VUG / Vanguard Index Funds - Vanguard Growth ETF - Kepemilikan Institusional - Penjual

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

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
(%)
2025-07-08 13F Canandaigua National Bank & Trust Co 3,302 -1.78 1,448 16.13
2025-07-29 13F Monument Group Wealth Advisors, LLC 882 -38.11 387 -26.89
2025-08-04 13F Simon Quick Advisors, Llc 284,047 -0.31 124,526 17.85
2025-05-14 13F BancorpSouth Bank 0 -100.00 0
2025-08-01 13F Liberty Wealth Management Llc 5,155 -92.54 2,259 23.86
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 19,174 -0.28 8 14.29
2025-08-14 13F Horizon Investments, LLC 3,710 -79.02 1,626 -75.20
2025-07-03 13F Garde Capital, Inc. 461,551 -2.69 202,344 15.05
2025-05-09 13F Youngs Advisory Group, Inc. 0 -100.00 0
2025-07-23 13F Equitable Trust Co 8,914 -0.40 3,908 17.75
2025-05-12 13F Financial Services Advisory Inc 0 -100.00 0
2025-08-13 13F Colonial Trust Advisors 1,608 -10.32 705 6.02
2025-07-23 13F Financial Life Advisors 26,006 -0.66 11,401 17.45
2025-08-12 13F JMG Financial Group, Ltd. 29,125 -1.87 12,768 16.02
2025-04-17 13F Life Planning Partners, Inc 0 -100.00 0 -100.00
2025-07-17 13F Lazari Capital Management, Inc. 619 -0.48 272 17.83
2025-04-23 13F Sabal Trust CO 4,928 -1.68 1,827 -11.18
2025-08-14 13F Strategic Wealth Designers 315 -89.83 138 -89.13
2025-07-30 13F Whittier Trust Co Of Nevada Inc 8,157 -0.44 3,576 17.68
2025-08-05 13F Marshall Financial Group Inc /adv 32,680 -3.12 14,327 14.53
2025-04-23 13F Ledyard National Bank 0 -100.00 0
2025-08-01 13F Chilton Capital Management Llc 729 -33.55 320 -21.43
2025-07-25 13F Alpha Financial Partners, LLC 555 -38.06 243 -26.81
2025-07-29 13F Orin Green Financial, LLC 4,617 -0.41 2,024 27.54
2025-05-12 13F Northwest Quadrant Wealth Management, LLC 0 -100.00 0
2025-07-15 13F Fifth Third Bancorp 203,555 -4.03 89,239 13.46
2025-07-25 13F Presilium Private Wealth, Llc 145,810 -1.75 63,923 16.16
2025-08-14 13F Valley Financial Group, Inc. 549 -9.85 241 6.67
2025-08-05 13F J. W. Coons Advisors, LLC 1,289 -0.39 565 17.95
2025-07-31 13F Washington Trust Advisors, Inc. 21,543 -0.22 9,444 17.96
2025-08-07 13F Davis R M Inc 6,349 -2.46 2,783 15.33
2025-08-14 13F Avant Capital LLC 4,480 -1.69 1,964 16.28
2025-07-10 13F Bath Savings Trust Co 24,456 -3.50 10,722 14.08
2025-07-14 13F Farmers Trust Co 2,847 -1.25 1,248 16.74
2025-08-04 13F Arkadios Wealth Advisors 18,281 -1.50 8,014 16.45
2025-07-17 13F Archford Capital Strategies, LLC 60,062 -0.26 26,331 17.92
2025-08-08 13F New England Capital Financial Advisors LLC 0 -100.00 0 -100.00
2025-08-06 13F Mascagni Wealth Management, Inc. 2,296 -5.05 1,007 12.28
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100.00 0
2025-07-29 NP HFND - Unlimited HFND Multi-Strategy Return Tracker ETF 3,721 -40.62 1,537 -39.54
2025-08-08 13F Financial Life Planners 948 -11.07 415 5.06
2025-07-09 13F Bowman & Co S.C. 5,506 -0.04 2,415 18.16
2025-07-17 13F Fiduciary Advisors, Inc. 775 -2.27 340 15.31
2025-07-23 13F Sachetta, LLC 429 -11.36 188 5.03
2025-08-12 13F Richard W. Paul & Associates, LLC 1,800 -2.54 789 15.35
2025-08-14 13F Wellington Management Group Llp 16,350 -71.11 7,168 -65.85
2025-07-28 13F Harbour Investments, Inc. 67,718 -1.01 29,688 17.03
2025-08-05 13F Sulzberger Capital Advisors, Inc. 808 -5.39 354 12.03
2025-08-14 13F Sei Investments Co 1,468,303 -3.91 643,706 13.60
2025-07-10 13F Perkins Coie Trust Co 866 -0.69 380 17.34
2025-08-05 13F Burney Co/ 3,453 -15.60 1,514 -0.26
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 1,180 -4.92 517 12.39
2025-08-13 13F SageView Advisory Group, LLC 10,028 -15.62 4,572 3.74
2025-07-02 13F Central Pacific Bank - Trust Division 22 -29.03 10 -18.18
2025-08-27 13F Barnes Wealth Management Group, Inc 5,030 -4.39 2,205 13.08
2025-08-19 13F National Asset Management, Inc. 98,751 -31.54 43,293 -26.88
2025-07-18 13F SigFig Wealth Management, LLC 3,763 -30.95 1,642 -18.68
2025-07-29 13F Salomon & Ludwin, LLC 36,304 -7.86 15,874 8.66
2025-08-12 13F Summit Global Investments 1,204 -11.34 1
2025-08-05 13F Landmark Wealth Management, Inc. 1,218 -8.70 534 8.10
2025-08-13 13F Knuff & Co LLC 0 -100.00 0
2025-07-16 13F ORG Partners LLC 6,801 -2.07 2,959 13.81
2025-08-04 13F HBK Sorce Advisory LLC 11,817 -5.89 5,181 11.25
2025-08-14 13F Evergreen Capital Management Llc 57,868 -24.94 25,398 -11.17
2025-07-18 13F Institute for Wealth Management, LLC. 9,193 -6.79 4,030 10.20
2025-05-02 13F Capital A Wealth Management, LLC 2 -95.24 1 -100.00
2025-08-04 13F Integrity Alliance, Llc. 16,946 -49.48 7,429 -40.27
2025-08-12 13F Clark Financial Services Group Inc /bd 27,038 -2.85 11,854 14.85
2025-07-22 13F Marks Group Wealth Management, Inc 4,969 -3.85 2,178 13.67
2025-07-15 13F Td Private Client Wealth Llc 72,532 -3.63 31,798 13.93
2025-08-13 13F Capital Advisors Wealth Management, LLC 1,354 -0.44 594 17.66
2025-07-17 13F Crane Advisory, LLC 169,430 -9.31 74,825 11.19
2025-08-05 13F Scarborough Advisors, LLC 0 -100.00 0
2025-07-31 13F GenTrust, LLC 40,121 -8.62 17,609 8.16
2025-07-28 13F RCS Financial Planning, LLC 6,880 -11.27 3,020 5.01
2025-08-12 13F Planning Alternatives Ltd /adv 37,741 -4.81 16,546 12.54
2025-08-06 13F Round Rock Advisors, LLC 589 -29.55 258 -16.77
2025-08-11 13F CFS Investment Advisory Services, LLC 107,506 -6.30 47 11.90
2025-08-06 13F Strategic Financial Partners, Ltd. 13,153 -1.69 5,767 16.23
2025-07-31 13F Carnegie Capital Asset Management, LLC 13,256 -3.74 5,811 25.78
2025-07-15 13F Jarislowsky, Fraser Ltd 0 -100.00 0
2025-08-14 13F Old Mission Capital Llc 0 -100.00 0
2025-08-01 13F Strategic Financial Services, Inc, 2,334 -7.27 1,023 9.65
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 182,351 -40.29 79,943 -29.41
2025-07-15 13F Marquette Asset Management, LLC 4,434 -2.64 1,944 15.11
2025-08-08 13F Carl P. Sherr & Co., LLC 6,023 -0.90 2,640 17.18
2025-08-07 13F Northwest Bancshares, Inc. 3,413 -2.32 1,496 15.52
2025-07-30 13F Canvas Wealth Advisors, LLC 8,126 -1.12 3,705 28.21
2025-08-14 13F Paragon Private Wealth Management, LLC 5,244 -4.84 2,299 12.53
2025-04-28 13F Fedenia Advisers LLC 0 -100.00 0
2025-07-22 13F Capital City Trust Co/fl 618 -1.12 271 16.88
2025-07-22 13F MAS Advisors LLC 1,008 -5.26 442 11.93
2025-08-08 13F Massachusetts Financial Services Co /ma/ 572 -58.13 251 -50.59
2025-07-15 13F EWG Elevate Inc. 0 -100.00 0
2025-08-15 13F Keel Point, LLC 8,232 -0.10 3,609 18.13
2025-08-12 13F Journey Strategic Wealth Llc 882 -4.34 387 12.87
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,615 -21.98 708 -7.69
2025-07-02 13F Dentgroup LLC 19,141 -1.59 8,392 16.35
2025-07-10 13F Triangle Securities Wealth Management 5,555 -3.22 2,435 14.43
2025-07-15 13F Optima Capital Llc 3,847 -0.23 1,688 18.05
2025-07-15 13F Graypoint LLC 11,873 -0.05 5,205 18.17
2025-07-23 13F Prime Capital Investment Advisors, LLC 41,549 -53.41 18,215 -44.92
2025-07-28 13F RFG Advisory, LLC 42,202 -11.30 18,501 4.87
2025-07-23 13F WESPAC Advisors, LLC 3,379 -4.25 1,481 13.23
2025-07-14 13F Pacifica Partners Inc. 786 -19.22 343 -0.87
2025-08-08 13F Gts Securities Llc 0 -100.00 0
2025-07-08 13F Twele Capital Management, Inc. 1,174 -1.84 515 16.03
2025-07-23 13F Integris Wealth Management, LLC 655 -33.84 287 -21.80
2025-08-14 13F Potomac Fund Management Inc /adv 1,582 -1.62 705 28.00
2025-07-22 13F Valley National Advisers Inc 2,702 -0.11 1 0.00
2025-08-07 13F Blackston Financial Advisory Group, LLC 571 -1.72 250 16.28
2025-08-04 13F Atria Investments Llc 169,030 -3.98 74,103 13.52
2025-08-08 13F Blankinship & Foster, LLC 70,936 -1.44 31,098 16.52
2025-07-11 13F Eagle Bay Advisors LLC 1,524 -6.22 669 10.96
2025-07-09 13F Veracity Capital LLC 675 -1.75 296 16.14
2025-07-30 13F Strategic Blueprint, LLC 92,481 -20.87 40,544 -6.45
2025-07-22 13F Bay Harbor Wealth Management, LLC 47,513 -0.34 20,854 17.95
2025-07-28 13F 5th Street Advisors, LLC 0 -100.00 0
2025-08-13 13F Fiduciary Group LLC 1,754 -0.17 769 17.97
2025-05-13 13F Lee Financial Co 0 -100.00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 142,204 -1.98 62,349 15.89
2025-08-08 13F RAM Investment Partners, LLC 1,445 -1.37 633 16.57
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-08-06 13F Black Swift Group, LLC 2,244 -1.19 984 16.75
2025-08-14 13F Goldman Sachs Group Inc 1,185,089 -19.23 519,543 -4.51
2025-05-14 13F Clarkston Capital Partners, LLC 0 -100.00 0
2025-07-30 13F SkyOak Wealth, LLC 3,946 -3.02 1,730 14.66
2025-08-13 13F Providence Capital Advisors, LLC 2,995 -26.49 1,313 -13.05
2025-08-01 13F First National Trust Co 2,025 -2.97 888 14.75
2025-07-08 13F RMR Wealth Builders 226,185 -0.21 99,274 18.11
2025-08-15 13F Security National Bank Of Sioux City Iowa /ia/ 1,228 -0.41 538 17.72
2025-07-30 13F Onyx Bridge Wealth Group LLC 32,870 -50.67 14,410 -41.68
2025-08-14 13F Elevatus Welath Management 7,301 -37.80 3,201 -26.47
2025-08-05 13F Rockline Wealth Management, LLC 611 -6.86 268 9.88
2025-07-17 13F Coastline Trust Co 7,590 -4.53 3,327 12.86
2025-08-21 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-07-21 13F Financial Council Asset Management Inc 532 -2.92 233 14.78
2025-07-10 13F Worth Asset Management, LLC 496 -96.45 217 -95.81
