IJH / iShares Trust - iShares Core S&P Mid-Cap ETF - Kepemilikan Institusional - Penjual

iShares Trust - iShares Core S&P Mid-Cap ETF
US ˙ ARCA ˙ US4642875078

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-21 13F Precedent Wealth Partners, Llc 137,387 -6.39 8,521 -0.50
2025-08-08 13F Hudock, Inc. 519,773 -4.16 32,236 1.86
2025-07-31 13F Darden Wealth Group Inc 28,631 -6.31 1,776 -0.45
2025-08-07 13F Cvfg Llc 8,791 -2.88 545 3.22
2025-07-30 13F Birch Hill Investment Advisors LLC 116,791 -0.06 7,243 6.22
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 359,560 -0.16 22,300 6.11
2025-04-29 13F Hm Payson & Co 55,455 -6.48 3,236 -12.43
2025-08-01 13F First National Trust Co 276,388 -3.95 17,142 2.09
2025-07-22 13F Wealthcare Capital Management Llc 7,378 -1.35 458 4.82
2025-08-14 13F Macquarie Group Ltd 257,720 -44.70 15,984 -41.22
2025-08-14 13F LaSalle St. Investment Advisors, LLC 15,602 -14.64 1 -100.00
2025-08-14 13F Tudor Financial Inc. 17,550 -4.64 1,088 1.40
2025-07-21 13F Fairvoy Private Wealth, LLC 4,074 -84.74 253 -83.82
2025-07-28 13F RMR Capital Management, LLC 0 -100.00 0
2025-08-18 13F Wolverine Trading, Llc Put 15,600 -18.75 968 -13.43
2025-08-13 13F Per Stirling Capital Management, LLC. 214,680 -33.59 13,314 -29.41
2025-08-05 13F Smith Shellnut Wilson Llc /adv 91,539 -14.56 5,677 -9.18
2025-07-29 13F BKD Wealth Advisors, LLC 511,419 -1.42 31,718 4.78
2025-08-11 13F GKV Capital Management Co., Inc. 0 -100.00 0 -100.00
2025-08-01 13F GoalVest Advisory LLC 2,814 -10.67 175 -4.92
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-07-31 13F GenTrust, LLC 72,889 -13.51 4,521 -8.07
2025-08-05 13F AAFCPAs Wealth Management, LLC 181,223 -9.41 11,239 -3.71
2025-07-16 13F Signaturefd, Llc 10,702 -17.35 664 -12.19
2025-07-17 13F Clear Point Advisors Inc. 6,658 -2.62 413 3.52
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F 50,000 -9.09 3,101 -3.37
2025-04-04 13F Quent Capital, LLC 0 -100.00 0
2025-07-25 13F Community Bank, N.A. 163,129 -0.05 10,117 6.26
2025-07-14 13F CRA Financial Services, LLC 72,369 -7.92 4,488 -2.12
2025-08-08 13F Principal Financial Group Inc 284,800 -10.21 17,663 -4.56
2025-08-12 13F Stelac Advisory Services LLC 40,377 -17.69 2,504 -12.48
2025-05-01 13F Quest 10 Wealth Builders, Inc. 573 -52.99 33 -56.00
2025-07-23 NP IRSPX - Voya Target Retirement 2045 Fund Class I 162,594 -25.57 9,762 -27.79
2025-08-14 13F Df Dent & Co Inc 0 -100.00 0
2025-08-13 13F VestGen Advisors, LLC 371,478 -2.12 23,190 4.71
2025-08-29 NP CGHIX - Timber Point Global Allocations Fund Institutional Class Shares 9,000 -25.00 558 -20.29
2025-07-25 13F Pathway Financial Advisors LLC 3,742 -2.50 232 4.04
2025-08-11 13F Tidemark, LLC 1,616 -1.40 100 5.26
2025-07-18 13F Heritage Financial Services, LLC 0 -100.00 0
2025-08-12 13F Camden National Bank 39,608 -16.03 2,456 -10.76
2025-07-15 13F Marquette Asset Management, LLC 3,395 -8.96 211 -3.23
2025-07-10 13F Bigelow Investment Advisors, LLC 100,680 -1.28 6,244 4.94
2025-07-17 13F Janney Montgomery Scott LLC 1,179,588 -10.69 73 -5.19
2025-07-23 NP VTUFX - Voya Target Retirement 2065 Fund Class R6 23,289 -14.19 1,398 -16.74
2025-07-29 13F Lutz Financial Services LLC 1,457,901 -0.04 90,419 6.24
2025-07-15 13F Avaii Wealth Management, Llc 138,618 -16.41 8,597 -11.15
2025-07-21 13F Sageworth Trust Co 44,925 -68.63 2,786 -66.66
2025-07-21 13F Credential Qtrade Securities Inc. 0 -100.00 0 -100.00
2025-08-05 13F Scarborough Advisors, LLC 0 -100.00 0
2025-08-13 13F Knuff & Co LLC 0 -100.00 0
2025-07-16 13F Beaumont Financial Advisors, LLC 572,606 -1.48 35,513 4.71
2025-07-31 13F Carrera Capital Advisors 20,699 -15.78 1,284 -10.53
2025-08-06 13F Legacy Bridge, LLC 10,263 -1.53 637 4.61
2025-07-31 13F Catalyst Capital Advisors LLC 8,386,471 -6.11 520,129 -0.20
2025-08-11 13F Anb Bank 358,152 -1.08 22,213 5.14
2025-07-16 13F Octavia Wealth Advisors, LLC 23,927 -2.05 1,484 4.07
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 193,057 -14.58 10,987 -21.47
2025-08-05 13F Dunhill Financial, LLC 1,543 -11.53 96 -5.94
2025-07-15 13F Bank Of Stockton 724,525 -0.24 44,935 6.04
2025-07-30 13F Citizens & Northern Corp 258,700 -10.99 16,045 -5.39
2025-08-06 13F Moors & Cabot, Inc. 31,069 -1.16 1,927 5.02
2025-08-14 13F Evercore Wealth Management, LLC 158,814 -0.03 9,850 6.26
2025-08-26 NP EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB 80,200 -18.41 4,974 -13.27
2025-08-08 13F Emerald Investment Partners, Llc 19,484 -3.77 1,208 2.29
2025-07-10 13F Tompkins Financial Corp 210,234 -38.24 13,039 -34.36
2025-08-12 13F RiverFront Investment Group, LLC 85,270 -84.87 5,288 -83.92
2025-07-29 13F Hoese & Co LLP 1,675 -14.76 104 -9.65
2025-08-08 13F Creative Planning 4,800,760 -4.04 297,743 1.99
2025-07-16 13F West Branch Capital LLC 390 -42.39 24 -38.46
2025-07-11 13F Trust Co Of Virginia /va 11,493 -2.50 713 3.64
2025-08-06 13F Valued Wealth Advisors LLC 20 -99.05 1 -99.18
2025-04-22 13F Bright Futures Wealth Management, LLC. 18,582 -0.43 996 -17.28
2025-08-19 13F Hohimer Wealth Management, Llc 7,779 -2.92 482 3.21
2025-08-07 13F Summit Asset Management, LLC 10,964 -0.47 680 5.76
2025-08-22 13F Cim Investment Mangement Inc 285,596 -50.82 17,713 -49.43
2025-08-07 13F Alpha Cubed Investments, LLC 5,630 -9.57 349 -3.86
2025-08-11 13F Summit Wealth Partners, LLC 68,747 -3.78 4,264 2.25
2025-08-11 13F Resurgent Financial Advisors LLC 4,755 -7.72 295 -2.00
2025-07-23 NP IRSQX - Voya Target Retirement 2050 Fund Class I 83,296 -24.26 5,001 -26.51
2025-08-08 13F Blankinship & Foster, LLC 26,442 -3.03 1,640 3.02
2025-08-08 13F Mason Street Advisors, Llc 98,600 -41.59 6,115 -37.91
2025-08-07 13F Midland Wealth Advisors Llc 16,302 -13.14 1,011 -7.67
2025-08-04 13F Mesirow Financial Investment Management, Inc. 671,772 -41.13 41,664 -37.42
2025-04-23 13F Sabal Trust CO 75,377 -8.60 4,398 -14.40
2025-07-29 13F Fundamentun, Llc 148,758 -1.76 9,226 4.41
2025-08-04 13F AMG National Trust Bank 184,526 -0.81 11,444 5.44
2025-07-14 13F Crew Capital Management, Ltd. 22,206 -17.76 1,377 -12.57
2025-08-14 13F McIlrath & Eck, LLC 7,715 -1.34 478 4.82
2025-08-14 13F Comerica Bank 2,799,778 -2.19 173,642 3.96
2025-07-18 13F PFG Investments, LLC 20,907 -9.37 1,297 -3.71
2025-08-11 13F TD Waterhouse Canada Inc. 47,801 -16.45 3,001 -10.42
2025-08-05 13F Code Waechter LLC 8,320 -17.46 516
2025-08-26 13F/A Thrivent Financial For Lutherans 422,960 -27.85 26 -25.71
2025-08-14 13F Harwood Advisory Group, LLC 0 -100.00 0
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 91,250 -41.00 5,659 -37.28
2025-07-25 13F Gw Henssler & Associates Ltd 42,187 -2.49 2,616 3.65
2025-07-21 13F Stock Yards Bank & Trust Co 34,997 -11.86 2,171 -6.30
2025-05-13 13F Inspire Trust Co, N.a. 0 -100.00 0
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 33,530 -21.80 2,080 -16.87
2025-08-05 13F Summit Investment Advisory Services, LLC 0 -100.00 0
2025-07-30 13F Smith Thornton Advisors LLC 21,568 -1.17 1,338 5.03
2025-07-15 13F FLP Wealth Management, LLC 0 -100.00 0
2025-08-21 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-07-09 13F Fiduciary Alliance LLC 4,203 -16.51 261 -11.26
2025-08-12 13F Cornerstone Wealth Management, LLC 87,110 -0.05 5,403 6.23
2025-08-13 13F Maia Wealth LLC 3,454 -48.92 214 -42.47
2025-07-25 13F Fifth Third Wealth Advisors LLC 850,048 -11.53 52,720 -5.97
2025-08-04 13F HBK Sorce Advisory LLC 43,432 -1.91 2,694 4.26
2025-08-04 13F/A 626 Financial, LLC 22,543 -10.02 1,398 -4.31
2025-07-11 13F Congress Park Capital LLC 0 -100.00 0
2025-08-14 13F Wetherby Asset Management Inc 47,955 -4.01 2,974 -4.43
2025-07-29 13F Millburn Ridgefield Corp 8,386,471 -6.11 520,129 -0.20
2025-07-11 13F Adirondack Trust Co 11,015 -1.52 683 4.75
2025-08-04 13F FRG Family Wealth Advisors LLC 96,480 -4.46 5,984 1.54
2025-08-14 13F Bragg Financial Advisors, Inc 11,490 -3.55 713 2.45
2025-07-14 13F Pacifica Partners Inc. 8,847 -1.12 549 10.26
2025-07-25 13F Tranquility Partners, LLC 32,054 -0.98 1,988 5.30
2025-07-16 13F Motive Wealth Advisors 20,785 -1.06 1,289 5.22
2025-08-06 13F Prospera Financial Services Inc 114,321 -1.54 7,092 4.65
2025-07-21 13F Monticello Wealth Management, Llc 24,302 -0.28 1,507 5.98
2025-08-08 13F Tortoise Investment Management, LLC 21,115 -1.72 1,310 4.47
2025-08-08 13F Sawgrass Asset Management Llc 7,608 -23.73 472 -19.07
2025-08-01 13F Rossby Financial, LCC 69,289 -3.55 4,297 5.71
2025-07-21 13F Creative Capital Management Investments LLC 4,754 -12.83 295 -7.55
2025-07-22 13F SOL Capital Management CO 113,824 -1.30 7 16.67
2025-08-06 13F Bensler, LLC 37,369 -0.18 2,318 6.09
2025-08-13 13F Fiduciary Group LLC 114,256 -2.16 7,086 3.99
2025-08-07 13F Legacy Advisors, LLC 0 -100.00 0
2025-07-09 13F Baron Financial Group, LLC 24,842 -2.05 1,541 4.12
2025-08-12 13F New Republic Capital, LLC 8,843 -0.06 548 6.20
2025-07-10 13F Sovran Advisors, LLC 6,430 -54.03 408 -46.94
2025-07-21 13F Kennebec Savings Bank 170 -46.71 11 -44.44
2025-07-24 13F Brandywine Oak Private Wealth Llc 10,915 -6.31 677 -0.44
2025-03-12 13F/A Private Capital Management Llc 30,077 -1.94 1,760 -5.53
2025-07-09 13F Central Bank & Trust Co 65,346 -0.60 4,053 5.66
2025-08-06 13F Capasso Planning Partners LLC 17,949 -23.05 1,113 -18.16
2025-07-18 13F Trust Co Of Vermont 337,920 -0.32 20,958 5.95
2025-08-14 13F Ancora Advisors, LLC 213,539 -1.22 13,244 4.99
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-05-15 13F Optiver Holding B.V. 0 -100.00 0
2025-07-23 13F Gainplan LLC 20,835 -50.53 1,292 -47.42
2025-07-31 13F Moser Wealth Advisors, LLC 1,000 -55.93 62 -53.03
2025-08-01 13F New York Life Investment Management Llc 196,944 -53.12 12,214 -50.17
2025-07-23 NP IRSVX - Voya Target Retirement 2055 Fund Class I 123,946 -22.88 7,442 -25.17
2025-08-14 13F Gotham Asset Management, LLC 35,210 -44.71 2,184 -41.24
2025-08-27 NP OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio 355,000 -14.46 22,017 -9.08
2025-08-13 13F Summit Financial, LLC 383,816 -1.93 23,804 4.23
2025-07-17 13F Smith Chas P & Associates Pa Cpas 3,591 -2.18 223 3.74
2025-08-08 13F Altfest L J & Co Inc 6,062 -20.21 376 -15.35
2025-08-12 13F XTX Topco Ltd 6,876 -44.51 426 -41.08
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 7,200 -14.26 447 -8.79
2025-08-14 13F Potomac Fund Management Inc /adv 5,402 -8.86 339 6.94
