VUG - Vanguard Index Funds - Vanguard Growth ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

Vanguard Index Funds - Vanguard Growth ETF
US ˙ ARCA ˙ US9229087369

Mga Batayang Estadistika
Pemilik Institusional 2547 total, 2541 long only, 2 short only, 4 long/short - change of 2.16% MRQ
Alokasi Portofolio Rata-rata 1.5521 % - change of 3.18% MRQ
Saham Institusional (Jangka Panjang) 270,178,891 (ex 13D/G) - change of 13.98MM shares 5.46% MRQ
Nilai Institusional (Jangka Panjang) $ 110,676,976 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Vanguard Index Funds - Vanguard Growth ETF (US:VUG) memiliki 2547 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 270,178,891 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Jones Financial Companies Lllp, Morgan Stanley, Laurel Wealth Advisors LLC, Envestnet Asset Management Inc, Financial Engines Advisors L.L.C., UBS Group AG, LPL Financial LLC, Wells Fargo & Company/mn, and Ameriprise Financial Inc .

Struktur kepemilikan institusional Vanguard Index Funds - Vanguard Growth ETF (ARCA:VUG) 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 462.60 / share. Previously, on September 9, 2024, the share price was 360.66 / share. This represents an increase of 28.26% over that period.

VUG / Vanguard Index Funds - Vanguard 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.

VUG / Vanguard Index Funds - Vanguard 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 Clear Creek Financial Management, LLC 7,098 0.70 3,112 19.01
2025-07-09 13F David J Yvars Group 547 0.00 240 18.32
2025-08-14 13F Frisch Financial Group, Inc. 548 0.00 0
2025-07-25 13F NorthRock Partners, LLC 10,571 1.46 4,635 19.99
2025-08-13 13F Vantagepoint Investment Advisers Llc 8,500 0.00 3,726 18.25
2025-08-01 13F Liberty Wealth Management Llc 5,155 -92.54 2,259 23.86
2025-08-12 13F Atlas Capital Advisors Llc 392 0.00 172 17.93
2025-07-23 13F Indiana Trust & Investment Management CO 2,554 0.31 1,120 18.54
2025-08-07 13F Zions Bancorporation, National Association /ut/ 24,584 47.47 10,778 74.36
2025-07-08 13F TL Private Wealth 123,787 1.67 54,307 35.37
2025-05-09 13F Youngs Advisory Group, Inc. 0 -100.00 0
2025-07-17 13F Walker Asset Management, LLC 1,359 12.87 596 33.41
2025-08-13 13F Colonial Trust Advisors 1,608 -10.32 705 6.02
2025-07-15 13F Five Pine Wealth Management 35,322 1.35 15,494 19.89
2025-07-23 13F Financial Life Advisors 26,006 -0.66 11,401 17.45
2025-08-01 13F Clark Asset Management, LLC 185,017 10.32 81,112 30.42
2025-08-05 13F Pointe Capital Management LLC 1,295 0.00 568 18.13
2025-08-14 13F German American Bancorp, Inc. 1,838 0.00 806 18.21
2025-04-17 13F Life Planning Partners, Inc 0 -100.00 0 -100.00
2025-07-03 13F Fiduciary Financial Group, Llc 2,998 0.00 1,301 22.76
2025-07-28 13F Hamilton Point Investment Advisors, LLC 688 0.00 302 18.04
2025-04-23 13F Sabal Trust CO 4,928 -1.68 1,827 -11.18
2025-07-31 13F Richards, Merrill & Peterson, Inc. 121 0.00 53 20.45
2025-08-05 13F AAFCPAs Wealth Management, LLC 2,164 0.23 949 18.50
2025-08-05 13F Marshall Financial Group Inc /adv 32,680 -3.12 14,327 14.53
2025-08-14 13F CoreCap Advisors, LLC 76,103 2.82 33,364 21.56
2025-07-28 13F Sagespring Wealth Partners, Llc 5,275 22.22 2,312 44.50
2025-04-23 13F Ledyard National Bank 0 -100.00 0
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 100 0.00 44 16.22
2025-07-29 13F Orin Green Financial, LLC 4,617 -0.41 2,024 27.54
2025-08-12 13F Tarbox Family Office, Inc. 912 400
2025-05-12 13F Northwest Quadrant Wealth Management, LLC 0 -100.00 0
2025-07-25 13F Fifth Third Wealth Advisors LLC 14,873 22.83 6,520 45.21
2025-07-30 13F Patten Group, Inc. 710 0.00 311 18.25
2025-07-25 13F Presilium Private Wealth, Llc 145,810 -1.75 63,923 16.16
2025-08-14 13F Valley Financial Group, Inc. 549 -9.85 241 6.67
2025-07-08 13F Beacon Wealthcare LLC 1,565 0.00 686 18.28
2025-08-07 13F Davis R M Inc 6,349 -2.46 2,783 15.33
2025-08-14 13F Avant Capital LLC 4,480 -1.69 1,964 16.28
2025-07-10 13F Bath Savings Trust Co 24,456 -3.50 10,722 14.08
2025-07-14 13F Farmers Trust Co 2,847 -1.25 1,248 16.74
2025-08-04 13F Arkadios Wealth Advisors 18,281 -1.50 8,014 16.45
2025-07-29 13F Arista Wealth Management, LLC 49,193 21,566
2025-08-06 13F Mascagni Wealth Management, Inc. 2,296 -5.05 1,007 12.28
2025-08-13 13F Congress Wealth Management LLC / DE / 132,273 10.38 57,989 28.14
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100.00 0
2025-08-04 13F Linscomb & Williams, Inc. 3,189 21.44 1,398 43.68
2025-07-29 NP HFND - Unlimited HFND Multi-Strategy Return Tracker ETF 3,721 -40.62 1,537 -39.54
2025-08-08 13F Financial Life Planners 948 -11.07 415 5.06
2025-08-12 13F Sfmg, Llc 1,713 3.63 751 22.71
2025-07-28 13F Sagace Wealth Management LLC 7,181 10.53 3,148 30.68
2025-08-14 13F Wellington Management Group Llp 16,350 -71.11 7,168 -65.85
2025-07-29 13F Portland Financial Advisors Inc 1,134 0.00 497 18.33
2025-08-05 13F X-Square Capital, LLC 2,262 3.67 1
2025-08-12 13F Athena Investment Management 3,491 18.06 1,530 39.60
2025-07-17 13F Janney Capital Management LLC 569 0.00 0
2025-08-05 13F Sulzberger Capital Advisors, Inc. 808 -5.39 354 12.03
2025-08-15 13F/A Florida Financial Advisors, Llc 2,535 1.12 1,111 19.72
2025-08-06 13F Summit Investment Advisors, Inc. 528 0.19 235 15.84
2025-07-24 13F M. Kraus & Co 532 233
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 1,180 -4.92 517 12.39
2025-08-07 13F BOK Financial Private Wealth, Inc. 400,378 0.30 175,727 18.72
2025-07-24 13F JNBA Financial Advisors 91,250 0.36 40,004 18.65
2025-07-15 13F Patriot Investment Management Inc. 3,086 0.00 1,353 18.27
2025-08-27 13F Barnes Wealth Management Group, Inc 5,030 -4.39 2,205 13.08
2025-07-09 13F Capital Wealth Management, Llc 66,021 0.88 28,944 19.26
2025-08-05 13F Landmark Wealth Management, Inc. 1,218 -8.70 534 8.10
2025-08-13 13F Knuff & Co LLC 0 -100.00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 165,498 4.41 72,554 23.44
2025-07-16 13F ORG Partners LLC 6,801 -2.07 2,959 13.81
2025-08-04 13F HBK Sorce Advisory LLC 11,817 -5.89 5,181 11.25
2025-08-04 13F Center for Financial Planning, Inc. 8,850 0.00 3,880 18.23
2025-08-14 13F Evergreen Capital Management Llc 57,868 -24.94 25,398 -11.17
2025-07-29 13F MPS Loria Financial Planners, LLC 686 0.00 301 18.11
2025-07-18 13F Institute for Wealth Management, LLC. 9,193 -6.79 4,030 10.20
2025-08-14 13F Fort Point Capital Partners LLC 1,094 79.64 480 113.33
2025-05-02 13F Capital A Wealth Management, LLC 2 -95.24 1 -100.00
2025-08-06 13F Washington Trust Bank 576 0.00 253 18.31
2025-08-04 13F Integrity Alliance, Llc. 16,946 -49.48 7,429 -40.27
2025-07-22 13F Marks Group Wealth Management, Inc 4,969 -3.85 2,178 13.67
2025-08-04 13F REDW Wealth LLC 6,045 2.39 2,650 21.06
2025-07-31 13F Nilsine Partners, LLC 648 284
2025-07-16 13F Congress Asset Management Co /ma 4,390 77.66 1,925 110.04
2025-07-15 13F Td Private Client Wealth Llc 72,532 -3.63 31,798 13.93
2025-08-05 13F Scarborough Advisors, LLC 0 -100.00 0
2025-08-12 13F Bokf, Na 147,397 15.15 64,619 36.13
2025-04-22 13F Veridan Wealth LLC 10,486 4.46 3,888 -6.47
2025-07-15 13F McAdam, LLC 7,262 17.32 3,184 38.69
2025-07-30 13F Pittenger & Anderson Inc 1,938 8.09 850 27.86
2025-08-12 13F Planning Alternatives Ltd /adv 37,741 -4.81 16,546 12.54
2025-07-28 13F Essex LLC 1,324 0.00 581 18.13
2025-07-11 13F Westfuller Advisors, LLC 1,193 0.00 524 18.33
2025-07-10 13F Websterrogers Financial Advisors, Llc 67,226 1.56 29,472 20.07
2025-08-06 13F Round Rock Advisors, LLC 589 -29.55 258 -16.77
2025-08-05 13F GHP Investment Advisors, Inc. 7,214 0.29 3,163 18.56
2025-07-31 13F Carnegie Capital Asset Management, LLC 13,256 -3.74 5,811 25.78
2025-08-13 13F Green Harvest Asset Management LLC 7,243 3.40 3,175 22.26
2025-08-13 13F Kilter Group LLC 75 33
2025-08-01 13F Strategic Financial Services, Inc, 2,334 -7.27 1,023 9.65
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 182,351 -40.29 79,943 -29.41
2025-07-15 13F Marquette Asset Management, LLC 4,434 -2.64 1,944 15.11
2025-08-12 13F Resolute Wealth Strategies, LLC 796 0.00 349 18.31
2025-07-24 13F Lmcg Investments, Llc 733 2.81 321 21.59
2025-07-17 13F Montis Financial, LLC 1,815 0.00 796 18.13
2025-08-04 13F Spinnaker Trust 1,652 0.79 724 19.28
2025-08-08 13F Carl P. Sherr & Co., LLC 6,023 -0.90 2,640 17.18
2025-08-08 13F Stephenson & Company, Inc. 585 0.00 256 18.52
2025-08-11 13F Summit Wealth Partners, LLC 10,592 39.70 4,644 65.17
2025-08-07 13F Northwest Bancshares, Inc. 3,413 -2.32 1,496 15.52
2025-07-30 13F Canvas Wealth Advisors, LLC 8,126 -1.12 3,705 28.21
2025-08-14 13F Paragon Private Wealth Management, LLC 5,244 -4.84 2,299 12.53
2025-07-30 13F Avidian Wealth Solutions, LLC 14,618 33.33 6,409 57.64
2025-07-23 13F RMG Wealth Management LLC 730 327
2025-08-15 13F Keel Point, LLC 8,232 -0.10 3,609 18.13
2025-07-21 13F AEGON USA Investment Management, LLC 1,152 0.00 505 18.27
2025-07-02 13F Dentgroup LLC 19,141 -1.59 8,392 16.35
2025-07-10 13F Triangle Securities Wealth Management 5,555 -3.22 2,435 14.43
2025-07-15 13F Optima Capital Llc 3,847 -0.23 1,688 18.05
2025-07-01 13F Park National Corp /oh/ 3,889 3.40 1,705 22.24
2025-07-10 13F Exchange Traded Concepts, Llc 98,865 43,342
2025-08-01 13F Ashton Thomas Private Wealth, LLC 37,078 4.90 16,274 24.16
2025-07-17 13F Charles Schwab Trust Co 621 0.00 272 18.26
2025-08-19 13F Hohimer Wealth Management, Llc 34,695 0.64 15,210 18.99
2025-08-11 13F Battery Global Advisors, LLC 12,241 0.00 5,372 18.35
2025-07-23 13F WESPAC Advisors, LLC 3,379 -4.25 1,481 13.23
2025-08-08 13F Gts Securities Llc 0 -100.00 0
2025-07-22 13F Net Worth Advisory Group 6,322 210.51 2,772 267.02
2025-07-23 13F Integris Wealth Management, LLC 655 -33.84 287 -21.80
2025-08-05 13F Tme Financial, Inc. 3,002 3.59 1,316 22.53
2025-08-08 13F Sensible Financial Planning & Management, LLC. 13,484 1.24 5,911 19.70
2025-07-15 13F Kraft Asset Management, Llc 500 219
2025-07-22 13F Valley National Advisers Inc 2,702 -0.11 1 0.00
2025-08-14 13F Select Asset Management & Trust 690 0.00 0
2025-07-09 13F Veracity Capital LLC 675 -1.75 296 16.14
2025-07-23 13F Capstone Wealth Management Group, Llc 988 0.00 433 18.31
2025-08-08 13F Capstone Financial Advisors, Inc. 535 235
2025-07-15 13F Jeppson Wealth Management, Llc 3,112 0.00 1,364 18.20
2025-07-30 13F Strategic Blueprint, LLC 92,481 -20.87 40,544 -6.45
2025-07-25 13F Pathway Financial Advisors LLC 173,696 27.22 76,148 50.40
2025-07-24 13F Mainstay Capital Management Llc /adv 2,352 100.00 1,031 136.47
2025-07-15 13F Evanson Asset Management, LLC 5,752 1.61 2,522 20.10
2025-07-07 13F Retirement Wealth Solutions LLC 158 0.00 69 18.97
2025-07-25 13F Concord Wealth Partners 150 44.23 66 71.05
2025-05-13 13F Lee Financial Co 0 -100.00 0
2025-07-09 13F Westshore Wealth, LLC 938 0.00 411 18.44
2025-07-29 13F Madison Wealth Partners, Inc 9,002 6.06 3,946 25.39
2025-08-08 13F RAM Investment Partners, LLC 1,445 -1.37 633 16.57
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 10,641 4.58 4,665 23.65
2025-08-19 13F Delos Wealth Advisors, LLC 31 14
2025-08-14 13F Goldman Sachs Group Inc 1,185,089 -19.23 519,543 -4.51
2025-08-13 13F Summit Financial, LLC 237,854 3.44 104,395 22.43
2025-07-30 13F SkyOak Wealth, LLC 3,946 -3.02 1,730 14.66
2025-08-05 13F Fullcircle Wealth Llc 462 210
2025-08-13 13F Providence Capital Advisors, LLC 2,995 -26.49 1,313 -13.05
2025-08-15 13F Security National Bank Of Sioux City Iowa /ia/ 1,228 -0.41 538 17.72
2025-07-30 13F Onyx Bridge Wealth Group LLC 32,870 -50.67 14,410 -41.68
2025-08-14 13F Elevatus Welath Management 7,301 -37.80 3,201 -26.47
2025-07-30 13F Smith Thornton Advisors LLC 881 0.00 386 18.40
2025-07-17 13F Coastline Trust Co 7,590 -4.53 3,327 12.86
2025-07-23 13F Detalus Advisors, LLC 3,981 0.05 1,745 18.31
2025-08-12 13F Deutsche Bank Ag\ 3,797 26.61 1,665 49.64
2025-08-14 13F Mml Investors Services, Llc 785,410 7.72 344 27.41
2025-07-28 13F IFC Advisors LLC 4,449 1.81 1,950 20.37
2025-07-21 13F Financial Council Asset Management Inc 532 -2.92 233 14.78
2025-07-10 13F Worth Asset Management, LLC 496 -96.45 217 -95.81
2025-08-14 13F Toroso Investments, LLC 11,667 96.22 5,115 132.08
2025-07-17 13F Sfm, Llc 4,038 0.47 1,770 18.79
2025-07-22 13F Wealthcare Capital Partners, LLC 720 -16.38 316 -1.25
2025-07-31 13F Red Wave Investments LLC 6,662 -9.32 2,921 7.20
2025-08-06 13F Axim Planning & Wealth 496 217
2025-07-29 13F BKD Wealth Advisors, LLC 61,560 10.02 26,988 30.07
2025-07-17 13F Avondale Wealth Management 133 0.00 58 18.37
2025-07-18 13F Ewa, Llc 5,773 -3.35 2,531 14.27
2025-07-24 13F Costello Asset Management, INC 82 0.00 36 20.00
2025-04-22 13F Jmac Enterprises Llc 0 -100.00 0
2025-07-31 13F/A Interchange Capital Partners, LLC 2,435 -3.18 1,068 14.48
2025-07-09 13F Baron Financial Group, LLC 539 -7.23 236 9.77
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 2,666 0.00 989 -9.69
2025-07-21 13F Hilltop National Bank 3,592 0.03 1,575 6.86
2025-08-15 13F Truefg, Llc 5,346 0.47 2,344 18.75
2025-07-08 13F Advance Capital Management, Inc. 7,470 -1.29 3,275 16.68
2025-08-12 13F Personal Cfo Solutions, Llc 0 -100.00 0
2025-08-13 13F Colonial Trust Co / SC 2,017 16.25 884 37.48
2025-08-05 13F EPG Wealth Management LLC 476 -0.63 209 17.51
2025-07-18 13F GEN Financial Management, INC. 927 -0.43 406 17.68
2025-08-11 13F Guidance Point Advisors, LLC 606 0.00 266 18.30
2025-08-04 13F Pensionmark Financial Group, Llc 13,637 14.24 5,979 35.07
2025-08-08 13F Ironwood Investment Counsel, LLC 696 0.00 305 18.22
2025-08-12 13F MAI Capital Management 103,358 -0.14 45,312 18.06
2025-07-28 13F Copia Wealth Management 1,045 15.47 458 36.72
2025-08-11 13F Foundation Wealth Management, LLC\PA 845 -1.74 370 16.35
2025-08-12 13F Heritage Trust Co 713 0.00 313 18.18
2025-07-15 13F tru Independence LLC 963 4.33 422 23.10
2025-07-11 13F Lincoln Capital LLC 3,387 0.42 1,485 25.13
2025-07-28 13F Wealthspan Partners, Llc 80,261 0.33 35,187 18.62
2025-07-18 13F Victrix Investment Advisors 611 268
2025-08-14 13F Summit Trail Advisors, Llc 7,866 3,453
2025-08-07 13F Meeder Advisory Services, Inc. 6,123 -32.77 2,685 -20.52
2025-08-11 13F Portside Wealth Group, LLC 1,131 -14.32 496 1.23
2025-08-05 13F Integrity Financial Corp /WA 1,274 199.76 559 256.05
2025-07-16 13F Motive Wealth Advisors 1,196 1.87 524 20.46
2025-07-28 13F Prairie Sky Financial Group LLC 838 5.54 367 24.83
2025-07-23 13F LifeSteps Financial, Inc. 4,358 -1.13 1,910 16.89
2025-08-14 13F LaSalle St. Investment Advisors, LLC 40,905 -0.21 18 13.33
2025-07-31 13F Moser Wealth Advisors, LLC 871 0.00 382 18.32
2025-08-13 13F Rsm Us Wealth Management Llc 1,024,392 0.04 449,607 19.99
2025-07-23 13F Center For Asset Management LLC 1,527 15.07 632 28.46
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 1,090 -5.87 478 11.42
2025-07-21 13F Stock Yards Bank & Trust Co 1,722 0.00 755 18.18
2025-05-12 13F Providence First Trust Co 0 -100.00 0
2025-07-17 13F DiNuzzo Private Wealth, Inc. 2,102 0.00 922 18.23
2025-08-06 13F Marco Investment Management Llc 5,163 -5.25 2,263 12.03
2025-07-17 13F HCR Wealth Advisors 213,320 2.74 93,520 21.47
2025-07-28 13F Frazier Financial Advisors, LLC 112 0.00 49 19.51
2025-07-16 13F Encompass Wealth Advisors, Llc 2,838 -0.11 1,244 18.14
2025-07-24 13F/A TFR Capital, LLC. 901 -0.11 395 17.96
2025-07-29 13F Spreng Capital Management, Inc. 51,878 1.25 22,743 19.70
2025-08-07 13F Midland Wealth Advisors Llc 952 33.90 417 58.56
2025-07-30 13F Bogart Wealth, LLC 2,084 -2.34 914 15.42
2025-08-07 13F CSM Advisors, LLC 201,387 -49.31 88 -40.14
2025-08-15 13F WFA of San Diego, LLC 1,477 49.19 648 70.26
2025-07-14 13F/A Seek First Inc. 706 1.44 310 19.77
2025-05-15 13F Wolverine Trading, Llc Put 0 -100.00 0
2025-07-18 13F Founders Capital Management 324 0.00 142 18.33
2025-08-15 13F Semmax Financial Advisors Inc. 22,751 -0.66 10,446 17.62
2025-08-12 13F Soundwatch Capital LLC 638 292
2025-07-16 13F Asset Allocation & Management Company, LLC 12,189 0.00 5 25.00
2025-08-11 13F Perennial Investment Advisors, LLC 22,105 4.85 9,691 23.96
2025-08-11 13F Lake Street Financial Llc 77,157 2.91 33,825 21.66
2025-07-23 13F Motiv8 Investments LLC 13,615 11.97 5,969 32.39
2025-07-31 13F Ballast Advisors Llc 1,380 3.68 605 22.52
2025-08-12 13F Long Island Wealth Management, Inc. 1,946 -3.47 853 14.19
2025-08-13 13F Millstone Evans Group, LLC 629 2.61 276 21.15
2025-07-30 13F Evermay Wealth Management Llc 7,454 -0.07 3,271 18.26
2025-08-12 13F New Republic Capital, LLC 1,743 96.06 765 132.52
2025-05-15 13F Wolverine Trading, Llc 0 -100.00 0
2025-07-22 13F Appleton Partners Inc/ma 1,324 -0.82 1
2025-05-15 13F Wolverine Trading, Llc Call 0 -100.00 0
2025-08-14 13F Money Concepts Capital Corp 2,225 -8.96 975 7.62
2025-07-24 13F Moseley Investment Management Inc 6,376 10.91 2,795 31.16
2025-05-14 13F Retirement Capital Strategies 0 -100.00 0 -100.00
2025-07-29 13F May Barnhard Investments LLC 9,501 -6.33 4,165 10.74
2025-08-01 13F MorganRosel Wealth Management, LLC 535 0.00 235 18.18
2025-08-01 13F Planning Directions Inc 12,224 -20.56 5,359 -6.10
2025-07-11 13F Essex Savings Bank 758 0.00 332 18.15
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 9,078 0.18 4 33.33
2025-05-15 13F Concorde Asset Management, LLC 1,117 -1.59 411 -11.83
2025-07-17 13F Park Place Capital Corp 4,061 0.00 1,762 17.08
2025-07-10 13F Tompkins Financial Corp 180 0.00 79 18.18
2025-07-18 13F SMI Advisory Services, LLC 595 265
2025-07-30 13F Cornerstone Advisory, LLC 35,140 8.23 15,405 23.68
2025-08-06 13F Bensler, LLC 1,083 93.39 475 128.99
2025-08-14 13F Ameriprise Financial Inc 3,886,118 0.42 1,705,829 19.09
2025-07-07 13F Enterprise Bank & Trust Co 785 -4.85 344 12.79
2025-07-16 13F Falcon Wealth Planning 39,932 -1.32 17,506 16.67
2025-07-07 13F TruWealth Advisors, LLC 2,057 9.53 902 29.45
2025-08-01 13F Bessemer Group Inc 236,599 -3.42 104 14.44
2025-08-18 13F N.E.W. Advisory Services LLC 24,593 -18.97 10,781 -4.21
2025-08-28 13F/A Tolleson Wealth Management, Inc. 0 -100.00 0 -100.00
2025-07-21 13F Sage Financial Management Group, Inc. 3,595 48.49 2
2025-08-11 13F Private Advisor Group, LLC 438,014 0.63 192,025 18.97
2025-07-24 13F Zullo Investment Group, Inc. 1,065 0.47 467 18.58
2025-07-11 13F Oak Asset Management, LLC 551 0.00 242 18.14
2025-07-09 13F GEM Asset Management, LLC 993 0.20 435 17.57
2025-04-14 13F Moulton Wealth Management, Inc 0 -100.00 0
2025-08-14 13F Sunbelt Securities, Inc. 4,537 -11.35 1,862 -1.85
2025-07-25 13F Endowment Wealth Management, Inc. 2,686 6.93 1,178 26.42
2025-08-04 13F Mesirow Financial Investment Management, Inc. 89,309 14.71 39,161 35.61
2025-07-09 13F Praetorian Wealth Management, Inc. 0 -100.00 0
2025-07-18 13F First Pacific Financial 98,566 0.99 43,211 19.39
2025-07-17 13F Stone Point Wealth LLC 8,238 27.86 3,612 51.15
2025-05-05 13F Lindbrook Capital, Llc 27,496 -3.63 10,196 -12.94
2025-07-23 13F Tyche Wealth Partners LLC 694 -37.42 304 -26.03
2025-08-06 13F Cannon Financial Strategists, Inc. 65,297 -0.27 28,626 17.91
2025-07-11 13F Adirondack Trust Co 6,305 2.94 2,764 21.71
2025-08-04 13F L.m. Kohn & Company 1,128 -22.79 494 -8.69
2025-08-11 13F Actinver Wealth Management, Inc. 537 235
2025-05-13 13F Taurus Asset Management, Llc 0 -100.00 0
2025-07-16 13F Rebalance, Llc 536 235
2025-08-05 13F Marion Wealth Management 2,756 1.55 1,208 20.08
2025-08-14 13F Safeguard Investment Advisory Group, LLC 759 -5.48 333 12.12
2025-08-08 13F Smithfield Trust Co 6,340 -15.27 3 0.00
2025-08-01 13F Facet Wealth, Inc. 26,504 -2.74 12,064 14.36
2025-05-15 13F Cyrus J. Lawrence, LLC 0 -100.00 0
2025-08-08 13F Parker Investment Management, LLC 598 0.00 262 18.55
2025-07-22 13F/A Duncan Williams Asset Management, LLC 100,169 3.42 43,914 22.27
2025-08-08 13F CFO4Life Group, LLC 1,579 0.00 692 18.29
2025-07-07 13F Insight Wealth Strategies, LLC 1,097 0.00 476 17.00
2025-08-05 13F Sensible Money, LLC 550 0.00 241 18.72
2025-08-14 13F Clark Capital Management Group, Inc. 3,187 -23.87 1,397 -9.99
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 74 32
2025-07-17 13F City Holding Co 165 0.00 72 18.03
2025-05-02 13F Burling Wealth Partners, Llc 0 -100.00 0
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 49,250 3.65 21,591 22.54
2025-07-15 13F Significant Wealth Partners LLC 887 389
2025-07-15 13F Alpha Omega Wealth Management LLC 2,696 -2.35 1,182 15.44
2025-07-21 13F Compass Planning Associates Inc 2,436 0.00 1,068 18.16
2025-07-18 13F United Bank 9,188 -12.29 4,028 3.71
2025-08-11 13F Pin Oak Investment Advisors Inc 309 0.00 0
2025-07-28 13F Compass Advisory Group LLC 4,135 29.14 1,815 52.82
2025-07-16 13F Kathmere Capital Management, LLC 32,040 7.91 14,046 27.59
2025-07-21 13F Yeomans Consulting Group, Inc. 601 -98.00 261 -97.67
2025-07-25 13F We Are One Seven, LLC 85,420 4.76 37,448 23.86
2025-08-07 13F Fagan Associates, Inc. 622 0.00 273 18.26
2025-07-03 13F Trust Co of the South 54,149 89.75 23,739 124.35
2025-07-15 13F Foster Victor Wealth Advisors, LLC 1,902 -43.89 842 -31.12
2025-08-05 13F Mathes Company, Inc. 21,220 0.00 9 28.57
2025-08-04 13F Creekmur Asset Management LLC 3,299 0.49 1,446 18.82
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 848 -1.51 372 16.30
2025-07-29 13F Accretive Wealth Partners, LLC 6,286 -0.24 2,756 13.98
2025-05-15 13F CAPROCK Group, Inc. 27,962 55.15 10,369 40.18
2025-07-11 13F First PREMIER Bank 19,848 1.37 9 14.29
2025-07-17 13F Fee-Only Financial Planning, L.C. 110,916 0.51 48,625 18.83
2025-08-14 13F Systematic Alpha Investments, LLC 130,672 0.00 57,287 18.23
2025-08-14 13F Colony Group, LLC 554,038 2.61 242,896 21.31
2025-07-31 13F/A Avion Wealth 19,070 34.63 8 60.00
2025-07-14 13F Abacus Wealth Partners, LLC 2,575 117.30 1,129 156.95
2025-08-14 13F Karpus Management, Inc. 67,753 2.09 29,703 20.70
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 4,691 -0.06 2,057 18.16
2025-07-08 13F Apella Capital, LLC 29,777 159.77 13,063 209.92
2025-07-24 13F Cascade Investment Group, Inc. 866 0.00 380 18.07
2025-08-13 13F Van Hulzen Asset Management, LLC 1,524 0.00 668 18.26
2025-07-10 13F Focus Financial Network, Inc. 11,363 0.97 4,987 19.51
2025-08-14 13F Evercore Wealth Management, LLC 10,450 -3.26 4,581 14.38
2025-08-04 13F Joseph P. Lucia & Associates, LLC 565 0.00 248 18.18
2025-07-14 13F Parkshore Wealth Management, Inc. 0 -100.00 0
2025-08-11 13F Hopwood Financial Services, Inc. 231 3.59 101 23.17