2025-07-31 13F Manuka Financial, LLC 28,568 -6.72 12,524 10.28
2025-07-29 NP ETFCX - North Square Tactical Growth Fund Class C 194,287 -6.04 80,268 -4.33
2025-07-22 13F Wealthcare Capital Partners, LLC 720 -16.38 316 -1.25
2025-07-31 13F Red Wave Investments LLC 6,662 -9.32 2,921 7.20
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 1,094 -1.17 480 16.83
2025-07-18 13F Ewa, Llc 5,773 -3.35 2,531 14.27
2025-04-22 13F Jmac Enterprises Llc 0 -100.00 0
2025-07-23 13F Venturi Wealth Management, LLC 10,533 -96.99 4,617 -96.44
2025-07-31 13F/A Interchange Capital Partners, LLC 2,435 -3.18 1,068 14.48
2025-07-09 13F Baron Financial Group, LLC 539 -7.23 236 9.77
2025-07-08 13F Advance Capital Management, Inc. 7,470 -1.29 3,275 16.68
2025-08-12 13F Personal Cfo Solutions, Llc 0 -100.00 0
2025-07-16 13F Beaumont Financial Advisors, LLC 60,008 -2.06 26,307 15.79
2025-08-04 13F Leeward Financial Partners, LLC 45,597 -3.07 19,990 14.60
2025-08-05 13F EPG Wealth Management LLC 476 -0.63 209 17.51
2025-07-18 13F GEN Financial Management, INC. 927 -0.43 406 17.68
2025-08-14 13F SWAN Capital LLC 0 -100.00 0
2025-07-22 13F Unique Wealth, Llc 1,349 -6.97 591 10.06
2025-08-12 13F MAI Capital Management 103,358 -0.14 45,312 18.06
2025-08-11 13F Foundation Wealth Management, LLC\PA 845 -1.74 370 16.35
2025-08-05 13F Sunburst Financial Group, LLC 5,915 -0.24 2,593 17.97
2025-08-08 13F JFG Wealth Management, LLC 1,441 -0.07 632 18.16
2025-08-14 13F Abbot Financial Management, Inc. 17,246 -1.51 7,560 16.45
2025-08-07 13F Meeder Advisory Services, Inc. 6,123 -32.77 2,685 -20.52
2025-08-11 13F Portside Wealth Group, LLC 1,131 -14.32 496 1.23
2025-07-23 13F LifeSteps Financial, Inc. 4,358 -1.13 1,910 16.89
2025-08-14 13F LaSalle St. Investment Advisors, LLC 40,905 -0.21 18 13.33
2025-08-06 13F Sound Financial Strategies Group, LLC 352 -63.33 154 -56.62
2025-08-12 13F Perritt Capital Management Inc 0 -100.00 0
2025-08-06 13F Csenge Advisory Group 23,074 -1.38 9,533 15.69
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 1,090 -5.87 478 11.42
2025-07-11 13F Arrow Investment Advisors, LLC 2,740 -7.93 1,201 8.88
2025-05-12 13F Providence First Trust Co 0 -100.00 0
2025-07-29 NP ORILX - NORTH SQUARE MULTI STRATEGY FUND CLASS A 7,100 -18.39 2,933 -16.89
2025-04-28 13F FSR Wealth Management Ltd. 0 -100.00 0
2025-08-06 13F Marco Investment Management Llc 5,163 -5.25 2,263 12.03
2025-04-25 13F TBH Global Asset Management, LLC 0 -100.00 0 -100.00
2025-07-16 13F Encompass Wealth Advisors, Llc 2,838 -0.11 1,244 18.14
2025-04-14 13F Regent Peak Wealth Advisors LLC 46,702 -13.68 17,318 -22.02
2025-07-14 13F Opal Wealth Advisors, LLC 256 -36.16 112 -24.32
2025-07-24 13F/A TFR Capital, LLC. 901 -0.11 395 17.96
2025-08-12 13F Ade, Llc 6,321 -0.39 2,771 17.76
2025-04-28 13F Swmg, Llc 0 -100.00 0
2025-07-21 13F Monticello Wealth Management, Llc 9,211 -0.27 4,038 17.93
2025-07-24 13F Brandywine Oak Private Wealth Llc 228,602 -1.28 100,218 16.71
2025-08-13 13F Quadrant Capital Group Llc 3,094 -4.95 1,356 12.34
2025-07-30 13F Bogart Wealth, LLC 2,084 -2.34 914 15.42
2025-08-07 13F CSM Advisors, LLC 201,387 -49.31 88 -40.14
2025-07-17 13F Paradigm Financial Partners, Llc 1,157 -21.02 507 -6.63
2025-07-16 13F Colton Groome Financial Advisors, Llc 1,336 -0.22 586 15.61
2025-05-15 13F Wolverine Trading, Llc Put 0 -100.00 0
2025-08-15 13F Semmax Financial Advisors Inc. 22,751 -0.66 10,446 17.62
2025-04-22 13F Spectrum Planning & Advisory Services Inc. 0 -100.00 0
2025-07-01 13F Burkett Financial Services, Llc 1,804 -11.39 791 4.77
2025-07-29 13F Kanawha Capital Management Llc 872 -4.49 382 13.02
2025-08-12 13F Long Island Wealth Management, Inc. 1,946 -3.47 853 14.19
2025-07-21 13F Fortis Capital Advisors, LLC 2,657 -2.03 1,165 15.82
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 50,734 -1.92 22,242 15.95
2025-07-30 13F Evermay Wealth Management Llc 7,454 -0.07 3,271 18.26
2025-05-15 13F Wolverine Trading, Llc 0 -100.00 0
2025-07-23 13F Richardson Capital Management LLC 407 -22.62 178 -8.72
2025-07-22 13F Appleton Partners Inc/ma 1,324 -0.82 1
2025-05-15 13F Wolverine Trading, Llc Call 0 -100.00 0
2025-08-14 13F Money Concepts Capital Corp 2,225 -8.96 975 7.62
2025-08-12 13F Blueprint Investment Partners LLC 9,236 -14.04 4,049 1.61
2025-05-14 13F Retirement Capital Strategies 0 -100.00 0 -100.00
2025-08-07 13F Cypress Capital Management LLC (WY) 180 -37.93 79 -26.17
2025-07-15 13F Forte Capital Llc /adv 9,783 -1.76 4,289 16.14
2025-07-18 13F Lynx Investment Advisory 1,456 -0.82 638 17.28
2025-07-15 13F Oxinas Partners Wealth Management LLC 1,050 -1.59 460 16.46
2025-07-29 13F May Barnhard Investments LLC 9,501 -6.33 4,165 10.74
2025-05-05 13F Arrow Financial Corp 0 -100.00 0
2025-07-17 13F Smith Chas P & Associates Pa Cpas 534 -3.09 234 14.71
2025-08-25 13F/A Neuberger Berman Group LLC 49,843 -2.58 21,851 15.17
2025-08-01 13F Jennison Associates Llc 3,060 -57.76 1,341 -50.07
2025-08-01 13F Planning Directions Inc 12,224 -20.56 5,359 -6.10
2025-08-12 13F Power Wealth Management Llc 608 -4.85 267 12.71
2025-07-30 13F Black Diamond Financial, LLC 48,785 -4.31 21,388 13.12
2025-05-15 13F Concorde Asset Management, LLC 1,117 -1.59 411 -11.83
2025-08-08 13F Pinney & Scofield, Inc. 1,774 -3.17 778 14.43
2025-08-14 13F Seneschal Advisors, LLC 2,854 -0.04 1,251 18.24
2025-07-07 13F Enterprise Bank & Trust Co 785 -4.85 344 12.79
2025-07-16 13F Falcon Wealth Planning 39,932 -1.32 17,506 16.67
2025-08-12 13F Jaffetilchin Investment Partners, LLC 3,566 -2.99 1,563 14.67
2025-08-01 13F Bessemer Group Inc 236,599 -3.42 104 14.44
2025-07-30 13F Insight Advisors, LLC/ PA 14,402 -1.20 6,314 16.82
2025-08-13 13F Cheviot Value Management, LLC 847 -2.87 389 15.13
2025-08-18 13F N.E.W. Advisory Services LLC 24,593 -18.97 10,781 -4.21
2025-08-28 13F/A Tolleson Wealth Management, Inc. 0 -100.00 0 -100.00
2025-08-11 13F Tidemark, LLC 382 -19.24 168 -4.57
2025-07-18 13F PBMares Wealth Management LLC 914 -21.21 401 -6.98
2025-04-14 13F Moulton Wealth Management, Inc 0 -100.00 0
2025-08-14 13F Qube Research & Technologies Ltd 185 -94.01 81 -92.93
2025-08-14 13F Sunbelt Securities, Inc. 4,537 -11.35 1,862 -1.85
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 27,042 -0.78 11,855 17.31
2025-07-09 13F Praetorian Wealth Management, Inc. 0 -100.00 0
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 8,076 -2.18 3,541 15.65
2025-07-17 13F Nicholson Meyer Capital Management, Inc. 746 -1.97 327 15.60
2025-05-05 13F Lindbrook Capital, Llc 27,496 -3.63 10,196 -12.94
2025-07-17 13F Hengehold Capital Management Llc 13,156 -2.77 5,768 14.95
2025-07-23 13F Tyche Wealth Partners LLC 694 -37.42 304 -26.03
2025-08-06 13F Cannon Financial Strategists, Inc. 65,297 -0.27 28,626 17.91
2025-08-04 13F L.m. Kohn & Company 1,128 -22.79 494 -8.69
2025-08-15 13F Security National Bank Of So Dak 3,841 -3.15 1,684 14.49
2025-05-13 13F Taurus Asset Management, Llc 0 -100.00 0
2025-07-31 13F Sharper & Granite LLC 1,154 -42.10 505 -31.80
2025-08-14 13F Safeguard Investment Advisory Group, LLC 759 -5.48 333 12.12
2025-08-04 13F AMG National Trust Bank 1,800 -2.44 789 15.35
2025-08-08 13F Smithfield Trust Co 6,340 -15.27 3 0.00
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 8,832 -1.56 3,877 16.50
2025-08-01 13F Facet Wealth, Inc. 26,504 -2.74 12,064 14.36
2025-08-12 13F Quadcap Wealth Management, LLC 15,151 -0.41 6,642 17.75
2025-05-15 13F Cyrus J. Lawrence, LLC 0 -100.00 0
2025-08-14 13F Clark Capital Management Group, Inc. 3,187 -23.87 1,397 -9.99
2025-05-02 13F Burling Wealth Partners, Llc 0 -100.00 0
2025-08-13 13F Wellspring Financial Advisors, LLC 942,653 -0.12 9,491 10.32
2025-07-15 13F Alpha Omega Wealth Management LLC 2,696 -2.35 1,182 15.44
2025-07-18 13F United Bank 9,188 -12.29 4,028 3.71
2025-05-01 13F Freedom Day Solutions, LLC 0 -100.00 0 -100.00
2025-08-07 13F Rossmore Private Capital 4,186 -15.99 1,835 -0.65
2025-07-21 13F Yeomans Consulting Group, Inc. 601 -98.00 261 -97.67
2025-08-13 13F VestGen Advisors, LLC 50,422 -4.57 22,120 12.89
2025-07-15 13F Foster Victor Wealth Advisors, LLC 1,902 -43.89 842 -31.12
2025-07-18 13F RKL Wealth Management LLC 2,421 -1.55 1,062 16.34
2025-07-14 13F ABLE Financial Group, LLC 591 -7.51 259 9.75
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 848 -1.51 372 16.30
2025-07-29 13F Accretive Wealth Partners, LLC 6,286 -0.24 2,756 13.98
2025-08-13 13F First Trust Advisors Lp 4,004 -27.87 1,755 -14.72
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-07-10 13F Sovran Advisors, LLC 2,101 -9.13 921 13.02
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 4,691 -0.06 2,057 18.16
2025-07-25 13F Sovereign Financial Group, Inc. 60,704 -0.13 26,613 18.08
2025-08-07 13F Clarity Wealth Advisors, LLC 1,859 -1.17 815 16.93
2025-08-14 13F Evercore Wealth Management, LLC 10,450 -3.26 4,581 14.38
2025-07-14 13F Parkshore Wealth Management, Inc. 0 -100.00 0
2025-08-12 13F Intellus Advisors LLC 675 -1.75 296 16.14
2025-07-30 13F EnRich Financial Partners LLC 11,247 -6.48 4,931 10.56
2025-07-24 13F Papp L Roy & Associates 7,216 -1.90 3,164 15.99
2025-05-14 13F Delta Investment Management, LLC 0 -100.00 0