2025-07-11 13F Lincoln Capital LLC 20,072 -0.39 1,245 12.38
2025-07-14 13F S.A. Mason LLC 20,628 -0.24 1,279 6.05
2025-07-14 13F Lakeshore Financial Planning, Inc. 37,239 -0.57 2,310 5.68
2025-08-14 13F Warren Averett Asset Management, LLC 894,894 -0.85 55,501 5.39
2025-08-11 13F Perennial Investment Advisors, LLC 52,480 -2.99 3,255 3.11
2025-08-15 13F CI Private Wealth, LLC 2,676,479 -45.59 632,604 120.39
2025-08-12 13F Ensign Peak Advisors, Inc 45,369 -97.08 2,814 -96.90
2025-07-29 13F Ifrah Financial Services, Inc. 3,672 -6.09 228 -0.44
2025-07-17 13F Independence Bank of Kentucky 4,523 -0.59 281 5.66
2025-07-28 13F Cushing Capital Partners, LLC 40,140 -5.98 2,489 -0.08
2025-08-04 13F L.m. Kohn & Company 4,469 -28.51 277 -23.90
2025-04-21 13F Roberts Wealth Advisors, LLC 0 -100.00 0
2025-08-04 13F Creekmur Asset Management LLC 4,007 -85.24 248 -84.33
2025-08-13 13F Serenus Wealth Advisors, LLC 347,335 -16.15 21,542 -10.88
2025-07-16 13F Falcon Wealth Planning 9,443 -16.11 586 -10.82
2025-07-23 13F TriaGen Wealth Management LLC 0 -100.00 0
2025-07-22 13F Appleton Partners Inc/ma 16,160 -2.81 1
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 46,157 -0.07 2,863 6.20
2025-08-08 13F Foundations Investment Advisors, LLC 20,702 -14.04 1,284 -8.68
2025-08-14 13F Mpwm Advisory Solutions, Llc 24,609 -3.95 1,526 2.14
2025-07-15 13F Legacy Financial Group LLC 10,596 -1.63 657 4.62
2025-07-16 13F John W. Brooker & Co., CPAs 4,671 -83.26 299 -81.70
2025-08-13 13F Truvestments Capital Llc 572 -35.73 35 -31.37
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-07-16 13F Kathmere Capital Management, LLC 30,968 -5.01 1,921 0.95
2025-08-12 13F Nemes Rush Group LLC 10,681 -28.73 662 -24.26
2025-08-07 13F Strategy Asset Managers Llc 3,718 -11.37 231 -5.74
2025-08-08 13F JFG Wealth Management, LLC 4,925 -0.10 305 6.27
2025-05-13 13F Terril Brothers, Inc. 0 -100.00 0
2025-07-09 13F First Financial Corp /in/ 2,083 -21.84 129 -16.77
2025-03-28 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 55,586 -1.66 3,594 2.69
2025-04-25 13F TBH Global Asset Management, LLC 0 -100.00 0 -100.00
2025-08-13 13F Scotia Capital Inc. 490,041 -0.16 30,392 6.12
2025-07-31 13F BIP Wealth, LLC 5,835 -16.31 362 -11.08
2025-07-14 13F Enzi Wealth 36,463 -0.57 2,313 10.99
2025-07-15 13F Beacon Financial Planning, Inc 203,844 -5.39 12,642 0.56
2025-07-07 13F Enterprise Bank & Trust Co 311,078 -8.61 19,293 -2.86
2025-07-10 13F Uptown Financial Advisors LLC 13,103 -0.30 813 6.01
2025-07-17 13F Hengehold Capital Management Llc 88,859 -7.32 5,511 -1.48
2025-08-08 13F/A Ignite Planners, LLC 30,598 -0.41 1,942 10.35
2025-08-12 13F Sandhill Capital Partners LLC 8,250 -6.42 512 -0.58
2025-08-08 13F Pnc Financial Services Group, Inc. 15,612,577 -1.06 968,292 5.17
2025-07-30 13F Exencial Wealth Advisors, Llc 116,408 -0.21 7,220 6.05
2025-07-23 13F Tyche Wealth Partners LLC 10,893 -1.79 676 4.33
2025-08-06 13F Agf Management Ltd 56,130 -0.88 3,481 5.36
2025-08-11 13F Estate Counselors, LLC 0 -100.00 0
2025-07-17 13F Neumann Capital Management, LLC 209,360 -0.62 12,985 5.64
2025-08-11 13F Guidance Point Advisors, LLC 238,202 -4.95 14,773 1.03
2025-08-11 13F Citigroup Inc 413,880 -25.94 25,669 -21.28
2025-07-25 13F waypoint wealth counsel 28,709 -8.28 1,781 -2.52
2025-07-29 13F Private Trust Co Na 80,388 -2.04 4,986 4.11
2025-07-17 13F Moody Lynn & Lieberson, Llc 13,954 -1.29 865 4.98
2025-08-05 13F ADG Wealth Management Group, LLC 95,152 -14.53 5,901 -9.16
2025-08-07 13F Montag A & Associates Inc 293,843 -11.01 18,224 -5.41
2025-04-29 13F Davidson Trust Co 0 -100.00 0
2025-05-08 13F Essential Planning, LLC. 0 -100.00 0
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 234,310 -1.84 14,532 4.30
2025-07-22 13F Grimes & Company, Inc. 175,391 -0.07 10,878 6.22
2025-08-06 13F Horan Securities, Inc. 349,143 -1.09 21,654 5.13
2025-08-27 NP OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 1,100,000 -21.43 68,222 -16.49
2025-07-08 13F Legacy Private Trust Co. 75,817 -7.91 4,702 -2.10
2025-08-14 13F Crestmont Private Wealth LLC 112,254 -1.18 6,962 5.04
2025-07-17 13F Raleigh Capital Management Inc. 233 -13.38 14 -6.67
2025-07-29 13F Ballast, Inc. 0 -100.00 0
2025-07-22 13F Romano Brothers And Company 9,967 -1.79 618 4.39
2025-08-25 NP MML Series Investment Fund II - MML Blend Fund Initial Class 217,558 -2.94 13,493 3.17
2025-07-24 13F Zullo Investment Group, Inc. 9,132 -0.97 566 5.20
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-07-18 13F PBMares Wealth Management LLC 21,441 -2.04 1,330 4.07
2025-07-30 13F Phillips Financial Management, Llc 780,470 -1.12 48,405 5.10
2025-08-14 13F TCG Advisory Services, LLC 6,157 -10.99 382 -5.46
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 376,608 -3.00 23,357 3.11
2025-07-21 13F Sage Financial Management Group, Inc. 78,826 -13.40 5 -20.00
2025-07-16 13F Fortune Financial Advisors, LLC 18,424 -2.24 1,143 3.91
2025-07-16 13F True North Advisors, LLC 0 -100.00 0
2025-08-13 13F Sepio Capital, LP 0 -100.00 0
2025-07-15 13F Oxinas Partners Wealth Management LLC 8,545 -1.61 530 4.55
2025-07-22 13F MGO Private Wealth, LLC 6,726 -1.02 417 5.30
2025-07-10 13F Weinberger Asset Management, Inc 39,038 -1.84 2,421 4.35
2025-07-23 13F Nbt Bank N A /ny 63,741 -2.69 3,953 3.43
2025-07-28 13F Wealthspan Partners, Llc 46,977 -17.13 2,914 -11.91
2025-07-18 13F United Bank 19,019 -16.53 1,180 -11.29
2025-07-15 13F Cranbrook Wealth Management, LLC 82,646 -0.72 5,126 5.52
2025-08-11 13F Western Wealth Management, LLC 211,823 -0.47 13,137 5.79
2025-09-04 13F ZynergyRetirementPlanningLLC 0 -100.00 0
2025-07-15 13F Tepp RIA, LLC 23,442 -26.41 1,454 -21.80
2025-07-29 13F May Barnhard Investments LLC 90,234 -1.06 5,596 5.17
2025-07-22 13F Coastal Investment Advisors, Inc. 527 -38.36 33 -34.69
2025-07-10 13F Selective Wealth Management, Inc. 5,833 -0.31 371 16.67
2025-08-14 13F Objective Capital Management, LLC 10,921 -10.97 677 -5.31
2025-08-18 13F N.E.W. Advisory Services LLC 2,755 -15.88 171 -10.99
2025-08-18 13F Old North State Trust, LLC 8,171 -85.96 1 -100.00
2025-07-29 13F Vectors Research Management, LLC 127,108 -1.35 7,883 4.86
2025-08-13 13F Invesco Ltd. 14,018 -4.52 869 1.52
2025-08-06 13F ETF Store, Inc. 63,203 -0.32 3,920 5.95
2025-08-14 13F Certified Advisory Corp 163,783 -2.46 10,158 3.67
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 23,489 -1.41 1,457 4.75
2025-07-10 13F Atticus Wealth Management, Llc 31,701 -16.62 1,966 -11.36
2025-08-05 13F Cambiar Investors Llc 59,451 -44.66 3,687 -41.18
2025-07-10 13F Three Seasons Wealth, LLC 26,818 -7.39 1,663 -1.54
2025-07-14 13F ABLE Financial Group, LLC 11,926 -1.53 740 4.67
2025-08-13 13F Edgestream Partners, L.P. 0 -100.00 0
2025-07-07 13F Platt Investment Counsel, LLC 243,377 -1.19 15,094 5.02
2025-07-09 13F Praetorian Wealth Management, Inc. 0 -100.00 0
2025-07-18 13F Lynx Investment Advisory 101,899 -12.68 6,320 -7.20
2025-05-08 13F Menard Financial Group LLC 0 -100.00 0
2025-07-02 13F Lvm Capital Management Ltd/mi 16,257 -4.27 1
2025-07-30 13F Onyx Bridge Wealth Group LLC 6,580 -5.72 408 0.25
2025-07-30 13F BlueChip Wealth Advisors LLC 135,504 -2.47 8,404 3.68
2025-08-08 13F Financial Gravity Companies, Inc. 2,304 -8.17 143 -8.97
2025-08-05 13F State Of Michigan Retirement System 1,351,510 -0.75 83,821 5.49
2025-08-13 13F Cresset Asset Management, LLC 2,118,958 -52.40 131,418 -49.41
2025-07-14 13F Armstrong Advisory Group, Inc 27,584 -3.19 1,711 -3.66
2025-07-24 13F Freedom Day Solutions, LLC 0 -100.00 0
2025-07-15 13F Graypoint LLC 654,440 -3.88 40,588 2.16
2025-08-27 13F/A Squarepoint Ops LLC Call 0 -100.00 0 -100.00
2025-07-31 13F Auour Investments LLC 4,525 -13.23 281 -5.41
2025-07-16 13F Rebalance, Llc 76,240 -8.34 4,728 -2.58
2025-07-18 13F Newman Dignan & Sheerar, Inc. 67,278 -1.24 4,173 4.96
2025-08-12 13F Tradition Wealth Management, LLC 6,960 -4.61 432 1.41
2025-07-14 13F Cherrydale Wealth Management, Llc 5,613 -1.25 348 5.14
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 22,525 -13.96 1,397 -8.58
2025-07-23 13F Fulton Breakefield Broenniman Llc 659,073 -0.50 40,876 5.76
2025-08-11 13F Strategic Equity Management 7,353 -93.85 456 -93.46
2025-07-29 13F Chicago Partners Investment Group LLC 898,676 -0.37 57,875 10.17
2025-05-07 13F Ameraudi Asset Management, Inc. 0 -100.00 0
2025-08-04 13F Bordeaux Wealth Advisors LLC 116,652 -0.82 7,235 5.42
2025-08-13 13F Colonial Trust Advisors 217,608 -1.08 13,496 5.14
2025-08-06 13F Paladin Advisory Group, LLC 9,805 -1.51 608 4.83
2025-07-28 13F Copia Wealth Management 2,055 -11.57 127 -5.93
2025-07-23 NP IRSOX - Voya Target Retirement 2040 Fund Class I 91,087 -27.19 5,469 -29.36
2025-07-17 13F Paradigm Financial Partners, Llc 70,045 -12.41 4,344 -6.88
2025-08-14 13F Aristotle Capital Boston, LLC 506 -79.81 31 -78.77
2025-08-01 13F Brookwood Investment Group LLC 6,959 -42.93 432 -39.38
2025-08-08 13F Mv Capital Management, Inc. 14,020 -15.26 870 -9.95
2025-07-21 13F Segment Wealth Management, LLC 5,275 -1.22 327 5.14
2025-08-05 13F Key FInancial Inc 10,088 -5.92 626 0.00
2025-07-17 13F Smith Anglin Financial, LLC 67,202 -5.73 4,168 0.19
2025-07-11 13F International Private Wealth Advisors LLC 23,356 -4.21 1,449 1.83
2025-07-16 13F St Germain D J Co Inc 4,388 -3.24 272 3.03
2025-08-05 13F Prosperity Consulting Group, LLC 15,094 -5.60 936 0.43
2025-08-07 13F/A Ellerson Group Inc /adv 31,447 -51.18 1,950 -48.11
2025-04-30 13F Planning Directions Inc 0 -100.00 0
2025-05-15 13F Glenmede Trust Co Na 318,534 -6.94 18,586 -12.85
2025-08-13 13F GeoWealth Management, LLC 6,497 -44.29 403 -40.88
2025-07-22 13F Wealthcare Capital Partners, LLC 0 -100.00 0
2025-07-14 13F Proathlete Wealth Management Llc 0 -100.00 0
2025-07-22 13F Evensky & Katz LLC 24,496 -2.13 2 0.00
2025-08-14 13F Family Office Research LLC 4,973 -8.63 308 -2.84
2025-07-15 13F Wealth Effects Llc 22,095 -13.22 1,370 -7.74
2025-07-31 13F First Business Financial Services, Inc. 790,118 -0.43 49,003 5.84
2025-07-11 13F Afg Fiduciary Services Limited Partnership 106,283 -0.35 6,674 11.93
2025-08-06 13F SJA Financial Advisory, LLC 35,693 -4.48 2,214 1.51
2025-07-25 13F Stephens Consulting, LLC 11,066 -0.01 686 6.36
2025-07-21 13F Exchange Capital Management, Inc. 87,859 -6.94 5,449 -1.07
