VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF - Pemilikan Institusi - Penjual

Vanguard Index Funds - Vanguard Total Stock Market ETF
US ˙ ARCA ˙ US9229087690

Pemilikan Institusi dan Dana - Penjual

Halaman ini menunjukkan institusi, dana dan pemegang saham utama yang telah mengurangkan pegangan atau menutup kedudukan mereka dalam tempoh pelaporan terakhir mereka. Baris merah menunjukkan kedudukan tertutup. Klik ikon pautan untuk melihat sejarah transaksi penuh.

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Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)		 Saham ΔSaham
(%)		 Nilai
Dilaporkan
($1000)		 Δ Nilai
(%)		 Peruntukan Port
(%)
2025-08-05 13F AAFCPAs Wealth Management, LLC 1,065 -2.92 324 7.31
2025-08-13 13F Green Harvest Asset Management LLC 7,805 -4.64 2,372 5.47
2025-08-04 13F HBK Sorce Advisory LLC 92,557 -3.63 28,131 6.57
2025-07-22 13F Team Financial Group, LLC 67 -91.82 20 -91.11
2025-07-30 13F Cambridge Capital Management, Llc 1,154 -0.69 351 9.72
2025-08-01 13F Chilton Capital Management Llc 1,510 -7.65 459 2.00
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 84,307 -0.35 26 8.70
2025-07-07 13F HMS Capital Management, LLC 964 -39.52 293 -25.89
2025-08-14 13F Wick Capital Partners, LLC 65,464 -44.73 37,620 15.56
2025-07-16 13F Bright Financial Advisors, Inc. 14,973 -1.51 4,551 8.90
2025-07-31 13F Darden Wealth Group Inc 3,583 -1.67 1,089 8.79
2025-08-14 13F Frisch Financial Group, Inc. 4,463 -8.24 1 0.00
2025-08-11 13F Howard Wealth Management, Llc 7,354 -1.24 2,235 9.19
2025-08-14 13F Tennessee Valley Asset Management Partners 138,803 -8.52 42,186 1.17
2025-07-17 13F Poinciana Advisors Group, Llc 3,441 -9.16 1,046 0.38
2025-08-01 13F Clark Asset Management, LLC 52,550 -14.06 15,972 -4.96
2025-08-07 13F Davis R M Inc 56,073 -1.27 17,042 9.18
2025-07-11 13F Great Waters Wealth Management 1,752 -1.07 532 9.47
2025-08-14 13F Valley Financial Group, Inc. 15,485 -3.67 4,706 6.54
2025-07-08 13F Granite Bay Wealth Management, LLC 1,181 -0.17 0
2025-07-03 13F Fiduciary Financial Group, Llc 27,760 -0.27 8,437 17.74
2025-08-12 13F Tarbox Family Office, Inc. 18,879 -0.70 5,738 9.80
2025-08-14 13F Dividend Asset Capital, Llc 0 -100.00 0
2025-08-05 13F Pointe Capital Management LLC 2,812 -5.48 855 4.53
2025-08-14 13F Strategic Wealth Designers 108 -99.80 33 -99.79
2025-08-14 13F Vista Investment Management 4,758 -0.44 1,446 10.13
2025-04-23 13F Sabal Trust CO 20,538 -0.48 5,645 -5.63
2025-07-15 13F First City Capital Management, Inc. 0 -100.00 0
2025-07-16 13F Signature Resources Capital Management, LLC 721 -27.54 219 -19.78
2025-07-17 13F Fiduciary Advisors, Inc. 7,100 -5.18 2,158 4.91
2025-05-06 13F WESPAC Advisors SoCal, LLC 0 -100.00 0
2025-07-10 13F Triangle Securities Wealth Management 1,368 -4.47 416 5.60
2025-07-29 13F Ballast, Inc. 725 -32.87 220 -25.68
2025-07-23 13F Gerber, Llc 14,285 -5.24 4,342 4.78
2025-07-21 13F Montz Harcus Wealth Management LLC 1,190 -0.92 362 9.73
2025-08-12 13F Wayfinding Financial, LLC 1,723 -6.10 1
2025-07-15 13F Fifth Third Bancorp 302,657 -7.40 91,987 2.40
2025-08-13 13F Bollard Group LLC 3,334 -8.15 1
2025-07-15 13F Optima Capital Llc 19,003 -2.43 5,783 8.03
2025-08-14 13F Treasure Coast Financial Planning 12,360 -7.30 3,757 2.51
2025-07-14 13F Farmers Trust Co 4,327 -1.75 1,315 8.68
2025-08-14 13F Intrepid Family Office Llc 30,000 -45.45 9,118 -39.69
2025-08-14 13F Quantum Capital Management, LLC / NJ 154 -4.35 47 4.55
2025-08-01 13F Auto-Owners Insurance Co 21,000 -97.51 6,383 -84.09
2025-08-04 13F Linscomb & Williams, Inc. 152,708 -3.56 46,413 6.65
2025-07-10 13F Jackson Square Capital, Llc 1,432 -21.88 435 -13.52
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 2,203 -2.87 670 7.38
2025-07-25 13F Fifth Third Wealth Advisors LLC 14,828 -36.29 4,507 -29.55
2025-08-13 13F Fort Sheridan Advisors Llc 5,804 -4.59 1,764 5.51
2025-07-23 13F Sachetta, LLC 1,700 -10.29 517 -0.77
2025-07-15 13F McAdam, LLC 8,861 -7.35 2,693 2.47
2025-07-31 13F Schoolcraft Capital LLC 1,412 -34.54 429 -27.53
2025-08-14 13F Broadleaf Partners, LLC 1,797 -15.20 546 -6.19
2025-08-06 13F Columbia River Financial Group, LLC 0 -100.00 0
2025-05-12 13F Harvest Investment Advisors, LLC 0 -100.00 0
2025-08-04 13F Center for Financial Planning, Inc. 7,582 -0.49 2,304 10.03
2025-08-15 13F WealthCollab, LLC 48,761 -6.12 14,820 3.81
2025-07-30 13F Birch Hill Investment Advisors LLC 836 -0.59 254 9.96
2025-07-30 13F Klingman & Associates, LLC 46,249 -1.08 14,056 9.39
2025-08-08 13F Collaborative Wealth Managment Inc. 7,070 -0.01 2,149 10.55
2025-08-05 13F Sulzberger Capital Advisors, Inc. 10,676 -17.09 3,245 -8.31
2025-07-28 13F RCS Financial Planning, LLC 3,178 -26.35 969 -18.38
2025-08-15 13F/A Florida Financial Advisors, Llc 3,393 -0.53 1,031 10.03
2025-05-06 13F American Financial & Tax Strategies Inc 0 -100.00 0
2025-08-05 13F Burney Co/ 3,129 -16.80 951 -7.94
2025-08-14 13F Clarity Capital Advisors, LLC 40,804 -5.49 12,401 4.52
2025-07-21 13F Precedent Wealth Partners, Llc 81,512 -2.33 24,774 8.01
2025-08-13 13F SageView Advisory Group, LLC 48,049 -5.88 15,068 7.40
2025-07-22 13F Wealthcare Capital Management Llc 1,182,371 -4.11 359,358 6.04
2025-08-07 13F Kestra Private Wealth Services, Llc 70,209 -11.80 21,339 -2.46
2025-07-18 13F SigFig Wealth Management, LLC 26,260 -1.93 7,941 20.30
2025-08-01 13F Planning Directions Inc 0 -100.00 0
2025-05-14 13F Legend Financial Advisors, Inc. 0 -100.00 0
2025-07-15 13F North Star Investment Management Corp. 142,721 -2.78 43,377 7.51
2025-08-19 13F National Asset Management, Inc. 25,287 -38.04 7,685 -35.03
2025-08-04 13F REDW Wealth LLC 80,771 -44.27 24,549 -38.37
2025-08-11 13F Berkeley, Inc 4,315 -2.18 1,312 8.17
2025-05-15 13F Angeles Investment Advisors, LLC 0 -100.00 0 -100.00
2025-07-09 13F Breakwater Investment Management 120,263 -0.58 36,552 9.94
2025-08-06 13F Strategic Financial Partners, Ltd. 10,258 -1.48 3,118 8.95
2025-08-18 13F Brick & Kyle, Associates 4,777 -0.77 2 0.00
2025-08-14 13F Headlands Technologies LLC 2,723 -82.64 828 -80.82
2025-08-05 13F Scarborough Advisors, LLC 0 -100.00 0
2025-08-14 13F Lebenthal Global Advisors, LLC 38,940 -10.08 11,835 -0.56
2025-07-02 13F Central Pacific Bank - Trust Division 537 -1.65 163 8.67
2025-07-23 13F Detalus Advisors, LLC 2,335 -0.38 710 10.09
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 52,042 -1.79 15,904 9.20
2025-05-13 13F Oak Grove Capital LLC 0 -100.00 0 -100.00
2025-07-31 13F Carnegie Capital Asset Management, LLC 32,140 -0.17 9,768 21.92
2025-08-12 13F Atlas Capital Advisors Llc 21,002 -34.97 6,383 -28.10
2025-08-12 13F Archer Investment Corp 9,926 -0.88 3,017 9.59
2025-08-06 13F Miller Investment Management, LP 11,232 -0.20 3,414 10.35
2025-07-10 13F Websterrogers Financial Advisors, Llc 1,924 -0.31 585 10.19
2025-08-13 13F Capital Advisors Wealth Management, LLC 16,539 -1.82 5,027 8.58
2025-08-04 13F Integrity Alliance, Llc. 14,991 -17.82 4,556 -9.12
2025-07-17 13F Montis Financial, LLC 20,258 -10.68 6,157 -1.22
2025-07-29 13F Hoese & Co LLP 12,206 -5.18 3,710 4.86
2025-08-14 13F Coastal Bridge Advisors, LLC 4,005 -26.61 1,217 -18.81
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 579,864 -8.68 176,238 0.99
2025-08-13 13F JRM Investment Counsel, LLC 0 -100.00 0
2025-07-21 13F Cromwell Holdings LLC 0 -100.00 0
2025-08-08 13F Carl P. Sherr & Co., LLC 11,659 -0.03 3,544 10.55
2025-07-09 13F Veracity Capital LLC 2,199 -1.74 668 8.79
2025-07-22 13F Awm Capital, Llc 1,295 -15.96 395 -6.86
2025-08-11 13F CBIZ Investment Advisory Services, LLC 24,122 -6.49 7,353 3.71
2025-08-14 13F Paragon Private Wealth Management, LLC 8,537 -11.22 2,595 -1.82
2025-08-13 13F Sepio Capital, LP 5,788 -3.61 1,759 6.61
2025-07-21 13F Credential Qtrade Securities Inc. 0 -100.00 0 -100.00
2025-07-30 13F Avidian Wealth Solutions, LLC 7,353 -19.20 2,235 -10.64
2025-08-12 13F Cutter & CO Brokerage, Inc. 0 -100.00 0
2025-04-25 13F Kieckhefer Group Llc 0 -100.00 0
2025-08-13 13F Per Stirling Capital Management, LLC. 3,015 -4.19 916 5.90
2025-07-23 13F Asset Planning Corporation 5,431 -0.66 1,651 9.85
2025-07-14 13F Pacifica Partners Inc. 7,170 -4.65 2,175 9.52
2025-08-06 13F DDFG, Inc 990 -1.88 301 8.30
2025-08-01 13F Strategic Financial Services, Inc, 8,366 -1.37 2,543 9.05
2025-08-05 13F EPG Wealth Management LLC 2,981 -9.23 906 0.44
2025-08-15 13F Keel Point, LLC 12,827 -1.81 3,898 8.58
2025-08-12 13F Journey Strategic Wealth Llc 15,390 -8.13 4,678 1.59
2025-07-21 13F Trellis Wealth Advisors LLC 86,489 -0.27 26,287 10.28
2025-07-21 13F AEGON USA Investment Management, LLC 293,601 -2.24 89,234 8.10
2025-08-14 13F Constant Guidance Financial LLC 2,716 -3.24 825 7.00
2025-07-07 13F Roxbury Financial LLC 838 -2.10 255 1.60
2025-08-15 13F/A Rakuten Securities, Inc. 1,927 -53.47 586 -48.59
2025-08-08 13F Woodley Farra Manion Portfolio Management Inc 1,385 -7.05 422 3.18
2025-07-15 13F Evanson Asset Management, LLC 159,466 -0.27 48,467 10.29
2025-08-07 13F Blackston Financial Advisory Group, LLC 41,175 -3.41 12,514 6.81
2025-08-08 13F Sensible Financial Planning & Management, LLC. 79,414 -0.09 24,136 10.48
2025-07-16 13F Advisors Management Group Inc /adv 10,061 -1.79 3 50.00
2025-07-10 13F Worth Asset Management, LLC 2,496 -50.47 759 -45.23
2025-07-28 13F RFG Advisory, LLC 43,051 -38.16 13,084 -31.62
2025-07-17 13F Paradigm Financial Partners, Llc 1,531 -0.13 465 10.45
2025-08-08 13F Capstone Financial Advisors, Inc. 942,276 -1.94 286,386 8.44
2025-08-01 13F Pasadena Private Wealth, LLC 7,028 -7.87 2,136 1.86
2025-08-12 13F Harbor Advisory Corp /ma/ 3,277 -1.80 996 8.51
2025-07-16 13F Evergreen Private Wealth LLC 545 -28.66 166 -21.05
2025-07-16 13F Taiyo Life Insurance Co 211,800 -48.44 64 -42.86
2025-08-13 13F Fiduciary Group LLC 12,785 -5.72 3,886 4.27
2025-07-14 13F Seed Wealth Management, Inc. 7,615 -2.56 2,314 7.78
2025-08-07 13F BOK Financial Private Wealth, Inc. 18,644 -0.63 5,683 10.22
2025-08-14 13F Goldman Sachs Group Inc 2,328,192 -0.64 707,607 9.88
2025-07-22 13F Ellenbecker Investment Group 782 -11.54 238 -2.47
2025-07-17 13F Coastline Trust Co 56,007 -1.71 17,022 8.70
2025-07-24 13F Villere St Denis J & Co Llc 1,141 -12.30 347 -3.08
2025-07-30 NP TAX - Cambria Tax Aware ETF 11,907 -5.03 3,452 -6.02
2025-08-08 13F RAM Investment Partners, LLC 4,465 -0.04 1,357 10.59
2025-07-08 13F ShankerValleau Wealth Advisors, Inc. 0 -100.00 0
2025-08-14 13F Wimmer Associates 1, Llc 20,020 -2.10 6,085 2.87
2025-08-28 NP TFAGX - TFA AlphaGen Growth Fund Class I 16,000 -24.53 4,863 -16.55
2025-08-14 13F Tudor Financial Inc. 859 -3.37 261 6.97
2025-07-29 13F AssuredPartners Investment Advisors, LLC 8,016 -69.50 2,436 -66.27
2025-07-03 13F Lam Group, Inc. 15,907 -1.85 4,835 8.53
2025-07-23 13F Prime Capital Investment Advisors, LLC 1,192,935 -4.29 362,569 5.84
2025-07-31 13F Prudent Man Advisors, LLC 136,825 -18.48 41,585 -9.85
2025-07-22 13F Valley National Advisers Inc 5,295 -1.10 2 0.00
2025-08-05 13F Benningfield Financial Advisors, Llc 46,550 -0.11 14,149 10.48
2025-07-31 13F University of Maryland Foundation, Inc. 0 -100.00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 877,260 -2.84 266,855 7.54
2025-07-23 13F WESPAC Advisors, LLC 1,463 -0.75 445 9.63
2025-07-22 13F SOL Capital Management CO 15,529 -18.82 5 -20.00
2025-07-16 13F Octavia Wealth Advisors, LLC 6,248 -15.46 1,905 -6.25
