VB - Vanguard Index Funds - Vanguard Small-Cap ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

Vanguard Index Funds - Vanguard Small-Cap ETF
US ˙ ARCA ˙ US9229087518

Mga Batayang Estadistika
Pemilik Institusional 2209 total, 2206 long only, 0 short only, 3 long/short - change of 0.36% MRQ
Alokasi Portofolio Rata-rata 0.7909 % - change of -5.00% MRQ
Saham Institusional (Jangka Panjang) 164,640,985 (ex 13D/G) - change of 2.37MM shares 1.46% MRQ
Nilai Institusional (Jangka Panjang) $ 37,170,842 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) memiliki 2209 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 164,640,985 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Jones Financial Companies Lllp, Wells Fargo & Company/mn, Envestnet Asset Management Inc, UBS Group AG, LPL Financial LLC, Mercer Global Advisors Inc /adv, Northwestern Mutual Wealth Management Co, and Captrust Financial Advisors .

Struktur kepemilikan institusional Vanguard Index Funds - Vanguard Small-Cap ETF (ARCA:VB) 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 255.52 / share. Previously, on September 6, 2024, the share price was 222.23 / share. This represents an increase of 14.98% over that period.

VB / Vanguard Index Funds - Vanguard Small-Cap 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.

VB / Vanguard Index Funds - Vanguard Small-Cap ETF Historical Put/Call Ratio
Pengajuan 13F dan NPORT

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

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-05 13F Marshall Financial Group Inc /adv 80,990 -0.86 19,193 5.95
2025-07-23 13F Indiana Trust & Investment Management CO 1,170 0.00 277 6.95
2025-07-25 13F NorthRock Partners, LLC 1,154 -19.69 274 -13.84
2025-04-21 13F Autumn Glory Partners, LLC 0 -100.00 0
2025-08-14 13F Monograph Wealth Advisors, Llc 1,347 320
2025-07-23 13F Clear Creek Financial Management, LLC 5,962 -4.68 1,413 1.80
2025-03-11 13F Anchor Pointe Wealth Management, LLC 883 212
2025-07-23 13F Kingswood Wealth Advisors, Llc 23,447 -1.12 5,556 5.65
2025-08-01 13F Liberty Wealth Management Llc 5,174 -43.89 1,226 -40.05
2025-08-07 13F Davis R M Inc 515,318 0.03 122,120 6.90
2025-07-22 13F DT Investment Partners, LLC 0 -100.00 0
2025-07-03 13F Fiduciary Financial Group, Llc 2,384 6.19 571 25.27
2025-07-28 13F Hamilton Point Investment Advisors, LLC 12 0.00 3 0.00
2025-07-28 13F Sagespring Wealth Partners, Llc 6,694 -26.55 1,586 -21.52
2025-08-12 13F Tarbox Family Office, Inc. 7,519 -12.92 1,782 -6.95
2025-07-15 13F Five Pine Wealth Management 32,125 3.10 7,621 10.29
2025-03-21 13F Prostatis Group LLC 0 -100.00 0 -100.00
2025-07-31 13F Richards, Merrill & Peterson, Inc. 62 0.00 15 7.69
2025-08-14 13F Vista Investment Management 4,622 -0.82 1,095 6.00
2025-08-07 13F Zions Bancorporation, National Association /ut/ 3,195 0.00 757 6.92
2025-08-12 13F Prosperitas Financial LLC 1,449 -95.82 343 -95.54
2025-08-14 13F German American Bancorp, Inc. 2,346 -0.72 556 6.12
2025-08-14 13F Valley Financial Group, Inc. 1,478 4.97 350 12.18
2025-07-25 13F Fifth Third Wealth Advisors LLC 24,936 -39.70 5,909 -35.56
2025-05-12 13F Northwest Quadrant Wealth Management, LLC 0 -100.00 0
2025-07-14 13F Farmers Trust Co 1,092 -14.95 259 -9.15
2025-07-29 13F Arista Wealth Management, LLC 3,316 0.00 786 6.80
2025-08-01 13F Auto-Owners Insurance Co 249,028 -72.72 59,015 36.46
2025-07-09 13F Sunpointe, LLC 0 -100.00 0
2025-08-14 13F CoreCap Advisors, LLC 55,536 6.35 13,161 13.65
2025-08-04 13F Linscomb & Williams, Inc. 2,895 -2.36 686 4.26
2025-07-29 13F Orin Green Financial, LLC 13,203 -1.53 3,129 15.34
2025-08-06 13F Mascagni Wealth Management, Inc. 2,859 0.49 677 7.46
2025-07-28 13F Sagace Wealth Management LLC 15,132 -33.53 3,586 -28.97
2025-08-13 13F Congress Wealth Management LLC / DE / 190,237 790.46 45,083 847.30
2025-07-23 13F Heck Capital Advisors, LLC 3,940 236.75 935 260.62
2025-08-14 13F Wellington Management Group Llp 1,262,115 -13.89 299,096 -7.98
2025-08-01 13F Clark Asset Management, LLC 125,357 14.68 29,707 22.56
2025-07-31 13F Mycio Wealth Partners, Llc 14,118 1.78 3,346 8.78
2025-05-14 13F Avestar Capital, LLC 0 -100.00 0
2025-07-21 13F Fairvoy Private Wealth, LLC 926 -4.93 219 1.86
2025-08-13 13F Crescent Grove Advisors, LLC 1,978 470
2025-07-29 13F Portland Financial Advisors Inc 1,219 0.00 289 6.67
2025-08-04 13F Center for Financial Planning, Inc. 262,478 69.16 62,202 80.78
2025-08-14 13F Clifford Group, LLC 1,374 0.00 326 6.91
2025-04-22 13F Jmac Enterprises Llc 0 -100.00 0
2025-07-30 13F Birch Hill Investment Advisors LLC 2,521 0.00 597 6.80
2025-07-24 13F JNBA Financial Advisors 31,217 251.54 7,398 275.67
2025-08-14 13F Ieq Capital, Llc 31,202 39.68 7,394 49.28
2025-08-15 13F/A Florida Financial Advisors, Llc 1,810 -26.78 429 -21.72
2025-07-23 13F Detalus Advisors, LLC 1,241 -1.59 294 5.38
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 4,527 17.71 1,073 25.82
2025-08-14 13F Evergreen Capital Management Llc 38,014 2.14 9,038 9.52
2025-07-09 13F Christopher J. Hasenberg, Inc 0 -100.00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 65,563 21.26 15,537 29.59
2025-07-10 13F Bath Savings Trust Co 3,364 -7.25 797 -0.87
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 84,856 5.81 20,109 13.08
2025-07-08 13F Beacon Wealthcare LLC 900 213
2025-07-15 13F Patriot Investment Management Inc. 99,349 0.97 23,544 7.90
2025-08-12 13F Miller Financial Services LLC 1,805 428
2025-08-12 13F Bokf, Na 36,045 20.36 8,542 28.63
2025-05-02 13F Capital A Wealth Management, LLC 147 -40.96 33 -45.76
2025-08-05 13F GHP Investment Advisors, Inc. 1,431 -17.66 339 -11.95
2025-08-06 13F Washington Trust Bank 25,582 2.05 6,062 9.07
2025-08-14 13F Fort Point Capital Partners LLC 15,423 6.13 3,667 13.81
2025-08-06 13F Round Rock Advisors, LLC 2,407 -47.89 570 -44.34
2025-07-29 13F MPS Loria Financial Planners, LLC 146,339 -2.57 34,692 4.16
2025-07-31 13F Nilsine Partners, LLC 2,613 4.65 619 11.93
2025-08-04 13F REDW Wealth LLC 2,182 2.15 517 9.30
2025-07-10 13F Moody National Bank Trust Division 1,036 -12.65 246 -6.49
2025-07-15 13F McAdam, LLC 54,450 2.80 12,904 9.86
2025-07-30 13F Pittenger & Anderson Inc 251,260 -0.05 59,544 6.82
2025-08-13 13F Financial & Tax Architects, LLC 1,126 -43.47 267 -39.68
2025-08-08 13F Wealth Alliance 19,113 7.53 4,529 14.92
2025-08-14 13F London Co Of Virginia 427 -77.51 101 -76.01
2025-08-13 13F Wills Financial Group LLC 1,046 0.00 248 6.93
2025-07-31 13F Carnegie Capital Asset Management, LLC 5,569 6.22 1,320 26.46
2025-07-22 13F Marks Group Wealth Management, Inc 3,322 -2.41 787 4.38
2025-08-04 13F Integrity Alliance, Llc. 3,062 -12.26 726 -6.21
2025-08-12 13F Atlas Capital Advisors Llc 2,142 -37.88 508 -33.64
2025-07-10 13F Websterrogers Financial Advisors, Llc 2,663 -1.19 631 5.70
2025-08-13 13F Green Harvest Asset Management LLC 3,146 -7.61 746 -1.32
2025-07-28 13F Essex LLC 4,017 238.99 952 263.36
2025-07-15 13F CHB Investment Group, LLC 5,584 -2.56 1 0.00
2025-07-17 13F Montis Financial, LLC 2,742 0.00 650 6.92
2025-07-22 13F Valley National Advisers Inc 1,781 -0.50 0
2025-08-12 13F Resolute Wealth Strategies, LLC 1,475 350
2025-08-11 13F Summit Wealth Partners, LLC 14,827 -6.18 3,514 0.26
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 79,769 -49.84 18,904 -46.40
2025-07-15 13F Marquette Asset Management, LLC 6,775 -0.16 1,606 6.78
2025-07-30 13F Canvas Wealth Advisors, LLC 12,945 0.57 3,181 19.01
2025-07-29 13F Lutz Financial Services LLC 2,537 0.00 601 6.94
2025-08-08 13F Stephenson & Company, Inc. 859 204
2025-08-08 13F Carl P. Sherr & Co., LLC 5,496 -21.27 1,302 -15.89
2025-07-28 13F Copia Wealth Management 10 0.00 2 0.00
2025-08-04 13F Spinnaker Trust 1,884 5.02 446 12.34
2025-07-15 13F Td Private Client Wealth Llc 51,313 9.21 12,160 16.71
2025-07-30 13F Avidian Wealth Solutions, LLC 2,522 -57.01 598 -54.08
2025-08-11 13F Somerset Group LLC 4,422 -0.96 1,048 5.76
2025-07-23 13F RMG Wealth Management LLC 843 205
2025-08-01 13F Strategic Financial Services, Inc, 2,207 0.00 523 6.95
2025-08-15 13F Keel Point, LLC 6,318 8.24 1,497 15.69
2025-07-01 13F Park National Corp /oh/ 4,730 -3.57 1,121 3.04
2025-08-15 13F Synergy Financial Group, LTD 2,124 -1.53 503 5.23
2025-07-02 13F Dentgroup LLC 7,179 -1.68 1,701 5.06
2025-08-05 13F Summit Investment Advisory Services, LLC 0 -100.00 0
2025-07-10 13F Exchange Traded Concepts, Llc 3,906 -89.77 926 -89.07
2025-08-05 13F Tme Financial, Inc. 5,069 4.99 1,201 12.24
2025-08-15 13F/A Rakuten Securities, Inc. 1 -99.51 0 -100.00
2025-08-19 13F Hohimer Wealth Management, Llc 8,519 1.45 2,019 8.38
2025-07-15 13F Evanson Asset Management, LLC 15,058 72.78 3,568 84.68
2025-07-23 13F Capstone Wealth Management Group, Llc 4,897 -9.16 1,161 -2.93
2025-08-08 13F Sensible Financial Planning & Management, LLC. 20,573 7.45 4,875 14.84
2025-08-18 13F Hollencrest Capital Management 243 58
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 1,356 7.70 301 -0.66
2025-07-17 13F Charles Schwab Trust Co 77,185 22.62 18,291 31.05
2025-08-07 13F BOK Financial Private Wealth, Inc. 49,084 -13.09 11,671 -6.82
2025-07-15 13F Jeppson Wealth Management, Llc 6,315 8.26 1,497 15.70
2025-08-11 13F Covestor Ltd 1,535 56.15 0
2025-08-12 13F Harbor Advisory Corp /ma/ 41,533 3.44 9,842 10.55
2025-07-25 13F Pathway Financial Advisors LLC 19,396 -2.88 4,597 3.79
2025-08-12 13F Athena Investment Management 1,703 403
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 3,780 8.56 896 15.93
2025-07-25 13F Concord Wealth Partners 119 -1.65 28 7.69
2025-08-15 13F WFA of San Diego, LLC 52 -13.33 12 -14.29
2025-07-09 13F Pallas Capital Advisors LLC 0 -100.00 0
2025-07-29 13F BKD Wealth Advisors, LLC 94,858 -7.85 22,480 -1.52
2025-08-14 13F Goldman Sachs Group Inc 1,711,146 -6.22 405,507 0.22
2025-07-15 13F Optima Capital Llc 1,903 -1.25 451 5.62
2025-08-05 13F EPG Wealth Management LLC 242 0.00 57 7.55
2025-07-30 13F SkyOak Wealth, LLC 11,154 0.31 2,643 7.22
2025-04-21 13F MGO Private Wealth, LLC 0 -100.00 0
2025-08-15 13F Security National Bank Of Sioux City Iowa /ia/ 936 -0.43 222 6.25
2025-08-13 13F Providence Capital Advisors, LLC 4 1
2025-07-30 13F Smith Thornton Advisors LLC 1,276 0.00 302 7.09
2025-07-17 13F Coastline Trust Co 4,805 -13.63 1,139 -7.70
2025-07-07 13F Retirement Wealth Solutions LLC 58 0.00 14 8.33
2025-07-29 13F Madison Wealth Partners, Inc 1,939 -0.67 460 6.25
2025-08-13 13F Parkworth Wealth Management, Inc. 2,203 0.00 522 6.97
2025-07-22 13F Ellenbecker Investment Group 200,427 -2.01 47,497 4.72
2025-07-30 13F Argonautica Private Wealth Management, Inc 9,737 -0.20 2,307 6.66
2025-07-17 13F Greenbush Financial Group, LLC 0 -100.00 0
2025-08-14 13F Elevatus Welath Management 2,955 136.40 700 152.71
2025-08-12 13F Deutsche Bank Ag\ 4,772 -13.97 1,131 -8.13
2025-08-01 13F MorganRosel Wealth Management, LLC 5,146 12.36 1,220 20.10
2025-08-05 13F Code Waechter LLC 34,544 8,186
2025-08-14 13F Mml Investors Services, Llc 396,389 3.73 94 10.71
2025-07-21 13F Hilltop National Bank 154 -2.53 36 -2.70
2025-08-11 13F Nomura Asset Management Co Ltd 0 -100.00 0
2025-07-17 13F Sfm, Llc 7,822 -7.05 1,854 -0.64
2025-07-18 13F Ewa, Llc 3,570 15.65 846 23.54
2025-07-31 13F Red Wave Investments LLC 41,986 0.30 9,950 7.19
2025-08-01 13F Ashton Thomas Private Wealth, LLC 17,492 -60.51 4,159 -57.66
2025-08-14 13F Clarity Asset Management, Inc. 128 30
2025-07-09 13F Baron Financial Group, LLC 9,918 28.31 2,350 37.11
2025-08-13 13F Summit Financial, LLC 84,832 10.39 20,171 18.37
2025-07-08 13F Advance Capital Management, Inc. 1,550 -1.27 367 5.46
2025-07-31 13F/A Interchange Capital Partners, LLC 1,638 0.06 388 6.89
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-07-30 13F Green Square Capital Advisors Llc 2,106 -1.63 499 5.06
2025-08-14 13F Df Dent & Co Inc 1,510 0.00 358 6.89
2025-08-12 13F Heritage Trust Co 13,293 0.07 3,150 6.96
2025-08-01 13F Equita Financial Network, Inc. 0 -100.00 0
2025-07-23 13F Gainplan LLC 7,147 -35.98 1,694 -31.60
2025-08-07 13F Meeder Advisory Services, Inc. 22,533 1.43 5,340 8.38
2025-08-05 13F Dahring | Cusmano Llc 1,782 -0.50 422 6.30
2025-08-06 13F Bensler, LLC 1,176 279
2025-08-04 13F Pensionmark Financial Group, Llc 48,895 6.69 11,590 14.05
2025-07-18 13F GEN Financial Management, INC. 2,224 -40.53 527 -36.43
2025-07-11 13F Lincoln Capital LLC 3,485 6.87 826 21.86
2025-08-18 13F N.E.W. Advisory Services LLC 12,473 -3.56 2,956 3.07
2025-07-07 13F Accelerate Investment Advisors LLC 0 -100.00 0
2025-08-14 13F Summit Trail Advisors, Llc 105,921 25,184
2025-07-22 13F Inlight Wealth Management, LLC 114 0.00 27 8.00
2025-07-31 13F Moser Wealth Advisors, LLC 2,582 -1.30 612 5.34
2025-07-28 13F IFC Advisors LLC 1,082 256
2025-08-05 13F Integrity Financial Corp /WA 30 -40.00 7 -36.36
2025-08-13 13F Rsm Us Wealth Management Llc 178,520 -25.52 42,431 22.68
2025-07-21 13F Stock Yards Bank & Trust Co 9,090 4.63 2,154 11.84
2025-08-14 13F Novus Advisors, Llc 1,153 -41.35 273 -37.24
2025-08-06 13F Marco Investment Management Llc 1,067 0.00 253 6.78
2025-08-11 13F Estate Counselors, LLC 0 -100.00 0
2025-07-28 13F Wealthspan Partners, Llc 9,628 -0.25 2,282 6.59
2025-08-14 13F LaSalle St. Investment Advisors, LLC 1,321 0
2025-07-23 13F Center For Asset Management LLC 1,988 -28.02 477 -22.06
2025-07-17 13F DiNuzzo Private Wealth, Inc. 3,864 0.00 826 5.76
2025-07-21 13F Life Planning Partners, Inc 10,547 -3.68 2,499 2.92
2025-07-29 13F Spreng Capital Management, Inc. 1,540 -9.20 365 -3.19
2025-08-06 13F Regimen Wealth, Llc 853 -6.37 202 0.00
2025-08-07 13F Midland Wealth Advisors Llc 3,255 -2.25 771 4.47
2025-07-28 13F Frazier Financial Advisors, LLC 17,598 -3.87 4,170 2.73
2025-07-21 13F Mattern Capital Management, Llc 2,283 0.00 541 6.92
2025-07-08 13F Zrc Wealth Management, Llc 2,220 -1.33 526 5.41
2025-08-07 13F CSM Advisors, LLC 39,461 -1.80 9 12.50
2025-08-08 13F Mittelman Wealth Management 22,613 44.56 5,359 54.53
2025-07-16 13F Encompass Wealth Advisors, Llc 10,272 2.08 2,434 9.10
2025-07-25 13F Index Fund Advisors, Inc. 21,312 -0.16 5,051 6.70
2025-08-05 13F Washburn Capital Management, Inc. 1,729 -55.77 410 -52.77
2025-07-14 13F/A Seek First Inc. 2,698 -11.69 639 -5.61
2025-07-16 13F Cabana Llc 0 -100.00 0
2025-08-05 13F Hunter Associates Investment Management Llc 7,797 2.96 2 0.00
2025-05-14 13F D L Carlson Investment Group Inc 0 -100.00 0
2025-08-11 13F Perennial Investment Advisors, LLC 7,255 -15.43 1,719 -9.62
2025-07-18 13F Founders Capital Management 446 0.00 106 7.14
2025-08-14 13F Millennium Management Llc 2,527 599
2025-08-15 13F Semmax Financial Advisors Inc. 8,918 0.60 2,142 8.13
2025-07-22 13F Clarius Group, LLC 1,482 0.00 351 7.01
2025-08-12 13F New Republic Capital, LLC 274 0.00 65 8.33
2025-07-31 13F Ballast Advisors Llc 83 15.28 20 26.67
2025-07-30 13F Cornerstone Advisory, LLC 1,084 6.27 257 14.80
2025-07-16 13F West Branch Capital LLC 126 0.00 30 7.41
2025-07-25 13F FIDELIS iM, LLC 5,200 0.00 1,232 123,100.00
2025-07-30 13F Bogart Wealth, LLC 1,262 -6.73 299 0.00
2025-08-13 13F Millstone Evans Group, LLC 517 0.00 123 7.02
2025-07-30 13F Evermay Wealth Management Llc 12,945 21.53 3,073 30.10
2025-07-17 13F HCR Wealth Advisors 1,027 244
2025-07-16 13F Asset Allocation & Management Company, LLC 4,345 -18.17 1 0.00
2025-08-01 13F Bessemer Group Inc 246,587 17.37 58 26.09
2025-04-30 13F Ramiah Investment Group 24,464 20.27 5,425 25.01
2025-07-16 13F Vestia Personal Wealth Advisors 1,590 24.71 377 33.33
2025-08-01 13F Planning Directions Inc 3,117 -3.80 739 2.79
2025-07-30 13F Onyx Bridge Wealth Group LLC 8,351 -2.44 1,979 4.21
2025-07-11 13F Essex Savings Bank 7,728 1.71 1,831 8.73
2025-08-11 13F Lake Street Financial Llc 1,608 14.69 381 22.90
2025-07-21 13F Creative Capital Management Investments LLC 150 0.00 36 6.06
2025-07-07 13F Enterprise Bank & Trust Co 2,471 586
2025-07-25 13F Transcendent Capital Group LLC 2,585 0.04 612 6.99
2025-08-08 13F Sawgrass Asset Management Llc 36,485 -0.68 8,646 6.15
2025-08-08 13F Ironwood Investment Counsel, LLC 14,163 -1.07 3,356 5.73
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 33,014 7.47 7,850 15.24
2025-08-14 13F Ameriprise Financial Inc 2,342,693 7.99 554,795 15.33
2025-07-22 13F Appleton Partners Inc/ma 2,151 10.76 1
2025-07-07 13F TruWealth Advisors, LLC 1,709 -0.87 405 6.02
2025-08-11 13F Foundation Wealth Management, LLC\PA 1,245 0.00 295 6.88
2025-08-12 13F MAI Capital Management 188,608 -9.50 44,696 -3.29
2025-07-17 13F Luminvest Wealth Management LLC 1,786 0.00 425 7.59
2025-07-09 13F GEM Asset Management, LLC 3,039 34.59 731 45.62
2025-07-24 13F Callan Family Office, LLC 0 -100.00 0
2025-07-22 13F Gratus Wealth Advisors, LLC 1,239 -42.26 294 -38.32
2025-07-22 13F/A Duncan Williams Asset Management, LLC 24,619 -0.08 5,834 6.79
2025-07-16 13F Rebalance, Llc 11,555 -4.58 2,738 1.97
2025-07-16 13F First American Bank 6,259 -7.23 1,483 -0.87
2025-07-10 13F Tompkins Financial Corp 6,589 -62.00 1,561 -59.40
2025-07-17 13F Stone Point Wealth LLC 10,418 9.54 2,469 17.02
2025-05-09 13F R. W. Roge & Company, Inc. 0 -100.00 0
2025-07-11 13F Walker Financial Services, Inc. 1,052 0.00 249 6.87
2025-08-05 13F Sensible Money, LLC 1,183 0.00 280 6.87
2025-07-11 13F Adirondack Trust Co 1,210 1.00 287 7.92
2025-08-04 13F Mesirow Financial Investment Management, Inc. 23,697 -4.67 5,616 1.87
2025-05-13 13F Adams Wealth Management 5,170 -31.67 1,146 -36.93
2025-05-15 13F Cyrus J. Lawrence, LLC 0 -100.00 0
2025-07-18 13F First Pacific Financial 1,093 54.60 259 65.38
2025-08-04 13F L.m. Kohn & Company 1,093 -18.62 259 -12.79
2025-08-14 13F Principia Wealth Advisory, LLC 667 158
2025-08-01 13F Facet Wealth, Inc. 1,763 56.43 426 71.37
2025-08-15 13F Morse Asset Management, Inc 7 -22.22 2 0.00
2025-07-18 13F TPG Advisors LLC 1,338 15.84 317 23.83
2025-07-17 13F City Holding Co 294 0.00 70 6.15
2025-07-29 13F May Barnhard Investments LLC 19,156 6.71 4,540 14.05
2025-07-08 13F Apella Capital, LLC 81,694 37.10 19,659 55.61
2025-08-11 13F Pin Oak Investment Advisors Inc 165 3.12 0
2025-07-21 13F Compass Planning Associates Inc 9,055 2.57 2,146 9.61
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 21,703 5.77 5,143 13.03
2025-07-18 13F United Bank 22,656 2.01 5,369 9.04
2025-08-13 13F Van Hulzen Asset Management, LLC 1,003 0.00 238 6.76
2025-08-11 13F Addison Capital Co 8,686 20.15 2,058 28.38
2025-08-14 13F Objective Capital Management, LLC 12,511 -0.40 2,965 6.43
2025-07-10 13F Focus Financial Network, Inc. 8,618 10.20 2,049 18.17
2025-07-17 13F Fee-Only Financial Planning, L.C. 43,819 0.90 10,384 7.83
2025-08-14 13F Karpus Management, Inc. 324,978 -0.39 77,013 6.46
2025-07-16 13F Kathmere Capital Management, LLC 46,782 1.16 11,086 8.11
2025-08-06 13F Disciplined Investors, L.L.C. 1,370 0.22 325 6.93
2025-07-24 13F FinDec Wealth Services, Inc. 18,937 -7.13 4,488 -0.75
2025-08-14 13F Sand Hill Global Advisors, LLC 37,467 -14.08 8,879 -8.17
2025-07-31 13F/A Avion Wealth 116 0.00 0
2025-07-15 13F Foster Victor Wealth Advisors, LLC 1,024 249
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 13,766 -1.46 3,262 5.33
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 81,174 -2.92 19,244 3.79
2025-05-15 13F Sykon Capital Llc 0 -100.00 0
2025-07-25 13F We Are One Seven, LLC 14,794 10.77 3,506 18.37
2025-05-15 13F CAPROCK Group, Inc. 45,993 1.71 10,199 -6.13
2025-07-14 13F Abacus Wealth Partners, LLC 3,172 752
2025-07-31 13F Blake Schutter Theil Wealth Advisors, LLC 890 211
2025-08-14 13F Colony Group, LLC 177,463 9.97 42,074 17.57
