BSV - Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
US ˙ ARCA ˙ US9219378273

Mga Batayang Estadistika
Pemilik Institusional 1251 total, 1251 long only, 0 short only, 0 long/short - change of 0.32% MRQ
Alokasi Portofolio Rata-rata 0.9631 % - change of -3.79% MRQ
Saham Institusional (Jangka Panjang) 409,251,180 (ex 13D/G) - change of 34.99MM shares 9.35% MRQ
Nilai Institusional (Jangka Panjang) $ 31,152,089 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (US:BSV) memiliki 1251 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 409,251,180 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, Morgan Stanley, Mercer Global Advisors Inc /adv, Jpmorgan Chase & Co, Allworth Financial LP, Empower Advisory Group, LLC, Goldman Sachs Group Inc, Northern Trust Corp, Bank Of America Corp /de/, and LPL Financial LLC .

Struktur kepemilikan institusional Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (ARCA:BSV) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 78.98 / share. Previously, on September 9, 2024, the share price was 78.55 / share. This represents an increase of 0.55% over that period.

BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF Historical Put/Call Ratio
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-07-23 13F H&H Retirement Design & Management INC 20,432 4.60 1,603 4.91
2025-08-06 13F Grey Fox Wealth Advisors, LLC 23,818 -5.28 1,874 -4.78
2025-07-15 13F Marquette Asset Management, LLC 0 -100.00 0
2025-08-13 13F StoneX Group Inc. 17,650 16.67 1,389 17.23
2025-08-01 13F Liberty Wealth Management Llc 5,994 -0.71 472 0.00
2025-07-28 13F Harbour Investments, Inc. 65,509 5.25 5,156 5.81
2025-07-03 13F Fiduciary Financial Group, Llc 4,875 4.79 382 5.25
2025-08-05 13F MKP Capital Management, L.L.C. 970,000 0.00 76,339 0.54
2025-08-13 13F Congress Wealth Management LLC / DE / 918,429 1,747.98 72,280 1,759.05
2025-07-15 13F Fortitude Family Office, LLC 753 36.91 59 37.21
2025-07-16 13F Brown, Lisle/cummings, Inc. 7,553 0.00 594 0.51
2025-07-23 13F Kingswood Wealth Advisors, Llc 7,582 -9.36 597 -8.87
2025-08-05 13F J. W. Coons Advisors, LLC 4,875 -3.08 384 -2.54
2025-07-23 13F Clear Creek Financial Management, LLC 6,304 23.00 496 23.69
2025-08-05 13F Bank Of Montreal /can/ 212,784 -9.91 16,746 -9.42
2025-08-08 13F WASHINGTON TRUST Co 0 -100.00 0
2025-08-14 13F German American Bancorp, Inc. 5,623 0.00 443 0.45
2025-08-05 13F Pointe Capital Management LLC 6,175 -2.06 486 -1.62
2025-07-31 13F CVA Family Office, LLC 11,175 -1.09 879 -0.57
2025-07-15 13F Fifth Third Bancorp 847,680 4.23 66,712 4.79
2025-08-08 13F SBI Securities Co., Ltd. 3,249 13.13 256 13.84
2025-08-14 13F Valley Financial Group, Inc. 17,156 -1.82 1,350 -1.24
2025-07-29 13F Monument Group Wealth Advisors, LLC 3,767 -67.68 296 -67.54
2025-07-24 13F Trust Co Of Toledo Na /oh/ 497 39
2025-07-30 13F Whittier Trust Co Of Nevada Inc 4,523 -29.59 356 -29.28
2025-08-01 13F Advisory Alpha, LLC 0 -100.00 0
2025-07-17 13F PMG Wealth Management, Inc. 6,723 -54.20 527 -53.97
2025-08-12 13F Tarbox Family Office, Inc. 2,911 229
2025-07-15 13F Patriot Investment Management Inc. 78,320 1.67 6,164 2.21
2025-07-18 13F SigFig Wealth Management, LLC 157,488 1.02 12,379 1.48
2025-08-11 13F Traub Capital Management LLC 600 47
2025-08-15 13F Blue Chip Partners, Inc. 3,209 0.98 253 1.61
2025-07-21 13F Montz Harcus Wealth Management LLC 2,993 236
2025-07-25 13F Presilium Private Wealth, Llc 453,153 9.01 35,663 9.59
2025-07-14 13F Ridgewood Investments LLC 44,576 9.18 3,508 9.76
2025-07-30 13F Patten Group, Inc. 44,449 4.38 3,498 4.95
2025-04-28 13F Vontobel Holding Ltd. 0 -100.00 0
2025-08-07 13F LFA - Lugano Financial Advisors SA 2,246 176
2025-08-14 13F CoreCap Advisors, LLC 22,719 2.88 1,788 3.41
2025-07-17 13F Fiduciary Advisors, Inc. 22,505 -6.91 1,771 -6.40
2025-08-04 13F Linscomb & Williams, Inc. 5,499 3.44 433 3.85
2025-07-28 13F Sagace Wealth Management LLC 52,884 11.18 4,162 11.76
2025-08-08 13F Gts Securities Llc 5,688 448
2025-08-14 13F Goldman Sachs Group Inc 16,550,215 -0.02 1,302,502 0.52
2025-05-15 13F Putnam Fl Investment Management Co 0 -100.00 0
2025-07-23 13F Sachetta, LLC 841 1.94 66 3.13
2025-07-30 13F Cambridge Capital Management, Llc 5,785 -52.45 455 -52.21
2025-07-25 13F NorthRock Partners, LLC 351 -25.48 28 -25.00
2025-07-31 13F Silver Oak Advisory Group, Inc. 198,275 3.34 16 0.00
2025-08-14 13F Kovitz Investment Group Partners, LLC 80,142 -5.15 6,307 -4.63
2025-08-04 13F One Day In July LLC 0 -100.00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 175,698 -5.52 13,827 -5.01
2025-08-06 13F Summit Wealth Group, LLC 7,596 -7.98 1
2025-07-10 13F Family Legacy Financial Solutions, LLC 1,840 145
2025-08-07 13F BOK Financial Private Wealth, Inc. 26 -78.69 2 -77.78
2025-08-05 13F Burney Co/ 9,255 -42.27 728 -41.99
2025-08-13 13F SageView Advisory Group, LLC 29,493 -33.89 2,312 -33.82
2025-07-25 13F Index Fund Advisors, Inc. 0 -100.00 0
2025-07-10 13F Websterrogers Financial Advisors, Llc 34,478 -2.10 2,713 -1.56
2025-08-26 NP IRCAX - Voya Retirement Conservative Portfolio Class ADV 158,099 -1.49 12,442 -0.96
2025-04-25 13F Essex LLC 0 -100.00 0 -100.00
2025-08-27 13F Barnes Wealth Management Group, Inc 5,867 -5.61 462 -5.14
2025-07-10 13F Bath Savings Trust Co 70,156 2.16 5,521 2.72
2025-08-08 13F Tortoise Investment Management, LLC 6,236 6.14 491 6.75
2025-07-15 13F North Star Investment Management Corp. 247 19
2025-07-24 13F JNBA Financial Advisors 1,369 -18.95 108 -18.94
2025-08-04 13F Center for Financial Planning, Inc. 1,060 -32.18 83 -31.97
2025-08-14 13F Evergreen Capital Management Llc 7,018 552
2025-04-21 13F Green Square Capital Advisors Llc 0 -100.00 0 -100.00
2025-07-02 13F Central Pacific Bank - Trust Division 77,305 -5.77 6,084 -5.28
2025-07-28 13F RFG Advisory, LLC 178,103 35.23 14,017 35.96
2025-08-11 13F Diversified Portfolios, Inc. 188,180 -12.80 14,810 -12.33
2025-08-12 13F Archer Investment Corp 13,895 0.50 1,094 1.02
2025-08-15 13F/A Florida Financial Advisors, Llc 3,632 286
2025-08-13 13F Crabel Capital Management, LLC 9,314 122.61 733 124.16
2025-08-13 13F Continuum Advisory, LLC 3,625 -66.23 285 -66.07
2025-07-21 13F Credential Qtrade Securities Inc. 0 -100.00 0 -100.00
2025-07-22 13F Red Tortoise LLC 3,053 2.14 240 3.00
2025-07-23 13F Proffitt & Goodson Inc 37,644 2.05 2,963 2.60
2025-08-08 13F Advyzon Investment Management, LLC 12,892 -0.77 1,015 -0.29
2025-08-12 13F Bokf, Na 26,031 46.64 2,049 47.44
2025-07-15 13F Td Private Client Wealth Llc 206,203 -12.64 16,228 -12.17
2025-08-05 13F Lincoln National Corp 3,457,109 -1.90 272,074 -1.37
2025-07-17 13F Clear Point Advisors Inc. 2,598 204
2025-07-25 13F Investment Advisory Group, LLC 4,335 1.50 341 2.10
2025-07-22 13F Capital City Trust Co/fl 2,578 0.00 203 0.50
2025-05-02 13F Capital A Wealth Management, LLC 143 0.00 11 0.00
2025-07-23 13F Prime Capital Investment Advisors, LLC 707,235 -15.08 55,659 -14.63
2025-08-13 13F Annandale Capital, LLC 529,737 -3.27 42 -2.38
2025-07-25 13F Pandora Wealth, Inc. 3 0.00 0
2025-07-31 13F Darden Wealth Group Inc 4,014 316
2025-08-14 13F Wick Capital Partners, LLC 557 -93.18 643 0.63
2025-08-12 13F Global Retirement Partners, LLC 38,775 0.35 3,052 2.21
2025-07-28 13F RCS Financial Planning, LLC 18,184 2.15 1,431 2.73
2025-07-11 13F Westfuller Advisors, LLC 38,935 0.54 3,064 1.09
2025-08-13 13F Financial & Tax Architects, LLC 4,715 3.51 371 4.21
2025-08-13 13F MetLife Investment Management, LLC 2,336,000 5.89 183,843 6.46
2025-08-14 13F Envision Financial Planning, LLC 13,252 41.84 1,043 42.54
2025-07-09 13F Breakwater Investment Management 6,664 0.00 524 0.58
2025-08-04 13F Integrity Alliance, Llc. 18,013 1,418
2025-08-04 13F REDW Wealth LLC 159,933 2.78 12,587 3.33
2025-08-12 13F Atlas Capital Advisors Llc 1,050 30.76 83 32.26
2025-08-06 13F Washington Trust Bank 7,616 599
2025-08-07 13F Davis R M Inc 4,500 -1.10 354 -0.56
2025-08-14 13F/A Skopos Labs, Inc. 708 56
2025-07-29 13F Lutz Financial Services LLC 242,492 -1.16 19,084 -0.63
2025-05-09 13F Foster Dykema Cabot & Partners, Llc 0 -100.00 0 -100.00
2025-07-31 13F Topsail Wealth Management, LLC 5,114 0.95 402 1.52
2025-08-05 13F Atlas Wealth Partners, LLC 3,426 0.00 0
2025-08-13 13F Russell Investments Group, Ltd. 616 48
2025-07-17 13F MBA Advisors LLC 0 -100.00 0
2025-08-07 13F Northwest Bancshares, Inc. 3,677 -9.03 289 -8.54
2025-08-07 13F Parkside Financial Bank & Trust 215,780 0.32 16,982 0.86
2025-08-13 13F Todd Asset Management Llc 5,192 0.00 409 0.49
2025-08-08 13F Stephenson & Company, Inc. 215,909 8.18 16,992 8.76
2025-08-13 13F Per Stirling Capital Management, LLC. 52,523 -4.31 4,134 -3.79
2025-08-11 13F Summit Wealth Partners, LLC 32,836 0.02 2,584 0.58
2025-07-30 13F Canvas Wealth Advisors, LLC 7,532 0.00 590 0.34
2025-08-08 13F Blankinship & Foster, LLC 6,426 506
2025-07-15 13F Family Wealth Partners, Llc 31,746 -7.01 2,498 -6.51
2025-07-21 13F Trellis Wealth Advisors LLC 173,003 1.32 13,615 1.86
2025-07-01 13F Park National Corp /oh/ 2,902 10.93 228 11.76
2025-07-14 13F Park Avenue Securities Llc 330,410 5.59 26 8.33
2025-07-15 13F McAdam, LLC 188,139 4.75 14,807 5.31
2025-07-30 13F Avidian Wealth Solutions, LLC 19,317 2.09 1,520 2.63
2025-07-10 13F Exchange Traded Concepts, Llc 633,989 419.33 49,895 422.12
2025-07-31 13F Manuka Financial, LLC 67,268 10.47 5,294 11.08
2025-08-11 13F CBIZ Investment Advisory Services, LLC 5,055 -0.51 398 0.00
2025-08-12 13F Journey Strategic Wealth Llc 2,737 3.09 215 3.86
2025-07-22 13F Aquire Wealth Advisors, LLC 0 -100.00 0
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 92,494 -5.90 7 0.00
2025-07-31 13F Moloney Securities Asset Management, LLC 25,259 8.82 1,988 9.42
2025-07-14 13F Gridiron Partners, LLC 9,994 0.00 787 0.51
2025-08-14 13F Karpus Management, Inc. 60,670 -7.54 4,775 -7.05
2025-08-14 13F Potomac Fund Management Inc /adv 5,645 -11.16 442 -11.27
2025-07-15 13F DB Fitzpatrick & Co, Inc 1,694 0.00 133 0.76
2025-07-22 13F Bay Harbor Wealth Management, LLC 169,721 -1.62 13,357 -1.10
2025-07-17 13F Archford Capital Strategies, LLC 97,909 0.43 7,705 0.97
2025-07-17 13F Vermillion Wealth Management, Inc. 1,165 -20.04 92 -20.18
2025-08-19 13F Hohimer Wealth Management, Llc 88,805 -56.06 6,989 -55.83
2025-07-15 13F Evanson Asset Management, LLC 25,633 0.60 2,017 1.15
2025-08-11 13F Covestor Ltd 109 0
2025-08-13 13F Fiduciary Group LLC 29,991 -5.11 2,360 -4.61
2025-07-23 13F Integris Wealth Management, LLC 754,404 -0.72 59,372 -0.19
2025-08-01 13F Ashton Thomas Private Wealth, LLC 44,195 3.23 3,478 3.79
2025-07-31 13F Curio Wealth, Llc 1,586 39,550.00 125 463.64
2025-08-14 13F C M Bidwell & Associates Ltd 157,322 -1.11 12,381 -0.57
2025-08-11 13F Pineridge Advisors LLC 0 -100.00 0
2025-08-01 13F Rossby Financial, LCC 7,638 5.41 601 5.81
2025-07-08 13F Hickory Point Bank & Trust 9,300 1.09 732 1.53
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 4,311,017 -6.82 339,277 -6.32
2025-07-30 13F Argonautica Private Wealth Management, Inc 3,980 -0.05 313 0.64
2025-07-07 13F Retirement Wealth Solutions LLC 68,179 -3.23 5,366 -2.70
2025-08-19 13F Delos Wealth Advisors, LLC 551 43
2025-05-15 13F Marshall & Sterling Wealth Advisors Inc. 0 -100.00 0
2025-07-31 13F Washington Trust Advisors, Inc. 7,063 556
2025-07-14 13F Farmers & Merchants Investments Inc 201,586 0.00 15,865 0.53
2025-08-13 13F Providence Capital Advisors, LLC 3,682 290
2025-04-23 13F GHP Investment Advisors, Inc. 0 -100.00 0
2025-05-09 13F Cumberland Partners Ltd 0 -100.00 0