2025-08-26 13F Nautilus Advisors LLC 3,140 -0.79 1,376 17.31
2025-07-08 13F First National Corp /ma/ /adv 1,187 -31.27 520 -18.75
2025-07-11 13F/A Umb Bank N A/mo 28,500 -2.16 12,494 15.67
2025-08-12 13F Del-Sette Capital Management, LLC 3,124 -30.55 1,370 -17.88
2025-07-22 13F Foguth Wealth Management, LLC. 4,888 -0.61 2,143 17.55
2025-08-12 13F Cornerstone Wealth Management, LLC 22,858 -0.54 10,021 17.59
2025-08-13 13F WealthTrust Axiom LLC 1,066 -19.06 467 -4.30
2025-07-21 13F Verus Financial Partners, Inc. 1,102 -4.01 488 17.35
2025-07-31 13F Peterson Wealth Services 60,310 -2.37 26,440 15.42
2025-08-01 13F Petra Financial Advisors Inc 971 -21.06 426 -6.80
2025-08-12 13F Cynosure Management, Llc 0 -100.00 0
2025-07-22 13F Grimes & Company, Inc. 121,351 -0.76 53,200 17.33
2025-08-08 13F Advyzon Investment Management, LLC 497 -5.69 218 11.79
2025-07-10 13F Rfg Holdings, Inc. 640 -0.78 281 17.15
2025-08-06 13F Maltin Wealth Management, Inc. 1,738 -6.71 762 10.29
2025-07-25 13F McNamara Financial Services, Inc. 1,431 -5.73 627 11.57
2025-07-17 13F Tempus Wealth Planning, LLC 753 -4.44 330 13.01
2025-05-16 13F Capital & Planning, Llc 0 -100.00 0
2025-07-31 13F Strait & Sound Wealth Management LLC 3,577 -13.95 1,568 1.75
2025-07-24 13F Certus Wealth Management, LLC 23,720 -7.15 10,399 0.77
2025-08-14 13F Janus Henderson Group Plc 0 -100.00 0
2025-07-11 13F Lantz Financial LLC 3,655 -6.64 1,602 10.41
2025-07-30 13F Phillips Financial Management, Llc 838 -34.27 367 -22.25
2025-08-06 13F Agf Management Ltd 25,658 -3.28 11,248 14.34
2025-05-15 13F Human Investing LLC 0 -100.00 0
2025-08-08 13F Strategies Wealth Advisors, LLC 274,919 -2.86 120,525 14.84
2025-08-11 13F Dorsey & Whitney Trust CO LLC 6,277 -27.54 2,752 -14.35
2025-07-08 13F Heartwood Wealth Advisors LLC 39,793 -0.90 17,445 17.17
2025-04-30 13F Sofos Investments, Inc. 1,321 -13.26 490 -14.06
2025-08-13 13F Renaissance Technologies Llc 2,300 -84.67 1,008 -81.88
2025-05-15 13F Asset Allocation Strategies LLC 0 -100.00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 8,283 -60.19 3,631 -52.94
2025-07-18 13F Newman Dignan & Sheerar, Inc. 2,366 -40.18 1,037 -29.26
2025-07-24 13F Edge Financial Advisors LLC 8,941 -0.45 3,917 17.63
2025-07-17 13F Raleigh Capital Management Inc. 2,169 -3.30 951 14.44
2025-07-11 13F Grove Bank & Trust 129 -93.43 57 -92.30
2025-08-08 13F Glassman Wealth Services 1,871 -11.83 820 4.33
2025-07-25 13F M.e. Allison & Co., Inc. 827 -12.02 363 4.02
2025-07-15 13F Wealth Effects Llc 5,853 -2.40 2,566 15.38
2025-08-13 13F Avestar Capital, LLC 1,533 -14.83 673 0.75
2025-07-30 13F Probity Advisors, Inc. 9,210 -0.98 4,038 17.05
2025-08-01 13F Wealth Watch Advisors, INC 4,538 -7.75 1,989 9.05
2025-05-08 13F Menard Financial Group LLC 0 -100.00 0
2025-07-30 13F Whittier Trust Co 5,217 -6.76 2,287 10.27
2025-08-05 13F Welch & Forbes Llc 811 -31.45 356 -18.95
2025-07-21 13F Pacific Financial Group Inc 7,643 -7.66 3,351 9.16
2025-07-17 13F Smith Anglin Financial, LLC 12,763 -96.62 5,595 -96.00
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-07-11 13F Hilltop Wealth Advisors, Llc 2,176 -1.09 954 17.06
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 661 -0.60 290 23.50
2025-07-25 13F Ruedi Wealth Management, Inc. 0 -100.00 0
2025-08-18 13F Goodman Advisory Group, LLC 21,030 -13.88 9,220 1.81
2025-07-25 13F Prostatis Group LLC 23,662 -32.60 10,373 -20.32
2025-07-16 13F MBE Wealth Management, LLC 1,159 -1.45 508 16.51
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 1,448 -1.36 635 16.54
2025-07-11 13F Compass Ion Advisors, LLC 5,824 -8.05 2,553 8.73
2025-07-17 13F Catalytic Wealth RIA, LLC 20,866 -2.08 9,148 15.77
2025-08-13 13F Maia Wealth LLC 11,243 -1.17 4,929 19.50
2025-04-10 13F IFS Advisors, LLC 0 -100.00 0
2025-07-30 13F MTC Wealth Management LLC 18,520 -3.19 8,119 14.46
2025-07-02 13F InvesTrust 1,825 -13.01 800 2.96
2025-08-14 13F Quartz Partners, LLC 1,420 -8.51 623 8.17
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 58,419 -12.13 25,611 3.88
2025-07-30 13F Legacy Wealth Asset Management, LLC 693 -1.28 304 16.54
2025-08-07 13F Hughes Financial Services, LLC 2,539 -1.51 1,157 20.02
2025-08-13 13F Integrity Investment Advisors, LLC 707 -7.22 310 9.57
2025-07-10 13F Baker Tilly Financial, Llc 1,378 -34.54 604 -22.56
2025-07-02 13F McAlister, Sweet & Associates, Inc. 3,485 -85.80 1,528 -83.22
2025-08-04 13F Capital Performance Advisors Llp 10,088 -0.69 4,423 17.42
2025-08-12 13F Minot DeBlois Advisors LLC 1,199 -3.69 526 13.88
2025-08-12 13F Tradition Wealth Management, LLC 9,576 -14.00 4,198 1.70
2025-08-11 13F GKV Capital Management Co., Inc. 0 -100.00 0 -100.00
2025-07-14 13F Occidental Asset Management, LLC 3,556 -33.87 1,559 -21.83
2025-08-14 13F Bank Of Hawaii 321,923 -1.77 141,131 16.14
2025-08-08 13F Sustainable Growth Advisers, LP 0 -100.00 0
2025-08-08 13F/A Prospect Financial Services LLC 8,281 -10.00 3,630 6.42
2025-07-18 13F Rolek Wealth Management LLC 116,856 -1.67 51,230 19.00
2025-07-16 13F Flower City Capital 1,347 -9.54 591 7.07
2025-08-14 13F Herold Advisors, Inc. 1,813 -32.38 795 -20.12
2025-07-22 13F Willner & Heller, Llc 1,993 -5.81 874 11.35
2025-07-08 13F Gallacher Capital Management LLC 579 -41.10 254 -30.49
2025-07-09 13F Taylor Hoffman Capital Management LLC 4,384 -3.29 1,922 13.27
2025-05-05 13F OneAscent Wealth Management LLC 0 -100.00 0
2025-07-31 13F Trademark Financial Management, LLC 992 -24.16 435 -10.33
2025-08-05 13F MidAtlantic Capital Management, Inc. 20,265 -0.90 8,884 17.16
2025-08-14 13F Susquehanna International Group, Llp Put 61,100 -71.99 26,786 -66.88
2025-07-31 13F Hanlon Investment Management, Inc. 5,900 -3.80 2,587 13.72
2025-08-05 13F Prosperity Consulting Group, LLC 2,461 -4.35 1,079 13.12
2025-07-30 NP LEXI - Alexis Practical Tactical ETF 14,051 -11.82 5,805 -10.21
2025-08-08 13F Wrapmanager Inc 2,246 -16.23 985 -1.01
2025-07-22 13F Yoder Wealth Management, Inc. 20,795 -0.30 9,105 17.82
2025-07-03 13F Trinity Financial Advisors LLC 6,084 -1.12 2,670 22.09
2025-07-29 13F Disciplined Investments, LLC 17,045 -0.88 7,472 17.19
2025-08-04 13F Flagship Harbor Advisors, Llc 27,251 -0.39 11,947 17.76
2025-08-11 13F Western Wealth Management, LLC 14,031 -0.01 6,151 18.22
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 2,290 -86.03 1,004 -83.50
2025-08-01 13F Howard Capital Management Inc. 301,367 -4.06 132,271 13.56
2025-08-06 13F Financial Alternatives, Inc 8,286 -0.40 3,633 17.77
2025-08-05 13F Atlas Wealth LLC 918 -20.93 398 -7.44
2025-07-22 13F Sage Financial Group Inc 151,378 -3.08 66,364 14.58
2025-08-14 13F Bishop & Co Investment Management, LLC 103,996 -3.09 45,592 14.58
2025-08-14 13F NorthLanding Financial Partners, LLC 4,127 -1.46 1,809 16.48
2025-07-25 13F JustInvest LLC 3,743 -6.26 1,641 10.81
2025-07-09 13F Breakwater Capital Group 3,918 -1.06 1,718 16.96
2025-08-11 13F Semus Wealth Partners LLC 1,857 -11.66 814 4.49
2025-07-23 13F Next Level Wealth Planning, LLC 661 -10.80 290 5.47
2025-05-14 13F Caitlin John, LLC 0 -100.00 0
2025-07-23 13F Roundview Capital LLC 2,225 -2.63 975 15.11
2025-08-14 13F Wetherby Asset Management Inc 8,245 -4.78 3,615 1.72
2025-08-13 13F Ark & Tlk Investments, Llc 1,140 -3.63 500 13.93
2025-08-11 13F Novak & Powell Financial Services, Inc. 20,502 -22.39 8,988 -8.24
2025-08-14 13F TCG Advisory Services, LLC 2,219 -18.84 973 -4.05
2025-08-05 13F Summit Investment Advisory Services, LLC 527 -91.22 231 -89.62
2025-08-08 13F Principal Financial Group Inc 0 -100.00 0
2025-04-28 13F Mainstream Capital Management LLC 0 -100.00 0
2025-08-13 13F Loomis Sayles & Co L P 6,382 -49.26 2,798 69,825.00
2025-08-15 13F/A Rakuten Securities, Inc. 303 -29.37 133 -16.98
2025-08-11 13F Bell Investment Advisors, Inc 517 -11.93 227 4.15
2025-07-15 13F Buttonwood Financial Advisors Inc. 1,764 -1.62 773 16.42
2025-08-12 13F Osborne Partners Capital Management, Llc 18,188 -0.47 7,974 17.68
2025-07-15 13F Well Done, LLC 980 -39.77 430 -35.68
2025-05-14 13F GDS Wealth Management 0 -100.00 0
2025-07-16 13F ORG Wealth Partners, LLC 142 -74.32 62 -70.39
2025-07-07 13F Investors Research Corp 125 -43.44 55 -33.33
2025-08-04 13F Heritage Investors Management Corp 0 -100.00 0
2025-07-31 13F AlTi Global, Inc. 11,334 -21.92 4,974 -7.60
2025-07-11 13F Scott Capital Advisors, LLC 87,531 -0.90 38,732 18.26
2025-07-23 13F Watershed Private Wealth Llc 33,509 -8.91 14,691 7.69
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 -100.00 0
2025-05-02 13F Cable Hill Partners, LLC 188,141 -0.26 71,172 -8.07
2025-07-09 13F Clarus Wealth Advisors 17,126 -1.56 7,507 17.32
2025-07-29 13F Quotient Wealth Partners, LLC 38,802 -2.01 17,011 15.85
2025-07-09 13F Lifestyle Asset Management, Inc. 0 -100.00 0
2025-08-04 13F Bristlecone Advisors, LLC 33,127 -1.50 14,523 16.45
2025-07-15 13F Norden Group Llc 2,573 -31.06 1,128 -18.44
2025-08-08 13F Francis Financial, Inc. 0 -100.00 0
2025-07-17 13F LVW Advisors, LLC 63,760 -21.43 27,952 -7.11
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 97,635 -3.13 42,803 13.50
2025-07-14 13F Mechanics Bank Trust Department 25,279 -27.33 11,082 -14.09
2025-08-04 13F Assetmark, Inc 514,034 -1.58 225,352 16.36
