IJR / iShares Trust - iShares Core S&P Small-Cap ETF - Pemilikan Institusi - Pembeli

iShares Trust - iShares Core S&P Small-Cap ETF
US ˙ ARCA ˙ US4642878049

Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares Core S&P Small-Cap ETF termasuk Kingstone Capital Partners Texas, LLC, Glenmede Investment Management, LP, Midwest Trust Co, Nordwand Advisors, LLC, Presper Financial Architects, LLC, SummitTX Capital, L.P., CBM Financial, LLC, Precision Wealth Strategies, LLC, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Sentinel Wealth Management, Inc., LOM Asset Management Ltd, Engineers Gate Manager LP, TT Capital Management LLC, Prairieview Wealth Partners, Llc, North Dallas Bank & Trust Co, Valpey Financial Services, LLC, Duncan Williams Asset Management, LLC, Nichols & Pratt Advisers Llp /ma, dan Providence First Trust Co .

Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium.

Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)		 Saham ΔSaham
(%)		 Nilai
Dilaporkan
($1000)		 Δ Nilai
(%)		 Peruntukan Port
(%)
2025-07-30 13F Financial Perspectives, Inc 4,832 0.50 528 5.18
2025-07-30 13F Bogart Wealth, LLC 3,969 107.37 434 116.50
2025-08-15 13F Truefg, Llc 211,389 3.96 23,103 8.65
2025-07-31 13F/A Interchange Capital Partners, LLC 14,757 3.05 1,613 7.68
2025-07-24 13F Ridgeline Wealth Planning, LLC 6,632 22.57 725 28.14
2025-07-28 13F Axxcess Wealth Management, Llc 353,432 1.31 38,627 5.89
2025-08-14 13F Vista Investment Management 42,735 0.48 4,670 5.01
2025-04-28 13F Pinnacle Financial Partners Inc 185,375 3.74 19,392 -5.82
2025-08-14 13F Valley Financial Group, Inc. 16,200 7.81 1,770 12.67
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II 75,673 4.76 8,270 9.49
2025-07-17 13F Fiduciary Advisors, Inc. 13,497 49.95 1,475 56.75
2025-08-15 13F WFA of San Diego, LLC 7,411 1.37 810 -5.38
2025-08-05 13F Smith Shellnut Wilson Llc /adv 23,094 5.66 2,524 10.42
2025-07-16 13F Bright Financial Advisors, Inc. 89,476 0.41 9,779 4.94
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II 71,382 3.77 7,801 8.45
2025-07-09 13F VisionPoint Advisory Group, LLC 4,268 47.68 466 54.30
2025-08-14 13F Citadel Advisors Llc Call 54,900 165.22 6,000 177.26
2025-08-14 13F SummitTX Capital, L.P. 61,446 6,715
2025-08-08 13F Collaborative Wealth Managment Inc. 3,713 24.97 406 30.65
2025-08-14 13F Citadel Advisors Llc Put 43,000 88.60 4,699 97.11
2025-08-13 13F North Berkeley Wealth Management, LLC 16,434 25.11 1,796 30.81
2025-03-11 13F Anchor Pointe Wealth Management, LLC 1,830 210
2025-07-28 13F Frazier Financial Advisors, LLC 147 25.64 16 33.33
2025-08-14 13F Sentinel Wealth Management, Inc. 18,039 2
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 1,286 7,464.71 141 13,900.00
2025-08-14 13F Paragon Private Wealth Management, LLC 55,253 23.96 6,039 29.54
2025-07-07 13F Greenfield Savings Bank 39,773 3.72 4,347 8.38
2025-08-04 13F Quaker Wealth Management, LLC 452 49
2025-07-22 13F Marietta Wealth Management, LLC 98,356 0.77 10,749 5.32
2025-07-23 NP IRSPX - Voya Target Retirement 2045 Fund Class I 37,269 8.54 3,927 2.32
2025-07-01 13F Park National Corp /oh/ 2,299 251
2025-05-07 13F Horan Capital Advisors, LLC. 6,133 5.81 641 -3.90
2025-07-23 13F New England Professional Planning Group Inc. 168,356 1.13 18,400 5.69
2025-08-12 13F Boston Research & Management Inc 76,184 3.17 8 14.29
2025-08-08 13F Principal Financial Group Inc 135,564 1.13 14,816 5.70
2025-08-14 13F Alliancebernstein L.p. 478,776 2.46 52,325 7.09
2025-07-09 13F Veracity Capital LLC 25,174 9.45 2,751 14.39
2025-07-15 13F Optima Capital Llc 28,400 7.35 3,104 12.18
2025-07-07 13F Versant Capital Management, Inc 1,995 22.17 218 28.24
2025-08-12 13F Summit Global Investments 2,297 0
2025-07-30 13F Canvas Wealth Advisors, LLC 89,177 7.15 10,059 25.03
2025-07-08 13F RMR Wealth Builders 240,711 6.64 26,307 11.45
2025-08-11 13F Diversified Portfolios, Inc. 25,670 11.33 2,805 16.34
2025-07-30 13F Klingenstein Fields & Co Lp 10,649 6.69 1,164 11.51
2025-07-25 13F Pathway Financial Advisors LLC 159,800 45.55 17,464 52.11
2025-08-07 13F Summit Asset Management, LLC 173,199 0.49 18,929 5.02
2025-08-11 13F Tidemark, LLC 260 15.56 28 21.74
2025-07-17 13F Montis Financial, LLC 24,641 0.93 2,693 5.49
2025-08-08 13F Carl P. Sherr & Co., LLC 37,689 3.76 4,119 8.43
2025-08-12 13F Camden National Bank 82,714 5.62 9,040 10.39
2025-07-21 13F Hudson Valley Investment Advisors Inc /adv 4,261 1.02 466 5.44
2025-07-31 13F Topsail Wealth Management, LLC 1,673 0.12 183 4.60
2025-05-02 13F Napatree Capital Llc 18,284 7.95 1,912 -2.05
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2,492,515 83.76 281,854 98.72
2025-07-17 13F Charles Schwab Trust Co 27,220 0.03 2,975 4.53
2025-07-23 NP VTUFX - Voya Target Retirement 2065 Fund Class R6 7,280 21.90 767 14.99
2025-05-13 13F Watts Gwilliam & Co., LLC 71,554 0.30 7,482 -9.08
2025-07-15 13F Avaii Wealth Management, Llc 3,274 5.92 358 10.53
2025-08-11 13F Performa Ltd (US), LLC 59,150 13.06 6,465 18.17
2025-04-22 13F Veridan Wealth LLC 17,293 11.91 1,808 0.17
2025-07-30 13F Green Square Capital Advisors Llc 7,854 6.65 858 11.43
2025-08-05 13F Alexander Randolph Advisory Inc 5,118 31.57 559 37.68
2025-08-12 13F Harbor Advisory Corp /ma/ 78,537 3.77 8,583 8.45
2025-07-10 13F Bigelow Investment Advisors, LLC 57,291 5.86 6,261 10.64
2025-08-12 13F Change Path, LLC 42,670 67.59 4,663 75.17
2025-08-13 13F Providence Capital Advisors, LLC 24,467 5.97 2,674 10.73
2025-08-05 13F Dunhill Financial, LLC 27,293 725.06 2,983 764.35
2025-07-11 13F Trust Co Of Virginia /va 10,540 0.53 1,152 5.02
2025-08-14 13F Diversify Advisory Services, LLC 17,142 33.29 1,961 51.23
2025-08-07 13F Vise Technologies, Inc. 10,050 166.79 1,098 153.00
2025-07-01 13F Kera Capital Partners, Inc. 1,887 206
2025-08-14 13F Synovus Financial Corp 578,665 3.97 63,244 8.66
2025-07-22 13F JSF Financial, LLC 18,788 2.23 2,053 6.87
2025-08-07 13F Future Fund LLC 31,894 3,486
2025-08-08 13F Advyzon Investment Management, LLC 13,204 35,586.49 1,443 48,000.00
2025-08-14 13F Money Concepts Capital Corp 127,211 9.90 13,903 14.85
2025-05-13 13F CacheTech Inc. 4,543 9.29 475 -0.63
2025-08-14 13F Port Capital LLC 9,929 0.04 1,085 4.53
2025-08-06 13F Valued Wealth Advisors LLC 1,919 0.63 210 5.03
2025-08-08 13F Capstone Financial Advisors, Inc. 4,437 55.96 485 62.96
2025-07-08 13F Twele Capital Management, Inc. 170,180 0.65 18,599 5.19
2025-08-12 13F Planning Alternatives Ltd /adv 345,199 3.62 37,727 8.30
2025-08-04 13F Spinnaker Trust 37,342 0.52 4,081 5.07
2025-08-08 13F Ironwood Investment Counsel, LLC 3,922 0.20 429 4.65
2025-05-23 NP Simplify Exchange Traded Funds - Simplify US Small Cap PLUS Income ETF 23,346 21.09 2,441 9.91
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 68,408 39.47 7,476 45.76
2025-07-18 13F Ewa, Llc 40,868 10.56 4,466 15.55
2025-07-23 NP IRSQX - Voya Target Retirement 2050 Fund Class I 28,639 10.46 3,018 4.11
2025-07-22 13F Old National Bancorp /in/ 99,281 99.22 10,850 108.21
2025-08-14 13F Comerica Bank 1,122,636 1.02 122,693 5.58
2025-08-12 13F LPL Financial LLC 16,264,673 2.31 1,777,566 6.93
2025-08-14 13F Gotham Asset Management, LLC 97,503 0.30 10,656 4.83
2025-08-14 13F Clarity Asset Management, Inc. 271 9.27 30 16.00
2025-07-18 13F Community Bank & Trust, Waco, Texas 2,486 10.83 0
2025-08-08 13F Stephenson & Company, Inc. 55,725 5.91 6,090 10.69
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II 11,008 5.14 1,203 9.96
2025-08-14 13F DRW Securities, LLC 3,076 336
2025-08-13 13F Johnson Financial Group, Inc. 58,508 42.54 6,394 48.97
2025-07-17 13F Park Place Capital Corp 28,053 40.20 3,113 48.76
2025-08-12 13F Cornerstone Wealth Management, LLC 26,586 0.27 2,906 4.80
2025-08-14 13F McIlrath & Eck, LLC 5,806 0.33 634 4.79
2025-07-08 13F Hickory Point Bank & Trust 2,508 8.20 274 13.22
2025-08-12 13F JMG Financial Group, Ltd. 26,831 0.29 2,932 4.83
2025-08-13 13F Summit Financial, LLC 86,953 46.70 9,503 53.35
2025-08-27 13F/A Squarepoint Ops LLC 281,665 13.17 30,783 18.28
2025-08-12 13F Titleist Asset Management, Llc 124,419 18.02 13,598 23.35
2025-08-14 13F Icon Wealth Advisors, LLC 920 100
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II 116,631 6.45 12,747 11.25
2025-07-29 13F Madison Wealth Partners, Inc 245,107 13.63 26,788 18.76
2025-07-18 13F Pure Financial Advisors, Inc. 163,073 489.84 17,822 516.46
2025-07-14 13F Park Avenue Securities Llc 129,824 14
2025-07-21 13F Monticello Wealth Management, Llc 51,474 0.19 5,626 4.71
2025-08-06 13F Long Run Wealth Advisors, LLC 98,987 1.66 10,818 6.25
2025-07-17 13F HCR Wealth Advisors 418,776 2.29 45,768 6.90
2025-08-11 13F Empowered Funds, LLC 9,960 1,089
2025-07-18 13F Founders Capital Management 238 0.42 26 8.33
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 98,993 53.60 10,819 60.53
2025-06-17 NP MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A 5,991 15.95 600 -1.96
2025-07-15 13F Alpha Omega Wealth Management LLC 9,818 0.27 1,073 4.79
2025-08-06 13F DDFG, Inc 2,399 0.25 262 4.80
2025-08-08 13F CWS Financial Advisors, LLC 173,951 1.34 19,011 5.92
2025-07-10 13F Triangle Securities Wealth Management 64,436 1.41 7,042 5.99
2025-07-22 13F Duncan Williams Asset Management, LLC 11,187 1,223
2025-07-28 13F IFC Advisors LLC 10,295 8.54 1,125 13.52
2025-07-10 13F Park Capital Management, LLC / WI 58,620 2.48 6,407 7.11
2025-07-30 13F Clune & Associates, Ltd. 50,112 21.45 5,477 26.94
2025-08-13 13F Northwestern Mutual Wealth Management Co 41,302,922 5.77 4,513,996 10.54
2025-07-30 13F Insight Advisors, LLC/ PA 7,607 7.60 831 12.45
