VGIT - Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqGM)

Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF

Mga Batayang Estadistika
Pemilik Institusional 863 total, 862 long only, 0 short only, 1 long/short - change of 1.17% MRQ
Alokasi Portofolio Rata-rata 1.3347 % - change of -5.85% MRQ
Saham Institusional (Jangka Panjang) 401,795,454 (ex 13D/G) - change of 4.34MM shares 1.09% MRQ
Nilai Institusional (Jangka Panjang) $ 23,273,105 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF (US:VGIT) memiliki 863 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 401,795,454 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, Bank Of America Corp /de/, Morgan Stanley, Empower Advisory Group, LLC, Creative Planning, SCS Capital Management LLC, Colony Group, LLC, Ameriprise Financial Inc, Ronald Blue Trust, Inc., and Nepc Llc .

Struktur kepemilikan institusional Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF (NasdaqGM:VGIT) 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 60.24 / share. Previously, on September 6, 2024, the share price was 60.48 / share. This represents a decline of 0.40% over that period.

VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury 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.

VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF Historical Put/Call Ratio
Pengajuan 13D/G

Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.

Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.

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Tanggal File Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persen)
Kepemilikan
(Persen)
Δ Pagmamay-ari
(Persen)
2024-11-12 13G/A FMR LLC 27,280,281 17,980,303 -34.09 3.52 -52.69
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
(%)
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 0 -100.00 0
2025-07-03 13F Fiduciary Financial Group, Llc 18,205 -0.82 1,083 0.09
2025-04-10 13F TrueWealth Advisors, LLC 0 -100.00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 28,920 9.79 1,730 10.55
2025-07-31 13F Silver Oak Advisory Group, Inc. 19,446 7.72 1 0.00
2025-08-11 13F Howard Wealth Management, Llc 3,902 1.32 233 2.19
2025-08-12 13F Atlas Capital Advisors Llc 101,482 150.99 6,070 152.77
2025-07-24 13F Trust Co Of Toledo Na /oh/ 422 25
2025-07-30 13F Whittier Trust Co Of Nevada Inc 1,984 -12.87 119 -12.59
2025-08-14 13F First Financial Bankshares Inc 0 -100.00 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 9,521 120.29 569 122.27
2025-08-13 13F Jump Financial, LLC 0 -100.00 0
2025-07-15 13F Five Pine Wealth Management 94,512 15.74 5,668 16.87
2025-07-25 13F NorthRock Partners, LLC 553 -6.90 33 -5.71
2025-08-14 13F CoreCap Advisors, LLC 11,552 3.38 691 4.07
2025-07-03 13F Garde Capital, Inc. 188,077 10.21 11,249 10.97
2025-07-22 13F DAVENPORT & Co LLC 5,450 -2.85 326 -2.40
2025-07-17 13F Poinciana Advisors Group, Llc 132,866 1.24 7,947 1.94
2025-08-08 13F Pnc Financial Services Group, Inc. 158,618 -13.23 9,487 -12.64
2025-08-01 13F Logan Capital Management Inc 18 0.00 1 0.00
2025-07-15 13F North Star Investment Management Corp. 66 4
2025-08-12 13F Summit Global Investments 7,144 -0.57 0
2025-07-31 13F Schoolcraft Capital LLC 5,181 -4.62 310 -4.04
2025-07-30 13F Patten Group, Inc. 13,980 -18.42 836 -17.80
2025-06-27 NP TRTY - Cambria Trinity ETF 145,998 28.30 8,756 31.91
2025-08-13 13F Congress Wealth Management LLC / DE / 54,133 0.65 3,238 1.35
2025-08-14 13F Stansberry Asset Management, Llc 5,835 3.00 349 3.57
2025-04-11 13F Independence Bank of Kentucky 0 -100.00 0
2025-05-23 NP OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 865,000 0.00 51,381 2.41
2025-07-23 13F Sachetta, LLC 288 0.00 17 0.00
2025-08-08 13F Advyzon Investment Management, LLC 36,204 -8.40 2,165 -7.75
2025-07-15 13F Pictet North America Advisors SA 5,020 300
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 2,096,896 6.72 125,415 7.45
2025-07-15 13F Fifth Third Bancorp 569 34
2025-08-11 13F Brown Brothers Harriman & Co 6,283 679.53 376 697.87
2025-07-29 13F Arista Wealth Management, LLC 379,558 2.51 22,701 3.22
2025-07-23 13F Clear Creek Financial Management, LLC 5,320 0.00 318 0.63
2025-08-06 13F Walkner Condon Financial Advisors LLC 30,070 48.57 1,798 49.58
2025-05-16 13F Strait & Sound Wealth Management LLC 0 -100.00 0
2025-04-02 13F Clark Asset Management, LLC 0 -100.00 0 -100.00
2025-07-10 13F Perkins Coie Trust Co 813 49
2025-08-07 13F WESCAP Management Group, Inc. 85,360 229.33 5,105 231.71
2025-07-29 13F Portland Financial Advisors Inc 3,510 210
2025-08-14 13F Ieq Capital, Llc 26,134 30.14 1,563 31.12
2025-07-31 13F GenTrust, LLC 102,184 -15.50 6,112 -14.91
2025-07-10 13F CWC Advisors, LLC. 119,157 3.21 7,127 3.91
2025-08-11 13F Pineridge Advisors LLC 0 -100.00 0
2025-05-12 13F Blueprint Investment Partners LLC 0 -100.00 0
2025-07-31 13F CVA Family Office, LLC 296 0.00 18 0.00
2025-08-05 13F Bank Of Montreal /can/ 259,402 0.50 15,515 1.19
2025-07-15 13F Graypoint LLC 48,161 5.89 2,881 6.63
2025-08-06 13F DDFG, Inc 0 -100.00 0
2025-07-18 13F SigFig Wealth Management, LLC 23,790 33.24 1,419 34.12
2025-08-14 13F Clarity Capital Advisors, LLC 23,993 53.35 1,435 54.47
2025-08-14 13F Cardiff Park Advisors, Llc 24,393 0.44 1,459 1.11
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 10,832 0.00 643 2.39
2025-07-11 13F Westfuller Advisors, LLC 8,268 0.98 495 1.65
2025-08-05 13F J. W. Coons Advisors, LLC 5,175 0.00 310 0.65
2025-08-14 13F Evergreen Capital Management Llc 10,095 0.00 604 0.67
2025-07-31 13F Nilsine Partners, LLC 49,438 2.18 2,957 2.89
2025-08-13 13F Allie Family Office LLC 3,346 200
2025-08-18 13F/A National Bank Of Canada /fi/ 61,040 3,884.33 3,651 3,910.99
2025-08-04 13F REDW Wealth LLC 58,633 0.53 3,507 1.21
2025-08-12 13F XTX Topco Ltd 0 -100.00 0
2025-08-12 13F Bokf, Na 475 0.00 28 0.00
2025-07-10 13F Websterrogers Financial Advisors, Llc 136,330 3.02 8,154 3.73
2025-08-04 13F Creative Financial Designs Inc /adv 396,850 4.56 23,736 5.28
2025-07-28 13F Harbour Investments, Inc. 59,056 8.85 3,532 9.62
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 6,964 -55.99 412 -56.12
2025-07-23 13F Proffitt & Goodson Inc 970,659 1.80 58,055 2.51
2025-07-22 13F Marietta Wealth Management, LLC 115,557 1.37 6,911 2.07
2025-08-11 13F CFS Investment Advisory Services, LLC 57,670 12.37 3 0.00
2025-07-15 13F Td Private Client Wealth Llc 58,115 26.16 3,476 27.01
2025-07-16 13F Register Financial Advisors LLC 1,500 90
2025-08-14 13F Mml Investors Services, Llc 185,842 -25.05 11 -21.43
2025-08-15 13F Keel Point, LLC 12,001 -5.39 718 -4.78
2025-07-29 13F Hoese & Co LLP 204 0.00 12 0.00
2025-08-01 13F Ashton Thomas Private Wealth, LLC 17,539 0.13 1,049 0.87
2025-07-07 13F Shotwell Rutter Baer Inc 141,186 2.65 8,365 1.54
2025-07-25 13F Pathway Financial Advisors LLC 500,885 67.34 29,958 68.49
2025-08-01 13F Strategic Financial Services, Inc, 2,237,058 3.03 133,798 3.74
2025-04-22 13F Synergy Financial Management, LLC 0 -100.00 0
2025-07-15 13F Family Wealth Partners, Llc 243,686 2.88 14,575 3.58
2025-07-23 13F Prime Capital Investment Advisors, LLC 34,805 -48.00 2,082 -47.66
2025-08-13 13F Kilter Group LLC 396 24
2025-07-09 13F Breakwater Investment Management 20,403 -23.89 1,220 -23.37
2025-07-17 13F Clear Point Advisors Inc. 7,370 1.56 441 2.09
2025-05-05 13F Hazlett, Burt & Watson, Inc. 0 -100.00 0
2025-08-13 13F Cheviot Value Management, LLC 2 0.00 0
2025-08-14 13F Tudor Investment Corp Et Al 28,091 1,680
2025-07-25 13F Investment Advisory Group, LLC 14,813 0.14 886 0.80
2025-04-23 13F GHP Investment Advisors, Inc. 0 -100.00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 56,007 -27.66 3,350 -27.18
2025-08-08 13F Creative Planning 15,055,511 9.40 900,470 10.15
2025-07-29 13F Beverly Hills Private Wealth, LLC 161,758 -12.00 9,675 -11.39
2025-07-15 13F McAdam, LLC 9,175 -5.50 549 -4.86
2025-07-15 13F Kraft Asset Management, Llc 92,007 -2.92 5,503 -2.26
2025-08-27 NP HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 483,691 -43.60 28,930 -43.21
2025-07-23 13F Fluent Financial, LLC 88,217 -17.26 5,276 -16.68
2025-04-28 13F Fedenia Advisers LLC 0 -100.00 0
2025-07-29 13F Salomon & Ludwin, LLC 212,690 8.16 12,641 8.13
2025-08-12 13F Hikari Tsushin, Inc. 54,954 0.00 3,287 0.67
2025-04-11 13F Enclave Advisors LLC 0 -100.00 0
2025-07-21 13F Impact Investors, Inc 88,104 15.00 5,269 15.80