2025-07-15 13F Armis Advisers, LLC 68,139 32.38 29,890 56.60
2025-08-12 13F Intellus Advisors LLC 675 -1.75 296 16.14
2025-08-13 13F Plan Group Financial, LLC 4,070 138.43 1,784 181.83
2025-07-23 13F Eagle Strategies LLC 38,302 15.92 16,791 37.04
2025-07-31 13F Vaughan David Investments Inc/il 706 0
2025-08-26 13F Nautilus Advisors LLC 3,140 -0.79 1,376 17.31
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 259,284 0.90 113,673 19.29
2025-08-12 13F Del-Sette Capital Management, LLC 3,124 -30.55 1,370 -17.88
2025-07-22 13F Foguth Wealth Management, LLC. 4,888 -0.61 2,143 17.55
2025-08-13 13F Portland Global Advisors LLC 725 0.00 318 18.28
2025-08-12 13F Global Retirement Partners, LLC 56,548 2.62 24,791 9.61
2025-08-14 13F Diversify Advisory Services, LLC 4,922 3.32 2,279 26.27
2025-07-21 13F Verus Financial Partners, Inc. 1,102 -4.01 488 17.35
2025-07-31 13F Peterson Wealth Services 60,310 -2.37 26,440 15.42
2025-08-12 13F Change Path, LLC 190,859 3.41 83,672 22.26
2025-08-07 13F Resources Investment Advisors, LLC. 43,062 3.63 18,878 22.52
2025-08-12 13F Cynosure Management, Llc 0 -100.00 0
2025-07-15 13F Tenon Financial LLC 5,029 100.20 2,035 118.58
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 16,336 4.49 7,162 23.53
2025-08-04 13F Savvy Advisors, Inc. 11,091 5.41 4,862 24.63
2025-08-14 13F Osterweis Capital Management Inc 59 31.11
2025-07-30 NP OCIO - ClearShares OCIO ETF 22,469 0.00 9,283 1.82
2025-05-16 13F Capital & Planning, Llc 0 -100.00 0
2025-07-15 13F Cranbrook Wealth Management, LLC 29,546 4.53 12,953 23.58
2025-07-22 13F Coastal Investment Advisors, Inc. 3,991 139.27 1,750 183.01
2025-08-12 13F Associated Banc-corp 56,891 0.21 24,941 18.48
2025-08-13 13F Beacon Pointe Advisors, LLC 324,941 3.92 142,454 22.85
2025-07-24 13F Certus Wealth Management, LLC 23,720 -7.15 10,399 0.77
2025-08-14 13F Janus Henderson Group Plc 0 -100.00 0
2025-08-14 13F Wells Fargo & Company/mn 4,121,901 5.07 1,807,042 24.22
2025-07-31 13F Cardinal Point Capital Management, ULC 535 235
2025-08-04 13F 4wealth Advisors, Inc. 1,712 13.38 751 33.93
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 10,722 4,701
2025-08-14 13F Wells Fargo & Company/mn Put 200 88
2025-07-11 13F Lantz Financial LLC 3,655 -6.64 1,602 10.41
2025-07-30 13F Phillips Financial Management, Llc 838 -34.27 367 -22.25
2025-08-04 13F Bordeaux Wealth Advisors LLC 5,110 0.00 2,240 18.27
2025-08-06 13F Agf Management Ltd 25,658 -3.28 11,248 14.34
2025-07-24 13F Rice Partnership, LLC 87 0.00 38 18.75
2025-08-08 13F Strategies Wealth Advisors, LLC 274,919 -2.86 120,525 14.84
2025-08-11 13F Dorsey & Whitney Trust CO LLC 6,277 -27.54 2,752 -14.35
2025-07-17 13F Independence Bank of Kentucky 3,166 0.96 1,388 19.36
2025-07-10 13F Signal Advisors Wealth, LLC 10,816 6.13 4,742 25.49
2025-07-15 13F Retirement Guys Formula Llc 4,311 1.01 1,783 24.09
2025-07-11 13F Kaydan Wealth Management, Inc. 8,149 25.54 3,573 48.46
2025-08-05 13F Integrity Wealth Solutions LLC 28,905 4.26 12,672 23.27
2025-08-06 13F Disciplined Investors, L.L.C. 15,689 18.79 6,878 40.45
2025-05-15 13F Asset Allocation Strategies LLC 0 -100.00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 8,283 -60.19 3,631 -52.94
2025-07-18 13F Newman Dignan & Sheerar, Inc. 2,366 -40.18 1,037 -29.26
2025-07-24 13F Edge Financial Advisors LLC 8,941 -0.45 3,917 17.63
2025-07-11 13F Grove Bank & Trust 129 -93.43 57 -92.30
2025-07-15 13F Wealth Effects Llc 5,853 -2.40 2,566 15.38
2025-08-08 13F Opinicus Capital, Inc. 11,061 6.29 4,849 25.69
2025-08-13 13F Avestar Capital, LLC 1,533 -14.83 673 0.75
2025-08-13 13F Capital Group Private Client Services, Inc. 2,965 9.53 1,300 29.61
2025-08-12 13F Wisconsin Wealth Advisors, LLC 2,063 171.81 904 221.71
2025-05-08 13F Menard Financial Group LLC 0 -100.00 0
2025-07-30 13F Whittier Trust Co 5,217 -6.76 2,287 10.27
2025-08-15 13F Kestra Advisory Services, LLC 507,886 11.57 222,657 31.90
2025-08-05 13F Welch & Forbes Llc 811 -31.45 356 -18.95
2025-07-15 13F World Equity Group, Inc. 4,930 0.28 2,161 18.54
2025-07-14 13F UMA Financial Services, Inc. 258 0.00 113 18.95
2025-08-11 13F Outlook Wealth Advisors, LLC 8,287 0.80 3,633 19.16
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-07-11 13F Hilltop Wealth Advisors, Llc 2,176 -1.09 954 17.06
2025-07-22 13F Gutierrez Wealth Advisory, LLC 472 207
2025-07-23 13F Ellsworth Advisors, LLC 1,553 0.00 681 18.26
2025-07-24 13F Accredited Investor Services, Llc 2,111 33.69 925 58.12
2025-08-18 13F Hollencrest Capital Management 20,890 0.02 9,158 18.26
2025-08-06 13F Moors & Cabot, Inc. 8,349 1.36 3,660 19.84
2025-07-21 13F Segment Wealth Management, LLC 25,926 0.00 11,366 18.23
2025-08-18 13F Goodman Advisory Group, LLC 21,030 -13.88 9,220 1.81
2025-08-13 13F First National Advisers, LLC 1,779 14.33 780 35.24
2025-07-11 13F Bell Bank 586,269 4.61 257,020 23.68
2025-07-25 13F Prostatis Group LLC 23,662 -32.60 10,373 -20.32
2025-07-28 13F Nestegg Advisors, Inc. 11,825 16.20 5,184 37.40
2025-07-23 13F Pillar Financial Advisors, LLC 1,798 0.00 788 18.32
2025-07-11 13F Compass Ion Advisors, LLC 5,824 -8.05 2,553 8.73
2025-08-15 13F Equitable Holdings, Inc. 849,857 1.23 372,577 19.68
2025-08-11 13F Johnson Financial Group, LLC 1,095 0.00 480 18.23
2025-08-13 13F Maia Wealth LLC 11,243 -1.17 4,929 19.50
2025-08-01 13F Milestone Asset Management Group, LLC 1,562 23.09 685 45.53
2025-04-10 13F IFS Advisors, LLC 0 -100.00 0
2025-07-30 13F MTC Wealth Management LLC 18,520 -3.19 8,119 14.46
2025-07-29 13F Elevation Capital Advisory, LLC 21,097 9,249
2025-08-12 13F Wealth Dimensions Group, Ltd. 2,289 6.47 1,003 25.85
2025-07-15 13F McCarthy & Cox 562 0.00 246 18.27
2025-08-14 13F Quartz Partners, LLC 1,420 -8.51 623 8.17
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 58,419 -12.13 25,611 3.88
2025-07-30 13F Legacy Wealth Asset Management, LLC 693 -1.28 304 16.54
2025-08-13 13F Dynamic Wealth Strategies, LLC 808 0.00 354 18.39
2025-08-01 13F Brookwood Investment Group LLC 61,008 3.19 26,746 22.00
2025-08-04 13F Bridgewealth Advisory Group, LLC 3,031 55.36 1,329 83.68
2025-08-01 13F PCA Investment Advisory Services Inc. 29,849 15.95 13,086 37.09
2025-07-10 13F Baker Tilly Financial, Llc 1,378 -34.54 604 -22.56
2025-07-10 13F IMPACTfolio, LLC 464 203
2025-08-11 13F Anfield Capital Management, LLC 77 266.67 34 371.43
2025-08-12 13F Coldstream Capital Management Inc 477,680 61.51 209,511 91.03
2025-08-12 13F Tradition Wealth Management, LLC 9,576 -14.00 4,198 1.70
2025-07-17 13F Hanson & Doremus Investment Management 4,901 0.00 2 100.00
2025-07-14 13F Harbor Group, Inc. 3,763 10.94 1,650 31.19
2025-07-15 13F Elevated Capital Advisors, LLC 26,775 0.00 9,929 0.00
2025-07-22 13F Safir Wealth Advisors, LLC 34,370 0.82 15,068 19.19
2025-08-11 13F GKV Capital Management Co., Inc. 0 -100.00 0 -100.00
2025-08-14 13F Bank Of Hawaii 321,923 -1.77 141,131 16.14
2025-08-08 13F Sustainable Growth Advisers, LP 0 -100.00 0
2025-08-08 13F/A Prospect Financial Services LLC 8,281 -10.00 3,630 6.42
2025-08-06 13F Prospera Financial Services Inc 76,529 30.21 33,572 53.96
2025-07-22 13F Willner & Heller, Llc 1,993 -5.81 874 11.35
2025-07-09 13F Taylor Hoffman Capital Management LLC 4,384 -3.29 1,922 13.27
2025-05-05 13F OneAscent Wealth Management LLC 0 -100.00 0
2025-08-05 13F MidAtlantic Capital Management, Inc. 20,265 -0.90 8,884 17.16
2025-07-31 13F Hanlon Investment Management, Inc. 5,900 -3.80 2,587 13.72
2025-08-05 13F Prosperity Consulting Group, LLC 2,461 -4.35 1,079 13.12
2025-08-07 13F Vise Technologies, Inc. 11,603 67.89 5,087 79.34
2025-07-30 NP LEXI - Alexis Practical Tactical ETF 14,051 -11.82 5,805 -10.21
2025-07-23 13F Colony Family Offices, LLC 871 0.00 382 18.63
2025-08-13 13F Scotia Capital Inc. 1,989 4.79 872 23.90
2025-07-22 13F Yoder Wealth Management, Inc. 20,795 -0.30 9,105 17.82
2025-07-23 13F Godsey & Gibb Associates 295 0.00 129 18.35
2025-07-29 13F Disciplined Investments, LLC 17,045 -0.88 7,472 17.19
2025-08-12 13F Steward Partners Investment Advisory, Llc 222,838 1.34 97,692 19.81
2025-08-08 13F Union Savings Bank 316 0.00 144 22.22
2025-08-11 13F Western Wealth Management, LLC 14,031 -0.01 6,151 18.22
2025-08-14 13F Moneta Group Investment Advisors Llc 869,661 7.43 381,259 27.01
2025-08-14 13F Certified Advisory Corp 96,185 0.51 42,167 18.83
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 2,290 -86.03 1,004 -83.50
2025-08-05 13F Claro Advisors LLC 2,730 0.89 1,197 19.34
2025-08-06 13F Financial Alternatives, Inc 8,286 -0.40 3,633 17.77
2025-07-25 13F Means Investment Co., Inc. 1,729 1.05 758 19.40
2025-08-08 13F Meridian Wealth Management, LLC 59,564 2.71 26,090 21.40
2025-08-05 13F Atlas Wealth LLC 918 -20.93 398 -7.44
2025-08-06 13F Kcm Investment Advisors Llc 11,770 4.63 5,160 23.71
2025-08-01 13F SYM FINANCIAL Corp 353 194.17 155 250.00
2025-08-14 13F Bishop & Co Investment Management, LLC 103,996 -3.09 45,592 14.58
2025-07-25 13F JustInvest LLC 3,743 -6.26 1,641 10.81
2025-08-11 13F Semus Wealth Partners LLC 1,857 -11.66 814 4.49
2025-08-12 13F Team Hewins, LLC 1,525 1.19 669 19.89
2025-08-06 13F HORAN Wealth, LLC 1,169 512
2025-08-11 13F Schiavi & Co LLC 902 0.00 395 18.26
2025-07-11 13F Meriwether Wealth & Planning, LLC 599 5.46 263 24.76
2025-08-14 13F Wetherby Asset Management Inc 8,245 -4.78 3,615 1.72
2025-08-13 13F Lynch Asset Management, Inc. 443 194
2025-08-13 13F Ark & Tlk Investments, Llc 1,140 -3.63 500 13.93
2025-07-15 13F Beacon Investment Advisory Services, Inc. 920 403
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 2,310 0.35 1,014 18.76
2025-07-17 13F Legacy Wealth Management, Inc 1,538 674
2025-08-05 13F Summit Investment Advisory Services, LLC 527 -91.22 231 -89.62
2025-08-08 13F Principal Financial Group Inc 0 -100.00 0
2025-07-10 13F Atticus Wealth Management, Llc 761 8.40 334 28.08
2025-08-13 13F Loomis Sayles & Co L P 6,382 -49.26 2,798 69,825.00
2025-08-07 13F Cascade Financial Partners, LLC 1,272 0.00 557 18.26
2025-08-15 13F/A Rakuten Securities, Inc. 303 -29.37 133 -16.98
2025-07-15 13F Buttonwood Financial Advisors Inc. 1,764 -1.62 773 16.42
2025-05-14 13F GDS Wealth Management 0 -100.00 0
2025-07-16 13F ORG Wealth Partners, LLC 142 -74.32 62 -70.39
2025-08-14 13F McIlrath & Eck, LLC 163,699 3.17 71,766 21.97
2025-08-04 13F Heritage Investors Management Corp 0 -100.00 0
2025-08-11 13F Y.D. More Investments Ltd 44 0.00 19 18.75
2025-07-11 13F Scott Capital Advisors, LLC 87,531 -0.90 38,732 18.26
2025-04-15 13F Members Wealth Llc 1,466 21.06 544 6.47
2025-07-15 13F Axis Wealth Partners, LLC 7,765 15.81 3,404 36.93
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 -100.00 0
2025-07-25 13F RoundAngle Advisors LLC 5,562 2.66 2,438 21.35
2025-08-07 13F Winch Advisory Services, LLC 2,094 9.92 918 30.03
2025-08-12 13F Proequities, Inc. 0 0
2025-08-11 13F HighTower Advisors, LLC 1,552,072 4.96 680,429 24.08
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 2,491 1,092
2025-07-29 13F Quotient Wealth Partners, LLC 38,802 -2.01 17,011 15.85
2025-07-09 13F Lifestyle Asset Management, Inc. 0 -100.00 0
2025-08-04 13F Bristlecone Advisors, LLC 33,127 -1.50 14,523 16.45
2025-08-14 13F Apriem Advisors 1,059 7.19 464 26.78
2025-07-07 13F Wesbanco Bank Inc 8,421 218.13 3,692 276.25
2025-07-14 13F Mechanics Bank Trust Department 25,279 -27.33 11,082 -14.09
2025-07-16 13F Plancorp, LLC 8,846 7.41 3,878 26.99
2025-08-04 13F Assetmark, Inc 514,034 -1.58 225,352 16.36
2025-07-18 13F Marks Wealth, LLC 867 380
2025-07-23 13F Nbt Bank N A /ny 603 -7.66 264 9.09
2025-07-22 13F Confluence Wealth Services, Inc. 3,290 1.36 1,442 23.35
2025-08-08 13F Evolution Wealth Advisors, LLC 2,386 0.25 1,046 18.59
2025-08-01 13F Bull Oak Capital, LLC 2,981 0.00 1,307 18.19
2025-08-06 13F Paladin Advisory Group, LLC 376 53.47 165 82.22
2025-08-12 13F Bravias Capital Group, LLC 9,446 4.58 4,141 23.62
2025-07-25 13F Welch Group, LLC 1,221 -20.66 535 -6.14
2025-04-16 13F Tudor Financial Inc. 0 -100.00 0
2025-05-09 13F Blue Barn Wealth, LLC 0 -100.00 0
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 4,600 2,017
2025-07-25 13F Cascade Investment Advisors, Inc. 764 0.00 335 18.02
2025-08-14 13F Bank Of America Corp /de/ 49,386,990 1.75 21,651,256 20.30
2025-08-12 13F Inscription Capital, LLC 928 407
2025-05-02 13F Mountain Hill Investment Partners Corp. 0 -100.00 0
2025-07-08 13F Corepath Wealth Partners Llc 928 0.00 410 25.77
2025-07-24 13F Coordinated Financial Services, Inc. 1,208 -5.11 529 1.34
2025-07-14 13F Clayton Financial Group LLC 39,724 -41.11 17,415 -30.38
2025-08-13 13F Riverview Capital Advisers, LLC 19,976 1.40 8,757 19.88
2025-07-15 13F Cordant, Inc. 0 -100.00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 65,134 -7.74 28,554 9.07
2025-07-11 13F My Legacy Advisors, LLC 2,462 -14.10 1,089 2.54
2025-08-04 13F Family Wealth Group, LLC 13,483 5,911
2025-08-01 13F Capital Investment Counsel, LLC 2,438 1,069
2025-08-11 13F Cascade Wealth Advisors, Inc 11,851 -11.88 5,441 11.70
2025-08-12 13F Bedel Financial Consulting, Inc. 4,574 -0.09 2,005 14.18
2025-07-23 13F Bellevue Asset Management, Llc 165 0.00 72 18.03
2025-07-31 13F Glass Jacobson Investment Advisors llc 10,680 -16.25 4,682 -10.53
2025-07-11 13F Weatherly Asset Management L. P. 1,120 0.00 492 18.31
2025-07-30 13F Cookson Peirce & Co Inc 645 0.00 283 17.99
2025-04-09 13F Dakota Community Bank & Trust NA 165 61
2025-08-11 13F Synergy Investment Management, LLC 44,108 0.33 19,337 18.62
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 2,780 -0.93 1,219 17.12
2025-07-30 13F Financial Perspectives, Inc 1,746 74.25 765 106.20
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 815 -40.73 357 -29.86
2025-07-21 13F Single Point Partners, LLC 1,822 -3.14 1
2025-08-13 13F Cary Street Partners Financial Llc 229,222 3.78 91,293 23.15
2025-07-17 13F Michels Family Financial, LLC 2,925 0.00 1,282 18.27
2025-08-05 13F Milestone Asset Management, Llc 751 -53.41 329 -44.89
2025-08-08 13F Good Life Advisors, LLC 5,746 -2.35 2,519 15.45
2025-08-05 13F Chase Investment Counsel Corp 1,200 0.00 1
2025-07-03 13F McLean Asset Management Corp 2,146 0.00 938 32.67
2025-07-21 13F Keystone Financial Group, Inc. 1,210 0.08 543 17.06
2025-08-13 13F SCS Capital Management LLC 41,036 1.44 17,998 19.98
2025-08-07 13F New England Private Wealth Advisors LLC 3,293 0.06 1,498 22.70
2025-05-15 13F Fft Wealth Management Llc 0 -100.00 0
2025-07-16 13F American National Bank 500 30.55 219 54.23
2025-07-30 13F Blume Capital Management, Inc. 0 -100.00 0
2025-07-15 13F Carr Financial Group Corp 873 0.00 383 18.27
2025-08-13 13F Baird Financial Group, Inc. 469,987 1.90 206,042 20.48
2025-07-07 13F First Community Trust Na 12 -60.00 5 -54.55
2025-08-08 13F Everett Harris & Co /ca/ 66,217 -1.15 29,029 16.86
2025-04-21 13F Bigelow Investment Advisors, LLC 0 -100.00 0
2025-08-01 13F Twin Lakes Capital Management, LLC 3,683 0.00 1,615 18.24
2025-07-22 13F Valpey Financial Services, LLC 18,052 7,914
2025-05-15 13F Millennium Management Llc 0 -100.00 0 -100.00
2025-07-16 13F Meridian Financial, LLC 1,599 1.20 701 19.83
2025-07-28 13F Evernest Financial Advisors, LLC 670 0.00 294 18.15
2025-07-16 13F EdgeRock Capital LLC 470 206
2025-08-12 13F Manchester Capital Management LLC 4,039 -91.09 1,771 -89.47
2025-07-29 13F Tradewinds Capital Management, LLC 184 7.60 81 26.98
2025-07-18 13F Benchmark Wealth Management, LLC 76,195 -5.07 33,404 12.23
2025-07-30 13F Crewe Advisors LLC 1,511 263.22 662 329.87
2025-07-21 13F West Financial Advisors, LLC 5,613 7.30 2,461 26.87
2025-08-13 13F Cerity Partners LLC 394,581 8.57 172,986 28.36
2025-07-15 13F Define Financial, Llc 937 0.00 411 21.66
2025-07-22 13F Sutton Place Investors Llc 9,785 0.22 4,290 18.48
2025-07-14 13F Armstrong Advisory Group, Inc 1,761 0.57 772 7.52
2025-08-12 13F Investments & Financial Planning, LLC 3,962 -0.33 1,737 17.84
2025-08-14 13F Beaird Harris Wealth Management, LLC 666 -8.52 292 8.18
2025-07-15 13F Verum Partners LLC 763 -28.49 335 -15.44
2025-08-12 13F Jpmorgan Chase & Co 1,731,734 -3.57 759,193 14.00
2025-07-30 13F TFB Advisors LLC 5,557 -3.81 2,436 13.73
2025-07-16 13F Spinnaker Investment Group, LLC 4,020 -8.26 1,762 8.43
2025-07-29 13F Salus Financial Advisors, LLC 1,200 0.00 526 18.47
2025-07-29 13F Easterly Investment Partners Llc 3,633 0.00 1,593 18.19
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 2,006 0.00 879 21.58
2025-08-01 13F Taylor Financial Group, Inc. 62,653 3.89 27,467 22.82
2025-08-29 13F Evolution Wealth Management Inc. 2,141 939
2025-07-29 13F Dale Q Rice Investment Management Ltd 0 -100.00 0
2025-07-23 13F Valmark Advisers, Inc. 10,406 0.51 4,562 18.81
2025-04-17 13F Vista Wealth Management Group, LLC 1,825 50.95 677 36.29
2025-08-04 13F Hantz Financial Services, Inc. 871 -3.22 0
2025-08-12 13F Gladstone Institutional Advisory LLC 29,025 -3.76 12,725 13.78
2025-07-16 13F Kendall Capital Management 23,048 5.66 10,104 24.93
2025-08-14 13F Foronjy Financial Llc 12,415 5,443
2025-08-14 13F Granite FO LLC 1,028 0.00 451 18.11
2025-07-09 13F Parkside Advisors LLC 486 213
2025-08-14 13F Warren Averett Asset Management, LLC 716,569 5.87 314,144 25.17
2025-08-05 13F Magnolia Capital Advisors Llc 29,166 235.09 12,786 296.22
2025-07-21 13F Rainey & Randall Investment Management Inc. 1,100 0.00 483 18.43
2025-08-14 13F Comerica Bank 137,652 -6.19 60,347 10.91
2025-07-08 13F Webster Bank, N. A. 1,995 70.37 875 101.38
2025-07-29 13F Harbor Asset Planning, Inc. 2,489 1,091
2025-07-30 13F Jackson Thornton Asset Management, Llc 700 -17.26 307 3.03
2025-08-13 13F Haverford Trust Co 2,795 4.96 1,225 24.11
2025-08-12 13F Kensington Asset Management, LLC 217,710 95,444
2025-07-14 13F Financial Advisory Partners, Llc 67,336 1.47 29,520 19.97
2025-08-12 13F Jacobi Capital Management LLC 2,743 -0.36 1,203 17.84
2025-05-02 13F BluePointe Capital Management, LLC 1,107 4.14 410 -5.96
2025-07-14 13F CJM Wealth Advisers, Ltd. 0 -100.00 0
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 5,491 9.38 2 100.00
2025-08-14 13F Acas, Llc 4,414 0.50 2,043 21.25
2025-07-23 13F Gentry Private Wealth, Llc 26,197 4.22 11,485 23.21
2025-07-22 13F Relyea Zuckerberg Hanson LLC 245,688 0.77 107,710 19.13
2025-08-13 13F Stablepoint Partners, LLC 2,708 9.06 1,187 29.02
2025-07-10 13F Burns J W & Co Inc/ny 756 0.00 331 18.21
2025-07-28 13F Revolve Wealth Partners, LLC 15,347 11.06 6,728 31.30
2025-08-07 13F Verus Capital Partners, Llc 5,807 1.40 2,546 19.88
2025-07-31 13F Hobart Private Capital, LLC 925 3.58 406 22.36
2025-07-21 13F Corundum Group, Inc. 547 0.00 240 18.32
2025-07-09 13F Lineweaver Wealth Advisors, LLC 0 -100.00 0
2025-07-23 13F Pure Portfolios Holdings Llc 606 -2.57 266 15.22
2025-04-21 13F True Link Financial Advisors, LLC 0 -100.00 0
2025-08-13 13F GeoWealth Management, LLC 1,340 -18.49 587 -3.61
2025-08-06 13F Quadrant Private Wealth Management, LLC 5,882 4.01 2,582 23.14
2025-08-07 13F Sound View Wealth Advisors Group, LLC 9,289 -1.71 4,072 16.21
2025-08-13 13F Willis Johnson & Associates, Inc. 14,807 -5.45 6,491 11.78
2025-07-18 13F jvl associates llc 1,394 28.01 611 51.61
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 92 0.00 40 17.65
2025-08-14 13F City National Bank Of Florida /msd 498 -13.39 218 2.35
2025-07-22 13F David Wealth Management LLC 540 237
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 3,979 0.30 1,745 18.56
2025-07-18 13F Pennsylvania Capital Management Inc /adv 610 0.16 267 18.67
2025-07-09 13F Kearns & Associates LLC 3,940 1.81 1,727 20.43
2025-07-28 13F Holistic Planning, LLC 18,495 19.75 8,108 41.57
2025-07-10 13F HF Advisory Group, LLC 2,758 -3.94 1,209 13.63
2025-07-29 13F Gladwyn Financial Advisors, Inc. 2,783 1,220
2025-07-25 13F Wealth Architects, LLC 2,278 -29.80 999 -17.04
2025-07-07 13F Bangor Savings Bank 360 0.00 158 18.05
2025-07-31 13F Optimum Investment Advisors 46 0.00 20 17.65
2025-04-10 13F Teamwork Financial Advisors, LLC 0 -100.00 0
2025-07-17 13F Clean Yield Group 404 0.00 177 18.79
2025-08-05 13F Freestone Capital Holdings, LLC 3,659 0.03 1,604 18.22
2025-08-13 13F Summit Wealth Group Llc / Co 21,132 9,275
2025-08-14 13F Fwl Investment Management, Llc 1,200 0.00 526 18.47
2025-07-15 13F Kwmg, Llc 10,707 3.38 4,694 22.21
2025-05-13 13F Heck Capital Advisors, LLC 0 -100.00 0 -100.00
2025-07-08 13F Atwood & Palmer Inc 460 0.00 202 18.24
2025-08-14 13F Tudor Investment Corp Et Al 0 -100.00 0
2025-07-17 13F Sound Income Strategies, LLC 2,798 -5.54 1,227 11.66
2025-08-08 13F Financial Gravity Companies, Inc. 1,223 -7.42 536 -1.11
2025-07-29 13F Wealthstream Advisors, Inc. 4,990 0.00 2,188 18.22
2025-08-13 13F MONECO Advisors, LLC 48,030 -6.65 21,056 10.36
2025-07-11 13F Ullmann Financial Group, Inc. 1,833 0.00 804 18.26
2025-07-25 13F RHS Financial, LLC 1,879 -34.19 824 -22.21
2025-07-30 13F Sonata Capital Group Inc 567 -1.05 0
2025-08-08 13F Mjp Associates Inc /adv 7,405 -0.48 3,246 17.65
2025-07-24 13F Cyndeo Wealth Partners, LLC 39,441 0.64 17,291 18.99
2025-08-15 13F Fairfield, Bush & Co. 1,067 9.66 468 29.72
2025-07-15 13F Bfsg, Llc 12 5
2025-07-16 13F Dakota Wealth Management 49,108 -5.08 21,529 12.22
2025-08-14 13F Camden Capital, LLC 5,329 -0.47 2,336 17.68
2025-08-07 13F 1st Source Bank 606 -1.30 266 16.74
2025-08-12 13F Franklin Resources Inc 104,680 18.89 45,892 40.55
2025-07-10 13F Ferguson Wellman Capital Management, Inc 4,019 -2.26 1,762 15.55
2025-08-13 13F Idaho Trust Bank 13,006 19.94 5,702 41.78
2025-08-04 13F Buck Wealth Strategies, LLC 3,785 58.24 1,659 87.03
2025-07-17 13F CWA Asset Management Group, LLC 4,528 7.81 1,985 27.49
2025-08-08 13F Tanglewood Legacy Advisors, LLC 2,380 -2.06 1,043 15.76
2025-07-29 13F Chicago Partners Investment Group LLC 148,302 -0.41 66,795 16.61
2025-08-06 13F Hallmark Capital Management Inc 293 0.00 128 18.52
2025-08-11 13F Madison Asset Management, LLC 8,451 5.23 3,705 24.38
2025-07-30 13F Fingerlakes Wealth Management, Inc. 2,147 0.00 941 18.36
2025-08-04 13F One Day In July LLC 174,303 11.98 76,414 32.39
2025-08-13 13F Meridian Wealth Partners, LLC 710 -3.01 311 14.76
2025-08-13 13F Natixis Advisors, L.p. 694,588 20.17 305 42.06
2025-05-28 13F Silicon Valley Capital Partners 40,119 -0.23 14,861 -9.96
2025-07-14 13F Baring Financial LLC 3,413 -2.15 1,496 15.70
2025-08-08 13F Firestone Capital Management 1,600 0.00 701 18.21
2025-08-01 13F American Financial & Tax Strategies Inc 1,469 0.00 644 18.38
2025-08-01 13F Stuart Chaussee & Associates, Inc. 116 0.00 51 19.05