2025-08-08 13F Strategies Wealth Advisors, LLC 9,377 -7.51 2,222 -1.16
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 10,675 0.00 2,530 6.84
2025-07-23 13F Vontobel Holding Ltd. 10,851 -6.57 2,571 -0.16
2025-07-23 13F Tyche Wealth Partners LLC 851 202
2025-04-28 13F RKL Wealth Management LLC 0 -100.00 0
2025-07-10 13F Selective Wealth Management, Inc. 1,024 -12.40 249 3.75
2025-08-14 13F Evercore Wealth Management, LLC 24,541 -0.20 5,816 6.64
2025-07-03 13F Trust Co of the South 63,362 17.27 15,016 25.32
2025-07-16 13F Meridian Investment Counsel Inc. 4,569 -0.28 1,083 6.50
2025-08-11 13F Hopwood Financial Services, Inc. 135 0.00 32 6.90
2025-07-16 13F Cove Private Wealth, LLC 12,162 66.79 2,882 78.23
2025-08-13 13F Fort Sheridan Advisors Llc 0 -100.00 0
2025-07-15 13F Armis Advisers, LLC 23,422 27.98 5,559 36.96
2025-05-05 13F Lindbrook Capital, Llc 12,204 -13.82 2,706 -20.46
2025-07-23 13F Eagle Strategies LLC 2,475 -3.32 587 3.35
2025-08-25 13F/A Promus Capital, LLC 120 28
2025-08-04 13F HBK Sorce Advisory LLC 1,669 0.30 395 7.34
2025-08-26 13F Nautilus Advisors LLC 1,800 0.00 427 6.77
2025-08-05 13F Rareview Capital LLC 30,338 -13.24 7,189 -7.29
2025-08-12 13F Main Management LLC 0 -100.00 0
2025-08-04 13F Joseph P. Lucia & Associates, LLC 9,885 -13.29 2,343 -7.36
2025-08-13 13F Patrick M Sweeney & Associates, Inc 1,626 11.75 395 22.67
2025-08-14 13F Fortress Private Ledger, Llc 0 -100.00 0
2025-08-06 13F Twin Capital Management Inc 0 -100.00 0
2025-08-14 13F Diversify Advisory Services, LLC 2,687 23.88 659 40.00
2025-08-05 13F Integrity Wealth Solutions LLC 3,456 110.09 819 125.00
2025-08-11 13F Private Advisor Group, LLC 356,700 2.57 84,531 9.62
2025-07-11 13F First PREMIER Bank 24,402 -1.88 6 0.00
2025-08-12 13F Change Path, LLC 102,180 4.09 24,215 11.24
2025-05-29 NP RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares 0 -100.00 0 -100.00
2025-08-07 13F Resources Investment Advisors, LLC. 47,232 -0.12 11,193 6.74
2025-07-21 13F Verus Financial Partners, Inc. 4,098 -1.37 998 15.64
2025-07-24 13F Endeavor Private Wealth, Inc. 0 -100.00 0
2025-08-12 13F Associated Banc-corp 94,028 16.04 22,283 24.01
2025-07-22 13F Coastal Investment Advisors, Inc. 332 970.97 79 1,200.00
2025-07-14 13F Proathlete Wealth Management Llc 0 -100.00 0
2025-07-23 13F Armbruster Capital Management, Inc. 4,239 15.16 1,005 23.04
2025-08-13 13F Beacon Pointe Advisors, LLC 68,213 16.47 16,165 24.47
2025-08-14 13F Wells Fargo & Company/mn 5,868,185 0.88 1,390,642 7.81
2025-08-04 13F Bordeaux Wealth Advisors LLC 3,799 -2.09 900 4.65
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 7,382 3.81 1,749 10.98
2025-07-21 13F Keb Asset Management, Llc 2,621 -8.80 621 -2.51
2025-07-30 13F Phillips Financial Management, Llc 12,504 -0.82 2,963 6.01
2025-07-16 13F Cambridge Advisors Inc. 33,036 17.83 7,829 25.93
2025-07-15 13F Retirement Guys Formula Llc 6,153 -1.22 1,414 1.80
2025-08-11 13F Plum Street Advisors, LLC 56,343 -0.12 13,352 6.74
2025-07-17 13F Independence Bank of Kentucky 5,499 -3.41 1,303 3.25
2025-07-24 13F Rice Partnership, LLC 5 -58.33 1 -50.00
2025-08-13 13F Manning & Napier Advisors Llc 42,542 -1.61 10,083 5.17
2025-07-10 13F Signal Advisors Wealth, LLC 27,636 5.52 6,549 12.78
2025-08-06 13F Agf Management Ltd 68,092 -14.46 16,136 -8.59
2025-07-16 13F New Insight Wealth Advisors 1,437 -32.57 341 -27.97
2025-08-12 13F Vawter Financial, Ltd. 1,255 -97.25 297 -97.07
2025-07-24 13F Edge Financial Advisors LLC 1,981 -8.71 470 -2.49
2025-08-14 13F Wetherby Asset Management Inc 5,186 2.49 1,229 1.07
2025-07-15 13F Cranbrook Wealth Management, LLC 10,230 -4.00 2,424 2.62
2025-07-17 13F Sage Rhino Capital Llc 70,328 4.78 16,666 11.98
2025-07-11 13F Bell Bank 2,001 0.00 474 7.00
2025-08-06 13F Paragon Capital Management Inc 13,483 -1.55 3,195 5.24
2025-07-14 13F UMA Financial Services, Inc. 2,109 -2.32 500 4.39
2025-07-11 13F Grove Bank & Trust 23,254 -19.04 5,511 -13.49
2025-07-21 13F Segment Wealth Management, LLC 3,413 0.00 809 6.88
2025-08-13 13F ESL Trust Services, LLC 231 0.00 55 5.88
2025-07-30 13F Whittier Trust Co 53,183 1.68 12,603 8.67
2025-08-13 13F Capital Group Private Client Services, Inc. 48,664 0.36 11,532 7.25
2025-07-25 13F Astoria Portfolio Advisors LLC. 2,499 68.40 613 96.15
2025-08-06 13F Kcm Investment Advisors Llc 5,767 14.22 1,367 22.07
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 557,930 3.00 132,626 10.42
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 8,232 256.98 1,951 281.60
2025-08-13 13F Greenwich Wealth Management LLC 14,554 -0.24 3 0.00
2025-04-23 13F Field & Main Bank 0 -100.00 0
2025-08-06 13F Moors & Cabot, Inc. 1,251 -5.66 297 1.02
2025-08-11 13F Johnson Financial Group, LLC 111,421 -3.16 26,405 3.50
2025-07-28 13F Nestegg Advisors, Inc. 2,547 0.00 604 6.91
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 14,639 3,469
2025-07-31 13F Pacitti Group Inc. 4,457 2.13 1,059 9.41
2025-08-15 13F Equitable Holdings, Inc. 353,069 11.40 83,670 19.05
2025-07-23 13F Pillar Financial Advisors, LLC 1,629 0.00 386 6.93
2025-04-30 13F BCJ Capital Management, LLC 0 -100.00 0
2025-07-11 13F Compass Ion Advisors, LLC 20,526 -24.12 4,864 -18.91
2025-08-12 13F Wealth Dimensions Group, Ltd. 2,424 -0.08 574 6.89
2025-07-15 13F Elevated Capital Advisors, LLC 9,336 0.00 2,070 0.00
2025-08-07 13F Cascade Financial Partners, LLC 5,894 3.39 1,397 10.44
2025-08-13 13F Maia Wealth LLC 4,759 -3.27 1,128 10.06
2025-05-14 13F Texas Capital Bank Wealth Management Services Inc 0 -100.00 0
2025-07-15 13F World Equity Group, Inc. 5,389 29.95 1,277 38.96
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 135,675 -2.36 32,152 4.34
2025-08-11 13F Dorsey & Whitney Trust CO LLC 8,894 -12.62 2,108 -6.65
2025-07-18 13F CHURCHILL MANAGEMENT Corp 946,160 224,221
2025-08-15 13F Kestra Advisory Services, LLC 206,386 2.70 48,909 9.75
2025-08-06 13F Prospera Financial Services Inc 33,837 23.67 8,031 32.18
2025-08-11 13F Synergy Investment Management, LLC 1,380 -3.29 327 3.48
2025-08-13 13F Rosenblum Silverman Sutton S F Inc /ca 3,948 0.00 936 6.86
2025-04-17 13F Retirement Solution Inc. 0 -100.00 0 -100.00
2025-08-04 13F Bridgewealth Advisory Group, LLC 11,178 654.25 2,649 707.32
2025-08-15 13F Urban Financial Advisory Corp 1,627 4.16 386 11.27
2025-08-07 13F Winch Advisory Services, LLC 126 -18.18 30 -14.71
2025-07-10 13F Baker Tilly Financial, Llc 1,616 0.00 383 6.70
2025-07-09 13F Reyes Financial Architecture, Inc. 839 -23.03 199 -17.84
2025-08-08 13F/A Prospect Financial Services LLC 1,105 12.76 262 20.28
2025-07-14 13F Harbor Group, Inc. 5,791 -2.31 1,372 4.41
2025-08-14 13F Bank Of Hawaii 110,292 0.72 26,137 7.64
2025-08-11 13F Western Wealth Management, LLC 5,485 6.65 1,300 13.95
2025-08-13 13F Farnam Financial LLC 9,097 171.31 2,156 190.04
2025-05-12 13F Cahill Wealth Management, LLC 3,932 -2.33 872 -9.93
2025-08-01 13F Brookwood Investment Group LLC 11,810 -6.21 2,799 0.21
2025-04-28 13F Buffington Mohr McNeal 0 -100.00 0
2025-07-24 13F Coordinated Financial Services, Inc. 12,174 3.16 2,885 1.73
2025-07-31 13F Hanlon Investment Management, Inc. 13,566 -7.80 3,215 -1.47
2025-08-05 13F MidAtlantic Capital Management, Inc. 7,927 0.37 1,879 7.25
2025-08-05 13F Prosperity Consulting Group, LLC 3,093 -70.84 733 -68.84
2025-08-12 13F Steward Partners Investment Advisory, Llc 99,402 28.53 23,556 37.36
2025-07-16 13F Patron Partners Advisors, Llc 6,314 10.33 1,496 17.89
2025-07-23 13F Colony Family Offices, LLC 30,234 -0.21 7,189 7.00
2025-08-07 13F Vise Technologies, Inc. 13,351 287.43 3,164 282.47
2025-08-13 13F Scotia Capital Inc. 9,887 -4.33 2,343 2.23
2025-08-08 13F Union Savings Bank 158 0.00 38 8.57
2025-07-29 13F Disciplined Investments, LLC 4,100 -0.77 972 6.00
2025-08-14 13F Moneta Group Investment Advisors Llc 477,756 2.45 113,219 9.49
2025-08-05 13F Welch & Forbes Llc 12,230 -0.09 2,898 6.78
2025-08-14 13F Certified Advisory Corp 22,859 4.03 5,417 11.19
2025-08-06 13F Ironwood Wealth Management, LLC. 366 262.38 87 290.91
2025-07-25 13F Means Investment Co., Inc. 1,493 2.97 354 9.97
2025-08-12 13F Team Hewins, LLC 2,020 -26.55 480 -21.35
2025-07-17 13F Hanson & Doremus Investment Management 238 0.00 0
2025-08-01 13F SYM FINANCIAL Corp 869 -8.33 206 -2.38
2025-07-25 13F JustInvest LLC 2,754 11.09 653 18.76
2025-08-05 13F Claro Advisors LLC 18,510 -7.62 4,387 -1.28
2025-08-12 13F Wisconsin Wealth Advisors, LLC 6,099 4.35 1,445 11.50
2025-08-13 13F Lynch Asset Management, Inc. 17,835 4.39 4,227 11.56
2025-07-11 13F Scott Capital Advisors, LLC 131,841 -0.06 32,115 9.79
2025-07-15 13F Beacon Investment Advisory Services, Inc. 1,733 -5.46 411 0.99
2025-07-15 13F Buttonwood Financial Advisors Inc. 1,059 0.00 251 6.84
2025-08-14 13F McIlrath & Eck, LLC 59,184 0.49 14,026 7.39
2025-08-13 13F Ark & Tlk Investments, Llc 3,248 0.03 770 6.81
2025-08-13 13F Loomis Sayles & Co L P 204 0.00 48
2025-07-09 13F Aurelius Family Office LLC 23,397 -2.83 5,545 3.84
2025-07-10 13F Atticus Wealth Management, Llc 159 0.00 38 5.71
2025-07-07 13F Vishria Bird Financial Group, LLC 2,342 555
2025-08-11 13F HighTower Advisors, LLC 859,492 -6.13 203,683 0.32
2025-08-12 13F Proequities, Inc. 0 0
2025-07-23 13F Bluestem Financial Advisors, Llc 116,954 -0.42 27,716 6.42
2025-08-14 13F Murphy & Mullick Capital Management Corp 274 0.00 66 10.00
2025-07-22 13F Confluence Wealth Services, Inc. 3,660 0.77 867 13.48
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 1,137 16.74 269 25.12
2025-07-25 13F RoundAngle Advisors LLC 938 -10.24 222 -3.90
2025-08-04 13F Continental Investors Services, Inc. 0 -100.00 0
2025-07-29 13F Crux Wealth Advisors 0 -100.00 0
2025-07-30 13F BCK Partners, Inc. 79,352 3.82 18,805 10.95
2025-07-07 13F Wesbanco Bank Inc 30,631 59.28 7,259 70.22
2025-08-11 13F Outlook Wealth Advisors, LLC 2,552 0.00 605 6.90
2025-08-04 13F Bristlecone Advisors, LLC 63,441 -0.55 15,034 6.28
2025-08-14 13F Apriem Advisors 11,560 83.06 2,740 95.64
2025-08-01 13F PCA Investment Advisory Services Inc. 13,576 -0.73 3,217 6.10
2025-08-12 13F Coldstream Capital Management Inc 208,643 149.81 49,545 167.52
2025-07-21 13F Custos Family Office, LLC 6,023 -10.47 1,427 -4.29
2025-07-16 13F Plancorp, LLC 19,403 -45.86 4,598 -42.14
2025-08-04 13F Savvy Advisors, Inc. 22,695 -1.41 5,378 5.37
2025-08-08 13F Evolution Wealth Advisors, LLC 36,201 -10.46 8,579 -4.31
2025-08-04 13F Assetmark, Inc 320,964 10.15 76,062 17.71
2025-08-06 13F Paladin Advisory Group, LLC 316 12.46 75 19.35
2025-08-08 13F Meridian Wealth Management, LLC 19,755 2.71 4,681 9.78
2025-07-25 13F Welch Group, LLC 974 231
2025-07-23 13F Bellevue Asset Management, Llc 143 0.00 34 6.45
2025-08-13 13F Riverview Capital Advisers, LLC 53,189 -16.71 12,605 -10.99
2025-07-11 13F My Legacy Advisors, LLC 1,626 -55.73 398 -51.11
2025-07-29 13F Harbor Asset Planning, Inc. 1,428 338
2025-08-14 13F Great Valley Advisor Group, Inc. 71,391 -0.96 16,919 5.84
2025-08-07 13F New England Private Wealth Advisors LLC 11,234 2.25 2,742 12.52
2025-07-14 13F Clayton Financial Group LLC 1,900 -90.21 450 -89.55
2025-08-12 13F Bedel Financial Consulting, Inc. 3,933 -15.96 932 -9.07
2025-08-14 13F Bank Of America Corp /de/ 24,253,000 0.69 5,747,476 7.60
2025-07-23 13F Nbt Bank N A /ny 2,202 -0.18 522 6.54
2025-07-31 13F Cardinal Point Capital Management, ULC 0 -100.00 0
2025-08-11 13F Birchbrook, Inc. 309 3.00 73 10.61
2025-08-11 13F Cascade Wealth Advisors, Inc 2,356 -38.44 566 -28.93
2025-07-30 13F Financial Perspectives, Inc 286 35.55 68 45.65
2025-07-28 13F Courier Capital Llc 17,626 0.54 4,177 7.46
2025-07-03 13F McLean Asset Management Corp 3,906 0.18 944 25.03
2025-07-15 13F Carr Financial Group Corp 15,742 28.28 3,730 37.08
2025-07-16 13F American National Bank 154 -9.94 36 -2.70
2025-07-28 13F Jag Capital Management, Llc 4,627 0.00 1,097 6.82
2025-08-08 13F Good Life Advisors, LLC 1,646 3.65 390 10.80
2025-06-30 NP VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 967,547 86.69 209,135 61.64
2025-07-09 13F Parkside Advisors LLC 48,795 15.79 11,602 24.15
2025-08-12 13F Armor Investment Advisors, LLC 456 0.00 108 6.93
2025-08-13 13F SCS Capital Management LLC 136,744 23.57 32,423 32.13
2025-08-13 13F Baird Financial Group, Inc. 775,674 11.25 183,819 18.89
2025-07-16 13F Meridian Financial, LLC 13,967 0.28 3,310 7.16
2025-07-24 13F Conning Inc. 9,084 0.00 2,153 6.85
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 6,176 -0.44 1,464 6.40
2025-07-28 13F Evernest Financial Advisors, LLC 3,044 1.20 721 8.10
2025-07-25 13F Cwm, Llc 96,343 15.58 23 22.22
2025-07-16 13F Kendall Capital Management 5,910 -2.38 1,401 4.32
2025-07-22 13F Valpey Financial Services, LLC 3,690 874
2025-07-30 13F Crewe Advisors LLC 85,513 -0.32 20,265 6.52
2025-07-18 13F Benchmark Wealth Management, LLC 33,732 -3.03 7,994 3.62
2025-07-07 13F First Community Trust Na 1,278 8.95 303 16.15
2025-07-21 13F Single Point Partners, LLC 38,916 14.43 9 28.57
2025-08-14 13F Beaird Harris Wealth Management, LLC 7,959 -1.87 1,886 4.89
2025-07-15 13F Verum Partners LLC 35,976 138.19 8,526 154.55
2025-07-17 13F Michels Family Financial, LLC 1,144 -1.29 271 5.45
2025-08-12 13F Investments & Financial Planning, LLC 156,471 2.39 37,080 9.42
2025-08-12 13F Jpmorgan Chase & Co 1,063,051 0.78 251,922 7.70
2025-07-21 13F Keystone Financial Group, Inc. 236 -27.16 57 -19.72
2025-07-21 13F West Financial Advisors, LLC 13,722 -1.49 3,252 5.28
2025-07-14 13F Armstrong Advisory Group, Inc 1,250 -39.02 296 -39.84
2025-08-05 13F Allodium Investment Consultants, LLC 1,689 9.46 400 16.96
2025-08-05 13F Aviance Capital Partners, LLC 984 0.00 233 6.88
2025-04-29 NP EBI - Longview Advantage ETF 63,786 15,155
2025-07-29 13F Tradewinds Capital Management, LLC 65 0.00 15 7.14
2025-08-13 13F Cerity Partners LLC 628,562 8.85 148,961 16.33
2025-07-30 13F TFB Advisors LLC 13,819 12.31 3,275 20.01
2025-08-29 13F Evolution Wealth Management Inc. 248 59
2025-08-05 13F Magnolia Capital Advisors Llc 2,465 -14.23 584 -8.32
2025-05-16 13F Everstar Asset Management, LLC 11,829 3,251
2025-04-17 13F Vista Wealth Management Group, LLC 5,579 0.63 1,237 -7.13
2025-07-15 13F Alhambra Investment Partners LLC 992 9.86 235 17.50
2025-08-07 13F Gryphon Financial Partners LLC 6,454 6.93 1,529 14.28
2025-07-23 13F Penney Financial, LLC 23,260 -17.67 5,512 -12.01
2025-07-31 13F Glass Jacobson Investment Advisors llc 14,730 3.04 3,491 1.60
2025-08-08 13F EagleClaw Capital Managment, LLC 1,550 0.00 367 7.00
2025-08-11 13F Alps Advisors Inc 172,715 127.36 40,930 142.98
2025-08-12 13F Gladstone Institutional Advisory LLC 8,535 19.17 2,023 27.33
2025-08-04 13F Hantz Financial Services, Inc. 742 16.48 0
2025-08-14 13F Warren Averett Asset Management, LLC 43,197 3.27 10,237 10.36
2025-08-14 13F Granite FO LLC 328 0.00 78 6.94
2025-07-30 13F Clifford Swan Investment Counsel Llc 5,774 0.31 1,368 7.21
2025-08-11 13F Greykasell Wealth Strategies, Inc. 0 -100.00 0
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1,205 0.00 286 12.65
2025-08-07 13F Atala Financial Inc 2,098 -9.18 497 -2.93
2025-08-11 13F Novak & Powell Financial Services, Inc. 0 -100.00 0
2025-07-29 13F Gladwyn Financial Advisors, Inc. 575 136
2025-07-21 13F Rainey & Randall Investment Management Inc. 60,165 7.14 14,305 14.87
2025-08-08 13F Gts Securities Llc 30,915 29.35 7,326 38.25
2025-07-08 13F Webster Bank, N. A. 28,555 -0.12 6,767 6.74
2025-07-22 13F Valeo Financial Advisors, LLC 16,048 3.37 3,803 10.49
2025-08-06 13F Paulson Wealth Management Inc. 6,245 5.81 1,480 13.07
2025-08-14 13F Comerica Bank 316,725 4.54 75,057 11.73
2025-08-08 13F Financial Gravity Companies, Inc. 103 -41.81 24 -42.86
2025-08-13 13F Haverford Trust Co 34,862 7.51 8,262 14.90
2025-08-14 13F Acas, Llc 3,755 -1.05 939 13.97
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 3,209 -13.04 1
2025-08-12 13F Jacobi Capital Management LLC 1,397 10.17 331 17.79
2025-08-06 13F Quadrant Private Wealth Management, LLC 4,001 75.87 951 88.69
2025-07-28 13F Revolve Wealth Partners, LLC 8,598 -4.72 2,037 1.80
2025-08-07 13F Verus Capital Partners, Llc 7,644 0.57 1,811 7.48
2025-05-02 13F BluePointe Capital Management, LLC 30,958 23.66 6,865 14.11
2025-07-22 13F Relyea Zuckerberg Hanson LLC 1,760 -1.46 417 5.30
2025-05-06 13F Compass Financial Group, Inc. 0 -100.00 0
2025-07-23 13F Valmark Advisers, Inc. 32,645 0.39 7,736 7.30
2025-07-08 13F Davis Investment Partners, LLC 1,137 -16.76 272 -4.23
2025-07-23 13F Friedenthal Financial 63 0.00 15 7.69
2025-07-23 13F First Merchants Corp 20,174 -16.55 4,781 -10.82
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 1,871 18.19 444 26.21
2025-07-14 13F Financial Advisory Partners, Llc 14,803 2.48 3,508 9.52
2025-07-22 13F David Wealth Management LLC 1,486 0.00 352 6.99
2025-08-13 13F GeoWealth Management, LLC 49,309 19.85 11,685 28.08
2025-07-31 13F Optimum Investment Advisors 3,430 0.00 813 6.84
2025-08-13 13F Willis Johnson & Associates, Inc. 3,957 34.23 938 43.49
2025-07-18 13F jvl associates llc 13,531 59.23 3,207 70.17
2025-08-05 13F Lord & Richards Wealth Management, LLC 4,432 17.87 1,050 26.05
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 5,053 0.32 1,239 18.36
2025-07-17 13F Johnson Bixby & Associates, LLC 34,186 -4.56 8,101 1.99
2025-07-28 13F Davidson Investment Advisors 28,047 -83.13 6,647 -81.97
2025-07-25 13F Wealth Architects, LLC 63,169 7.97 14,970 15.38
2025-07-18 13F Pennsylvania Capital Management Inc /adv 7,475 553.98 1,771 600.00
2025-07-09 13F Kearns & Associates LLC 38,954 0.13 9,231 7.00
2025-08-12 13F Manchester Capital Management LLC 25,001 -19.55 5,925 -14.03
2025-08-13 13F MONECO Advisors, LLC 10,856 -27.05 2,573 -22.06
2025-08-13 13F Cary Street Partners Financial Llc 166,838 30.66 39,537 39.64
2025-04-28 13F O'Brien Wealth Partners LLC 0 -100.00 0
2025-07-07 13F Bangor Savings Bank 3,238 -4.29 767 2.27
2025-08-14 13F Broyhill Asset Management 850 201
2025-08-05 13F Centennial Bank/AR/ 355 0.00 84 7.69
2025-08-11 13F Alteri Wealth LLC 1,876 -16.70 445 -11.02
2025-08-06 13F Middleton & Co Inc/ma 1,730 0.00 410 6.79
2025-07-28 13F Holistic Planning, LLC 5,189 11.28 1,230 18.97
2025-07-31 13F Briaud Financial Planning, Inc 88 0.00 0
2025-07-17 13F Eagle Bluffs Wealth Management LLC 3,502 -4.84 833 1.96
2025-07-08 13F Atwood & Palmer Inc 132 0.00 31 6.90
2025-07-15 13F Kwmg, Llc 1,364 4.28 323 11.38
2025-08-13 13F Summit Wealth Group Llc / Co 3,789 901
2025-07-17 13F Sound Income Strategies, LLC 501 -22.80 119 -18.06
2025-07-22 13F Berkshire Money Management, Inc. 765 -26.93 181 -21.98
2025-07-24 13F Cyndeo Wealth Partners, LLC 89,917 3.83 21,309 10.96
2025-08-14 13F Camden Capital, LLC 1,333 0.00 316 6.78
2025-08-08 13F Mjp Associates Inc /adv 3,433 26.73 814 35.50
2025-07-11 13F Ullmann Financial Group, Inc. 1,967 0.00 466 6.88
2025-07-28 13F Rosenberg Matthew Hamilton 10 0.00 2 0.00
2025-07-16 13F Dakota Wealth Management 14,082 -0.74 3,337 6.10
2025-08-08 13F Tanglewood Legacy Advisors, LLC 104 0.00 25 4.35
2025-08-12 13F Franklin Resources Inc 20,585 -27.17 4,878 -22.16
2025-07-15 13F Bfsg, Llc 195 -39.25 46 -35.21
2025-07-29 13F Chicago Partners Investment Group LLC 151,140 2.09 37,395 14.82
2025-08-07 13F 1st Source Bank 4,112 -0.05 974 6.80
2025-07-17 13F CWA Asset Management Group, LLC 22,390 1.11 5,306 8.04
2025-07-16 13F Howard Capital Management Group, LLC 105,880 1.19 25,091 8.14
2025-07-17 13F Enclave Advisors LLC 0 -100.00 0
2025-07-16 13F PFS Partners, LLC 44 0.00 10 11.11
2025-08-15 13F Howland Capital Management Llc 7,447 -2.46 1,771 4.55
2025-08-04 13F Buck Wealth Strategies, LLC 1,705 -26.76 404 -21.90
