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

Vanguard Index Funds - Vanguard Small-Cap Growth ETF
US ˙ ARCA ˙ US9229085959

Mga Batayang Estadistika
Pemilik Institusional 1120 total, 1117 long only, 0 short only, 3 long/short - change of 1.36% MRQ
Alokasi Portofolio Rata-rata 0.3856 % - change of -8.09% MRQ
Saham Institusional (Jangka Panjang) 41,475,387 (ex 13D/G) - change of 0.65MM shares 1.59% MRQ
Nilai Institusional (Jangka Panjang) $ 11,140,780 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) memiliki 1120 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 41,475,387 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, CI Private Wealth, LLC, Morgan Stanley, Assetmark, Inc, Sei Investments Co, LPL Financial LLC, Wells Fargo & Company/mn, UBS Group AG, Jones Financial Companies Lllp, and Pnc Financial Services Group, Inc. .

Struktur kepemilikan institusional Vanguard Index Funds - Vanguard Small-Cap Growth ETF (ARCA:VBK) 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 297.17 / share. Previously, on September 9, 2024, the share price was 249.52 / share. This represents an increase of 19.10% over that period.

VBK / Vanguard Index Funds - Vanguard Small-Cap Growth 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.

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

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

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-07-23 13F Kingswood Wealth Advisors, Llc 6,120 16.68 1,695 28.33
2025-07-30 13F Whittier Trust Co Of Nevada Inc 232 0.00 64 10.34
2025-08-12 13F JMG Financial Group, Ltd. 958 0.00 265 9.96
2025-07-03 13F Garde Capital, Inc. 41,074 -0.39 11,375 9.58
2025-07-24 13F Trust Co Of Toledo Na /oh/ 400 111
2025-07-16 13F Brown, Lisle/cummings, Inc. 26 0.00 7 16.67
2025-08-08 13F Wealth Alliance 6,062 14.01 1,679 25.41
2025-05-15 13F Human Investing LLC 0 -100.00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 680,936 -2.53 188,578 7.21
2025-03-11 13F Anchor Pointe Wealth Management, LLC 3,094 868
2025-07-23 13F Indiana Trust & Investment Management CO 48 0.00 13 8.33
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 352 -73.47 97 -70.96
2025-07-10 13F Piscataqua Savings Bank 400 0.00 111 10.00
2025-07-15 13F Five Pine Wealth Management 742 205
2025-08-11 13F Brown Brothers Harriman & Co 1,147 0.00 318 10.07
2025-07-22 13F DAVENPORT & Co LLC 4,272 -0.47 1,183 9.44
2025-08-07 13F Zions Bancorporation, National Association /ut/ 1,285 -2.21 356 7.58
2025-08-07 13F Davis R M Inc 2,903 -5.10 804 4.29
2025-07-31 13F Richards, Merrill & Peterson, Inc. 371 0.00 103 9.68
2025-08-04 13F Simon Quick Advisors, Llc 5,813 -3.42 1,610 6.20
2025-07-28 13F Hamilton Point Investment Advisors, LLC 77 0.00 21 10.53
2025-08-01 13F Logan Capital Management Inc 276 -33.81 76 -26.92
2025-07-15 13F Fifth Third Bancorp 69,882 -2.21 19,353 7.56
2025-07-09 13F Bowman & Co S.C. 1,443 -4.12 400 5.28
2025-07-17 13F Western Financial Corp/CA 0 -100.00 0
2025-07-17 13F Archford Capital Strategies, LLC 21,618 -0.19 5,987 9.79
2025-08-04 13F Arkadios Wealth Advisors 880 244
2025-07-31 13F Washington Trust Advisors, Inc. 3,766 -0.50 1,043 9.45
2025-08-13 13F Legacy Capital Wealth Partners, LLC 1,844 1.71 511 11.84
2025-08-13 13F Congress Wealth Management LLC / DE / 27,932 -26.98 7,736 -19.87
2025-07-25 13F Presilium Private Wealth, Llc 51,192 4.18 14,177 14.60
2025-08-06 13F Blue Investment Partners LLC 11,781 -48.82 3,263 -43.71
2025-07-11 13F Shelton Wealth Management, Llc 9,294 0.63 2,574 10.67
2025-08-04 13F Linscomb & Williams, Inc. 829 0.00 230 10.10
2025-08-14 13F Keystone Financial Services, LLC 2,545 1.48 705 11.57
2025-08-06 13F Texas Yale Capital Corp. 22,424 14.30 6,210 25.73
2025-07-28 13F Sagace Wealth Management LLC 5,937 30.68 1,644 43.83
2025-07-25 13F NorthRock Partners, LLC 1,280 -1.16 355 8.90
2025-08-01 13F Clark Asset Management, LLC 729 202
2025-07-31 13F Mycio Wealth Partners, Llc 1,095 0.00 303 10.18
2025-07-29 13F Orin Green Financial, LLC 2,224 0.00 616 20.12
2025-07-30 13F Klingman & Associates, LLC 1,061 6.85 294 17.20
2025-08-04 13F Center for Financial Planning, Inc. 11,735 -9.17 3,250 -0.09
2025-08-08 13F Larson Financial Group LLC 51,460 -28.59 14,251 -21.45
2025-07-21 13F DHJJ Financial Advisors, Ltd. 45 0.00 12 9.09
2025-07-28 13F Harbour Investments, Inc. 19,940 -2.35 5,522 7.43
2025-07-23 13F Proffitt & Goodson Inc 609 0.00 169 9.80
2025-07-29 13F Hartline Investment Corp/ 4,306 0.00 1,193 9.96
2025-08-15 13F/A Florida Financial Advisors, Llc 1,569 19.86 435 31.91
2025-07-31 13F Curio Wealth, Llc 62 6,100.00 17 0.00
2025-08-05 13F Burney Co/ 800 -23.81 221 -16.29
2025-07-24 13F JNBA Financial Advisors 375 21.75 104 33.77
2025-08-14 13F Ieq Capital, Llc 5,735 0.92 1,588 11.05
2025-08-11 13F Performa Ltd (US), LLC 27,962 0.16 7,744 10.17
2025-08-14 13F Clarity Capital Advisors, LLC 2,031 563
2025-07-25 13F Fifth Third Wealth Advisors LLC 1,152 319
2025-08-14 13F Evergreen Capital Management Llc 2,426 2.54 673 12.94
2025-07-02 13F Central Pacific Bank - Trust Division 3 0.00 1
2025-07-31 13F Moloney Securities Asset Management, LLC 724 -68.49 200 -65.40
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100.00 0
2025-08-12 13F Archer Investment Corp 150 0.00 42 10.81
2025-08-13 13F SageView Advisory Group, LLC 744 -10.36 213 2.40
2025-08-19 13F National Asset Management, Inc. 19,628 -29.49 5,436 -30.28
2025-08-12 13F Miller Financial Services LLC 751 208
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-07-15 13F North Star Investment Management Corp. 774 0.00 214 10.31
2025-07-15 13F Patriot Investment Management Inc. 933 258
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-05-06 13F Next Capital Management LLC 0 -100.00 0
2025-08-12 13F Bokf, Na 7,039 -1.25 1,949 8.64
2025-08-04 13F Integrity Alliance, Llc. 27,966 2.88 7,745 13.15
2025-08-12 13F Clark Financial Services Group Inc /bd 5,503 0.44 1,524 10.51
2025-05-02 13F Capital A Wealth Management, LLC 7 2
2025-08-07 13F Kestra Private Wealth Services, Llc 15,011 17.23 4,157 28.98
2025-07-09 13F Breakwater Investment Management 176 0.00 49 9.09
2025-08-04 13F REDW Wealth LLC 752 208
2025-08-05 13F GHP Investment Advisors, Inc. 26,540 -0.61 7,350 9.33
2025-08-06 13F Strategic Financial Partners, Ltd. 3,769 -0.29 1,044 9.67
2025-07-28 13F Sagespring Wealth Partners, Llc 3,769 9.76 1,044 20.72
2025-08-13 13F Continuum Advisory, LLC 1,323 6.01 366 16.56
2025-07-22 13F MAS Advisors LLC 1,239 2.91 343 13.20
2025-07-18 13F Institute for Wealth Management, LLC. 10,148 2,810
2025-07-30 13F Pittenger & Anderson Inc 217 0.00 60 11.11
2025-08-13 13F Crescent Grove Advisors, LLC 1,117 2.01 310 12.36
2025-04-09 13F St Germain D J Co Inc 0 -100.00 0
2025-07-15 13F McAdam, LLC 80,703 -0.45 22,350 9.49
2025-07-31 13F Carnegie Capital Asset Management, LLC 3,527 -0.62 977 21.70
2025-08-05 13F Bank Of Montreal /can/ 22,511 -9.83 6,234 -0.81
2025-08-13 13F Green Harvest Asset Management LLC 1,470 -0.88 407 9.12
2025-08-13 13F Capital Advisors Wealth Management, LLC 9,618 -64.85 2,664 -61.35
2025-08-06 13F Round Rock Advisors, LLC 3,621 -16.78 1,003 -8.49
2025-07-24 13F Lmcg Investments, Llc 46,761 -3.27 12,950 6.39
2025-04-10 13F Cathy Pareto & Associates, Inc 0 -100.00 0
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 2,544 -58.28 705 -54.14
2025-07-30 13F Canvas Wealth Advisors, LLC 4,352 10.32 1,246 33.83
2025-07-14 13F Sowell Financial Services LLC 3,261 -16.41 903 -8.15
2025-07-09 13F Krilogy Financial LLC 11,242 5.71 3,113 16.29
2025-08-08 13F Carl P. Sherr & Co., LLC 2,770 -2.77 767 6.97
2025-08-07 13F Northwest Bancshares, Inc. 2,482 -1.08 687 8.87
2025-07-22 13F Mascoma Wealth Management LLC 0 -100.00 0
2025-08-04 13F Spinnaker Trust 966 0.00 268 9.88
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 2,429 -9.23 673 -0.15
2025-08-13 13F Russell Investments Group, Ltd. 652 30.14 181 42.86
2025-07-15 13F Td Private Client Wealth Llc 2,601 -4.13 720 5.42
2025-08-11 13F CBIZ Investment Advisory Services, LLC 156 0.00 43 10.26
2025-07-16 13F Register Financial Advisors LLC 396 0.00 110 10.10
2025-07-16 13F Congress Asset Management Co /ma 38,842 -53.40 10,757 -48.74
2025-07-25 13F Investment Advisory Group, LLC 844 0.00 234 9.91
2025-04-09 13F Roxbury Financial LLC 0 -100.00 0
2025-08-01 13F Strategic Financial Services, Inc, 1,242 0.00 344 9.94
2025-07-30 13F Exencial Wealth Advisors, Llc 73,712 2.97 20,414 13.26
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 0 -100.00 0
2025-08-15 13F Morgan Stanley 1,881,972 0.41 521,194 10.45
2025-07-22 13F Net Worth Advisory Group 2,610 168.24 723 195.90
2025-08-07 13F Blackston Financial Advisory Group, LLC 757 -7.68 210 1.46
2025-07-15 13F Evanson Asset Management, LLC 1,844 0.00 511 9.91
2025-08-11 13F Battery Global Advisors, LLC 3,680 0.00 1,021 10.15
2025-07-28 13F RFG Advisory, LLC 27,573 -8.39 7,636 0.77
2025-08-14 13F Tudor Investment Corp Et Al 37,837 143.18 10,479 167.50
2025-08-14 13F Tennessee Valley Asset Management Partners 1,914 11.09 530 22.40
2025-08-07 13F BOK Financial Private Wealth, Inc. 120 0.00 33 10.00
2025-07-15 13F West Oak Capital, LLC 0 -100.00 0
2025-07-29 13F Salomon & Ludwin, LLC 1,255 -2.94 350 7.69
2025-08-08 13F Avalon Trust Co 0 -100.00 0
2025-08-01 13F Pasadena Private Wealth, LLC 54,245 0.07 15,022 10.08
2025-07-16 13F Signature Resources Capital Management, LLC 30 0.00 8 14.29
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-07-18 13F New Wave Wealth Advisors Llc 20,877 0.70 5,782 10.77
2025-07-23 13F Prime Capital Investment Advisors, LLC 9,500 -28.45 2,631 -21.30
2025-07-10 13F Exchange Traded Concepts, Llc 1,273 353
2025-08-12 13F Athena Investment Management 2,151 -3.84 596 5.68
2025-07-02 13F Dentgroup LLC 7,298 -2.63 2,021 7.16
2025-07-17 13F Vermillion Wealth Management, Inc. 371 0.00 103 9.68
2025-07-09 13F VisionPoint Advisory Group, LLC 3,157 874
2025-05-14 13F Wescott Financial Advisory Group, LLC 0 -100.00 0
2025-07-29 13F Systelligence, LLC 18,408 -58.25 5,098 -54.09
2025-07-25 13F Concord Wealth Partners 378 -7.13 105 1.96
2025-05-02 13F BluePointe Capital Management, LLC 0 -100.00 0
