68
2025-08-18 13F Pacific Center for Financial Services 985 0.00 133 10.83
2025-07-24 13F First Fiduciary Investment Counsel, Inc. 2,391 0
2025-07-07 13F Investors Research Corp 68,115 -2.72 9,198 7.67
2025-07-24 13F Callan Family Office, LLC 103,338 53.68 13,955 70.09
2025-07-29 13F Stratos Wealth Advisors, LLC 13,688 117.34 1,848 140.63
2025-07-02 13F Capital Market Strategies LLC 18,712 -21.48 2,527 -13.11
2025-07-23 13F Independent Solutions Wealth Management, LLC 53,055 0.16 7,165 10.86
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 3,801 0.64 513 11.52
2025-05-14 13F Summit Financial Wealth Advisors, LLC 1,761 0.00 215 -7.36
2025-07-11 13F Arthur M. Cohen & Associates, Llc 1,600 216
2025-08-14 13F Hancock Whitney Corp 6,099 89.23 824 109.41
2025-07-22 13F Belpointe Asset Management LLC 4,441 -25.07 600 -17.15
2025-07-24 13F Greenwood Gearhart Inc 68,547 -13.39 9,257 -4.14
2025-05-02 13F Cable Hill Partners, LLC 9,034 -35.21 1,093 -39.04
2025-07-21 13F Crews Bank & Trust 333 0.00 45 10.00
2025-08-13 13F Baker Avenue Asset Management, LP 7,782 1,051
2025-07-15 13F Main Street Group, LTD 301 14,950.00 41
2025-08-14 13F Sentinus, LLC 3,064 -6.56 414 3.25
2025-07-23 13F Litman Gregory Asset Management LLC 126,249 -15.06 17,049 -5.99
2025-07-28 13F JGP Wealth Management, LLC 263,582 20.80 35,594 33.71
2025-07-17 13F Gleason Group, Inc. 146,884 -0.41 19,835 10.23
2025-07-21 13F Ameritas Advisory Services, LLC 4,294 -81.08 580 -79.60
2025-07-31 13F Burke & Herbert Bank & Trust Co 2,220 0.00 300 10.74
2025-07-31 13F Opes Wealth Management LLC 4,024 -12.98 543 -3.72
2025-07-30 13F Greatmark Investment Partners, Inc. 2,720 0.29 367 11.21
2025-05-15 13F Yale University 0 -100.00 0
2025-07-18 13F Parsons Capital Management Inc/ri 1,945 -3.67 263 6.50
2025-07-25 13F Hobbs Group Advisors, LLC 12,712 -2.03 1,717 8.40
2025-08-13 13F Mayfair Advisory Group, LLC 1,705 -19.00 237 -7.42
2025-08-08 13F Bailard, Inc. 2,390 0.00 323 10.65
2025-04-15 13F Transform Wealth, LLC 5,908 -5.88 721 -10.78
2025-07-23 13F Winthrop Advisory Group LLC 864,811 6.02 116,784 17.34
2025-07-29 13F Level Wealth Management LLC 96,269 1,777.69 13,000 1,980.00
2025-07-17 13F Willow Creek Wealth Management Inc. 7,807 0.00 1,054 10.71
2025-07-29 13F Angeles Wealth Management, Llc 310 -34.60 42 -28.07
2025-08-15 13F Kestra Advisory Services, LLC 364,809 -0.12 49,264 10.55
2025-07-09 13F Fragasso Group Inc. 2,500 -6.16 338 3.69
2025-07-29 13F TFC Financial Management 25,996 0.23 3,510 10.94
2025-07-15 13F Genesis Wealth Advisors, LLC 3,871 -24.16 523 -16.08
2025-07-30 13F Wbh Advisory Inc 106,899 0.22 14,436 10.93
2025-07-28 13F WJ Wealth Management, LLC 12,033 -5.75 1,625 4.30
2025-08-18 13F Front Row Advisors LLC 224 0.00 30 11.11
2025-08-05 13F Crestwood Advisors Group LLC 410,275 0.74 55,403 11.50
2025-07-31 13F FSM Wealth Advisors, LLC 4,800 0.82 652 12.24
2025-07-29 13F Sincerus Advisory, LLC 2,694 0.07 375 14.33
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 210 0.00 28 12.00
2025-08-07 13F Tfo-tdc, Llc 30,332 -0.28 4,096 10.37
2025-08-11 13F Bellwether Advisors, LLC 1,444 -1.10 195 8.99
2025-07-28 13F Rik Saylor Financial, Inc. 3,468 0.20 468 10.90
2025-08-14 13F Glen Eagle Advisors, LLC 31,841 -2.60 4,300 7.80
2025-07-10 13F Ayrshire Capital Management LLC 1,986 4.91 268 16.52
2025-08-12 13F Steward Partners Investment Advisory, Llc 39,801 -19.84 5,375 -11.29
2025-05-16 13F Coordinated Financial Services, Inc./CO 10,725 -5.36 1,309 -2.75
2025-07-17 13F Chicago Capital, LLC 9,734 3.36 1,315 14.36
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 2,589 0.31 350 11.15
2025-08-11 13F Rothschild Investment Llc 2,201 0.00 297 10.82
2025-07-25 13F Ruedi Wealth Management, Inc. 0 -100.00 0
2025-07-25 13F Allspring Global Investments Holdings, LLC 1,771 0.00 240 10.14
2025-07-15 13F Ballentine Partners, LLC 3,479,204 -3.18 469,832 7.16
2025-08-14 13F Betterment LLC 11,275,319 -2.28 1,523 8.17
2025-08-14 13F Mml Investors Services, Llc 514,838 3.49 70 15.00