2025-07-09 13F Camelot Technology Advisors, Inc. 869 206
2025-08-04 13F One Day In July LLC 17,538 23.28 4,156 31.77
2025-08-18 13F Tactive Advisors, LLC 3,641 206.48 863 218.08
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1,574 19.06 374 27.30
2025-08-13 13F Meridian Wealth Partners, LLC 4,858 -4.33 1,151 2.31
2025-08-01 13F American Financial & Tax Strategies Inc 1,860 -7.92 441 -1.57
2025-07-21 13F Ashton Thomas Securities, Llc 3,466 2.73 821 9.76
2025-08-14 13F Hancock Whitney Corp 1,314 0.00 311 6.87
2025-08-13 13F Natixis Advisors, L.p. 562,385 3.29 133 10.83
2025-07-28 13F Perfromance Wealth Partners, LLC 11,254 4.24 2,667 11.36
2025-07-29 13F Angeles Wealth Management, Llc 2,361 81.90 560 94.77
2025-08-12 13F Aspiring Ventures, LLC 1,158 0.00 274 7.87
2025-07-30 13F Fusion Family Wealth LLC 412,456 3.97 97,744 11.11
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 137,218 13.81 32,494 21.64
2025-08-06 13F True Wealth Design, LLC 392 0.00 93 6.98
2025-07-10 13F Kozak & Associates, Inc. 257 83.57 63 113.79
2025-07-10 13F Shira Ridge Wealth Management 847 201
2025-07-30 13F Fingerlakes Wealth Management, Inc. 2,617 0.42 620 7.45
2025-08-11 13F Wealthspire Advisors, LLC 801,260 7.03 189,885 14.38
2025-05-14 13F PKS Advisory Services, LLC 0 -100.00 0
2025-07-23 13F Opulen Financial Group LLC 6,927 7.45 1,642 14.84
2025-07-25 13F Richardson Financial Services Inc. 4,965 67.74 1,184 80.49
2025-08-08 13F Principal Financial Group Inc 2,243 0.00 532 6.84
2025-07-01 13F Harbor Investment Advisory, Llc 3,094 -30.24 733 -25.43
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 2,727 3.06 646 10.24
2025-08-11 13F Lowe Brockenbrough & Co Inc 6,768 37.42 1,604 46.79
2025-07-21 13F River Street Advisors LLC 1,580 0.00 374 6.86
2025-07-23 13F Sunbeam Capital Management, LLC 4,472 0.00 1,063 7.27
2025-08-12 13F Latigo Investments, LLC 30,671 0.00 7,268 6.87
2025-07-11 13F Thomasville National Bank 2,440 1.67 578 8.65
2025-08-08 13F Starr Indemnity & Liability Co 0 -100.00 0
2025-07-22 13F PUREfi Wealth, LLC 0 -100.00 0
2025-08-12 13F Goepper Burkhardt LLC 1,657 8.02 393 15.29
2025-05-02 13F Prevail Innovative Wealth Advisors, Llc 0 -100.00 0
2025-07-28 13F Ritholtz Wealth Management 19,323 116.38 4,579 131.26
2025-07-24 13F KC Investment Advisors, LLC 864 -97.61 205 -97.46
2025-07-17 13F Alliance Wealth Advisors, LLC 1,396 0.00 331 6.80
2025-07-18 13F Tanager Wealth Management LLP 10,574 -0.66 2,506 6.19
2025-07-30 13F Sentry LLC 1,048 -2.96 248 3.77
2025-05-09 13F Delta Financial Group, Inc. 2,323 1.89 1
2025-07-25 13F Stephens Consulting, LLC 14,879 0.14 3,526 7.01
2025-07-30 13F Wbh Advisory Inc 94,705 3.23 22,443 10.32
2025-07-25 13F Mitchell Sinkler & Starr/pa 9,114 6.26 2,160 13.57
2025-08-05 13F Key FInancial Inc 1,357 -13.35 322 -7.49
2025-08-12 13F CIBC Private Wealth Group, LLC 1,180,480 -2.73 279,750 18.98
2025-08-04 13F JDM Financial Group LLC 45,621 3.28 10,811 10.37
2025-07-17 13F Moss Adams Wealth Advisors LLC 3,205 -4.19 762 2.83
2025-08-14 13F BCS Private Wealth Management, Inc. 7,043 2
2025-07-22 13F DBK Financial Counsel, LLC 5,597 -1.93 1,326 4.82
2025-08-14 13F D. E. Shaw & Co., Inc. 0 -100.00 0
2025-07-15 13F Cora Capital Advisors Llc 1,594 378
2025-07-18 13F Parsons Capital Management Inc/ri 12,422 -6.58 2,944 -0.17
2025-08-14 13F Betterment LLC 244,160 52.43 58 62.86
2025-08-01 13F Zhang Financial LLC 9,717 38.99 2,303 48.52
2025-08-07 13F Allworth Financial LP 63,445 2.79 15,035 13.14
2025-07-08 13F Melone Private Wealth, LLC 1,955 0.00 464 6.93
2025-07-11 13F Harbour Capital Advisors, LLC 1,154 279
2025-08-08 13F WP Advisors, LLC 137,894 460.68 32,678 499.27
2025-07-09 13F Sandy Cove Advisors, LLC 37,321 3.35 8,844 10.45
2025-07-22 13F Legacy Trust 976 -14.08 231 -7.97
2025-05-15 13F Wealth Management Strategies, Inc. 28,949 11.17 6,419 10,253.23
2025-07-29 13F Stratos Wealth Advisors, LLC 28,208 6.10 6,685 13.38
2025-04-15 13F Accurate Wealth Management, LLC 0 -100.00 0 -100.00
2025-07-31 13F BIP Alliance, LLC 1,288 305
2025-07-31 13F City State Bank 9,719 -1.87 2,303 4.87
2025-08-18 13F/A National Bank Of Canada /fi/ 18,379 -41.07 4,356 -37.02
2025-07-31 13F Fiduciary Wealth Partners, LLC 21,566 -60.19 5,111 -57.46
2025-08-12 13F Edmond De Rothschild Holding S.a. 12,500 0.00 2,962 6.89
2025-08-07 13F McClarren Financial Advisors, Inc. 57,006 5.13 13,509 112,475.00
2025-07-25 13F Johnson Investment Counsel Inc 56,444 14.86 13,376 22.75
2025-08-05 13F Lifeworks Advisors, LLC 1,509 1.41 358 8.51
2025-08-11 13F Frank, Rimerman Advisors LLC 16,134 11.75 3,823 19.43
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 146,144 1.42 34,633 8.39
2025-08-08 13F Firestone Capital Management 1,330 34.34 315 43.84
2025-07-08 13F Charis Legacy Partners, LLC 2,367 0.00 561 7.06
2025-08-13 13F F/M Investments LLC 1,566 -55.17 367 -52.52
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 2,249 18.43 533 26.37
2025-08-11 13F Madison Asset Management, LLC 3,106 0.00 736 6.98
2025-08-13 13F American Money Management, LLC 3,695 -0.19 876 6.71
2025-08-05 13F Elm Partners Management LLC 25,656 -35.35 6,080 -30.92
2025-07-11 13F Kingstone Capital Partners Texas, LLC 1,317,738 277
2025-07-22 13F Penobscot Investment Management Company, Inc. 2,297 -5.63 544 0.93
2025-07-22 13F BridgePort Financial Solutions, LLC 18,015 7.32 4,269 14.70
2025-08-08 13F Bailard, Inc. 35,242 0.36 8,352 7.26
2025-08-14 13F Jane Street Group, Llc Call 24,300 95.97 5,759 109.46
2025-08-14 13F Jane Street Group, Llc Put 2,700 3.85 640 10.94
2025-08-05 13F Dravo Bay Llc 974 0.31 231 6.98
2025-08-06 13F Adviser Investments LLC 39,058 2.15 9,256 9.18
2025-07-09 13F Market Street Wealth Management Advisors Llc 9,025 0.23 2,139 7.11
2025-08-05 13F Gilbert & Cook, Inc. 991 -0.30 235 6.36
2025-08-14 13F Fiduciary Trust Co 31,059 -5.93 7,360 0.53
2025-07-02 13F Crumly & Associates Inc. 972 0.21 230 6.98
2025-08-04 13F Impact Partnership Wealth, LLC 974 0.00 231 6.98
2025-08-11 13F Great Lakes Advisors, Llc 14,167 -11.07 3,357 -4.95
2025-08-06 13F Columbia River Financial Group, LLC 12,313 8.51 3 0.00
2025-08-12 13F Allen Capital Group, LLC 2,057 -6.03 487 0.41
2025-08-11 13F GW&K Investment Management, LLC 5,860 -28.21 1 0.00
2025-08-08 13F Creative Planning 1,965,440 -1.66 465,770 5.10
2025-07-17 13F Stockman Wealth Management, Inc. 1,481 -1.27 351 5.42
2025-08-14 13F Full Sail Capital, LLC 99,068 38.00 23,477 47.49
2025-05-01 13F Schechter Investment Advisors, LLC 4,699 40.86 1,042 29.96
2025-05-15 13F Proquility Private Wealth Partners, LLC 46,001 -0.97 10,201 -8.61
2025-08-11 13F Amara Financial, Llc. 5,502 141.32 1,304 158.02
2025-08-13 13F My Purposeful Wealth Corp. 1,442 -1.57 347 7.10
2025-04-01 13F Cornerstone Planning, LLC 16,027 3,851
2025-08-08 13F Francis Financial, Inc. 2,385 0.59 565 7.62
2025-07-30 13F White Lighthouse Investment Management Inc. 24,469 1.32 5,799 8.27
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 1,585 0.00 377 7.12
2025-07-11 13F Pinnacle Bancorp, Inc. 2,361 5.12 560 12.25
2025-04-24 13F Financial Life Advisors 0 -100.00 0
2025-08-11 13F Morling Financial Advisors, LLC 889 -23.03 211 -17.97
2025-07-23 13F Stephen J. Garry & Associates, Llc 2,051 5.13 486 12.50
2025-07-30 13F Warther Private Wealth, LLC 0 -100.00 0
2025-08-13 13F Gamco Investors, Inc. Et Al 17,557 4,161
2025-08-12 13F Weitzel Financial Services, Inc. 1,632 0.00 392 13.66
2025-07-09 13F Affinity Capital Advisors, LLC 7,943 -1.08 1,882 13.92
2025-07-18 13F Madrona Financial Services, LLC 41,513 7.73 9,838 15.12
2025-08-04 13F Balentine LLC 17,079 0.00 4,047 6.87
2025-07-30 13F Nottingham Advisors, Inc. 873 -30.93 207 -26.43
2025-07-22 13F McNaughton Wealth Management, LLC 18,847 7.21 4,466 14.57
2025-07-31 13F FSM Wealth Advisors, LLC 1,643 12.61 395 22.29
2025-07-21 13F Crews Bank & Trust 509 0.00 121 7.14
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 11,917 23.86 2,824 32.40
2025-05-16 13F Coordinated Financial Services, Inc./CO 12,069 3.65 2,676 5.44
2025-08-06 13F Golden State Wealth Management, LLC 3,446 6.49 817 13.81
2025-08-12 13F Ameritas Investment Partners, Inc. 12,109 7.30 2,870 14.67
2025-08-15 13F Northeast Financial Consultants Inc 2,807 -0.07 665 6.91
2025-07-17 13F Investment Research & Advisory Group, Inc. 12,017 -0.64 2,848 6.19
2025-07-07 13F Modus Advisors, LLC 9,736 -1.13 2,307 5.68
2025-07-22 13F James Reed Financial Services, Inc. 0 -100.00 0
2025-08-11 13F Strategic Wealth Partners, Ltd. 512 121
2025-07-11 13F Rockwood Wealth Management, LLC 5,840 -2.39 1,384 4.30
2025-05-08 13F North Star Asset Management Inc 0 -100.00 0
2025-07-17 13F Wolff Wiese Magana Llc 32 0.00 8 0.00
2025-07-23 13F L.K. Benson & Company, P.C. 3,784 -0.58 897 6.16
2025-07-24 13F Capital Advisors, Ltd. LLC 2,178 -10.48 1
2025-08-08 13F Fiera Capital Corp 5,152 -50.88 1,221 -47.53
2025-08-13 13F River Wealth Advisors LLC 4,013 0.88 951 7.82
2025-07-16 13F Crowley Wealth Management, Inc. 278 0.00 66 6.56
2025-07-11 13F Cypress Financial Planning Llc 1,568 372
2025-08-13 13F Balanced Wealth Group Llc 20,285 -0.81 4,900 8.03
2025-07-25 13F Sequoia Financial Advisors, LLC 28,807 -16.91 6,827 -11.20
2025-07-17 13F Venture Visionary Partners LLC 34,965 -5.04 8,286 1.48
2025-07-18 13F First United Bank Trust/ 13,774 -13.69 3,264 -7.74
2025-08-12 13F Retirement Planning Co of New England, Inc. 7,189 -2.52 1,704 4.16
2025-08-14 13F Jane Street Group, Llc 10,039 -10.37 2,379 -4.19
2025-05-07 13F WMS Partners, LLC 0 -100.00 0
2025-07-29 13F Aull & Monroe Investment Management Corp 1,168 0.00 277 6.56
2025-08-13 13F Holos Integrated Wealth LLC 9,416 -12.18 2,261 -4.92
2025-07-09 13F Westbourne Investments, Inc. 1,590 -1.55 377 5.03
2025-07-17 13F/A Capital Investment Advisors, LLC 7,432 -7.68 1,761 -1.34
2025-07-11 13F Seacrest Wealth Management, Llc 7,278 6.43 1,725 13.72
2025-07-17 13F Janney Montgomery Scott LLC 191,671 -14.72 45 -8.16
2025-07-15 13F Sheets Smith Wealth Management 1,351 -0.15 320 6.67
2025-08-12 13F Private Management Group Inc 973 231
2025-07-23 13F Matisse Capital 996 0.00 236 7.27
2025-08-08 13F Your Advocates Ltd., LLP 5 -58.33 1 -50.00
2025-07-28 13F Duncker Streett & Co Inc 7,613 -3.14 1,804 3.50
2025-07-22 13F Belpointe Asset Management LLC 15,475 63.43 3,667 74.70
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 55,633 -1.43 13,184 5.34
2025-05-15 13F Nia Impact Advisors, Llc 0 -100.00 0
2025-08-04 13F UNIVEST FINANCIAL Corp 1,407 -66.40 333 -64.12
2025-04-16 13F Krilogy Financial LLC 0 -100.00 0 -100.00
2025-08-12 13F J.w. Cole Advisors, Inc. 54,975 97.33 13,028 110.86
2025-08-08 13F Petix & Botte Co 14,208 -1.81 3,367 4.93
2025-07-23 13F Arcadia Investment Advisors Llc 441 105
2025-08-12 13F Forum Private Client Group LLC 1,399 -1.89 331 4.75
2025-08-08 13F Kaizen Financial Strategies 1,389 -29.13 329 -24.19
2025-08-12 13F/A Brightwater Advisory LLC 25,203 3.12 5,973 10.20
2025-08-13 13F Trustmark National Bank Trust Department 336,725 -11.28 79,797 -5.19
2025-08-14 13F Vista Private Wealth Partners. LLC 2,633 -0.79 624 6.12
2025-07-31 13F Conservest Capital Advisors, Inc. 3,898 -1.69 924 5.01
2025-06-30 NP Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R 9,415 5.76 2,035 -8.42
2025-05-14 13F Sellwood Investment Partners LLC 0 -100.00 0
2025-07-08 13F Madison Park Capital Advisors, LLC 1,571 6.51 372 13.76
2025-08-08 13F Glaxis Capital Management, LLC 2,433 0.00 577 6.86
2025-08-14 13F Ruggaard & Associates LLC 27,078 -5.32 6,417 1.18
2025-08-14 13F Ancora Advisors, LLC 30,837 -1.10 7,308 5.68
2025-07-16 13F Embree Financial Group 8,800 -3.51 2,085 3.12
2025-07-29 13F TFC Financial Management 9,895 -10.69 2,345 -4.56
2025-08-04 13F IFG Advisory, LLC 3,091 0.65 732 7.65
2025-07-23 13F Elm3 Financial Group, LLC 2,291 -4.30 543 2.26
2025-08-01 13F Motley Fool Wealth Management, LLC 5,809 -10.40 1,377 -4.24
2025-08-12 13F SRS Capital Advisors, Inc. 112,194 1.85 27,608 13.03
2025-07-16 13F Perigon Wealth Management, LLC 44,191 1.41 10,472 8.37
2025-08-07 13F Gs Investments, Inc. 357 0.00 85 6.33
2025-08-06 13F SOUTH STATE Corp 61,932 -21.76 14,677 -16.39
2025-08-08 13F King Wealth 5,381 -0.41 1 0.00
2025-08-26 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 12,162 2,882
2025-07-28 13F Arlington Financial Advisors, LLC 0 -100.00 0
2025-07-16 13F John W. Brooker & Co., CPAs 0 -100.00 0
2025-08-14 13F Chilton Investment Co Llc 990 235
2025-08-13 13F Arjuna Capital 2 -98.32 0 -100.00
2025-07-10 13F Kmg Fiduciary Partners, Llc 5,650 0.00 1,339 6.87
2025-08-01 13F Penobscot Wealth Management 2,324 -0.30 551 6.59
2025-07-22 13F Mascoma Wealth Management LLC 1,756 -10.22 416 -3.93
2025-07-23 13F High Note Wealth, LLC 46,520 -1.43 11,024 5.34
2025-07-29 13F Marathon Strategic Advisors, LLC 2,992 0.00 709 6.94
2025-08-14 13F Hirtle Callaghan & Co LLC 10,069 5.69 2,386 12.97
2025-07-30 13F First Citizens Bank & Trust Co 6,518 -31.83 1,545 -27.17
2025-08-08 13F Compass Wealth Management LLC 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 131,523 -1.67 31,168 5.08
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 212 0.00 50 6.38
2025-08-26 13F/A Thrivent Financial For Lutherans 218,533 26.31 52 15.91
2025-07-07 13F Upper Left Wealth Management, LLC 5,282 -10.58 1,252 -4.43
2025-08-08 13F Tortoise Investment Management, LLC 13,706 14.96 3,248 22.85
2025-08-11 13F TD Waterhouse Canada Inc. 2,478 43.40 593 54.43
2025-08-12 13F Argent Trust Co 9,203 8.40 2,181 15.83
2025-08-11 13F Stonebrook Private Inc. 926 0.00 219 6.83
2025-04-30 13F J Hagan Capital, Inc. 10,650 2,559
2025-08-13 13F Aspire Growth Partners LLC 2,342 4.98 555 13.27
2025-08-05 13F Connable Office Inc 18,085 3.95 4,286 11.07
2025-08-07 13F Everhart Financial Group, Inc. 5,155 1.72 1,222 8.73
2025-07-30 13F Studio Investment Management Llc 0 -100.00 0
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-07-18 13F Swp Financial Llc 9,972 -0.93 2,363 6.11
2025-07-25 13F Lion Street Advisors, LLC 1,032 3.93 245 10.91
2025-08-11 13F Advisor Resource Council 2,560 -94.89 607 -94.26
2025-08-18 13F Goodman Advisory Group, LLC 0 -100.00 0
2025-07-29 13F Aspiriant, Llc 70,004 -6.14 16,589 0.31
2025-07-24 13F Drucker Wealth 3.0, LLC 90,553 13.00 22,058 24.12
2025-08-08 13F Thrive Capital Management, LLC 2,213 524
2025-07-07 13F General Partner, Inc. 13,559 22,881.36 3,213 24,615.38
2025-07-09 13F Alesco Advisors Llc 12,456 -0.10 2,952 6.77
2025-08-13 13F Fisher Asset Management, LLC 1,814 -11.90 430 -5.70
2025-07-15 13F Ballentine Partners, LLC 46,768 -14.91 11,083 -9.07
2025-03-12 13F/A Private Capital Management Llc 81,068 6.55 17,676 1.63
2025-06-03 13F Invst, LLC 1,451 -4.16 322 -11.57
2025-07-15 13F BCS Wealth Management 8,278 -2.67 2 0.00
2025-07-23 13F Drake & Associates, LLC 1,275 -6.52 302 0.00
2025-07-09 13F WealthCare Investment Partners, LLC 1,963 0.15 477 20.45
2025-07-16 13F ORG Partners LLC 184 0.00 44 10.00
2025-08-04 13F Kovack Advisors, Inc. 3,619 3.55 858 10.58
2025-07-23 13F Madden Advisory Services, Inc. 6,028 2.05 1,428 9.01
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 105,180 13.68 24,925 21.48
2025-07-28 13F Elmwood Wealth Management, Inc. 1,051 -33.14 249 -28.74
2025-07-24 13F Trevian Wealth Management LLC 3,083 0.00 1
2025-08-14 13F Becker Capital Management Inc 3,296 -0.54 784 6.68
2025-08-08 13F Bouchey Financial Group Ltd 1,640 1.42 389 8.38
2025-08-14 13F Paragon Private Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Sequent Planning LLC 1,875 20.19 444 28.70
2025-08-14 13F Glen Eagle Advisors, LLC 962 -7.68 228 -1.73
2025-08-13 13F Grove Street Fiduciary, LLC 5,409 -3.62 1,282 2.97
2025-08-07 13F Fidelis Capital Partners, LLC 12,502 21.91 3,010 36.65
2025-08-14 13F Riggs Asset Managment Co. Inc. 40 0.00 9 12.50
2025-08-07 13F Legacy Advisors, LLC 0 -100.00 0
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 9,778 -3.55 2,317 3.07
2025-07-16 13F Signaturefd, Llc 20,288 -88.14 4,808 -87.33
2025-07-21 13F Old Second National Bank Of Aurora 2,385 0.00 565 7.01
2025-08-05 13F Westside Investment Management, Inc. 9,202 -6.47 2,185 0.09
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 0 -100.00 0
2025-07-17 13F Beacon Capital Management, LLC 1,078 -18.46 256 -12.97
2025-07-29 13F Werba Rubin Papier Wealth Management 2,555 0.12 605 7.08
2025-07-30 13F Retirement Planning Group 11,248 1.05 2,666 7.98
2025-05-08 13F First Foundation Advisors 0 -100.00 0
2025-07-18 13F Northstar Group, Inc. 3,020 -0.76 716 6.08
2025-08-14 13F DecisionPoint Financial, LLC 8,738 297.36 2,092 329.57
2025-08-14 13F Stifel Financial Corp 1,114,381 1.84 264,090 8.83
2025-07-17 13F Prepared Retirement Institute LLC 24,125 10.87 5,717 18.49
2025-07-11 13F Annex Advisory Services, LLC 30,885 -9.59 7,319 -3.38
2025-07-23 13F Steel Peak Wealth Management LLC 0 -100.00 0
2025-07-31 13F 180 Wealth Advisors, Llc 5,124 8.38 1,214 15.84
2025-05-06 13F Advocacy Wealth Management Services, LLC 0 -100.00 0
2025-07-17 13F Guyasuta Investment Advisors Inc 3,871 14.16 917 22.10
2025-07-16 13F Vision Capital Management, Inc. 1,847 0.00 438 6.85
2025-08-14 13F Smartleaf Asset Management LLC 1,274 52.21 302 63.24
2025-04-11 13F Safeguard Financial, LLC 2,994 -14.63 664 -21.26
2025-07-11 13F AA Financial Advisors, LLC 124,484 8.32 29,500 15.76
2025-07-11 13F Marshall & Sullivan Inc /wa/ 9,411 91.63 2,230 104.78
2025-07-29 13F JTC Employer Solutions Trusteee Ltd 925 0.00 0
2025-08-14 13F Keebeck Wealth Management, LLC 1,363 -0.07 324 7.28
2025-08-14 13F/A Skopos Labs, Inc. 2,754 142.64 652 159.76
2025-08-07 13F Nwam Llc 16,519 -1.66 4,032 8.24
2025-08-12 13F Accredited Wealth Management, LLC 100 0.00 24 4.55
2025-08-13 13F Allegheny Financial Group LTD 6,926 16.36 1,642 24.41
2025-07-17 13F MBA Advisors LLC 1,204 0.00 285 7.14
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 43,917 -3.44 10,407 3.19
2025-08-07 13F/A Joseph Group Capital Management 43 10
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 56,566 6.41 13,405 13.72
2025-07-23 13F Stonegate Investment Group, LLC 1,574 44.01 373 53.72
2025-08-13 13F American Investment Services, Inc. 25,465 9.98 6,035 17.53
2025-08-14 13F Michelson Medical Research Foundation, Inc. 11,010 0.00 2,609 6.88
2025-08-13 13F Tobias Financial Advisors, Inc. 1,142 9.91 271 17.39
2025-07-21 13F J2 Capital Management Inc 3,216 0.63 762 7.63
2025-07-25 13F Keener Financial Planning LLC 1,515 0.00 0
2025-07-28 13F Private Wealth Asset Management, LLC 2,126 193.24 504 214.38
2025-08-07 13F Birchcreek Wealth Management, LLC 3,424 4.33 811 11.55
2025-08-14 13F Mercer Global Advisors Inc /adv 2,822,057 7.10 668,771 14.46
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 230 5.99 55 12.50
2025-08-12 13F Peachtree Investment Partners, LLC 90 2.27 21 10.53
2025-07-24 13F Us Bancorp \de\ 279,894 -0.65 66,331 6.17
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 6,420 80.59 1,521 101.46
2025-07-22 13F Accel Wealth Management 2,496 -5.31 592 1.20
2025-04-24 13F Copeland Capital Management, LLC 0 -100.00 0
2025-08-05 13F Sigma Planning Corp 24,570 -2.69 5,823 4.00
2025-08-14 13F Wit, Llc 244,855 -89.11 58,026 -78.15
2025-07-22 13F Berger Financial Group, Inc 7,379 -0.16 1,749 6.72
2025-07-30 13F Bleakley Financial Group, LLC 86,537 69.73 20,507 81.40
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 1,110 0.00 263 6.91
2025-08-07 13F Rathbone Brothers plc 14,289 0.00 3,386 6.88
2025-07-14 13F Chapin Davis, Inc. 2,417 -2.22 573 4.38
2025-07-31 13F Harbour Investment Management Llc 1,952 0.00 464 7.41