2025-07-22 13F Inlight Wealth Management, LLC 128 -20.99 39 -13.64
2025-05-12 13F Ardent Capital Management, Inc. 0 -100.00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 13,000 -6.72 3,963 3.45
2025-08-06 13F Long Run Wealth Advisors, LLC 13,966 -5.60 4,245 4.38
2025-08-04 13F/A 626 Financial, LLC 12,495 -1.71 3,798 8.70
2025-05-09 13F Keeler THomas Management LLC 0 -100.00 0 -100.00
2025-07-21 13F Hilltop National Bank 3,261 -1.24 991 3.66
2025-07-17 13F Sfm, Llc 8,086 -0.96 2,458 9.54
2025-07-16 13F Beaumont Financial Advisors, LLC 11,630 -1.90 3,535 8.47
2025-07-17 13F Patton Albertson Miller Group, Llc 30,505 -0.58 9,271 9.94
2025-08-11 13F Empowered Funds, LLC 34,232 -12.35 10,404 -3.07
2025-05-13 13F Granite Harbor Advisors, Inc. 0 -100.00 0
2025-07-22 13F Wealthcare Capital Partners, LLC 71,086 -0.33 21,605 10.22
2025-07-01 13F Kera Capital Partners, Inc. 1,875 -24.82 570 -16.79
2025-08-13 13F McCollum Christoferson Group LLC 1,311 -2.24 398 8.15
2025-07-09 13F Baron Financial Group, LLC 6,090 -2.33 1,851 8.00
2025-08-07 13F Parkside Financial Bank & Trust 9,309 -4.18 2,829 5.96
2025-07-31 13F Red Wave Investments LLC 139,901 -4.48 42,520 5.63
2025-07-14 13F Farmers & Merchants Investments Inc 9,332 -0.21 2,836 10.35
2025-07-18 13F Ewa, Llc 2,165 -1.59 658 8.77
2025-08-12 13F Twin Focus Capital Partners, Llc 230,270 -0.60 69,986 9.92
2025-08-04 13F FRG Family Wealth Advisors LLC 142,950 -0.15 43,447 10.41
2025-07-25 13F Community Bank, N.A. 6,974 -87.16 2,120 -85.80
2025-07-31 13F/A Interchange Capital Partners, LLC 5,793 -12.97 1,761 -3.77
2025-07-25 13F Concord Wealth Partners 5,518 -1.29 1,677 9.11
2025-07-23 13F Canopy Partners, LLC 41,488 -4.22 12,610 5.91
2025-08-21 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-08-12 13F Heritage Trust Co 864 -3.25 263 6.94
2025-07-22 13F Unique Wealth, Llc 5,355 -2.85 1,627 7.46
2025-07-31 13F Northstar Asset Management Inc 997 -2.92 303 7.45
2025-08-06 13F Csenge Advisory Group 17,946 -4.68 5,202 6.80
2025-07-24 13F Tandem Capital Management Corp /adv 2,949 -0.34 896 10.21
2025-04-10 13F Presilium Private Wealth, Llc 0 -100.00 0
2025-07-30 13F Onyx Bridge Wealth Group LLC 32,876 -1.63 9,992 8.78
2025-07-16 13F John W. Brooker & Co., CPAs 1,341 -92.79 413 -91.92
2025-08-04 13F Pensionmark Financial Group, Llc 67,146 -1.15 20,408 9.32
2025-07-30 13F Principle Wealth Partners Llc 84,774 -0.05 25,765 10.53
2025-05-14 13F Clarkston Capital Partners, LLC 0 -100.00 0
2025-07-08 13F Atlas Brown,Inc. 33,576 -0.53 10,205 9.99
2025-07-28 13F BRYN MAWR TRUST Co 401,550 -7.46 122,043 2.34
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-04-28 13F Fedenia Advisers LLC 0 -100.00 0
2025-07-25 13F Kellett Schaffner Wealth Advisors LLC 1,339 -1.69 407 8.56
2025-08-13 13F Rsm Us Wealth Management Llc 203,662 -1.07 62,084 9.73
2025-08-06 13F Capasso Planning Partners LLC 6,238 -35.62 1,896 -28.78
2025-05-14 13F Cornerstone Select Advisors, LLC 0 -100.00 0
2025-08-06 13F Black Swift Group, LLC 932 -1.06 283 9.69
2025-07-21 13F Stock Yards Bank & Trust Co 33,648 -42.06 10,227 -35.93
2025-07-28 13F Prairie Sky Financial Group LLC 41,188 -0.96 12,518 9.53
2025-07-01 13F Legacy Wealth Management, LLC / MS 12,324 -4.05 3,746 6.09
2025-07-15 13F Forte Capital Llc /adv 31,569 -6.65 9,595 3.23
2025-07-16 13F Cabana Llc 0 -100.00 0
2025-08-14 13F Novus Advisors, Llc 2,814 -75.00 855 -72.36
2025-08-11 13F Resurgent Financial Advisors LLC 3,037 -0.69 923 9.76
2025-08-18 13F Tyler-Stone Wealth Management 22,285 -3.38 6,773 6.85
2025-04-10 13F Platt Investment Counsel, LLC 0 -100.00 0
2025-07-29 13F Spreng Capital Management, Inc. 3,363 -4.05 1,022 6.13
2025-08-14 13F Abbot Financial Management, Inc. 1,406 -2.83 427 7.56
2025-08-14 13F LaSalle St. Investment Advisors, LLC 16,443 -89.64 5 -90.70
2025-05-07 13F Magnolia Wealth Management, LLC 177,004 -0.71 48,648 -5.84
2025-08-06 13F North Capital, Inc. 1,187 -5.34 361 4.65
2025-08-08 13F Family Firm, Inc. 0 -100.00 0
2025-08-12 13F Park Square Financial Group, LLC 804 -16.34 244 -7.58
2025-07-08 13F FF Advisors,LLC 10,809 -0.20 3,285 9.87
2025-07-17 13F DiNuzzo Private Wealth, Inc. 2,008 -0.05 610 10.51
2025-08-05 13F Gould Asset Management Llc /ca/ 1,155 -11.15 351 -1.68
2025-05-14 13F Peak6 Llc Call 0 -100.00 0 -100.00
2025-05-07 13F Ameraudi Asset Management, Inc. 0 -100.00 0
2025-07-21 13F Monticello Wealth Management, Llc 28,595 -0.28 8,691 10.27
2025-07-25 13F Gw Henssler & Associates Ltd 3,791 -4.22 1,152 5.98
2025-05-14 13F Peak6 Llc Put 0 -100.00 0 -100.00
2025-08-11 13F Lake Street Financial Llc 3,531 -18.75 1,073 -10.13
2025-08-05 13F Hills Bank & Trust Co 14,162 -1.67 4,304 8.74
2025-07-16 13F Paragon Capital Management Ltd 1,569 -2.12 477 8.41
2025-07-16 13F Encompass Wealth Advisors, Llc 1,635 -8.35 497 1.22
2025-07-24 13F/A TFR Capital, LLC. 904 -16.68 275 -8.05
2025-07-16 13F Asset Allocation & Management Company, LLC 178,507 -0.73 54 10.20
2025-08-11 13F Perennial Investment Advisors, LLC 41,326 -0.88 12,561 9.60
2025-08-12 13F Long Island Wealth Management, Inc. 56,278 -2.18 17,105 8.18
2025-08-12 13F Meridian Wealth Advisors, LLC 4,565 -5.23 1,387 4.84
2025-08-18 13F N.E.W. Advisory Services LLC 650,245 -13.76 197,629 -4.64
2025-07-30 13F Cornerstone Advisory, LLC 4,079 -0.44 1,240 10.04
2025-08-13 13F Virtue Capital Management, LLC 2,882 -30.55 876 -23.18
2025-07-24 13F Cross Staff Investments Inc 4,315 -0.46 1,312 10.08
2025-07-17 13F SeaBridge Investment Advisors LLC 12,007 -13.50 3,649 -4.33
2025-08-12 13F Fortem Financial Group, Llc 1,047 -24.35 318 -16.32
2025-07-16 13F West Branch Capital LLC 1,067 -7.46 324 2.53
2025-07-14 13F Seascape Capital Management 1,147 -0.86 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 5,230 -23.17 1,590 -15.03
2025-08-12 13F Cook Wealth Management Group Llc 0 -100.00 0
2025-07-15 13F Legacy Financial Group LLC 2,107 -19.76 640 -11.23
2025-08-13 13F Millstone Evans Group, LLC 65 -80.88 20 -79.57
2025-08-08 13F Creative Planning 6,351,163 -2.88 1,930,309 7.40
2025-08-08 13F Emerald Investment Partners, Llc 2,753 -18.28 837 -9.62
2025-07-17 13F Smith Chas P & Associates Pa Cpas 2,931 -4.87 891 5.20
2025-08-11 13F Aspen Investment Management Inc 2,567 -3.79 1
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-08-06 13F Valued Wealth Advisors LLC 839 -0.83 256 9.91
2025-05-15 13F Concorde Asset Management, LLC 995 -12.57 268 -18.84
2025-04-10 13F Salvus Wealth Management, LLC 0 -100.00 0
2025-07-16 13F Falcon Wealth Planning 6,046 -5.00 1,838 5.03
2025-08-05 13F Sunburst Financial Group, LLC 4,366 -0.09 1,327 10.50
2025-08-07 13F Meeder Advisory Services, Inc. 1,958 -10.76 595 -1.33
2025-08-13 13F Annandale Capital, LLC Put 0 -100.00 0
2025-08-08 13F KM Capital Management Ltd. 735 -11.02 223 -1.76
2025-08-14 13F Ameriprise Financial Inc 2,261,816 -7.37 687,713 2.72
2025-08-14 13F Garden State Investment Advisory Services LLC 2,173 -2.42 663 8.17
2025-08-06 13F Bensler, LLC 1,185 -0.67 360 10.09
2025-08-12 13F MAI Capital Management 355,582 -1.07 108,072 9.40
2025-08-06 13F Pekin Hardy Strauss, Inc. 885 -86.54 269 -85.17
2025-08-12 13F Titleist Asset Management, Llc 54,226 -10.73 16,481 -1.28
2025-08-15 13F Cooksen Wealth, LLC 64 -3.03 19 11.76
2025-07-29 13F Stephens Inc /ar/ 711,937 -12.93 216,379 -3.71
2025-07-17 13F Neumann Capital Management, LLC 6,981 -6.81 2,122 3.06
2025-07-22 13F Strid Group, LLC 16,284 -2.94 4,949 7.35
2025-07-30 13F Black Diamond Financial, LLC 18,929 -6.56 5,753 3.32
2025-07-07 13F TruWealth Advisors, LLC 358,472 -25.21 108,950 -17.29
2025-08-13 13F Portland Global Advisors LLC 56,458 -0.21 17,159 10.35
2025-04-23 13F Sunesis Advisors, LLC 264,854 -1.72 72,792 -6.80
2025-08-14 13F Qube Research & Technologies Ltd 3,763 -86.35 1,144 -84.91
2025-08-06 13F Cannon Financial Strategists, Inc. 68,579 -3.11 20,843 7.15
2025-07-09 13F Praetorian Wealth Management, Inc. 0 -100.00 0
2025-08-14 13F Harvest Investment Services, LLC 813 -10.56 247 -0.80
2025-08-14 13F Pennington Partners & Co., Llc 154,643 -3.28 47,142 7.28
2025-07-11 13F Walker Financial Services, Inc. 1,056 -0.85 321 9.59
2025-08-14 13F Icon Wealth Advisors, LLC 10,587 -7.47 3,218 2.32
2025-07-21 13F Capital Planning LLC 4,905 -3.24 1,495 7.32
2025-08-07 13F Sanchez Wealth Management Group 804 -24.51 244 -16.44
2025-07-17 13F Smith Anglin Financial, LLC 0 -100.00 0
2025-07-18 13F First Pacific Financial 3,309 -2.27 1,006 8.06
2025-08-14 13F Federation des caisses Desjardins du Quebec 45,900 -9.67 13,950 -0.11
2025-07-18 13F Hudson Value Partners, LLC 17,730 -27.12 5,389 -19.40
2025-07-25 13F St. Louis Trust Co 232,487 -0.12 70,660 10.46
2025-08-12 13F Quadcap Wealth Management, LLC 12,795 -4.89 3,889 5.19
2025-08-13 13F Elgethun Capital Management 2,350 -3.25 714 7.05
2025-08-14 13F Principia Wealth Advisory, LLC 1,282 -1.99 390 10.83
2025-07-30 13F Bogart Wealth, LLC 17,370 -1.75 5,279 8.64
2025-08-08 13F Smithfield Trust Co 107,511 -0.02 33 10.34
2025-07-15 13F Riverbridge Partners Llc 794 -20.84 241 -12.36
2025-08-07 13F Strategy Asset Managers Llc 725 -30.36 220 -23.08
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0
2025-05-09 13F Sound Financial Strategies Group, LLC 0 -100.00 0
2025-07-30 13F Evermay Wealth Management Llc 38,213 -3.07 11,634 7.37
2025-07-21 13F Sageworth Trust Co of South Dakota 58,723 -0.29 17,848 10.26
2025-07-10 13F Sovran Advisors, LLC 6,071 -60.94 1,855 -53.87
2025-07-16 13F Gradient Capital Advisors, LLC 3,926 -0.83 1,193 9.65
2025-07-07 13F Insight Wealth Strategies, LLC 780 -3.11 237 7.24
2025-08-14 13F Unio Capital LLC 0 -100.00 0
2025-07-15 13F Alpha Omega Wealth Management LLC 9,008 -1.10 2,738 9.35
2025-06-26 NP HF - DGA Absolute Return ETF 4,925 -52.51 1,344 -56.62
2025-07-21 13F Compass Planning Associates Inc 19,752 -1.49 6,003 8.95
2025-07-28 13F Axxcess Wealth Management, Llc 49,539 -2.92 15,056 7.36
2025-08-14 13F Knightsbridge Asset Management, Llc 1,905 -25.15 579 -17.31
2025-07-10 13F Focus Financial Network, Inc. 31,757 -1.13 9,681 9.66
2025-07-21 13F Intrinsic Value Partners, LLC 2,501 -5.37 760 4.68
2025-07-14 13F ABLE Financial Group, LLC 23,105 -1.69 7,022 8.72
2025-08-07 13F Cascade Financial Partners, LLC 50,663 -7.77 15,398 1.99
2025-07-24 13F FinDec Wealth Services, Inc. 8,603 -24.17 2,615 -16.16
2025-08-13 13F VestGen Advisors, LLC 515,746 -1.87 158,090 9.45
2025-08-11 13F Cornerstone Planning Group LLC 720 -60.59 222 -53.85
2025-07-14 13F AdvisorNet Financial, Inc 70,058 -13.09 21,293 -3.89
2025-08-13 13F First Trust Advisors Lp 13,024 -2.10 3,958 8.26
2025-08-12 13F Belmont Capital, LLC 8,000 -5.97 2,431 3.98
2025-07-22 13F Tandem Investment Partners LLC 15,133 -0.53 4,599 10.00
2025-07-25 13F Hemington Wealth Management 151,126 -5.36 46 4.65
2025-05-15 13F CAPROCK Group, Inc. 869,795 -3.78 239,055 -8.75
2025-08-01 13F Belvedere Trading LLC Call 0 -100.00 0
2025-08-07 13F Proficio Capital Partners LLC 59,929 -2.04 18,214 8.28
2025-07-31 13F Planning Center, Inc. 1,818 -2.36 552 8.02
2025-05-14 13F Lionshead Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Bragg Financial Advisors, Inc 11,457 -2.00 3,482 8.37
2025-07-10 13F Trust Point Inc. 34,407 -0.36 10,457 10.19
2025-08-14 13F Hrt Financial Lp 330,267 -2.03 100 8.70
2025-08-14 13F Karpus Management, Inc. 137,997 -2.87 41,941 7.41
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 27,546 -2.94 8,372 7.33