2025-07-23 13F Nbt Bank N A /ny 603 -7.66 264 9.09
2025-08-18 13F Finward Bancorp 13,478 -0.01 5,909 18.21
2025-07-22 13F Simplicity Wealth,LLC 3,474 -43.18 1,523 -32.82
2025-07-25 13F Welch Group, LLC 1,221 -20.66 535 -6.14
2025-07-16 13F New Insight Wealth Advisors 0 -100.00 0
2025-04-16 13F Tudor Financial Inc. 0 -100.00 0
2025-05-09 13F Blue Barn Wealth, LLC 0 -100.00 0
2025-07-22 13F Compass Financial Group, INC/SD 9,085 -2.15 3,983 15.65
2025-05-02 13F Mountain Hill Investment Partners Corp. 0 -100.00 0
2025-08-06 13F Geometric Wealth Advisors 6,190 -3.08 2,714 14.57
2025-04-02 13F Marcum Wealth, LLC 20,293 -0.55 7,525 -10.16
2025-07-24 13F Coordinated Financial Services, Inc. 1,208 -5.11 529 1.34
2025-07-14 13F Clayton Financial Group LLC 39,724 -41.11 17,415 -30.38
2025-07-16 13F TCI Wealth Advisors, Inc. 2,474 -1.75 1,085 16.18
2025-07-15 13F Cordant, Inc. 0 -100.00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 65,134 -7.74 28,554 9.07
2025-07-11 13F My Legacy Advisors, LLC 2,462 -14.10 1,089 2.54
2025-08-11 13F Cascade Wealth Advisors, Inc 11,851 -11.88 5,441 11.70
2025-08-12 13F Bedel Financial Consulting, Inc. 4,574 -0.09 2,005 14.18
2025-07-31 13F Glass Jacobson Investment Advisors llc 10,680 -16.25 4,682 -10.53
2025-07-21 13F HighMark Wealth Management LLC 50 -24.24 22 -8.33
2025-04-17 13F Montecito Bank & Trust 820 -34.66 304 -40.97
2025-08-13 13F Williamson Legacy Group, LLC 637 -3.48 279 14.34
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 2,780 -0.93 1,219 17.12
2025-08-01 13F Fort Vancouver Investment Management, LLC 9,078 -7.50 3,980 9.34
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 815 -40.73 357 -29.86
2025-07-21 13F Single Point Partners, LLC 1,822 -3.14 1
2025-08-12 13F Maripau Wealth Management Llc 3,916 -17.21 1,715 -2.22
2025-08-05 13F Milestone Asset Management, Llc 751 -53.41 329 -44.89
2025-08-08 13F Good Life Advisors, LLC 5,746 -2.35 2,519 15.45
2025-07-11 13F Windsor Capital Management, LLC 2,025 -1.07 888 16.86
2025-07-15 13F Colonial River Wealth Management, LLC 1,822 -10.60 806 6.75
2025-05-15 13F Fft Wealth Management Llc 0 -100.00 0
2025-07-30 13F Blume Capital Management, Inc. 0 -100.00 0
2025-07-07 13F First Community Trust Na 12 -60.00 5 -54.55
2025-07-07 13F Global Wealth Strategies & Associates 143 -9.49 63 6.90
2025-08-08 13F Everett Harris & Co /ca/ 66,217 -1.15 29,029 16.86
2025-05-15 13F National Wealth Management Group, LLC 1,367 -11.18 507 -19.81
2025-04-21 13F Bigelow Investment Advisors, LLC 0 -100.00 0
2025-07-28 13F Kiker Wealth Management, LLC 0 -100.00 0
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 -100.00 0 -100.00
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 30,332 -10.37 13,298 5.96
2025-05-15 13F Millennium Management Llc 0 -100.00 0 -100.00
2025-07-18 13F Cooper Financial Group 1,712 -45.25 750 -35.29
2025-08-27 NP XNAV - FundX Aggressive ETF 6,865 -2.44 3,010 15.33
2025-07-28 13F Chesapeake Wealth Management 767 -2.04 336 15.86
2025-08-12 13F Manchester Capital Management LLC 4,039 -91.09 1,771 -89.47
2025-07-18 13F Benchmark Wealth Management, LLC 76,195 -5.07 33,404 12.23
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-07-10 13F Charter Oak Capital Management, LLC 10,171 -0.07 4,459 18.15
2025-07-10 13F Peoples Bank/KS 0 -100.00 0
2025-08-11 13F Anderson Financial Strategies, LLC 0 -100.00 0
2025-07-09 13F GSG Advisors LLC 16,175 -0.02 7,091 19.18
2025-08-12 13F Investments & Financial Planning, LLC 3,962 -0.33 1,737 17.84
2025-07-21 13F Jackson Wealth Management, LLC 3,390 -82.13 1,486 -78.88
2025-07-22 13F DT Investment Partners, LLC 4,968 -18.20 2,178 -3.29
2025-08-14 13F Beaird Harris Wealth Management, LLC 666 -8.52 292 8.18
2025-07-16 13F Wealth Group Ltd 1,260 -1.56 553 16.46
2025-07-15 13F Verum Partners LLC 763 -28.49 335 -15.44
2025-08-12 13F Jpmorgan Chase & Co 1,731,734 -3.57 759,193 14.00
2025-07-30 13F TFB Advisors LLC 5,557 -3.81 2,436 13.73
2025-07-31 13F Kathleen S. Wright Associates Inc. 23,302 -6.21 10,216 10.88
2025-08-01 13F FSA Advisors, Inc. 803 -55.71 352 -47.62
2025-08-01 13F Integral Investment Advisors, Inc. 28,842 -1.23 12,644 16.77
2025-07-16 13F Spinnaker Investment Group, LLC 4,020 -8.26 1,762 8.43
2025-07-29 13F Dale Q Rice Investment Management Ltd 0 -100.00 0
2025-07-28 13F Naviter Wealth, LLC 820 -2.61 360 15.38
2025-08-01 13F May Hill Capital, LLC 5,121 -3.45 2,245 14.14
2025-08-04 13F Hantz Financial Services, Inc. 871 -3.22 0
2025-08-12 13F Gladstone Institutional Advisory LLC 29,025 -3.76 12,725 13.78
2025-08-12 13F OneAscent Financial Services LLC 9,494 -29.73 4 -20.00
2025-07-10 13F YHB Investment Advisors, Inc. 1,750 -2.56 767 15.34
2025-08-14 13F Comerica Bank 137,652 -6.19 60,347 10.91
2025-07-22 13F Integrated Capital Management, LLC 1,070 -3.43 0
2025-05-07 13F WMS Partners, LLC 0 -100.00 0
2025-07-30 13F Jackson Thornton Asset Management, Llc 700 -17.26 307 3.03
2025-08-04 13F Twin City Private Wealth, Llc 2,014 -7.19 884 9.83
2025-07-29 13F Calamos Wealth Management LLC 1,191 -23.85 522 -9.84
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 44,591 -1.09 19,549 16.93
2025-08-12 13F Jacobi Capital Management LLC 2,743 -0.36 1,203 17.84
2025-07-14 13F CJM Wealth Advisers, Ltd. 0 -100.00 0
2025-07-14 13F Golden State Equity Partners 4,847 -2.75 2,125 14.94
2025-07-23 13F Laraway Financial Inc 13,329 -2.63 5,844 15.11
2025-07-24 13F KC Investment Advisors, LLC 40,437 -52.16 17,728 -43.44
2025-07-18 13F Warren Street Wealth Advisors, LLC 795 -1.73 349 16.39
2025-07-16 13F Diversified Enterprises, LLC 12,691 -0.51 5,564 17.61
2025-07-09 13F Lineweaver Wealth Advisors, LLC 0 -100.00 0
2025-07-23 13F Pure Portfolios Holdings Llc 606 -2.57 266 15.22
2025-04-21 13F True Link Financial Advisors, LLC 0 -100.00 0
2025-08-13 13F GeoWealth Management, LLC 1,340 -18.49 587 -3.61
2025-07-14 13F Infinity Wealth Counsel, LLC 15,418 -0.36 6,760 17.79
2025-08-14 13F Mission Creek Capital Partners, Inc. 4,255 -3.19 1,865 14.49
2025-08-08 13F Hartland & Co., LLC 28,788 -4.84 12,621 12.50
2025-08-07 13F Sound View Wealth Advisors Group, LLC 9,289 -1.71 4,072 16.21
2025-07-29 13F Regions Financial Corp 29,150 -0.66 12,779 17.45
2025-08-13 13F Willis Johnson & Associates, Inc. 14,807 -5.45 6,491 11.78
2025-08-12 13F Legacy Financial Group, Inc. 77,187 -0.79 33,839 17.29
2025-05-09 13F Avalon Trust Co 0 -100.00 0
2025-04-23 13F Western Financial Corp/CA 0 -100.00 0
2025-08-14 13F City National Bank Of Florida /msd 498 -13.39 218 2.35
2025-08-12 13F Hanover Advisors Inc 7,738 -2.15 3,392 15.69
2025-08-13 13F Baker Avenue Asset Management, LP 2,560 -1.42 1,122 16.51
2025-07-10 13F HF Advisory Group, LLC 2,758 -3.94 1,209 13.63
2025-07-25 13F Wealth Architects, LLC 2,278 -29.80 999 -17.04
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 3,233 -14.02 1,417 1.65
2025-08-13 13F Polen Capital Management Llc 12,907 -11.53 5,659 4.60
2025-08-13 13F RFP Financial Group LLC 0 -100.00 0
2025-04-10 13F Teamwork Financial Advisors, LLC 0 -100.00 0
2025-08-12 13F Howe & Rusling Inc 764 -0.91 335 17.19
2025-05-13 13F Heck Capital Advisors, LLC 0 -100.00 0 -100.00
2025-07-29 13F Private Wealth Management Group, LLC 524 -17.87 230 -2.97
2025-08-12 13F TCP Asset Management, LLC 0 -100.00 0
2025-08-14 13F Tudor Investment Corp Et Al 0 -100.00 0
2025-08-11 13F Heritage Wealth Advisors 805 -30.96 353 -18.52
2025-08-12 13F Frontier Asset Management, LLC 1,879 -0.05 824 18.22
2025-07-17 13F Sound Income Strategies, LLC 2,798 -5.54 1,227 11.66
2025-08-08 13F Financial Gravity Companies, Inc. 1,223 -7.42 536 -1.11
2025-08-13 13F MONECO Advisors, LLC 48,030 -6.65 21,056 10.36
2025-08-14 13F Vista Capital Partners, Inc. 206,957 -1.51 90,730 16.44
2025-07-25 13F RHS Financial, LLC 1,879 -34.19 824 -22.21
2025-07-30 13F Sonata Capital Group Inc 567 -1.05 0
2025-08-08 13F Mjp Associates Inc /adv 7,405 -0.48 3,246 17.65
2025-07-16 13F Dakota Wealth Management 49,108 -5.08 21,529 12.22
2025-08-13 13F Wealthquest Corp 2,196 -22.92 963 -8.90
2025-08-05 13F Arrowroot Family Office, LLC 1,944 -1.57 852 5.19
2025-08-14 13F Camden Capital, LLC 5,329 -0.47 2,336 17.68
2025-07-24 13F Trust Co of Tennessee 236,055 -0.26 103,487 17.92
2025-07-17 13F Dopkins Wealth Management, Llc 13,989 -0.53 6,133 17.58
2025-08-07 13F 1st Source Bank 606 -1.30 266 16.74
2025-07-17 13F Scott & Selber, Inc. 16,996 -0.09 7 16.67
2025-07-10 13F Ferguson Wellman Capital Management, Inc 4,019 -2.26 1,762 15.55
2025-08-08 13F Tanglewood Legacy Advisors, LLC 2,380 -2.06 1,043 15.76
2025-08-14 13F JPL Wealth Management, LLC 854 -11.69 374 4.47
2025-08-14 13F Archetype Wealth Partners 5,189 -22.54 2 0.00
2025-07-29 13F Chicago Partners Investment Group LLC 148,302 -0.41 66,795 16.61
2025-08-06 13F New Millennium Group LLC 64 -9.86 28 7.69
2025-07-23 13F Trifecta Capital Advisors, LLC 395 -13.76 173 2.37
2025-08-13 13F Meridian Wealth Partners, LLC 710 -3.01 311 14.76
2025-07-30 13F Rehmann Capital Advisory Group 15,981 -4.20 7,006 13.26
2025-08-13 13F Smith, Moore & Co. 13,163 -6.50 5,771 10.54
2025-05-28 13F Silicon Valley Capital Partners 40,119 -0.23 14,861 -9.96