2025-05-09 13F Fairfield Financial Advisors, LTD 0 -100.00 0
2025-08-06 13F SOUTH STATE Corp 4,730 -61.78 639 -57.72
2025-08-12 13F BlackRock, Inc. 61,795,135 6.31 8,344,815 17.66
2025-07-07 13F Versant Capital Management, Inc 111 0.00 15 7.69
2025-08-01 13F Stuart Chaussee & Associates, Inc. 149 0.00 20 11.11
2025-08-04 13F Waterfront Wealth Inc. 1,499 202
2025-07-10 13F Shira Ridge Wealth Management 2,785 0.00 376 10.91
2025-07-18 13F Financial Consulate, Inc 9,020 1,218
2025-07-30 13F D.a. Davidson & Co. 11,689 0.81 1,579 11.60
2025-07-14 13F UMA Financial Services, Inc. 137,416 -4.96 18,557 5.19
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 718 0.14 97 10.34
2025-07-28 13F Private Wealth Asset Management, LLC 75,424 9.54 10,185 21.24
2025-08-19 13F Newbridge Financial Services Group, Inc. 488 11.42 66 22.64
2025-07-31 13F/A Sendero Wealth Management, LLC 212,613 0.30 28,711 11.01
2025-08-12 13F Northstar Financial Companies, Inc. 13,458 1,817
2025-07-14 13F Baring Financial LLC 9,357 0.01 1,264 10.69
2025-07-21 13F River Street Advisors LLC 3,899 11.91 527 23.76
2025-08-12 13F Up Strategic Wealth Investment Advisors Llc 33,172 0.00 4,480 10.67
2025-07-29 13F Sigma Investment Counselors Inc 36,583 27.56 4,940 41.18
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 123 17
2025-05-16 13F Laidlaw Wealth Management LLC 0 -100.00 0
2025-08-05 13F Sigma Planning Corp 47,874 -17.84 6,465 -9.07
2025-08-14 13F DecisionPoint Financial, LLC 139 -65.93 19 -63.27
2025-07-10 13F Klaas Financial Asset Advisors, LLC 1,236,235 4.21 166,941 15.34
2025-08-12 13F Argent Trust Co 82,686 1.29 11,166 12.10
2025-07-17 13F Dopkins Wealth Management, Llc 35,500 112.63 4,794 135.30
2025-08-04 13F IFG Advisory, LLC 6,766 -22.75 914 -14.51
2025-07-16 13F ORG Wealth Partners, LLC 301 0.00 41 11.11
2025-08-14 13F Financial Network Wealth Advisors LLC 565 0.00 76 11.76
2025-07-10 13F Global Financial Private Client, LLC 1,494 0.00 202 10.44
2025-07-16 13F Five Oceans Advisors 2,851 -28.22 385 -20.45
2025-07-18 13F BSW Wealth Partners 2,509 -19.53 339 -11.05
2025-08-06 13F Garrison Point Advisors, Llc 2,132 -2.29 288 7.89
2025-08-07 13F Ibex Wealth Advisors 6,042 -45.23 816 -39.41
2025-08-13 13F RFP Financial Group LLC 23,070 -3.64 3,115 6.64
2025-07-17 13F Worth Financial Advisory Group, LLC 1,887 -3.23 255 7.17
2025-07-17 13F Robbins Farley Llc 549 -15.15 74 -5.13
2025-07-25 13F Wells Financial Advisors INC 320 0.00 43 10.26
2025-07-24 13F Grand Wealth Management, Llc 49,359 -0.67 6,665 9.95
2025-07-15 13F Accurate Wealth Management, LLC 33,931 457.43 4,648 559.29
2025-08-01 13F Gwn Securities Inc. 31,098 -3.50 4,201 6.82
2025-07-11 13F Bouvel Investment Partners, LLC 9,420 22.18 1,272 31.40
2025-08-07 13F Allworth Financial LP 2,067,050 -2.45 279,134 10.42
2025-08-14 13F First Manhattan Co 5,751 1.04 777 11.82
2025-07-30 13F Durante & Waters, Llc 182,063 -1.86 24,586 8.62
2025-07-31 13F Waldron Private Wealth LLC 4,449 -0.89 601 9.69
2025-07-07 13F Discipline Wealth Solutions, LLC 4,532 612
2025-07-09 13F Radnor Capital Management, LLC 3,082 0.00 0
2025-08-12 13F/A Cozad Asset Management Inc 2,023 0.05 273 10.98
2025-08-08 13F Thoroughbred Financial Services, Llc 120,285 -24.53 16 -15.79
2025-06-24 NP TNWIX - 1290 Retirement 2050 Fund Class I 9,444 7.15 1,143 -2.14
2025-08-13 13F Raab & Moskowitz Asset Management LLC 2,016 -2.51 272 7.94
2025-07-07 13F Accelerate Investment Advisors LLC 10,201 10.52 1,378 22.29
2025-05-05 13F PCA Investment Advisory Services Inc. 0 -100.00 0
2025-04-24 13F Kraft, Davis & Associates, LLC 0 -100.00 0
2025-08-12 13F Choate Investment Advisors 25,243 0.00 3,409 10.69
2025-08-08 13F Hibernia Wealth Partners, LLC 4,069 83.70 550 103.33
2025-07-22 13F Valeo Financial Advisors, LLC 14,557 -0.84 1,966 9.72
2025-07-24 13F Blair William & Co/il 495,913 2.76 66,968 13.74
2025-08-19 13F Advisory Services Network, LLC 208,641 -1.73 28,818 11.25
2025-07-09 13F Dynamic Advisor Solutions LLC 12,837 17.22 1,734 29.72