2025-07-22 13F Net Worth Advisory Group 230,799 109.19 13,804 110.65
2025-07-28 13F RFG Advisory, LLC 104,570 9.13 6,254 9.89
2025-08-05 13F Burney Co/ 1,225,315 1.95 73,286 2.65
2025-07-10 13F Exchange Traded Concepts, Llc 278,623 -8.00 16,664 -7.36
2025-07-31 13F Curio Wealth, Llc 61 1,425.00 4 -50.00
2025-08-14 13F C M Bidwell & Associates Ltd 4,320 258
2025-07-14 13F Park Avenue Securities Llc 294,976 -3.91 18 -5.56
2025-07-07 13F RB Capital Management, LLC 67,502 0.27 4,037 0.98
2025-07-08 13F Hickory Point Bank & Trust 53,860 7.16 3,221 7.91
2025-08-26 NP Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares 102,231 5.19 6,114 5.93
2025-07-14 13F Sowell Financial Services LLC 22,288 15.14 1,333 16.01
2025-05-15 13F Texas Treasury Safekeeping Trust Co 0 -100.00 0
2025-07-25 13F Cwm, Llc 279,730 3.42 17 0.00
2025-08-15 13F WFA of San Diego, LLC 5,333 -13.57 319 -14.52
2025-07-25 13F Concord Wealth Partners 10,192 -4.39 610 -3.79
2025-08-05 13F Benningfield Financial Advisors, Llc 35,843 -7.59 2,144 -6.95
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-03-21 13F Prostatis Group LLC 0 -100.00 0
2025-07-14 13F GAMMA Investing LLC 3,361 -62.98 201 -62.71
2025-07-16 13F Lloyd Advisory Services, LLC. 0 -100.00 0
2025-07-30 13F SkyOak Wealth, LLC 16,192 0.00 968 0.73
2025-06-26 NP MSTGX - Morningstar Global Income Fund 68,548 -67.03 4,111 -66.11
2025-07-15 13F Gunma Bank,Ltd. 395,000 0.00 24 0.00
2025-08-14 13F Goldman Sachs Group Inc 675,112 185.66 40,378 187.63
2025-08-11 13F First American Trust, Fsb 33,047 5.47 1,977 6.18
2025-08-12 13F RiverFront Investment Group, LLC 1,017,471 -0.01 60,855 0.67
2025-08-13 13F Parkworth Wealth Management, Inc. 4,007 17.10 240 17.73
2025-08-19 13F Delos Wealth Advisors, LLC 330 20
2025-07-03 13F Whitcomb & Hess, Inc. 40,244 0.56 2,407 1.22
2025-08-07 13F Howard Bailey Securities, Llc 0 -100.00 0
2025-08-05 13F Dunhill Financial, LLC 62 0.00 4 0.00
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-08-08 13F CWS Financial Advisors, LLC 16,040 65.00 959 66.20
2025-07-31 13F Topsail Wealth Management, LLC 33 0.00 2 0.00
2025-08-07 13F Parkside Financial Bank & Trust 536 0.00 32 3.23
2025-07-17 13F Paradigm Financial Partners, Llc 27,795 123.74 1,662 125.51
2025-08-05 13F Integrity Financial Corp /WA 820 0.00 49 2.08
2025-07-14 13F Brady Martz Wealth Solutions, LLC 283,187 106.52 16,937 107.94
2025-07-14 13F Pacifica Partners Inc. 1,330 0.00 79 0.00
2025-08-08 13F WASHINGTON TRUST Co 0 -100.00 0
2025-08-08 13F Avantax Advisory Services, Inc. 96,875 -8.13 5,794 -7.49
2025-05-09 13F Investment Counsel Co Of Nevada 0 -100.00 0
2025-08-14 13F Daiwa Securities Group Inc. 541 21.57 0
2025-08-01 13F Equita Financial Network, Inc. 0 -100.00 0
2025-08-12 13F Titleist Asset Management, Llc 5,547 6.80 332 7.47
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-08 13F Ironwood Investment Counsel, LLC 3,520 211
2025-07-17 13F Sfm, Llc 0 -100.00 0
2025-07-22 13F Inlight Wealth Management, LLC 2,974 41.69 178 42.74
2025-07-21 13F Financial Council Asset Management Inc 4,545 1.04 272 1.50
2025-07-30 13F Bogart Wealth, LLC 2,444 39.50 146 40.38
2025-07-24 13F Brandywine Oak Private Wealth Llc 1,002,142 1.25 59,938 1.95
2025-07-29 13F Kondo Wealth Advisors, Inc. 381,540 4.74 22,698 4.90
2025-08-14 13F Old Mission Capital Llc 0 -100.00 0
2025-07-30 13F/A Old Point Trust & Financial Services N A 25,021 76.02 1,497 77.25
2025-08-08 13F Mittelman Wealth Management 3,546 -21.43 212 -20.90
2025-07-17 13F Nova R Wealth, Inc. 315,241 2.13 18,855 2.84
2025-07-24 13F Bernard Wealth Management Corp. 0 -100.00 0
2025-08-07 13F Midland Wealth Advisors Llc 2,508,721 2.48 150,047 3.19
2025-07-15 13F Accurate Wealth Management, LLC 0 -100.00 0
2025-07-01 13F Burkett Financial Services, Llc 108,704 15.90 6,502 16.69
2025-07-18 13F Pure Financial Advisors, Inc. 30,915 97.05 1,849 98.60
2025-08-05 13F Hunter Associates Investment Management Llc 21,449 15.14 1 0.00
2025-07-28 13F Frazier Financial Advisors, LLC 9 1
2025-08-08 13F Larson Financial Group LLC 191 15.06 11 22.22
2025-07-08 13F Zrc Wealth Management, Llc 1,510 0.00 90 1.12
2025-08-13 13F United Wealth Management, LLC 337,201 -3.68 20,168 -3.01
2025-04-30 13F Ramiah Investment Group 16,201 33.05 962 33.24
2025-08-13 13F Russell Investments Group, Ltd. 0 -100.00 0
2025-08-14 13F Tennessee Valley Asset Management Partners 6,900 0.00 413 0.73
2025-08-08 13F Emerald Investment Partners, Llc 1,087 10.92 65 12.07
2025-07-18 13F Powers Advisory Group, LLC 9,136 50.04 546 51.25
2025-08-14 13F Cooperman Leon G 25,028 0.00 1,497 0.67
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 12,278 0.00 1
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 345,737 -10.13 20,679 -9.35
2025-08-13 13F Cambria Investment Management, L.P. 164,381 26.43 9,801 27.32
2025-07-30 13F Princeton Global Asset Management LLC 8,139 487
2025-07-02 13F Waller Financial Planning Group, Inc 4,708 -7.49 282 -6.95
2025-08-12 13F Power Wealth Management Llc 7,375 -0.95 441 -0.23
2025-08-14 13F Millennium Management Llc 3,564 213
2025-04-09 13F Roxbury Financial LLC 0 -100.00 0
2025-07-17 13F CogentBlue Wealth Advisors, LLC 151,121 17.80 9,039 18.61
2025-08-01 13F Bessemer Group Inc 1,029 0.00 0
2025-08-14 13F Ameriprise Financial Inc 7,543,279 83.50 451,113 84.73
2025-07-22 13F Old National Bancorp /in/ 1,469,685 342.94 87,902 346.02
2025-07-09 13F Pines Wealth Management, LLC 13,574 6.62 804 6.49
2025-08-12 13F MAI Capital Management 136,913 9.63 8,189 10.38
2025-07-23 13F BankPlus Trust Department 180 0.00 11 0.00
2025-08-12 13F BWM Planning, LLC 0 -100.00 0
2025-07-28 13F BRYN MAWR TRUST Co 32,456 -3.04 1,941 -2.36
2025-07-23 13F HMV Wealth Advisors, LLC 80,024 13.09 4,786 13.87
2025-08-04 13F Pensionmark Financial Group, Llc 31,687 -5.50 1,895 -4.82
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 5,327 -12.24 319 -11.67
2025-07-11 13F Essex Savings Bank 29,041 8.37 1,737 9.11
2025-07-18 13F First Pacific Financial 1,055 0.00 63 1.61
2025-07-31 13F BIP Wealth, LLC 10,925 21.27 653 22.06
2025-08-14 13F Federation des caisses Desjardins du Quebec 996 0.00 60 0.00
2025-08-14 13F Hurley Capital, LLC 129,331 2.97 7,735 3.69
2025-08-08 13F/A Ignite Planners, LLC 24,445 7.95 1,448 7.34
2025-08-01 13F FSA Advisors, Inc. 0 -100.00 0
2025-08-14 13F Diversify Advisory Services, LLC 22,791 47.72 1,359 47.13
2025-05-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-05-15 13F Oxford Financial Group Ltd 0 -100.00 0
2025-05-13 13F Adams Wealth Management 189,577 11,261
2025-05-05 13F Lindbrook Capital, Llc 90 5
2025-08-12 13F Mmbg Investment Advisors Co. 14,793 0.00 885 0.68
2025-08-13 13F Portland Global Advisors LLC 621,862 -0.68 37,194 0.00
2025-08-27 NP HCIIX - The Core Fixed Income Portfolio HC Strategic Shares 197,801 -67.85 11,830 -67.63
2025-07-28 13F Axxcess Wealth Management, Llc 6,135 367
2025-08-14 13F Qube Research & Technologies Ltd 224 -70.41 13 -70.45
2025-08-15 13F Alaethes Wealth LLC 556,268 6.03 33,270 6.76
2025-07-11 13F Walker Financial Services, Inc. 92,641 3.76 5,541 4.47
2025-08-14 13F Icon Wealth Advisors, LLC 10,695 0.00 640 0.63
2025-05-15 13F/A Orion Portfolio Solutions, LLC 47,200 4.88 2,804 7.39
2025-07-10 13F Focus Financial Network, Inc. 6,243 -1.16 373 -0.53
2025-05-16 13F Capital & Planning, Llc 0 -100.00 0
2025-07-21 13F Mechanics Financial Corp 34,254 20.32 2,049 21.11
2025-08-05 13F Marion Wealth Management 98,985 1.42 5,920 2.12
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares 42,980 -2.90 2,571 -2.24
2025-05-13 13F State of Tennessee, Treasury Department 0 -100.00 0
2025-05-13 13F Cascade Financial Partners, LLC 0 -100.00 0
2025-08-08 13F Tiff Advisory Services Inc 55,717 0.00 3,332 0.70
2025-07-22 13F MGO Private Wealth, LLC 25,575 -48.67 1,530 -48.33
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 85,408 138.43 5,108 140.15
2025-08-13 13F Schroder Investment Management Group 1,238,333 73,867
2025-08-14 13F Synovus Financial Corp 96,355 -0.14 5,764 0.58
2025-07-25 13F Transcendent Capital Group LLC 41,023 -0.33 2,454 0.37
2025-08-13 13F Capital Group Private Client Services, Inc. 50,420 0.00 3,016 0.70
2025-07-16 13F Paragon Capital Management Ltd 0 -100.00 0
2025-08-12 13F Nemes Rush Group LLC 514 703.12 31 900.00
2025-07-28 13F Morningstar Investment Management LLC 72,197 -40.64 4 -42.86