2025-07-14 13F Baring Financial LLC 3,413 -2.15 1,496 15.70
2025-07-24 13F Grand Wealth Management, Llc 269 -16.20 118 0.00
2025-08-01 13F Austin Private Wealth, LLC 931 -13.88 408 2.00
2025-07-31 13F Cornerstone Management, Inc. 355,735 -0.84 155,954 17.23
2025-07-28 13F Perfromance Wealth Partners, LLC 1,290,691 -0.15 565,839 18.05
2025-07-16 13F Old Port Advisors 595 -7.75 261 8.79
2025-07-23 13F Hager Investment Management Services, Llc 0 -100.00 0
2025-07-22 13F Cedar Mountain Advisors, LLC 3,473 -1.98 1,523 15.92
2025-07-17 13F XML Financial, LLC 968 -5.10 424 12.17
2025-07-30 13F Fusion Family Wealth LLC 3,849 -8.23 1,687 8.49
2025-07-10 13F Shira Ridge Wealth Management 1,673 -0.65 733 17.47
2025-07-03 13F TrueWealth Advisors, LLC 978 -0.31 429 17.91
2025-08-13 13F Cary Street Partner Investment Advisory Llc 289 -18.36 127 -3.82
2025-08-11 13F Wealthspire Advisors, LLC 896,976 -2.46 393,234 15.32
2025-07-08 13F First International Bank & Trust 1,511 -21.14 662 -6.76
2025-05-16 13F Coordinated Financial Services, Inc./CO 919 -34.22 341 -34.87
2025-07-24 13F Horizon Bancorp Inc /in/ 18,815 -1.23 8 14.29
2025-07-22 13F Checchi Capital Advisers, LLC 9,777 -25.92 4,286 -12.42
2025-07-24 13F Blue Zone Wealth Advisors, LLC 5,893 -0.51 2,583 17.62
2025-07-18 13F Parsons Capital Management Inc/ri 8,959 -10.70 3,928 5.56
2025-08-13 13F Cresset Asset Management, LLC 196,779 -0.38 86,368 17.91
2025-04-30 13F Highview Capital Management LLC/DE/ 0 -100.00 0
2025-08-13 13F Raab & Moskowitz Asset Management LLC 8,280 -3.21 3,630 14.44
2025-07-28 13F Ritholtz Wealth Management 22,186 -3.77 9,726 13.78
2025-07-11 13F Thomasville National Bank 1,428 -40.94 626 -30.13
2025-08-14 13F Clg Llc 1,038 -1.05 455 17.01
2025-08-06 13F Bonfire Financial 20,911 -0.55 9,178 17.73
2025-05-16 13F Laidlaw Wealth Management LLC 0 -100.00 0
2025-07-25 13F Stephens Consulting, LLC 6,020 -0.35 2,639 17.81
2025-07-31 13F Ingalls & Snyder Llc 3,894 -11.34 2 0.00
2025-07-17 13F Camelot Portfolios, LLC 3,628 -10.22 1,590 6.14
2025-08-14 13F Peapack Gladstone Financial Corp 5,788 -9.98 3 0.00
2025-08-15 13F Binnacle Investments Inc 5,415 -0.15 2,374 18.06
2025-08-12 13F Goepper Burkhardt LLC 1,789 -41.48 784 -30.80
2025-04-11 13F Ehrlich Financial Group 0 -100.00 0
2025-07-30 13F DecisionMap Wealth Management, LLC 533 -15.80 234 -0.43
2025-08-06 13F Adviser Investments LLC 2,176,216 -12.31 954,053 3.67
2025-07-09 13F Orser Capital Management, Llc 8,173 -69.12 3,583 -63.49
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 468 -51.10 205 -42.09
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 6,300 -65.38 2,762 -59.08
2025-07-25 13F Wells Financial Advisors INC 19,258 -6.24 8,443 10.85
2025-08-11 13F Capital Square, LLC 1,088 -11.54 481 5.49
2025-07-22 13F Berkshire Money Management, Inc. 24,971 -68.65 10,947 -62.94
2025-08-12 13F Weitzel Financial Services, Inc. 968 -6.20 446 21.86
2025-08-12 13F CIBC Private Wealth Group, LLC 39,594 -3.67 17,358 28.18
2025-08-05 13F Dravo Bay Llc 20,286 -0.70 8,893 17.40
2025-07-16 13F/A CX Institutional 14,312 -56.37 6 -50.00
2025-08-14 13F Permanens Capital L.P. 301,987 -14.86 132,543 0.77
2025-08-05 13F Fortress Wealth Group, LLC 60,421 -19.40 27,407 -3.48
2025-07-15 13F Cora Capital Advisors Llc 37,227 -1.52 16,320 16.43
2025-07-09 13F Procyon Private Wealth Partners, LLC 34,958 -45.31 15,323 -35.36
2025-08-06 13F Aspect Partners, LLC 0 -100.00 0
2025-08-11 13F Sharpepoint Llc 0 -100.00 0
2025-08-15 13F North Ridge Wealth Advisors, Inc. 3,935 -1.62 1,725 16.32
2025-04-29 13F Baker Boyer National Bank 0 -100.00 0
2025-07-24 13F Lokken Investment Group LLC 39,097 -0.24 17,140 17.94
2025-07-25 13F Clarendon Private LLC 4,453 -1.42 1,952 16.61
2025-08-14 13F Citadel Advisors Llc Call 89,100 -37.17 39,061 -25.71
2025-08-05 13F Key FInancial Inc 4,542 -0.85 1,991 17.26
2025-08-05 13F Strategic Financial Concepts, LLC 12,285 -9.32 5,385 7.21
2025-08-13 13F IAG Wealth Partners, LLC 48,987 -6.78 21,476 10.20
2025-08-14 13F Citadel Advisors Llc Put 15,200 -75.08 6,664 -70.54
2025-07-29 13F Stratos Wealth Advisors, LLC 58,896 -0.45 25,820 17.69
2025-08-05 13F Tsfg, Llc 2,648 -12.84 1 0.00
2025-08-18 13F/A National Bank Of Canada /fi/ 1,779 -35.64 780 -24.00
2025-04-21 13F O'Dell Group, LLC 0 -100.00 0
2025-07-01 13F Stonehearth Capital Management, LLC 548 -3.69 240 14.29
2025-08-08 13F Kane Investment Management, Inc. 4,581 -8.20 2,008 8.54
2025-08-01 13F Belvedere Trading LLC Call 9,900 -56.77 4,340 -48.89
2025-08-14 13F Atomi Financial Group, Inc. 68,827 -8.08 30,174 8.68
2025-07-25 13F Johnson Investment Counsel Inc 22,773 -23.87 9,984 -10.00
2025-08-13 13F American Money Management, LLC 558 -3.29 245 14.02
2025-07-23 13F Defined Financial Planning LLC 687 -65.49 305 -59.01
2025-08-05 13F Lifeworks Advisors, LLC 3,583 -2.58 1,571 15.19
2025-08-12 13F Sierra Summit Advisors Llc 1,580 -4.01 693 13.44
2025-07-22 13F Valeo Financial Advisors, LLC 20,601 -35.38 9,032 -23.60
2025-08-08 13F Accredited Investors Inc. 1,503 -3.41 659 14.24
2025-07-09 13F Beacon Financial Group 51,384 -2.71 22,527 15.02
2025-07-17 13F Alpine Bank Wealth Management 23,807 -9.38 10,437 7.13
2025-08-11 13F Landaas & Co /wi /adv 998 -21.54 437 -7.22
2025-08-14 13F Raymond James Financial Inc 2,471,481 -6.28 1,083,498 10.80
2025-05-28 NP TFAFX - Tactical Growth Allocation Fund Class I 290 -34.09 108 -40.56
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 121,495 -4.73 53,288 12.56
2025-07-25 13F Priebe Wealth Holdings LLC 0 -100.00 0
2025-04-29 13F Element Wealth, LLC 0 -100.00 0
2025-07-10 13F Hurlow Wealth Management Group, Inc. 30,200 -8.09 13,240 8.66
2025-08-05 13F Verity Asset Management, Inc. 1,487 -49.25 651 -40.00
2025-08-05 13F Gilbert & Cook, Inc. 1,047 -14.74 459 0.88
2025-08-20 13F Forefront Wealth Partners, LLC 0 -100.00 0
2025-08-08 13F Creative Planning 296,917 -0.16 130,168 18.04
2025-07-17 13F HB Wealth Management, LLC 71,471 -2.86 31,333 14.84
2025-07-09 13F Affinity Capital Advisors, LLC 126,664 -0.50 55,530 21.10
2025-08-06 13F Tradewinds, LLC. 0 -100.00 0
2025-08-06 13F Hoxton Planning & Management, LLC 2,952 -2.99 1,294 14.63
2025-08-13 13F My Purposeful Wealth Corp. 154,514 -2.22 70,424 20.18
2025-08-14 13F Full Sail Capital, LLC 1,706 -24.48 748 -10.75
2025-07-22 13F Beacon Financial Advisory LLC 2,568 -16.89 1,126 -1.75
2025-07-25 13F Sequoia Financial Advisors, LLC 167,223 -1.69 73,311 16.23
2025-08-12 13F Farmers National Bank 2,635 -0.08 1,155 18.22
2025-08-11 13F Great Lakes Advisors, Llc 10,996 -0.74 4,821 17.36
2025-07-17 13F Stockman Wealth Management, Inc. 1,244 -14.62 545 0.93
2025-07-15 13F First City Capital Management, Inc. 1,029 -9.10 451 7.64
2025-07-24 13F JB Capital LLC 1,367 -2.57 600 15.19
2025-08-11 13F Amara Financial, Llc. 1,779 -0.56 780 17.50
2025-08-14 13F White Knight Strategic Wealth Advisors, LLC 4,220 -0.73 1,850 17.39
2025-07-07 13F Accelerate Investment Advisors LLC 568 -0.70 249 17.45
2025-08-11 13F Hexagon Capital Partners LLC 12,421 -9.95 5,445 6.45
2025-07-23 13F Stephen J. Garry & Associates, Llc 58,031 -2.02 25,441 15.84
2025-04-24 13F Centerline Wealth Advisors, LLC 0 -100.00 0
2025-07-30 13F Nottingham Advisors, Inc. 510 -9.89 224 6.19
2025-08-05 13F Continuum Wealth Advisors, Llc 993 -94.00 435 -92.91
2025-08-04 13F Balentine LLC 1,305,513 -0.24 572,337 17.94
2025-08-27 13F/A Putney Financial Group LLC 55 -38.89 24 -27.27
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 180,128 -1.56 78,968 16.38
2025-07-18 13F BSW Wealth Partners 1,313 -1.50 576 16.40
2025-07-25 13F Midwest Capital Advisors, LLC 1,392 -6.51 610 10.51
2025-07-23 13F Morton Capital Management LLC/CA 1,488 -0.60 652 17.48
2025-08-12 13F Ameritas Investment Partners, Inc. 425 -15.00 186 0.54
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-08-13 13F Provida Pension Fund Administrator 0 -100.00 0 -100.00
2025-08-13 13F Valued Retirements, Inc. 1,728 -6.29 757 10.83
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 18,242 -3.65 7,997 13.92
2025-08-12 13F Winnow Wealth Llc 0 -100.00 0 -100.00
2025-07-11 13F Seacrest Wealth Management, Llc 4,536 -2.43 1,989 15.31
2025-05-13 13F Brooklyn FI, LLC 0 -100.00 0 -100.00
2025-07-08 13F Nbc Securities, Inc. 1,215 -38.32 1
2025-07-11 13F Rockwood Wealth Management, LLC 5,875 -7.17 2,576 9.76
2025-08-01 13F Red Lighthouse Investment Management, Llc 171 -10.47 75 13.85
2025-05-09 13F Toews Corp /adv 0 -100.00 0
2025-07-23 13F Ti-trust, Inc 1,407 -6.82 617 10.20
2025-07-16 13F Eastover Investment Advisors LLC 807 -4.61 354 12.78
2025-07-28 13F Arlington Financial Advisors, LLC 1,626 -42.83 713 -32.45
2025-07-24 13F Capital Advisors, Ltd. LLC 30,200 -0.26 13 18.18
2025-07-11 13F Cypress Financial Planning Llc 2,751 -0.07 1,206 18.24
2025-08-07 13F FDx Advisors, Inc. 14,273 -4.09 6 20.00
2025-07-23 13F L.K. Benson & Company, P.C. 485 -22.65 213 -8.62
2025-08-13 13F Wambolt & Associates, LLC 533 -5.83 231 9.48
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-08-13 13F Holos Integrated Wealth LLC 3,433 -7.42 1,576 14.70
2025-08-12 13F Retirement Planning Co of New England, Inc. 4,274 -1.16 1,874 16.84