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 3,896 13.85 1,079 25.20
2025-08-07 13F Rossmore Private Capital 835 2.20 231 12.68
2025-07-30 13F SkyOak Wealth, LLC 23,337 0.00 6,463 9.99
2025-08-14 13F CoreCap Advisors, LLC 3,178 -7.64 880 1.62
2025-03-21 13F Prostatis Group LLC 0 -100.00 0
2025-08-19 13F Delos Wealth Advisors, LLC 121 34
2025-08-14 13F Goldman Sachs Group Inc 77,748 24.09 21,531 36.50
2025-08-14 13F Kovitz Investment Group Partners, LLC 6,517 -1.60 1,805 8.28
2025-07-08 13F First International Bank & Trust 0 -100.00 0
2025-08-13 13F Providence Capital Advisors, LLC 107 30
2025-08-11 13F First American Trust, Fsb 32,751 2.97 9,070 13.26
2025-08-12 13F Deutsche Bank Ag\ 1,123 0.00 311 10.28
2025-07-22 13F SOL Capital Management CO 1,619 3.52 0
2025-07-15 13F Sightline Wealth Advisors, LLC 995 -9.05 276 0.00
2025-04-23 13F HBK Sorce Advisory LLC 0 -100.00 0
2025-08-08 13F Family Firm, Inc. 0 -100.00 0
2025-08-14 13F Capitolis Liquid Global Markets LLC 0 -100.00 0
2025-07-30 13F Avidian Wealth Solutions, LLC 3,098 -15.63 858 -7.25
2025-08-14 13F Mml Investors Services, Llc 353,707 -1.26 98 7.78
2025-07-01 13F Kera Capital Partners, Inc. 11,903 -52.60 3,296 -47.86
2025-07-23 13F Venturi Wealth Management, LLC 1,429 -9.10 396 0.00
2025-07-18 13F Ewa, Llc 1,393 -5.69 386 3.77
2025-07-14 13F Farmers & Merchants Investments Inc 261 193.26 72 227.27
2025-08-01 13F Ashton Thomas Private Wealth, LLC 1,601 43.46 444 58.57
2025-08-07 13F Parkside Financial Bank & Trust 4,106 44.12 1,137 58.58
2025-08-07 13F Retirement Investment Advisors, Inc. 59,263 1.35 16,412 11.49
2025-07-24 13F Costello Asset Management, INC 46 31.43 13 50.00
2025-08-06 13F Axim Planning & Wealth 990 -11.92 274 -2.84
2025-04-23 13F Bluesphere Advisors, LLC 0 -100.00 0
2025-08-04 13F Leeward Financial Partners, LLC 22,474 1.71 6,224 11.86
2025-07-21 13F Hilltop National Bank 11,224 21.76 3,108 20.42
2025-08-13 13F Colonial Trust Co / SC 601 -11.09 166 -2.35
2025-07-30 13F Green Square Capital Advisors Llc 3,860 -9.39 1,069 -0.37
2025-08-05 13F EPG Wealth Management LLC 180 0.00 50 8.89
2025-08-11 13F Bradley Foster & Sargent Inc/ct 15,929 -12.73 4,411 -4.00
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 1,341 371
2025-08-06 13F Csenge Advisory Group 5,109 -2.91 1,348 8.28
2025-07-31 13F FSA Investment Group, LLC 0 -100.00 0
2025-08-08 13F Avantax Advisory Services, Inc. 32,906 0.40 9,113 10.45
2025-07-28 13F Wealthspan Partners, Llc 1,229 -0.57 340 9.32
2025-08-13 13F Rsm Us Wealth Management Llc 513,229 0.19 142,349 10.37
2025-07-18 13F GEN Financial Management, INC. 2,884 0.49 799 10.53
2025-07-30 13F/A Old Point Trust & Financial Services N A 10 0.00 3 0.00
2025-08-05 13F Sunburst Financial Group, LLC 3,909 5.34 1,083 15.85
2025-08-15 13F Cooksen Wealth, LLC 6,174 -9.41 1,710 -3.77
2025-08-04 13F Pensionmark Financial Group, Llc 58,003 849.00 16,073 945.06
2025-08-05 13F Dahring | Cusmano Llc 2,133 14.68 591 26.07
2025-08-12 13F Horizon Financial Services, Llc 149 -13.87 41 -4.65
2025-07-11 13F First PREMIER Bank 0 -100.00 0
2025-07-15 13F Jeppson Wealth Management, Llc 1,282 0.00 355 10.25
2025-08-05 13F Integrity Financial Corp /WA 4 0.00 1 0.00
2025-07-28 13F BRYN MAWR TRUST Co 2,308 1.18 639 11.32
2025-05-07 13F Spectrum Wealth Counsel, LLC 0 -100.00 0 -100.00
2025-07-30 13F Principle Wealth Partners Llc 1,321 -45.21 366 -39.87
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 1,650 0.00 416 0.00
2025-08-11 13F New Age Alpha Advisors, LLC 54 15
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 54 15
2025-04-29 13F DT Investment Partners, LLC 0 -100.00 0
2025-08-13 13F Summit Financial, LLC 18,563 54.25 5,149 69.96
2025-08-14 13F LaSalle St. Investment Advisors, LLC 810 -42.31 0
2025-07-14 13F S.A. Mason LLC 1,444 0.00 400 9.92
2025-07-25 13F Tranquility Partners, LLC 5,361 3.65 1,485 13.98
2025-07-23 13F Center For Asset Management LLC 4,610 27.70 1,293 42.29
2025-08-06 13F North Capital, Inc. 15 0.00 4 33.33
2025-04-29 13F Chilton Capital Management Llc 0 -100.00 0
2025-07-17 13F DiNuzzo Private Wealth, Inc. 99 0.00 27 12.50
2025-08-12 13F Park Square Financial Group, LLC 144 -12.20 40 -4.88
2025-08-14 13F Prestige Wealth Management Group LLC 29 -77.52 8 -75.00
2025-07-11 13F Brendel Financial Advisors LLC 2,073 1
2025-04-14 13F Regent Peak Wealth Advisors LLC 1,325 -2.14 334 -12.14
2025-07-02 13F Waller Financial Planning Group, Inc 2,160 -21.37 598 -13.46
2025-08-15 13F CI Private Wealth, LLC 1,924,932 100.83 533,099 120.91
2025-07-28 13F Frazier Financial Advisors, LLC 61 0.00 17 6.67
2025-07-29 13F Ifrah Financial Services, Inc. 25,467 -2.07 7,053 7.71
2025-08-04 13F Savvy Advisors, Inc. 1,303 361
2025-07-24 13F Brandywine Oak Private Wealth Llc 1,433 0.00 397 10.00
2025-07-08 13F Zrc Wealth Management, Llc 1 0.00 0
2025-07-14 13F/A Seek First Inc. 14,016 5.96 3,881 16.55
2025-07-28 13F Copia Wealth Management 1,281 0.00 355 9.94
2025-08-12 13F Vickerman Investment Advisors, Inc. 7,078 0.07 1,960 10.11
2025-08-06 13F Legacy Bridge, LLC 350 0.00 97 9.09
2025-07-21 13F Cardinal Strategic Wealth Guidance 209 0.00 58 9.62
2025-08-11 13F Perennial Investment Advisors, LLC 2,982 -9.06 826 0.00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 399 -47.98 110 -43.01
2025-07-30 13F Cornerstone Advisory, LLC 13,756 -2.40 3,810 7.02
2025-07-07 13F Lwm Advisors Inc 942 0.00 261 7.88
2025-07-25 13F G2 Capital Management, Llc / Oh 1,159 -33.39 321 -26.94
2025-08-08 13F Gts Securities Llc 0 -100.00 0
2025-07-30 13F Evermay Wealth Management Llc 2,842 -2.44 788 7.37
2025-07-30 13F Bogart Wealth, LLC 1,393 1.31 386 11.27
2025-07-14 13F Opal Wealth Advisors, LLC 396 -19.02 110 -11.38
2025-08-13 13F Millstone Evans Group, LLC 285 0.00 79 9.86
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0 -100.00
2025-07-21 13F Fortis Capital Advisors, LLC 4,753 -30.33 1,316 -23.35
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 2,476 -0.80 1
2025-08-05 13F Dunhill Financial, LLC 860 238
2025-07-30 13F Black Diamond Financial, LLC 16,953 -4.04 4,695 5.55
2025-07-17 13F Park Place Capital Corp 110 0.00 31 11.11
2025-07-29 13F Stephens Inc /ar/ 135,834 137.55 37,618 161.31
2025-08-01 13F Bessemer Group Inc 9,788 -16.90 3 0.00
2025-08-08 13F Emerald Investment Partners, Llc 3,056 1.26 846 11.46
2025-08-01 13F Planning Directions Inc 1,465 -82.77 406 -81.07
2025-08-06 13F Valued Wealth Advisors LLC 225 0.00 62 10.71
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 133 0.00 37 9.09
2025-07-21 13F Quent Capital, LLC 52,253 110.03 14,471 131.04
2025-07-10 13F Tompkins Financial Corp 139 0.00 38 11.76
2025-08-14 13F Garden State Investment Advisory Services LLC 1,368 0.00 379 9.88
2025-07-16 13F Falcon Wealth Planning 11,380 -9.85 3,152 -0.85
2025-08-12 13F MAI Capital Management 7,600 8.43 2,105 19.27
2025-07-30 13F Insight Advisors, LLC/ PA 7,453 0.00 2,064 10.02
2025-08-12 13F Titleist Asset Management, Llc 16,518 -1.73 4,575 8.11
2025-08-08 13F Sawgrass Asset Management Llc 5,433 -0.86 1,505 9.06
2025-08-14 13F Ameriprise Financial Inc 403,922 -2.69 111,539 6.85
2025-08-06 13F Cannon Financial Strategists, Inc. 781 216
2025-08-14 13F Qube Research & Technologies Ltd 79 -53.25 22 -50.00
2025-08-14 13F Federation des caisses Desjardins du Quebec 573 29.93 159 42.34
2025-05-07 13F Ramirez Asset Management, Inc. 0 -100.00 0 -100.00
2025-07-21 13F Sage Financial Management Group, Inc. 877 -4.57 0
2025-08-01 13F FSA Advisors, Inc. 0 -100.00 0
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 6,634 -4.75 1,837 4.79
2025-04-17 13F Life Planning Partners, Inc 0 -100.00 0 -100.00
2025-07-17 13F Greenleaf Trust 0 -100.00 0
2025-07-18 13F United Bank 4,205 0.00 1,165 10.02
2025-08-14 13F Sunbelt Securities, Inc. 161 -13.44 45 -2.17
2025-07-31 13F BIP Wealth, LLC 1,622 -16.65 449 -8.18
2025-08-14 13F Gen-Wealth Partners Inc 1,266 -1.48 351 8.36
2025-07-22 13F Old National Bancorp /in/ 21,725 -12.67 6,017 -3.94
2025-08-14 13F Hurley Capital, LLC 793 0.00 220 10.05
2025-07-25 13F St. Louis Trust Co 4,058 17.62 1,124 29.38
2025-05-15 13F/A Orion Portfolio Solutions, LLC 3,103 -12.79 781 -21.59
2025-08-05 13F Sensible Money, LLC 1,394 0.00 386 10.29
2025-08-14 13F Pennington Partners & Co., Llc 996 -7.00 276 2.60
2025-07-18 13F First Pacific Financial 603 0.00 167 9.93
2025-08-18 13F N.E.W. Advisory Services LLC 758 -28.63 210 -21.72
2025-08-04 13F Mesirow Financial Investment Management, Inc. 967 268
2025-08-12 13F AlphaCore Capital LLC 1,086 8.71 301 19.92
2025-07-14 13F Cherrydale Wealth Management, Llc 1,622 -12.84 449 -4.06
2025-08-12 13F Quadcap Wealth Management, LLC 6,179 0.15 1,712 10.17
2025-07-16 13F Rebalance, Llc 5,695 -0.23 1,577 9.74
2025-07-17 13F City Holding Co 4,195 -1.73 1,162 8.10
2025-05-01 13F Lane & Associates LLC 2,519 2.36 634 -11.70
2025-07-14 13F Brady Martz Wealth Solutions, LLC 1,911 0.00 529 9.98
2025-08-08 13F Smithfield Trust Co 2,263 10.23 1
2025-08-04 13F AMG National Trust Bank 3,423 -8.43 948 0.64
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 2,246 0.00 623 10.27
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 462 0.00 128 9.48
2025-07-29 13F May Barnhard Investments LLC 18,366 -1.33 5,086 8.54
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 5,441 11.70 1,507 22.84
2025-07-22 13F/A Duncan Williams Asset Management, LLC 3,236 0.00 896 10.07
2025-07-08 13F Apella Capital, LLC 2,159 24.87 601 42.86
2025-08-15 13F First Heartland Consultants, Inc. 17,835 0.45 4,939 10.49
2025-07-10 13F Trust Point Inc. 7,747 -40.75 2,145 -34.82
2025-07-09 13F First Financial Corp /in/ 1,611 -0.98 446 9.05
2025-08-14 13F Synovus Financial Corp 5,858 -2.88 1,626 7.11
2025-07-18 13F Pure Financial Advisors, Inc. 1,820 -4.76 504 4.78
2025-08-11 13F Nordwand Advisors, LLC 3,000 831
2025-07-10 13F Compton Wealth Advisory Group, LLC 5,378 0.00 1,489 9.97
2025-08-12 13F Nemes Rush Group LLC 311 -91.87 86 -91.07
2025-07-28 13F Axxcess Wealth Management, Llc 2,585 716
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-08-05 13F Marion Wealth Management 34,117 3.09 9,448 13.41