2025-07-18 13F Wiser Wealth Management, Inc 4,266 -19.52 1,297 -11.05
2025-04-25 13F TBH Global Asset Management, LLC 0 -100.00 0 -100.00
2025-08-04 13F Bordeaux Wealth Advisors LLC 146,892 -2.70 44,645 7.59
2025-08-11 13F Hopwood Financial Services, Inc. 5,456 -10.97 1,658 -1.54
2025-07-08 13F Legacy Private Trust Co. 519,823 -5.04 157,990 5.01
2025-07-11 13F First PREMIER Bank 121,647 -0.49 37 9.09
2025-07-30 13F BlueChip Wealth Advisors LLC 2,218 -0.36 674 10.31
2025-08-01 13F Oarsman Capital, Inc. 5,901 -18.05 1,794 -9.40
2025-08-14 13F Balyasny Asset Management Llc 0 -100.00 0
2025-08-14 13F Paradigm Capital Management, LLC/NV 1,848 -2.38 1
2025-08-14 13F Two Sigma Securities, Llc 0 -100.00 0
2025-07-15 13F Oregon Pacific Wealth Management, LLC 2,648 -18.50 805 -9.87
2025-07-29 13F Goldstein Advisors, LLC 6,025 -35.79 1,831 -28.98
2025-08-11 13F Tidemark, LLC 3,366 -4.67 1,023 5.46
2025-08-04 13F Joseph P. Lucia & Associates, LLC 725 -9.38 220 0.46
2025-07-31 13F 3EDGE Asset Management, LP 0 -100.00 0
2025-08-13 13F Elios Financial Group Inc. 2,060 -0.05 626 10.60
2025-07-23 13F REAP Financial Group, LLC 137,608 -1.89 41,823 8.50
2025-07-23 13F Viewpoint Capital Management LLC 213 -27.80 65 -20.99
2025-08-12 13F Cornerstone Wealth Management, LLC 56,219 -2.13 17,087 8.23
2025-04-28 13F Mainstream Capital Management LLC 0 -100.00 0
2025-07-29 13F Vectors Research Management, LLC 2,052 -0.29 624 10.27
2025-08-07 13F Rossmore Private Capital 6,824 -20.41 2,074 -11.97
2025-07-22 13F Foguth Wealth Management, LLC. 13,906 -43.30 4,226 -37.30
2025-08-14 13F Diversify Advisory Services, LLC 25,811 -19.94 8,160 -7.18
2025-08-14 13F Hurley Capital, LLC 4,181 -1.46 1,271 8.92
2025-07-24 13F Columbia Advisory Partners Llc 5,454 -6.43 1,658 3.43
2025-07-29 13F Straight Path Wealth Management 685 -15.12 208 -5.88
2025-08-15 13F Johns Hopkins University 1,093 -21.82 332 -13.54
2025-07-30 13F EnRich Financial Partners LLC 1,517 -1.43 461 8.98
2025-07-31 13F LongView Asset Management LLC 671 -28.69 204 -21.32
2025-07-18 13F Loudon Investment Management, LLC 3,224 -9.54 980 0.00
2025-08-01 13F Belvedere Trading LLC 0 -100.00 0
2025-07-30 13F Drive Wealth Management, Llc 12,257 -1.92 3,736 8.79
2025-08-13 13F Coco Enterprises, LLC 10,093 -0.06 3,068 24.62
2025-07-22 13F Diligent Investors, LLC 1,601 -3.20 487 7.05
2025-07-07 13F Investors Research Corp 101 -72.25 31 -70.00
2025-08-12 13F Associated Banc-corp 52,259 -7.26 15,883 2.56
2025-04-09 13F Weybosset Research & Management Llc 0 -100.00 0
2025-07-14 13F BetterWealth, LLC 1,290 -14.00 392 -5.10
2025-07-22 13F Coastal Investment Advisors, Inc. 5,752 -1.20 1,748 9.25
2025-07-31 13F LJI Wealth Management, LLC 90,253 -21.92 27,431 -13.65
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 3,285 -4.28 999 5.83
2025-08-07 13F Resources Investment Advisors, LLC. 180,110 -0.39 54,741 10.15
2025-07-28 13F IFG Advisors, LLC 5,156 -2.68 1,567 7.62
2025-07-23 13F Armbruster Capital Management, Inc. 3,067 -4.87 932 5.19
2025-07-11 13F Afg Fiduciary Services Limited Partnership 2,698 -0.07 820 13.26
2025-07-21 13F Keb Asset Management, Llc 7,794 -0.89 2,369 9.58
2025-04-08 13F Avondale Wealth Management 0 -100.00 0
2025-08-14 13F Wells Fargo & Company/mn 5,677,559 -3.52 1,725,581 6.69
2025-07-23 13F Fulton Breakefield Broenniman Llc 8,644 -1.28 2,627 9.19
2025-07-17 13F Sage Rhino Capital Llc 29,086 -0.88 8,840 9.61
2025-08-01 13F Delta Investment Management, LLC 1,886 -1.98 573 8.52
2025-07-24 13F Rice Partnership, LLC 5,495 -16.20 1,670 -7.33
2025-08-28 NP TFAFX - Tactical Growth Allocation Fund Class I 3,000 -23.08 912 -14.94
2025-07-30 13F Strategic Investment Management, Llc 0 -100.00 0
2025-07-10 13F Signal Advisors Wealth, LLC 33,319 -18.56 10,127 -9.94
2025-07-31 13F First Business Financial Services, Inc. 902,062 -0.04 274,164 10.54
2025-08-08 13F Flaharty Asset Management, LLC 994 -5.33 302 4.86
2025-08-06 13F Rps Advisory Solutions Llc 0 -100.00 0
2025-07-07 13F RDA Financial Network 6,964 -0.44 2,116 10.09
2025-04-15 13F Collier Financial 1,198 -1.40 329 -6.27
2025-08-19 13F Anchor Investment Management, LLC 10,623 -6.43 3,229 3.46
2025-07-22 13F Gutierrez Wealth Advisory, LLC 3,763 -0.08 1,144 10.43
2025-07-21 13F Pacific Financial Group Inc 4,841 -3.87 1,471 6.29
2025-07-07 13F Rf&l Wealth Management, Llc 15,615 -0.79 4,746 9.71
2025-07-21 13F Segment Wealth Management, LLC 318,896 -0.66 96,922 9.85
2025-08-13 13F ESL Trust Services, LLC 2,960 -1.66 900 8.71
2025-07-30 13F Whittier Trust Co 15,675 -0.70 4,764 9.80
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 42,239 -4.47 12,874 5.94
2025-08-13 13F Avestar Capital, LLC Call 0 -100.00 0 -100.00
2025-08-06 13F Kcm Investment Advisors Llc 220,458 -0.72 67,004 9.79
2025-07-09 13F Bank of New Hampshire 3,031 -0.62 921 9.90
2025-07-15 13F Norden Group Llc 1,739 -19.57 529 -11.11
2025-08-12 13F Main Management LLC 468 -58.69 0
2025-07-08 13F Richard P Slaughter Associates Inc 2,332 -15.81 709 -6.96
2025-07-21 13F Exchange Capital Management, Inc. 8,120 -11.57 2,468 -2.22
2025-08-18 13F Old North State Trust, LLC 1,022 -91.98 0 -100.00
2025-05-15 13F Macquarie Group Ltd 0 -100.00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-07-24 13F PayPay Securities Corp 30 -3.23 9 12.50
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 1,034 -1.24 314 16.73
2025-08-14 13F Diversify Wealth Management, Llc 5,313 -20.84 1,680 -8.25
2025-08-11 13F Johnson Financial Group, LLC 175,016 -2.28 53,193 8.07
2025-08-13 13F Invesco Ltd. 0 -100.00 0
2025-07-15 13F Hall Laurie J Trustee 26,529 -0.50 8,063 10.03
2025-07-21 13F 25 Llc 1,210 -12.57 368 -3.42
2025-08-12 13F Wealth Dimensions Group, Ltd. 4,450 -0.47 1,352 10.10
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 4,616 -3.15 1,403 7.10
2025-08-11 13F Shufro Rose & Co Llc 32,592 -1.28 8,958 -1.29
2025-07-15 13F World Equity Group, Inc. 2,839 -15.05 863 -6.10
2025-07-31 13F Strait & Sound Wealth Management LLC 1,185 -1.82 360 8.76
2025-07-03 13F Sage Capital Advisors,llc 3,642 -2.33 1,107 8.01
2025-08-11 13F Dorsey & Whitney Trust CO LLC 62,675 -0.10 19,049 10.47
2025-07-11 13F Addis & Hill, Inc 67,873 -7.92 20,629 1.82
2025-07-14 13F Sweeney & Michel, Llc 3,829 -9.67 1,176 13.75
2025-07-28 13F Twin Tree Management, LP Call 0 -100.00 0
2025-08-01 13F Equita Financial Network, Inc. 140,976 -1.26 42,847 9.18
2025-08-08 13F Breed's Hill Capital LLC 125,136 -0.37 38,033 10.18
2025-08-06 13F Prospera Financial Services Inc 82,686 -0.75 25,142 9.76
2025-08-05 13F Crestwood Advisors Group LLC 18,160 -0.59 5,519 9.94
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 -100.00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 493,495 -6.09 149,988 3.85
2025-07-14 13F BlueSky Wealth Advisors, LLC 5,583 -4.86 1,697 5.21
2025-05-07 13F Vista Private Wealth Partners. LLC 0 -100.00 0
2025-08-08 13F First Western Trust Bank 134,895 -0.02 40,999 10.56
2025-08-11 13F Estate Counselors, LLC 4,467 -80.70 1,358 -78.66
2025-07-18 13F Consolidated Planning Corp 2,253 -3.92 685 6.21
2025-08-04 13F Flagship Harbor Advisors, Llc 137,163 -2.12 41,688 8.24
2025-07-18 13F Rolek Wealth Management LLC 22,500 -0.35 6,838 14.85
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 116,863 -0.58 35,518 9.94
2025-07-08 13F Gallacher Capital Management LLC 11,349 -15.88 3,449 -6.98
2025-08-13 13F Farnam Financial LLC 41,002 -14.11 12,462 -5.02
2025-08-18 13F Wolverine Trading, Llc Call 0 -100.00 0
2025-07-31 13F Graybill Bartz & Assoc Ltd 0 -100.00 0
2025-05-12 13F Cahill Wealth Management, LLC 36,384 -0.29 10,000 -5.44
2025-07-09 13F Breakwater Capital Group 3,681 -0.97 1,119 9.50
2025-08-14 13F Claar Advisors LLC 0 -100.00 0
2025-07-22 13F Yoder Wealth Management, Inc. 11,409 -0.33 3,468 10.20
2025-07-17 13F Hanson & Doremus Investment Management 15,404 -1.48 5 0.00
2025-08-05 13F Prosperity Consulting Group, LLC 4,606 -0.52 1,400 9.98
2025-07-10 13F Financial Management Network Inc 4,279 -0.19 1,318 24.22
2025-08-14 13F Bank Of Hawaii 325,119 -8.00 98,813 1.74
2025-07-29 13F Flagstone Financial Management 2,065 -25.56 628 -17.72
2025-08-14 13F SWAN Capital LLC 1,713 -7.36 521 2.36
2025-07-18 13F Citrine Capital LLC 3,853 -0.93 1,171 9.55
2025-04-22 13F Rappaport Reiches Capital Management, LLC 30,432 -1.52 8,364 -6.62
2025-07-23 13F Godsey & Gibb Associates 302 -10.39 92 -1.09
2025-08-13 13F Stablepoint Partners, LLC 1,487 -0.87 452 9.47
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 764 -14.83 232 -5.69
2025-07-10 13F Uptown Financial Advisors LLC 0 -100.00 0
2025-07-25 13F JustInvest LLC 6,710 -0.49 2,043 10.25
2025-08-04 13F Fortune 45 LLC 3,602 -0.14 1,095 10.39
2025-08-14 13F Susquehanna International Group, Llp Put 142,000 -21.81 43,158 -13.53
2025-08-11 13F Outlook Wealth Advisors, LLC 5,846 -0.65 1,777 9.83
2025-08-05 13F Claro Advisors LLC 15,686 -7.58 4,767 2.21
2025-07-11 13F Farther Finance Advisors, LLC 95,322 -0.09 28,971 10.11
2025-07-22 13F Sage Financial Group Inc 18,207 -0.96 5,534 9.52
2025-08-06 13F Ironwood Wealth Management, LLC. 788 -61.84 239 -57.85
2025-08-12 13F Investure, LLC 726,409 -8.10 220,777 1.63
2025-08-14 13F Guardian Wealth Management, Inc. 0 -100.00 0
2025-08-11 13F Bell Investment Advisors, Inc 1,090 -20.20 331 -11.73
2025-07-29 13F Sims Investment Management, Llc 936 -8.24 284 1.43
2025-08-07 13F Vista Investment Partners Ii, Llc 2,617 -22.04 796 -13.77
2025-08-15 13F Fsb Premier Wealth Management, Inc. 1,031 -5.06 313 5.03
2025-05-16 13F Laidlaw Wealth Management LLC 0 -100.00 0
2025-08-04 13F Savvy Advisors, Inc. 36,225 -0.24 11,010 10.31
2025-07-17 13F One Wealth Advisors, LLC 1,398 -1.62 425 8.72
2025-07-30 13F Caliber Wealth Management, LLC / KS 120,319 -9.35 36,569 0.24
2025-08-11 13F Keyes, Stange & Wooten Wealth Management, LLC 22,750 -4.30 6,914 5.83
2025-07-09 13F Chesley Taft & Associates LLC 29,212 -1.96 8,878 8.41
2025-07-23 13F Watershed Private Wealth Llc 7,607 -0.16 2,312 10.42
2025-07-17 13F Greenleaf Trust 62,119 -2.74 18,880 7.55
2025-08-06 13F Founders Financial Securities Llc 17,354 -4.44 5,274 7.17
2025-07-31 13F AlTi Global, Inc. 507,363 -4.62 154,661 5.79
2025-08-05 13F Summit Investment Advisory Services, LLC 4,735 -74.48 1,439 -71.78
2025-04-25 13F West Bancorporation Inc 0 -100.00 0 -100.00
2025-07-15 13F Buttonwood Financial Advisors Inc. 2,891 -4.84 879 5.15
2025-04-15 13F Members Wealth Llc 5,334 -33.69 1,466 -39.03
2025-07-09 13F Aurelius Family Office LLC 10,935 -0.19 3,323 10.36
2025-04-30 13F Horst & Graben Wealth Management LLC 0 -100.00 0
2025-08-12 13F Wood Tarver Financial Group, LLC 159,210 -0.95 48 -99.89
2025-08-05 13F GPS Wealth Strategies Group, LLC 1,995 -12.00 606 -2.73
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 5,386 -96.12 1,637 -95.71
2025-07-23 13F Bluestem Financial Advisors, Llc 15,242 -1.91 4,633 8.48
2025-07-21 13F Portfolio Strategies, Inc. 94,295 -14.47 28,640 -5.48
2025-04-30 13F Sofos Investments, Inc. 42 -93.18 12 -93.29
2025-07-15 13F Axis Wealth Partners, LLC 1,293 -13.45 393 -4.39
2025-04-15 13F Transform Wealth, LLC 3,616 -2.16 994 -7.28
2025-07-30 13F BCK Partners, Inc. 4,316 -3.42 1,312 6.76
2025-07-15 13F Main Street Group, LTD 6,128 -0.86 1,862 9.66
2025-07-09 13F Fragasso Group Inc. 4,053 -4.64 1,232 5.39
2025-08-14 13F Apriem Advisors 1,975 -2.37 600 7.91
2025-07-22 13F Confluence Wealth Services, Inc. 35,399 -6.12 10,759 8.31