2025-08-14 13F Quantinno Capital Management LP 39,492 3.46 4,316 8.14
2025-07-30 13F Drive Wealth Management, Llc 42,810 7.12 4,679 11.97
2025-07-03 13F Whitcomb & Hess, Inc. 154,763 2.31 16,914 6.93
2025-07-24 13F Brandywine Oak Private Wealth Llc 5,280 0.17 577 4.72
2025-08-07 13F Meeder Advisory Services, Inc. 33,130 4.14 3,621 8.84
2025-08-12 13F Vickerman Investment Advisors, Inc. 32,822 3.49 3,587 8.17
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 55,334 7.98 6,047 12.86
2025-08-14 13F Headlands Technologies LLC 1,466 581.86 160 627.27
2025-07-23 13F LifeSteps Financial, Inc. 3,870 0.65 423 4.98
2025-07-22 13F Inlight Wealth Management, LLC 134,894 9.34 11,891 16.88
2025-08-01 13F New York Life Investment Management Llc 359,820 1.51 39,325 6.09
2025-07-17 13F Nova R Wealth, Inc. 14,955 12.16 1,634 17.22
2025-07-17 13F Smith Chas P & Associates Pa Cpas 80,706 0.57 8,820 5.11
2025-07-18 13F Victrix Investment Advisors 7,593 0.13 830 4.67
2025-07-18 13F Alley Investment Management Company, LLC 71,912 0.14 7,859 4.66
2025-07-17 13F Sfm, Llc 6,090 16.02 666 21.35
2025-03-28 NP SECT - Main Sector Rotation ETF 812,470 194.26 96,229 205.94
2025-07-08 13F Nbc Securities, Inc. 31,726 17.01 3 50.00
2025-08-14 13F Catalyst Financial Partners Llc 263,882 2.62 28,840 7.25
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II 34,212 4.91 3,739 9.65
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 2,803 34.37 293 22.08
2025-08-12 13F Palisades Hudson Asset Management, L.P. 98,945 0.02 11 0.00
2025-07-14 13F Lakeshore Financial Planning, Inc. 36,078 0.51 3,943 5.04
2025-08-15 13F CI Private Wealth, LLC 1,104,114 3.78 120,566 8.37
2025-07-17 13F City Holding Co 49,403 2.75 5,399 7.40
2025-07-21 13F Fortis Capital Advisors, LLC 100,137 5.39 10,944 10.14
2025-08-11 13F Nordwand Advisors, LLC 119,590 13,070
2025-08-14 13F MGB Wealth Management, LLC 1,630 18.12 178 23.61
2025-07-23 13F Eagle Strategies LLC 13,110 1.49 1,433 6.07
2025-07-29 13F Private Trust Co Na 46,722 1.01 5,106 5.58
2025-08-13 13F Garner Asset Management Corp 3,721 0.24 407 4.64
2025-07-16 13F Encompass Wealth Advisors, Llc 141,815 4.07 15,499 8.77
2025-08-01 13F Facet Wealth, Inc. 2,774 3.62 306 11.72
2025-07-30 13F Princeton Global Asset Management LLC 12,208 29.76 1,334 35.71
2025-08-12 13F Soundwatch Capital LLC 10,444 265.43 2,528 747.99
2025-08-08 13F Foundations Investment Advisors, LLC 43,880 80.25 4,796 88.41
2025-08-14 13F Mpwm Advisory Solutions, Llc 511 16.14 56 22.22
2025-07-09 13F Pines Wealth Management, LLC 21,027 3.44 2,378 29.18
2025-07-23 NP IRSVX - Voya Target Retirement 2055 Fund Class I 38,741 9.55 4,082 3.26
2025-06-17 NP MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A 23,021 8.58 2,305 -8.20
2025-08-01 13F Planning Directions Inc 52,289 6.25 5,715 11.04
2025-07-08 13F FF Advisors,LLC 2,627 21.23 287 30.45
2025-07-25 13F Index Fund Advisors, Inc. 10,315 0.53 1,127 5.13
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 13,966 0.01 1,526 4.52
2025-08-12 13F Nemes Rush Group LLC 674 9.59 74 14.06
2025-07-17 13F Neumann Capital Management, LLC 118,642 0.22 12,966 4.74
2025-05-07 13F Magnolia Wealth Management, LLC 76,474 3.26 7,997 -6.29
2025-08-12 13F Meridian Wealth Advisors, LLC 5,754 0.17 629 4.67
2025-07-23 13F REAP Financial Group, LLC 605 8.23 66 13.79
2025-07-11 13F Diversified Trust Co 37,414 35.93 4,089 42.04
2025-07-11 13F First PREMIER Bank 4,098 2.12 0
2025-07-31 13F BIP Wealth, LLC 7,743 0.91 846 5.49
2025-07-18 13F Brookmont Capital Management 7,634 0.37 834 4.91
2025-07-10 13F Uptown Financial Advisors LLC 69,809 5.24 7,629 9.99
2025-08-12 13F Calton & Associates, Inc. 6,207 678
2025-08-14 13F Wilkins Miller Wealth Management, LLC 10,311 66.66 1,127 74.03
2025-07-01 13F Burkett Financial Services, Llc 78,564 12.77 8,586 17.86
2025-07-15 13F Eaton Financial Holdings Company, LLC 13,795 393.03 1,508 416.10
2025-07-25 13F Kellett Schaffner Wealth Advisors LLC 13,366 1.77 1,461 6.34
2025-07-09 13F Hardin Capital Partners, LLC 11,455 14.85 1,271 21.98
2025-08-04 13F Jim Saulnier & Associates, Llc 1,882 206
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 109,378 2.67 11,954 7.30
2025-08-12 13F New Republic Capital, LLC 15,364 2.47 1,679 7.15
2025-08-05 13F Peregrine Asset Advisers, Inc. 2,632 1.04 288 5.51
2025-08-05 13F Sensible Money, LLC 7,314 0.01 799 4.58
2025-08-14 13F Parallax Volatility Advisers, L.P. 6,539 715
2025-08-14 13F Parallax Volatility Advisers, L.P. Put 112,200 12,262
2025-07-21 13F Capital Planning LLC 30,204 5.09 3,301 9.82
2025-08-14 13F Smartleaf Asset Management LLC 21,893 4.57 2,397 10.11
2025-07-18 13F PBMares Wealth Management LLC 10,230 3.86 1,118 8.54
2025-05-12 13F Sandy Spring Bank 694,813 2.93 72,657 -6.58
2025-07-29 13F Goldstein Advisors, LLC 15,061 2.66 1,646 7.30
2025-07-25 13F St. Louis Trust Co 561,043 0.30 61,316 4.83
2025-07-25 13F Endowment Wealth Management, Inc. 21,435 20.91 2,343 26.39
2025-08-04 13F Econ Financial Services Corp 108,200 2.51 11,825 7.14
2025-08-14 13F Ancora Advisors, LLC 125,468 2.79 13,712 7.43
2025-07-15 13F Armis Advisers, LLC 17,253 39.89 1,939 54.42
2025-07-30 NP OVS - Overlay Shares Small Cap Equity ETF 118,428 5.77 12,479 -0.31
2025-08-13 13F Capital Group Private Client Services, Inc. 94,172 6.14 10,292 10.94
2025-08-13 13F PACK Private Wealth, LLC 105,771 10.57 11,560 15.56
2025-07-29 13F Financial Advisors, LLC 523,889 3.00 57,256 7.65
2025-08-04 13F Flagship Harbor Advisors, Llc 76,322 31.16 8,341 37.07
2025-08-05 13F LTG Capital LLC 134,269 0.65 14,674 5.20
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 293,261 2.31 32,050 6.93
2025-07-23 13F Nbt Bank N A /ny 15,556 2.92 1,700 7.59
2025-08-14 13F TCG Advisory Services, LLC 22,479 0.21 2,457 4.73
2025-07-18 13F RKL Wealth Management LLC 416,197 2.26 45,486 6.88
2025-08-11 13F Bradley Foster & Sargent Inc/ct 25,562 241.28 2,794 256.70
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 148,270 5.45 16,204 10.22
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 288,199 1.73 31,497 6.32
2025-07-15 13F Cranbrook Wealth Management, LLC 111,580 6.62 12,195 11.43
2025-07-21 13F Compass Planning Associates Inc 2,103 23.49 230 28.65
2025-08-05 13F Nichols & Pratt Advisers Llp /ma 9,280 1,015
2025-08-11 13F Hopwood Financial Services, Inc. 55,540 2.98 6,070 7.63
2025-07-18 13F United Bank 398,159 0.68 43,515 5.22
2025-08-13 13F ESL Trust Services, LLC 219,438 9.45 23,982 14.40
2025-07-16 13F Rebalance, Llc 416,712 9.42 45,542 14.36
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 54,818 12.64 5,991 17.72
2025-08-14 13F Beaird Harris Wealth Management, LLC 1,112 74.29 121 83.33
2025-08-18 13F Old North State Trust, LLC 12,484 11.58 1 0.00
2025-08-08 13F/A Sterling Capital Management LLC 5,990 2.87 655 7.57
2025-07-09 13F Gilman Hill Asset Management, LLC 7,330 31.57 801 37.63
2025-07-29 13F Regions Financial Corp 3,798,876 5.56 415,179 10.33
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 2,060 225
2025-08-06 13F SJA Financial Advisory, LLC 10,027 1.03 1,096 5.59
2025-07-10 13F Atticus Wealth Management, Llc 25,970 12.75 2,838 17.86
2025-07-08 13F First National Corp /ma/ /adv 17,354 8.93 1,897 13.87
2025-07-15 13F Santori & Peters, Inc. 23,234 2.00 2,539 6.64
2025-07-07 13F Wesbanco Bank Inc 36,694 12.47 4,010 17.56
2025-07-16 13F Cove Private Wealth, LLC 4,365 18.45 477 23.90
2025-08-07 13F Clarity Wealth Advisors, LLC 3,090 0.98 338 5.64
2025-07-18 13F Wiser Wealth Management, Inc 27,778 13.79 3,036 18.93
2025-08-14 13F Camarda Financial Advisors, LLC 6,993 36.53 764 42.80
2025-07-18 13F Loudon Investment Management, LLC 5,010 2.04 548 6.63
2025-07-25 13F Sovereign Financial Group, Inc. 11,099 9.08 1,213 14.02
2025-07-16 13F Kooman & Associates 4,255 1.62 465 6.41
2025-07-21 13F Intrinsic Value Partners, LLC 14,006 31.81 1,531 37.71
2025-08-05 13F Integrity Wealth Solutions LLC 2,181 0.83 238 5.31
2025-07-29 13F Accretive Wealth Partners, LLC 58,867 1.42 6,434 9.03
2025-07-21 13F Sageworth Trust Co of South Dakota 8,203 8.51 897 13.42
2025-08-13 13F Elgethun Capital Management 3,598 0.08 393 4.80
2025-07-18 13F TPG Advisors LLC 26,109 0.03 2,853 4.54
2025-07-25 13F Transcendent Capital Group LLC 34,072 1.25 3,724 5.83
2025-08-08 13F Gts Securities Llc 283,015 30,931
2025-07-23 13F Trueblood Wealth Management, LLC 5,635 8.89 616 13.68
2025-07-28 13F IFG Advisors, LLC 347,221 18.93 37,948 24.29
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 101,455 2.06 11,088 6.67
2025-08-13 13F Elios Financial Group Inc. 5,934 0.05 648 4.52
2025-07-15 13F World Equity Group, Inc. 18,900 0.20 2,066 4.35
2025-08-12 13F YANKCOM Partnership 27,071 2.12 2,959 6.75
2025-08-13 13F Mackenzie Financial Corp 162,410 0.63 17,750 5.17
2025-07-24 13F Columbia Advisory Partners Llc 3,536 386
2025-08-11 13F Strategic Equity Management 3,261 5.91 356 10.90
2025-07-25 13F Sequoia Financial Advisors, LLC 1,028,123 8.28 112,364 13.17
2025-07-11 13F Afg Fiduciary Services Limited Partnership 47,613 8.73 5,283 22.41
2025-08-14 13F Peak Asset Management, LLC 13,940 1.46 1,524 6.06
2025-08-06 13F Vestmark Advisory Solutions, Inc. 3,718 21.50 406 27.27
2025-07-23 NP IRSOX - Voya Target Retirement 2040 Fund Class I 23,199 9.56 2,444 3.25
2025-07-15 13F BostonPremier Wealth LLC 70,298 1.17 7,683 5.74
2025-08-14 13F Aristotle Capital Boston, LLC 67,561 49.29 7,384 56.02
2025-08-04 13F 4wealth Advisors, Inc. 2,162 236
2025-08-06 13F Kcm Investment Advisors Llc 4,023 10.04 440 14.92