2025-07-16 13F Southern Capital Advisors, Llc 1,516 205
2025-08-08 13F Citizens Financial Group Inc/ri 4,017 -0.77 542 9.94
2025-08-14 13F Talisman Wealth Advisors LLC 15,198 3.29 2,052 14.32
2025-07-07 13F OMNI 360 Wealth, Inc. 99,915 -0.90 13,493 9.68
2025-08-14 13F Bank Of America Corp /de/ 6,205,688 -1.93 838,016 8.55
2025-08-08 13F W.H. Cornerstone Investments Inc. 3,665 -1.61 495 8.81
2025-08-07 13F Allen Investment Management LLC 525,606 -0.55 70,978 10.07
2025-08-05 13F W.G. Shaheen & Associates DBA Whitney & Co 205,734 0.23 27,782 10.94
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 1,582 -2.04 214 8.12
2025-08-07 13F Retirement Solution Inc. 1,659 0.24 224 11.44
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 13,942 0.02 1,701 170,000.00
2025-07-23 13F Joel Isaacson & Co., LLC 26,954 0.29 3,640 11.01
2025-08-11 13F Mosaic Family Wealth Partners, Llc 8,952 0.00 1,209 10.62
2025-08-15 13F Morgan Stanley 10,431,147 1.30 1,408,622 12.12
2025-07-11 13F SILVER OAK SECURITIES, Inc 9,129 0.02 1,233 11.29
2025-07-22 13F Merit Financial Group, LLC 81,978 90.69 11,070 111.06
2025-08-15 13F WealthCollab, LLC 20,315 156.34 2,743 183.95
2025-08-06 13F Soltis Investment Advisors LLC 38,615 4.09 5,215 15.20
2025-08-11 13F Eq Llc 3,999 -0.74 540 9.98
2025-07-30 13F First Interstate Bank 14,908 2,013
2025-08-06 13F Climber Capital SA 35,252 -0.68 3,934 28.98
2025-07-21 13F First National Bank & Trust Co Of Newtown 19,930 0.00 2,691 10.70
2025-07-15 13F DKM Wealth Management, Inc. 50,155 -1.19 6,773 9.35
2025-07-28 13F Rosenberg Matthew Hamilton 13,153 -6.44 1,776 3.56
2025-08-13 13F Everstar Asset Management, LLC 2,736 -8.56 369 1.10
2025-07-25 13F Atria Wealth Solutions, Inc. 49,638 -63.21 6,721 -59.17
2025-07-31 13F Wealthfront Advisers Llc 10,566,864 -3.96 1,426,949 6.28
2025-04-25 13F Smallwood Wealth Investment Management, LLC 363,558 3.00 44,358 -2.30
2025-08-14 13F Vivaldi Capital Management, LLC 23,909 -27.08 3,229 -19.30
2025-08-04 13F Keybank National Association/oh 16,726 -6.62 2,259 3.34
2025-07-21 13F Financial Architects, LLC 15,280 177.82 2,063 207.45
2025-07-15 13F Heritage Oak Wealth Advisors Llc 28,342 3,827
2025-07-23 13F Bingham Private Wealth, Llc 0 -100.00 0
2025-07-22 13F Apexium Financial, Lp 8,400 0.00 1,134 10.74
2025-07-07 13F Aletheian Wealth Advisors LLC 180,899 11.50 24,429 23.40
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,232 0.50 1,652 11.78
2025-07-29 13F Koshinski Asset Management, Inc. 147,719 2.91 19,948 13.90
2025-08-11 13F Vanguard Group Inc 20,354 9.11 2,749 20.74
2025-08-18 13F Wolverine Trading, Llc Call 0 -100.00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 19,333 4.64 2,611 15.79
2025-08-07 13F Grange Capital, LLC 7,831 -35.57 1,057 -28.68
2025-08-14 13F Jane Street Group, Llc Put 1,700 230
2025-08-14 13F Jane Street Group, Llc Call 18,900 158.90 2,552 186.74
2025-08-07 13F Evoke Wealth, Llc 19,501 0.00 2,633 10.68
2025-08-05 13F Compton Financial Group, LLC 2,645 0.00 357 10.87
2025-08-01 13F SwitchPoint Financial Planning, LLC 2,250 304
2025-05-14 13F Stonebridge Capital Advisors LLC 0 -100.00 0
2025-08-06 13F Wedbush Securities Inc 11,524 37.35 2 0.00
2025-07-01 13F Cullen Investment Group, Ltd. 4,913 -3.08 663 7.28
2025-05-14 13F Hill Investment Group Partners, LLC 0 -100.00 0
2025-08-13 13F Edgestream Partners, L.P. 2,832 382
2025-08-18 13F Geneos Wealth Management Inc. 363,986 1.09 49,153 11.89
2025-07-25 13F Cypress Capital Group 5,729 0.00 774 10.74
2025-05-01 13F Bleakley Financial Group, LLC 0 -100.00 0
2025-08-11 13F Regal Investment Advisors LLC 4,931 -2.03 666 8.31
2025-07-16 13F Traveka Wealth, LLC 2,480 0.24 335 10.96
2025-07-29 13F Mb, Levis & Associates, Llc 151 0.00 20 11.11
2025-08-06 13F Stokes Family Office, LLC 170,141 4.98 22,976 16.19
2025-08-13 13F Nicolet Advisory Services, Llc 274,237 1.21 37,241 20.36
2025-08-04 13F Rede Wealth, LLC 71,293 2.76 9,627 13.73