2025-07-10 13F Marshall Financial Group LLC 1,346 -31.50 411 -23.89
2025-07-14 13F Maryland Capital Advisors Inc. 57,425 -1.11 17,453 9.36
2025-07-30 13F Mason & Associates, LLC 2,064 -1.95 627 8.48
2025-07-16 13F Stephenson National Bank & Trust 32,890 -0.08 9,996 10.50
2025-07-23 13F Roundview Capital LLC 108,673 -0.84 33,029 9.65
2025-07-22 13F Compass Financial Group, INC/SD 116,166 -1.99 35,306 8.39
2025-08-12 13F Inscription Capital, LLC 19,674 -5.80 5,979 10.17
2025-05-28 13F Silicon Valley Capital Partners 1 -99.62 0 -100.00
2025-07-17 13F Clean Yield Group 1 -98.04 0 -100.00
2025-07-11 13F My Legacy Advisors, LLC 3,501 -0.17 1,079 12.05
2025-08-13 13F Riverview Capital Advisers, LLC 17,671 -1.57 5,371 8.86
2025-07-31 13F Hartford Financial Management Inc. 138 -5.48 42 2.50
2025-08-01 13F Capital Investment Counsel, LLC 22,481 -2.59 6,833 7.73
2025-08-07 13F New England Private Wealth Advisors LLC 119,225 -0.99 37,228 12.49
2025-08-04 13F Mayflower Financial Advisors, LLC 19,342 -0.36 5,879 10.18
2025-08-07 13F 1620 Investment Advisors, Inc. 107 -26.21 33 -17.95
2025-07-17 13F LVW Advisors, LLC 3,490 -45.53 1,061 -39.77
2025-07-29 13F Level Wealth Management LLC 147,352 -18.88 44,785 -10.30
2025-08-14 13F Bank Of America Corp /de/ Put 900 -10.00 274 -0.36
2025-07-11 13F Prosperity Planning, Inc. 3,328 -6.44 1,012 3.48
2025-07-25 13F Pegasus Asset Management, Inc. 12,949 -0.60 3,936 9.92
2025-08-11 13F Birchbrook, Inc. 5,649 -8.21 1,717 1.54
2025-07-22 13F Echo Wealth Management, LLC 5,964 -3.24 1,813 6.97
2025-07-14 13F Clayton Financial Group LLC 2,070 -43.72 629 -37.72
2025-07-01 13F Harbor Investment Advisory, Llc 45,104 -4.83 13,708 5.24
2025-08-14 13F Dearborn Partners Llc 900 -7.69 274 2.25
2025-07-16 13F RWM Asset Management, LLC 1,868 -12.01 568 -2.74
2025-08-07 13F Tacita Capital Inc 8,276 -0.30 2,515 10.26
2025-08-06 13F Able Wealth Management LLC 2,483 -15.26 755 -6.34
2025-07-31 13F Optimum Investment Advisors 1,169 -60.96 355 -56.81
2025-07-28 13F Courier Capital Llc 5,684 -13.58 1,728 -4.43
2025-08-14 13F Evergreen Wealth Solutions, LLC 1,134 -9.21 345 0.29
2025-07-15 13F Colonial River Wealth Management, LLC 3,959 -3.08 1,221 8.73
2025-07-16 13F NovaPoint Capital, LLC 35,002 -2.64 10,638 7.67
2025-08-11 13F Synergy Investment Management, LLC 11,122 -6.92 3,380 2.92
2025-08-12 13F Coston, McIsaac & Partners 49,855 -0.52 15 15.38
2025-08-12 13F Weaver Consulting Group 28,871 -1.29 8,775 9.16
2025-07-22 13F MBL Wealth, LLC 7,594 -40.50 2,308 -34.19
2025-07-25 13F Ccg Wealth Management, Llc 9,625 -24.76 2,925 -16.79
2025-08-14 13F Toroso Investments, LLC 735,324 -1.03 223,487 9.44
2025-08-07 13F CENTRAL TRUST Co 329,201 -0.11 100,057 10.46
2025-08-14 13F Banque Transatlantique SA 0 -100.00 0
2025-05-15 13F Millennium Management Llc 0 -100.00 0 -100.00
2025-07-18 13F Cooper Financial Group 10,850 -5.20 3,298 4.83
2025-07-09 13F Parkside Advisors LLC 19,764 -3.97 6,025 6.52
2025-08-13 13F Pinkerton Retirement Specialists, LLC 1,028 -15.18 313 -6.31
2025-08-14 13F Graney & King, LLC 3,500 -1.88 1,064 8.47
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 50,931 -4.49 15,479 5.62
2025-08-13 13F Azimuth Capital Investment Management LLC 36,648 -0.17 11,138 10.40
2025-04-17 13F Montecito Bank & Trust 1,965 -6.21 540 -11.04
2025-08-12 13F Triune Financial Partners, LLC 2,462 -0.49 748 10.16
2025-08-08 13F Everett Harris & Co /ca/ 6,148 -0.40 1,869 10.14
2025-08-11 13F Novak & Powell Financial Services, Inc. 7,366 -33.20 2,239 -26.14
2025-07-17 13F Michels Family Financial, LLC 0 -100.00 0
2025-07-18 13F Benchmark Wealth Management, LLC 4,486 -2.18 1,363 8.17
2025-08-01 13F FSA Advisors, Inc. 1,465 -74.79 445 -72.14
2025-07-30 13F Crewe Advisors LLC 13,056 -15.91 3,968 -7.03
2025-08-14 13F Tandem Wealth Advisors LLC 13,705 -5.79 4,165 4.18
2025-08-05 13F Industrial Alliance Investment Management Inc. 66,906 -0.63 20 11.11
2025-08-13 13F Measured Wealth Private Client Group, LLC 5,167 -0.29 1,570 10.25
2025-08-14 13F Coyle Financial Counsel LLC 16,762 -1.85 5,095 8.54
2025-08-13 13F Truvestments Capital Llc 165 -30.96 50 -23.08
2025-07-21 13F West Financial Advisors, LLC 16,802 -8.27 5,107 1.43
2025-08-04 13F Horizon Wealth Management, LLC 78,214 -2.15 23,772 8.21
2025-07-15 13F Vannoy Advisory Group, Inc. 28,333 -0.11 8,611 10.47
2025-07-15 13F Aspire Capital Advisors LLC 5,003 -7.49 1,520 2.29
2025-07-15 13F Carr Financial Group Corp 49,049 -2.35 14,907 7.99
2025-07-31 13F Briaud Financial Planning, Inc 302,127 -1.43 92 8.33
2025-07-22 13F DT Investment Partners, LLC 18,710 -0.51 5,687 10.02
2025-07-21 13F Jackson Wealth Management, LLC 3,064 -0.03 931 10.57
2025-07-24 13F Thompson Investment Management, Inc. 9,541 -0.22 2,900 10.31
2025-07-10 13F Charter Oak Capital Management, LLC 12,537 -3.32 3,810 6.93
2025-07-15 13F Smith & Howard Wealth Management, LLC 158,676 -1.83 48,226 8.56
2025-07-30 13F TFB Advisors LLC 12,748 -2.73 3,875 7.55
2025-07-22 13F Global Assets Advisory, LLC 6,948 -53.34 2,112 -46.01
2025-07-14 13F Armstrong Advisory Group, Inc 5,837 -14.12 1,774 -9.90
2025-07-08 13F Goldstone Financial Group, LLC 56,232 -5.45 17,321 5.96
2025-08-12 13F OneAscent Financial Services LLC 44,751 -47.93 14 -43.48
2025-07-28 13F Naviter Wealth, LLC 864 -57.16 263 -52.44
2025-08-01 13F Integral Investment Advisors, Inc. 21,136 -18.28 6,424 -9.64
2025-07-16 13F Spinnaker Investment Group, LLC 6,249 -72.73 1,899 -69.85
2025-08-13 13F Vance Wealth, Inc. 1,102 -8.40 335 1.21
2025-07-23 13F Penney Financial, LLC 115,101 -3.02 34,983 7.24
2025-07-23 13F Tectonic Advisors Llc 1,717 -1.15 522 9.22
2025-08-07 13F Gryphon Financial Partners LLC 95,896 -1.33 29,146 9.12
2025-07-28 13F Wealthspan Partners, Llc 0 -100.00 0
2025-07-31 13F Glass Jacobson Investment Advisors llc 8,075 -9.19 2,454 -4.74
2025-07-15 13F DSG Capital Advisors, LLC 755 -67.30 229 -63.88
2025-07-02 13F Marotta Asset Management 10,567 -14.96 3,212 -8.73
2025-07-21 13F Zwj Investment Counsel Inc 1,135 -23.36 345 -15.48
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 21,136 -2.15 6,424 12.88
2025-04-22 13F Shum Financial Group, Inc. 1,639 -2.03 450 -7.02
2025-08-11 13F Strategic Wealth Partners, Ltd. 1,940 -16.31 590 -15.74
2025-07-24 13F KC Investment Advisors, LLC 9,660 -56.28 2,936 -51.65
2025-07-30 13F Capital Wealth Alliance, LLC 3,324 -79.15 1,010 -6.65
2025-08-08 13F Wiser Advisor Group LLC 0 -100.00 0
2025-07-31 13F Future You Wealth Llc 37,173 -7.81 11,298 1.12
2025-07-08 13F Webster Bank, N. A. 39,391 -11.04 11,972 -1.62
2025-08-05 13F Trail Ridge Investment Advisors, LLC 0 -100.00 0
2025-08-14 13F Dagco, Inc. 9,860 -0.18 2,997 10.39
2025-07-01 13F GP Brinson Investments LLC 294,073 -0.65 89,378 9.86
2025-08-06 13F Paulson Wealth Management Inc. 5,338 -14.06 1,622 -4.98
2025-07-18 13F Warren Street Wealth Advisors, LLC 1,061 -25.18 322 -17.22
2025-08-11 13F Lummis Asset Management, LP 1,073 -32.73 326 -25.57
2025-07-08 13F Lpwm Llc 6,701 -0.42 2,037 10.11
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 4,701 -16.74 1,429 -7.93
2025-07-24 13F MFA Wealth Services 5,691 -1.91 1,730 8.47
2025-08-06 13F ROI Financial Advisors, LLC 832 -19.85 253 -11.58
2025-07-14 13F CJM Wealth Advisers, Ltd. 0 -100.00 0
2025-08-12 13F Wind River Trust Co 19,027 -24.03 5,783 -16.00
2025-08-14 13F Mission Creek Capital Partners, Inc. 10,662 -6.28 3,241 3.65
2025-08-14 13F Vernal Point Advisors, LLC 33,136 -2.04 10,101 8.66
2025-08-07 13F Verus Capital Partners, Llc 6,016 -14.81 1,828 -5.82
2025-07-23 13F Gentry Private Wealth, Llc 8,352 -1.95 2,538 8.42
2025-07-17 13F Johnson Bixby & Associates, LLC 9,486 -0.79 2,883 9.70
2025-08-11 13F Alteri Wealth LLC 1,011 -2.60 307 7.72
2025-07-23 13F Pure Portfolios Holdings Llc 22,233 -11.56 6,757 -2.20
2025-07-25 13F Hobbs Group Advisors, LLC 6,958 -0.63 2,118 10.03
2025-07-10 13F Arbor Wealth Advisors LLC 18,221 -1.62 5,538 8.78
2025-07-31 13F Intelligent Financial Strategies 18,646 -44.55 5,684 -38.51
2025-08-12 13F Hanover Advisors Inc 187,665 -9.01 57,037 0.62
2025-07-29 13F Northern Capital Management, Inc. 3,093 -8.08 940 1.62
2025-08-14 13F City National Bank Of Florida /msd 925 -29.17 281 -21.51
2025-07-24 13F Williams & Novak, LLC 1,740 -11.27 529 -2.22
2025-07-10 13F Fortress Wealth Management, Inc. 8,296 -0.13 2,522 10.47
2025-07-23 13F Wise Wealth Partners 2,315 -4.54 704 5.56
2025-08-14 13F Two Sigma Investments, Lp 498,445 -24.86 151,492 -16.90
2025-07-25 13F Wealth Architects, LLC 18,741 -0.04 5,696 10.56
2025-08-12 13F Manchester Capital Management LLC 9,585 -44.87 2,913 -39.03
2025-07-23 13F Bear Mountain Capital, Inc. 13,530 -1.98 4,182 11.13
2025-08-05 13F K.J. Harrison & Partners Inc 0 -100.00 0
2025-08-13 13F Cary Street Partners Financial Llc 106,081 -0.08 32,241 10.49
2025-07-11 13F Bridge Creek Capital Management LLC 2,240 -2.35 681 7.94
2025-08-12 13F Up Strategic Wealth Investment Advisors Llc 1,687 -3.60 513 6.67
2025-04-11 13F Kfg Wealth Management, Llc 0 -100.00 0
2025-08-01 13F Purkiss Capital Advisors LLC 1,254 -1.65 381 8.86
2025-07-15 13F Kwmg, Llc 11,328 -1.50 3,443 8.92
2025-07-23 13F Hardy Reed LLC 763,615 -1.40 232,086 9.03
2025-08-13 13F Wealthquest Corp 4,957 -1.16 1,507 9.29
2025-08-12 13F Act Two Investors Llc 0 -100.00 0
2025-08-15 13F Fft Wealth Management Llc 28,026 -4.09 8,718 8.54
2025-08-12 13F Auxano Advisors, LLC 979 -11.72 298 -2.30
2025-08-05 13F HFG Advisors, Inc. 7,305 -1.36 2,220 9.09
2025-05-13 13F Ground Swell Capital, LLC 0 -100.00 0
2025-07-18 13F Financial Consulate, Inc 1,991 -13.25 605 -3.97
2025-07-11 13F Skyline Advisors, Inc. 101,939 -0.84 30,982 9.65
2025-07-16 13F Holland Advisory Services, Inc. 7,851 -1.13 2,386 9.35
2025-08-04 13F Heritage Investors Management Corp 23,555 -5.46 7 16.67
2025-07-29 13F Wealthstream Advisors, Inc. 19,259 -3.69 5,853 6.52
2025-07-23 13F First Merchants Corp 659 -25.70 200 -17.70
2025-07-30 13F Fiduciary Family Office, Llc 1,520 -26.21 462 -18.55
2025-08-06 13F Legacy Wealth Managment, LLC/ID 3,548 -49.42 1,078 -44.06
2025-07-24 13F Vantage Point Financial LLC 1,984 -3.83 603 6.36
2025-08-06 13F Adviser Investments LLC 150,326 -2.51 45,689 7.81
2025-07-25 13F Verdence Capital Advisors LLC 5,651 -3.71 1,717 6.51
2025-07-29 13F Mattson Financial Services, LLC 0 -100.00 0
2025-08-07 13F Keystone Financial Services 2,795 -1.10 850 9.41
2025-07-10 13F Ferguson Wellman Capital Management, Inc 29,478 -1.32 8,959 9.12
2025-08-13 13F McGowan Group Asset Management, Inc. 865 -36.63 263 -30.13
2025-07-15 13F Seven Post Investment Office LP 51,338 -8.33 15,603 1.38
2025-08-06 13F New Millennium Group LLC 1 -99.85 0 -100.00
2025-08-14 13F Connecticut Wealth Management, LLC 75,286 -3.53 22,882 6.68
2025-08-14 13F Vista Capital Partners, Inc. 1,114,265 -1.53 338,659 8.89
2025-07-30 13F Rehmann Capital Advisory Group 19,737 -0.28 5,999 10.26
2025-07-31 13F Cornerstone Management, Inc. 51,402 -1.34 15,623 9.10
2025-07-14 13F Sterling Group Wealth Management, LLC 0 -100.00 0
2025-08-13 13F Smith, Moore & Co. 186,334 -2.02 56,632 8.35
2025-08-04 13F JDM Financial Group LLC 125 -54.21 38 -50.67
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 1,399 -1.96 425 8.42
2025-08-13 13F Meridian Wealth Partners, LLC 13,855 -0.48 4,211 10.06
2025-08-13 13F RFP Financial Group LLC 10,816 -0.91 3,287 9.60
