VYM - Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
US ˙ ARCA ˙ US9219464065

Mga Batayang Estadistika
Pemilik Institusional 1827 total, 1821 long only, 0 short only, 6 long/short - change of 0.05% MRQ
Alokasi Portofolio Rata-rata 0.7610 % - change of -5.77% MRQ
Saham Institusional (Jangka Panjang) 180,253,276 (ex 13D/G) - change of 6.81MM shares 3.93% MRQ
Nilai Institusional (Jangka Panjang) $ 20,873,961 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (US:VYM) memiliki 1827 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 180,253,276 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Gallagher Fiduciary Advisors, LLC, Raymond James Financial Inc, LPL Financial LLC, Jpmorgan Chase & Co, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Ameriprise Financial Inc, and Creative Planning .

Struktur kepemilikan institusional Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (ARCA:VYM) 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 139.55 / share. Previously, on September 9, 2024, the share price was 124.45 / share. This represents an increase of 12.13% over that period.

VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield 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.

VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield 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
(%)
2025-07-31 13F Richards, Merrill & Peterson, Inc. 6,552 8.87 873 12.50
2025-08-14 13F Vista Investment Management 7,076 3.98 943 7.53
2025-07-22 13F Red Tortoise LLC 13,176 0.16 1,756 3.54
2025-08-14 13F Gordian Capital Singapore Pte Ltd 0 -100.00 0
2025-08-05 13F Marshall Financial Group Inc /adv 4,269 0.66 569 4.21
2025-08-14 13F Frisch Financial Group, Inc. 4,387 -3.98 1
2025-08-06 13F Round Rock Advisors, LLC 296,785 1.47 39,564 4.89
2025-04-21 13F ERn Financial, LLC 0 -100.00 0
2025-05-08 13F Towercrest Capital Management 0 -100.00 0
2025-08-12 13F Atlas Capital Advisors Llc 1,971 -14.16 263 -11.49
2025-08-13 13F Congress Wealth Management LLC / DE / 441,958 4.11 58,918 7.60
2025-08-14 13F German American Bancorp, Inc. 23,821 0.00 3,176 3.39
2025-04-23 13F Sabal Trust CO 288,320 -2.50 37,182 -1.45
2025-08-14 13F CoreCap Advisors, LLC 69,805 -6.30 9,306 -3.14
2025-07-17 13F Fifth Third Securities, Inc. 3,712 -27.73 495 -25.38
2025-08-05 13F Pointe Capital Management LLC 98,773 1.11 13,168 4.52
2025-07-25 13F NorthRock Partners, LLC 6,599 -4.35 880 -1.12
2025-07-23 13F Kingswood Wealth Advisors, Llc 9,065 -1.93 1,208 1.51
2025-08-01 13F Clark Asset Management, LLC 2,310 -40.69 308 -38.84
2025-08-08 13F Wealth Alliance 4,397 3.34 586 6.93
2025-07-10 13F Triangle Securities Wealth Management 26,892 -6.22 3,585 -3.06
2025-08-04 13F Linscomb & Williams, Inc. 87,515 -2.01 11,667 1.29
2025-08-06 13F Walkner Condon Financial Advisors LLC 11,890 -2.40 1,585 0.83
2025-07-21 13F Montz Harcus Wealth Management LLC 63,105 3.42 8,413 6.90
2025-08-07 13F Davis R M Inc 2,270 2.71 303 5.96
2025-08-14 13F Wellington Management Group Llp 100,627 -34.35 13,415 -32.14
2025-08-01 13F Auto-Owners Insurance Co 724,200 125.23 96,543 137.95
2025-07-23 13F Clear Creek Financial Management, LLC 4,980 -6.55 664 -3.49
2025-08-12 13F Martin Worley Group 21,509 0.09 2,867 3.46
2025-07-22 13F Oak Hill Wealth Advisors, Llc 143,776 12.09 19,368 17.10
2025-07-25 13F Presilium Private Wealth, Llc 1,600 0.00 213 3.40
2025-07-30 13F Patten Group, Inc. 13,361 1.67 1,781 5.14
2025-07-30 13F Birch Hill Investment Advisors LLC 2,005 0.00 267 3.49
2025-04-21 13F Green Square Capital Advisors Llc 0 -100.00 0 -100.00
2025-07-25 13F Fifth Third Wealth Advisors LLC 7,262 -8.54 968 -5.38
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 750 0.00 100 3.13
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 4,973 -74.27 667 -73.81
2025-07-15 13F Patriot Investment Management Inc. 122,366 4.01 16,313 7.51
2025-07-30 13F Pittenger & Anderson Inc 4,864 -0.43 648 2.86
2025-07-31 13F Carnegie Capital Asset Management, LLC 21,023 3.93 2,803 19.23
2025-08-14 13F Ieq Capital, Llc 86,925 -2.10 11,588 1.21
2025-07-23 13F Detalus Advisors, LLC 5,264 -0.81 702 2.49
2025-08-05 13F GHP Investment Advisors, Inc. 3,166 33.76 422 38.36
2025-08-15 13F/A Florida Financial Advisors, Llc 4,044 -30.47 539 -28.13
2025-07-11 13F Westfuller Advisors, LLC 12,886 2.19 1,718 5.60
2025-07-29 13F Portland Financial Advisors Inc 10,920 0.00 1,456 3.34
2025-04-22 13F Veridan Wealth LLC 3,402 54.71 439 51.03
2025-07-28 13F Sagespring Wealth Partners, Llc 24,308 -2.10 3,241 1.22
2025-08-14 13F Evergreen Capital Management Llc 63,850 1.61 8,512 5.04
2025-07-23 13F Mraz, Amerine & Associates, Inc. 11,978 -5.76 1,597 -1.54
2025-08-13 13F Allie Family Office LLC 8,875 63.29 1,183 69.00
2025-05-02 13F Capital A Wealth Management, LLC 70 -9.09 9 0.00
2025-08-04 13F REDW Wealth LLC 1,866 0.00 249 3.33
2025-08-04 13F Integrity Alliance, Llc. 5,090 -59.85 679 -58.51
2025-08-12 13F Stelac Advisory Services LLC 979 0.00 131 3.17
2025-08-12 13F Bokf, Na 3,404 3.69 454 7.09
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 191,275 -14.39 25,770 -10.55
2025-08-05 13F Scarborough Advisors, LLC 0 -100.00 0
2025-07-31 13F Nilsine Partners, LLC 6,332 -10.22 844 -7.15
2025-07-21 13F Trellis Wealth Advisors LLC 3,159 0.67 421 4.21
2025-08-14 13F Paragon Private Wealth Management, LLC 2,452 0.00 327 3.16
2025-08-13 13F Summit Financial, LLC 103,247 40.78 13,764 45.53
2025-07-17 13F Montis Financial, LLC 167,476 -1.94 22,326 1.37
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 2,344 0.00 302 1.00
2025-07-15 13F Marquette Asset Management, LLC 600 0.00 80 2.60
2025-08-14 13F Mml Investors Services, Llc 576,010 6.60 77 10.14
2025-07-15 13F Td Private Client Wealth Llc 11 1
2025-08-05 13F Tme Financial, Inc. 12,608 -1.11 1,681 2.19
2025-07-01 13F Park National Corp /oh/ 7,827 -3.10 1,043 0.19
2025-08-13 13F Kilter Group LLC 3 0
2025-07-16 13F Twelve Points Wealth Management LLC 2,908 8.87 388 12.50
2025-07-10 13F Exchange Traded Concepts, Llc 438 58
2025-07-15 13F McAdam, LLC 3,621 -7.70 483 -4.55
2025-07-18 13F Institute for Wealth Management, LLC. 2,388 -34.45 318 -32.20
2025-07-23 13F Integris Wealth Management, LLC 3,763 0.00 502 3.30
2025-07-23 13F Fluent Financial, LLC 1,733 0.00 231 3.59
2025-08-14 13F Select Asset Management & Trust 135,731 -3.31 18 0.00
2025-08-07 13F BOK Financial Private Wealth, Inc. 16,238 -2.75 2,165 0.51
2025-07-23 13F Capstone Wealth Management Group, Llc 83,143 -4.96 11,084 -1.76
2025-08-04 13F Center for Financial Planning, Inc. 1,557 -12.08 208 -9.21
2025-08-13 13F Green Harvest Asset Management LLC 0 -100.00 0
2025-07-02 13F Dentgroup LLC 3,803 0.00 507 3.27
2025-08-11 13F Covestor Ltd 9,768 40.30 1
2025-08-12 13F Fca Corp /tx 11,645 2.89 1,552 6.37
2025-07-29 13F BKD Wealth Advisors, LLC 70,168 -4.08 9,354 -0.84
2025-08-07 13F Midland Wealth Advisors Llc 7,153 -11.53 954 -8.54
2025-08-14 13F Tudor Financial Inc. 3,001 0.00 400 3.36
2025-07-09 13F Blodgett Wealth Advisors, Llc 2,107 0.00 281 3.32
2025-08-12 13F Deutsche Bank Ag\ 76,690 0.00 10,224 3.38
2025-07-29 13F Madison Wealth Partners, Inc 7,730 -1.70 1,030 1.58
2025-07-07 13F Retirement Wealth Solutions LLC 1 0.00 0
2025-07-17 13F Charles Schwab Trust Co 2,291 1.64 305 5.17
2025-07-25 13F Concord Wealth Partners 8,273 51.08 1,103 56.09
2025-08-14 13F Clarity Asset Management, Inc. 517 69
2025-07-15 13F Evanson Asset Management, LLC 55,442 0.23 7,391 3.60
2025-07-23 13F WESPAC Advisors, LLC 2,197 0.00 293 3.18
2025-07-16 13F Minichmacgregor Wealth Management, Llc 0 -100.00 0
2025-07-08 13F Advance Capital Management, Inc. 4,955 -0.18 661 3.13
2025-08-01 13F Ashton Thomas Private Wealth, LLC 16,870 31.43 2,249 35.83
2025-07-14 13F AdvisorNet Financial, Inc 125,114 200.47 16,679 210.65
2025-08-14 13F Goldman Sachs Group Inc 1,951,237 -5.06 260,119 -1.86
2025-07-23 13F Tyche Wealth Partners LLC 10,181 1,357
2025-08-04 13F HBK Sorce Advisory LLC 10,219 -5.70 1,362 -2.51
2025-08-06 13F Long Run Wealth Advisors, LLC 146,822 2.11 19,573 5.55
2025-07-21 13F Hilltop National Bank 542 0.00 72 4.35
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 85,569 -11.52 11,407 -8.53
2025-07-15 13F tru Independence LLC 36,515 1.35 4,868 4.76
2025-08-13 13F Parkworth Wealth Management, Inc. 167 0.00 22 4.76
2025-04-04 13F Capital Market Strategies LLC 0 -100.00 0
2025-07-22 13F Inlight Wealth Management, LLC 0 -100.00 0
2025-07-29 13F Schubert & Co 6,627 0.00 883 3.40
2025-08-11 13F Summit Wealth Partners, LLC 79,681 4.44 10,622 7.97
2025-07-30 13F Avidian Wealth Solutions, LLC 20,578 -8.61 2,743 -5.51
2025-08-14 13F Df Dent & Co Inc 9,573 20.67 1,276 24.73
2025-07-22 13F Wealthcare Capital Partners, LLC 27,499 42.42 3,666 47.25
2025-08-01 13F Equita Financial Network, Inc. 0 -100.00 0
2025-07-28 13F Frazier Financial Advisors, LLC 1,454 0.62 194 3.76
2025-07-30 13F Bogart Wealth, LLC 8,513 -8.37 1,135 -5.34
2025-07-31 13F Moser Wealth Advisors, LLC 363 0.00 48 4.35
2025-08-12 13F Heritage Trust Co 5,657 0.00 754 3.43
2025-08-11 13F Portside Wealth Group, LLC 2,432 -17.22 324 -14.29
2025-08-18 13F N.E.W. Advisory Services LLC 12,713 -5.61 1,695 -2.42
2025-07-16 13F Cabana Llc 0 -100.00 0
2025-08-12 13F Leigh Baldwin & Co., Llc 2,033 0.00 271 3.44
2025-07-15 13F Jeppson Wealth Management, Llc 1,538 205
2025-08-06 13F Marco Investment Management Llc 6,300 0.00 840 3.33
2025-08-15 13F Cooksen Wealth, LLC 1,074 -11.46 143 -2.05
2025-07-29 13F Spreng Capital Management, Inc. 65,270 2.47 8,701 5.93
2025-07-15 13F Optima Capital Llc 2,287 -3.13 305 0.00
2025-08-05 13F Gould Asset Management Llc /ca/ 7,435 -4.74 991 -1.49
2025-08-11 13F Estate Counselors, LLC 0 -100.00 0
2025-08-08 13F Mittelman Wealth Management 136,560 -7.13 18,205 -4.00
2025-08-14 13F Tudor Investment Corp Et Al 0 -100.00 0
2025-07-14 13F/A Seek First Inc. 12,629 0.97 1,684 4.34
2025-07-21 13F Stock Yards Bank & Trust Co 10,161 -25.93 1,355 -23.46
2025-07-23 13F LifeSteps Financial, Inc. 29,777 0.44 3,970 3.82
2025-07-30 13F Cornerstone Advisory, LLC 337,113 2.07 44,940 9.25
2025-07-16 13F Asset Allocation & Management Company, LLC 102,990 0.00 14 0.00
2025-08-13 13F Millstone Evans Group, LLC 898 0.00 120 3.48
2025-05-15 13F Cyrus J. Lawrence, LLC 0 -100.00 0
2025-07-21 13F Creative Capital Management Investments LLC 413 0.00 55 3.77
2025-08-12 13F Fortem Financial Group, Llc 1,600 213
2025-08-13 13F Walleye Trading LLC Call 69,400 27.57 9,252 31.87
2025-07-22 13F Appleton Partners Inc/ma 2,330 0.00 0
2025-07-31 13F Ballast Advisors Llc 677 0.00 90 3.45
2025-08-13 13F Walleye Trading LLC Put 800 -83.33 107 -82.88
2025-08-14 13F Ameriprise Financial Inc 3,955,135 3.62 527,659 7.16
2025-07-18 13F Founders Capital Management 1,788 0.28 238 3.93
2025-07-25 13F G2 Capital Management, Llc / Oh 4,283 -49.74 571 -48.09
2025-08-01 13F Planning Directions Inc 1,692 -90.24 226 -89.93
2025-08-14 13F Money Concepts Capital Corp 181,129 3.73 24,146 7.23
2025-07-17 13F DiNuzzo Private Wealth, Inc. 1,476 0.00 197 3.16
2025-07-17 13F HCR Wealth Advisors 625,930 3.56 83,443 7.05
2025-08-12 13F MAI Capital Management 62,872 -0.10 8,382 3.27
2025-07-30 13F Strategic Blueprint, LLC 9,937 -11.61 1,325 -8.63
2025-07-16 13F West Branch Capital LLC 3,147 -39.54 420 -37.56
2025-08-14 13F Tennessee Valley Asset Management Partners 2,189 -29.27 292 -27.07
2025-07-28 13F Wealthspan Partners, Llc 45,317 3.14 6,041 6.64
2025-08-04 13F Pensionmark Financial Group, Llc 53,328 53.01 7,109 58.19
2025-07-23 13F HMV Wealth Advisors, LLC 2,650 0.00 353 3.52
2025-08-05 13F Dahring | Cusmano Llc 3,108 -4.19 414 -0.96
2025-07-07 13F TruWealth Advisors, LLC 6,480 -3.86 864 -0.69
2025-08-14 13F Summit Trail Advisors, Llc 6,482 864
2025-07-11 13F Essex Savings Bank 15,650 -0.20 2,086 3.17
2025-08-15 13F Semmax Financial Advisors Inc. 23,579 -18.66 3,191 -12.46
2025-07-24 13F Moseley Investment Management Inc 12,784 3.81 1,704 7.30
2025-08-06 13F Bensler, LLC 15,328 -1.56 2,043 1.74
2025-08-01 13F Bessemer Group Inc 136,777 -7.15 18 0.00
2025-08-04 13F Arkadios Wealth Advisors 173,036 15.82 23,067 19.73
2025-07-10 13F Focus Financial Network, Inc. 211,569 -1.39 28,204 1.94
2025-07-21 13F Sage Financial Management Group, Inc. 61,995 4.96 8 14.29
2025-08-04 13F Mesirow Financial Investment Management, Inc. 570,074 0.71 75,995 4.10
2025-08-12 13F Mmbg Investment Advisors Co. 2,260 0.00 301 3.44
2025-07-28 13F Copia Wealth Management 2,288 0.84 305 4.45
2025-08-08 13F Strategies Wealth Advisors, LLC 4,202 0.48 560 3.90
2025-08-14 13F Principia Wealth Advisory, LLC 2,411 18.24 321 28.40
2025-05-05 13F Lindbrook Capital, Llc 6,838 0.00 882 1.03
2025-08-01 13F Facet Wealth, Inc. 4,744 94.19 636 107.84
2025-08-14 13F Diversify Advisory Services, LLC 16,775 24.31 2,292 36.61
2025-07-10 13F Tompkins Financial Corp 6,505 0.00 867 3.46
2025-08-14 13F Colony Group, LLC 209,161 3.19 27,883 6.68
2025-07-25 13F Index Fund Advisors, Inc. 2,440 -3.29 325 0.00
2025-07-07 13F Insight Wealth Strategies, LLC 89,936 -1.32 12,102 2.96
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 65,764 -3.91 8,767 -0.67
2025-08-28 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 104,781 -4.29 13,968 -1.06
2025-08-05 13F EPG Wealth Management LLC 75,803 -5.71 10,105 -2.54
2025-08-14 13F Clark Capital Management Group, Inc. 5,762 768
2025-07-21 13F Trinity Legacy Partners, LLC 12,029 3.98 1,613 8.62
2025-08-15 13F Equitable Holdings, Inc. 590,407 10.93 78,707 14.68
2025-08-13 13F Capital Group Private Client Services, Inc. 11,254 0.37 1,500 3.81
2025-07-30 13F Evermay Wealth Management Llc 86,923 -0.13 11,588 3.23
2025-07-29 13F Unison Advisors LLC 118,680 7.51 15,821 11.14
2025-08-13 13F ESL Trust Services, LLC 1,000 0.00 133 3.91
2025-07-17 13F Luminvest Wealth Management LLC 9,205 1.41 1,227 4.87
2025-08-12 13F New Republic Capital, LLC 4,148 0.00 553 3.37
2025-07-17 13F City Holding Co 1,357 0.00 181 3.45
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 183,041 -2.94 24,401 0.34
2025-08-04 13F Bordeaux Wealth Advisors LLC 101,065 3.58 13,473 7.08
2025-08-05 13F Mathes Company, Inc. 5,566 0.00 1
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 5,405 0.58 721 3.90
2025-05-07 13F Portland Global Advisors LLC 0 -100.00 0
2025-07-08 13F Apella Capital, LLC 68,770 906.73 9,265 1,006.93
2025-08-07 13F Cascade Financial Partners, LLC 58,790 -8.15 7,837 -5.05
2025-04-10 13F Naples Global Advisors, Llc 0 -100.00 0
2025-04-10 13F Bremer Bank National Association 59,633 0.00 7,690 1.08
2025-07-31 13F/A Avion Wealth 171,709 4.42 23 10.00
2025-08-04 13F Creekmur Asset Management LLC 2,351 236.82 313 251.69
2025-07-31 13F Blake Schutter Theil Wealth Advisors, LLC 21,050 107.92 2,806 115.02
2025-04-16 13F Union Bancaire Privee, UBP SA 0 -100.00 0
2025-08-11 13F Hopwood Financial Services, Inc. 1,914 0.00 255 3.66
2025-07-16 13F Rebalance, Llc 206,815 -0.81 27,570 2.53
2025-07-29 13F Accretive Wealth Partners, LLC 82,652 3.58 11,018 10.86
2025-08-13 13F Van Hulzen Asset Management, LLC 4,938 -0.02 658 3.46
2025-08-05 13F Integrity Wealth Solutions LLC 24,794 24.06 3,305 28.25
2025-08-11 13F Private Advisor Group, LLC 377,860 0.31 50,373 3.70
2025-05-15 13F CAPROCK Group, Inc. 44,241 -1.20 5,705 -0.14
2025-07-29 13F Curbstone Financial Management Corp 3,550 -5.33 473 -2.07
2025-08-11 13F Lake Street Financial Llc 2,059 0.15 275 3.40
2025-08-14 13F Evercore Wealth Management, LLC 2,223 -44.16 296 -42.30
2025-07-22 13F Foguth Wealth Management, LLC. 1,503 200
2025-07-15 13F Foster Victor Wealth Advisors, LLC 2,344 0.04 316 11.66
2025-08-13 13F Rsm Us Wealth Management Llc 38,209 -0.57 5,094 2.79
2025-07-11 13F First PREMIER Bank 47,097 -1.00 6 0.00
2025-08-13 13F Plan Group Financial, LLC 1,716 -0.23 229 3.17
2025-07-30 13F Onyx Bridge Wealth Group LLC 36,273 -3.77 4,835 -0.53
2025-07-24 13F Edge Financial Advisors LLC 5,141 0.67 685 4.10
2025-08-12 13F Associated Banc-corp 80,026 4.23 10,668 7.75
2025-08-08 13F Financial Gravity Companies, Inc. 117 -63.32 16 -62.50
2025-07-31 13F Auour Investments LLC 11,855 1.04 1,580 8.29
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 4,354 -10.98 580 -7.94
2025-08-15 13F Asset Allocation Strategies LLC 92,727 14.17 12,361 18.02