2025-08-01 13F Red Lighthouse Investment Management, Llc 1,389 0.00 188 16.88
2025-08-13 13F Vertex Planning Partners, LLC 6,774 -2.70 915 7.66
2025-07-28 13F SFG Wealth Management, LLC. 27,021 99.82 3,649 121.22
2025-08-12 13F Insigneo Advisory Services, Llc 11,875 -1.68 1,604 8.83
2025-07-08 13F Arlington Trust Co LLC 4,975 0.00 672 10.54
2025-08-08 13F Cetera Investment Advisers 697,565 11.36 94,199 23.25
2025-07-16 13F Squire Investment Management Company, LLC 191,021 4.96 25,795 16.17
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 140,872 -10.46 19,023 -0.90
2025-07-15 13F Cordant, Inc. 3,980 4.41 537 15.48
2025-07-15 13F Mather Group, Llc. 8,430 -3.21 1,138 7.16
2025-05-09 13F Wade Financial Advisory, Inc 92,625 8.46 11,301 2.89
2025-08-25 13F/A Neuberger Berman Group LLC 9,005 12.66 1,216 24.62
2025-08-08 13F Avantax Advisory Services, Inc. 144,878 1.95 19,564 12.85
2025-07-15 13F Total Wealth Planning, Llc 3,296 445
2025-07-09 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
2025-07-09 13F Westmount Partners, LLC 10,682 0.25 1,442 10.92
2025-08-12 13F Jefferies Financial Group Inc. 23,825 -3.29 3,217 7.05
2025-07-24 13F Robertson Stephens Wealth Management, LLC 145,685 -0.48 19,673 10.15
2025-08-07 13F Beese Fulmer Investment Management, Inc. 2,153 291
2025-07-24 13F 3Chopt Investment Partners, LLC 1,000 0.00 135 10.66
2025-05-13 13F Eaton Financial Holdings Company, LLC 0 -100.00 0
2025-07-24 13F MSH Capital Advisors LLC 4,703 -2.33 635 8.18
2025-08-14 13F Nepc Llc 25,076 0.00 3,386 10.69
2025-07-18 13F Client 1st Advisory Group, Llc 5,680 0.00 767 10.68
2025-08-14 13F Boston Private Wealth Llc 57,051 7,704
2025-07-15 13F Lynch & Associates/in 57,057 0.72 7,705 11.49
2025-07-09 13F O'Brien Wealth Partners LLC 456,348 -1.40 61,625 9.12
2025-08-06 13F Modera Wealth Management, LLC 56,469 -4.98 7,626 5.16
2025-08-14 13F Susquehanna International Group, Llp Call 28,300 29.82 3,822 43.70
2025-08-14 13F Susquehanna International Group, Llp Put 14,900 223.91 2,012 258.65
2025-08-07 13F Fonville Wealth Management LLC 35,529 0.00 4,798 10.68
2025-07-16 13F Moneywise, Inc. 90,884 -33.06 12,273 -25.91
2025-08-05 13F Cassaday & Co Wealth Management LLC 3,046 48.95 411 65.06
2025-08-12 13F Global Retirement Partners, LLC 67,928 19.17 9,173 25.13
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 128,620 -1.82 17,369 8.67
2025-08-14 13F Financial Strategies Group, Inc. 4,521 -0.94 617 15.36
2025-08-07 13F Sound View Wealth Advisors Group, LLC 3,034 0.60 410 11.44
2025-07-25 13F SPC Financial, Inc. 3,773 510
2025-07-28 13F Delap Wealth Advisory, Llc 192,900 14.12 26,049 26.30
2025-07-16 13F Cahaba Wealth Management, Inc. 9,878 2.37 1,334 13.25
2025-08-07 13F Rollins Financial Advisors, LLC 80,655 -3.35 10,892 6.96
2025-08-12 13F Putnam Fl Investment Management Co 68,654 -7.00 9,271 2.93
2025-08-19 13F Cape Investment Advisory, Inc. 412 49.82 56 66.67
2025-08-12 13F Passive Capital Management, LLC. 2,048 0.00 276 10.84
2025-08-06 13F Horizon Investment Services, LLC 1,503 203
2025-07-11 13F Caldwell Securities, Inc 209 0.00 28 12.00
2025-08-13 13F First Trust Advisors Lp 6,408 19.06 865 31.86
2025-07-24 13F Financial Connections Group, Inc. 392 0.00 0
2025-08-06 13F Tradewinds, LLC. 0 -100.00 0
2025-05-15 13F Busey Wealth Management 0 -100.00 0
2025-08-06 13F Convergence Financial, LLC 18,501 50.82 2,498 66.98
2025-07-31 13F United Community Bank 443 60
2025-07-09 13F Aaron Wealth Advisors LLC 18,082 -4.06 2,442 6.18
2025-08-13 13F RW Investment Management LLC 3,306 446
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 982 -8.99 133 0.76
2025-08-14 13F UBS Group AG 1,109,577 3.81 149,837 14.90
2025-08-14 13F Two Sigma Investments, Lp 166,600 4,171.79 22,498 4,636.21
2025-07-25 13F Hazlett, Burt & Watson, Inc. 101 -95.39 0
2025-07-29 13F International Assets Investment Management, Llc 2,410 0.29 325 10.92
2025-07-22 13F Olistico Wealth, LLC 22 0.00 3 0.00
2025-07-15 13F Ridgecrest Wealth Partners, Llc 50,404 -1.06 6,807 9.51