2025-08-13 13F Townsquare Capital Llc 1,391 -98.80 423 -98.67
2025-08-14 13F Kovitz Investment Group Partners, LLC Put 0 -100.00 0 -100.00
2025-07-30 13F Durante & Waters, Llc 18,094 -1.63 5,499 8.78
2025-08-11 13F Avantax Planning Partners, Inc. 10,518 -2.11 3,197 8.23
2025-08-01 13F Austin Private Wealth, LLC 7,372 -3.82 2,241 6.36
2025-07-28 13F Perfromance Wealth Partners, LLC 3,915 -6.05 1,190 3.84
2025-05-16 13F Capital & Planning, Llc 0 -100.00 0
2025-07-29 13F Northeast Investment Management 5,210 -0.19 1,583 10.39
2025-08-13 13F Natixis Advisors, L.p. 70,132 -8.98 21 0.00
2025-07-17 13F XML Financial, LLC 5,252 -9.93 1,596 -0.37
2025-08-08 13F Better Money Decisions, LLC 2,167 -1.46 659 8.94
2025-05-05 13F Arcadia Wealth Management, LLC 0 -100.00 0
2025-04-28 13F Xcel Wealth Management, LLC 0 -100.00 0
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100.00 0 -100.00
2025-08-06 13F True Wealth Design, LLC 5,770 -5.72 1,754 4.22
2025-07-30 13F Fingerlakes Wealth Management, Inc. 14,786 -1.09 4,494 9.37
2025-08-18 13F/A National Bank Of Canada /fi/ 37,940 -12.23 11,532 -2.91
2025-05-06 13F Alpha Omega Group, Inc. 2,780 -22.65 764 -26.61
2025-07-29 13F Smithbridge Asset Management Inc/de 2,761 -0.32 839 10.25
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 39,466 -0.87 11,995 9.61
2025-08-11 13F Wealthspire Advisors, LLC 1,972,304 -13.00 599,442 -3.79
2025-07-17 13F Dopkins Wealth Management, Llc 2,364 -4.37 718 5.74
2025-07-30 13F DecisionMap Wealth Management, LLC 6,316 -5.51 1,919 4.52
2025-08-08 13F Principal Financial Group Inc 150,251 -2.31 45,666 8.03
2025-08-12 13F Cynosure Management, Llc 13,611 -5.29 4,137 4.74
2025-07-18 13F Tanager Wealth Management LLP 209,124 -3.24 63,570 7.02
2025-07-07 13F Peterson Wealth Advisors, LLC 54,221 -0.69 16,479 21.87
2025-08-13 13F Northern Trust Corp 9,634,009 -1.33 2,928,064 9.12
2025-07-22 13F Checchi Capital Advisers, LLC 2,878 -3.00 875 7.24
2025-07-30 13F CORDA Investment Management, LLC. 3,665 -8.72 1,114 0.91
2025-08-13 13F Balanced Wealth Group Llc 4,219 -2.68 1,312 10.08
2025-07-09 13F Procyon Private Wealth Partners, LLC 25,940 -11.51 7,884 -2.15
2025-08-14 13F Mairs & Power Inc 0 -100.00 0
2025-08-13 13F Cresset Asset Management, LLC 824,000 -2.99 251,191 7.60
2025-08-01 13F Alexander Labrunerie & Co., Inc. 2,439 -0.25 741 10.43
2025-07-21 13F Ashton Thomas Securities, Llc 9,806 -0.04 2,980 10.53
2025-07-23 13F Opulen Financial Group LLC 3,108 -3.03 945 7.27
2025-07-16 13F Newton One Investments LLC 29,766 -5.10 9,047 4.94
2025-04-21 13F O'Dell Group, LLC 0 -100.00 0
2025-07-31 13F Ingalls & Snyder Llc 919 -18.02 0
2025-07-24 13F Grand Wealth Management, Llc 4,773 -1.36 1,455 9.48
2025-07-11 13F Thomasville National Bank 2,395 -11.46 728 -2.15
2025-07-30 13F Sentry LLC 13,512 -2.24 4,107 8.11
2025-08-05 13F Freestone Capital Holdings, LLC 65,200 -0.19 19,816 10.38
2025-04-30 13F Cooper Capital Advisors LLC 0 -100.00 0
2025-07-25 13F Stephens Consulting, LLC 580 -2.03 176 8.64
2025-08-15 13F United Services Automobile Association 17,310 -5.92 5,261 4.03
2025-05-12 13F Lathrop Investment Management Corp 0 -100.00 0
2025-07-24 13F Comprehensive Money Management Services LLC 7,999 -0.31 2,431 10.25
2025-07-14 13F Acropolis Investment Management, LLC 6,487 -0.67 1,972 9.87
2025-08-15 13F Fidelity D & D Bancorp Inc 3,352 -0.24 1,019 10.29
2025-07-25 13F Clarendon Private LLC 9,849 -6.17 2,993 3.78
2025-08-05 13F Strategic Financial Concepts, LLC 36,813 -9.91 11,189 -0.37
2025-07-23 13F True Vision MN LLC 5,450 -1.68 1,661 9.06
2025-07-22 13F DBK Financial Counsel, LLC 14,141 -1.82 4,298 8.59
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-07-21 13F TFG Advisers LLC 1,876 -0.05 570 10.68
2025-08-08 13F Thoroughbred Financial Services, Llc 50,024 -18.55 15 -6.25
2025-07-22 13F Peoples Bank /oh 1,273 -23.54 387 -15.54
2025-07-24 13F Lokken Investment Group LLC 15,210 -12.25 4,623 -2.98
2025-08-14 13F Citadel Advisors Llc Put 145,800 -64.64 44,313 -60.90
2025-07-08 13F Melone Private Wealth, LLC 1,799 -7.08 546 2.44
2025-04-08 13F Taylor & Morgan Wealth Management, LLC 0 -100.00 0
2025-07-11 13F Harbour Capital Advisors, LLC 5,483 -7.15 1,675 7.51
2025-07-16 13F/A CX Institutional 21,891 -41.35 7 -40.00
2025-08-05 13F Tsfg, Llc 64,720 -40.34 20 -34.48
2025-07-29 13F Manchester Financial Inc 2,324 -0.21 706 10.31
2025-07-22 13F Legacy Trust 2,781 -0.22 845 10.46
2025-07-31 13F/A Sendero Wealth Management, LLC 570,320 -1.51 173,337 8.91
2025-08-14 13F Partners Capital Investment Group, Llp 18,213 -49.71 5,535 -44.39
2025-08-15 13F Security National Bank Of So Dak 0 -100.00 0
2025-07-21 13F Barton Investment Management 11,052 -5.68 3,359 4.32
2025-08-01 13F Rossby Financial, LCC 2,878 -0.93 875 11.20
2025-08-13 13F IAG Wealth Partners, LLC 4,307 -0.90 1,309 9.63
2025-07-15 13F Sheets Smith Wealth Management 3,159 -3.60 960 6.67
2025-07-07 13F Accelerate Investment Advisors LLC 3,703 -0.08 1,125 10.51
2025-07-09 13F Fermata Advisors, LLC 6,101 -16.00 1,854 -7.11
2025-08-12 13F Sierra Summit Advisors Llc 2,486 -1.00 756 9.42
2025-07-22 13F Innovative Wealth Building LLC 1,638 -10.98 498 -1.58
2025-08-14 13F Raymond James Financial Inc 3,042,106 -3.27 924,587 6.97
2025-08-11 13F Frank, Rimerman Advisors LLC 101,631 -0.42 30,889 10.12
2025-07-07 13F New Capital Management LP 0 -100.00 0
2025-07-31 13F Fiduciary Wealth Partners, LLC 900 -44.31 274 -38.51
2025-07-31 13F BIP Alliance, LLC 4,745 -12.78 1,442 -3.55
2025-07-29 13F Stratos Wealth Advisors, LLC 46,610 -1.49 14,166 8.94
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 104,041 -1.00 31,621 9.48
2025-07-08 13F Charis Legacy Partners, LLC 17,492 -0.97 5,316 9.52
2025-08-05 13F Lifeworks Advisors, LLC 1,242 -2.82 378 7.41
2025-08-07 13F McClarren Financial Advisors, Inc. 57,431 -4.28 17,455 108,987.50
2025-07-16 13F BankPlus Wealth Management LLC 3,140 -1.26 954 9.28
2025-08-08 13F Firestone Capital Management 77,168 -2.22 23,454 8.12
2025-08-13 13F American Money Management, LLC 33,085 -0.05 10,056 10.53
2025-08-19 13F/A Pitcairn Co 24,651 -4.15 7,492 6.00
2025-08-11 13F Landaas & Co /wi /adv 352,696 -3.43 107,195 6.79
2025-08-14 13F Palo Alto Wealth Advisors, Llc 1,398 -15.53 426 -10.88
2025-08-11 13F von Borstel & Associates, Inc. 0 -100.00 0
2025-07-17 13F HB Wealth Management, LLC 7,767,509 -8.17 2,360,777 6.12
2025-07-31 13F Core Wealth Management, Inc. 676 -66.20 205 -62.66
2025-08-05 13F Mission Wealth Management, Lp 327,929 -1.33 99,668 9.12
2025-08-05 13F Gilbert & Cook, Inc. 19,584 -0.84 5,952 9.67
2025-07-18 13F Madrona Financial Services, LLC 11,653 -2.99 3,542 7.27
2025-07-21 13F Financial Architects, LLC 85,040 -11.74 25,846 -2.39
2025-08-08 13F Bailard, Inc. 202,693 -5.06 61,604 4.99
2025-07-17 13F Symmetry Partners, LLC 55,616 -14.64 16,903 -5.61
2025-05-07 13F Nottingham Advisors, Inc. 0 -100.00 0
2025-08-11 13F Great Lakes Advisors, Llc 1,453 -79.92 442 -77.82
2025-08-06 13F Hoxton Planning & Management, LLC 3,040 -1.30 924 9.22
2025-07-24 13F JB Capital LLC 2,186 -19.07 664 -10.51
2025-07-28 13F Kiker Wealth Management, LLC 933 -19.50 284 -11.01
2025-07-17 13F Stockman Wealth Management, Inc. 3,475 -43.87 1,056 -37.92
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-07-18 13F USA Financial Portformulas Corp 2,602 -15.77 791 -6.84
2025-07-18 13F Philip James Wealth Mangement, LLC 42,499 -0.03 12,917 10.55
2025-07-22 13F HFM Investment Advisors, LLC 133 -0.75 40 11.11
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 55,162 -0.70 16,816 10.14
2025-08-13 13F Mackenzie Financial Corp 23,355 -18.16 7,098 -9.50
2025-08-13 13F Bare Financial Services, Inc 10,783 -1.56 3,277 8.87
2025-07-08 13F Baker Ellis Asset Management LLC 231,655 -2.68 70,407 7.62
2025-08-11 13F Conquis Financial Llc 1,613 -1.35 492 9.35
2025-08-13 13F Delphi Financial Group, Inc. 0 -100.00 0
2025-04-14 13F Greenspring Advisors, LLC 20,678 -4.52 5,683 -9.45
2025-07-15 13F Hofer & Associates. Inc 670 -32.60 204 -25.64
2025-07-07 13F Modus Advisors, LLC 35,988 -0.37 10,938 10.17
2025-07-15 13F ACT Advisors, LLC. 21,040 -18.40 6,395 -9.77
2025-07-29 13F Lyell Wealth Management, Lp 1,663 -15.28 505 -6.31
2025-08-07 13F Legacy Advisors, LLC 0 -100.00 0
2025-08-15 13F Front Street Capital Management, Inc. 3,058 -75.55 1 -100.00
2025-07-10 13F Hurlow Wealth Management Group, Inc. 18,854 -2.80 5,730 7.48
2025-07-17 13F David Kennon Inc 105,684 -1.58 32,120 8.84
2025-07-09 13F Affinity Capital Advisors, LLC 924 -1.91 281 13.82
2025-08-13 13F Cliffwater LLC 350,195 -0.09 106,435 10.48
2025-07-10 13F Mogy Joel R Investment Counsel Inc 4,584 -6.14 1,393 3.80
2025-04-29 13F Compton Wealth Advisory Group, LLC 0 -100.00 0
2025-08-08 13F Financial Gravity Companies, Inc. 242 -32.59 74 -29.81
2025-08-04 13F Balentine LLC 143,932 -3.54 43,745 6.67
2025-08-14 13F Van Den Berg Management I, Inc 2,590 -1.45 787 9.00
2025-04-14 13F IMC-Chicago, LLC 0 -100.00 0
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 53,650 -2.48 16,306 7.84
2025-08-15 13F Northeast Financial Consultants Inc 107,643 -0.10 32,716 10.48
2025-07-23 13F Mainsail Asset Management, Llc 11,136 -0.19 3,385 10.37
2025-07-24 13F Callan Family Office, LLC 57,915 -7.17 17,602 2.66
2025-08-13 13F Provida Pension Fund Administrator 0 -100.00 0 -100.00
2025-08-26 13F Provident Investment Management, Inc. 910 -3.81 277 6.56
2025-08-12 13F Winnow Wealth Llc 0 -100.00 0 -100.00
2025-07-14 13F Abound Wealth Management 42,688 -16.94 12,974 -8.15
2025-07-28 13F Arlington Financial Advisors, LLC 1,175 -88.79 357 -87.61
2025-07-17 13F Wolff Wiese Magana Llc 581 -0.51 177 10.00
2025-07-21 13F Ameriflex Group, Inc. 4,728 -9.74 1,427 -0.83
2025-08-11 13F Eq Llc 4,553 -0.31 1,384 10.20
2025-08-06 13F Tradewinds, LLC. 0 -100.00 0
2025-04-28 13F Smart Money Group LLC 0 -100.00 0
2025-08-11 13F Monashee Investment Management LLC 0 -100.00 0
2025-07-11 13F Cypress Financial Planning Llc 2,385 -0.21 725 10.37
2025-07-18 13F Rogco, Lp 278 -21.69 84 -13.40
2025-07-07 13F OMNI 360 Wealth, Inc. 6,275 -3.49 1,907 6.77
2025-07-16 13F ORG Partners LLC 8,492 -2.48 2,581 7.50
2025-07-24 13F Capital Advisors, Ltd. LLC 81,834 -2.17 25 9.09
2025-07-17 13F Venture Visionary Partners LLC 85,905 -0.38 26,109 10.16
2025-08-06 13F Simmons Bank 8,121 -0.53 2,468 10.03
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 41,874 -12.21 12,727 -2.91
2025-08-05 13F Cassaday & Co Wealth Management LLC 7,863 -28.98 2,390 -21.47
2025-07-23 13F Citizens National Bank Trust Department 0 -100.00 0
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 9,108 -0.58 2,768 9.97
2025-07-09 13F Sandbox Financial Partners, LLC 2,529 -1.40 769 8.94
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 351 -4.62 107 4.95
2025-07-25 13F Priebe Wealth Holdings LLC 9,951 -7.33 3,024 2.47
2025-05-06 13F Readystate Asset Management Lp 0 -100.00 0 -100.00
2025-07-29 13F Aull & Monroe Investment Management Corp 1,355 -12.86 412 -3.75
2025-07-23 13F Capital Management Associates, Inc 3,699 -48.67 1,124 -43.23
2025-08-01 13F Gwn Securities Inc. 17,082 -33.36 5,242 -27.42
2025-08-14 13F Financial Network Wealth Advisors LLC 111 -70.63 34 -67.96
2025-07-17 13F Janney Montgomery Scott LLC 217,627 -1.08 66 10.00
2025-07-28 13F Patten & Patten Inc/tn 2,131 -12.84 648 -3.58
2025-08-12 13F Private Management Group Inc 944 -1.26 287 9.16