2025-07-17 13F Coastline Trust Co 1,604 -11.38 126 -10.64
2025-07-29 13F Kondo Wealth Advisors, Inc. 17,965 -4.11 1,408 -4.02
2025-07-30 13F Smith Thornton Advisors LLC 2,728 0.00 215 0.47
2025-08-14 13F Mml Investors Services, Llc 826,927 1.83 65 3.17
2025-07-31 13F Prudent Man Advisors, LLC 89,043 6.60 7,008 7.17
2025-08-13 13F Parkworth Wealth Management, Inc. 45,460 0.61 3,578 1.13
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 4,921 -1.09 387 -0.51
2025-07-18 13F Pure Financial Advisors, Inc. 51,419 -7.71 4,047 -7.22
2025-08-14 13F Elevatus Welath Management 10,282 -6.65 809 -6.15
2025-08-11 13F First American Trust, Fsb 146,615 4.11 11,539 4.67
2025-08-13 13F Certior Financial Group, Llc 25,829 3.53 2,033 4.05
2025-08-14 13F AllSquare Wealth Management LLC 20 2
2025-07-25 13F Community Bank, N.A. 1,350 0.00 106 0.95
2025-07-14 13F Pacifica Partners Inc. 1,292 0.00 102 0.00
2025-08-04 13F Leeward Financial Partners, LLC 36,709 16.45 2,889 17.11
2025-07-31 13F Nisa Investment Advisors, Llc 19,872 -5.10 1,564 -4.64
2025-07-09 13F Baron Financial Group, LLC 6,065 -4.56 477 -4.02
2025-07-17 13F Washington Capital Management Inc 88,630 0.00 6,975 0.55
2025-04-11 13F Davis Capital Management 0 -100.00 0
2025-07-25 13F Concord Wealth Partners 74 0.00 6 0.00
2025-07-31 13F Red Wave Investments LLC 12,181 0.00 959 0.52
2025-07-24 13F Costello Asset Management, INC 165 1.23 13 0.00
2025-08-04 13F Pensionmark Financial Group, Llc 898,178 6.19 70,687 6.77
2025-07-15 13F Optima Capital Llc 2,711 -13.55 213 -13.06
2025-07-28 13F BRYN MAWR TRUST Co 3,860 0.00 304 0.33
2025-08-12 13F Palisades Hudson Asset Management, L.P. 14,284 1
2025-08-12 13F MAI Capital Management 33,887 -11.10 2,667 -10.66
2025-07-15 13F Accurate Wealth Management, LLC 0 -100.00 0
2025-07-16 13F Exeter Financial, LLC 116,905 -9.51 9,200 -9.03
2025-08-15 13F CI Private Wealth, LLC 5,928,304 79.46 448,360 73.38
2025-05-09 13F Investment Counsel Co Of Nevada 0 -100.00 0
2025-07-08 13F Zrc Wealth Management, Llc 926 0.87 73 1.41
2025-08-14 13F First International Bank of Israel Ltd. 4,154 327
2025-08-01 13F Reliant Investment Partners, LLC 6,435 0.00 506 0.60
2025-08-11 13F Foundation Wealth Management, LLC\PA 103,739 -0.75 8,164 -0.21
2025-08-06 13F Csenge Advisory Group 14,378 -46.88 1,127 -46.81
2025-07-22 13F SOL Capital Management CO 37,830 -20.47 3 -33.33
2025-08-08 13F Avantax Advisory Services, Inc. 435,969 -3.77 34,311 -3.26
2025-07-28 13F Strategent Financial, LLC 2,845 0.00 224 0.45
2025-07-21 13F Life Planning Partners, Inc 6,861 -4.55 540 -4.09
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 14,734 3.97 1,160 4.51
2025-07-14 13F S.A. Mason LLC 4,600 0.00 362 0.56
2025-07-15 13F Legacy Financial Group LLC 171,356 0.11 13,486 0.64
2025-08-11 13F FSA Wealth Management LLC 0 -100.00 0
2025-07-18 13F Brookmont Capital Management 9,007 0.07 709 0.57
2025-04-21 13F Friedenthal Financial 0 -100.00 0
2025-07-16 13F A. D. Beadell Investment Counsel, Inc. 6,055 -4.86 0
2025-08-06 13F North Capital, Inc. 492 0.00 39 0.00
2025-08-13 13F Quadrant Capital Group Llc 8,947 0.00 704 0.57
2025-08-05 13F Hills Bank & Trust Co 1,880 148
2025-08-06 13F Legacy Bridge, LLC 50 0.00 4 0.00
2025-08-12 13F Park Square Financial Group, LLC 2,582 2.62 203 3.57
2025-07-23 13F West Paces Advisors Inc. 0 -100.00 0
2025-07-23 13F Center For Asset Management LLC 9,825 -5.37 759 -6.65
2025-07-30 13F/A Old Point Trust & Financial Services N A 16,995 83.19 1,338 84.16
2025-07-29 13F Stephens Inc /ar/ 42,391 0.78 3,336 1.34
2025-07-30 13F Clune & Associates, Ltd. 166,762 12.01 13,124 12.61
2025-08-14 13F Colony Group, LLC 1,776,660 2.10 139,823 2.64
2025-08-04 13F Arcadia Wealth Management, Inc. 2,584 0.00 203 0.50
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 4,201 38.65 330 39.83
2025-08-13 13F VestGen Advisors, LLC 44,750 -9.53 3,522 -9.04
2025-08-12 13F Camden National Bank 4,023 -2.43 317 -1.86
2025-07-29 13F Kanawha Capital Management Llc 71,550 -0.82 5,631 -0.30
2025-07-30 13F Bogart Wealth, LLC 487 90.23 38 90.00
2025-08-14 13F Millennium Management Llc 17,720 164.12 1,395 165.52
2025-08-12 13F AlphaCore Capital LLC 4,600 362
2025-08-14 13F Headlands Technologies LLC 0 -100.00 0 -100.00
2025-08-14 13F Money Concepts Capital Corp 3,798 299
2025-08-05 13F Peregrine Asset Advisers, Inc. 19,486 -3.44 1,534 -2.91
2025-07-16 13F Cadent Capital Advisors, LLC 24,929 -17.07 1,962 -16.66
2025-07-18 13F Powers Advisory Group, LLC 11,634 -1.71 916 -1.19
2025-07-02 13F Waller Financial Planning Group, Inc 17,468 -5.73 1,375 -5.24
2025-08-14 13F Ameriprise Financial Inc 1,121,749 12.41 87,662 11.88
2025-07-17 13F SeaBridge Investment Advisors LLC 6,719 -2.81 529 -2.40
2025-07-24 13F Moseley Investment Management Inc 3,277 -2.79 258 -2.28
2025-08-11 13F Perennial Investment Advisors, LLC 4,871 -1.22 383 -0.78
2025-05-06 13F MCF Advisors LLC 0 -100.00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 81,574 -24.83 6,420 -24.44
2025-07-29 13F Unison Advisors LLC 14,190 -20.95 1,117 -20.57
2025-08-13 13F Millstone Evans Group, LLC 822 0.00 65 0.00
2025-07-29 13F May Barnhard Investments LLC 5,658 34.36 445 35.26
2025-07-25 13F FIDELIS iM, LLC 67,918 -13.06 5,345 88,983.33
2025-07-15 13F Mather Group, Llc. 0 -100.00 0
2025-07-25 13F Transcendent Capital Group LLC 13,410 1.04 1,055 1.64
2025-07-10 13F Uptown Financial Advisors LLC 82,616 2.17 6,502 2.72
2025-08-01 13F Bessemer Group Inc 6,723 -51.34 1 -100.00
2025-08-01 13F Wincap Financial Llc 3,408 -96.20 268 -96.18
2025-08-12 13F Absolute Capital Management, LLC 16,025 18.15 1,261 18.85
2025-07-14 13F Lighthouse Wealth Management Inc. 10,363 -7.46 816 -6.96
2025-07-16 13F Asset Allocation & Management Company, LLC 17,772 0.00 1 0.00
2025-07-17 13F HCR Wealth Advisors 7,940 0.00 625 0.48
2025-08-15 13F Semmax Financial Advisors Inc. 54,425 -0.53 4,273 0.00
2025-08-05 13F Dunhill Financial, LLC 1,389 0.00 109 0.93
2025-07-30 13F Insight Advisors, LLC/ PA 3,936 0.05 310 0.65
2025-07-17 13F CogentBlue Wealth Advisors, LLC 25,029 -25.48 1,970 -25.10
2025-07-22 13F Old National Bancorp /in/ 109,650 -35.01 8,629 -34.66
2025-07-10 13F Tompkins Financial Corp 237 0.00 19 0.00
2025-07-25 13F Sovereign Financial Group, Inc. 132,857 13.50 10,456 14.11
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 4,461 0.95 351 1.74
2025-08-08 13F Pinney & Scofield, Inc. 1,704 0.53 134 1.52
2025-07-09 13F Pines Wealth Management, LLC 82,103 67.10 6,424 67.35
2025-07-11 13F Adirondack Trust Co 53 -74.40 4 -75.00
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 -100.00 0
2025-04-30 13F Sofos Investments, Inc. 51,725 17.31 4,049 21.74
2025-05-14 13F Brown Brothers Harriman & Co 0 -100.00 0
2025-07-15 13F Graypoint LLC 15,586 -13.11 1,227 -12.68
2025-08-08 13F Emerald Investment Partners, Llc 1,229 2.67 97 3.23
2025-07-17 13F Stone Point Wealth LLC 85,755 3.71 6,749 4.25
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 152 -24.00 12 -26.67
2025-07-21 13F Creative Capital Management Investments LLC 655 0.00 52 0.00
2025-07-15 13F Colonial River Wealth Management, LLC 0 -100.00 0
2025-07-17 13F Neumann Capital Management, LLC 57,250 0.88 4,506 1.42
2025-07-23 13F HMV Wealth Advisors, LLC 32,864 28.06 2,586 28.78
2025-07-11 13F Essex Savings Bank 2,551 201
2025-08-04 13F Jim Saulnier & Associates, Llc 15,900 -9.62 1,251 -9.15
2025-08-14 13F Man Group plc 139,943 -11.78 11,014 -11.31
2025-07-16 13F Vestia Personal Wealth Advisors 5,583 2.95 439 3.54
2025-08-01 13F Planning Directions Inc 194,290 -1.20 15,291 -0.67
2025-08-13 13F Rsm Us Wealth Management Llc 160,843 3.92 12,658 4.48
2025-08-12 13F Calton & Associates, Inc. 28,568 -7.29 2,248 -6.80
2025-04-23 13F Sunesis Advisors, LLC 85,215 0.01 6,671 1.32
2025-07-21 13F Sage Financial Management Group, Inc. 271,146 49.36 21 50.00
2025-07-18 13F United Bank 11,034 0.00 868 0.58
2025-07-15 13F Alpha Omega Wealth Management LLC 35,826 0.45 2,820 1.00
2025-07-18 13F Lockerman Financial Group, Inc. 4,081 4.21 321 4.90
2025-07-31 13F BIP Wealth, LLC 2,658 -40.68 209 -40.29
2025-08-11 13F Private Advisor Group, LLC 182,313 3.37 14,348 3.93
2025-05-15 13F/A Orion Portfolio Solutions, LLC 375,726 20.67 29,412 22.25
2025-07-14 13F AdvisorNet Financial, Inc 5,622 -60.51 442 -60.32
2025-07-21 13F Compass Planning Associates Inc 108,282 23.33 8,522 24.00
2025-07-30 13F Strategic Blueprint, LLC 3,196 -31.15 252 -30.85
2025-08-14 13F Synovus Financial Corp 30,032 -0.26 2,365 0.34
2025-08-04 13F L.m. Kohn & Company 3,048 -0.49 240 0.00
2025-08-08 13F/A Ignite Planners, LLC 5,949 6.79 466 6.88
2025-07-18 13F First Pacific Financial 760 60
2025-07-22 13F MGO Private Wealth, LLC 4,157 -37.07 327 -36.75
2025-08-04 13F MeadowBrook Investment Advisors LLC 1,825 0.00 141 1.44
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 552,759 9.64 43,502 10.23
2025-07-10 13F Focus Financial Network, Inc. 153,399 5.00 12,073 5.56
2025-04-29 13F Lee Danner & Bass Inc 0 -100.00 0 -100.00
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 -100.00 0
2025-07-17 13F K2 Financial Inc. 0 -100.00 0
2025-07-08 13F Apella Capital, LLC 1,621,727 -4.53 126,819 -4.33
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 4,653 -13.91 366 -13.48
2025-08-06 13F Penserra Capital Management LLC 648,142 7.72 51 8.51
2025-08-13 13F Cheviot Value Management, LLC 28,167 -4.23 2,212 -3.79
2025-08-15 13F Equitable Holdings, Inc. 12,805 25.40 1,008 26.03
2025-08-13 13F Capital Group Private Client Services, Inc. 12,604 23.71 992 24.34
2025-07-10 13F Sovran Advisors, LLC 27,647 -31.53 2,161 -31.62
2025-08-01 13F FSA Advisors, Inc. 0 -100.00 0
2025-07-16 13F St Germain D J Co Inc 300 0.00 24 0.00
2025-08-04 13F Mesirow Financial Investment Management, Inc. 14,421 1.20 1,135 1.70
2025-08-14 13F Principia Wealth Advisory, LLC 7,124 15.41 561 16.42
2025-08-13 13F ESL Trust Services, LLC 2,235 28.82 176 29.63
2025-08-13 13F Elgethun Capital Management 5,310 -17.80 418 -17.43
2025-05-13 13F Centerpoint Advisors, LLC 0 -100.00 0
2025-07-28 13F Axxcess Wealth Management, Llc 9,599 -19.28 755 -18.82
2025-05-15 13F Prelude Capital Management, Llc 0 -100.00 0
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 31,132 3.67 2,450 4.75
2025-07-09 13F First Financial Corp /in/ 25 0.00 2 0.00
2025-08-04 13F AMG National Trust Bank 9,320 10.44 733 11.06
2025-08-13 13F Jones Financial Companies Lllp 1,288,493 9.46 101,281 9.96
2025-08-14 13F Bragg Financial Advisors, Inc 28,772 4.93 2,264 5.50
2025-07-25 13F We Are One Seven, LLC 103,952 1.53 8,181 2.08
2025-07-11 13F/A Umb Bank N A/mo 18,117 -1.31 1,426 -0.77
2025-08-05 13F NewSquare Capital LLC 0 -100.00 0
2025-07-22 13F/A Red Mountain Financial, LLC 39,426 1.50 3,103 2.04
2025-08-11 13F FSC Wealth Advisors, LLC 65 0.00 5 0.00
2025-08-14 13F Sand Hill Global Advisors, LLC 136,734 10,761
2025-05-14 13F Delta Investment Management, LLC 0 -100.00 0
2025-07-30 13F EnRich Financial Partners LLC 3,637 10.21 286 10.85
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 95,383 -2.23 7,507 -1.70
2025-08-06 13F AE Wealth Management LLC 65,989 5.47 5,193 6.04
2025-08-13 13F RIA Advisory Group LLC 8,416 -23.84 662 -23.47
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 267,000 2.77 21,013 3.32
2025-08-11 13F Cornerstone Planning Group LLC 2,837 -26.08 223 -25.75
2025-07-25 13F Hemington Wealth Management 26 0.00 0
2025-07-10 13F Selective Wealth Management, Inc. 24,413 -8.73 1,911 -8.13
2025-08-04 13F Creekmur Asset Management LLC 26 2
2025-08-14 13F Wilkins Miller Wealth Management, LLC 20,047 5.62 1,578 6.20