2025-08-07 13F Commerce Bank 5,072 19.45 685 32.05
2025-07-10 13F Cisco Systems, Inc. 1,722,500 0.00 232,606 10.68
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,721,438 -8.24 232,480 1.56
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 13,018 1,758
2025-07-23 13F Castle Rock Wealth Management, LLC 2,381 0.29 329 13.10
2025-07-15 13F Financial Partners Group, Inc 179,208 0.00 24,200 10.68
2025-07-29 13F Commons Capital, Llc 3,227 0.00 436 10.69
2025-08-07 13F Traynor Capital Management, Inc. 1,560 211
2025-08-11 13F Pineridge Advisors LLC 444,556 4.44 60,033 15.60
2025-08-14 13F LM Advisors LLC 1,888 0.00 0
2025-07-18 13F TruNorth Capital Management, LLC 153,256 16.50 20,696 28.94
2025-08-08 13F Empower Advisory Group, LLC 135,855 -15.91 18,346 -6.93
2025-07-18 13F Consolidated Portfolio Review Corp 16,333 1.55 2,206 12.39
2025-08-06 13F Nvwm, Llc 1,735 0.00 234 10.90
2025-08-05 13F WorthPointe, LLC 2,629 355
2025-07-22 13F Capital Advisors Inc/ok 5,310 0.06 717 10.82
2025-07-30 13F Whittier Trust Co Of Nevada Inc 6,149 0.00 830 10.67
2025-08-08 13F TD Capital Management LLC 1,446,573 -1.00 195,345 9.57
2025-07-14 13F Farmers & Merchants Investments Inc 16,981 0.04 2,293 10.72
2025-08-01 13F JDH Wealth Management, LLC 11,656 384.86 1,574 437.20
2025-07-09 13F Defined Wealth Management, Llc 1,817 0.00 245 10.86
2025-08-06 13F AE Wealth Management LLC 20,928 35.02 2,826 49.44
2025-08-13 13F Shepherd Financial Partners LLC 2,450 0.00 331 10.74
2025-07-28 13F Mutual Advisors, LLC 19,491 8.31 2,715 25.64
2025-07-30 13F Brookstone Capital Management 127,698 -0.43 17,244 10.21
2025-07-16 13F Essex Financial Services, Inc. 141,794 7.90 19,148 19.42
2025-08-19 13F National Asset Management, Inc. 31,786 58.78 4,292 66.74
2025-08-11 13F TRUE Private Wealth Advisors 235,271 -8.43 31,771 1.35
2025-07-23 13F InTrack Investment Management Inc 2,600 0.00 351 10.73
2025-07-17 13F Global Trust Asset Management, LLC 173 0.00 23 9.52
2025-08-07 13F W Advisors, Llc 5,909 -25.04 798 -17.07
2025-08-13 13F Blue Fin Capital, Inc. 21,698 53.78 2,930 61.52
2025-07-17 13F Flywheel Private Wealth LLC 9,008 109.10 1,216 131.62
2025-07-22 13F DAVENPORT & Co LLC 2,325 -9.50 314 0.32
2025-08-08 13F Sittner & Nelson, Llc 1,645 0.00 222 11.00
2025-08-14 13F RMB Capital Management, LLC 18,328 985.14 2,475 1,100.97
2025-08-14 13F Eaton-Cambridge Inc. 4,168 0.00 563 10.63
2025-07-16 13F Highline Wealth Partners Llc 84 11
2025-08-11 13F Mill Creek Capital Advisors, LLC 12,047 82.61 1,627 102.24
2025-07-17 13F Smith, Salley & Associates 2,933 0.00 396 10.92
2025-08-11 13F Mosaic Advisors LLC 4,772 644
2025-07-07 13F Global Wealth Strategies & Associates 0 -100.00 0
2025-08-05 13F Mason Investment Advisory Services, Inc. 2,492 0.04 337 10.89
2025-08-11 13F Atlantic Private Wealth, LLC 0 -100.00 0
2025-08-01 13F Transcend Wealth Collective, Llc 8,615 0.33 1,163 11.08
2025-07-15 13F Signet Financial Management, Llc 1,804 -1.20 244 9.46
2025-08-07 13F Alliance Wealth Management Group 22,148 6.22 2,992 17.57
2025-07-23 13F ETF Portfolio Partners, Inc. 71,580 4.04 9,666 15.15
2025-07-29 13F Salomon & Ludwin, LLC 4,971 -22.24 675 -13.59
2025-08-05 13F Plante Moran Financial Advisors, LLC 7,439 1.51 1,005 12.30
2025-07-10 13F Stonekeep Investments, LLC 6,992 52.40 944 68.87
2025-08-11 13F Wealthgarden F.s. Llc 1,849 255
2025-04-28 13F Great Point Wealth Advisors, LLC 19,784 -1.26 2,414 -6.36
2025-08-05 13F Huntington National Bank 967 5.11
2025-07-09 13F Sapient Capital Llc 4,235 0.00 572 10.66
2025-08-14 13F Operose Advisors LLC 698 0.00 94 10.59
2025-08-14 13F Main Street Financial Solutions, LLC 3,744 -6.66 506 3.27
2025-08-07 13F Brio Consultants, LLC 6,777 915
2025-07-15 13F North Star Investment Management Corp. 998 0.10 135 10.74
2025-07-23 13F Prime Capital Investment Advisors, LLC 1,566,681 -21.96 211,565 -13.62
2025-07-25 13F Northwest Capital Management Inc 7,359 -39.33 994 -32.86
2025-07-31 13F CNB Bank 600 0.00 81 10.96