2025-07-08 13F Apella Capital, LLC 130,082 -19.38 7,697 -19.25
2025-07-16 13F Kathmere Capital Management, LLC 640,090 -2.53 38,284 -1.85
2025-07-22 13F Tandem Investment Partners LLC 43,050 8.96 2,575 9.72
2025-08-14 13F Syon Capital Llc 0 -100.00 0
2025-07-15 13F Foster Victor Wealth Advisors, LLC 63,600 0.11 3,773 1.23
2025-04-10 13F Bremer Bank National Association 181,149 0.00 10,760 2.42
2025-08-12 13F LPL Financial LLC 1,813,555 1.03 108,469 1.73
2025-08-14 13F Sand Hill Global Advisors, LLC 1,110,253 3.24 66,404 3.95
2025-07-14 13F Abacus Wealth Partners, LLC 17,319 -39.55 1,036 -39.15
2025-08-13 13F Jones Financial Companies Lllp 264,909 17.22 15,812 17.93
2025-08-15 13F CI Private Wealth, LLC 5,619,594 144.59 336,108 146.28
2025-08-14 13F Hrt Financial Lp 11,045 1
2025-07-10 13F Sovran Advisors, LLC 6,731 398
2025-08-12 13F Journey Strategic Wealth Llc 0 -100.00 0
2025-07-31 13F/A Avion Wealth 1,935 -1.98 0
2025-07-25 13F We Are One Seven, LLC 60,001 2.20 3,589 2.90
2025-08-15 13F Morgan Stanley 19,111,064 -20.14 1,143,033 -19.59
2025-08-12 13F YANKCOM Partnership 512 0.00 31 0.00
2025-08-13 13F Mount Yale Investment Advisors, LLC 105 6
2025-08-13 13F Rsm Us Wealth Management Llc 9,553 -11.33 571 -10.64
2025-04-28 13F Mainstream Capital Management LLC 0 -100.00 0
2025-07-23 13F REAP Financial Group, LLC 20,149 -11.00 1,205 -10.34
2025-08-13 13F EverSource Wealth Advisors, LLC 175,449 0.34 10,494 1.04
2025-08-06 13F ETF Store, Inc. 5,263 -0.66 315 0.00
2025-08-14 13F Bragg Financial Advisors, Inc 50,938 0.87 3,047 1.57
2025-08-14 13F Evercore Wealth Management, LLC 5,197 0.00 311 0.65
2025-08-11 13F Private Advisor Group, LLC 575,614 14.61 34,428 15.40
2025-07-15 13F Armis Advisers, LLC 9,975 -19.26 597 -18.69
2025-08-12 13F Cornerstone Wealth Management, LLC 12,131 -1.24 726 -0.55
2025-08-14 13F State Street Corp 4,450,000 -19.09 266,154 -18.53
2025-08-08 13F Altiora Financial Group, LLC 40,559 -0.73 2,426 -0.08
2025-08-13 13F Employees Retirement System of Texas 1,428 0.63
2025-07-11 13F First PREMIER Bank 526 -74.66 0
2025-07-18 13F RKL Wealth Management LLC 451,073 21.62 26,979 22.46
2025-08-14 13F Colony Group, LLC 8,459,588 4.72 505,968 5.45
2025-08-13 13F Maia Wealth LLC 3,678 220
2025-08-07 13F Midwest Trust Co 12,314 736
2025-07-31 13F LJI Wealth Management, LLC 41,361 1.52 2,474 2.19
2025-08-01 13F New York Life Investment Management Llc 471,782 -15.23 28,217 -14.64
2025-07-09 13F Seaside Wealth Management, Inc. 190,985 4.89 11,423 5.61
2025-07-31 13F Auour Investments LLC 71,990 -3.47 4,306 -3.73
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 5,724 12.50 342 13.25
2025-07-15 13F Tenon Financial LLC 11,120 0.00 665 0.76
2025-07-31 13F Cardinal Point Capital Management, ULC 923,716 1.81 55,247 2.51
2025-08-08 13F Smithfield Trust Co 38,118 5.14 2 0.00
2025-08-04 13F Family Wealth Group, LLC 0 -100.00 0
2025-04-22 13F Integrity Wealth Solutions LLC 0 -100.00 0
2025-08-15 13F Kestra Advisory Services, LLC 616,110 21.74 36,850 22.58
2025-07-30 13F Ethic Inc. 10,849 -62.13 647 -61.92
2025-07-21 13F Keb Asset Management, Llc 25,108 255.49 1,502 258.23
2025-07-28 13F IFG Advisors, LLC 3,528 -22.26 211 -21.93
2025-08-14 13F GWM Advisors LLC 129,303 169.98 7,734 171.91
2025-05-16 13F American Trust 0 -100.00 0 -100.00
2025-07-09 13F StrongBox Wealth, LLC 162,334 5.30 9,709 6.03
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 -100.00 0
2025-08-11 13F Dorsey & Whitney Trust CO LLC 51,834 -7.87 3,100 -7.24
2025-07-10 13F Signal Advisors Wealth, LLC 13,690 -0.03 819 0.62
2025-07-22 13F Simplicity Wealth,LLC 142,898 97.24 8,547 98.61
2025-08-11 13F Shufro Rose & Co Llc 76,614 -0.58 4,551 -0.59
2025-08-13 13F Beacon Pointe Advisors, LLC 14,696 -6.95 879 -6.40
2025-04-25 13F Stonebridge Financial Group, LLC 0 -100.00 0
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 0 -100.00 0
2025-08-13 13F Fortress Financial Solutions, LLC 7,095 93.59 424 95.39
2025-08-14 13F Wells Fargo & Company/mn 2,501,713 13.84 149,627 14.62
2025-07-30 13F Phillips Financial Management, Llc 43 0.00 3 0.00
2025-04-11 13F Permanent Capital Management, LP 1,015,724 -6.40 60,334 -4.14
2025-08-07 13F Fagan Associates, Inc. 26,335 -1.85 1,575 -1.13
2025-08-07 13F PFG Advisors 12,512 1.03 748 1.77
2025-07-21 13F Segment Wealth Management, LLC 92,256 -3.32 5,518 -2.66
2025-08-13 13F Virtus Fixed Income Advisers, LLC 15 1
2025-04-22 13F Tower View Investment Management & Research LLC 0 -100.00 0
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 1,517,236 38.00 90,746 38.95
2025-07-18 13F Forza Wealth Management, LLC 27,031 54.46 1,617 55.53
2025-07-11 13F Grove Bank & Trust 1,549 93
2025-08-15 13F Equitable Holdings, Inc. 28,607 20.71 1,711 21.54
2025-08-14 13F Diversify Wealth Management, Llc 45,223 -20.54 2,696 -20.85
2025-07-29 13F Flagstone Financial Management 9,579 0.00 573 0.70
2025-08-07 13F Fund Evaluation Group, LLC 8,863 530
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-07-31 13F Pacitti Group Inc. 100,323 7.28 6,000 8.03
2025-04-21 13F ORG Partners LLC 0 -100.00 0
2025-07-08 13F Parallel Advisors, LLC 6,665 0.00 399 0.76
2025-08-22 13F Carter Financial Group, INC. 13,185 227.09 789 210.24
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 47,496 -2.79 2,841 -2.14
2025-07-11 13F Pioneer Wealth Management Group 13,432 803
2025-08-26 NP Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares 85,675 10.35 5,124 11.13
2025-07-17 13F Catalytic Wealth RIA, LLC 7,025 -0.99 420 -0.24
2025-08-11 13F Kingdom Financial Group LLC. 0 -100.00 0
2025-07-18 13F PFG Investments, LLC 6,316 52.71 378 53.88
2025-08-04 13F Savvy Advisors, Inc. 12,748 -35.14 762 -34.70
2025-07-21 13F Successful Portfolios LLC 4,824 26.15 289 26.87
2025-08-27 NP HCASX - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares 529,092 13.75 31,645 14.54
2025-07-30 13F LifeWealth Investments, LLC 0 -100.00 0
2025-08-12 13F Change Path, LLC 53,075 23.64 3,174 24.52
2025-08-08 13F Financial Gravity Companies, Inc. 591 -16.99 35 -14.63
2025-04-18 13F Global Trust Asset Management, LLC 0 -100.00 0
2025-07-30 13F Whittier Trust Co 22,778 0.00 1,362 0.67
2025-08-07 13F Resources Investment Advisors, LLC. 45,750 -20.79 2,736 -20.23
2025-08-06 13F Longview Financial Advisors LLC 244,122 -0.48 14,601 0.20
2025-07-23 13F Godsey & Gibb Associates 0 -100.00 0
2025-07-30 13F Cullen/frost Bankers, Inc. 3,256 0.03 195 0.52
2025-08-05 13F Astra Wealth Partners LLC 4,175 0.00 250 0.81
2025-08-08 13F Evolution Wealth Advisors, LLC 10,449 0.00 625 0.65
2025-04-11 13F LifeGuide Financial Advisors, LLC 0 -100.00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 174 0.00 10 0.00
2025-08-27 13F/A Brinker Capital Investments, LLC 46,995 -0.43 2,811 0.25
2025-08-08 13F Foundations Investment Advisors, LLC 391,952 1.78 23,443 2.48
2025-07-10 13F Voisard Asset Management Group, Inc. 8,324 29.68 498 30.45
2025-07-21 13F 25 Llc 303,974 14.00 18,181 14.78
2025-07-11 13F Compass Ion Advisors, LLC 23,161 61.05 1,385 62.18
2025-07-11 13F Farther Finance Advisors, LLC 285,416 -14.52 17,071 -13.83
2025-08-07 13F Vise Technologies, Inc. 390,381 32.93 23,349 37.08
2025-07-22 13F Iron Horse Wealth Management, LLC 901 0.00 54 0.00
2025-08-15 13F Cooksen Wealth, LLC 0 -100.00 0
2025-07-24 13F Wealth Management Resources, Inc. 4,510 12.47 270 13.03
2025-07-18 13F Trust Co Of Vermont 1,845 81.59 110 83.33
2025-07-29 13F Disciplined Investments, LLC 6,902 0.48 413 0.98
2025-08-07 13F Addison Advisors LLC 285,002 -2.74 17,046 -2.07
2025-05-15 13F Dai-ichi Life Holdings, Inc. 0 -100.00 0
2025-07-17 13F Greenleaf Trust 5,214 312
2025-08-12 13F O'shaughnessy Asset Management, Llc 167 -62.30 10 -65.38
2025-08-06 13F New Millennium Group LLC 9 -93.18 1 -100.00
2025-08-14 13F Headlands Technologies LLC 251 15
2025-08-21 13F Clarion Wealth Managment Partners, LLC 17,509 1,047
2025-07-30 13F Exencial Wealth Advisors, Llc 5,514 -44.95 330 -44.61
2025-08-07 13F David R. Rahn & Associates Inc. 0 -100.00 0
2025-07-17 13F Hanson & Doremus Investment Management 942,520 3.88 56 5.66
2025-08-13 13F Manning & Napier Advisors Llc 4,287 256
2025-08-11 13F Citigroup Inc 850,071 23.73 50,843 24.59
2025-08-12 13F Minot DeBlois Advisors LLC 88,054 -3.96 5,267 -3.29
2025-08-01 13F James Investment Research Inc 56,067 -3.47 3,353 -2.81