2025-07-23 13F Eagle Strategies LLC 64,929 5.07 8,656 8.61
2025-07-15 13F Armis Advisers, LLC 8,330 19.34 1,124 28.05
2025-08-06 13F Disciplined Investors, L.L.C. 23,969 0.01 3,195 3.40
2025-08-06 13F Paladin Advisory Group, LLC 4,073 -3.73 543 -0.55
2025-08-06 13F Agf Management Ltd 38,175 0.39 5,089 3.79
2025-07-23 13F Armbruster Capital Management, Inc. 2,165 0.00 289 3.23
2025-08-13 13F Manning & Napier Advisors Llc 44,174 -6.12 5,890 -2.93
2025-08-14 13F McIlrath & Eck, LLC 618 -23.42 82 -21.15
2025-07-25 13F We Are One Seven, LLC 14,641 1.89 1,952 5.29
2025-08-15 13F Fsb Premier Wealth Management, Inc. 3,485 8.13 465 11.81
2025-07-17 13F Sage Rhino Capital Llc 54,248 2.24 7,232 5.69
2025-08-11 13F Dorsey & Whitney Trust CO LLC 54,615 0.00 7,281 3.37
2025-08-15 13F WFA of San Diego, LLC 775 0.00 103 4.04
2025-05-07 13F Meeder Advisory Services, Inc. 0 -100.00 0
2025-08-15 13F/A Rakuten Securities, Inc. 564 -89.77 75 -89.44
2025-08-15 13F Kestra Advisory Services, LLC 1,061,435 9.55 141,500 13.25
2025-08-13 13F Beacon Pointe Advisors, LLC 228,171 -2.26 30,417 1.04
2025-07-22 13F Coastal Investment Advisors, Inc. 2,323 -3.57 310 -0.32
2025-08-14 13F Wells Fargo & Company/mn 5,082,019 -0.91 677,484 2.43
2025-07-17 13F Independence Bank of Kentucky 41,343 1.31 5,511 4.73
2025-07-10 13F Signal Advisors Wealth, LLC 4,349 -28.02 580 -25.67
2025-08-12 13F SlateStone Wealth, LLC 102,572 -6.04 14 -7.14
2025-08-15 13F Morgan Stanley 9,974,059 0.75 1,329,642 4.15
2025-07-11 13F Bell Bank 711,664 4.52 94,872 8.05
2025-08-06 13F Moors & Cabot, Inc. 1,538 -33.25 205 -30.98
2025-07-16 13F Ironwood Wealth Management, Inc. 93,844 -0.12 12,642 12.90
2025-07-25 13F Astoria Portfolio Advisors LLC. 3,238 0.31 441 11.96
2025-08-07 13F David R. Rahn & Associates Inc. 1,989 0.66 265 4.33
2025-08-12 13F Wisconsin Wealth Advisors, LLC 2,089 31.96 278 36.27
2025-08-12 13F Main Management LLC 3,166 -4.06 0
2025-08-01 13F Milestone Asset Management Group, LLC 2,851 1.53 380 4.97
2025-07-16 13F New Insight Wealth Advisors 15,168 -2.38 2,022 0.95
2025-08-13 13F Colonial Trust Co / SC 4,055 0.25 541 3.65
2025-07-31 13F Pacitti Group Inc. 52,726 2.71 7,029 6.16
2025-08-12 13F Wealth Dimensions Group, Ltd. 146,688 2.09 19,555 5.53
2025-07-14 13F Steigerwald, Gordon & Koch Inc. 6,913 -0.01 922 3.37
2025-07-15 13F Wealth Effects Llc 3,863 -11.62 515 -8.70
2025-08-12 13F Steward Partners Investment Advisory, Llc 473,178 -17.40 63,079 -14.62
2025-08-13 13F First National Advisers, LLC 5,879 33.80 784 38.34
2025-08-07 13F Resources Investment Advisors, LLC. 38,666 -0.64 5,155 2.71
2025-08-12 13F Change Path, LLC 116,818 9.36 15,573 13.05
2025-05-08 13F Endeavor Private Wealth, Inc. 0 -100.00 0
2025-07-15 13F Significant Wealth Partners LLC 0 -100.00 0
2025-08-13 13F Dai-Ichi Life Insurance Company, Ltd 24,509 -11.42 3,267 -8.44
2025-08-13 13F Greenwich Wealth Management LLC 9,684 8.09 1 0.00
2025-07-31 13F Cardinal Point Capital Management, ULC 2,163 -36.44 288 -34.25
2025-07-30 13F Whittier Trust Co 50,846 -13.57 6,778 -10.65
2025-07-11 13F Grove Bank & Trust 1,364 0.00 182 3.43
2025-08-14 13F Quartz Partners, LLC 13,036 2.45 1,738 5.91
2025-08-13 13F Coco Enterprises, LLC 169,103 0.65 22,543 16.91
2025-07-24 13F Costello Asset Management, INC 0 -100.00 0
2025-08-15 13F Morse Asset Management, Inc 11 0.00 1 0.00
2025-08-14 13F Bank Of Hawaii 227,158 -21.39 30,282 -18.73
2025-07-03 13F Sage Capital Advisors,llc 6,016 -6.54 802 -3.49
2025-07-22 13F Willner & Heller, Llc 3,514 -4.30 468 -1.06
2025-08-08 13F/A Prospect Financial Services LLC 8,318 44.86 1,109 49.73
2025-07-17 13F Hanson & Doremus Investment Management 1,504 0.00 0
2025-08-01 13F Brookwood Investment Group LLC 3,745 2.69 499 6.17
2025-08-04 13F Bridgewealth Advisory Group, LLC 38,316 891.87 5,108 925.50
2025-08-05 13F Prosperity Consulting Group, LLC 3,277 0.00 437 3.32
2025-08-07 13F Richard C. Young & CO., LTD. 30,280 1.88 4,037 5.32
2025-08-04 13F ArborFi Advisors, LLC 66,340 -1.99 8,844 1.32
2025-07-15 13F Elevated Capital Advisors, LLC 2,033 0.00 262 0.00
2025-08-04 13F Savvy Advisors, Inc. 18,547 24.85 2,473 29.09
2025-08-07 13F Vise Technologies, Inc. 13,295 461.44 1,772 486.75
2025-04-17 13F Vista Wealth Management Group, LLC 3,707 118.06 478 121.30
2025-07-11 13F Compass Ion Advisors, LLC 20,166 2.32 2,688 5.79
2025-08-04 13F Wealth Management Associates, Inc. 43,050 0.00 5,739 3.37
2025-07-23 13F Godsey & Gibb Associates 2,310 -12.70 308 -9.97
2025-08-14 13F Elevatus Welath Management 0 -100.00 0
2025-07-16 13F Plancorp, LLC 7,888 0.10 1,052 3.44
2025-08-05 13F MidAtlantic Capital Management, Inc. 44,030 -0.49 5,870 2.86
2025-07-25 13F Means Investment Co., Inc. 43,957 -4.27 5,860 -1.05
2025-07-10 13F Rockland Trust Co 35,234 1.20 4,697 4.63
2025-08-11 13F Western Wealth Management, LLC 26,920 8.46 3,589 12.13
2025-08-06 13F Kcm Investment Advisors Llc 13,446 -0.75 1,792 2.63
2025-08-13 13F Brentview Investment Management LLC 400 0.00 53 3.92
2025-04-30 13F POM Investment Strategies, LLC 0 -100.00 0
2025-07-09 13F Reyes Financial Architecture, Inc. 147 0.00 20 5.56
2025-07-29 13F Disciplined Investments, LLC 3,000 0.10 400 3.37
2025-08-08 13F Opinicus Capital, Inc. 12,880 3.68 1,717 7.18
2025-08-11 13F Semus Wealth Partners LLC 3,421 0.50 456 4.11
2025-08-13 13F Scotia Capital Inc. 28,356 1.39 3,780 4.83
2025-08-08 13F Union Savings Bank 42,322 -2.16 5,677 1.76
2025-07-17 13F Prepared Retirement Institute LLC 0 -100.00 0
2025-07-25 13F Wealth Advisory Team LLC 50,738 6,764
2025-07-10 13F Atticus Wealth Management, Llc 30,887 3.77 4,117 7.27
2025-08-07 13F Investment Management Corp /va/ /adv 18,242 -0.34 2,432 3.01
2025-07-07 13F Wesbanco Bank Inc 9,912 204.98 1,321 215.27
2025-08-12 13F Coldstream Capital Management Inc 9,915 -27.39 1,322 -24.99
2025-07-08 13F Ransom Advisory, Ltd 0 -100.00 0
2025-08-14 13F Wetherby Asset Management Inc 10,911 1.31 1,455 5.82
2025-08-04 13F Bristlecone Advisors, LLC 14,948 0.11 1,993 3.48
2025-07-11 13F Meriwether Wealth & Planning, LLC 1,766 0.00 235 3.52
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 8,753 0.00 1,167 3.37
2025-07-23 13F Colony Family Offices, LLC 15,999 -1.76 2,133 1.52
2025-08-04 13F Assetmark, Inc 569,534 -8.99 75,925 -5.92
2025-04-16 13F New Century Financial Group, LLC 0 -100.00 0
2025-04-22 13F Breakthru Advisory Services, Llc 0 -100.00 0
2025-08-12 13F Tableaux Llc 4,422 397
2025-07-23 13F Nbt Bank N A /ny 2,642 -0.94 352 2.62
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 19,266 3.61 2,568 7.13
2025-08-04 13F Heritage Investors Management Corp 0 -100.00 0
2025-08-07 13F Winch Advisory Services, LLC 1,947 9.20 260 13.10
2025-07-11 13F Scott Capital Advisors, LLC 7,995 -2.07 1,079 2.47
2025-08-14 13F Apriem Advisors 2,366 -20.68 316 -17.97
2025-08-12 13F Maripau Wealth Management Llc 0 -100.00 0
2025-05-16 13F Empowered Funds, LLC 0 -100.00 0
2025-08-06 13F Prospera Financial Services Inc 32,410 -5.26 4,329 -2.08
2025-07-14 13F Mechanics Bank Trust Department 22,615 -1.20 3,015 2.13
2025-08-12 13F Tradition Wealth Management, LLC 16,269 -1.09 2,169 2.22
2025-07-22 13F Confluence Wealth Services, Inc. 24,709 -0.35 3,294 9.00
2025-07-09 13F Triumph Capital Management 3,938 7.24 525 10.78
2025-07-24 13F Coordinated Financial Services, Inc. 15,503 -0.19 2,067 4.29
2025-07-21 13F Custos Family Office, LLC 55,319 0.08 7,375 3.45
2025-07-29 13F Quotient Wealth Partners, LLC 4,715 16.08 629 20.08
2025-07-23 13F Bellevue Asset Management, Llc 1,756 0.17 234 3.54
2025-07-25 13F Cascade Investment Advisors, Inc. 3,215 0.00 429 3.38
2025-08-08 13F Meridian Wealth Management, LLC 25,029 0.87 3,336 4.25
2025-08-04 13F Family Wealth Group, LLC 5,594 746
2025-08-11 13F Cascade Wealth Advisors, Inc 3,029 39.91 410 54.92
2025-07-30 13F Financial Perspectives, Inc 140,178 3.35 18,687 5.66
2025-07-25 13F Welch Group, LLC 5,928 0.00 790 4.50
2025-05-15 13F Rakuten Investment Management, Inc. 1,258,454 18.85 160,516 18.65
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 30,953 0.87 4,126 4.27
2025-07-15 13F Axis Wealth Partners, LLC 14,791 -1.25 1,972 2.07
2025-07-21 13F Clarity Capital Partners LLC 0 -100.00 0
2025-08-07 13F New England Private Wealth Advisors LLC 18,057 -0.98 2,450 4.21
2025-08-08 13F Good Life Advisors, LLC 6,315 -16.22 842 -13.48
2025-08-14 13F Redwood Investment Management, Llc 2,219 -0.14 0
2025-08-14 13F Warren Averett Asset Management, LLC 339,085 1.36 45,203 4.78
2025-08-11 13F Greykasell Wealth Strategies, Inc. 0 -100.00 0
2025-08-07 13F Tacita Capital Inc 1,390 0.00 185 3.35
2025-07-16 13F Meridian Financial, LLC 4,599 6.58 613 10.25
2025-08-13 13F Cary Street Partners Financial Llc 135,211 264.60 18,025 276.93
2025-07-21 13F Single Point Partners, LLC 5,790 0.10 1
2025-08-14 13F Dearborn Partners Llc 1,900 0.00 253 3.27
2025-08-07 13F 1620 Investment Advisors, Inc. 147 0.00 20 5.56
2025-08-12 13F Armor Investment Advisors, LLC 56,871 -1.10 7,581 2.24
2025-07-29 13F Swmg, Llc 1,697 0.00 231 10.05
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 27,928 -0.07 3,723 3.30
2025-08-08 13F Everett Harris & Co /ca/ 31,351 -7.77 4,179 -4.65
2025-08-18 13F Hollencrest Capital Management 2,403 0.12 320 3.56
2025-08-11 13F HighTower Advisors, LLC 1,314,693 1.66 175,262 5.09
2025-07-11 13F My Legacy Advisors, LLC 3,019 -14.16 410 -9.71
2025-08-14 13F Bank Of America Corp /de/ 12,077,373 -0.54 1,610,035 2.82
2025-08-14 13F Great Valley Advisor Group, Inc. 12,077 24.72 1,610 28.82
2025-07-16 13F American National Bank 439 0.00 59 3.57
2025-07-30 13F Phoenix Holdings Ltd. 0 -100.00 0
2025-07-24 13F Aurora Private Wealth, Inc. 2,164 0.65 0
2025-07-10 13F Orgel Wealth Management, LLC 0 -100.00 0
2025-07-15 13F Verum Partners LLC 5,979 0.37 797 3.78
2025-08-14 13F Moneta Group Investment Advisors Llc 264,309 -22.33 35,235 -19.71
2025-07-14 13F Clayton Financial Group LLC 0 -100.00 0
2025-07-29 13F Harbor Asset Planning, Inc. 859 114
2025-07-21 13F West Financial Advisors, LLC 427 0.00 57 1.82
2025-07-14 13F Buska Wealth Management, LLC 296,671 10.96 39,549 14.71
2025-08-13 13F Cerity Partners LLC 565,520 -6.87 75,389 -3.72
2025-07-15 13F Carr Financial Group Corp 15,485 -5.20 2,064 -1.99
2025-07-29 13F Tradewinds Capital Management, LLC 334 0.60 45 4.76
2025-07-21 13F Keystone Financial Group, Inc. 476 0.21 64 8.47
2025-08-05 13F Aviance Capital Partners, LLC 2,377 0.00 317 3.27
2025-08-29 13F Evolution Wealth Management Inc. 471 63
2025-08-14 13F Certified Advisory Corp 108,006 16.89 14,398 20.84
2025-07-23 13F Penney Financial, LLC 56,791 -31.68 7,571 -29.38
2025-08-12 13F Gladstone Institutional Advisory LLC 7,176 -13.57 957 -10.65
2025-08-05 13F Avant Financial Advisors LLC 6,253 0.64 834 4.00
2025-08-07 13F Sound View Wealth Advisors Group, LLC 60,894 -4.51 8,118 -1.29
2025-08-14 13F Granite FO LLC 75,411 -1.02 10,053 2.32
2025-07-15 13F Vannoy Advisory Group, Inc. 3,219 0.00 429 3.37
2025-07-14 13F Armstrong Advisory Group, Inc 31,069 -0.39 4,142 4.07
2025-07-15 13F Aspire Capital Advisors LLC 27,476 -52.53 3,663 -50.93
2025-07-31 13F Glass Jacobson Investment Advisors llc 11,912 -18.95 1,588 -15.31
2025-07-30 13F Clifford Swan Investment Counsel Llc 1,867 249
2025-07-18 13F Benchmark Wealth Management, LLC 128,380 -2.82 17,114 0.46
2025-08-12 13F Proequities, Inc. 0 0
2025-07-08 13F Goldstone Financial Group, LLC 59,555 5.26 8,088 10.86
2025-08-14 13F Beaird Harris Wealth Management, LLC 956 0.00 127 3.25
2025-07-22 13F Relyea Zuckerberg Hanson LLC 8,915 0.32 1,188 3.66
2025-07-23 13F Valmark Advisers, Inc. 200,325 9.75 26,705 13.45
2025-07-30 13F Crewe Advisors LLC 2,128 138.83 284 148.25
2025-08-14 13F Voya Financial Advisors, Inc. 44,295 46.82 5,870 52.52
2025-07-25 13F Wealth Architects, LLC 2,436 -3.72 325 -0.61
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 36,453 10.15 5 0.00
2025-08-13 13F Idaho Trust Bank 1,672 -65.12 223 -64.08
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 77,208 5.06 10,293 8.61
2025-07-28 13F Davidson Investment Advisors 56,479 0.50 7,529 3.89
2025-07-28 13F Holistic Planning, LLC 45,941 10.11 6,124 13.83
2025-08-15 13F Howland Capital Management Llc 16,488 0.00 2,198 3.39
2025-08-14 13F First Wilshire Securities Management Inc 2,600 0.00 347 3.28
2025-04-23 13F Strategic Investment Advisors / MI 0 -100.00 0
2025-08-14 13F Acas, Llc 2,183 0.00 300 11.11
2025-07-28 13F J.Safra Asset Management Corp 964 128
2025-08-12 13F Verity & Verity, LLC 49,922 4.63 6,655 8.16
2025-08-06 13F Quadrant Private Wealth Management, LLC 3,908 1.59 521 5.04
2025-07-18 13F Pennsylvania Capital Management Inc /adv 10,441 0.00 1,392 3.34
2025-08-12 13F Jacobi Capital Management LLC 4,762 -8.07 635 -5.09
2025-07-07 13F Centurion Wealth Management LLC 4,914 6.25 655 11.02
2025-08-14 13F Comerica Bank 203,057 0.33 27,070 3.71
2025-07-30 13F TFB Advisors LLC 13,025 10.26 1,736 13.99
2025-05-13 13F Annandale Capital, LLC Put 0 -100.00 0 -100.00
2025-07-17 13F Johnson Bixby & Associates, LLC 2,687 0.11 358 3.47
2025-07-22 13F David Wealth Management LLC 2,511 0.08 335 3.41
2025-08-12 13F Manchester Capital Management LLC 32,210 31.47 4,294 35.90
2025-08-13 13F Haverford Trust Co 35,672 -3.75 4,755 -0.50
2025-08-12 13F Jpmorgan Chase & Co 5,239,062 -4.21 698,419 -0.98
2025-08-07 13F Verus Capital Partners, Llc 13,285 -3.04 1,771 0.23
2025-07-08 13F Webster Bank, N. A. 15,457 -0.47 2,061 2.90
2025-08-12 13F MWA Asset Management 4,155 17.94 554 21.81
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
2025-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 16,060 4.48 2,141 7.97
2025-07-17 13F Financial Partners Group, LLC 5,270 703
2025-08-15 13F Fft Wealth Management Llc 9,693 0.00 1,305 4.32
2025-07-22 13F Hrc Wealth Management, Llc 2,197 7.64 293 11.03
2025-07-23 13F Hardy Reed LLC 128,606 -1.40 17,144 1.93
2025-08-13 13F SCS Capital Management LLC 1,530,826 -0.64 204,074 2.71
2025-08-13 13F Baird Financial Group, Inc. 587,355 21.38 78,300 25.47
2025-07-14 13F Financial Enhancement Group LLC 12,672 38.42 1,709 54.24
2025-07-29 13F Chicago Partners Investment Group LLC 28,485 3.74 3,893 13.21
2025-08-01 13F Purkiss Capital Advisors LLC 5,935 31.74 791 36.38
2025-08-12 13F Franklin Resources Inc 16,252 13.59 2,167 17.40
2025-07-07 13F Bangor Savings Bank 23,070 -11.42 3,075 -8.43
2025-08-05 13F Centennial Bank/AR/ 153 0.00 20 5.26
2025-07-10 13F Burns J W & Co Inc/ny 54,205 47.18 7,226 52.16
2025-08-08 13F Mjp Associates Inc /adv 29,140 2.31 3,885 5.74
2025-07-08 13F Atwood & Palmer Inc 196 26
2025-07-15 13F Shulman DeMeo Asset Management LLC 3,242 -0.09 432 3.35
2025-08-13 13F EverSource Wealth Advisors, LLC 47,934 0.34 6,390 3.73
2025-07-17 13F CWA Asset Management Group, LLC 3,081 -52.41 411 -50.84
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 948,760 8.36 126 12.50
2025-07-31 13F Gallagher Capital Advisors, LLC 40,211 -0.55 5,481 5.12
2025-07-30 13F Sonata Capital Group Inc 69,735 -0.58 9 0.00
2025-08-12 13F Bank OZK 2,010 0.00 268 3.09
2025-07-17 13F XML Financial, LLC 63,358 4.61 8,446 8.14
2025-07-23 13F First Merchants Corp 15,948 0.00 2,126 3.40
2025-07-25 13F RHS Financial, LLC 4,973 63.16 663 68.70
2025-07-10 13F Ferguson Wellman Capital Management, Inc 4,505 -10.26 601 -7.26
2025-08-14 13F Financial Network Wealth Advisors LLC 2,968 -0.17 396 3.13
2025-07-16 13F PFS Partners, LLC 78 1.30 10 11.11
2025-07-17 13F Sound Income Strategies, LLC 3,485 13.00 465 16.88
2025-08-08 13F Tanglewood Legacy Advisors, LLC 4,488 0.56 598 4.00
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 296,759 1.57 39,561 5.00
2025-08-08 13F Cedar Wealth Management, LLC 4,798 0.00 640 3.40
2025-07-25 13F Stephens Consulting, LLC 3,000 -1.41 400 1.79
2025-08-01 13F Stuart Chaussee & Associates, Inc. 29,698 -10.85 3,959 -7.82
2025-08-08 13F Firestone Capital Management 2,370 0.51 316 3.62
2025-07-09 13F Divergent Planning, LLC 25,203 3,360
2025-05-09 13F Fairfield Financial Advisors, LTD 0 -100.00 0
2025-07-30 13F Fingerlakes Wealth Management, Inc. 5,172 0.10 689 3.45
2025-08-04 13F One Day In July LLC 672,610 3.91 89,666 7.42
2025-07-28 13F Perfromance Wealth Partners, LLC 138,316 4.02 18,439 7.53
2025-08-08 13F Tortoise Investment Management, LLC 399 0.00 53 3.92