2025-07-16 13F Plancorp, LLC 20,827 0.23 2,276 4.74
2025-08-14 13F Family Office Research LLC 20,254 4.15 2,214 8.85
2025-08-05 13F Welch & Forbes Llc 129,280 31.32 14,129 37.25
2025-08-13 13F Wellspring Financial Advisors, LLC 517,145 0.31 16,843 8.01
2025-08-13 13F Fortress Financial Solutions, LLC 25,501 3.08 2,787 7.69
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Domestic ETF 6,301 48.33 689 40.70
2025-06-23 NP AOK - iShares Core Conservative Allocation ETF This fund is a listed as child fund of BlackRock 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 26,410 3.99 2,644 -12.07
2025-07-09 13F Seaside Wealth Management, Inc. 5,157 564
2025-08-12 13F SlateStone Wealth, LLC 45,845 0.73 5 25.00
2025-08-14 13F Moneta Group Investment Advisors Llc 1,461,545 1.69 159,732 6.28
2025-08-01 13F SYM FINANCIAL Corp 1,133 94.01 124 101.64
2025-07-16 13F Cambridge Advisors Inc. 13,692 0.24 1,496 4.76
2025-07-25 13F Stephens Consulting, LLC 1,092 95.35 119 105.17
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 19,132 1.68 2,091 6.25
2025-07-21 13F HighMark Wealth Management LLC 86,738 1.72 9,477 6.28
2025-07-29 13F Calamos Wealth Management LLC 530,638 2.40 57,993 7.02
2025-07-11 13F Kaydan Wealth Management, Inc. 3,317 31.73 363 37.64
2025-08-13 13F Cary Street Partners Financial Llc 147,887 9.71 16,163 14.66
2025-07-15 13F Norden Group Llc 2,924 1.81 320 6.33
2025-07-25 13F McNamara Financial Services, Inc. 50,456 12.22 5,514 17.29
2025-07-14 13F Steigerwald, Gordon & Koch Inc. 27,931 2.38 3,053 7.01
2025-08-04 13F Bristlecone Advisors, LLC 155,274 1.91 16,970 6.51
2025-07-09 13F Massmutual Trust Co Fsb/adv 287,210 7.33 31,389 12.18
2025-07-29 13F Quotient Wealth Partners, LLC 548,113 3.11 59,903 7.76
2025-08-13 13F Russell Investments Group, Ltd. 7,897 8.68 863 13.70
2025-08-05 13F Tufton Capital Management 7,846 0.62 1 -100.00
2025-08-08 13F MTM Investment Management, LLC 965 0.10 105 3.96
2025-07-15 13F Retirement Guys Formula Llc 14,760 4.26 1,610 8.86
2025-07-11 13F Compass Ion Advisors, LLC 11,520 0.35 1,259 4.92
2025-08-01 13F Milestone Asset Management Group, LLC 3,700 23.66 404 29.49
2025-08-07 13F Fund Evaluation Group, LLC 3,010 0.10 329 4.46
2025-07-28 13F Nestegg Advisors, Inc. 104,430 0.46 11,413 5.01
2025-07-23 13F Prasad Wealth Partners, LLC 3,183 0.35 348 4.83
2025-07-24 13F Ronald Blue Trust, Inc. 11,153 7.00 1,219 11.85
2025-07-08 13F Heartwood Wealth Advisors LLC 24,536 13.91 2,682 19.05
2025-07-02 13F InvesTrust 5,611 4.27 613 9.07
2025-08-12 13F Gladstone Institutional Advisory LLC 189,832 1.82 20,747 6.41
2025-07-23 13F Roundview Capital LLC 9,440 6.84 1,032 11.70
2025-07-23 13F Bellevue Asset Management, Llc 401 0.25 44 4.88
2025-07-07 13F Rf&l Wealth Management, Llc 7,119 104.33 778 113.74
2025-08-05 13F Counterweight Ventures, LLC 59,818 2.29 6,538 6.90
2025-08-08 13F Union Savings Bank 26,892 2.63 2,966 8.25
2025-07-14 13F Lee-Kelleher Wealth Management 36,166 5.85 3,953 10.64
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A 333,996 43.07 36,502 49.53
2025-07-28 13F Ritholtz Wealth Management 141,729 242.93 15,490 258.46
2025-08-18 13F Finward Bancorp 8,490 8.73 928 13.60
2025-07-25 13F Muirfield Wealth Advisors Llc 54,589 8.30 5,966 13.19
2025-08-14 13F Ameriprise Financial Inc 5,507,552 2.09 601,837 6.82
2025-08-06 13F TKG Advisors, LLC 63,570 7.24 6,948 12.08
2025-04-11 13F LPF Advisors LLC 21,089 12.93 2,205 2.51
2025-08-29 13F Evolution Wealth Management Inc. 62 7
2025-08-14 13F Colony Group, LLC 935,578 6.09 102,249 10.88
2025-07-14 13F Sweeney & Michel, Llc 7,924 1.94 894 27.03
2025-08-12 13F Landing Point Financial Group, LLC 9,726 2.43 1,063 7.06
2025-07-15 13F Bfsg, Llc 2,979 2.76 326 7.26
2025-08-12 13F Wealth Dimensions Group, Ltd. 9,884 3.05 1,080 7.78
2025-08-14 13F Tudor Investment Corp Et Al 3,462 378
2025-07-25 13F M.e. Allison & Co., Inc. 6,942 1.98 759 6.61
2025-07-02 13F Jacobs & Co/ca 1,836 0
2025-05-14 13F Keeley-Teton Advisors, LLC 4,426 4.73 463 -4.94
2025-08-05 13F Astra Wealth Partners LLC 19,150 8.85 2,093 13.76
2025-08-12 13F Ameritas Investment Partners, Inc. 42,922 1.15 4,691 5.70
2025-07-31 13F Trademark Financial Management, LLC 3,221 0.44 352 4.78
2025-07-10 13F Financial Management Network Inc 181,803 8.66 20,558 31.65
2025-08-06 13F HORAN Wealth, LLC 6,283 687
2025-08-08 13F Omega Financial Group, LLC 122,085 3.70 13,343 8.37
2025-08-14 13F State Street Corp 865,925 61.26 94,637 68.54
2025-07-10 13F Rockland Trust Co 11,411 0.40 1,247 4.97
2025-08-08 13F First Western Trust Bank 32,045 0.18 3,502 4.72
2025-07-22 13F Confluence Wealth Services, Inc. 7,011 17.05 766 30.72
2025-08-19 13F Marex Group plc 6,110 668
2025-08-12 13F MAI Capital Management 2,026,145 1.77 221,437 6.36
2025-08-13 13F Alerus Financial Na 3,813 0.42 417 4.79
2025-08-14 13F Manufacturers Life Insurance Company, The 142,111 8.76 15,531 13.67
2025-07-29 13F Stanley-Laman Group, Ltd. 2,392 9.93 261 14.98
2025-08-13 13F Okabena Investment Services Inc 96,542 3.46 10,551 8.14
2025-08-14 13F Hilltop Holdings Inc. 37,257 4.94 4,072 9.67
2025-07-14 13F Abound Wealth Management 387,319 3.51 42,330 8.18
2025-04-10 13F Bremer Bank National Association 51,036 6.96 5,337 -2.93
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A 531,929 75.26 58,135 83.17
2025-05-13 13F Adams Wealth Management 4,543 9.29 475 -0.63
2025-08-14 13F Atomi Financial Group, Inc. 38,121 37.68 4,166 43.90
2025-08-08 13F Calamos Advisors LLC 24,180 7.18 2,643 12.00
2025-08-12 13F OneAscent Financial Services LLC 2,438 0
2025-07-23 13F Steel Peak Wealth Management LLC 6,026 0.89 659 5.45
2025-08-13 13F GM Advisory Group, Inc. 3,974 25.68 434 31.52
2025-08-04 13F Mayflower Financial Advisors, LLC 54,164 0.91 5,920 5.47
2025-07-29 13F Tradewinds Capital Management, LLC 170 36.00 19 38.46
2025-08-07 13F Verus Capital Partners, Llc 161,770 7.34 17,680 12.18
2025-07-30 NP ENDW - Cambria Endowment Style ETF 1,318 139
2025-07-30 13F Caliber Wealth Management, LLC / KS 159,520 235.70 17,434 250.91
2025-07-31 13F 3EDGE Asset Management, LP 3,302 361
2025-07-15 13F Beacon Investment Advisory Services, Inc. 842,155 1.59 92,039 6.18
2025-08-01 13F Bank of Jackson Hole Trust 14,449 8.75 1,579 6.33
2025-07-16 13F Stephenson National Bank & Trust 18,294 7.02 1,999 11.86
2025-05-01 13F Lane & Associates LLC 15,362 5.16 1,606 -7.17
2025-07-28 13F Courier Capital Llc 157,245 5.06 17,185 9.80
2025-07-17 13F LVW Advisors, LLC 111,682 23.22 12,206 28.77
2025-07-10 13F Voisard Asset Management Group, Inc. 2,287 1.64 250 5.96
2025-08-04 13F Coign Capital Advisors LLC 47,738 12.25 5,217 17.32
2025-08-08 13F Atlantic Trust, LLC 2,627 21.23 287 26.99
2025-08-05 13F Aviance Capital Partners, LLC 9,340 0.26 1,021 4.72
2025-07-23 13F Next Level Wealth Planning, LLC 88,662 13.13 9,690 18.23
2025-07-21 13F F&V Capital Management, LLC 3,770 1.34 0
2025-08-14 13F Camden Capital, LLC 72,718 0.43 7,947 4.97
2025-07-29 13F Parthenon Llc 52,007 1.34 5,684 5.91
2025-08-12 13F Jacobi Capital Management LLC 27,479 6.43 3,003 11.26
2025-08-11 13F Birchbrook, Inc. 35,643 2.48 3,895 7.09
2025-08-06 13F Founders Financial Securities Llc 237,618 9.20 25,969 19.12
2025-08-12 13F J.w. Cole Advisors, Inc. 77,601 49.51 8,481 56.27
2025-08-06 13F Destiny Capital Corp/CO 10,017 18.64 1,095 24.04
2025-06-25 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 230,735 49.31 23,103 26.23
2025-07-22 13F Gemmer Asset Management LLC 6,626 11.16 724 16.21
2025-04-15 13F Members Wealth Llc 2,744 13.53 287 2.51
2025-07-17 13F Campion Asset Management LLC 39,006 4.67 4,263 9.39
2025-07-25 13F Verdence Capital Advisors LLC 15,977 1.53 1,746 6.14
2025-07-25 13F Lodestar Private Asset Management Llc 138,701 1.42 15,159 6.00
2025-07-28 13F Td Asset Management Inc 50,208 3.11 5,487 7.78
2025-08-14 13F Hancock Whitney Corp 252,982 13.60 27,648 18.72
2025-07-24 13F Coordinated Financial Services, Inc. 9,615 4.49 1,051 -0.94
2025-07-15 13F Axis Wealth Partners, LLC 10,481 9.36 1,145 14.27
2025-08-12 13F Tableaux Llc 20,012 511.05 1,000 192.40
2025-05-12 13F Cahill Wealth Management, LLC 95,897 2.33 10,028 -7.13
2025-08-08 13F/A Prospect Financial Services LLC 8,340 0.17 911 4.71
2025-07-25 13F Welch Group, LLC 1,840 201
2025-07-23 13F Colony Family Offices, LLC 347,393 14.11 37,967 19.26
2025-08-11 13F TD Waterhouse Canada Inc. 59,839 10.21 6,637 15.67
2025-08-07 13F Nicollet Investment Management, Inc. 1,885 0
2025-07-22 13F MBL Wealth, LLC 251,359 3.02 27,471 7.67
2025-08-14 13F Sentinus, LLC 22,534 44.64 2,463 51.14
2025-08-14 13F/A Perritt Capital Management Inc 6,728 0.37 735 4.85
2025-07-15 13F Colonial River Wealth Management, LLC 2,407 5.62 275 15.13
2025-07-08 13F Atwood & Palmer Inc 1,498 11.96 164 17.27
2025-08-15 13F Urban Financial Advisory Corp 37,362 2.61 4,083 7.25
2025-07-16 13F RWM Asset Management, LLC 11,458 1,252
2025-07-18 13F McGuire Investment Group, LLC 107,425 3.25 11,740 7.91
2025-08-04 13F Savvy Advisors, Inc. 38,276 12.32 4,183 17.40
2025-07-25 13F Ccg Wealth Management, Llc 80,704 7.26 8,820 12.11
2025-07-08 13F Ballew Advisors, Inc 55,210 3.07 6,243 22.17
2025-07-16 13F ORG Partners LLC 9,108 9.48 1,002 15.17
2025-07-16 13F TCI Wealth Advisors, Inc. 110,526 2,914.07 12,079 3,053.79
2025-08-06 13F Sage Advisory Services, Ltd.Co. 31,691 6.89 3,464 11.74
2025-07-25 13F LRI Investments, LLC 711 0.14 78 4.05
2025-07-11 13F Farther Finance Advisors, LLC 479,548 75.91 52,410 83.45
2025-08-13 13F Balance Wealth, LLC 6,992 0.47 764 5.09