2025-07-16 13F Kathmere Capital Management, LLC 33,526 8.57 2,638 9.14
2025-07-14 13F ABLE Financial Group, LLC 9,996 0.00 787 0.51
2025-07-18 13F Wiser Wealth Management, Inc 201,675 1.69 15,872 2.24
2025-07-15 13F Armis Advisers, LLC 8,606 -8.65 677 -8.14
2025-07-30 13F Drive Wealth Management, Llc 2,812 0.00 221 0.45
2025-07-30 13F Sloy Dahl & Holst, LLC 6,852 4.12 539 4.66
2025-08-13 13F Elios Financial Group Inc. 4,247 -8.41 334 -7.73
2025-07-23 13F REAP Financial Group, LLC 10,929 -7.45 860 -6.93
2025-08-12 13F Asset Management Group, Inc. 9,402 -4.57 740 -4.15
2025-07-22 13F Belpointe Asset Management LLC 0 -100.00 0
2025-08-15 13F First Heartland Consultants, Inc. 278,231 32.54 21,728 32.22
2025-08-06 13F First Horizon Advisors, Inc. 245,438 -0.22 19,316 0.32
2025-08-14 13F Federation des caisses Desjardins du Quebec 7,226 5.63 569 6.17
2025-07-22 13F/A Duncan Williams Asset Management, LLC 4,952 0.00 390 0.52
2025-08-12 13F LPL Financial LLC 6,747,834 7.07 531,054 7.64
2025-08-13 13F Mount Yale Investment Advisors, LLC 161 13
2025-08-26 13F Nautilus Advisors LLC 3,800 0.00 299 0.67
2025-07-29 13F Vectors Research Management, LLC 12,748 -31.81 1,003 -31.44
2025-07-28 13F Copia Wealth Management 190 0.00 15 0.00
2025-07-31 13F/A Avion Wealth 33,997 -25.85 3 -33.33
2025-07-23 13F Eagle Strategies LLC 7,577 -0.08 596 0.51
2025-07-18 13F Loudon Investment Management, LLC 10,655 -1.62 839 -1.06
2025-08-15 13F Morgan Stanley 37,597,584 151.93 2,958,930 153.28
2025-08-14 13F Diversify Advisory Services, LLC 3,890 306
2025-08-08 13F Red Cedar Investment Management, Llc 10,560 0.00 831 0.61
2025-08-12 13F Cornerstone Wealth Management, LLC 15,722 11.42 1,237 12.05
2025-07-11 13F First PREMIER Bank 17,113 -3.05 1 0.00
2025-07-15 13F Tenon Financial LLC 3,087 0.95 243 1.26
2025-08-07 13F Midwest Trust Co 4,509 355
2025-07-14 13F BetterWealth, LLC 245,236 7.00 19,300 7.57
2025-08-13 13F Beacon Pointe Advisors, LLC 282,197 4.32 22,209 4.87
2025-07-28 13F IFG Advisors, LLC 135,563 -4.68 10,669 -4.17
2025-07-15 13F Cranbrook Wealth Management, LLC 76,275 0.96 6,003 1.49
2025-04-22 13F Rappaport Reiches Capital Management, LLC 20,325 0.00 1,591 1.34
2025-08-12 13F Change Path, LLC 391,744 -0.07 30,830 0.47
2025-08-14 13F Wells Fargo & Company/mn 4,915,109 -6.00 386,819 -5.49
2025-04-22 13F Merkkuri Wealth Advisors LLC 0 -100.00 0
2025-07-23 13F Armbruster Capital Management, Inc. 6,287 -2.03 495 -1.59
2025-07-30 13F Whittier Trust Co 31,101 -1.65 2,448 -1.13
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 3,519 -33.67 277 -33.49
2025-07-30 13F VCI Wealth Management LLC 101,239 13.16 7,968 13.77
2025-08-12 13F Associated Banc-corp 340,227 3.42 26,776 3.97
2025-07-22 13F Three Bridge Wealth Advisors, LLC 2,908 0.97 229 1.33
2025-08-07 13F Resources Investment Advisors, LLC. 233,383 0.19 18,367 0.73
2025-07-21 13F Keb Asset Management, Llc 4,169 -3.34 328 -2.67
2025-07-11 13F Andrews, Lucia Wealth Management Llc 12,458 -2.51 980 -0.71
2025-07-15 13F Level Financial Advisors, Inc. 191,992 6.45 15,110 7.02
2025-07-22 13F Evensky & Katz LLC 35,972 5.90 3 0.00
2025-08-06 13F Agf Management Ltd 51,475 -8.65 4,051 -8.16
2025-08-14 13F McIlrath & Eck, LLC 3,547 -0.56 279 0.00
2025-08-04 13F Arkadios Wealth Advisors 38,156 65.33 3,003 66.22
2025-07-15 13F Retirement Guys Formula Llc 3,133 -0.67 245 -0.41
2025-07-30 13F Phillips Financial Management, Llc 102,903 -3.99 8,099 -3.48
2025-08-12 13F Vawter Financial, Ltd. 5,911 -95.74 465 -95.72
2025-07-14 13F UMA Financial Services, Inc. 179 0.00 14 0.00
2025-07-31 13F LJI Wealth Management, LLC 4,269 27.55 336 28.35
2025-08-13 13F Capital Analysts, Inc. 540,412 -2.84 43 -2.33
2025-08-13 13F Colonial Trust Co / SC 1,634 0.00 129 0.79
2025-07-10 13F Signal Advisors Wealth, LLC 21,738 6.12 1,711 6.67
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-13 13F Renaissance Technologies Llc 706,900 -44.95 55,633 -44.65
2025-08-14 13F TCG Advisory Services, LLC 3,095 4.49 244 5.19
2025-07-29 NP JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 37,138 -0.91 2,910 -0.58
2025-08-14 13F Wetherby Asset Management Inc 3,528 -73.10 278 -72.66
2025-08-15 13F Kestra Advisory Services, LLC 165,659 14.34 13,037 14.95
2025-07-17 13F Raleigh Capital Management Inc. 4,467 -2.91 352 -2.50
2025-07-21 13F Pacific Financial Group Inc 22,558 14.51 1,775 15.11
2025-07-25 13F Astoria Portfolio Advisors LLC. 3,784 4.79 296 4.96
2025-07-18 13F Forza Wealth Management, LLC 76,274 -3.11 6,003 -2.60
2025-08-11 13F Citigroup Inc 598,569 35.49 47,107 36.21
2025-08-12 13F O'shaughnessy Asset Management, Llc 21 -82.79 2 -88.89
2025-07-15 13F World Equity Group, Inc. 6,723 -12.01 529 -11.71
2025-08-07 13F BHK Investment Advisors, LLC 50,585 -3.34 3,981 -2.81
2025-08-05 13F Welch & Forbes Llc 28,824 0.86 2,268 1.39
2025-07-29 13F Disciplined Investments, LLC 10,158 -29.25 799 -28.85
2025-07-09 13F Bank of New Hampshire 765 0.00 60 1.69
2025-08-06 13F Moors & Cabot, Inc. 4,194 17.84 330 18.71
2025-07-16 13F Meridian Investment Counsel Inc. 3,689 0.00 290 0.69
2025-07-25 13F Prostatis Group LLC 42,166 -13.50 3,318 -13.05
2025-08-11 13F Dorsey & Whitney Trust CO LLC 0 -100.00 0
2025-05-14 13F Caitlin John, LLC 0 -100.00 0
2025-07-11 13F Grove Bank & Trust 723 0.00 57 0.00
2025-07-16 13F Gradient Capital Advisors, LLC 9,963 -7.42 784 -6.89
2025-07-11 13F Bell Bank 14,538 1,144
2025-07-31 13F Oppenheimer & Co Inc 141,716 3.42 11,153 3.98
2025-08-13 13F Maia Wealth LLC 9,778 3.50 770 4.48
2025-07-29 NP JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 74,530 -4.76 5,840 -4.45
2025-08-11 13F Trajan Wealth LLC 415,788 18.44 32,722 19.07
2025-08-15 13F Fsb Premier Wealth Management, Inc. 31,852 -3.42 2,507 -2.91
2025-07-07 13F Rf&l Wealth Management, Llc 100,955 0.99 7,945 1.55
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-07-11 13F International Private Wealth Advisors LLC 14,026 0.19 1,104 0.73
2025-08-13 13F Truvestments Capital Llc 470 1.08 37 0.00
2025-08-12 13F Steward Partners Investment Advisory, Llc 238,225 865.61 18,748 870.90
2025-07-15 13F Hall Laurie J Trustee 14,267 0.00 1,123 0.54
2025-08-07 13F Fund Evaluation Group, LLC 9,668 761
2025-07-23 13F Massachusetts Wealth Management 28,927 1.97 2,277 2.52
2025-07-21 13F Successful Portfolios LLC 65,924 9.27 5,188 9.87
2025-07-09 13F Burt Wealth Advisors 14,754 -1.67 1,161 -1.11
2025-07-15 13F Elevated Capital Advisors, LLC 86,892 0.00 6,802 0.00
2025-07-22 13F Iron Horse Wealth Management, LLC 289 23
2025-08-12 13F Wealth Dimensions Group, Ltd. 241,199 -1.34 18,982 -0.81
2025-07-17 13F Catalytic Wealth RIA, LLC 8,700 -0.58 685 -0.15
2025-07-29 13F Two West Capital Advisors LLC 5,648 -33.53 443 -33.03
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-07-08 13F Rise Advisors, LLC 45 4
2025-08-06 13F Longview Financial Advisors LLC 150 12
2025-07-18 13F PFG Investments, LLC 10,174 8.10 801 8.70
2025-07-08 13F Parallel Advisors, LLC 71,224 16.93 5,605 17.55
2025-07-15 13F Mainstream Capital Management LLC 5,245 0.00 413 0.49
2025-08-14 13F GWM Advisors LLC 384,604 -2.85 30,268 -2.32
2025-08-14 13F Visionary Wealth Advisors 0 -100.00 0
2025-07-25 13F McNamara Financial Services, Inc. 2,754 2.76 217 3.35
2025-07-11 13F Compass Ion Advisors, LLC 18,824 -19.79 1,481 -19.38
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 6,485 8.37 510 8.97
2025-08-14 13F Bank Of Hawaii 61,992 2.31 4,879 2.87
2025-08-04 13F Capital Performance Advisors Llp 19,988 -12.49 1,573 -11.98
2025-08-07 13F Efficient Advisors, LLC 792,001 -0.68 62,330 -0.14
2025-08-14 13F Sei Investments Co 0 -100.00 0
2025-07-09 13F Reyes Financial Architecture, Inc. 9,116 -4.55 717 -4.02
2025-07-18 13F Trust Co Of Vermont 13,196 9.28 1,039 9.84
2025-08-13 13F Integrity Investment Advisors, LLC 63,065 21.06 4,963 21.73
2025-08-12 13F Watchman Group, Inc. 3,579 0.00 282 0.36
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 528,638 -0.52 41,361 -0.57
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Icon Wealth Advisors, LLC 0 -100.00 0
2025-08-11 13F Estate Counselors, LLC 215,481 944.20 16,958 950.03
2025-08-14 13F Susquehanna International Group, Llp 64,303 5,061
2025-08-11 13F Western Wealth Management, LLC 9,609 -2.94 756 -2.33
2025-07-22 13F Safir Wealth Advisors, LLC 191,156 1.82 15,044 2.37
2025-08-08 13F Evolution Wealth Advisors, LLC 12,249 5.97 964 6.64
2025-08-12 13F Coldstream Capital Management Inc 68,115 0.29 5,361 0.83
2025-08-14 13F Moneta Group Investment Advisors Llc 67,518 -1.53 5,314 -1.01
2025-08-14 13F NorthLanding Financial Partners, LLC 2,638 -89.87 208 -89.84
2025-08-01 13F Brookwood Investment Group LLC 12,801 5.90 1,007 6.45
2025-08-06 13F Prospera Financial Services Inc 10,956 -12.48 863 -12.03
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 -100.00 0
2025-08-11 13F Anfield Capital Management, LLC 309 24
2025-08-13 13F Scotia Capital Inc. 150,794 5.15 11,867 5.72
2025-08-08 13F Foundations Investment Advisors, LLC 13,639 -38.90 1,073 -38.58
2025-08-08 13F Arcadia Investment Management Corp/mi 200 -16.67 16 -16.67
2025-08-04 13F Flagship Harbor Advisors, Llc 11,361 -0.93 894 -0.33
2025-07-16 13F Plancorp, LLC 34,167 3.54 2,689 4.07
2025-08-13 13F Alerus Financial Na 39 3
2025-08-11 13F Adaptive Financial Consulting, LLC 137,660 1.04 10,834 1.58
2025-07-11 13F Farther Finance Advisors, LLC 304,067 7.31 23,930 8.12
2025-07-24 13F Ronald Blue Trust, Inc. 413,497 4.97 32,542 5.53
2025-08-12 13F Barr E S & Co 488,355 -5.71 38,434 -5.21
2025-08-27 13F/A Brinker Capital Investments, LLC 392,738 4.53 30,909 5.09
2025-08-01 13F James Investment Research Inc 5,811 0.02 457 0.66
2025-08-08 13F Horrell Capital Management, Inc. 635 0.00 50 13.95
2025-08-05 13F Prosperity Consulting Group, LLC 68,868 2.97 5,420 3.51
2025-06-30 13F/A Deutsche Bank Ag\ 0 -100.00 0
2025-07-21 13F Barrett & Company, Inc. 10,563 0.02 831 0.61
2025-07-17 13F Hanson & Doremus Investment Management 997 -22.05 0
2025-08-13 13F Cerity Partners LLC 2,604,203 2.77 204,951 3.32
2025-07-31 13F Hanlon Investment Management, Inc. 11,612 -9.32 914 -8.88
2025-07-23 13F Roundview Capital LLC 30,418 14.17 2,394 14.77
2025-08-01 13F Bank of Jackson Hole Trust 4,004 54.83 315 56.72
2025-08-15 13F/A Rakuten Securities, Inc. 10 -58.33 1 -100.00
2025-07-07 13F Wesbanco Bank Inc 3,291 2.81 259 3.60
2025-07-15 13F Beacon Investment Advisory Services, Inc. 8,664 0.00 682 0.44
2025-07-14 13F Maryland Capital Advisors Inc. 1,085 0.00 85 1.19
2025-07-29 13F Alaska Permanent Capital Management 164,105 6.81 12,912 7.38
2025-08-12 13F Running Point Capital Advisors, LLC 4,419 2.22 348 2.66
2025-08-07 13F CENTRAL TRUST Co 266 21
2025-08-13 13F Ark & Tlk Investments, Llc 6,309 -1.82 497 -1.39
2025-07-17 13F Argus Investors' Counsel, Inc. 7,618 0.00 600 0.50
2025-08-11 13F Y.D. More Investments Ltd 508 0.00 40 0.00
2025-08-04 13F Roble, Belko & Company, Inc 1,890 0.00 0
2025-04-08 13F Verde Capital Management 0 -100.00 0 -100.00
2025-07-23 13F Bluestem Financial Advisors, Llc 83,612 -8.03 6,580 -7.53
2025-07-29 13F Quotient Wealth Partners, LLC 4,405 5.74 347 6.13
2025-07-25 13F RoundAngle Advisors LLC 6,365 -2.33 501 -1.96
2025-08-11 13F HighTower Advisors, LLC 862,306 0.71 67,863 1.25
2025-08-04 13F Bristlecone Advisors, LLC 600 0.00 47 2.17
2025-08-12 13F Wood Tarver Financial Group, LLC 2,187 -6.54 0 -100.00
2025-08-14 13F Murphy & Mullick Capital Management Corp 2,651 -0.75 208 -0.96
2025-05-15 13F Macquarie Group Ltd 0 -100.00 0