2025-08-14 13F Hancock Whitney Corp 383,291 293.47 51,097 306.75
2025-07-08 13F Strategic Advocates LLC 9,127 15.31 1,217 19.22
2025-07-28 13F Ritholtz Wealth Management 28,581 -2.47 3,810 0.85
2025-07-29 13F Angeles Wealth Management, Llc 7,959 39.34 1,061 44.02
2025-08-11 13F Wealthspire Advisors, LLC 270,978 -0.88 36,124 2.46
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100.00 0
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-08-13 13F Natixis Advisors, L.p. 106,660 6.59 14 16.67
2025-07-18 13F Tanager Wealth Management LLP 1,585 -0.25 211 3.43
2025-07-31 13F City State Bank 56,422 0.83 7,522 4.23
2025-07-11 13F Thomasville National Bank 10,508 -0.05 1,401 3.32
2025-08-15 13F United Services Automobile Association 215,563 -0.20 28,737 3.17
2025-08-01 13F Zhang Financial LLC 295,417 2.95 39,382 6.43
2025-07-25 13F Richardson Financial Services Inc. 1,527 204
2025-08-14 13F Geneva Partners, LLC 5,732 -0.50 764 2.96
2025-07-18 13F Parsons Capital Management Inc/ri 24,496 1.79 3,266 5.22
2025-08-12 13F Weitzel Financial Services, Inc. 3,309 -0.81 447 7.97
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 28,168 -23.83 3,755 -21.25
2025-08-12 13F Covington Investment Advisors Inc. 42,688 2.17 6 0.00
2025-07-11 13F Kingstone Capital Partners Texas, LLC 2,749,414 314
2025-07-29 13F Stratos Wealth Advisors, LLC 6,196 3.70 826 7.27
2025-07-08 13F Charis Legacy Partners, LLC 4,237 -17.18 565 -14.42
2025-05-15 13F Lgl Partners, Llc 0 -100.00 0
2025-07-21 13F River Street Advisors LLC 7,199 -9.57 960 -6.53
2025-07-15 13F Charter Capital Management, LLC\DE 184,825 24,639
2025-07-28 13F Revolve Wealth Partners, LLC 0 -100.00 0
2025-04-21 13F O'Dell Group, LLC 0 -100.00 0
2025-08-07 13F McClarren Financial Advisors, Inc. 12,152 105.62 1,620 161,800.00
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 18,561 -7.14 2,474 -4.00
2025-07-29 13F Sigma Investment Counselors Inc 62,056 5.10 8,273 8.64
2025-07-09 13F Sandy Cove Advisors, LLC 2,751 0.04 367 3.39
2025-08-04 13F Waterfront Wealth Inc. 3,593 0.00 479 3.24
2025-05-15 13F Wealth Management Strategies, Inc. 2,952 -0.10 381 12,566.67
2025-07-14 13F Proathlete Wealth Management Llc 26 136.36 4 200.00
2025-08-13 13F American Money Management, LLC 2,465 39.74 329 44.49
2025-07-25 13F Ackerman Capital Advisors, LLC 7,039 0.00 938 3.42
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 452 3.67 60 7.14
2025-08-14 13F Betterment LLC 23,833 5.28 3 50.00
2025-07-09 13F Lbmc Investment Advisors, Llc 146,459 4.15 19,524 7.67
2025-07-25 13F Mitchell Sinkler & Starr/pa 3,810 -34.98 508 -32.85
2025-08-05 13F Dravo Bay Llc 2,918 0.66 389 4.02
2025-07-11 13F Pinnacle Bancorp, Inc. 1,264 -7.80 169 -4.55
2025-08-13 13F Gateway Wealth Partners, LLC 7,929 -7.94 1,057 -4.86
2025-07-22 13F Beacon Financial Advisory LLC 14,469 3.42 1,929 6.87
2025-08-12 13F Allen Capital Group, LLC 45,520 -1.77 6,068 1.56
2025-07-16 13F/A CX Institutional 33,493 49.01 4 100.00
2025-07-11 13F Wealth Management Partners, LLC 30,412 0.37 4,097 4.86
2025-08-08 13F Francis Financial, Inc. 120,181 -5.47 16,021 -2.28
2025-05-09 13F Delta Financial Group, Inc. 17,522 0.91 2 0.00
2025-07-25 13F Johnson Investment Counsel Inc 17,855 1.51 2,380 4.94
2025-07-21 13F Crews Bank & Trust 235,149 4.51 31,348 8.03
2025-07-24 13F JB Capital LLC 9,985 29.49 1,331 33.90
2025-08-06 13F Columbia River Financial Group, LLC 7,558 1.67 1
2025-07-31 13F FSM Wealth Advisors, LLC 3,673 495
2025-07-30 13F Paragon Financial Partners, Inc. 105,707 0.24 14,092 3.62
2025-07-17 13F Janney Montgomery Scott LLC 1,837,197 0.70 245 3.83
2025-08-08 13F Advyzon Investment Management, LLC 0 -100.00 0
2025-07-22 13F McNaughton Wealth Management, LLC 32,059 0.75 4,274 4.14
2025-08-13 13F My Purposeful Wealth Corp. 2,986 402
2025-08-13 13F Balanced Wealth Group Llc 2,995 0.13 402 4.16
2025-08-14 13F/A Rockefeller Capital Management L.P. 119,461 5.94 15,925 9.51
2025-07-15 13F Kagan Cocozza Asset Management 4,611 -28.86 615 -26.47
2025-08-12 13F CIBC Private Wealth Group, LLC 77,548 -5.08 10,338 10.24
2025-05-16 13F Coordinated Financial Services, Inc./CO 15,443 2.41 1,991 11.35
2025-07-29 13F Semitam Bonam Llc 2,797 373
2025-07-09 13F Market Street Wealth Management Advisors Llc 2,203 0.00 294 3.17
2025-07-18 13F Madrona Financial Services, LLC 3,665 5.53 489 9.17
2025-08-13 13F Wambolt & Associates, LLC 0 -100.00 0
2025-07-09 13F Act Wealth Management, Llc 252,805 2.66 33,701 6.12
2025-08-07 13F Allworth Financial LP 714,531 2.74 95,254 10.98
2025-08-05 13F Key FInancial Inc 8,639 0.00 1,152 3.32
2025-08-08 13F Larson Financial Group LLC 20,998 58.48 2,799 63.88
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 2,127 3.65 284 7.20
2025-08-06 13F Hallmark Capital Management Inc 111 15
2025-07-24 13F Forefront Analytics, LLC 16,621 2,216
2025-08-13 13F Gamco Investors, Inc. Et Al 8,000 1,066
2025-07-17 13F Wolff Wiese Magana Llc 431 0.00 57 3.64
2025-07-28 13F Davidson Trust Co 25,385 5.10 3,384 8.60
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-07-24 13F Capital Advisors, Ltd. LLC 5,669 0.76 1
2025-08-06 13F Penserra Capital Management LLC 0 -100.00 0
2025-05-08 13F Bank of Jackson Hole Trust 0 -100.00 0
2025-07-09 13F Pallas Capital Advisors LLC 20,948 2.82 2,793 6.28
2025-07-23 13F L.K. Benson & Company, P.C. 2,870 4.33 383 7.91
2025-07-23 13F Mainsail Asset Management, Llc 24,699 0.63 3,293 4.01
2025-08-12 13F Ameritas Investment Partners, Inc. 3,919 -0.76 522 2.55
2025-08-05 13F Seelaus Asset Management LLC 1,564 -0.82 208 2.46
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 7,981,687 12,272.98 401 -95.18
2025-07-17 13F Investment Research & Advisory Group, Inc. 26 0.00 3 0.00
2025-07-14 13F Acropolis Investment Management, LLC 1,736 0.00 231 3.59
2025-08-13 13F Royal Fund Management, LLC 13,141 1.78 1,754 4.59
2025-08-12 13F Retirement Planning Co of New England, Inc. 9,107 2.04 1,214 5.47
2025-08-06 13F Golden State Wealth Management, LLC 4,271 3.36 569 6.95
2025-08-12 13F Strategic Advisors LLC 1,640 219
2025-05-15 13F Two Sigma Securities, Llc 0 -100.00 0 -100.00
2025-07-09 13F Westbourne Investments, Inc. 9,333 -1.53 1,244 1.80
2025-04-09 13F Compass Investment Advisers LLC 13,324 1,700
2025-08-04 13F UNIVEST FINANCIAL Corp 4,065 0.35 542 3.64
2025-08-14 13F IHT Wealth Management, LLC 29,225 1.60 3,896 5.04
2025-07-30 13F White Lighthouse Investment Management Inc. 456,116 3.22 60,805 6.70
2025-07-09 13F Sandbox Financial Partners, LLC 4,572 -2.04 609 1.33
2025-08-08 13F Bailard, Inc. 7,276 -37.39 970 -35.31
2025-08-15 13F Northeast Financial Consultants Inc 465,351 -2.46 62,036 0.83
2025-08-14 13F Visionary Wealth Advisors 5,186 0.64 691 4.07
2025-08-04 13F Creative Financial Designs Inc /adv 48,670 4.94 6,488 8.49
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 0 -100.00 0
2025-07-28 13F Patten & Patten Inc/tn 2,338 0.13 312 3.32
2025-07-11 13F Seacrest Wealth Management, Llc 4,605 -2.33 614 0.82
2025-08-13 13F River Wealth Advisors LLC 3,357 -2.89 448 0.45
2025-07-09 13F Christopher J. Hasenberg, Inc 123 0.00 16 6.67
2025-07-18 13F First United Bank Trust/ 230 0.00 31 3.45
2025-07-25 13F Sequoia Financial Advisors, LLC 24,859 9.86 3,314 13.54
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 122,839 -35.35 16,376 -33.17
2025-08-13 13F Fisher Asset Management, LLC 4,668 106.55 622 113.75
2025-08-12 13F SRS Capital Advisors, Inc. 59,713 -14.71 8,460 -6.29
2025-07-10 13F Kmg Fiduciary Partners, Llc 1,604 214
2025-08-14 13F Jane Street Group, Llc Put 11,900 600.00 1,586 624.20
2025-07-31 13F Conservest Capital Advisors, Inc. 228,187 -1.40 30,420 1.93
2025-08-14 13F Jane Street Group, Llc Call 896,200 21.26 119,472 25.35
2025-07-28 13F Duncker Streett & Co Inc 10,666 -13.44 1,422 -10.57
2025-08-12 13F Forum Private Client Group LLC 194,171 10.43 25,885 14.15
2025-08-08 13F Petix & Botte Co 25,995 -3.10 3,465 0.17
2025-08-12 13F Howe & Rusling Inc 87,200 41.55 11,625 46.32
2025-08-14 13F First Foundation Advisors 3,193 0.00 426 3.41
2025-06-03 13F/A First National Bank Of Omaha 0 -100.00 0
2025-07-17 13F Venture Visionary Partners LLC 218,768 -0.07 29,164 3.30
2025-08-07 13F Donaldson Capital Management, Llc 30,150 -1.53 4,019 1.80
2025-05-15 13F Permanens Capital L.P. 0 -100.00 0
2025-07-22 13F Belpointe Asset Management LLC 4,839 73.81 645 79.67
2025-07-02 13F Helen Stephens Group, LLC 3,937 0.18 525 3.56
2025-08-12 13F TCTC Holdings, LLC 781 0.00 104 4.00
2025-08-14 13F Ambassador Advisors, LLC 5,527 19.43 737 23.49
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 7,038 0.39 938 3.76
2025-08-04 13F IFG Advisory, LLC 196,188 -0.94 26,154 2.40
2025-08-12 13F/A Brightwater Advisory LLC 2,706 0.59 361 4.05
2025-07-23 13F Element Wealth, LLC 1,824 6.92 243 10.45
2025-08-14 13F Ancora Advisors, LLC 12,660 -0.05 1,688 3.31
2025-08-13 13F Trustmark National Bank Trust Department 125,845 0.00 16,776 3.38
2025-08-11 13F Independent Advisor Alliance 25,413 1,173.20 3,388 1,217.90
2025-07-16 13F Embree Financial Group 45,713 -0.13 6,094 3.24
2025-07-18 13F Heritage Financial Services, LLC 1,749 10.56 233 14.22
2025-08-06 13F SOUTH STATE Corp 5,457 -23.29 727 -20.72
2025-07-29 13F TFC Financial Management 2,038 18.28 272 22.07
2025-03-12 13F/A Private Capital Management Llc 2,114 -10.69 251 -12.59
2025-07-23 13F Richwood Investment Advisors, LLC 5,598 0.00 746 3.47
2025-08-14 13F Fiduciary Trust Co 80,377 8.20 10,715 11.85
2025-07-09 13F Exchange Bank 2,577 -1.23 344 2.08
2025-07-16 13F Perigon Wealth Management, LLC 24,498 -18.43 3,266 -15.70
2025-07-30 13F First Citizens Bank & Trust Co 28,529 6.72 3,803 10.33
2025-08-12 13F Clearwater Capital Advisors, LLC 1,851 -3.29 247 0.00
2025-08-01 13F Unconventional Investor, LLC 2,989 398
2025-08-07 13F Everhart Financial Group, Inc. 1,638 -0.18 218 3.32
2025-08-08 13F Bouchey Financial Group Ltd 17,550 -0.37 2,340 2.99
2025-07-15 13F BCS Wealth Management 2,854 -0.45 0
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 39,988 -1.55 5,331 1.76
2025-07-24 13F Drucker Wealth 3.0, LLC 100,571 -22.36 13,572 -18.75
2025-08-11 13F Advisor Resource Council 15,224 -71.15 2,030 -58.31
2025-08-14 13F Capital Planning Advisors, LLC 5,437 0.00 725 3.28
2025-08-12 13F J.w. Cole Advisors, Inc. 62,321 78.77 8,308 84.81
2025-07-15 13F Ballentine Partners, LLC 11,864 -0.23 1,582 3.13
2025-08-05 13F Sage Capital Management, LLC 2,634 0.65 351 4.15
2025-08-12 13F Argent Trust Co 5,970 0.00 796 3.38
2025-07-17 13F Beacon Capital Management, LLC 1,935 -14.76 258 -11.99
2025-07-21 13F Old Second National Bank Of Aurora 3,688 -6.04 492 -2.96
2025-07-09 13F Stony Point Wealth Management Inc. 36,005 13.21 4,799 17.05
2025-07-25 13F Lion Street Advisors, LLC 26,542 -7.23 3,538 -4.09
2025-07-29 13F Huntleigh Advisors, Inc. 8,286 17.75 1,105 21.72
2025-08-08 13F Thrive Capital Management, LLC 21,806 -42.65 2,907 -29.77
2025-07-29 13F Aspiriant, Llc 11,624 -2.48 1,550 0.78
2025-08-26 13F/A Thrivent Financial For Lutherans 35,614 2.97 5 0.00
2025-07-09 13F Alesco Advisors Llc 9,560 0.00 1,274 3.41
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 5,616 0.29 749 3.60
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 200 27
2025-07-28 13F Twin Tree Management, LP Call 370,000 0.00 49,325 3.37
2025-04-11 13F Safeguard Financial, LLC 1,646 -6.32 212 -5.36
2025-06-03 13F Invst, LLC 8,330 2.94 1,074 4.07
2025-07-22 13F Vantage Investment Partners, LLC 8,132 0.00 1,084 3.44
2025-07-30 13F BG Investment Services, Inc. 3,186 435
2025-07-16 13F Vision Capital Management, Inc. 8,254 0.00 1,100 3.38
2025-07-17 13F Guyasuta Investment Advisors Inc 26,615 3.95 3,548 7.48
2025-07-09 13F Catalyst Private Wealth, Llc 2,002 3.73 267 7.26
2025-08-05 13F Westside Investment Management, Inc. 156,256 2.28 20,840 5.78
2025-08-07 13F Nwam Llc 9,042 160.13 1,227 173.66
2025-08-14 13F Becker Capital Management Inc 5,546 33.35 739 37.87
2025-07-23 13F Lansing Street Advisors 1,612 0.62 215 3.88
2025-08-15 13F Zuckerman Investment Group, LLC 9,288 -1.34 1,238 1.98
2025-07-24 13F Us Bancorp \de\ 202,644 6.38 27,015 9.97
2025-08-14 13F Glen Eagle Advisors, LLC 28,044 -12.17 3,739 -9.21
2025-08-29 13F Total Investment Management Inc 101 13
2025-07-08 13F Next Level Private LLC 4,027 6.56 537 10.06
2025-08-12 13F Accredited Wealth Management, LLC 516 -41.03 69 -39.29
2025-08-14 13F/A Skopos Labs, Inc. 251 709.68 33 1,000.00
2025-07-18 13F Northstar Group, Inc. 21,544 -0.45 2,872 2.94
2025-08-14 13F Obsidian Personal Planning Solutions LLC 4,179 0.00 557 7.32
2025-07-11 13F AA Financial Advisors, LLC 76,009 12.34 10,133 16.13
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 -100.00 0
2025-07-16 13F Signaturefd, Llc 10,891 0.03 1,452 3.35
2025-07-17 13F MBA Advisors LLC 7,930 1.45 1,057 4.86
2025-07-18 13F Trilogy Capital Inc. 11,849 2.09 1,580 5.55
2025-07-31 13F 180 Wealth Advisors, Llc 63,355 -0.66 8,446 2.69
2025-08-19 13F Anchor Investment Management, LLC 10,459 0.46 1,394 3.87
2025-07-29 13F Signature Estate & Investment Advisors Llc 35,861 -2.20 4,781 1.10
2025-08-07 13F/A Joseph Group Capital Management 14,968 4.55 1,995 8.07
2025-07-25 13F LRI Investments, LLC 50 0.00 7 0.00
2025-05-14 13F Heritage Wealth Partners, LLC 1,613 -7.03 208 -5.88
2025-08-11 13F FSA Wealth Management LLC 200 0.00 27 4.00
2025-07-23 13F Stonegate Investment Group, LLC 2,087 0.00 278 3.35
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 10,670 9.28 1,422 12.95
2025-08-13 13F American Investment Services, Inc. 1,508 201
2025-07-31 13F Alamar Capital Management, LLC 6,960 4.90 928 8.42
2025-08-12 13F Peachtree Investment Partners, LLC 1,635 0.49 218 3.83
2025-08-14 13F Talon Private Wealth, LLC 46 6
2025-08-13 13F Tobias Financial Advisors, Inc. 7,314 -0.05 975 3.39
2025-08-07 13F Laffer Investments 10,102 1,347
2025-08-14 13F Hirtle Callaghan & Co LLC 4,763 0.00 635 3.26
2025-07-21 13F J2 Capital Management Inc 2,348 0.00 313 3.64
2025-08-07 13F Birchcreek Wealth Management, LLC 10,421 2.93 1,389 6.44
2025-08-05 13F Sigma Planning Corp 28,843 -14.64 3,845 -11.75
2025-07-15 13F Northside Capital Management, LLC 138,090 0.00 18,409 3.37
2025-05-07 13F Spectrum Wealth Counsel, LLC 5 1
2025-08-14 13F Mercer Global Advisors Inc /adv 2,488,249 6.80 331,543 10.35
2025-07-22 13F Dougherty Wealth Advisers LLC 12,806 -20.00 1,707 -17.30
2025-07-22 13F Hickory Asset Management, Inc. 35,256 -3.08 4,700 0.17
2025-07-22 13F Accel Wealth Management 40,123 -0.16 5,349 3.20
2025-08-04 13F Kovack Advisors, Inc. 18,109 -2.85 2,414 0.46
2025-07-16 13F Magnus Financial Group LLC 10,262 0.48 1,368 3.87
2025-07-30 13F Cullen/frost Bankers, Inc. 18,826 12.79 2,510 16.59
2025-07-28 13F Private Wealth Asset Management, LLC 2,237 0.00 298 3.47
2025-07-14 13F Chapin Davis, Inc. 1,555 0.00 207 3.50
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 75,798 2.58 10,105 6.05
2025-08-14 13F Smartleaf Asset Management LLC 23,233 8.79 3,079 13.04
2025-07-16 13F Rezny Wealth Management, Inc. 2,330 311
2025-08-12 13F Laurel Wealth Advisors LLC 156,773 206,180.26 1 -88.89
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 693 92
2025-08-13 13F Transce3nd, LLC 710 12.88 95 16.05
2025-07-17 13F SWS Partners 4,378 0.32 584 3.74
2025-08-05 13F NewSquare Capital LLC 566 76
2025-07-09 13F Wolff Financial Management Llc 210,861 2.15 28 7.69
2025-08-14 13F Wealth Preservation Advisors, LLC 2,888 -0.52 385 2.67
2025-08-12 13F AIMZ Investment Advisors, LLC 14,339 -6.32 1,912 -3.19
2025-07-16 13F Stillwater Capital Advisors, LLC 61,255 0.27 8,166 3.64
2025-08-05 13F Fourth Dimension Wealth, LLC 100 0.00 13 8.33
2025-08-07 13F Midwest Trust Co 47,489 6,331
2025-07-30 13F Princeton Global Asset Management LLC 2,225 -31.01 297 -28.67
2025-07-18 13F Marino, Stram & Associates Llc 538,915 0.41 71,843 3.80
2025-08-12 13F Integrated Advisors Network LLC 120,233 20.40 16,028 24.47
2025-07-25 13F Summa Corp. 4,000 -14.89 533 -12.05
2025-07-16 13F Formidable Asset Management, LLC 14,377 0.00 1,854 0.00
2025-08-08 13F Kingsview Wealth Management, LLC 86,286 27.21 11,503 31.50
2025-07-28 13F Brown Financial Advisory 8,250 28.52 1,100 32.89
2025-08-08 13F ProVise Management Group, LLC 4,261 0.05 568 3.46
2025-04-15 13F Noble Wealth Management PBC 1,153 149
