VTEB - Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
US ˙ ARCA ˙ US9229077469

Mga Batayang Estadistika
Pemilik Institusional 1223 total, 1220 long only, 0 short only, 3 long/short - change of -1.29% MRQ
Alokasi Portofolio Rata-rata 0.7006 % - change of -3.19% MRQ
Saham Institusional (Jangka Panjang) 582,919,613 (ex 13D/G) - change of 36.98MM shares 6.77% MRQ
Nilai Institusional (Jangka Panjang) $ 28,124,461 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (US:VTEB) memiliki 1223 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 582,919,613 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, Northwestern Mutual Wealth Management Co, Creative Planning, Charles Schwab Investment Management Inc, Morgan Stanley, Raymond James Financial Inc, Wealthfront Advisers Llc, Fmr Llc, Northern Trust Corp, and Sei Investments Co .

Struktur kepemilikan institusional Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (ARCA:VTEB) 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 49.35 / share. Previously, on September 9, 2024, the share price was 50.90 / share. This represents a decline of 3.05% over that period.

VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt 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.

VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt 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
(%)
2025-07-10 13F Cypress Point Wealth Management, LLC 16,272 798
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 23,419 -1.64 1 0.00
2025-08-14 13F Horizon Investments, LLC 9,702 -7.41 473 -8.51
2025-08-04 13F HBK Sorce Advisory LLC 754,721 4.29 37,004 3.05
2025-08-04 13F Simon Quick Advisors, Llc 91,073 6.23 4,465 4.98
2025-08-14 13F Wick Capital Partners, LLC 29,304 483.16 294 18.07
2025-07-30 13F Whittier Trust Co Of Nevada Inc 14,848 -64.79 728 -65.23
2025-07-24 13F Trust Co Of Toledo Na /oh/ 1,250 61
2025-07-25 13F NorthRock Partners, LLC 4,903 1.36 240 0.00
2025-08-14 13F Peapack Gladstone Financial Corp 0 -100.00 0
2025-07-31 13F Silver Oak Advisory Group, Inc. 208,956 -10.13 10 -9.09
2025-07-16 13F Bright Financial Advisors, Inc. 6,255 0.00 307 -1.29
2025-08-08 13F Wealth Alliance 94,696 0.82 4,643 -0.39
2025-08-13 13F StoneX Group Inc. 10,570 58.59 518 56.97
2025-08-14 13F Planwiser Financial, Llc 54,168 -6.40 2,630 -7.36
2025-08-08 13F Pnc Financial Services Group, Inc. 2,374,390 -1.44 116,416 -2.61
2025-08-01 13F Clark Asset Management, LLC 293,331 0.23 14,382 -0.96
2025-07-22 13F Oak Hill Wealth Advisors, Llc 31,790 -0.95 1,555 -2.39
2025-07-30 13F Princeton Global Asset Management LLC 118 0.85 6 0.00
2025-08-20 13F Tull Financial Group, Inc. 137,996 6,766
2025-07-23 13F Financial Life Advisors 77,170 4.47 3,784 3.22
2025-07-15 13F Marquette Asset Management, LLC 0 -100.00 0
2025-08-06 13F Grey Fox Wealth Advisors, LLC 42,457 126.26 2,082 123.52
2025-07-03 13F Garde Capital, Inc. 891,404 -6.22 43,706 -7.33
2025-07-11 13F Great Waters Wealth Management 59,289 -1.96 2,907 -3.13
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-07-22 13F DAVENPORT & Co LLC 97,684 11.90 4,789 10.57
2025-07-25 13F Evolution Advisers, Inc. 15,860 0.65 1
2025-07-18 13F Dogwood Wealth Management LLC 5,840 0.00 286 -1.38
2025-08-04 13F Live Oak Private Wealth LLC 0 -100.00 0
2025-08-14 13F Headlands Technologies LLC 0 -100.00 0 -100.00
2025-07-09 13F Bowman & Co S.C. 118,489 27.89 5,810 26.37