2025-08-14 13F Pecaut & Co. 4,506 90.53 1,068 103.63
2025-07-18 13F Columbia Asset Management 12,436 -4.16 2,947 2.43
2025-05-07 13F Spectrum Wealth Counsel, LLC 13 0.00 3 -33.33
2025-08-07 13F Americana Partners, LLC 12,878 0.00 3,052 6.87
2025-07-08 13F Adamsbrown Wealth Consultants Llc 1,904 -2.56 451 4.16
2025-07-09 13F Wolff Financial Management Llc 113,611 1.96 27 8.33
2025-08-08 13F Burling Wealth Partners, Llc 55,832 -2.33 13,231 4.39
2025-08-04 13F Partners in Financial Planning 6,941 -0.52 1,645 6.27
2025-08-14 13F Sunbelt Securities, Inc. 977 290.80 235 325.45
2025-05-08 13F Us Financial Advisors, Llc 34,700 -3.56 7,695 -11.00
2025-08-06 13F Stonebridge Financial Planning Group, LLC 2,286 -3.38 542 3.24
2025-08-12 13F Charles Schwab Investment Management Inc 2,017,399 4.86 478,083 12.06
2025-08-13 13F Millington Financial Advisors, LLC 4,062 -22.11 1,005 -6.43
2025-08-14 13F LifePlan Investment Advisors, Inc. 5,357 30.18 1,270 39.14
2025-08-05 13F Fourth Dimension Wealth, LLC 1,083 0.00 257 6.67
2025-08-14 13F Fairview Capital Investment Management, Llc 5,229 1.32 1,239 8.30
2025-08-05 13F Huntington National Bank 10,668 3.75
2025-08-08 13F Austin Wealth Management, LLC 940 -12.72 227 -1.73
2025-07-21 13F New Century Financial Group, LLC 1,213 -58.81 287 -55.98
2025-08-06 13F Wsfs Capital Management, Llc 3,092 -4.12 733 2.38
2025-07-31 13F Gallagher Capital Advisors, LLC 0 -100.00 0
2025-08-07 13F Midwest Trust Co 31,044 7,357
2025-07-08 13F Northstar Advisory Group, LLC 983 -1.11 233 5.45
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 3,534 4.56 837 11.75
2025-07-02 13F Howard Financial Services, Ltd. 0 -100.00 0
2025-07-30 13F Paul Damon & Associates, Inc. 11,560 3.07 2,739 10.13
2025-08-06 13F S&t Bank/pa 5,999 0.00 1,422 6.84
2025-07-23 13F Charter Trust Co 1,905 2.25 451 9.20
2025-07-31 13F Buckingham Strategic Partners 74,234 -1.66 17,592 5.10
2025-07-16 13F Stillwater Capital Advisors, LLC 4,996 0.30 1,184 7.16
2025-08-06 13F Vantage Financial Partners, LLC 3,604 -2.62 854 4.15
2025-07-30 13F Forum Financial Management, LP 1,235 -2.76 293 3.91
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 883 94.07 209 117.71
2025-09-05 13F/A Prospera Capital Management, LLC 2,038 -1.45 485 5.68
2025-07-25 13F Gibson Capital, LLC 5,338 -8.11 1,265 -1.79
2025-07-29 13F Signature Estate & Investment Advisors Llc 23,591 -11.22 5,591 -5.13
2025-08-11 13F Atlantic Private Wealth, LLC 334 -40.36 79 -36.29
2025-07-28 13F Brown Financial Advisory 117,257 16.66 27,787 24.68
2025-08-14 13F Financial Engines Advisors L.L.C. 93,286 -1.20 22,107 5.59
2025-08-14 13F Toroso Investments, LLC 21,713 -32.39 5,146 -27.75
2025-07-15 13F Sara-Bay Financial 2,109 -11.68 500 -5.67
2025-07-18 13F Naples Global Advisors, Llc 3,989 -3.04 948 3.95
2025-08-12 13F Integrated Advisors Network LLC 26,119 24.26 6,190 32.78
2025-07-31 13F Oak Harbor Wealth Partners, Llc 1,702 403
2025-08-14 13F Helium Advisors LLC 1,091 258
2025-08-08 13F C V Starr & Co Inc 0 -100.00 0
2025-09-04 13F ZynergyRetirementPlanningLLC 1,354 -4.11 321 -5.60
2025-08-08 13F Kingsview Wealth Management, LLC 12,382 -13.79 2,934 -7.85
2025-08-08 13F ProVise Management Group, LLC 1,352 -32.30 320 -27.60
2025-07-24 13F Lee Financial Co 6,290 -2.16 1,492 4.63
2025-08-11 13F FSA Wealth Management LLC 299 0.34 71 6.06
2025-08-08 13F Laurel Wealth Planning LLC 4,257 -1.23 1,009 5.55
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 10,306 -7.74 2,442 -1.41
2025-08-18 13F Pacific Center for Financial Services 558 0.00 132 7.32
2025-08-08 13F Wiser Advisor Group LLC 6,974 -13.02 1,653 -7.03
2025-08-14 13F Obsidian Personal Planning Solutions LLC 1,647 0.00 390 9.86
2025-08-14 13F IHT Wealth Management, LLC 13,559 9.28 3,213 16.79
2025-07-28 13F Nadler Financial Group, Inc. 16,676 -6.54 3,952 -0.13
2025-07-07 13F Kings Path Partners LLC 323 0.00 77 7.04
2025-08-08 13F VERITY Wealth Advisors 1,015 0.00 241 6.67
2025-08-14 13F Beck Mack & Oliver Llc 930 0.00 220 6.80
2025-08-13 13F Kuhn & Co Investment Counsel 4,043 9.42 958 16.97
2025-07-23 13F Schrum Private Wealth Management LLC 5,938 0.73 1,407 7.73
2025-07-29 13F Financial Futures Ltd Liability Co. 32,131 48.98 7,614 59.22
2025-08-19 13F Newbridge Financial Services Group, Inc. 453 -9.94 107 -3.60
2025-07-21 13F Triad Wealth Partners, LLC 907 215
2025-07-16 13F Evergreen Private Wealth LLC 0 -100.00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 44,063 1.74 10,442 8.74
2025-08-14 13F Douglass Winthrop Advisors, LLC 1,761 -5.12 417 1.46
2025-08-05 13F Cherry Tree Wealth Management, LLC 43,910 2.84 10,406 9.90
2025-07-11 13F Petredis Investment Advisors Llc 40,713 -53.71 9,648 -50.53
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 300 -30.56 71 -25.26
2025-07-14 13F Caitlin John, LLC 4,282 -3.73 1,015 2.84
2025-07-23 13F Elevate Wealth Advisory, Inc 1,131 6.00 269 13.56
2025-08-12 13F Camden National Bank 0 -100.00 0
2025-07-18 13F Arcadia Wealth Management, LLC 26,487 11.12 6,277 18.75
2025-07-17 13F Norris Perne & French Llp/mi 2,060 0.00 488 7.02
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 3,670 1.49 870 8.49
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 3,921 -3.94 929 2.65
2025-08-13 13F Ofc Financial Planning, Llc 6,336 1.72 1,502 8.69
2025-07-09 13F Byrne Asset Management LLC 164 -16.33 39 -11.63
2025-08-12 13F Laurel Wealth Advisors LLC 31,993 23,598.52 0 -100.00
2025-07-21 13F Syntax Research, Inc. 129 0.00 31 7.14
2025-05-08 13F XTX Topco Ltd 0 -100.00 0
2025-08-13 13F Nicolet Bankshares Inc 4,055 9.36 961 16.79
2025-08-08 13F Maple Capital Management, Inc. 0 -100.00 0
2025-07-29 13F Wingate Wealth Advisors, Inc. 3,418 42.89 810 52.83
2025-07-17 13F Northwest Wealth Management, Llc 2,322 1.22 550 8.27
2025-08-13 13F Transce3nd, LLC 448 10.34 106 17.78
2025-07-31 13F Sage Mountain Advisors LLC 45,340 -0.20 10,745 6.65
2025-08-12 13F Nuveen, LLC 23,110 -63.13 5,477 -60.60
2025-07-10 13F Orgel Wealth Management, LLC 49,011 7.67 11,615 15.07
2025-08-14 13F Waterford Advisors, LLC 382,721 10,388.38 879 8.53
2025-07-30 13F D.a. Davidson & Co. 109,776 21.06 26,015 29.37
2025-07-22 13F Windward Private Wealth Management Inc. 1,456 0.00 345 7.14
2025-08-04 13F Cottage Street Advisors LLC 884 210
2025-07-31 13F Brighton Jones Llc 12,827 5.63 3,040 12.89
2025-08-11 13F Nordwand Advisors, LLC 0 -100.00 0
2025-05-15 13F WealthTrak Capital Management LLC 0 -100.00 0
2025-08-12 13F Pathstone Holdings, LLC 586,082 41.20 119,464 29.79
2025-07-11 13F Capital Advantage, Inc. 21,034 -28.81 4,985 -29.78
2025-07-25 13F Sharp Financial Services, LLC 1,050 -39.13 249 -35.08
2025-08-18 13F Front Row Advisors LLC 2,048 7.06 487 14.62
2025-08-01 13F Yukon Wealth Management, Inc. 862 204
2025-08-13 13F Northwestern Mutual Wealth Management Co 2,551,461 26.88 604,645 35.59
2025-07-25 13F GFS Advisors, LLC 21,175 0.71 5,018 7.64
2025-07-09 13F Channel Wealth Llc 912 0.55 216 7.46
2025-07-14 13F Narus Financial Partners, LLC 12,951 -24.18 3,069 -18.96
2025-07-23 13F Woodside Wealth Management LLC 497 1.84 118 8.33
2025-08-12 13F Financial Advocates Investment Management 18,361 37.08 4,351 46.50
2025-08-19 13F Asset Dedication, LLC 3,742 14.02 887 21.87
2025-07-15 13F GSB Wealth Management, LLC 1,251 1.05 296 8.03
2025-08-11 13F FineMark National Bank & Trust 3,564 -48.08 845 -44.55
2025-08-18 13F/A Westwood Holdings Group Inc 27,903 -0.64 6,612 6.18
2025-07-31 13F Leavell Investment Management, Inc. 116,307 -1.56 27,654 5.55
2025-08-14 13F Balanced Rock Investment Advisor 2,303 -43.11 546 -39.24
2025-07-28 13F Bridges Investment Management Inc 41,071 23.09 9,733 31.56
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 88,416 1.63 20,953 8.02
2025-07-28 13F Aries Wealth Management 50,278 4.76 11,915 11.95
2025-08-14 13F Quantinno Capital Management LP 39,646 4.81 9,395 12.02
2025-08-07 13F Winthrop Capital Management, LLC 3,616 0.00 1
2025-07-15 13F Garrett Investment Advisors LLC 9,409 6.59 2,230 13.90
2025-07-28 13F Founders Grove Wealth Partners, Llc 11,784 37.33 2,792 46.79
2025-08-07 13F Shared Vision Wealth Group LLC 1,141 0.00 276 8.70
2025-08-14 13F Newport Capital Group, LLC 2,058 0.34 488 7.25
2025-08-12 13F Jefferies Financial Group Inc. 0 -100.00 0
2025-08-14 13F Modern Wealth Management, LLC 16,176 -4.72 3,833 1.83
2025-04-23 13F Financial Life Planners 0 -100.00 0
2025-07-25 13F Allspring Global Investments Holdings, LLC 148 0.00 36 6.06
2025-07-30 13F Cabot-Wellington, LLC 8,639 -44.99 2,047 -41.21
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 8,921 8.51 2,114 15.96
2025-08-14 13F Aprio Wealth Management, LLC 1,794 5.34 425 12.73
2025-05-12 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-07-22 13F Red Tortoise LLC 48 0.00 11 10.00
2025-07-22 13F Wells Trecaso Financial Group, LLC 5,036 17.58 1,193 25.71
2025-08-04 13F Noesis Capital Mangement Corp 1,470 -14.09 348 -8.18
2025-08-12 13F Fortis Capital Management LLC 2,644 61.71 627 72.93
2025-08-14 13F Financial Advisors Network, Inc. 4,408 8.20 1,045 15.61
2025-07-24 13F Morton Brown Family Wealth, LLC 8,242 -0.35 1,953 6.49
2025-07-07 13F O'Connor Financial Group LLC 7,414 -84.47 1,803 -82.96
2025-07-16 13F Magnus Financial Group LLC 17,675 -5.99 4,189 0.46
2025-08-14 13F Bank Of America Corp /de/ Put 0 -100.00 0 -100.00
2025-07-28 13F Cypress Wealth Services, LLC 22,022 1.28 5,219 8.23
2025-07-25 13F Griffin Asset Management, Inc. 1,882 -18.46 446 -12.92
2025-08-12 13F Holderness Investments Co 1,003 238
2025-08-05 13F Ellevest, Inc. 34,645 -78.33 8,210 -76.84
2025-07-30 13F MEMBERS Trust Co 2,653 -33.14 629 -28.56
2025-08-08 13F POM Investment Strategies, LLC 0 -100.00 0
2025-07-15 13F Gpwm Llc 53,839 -0.29 12,759 6.56
2025-08-29 13F Total Investment Management Inc 81 19
2025-08-04 13F Arkadios Wealth Advisors 7,378 17.00 1,748 25.04
2025-08-11 13F One Capital Management, LLC 24,260 6.11 5,749 13.39
2025-08-05 13F Gibraltar Capital Management, Inc. 440,412 57.77 66,954 8.16
2025-07-23 13F Ironwood Financial, llc 6,441 0.00 1,428 0.00
2025-05-07 13F/A Meridian Management Co 0 -100.00 0 -100.00
2025-08-04 13F BLB&B Advisors, LLC 130,593 13.26 30,948 21.04
2025-07-30 13F/A KPP Advisory Services LLC 1,634 -0.37 387 6.61
2025-07-21 13F Andina Capital Management, LLC 1,010 -32.71 239 -28.01
2025-07-17 13F Chatham Capital Group, Inc. 147,823 0.75 35,031 7.67
2025-07-24 13F IFP Advisors, Inc 31,317 -4.48 7,422 2.09
2025-08-11 13F Brass Tax Wealth Management, Inc 137,666 2.09 32,624 9.10
2025-07-24 13F Ulland Investment Advisors, LLC 455 0.00 0
2025-08-14 13F Advisor OS, LLC 15,157 12.03 3,592 19.73
2025-08-13 13F Milestone Investment Advisors LLC 2,263 0.00 536 6.99
2025-08-12 13F Umpqua Bank 1,343 325
2025-07-15 13F Peddock Capital Advisors, Llc 44,547 5.85 10,557 13.12
2025-08-08 13F WASHINGTON TRUST Co 19,330 -14.88 4,581 -9.04
2025-08-01 13F GoalVest Advisory LLC 2 -99.99 0 -100.00
2025-07-16 13F True North Advisors, LLC 67,103 -19.41 15,902 -13.87
2025-08-13 13F Level Four Advisory Services, Llc 28,120 -2.43 6,664 4.29
2025-04-15 13F Noble Wealth Management PBC 816 36.45 181 25.87
2025-07-22 13F Woodmont Investment Counsel Llc 100,352 -1.28 23,781 5.50
2025-07-22 13F Wealthcare Advisory Partners LLC 37,474 32.05 8,881 41.13
2025-07-22 13F Schwab Charitable Fund 1,571 0.00 372 6.90
2025-07-22 13F Miracle Mile Advisors, LLC 183,507 -17.67 43,488 -12.02
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 289 0.00 68 6.25
2025-08-14 13F Financial Advisory Service, Inc. 2,405 -1.76 570 4.98
2025-08-05 13F Tiaa Trust, National Association 942,231 -1.49 223,290 5.28
2025-07-02 13F HBW Advisory Services LLC 1,391 -6.64 330 -0.30
2025-07-15 13F MCF Advisors LLC 842 -9.27 200 -2.93
2025-07-21 13F Greenwood Capital Associates Llc 0 -100.00 0
2025-08-12 13F one8zero8, LLC 647 -24.50 153 -19.47
2025-08-13 13F Keystone Financial Group 20,028 -0.41 4,746 6.44
2025-08-11 13F Brown Brothers Harriman & Co 8,181 21.06 1,939 29.37
2025-08-14 13F Wealth Preservation Advisors, LLC 295 0.00 70 6.15
2025-08-13 13F Valued Retirements, Inc. 0 -100.00 0
2025-07-16 13F Novem Group 1,826 0.83 433 7.73
2025-08-04 13F Live Oak Private Wealth LLC 1,314 -12.17 311 -6.04
2025-05-13 13F Shorepoint Capital Partners LLC 7,448 0.49 1,652 -7.25
2025-07-09 13F Roth Financial Partners LLC 12,088 -11.31 2,865 -5.23
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 3,936 3.14 933 10.17
2025-09-04 13F/A Advisor Group Holdings, Inc. 739,391 16.52 174,567 23.95
2025-08-11 13F Blue Bell Private Wealth Management, Llc 4,574 0.00 1,084 6.80
2025-08-15 13F Chapman Financial Group, Llc 90 0.00 21 0.00
2025-07-09 13F Goelzer Investment Management, Inc. 10,447 0.00 2,476 6.87
2025-04-29 13F Financial Network Wealth Management LLC 2,780 -2.01 1
2025-07-16 13F Kennicott Capital Management Llc 8,227 -19.07 1,950 -13.53
2025-07-31 13F Aspen Capital Management, LLC 1,407 3.23 333 10.26
2025-07-29 13F Balboa Wealth Partners 2,506 153.13 594 170.78
2025-08-11 13F PFG Private Wealth Management, LLC 0 -100.00 0
2025-08-14 13F West Coast Financial LLC 0 -100.00 0
2025-08-14 13F Lazard Asset Management Llc 30,996 -12.98 7 0.00
2025-08-14 13F Headlands Technologies LLC 287 0.00 68 7.94
2025-08-07 13F Aegis Wealth Management LLC 20,217 0.00 4,483 0.00
2025-07-25 13F Landmark Wealth Management, LLC 4,051 5.77 1
2025-08-11 13F Culbertson A N & Co Inc 38,918 0.05 9,223 6.92
2025-07-17 13F Heritage Investment Group, Inc. 2,570 0.00 609 7.03
2025-08-13 13F Bernardo Wealth Planning LLC 19,933 1.12 5 0.00
2025-08-06 13F Rialto Wealth Management, LLC 24,918 0.32 5,905 7.23
2025-08-13 13F Renaissance Technologies Llc 0 -100.00 0
2025-08-13 13F Aufman Associates Inc 145,848 -0.29 34,563 6.56
2025-08-14 13F Aspen Grove Capital, LLC 2,681 -15.74 638 -9.63
2025-07-14 13F Foster Group, Inc. 893 212
2025-07-25 13F Libra Wealth Llc 3,844 4.17 911 11.25
2025-07-21 13F Ascent Group, LLC 11,846 -60.63 2,807 -57.93
2025-07-30 13F Eqis Capital Management, Inc. 5,002 3.99 1,185 11.16
2025-05-14 13F Monterey Private Wealth, Inc. 69,560 4.45 15,425 -3.61
2025-08-08 13F Smithfield Trust Co 258,797 2.78 61 10.91
2025-07-16 13F GoalFusion Wealth Management, LLC 54,460 2.06 12,906 9.06
2025-07-30 13F Jacobsen Capital Management 21,823 19.30 5,172 27.49
2025-08-12 13F NFP Retirement, Inc. 66,690 626.79 15,804 676.99
2025-07-17 13F Kavar Capital Partners Group, Llc 2,331 20.22 552 28.67
2025-07-18 13F Vicus Capital 4,795 -3.93 1,136 2.71
2025-07-21 13F Ameritas Advisory Services, LLC 63,016 -12.89 14,934 -8.57
2025-07-25 13F Pandora Wealth, Inc. 262 0.00 62 6.90
2025-08-14 13F Navigoe, LLC 97 0.00 0
2025-08-06 13F Decker Retirement Planning Inc. 55 13
2025-08-06 13F SP Asset Management LLC 109,028 -17.64 25,837 -11.99
2025-08-12 13F Fairscale Capital, LLC 2,930 0.27 708 9.27
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 1,889 -7.90 448 -5.30
2025-07-28 13F DORVAL Corp 41,444 4.61 9,821 4.35
2025-07-28 13F Cornerstone Wealth Group, LLC 5,784 -1.60 1,371 5.14
2025-07-29 13F DeDora Capital, Inc. 74,960 3.21 17,764 10.29
2025-08-11 13F HHM Wealth Advisors, LLC 2,725 7.92 646 15.38
2025-08-06 13F Atlas Legacy Advisors, LLC 12,275 114.04 2,909 128.80
2025-08-07 13F Searle & Co. 2,500 0.00 592 6.86
2025-07-16 13F Spirepoint Private Client, Llc 850 201
2025-08-04 13F Amplius Wealth Advisors, LLC 3,944 33.65 935 42.81
2025-08-08 13F Advisors Capital Management, LLC 6,971 32.15 1,652 41.23
2025-08-14 13F Arete Wealth Advisors, LLC 1,841 -0.86 0
2025-08-15 13F Resources Management Corp /ct/ /adv 1,284 -0.54 0
2025-05-12 13F Empirical Asset Management, LLC 0 -100.00 0
2025-07-30 13F Pacific Sun Financial Corp 6,759 -5.11 1,602 1.39
2025-07-18 13F Bartlett & Co. Wealth Management Llc 48,085 3.84 11,425 11.27
2025-08-12 13F Trexquant Investment LP 907 -33.31 215 -28.90
2025-08-13 13F Colonial Trust Co / SC 4,389 13.88 1,040 21.78
2025-07-14 13F Hoey Investments, Inc 17 142.86 4 300.00
2025-08-11 13F Compass Capital Corp /ma/ /adv 5,847 -18.52 1,369 -8.49
2025-07-24 13F Eastern Bank 631 -1.71 150 4.93
2025-08-13 13F Quest Investment Management Llc 20,328 -18.57 4,817 -12.97
2025-07-21 13F Washington Growth Strategies Llc 17,685 7,866.22 4 33.33
2025-08-13 13F M&t Bank Corp 311,926 11.22 73,920 18.86
2025-07-24 13F McKinley Carter Wealth Services, Inc. 22,256 119.14 5,274 134.19
2025-07-29 13F Rodgers & Associates, LTD 3,426 0.00 812 6.85
2025-05-08 13F Goodman Financial Corp 0 -100.00 0
2025-07-14 13F Cathy Pareto & Associates, Inc 24,247 -2.67 5,746 4.04
2025-07-14 13F MY Wealth Management Inc. 17,019 -0.36 4,033 6.41
2025-08-14 13F Stage Harbor Financial, Llc 19,577 -4.33 4,639 2.25
2025-07-09 13F Brand Asset Management Group, Inc. 18,647 45.38 4,419 55.38
2025-07-15 13F Maseco Llp 3,294 781
2025-08-06 13F Atlantic Union Bankshares Corp 21,905 5,191
2025-07-22 13F Oak Hill Wealth Advisors, Llc 79,327 4.48 19,179 13.91
2025-07-09 13F Financiere des Professionnels - Fonds d,investissement inc. 0 -100.00 0
2025-08-14 13F Glenview Trust Co 90,668 30.53 21,487 39.50
2025-07-18 13F Nabity-Jensen Investment Management Inc 4,902 -1.21 1,162 5.55
2025-08-06 13F Walkner Condon Financial Advisors LLC 22,864 -6.54 5,418 -0.11
2025-07-17 13F Albion Financial Group /ut 360 -7.93 85 -1.16
2025-08-18 13F V2 Financial group LLC 3,548 -1.61 841 5.13
2025-07-08 13F Chemistry Wealth Management LLC 1,743 0.11 413 6.99
2025-07-17 13F Fifth Third Securities, Inc. 27,213 6.59 6,449 13.92
2025-07-24 13F GFG Capital, LLC 649 -31.97 154 -27.49
2025-07-28 13F Morris Financial Concepts, Inc. 65 18.18 15 25.00
2025-07-29 13F Ariston Services Group 19,644 46.90 4,655 57.00
2025-08-12 13F Martin Worley Group 1,249 -0.87 296 5.73
2025-07-16 13F Tru Independence Asset Management 2, Llc 0 -100.00 0
2025-07-21 13F Pflug Koory, LLC 473 3.73 112 10.89
2025-07-22 13F Highland Capital Management, Llc 13,720 -0.05 3,251 6.84
2025-08-04 13F Evergreen Advisors, LLC 886 210
2025-06-03 13F/A First National Bank Of Omaha 7,755 -4.45 1,720 -0.69
2025-07-30 13F Strategic Blueprint, LLC 12,698 -19.17 3,009 -13.61
2025-08-11 13F United Capital Financial Advisers, Llc 115,757 2.93 27,432 10.00
2025-07-28 13F Pandi, LLC 232,630 0.00 55,129 6.87
2025-03-28 13F/A Berkeley, Inc 0 -100.00 0 -100.00
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 388,791 -1.65 92,136 5.10
2025-08-13 13F Berkshire Asset Management Llc/pa 75,252 -0.07 17,833 5.90
2025-07-23 13F Hall Capital Management Co Inc 6,175 0.88 1,463 7.81
2025-07-23 13F Nelson Capital Management, LLC 63,293 -24.25 14,999 -19.05
2025-08-12 13F Lionshead Wealth Management, LLC 2,445 9.01 582 16.90
2025-07-22 13F Aspire Private Capital, LLC 22,427 5.12 5,315 12.35
2025-08-14 13F Dimension Capital Management Llc 7,045 -2.61 1,670 4.05
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 4,943 -4.74 1,171 1.83
2025-07-11 13F LongView Wealth Management 14,687 -32.58 3,480 -27.95
2025-08-13 13F Colonial Trust Advisors 103 0.00 24 9.09
2025-07-21 13F Qrg Capital Management, Inc. 63,460 17.72 15,039 25.81
2025-05-07 13F Trilogy Capital Inc. 0 -100.00 0
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 274 0.00 0
2025-08-12 13F JMG Financial Group, Ltd. 20,267 9.46 4,803 16.98
2025-07-24 13F Trust Co Of Toledo Na /oh/ 2,477 587
2025-08-05 13F J. W. Coons Advisors, LLC 1,807 36.17 428 45.58
2025-07-08 13F Canandaigua National Bank & Trust Co 48,226 -2.24 11,429 4.47
2025-08-01 13F Chilton Capital Management Llc 40,121 -4.49 9,508 2.07
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-07-03 13F Garde Capital, Inc. 166,380 -4.64 39,429 1.90