2025-08-12 13F PKS Advisory Services, LLC 1,728 -87.65 230 4.07
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 6,593 0.00 879 3.29
2025-08-05 13F Huntington National Bank 3,050 6.76
2025-07-23 13F Ameliora Wealth Management Ltd. 1,689 -45.85 225 -44.03
2025-07-30 13F Forum Financial Management, LP 2,713 362
2025-07-15 13F Sara-Bay Financial 14,184 32.45 1,891 38.46
2025-09-04 13F ZynergyRetirementPlanningLLC 1,916 0.00 255 4.51
2025-07-31 13F Sage Mountain Advisors LLC 2,170 -2.43 289 1.05
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 10,364 0.00 1,382 3.37
2025-08-19 13F Newbridge Financial Services Group, Inc. 237 0.00 32 3.33
2025-07-21 13F Triad Wealth Partners, LLC 1,831 244
2025-07-23 13F Elevate Wealth Advisory, Inc 5,200 0.78 693 4.21
2025-07-31 13F Leavell Investment Management, Inc. 15,458 -2.40 2,061 0.88
2025-08-05 13F Cherry Tree Wealth Management, LLC 92,762 -1.06 12,366 2.27
2025-08-06 13F Vantage Financial Partners, LLC 3,809 -49.94 508 -48.32
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 79,621 -1.06 10,614 2.28
2025-07-25 13F Retirement Planning Group, Llc / Ny 1,949 4.17 260 7.47
2025-08-13 13F Allegheny Financial Group LTD 3,411 -33.50 455 -31.32
2025-08-13 13F Kuhn & Co Investment Counsel 16,732 -0.27 2,231 3.10
2025-08-13 13F Nicolet Bankshares Inc 2,010 268
2025-08-12 13F FourThought Financial Partners, LLC 6,335 0.00 845 3.43
2025-07-30 13F D.a. Davidson & Co. 693,744 5.63 92,483 9.19
2025-08-14 13F Keebeck Wealth Management, LLC 3,065 0.00 409 3.29
2025-08-04 13F Prairie Wealth Advisors, Inc. 2,521 0.00 336 3.38
2025-08-18 13F Pacific Center for Financial Services 34,035 4.60 4,537 8.13
2025-08-13 13F Ofc Financial Planning, Llc 1,624 -2.05 216 1.41
2025-08-27 13F/A Squarepoint Ops LLC Put 0 -100.00 0 -100.00
2025-07-17 13F/A Capital Investment Advisors, LLC 18,181 10.23 2,424 13.92
2025-07-18 13F Access Financial Services, Inc. 11,762 -1.22 1,568 2.08
2025-08-06 13F Wsfs Capital Management, Llc 91,811 5.88 12,239 9.45
2025-08-27 13F/A Squarepoint Ops LLC Call 0 -100.00 0 -100.00
2025-07-18 13F Vigilare Wealth Management 0 -100.00 0
2025-08-06 13F Stonebridge Financial Planning Group, LLC 15,767 -5.96 2,102 -2.82
2025-08-12 13F Charles Schwab Investment Management Inc 946,520 23.71 126,181 27.88
2025-07-09 13F Channel Wealth Llc 2,658 -0.52 354 2.91
2025-07-31 13F Buckingham Strategic Partners 35,916 8.29 4,788 11.95
2025-08-12 13F Eldridge Investment Advisors, Inc. 13,843 60.02 1,845 65.47
2025-08-07 13F HC Advisors, LLC 0 -100.00 0
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 1,583 211
2025-08-07 13F Apeiron RIA LLC 73,734 -7.99 9,830 -4.89
2025-07-22 13F Valley National Advisers Inc 9,854 3.60 1 0.00
2025-05-30 NP TBFG - The Brinsmere Fund - Growth ETF 81,172 113.35 10,468 114.62
2025-08-14 13F NCM Capital Management, LLC 7,156 0.00 954 3.36
2025-07-17 13F San Luis Wealth Advisors LLC 4,836 4.99 1
2025-05-01 13F Bleakley Financial Group, LLC 0 -100.00 0 -100.00
2025-07-11 13F Capital Advantage, Inc. 16,639 -1.59 2,218 2.83
2025-07-14 13F Caitlin John, LLC 1,984 5.70 264 9.09
2025-07-18 13F Chelsea Counsel Co 61,800 0.00 8,239 3.38
2025-08-08 13F 1776 Wealth LLC 2,320 0.00 309 3.34
2025-08-27 13F Seneca Financial Advisors LLC 91,939 6.73 12,256 10.32
2025-08-12 13F Financial Advocates Investment Management 14,207 -42.16 1,894 -40.23
2025-05-30 NP TBFC - The Brinsmere Fund - Conservative ETF 70,365 178.79 9,074 180.49
2025-07-28 13F Nadler Financial Group, Inc. 1,691 -41.93 225 -40.00
2025-07-01 13F Harbor Investment Advisory, Llc 17,460 0.39 2,328 3.74
2025-07-09 13F Byrne Asset Management LLC 227 0.00 30 3.45
2025-07-31 13F Dodds Wealth, LLC 30,763 -1.85 4,101 1.46
2025-08-12 13F Ames National Corp 3,400 0.00 453 3.42
2025-08-01 13F Yukon Wealth Management, Inc. 27,150 0.00 3,619 3.37
2025-08-15 13F High Falls Advisors, Inc 1,760 235
2025-07-10 13F Security National Bank 3,571 0.00 476 3.48
2025-08-11 13F Slagle Financial, LLC 2,935 4.37 391 8.01
2025-08-11 13F Brown Brothers Harriman & Co 37,434 11.87 4,990 15.64
2025-07-16 13F ORG Partners LLC 1,369 39.84 184 47.20
2025-07-29 13F Financial Futures Ltd Liability Co. 1,822 0.00 243 3.42
2025-08-06 13F Van Cleef Asset Management,Inc 1,663 0.00 222 3.27
2025-08-11 13F FineMark National Bank & Trust 211,784 6.61 28,233 10.20
2025-08-14 13F Quantinno Capital Management LP 14,696 46.13 1,959 51.16
2025-08-13 13F Whalerock Point Partners, Llc 4,158 0.00 554 3.36
2025-07-11 13F Phillips Wealth Planners LLC 2,302 -2.33 310 8.77
2025-07-28 13F Founders Grove Wealth Partners, Llc 54,684 -1.14 7,290 2.19
2025-08-13 13F Northwestern Mutual Wealth Management Co 293,480 7.55 39,124 11.17
2025-08-19 13F Asset Dedication, LLC 6,373 10.83 850 14.57
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 27,840 -0.02 3,711 3.37
2025-08-14 13F Newport Capital Group, LLC 2,780 371
2025-07-29 13F Stratos Wealth Partners, LTD. 646,359 3.12 86,166 6.60
2025-04-14 13F Moss Adams Wealth Advisors LLC 0 -100.00 0
2025-07-15 13F Garrett Investment Advisors LLC 16,062 8.48 2,141 12.15
2025-07-24 13F IFP Advisors, Inc 148,414 2.93 19,786 6.39
2025-05-09 13F Roof Eidam & Maycock/adv 0 -100.00 0
2025-08-14 13F West Coast Financial LLC 0 -100.00 0
2025-08-12 13F Global Retirement Partners, LLC 59,641 12.90 7,951 17.95
2025-08-14 13F Financial Engines Advisors L.L.C. 14,820 18.86 1,976 22.96
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 29,009 0.00 3,867 3.37
2025-08-12 13F Holderness Investments Co 10,273 2.52 1,369 5.96
2025-08-04 13F BLB&B Advisors, LLC 1,543 -4.52 206 -1.44
2025-08-11 13F Rothschild Investment Llc 13,827 -8.72 1,843 -5.63
2025-08-18 13F Front Row Advisors LLC 250 0.00 33 3.13
2025-07-23 13F Country Club Bank /gfn 67,374 -3.48 8,928 0.28
2025-08-12 13F Pathstone Holdings, LLC 1,412,975 -0.14 188,364 3.23
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0
2025-08-06 13F Carnegie Lake Advisors LLC 4,038 -2.20 1
2025-07-22 13F Wells Trecaso Financial Group, LLC 2,311 10.79 308 14.50
2025-07-11 13F Mallini Complete Financial Planning LLC 634 2.10
2025-07-08 13F Ptm Wealth Management, Llc 1,834 249
2025-07-31 13F Brighton Jones Llc 22,382 26.03 2,984 30.26
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-07-29 13F Mezzasalma Advisors, LLC 2,639 0.00 352 3.24
2025-08-05 13F Gibraltar Capital Management, Inc. 1,911 0.05 255 3.25
2025-07-18 13F Wetzel Investment Advisors, Inc. 4,989 -1.46 665 1.99
2025-07-22 13F Woodmont Investment Counsel Llc 70,424 -1.06 9,388 2.28
2025-08-14 13F Advisor OS, LLC 30,829 2.33 4,110 5.77
2025-07-15 13F Highland Financial Advisors, LLC 10,408 -23.35 1,387 -20.79
2025-07-31 13F AlTi Global, Inc. 0 -100.00 0
2025-07-17 13F Chatham Capital Group, Inc. 6,791 7.20 905 10.91
2025-08-08 13F WASHINGTON TRUST Co 211,261 2.04 28,163 5.48
2025-07-15 13F Peddock Capital Advisors, Llc 3,316 -10.81 442 -7.93
2025-08-13 13F Milestone Investment Advisors LLC 77,219 -4.17 10,294 -0.93
2025-08-13 13F Crescent Grove Advisors, LLC 78,452 6.53 10,458 10.13
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 287 -69.30 38 -68.33
2025-07-09 13F Keystone Wealth Services, LLC 4,661 -16.35 621 -13.51
2025-07-22 13F Red Door Wealth Management, LLC 12,321 11.19 1,643 14.99
2025-07-02 13F HBW Advisory Services LLC 66,703 -1.01 8,892 2.34
2025-07-29 13F FLC Capital Advisors 5,167 0.00 689 3.30
2025-07-16 13F True North Advisors, LLC 2,129 -15.01 284 -12.38
2025-07-14 13F Friday Financial 3,499 466
2025-08-14 13F Aspen Grove Capital, LLC 7,320 0.00 976 3.39
2025-07-28 13F Cypress Wealth Services, LLC 46,343 5.69 6,178 9.27
2025-07-21 13F Jmac Enterprises Llc 51,370 2.84 6,848 6.32
2025-08-13 13F Level Four Advisory Services, Llc 31,543 -0.24 4,205 3.14
2025-08-06 13F Cannon Financial Strategists, Inc. 0 -100.00 0
2025-07-31 13F West Michigan Advisors, Llc 2,287 -0.57 305 2.70
2025-07-25 13F MOKAN Wealth Management Inc. 7,219 4.38 962 7.97
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 3,750 -7.18 500 -4.04
2025-07-23 13F WoodTrust Financial Corp 0 -100.00 0
2025-08-14 13F Glenview Trust Co 7,701 14.94 1,027 18.75
2025-07-10 13F Redhawk Wealth Advisors, Inc. 42,380 203.97 5,650 214.36
2025-08-14 13F Financial Advisory Service, Inc. 12,706 13.31 1,694 17.08
2025-08-06 13F Ipsen Advisor Group LLC 4,700 -1.63 627 1.62
2025-08-13 13F BCJ Capital Management, LLC 2,855 42.75 381 47.86
2025-08-07 13F Winthrop Capital Management, LLC 409 -3.31 0
2025-08-08 13F Westbourne Investment Advisors, Inc. 6,700 893
2025-07-15 13F MCF Advisors LLC 11,919 0.17 1,589 3.52
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,102,218 5.26 146,875 8.72
2025-08-05 13F Tiaa Trust, National Association 25,940 3.63 3,458 7.09
2025-07-09 13F Bulwark Capital Corp 5,573 743
2025-08-14 13F Aldebaran Financial Inc. 4,830 0.02 644 3.38
2025-04-29 13F Financial Network Wealth Management LLC 2,853 -0.70 0
2025-08-14 13F Potentia Wealth 1,554 0.00 207 3.50
2025-07-09 13F Goelzer Investment Management, Inc. 2,431 0.00 324 3.51
2025-07-22 13F Miracle Mile Advisors, LLC 118,430 2.04 15,788 5.48
2025-08-06 13F Rialto Wealth Management, LLC 1,389 0.00 185 3.35
2025-08-06 13F Atlantic Union Bankshares Corp 611 -75.73 81 -75.00
2025-08-14 13F Modern Wealth Management, LLC 5,485 1.52 731 5.03
2025-07-31 13F Keystone Financial Planning, Inc. 2,184 -68.91 291 -67.85
2025-07-31 13F Turning Point Benefit Group, Inc. 9,446 1,259
2025-08-07 13F Aegis Wealth Management LLC 18,870 0.00 2,433 0.00
2025-07-22 13F Wealthcare Advisory Partners LLC 123,208 -0.83 16,425 2.52
2025-08-07 13F Summit X, LLC 4,556 103.57 607 110.76
2025-08-11 13F Culbertson A N & Co Inc 27,903 -0.53 3,720 2.82
2025-07-16 13F Blue Oak Capital, LLC 0 -100.00 0
2025-08-05 13F Telos Capital Management, Inc. 44,779 5.08 5,970 8.63
2025-08-11 13F Blue Bell Private Wealth Management, Llc 415 4.27 55 7.84
2025-04-17 13F Prentice Wealth Management LLC 0 -100.00 0
2025-07-31 13F Fedenia Advisers LLC 1,593 0.00 212 3.41
2025-07-15 13F FLP Wealth Management, LLC 0 -100.00 0
2025-08-12 13F NFP Retirement, Inc. 22,525 -14.56 3,003 -11.68
2025-07-08 13F Morris Retirement Advisors, LLC 1,804 0.00 240 3.45
2025-05-14 13F Monterey Private Wealth, Inc. 3,639 -0.11 469 1.08
2025-07-21 13F Ascent Group, LLC 16,808 -0.86 2,241 2.47
2025-08-11 13F Strategic Wealth Partners, Ltd. 13,327 -0.20 1,777 -0.67
2025-08-06 13F Cloud Capital Management, LLC 0 -100.00 0
2025-08-13 13F Bernardo Wealth Planning LLC 99,277 2.15 13 8.33
2025-08-08 13F Smithfield Trust Co 403,011 3.88 54 6.00
2025-07-25 13F Libra Wealth Llc 4,496 0.00 599 3.45
2025-07-16 13F Novem Group 11,576 -3.19 1,543 0.06
2025-08-14 13F Quantum Capital Management, LLC / NJ 0 -100.00 0
2025-07-21 13F Ameritas Advisory Services, LLC 45,875 -51.01 6,116 -49.15
2025-07-29 13F DeDora Capital, Inc. 221,680 5.87 29,552 9.44
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 144,055 2.17 19,204 5.63
2025-07-15 13F Maseco Llp 28,468 3,794
2025-07-18 13F Bartlett & Co. Wealth Management Llc 6,061 -14.32 808 -11.51
2025-07-29 13F Rodgers & Associates, LTD 2,646 47.33 353 52.38
2025-07-16 13F Leading Edge Financial Planning LLC 2,015 0.00 269 3.47
2025-08-07 13F Panoramic Investment Advisors, Llc 22,448 0.30 2,993 3.67
2025-07-28 13F Cornerstone Wealth Group, LLC 7,620 16.78 1,016 20.69
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 5,969 -0.73 796 2.45
2025-08-13 13F M&t Bank Corp 305,503 -1.97 40,727 1.33
2025-08-06 13F SP Asset Management LLC 15,196 0.59 2,026 3.95
2025-08-11 13F United Capital Financial Advisers, Llc 79,060 2.03 10,540 5.47
2025-07-24 13F Ulland Investment Advisors, LLC 275 0.00 0
2025-08-08 13F VeraBank, N.A. 19,305 0.30 2,574 3.67
2025-08-12 13F Fairscale Capital, LLC 9,993 -1.10 1,340 2.92
2025-08-14 13F CoreFirst Bank & Trust 42,404 1.82 5,653 5.25
2025-07-10 13F American Financial Advisors, LLC 4,306 574
2025-08-14 13F Navigoe, LLC 90 0
2025-07-15 13F Fortitude Family Office, LLC 2,680 541.15 357 573.58
2025-08-06 13F Atlas Legacy Advisors, LLC 73,197 2.78 9,758 6.25
2025-08-06 13F Decker Retirement Planning Inc. 15,745 10,988.03 2,099 11,561.11
2025-08-12 13F Zacks Investment Management 2,682 -2.86 358 0.28
2025-07-15 13F Hippocratic Financial Advisors, LLC 32,200 -74.70 4,293 -73.85
2025-08-13 13F Quest Investment Management Llc 60,951 2.53 8,125 5.99
2025-07-28 13F WealthPLAN Partners, LLC 23,724 10.15 3,163 13.86
2025-07-29 13F Balboa Wealth Partners 10,854 131.33 1,447 139.01
2025-08-14 13F Sterling Wealth Management, Inc. 5,967 -1.00 795 3.52
2025-08-14 13F Arete Wealth Advisors, LLC 12,313 2.51 2 0.00
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 2,125 1.53 283 4.81
2025-08-07 13F Private Advisory Group LLC 108,737 -11.08 14,496 -8.08
2025-07-10 13F Aua Capital Management, Llc 3,015 0.03 402 3.35
2025-07-14 13F MY Wealth Management Inc. 2,014 -26.76 268 -24.29
2025-07-30 13F Pacific Sun Financial Corp 14,201 -1.59 1,893 1.72
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-07-14 13F Cathy Pareto & Associates, Inc 2,395 46.75 319 51.90
2025-08-08 13F Advisors Capital Management, LLC 25,638 -24.80 3,418 -22.27
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 6,297 2.17 840 5.67
2025-07-29 13F Ariston Services Group 148,902 0.16 19,850 3.54
2025-08-06 13F Mascagni Wealth Management, Inc. 10,464 -1.42 1,395 1.90
2025-08-05 13F Flynn Zito Capital Management, Llc 1,943 259
2025-05-02 13F Napatree Capital Llc 9,315 16.03 1,201 17.29
2025-07-10 13F ARS Wealth Advisors Group, LLC 1,936 0.05 258 3.61
2025-07-24 13F GFG Capital, LLC 274 36
2025-08-07 13F Kestra Private Wealth Services, Llc 60,642 7.33 8,084 10.95
2025-08-18 13F V2 Financial group LLC 6,200 93.75 827 100.49
2025-08-04 13F Premier Path Wealth Partners, LLC 3,108 -4.60 414 -1.43
2025-07-22 13F Highland Capital Management, Llc 1,757 0.00 234 3.54
2025-07-28 13F Morris Financial Concepts, Inc. 2,817 0.00 376 3.31
2025-05-23 13F Twin Lakes Capital Management, LLC 0 -100.00 0
2025-07-21 13F Qrg Capital Management, Inc. 12,007 -4.78 1,601 -1.60
2025-08-13 13F Keystone Financial Group 15,978 1.75 2,130 5.24
2025-07-23 13F Indiana Trust & Investment Management CO 1,769 0.00 236 3.07
2025-07-25 13F Cwm, Llc 64,211 -0.96 9 0.00
2025-08-11 13F TD Waterhouse Canada Inc. 8,183 17.05 1,101 22.49
2025-07-11 13F LongView Wealth Management 7,215 10.73 962 14.40
2025-08-15 13F Resources Management Corp /ct/ /adv 276 0.00 0
2025-08-04 13F Ledyard National Bank 3,643 -1.75 486 1.46
2025-07-18 13F Vicus Capital 17,319 8.49 2,309 12.15
2025-07-31 13F Leelyn Smith, LLC 63,055 1.93 8,406 5.35
2025-08-08 13F Creative Planning 3,603,154 -0.46 480,336 2.90
2025-08-13 13F Berkshire Asset Management Llc/pa 2,512 0.00 335 5.70
2025-07-08 13F Chemistry Wealth Management LLC 2,701 -6.93 360 -3.74
2025-08-13 13F Ally Invest Advisors Inc. 30,155 1.33 4,020 4.74
2025-07-14 13F Kfg Wealth Management, Llc 1,760 235
2025-07-24 13F Eastern Bank 2,414 13.98 322 17.58
2025-08-11 13F HHM Wealth Advisors, LLC 5,848 0.10 780 3.45
2025-07-22 13F DAVENPORT & Co LLC 256,112 8.75 34,142 12.42
2025-07-10 13F Cypress Point Wealth Management, LLC 10,407 0.00 1,387 3.35
2025-07-17 13F Saxon Interests, Inc. 6,182 0.00 797 0.00
2025-07-17 13F Lazari Capital Management, Inc. 10,932 6.38 1,457 9.96
2025-08-13 13F Capital Advisors Wealth Management, LLC 92,078 6.78 12,275 10.38
2025-08-13 13F Edgestream Partners, L.P. 0 -100.00 0
2025-08-14 13F Strategic Wealth Designers 103 -96.16 14 -96.20
2025-07-31 13F CVA Family Office, LLC 46,237 4.47 6,164 7.99
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 183 0.00 0
2025-08-12 13F Weik Capital Management 1,975 0.00 263 3.54
2025-08-13 13F StoneX Group Inc. 67,989 3.00 9,064 6.47
2025-08-01 13F Chilton Capital Management Llc 177 0.00 24 4.55
2025-08-11 13F Howard Wealth Management, Llc 105,789 1.33 14,103 4.74
2025-08-04 13F Simon Quick Advisors, Llc 29,541 3.05 3,938 6.55
2025-07-15 13F Fifth Third Bancorp 13,225 -0.12 1,763 3.28
2025-07-25 13F Evolution Advisers, Inc. 1,829 0.00 0
2025-07-08 13F Canandaigua National Bank & Trust Co 3,383 0.00 451 3.21
2025-07-28 13F Harbour Investments, Inc. 60,572 0.45 8,075 3.83
2025-08-01 13F Rossby Financial, LCC 981 4,165.22 131 6,400.00