2025-08-12 13F Team Hewins, LLC 17,290 24.84 1,034 25.79
2025-08-12 13F Steward Partners Investment Advisory, Llc 117,906 -6.44 7,052 -5.80
2025-07-31 13F 3EDGE Asset Management, LP 330,589 -13.05 19,721 -12.53
2025-08-14 13F Moneta Group Investment Advisors Llc 5,853 18.53 350 19.45
2025-08-08 13F IMA Wealth, Inc. 0 -100.00 0
2025-08-13 13F Renaissance Technologies Llc 144,500 8,643
2025-08-14 13F Wetherby Asset Management Inc 4,360 12.55 261 16.07
2025-08-14 13F McIlrath & Eck, LLC 282 0.00 17 0.00
2025-08-13 13F Ark & Tlk Investments, Llc 4,206 0.00 252 0.80
2025-08-13 13F Capital Analysts, Inc. 1,407 -2.97 0
2025-05-08 13F Endeavor Private Wealth, Inc. 0 -100.00 0
2025-08-11 13F HighTower Advisors, LLC 2,586,212 0.78 154,681 1.47
2025-07-31 13F AlTi Global, Inc. 74,009 2.49 4,407 2.75
2025-08-12 13F Coston, McIsaac & Partners 3,081 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 210,420 -11.25 12,467 -11.47
2025-08-14 13F Waterway Wealth Management, LLC 0 -100.00 0
2025-08-12 13F Wood Tarver Financial Group, LLC 233 0.00 0 -100.00
2025-08-01 13F Bank of Jackson Hole Trust 1,633 46.06 98 46.97
2025-08-06 13F Soltis Investment Advisors LLC 0 -100.00 0
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 1,119,200 3.34 66,581 3.62
2025-08-01 13F Providence First Trust Co 162,107 -0.09 9,696 0.60
2025-07-25 13F RoundAngle Advisors LLC 68,121 -4.39 4,074 -3.73
2025-08-12 13F Coldstream Capital Management Inc 726,377 837.30 43,445 843.82
2025-07-15 13F Axis Wealth Partners, LLC 10,585 15.14 633 15.93
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 0 -100.00 0
2025-04-15 13F Transform Wealth, LLC 45,195 -22.52 2,685 -20.66
2025-08-04 13F Assetmark, Inc 604,184 259.80 36,136 262.30
2025-08-14 13F Hara Capital LLC 108,884 -0.37 6,512 0.32
2025-08-15 13F/A Rakuten Securities, Inc. 101 4,950.00 6
2025-08-07 13F Winch Advisory Services, LLC 14,481 0.98 866 1.76
2025-03-12 13F/A Private Capital Management Llc 0 -100.00 0 -100.00
2025-07-23 13F Roundview Capital LLC 486,036 0.45 29,070 1.14
2025-08-06 13F Prospera Financial Services Inc 20,039 1.61 1,199 2.31
2025-08-13 13F Dynamic Wealth Strategies, LLC 105,990 61.51 6,339 62.62
2025-05-02 13F Cable Hill Partners, LLC 596,112 5.43 35,749 9.01
2025-08-18 13F Geneos Wealth Management Inc. 611 -46.02 37 -46.27
2025-07-30 13F Capital Investment Services of America, Inc. 262,143 0.15 15,679 0.84
2025-08-06 13F OneAscent Family Office, LLC 30,930 29.65 2 0.00
2025-08-14 13F Benjamin Edwards Inc 77,446 -2.79 4,632 -2.11
2025-04-17 13F Montecito Bank & Trust 66,623 6.69 3,957 9.28
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-08-11 13F Birchbrook, Inc. 589,975 -5.15 35,286 -4.49
2025-08-14 13F Warren Averett Asset Management, LLC 5,669 -9.63 339 -8.87
2025-08-14 13F Great Valley Advisor Group, Inc. 12,710 -8.28 760 -7.65
2025-08-14 13F Aqr Capital Management Llc 157,735 9.32 9,434 10.08
2025-05-13 13F GKV Capital Management Co., Inc. 65,624 3,898
2025-08-18 13F/A Kestra Investment Management, LLC 329,758 19,723
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 -100.00 0
2025-07-03 13F McLean Asset Management Corp 6,237 -0.45 371 -0.27
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 912 -9.25 54 -6.90
2025-08-14 13F Bank Of America Corp /de/ 46,110,946 1.10 2,757,896 1.80
2025-07-09 13F Parkside Advisors LLC 25,325 0.44 1,515 1.14
2025-08-12 13F Proequities, Inc. 0 0
2025-08-07 13F CENTRAL TRUST Co 1,775 17.78 106 19.10
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100.00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 30,939 -31.47 1,850 -31.00
2025-07-14 13F Buska Wealth Management, LLC 171,737 27.26 10,272 28.15
2025-07-28 13F Courier Capital Llc 3,670 -7.09 219 -6.41
2025-07-17 13F Blossom Wealth Management 17,204 13.73 1,029 14.48
2025-08-13 13F Boston Family Office Llc 5,742 -39.94 0
2025-08-27 13F Seneca Financial Advisors LLC 0 -100.00 0 -100.00
2025-07-21 13F Cape Cod Five Cents Savings Bank 445,355 0.00 26,908 -54.55
2025-06-27 NP GAA - Cambria Global Asset Allocation ETF 17,441 0.00 1,046 2.75
2025-08-11 13F Vanguard Group Inc 619,131 6.34 37,030 7.08
2025-08-14 13F Hilltop Holdings Inc. 0 -100.00 0
2025-04-23 13F Crewe Advisors LLC 0 -100.00 0
2025-08-07 13F Tillman Hartley LLC 122,064 -24.21 7,301 -23.70
2025-05-08 13F Tiaa Trust, National Association 0 -100.00 0
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 32,503 -7.37 1,944 -6.72
2025-07-14 13F Armstrong Advisory Group, Inc 18,035 89.60 1,079 95.64
2025-08-06 13F AE Wealth Management LLC 81,169 -86.02 4,855 -85.92
2025-08-13 13F Sun Life Financial Inc 175,700 11
2025-08-14 13F Certified Advisory Corp 5,430 325
2025-07-16 13F Northern Oak Wealth Management Inc 374,141 -5.50 22,377 -4.84
2025-07-31 13F Quest Partners LLC 98,111 5,868
2025-07-25 13F Iron Financial, LLC 47,985 -8.96 2,870 -8.34
2025-07-31 13F Kathleen S. Wright Associates Inc. 2,000 0.00 120 0.85
2025-08-14 13F Coyle Financial Counsel LLC 3,507 210
2025-08-14 13F/A Skopos Labs, Inc. 1,635 98
2025-07-22 13F Global Assets Advisory, LLC 5,290 -66.67 315 -66.60
2025-08-07 13F Montag A & Associates Inc 303,951 22.16 18,179 23.01
2025-08-12 13F Ameritas Investment Partners, Inc. 2,500 0.00 150 0.68
2025-08-12 13F OneAscent Financial Services LLC 405,381 29.57 24 33.33
2025-08-14 13F Susquehanna International Group, Llp Call 10,700 30.49 640 31.21
2025-08-04 13F Atria Investments Llc 299,105 21.29 17,889 22.13
2025-08-13 13F Cerity Partners LLC 3,825,863 51.40 228,825 52.44
2025-07-31 13F Glass Jacobson Investment Advisors llc 32,031 18.76 1,916 22.44
2025-08-26 NP EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA 2,050,000 -21.15 122,610 -20.61
2025-08-12 13F Gladstone Institutional Advisory LLC 10,957 8.59 655 9.35
2025-08-14 13F Beaird Harris Wealth Management, LLC 1,238 -74.09 74 -73.85
2025-07-23 13F Laraway Financial Inc 12,692 -6.28 759 -5.60
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 2,676 0.00 160 1.27
2025-07-15 13F Alhambra Investment Partners LLC 59,485 4.05 3,558 4.77
2025-08-08 13F Capital Investment Advisory Services, LLC 1,015 -76.17 61 -76.19
2025-08-11 13F Independent Advisor Alliance 57,021 4.38 3,410 5.12
2025-07-30 13F Fairway Wealth LLC 0 -100.00 0
2025-07-31 13F GLOBALT Investments LLC / GA 552,994 -3.19 33,075 -2.52
2025-08-05 13F Crestwood Advisors Group LLC 9,833 0.78 588 1.55
2025-07-21 13F Zwj Investment Counsel Inc 11,504 -9.07 688 -8.39
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 79,228 11.36 4,739 12.12
2025-08-08 13F Cetera Investment Advisers 1,343,649 2.98 80,364 3.69
2025-08-26 NP Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares 111,533 2.39 6,671 3.09
2025-07-17 13F Genesis Private Wealth, Llc 59,958 0.16 3,586 0.84
2025-08-05 13F Texas Bank & Trust Co 4,258 -10.45 255 -9.93
2025-08-11 13F Alps Advisors Inc 135,852 35.29 8,125 36.23
2025-08-15 13F Provenance Wealth Advisors, LLC 0 -100.00 0
2025-08-15 13F Fft Wealth Management Llc 0 -100.00 0
2025-07-28 13F Kiker Wealth Management, LLC 0 -100.00 0
2025-08-11 13F Anderson Financial Strategies, LLC 0 -100.00 0
2025-07-31 13F Future You Wealth Llc 11,341 678
2025-07-10 13F Secure Asset Management, LLC 433,214 12.44 25,911 13.21
2025-07-22 13F Valeo Financial Advisors, LLC 1,521,284 2.29 90,987 2.99
2025-07-23 13F Valmark Advisers, Inc. 2,888,571 3.83 172,765 4.55
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-05-15 13F Perennial Investment Advisors, LLC 0 -100.00 0
2025-07-30 13F Jackson Thornton Asset Management, Llc 573,230 2.39 33,884 2.08
2025-07-17 13F Beacon Capital Management, LLC 407 0.99 24 4.35
2025-08-01 13F Alexander Labrunerie & Co., Inc. 62,778 -1.40 3,755 -0.71
2025-07-09 13F LifePlan Financial, LLC 69,920 -1.37 4,182 -0.69
2025-08-05 13F NewSquare Capital LLC 348 21
2025-07-14 13F E&G Advisors, LP 22,505 0.00 1,346 0.75
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1,472 88
2025-05-15 13F Amussen Hunsaker Associates Llc 0 -100.00 0
2025-08-14 13F Vernal Point Advisors, LLC 206,917 12.73 12,376 13.51
2025-07-29 13F Calamos Wealth Management LLC 8,310 18.66 497 19.76
2025-08-04 13F Capital Performance Advisors Llp 44,858 0.10 2,683 0.79
2025-08-14 13F Comerica Bank 101,189 -70.01 6,052 -69.80
2025-04-25 13F Root Financial Partners, LLC 0 -100.00 0
2025-07-30 13F Pacific Wealth Management 6,652 398
2025-07-07 13F Investors Research Corp 37 0.00 2 0.00