2025-08-14 13F Planwiser Financial, Llc 6,232 0.16 1,531 11.92
2025-07-24 13F Ronald Blue Trust, Inc. 6,926 16.52 1,641 24.60
2025-08-14 13F Wick Capital Partners, LLC 10,561 38.12 2,364 39.47
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 888 95.16 210 118.75
2025-07-18 13F Dogwood Wealth Management LLC 5,864 -1.15 1,418 7.76
2025-04-23 13F Bluesphere Advisors, LLC 0 -100.00 0 -100.00
2025-08-11 13F Howard Wealth Management, Llc 32,288 0.11 7,652 6.98
2025-08-11 13F Rothschild Investment Llc 2,559 3.02 606 10.18
2025-07-22 13F DAVENPORT & Co LLC 19,428 -0.26 4,604 6.60
2025-08-05 13F Simplex Trading, Llc 0 -100.00 0
2025-07-30 13F Whittier Trust Co Of Nevada Inc 64,382 -0.06 15,257 6.81
2025-08-13 13F StoneX Group Inc. 77,248 3.69 18,367 11.17
2025-07-10 13F Cypress Point Wealth Management, LLC 8,500 2,014
2025-07-15 13F Regatta Capital Group, Llc 3,797 -28.59 900 -23.75
2025-08-04 13F Simon Quick Advisors, Llc 72,433 225.78 17,165 248.17
2025-06-30 NP SMIDX - SMI Dynamic Allocation Fund 1,280 277
2025-07-15 13F Fifth Third Bancorp 308,790 -4.61 73,177 1.94
2025-07-15 13F Pictet North America Advisors SA 14,172 -54.25 3,358 -51.11
2025-07-16 13F Signature Resources Capital Management, LLC 119 0.00 28 7.69
2025-08-28 13F/A Tolleson Wealth Management, Inc. 1,761 0.00 419 7.18
2025-08-01 13F Motco 116 0.00 28 12.00
2025-08-14 13F Private Wealth Advisors, LLC 8,740 2,071
2025-07-23 13F Sachetta, LLC 4,348 0.35 1,030 7.29
2025-07-31 13F Silver Oak Advisory Group, Inc. 3,211 0.00 1
2025-08-06 13F Texas Yale Capital Corp. 23,442 -3.38 5,555 3.25
2025-07-16 13F Brown, Lisle/cummings, Inc. 2,306 0.00 546 6.85
2025-08-14 13F Sentinus, LLC 0 -100.00 0
2025-08-12 13F Summit Global Investments 1,080 0
2025-08-12 13F Richard W. Paul & Associates, LLC 848 -0.70 201 6.35
2025-07-29 13F Monument Group Wealth Advisors, LLC 12,847 3.91 3,045 11.05
2025-07-29 13F Ballast, Inc. 9,885 -93.55 2,343 -93.11
2025-07-31 13F Schoolcraft Capital LLC 6,946 -3.42 1,646 3.26
2025-08-01 13F Teacher Retirement System Of Texas 299,349 0.00 70,940 6.87
2025-07-17 13F Fiduciary Advisors, Inc. 39,373 2.11 9,331 9.12
2025-08-01 13F Logan Capital Management Inc 29,295 -10.10 6,942 -3.93
2025-08-11 13F Symphony Financial, Ltd. Co. 112,399 11,756.43 26,637 12,062.56
2025-07-30 13F Klingman & Associates, LLC 10,685 0.19 2,532 7.11
2025-08-14 13F Clarity Capital Advisors, LLC 6,857 22.75 1,625 31.18
2025-08-13 13F SageView Advisory Group, LLC 25,956 -11.03 6,377 -1.42
2025-07-21 13F DHJJ Financial Advisors, Ltd. 814 -20.51 193 -15.42
2025-07-23 13F Proffitt & Goodson Inc 1,888 16.26 447 24.17
2025-08-14 13F Sei Investments Co 15,515 34.48 3,677 43.71
2025-07-28 13F RCS Financial Planning, LLC 1,545 35.65 367 45.63
2025-07-31 13F Curio Wealth, Llc 78 2,500.00 18 -64.71
2025-07-10 13F Perkins Coie Trust Co 665 0.00 158 6.80
2025-07-28 13F Harbour Investments, Inc. 19,200 3.35 4,550 10.44
2025-08-14 13F Cardiff Park Advisors, Llc 4,220 0.00 1,000 6.95
2025-07-18 13F SigFig Wealth Management, LLC 12,059 18.63 2,862 27.09
2025-07-15 13F North Star Investment Management Corp. 3,883 6.88 920 14.29
2025-08-12 13F Archer Investment Corp 1,629 18.04 386 26.14
2025-07-29 13F Yoffe Investment Management, LLC 14,459 0.00 3,427 6.86
2025-07-29 13F Roof Eidam & Maycock/adv 78,109 -2.99 18,510 3.67
2025-08-14 13F Fwl Investment Management, Llc 0 -100.00 0
2025-08-19 13F National Asset Management, Inc. 18,306 -64.55 4,338 -65.04
2025-08-07 13F WESCAP Management Group, Inc. 32,915 -5.53 7,800 0.96
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 247 0.41 59 7.41
2025-07-15 13F Graypoint LLC 23,161 46.06 5,489 56.09
2025-08-15 13F WealthCollab, LLC 546 0.00 129 6.61
2025-08-11 13F Diversified Portfolios, Inc. 4,191 -11.15 993 -4.98
2025-08-13 13F Continuum Advisory, LLC 25,505 2.50 6,044 9.55
2025-07-09 13F Breakwater Investment Management 951 0.00 225 7.14
2025-08-06 13F Strategic Financial Partners, Ltd. 4,993 0.30 1,183 7.25
2025-08-18 13F Brick & Kyle, Associates 36,726 2.22 9 28.57
2025-07-22 13F MAS Advisors LLC 2,368 3.45 561 10.65
2025-08-05 13F Lincoln National Corp 292,062 4.06 69,213 11.21
2025-08-08 13F AJ Advisors, LLC 59,562 -4.75 14,115 1.80
2025-08-04 13F Creative Financial Designs Inc /adv 11,522 5.73 2,730 13.00
2025-07-22 13F Marietta Wealth Management, LLC 69,123 2.66 16,381 9.71
2025-07-31 13F GenTrust, LLC 17,606 -9.88 4,186 -3.37
2025-08-08 13F Pnc Financial Services Group, Inc. 1,917,060 1.29 454,305 8.25
2025-07-10 13F Family Legacy Financial Solutions, LLC 339 80
2025-07-14 13F Park Avenue Securities Llc 267,629 5.67 63 12.50
2025-05-08 13F BCGM Wealth Management, LLC 0 -100.00 0
2025-08-05 13F Bank Of Montreal /can/ 665,898 -1.61 157,805 5.15
2025-08-11 13F CFS Investment Advisory Services, LLC 2,272 7.22 1
2025-08-13 13F Capital Advisors Wealth Management, LLC 18,455 894.88 4,373 963.99
2025-07-28 13F CGC Financial Services, LLC 857 0.00 203 6.84
2025-07-17 13F Crane Advisory, LLC 74,542 -5.51 18,061 11.24
2025-07-14 13F CRA Financial Services, LLC 62,010 2.86 14,695 9.93
2025-07-29 13F Millburn Ridgefield Corp 341,352 -6.50 80,894 -0.08
2025-08-08 13F CWS Financial Advisors, LLC 15,762 0.72 3,735 7.64
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 150 19.05 36 29.63
2025-08-11 13F CBIZ Investment Advisory Services, LLC 136,154 7.57 32,273 14.98
2025-08-14 13F Coastal Bridge Advisors, LLC 2,225 -5.92 527 0.57
2025-07-29 13F Salomon & Ludwin, LLC 19,373 -0.27 4,683 8.71
2025-08-06 13F Valtinson Bruner Financial Planning LLC 14,567 24.00 3,452 32.48
2025-08-07 13F Parkside Financial Bank & Trust 17,453 202.58 4,136 223.63
2025-07-31 13F Topsail Wealth Management, LLC 6,544 0.00 1,556 7.17
2025-07-22 13F Capital City Trust Co/fl 5,105 4.74 1,210 11.94
2025-08-13 13F Russell Investments Group, Ltd. 4,983 8.47 1,181 15.91
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 3,300 -52.17 782 -48.89
2025-07-23 13F Asset Planning Corporation 22,428 -1.40 5,315 5.37
2025-08-13 13F Sepio Capital, LP 2,595 -81.93 615 -80.69
2025-08-14 13F Tudor Investment Corp Et Al 37,699 250.56 8,934 274.71
2025-07-25 13F Investment Advisory Group, LLC 11,705 0.11 2,774 6.98
2025-08-08 13F Advyzon Investment Management, LLC 2,657 -10.75 630 -4.70
2025-04-23 13F Aurora Private Wealth, Inc. 0 -100.00 0
2025-07-16 13F Register Financial Advisors LLC 929 -7.47 220 -0.90
2025-08-13 13F Per Stirling Capital Management, LLC. 1,655 -1.95 392 4.81
2025-08-12 13F Journey Strategic Wealth Llc 1,597 -18.14 378 -12.50
2025-07-09 13F Sawyer & Company, Inc 261 0.00 0
2025-07-17 13F Vermillion Wealth Management, Inc. 641 23.98 152 32.46
2025-07-08 13F Twele Capital Management, Inc. 76,939 3.91 18,233 11.05
2025-07-22 13F Bay Harbor Wealth Management, LLC 17,709 -0.19 4,211 7.02
2025-07-28 13F RFG Advisory, LLC 19,072 -9.77 4,520 -3.58
2025-07-31 13F Moloney Securities Asset Management, LLC 1,261 5.79 299 12.88
2025-08-11 13F Empowered Funds, LLC 37,526 1,545.88 8,893 1,660.79
2025-07-18 13F Pure Financial Advisors, Inc. 124,643 21.65 29,538 30.00
2025-07-15 13F Family Investment Center, Inc. 26,161 -8.39 6,200 -2.08
2025-08-11 13F Elite Financial, Inc. 32,742 -1.98 8 0.00
2025-07-15 13F Sightline Wealth Advisors, LLC 6,534 0.37 1,548 7.28
2025-08-01 13F Pasadena Private Wealth, LLC 1,203 0.84 285 7.95
2025-07-15 13F Family Wealth Partners, Llc 27,575 -4.83 6,535 1.70
2025-07-14 13F Sowell Financial Services LLC 7,633 -0.30 1,809 6.54
2025-08-11 13F Traub Capital Management LLC 669 159
2025-07-21 13F Gray Private Wealth, LLC 6,768 10.10 1,604 17.61
2025-07-29 13F Systelligence, LLC 35,114 8,321
2025-05-29 NP JAHBX - Small Cap Value Trust NAV 36,414 -41.85 8,075 -46.33
2025-08-14 13F Kovitz Investment Group Partners, LLC 86,776 59.74 20,571 70.76
2025-07-15 13F Boyd Wealth Management, LLC 12,036 16.84 2,852 24.87
2025-07-24 13F Antonelli Financial Advisors, LLC 0 -100.00 0
2025-08-14 13F Keystone Financial Services, LLC 1,977 -10.10 469 -3.90
2025-07-29 13F AssuredPartners Investment Advisors, LLC 2,279 -70.09 540 -68.03
2025-07-03 13F Lam Group, Inc. 5,705 0.00 1,352 6.80
2025-07-25 13F Cypress Capital Group 0 -100.00 0
2025-07-16 13F Octavia Wealth Advisors, LLC 11,522 -3.32 2,739 3.67
2025-07-11 13F Eagle Bay Advisors LLC 1,520 0.00 361 7.12
2025-07-14 13F S.A. Mason LLC 20,306 0.07 4,812 6.96
2025-07-07 13F Versant Capital Management, Inc 548 10.26 130 17.27
2025-07-23 13F Prime Capital Investment Advisors, LLC 16,308 -19.38 3,865 -13.85
2025-07-11 13F Trust Co Of Virginia /va 171,223 -0.87 40,576 5.94
2025-07-22 13F SOL Capital Management CO 12,478 -1.19 3 0.00
2025-08-14 13F C M Bidwell & Associates Ltd 5,645 6.31 1,338 13.59
2025-07-07 13F Roxbury Financial LLC 125 0.81 30 0.00
2025-07-21 13F Riverview Trust Co 4,097 0.00 971 6.83
2025-08-27 13F/A Squarepoint Ops LLC 7,209 -68.96 1,708 -66.83
2025-07-31 13F CAP Partners, LLC 1,008 0.00 239 6.73
2025-07-31 13F Manuka Financial, LLC 10,276 0.14 2,435 7.03
2025-08-12 13F Twin Focus Capital Partners, Llc 3,721 12.11 882 19.70
2025-07-16 13F Beaumont Financial Advisors, LLC 6,102 103.60 1,446 117.77
2025-07-14 13F Farmers & Merchants Investments Inc 14,753 -3.95 3,496 2.67
2025-07-17 13F Paradigm Financial Partners, Llc 6,170 -56.59 1,462 -53.60
2025-07-23 13F Venturi Wealth Management, LLC 2,821 0.21 669 7.05
2025-08-13 13F McCollum Christoferson Group LLC 2,843 0.00 674 6.83
2025-07-25 13F Community Bank, N.A. 813 -17.71 193 -12.33
2025-08-08 13F Family Firm, Inc. 0 -100.00 0
2025-07-22 13F Team Financial Group, LLC 82 19
2025-07-30 13F Advantage Trust Co 1,437 34.68 341 44.07
2025-08-04 13F Leeward Financial Partners, LLC 40,956 3.68 9,706 10.80
2025-08-12 13F Titleist Asset Management, Llc 28,828 -2.08 6,832 4.64
2025-08-08 13F JFG Wealth Management, LLC 53,727 6.18 12,732 13.48
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 34,366 -12.29 8,144 -6.26
2025-08-12 13F Sandhill Capital Partners LLC 2,612 -1.17 619 5.46
2025-08-06 13F Csenge Advisory Group 2,666 -43.92 608 -38.21
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 560 25.84 133 34.69
2025-07-10 13F Park Capital Management, LLC / WI 899 -36.82 213 -32.38
2025-08-08 13F Avantax Advisory Services, Inc. 333,977 -2.36 79,146 4.35
2025-08-11 13F Bradley Foster & Sargent Inc/ct 61,129 -7.11 14,486 -0.73
2025-08-05 13F Sunburst Financial Group, LLC 6,588 -0.06 1,561 6.84
2025-07-01 13F Kera Capital Partners, Inc. 20,645 163.63 4,893 181.80
2025-04-25 13F TBH Global Asset Management, LLC 0 -100.00 0
2025-08-28 13F Midwestern Financial, LLC /IA 1,806 428
2025-08-29 NP RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 42,259 29.40 10,015 38.30
2025-07-31 13F Catalyst Capital Advisors LLC 341,352 -6.50 80,894 -0.08
2025-07-30 13F Principle Wealth Partners Llc 9,694 -2.47 2,297 4.22
2025-08-06 13F Sound Financial Strategies Group, LLC 3,522 -0.37 835 6.51
2025-07-28 13F BRYN MAWR TRUST Co 17,201 -15.18 4,076 -9.36
2025-07-30 13F Clune & Associates, Ltd. 14,877 2.69 3,526 9.74
2025-07-29 13F Fundamentun, Llc 2,685 -14.49 636 -8.62
2025-08-12 13F Ade, Llc 1,090 258
2025-08-06 13F AE Wealth Management LLC 12,480 12.99 2,957 20.74
2025-08-06 13F North Capital, Inc. 3,473 0.00 823 6.75
2025-08-12 13F Park Square Financial Group, LLC 1,983 3.34 470 10.35
2025-07-08 13F Richard P Slaughter Associates Inc 0 -100.00 0
2025-07-08 13F FF Advisors,LLC 1,617 0.00 383 7.89
2025-07-30 13F Exencial Wealth Advisors, Llc 35,019 1.00 8,299 7.93
2025-08-01 13F First National Trust Co 3,589 0.98 851 7.87
2025-07-02 13F Waller Financial Planning Group, Inc 36,672 15.59 8,691 23.53
2025-07-21 13F Monticello Wealth Management, Llc 2,385 0.00 565 7.01
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 16,906 -3.43 4,006 3.19
2025-08-15 13F CI Private Wealth, LLC 1,016,812 120.75 241,687 136.62
2025-07-23 13F TriaGen Wealth Management LLC 35,042 5.02 8,304 12.23
2025-07-17 13F Sterling Wealth Advisors Inc 3,316 0.00 803 9.25
2025-07-17 13F Nova R Wealth, Inc. 2,116 50.71 502 61.09
2025-08-13 13F Serenus Wealth Advisors, LLC 1,100 0.00 261 7.00
2025-07-23 13F MADDEN SECURITIES Corp 8,227 6.37 1,950 13.64
2025-08-06 13F Horan Securities, Inc. 1,742 0.00 413 6.74
2025-08-05 13F Peregrine Asset Advisers, Inc. 2,070 -1.33 491 5.38
2025-04-29 13F Callan Capital, LLC 8,193 0.00 1,817 -7.72
2025-08-14 13F Bnp Paribas Arbitrage, Sa 58,506 18.43 13,865 26.55
2025-07-21 13F Fortis Capital Advisors, LLC 12,434 104.47 2,947 118.55
2025-07-15 13F Beacon Financial Planning, Inc 26,658 -2.74 6,317 3.95
2025-04-11 13F OLIO Financial Planning 0 -100.00 0
2025-08-12 13F Blueprint Investment Partners LLC 13,979 3,313
2025-08-12 13F Absolute Capital Management, LLC 1,723 10.52 410 18.55
2025-07-16 13F Cadent Capital Advisors, LLC 24,190 0.91 5,733 7.85
2025-07-15 13F Legacy Financial Group LLC 143,610 6.46 34,033 13.77
2025-08-13 13F Marshall Wace, Llp 0 -100.00 0
2025-07-03 13F CPA Asset Management LLC 5,094 0.00 1,207 6.91
2025-07-24 13F Bernard Wealth Management Corp. 0 -100.00 0
2025-07-14 13F Opal Wealth Advisors, LLC 1,254 2.53 297 9.59
2025-08-05 13F Dunhill Financial, LLC 78,252 100.73 18,545 114.18
2025-08-14 13F Van Eck Associates Corp 42 0.00 0
2025-08-08 13F Emerald Investment Partners, Llc 3,802 -10.65 901 -4.45
2025-07-25 13F Tranquility Partners, LLC 5,987 5.02 1,419 12.18
2025-07-17 13F Smith Chas P & Associates Pa Cpas 2,549 -40.53 604 -36.42
2025-08-25 13F/A Neuberger Berman Group LLC 7,056 -29.02 1,672 -24.14
2025-07-30 13F Black Diamond Financial, LLC 33,687 0.26 7,983 7.15
2025-08-14 13F Catalyst Financial Partners Llc 3,689 48.81 874 59.20
2025-08-12 13F Jaffetilchin Investment Partners, LLC 945 -4.45 224 1.83
2025-07-14 13F Cherrydale Wealth Management, Llc 5,620 14.09 1,332 21.89
2025-07-09 13F Pines Wealth Management, LLC 4,434 6.03 1,078 33.09
2025-07-18 13F SOA Wealth Advisors, LLC. 10,989 -10.09 2,604 -3.91
2025-08-04 13F Golden Road Advisors Llc 68,263 1.21 16,177 8.16
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 8,725 8.02 2,070 15.52
2025-07-09 13F Hardin Capital Partners, LLC 1,596 5.28 382 13.69
2025-08-14 13F Gen-Wealth Partners Inc 2,253 2.78 534 9.67
2025-07-01 13F Burkett Financial Services, Llc 424 -25.87 100 -20.63
2025-05-05 13F Copperwynd Financial, LLC 0 -100.00 0
2025-07-16 13F TOWER TRUST & INVESTMENT Co 1,448 8.14 343 18.69
2025-07-29 13F Stephens Inc /ar/ 104,761 3.53 24,826 10.64
2025-07-30 13F Insight Advisors, LLC/ PA 1,844 -1.55 437 5.06
2025-08-04 13F Jim Saulnier & Associates, Llc 1,554 0.13 368 6.98
2025-08-06 13F Pekin Hardy Strauss, Inc. 887 210
2025-08-04 13F MeadowBrook Investment Advisors LLC 164 39
2025-07-28 13F Axxcess Wealth Management, Llc 132,760 25.32 31,461 33.93
2025-08-04 13F Silver Coast Investments LLC 1,130 -97.64 267 -97.48
2025-08-15 13F Security National Bank Of So Dak 4,200 0.00 995 6.87
2025-08-14 13F Qube Research & Technologies Ltd 759 -69.66 180 -67.69
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 2,271 0.00 538 6.96
2025-07-15 13F Santori & Peters, Inc. 6,154 -0.08 1,458 6.81
2025-08-12 13F Wulff, Hansen & Co. 1,740 2.96 412 10.16
2025-08-12 13F AlphaCore Capital LLC 56,557 196.86 13,447 218.35
2025-08-14 13F Hurley Capital, LLC 48 -81.18 11 -80.36
2025-05-15 13F/A Orion Portfolio Solutions, LLC 96,008 2.26 21,290 -5.63
2025-07-25 13F St. Louis Trust Co 48,891 -0.74 11,586 6.08
2025-07-21 13F Capital Planning LLC 43,671 -0.70 10,383 6.48
2025-08-14 13F Federation des caisses Desjardins du Quebec 5,592 -26.46 1,325 -21.41
2025-07-17 13F Grandview Asset Management LLC 15,743 -3.66 4 0.00
2025-07-15 13F Forte Capital Llc /adv 4,852 -10.31 1,150 -4.17
2025-07-22 13F Old National Bancorp /in/ 1,485 -22.78 352 -17.61
2025-08-15 13F First Heartland Consultants, Inc. 20,327 18.84 4,817 27.03
2025-07-25 13F waypoint wealth counsel 15,822 -2.37 3,749 4.34
2025-07-31 13F BIP Wealth, LLC 24,016 0.73 5,691 7.66
2025-08-12 13F Quadcap Wealth Management, LLC 3,401 2.04 806 9.08
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-07-30 13F Princeton Global Asset Management LLC 685 162
2025-08-22 13F Carter Financial Group, INC. 1,142 272
2025-08-07 13F Hughes Financial Services, LLC 3,388 -55.90 816 -52.31
2025-08-06 13F Penserra Capital Management LLC 42,795 -27.76 10 -23.08
2025-08-13 13F EverSource Wealth Advisors, LLC 57,743 2.75 13,684 9.81
2025-08-04 13F AMG National Trust Bank 131,788 4.51 31,231 11.69
2025-05-01 13F Lane & Associates LLC 13,683 -2.37 3,034 -13.26
2025-08-14 13F Synovus Financial Corp 14,479 1.08 3,434 8.09
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 35,153 -45.45 8,358 -41.51
2025-05-12 13F Pcg Asset Management, Llc 0 -100.00 0
2025-08-13 13F Schroder Investment Management Group 949 225
2025-07-10 13F Compton Wealth Advisory Group, LLC 77,378 6.09 18,337 13.37
2025-08-12 13F Nemes Rush Group LLC 489 -55.95 116 -53.25
2025-08-14 13F Peak Asset Management, LLC 7,649 0.00 1,813 6.84
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 80,275 1.23 19,024 8.18
2025-07-25 13F Sovereign Financial Group, Inc. 28,518 1.61 6,758 8.60
2025-08-13 13F Wellspring Financial Advisors, LLC 6,314 -0.02 1,496 6.86
2025-08-14 13F Pine Harbor Wealth Management, LLC 0 -100.00 0
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 1,147 -1.88 272 4.63
2025-08-07 13F Clarity Wealth Advisors, LLC 47,929 1.52 11,358 8.49
2025-07-23 13F Viewpoint Capital Management LLC 10,453 0.48 2,477 7.42
2025-07-03 13F Arvest Investments, Inc. 22 0.00 5 25.00
2025-07-21 13F Intrinsic Value Partners, LLC 9,528 17.85 2,258 25.95
2025-08-13 13F Quadrant Capital Group Llc 5,272 -2.23 1,249 4.52
2025-08-13 13F VestGen Advisors, LLC 41,991 -0.85 9,951 5.96
2025-08-13 13F First Trust Advisors Lp 1,679 -41.62 398 -37.68
2025-07-16 13F Gradient Capital Advisors, LLC 13,497 1.95 3,199 8.96
2025-07-30 13F EnRich Financial Partners LLC 1,156 0.00 274 6.64
2025-08-12 13F Hill Investment Group Partners, LLC 914 -9.24 217 -3.14
2025-07-25 13F Hemington Wealth Management 33 0.00 0
2025-08-13 13F Jones Financial Companies Lllp 6,964,529 4.61 1,653,133 12.04
2025-08-08 13F Altiora Financial Group, LLC 1,631 0.00 387 6.93
2025-04-28 NP JSCNX - Small Cap Value Fund Class NAV 31,397 124.04 7,460 104.36
2025-08-07 13F Proficio Capital Partners LLC 5,198 -7.79 1,232 -1.44
2025-08-13 13F Truvestments Capital Llc 3,136 0.00 743 6.91
2025-07-09 13F First Financial Corp /in/ 18,318 3.82 4,341 10.97
2025-07-10 13F Sovran Advisors, LLC 3,757 38.74 908 62.14
2025-08-14 13F Bragg Financial Advisors, Inc 13,033 -1.56 3,089 5.21
2025-05-01 13F Mason Investment Advisory Services, Inc. 0 -100.00 0
2025-08-06 13F Capasso Planning Partners LLC 0 -100.00 0
2025-07-10 13F Trust Point Inc. 3,354 -3.48 795 3.12
2025-07-08 13F Canandaigua National Trust Co of Florida 6,696 -10.30 1,587 -4.17
2025-07-22 13F USAdvisors Wealth Management, LLC 6,153 0.70 1 0.00
2025-08-12 13F LPL Financial LLC 3,925,111 2.58 930,173 9.63
2025-07-30 13F Sloy Dahl & Holst, LLC 894 212
2025-08-12 13F Asset Management Group, Inc. 51,635 -0.33 12,237 6.52
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 26,489 -27.86 6,277 -22.91
2025-07-15 13F Missouri Trust & Investment Co 1,369 0.00 324 6.93
2025-07-23 13F REAP Financial Group, LLC 19,526 26.25 4,627 34.94
2025-08-13 13F Elios Financial Group Inc. 2,026 -2.69 480 4.12
2025-07-24 13F Papp L Roy & Associates 1,457 0.07 345 7.14
2025-05-14 13F Keeley-Teton Advisors, LLC 17,902 0.00 3,970 -7.72
2025-07-11 13F/A Umb Bank N A/mo 1,140 -7.47 270 -1.10