2025-07-24 13F Trust Co Of Toledo Na /oh/ 3,000 400
2025-07-23 13F Columbus Macro, LLC 10,805 0.00 1,440 3.37
2025-07-30 13F Whittier Trust Co Of Nevada Inc 22,674 -10.28 3,023 -7.27
2025-07-23 13F Sachetta, LLC 1,144 1.33 152 4.83
2025-07-16 13F Brown, Lisle/cummings, Inc. 4,110 0.00 548 3.21
2025-08-01 13F Logan Capital Management Inc 3,800 -76.08 507 -75.29
2025-07-30 13F Cambridge Capital Management, Llc 24,694 0.36 3,292 3.72
2025-07-03 13F Garde Capital, Inc. 6,377 20.21 850 24.27
2025-07-17 13F Fiduciary Advisors, Inc. 27,808 13.33 3,707 17.16
2025-08-04 13F WNY Asset Management, LLC 5,376 0.47 717 3.77
2025-08-12 13F Sky-mountain Capital Management, Inc. 29,383 -32.59 3,955 -29.64
2025-08-14 13F AllSquare Wealth Management LLC 200 0.00 27 4.00
2025-04-30 13F 49 Wealth Management, Llc 0 -100.00 0
2025-07-09 13F Bowman & Co S.C. 23,254 -1.46 3,101 1.87
2025-08-06 13F Texas Yale Capital Corp. 2,638 -46.31 352 -44.55
2025-08-08 13F Pnc Financial Services Group, Inc. 858,293 -3.75 114,419 -0.50
2025-08-13 13F Fort Sheridan Advisors Llc 7,902 -13.28 1,053 -10.38
2025-07-15 13F North Star Investment Management Corp. 15,145 3.15 2,019 6.60
2025-08-14 13F Kovitz Investment Group Partners, LLC 192,665 4.89 25,684 8.43
2025-08-08 13F Collaborative Wealth Managment Inc. 10,066 -5.94 1,342 -2.83
2025-07-18 13F SigFig Wealth Management, LLC 5,891 11.59 781 15.90
2025-07-23 13F New England Professional Planning Group Inc. 2,903 0.00 387 3.21
2025-08-07 13F Blackston Financial Advisory Group, LLC 41,462 -4.29 5,527 -1.06
2025-08-08 13F Blankinship & Foster, LLC 17,170 0.00 2,289 3.34
2025-07-21 13F Sageworth Trust Co 18,949 -0.19 2,526 3.19
2025-07-29 13F Financial Advisors, LLC 0 -100.00 0
2025-03-18 13F/A Bank Of America Corp /de/ Put 0 -100.00 0 -100.00
2025-08-12 13F Archer Investment Corp 8,741 0.00 1,165 3.37
2025-08-08 13F Arvest Bank Trust Division 0 -100.00 0
2025-08-14 13F Clarity Capital Advisors, LLC 17,248 5.16 2,299 8.70
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-07-30 13F Klingman & Associates, LLC 9,272 0.00 1,236 3.43
2025-07-31 13F Moloney Securities Asset Management, LLC 24,314 226.41 3,241 237.60
2025-07-09 13F Fiduciary Alliance LLC 8,254 32.34 1,100 36.82
2025-08-14 13F Cardiff Park Advisors, Llc 13,399 42.77 1,786 47.60
2025-08-28 NP SYMIX - AlphaCentric Symmetry Strategy Fund Class I 2,871 0.60 383 3.80
2025-07-10 13F Perkins Coie Trust Co 1,880 -0.53 251 2.88
2025-07-31 13F GenTrust, LLC 3,716 0.00 495 3.34
2025-08-05 13F Bank Of Montreal /can/ 644,693 0.74 85,944 4.14
2025-07-31 13F Curio Wealth, Llc 40 3,900.00 5 0.00
2025-07-28 13F CGC Financial Services, LLC 509 0.00 68 3.08
2025-07-21 13F Future Financial Wealth Managment LLC 1,200 0.00 160 3.25
2025-08-13 13F SageView Advisory Group, LLC 35,708 -4.85 4,861 0.43
2025-08-14 13F Lebenthal Global Advisors, LLC 31,472 -24.72 4,195 -22.19
2025-08-18 13F Brick & Kyle, Associates 2,191 0
2025-07-25 13F Investment Advisory Group, LLC 170,427 5.54 22,720 9.11
2025-07-30 13F Southern Farm Bureau Life Insurance 200,033 0.00 27 4.00
2025-07-16 13F Signature Resources Capital Management, LLC 60 0.00 8 0.00
2025-08-11 13F Diversified Portfolios, Inc. 21,928 0.47 2,923 3.87
2025-07-29 13F Monument Group Wealth Advisors, LLC 1,750 -18.11 233 -15.27
2025-07-23 13F Prime Capital Investment Advisors, LLC 48,489 -14.01 6,464 -11.11
2025-08-06 13F Strategic Financial Partners, Ltd. 2,270 0.00 303 3.42
2025-08-11 13F CFS Investment Advisory Services, LLC 4,441 0.18 1
2025-08-19 13F National Asset Management, Inc. 10,735 -60.06 1,431 -58.27
2025-07-21 13F DHJJ Financial Advisors, Ltd. 917 0.11 122 3.39
2025-07-21 13F Precedent Wealth Partners, Llc 17,887 3.15 2,385 6.62
2025-08-13 13F Annandale Capital, LLC 154,315 1.87 21 5.26
2025-08-13 13F Continuum Advisory, LLC 7,153 0.08 954 3.47
2025-08-14 13F Horizon Investments, LLC 84 0.00 11 10.00
2025-08-05 13F J. W. Coons Advisors, LLC 2,373 3.49 316 7.12
2025-07-02 13F Central Pacific Bank - Trust Division 26 0.00 3 0.00
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1,189 162
2025-07-28 13F RFG Advisory, LLC 26,772 14.61 3,569 18.46
2025-07-10 13F Bigelow Investment Advisors, LLC 13,321 0.71 1,776 4.11
2025-07-16 13F Register Financial Advisors LLC 6,055 19.90 807 23.96
2025-08-05 13F Dunhill Financial, LLC 1,928 4.10 257 7.98
2025-05-06 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0 -100.00
2025-07-14 13F CRA Financial Services, LLC 9,887 1.23 1,318 4.61
2025-08-12 13F Journey Strategic Wealth Llc 2,152 287
2025-08-14 13F Bnp Paribas Arbitrage, Sa 3,039 -67.34 405 -66.22
2025-07-22 13F Capital City Trust Co/fl 16,424 5.66 2,189 9.23
2025-07-31 13F Washington Trust Advisors, Inc. 447 0.00 60 3.51
2025-07-31 13F Manuka Financial, LLC 3,525 0.28 470 3.53
2025-08-14 13F Constant Guidance Financial LLC 5,069 107.41 860 173.02
2025-07-09 13F Breakwater Investment Management 42,356 -0.06 5,646 3.31
2025-08-14 13F C M Bidwell & Associates Ltd 10,386 -0.77 1,385 2.59
2025-07-25 13F Sovereign Financial Group, Inc. 41,610 4.42 5,547 7.94
2025-08-08 13F Hudock, Inc. 2,116 0.24 282 3.68
2025-08-13 13F Per Stirling Capital Management, LLC. 2,825 0.68 377 4.16
2025-07-22 13F Bay Harbor Wealth Management, LLC 566 0.00 75 4.17
2025-07-22 13F SOL Capital Management CO 4,649 -5.10 1
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 3,404 0.59 454 3.90
2025-07-29 13F Salomon & Ludwin, LLC 138,867 -3.86 18,748 0.64
2025-08-13 13F Russell Investments Group, Ltd. 3,519 245.68 469 258.02
2025-07-11 13F Eagle Bay Advisors LLC 3,407 0.00 454 3.42
2025-05-15 13F Angeles Investment Advisors, LLC 0 -100.00 0 -100.00
2025-08-11 13F Elite Financial, Inc. 17,598 -0.07 2 0.00
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 3,123 0.68 416 4.00
2025-07-08 13F Hickory Point Bank & Trust 19,415 5.83 2,588 9.43
2025-07-17 13F Archford Capital Strategies, LLC 5,937 -15.27 791 -12.40
2025-07-28 13F Delap Wealth Advisory, Llc 0 -100.00 0
2025-07-30 13F Exencial Wealth Advisors, Llc 148,637 2.09 19,815 5.53
2025-08-25 13F/A Neuberger Berman Group LLC 16,682 1.37 2,224 4.76
2025-07-29 13F AssuredPartners Investment Advisors, LLC 2,435 -85.09 325 -84.62
2025-08-01 13F First National Trust Co 154,338 -1.12 20,575 2.22
2025-07-28 13F Pettinga Financial Advisors, LLC 81,264 -0.60 10,833 2.75
2025-05-12 13F Blueprint Investment Partners LLC 0 -100.00 0
2025-07-21 13F Gray Private Wealth, LLC 2,197 0.00 293 3.18
2025-07-15 13F Gunma Bank,Ltd. 46,906 4.24 6 20.00
2025-08-14 13F Wimmer Associates 1, Llc 8,678 -3.15 1,157 0.52
2025-07-11 13F Trust Co Of Virginia /va 3,435 0.00 458 3.39
2025-07-17 13F Vermillion Wealth Management, Inc. 11,607 -1.17 1,547 2.18
2025-07-11 13F Mitchell & Pahl Private Wealth, Llc 3,256 0.00 434 3.58
2025-08-07 13F Parkside Financial Bank & Trust 32,324 12.77 4,309 16.59
2025-07-31 13F Prudent Man Advisors, LLC 20,065 0.40 2,675 3.76
2025-08-15 13F Blue Chip Partners, Inc. 12,182 1.32 1,624 4.71
2025-07-14 13F Park Avenue Securities Llc 89,678 10.99 12 10.00
2025-08-11 13F Delta Asset Management Llc/tn 636 0.00 85 2.44
2025-08-12 13F Twin Focus Capital Partners, Llc 12,466 382.99 1,662 400.30
2025-07-16 13F Octavia Wealth Advisors, LLC 73,959 1.54 9,859 4.96
2025-07-08 13F Twele Capital Management, Inc. 291,113 1.13 38,808 4.54
2025-07-14 13F Farmers & Merchants Investments Inc 1,840 0.00 245 3.38
2025-08-12 13F RiverFront Investment Group, LLC 1,700 0.00 227 3.20
2025-08-11 13F First American Trust, Fsb 8,676 1,157
2025-08-04 13F/A 626 Financial, LLC 1,686 0.00 225 3.23
2025-07-29 13F Clearview Wealth Advisors LLC 2,550 -1.77 340 1.50
2025-07-31 13F Topsail Wealth Management, LLC 1,479 0.00 197 3.68
2025-08-21 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-07-15 13F Sightline Wealth Advisors, LLC 6,028 45.46 804 50.37
2025-07-14 13F Sowell Financial Services LLC 28,276 2.20 3,770 5.66
2025-07-16 13F Beaumont Financial Advisors, LLC 7,213 -5.22 962 -2.04
2025-08-14 13F Coastal Bridge Advisors, LLC 1,592 0.00 212 3.41
2025-08-27 13F/A Squarepoint Ops LLC 2,954 394
2025-08-04 13F FRG Family Wealth Advisors LLC 31,503 4.93 4,200 8.47
2025-07-21 13F Monticello Wealth Management, Llc 20,273 -3.18 2,703 0.07
2025-07-30 13F Principle Wealth Partners Llc 119,932 -0.29 15,988 3.08
2025-07-14 13F S.A. Mason LLC 3,938 -1.87 525 1.35
2025-08-05 13F Snider Financial Group 14,271 0.07 1,902 3.43
2025-08-05 13F 5T Wealth, LLC 4,579 173.54 610 183.72
2025-08-12 13F Ade, Llc 4,604 -1.14 614 2.17
2025-07-29 13F Stephens Inc /ar/ 65,672 -11.82 8,755 -8.85
2025-08-12 13F Titleist Asset Management, Llc 6,506 -2.08 867 1.29
2025-08-14 13F Garden State Investment Advisory Services LLC 5,663 187.90 755 198.42
2025-07-16 13F John W. Brooker & Co., CPAs 8,451 1,147
2025-07-30 13F LGT Financial Advisors LLC 1,860 1.36 248 5.08
2025-05-06 13F Greenwood Gearhart Inc 0 -100.00 0
2025-08-11 13F Bradley Foster & Sargent Inc/ct 12,905 274.06 1,720 287.39
2025-07-17 13F Patton Albertson Miller Group, Llc 7,845 -4.56 1,046 -1.42
2025-08-01 13F Reliant Investment Partners, LLC 3,713 0.05 495 3.35
2025-08-14 13F Daiwa Securities Group Inc. 3,414 4.40 0
2025-07-14 13F Pacifica Partners Inc. 677 0.00 90 5.95
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 7,065 0.00 911 0.00
2025-07-15 13F Oxinas Partners Wealth Management LLC 30,155 1.10 4,020 4.50
2025-08-14 13F Paradigm Capital Management, LLC/NV 65,114 -5.55 9 0.00
2025-07-31 13F Blue Sky Capital Consultants Group, Inc. 2,200 0.00 293 3.53
2025-08-11 13F Resurgent Financial Advisors LLC 2,932 0.00 391 3.17
2025-07-24 13F Brandywine Oak Private Wealth Llc 9,542 0.21 1,272 3.58
2025-05-16 13F Meiji Yasuda Life Insurance Co 0 -100.00 0
2025-07-15 13F Legacy Financial Group LLC 1,943 -3.33 259 -0.39
2025-08-05 13F Simplex Trading, Llc 4,927 -35.05 1
2025-08-18 13F Tyler-Stone Wealth Management 12,101 0.50 1,613 3.93
2025-07-30 13F Clune & Associates, Ltd. 17,123 1.89 2,283 5.31
2025-07-17 13F Sterling Wealth Advisors Inc 1,892 0.00 255 4.94
2025-07-25 13F Gw Henssler & Associates Ltd 87,329 6.53 11,642 10.12
2025-08-06 13F AE Wealth Management LLC 194,289 11.94 25,901 15.72
2025-08-13 13F First Trust Advisors Lp 18,568 42.70 2,475 47.50
2025-04-11 13F Piscataqua Savings Bank 0 -100.00 0
2025-08-12 13F Park Square Financial Group, LLC 1,829 10.51 244 14.08
2025-08-06 13F North Capital, Inc. 1,436 0.42 191 3.80
2025-07-14 13F Opal Wealth Advisors, LLC 1,755 0.92 234 4.02
2025-08-12 13F Nemes Rush Group LLC 1,924 1.05 257 4.49
2025-07-15 13F Graypoint LLC 20,417 -6.17 2,722 -3.03
2025-07-10 13F Uptown Financial Advisors LLC 7,049 0.00 940 3.30
2025-07-29 13F Ballast, Inc. 0 -100.00 0
2025-07-11 13F Kapstone Financial Advisors LLC 31,408 -0.80 4,187 2.55
2025-08-13 13F Fiduciary Group LLC 37,016 4.38 4,935 7.89
2025-07-21 13F Fortis Capital Advisors, LLC 2,716 -2.44 362 0.84
2025-07-23 13F Richardson Capital Management LLC 11,345 0.11 1,512 3.49
2025-07-01 13F Burkett Financial Services, Llc 12,098 0.25 1,613 3.60
2025-07-30 13F Insight Advisors, LLC/ PA 6,329 0.00 844 3.31
2025-07-29 13F Kanawha Capital Management Llc 2,713 0.00 362 3.44
2025-08-15 13F Hayek Kallen Investment Management 19,299 0.10 3 0.00
2025-08-08 13F Altfest L J & Co Inc 4,444 1.25 592 4.59
2025-07-21 13F Kennebec Savings Bank 536 0.00 71 2.90
2025-08-08 13F Pinney & Scofield, Inc. 100 0.00 13 8.33
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 16,700 -3.47 2,226 0.91
2025-07-17 13F Smith Chas P & Associates Pa Cpas 2,558 11.07 341 15.20
2025-07-08 13F FF Advisors,LLC 14,503 0.12 1,933 6.56
2025-05-15 13F Gts Securities Llc 0 -100.00 0
2025-07-22 13F Old National Bancorp /in/ 239,739 32.68 31,960 37.15
2025-07-18 13F Lynx Investment Advisory 9,585 35.46 1,278 40.02
2025-08-06 13F Pekin Hardy Strauss, Inc. 27,782 4.75 3,704 8.27
2025-07-15 13F Tepp RIA, LLC 125,823 0.08 16,774 3.45
2025-07-29 13F Fundamentun, Llc 15,046 49.88 2,006 54.95
2025-08-08 13F Avantax Advisory Services, Inc. 314,722 6.06 41,956 9.64
2025-07-03 13F CPA Asset Management LLC 8,798 0.00 1,173 3.35
2025-07-30 13F Black Diamond Financial, LLC 10,338 163.66 1,378 172.87
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 810,168 -0.84 108,003 2.50
2025-08-12 13F Jaffetilchin Investment Partners, LLC 9,129 -0.07 1,217 3.40
2025-07-23 13F BankPlus Trust Department 6,458 0.00 861 3.37
2025-07-16 13F St Germain D J Co Inc 415 280.73 55 292.86
2025-07-28 13F BRYN MAWR TRUST Co 35,448 -1.57 4,726 1.74
2025-08-05 13F Sunburst Financial Group, LLC 32,973 -0.29 4,396 3.07
2025-07-17 13F Hengehold Capital Management Llc 4,181 0.02 557 3.34
2025-08-04 13F MeadowBrook Investment Advisors LLC 190 0.00 25 4.17
2025-08-11 13F Tidemark, LLC 831 0.00 111 2.80
2025-07-18 13F PBMares Wealth Management LLC 3,301 0.06 440 3.53
2025-07-28 13F Alpine Woods Capital Investors, Llc 3,200 0.00 427 3.40
2025-08-15 13F First Heartland Consultants, Inc. 4,484 13.75 598 17.52
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 39,245 -10.35 5,232 -7.33
2025-07-17 13F Grandview Asset Management LLC 88,074 1.79 12 0.00
2025-08-11 13F Ironsides Asset Advisors, LLC 33,713 -0.44 4,494 2.93
2025-08-04 13F AMG National Trust Bank 73,959 -2.43 9,860 0.86
2025-08-12 13F Quadcap Wealth Management, LLC 55,412 -2.53 7,387 0.75
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 4,739 0.25 632 3.61
2025-08-14 13F Icon Wealth Advisors, LLC 1,441 5.18 192 9.09
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 11,038 -5.99 1,472 -2.84
2025-07-31 13F BIP Wealth, LLC 53,583 -4.52 7,143 -1.30
2025-07-28 13F Axxcess Wealth Management, Llc 7,687 13.93 1,025 17.70
2025-07-25 13F waypoint wealth counsel 73,512 1.32 9,800 4.73
2025-07-07 13F Roxbury Financial LLC 22 0.00 3 0.00
2025-08-14 13F Qube Research & Technologies Ltd 3,661 -0.95 488 2.52
2025-08-11 13F Nordwand Advisors, LLC 1,200 160
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 4,048 0.57 540 4.05
2025-08-13 13F Elgethun Capital Management 3,700 0.00 493 3.35
2025-08-14 13F Pennington Partners & Co., Llc 3,073 0.00 410 3.28
2025-08-11 13F Aspen Investment Management Inc 2,075 0.00 0
2025-09-05 13F Ghe, Llc 0 -100.00 0
2025-07-08 13F Legacy Private Trust Co. 3,016 -8.63 402 -5.41
2025-08-14 13F Harvest Investment Services, LLC 1,530 204
2025-08-14 13F Synovus Financial Corp 48,913 7.47 6,521 11.11
2025-07-23 13F Sax Wealth Advisors, Llc 5,083 0.00 678 3.36
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-08-13 13F Wellspring Financial Advisors, LLC 2,787,908 0.57 64,031 4.64
2025-05-15 13F/A Orion Portfolio Solutions, LLC 43,110 18.70 5,559 19.99
2025-08-13 13F Schroder Investment Management Group 21,064 5.12 2,808 8.67
2025-08-12 13F AlphaCore Capital LLC 3,377 186.19 450 196.05
2025-05-01 13F Lane & Associates LLC 46,450 19.19 5,990 16.13
2025-07-10 13F Sovran Advisors, LLC 6,635 7.22 894 19.54
2025-08-14 13F Cura Wealth Advisors, Llc 1,900 0.00 253 3.27
2025-08-15 13F CI Private Wealth, LLC 459,022 92.79 61,193 99.30
2025-05-01 13F High Note Wealth, LLC 0 -100.00 0
2025-07-30 13F LifeWealth Investments, LLC 4,842 37.83 646 42.38
2025-08-13 13F RIA Advisory Group LLC 2,097 0.29 279 3.72
2025-08-13 13F Quadrant Capital Group Llc 4,541 0.00 605 3.42
2025-08-13 13F Jones Financial Companies Lllp 2,143,196 13.84 284,069 18.26
2025-08-06 13F ETF Store, Inc. 1,661 -9.48 221 -6.36
2025-08-14 13F Bragg Financial Advisors, Inc 5,633 112.17 751 119.30
2025-08-12 13F Cornerstone Wealth Management, LLC 8,329 -2.97 1,110 0.36
2025-08-14 13F MGB Wealth Management, LLC 2,562 -3.61 340 0.29
2025-07-22 13F USAdvisors Wealth Management, LLC 2,163 -2.57 0
2025-08-28 NP GPIGX - GuidePath(R) Growth and Income Fund 208,788 -10.50 27,834 -7.48
2025-07-11 13F/A Umb Bank N A/mo 10,323 0.00 1,376 3.38
2025-07-24 13F Papp L Roy & Associates 2,891 -9.40 385 -6.33
2025-08-11 13F Cornerstone Planning Group LLC 922 -19.97 124 -12.14
2025-07-08 13F Rise Advisors, LLC 886 0.57 118 4.42
2025-07-08 13F GK Wealth Management LLC 1,672 0.18 223 3.26
2025-07-15 13F Oregon Pacific Wealth Management, LLC 2,802 -1.51 374 1.91
2025-08-14 13F Wilkins Miller Wealth Management, LLC 21,353 11.36 2,847 15.13
2025-08-14 13F Hurley Capital, LLC 597 0.17 80 3.95
2025-08-14 13F Federation des caisses Desjardins du Quebec 18,883 2.07 2,517 5.53