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 117,051 -1.33 7,260 4.88
2025-07-21 13F Verus Financial Partners, Inc. 62,554 -1.22 3,982 14.36
2025-07-15 13F Forte Capital Llc /adv 5,270 -4.53 327 1.24
2025-08-08 13F Strategies Wealth Advisors, LLC 10,698 -0.19 664 6.08
2025-08-04 13F Bristlecone Advisors, LLC 491,535 -0.51 30,485 5.75
2025-07-17 13F First County Bank /CT/ 24,298 -7.80 1,507 -2.02
2025-07-31 13F AlTi Global, Inc. 2,617,211 -58.12 162,446 -55.45
2025-07-09 13F Massmutual Trust Co Fsb/adv 792,742 -4.21 49,166 1.82
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 47,298 -1.53 2,933 4.68
2025-07-09 13F Chesley Taft & Associates LLC 620,416 -9.75 38,478 -4.07
2025-08-07 13F Verus Capital Partners, Llc 18,563 -23.73 1,151 -18.94
2025-07-23 NP ISOLX - Voya Target In-Retirement Fund Class I 17,333 -66.39 1,041 -67.41
2025-07-11 13F Compass Ion Advisors, LLC 18,710 -0.27 1,160 6.03
2025-07-22 13F Willner & Heller, Llc 16,044 -8.68 995 -2.93
2025-07-30 13F MTC Wealth Management LLC 178,141 -2.04 11,048 4.12
2025-08-08 13F Wrapmanager Inc 98,927 -2.64 6,135 3.49
2025-08-12 13F Weaver Consulting Group 16,030 -0.56 994 5.74
2025-08-13 13F SCS Capital Management LLC 669,029 -18.05 41,493 -12.90
2025-08-14 13F Apriem Advisors 4,645 -54.21 288 -51.27
2025-08-08 13F Trustco Bank Corp N Y 0 -100.00 0
2025-04-01 13F Modus Advisors, LLC 0 -100.00 0 -100.00
2025-07-07 13F Somerset Trust Co 11,285 -3.47 700 2.49
2025-07-16 13F New Insight Wealth Advisors 10,753 -1.62 667 4.55
2025-08-14 13F Abound Financial, Llc 0 -100.00 0
2025-05-06 13F Wilkins Investment Counsel Inc 0 -100.00 0
2025-07-16 13F American National Bank 107,344 -2.07 6,657 4.08
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-07-23 13F Ellsworth Advisors, LLC 5,176 -1.58 321 4.90
2025-07-22 13F Gutierrez Wealth Advisory, LLC 3,343 -6.36 207 -0.48
2025-07-23 13F Valmark Advisers, Inc. 916,270 -1.54 56,827 4.65
2025-07-02 13F InvesTrust 87,693 -3.92 5,439 2.12
2025-07-23 13F Roundview Capital LLC 8,128 -5.94 504 0.00
2025-07-11 13F Hilltop Wealth Advisors, Llc 12,191 -3.72 756 2.44
2025-08-08 13F Good Life Advisors, LLC 40,081 -0.90 2,486 5.34
2025-08-18 13F Finward Bancorp 29,300 -0.15 1,817 6.13
2025-07-10 13F Rockland Trust Co 28,934 -2.60 1,794 3.52
2025-08-13 13F M&t Bank Corp 1,573,707 -1.93 97,602 4.24
2025-07-14 13F Sweeney & Michel, Llc 13,853 -2.03 879 21.44
2025-08-05 13F Artemis Wealth Advisors, LLC 31,090 -89.01 1,928 -88.32
2025-07-11 13F Bell Bank 0 -100.00 0
2025-08-06 13F Golden State Wealth Management, LLC 46,534 -5.48 2,886 0.49
2025-08-08 13F Union Savings Bank 155,863 -1.81 9,822 6.07
2025-04-22 13F Rappaport Reiches Capital Management, LLC 6,135 -7.67 358 -13.77
2025-05-13 13F Francis Financial, Inc. 0 -100.00 0
2025-07-14 13F AdvisorNet Financial, Inc 232,752 -1.30 14,435 4.91
2025-07-21 13F Sterling Investment Counsel, LLC 105,925 -41.19 6,569 -37.49
2025-07-29 13F Disciplined Investments, LLC 20,350 -3.81 1,262 2.27
2025-08-14 13F Bayesian Capital Management, LP 0 -100.00 0
2025-07-10 13F Baker Tilly Financial, Llc 113,076 -10.01 7,013 -4.36
2025-07-15 13F Bfsg, Llc 3,337 -10.94 207 -5.50
2025-08-04 13F 4J Wealth Management LLC 4,593 -7.72 285 -2.07
2025-05-15 13F Prosperity Financial Group, Inc. 0 -100.00 0
2025-08-05 13F Astra Wealth Partners LLC 56,083 -2.12 3,478 4.04
2025-08-11 13F Intrust Bank Na 647,999 -2.54 40,189 3.59
2025-07-14 13F Harbor Group, Inc. 356,605 -1.61 22,117 4.58
2025-08-06 13F Ironwood Wealth Management, LLC. 192,927 -16.37 11,965 -11.11
2025-07-31 13F Trademark Financial Management, LLC 4,585 -1.52 284 4.80
2025-07-23 13F Ohio National Investments, Inc. 2,140,000 -23.08 132,723 -18.24
2025-08-14 13F Fiduciary Trust Co 1,861,265 -1.82 115,436 4.36
2025-07-14 13F Maryland Capital Advisors Inc. 162 -15.18 10 -9.09
2025-08-01 13F Advisory Alpha, LLC 128,189 -4.65 7,950 1.35
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13,041 -70.06 809 -68.36
2025-08-08 13F Fortis Group Advisors, LLC 22,011 -5.62 1,387 1.99
2025-08-14 13F State Street Corp 1,458,173 -2.95 90,436 3.16
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 7,570 -6.08 469 4.69
2025-08-12 13F Ameritas Investment Partners, Inc. 202,831 -5.45 12,580 0.50
2025-08-12 13F Cowa, Llc 16,014 -0.97 994 5.30
2025-08-15 13F Lgl Partners, Llc 393,414 -2.07 24,604 4.97
2025-07-08 13F/A Salem Investment Counselors Inc 19,562 -5.17 1,213 0.83
2025-07-24 13F Capital Advisors, Ltd. LLC 39,174 -4.80 2 0.00
2025-07-22 13F DT Investment Partners, LLC 566,203 -46.18 35,116 -42.79
2025-08-08 13F IMA Wealth, Inc. 22,176 -2.45 1,375 3.70
2025-05-14 13F Renaissance Technologies Llc 0 -100.00 0
2025-07-21 13F Pacific Financial Group Inc 71,088 -14.28 4,409 -8.91
2025-08-06 13F Legacy Wealth Managment, LLC/ID 4,621 -24.89 287 -20.11
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A 803,667 -2.23 49,843 3.92
2025-07-17 13F One Wealth Advisors, LLC 25,015 -4.45 1,551 1.57
2025-07-25 13F Lodestar Private Asset Management Llc 259,762 -0.26 16,110 6.01
2025-07-14 13F Mechanics Bank Trust Department 29,845 -6.28 1,851 -0.43
2025-08-14 13F Wealth Advisors of Tampa Bay, LLC 0 -100.00 0
2025-07-22 13F Gemmer Asset Management LLC 14,904 -19.49 924 -14.44
2025-05-14 13F Flow Traders U.s. Llc 0 -100.00 0
2025-08-01 13F Equita Financial Network, Inc. 10,593 -12.52 657 -7.08
2025-05-12 13F Scissortail Wealth Management, LLC 0 -100.00 0
2025-08-15 13F Captrust Financial Advisors 2,214,611 -0.40 137,350 5.86
2025-08-12 13F OneAscent Financial Services LLC 8,307 -42.59 1
2025-07-23 13F Steel Peak Wealth Management LLC 14,728 -2.02 913 4.10
2025-07-31 13F Glass Jacobson Investment Advisors llc 28,054 -5.76 1,740 -6.20
2025-07-18 13F Cooper Financial Group 25,029 -14.73 1,552 -9.35
2025-08-14 13F Stifel Financial Corp 2,347,270 -6.68 145,576 -0.81
2025-07-25 13F Total Clarity Wealth Management, Inc. 0 -100.00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 695,131 -0.45 43,112 5.81
2025-08-13 13F Townsquare Capital Llc 8,327 -89.41 516 -88.75
2025-07-15 13F Mainstream Capital Management LLC 6,744 -0.22 418 6.09
2025-07-10 13F Marshall Financial Group LLC 13,479 -10.07 851 -2.63
2025-05-15 13F Select Equity Group, L.P. 0 -100.00 0
2025-07-14 13F Abound Wealth Management 6,326 -0.44 392 5.95
2025-07-17 13F LVW Advisors, LLC 7,824 -1.60 485 4.75
2025-08-08 13F Glassman Wealth Services 30,370 -1.42 1,884 4.79
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 8,636 -2.10 550 13.64
2025-07-24 13F/A McElhenny Sheffield Capital Management, LLC 4,757 -39.86 295 -36.01
2025-08-07 13F Vista Investment Partners Ii, Llc 7,131 -19.54 442 -14.51
2025-07-08 13F Heartwood Wealth Advisors LLC 3,791 -2.57 235 3.52
2025-08-14 13F Price T Rowe Associates Inc /md/ 24,916 -13.76 2 0.00
2025-07-16 13F Dakota Wealth Management 62,426 -30.81 3,872 -26.46
2025-08-12 13F Bedel Financial Consulting, Inc. 34,007 -1.08 2,109 5.66
2025-08-14 13F Xponance, Inc. 5,037 -40.51 312 -36.84
2025-07-18 13F Foundry Financial Group, Inc. 4,500 -88.77 279 -88.07
2025-08-05 13F Tsfg, Llc 17,673 -1.65 1 0.00
2025-08-01 13F Oarsman Capital, Inc. 17,739 -18.00 1,100 -12.84
2025-07-10 13F Park Capital Management, LLC / WI 0 -100.00 0
2025-07-25 13F RoundAngle Advisors LLC 85,115 -3.60 5,279 2.45
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 92,397 -1.18 5,730 5.04
2025-07-25 13F Verdence Capital Advisors LLC 34,059 -3.88 2,112 2.18
2025-07-03 13F Trinity Financial Advisors LLC 35,323 -35.60 2,191 -28.17
2025-05-15 13F Vident Advisory, LLC 0 -100.00 0 -100.00
2025-08-13 13F Colonial Trust Co / SC 80,641 -2.13 5,001 4.01
2025-07-23 13F Watershed Private Wealth Llc 19,608 -5.58 1,216 0.41
2025-07-23 13F Next Level Wealth Planning, LLC 7,121 -33.68 442 -29.55
2025-07-29 13F Arcus Capital Partners, LLC 124,426 -27.88 7,717 -23.35
2025-07-17 13F KWB Wealth 23,906 -2.17 1,395 -8.41
2025-07-16 13F ORG Partners LLC 29,556 -10.26 1,855 -3.69
2025-08-11 13F Novak & Powell Financial Services, Inc. 29,367 -27.82 1,821 -23.29
2025-08-13 13F Cary Street Partner Investment Advisory Llc 366 -23.59 23 -18.52
2025-07-24 13F True Link Financial Advisors, LLC 0 -100.00 0
2025-07-07 13F Vishria Bird Financial Group, LLC 132,237 -0.31 8,201 5.97
2025-08-05 13F Redwood Wealth Management Group, LLC 27,733 -0.12 1,720 6.17
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 25,810 -8.83 1,601 -3.09
2025-08-13 13F Boston Family Office Llc 53,674 -1.67 3 0.00
2025-07-15 13F SJS Investment Consulting Inc. 1,271 -52.94 79 -50.32
2025-07-28 13F Td Asset Management Inc 798,274 -6.40 49,509 -0.51
2025-05-12 13F Cahill Wealth Management, LLC 124,166 -0.71 7,245 -7.01
2025-08-14 13F Camden Capital, LLC 14,408 -13.82 894 -9.06
2025-07-15 13F Retirement Income Solutions, Inc 258,226 -65.77 16,015 -63.61
2025-07-16 13F ORG Wealth Partners, LLC 15,338 -8.02 964 -1.53
2025-07-24 13F Coordinated Financial Services, Inc. 15,366 -36.21 953 -36.51
2025-08-11 13F Adaptive Financial Consulting, LLC 8,939 -1.75 554 4.53
2025-07-10 13F High Net Worth Advisory Group LLC 56,698 -1.85 3,516 4.33
2025-07-21 13F Ameriflex Group, Inc. 7,541 -0.28 466 5.67
2025-08-14 13F Sentinus, LLC 26,146 -0.74 1,622 5.53
2025-08-04 13F Mayflower Financial Advisors, LLC 120,496 -33.15 7,473 -28.94
2025-08-07 13F Payden & Rygel 0 -100.00 0
2025-08-11 13F Aptus Capital Advisors, LLC 112,784 -4.60 6,995 1.39
2025-07-25 13F Yarger Wealth Strategies, Llc 12,435 -3.54 771 2.53
2025-07-15 13F Axis Wealth Partners, LLC 52,665 -5.08 3,266 0.90
2025-08-19 13F/A Pitcairn Co 108,340 -0.40 6,719 5.86
2025-07-16 13F Meridian Financial, LLC 118,001 -0.09 7,318 6.20
2025-08-27 NP OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio 410,000 -23.08 25,428 -18.24
2025-04-23 13F St. Johns Investment Management Company, LLC 0 -100.00 0
2025-08-01 13F May Hill Capital, LLC 169,759 -11.10 10,528 -5.51
2025-07-08 13F Rise Advisors, LLC 4,461 -34.55 277 -30.48
2025-08-06 13F Founders Financial Securities Llc 76,295 -54.14 4,732 -49.93
2025-05-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-07-17 13F Investment Advisory Services Inc /tx /adv 32,130 -31.23 1,993 -26.93
2025-08-01 13F Capital Investment Counsel, LLC 191,568 -3.16 11,881 2.94
2025-07-17 13F CWA Asset Management Group, LLC 30,137 -19.13 1,869 -14.03