2025-08-08 13F Adapt Wealth Advisors, Llc 2,041 -12.14 484 -6.21
2025-08-13 13F Employees Retirement System of Texas 226,425 0.00 54 6.00
2025-07-10 13F Envision Financial LLC 9,436 11.71 2,236 19.38
2025-07-08 13F First National Corp /ma/ /adv 51,548 6.61 12,216 13.94
2025-08-12 13F Cornerstone Wealth Management, LLC 18,848 4.23 4,467 11.37
2025-08-14 13F State Street Corp 383,669 31.00 91,224 40.47
2025-08-11 13F Tidemark, LLC 82 0.00 19 5.56
2025-07-16 13F Old North State Wealth Management, LLC 12,942 -4.82 3,070 1.72
2025-05-13 13F Certus Wealth Management, LLC 0 -100.00 0
2025-08-12 13F Calton & Associates, Inc. 2,150 -11.74 510 -5.74
2025-08-14 13F MGB Wealth Management, LLC 50 0.00 12 0.00
2025-07-22 13F Grimes & Company, Inc. 583,423 1.26 138,260 8.21
2025-08-13 13F MBM Wealth Consultants, LLC 82,151 4.66 19,468 11.85
2025-08-13 13F WealthTrust Axiom LLC 1,475 0.00 350 6.73
2025-07-08 13F Heartwood Wealth Advisors LLC 345,967 1.41 81,987 8.37
2025-07-09 13F Gilman Hill Asset Management, LLC 33,922 6.01 8,039 13.28
2025-07-10 13F Rfg Holdings, Inc. 49,578 16.25 11,749 24.21
2025-07-17 13F Tempus Wealth Planning, LLC 1,341 0.00 318 6.73
2025-07-31 13F LJI Wealth Management, LLC 1,469 0.00 348 7.08
2025-08-06 13F Eukles Asset Management 3 0.00 1
2025-07-28 13F IFG Advisors, LLC 20,733 3.56 4,913 10.68
2025-07-23 13F Sax Wealth Advisors, Llc 15,962 -14.43 3,783 -8.56
2025-04-25 13F Colonial River Wealth Management, LLC 0 -100.00 0
2025-07-08 13F GK Wealth Management LLC 6,480 15.00 1,536 22.90
2025-08-14 13F GWM Advisors LLC 194,596 10.32 46,116 17.89
2025-08-06 13F First Horizon Advisors, Inc. 14,787 -1.62 3,504 5.13
2025-08-01 13F Oarsman Capital, Inc. 1,255 -14.57 297 -8.62
2025-08-14 13F Alliancebernstein L.p. 70,470 -19.54 16,700 -14.02
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-07-25 13F Muirfield Wealth Advisors Llc 6,119 -2.81 1,450 3.87
2025-07-15 13F Level Financial Advisors, Inc. 6,929 40.75 1,642 50.41
2025-07-08 13F Legacy Private Trust Co. 0 -100.00 0
2025-08-12 13F YANKCOM Partnership 40 0.00 9 12.50
2025-08-11 13F Strategic Equity Management 1,309 -89.53 310 -88.82
2025-07-11 13F Pioneer Wealth Management Group 8,273 51.05 1,960 61.45
2025-08-08 13F Flaharty Asset Management, LLC 170 0.00 40 8.11
2025-07-31 13F First Business Financial Services, Inc. 7,596 48.10 1,800 58.31
2025-05-12 13F Barrow Hanley Mewhinney & Strauss Llc 0 -100.00 0
2025-08-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-04-11 13F Permanent Capital Management, LP 54,753 0.41 12,141 -7.33
2025-07-16 13F Randolph Co Inc 121,084 1.05 28,694 7.99
2025-07-25 13F McNamara Financial Services, Inc. 28,374 3.00 6,724 10.07
2025-07-30 NP ENDW - Cambria Endowment Style ETF 24 5
2025-08-13 13F Seven Springs Wealth Group, LLC 6,334 0.00 1,501 6.91
2025-07-10 13F Clare Market Investments LLC 0 -100.00 0
2025-07-17 13F Raleigh Capital Management Inc. 805 -3.48 191 2.70
2025-07-30 13F Probity Advisors, Inc. 4,668 -0.06 1,106 6.86
2025-08-14 13F Diversify Wealth Management, Llc 43,109 2.33 10,569 15.74
2025-08-14 13F Family Management Corp 150 -1.96 36 6.06
2025-07-09 13F Bank of New Hampshire 3,082 -12.47 730 -6.41
2025-07-07 13F Armstrong Henry H Associates Inc 1,745 0.00 414 6.99
2025-07-31 13F Oppenheimer & Co Inc 49,472 -2.01 11,724 4.72
2025-08-07 13F Addison Advisors LLC 133 0.00 32 6.90
2025-07-18 13F Forza Wealth Management, LLC 1,410 334
2025-07-21 13F Exchange Capital Management, Inc. 3,436 0.00 814 6.96
2025-07-21 13F Pacific Financial Group Inc 847 201
2025-07-17 13F Smith Anglin Financial, LLC 8,538 -0.44 2,023 6.42
2025-07-29 13F Cidel Asset Management Inc 5,432 1.31 1,287 8.24
2025-08-14 13F New England Asset Management Inc 7,340 0.00 1,739 6.88
2025-07-09 13F Praetorian Wealth Management, Inc. 41,381 19.93 9,806 28.17
2025-08-07 13F Fund Evaluation Group, LLC 5,264 1,247
2025-07-16 13F MBE Wealth Management, LLC 100,731 4.56 23,871 11.74
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 554 2.78 131 10.08
2025-08-07 13F American Alpha Advisors, LLC 19,216 8.27 4,554 15.71
2025-07-21 13F 25 Llc 52,637 3.21 12,474 10.30
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 16,306 -27.58 3,864 -22.61
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-08-14 13F Heritage Wealth Management, Inc. 3,816 -19.92 904 -14.39
2025-07-08 13F Parallel Advisors, LLC 158,502 -4.59 37,562 1.97
2025-08-14 13F SWAN Capital LLC 394 0.00 93 6.90
2025-07-17 13F First County Bank /CT/ 2,407 -0.78 570 6.15
2025-07-17 13F Catalytic Wealth RIA, LLC 8,180 3.69 1,938 10.81
2025-07-25 13F Ruedi Wealth Management, Inc. 0 -100.00 0
2025-07-16 13F Flower City Capital 1,346 0.00 320 7.38
2025-07-14 13F BlueSky Wealth Advisors, LLC 41,403 8.73 9,812 16.19
2025-04-28 13F Redmont Wealth Advisors Llc 3 1
2025-08-27 13F/A Brinker Capital Investments, LLC 96,662 0.68 22,907 7.60
2025-07-22 13F Romano Brothers And Company 6,306 -11.11 1,494 -5.02
2025-08-04 13F Capital Performance Advisors Llp 28,592 39.34 6,776 48.90
2025-05-14 13F Barnes Wealth Management Group, Inc 0 -100.00 0
2025-07-18 13F PFG Investments, LLC 7,437 11.02 1,763 18.65
2025-07-22 13F Iron Horse Wealth Management, LLC 64,955 3.36 15,393 10.46
2025-08-08 13F Advisory Resource Group 2,685 0.19 636 7.07
2025-08-07 13F Efficient Advisors, LLC 434,073 8.54 102,867 15.99
2025-08-04 13F Flagship Harbor Advisors, Llc 42,411 -6.25 10,050 0.19
2025-08-07 13F Rossmore Private Capital 46,407 -1.19 10,997 5.60
2025-08-11 13F Citigroup Inc 325,006 -2.98 77,020 3.68
2025-08-14 13F Herold Advisors, Inc. 1,233 -1.20 292 5.80
2025-08-08 13F Foundations Investment Advisors, LLC 4,413 -17.87 1,046 -12.26
2025-08-14 13F NorthLanding Financial Partners, LLC 1,092 -75.46 259 -73.83
2025-07-30 13F Cullen/frost Bankers, Inc. 546,104 12.49 129,416 20.21
2025-08-14 13F Susquehanna International Group, Llp 59,552 -61.85 14,113 -59.24
2025-07-03 13F Trinity Financial Advisors LLC 5,769 -13.42 1,372 -2.35
2025-08-14 13F Susquehanna International Group, Llp Call 42,200 -20.38 10,001 -14.91
2025-07-15 13F Capstone Wealth Management Group LLC 5,026 -6.48 1,191 0.00
2025-08-14 13F Susquehanna International Group, Llp Put 5,000 -57.98 1,185 -55.12
2025-08-05 13F Astra Wealth Partners LLC 3,515 13.64 833 21.61
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 384,718 53.26 93,567 68.09
2025-07-21 13F Barrett & Company, Inc. 14,601 16.85 3,460 24.86
2025-07-09 13F Chesley Taft & Associates LLC 35,299 0.52 8,365 7.42
2025-08-08 13F Glassman Wealth Services 3,046 0.00 722 6.81
2025-07-11 13F Bond & Devick Financial Network, Inc. 5,261 2.29 1,247 9.30
2025-07-11 13F Farther Finance Advisors, LLC 26,596 10.71 6,303 17.93
2025-08-12 13F O'shaughnessy Asset Management, Llc 62,333 55.41 14,772 66.10
2025-08-11 13F Clark Estates Inc/ny 1,350 0.00 320 6.69
2025-08-12 13F Minot DeBlois Advisors LLC 13,748 -1.47 3,258 5.30
2025-08-13 13F Alerus Financial Na 291 69
2025-07-31 13F Trademark Financial Management, LLC 1,375 -22.40 326 -17.30
2025-07-22 13F Sage Financial Group Inc 51,377 117.18 12,175 132.13
2025-08-12 13F Running Point Capital Advisors, LLC 1 0.00 0
2025-08-01 13F Bank of Jackson Hole Trust 5,680 48.61 1,346 48.24
2025-08-08 13F Grandfield & Dodd, Llc 2,449 0.00 580 6.81
2025-07-29 13F Sims Investment Management, Llc 1,597 -5.78 378 0.80
2025-07-30 13F Caliber Wealth Management, LLC / KS 3,076 -28.86 729 -24.01
2025-08-14 13F TCG Advisory Services, LLC 4,130 19.36 979 27.51
2025-08-08 13F Allianz Se 245 -99.26 58 -99.21
2025-07-17 13F KWB Wealth 1,267 0.00 281 -7.89
2025-08-11 13F Bell Investment Advisors, Inc 6,555 12.40 1,553 20.11
2025-07-17 13F Greenleaf Trust 5,815 -2.87 1,378 3.84
2025-07-18 13F Trust Co Of Vermont 8,421 3.21 1,996 10.28
2025-08-06 13F Nicholas Hoffman & Company, LLC. 699,404 27.37 165,745 36.12
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 39,001 4.49 9,242 11.30
2025-08-08 13F Hartland & Co., LLC 534,238 9.75 126,604 17.29
2025-07-31 13F AlTi Global, Inc. 6,921 -0.07 1,646 7.17
2025-08-07 13F Vista Investment Partners Ii, Llc 1,998 4.06 473 11.29
2025-08-14 13F Waters Parkerson & Co., Llc 8,459 16.53 2,005 24.55
2025-08-12 13F Osborne Partners Capital Management, Llc 1,203 -15.64 285 -9.81
2025-07-07 13F Investors Research Corp 73 0.00 17 6.25
2025-08-14 13F Spectrum Financial Alliance Ltd LLC 45,629 -1.60 10,926 6.25
2025-08-14 13F Aureus Asset Management, LLC 890 -19.09 211 -13.58
2025-08-13 13F Capital Analysts, Inc. 7,354 1.11 2 0.00
2025-07-11 13F Diversified Trust Co 12,259 -4.19 2,905 2.40
2025-08-14 13F Bbr Partners, Llc 5,819 114.72 1,379 129.67
2025-08-12 13F Wood Tarver Financial Group, LLC 262 32.32 0 -100.00
2025-07-07 13F Global Wealth Strategies & Associates 23 -81.15 5 -81.48
2025-04-15 13F Transform Wealth, LLC 1,799 0.22 399 -7.66
2025-08-05 13F Golden Bell Financial Planning LLC 1,649 -8.59 391 -2.50
2025-07-10 13F Marshall Financial Group LLC 5,041 -10.38 1,213 -2.73
2025-07-14 13F Maryland Capital Advisors Inc. 7,579 -3.40 1,796 3.28
2025-07-30 13F Mason & Associates, LLC 49,285 20.59 11,680 28.86
2025-08-14 13F Mpwm Advisory Solutions, Llc 2,502 2.37 593 9.43
2025-07-22 13F Alta Wealth Advisors LLC 1,766 5.12 419 12.37
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 400 0.00 95 6.82
2025-07-16 13F Stephenson National Bank & Trust 35,491 0.28 8,411 7.16
2025-07-30 13F IMG Wealth Management, Inc. 2,317 -1.99 549 4.77
2025-08-18 13F Finward Bancorp 1,617 22.78 383 31.16
2025-08-05 13F GPS Wealth Strategies Group, LLC 389 0.00 92 6.98
2025-07-23 13F Roundview Capital LLC 27,274 0.95 6,463 7.88
2025-05-02 13F Cable Hill Partners, LLC 124,417 4.21 26,893 -6.26
2025-08-04 13F Ledyard National Bank 0 -100.00 0
2025-07-31 13F Ground Swell Capital, LLC 0 -100.00 0
2025-08-18 13F/A Kestra Investment Management, LLC 1,311 8.08 311 15.67
2025-07-21 13F HighMark Wealth Management LLC 241 -8.37 57 -1.72
2025-07-10 13F High Net Worth Advisory Group LLC 3,987 -33.45 945 -28.84
2025-07-14 13F Sentinel Pension Advisors Inc 1,478 32.91 350 42.28
2025-08-14 13F Aqr Capital Management Llc 43,460 76.08 10,299 88.18
2025-07-16 13F TCI Wealth Advisors, Inc. 6,884 -0.56 1,631 6.25
2025-04-02 13F Marcum Wealth, LLC 182,267 -1.05 40,418 -8.68
2025-07-22 13F Gemmer Asset Management LLC 72,525 1.17 17,187 8.12
2025-07-22 13F Compass Financial Group, INC/SD 6,386 -3.02 1,513 3.63
2025-08-04 13F Mayflower Financial Advisors, LLC 3,551 0.17 842 7.00
2025-07-17 13F LVW Advisors, LLC 1,352 0.00 320 7.02
2025-07-28 13F Kiker Wealth Management, LLC 0 -100.00 0
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 38,108 16.65 9,031 24.65
2025-07-14 13F GAMMA Investing LLC 3,215 4.79 762 11.91
2025-08-06 13F Geometric Wealth Advisors 3,837 0.66 909 7.57
2025-08-12 13F Maripau Wealth Management Llc 12,049 -9.85 2,872 -3.07
2025-07-15 13F Retirement Income Solutions, Inc 855 -11.03 203 -5.16
2025-07-03 13F First Hawaiian Bank 14,551 52.29 3,448 62.80
2025-07-15 13F Unified Investment Management 1,908 0.00 452 6.86
2025-08-05 13F Bridgewater Advisors Inc. 4,167 -3.07 1,021 9.56
2025-07-25 13F M3 Advisory Group, LLC 4,020 4.69 953 11.87
2025-07-24 13F Acima Private Wealth, Llc 217 0.00 51 6.25
2025-08-14 13F STAR Financial Bank 7,167 -7.18 1,698 -0.82
2025-07-15 13F Smith & Howard Wealth Management, LLC 51,657 10.20 12,242 17.77
2025-07-16 13F RWM Asset Management, LLC 13,893 34.36 3,292 43.63
2025-08-06 13F Vestmark Advisory Solutions, Inc. 1,440 341
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 15,386 2.61 3,646 9.65
2025-07-15 13F Fortitude Family Office, LLC 9,273 45.09 2,198 55.05
2025-07-18 13F Cooper Financial Group 4,699 -2.08 1,114 4.61
2025-07-22 13F MBL Wealth, LLC 2,675 0.00 634 6.75
2025-07-10 13F Brooklyn FI, LLC 35,163 32.98 8,333 51.13
2025-05-15 13F National Wealth Management Group, LLC 1,064 0.76 236 -7.11
2025-07-25 13F Lodestar Private Asset Management Llc 5,363 27.75 1,271 36.56
2025-08-07 13F CENTRAL TRUST Co 185,172 5.30 43,885 12.53
2025-08-14 13F Graney & King, LLC 4,178 42.06 990 51.69
2025-04-17 13F Montecito Bank & Trust 2,436 0.00 540 -7.69
2025-08-12 13F Coston, McIsaac & Partners 591 0.00 0
2025-07-15 13F Main Street Group, LTD 2,178 -6.20 516 0.39
2025-08-13 13F Boston Family Office Llc 1,098 21.19 0
2025-07-29 13F LMG Wealth Partners, LLC 1,315 312
2025-07-10 13F Veridan Wealth LLC 16,858 3,995
2025-08-07 13F Tillman Hartley LLC 6,988 0.27 1,656 7.18
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 48,000 28.34 10,375 11.13
2025-07-18 13F McGuire Investment Group, LLC 2,688 3.54 637 10.78
2025-08-08 13F MTM Investment Management, LLC 32 0.00 8 0.00
2025-08-11 13F Anderson Financial Strategies, LLC 0 -100.00 0
2025-08-11 13F Arrow Financial Corp 49,129 -3.18 11,643 3.47
2025-08-04 13F Quaker Wealth Management, LLC 24,956 5,914
2025-08-01 13F May Hill Capital, LLC 26,762 -1.91 6,342 4.83
2025-07-10 13F Charter Oak Capital Management, LLC 4,033 9.15 956 16.61
2025-07-24 13F Thompson Investment Management, Inc. 43 43.33 10 66.67
2025-08-07 13F Prospect Financial Group LLC 927 0.00 220 6.83
2025-08-07 13F Montag A & Associates Inc 96,875 -22.92 23,034 -17.36
2025-08-13 13F Johnson Financial Group, Inc. 21,275 4,023.06 5,059 4,336.84
2025-07-31 13F Kathleen S. Wright Associates Inc. 14,590 -0.27 3,458 6.57
2025-08-11 13F Independent Advisor Alliance 3,919 129.45 929 145.50
2025-08-08 13F IMA Wealth, Inc. 1,038 8.12 246 15.57
2025-07-18 13F Impact Capital Partners LLC 1,248 296
2025-08-08 13F Oak Harvest Investment Services 1,237 -11.96 293 -5.79
2025-07-17 13F Willow Creek Wealth Management Inc. 4,149 41.56 983 51.23
2025-08-12 13F Howe & Rusling Inc 944 60.00 224 71.54
2025-07-18 13F TABR Capital Management, LLC 4,145 5.34 982 12.61
2025-08-01 13F Integral Investment Advisors, Inc. 45,882 5.03 10,873 12.25
2025-08-01 13F Advisory Alpha, LLC 2,412 5.51 572 12.85
2025-07-09 13F PFW Advisors LLC 2,494 0.00 591 6.87
2025-04-30 13F Sofos Investments, Inc. 134 -60.36 30 -67.78
2025-07-23 13F Tectonic Advisors Llc 71,372 6.05 16,914 13.33
2025-08-12 13F OneAscent Financial Services LLC 49,102 -50.38 12 -47.62
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 241 57
2025-07-22 13F Simplicity Wealth,LLC 2,962 -50.86 702 -47.53
2025-07-24 13F KFA Private Wealth Group, LLC 14,929 -0.21 3,538 6.63
2025-07-21 13F Zwj Investment Counsel Inc 1,346 -2.60 319 3.92
2025-07-24 13F WMG Financial Advisors, LLC 1,242 -6.90 294 -0.34
2025-07-25 13F LRI Investments, LLC 3,143 0.00 745 6.90
2025-08-14 13F Snowden Capital Advisors LLC 23,488 -16.95 5,585 -10.96
2025-08-08 13F Cetera Investment Advisers 657,402 11.94 155,791 19.63
2025-08-05 13F Crestwood Advisors Group LLC 33,817 1.27 8,014 8.23
2025-07-10 13F YHB Investment Advisors, Inc. 987 0.10 234 6.88
2025-08-08 13F Capital Investment Advisory Services, LLC 1,995 97.92 473 111.66
2025-07-29 13F Horst & Graben Wealth Management LLC 1,803 -2.06 427 4.66
2025-08-14 13F Benjamin Edwards Inc 22,690 -50.69 5,377 -47.30
2025-07-08 13F Partnership Wealth Management, LLC 982 -20.29 233 -15.02
2025-08-06 13F Founders Financial Securities Llc 3,530 2.20 837 12.21
2025-08-11 13F Vanguard Group Inc 612,034 8.16 145,040 15.59
2025-07-28 13F Rik Saylor Financial, Inc. 1,834 -0.97 435 5.85
2025-08-12 13F Frontier Asset Management, LLC 20,338 -46.66 4,820 -43.00
2025-07-31 13F B & T Capital Management DBA Alpha Capital Management 1,904 20.20 451 28.49
2025-07-23 13F Roberts Wealth Advisors, LLC 48,324 1.72 11,452 8.71
2025-08-15 13F Optimist Retirement Group LLC 16,503 -5.00 3,911 1.51
2025-08-14 13F Dagco, Inc. 4,787 0.00 1,135 6.88
2025-07-08 13F Lpwm Llc 1,990 -3.68 472 2.84
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-14 13F Mission Creek Capital Partners, Inc. 1,086 -37.01 257 -32.72
2025-07-10 13F Secure Asset Management, LLC 5,897 109.48 1,397 123.88
2025-07-29 13F Calamos Wealth Management LLC 17,896 1.11 4,241 8.05
2025-07-18 13F Warren Street Wealth Advisors, LLC 1,090 -3.80 258 2.79
2025-07-21 13F/A Abacus Planning Group, Inc. 23,291 -4.92 5,519 1.60
2025-07-23 13F Independent Solutions Wealth Management, LLC 2,413 -5.63 572 -0.52
2025-07-23 13F Litman Gregory Asset Management LLC 1,954 -13.31 463 -7.21
2025-07-10 13F Arbor Wealth Advisors LLC 50,350 -0.04 11,932 6.82
2025-07-14 13F Infinity Wealth Counsel, LLC 8,909 1.02 2,111 7.98
2025-07-29 13F Regions Financial Corp 150,490 16.37 35,663 24.36
2025-08-11 13F United Advisor Group, LLC 2,056 2.24 487 9.44
2025-07-17 13F Gleason Group, Inc. 19,120 -0.57 4,531 6.26
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 9,454 228.38 2,240 251.10
2025-08-13 13F Baker Avenue Asset Management, LP 381,556 0.09 90,421 6.96
2025-08-14 13F Sit Investment Associates Inc 1,154 0.00 0
2025-07-09 13F Thrive Wealth Management, LLC 32,662 55.22 7,740 65.88
2025-07-22 13F Noble Family Wealth, LLC 62,061 1.22 14,707 8.18
2025-08-13 13F Wealthquest Corp 147,938 3.29 35,058 10.38
2025-08-13 13F Correct Capital Wealth Management 913 0.00 216 6.93
2025-07-18 13F Pacific Point Advisors, LLC 3,089 -0.99 732 5.93
2025-08-14 13F/A Rockefeller Capital Management L.P. 283,669 34.88 67,224 44.15
2025-07-18 13F Truist Financial Corp 449,593 -7.09 106,545 -0.71
2025-07-25 13F PrairieView Partners, LLC 43,181 -21.15 10 -16.67
2025-08-15 13F Tower Research Capital LLC (TRC) 43,622 242,244.44 10,338 344,466.67
2025-08-19 13F Anchor Investment Management, LLC 6,847 -2.88 1,623 3.77
2025-07-25 13F Parker Financial LLC 10,985 -6.95 2,603 -0.57
2025-07-28 13F JGP Wealth Management, LLC 1,784 5.19 423 12.23
2025-07-30 13F Axiom Financial Strategies, LLC 36,647 -0.81 8,685 5.99
2025-08-13 13F Luminist Capital LLC 4,875 18.18 1,167 27.26
2025-08-14 13F EP Wealth Advisors, Inc. 130,793 11.41 30,995 19.06
2025-08-14 13F Archetype Wealth Partners 30,138 -2.67 7 16.67
2025-08-01 13F Anson Capital, Inc. 923 0.00 219 6.86
2025-08-11 13F Heritage Wealth Advisors 373 0.00 88 7.32
2025-07-29 13F Private Wealth Management Group, LLC 480 0.00 114 6.60
2025-05-28 13F Silicon Valley Capital Partners 737 0.00 163 -7.91
2025-07-07 13F Wilson & Boucher Capital Management, LLC 19,872 -3.54 4,709 3.09
2025-08-12 13F Mystic Asset Management, Inc. 17,058 -0.80 4,042 6.01
2025-07-31 13F Burke & Herbert Bank & Trust Co 1,967 0.00 466 6.88
2025-08-04 13F Heritage Investors Management Corp 146,132 -0.31 35 6.25
2025-08-06 13F Legacy Wealth Managment, LLC/ID 42 162.50 10 200.00
2025-08-12 13F Northstar Financial Companies, Inc. 11,268 -0.78 2,670 6.04
2025-08-14 13F Connecticut Wealth Management, LLC 173,278 18.44 41,063 26.57
2025-07-16 13F/A CX Institutional 207,192 -8.41 49 -2.00
2025-07-14 13F Acropolis Investment Management, LLC 67,990 18.29 16,112 26.42
2025-07-14 13F AdvisorNet Financial, Inc 28,607 100.09 6,779 113.85
2025-08-12 13F TCTC Holdings, LLC 2,784 0.00 660 6.81
2025-07-25 13F Verdence Capital Advisors LLC 3,359 35.77 796 45.07
2025-08-13 13F Flow Traders U.s. Llc 0 -100.00 0
2025-07-30 13F Fiduciary Family Office, Llc 9,851 -28.14 2,334 -23.20
2025-08-05 13F Arrowroot Family Office, LLC 5,135 -26.30 1,217 -27.32
2025-08-13 13F JT Stratford LLC 3,717 36.10 881 45.45
2025-08-13 13F Generation Capital Management LLC 3,776 895
2025-08-04 13F Twin City Private Wealth, Llc 776 -7.29 184 -0.54
2025-08-14 13F Acorn Wealth Advisors, LLC 14,329 7.90 3,396 15.32
2025-07-17 13F Scott & Selber, Inc. 11,452 0.00 3 0.00
2025-08-11 13F Teachers Insurance & Annuity Association Of America 811 0.00 192 7.26
2025-04-16 13F Kelly Financial Group Llc 0 -100.00 0
2025-05-14 13F Legacy Financial Advisors, Inc. 0 -100.00 0