2025-06-23 NP AOA - iShares Core Aggressive Allocation ETF This fund is a listed as child fund of BlackRock 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 242,315 2.51 24,263 -13.34
2025-08-05 13F Mma Asset Management Llc 7,286 8.94 796 13.88
2025-07-29 13F Alaska Permanent Capital Management 489,524 11.75 53,509 16.79
2025-08-15 13F Fsb Premier Wealth Management, Inc. 2,099 229
2025-07-17 13F Wolff Wiese Magana Llc 35,326 0.79 3,861 5.32
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 628,393 27.37 68,604 34.00
2025-07-29 13F LMG Wealth Partners, LLC 2,761 1.02 302 5.61
2025-07-10 13F Secure Asset Management, LLC 21,927 4.37 2,396 9.11
2025-08-12 13F Pathstone Holdings, LLC 2,685,764 9.89 283,411 10.89
2025-07-16 13F Perigon Wealth Management, LLC 192,958 1.18 21,088 5.75
2025-07-30 13F Syntegra Private Wealth Group, LLC 2,273 248
2025-04-15 13F Collier Financial 648 14.89 68 4.69
2025-08-01 13F PCA Investment Advisory Services Inc. 30,461 6.10 3,329 10.89
2025-08-14 13F Graney & King, LLC 409 2.76 45 7.32
2025-08-07 13F New England Private Wealth Advisors LLC 3,151 62.42 352 73.76
2025-07-29 13F Swmg, Llc 12,828 88.12 1,447 112.79
2025-08-08 13F Starr Indemnity & Liability Co 320,950 35,077
2025-07-10 13F YHB Investment Advisors, Inc. 206,772 0.09 22,598 4.61
2025-08-14 13F Granite FO LLC 28,035 13.36 3,064 18.45
2025-08-01 13F Providence First Trust Co 7,641 835
2025-08-06 13F Nicholas Hoffman & Company, LLC. 2,178 0.74 238 5.31
2025-07-23 13F Tectonic Advisors Llc 77,321 6.99 8,450 11.83
2025-08-13 13F Gamco Investors, Inc. Et Al 4,513 493
2025-08-13 13F Denver Wealth Management, Inc. 2,689 2.79 294 7.33
2025-07-16 13F PFS Partners, LLC 87 1.16 9 0.00
2025-08-08 13F Oak Harvest Investment Services 1,892 207
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 80 1.27 9 0.00
2025-07-16 13F Tru Independence Asset Management 2, Llc 7,146 5.65 781 8.64
2025-07-30 13F Wbh Advisory Inc 36,928 4.74 4,036 9.47
2025-08-12 13F Global Retirement Partners, LLC 404,890 26.07 44,250 19.58
2025-08-04 13F Family Wealth Group, LLC 4,617 505
2025-07-25 13F Johnson Investment Counsel Inc 378,398 10.43 41,355 15.41
2025-08-05 13F Crestwood Advisors Group LLC 107,494 8.00 11,748 12.87
2025-07-16 13F Northern Oak Wealth Management Inc 11,240 0.26 1,228 4.78
2025-08-05 13F Magnolia Capital Advisors Llc 34,992 29.41 3,824 35.27
2025-08-06 13F Atlantic Union Bankshares Corp 889,517 7,143.62 97,215 7,471.26
2025-08-14 13F Transamerica Financial Advisors, Inc. 157,544 1.08 17,218 107,506.25
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3,553 2.51 389 7.18
2025-07-22 13F Plimoth Trust Co Llc 11,805 1.92 1,290 6.52
2025-07-25 13F Wealth Architects, LLC 487,616 3.70 53,292 8.38
2025-07-29 13F Harbor Asset Planning, Inc. 3,127 342
2025-07-24 13F KFA Private Wealth Group, LLC 90,597 0.60 9,901 5.15
2025-08-11 13F Arrow Financial Corp 384,477 0.14 42,019 4.66
2025-08-05 13F Texas Bank & Trust Co 8,669 1.43 947 6.05
2025-08-14 13F Voya Financial Advisors, Inc. 359,749 7.24 39,389 12.89
2025-08-13 13F Stablepoint Partners, LLC 1,969 0.66 215 5.39
2025-08-14 13F Vista Capital Partners, Inc. 5,862 18.28 641 23.55
2025-07-24 13F WMG Financial Advisors, LLC 4,871 1.29 532 5.98
2025-07-24 13F Thompson Investment Management, Inc. 7,013 5.22 766 10.06
2025-08-06 13F Quadrant Private Wealth Management, LLC 12,244 11.49 1,338 16.55
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 31,894 3,486
2025-07-09 13F Thrive Wealth Management, LLC 15,068 13.11 1,647 18.16
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1,606 184
2025-07-24 13F Callan Family Office, LLC 76,304 14.05 8,339 19.20
2025-08-07 13F Cascade Financial Partners, LLC 3,851 3.61 421 8.25
2025-07-29 13F Stratos Wealth Advisors, LLC 29,079 1.18 3,178 5.76
2025-08-11 13F GW&K Investment Management, LLC 13,889 16.08 2 0.00
2025-08-07 13F Gryphon Financial Partners LLC 27,357 6.84 2,990 11.65
2025-07-23 13F Independent Solutions Wealth Management, LLC 47,785 1.42 5,219 5.95
2025-05-14 13F Summit Financial Wealth Advisors, LLC 156,416 0.07 16,356 -10.46
2025-07-18 13F Warren Street Wealth Advisors, LLC 2,746 300
2025-08-13 13F F/M Investments LLC 79,080 7.94 8,643 12.82
2025-07-31 13F SoundView Advisors Inc. 86,117 3.08 9 12.50
2025-08-06 13F Legacy Investment Solutions, LLC 1,323 1,596.15 145 1,500.00
2025-07-08 13F Goldstone Financial Group, LLC 26,062 10.03 2,947 19.02
2025-08-11 13F Covestor Ltd 265 92.03 0
2025-07-29 13F Angeles Wealth Management, Llc 6,684 347.09 730 367.95
2025-07-09 13F Parkside Advisors LLC 2,905 9.05 317 14.03
2025-07-29 13F Morgan Dempsey Capital Management Llc 162 18
2025-07-22 13F Cedar Mountain Advisors, LLC 223,686 1.67 24,447 6.26
2025-08-04 13F Municipal Employees' Retirement System of Michigan 24,129 16.36 3 0.00
2025-07-09 13F LifePlan Financial, LLC 1,948 213
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 638 70
2025-08-08 13F Mjp Associates Inc /adv 2,305 12.49 252 17.29
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 178,339 3.06 19,491 7.71
2025-08-05 13F NewSquare Capital LLC 154,560 2.23 16,530 6.89
2025-08-13 13F Brown Advisory Inc 907,424 17.14 99,172 22.42
2025-07-22 13F Valpey Financial Services, LLC 11,686 1,277
2025-08-04 13F Heritage Investors Management Corp 38,837 2.41 4 33.33
2025-07-16 13F Augustine Asset Management Inc 2,409 5.80 263 10.50
2025-07-28 13F JGP Wealth Management, LLC 4,572 3.72 500 8.48
2025-08-05 13F Allodium Investment Consultants, LLC 2,786 12.07 305 16.92
2025-07-14 13F AdvisorNet Financial, Inc 7,063 0.20 772 4.61
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 116,187 0.64 12,698 5.19
2025-08-13 13F Summit Wealth Group Llc / Co 1,942 212
2025-08-13 13F JT Stratford LLC 93,427 8.75 10,211 13.66
2025-07-14 13F Financial Enhancement Group LLC 249,136 28,108
2025-07-17 13F Financial Partners Group, LLC 7,548 1.73 825 6.32
2025-08-11 13F Frank, Rimerman Advisors LLC 3,264 0.03 357 4.40
2025-08-14 13F STAR Financial Bank 33,194 17.41 3,628 22.70
2025-07-29 13F Level Wealth Management LLC 3,672 85.17 401 93.72
2025-05-15 13F National Wealth Management Group, LLC 7,793 4.97 815 -4.80
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 1,861 0
2025-07-22 13F Belpointe Asset Management LLC 105,727 3.40 11,555 8.07
2025-07-15 13F Vannoy Advisory Group, Inc. 7,967 0.05 871 4.57
2025-07-23 13F Winthrop Advisory Group LLC 3,752 7.91 410 12.95
2025-07-22 13F Valeo Financial Advisors, LLC 2,265,854 1.98 245,393 11.44
2025-08-11 13F Avantax Planning Partners, Inc. 2,717 5.84 297 10.45
2025-08-14 13F Mission Creek Capital Partners, Inc. 1,840 201
2025-07-10 13F Burns J W & Co Inc/ny 75,345 9.27 8,234 14.20
2025-08-08 13F Family Firm, Inc. 32,851 3.52 3,590 8.20
2025-08-05 13F Sigma Planning Corp 188,932 3.43 20,648 8.10
2025-07-30 13F Crewe Advisors LLC 136,696 19.49 14,939 24.89
2025-08-12 13F BlackRock, Inc. 8,343,443 1.23 911,855 5.80
2025-08-04 13F Clear Investment Research, Llc 14,156 0.78 1,547 5.38
2025-04-28 NP LEXI - Alexis Practical Tactical ETF 55,003 232.26 6,149 193.60
2025-07-30 13F Rehmann Capital Advisory Group 212,997 0.85 23,278 5.40
2025-08-12 13F Gitterman Wealth Management, LLC 720 79
2025-07-29 13F Activest Wealth Management 4,026 29.75 440 35.49
2025-08-05 13F Centennial Bank/AR/ 41,701 2.07 4,558 6.67
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 79,802 8.78 8,722 13.69
2025-08-14 13F Qube Research & Technologies Ltd 847,352 264.35 92,607 280.80
2025-08-05 13F Arrowroot Family Office, LLC 34,443 17.71 3,764 11.66
2025-08-19 13F MRP Capital Investments, LLC 42,093 1.52 4,600 6.11
2025-08-12 13F South Plains Financial, Inc. 15,476 5.06 1,691 9.81
2025-07-29 13F United Bank 32,876 4.76 3,593 9.51
2025-07-31 13F FSM Wealth Advisors, LLC 139,377 7.26 15,493 14.02
2025-08-12 13F TCTC Holdings, LLC 84,243 48.67 9,207 55.38
2025-08-14 13F Shepherd Kaplan Krochuk, Llc 33,015 12.68 3,608 17.79
2025-07-17 13F Chicago Capital, LLC 2,424 265
2025-08-14 13F Spears Abacus Advisors LLC 8,792 2.20 961 6.79
2025-07-31 13F Future You Wealth Llc 7,060 66.47 772 74.04
2025-07-25 13F Yousif Capital Management, Llc 177,234 3.15 19,370 7.80
2025-08-13 13F American Money Management, LLC 64,923 2.12 7,095 6.72
2025-08-13 13F Acorns Advisers, LLC 3,347,838 15.97 366 21.26
2025-07-21 13F Wallington Asset Management, LLC 273,928 1.00 29,938 5.55
2025-08-11 13F Lowe Brockenbrough & Co Inc 229,502 5.51 25,082 10.27
2025-07-03 13F TrueWealth Advisors, LLC 2,485 4.54 272 9.27
2025-07-11 13F Kingstone Capital Partners Texas, LLC 19,254,728 2,050
2025-07-07 13F Capital Asset Advisory Services LLC 346,981 2.51 38,501 6.95
2025-07-15 13F Ballentine Partners, LLC 352,984 0.72 38,578 5.27
2025-08-05 13F Mission Wealth Management, Lp 604,727 13.39 66,091 18.50
2025-08-14 13F Aqr Capital Management Llc 20,089 11.83 2,196 16.88
2025-07-10 13F Klaas Financial Asset Advisors, LLC 25,600 3.83 2,798 8.49
2025-08-14 13F EP Wealth Advisors, Inc. 337,113 75.47 36,843 83.39
2025-07-24 13F Horizon Bancorp Inc /in/ 1,315 8,666.67 0
2025-08-04 13F Waterfront Wealth Inc. 1,869 204
2025-07-11 13F Harbour Capital Advisors, LLC 21,119 7.35 2,375 22.11
2025-08-14 13F Archetype Wealth Partners 136,525 7.46 15 7.69
2025-07-14 13F Proathlete Wealth Management Llc 206,056 5.29 22,526 10.04
2025-07-30 13F D.a. Davidson & Co. 272,420 0.89 29,773 5.45
2025-08-14 13F Stifel Financial Corp 1,589,570 1.97 173,726 6.57
2025-08-13 13F Independent Family Office, LLC 17,849 24.07 2,000 30.74
2025-07-16 13F EdgeRock Capital LLC 7,448 814
2025-07-28 13F Holistic Planning, LLC 4,954 0.39 541 4.84