2025-08-13 13F Shelton Capital Management 3,383 53.77 1,483 81.96
2025-05-01 13F Schechter Investment Advisors, LLC 82,389 4.39 30,551 -5.69
2025-07-21 13F Ashton Thomas Securities, Llc 8,240 1.34 3,612 19.80
2025-07-31 13F Cornerstone Management, Inc. 355,735 -0.84 155,954 17.23
2025-07-28 13F Perfromance Wealth Partners, LLC 1,290,691 -0.15 565,839 18.05
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 226 0.00 99 19.28
2025-07-29 13F Angeles Wealth Management, Llc 26,507 33.60 11,621 57.94
2025-08-14 13F Hancock Whitney Corp 5,884 256.39 2,580 321.41
2025-07-14 13F Acropolis Investment Management, LLC 21,057 0.44 9,232 18.74
2025-07-14 13F Proathlete Wealth Management Llc 362 27.46 159 50.48
2025-08-12 13F Aspiring Ventures, LLC 693 0.00 304 13.91
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 447,094 0.40 195,938 18.68
2025-07-24 13F Vantage Point Financial LLC 1,122 0.63 492 18.89
2025-08-01 13F Zhang Financial LLC 24,724 73.39 10,839 105.01
2025-08-11 13F Independent Advisor Alliance 3,969 12.06 1,740 32.44
2025-07-30 13F Fusion Family Wealth LLC 3,849 -8.23 1,687 8.49
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 5,872 4.26 2,575 23.28
2025-07-10 13F Shira Ridge Wealth Management 1,673 -0.65 733 17.47
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 3,056 17.67 1,340 39.04
2025-07-29 13F Sigma Investment Counselors Inc 955 1.92 419 20.46
2025-07-09 13F Camelot Technology Advisors, Inc. 900 0.00 395 18.32
2025-08-11 13F Wealthspire Advisors, LLC 896,976 -2.46 393,234 15.32
2025-07-08 13F First International Bank & Trust 1,511 -21.14 662 -6.76
2025-05-16 13F Coordinated Financial Services, Inc./CO 919 -34.22 341 -34.87
2025-07-31 13F New Hampshire Trust 747 0.00 327 18.05
2025-07-18 13F Tanager Wealth Management LLP 1,380 0.00 605 18.20
2025-08-11 13F Lowe Brockenbrough & Co Inc 10 4
2025-07-24 13F Blue Zone Wealth Advisors, LLC 5,893 -0.51 2,583 17.62
2025-07-18 13F Parsons Capital Management Inc/ri 8,959 -10.70 3,928 5.56
2025-08-12 13F Latigo Investments, LLC 20,176 0.00 8,845 18.22
2025-07-28 13F Ritholtz Wealth Management 22,186 -3.77 9,726 13.78
2025-07-11 13F Thomasville National Bank 1,428 -40.94 626 -30.13
2025-08-11 13F United Capital Financial Advisers, Llc 531,327 0.19 232,934 18.45
2025-05-16 13F Laidlaw Wealth Management LLC 0 -100.00 0
2025-07-25 13F Stephens Consulting, LLC 6,020 -0.35 2,639 17.81
2025-07-31 13F Ingalls & Snyder Llc 3,894 -11.34 2 0.00
2025-08-12 13F Goepper Burkhardt LLC 1,789 -41.48 784 -30.80
2025-04-11 13F Ehrlich Financial Group 0 -100.00 0
2025-07-09 13F HFG Wealth Management, LLC 1,964 0.56 728 -9.11
2025-07-25 13F Richardson Financial Services Inc. 14,483 47.92 6,306 73.72
2025-07-30 13F Wbh Advisory Inc 9,487 58.09 4,159 86.88
2025-08-06 13F Adviser Investments LLC 2,176,216 -12.31 954,053 3.67
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 900 395
2025-08-13 13F River Wealth Advisors LLC 3,555 77.13 1,558 109.41
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 6,300 -65.38 2,762 -59.08
2025-07-23 13F Opulen Financial Group LLC 2,035 3.30 892 22.05
2025-08-12 13F Covington Investment Advisors Inc. 8,534 0.79 4 0.00
2025-08-12 13F Weitzel Financial Services, Inc. 968 -6.20 446 21.86
2025-07-17 13F Moss Adams Wealth Advisors LLC 814 0.00 357 18.60
2025-08-12 13F CIBC Private Wealth Group, LLC 39,594 -3.67 17,358 28.18
2025-08-05 13F Dravo Bay Llc 20,286 -0.70 8,893 17.40
2025-07-16 13F/A CX Institutional 14,312 -56.37 6 -50.00
2025-07-22 13F DBK Financial Counsel, LLC 626 0.00 275 18.10
2025-07-24 13F Financial Security Advisor, Inc. 1,301 54.88 571 83.60
2025-07-15 13F Bannerman Wealth Management Group, Llc 1,773 0.00 777 18.26
2025-07-17 13F Chicago Capital, LLC 7,052 0.00 3,092 18.20
2025-07-15 13F Cora Capital Advisors Llc 37,227 -1.52 16,320 16.43
2025-08-11 13F Sharpepoint Llc 0 -100.00 0
2025-07-18 13F QTR Family Wealth, LLC 584 0.00 256 18.06
2025-07-25 13F LRI Investments, LLC 3,319 0.00 1,455 18.29
2025-07-11 13F Harbour Capital Advisors, LLC 4,927 0.00 2,154 23.02
2025-08-15 13F Fidelity D & D Bancorp Inc 1,101 483
2025-08-05 13F Key FInancial Inc 4,542 -0.85 1,991 17.26
2025-07-10 13F Kozak & Associates, Inc. 218 0.46 96 23.08
2025-07-29 13F Stratos Wealth Advisors, LLC 58,896 -0.45 25,820 17.69
2025-08-04 13F Waterfront Wealth Inc. 2,482 2.94 1,088 21.70
2025-08-18 13F/A National Bank Of Canada /fi/ 1,779 -35.64 780 -24.00
2025-04-21 13F O'Dell Group, LLC 0 -100.00 0
2025-08-12 13F TCTC Holdings, LLC 42 0.00 19 20.00
2025-05-15 13F Wealth Management Strategies, Inc. 68,101 14.13 25,253 10,249.59
2025-08-01 13F Belvedere Trading LLC Call 9,900 -56.77 4,340 -48.89
2025-08-06 13F Yelin Lapidot Holdings Management Ltd. 3,835 0.00 1,681 18.21
2025-08-08 13F WP Advisors, LLC 1,393 0.00 611 18.22
2025-07-24 13F Insight Inv LLC 223 0.00 98 18.29
2025-07-25 13F Johnson Investment Counsel Inc 22,773 -23.87 9,984 -10.00
2025-08-14 13F Betterment LLC 290,155 8.47 127 28.28
2025-08-13 13F American Money Management, LLC 558 -3.29 245 14.02
2025-07-31 13F City State Bank 10,271 1.02 4,503 19.42
2025-08-06 13F Robinson Smith Wealth Advisors Llc 4,020 5.73 1,762 25.05
2025-08-07 13F Allworth Financial LP 183,654 10.12 80,514 30.15
2025-07-23 13F Defined Financial Planning LLC 687 -65.49 305 -59.01
2025-08-05 13F Lifeworks Advisors, LLC 3,583 -2.58 1,571 15.19
2025-08-12 13F Sierra Summit Advisors Llc 1,580 -4.01 693 13.44
2025-08-13 13F Ted Buchan & Co 23,777 79.14 10,424 111.78
2025-08-11 13F Frank, Rimerman Advisors LLC 2,643 0.00 1,159 18.16
2025-08-12 13F Edmond De Rothschild Holding S.a. 276 0.00 121 17.65
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 2,334 66.12 1,023 96.35
2025-07-08 13F Charis Legacy Partners, LLC 2,247 1.77 985 20.42
2025-07-11 13F Kingstone Capital Partners Texas, LLC 11,092 3
2025-07-09 13F Lbmc Investment Advisors, Llc 541 237
2025-07-22 13F BridgePort Financial Solutions, LLC 10,491 2.34 4,599 20.99
2025-07-09 13F Sandy Cove Advisors, LLC 3,011 7.15 1,320 26.80
2025-05-28 NP TFAFX - Tactical Growth Allocation Fund Class I 290 -34.09 108 -40.56
2025-07-24 13F Forefront Analytics, LLC 743 326
2025-08-04 13F JDM Financial Group LLC 744 0.00 326 18.55
2025-07-30 13F White Lighthouse Investment Management Inc. 241,727 3.56 105,973 22.43
2025-08-05 13F Gilbert & Cook, Inc. 1,047 -14.74 459 0.88
2025-08-14 13F Jane Street Group, Llc Call 74,700 36.31 32,748 61.16
2025-07-09 13F Market Street Wealth Management Advisors Llc 51,263 1.67 22,474 20.20
2025-08-14 13F Jane Street Group, Llc Put 5,600 194.74 2,455 248.72
2025-08-08 13F Creative Planning 296,917 -0.16 130,168 18.04
2025-08-14 13F Fiduciary Trust Co 2,776 13.54 1,217 34.22
2025-07-09 13F Affinity Capital Advisors, LLC 126,664 -0.50 55,530 21.10
2025-08-08 13F Bailard, Inc. 975 0.00 427 18.28
2025-08-12 13F Allen Capital Group, LLC 2,212 44.01 970 70.30
2025-07-11 13F Wealth Management Partners, LLC 2,096 2.44 920 21.24
2025-08-06 13F Hoxton Planning & Management, LLC 2,952 -2.99 1,294 14.63
2025-08-13 13F My Purposeful Wealth Corp. 154,514 -2.22 70,424 20.18
2025-08-14 13F Full Sail Capital, LLC 1,706 -24.48 748 -10.75
2025-07-22 13F Beacon Financial Advisory LLC 2,568 -16.89 1,126 -1.75
2025-07-25 13F Sequoia Financial Advisors, LLC 167,223 -1.69 73,311 16.23
2025-08-11 13F Great Lakes Advisors, Llc 10,996 -0.74 4,821 17.36
2025-07-17 13F Stockman Wealth Management, Inc. 1,244 -14.62 545 0.93
2025-07-15 13F First City Capital Management, Inc. 1,029 -9.10 451 7.64
2025-08-11 13F GW&K Investment Management, LLC 200 0.00 0
2025-07-24 13F JB Capital LLC 1,367 -2.57 600 15.19
2025-07-09 13F Christopher J. Hasenberg, Inc 64,605 27.24 28,323 49.08
2025-08-11 13F Amara Financial, Llc. 1,779 -0.56 780 17.50
2025-08-06 13F Columbia River Financial Group, LLC 27,656 10.86 13 33.33
2025-07-11 13F Pinnacle Bancorp, Inc. 5,237 0.58 2,296 18.91
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 1,390 0.00 610 18.45
2025-07-17 13F Wolff Wiese Magana Llc 285 0.00 125 18.10
2025-08-13 13F Gamco Investors, Inc. Et Al 730 320
2025-07-23 13F Stephen J. Garry & Associates, Llc 58,031 -2.02 25,441 15.84
2025-07-21 13F Crews Bank & Trust 56,144 4.51 24,614 23.56
2025-05-09 13F Delta Financial Group, Inc. 44,522 2.14 17 0.00
2025-07-14 13F Gries Financial Llc 1,906 31.45 836 55.49
2025-04-24 13F Centerline Wealth Advisors, LLC 0 -100.00 0
2025-07-30 13F Nottingham Advisors, Inc. 510 -9.89 224 6.19
2025-08-05 13F Continuum Wealth Advisors, Llc 993 -94.00 435 -92.91
2025-08-04 13F Balentine LLC 1,305,513 -0.24 572,337 17.94
2025-07-31 13F FSM Wealth Advisors, LLC 12,059 838.44 5,290 1,011.34
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 180,128 -1.56 78,968 16.38
2025-08-12 13F Ameritas Investment Partners, Inc. 425 -15.00 186 0.54
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 1,924 11.60 843 31.92
2025-08-13 13F Valued Retirements, Inc. 1,728 -6.29 757 10.83
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 18,242 -3.65 7,997 13.92
2025-08-15 13F Northeast Financial Consultants Inc 774,827 0.62 339,684 18.96
2025-07-11 13F Seacrest Wealth Management, Llc 4,536 -2.43 1,989 15.31
2025-05-13 13F Brooklyn FI, LLC 0 -100.00 0 -100.00
2025-07-11 13F Rockwood Wealth Management, LLC 5,875 -7.17 2,576 9.76
2025-08-13 13F Royal Fund Management, LLC 20,714 2.43 9,091 21.09
2025-04-09 13F Compass Investment Advisers LLC 12,271 5,037
2025-07-24 13F Capital Advisors, Ltd. LLC 30,200 -0.26 13 18.18
2025-07-16 13F Crowley Wealth Management, Inc. 50 0.00 22 16.67
2025-07-23 13F Mainsail Asset Management, Llc 92,233 2.02 40,435 20.61
2025-07-11 13F Cypress Financial Planning Llc 2,751 -0.07 1,206 18.24
2025-08-19 13F Anchor Investment Management, LLC 6,297 4.57 2,761 23.60
2025-07-23 13F L.K. Benson & Company, P.C. 485 -22.65 213 -8.62
2025-07-18 13F First United Bank Trust/ 22,817 5.04 10,003 24.19
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-08-13 13F Holos Integrated Wealth LLC 3,433 -7.42 1,576 14.70
2025-08-12 13F Retirement Planning Co of New England, Inc. 4,274 -1.16 1,874 16.84
2025-08-14 13F IHT Wealth Management, LLC 31,188 4.64 13,673 23.72
2025-07-22 13F Global Assets Advisory, LLC 0 -100.00 0
2025-08-05 13F NewSquare Capital LLC 7 -99.29 3 -99.18
2025-08-06 13F Golden State Wealth Management, LLC 2,916 -1.69 1,279 16.29
2025-07-09 13F Sandbox Financial Partners, LLC 79,870 1.41 35,015 19.89
2025-07-23 13F Matisse Capital 804 0.00 352 18.12
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 71,041 -1.62 31,144 16.31
2025-07-17 13F Venture Visionary Partners LLC 173,434 1.93 76,034 20.51
2025-07-09 13F Westbourne Investments, Inc. 6,524 -0.12 2,860 18.08
2025-08-13 13F Gateway Wealth Partners, LLC 2,755 2.00 1,208 20.58
2025-07-23 13F Golden Reserve Retirement LLC 463 203
2025-05-09 13F Novus Advisors, Llc 0 -100.00 0
2025-07-28 13F Patten & Patten Inc/tn 5,255 1.92 2,304 20.51
2025-08-04 13F UNIVEST FINANCIAL Corp 6,656 -2.80 2,918 14.93
2025-07-17 13F Janney Montgomery Scott LLC 158,357 -8.82 69 7.81
2025-07-18 13F Philip James Wealth Mangement, LLC 539 236
2025-07-28 13F Davidson Trust Co 9,877 3.21 4,329 22.01
2025-07-28 13F Duncker Streett & Co Inc 421 0.00 185 17.95
2025-08-08 13F Compass Wealth Management LLC 0 -100.00 0
2025-07-22 13F Belpointe Asset Management LLC 59,831 1,016.67 26,231 1,220.75
2025-08-14 13F Ancora Advisors, LLC 6,569 2.72 2,880 21.43
2025-07-22 13F Jamison Private Wealth Management, Inc. 665 0.00 292 18.29
2025-08-14 13F Ambassador Advisors, LLC 3,217 13.51 1,410 34.29
2025-06-30 NP Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R 21,272 -6.40 8,047 -15.37
2025-08-14 13F First Foundation Advisors 1,137 -32.84 498 -20.57
2025-08-05 13F Prosperity Wealth Management, Inc. 1,715 26.20 752 49.30
2025-07-18 13F Heritage Financial Services, LLC 4,541 3.98 1,991 22.92
2025-08-12 13F Vawter Financial, Ltd. 0 -100.00 0
2025-07-23 13F HTG Investment Advisors, Inc. 15,855 3.61 6,951 22.49
2025-04-29 13F Crew Capital Management, Ltd. 0 -100.00 0
2025-08-12 13F J.w. Cole Advisors, Inc. 117,772 128.63 51,631 170.31
2025-04-15 13F Corrigan Financial, Inc. 201,089 3.00 74,568 -6.95
2025-08-08 13F King Wealth 1,780 -9.87 1
2025-08-19 13F Wealth Group, Ltd. 0 -100.00 0
2025-08-27 NP VHGEX - Vanguard Global Equity 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 15,549 -71.16 6,817 -65.90
2025-08-14 13F Vista Private Wealth Partners. LLC 1,225 537
2025-04-18 13F Financial Partners Group, LLC 0 -100.00 0
2025-07-14 13F CHICAGO TRUST Co NA 1,223 536
2025-07-23 13F Arcadia Investment Advisors Llc 8,825 -0.71 3,869 17.39
2025-08-12 13F Forum Private Client Group LLC 8,318 1.72 3,646 20.25
2025-07-08 13F Madison Park Capital Advisors, LLC 20,443 -8.70 8,962 7.94
2025-07-31 13F Conservest Capital Advisors, Inc. 2,491 -1.70 1,092 16.29
2025-08-13 13F Trustmark National Bank Trust Department 134,022 4.03 58,755 22.99
2025-08-08 13F Petix & Botte Co 23,555 0.19 10,327 18.44
2025-08-14 13F Hirtle Callaghan & Co LLC 160,665 -2.10 70,436 15.74
2025-07-02 13F Helen Stephens Group, LLC 14,706 9.55 6,447 29.51
2025-07-29 13F TFC Financial Management 664 -13.77 291 2.11
2025-08-04 13F IFG Advisory, LLC 27,528 4.04 12,068 23.00
2025-07-16 13F John W. Brooker & Co., CPAs 0 -100.00 0
2025-07-16 13F Perigon Wealth Management, LLC 74,906 -6.56 32,839 10.47
2025-07-07 13F Schulz Wealth, LTD. 732 0.00 321 18.08
2025-05-06 13F Fpc Investment Advisory, Inc. 0 -100.00 0 -100.00
2025-08-06 13F SOUTH STATE Corp 28,619 12.86 12,547 33.44
2025-08-07 13F Donaldson Capital Management, Llc 13,967 4.35 6,123 23.35
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100.00 0
2025-07-15 13F IMS Capital Management 457 201
2025-07-10 13F Kmg Fiduciary Partners, Llc 8,039 0.00 3,524 18.26
2025-08-01 13F Penobscot Wealth Management 1,047 459
2025-07-01 13F Harbor Investment Advisory, Llc 28,647 8.27 12,559 28.00
2025-07-16 13F Embree Financial Group 7,832 50.64 3,434 78.15
2025-08-14 13F Talon Private Wealth, LLC 9,468 -16.90 4,151 -3.58
2025-08-12 13F SRS Capital Advisors, Inc. 181,207 10.95 91,190 50.57
2025-07-22 13F IVC Wealth Advisors LLC 46,625 -3.58 20,440 13.99
2025-08-12 13F Accredited Wealth Management, LLC 63 0.00 28 17.39
2025-07-30 13F First Citizens Bank & Trust Co 4,632 45.07 2,031 71.45
2025-08-18 13F Hershey Financial Advisers, LLC 1,179 -72.79 517 -70.98
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 1,053 462
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 3,477 25.21 1,524 48.10
2025-08-08 13F Bouchey Financial Group Ltd 2,615 0.00 1,147 18.27
2025-04-15 13F Rockingstone Advisors LLC 0 -100.00 0
2025-07-25 13F Quantum Financial Planning Services, Inc. 128,706 4.23 56,425 23.22
2025-07-09 13F Reyes Financial Architecture, Inc. 0 -100.00 0
2025-07-15 13F BCS Wealth Management 12,413 0.46 5 25.00
2025-07-30 13F Alexis Investment Partners, LLC 14,583 -10.26 6,357 5.60
2025-08-11 13F Stonebrook Private Inc. 4,314 0.00 1,891 18.26
2025-08-07 13F Sollinda Capital Management LLC 2,280 1,000
2025-08-15 13F Morgan Stanley 14,559,215 3.84 6,382,762 22.76
2025-08-26 13F/A Thrivent Financial For Lutherans 152,640 120.96 67 153.85
2025-08-12 13F Argent Trust Co 5,596 -9.41 2,453 7.12
2025-08-12 13F Clearwater Capital Advisors, LLC 21,484 -0.35 9,419 17.81
2025-04-30 13F J Hagan Capital, Inc. 4,157 1,706
2025-08-12 13F BlueStem Wealth Partners, LLC 167,739 -29.52 73,537 -16.68
2025-07-25 13F Lion Street Advisors, LLC 3,823 -28.34 1,676 -15.27
2025-07-29 13F Aspiriant, Llc 11,951 0.00 5,239 18.24
2025-07-14 13F Iams Wealth Management, Llc 498 219
2025-08-08 13F Apex Wealth Management, LLC 15,034 -7.84 6,591 8.94
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 70 -20.45 31 -6.25
2025-08-08 13F Thrive Capital Management, LLC 18,323 8,033
2025-08-13 13F Fisher Asset Management, LLC 9,708 44.85 4,256 71.27
2025-08-14 13F Capital Planning Advisors, LLC 14,448 -0.86 6,334 17.23
2025-07-09 13F Stony Point Wealth Management Inc. 678 0.00 297 18.33
2025-07-23 13F Lansing Street Advisors 27,185 7.32 11,932 27.03
2025-08-13 13F ASB Consultores, LLC 0 -100.00 0
2025-07-09 13F Alesco Advisors Llc 620 0.00 272 18.34
2025-07-15 13F Ballentine Partners, LLC 6,388 0.00 2,800 18.24
2025-07-18 13F Swp Financial Llc 30,374 -20.12 13,316 -5.56
2025-07-24 13F Drucker Wealth 3.0, LLC 15,126 -11.59 6,693 5.52
2025-08-13 13F Amundi 0 -100.00 0
2025-08-27 NP XRLX - FundX Conservative ETF 10,185 3.98 4,465 22.94
2025-07-29 13F Lesa Sroufe & Co 0 -100.00 0
2025-07-29 13F Huntleigh Advisors, Inc. 823 0.00 361 18.03
2025-08-11 13F TD Waterhouse Canada Inc. 4,045 1.68 1,754 18.05
2025-08-07 13F Everhart Financial Group, Inc. 250,772 16.82 109,939 38.11
2025-07-16 13F Signaturefd, Llc 163,029 10.42 71,472 30.55
2025-07-23 13F Madden Advisory Services, Inc. 3,342 0.91 1,465 19.30
2025-07-17 13F Guyasuta Investment Advisors Inc 7,905 6.75 3,466 26.23
2025-06-03 13F Invst, LLC 6,512 -4.80 2,415 -14.00
2025-07-30 13F Retirement Planning Group 83,429 -0.20 36,575 17.99
2025-07-09 13F Catalyst Private Wealth, Llc 11,831 -8.18 5,187 8.54
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 1,769 -15.32 776 0.13
2025-07-18 13F Trilogy Capital Inc. 4,339 -0.69 1,902 17.41
2025-07-09 13F WealthCare Investment Partners, LLC 3,873 2.27 1,712 32.02
2025-07-17 13F/A Capital Investment Advisors, LLC 12,041 34.97 5,279 59.60
2025-07-24 13F Trevian Wealth Management LLC 754 0.00 0
2025-08-14 13F Sequent Planning LLC 1,813 70.23 795 101.01
2025-04-11 13F Safeguard Financial, LLC 355,130 3.15 131,689 -6.80
2025-08-14 13F DecisionPoint Financial, LLC 27 17.39 12 37.50
2025-08-05 13F Navalign, LLC 1,540 -12.85 675 3.05
2025-07-17 13F Beacon Capital Management, LLC 92,153 -8.64 40,400 8.01
2025-07-29 13F Werba Rubin Papier Wealth Management 41,371 3.63 18,137 22.52
2025-07-21 13F Old Second National Bank Of Aurora 130 -21.21 57 -8.20
2025-08-04 13F Continental Investors Services, Inc. 1,193 -1.97 523 15.74
2025-08-07 13F Fidelis Capital Partners, LLC 3,908 36.55 1,781 65.37
2025-08-14 13F Glen Eagle Advisors, LLC 15,211 -13.30 6,668 2.51
2025-08-14 13F Riggs Asset Managment Co. Inc. 7,868 -9.82 3,449 6.62
2025-08-04 13F Kovack Advisors, Inc. 15,517 -8.35 6,803 8.36
2025-07-17 13F Prepared Retirement Institute LLC 4,725 -5.82 2,071 11.34
2025-08-14 13F Stifel Financial Corp 735,886 0.54 322,659 18.87
2025-08-14 13F Obsidian Personal Planning Solutions LLC 6,139 0.08 2,692 15.99
2025-08-07 13F Legacy Advisors, LLC 0 -100.00 0
2025-07-08 13F Next Level Private LLC 3,954 2.09 1,733 20.68
2025-07-18 13F Northstar Group, Inc. 17,682 0.11 7,752 18.35
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 897 0.00 393 18.37
2025-08-05 13F Westside Investment Management, Inc. 1,191 1.19 522 19.72
2025-08-14 13F Smartleaf Asset Management LLC 13,989 -10.28 6,105 5.71
2025-08-19 13F Newbridge Financial Services Group, Inc. 17,406 10.70 7,631 30.87
2025-05-09 13F Prime Buchholz LLC 0 -100.00 0
2025-07-31 13F Sentinel Trust Co Lba 758 -1.43 0
2025-07-31 13F 180 Wealth Advisors, Llc 2,804 14.78 1,229 35.80
2025-08-13 13F Dana Investment Advisors, Inc. 3,450 4.55 1,513 23.63
2025-08-13 13F Allegheny Financial Group LTD 4,370 12.40 1,916 32.80
2025-07-16 13F Vision Capital Management, Inc. 1,936 8.16 849 27.90
2025-08-07 13F Nwam Llc 42,997 -53.86 19,556 -43.41
2025-08-07 13F Sierra Ocean, Llc 1,773 0.00 777 18.26
2025-07-11 13F Marshall & Sullivan Inc /wa/ 114 50
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 10,116 3.88 4,435 22.79
2025-08-04 13F Impact Partnership Wealth, LLC 52,483 48.06 23,009 75.06
2025-07-11 13F Annex Advisory Services, LLC 2,822 -35.97 1,237 -24.30
2025-07-28 13F Twin Tree Management, LP Put 9,800 4,296
2025-08-14 13F Keebeck Wealth Management, LLC 8,213 -0.74 3,605 17.47
2025-08-13 13F American Investment Services, Inc. 81,335 -21.39 35,657 -7.06
2025-04-16 13F West Branch Capital LLC 0 -100.00 0
2025-07-23 13F Stonegate Investment Group, LLC 9,766 2.93 4,281 21.69
2025-07-29 13F Activest Wealth Management 588 -49.66 258 -40.65
2025-08-14 13F Ruggaard & Associates LLC 2,962 -17.42 1,298 -2.41
2025-08-26 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 9,275 4,066
2025-08-11 13F FSA Wealth Management LLC 1,468 -0.47 644 17.77
2025-07-14 13F Chapin Davis, Inc. 3,395 0.03 1,488 18.20
2025-08-13 13F Tobias Financial Advisors, Inc. 75,157 0.65 32,949 18.99
2025-07-22 13F Dougherty Wealth Advisers LLC 82,223 -10.17 36,047 6.20
2025-07-29 13F Kelman-Lazarov, Inc. 9,035 -0.47 3,961 17.65
2025-07-31 13F Pullen Investment Management, LLC 842 0.00 369 18.27
2025-08-07 13F/A Joseph Group Capital Management 117 51
2025-08-14 13F Chilton Investment Co Llc 1,561 -78.64 684 -74.76
2025-07-31 13F Oak Harbor Wealth Partners, Llc 494 199.39 217 254.10
2025-07-25 13F Keener Financial Planning LLC 83 0.00 0
2025-08-06 13F Vantage Financial Partners, LLC 4,922 0.98 2,158 19.37
2025-07-28 13F Private Wealth Asset Management, LLC 13,046 -8.60 5,719 8.07
2025-08-14 13F Price T Rowe Associates Inc /md/ 3,262 -4.79 1 0.00
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,971 -30.37 4,371 -17.68
2025-07-24 13F Us Bancorp \de\ 302,853 -1.06 132,771 16.97
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 2,349 -37.86 1,030 -26.55
2025-08-07 13F Laffer Investments 1,260 87.78 552 122.58
2025-08-12 13F Waddell & Associates, Llc 518 -15.36 227 0.00
2025-08-05 13F Sigma Planning Corp 14,466 2.49 6,343 21.19
2025-08-12 13F Peachtree Investment Partners, LLC 50 0.00 22 16.67
2025-07-14 13F Argentarii, LLC 1,929 4.38 846 23.50
2025-07-22 13F Accel Wealth Management 3,966 1.67 1,739 20.19
2025-08-07 13F Rathbone Brothers plc 490 215
2025-07-31 13F Harbour Investment Management Llc 590 -5.14 259 12.17
2025-08-07 13F Birchcreek Wealth Management, LLC 9,734 1.89 4,267 20.47
2025-08-14 13F Pecaut & Co. 4,715 30.75 2,067 54.60
2025-07-22 13F Hickory Asset Management, Inc. 5,147 0.00 2,256 18.24
2025-08-14 13F/A Skopos Labs, Inc. 425 31.99 186 55.46
2025-08-04 13F Partners in Financial Planning 142,109 -1.75 62,300 16.15
2025-08-11 13F One Capital Management, LLC 38,996 -62.41 17,096 -55.56
2025-07-23 13F High Note Wealth, LLC 439 0.00 192 18.52
2025-05-07 13F Spectrum Wealth Counsel, LLC 12,003 2.74 4,451 -7.19
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 11,095 -22.04 4,829 -8.60
2025-07-18 13F Columbia Asset Management 6,390 1.22 2,801 19.65
2025-08-07 13F Americana Partners, LLC 5,094 48.12 2,233 75.14