2025-08-15 13F Provenance Wealth Advisors, LLC 38 9
2025-08-14 13F Visionary Wealth Advisors 34,410 14.44 8,154 22.30
2025-08-07 13F Keystone Financial Services 2,344 0.00 555 6.94
2025-07-24 13F Vantage Point Financial LLC 1,121 0.00 266 6.85
2025-08-14 13F Vista Capital Partners, Inc. 265,630 -2.60 62,949 4.09
2025-08-05 13F BEAM Asset Management, LLC 16,770 -5.91 3,974 0.56
2025-08-06 13F New Millennium Group LLC 44 0.00 10 11.11
2025-08-12 13F Gitterman Wealth Management, LLC 214 51
2025-07-30 13F Rehmann Capital Advisory Group 30,746 -3.13 7,286 3.52
2025-04-29 NP DYTA - SGI Dynamic Tactical ETF 13,624 -77.77 3,237 -79.73
2025-07-23 13F Trifecta Capital Advisors, LLC 355 84
2025-08-12 13F/A Cozad Asset Management Inc 29,572 0.20 7,008 7.08
2025-08-05 13F American Capital Advisory, LLC 307 0.00 73 5.88
2025-08-13 13F Smith, Moore & Co. 11,454 4.35 2,714 11.55
2025-08-15 13F Morgan Stanley 7,744,922 1.16 1,835,392 8.11
2025-08-11 13F Avantax Planning Partners, Inc. 1,966 0.00 466 6.90
2025-08-13 13F Townsquare Capital Llc 5,428 -94.24 1,286 -93.84
2025-07-09 13F Radnor Capital Management, LLC 11,127 1.09 3 0.00
2025-07-10 13F PMV Capital Advisers, LLC 55 13
2025-08-01 13F Austin Private Wealth, LLC 1,368 0.00 324 6.93
2025-07-17 13F XML Financial, LLC 5,558 14.17 1,317 22.06
2025-07-07 13F Peterson Wealth Advisors, LLC 27,789 3.17 6,585 22.88
2025-08-11 13F Lcnb Corp 1,905 0.00 451 6.87
2025-08-08 13F Better Money Decisions, LLC 19,257 0.74 4,564 7.67
2025-07-03 13F TrueWealth Advisors, LLC 1,470 -8.12 348 -1.69
2025-08-05 13F RiverGlades Family Offices LLC 17,722 1.31 4,200 8.28
2025-07-29 13F Northeast Investment Management 121,336 9.58 28,754 17.11
2025-08-05 13F Elyxium Wealth, LLC 2,871 -27.54 680 -22.55
2025-07-22 13F Cedar Mountain Advisors, LLC 5 0.00 1 0.00
2025-07-23 13F Bear Mountain Capital, Inc. 45,037 0.15 10,956 12.40
2025-07-22 13F Checchi Capital Advisers, LLC 15,340 -1.52 3,635 5.24
2025-08-12 13F Cynosure Management, Llc 44,743 -1.34 10,603 5.44
2025-07-24 13F Horizon Bancorp Inc /in/ 3,800 1
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 327,277 -14.37 78 -8.33
2025-08-13 13F Northern Trust Corp 131,647 1.52 31,198 8.50
2025-05-14 13F Zacks Investment Management 0 -100.00 0
2025-07-09 13F Procyon Private Wealth Partners, LLC 11,321 -1.57 2,683 5.18
2025-07-18 13F Centricity Wealth Management, LLC 1,278 0.00 303 6.71
2025-07-24 13F Comprehensive Money Management Services LLC 2,099 0.00 497 6.88
2025-07-31 13F AF Advisors, Inc. 936 0.00 222 6.76
2025-08-05 13F Freestone Capital Holdings, LLC 20,296 -5.06 4,810 1.46
2025-08-04 13F Canton Hathaway, LLC 150 0.00 0
2025-07-07 13F Capital Asset Advisory Services LLC 115,879 18.69 27,746 25.73
2025-07-16 13F Newton One Investments LLC 20,711 -1.13 4,908 5.66
2025-08-13 13F Cresset Asset Management, LLC 68,523 13.56 16,293 21.76
2025-07-17 13F Oakworth Capital, Inc. 1,815 0.00 430 6.97
2025-07-16 13F BOS Asset Management, LLC 11,429 0.25 2,708 7.12
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100.00 0 -100.00
2025-07-30 13F DecisionMap Wealth Management, LLC 1,345 -5.15 319 1.27
2025-08-08 13F Larson Financial Group LLC 20,707 -7.02 4,907 -0.63
2025-08-14 13F Peapack Gladstone Financial Corp 385,547 0.75 91 8.33
2025-07-17 13F Camelot Portfolios, LLC 8,054 -9.32 1,909 -3.10
2025-07-21 13F TFG Advisers LLC 5,178 -4.25 1,227 2.34
2025-08-20 13F/A Thompson Davis & Co., Inc. 1,957 0.00 464 6.93
2025-08-06 13F Shade Tree Advisors LLC 1,115 0.00 264 6.88
2025-07-08 13F/A Salem Investment Counselors Inc 74,214 2.80 17,645 10.21
2025-08-04 13F Carret Asset Management, Llc 1,695 0.00 402 6.93
2025-08-14 13F Oxford Financial Group Ltd 9,797 13.75 2,322 21.58
2025-08-11 13F Capital Square, LLC 2,345 -7.86 568 0.71
2025-08-14 13F Citadel Advisors Llc Put 8,600 -40.28 2,038 -36.17
2025-07-25 13F Wells Financial Advisors INC 10,458 -7.78 2,478 -1.43
2025-08-05 13F Tsfg, Llc 776 -24.07 0
2025-08-14 13F Citadel Advisors Llc Call 6,500 -46.28 1,540 -42.60
2025-08-14 13F Citadel Advisors Llc 8,791 -54.82 2,083 -51.72
2025-08-15 13F North Ridge Wealth Advisors, Inc. 915 0.00 217 6.93
2025-04-29 13F Baker Boyer National Bank 0 -100.00 0
2025-07-24 13F Lokken Investment Group LLC 36,501 1.78 8,650 8.78
2025-08-05 13F Strategic Financial Concepts, LLC 5,358 -46.87 1,270 -43.25
2025-08-14 13F Atomi Financial Group, Inc. 137,592 23.86 32,607 32.37
2025-08-08 13F Paragon Capital Management LLC 1,988 0.00 471 7.05
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 2,409 -99.18 534 -99.24
2025-07-09 13F Hiley Hunt Wealth Management 4,747 0.17 1,142 8.35
2025-08-14 13F Mariner, LLC 1,709,529 8.88 405,125 16.36
2025-08-14 13F Capitolis Liquid Global Markets LLC 198,900 87.11 47,135 99.96
2025-04-10 13F Arthur M. Cohen & Associates, Llc 0 -100.00 0
2025-08-13 13F IAG Wealth Partners, LLC 1,612 -2.89 382 3.80
2025-07-22 13F Innovative Wealth Building LLC 3,433 -16.27 813 -10.56
2025-07-09 13F Central Bank & Trust Co 0 -100.00 0
2025-08-08 13F Accredited Investors Inc. 25,456 82.70 6,033 95.27
2025-08-04 13F Roble, Belko & Company, Inc 18,416 -4.62 4 0.00
2025-08-14 13F Integrated Wealth Concepts LLC 102,324 1.77 24,249 8.76
2025-07-08 13F 21 West Wealth Management LLC 6,881 1,631
2025-08-07 13F Flagship Wealth Advisors, Llc 4,762 -6.02 1,128 0.45
2025-08-14 13F Raymond James Financial Inc 2,213,641 2.98 524,589 10.05
2025-07-07 13F Discipline Wealth Solutions, LLC 6,040 69.28 1,431 80.91
2025-07-09 13F Beacon Financial Group 4,766 -8.92 1,129 -2.67
2025-07-10 13F Wedmont Private Capital 56,620 2.70 13,792 21.55
2025-08-19 13F/A Pitcairn Co 1,257 0.00 298 6.83
2025-07-17 13F Alpine Bank Wealth Management 16,036 -22.40 3,800 -17.07
2025-07-22 13F Partners Wealth Management, Llc 1,285 0.00 286 0.35
2025-07-17 13F HB Wealth Management, LLC 74,160 11.46 17,575 19.12
2025-07-10 13F Global Financial Private Client, LLC 1,729 -0.69 410 5.96
2025-07-10 13F Hurlow Wealth Management Group, Inc. 83,713 0.45 19,838 7.35
2025-05-15 13F Family Office Research LLC 0 -100.00 0
2025-08-13 13F 1832 Asset Management L.P. 618,335 -21.79 146,533 -16.41
2025-08-05 13F Mission Wealth Management, Lp 1,081,327 2.35 256,254 9.37
2025-07-18 13F Vigilare Wealth Management 37,437 8,872
2025-04-29 13F Element Wealth, LLC 0 -100.00 0
2025-07-07 13F Horizons Wealth Management 40,053 3.40 9,492 10.50
2025-07-15 13F Kentucky Trust Co 61 0.00 14 7.69
2025-08-13 13F Quantbot Technologies LP 1,064 252
2025-08-12 13F Farmers National Bank 3,107 -0.03 736 6.82
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 8,841 1.13 2,100 8.31
2025-08-08 13F Thoroughbred Financial Services, Llc 17,781 -9.77 4 0.00
2025-07-24 13F PDS Planning, Inc 51,440 12.38 12,190 20.11
2025-07-29 13F Lyell Wealth Management, Lp 2,408 -11.70 571 -5.63
2025-08-14 13F Destination Wealth Management 1,786 1.42 423 8.46
2025-07-21 13F Ameriflex Group, Inc. 1,036 -28.30 245 -23.44
2025-08-11 13F Conquis Financial Llc 446 0.00 106 8.16
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 5,386 28.57 1,277 37.35
2025-07-17 13F David Kennon Inc 48,529 0.01 11,500 6.88
2025-08-20 13F/A Coppell Advisory Solutions LLC 1,978 -1.93 470 7.32
2025-07-10 13F Mogy Joel R Investment Counsel Inc 400 0.00 95 6.82
2025-08-08 13F Hibernia Wealth Partners, LLC 4,015 105.69 951 120.14
2025-07-23 13F Cohen Investment Advisors LLC 4,125 4.88 978 12.04
2025-08-14 13F Van Den Berg Management I, Inc 7 -46.15 2 -50.00
2025-08-13 13F Wealthedge Investment Advisors, Llc 2,253 -36.18 534 -31.71
2025-08-12 13F Winnow Wealth Llc 0 -100.00 0 -100.00
2025-08-08 13F Keyvantage Wealth, Llc 21,473 7.30 5,089 14.67
2025-07-23 13F Ti-trust, Inc 19,675 0.49 4,663 7.39
2025-07-18 13F BSW Wealth Partners 4,597 -16.74 1,089 -11.03
2025-08-07 13F FDx Advisors, Inc. 8,158 1.59 2 0.00
2025-08-12 13F FreeGulliver LLC 3,599 0.03 853 6.90
2025-07-21 13F Curran Financial Partners, LLC 64,182 18.00 15,210 26.11
2025-07-08 13F Nbc Securities, Inc. 6,194 -0.03 1 0.00
2025-08-13 13F Provida Pension Fund Administrator 0 -100.00 0 -100.00
2025-07-14 13F Abound Wealth Management 65,464 14.14 15,515 21.99
2025-08-11 13F VSM Wealth Advisory, LLC 380 -99.29 105 -99.12
2025-07-07 13F Aletheian Wealth Advisors LLC 1,000 0.00 237 6.79
2025-07-30 13F First Interstate Bank 2,641 9.95 626 17.48
2025-08-14 13F Spears Abacus Advisors LLC 2,937 4.52 696 11.72
2025-08-14 13F Essential Planning, LLC. 1,506 0.00 357 6.91
2025-08-07 13F Beese Fulmer Investment Management, Inc. 4,179 55.58 990 66.39
2025-08-14 13F BancorpSouth Bank 79,841 3.86 18,921 10.99
2025-08-01 13F SwitchPoint Financial Planning, LLC 5,006 0.00 1,186 6.85
2025-07-03 13F Collective Family Office Llc 7,405 -1.71 1,755 5.03
2025-08-06 13F Simmons Bank 8,949 -15.54 2,121 -9.75
2025-08-13 13F Wambolt & Associates, LLC 31,551 1.51 7,555 9.24
2025-08-27 13F/A Putney Financial Group LLC 5 0.00 1 0.00
2025-07-10 13F White Wing Wealth Management 53,389 2.54 12,652 17.38
2025-07-25 13F Apollon Wealth Management, LLC 44,668 -31.37 10,585 -26.66
2025-07-15 13F Farrell Financial LLC 24,503 -0.72 5,807 6.08
2025-08-06 13F Legacy Investment Solutions, LLC 42 162.50 10 200.00
2025-08-08 13F Nixon Peabody Trust Co 1,523 14.77 361 22.45
2025-07-23 13F Capital Management Associates, Inc 29,107 -49.29 6,898 -45.81
2025-07-30 13F Greenup Street Wealth Management Llc 10,259 5.58 2,431 12.86
2025-08-01 13F Gwn Securities Inc. 1,958 16.76 467 25.27
2025-08-14 13F Financial Network Wealth Advisors LLC 141 0.00 33 6.45
2025-08-14 13F Vident Advisory, LLC 1,500 -71.20 356 -69.26
2025-07-30 NP ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 4,449 95.13 1,015 87.62
2025-07-07 13F Trust Co 265 0.00 63 6.90
2025-08-13 13F Rinkey Investments 27,344 -16.84 6,480 -11.14
2025-08-12 13F Mcdonald Partners Llc 1,452 344
2025-07-15 13F Well Done, LLC 0 -100.00 0
2025-05-01 13F Grant/GrossMendelsohn, LLC 4,299 11.75 928 0.32
2025-05-15 13F Core Wealth Advisors, Inc. 0 -100.00 0
2025-07-25 13F Midwest Capital Advisors, LLC 489 -69.72 116 -67.88
2025-08-07 13F Sound View Wealth Advisors Group, LLC 1,942 -33.20 460 -28.57
2025-08-15 13F Binnacle Investments Inc 90 13.92 21 23.53
2025-07-15 13F Focused Wealth Management, Inc 49,186 3.14 11,656 10.23
2025-07-16 13F Pacific Sage Partners, LLC 1,629 0.00 386 6.93
2025-07-16 13F Squire Investment Management Company, LLC 10,048 0.00 2,381 6.87
2025-07-22 13F Olistico Wealth, LLC 1,408 0.00 334 6.73
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 20 0.00 5 0.00
2025-07-15 13F Oak Wealth Advisors LLC 5,194 -3.33 1,231 3.27
2025-07-29 13F Oxbow Advisors, LLC 4,606 2.72 1,092 9.76
2025-08-25 NP AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 69,530 147.88 16,477 164.90
2025-08-06 13F Stokes Family Office, LLC 1,057 12.81 250 20.77
2025-08-14 13F Silvercrest Asset Management Group Llc 2,356 0.00 558 6.90
2025-07-11 13F Orrstown Financial Services Inc 12,089 17.47 2,865 25.50
2025-08-25 NP GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 68,745 111.10 16,291 125.61
2025-08-07 13F Grange Capital, LLC 5,951 -56.12 1,410 -53.11
2025-08-11 13F Mosaic Family Wealth Partners, Llc 6,175 25.30 1,463 33.97
2025-07-24 13F Weaver Capital Management LLC 0 -100.00 0
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 1,212 -1.86 296 16.60
2025-07-31 13F Lee Danner & Bass Inc 4,006 -0.62 949 6.27
2025-07-16 13F ORG Wealth Partners, LLC 620 0.00 147 7.30
2025-08-01 13F First Command Advisory Services, Inc. 219,271 3.40 51,962 10.50
2025-08-12 13F Passive Capital Management, LLC. 3,640 0.00 872 7.93
2025-08-25 NP CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I 1,230 291
2025-07-23 13F Values Added Financial LLC 1,441 -29.71 341 -24.89
2025-07-23 13F Wealth Management Nebraska 1,966 4.02 467 11.22
2025-07-22 13F Fortitude Advisory Group L.L.C. 1,228 -9.31 291 5.05
2025-07-31 13F Waldron Private Wealth LLC 17,969 -10.26 4,272 -3.78
2025-07-16 13F Traveka Wealth, LLC 7,014 -27.04 1,662 -22.01
2025-07-15 13F Cordant, Inc. 13,950 21.75 3,306 30.12
2025-07-17 13F Eclectic Associates Inc /adv 8,271 1.71 1,960 8.71
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 952 0.00 226 6.64
2025-07-22 13F Warwick Investment Management, Inc. 30,178 -9.55 7,152 -3.34
2025-08-13 13F Brown Advisory Inc 96,741 -24.04 22,926 -18.82
2025-08-13 13F Mount Yale Investment Advisors, LLC 32 8
2025-07-15 13F Total Wealth Planning, Llc 1,342 0.45 318 7.43
2025-07-16 13F Highline Wealth Partners Llc 6,830 -1.78 1,619 4.93
2025-08-04 13F Rede Wealth, LLC 2,044 -4.58 484 2.11
2025-08-13 13F Virtue Capital Management, LLC 0 -100.00 0
2025-07-28 13F SFG Wealth Management, LLC. 8,948 0.00 2,121 6.85
2025-08-01 13F Red Lighthouse Investment Management, Llc 535 -92.98 127 -92.77
2025-04-15 13F Redhawk Wealth Advisors, Inc. 0 -100.00 0
2025-08-15 13F Stonebridge Capital Advisors LLC 21,165 5.98 5,016 13.26
2025-07-29 13F Commons Capital, Llc 897 -5.38 213 0.95
2025-07-29 13F Private Trust Co Na 4,911 11.84 1,164 19.53
2025-08-08 13F Marble Harbor Investment Counsel, LLC 11,902 0.00 2,820 6.86
2025-08-12 13F BlackRock, Inc. 7,677 8.16 1,819 15.57
2025-08-14 13F BTG Pactual Asset Management US LLC 29,113 -2.07 6,899 4.66
2025-07-15 13F SJS Investment Consulting Inc. 1,164 -16.74 276 -11.29
2025-08-15 13F Blue Edge Capital, LLC 848 201
2025-05-22 13F Mattson Financial Services, LLC 0 -100.00 0
2025-07-17 13F Global Trust Asset Management, LLC 108 44.00 26 56.25
2025-07-23 13F Joel Isaacson & Co., LLC 186,730 -1.70 44,251 5.05
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 16,892 -9.56 4,003 -3.33
2025-08-25 NP BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 27,775 110.82 6,582 125.33
2025-08-13 13F Consultiva Wealth Management, Corp. 4,459 0.00 1,057 6.88
2025-07-22 13F Apexium Financial, Lp 3,340 -1.85 793 5.04
2025-08-12 13F Choate Investment Advisors 4,547 0.00 1,077 6.85
2025-08-14 13F Freedom Financial Partners LLC 5,351 -0.54 1,268 6.29
2025-08-25 NP IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 5,435 149.89 1,288 167.01
2025-08-11 13F Resurgent Financial Advisors LLC 0 -100.00 0
2025-08-14 13F/A Barclays Plc 988 0.00 0
2025-08-06 13F Soltis Investment Advisors LLC 9,286 7.91 2,201 15.30
2025-08-12 13F Boreal Capital Management LLC 250 59
2025-08-14 13F/A Forefront Analytics, LLC 9,503 123.34 2,252 138.81
2025-08-14 13F Seven Mile Advisory 1,768 0.00 419 6.63
2025-08-08 13F Atlantic Trust, LLC 2,356 0.68 558 7.72
2025-07-16 13F Moneywise, Inc. 4,899 -62.50 1,161 -59.94
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 5,769 3.17 1,367 10.24
2025-05-09 13F Wade Financial Advisory, Inc 11,456 -6.44 2,540 -13.66
2025-07-09 13F Westmount Partners, LLC 2,949 1.97 699 8.89
2025-08-05 13F Cassaday & Co Wealth Management LLC 2,171 -20.36 515 -14.90
2025-08-18 13F Wellington Capital Management, Inc. 996 0
2025-08-11 13F Aptus Capital Advisors, LLC 22,289 2.61 5,282 9.66
2025-07-24 13F 3Chopt Investment Partners, LLC 96,690 -0.82 22,990 6.35
2025-08-07 13F Meridian Financial Partners LLC 1,600 -7.25 0
2025-08-08 13F Citizens Financial Group Inc/ri 174,198 -14.51 41,417 -8.33
2025-07-10 13F Oldfather Financial Services, LLC 31,970 -0.60 7,576 6.23
2025-07-29 13F SAM Advisors, LLC 71,186 3.66 16,870 10.78
2025-07-25 13F Courage Miller Partners, LLC 1,412 25.85 335 34.68
2025-08-14 13F Fmr Llc 1,151,953 36.79 272,990 46.18
2025-08-12 13F Vestor Capital, Llc 5,000 496.66 0
2025-08-14 13F MidWestOne Financial Group, Inc. 7,671 -1.12 1,818 5.64
2025-07-29 13F Mb, Levis & Associates, Llc 384 0.00 91 5.88
2025-07-23 13F Gentry Private Wealth, Llc 0 -100.00 0
2025-07-30 13F Gables Capital Management Inc. 424 0.00 100 6.38
2025-08-06 13F Convergence Financial, LLC 1,823 -10.90 432 -4.64
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 1,648 -3.00 391 3.72
2025-07-10 13F Moller Financial Services 135,343 16.73 32,074 24.75
2025-08-26 13F Claris Financial LLC 3,943 -11.89 934 -13.12
2025-07-22 13F/A Elser Financial Planning, Inc 12,198 143.81 2,891 160.60
2025-08-01 13F Transcend Wealth Collective, Llc 12,141 -3.92 2,877 2.68
2025-08-14 13F L2 Asset Management, LLC 2,121 503
2025-08-11 13F Sierra Capital LLC 7,550 0.00 2 0.00
2025-07-17 13F Mokosak Advisory Group, LLC 17,334 0.71 4,109 7.62
2025-07-09 13F Searcy Financial Services Inc /adv 107,189 25,402
2025-07-14 13F Chris Bulman Inc 18,512 9.88 4,387 17.46
2025-08-01 13F Rossby Financial, LCC 280 27.27 66 40.43
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 2,033 -6.83 482 -0.41
2025-08-11 13F NewEdge Wealth, LLC 117,804 -2.10 28,312 6.11
2025-08-12 13F Country Trust Bank 208,064 20.57 49,307 28.85
2025-07-17 13F ERn Financial, LLC 2,057 -0.29 487 6.56
2025-08-15 13F Strategic Investment Advisors / MI 72,464 5.70 17,184 13.04
2025-07-17 13F Greenhouse Wealth Management, LLC 26,069 9.63 6,178 17.16
2025-07-09 13F Defined Wealth Management, Llc 5,454 1.04 1,292 7.94
2025-08-05 13F Plante Moran Financial Advisors, LLC 4,678 51.98 1,109 62.46
2025-08-13 13F RW Investment Management LLC 34,618 -0.54 8,204 6.30
2025-08-06 13F Maltin Wealth Management, Inc. 0 -100.00 0
2025-08-14 13F Bakala Capital Management LLC 1,803 0.00 427 7.02
2025-08-08 13F Investment Partners, Ltd. 6,656 -0.52 1,577 6.34
2025-07-11 13F SILVER OAK SECURITIES, Inc 11,042 -3.50 2,617 3.20
2025-07-28 13F Delap Wealth Advisory, Llc 1,342 -28.99 318 -24.34
2025-07-29 13F Carmel Capital Partners, LLC 1,089 258
2025-07-24 13F Robertson Stephens Wealth Management, LLC 34,690 -4.33 8,248 2.59
2025-08-14 13F Vivaldi Capital Management, LLC 9,974 3.83 2,364 10.94
2025-08-14 13F Bank of Marin 4,300 1,019
2025-08-06 13F Cloud Capital Management, LLC 1,260 0.08 0
2025-07-31 13F Gill Capital Partners, Llc 27,388 2.48 6,490 9.52
2025-08-12 13F Insigneo Advisory Services, Llc 1,466 11.31 347 18.84
2025-07-10 13F NorthCrest Asset Manangement, LLC 5,508 0.00 1,340 9.66
2025-08-14 13F Matrix Private Capital Group Llc 3,273 0.93 778 8.21
2025-08-07 13F Fonville Wealth Management LLC 42,428 -0.79 10,067 7.21
2025-07-10 13F Pachira Investments Inc. 2,648 -7.02 628 -0.63
2025-08-07 13F Topel & Distasi Wealth Management, LLC 10,666 -41.94 2,528 -37.96
2025-07-22 13F 4Thought Financial Group Inc. 1,770 1,652.48 419 1,804.55
2025-07-11 13F BTC Capital Management, Inc. 10,526 0.00 2,494 6.86
2025-08-01 13F Vision Financial Markets Llc 2 100.00 0
2025-04-25 13F Smallwood Wealth Investment Management, LLC 431 96
2025-07-22 13F Fishman Jay A Ltd/mi 25,609 -4.81 6,069 1.73
2025-08-14 13F Janus Henderson Group Plc 332,896 78,890
2025-08-11 13F Regal Investment Advisors LLC 13,615 1.02 3,227 7.97
2025-08-18 13F Geneos Wealth Management Inc. 12,750 -7.99 3,021 -1.66
2025-08-06 13F Aspect Partners, LLC 1,592 29.85 377 39.11
2025-07-07 13F Nova Wealth Management, Inc. 11 -50.00 3 -50.00
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,859 -6.59 2,336 -0.13
2025-07-29 13F Creekside Partners 28,190 4.16 6,680 11.31
2025-08-12 13F Tocqueville Asset Management L.p. 1,618 0.00 383 6.98
2025-08-14 13F Harmony Asset Management Llc 2,618 8.54 620 16.10
2025-07-23 13F Intergy Private Wealth, LLC 1,644 -17.59 390 -11.99
2025-08-11 13F Principal Securities, Inc. 34,695 -27.14 8,222 -28.14
2025-08-14 13F First Manhattan Co 77,997 14.35 18,545 22.61
2025-07-15 13F RVW Wealth, LLC 1,075 -21.30 255 -15.89
2025-07-24 13F Jfs Wealth Advisors, Llc 10,336 2.02 2,449 9.04
2025-08-11 13F Mosaic Advisors LLC 7,382 -32.74 1,749 -28.11
2025-08-05 13F Mountain Hill Investment Partners Corp. 8,507 11.14 2,016 18.74
2025-08-29 13F Centaurus Financial, Inc. 2,569 2.64 1