2025-08-15 13F WFA of San Diego, LLC 190 0.00 15 0.00
2025-07-14 13F Wealth Advisory Solutions, LLC 6,147 -1.76 484 -1.23
2025-04-01 13F Modus Advisors, LLC 0 -100.00 0
2025-08-04 13F Assetmark, Inc 403,260 483.74 31,737 486.94
2025-08-14 13F Clientfirst Wealth Management, LLC 6,437 0.00 507 0.60
2025-07-18 13F Woodward Diversified Capital, Llc 26,633 107.07 2,096 108.35
2025-08-14 13F Mpwm Advisory Solutions, Llc 832 0.00 65 0.00
2025-07-22 13F Simplicity Wealth,LLC 19,568 60.66 1,540 61.59
2025-08-01 13F Bull Oak Capital, LLC 63,428 8.51 4,992 9.09
2025-08-05 13F GPS Wealth Strategies Group, LLC 619 -14.97 49 -14.29
2025-08-12 13F Minot DeBlois Advisors LLC 7,124 -0.04 561 0.54
2025-08-14 13F Great Valley Advisor Group, Inc. 87,667 164.35 6,899 165.76
2025-07-11 13F Colorado Capital Management, Inc. 40,745 -5.85 3 0.00
2025-07-15 13F Legacy Solutions, Llc 14,537 0.01 1,144 0.62
2025-07-16 13F TCI Wealth Advisors, Inc. 40,322 47.07 3,173 47.86
2025-07-11 13F My Legacy Advisors, LLC 8,921 31.13 698 31.20
2025-07-22 13F Gemmer Asset Management LLC 679,972 5.55 53,514 6.11
2025-08-08 13F Cetera Investment Advisers 1,899,521 3.99 149,492 4.55
2025-07-22 13F MBL Wealth, LLC 12,135 -0.82 955 -0.21
2025-08-08 13F Capital Investment Advisory Services, LLC 2,661 -10.73 209 -10.30
2025-08-05 13F Mma Asset Management Llc 30,694 0.00 2,416 0.54
2025-07-30 13F Syntegra Private Wealth Group, LLC 4,266 336
2025-08-04 13F Mayflower Financial Advisors, LLC 3,090 -18.06 243 -17.63
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 12,653 20.20 996 20.75
2025-07-11 13F Prosperity Planning, Inc. 5,362 -2.88
2025-07-23 13F Sax Wealth Advisors, Llc 14,261 19.05 1,122 19.74
2025-05-01 13F Fulton Breakefield Broenniman Llc 0 -100.00 0 -100.00
2025-08-11 13F Birchbrook, Inc. 390 -67.31 31 -67.74
2025-07-31 13F Glass Jacobson Investment Advisors llc 3,550 -32.06 279 -30.77
2025-08-18 13F/A Kestra Investment Management, LLC 4,136 -31.32 325 -31.00
2025-07-23 13F Nbt Bank N A /ny 19,678 -8.38 1,549 -7.91
2025-07-10 13F High Net Worth Advisory Group LLC 3,194 0.00 251 0.40
2025-08-04 13F Hantz Financial Services, Inc. 708 0
2025-07-28 13F Courier Capital Llc 9,725 -33.69 765 -33.30
2025-08-14 13F Redwood Investment Management, Llc 8,723 7.64 1
2025-07-25 13F Lodestar Private Asset Management Llc 2,560 -10.55 201 -10.27
2025-08-06 13F Vestmark Advisory Solutions, Inc. 340,102 -5.80 26,766 -5.30
2025-07-03 13F First Hawaiian Bank 48,781 -0.39 3,839 0.16
2025-07-17 13F LVW Advisors, LLC 0 -100.00 0
2025-05-15 13F National Wealth Management Group, LLC 2,757 -12.03 216 -11.16
2025-08-12 13F Maripau Wealth Management Llc 11,173 0.24 880 0.80
2025-07-11 13F Windsor Capital Management, LLC 2,831 -5.19 223 -4.72
2025-07-21 13F Keystone Financial Group, Inc. 3,757 -23.12 294 -23.04
2025-07-30 13F Financial Perspectives, Inc 427 0.00 34 0.00
2025-08-13 13F Baird Financial Group, Inc. 382,030 -3.11 30,066 -2.59
2025-07-21 13F HT Partners LLC 43,498 -0.93 3,423 -0.38
2025-07-22 13F Valpey Financial Services, LLC 57,299 4,509
2025-08-11 13F Seizert Capital Partners, Llc 5,831 0.92 459 1.33
2025-08-13 13F SCS Capital Management LLC 8,491 2.80 668 3.41
2025-08-14 13F Dearborn Partners Llc 3,388 0.00 267 0.38
2025-07-16 13F American National Bank 152 0.00 12 0.00
2025-07-18 13F Cooper Financial Group 12,248 6.91 964 7.48
2025-04-17 13F Montecito Bank & Trust 16,647 -0.19 1,303 1.16
2025-05-07 13F Financially Speaking Inc 0 -100.00 0
2025-08-04 13F Savvy Advisors, Inc. 42,803 29.52 3,369 30.24
2025-08-13 13F Boston Family Office Llc 63,773 -9.76 5 0.00
2025-08-14 13F Enstar Group LTD 32,166 0.00 2,531 0.56
2025-07-24 13F Coordinated Financial Services, Inc. 13,483 114.49 1,061 118.76
2025-07-25 13F Cascade Investment Advisors, Inc. 3,534 0.00 278 0.72
2025-08-11 13F Novak & Powell Financial Services, Inc. 2,669 -86.25 210 -86.18
2025-08-14 13F Sentinus, LLC 3,415 31.04 269 32.02
2025-08-12 13F Coston, McIsaac & Partners 93 1.09 0
2025-08-13 13F Cary Street Partners Financial Llc 28,155 5.33 2,216 5.88
2025-08-14 13F Graney & King, LLC 9 -85.00 1 -100.00
2025-07-24 13F Thompson Investment Management, Inc. 20,941 12.45 1,648 13.11
2025-08-12 13F Hanover Advisors Inc 4,034 -0.98 317 -0.31
2025-08-14 13F Guardian Wealth Management, Inc. 0 -100.00 0
2025-08-14 13F Aureus Asset Management, LLC 13,164 -8.30 1,036 -7.75
2025-08-12 13F Manchester Capital Management LLC 166 0.00 13 8.33
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-08-07 13F Verus Capital Partners, Llc 2,898 -3.98 228 -3.39
2025-06-26 NP TDSB - Cabana Target Drawdown 7 ETF 45,260 -77.47 3,566 -76.84
2025-07-30 13F Crewe Advisors LLC 717 0.00 56 0.00
2025-08-13 13F Johnson Financial Group, Inc. 150 -94.72 12 -95.05
2025-07-07 13F Investors Research Corp 426 0.47 34 0.00
2025-07-10 13F Charter Oak Capital Management, LLC 880,583 5.80 69,302 6.36
2025-08-05 13F Allodium Investment Consultants, LLC 20,999 1.41 1,653 1.98
2025-08-14 13F Benjamin Edwards Inc 46,979 16.74 3,697 17.37
2025-07-15 13F Verum Partners LLC 21,264 -10.80 1,673 -10.34
2025-08-07 13F Tillman Hartley LLC 190,176 -12.55 14,967 -12.08
2025-05-01 13F Schechter Investment Advisors, LLC 12,913 0.02 1,011 1.30
2025-07-17 13F Willow Creek Wealth Management Inc. 1,414,161 3.80 111,295 4.36
2025-07-22 13F Global Assets Advisory, LLC 5,461 -66.67 428 -66.61
2025-08-14 13F Pine Harbor Wealth Management, LLC 27,455 -8.59 2,161 -8.12
2025-07-29 13F Regions Financial Corp 10,103 19.43 795 20.09
2025-08-14 13F Beaird Harris Wealth Management, LLC 58,247 -1.34 4,584 -0.80
2025-07-16 13F ORG Partners LLC 2,102 32.70 165 33.33
2025-07-18 13F Benchmark Wealth Management, LLC 25,455 22.59 2,003 23.26
2025-08-13 13F Vance Wealth, Inc. 4,395 -13.64 346 -13.32
2025-07-23 13F Valmark Advisers, Inc. 1,408,807 4.33 110,873 4.89
2025-05-06 13F Clifford Swan Investment Counsel Llc 0 -100.00 0 -100.00
2025-07-14 13F E&G Advisors, LP 3,370 0.00 265 0.76
2025-07-29 13F Level Wealth Management LLC 33,655 26.82 2,649 27.49
2025-08-14 13F Granite FO LLC 2,628 0.34 207 0.49
2025-07-15 13F Alhambra Investment Partners LLC 8,874 -13.92 698 -13.51
2025-08-12 13F Jpmorgan Chase & Co 32,198,341 58.23 2,534,010 59.08
2025-07-23 13F Penney Financial, LLC 3,930 -6.47 309 -5.79
2025-08-14 13F Snowden Capital Advisors LLC 13,842 2.79 1,089 3.32
2025-08-14 13F Warren Averett Asset Management, LLC 8,863 -10.62 698 -10.18
2025-07-24 13F KFA Private Wealth Group, LLC 3,402 0.32 268 0.75
2025-05-15 13F Two Sigma Securities, Llc 0 -100.00 0 -100.00
2025-08-07 13F Montag A & Associates Inc 10,812 6.82 851 7.32
2025-08-05 13F Texas Bank & Trust Co 12,205 -7.36 961 -6.89
2025-07-17 13F Genesis Private Wealth, Llc 2,746 0.11 216 0.93
2025-08-11 13F Alps Advisors Inc 367,979 -0.25 28,960 0.28
2025-08-14 13F Bank Of America Corp /de/ 7,468,753 -11.27 587,791 -10.79
2025-08-29 13F Evolution Wealth Management Inc. 704 55
2025-07-23 13F Slow Capital, Inc. 58,010 -0.25 4,565 0.29
2025-08-12 13F OneAscent Financial Services LLC 116,781 -49.80 9 -50.00
2025-07-29 NP NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF 67,978 26.93 5,327 27.32
2025-04-17 13F Vista Wealth Management Group, LLC 22,874 1.48 1,791 2.81
2025-08-12 13F Gladstone Institutional Advisory LLC 8,117 -0.33 639 0.16
2025-08-14 13F Aqr Capital Management Llc 218,136 20.91 17,167 21.56
2025-08-08 13F Everett Harris & Co /ca/ 36,445 -4.86 2,868 -4.34
2025-08-14 13F Voya Financial Advisors, Inc. 358,884 5.09 28,208 5.58
2025-08-11 13F Shufro Rose & Co Llc 3,187 -12.68 249 -12.63
2025-07-18 13F SOA Wealth Advisors, LLC. 96 0.00 8 0.00
2025-07-31 13F B & T Capital Management DBA Alpha Capital Management 3,559 0.00 280 0.72
2025-08-13 13F Forthright Family Wealth Advisory LLC 5,128 -38.58 404 -38.28
2025-07-16 13F Diversified Enterprises, LLC 0 -100.00 0
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 -100.00 0
2025-07-23 13F BankPlus Trust Department 0 -100.00 0
2025-07-18 13F Truist Financial Corp 1,812,600 60.23 142,652 61.09
2025-07-29 13F Calamos Wealth Management LLC 38,685 -1.94 3,045 -1.42
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-08-04 13F Twin City Private Wealth, Llc 4,379 0.18 345 0.58
2025-07-14 13F Golden State Equity Partners 29,034 0.96 2,285 1.47
2025-08-07 13F Greystone Financial Group, LLC 434,542 46.58 34,198 47.37
2025-07-18 13F Warren Street Wealth Advisors, LLC 3,545 279
2025-08-08 13F Hartland & Co., LLC 8,799 -4.38 692 -3.89
2025-08-12 13F Howe & Rusling Inc 3,418 -2.37 269 -1.82
2025-07-23 13F Litman Gregory Asset Management LLC 5,055 0.00 398 0.51
2025-08-11 13F Lummis Asset Management, LP 2,460 0.00 194 0.52
2025-05-06 13F Fpc Investment Advisory, Inc. 0 -100.00 0
2025-08-14 13F Mission Creek Capital Partners, Inc. 3,041 0.03 239 0.84
2025-07-08 13F Webster Bank, N. A. 6,023 0.10 474 0.64
2025-08-14 13F Citadel Advisors Llc 138,941 -59.61 10,935 -59.39
2025-07-29 13F Gladwyn Financial Advisors, Inc. 54,423 4,283
2025-08-06 13F Nicholas Hoffman & Company, LLC. 5,192 0.00 409 0.49
2025-07-09 13F Lbmc Investment Advisors, Llc 7,415 0.24 584 0.69
2025-07-14 13F Infinity Wealth Counsel, LLC 49,903 -0.41 3,927 0.13
2025-08-13 13F GeoWealth Management, LLC 458 1,137.84 36 1,700.00
2025-07-29 13F Latitude Advisors, LLC 2,547 200
2025-08-12 13F Jacobi Capital Management LLC 4,008 -20.51 315 -20.05
2025-08-13 13F Willis Johnson & Associates, Inc. 9,102 0.73 716 1.27
2025-07-07 13F Good Steward Wealth Advisors,LLC 21,573 21.49 1,698 22.09
2025-07-15 13F Kwmg, Llc 181,869 45.49 14,313 46.27
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 59,893 -32.40 4,714 -32.04
2025-08-13 13F Baker Avenue Asset Management, LP 45,404 -1.12 3,573 -0.58
2025-07-07 13F Bangor Savings Bank 112 0.00 9 0.00
2025-07-30 13F Jackson Thornton Asset Management, Llc 3,472 -6.74 271 -6.87
2025-07-10 13F Arbor Wealth Advisors LLC 32,668 3.86 2,571 4.39
2025-07-17 13F Financial Partners Group, LLC 72,595 5,713
2025-07-25 13F Wealth Architects, LLC 54,578 7.43 4,295 8.02
2025-08-11 13F United Advisor Group, LLC 6,529 -0.99 514 -0.58
2025-07-24 13F Greenwood Gearhart Inc 0 -100.00 0
2025-08-12 13F Quadcap Wealth Management, LLC 0 -100.00 0
2025-08-13 13F Wealthquest Corp 409,564 5.46 32,233 6.02
2025-07-25 13F Parker Financial LLC 140,306 2.99 11,042 3.53
2025-07-07 13F Global Wealth Strategies & Associates 205 0.00 16 0.00
2025-07-23 13F First Merchants Corp 749,453 1.70 58,982 2.25
2025-07-18 13F Pacific Point Advisors, LLC 5,980 0.00 471 0.43
2025-04-22 13F Jfs Wealth Advisors, Llc 0 -100.00 0 -100.00
2025-05-16 13F Coordinated Financial Services, Inc./CO 8,517 145.66 667 151.32
2025-07-17 13F CWA Asset Management Group, LLC 15,934 4.16 1,254 4.68
2025-08-13 13F Vantagepoint Investment Advisers Llc 0 -100.00 0
2025-08-05 13F Freestone Capital Holdings, LLC 921,258 2.63 72,503 3.19
2025-07-25 13F PrairieView Partners, LLC 34,907 -10.53 3 -33.33
2025-07-17 13F Sound Income Strategies, LLC 247 39.55 19 46.15
2025-08-14 13F Voya Investment Management Llc 158,059 -1.52 12,439 -0.99
2025-07-30 13F Axiom Financial Strategies, LLC 24,873 -12.06 1,958 -11.61
2025-07-18 13F USA Financial Portformulas Corp 11,975 942
2025-08-13 13F Summit Wealth Group Llc / Co 36,552 2,877
2025-08-05 13F Centennial Bank/AR/ 54,127 -3.16 4,260 -2.65
2025-08-06 13F Equity Investment Corp 12,118 0.95 954 1.49
2025-07-23 13F Hardy Reed LLC 24,821 -0.05 1,953 0.51
2025-08-18 13F Hollencrest Capital Management 24,592 -3.42 1,935 -2.91
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1,313,056 -3.07 103 -2.83