2025-07-17 13F HB Wealth Management, LLC 144,227 -15.97 8,945 -10.69
2025-07-30 13F TFB Advisors LLC 31,619 -0.04 1,961 6.29
2025-07-29 NP EBI - Longview Advantage ETF 0 -100.00 0 -100.00
2025-08-13 13F Rosenblum Silverman Sutton S F Inc /ca 12,965 -2.99 804 3.21
2025-07-16 13F Perigon Wealth Management, LLC 302,236 -7.99 18,745 -2.20
2025-08-13 13F M Holdings Securities, Inc. 0 -100.00 0
2025-08-07 13F Rossmore Private Capital 147,747 -1.07 9,163 5.16
2025-08-11 13F Wealthspire Advisors, LLC 14,821,322 -4.26 919,218 1.77
2025-07-21 13F Zwj Investment Counsel Inc 13,014 -4.73 807 1.25
2025-07-10 13F Charter Oak Capital Management, LLC 14,963 -7.78 928 -1.90
2025-08-15 13F Provenance Wealth Advisors, LLC 86,379 -4.43 5,357 1.59
2025-07-28 13F WealthPlan Investment Management, LLC 3,971 -28.84 246 -82.31
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 78,000 -12.85 4,838 -7.37
2025-05-16 13F Capital & Planning, Llc 0 -100.00 0
2025-07-30 13F Securian Asset Management, Inc 44,510 -38.02 2,761 -34.13
2025-07-29 13F Latitude Advisors, LLC 6,137 -6.25 381 -0.26
2025-07-21 13F West Financial Advisors, LLC 388,037 -3.73 24,066 2.33
2025-07-10 13F YHB Investment Advisors, Inc. 467,090 -0.30 28,969 5.97
2025-07-31 13F City State Bank 8,555 -0.29 531 6.00
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A 529,806 -2.17 32,859 3.98
2025-07-10 13F Brooklyn FI, LLC 4,740 -1.37 294 4.64
2025-08-15 13F Fft Wealth Management Llc 191,122 -18.34 11,953 -12.48
2025-07-14 13F Clayton Financial Group LLC 0 -100.00 0
2025-08-13 13F Smith, Moore & Co. 241,177 -2.09 14,958 4.06
2025-07-22 13F Relyea Zuckerberg Hanson LLC 8,465 -30.46 525 -26.20
2025-08-14 13F Mission Creek Capital Partners, Inc. 83,418 -9.87 5,174 -4.20
2025-07-16 13F Diversified Enterprises, LLC 10,521 -18.11 653 -12.95
2025-08-11 13F Alps Advisors Inc 391,267 -7.56 24,266 -1.75
2025-08-18 13F Pacific Center for Financial Services 227,122 -1.33 14,086 4.88
2025-07-17 13F C2C Wealth Management, LLC 50,932 -1.54 3,159 4.64
2025-07-30 13F Wbh Advisory Inc 15,115 -8.65 937 -2.90
2025-07-03 13F First Hawaiian Bank 179,914 -7.63 11,158 -1.82
2025-07-17 13F Oakworth Capital, Inc. 47,957 -2.49 2,974 3.66
2025-07-25 13F Wealth Architects, LLC 3,340 -4.98 207 0.98
2025-08-06 13F OneAscent Family Office, LLC 8,545 -49.37 1
2025-08-08 13F Everett Harris & Co /ca/ 7,760 -2.51 481 3.66
2025-04-23 13F Community Financial Services Group, LLC 0 -100.00 0
2025-05-14 13F Spears Abacus Advisors LLC 0 -100.00 0
2025-07-16 13F Northern Oak Wealth Management Inc 38,889 -0.17 2,412 6.07
2025-07-11 13F Pinnacle Bancorp, Inc. 120,743 -0.24 7,488 6.03
2025-07-21 13F Ameritas Advisory Services, LLC 502,767 -27.76 31,182 -25.36
2025-08-12 13F MWA Asset Management 21,672 -1.61 1,344 4.59
2025-08-27 13F Seneca Financial Advisors LLC 0 -100.00 0 -100.00
2025-07-31 13F Kathleen S. Wright Associates Inc. 16,103 -0.98 999 5.27
2025-07-09 13F Thrive Wealth Management, LLC 16,207 -17.48 1,005 -12.30
2025-08-05 13F Magnolia Capital Advisors Llc 15,275 -2.90 947 3.27
2025-08-06 13F Savant Capital, LLC 454,932 -0.38 28,215 5.88
2025-07-21 13F Single Point Partners, LLC 690,178 -2.33 43 2.44
2025-08-08 13F Woodley Farra Manion Portfolio Management Inc 0 -100.00 0
2025-07-24 13F Callan Family Office, LLC 484,786 -5.77 30,066 0.16
2025-08-12 13F Wayfinding Financial, LLC 0 -100.00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 127,612 -2.24 7,915 3.91
2025-08-13 13F F/M Investments LLC 7,025 -41.14 436 -37.50
2025-08-08 13F Hartland & Co., LLC 940,102 -4.69 58,305 1.31
2025-08-11 13F Anderson Financial Strategies, LLC 0 -100.00 0
2025-07-16 13F Wealth Group Ltd 43,932 -6.06 2,725 -0.15
2025-05-07 13F Seneschal Advisors, LLC 0 -100.00 0
2025-08-11 13F Factorial Partners, Llc 0 -100.00 0
2025-08-14 13F Sherman Asset Management, Inc. 35,646 -0.58 2,211 5.64
2025-07-23 13F Litman Gregory Asset Management LLC 667,558 -23.35 41,402 -18.53
2025-07-24 13F MFA Wealth Services 27,412 -0.16 1,700 6.18
2025-07-29 13F Citizens Business Bank 29,019 -0.04 1,800 6.26
2025-08-15 13F Kestra Advisory Services, LLC 814,600 -14.52 50,522 -9.15
2025-07-31 13F Burke & Herbert Bank & Trust Co 136,934 -0.24 8,493 6.03
2025-08-11 13F Lowe Brockenbrough & Co Inc 606,403 -1.30 37,609 4.91
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 9,363 -18.28 581 -13.17
2025-07-28 13F Rik Saylor Financial, Inc. 41,362 -0.75 2,565 5.51
2025-08-12 13F Cynosure Management, Llc 21,535 -0.45 1,336 5.78
2025-08-13 13F Baker Avenue Asset Management, LP 35,478 -0.28 2,200 5.97
2025-07-23 13F Hardy Reed LLC 189,617 -0.09 11,760 6.19
2025-04-23 13F WoodTrust Financial Corp 0 -100.00 0
2025-07-28 13F Kiker Wealth Management, LLC 1,165 -45.96 72 -42.40
2025-07-30 13F Fiduciary Family Office, Llc 3,275 -21.84 203 -16.80
2025-05-14 13F Corebridge Financial, Inc. 0 -100.00 0 -100.00
2025-08-14 13F Peapack Gladstone Financial Corp 116,196 -0.39 7 16.67
2025-08-13 13F IAG Wealth Partners, LLC 7,267 -9.03 451 -3.43
2025-05-05 13F Northeast Planning Associates, Inc. / Nh / 0 -100.00 0
2025-08-12 13F Edmond De Rothschild Holding S.a. 5,913 -13.82 367 -8.50
2025-07-09 13F Procyon Private Wealth Partners, LLC 7,929 -82.42 492 -81.34
2025-07-18 13F Parsons Capital Management Inc/ri 76,084 -1.67 4,719 4.50
2025-06-24 NP MDAKX - MainStay Moderate ETF Allocation Fund Class C 111,219 -13.94 6,329 -24.24
2025-04-15 13F Transform Wealth, LLC 4,535 -14.84 265 -20.24
2025-08-06 13F New Millennium Group LLC 312 -22.39 19 -17.39
2025-08-14 13F STAR Financial Bank 76,861 -9.19 4,767 -3.48
2025-07-21 13F Corundum Group, Inc. 31,180 -1.95 1,934 4.20
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 3,362 -59.35 0
2025-08-14 13F Connecticut Wealth Management, LLC 2,135,947 -4.67 132,471 1.33
2025-07-29 13F TFC Financial Management 5,036 -14.56 312 -9.04
2025-08-11 13F Avantax Planning Partners, Inc. 20,001 -1.44 1,240 4.73
2025-05-12 13F Symphony Financial Services, Inc. 0 -100.00 0
2025-07-28 13F Revolve Wealth Partners, LLC 32,493 -0.16 2,015 6.16
2025-07-23 13F Winthrop Advisory Group LLC 222,819 -1.57 13,819 4.62
2025-07-17 13F Johnson Bixby & Associates, LLC 9,291 -1.35 576 4.92
2025-07-22 13F Penobscot Investment Management Company, Inc. 5,065 -25.68 314 -20.91
2025-07-29 13F Spirit Of America Management Corp/ny 8,126 -7.17 512 0.39
2025-07-21 13F Crews Bank & Trust 12,642 -3.77 784 2.35
2025-08-07 13F Cascade Financial Partners, LLC 4,718 -36.14 293 -32.25
2025-05-15 13F Rakuten Investment Management, Inc. 12,165 -12.51 708 -18.15
2025-07-17 13F Willow Creek Wealth Management Inc. 42,212 -3.66 2,618 2.39
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 274,108 -1.14 17,000 5.08
2025-08-14 13F Silvercrest Asset Management Group Llc 65,285 -20.16 4,049 -15.15
2025-08-12 13F Steward Partners Investment Advisory, Llc 1,207,705 -26.68 74,902 -22.07
2025-08-04 13F Clear Investment Research, Llc 44,292 -0.78 2,747 5.49
2025-07-10 13F HWG Holdings LP 0 -100.00 0
2025-04-17 13F Cyndeo Wealth Partners, LLC 0 -100.00 0
2025-06-24 NP MOEAX - MainStay Growth ETF Allocation Fund Class A 118,561 -9.12 6,747 -19.99
2025-07-30 13F Sonata Capital Group Inc 77,537 -3.02 5 0.00
2025-04-30 13F POM Investment Strategies, LLC 0 -100.00 0
2025-07-18 13F jvl associates llc 313,548 -8.32 19,446 -2.56
2025-04-17 13F Avid Wealth Partners LLC 0 -100.00 0
2025-08-11 13F Teachers Insurance & Annuity Association Of America 29,149 -1.12 1,808 5.06
2025-07-31 13F Gallagher Capital Advisors, LLC 133,414 -38.27 8,565 -32.08
2025-07-25 13F Hobbs Group Advisors, LLC 9,220 -3.68 572 2.33
2025-08-05 13F Sigma Planning Corp 359,171 -0.11 22,276 6.17
2025-08-11 13F Bellwether Advisors, LLC 94,282 -0.51 5,847 5.77
2025-08-14 13F Banque Transatlantique SA 0 -100.00 0
2025-08-18 13F Front Row Advisors LLC 230 -27.44 14 -22.22
2025-07-11 13F Ullmann Financial Group, Inc. 118,883 -3.75 7,373 2.30
2025-07-18 13F Pacific Point Advisors, LLC 22,196 -1.91 1,377 4.24
2025-08-14 13F Glen Eagle Advisors, LLC 13,294 -0.53 825 5.78
2025-08-05 13F Lifeworks Advisors, LLC 4,881 -35.20 303 -31.21
2025-08-08 13F Wiser Advisor Group LLC 0 -100.00 0
2025-07-29 13F Wealthstream Advisors, Inc. 21,567 -0.83 1,338 5.36
2025-08-12 13F Bank OZK 4,957 -6.15 307 -0.32
2025-07-14 13F Sowell Financial Services LLC 53,773 -12.31 3,335 -6.79
2025-07-08 13F Partnership Wealth Management, LLC 168,794 -2.32 10,469 3.83
2025-08-05 13F Sheridan Capital Management, LLC 0 -100.00 0
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 468,694 -3.31 29,068 2.77
2025-08-12 13F Mystic Asset Management, Inc. 6,645 -1.12 412 5.10
2025-07-25 13F Mitchell Capital Management Co 8,769 -9.70 556 -1.77
2025-08-06 13F SOUTH STATE Corp 59,835 -3.64 3,711 2.40
2025-07-23 13F Narwhal Capital Management 10,805 -21.59 670 -16.67
2025-05-14 13F Bbr Partners, Llc 0 -100.00 0
2025-04-29 13F Moody Aldrich Partners Llc 0 -100.00 0
2025-04-17 13F Vista Wealth Management Group, LLC 3,628 -16.54 212 -21.85
2025-08-01 13F Austin Private Wealth, LLC 7,537 -17.65 467 -12.55
2025-08-13 13F PineBridge Investments, L.P. 0 -100.00 0
2025-07-11 13F Seacrest Wealth Management, Llc 10,785 -0.07 669 6.20
2025-05-28 13F Silicon Valley Capital Partners 4,478 -11.50 261 -17.46
2025-08-04 13F Lockheed Martin Investment Management Co 0 -100.00 0
2025-08-06 13F Middleton & Co Inc/ma 82,175 -4.97 5,097 1.01
2025-07-22 13F Integrated Capital Management, LLC 0 -100.00 0
2025-07-29 13F Mattson Financial Services, LLC 0 -100.00 0
2025-07-03 13F TrueWealth Advisors, LLC 4,705 -2.14 292 3.93
2025-08-14 13F Oxford Financial Group Ltd 37,640 -0.44 2,334 5.85
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 -100.00 0 -100.00
2025-07-09 13F Emprise Bank 11,437 -1.72 709 4.42
2025-08-14 13F GWM Advisors LLC 399,318 -4.36 24,766 1.66
2025-07-23 13F Traphagen Investment Advisors Llc 16,098 -0.06 998 6.28
2025-07-30 13F DecisionMap Wealth Management, LLC 4,169 -4.36 259 1.57
2025-07-30 13F D.a. Davidson & Co. 499,581 -0.81 30,984 5.43
2025-07-18 13F SOA Wealth Advisors, LLC. 57,978 -9.27 3,596 -3.57
2025-07-30 13F Fingerlakes Wealth Management, Inc. 5,062 -0.69 314 5.39
2025-07-15 13F Fifth Third Bancorp 4,695,686 -3.36 291,226 2.72
2025-07-24 13F PDS Planning, Inc 229,329 -1.94 14,223 4.22