2025-08-06 13F Forbes Financial Planning, Inc. 877 -15.10 384 0.26
2025-07-17 13F Summit Financial Strategies, Inc. 2,744 -14.81 1,203 0.67
2025-08-14 13F Becker Capital Management Inc 239,068 6.50 104,928 26.05
2025-08-14 13F Mercer Global Advisors Inc /adv Put 372,148 162,189
2025-08-14 13F Pinnacle Family Advisors, LLC 1,266 -0.16 555 18.09
2025-07-16 13F Rezny Wealth Management, Inc. 323,948 1.32 142,019 19.79
2025-08-14 13F Wealth Preservation Advisors, LLC 5,779 -0.96 2,533 17.11
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 5,240 2,297
2025-08-12 13F Eldridge Investment Advisors, Inc. 3,354 -1.84 1,471 16.02
2025-08-14 13F LifePlan Investment Advisors, Inc. 14,928 22.46 6,544 44.78
2025-08-06 13F Wsfs Capital Management, Llc 12,056 -0.74 5,285 17.37
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 1,865 0.00 818 18.23
2025-08-05 13F Huntington National Bank 9,486 20.37
2025-08-12 13F AIMZ Investment Advisors, LLC 1,076 -5.70 472 11.35
2025-07-18 13F Marino, Stram & Associates Llc 84,703 11.98 37,134 32.39
2025-07-31 13F Gallagher Capital Advisors, LLC 0 -100.00 0
2025-07-09 13F Wolff Financial Management Llc 94,705 0.05 42 17.14
2025-08-05 13F Fourth Dimension Wealth, LLC 15,370 -25.76 6,738 -12.23
2025-08-13 13F Orleans Capital Management Corp/la 615 -1.60 270 16.45
2025-07-22 13F Berger Financial Group, Inc 34,454 1.90 15,104 20.47
2025-08-06 13F Stonebridge Financial Planning Group, LLC 6,964 -2.81 3,053 14.91
2025-07-16 13F Stillwater Capital Advisors, LLC 605 0.00 265 18.30
2025-07-30 13F Paul Damon & Associates, Inc. 560 0.00 246 18.36
2025-08-07 13F Midwest Trust Co 31,162 13,662
2025-05-20 13F Blue Rock Wealth Management LLC 3,207 45.24 1,189 31.24
2025-08-08 13F Capital Investment Counsel, Inc 298 0.00 131 18.18
2025-05-08 13F Us Financial Advisors, Llc 895 -0.89 332 -10.54
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 700 6.54 307 25.93
2025-08-11 13F Atlantic Private Wealth, LLC 1,857 0.00 814 18.31
2025-07-18 13F Naples Global Advisors, Llc 654 -0.76 287 17.21
2025-07-22 13F Journey Beyond Wealth, LLC 16,491 9.22 7,230 29.11
2025-07-29 13F Signature Estate & Investment Advisors Llc 1,022,867 15.33 448,425 36.34
2025-07-30 13F Forum Financial Management, LP 7,549 4.34 3,309 23.38
2025-08-14 13F Financial Engines Advisors L.L.C. 7,251,506 -0.66 3,179,060 17.45
2025-07-31 13F Buckingham Strategic Partners 40,125 0.08 17,591 18.32
2025-09-05 13F/A Prospera Capital Management, LLC 10,286 3.30 4,514 22.26
2025-07-08 13F Northstar Advisory Group, LLC 2,318 0.09 1,016 18.41
2025-08-14 13F Helium Advisors LLC 1,433 0.00 628 18.27
2025-08-12 13F Integrated Advisors Network LLC 6,615 -15.39 2,900 0.00
2025-08-14 13F Financial Advisors Network, Inc. 65,841 5.07 28,865 24.22
2025-07-16 13F GenWealth Group, Inc. 91,915 7.43 40,296 27.01
2025-08-08 13F Kingsview Wealth Management, LLC 31,377 1.61 13,756 20.13
2025-08-14 13F NCM Capital Management, LLC 15,518 6.32 6,820 26.02
2025-08-12 13F PKS Advisory Services, LLC 1,588 8.92 696 28.89
2025-08-08 13F Wealth Quarterback LLC 778 0.00 341 18.06
2025-08-11 13F Strategic Wealth Partners, Ltd. 2,257 38.55 989 42.30
2025-08-14 13F Balyasny Asset Management Llc 0 -100.00 0
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 549 241
2025-07-10 13F Clare Market Investments LLC 825 0.00 362 18.36
2025-08-08 13F ProVise Management Group, LLC 6,865 -1.05 3,010 16.99
2025-08-08 13F Laurel Wealth Planning LLC 929 -1.80 407 16.29
2025-07-24 13F Bernard Wealth Management Corp. 269 0.00 118 18.18
2025-08-08 13F Wiser Advisor Group LLC 4,379 -17.21 1,920 -2.14
2025-07-22 13F Awm Capital, Llc 0 -100.00 0
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 273 0.00 120 17.82
2025-08-12 13F WealthTrak Capital Management LLC 1,045 2.45 458 21.16
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 8,701 1.59 3,815 20.09
2025-07-23 13F Spectrum Asset Management, Inc. (NB/CA) 3,602 -41.31 1,581 -30.55
2025-07-18 13F Magnolia Private Wealth, LLC 551 0.00 242 18.14
2025-08-06 13F Van Cleef Asset Management,Inc 582 0.00 255 18.60
2025-08-14 13F Douglass Winthrop Advisors, LLC 570 2.15 250 20.87
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 146,387 -4.18 64,176 13.29
2025-07-31 13F Leavell Investment Management, Inc. 10,870 0.45 4,771 18.92
2025-07-29 13F Financial Futures Ltd Liability Co. 1,404 -0.92 615 17.14
2025-08-13 13F Kuhn & Co Investment Counsel 9,907 8.64 4,343 28.45
2025-08-18 13F Pacific Center for Financial Services 139 0.00 61 17.65
2025-07-24 13F Gilliland Jeter Wealth Management LLC 11,348 0.01 4,975 18.26
2025-07-28 13F Nadler Financial Group, Inc. 148,666 -2.98 65,175 14.70
2025-08-07 13F Winthrop Capital Management, LLC 13,632 2.80 6 25.00
2025-07-30 13F Cullen/frost Bankers, Inc. 576,028 -1.73 252,531 16.18
2025-08-05 13F Cherry Tree Wealth Management, LLC 3,483 -2.16 1,527 15.61
2025-07-11 13F Petredis Investment Advisors Llc 1,701 0.00 746 18.25
2025-08-13 13F Nicolet Bankshares Inc 5,012 -6.74 2,197 10.29
2025-07-21 13F Triad Wealth Partners, LLC 2,211 124.01 969 164.75
2025-07-23 13F Elevate Wealth Advisory, Inc 408 55.13 179 84.54
2025-07-29 13F Stratos Wealth Partners, LTD. 49,859 16.92 21,858 38.23
2025-07-14 13F Main Line Retirement Advisors, LLC 25,599 4.80 11,222 23.90
2025-07-14 13F AdvisorNet Financial, Inc 41,318 -13.38 18,114 2.40
2025-07-28 13F Bridges Investment Management Inc 5,870 2.62 2,573 21.31
2025-08-08 13F Tortoise Investment Management, LLC 532 -1.30 233 17.09
2025-07-29 13F Wingate Wealth Advisors, Inc. 4,637 -3.74 2,033 13.77
2025-07-18 13F Arcadia Wealth Management, LLC 73,431 9.89 32,192 29.92
2025-07-28 13F Stegner Investment Associates Inc. 547 -8.07 240 8.64
2025-08-08 13F Brickley Wealth Management 120,887 -0.25 52,997 17.93
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 13,325 -1.63 5,842 16.29
2025-05-28 NP TFAGX - TFA AlphaGen Growth Fund Class I 1,030 0.00 382 -9.72
2025-07-14 13F Narus Financial Partners, LLC 1,576 40.84 691 66.67
2025-07-10 13F Orgel Wealth Management, LLC 2,322 7.80 1,018 27.44
2025-07-16 13F Jentner Corp 161,563 0.97 70,829 19.37
2025-08-12 13F Laurel Wealth Advisors LLC 9,185,671 45,809.99 21 -99.73
2025-07-24 13F Mengis Capital Management, Inc. 487 214
2025-07-15 13F StoneCrest Wealth Management, Inc. 1,161 14.84 509 35.83
2025-08-12 13F Viawealth, Llc 2,692 1.09 1,180 19.55
2025-08-13 13F Transce3nd, LLC 406 37.63 178 62.39
2025-08-13 13F Proactive Wealth Strategies LLC 1,314 2.18 1
2025-08-14 13F Waterford Advisors, LLC 1,280 -97.94 28,105 22.10
2025-07-31 13F Sage Mountain Advisors LLC 14,444 33.03 6,332 57.28
2025-08-14 13F Fairview Capital Investment Management, Llc 1,166 0.00 511 18.29
2025-07-17 13F Northwest Wealth Management, Llc 2,039 -2.35 894 15.50
2025-08-07 13F Apeiron RIA LLC 7,741 -3.83 3,394 13.71
2025-07-30 13F D.a. Davidson & Co. 1,758,337 2.63 770,855 21.33
2025-08-12 13F Charles Schwab Investment Management Inc 686,901 -9.01 301,137 7.57
2025-07-11 13F Capital Advantage, Inc. 905 -43.22 397 -39.45
2025-04-24 13F Wright Fund Managment, LLC 0 -100.00 0
2025-08-08 13F Phoenix Wealth Advisors 681 0.00 299 18.25
2025-03-12 13F/A Private Capital Management Llc 3,128 -5.44 1,170 2.72
2025-07-17 13F Norris Perne & French Llp/mi 4,702 -1.59 2,061 16.37
2025-07-16 13F Marmo Financial Group, LLC 62,794 0.55 27,529 18.88
2025-07-30 13F Bleakley Financial Group, LLC 24,130 11.33 10,579 31.62
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-07-22 13F Powell Investment Advisors, LLC 4,915 0.00 2,157 18.39
2025-04-29 13F Financial Network Wealth Management LLC 5,720 -2.34 2 0.00
2025-07-30 13F WESPAC Advisors SoCal, LLC 4,603 -40.34 2,018 -29.47
2025-08-13 13F Northwestern Mutual Wealth Management Co 1,785,539 2.18 782,781 20.80
2025-07-25 13F Sharp Financial Services, LLC 980 -11.15 430 4.89
2025-08-04 13F BLB&B Advisors, LLC 27,810 -0.65 12,192 17.47
2025-08-12 13F Pathstone Holdings, LLC 250,803 38.67 96,818 44.36
2025-07-29 13F Stordahl Capital Management, Inc. 587 4.82 257 24.15
2025-07-15 13F FLP Wealth Management, LLC 853 -42.21 316 -47.77
2025-04-23 13F Ami Asset Management Corp 0 -100.00 0
2025-07-31 13F Dodds Wealth, LLC 105,319 265.77 46,172 332.43
2025-07-10 13F Security National Bank 450 0.00 197 18.67
2025-07-15 13F GSB Wealth Management, LLC 642 0.00 281 18.07
2025-08-19 13F Asset Dedication, LLC 4,846 7.02 2,125 26.50
2025-07-25 13F GFS Advisors, LLC 13,173 -5.04 5,775 12.27
2025-07-31 13F Brighton Jones Llc 18,224 11.07 7,989 31.31
2025-08-08 13F L & S Advisors Inc 2,610 30.70 1,144 54.59
2025-08-11 13F Slagle Financial, LLC 1,003 -21.39 440 -7.19
2025-07-23 13F Woodside Wealth Management LLC 21,735 0.86 9,529 19.23
2025-08-13 13F EverSource Wealth Advisors, LLC 174,226 4.11 76,381 23.08
2025-04-15 13F Noble Wealth Management PBC 1,012 45.40 375 31.58
2025-08-14 13F Cascades Capital Asset Management, LLC 14,198 0.02 6,224 18.26
2025-08-12 13F Financial Advocates Investment Management 3,360 -53.83 1,473 -45.44
2025-08-11 13F Inspire Advisors, LLC 704 11.57 308 32.19
2025-08-11 13F FineMark National Bank & Trust 9,803 56.07 4,298 84.50
2025-05-09 13F Altfest L J & Co Inc 0 -100.00 0
2025-07-18 13F Cohen Klingenstein LLC 14,733 0.51 6,459 18.82
2025-08-14 13F Quantinno Capital Management LP 54,639 36.15 23,954 60.96
2025-08-18 13F/A Westwood Holdings Group Inc 27,303 -5.71 11,970 11.47
2025-07-28 13F Founders Grove Wealth Partners, Llc 47,449 5.46 20,802 24.68
2025-08-14 13F Balanced Rock Investment Advisor 1,391 -26.52 610 -13.12
2025-08-11 13F Angeles Investment Advisors, LLC 22,219 1.04 9,741 19.45
2025-07-28 13F Aries Wealth Management 37,978 1.34 16,650 19.81
2025-07-15 13F Garrett Investment Advisors LLC 14,980 11.41 6,567 31.74
2025-08-12 13F FourThought Financial Partners, LLC 1,086 -3.72 476 13.88
2025-08-14 13F Modern Wealth Management, LLC 3,300 21.77 1,447 44.02
2025-08-14 13F West Coast Financial LLC 0 -100.00 0
2025-08-07 13F Shared Vision Wealth Group LLC 1,978 0.00 901 22.78
2025-08-11 13F Brown Brothers Harriman & Co 14,743 -0.41 6,463 17.74
2025-07-16 13F Minichmacgregor Wealth Management, Llc 856 -5.10 375 12.28
2025-08-14 13F Mercer Global Advisors Inc /adv 0 -100.00 0 -100.00
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 48,991 2.23 21,478 20.88
2025-07-09 13F Channel Wealth Llc 2,058 -0.24 902 17.91
2025-08-27 13F Seneca Financial Advisors LLC 1,693 0.00 742 18.34
2025-07-25 13F Allspring Global Investments Holdings, LLC 583 -98.86 254 -98.68
2025-08-13 13F B&D White Capital Company, LLC 22,871 -72.37 10,024 -67.34
2025-07-23 13F Country Club Bank /gfn 3,843 -2.63 1,677 14.71
2025-08-06 13F Spurstone Advisory Services, LLC 4 0.00 2 0.00
2025-08-13 13F Saiph Capital, LLC 4,313 5.20 1,891 24.34
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 445,182 0.00 195,168 18.22
2025-08-14 13F Aprio Wealth Management, LLC 2,816 0.00 1,234 18.20
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 1,890 -46.66 829 -36.94
2025-04-22 13F Mendota Financial Group, LLC 0 -100.00 0
2025-07-08 13F Braun-Bostich & Associates Inc. 970 0.00 425 18.38
2025-08-13 13F Berkshire Asset Management Llc/pa 0 -100.00 0
2025-05-15 13F One Wealth Capital Management, Llc 0 -100.00 0
2025-08-12 13F Seeds Investor Llc 12,179 -6.78 5,339 10.22
2025-07-22 13F Wells Trecaso Financial Group, LLC 886 2.67 388 21.25
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 42,821 1.84 18,773 23.14
2025-08-08 13F Larson Financial Group LLC 5,528 24.76 2,424 47.47
2025-08-12 13F Fortis Capital Management LLC 1,316 0.00 577 18.28
2025-07-28 13F Cypress Wealth Services, LLC 1,341 2.76 588 21.28
2025-07-24 13F Morton Brown Family Wealth, LLC 143 0.00 63 16.98
2025-07-29 13F Empirical Asset Management, LLC 2,003 -0.99 878 17.07
2025-08-04 13F Noesis Capital Mangement Corp 3,308 -1.78 1,450 16.19
2025-07-16 13F Magnus Financial Group LLC 131,523 0.82 57,660 19.20
2025-07-22 13F Red Door Wealth Management, LLC 1,470 -0.94 644 17.09
2025-07-29 13F Mezzasalma Advisors, LLC 8,212 12.34 3,600 32.84
2025-08-12 13F Holderness Investments Co 2,330 9.85 1,021 29.90
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 965 423
2025-08-18 13F Front Row Advisors LLC 17 0.00 7 16.67
2025-07-17 13F New Perspectives, Inc 1,819 0.00 797 18.25
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-07-29 13F APCM Wealth Management for Individuals 2,231 -0.62 978 17.55
2025-08-15 13F High Falls Advisors, Inc 1,098 0.00 481 18.18
2025-07-09 13F Keystone Wealth Services, LLC 1,566 5.45 687 24.73
2025-07-30 13F MEMBERS Trust Co 204,775 20.29 89,773 42.21
2025-08-05 13F Ellevest, Inc. 1,307 -85.62 573 -83.00
2025-08-06 13F Carnegie Lake Advisors LLC 1,333 17.86 1
2025-08-11 13F PFG Private Wealth Management, LLC 0 -100.00 0
2025-07-22 13F Clarius Group, LLC 31,425 0.00 13,777 18.22
2025-08-13 13F Empire Financial Management Company, LLC 1,492 10.93 654 31.33
2025-08-13 13F Advocacy Wealth Management Services, LLC 11,604 0.00 5,087 18.25
2025-08-15 13F Tower Research Capital LLC (TRC) 4 -94.29 2 -96.00
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0
2025-07-08 13F Ptm Wealth Management, Llc 724 0.00 320 34.45
2025-07-30 13F/A KPP Advisory Services LLC 4,578 -8.93 2,007 7.67
2025-08-14 13F Tennessee Valley Asset Management Partners 0 -100.00 0
2025-05-15 13F Squarepoint Ops LLC 0 -100.00 0
2025-08-08 13F POM Investment Strategies, LLC 0 -100.00 0
2025-07-23 13F Ironwood Financial, llc 5,486 0.00 2,034 0.00
2025-07-23 13F WoodTrust Financial Corp 0 -100.00 0
2025-07-25 13F Cwm, Llc 532,190 0.01 233 18.27
2025-07-10 13F Redhawk Wealth Advisors, Inc. 1,263 -7.88 554 8.86
2025-07-24 13F IFP Advisors, Inc 113,281 -29.56 49,694 -16.70
2025-08-11 13F Brass Tax Wealth Management, Inc 1,030 9.57 452 29.60
2025-08-13 13F Milestone Investment Advisors LLC 42,195 -6.42 18,498 10.63
2025-07-15 13F MCF Advisors LLC 29,987 0.00 13,156 18.31
2025-07-11 13F Physician Wealth Solutions Inc. 637 0.00 279 18.22
2025-08-14 13F First Commonwealth Financial Corp /pa/ 708 -68.21 310 -62.42
2025-07-07 13F Dominguez Wealth Management Solutions, Inc. 50,450 5.83 22,117 25.12
2025-08-13 13F Level Four Advisory Services, Llc 16,345 22.68 7,166 45.04
2025-08-12 13F Umpqua Bank 652 0.00 286 18.26
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 62 1.64 27 22.73
2025-07-16 13F True North Advisors, LLC 544 0.00 238 18.41
2025-08-08 13F WASHINGTON TRUST Co 1,543 4.05 676 23.13
2025-07-29 13F FLC Capital Advisors 1,534 50.39 673 77.78
2025-07-09 13F Bulwark Capital Corp 124 54
2025-07-22 13F Woodmont Investment Counsel Llc 410,717 2.67 180,058 21.38
2025-08-13 13F Jump Financial, LLC 4,241 1,859
2025-08-13 13F Keystone Financial Group 17,528 4.85 7,684 23.96
2025-07-09 13F Byrne Asset Management LLC 10 0.00 4 33.33
2025-08-11 13F Brown Wealth Management, Llc 70,173 5.38 30,764 24.59
2025-07-25 13F MOKAN Wealth Management Inc. 9,191 -29.64 4,028 -16.83
2025-08-13 13F BCJ Capital Management, LLC 37,956 -46.62 16,640 -36.89
2025-07-22 13F Wealthcare Advisory Partners LLC 35,128 27.04 15,400 50.19
2025-07-22 13F Miracle Mile Advisors, LLC 15,651 29.27 6,861 52.84
2025-08-14 13F Financial Advisory Service, Inc. 1,503 0.00 659 18.31
2025-07-02 13F HBW Advisory Services LLC 2,825 0.75 1,239 19.15
2025-08-06 13F Cloud Capital Management, LLC 0 -100.00 0
2025-04-21 13F PSI Advisors, LLC 0 -100.00 0
2025-08-07 13F Cumberland Advisors Inc 15,658 -0.10 6,864 18.12
2025-08-12 13F one8zero8, LLC 148 -78.58 65 -75.00
2025-08-06 13F Ipsen Advisor Group LLC 1,395 0.00 612 18.18
2025-08-05 13F Tiaa Trust, National Association 3,619,723 -0.04 1,586,883 18.18
2025-07-08 13F Juncture Wealth Strategies, Llc 2,407 1,055
2025-07-16 13F Novem Group 31,126 0.79 13,646 19.16
2025-08-29 13F Total Investment Management Inc 474 208
2025-07-14 13F Foster Group, Inc. 2,439 23.00 1,069 45.44
2025-08-06 13F Atlantic Union Bankshares Corp 40,016 1,696.05 17,543 2,023.85
2025-08-07 13F Private Advisory Group LLC 2,763 -0.90 1,211 17.23
2025-07-16 13F Blue Oak Capital, LLC 0 -100.00 0
2025-07-16 13F Spirepoint Private Client, Llc 1,053 72.91 462 104.89
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 968 -3.10 424 14.59
2025-05-15 13F Dark Forest Capital Management Lp 0 -100.00 0
2025-07-16 13F Kennicott Capital Management Llc 57,674 44.36 25,284 70.68
2025-08-11 13F Shoker Investment Counsel, Inc. 1,086 0.00 476 18.41
2025-08-07 13F Summit X, LLC 1,516 94.86 665 130.56
2025-05-13 13F Shorepoint Capital Partners LLC 901 0.90 334 -8.74
2025-08-06 13F/A Flagship Private Wealth, LLC 2,715 0.00 1,190 18.29
2025-09-04 13F/A Advisor Group Holdings, Inc. 924,632 17.84 402,225 38.11
2025-07-24 13F Ulland Investment Advisors, LLC 90 0.00 0
2025-07-29 13F Balboa Wealth Partners 1,169 93.22 512 128.57
2025-08-11 13F Blue Bell Private Wealth Management, Llc 205 1.99 90 20.27
2025-07-21 13F Ameritas Advisory Services, LLC 33,395 -26.79 14,640 -17.00
2025-07-23 13F Eagle Rock Investment Company, Llc 694 304
2025-08-11 13F Culbertson A N & Co Inc 12,914 -0.54 5,661 17.59
2025-08-06 13F Rialto Wealth Management, LLC 1,798 -0.94 788 17.09
2025-08-13 13F Bernardo Wealth Planning LLC 1,498 43.76 1
2025-07-10 13F American Financial Advisors, LLC 637 0.95 279 19.23
2025-08-01 13F GoalVest Advisory LLC 77,773 0.02 34,096 18.24
2025-07-25 13F Libra Wealth Llc 2,739 0.00 1,201 18.23
2025-07-22 13F Red Tortoise LLC 0 0
2025-07-21 13F Ascent Group, LLC 24,051 -9.29 10,544 7.25
2025-08-14 13F Advisor OS, LLC 7,555 -2.39 3,312 15.40
2025-07-30 13F Jacobsen Capital Management 102,375 2.08 44,881 20.69
2025-07-17 13F Kavar Capital Partners Group, Llc 15,008 12.62 6,580 33.15
2025-07-30 13F Eqis Capital Management, Inc. 5,341 3.49 2,341 22.37
2025-07-17 13F Heritage Investment Group, Inc. 823 0.00 361 18.03
2025-08-12 13F NFP Retirement, Inc. 20,546 -0.66 9,007 17.45
2025-08-13 13F Aufman Associates Inc 2,130 -1.21 934 16.77
2025-08-14 13F Aspen Grove Capital, LLC 7,860 -5.42 3,451 11.94
2025-07-28 13F Cornerstone Wealth Group, LLC 13,689 6,001
2025-08-06 13F SP Asset Management LLC 116,169 5.79 50,929 25.07
2025-07-18 13F Bartlett & Co. Wealth Management Llc 6,924 9.57 3,039 29.71
2025-07-29 13F DeDora Capital, Inc. 71,150 -1.55 31,192 16.40
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 29,524 0.69 12,944 19.04
2025-08-13 13F Ally Invest Advisors Inc. 4,357 94.68 1,910 130.40
2025-07-16 13F Castleview Partners, Llc 0 -100.00 0
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 1,051 -13.99 461 -3.77
2025-08-14 13F Monetary Management Group Inc 105 -4.55 46 15.00
2025-08-11 13F HHM Wealth Advisors, LLC 9,396 4.37 4,119 23.40
2025-05-02 13F Transcendent Capital Group LLC 0 -100.00 0
2025-08-04 13F Amplius Wealth Advisors, LLC 1,117 3.52 490 22.25
2025-08-14 13F Sterling Wealth Management, Inc. 3,975 -6.27 1,743 0.11
2025-07-07 13F Verde Capital Management 1,032 17.81 452 39.51
2025-08-13 13F Crescent Grove Advisors, LLC 2,130 -7.87 935 8.98
2025-07-17 13F G&S Capital LLC 3,013 -4.29 1,321 13.11
2025-08-06 13F Atlas Legacy Advisors, LLC 5,686 67.28 2,493 97.78
2025-08-14 13F CoreFirst Bank & Trust 160 70
2025-08-12 13F Fairscale Capital, LLC 1,176 0.00 535 22.71
2025-08-14 13F Arete Wealth Advisors, LLC 35,369 -1.22 16 15.38
2025-07-11 13F Myecfo, Llc 2,218 -0.22 972 17.96
2025-05-14 13F Paces Ferry Wealth Advisors, Llc 0 -100.00 0 -100.00
2025-07-14 13F Hoey Investments, Inc 177 0.00 78 18.46
2025-04-24 13F Decker Retirement Planning Inc. 0 -100.00 0
2025-07-30 13F Pacific Sun Financial Corp 1,911 -0.88 838 17.23
2025-08-08 13F Advisors Capital Management, LLC 153,529 13.02 67,307 33.62
2025-08-12 13F Trexquant Investment LP 1,190 -12.05 522 3.99
2025-07-16 13F Global Wealth Management, LLC 874 -17.78 388 -1.78
2025-07-28 13F WealthPLAN Partners, LLC 762 -6.96 334 10.23
2025-07-16 13F Tru Independence Asset Management 2, Llc 0 -100.00 0
2025-08-11 13F Compass Capital Corp /ma/ /adv 8,228 -8.97 3,685 15.99
2025-07-28 13F Harbour Trust & Investment Management Co 480 210
2025-08-08 13F VeraBank, N.A. 53,959 22.54 23,656 44.86
2025-07-10 13F Aua Capital Management, Llc 3,593 0.00 1,575 18.24
2025-07-24 13F McKinley Carter Wealth Services, Inc. 18,557 -0.05 8,135 18.16
2025-08-12 13F Zacks Investment Management 2,571 -13.02 1,127 2.83
2025-07-24 13F Eastern Bank 1,367 -31.44 599 -18.94
2025-08-14 13F Ieq Capital, Llc 100,281 -2.10 43,963 15.74
2025-07-14 13F Cathy Pareto & Associates, Inc 715 0.00 314 18.11
2025-08-14 13F Headlands Technologies LLC 157 -90.53 69 -88.93
2025-07-14 13F MY Wealth Management Inc. 571 -8.05 250 8.70
2025-08-13 13F M&t Bank Corp 99,497 -11.99 43,620 4.05
2025-07-09 13F Brand Asset Management Group, Inc. 1,310 61.73 574 91.33
2025-08-14 13F Stage Harbor Financial, Llc 43,126 8.32 18,907 28.06
2025-07-28 13F Curated Wealth Partners LLC 1,438 0.00 630 18.20
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 499,388 -1.64 218,932 16.28
2025-07-15 13F Maseco Llp 1,365 598
2025-07-29 13F Rodgers & Associates, LTD 37,209 4.88 16,312 24.00
2025-08-14 13F Fortress Private Ledger, Llc 680 -9.81 298 6.81
2025-07-28 13F Morris Financial Concepts, Inc. 156 -3.70 68 13.33
2025-08-06 13F Walkner Condon Financial Advisors LLC 3,955 4.13 1,734 23.08
2025-07-09 13F Pallas Capital Advisors LLC 9,625 -2.32 4,219 15.46
2025-08-14 13F Glenview Trust Co 3,849 1.21 1,687 19.65
2025-07-29 NP SGPKX - SGI Peak Growth Fund Class I Shares 0 -100.00 0 -100.00
2025-07-18 13F Nabity-Jensen Investment Management Inc 24,279 -1.02 10,644 17.01
2025-07-17 13F Wagner Wealth Management, Llc 736 323
2025-07-25 13F Pandora Wealth, Inc. 14,090 -0.09 6,177 18.13
2025-07-24 13F GFG Capital, LLC 1,114 -5.19 488 12.18
2025-07-10 13F ARS Wealth Advisors Group, LLC 740 0.00 324 18.25
2025-07-31 13F Strata Wealth Advisors, LLC 119,330 5.36 52,314 24.56
2025-07-29 NP EBI - Longview Advantage ETF 0 -100.00 0 -100.00
2025-07-17 13F Albion Financial Group /ut 494 0.00 217 18.03
2025-07-31 13F Perissos Private Wealth Management, LLC 4,326 1,897
2025-08-14 13F UBS Group AG Put 0 -100.00 0 -100.00
2025-07-21 13F Pflug Koory, LLC 11 5
2025-08-12 13F Martin Worley Group 15,860 64.76 6,953 94.82
2025-07-22 13F Highland Capital Management, Llc 495 -13.91 217 1.88
2025-07-30 13F Paragon Advisors, LLC 622 7.24 273 26.51
2025-07-16 13F Investment Partners Asset Management, Inc. 546 0.00 239 18.32
2025-08-04 13F Evergreen Advisors, LLC 461 202
2025-06-03 13F/A First National Bank Of Omaha 25,708 -1.10 9,533 17.97
2025-07-22 13F Oak Hill Wealth Advisors, Llc 68,833 6.04 30,171 25.34