2025-08-14 13F Connecticut Wealth Management, LLC 75,414 -18.96 5,935 -18.52
2025-07-15 13F Bfsg, Llc 53,156 -1.65 4,183 -1.11
2025-08-13 13F JT Stratford LLC 9,429 36.67 742 37.41
2025-08-05 13F Arrowroot Family Office, LLC 53,812 8.32 4,235 10.34
2025-07-29 13F Wealthstream Advisors, Inc. 7,984 -41.44 628 -41.14
2025-07-08 13F Lowe Wealth Advisors, LLC 652 0.00 51 0.00
2025-07-21 13F Fortis Capital Advisors, LLC 0 -100.00 0
2025-04-02 13F Marcum Wealth, LLC 15,687 -3.93 1,228 -2.70
2025-07-29 NP NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF 111,159 -65.29 8,710 -64.29
2025-07-17 13F TBH Global Asset Management, LLC 20,083 57.80 1,531 61.33
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 336,178 0.03 26,457 0.57
2025-08-14 13F Acorn Wealth Advisors, LLC 17,700 96.56 1,393 97.73
2025-08-04 13F Buck Wealth Strategies, LLC 9,792 67.18 771 68.12
2025-08-14 13F Comerica Bank 786,255 11.95 61,878 12.55
2025-07-29 13F Chicago Partners Investment Group LLC 21,515 -1.99 1,687 -1.86
2025-07-22 13F Berkshire Money Management, Inc. 791,653 33.24 62,303 33.96
2025-08-13 13F Independent Family Office, LLC 15,692 7.78 1,235 8.34
2025-08-14 13F SWAN Capital LLC 3 0.00 0
2025-08-13 13F Haverford Trust Co 53,310 0.00 4,195 0.53
2025-07-16 13F Dakota Wealth Management 2,877 -44.56 226 -44.33
2025-08-12 13F Franklin Resources Inc 5,981 -8.80 471 -8.38
2025-07-14 13F Acropolis Investment Management, LLC 48,868 -5.57 3,846 -5.09
2025-08-14 13F Hancock Whitney Corp 13,343 1.57 1,050 2.14
2025-08-05 13F American Capital Advisory, LLC 2,251 -63.18 177 -62.97
2025-08-18 13F N.E.W. Advisory Services LLC 9 0.00 1
2025-07-21 13F Ashton Thomas Securities, Llc 18,599 3.14 1,464 3.69
2025-07-16 13F Howard Capital Management Group, LLC 3,651 -0.54 287 0.00
2025-07-28 13F Perfromance Wealth Partners, LLC 38,310 -1.65 3,015 -1.15
2025-08-13 13F Natixis Advisors, L.p. 139,120 2.59 11 0.00
2025-05-09 13F Delta Financial Group, Inc. 4,703 -7.51 0
2025-07-22 13F Stanich Group LLC 0 -100.00 0
2025-07-22 13F Team Financial Group, LLC 7,907 -1.92 622 -1.43
2025-08-05 13F RiverGlades Family Offices LLC 3,380 0.00 266 0.76
2025-07-31 13F BIP Alliance, LLC 42,054 -13.10 3,310 -12.65
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 1,530 0.00 120 0.84
2025-07-09 13F Shore Point Advisors, LLC 7,402 7.20 583 7.78
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 4,323 0.00 340 0.59
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100.00 0
2025-08-08 13F Cedar Wealth Management, LLC 578 45
2025-08-01 13F American Financial & Tax Strategies Inc 29,406 -16.81 2,314 -16.37
2025-07-22 13F Wealthcare Advisory Partners LLC 12,204 -10.09 960 -9.60
2025-07-03 13F TrueWealth Advisors, LLC 7,185 -1.45 565 -0.88
2025-08-04 13F Clear Investment Research, Llc 1,107 0.00 87 1.16
2025-07-22 13F Sage Investment Counsel LLC 2,710 213
2025-07-30 13F Wbh Advisory Inc 97,842 -9.27 7,700 -8.78
2025-08-13 13F Cary Street Partner Investment Advisory Llc 6,510 0.00 512 0.59
2025-07-25 13F Richardson Financial Services Inc. 2,773 -0.18 218 0.46
2025-08-11 13F Lowe Brockenbrough & Co Inc 110 9
2025-08-11 13F Wealthspire Advisors, LLC 122,642 -43.59 9,652 -43.29
2025-04-21 13F Greenup Street Wealth Management Llc 0 -100.00 0
2025-07-31 13F Whipplewood Advisors, LLC 0 -100.00 0
2025-08-13 13F Cresset Asset Management, LLC 24,543 -17.38 1,932 -16.95
2025-08-14 13F Peapack Gladstone Financial Corp 1,005,787 -4.36 79 -3.66
2025-07-24 13F Lokken Investment Group LLC 18,886 14.96 1,486 15.64
2025-07-25 13F Stephens Consulting, LLC 17,025 32.37 1,340 33.10
2025-07-29 13F Angeles Wealth Management, Llc 378 30
2025-07-28 13F Ritholtz Wealth Management 6,107 -7.99 481 -7.51
2025-08-15 13F United Services Automobile Association 16,661 -95.28 1,311 -95.26
2025-07-31 13F City State Bank 118,484 0.77 9,325 1.31
2025-08-14 13F Promus Capital, LLC 0 -100.00 0
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 -100.00 0
2025-07-11 13F Thomasville National Bank 27,834 -6.96 2,191 -6.45
2025-08-11 13F TD Waterhouse Canada Inc. 221,477 2.22 17,348 2.56
2025-08-13 13F Echo45 Advisors LLC 144,286 -0.08 11,355 0.46
2025-08-12 13F Frontier Asset Management, LLC 4,371 -1.66 344 -0.86
2025-07-24 13F Comprehensive Money Management Services LLC 3,140 0.00 247 0.82
2025-08-14 13F BCS Private Wealth Management, Inc. 5,958 0
2025-07-15 13F Bnc Wealth Management, Llc 2,872 9.74 226 10.78
2025-07-22 13F DBK Financial Counsel, LLC 60,042 -0.12 4,725 0.43
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 4,781 27.70 376 28.33
2025-07-22 13F Penobscot Investment Management Company, Inc. 3,528 0.00 278 0.36
2025-08-05 13F Crestwood Advisors Group LLC 36,639 22.55 2,883 23.21
2025-08-04 13F Balentine LLC 3,838 0.00 302 0.67
2025-08-14 13F Mariner, LLC 375,975 3.04 29,589 3.60
2025-08-14 13F Atomi Financial Group, Inc. 45,428 63.06 3,575 63.99
2025-08-05 13F Tsfg, Llc 152 0.00 0
2025-08-05 13F Key FInancial Inc 245 58.06 19 58.33
2025-07-22 13F Peoples Bank /oh 2,685 211
2025-08-14 13F Capitolis Liquid Global Markets LLC 97,900 10.87 7,705 11.46
2025-08-12 13F CIBC Private Wealth Group, LLC 14,098 -18.91 1,109 -18.34
2025-08-06 13F Anchor Capital Advisors Llc 35,322 -0.98 2,780 -0.47
2025-07-08 13F/A Salem Investment Counselors Inc 15 0.00 1 0.00
2025-07-07 13F Accelerate Investment Advisors LLC 9,119 -1.77 718 -1.24
2025-08-07 13F Allworth Financial LP 18,685,793 1.45 1,470,572 1.94
2025-07-09 13F Hiley Hunt Wealth Management 6,162 1.62 482 1.69
2025-07-16 13F Old Port Advisors 31,659 -6.45 2,492 -5.96
2025-07-25 13F Ackerman Capital Advisors, LLC 41,088 21.67 3,234 22.32
2025-08-14 13F Raymond James Financial Inc 3,281,266 5.95 258,236 6.52
2025-07-17 13F Clean Yield Group 1,189 0.00 94 0.00
2025-07-29 13F Stratos Wealth Advisors, LLC 16,501 -28.33 1,299 -27.97
2025-08-11 13F Frank, Rimerman Advisors LLC 18,920 -0.30 1,489 0.27
2025-08-14 13F Betterment LLC 570,256 6.17 45 4.76
2025-08-13 13F Northern Trust Corp 9,935,759 39.63 781,944 40.38
2025-07-22 13F BridgePort Financial Solutions, LLC 2,911 229
2025-04-25 13F Smallwood Wealth Investment Management, LLC 15 1
2025-08-13 13F American Money Management, LLC 2,756 0.00 217 0.47
2025-07-31 13F Oppenheimer Asset Management Inc. 51,163 3.72 4,027 4.27
2025-04-24 13F Park Place Capital Corp 0 -100.00 0
2025-07-09 13F Sandy Cove Advisors, LLC 80,636 15.23 6,346 15.87
2025-07-07 13F Discipline Wealth Solutions, LLC 32,803 58.58 2,582 59.42
2025-05-09 13F Strategic Investment Solutions, Inc. /IL 0 -100.00 0
2025-07-11 13F Pinnacle Bancorp, Inc. 3,376 3.46 266 3.92
2025-07-17 13F Symmetry Partners, LLC 318,265 4.71 25,047 5.27
2025-08-05 13F Dravo Bay Llc 4,232 -4.73 333 -4.03
2025-05-06 13F Redwood Park Advisors LLC 0 -100.00 0
2025-08-06 13F Simmons Bank 7,573 -5.11 596 -4.65
2025-08-20 13F Forefront Wealth Partners, LLC 0 -100.00 0
2025-07-30 13F White Lighthouse Investment Management Inc. 113,433 3.74 8,927 4.30
2025-08-01 13F Gwn Securities Inc. 2,948 -78.48 233 -78.26
2025-07-09 13F Affinity Capital Advisors, LLC 34,091 -7.73 2,683 -6.62
2025-08-01 13F Zhang Financial LLC 7,319 0.05 576 0.70
2025-07-22 13F Beacon Financial Advisory LLC 4,320 -11.93 340 -11.49
2025-08-06 13F Hallmark Capital Management Inc 37,206 2.37 2,928 2.95
2025-07-25 13F Sequoia Financial Advisors, LLC 2,532,898 -0.98 199,339 -0.45
2025-07-30 13F Exencial Wealth Advisors, Llc 0 -100.00 0
2025-07-10 13F Global Financial Private Client, LLC 14,943 -0.28 1,176 0.17
2025-07-17 13F HB Wealth Management, LLC 42,869 -33.55 3,374 -33.19
2025-07-30 13F Sterling Investment Management, Inc. 56,053 -4.76 4,411 -4.25
2025-08-13 13F EverSource Wealth Advisors, LLC 332,107 -1.57 26,137 -1.05
2025-07-17 13F Stockman Wealth Management, Inc. 7,125 -1.74 561 -1.23
2025-08-13 13F Tranquilli Financial Advisor LLC 80,895 -18.63 6,366 -18.20
2025-07-21 13F Crews Bank & Trust 121,058 3.18 9,527 3.73
2025-07-08 13F Baker Ellis Asset Management LLC 5,000 0.00 394 0.51
2025-08-11 13F Amara Financial, Llc. 2,671 210
2025-07-31 13F FSM Wealth Advisors, LLC 5,363 1.90 419 1.70
2025-05-09 13F Conquis Financial Llc 0 -100.00 0
2025-07-23 13F L.K. Benson & Company, P.C. 17,258 15.50 1,358 16.17
2025-07-17 13F Janney Montgomery Scott LLC 876,375 1.54 69 1.49
2025-07-17 13F Wolff Wiese Magana Llc 103 0.00 8 0.00
2025-08-06 13F Columbia River Financial Group, LLC 115,506 -4.08 9 0.00
2025-07-29 13F Harbor Asset Planning, Inc. 148 12
2025-07-24 13F PDS Planning, Inc 411,345 5.40 32,373 5.97
2025-04-14 13F Broadway Wealth Solutions, Inc. 0 -100.00 0
2025-07-21 13F Ameriflex Group, Inc. 2,564 -2.17 202 -1.95
2025-04-10 13F Retireful, LLC 0 -100.00 0
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 11,430 0.18 895
2025-07-10 13F Mogy Joel R Investment Counsel Inc 12,800 0.00 1,007 0.60
2025-08-25 NP BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 123,967 0.22 9,756 0.76
2025-07-15 13F Wela Strategies, Inc. 29,150 -0.73 2,294 -0.17
2025-08-25 NP IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 57,627 0.32 4,535 0.87
2025-05-08 13F Howland Capital Management Llc 0 -100.00 0
2025-07-08 13F Nbc Securities, Inc. 37,285 112.70 3 100.00
2025-08-08 13F Larson Financial Group LLC 17,113 2.61 1,347 3.14
2025-07-22 13F McNaughton Wealth Management, LLC 38,752 3.22 3,050 3.78
2025-08-08 13F Meridian Wealth Management, LLC 47,384 -11.71 3,729 -11.24
2025-07-07 13F OMNI 360 Wealth, Inc. 58,791 0.87 4,627 1.40
2025-08-12 13F New Republic Capital, LLC 0 -100.00 0
2025-07-11 13F Seacrest Wealth Management, Llc 5,274 -10.02 415 -9.39
2025-08-18 13F/A National Bank Of Canada /fi/ 113,649 -18.28 8,943 -17.85
2025-07-17 13F Dopkins Wealth Management, Llc 0 -100.00 0
2025-07-30 13F First Interstate Bank 21,994 8.83 1,731 9.36
2025-07-17 13F Investment Research & Advisory Group, Inc. 134 0.00 11 0.00
2025-08-14 13F Essential Planning, LLC. 86,764 4.28 6,828 4.85
2025-07-10 13F Waypoint Wealth Partners Inc. 0 -100.00 0
2025-07-11 13F Rockwood Wealth Management, LLC 15,690 -14.55 1,235 -14.13
2025-07-23 13F Ti-trust, Inc 53,716 3.29 4,227 3.86
2025-08-12 13F Ameritas Investment Partners, Inc. 1,263 0.32 99 1.02
2025-07-07 13F Aletheian Wealth Advisors LLC 34,990 2.74 2,754 3.30
2025-07-23 13F Mainsail Asset Management, Llc 10,899 16.27 858 16.92
2025-07-25 13F Midwest Capital Advisors, LLC 6,071 -37.20 478 -36.90
2025-08-07 13F FDx Advisors, Inc. 4,733 0.49 0
2025-08-06 13F Golden State Wealth Management, LLC 143 -96.90 11 -96.95
2025-07-28 13F Davidson Trust Co 7,992 9.63 629 10.35
2025-08-08 13F Fiera Capital Corp 10,320 1.10 812 1.63
2025-08-07 13F Guidance Capital, Inc 12,589 1.50 990 2.06
2025-08-11 13F VSM Wealth Advisory, LLC 6,912 -0.13 544 0.37
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 -100.00 0 -100.00
2025-07-09 13F Radnor Capital Management, LLC 6,347 0.00 0
2025-07-24 13F Capital Advisors, Ltd. LLC 22,193 -0.78 2 0.00
2025-07-17 13F Hansen & Associates Financial Group, Inc. 19,948 -2.00 1,568 -1.57
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-08-13 13F MONECO Advisors, LLC 7,489 -25.30 589 -24.87
2025-04-15 13F Atwood & Palmer Inc 0 -100.00 0 -100.00
2025-07-31 13F Guardian Asset Advisors, LLC 2,720 0.00 214 0.94
2025-08-08 13F Austin Wealth Management, LLC 0 -100.00 0
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 12,474 -7.42 982 -6.93
2025-08-13 13F Flow Traders U.s. Llc 62,039 5
2025-08-12 13F Ascent Wealth Partners, LLC 23,582 0.27 1,856 0.82
2025-07-25 13F Apollon Wealth Management, LLC 215,915 1.55 16,993 2.10