2025-08-06 13F First Horizon Advisors, Inc. 4,243 4.02 573 15.09
2025-08-13 13F Victory Financial Group, Llc 3,028 -2.29 409 7.94
2025-08-15 13F Lantern Wealth Advisors, LLC 0 -100.00 0
2025-08-01 13F Biltmore Family Office, LLC 105 0.00 14 16.67
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 753 106
2025-07-24 13F Us Bancorp \de\ 49,790 -90.94 6,724 -89.97
2025-07-17 13F LexAurum Advisors, LLC 8,315 -1.41 1,123 9.04
2025-08-04 13F Pinnacle Associates Ltd 3,952 8.75 534 20.32
2025-08-07 13F Mayport, Llc 8,825 1.32 1,192 12.15
2025-08-07 13F Cahill Financial Advisors Inc 9,920 0.66 1,340 11.40
2025-07-31 13F Moment Partners, LLC 3,579 -26.87 483 -19.10
2025-08-12 13F Kimelman & Baird, LLC 269 0.00 36 12.50
2025-07-29 13F Riverbend Wealth Management, LLC 10,414 32.46 1,406 46.61
2025-08-14 13F Williams Jones Wealth Management, LLC. 4,237 572
2025-08-14 13F Wells Fargo & Company/mn 59,272,047 1.16 8,004,097 11.97
2025-06-24 NP TNIIX - 1290 Retirement 2020 Fund Class I 1,578 14.51 191 4.40
2025-08-12 13F North Star Asset Management Inc 8,783 45.58 1,186 61.14
2025-07-09 13F OLIO Financial Planning 3,588 0.00 484 10.76
2025-08-12 13F Integras Partners LLC 3,782 -1.18 511 9.21
2025-07-22 13F Bay Harbor Wealth Management, LLC 645 -29.89 87 -22.32
2025-08-12 13F Founders Financial Alliance, LLC 2,107 -2.54 285 7.98
2025-07-21 13F Ntv Asset Management Llc 3,698 -5.13 499 5.05
2025-07-17 13F XY Planning Network, Inc. 7,563 1,021
2025-08-12 13F O'shaughnessy Asset Management, Llc 77,563 3.64 10,474 14.71
2025-08-13 13F BlackDiamond Wealth Management Inc. 36,192 -8.06 4,886 0.62
2025-07-24 13F Galvin, Gaustad & Stein, LLC 9,601 5.27 1,297 16.55
2025-08-04 13F Human Investing LLC 7,858 -7.90 1,061 2.02
2025-08-08 13F Truepoint, Inc. 329,441 -0.12 44,488 10.54
2025-08-12 13F Archer Investment Corp 17,242 0.03 2,328 10.75
2025-08-13 13F Financial Freedom, LLC 3,522 -36.31 476 -29.53
2025-07-24 13F MA Private Wealth 39,396 -3.40 5,320 6.93
2025-08-06 13F Reston Wealth Management Llc 3,514 -7.84 474 1.94
2025-07-07 13F Nova Wealth Management, Inc. 320 -43.66 43 -37.68
2025-08-13 13F Investment Counsel Co Of Nevada 928 125
2025-07-24 13F Trust Co Of Toledo Na /oh/ 2,881 5.65 389 17.17
2025-08-01 13F Redwood Park Advisors LLC 1,304 0.23 176 11.39
2025-08-11 13F Root Financial Partners, LLC 1,912 -15.14 258 -6.86
2025-08-25 NP MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I 396,234 5.73 53,507 17.02
2025-07-25 13F Inman Jager Wealth Management, LLC 5,624 -1.80 759 8.74
2025-08-08 13F D'Orazio & Associates, Inc. 11,181 216.20 1,510 250.12
2025-07-28 13F Fairman Group, LLC 445 0.23 60 7.14
2025-08-27 13F/A Brinker Capital Investments, LLC 605,036 33.30 81,704 47.54
2025-07-29 13F Stephens Inc /ar/ 15,253 -0.65 2,060 9.93
2025-07-03 13F Garde Capital, Inc. 2,365 0.08 319 10.76
2025-08-08 13F Compass Financial Services Inc 808 109
2025-04-11 13F Davis Capital Management 32 -52.24 4 -62.50
2025-07-25 13F Hemington Wealth Management 11,359 0.00 2 0.00
2025-08-06 13F Csenge Advisory Group 16,245 -16.16 2,091 -6.03
2025-06-24 NP TNKIX - 1290 Retirement 2030 Fund Class I 2,853 9.60 345 0.29
2025-07-15 13F LVZ Advisors, Inc. 41,701 15.15 5,631 27.46
2025-08-13 13F SageView Advisory Group, LLC 12,178 -1.87 1,696 12.02
2025-07-24 13F IFP Advisors, Inc 151,526 -4.76 20,463 5.41
2025-08-14 13F Prudent Investors Network 1,768 0.00 239 10.70
2025-07-25 13F Commonwealth Financial Services, LLC 1,940 4.25 262 14.98
2025-08-04 13F Daymark Wealth Partners, Llc 7,506 -9.22 1,014 0.50
2025-06-24 NP TNJIX - 1290 Retirement 2025 Fund Class I 222 -3.90 27 -13.33
2025-08-25 13F Silverlake Wealth Management Llc 12,525 612.86 1,691 690.19
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-06-24 NP TNOIX - 1290 Retirement 2045 Fund Class I 8,501 8.28 1,029 -1.15
2025-07-18 13F Forbes J M & Co Llp 56,957 -1.90 7,691 8.58
2025-07-23 13F West Paces Advisors Inc. 18 0.00 2 0.00
2025-08-05 13F Oakwell Private Wealth Management, LLC 116,875 -0.21 15,783 10.45