2025-07-11 13F LongView Wealth Management 16,754 -24.45 7,345 -10.68
2025-07-23 13F Kingswood Wealth Advisors, Llc 8,489 5.17 3,722 24.24
2025-08-15 13F Resources Management Corp /ct/ /adv 75 0.00 0
2025-07-17 13F Fifth Third Securities, Inc. 73,998 -1.93 32,441 15.94
2025-07-25 13F Ellis Investment Partners, LLC 65,828 0.31 28,859 18.60
2025-08-07 13F 49 Wealth Management, Llc 807 -15.14 354 0.28
2025-08-19 13F Element Pointe Advisors, Llc 16,190 0.00 7,098 18.22
2025-07-08 13F Chemistry Wealth Management LLC 2,294 29.09 1,006 52.74
2025-07-21 13F Qrg Capital Management, Inc. 22,745 -11.25 9,971 4.94
2025-04-18 13F Wolf Group Capital Advisors 1,960 -26.40 727 -3.59
2025-07-22 13F Aspire Private Capital, LLC 46,428 -7.23 20,354 9.68
2025-07-22 13F Kessler Investment Group, LLC 157 0.00 69 17.24
2025-08-11 13F Sprott Inc. 0 -100.00 0
2025-08-07 13F Panoramic Investment Advisors, Llc 9,530 18.34 4,178 39.92
2025-08-13 13F Lauer Wealth, LLC 0 -100.00 0
2025-04-25 NP SRGAX - Stringer Growth Fund Class A Shares 2,700 5.72 1,095 4.89
2025-07-14 13F Kfg Wealth Management, Llc 567 0.00 249 18.10
2025-07-31 13F Leelyn Smith, LLC 460 202
2025-07-18 13F Vicus Capital 16,572 -3.49 7,265 14.10
2025-07-11 13F Quad-Cities Investment Group, LLC 1,065 0.00 467 18.23
2025-07-23 13F Nelson Capital Management, LLC 1,533 0.00 672 18.31
2025-07-24 13F Trust Co Of Toledo Na /oh/ 7,539 3,305
2025-07-08 13F Canandaigua National Bank & Trust Co 3,302 -1.78 1,448 16.13
2025-07-29 13F Monument Group Wealth Advisors, LLC 882 -38.11 387 -26.89
2025-08-04 13F Simon Quick Advisors, Llc 284,047 -0.31 124,526 17.85
2025-05-14 13F BancorpSouth Bank 0 -100.00 0
2025-08-14 13F Planwiser Financial, Llc 11,864 1.94 5,409 20.84
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 13,838 1.62 6,067 20.14
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 19,174 -0.28 8 14.29
2025-08-14 13F Horizon Investments, LLC 3,710 -79.02 1,626 -75.20
2025-07-03 13F Garde Capital, Inc. 461,551 -2.69 202,344 15.05
2025-08-14 13F Wick Capital Partners, LLC 5,693 11.72 2,416 27.85
2025-07-23 13F Equitable Trust Co 8,914 -0.40 3,908 17.75
2025-05-12 13F Financial Services Advisory Inc 0 -100.00 0
2025-07-18 13F Dogwood Wealth Management LLC 32 14
2025-08-11 13F Howard Wealth Management, Llc 36,702 0.07 16,090 18.32
2025-08-12 13F JMG Financial Group, Ltd. 29,125 -1.87 12,768 16.02
2025-08-13 13F StoneX Group Inc. 40,335 4.38 17,703 23.55
2025-08-06 13F Grey Fox Wealth Advisors, LLC 116,307 4.17 51,047 23.29
2025-07-17 13F Lazari Capital Management, Inc. 619 -0.48 272 17.83
2025-07-10 13F Cypress Point Wealth Management, LLC 2,333 0.00 1,023 18.15
2025-07-22 13F Autumn Glory Partners, LLC 553 242
2025-08-14 13F Strategic Wealth Designers 315 -89.83 138 -89.13
2025-07-30 13F Whittier Trust Co Of Nevada Inc 8,157 -0.44 3,576 17.68
2025-07-14 13F Lewis Asset Management, LLC 9,641 4,227
2025-08-01 13F Chilton Capital Management Llc 729 -33.55 320 -21.43
2025-05-07 13F Horan Capital Advisors, LLC. 1,169 0.00 433 -9.60
2025-07-29 13F Ballast, Inc. 565 248
2025-07-25 13F Alpha Financial Partners, LLC 555 -38.06 243 -26.81
2025-07-15 13F Fifth Third Bancorp 203,555 -4.03 89,239 13.46
2025-08-05 13F J. W. Coons Advisors, LLC 1,289 -0.39 565 17.95
2025-07-31 13F Washington Trust Advisors, Inc. 21,543 -0.22 9,444 17.96
2025-08-15 13F Blue Chip Partners, Inc. 1,758 5.52 771 24.80
2025-07-17 13F Archford Capital Strategies, LLC 60,062 -0.26 26,331 17.92
2025-08-08 13F New England Capital Financial Advisors LLC 0 -100.00 0 -100.00
2025-08-14 13F Sentinel Wealth Management, Inc. 2,689 1
2025-08-01 13F Motco 4,675 3.80 2,128 27.37
2025-08-14 13F Rodgers Brothers Inc. 1,247 0.81 547 19.21
2025-07-31 13F Silver Oak Advisory Group, Inc. 635 0
2025-07-16 13F Brown, Lisle/cummings, Inc. 714 11.74 313 32.63
2025-08-13 13F Fort Sheridan Advisors Llc 4,930 27.03 2,161 50.17
2025-08-11 13F Kirtland Hills Capital Management, Llc 2,424 308.08 1,063 408.13
2025-07-15 13F North Star Investment Management Corp. 1,323 20.16 580 41.91
2025-07-09 13F Bowman & Co S.C. 5,506 -0.04 2,415 18.16
2025-07-17 13F Oak Family Advisors, Llc 480 210
2025-07-17 13F Fiduciary Advisors, Inc. 775 -2.27 340 15.31
2025-07-23 13F Sachetta, LLC 429 -11.36 188 5.03
2025-08-12 13F Richard W. Paul & Associates, LLC 1,800 -2.54 789 15.35
2025-07-28 13F Harbour Investments, Inc. 67,718 -1.01 29,688 17.03
2025-07-08 13F Rise Advisors, LLC 86,306 4.16 37,837 23.15
2025-08-11 13F Elite Financial, Inc. 1,705 748.26 1
2025-08-14 13F Sei Investments Co 1,468,303 -3.91 643,706 13.60
2025-07-10 13F Perkins Coie Trust Co 866 -0.69 380 17.34
2025-08-05 13F Burney Co/ 3,453 -15.60 1,514 -0.26
2025-08-14 13F Clarity Capital Advisors, LLC 11,371 7.07 4,985 26.59
2025-08-07 13F Howard Bailey Securities, Llc 650 0.00 285 17.84
2025-08-08 13F Collaborative Wealth Managment Inc. 1,102 0.64 483 18.97
2025-08-13 13F SageView Advisory Group, LLC 10,028 -15.62 4,572 3.74
2025-07-30 13F Exencial Wealth Advisors, Llc 98,069 2.53 42,993 21.21
2025-08-14 13F Cardiff Park Advisors, Llc 25,180 32.19 11,039 56.29
2025-07-21 13F Precedent Wealth Partners, Llc 744 326
2025-07-31 13F Curio Wealth, Llc 47 4,600.00 21 5.26
2025-07-02 13F Central Pacific Bank - Trust Division 22 -29.03 10 -18.18
2025-08-19 13F National Asset Management, Inc. 98,751 -31.54 43,293 -26.88
2025-07-18 13F SigFig Wealth Management, LLC 3,763 -30.95 1,642 -18.68
2025-07-29 13F Salomon & Ludwin, LLC 36,304 -7.86 15,874 8.66
2025-08-11 13F Delta Asset Management Llc/tn 220 0.00 96 18.52
2025-08-12 13F Summit Global Investments 1,204 -11.34 1
2025-07-23 13F Proffitt & Goodson Inc 2,108 0.00 924 18.31
2025-07-30 13F Klingman & Associates, LLC 3,204 20.68 1,405 42.68
2025-07-23 13F Foresight Capital Management Advisors, Inc. 714 0.00 313 18.56
2025-07-21 13F DHJJ Financial Advisors, Ltd. 1,204 0.58 528 18.96
2025-07-18 13F Community Financial Services Group, LLC 519 228
2025-08-12 13F Clark Financial Services Group Inc /bd 27,038 -2.85 11,854 14.85
2025-08-11 13F Diversified Portfolios, Inc. 18,350 0.00 8,044 18.22
2025-08-05 13F Lincoln National Corp 698,089 0.17 306,042 18.42
2025-08-13 13F Continuum Advisory, LLC 7,220 4.17 3,165 23.20
2025-08-14 13F Lebenthal Global Advisors, LLC 754 331
2025-08-11 13F EMC Capital Management 32,830 232.25 14 366.67
2025-08-13 13F Capital Advisors Wealth Management, LLC 1,354 -0.44 594 17.66
2025-08-13 13F Annandale Capital, LLC 490 0
2025-07-17 13F Crane Advisory, LLC 169,430 -9.31 74,825 11.19
2025-08-08 13F Pnc Financial Services Group, Inc. 2,329,175 0.40 1,021,110 18.70
2025-08-12 13F Archer Investment Corp 2,049 3.48 898 22.34
2025-07-28 13F CGC Financial Services, LLC 2,540 12.94 1,114 33.61
2025-07-31 13F GenTrust, LLC 40,121 -8.62 17,609 8.16
2025-07-28 13F RCS Financial Planning, LLC 6,880 -11.27 3,020 5.01
2025-08-05 13F Bank Of Montreal /can/ 127,749 3.17 56,005 21.97
2025-08-11 13F CFS Investment Advisory Services, LLC 107,506 -6.30 47 11.90
2025-07-09 13F Breakwater Investment Management 3,284 0.00 1,440 18.24
2025-07-23 13F Foundation Wealth Management, LLC 834 0.00 365 18.51
2025-08-06 13F Strategic Financial Partners, Ltd. 13,153 -1.69 5,767 16.23
2025-07-16 13F St Germain D J Co Inc 9,131 0.12 4,003 18.40
2025-07-15 13F Jarislowsky, Fraser Ltd 0 -100.00 0
2025-08-14 13F Old Mission Capital Llc 0 -100.00 0
2025-07-09 13F Krilogy Financial LLC 38,708 7.76 16,970 27.40
2025-07-14 13F CRA Financial Services, LLC 4,424 1.44 1,939 19.91
2025-08-07 13F Parkside Financial Bank & Trust 16,047 27.83 7,035 51.14
2025-08-08 13F CWS Financial Advisors, LLC 24,616 1.64 10,792 20.15
2025-08-05 13F Dunhill Financial, LLC 4,582 6.02 2,009 25.34
2025-08-13 13F All Terrain Financial Advisors, LLC 471 206
2025-08-07 13F Retirement Investment Advisors, Inc. 529,933 5.08 232,323 24.22
2025-08-11 13F CBIZ Investment Advisory Services, LLC 903,783 4.10 396,240 23.07
2025-08-13 13F Russell Investments Group, Ltd. 4,594 111.90 2,014 150.50
2025-08-14 13F Coastal Bridge Advisors, LLC 24,532 22.60 10,755 44.93
2025-07-31 13F Topsail Wealth Management, LLC 1,069 104.79 469 143.01
2025-04-28 13F Fedenia Advisers LLC 0 -100.00 0
2025-08-13 13F Sepio Capital, LP 1,940 10.16 851 30.17
2025-07-22 13F Capital City Trust Co/fl 618 -1.12 271 16.88
2025-07-22 13F MAS Advisors LLC 1,008 -5.26 442 11.93
2025-08-04 13F NWK Group, Inc. 17 0.00 7 16.67
2025-08-08 13F Massachusetts Financial Services Co /ma/ 572 -58.13 251 -50.59
2025-07-15 13F EWG Elevate Inc. 0 -100.00 0
2025-08-13 13F Per Stirling Capital Management, LLC. 939 0.00 412 18.10
2025-08-06 13F DDFG, Inc 37,672 5.61 16,515 24.86
2025-08-14 13F C M Bidwell & Associates Ltd 351 0.00 154 17.69
2025-07-25 13F Investment Advisory Group, LLC 54,539 2.45 23,910 21.11
2025-07-16 13F Register Financial Advisors LLC 21,259 2.34 9,320 20.99
2025-08-12 13F Journey Strategic Wealth Llc 882 -4.34 387 12.87
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,615 -21.98 708 -7.69
2025-07-15 13F Graypoint LLC 11,873 -0.05 5,205 18.17
2025-07-23 13F Prime Capital Investment Advisors, LLC 41,549 -53.41 18,215 -44.92
2025-07-28 13F RFG Advisory, LLC 42,202 -11.30 18,501 4.87
2025-07-14 13F Pacifica Partners Inc. 786 -19.22 343 -0.87
2025-07-08 13F Twele Capital Management, Inc. 1,174 -1.84 515 16.03
2025-07-22 13F SOL Capital Management CO 29,378 47.24 13 71.43
2025-08-14 13F Potomac Fund Management Inc /adv 1,582 -1.62 705 28.00
2025-08-07 13F Blackston Financial Advisory Group, LLC 571 -1.72 250 16.28
2025-07-29 13F Roof Eidam & Maycock/adv 43,375 4.70 19,016 23.78
2025-08-04 13F Atria Investments Llc 169,030 -3.98 74,103 13.52
2025-08-08 13F Blankinship & Foster, LLC 70,936 -1.44 31,098 16.52
2025-07-11 13F Eagle Bay Advisors LLC 1,524 -6.22 669 10.96
2025-07-14 13F Sowell Financial Services LLC 33,691 5.80 14,770 25.08
2025-07-18 13F Pure Financial Advisors, Inc. 80,124 1.51 35,126 20.01
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 312 0.00 137 18.26
2025-07-15 13F Sightline Wealth Advisors, LLC 19,765 2.23 8,665 20.87
2025-08-01 13F Pasadena Private Wealth, LLC 181,691 6.91 79,653 26.39
2025-07-22 13F Bay Harbor Wealth Management, LLC 47,513 -0.34 20,854 17.95
2025-08-12 13F Rather & Kittrell, Inc. 2,464 0.16 1,078 18.20
2025-07-17 13F Vermillion Wealth Management, Inc. 737 0.27 323 18.75
2025-08-07 13F Future Fund LLC 900 395
2025-07-28 13F 5th Street Advisors, LLC 0 -100.00 0
2025-08-13 13F Fiduciary Group LLC 1,754 -0.17 769 17.97
2025-07-14 13F Park Avenue Securities Llc 24,566 17.07 11 42.86
2025-07-08 13F Everpar Advisors Llc 1,661 32.67 728 56.90
2025-08-14 13F Kovitz Investment Group Partners, LLC 142,204 -1.98 62,349 15.89
2025-08-06 13F Black Swift Group, LLC 2,244 -1.19 984 16.75
2025-05-14 13F Clarkston Capital Partners, LLC 0 -100.00 0
2025-07-29 13F Systelligence, LLC 26,781 11,741
2025-08-01 13F First National Trust Co 2,025 -2.97 888 14.75
2025-07-08 13F RMR Wealth Builders 226,185 -0.21 99,274 18.11
2025-08-11 13F First American Trust, Fsb 16,563 3.78 7,261 22.71
2025-07-16 13F Octavia Wealth Advisors, LLC 1,611 0.69 707 19.06
2025-08-05 13F Rockline Wealth Management, LLC 611 -6.86 268 9.88
2025-07-14 13F Farmers & Merchants Investments Inc 2,631 0.00 1,153 18.26
2025-07-11 13F Trust Co Of Virginia /va 981 42.17 430 68.63
2025-07-15 13F Bank Of Stockton 820 0.00 359 18.09
2025-07-09 13F VisionPoint Advisory Group, LLC 4,971 2,179
2025-08-21 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-07-17 13F Patton Albertson Miller Group, Llc 2,578 0.00 1,130 18.32
2025-07-21 13F Riverview Trust Co 64 0.00 28 21.74
2025-07-31 13F Manuka Financial, LLC 28,568 -6.72 12,524 10.28
2025-07-29 NP ETFCX - North Square Tactical Growth Fund Class C 194,287 -6.04 80,268 -4.33
2025-07-14 13F S.A. Mason LLC 1,879 0.00 824 18.25
2025-08-06 13F Valtinson Bruner Financial Planning LLC 1,727 1.77 757 20.35
2025-08-12 13F RiverFront Investment Group, LLC 2,298 22.17 1,007 44.48
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 1,094 -1.17 480 16.83
2025-08-12 13F Twin Focus Capital Partners, Llc 15,433 3.51 6,766 22.38
2025-07-15 13F Boyd Wealth Management, LLC 4,290 3.82 1,881 22.72
2025-07-25 13F Community Bank, N.A. 1,065 0.00 467 18.27
2025-08-04 13F FRG Family Wealth Advisors LLC 2,298 0.00 1,007 18.19
2025-07-23 13F Venturi Wealth Management, LLC 10,533 -96.99 4,617 -96.44
2025-07-16 13F Beaumont Financial Advisors, LLC 60,008 -2.06 26,307 15.79
2025-07-30 13F Advantage Trust Co 48,249 1.03 21,152 19.44
2025-08-04 13F Leeward Financial Partners, LLC 45,597 -3.07 19,990 14.60
2025-08-05 13F Snider Financial Group 1,080 0.00 473 18.25
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 2,829 0.00 1,240 18.21
2025-07-07 13F Wealth Alliance Advisory Group, LLC 60,165 4.30 26,377 23.32
2025-08-14 13F SWAN Capital LLC 0 -100.00 0
2025-07-22 13F Unique Wealth, Llc 1,349 -6.97 591 10.06
2025-07-24 13F Tandem Capital Management Corp /adv 4,243 6.23 1,860 25.59
2025-07-30 13F Principle Wealth Partners Llc 127,637 2.49 55,956 21.16
2025-07-30 13F/A Old Point Trust & Financial Services N A 46 0.00 20 17.65
2025-07-10 13F Park Capital Management, LLC / WI 620 0.00 272 18.34
2025-08-05 13F Sunburst Financial Group, LLC 5,915 -0.24 2,593 17.97
2025-08-08 13F JFG Wealth Management, LLC 1,441 -0.07 632 18.16
2025-08-14 13F Abbot Financial Management, Inc. 17,246 -1.51 7,560 16.45
2025-08-08 13F Avantax Advisory Services, Inc. 676,316 0.41 296,497 18.71
2025-08-12 13F Titleist Asset Management, Llc 37,289 0.50 16,348 18.81
2025-08-11 13F Bradley Foster & Sargent Inc/ct 1,424 18.57 624 40.22
2025-07-28 13F BRYN MAWR TRUST Co 28,123 20.77 12,329 42.77
2025-07-29 13F Fundamentun, Llc 85,637 7.12 37,543 26.65
2025-07-18 13F Alley Investment Management Company, LLC 2,406 0.33 1,055 18.56
2025-08-06 13F Sound Financial Strategies Group, LLC 352 -63.33 154 -56.62
2025-08-12 13F Perritt Capital Management Inc 0 -100.00 0
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 744 326
2025-08-06 13F Horan Securities, Inc. 2,519 16.67 1,104 38.00
2025-08-06 13F Csenge Advisory Group 23,074 -1.38 9,533 15.69
2025-08-14 13F Prestige Wealth Management Group LLC 18,566 1.72 8,149 20.39
2025-07-11 13F Arrow Investment Advisors, LLC 2,740 -7.93 1,201 8.88
2025-07-29 NP ORILX - NORTH SQUARE MULTI STRATEGY FUND CLASS A 7,100 -18.39 2,933 -16.89
2025-04-28 13F FSR Wealth Management Ltd. 0 -100.00 0
2025-08-12 NP KAGCX - Kensington Dynamic Growth Fund Class C Shares 217,710 100.99 95,444 114.68
2025-07-23 13F TriaGen Wealth Management LLC 1,116 0.00 489 18.40
2025-04-25 13F TBH Global Asset Management, LLC 0 -100.00 0 -100.00
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 49,500 25.32 21,701 48.32
2025-08-18 13F Tyler-Stone Wealth Management 4,148 0.00 1,819 18.21
2025-04-14 13F Regent Peak Wealth Advisors LLC 46,702 -13.68 17,318 -22.02
2025-07-14 13F Opal Wealth Advisors, LLC 256 -36.16 112 -24.32
2025-07-25 13F Gw Henssler & Associates Ltd 29,641 6.93 12,995 26.41
2025-08-06 13F North Capital, Inc. 45 0.00 20 18.75
2025-08-12 13F Park Square Financial Group, LLC 8,910 57.25 3,906 86.00
2025-08-12 13F Ade, Llc 6,321 -0.39 2,771 17.76
2025-07-02 13F Waller Financial Planning Group, Inc 2,692 11.29 1,180 31.55
2025-04-28 13F Swmg, Llc 0 -100.00 0
2025-08-15 13F CI Private Wealth, LLC 1,228,937 97.74 538,790 133.78
2025-07-21 13F Monticello Wealth Management, Llc 9,211 -0.27 4,038 17.93
2025-07-24 13F Brandywine Oak Private Wealth Llc 228,602 -1.28 100,218 16.71
2025-08-13 13F Quadrant Capital Group Llc 3,094 -4.95 1,356 12.34
2025-07-17 13F Paradigm Financial Partners, Llc 1,157 -21.02 507 -6.63
2025-07-30 13F ARK Investment Management LLC 275 6,775.00 120 11,900.00
2025-07-07 13F Roxbury Financial LLC 476 11.48 209 20.23
2025-07-16 13F Colton Groome Financial Advisors, Llc 1,336 -0.22 586 15.61
2025-08-04 13F Arcadia Wealth Management, Inc. 580 0.00 254 18.14
2025-08-14 13F Cura Wealth Advisors, Llc 1,293 2.78 567 21.46
2025-04-22 13F Spectrum Planning & Advisory Services Inc. 0 -100.00 0
2025-07-01 13F Burkett Financial Services, Llc 1,804 -11.39 791 4.77
2025-07-29 13F Kanawha Capital Management Llc 872 -4.49 382 13.02
2025-07-15 13F Beacon Financial Planning, Inc 868 0.00 380 18.38
2025-08-12 13F Nemes Rush Group LLC 1,008 0.00 442 18.50
2025-08-12 13F Meridian Wealth Advisors, LLC 2,016 0.00 884 18.21
2025-07-21 13F Fortis Capital Advisors, LLC 2,657 -2.03 1,165 15.82
2025-08-05 13F Peregrine Asset Advisers, Inc. 678 5.61 297 24.79
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 50,734 -1.92 22,242 15.95
2025-07-23 13F Richardson Capital Management LLC 407 -22.62 178 -8.72
2025-07-21 13F Cardinal Strategic Wealth Guidance 80 0.00 35 20.69
2025-08-12 13F Blueprint Investment Partners LLC 9,236 -14.04 4,049 1.61
2025-07-16 13F Cadent Capital Advisors, LLC 612 0.00 268 18.06
2025-07-03 13F CPA Asset Management LLC 12,432 2.50 5,450 21.19
2025-07-08 13F FF Advisors,LLC 11,090 0.00 4,862 13.97
2025-07-15 13F Legacy Financial Group LLC 5,272 2.17 2,311 20.81
2025-08-07 13F Cypress Capital Management LLC (WY) 180 -37.93 79 -26.17
2025-07-15 13F Forte Capital Llc /adv 9,783 -1.76 4,289 16.14
2025-07-18 13F Lynx Investment Advisory 1,456 -0.82 638 17.28
2025-08-14 13F Dividend Asset Capital, Llc 878 2.09 385 20.75
2025-07-15 13F Oxinas Partners Wealth Management LLC 1,050 -1.59 460 16.46
2025-08-08 13F Emerald Investment Partners, Llc 17,880 4.60 7,839 23.67
2025-08-12 13F Horizon Financial Services, Llc 997 0.00 437 18.43
2025-07-10 13F Uptown Financial Advisors LLC 31,383 2.79 13,759 21.53
2025-05-05 13F Arrow Financial Corp 0 -100.00 0
2025-07-17 13F Smith Chas P & Associates Pa Cpas 534 -3.09 234 14.71
2025-08-25 13F/A Neuberger Berman Group LLC 49,843 -2.58 21,851 15.17
2025-08-01 13F Jennison Associates Llc 3,060 -57.76 1,341 -50.07
2025-08-11 13F M Wealth Management, LLC 1,453 0.00 637 18.40
2025-07-25 13F waypoint wealth counsel 1,337 11.60 586 31.98
2025-08-12 13F Absolute Capital Management, LLC 4,554 10.37 1,999 30.65
2025-07-29 13F Stephens Inc /ar/ 137,075 3.23 60,093 22.04
2025-08-12 13F Power Wealth Management Llc 608 -4.85 267 12.71
2025-07-30 13F Black Diamond Financial, LLC 48,785 -4.31 21,388 13.12
2025-07-23 13F BankPlus Trust Department 1,912 0.00 838 18.19
2025-08-08 13F Pinney & Scofield, Inc. 1,774 -3.17 778 14.43
2025-08-14 13F Catalyst Financial Partners Llc 3,062 1,342
2025-07-14 13F Brady Martz Wealth Solutions, LLC 2,532 26.41 1,110 49.60
2025-07-21 13F Capital Planning LLC 16,690 0.77 7,325 19.28
2025-08-14 13F Seneschal Advisors, LLC 2,854 -0.04 1,251 18.24
2025-08-04 13F Golden Road Advisors Llc 104,994 5.59 46,030 24.84
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 2,474 0.08 1,085 18.34
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 160,220 0.46 70,240 18.77
2025-08-14 13F Garden State Investment Advisory Services LLC 485 213
2025-07-16 13F TOWER TRUST & INVESTMENT Co 734 0.00 322 15.88
2025-08-12 13F Jaffetilchin Investment Partners, LLC 3,566 -2.99 1,563 14.67
2025-07-22 13F Team Financial Group, LLC 15 7
2025-07-30 13F Insight Advisors, LLC/ PA 14,402 -1.20 6,314 16.82
2025-08-06 13F Pekin Hardy Strauss, Inc. 2,628 16.64 1,152 37.96
2025-08-13 13F Cheviot Value Management, LLC 847 -2.87 389 15.13
2025-08-13 13F KilterHowling LLC 3,602 0.00 1,579 13.03
2025-07-22 13F Strid Group, LLC 1,353 0.00 593 18.36
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 7,617 27.76 3,339 51.02
2025-07-22 13F MGO Private Wealth, LLC 659 0.00 289 18.03
2025-08-11 13F Tidemark, LLC 382 -19.24 168 -4.57
2025-07-18 13F PBMares Wealth Management LLC 914 -21.21 401 -6.98
2025-07-03 13F Arvest Investments, Inc. 98 0.00 43 16.67
2025-07-28 13F Alpine Woods Capital Investors, Llc 1,600 0.00 701 18.21
2025-07-25 13F St. Louis Trust Co 20,134 8.70 8,827 28.51
2025-08-14 13F Qube Research & Technologies Ltd 185 -94.01 81 -92.93
2025-08-14 13F Gen-Wealth Partners Inc 643 13.60 282 34.45
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 27,042 -0.78 11,855 17.31
2025-05-15 13F/A Orion Portfolio Solutions, LLC 252,846 2.22 93,760 -7.64
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 8,076 -2.18 3,541 15.65
2025-07-17 13F Nicholson Meyer Capital Management, Inc. 746 -1.97 327 15.60
2025-08-11 13F Ironsides Asset Advisors, LLC 26,612 0.00 11,667 18.22
2025-08-14 13F Synovus Financial Corp 36,646 0.67 16,083 19.13
2025-08-15 13F First Heartland Consultants, Inc. 31,688 4.45 13,892 23.48
2025-08-12 13F AlphaCore Capital LLC 7,658 172.72 3,361 222.86
2025-07-17 13F Hengehold Capital Management Llc 13,156 -2.77 5,768 14.95
2025-07-17 13F Grandview Asset Management LLC 9,615 13.52 4 33.33
2025-08-04 13F Silver Coast Investments LLC 4,495 4.34 1,970 23.29
2025-08-14 13F Icon Wealth Advisors, LLC 4,012 0.00 1,759 18.22
2025-07-31 13F BIP Wealth, LLC 37,860 49.96 16,598 77.28
2025-08-14 13F Federation des caisses Desjardins du Quebec 568 23.75 249 45.88
2025-07-22 13F Old National Bancorp /in/ 5,685 7.28 2,492 26.88
2025-08-04 13F MeadowBrook Investment Advisors LLC 540 0.00 237 18.00
2025-08-13 13F Victory Capital Management Inc 4,346 1,906
2025-08-15 13F Security National Bank Of So Dak 3,841 -3.15 1,684 14.49
2025-07-31 13F Sharper & Granite LLC 1,154 -42.10 505 -31.80
2025-08-04 13F AMG National Trust Bank 1,800 -2.44 789 15.35
2025-08-06 13F AE Wealth Management LLC 86,398 18.69 37,877 40.32
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 8,832 -1.56 3,877 16.50
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 49,468 6.48 21,687 25.89
2025-08-12 13F Quadcap Wealth Management, LLC 15,151 -0.41 6,642 17.75
2025-05-01 13F Lane & Associates LLC 4,107 7.04 1,523 -5.11
2025-08-06 13F Penserra Capital Management LLC 89,089 9.26 39 30.00
2025-08-13 13F Wellspring Financial Advisors, LLC 942,653 -0.12 9,491 10.32
2025-08-11 13F Nordwand Advisors, LLC 3,000 1,315
2025-07-10 13F Weinberger Asset Management, Inc 17,298 0.62 7,584 18.95
2025-07-10 13F Compton Wealth Advisory Group, LLC 12,147 9.03 5,325 28.90
2025-05-01 13F Freedom Day Solutions, LLC 0 -100.00 0 -100.00
2025-08-14 13F Allred Capital Management, LLC 1,338 4.69 586 23.89
2025-07-28 13F Axxcess Wealth Management, Llc 20,795 204.02 9,116 259.46
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 3,131 2.02 1,373 20.56
2025-08-07 13F Rossmore Private Capital 4,186 -15.99 1,835 -0.65
2025-08-07 13F Encompass More Asset Management 592 1.20 260 19.35