2025-08-13 13F Willis Johnson & Associates, Inc. 215,002 8.47 23,498 13.36
2025-07-11 13F Thomasville National Bank 4,533 0.76 495 5.32
2025-04-15 13F Arvest Investments, Inc. 0 0
2025-08-06 13F Bonfire Financial 4,515 0.02 493 4.45
2025-07-29 13F Smithbridge Asset Management Inc/de 55,167 91.85 6,029 100.57
2025-08-14 13F Group One Trading, L.p. 1,699 186
2025-07-22 13F Hrc Wealth Management, Llc 8,910 5.98 974 10.69
2025-08-08 13F Firestone Capital Management 8,835 48.19 966 54.90
2025-05-15 13F CAPROCK Group, Inc. 19,805 33.65 2,071 21.32
2025-08-20 13F North Dallas Bank & Trust Co 12,115 1,324
2025-07-09 13F Camelot Technology Advisors, Inc. 17,099 0.23 1,869 4.77
2025-08-12 13F Steward Partners Investment Advisory, Llc 704,794 8.97 77,027 13.89
2025-08-05 13F Strategic Financial Concepts, LLC 14,814 124.59 1,619 134.98
2025-07-16 13F FORM Wealth Advisors, LLC 225,917 20.52 24,690 25.96
2025-07-30 13F DecisionMap Wealth Management, LLC 23,260 6.43 2,542 11.25
2025-08-06 13F Stone House Investment Management, LLC 832 9.62 91 13.92
2025-08-06 13F Swf Llc 599,244 6,382.52 65,491 6,679.61
2025-07-29 13F Sigma Investment Counselors Inc 590,817 3.11 64,570 7.77
2025-07-16 13F Holland Advisory Services, Inc. 74,144 18.72 8,103 24.09
2025-07-14 13F GAMMA Investing LLC 19,973 6.87 2,183 11.67
2025-08-13 13F Azimuth Capital Investment Management LLC 2,795 12.07 305 17.31
2025-07-16 13F Newton One Investments LLC 31,988 10.41 3,496 15.38
2025-07-14 13F Acropolis Investment Management, LLC 922,025 0.36 100,768 4.90
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 10,511 10.28 1,149 15.26
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 104,288 75.59 11,398 83.53
2025-07-22 13F BridgePort Financial Solutions, LLC 21,279 6.09 2,326 10.87
2025-08-06 13F Adviser Investments LLC 162,145 37.16 17,721 43.35
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II 26,399 5.55 2,885 10.33
2025-07-25 13F Concord Asset Management, LLC/VA 3,261 356
2025-07-22 13F Beacon Financial Advisory LLC 7,780 3.02 850 7.73
2025-07-24 13F JB Capital LLC 4,742 7.92 518 12.85
2025-07-09 13F Radnor Capital Management, LLC 2,657 1.53 0
2025-07-18 13F Tanager Wealth Management LLP 1,868 204
2025-08-01 13F Purkiss Capital Advisors LLC 2,151 235
2025-08-07 13F Ibex Wealth Advisors 5,138 562
2025-08-05 13F RiverGlades Family Offices LLC 19,433 1.67 2,124 6.26
2025-07-10 13F Sterling Investment Advisors Llc /adv 42,941 23.41 3,830 5.28
2025-07-25 13F Clarendon Private LLC 3,442 0.35 376 5.03
2025-08-11 13F United Advisor Group, LLC 24,819 11.67 2,713 16.70
2025-07-09 13F Lbmc Investment Advisors, Llc 154,292 7.48 16,863 12.33
2025-08-05 13F Westside Investment Management, Inc. 23,977 2.85 2,621 7.51
2025-07-24 13F Blue Zone Wealth Advisors, LLC 2,371 3.00 259 7.92
2025-07-30 13F Cullen/frost Bankers, Inc. 30,458 29.16 3,329 35.01
2025-08-04 13F Balentine LLC 22,259 29.87 2,433 35.71
2025-08-08 13F WP Advisors, LLC 13,660 0.37 1,493 4.85
2025-07-17 13F Stockman Wealth Management, Inc. 347,595 1.54 37,989 6.12
2025-07-22 13F Legacy Trust 76,196 3.00 8,327 7.65
2025-03-27 NP RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares 18,909 2,240
2025-08-14 13F BTG Pactual Asset Management US LLC 108 12
2025-08-13 13F Jump Financial, LLC 14,803 52.29 1,618 59.15
2025-08-08 13F Citizens Financial Group Inc/ri 245,156 27.14 26,793 32.88
2025-08-05 13F BCGM Wealth Management, LLC 2,415 0.37 264 4.78
2025-07-22 13F Iowa State Bank 179,909 2.51 19,662 7.14
2025-07-28 13F Cutler Investment Counsel Llc 175,650 11.70 19,197 16.74
2025-08-05 13F Atlas Private Wealth Advisors 3,898 0.26 426 4.93
2025-07-08 13F 21 West Wealth Management LLC 5,436 594
2025-08-07 13F Allworth Financial LP 1,190,598 2.16 130,120 11.78
2025-08-14 13F Mml Investors Services, Llc 1,232,046 0.03 135 4.69
2025-07-08 13F Melone Private Wealth, LLC 47,809 4.31 5,235 9.22
2025-08-14 13F First Manhattan Co 29,947 0.92 3,273 5.45
2025-07-30 13F Forum Financial Management, LP 3,305 29.15 361 35.21
2025-07-16 13F Ipswich Investment Management Co., Inc. 9,460 0.34 1,034 4.87
2025-04-02 13F Marcum Wealth, LLC 340,953 9.59 35,653 -0.54
2025-07-30 13F White Lighthouse Investment Management Inc. 7,195 13.06 786 4.80
2025-07-31 13F Guardian Asset Advisors, LLC 21,096 8.06 2,306 12.93
2025-07-15 13F Wela Strategies, Inc. 35,510 4.22 3,881 8.93
2025-08-07 13F Acadian Asset Management Llc 15,833 46.30 2 0.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB 20,750 10.67 2,268 15.66
2025-08-14 13F Glenmede Investment Management, LP 5,005,104 547,008
2025-08-20 13F/A Coppell Advisory Solutions LLC 18,685 2,046
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II 48,717 8.49 5,324 13.40
2025-08-07 13F Everhart Financial Group, Inc. 2,187 1.58 239 6.22
2025-07-15 13F Accurate Wealth Management, LLC 15,611 1.46 1,781 21.34
2025-07-16 13F/A CX Institutional 64,525 16.45 7 40.00
2025-08-12 13F Boreal Capital Management LLC 150 16
2025-08-13 13F RFP Financial Group LLC 39,121 10.23 4,276 15.20
2025-07-16 13F Banque Pictet & Cie Sa 5,249 14.13 574 19.38
2025-07-18 13F Madrona Financial Services, LLC 2,217 0.05 242 4.76
2025-08-12 13F Prudential Financial Inc 109,400 6.31 11,956 11.10
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 3,982 1.48 420 9.97
2025-08-12 13F Proequities, Inc. 0 0
2025-08-15 13F Pine Ridge Advisers LLC 347,136 0.57 37,938 5.11
2025-08-08 13F Kingsview Wealth Management, LLC 89,156 4.13 9,744 8.82
2025-08-06 13F Rialto Wealth Management, LLC 25,645 0.11 2,803 4.63
2025-07-23 13F Ti-trust, Inc 10,548 0.76 1,153 5.30
2025-07-22 13F McNaughton Wealth Management, LLC 5,880 0.05 643 4.56
2025-07-09 13F Hiley Hunt Wealth Management 66,618 3.59 7,405 9.88
2025-07-18 13F Rogco, Lp 13,677 2.08 1,495 6.64
2025-07-17 13F Investment Research & Advisory Group, Inc. 1,777 0.06 194 4.86
2025-07-09 13F Christopher J. Hasenberg, Inc 135,543 423,471.88 14,813 493,666.67
2025-08-14 13F IHT Wealth Management, LLC 105,225 51.45 11,500 58.53
2025-08-05 13F Hi-Line Capital Management, LLC 42,097 14.24 4,601 19.39
2025-08-06 13F Soltis Investment Advisors LLC 64,901 0.13 7,093 4.66
2025-08-07 13F Sound View Wealth Advisors Group, LLC 7,448 9.32 814 14.33
2025-07-23 13F Arcadia Investment Advisors Llc 73,037 4.53 7,982 9.25
2025-07-15 13F Kagan Cocozza Asset Management 28,828 13.30 3,151 18.42
2025-08-14 13F Mangrove Partners 232,878 4.29 25,451 9.00
2025-07-30 13F Greenup Street Wealth Management Llc 37,763 4.72 4,127 9.47
2025-07-23 13F Joel Isaacson & Co., LLC 19,986 2.67 2,184 7.32
2025-08-14 13F Sunbelt Securities, Inc. 55,208 6.31 6,361 17.15
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 101,760 3.39 11,121 8.05
2025-07-16 13F Southern Capital Advisors, Llc 139,974 3.71 15,298 8.39
2025-08-04 13F Keybank National Association/oh 3,834,308 0.92 419,052 5.48
2025-08-04 13F Hantz Financial Services, Inc. 137 114.06 0
2025-05-09 13F Delta Financial Group, Inc. 21,003 5.79 2 0.00
2025-08-11 13F WPG Advisers, LLC 106 41.33 12 57.14
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio 28,120 0.72 3,073 5.28
2025-08-19 13F Asset Dedication, LLC 13,488 9.01 1,474 14.00
2025-08-11 13F Strategic Wealth Partners, Ltd. 8,132 1.96 889 -4.93
2025-08-13 13F Flow Traders U.s. Llc 2,022 0
2025-08-14 13F Palo Alto Wealth Advisors, Llc 2,434 0.04 266 1.53
2025-08-13 13F Aspire Growth Partners LLC 3,068 0.36 335 7.72
2025-07-14 13F Toth Financial Advisory Corp 409 8.49 45 12.82
2025-08-01 13F Zhang Financial LLC 16,457 2.38 1,799 7.02
2025-05-01 13F Schechter Investment Advisors, LLC 20,844 189.34 2,180 162.53
2025-08-07 13F FDx Advisors, Inc. 55,382 3.51 6 20.00
2025-08-14 13F Destination Wealth Management 830,153 4.19 90,727 8.89
2025-07-21 13F First National Bank & Trust Co Of Newtown 7,799 32.57 852 38.54
2025-07-31 13F Ramsay, Stattman, Vela & Price, Inc. 11,723 5.15 1,281 9.96
2025-07-30 13F Schnieders Capital Management Llc 2,232 1.73 244 6.11
2025-07-09 13F Sandbox Financial Partners, LLC 39,171 1,924.34 4,281 2,019.31
2025-07-14 13F Clear Harbor Asset Management, LLC 5,124 11.83 560 16.70
2025-08-29 13F Centaurus Financial, Inc. 23,465 0.15 3 0.00
2025-07-07 13F Modus Advisors, LLC 5,394 1.62 589 6.13
2025-07-11 13F Cypress Financial Planning Llc 16,575 10.97 1,811 16.02
2025-08-04 13F Grant Street Asset Management, Inc. 32,238 12.29 3,523 17.36
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 60,965 4.19 6,663 8.89
2025-07-22 13F Merit Financial Group, LLC 100,713 3.36 11,007 8.02
2025-08-14 13F Vivaldi Capital Management, LLC 12,995 173.64 1,420 186.29
2025-08-08 13F Nixon Peabody Trust Co 24,372 0.54 2,664 5.09
2025-07-10 13F Kmg Fiduciary Partners, Llc 67,967 5.71 7,428 10.49
2025-07-29 13F Aspiriant, Llc 48,781 44.25 5,331 50.76
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II 140,389 4.82 15,343 9.56
2025-07-22 13F Fortitude Advisory Group L.L.C. 3,541 4.58 387 19.88
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 32,779 3.89 3,657 21.62
2025-05-16 13F Coordinated Financial Services, Inc./CO 9,487 19.32 992 16.98
2025-07-16 13F Highline Wealth Partners Llc 547 2,635.00 60 2,850.00
2025-07-31 13F Brighton Jones Llc 33,046 6.17 3,612 10.97
2025-08-12 13F FreeGulliver LLC 5,942 16.56 649 21.76
2025-08-08 13F King Wealth 189,442 0.16 21 5.26
2025-07-16 13F Pacific Sage Partners, LLC 2,551 12.18 279 17.30
2025-08-14 13F Bluefin Capital Management, Llc 4,832 528
2025-07-15 13F Sheets Smith Wealth Management 38,156 1.34 4,170 5.92
2025-05-15 13F/A Orion Portfolio Solutions, LLC 135,274 1.88 14,146 -7.54