2025-07-15 13F Financial Management Professionals, Inc. 0 -100.00 0
2025-08-11 13F Bell Investment Advisors, Inc 31 0.00 4 33.33
2025-08-05 13F Burney Co/ 0 -100.00 0
2025-07-16 13F Brown, Lisle/cummings, Inc. 100 0.00 14 8.33
2025-08-15 13F/A Symphony Financial, Ltd. Co. 6,996 950
2025-08-14 13F Goldman Sachs Group Inc 385,694 -5.88 52,084 4.17
2025-08-14 13F Federation des caisses Desjardins du Quebec 1,213 8.21 164 19.85
2025-07-28 13F RFG Advisory, LLC 22,996 -5.40 3,105 4.72
2025-08-12 13F Blueprint Financial Advisors LLC 19,992 2,700
2025-08-12 13F CIBC Private Wealth Group, LLC 16,312 96.18 2,203 144.94
2025-05-09 13F Delta Financial Group, Inc. 0 -100.00 0
2025-08-07 13F Alpha Financial Advisors, LLC 1,577 213
2025-07-16 13F Signature Resources Capital Management, LLC 21,364 342.14 2,885 389.64
2025-08-11 13F Wescott Financial Advisory Group, LLC 10,345 -8.14 1,397 1.60
2025-08-12 13F NWF Advisory Services Inc. 109,549 3.83 13,366 -1.50
2025-08-08 13F Security Financial Services, INC. 12,050 13.57 1,627 25.73
2025-08-05 13F Optivise Advisory Services LLC 11,694 -5.59 1,579 4.50
2025-07-14 13F Painted Porch Advisors LLC 45 0.00 6 20.00
2025-07-31 13F Orion Capital Management LLC 471 0.21 64 10.53
2025-09-03 13F American Trust 4,340 586
2025-08-12 13F Wealthbridge Capital Management, Llc 4,912 32.40 663 46.68
2025-06-24 NP TNNIX - 1290 Retirement 2040 Fund Class I 7,457 8.91 902 -0.55
2025-07-25 13F Apollon Financial, LLC 21,837 27.08 2,949 40.65
2025-08-04 13F Simon Quick Advisors, Llc 464,493 -4.56 62,725 5.63
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 55,300 -0.36 7,468 10.28
2025-07-11 13F Sprinkle Financial Consultants LLC 8,672 0.29 1,171 11.00
2025-07-21 13F Sterling Investment Counsel, LLC 0 -100.00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 172 23
2025-07-24 13F West Bancorporation Inc 4,178 -5.11 564 5.03
2025-08-01 13F Rossby Financial, LCC 794 64.73 107 87.72
2025-08-05 13F Towercrest Capital Management 59,643 6.79 8,055 18.20
2025-07-08 13F Gradient Investments LLC 1,710 2.46 231 13.30
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 1,831 -7.62 0
2025-05-14 13F United Asset Strategies, Inc. 0 -100.00 0
2025-08-07 13F LFA - Lugano Financial Advisors SA 497 67
2025-08-11 13F Retirement Capital Strategies 3,184 -92.20 430 -91.38
2025-07-18 13F Childress Capital Advisors, Llc 3,100 3.33 419 14.21
2025-07-23 13F Columbus Macro, LLC 41,414 -1.60 5,592 8.90
2025-08-07 13F CENTRAL TRUST Co 66,807 5.75 9,022 17.05
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-11 13F Cornerstone Planning Group LLC 63 -83.59 9 -81.82
2025-07-14 13F Avalon Advisory Group 58,490 3.72 7,898 14.80
2025-08-14 13F Snowden Capital Advisors LLC 56,070 19.69 7,572 32.48
2025-07-29 13F ShoreHaven Wealth Partners, LLC 25,115 -0.92 3,392 9.67
2025-07-25 13F ONE Advisory Partners, LLC 2,076 25.14 288 42.57
2025-08-05 13F Meridian Management Co 8,100 0.00 1,119 13.16
2025-08-13 13F Continuum Advisory, LLC 2,476 -27.39 334 -19.71
2025-07-18 13F Precision Wealth Strategies, LLC 5,471 739
2025-08-14 13F Citadel Advisors Llc Put 6,200 -55.07 837 -50.27
2025-07-17 13F Tritonpoint Wealth, Llc 3,438 -1.77 464 8.67
2025-07-24 13F Stonebridge Financial Group, LLC 4,122 -4.89 557 5.30
2025-08-14 13F Citadel Advisors Llc Call 20,500 -11.26 2,768 -1.77
2025-08-14 13F Citadel Advisors Llc 57,214 7,726
2025-07-17 13F SC&H Financial Advisors, Inc. 22,792 7.44 3,078 18.89
2025-08-12 13F Jpmorgan Chase & Co 1,523,530 11.78 205,738 23.72
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 3,144 0.06 425 10.70
2025-05-06 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-08-11 13F Farrow Financial Inc. 102,214 3.64 13,803 14.70
2025-07-16 13F Legend Financial Advisors, Inc. 3 0
2025-07-18 13F Truist Financial Corp 520,520 4.32 70,291 15.46
2025-08-12 13F Journey Strategic Wealth Llc 8,227 -10.48 1,111 -0.98
2025-07-23 13F Dohj, Llc 35,788 -83.98 4,180 -84.67
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 13,045 0.00 2 0.00