2025-07-22 13F Global Assets Advisory, LLC 0 -100.00 0
2025-08-05 13F NewSquare Capital LLC 7 -99.29 3 -99.18
2025-08-06 13F Golden State Wealth Management, LLC 2,916 -1.69 1,279 16.29
2025-08-06 13F Simmons Bank 17,609 -2.42 7,719 15.36
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 71,041 -1.62 31,144 16.31
2025-07-15 13F Farrell Financial LLC 1,327 -0.15 582 18.09
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 9,900 -1.49 4,340 16.48
2025-08-07 13F Ibex Wealth Advisors 2,824 -51.79 1,238 -43.00
2025-07-09 13F Westbourne Investments, Inc. 6,524 -0.12 2,860 18.08
2025-05-15 13F Lavaca Capital Llc 0 -100.00 0
2025-08-13 13F Rinkey Investments 18,264 -9.27 8,007 7.26
2025-05-09 13F Novus Advisors, Llc 0 -100.00 0
2025-08-04 13F UNIVEST FINANCIAL Corp 6,656 -2.80 2,918 14.93
2025-07-17 13F Symmetry Partners, LLC 2,609 -0.91 1,144 17.11
2025-07-17 13F Janney Montgomery Scott LLC 158,357 -8.82 69 7.81
2025-07-07 13F Trust Co 132,364 -12.88 58,028 3.00
2025-08-01 13F Gwn Securities Inc. 2,348 -44.10 1,032 -36.79
2025-08-08 13F Compass Wealth Management LLC 0 -100.00 0
2025-07-03 13F Collective Family Office Llc 2,388 -6.83 1,047 10.11
2025-06-30 NP Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R 21,272 -6.40 8,047 -15.37
2025-08-29 13F Centaurus Financial, Inc. 10,201 -16.09 4 0.00
2025-08-14 13F First Foundation Advisors 1,137 -32.84 498 -20.57
2025-08-12 13F Vawter Financial, Ltd. 0 -100.00 0
2025-07-23 13F Secured Retirement Advisors, Llc 497 -15.62 218 -0.46
2025-04-29 13F Crew Capital Management, Ltd. 0 -100.00 0
2025-08-08 13F King Wealth 1,780 -9.87 1
2025-08-07 13F Grange Capital, LLC 3,543 -5.77 1,553 11.41
2025-08-19 13F Wealth Group, Ltd. 0 -100.00 0
2025-08-27 NP VHGEX - Vanguard Global Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,549 -71.16 6,817 -65.90
2025-04-18 13F Financial Partners Group, LLC 0 -100.00 0
2025-07-23 13F Arcadia Investment Advisors Llc 8,825 -0.71 3,869 17.39
2025-07-08 13F Madison Park Capital Advisors, LLC 20,443 -8.70 8,962 7.94
2025-07-31 13F Conservest Capital Advisors, Inc. 2,491 -1.70 1,092 16.29
2025-08-14 13F Hirtle Callaghan & Co LLC 160,665 -2.10 70,436 15.74
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-29 13F TFC Financial Management 664 -13.77 291 2.11
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 890 -1.22 390 16.77
2025-08-13 13F Brown Advisory Inc 69,414 -4.44 30,432 12.98
2025-07-16 13F John W. Brooker & Co., CPAs 0 -100.00 0
2025-07-16 13F Perigon Wealth Management, LLC 74,906 -6.56 32,839 10.47
2025-05-06 13F Fpc Investment Advisory, Inc. 0 -100.00 0 -100.00
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100.00 0
2025-08-14 13F Talon Private Wealth, LLC 9,468 -16.90 4,151 -3.58
2025-07-15 13F Oak Wealth Advisors LLC 672 -14.18 295 1.38
2025-08-13 13F Everstar Asset Management, LLC 2,344 -0.42 1,028 17.78
2025-08-15 13F Blue Edge Capital, LLC 152,720 -0.94 66,952 17.11
2025-08-13 13F Vertex Planning Partners, LLC 3,808 -5.46 1,669 11.79
2025-07-22 13F IVC Wealth Advisors LLC 46,625 -3.58 20,440 13.99
2025-08-14 13F Destination Wealth Management 148,698 -1.01 65,189 17.04
2025-08-18 13F Hershey Financial Advisers, LLC 1,179 -72.79 517 -70.98
2025-07-16 13F Tenret Co LLC 46,241 -8.29 20,272 8.43
2025-04-15 13F Rockingstone Advisors LLC 0 -100.00 0
2025-08-06 13F Horizon Investment Services, LLC 2,267 -3.53 994 14.12
2025-08-01 13F First Command Advisory Services, Inc. 2,659 -2.78 1,166 14.89
2025-07-09 13F Reyes Financial Architecture, Inc. 0 -100.00 0
2025-08-12 13F Choate Investment Advisors 12,702 -3.30 5,569 14.31
2025-07-30 13F Alexis Investment Partners, LLC 14,583 -10.26 6,357 5.60
2025-07-14 13F Clear Harbor Asset Management, LLC 873 -15.08 383 0.26
2025-08-12 13F Argent Trust Co 5,596 -9.41 2,453 7.12
2025-08-12 13F Clearwater Capital Advisors, LLC 21,484 -0.35 9,419 17.81
2025-07-09 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
2025-08-12 13F BlueStem Wealth Partners, LLC 167,739 -29.52 73,537 -16.68
2025-07-25 13F Lion Street Advisors, LLC 3,823 -28.34 1,676 -15.27
2025-08-08 13F Apex Wealth Management, LLC 15,034 -7.84 6,591 8.94
2025-08-08 13F Atlantic Trust, LLC 234 -4.88 103 12.09
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 70 -20.45 31 -6.25
2025-08-14 13F Capital Planning Advisors, LLC 14,448 -0.86 6,334 17.23
2025-08-13 13F ASB Consultores, LLC 0 -100.00 0
2025-08-11 13F Aptus Capital Advisors, LLC 1,000 -0.60 438 17.43
2025-07-18 13F Swp Financial Llc 30,374 -20.12 13,316 -5.56
2025-07-24 13F Drucker Wealth 3.0, LLC 15,126 -11.59 6,693 5.52
2025-08-13 13F Amundi 0 -100.00 0
2025-07-29 13F Lesa Sroufe & Co 0 -100.00 0
2025-08-11 13F Aviso Wealth Management 2,342 -7.80 1,027 8.92
2025-05-14 13F Caisse De Depot Et Placement Du Quebec 0 -100.00 0
2025-06-03 13F Invst, LLC 6,512 -4.80 2,415 -14.00
2025-07-30 13F Retirement Planning Group 83,429 -0.20 36,575 17.99
2025-07-09 13F Catalyst Private Wealth, Llc 11,831 -8.18 5,187 8.54
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 1,769 -15.32 776 0.13
2025-07-18 13F Trilogy Capital Inc. 4,339 -0.69 1,902 17.41
2025-07-25 13F Acorn Creek Capital Llc 52,899 -21.43 23,191 -7.11
2025-08-14 13F Fmr Llc 2,689,800 -4.25 1,179,209 13.20
2025-07-17 13F Sonora Investment Management Group, LLC 2,792 -3.19 1,224 14.50
2025-08-05 13F Navalign, LLC 1,540 -12.85 675 3.05
2025-07-17 13F Beacon Capital Management, LLC 92,153 -8.64 40,400 8.01
2025-07-21 13F Old Second National Bank Of Aurora 130 -21.21 57 -8.20
2025-08-04 13F Continental Investors Services, Inc. 1,193 -1.97 523 15.74
2025-08-14 13F Glen Eagle Advisors, LLC 15,211 -13.30 6,668 2.51
2025-08-14 13F Riggs Asset Managment Co. Inc. 7,868 -9.82 3,449 6.62
2025-08-04 13F Kovack Advisors, Inc. 15,517 -8.35 6,803 8.36
2025-07-17 13F Prepared Retirement Institute LLC 4,725 -5.82 2,071 11.34
2025-08-07 13F Legacy Advisors, LLC 0 -100.00 0
2025-08-26 13F Claris Financial LLC 14,103 -35.97 6,183 -31.62
2025-08-14 13F Smartleaf Asset Management LLC 13,989 -10.28 6,105 5.71
2025-07-14 13F Chris Bulman Inc 13,637 -6.04 5,978 11.09
2025-05-09 13F Prime Buchholz LLC 0 -100.00 0
2025-07-31 13F Sentinel Trust Co Lba 758 -1.43 0
2025-07-09 13F Defined Wealth Management, Llc 16,360 -5.14 7,172 12.15
2025-08-07 13F Nwam Llc 42,997 -53.86 19,556 -43.41
2025-08-07 13F Rollins Financial Advisors, LLC 4,426 -0.74 1,940 17.36
2025-07-21 13F New Century Financial Group, LLC 0 -100.00 0
2025-08-12 13F Country Trust Bank 1,594 -8.55 699 8.05
2025-07-11 13F Annex Advisory Services, LLC 2,822 -35.97 1,237 -24.30
2025-08-14 13F Keebeck Wealth Management, LLC 8,213 -0.74 3,605 17.47
2025-08-13 13F American Investment Services, Inc. 81,335 -21.39 35,657 -7.06
2025-04-16 13F West Branch Capital LLC 0 -100.00 0
2025-07-29 13F Activest Wealth Management 588 -49.66 258 -40.65
2025-07-10 13F NorthCrest Asset Manangement, LLC 2,380 -14.66 1,052 1.64
2025-08-14 13F Ruggaard & Associates LLC 2,962 -17.42 1,298 -2.41
2025-08-11 13F Morling Financial Advisors, LLC 0 -100.00 0
2025-08-12 13F Insigneo Advisory Services, Llc 4,685 -2.80 2,054 14.89
2025-08-11 13F FSA Wealth Management LLC 1,468 -0.47 644 17.77
2025-08-14 13F Matrix Private Capital Group Llc 37,772 -2.37 16,578 15.56
2025-07-22 13F Dougherty Wealth Advisers LLC 82,223 -10.17 36,047 6.20
2025-07-29 13F Kelman-Lazarov, Inc. 9,035 -0.47 3,961 17.65
2025-08-14 13F Chilton Investment Co Llc 1,561 -78.64 684 -74.76
2025-07-23 13F Steel Peak Wealth Management LLC 3,446 -31.88 1,512 -19.40
2025-08-07 13F Topel & Distasi Wealth Management, LLC 40,708 -0.17 17,846 18.02
2025-07-10 13F Pachira Investments Inc. 1,069 -6.47 469 10.64
2025-07-28 13F Private Wealth Asset Management, LLC 13,046 -8.60 5,719 8.07
2025-07-17 13F ERn Financial, LLC 22,438 -0.33 9,837 17.82
2025-08-14 13F Price T Rowe Associates Inc /md/ 3,262 -4.79 1 0.00
2025-07-11 13F BTC Capital Management, Inc. 60,318 -1.39 26,443 16.58
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,971 -30.37 4,371 -17.68
2025-07-24 13F Us Bancorp \de\ 302,853 -1.06 132,771 16.97
2025-04-21 13F Catalina Capital Group, LLC 0 -100.00 0
2025-08-14 13F Marshall Investment Management, Llc 0 -100.00 0
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 2,349 -37.86 1,030 -26.55
2025-08-12 13F Waddell & Associates, Llc 518 -15.36 227 0.00
2025-07-24 13F Agate Pass Investment Management, LLC 13,134 -36.02 5,758 -24.36
2025-05-15 13F Cambria Investment Management, L.P. 0 -100.00 0
2025-07-31 13F Harbour Investment Management Llc 590 -5.14 259 12.17
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 34,921 -2.59 15,309 15.28
2025-08-04 13F Partners in Financial Planning 142,109 -1.75 62,300 16.15
2025-08-11 13F One Capital Management, LLC 38,996 -62.41 17,096 -55.56
2025-07-15 13F RVW Wealth, LLC 8,019 -2.02 3,516 15.85
2025-08-11 13F Principal Securities, Inc. 7,263 -15.12 3,184 -9.34
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 11,095 -22.04 4,829 -8.60
2025-08-14 13F First Manhattan Co 3,905 -3.15 1,714 14.58
2025-08-06 13F Forbes Financial Planning, Inc. 877 -15.10 384 0.26
2025-08-11 13F Rockbridge Investment Management, LCC 3,023 -13.87 1,325 1.84
2025-07-17 13F Summit Financial Strategies, Inc. 2,744 -14.81 1,203 0.67