2025-07-29 13F Northeast Investment Management 4,789 -4.73 297 1.37
2025-08-13 13F Willis Johnson & Associates, Inc. 64,868 -0.30 4,023 5.98
2025-07-23 NP IRSLX - Voya Target Retirement 2025 Fund Class I 31,574 -60.37 1,896 -61.55
2025-08-14 13F FIL Ltd 932,456 -63.32 57,831 -61.01
2025-08-07 13F Legacy Financial Advisors, Inc. 6,030 -22.11 374 -17.29
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares 63,486 -8.89 3,937 -3.15
2025-07-24 13F Vantage Point Financial LLC 5,541 -2.03 344 3.94
2025-07-29 13F Lyell Wealth Management, Lp 40,085 -6.31 2,486 -0.40
2025-08-06 13F Stone House Investment Management, LLC 9,147 -1.33 567 5.00
2025-08-11 13F Lcnb Corp 33,855 -0.81 2,100 5.42
2025-08-12 13F Argent Trust Co 359,658 -0.48 22,306 5.78
2025-08-14 13F City National Bank Of Florida /msd 19,205 -0.04 1,191 6.24
2025-07-17 13F Alliance Wealth Advisors, LLC 68,804 -42.82 4,267 -39.23
2025-07-07 13F Global Wealth Strategies & Associates 9,346 -18.72 580 -13.58
2025-08-14 13F Ubs Asset Management Americas Inc 111,435 -8.95 6,911 -3.22
2025-07-31 13F New Hampshire Trust 135,004 -0.94 8,373 5.29
2025-07-16 13F Holland Advisory Services, Inc. 266,583 -0.32 16,534 5.95
2025-07-17 13F Moss Adams Wealth Advisors LLC 6,365 -0.90 395 5.35
2025-07-30 13F Meadow Creek Wealth Advisors Llc 10,429 -21.52 647 -16.65
2025-08-04 13F IFG Advisory, LLC 202,746 -1.53 12,574 4.67
2025-08-08 13F Accredited Investors Inc. 2,041,023 -23.60 126,584 -18.80
2025-08-19 13F Newbridge Financial Services Group, Inc. 695 -94.55 43 -94.21
2025-07-14 13F Acropolis Investment Management, LLC 1,574,000 -1.13 97,619 5.09
2025-07-28 13F Perfromance Wealth Partners, LLC 6,279 -8.52 389 -2.75
2025-08-14 13F Geneva Partners, LLC 4,613 -2.60 286 3.62
2025-07-21 13F Cape Ann Savings Bank 257,478 -2.64 15,969 3.48
2025-07-22 13F Peoples Bank /oh 135,538 -7.15 8,406 -1.30
2025-07-31 13F Lazard Freres Gestion S.A.S. 0 -100.00 1
2025-07-22 13F Iowa State Bank 374,598 -0.47 23,233 5.79
2025-08-13 13F Northern Trust Corp 22,692,318 -0.84 1,407,378 5.39
2025-07-22 13F Beacon Financial Advisory LLC 4,464 -50.74 277 -47.73
2025-08-13 13F River Wealth Advisors LLC 66,909 -1.25 4,150 4.96
2025-07-15 13F Cora Capital Advisors Llc 24,835 -0.16 1,540 6.13
2025-08-12 13F Allen Capital Group, LLC 16,247 -17.81 1,008 -12.66
2025-07-10 13F Peoples Bank/KS 0 -100.00 0
2025-07-07 13F Trust Co 1,790 -18.64 111 -13.28
2025-08-06 13F Simmons Bank 279,215 -3.25 17,317 2.84
2025-07-28 13F Patten & Patten Inc/tn 5,070 -27.05 314 -22.47
2025-07-21 13F TFG Advisers LLC 16,521 -0.94 1,025 5.24
2025-08-08 13F Fiera Capital Corp 624,180 -6.08 38,712 -0.17
2025-07-09 13F Lbmc Investment Advisors, Llc 74,517 -12.32 4,622 -6.80
2025-08-14 13F Clg Llc 13,304 -29.95 825 -25.54
2025-07-09 13F Fermata Advisors, LLC 7,533 -13.18 467 -7.71
2025-05-05 13F Arcadia Wealth Management, LLC 0 -100.00 0
2025-07-31 13F Buckingham Strategic Partners 70,669 -10.09 4,383 -4.45
2025-08-05 13F Westside Investment Management, Inc. 1,256 -5.35 78 0.00
2025-07-30 13F Rehmann Capital Advisory Group 0 -100.00 0
2025-08-14 13F Full Sail Capital, LLC 1,276,269 -0.53 79,154 5.72
2025-07-29 13F Stratos Wealth Partners, LTD. 1,090,149 -1.52 67,611 4.67
2025-04-21 13F O'Dell Group, LLC 0 -100.00 0
2025-08-13 13F Capital Fund Management S.a. Put 0 -100.00 0 -100.00
2025-08-01 13F Gwn Securities Inc. 14,335 -81.70 892 -80.89
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F 30,000 -9.09 1,861 -3.38
2025-08-01 13F Heritage Wealth Management, Inc./Texas 40,946 -5.39 2,538 0.51
2025-08-04 13F One Day In July LLC 89,038 -32.66 5,522 -28.43
2025-08-11 13F Great Lakes Advisors, Llc 0 -100.00 0
2025-07-16 13F/A CX Institutional 154,888 -7.78 10 0.00
2025-08-11 13F Madison Asset Management, LLC 288,286 -9.74 17,879 -4.06
2025-07-18 13F BSW Wealth Partners 76,898 -3.72 4,769 2.34
2025-08-08 13F Citizens Financial Group Inc/ri 3,109,469 -2.37 192,849 3.77
2025-07-14 13F Gries Financial Llc 73,608 -2.39 4,565 3.75
2025-08-07 13F Allworth Financial LP 600,038 -0.21 37,214 8.87
2025-07-31 13F Waldron Private Wealth LLC 193,277 -2.15 11,987 4.01
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 34,507 -0.13 2,140 6.15
2025-07-30 13F Nottingham Advisors, Inc. 274,195 -6.62 17,006 -0.75
2025-08-14 13F Riggs Asset Managment Co. Inc. 4,079 -97.71 253 -97.57
2025-05-09 13F Fairfield Financial Advisors, LTD 0 -100.00 0
2025-07-31 13F Guardian Asset Advisors, LLC 92,228 -1.95 5,720 4.21
2025-07-11 13F Wealth Management Partners, LLC 20,986 -1.30 1,325 6.85
2025-07-18 13F First United Bank Trust/ 2,215 -3.70 137 2.24
2025-07-02 13F Crumly & Associates Inc. 50,725 -0.07 3,146 6.21
2025-07-25 13F Midwest Capital Advisors, LLC 2,609 -32.22 162 -28.12
2025-07-25 13F Cwm, Llc 716,177 -28.93 44 -24.14
2025-08-14 13F Letson Investment Management, Inc. 0 -100.00 0 -100.00
2025-08-05 13F Continuum Wealth Advisors, Llc 19,945 -0.99 1,237 5.19
2025-07-09 13F Affinity Capital Advisors, LLC 128,875 -0.43 7,993 13.59
2025-08-05 13F Gilbert & Cook, Inc. 38,028 -0.41 2,358 5.83
2025-08-13 13F Correct Capital Wealth Management 19,416 -5.87 1,204 0.08
2025-07-24 13F Eastern Bank 132,942 -2.87 8,245 3.24
2025-08-19 13F Advisory Services Network, LLC 314,681 -26.54 19,834 -20.64
2025-08-12 13F Farmers National Bank 9,693 -0.51 601 5.81
2025-08-13 13F Gateway Wealth Partners, LLC 8,845 -26.07 549 -21.49
2025-08-06 13F Hoxton Planning & Management, LLC 12,162 -1.63 754 4.58
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 39,840 -7.59 2,471 -1.79
2025-07-25 13F Wells Financial Advisors INC 11,155 -22.80 692 -18.03
2025-05-07 13F WMS Partners, LLC 0 -100.00 0
2025-07-07 13F OMNI 360 Wealth, Inc. 12,748 -1.59 791 4.64
2025-08-12 13F/A Cozad Asset Management Inc 65,975 -3.51 4,092 2.56
2025-07-18 13F Rogco, Lp 118,871 -0.86 7,372 5.37
2025-08-04 13F UNIVEST FINANCIAL Corp 46,391 -0.87 2,877 5.38
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 12,858 -1.42 797 4.73
2025-07-09 13F Market Street Wealth Management Advisors Llc 3,810 -1.42 236 4.89
2025-07-23 13F Arcadia Investment Advisors Llc 34,225 -0.19 2,123 6.10
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 7,350 -48.06 456 -44.85
2025-07-29 13F Aspiriant, Llc 66,227 -2.43 4,107 3.71
2025-07-24 13F Blair William & Co/il 679,166 -50.54 42,122 -47.43
2025-08-13 13F Quadrant Capital Group Llc 662,339 -9.60 41,078 -3.91
2025-07-23 13F Joel Isaacson & Co., LLC 58,665 -1.83 3,638 4.36
2025-08-11 13F Mosaic Family Wealth Partners, Llc 3,634 -21.56 225 -16.67
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 1,574 -24.36 98 -19.83
2025-07-29 13F Mutual Of America Capital Management Llc 3,305 -6.19 205 -0.49
2025-08-04 13F Kovack Advisors, Inc. 8,003 -9.82 496 -4.06
2025-08-14 13F Keebeck Wealth Management, LLC 5,805 -14.95 360 -9.55
2025-04-29 13F Royal Harbor Partners, LLC 0 -100.00 0
2025-07-15 13F/A Northstar Asset Management Inc 0 -100.00 0
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26,857 -15.13 1,666 -9.80
2025-08-12 13F Integrated Advisors Network LLC 221,335 -13.11 13,727 -7.64
2025-07-25 13F Lion Street Advisors, LLC 7,816 -1.28 485 4.99
2025-07-17 13F Beacon Capital Management, LLC 1,274 -43.48 79 -39.69
2025-08-06 13F Wsfs Capital Management, Llc 49,015 -12.07 3,040 -6.55
2025-08-04 13F Noesis Capital Mangement Corp 0 -100.00 0
2025-08-12 13F Rhumbline Advisers 113,715 -49.96 7,053 -46.82
2025-05-01 13F Grant/GrossMendelsohn, LLC 24,875 -9.05 1,413 -17.14
2025-07-23 13F Capital Management Associates, Inc 25,886 -45.96 1,605 -42.58
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0 -100.00
2025-08-04 13F Keybank National Association/oh 9,041,121 -0.85 560,731 5.39
2025-04-08 13F Presidio Capital Management, LLC 0 -100.00 0
2025-08-05 13F Elyxium Wealth, LLC 131,563 -5.19 8,160 0.77
2025-04-24 13F Financial Life Advisors 0 -100.00 0
2025-07-03 13F Collective Family Office Llc 17,649 -0.09 1,095 6.21
2025-07-08 13F Range Financial Group LLC 6,169 -1.11 383 5.23
2025-07-31 13F Ramsay, Stattman, Vela & Price, Inc. 145,779 -3.96 9,041 2.08
2025-08-12 13F Bank Julius Baer & Co. Ltd, Zurich 0 -100.00 0
2025-08-14 13F Vista Private Wealth Partners. LLC 3,398 -9.07 211 -3.67
2025-07-11 13F Rockwood Wealth Management, LLC 42,588 -6.11 2,641 -0.19
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100.00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 264,304 -60.81 16,601 -57.82
2025-08-25 NP IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 8,267 -0.96 513 5.13
2025-07-22 13F Apexium Financial, Lp 41,669 -6.15 2,584 -0.23
2025-07-25 13F Astoria Portfolio Advisors LLC. 0 -100.00 0
2025-08-07 13F Hughes Financial Services, LLC 2,041 -5.38 128 0.79
2025-05-28 NP TFAFX - Tactical Growth Allocation Fund Class I 1,950 -32.76 114 -37.22
2025-08-08 13F Nixon Peabody Trust Co 3,442 -10.29 213 -4.48
2025-08-12 13F Strategic Advisors LLC 3,935 -1.75 244 4.72
2025-08-14 13F Bank Of America Corp /de/ 67,880,608 -2.27 4,209,955 3.88
2025-07-07 13F Accelerate Investment Advisors LLC 3,476 -3.26 216 2.87
2025-07-24 13F Ashford Advisors, LLC 4,000 -36.00 1,763 384.07
2025-08-07 13F Nwam Llc 50,091 -59.83 3,193 -56.12
2025-08-13 13F Dana Investment Advisors, Inc. 21,453 -1.81 1,331 4.40
2025-07-31 13F Conservest Capital Advisors, Inc. 13,527 -27.77 839 -23.26
2025-07-23 NP IRSNX - Voya Target Retirement 2035 Fund Class I 131,070 -32.82 7,869 -34.82
2025-08-06 13F Wedbush Securities Inc 43,732 -8.30 3 0.00
2025-08-07 13F Evoke Wealth, Llc 32,213 -1.15 1,998 5.05
2025-04-28 13F Smart Money Group LLC 0 -100.00 0
2025-07-16 13F Ipswich Investment Management Co., Inc. 15,060 -0.23 934 6.14
2025-07-29 13F Koshinski Asset Management, Inc. 41,969 -2.95 2,603 3.13
2025-05-15 13F/A Orion Portfolio Solutions, LLC 211,422 -12.22 12,336 -17.80
2025-08-14 13F Ambassador Advisors, LLC 5,905 -0.34 366 6.09
2025-05-14 13F Caitlin John, LLC 0 -100.00 0
2025-08-14 13F First Foundation Advisors 20,369 -1.27 1,263 4.99
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,407 -0.28 832 6.27
2025-08-07 13F Meridian Financial Partners LLC 6,435 -1.53 0
2025-08-14 13F Fmr Llc 36,672,022 -10.34 2,274,399 -4.70
2025-08-08 13F Petix & Botte Co 195,224 -4.03 12,108 2.01
2025-08-14 13F Mml Investors Services, Llc 3,233,431 -0.39 201 5.82