2025-07-11 13F Seacrest Wealth Management, Llc 16,375 -1.49 4,977 8.93
2025-07-07 13F Trust Co 26,458 -0.04 8,041 10.54
2025-08-06 13F Stone House Investment Management, LLC 116 -88.16 35 -86.99
2025-08-05 13F Verity Asset Management, Inc. 2,211 -62.73 672 -58.83
2025-07-23 13F Ti-trust, Inc 38,217 -0.57 11,615 9.96
2025-07-23 13F Morton Capital Management LLC/CA 4,995 -0.40 1,518 10.16
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 182,213 -1.56 55,380 8.86
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-07-17 13F Global Trust Asset Management, LLC 4,175 -1.16 1,269 9.31
2025-05-07 13F WMS Partners, LLC 0 -100.00 0
2025-08-14 13F Destination Wealth Management 3,084 -17.05 937 -8.23
2025-07-08 13F Madison Park Capital Advisors, LLC 837 -7.10 254 2.83
2025-07-10 13F HWG Holdings LP 5,079 -13.59 1,544 -4.46
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 2,655 -0.08 807 10.41
2025-07-18 13F SimpliFi, Inc. 4,804 -1.72 1,460 8.71
2025-07-23 13F Secured Retirement Advisors, Llc 7,120 -2.37 2,164 7.93
2025-08-12 13F Vawter Financial, Ltd. 0 -100.00 0
2025-07-23 13F HTG Investment Advisors, Inc. 9,761 -0.99 2,967 9.49
2025-07-18 13F Heritage Financial Services, LLC 12,107 -12.65 3,680 -3.41
2025-07-09 13F Westbourne Investments, Inc. 3,412 -2.01 1,037 8.47
2025-08-08 13F Petix & Botte Co 25,897 -1.02 7,871 9.46
2025-08-25 NP CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I 6,738 -8.18 2,048 1.54
2025-08-14 13F Ancora Advisors, LLC 29,405 -0.75 8,937 9.75
2025-07-15 13F Accurate Wealth Management, LLC 7,608 -4.63 2,344 12.69
2025-07-23 13F Wealth Management Nebraska 4,586 -16.89 1,391 -8.31
2025-05-14 13F Hill Investment Group Partners, LLC 0 -100.00 0
2025-07-07 13F Schulz Wealth, LTD. 857 -0.12 261 10.64
2025-07-23 13F Values Added Financial LLC 13,985 -1.63 4,251 8.78
2025-07-30 13F Beech Hill Advisors, Inc. 0 -100.00 0
2025-08-08 13F King Wealth 4,906 -1.39 1 0.00
2025-08-07 13F Grange Capital, LLC 1,941 -7.97 590 1.90
2025-07-22 13F Warwick Investment Management, Inc. 49,494 -12.48 15,043 -3.22
2025-07-23 13F Elm3 Financial Group, LLC 3,233 -8.49 983 1.13
2025-07-23 13F Element Wealth, LLC 3,887 -2.14 1,182 8.25
2025-08-06 13F SOUTH STATE Corp 14,499 -30.75 4,407 -23.43
2025-08-04 13F IFG Advisory, LLC 156,050 -1.53 47,428 8.89
2025-08-07 13F Donaldson Capital Management, Llc 886 -1.23 269 9.35
2025-07-28 13F SFG Wealth Management, LLC. 4,246 -1.89 1,291 8.49
2025-08-14 13F Harris Associates L P 0 -100.00 0
2025-08-01 13F Transcend Wealth Collective, Llc 29,708 -0.67 9,029 9.86
2025-07-16 13F Embree Financial Group 13,038 -1.25 3,963 9.21
2025-07-15 13F Lynch & Associates/in 1,438 -9.45 437 0.23
2025-08-11 13F Elequin Capital Lp 0 -100.00 0
2025-08-01 13F Red Lighthouse Investment Management, Llc 6,436 -70.28 1,956 -65.25
2025-05-16 13F Coordinated Financial Services, Inc./CO 12,826 -2.59 3,525 0.09
2025-08-13 13F Everstar Asset Management, LLC 11,520 -2.61 3,501 7.69
2025-08-01 13F Penobscot Wealth Management 2,043 -10.47 621 -0.96
2025-08-12 13F Ameritas Investment Partners, Inc. 194 -11.42 59 -1.67
2025-08-13 13F Vertex Planning Partners, LLC 1,795 -14.03 546 -4.89
2025-07-30 13F First Citizens Bank & Trust Co 12,168 -4.73 3,698 5.36
2025-08-14 13F Marshall Investment Management, Llc 0 -100.00 0 -100.00
2025-07-29 13F Private Trust Co Na 31,540 -10.66 9,586 -1.21
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 431,210 -1.56 131,058 8.86
2025-08-04 13F Northwest Financial Advisors 1,166 -71.81 354 -68.84
2025-07-29 13F Novare Capital Management Llc 1,596 -2.56 485 7.78
2025-08-04 13F Field & Main Bank 1,801 -14.73 547 -5.69
2025-07-09 13F Exchange Bank 12,657 -1.25 3,847 9.20
2025-05-14 13F Caisse De Depot Et Placement Du Quebec 0 -100.00 0
2025-08-25 NP IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 21,008 -1.82 6,385 8.55
2025-08-11 13F Stonebrook Private Inc. 781 -14.46 237 -5.20
2025-07-22 13F Apexium Financial, Lp 5,306 -0.15 1,615 10.62
2025-08-12 13F Argent Trust Co 48,534 -12.54 14,751 -3.29
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-08-13 13F Aspire Growth Partners LLC 10,136 -0.78 3,081 9.22
2025-07-09 13F O'Brien Wealth Partners LLC 132,437 -1.75 40,252 8.65
2025-08-05 13F Sage Capital Management, LLC 1,241 -0.08 377 10.26
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 2,789 -19.83 848 -11.40
2025-07-23 13F Lansing Street Advisors 32,148 -1.13 9,800 9.66
2025-08-07 13F Everhart Financial Group, Inc. 207,589 -2.83 63,093 7.45
2025-08-11 13F Rothschild Investment Llc 14,641 -1.67 4,450 8.72
2025-08-08 13F Atlantic Trust, LLC 8,468 -0.40 2,574 10.15
2025-07-23 13F Peak Financial Management, Inc. 98,371 -1.25 29,898 9.20
2025-07-15 13F Ridgecrest Wealth Partners, Llc 3,927 -0.71 1,194 9.75
2025-08-11 13F Advisor Resource Council 3,210 -90.64 976 -88.99
2025-07-16 13F MontVue Capital Management, Inc. 54,881 -0.36 16,680 10.19
2025-07-24 13F Drucker Wealth 3.0, LLC 56,661 -6.88 17,423 4.19
2025-08-07 13F Meridian Financial Partners LLC 2,160 -13.01 1
2025-08-01 13F First Command Advisory Services, Inc. 8,791 -0.03 2,672 10.51
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 1,261 -0.32 383 10.37
2025-08-01 13F Unconventional Investor, LLC 204,206 -2.02 62,064 8.32
2025-07-18 13F Swp Financial Llc 1,109 -0.72 337 10.13
2025-07-25 13F Courage Miller Partners, LLC 5,185 -0.04 1,576 10.53
2025-07-09 13F Catalyst Private Wealth, Llc 5,624 -11.63 1,709 -2.29
2025-08-26 NP RPAR - RPAR Risk Parity ETF 214,367 -7.75 65,153 2.01
2025-07-01 13F Rowland & Co Investment Counsel/adv 3,219 -1.98 979 8.43
2025-04-28 13F Buffington Mohr McNeal 1,201 -1.40 330 -6.25
2025-08-05 13F Navalign, LLC 1,231 -6.81 374 3.31
2025-07-16 13F Signaturefd, Llc 55,401 -12.58 16,838 -3.32
2025-07-30 13F CMG Global Holdings, LLC 8,218 -34.23 2,577 -23.33
2025-07-29 NP EBI - Longview Advantage ETF 0 -100.00 0 -100.00
2025-08-07 13F Rollins Financial Advisors, LLC 1,117 -19.99 339 -11.49
2025-08-13 13F Blue Fin Capital, Inc. 1,470 -0.74 447 3.96
2025-07-28 13F Elmwood Wealth Management, Inc. 2,439 -7.47 741 2.35
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 166,089 -0.74 50,479 9.76
2025-07-07 13F Trust Co Of Oklahoma 1,667 -0.89 507 9.52
2025-08-14 13F Becker Capital Management Inc 265,307 -2.70 80,877 7.92
2025-08-04 13F Spire Wealth Management 21,114 -9.66 6,417 -0.09
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 17,642 -0.60 5,362 9.92
2025-08-14 13F Glen Eagle Advisors, LLC 24,296 -1.98 7,384 8.40
2025-07-24 13F Trevian Wealth Management LLC 18,116 -10.87 6 0.00
2025-08-07 13F Fidelis Capital Partners, LLC 2,954 -0.03 919 15.02
2025-07-28 13F Allianz Asset Management GmbH 7,380 -76.33 2,243 -73.82
2025-08-06 13F Convergence Financial, LLC 1,359 -16.11 413 -7.19
2025-07-17 13F Greenhouse Wealth Management, LLC 23,176 -0.02 7,044 10.57
2025-07-17 13F Beacon Capital Management, LLC 208,190 -8.84 63,275 0.80
2025-07-09 13F Defined Wealth Management, Llc 3,818 -9.05 1,161 0.61
2025-08-04 13F Continental Investors Services, Inc. 9,208 -1.10 2,799 9.98
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 -100.00 0
2025-08-12 13F NDVR, Inc. 4,777 -2.41 1,452 7.88
2025-08-14 13F Smartleaf Asset Management LLC 11,711 -2.47 3,552 8.19
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 86,026 -0.64 26,146 9.88
2025-07-11 13F Annex Advisory Services, LLC 125,182 -1.44 38,047 8.99
2025-08-07 13F Nwam Llc 23,336 -2.03 7,287 11.30
2025-07-31 13F 180 Wealth Advisors, Llc 9,687 -0.71 2,944 9.81
2025-08-08 13F Compass Wealth Management LLC 0 -100.00 0
2025-07-17 13F ERn Financial, LLC 1,894 -7.47 576 2.31
2025-07-17 13F Guyasuta Investment Advisors Inc 23,207 -12.63 7,053 -3.38
2025-04-11 13F Safeguard Financial, LLC 16,137 -2.57 4,435 -7.61
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 91,117 -2.07 27,693 8.29
2025-08-14 13F IPG Investment Advisors LLC 0 -100.00 0
2025-07-10 13F Professional Financial Advisors, LLC 16,656 -49.39 5,062 -44.03
2025-08-11 13F WPWealth LLP 9,029 -0.01 2,744 10.60
2025-07-23 13F Wheelhouse Advisory Group LLC 1,225 -7.83 373 1.92
2025-08-06 13F Horizon Investment Services, LLC 1,642 -15.75 499 -6.73
2025-08-12 13F Accredited Wealth Management, LLC 5,726 -8.41 1,745 1.57
2025-07-08 13F Next Level Private LLC 5,600 -0.60 1,702 9.95
2025-07-22 13F Dougherty Wealth Advisers LLC 317 -42.99 96 -36.84
2025-07-28 13F Delap Wealth Advisory, Llc 36,544 -0.40 11,107 10.15
2025-08-14 13F Vivaldi Capital Management, LLC 26,948 -2.37 8,190 7.96
2025-08-14 13F Financial Strategies Group, Inc. 12,120 -0.32 3,721 16.06
2025-07-11 13F BTC Capital Management, Inc. 16,958 -7.75 5,154 2.02
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 2,174 -11.23 661 -1.93
2025-08-13 13F American Investment Services, Inc. 7,160 -0.03 2,176 10.57
2025-04-22 13F Hill Island Financial Llc 0 -100.00 0
2025-07-10 13F NorthCrest Asset Manangement, LLC 18,334 -2.14 5,647 9.69
2025-08-14 13F Chilton Investment Co Llc 44,807 -1.56 13,618 8.87
2025-07-23 13F Steel Peak Wealth Management LLC 10,304 -72.17 3,141 -69.14
2025-07-25 13F Joel Adams & Associates, Inc. 4,182 -4.04 1,271 6.18
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-07-28 13F Private Wealth Asset Management, LLC 2,261 -1.09 687 9.39
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110,943 -0.76 33,719 10.32
2025-08-20 13F Forefront Wealth Partners, LLC 3,305 -16.96 958 -12.44
2025-07-31 13F Alamar Capital Management, LLC 1,125 -0.27 343 10.32
2025-07-24 13F Us Bancorp \de\ 2,144,830 -3.26 651,878 6.98
2025-08-14 13F Price T Rowe Associates Inc /md/ 1,680 -19.23 1
2025-07-14 13F Ridgewood Investments LLC 4,296 -1.58 1,306 8.84
2025-08-06 13F Nvwm, Llc 10,273 -28.40 3,122 -20.82
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 1,162 -6.74 353 3.22
2025-07-24 13F True Link Financial Advisors, LLC 1,993 -11.22 606 -1.94
2025-07-23 13F Intergy Private Wealth, LLC 3,518 -21.05 1,069 -12.66
2025-07-14 13F Chapin Davis, Inc. 5,141 -0.19 1,562 10.39
2025-07-24 13F Jfs Wealth Advisors, Llc 50,345 -0.24 15,301 10.33
2025-07-08 13F Adamsbrown Wealth Consultants Llc 2,119 -7.18 644 2.55
2025-08-11 13F Rockbridge Investment Management, LCC 71,722 -0.54 21,798 9.98
2025-08-13 13F Gibson Wealth Advisors LLC 130,441 -5.04 39,645 5.00
2025-08-06 13F Forbes Financial Planning, Inc. 29,135 -4.16 8,855 5.97
2025-08-05 13F Sigma Planning Corp 43,546 -7.60 13,237 2.20
2025-08-01 13F Cedar Point Capital Partners, LLC 2,972 -0.57 903 9.99
2025-08-14 13F IHT Wealth Management, LLC 56,949 -32.91 17,308 -0.51
2025-08-12 13F FourThought Financial Partners, LLC 5,101 -0.86 1,550 9.62
2025-08-06 13F Round Rock Advisors, LLC 0 -100.00 0
2025-08-11 13F Root Financial Partners, LLC 68,643 -12.40 20,863 -3.16
2025-07-21 13F New Century Financial Group, LLC 898 -72.29 273 -69.44
2025-08-08 13F Austin Wealth Management, LLC 7,439 -1.00 2,313 14.40
2025-05-05 13F Morningstar Investment Services LLC 281,306 -42.84 77 -45.77
2025-07-15 13F Mather Group, Llc. 89,333 -6.39 27,151 3.52
2025-08-14 13F Napa Wealth Management 2,240 -2.48 681 7.77
2025-08-07 13F Apeiron RIA LLC 2,203 -4.38 670 5.69
2025-04-17 13F Rs Crum Inc. 6,832 -2.91 1,878 -7.95
2025-07-17 13F Flywheel Private Wealth LLC 6,467 -16.68 1,966 -7.88
2025-07-17 13F Capital Insight Partners, Llc 12,629 -0.93 3,838 9.56
2025-08-14 13F Penn Capital Management Co Inc 0 -100.00 0
2025-05-15 13F Fortress Private Ledger, Llc 0 -100.00 0