2025-07-23 13F Tectonic Advisors Llc 0 -100.00 0
2025-08-12 13F Calton & Associates, Inc. 2,342 17.69 312 21.88
2025-07-18 13F Pure Financial Advisors, Inc. 2,731 -7.95 364 -4.71
2025-08-13 13F Elios Financial Group Inc. 4,332 8.22 577 11.82
2025-08-13 13F Cheviot Value Management, LLC 2,662 -1.84 360 6.19
2025-07-30 13F Sloy Dahl & Holst, LLC 1,565 -3.10 209 0.00
2025-07-15 13F Missouri Trust & Investment Co 556 0.00 74 4.23
2025-07-31 13F LJI Wealth Management, LLC 10,199 1.62 1,360 5.02
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-05 13F Intellectus Partners, LLC 21,350 0.00 2,846 3.38
2025-07-30 NP ENDW - Cambria Endowment Style ETF 402 52
2025-08-06 13F Maltin Wealth Management, Inc. 3,297 0.49 440 3.78
2025-08-14 13F Greenline Partners, LLC 2,092 0.05 279 3.35
2025-04-22 13F Rappaport Reiches Capital Management, LLC 1,554 200
2025-08-13 13F MBM Wealth Consultants, LLC 328,449 2.12 43,786 5.57
2025-08-14 13F GWM Advisors LLC 301,244 1.05 40,159 4.46
2025-07-25 13F McNamara Financial Services, Inc. 17,299 21.37 2,306 25.46
2025-07-09 13F StrongBox Wealth, LLC 25,203 3.83 3,360 7.32
2025-08-06 13F Eukles Asset Management 19,147 -0.69 2,553 2.65
2025-07-15 13F Norden Group Llc 3,496 -11.81 466 -8.81
2025-08-08 13F Flaharty Asset Management, LLC 835 -2.34 111 0.91
2025-08-08 13F Fortis Group Advisors, LLC 2,240 -71.45 299 -70.52
2025-07-31 13F Planning Center, Inc. 1,820 -3.50 243 -0.41
2025-08-07 13F Rossmore Private Capital 9,317 0.00 1,242 3.41
2025-07-17 13F Tempus Wealth Planning, LLC 12,263 -4.71 1,635 -1.51
2025-07-22 13F Grimes & Company, Inc. 22,687 6.59 3,024 10.20
2025-07-22 13F Simplicity Wealth,LLC 73,990 81.34 9,864 87.47
2025-08-12 13F LPL Financial LLC 6,165,984 7.04 821,987 10.65
2025-08-13 13F Capital Analysts, Inc. 69,405 0.60 9 12.50
2025-08-04 13F Great Lakes Retirement, Inc. 4,730 0.00 631 3.45
2025-08-07 13F Clarity Wealth Advisors, LLC 2,848 0.00 380 3.27
2025-07-10 13F Clare Market Investments LLC 0 -100.00 0
2025-07-23 13F Citizens National Bank Trust Department 20,595 0.88 2,746 4.29
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 86,061 10.53 11,473 14.26
2025-08-08 13F Glassman Wealth Services 13,769 0.00 1,836 3.38
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3,646 68.95 486 74.82
2025-07-07 13F RDA Financial Network 61,129 0.16 8,149 3.55
2025-07-25 13F M.e. Allison & Co., Inc. 20,048 0.02 2,673 3.41
2025-08-06 13F First Horizon Advisors, Inc. 112,479 6.35 14,995 9.94
2025-08-11 13F Citigroup Inc 76,948 -9.32 10,258 -6.27
2025-07-16 13F Gradient Capital Advisors, LLC 5,652 -3.80 753 -0.53
2025-07-08 13F Parallel Advisors, LLC 44,275 2.09 5,902 5.54
2025-08-13 13F Truvestments Capital Llc 119 0.85 16 0.00
2025-08-14 13F New England Asset Management Inc 246,580 -0.99 32,872 2.35
2025-07-09 13F Bank of New Hampshire 532 -5.34 71 -2.78
2025-07-17 13F Smith Anglin Financial, LLC 3,426 24.27 457 28.45
2025-07-24 13F PayPay Securities Corp 98 -2.00 13 8.33
2025-07-24 13F Fulcrum Capital LLC 10,765 0.00 1,435 3.39
2025-07-25 13F Ruedi Wealth Management, Inc. 0 -100.00 0
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-07-08 13F Heartwood Wealth Advisors LLC 261,397 2.36 34,847 5.82
2025-07-09 13F FOCUS Wealth Advisors, LLC 6,107 -18.40 814 -15.65
2025-08-14 13F Diversify Wealth Management, Llc 17,686 2.83 2,416 13.00
2025-07-16 13F MBE Wealth Management, LLC 3,263 -11.88 435 -9.01
2025-07-22 13F Iron Horse Wealth Management, LLC 268,260 2.09 35,762 5.53
2025-07-02 13F InvesTrust 14,685 -0.66 1,958 2.68
2025-07-11 13F Farther Finance Advisors, LLC 26,790 12.41 3,571 16.47
2025-07-17 13F Catalytic Wealth RIA, LLC 33,495 -21.36 4,465 -18.71
2025-07-18 13F PFG Investments, LLC 42,932 -2.38 5,723 0.92
2025-07-17 13F First County Bank /CT/ 20,762 -0.48 2,768 2.86
2025-07-31 13F Strait & Sound Wealth Management LLC 1,570 -27.85 209 -25.36
2025-07-18 13F Forza Wealth Management, LLC 29,671 27.35 3,955 31.66
2025-07-14 13F Sweeney & Michel, Llc 36,973 0.36 4,988 17.95
2025-08-11 13F McDonough Capital Management, Inc 1,869 0.00 249 3.32
2025-08-05 13F GPS Wealth Strategies Group, LLC 2,777 15.37 370 19.35
2025-07-29 13F ShoreHaven Wealth Partners, LLC 0 -100.00 0
2025-07-02 13F McAlister, Sweet & Associates, Inc. 4,900 -1.41 653 2.03
2025-08-13 13F Oxler Private Wealth LLC 50,788 -4.76 6,771 -1.56
2025-08-04 13F Flagship Harbor Advisors, Llc 72,147 0.98 9,618 4.39
2025-08-07 13F Legacy Advisors, LLC 0 -100.00 0
2025-08-01 13F Howard Capital Management Inc. 1,132,957 8.50 151,034 12.16
2025-08-12 13F Pfc Capital Group, Inc. 2,039 -0.63 0
2025-08-27 13F/A Brinker Capital Investments, LLC 37,169 -13.78 4,955 -10.87
2025-07-22 13F Romano Brothers And Company 79,633 -1.12 10,616 2.21
2025-08-04 13F Saxony Capital Management, LLC 2,904 0.00 387 3.48
2025-08-12 13F O'shaughnessy Asset Management, Llc 38,423 5.11 5,122 8.66
2025-07-03 13F Trinity Financial Advisors LLC 46,363 -2.72 6,181 4.50
2025-07-31 13F Oppenheimer & Co Inc 11,524 67.57 1,536 73.36
2025-07-17 13F Greenleaf Trust 3,200 0.00 427 3.40
2025-07-21 13F Barrett & Company, Inc. 3,075 0.00 410 3.28
2025-07-22 13F Sage Financial Group Inc 3,508 0.57 468 4.01
2025-07-23 13F Avantra Family Wealth, Inc. 0 -100.00 0
2025-08-14 13F SWAN Capital LLC 45,377 -48.52 6,049 -46.78
2025-07-11 13F Diversified Trust Co 19,340 17.38 2,578 21.37
2025-07-09 13F Breakwater Capital Group 2,822 3.64 376 7.12
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 489,308 -1.97 66,453 3.24
2025-07-23 13F Next Level Wealth Planning, LLC 7,490 15.66 998 19.52
2025-07-18 13F Trust Co Of Vermont 25,659 -15.94 3,421 -13.11
2025-08-05 13F Commonwealth Retirement Investments LLC 4,513 13.36 602 17.15
2025-08-08 13F Horrell Capital Management, Inc. 185 0.00 25 4.35
2025-07-01 13F First National Bank Sioux Falls 6,691 0.28 892 3.60
2025-08-14 13F Heritage Wealth Management, Inc. 2,619 0.00 349 3.56
2025-08-08 13F Allianz Se 560 0.00 75 2.78
2025-07-31 13F WFA Asset Management Corp 577 0.70 68 -1.45
2025-08-12 13F Minot DeBlois Advisors LLC 350 -9.33 47 -6.12
2025-08-14 13F Harwood Advisory Group, LLC 781 -29.13 104 -25.71
2025-07-16 13F Stephenson National Bank & Trust 3,300 -17.29 440 -14.59
2025-08-14 13F Gen-Wealth Partners Inc 432 0.00 58 3.64
2025-08-13 13F Renaissance Technologies Llc 23,600 -54.62 3,146 -53.08
2025-08-11 13F Novak & Powell Financial Services, Inc. 3,036 -3.37 405 -0.25
2025-04-28 13F Redmont Wealth Advisors Llc 3,491 4.49 450 5.63
2025-08-14 13F TCG Advisory Services, LLC 16,914 -4.09 2,255 -0.88
2025-08-12 13F Coston, McIsaac & Partners 194 0.52 0
2025-08-12 13F Wood Tarver Financial Group, LLC 558 0.00 0 -100.00
2025-08-12 13F one8zero8, LLC 0 -100.00 0
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 50,467 334.76 6,728 350.57
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0 -100.00
2025-04-08 13F Avenue 1 Advisors, LLC 0 -100.00 0
2025-08-12 13F Inscription Capital, LLC 0 -100.00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-04 13F Atria Investments Llc 49,890 11.29 6,651 15.05
2025-08-14 13F Hara Capital LLC 1,276 -4.49 170 -1.16
2025-07-23 13F Roundview Capital LLC 18,852 0.27 2,513 3.67
2025-08-14 13F Mpwm Advisory Solutions, Llc 1,589 -14.06 212 -11.34
2025-04-15 13F Transform Wealth, LLC 8,947 -17.13 1,154 -16.27
2025-08-18 13F Finward Bancorp 9,353 -2.30 1,247 0.97
2025-04-18 13F Wolf Group Capital Advisors 0 -100.00 0 -100.00
2025-08-08 13F Foundations Investment Advisors, LLC 30,116 -47.70 4,015 -45.95
2025-07-25 13F Yarger Wealth Strategies, Llc 54,427 -1.07 7,256 2.27
2025-07-14 13F Rooted Wealth Advisors, Inc. 55,244 3.88 7,452 19.75
2025-04-17 13F Montecito Bank & Trust 24,348 -0.98 3,140 0.06
2025-07-30 13F Syntegra Private Wealth Group, LLC 3,600 0.00 480 3.23
2025-05-29 NP IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y 12,628 -8.33 1,629 -7.34
2025-07-25 13F Lodestar Private Asset Management Llc 18,802 -0.67 2,507 2.66
2025-08-04 13F Mayflower Financial Advisors, LLC 7,125 0.59 950 3.94
2025-07-11 13F Prosperity Planning, Inc. 2,003 -0.40 267 2.70
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 7,000 -5.28 933 -2.10
2025-08-07 13F CENTRAL TRUST Co 114,235 -12.82 15,229 -9.88
2025-07-15 13F Retirement Income Solutions, Inc 3,444 0.00 459 3.38
2025-08-06 13F Founders Financial Securities Llc 13,121 -0.32 1,749 7.37
2025-08-08 13F Fusion Capital, LLC 4,297 1.56 573 4.95
2025-07-31 13F Hartford Financial Management Inc. 1 0.00 0
2025-08-18 13F/A Kestra Investment Management, LLC 3,311 101.40 441 108.02
2025-07-25 13F Sather Financial Group Inc 1,659 0.00 221 3.76
2025-04-02 13F Marcum Wealth, LLC 7,335 -8.07 946 -7.17
2025-05-07 13F Financially Speaking Inc 0 -100.00 0
2025-07-17 13F LVW Advisors, LLC 9,200 -24.47 1,226 -21.91
2025-08-06 13F Vestmark Advisory Solutions, Inc. 149,558 29.28 19,938 33.64
2025-07-14 13F Sentinel Pension Advisors Inc 1,936 0.05 258 3.61
2025-05-01 13F Stillwater Wealth Management Group 3,478 449
2025-08-12 13F Guerra Advisors Inc 45,183 6,023
2025-08-07 13F Efficient Advisors, LLC 0 -100.00 0
2025-07-18 13F Cooper Financial Group 1,917 10.68 255 14.35
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 0 -100.00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 10,647 1,419
2025-07-15 13F Unified Investment Management 1,716 0.00 229 3.17
2025-08-14 13F Benjamin Edwards Inc 42,471 13.35 5,662 17.18
2025-08-11 13F Bell Investment Advisors, Inc 230 0.00 31 3.45
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Aqr Capital Management Llc 42,440 48.30 5,658 53.31
2025-08-08 13F IMA Wealth, Inc. 0 -100.00 0
2025-08-12 13F Weaver Consulting Group 17,071 0.71 2,276 4.12
2025-08-14 13F Graney & King, LLC 414 -8.20 55 -5.17
2025-08-14 13F Snowden Capital Advisors LLC 12,160 -39.42 1,621 -37.36
2025-07-22 13F Compass Financial Group, INC/SD 7,565 1.60 1,008 5.00
2025-08-13 13F Boston Family Office Llc 4,740 0.00 1
2025-07-09 13F Fragasso Group Inc. 6,291 11.07 839 14.79
2025-07-10 13F High Net Worth Advisory Group LLC 94,985 1.40 12,664 4.81
2025-07-16 13F TCI Wealth Advisors, Inc. 3,068 -6.12 409 -2.85
2025-08-12 13F Running Point Capital Advisors, LLC 150 0.00 20 0.00
2025-07-03 13F First Hawaiian Bank 157,149 -1.34 20,950 1.99
2025-07-22 13F MBL Wealth, LLC 1,501 200
2025-08-08 13F Grandfield & Dodd, Llc 1,994 266
2025-07-15 13F Smith & Howard Wealth Management, LLC 1,908 0.00 254 3.25
2025-08-12 13F Hanover Advisors Inc 31,733 -4.79 4,230 -1.58
2025-08-13 13F Alerus Financial Na 1,467 196
2025-05-02 13F Pinkerton Retirement Specialists, LLC 0 -100.00 0
2025-07-10 13F Charter Oak Capital Management, LLC 13,445 1.67 1,792 5.10
2025-08-07 13F Montag A & Associates Inc 3,455 0.00 461 3.37
2025-08-27 NP HCMNX - HCM Dividend Sector Plus Fund Class A Shares 1,132,957 8.50 151,034 12.16
2025-08-13 13F Measured Wealth Private Client Group, LLC 173,799 0.28 23,169 3.66
2025-07-18 13F SOA Wealth Advisors, LLC. 3,334 -19.93 444 -17.16
2025-08-06 13F Nicholas Hoffman & Company, LLC. 3,561 2.89 475 6.28
2025-07-09 13F GSG Advisors LLC 211,438 0.02 28,187 8.69
2025-07-21 13F Zwj Investment Counsel Inc 13,050 -5.97 1,740 -2.79
2025-07-28 13F WealthPlan Investment Management, LLC 1,967 0.41 262 3.97
2025-07-16 13F RWM Asset Management, LLC 49,204 -1.27 6,559 2.05
2025-08-01 13F FSA Advisors, Inc. 1,841 -2.18 245 1.24
2025-07-21 13F Jackson Wealth Management, LLC 21,757 1.27 2,900 4.66
2025-08-08 13F Capital Investment Advisory Services, LLC 33,406 3.75 4,453 7.25
2025-07-29 13F Northwest Quadrant Wealth Management, LLC 1,557 208
2025-08-08 13F Hartland & Co., LLC 128,098 22.56 17,077 26.69
2025-08-12 13F OneAscent Financial Services LLC 52,188 -49.15 7 -46.15
2025-08-01 13F Advisory Alpha, LLC 4,754 40.32 634 45.18
2025-08-08 13F Oak Harvest Investment Services 179,271 -0.89 23,899 2.45
2025-08-08 13F Campbell Deegan Wealth Management, LLC 1,956 0.62 261 4.00
2025-08-08 13F MTM Investment Management, LLC 1,045 139
2025-08-08 13F Cetera Investment Advisers 1,809,762 11.52 241,259 15.29
2025-08-14 13F Susquehanna International Group, Llp 16,323 29.48 2,176 33.91
2025-07-24 13F KFA Private Wealth Group, LLC 10,576 2.31 1,410 5.78
2025-08-14 13F Susquehanna International Group, Llp Call 307,100 -1.10 40,940 2.24
2025-08-14 13F Susquehanna International Group, Llp Put 81,000 -25.82 10,798 -23.32
2025-05-01 13F Schechter Investment Advisors, LLC 3,751 0.00 484 1.05
2025-07-23 13F Laraway Financial Inc 2,986 2.23 398 5.85
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 4,053 0.60 540 4.05
2025-08-13 13F Johnson Financial Group, Inc. 104,169 14,530.48 13,887 15,159.34
2025-07-24 13F WMG Financial Advisors, LLC 2,119 0.00 282 3.30
2025-08-01 13F Integral Investment Advisors, Inc. 9,265 0.22 1,235 3.61
2025-07-31 13F GLOBALT Investments LLC / GA 9,296 -10.24 1,239 -7.19
2025-08-07 13F Roberts Glore & Co Inc /il/ 2,918 0.00 389 3.19
2025-07-17 13F Genesis Private Wealth, Llc 2,137 285
2025-07-07 13F Investors Research Corp 55,271 5.68 7,368 9.25
2025-08-14 13F Acorn Wealth Advisors, LLC 1,665 -3.42 222 -0.45
2025-07-28 13F RMR Capital Management, LLC 2,082 -19.18 278 -16.57
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 322,077 -2.28 42,936 1.02
2025-07-18 13F Truist Financial Corp 930,504 -2.85 124,046 0.42
2025-07-31 13F Opes Wealth Management LLC 17,147 -0.64 2,286 2.70
2025-07-17 13F Gleason Group, Inc. 61,794 6,890.27 8,238 7,125.44
2025-08-06 13F Adviser Investments LLC 86,982 -1.60 11,596 1.72
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 4,486 0.00 598 3.46
2025-08-14 13F Connecticut Wealth Management, LLC 21,191 -0.71 2,825 2.62
2025-08-14 13F Archetype Wealth Partners 124,090 -38.40 17 -36.00
2025-07-29 13F Calamos Wealth Management LLC 2,612 348
2025-04-30 13F Sofos Investments, Inc. 319 39.30 41 51.85
2025-05-16 13F Stance Capital Llc 0 -100.00 0
2025-07-11 13F Arthur M. Cohen & Associates, Llc 97,189 4.40 12,956 7.92
2025-07-09 13F Thrive Wealth Management, LLC 8,002 0.59 1,067 4.00
2025-08-12 13F Chaney Capital Management, Inc. 45,683 -4.21 6,090 -0.98
2025-08-04 13F Quaker Wealth Management, LLC 167,307 22,304
2025-07-29 13F Latitude Advisors, LLC 2,140 0.00 285 3.64
2025-07-23 13F Seamount Financial Group Inc 6,120 3.00 816 6.40
2025-08-14 13F EP Wealth Advisors, Inc. 99,601 18.21 13,278 22.20
2025-07-31 13F Kathleen S. Wright Associates Inc. 10,581 40.52 1,411 45.21
2025-08-05 13F Texas Bank & Trust Co 2,646 0.00 353 3.23
2025-07-14 13F LaFleur & Godfrey LLC 5,277 0.11 703 3.53
2025-08-11 13F United Advisor Group, LLC 2,233 -9.45 298 -6.60
2025-08-11 13F Mindset Wealth Management, Llc 1,873 0.00 250 3.32
2025-07-29 13F Regions Financial Corp 205,316 -0.56 27,371 2.79
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 364 0.00 49 4.35
2025-08-14 13F First Citizens Asset Management, Inc. 3,756 -17.10 501 -14.38
2025-07-31 13F Ingalls & Snyder Llc 2,960 0.00 0
2025-08-13 13F Mayfair Advisory Group, LLC 4,871 1.23 659 6.29
2025-08-13 13F Luminist Capital LLC 24,639 8,367.01 3,315 8,859.46
2025-08-15 13F Provenance Wealth Advisors, LLC 3,653 0.00 487 3.18
2025-08-12 13F Mystic Asset Management, Inc. 2,677 8.78 357 12.30
2025-08-14 13F Sentinus, LLC 2,243 299
2025-05-28 13F Silicon Valley Capital Partners 1,292 129,100.00 165
2025-07-14 13F Infinity Wealth Counsel, LLC 29,079 0.50 3,877 3.89
2025-07-23 13F Winthrop Advisory Group LLC 7,110 0.13 948 3.50
2025-07-10 13F Arbor Wealth Advisors LLC 4,909 0.00 654 3.32
2025-08-11 13F Heritage Wealth Advisors 3,612 -2.03 482 1.26
2025-05-07 13F WMS Partners, LLC 0 -100.00 0
2025-08-05 13F Arrowroot Family Office, LLC 21,479 9.36 2,863 14.25
2025-07-22 13F Ffg Retirement Advisors Llc 47,033 6.96 6,270 10.56
2025-07-31 13F Burke & Herbert Bank & Trust Co 23,194 -0.12 3,092 3.24
2025-08-01 13F Anson Capital, Inc. 5,885 -0.30 785 3.02
2025-08-14 13F Dagco, Inc. 206,019 6.38 27,464 9.97
2025-05-15 13F Citadel Advisors Llc 0 -100.00 0 -100.00
2025-07-08 13F Lowe Wealth Advisors, LLC 30,727 5.68 4,096 9.26
2025-08-18 13F/A National Bank Of Canada /fi/ 11,249 -2.00 1,499 1.35
2025-07-22 13F Team Financial Group, LLC 3,789 19.53 505 23.77
2025-08-07 13F Hughes Financial Services, LLC 432 0.00 58 5.45
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 198,851 28.87 26,509 33.22