2025-08-14 13F Becker Capital Management Inc 13,630 -1.48 845 4.71
2025-07-17 13F Symmetry Partners, LLC 3,713 -1.14 230 5.02
2025-07-25 13F Cypress Capital Group 17,642 -1.67 1,094 4.59
2025-07-21 13F Old Second National Bank Of Aurora 489,221 -4.10 30,341 1.94
2025-08-12 13F Vawter Financial, Ltd. 0 -100.00 0
2025-07-23 13F Richwood Investment Advisors, LLC 132,228 -0.53 8,201 5.72
2025-04-18 13F Five Oceans Advisors 0 -100.00 0
2025-08-07 13F Gs Investments, Inc. 22,090 -6.23 1,370 -0.29
2025-08-13 13F Tranquilli Financial Advisor LLC 11,392 -55.92 707 -53.18
2025-07-31 13F 180 Wealth Advisors, Llc 8,771 -4.02 544 1.88
2025-08-12 13F Insigneo Advisory Services, Llc 18,270 -2.59 1,133 3.56
2025-08-06 13F Stokes Family Office, LLC 7,855 -1.69 487 4.51
2025-08-11 13F von Borstel & Associates, Inc. 0 -100.00 0
2025-08-05 13F Prosperity Wealth Management, Inc. 6,400 -76.58 397 -75.16
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-07-23 NP VRSAX - Voya Target Retirement 2060 Fund Class I 53,472 -21.23 3,210 -23.57
2025-07-18 13F Philip James Wealth Mangement, LLC 14,947 -0.19 927 6.07
2025-08-08 13F Cetera Investment Advisers 2,574,014 -3.46 159,640 2.61
2025-07-07 13F St. Clair Advisors, LLC 32,735 -1.77 2,030 4.42
2025-07-10 13F Brady Family Wealth, Llc 38,181 -0.19 2,368 6.05
2025-07-08 13F Arlington Trust Co LLC 17,187 -5.36 1,066 0.57
2025-07-17 13F Enclave Advisors LLC 126,013 -20.68 7,815 -15.69
2025-07-28 13F BRYN MAWR TRUST Co 469,895 -3.27 29,143 2.81
2025-08-12 13F Vestor Capital, Llc 1,282 -98.25 0 -100.00
2025-07-30 13F Retirement Planning Group 15,134 -1.57 939 4.57
2025-08-08 13F Avantax Advisory Services, Inc. 640,753 -0.26 39,740 6.01
2025-07-24 13F Robertson Stephens Wealth Management, LLC 208,026 -2.74 12,902 3.37
2025-08-14 13F Matrix Private Capital Group Llc 155,566 -9.31 9,648 -3.61
2025-08-13 13F Allegheny Financial Group LTD 70,399 -1.36 4,366 4.85
2025-08-25 NP AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 164,835 -10.98 10,223 -5.38
2025-07-09 13F Westmount Partners, LLC 12,261 -2.17 760 3.97
2025-05-27 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 17,777 -16.93 1,037 -22.21
2025-04-10 13F Sugar Maple Asset Management, LLC 0 -100.00 0
2025-08-01 13F Bessemer Group Inc 1,347,898 -7.20 84 -1.19
2025-07-17 13F Sonora Investment Management Group, LLC 6,055 -6.02 376 0.00
2025-08-05 13F Sebold Capital Management, Inc. 70,455 -0.48 4,370 5.79
2025-08-12 13F Jefferies Financial Group Inc. 19,383 -50.71 1,202 -47.60
2025-08-20 13F Forefront Wealth Partners, LLC 30,616 -9.56 1,908 -3.44
2025-08-15 13F Manhattan West Asset Management, LLC 24,719 -3.87 1,533 2.20
2025-09-04 13F SevenBridge Financial Group, LLC 30,507 -9.53 1,944 -5.54
2025-08-08 13F Apex Wealth Management, LLC 29,587 -1.90 1,835 4.32
2025-07-07 13F Horizons Wealth Management 10,191 -14.10 632 -8.67
2025-07-24 13F 3Chopt Investment Partners, LLC 1,835 -5.75 114 0.00
2025-07-15 13F Mather Group, Llc. 71,231 -6.76 4,418 -0.90
2025-07-10 13F Oldfather Financial Services, LLC 32,934 -3.36 2,043 2.72
2025-07-18 13F Swp Financial Llc 44,279 -0.31 2,746 5.98
2025-08-14 13F Harmony Asset Management Llc 25,903 -7.75 1,607 -1.95
2025-08-05 13F Sage Capital Management, LLC 21,398 -1.15 1,327 5.07
2025-08-08 13F ERTS Wealth Advisors, LLC 0 -100.00 0
2025-07-31 13F Optimum Investment Advisors 4,585 -6.14 284 -0.35
2025-08-08 13F Thoroughbred Financial Services, Llc 27,994 -9.43 2 0.00
2025-07-23 13F Lansing Street Advisors 18,951 -6.13 1,175 -0.25
2025-08-14 13F Millennium Management Llc 39,918 -3.91 2,476 2.15
2025-07-09 13F Exchange Bank 32,358 -0.26 2,007 6.03
2025-07-30 13F Rothschild Capital Partners, LLC 4,871 -20.02 302 -14.93
2025-05-09 13F Washington Growth Strategies Llc 0 -100.00 0
2025-08-13 13F Rsm Us Wealth Management Llc 428,070 -10.21 26,549 -4.56
2025-08-14 13F Visionary Wealth Advisors 4,029 -11.82 250 -6.39
2025-08-14 13F Hirtle Callaghan & Co LLC 47,336 -33.75 2,936 -29.58
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 12,862 -2.35 798 3.78
2025-06-24 NP MNERX - MainStay Conservative ETF Allocation Fund Class R3 25,934 -19.21 1,476 -28.92
2025-05-16 13F Coordinated Financial Services, Inc./CO 22,115 -3.64 1,290 -3.95
2025-08-06 13F Modera Wealth Management, LLC 835,714 -1.65 51,831 4.54
2025-07-16 13F Arkansas Financial Group, Inc. 1,104,762 -0.28 70,053 17.79
2025-08-18 13F Second Line Capital, LLC 34,273 -3.52 2,126 2.56
2025-08-05 13F Cassaday & Co Wealth Management LLC 17,129 -11.62 1,062 -6.02
2025-07-24 13F MSH Capital Advisors LLC 77,399 -4.59 4,800 1.42
2025-05-14 13F Douglass Winthrop Advisors, LLC 0 -100.00 0
2025-07-30 13F Alexis Investment Partners, LLC 20,320 -17.62 1,260 -12.44
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100.00 0
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-07-07 13F Trust Co Of Oklahoma 76,228 -1.12 4,728 5.09
2025-08-05 13F Inlet Private Wealth, LLC 0 -100.00 0
2025-08-14 13F Financial Network Wealth Advisors LLC 265 -17.19 16 -11.11
2025-07-09 13F Defined Wealth Management, Llc 6,794 -0.34 421 6.05
2025-08-06 13F Thompson Siegel & Walmsley Llc 5,145 -1.78 0
2025-05-13 13F Shorepoint Capital Partners LLC 0 -100.00 0
2025-07-10 13F NorthCrest Asset Manangement, LLC 139,825 -6.93 8,919 1.75
2025-08-14 13F Seven Mile Advisory 8,278 -0.59 513 5.77
2025-08-12 13F Financial Advocates Investment Management 202,409 -26.57 12,553 -21.95
2025-07-21 13F Greenwood Capital Associates Llc 126,436 -8.59 7,842 -2.84
2025-04-18 13F Rakuten Securities, Inc. 0 -100.00 0
2025-08-11 13F WPWealth LLP 4,679 -25.06 290 -20.33
2025-07-31 13F Forte Asset Management Llc 27,848 -0.98 1,727 5.24
2025-07-16 13F Cahaba Wealth Management, Inc. 1,807,885 -4.73 112,125 1.26
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 18,015 -1.12 1,117 5.08
2025-07-23 13F Stonegate Investment Group, LLC 5,220 -16.67 324 -11.51
2025-08-13 13F Holos Integrated Wealth LLC 0 -100.00 0
2025-08-12 13F Putnam Fl Investment Management Co 1,552,763 -40.20 96,302 -36.44
2025-08-13 13F ASB Consultores, LLC 0 -100.00 0
2025-08-25 NP GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 152,220 -8.47 9,441 -2.72
2025-07-30 13F Demars Financial Group, LLC 14,306 -98.35 887 6,235.71
2025-07-17 13F MBA Advisors LLC 16,871 -5.21 1,046 0.77
2025-07-16 13F Vision Capital Management, Inc. 173,090 -0.69 10,735 5.56
2025-07-22 13F Berger Financial Group, Inc 3,443 -34.99 214 -31.07
2025-08-12 13F Archvest Wealth Advisors, Inc. 0 -100.00 0
2025-07-11 13F BTC Capital Management, Inc. 3,674 -48.46 228 -45.30
2025-07-31 13F CVA Family Office, LLC 70,351 -1.31 4,363 4.91
2025-08-08 13F Investment Partners, Ltd. 28,927 -9.82 1,794 -4.12
2025-08-14 13F Temasek Holdings (Private) Ltd 0 -100.00 0
2025-04-29 13F Penserra Capital Management LLC 0 -100.00 0
2025-08-06 13F Convergence Financial, LLC 71,903 -3.51 4,459 2.55
2025-08-14 13F Horizon Investments, LLC 58,875 -94.30 3,651 -93.94
2025-08-14 13F UBS Group AG 22,366,581 -3.21 1,387,175 2.88
2025-08-07 13F Rollins Financial Advisors, LLC 6,766 -15.59 420 -10.28
2025-08-06 13F Vantage Financial Partners, LLC 109,295 -54.28 6,778 -51.41
2025-08-07 13F Commerce Bank 169,978 -3.14 10,542 2.96
2025-07-08 13F S.E.E.D. Planning Group LLC 13,405 -0.68 831 5.59
2025-08-06 13F AE Wealth Management LLC 46,075 -21.67 2,858 -16.75
2025-07-31 13F Lee Danner & Bass Inc 4,831 -0.66 300 5.65
2025-08-06 13F Ethos Financial Group, LLC 16,122 -5.97 1,000 -3.66
2025-08-14 13F Aprio Wealth Management, LLC 70,654 -0.36 4,382 5.90
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-07-15 13F GSB Wealth Management, LLC 83,054 -4.41 5,151 1.60
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 8,937 -16.44 554 -11.22
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 0 -100.00 0
2025-07-30 13F Capstone Triton Financial Group, LLC 0 -100.00 0
2025-07-09 13F Aaron Wealth Advisors LLC 25,612 -5.50 1,588 0.44
2025-07-31 13F United Community Bank 65,332 -2.80 4,052 3.29
2025-08-06 13F First Horizon Advisors, Inc. 951,472 -2.32 59,010 3.82
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-08-08 13F Empower Advisory Group, LLC 31,355 -38.58 1,945 -34.72
2025-07-30 13F Evermay Wealth Management Llc 647,557 -4.56 40,162 1.44
2025-07-17 13F ERn Financial, LLC 39,743 -0.40 2,465 5.84
2025-07-24 13F Ronald Blue Trust, Inc. 7,351 -25.75 456 -21.14
2025-08-11 13F Pineridge Advisors LLC 262 -46.86 16 -42.86
2025-09-04 13F/A Advisor Group Holdings, Inc. 2,345,325 -4.65 145,480 1.35
2025-07-16 13F Moneywise, Inc. 22,597 -71.31 1,401 -69.51
2025-08-08 13F ProVise Management Group, LLC 63,637 -5.86 3,947 0.05
2025-08-14 13F LM Advisors LLC 9,455 -7.35 1
2025-08-14 13F Wells Fargo & Company/mn 50,077,411 -0.27 3,105,801 6.01
2025-08-14 13F Modern Wealth Management, LLC 15,575 -0.53 966 5.70
2025-04-24 13F Westend Capital Management LLC 0 -100.00 0
2025-07-25 13F Hazlett, Burt & Watson, Inc. 7,419 -4.93 0
2025-07-22 13F Capital Advisors Inc/ok 72,090 -3.58 4,471 2.50
2025-08-05 13F WorthPointe, LLC 38,086 -2.54 2,362 3.60
2025-07-16 13F Amarillo National Bank 26,690 -0.96 1,655 5.28
2025-07-16 13F Essex Financial Services, Inc. 99,667 -5.16 6,181 0.82
2025-08-13 13F Shepherd Financial Partners LLC 12,729 -2.82 789 3.27
2025-07-18 13F TruNorth Capital Management, LLC 1,412 -19.95 88 -14.71
2025-07-18 13F Marino, Stram & Associates Llc 269,334 -1.08 16,704 5.14
2025-08-08 13F Parker Investment Management, LLC 0 -100.00 0
2025-08-11 13F Independent Advisor Alliance 28,545 -3.34 1,770 2.73
2025-07-10 13F Pachira Investments Inc. 174,571 -4.63 10,827 1.60
2025-08-13 13F MetLife Investment Management, LLC 132,000 -0.83 8,187 5.41
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 279,893 -19.43 17,359 -14.36
2025-08-19 13F National Asset Management, Inc. 82,294 -7.45 5,104 -7.89
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 59,210 -1.94 3,672 4.23
2025-08-04 13F Spire Wealth Management 152,841 -23.11 9,292 -19.88
2025-08-11 13F Midwest Professional Planners, LTD. 80,667 -0.14 5,003 6.13
2025-08-07 13F Traynor Capital Management, Inc. 17,457 -92.89 1,096 -92.35
2025-07-29 13F Salomon & Ludwin, LLC 371,554 -3.69 23,564 4.66
2025-07-21 13F Triad Wealth Partners, LLC 14,489 -29.59 899 -25.17
2025-08-14 13F Ruggaard & Associates LLC 16,567 -15.90 1,027 -10.62