2025-07-29 13F Latitude Advisors, LLC 4,028 -15.45 241 -14.89
2025-07-17 13F Johnson Bixby & Associates, LLC 4,410 264
2025-07-29 13F Regions Financial Corp 91,962 1.78 5,500 2.48
2025-07-14 13F Golden State Equity Partners 0 -100.00 0
2025-07-18 13F Truist Financial Corp 1,026,698 2.56 61,407 3.27
2025-04-28 13F Strategic Financial Concepts, LLC 0 -100.00 0 -100.00
2025-07-14 13F Financial Advisory Partners, Llc 197,071 65.85 11,787 66.99
2025-07-08 13F Webster Bank, N. A. 1,049 0.00 63 0.00
2025-08-12 13F OneAscent Investment Solutions LLC 257,255 4.86 15 7.14
2025-07-17 13F Gleason Group, Inc. 405,898 24,277
2025-08-12 13F Hanover Advisors Inc 17,370 99.95 1,039 101.16
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 8,798 -50.31 526 -49.95
2025-08-12 13F Jpmorgan Chase & Co 74,285,932 -4.10 4,443,042 -3.43
2025-08-04 13F Quaker Wealth Management, LLC 240 14
2025-08-13 13F Willis Johnson & Associates, Inc. 3,517 210
2025-08-13 13F GeoWealth Management, LLC 8,728 -65.92 522 -65.68
2025-07-31 13F Briaud Financial Planning, Inc 794 0.00 0
2025-07-17 13F Stephens Group Asset Management, Llc 14,304 0.03 856 0.71
2025-08-12 13F Ameraudi Asset Management, Inc. 14,103 -7.62 844 -6.95
2025-08-13 13F SCS Capital Management LLC 10,545,183 -1.68 630,707 -1.00
2025-08-13 13F Baird Financial Group, Inc. 413,843 8.25 24,752 8.99
2025-07-14 13F AdvisorNet Financial, Inc 93,959 12.49 5,620 13.26
2025-08-12 13F Archer Investment Corp 0 -100.00 0
2025-07-28 13F Holistic Planning, LLC 13,299 1.78 795 2.45
2025-08-14 13F Summit Trail Advisors, Llc 1,334,517 -28.23 79,817 -27.73
2025-08-11 13F Alteri Wealth LLC 10,849 1.74 649 2.37
2025-08-14 13F PYA Waltman Capital, LLC 66,227 -2.08 3,961 -1.39
2025-08-14 13F Sentinus, LLC 13,135 -36.57 786 -36.13
2025-08-19 13F Anchor Investment Management, LLC 334 0.00 20 0.00
2025-07-29 13F Chicago Partners Investment Group LLC 7,161 -9.01 425 -9.21
2025-07-23 13F Pure Portfolios Holdings Llc 3,682 0.77 220 1.38
2025-08-12 13F Franklin Resources Inc 76,480 2.51 4,574 3.23
2025-07-07 13F Bangor Savings Bank 1,805,531 3.10 107,989 3.82
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 331,469 5.86 20 5.56
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13,676 -0.02 818 0.62
2025-08-14 13F Hilton Capital Management, LLC 0 -100.00 0
2025-08-14 13F Vista Capital Partners, Inc. 7,798 33.46 466 34.29
2025-07-08 13F Lowe Wealth Advisors, LLC 708 -4.58 42 -4.55
2025-04-11 13F First Affirmative Financial Network 163,200 2.02 9,694 4.49
2025-04-23 13F Security National Bank 0 -100.00 0
2025-07-25 13F RHS Financial, LLC 39,673 998.06 2,373 1,008.41
2025-05-08 13F Federated Hermes, Inc. 0 -100.00 0
2025-08-12 13F TCTC Holdings, LLC 1,955 117
2025-08-12 13F Cravens & Co Advisors, LLC 155,123 -0.98 9,278 -0.30
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio 75,809 -4.56 4,534 -3.90
2025-07-17 13F Sound Income Strategies, LLC 1,350 -18.97 81 -18.37
2025-08-14 13F Connecticut Wealth Management, LLC 12,758 -32.48 763 -32.00
2025-07-30 13F Caliber Wealth Management, LLC / KS 0 -100.00 0
2025-07-15 13F Retireful, LLC 44,750 2,676
2025-07-17 13F Dopkins Wealth Management, Llc 78,501 19.60 4,695 20.45
2025-07-25 13F PrairieView Partners, LLC 757,870 2.07 45 2.27
2025-07-18 13F Bridge Generations Wealth Management Llc 3,144 188
2025-08-14 13F Raymond James Financial Inc 2,404,847 8.18 143,834 8.92
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 50,091 15.57 2,996 16.36
2025-08-13 13F Flow Traders U.s. Llc 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 521,867 -1.62 31,213 -0.94
2025-07-14 13F Acropolis Investment Management, LLC 63,558 2.38 3,801 3.09
2025-08-06 13F Souders Financial Advisors 169,160 6.62 10,117 7.35
2025-07-31 13F Brighton Jones Llc 0 -100.00 0
2025-08-13 13F Meridian Wealth Partners, LLC 4,325 0.58 259 1.18
2025-07-09 13F Divergent Planning, LLC 162,334 9,709
2025-07-30 13F Wbh Advisory Inc 336,558 20.25 20,130 21.08
2025-08-13 13F Northern Trust Corp 58,511 6.52 3,500 7.27
2025-07-09 13F Emprise Bank 470,060 2.70 28,114 3.41
2025-08-06 13F True Wealth Design, LLC 576 65.52 34 70.00
2025-08-14 13F Hancock Whitney Corp 57,073 -5.10 3,414 -4.45
2025-07-16 13F Dakota Wealth Management 252,094 28.00 15,078 28.89
2025-07-21 13F Barrett & Company, Inc. 147 0.00 9 0.00
2025-07-31 13F Whipplewood Advisors, LLC 0 -100.00 0
2025-07-29 13F Angeles Wealth Management, Llc 2,671 160
2025-08-11 13F Lcnb Corp 21,386 0.28 1,279 1.03
2025-08-13 13F Natixis Advisors, L.p. 17,614 5.96 1
2025-08-11 13F Lowe Brockenbrough & Co Inc 197,329 7.77 11,802 8.51
2025-07-31 13F City State Bank 58 0.00 3 0.00
2025-05-06 13F Lifeworks Advisors, LLC 0 -100.00 0 -100.00
2025-08-14 13F Transamerica Financial Advisors, Inc. 23 -4.17 1
2025-08-15 13F North Ridge Wealth Advisors, Inc. 220,167 5.68 13,168 6.42
2025-05-15 13F BTG Pactual Asset Management US LLC 0 -100.00 0
2025-07-01 13F Harbor Investment Advisory, Llc 223 0.00 13 0.00
2025-07-29 13F Private Wealth Management Group, LLC 340,837 2.72 20,385 3.43
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 898 -99.90 0 -100.00
2025-07-29 13F Mattson Financial Services, LLC 0 -100.00 0
2025-08-06 13F Middleton & Co Inc/ma 121,195 14.83 7,249 15.62
2025-07-17 13F Oakworth Capital, Inc. 636,331 5.57 38,059 6.30
2025-08-14 13F BancorpSouth Bank 5,475 2.22 327 2.83
2025-04-17 13F AA Financial Advisors, LLC 0 -100.00 0
2025-07-11 13F Thomasville National Bank 10,358 0.00 620 0.65
2025-07-23 13F Traphagen Investment Advisors Llc 445,741 -19.97 26,660 -19.42
2025-08-12 13F South Plains Financial, Inc. 33,814 8.13 2,022 8.89
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 21,712 221.18 1,299 223.69
2025-07-16 13F Newton One Investments LLC 28 2
2025-07-21 13F Ashton Thomas Securities, Llc 44 0.00 3 0.00
2025-08-13 13F Baker Avenue Asset Management, LP 4,253 0.45 254 1.20
2025-07-22 13F Iowa State Bank 5,271 0.00 315 0.64
2025-08-07 13F Allworth Financial LP 168,443 -45.92 10,075 -45.50
2025-08-15 13F First Heartland Consultants, Inc. 10,864 650
2025-07-25 13F Wells Financial Advisors INC 26,934 -9.09 1,611 -8.47
2025-07-29 13F Stableford Capital Ii Llc 86,507 -2.05 5,133 -1.97
2025-08-05 13F Key FInancial Inc 39 0.00 2 0.00
2025-07-21 13F River Street Advisors LLC 12,638 196.39 756 198.42
2025-07-22 13F Peoples Bank /oh 102,861 17.32 6,152 18.15
2025-07-09 13F Procyon Private Wealth Partners, LLC 4,028 241
2025-07-25 13F Concord Asset Management, LLC/VA 10,192 610
2025-07-18 13F Parsons Capital Management Inc/ri 7,325 0.98 438 1.86
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 3,757,356 24.15 224,575 24.93
2025-07-22 13F Checchi Capital Advisers, LLC 78,727 -12.28 4,709 -11.67
2025-08-14 13F Partners Capital Investment Group, Llp 344,943 -46.73 20,631 -46.36
2025-08-06 13F Adviser Investments LLC 693,774 -85.80 41,495 -85.70
2025-07-01 13F Stonehearth Capital Management, LLC 36,140 -24.14 2,162 -23.61
2025-08-12 13F Global Retirement Partners, LLC 2,923 -36.58 175 -34.83
2025-08-12 13F Edmond De Rothschild Holding S.a. 1,253 0.00 75 0.00
2025-07-25 13F Ackerman Capital Advisors, LLC 95,002 5.01 5,682 5.73
2025-07-09 13F Christopher J. Hasenberg, Inc 22,694 1,357
2025-07-29 13F Stratos Wealth Advisors, LLC 386,947 55.14 23,143 56.22
2025-07-31 13F BIP Alliance, LLC 40,425 -1.00 2,418 -0.33
2025-08-14 13F Citadel Advisors Llc 141,031 214.16 8,435 216.39
2025-08-14 13F Citadel Advisors Llc Put 9,400 -31.39 562 -30.87
2025-07-17 13F Moss Adams Wealth Advisors LLC 14,723 31.62 881 32.53
2025-08-14 13F Mariner, LLC 435,069 0.46 26,021 1.15
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 99,631 -8.49 5,959 -7.87
2025-08-04 13F Roble, Belko & Company, Inc 260,931 -7.62 16 -6.25
2025-04-30 13F Sofos Investments, Inc. 599 -51.30 36 -50.70
2025-08-12 13F Gitterman Wealth Management, LLC 1,385,699 1.12 82,879 1.82
2025-08-14 13F Atomi Financial Group, Inc. 17,174 -9.64 1,027 -9.03
2025-05-27 NP TINIX - AXS Tactical Income Fund Class I Shares 25,740 1,529
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 39,290 13.21 2,347 13.88
2025-08-05 13F Verity Asset Management, Inc. 21,342 -0.17 1,276 0.55
2025-07-21 13F Crews Bank & Trust 4,168 0.00 249 0.81
2025-08-25 NP BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 54,486 -2.33 3,259 -1.66
2025-07-09 13F Fermata Advisors, LLC 92,631 3.38 5,540 4.10