2025-08-13 13F VestGen Advisors, LLC 50,422 -4.57 22,120 12.89
2025-07-18 13F RKL Wealth Management LLC 2,421 -1.55 1,062 16.34
2025-07-14 13F ABLE Financial Group, LLC 591 -7.51 259 9.75
2025-08-13 13F First Trust Advisors Lp 4,004 -27.87 1,755 -14.72
2025-08-13 13F Jones Financial Companies Lllp 35,058,923 8.64 15,299,954 27.98
2025-08-07 13F Guardian Partners Inc. 93,962 576.57 41,578 730.73
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-07-10 13F Sovran Advisors, LLC 2,101 -9.13 921 13.02
2025-07-09 13F First Financial Corp /in/ 348 0.00 153 17.83
2025-07-30 13F LGT Financial Advisors LLC 349 0.00 153 18.60
2025-07-10 13F Trust Point Inc. 521 228
2025-07-21 13F Mechanics Financial Corp 20 0.00 9 14.29
2025-07-23 13F Viewpoint Capital Management LLC 1,406 0.00 616 18.23
2025-07-25 13F Hemington Wealth Management 2,014 0.00 1
2025-07-25 13F Sovereign Financial Group, Inc. 60,704 -0.13 26,613 18.08
2025-07-08 13F Legacy Private Trust Co. 1,165 0.00 511 18.06
2025-08-07 13F Clarity Wealth Advisors, LLC 1,859 -1.17 815 16.93
2025-08-14 13F Bragg Financial Advisors, Inc 67,046 5.00 29,393 24.14
2025-07-02 13F Lvm Capital Management Ltd/mi 818 0.00 0
2025-08-14 13F MGB Wealth Management, LLC 974 24.87 427 47.92
2025-08-12 13F Asset Management Group, Inc. 3,873 0.00 1,698 18.25
2025-07-16 13F Crown Wealth Group, LLC 18,377 6.87 8,056 26.35
2025-07-23 13F REAP Financial Group, LLC 56,247 21.84 24,659 44.05
2025-07-30 13F EnRich Financial Partners LLC 11,247 -6.48 4,931 10.56
2025-07-15 13F Missouri Trust & Investment Co 966 8.78 423 28.57
2025-07-24 13F Papp L Roy & Associates 7,216 -1.90 3,164 15.99
2025-08-14 13F Hurley Capital, LLC 2,906 17.22 1,274 38.63
2025-05-14 13F Delta Investment Management, LLC 0 -100.00 0
2025-08-12 13F LPL Financial LLC 5,335,797 7.49 2,339,213 27.07
2025-08-08 13F Adapt Wealth Advisors, Llc 801 0.00 351 18.18
2025-07-08 13F First National Corp /ma/ /adv 1,187 -31.27 520 -18.75
2025-07-11 13F/A Umb Bank N A/mo 28,500 -2.16 12,494 15.67
2025-07-31 13F LongView Asset Management LLC 596 0.00 261 18.10
2025-08-12 13F Calton & Associates, Inc. 20,231 0.58 8,869 18.92
2025-07-29 13F Goldstein Advisors, LLC 4,525 8.90 1,984 28.77
2025-08-08 13F Altiora Financial Group, LLC 10,530 0.00 4,616 18.24
2025-08-12 13F Cornerstone Wealth Management, LLC 22,858 -0.54 10,021 17.59
2025-07-09 13F Gilman Hill Asset Management, LLC 669 0.00 293 18.15
2025-08-13 13F WealthTrust Axiom LLC 1,066 -19.06 467 -4.30
2025-08-01 13F Petra Financial Advisors Inc 971 -21.06 426 -6.80
2025-07-22 13F Grimes & Company, Inc. 121,351 -0.76 53,200 17.33
2025-08-08 13F Advyzon Investment Management, LLC 497 -5.69 218 11.79
2025-08-13 13F MBM Wealth Consultants, LLC 114,662 1.29 50,268 19.75
2025-08-27 NP HCMGX - HCM Tactical Growth Fund Class A Shares 271,000 0.00 118,806 18.22
2025-07-10 13F Rfg Holdings, Inc. 640 -0.78 281 17.15
2025-08-06 13F Maltin Wealth Management, Inc. 1,738 -6.71 762 10.29
2025-07-25 13F McNamara Financial Services, Inc. 1,431 -5.73 627 11.57
2025-07-17 13F Tempus Wealth Planning, LLC 753 -4.44 330 13.01
2025-07-31 13F Strait & Sound Wealth Management LLC 3,577 -13.95 1,568 1.75
2025-07-31 13F LJI Wealth Management, LLC 2,007 0.00 880 18.15
2025-08-05 13F Intellectus Partners, LLC 2,245 0.00 985 18.39
2025-07-31 13F Fielder Capital Group LLC 3,067 0.00 1,345 18.21
2025-08-15 13F ROSS\JOHNSON & Associates LLC 37 0.00 16 23.08
2025-08-14 13F GWM Advisors LLC 413,727 3.09 181,378 21.87
2025-08-15 13F Alaethes Wealth LLC 802 0.00 352 18.52
2025-07-25 13F Dynamic Financial Group 1,670 9.44 732 29.56
2025-07-28 13F IFG Advisors, LLC 2,344 13.95 1,027 34.78
2025-07-16 13F Gradient Capital Advisors, LLC 9,596 5.58 4,207 24.84
2025-07-24 13F Fulcrum Capital LLC 11,626 9.41 5,097 29.34
2025-05-15 13F Human Investing LLC 0 -100.00 0
2025-07-15 13F Level Financial Advisors, Inc. 17,146 36.36 7,517 61.22
2025-07-08 13F Heartwood Wealth Advisors LLC 39,793 -0.90 17,445 17.17
2025-08-08 13F Fortis Group Advisors, LLC 7,937 16.60 3,612 43.11
2025-08-14 13F Alliancebernstein L.p. 722,843 142.16 316,894 186.29
2025-04-30 13F Sofos Investments, Inc. 1,321 -13.26 490 -14.06
2025-08-14 13F Harwood Advisory Group, LLC 132 0.00 58 5.56
2025-08-14 13F/A Rockefeller Capital Management L.P. 356,875 17.60 156,454 39.04
2025-08-13 13F Renaissance Technologies Llc 2,300 -84.67 1,008 -81.88
2025-07-07 13F RDA Financial Network 1,613 0.81 707 19.06
2025-08-11 13F Strategic Equity Management 6,530 2,863
2025-07-25 13F Muirfield Wealth Advisors Llc 15,479 22.66 6,786 45.01
2025-07-31 13F First Business Financial Services, Inc. 1,502 0.00 658 18.35
2025-08-25 NP NDAA - Ned Davis Research 360 Dynamic Allocation ETF 1,189 63.32 521 93.68
2025-07-17 13F Raleigh Capital Management Inc. 2,169 -3.30 951 14.44
2025-07-23 13F Sax Wealth Advisors, Llc 12,541 46.42 5,498 73.13
2025-07-31 13F Oppenheimer & Co Inc 64,945 15.14 28,472 36.12
2025-08-08 13F Glassman Wealth Services 1,871 -11.83 820 4.33
2025-08-14 13F Diversify Wealth Management, Llc 2,896 0.10 1,341 22.37
2025-07-25 13F M.e. Allison & Co., Inc. 827 -12.02 363 4.02
2025-07-30 13F Probity Advisors, Inc. 9,210 -0.98 4,038 17.05
2025-08-14 13F Family Management Corp 60 0.00 26 18.18
2025-08-07 13F Addison Advisors LLC 35,477 1.85 15,553 20.41
2025-07-09 13F Bank of New Hampshire 3,393 0.00 1,487 18.20
2025-08-01 13F Wealth Watch Advisors, INC 4,538 -7.75 1,989 9.05
2025-07-21 13F Pacific Financial Group Inc 7,643 -7.66 3,351 9.16
2025-07-17 13F Smith Anglin Financial, LLC 12,763 -96.62 5,595 -96.00
2025-07-08 13F Parallel Advisors, LLC 20,301 11.12 8,900 31.37
2025-08-14 13F Camarda Financial Advisors, LLC 3,777 44.11 1,656 70.44
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 661 -0.60 290 23.50
2025-07-25 13F Ruedi Wealth Management, Inc. 0 -100.00 0
2025-08-13 13F Truvestments Capital Llc 862 0.00 378 18.18
2025-08-06 13F First Horizon Advisors, Inc. 117,822 7.32 51,654 26.88
2025-07-07 13F LBJ Family Wealth Advisors, Ltd. 720 0.00 0
2025-07-16 13F MBE Wealth Management, LLC 1,159 -1.45 508 16.51
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 1,448 -1.36 635 16.54
2025-07-17 13F Catalytic Wealth RIA, LLC 20,866 -2.08 9,148 15.77
2025-08-04 13F Creative Financial Designs Inc /adv 54,537 4.41 23,909 23.43
2025-07-09 13F FOCUS Wealth Advisors, LLC 937 0.00 411 18.16
2025-07-11 13F Farther Finance Advisors, LLC 18,117 12.63 7,942 31.95
2025-07-21 13F 25 Llc 45,443 11.31 19,923 31.60
2025-08-07 13F Fund Evaluation Group, LLC 12,759 5,594
2025-07-02 13F InvesTrust 1,825 -13.01 800 2.96
2025-07-17 13F First County Bank /CT/ 6,263 0.18 2,746 18.42
2025-08-15 13F Lgl Partners, Llc 725 3.57 331 27.41
2025-08-14 13F Goodwin Investment Advisory 3,150 46.04 1,381 72.72
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 39,621 12.94 17,370 33.52
2025-08-11 13F McDonough Capital Management, Inc 745 0.00 327 18.12
2025-07-18 13F SOA Wealth Advisors, LLC. 10,702 0.21 4,692 18.46
2025-07-23 13F Citizens National Bank Trust Department 313 0.00 137 18.10
2025-07-18 13F PFG Investments, LLC 8,737 25.53 3,830 48.45
2025-07-22 13F Iron Horse Wealth Management, LLC 1,463 10.92 641 31.08
2025-08-07 13F Hughes Financial Services, LLC 2,539 -1.51 1,157 20.02
2025-08-13 13F Oxler Private Wealth LLC 577 0.00 253 18.31
2025-07-10 13F Voisard Asset Management Group, Inc. 1,843 5.92 808 25.12
2025-08-13 13F Integrity Investment Advisors, LLC 707 -7.22 310 9.57
2025-08-21 13F Clarion Wealth Managment Partners, LLC 1,667 731
2025-07-02 13F McAlister, Sweet & Associates, Inc. 3,485 -85.80 1,528 -83.22
2025-08-06 13F Founders Financial Securities Llc 26,931 6.14 11,806 23.75
2025-08-04 13F Capital Performance Advisors Llp 10,088 -0.69 4,423 17.42
2025-08-12 13F Minot DeBlois Advisors LLC 1,199 -3.69 526 13.88
2025-08-11 13F Estate Counselors, LLC 13,644 187.00 5,982 239.44
2025-07-22 13F Romano Brothers And Company 39,590 2.99 17,356 21.77
2025-07-18 13F Consolidated Planning Corp 774 0.00 339 18.12
2025-08-11 13F Citigroup Inc 871,186 38.51 381,928 63.76
2025-08-12 13F Pfc Capital Group, Inc. 18 0.00 0
2025-07-14 13F Occidental Asset Management, LLC 3,556 -33.87 1,559 -21.83
2025-07-18 13F Rolek Wealth Management LLC 116,856 -1.67 51,230 19.00
2025-08-04 13F Saxony Capital Management, LLC 791 24.76 347 47.23
2025-08-08 13F Foundations Investment Advisors, LLC 95,030 27.46 41,661 50.69
2025-07-16 13F Flower City Capital 1,347 -9.54 591 7.07
2025-08-14 13F Herold Advisors, Inc. 1,813 -32.38 795 -20.12
2025-07-08 13F Gallacher Capital Management LLC 579 -41.10 254 -30.49
2025-08-05 13F Astra Wealth Partners LLC 481 211
2025-08-05 13F GPS Wealth Strategies Group, LLC 50,965 14.86 22,343 35.79
2025-07-31 13F Trademark Financial Management, LLC 992 -24.16 435 -10.33
2025-08-14 13F Susquehanna International Group, Llp Call 181,900 93.72 79,745 129.02
2025-08-14 13F Susquehanna International Group, Llp Put 61,100 -71.99 26,786 -66.88
2025-07-23 13F Tcfg Wealth Management, Llc 1,063 0.00 466 18.27
2025-08-08 13F Wrapmanager Inc 2,246 -16.23 985 -1.01
2025-07-10 13F Financial Management Network Inc 1,157 0.00 511 32.38
2025-07-03 13F Trinity Financial Advisors LLC 6,084 -1.12 2,670 22.09
2025-08-04 13F Flagship Harbor Advisors, Llc 27,251 -0.39 11,947 17.76
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 601,004 0.27 265,632 19.52
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 630 276
2025-07-21 13F Barrett & Company, Inc. 12,720 0.20 5,577 18.46
2025-08-01 13F Howard Capital Management Inc. 301,367 -4.06 132,271 13.56
2025-08-27 13F/A Brinker Capital Investments, LLC 268,637 6.25 117,770 25.61
2025-08-13 13F Alerus Financial Na 123 54
2025-07-22 13F Sage Financial Group Inc 151,378 -3.08 66,364 14.58
2025-08-14 13F NorthLanding Financial Partners, LLC 4,127 -1.46 1,809 16.48
2025-07-09 13F Breakwater Capital Group 3,918 -1.06 1,718 16.96
2025-07-23 13F Next Level Wealth Planning, LLC 661 -10.80 290 5.47
2025-07-01 13F First National Bank Sioux Falls 3,388 0.00 1,485 18.23
2025-08-12 13F O'shaughnessy Asset Management, Llc 38,884 13.66 17,047 34.37
2025-08-12 13F Running Point Capital Advisors, LLC 251 0.00 110 18.28
2025-05-14 13F Caitlin John, LLC 0 -100.00 0
2025-07-23 13F Roundview Capital LLC 2,225 -2.63 975 15.11
2025-08-07 13F CENTRAL TRUST Co 243,888 0.97 106,922 19.37
2025-07-14 13F Maryland Capital Advisors Inc. 421 0.00 185 17.95
2025-08-08 13F Allianz Se 272 253.25 119 325.00
2025-08-11 13F Novak & Powell Financial Services, Inc. 20,502 -22.39 8,988 -8.24
2025-07-17 13F One Wealth Advisors, LLC 2,018 0.00 885 18.18
2025-07-30 13F Caliber Wealth Management, LLC / KS 11,010 3.11 4,827 21.90
2025-08-14 13F TCG Advisory Services, LLC 2,219 -18.84 973 -4.05
2025-04-28 13F Mainstream Capital Management LLC 0 -100.00 0
2025-08-11 13F Bell Investment Advisors, Inc 517 -11.93 227 4.15
2025-08-14 13F Sherman Asset Management, Inc. 41 0.00 18 13.33
2025-07-17 13F Greenleaf Trust 6,836 0.00 2,997 18.23
2025-07-18 13F Trust Co Of Vermont 2,495 0.00 1,094 18.16
2025-08-12 13F Osborne Partners Capital Management, Llc 18,188 -0.47 7,974 17.68
2025-07-15 13F Well Done, LLC 980 -39.77 430 -35.68
2025-08-01 13F Bank of Jackson Hole Trust 1,651 3.45 724 11.75
2025-07-07 13F Investors Research Corp 125 -43.44 55 -33.33
2025-08-12 13F Coston, McIsaac & Partners 853 6.89 0
2025-07-31 13F AlTi Global, Inc. 11,334 -21.92 4,974 -7.60
2025-08-13 13F Capital Analysts, Inc. 33,324 1.68 15 16.67
2025-07-11 13F Diversified Trust Co 13,395 17.20 5,873 38.56
2025-07-23 13F Watershed Private Wealth Llc 33,509 -8.91 14,691 7.69
2025-05-02 13F Cable Hill Partners, LLC 188,141 -0.26 71,172 -8.07
2025-07-09 13F Clarus Wealth Advisors 17,126 -1.56 7,507 17.32
2025-04-15 13F Transform Wealth, LLC 1,816 2.08 674 -7.81
2025-08-14 13F Bbr Partners, Llc 1,606 0.00 704 18.32
2025-07-11 13F Mkd Wealth Coaches, Llc 1,425 0.00 625 18.18
2025-08-12 13F Wood Tarver Financial Group, LLC 42 5.00 0 -100.00
2025-07-15 13F Norden Group Llc 2,573 -31.06 1,128 -18.44
2025-08-08 13F Francis Financial, Inc. 0 -100.00 0
2025-08-14 13F Mpwm Advisory Solutions, Llc 151 57.29 66 88.57
2025-07-17 13F LVW Advisors, LLC 63,760 -21.43 27,952 -7.11
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 97,635 -3.13 42,803 13.50
2025-07-22 13F Alta Wealth Advisors LLC 4,320 5.39 1,894 24.62
2025-08-14 13F Heritage Wealth Management, Inc. 531 233
2025-07-17 13F Delta Capital Management Llc 3,000 0.00 1 0.00
2025-07-30 13F Mason & Associates, LLC 1,232 0.00 540 18.42
2025-07-25 13F Yarger Wealth Strategies, Llc 582 4.68 255 23.79
2025-08-18 13F Finward Bancorp 13,478 -0.01 5,909 18.21
2025-08-14 13F Aureus Asset Management, LLC 7,808 0.00 3,423 18.24
2025-07-22 13F Simplicity Wealth,LLC 3,474 -43.18 1,523 -32.82
2025-07-16 13F New Insight Wealth Advisors 0 -100.00 0
2025-08-08 13F Cetera Investment Advisers 1,326,314 18.43 581,456 40.01
2025-07-10 13F High Net Worth Advisory Group LLC 14,829 0.99 6,506 19.40
2025-07-22 13F Compass Financial Group, INC/SD 9,085 -2.15 3,983 15.65
2025-07-14 13F Sentinel Pension Advisors Inc 12,516 0.41 5,487 18.71
2025-08-06 13F Geometric Wealth Advisors 6,190 -3.08 2,714 14.57
2025-04-02 13F Marcum Wealth, LLC 20,293 -0.55 7,525 -10.16
2025-08-18 13F/A Kestra Investment Management, LLC 5,547 15.73 2,432 36.80
2025-07-29 13F Arcus Capital Partners, LLC 510 224
2025-07-30 13F Syntegra Private Wealth Group, LLC 1,164 0.00 510 18.33
2025-07-16 13F TCI Wealth Advisors, Inc. 2,474 -1.75 1,085 16.18
2025-08-14 13F EP Wealth Advisors, Inc. 3,463,113 3.80 1,518,229 22.71
2025-07-22 13F Gemmer Asset Management LLC 36,150 2.35 15,848 21.00
2025-07-16 13F MKT Advisors LLC 1,883 0.00 817 29.89
2025-07-11 13F Prosperity Planning, Inc. 46,784 2.83 20,510 21.56
2025-08-08 13F Fusion Capital, LLC 29,230 2.69 12,815 21.41
2025-07-30 13F Capital Investment Services of America, Inc. 1,218 8.56 534 28.37
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 81,415 8.31 35,692 28.06
2025-07-21 13F HighMark Wealth Management LLC 50 -24.24 22 -8.33
2025-08-04 13F Mayflower Financial Advisors, LLC 3,467 2.73 1,520 21.42
2025-07-15 13F Retirement Income Solutions, Inc 5,521 0.00 2,420 18.22
2025-04-17 13F Montecito Bank & Trust 820 -34.66 304 -40.97
2025-08-13 13F Williamson Legacy Group, LLC 637 -3.48 279 14.34
2025-07-25 13F Sather Financial Group Inc 792 0.00 347 18.43
2025-08-01 13F Fort Vancouver Investment Management, LLC 9,078 -7.50 3,980 9.34
2025-08-05 13F Bridgewater Advisors Inc. 5,535 3.11 2,512 23.51
2025-07-30 13F Princeton Global Asset Management LLC 156 0.00 68 19.30
2025-08-06 13F Able Wealth Management LLC 509 223
2025-07-15 13F Unified Investment Management 500 219
2025-07-16 13F RWM Asset Management, LLC 82,424 0.00 36,135 18.22
2025-08-12 13F Maripau Wealth Management Llc 3,916 -17.21 1,715 -2.22
2025-07-09 13F Fragasso Group Inc. 1,306 18.51 573 40.20
2025-07-11 13F Windsor Capital Management, LLC 2,025 -1.07 888 16.86
2025-08-27 NP HCMNX - HCM Dividend Sector Plus Fund Class A Shares 12,580 0.00 5,515 18.25
2025-07-15 13F Colonial River Wealth Management, LLC 1,822 -10.60 806 6.75
2025-07-25 13F M3 Advisory Group, LLC 16,632 4.43 7,291 23.47
2025-08-06 13F Nicholas Hoffman & Company, LLC. 4,305 1.46 1,887 19.96
2025-08-13 13F Denver Wealth Management, Inc. 1,673 2.32 733 20.96
2025-08-14 13F Graney & King, LLC 3,492 11.49 1,531 31.87
2025-07-07 13F Global Wealth Strategies & Associates 143 -9.49 63 6.90
2025-08-13 13F Boston Family Office Llc 1,414 30.80 1
2025-07-25 13F CV Advisors LLC 494 217
2025-07-21 13F Cape Cod Five Cents Savings Bank 1,000 0.00 384 0.00
2025-08-12 13F Weaver Consulting Group 914 0.00 401 18.34
2025-05-15 13F National Wealth Management Group, LLC 1,367 -11.18 507 -19.81
2025-07-25 13F Lodestar Private Asset Management Llc 11,103 14.29 4,868 35.12
2025-07-28 13F Kiker Wealth Management, LLC 0 -100.00 0
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 -100.00 0 -100.00
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 30,332 -10.37 13,298 5.96
2025-08-14 13F Sentinus, LLC 569 0.00 249 18.57
2025-08-13 13F Mayfair Advisory Group, LLC 28,985 9.66 13,308 35.78
2025-07-18 13F Cooper Financial Group 1,712 -45.25 750 -35.29
2025-08-27 NP XNAV - FundX Aggressive ETF 6,865 -2.44 3,010 15.33
2025-07-28 13F Chesapeake Wealth Management 767 -2.04 336 15.86
2025-08-27 NP XCOR - FundX ETF 52,117 5.82 22,848 25.11
2025-08-04 13F Quaker Wealth Management, LLC 21,373 9,370
2025-08-06 13F Rps Advisory Solutions Llc 475 208
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-07-10 13F Charter Oak Capital Management, LLC 10,171 -0.07 4,459 18.15
2025-08-13 13F Johnson Financial Group, Inc. 2,683 36.47 1,178 61.45
2025-07-10 13F Peoples Bank/KS 0 -100.00 0
2025-08-11 13F Anderson Financial Strategies, LLC 0 -100.00 0
2025-07-09 13F GSG Advisors LLC 16,175 -0.02 7,091 19.18
2025-07-15 13F Smith & Howard Wealth Management, LLC 34,625 7.24 15,179 26.79
2025-07-21 13F Jackson Wealth Management, LLC 3,390 -82.13 1,486 -78.88
2025-07-22 13F DT Investment Partners, LLC 4,968 -18.20 2,178 -3.29
2025-08-11 13F Rothschild Investment Llc 7,825 0.40 3,430 18.69
2025-07-16 13F Wealth Group Ltd 1,260 -1.56 553 16.46
2025-07-25 13F Iron Financial, LLC 796 0.00 349 17.97
2025-07-24 13F Thompson Investment Management, Inc. 1,907 0.00 836 18.25
2025-07-31 13F Kathleen S. Wright Associates Inc. 23,302 -6.21 10,216 10.88
2025-08-01 13F FSA Advisors, Inc. 803 -55.71 352 -47.62
2025-08-08 13F MTM Investment Management, LLC 171 4.91 75 23.33
2025-08-01 13F Integral Investment Advisors, Inc. 28,842 -1.23 12,644 16.77
2025-08-01 13F Advisory Alpha, LLC 15,361 3.02 6,735 21.82
2025-07-17 13F Genesis Private Wealth, Llc 1,290 0.47 566 18.70
2025-07-28 13F Naviter Wealth, LLC 820 -2.61 360 15.38
2025-08-13 13F Vance Wealth, Inc. 1,519 5.27 666 24.53
2025-08-08 13F Campbell Deegan Wealth Management, LLC 16,905 5.34 7,411 24.53
2025-08-14 13F Benjamin Edwards Inc 12,592 55.09 5,520 83.39
2025-08-14 13F Pine Harbor Wealth Management, LLC 18,976 3.39 8,319 22.23
2025-07-24 13F KFA Private Wealth Group, LLC 6,873 0.06 3,013 18.30
2025-08-07 13F Montag A & Associates Inc 10,262 0.83 4,504 19.34
2025-08-01 13F May Hill Capital, LLC 5,121 -3.45 2,245 14.14
2025-08-08 13F Oak Harvest Investment Services 28,227 4.57 12,375 23.63
2025-08-12 13F OneAscent Financial Services LLC 9,494 -29.73 4 -20.00
2025-08-14 13F Aqr Capital Management Llc 96,591 7.03 42,346 26.53
2025-07-23 13F Tectonic Advisors Llc 4,166 25.03 1,826 47.85
2025-07-29 13F Level Wealth Management LLC 1,839 0.00 806 18.18
2025-07-28 13F WealthPlan Investment Management, LLC 1,209 11.02 530 31.51
2025-05-14 13F Summit Financial Wealth Advisors, LLC 100,089 0.49 37,115 -10.04
2025-07-10 13F YHB Investment Advisors, Inc. 1,750 -2.56 767 15.34
2025-08-14 13F Snowden Capital Advisors LLC 35,716 0.67 15,676 19.15
2025-07-30 13F/A Divergent Planning, LLC 862 9.11 374 25.50
2025-08-08 13F Capital Investment Advisory Services, LLC 24,976 2.05 10,950 20.65
2025-07-22 13F Integrated Capital Management, LLC 1,070 -3.43 0
2025-05-07 13F WMS Partners, LLC 0 -100.00 0
2025-07-17 13F Gleason Group, Inc. 141,219 43.27 61,910 69.38
2025-08-04 13F Twin City Private Wealth, Llc 2,014 -7.19 884 9.83
2025-07-29 13F Calamos Wealth Management LLC 1,191 -23.85 522 -9.84
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 44,591 -1.09 19,549 16.93
2025-07-15 13F Main Street Group, LTD 842 0.00 369 18.27
2025-08-07 13F Greystone Financial Group, LLC 12,761 7.94 5,594 27.63
2025-07-11 13F Arthur M. Cohen & Associates, Llc 1,218 0.00 534 18.18
2025-07-14 13F Golden State Equity Partners 4,847 -2.75 2,125 14.94
2025-07-08 13F Lpwm Llc 2,880 4.16 1,263 23.12
2025-08-12 13F Wind River Trust Co 19,070 0.00 8,360 18.23
2025-07-10 13F Secure Asset Management, LLC 657 288
2025-07-23 13F Independent Solutions Wealth Management, LLC 1,884 0.00 826 18.19
2025-07-23 13F Laraway Financial Inc 13,329 -2.63 5,844 15.11
2025-07-23 13F Litman Gregory Asset Management LLC 700 1.89 307 20.87
2025-08-05 13F Crestwood Advisors Group LLC 5,256 0.75 2,304 19.13
2025-07-24 13F KC Investment Advisors, LLC 40,437 -52.16 17,728 -43.44
2025-07-18 13F Warren Street Wealth Advisors, LLC 795 -1.73 349 16.39
2025-07-21 13F/A Abacus Planning Group, Inc. 774 2.38 340 21.07
2025-08-11 13F North Forty Two & Co. 1,128 0.00 494 18.18
2025-07-25 13F Hobbs Group Advisors, LLC 1,226 0.00 537 18.28
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 98 0.00 43 16.67
2025-07-16 13F Diversified Enterprises, LLC 12,691 -0.51 5,564 17.61
2025-07-29 13F Latitude Advisors, LLC 1,805 11.97 791 32.50
2025-07-23 13F Winthrop Advisory Group LLC 19,474 581.39 8,547 707.08
2025-07-30 13F Benin Management CORP 1,364 0.00 598 18.22
2025-07-14 13F Infinity Wealth Counsel, LLC 15,418 -0.36 6,760 17.79
2025-08-14 13F Mission Creek Capital Partners, Inc. 4,255 -3.19 1,865 14.49
2025-07-16 13F Lloyd Advisory Services, LLC. 3,691 1,618
2025-07-07 13F Versant Capital Management, Inc 185 85.00 81 118.92
2025-08-08 13F Hartland & Co., LLC 28,788 -4.84 12,621 12.50
2025-07-29 13F Regions Financial Corp 29,150 -0.66 12,779 17.45
2025-07-16 13F AAFMAA Wealth Management & Trust LLC 5,814 78.67 2,549 111.28
2025-08-12 13F Legacy Financial Group, Inc. 77,187 -0.79 33,839 17.29
2025-05-09 13F Avalon Trust Co 0 -100.00 0
2025-04-23 13F Western Financial Corp/CA 0 -100.00 0
2025-08-11 13F United Advisor Group, LLC 9,408 47.32 4,125 74.16
2025-08-12 13F Chaney Capital Management, Inc. 115,828 2.25 50,779 20.88
2025-08-12 13F Hanover Advisors Inc 7,738 -2.15 3,392 15.69
2025-07-09 13F Thrive Wealth Management, LLC 30,850 5.94 13,525 25.25
2025-07-31 13F Opes Wealth Management LLC 1,095 26.44 480 49.53
2025-08-13 13F Baker Avenue Asset Management, LP 2,560 -1.42 1,122 16.51
2025-07-14 13F LaFleur & Godfrey LLC 3,760 0.00 1,649 18.22
2025-08-14 13F Two Sigma Investments, Lp 1,042,900 2.15 457,207 20.77
2025-07-22 13F Noble Family Wealth, LLC 48,361 7.47 21,202 27.05
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 3,233 -14.02 1,417 1.65
2025-08-13 13F/A Claudia M.p. Batlle, Crp (r) Llc 2,363 127.21 1,036 168.83
2025-08-13 13F Polen Capital Management Llc 12,907 -11.53 5,659 4.60
2025-07-16 13F Brave Asset Management Inc 618 0.00 271 17.90
2025-07-17 13F Stephens Group Asset Management, Llc 340,519 10.31 149,284 30.41
2025-07-18 13F Truist Financial Corp 1,030,654 3.92 451,839 22.86
2025-08-13 13F RFP Financial Group LLC 0 -100.00 0