2025-08-14 13F Pinnacle Family Advisors, LLC 1,266 -0.16 555 18.09
2025-08-14 13F Wealth Preservation Advisors, LLC 5,779 -0.96 2,533 17.11
2025-07-23 13F Wealth Management Nebraska 0 -100.00 0
2025-08-12 13F Eldridge Investment Advisors, Inc. 3,354 -1.84 1,471 16.02
2025-08-06 13F Wsfs Capital Management, Llc 12,056 -0.74 5,285 17.37
2025-07-22 13F Silver Lake Advisory, LLC 6,002 -1.99 2,631 15.85
2025-08-12 13F AIMZ Investment Advisors, LLC 1,076 -5.70 472 11.35
2025-07-31 13F Gallagher Capital Advisors, LLC 0 -100.00 0
2025-08-12 13F EFG Asset Management (Americas) Corp. 989 -30.89 434 -18.30
2025-04-17 13F Rs Crum Inc. 5,855 -1.35 2,171 -10.84
2025-08-05 13F Fourth Dimension Wealth, LLC 15,370 -25.76 6,738 -12.23
2025-08-13 13F Orleans Capital Management Corp/la 615 -1.60 270 16.45
2025-08-06 13F Stonebridge Financial Planning Group, LLC 6,964 -2.81 3,053 14.91
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 486 -14.44 225 9.76
2025-07-10 13F SK Wealth Management, LLC 3,979 -1.70 1,761 26.98
2025-08-07 13F W Advisors, Llc 2,044 -3.36 896 14.29
2025-08-01 13F Transcend Wealth Collective, Llc 9,810 -3.43 4,301 14.18
2025-07-30 13F Towneley Capital Management, Inc / DE 1,589 -23.13 697 -9.14
2025-05-08 13F Us Financial Advisors, Llc 895 -0.89 332 -10.54
2025-08-13 13F Nicolet Advisory Services, Llc 18,320 -0.10 8,153 25.86
2025-07-18 13F Naples Global Advisors, Llc 654 -0.76 287 17.21
2025-08-14 13F Financial Engines Advisors L.L.C. 7,251,506 -0.66 3,179,060 17.45
2025-07-24 13F Financial Connections Group, Inc. 34,409 -1.04 15 25.00
2025-08-06 13F Ethos Financial Group, LLC 4,437 -81.17 1,945 -79.60
2025-08-12 13F Integrated Advisors Network LLC 6,615 -15.39 2,900 0.00
2025-07-01 13F BancFirst Trust & Investment Management 1,059 -8.63 462 7.69
2025-07-14 13F Southland Equity Partners LLC 6,884 -14.31 3,018 1.28
2025-08-14 13F Balyasny Asset Management Llc 0 -100.00 0
2025-04-29 13F Hm Payson & Co 934 -66.17 346 -69.46
2025-08-08 13F ProVise Management Group, LLC 6,865 -1.05 3,010 16.99
2025-08-08 13F Laurel Wealth Planning LLC 929 -1.80 407 16.29
2025-07-28 13F Sterling Financial Planning, Inc. 1,793 -6.95 786 10.08
2025-08-08 13F Wiser Advisor Group LLC 4,379 -17.21 1,920 -2.14
2025-07-22 13F Awm Capital, Llc 0 -100.00 0
2025-07-23 13F Spectrum Asset Management, Inc. (NB/CA) 3,602 -41.31 1,581 -30.55
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 146,387 -4.18 64,176 13.29
2025-07-25 13F Northwest Capital Management Inc 1,108 -46.68 486 -37.01
2025-08-13 13F Edgestream Partners, L.P. 1,787 -13.96 783 1.69
2025-08-12 13F Putnam Fl Investment Management Co 6,363 -9.19 2,790 7.35
2025-08-14 13F Hilltop Holdings Inc. 17,882 -45.28 7,840 -35.31
2025-07-15 13F Signet Financial Management, Llc 44,093 -4.57 19,330 12.83
2025-07-29 13F Financial Futures Ltd Liability Co. 1,404 -0.92 615 17.14
2025-07-28 13F Nadler Financial Group, Inc. 148,666 -2.98 65,175 14.70
2025-07-17 13F Sterling Investment Advisors, Ltd. 1,277 -13.48 560 2.19
2025-08-11 13F TRUE Private Wealth Advisors 1,723 -0.06 755 18.15
2025-07-30 13F Cullen/frost Bankers, Inc. 576,028 -1.73 252,531 16.18
2025-08-05 13F Cherry Tree Wealth Management, LLC 3,483 -2.16 1,527 15.61
2025-08-13 13F Nicolet Bankshares Inc 5,012 -6.74 2,197 10.29
2025-07-30 13F Fairway Wealth LLC 11 -96.89 5 -96.95
2025-08-13 13F Winslow Capital Management, LLC 2,386 -22.23 1,046 -8.00
2025-07-14 13F AdvisorNet Financial, Inc 41,318 -13.38 18,114 2.40
2025-08-08 13F Tortoise Investment Management, LLC 532 -1.30 233 17.09
2025-07-29 13F Wingate Wealth Advisors, Inc. 4,637 -3.74 2,033 13.77
2025-07-18 13F Rogco, Lp 0 -100.00 0
2025-07-28 13F Stegner Investment Associates Inc. 547 -8.07 240 8.64
2025-08-08 13F Brickley Wealth Management 120,887 -0.25 52,997 17.93
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 13,325 -1.63 5,842 16.29
2025-08-14 13F Waterford Advisors, LLC 1,280 -97.94 28,105 22.10
2025-08-11 13F Mill Creek Capital Advisors, LLC 2,559,774 -2.29 1,122,205 15.52
2025-07-17 13F Northwest Wealth Management, Llc 2,039 -2.35 894 15.50
2025-08-07 13F Apeiron RIA LLC 7,741 -3.83 3,394 13.71
2025-08-05 13F Mason Investment Advisory Services, Inc. 1,590 -0.44 697 17.57
2025-08-12 13F Charles Schwab Investment Management Inc 686,901 -9.01 301,137 7.57
2025-07-11 13F Capital Advantage, Inc. 905 -43.22 397 -39.45
2025-04-24 13F Wright Fund Managment, LLC 0 -100.00 0
2025-03-12 13F/A Private Capital Management Llc 3,128 -5.44 1,170 2.72
2025-07-17 13F Norris Perne & French Llp/mi 4,702 -1.59 2,061 16.37
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-04-29 13F Financial Network Wealth Management LLC 5,720 -2.34 2 0.00
2025-07-30 13F WESPAC Advisors SoCal, LLC 4,603 -40.34 2,018 -29.47
2025-07-25 13F Total Clarity Wealth Management, Inc. 524 -20.73 230 -15.50
2025-07-25 13F Sharp Financial Services, LLC 980 -11.15 430 4.89
2025-08-04 13F BLB&B Advisors, LLC 27,810 -0.65 12,192 17.47
2025-07-25 13F R. W. Roge & Company, Inc. 66,773 -8.41 29 7.41
2025-08-04 13F Keybank National Association/oh 11,204 -11.80 4,912 4.27
2025-07-15 13F FLP Wealth Management, LLC 853 -42.21 316 -47.77
2025-07-17 13F Melfa Wealth Management, Llc 725 -12.12 318 3.93
2025-08-12 13F American Century Companies Inc 0 -100.00 0
2025-04-23 13F Ami Asset Management Corp 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 1,792,600 -3.44 786 14.10
2025-07-24 13F MA Private Wealth 15,776 -0.27 6,916 17.92
2025-08-06 13F SNS Financial Group, LLC 17,817 -0.11 7,820 18.22
2025-05-01 13F Quest 10 Wealth Builders, Inc. 10,395 -5.97 3,916 -13.71
2025-07-25 13F GFS Advisors, LLC 13,173 -5.04 5,775 12.27
2025-08-11 13F Slagle Financial, LLC 1,003 -21.39 440 -7.19
2025-08-13 13F Legacy Capital Wealth Partners, LLC 0 -100.00 0
2025-08-12 13F Financial Advocates Investment Management 3,360 -53.83 1,473 -45.44
2025-07-24 13F Galvin, Gaustad & Stein, LLC 1,921 -6.48 842 10.64
2025-08-06 13F 360 Financial, Inc. 3,401 -3.76 1,491 13.82
2025-05-09 13F Altfest L J & Co Inc 0 -100.00 0
2025-08-18 13F/A Westwood Holdings Group Inc 27,303 -5.71 11,970 11.47
2025-08-14 13F Balanced Rock Investment Advisor 1,391 -26.52 610 -13.12
2025-06-26 NP DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES 2,812 -5.51 1,064 -14.62
2025-05-16 13F Empowered Funds, LLC 0 -100.00 0
2025-07-24 13F MSH Capital Advisors LLC 12,053 -3.35 5,284 14.25
2025-08-12 13F FourThought Financial Partners, LLC 1,086 -3.72 476 13.88
2025-08-08 13F Empower Advisory Group, LLC 14,095 -8.26 6,179 8.46
2025-08-14 13F West Coast Financial LLC 0 -100.00 0
2025-08-11 13F Brown Brothers Harriman & Co 14,743 -0.41 6,463 17.74
2025-03-18 13F/A Bank Of America Corp /de/ Put 0 -100.00 0 -100.00
2025-07-16 13F Minichmacgregor Wealth Management, Llc 856 -5.10 375 12.28
2025-08-14 13F Mercer Global Advisors Inc /adv 0 -100.00 0 -100.00
2025-07-09 13F Channel Wealth Llc 2,058 -0.24 902 17.91
2025-07-25 13F Allspring Global Investments Holdings, LLC 583 -98.86 254 -98.68
2025-08-13 13F B&D White Capital Company, LLC 22,871 -72.37 10,024 -67.34
2025-08-12 13F North Star Asset Management Inc 6,256 -0.62 2,743 17.48
2025-07-23 13F Country Club Bank /gfn 3,843 -2.63 1,677 14.71
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 1,890 -46.66 829 -36.94
2025-04-22 13F Mendota Financial Group, LLC 0 -100.00 0
2025-08-13 13F Berkshire Asset Management Llc/pa 0 -100.00 0
2025-05-15 13F One Wealth Capital Management, Llc 0 -100.00 0
2025-07-10 13F Anderson Hoagland & Co 74,756 -0.56 32,773 32.30
2025-08-11 13F PAX Financial Group, LLC 4,059 -43.14 1,779 -32.79
2025-08-13 13F Virtue Capital Management, LLC 0 -100.00 0
2025-08-14 13F Mairs & Power Inc 1,178 -5.61 516 11.69
2025-07-25 13F Atria Wealth Solutions, Inc. 63,486 -74.19 27,886 -69.42
2025-08-12 13F Seeds Investor Llc 12,179 -6.78 5,339 10.22
2025-07-17 13F LexAurum Advisors, LLC 1,053 -3.31 462 14.39
2025-08-18 13F Second Line Capital, LLC 1,095 -0.54 480 17.65
2025-07-22 13F Global Strategic Investment Solutions, LLC 97,426 -0.39 42,711 17.76
2025-04-25 13F Almanack Investment Partners, LLC. 0 -100.00 0 -100.00
2025-08-14 13F ICONIQ Capital, LLC 5,336 -0.24 2,339 17.95
2025-08-14 13F Staley Capital Advisers Inc 4,279 -4.04 1,876 13.43
2025-07-24 13F Stonebridge Financial Group, LLC 519 -0.95 227 17.01
2025-07-29 13F Empirical Asset Management, LLC 2,003 -0.99 878 17.07
2025-08-04 13F Noesis Capital Mangement Corp 3,308 -1.78 1,450 16.19
2025-07-22 13F Red Door Wealth Management, LLC 1,470 -0.94 644 17.09
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-07-29 13F Liberty Square Wealth Partners Llc 1,036 -5.04 454 12.38
2025-07-29 13F APCM Wealth Management for Individuals 2,231 -0.62 978 17.55
2025-08-05 13F Ellevest, Inc. 1,307 -85.62 573 -83.00
2025-08-08 13F TD Capital Management LLC 77,566 -0.60 34,005 17.51
2025-07-30 13F Berkeley Capital Partners, LLC 1,361 -0.37 597 17.79
2025-08-11 13F PFG Private Wealth Management, LLC 0 -100.00 0
2025-07-11 13F Caldwell Securities, Inc 2,782 -0.25 1,220 17.89
2025-08-15 13F Tower Research Capital LLC (TRC) 4 -94.29 2 -96.00
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0