2025-07-29 13F Dumont & Blake Investment Advisors Llc 45,665 -0.12 6,088 3.26
2025-08-08 13F Mv Capital Management, Inc. 4,912 0.00 655 3.32
2025-07-17 13F Scott & Selber, Inc. 3,834 -2.19 1
2025-07-25 13F PrairieView Partners, LLC 191 8.52 0
2025-08-13 13F JT Stratford LLC 10,279 0.42 1,370 3.79
2025-08-06 13F New Millennium Group LLC 543 0.00 72 2.86
2025-08-14 13F Vista Capital Partners, Inc. 2,540 0.00 339 3.36
2025-07-25 13F Verdence Capital Advisors LLC 27,097 0.08 3,612 3.47
2025-08-01 13F Alexander Labrunerie & Co., Inc. 13,074 4.73 1,743 8.27
2025-07-17 13F TBH Global Asset Management, LLC 128,337 -8.89 15,381 -5.84
2025-08-04 13F Clear Investment Research, Llc 38 0.00 5 25.00
2025-08-07 13F Flagship Wealth Advisors, Llc 115,155 -9.11 15,351 -6.04
2025-08-11 13F Avantax Planning Partners, Inc. 71,089 2.74 9,477 6.21
2025-08-14 13F Mariner, LLC 538,670 0.16 71,808 3.58
2025-04-25 13F Smallwood Wealth Investment Management, LLC 550 71
2025-07-29 13F Northeast Investment Management 4,004 0.00 534 3.29
2025-07-03 13F TrueWealth Advisors, LLC 4,412 13.74 588 17.60
2025-07-30 13F Rehmann Capital Advisory Group 0 -100.00 0
2025-08-11 13F Lcnb Corp 3,770 -1.08 503 2.24
2025-07-16 13F Dakota Wealth Management 13,653 0.04 1,820 3.41
2025-07-24 13F Cyndeo Wealth Partners, LLC 2,878 0.10 384 3.51
2025-08-14 13F Citadel Advisors Llc Call 428,700 6.51 57,150 10.10
2025-08-13 13F Townsquare Capital Llc 34,531 -82.25 4,603 -81.66
2025-08-14 13F Citadel Advisors Llc Put 105,100 31.87 14,011 36.31
2025-08-13 13F Cary Street Partner Investment Advisory Llc 67 -64.74 9 -66.67
2025-07-15 13F Bfsg, Llc 4,688 -1.57 625 1.63
2025-08-08 13F Better Money Decisions, LLC 4,329 -3.82 577 -0.52
2025-07-07 13F Capital Asset Advisory Services LLC 2,557 0.04 344 4.24
2025-08-05 13F Freestone Capital Holdings, LLC 10,814 -0.16 1,442 3.22
2025-07-16 13F Newton One Investments LLC 1,288 -21.84 172 -19.34
2025-07-30 13F CORDA Investment Management, LLC. 34,442 -3.53 4,592 -0.28
2025-08-14 13F Raymond James Financial Inc 7,491,066 2.45 998,634 5.90
2025-07-16 13F BOS Asset Management, LLC 1,608 0.00 214 3.38
2025-07-18 13F Centricity Wealth Management, LLC 380 0.00 51 2.04
2025-08-29 NP MODRX - WisdomTree Siegel Moderate Digital Fund 74 4.23 10 0.00
2025-05-09 13F Barings Llc 0 -100.00 0
2025-07-31 13F AF Advisors, Inc. 78,863 10,513
2025-08-13 13F Raab & Moskowitz Asset Management LLC 73,150 -2.58 9,752 0.70
2025-08-14 13F Wharton Business Group, LLC 894,315 0.43 119 4.39
2025-08-12 13F Wayfinding Financial, LLC 0 -100.00 0
2025-08-14 13F Talisman Wealth Advisors LLC 51,230 4.57 6,830 8.11
2025-08-13 13F Willis Johnson & Associates, Inc. 7,671 0.29 1,023 3.65
2025-08-14 13F Oxford Financial Group Ltd 15,875 0.00 2,116 3.37
2025-07-25 13F Wells Financial Advisors INC 26,892 -1.22 3,585 2.11
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 2,601 10.40 347 14.19
2025-07-17 13F Alpine Bank Wealth Management 4,741 15.63 632 19.70
2025-07-15 13F Home Federal Bank Of Tennessee 1,838 0.00 245 3.38
2025-07-16 13F Old Port Advisors 22,241 -3.58 2,965 -0.34
2025-08-13 13F GeoWealth Management, LLC 29,499 699.43 3,933 727.79
2025-07-28 13F Cutler Investment Counsel Llc 4,310 0.00 575 3.42
2025-07-29 13F Tide Cove Capital Partners LLC 60,165 1.85 8,190 7.51
2025-08-05 13F Fortress Wealth Group, LLC 3,410 6.50 458 15.08
2025-08-04 13F Roble, Belko & Company, Inc 198,122 0.07 26 4.00
2025-08-13 13F IAG Wealth Partners, LLC 385 0.00 51 4.08
2025-07-09 13F Procyon Private Wealth Partners, LLC 108,552 -4.04 14,471 -0.80
2025-07-25 13F Concord Asset Management, LLC/VA 8,273 21.22 1,103 32.61
2025-08-13 13F Stablepoint Partners, LLC 3,498 -5.94 466 -2.71
2025-07-01 13F Stonehearth Capital Management, LLC 7,827 1,043
2025-07-08 13F/A Salem Investment Counselors Inc 1,798 -3.49 240 -0.42
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 -100.00 0
2025-08-08 13F Accredited Investors Inc. 1,917 0.00 256 3.24
2025-07-09 13F Beacon Financial Group 220,047 -5.89 29,334 -2.71
2025-08-05 13F Tsfg, Llc 972 0.10 0
2025-05-05 13F PCA Investment Advisory Services Inc. 0 -100.00 0
2025-07-31 13F Guardian Financial Partners, LLC 59,145 4.17 7,885 7.68
2025-08-19 13F/A Pitcairn Co 6,173 0.00 823 3.27
2025-08-05 13F Strategic Financial Concepts, LLC 2,656 -53.79 354 -52.23
2025-08-13 13F Smith, Moore & Co. 7,268 -22.44 969 -19.87
2025-08-05 13F American Capital Advisory, LLC 234 0.00 31 3.33
2025-08-13 13F Northern Trust Corp 167,102 0.83 22,276 4.23
2025-08-14 13F Atomi Financial Group, Inc. 10,451 4.22 1,393 7.73
2025-07-21 13F TFG Advisers LLC 6,440 2.11 859 5.54
2025-07-08 13F 21 West Wealth Management LLC 14,358 1,914
2025-08-13 13F GM Advisory Group, Inc. 3,652 0.14 487 3.40
2025-08-29 NP LNGVX - WisdomTree Siegel Longevity Digital Fund 90 -2.17 12 0.00
2025-07-15 13F Kentucky Trust Co 861 0.00 115 2.70
2025-08-01 13F Ferguson Shapiro LLC 1,897 0.00 253 3.28
2025-08-11 13F VSM Wealth Advisory, LLC 102,117 0.51 13,613 3.91
2025-07-10 13F Global Financial Private Client, LLC 2,669 0.00 356 3.20
2025-07-21 13F Ameriflex Group, Inc. 7,964 1,099.40 1,053 1,137.65
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 390 52
2025-08-06 13F Simmons Bank 3,475 15.83 463 19.95
2025-08-01 13F Hikari Power Ltd 2,430 0.00 0
2025-08-13 13F Miramar Capital, LLC 8,676 7.50 1,157 11.15
2025-07-22 13F Innovative Wealth Building LLC 1,829 -29.84 244 -27.68
2025-07-16 13F Independent Wealth Network Inc. 18,452 -1.09 2,460 2.25
2025-07-10 13F Wedmont Private Capital 25,375 0.48 3,424 12.04
2025-07-15 13F Hofer & Associates. Inc 41,625 2.31 5,549 5.76
2025-08-12 13F/A Cozad Asset Management Inc 21,895 0.15 2,919 3.51
2025-07-24 13F Ronald Blue Trust, Inc. 2,918 20.23 389 24.36
2025-08-06 13F Climber Capital SA 33,793 0.00 4,313 23.05
2025-07-16 13F ORG Wealth Partners, LLC 170 0.00 23 4.76
2025-07-08 13F Baker Ellis Asset Management LLC 142,410 -2.34 18,985 0.96
2025-07-21 13F Curran Financial Partners, LLC 44,458 -34.90 5,927 -32.70
2025-07-10 13F Mogy Joel R Investment Counsel Inc 6,005 0.00 801 3.36
2025-07-17 13F HB Wealth Management, LLC 75,792 0.77 10,104 4.17
2025-07-28 13F Td Asset Management Inc 4,100 0.00 547 3.41
2025-08-05 13F KDT Advisors, LLC 27,539 0.00 3,671 3.38
2025-07-08 13F Nbc Securities, Inc. 15,758 14.20 2 100.00
2025-08-14 13F Macquarie Group Ltd 0 -100.00 0 -100.00
2025-08-04 13F Silver Coast Investments LLC 0 -100.00 0
2025-08-12 13F Winnow Wealth Llc 0 -100.00 0 -100.00
2025-07-14 13F Abound Wealth Management 11 -57.69 1 -66.67
2025-08-14 13F Integrated Wealth Concepts LLC 187,611 1.40 25,010 4.82
2025-08-14 13F Peapack Gladstone Financial Corp 104,360 -1.19 14 0.00
2025-08-08 13F Thoroughbred Financial Services, Llc 17,918 -12.82 2 0.00
2025-08-14 13F Destination Wealth Management 4,698 -6.40 626 -3.25
2025-07-07 13F OMNI 360 Wealth, Inc. 23,446 2.56 3,126 6.00
2025-08-14 13F Spears Abacus Advisors LLC 2,784 -2.42 371 1.09
2025-08-04 13F Hicks Capital Management Llc 0 -100.00 0
2025-08-13 13F Cresset Asset Management, LLC 110,390 -1.41 14,716 1.92
2025-08-11 13F Poehling Capital Management, LLC 8,276 0.00 1,103 3.37
2025-08-13 13F MONECO Advisors, LLC 4,598 2.86 613 6.25
2025-07-10 13F Community Trust & Investment Co 5,238 -8.92 698 -5.80
2025-07-25 13F Midwest Capital Advisors, LLC 1 -99.32 0 -100.00
2025-07-24 13F PDS Planning, Inc 4,161 -13.76 555 -10.93
2025-07-28 13F Arlington Financial Advisors, LLC 1,530 204
2025-07-10 13F Hurlow Wealth Management Group, Inc. 3,677 0.00 490 3.38
2025-07-28 13F Kiker Wealth Management, LLC 260 35
2025-08-01 13F Gwn Securities Inc. 11,320 45.58 1,522 51.74
2025-05-05 13F Arq Wealth Advisors, Llc 0 -100.00 0
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 -100.00 0
2025-07-07 13F Trust Co 31,703 -7.89 4,226 -4.76
2025-08-07 13F Ibex Wealth Advisors 12,664 -13.54 1,688 -10.59
2025-08-29 NP EQTYX - WisdomTree Siegel Global Equity Digital Fund 405 32.79 54 35.90
2025-07-23 13F Ti-trust, Inc 10,603 -2.44 1,413 0.86
2025-08-06 13F Stone House Investment Management, LLC 1,080 424.27 144 450.00
2025-07-18 13F BSW Wealth Partners 3,391 -2.86 452 0.44
2025-07-23 13F Morton Capital Management LLC/CA 9,351 4.20 1,247 7.69
2025-08-11 13F Capital Square, LLC 1,560 0.13 211 5.00
2025-08-05 13F Mission Wealth Management, Lp 49,576 2.57 6,609 6.03
2025-07-11 13F Matthew Goff Investment Advisor, LLC 0 -100.00 0
2025-07-03 13F Collective Family Office Llc 17,352 -0.79 2,313 2.57
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 6,871 -2.01 932 10.43
2025-08-29 13F Centaurus Financial, Inc. 10,265 4.21 1 0.00
2025-07-31 13F Waldron Private Wealth LLC 350,620 -0.74 46,741 2.61
2025-08-14 13F/A Barclays Plc 248 0.00 0
2025-07-29 13F Private Trust Co Na 15,279 3.55 2,037 7.05
2025-08-11 13F Mosaic Family Wealth Partners, Llc 11,374 0.00 1,516 3.41
2025-07-25 13F Apollon Wealth Management, LLC 37,634 -1.09 5,017 2.24
2025-08-13 13F Mount Yale Investment Advisors, LLC 64,473 -5.35 8,595 -2.16
2025-07-15 13F Focused Wealth Management, Inc 206,715 0.31 27,557 3.70
2025-07-28 13F SFG Wealth Management, LLC. 2,150 -3.93 287 -0.69
2025-08-06 13F/A Headland Capital, LLC 1,506 201
2025-07-14 13F Clear Harbor Asset Management, LLC 44,587 -0.00 5,944 3.36
2025-08-14 13F Van Den Berg Management I, Inc 3,302 -2.05 440 1.38
2025-08-13 13F Wealthedge Investment Advisors, Llc 17,568 -24.92 2,342 -22.37
2025-08-12 13F Choate Investment Advisors 25,524 -0.45 3,403 2.90
2025-08-13 13F Vertex Planning Partners, LLC 1,907 0.00 254 3.67
2025-07-22 13F Valeo Financial Advisors, LLC 10,325 -6.70 1,376 -3.57
2025-07-31 13F Briaud Financial Planning, Inc 10 0.00 0
2025-08-01 13F First Command Advisory Services, Inc. 4,965 -12.29 662 -9.45
2025-08-04 13F Northwest Financial Advisors 1,886 -4.46 251 -1.18
2025-07-29 13F Novare Capital Management Llc 10,103 -2.32 1,347 0.98
2025-08-06 13F Soltis Investment Advisors LLC 1,914 15.86 255 19.72
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 1,239 -1.51 165 1.85
2025-08-11 13F Aptus Capital Advisors, LLC 91,209 -8.64 12,159 -5.55
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 263 91.97 35 105.88
2025-07-28 13F Rosenberg Matthew Hamilton 39,605 1.44 5,280 4.87
2025-07-23 13F Values Added Financial LLC 8,693 0.00 1,159 3.30
2025-08-07 13F Allen Investment Management LLC 15,768 2,102
2025-08-12 13F Employees' Retirement Fund of the City of Fort Worth 117,403 0.00 15,140 0.00
2025-07-23 13F Wealth Management Nebraska 13,613 1,804
2025-08-18 13F Geneos Wealth Management Inc. 61,233 59.02 8,163 64.41
2025-07-18 13F Liberty Capital Management, Inc. 7,359 0.00 981 3.37
2025-07-22 13F Fortitude Advisory Group L.L.C. 3,946 1.57 526 12.63
2025-08-05 13F Cassaday & Co Wealth Management LLC 3,568 -8.61 476 -5.57
2025-08-04 13F Hantz Financial Services, Inc. 0 -100.00 0
2025-08-07 13F Rollins Financial Advisors, LLC 74,597 2.76 9,945 6.22
2025-08-08 13F Citizens Financial Group Inc/ri 21,149 -2.79 2,819 0.50
2025-08-27 13F/A Putney Financial Group LLC 15 0.00 2 100.00
2025-07-09 13F Heritage Family Offices, LLP 3,708 0.00 473 -1.26
2025-08-06 13F Tradewinds, LLC. 0 -100.00 0
2025-07-18 13F Clarity Financial LLC 13,110 7.33 1,748 10.92
2025-08-05 13F Blue Barn Wealth, LLC 25,769 2.71 3,435 6.18
2025-08-13 13F Consultiva Wealth Management, Corp. 16,572 -5.13 2,209 -1.91
2025-07-17 13F Sonora Investment Management Group, LLC 3,628 22.61 484 26.77
2025-05-08 13F Banque Cantonale Vaudoise 0 -100.00 0
2025-07-10 13F Moller Financial Services 6,013 -43.75 802 -41.87
2025-07-18 13F Client 1st Advisory Group, Llc 2,312 -27.04 308 -24.51
2025-07-24 13F 3Chopt Investment Partners, LLC 9,445 -3.77 1,259 -0.47
2025-07-14 13F GAMMA Investing LLC 463 0.00 62 3.39
2025-08-12 13F Passive Capital Management, LLC. 3,326 0.00 448 4.44
2025-07-15 13F SJS Investment Consulting Inc. 351 -1.96 47 0.00
2025-08-08 13F Atlantic Trust, LLC 181 24
2025-07-23 13F Joel Isaacson & Co., LLC 969,159 2.32 129,199 5.78
2025-08-06 13F Stokes Family Office, LLC 87,502 -4.20 11,665 -0.98
2025-07-29 13F Creekside Partners 13,885 3.20 1,851 6.63
2025-08-14 13F Tripletail Wealth Management, LLC 1,930 261
2025-08-13 13F Options Solutions, Llc 25,129 8.73 3,350 12.42
2025-08-14 13F First Manhattan Co 181,937 0.00 24,254 3.38
2025-07-25 13F Courage Miller Partners, LLC 7,108 0.38 948 3.72
2025-08-11 13F Regal Investment Advisors LLC 14,134 -7.18 1,884 -4.02
2025-08-14 13F Harmony Asset Management Llc 8,520 12.64 1,136 16.41
2025-08-11 13F NewEdge Wealth, LLC 8,645 108.41 1,164 117.79
2025-08-13 13F Blue Fin Capital, Inc. 3,593 0.00 479 4.37
2025-07-29 13F Commons Capital, Llc 19,019 -5.57 2,535 -2.39
2025-07-22 13F PUREfi Wealth, LLC 9,825 1,310
2025-07-09 13F Westmount Partners, LLC 2,831 0.53 377 3.86
2025-08-12 13F Country Trust Bank 17 0.00 2 0.00
2025-07-28 13F Allianz Asset Management GmbH 46 -6.12 6 0.00
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 6,107 0.00 814 3.43
2025-07-15 13F Ridgecrest Wealth Partners, Llc 16,159 24.32 2,154 28.52
2025-05-14 13F Dixon Mitchell Investment Counsel Inc. 0 -100.00 0
2025-07-29 13F Mb, Levis & Associates, Llc 428 0.00 57 3.64
2025-08-04 13F Syverson Strege & Co 3,219 -17.23 429 -14.37
2025-08-14 13F Fmr Llc 223,959 2.23 29,856 5.68
2025-08-07 13F Beese Fulmer Investment Management, Inc. 7,914 1,055
2025-08-13 13F Philadelphia Trust Co 1,765 0.00 0
2025-08-26 13F Claris Financial LLC 10,099 0.23 1,346 4.75
2025-07-11 13F SILVER OAK SECURITIES, Inc 1,650 -18.07 220 -14.06
2025-08-11 13F Principal Securities, Inc. 47,399 14.09 6,319 19.21
2025-08-14 13F Boston Private Wealth Llc 7,493 999
2025-04-17 13F Authentikos Wealth Advisory, LLC 0 -100.00 0
2025-08-07 13F Mosaic Financial Group, Llc 3,097 0.00 0
2025-08-06 13F Horizon Investment Services, LLC 5,671 -1.05 756 2.30
2025-08-12 13F BlackRock, Inc. 7,769 -17.99 1,036 -15.23
2025-07-31 13F Lee Danner & Bass Inc 5,758 0.00 768 3.37
2025-07-15 13F Clarus Group, Inc. 1,575 0.00 210 2.96
2025-07-16 13F Cahaba Wealth Management, Inc. 5,414 0.67 722 4.04
2025-05-14 13F Douglass Winthrop Advisors, LLC 0 -100.00 0
2025-08-14 13F Stifel Financial Corp 1,393,012 8.23 185,702 11.88
2025-08-13 13F Brown Advisory Inc 86,463 12.27 11,526 16.06
2025-08-05 13F Next Capital Management LLC 7,778 0.00 1,037 3.29
2025-07-17 13F Greenhouse Wealth Management, LLC 7,085 0.65 945 4.08
2025-08-11 13F Mount Lucas Management LP 19,969 2.42 2,662 5.89
2025-08-14 13F Matrix Private Capital Group Llc 1,783 0.00 238 3.49
2025-08-14 13F Cobler Capital Management, LLC 950 271
2025-08-06 13F Nvwm, Llc 266 35
2025-05-07 13F Motco 0 -100.00 0
2025-07-24 13F Agate Pass Investment Management, LLC 2,328 -17.30 310 -14.60
2025-08-11 13F Rockbridge Investment Management, LCC 6,708 0.00 894 3.35
2025-07-17 13F Flywheel Private Wealth LLC 41,811 -2.90 5,574 0.36
2025-08-14 13F Janus Henderson Group Plc 16,046 0.07 2,139 4.60
2025-07-24 13F Robertson Stephens Wealth Management, LLC 79,130 14.68 10,549 18.54
2025-07-30 13F Gables Capital Management Inc. 12,291 0.00 1,639 3.34
2025-08-12 13F State Farm Mutual Automobile Insurance Co 24,024 938.20 3,203 974.50
2025-07-25 13F Northwest Capital Management Inc 10 -96.36 1 -97.14
2025-07-22 13F Olistico Wealth, LLC 2,415 2,315.00 322 3.22
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 1,914 0.00 255 3.66
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,035 -2.86 938 1.52
2025-07-14 13F Ridgewood Investments LLC 417 0.00 56 3.77
2025-05-22 13F Mattson Financial Services, LLC 0 -100.00 0
2025-05-01 13F Berkeley, Inc 0 -100.00 0
2025-08-07 13F W Advisors, Llc 12,231 16.09 1,631 20.03
2025-04-29 13F Hm Payson & Co 9,630 -3.70 1,242 -2.67
2025-04-11 13F Davis Capital Management 94 0.00 12 9.09
2025-07-23 13F ETF Portfolio Partners, Inc. 58,667 8.70 7,821 12.36
2025-08-04 13F JDM Financial Group LLC 0 -100.00 0
2025-07-28 13F Moran Wealth Management, LLC 4,032 131.19 538 139.73
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100.00 0 -100.00
2025-07-31 13F Resonant Capital Advisors, LLC 5,600 0.00 747 3.32
2025-07-18 13F Martel Wealth Advisors Inc 692,364 3.22 92,299 6.70
2025-07-29 13F Koshinski Asset Management, Inc. 19,064 11.29 2,541 15.03
2025-08-05 13F Claro Advisors LLC 0 -100.00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 58,175 1.30 7,755 4.73