2025-04-28 NP MVFG - Monarch Volume Factor Global Unconstrained Index ETF 11,687 3,196
2025-07-03 13F Trust Co of the South 26,664 56.09 7,384 71.72
2025-08-14 13F Sand Hill Global Advisors, LLC 307,165 5,905.18 85,066 6,509.63
2025-07-09 13F Key Client Fiduciary Advisors, LLC 1,720 0.00 476 10.19
2025-08-04 13F Creekmur Asset Management LLC 197 0.00 55 10.20
2025-08-13 13F Quadrant Capital Group Llc 748 -2.60 207 7.25
2025-08-13 13F First Trust Advisors Lp 1,726 -1.32 478 8.41
2025-08-13 13F Jones Financial Companies Lllp 688,885 6.56 190,229 16.32
2025-07-29 13F Accretive Wealth Partners, LLC 3,402 -1.08 942 8.53
2025-07-18 13F RKL Wealth Management LLC 1,915 0.00 530 9.96
2025-07-11 13F/A Umb Bank N A/mo 4,072 -11.88 1,128 -3.10
2025-07-25 13F We Are One Seven, LLC 1,582 5.33 438 15.87
2025-07-17 13F Fee-Only Financial Planning, L.C. 30,239 0.26 8,374 10.29
2025-07-25 13F Hemington Wealth Management 1,581 0.00 0
2025-08-14 13F Colony Group, LLC 222,471 1.73 61,612 11.90
2025-05-15 13F CAPROCK Group, Inc. 6,916 97.60 1,741 77.65
2025-08-13 13F Mount Yale Investment Advisors, LLC 55 15
2025-08-14 13F Hrt Financial Lp 13,027 4
2025-07-10 13F Focus Financial Network, Inc. 29,798 4.05 8,265 14.62
2025-07-10 13F Sovran Advisors, LLC 6,621 -2.90 1,852 14.83
2025-08-05 13F Integrity Wealth Solutions LLC 7,687 -5.12 2,129 4.36
2025-07-21 13F Mechanics Financial Corp 215 -4.87 60 5.36
2025-08-14 13F Bragg Financial Advisors, Inc 131,313 4.44 36,366 14.89
2025-05-14 13F Mission Creek Capital Partners, Inc. 0 -100.00 0
2025-08-12 13F LPL Financial LLC 867,132 4.75 240,143 15.22
2025-08-05 13F NewSquare Capital LLC 0 -100.00 0
2025-05-05 13F Lindbrook Capital, Llc 3,045 0.00 767 -10.09
2025-07-15 13F Missouri Trust & Investment Co 54 0.00 15 7.69
2025-08-12 13F Asset Management Group, Inc. 60,476 -1.50 16,748 8.35
2025-07-16 13F Cove Private Wealth, LLC 759 210
2025-05-15 13F Two Sigma Securities, Llc 0 -100.00 0 -100.00
2025-07-29 13F Curbstone Financial Management Corp 12,670 -0.44 3,509 9.49
2025-08-12 13F Cornerstone Wealth Management, LLC 11,339 -0.81 3,140 9.10
2025-08-14 13F Diversify Advisory Services, LLC 2,565 -1.99 730 12.14
2025-08-11 13F Beaumont Capital Management, LLC 0 -100.00 0
2025-07-15 13F Focused Wealth Management, Inc 0 -100.00 0 -100.00
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Domestic ETF 1,273 41.44 353 39.68
2025-05-14 13F Estate Counselors, LLC 0 -100.00 0
2025-08-11 13F Private Advisor Group, LLC 129,646 3.32 35,904 13.65
2025-08-04 13F Spire Wealth Management 1,021 -22.06 283 -14.29
2025-08-07 13F Resources Investment Advisors, LLC. 29,090 -9.22 8,056 -0.14
2025-08-04 13F 4wealth Advisors, Inc. 2,726 7.83 755 18.55
2025-08-15 13F Asset Allocation Strategies LLC 882 -51.08 244 -46.14
2025-08-12 13F Change Path, LLC 1,875 -21.32 519 -13.36
2025-08-14 13F Wells Fargo & Company/mn 866,190 -2.01 239,883 7.78
2025-08-12 13F Associated Banc-corp 20,157 1.65 5,582 11.82
2025-07-22 13F Grimes & Company, Inc. 15,524 3.46 4,299 13.82
2025-07-28 13F IFG Advisors, LLC 2,849 -0.97 789 8.98
2025-08-08 13F Fortis Group Advisors, LLC 13 0.00 4 0.00
2025-07-25 13F McNamara Financial Services, Inc. 2,504 -1.88 693 7.94
2025-07-21 13F Verus Financial Partners, Inc. 1,217 0.00 344 18.28
2025-07-03 13F Arvest Investments, Inc. 29,919 -0.24 8,286 9.72
2025-07-23 13F Eagle Strategies LLC 2,034 6.72 563 17.54
2025-08-13 13F Beacon Pointe Advisors, LLC 76,698 0.68 21,241 10.74
2025-07-25 13F Dynamic Financial Group 757 210
2025-08-14 13F GWM Advisors LLC 115,832 1.73 32,079 11.90
2025-08-06 13F First Horizon Advisors, Inc. 19,081 6.01 5,284 16.62
2025-07-30 13F Phillips Financial Management, Llc 243 0.00 67 9.84
2025-07-08 13F Heartwood Wealth Advisors LLC 2,560 0.00 709 9.94
2025-08-14 13F Alliancebernstein L.p. 20,126 -0.90 5,574 9.00
2025-08-12 13F Vawter Financial, Ltd. 3,164 -93.59 876 -92.95
2025-07-17 13F Independence Bank of Kentucky 463 0.00 128 10.34
2025-07-15 13F Norden Group Llc 1,527 -61.83 423 -58.09
2025-08-12 13F SlateStone Wealth, LLC 1,702 -14.99 0
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 7,345 -57.09 2,034 -52.80
2025-08-08 13F Strategies Wealth Advisors, LLC 139,346 -0.49 38,591 9.45
2025-07-15 13F Cranbrook Wealth Management, LLC 11,215 0.94 3,106 11.05
2025-07-24 13F Edge Financial Advisors LLC 934 0.00 259 9.79
2025-07-25 13F M.e. Allison & Co., Inc. 1,086 0.00 301 9.89
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 5,512 -21.41 1,527 -13.59
2025-07-30 13F Probity Advisors, Inc. 13,332 1.36 3,692 11.51
2025-08-12 13F O'shaughnessy Asset Management, Llc 7,014 41.24 1,942 55.36
2025-08-12 13F Wisconsin Wealth Advisors, LLC 2,740 14.88 759 26.33
2025-07-21 13F Segment Wealth Management, LLC 1,340 0.00 371 10.09
2025-07-14 13F UMA Financial Services, Inc. 28 0.00 8 0.00
2025-07-17 13F Raleigh Capital Management Inc. 15 4
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-08-07 13F Addison Advisors LLC 255 0.00 71 9.38
2025-07-31 13F Oppenheimer & Co Inc 3,362 101.80 931 122.20
2025-07-08 13F Richard P Slaughter Associates Inc 1,750 -47.08 485 -41.83
2025-07-30 13F Whittier Trust Co 7,000 0.00 1,939 9.99
2025-07-29 13F Disciplined Investments, LLC 10,530 -0.58 2,916 9.38
2025-08-14 13F Diversify Wealth Management, Llc 767 -8.14 218 5.31
2025-07-11 13F Bell Bank 2,187 0.00 606 10.00
2025-08-11 13F Bell Investment Advisors, Inc 0 -100.00 0
2025-07-11 13F Grove Bank & Trust 126 0.00 35 9.68
2025-07-14 13F Steigerwald, Gordon & Koch Inc. 726 201
2025-07-09 13F Praetorian Wealth Management, Inc. 48,562 18.47 13,449 30.31
2025-04-15 13F Integrated Advisors Network LLC 0 -100.00 0
2025-04-01 13F Modus Advisors, LLC 0 -100.00 0
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 8,694 -42.19 2,408 -36.42
2025-08-04 13F Creative Financial Designs Inc /adv 17,861 6.94 4,946 17.62
2025-07-02 13F InvesTrust 1,697 2.11 470 12.20
2025-07-21 13F Capital Planning LLC 0 -100.00 0
2025-07-11 13F Compass Ion Advisors, LLC 8,219 -12.27 2,276 -3.48
2025-08-01 13F Milestone Asset Management Group, LLC 6,725 3.81 1,863 14.16
2025-08-15 13F ROSS\JOHNSON & Associates LLC 19 0.00 5 25.00
2025-07-15 13F World Equity Group, Inc. 2,239 25.50 620 38.08
2025-07-18 13F SOA Wealth Advisors, LLC. 10,229 -17.11 2,833 -8.82
2025-07-10 13F Stewardship Advisors, LLC 1,074 5.60 297 16.02
2025-08-15 13F Lgl Partners, Llc 1,350 0.15 378 11.21
2025-07-08 13F Parallel Advisors, LLC 7,163 7.49 1,984 18.18
2025-08-15 13F Kestra Advisory Services, LLC 66,357 -5.64 18,377 3.79
2025-07-17 13F Catalytic Wealth RIA, LLC 7,958 -1.23 2,204 8.63
2025-08-15 13F Equitable Holdings, Inc. 10,494 19.75 2,906 31.73
2025-08-14 13F Goodwin Investment Advisory 2,680 -4.29 742 5.40
2025-08-06 13F Prospera Financial Services Inc 9,973 -4.03 2,766 5.53
2025-08-13 13F Dynamic Wealth Strategies, LLC 20 6
2025-07-22 13F Iron Horse Wealth Management, LLC 502 3.51 139 13.93
2025-08-27 13F/A Brinker Capital Investments, LLC 4,118 32.71 1,140 45.97
2025-08-12 13F Tradition Wealth Management, LLC 7,637 0.10 2,115 10.10
2025-08-07 13F Winch Advisory Services, LLC 18 0.00 5 0.00
2025-04-11 13F Summit Investment Advisory Services, LLC 0 -100.00 0
2025-08-08 13F/A Prospect Financial Services LLC 1,760 0.28 487 10.43
2025-07-22 13F Willner & Heller, Llc 4,004 -4.05 1,109 5.52
2025-08-08 13F Foundations Investment Advisors, LLC 1,657 -35.55 459 -29.21
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-08-14 13F Bank Of Hawaii 4,110 6.31 1,138 16.96
2025-08-14 13F Susquehanna International Group, Llp 6,295 -62.17 1,743 -58.39
2025-08-11 13F Anfield Capital Management, LLC 46 48.39 13 71.43
2025-08-11 13F Western Wealth Management, LLC 10,878 -1.61 3,013 8.23
2025-08-14 13F Susquehanna International Group, Llp Call 26,900 -26.30 7,450 -18.94
2025-08-14 13F Susquehanna International Group, Llp Put 7,400 -57.47 2,049 -53.22
2025-07-23 13F Sax Wealth Advisors, Llc 6,017 582.97 1,666 653.85
2025-08-04 13F Flagship Harbor Advisors, Llc 1,834 -0.38 508 9.50
2025-07-23 13F Pillar Financial Advisors, LLC 9,108 -1.62 2,522 8.24
2025-07-18 13F PFG Investments, LLC 1,589 51.33 440 66.67
2025-08-11 13F Citigroup Inc 24,629 39.75 6,821 53.74
2025-07-23 13F Colony Family Offices, LLC 503 13.54 140 25.23
2025-07-16 13F ORG Partners LLC 410 8.75 114 20.00
2025-07-30 13F Capstone Triton Financial Group, LLC 724 -8.70 201 -9.91
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 93,880 -0.03 26,433 11.80
2025-08-14 13F Moneta Group Investment Advisors Llc 502,158 2.40 139,068 12.64
2025-08-06 13F Financial Alternatives, Inc 2,843 0.00 787 10.07
2025-08-05 13F Prosperity Consulting Group, LLC 3,945 0.00 1,093 9.97
2025-08-08 13F Wrapmanager Inc 2,978 -2.36 825 7.43
2025-08-14 13F/A Rockefeller Capital Management L.P. 317,808 9.08 88,014 19.99
2025-07-18 13F Trust Co Of Vermont 21 0.00 6 0.00
2025-07-23 13F Godsey & Gibb Associates 345 -10.39 96 -1.04
2025-08-12 13F Steward Partners Investment Advisory, Llc 51,653 24.86 14,305 37.34
2025-08-07 13F BHK Investment Advisors, LLC 85,218 2.96 23,600 13.25
2025-08-13 13F Alerus Financial Na 311 86
2025-07-24 13F Coordinated Financial Services, Inc. 2,771 26.99 768 25.53
2025-08-08 13F Glassman Wealth Services 3,015 5,698.08 835 6,315.38
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 32,583 1,460.49 9,024 1,618.67
2025-08-05 13F Elyxium Wealth, LLC 0 -100.00 0
2025-07-17 13F Hanson & Doremus Investment Management 261 0.00 0
2025-07-11 13F Farther Finance Advisors, LLC 3,224 -16.89 893 -8.98
2025-08-14 13F Bishop & Co Investment Management, LLC 30,532 8.14 8,456 18.95
2025-07-22 13F Sage Financial Group Inc 63,854 0.76 17,684 10.83
2025-08-05 13F MidAtlantic Capital Management, Inc. 3,840 4.23 1,063 14.67
2025-08-14 13F Tandem Financial, LLC 4,271 -66.83 1,185 -63.47
2025-08-12 13F Running Point Capital Advisors, LLC 12 0.00 3 0.00
2025-07-17 13F San Luis Wealth Advisors LLC 0 -100.00 0
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 0 -100.00 0
2025-08-01 13F Bank of Jackson Hole Trust 152 0.00 42 2.44
2025-07-14 13F Park Avenue Securities Llc 4,898 8.63 1 0.00
2025-07-16 13F Plancorp, LLC 2,023 0.00 560 10.02
2025-08-14 13F Harwood Advisory Group, LLC 85 24