2025-07-23 13F Detalus Advisors, LLC 55,820 -13.14 2,737 -14.18
2025-07-08 13F Beacon Wealthcare LLC 142,151 5.78 6,970 4.51
2025-07-07 13F Versant Capital Management, Inc 3,347 0.57 164 -0.61
2025-07-21 13F Cromwell Holdings LLC 0 -100.00 0
2025-05-08 13F Certified Advisory Corp 0 -100.00 0
2025-08-14 13F Valley Financial Group, Inc. 4,449 0.00 218 -0.91
2025-08-13 13F Congress Wealth Management LLC / DE / 77,838 -28.26 3,816 -29.12
2025-08-06 13F Walkner Condon Financial Advisors LLC 9,033 32.88 443 31.16
2025-08-13 13F Legacy Capital Wealth Partners, LLC 14,426 1.38 707 0.14
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 5,046,259 8.98 247,418 7.68
2025-07-25 13F Presilium Private Wealth, Llc 22,998 8.55 1,128 7.23
2025-08-11 13F Symphony Financial, Ltd. Co. 132,002 2,373.80 6,472 2,333.08
2025-07-09 13F Lincoln Capital Corp 17,296 2.20 848 1.07
2025-08-12 13F Sfmg, Llc 11,558 53.57 567 51.74
2025-08-04 13F Linscomb & Williams, Inc. 62,427 2.60 3,061 1.36
2025-07-23 13F Clear Creek Financial Management, LLC 12,442 0.06 610 -1.13
2025-08-06 13F Summit Wealth Group, LLC 125,867 -43.35 6 -45.45
2025-07-15 13F Fifth Third Bancorp 1,894 0.00 93 -1.08
2025-07-15 13F Patriot Investment Management Inc. 107,213 7.25 5,257 5.97
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 14,217 -2.01 692 -3.89
2025-08-19 13F National Asset Management, Inc. 11,390 -44.44 558 -45.67
2025-07-24 13F JNBA Financial Advisors 104,239 -12.71 5,111 -13.76
2025-08-14 13F Cardiff Park Advisors, Llc 257,023 -0.40 12,602 -1.59
2025-08-14 13F Ieq Capital, Llc 336,379 1,712.39 16,493 1,692.61
2025-07-17 13F Janney Capital Management LLC 12,589 -15.02 1
2025-07-31 13F GenTrust, LLC 1,075,627 17.39 52,738 16.00
2025-07-21 13F Precedent Wealth Partners, Llc 38,348 -5.63 1,880 -6.75
2025-08-04 13F Center for Financial Planning, Inc. 24,216 178.60 1,187 175.41
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 0 -100.00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 905 -61.97 44 -62.71
2025-07-25 13F Pandora Wealth, Inc. 2,000 0.00 98 -1.01
2025-07-28 13F RCS Financial Planning, LLC 98,788 68.29 4,844 66.31
2025-08-13 13F SageView Advisory Group, LLC 50,859 -41.36 2,470 -42.62
2025-08-27 13F Barnes Wealth Management Group, Inc 12,426 -13.03 609 -13.98
2025-07-30 13F Citizens & Northern Corp 4,612 0.00 226 -0.88
2025-07-15 13F North Star Investment Management Corp. 121 -39.50 6 -44.44
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 4,965 -27.31 243 -28.11
2025-07-21 13F Financial Council Asset Management Inc 0 -100.00 0
2025-08-11 13F Beta Wealth Group, Inc. 0 -100.00 0
2025-08-11 13F Diversified Portfolios, Inc. 88,578 4,343
2025-08-12 13F Clark Financial Services Group Inc /bd 5,632 0.00 276 -1.08
2025-07-18 13F SigFig Wealth Management, LLC 95,996 -26.72 4,701 -27.57
2025-08-13 13F Crabel Capital Management, LLC 26,079 204.45 1,279 200.71
2025-07-28 13F Sagespring Wealth Partners, Llc 275,544 -20.51 13,510 -21.46
2025-07-31 13F Nilsine Partners, LLC 7,632 -8.40 374 -9.44
2025-08-05 13F Bank Of Montreal /can/ 10,943 537
2025-08-14 13F Evergreen Capital Management Llc 745,522 36,553
2025-05-02 13F First Command Advisory Services, Inc. 0 -100.00 0
2025-07-22 13F Red Tortoise LLC 38,286 152.58 1,877 149.60
2025-08-22 NP FENCX - Fidelity SAI Enhanced Municipal Income Fund 42,800 131.35 2,098 128.79
2025-08-05 13F GHP Investment Advisors, Inc. 108 0.00 5 0.00