2025-07-17 13F Flywheel Private Wealth LLC 76,843 -8.70 4,766 -2.97
2025-08-11 13F TRUE Private Wealth Advisors 55,908 -80.03 3,467 -78.78
2025-07-22 13F Fishman Jay A Ltd/mi 10,000 -16.67 620 -11.43
2025-07-14 13F Southland Equity Partners LLC 7,823 -1.45 485 4.75
2025-08-11 13F Heritage Wealth Advisors 0 -100.00 0
2025-08-13 13F Amundi 0 -100.00 0
2025-07-31 13F Graybill Bartz & Assoc Ltd 11,179 -0.50 693 5.80
2025-08-06 13F OneAscent Wealth Management LLC 3,276 -26.70 0
2025-07-24 13F Bryant Woods Investment Advisors, LLC 381,029 -1.47 23,632 4.73
2025-07-30 13F Studio Investment Management Llc 0 -100.00 0
2025-07-22 13F DAVENPORT & Co LLC 154,272 -7.03 9,568 -1.19
2025-07-24 13F Bernard Wealth Management Corp. 18,452 -0.20 1,144 6.12
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 518,912 -17.41 32,183 -12.21
2025-08-12 13F SRS Capital Advisors, Inc. 14,637 -9.65 1,109 17.25
2025-07-29 13F Dale Q Rice Investment Management Ltd 32,943 -51.74 2,069 -48.05
2025-08-05 13F Tiaa Trust, National Association 1,164,247 -3.77 72,207 2.28
2025-07-23 13F Ameliora Wealth Management Ltd. 15,009 -22.17 931 -17.33
2025-05-14 13F Earnest Partners Llc 0 -100.00 0
2025-08-08 13F Wealth Quarterback LLC 9,748 -45.36 605 -41.92
2025-08-07 13F Resources Investment Advisors, LLC. 375,772 -3.77 23,305 2.29
2025-07-07 13F Kings Path Partners LLC 6,524 -2.63 405 3.59
2025-07-23 13F SpringVest Wealth Management LLC 32,841 -1.61 2,037 4.57
2025-07-15 13F Td Private Client Wealth Llc 361,893 -3.59 22,445 2.47
2025-05-14 13F Heritage Wealth Partners, LLC 4,246 -2.01 248 -8.52
2025-07-29 13F International Assets Investment Management, Llc 21,098 -14.50 1,309 -9.10
2025-07-30 13F Brookstone Capital Management 77,264 -0.72 4,792 5.51
2025-07-21 13F Quattro Financial Advisors Llc 96,119 -6.26 5,961 -0.37
2025-07-17 13F KG&L Capital Management,LLC 26,409 -2.68 1,638 3.41
2025-08-11 13F FineMark National Bank & Trust 499,519 -12.96 30,980 -7.48
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 405 -27.03 25 -21.87
2025-07-29 13F Financial Guidance Group, Inc. 5,925 -4.05 367 1.94
2025-08-14 13F Two Sigma Securities, Llc 0 -100.00 0
2025-07-30 13F Mason & Associates, LLC 0 -100.00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 419,353 -8.40 26,008 -2.64
2025-08-11 13F Mill Creek Capital Advisors, LLC 6,767 -28.57 420 -24.09
2025-05-14 13F Napa Wealth Management 0 -100.00 0
2025-08-11 13F United Capital Financial Advisers, Llc 493,559 -3.53 30,611 2.54
2025-08-07 13F Topel & Distasi Wealth Management, LLC 109,933 -9.37 6,818 -3.66
2025-05-15 13F Manufacturers Life Insurance Company, The 0 -100.00 0
2025-08-14 13F Toronto Dominion Bank 0 -100.00 0
2025-08-08 13F Truepoint, Inc. 11,155 -16.66 692 -11.52
2025-08-12 13F Shakespeare Wealth Management, Inc. 20,965 -0.40 1,300 5.86
2025-05-13 13F Measured Risk Portfolios, Inc. 0 -100.00 0
2025-08-05 13F Ellevest, Inc. 41,723 -29.25 2,588 -24.82
2025-07-17 13F Altus Wealth Management, LLC 347,210 -0.60 21,534 5.65
2025-07-28 13F Sterling Financial Planning, Inc. 71,504 -0.36 4,435 5.90
2025-08-11 13F MainStreet Investment Advisors LLC 725,169 -4.48 44,975 1.53
2025-07-23 13F Sachetta, LLC 47,326 -20.06 2,935 -15.03
2025-07-29 13F Wingate Wealth Advisors, Inc. 9,497 -23.52 589 -18.65
2025-06-03 13F Invst, LLC 9,404 -96.69 549 -96.91
2025-04-14 13F Wynn Capital, LLC 0 -100.00 0
2025-07-11 13F/A Umb Bank N A/mo 2,114,781 -6.31 131,159 -0.42
2025-08-08 13F Chandler Asset Management, Inc. 1,358,103 -1.25 84,230 4.96
2025-08-14 13F Tennessee Valley Asset Management Partners 0 -100.00 0
2025-08-11 13F Wealthgarden F.s. Llc 9,834 -24.21 620 -18.23
2025-07-21 13F Ascent Group, LLC 21,441 -7.07 1,330 -1.26
2025-08-14 13F Palisade Capital Management Llc/nj 39,365 -0.17 2,441 6.13
2025-08-05 13F GHP Investment Advisors, Inc. 131,684 -0.21 8,167 6.08
2025-04-28 13F Sterling Group Wealth Management, LLC 0 -100.00 0
2025-07-02 13F Howard Financial Services, Ltd. 8,933 -81.21 554 -80.03
2025-07-31 13F Sentinel Trust Co Lba 0 -100.00 0
2025-08-13 13F Cerity Partners LLC 4,406,810 -1.91 273,312 4.25
2025-08-01 13F Biltmore Family Office, LLC 33,869 -2.64 2,101 3.50
2025-05-06 13F Black Swift Group, LLC 0 -100.00 0
2025-08-04 13F Cottage Street Advisors LLC 99,227 -5.84 6,154 0.08
2025-07-30 13F Dupont Capital Management Corp 0 -100.00 0
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100.00 0 -100.00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1,088,333 -0.62 67 6.35
2025-07-14 13F CJM Wealth Advisers, Ltd. 554,578 -2.16 34,395 4.00
2025-07-25 13F GFS Advisors, LLC 190,532 -0.89 11,817 5.34
2025-08-06 13F Mcrae Capital Management Inc 9,423 -19.87 584 -14.87
2025-07-17 13F LexAurum Advisors, LLC 5,920 -1.38 367 4.86
2025-07-21 13F Syntax Research, Inc. 64,058 -0.87 3,973 5.36
2025-07-11 13F Coastwise Capital Group, LLC 3,946 -6.82 245 -1.21
2025-05-01 13F McCarthy Grittinger Financial Group, LLC 0 -100.00 0
2025-08-13 13F Victory Financial Group, Llc 10,914 -23.14 677 -18.36
2025-08-12 13F Eldridge Investment Advisors, Inc. 131,875 -0.51 8,179 5.74
2025-08-07 13F Samalin Investment Counsel, LLC 14,135 -8.54 877 -2.77
2025-07-15 13F Bay Capital Advisors, LLC 12,417 -73.87 770 -72.23
2025-07-11 13F William Howard & Co Financial Advisors Inc 8,139 -2.62 505 3.49
2025-07-25 13F NorthRock Partners, LLC 36,319 -22.04 2,253 -17.14
2025-08-05 13F Oakwell Private Wealth Management, LLC 11,020 -9.00 683 -3.26
2025-08-14 13F Private Capital Management, LLC 43,799 -0.07 2,716 6.22
2025-07-29 13F Financial Symmetry Inc 3,273 -28.86 203 -24.25
2025-08-14 13F Mercer Global Advisors Inc /adv 679,302 -27.11 42,132 -22.51
2025-07-30 13F MEMBERS Trust Co 2,185,643 -4.10 135,554 1.94
2025-07-24 13F Mengis Capital Management, Inc. 3,959 -4.63 246 1.24
2025-08-12 13F Waterloo Capital, L.P. 11,463 -1.61 711 4.57
2025-08-14 13F Williams Jones Wealth Management, LLC. 9,945 -5.47 617 0.49
2025-08-08 13F SBI Securities Co., Ltd. 1,866 -20.66 116 -16.06
2025-07-23 13F Prime Capital Investment Advisors, LLC 140,004 -44.23 8,683 -40.73
2025-08-12 13F Zacks Investment Management 126,903 -15.57 7,871 -10.26
2025-07-29 13F Liberty Square Wealth Partners Llc 30,484 -10.04 1,891 -4.40
2025-08-14 13F Pinnacle Family Advisors, LLC 5,794 -70.38 359 -68.54
2025-08-12 13F Franklin Resources Inc 3,168,673 -3.10 196,521 2.99
2025-06-24 NP MWFQX - MainStay Equity ETF Allocation Fund Class R3 91,069 -11.66 5,183 -22.25
2025-08-07 13F Fountainhead AM, LLC 6,012 -2.61 373 3.33
2025-08-15 13F High Falls Advisors, Inc 8,127 -1.31 504 5.00
2025-07-24 13F Invictus Private Wealth, Llc 20,550 -4.26 1,275 1.76
2025-07-22 13F Red Door Wealth Management, LLC 7,303 -30.43 453 -26.14
2025-07-29 13F Financial Futures Ltd Liability Co. 8,516 -0.78 528 5.60
2025-07-21 13F Ntv Asset Management Llc 154,581 -1.77 9,587 4.41
2025-07-09 13F Pallas Capital Advisors LLC 19,357 -15.28 1,201 -9.98
2025-07-21 13F Abundance Wealth Counselors 94,150 -1.45 6 0.00
2025-04-14 13F Eagle Wealth Strategies Llc 0 -100.00 0
2025-08-12 13F Archer Investment Corp 6,301 -0.16 391 5.98
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 8,386,471 -6.11 520,129 -0.20
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 213,335 -12.84 13,231 -7.36
2025-07-21 13F Matauro, Llc 32,608 -6.65 2,022 -0.79
2025-07-25 13F LRI Investments, LLC 652 -30.93 40 -27.27
2025-07-28 13F Fairman Group, LLC 44,204 -7.10 2,742 -10.10
2025-05-06 13F Navellier & Associates Inc 0 -100.00 0
2025-08-14 13F Newport Capital Group, LLC 29,313 -2.13 1,818 4.01
2025-08-12 13F NFP Retirement, Inc. 342,999 -6.05 21,273 -0.14
2025-08-01 13F Koss-Olinger Consulting, LLC 11,042 -16.71 685 -11.63
2025-07-30 13F Castle Wealth Management Llc 79,532 -5.68 4,933 0.26
2025-07-29 13F BKM Wealth Management, LLC 11,734 -0.11 728 6.13
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 391,602 -0.67 24,287 5.58
2025-07-25 13F Inman Jager Wealth Management, LLC 64,328 -1.57 3,990 4.62
2025-07-22 13F Global Strategic Investment Solutions, LLC 7,990 -0.42 496 5.77
2025-08-13 13F WCG Wealth Advisors LLC 40,129 -0.73 2,489 5.51
2025-08-04 13F Hicks Capital Management Llc 92,206 -21.77 5,719 -16.85
2025-07-30 13F Paragon Advisors, LLC 0 -100.00 0
2025-07-10 13F Redhawk Wealth Advisors, Inc. 8,290 -0.08 514 6.20
2025-07-03 13F Garde Capital, Inc. 3,480 -3.47 216 2.38
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 51,983 -5.33 3,224 0.62
2025-08-27 13F/A Brinker Capital Investments, LLC 192,192 -9.10 11,920 -3.38
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 19,580 -0.15 1,214 6.12
2025-08-11 13F PAX Financial Group, LLC 17,287 -14.32 1,072 -8.92
2025-08-12 13F Bokf, Na 1,705,387 -17.54 105,768 -12.35
2025-07-16 13F Maridea Wealth Management LLC 39,255 -10.89 2,435 -5.29
2025-08-04 13F Daymark Wealth Partners, Llc 26,493 -22.34 1,643 -17.44
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class 337,626 -3.98 20,940 2.06
2025-05-06 13F DeDora Capital, Inc. 0 -100.00 0
2025-07-31 13F Dodds Wealth, LLC 22,193 -1.22 1,376 5.04
2025-07-24 13F Trust Co Of Toledo Na /oh/ 21,408 -7.01 1,328 -1.19
2025-07-16 13F Novem Group 68,694 -0.14 4,260 6.15
2025-08-14 13F First Commonwealth Financial Corp /pa/ 3,979 -91.55 247 -91.05
2025-04-24 13F Wright Fund Managment, LLC 0 -100.00 0
2025-08-13 13F SageView Advisory Group, LLC 189,994 -4.34 12,203 5.31
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 12,011 -3.39 745 2.62
2025-08-13 13F Valued Retirements, Inc. 0 -100.00 0
2025-07-28 13F Boston Trust Walden Corp 5,490 -2.57 340 3.66
2025-07-18 13F Wetzel Investment Advisors, Inc. 49,201 -13.66 3,051 -8.24
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-07-17 13F Albion Financial Group /ut 9,266 -1.39 575 4.74
2025-08-06 13F Spurstone Advisory Services, LLC 0 -100.00 0
2025-08-08 13F Intrua Financial, LLC 55,692 -6.45 3,454 -0.55
2025-08-01 13F Motco 10,740 -37.87 677 -32.94
2025-08-05 13F Optivise Advisory Services LLC 15,119 -0.15 938 6.12
2025-08-15 13F/A Symphony Financial, Ltd. Co. 48,787 -22.08 3,093 -15.33
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 1,162,445 -5.55 72,095 6.37
2025-09-04 13F Reynders McVeigh Capital Management, LLC 23,500 -4.97 1 0.00
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 1,060 -16.99 0