2025-07-10 13F Arkfeld Wealth Strategies, L.L.C. 3,426 3.60 462 13.83
2025-07-15 13F Mather Group, Llc. 12,794 1.57 1,706 4.99
2025-08-11 13F Pineridge Advisors LLC 393 0.26 52 4.00
2025-07-08 13F Arlington Trust Co LLC 437,601 -0.21 58,337 3.16
2025-07-14 13F Southland Equity Partners LLC 7,317 -0.11 975 3.28
2025-08-07 13F Evoke Wealth, Llc 15,301 25.85 2,040 30.12
2025-07-09 13F Massmutual Trust Co Fsb/adv 3,615 12.16 482 15.90
2025-07-09 13F Dynamic Advisor Solutions LLC 57,924 -3.90 7,722 -0.67
2025-08-07 13F King Luther Capital Management Corp 402 -3.14
2025-08-07 13F Fonville Wealth Management LLC 16,978 -2.78 2,263 3.10
2025-07-15 13F Financial Management Professionals, Inc. 233 31
2025-08-11 13F TRUE Private Wealth Advisors 19,359 -2.02 2,581 1.26
2025-08-14 13F Royal Bank Of Canada 2,404,545 0.37 320,550 3.76
2025-07-15 13F Signet Financial Management, Llc 22,158 -7.30 2,954 -4.19
2025-07-22 13F Capital Advisors Inc/ok 13,743 -4.28 1,832 -1.03
2025-07-07 13F Global Wealth Strategies & Associates 0 -100.00 0
2025-07-17 13F Smith, Salley & Associates 8,450 -1.13 1,127 2.18
2025-08-06 13F Modera Wealth Management, LLC 52,285 0.71 6,970 4.11
2025-08-11 13F Mill Creek Capital Advisors, LLC 27,043 0.17 3,605 3.56
2025-07-28 13F Sterling Financial Planning, Inc. 75,194 5.45 10,024 9.02
2025-08-13 13F Lido Advisors, LLC 229,488 -3.11 30,593 0.16
2025-07-23 13F Cannon Wealth Management Services, LLC 33,790 2.74 4,505 9.35
2025-07-24 13F Financial Connections Group, Inc. 502 0.00 0
2025-07-24 13F Copperwynd Financial, LLC 5,207 -3.40 694 -0.14
2025-08-18 13F Second Line Capital, LLC 1,834 0.99 244 4.27
2025-08-05 13F Sumitomo Life Insurance Co 0 -100.00 0
2025-07-31 13F Wealthfront Advisers Llc 11,457 9.91 1,527 13.62
2025-08-05 13F Mason Investment Advisory Services, Inc. 4,939 0.06 658 3.46
2025-08-14 13F Investmark Advisory Group LLC 15,596 -0.01 2,079 3.38
2025-08-14 13F Hilltop Holdings Inc. 3,558 11.92 474 15.89
2025-08-13 13F Great Diamond Partners, LLC 7,472 996
2025-07-11 13F Coastwise Capital Group, LLC 8,422 -0.02 1,123 3.31
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 172,483 8.61 22,999 13.52
2025-07-17 13F Global Trust Asset Management, LLC 2,672 -7.77 356 -4.56
2025-08-15 13F Stonebridge Capital Advisors LLC 98,683 5.10 13,155 8.65
2025-07-17 13F KG&L Capital Management,LLC 4,312 -0.21 575 3.05
2025-07-18 13F Consolidated Portfolio Review Corp 55,411 -1.38 7,387 1.95
2025-07-30 13F Berkeley Capital Partners, LLC 218,236 -0.82 29,093 2.52
2025-07-17 13F Keystone Global Partners, LLC 3,848 0.34 513 3.64
2025-07-18 13F TruNorth Capital Management, LLC 693 0.00 92 3.37
2025-08-05 13F Northcape Wealth Management, Llc 11,680 -5.67 1,557 -2.44
2025-08-13 13F Prossimo Advisors, LLC 0 -100.00 0
2025-07-15 13F Bay Capital Advisors, LLC 49,148 9.40 6,552 13.08
2025-08-07 13F Brio Consultants, LLC 4,535 0.00 605 3.42
2025-07-17 13F Mustard Seed Financial, LLC 3,382 0.12 451 3.45
2025-07-24 13F Etesian Wealth Advisors, Inc. 6,000 5.37 800 8.86
2025-07-22 13F Rockingstone Advisors LLC 15,400 0.20 2,053 3.53
2025-07-25 13F R. W. Roge & Company, Inc. 14,456 -6.83 2 -50.00
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 70 0.00 9 0.00
2025-07-31 13F Jackson Hole Capital Partners, LLC 7,445 0.00 992 3.33
2025-07-31 13F United Community Bank 3,171 2.75 423 6.30
2025-07-24 13F MA Private Wealth 1,687 0.00 225 3.23
2025-07-18 13F Childress Capital Advisors, Llc 49,646 -3.13 6,618 0.15
2025-07-31 13F FSA Investment Group, LLC 2,499 0.68 333 4.06
2025-07-09 13F Aaron Wealth Advisors LLC 4,888 24.22 652 28.40
2025-08-07 13F Accent Capital Management, LLC 114 0.00 15 7.14
2025-07-15 13F Revisor Wealth Management LLC 2,019 0.00 274 5.00
2025-08-08 13F Empower Advisory Group, LLC 3,833 -14.58 511 -11.76
2025-07-17 13F Covenant Asset Management, LLC 4,461 -3.46 595 -0.17
2025-07-29 13F Riverbend Wealth Management, LLC 18,587 6.03 2,478 9.60
2025-04-15 13F Visionary Horizons, LLC 0 -100.00 0
2025-07-17 13F Claris Advisors, Llc / Mo / 0 -100.00 0
2025-08-06 13F Cm Wealth Advisors Llc 4,805 0.00 641 3.39
2025-07-24 13F Strengthening Families & Communities, LLC 1,080 1.12 139 10.32
2025-07-22 13F Chemung Canal Trust Co 2,244 0.00 299 3.46
2025-04-14 13F Pillar Financial Advisors, LLC 0 -100.00 0
2025-08-06 13F 360 Financial, Inc. 12,312 -3.96 1,641 -0.73
2025-07-24 13F MSH Capital Advisors LLC 42,805 5.70 5,706 9.27
2025-08-01 13F Biltmore Family Office, LLC 44,709 -3.07 5,960 0.20
2025-07-24 13F Invictus Private Wealth, Llc 5,000 -0.52 667 2.78
2025-07-29 13F Kraft, Davis & Associates, LLC 2,680 19.59 365 34.32
2025-08-06 13F Savant Capital, LLC 23,610 5.71 3,148 9.27
2025-08-04 13F Human Investing LLC 250,700 1.14 33,428 4.57
2025-08-13 13F Victory Financial Group, Llc 26,618 11.70 3,548 15.61
2025-08-12 13F Putnam Fl Investment Management Co 15,603 11.01 2,080 14.79
2025-07-25 13F SPC Financial, Inc. 1,570 0.00 209 3.47
2025-08-13 13F Safe Harbor Fiduciary, LLC 3,113 -23.33 415 -20.84
2025-08-12 13F North Star Asset Management Inc 18,205 -1.55 2,427 1.76
2025-08-14 13F CIBC World Markets Inc. 10,807 0.00 1,441 3.37
2025-08-15 13F Brooks, Moore & Associates, Inc. 2,081 0.39 279 4.49
2025-08-07 13F Curtis Advisory Group, LLC 7,975 4.54 1,063 8.14
2025-07-24 13F Galvin, Gaustad & Stein, LLC 1,750 0.00 233 3.56
2025-07-22 13F Global Strategic Investment Solutions, LLC 51,452 -0.93 6,859 2.42
2025-08-13 13F Nicolet Advisory Services, Llc 3,643 -26.60 484 -18.10
2025-08-12 13F GDS Wealth Management 1,853 -7.16 247 -3.89
2025-07-09 13F Sapient Capital Llc 27,941 9.61 3,725 13.29
2025-07-23 13F Arcataur Capital Management LLC 40,850 -0.65 5,446 2.70
2025-08-06 13F Wedbush Securities Inc 7,003 -0.40 1
2025-08-07 13F Cahill Financial Advisors Inc 6,581 -47.06 877 -45.29
2025-08-01 13F Transcend Wealth Collective, Llc 124,826 0.65 16,640 4.05
2025-08-14 13F ICONIQ Capital, LLC 4,330 -2.24 577 1.05
2025-08-06 13F Princeton Capital Management Llc 1,730 0.00 231 3.14
2025-08-01 13F Envestnet Asset Management Inc 4,673,036 3.31 622,955 6.79
2025-08-13 13F Financial Freedom, LLC 1,956 0.62 261 4.00
2025-08-14 13F Sunbelt Securities, Inc. 495 -14.21 63 -14.86
2025-05-01 13F Quest 10 Wealth Builders, Inc. 5,396 -17.82 696 -16.97
2025-07-21 13F Warner Financial, Inc 23,598 2.14 3 50.00
2025-08-15 13F Captrust Financial Advisors 791,471 1.39 105,509 4.81
2025-07-18 13F Midwest Financial Group LLC 1,760 2.68 235 5.88
2025-08-14 13F Private Capital Management, LLC 5,441 3.80 725 7.25
2025-08-04 13F Keybank National Association/oh 253,426 1.93 33,784 5.37
2025-07-10 13F Fulton Bank, N.a. 13,015 0.00 1,735 3.40
2025-08-05 13F American Institute for Advanced Investment Management, LLP 3,765 0.00 502 3.30
2025-07-16 13F Essex Financial Services, Inc. 162,038 1.79 21,601 5.23
2025-08-08 13F Sittner & Nelson, Llc 105 0.00 14 0.00
2025-07-21 13F Sterling Investment Counsel, LLC 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 2,466,280 -0.97 329 2.18
2025-07-11 13F Caldwell Securities, Inc 1,635 25.77 218 29.94
2025-07-16 13F Highline Wealth Partners Llc 360 0.84 48 2.17
2025-07-17 13F LexAurum Advisors, LLC 3,170 -0.22 423 3.18
2025-07-30 13F Castle Wealth Management Llc 3,282 -4.98 437 -1.80
2025-05-12 13F Sandy Spring Bank 609 -39.58 79 -39.06
2025-08-14 13F RMB Capital Management, LLC 7,780 70.20 1,037 76.06
2025-08-07 13F Mayport, Llc 8,998 0.03 1,200 3.45
2025-07-29 13F Liberty Square Wealth Partners Llc 18,022 -1.05 2,402 2.30
2025-07-17 13F New Covenant Trust Company, N.A. 20,512 0.00 2,718 3.90
2025-08-06 13F SNS Financial Group, LLC 2,061 -1.15 275 2.24
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 91,217 0.85 12,160 4.25
2025-07-24 13F West Bancorporation Inc 65,490 7.19 8,730 10.80
2025-08-08 13F Compass Financial Services Inc 13,600 10.59 1,813 14.32
2025-08-08 13F Security Financial Services, INC. 2,054 0.98 274 4.20
2025-08-19 13F Cape Investment Advisory, Inc. 1,851 0.00 247 3.36
2025-08-25 13F Silverlake Wealth Management Llc 25,733 4.93 3,430 8.48
2025-08-05 13F Meridian Management Co 4,855 0.00 651 3.99
2025-08-11 13F Platform Technology Partners 21,996 0.00 2,932 3.39
2025-08-19 13F Advisory Services Network, LLC 64,413 -5.49 8,640 -1.71
2025-08-01 13F Winebrenner Capital Management Llc 7,943 0.01 1,059 3.32
2025-07-17 13F XY Planning Network, Inc. 4,803 -1.64 640 1.75
2025-04-28 13F Pinnacle Financial Partners Inc 122,376 -0.14 15,782 0.93
2025-08-04 13F Evergreen Wealth Management, LLC 69,564 3.35 9,274 6.84
2025-07-11 13F Busey Wealth Management 47,277 -0.48 6,303 2.87
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1,584 -0.81 0
2025-07-01 13F Private Client Services, Llc 4,244 8.96 566 12.55
2025-07-18 13F Requisite Capital Management, LLC 1,913 -21.47 255 -18.79
2025-07-24 13F Stonebridge Financial Group, LLC 8,203 58.33 1,094 63.62
2025-07-24 13F Wealthstar Advisors, Llc 4,384 0.60 584 3.91
2025-08-05 13F Plante Moran Financial Advisors, LLC 3,582 11.10 478 14.94
2025-08-08 13F Avalon Trust Co 1,447 0.00 193 3.23
2025-07-31 13F CNB Bank 445 0.00 59 3.51
2025-08-08 13F/A Sterling Capital Management LLC 8 0.00 1 0.00
2025-08-14 13F Main Street Financial Solutions, LLC 24,942 74.49 3,325 80.36
2025-07-25 13F Atria Wealth Solutions, Inc. 127,847 -63.46 17,119 -62.06
2025-07-07 13F Teamwork Financial Advisors, LLC 3,799 15.68 506 19.62
2025-08-13 13F WCG Wealth Advisors LLC 19,996 -10.68 2,666 -7.66
2025-07-22 13F Wynn Capital, LLC 5,892 0.00 785 3.43
2025-08-05 13F Bank of New York Mellon Corp 124,397 9.94 16,583 13.65
2025-08-11 13F WPG Advisers, LLC 1,481 -16.28 197 -13.60
2025-08-14 13F Gotham Asset Management, LLC 33,003 229.11 4,400 240.22
2025-07-29 13F International Assets Investment Management, Llc 21,210 4.15 2,828 7.65
2025-08-12 13F Kimelman & Baird, LLC 939 0.00 125 3.31
2025-04-11 13F Lake Hills Wealth Management, LLC 0 -100.00 0
2025-07-25 13F Meritage Portfolio Management 17,588 -0.09 2,345 3.26
2025-08-11 13F Root Financial Partners, LLC 22,026 106.27 2,936 113.22
2025-08-11 13F PAX Financial Group, LLC 26,092 -4.38 3,478 -1.14
2025-08-12 13F NWF Advisory Services Inc. 3,100 400
2025-08-14 13F Integrated Investment Consultants, LLC 12,882 0.00 1,717 3.37
2025-07-24 13F Leo Wealth, LLC 14,515 93.46 1,935 100.00
2025-07-25 13F Concurrent Investment Advisors, LLC 155,159 7.90 20,684 11.54
2025-08-11 13F Wescott Financial Advisory Group, LLC 3,276 0.09 437 3.32
2025-08-14 13F Headlands Technologies LLC 0 -100.00 0 -100.00
2025-04-11 13F Cranbrook Wealth Management, LLC 0 -100.00 0
2025-07-23 13F West Paces Advisors Inc. 0 -100.00 0
2025-07-07 13F Nova Wealth Management, Inc. 510 0.00 68 3.08
2025-08-04 13F AlphaStar Capital Management, LLC 2,705 361
2025-08-05 13F Optivise Advisory Services LLC 4,481 12.08 597 15.92
2025-07-22 13F Rocky Mountain Advisers, Llc 12,254 0.00 1,634 3.35
2025-07-08 13F Dover Advisors, Llc 1,996 -12.99 266 -9.83
2025-07-30 13F Brookstone Capital Management 77,410 0.10 10,319 3.48
2025-08-12 13F Jefferies Financial Group Inc. 6,578 67.81 877 73.47
2025-08-14 13F Aft, Forsyth & Company, Inc. 3,713 -2.98 495 0.41
2025-08-08 13F SBI Securities Co., Ltd. 600,248 -3.37 80,019 -0.11
2025-07-21 13F Ntv Asset Management Llc 2,676 9.18 357 12.66
2025-08-07 13F Alpha Cubed Investments, LLC 23,246 1.97 3,099 5.41
2025-08-14 13F Operose Advisors LLC 352,758 -0.11 47,026 3.26
2025-08-04 13F Spire Wealth Management 10,832 -22.28 1,444 -19.64
2025-07-24 13F Von Berge Wealth Management Group, LLC 2,141 0.61 290 10.31
2025-08-12 13F Wealthbridge Capital Management, Llc 56,025 0.74 7,469 4.13
2025-07-14 13F Signature Securities Group Corporation 18,433 -19.78 2,457 -17.08
2025-07-17 13F Barry Investment Advisors, LLC 4,794 0.02 639 3.40
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 0 -100.00 0
2025-08-01 13F Koss-Olinger Consulting, LLC 1,771 -0.11 236 3.06
2025-08-14 13F Amussen Hunsaker Associates Llc 93,867 8.88 12,513 12.56
2025-08-14 13F Manufacturers Life Insurance Company, The 2,683,539 13.28 357,743 17.10
2025-07-09 13F Inspirion Wealth Advisors, Llc 457,031 -0.00 60,927 3.37
2025-07-30 13F Darrow Company, Inc. 49,189 -2.00 6,557 1.31
2025-08-04 13F Daymark Wealth Partners, Llc 21,734 -16.00 2,897 -13.16
2025-08-06 13F Summit Wealth Group, LLC 5,261 0.00 1
2025-08-11 13F Vanguard Group Inc 94,676 3.85 12,621 7.36
2025-07-25 13F Apollon Financial, LLC 6,766 0.15 902 3.44
2025-08-11 13F PFG Private Wealth Management, LLC 59,598 3.45 7,945 6.95
2025-08-14 13F UBS Group AG 3,204,174 3.91 427,148 7.41
2025-08-14 13F UBS Group AG Put 200 0.00 27 4.00
2025-08-07 13F LOM Asset Management Ltd 7,520 1
2025-08-07 13F Tilson Financial Group, Inc. 59,657 -0.65 8 0.00
2025-07-30 13F Silver Oak Wealth Advisors Services, Llc 1,991 0.00 265 3.52
2025-08-04 13F Pinnacle Associates Ltd 528,524 1.91 70,458 5.35
2025-07-31 13F Northstar Asset Management Llc 37,370 0.78 4,982 4.18
2025-08-08 13F Intrua Financial, LLC 1,699 -7.31 226 -4.24
2025-07-28 13F Mutual Advisors, LLC 163,330 9.32 22,311 21.11
2025-08-18 13F Wolverine Trading, Llc Call 9,600 -93.43 1,272 -93.18
2025-07-10 13F Western Pacific Wealth Management, LP 57,384 17.80 7,650 21.78
2025-08-18 13F Wolverine Trading, Llc Put 16,600 172.13 2,200 182.65
2025-08-14 13F Ausdal Financial Partners, Inc. 28,598 -2.43 3,812 0.87
2025-08-18 13F Wolverine Trading, Llc 8,559 22.83 1,134 27.70
2025-08-14 13F Sei Investments Co 255,312 5.28 34,036 8.84
2025-07-31 13F Orion Capital Management LLC 27,788 -6.29 3,704 -3.14
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 -100.00 0
2025-07-31 13F Opus Capital Group, LLC 211,958 -1.80 28 3.70
2025-08-07 13F Delta Financial Advisors Llc 26,942 0.00 3,592 3.37
2025-07-10 13F Waypoint Wealth Partners Inc. 3,547 0.00 473 3.28
2025-07-24 13F Antonelli Financial Advisors, LLC 18,516 -10.59 2,468 -7.57
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 1,598 0.50 213 4.95
2025-07-29 13F Interactive Financial Advisors 12,845 0.70 1,712 4.07
2025-07-09 13F Bay Rivers Group 3,943 -6.59 526 -3.49
2025-08-08 13F Condor Capital Management 7,103 0.00 947 3.38
2025-08-14 13F Headinvest, Llc 103,308 -6.74 13,772 -3.60
2025-08-12 13F Founders Financial Alliance, LLC 23,888 -5.30 3,184 -2.12
2025-08-07 13F LFA - Lugano Financial Advisors SA 1,555 0.00 207 3.50
2025-07-22 13F Steele Capital Management, Inc. 122,930 5.85 16,388 9.41
2025-08-12 13F Richard W. Paul & Associates, LLC 208 -14.75 28 -12.90
2025-08-11 13F Pinnacle Financial Group, LLC / IL 83,847 1.26 11,178 4.67
2025-07-17 13F Tritonpoint Wealth, Llc 45,975 0.03 6,129 3.39
2025-08-08 13F Croban 16,621 -2.59 2,216 0.68
2025-07-30 13F Blume Capital Management, Inc. 430 7.50 57 11.76
2025-07-30 13F Journey Advisory Group, LLC 3,103 0.00 414 3.25
2025-07-21 13F Tower View Investment Management & Research LLC 4,043 -2.44 539 0.75
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 2,633 0.00 351 3.54
2025-05-14 13F Murphy & Mullick Capital Management Corp 0 -100.00 0
2025-07-07 13F Park Edge Advisors, LLC 2,925 0.00 390 3.18
2025-07-18 13F O'ROURKE & COMPANY, Inc 15,067 4.84 2,009 8.36
2025-07-08 13F Ehrlich Financial Group 3,150 1.61 420 5.01
2025-05-13 13F Watts Gwilliam & Co., LLC 2,209 -0.09 285 0.71
2025-07-22 13F My Personal CFO, LLC 17,165 -0.30 2,288 3.06
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Value ETF 19,094 -32.81 2,375 -36.85
2025-07-16 13F Ayalon Holdings Ltd. 29,808 0.00 4 0.00
2025-07-22 13F Financial Insights, Inc. 13,327 -1.06 1,777 2.25
2025-07-24 13F Blair William & Co/il 150,716 0.16 20,092 3.54
2025-08-07 13F Commerce Bank 155,224 -1.10 20,693 2.23
2025-08-05 13F Holistic Financial Partners 2,183 291
2025-08-14 13F CIBC Asset Management Inc 2,735 8.66 365 12.35
2025-07-22 13F Keudell/Morrison Wealth Management 150,324 -3.20 20,040 0.07
2025-07-30 13F Red Crane Wealth Management, Llc 1,765 0.68 235 3.98
2025-08-07 13F Fountainhead AM, LLC 3,792 -0.24 506 3.06
2025-08-14 13F Circle Wealth Management, LLC 13,859 -11.62 1,848 -8.65
2025-08-14 13F Williams Jones Wealth Management, LLC. 56,290 -2.94 7,504 0.33
2025-07-22 13F Merit Financial Group, LLC 259,882 17.29 34,645 21.25
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