2025-07-07 13F Wesbanco Bank Inc 49,306 3.88 13,655 14.26
2025-08-14 13F Sherman Asset Management, Inc. 130 0.00 36 12.50
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,229 -4.53 1,448 4.55
2025-08-14 13F Guardian Wealth Management, Inc. 0 -100.00 0
2025-08-13 13F Capital Analysts, Inc. 588 -86.36 0 -100.00
2025-07-29 13F Harbor Asset Planning, Inc. 6,604 1,831
2025-07-11 13F Diversified Trust Co 4,342 0.86 1,202 10.99
2025-07-09 13F Aurelius Family Office LLC 9,235 15.47 2,557 27.02
2025-08-13 13F Ark & Tlk Investments, Llc 1,099 0.00 304 10.14
2025-08-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-08-14 13F McIlrath & Eck, LLC 173 0.00 48 9.30
2025-08-11 13F HighTower Advisors, LLC 338,104 4.83 93,634 15.31
2025-08-14 13F Murphy & Mullick Capital Management Corp 104 0.00 29 11.54
2025-08-04 13F Assetmark, Inc 1,540,575 1.72 426,647 11.89
2025-07-29 13F Quotient Wealth Partners, LLC 3,573 -6.83 990 2.49
2025-07-15 13F Axis Wealth Partners, LLC 1,777 -3.69 492 6.03
2025-08-14 13F Apriem Advisors 4,774 4.49 1,322 14.96
2025-08-12 13F Proequities, Inc. 0 0
2025-07-16 13F Stephenson National Bank & Trust 2,563 -0.04 710 9.92
2025-08-18 13F Finward Bancorp 1,576 0.00 436 10.10
2025-07-14 13F Mechanics Bank Trust Department 31,190 34.17 8,638 47.59
2025-08-07 13F Resolute Advisors LLC 1,888 0.00 524 10.11
2025-08-12 13F Coldstream Capital Management Inc 2,120 -14.10 587 -5.48
2025-08-12 13F Bravias Capital Group, LLC 1,535 4.21 425 14.86
2025-07-30 13F IMG Wealth Management, Inc. 399 0.00 110 10.00
2025-08-05 13F GPS Wealth Strategies Group, LLC 3,564 -14.06 987 -5.37
2025-07-14 13F Clayton Financial Group LLC 7,172 -78.17 1,986 -75.99
2025-07-14 13F Sentinel Pension Advisors Inc 5,537 0.04 1,533 10.05
2025-07-16 13F New Insight Wealth Advisors 0 -100.00 0
2025-08-14 13F Bank Of America Corp /de/ 9,953,009 0.99 2,756,386 11.08
2025-07-22 13F Compass Financial Group, INC/SD 2,768 -4.06 766 5.51
2025-08-04 13F Roble, Belko & Company, Inc 0 -100.00 0
2025-07-16 13F TCI Wealth Advisors, Inc. 5,396 -0.22 1,494 9.77
2025-08-18 13F/A National Bank Of Canada /fi/ 230 228.57 64 270.59
2025-08-14 13F Aqr Capital Management Llc 1,667 53.92 462 69.49
2025-07-22 13F Gemmer Asset Management LLC 15,883 0.00 4,399 10.01
2025-04-02 13F Marcum Wealth, LLC 1,846 -2.33 465 -12.29
2025-08-14 13F Great Valley Advisor Group, Inc. 15,529 -10.65 4,301 -1.71
2025-08-06 13F Founders Financial Securities Llc 7,016 3.31 1,943 15.53
2025-08-11 13F Cascade Wealth Advisors, Inc 4,896 0.00 1,366 16.97
2025-07-23 13F Bellevue Asset Management, Llc 205 0.00 57 9.80
2025-08-07 13F New England Private Wealth Advisors LLC 781 -2.50 223 10.95
2025-08-08 13F Fusion Capital, LLC 2,186 4.14 606 14.58
2025-07-11 13F Prosperity Planning, Inc. 18,841 3.17 5,218 13.49
2025-04-09 13F Dakota Community Bank & Trust NA 51 13
2025-08-14 13F EP Wealth Advisors, Inc. 642,042 6.70 177,807 17.37
2025-07-23 13F Nbt Bank N A /ny 281 0.00 78 10.00
2025-08-06 13F Vestmark Advisory Solutions, Inc. 7,161 1,983
2025-07-16 13F American National Bank 6,326 217.41 1,752 249.50
2025-07-28 13F Courier Capital Llc 1,553 31.05 430 44.30
2025-07-17 13F Michels Family Financial, LLC 4,874 1.75 1,350 11.95
2025-08-08 13F Good Life Advisors, LLC 1,318 -0.30 365 9.94
2025-07-07 13F Global Wealth Strategies & Associates 97 0.00 27 8.33
2025-07-25 13F Ccg Wealth Management, Llc 1,980 0.00 548 10.04
2025-08-14 13F Cubist Systematic Strategies, LLC Put 35,700 363.64 9,887 410.11
2025-08-14 13F SWAN Capital LLC 44,947 87.81 12,448 106.59
2025-07-25 13F Lodestar Private Asset Management Llc 763 211
2025-08-07 13F CENTRAL TRUST Co 13,749 -1.02 3,808 8.86
2025-08-14 13F Cubist Systematic Strategies, LLC Call 22,600 283.05 6,259 321.41
2025-08-13 13F Baird Financial Group, Inc. 39,596 -6.91 10,966 2.39
2025-08-12 13F Coston, McIsaac & Partners 4 0.00 0
2025-08-14 13F Graney & King, LLC 1,158 -0.26 321 9.59
2025-08-13 13F Truvestments Capital Llc 300 0.00 83 10.67
2025-07-30 13F Financial Perspectives, Inc 1,005 0.00 278 9.88
2025-07-16 13F Meridian Financial, LLC 5,831 0.34 1,615 10.40
2025-07-30 13F LGT Financial Advisors LLC 96 0.00 27 8.33
2025-07-30 13F TFB Advisors LLC 9,096 -5.44 2,519 4.01
2025-05-02 13F MTC Wealth Management LLC 0 -100.00 0
2025-07-28 13F WealthPlan Investment Management, LLC 1,245 9.11 345 19.86
2025-08-08 13F MTM Investment Management, LLC 7 0.00 2 0.00
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0
2025-07-15 13F Carr Financial Group Corp 988 0.00 274 10.08
2025-08-14 13F Beaird Harris Wealth Management, LLC 41 11
2025-08-07 13F Montag A & Associates Inc 233 0.00 65 10.34
2025-08-13 13F Cerity Partners LLC 36,001 -13.97 9,970 -5.36
2025-08-11 13F Rothschild Investment Llc 450 2.04 125 11.71
2025-07-21 13F West Financial Advisors, LLC 254 70
2025-07-16 13F Northern Oak Wealth Management Inc 4,770 -4.22 1,321 5.43
2025-08-13 13F Johnson Financial Group, Inc. 625 90.55 173 110.98
2025-05-09 13F Rollins Financial Advisors, LLC 0 -100.00 0
2025-07-14 13F Armstrong Advisory Group, Inc 426 8.12 118 6.36
2025-08-12 13F Jpmorgan Chase & Co 250,196 12.38 69,289 23.61
2025-07-22 13F Sutton Place Investors Llc 947 0.00 262 10.08
2025-08-01 13F Taylor Financial Group, Inc. 1,971 4.51 546 14.98
2025-08-14 13F Snowden Capital Advisors LLC 1,975 -0.60 548 9.40
2025-07-17 13F Genesis Private Wealth, Llc 1,984 -0.20 549 9.80
2025-08-01 13F Integral Investment Advisors, Inc. 860 -6.52 238 3.03
2025-07-15 13F Main Street Group, LTD 39 -18.75 11 -16.67
2025-08-01 13F Advisory Alpha, LLC 22,364 5.32 6,194 15.84
2025-08-12 13F OneAscent Financial Services LLC 12,994 -38.68 4 -40.00
2025-08-07 13F Gryphon Financial Partners LLC 3,079 -0.26 853 9.65
2025-07-31 13F Glass Jacobson Investment Advisors llc 2,257 -15.05 625 -15.99
2025-08-29 13F Evolution Wealth Management Inc. 24 7
2025-08-12 13F Gladstone Institutional Advisory LLC 8,973 16.46 2,485 28.09
2025-08-14 13F Warren Averett Asset Management, LLC 26,438 -1.83 7,322 7.98
2025-08-08 13F Rakuten Securities, Inc. 4 0.00 1 0.00
2025-07-18 13F McGuire Investment Group, LLC 1,838 6.06 509 16.74
2025-08-08 13F Capital Investment Advisory Services, LLC 1,839 4.91 509 15.42
2025-08-12 13F Minot DeBlois Advisors LLC 174 0.00 48 11.63
2025-07-24 13F WMG Financial Advisors, LLC 812 225
2025-08-08 13F Meridian Wealth Management, LLC 4,456 -1.35 1,234 8.44
2025-08-08 13F Cetera Investment Advisers 367,032 27.04 101,646 39.74
2025-08-14 13F Benjamin Edwards Inc 50,992 4.04 14,122 14.43
2025-07-08 13F Webster Bank, N. A. 62 -50.00 17 -45.16
2025-05-12 13F Cooper Financial Group 0 -100.00 0
2025-07-29 13F Gladwyn Financial Advisors, Inc. 35,266 9,767
2025-07-22 13F Integrated Capital Management, LLC 2,265 -12.24 1
2025-08-14 13F Comerica Bank 74,512 5.29 20,635 15.81
2025-07-14 13F Golden State Equity Partners 4,879 84.11 1,351 102.55
2025-08-12 13F Jacobi Capital Management LLC 1,783 -0.11 494 9.80
2025-04-15 13F Accurate Wealth Management, LLC 0 -100.00 0 -100.00
2025-07-22 13F Relyea Zuckerberg Hanson LLC 24,944 -5.85 6,908 3.55
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-08-05 13F Crestwood Advisors Group LLC 13,180 -0.84 3,650 9.09
2025-07-16 13F Diversified Enterprises, LLC 3,588 -12.72 994 -4.06
2025-07-08 13F Davis Investment Partners, LLC 1,325 0.00 366 16.19
2025-07-23 13F Friedenthal Financial 7 0.00 2 0.00
2025-07-28 13F Holistic Planning, LLC 4,802 -1.17 1,330 8.67
2025-08-06 13F Quadrant Private Wealth Management, LLC 1,226 48.61 340 64.25
2025-07-14 13F Infinity Wealth Counsel, LLC 9,752 2.47 2,701 12.69
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-07-25 13F Inman Jager Wealth Management, LLC 0 -100.00 0
2025-07-14 13F LaFleur & Godfrey LLC 933 2.64 258 13.16
2025-08-13 13F Willis Johnson & Associates, Inc. 2,008 1.83 556 12.10
2025-08-12 13F Global Retirement Partners, LLC 4,011 72.07 1,111 70.25
2025-07-09 13F Thrive Wealth Management, LLC 1,568 0.06 434 10.15
2025-07-22 13F Noble Family Wealth, LLC 9,113 42.46 2,524 56.71
2025-08-12 13F Manchester Capital Management LLC 5,506 -71.33 1,525 -68.48
2025-08-11 13F United Advisor Group, LLC 1,838 19.20 509 31.19
2025-08-12 13F MWA Asset Management 1,708 -7.22 473 2.16
2025-08-13 13F Cary Street Partners Financial Llc 24,651 4.33 6,827 14.76
2025-08-13 13F Mayfair Advisory Group, LLC 3,827 1.92 1,068 12.91
2025-08-15 13F Tower Research Capital LLC (TRC) 13,863 -0.65 3,839 9.28
2025-07-22 13F Berkshire Money Management, Inc. 158 44
2025-07-17 13F Stephens Group Asset Management, Llc 51,940 20.56 14,384 32.61
2025-07-23 13F Elevate Wealth Advisory, Inc 0 -100.00 0
2025-07-07 13F Bangor Savings Bank 195 0.00 54 10.20
2025-04-30 13F Sofos Investments, Inc. 193 -6.31 49 -5.88
2025-06-10 13F Birchbrook, Inc. 0 -100.00 0 -100.00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 77,343 -18.57 21 -8.70
2025-08-05 13F Tme Financial, Inc. 0 -100.00 0
2025-08-11 13F Heritage Wealth Advisors 60 17
2025-08-13 13F Summit Wealth Group Llc / Co 8,611 2,388
2025-07-18 13F Truist Financial Corp 295,778 -0.29 81,913 9.68
2025-07-17 13F Sound Income Strategies, LLC 59 0.00 16 14.29
2025-04-17 13F Vista Investment Partners Llc 0 -100.00 0
2025-07-23 13F Winthrop Advisory Group LLC 999 23.18 277 35.78
2025-05-06 13F Roundview Capital LLC 0 -100.00 0
2025-07-16 13F Dakota Wealth Management 750 208
2025-08-14 13F Connecticut Wealth Management, LLC 10,773 2.68 2,984 12.95
2025-08-06 13F Legacy Wealth Managment, LLC/ID 33 0.00 9 12.50
2025-07-24 13F Cyndeo Wealth Partners, LLC 4,050 58.70 1,121 74.61
2025-07-23 13F Narwhal Capital Management 1,350 0.00 374 10.03
2025-08-01 13F Alexander Labrunerie & Co., Inc. 972 0.00 269 10.25
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 -100.00 0 -100.00
2025-05-14 13F JT Stratford LLC 0 -100.00 0
2025-08-08 13F Mv Capital Management, Inc. 136 0.00 38 8.82
2025-07-17 13F CWA Asset Management Group, LLC 1,086 6.78 301 17.65
2025-07-25 13F Verdence Capital Advisors LLC 16,465 6.00 4,560 16.60
2025-08-12 13F Franklin Resources Inc 396 -88.94 110 -87.90
2025-07-17 13F Dopkins Wealth Management, Llc 25,611 3.86 7,093 14.24
2025-07-29 13F Chicago Partners Investment Group LLC 17,539 4.72 5,024 18.32