2025-08-12 13F Private Management Group Inc 4,420 3.17 348 3.58
2025-08-13 13F Gateway Wealth Partners, LLC 5,357 4.47 422 4.99
2025-08-08 13F Your Advocates Ltd., LLP 184,060 1.68 14,486 2.22
2025-08-08 13F Tiemann Investment Advisors, Llc 21,260 179.74 1,673 181.65
2025-07-23 13F Austin Asset Management Co Inc 183,185 -1.10 14,417 -0.57
2025-08-11 13F Aptus Capital Advisors, LLC 6,371 -1.67 501 -1.18
2025-07-28 13F Duncker Streett & Co Inc 6,817 0.00 536 0.56
2025-07-10 13F Kmg Fiduciary Partners, Llc 19,229 -0.31 1,513 0.27
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class 3,457,109 -1.90 272,074 -1.37
2025-08-14 13F TrueWealth Financial Partners 2,653 209
2025-08-14 13F EP Wealth Advisors, Inc. 17,774 63.45 1,399 64.28
2025-07-23 13F Secured Retirement Advisors, Llc 26,137 -4.37 2,057 -3.88
2025-08-19 13F Wealth Group, Ltd. 0 -100.00 0
2025-08-12 13F SRS Capital Advisors, Inc. 116,296 -1.44 10,181 10.22
2025-04-23 13F Financial Life Planners 0 -100.00 0
2025-08-14 13F JPL Wealth Management, LLC 0 -100.00 0 -100.00
2025-07-25 13F Gibson Capital, LLC 0 -100.00 0 -100.00
2025-08-11 13F Mosaic Family Wealth Partners, Llc 30,612 3.49 2,409 4.06
2025-08-12 13F J.w. Cole Advisors, Inc. 126,745 66.70 9,975 67.60
2025-07-29 13F Aspiriant, Llc 9,784 0.00 770 0.65
2025-08-06 13F Entrewealth, Llc 3,432 -13.88 270 -13.18
2025-07-29 13F Private Trust Co Na 6,553 61.13 516 61.95
2025-08-13 13F Brown Advisory Inc 112,274 -1.23 8,836 -0.71
2025-08-29 13F Centaurus Financial, Inc. 5,954 32.78 0
2025-07-16 13F Squire Investment Management Company, LLC 5,798 -0.10 456 0.44
2025-08-12 13F Forum Private Client Group LLC 65,556 5.79 5,159 6.37
2025-07-08 13F Range Financial Group LLC 12,487 -7.48 983 -7.01
2025-07-23 13F HTG Investment Advisors, Inc. 203,554 3.78 16,020 4.34
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 6,565 -3.43 515 -3.20
2025-09-03 13F Ballentine Capital Advisors, Inc 5,945 3.36 468 3.78
2025-07-15 13F Total Wealth Planning, Llc 5,886 -16.24 463 -15.82
2025-08-13 13F Summit Financial, LLC 3,227 254
2025-07-17 13F Eclectic Associates Inc /adv 34,649 -0.25 2,727 0.26
2025-07-18 13F Madrona Financial Services, LLC 0 -100.00 0
2025-07-22 13F Apexium Financial, Lp 137,290 67.25 10,805 68.16
2025-07-29 13F TFC Financial Management 104,533 0.26 8,227 0.80
2025-08-04 13F McMill Wealth Management 2,561 0.00 201 0.50
2025-04-15 13F Corrigan Financial, Inc. 532,617 3.16 41,693 4.51
2025-07-16 13F Perigon Wealth Management, LLC 88,147 -15.92 6,937 -15.46
2025-08-06 13F SOUTH STATE Corp 183,816 62.60 14,466 63.48
2025-08-04 13F IFG Advisory, LLC 67,573 -2.38 5,318 -1.85
2025-08-13 13F American Investment Services, Inc. 27,418 -7.33 2,158 -6.83
2025-05-02 13F Legacy Capital Wealth Partners, LLC 0 -100.00 0
2025-07-16 13F Traveka Wealth, LLC 44,996 -4.16 3,541 -3.65
2025-08-11 13F Compass Capital Corp /ma/ /adv 0 -100.00 0
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-04-08 13F Beese Fulmer Investment Management, Inc. 0 -100.00 0
2025-08-12 13F Accredited Wealth Management, LLC 37,581 -3.34 2,958 -2.83
2025-07-09 13F Alesco Advisors Llc 41,168 12.48 3,240 13.09
2025-08-07 13F Topel & Distasi Wealth Management, LLC 0 -100.00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 52,328 20.60 4,118 21.26
2025-05-08 13F New York Life Investment Management Llc 0 -100.00 0
2025-08-12 13F Argent Trust Co 11,659 0.00 918 0.55
2025-08-12 13F BlackRock, Inc. 1 0
2025-08-12 13F Fidato Wealth LLC 123,144 3.72 9,691 4.27
2025-08-26 13F/A Thrivent Financial For Lutherans 34,049 -33.63 3 -33.33
2025-07-23 13F Joel Isaacson & Co., LLC 14,577 9.76 1,147 10.39
2025-08-13 13F Fisher Asset Management, LLC 2,818 222
2025-08-12 13F Choate Investment Advisors 440 35
2025-07-17 13F Beacon Capital Management, LLC 1,241 -14.18 98 -14.16
2025-08-06 13F Soltis Investment Advisors LLC 27,613 5.50 2,173 6.10
2025-08-12 13F TCTC Holdings, LLC 47,755 0.76 3,758 1.29
2025-08-11 13F Vanguard Group Inc 702,335 10.91 55,274 11.51
2025-08-25 NP GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 135,376 -0.88 10,654 -0.35
2025-07-29 NP JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 53,656 0.59 4,204 0.91
2025-08-14 13F Disciplina Capital Management LLC 175,036 12.75 13,775 13.36
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 34,905 -89.24 2,747 -89.18
2025-08-06 13F Cornerstone Investment Partners, LLC 142,659 -3.54 11,227 -3.01
2025-08-08 13F Citizens Financial Group Inc/ri 39,268 0.52 3,090 1.08
2025-08-14 13F Ancora Advisors, LLC 399,764 -2.13 31,461 -1.60
2025-08-18 13F Wellington Capital Management, Inc. 9,813 1
2025-04-16 13F Private Wealth Group, LLC 0 -100.00 0
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4,215 1.81 332 2.16
2025-07-24 13F Drucker Wealth 3.0, LLC 13,740 -25.57 1,075 -25.61
2025-08-25 NP CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I 51,009 -0.34 4,014 0.20
2025-08-18 13F Hershey Financial Advisers, LLC 33,430 45.13 2,631 47.84
2025-07-10 13F Stewardship Advisors, LLC 0 -100.00 0
2025-07-22 13F Marks Group Wealth Management, Inc 0 -100.00 0
2025-08-05 13F Blue Barn Wealth, LLC 4,819 -8.90 379 -8.45
2025-07-21 13F New Century Financial Group, LLC 0 -100.00 0
2025-08-07 13F Everhart Financial Group, Inc. 30,801 -1.77 2,424 -1.22
2025-08-08 13F Atlantic Trust, LLC 393 -37.52 31 -38.78
2025-07-29 13F SAM Advisors, LLC 8,914 3.30 702 3.85
2025-08-05 13F Sebold Capital Management, Inc. 3,019 0.00 238 0.42
2025-08-04 13F Creative Financial Designs Inc /adv 5,731 451
2025-07-22 13F Valeo Financial Advisors, LLC 6,761 532
2025-08-11 13F Regal Investment Advisors LLC 79,224 -0.02 6,235 0.50
2025-08-14 13F Glen Eagle Advisors, LLC 388 0.00 31 0.00
2025-07-28 13F Elmwood Wealth Management, Inc. 4,425 0.00 348 0.58
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 -100.00 0
2025-07-16 13F Cahaba Wealth Management, Inc. 22,001 7.06 1,731 7.65
2025-07-30 13F Retirement Planning Group 19,127 -8.34 1,505 -7.84
2025-07-18 13F Trilogy Capital Inc. 6,660 0.99 524 1.55
2025-07-10 13F Ahl Investment Management, Inc. 44,914 -0.11 3,535 0.43
2025-07-11 13F SILVER OAK SECURITIES, Inc 36,239 -8.37 2,852 -7.82
2025-07-23 13F Madden Advisory Services, Inc. 7,105 -2.03 559 -1.41
2025-07-28 13F Rosenberg Matthew Hamilton 25,299 -21.05 1,991 -20.61
2025-07-16 13F Signaturefd, Llc 508 -96.26 40 -96.33
2025-07-15 13F BCS Wealth Management 6,488 -2.52 1
2025-08-05 13F Navalign, LLC 24,216 -19.17 1,906 -18.76
2025-07-30 13F Bleakley Financial Group, LLC 104,212 -1.81 8,201 -1.29
2025-07-24 13F Us Bancorp \de\ 744,272 -2.48 58,574 -1.96
2025-08-04 13F Kovack Advisors, Inc. 25,561 1.32 2,012 1.87
2025-07-30 13F Gables Capital Management Inc. 1 0.00 0
2025-08-14 13F DecisionPoint Financial, LLC 525 0.00 41 0.00
2025-08-05 13F Westside Investment Management, Inc. 130 0.00 10 0.00
2025-08-14 13F IHT Wealth Management, LLC 101,998 -1.32 8,027 -0.78
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-08-15 13F Strategic Investment Advisors / MI 52,225 -4.39 4,110 -3.86
2025-05-14 13F Jane Street Group, Llc 0 -100.00 0
2025-07-17 13F Guyasuta Investment Advisors Inc 2,609 -20.94 205 -20.54
2025-08-19 13F Newbridge Financial Services Group, Inc. 578 -13.99 45 -13.46
2025-08-18 13F Pacific Center for Financial Services 738 -3.78 58 -3.33
2025-07-10 13F Moller Financial Services 49,250 2.78 3,876 3.33
2025-08-14 13F Royal Bank Of Canada 2,965,681 1.44 233,399 1.99
2025-07-18 13F Lynx Investment Advisory 0 -100.00 0
2025-07-28 13F Delap Wealth Advisory, Llc 23,643 -20.31 1,861 -19.90
2025-08-26 13F Claris Financial LLC 5,073 -0.90 399 1.01
2025-07-22 13F 4Thought Financial Group Inc. 30 3.45 2 0.00
2025-07-25 13F Keener Financial Planning LLC 1,467 6.46 0
2025-07-23 13F Somnio Financial Group, LLC 57,033 11.40 4,488 13.45
2025-07-30 13F Cullen/frost Bankers, Inc. 364,245 1.21 28,666 1.76
2025-07-31 13F 180 Wealth Advisors, Llc 28,648 -5.25 2,255 -4.73
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 4,432 14.11 349 14.47
2025-08-14 13F Hilltop Holdings Inc. 31,083 -0.48 2,446 0.08
2025-08-07 13F Allen Investment Management LLC 18,728 0.00 1,474 0.48
2025-08-07 13F Nwam Llc 153,425 -2.38 12,075 -1.85
2025-08-08 13F Investment Partners, Ltd. 73,262 13.72 5,766 14.34
2025-07-24 13F Baskin Financial Services Inc. 2,945 0.00 0
2025-08-13 13F RW Investment Management LLC 1,170,018 0.12 92,080 0.65
2025-08-11 13F NewEdge Wealth, LLC 283,046 13.46 22,245 13.91
2025-08-11 13F Principal Securities, Inc. 67,132 -6.98 5,283 -5.25
2025-08-13 13F Lido Advisors, LLC 239,269 746.28 18,831 750.88
2025-07-25 13F Courage Miller Partners, LLC 54,085 -0.01 4,256 0.52
2025-08-18 13F Geneos Wealth Management Inc. 28,262 -49.18 2,224 -48.91
2025-08-14 13F Keebeck Wealth Management, LLC 2,552 201
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 -100.00 0
2025-07-18 13F Mountain Pacific Investment Advisers Inc/id 174,076 -1.57 13,700 -1.04
2025-08-08 13F Financial Gravity Companies, Inc. 57,496 14.92 4,525 17.05
2025-08-14 13F Mercer Global Advisors Inc /adv 34,076,932 7.73 2,681,815 8.31
2025-08-13 13F Tobias Financial Advisors, Inc. 470,019 5.85 36,990 6.42
2025-07-29 13F Kelman-Lazarov, Inc. 242,904 -0.66 19,117 -0.13
2025-07-14 13F Chapin Davis, Inc. 11,883 0.46 935 0.97
2025-08-14 13F Stifel Financial Corp 769,451 1.92 60,556 2.47
2025-05-08 13F XTX Topco Ltd 0 -100.00 0
2025-08-07 13F Fonville Wealth Management LLC 58,260 6.54 4,585 7.03
2025-08-07 13F Evoke Wealth, Llc 22,663 -10.32 1,784 -9.86
2025-08-13 13F Jackson Creek Investment Advisors LLC 35,118 -1.73 3 0.00
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 33,234 -5.32 2,616 -4.81
2025-07-31 13F Alamar Capital Management, LLC 8,000 -0.25 630 0.32
2025-07-10 13F NorthCrest Asset Manangement, LLC 7,082 -0.01 554 0.00
2025-08-12 13F Peachtree Investment Partners, LLC 136 3.82 11 0.00
2025-08-14 13F First Manhattan Co 9,064 20.21 713 20.85
2025-07-25 13F Cwm, Llc 95,757 -0.67 8 0.00
2025-08-07 13F Rathbone Brothers plc 84,419 17.70 6,644 18.33
2025-07-18 13F Meritas Wealth Management, LLC 3,001 -2.79 236 -2.07
2025-07-18 13F Martel Wealth Advisors Inc 796,532 2.01 62,687 2.56
2025-07-22 13F Berger Financial Group, Inc 3,828 -7.00 301 -6.52
2025-07-09 13F Dynamic Advisor Solutions LLC 78,605 -6.72 6,186 -6.22
2025-07-17 13F Capital Insight Partners, Llc 11,568 -4.30 910 -3.81
2025-08-14 13F Fmr Llc 27,605 -87.17 2,173 -87.10
2025-07-17 13F Summit Financial Strategies, Inc. 3,062 -60.43 241 -60.33
2025-08-11 13F GKV Capital Management Co., Inc. 0 -100.00 0
2025-08-14 13F Wit, Llc 844,643 0.00 66,473 0.54
2025-06-26 NP FARX - Frontier Asset Absolute Return ETF 35,772 -6.38 2,818 -4.96
2025-07-23 13F Intergy Private Wealth, LLC 5,446 -3.73 429 -3.17
2025-08-14 13F Eaton-Cambridge Inc. 172,627 4.80 13,586 5.37
2025-07-22 13F Accel Wealth Management 2,563 0.20 202 0.50
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 24,193 1.22 1,904 1.82
2025-08-05 13F Sigma Planning Corp 45,268 6.08 3,563 6.65
2025-08-11 13F Rockbridge Investment Management, LCC 53,283 -2.29 4,193 -1.76
2025-08-14 13F Becker Capital Management Inc 45,492 -4.95 3,580 -4.43
2025-07-25 13F Lion Street Advisors, LLC 0 -100.00 0
2025-08-14 13F Smartleaf Asset Management LLC 41,381 -6.38 3,253 -5.96
2025-08-04 13F Partners in Financial Planning 448,864 3.87 35,326 4.43
2025-08-07 13F Americana Partners, LLC 9,220 -0.91 726 -0.41
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 535 0.38 42 2.44
2025-07-18 13F Columbia Asset Management 32,637 2,569 -1.65
2025-07-31 13F Wealthfront Advisers Llc 35,093 -6.95 2,762 -6.47