2025-08-07 13F Evoke Wealth, Llc 11,880 35.26 1,298 41.39
2025-08-07 13F Beese Fulmer Investment Management, Inc. 55,970 6,117
2025-07-23 13F Richwood Investment Advisors, LLC 72,496 0.95 7,923 5.51
2025-07-18 13F Heritage Financial Services, LLC 2,105 0.57 230 5.50
2025-07-25 13F Concurrent Investment Advisors, LLC 133,545 5.91 14,595 10.69
2025-07-08 13F Arlington Trust Co LLC 10,425 88.45 1,139 97.06
2025-07-07 13F St. Clair Advisors, LLC 14,900 4.85 1,628 9.56
2025-07-28 13F SFG Wealth Management, LLC. 4,379 84.53 479 92.74
2025-08-13 13F Nicolet Advisory Services, Llc 3,989 433
2025-08-14 13F Jane Street Group, Llc Call 72,600 1,715.00 7,934 1,798.09
2025-07-18 13F Trilogy Capital Inc. 384,315 23.44 42,002 29.01
2025-07-24 13F Robertson Stephens Wealth Management, LLC 77,295 6.02 8,448 10.81
2025-08-14 13F Jane Street Group, Llc Put 13,800 28.97 1,508 34.88
2025-08-07 13F Palisade Asset Management, LLC 36,583 4.76 3,998 9.50
2025-08-05 13F Navalign, LLC 195,745 2.30 21,393 6.92
2025-07-23 NP IRSNX - Voya Target Retirement 2035 Fund Class I 42,919 9.96 4,522 3.64
2025-08-12 13F Ci Investments Inc. 579,566 3.08 63 8.62
2025-07-23 13F Wealth Management Nebraska 12,060 7.81 1,320 12.92
2025-08-13 13F First Trust Advisors Lp 5,028 34.91 550 41.13
2025-07-22 13F Mascoma Wealth Management LLC 69,622 0.39 7,609 4.92
2025-05-09 13F Wade Financial Advisory, Inc 2,283 0.84 239 -8.46
2025-08-13 13F American Investment Services, Inc. 5,636 1.18 616 5.67
2025-08-08 13F Avantax Advisory Services, Inc. 974,377 5.41 106,490 10.17
2025-08-12 13F SPX Equities Gestao de Recursos Ltda 787,565 73.14 86,073 80.96
2025-08-14 13F Engineers Gate Manager LP 15,682 1,714
2025-07-09 13F Westmount Partners, LLC 25,961 188.10 2,837 201.17
2025-07-22 13F Olistico Wealth, LLC 27,452 13.56 3,000 18.72
2025-07-29 13F Werba Rubin Papier Wealth Management 2,772 14.59 303 19.84
2025-08-12 13F Howe & Rusling Inc 86,666 14.65 9,472 19.83
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 50,435 3.30 5,512 7.95
2025-07-18 13F Panoramic Capital Partners, LLC 118,303 22.78 13,378 53.32
2025-08-13 13F Allegheny Financial Group LTD 10,641 19.78 1,163 25.08
2025-07-09 13F Alesco Advisors Llc 2,361,858 5.33 258,127 10.09
2025-08-20 13F Forefront Wealth Partners, LLC 23,043 3.56 2,655 14.14
2025-08-15 13F Stonebridge Capital Advisors LLC 3,342 4.96 365 9.94
2025-08-14 13F Financial Engines Advisors L.L.C. 9,656,104 10.66 1,055,316 15.65
2025-08-07 13F Sollinda Capital Management LLC 3,047 333
2025-07-18 13F Swp Financial Llc 17,662 0.02 1,930 4.55
2025-08-14 13F Boston Private Wealth Llc 78,310 8,559
2025-08-01 13F First Command Advisory Services, Inc. 9,171,730 2.38 1,002,378 6.99
2025-07-18 13F Bartlett & Co. Wealth Management Llc 464,245 6.10 50,737 10.89
2025-08-05 13F Sage Capital Management, LLC 3,319 0.24 363 4.62
2025-07-23 13F Lansing Street Advisors 10,220 1.70 1,117 6.29
2025-07-15 13F Lynch & Associates/in 55,404 0.47 6,055 5.01
2025-08-07 13F Americana Partners, LLC 61,512 2.60 6,723 7.23
2025-08-05 13F Blue Barn Wealth, LLC 6,517 6.52 697 9.08
2025-07-25 13F Almanack Investment Partners, LLC. 5,029 105.27 550 114.45
2025-07-09 13F Towerpoint Wealth, LLC 2,927 22.01 320 27.60
2025-08-07 13F King Luther Capital Management Corp 3,684 -0.24
2025-08-12 13F Legal & General Group Plc 105,458 5.57 11,525 10.33
2025-07-23 NP VRSAX - Voya Target Retirement 2060 Fund Class I 16,714 11.90 1,761 5.51
2025-08-12 13F Laurel Wealth Advisors LLC 13,728,611 11,144.76 126 -99.02
2025-07-07 13F Upper Left Wealth Management, LLC 5,032 7.00 550 11.81
2025-08-14 13F Eight 31 Financial Llc 2,340 0.65 256 4.94
2025-07-15 13F BCS Wealth Management 2,406 16.18 0
2025-08-14 13F Millennium Management Llc 86,715 64.79 9,477 72.25
2025-07-09 13F WealthCare Investment Partners, LLC 29,191 7.55 3,301 28.86
2025-08-12 13F Financial Advocates Investment Management 105,945 11,579
2025-07-22 13F Wealthcare Advisory Partners LLC 240,184 19.61 26,250 25.01
2025-07-23 13F Madden Advisory Services, Inc. 30,106 1.21 3,290 5.79
2025-08-14 13F Hamilton Capital, LLC 1,865 204
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 24,260 0.16 2,651 4.70
2025-07-16 13F Vision Capital Management, Inc. 382,609 17.64 41,815 22.95
2025-07-30 13F Bleakley Financial Group, LLC 290,589 63.48 31,759 70.86
2025-07-18 13F Client 1st Advisory Group, Llc 3,974 5.16 434 9.87
2025-07-25 13F SPC Financial, Inc. 68,062 11.42 7,438 16.46
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 74,405 1.82 8,132 6.41
2025-08-14 13F L2 Asset Management, LLC 2,051 224
2025-08-14 13F MidWestOne Financial Group, Inc. 1,840 201
2025-08-01 13F Transcend Wealth Collective, Llc 32,073 4.12 3,505 8.82
2025-08-18 13F Geneos Wealth Management Inc. 72,684 22.69 7,944 28.22
2025-07-14 13F Abacus Planning Group, Inc. 4,255 465
2025-07-23 13F Peak Financial Management, Inc. 68,803 1.53 7,520 6.11
2025-07-25 13F Keener Financial Planning LLC 151,668 25.54 17 33.33
2025-08-05 13F Plante Moran Financial Advisors, LLC 8,480 17.11 927 22.32
2025-07-14 13F Chapin Davis, Inc. 20,321 0.61 2,221 5.11
2025-07-31 13F Resonant Capital Advisors, LLC 250,176 0.78 27,342 5.33
2025-07-11 13F Marshall & Sullivan Inc /wa/ 351 38
2025-08-08 13F Investment Partners, Ltd. 1,835 201
2025-08-06 13F Convergence Financial, LLC 18,865 6.82 2,062 11.65
2025-07-18 13F Naples Global Advisors, Llc 65,120 12.09 7,117 17.15
2025-08-01 13F Rossby Financial, LCC 3,683 3.46 403 13.24
2025-07-15 13F Garrett Investment Advisors LLC 3,473 0.32 380 4.99
2025-07-22 13F IFS Advisors, LLC 84,393 48.49 9,223 55.19
2025-08-13 13F Great Diamond Partners, LLC 17,087 212.09 1,867 226.40
2025-07-09 13F St. Louis Financial Planners Asset Management, LLC 19,239 2,103
2025-07-16 13F Moneywise, Inc. 6,675 0.30 729 4.89
2025-08-06 13F First Horizon Advisors, Inc. 103,999 3.21 11,366 7.87
2025-07-22 13F 4Thought Financial Group Inc. 104,252 29.78 11,394 35.63
2025-07-23 13F Charter Trust Co 235,313 0.35 25,717 4.88
2025-07-08 13F S.E.E.D. Planning Group LLC 5,607 0.20 613 4.62
2025-08-14 13F Modern Wealth Management, LLC 126,167 262.49 13,789 278.90
2025-07-29 13F Kelman-Lazarov, Inc. 202,401 0.04 22,120 4.55
2025-08-14 13F Mairs & Power Inc 3,053 56.89 334 64.04
2025-07-15 13F MCF Advisors LLC 328,782 6.37 35,933 11.17
2025-08-12 13F New World Advisors LLC 60,560 0.38 6,619 4.90
2025-07-17 13F Guyasuta Investment Advisors Inc 4,209 4.47 460 9.26
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 22,316 67.10 2,439 74.64
2025-08-06 13F Aspect Partners, LLC 49,150 7.21 5,372 12.04
2025-08-11 13F Inspire Advisors, LLC 19,125 16.87 2,090 22.15
2025-07-30 13F Whittier Trust Co Of Nevada Inc 233,242 1.85 25,491 6.44
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,380,060 17.53 150,264 22.31
2025-08-14 13F ICONIQ Capital, LLC 2,554 0.39 279 4.89
2025-08-07 13F Midwest Trust Co 231,622 25,314
2025-07-07 13F Nova Wealth Management, Inc. 221 121.00 24 140.00
2025-07-18 13F TruNorth Capital Management, LLC 20,702 20.76 2,263 26.23
2025-08-12 13F White Pine Capital Llc 6,155 0.11 673 4.67
2025-07-23 13F Intergy Private Wealth, LLC 13,875 10.54 1,516 15.55
2025-08-04 13F Assetmark, Inc 977,507 0.77 106,832 5.32
2025-08-11 13F One Capital Management, LLC 62,685 2.09 6,851 6.70
2025-07-15 13F/A Kure Advisory, LLC 77,185 12.58 8,436 17.66
2025-07-22 13F Capital Advisors Inc/ok 217,636 1.78 23,785 6.37
2025-08-11 13F Rockbridge Investment Management, LCC 2,545 22.36 278 28.11
2025-08-05 13F Next Capital Management LLC 37,949 8.82 4,147 13.74
2025-08-13 13F Level Four Advisory Services, Llc 35,845 23.94 3,918 29.53
2025-07-23 13F Somnio Financial Group, LLC 88,427 13.56 9,664 7.72
2025-08-11 13F Midwest Professional Planners, LTD. 22,294 1.36 2,437 5.96
2025-07-17 13F Summit Financial Strategies, Inc. 241,011 13.93 26,340 19.08
2025-08-13 13F Proactive Wealth Strategies LLC 1,885 0
2025-08-07 13F Mosaic Financial Group, Llc 4,035 0.12 0
2025-08-08 13F TD Capital Management LLC 8,269 7.63 904 12.45
2025-08-14 13F Investmark Advisory Group LLC 2,400 0.33 262 4.80
2025-08-12 13F PKS Advisory Services, LLC 171,236 1.38 18,714 5.97
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 21,687 0.10 2,370 4.64
2025-07-22 13F Miracle Mile Advisors, LLC 71,000 233.10 7,760 248.25
2025-07-16 13F Stillwater Capital Advisors, LLC 2,486 4.45 272 9.27
2025-08-13 13F Blue Fin Capital, Inc. 1,900 208
2025-08-12 13F SRS Capital Advisors, Inc. 5,189 49.32 1,030 183.75
2025-07-10 13F Fulton Bank, N.a. 14,151 11.95 1,547 17.03
2025-08-08 13F Arvest Bank Trust Division 21,823 7.89 2,385 12.77
2025-08-12 13F Eley Financial Management, Inc 29,753 2.37 3,252 6.77
2025-08-14 13F Susquehanna International Group, Llp Put 76,600 4.93 8,372 9.67
2025-07-24 13F Lee Financial Co 46,494 3.16 5,081 7.81
2025-07-22 13F DAVENPORT & Co LLC 75,410 4.34 8,242 9.05
2025-08-12 13F EFG Asset Management (Americas) Corp. 171,552 3.72 18,749 8.40
2025-08-14 13F Susquehanna International Group, Llp 66,704 203.60 7,290 217.37
2025-07-28 13F Mutual Advisors, LLC 36,172 9.45 4,084 23.80
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 71,689 428.45 7,178 346.95
2025-08-14 13F Obsidian Personal Planning Solutions LLC 139,695 3.01 15,267 12.43
2025-08-04 13F Beirne Wealth Consulting Services, LLC 52,216 75.91 5,709 83.77
2025-08-14 13F RMB Capital Management, LLC 212,258 20.70 23,198 26.15
2025-07-16 13F ORG Wealth Partners, LLC 10,301 1.22 1,142 6.94
2025-06-26 NP FGSM - Frontier Asset Global Small Cap Equity ETF 132,639 7.86 13,281 -8.81
2025-07-21 13F New Century Financial Group, LLC 8,077 883