2025-08-15 13F Provenance Wealth Advisors, LLC 20 0.00 6 0.00
2025-08-11 13F Novak & Powell Financial Services, Inc. 0 -100.00 0
2025-08-06 13F New Millennium Group LLC 577 -5.10 160 3.92
2025-07-14 13F Proathlete Wealth Management Llc 94 26
2025-07-28 13F Perfromance Wealth Partners, LLC 37,913 -3.23 10,500 6.45
2025-07-24 13F Grand Wealth Management, Llc 91 -22.88 25 -13.79
2025-07-31 13F Cornerstone Management, Inc. 28,401 7.65 7,865 18.41
2025-08-05 13F American Capital Advisory, LLC 15 0.00 4 33.33
2025-07-28 13F Ritholtz Wealth Management 1,830 -3.43 507 6.08
2025-08-06 13F Hallmark Capital Management Inc 6,260 -3.08 1,734 6.58
2025-07-29 13F Angeles Wealth Management, Llc 2,601 228.41 720 261.81
2025-08-06 13F Adviser Investments LLC 357,304 7.11 98,952 17.81
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 1,494 -13.34 414 -4.84
2025-05-01 13F Schechter Investment Advisors, LLC 4,039 18.13 1,017 6.17
2025-08-11 13F Avantax Planning Partners, Inc. 55,539 49.35 15,381 64.28
2025-07-14 13F Acropolis Investment Management, LLC 12,590 0.00 3,487 10.00
2025-08-12 13F/A Cozad Asset Management Inc 2,509 -0.95 695 8.95
2025-08-01 13F American Financial & Tax Strategies Inc 11,311 9.25 3,132 20.18
2025-07-21 13F Ashton Thomas Securities, Llc 51 0.00 14 16.67
2025-07-25 13F Northwest Capital Management Inc 0 -100.00 0
2025-07-29 13F Sigma Investment Counselors Inc 1,519 0.00 421 9.95
2025-07-29 13F Northeast Investment Management 2,061 -2.55 571 7.14
2025-08-13 13F Natixis Advisors, L.p. 80,143 -4.98 22 4.76
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 135,851 0.89 37,595 10.98
2025-07-31 13F City State Bank 210 0.00 58 11.54
2025-08-14 13F Visionary Wealth Advisors 5,663 5.16 1,568 15.72
2025-07-23 13F Hager Investment Management Services, Llc 0 -100.00 0
2025-07-29 13F Smithbridge Asset Management Inc/de 1,368 -74.13 379 -71.60
2025-07-30 13F Fingerlakes Wealth Management, Inc. 2,230 0.27 618 10.38
2025-08-04 13F One Day In July LLC 113,009 7.76 31,297 18.53
2025-08-18 13F Tactive Advisors, LLC 1,110 307
2025-08-13 13F Northern Trust Corp 37,165 48.79 10,292 63.68
2025-07-24 13F Horizon Bancorp Inc /in/ 931 -25.46 0
2025-07-23 13F Opulen Financial Group LLC 6,904 -1.19 1,912 8.64
2025-08-11 13F Wealthspire Advisors, LLC 364,162 -2.38 100,852 7.38
2025-04-28 13F Moody Lynn & Lieberson, Llc 0 -100.00 0
2025-08-14 13F Peapack Gladstone Financial Corp 54,722 -3.35 15 7.14
2025-08-13 13F Cresset Asset Management, LLC 88,749 -1.82 24,615 8.16
2025-08-13 13F River Wealth Advisors LLC 8,019 -61.32 2,221 -57.46
2025-08-14 13F Transamerica Financial Advisors, Inc. 15,085 12.52 4,178 139,133.33
2025-07-07 13F Peterson Wealth Advisors, LLC 847 234
2025-07-22 13F Checchi Capital Advisers, LLC 2,715 -5.89 752 3.44
2025-05-09 13F Delta Financial Group, Inc. 1,642 2.82 0
2025-08-05 13F Freestone Capital Holdings, LLC 1,296 -1.29 359 8.48
2025-08-27 NP VISGX - Vanguard Small-Cap Growth Index 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 1 0.00 0
2025-07-16 13F/A CX Institutional 34,872 36.95 10 50.00
2025-07-25 13F Cwm, Llc 54,415 -4.66 15 7.14
2025-05-14 13F Caitlin John, LLC 0 -100.00 0
2025-08-12 13F Goepper Burkhardt LLC 3,702 -14.46 1,025 -5.88
2025-07-31 13F Ground Swell Capital, LLC 0 -100.00 0 -100.00
2025-07-30 13F Wbh Advisory Inc 1,044 -11.75 289 -2.69
2025-07-31 13F Brian Low Financial Group, Llc 1,213 336
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 24,147 0.00 6,687 10.00
2025-07-25 13F Stephens Consulting, LLC 80 0.00 22 10.00
2025-08-14 13F Betterment LLC 17,111 3.12 5 0.00
2025-08-05 13F Key FInancial Inc 2,251 0.22 623 10.27
2025-08-12 13F Covington Investment Advisors Inc. 6,227 -0.24 2 0.00
2025-05-05 13F PCA Investment Advisory Services Inc. 0 -100.00 0
2025-08-05 13F Dravo Bay Llc 4,607 -3.42 1,276 6.25
2025-07-21 13F TFG Advisers LLC 995 -3.68 275 5.77
2025-08-14 13F Citadel Advisors Llc Call 9,500 115.91 2,631 137.58
2025-07-08 13F/A Salem Investment Counselors Inc 1,298 -36.31 360 -30.02
2025-08-14 13F Citadel Advisors Llc Put 1,300 -83.33 360 -81.66
2025-08-12 13F CIBC Private Wealth Group, LLC 54,883 -7.47 15,199 16.60
2025-07-09 13F Procyon Private Wealth Partners, LLC 2,524 -86.85 699 -85.56
2025-08-01 13F Belvedere Trading LLC Call 2,500 692
2025-07-18 13F Parsons Capital Management Inc/ri 842 -1.52 233 8.37
2025-08-07 13F Allworth Financial LP 5,925 39.54 1,641 56.79
2025-08-14 13F Atomi Financial Group, Inc. 37,842 -13.86 10,480 -5.24
2025-08-15 13F North Ridge Wealth Advisors, Inc. 400 0.00 111 10.00
2025-07-25 13F Wells Financial Advisors INC 1,237 -6.00 343 3.32
2025-08-13 13F MONECO Advisors, LLC 6,914 -5.05 1,915 4.42
2025-08-05 13F Tsfg, Llc 2,416 -6.47 1
2025-07-11 13F Harbour Capital Advisors, LLC 6,686 0.00 1,865 16.28
2025-08-05 13F Strategic Financial Concepts, LLC 959 -1.34 266 8.61
2025-07-25 13F Richardson Financial Services Inc. 6,824 -3.68 1,887 5.77
2025-08-14 13F Mariner, LLC 203,119 3.41 56,252 13.75
2025-08-13 13F IAG Wealth Partners, LLC 161 0.00 45 10.00
2025-07-16 13F Independent Wealth Network Inc. 4,113 7.22 1,139 18.03
2025-07-25 13F Ackerman Capital Advisors, LLC 18,533 18.88 5,133 30.75
2025-07-31 13F BIP Alliance, LLC 1,606 -2.37 445 7.25
2025-08-08 13F WP Advisors, LLC 38,551 -0.11 10,676 9.87
2025-07-10 13F Wedmont Private Capital 4,193 9.74 1,185 31.37
2025-08-12 13F TCTC Holdings, LLC 321 0.00 89 10.00
2025-07-09 13F Fermata Advisors, LLC 1,083 -87.85 300 -86.68
2025-07-25 13F Johnson Investment Counsel Inc 4,486 12.63 1,242 23.95
2025-08-07 13F McClarren Financial Advisors, Inc. 3,482 -0.40 964
2025-07-17 13F Alpine Bank Wealth Management 11,614 0.00 3,216 9.99
2025-08-14 13F Integrated Wealth Concepts LLC 7,853 0.59 2,175 10.64
2025-07-22 13F Valeo Financial Advisors, LLC 12,933 109.61 3,582 130.59
2025-08-13 13F American Money Management, LLC 1,132 -5.03 313 4.33
2025-08-14 13F Raymond James Financial Inc 443,257 -4.31 122,755 5.25
2025-08-13 13F F/M Investments LLC 740 205
2025-07-11 13F Kingstone Capital Partners Texas, LLC 14,380 3
2025-07-29 13F Stratos Wealth Advisors, LLC 15,342 -3.49 4,249 6.15
2025-07-31 13F Optimum Investment Advisors 39 -50.63 11 -47.37
2025-07-28 13F Cutler Investment Counsel Llc 1,266 0.00 351 10.38
2025-04-21 13F O'Dell Group, LLC 0 -100.00 0
2025-07-10 13F Kozak & Associates, Inc. 1 0.00 0
2025-08-13 13F Smith, Moore & Co. 1,138 -6.95 315 2.61
2025-08-14 13F Dearborn Partners Llc 0 -100.00 0
2025-07-17 13F HB Wealth Management, LLC 28,893 -3.66 8,002 5.97
2025-08-04 13F JDM Financial Group LLC 108 0.00 30 7.41
2025-08-08 13F Bailard, Inc. 17,766 4,920
2025-07-22 13F Beacon Financial Advisory LLC 1,677 -14.70 464 -6.07
2025-08-13 13F 1832 Asset Management L.P. 222,653 1.72 61,662 11.89
2025-08-05 13F Mission Wealth Management, Lp 7,614 80.13 2,109 98.12
2025-08-05 13F Verity Asset Management, Inc. 897 -74.55 249 -72.04
2025-07-15 13F Kentucky Trust Co 8 2
2025-05-01 13F APCM Wealth Management for Individuals 0 -100.00 0
2025-08-12 13F Farmers National Bank 1,018 8.88 282 19.57
2025-08-06 13F Hoxton Planning & Management, LLC 736 204
2025-08-13 13F My Purposeful Wealth Corp. 3,203 91.11 899 113.54
2025-08-14 13F Fiduciary Trust Co 3,062 -11.61 848 -2.87
2025-07-30 13F White Lighthouse Investment Management Inc. 807 224
2025-07-11 13F Pinnacle Bancorp, Inc. 1,547 -2.15 429 7.54
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 10 -65.52 3 -71.43
2025-07-18 13F Vigilare Wealth Management 800 0.00 222 9.95
2025-07-24 13F PDS Planning, Inc 1,087 0.00 301 10.26
2025-07-23 13F Stephen J. Garry & Associates, Llc 15,558 -1.24 4,309 8.62
2025-07-21 13F Ameriflex Group, Inc. 164 -73.51 45 -70.97
2025-08-20 13F/A Coppell Advisory Solutions LLC 1,210 -4.72 334 5.70
2025-07-23 13F Matisse Capital 9,554 0.00 2,646 9.98
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 894 2.17 248 12.27
2025-08-08 13F Financial Gravity Companies, Inc. 106 -41.11 29 -42.00
2025-07-09 13F Christopher J. Hasenberg, Inc 8 300.00 2
2025-08-13 13F Wealthedge Investment Advisors, Llc 5,726 0.14 1,586 10.15
2025-08-15 13F Northeast Financial Consultants Inc 4,040 -12.69 1,119 -3.95
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 55,266 5.60 15,305 16.16
2025-08-06 13F/A Headland Capital, LLC 1,464 -2.20 405 7.71
2025-07-23 13F Ti-trust, Inc 899 -5.77 249 3.33
2025-08-06 13F Golden State Wealth Management, LLC 1,104 -4.25 306 5.17
2025-07-08 13F Nbc Securities, Inc. 144 0.00 0
2025-08-07 13F Meeder Advisory Services, Inc. 0 -100.00 0
2025-07-17 13F Janney Montgomery Scott LLC 40,585 -22.05 11 -15.38
2025-07-18 13F BSW Wealth Partners 3,505 0.00 971 9.98
2025-08-13 13F Royal Fund Management, LLC 4,259 -4.83 1,186 4.13
2025-07-14 13F Abound Wealth Management 192 0.00 53 10.42
2025-08-15 13F Binnacle Investments Inc 1,287 -3.81 356 5.95
2025-07-23 13F Mainsail Asset Management, Llc 17,459 2.40 4,835 12.65
2025-07-24 13F Capital Advisors, Ltd. LLC 684 -0.73 0
2025-08-08 13F Creative Planning 112,671 -2.64 31,203 7.09
2025-08-13 13F Hsbc Holdings Plc 1,348 0.00 373 10.03
2025-08-14 13F Essential Planning, LLC. 16,863 -0.63 4,670 9.29
2025-08-19 13F Anchor Investment Management, LLC 2,005 1.67 555 11.90
2025-08-11 13F VSM Wealth Advisory, LLC 53,961 8,125.76 12,788 7,649.70
2025-08-13 13F Wambolt & Associates, LLC 1,194 -5.61 330 3.13
2025-07-08 13F Peirce Capital Management, LLC 758 210
2025-07-17 13F Oakworth Capital, Inc. 0 -100.00 0 -100.00
2025-07-25 13F Sequoia Financial Advisors, LLC 2,475 0.20 685 10.31
2025-07-18 13F First United Bank Trust/ 3,284 -15.84 909 -7.43
2025-08-06 13F Legacy Investment Solutions, LLC 33 0.00 9 0.00
2025-08-14 13F Jane Street Group, Llc 17,085 4,732
2025-07-23 13F Capital Management Associates, Inc 23,027 -0.59 6,377 9.34
2025-08-13 13F Holos Integrated Wealth LLC 711 0.00 198 10.61
2025-07-11 13F Seacrest Wealth Management, Llc 844 234
2025-08-01 13F Gwn Securities Inc. 3,430 85.01 958 104.49
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 2,868 55.03 794 70.75
2025-07-22 13F Belpointe Asset Management LLC 4,753 -30.33 1,316 -23.35
2025-08-13 13F Custom Index Systems, Llc 1,988 6.03 551 16.53