2025-08-12 13F FourThought Financial Partners, LLC 20,467 -4.03 1,611 -3.54
2025-08-12 13F Laurel Wealth Advisors LLC 65,400 7,770.04 1 -100.00
2025-08-12 13F Charles Schwab Investment Management Inc 2,021,291 -1.50 159,076 -0.97
2025-08-06 13F Modera Wealth Management, LLC 226,892 0.60 17,856 1.14
2025-04-17 13F Rs Crum Inc. 957,801 2.23 74,977 3.57
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 3,658 32.06 287 32.41
2025-08-08 13F Chandler Asset Management, Inc. 1,400 110
2025-07-08 13F Northstar Advisory Group, LLC 2,966 -5.42 233 -4.90
2025-08-14 13F LifePlan Investment Advisors, Inc. 17,732 3.42 1,396 3.95
2025-08-19 13F Anchor Investment Management, LLC 5,607 0.29 441 0.92
2025-08-06 13F Stonebridge Financial Planning Group, LLC 3,242 2.27 255 2.82
2025-08-06 13F Wsfs Capital Management, Llc 38,650 0.92 3,042 1.47
2025-08-13 13F Shepherd Financial Partners LLC 18,230 -29.07 1,435 -28.73
2025-08-05 13F Fourth Dimension Wealth, LLC 397 0.00 31 0.00
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 8,799 -0.19 692 0.29
2025-05-05 13F Morningstar Investment Services LLC 58,842 -73.97 5 -76.47
2025-07-18 13F Naples Global Advisors, Llc 47,754 3.73 3,758 4.30
2025-08-13 13F Dixon Mitchell Investment Counsel Inc. 707 0.00 56 0.00
2025-08-14 13F Integrated Wealth Concepts LLC 59,549 10.14 4,687 10.73
2025-07-23 13F Elevate Wealth Advisory, Inc 137,092 -8.20 10,789 -7.70
2025-07-31 13F Buckingham Strategic Partners 575,639 -6.72 45,303 -6.22
2025-08-12 13F Horizon Kinetics Asset Management Llc 7,478 0.00 589 0.51
2025-08-05 13F Dynasty Wealth Management, Llc 73,888 -70.35 5,815 -70.19
2025-09-05 13F/A Prospera Capital Management, LLC 3,588 0.65 281 1.08
2025-07-24 13F Financial Connections Group, Inc. 7 0.00 0
2025-08-13 13F Virtue Capital Management, LLC 0 -100.00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 192,693 -26.35 15,165 -25.96
2025-07-24 13F True Link Financial Advisors, LLC 2,104,472 3.29 165,622 3.84
2025-07-17 13F Sterling Investment Advisors, Ltd. 3,539 0.00 279 0.36
2025-07-14 13F Southland Equity Partners LLC 16,425 1.78 1,293 2.30
2025-08-04 13F Spire Wealth Management 58,031 -9.48 4,567 -8.99
2025-08-05 13F Huntington National Bank 3,296 -9.20
2025-07-23 13F SpringVest Wealth Management LLC 8,234 1.88 648 2.53
2025-07-29 13F Schubert & Co 0 -100.00 0
2025-08-12 13F Integrated Advisors Network LLC 59,915 -1.61 4,715 -1.07
2025-07-09 13F Wolff Financial Management Llc 2,892 1.90 0
2025-07-01 13F BancFirst Trust & Investment Management 66,793 24.01 5,250 24.56
2025-08-08 13F Kingsview Wealth Management, LLC 25,136 32.95 1,978 33.65
2025-08-08 13F ProVise Management Group, LLC 10,080 0.00 793 0.51
2025-09-04 13F Beacon Capital Management, Inc. 2,255,871 -68.53 177,537 -68.28
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100.00 0
2025-08-14 13F Obsidian Personal Planning Solutions LLC 2,604 0.00 205 -0.49
2025-07-18 13F TruNorth Capital Management, LLC 13,960 -9.20 1,099 -8.73
2025-07-28 13F Sterling Financial Planning, Inc. 47,106 -0.47 3,707 0.08
2025-08-04 13F Human Investing LLC 405,079 3.45 31,869 3.97
2025-07-24 13F Bernard Wealth Management Corp. 277 0.00 22 0.00
2025-08-13 13F Edgestream Partners, L.P. 27,500 2,164
2025-05-12 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-08-06 13F Van Cleef Asset Management,Inc 9,780 -0.51 770 0.00
2025-07-22 13F Capital Advisors Inc/ok 3,956 0.00 311 0.65
2025-08-05 13F Cherry Tree Wealth Management, LLC 113,109 -1.30 8,902 -0.77
2025-07-14 13F Chico Wealth RIA 9,241 -1.22 727 -0.68
2025-07-17 13F Northwest Wealth Management, Llc 29,084 1.83 2,289 2.37
2025-04-22 13F Advisor Resource Council 0 -100.00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 798,107 38.16 63,058 38.93
2025-07-30 13F Arbor Investment Advisors, LLC 605,839 0.95 47,680 1.49
2025-07-29 13F Stratos Wealth Partners, LTD. 27,712 26.95 2,181 27.63
2025-07-09 13F Massmutual Trust Co Fsb/adv 16,070 1.55 1,265 2.10
2025-07-16 13F Kiley Juergens Wealth Management, Llc 68,790 -3.47 5,414 -2.96
2025-08-14 13F Waterford Advisors, LLC 4,967 -96.91 13,218 4.90
2025-05-13 13F Kimelman & Baird, LLC 0 -100.00 0 -100.00
2025-07-16 13F Jentner Corp 722,651 2.26 56,873 2.81
2025-07-30 13F D.a. Davidson & Co. 913,931 1.38 71,926 1.92
2025-08-13 13F Transce3nd, LLC 5,528 -97.92 435 -97.91
2025-07-18 13F Arcadia Wealth Management, LLC 108,168 5.56 8,513 6.12
2025-07-29 13F Koshinski Asset Management, Inc. 30,685 -1.23 2,415 -0.70
2025-07-30 13F Schwartz Investment Counsel Inc 15,800 -3.07 1,243 -2.51
2025-08-06 13F Savant Capital, LLC 890,827 132.53 70,108 133.78
2025-04-22 13F Synergy Financial Management, LLC 0 -100.00 0
2025-07-10 13F Security National Bank 3,602 0.00 283 0.71
2025-07-17 13F Mustard Seed Financial, LLC 198,344 0.73 15,610 1.27
2025-07-23 13F Woodside Wealth Management LLC 29,199 0.15 2,298 0.66
2025-07-24 13F Mengis Capital Management, Inc. 29,966 4.79 2,358 5.36
2025-07-25 13F Bull Street Advisors, LLC 107,027 -2.06 8 0.00
2025-08-04 13F Atria Investments Llc 349,842 1.46 27,533 2.00
2025-07-11 13F Coastwise Capital Group, LLC 2,704 213
2025-07-22 13F Windward Private Wealth Management Inc. 791,535 2.49 62,294 3.04
2025-08-14 13F Boston Private Wealth Llc 4,322 340
2025-08-14 13F LM Advisors LLC 74,684 0.00 6 0.00
2025-07-18 13F Consolidated Portfolio Review Corp 76,603 15.11 6,029 15.72
2025-07-23 13F Family Legacy, Inc. 24,867 -10.21 1,957 -9.73
2025-06-24 NP TNIIX - 1290 Retirement 2020 Fund Class I 1,294 0.00 102 1.00
2025-07-29 13F Riverbend Wealth Management, LLC 13,538 -3.44 1,065 -2.92
2025-08-01 13F Envestnet Asset Management Inc 54,699,168 1.58 4,304,825 2.13
2025-08-04 13F Keybank National Association/oh 32,922 63.77 2,591 64.65
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-07-31 13F FSA Investment Group, LLC 7,302 18.14 575 18.84
2025-08-15 13F Captrust Financial Advisors 5,383,445 6.92 423,677 7.49
2025-07-09 13F OLIO Financial Planning 4,366 -47.75 344 -47.55
2025-08-13 13F Northwestern Mutual Wealth Management Co 1,310,934 8.58 103,171 9.17
2025-07-14 13F Narus Financial Partners, LLC 9,143 0.94 720 1.41
2025-08-05 13F Gibraltar Capital Management, Inc. 7,155 11.71 563 12.38
2025-07-24 13F Etesian Wealth Advisors, Inc. 2,694 -48.26 212 -47.91
2025-08-04 13F BLB&B Advisors, LLC 37,359 -0.47 2,940 0.07
2025-05-12 13F Sandy Spring Bank 364 0.55 28 3.70
2025-07-02 13F Howard Financial Services, Ltd. 39,498 -14.71 3,108 -14.24
2025-07-31 13F United Community Bank 356 28
2025-08-14 13F Rock Point Advisors, LLC 8,315 42.99 654 43.74
2025-07-15 13F Revisor Wealth Management LLC 4,637 10.12 363 10.03
2025-08-01 13F Yukon Wealth Management, Inc. 39,483 3,107
2025-08-14 13F Marquette Associates, Inc. 73,690 -4.16 5,799 -3.64
2025-08-18 13F Front Row Advisors LLC 1,132 0.00 89 1.14
2025-08-19 13F Asset Dedication, LLC 1,667 366.95 131 385.19
2025-08-12 13F Pathstone Holdings, LLC 54,424 -10.27 4,283 -9.79
2025-07-31 13F Brighton Jones Llc 7,402 -0.74 583 -0.17
2025-08-06 13F Commonwealth Equity Services, Llc 3,127,945 0.54 246 1.23
2025-08-08 13F VERITY Wealth Advisors 14,904 1.57 1,173 2.09
2025-07-29 13F APCM Wealth Management for Individuals 190,153 0.02 14,965 0.56
2025-08-14 13F Quantinno Capital Management LP 11,338 26.08 892 26.70
2025-08-14 13F CIBC World Markets Inc. 9,592 3.03 755 3.57
2025-08-26 13F Zeit Capital LLC 123,327 1.04 9,706 1.50
2025-08-12 13F Ames National Corp 137,754 -4.69 10,841 -4.18
2025-05-01 13F Quest 10 Wealth Builders, Inc. 327 0.00 26 0.00
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 43 -4.44 3 0.00
2025-07-28 13F Aries Wealth Management 17,964 0.05 1,414 0.57
2025-07-17 13F/A Capital Investment Advisors, LLC 76,011 -2.04 5,982 -1.50
2025-07-21 13F Investment Planning Advisors, Inc. 92,810 236.09 7,304 237.99
2025-07-15 13F Garrett Investment Advisors LLC 131,493 3.96 10,348 4.51
2025-07-23 13F Fortis Advisors, LLC 144,316 -2.05 11,358 -1.53
2025-08-12 13F Financial Advocates Investment Management 53,837 -7.28 4,237 -6.80
2025-08-12 13F Lodestone Wealth Management LLC 40,634 -3.08 3,198 -2.56
2025-07-24 13F Galvin, Gaustad & Stein, LLC 84,177 -4.33 6,625 -3.82
2025-08-06 13F SNS Financial Group, LLC 7,295 -84.82 574 -84.74
2025-08-14 13F Modern Wealth Management, LLC 4,255 -63.83 335 -63.70
2025-03-12 13F/A Private Capital Management Llc 1,710 -6.30 131 -5.76
2025-08-01 13F Biltmore Family Office, LLC 4,232 -3.60 333 -2.92
2025-08-08 13F Empower Advisory Group, LLC 18,101,201 4.63 1,424,564 5.19
2025-08-11 13F FineMark National Bank & Trust 100,790 -1.71 7,932 -1.17
2025-07-24 13F Invictus Private Wealth, Llc 2,789 219
2025-07-15 13F Fort Henry Capital, LLC 221,547 -0.18 17,436 0.36
2025-07-31 13F Leavell Investment Management, Inc. 151,503 0.61 11,923 1.15
2025-08-08 13F Truepoint, Inc. 6,415,794 1.23 504,923 1.77
2025-07-17 13F Independence Bank of Kentucky 0 -100.00 0
2025-08-11 13F WPG Advisers, LLC 1,764 -54.82 139 -54.75
2025-07-24 13F IFP Advisors, Inc 21,132 -75.38 1,663 -75.24
2025-08-11 13F PAX Financial Group, LLC 50,939 -3.29 4,009 -2.79
2025-06-24 NP TNJIX - 1290 Retirement 2025 Fund Class I 84 -14.29 7 -14.29
2025-07-16 13F Essex Financial Services, Inc. 13,723 -3.00 1,080 -2.44
2025-08-07 13F Pcg Asset Management, Llc 75,314 -1.79 5,927 -1.27
2025-06-24 NP TNKIX - 1290 Retirement 2030 Fund Class I 424 0.00 33 3.13
2025-07-25 13F Hazlett, Burt & Watson, Inc. 100 0.00 0
2025-08-13 13F Saiph Capital, LLC 6,126 68.81 482 69.72
2025-08-14 13F Engineers Gate Manager LP 0 -100.00 0
2025-05-13 13F Quantum Private Wealth, LLC 0 -100.00 0
2025-08-05 13F Tiaa Trust, National Association 91,252 -55.53 7,181 -55.29
2025-07-23 13F Country Club Bank /gfn 20,457 -6.97 1,608 -6.57
2025-07-25 13F Atria Wealth Solutions, Inc. 301,024 -62.02 23,652 -61.88
2025-08-14 13F Aprio Wealth Management, LLC 3,684 0.38 290 0.70
2025-08-06 13F Vantage Financial Partners, LLC 3,366 0.15 265 0.38
2025-07-23 13F Arcataur Capital Management LLC 79,796 2.27 6,280 2.82
2025-07-21 13F J. Safra Sarasin Holding AG 25,000 0.00 1,968 0.51
2025-08-11 13F Hopwood Financial Services, Inc. 0 -100.00 0
2025-08-14 13F RMB Capital Management, LLC 8,819 14.76 694 15.47
2025-07-14 13F GAMMA Investing LLC 17 466.67 1
2025-08-07 13F Keynote Financial Services Llc 0 -100.00 0
2025-08-05 13F Ellevest, Inc. 83,853 -66.78 6,599 -66.60
2025-08-08 13F TD Capital Management LLC 709,937 2.26 55,872 2.81
2025-07-17 13F Fifth Third Securities, Inc. 50,992 -3.21 4,013 -2.69
2025-08-14 13F Legacy Advisory Services, LLC 5,586 0.98 440 1.39
2025-07-17 13F XY Planning Network, Inc. 2,566 202
2025-08-06 13F Wedbush Securities Inc 22,903 -7.34 2 0.00
2025-07-01 13F Harbor Investment Advisory, Llc 4,157 0.00 327 0.62
2025-08-05 13F American Institute for Advanced Investment Management, LLP 8,378 -2.50 659 -1.93
2025-08-15 13F Tower Research Capital LLC (TRC) 5,916 445.76 466 453.57
2025-07-30 13F Princeton Global Asset Management LLC 0 -100.00 0
2025-08-12 13F NFP Retirement, Inc. 6,679 -7.04 526 -6.58
2025-07-10 13F Redhawk Wealth Advisors, Inc. 5,074 37.51 399 38.54
2025-08-13 13F Milestone Investment Advisors LLC 3,386 -43.64 267 -43.40
2025-07-28 13F Fairman Group, LLC 247 0.00 19 0.00
2025-07-29 13F FLC Capital Advisors 45,753 1,335.61 3,601 1,345.78
2025-08-11 13F Sofi Wealth, Llc 232 -17.73 18 -18.18
2025-07-23 13F WoodTrust Financial Corp 0 -100.00 0
2025-07-11 13F Physician Wealth Solutions Inc. 9,245 728
2025-08-08 13F Smithfield Trust Co 1,289,516 -2.26 101 -1.94