2025-07-23 13F Meitav Dash Investments Ltd 9,333 8.40 558 9.00
2025-08-25 NP IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 25,438 0.65 1,521 1.33
2025-04-15 13F Wealthcare Capital Management Llc 0 -100.00 0
2025-07-10 13F Wedmont Private Capital 67,162 5.50 3,984 6.70
2025-04-18 13F Creative Capital Management Investments LLC 0 -100.00 0
2025-06-27 NP DSCF - Discipline Fund ETF 232,183 7.88 13,924 10.92
2025-08-13 13F My Purposeful Wealth Corp. 6,272 -2.58 375 -2.09
2025-08-14 13F Vident Advisory, LLC 467,469 -21.00 27,959 -20.46
2025-08-01 13F Zhang Financial LLC 10,709 -0.06 641 0.63
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-07-29 13F Semitam Bonam Llc 3,519 210
2025-07-11 13F Pinnacle Bancorp, Inc. 30,106 16.32 1,801 17.11
2025-08-12 13F CIBC Private Wealth Group, LLC 2,580 6.39 154 7.69
2025-08-13 13F Cliffwater LLC 710,087 -7.52 42,470 -6.88
2025-07-24 13F Forefront Analytics, LLC 42,636 2,550
2025-08-14 13F Fiduciary Trust Co 26,688 28.40 1,596 29.34
2025-07-08 13F Peirce Capital Management, LLC 227,976 -4.42 13,635 -3.76
2025-07-11 13F Cypress Financial Planning Llc 432,502 6.19 25,868 6.91
2025-08-13 13F Cresset Asset Management, LLC 13,723 96.44 821 98.07
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 224,500 4.15 13,335 111,025.00
2025-07-24 13F Capital Advisors, Ltd. LLC 144 0
2025-08-01 13F SwitchPoint Financial Planning, LLC 4,204 0.69 251 1.62
2025-07-17 13F Janney Montgomery Scott LLC 111,997 0.41 7 0.00
2025-08-08 13F Thrive Capital Management, LLC 40,911 2,447
2025-08-08 13F W.H. Cornerstone Investments Inc. 11,796 0.02 706 0.71
2025-07-18 13F BSW Wealth Partners 500,547 7.91 29,938 8.65
2025-08-11 13F Strategic Wealth Partners, Ltd. 22 1
2025-04-14 13F Greenspring Advisors, LLC 9,930 150.06 590 156.09
2025-07-18 13F Rogco, Lp 156,371 15.96 9,353 16.75
2025-07-07 13F OMNI 360 Wealth, Inc. 100,392 -3.95 6,004 -3.29
2025-07-30 13F First Interstate Bank 1,642,627 0.82 98,246 1.52
2025-07-14 13F Abound Wealth Management 179 16.99 11 11.11
2025-07-17 13F Wolff Wiese Magana Llc 99 0.00 6 0.00
2025-07-08 13F Nbc Securities, Inc. 6,205 59.51 0
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 5,750,203 5,835.26 97 -98.33
2025-05-19 13F/A Jane Street Group, Llc 0 -100.00 0 -100.00
2025-08-14 13F Betterment LLC 49,877 29.00 3 0.00
2025-05-14 13F Hill Investment Group Partners, LLC 0 -100.00 0
2025-07-28 13F Arlington Financial Advisors, LLC 5,454 0.48 326 1.24
2025-08-14 13F Cove Street Capital, LLC 5,000 299
2025-07-22 13F Belpointe Asset Management LLC 27,184 68.09 1,626 69.27
2025-07-07 13F Trust Co 9,150 -0.01 547 0.74
2025-08-06 13F Raelipskie Partnership 1,850 111
2025-07-25 13F Sequoia Financial Advisors, LLC 17,443 -8.36 1,043 -7.70
2025-08-06 13F Golden State Wealth Management, LLC 1,425 -48.57 85 -48.17
2025-08-11 13F Hexagon Capital Partners LLC 81,524 8.10 4,876 8.84
2025-06-20 NP ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF 8,775 -92.84 526 -92.70
2025-06-24 NP MBNAX - MainStay Balanced Fund Class A 223,613 208.53 13,410 217.25
2025-08-08 13F Nixon Peabody Trust Co 26,667 -26.76 1,595 -26.27
2025-08-08 13F Bailard, Inc. 9,460 -13.61 566 -13.08
2025-07-11 13F Rockwood Wealth Management, LLC 14,690 18.47 879 19.29
2025-07-23 13F High Note Wealth, LLC 741 -14.14 44 -13.73
2025-08-26 NP EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 2,400,000 -17.24 143,544 -16.67
2025-04-29 13F One Day In July LLC 0 -100.00 0 -100.00
2025-07-22 13F Olistico Wealth, LLC 163 10
2025-08-05 13F EPG Wealth Management LLC 0 -100.00 0
2025-08-04 13F IFG Advisory, LLC 5,852 -86.12 350 -86.03
2025-08-13 13F Lauer Wealth, LLC 102,638 0.84 6,117 0.46
2025-07-10 13F Tompkins Financial Corp 0 -100.00 0
2025-08-06 13F Harvest Portfolios Group Inc. 107,616 5.84 6,437 6.57
2025-07-16 13F Squire Investment Management Company, LLC 166,316 1.59 9,947 2.29
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 16,802 0.00 1,005 0.60
2025-08-12 13F Howe & Rusling Inc 146,598 8,768
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0
2025-07-08 13F Silverleafe Capital Partners, LLC 105,217 -1.57 6,293 -0.88
2025-08-13 13F SMART Wealth LLC 108,282 56.63 6,476 57.72
2025-07-07 13F Schulz Wealth, LTD. 16,307 26.54 975 27.45
2025-07-24 13F Ronald Blue Trust, Inc. 6,501,658 14.02 388,864 14.81
2025-08-13 13F Brown Advisory Inc 110,170 20.94 6,589 21.77
2025-07-18 13F Heritage Financial Services, LLC 4,225,407 -0.14 252,722 0.55
2025-08-12 13F New Republic Capital, LLC 0 -100.00 0
2025-07-25 13F Apollon Wealth Management, LLC 136,979 12.88 8,193 13.65
2025-07-16 13F Perigon Wealth Management, LLC 14,700 -7.44 879 -6.79
2025-08-26 13F/A Thrivent Financial For Lutherans 51,533 -85.33 3 -85.00
2025-05-14 13F Guidance Point Advisors, LLC 0 -100.00 0
2025-08-11 13F Cornerstone Planning Group LLC 0 -100.00 0
2025-08-25 NP CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I 19,278 -0.41 1,153 0.35
2025-08-12 13F Argent Trust Co 9,258 9.15 554 9.94
2025-05-09 13F Wade Financial Advisory, Inc 283,598 0.98 16,846 3.42
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100.00 0 -100.00
2025-08-14 13F Capital Planning Advisors, LLC 4,710 0.00 282 0.72
2025-08-27 NP HCUSX - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares 3,187,898 -56.98 190,668 -56.68
2025-07-14 13F Iams Wealth Management, Llc 9,754 583
2025-08-11 13F Aptus Capital Advisors, LLC 4,235 -32.13 253 -31.62
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 561,111 -1.60 33,560 -0.92
2025-07-24 13F Baldwin Brothers Inc/ma 233,514 1.86 13,966 2.56
2025-07-15 13F Ballentine Partners, LLC 39,349 -7.22 2,353 -6.59
2025-08-14 13F Two Sigma Securities, Llc 39,140 26.38 2,341 27.24
2025-05-15 13F Proquility Private Wealth Partners, LLC 0 -100.00 0
2025-08-12 13F Boreal Capital Management LLC 0 5
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 41,373 0.69 2,475 1.39
2025-07-29 13F Aspiriant, Llc 6,907 -23.73 413 -23.09
2025-08-11 13F AXS Investments LLC 0 -100.00 0
2025-08-13 13F Fisher Asset Management, LLC 4,128,831 -32.34 246,945 -31.87
2025-07-22 13F IVC Wealth Advisors LLC 5,331 -12.20 319 -11.67
2025-08-12 13F J.w. Cole Advisors, Inc. 23,085 3.36 1,381 4.07
2025-07-29 13F Private Trust Co Na 6,264 37.85 375 39.03
2025-07-24 13F Brucke Financial, Inc. 99,041 5.21 5,924 4.92
2025-08-14 13F Smartleaf Asset Management LLC 13,336 -6.68 795 -6.14
2025-08-11 13F Principal Securities, Inc. 83,809 4.96 5,013 8.23
2025-08-14 13F First Manhattan Co 21,753 145.82 1,301 147.81
2025-08-04 13F Kovack Advisors, Inc. 31,692 -0.97 1,895 -0.26
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 380,159 -16.98 22,737 -16.41
2025-08-11 13F Core Wealth Partners LLC 13,977 -9.70 836 -9.14
2025-08-11 13F NewEdge Wealth, LLC 101,403 9.57 6,054 10.11
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 0 -100.00 0
2025-07-29 13F Mb, Levis & Associates, Llc 134 1.52 8 14.29
2025-08-14 13F Riggs Asset Managment Co. Inc. 95 -9.52 6 -16.67
2025-08-14 13F MidWestOne Financial Group, Inc. 28,534 45.10 1,707 46.06
2025-08-01 13F Rossby Financial, LCC 751 13.79 45 12.82
2025-08-11 13F Empowered Funds, LLC 237,361 6.61 14,152 7.36
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 5,702 0.69 341 1.49
2025-08-14 13F Glen Eagle Advisors, LLC 1,406 0.00 84 1.20
2025-08-14 13F Fmr Llc 6,053,320 -36.77 362,049 -36.33
2025-04-23 13F Financial Life Planners 0 -100.00 0
2025-04-30 13F Banque Pictet & Cie Sa 0 -100.00 0
2025-08-07 13F Nwam Llc 24,295 20.33 1,442 20.18
2025-07-16 13F Cahaba Wealth Management, Inc. 5,867 351
2025-05-14 13F Orion Capital Management LLC 0 -100.00 0
2025-07-24 13F Us Bancorp \de\ 15,392 98.66 921 100.00
2025-07-16 13F Signaturefd, Llc 2,801 8.27 168 9.15
2025-07-30 13F Rehmann Capital Advisory Group 3,700 0.00 221 0.91
2025-07-28 13F Delap Wealth Advisory, Llc 181,686 10.22 10,867 10.98
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 269 16
2025-04-29 13F Whelan Financial 0 -100.00 0
2025-08-12 13F BlackRock, Inc. 2,939 18.70 176 19.05
2025-08-01 13F JDH Wealth Management, LLC 63,763 20.55 3,814 21.39
2025-08-01 13F Transcend Wealth Collective, Llc 3,828 0.47 229 0.88
2025-08-14 13F Sunbelt Securities, Inc. 481 -1.23 28 -3.57
2025-08-04 13F Retirement Systems of Alabama 714,765 42,750
2025-07-28 13F Private Wealth Asset Management, LLC 731 0.00 44 0.00