2025-07-25 13F Parker Financial LLC 66,095 1.22 28,977 19.67
2025-08-12 13F Howe & Rusling Inc 764 -0.91 335 17.19
2025-07-28 13F JGP Wealth Management, LLC 791 14.47 347 35.16
2025-07-31 13F Brian Low Financial Group, Llc 2,502 1,097
2025-07-25 13F PrairieView Partners, LLC 409 0.00 0
2025-08-13 13F Luminist Capital LLC 3 0.00 1 0.00
2025-08-15 13F Provenance Wealth Advisors, LLC 4,151 14.01 1,820 34.74
2025-08-12 13F Mystic Asset Management, Inc. 760 0.00 333 18.51
2025-07-29 13F Private Wealth Management Group, LLC 524 -17.87 230 -2.97
2025-08-01 13F Anson Capital, Inc. 789 0.00 346 18.15
2025-08-12 13F TCP Asset Management, LLC 0 -100.00 0
2025-07-14 13F GAMMA Investing LLC 4,320 17.42 1,894 38.78
2025-08-14 13F Visionary Wealth Advisors 21,981 8.17 9,636 27.88
2025-08-11 13F Heritage Wealth Advisors 805 -30.96 353 -18.52
2025-07-07 13F Wilson & Boucher Capital Management, LLC 7,700 0.00 3,375 18.21
2025-08-12 13F Frontier Asset Management, LLC 1,879 -0.05 824 18.22
2025-07-09 13F Tounjian Advisory Partners, Llc 3,928 0.00 1,456 0.00
2025-08-01 13F Alexander Labrunerie & Co., Inc. 10,635 0.63 4,662 18.99
2025-07-08 13F Lowe Wealth Advisors, LLC 429 0.00 188 18.24
2025-07-23 13F Narwhal Capital Management 1,800 0.00 789 18.29
2025-08-14 13F Dagco, Inc. 60,266 6.56 26,421 25.98
2025-08-14 13F Vista Capital Partners, Inc. 206,957 -1.51 90,730 16.44
2025-07-30 13F Fiduciary Family Office, Llc 855 0.00 375 17.98
2025-08-13 13F JT Stratford LLC 6,276 18.42 2,752 40.00
2025-04-23 13F Goelzer Investment Management, Inc. 832 0.00 341 0.00
2025-08-13 13F Wealthquest Corp 2,196 -22.92 963 -8.90
2025-08-05 13F Arrowroot Family Office, LLC 1,944 -1.57 852 5.19
2025-07-25 13F Verdence Capital Advisors LLC 22,924 6.15 10,050 25.49
2025-07-24 13F Trust Co of Tennessee 236,055 -0.26 103,487 17.92
2025-07-17 13F Dopkins Wealth Management, Llc 13,989 -0.53 6,133 17.58
2025-08-11 13F Vanguard Group Inc 186,172 4.20 81,618 23.19
2025-08-14 13F Acorn Wealth Advisors, LLC 4,072 283.79 1,785 354.20
2025-07-17 13F Scott & Selber, Inc. 16,996 -0.09 7 16.67
2025-07-08 13F Strategic Advocates LLC 4,672 0.00 2,048 18.24
2025-08-06 13F Legacy Wealth Managment, LLC/ID 151 0.00 66 20.00
2025-08-08 13F Mv Capital Management, Inc. 7,040 0.00 3,086 18.24
2025-08-14 13F Connecticut Wealth Management, LLC 123,754 4.77 54,254 23.86
2025-08-14 13F JPL Wealth Management, LLC 854 -11.69 374 4.47
2025-08-14 13F Archetype Wealth Partners 5,189 -22.54 2 0.00
2025-08-06 13F New Millennium Group LLC 64 -9.86 28 7.69
2025-07-23 13F Trifecta Capital Advisors, LLC 395 -13.76 173 2.37
2025-08-05 13F American Capital Advisory, LLC 8,562 0.50 3,754 18.80
2025-08-12 13F Gitterman Wealth Management, LLC 462 202
2025-07-30 13F Rehmann Capital Advisory Group 15,981 -4.20 7,006 13.26
2025-08-13 13F Smith, Moore & Co. 13,163 -6.50 5,771 10.54
2025-08-07 13F Flagship Wealth Advisors, Llc 47,803 0.89 20,957 19.27
2025-07-24 13F Grand Wealth Management, Llc 269 -16.20 118 0.00
2025-08-05 13F Ciovacco Capital Management LLC 11,444 75.04 5,017 106.97
2025-08-01 13F Austin Private Wealth, LLC 931 -13.88 408 2.00
2025-07-16 13F Old Port Advisors 595 -7.75 261 8.79
2025-07-23 13F Hager Investment Management Services, Llc 0 -100.00 0
2025-07-22 13F Cedar Mountain Advisors, LLC 3,473 -1.98 1,523 15.92
2025-08-11 13F Avantax Planning Partners, Inc. 2,817 4.49 1,235 23.52
2025-07-08 13F Goldstone Financial Group, LLC 1,055 9.90 467 30.90
2025-07-17 13F XML Financial, LLC 968 -5.10 424 12.17
2025-07-03 13F TrueWealth Advisors, LLC 978 -0.31 429 17.91
2025-08-13 13F Cary Street Partner Investment Advisory Llc 289 -18.36 127 -3.82
2025-07-16 13F BOS Asset Management, LLC 2,028 0.00 889 18.22
2025-08-13 13F Northern Trust Corp 182,636 8.18 80,068 27.90
2025-07-31 13F Mason & Associates Inc 1,240 0.00 544 18.30
2025-07-24 13F Horizon Bancorp Inc /in/ 18,815 -1.23 8 14.29
2025-07-22 13F Checchi Capital Advisers, LLC 9,777 -25.92 4,286 -12.42
2025-07-23 13F Bear Mountain Capital, Inc. 129 0.00 58 18.75
2025-07-23 13F Traphagen Investment Advisors Llc 497 218
2025-08-13 13F Cresset Asset Management, LLC 196,779 -0.38 86,368 17.91
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 482,195 5.54 211 24.85
2025-04-30 13F Highview Capital Management LLC/DE/ 0 -100.00 0
2025-07-16 13F Morangie Management LLC 550 0.00 241 18.14
2025-07-18 13F Centricity Wealth Management, LLC 43 0.00 19 20.00
2025-08-13 13F Raab & Moskowitz Asset Management LLC 8,280 -3.21 3,630 14.44
2025-07-16 13F Newton One Investments LLC 89,224 3.99 39,116 22.95
2025-08-14 13F Clg Llc 1,038 -1.05 455 17.01
2025-07-31 13F AF Advisors, Inc. 1,635 0.00 717 18.15
2025-07-07 13F Capital Asset Advisory Services LLC 1,915 28.52 831 47.86
2025-08-06 13F Bonfire Financial 20,911 -0.55 9,178 17.73
2025-07-17 13F Camelot Portfolios, LLC 3,628 -10.22 1,590 6.14
2025-08-14 13F Peapack Gladstone Financial Corp 5,788 -9.98 3 0.00
2025-08-14 13F Talisman Wealth Advisors LLC 2,183 0.00 957 18.17
2025-08-15 13F Binnacle Investments Inc 5,415 -0.15 2,374 18.06
2025-07-30 13F DecisionMap Wealth Management, LLC 533 -15.80 234 -0.43
2025-08-14 13F Integrated Wealth Concepts LLC 64,541 4.66 28,295 23.73
2025-07-17 13F Oakworth Capital, Inc. 3,994 0.00 1,751 18.16
2025-07-09 13F Orser Capital Management, Llc 8,173 -69.12 3,583 -63.49
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 468 -51.10 205 -42.09
2025-07-08 13F/A Salem Investment Counselors Inc 5,857 0.17 2,571 18.54
2025-07-25 13F Wells Financial Advisors INC 19,258 -6.24 8,443 10.85
2025-08-11 13F Capital Square, LLC 1,088 -11.54 481 5.49
2025-07-22 13F Berkshire Money Management, Inc. 24,971 -68.65 10,947 -62.94
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 106,315 0.00 46,608 18.23
2025-07-15 13F Home Federal Bank Of Tennessee 594 0.00 260 18.18
2025-08-04 13F Carret Asset Management, Llc 2,285 0.04 1,002 18.32
2025-08-14 13F Oxford Financial Group Ltd 3,008 0.50 1,319 18.85
2025-07-21 13F TFG Advisers LLC 1,038 0.78 455 19.16
2025-07-29 13F Tide Cove Capital Partners LLC 19,903 1.77 9,075 25.12
2025-08-27 NP ACALX - Advisors Capital Active All Cap Fund 92,600 5.95 40,596 25.26
2025-08-14 13F Permanens Capital L.P. 301,987 -14.86 132,543 0.77
2025-08-20 13F/A Thompson Davis & Co., Inc. 1,884 2.34 826 20.97
2025-08-05 13F Fortress Wealth Group, LLC 60,421 -19.40 27,407 -3.48
2025-07-09 13F Procyon Private Wealth Partners, LLC 34,958 -45.31 15,323 -35.36
2025-07-28 13F Rosenberg Matthew Hamilton 123 21.78 54 43.24
2025-08-06 13F Aspect Partners, LLC 0 -100.00 0
2025-08-11 13F Alteri Wealth LLC 1,807 3.67 792 22.60
2025-07-29 13F Lyell Wealth Management, Lp 730 320
2025-08-12 13F/A Cozad Asset Management Inc 9,725 3.60 4,263 22.50
2025-08-15 13F North Ridge Wealth Advisors, Inc. 3,935 -1.62 1,725 16.32
2025-04-29 13F Baker Boyer National Bank 0 -100.00 0
2025-07-24 13F Lokken Investment Group LLC 39,097 -0.24 17,140 17.94
2025-07-25 13F Clarendon Private LLC 4,453 -1.42 1,952 16.61
2025-08-13 13F GM Advisory Group, Inc. 4,355 62.20 1,909 91.86
2025-08-14 13F Citadel Advisors Llc Call 89,100 -37.17 39,061 -25.71
2025-08-05 13F Strategic Financial Concepts, LLC 12,285 -9.32 5,385 7.21
2025-08-13 13F IAG Wealth Partners, LLC 48,987 -6.78 21,476 10.20
2025-08-14 13F Citadel Advisors Llc Put 15,200 -75.08 6,664 -70.54
2025-08-27 NP ACGRX - Advisors Capital Growth Fund 22,100 125.51 9,689 166.59
2025-08-05 13F Tsfg, Llc 2,648 -12.84 1 0.00
2025-08-14 13F Mariner, LLC 1,786,816 2.34 783,340 20.99
2025-07-10 13F Wedmont Private Capital 12,152 11.26 5,377 36.68
2025-07-01 13F Stonehearth Capital Management, LLC 548 -3.69 240 14.29
2025-08-08 13F Kane Investment Management, Inc. 4,581 -8.20 2,008 8.54
2025-07-09 13F Fermata Advisors, LLC 1,377 604
2025-07-09 13F Hiley Hunt Wealth Management 60,902 1.06 26,718 18.50
2025-07-16 13F Independent Wealth Network Inc. 6,027 8.09 2,642 27.82
2025-08-14 13F Atomi Financial Group, Inc. 68,827 -8.08 30,174 8.68
2025-08-04 13F Roble, Belko & Company, Inc 13 85.71 0
2025-08-14 13F Shepherd Kaplan Krochuk, Llc 1,042 0.00 457 18.13
2025-07-22 13F Valeo Financial Advisors, LLC 20,601 -35.38 9,032 -23.60
2025-08-08 13F Accredited Investors Inc. 1,503 -3.41 659 14.24
2025-07-22 13F Innovative Wealth Building LLC 2,592 27.68 1,136 51.06
2025-07-09 13F Beacon Financial Group 51,384 -2.71 22,527 15.02
2025-08-06 13F ZEGA Investments, LLC 1,968 0.41 863 18.73
2025-07-17 13F Alpine Bank Wealth Management 23,807 -9.38 10,437 7.13
2025-07-28 13F Cutler Investment Counsel Llc 58,433 1.09 25,646 19.65
2025-08-11 13F Landaas & Co /wi /adv 998 -21.54 437 -7.22
2025-08-14 13F Raymond James Financial Inc 2,471,481 -6.28 1,083,498 10.80
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 121,495 -4.73 53,288 12.56
2025-07-25 13F Priebe Wealth Holdings LLC 0 -100.00 0
2025-08-11 13F VSM Wealth Advisory, LLC 18,690 16.47 8,194 37.70
2025-07-31 13F Briaud Financial Planning, Inc 812 0.00 0
2025-08-01 13F Ferguson Shapiro LLC 895 0.00 392 18.43
2025-08-05 13F Mission Wealth Management, Lp 1,033,308 3.67 453,002 22.57
2025-04-29 13F Element Wealth, LLC 0 -100.00 0
2025-07-10 13F Hurlow Wealth Management Group, Inc. 30,200 -8.09 13,240 8.66
2025-08-05 13F Verity Asset Management, Inc. 1,487 -49.25 651 -40.00
2025-07-16 13F Southern Capital Advisors, Llc 3,972 0.00 1,741 18.27
2025-08-20 13F Forefront Wealth Partners, LLC 0 -100.00 0
2025-07-17 13F HB Wealth Management, LLC 71,471 -2.86 31,333 14.84
2025-07-21 13F Ameriflex Group, Inc. 848 11.87 368 31.07
2025-07-15 13F Kentucky Trust Co 56 24.44 25 50.00
2025-07-10 13F Mogy Joel R Investment Counsel Inc 3,650 0.00 1,600 18.26
2025-08-06 13F Tradewinds, LLC. 0 -100.00 0
2025-08-12 13F Farmers National Bank 2,635 -0.08 1,155 18.22
2025-07-22 13F Luken Investment Analytics, LLC 205 2.50 90 20.27
2025-07-10 13F Global Financial Private Client, LLC 9,380 0.01 4,112 18.20
2025-07-16 13F Arlington Capital Management, Inc. 3,407 1,494
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 955 1.17 419 19.71
2025-08-14 13F White Knight Strategic Wealth Advisors, LLC 4,220 -0.73 1,850 17.39
2025-08-14 13F Vident Advisory, LLC 551 0.00 242 18.14
2025-04-25 13F Smallwood Wealth Investment Management, LLC 78 29
2025-07-07 13F Accelerate Investment Advisors LLC 568 -0.70 249 17.45
2025-07-14 13F Abound Wealth Management 916 25.31 401 47.97
2025-07-15 13F Hofer & Associates. Inc 22,648 0.42 9,929 18.71
2025-07-24 13F PDS Planning, Inc 2,444 0.00 1,071 18.21
2025-04-14 13F Greenspring Advisors, LLC 900 0.00 334 -9.76
2025-08-11 13F Hexagon Capital Partners LLC 12,421 -9.95 5,445 6.45
2025-08-20 13F/A Coppell Advisory Solutions LLC 4,446 5.93 1,940 22.09
2025-07-23 13F Cohen Investment Advisors LLC 3,046 2.63 1,335 21.36
2025-08-27 13F/A Putney Financial Group LLC 55 -38.89 24 -27.27
2025-08-14 13F Van Den Berg Management I, Inc 43 65.38 19 100.00
2025-07-18 13F BSW Wealth Partners 1,313 -1.50 576 16.40
2025-07-25 13F Midwest Capital Advisors, LLC 1,392 -6.51 610 10.51
2025-07-23 13F Morton Capital Management LLC/CA 1,488 -0.60 652 17.48
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-08-13 13F Provida Pension Fund Administrator 0 -100.00 0 -100.00
2025-08-07 13F Guidance Capital, Inc 12,594 2.57 5,605 17.24
2025-08-12 13F Winnow Wealth Llc 0 -100.00 0 -100.00
2025-07-08 13F Nbc Securities, Inc. 1,215 -38.32 1
2025-07-30 13F Schnieders Capital Management Llc 1,241 0.00 544 18.26
2025-08-01 13F Red Lighthouse Investment Management, Llc 171 -10.47 75 13.85
2025-05-09 13F Toews Corp /adv 0 -100.00 0
2025-07-23 13F Ti-trust, Inc 1,407 -6.82 617 10.20
2025-07-16 13F Eastover Investment Advisors LLC 807 -4.61 354 12.78
2025-07-28 13F Arlington Financial Advisors, LLC 1,626 -42.83 713 -32.45
2025-08-13 13F Botty Investors LLC 7,220 0.00 3,169 18.34
2025-08-07 13F FDx Advisors, Inc. 14,273 -4.09 6 20.00
2025-08-01 13F SwitchPoint Financial Planning, LLC 6,187 24.89 2,712 47.63
2025-08-13 13F Wambolt & Associates, LLC 533 -5.83 231 9.48
2025-08-14 13F Spears Abacus Advisors LLC 1,591 10.49 697 30.77
2025-08-14 13F Essential Planning, LLC. 606 8.41 266 28.02
2025-07-30 13F First Interstate Bank 814 14.17 357 34.85
2025-05-01 13F Grant/GrossMendelsohn, LLC 2,781 1.35 1,046 -7.19
2025-08-06 13F Legacy Investment Solutions, LLC 151 0.00 66 4.76
2025-08-06 13F Simmons Bank 17,609 -2.42 7,719 15.36
2025-08-07 13F Retirement Solution Inc. 1,053 31.95 462 56.27
2025-08-08 13F Nixon Peabody Trust Co 9,300 0.00 4,077 18.24
2025-08-14 13F Widmann Financial Services, Inc. 1,023 0.00 448 18.21
2025-07-25 13F Apollon Wealth Management, LLC 17,995 0.49 7,889 18.81
2025-07-15 13F Farrell Financial LLC 1,327 -0.15 582 18.09
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 9,900 -1.49 4,340 16.48
2025-08-07 13F Ibex Wealth Advisors 2,824 -51.79 1,238 -43.00
2025-07-21 13F Curran Financial Partners, LLC 30,871 22.72 13,534 45.08
2025-05-15 13F Lavaca Capital Llc 0 -100.00 0
2025-08-13 13F Rinkey Investments 18,264 -9.27 8,007 7.26
2025-08-06 13F Stone House Investment Management, LLC 456 347.06 200 437.84
2025-07-17 13F Symmetry Partners, LLC 2,609 -0.91 1,144 17.11
2025-07-23 13F Capital Management Associates, Inc 7,437 100.03 3,261 136.57
2025-08-05 13F Ring Mountain Capital, LLC 460 206
2025-07-07 13F Trust Co 132,364 -12.88 58,028 3.00
2025-08-01 13F Gwn Securities Inc. 2,348 -44.10 1,032 -36.79
2025-08-05 13F Cassaday & Co Wealth Management LLC 7,755 2.61 3,400 21.31
2025-08-08 13F Thoroughbred Financial Services, Llc 7,507 1.23 3 50.00
2025-08-18 13F Geneos Wealth Management Inc. 50,831 26.35 22,284 49.39
2025-08-12 13F Mcdonald Partners Llc 748 0.40 328 18.48
2025-07-03 13F Collective Family Office Llc 2,388 -6.83 1,047 10.11
2025-07-07 13F St. Clair Advisors, LLC 841 0.00 369 18.33
2025-08-29 13F Centaurus Financial, Inc. 10,201 -16.09 4 0.00
2025-08-14 13F Silvercrest Asset Management Group Llc 147,468 14.19 64,650 35.00
2025-08-06 13F Stokes Family Office, LLC 10,707 10.70 4,694 30.87
2025-07-15 13F Focused Wealth Management, Inc 2,501 0.00 1,096 18.23
2025-07-23 13F Secured Retirement Advisors, Llc 497 -15.62 218 -0.46
2025-07-29 13F Oxbow Advisors, LLC 1,042 1.66 457 20.00
2025-07-16 13F Pacific Sage Partners, LLC 998 0.00 438 18.11
2025-08-14 13F IPG Investment Advisors LLC 5,964 2.85 2,618 21.72
2025-08-07 13F Grange Capital, LLC 3,543 -5.77 1,553 11.41
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 14,670 16.22 6,672 50.51
2025-08-14 13F Seven Mile Advisory 673 0.00 295 18.47
2025-07-29 13F Community Bank of Raymore 8,301 70.87 3,639 102.05
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-15 13F Accurate Wealth Management, LLC 7,714 0.78 3,413 23.76
2025-08-07 13F Beese Fulmer Investment Management, Inc. 1,582 15.64 693 36.69
2025-07-17 13F Eclectic Associates Inc /adv 10,021 10.15 4,393 30.21
2025-07-15 13F Total Wealth Planning, Llc 153,771 9.61 67,413 29.58
2025-07-17 13F Enclave Advisors LLC 35,311 5.81 15,480 25.10
2025-08-13 13F SMART Wealth LLC 639 280
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 890 -1.22 390 16.77
2025-08-13 13F Brown Advisory Inc 69,414 -4.44 30,432 12.98
2025-07-22 13F Apexium Financial, Lp 10,548 0.00 4,628 18.33
2025-08-12 13F Passive Capital Management, LLC. 2,965 0.00 1,287 17.02
2025-07-28 13F SFG Wealth Management, LLC. 5,336 0.00 2,339 18.25
2025-08-13 13F Mount Yale Investment Advisors, LLC 920 0.11 403 18.24
2025-08-11 13F Mosaic Family Wealth Partners, Llc 322,237 2.14 141,269 20.75
2025-07-22 13F Warwick Investment Management, Inc. 16,571 14.96 7,265 35.90
2025-07-16 13F Traveka Wealth, LLC 570 0.00 250 18.01
2025-07-15 13F Oak Wealth Advisors LLC 672 -14.18 295 1.38
2025-07-31 13F Waldron Private Wealth LLC 558,569 3.96 245,159 23.05
2025-08-13 13F Everstar Asset Management, LLC 2,344 -0.42 1,028 17.78
2025-07-09 13F Towerpoint Wealth, LLC 64,375 1.72 28,222 20.26
2025-07-09 13F O'Brien Wealth Partners LLC 44,921 1.22 19,694 19.66
2025-08-15 13F Blue Edge Capital, LLC 152,720 -0.94 66,952 17.11
2025-08-07 13F Mosaic Financial Group, Llc 1,315 0.00 1
2025-08-13 13F Vertex Planning Partners, LLC 3,808 -5.46 1,669 11.79
2025-08-14 13F Destination Wealth Management 148,698 -1.01 65,189 17.04
2025-08-14 13F Freedom Financial Partners LLC 20,442 1.07 8,961 19.50
2025-07-16 13F Tenret Co LLC 46,241 -8.29 20,272 8.43
2025-08-04 13F Field & Main Bank 170 0.00 75 17.46
2025-08-04 13F Northwest Financial Advisors 462 203
2025-08-12 13F BlackRock, Inc. 13,887 39.37 6,088 64.76
2025-08-06 13F Horizon Investment Services, LLC 2,267 -3.53 994 14.12
2025-07-29 13F Private Trust Co Na 6,465 36.45 2,834 61.39
2025-08-01 13F First Command Advisory Services, Inc. 2,659 -2.78 1,166 14.89
2025-07-23 13F Joel Isaacson & Co., LLC 72,969 1.14 31,990 19.58
2025-08-12 13F Choate Investment Advisors 12,702 -3.30 5,569 14.31
2025-07-14 13F Clear Harbor Asset Management, LLC 873 -15.08 383 0.26
2025-08-07 13F Allen Investment Management LLC 5,539 0.00 2,428 18.27
2025-07-15 13F SJS Investment Consulting Inc. 487 4.28 214 23.12
2025-07-09 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
2025-08-08 13F Atlantic Trust, LLC 234 -4.88 103 12.09
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 98,550 5.35 43,204 24.55
2025-07-18 13F Client 1st Advisory Group, Llc 918 5.03 402 24.07
2025-08-12 13F Boreal Capital Management LLC 1,149 504
2025-07-09 13F Westmount Partners, LLC 3,581 0.08 1,570 18.40
2025-07-22 13F Olistico Wealth, LLC 42,277 9.48 18,534 22.89
2025-08-08 13F Citizens Financial Group Inc/ri 33,700 7.12 14,791 26.80
2025-08-06 13F Soltis Investment Advisors LLC 5,053 10.96 2,215 31.22
2025-08-11 13F Aptus Capital Advisors, LLC 1,000 -0.60 438 17.43
2025-07-16 13F Moneywise, Inc. 5,672 578.47 2,486 704.53
2025-08-07 13F Meridian Financial Partners LLC 878 19.78 0
2025-08-18 13F Wellington Capital Management, Inc. 484 0
2025-07-31 13F Lee Danner & Bass Inc 1,365 0.00 598 18.18
2025-07-18 13F Clarity Financial LLC 2,041 0.00 895 18.25
2025-08-11 13F Aviso Wealth Management 2,342 -7.80 1,027 8.92
2025-08-14 13F/A Barclays Plc 227 0.00 0
2025-05-14 13F Caisse De Depot Et Placement Du Quebec 0 -100.00 0
2025-08-14 13F MidWestOne Financial Group, Inc. 1,552 0.00 680 18.26
2025-07-29 13F Mb, Levis & Associates, Llc 3,009 0.00 1,319 18.30
2025-08-13 13F Gibbs Wealth Management 1,182 518
2025-07-25 13F Acorn Creek Capital Llc 52,899 -21.43 23,191 -7.11
2025-08-14 13F Fmr Llc 2,689,800 -4.25 1,179,209 13.20
2025-08-13 13F Flow Traders U.s. Llc 18,849 8
2025-07-17 13F Sonora Investment Management Group, LLC 2,792 -3.19 1,224 14.50
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 58 45.00 25 78.57
2025-08-04 13F Syverson Strege & Co 1,778 0.17 780 18.39
2025-07-01 13F Rowland & Co Investment Counsel/adv 1,459 0.00 640 18.11
2025-08-12 13F Wealth Advisors of Iowa, LLC 2,419 0.00 1,061 18.17
2025-07-30 13F Gables Capital Management Inc. 1,872 6.85 821 26.35
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 251,650 0.00 110,323 18.23
2025-07-15 13F Ridgecrest Wealth Partners, Llc 639 5.10 280 24.44
2025-07-31 13F Money Design Co.,Ltd. 554,153 2.10 243 20.40
2025-08-14 13F Boston Private Wealth Llc 2,216 971
2025-08-26 13F Claris Financial LLC 14,103 -35.97 6,183 -31.62
2025-08-04 13F Spire Wealth Management 18,857 1.27 8,267 19.73
2025-08-11 13F NewEdge Wealth, LLC 38,262 31.13 17,436 61.16
2025-07-17 13F Greenhouse Wealth Management, LLC 5,171 1.27 2,267 19.76
2025-08-06 13F Convergence Financial, LLC 2,787 1.75 1,222 20.30
2025-07-14 13F Chris Bulman Inc 13,637 -6.04 5,978 11.09
2025-07-09 13F Defined Wealth Management, Llc 16,360 -5.14 7,172 12.15
2025-07-28 13F Delap Wealth Advisory, Llc 516 226
2025-08-07 13F Rollins Financial Advisors, LLC 4,426 -0.74 1,940 17.36
2025-07-21 13F New Century Financial Group, LLC 0 -100.00 0
2025-08-08 13F Investment Partners, Ltd. 751 0.00 329 18.35
2025-07-11 13F SILVER OAK SECURITIES, Inc 5,996 17.71 2,629 39.34
2025-08-12 13F Country Trust Bank 1,594 -8.55 699 8.05
2025-08-13 13F Lido Advisors, LLC 142,584 109.73 62,519 148.00
2025-07-29 13F Carmel Capital Partners, LLC 489 214
2025-08-11 13F Cladis Investment Advisory, LLC 1,310 0.00 574 18.35
2025-08-12 13F Garrett Wealth Advisory Group, LLC 1,063 6.30 466 25.95
2025-07-10 13F NorthCrest Asset Manangement, LLC 2,380 -14.66 1,052 1.64
2025-08-11 13F Morling Financial Advisors, LLC 0 -100.00 0
2025-08-12 13F Insigneo Advisory Services, Llc 4,685 -2.80 2,054 14.89
2025-08-14 13F Vivaldi Capital Management, LLC 946 0.00 415 18.29
2025-07-24 13F Robertson Stephens Wealth Management, LLC 51,892 28.45 22,758 51.92
2025-08-14 13F Matrix Private Capital Group Llc 37,772 -2.37 16,578 15.56
2025-07-23 13F Steel Peak Wealth Management LLC 3,446 -31.88 1,512 -19.40
2025-08-07 13F Topel & Distasi Wealth Management, LLC 40,708 -0.17 17,846 18.02
2025-07-10 13F Pachira Investments Inc. 1,069 -6.47 469 10.64
2025-07-29 13F First Bancorp, Inc /ME/ 2,190 12.37 960 32.96
2025-07-07 13F Avenue 1 Advisors, LLC 54,852 2.98 24,047 21.74
2025-07-17 13F ERn Financial, LLC 22,438 -0.33 9,837 17.82
2025-08-11 13F Birnam Oak Advisors, LP 27,100 0.00 11,881 18.22
2025-07-11 13F BTC Capital Management, Inc. 60,318 -1.39 26,443 16.58
2025-08-07 13F Fonville Wealth Management LLC 20,879 1.15 9,156 19.13
2025-08-01 13F Vision Financial Markets Llc 13 8.33 5 25.00
2025-08-05 13F Next Capital Management LLC 4,942 0.98 2,167 19.40
2025-04-21 13F Catalina Capital Group, LLC 0 -100.00 0
2025-07-17 13F Global Trust Asset Management, LLC 7 0.00 3 50.00
2025-08-14 13F Marshall Investment Management, Llc 0 -100.00 0
2025-08-11 13F Regal Investment Advisors LLC 47,459 2.10 20,806 20.71
2025-07-24 13F Agate Pass Investment Management, LLC 13,134 -36.02 5,758 -24.36
2025-05-15 13F Cambria Investment Management, L.P. 0 -100.00 0
2025-08-06 13F Nvwm, Llc 185 81
2025-08-12 13F Tocqueville Asset Management L.p. 2,274 0.00 997 18.15
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 34,921 -2.59 15,309 15.28
2025-08-14 13F Harmony Asset Management Llc 2,195 1.15 962 19.65
2025-07-15 13F RVW Wealth, LLC 8,019 -2.02 3,516 15.85
2025-08-11 13F Principal Securities, Inc. 7,263 -15.12 3,184 -9.34
2025-07-15 13F/A Kure Advisory, LLC 18,676 8.87 8,188 28.71
2025-07-23 13F Intergy Private Wealth, LLC 21,983 1.26 9,637 19.71
2025-08-14 13F First Manhattan Co 3,905 -3.15 1,714 14.58
2025-08-11 13F Rockbridge Investment Management, LCC 3,023 -13.87 1,325 1.84