2025-08-01 13F Cedar Point Capital Partners, LLC 1,602 -0.74 380 6.16
2025-08-13 13F Gibson Wealth Advisors LLC 12,088 -1.10 2,865 5.68
2025-08-11 13F Rockbridge Investment Management, LCC 7,592 21.34 1,799 29.70
2025-07-25 13F Northwest Capital Management Inc 891 -20.80 211 -15.26
2025-08-08 13F Chandler Asset Management, Inc. 268,285 -6.72 63,578 -0.31
2025-08-14 13F Glenmede Investment Management, LP 858,315 203,403
2025-07-15 13F Mather Group, Llc. 17,820 1.76 4,223 8.73
2025-08-07 13F Cahill Financial Advisors Inc 7,955 -2.95 1,885 3.74
2025-07-14 13F Toth Financial Advisory Corp 180 0.00 43 7.69
2025-07-24 13F M1 Capital Management LLC 945 0.00 224 6.70
2025-07-23 13F ETF Portfolio Partners, Inc. 55,109 7.98 13,060 15.39
2025-07-23 13F 1 North Wealth Services Llc 660 -3.37 156 3.31
2025-07-31 13F Wealthfront Advisers Llc 1,467,855 0.89 347,852 7.82
2025-07-17 13F Flywheel Private Wealth LLC 2,644 -15.36 626 -9.54
2025-04-28 13F Sterling Group Wealth Management, LLC 0 -100.00 0
2025-07-30 13F Fairway Wealth LLC 7,931 45.28 1,880 55.29
2025-08-04 13F Beirne Wealth Consulting Services, LLC 40,285 24.34 9,579 33.31
2025-07-24 13F Folger Nolan Fleming Douglas Capital Management, Inc 25,670 -1.41 6,083 5.37
2025-07-18 13F Martel Wealth Advisors Inc 19,802 0.86 4,693 7.79
2025-08-05 13F Carson Advisory Inc. 926 219
2025-07-09 13F Dynamic Advisor Solutions LLC 35,796 -10.27 8,483 -4.11
2025-07-24 13F Agate Pass Investment Management, LLC 42,427 -4.94 10,054 1.59
2025-08-11 13F Pineridge Advisors LLC 66 -18.52 16 -16.67
2025-04-22 13F Synergy Financial Management, LLC 0 -100.00 0
2025-08-13 13F Shepherd Financial Partners LLC 1,548 -18.65 367 -13.06
2025-08-01 13F Schmidt P J Investment Management Inc 1,624 -14.71 385 -9.00
2025-07-29 13F First Bancorp, Inc /ME/ 24,472 24.17 5,799 32.70
2025-07-31 13F Resonant Capital Advisors, LLC 1,302 0.00 310 7.29
2025-08-07 13F King Luther Capital Management Corp 475 4.63
2025-05-22 13F Wbi Investments, Inc. 0 -100.00 0
2025-07-24 13F Financial Connections Group, Inc. 258 -64.27 0
2025-08-05 13F Dynasty Wealth Management, Llc 33,691 -3.37 7,984 3.27
2025-08-07 13F Traynor Capital Management, Inc. 7,686 103.49 1,840 119.83
2025-08-13 13F Nicolet Advisory Services, Llc 44,044 3.78 10,464 21.45
2025-08-14 13F Mairs & Power Inc 1,568 24.44 372 32.97
2025-04-29 13F Hm Payson & Co 1,781 4.34 395 -3.90
2025-07-14 13F Southland Equity Partners LLC 3,637 0.92 862 7.76
2025-08-29 NP Clayton Street Trust - Protective Life Dynamic Allocation Series - Growth Portfolio 23,998 20.68 5,687 19.02
2025-08-07 13F Evoke Wealth, Llc 6,725 26.13 1,599 35.19
2025-05-13 13F Montag & Caldwell, Llc 0 -100.00 0
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 341,352 -6.50 80,894 -0.08
2025-08-29 NP Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio 294,728 33.99 69,845 32.15
2025-07-09 13F Massmutual Trust Co Fsb/adv 9,410 -0.79 2,230 5.99
2025-08-11 13F Westover Capital Advisors, LLC 6,054 -0.36 1,435 6.46
2025-08-14 13F Boston Private Wealth Llc 12,509 2,964
2025-07-18 13F TruNorth Capital Management, LLC 1,569 -53.14 372 -50.00
2025-08-11 13F Root Financial Partners, LLC 9,013 17.31 2,136 25.37
2025-08-13 13F Lido Advisors, LLC 99,688 55.30 23,702 66.51
2025-07-17 13F Smith, Salley & Associates 913 216
2025-08-12 13F Putnam Fl Investment Management Co 6,514 -52.26 1,544 -49.01
2025-08-04 13F Human Investing LLC 2,840 52.36 673 62.95
2025-07-22 13F Capital Advisors Inc/ok 17,814 383.16 4,222 416.65
2025-08-12 13F Pettyjohn, Wood & White, Inc 2,945 -2.00 698 4.65
2025-08-12 13F Shakespeare Wealth Management, Inc. 1,187 0.00 281 6.84
2025-07-23 13F Cannon Wealth Management Services, LLC 3,687 1.18 874 8.99
2025-07-30 13F Granite Harbor Advisors, Inc. 2,010 -0.59 476 6.25
2025-07-08 13F Arlington Trust Co LLC 90 0.00 21 10.53
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 2,928 -97.31 694 -97.13
2025-08-14 13F Hilltop Holdings Inc. 5,524 16.03 1,309 24.08
2025-05-14 13F Hobbs Group Advisors, LLC 0 -100.00 0
2025-07-24 13F Game Plan Financial Advisors, LLC 24 0.00 6 0.00
2025-08-06 13F Savant Capital, LLC 95,629 2.98 22,662 10.06
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 101,556 26.47 23,971 34.96
2025-07-14 13F Pacifica Partners Inc. 0 -100.00 0
2025-07-09 13F Aaron Wealth Advisors LLC 6,698 1.58 1,587 8.55
2025-07-25 13F Advocate Group Llc 5,309 4.26 1,258 11.43
2025-07-17 13F Mustard Seed Financial, LLC 4,789 10.98 1,135 18.62
2025-07-29 13F Koshinski Asset Management, Inc. 78,906 3.86 18,699 10.99
2025-08-11 13F Mill Creek Capital Advisors, LLC 22,954 0.00 5,440 6.88
2025-07-14 13F Painted Porch Advisors LLC 32 8
2025-08-13 13F Great Diamond Partners, LLC 1,467 348
2025-07-23 13F Waycross Investment Management Co 0 -100.00 0
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 2,294 -7.24 549 0.18
2025-07-15 13F Signet Financial Management, Llc 1,333 0.00 316 6.78
2025-07-15 13F Financial Management Professionals, Inc. 709 556.48 169 630.43
2025-04-28 13F Great Point Wealth Advisors, LLC 14,231 0.00 3,156 -7.72
2025-07-11 13F Coastwise Capital Group, LLC 1,602 0.00 380 6.76
2025-05-19 13F Smith Asset Management Co., LLC 2,001 -1.86 444 -9.41
2025-08-06 13F Modera Wealth Management, LLC 111,320 4.69 26,381 11.88
2025-04-28 13F TKG Advisors, LLC 0 -100.00 0
2025-07-15 13F Revisor Wealth Management LLC 6,781 6.52 1,660 17.65
2025-08-07 13F Mayport, Llc 16,318 -3.28 3,867 3.37
2025-07-24 13F Etesian Wealth Advisors, Inc. 2,290 -4.30 543 2.26
2025-08-15 13F Captrust Financial Advisors 2,388,456 5.73 566,017 12.99
2025-08-01 13F Envestnet Asset Management Inc 5,176,056 4.34 1,226,580 11.50
2025-07-17 13F Melfa Wealth Management, Llc 850 201
2025-07-24 13F MA Private Wealth 5,135 -37.85 1,217 -33.62
2025-07-25 13F Total Clarity Wealth Management, Inc. 1,810 0.17 429 -1.15
2025-08-07 13F Accent Capital Management, LLC 600 0.00 143 6.77
2025-05-01 13F Quest 10 Wealth Builders, Inc. 2,351 -15.25 521 -21.77
2025-07-23 13F Absher Wealth Management, Llc 8 0.00 2 0.00
2025-08-13 13F Pinkerton Retirement Specialists, LLC 0 -100.00 0
2025-05-05 13F Financial Harvest, LLC 0 -100.00 0
2025-08-12 13F Lodestone Wealth Management LLC 1,940 0.00 460 6.74
2025-07-15 13F Bay Capital Advisors, LLC 849 201
2025-08-14 13F Marquette Associates, Inc. 22 0.00 5 25.00
2025-08-06 13F Commonwealth Equity Services, Llc 1,099,191 -2.47 260 4.42
2025-08-26 13F Zeit Capital LLC 31 0.00 7 16.67
2025-07-14 13F Ridgewood Investments LLC 10,794 12.91 2,558 20.67
2025-07-17 13F Covenant Asset Management, LLC 1,644 1.48 390 8.36
2025-07-18 13F Consolidated Portfolio Review Corp 19,791 -0.58 4,690 6.25
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class 292,062 4.06 69,213 11.21
2025-07-21 13F Investment Planning Advisors, Inc. 1,250 3.99 296 11.28
2025-07-23 13F Axos Invest Inc. 1,116 -5.34 264 1.15
2025-07-09 13F Sapient Capital Llc 12,897 239.84 3,066 264.57
2025-07-21 13F Warner Financial, Inc 16,808 1.47 4 0.00
2025-08-01 13F Biltmore Family Office, LLC 4,226 0.00 1,005 7.15
2025-07-17 13F LifeGuide Financial Advisors, LLC 1,739 -3.76 412 3.00
2025-07-25 13F SPC Financial, Inc. 2,754 -96.05 653 -95.78
2025-08-07 13F Brio Consultants, LLC 5,503 -53.07 1,304 -49.85
2025-08-14 13F First Financial Bankshares Inc 1,588 -9.10 376 -2.84
2025-08-14 13F CIBC World Markets Inc. 7,440 2.73 1,763 9.84
2025-08-08 13F Empower Advisory Group, LLC 38,605 3.17 9,149 10.26
2025-08-08 13F Truepoint, Inc. 2,577 -16.06 611 -10.29
2025-07-24 13F Invictus Private Wealth, Llc 348,766 5.51 82,651 12.76
2025-08-14 13F Kitching Partners, Llc 1,635 0.00 387 6.91
2025-08-13 13F Mackenzie Financial Corp 23,812 14.38 5,643 22.23
2025-07-31 13F Jackson Hole Capital Partners, LLC 39 0.00 9 12.50
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 119 -26.54 28 -20.00
2025-07-23 13F Optas, LLC 16,809 -51.97 3,984 -48.68
2025-07-30 13F Berkeley Capital Partners, LLC 5,990 -0.56 1,419 6.29
2025-08-05 13F Northcape Wealth Management, Llc 1,110 2.40 263 9.58
2025-08-07 13F Alpha Financial Advisors, LLC 1,166 276
2025-07-09 13F Post Resch Tallon Group Inc. 3,660 4.96 867 12.74
2025-07-10 13F Anderson Hoagland & Co 10,514 -0.04 2,492 22.29
2025-08-11 13F PAX Financial Group, LLC 14,764 -2.05 3,499 4.67
2025-08-25 13F Silverlake Wealth Management Llc 5,294 1.44 1,254 8.38
2025-07-17 13F LexAurum Advisors, LLC 4,314 -13.09 1,022 -7.09
2025-07-25 13F Hazlett, Burt & Watson, Inc. 968 7.08 0
2025-07-25 13F Atria Wealth Solutions, Inc. 62,308 -46.89 14,897 -42.74
2025-08-12 13F GDS Wealth Management 1,320 -26.99 313 -22.00
2025-08-04 13F Atria Investments Llc 69,122 16.94 16,381 24.98
2025-07-21 13F Sterling Investment Counsel, LLC 0 -100.00 0
2025-07-24 13F Galvin, Gaustad & Stein, LLC 22,654 1.74 5,368 8.73
2025-08-14 13F Staley Capital Advisers Inc 51,435 -4.58 12,189 1.97
2025-07-22 13F Global Strategic Investment Solutions, LLC 5,368 -1.36 1,272 5.47
2025-08-08 13F TD Capital Management LLC 41,141 -0.28 9,750 6.57
2025-07-29 13F BKM Wealth Management, LLC 1,063 0.00 252 6.81
2025-07-21 13F Whelan Financial 131,074 0.23 31,062 7.12
2025-07-29 13F Liberty Square Wealth Partners Llc 25,165 -4.11 5,964 2.47
2025-08-13 13F Financial Freedom, LLC 16,587 -1.21 3,931 5.59
2025-08-28 NP RSEE - Rareview Systematic Equity ETF 30,233 -13.29 7,165 -7.33
2025-05-12 13F Sandy Spring Bank 22,316 5.67 4,949 -2.48
2025-07-17 13F LifeGoal Wealth Advisors 893 -57.19 212 -54.33
2025-08-01 13F Centerpoint Advisors, LLC 0 -100.00 0
2025-08-14 13F RMB Capital Management, LLC 2,020 480
2025-07-24 13F Stonebridge Financial Group, LLC 1,400 0.00 332 6.77
2025-07-16 13F Essex Financial Services, Inc. 22,472 -6.43 5,326 0.00
2025-08-04 13F Keybank National Association/oh 16,903 3.88 4,006 11.00
2025-07-15 13F Traction Financial Partners, LLC 1,276 -1.01 302 5.96
2025-08-08 13F Sittner & Nelson, Llc 107 0.00 25 8.70
2025-07-17 13F New Covenant Trust Company, N.A. 6,074 -5.73 1,442 0.98
2025-08-08 13F SBI Securities Co., Ltd. 16,404 0.21 3,887 7.11
2025-05-15 13F Punch & Associates Investment Management, Inc. 0 -100.00 0
2025-07-21 13F Yeomans Consulting Group, Inc. 0 -100.00 0
2025-08-29 NP N/A - Protective Life Dynamic Allocation Series - Conservative Portfolio 13,103 33.77 3,105 31.96
2025-07-28 13F Fairman Group, LLC 34 0.00 8 -12.50
2025-07-11 13F Caldwell Securities, Inc 924 0.87 219 7.88
2025-07-10 13F Fulton Bank, N.a. 8,365 2.15 1,982 9.20
2025-04-28 13F Pinnacle Financial Partners Inc 15,672 1.72 3,550 -3.80
2025-08-08 13F/A Sterling Capital Management LLC 2,860 678
2025-08-14 13F Main Street Financial Solutions, LLC 10,010 -8.52 2,372 -2.23
2025-08-08 13F D'Orazio & Associates, Inc. 5,371 -50.24 1,273 -46.84
2025-07-24 13F West Bancorporation Inc 23,198 -3.63 5,497 2.98
2025-07-17 13F Refined Wealth Management 14,081 2.65 3,337 9.70
2025-08-08 13F Security Financial Services, INC. 10,677 0.64 2,530 7.57
2025-05-15 13F Glenmede Trust Co Na 858,061 -0.92 190,275 -8.56
2025-08-14 13F Gotham Asset Management, LLC 19,720 87.68 4,673 100.64
2025-07-01 13F Private Client Services, Llc 12,292 32.94 2,913 42.10
2025-08-05 13F Bank of New York Mellon Corp 1,820,516 -0.68 431,426 6.14
2025-08-11 13F Platform Technology Partners 1,753 3.24 415 10.37
2025-07-23 13F TPG Financial Advisors, LLC 7,948 -0.46 1,884 6.38
2025-07-29 13F International Assets Investment Management, Llc 1,751 3.73 415 10.70
2025-07-25 13F Concurrent Investment Advisors, LLC 44,605 26.95 10,570 35.67
2025-08-12 13F Blueprint Financial Advisors LLC 13,687 3,244
2025-08-08 13F Avalon Trust Co 1,790 -27.15 424 -22.06
2025-07-21 13F DMKC Advisory Services, LLC 4,630 22.29 1,128 34.45
2025-08-06 13F Wedbush Securities Inc 7,914 -12.97 2 -50.00
2025-08-19 13F Advisory Services Network, LLC 18,848 -3.42 4,553 5.20
2025-08-14 13F FC Advisory LLC 3,740 -0.90 886 5.98
2025-08-11 13F MainStreet Investment Advisors LLC 1,195 -5.91 283 0.71
2025-07-15 13F Signal Tree Financial Partners Llc 2,375 563
2025-07-23 13F West Paces Advisors Inc. 72 0.00 17 13.33
2025-08-14 13F Talon Private Wealth, LLC 0 -100.00 0
2025-08-14 13F AllSquare Wealth Management LLC 2,678 0.00 635 6.91
2025-08-11 13F WPG Advisers, LLC 9,079 3.35 2,152 10.42
2025-09-03 13F American Trust 190,635 51.85 45,177 62.28
2025-05-14 13F Heritage Wealth Partners, LLC 0 -100.00 0
2025-07-25 13F Meritage Portfolio Management 3,741 4.24 887 11.45
2025-07-31 13F CNB Bank 22 5
2025-08-01 13F Solstein Capital, LLC 57 14
2025-07-14 13F Signature Securities Group Corporation 11,825 -7.66 2,812 -0.99
2025-04-30 13F Sigma Investment Counselors Inc 0 -100.00 0
2025-07-18 13F Childress Capital Advisors, Llc 0 -100.00 0
2025-08-13 13F Safe Harbor Fiduciary, LLC 1 0.00 0
2025-07-31 13F Washington Trust Advisors, Inc. 10,489 -1.10 2,486 5.70
2025-08-12 13F Founders Financial Alliance, LLC 5,692 -2.90 1,349 3.77
2025-08-12 13F NWF Advisory Services Inc. 2,309 -0.56 512 -8.08
2025-07-31 13F Hoge Financial Services, Llc 39,296 6.67 9,330 14.21
2025-08-12 13F Tumwater Wealth Management, LLC 2,677 2.14 634 9.12
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 122 29
2025-07-24 13F Von Berge Wealth Management Group, LLC 48,351 2.43 11,837 16.47
2025-08-04 13F Spire Wealth Management 5,559 -49.14 1,317 -45.65
2025-08-08 13F Condor Capital Management 21,446 1.15 5,082 8.10
2025-08-13 13F Victory Financial Group, Llc 1,474 -13.75 349 -7.92
2025-08-13 13F Investment Counsel Co Of Nevada 3,948 0.00 936 6.86
2025-07-31 13F CVA Family Office, LLC 634 0.00 150 7.14
2025-07-11 13F Busey Wealth Management 1,615 49.95 383 60.50
2025-07-09 13F Fiduciary Alliance LLC 3,694 -5.18 875 1.27
2025-07-22 13F Rocky Mountain Advisers, Llc 240 0.00 57 5.66
2025-08-07 13F Authentikos Wealth Advisory, LLC 1,546 3.62 367 10.91
2025-08-11 13F Sofi Wealth, Llc 32 -57.89 8 -56.25
2025-07-09 13F Intelligence Driven Advisers, LLC 1,031 7.40 244 15.09
2025-08-15 13F Earnest Partners Llc 0 -100.00 0
2025-07-15 13F RTD Financial Advisors, Inc. 23,923 36.78 5,669 46.18
2025-07-24 13F NavPoint Financial, Inc. 29,445 3.52 6,978 10.62
2025-08-11 13F Wescott Financial Advisory Group, LLC 2,767 -1.00 656 5.82
2025-08-14 13F Operose Advisors LLC 3,967 -25.97 940 -20.88
2025-04-11 13F Davis Capital Management 53 32.50 12 22.22
2025-08-01 13F Koss-Olinger Consulting, LLC 1,365 20.69 324 28.69
2025-08-04 13F AlphaStar Capital Management, LLC 7,942 1,882
2025-08-05 13F Optivise Advisory Services LLC 999 0.00 237 6.79
2025-08-12 13F Waterloo Capital, L.P. 3,262 0.00 773 6.92
2025-08-11 13F Retirement Capital Strategies 907 0.00 215 6.47
2025-08-14 13F Manufacturers Life Insurance Company, The 118,874 2.96 28,169 10.04
2025-07-22 13F Brown Miller Wealth Management, LLC 1,659 -3.49 393 3.15
2025-08-08 13F Wall Street Access Asset Management, LLC 11,891 0.52 2,818 7.40
2025-07-09 13F Inspirion Wealth Advisors, Llc 4,664 113.65 1,105 128.31
2025-07-17 13F SC&H Financial Advisors, Inc. 5,383 0.00 1,276 6.87
2025-08-07 13F Bearing Point Capital, Llc 5,414 63.52 1,283 74.80
2025-07-21 13F Family CFO Inc 3,094 4.03 733 11.23
2025-07-17 13F Peoples Financial Services Corp. 7,852 -24.81 1,861 -19.65
2025-07-29 13F BXM Wealth LLC 3,173 -56.01 770 -51.85
2025-07-30 13F Brookstone Capital Management 97,908 6.82 23,202 14.15
2025-07-21 13F Ntv Asset Management Llc 2,104 1.15 499 8.03
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 1,453 -0.48 344 6.50
2025-07-15 13F James J. Burns & Company, LLC 40,992 7.50 9,714 14.89
2025-07-24 13F Leo Wealth, LLC 2,013 477
2025-08-04 13F Daymark Wealth Partners, Llc 77,285 2.49 18,315 9.52
2025-05-13 13F CacheTech Inc. 5,170 -31.67 1,146 -36.93
2025-08-04 13F Pinnacle Associates Ltd 441,387 -1.60 104,600 5.16
2025-07-31 13F Orion Capital Management LLC 158 0.00 37 5.71
2025-07-29 13F SilverOak Wealth Management LLC 1,323 0.00 314 6.83
2025-07-18 13F Precision Wealth Strategies, LLC 9,302 -14.82 2,204 -8.96
2025-08-14 13F Headinvest, Llc 22,358 -12.88 5,298 -6.89
2025-08-14 13F Redwood Financial Network Corp 1,213 -2.65 287 3.99
2025-08-07 13F Alpha Cubed Investments, LLC 15,260 -86.32 3,616 -85.38
2025-07-25 13F Franklin, Parlapiano, Turner & Welch, LLC 3,345 0.00 793 6.88
2025-07-24 13F Shayne & Co., Llc 3,340 0.60 792 7.47
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 2,456 19.69 582 28.19
2025-08-07 13F Fountainhead AM, LLC 21,748 1,042.83 5,154 1,123.99
2025-07-28 13F Mutual Advisors, LLC 34,151 22.29 8,425 40.46
2025-07-29 13F Mountain Capital Investment Advisors, Inc 140,462 -16.59 33,632 -7.24
2025-07-16 13F St Germain D J Co Inc 120,733 56.74 28,611 67.51
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 6,416 2.67 1,521 9.75
2025-08-07 13F Delta Financial Advisors Llc 4,829 -0.82 1,144 6.02
2025-07-23 13F Dohj, Llc 8,820 598.34 1,856 562.50
2025-08-28 NP ELM - Elm Market Navigator ETF 6,695 -78.99 1,587 -77.55
2025-08-04 13F WNY Asset Management, LLC 1,169 -1.18 277 5.73
2025-08-14 13F Royal Bank Of Canada 2,310,478 -53.54 547,538 -50.34
2025-07-18 13F O'ROURKE & COMPANY, Inc 5,269 -2.64 1,249 4.00
2025-08-04 13F B&l Asset Management Llc 4,158 102.34 985 116.48
2025-07-17 13F Youngs Advisory Group, Inc. 867 206
2025-07-21 13F Tower View Investment Management & Research LLC 155 -20.51 37 -16.28
2025-08-12 13F Boston Research & Management Inc 9,993 -1.94 2 0.00
2025-07-23 13F Columbus Macro, LLC 10,471 -6.63 2,481 -0.20
2025-07-24 13F Blair William & Co/il 58,809 -1.02 13,937 5.78
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 218 15.34 0
2025-07-15 13F West Oak Capital, LLC 418 0.00 1
2025-08-11 13F Kirtland Hills Capital Management, Llc 7,641 -30.83 1,811 -20.82
2025-07-17 13F Tritonpoint Wealth, Llc 11,072 7.96 2,633 15.74
2025-08-07 13F Commerce Bank 22,338 1.33 5,294 8.29
2025-07-17 13F Astoria Strategic Wealth, Inc. 13,219 93.63 3,133 107.01
2025-07-22 13F Financial Insights, Inc. 22,218 7.41 5,265 14.81
2025-08-14 13F UBS Group AG 4,098,496 0.87 971,262 7.80
2025-07-22 13F Merit Financial Group, LLC 213,314 19.92 50,551 28.15
2025-07-30 13F Cambridge Capital Management, Llc 21,788 3.19 5,163 10.27
2025-08-11 13F Pinnacle Financial Group, LLC / IL 21,341 2.51 5,058 9.58
2025-07-21 13F Atwater Malick LLC 2,775 0.00 658 6.83
2025-08-19 13F Cape Investment Advisory, Inc. 2,080 7.88 493 15.46
2025-06-30 NP SMILX - SMI 50/40/10 Fund 490 106
2025-05-13 13F Watts Gwilliam & Co., LLC 13,019 0.46 2,887 -7.88
2025-08-14 13F Circle Wealth Management, LLC 38,886 -3.07 9,215 3.60
2025-08-15 13F Nikulski Financial, Inc. 2,264 -2.16 537 4.48
2025-08-27 13F Tribridge Partners Financial LLC 44,528 11
2025-08-14 13F Greenline Partners, LLC 0 -100.00 0
2025-07-25 13F Evolution Advisers, Inc. 28,936 -3.82 7 0.00
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 169,746 2.47 40,229 9.51
2025-07-09 13F Hummer Financial Advisory Services Inc 11,737 4.45 2,791 12.00
2025-07-11 13F Elk River Wealth Management, LLC 2,295 -0.22 546 6.86
2025-07-31 13F Northstar Asset Management Llc 41,724 0.47 9,888 7.36
2025-07-30 13F Red Crane Wealth Management, Llc 9,823 33.48 2,328 42.67
2025-08-14 13F Ausdal Financial Partners, Inc. 19,948 -3.93 4,727 2.67
2025-07-30 13F Journey Advisory Group, LLC 2,110 -1.17 500 5.50
2025-08-08 13F Horizon Family Wealth, Inc. 20,207 -0.03 4,789 6.83
2025-07-22 13F My Personal CFO, LLC 2,897 -1.29 687 5.54
2025-08-14 13F Williams Jones Wealth Management, LLC. 6,621 -2.16 1,569 4.60
2025-07-22 13F Hill Island Financial Llc 3,365 -8.49 797 -2.21
2025-08-12 13F Global Retirement Partners, LLC 34,003 2.97 8,058 1.56
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