2025-08-11 13F Heritage Wealth Advisors 0 -100.00 0
2025-07-25 13F Joel Adams & Associates, Inc. 4,898 0.00 293 0.69
2025-05-13 13F Maripau Wealth Management Llc 0 -100.00 0 -100.00
2025-07-11 13F Kaufman Rossin Wealth, LLC 61,202 15.85 3,660 16.63
2025-08-14 13F Nepc Llc 6,354,852 0.00 380,084 0.69
2025-08-14 13F Hirtle Callaghan & Co LLC 1,157 5.57
2025-08-14 13F Talon Private Wealth, LLC 22,346 26.65 1,337 27.48
2025-08-13 13F SageView Advisory Group, LLC 0 -100.00 0
2025-08-19 13F MRP Capital Investments, LLC 0 -100.00 0
2025-04-28 13F UMA Financial Services, Inc. 0 -100.00 0
2025-07-07 13F Nova Wealth Management, Inc. 29 2
2025-07-31 13F Waldron Private Wealth LLC 0 -100.00 0
2025-07-23 13F Ami Investment Management Inc 238,101 4.10 14,241 4.81
2025-08-05 13F Sigma Planning Corp 4,773 -1.77 285 -1.04
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares 45,151 -3.84 2,700 -3.19
2025-07-25 13F Keener Financial Planning LLC 221 0
2025-08-04 13F Spire Wealth Management 50 -92.51 3 -94.87
2025-08-07 13F Laffer Investments 3,646 218
2025-08-07 13F Topel & Distasi Wealth Management, LLC 11,720 -18.37 701 -17.84
2025-08-14 13F Stifel Financial Corp 37,457 -3.97 2,240 -3.28
2025-08-07 13F Americana Partners, LLC 23,437 -0.25 1,402 0.43
2025-07-24 13F True Link Financial Advisors, LLC 71,443 0.00 4,273 0.71
2025-07-24 13F Robertson Stephens Wealth Management, LLC 293,123 -39.71 17,532 -39.30
2025-08-12 13F SRS Capital Advisors, Inc. 21,786 3.28 1,303 3.99
2025-07-24 13F Jfs Wealth Advisors, Llc 8,411 -20.45 503 -19.90
2025-08-11 13F Rockbridge Investment Management, LCC 5,921 -0.20 354 0.57
2025-08-14 13F Janus Henderson Group Plc 36,966 120.43 2,211 122.33
2025-08-15 13F Orcam Financial Group 54,516 1.17 3,261 1.88
2025-08-11 13F Regal Investment Advisors LLC 5,454 9.17 326 10.14
2025-08-26 NP Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 41,943 2.46 2,509 3.17
2025-04-16 13F IAG Wealth Partners, LLC 0 -100.00 0
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 1,079,310 -11.31 64,554 -10.70
2025-05-13 13F Nations Financial Group Inc, /ia/ /adv 0 -100.00 0
2025-08-14 13F EP Wealth Advisors, Inc. 14,405 -19.63 862 -19.08
2025-06-26 NP FCBD - Frontier Asset Core Bond ETF 178,616 -23.85 10,712 -21.71
2025-08-14 13F Wit, Llc 82,534 -4.90 4,936 -4.25
2025-08-11 13F MainStreet Investment Advisors LLC 238,389 30.69 14,258 31.60
2025-07-17 13F Northwest Wealth Management, Llc 771,017 4.00 46,115 4.72
2025-07-31 13F Buckingham Strategic Partners 5,481,515 0.96 327,849 1.66
2025-08-06 13F Stonebridge Financial Planning Group, LLC 7,935 -9.24 475 -8.67
2025-07-09 13F Dynamic Advisor Solutions LLC 45,683 22.18 2,732 23.06
2025-04-29 13F Hm Payson & Co 1,838 109
2025-07-07 13F Versant Capital Management, Inc 0 -100.00 0
2025-07-31 13F Resonant Capital Advisors, LLC 82,591 -9.86 4,940 -9.24
2025-08-08 13F Tortoise Investment Management, LLC 4,021 -0.49 240 0.00
2025-08-07 13F King Luther Capital Management Corp 873 4.05
2025-08-08 13F Kingsview Wealth Management, LLC 18,331 -6.88 1,096 -6.24
2025-07-30 13F Towneley Capital Management, Inc / DE 555,887 13.82 33,248 14.60
2025-07-16 13F/A CX Institutional 4,396 0.00 0
2025-07-17 13F SWS Partners 14,775 -9.52 884 -6.76
2025-07-29 13F Koshinski Asset Management, Inc. 16,078 -5.20 962 -4.57
2025-07-23 13F 1 North Wealth Services Llc 72 0.00 4 0.00
2025-08-07 13F Evoke Wealth, Llc 249,576 -7.59 14,927 -6.95
2025-07-24 13F Financial Connections Group, Inc. 738 0
2025-08-14 13F Integrated Investment Consultants, LLC 5,216 0.50 312 0.97
2025-08-12 13F Integrated Advisors Network LLC 99,967 -4.65 5,979 -3.98
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-08-05 13F Huntington National Bank 1,322 -8.83
2025-07-23 13F InTrack Investment Management Inc 5,400 0.00 323 0.63
2025-05-05 13F Morningstar Investment Services LLC 261,544 -28.47 16 -28.57
2025-08-12 13F Founders Financial Alliance, LLC 0 -100.00 0
2025-07-15 13F Mather Group, Llc. 456,605 -11.46 27,310 -10.85
2025-07-31 13F Jordan Park Group LLC 1,000,773 -2.49 59,856 -1.82
2025-08-11 13F Morling Financial Advisors, LLC 0 -100.00 0
2025-07-16 13F GenWealth Group, Inc. 3,530 0.00 211 0.96
2025-08-06 13F OneAscent Wealth Management LLC 185,327 57.43 11 83.33
2025-07-21 13F Quattro Financial Advisors Llc 32,473 -1.23 1,942 -0.51
2025-06-26 NP FOPC - Frontier Asset Opportunistic Credit ETF 100,856 -2.30 6,048 0.45
2025-08-05 13F Cherry Tree Wealth Management, LLC 29,513 -6.88 1,765 -6.22
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-31 13F Sage Mountain Advisors LLC 373,584 39.49 22,344 40.46
2025-05-09 13F Hemington Wealth Management 0 -100.00 0
2025-07-30 13F D.a. Davidson & Co. 22,347 49.82 1,337 50.79
2025-08-06 13F Savant Capital, LLC 22,359 -6.68 1,337 -6.04
2025-07-21 13F Tanglewood Wealth Management, Inc. 1,347,593 140.80 80,600 142.46
2025-08-13 13F Edgestream Partners, L.P. 49,473 2,959
2025-07-09 13F Massmutual Trust Co Fsb/adv 227,091 31.70 13,582 32.61
2025-08-28 NP EDGF - 3EDGE Dynamic Fixed Income ETF 330,589 -13.05 19,773 -12.45
2025-07-23 13F Elevate Wealth Advisory, Inc 181,947 -11.99 10,882 -11.38
2025-07-23 13F SpringVest Wealth Management LLC 5,738 343
2025-08-14 13F Keebeck Wealth Management, LLC 5,083 3.76 304 4.47
2025-08-08 13F Thoroughbred Financial Services, Llc 4,283 -1.56 0
2025-07-29 13F Wingate Wealth Advisors, Inc. 6,258 82.02 374 83.33
2025-07-18 13F Consolidated Portfolio Review Corp 44,986 -7.37 2,691 -6.73
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-07-17 13F Claris Advisors, Llc / Mo / 55,631 33.18 3,327 34.10
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 49,820 24.47 2,962 24.31
2025-08-08 13F Brickley Wealth Management 140,942 2.16 8,430 2.87
2025-08-14 13F Fairview Capital Investment Management, Llc 9,176 0.00 549 0.55
2025-07-25 13F Bull Street Advisors, LLC 53,455 3.33 3 0.00
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 106,982 3.44 6,399 4.15
2025-08-08 13F Austin Wealth Management, LLC 4,236 251
2025-08-13 13F Transce3nd, LLC 996 -88.76 59 -88.76
2025-08-12 13F Charles Schwab Investment Management Inc 1,970,457 -2.06 117,853 -1.38
2025-08-08 13F Chandler Asset Management, Inc. 32,540 0.00 1,946 0.72
2025-08-06 13F Wsfs Capital Management, Llc 45,400 63.06 2,715 64.25
2025-07-31 13F Wealthfront Advisers Llc 47,844 43.98 2,862 45.01
2025-07-31 13F United Community Bank 7,446 -2.37 445 -1.77
2025-07-14 13F Caitlin John, LLC 5,461 58.98 327 59.80
2025-07-25 13F R. W. Roge & Company, Inc. 123,797 -7.05 7 0.00
2025-08-19 13F Asset Dedication, LLC 662 707.32 40 875.00
2025-05-14 13F CIBC World Markets Inc. 0 -100.00 0
2025-07-15 13F FLP Wealth Management, LLC 6,729 97.62 400 102.54
2025-07-07 13F Kings Path Partners LLC 195,933 2.60 11,719 3.30
2025-07-25 13F Sharp Financial Services, LLC 170,940 12.03 10,224 12.80
2025-05-12 13F Sandy Spring Bank 33,833 3.10 2,010 5.57
2025-08-13 13F Global Endowment Management, LP 44,700 0.00 2,674 0.68
2025-08-14 13F Royal Bank Of Canada 799,384 9.66 47,811 10.41
2025-04-21 13F PSI Advisors, LLC 0 -100.00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 3,763 225
2025-08-08 13F Empower Advisory Group, LLC 19,075,152 4.55 1,140,885 5.27
2025-08-13 13F Northwestern Mutual Wealth Management Co 79,890 57.39 4,778 58.47
2025-07-21 13F Warner Financial, Inc 5,859 0.00 0
2025-04-29 13F Financial Network Wealth Management LLC 11,536 -2.33 1
2025-07-28 13F Founders Grove Wealth Partners, Llc 172,918 -2.71 10,342 -2.04
2025-07-09 13F Sapient Capital Llc 8,237 493
2025-08-04 13F Human Investing LLC 49,646 2.50 2,968 3.16
2025-07-23 13F Woodside Wealth Management LLC 1,663 0.00 99 1.02
2025-07-31 13F Leavell Investment Management, Inc. 58,957 19.25 3,526 20.10
2025-07-28 13F Aries Wealth Management 7,105 -49.04 425 -48.79
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 4,310 0.00 258 0.39
2025-07-14 13F Capstone Wealth Management, LLC 50,275 14.49 3,007 15.26
2025-08-11 13F Traub Capital Management LLC 4,050 242
2025-08-12 13F Putnam Fl Investment Management Co 640,114 -2.98 38,285 -2.31
2025-07-23 13F Axos Invest Inc. 128,892 -3.51 7,709 -2.84
2025-08-14 13F Newport Capital Group, LLC 187,161 1.15 11,194 1.85
2025-08-06 13F Wedbush Securities Inc 16,736 63.61 1
2025-09-02 13F/A FSC Wealth Advisors, LLC 43,356 4.94 2,593 5.66
2025-07-28 13F Verisail Partners, LLC 3,442 0.00 206 0.49