2025-08-14 13F Eaton-Cambridge Inc. 461 202
2025-07-15 13F Mather Group, Llc. 548,423 3.31 240,429 22.14
2025-07-23 13F Wealth Management Nebraska 0 -100.00 0
2025-07-29 13F Koshinski Asset Management, Inc. 34,906 3.20 15,303 22.01
2025-08-05 13F Plante Moran Financial Advisors, LLC 10,253 4.83 4,495 23.97
2025-07-22 13F Silver Lake Advisory, LLC 6,002 -1.99 2,631 15.85
2025-07-31 13F Wealthfront Advisers Llc 97,415 6.94 42,707 26.43
2025-08-12 13F EFG Asset Management (Americas) Corp. 989 -30.89 434 -18.30
2025-04-17 13F Rs Crum Inc. 5,855 -1.35 2,171 -10.84
2025-07-09 13F Dynamic Advisor Solutions LLC 13,848 4.54 6,071 23.57
2025-07-18 13F Martel Wealth Advisors Inc 232,840 1.59 102,077 20.11
2025-08-05 13F Everest Management Corp. 1,628 0.00 714 18.24
2025-07-17 13F Flywheel Private Wealth LLC 942 0.00 413 18.05
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 486 -14.44 225 9.76
2025-08-11 13F Pineridge Advisors LLC 36 44.00 16 66.67
2025-07-10 13F SK Wealth Management, LLC 3,979 -1.70 1,761 26.98
2025-08-05 13F Carson Advisory Inc. 531 233
2025-08-07 13F W Advisors, Llc 2,044 -3.36 896 14.29
2025-07-24 13F rebel Financial LLC 27,652 12,136
2025-07-31 13F DDD Partners, LLC 1,039 0.00 456 18.18
2025-08-01 13F Transcend Wealth Collective, Llc 9,810 -3.43 4,301 14.18
2025-07-30 13F Towneley Capital Management, Inc / DE 1,589 -23.13 697 -9.14
2025-08-13 13F Shepherd Financial Partners LLC 2,937 0.00 1,288 18.18
2025-08-13 13F Nicolet Advisory Services, Llc 18,320 -0.10 8,153 25.86
2025-07-10 13F Stonekeep Investments, LLC 840 368
2025-08-04 13F Whalen Wealth Management Inc. 484 212
2025-07-24 13F Financial Connections Group, Inc. 34,409 -1.04 15 25.00
2025-07-31 13F Jordan Park Group LLC 6,000 0.00 2,630 18.26
2025-08-06 13F Ethos Financial Group, LLC 4,437 -81.17 1,945 -79.60
2025-08-07 13F King Luther Capital Management Corp 282 -37.83
2025-08-04 13F Beirne Wealth Consulting Services, LLC 32,028 195.79 14,058 250.11
2025-07-01 13F BancFirst Trust & Investment Management 1,059 -8.63 462 7.69
2025-07-29 13F Creekside Partners 993 11.32 435 31.82
2025-08-07 13F Evoke Wealth, Llc 10,867 0.00 4,770 18.37
2025-07-31 13F Gill Capital Partners, Llc 43,276 2.42 18,972 21.09
2025-07-14 13F Southland Equity Partners LLC 6,884 -14.31 3,018 1.28
2025-04-29 13F Hm Payson & Co 934 -66.17 346 -69.46
2025-08-05 13F Clarity Wealth Development LLC 574 0.00 252 15.67
2025-08-07 13F Traynor Capital Management, Inc. 2,427 26.54 1,053 48.10
2025-07-28 13F Sterling Financial Planning, Inc. 1,793 -6.95 786 10.08
2025-07-15 13F Financial Management Professionals, Inc. 220 0.00 97 18.52
2025-07-17 13F Smith, Salley & Associates 6,686 17.59 2,931 39.04
2025-07-21 13F Synergy Financial Management, LLC 4,667 2.93 2,046 21.71
2025-08-08 13F Truepoint, Inc. 425,519 1.83 186,547 20.39
2025-08-07 13F Cahill Financial Advisors Inc 154,319 1.15 67,653 19.58
2025-04-28 13F Great Point Wealth Advisors, LLC 564 0.00 209 -9.52
2025-08-11 13F Wealthgarden F.s. Llc 681 1.64 310 24.60
2025-07-25 13F Northwest Capital Management Inc 1,108 -46.68 486 -37.01
2025-08-13 13F Edgestream Partners, L.P. 1,787 -13.96 783 1.69
2025-07-28 13F Innova Wealth Partners 806 0.00 353 18.46
2025-08-12 13F Putnam Fl Investment Management Co 6,363 -9.19 2,790 7.35
2025-08-14 13F Hilltop Holdings Inc. 17,882 -45.28 7,840 -35.31
2025-07-17 13F KG&L Capital Management,LLC 9,575 6.94 4,198 26.42
2025-07-15 13F Signet Financial Management, Llc 44,093 -4.57 19,330 12.83
2025-07-18 13F TruNorth Capital Management, LLC 104 0.00 46 18.42
2025-08-14 13F Investmark Advisory Group LLC 2,456 2.76 1,077 21.44
2025-07-31 13F Moment Partners, LLC 1,101 0.00 483 18.14
2025-08-15 13F Strategic Investment Advisors / MI 124,270 0.72 54,482 19.08
2025-07-17 13F Sterling Investment Advisors, Ltd. 1,277 -13.48 560 2.19
2025-08-11 13F TRUE Private Wealth Advisors 1,723 -0.06 755 18.15
2025-08-06 13F Savant Capital, LLC 238,570 545.48 104,589 663.14
2025-07-08 13F Arlington Trust Co LLC 528 37.86 231 62.68
2025-07-23 13F Cannon Wealth Management Services, LLC 722 0.00 316 14.08
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 2,246 0.00 985 18.27
2025-08-12 13F Pettyjohn, Wood & White, Inc 1,400 0.00 614 18.11
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 225,385 8.79 98,852 28.83
2025-07-23 13F 1 North Wealth Services Llc 5 2
2025-07-22 13F Capital Advisors Inc/ok 1,564 0.13 686 18.31
2025-07-30 13F Fairway Wealth LLC 11 -96.89 5 -96.95
2025-08-13 13F Winslow Capital Management, LLC 2,386 -22.23 1,046 -8.00
2025-08-12 13F Indie Asset Partners, LLC 777 341
2025-07-18 13F Rogco, Lp 0 -100.00 0
2025-07-09 13F Aaron Wealth Advisors LLC 8,888 0.00 3,896 18.24
2025-07-30 13F Roman Butler Fullerton & Co 11,900 1.71 5,405 27.54
2025-08-07 13F Alliance Wealth Management Group 1,891 0.00 829 18.26
2025-07-25 13F Advocate Group Llc 3,649 0.00 1,600 18.18
2025-08-13 13F Great Diamond Partners, LLC 33,834 0.07 14,833 18.31
2025-07-07 13F Nova Wealth Management, Inc. 32 0.00 14 27.27
2025-08-06 13F Modera Wealth Management, LLC 1,195,224 1.39 523,987 19.87
2025-08-11 13F Mill Creek Capital Advisors, LLC 2,559,774 -2.29 1,122,205 15.52
2025-07-24 13F Copperwynd Financial, LLC 73,454 9,476.79 32,202 11,238.73
2025-08-14 13F Glenmede Investment Management, LP 231,372 101,433
2025-08-05 13F Mason Investment Advisory Services, Inc. 1,590 -0.44 697 17.57
2025-08-13 13F Rockport Wealth LLC 769 337
2025-07-29 13F Riverbend Wealth Management, LLC 1,010 2.12 443 20.77
2025-08-14 13F Wallace Hart LLC 13 6
2025-07-28 13F Boston Trust Walden Corp 3,334 0.00 1,462 18.20
2025-08-01 13F Rossby Financial, LCC 607 42.49 266 66.25
2025-08-01 13F Envestnet Asset Management Inc 8,127,139 0.98 3,562,911 19.39
2025-07-29 13F BKM Wealth Management, LLC 5,836 3.26 2,559 22.04
2025-07-25 13F Total Clarity Wealth Management, Inc. 524 -20.73 230 -15.50
2025-07-25 13F R. W. Roge & Company, Inc. 66,773 -8.41 29 7.41
2025-08-04 13F Keybank National Association/oh 11,204 -11.80 4,912 4.27
2025-07-17 13F Melfa Wealth Management, Llc 725 -12.12 318 3.93
2025-07-24 13F Etesian Wealth Advisors, Inc. 678 0.00 297 18.33
2025-08-12 13F American Century Companies Inc 0 -100.00 0
2025-07-17 13F Covenant Asset Management, LLC 7,055 5.68 3,093 24.93
2025-07-17 13F Mustard Seed Financial, LLC 20,893 13.08 9,159 33.69
2025-07-23 13F Absher Wealth Management, Llc 3 1
2025-08-06 13F Commonwealth Equity Services, Llc 1,792,600 -3.44 786 14.10
2025-07-24 13F MA Private Wealth 15,776 -0.27 6,916 17.92
2025-08-06 13F SNS Financial Group, LLC 17,817 -0.11 7,820 18.22
2025-08-07 13F Accent Capital Management, LLC 42,444 6,282
2025-08-11 13F Root Financial Partners, LLC 46,037 73.02 20,183 104.54
2025-05-01 13F Quest 10 Wealth Builders, Inc. 10,395 -5.97 3,916 -13.71
2025-07-31 13F United Community Bank 2,428 11.07 1,064 31.36
2025-08-13 13F Legacy Capital Wealth Partners, LLC 0 -100.00 0
2025-07-18 13F Consolidated Portfolio Review Corp 37,253 0.77 16,332 19.13
2025-07-15 13F Bay Capital Advisors, LLC 1,860 0.00 815 18.29
2025-07-24 13F Galvin, Gaustad & Stein, LLC 1,921 -6.48 842 10.64
2025-08-14 13F CIBC World Markets Inc. 5,018 6.25 2,200 25.59
2025-08-06 13F 360 Financial, Inc. 3,401 -3.76 1,491 13.82
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 3,567 1,471.37 1,564 1,760.71
2025-08-13 13F Sonoma Private Wealth LLC 2,526 0.00 1,107 18.27
2025-08-01 13F Biltmore Family Office, LLC 71 31
2025-07-29 13F Kraft, Davis & Associates, LLC 30,846 6.55 14,064 38.53
2025-04-11 13F Davis Capital Management 88 6.02 33 -5.88
2025-07-25 13F SPC Financial, Inc. 39,288 1,047.09 17,224 1,256.14
2025-07-15 13F Oak Root LLC 50,306 26.96 22,054 50.11
2025-06-26 NP DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES 2,812 -5.51 1,064 -14.62
2025-05-16 13F Empowered Funds, LLC 0 -100.00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class 698,089 0.17 306,042 18.42
2025-08-07 13F Brio Consultants, LLC 21,549 0.97 9,447 19.37
2025-07-24 13F MSH Capital Advisors LLC 12,053 -3.35 5,284 14.25
2025-08-08 13F Empower Advisory Group, LLC 14,095 -8.26 6,179 8.46
2025-03-18 13F/A Bank Of America Corp /de/ Put 0 -100.00 0 -100.00
2025-07-24 13F Invictus Private Wealth, Llc 408,774 2.21 179,207 20.84
2025-07-09 13F Sapient Capital Llc 43,122 18.77 18,926 40.58
2025-07-31 13F Jackson Hole Capital Partners, LLC 5,865 0.00 2,571 18.26
2025-08-12 13F North Star Asset Management Inc 6,256 -0.62 2,743 17.48
2025-08-25 13F Silverlake Wealth Management Llc 1,655 726
2025-07-09 13F Riversedge Advisors, Llc 28,248 18.37 12,384 39.94
2025-07-09 13F Post Resch Tallon Group Inc. 594 0.00 260 18.18
2025-07-21 13F Warner Financial, Inc 62,951 0.56 28 17.39
2025-07-10 13F Anderson Hoagland & Co 74,756 -0.56 32,773 32.30
2025-08-11 13F PAX Financial Group, LLC 4,059 -43.14 1,779 -32.79
2025-08-13 13F Virtue Capital Management, LLC 0 -100.00 0
2025-08-14 13F Mairs & Power Inc 1,178 -5.61 516 11.69
2025-07-25 13F Atria Wealth Solutions, Inc. 63,486 -74.19 27,886 -69.42
2025-07-25 13F Hazlett, Burt & Watson, Inc. 916 12.12 0
2025-07-17 13F LexAurum Advisors, LLC 1,053 -3.31 462 14.39
2025-08-07 13F Alpha Financial Advisors, LLC 680 298
2025-07-15 13F Traction Financial Partners, LLC 2,490 0.00 1,092 18.20
2025-08-18 13F Second Line Capital, LLC 1,095 -0.54 480 17.65
2025-07-22 13F Global Strategic Investment Solutions, LLC 97,426 -0.39 42,711 17.76
2025-04-25 13F Almanack Investment Partners, LLC. 0 -100.00 0 -100.00
2025-08-14 13F ICONIQ Capital, LLC 5,336 -0.24 2,339 17.95
2025-08-14 13F Staley Capital Advisers Inc 4,279 -4.04 1,876 13.43
2025-07-24 13F Stonebridge Financial Group, LLC 519 -0.95 227 17.01
2025-07-21 13F J. Safra Sarasin Holding AG 1,066 95.96 467 132.34
2025-08-07 13F Curtis Advisory Group, LLC 3,536 12.72 1,550 33.28
2025-08-06 13F Princeton Capital Management Llc 823 43.88 361 69.81
2025-08-15 13F Captrust Financial Advisors 1,486,447 3.56 651,658 24.89
2025-07-15 13F LVZ Advisors, Inc. 708 31.11 310 55.00
2025-07-16 13F Maridea Wealth Management LLC 14,696 17.55 6,443 38.99
2025-07-29 13F Liberty Square Wealth Partners Llc 1,036 -5.04 454 12.38
2025-08-13 13F Financial Freedom, LLC 824 0.00 361 18.36
2025-08-08 13F TD Capital Management LLC 77,566 -0.60 34,005 17.51
2025-08-14 13F Private Capital Management, LLC 1,352 2.11 593 20.82
2025-07-17 13F LifeGoal Wealth Advisors 18,167 5.52 7,964 24.75
2025-07-30 13F Berkeley Capital Partners, LLC 1,361 -0.37 597 17.79
2025-08-14 13F RMB Capital Management, LLC 18,061 99.66 7,927 136.34
2025-07-11 13F Caldwell Securities, Inc 2,782 -0.25 1,220 17.89
2025-08-14 13F Integrated Investment Consultants, LLC 11,145 13.48 4,886 34.17
2025-08-08 13F Sittner & Nelson, Llc 331 0.00 145 18.85
2025-07-16 13F Essex Financial Services, Inc. 20,378 6.60 8,934 26.03
2025-05-12 13F Sandy Spring Bank 35,338 7.60 13,104 -2.78
2025-08-07 13F Mayport, Llc 5,128 2,248
2025-08-12 13F Wealthbridge Capital Management, Llc 1,295 10.31 568 30.34
2025-08-05 13F American Institute for Advanced Investment Management, LLP 6,386 0.79 2,800 19.16
2025-07-14 13F Painted Porch Advisors LLC 223 443.90 98 546.67
2025-08-11 13F Theory Financial Llc 934 0.00 425 22.83
2025-05-08 13F Elios Financial Group Inc. 0 -100.00 0
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100.00 0 -100.00
2025-08-14 13F FC Advisory LLC 39,047 -0.60 17,118 17.52
2025-07-10 13F Fulton Bank, N.a. 5,162 3.80 2,263 22.72
2025-08-13 13F Lumbard & Kellner, LLC 600 -38.27 263 -26.94
2025-07-31 13F Whipplewood Advisors, LLC 3,261 -48.38 1,430 20.49
2025-07-09 13F First Bank & Trust 490 215
2025-05-21 13F CBM Financial, LLC 5,549 2,292
2025-04-28 13F Pinnacle Financial Partners Inc 168,596 2.85 62,519 -7.08
2025-07-22 13F Fenimore Asset Management Inc 6,581 0.00 2,885 18.24
2025-08-08 13F D'Orazio & Associates, Inc. 1,011 -5.07 443 12.15
2025-07-21 13F DMKC Advisory Services, LLC 2,219 994
2025-07-24 13F West Bancorporation Inc 10,164 -2.17 4,456 15.65
2025-08-14 13F Main Street Financial Solutions, LLC 10,029 69.95 4,397 100.91
2025-08-14 13F East Coast Asset Management, LLC. 593 0.00 260 18.26
2025-08-14 13F Gotham Asset Management, LLC 70,789 23.02 31,034 45.44
2025-05-08 13F Lee-Kelleher Wealth Management 0 -100.00 0
2025-08-14 13F Royal Bank Of Canada 2,043,290 1.77 895,777 20.32
2025-05-15 13F Glenmede Trust Co Na 226,422 2.12 83,962 -7.74
2025-08-19 13F Advisory Services Network, LLC 66,879 -3.37 30,442 18.62
2025-07-23 13F TPG Financial Advisors, LLC 18,444 -13.95 8,086 1.72
2025-08-08 13F/A Sterling Capital Management LLC 25 0.00 11 11.11
2025-08-11 13F Platform Technology Partners 9,503 5.73 4,166 25.03
2025-08-08 13F Security Financial Services, INC. 15,875 3.61 6,960 22.50
2025-07-24 13F Von Berge Wealth Management Group, LLC 23,129 -0.31 10,345 20.22
2025-07-25 13F Concurrent Investment Advisors, LLC 99,487 15.37 43,615 36.40
2025-08-08 13F Maple Capital Management, Inc. 706 310
2025-07-08 13F Dover Advisors, Llc 1,357 -1.17 595 16.70
2025-04-23 13F Baugh & Associates, LLC 0 -100.00 0
2025-07-01 13F Private Client Services, Llc 1,325 -18.26 581 -3.49
2025-08-04 13F Evergreen Wealth Management, LLC 5,444 -2.37 2,387 15.43
2025-07-17 13F XY Planning Network, Inc. 12,078 19.21 5,295 40.91
2025-07-23 13F West Paces Advisors Inc. 523 3.36 229 22.46
2025-07-24 13F Wealthstar Advisors, Llc 1,400 0.00 614 18.11
2025-08-05 13F Bank of New York Mellon Corp 1,956,214 -1.98 857,604 15.89
2025-08-06 13F Wedbush Securities Inc 25,510 0.04 11 22.22
2025-07-25 13F Meritage Portfolio Management 3,528 -0.11 1,547 18.11
2025-07-29 13F International Assets Investment Management, Llc 3,571 8.34 1,566 28.07
2025-08-11 13F WPG Advisers, LLC 1,656 2.67 726 21.24
2025-05-13 13F Granite Investment Partners, LLC 0 -100.00 0 -100.00
2025-08-12 13F Kimelman & Baird, LLC 261 0.00 114 18.75
2025-07-22 13F Wynn Capital, LLC 1,197 0.00 525 18.28
2025-07-28 13F Fairman Group, LLC 548 0.00 240 7.14
2025-08-13 13F Safe Harbor Fiduciary, LLC 240 0.00 105 19.32
2025-08-12 13F Founders Financial Alliance, LLC 4,697 3.76 2,059 22.71
2025-08-14 13F Win Advisors, Inc 34,286 15,031
2025-07-14 13F Signature Securities Group Corporation 1,387 -4.48 609 13.01
2025-07-31 13F Hoge Financial Services, Llc 6,952 -0.63 3,048 17.46
2025-08-08 13F Condor Capital Management 141,644 -0.50 62,097 17.63
2025-08-13 13F Victory Financial Group, Llc 503 -46.55 221 -36.96
2025-07-16 13F Signature Resources Capital Management, LLC 1,020 -6.76 447 10.37
2025-08-18 13F Arq Wealth Advisors, Llc 3,270 0.00 1,213 0.00
2025-07-09 13F Inspirion Wealth Advisors, Llc 130,095 -1.09 57,034 16.94
2025-07-17 13F SC&H Financial Advisors, Inc. 657 10.23 288 30.32
2025-08-12 13F NWF Advisory Services Inc. 32,292 -1.29 11,975 -10.82
2025-07-21 13F Family CFO Inc 11,825 2.04 5,184 20.64
2025-07-24 13F Bey-Douglas LLC 1,425 19.65 624 41.50
2025-08-14 13F Kitching Partners, Llc 2,917 -3.70 1,279 13.80
2025-07-29 13F Planned Solutions, Inc. 1,625 712
2025-07-31 13F CVA Family Office, LLC 3,067 0.00 1,344 18.21
2025-09-03 13F American Trust 2,784 1,221
2025-08-14 13F Operose Advisors LLC 3,429 7.90 1,503 27.59
2025-07-11 13F Busey Wealth Management 4,963 4.00 2,176 22.95
2025-07-24 13F Advanced Asset Management Advisors Inc 1,117 0.90 490 19.27
2025-07-29 13F Sage Private Wealth Group, Llc 0 -100.00 0
2025-08-01 13F Solstein Capital, LLC 849 -71.78 372 -66.64
2025-05-15 13F Paloma Partners Management Co 0 -100.00 0 -100.00
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 6,895 -4.95 3,023 12.38
2025-07-15 13F RTD Financial Advisors, Inc. 4,537 64.15 1,989 94.24
2025-08-01 13F Redwood Park Advisors LLC 124 0.00 54 20.00
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 251 110
2025-08-01 13F Koss-Olinger Consulting, LLC 620 0.00 272 17.83
2025-08-04 13F AlphaStar Capital Management, LLC 22,139 9,706
2025-08-11 13F Wescott Financial Advisory Group, LLC 14,264 -13.15 6,253 2.68
2025-08-12 13F Jefferies Financial Group Inc. 1,492 -50.27 654 -41.19
2025-07-16 13F Legend Financial Advisors, Inc. 71 31
2025-08-05 13F Towercrest Capital Management 2,191 0.00 961 18.23
2025-08-14 13F Manufacturers Life Insurance Company, The 2,692 -98.74 1,180 -98.52
2025-07-30 13F Prosperity Financial Group, Inc. 1,605 -10.03 704 6.35
2025-08-12 13F Waterloo Capital, L.P. 800 -68.69 351 -63.04
2025-07-22 13F Brown Miller Wealth Management, LLC 2,319 0.00 1,017 18.28
2025-07-29 13F BXM Wealth LLC 4,794 0.00 2,102 18.23
2025-07-30 13F Brookstone Capital Management 386,221 -1.73 169,319 16.17
2025-07-29 13F RWQ Financial Management Services, Inc. 0 -100.00 0
2025-08-08 13F SBI Securities Co., Ltd. 15,445 -3.03 6,771 14.65
2025-09-04 13F Reynders McVeigh Capital Management, LLC 6,198 -22.21 3 0.00
2025-07-17 13F Peoples Financial Services Corp. 1,391 0.00 610 18.25
2025-08-08 13F Wall Street Access Asset Management, LLC 11,937 1.51 5,233 20.02
2025-08-14 13F Amussen Hunsaker Associates Llc 4,762 -3.37 2,090 14.40
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 2,730 -0.58 1,197 17.49
2025-08-14 13F Toronto Dominion Bank 84 37
2025-07-22 13F D.B. Root & Company, LLC 848 0.00 372 18.15
2025-07-15 13F James J. Burns & Company, LLC 764 -4.74 335 12.79
2025-07-24 13F Wealth Advisors Northwest LLC 653 1.08 286 19.67
2025-07-30 13F Journey Advisory Group, LLC 3,149 -4.49 1,381 12.93
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Growth ETF 3,141 10.25 1,188 -0.25
2025-07-25 13F Apollon Financial, LLC 1,961 -7.85 860 9.01
2025-07-31 13F Northstar Asset Management Llc 42,581 3.63 18,667 22.51
2025-08-07 13F Fountainhead AM, LLC 36,222 -9.31 15,880 7.22
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 284 0.00 125 18.10
2025-08-04 13F Pinnacle Associates Ltd 7,343 16.13 3,219 37.33
2025-08-14 13F Fortress Financial Group, Llc 876 0.00 384 18.52
2025-07-10 13F Andrew Hill Investment Advisors, Inc. 616 270
2025-07-29 13F Crux Wealth Advisors 3,932 -1.21 1,724 16.81
2025-07-17 13F Kelly Financial Services LLC 1,362 0.15 597 18.45
2025-07-24 13F Leo Wealth, LLC 24,130 117.82 10,574 157.44
2025-08-08 13F Intrua Financial, LLC 3,535 1.79 1,550 20.36
2025-07-18 13F Precision Wealth Strategies, LLC 5,167 2,265
2025-07-29 13F SilverOak Wealth Management LLC 737 0.00 323 18.32
2025-07-29 13F Aire Advisors, Llc 74,590 -1.30 32,700 16.69
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 37,390 -0.26 16,392 18.05
2025-08-07 13F Tilson Financial Group, Inc. 72,932 3.25 32 19.23
2025-08-04 13F Daymark Wealth Partners, Llc 7,570 0.61 3,319 18.97
2025-08-14 13F Redwood Financial Network Corp 2,461 -1.99 1,079 15.79
2025-08-14 13F Headinvest, Llc 2,978 1.95 1,306 20.50
2025-07-09 13F Bay Rivers Group 12,156 1.71 5,329 20.24
2025-07-24 13F Shayne & Co., Llc 2,100 0.00 921 18.25
2025-07-29 13F Mountain Capital Investment Advisors, Inc 285,908 8.09 124,075 26.47
2025-07-30 13F Silver Oak Wealth Advisors Services, Llc 726 0.00 318 18.22
2025-08-05 13F Kesler, Norman & Wride, LLC 542 238
2025-08-07 13F Prudent Man Investment Management, Inc. 72 0.00 30 0.00
2025-07-09 13F Fiduciary Alliance LLC 9,438 613.92 4,138 744.29
2025-08-14 13F AllSquare Wealth Management LLC 56 0.00 25 20.00
2025-07-28 13F Mutual Advisors, LLC 32,618 -1.46 14,816 18.89
2025-07-31 13F Orion Capital Management LLC 127 0.00 56 17.02
2025-07-18 13F O'ROURKE & COMPANY, Inc 592 0.00 260 18.26
2025-07-30 13F Cambridge Capital Management, Llc 69,503 1.59 30,470 20.11
2025-08-12 13F Sky-mountain Capital Management, Inc. 5,760 -30.62 2,625 -14.75
2025-08-04 13F WNY Asset Management, LLC 2,278 21.04 999 43.19
2025-07-24 13F Blair William & Co/il 189,300 -1.17 82,989 16.84
2025-07-15 13F West Oak Capital, LLC 1,048 0.00 5 33.33
2025-07-17 13F Tritonpoint Wealth, Llc 90,188 -2.02 39,584 15.97
2025-08-06 13F True Wealth Design, LLC 0 -100.00 0
2025-07-22 13F My Personal CFO, LLC 675 0.00 296 18.00
2025-08-11 13F Pinnacle Financial Group, LLC / IL 583 0.00 255 18.06
2025-08-15 13F Nikulski Financial, Inc. 745 -0.13 327 18.12
2025-07-23 13F Columbus Macro, LLC 598 0.00 262 18.55
2025-08-14 13F UBS Group AG 5,916,441 0.69 2,593,768 19.04
2025-08-07 13F Commerce Bank 57,017 0.48 24,996 18.79
2025-08-06 13F Texas Yale Capital Corp. 27,109 2.15 11,885 20.76
2025-07-29 13F Primoris Wealth Advisors, Llc 7,433 91.08 3,259 125.00
2025-07-08 13F Gradient Investments LLC 1,342 43.38 588 69.45
2025-08-07 13F Latko Wealth Management, Ltd. 11,279 1.53 5 0.00
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 -100.00 0
2025-08-14 13F Strive Asset Management, LLC 2,180 0.00 956 18.19
2025-08-19 13F Cape Investment Advisory, Inc. 1,078 -6.91 473 10.02
2025-07-31 13F Cosner Financial Group, LLC 3,334 -0.60 1,463 17.62
2025-08-08 13F Croban 743 0.00 326 18.18
2025-07-21 13F Tower View Investment Management & Research LLC 15,750 -12.05 6,905 3.98
2025-07-09 13F Fjell Capital, LLC 7,194 2.68 3,154 21.41
2025-07-22 13F Merit Financial Group, LLC 817,453 73.91 358,372 105.61
2025-07-22 13F Financial Insights, Inc. 33,005 -9.18 14,469 7.37
2025-07-22 13F Rochester Wealth Strategies, LLC 51,389 10.94 22,529 31.17
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 5,835 0.00 2,558 18.26
2025-08-14 13F Circle Wealth Management, LLC 2,758 0.00 1,209 18.30
2025-05-13 13F Watts Gwilliam & Co., LLC 18,567 1.40 6,885 -8.96
2025-08-07 13F Alpha Cubed Investments, LLC 3,306 -2.16 1,449 15.73
2025-07-14 13F Sterling Group Wealth Management, LLC 643 -17.77 282 -2.77
2025-07-25 13F Evolution Advisers, Inc. 67,454 -8.97 30 16.00
2025-07-17 13F K2 Financial Inc. 5,541 0.45 2,461 30.35
2025-07-22 13F DAVENPORT & Co LLC 128,005 2.08 56,117 20.68
2025-08-12 13F Richmond Investment Services, LLC 34,048 84.88 14,930 118.63
2025-08-14 13F Graham Capital Management, L.P. 0 -100.00 0
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 -100.00 0
2025-08-08 13F Horizon Family Wealth, Inc. 33,708 1.64 14,778 20.17
2025-07-24 13F Ronald Blue Trust, Inc. 10,670 5.99 4,678 25.32
2025-08-14 13F Ausdal Financial Partners, Inc. 36,041 2.92 15,772 21.46
2025-07-22 13F Hill Island Financial Llc 17,432 -75.04 7,642 -70.49
2025-08-12 13F One Charles Private Wealth Services, LLC 30,205 4.59 13,242 23.66
2025-08-14 13F Williams Jones Wealth Management, LLC. 2,151 18.77 943 40.39
2025-07-22 13F Keudell/Morrison Wealth Management 1,498 0.27 657 18.41
2025-08-27 13F Tribridge Partners Financial LLC 498 0
2025-07-17 13F Emerald Advisors, LLC 18,354 2.09 8,046 20.70
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