2025-07-24 13F Folger Nolan Fleming Douglas Capital Management, Inc 35,877 -2.49 10,904 7.83
2025-07-24 13F Agate Pass Investment Management, LLC 2,660 -5.64 808 4.39
2025-07-28 13F Nadler Financial Group, Inc. 245,980 -5.41 74,761 4.60
2025-07-23 13F Charter Trust Co 1,795 -19.58 546 -11.09
2025-08-06 13F OneAscent Wealth Management LLC 4,084 -7.69 1 0.00
2025-07-16 13F Rezny Wealth Management, Inc. 667 -54.53 203 -49.88
2025-08-05 13F Carson Advisory Inc. 2,810 -8.41 854 1.30
2025-07-10 13F SK Wealth Management, LLC 871 -10.02 268 9.43
2025-07-29 13F Flavin Financial Services, Inc. 2,102 -22.61 639 -14.48
2025-07-09 13F Dynamic Advisor Solutions LLC 63,162 -47.46 19,197 -41.90
2025-08-11 13F Pineridge Advisors LLC 179 -66.48 54 -63.01
2025-07-22 13F Journey Beyond Wealth, LLC 1,195 -5.53 363 4.61
2025-08-11 13F Teachers Insurance & Annuity Association Of America 0 -100.00 0
2025-08-12 13F Horizon Kinetics Asset Management Llc 1,182 -9.22 359 0.56
2025-07-25 13F Gibson Capital, LLC 883,252 -0.56 268,447 9.97
2025-04-23 13F Financial Life Planners 0 -100.00 0
2025-07-15 13F Sara-Bay Financial 2,006 -28.76 610 -20.91
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 3,963 -14.76 1,204 -5.72
2025-07-31 13F Resonant Capital Advisors, LLC 16,843 -2.11 5,135 8.59
2025-07-31 13F Jordan Park Group LLC 9,194 -8.48 2,794 1.20
2025-07-01 13F BancFirst Trust & Investment Management 10,635 -0.48 3,226 10.41
2025-07-23 13F InTrack Investment Management Inc 1,332 -8.14 405 1.51
2025-07-17 13F Altus Wealth Management, LLC 149,301 -1.27 45,377 9.18
2025-05-29 13F Parkshore Wealth Management, Inc. 0 -100.00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 35,866 -1.10 10,901 9.36
2025-08-12 13F Garrett Wealth Advisory Group, LLC 742 -16.06 225 -7.02
2025-07-14 13F Southland Equity Partners LLC 2,520 -4.15 766 5.96
2025-08-12 13F Wealthbridge Capital Management, Llc 14,977 -0.76 4,552 9.74
2025-08-14 13F Dark Forest Capital Management Lp 0 -100.00 0
2025-08-12 13F WealthTrak Capital Management LLC 349 -9.11 106 0.95
2025-07-17 13F Smith, Salley & Associates 13,977 -1.64 4,248 8.78
2025-07-30 13F Berkeley Capital Partners, LLC 10,130 -0.50 3,079 10.01
2025-08-14 13F Note Advisors, LLC 0 -100.00 0
2025-08-18 13F Pacific Center for Financial Services 139,683 -0.26 42,454 10.30
2025-08-13 13F Edgestream Partners, L.P. 3,963 -1.54 1,204 8.86
2025-07-24 13F Gilliland Jeter Wealth Management LLC 2,603 -1.10 791 9.41
2025-08-12 13F Shakespeare Wealth Management, Inc. 14,810 -0.24 4,501 10.32
2025-08-08 13F Laurel Wealth Planning LLC 797 -11.15 242 -1.63
2025-07-14 13F Chico Wealth RIA 2,542 -0.74 773 9.82
2025-07-22 13F Capital Advisors Inc/ok 7,952 -3.05 2,417 7.19
2025-04-25 13F Smallwood Wealth Investment Management, LLC 25,638 -2.64 7,046 -7.68
2025-07-29 13F Financial Futures Ltd Liability Co. 841 -3.78 256 6.25
2025-08-14 13F Creegan & Nassoura Financial Group, LLC 2,920 -7.01 887 2.78
2025-08-14 13F Integrated Investment Consultants, LLC 2,885 -98.31 877 68.46
2025-08-08 13F VERITY Wealth Advisors 132,616 -0.92 40,306 9.57
2025-08-05 13F Cherry Tree Wealth Management, LLC 12,856 -1.61 3,907 8.80
2025-07-29 13F Koshinski Asset Management, Inc. 31,152 -4.13 9,468 6.02
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 2,199 -1.79 668 8.62
2025-07-28 13F Stegner Investment Associates Inc. 2,499 -6.26 760 3.69
2025-08-07 13F Alliance Wealth Management Group 2,666 -1.08 810 9.46
2025-04-28 13F Great Point Wealth Advisors, LLC 38,706 -3.11 10,638 -8.12
2025-07-01 13F Bush Investment Group, Llc 99,942 -4.62 30,375 5.47
2025-08-12 13F Viawealth, Llc 2,046 -11.16 622 -1.74
2025-07-29 13F Financial Symmetry Inc 8,785 -2.45 2,670 7.84
2025-08-13 13F Strategic Financial Planning, Inc. 16,317 -0.10 4,959 10.47
2025-07-18 13F Access Financial Services, Inc. 4,142 -6.42 1,259 3.45
2025-08-08 13F Arvest Bank Trust Division 4,374 -5.81 1,329 4.15
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 94,243 -3.10 28,643 7.16
2025-07-15 13F Signet Financial Management, Llc 27,763 -3.43 8,438 6.80
2025-08-07 13F Cypress Capital, LLC 149,324 -0.70 45,384 9.80
2025-07-24 13F Copperwynd Financial, LLC 972 -94.52 295 -93.95
2025-08-05 13F Levin Capital Strategies, L.p. 25,201 -28.83 7,659 -21.30
2025-07-16 13F Littlejohn Financial Services, Inc. 5,219 -15.55 1,586 -6.60
2025-07-30 13F D.a. Davidson & Co. 552,652 -0.94 167,968 9.54
2025-07-15 13F Financial Management Professionals, Inc. 172 -96.92 52 -96.61
2025-08-06 13F Wsfs Capital Management, Llc 13,102 -6.11 3,982 3.83
2025-08-12 13F Eldridge Investment Advisors, Inc. 8,358 -3.38 2,540 6.86
2025-07-23 13F Hager Investment Management Services, Llc 2,148 -3.81 653 6.36
2025-08-06 13F Modera Wealth Management, LLC 177,419 -2.07 53,923 8.30
2025-07-16 13F Pacific Sage Partners, LLC 0 -100.00 0
2025-07-24 13F Bernard Wealth Management Corp. 76 -75.32 23 -72.62
2025-08-08 13F Chandler Asset Management, Inc. 109,875 -0.57 33,394 9.96
2025-08-01 13F Centerpoint Advisors, LLC 1,050 -3.23 0
2025-07-31 13F Brighton Jones Llc 278,465 -1.44 84,634 8.99
2025-08-14 13F Waterway Wealth Management, LLC 2,238 -71.20 680 -68.16
2025-08-18 13F Wolverine Trading, Llc 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 2,446,455 -4.47 744 5.69
2025-08-11 13F Westover Capital Advisors, LLC 2,717 -0.15 826 10.44
2025-08-13 13F Global Endowment Management, LP 340,983 -13.26 103,635 -4.08
2025-07-25 13F R. W. Roge & Company, Inc. 17,841 -12.16 5 0.00
2025-06-26 NP MSTSX - Morningstar Unconstrained Allocation Fund 234,785 -3.92 64,054 -12.22
2025-07-22 13F Kickstand Ventures, Llc. 678 -10.91 206 -1.44
2025-08-01 13F GoalVest Advisory LLC 41,491 -3.80 12,610 6.39
2025-07-24 13F Etesian Wealth Advisors, Inc. 5,832 -2.47 1,773 7.85
2025-07-09 13F OLIO Financial Planning 129,912 -3.73 39,484 6.46
2025-08-08 13F 1776 Wealth LLC 5,182 -1.24 1,575 9.15
2025-07-25 13F Total Clarity Wealth Management, Inc. 8,267 -2.03 2,512 2.74
2025-07-25 13F Sharp Financial Services, LLC 2,182 -39.30 663 -32.89
2025-05-01 13F Quest 10 Wealth Builders, Inc. 3,935 -23.93 1,081 -27.89
2025-08-06 13F AE Wealth Management LLC 35,119 -2.27 10,674 8.08
2025-07-25 13F GFS Advisors, LLC 49,950 -2.44 15,181 7.88
2025-08-12 13F American Century Companies Inc 0 -100.00 0
2025-08-14 13F AllSquare Wealth Management LLC 98,006 -0.50 29,787 10.04
2025-07-15 13F Bay Capital Advisors, LLC 2,806 -0.04 853 10.51
2025-08-07 13F Brio Consultants, LLC 8,995 -21.80 2,734 -13.54
2025-07-21 13F Old Second National Bank Of Aurora 0 -100.00 0
2025-07-31 13F United Community Bank 6,597 -0.15 2,005 10.47
2025-08-14 13F Marquette Associates, Inc. 21,119 -0.25 6,419 10.31
2025-08-08 13F L & S Advisors Inc 23,695 -2.45 7,202 7.86
2025-08-06 13F SNS Financial Group, LLC 28,852 -0.59 8,795 10.27
2025-08-12 13F Financial Advocates Investment Management 95,096 -4.78 28,903 5.30
2025-07-17 13F Covenant Asset Management, LLC 5,359 -2.97 1,629 7.32
2025-07-18 13F Consolidated Portfolio Review Corp 13,101 -5.03 3,982 5.01
2025-07-31 13F FSA Investment Group, LLC 817 -86.78 248 -85.39
2025-07-16 13F St Germain D J Co Inc 5,388 -13.11 1,638 -3.93
2025-07-21 13F Abundance Wealth Counselors 18,741 -2.04 6 0.00
2025-07-28 13F Bridges Investment Management Inc 4,678 -5.72 1,422 4.26
2025-08-15 13F Brooks, Moore & Associates, Inc. 1,269 -32.10 395 -23.20
2025-07-09 13F Sapient Capital Llc 31,816 -0.37 9,699 10.51
2025-08-11 13F FineMark National Bank & Trust 60,142 -4.43 18,279 5.68
2025-07-25 13F SPC Financial, Inc. 7,228 -1.50 2,197 8.93
2025-07-15 13F Garrett Investment Advisors LLC 124,366 -2.39 37,799 7.94
2025-07-23 13F Fortis Advisors, LLC 973 -9.32 296 0.34
2025-08-18 13F Wolverine Trading, Llc Put 0 -100.00 0
2025-07-24 13F MSH Capital Advisors LLC 1,573 -2.84 478 7.42
2025-08-06 13F Van Cleef Asset Management,Inc 31,746 -0.22 9,649 10.34
2025-07-24 13F Invictus Private Wealth, Llc 974 -21.83 296 -13.45
2025-08-07 13F Winthrop Capital Management, LLC 5,073 -0.78 2 0.00
2025-08-08 13F Truepoint, Inc. 1,217,272 -1.07 369,965 9.40
2025-07-23 13F Axos Invest Inc. 179,980 -4.93 54,701 5.13
2025-07-09 13F Riversedge Advisors, Llc 2,444 -3.09 743 7.07
2025-08-01 13F Private Wealth Partners, LLC 14,750 -4.13 4,483 6.01
2025-08-13 13F Colonial Trust Advisors 3,983 -3.28 1,211 6.98
2025-08-14 13F Mercer Global Advisors Inc /adv 0 -100.00 0 -100.00
2025-08-14 13F Modern Wealth Management, LLC 273,070 -4.62 82,994 5.48
2025-07-23 13F Optas, LLC 83,348 -45.59 25,332 -39.83
2025-07-29 13F Spectrum Investment Advisors, Inc. 0 -100.00 0
2025-07-10 13F Anderson Hoagland & Co 13,287 -1.94 4,038 22.29
2025-07-25 13F Commonwealth Financial Services, LLC 1,127 -10.06 343 -0.58
2025-08-13 13F BlackDiamond Wealth Management Inc. 744 -1.33 226 8.13
2025-08-04 13F Noesis Capital Mangement Corp 2,860 -3.57 869 6.63
2025-08-11 13F One Capital Management, LLC 33,601 -28.09 10,213 -20.48
2025-04-22 13F LVZ Advisors, Inc. 0 -100.00 0
2025-08-12 13F Fortis Capital Management LLC 1,916 -0.47 582 10.02
2025-07-17 13F LexAurum Advisors, LLC 53,880 -0.12 16,376 10.45
2025-07-25 13F Atria Wealth Solutions, Inc. 124,227 -34.06 38,013 -26.58
2025-07-25 13F Hazlett, Burt & Watson, Inc. 84 -92.34 0
2025-07-21 13F Sterling Investment Counsel, LLC 0 -100.00 0
2025-07-15 13F Kraft Asset Management, Llc 0 -100.00 0
2025-05-12 13F Sandy Spring Bank 12,015 -2.17 3,302 -7.22
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 111,088 -0.52 33,763 14.47
2025-07-24 13F Galvin, Gaustad & Stein, LLC 6,042 -0.08 1,836 10.47
2025-07-30 13F Cabot-Wellington, LLC 679,335 -2.75 206,470 7.54
2025-08-05 13F Ellevest, Inc. 210,393 -83.76 63,945 -82.04
2025-07-29 13F Liberty Square Wealth Partners Llc 2,762 -0.47 839 10.10
2025-08-08 13F TD Capital Management LLC 255,171 -1.60 77,554 8.82
2025-08-05 13F American Institute for Advanced Investment Management, LLP 11,677 -0.42 3,549 10.12
2025-07-15 13F Martin Capital Advisors, LLP 19,384 -0.51 5,891 10.03
2025-07-29 13F Empirical Asset Management, LLC 0 -100.00 0
2025-07-30 13F MEMBERS Trust Co 10,125 -26.43 3,077 -18.64
2025-08-07 13F Curtis Advisory Group, LLC 7,901 -2.13 2,401 8.25
2025-07-16 13F Maridea Wealth Management LLC 2,404 -87.03 731 -85.66
2025-07-17 13F LifeGoal Wealth Advisors 5,986 -5.70 1,819 4.30
2025-07-22 13F Red Door Wealth Management, LLC 12,862 -3.76 3,909 6.43
2025-07-21 13F Matauro, Llc 10,286 -7.62 3,126 2.16
2025-07-21 13F Andina Capital Management, LLC 2,698 -49.96 820 -44.70
2025-07-18 13F Childress Capital Advisors, Llc 1,869 -0.90 568 9.65
2025-08-04 13F Keybank National Association/oh 88,780 -18.47 26,983 -9.84
2025-08-01 13F Envestnet Asset Management Inc 5,922,093 -1.85 1,799,706 8.53
2025-08-14 13F Sargent Investment Group, LLC 0 -100.00 0
2025-08-08 13F Sittner & Nelson, Llc 1,122 -44.65 341 -38.78
2025-07-16 13F Essex Financial Services, Inc. 32,973 -0.34 10,022 10.21
2025-07-30 13F/A KPP Advisory Services LLC 6,316 -11.03 1,920 -1.64
2025-07-24 13F IFP Advisors, Inc 31,844 -35.06 9,678 -28.19
2025-08-05 13F Bank of New York Mellon Corp 2,134,175 -1.14 648,640 9.32
2025-07-09 13F First Bank & Trust 214,991 -0.74 65,342 9.77
2025-07-10 13F Redhawk Wealth Advisors, Inc. 1,932 -82.83 587 -81.02
2025-07-11 13F Caldwell Securities, Inc 6,128 -2.39 1,862 7.94
2025-08-08 13F/A Sterling Capital Management LLC 16,165 -0.09 4,913 10.50
2025-07-10 13F Fulton Bank, N.a. 13,608 -0.01 4,136 10.56