2025-08-07 13F Alpha Financial Advisors, LLC 4,221 -0.02 262 6.10
2025-07-07 13F Teamwork Financial Advisors, LLC 4,419 -28.53 274 -23.89
2025-07-17 13F Keystone Global Partners, LLC 0 -100.00 0
2025-08-07 13F Atala Financial Inc 0 -100.00 0
2025-07-28 13F WealthPLAN Partners, LLC 5,070 -27.24 314 -22.66
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares 248,521 -6.26 15,413 -0.36
2025-08-12 13F NWF Advisory Services Inc. 6,146 -26.62 359 -31.29
2025-08-07 13F Summit X, LLC 16,434 -2.00 1,019 4.19
2025-07-25 13F Northwest Capital Management Inc 11,203 -4.60 695 1.31
2025-07-23 NP IRSMX - Voya Target Retirement 2030 Fund Class I 98,281 -32.58 5,901 -34.59
2025-08-14 13F Arete Wealth Advisors, LLC 18,733 -24.23 1 0.00
2025-08-12 13F Umpqua Bank 11,240 -9.10 713 -1.25
2025-07-29 13F FLC Capital Advisors 41,193 -9.53 2,555 -3.84
2025-08-04 13F Simon Quick Advisors, Llc 175,282 -11.03 10,871 -5.44
2025-08-08 13F Smithfield Trust Co 293,179 -2.98 18 5.88
2025-08-12 13F PSI Advisors, LLC 13,960 -15.83 866 -10.55
2025-04-10 13F ACT Advisors, LLC. 0 -100.00 0
2025-08-19 13F Anchor Investment Management, LLC 15,382 -0.38 954 5.89
2025-07-31 13F Orion Capital Management LLC 29,930 -0.55 1,856 5.69
2025-05-05 13F Lindbrook Capital, Llc 135,738 -2.51 7,920 -8.70
2025-07-17 13F/A Capital Investment Advisors, LLC 509,522 -2.41 31,601 3.73
2025-08-11 13F Invenio Wealth Partners Llc 12,055 -28.18 748 -23.70
2025-08-12 13F Pettyjohn, Wood & White, Inc 126,779 -3.95 7,863 2.09
2025-07-14 13F Signature Securities Group Corporation 76,459 -23.90 4,742 -19.11
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 146,719 -15.63 9,100 -10.33
2025-07-08 13F Juncture Wealth Strategies, Llc 9,227 -10.63 572 -4.98
2025-08-04 13F Live Oak Private Wealth LLC 7,350 -0.07 456 6.06
2025-04-23 13F IMG Wealth Management, Inc. 0 -100.00 0
2025-07-17 13F Kavar Capital Partners Group, Llc 21,314 -0.81 1,322 5.43
2025-07-18 13F Union Bancaire Privee, UBP SA 0 -100.00 0
2025-07-24 13F JNBA Financial Advisors 787,509 -0.91 48,841 5.33
2025-04-17 13F Consilium Wealth Advisory, LLC 0 -100.00 0
2025-07-23 13F Spectrum Asset Management, Inc. (NB/CA) 0 -100.00 0
2025-08-08 13F Massachusetts Financial Services Co /ma/ 11,756 -9.83 729 -4.08
2025-08-06 13F Chancellor Financial Group WB LP 7,222 -0.48 448 5.67
2025-07-09 13F Byrne Asset Management LLC 125 -28.57 8 -30.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class 637,081 -3.03 39,512 3.07
2025-08-12 13F Jpmorgan Chase & Co 17,411,049 -42.33 1,079,833 -38.70
2025-08-01 13F Logan Capital Management Inc 25 -84.85 2 -88.89
2025-08-11 13F Cornerstone Planning Group LLC 2,109 -8.66 133 3.13
2025-07-30 13F Darrow Company, Inc. 3,478 -2.63 216 3.37
2025-08-07 13F CENTRAL TRUST Co 82,876 -0.39 5,140 5.87
2025-05-15 13F PFM Health Sciences, LP 0 -100.00 0 -100.00
2025-04-15 13F Signet Financial Management, Llc 0 -100.00 0
2025-08-26 NP IIFAX - Voya Balanced Income Portfolio Class ADV 430,467 -16.34 26,698 -11.08
2025-07-15 13F RTD Financial Advisors, Inc. 589,967 -21.43 36,590 -16.49
2025-08-14 13F Headinvest, Llc 56,552 -4.24 3,507 1.80
2025-07-28 13F Sagespring Wealth Partners, Llc 416,468 -12.40 25,829 -6.89
2025-07-23 13F Indiana Trust & Investment Management CO 10,018 -0.42 621 5.79
2025-07-31 13F/A Avion Wealth 7,059 -5.06 0
2025-08-08 13F Condor Capital Management 25,646 -1.90 1,591 4.26
2025-07-10 13F Focus Financial Network, Inc. 16,649 -6.11 1,033 -0.19
2025-08-27 NP OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio 310,000 -28.57 19,226 -24.08
2025-07-22 13F One Wealth Management Investment & Advisory Services, LLC 6,558 -0.23 407 6.01
2025-04-11 13F Lake Hills Wealth Management, LLC 0 -100.00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 356,555 -1.36 22,114 4.85
2025-07-22 13F Financial Insights, Inc. 9,973 -16.91 619 -11.71
2025-07-30 13F Journey Advisory Group, LLC 683,248 -7.38 42,375 -1.55
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 98,065 -50.08 6,084 -46.89
2025-07-31 13F West Michigan Advisors, Llc 4,475 -1.95 278 4.14
2025-07-28 13F Cornerstone Wealth Group, LLC 15,811 -10.55 981 -4.95
2025-08-12 13F CIBC Private Wealth Group, LLC 522,234 -3.01 32,389 17.57
2025-08-05 13F Burney Co/ 8,546 -9.99 530 -4.33
2025-07-23 13F Dohj, Llc 78,848 -4.23 4,388 -8.66
2025-07-25 13F We Are One Seven, LLC 114,299 -6.08 7,089 -0.17
2025-07-10 13F Piscataqua Savings Bank 2,730 -11.94 169 -6.11
2025-07-29 13F First National Bank of Hutchinson 119,855 -2.89 7,433 3.22
2025-08-12 13F Journey Strategic Wealth Llc 386,674 -0.64 23,982 5.61
2025-07-21 13F Clarity Capital Partners LLC 3,225 -42.67 200 -39.02
2025-08-14 13F Voya Investment Management Llc 1,278,333 -28.02 79,282 -23.49
2025-07-15 13F LeConte Wealth Management, LLC 139,586 -23.14 8,657 -18.30
2025-07-17 13F Fifth Third Securities, Inc. 83,236 -16.10 5,162 -10.82
2025-07-28 13F Morris Financial Concepts, Inc. 10,837 -6.46 672 -0.44
2025-08-04 13F Integrity Alliance, Llc. 21,816 -19.18 1,353 -14.10
2025-07-21 13F Tower View Investment Management & Research LLC 0 -100.00 0 -100.00
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 -100.00 0
2025-07-23 13F Heck Capital Advisors, LLC 26,179 -4.81 1,624 1.18
2025-08-08 13F Larson Financial Group LLC 10,351 -1.31 642 4.91
2025-07-31 13F Opus Capital Group, LLC 9,902 -6.80 1
2025-08-04 13F Ledyard National Bank 20,253 -6.55 1,256 -0.63
2025-08-04 13F Pensionmark Financial Group, Llc 108,133 -0.97 6,706 5.26
2025-08-07 13F Peninsula Asset Management Inc 319,425 -0.14 19,811 6.13
2025-07-23 13F High Note Wealth, LLC 16,135 -2.09 1,001 4.06
2025-08-14 13F Circle Wealth Management, LLC 4,237,099 -0.34 262,785 5.92
2025-08-14 13F Kovitz Investment Group Partners, LLC 541,542 -20.30 33,586 -15.29
2025-07-18 13F Truist Financial Corp 8,903,842 -11.24 552,216 -5.66
2025-07-29 13F SilverOak Wealth Management LLC 23,305 -7.28 1,445 -1.43
2025-08-04 13F Premier Path Wealth Partners, LLC 44,155 -0.56 2,739 5.71
2025-07-14 13F MY Wealth Management Inc. 38,032 -0.06 2,359 6.12
2025-08-13 13F Capital Advisors Wealth Management, LLC 13,813 -0.80 857 5.42
2025-07-11 13F LongView Wealth Management 4,919 -9.83 305 -4.09
2025-08-13 13F Legacy Capital Wealth Partners, LLC 3,884 -5.06 241 0.84
2025-08-14 13F Sterling Wealth Management, Inc. 3,226 -1.19 200 -1.48
2025-08-14 13F Lazard Asset Management Llc 611,803 -1.52 38 2.78
2025-07-08 13F Ehrlich Financial Group 3,334 -3.61 207 2.49
2025-07-24 13F Antonelli Financial Advisors, LLC 35,410 -3.66 2,196 2.43
2025-07-17 13F Asio Capital, LLC 3,755 -5.06 233 0.87
2025-08-14 13F Citadel Advisors Llc Put 21,000 -62.50 1,302 -60.15
2025-08-14 13F Citadel Advisors Llc Call 31,100 -55.82 1,929 -53.06
2025-08-11 13F Dorsey & Whitney Trust CO LLC 107,382 -20.51 6,660 -15.52
2025-07-31 13F Moloney Securities Asset Management, LLC 59,203 -12.98 3,672 -7.51
2025-05-14 13F New Harbor Financial Group, LLC 0 -100.00 0
2025-08-07 13F BOK Financial Private Wealth, Inc. 1,305,320 -5.12 80,956 0.85
2025-08-27 13F Barnes Wealth Management Group, Inc 5,971 -26.62 370 -21.94
2025-06-25 NP WWICX - Westwood Income Opportunity Fund C Class Shares 117,500 -5.30 6,687 -16.64
2025-07-16 13F Global Wealth Management, LLC 106,128 -7.22 6,754 1.18
2025-07-10 13F ARS Wealth Advisors Group, LLC 5,950 -1.10 369 5.13
2025-08-05 13F Strategic Financial Concepts, LLC 0 -100.00 0
2025-08-12 13F Coldstream Capital Management Inc 1,066,129 -0.41 66,121 5.86
2025-05-09 13F Forge First Asset Management Inc. 0 -100.00 0
2025-07-14 13F Kfg Wealth Management, Llc 5,043 -55.39 313 -52.66
2025-07-15 13F Patriot Investment Management Inc. 17,880 -1.65 1,109 4.53
2025-07-10 13F Affiance Financial, LLC 170,622 -2.72 10,582 3.40
2025-08-13 13F StoneX Group Inc. 74,761 -15.64 4,637 -10.35
2025-07-31 13F Strata Wealth Advisors, LLC 15,678 -24.70 972 -19.93
2025-07-24 13F Costello Asset Management, INC 20,226 -7.97 1,254 -2.18
2025-08-15 13F Nikulski Financial, Inc. 36,978 -6.28 2,293 -0.39
2025-07-30 13F Patten Group, Inc. 44,520 -6.21 2,761 -0.29
2025-08-14 13F Wick Capital Partners, LLC 2,072 -76.22 541 6.30
2025-08-04 13F WNY Asset Management, LLC 7,370 -0.69 457 5.54
2025-08-06 13F Cloud Capital Management, LLC 0 -100.00 0
2025-07-15 13F Regatta Capital Group, Llc 28,990 -1.62 1,798 4.54
2025-08-11 13F Howard Wealth Management, Llc 10,281 -0.17 638 6.17
2025-08-15 13F Keel Point, LLC 53,824 -18.00 3,338 -12.82
2025-08-08 13F Client First Capital LLC 0 -100.00 0
2025-08-07 13F Panoramic Investment Advisors, Llc 7,787 -34.59 483 -30.55
2025-08-08 13F Financial Life Planners 6,455 -19.98 400 -14.89
2025-08-01 13F Liberty Wealth Management Llc 3,717 -3.28 231 2.68
2025-08-13 13F Continuum Advisory, LLC 41,015 -5.45 2,544 0.47
2025-07-11 13F Shelton Wealth Management, Llc 10,819 -9.67 671 -4.01
2025-07-30 13F Klingman & Associates, LLC 1,397,827 -2.43 86,693 3.70
2025-08-26 13F Claris Financial LLC 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 6,039,307 -8.92 375 -3.11
2025-08-14 13F Fosun International Ltd 56,040 -0.11 36,985 1,029.97
2025-07-23 13F Magnolia Capital Management Ltd 122,135 -3.10 8 0.00
2025-08-13 13F Millstone Evans Group, LLC 5,151 -5.45 319 0.63
2025-07-11 13F Elk River Wealth Management, LLC 10,504 -0.10 651 6.20
2025-07-17 13F Astoria Strategic Wealth, Inc. 36,769 -0.84 2,280 5.41
2025-08-11 13F CBIZ Investment Advisory Services, LLC 32,398 -8.81 2,009 -3.09
2025-08-06 13F Washington Trust Bank 35,210 -0.77 2,184 5.46
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F 29,000 -9.38 1,799 -3.70
2025-08-06 13F Round Rock Advisors, LLC 17,077 -6.58 1,059 -0.66
2025-07-16 13F Register Financial Advisors LLC 2,064 -10.92 128 -5.19
2025-07-08 13F/A Team Hewins, LLC 0 -100.00 0 -100.00
2025-08-12 13F American Century Companies Inc 80,200 -18.41 4,974 -13.27
2025-08-11 13F Pinnacle Financial Group, LLC / IL 22,140 -1.09 1,373 5.13
2025-07-14 13F Farmers Trust Co 51,939 -4.60 3,221 1.42
2025-07-31 13F Cadinha & Co Llc 25,400 -8.67 1,575 -2.90
2025-08-12 13F Jaffetilchin Investment Partners, LLC 69,282 -0.53 4,297 5.71
2025-08-14 13F London Co Of Virginia 188,793 -45.93 11,709 -42.52
2025-08-11 13F CFS Investment Advisory Services, LLC 316,136 -1.23 20 5.56
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