2025-05-09 13F Novus Advisors, Llc 0 -100.00 0
2025-08-12 13F Mcdonald Partners Llc 846 234
2025-08-13 13F Rinkey Investments 2,066 0.00 572 10.00
2025-08-06 13F Simmons Bank 7,220 -7.26 1,999 1.99
2025-07-07 13F Trust Co 4,051 -6.18 1,122 3.13
2025-08-08 13F Hartland & Co., LLC 1,699 13.57 471 25.00
2025-07-10 13F Hurlow Wealth Management Group, Inc. 1,072 -1.29 297 8.42
2025-07-08 13F Madison Park Capital Advisors, LLC 776 215
2025-07-22 13F Jamison Private Wealth Management, Inc. 1,349 -9.52 374 -0.53
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 10,158 19.07 2,813 31.02
2025-08-29 13F Centaurus Financial, Inc. 3,824 11.00 1
2025-04-21 13F Riverbridge Partners Llc 0 -100.00 0
2025-08-12 13F J.w. Cole Advisors, Inc. 8,620 28.60 2,387 41.49
2025-08-12 13F SRS Capital Advisors, Inc. 28,655 13.99 8,880 40.29
2025-08-05 13F Cassaday & Co Wealth Management LLC 2,477 -40.04 686 -34.13
2025-08-14 13F Silvercrest Asset Management Group Llc 1,974 -4.50 547 5.00
2025-08-08 13F Petix & Botte Co 1,792 0.00 496 9.98
2025-08-11 13F Mosaic Family Wealth Partners, Llc 120,455 -0.27 33,359 9.70
2025-07-23 13F Arcadia Investment Advisors Llc 810 0.00 224 10.34
2025-08-13 13F Trustmark National Bank Trust Department 11,481 -0.86 3,180 9.06
2025-08-14 13F IPG Investment Advisors LLC 1,091 0.00 303 10.22
2025-08-08 13F Kaizen Financial Strategies 1,130 -38.22 313 -32.17
2025-07-25 13F Apollon Wealth Management, LLC 9,265 -1.38 2,566 8.46
2025-08-14 13F Ancora Advisors, LLC 392 0.00 109 10.20
2025-05-16 13F Coordinated Financial Services, Inc./CO 2,265 5.74 570 6.54
2025-07-16 13F Perigon Wealth Management, LLC 15,128 -5.09 4,190 4.41
2025-04-29 13F Penserra Capital Management LLC 0 -100.00 0
2025-07-31 13F Waldron Private Wealth LLC 93,198 -0.46 25,850 9.66
2025-07-29 13F TFC Financial Management 639 15.34 177 26.62
2025-08-06 13F SOUTH STATE Corp 310 70.33 86 88.89
2025-08-08 13F Keyvantage Wealth, Llc 2,575 0.00 713 10.03
2025-07-17 13F Eclectic Associates Inc /adv 17,879 3.54 4,951 13.89
2025-07-15 13F Total Wealth Planning, Llc 67,981 5.49 18,827 16.04
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 251 0.00 69 9.52
2025-08-04 13F IFG Advisory, LLC 1,929 9.60 534 20.54
2025-08-13 13F Brown Advisory Inc 18,937 40.70 5,244 54.78
2025-08-18 13F Geneos Wealth Management Inc. 15,271 19.73 4,229 31.70
2025-07-10 13F Kmg Fiduciary Partners, Llc 890 0.00 246 9.82
2025-08-26 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 5,931 -58.03 1,643 -53.85
2025-08-13 13F Everstar Asset Management, LLC 2,115 -13.85 586 -5.34
2025-07-28 13F SFG Wealth Management, LLC. 3,672 -0.54 1,017 9.36
2025-05-14 13F One Capital Management, LLC 0 -100.00 0
2025-08-19 13F Wealth Group, Ltd. 0 -100.00 0
2025-04-15 13F Corrigan Financial, Inc. 51,725 3.89 13,023 -6.61
2025-07-01 13F Harbor Investment Advisory, Llc 4,354 12.68 1,206 23.97
2025-07-23 13F Fluent Financial, LLC 0 -100.00 0
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-07-09 13F Towerpoint Wealth, LLC 28,883 3.88 7,999 14.26
2025-07-16 13F Vision Capital Management, Inc. 103,739 1.32 28,729 11.45
2025-05-14 13F Dixon Mitchell Investment Counsel Inc. 0 -100.00 0
2025-07-29 13F Private Trust Co Na 1,004 -1.76 278 7.78
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1,463 10.08 405 21.26
2025-08-04 13F Northwest Financial Advisors 1,135 -25.67 314 -18.23
2025-07-23 13F Joel Isaacson & Co., LLC 18,480 0.60 5,118 10.64
2025-07-16 13F Tenret Co LLC 15,846 -12.32 4,388 -3.54
2025-08-12 13F BlackRock, Inc. 358 -26.49 99 -18.85
2025-08-26 13F/A Thrivent Financial For Lutherans 11,432 3
2025-04-30 13F J Hagan Capital, Inc. 1,163 326
2025-07-22 13F Apexium Financial, Lp 830 -2.58 230 7.01
2025-08-01 13F Unconventional Investor, LLC 1,692 0.00 469 9.86
2025-08-12 13F Clearwater Capital Advisors, LLC 1,482 -2.31 410 7.61
2025-08-12 13F Choate Investment Advisors 2,224 0.00 616 10.02
2025-08-12 13F Argent Trust Co 6,588 -10.01 1,824 -1.03
2025-08-14 13F Vident Advisory, LLC 899 0.00 249 10.18
2025-08-06 13F Soltis Investment Advisors LLC 1,017 0.79 282 10.63
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 38,433 -2.02 10,644 7.77
2025-08-11 13F TAGStone Capital, Inc. 12,024 -1.18 3,354 111,700.00
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100.00 0
2025-08-08 13F Thrive Capital Management, LLC 9,338 2,586
2025-08-07 13F Topel & Distasi Wealth Management, LLC 0 -100.00 0
2025-08-12 13F Passive Capital Management, LLC. 1,330 0.00 368 9.88
2025-07-22 13F Olistico Wealth, LLC 37 0.00 10 11.11
2025-07-29 13F Aspiriant, Llc 4,972 0.00 1,377 9.99
2025-08-08 13F Atlantic Trust, LLC 11 -50.00 3 -60.00
2025-08-08 13F Citizens Financial Group Inc/ri 11,771 3.52 3,265 14.05
2025-08-13 13F Fisher Asset Management, LLC 928 257
2025-08-07 13F Everhart Financial Group, Inc. 19,633 15.57 5,437 27.12
2025-07-10 13F Oldfather Financial Services, LLC 2,012 60.32 557 76.83
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 542 0.00 150 10.29
2025-08-11 13F Aviso Wealth Management 2,335 0.00 647 10.05
2025-07-15 13F Ballentine Partners, LLC 2,709 11.02 750 22.15
2025-07-31 13F Lee Danner & Bass Inc 2,076 0.00 575 9.96
2025-08-11 13F Aptus Capital Advisors, LLC 6,521 3.67 1,806 14.02
2025-07-15 13F BCS Wealth Management 2,992 0.00 1
2025-06-03 13F Invst, LLC 10,322 -84.04 2,599 -85.66
2025-07-22 13F PUREfi Wealth, LLC 1,039 0.00 288 9.96
2025-07-17 13F/A Capital Investment Advisors, LLC 1,232 32.19 341 45.73
2025-08-14 13F MidWestOne Financial Group, Inc. 2,154 -27.77 597 -20.53
2025-08-12 13F Vestor Capital, Llc 27 -83.64 0
2025-08-07 13F Fidelis Capital Partners, LLC 1,787 58.00 502 79.57
2025-08-04 13F Kovack Advisors, Inc. 1,581 -2.53 438 7.11
2025-08-14 13F Marshall Investment Management, Llc 0 -100.00 0
2025-07-09 13F WealthCare Investment Partners, LLC 3,236 911
2025-07-18 13F Trilogy Capital Inc. 1,343 10.72 372 21.64
2025-08-14 13F Fmr Llc 54,695 -4.14 15,147 5.44
2025-08-13 13F Grove Street Fiduciary, LLC 1,319 0.00 365 9.94
2025-08-11 13F Portside Wealth Group, LLC 0 -100.00 0
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 996 0.00 276 10.00
2025-07-17 13F Beacon Capital Management, LLC 49 -77.21 14 -75.93
2025-07-21 13F Old Second National Bank Of Aurora 369 -13.18 102 -4.67
2025-08-06 13F Convergence Financial, LLC 960 2.56 266 12.77
2025-08-14 13F Glen Eagle Advisors, LLC 145 -16.67 40 -6.98
2025-07-16 13F Signaturefd, Llc 1,438 0.00 398 9.94
2025-07-29 13F Werba Rubin Papier Wealth Management 6,017 4.15 1,666 14.58
2025-04-11 13F Safeguard Financial, LLC 72,790 8.41 18,326 -2.54
2025-07-30 13F Retirement Planning Group 3,887 -23.48 1,076 -15.81
2025-08-07 13F Sound View Wealth Advisors Group, LLC 1,193 0.00 330 10.00
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 4,078 -59.24 1,129 -55.16
2025-04-16 13F West Branch Capital LLC 0 -100.00 0
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 12,905 3.43 3,574 13.75
2025-08-14 13F DecisionPoint Financial, LLC 10 0.00 3 0.00
2025-05-09 13F Prime Buchholz LLC 0 -100.00 0
2025-07-22 13F/A Elser Financial Planning, Inc 888 246
2025-07-24 13F Us Bancorp \de\ 176,481 -0.11 48,889 9.88
2025-08-07 13F Nwam Llc 1,251 -43.85 358 -36.36
2025-08-15 13F Strategic Investment Advisors / MI 26,115 10.52 7,246 21.80
2025-08-13 13F Philadelphia Trust Co 783 0
2025-08-14 13F Smartleaf Asset Management LLC 1,730 -15.28 478 -7.56
2025-07-17 13F ERn Financial, LLC 3,408 -0.73 944 9.14
2025-08-05 13F Geneva Capital Management Llc 1,067 295
2025-08-14 13F Stifel Financial Corp 134,684 -2.33 37,301 7.44
2025-07-21 13F Greenwood Capital Associates Llc 9,382 -1.47 2,598 8.39
2025-08-19 13F Newbridge Financial Services Group, Inc. 25,292 18.18 7,004 29.99
2025-08-11 13F NewEdge Wealth, LLC 3,160 -1.53 885 9.54
2025-07-14 13F GAMMA Investing LLC 241 62.84 67 78.38
2025-08-06 13F Horizon Investment Services, LLC 808 0.00 224 9.85
2025-07-10 13F Professional Financial Advisors, LLC 825 228
2025-07-23 13F Wheelhouse Advisory Group LLC 1,897 -2.57 526 7.14
2025-08-07 13F Sierra Ocean, Llc 625 0.00 173 10.19
2025-08-12 13F Country Trust Bank 76 0.00 21 10.53
2025-05-02 13F Graypoint LLC 0 -100.00 0 -100.00
2025-07-24 13F Robertson Stephens Wealth Management, LLC 25,510 -4.28 7,075 5.46
2025-07-30 13F Cullen/frost Bankers, Inc. 47,743 3.64 13,222 13.99
2025-08-14 13F Matrix Private Capital Group Llc 145 0.00 40 11.11
2025-07-29 13F Activest Wealth Management 0 0
2025-08-14 13F Talon Private Wealth, LLC 4,153 -36.73 1,150 -31.14
2025-08-11 13F Strategic Wealth Partners, Ltd. 424 117
2025-08-13 13F Tobias Financial Advisors, Inc. 7,169 48.70 1,985 63.64
2025-07-23 13F Steel Peak Wealth Management LLC 1,379 -14.82 382 -6.14
2025-08-07 13F Fonville Wealth Management LLC 1,105 306
2025-08-11 13F Morling Financial Advisors, LLC 0 -100.00 0
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12,747 16.74 3,530 28.41
2025-08-14 13F Adventist Health System/ West 55,720 0.00 15,431 10.00
2025-07-22 13F Stanich Group LLC 4,538 -14.64 1,276 -4.63
2025-07-07 13F Avenue 1 Advisors, LLC 38,217 6.28 10,584 16.90
2025-07-17 13F Global Trust Asset Management, LLC 1,007 0.00 279 9.88
2025-07-31 13F Oak Harbor Wealth Partners, Llc 80 0.00 22 10.00
2025-07-25 13F Keener Financial Planning LLC 87 0
2025-08-08 13F Thoroughbred Financial Services, Llc 1,563 62.64 0
2025-08-20 13F Forefront Wealth Partners, LLC 1,276 0.55 357 11.91
2025-05-13 13F Garrison Point Advisors, Llc 0 -100.00 0
2025-07-11 13F BTC Capital Management, Inc. 7,407 -1.87 2,051 7.95
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 64,839 13.52 17,957 24.87
2025-07-22 13F Accel Wealth Management 8,044 4.30 2,228 14.73
2025-08-05 13F Sigma Planning Corp 1,346 -1.39 373 8.45
2025-08-11 13F Regal Investment Advisors LLC 3,028 46.85 839 61.46
2025-07-09 13F Wolff Financial Management Llc 20,256 0.00 6 0.00
2025-07-15 13F/A Kure Advisory, LLC 3,453 31.94 956 45.29
2025-07-23 13F Intergy Private Wealth, LLC 3,948 3.87 1,093 14.33
2025-07-17 13F Summit Financial Strategies, Inc. 139,511 2.36 38,636 12.60
2025-08-11 13F Rockbridge Investment Management, LCC 1,873 -0.53 519 9.28
2025-08-14 13F First Manhattan Co 1,828 2.35 507 12.92