2025-07-21 13F Qrg Capital Management, Inc. 12,516 34.26 1,368 40.35
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 401,487 0.65 43,878 5.19
2025-07-25 NP USBSX - Cornerstone Moderate Fund 150,215 43.18 15,828 34.96
2025-07-29 13F First Bancorp, Inc /ME/ 7,667 0.70 838 5.15
2025-07-24 13F Leo Wealth, LLC 42,288 12.41 4,619 17.44
2025-04-28 13F Buffington Mohr McNeal 129,642 4,333.72 13,557 3,934.52
2025-08-07 13F Rollins Financial Advisors, LLC 2,914 25.44 318 31.40
2025-08-14 13F/A Skopos Labs, Inc. 2,206 95.57 241 105.98
2025-07-31 13F Graybill Bartz & Assoc Ltd 47,074 0.58 5,145 5.11
2025-07-14 13F Farmers & Merchants Investments Inc 1,124,458 8.34 122,892 13.23
2025-08-07 13F Topel & Distasi Wealth Management, LLC 87,353 0.66 9,547 5.20
2025-08-13 13F Victory Capital Management Inc 308,060 35.37 33,668 41.48
2025-07-08 13F Northstar Advisory Group, LLC 5,397 0.41 590 4.80
2025-08-13 13F Nicolet Bankshares Inc 5,643 4.66 617 9.41
2025-08-14 13F Common Fund For Nonprofit Organizations 110,890 0.36 12,119 4.89
2025-08-14 13F Staley Capital Advisers Inc 18,991 0.55 2,076 5.06
2025-08-11 13F Blue Bell Private Wealth Management, Llc 4,339 5.14 474 9.98
2025-07-30 13F Fairway Wealth LLC 128,760 7.53 14,072 12.39
2025-08-08 13F Truepoint, Inc. 6,138 1.04 671 5.51
2025-07-23 13F Elevate Wealth Advisory, Inc 715 544.14 78 609.09
2025-08-14 13F Balyasny Asset Management Llc 393,211 42,974
2025-08-07 13F Alliance Wealth Management Group 46,078 8.32 5,036 13.22
2025-06-03 13F Invst, LLC 3,454 10.11 361 0.00
2025-08-12 13F Public Sector Pension Investment Board 276,499 156.40 30,219 167.99
2025-07-25 13F Total Clarity Wealth Management, Inc. 4,863 69.21 531 60.42
2025-07-09 13F Sapient Capital Llc 103,635 1.31 11,326 5.88
2025-08-13 13F Congress Wealth Management LLC / DE / 465,815 7.06 50,909 11.72
2025-07-31 13F CNB Bank 5,567 1.29 608 5.92
2025-08-14 13F Palisade Capital Management Llc/nj 14,964 4.95 1,635 9.73
2025-07-21 13F Synergy Financial Management, LLC 3,545 32.52 387 38.71
2025-07-30 13F Studio Investment Management Llc 5,443 6.08 595 10.82
2025-08-13 13F Cerity Partners LLC 3,754,934 50.84 410,377 57.65
2025-07-31 13F Jackson Hole Capital Partners, LLC 4,610 2.60 504 7.25
2025-07-23 13F Spectrum Asset Management, Inc. (NB/CA) 4,762 520
2025-07-25 13F GFS Advisors, LLC 149,555 0.55 16,345 5.09
2025-08-14 13F First Financial Bankshares Inc 279,828 15.74 30,582 20.96
2025-07-23 13F Country Club Bank /gfn 49,169 1.98 5,384 7.36
2025-05-06 13F JPL Wealth Management, LLC 4,824 533
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 779,866 2.61 85 7.59
2025-08-12 13F Viawealth, Llc 20,777 0.12 2,271 4.61
2025-08-14 13F Windsor Advisory Group, LLC 589 38.59 64 45.45
2025-08-04 13F Pinnacle Associates Ltd 263,641 0.41 28,813 4.95
2025-08-14 13F/A Rockefeller Capital Management L.P. 1,459,080 1.11 159,751 5.86
2025-08-14 13F Evergreen Capital Management Llc 169,738 50.55 18,551 57.34
2025-07-11 13F Phillips Wealth Planners LLC 2,190 245
2025-07-09 13F First Bank & Trust 127,156 2.47 13,897 7.09
2025-08-14 13F TT Capital Management LLC 13,881 1,439
2025-07-17 13F Melfa Wealth Management, Llc 4,293 0.68 469 5.39
2025-08-12 13F Clearbridge Investments, LLC 6,417 3.17 701 7.85
2025-07-10 13F Strathmore Capital Advisors, Inc. 5,271 595
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 1,859 203
2025-08-11 13F Slagle Financial, LLC 1,982 217
2025-08-14 13F Hrt Financial Lp 19,556 337.10 2
2025-07-14 13F Painted Porch Advisors LLC 343,699 2.96 37,563 7.61
2025-08-14 13F Private Capital Management, LLC 3,840 5.52 420 10.26
2025-07-14 13F CJM Wealth Advisers, Ltd. 205,381 0.31 22,446 4.84
2025-08-11 13F Root Financial Partners, LLC 5,510 7.64 602 12.52
2025-08-13 13F Rockport Wealth LLC 10,219 1,117
2025-07-29 13F Riverbend Wealth Management, LLC 2,700 12.88 295 18.00
2025-08-06 13F 360 Financial, Inc. 27,175 8.09 2,970 12.98
2025-08-12 13F North Star Asset Management Inc 1,851 202
2025-08-12 13F one8zero8, LLC 2,364 52.22 258 59.26
2025-07-22 13F Powell Investment Advisors, LLC 6,969 20.49 762 25.99
2025-07-24 13F Nationwide Fund Advisors 1,097,538 4.77 119,950 9.50
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 6,040 0.08 660 4.60
2025-07-22 13F Glassy Mountain Advisors, Inc. 37,983 4,151
2025-08-07 13F Shared Vision Wealth Group LLC 4,578 9.52 505 15.33
2025-06-24 NP MWFQX - MainStay Equity ETF Allocation Fund Class R3 58,501 1.03 5,858 -14.60
2025-07-09 13F Riversedge Advisors, Llc 104,113 61.30 11,379 68.59
2025-07-29 13F Creekside Partners 6,110 0.05 668 4.55
2025-07-17 13F Leverty Financial Group, LLC 19,201 53.11 2,098 60.03
2025-07-17 13F XY Planning Network, Inc. 11,312 24.77 1,236 30.38
2025-08-05 13F Huntington National Bank 192,250 -3.53
2025-08-13 13F Safe Harbor Fiduciary, LLC 178 19
2025-08-08 13F Avalon Trust Co 1,103 121
2025-08-11 13F Brown Brothers Harriman & Co 470,850 1.63 51,459 6.22
2025-07-21 13F Ntv Asset Management Llc 52,403 2.34 5,727 6.97
2025-08-04 13F Human Investing LLC 152,932 6.33 16,722 11.19
2025-07-22 13F Red Door Wealth Management, LLC 2,030 3.05 222 7.80
2025-08-07 13F Samalin Investment Counsel, LLC 17,342 18.53 1,895 23.86
2025-08-13 13F Solidarilty Wealth, LLC 41,657 6.18 4,553 10.97
2025-07-28 13F Bridges Investment Management Inc 1,447,377 1.04 158,184 5.60
2025-07-17 13F Norris Perne & French Llp/mi 112,922 3.51 12,341 8.19
2025-07-30 13F Sanders Morris Harris Llc 2,835 1.43 310 5.82
2025-08-12 13F FourThought Financial Partners, LLC 13,946 47.58 1,524 54.25
2025-07-28 13F Nadler Financial Group, Inc. 3,796 11.45 415 16.29
2025-07-29 13F Balboa Wealth Partners 3,361 8.00 367 12.92
2025-08-04 13F AlphaStar Capital Management, LLC 5,734 627
2025-08-14 13F Toroso Investments, LLC 146,914 16,056
2025-08-13 13F BCJ Capital Management, LLC 25,552 78.20 2,793 86.26
2025-07-30 13F Castle Wealth Management Llc 3,158 0.03 345 4.55
2025-07-11 13F Busey Wealth Management 18,567 2.53 2,029 7.18
2025-07-09 13F Channel Wealth Llc 2,759 302
2025-08-01 13F Redwood Park Advisors LLC 251 0.40 27 3.85
2025-08-11 13F Platform Technology Partners 2,042 223
2025-08-13 13F Kilter Group LLC 48 5
2025-07-31 13F RedJay Asset Management Inc. 90,000 112.26 9,836 121.88
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 15,448 169.46 1,628 154.22
2025-08-08 13F Compass Financial Services Inc 480 0.21 52 4.00
2025-08-13 13F Navis Wealth Advisors, LLC 2,154 0.05 235 4.44
2025-08-29 13F Total Investment Management Inc 103 11
2025-07-16 13F Tassel Capital Management, Inc. 4,504 16.05 492 21.48
2025-07-25 13F Inman Jager Wealth Management, LLC 7,615 1.85 832 6.53
2025-07-29 13F BKM Wealth Management, LLC 7,204 3.08 787 7.81
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 23,587 11.33 2,578 16.34
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 88,421 4.01 9,664 8.71
2025-07-09 13F Keystone Wealth Services, LLC 3,952 0.23 432 4.61
2025-07-10 13F Orgel Wealth Management, LLC 4,183 0.43 457 5.06
2025-08-14 13F Waterway Wealth Management, LLC 99,196 4.80 10,842 9.54
2025-08-07 13F Pcg Asset Management, Llc 8,975 1.07 981 5.60
2025-07-03 13F Garde Capital, Inc. 51,872 1.85 5,669 6.46
2025-06-23 NP AOM - iShares Core Moderate Allocation ETF This fund is a listed as child fund of BlackRock 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 81,531 2.45 8,164 -13.39
2025-08-06 13F Csenge Advisory Group 57,703 17.74 6,080 28.84
2025-08-11 13F Symphony Financial, Ltd. Co. 15,231 1,669
2025-07-23 13F Arcataur Capital Management LLC 378,824 0.47 41,402 5.00
2025-08-12 13F GDS Wealth Management 4,074 11.65 445 16.80
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 32,591 33.61 3,562 39.65
2025-07-25 13F Hemington Wealth Management 1,996 0.10 0
2025-08-11 13F PAX Financial Group, LLC 6,720 0.19 734 4.71
2025-08-13 13F Leuthold Group, Llc 3,160 345
2025-08-04 13F Daymark Wealth Partners, Llc 3,561 6.08 389 10.83
2025-07-10 13F Legacy Financial Strategies, LLC 161,857 0.71 17,689 5.25
2025-08-08 13F C V Starr & Co Inc 200,458 21,908
2025-08-05 13F Oakwell Private Wealth Management, LLC 204,615 12.53 22,362 17.61
2025-08-11 13F Atlantic Private Wealth, LLC 103 8.42 11 22.22
2025-08-12 13F Ames National Corp 16,846 7.75 1,841 12.67
2025-07-29 13F APCM Wealth Management for Individuals 224,363 11.63 24,521 16.67
2025-07-22 13F Kickstand Ventures, Llc. 11,187 113.45 1,223 122.99
2025-07-18 13F Midwest Financial Group LLC 36,881 0.12 4,031 4.65
2025-07-15 13F Fort Henry Capital, LLC 165,824 2.94 18,123 7.59
2025-07-18 13F Dogwood Wealth Management LLC 2,080 4.47 233 12.02
2025-07-01 13F Private Client Services, Llc 2,783 17.48 304 23.08
2025-08-13 13F Victory Financial Group, Llc 134,202 6.06 14,667 11.83
2025-07-31 13F West Michigan Advisors, Llc 3,614 1.72 395 6.20
2025-07-17 13F Northwest Wealth Management, Llc 1,899 208
2025-08-14 13F Stonehaven Wealth & Tax Solutions, Llc 4,361 4.21 477 8.92
2025-08-14 13F Sei Investments Co 41,349 16.24 4,519 21.51
2025-07-15 13F Maseco Llp 6,905 755
2025-07-22 13F Macroview Investment Management Llc 18,549 3.44 2,027 8.11
2025-07-15 13F LVZ Advisors, Inc. 27,370 147.24 2,991 158.51
2025-08-08 13F Smithfield Trust Co 179,722 3.27 20 5.56
2025-07-16 13F Brown, Lisle/cummings, Inc. 7,018 8.98 767 13.97
2025-08-14 13F CoreFirst Bank & Trust 31,131 4.53 3,402 9.25
2025-08-28 13F/A Lavaca Capital Llc 1,319 61.05 144 69.41
2025-08-12 13F NWF Advisory Services Inc. 8,204 16.52 858 5.67
2025-08-08 13F Maple Capital Management, Inc. 360,850 8.94 39,437 13.86