2025-08-13 13F Level Four Advisory Services, Llc 10,941 16.29 861 16.98
2025-08-14 13F Main Street Financial Solutions, LLC 42,100 19.04 3,313 19.69
2025-08-06 13F Cloud Capital Management, LLC 0 -100.00 0
2025-08-19 13F Advisory Services Network, LLC 149,097 4.75 11,686 4.89
2025-08-19 13F Cape Investment Advisory, Inc. 2,645 -42.50 208 -42.22
2025-08-05 13F Bank of New York Mellon Corp 2,495,778 0.28 196,418 0.82
2025-08-14 13F FC Advisory LLC 36,647 0.47 2,884 1.02
2025-07-15 13F Brewster Financial Planning LLC 218,902 5.39 17,228 5.95
2025-08-11 13F Brass Tax Wealth Management, Inc 10,951 25.67 862 26.25
2025-08-14 13F Financial Advisory Service, Inc. 5,676 5.66 447 6.19
2025-08-08 13F Security Financial Services, INC. 16,907 -0.82 1,331 -0.30
2025-07-18 13F Wetzel Investment Advisors, Inc. 2,912 229
2025-07-17 13F Chatham Capital Group, Inc. 6,959 -6.70 548 -6.17
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 6,900 13.02 543 0.56
2025-07-11 13F Caldwell Securities, Inc 267 0.00 21 5.00
2025-04-30 13F Rehmann Capital Advisory Group 0 -100.00 0
2025-07-22 13F Rocky Mountain Advisers, Llc 8,000 0.00 630 0.48
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 9 0.00 1
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 3,877 -51.78 305 -51.51
2025-08-11 13F Root Financial Partners, LLC 17,906 -9.07 1,409 -8.57
2025-07-22 13F Miracle Mile Advisors, LLC 552,861 13.88 43,510 14.49
2025-08-07 13F Winthrop Capital Management, LLC 347 0.00 0
2025-08-04 13F Evergreen Wealth Management, LLC 48,511 -2.22 3,818 -1.70
2025-07-30 13F Evermay Wealth Management Llc 0 -100.00 0
2025-07-29 13F International Assets Investment Management, Llc 13,119 -15.11 1,032 -14.64
2025-07-22 13F Wynn Capital, LLC 4,700 0.00 370 0.54
2025-08-07 13F Cahill Financial Advisors Inc 153,712 -15.13 12,097 -14.67
2025-07-25 13F Concurrent Investment Advisors, LLC 171,877 9.07 13,527 9.66
2025-08-07 13F Cumberland Advisors Inc 9,650 4.21 759 4.83
2025-09-03 13F American Trust 4,923 387
2025-08-07 13F Wealth Forward, LLC 139,294 0.56 10,962 1.11
2025-07-23 13F High Note Wealth, LLC 50 4
2025-04-09 13F Pioneer Wealth Management Group 0 -100.00 0
2025-04-28 13F Pinnacle Financial Partners Inc 25,257 1.07 1,974 2.07
2025-07-30 13F Mills Wealth Advisors LLC 59,682 37.73 4,697 38.47
2025-07-24 13F Leo Wealth, LLC 8,979 707
2025-07-17 13F SC&H Financial Advisors, Inc. 25,027 -1.79 1,970 -1.25
2025-07-16 13F/A CX Institutional 559 -88.32 0
2025-07-21 13F Ascent Group, LLC 39,405 -6.00 3,101 -5.49
2025-07-25 13F Ruedi Wealth Management, Inc. 6,660 -1.04 524 -0.38
2025-08-07 13F Delta Financial Advisors Llc 4,647 -4.28 366 -3.95
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 20,690 -6.68 1,628 -6.17
2025-07-09 13F Inspirion Wealth Advisors, Llc 5,093 -13.10 401 -12.66
2025-07-17 13F Peoples Financial Services Corp. 625 0.00 49 2.08
2025-07-31 13F Hoge Financial Services, Llc 3,432 270
2025-07-14 13F Foster Group, Inc. 39,459 2.25 3,105 2.81
2025-07-15 13F Signal Tree Financial Partners Llc 65,256 14.71 5,136 15.32
2025-07-31 13F Opus Capital Group, LLC 11,095 0.00 1
2025-08-12 13F Founders Financial Alliance, LLC 1,198 -22.51 94 -22.31
2025-08-12 13F Tumwater Wealth Management, LLC 8,033 -2.51 632 -2.02
2025-07-28 13F WealthPLAN Partners, LLC 3,310 -1.63 260 -1.14
2025-08-14 13F Manufacturers Life Insurance Company, The 282,082 -3.03 22,200 -2.51
2025-08-14 13F Lazard Asset Management Llc 3 0.00
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 581 1.04 46 0.00
2025-08-14 13F Sunbelt Securities, Inc. 1,483 26.75 115 25.27
2025-07-24 13F Stonebridge Financial Group, LLC 16,096 0.02 1,267 0.56
2025-04-29 13F Financial Network Wealth Management LLC 6,125 0.66 0
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 0 -100.00 0
2025-07-07 13F Versant Capital Management, Inc 428 20.90 34 22.22
2025-07-08 13F Juncture Wealth Strategies, Llc 17,139 -0.40 1,349 0.15
2025-07-14 13F Signature Securities Group Corporation 29,264 -25.60 2,303 -25.18
2025-08-06 13F Atlantic Union Bankshares Corp 362 28
2025-07-23 13F Eagle Rock Investment Company, Llc 145,790 -0.93 11,474 -0.40
2025-07-30 13F Brookstone Capital Management 183,891 8.10 14,472 8.68
2025-08-11 13F Wescott Financial Advisory Group, LLC 42,015 -1.48 3,307 -0.96
2025-08-04 13F AlphaStar Capital Management, LLC 42,408 3,338
2025-07-30 13F Darrow Company, Inc. 70,199 1.73 5,525 2.28
2025-07-31 13F Fedenia Advisers LLC 40,460 0.83 3,184 1.37
2025-08-14 13F Operose Advisors LLC 2,487 2.01 196 2.63
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,176,710 9.81 92,641 10.40
2025-04-28 13F Strategic Financial Concepts, LLC 0 -100.00 0 -100.00
2025-08-08 13F Compass Wealth Management LLC 15,655 18.99 1,232 19.73
2025-08-12 13F Waterloo Capital, L.P. 120,337 -8.27 9,470 -7.78
2025-08-07 13F Aegis Wealth Management LLC 10,181 0.00 797 0.00
2025-08-11 13F Culbertson A N & Co Inc 99,731 -2.62 7,849 -2.10
2025-08-07 13F Apeiron RIA LLC 0 -100.00 0
2025-08-14 13F NCM Capital Management, LLC 2,918 0.00 230 0.44
2025-07-17 13F Kavar Capital Partners Group, Llc 58,073 4,570
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0
2025-07-21 13F Ameritas Advisory Services, LLC 13,260 -74.59 1,044 -74.44
2025-08-01 13F Koss-Olinger Consulting, LLC 23,360 19.68 1,838 20.29
2025-08-06 13F Rialto Wealth Management, LLC 4,205 -0.10 331 0.30
2025-04-11 13F Lake Hills Wealth Management, LLC 0 -100.00 0
2025-07-30 13F Eqis Capital Management, Inc. 31,873 10.19 2,508 10.78
2025-07-21 13F Vaughan Nelson Investment Management, L.p. 5,925 0.00 466
2025-07-24 13F Eastern Bank 45,386 0.25 3,572 0.79
2025-08-14 13F Toronto Dominion Bank 16 1
2025-08-08 13F Richmond Brothers, Inc. 196,590 -44.54 15,472 -44.24
2025-07-14 13F Painted Porch Advisors LLC 183 1.67 14 0.00
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 73,844 16.07 5,812 16.69
2025-08-11 13F United Capital Financial Advisers, Llc 4,392,617 -10.68 345,699 -10.20
2025-04-25 13F New Millennium Group LLC 0 -100.00 0
2025-08-13 13F M&t Bank Corp 222,508 -0.77 17,511 -0.24
2025-07-10 13F Aua Capital Management, Llc 33,186 -0.15 2,612 0.38
2025-07-17 13F Kelly Financial Services LLC 3,810 5.72 300 6.03
2025-08-06 13F Decker Retirement Planning Inc. 9 1
2025-08-14 13F Headinvest, Llc 129,008 0.50 10,153 1.04
2025-08-04 13F Pinnacle Associates Ltd 4,993 -2.92 393 -2.49
2025-08-14 13F Sterling Wealth Management, Inc. 2,763 0.04 217 1.88
2025-07-16 13F Signature Resources Capital Management, LLC 1,017 -30.86 80 -30.43
2025-07-29 13F Robinson Value Management, Ltd. 1,066 0.00 84 0.00
2025-08-11 13F Strategic Wealth Partners, Ltd. 3,476 -8.72 274 -7.14
2025-08-14 13F Arete Wealth Advisors, LLC 10,677 22.50 1
2025-08-08 13F Creative Planning 513,072 -7.01 40,379 -6.52
2025-05-13 13F Quadrature Capital Ltd 0 -100.00 0 -100.00
2025-07-15 13F Maseco Llp 40,653 3,199
2025-08-01 13F Clark Asset Management, LLC 370,090 7.96 29,126 8.54
2025-07-17 13F Greenbush Financial Group, LLC 13,417 17.34 1,056 17.88
2025-07-28 13F Harbour Trust & Investment Management Co 69,450 2.55 5,466 3.09
2025-08-25 13F Hilltop Partners LLC 2,952 -10.60 232 -10.08
2025-07-18 13F Bartlett & Co. Wealth Management Llc 263,658 1.84 20,750 2.38
2025-07-21 13F Pflug Koory, LLC 65 5
2025-08-06 13F Atlas Legacy Advisors, LLC 2,745 0.00 216 0.93
2025-04-21 13F Townsend Asset Management Corp /nc/ /adv 0 -100.00 0
2025-08-04 13F Daymark Wealth Partners, Llc 7,358 13.74 579 14.43
2025-08-15 13F WealthCollab, LLC 1,018 5.17 80 6.67
2025-07-28 13F Mutual Advisors, LLC 136,460 12.70 10,698 12.62
2025-07-22 13F Oak Hill Wealth Advisors, Llc 125,029 8.64 9,772 8.48
2025-08-19 13F National Asset Management, Inc. 53,416 -41.83 4,204 -40.76
2025-07-24 13F Shayne & Co., Llc 5,775 0.00 454 0.44
2025-07-17 13F Lakewood Asset Management LLC 3,979 0.94 313 1.62
2025-07-09 13F Brand Asset Management Group, Inc. 6,605 -25.18 520 -24.89
2025-08-14 13F Clarity Capital Advisors, LLC 94,675 4.69 7,451 5.24
2025-07-18 13F Provident Wealth Management, LLC 29,671 -3.34 2,335 -2.79
2025-07-18 13F Precision Wealth Strategies, LLC 148,437 11,682
2025-07-14 13F Hoey Investments, Inc 1,259 -19.76 99 -18.85
2025-07-31 13F Orion Capital Management LLC 623 0.00 49 2.08
2025-08-07 13F Prudent Man Investment Management, Inc. 7,234 0.00 559 0.00
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Income ETF 7,652 -11.52 603 -10.28
2025-04-22 13F Jmac Enterprises Llc 0 -100.00 0
2025-08-08 13F eCIO, Inc. 165,220 5.38 13,003 5.94
2025-08-14 13F Cardiff Park Advisors, Llc 6,451 0.64 508 1.20
2025-08-07 13F Kestra Private Wealth Services, Llc 134,952 -2.44 10,621 -1.92
2025-08-12 13F Richard W. Paul & Associates, LLC 2,314 -2.16 182 -1.62
2025-08-13 13F International City Management Association Retirement Corp 599,500 0.00 47,181 0.54
2025-08-14 13F UBS Group AG 3,508,060 3.12 276,084 3.68
2025-07-29 13F Fundamentun, Llc 0 -100.00 0
2025-08-01 13F Motco 23,399 27.48 1,834 27.72
2025-07-14 13F Sellwood Investment Partners LLC 9,241 -5.50 727 -4.97
2025-07-17 13F Tritonpoint Wealth, Llc 31,693 -4.24 2,494 -3.71
2025-08-18 13F V2 Financial group LLC 4,110 -1.30 323 -0.62
2025-08-06 13F Walkner Condon Financial Advisors LLC 4,487 353
2025-07-22 13F Aspire Private Capital, LLC 114,540 -1.06 9,014 -0.52
2025-07-08 13F Chemistry Wealth Management LLC 4,304 0.00 339 0.60
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100.00 0 -100.00
2025-05-13 13F Granite Investment Partners, LLC 0 -100.00 0 -100.00
2025-07-18 13F Nabity-Jensen Investment Management Inc 4,238 0.00 334 0.60
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 1,019 -19.38 0
2025-07-22 13F My Personal CFO, LLC 4,298 -4.21 338 -3.70
2025-07-22 13F Merit Financial Group, LLC 88,103 -21.28 6,934 -20.86
2025-07-24 13F Blair William & Co/il 323,984 -0.68 25,498 -0.14
2025-07-31 13F Mycio Wealth Partners, Llc 0 -100.00 0
2025-07-21 13F Tower View Investment Management & Research LLC 1,467 0.96 115 1.77
2025-08-27 13F Tribridge Partners Financial LLC 101,860 8
2025-05-14 13F Idaho Trust Bank 0 -100.00 0
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-22 13F DAVENPORT & Co LLC 1,044,690 0.38 82,217 0.92
2025-04-24 13F Oak Wealth Advisors LLC 0 -100.00 0
2025-07-23 13F Indiana Trust & Investment Management CO 48 0.00 4 0.00
2025-06-03 13F/A First National Bank Of Omaha 13,561 15.65 1,062 17.50
2025-07-25 13F Evolution Advisers, Inc. 206,810 1.97 16 6.67
2025-07-30 13F Jacobsen Capital Management 33,096 -4.09 2,605 -3.59
2025-08-19 13F Element Pointe Advisors, Llc 4,441 0.00 350 0.58
2025-07-03 13F Garde Capital, Inc. 8,423 -16.40 663 -15.99
2025-07-16 13F Cabana Llc 7,572 596
2025-05-02 13F Seaside Wealth Management, Inc. 0 -100.00 0
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 22,545 -0.12 1,774 0.40
2025-07-07 13F New Capital Management LP 4,516 0.00 355 0.57
2025-07-11 13F LongView Wealth Management 29,436 -63.31 2,317 -63.12
2025-07-21 13F Consilium Wealth Advisory, LLC 58,606 1.56 4,612 2.10
2025-07-28 13F Morris Financial Concepts, Inc. 80,268 0.83 6,317 1.38
2025-08-07 13F Commerce Bank 106,004 -34.88 8,343 -34.53
2025-05-06 13F SYM FINANCIAL Corp 0 -100.00 0
2025-08-11 13F Rothschild Investment Llc 16,473 0.07 1,296 0.62
2025-07-22 13F Cedar Mountain Advisors, LLC 0 -100.00 0
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 221,196 -0.81 17,408 -0.27
2025-08-13 13F Ally Invest Advisors Inc. 30,061 2.85 2,366 3.41
2025-08-14 13F Ausdal Financial Partners, Inc. 11,872 -1.84 934 -1.27
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