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-17 13F Kelly Financial Services LLC 23,491 52.16 3,172 68.45
2025-08-14 13F Kovitz Investment Group Partners, LLC 337,836 5.31 45,621 16.56
2025-07-29 13F Planned Solutions, Inc. 163,703 7.82 22,106 19.34
2025-07-25 13F Strategic Point Investment Advisors, LLC 344,890 0.78 46,574 11.54
2025-08-27 NP OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio 83,000 0.00 11,208 10.69
2025-07-09 13F Sunpointe, LLC 2,827 0.32 382 11.08
2025-08-15 13F Sugar Maple Asset Management, LLC 9,666 -1.16 1,305 9.39
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 4,468 -24.82 603 -16.83
2025-08-06 13F Texas Yale Capital Corp. 2,155 0.00 291 11.07
2025-08-14 13F Cardiff Park Advisors, Llc 16,694 0.26 2,254 10.98
2025-07-28 13F CGC Financial Services, LLC 12 0.00 2 0.00
2025-07-08 13F Canandaigua National Bank & Trust Co 38,538 0.12 5,204 10.82
2025-07-22 13F My Personal CFO, LLC 12,287 0.00 1,659 10.67
2025-08-14 13F Coastal Bridge Advisors, LLC 2,266 0.00 306 10.87
2025-08-12 13F Richard W. Paul & Associates, LLC 18 200.00 2
2025-07-31 13F Oppenheimer & Co Inc 12,194 -7.74 1,647 2.11
2025-05-14 13F Baltimore-Washington Financial Advisors, Inc. 0 -100.00 0
2025-07-14 13F Sound Stewardship, LLC 6,492 -4.89 877 5.29
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 88,691 0.54 11,977 11.28
2025-08-27 NP HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 211,260 0.00 28,529 10.68
2025-08-13 13F Jones Financial Companies Lllp 532,145 37.67 71,495 52.35
2025-07-23 13F Proffitt & Goodson Inc 2,660 -0.75 359 10.12
2025-08-25 13F Hilltop Partners LLC 4,620 -2.43 624 7.97
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 113,376 -5.95 15,310 4.09
2025-08-11 13F CFS Investment Advisory Services, LLC 34,858 -1.71 5 0.00
2025-08-13 13F StoneX Group Inc. 81,579 -0.19 11,016 10.47
2025-07-09 13F Fiduciary Alliance LLC 23,855 5.16 3,221 16.41
2025-08-14 13F Clarity Capital Advisors, LLC 1,626 220
2025-07-17 13F Vermillion Wealth Management, Inc. 170 42.86 23 64.29
2025-08-07 13F Alpha Cubed Investments, LLC 1,876 -48.00 253 -42.50
2025-07-15 13F Regatta Capital Group, Llc 374,121 -1.20 50,521 9.36
2025-08-12 13F AlphaCore Capital LLC 2,686 0.07 363 10.70
2025-08-14 13F Strategic Wealth Designers 595 -70.31 80 -95.52
2025-08-07 13F Addison Advisors LLC 463 0.00 63 10.71
2025-07-11 13F Great Waters Wealth Management 2,812 -2.97 380 7.37
2025-07-16 13F Register Financial Advisors LLC 1,018 -0.97 137 9.60
2025-07-09 13F Breakwater Investment Management 442 0.00 60 11.32
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-08-12 13F Wayfinding Financial, LLC 0 -100.00 0
2025-08-14 13F Headinvest, Llc 2,119 0.00 286 10.85
2025-07-31 13F CVA Family Office, LLC 196 0.00 26 13.04
2025-08-05 13F GPS Wealth Strategies Group, LLC 2,569 0.08 347 10.54
2025-07-09 13F Sar Wealth Management Group, Llc 63,083 0.02 8,519 10.70
2025-08-07 13F/A Curat Global, LLC 21,895 137.22 2,957 162.52
2025-07-10 13F Perkins Coie Trust Co 1,020 0.00 138 10.48
2025-07-30 13F Klingman & Associates, LLC 13,606 1.50 1,837 12.35
2025-07-17 13F Astoria Strategic Wealth, Inc. 199,151 7.95 26,893 19.48
2025-08-14 13F Hurley Capital, LLC 424 0.00 57 11.76
2025-08-11 13F CBIZ Investment Advisory Services, LLC 500 0.00 68 9.84
2025-07-31 13F Curio Wealth, Llc 366 36,500.00 49 4.26
2025-07-16 13F Signaturefd, Llc 14,297 -10.66 1,931 -1.13
2025-08-14 13F FC Advisory LLC 2,022 0.10 273 10.98
2025-07-18 13F SigFig Wealth Management, LLC 3,537,670 1.37 475,250 12.19
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 3,713 0.30 501 11.09
2025-08-12 13F Jaffetilchin Investment Partners, LLC 718,201 5.22 96,986 16.46
2025-08-11 13F Pinnacle Financial Group, LLC / IL 1,749 -3.48 236 6.79
2025-07-08 13F Ballew Advisors, Inc 0 -100.00 0
2025-07-31 13F Cosner Financial Group, LLC 150,627 -3.47 20,341 6.84
2025-07-31 13F Cadinha & Co Llc 2,731 0.00 369 10.51
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