2025-08-05 13F Telos Capital Management, Inc. 53,835 3.58 5,884 8.24
2025-08-13 13F Quantbot Technologies LP 30,159 3,296
2025-08-14 13F Federation des caisses Desjardins du Quebec 1,576,493 15.49 172,295 20.70
2025-07-25 13F JustInvest LLC 5,845 11.06 639 16.00
2025-07-22 13F Schwab Charitable Fund 9,369 11.36 1,024 16.38
2025-09-03 13F American Trust 8,796 961
2025-08-11 13F Invenio Wealth Partners Llc 4,346 3.92 475 8.47
2025-07-14 13F Foster Group, Inc. 7,956 92.36 870 101.16
2025-08-08 13F WASHINGTON TRUST Co 164,340 2.40 17,961 7.02
2025-07-21 13F DHJJ Financial Advisors, Ltd. 13,667 6.31 1,494 11.09
2025-07-09 13F Bulwark Capital Corp 272 30
2025-08-11 13F Shoker Investment Counsel, Inc. 349,797 28.81 38,230 34.63
2025-08-13 13F Daner Wealth Management, LLC 5,306 0.11 607 -4.27
2025-08-07 13F Bearing Point Capital, Llc 16,083 64.20 1,758 71.58
2025-07-09 13F Fiduciary Alliance LLC 130,707 5.03 14,285 9.77
2025-08-05 13F Towercrest Capital Management 109,494 10.82 11,967 15.83
2025-07-14 13F Oliver Luxxe Assets LLC 10,022 3.51 1,095 8.20
2025-08-07 13F LOM Asset Management Ltd 17,778 2
2025-05-21 13F CBM Financial, LLC 44,554 4,797
2025-07-17 13F Presper Financial Architects, LLC 107,379 12
2025-07-24 13F Summit Place Financial Advisors, LLC 35,013 3.40 3,827 8.08
2025-08-11 13F Culbertson A N & Co Inc 22,435 3.65 2,452 8.31
2025-07-25 13F Landmark Wealth Management, LLC 63,878 3.14 7 0.00
2025-08-14 13F Cardiff Park Advisors, Llc 7,825 0.27 855 4.78
2025-07-16 13F Spirepoint Private Client, Llc 11,280 2.84 1,233 7.50
2025-07-23 13F Columbus Macro, LLC 44,971 3.51 4,915 8.17
2025-07-21 13F Pflug Koory, LLC 317 0.32 35 3.03
2025-08-01 13F Chilton Capital Management Llc 11 1
2025-07-23 NP IRSMX - Voya Target Retirement 2030 Fund Class I 32,181 10.35 3,391 3.99
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 139,690 28.76 14,719 21.36
2025-07-18 13F Precision Wealth Strategies, LLC 35,433 3,873
2025-08-05 13F Kesler, Norman & Wride, LLC 1,957 214
2025-07-22 13F Financial Insights, Inc. 1,912 209
2025-07-31 13F/A Avion Wealth 13,903 38.23 2 0.00
2025-08-07 13F Prairieview Wealth Partners, Llc 12,136 1,326
2025-07-23 13F Clear Creek Financial Management, LLC 21,761 30.59 2,378 36.51
2025-07-31 13F Turning Point Benefit Group, Inc. 3,482 32.29 381 55.10
2025-08-11 13F Wescott Financial Advisory Group, LLC 38,853 1.87 4,246 6.47
2025-08-08 13F Condor Capital Management 94,346 1.82 10,311 6.42
2025-08-12 13F Seeds Investor Llc 7,116 21.97 778 27.38
2025-05-14 13F Monterey Private Wealth, Inc. 2,425 0.12 254 -9.32
2025-07-29 13F Liquid Strategies, LLC 122,066 9.19 13,341 14.11
2025-08-14 13F Leisure Capital Management 4,300 6.15 470 10.87
2025-08-14 13F Dimension Capital Management Llc 192,433 44.37 21,031 50.90
2025-05-14 13F Credit Agricole S A 6,557 686
2025-08-12 13F Richmond Investment Services, LLC 5,799 634
2025-07-09 13F Roth Financial Partners LLC 194,820 6.11 21,293 10.91
2025-04-11 13F Davis Capital Management 618 3.52 65 -5.88
2025-07-17 13F G&S Capital LLC 48,932 3.23 5,348 7.89
2025-08-08 13F New England Capital Financial Advisors LLC 2 0
2025-07-17 13F Fifth Third Securities, Inc. 97,668 3.76 10,674 8.45
2025-08-06 13F Walkner Condon Financial Advisors LLC 37,417 15.47 4,089 20.66
2025-07-22 13F Net Worth Advisory Group 2,673 292
2025-07-24 13F Stonebridge Financial Group, LLC 12,160 3.67 1,329 8.32
2025-08-11 13F Traub Capital Management LLC 3,423 374
2025-08-04 13F Premier Path Wealth Partners, LLC 70,931 5.35 7,752 10.11
2025-08-08 13F Wealth Alliance 25,249 1.30 2,759 5.87
2025-08-13 13F Hsbc Holdings Plc 182,927 0.19 19,992 4.71
2025-08-13 13F Aufman Associates Inc 3,923 0.20 429 4.65
2025-07-14 13F Lewis Asset Management, LLC 22,352 6.13 2,443 10.90
2025-07-31 13F Washington Trust Advisors, Inc. 6,109 0.11 668 4.55
2025-08-15 13F Equitable Holdings, Inc. 503,509 3.11 55,028 7.76
2025-07-29 13F SilverOak Wealth Management LLC 374,936 1.57 40,977 6.16
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 9,589 0.68 1,048 2.45
2025-07-18 13F Provident Wealth Management, LLC 59,434 0.76 6,496 5.30
2025-07-10 13F Piscataqua Savings Bank 1,872 110.57 205 121.74
2025-07-16 13F Legend Financial Advisors, Inc. 130 14
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 54,392 2.54 5,945 7.74
2025-07-09 13F Sunpointe, LLC 5,393 4.05 589 8.87
2025-07-16 13F Sylvest Advisors, LLC 81,192 2.00 8,873 6.61
2025-08-07 13F Peninsula Asset Management Inc 105,327 0.52 11,511 5.06
2025-04-18 13F Wolf Group Capital Advisors 21,509 15.68 2,249 21.44
2025-07-31 13F Oppenheimer & Co Inc 340,111 5.98 37,171 10.77
2025-08-04 13F B&l Asset Management Llc 7,086 774
2025-08-11 13F PFG Private Wealth Management, LLC 33,607 0.31 3,673 4.82
2025-07-31 13F Nilsine Partners, LLC 6,390 14.76 698 19.93
2025-08-12 13F AlphaCore Capital LLC 3,767 48.66 412 55.09
2025-07-08 13F Ehrlich Financial Group 13,246 7.74 1,448 12.61
2025-07-16 13F Investment Partners Asset Management, Inc. 3,476 2.75 380 7.37
2025-07-08 13F Canandaigua National Bank & Trust Co 3,012 0.47 329 5.11
2025-08-08 13F Horizon Family Wealth, Inc. 6,269 19.07 685 24.55
2025-07-18 13F Institute for Wealth Management, LLC. 6,695 141.26 732 152.07
2025-07-15 13F Palumbo Wealth Management LLC 3,011 4.40 329 9.30
2025-08-07 13F Alpha Cubed Investments, LLC 3,651 6.63 399 11.17
2025-08-25 13F Hilltop Partners LLC 1,834 200
2025-07-17 13F Emerald Advisors, LLC 35,868 5.92 3,920 10.67
2025-08-14 13F Summit Trail Advisors, Llc 94,225 10,298
2025-07-29 13F Arista Wealth Management, LLC 1,848 202
2025-07-30 13F Whittier Trust Co 651,841 2.35 71,239 6.97
2025-08-07 13F Tilson Financial Group, Inc. 27,464 47.26 3 200.00
2025-08-14 13F Coastal Bridge Advisors, LLC 36,277 6.18 3,965 10.97
2025-07-15 13F Patriot Investment Management Inc. 16,824 0.47 1,839 4.97
2025-07-22 13F Rochester Wealth Strategies, LLC 88,491 13.05 9,671 18.16
2025-07-08 13F Granite Bay Wealth Management, LLC 224,958 12.57 25 20.00
2025-08-13 13F Allie Family Office LLC 4,304 0.26 470 4.91
2025-08-14 13F Clarity Capital Advisors, LLC 2,987 0.37 326 4.82
2025-07-25 13F Pandora Wealth, Inc. 2,545 10.65 278 15.83
2025-07-10 13F Affiance Financial, LLC 32,389 5.72 3,540 10.49
2025-07-15 13F McAdam, LLC 50,689 12.87 5,540 17.95
2025-07-30 13F Connors Investor Services Inc 5,678 143.90 621 155.14
2025-08-08 13F eCIO, Inc. 92,270 5.95 10,084 10.74
2025-08-28 NP GPSTX - GuidePath(R) Growth Allocation Fund Service Shares 831,203 4.46 90,842 9.18
2025-07-29 13F Altus Wealth Group LLC 4,109 0.17 449 4.91
2025-08-13 13F Jones Financial Companies Lllp 2,291,692 8.01 250,785 13.43
2025-08-13 13F Capital Fund Management S.a. Call 31,200 23.81 3,410 29.37
2025-07-30 13F Avidian Wealth Solutions, LLC 292,492 17.60 31,966 22.90
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II 112,480 4.61 12,293 9.33
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Core ETF 4,781 16.67 479 -1.44
2025-07-15 13F Regatta Capital Group, Llc 15,225 0.46 1,664 4.99
2025-07-14 13F Sound Stewardship, LLC 51,572 15.27 5,636 20.48
2025-07-30 13F Lionsbridge Wealth Management LLC 18,784 15.42 2,053 20.63
2025-07-23 13F Lakeshore Capital Group, Inc. 1,837 201
2025-07-10 13F Perkins Coie Trust Co 372 30.07 41 37.93
2025-08-07 13F Capitol Family Office, Inc. 64,085 0.11 7,004 4.63
2025-07-18 13F Vicus Capital 538,466 5.43 58,849 10.18
2025-07-30 13F Cambridge Capital Management, Llc 166,138 4.53 18,157 9.25
2025-06-23 NP AOR - iShares Core Growth Allocation ETF This fund is a listed as child fund of BlackRock 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 191,651 3.66 19,190 -12.36
2025-08-11 13F Howard Wealth Management, Llc 3,481 0.06 380 4.68
2025-08-15 13F Keel Point, LLC 78,172 3.49 8,543 8.15
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II 25,495 9.19 2,786 14.13
2025-07-09 13F Sar Wealth Management Group, Llc 70,116 3.17 7,663 7.82
2025-07-23 13F RMG Wealth Management LLC 245 27
2025-07-17 13F Lazari Capital Management, Inc. 5,812 0.14 635 4.79
2025-08-12 13F Tarbox Family Office, Inc. 112,440 11.48 12,289 16.52
2025-07-11 13F Elk River Wealth Management, LLC 327,502 1.59 35,793 6.17
2025-08-14 13F FC Advisory LLC 4,337 0.25 474 4.65
2025-07-31 13F Richards, Merrill & Peterson, Inc. 11,734 12.47 1,282 17.61
2025-08-14 13F Wilshire Associates Inc 28,120 0.72 3,073 952.40
2025-07-29 13F Primoris Wealth Advisors, Llc 4,501 0.02 492 4.47
2025-08-12 13F Southeast Asset Advisors Inc. 24,418 0.06 2,669 4.59
2025-08-14 13F Premier Financial Group 840 95
2025-08-27 13F Tribridge Partners Financial LLC 4,118 0
2025-07-23 13F Venturi Wealth Management, LLC 137,034 432.63 14,976 456.73
2025-08-14 13F Fortress Financial Group, Llc 32,845 85.70 3,590 94.10
2025-08-06 13F Round Rock Advisors, LLC 225,215 2.20 24,614 6.81
2025-07-31 13F Curio Wealth, Llc 270 26,900.00 30 -6.45
2025-07-18 13F SigFig Wealth Management, LLC 741,743 2.83 81,213 8.25
2025-08-07 13F Latko Wealth Management, Ltd. 54,125 9.47 6 0.00
2025-08-13 13F Ally Invest Advisors Inc. 378,973 8.12 41,418 13.00
2025-07-09 13F Bowman & Co S.C. 6,894 7.95 754 12.89
2025-07-11 13F Shelton Wealth Management, Llc 18,866 1.62 2,062 6.18
2025-08-11 13F Pinnacle Financial Group, LLC / IL 4,631 1.78 506 6.53
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 972 0.31 106 4.95
2025-08-12 13F Jaffetilchin Investment Partners, LLC 28,775 3.03 3,145 7.67
2025-07-09 13F David J Yvars Group 19,067 144.35 2,084 155.58
2025-07-08 13F TL Private Wealth 8,035 0.21 893 23.00
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