2025-08-13 13F Nicolet Advisory Services, Llc 62,778 51.64 3,751 53.69
2025-07-08 13F Braun-Bostich & Associates Inc. 20,822 -1.30 1,245 -0.64
2025-07-14 13F Friday Financial 164,018 10.33 9,810 11.33
2025-08-14 13F Financial Engines Advisors L.L.C. 20,215 -5.17 1,209 -4.50
2025-07-10 13F Anderson Hoagland & Co 38,505 0.00 2,303 0.79
2025-08-14 13F Staley Capital Advisers Inc 266,712 2.45 15,952 3.16
2025-08-08 13F SBI Securities Co., Ltd. 5,817 0.99 348 1.46
2025-07-15 13F Garrett Investment Advisors LLC 39,360 26.98 2,354 27.87
2025-07-29 13F Swmg, Llc 0 -100.00 0
2025-07-24 13F Morton Brown Family Wealth, LLC 2,565 0.00 153 0.66
2025-08-05 13F Aurdan Capital Management, LLC 179,614 10,743
2025-08-01 13F Envestnet Asset Management Inc 3,795,179 7.70 226,990 8.44
2025-08-15 13F Tower Research Capital LLC (TRC) 3,353 592.77 201 614.29
2025-08-15 13F Captrust Financial Advisors 496,647 3.41 29,704 4.13
2025-08-28 NP NDOW - Anydrus Advantage ETF 44,750 18.32 2,676 19.15
2025-05-01 13F Quest 10 Wealth Builders, Inc. 8,355 5.21 496 7.83
2025-07-15 13F Signet Financial Management, Llc 35,382 -0.56 2,116 0.14
2025-07-17 13F Lauterbach Financial Advisors, LLC 17,341 6.11 1,037 6.91
2025-08-11 13F Theory Financial Llc 44,670 -57.00 2,652 -57.03
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 365,248 5.84 22 5.00
2025-08-12 13F Pathstone Holdings, LLC 65,832 -82.97 3,937 -82.86
2025-08-05 13F Gibraltar Capital Management, Inc. 10,719 1.30 641 2.07
2025-08-14 13F RMB Capital Management, LLC 67,560 4,041
2025-08-04 13F Keybank National Association/oh 14,201 71.43 849 72.56
2025-07-14 13F Ridgewood Investments LLC 133 0.00 8 0.00
2025-08-04 13F BLB&B Advisors, LLC 4,211 0.00 252 0.40
2025-08-04 13F Arkadios Wealth Advisors 9,006 10.27 539 10.93
2025-08-07 13F Mayport, Llc 235,702 6.10 14,097 6.84
2025-07-22 13F Woodmont Investment Counsel Llc 4,933 -34.41 295 -33.86
2025-07-22 13F Wealthcare Advisory Partners LLC 13,543 -11.23 810 -10.71
2025-04-28 13F Pinnacle Financial Partners Inc 113,168 58.29 6,582 53.47
2025-07-23 13F Ohio National Investments, Inc. 0 -100.00 0
2025-07-11 13F Caldwell Securities, Inc 44 0.00 3 0.00
2025-08-06 13F Decker Retirement Planning Inc. 104 -96.82 6 -96.91
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 795 0.00 48 0.00
2025-05-08 13F Hopwood Financial Services, Inc. 0 -100.00 0
2025-08-19 13F Advisory Services Network, LLC 15,393 914
2025-07-24 13F IFP Advisors, Inc 28,536 30.94 1,707 31.84
2025-07-16 13F Meyer Handelman Co 4,296 0.00 257 0.39
2025-08-07 13F Prairieview Wealth Partners, Llc 5,376 0.00 322 0.63
2025-08-07 13F Prime Buchholz LLC 67,129 273.31 4,015 275.84
2025-08-14 13F Gotham Asset Management, LLC 18,844 0.00 1,127 0.71
2025-08-14 13F AllSquare Wealth Management LLC 607 0.00 36 0.00
2025-04-24 13F ZynergyRetirementPlanningLLC 0 -100.00 0
2025-08-19 13F Cape Investment Advisory, Inc. 2,065 67.34 124 68.49
2025-07-25 13F Atria Wealth Solutions, Inc. 77,506 -24.71 4,618 -24.50
2025-08-07 13F Davidson Capital Management Inc. 10,666 -6.04 638 -5.49
2025-08-13 13F Truvestments Capital Llc 0 -100.00 0
2025-08-08 13F Avalon Trust Co 352 21
2025-08-05 13F Bank of New York Mellon Corp 1,633,894 -2.08 97,723 -1.41
2025-07-28 13F Fairman Group, LLC 430 10.82 26 25.00
2025-08-07 13F Winthrop Capital Management, LLC 767 0
2025-08-14 13F Modern Wealth Management, LLC 202,994 -25.39 12,141 -24.87
2025-08-13 13F Victory Financial Group, Llc 69,676 -1.58 4,167 2.61
2025-09-04 13F/A Advisor Group Holdings, Inc. 470,715 6.78 28,154 7.52
2025-07-10 13F Sunflower Bank, N.A. 4,604 33.22 275 34.15
2025-07-30 13F Brookstone Capital Management 42,297 22.63 2,530 23.49
2025-07-25 13F Concurrent Investment Advisors, LLC 15,432 47.21 923 48.23
2025-08-06 13F Atlantic Union Bankshares Corp 38,313 2,292
2025-08-06 13F Rialto Wealth Management, LLC 71,174 33.24 4,257 34.13
2025-05-15 13F Gts Securities Llc 0 -100.00 0
2025-08-08 13F POM Investment Strategies, LLC 0 -100.00 0
2025-07-10 13F Sharkey, Howes & Javer 3,371 -31.79 202 -31.40
2025-07-22 13F Miracle Mile Advisors, LLC 7,651 39.21 458 40.18
2025-08-01 13F Koss-Olinger Consulting, LLC 7,644 0.65 457 1.33
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 207,852 -15.32 12,432 -14.74
2025-08-14 13F/A Rockefeller Capital Management L.P. 151,253 33.38 9,046 34.31
2025-08-01 13F Gwn Securities Inc. 0 -100.00 0
2025-07-24 13F Leo Wealth, LLC 10,924 653
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 66,128 -27.28 3,955 -26.77
2025-08-01 13F First Command Advisory Services, Inc. 6 0
2025-07-09 13F Roth Financial Partners LLC 275,438 8.67 16,474 9.42
2025-07-25 13F Libra Wealth Llc 919,122 4.05 54,973 4.77
2025-07-15 13F LeConte Wealth Management, LLC 31,126 -12.66 1,862 -12.05
2025-07-14 13F Foster Group, Inc. 2,233,102 1.78 133,562 2.48
2025-07-17 13F Kavar Capital Partners Group, Llc 3,541 212
2025-07-25 13F Natural Investments, Llc 7,321 8.07 0
2025-05-08 13F Moors & Cabot, Inc. 0 -100.00 0
2025-07-18 13F Parkwoods Wealth Partners, LLC 5,434 325
2025-07-16 13F St Germain D J Co Inc 4,257 255
2025-07-28 13F Mutual Advisors, LLC 12,951 1.49 768 1.19
2025-07-09 13F Archer Investment Management, LLC 32,358 57.60 1,935 58.74
2025-07-24 13F Strengthening Families & Communities, LLC 224 -12.50 13 -13.33
2025-08-04 13F Pinnacle Associates Ltd 51,388 15.12 3,074 15.92
2025-08-11 13F HHM Wealth Advisors, LLC 107 0.00 6 0.00
2025-07-28 13F DORVAL Corp 79,813 4,774
2025-07-22 13F D.B. Root & Company, LLC 62,748 3,753
2025-07-18 13F Bartlett & Co. Wealth Management Llc 19,636 5.02 1,174 5.77
2025-04-16 13F Fortitude Family Office, LLC 0 -100.00 0
2025-07-21 13F Ameritas Advisory Services, LLC 51,800 -45.24 3,098 -44.86
2025-08-12 13F Fairscale Capital, LLC 4,310 256
2025-07-10 13F American Financial Advisors, LLC 5,026 0.94 301 1.69
2025-07-15 13F MCF Advisors LLC 0 -100.00 0
2025-08-13 13F Colonial Trust Co / SC 643 0.00 38 0.00
2025-08-14 13F Lazard Asset Management Llc 194,785 641.22 12 1,000.00
2025-07-21 13F Credential Qtrade Securities Inc. 0 -100.00 0 -100.00
2025-05-13 13F CacheTech Inc. 200,305 11,261
2025-07-29 13F Foster & Motley Inc 73,738 -19.93 4 -20.00
2025-08-14 13F IHT Wealth Management, LLC 0 -100.00 0
2025-08-05 13F Wakefield Asset Management LLLP 12,460 745
2025-08-13 13F M&t Bank Corp 77,291 -40.93 4,623 -40.52
2025-07-31 13F Opus Capital Group, LLC 740,542 -3.34 44 -2.22
2025-07-24 13F Shayne & Co., Llc 31,180 0.00 1,865 0.65
2025-07-24 13F McKinley Carter Wealth Services, Inc. 3,634 0.00 217 0.93
2025-08-01 13F SYM FINANCIAL Corp 0 -100.00 0
2025-07-15 13F Maseco Llp 5,271,982 315,238
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 3,408 0.98 204 1.50
2025-07-30 13F Silver Oak Wealth Advisors Services, Llc 6,924 -90.93 414 -90.87
2025-08-11 13F Rothschild Investment Llc 37,585 -8.74 2,248 -8.14
2025-08-04 13F Evergreen Advisors, LLC 543,032 -1.66 32,479 -0.98
2025-07-22 13F Merit Financial Group, LLC 74,734 31.87 4,470 32.77
2025-08-04 13F WNY Asset Management, LLC 90,615 11.14 5,420 11.92
2025-08-07 13F LFA - Lugano Financial Advisors SA 54,004 -19.66 3,209 -19.61
2025-08-08 13F Croban 42,636 169.08 2,550 170.88
2025-07-24 13F Eastern Bank 1,930 0.00 115 0.88
2025-08-06 13F SOUTH STATE Corp 14,861 0.06 889 0.68
2025-03-28 13F/A Berkeley, Inc 0 -100.00 0 -100.00
2025-08-14 13F FC Advisory LLC 7,018 4.72 420 5.28
2025-07-23 13F Columbus Macro, LLC 3,742 0.00 224 0.45
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 524,459 -1.63 31,368 -0.96
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 568,242 -0.53 33,987 0.16
2025-08-14 13F UBS Group AG 2,883,952 -13.11 172,489 -12.51
2025-07-17 13F Albion Financial Group /ut 556,764 0.47 33,300 1.16
2025-07-25 13F Hassell Wealth Management, LLC 271,522 7.14 16,107 7.65
2025-07-28 13F Baker Boyer National Bank 62,119 -26.62 3,715 -26.11
2025-08-13 13F Colonial Trust Advisors 86 5
2025-07-30 13F Blume Capital Management, Inc. 63,175 22.41 3,778 23.26
2025-08-11 13F United Capital Financial Advisers, Llc 142,007 8.55 8,493 9.31
2025-07-24 13F Blair William & Co/il 37,834 -1.81 2,263 -1.14
2025-07-17 13F Archford Capital Strategies, LLC 160,248 0.07 9,584 0.76
2025-07-22 13F Aspire Private Capital, LLC 21,202 85.40 1,268 86.75
2025-07-14 13F Sellwood Investment Partners LLC 142,458 -2.25 8,520 -1.57
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