2025-07-14 13F Chapin Davis, Inc. 1,078 0.00 299 9.96
2025-07-24 13F Jfs Wealth Advisors, Llc 1,467 8.67 406 19.76
2025-07-29 13F Creekside Partners 7,579 -0.25 2,099 9.73
2025-07-14 13F Argentarii, LLC 1,097 304
2025-08-04 13F Partners in Financial Planning 66,568 2.13 18,435 12.35
2025-08-11 13F Principal Securities, Inc. 1,926 9.74 533 8.55
2025-08-05 13F Huntington National Bank 3,047 0.20
2025-08-05 13F Fourth Dimension Wealth, LLC 1,853 -28.43 513 -21.20
2025-08-06 13F Stonebridge Financial Planning Group, LLC 3,428 -10.00 949 -1.04
2025-08-07 13F Midwest Trust Co 10,808 2,993
2025-07-18 13F Marino, Stram & Associates Llc 1,376 22.31 381 34.28
2025-07-15 13F Mather Group, Llc. 611,559 -23.82 169,365 -16.21
2025-08-05 13F Plante Moran Financial Advisors, LLC 4,168 -4.16 1,154 5.39
2025-07-23 13F Wealth Management Nebraska 0 -100.00 0
2025-08-01 13F Stuart Chaussee & Associates, Inc. 0 -100.00 0
2025-08-14 13F LifePlan Investment Advisors, Inc. 14,681 -0.35 4,066 9.60
2025-07-31 13F Wealthfront Advisers Llc 18,341 -11.91 5,079 -3.09
2025-07-29 13F Koshinski Asset Management, Inc. 2,746 0.00 760 9.99
2025-08-14 13F Glenmede Investment Management, LP 22,783 6,310
2025-07-18 13F Martel Wealth Advisors Inc 14,223 5.46 3,939 15.99
2025-07-31 13F Buckingham Strategic Partners 34,421 5.32 9,533 15.85
2025-08-01 13F GoalVest Advisory LLC 0 -100.00 0
2025-07-24 13F Agate Pass Investment Management, LLC 1,378 0.00 382 10.12
2025-08-01 13F Transcend Wealth Collective, Llc 6,149 -0.93 1,703 8.96
2025-07-09 13F Dynamic Advisor Solutions LLC 2,535 55.62 702 71.22
2025-07-24 13F rebel Financial LLC 10,152 2,816
2025-08-13 13F Renaissance Technologies Llc 0 -100.00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 3,279 -8.89 908 0.22
2025-08-13 13F Orleans Capital Management Corp/la 1,100 305
2025-08-13 13F Shepherd Financial Partners LLC 1,841 0.00 510 9.94
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 541 -54.35 150 -50.00
2025-08-11 13F Pineridge Advisors LLC 17 0.00 5 0.00
2025-08-05 13F Transatlantique Private Wealth Llc 4,022 7.08 1,114 17.78
2025-04-25 13F MorganRosel Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 15,261 33.25 4,226 46.58
2025-08-13 13F Nicolet Advisory Services, Llc 1,519 -13.45 422 3.44
2025-07-24 13F Financial Connections Group, Inc. 6,230 -2.09 2 0.00
2025-08-12 13F PKS Advisory Services, LLC 3,892 9.60 1,078 20.60
2025-04-17 13F Rs Crum Inc. 49,004 -1.47 12,338 -11.42
2025-08-08 13F Kingsview Wealth Management, LLC 6,550 -13.70 1,814 -5.03
2025-08-14 13F Mpwm Advisory Solutions, Llc 0 -100.00 0
2025-04-29 13F Hm Payson & Co 808 0.00 203 -10.18
2025-07-23 13F InTrack Investment Management Inc 7,100 1,966
2025-08-08 13F ProVise Management Group, LLC 2,114 -12.21 585 -3.47
2025-08-14 13F Obsidian Personal Planning Solutions LLC 890 0.00 246 11.82
2025-07-09 13F Massmutual Trust Co Fsb/adv 32,621 -5.65 9,034 3.79
2025-08-12 13F WealthTrak Capital Management LLC 1,287 5.41 356 15.96
2025-08-13 13F Lido Advisors, LLC 5,051 51.73 1,400 66.95
2025-07-18 13F TruNorth Capital Management, LLC 16 0.00 4 0.00
2025-07-24 13F Gilliland Jeter Wealth Management LLC 2,483 -5.91 688 3.46
2025-08-14 13F Keebeck Wealth Management, LLC 1,386 16.86 384 28.86
2025-07-28 13F Sterling Financial Planning, Inc. 8,278 2.16 2,292 12.35
2025-07-15 13F Financial Management Professionals, Inc. 48 0.00 13 8.33
2025-07-14 13F CJM Wealth Advisers, Ltd. 17,856 -1.31 4,945 8.56
2025-07-15 13F Signet Financial Management, Llc 3,282 -7.16 909 2.02
2025-07-24 13F Game Plan Financial Advisors, LLC 25 0.00 7 0.00
2025-08-14 13F IHT Wealth Management, LLC 7,510 -12.65 2,080 -3.93
2025-07-29 13F Stratos Wealth Partners, LTD. 18,880 -5.84 5,229 3.57
2025-08-07 13F Cahill Financial Advisors Inc 5,707 10.52 1,580 21.54
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 19,461 -0.24 5,389 9.22
2025-07-14 13F AdvisorNet Financial, Inc 2,422 0.00 671 10.02
2025-08-05 13F Cherry Tree Wealth Management, LLC 88 0.00 24 9.09
2025-08-06 13F Savant Capital, LLC 77,082 231.71 21,347 264.91
2025-07-30 13F Fairway Wealth LLC 4 -95.40 1 -95.24
2025-08-14 13F Investmark Advisory Group LLC 3,895 -5.32 1,079 4.15
2025-04-29 NP EBI - Longview Advantage ETF 92 25
2025-07-09 13F Aaron Wealth Advisors LLC 57,801 -0.51 16,007 9.43
2025-08-08 13F Brickley Wealth Management 100,272 0.32 27,769 10.35
2025-07-22 13F Windward Private Wealth Management Inc. 2,541 -3.46 704 6.19
2025-08-14 13F Wealth Preservation Advisors, LLC 1,277 6.59 354 17.28
2025-08-06 13F Cloud Capital Management, LLC 0 -100.00 0
2025-07-16 13F Jentner Corp 102,457 2.64 28,374 12.90
2025-07-17 13F Mustard Seed Financial, LLC 7,115 13.15 1,971 24.45
2025-08-13 13F Flow Traders U.s. Llc 18,410 5
2025-08-11 13F Mill Creek Capital Advisors, LLC 316,818 -0.77 87,740 9.15
2025-08-12 13F Laurel Wealth Advisors LLC 9,140 27,596.97 0 -100.00
2025-08-13 13F Transce3nd, LLC 53 0.00 15 16.67
2025-07-17 13F Smith, Salley & Associates 726 201
2025-08-07 13F Apeiron RIA LLC 2,202 -0.81 610 9.14
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100.00 0 -100.00
2025-07-30 13F D.a. Davidson & Co. 13,440 7.17 3,722 17.90
2025-08-06 13F Wsfs Capital Management, Llc 875 242
2025-07-31 13F Sage Mountain Advisors LLC 5,638 0.00 1,561 10.01
2025-04-23 13F Financial Life Planners 0 -100.00 0
2025-08-12 13F Charles Schwab Investment Management Inc 108,643 -0.69 30,088 9.24
2025-08-06 13F Modera Wealth Management, LLC 62,325 -3.79 17,260 5.83
2025-07-31 13F Brighton Jones Llc 14,747 26.87 4,084 39.58
2025-07-15 13F Revisor Wealth Management LLC 5,133 -2.40 1,454 9.82
2025-08-01 13F Rossby Financial, LCC 81 -1.22 22 10.00
2025-08-12 13F Pathstone Holdings, LLC 117,815 1.85 32,627 11.89
2025-04-17 13F KC Investment Advisors, LLC 0 -100.00 0
2025-07-22 13F Valley National Advisers Inc 8,970 -16.24 2 0.00
2025-08-04 13F Keybank National Association/oh 8,759 2.60 2,426 12.84
2025-08-15 13F Captrust Financial Advisors 48,229 -5.36 13,357 4.10
2025-08-08 13F 1776 Wealth LLC 2,130 6.61 590 17.10
2025-04-22 13F Mendota Financial Group, LLC 0 -100.00 0
2025-03-12 13F/A Private Capital Management Llc 325 -2.40 81 -5.81
2025-07-18 13F Consolidated Portfolio Review Corp 6,598 0.18 1,827 10.19
2025-08-13 13F EverSource Wealth Advisors, LLC 30 -84.85 8 -83.67
2025-08-13 13F Northwestern Mutual Wealth Management Co 197,058 12.86 54,573 24.15
2025-08-14 13F Wallace Hart LLC 94 26
2025-08-06 13F Commonwealth Equity Services, Llc 270,703 -10.43 75 -2.63
2025-08-26 13F Zeit Capital LLC 16,636 0.96 4,607 11.07
2025-07-15 13F Bay Capital Advisors, LLC 3,631 -15.28 1,006 -6.77
2025-05-01 13F Quest 10 Wealth Builders, Inc. 63 0.00 16 -11.76
2025-07-29 13F BKM Wealth Management, LLC 3,209 6.12 889 16.69
2025-08-19 13F Asset Dedication, LLC 2,707 1.23 750 11.29
2025-07-15 13F GSB Wealth Management, LLC 4,332 -32.15 1,200 -25.39
2025-08-14 13F Quantinno Capital Management LP 8,340 -7.55 2,310 1.67
2025-08-11 13F PAX Financial Group, LLC 0 -100.00 0
2025-04-24 13F Wright Fund Managment, LLC 0 -100.00 0
2025-07-31 13F Leavell Investment Management, Inc. 5,803 -3.89 1,609 5.86
2025-04-09 13F Worth Asset Management, LLC 0 -100.00 0
2025-04-11 13F Davis Capital Management 6 0.00 2 0.00
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 1,175 -0.59 325 9.43
2025-08-08 13F Empower Advisory Group, LLC 2,973 -2.87 823 6.88
2025-07-15 13F Garrett Investment Advisors LLC 5,117 10.02 1,417 21.11
2025-07-18 13F Cohen Klingenstein LLC 678,870 0.02 188,006 10.02
2025-07-25 13F SPC Financial, Inc. 1,983 -96.66 549 -96.32
2025-08-11 13F FineMark National Bank & Trust 3,879 -29.96 1,074 -22.96
2025-07-28 13F Founders Grove Wealth Partners, Llc 4,849 11.19 1,343 22.33
2025-08-08 13F Truepoint, Inc. 4,003 0.35 1,109 10.36
2025-08-07 13F Winthrop Capital Management, LLC 5,852 4.54 2 0.00
2025-07-24 13F Invictus Private Wealth, Llc 1,098 -0.63 304 9.35
2025-08-06 13F AE Wealth Management LLC 5,751 11.19 1,593 22.27
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0 -100.00
2025-07-24 13F MSH Capital Advisors LLC 10,379 -1.84 2,874 7.96
2025-07-09 13F Sapient Capital Llc 1,489 1.02 413 11.05
2025-08-25 13F Silverlake Wealth Management Llc 1,743 -1.80 483 7.83
2025-07-09 13F Riversedge Advisors, Llc 12,319 -15.04 3,412 -6.55
2025-07-31 13F Jackson Hole Capital Partners, LLC 161 0.00 45 10.00
2025-08-11 13F TD Waterhouse Canada Inc. 0 -100.00 0
2025-08-12 13F Prudential Financial Inc 24,147 0.00 6,687 10.00
2025-05-02 13F Transcendent Capital Group LLC 0 -100.00 0
2025-08-06 13F Spurstone Advisory Services, LLC 2 0.00 1
2025-05-09 13F Advyzon Investment Management, LLC 0 -100.00 0
2025-07-22 13F Macroview Investment Management Llc 4,046 1.48 1,121 11.67
2025-07-17 13F LexAurum Advisors, LLC 732 203
2025-08-06 13F Wedbush Securities Inc 2,122 43.38 1
2025-07-22 13F Wells Trecaso Financial Group, LLC 6,275 1.11 1,738 11.20
2025-07-24 13F Morton Brown Family Wealth, LLC 38 0.00 11 11.11
2025-08-14 13F Financial Advisors Network, Inc. 18,950 6.25 5,248 16.88
2025-07-16 13F Essex Financial Services, Inc. 838 -1.18 232 8.92
2025-07-25 13F Hazlett, Burt & Watson, Inc. 649 -0.76 0
2025-07-25 13F Atria Wealth Solutions, Inc. 7,105 -4.50 1,986 5.98
2025-08-07 13F Curtis Advisory Group, LLC 7,190 -2.44 1,991 7.33
2025-07-09 13F Channel Wealth Llc 723 200
2025-07-21 13F Warner Financial, Inc 12,519 -1.25 3 0.00
2025-07-24 13F Galvin, Gaustad & Stein, LLC 864 0.00 239 10.14
2025-08-14 13F ICONIQ Capital, LLC 1,129 -0.35 313 9.47
2025-08-12 13F Atlantic Family Wealth, Llc 3,644 1.79 1,009 11.99
2025-08-12 13F Holderness Investments Co 14,822 -1.13 4,105 8.74
2025-08-07 13F Hughes Financial Services, LLC 0 -100.00 0
2025-08-13 13F Financial Freedom, LLC 1,873 0.00 519 9.98
2025-08-11 13F SFI Advisors, LLC 1,276 -63.75 353 -60.16
2025-07-14 13F Friday Financial 2,899 0.00 803 7.65
2025-05-12 13F Sandy Spring Bank 406 -3.56 102 -12.82
2025-07-30 13F MEMBERS Trust Co 21,186 -16.94 5,867 -8.63
2025-08-14 13F NCP Inc. 2,058 -3.47 570 6.16
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 7,375 -0.70 2,042 9.26