2025-07-30 13F/A KPP Advisory Services LLC 4,578 -8.93 2,007 7.67
2025-08-14 13F Tennessee Valley Asset Management Partners 0 -100.00 0
2025-05-15 13F Squarepoint Ops LLC 0 -100.00 0
2025-08-08 13F POM Investment Strategies, LLC 0 -100.00 0
2025-05-08 13F Elios Financial Group Inc. 0 -100.00 0
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100.00 0 -100.00
2025-07-23 13F WoodTrust Financial Corp 0 -100.00 0
2025-08-14 13F FC Advisory LLC 39,047 -0.60 17,118 17.52
2025-07-10 13F Redhawk Wealth Advisors, Inc. 1,263 -7.88 554 8.86
2025-07-24 13F IFP Advisors, Inc 113,281 -29.56 49,694 -16.70
2025-08-13 13F Lumbard & Kellner, LLC 600 -38.27 263 -26.94
2025-07-31 13F Whipplewood Advisors, LLC 3,261 -48.38 1,430 20.49
2025-08-13 13F Milestone Investment Advisors LLC 42,195 -6.42 18,498 10.63
2025-08-08 13F D'Orazio & Associates, Inc. 1,011 -5.07 443 12.15
2025-08-14 13F First Commonwealth Financial Corp /pa/ 708 -68.21 310 -62.42
2025-07-24 13F West Bancorporation Inc 10,164 -2.17 4,456 15.65
2025-05-08 13F Lee-Kelleher Wealth Management 0 -100.00 0
2025-08-19 13F Advisory Services Network, LLC 66,879 -3.37 30,442 18.62
2025-07-23 13F TPG Financial Advisors, LLC 18,444 -13.95 8,086 1.72
2025-07-24 13F Von Berge Wealth Management Group, LLC 23,129 -0.31 10,345 20.22
2025-07-25 13F MOKAN Wealth Management Inc. 9,191 -29.64 4,028 -16.83
2025-08-13 13F BCJ Capital Management, LLC 37,956 -46.62 16,640 -36.89
2025-07-08 13F Dover Advisors, Llc 1,357 -1.17 595 16.70
2025-04-23 13F Baugh & Associates, LLC 0 -100.00 0
2025-07-01 13F Private Client Services, Llc 1,325 -18.26 581 -3.49
2025-08-04 13F Evergreen Wealth Management, LLC 5,444 -2.37 2,387 15.43
2025-08-06 13F Cloud Capital Management, LLC 0 -100.00 0
2025-04-21 13F PSI Advisors, LLC 0 -100.00 0
2025-08-07 13F Cumberland Advisors Inc 15,658 -0.10 6,864 18.12
2025-08-12 13F one8zero8, LLC 148 -78.58 65 -75.00
2025-08-05 13F Bank of New York Mellon Corp 1,956,214 -1.98 857,604 15.89
2025-08-05 13F Tiaa Trust, National Association 3,619,723 -0.04 1,586,883 18.18
2025-07-25 13F Meritage Portfolio Management 3,528 -0.11 1,547 18.11
2025-05-13 13F Granite Investment Partners, LLC 0 -100.00 0 -100.00
2025-07-14 13F Signature Securities Group Corporation 1,387 -4.48 609 13.01
2025-07-31 13F Hoge Financial Services, Llc 6,952 -0.63 3,048 17.46
2025-08-08 13F Condor Capital Management 141,644 -0.50 62,097 17.63
2025-08-13 13F Victory Financial Group, Llc 503 -46.55 221 -36.96
2025-07-16 13F Signature Resources Capital Management, LLC 1,020 -6.76 447 10.37
2025-07-09 13F Inspirion Wealth Advisors, Llc 130,095 -1.09 57,034 16.94
2025-08-12 13F NWF Advisory Services Inc. 32,292 -1.29 11,975 -10.82
2025-08-14 13F Kitching Partners, Llc 2,917 -3.70 1,279 13.80
2025-08-07 13F Private Advisory Group LLC 2,763 -0.90 1,211 17.23
2025-07-16 13F Blue Oak Capital, LLC 0 -100.00 0
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 968 -3.10 424 14.59
2025-05-15 13F Dark Forest Capital Management Lp 0 -100.00 0
2025-07-29 13F Sage Private Wealth Group, Llc 0 -100.00 0
2025-08-01 13F Solstein Capital, LLC 849 -71.78 372 -66.64
2025-05-15 13F Paloma Partners Management Co 0 -100.00 0 -100.00
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 6,895 -4.95 3,023 12.38
2025-07-21 13F Ameritas Advisory Services, LLC 33,395 -26.79 14,640 -17.00
2025-08-11 13F Wescott Financial Advisory Group, LLC 14,264 -13.15 6,253 2.68
2025-08-11 13F Culbertson A N & Co Inc 12,914 -0.54 5,661 17.59
2025-08-06 13F Rialto Wealth Management, LLC 1,798 -0.94 788 17.09
2025-08-12 13F Jefferies Financial Group Inc. 1,492 -50.27 654 -41.19
2025-08-14 13F Manufacturers Life Insurance Company, The 2,692 -98.74 1,180 -98.52
2025-07-30 13F Prosperity Financial Group, Inc. 1,605 -10.03 704 6.35
2025-08-12 13F Waterloo Capital, L.P. 800 -68.69 351 -63.04
2025-07-21 13F Ascent Group, LLC 24,051 -9.29 10,544 7.25
2025-08-14 13F Advisor OS, LLC 7,555 -2.39 3,312 15.40
2025-07-30 13F Brookstone Capital Management 386,221 -1.73 169,319 16.17
2025-08-12 13F NFP Retirement, Inc. 20,546 -0.66 9,007 17.45
2025-08-13 13F Aufman Associates Inc 2,130 -1.21 934 16.77
2025-07-29 13F RWQ Financial Management Services, Inc. 0 -100.00 0
2025-08-08 13F SBI Securities Co., Ltd. 15,445 -3.03 6,771 14.65
2025-09-04 13F Reynders McVeigh Capital Management, LLC 6,198 -22.21 3 0.00
2025-08-14 13F Aspen Grove Capital, LLC 7,860 -5.42 3,451 11.94
2025-08-14 13F Amussen Hunsaker Associates Llc 4,762 -3.37 2,090 14.40
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 2,730 -0.58 1,197 17.49
2025-07-29 13F DeDora Capital, Inc. 71,150 -1.55 31,192 16.40
2025-07-16 13F Castleview Partners, Llc 0 -100.00 0
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 1,051 -13.99 461 -3.77
2025-07-15 13F James J. Burns & Company, LLC 764 -4.74 335 12.79
2025-08-14 13F Monetary Management Group Inc 105 -4.55 46 15.00
2025-05-02 13F Transcendent Capital Group LLC 0 -100.00 0
2025-07-30 13F Journey Advisory Group, LLC 3,149 -4.49 1,381 12.93
2025-07-25 13F Apollon Financial, LLC 1,961 -7.85 860 9.01
2025-08-07 13F Fountainhead AM, LLC 36,222 -9.31 15,880 7.22
2025-08-14 13F Sterling Wealth Management, Inc. 3,975 -6.27 1,743 0.11
2025-08-13 13F Crescent Grove Advisors, LLC 2,130 -7.87 935 8.98
2025-07-17 13F G&S Capital LLC 3,013 -4.29 1,321 13.11
2025-07-29 13F Crux Wealth Advisors 3,932 -1.21 1,724 16.81
2025-08-14 13F Arete Wealth Advisors, LLC 35,369 -1.22 16 15.38
2025-07-11 13F Myecfo, Llc 2,218 -0.22 972 17.96
2025-05-14 13F Paces Ferry Wealth Advisors, Llc 0 -100.00 0 -100.00
2025-04-24 13F Decker Retirement Planning Inc. 0 -100.00 0
2025-07-30 13F Pacific Sun Financial Corp 1,911 -0.88 838 17.23
2025-08-12 13F Trexquant Investment LP 1,190 -12.05 522 3.99
2025-07-29 13F Aire Advisors, Llc 74,590 -1.30 32,700 16.69
2025-07-16 13F Global Wealth Management, LLC 874 -17.78 388 -1.78
2025-07-28 13F WealthPLAN Partners, LLC 762 -6.96 334 10.23
2025-07-16 13F Tru Independence Asset Management 2, Llc 0 -100.00 0
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 37,390 -0.26 16,392 18.05
2025-08-11 13F Compass Capital Corp /ma/ /adv 8,228 -8.97 3,685 15.99
2025-08-14 13F Redwood Financial Network Corp 2,461 -1.99 1,079 15.79
2025-07-24 13F McKinley Carter Wealth Services, Inc. 18,557 -0.05 8,135 18.16
2025-08-12 13F Zacks Investment Management 2,571 -13.02 1,127 2.83
2025-07-24 13F Eastern Bank 1,367 -31.44 599 -18.94
2025-08-14 13F Ieq Capital, Llc 100,281 -2.10 43,963 15.74
2025-08-14 13F Headlands Technologies LLC 157 -90.53 69 -88.93
2025-07-14 13F MY Wealth Management Inc. 571 -8.05 250 8.70
2025-08-13 13F M&t Bank Corp 99,497 -11.99 43,620 4.05
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 499,388 -1.64 218,932 16.28
2025-07-28 13F Mutual Advisors, LLC 32,618 -1.46 14,816 18.89
2025-08-14 13F Fortress Private Ledger, Llc 680 -9.81 298 6.81
2025-07-28 13F Morris Financial Concepts, Inc. 156 -3.70 68 13.33
2025-08-12 13F Sky-mountain Capital Management, Inc. 5,760 -30.62 2,625 -14.75
2025-07-09 13F Pallas Capital Advisors LLC 9,625 -2.32 4,219 15.46
2025-07-29 NP SGPKX - SGI Peak Growth Fund Class I Shares 0 -100.00 0 -100.00
2025-07-18 13F Nabity-Jensen Investment Management Inc 24,279 -1.02 10,644 17.01
2025-07-24 13F Blair William & Co/il 189,300 -1.17 82,989 16.84
2025-07-25 13F Pandora Wealth, Inc. 14,090 -0.09 6,177 18.13
2025-07-17 13F Tritonpoint Wealth, Llc 90,188 -2.02 39,584 15.97
2025-08-06 13F True Wealth Design, LLC 0 -100.00 0
2025-07-24 13F GFG Capital, LLC 1,114 -5.19 488 12.18
2025-08-15 13F Nikulski Financial, Inc. 745 -0.13 327 18.12
2025-07-29 NP EBI - Longview Advantage ETF 0 -100.00 0 -100.00
2025-08-14 13F UBS Group AG Put 0 -100.00 0 -100.00
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 -100.00 0
2025-08-19 13F Cape Investment Advisory, Inc. 1,078 -6.91 473 10.02
2025-07-22 13F Highland Capital Management, Llc 495 -13.91 217 1.88
2025-07-31 13F Cosner Financial Group, LLC 3,334 -0.60 1,463 17.62
2025-07-21 13F Tower View Investment Management & Research LLC 15,750 -12.05 6,905 3.98
2025-06-03 13F/A First National Bank Of Omaha 25,708 -1.10 9,533 17.97
2025-07-22 13F Financial Insights, Inc. 33,005 -9.18 14,469 7.37
2025-07-11 13F LongView Wealth Management 16,754 -24.45 7,345 -10.68
2025-08-07 13F Alpha Cubed Investments, LLC 3,306 -2.16 1,449 15.73
2025-07-14 13F Sterling Group Wealth Management, LLC 643 -17.77 282 -2.77
2025-07-25 13F Evolution Advisers, Inc. 67,454 -8.97 30 16.00
2025-07-17 13F Fifth Third Securities, Inc. 73,998 -1.93 32,441 15.94
2025-08-07 13F 49 Wealth Management, Llc 807 -15.14 354 0.28
2025-08-14 13F Graham Capital Management, L.P. 0 -100.00 0
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 -100.00 0
2025-07-21 13F Qrg Capital Management, Inc. 22,745 -11.25 9,971 4.94
2025-04-18 13F Wolf Group Capital Advisors 1,960 -26.40 727 -3.59
2025-07-22 13F Aspire Private Capital, LLC 46,428 -7.23 20,354 9.68
2025-08-11 13F Sprott Inc. 0 -100.00 0
2025-08-13 13F Lauer Wealth, LLC 0 -100.00 0
2025-07-22 13F Hill Island Financial Llc 17,432 -75.04 7,642 -70.49
2025-07-18 13F Vicus Capital 16,572 -3.49 7,265 14.10
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