2025-08-13 13F Milestone Investment Advisors LLC 13,886 -0.03 4,220 10.56
2025-07-16 13F Spirepoint Private Client, Llc 2,525 -0.39 767 10.20
2025-07-15 13F Highland Financial Advisors, LLC 27,316 -2.00 8,302 8.38
2025-08-14 13F Advisor OS, LLC 55,307 -3.01 16,810 7.25
2025-08-08 13F SBI Securities Co., Ltd. 624,292 -2.52 189,741 7.80
2025-07-15 13F Signal Tree Financial Partners Llc 11,348 -6.42 3,449 3.48
2025-07-28 13F Fairman Group, LLC 9,219 -0.05 2,810 6.08
2025-07-07 13F Dominguez Wealth Management Solutions, Inc. 1,126 -21.04 342 -12.53
2025-08-04 13F Evergreen Wealth Management, LLC 37,566 -8.80 11,418 0.85
2025-05-15 13F Glenmede Trust Co Na 509,067 -6.03 139,912 -10.89
2025-08-13 13F Stenger Family Office, LLC 2,454 -1.41 766 6.24
2025-07-17 13F BFI Infinity Ltd. 56,601 -3.42 17,203 6.80
2025-08-15 13F Sugar Maple Asset Management, LLC 1,055 -10.44 321 -0.93
2025-08-12 13F Northstar Financial Companies, Inc. 0 -100.00 0
2025-08-14 13F Main Street Financial Solutions, LLC 185,069 -4.02 56,248 6.13
2025-08-11 13F Platform Technology Partners 1,887 -5.79 573 4.18
2025-05-12 13F Richard W. Paul & Associates, LLC 0 -100.00 0
2025-08-14 13F FC Advisory LLC 23,866 -5.32 7,254 4.71
2025-07-29 13F International Assets Investment Management, Llc 39,069 -2.96 11,874 7.31
2025-08-14 13F Financial Advisory Service, Inc. 17,416 -0.17 5,293 10.41
2025-08-13 13F BCJ Capital Management, LLC 18,466 -9.87 5,612 -0.34
2025-07-22 13F Clarius Group, LLC 184,420 -9.66 56,051 -0.10
2025-08-05 13F Tiaa Trust, National Association 818,117 -8.69 248,650 0.97
2025-08-08 13F Maple Capital Management, Inc. 1,228 -16.75 373 -7.90
2025-08-14 13F Gotham Asset Management, LLC 70,909 -34.80 21,551 -27.90
2025-08-05 13F Ciovacco Capital Management LLC 0 -100.00 0
2025-08-13 13F Lumbard & Kellner, LLC 11,020 -3.30 3,349 6.93
2025-07-29 13F Disciplined Investments, LLC 0 -100.00 0
2025-08-06 13F Wedbush Securities Inc 29,882 -4.56 9 12.50
2025-07-15 13F MCF Advisors LLC 11,572 -5.31 3,524 4.91
2025-08-13 13F WCG Wealth Advisors LLC 25,490 -0.53 7,747 10.00
2025-07-18 13F Northeast Financial Group, Inc. 8,259 -0.57 2,510 9.99
2025-07-23 13F West Paces Advisors Inc. 19,496 -0.89 5,925 9.60
2025-07-31 13F CNB Bank 5,908 -1.02 1,796 9.45
2025-07-23 13F WoodTrust Financial Corp 0 -100.00 0
2025-08-11 13F Wbi Investments, Inc. 0 -100.00 0
2025-08-08 13F Condor Capital Management 2,017 -6.40 613 3.55
2025-07-25 13F Natural Investments, Llc 1,070 -5.64 0
2025-08-13 13F Safe Harbor Fiduciary, LLC 1,760 -3.67 535 6.37
2025-07-16 13F Novem Group 10,847 -2.87 3,297 7.40
2025-07-08 13F Juncture Wealth Strategies, Llc 5,140 -11.50 1,562 -2.13
2025-08-14 13F Lhm, Inc. 401,138 -3.24 122,284 7.33
2025-07-25 13F Strategic Point Investment Advisors, LLC 21,333 -1.57 6,484 8.85
2025-08-05 13F Wellington Shields & Co., LLC 430 -18.87 131 -10.34
2025-08-13 13F Victory Financial Group, Llc 12,266 -14.44 3,728 -5.21
2025-08-15 13F Earnest Partners Llc 3,943 -37.97 1,198 -31.43
2025-07-09 13F Goelzer Investment Management, Inc. 5,389 -2.28 1,638 8.05
2025-08-15 13F Chapman Financial Group, Llc 1,509 -16.58 459 -12.60
2025-07-28 13F WealthPLAN Partners, LLC 36,161 -33.53 10,991 -26.49
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,483,452 -10.50 450,904 -1.07
2025-08-14 13F West Coast Financial LLC 0 -100.00 0
2025-07-09 13F Intelligence Driven Advisers, LLC 1,507 -8.22 458 1.55
2025-08-12 13F Jefferies Financial Group Inc. 1,359 -35.29 413 -28.60
2025-07-30 13F Strategic Blueprint, LLC 52,993 -0.42 16,106 10.12
2025-07-15 13F RTD Financial Advisors, Inc. 6,328 -1.22 1,923 9.26
2025-08-11 13F Culbertson A N & Co Inc 39,776 -1.43 12,089 9.01
2025-07-17 13F Heritage Investment Group, Inc. 4,731 -1.58 1,438 8.78
2025-07-30 13F Darrow Company, Inc. 1,314 -0.83 399 9.62
2025-08-12 13F Waterloo Capital, L.P. 10,557 -0.84 3,208 9.68
2025-08-05 13F Towercrest Capital Management 2,666 -1.08 810 9.46
2025-08-07 13F Alpha Cubed Investments, LLC 8,732 -6.20 2,654 3.75
2025-08-08 13F eCIO, Inc. 2,529 -2.13 769 8.17
2025-04-29 13F Financial Network Wealth Management LLC 836 -0.24 0
2025-07-25 13F Libra Wealth Llc 195,687 -2.81 59,475 7.48
2025-08-13 13F Harfst & Associates, Inc. 29,238 -0.31 8,886 10.25
2025-08-06 13F Golden State Wealth Management, LLC 4,338 -39.54 1,318 -33.16
2025-08-08 13F Wall Street Access Asset Management, LLC 2,809 -28.45 854 -20.95
2025-08-15 13F State of Tennessee, Treasury Department 1,654,571 -0.41 502,874 10.13
2025-09-04 13F Reynders McVeigh Capital Management, LLC 2,958 -1.33 1
2025-08-12 13F NFP Retirement, Inc. 5,129 -6.08 1,559 3.87
2025-04-22 13F Stiles Financial Services Inc 0 -100.00 0
2025-07-25 13F Pandora Wealth, Inc. 314 -3.09 95 6.74
2025-07-21 13F Ameritas Advisory Services, LLC 28,897 -44.60 8,783 -40.30
2025-08-14 13F Amussen Hunsaker Associates Llc 14,883 -0.04 4,537 10.85
2025-07-21 13F Ntv Asset Management Llc 1,341 -1.76 408 8.53
2025-08-13 13F Crescent Grove Advisors, LLC 88,293 -0.31 26,916 10.57
2025-07-09 13F Archer Investment Management, LLC 2,906 -12.84 883 -3.60
2025-07-28 13F Cornerstone Wealth Group, LLC 62,056 -0.32 18,861 10.22
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 4,890 -0.61 1,486 9.91
2025-07-22 13F D.B. Root & Company, LLC 15,924 -5.57 4,840 4.42
2025-08-13 13F Ally Invest Advisors Inc. 4,695 -0.59 1,427 9.86
2025-07-15 13F FLP Wealth Management, LLC 0 -100.00 0
2025-07-15 13F James J. Burns & Company, LLC 15,097 -1.13 4,588 9.34
2025-07-15 13F Perennial Advisors, LLC 17,374 -2.38 5,281 7.95
2025-08-11 13F HHM Wealth Advisors, LLC 4,856 -1.44 1,476 8.94
2025-08-14 13F Parallax Volatility Advisers, L.P. 0 -100.00 0
2025-08-14 13F Parallax Volatility Advisers, L.P. Call 0 -100.00 0
2025-07-28 13F 5th Street Advisors, LLC 62,591 -5.22 19,023 4.81
2025-08-08 13F Intrua Financial, LLC 15,421 -2.49 4,687 7.82
2025-07-17 13F G&S Capital LLC 1,209 -5.47 367 4.56
2025-05-13 13F Clearbridge Investments, LLC 0 -100.00 0
2025-08-04 13F Daymark Wealth Partners, Llc 9,148 -5.23 2,780 4.79
2025-08-14 13F Headinvest, Llc 45,243 -6.59 13,751 3.30
2025-08-14 13F Sterling Wealth Management, Inc. 113,268 -0.36 34,426 4.50
2025-08-12 13F Concentrum Wealth Management 4,436 -1.40 1,348 9.06
2025-04-25 13F Perissos Private Wealth Management, LLC 0 -100.00 0
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 16,087 -1.28 4,421 -6.37
2025-08-14 13F Arete Wealth Advisors, LLC 15,881 -3.90 5 0.00
2025-07-29 13F Crux Wealth Advisors 10,112 -16.26 3,073 -7.41
2025-07-16 13F Cresta Advisors, Ltd. 64,376 -1.87 19,566 8.52
2025-07-25 NP UCMCX - Cornerstone Moderately Conservative Fund 7,851 -0.67 2,276 -1.73
2025-07-31 13F WFA Asset Management Corp 0 -100.00 0
2025-08-06 13F SP Asset Management LLC 4,908 -18.06 1,492 -9.42
2025-05-15 13F Alexis Investment Partners, LLC 0 -100.00 0
2025-07-18 13F Precision Wealth Strategies, LLC 1,553 -77.90 472 -75.56
2025-07-11 13F Myecfo, Llc 5,819 -1.59 1,769 8.80
2025-07-29 13F Foster & Motley Inc 2,864 -1.92 1
2025-08-11 13F Compass Capital Corp /ma/ /adv 12,416 -3.67 3,786 14.59
2025-07-24 13F McKinley Carter Wealth Services, Inc. 5,195 -9.10 1,579 0.57
2025-08-15 13F Nikulski Financial, Inc. 12,618 -2.99 3,835 7.30
2025-07-28 13F Triton Wealth Management, PLLC 0 -100.00 0
2025-08-13 13F Knuff & Co LLC 0 -100.00 0
2025-07-16 13F Tru Independence Asset Management 2, Llc 0 -100.00 0
2025-05-28 13F Turn8 Private Wealth Inc. 0 -100.00 0 -100.00
2025-07-24 13F Shayne & Co., Llc 46,232 -25.39 14,051 -17.49
2025-08-07 13F Tilson Financial Group, Inc. 1,942 -73.58 1 -100.00
2025-08-12 13F Zacks Investment Management 6,370 -7.36 1,936 2.49
2025-07-17 13F Mattern Wealth Management LLC 12,737 -1.30 3,871 9.17
2025-08-14 13F Monograph Wealth Advisors, Llc 38,108 -11.25 11,617 -1.57
2025-08-11 13F Greykasell Wealth Strategies, Inc. 1,623 -1.81 493 8.59
2025-04-29 13F SMART Wealth LLC 0 -100.00 0
2025-07-30 13F Silver Oak Wealth Advisors Services, Llc 3,818 -5.52 1,160 4.50
2025-08-13 13F M&t Bank Corp 111,681 -1.58 33,944 8.84
2025-08-14 13F Stage Harbor Financial, Llc 3,416 -0.38 1,038 10.19
2025-05-15 13F Parallax Volatility Advisers, L.P. Put 0 -100.00 0 -100.00
2025-07-14 13F Cathy Pareto & Associates, Inc 2,980 -0.43 906 10.10
2025-08-13 13F Wrenne Financial Planning LLC 150,815 -1.95 45,837 8.43
2025-07-30 13F Princeton Global Asset Management LLC 10,012 -3.84 3,043 6.33
2025-08-11 13F Mach-1 Financial Group, Inc. 0 -100.00 0
2025-07-09 13F Pallas Capital Advisors LLC 7,988 -61.36 2,428 -57.28
2025-07-18 13F Nabity-Jensen Investment Management Inc 8,126 -4.93 2,470 5.11
2025-07-22 13F Highland Capital Management, Llc 35,381 -1.43 10,753 9.00
2025-08-14 13F Royal Bank Of Canada 2,932,748 -32.90 891,351 -25.80
2025-07-09 13F Sunpointe, LLC 28,010 -2.53 8,539 8.10
2025-08-12 13F Cadence Wealth Management LLC 2,019 -0.05 614 10.45
2025-08-06 13F Summit Wealth Group, LLC 6,474 -1.72 2 0.00
2025-07-08 13F/A Team Hewins, LLC 0 -100.00 0 -100.00
2025-07-10 13F ARS Wealth Advisors Group, LLC 3,956 -1.00 1,202 9.47
2025-07-28 13F Morris Financial Concepts, Inc. 1 -99.98 0 -100.00
2025-07-22 13F Oak Hill Wealth Advisors, Llc 8,112 -3.04 2,479 7.79
2025-08-07 13F 49 Wealth Management, Llc 797 -8.18 242 1.68
2025-08-11 13F Pinnacle Financial Group, LLC / IL 13,388 -1.35 4,076 9.28
2025-04-28 13F Clarity Capital Partners LLC 0 -100.00 0
2025-07-16 13F Sylvest Advisors, LLC 14,150 -3.78 4,301 6.41
2025-07-07 13F Park Edge Advisors, LLC 6,256 -1.65 1,902 8.75
2025-06-03 13F/A First National Bank Of Omaha 14,832 -36.45 4,076 -26.37
2025-07-11 13F Coastwise Capital Group, LLC 0 -100.00 0
2025-04-11 13F Intellectus Partners, LLC 0 -100.00 0
2025-04-14 13F Fenimore Asset Management Inc 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 1,174,140 -1.64 356,856 8.77
2025-08-14 13F Circle Wealth Management, LLC 260,936 -4.71 79,306 5.38
2025-07-21 13F Catalina Capital Group, LLC 1,735 -0.06 527 10.48
2025-07-25 13F One Degree Advisors Inc 106,571 -9.51 32 0.00
2025-07-09 13F Southern Style Financial, Inc. 0 -100.00 0
2025-08-11 13F United Capital Financial Advisers, Llc 119,548 -6.70 36,334 3.18
2025-08-13 13F Berkshire Asset Management Llc/pa 728 -2.28 221 6.76
2025-07-16 13F Old Port Advisors 0 -100.00 0
2025-07-25 13F Ellis Investment Partners, LLC 1,469 -7.55 447 2.29
2025-07-31 13F Strata Wealth Advisors, LLC 2,422 -36.86 736 -30.17
2025-08-01 13F Howard Capital Management Inc. 0 -100.00 0
2025-07-30 13F Red Crane Wealth Management, Llc 1,950 -0.36 593 10.24
2025-08-14 13F Williams Jones Wealth Management, LLC. 5,702 -30.15 1,733 -22.74
2025-07-22 13F Aspire Private Capital, LLC 3,854 -1.83 1,171 8.53
2025-07-22 13F Financial Insights, Inc. 5,583 -34.63 1,697 -27.74
2025-07-31 13F Cadinha & Co Llc 4,022 -2.94 1,222 7.38
2025-08-05 13F Roffman Miller Associates Inc /pa/ 6,866 -9.63 2,087 -0.10
2025-07-14 13F Sellwood Investment Partners LLC 2,737 -2.08 832 8.20
2025-07-15 13F Palumbo Wealth Management LLC 2,280 -1.51 693 8.96
2025-08-12 13F One Charles Private Wealth Services, LLC 10,088 -1.23 3,066 9.19
2025-07-23 13F Columbus Macro, LLC 9,199 -34.39 2,796 -27.46
2025-07-25 13F Alpha Financial Partners, LLC 2,079 -42.46 632 -36.39
2025-07-17 13F Park Place Capital Corp 798 -92.84 242 -92.10
2025-08-04 13F Ledyard National Bank 10,919 -9.92 3,319 -0.39
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