2025-05-12 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-08-01 13F Envestnet Asset Management Inc 635,254 -3.27 175,902 6.39
2025-07-14 13F Painted Porch Advisors LLC 26 13.04 7 40.00
2025-07-23 13F Ironwood Financial, llc 3,025 0.00 762 0.00
2025-07-30 13F/A KPP Advisory Services LLC 9,887 -3.62 2,738 6.04
2025-08-08 13F SBI Securities Co., Ltd. 2,027 -13.00 561 -4.27
2025-08-04 13F BLB&B Advisors, LLC 2,735 2.78 757 13.15
2025-07-23 13F Country Club Bank /gfn 4,815 0.00 1,330 9.11
2025-08-11 13F Vanguard Group Inc 8,567 -0.61 2,373 9.31
2025-07-28 13F Fairman Group, LLC 442 -75.49 123 -75.79
2025-07-11 13F Caldwell Securities, Inc 204 0.00 56 9.80
2025-08-04 13F Atria Investments Llc 62,789 4.71 17,389 15.18
2025-08-14 13F Lazard Asset Management Llc 448 0.00 0
2025-08-14 13F FC Advisory LLC 41,185 0.07 11,406 10.07
2025-07-24 13F IFP Advisors, Inc 32,280 155.34 8,952 180.36
2025-08-13 13F Milestone Investment Advisors LLC 388 -47.64 107 -42.47
2025-05-12 13F Richard W. Paul & Associates, LLC 0 -100.00 0
2025-07-17 13F XY Planning Network, Inc. 2,670 739
2025-05-12 13F Empirical Asset Management, LLC 0 -100.00 0
2025-05-15 13F Glenmede Trust Co Na 21,075 -6.37 5,306 -15.83
2025-07-23 13F WoodTrust Financial Corp 0 -100.00 0
2025-08-13 13F Stenger Family Office, LLC 2,716 236
2025-07-16 13F Magnus Financial Group LLC 2,407 0.92 667 11.00
2025-08-13 13F Level Four Advisory Services, Llc 4,175 0.36 1,156 10.41
2025-08-05 13F Bank of New York Mellon Corp 15,299 -18.06 4,237 -9.87
2025-08-14 13F Main Street Financial Solutions, LLC 3,573 37.90 990 51.69
2025-07-22 13F Wealthcare Advisory Partners LLC 5,987 -54.67 1,658 -50.17
2025-08-14 13F Gotham Asset Management, LLC 3,230 895
2025-07-23 13F TPG Financial Advisors, LLC 860 -1.83 238 8.18
2025-07-29 13F International Assets Investment Management, Llc 914 12.98 253 24.63
2025-08-05 13F Tiaa Trust, National Association 493,193 4.98 136,584 15.48
2025-08-11 13F Brown Wealth Management, Llc 9,095 -30.43 2,519 -23.49
2025-08-14 13F Financial Advisory Service, Inc. 9,152 1.09 2,535 11.19
2025-07-25 13F Concurrent Investment Advisors, LLC 8,334 13.82 2,308 25.23
2025-07-21 13F Jmac Enterprises Llc 35,264 -2.99 9,766 6.71
2025-08-08 13F Tortoise Investment Management, LLC 120 0.00 33 10.00
2025-07-22 13F Miracle Mile Advisors, LLC 1,408 390
2025-08-04 13F Evergreen Wealth Management, LLC 3,752 -2.39 1,039 7.45
2025-08-13 13F American Investment Services, Inc. 0 -100.00 0
2025-07-15 13F MCF Advisors LLC 34 0.00 9 12.50
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 -100.00 0
2025-06-30 NP PFSMX - RiskPro® PFG 30+ Fund Class R 8,486 5.90 2,104 -10.01
2025-08-19 13F Advisory Services Network, LLC 18,943 -0.12 5,349 12.04
2025-08-07 13F Argent Advisors, Inc. 905 0.00 251 10.13
2025-08-11 13F WPG Advisers, LLC 789 -4.48 219 5.31
2025-09-03 13F American Trust 3,450 955
2025-04-28 13F Pinnacle Financial Partners Inc 21,601 -0.41 5,438 -10.47
2025-05-14 13F Dorsey & Whitney Trust CO LLC 0 -100.00 0
2025-07-28 13F Triton Wealth Management, PLLC 730 -1.35 208 -1.43
2025-07-25 13F Meritage Portfolio Management 18,217 29.32 5,045 42.27
2025-07-08 13F Juncture Wealth Strategies, Llc 11,214 -19.72 3,106 -11.69
2025-08-14 13F Mercer Global Advisors Inc /adv 40,098 -6.90 11,107 2.64
2025-07-31 13F Hoge Financial Services, Llc 2,494 -0.80 691 9.18
2025-07-24 13F Von Berge Wealth Management Group, LLC 902 0.11 256 14.86
2025-08-12 13F Founders Financial Alliance, LLC 35 -7.89 10 0.00
2025-07-11 13F Busey Wealth Management 2,891 0.00 801 10.04
2025-09-04 13F/A Advisor Group Holdings, Inc. 314,935 63.91 84,717 74.91
2025-07-16 13F Kennicott Capital Management Llc 4,709 0.00 1,304 10.04
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 161 -50.61 45 -46.34
2025-08-11 13F Blue Bell Private Wealth Management, Llc 21 0.00 6 0.00
2025-08-11 13F Shoker Investment Counsel, Inc. 3,052 -1.52 845 8.33
2025-07-24 13F NavPoint Financial, Inc. 1,332 0.00 369 9.85
2025-07-15 13F RTD Financial Advisors, Inc. 14,117 19.86 3,910 31.84
2025-07-21 13F Ameritas Advisory Services, LLC 2,124 -46.19 588 -45.56
2025-08-14 13F Operose Advisors LLC 210 39.07 58 52.63
2025-07-10 13F American Financial Advisors, LLC 130,876 -1.64 36,245 8.19
2025-08-18 13F Pacific Center for Financial Services 0 -100.00 0
2025-07-31 13F Whipplewood Advisors, LLC 848 1,530.77 235 9.86
2025-08-14 13F Aspen Grove Capital, LLC 1,505 -36.98 417 -30.62
2025-07-17 13F SC&H Financial Advisors, Inc. 779 216
2025-08-14 13F Royal Bank Of Canada 285,420 -71.12 79,044 -68.23
2025-07-09 13F Inspirion Wealth Advisors, Llc 111,949 -0.61 31,003 9.33
2025-07-14 13F Foster Group, Inc. 889 246
2025-07-21 13F Ascent Group, LLC 756 209
2025-07-30 13F Jacobsen Capital Management 40,542 10.60 11,228 21.66
2025-07-30 13F Brookstone Capital Management 4,485 -37.35 1,242 -31.08
2025-07-24 13F Ronald Blue Trust, Inc. 3,627 7.40 1,004 18.12
2025-08-12 13F NFP Retirement, Inc. 6,446 -3.01 1,785 6.69
2025-08-01 13F Financial Counselors Inc 0 -100.00 0 -100.00
2025-04-21 13F Means Investment Co., Inc. 0 -100.00 0
2025-08-08 13F WASHINGTON TRUST Co 0 -100.00 0
2025-08-12 13F Fairscale Capital, LLC 568 5.19 160 18.52
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 63 1.61 17 13.33
2025-08-14 13F Ausdal Financial Partners, Inc. 5,822 -4.02 1,612 5.57
2025-08-06 13F Atlas Legacy Advisors, LLC 2,076 32.48 575 45.69
2025-08-13 13F Solutions 4 Wealth, Ltd 2,374 0.00 658 10.05
2025-08-14 13F Arete Wealth Advisors, LLC 2,440 -2.32 1
2025-07-25 13F Apollon Financial, LLC 923 -11.51 256 -2.67
2025-08-04 13F Daymark Wealth Partners, Llc 1,942 3.85 538 14.26
2025-07-31 13F Northstar Asset Management Llc 1,510 0.00 418 10.00
2025-08-13 13F Blueshift Asset Management, LLC 995 276
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Growth ETF 795 13.57 197 -3.43
2025-08-04 13F Pinnacle Associates Ltd 5,486 -11.33 1,519 -2.44
2025-08-04 13F Amplius Wealth Advisors, LLC 1,760 -40.38 487 -34.45
2025-07-18 13F Bartlett & Co. Wealth Management Llc 36,561 -1.08 10,129 8.86
2025-07-30 13F Pacific Sun Financial Corp 2,064 -2.37 572 7.33
2025-08-05 13F Ellevest, Inc. 0 -100.00 0
2025-07-31 13F Orion Capital Management LLC 379 0.00 105 9.47
2025-07-31 13F Opus Capital Group, LLC 4,765 -2.02 1 0.00
2025-08-14 13F AllSquare Wealth Management LLC 13 0.00 4 0.00
2025-07-18 13F Precision Wealth Strategies, LLC 883 245
2025-08-11 13F Compass Capital Corp /ma/ /adv 1,065 -23.05 297 -8.05
2025-07-24 13F McKinley Carter Wealth Services, Inc. 10,987 -1.52 3,043 8.33
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 200 0.00 55 10.00
2025-08-07 13F Prudent Man Investment Management, Inc. 14 0.00 4 0.00
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 6,836 -0.73 1,893 8.73
2025-08-13 13F Quest Investment Management Llc 52,660 0.00 14,584 9.99
2025-08-14 13F Headinvest, Llc 940 -13.44 260 -4.76
2025-05-14 13F Mosaic Financial Group, Llc 0 -100.00 0
2025-08-13 13F M&t Bank Corp 14,662 103.13 4,060 123.45
2025-07-18 13F Provident Wealth Management, LLC 1,620 0.00 449 10.07
2025-07-28 13F Mutual Advisors, LLC 3,692 4.15 1,060 21.14
2025-08-14 13F Cardiff Park Advisors, Llc 1,356 0.00 376 9.97
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 2,582 52.42 715 67.84
2025-07-29 13F Rodgers & Associates, LTD 132,244 5.43 36,624 15.97
2025-07-31 13F CVA Family Office, LLC 10 0.00 3 0.00
2025-07-17 13F Saxon Interests, Inc. 923 0.00 232 0.00
2025-07-09 13F Fiduciary Alliance LLC 4,391 1,216
2025-07-24 13F Eastern Bank 123 0.00 34 13.33
2025-07-29 13F SilverOak Wealth Management LLC 11,645 0.00 3,225 10.00
2025-08-14 13F Sei Investments Co 938,777 1.95 259,981 12.15
2025-07-29 13F Aire Advisors, Llc 10,901 21.50 3,019 33.66
2025-08-06 13F Atlantic Union Bankshares Corp 446 124
2025-07-21 13F Tower View Investment Management & Research LLC 12,810 -11.93 3,548 -3.14
2025-08-07 13F Commerce Bank 17,411 -1.75 4,822 8.07
2025-08-13 13F Wrenne Financial Planning LLC 3,973 -44.31 1,100 -38.75
2025-07-25 13F Pandora Wealth, Inc. 67 0.00 19 12.50
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 28,772 10.37 8 16.67
2025-07-18 13F O'ROURKE & COMPANY, Inc 2,520 -8.13 698 1.01
2025-07-22 13F Kessler Investment Group, LLC 27 0.00 7 16.67
2025-08-11 13F Pinnacle Financial Group, LLC / IL 5,083 -3.84 1,408 5.79
2025-07-22 13F Financial Insights, Inc. 1,463 -14.24 405 -5.59
2025-07-17 13F Albion Financial Group /ut 40 0.00 11 10.00
2025-08-29 13F Total Investment Management Inc 180 50
2025-08-12 13F Martin Worley Group 5,567 87.06 1,542 105.74
2025-07-17 13F Wagner Wealth Management, Llc 251 93.08 70 115.63
2025-07-17 13F Tritonpoint Wealth, Llc 6,328 -25.19 1,755 -17.57
2025-07-17 13F Fifth Third Securities, Inc. 17,013 -21.95 4,712 -14.14
2025-07-24 13F Blair William & Co/il 28,212 -1.47 7,813 8.39
2025-08-14 13F Glenview Trust Co 2,753 12.23 762 23.50
2025-07-22 13F USAdvisors Wealth Management, LLC 0 -100.00 0
2025-08-14 13F UBS Group AG 817,759 -5.48 226,470 3.96
2025-08-19 13F Cape Investment Advisory, Inc. 95 2.15 26 13.04
2025-07-22 13F Highland Capital Management, Llc 31,744 -1.03 8,791 8.88
2025-07-22 13F Merit Financial Group, LLC 96,816 348.87 26,812 393.78
2025-07-18 13F Nabity-Jensen Investment Management Inc 14,265 -0.01 3,951 10.00
2025-07-17 13F K2 Financial Inc. 1,497 -12.91 416 5.06
2025-08-11 13F United Capital Financial Advisers, Llc 153,774 -1.79 42,586 8.03
2025-08-13 13F StoneX Group Inc. 8,215 11.88 2,278 23.21
2025-08-12 13F Richmond Investment Services, LLC 2,694 93.26 747 112.54
2025-05-27 13F Advisors Capital Management, LLC 0 -100.00 0
2025-04-24 13F Decker Retirement Planning Inc. 0 -100.00 0
2025-08-12 13F Jefferies Financial Group Inc. 0 -100.00 0
2025-08-14 13F Williams Jones Wealth Management, LLC. 822 228
2025-04-23 13F Valmark Advisers, Inc. 0 -100.00 0
2025-08-12 13F One Charles Private Wealth Services, LLC 6,931 -1.74 1,919 8.11
2025-08-13 13F Ally Invest Advisors Inc. 11,901 3.97 3,296 14.33
2025-07-30 13F Blume Capital Management, Inc. 110 30
2025-07-11 13F LongView Wealth Management 1,548 1.64 429 11.75
2025-07-21 13F Qrg Capital Management, Inc. 2,457 -8.12 680 1.04
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