2025-07-10 13F Moody National Bank Trust Division 178,896 39.64 8,771 37.97
2025-07-09 13F Breakwater Investment Management 19,814 45.54 971 43.85
2025-08-13 13F Continuum Advisory, LLC 24,337 -13.38 1,193 -14.42
2025-08-14 13F Lebenthal Global Advisors, LLC 14,851 -3.08 728 -4.21
2025-07-31 13F Carnegie Capital Asset Management, LLC 350,253 2.48 17,173 1.26
2025-08-14 13F Envision Financial Planning, LLC 159,932 7,841
2025-08-06 13F Round Rock Advisors, LLC 6,432 -0.06 315 -1.25
2025-07-23 13F Proffitt & Goodson Inc 33,737 -8.53 1,654 -9.62
2025-08-15 13F WealthCollab, LLC 89,877 -3.01 4,407 -4.15
2025-07-10 13F Websterrogers Financial Advisors, Llc 149,146 -4.18 7,313 -5.32
2025-08-13 13F Keystone Financial Group 9,004 0.03 441 -1.12
2025-08-13 13F Capital Advisors Wealth Management, LLC 121,438 42.87 5,954 41.19
2025-07-28 13F Harbour Investments, Inc. 45,537 13.18 2,233 11.82
2025-08-14 13F Fort Point Capital Partners LLC 532,470 -9.41 26,107 -10.49
2025-07-11 13F Westfuller Advisors, LLC 7,237 0.84 355 -0.56
2025-08-07 13F Kestra Private Wealth Services, Llc 177,137 21.10 8,685 19.68
2025-08-12 13F JMG Financial Group, Ltd. 4,386 0.00 215 -0.92
2025-07-23 13F Prime Capital Investment Advisors, LLC 1,984,644 -1.42 97,307 -2.60
2025-08-15 13F Keel Point, LLC 7,868 -19.12 386 -20.12
2025-08-01 13F Strategic Financial Services, Inc, 18,162 -30.58 890 -31.43
2025-08-06 13F Regimen Wealth, Llc 434,319 1,194.16 21,295 1,178.92
2025-05-02 13F SageOak Financial, LLC 0 -100.00 0
2025-08-05 13F Bridgewater Advisors Inc. 0 -100.00 0
2025-08-01 13F Belvedere Trading LLC Call 0 -100.00 0 -100.00
2025-08-11 13F Howard Wealth Management, Llc 0 -100.00 0
2025-07-31 13F Manuka Financial, LLC 96,278 -0.63 4,721 -1.81
2025-08-14 13F Strive Asset Management, LLC 0 -100.00 0
2025-08-12 13F Journey Strategic Wealth Llc 22,431 46.44 1,100 44.61
2025-08-08 13F Carl P. Sherr & Co., LLC 6,675 0.00 327 -1.21
2025-08-13 13F Russell Investments Group, Ltd. 3,576 510.24 175 503.45
2025-07-21 13F Trellis Wealth Advisors LLC 8,227 0.30 403 -0.74
2025-08-13 13F Per Stirling Capital Management, LLC. 79,728 1.60 3,909 0.41
2025-08-13 13F Sepio Capital, LP 63,214 -15.71 3,099 -16.72
2025-08-11 13F Rothschild Investment Llc 64 0.00 3 0.00
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 72,943 -12.82 3,576 -13.85
2025-07-15 13F Td Private Client Wealth Llc 153,772 0.80 7,539 -0.40
2025-07-29 13F Lutz Financial Services LLC 1,259,230 -14.52 61,740 -15.53
2025-08-01 13F Ashton Thomas Private Wealth, LLC 184,879 80.41 9,065 78.28
2025-07-29 13F Roof Eidam & Maycock/adv 19,291 -1.05 946 -2.28
2025-07-17 13F Vermillion Wealth Management, Inc. 45,463 -51.56 2,229 -52.14
2025-07-29 13F Beverly Hills Private Wealth, LLC 21,611 0.00 1,060 -1.21
2025-07-29 13F Salomon & Ludwin, LLC 546,685 1.98 26,777 0.67
2025-08-08 13F Hudock, Inc. 8,089 -5.41 397 -6.60
2025-08-11 13F Covestor Ltd 1,417 189.78 0
2025-08-13 13F Summit Financial, LLC 171,657 12.39 8,416 11.06
2025-07-31 13F Carrera Capital Advisors 10,856 -26.18 532 -27.02
2025-08-05 13F Tme Financial, Inc. 6,971 -0.27 342 -1.45
2025-08-11 13F Mosaic Family Wealth Partners, Llc 0 -100.00 0
2025-08-14 13F Partners Capital Investment Group, Llp 0 -100.00 0
2025-07-15 13F Kraft Asset Management, Llc 17,446 0.00 855 -1.16
2025-08-14 13F Tudor Investment Corp Et Al 10,253 503
2025-07-18 13F Ewa, Llc 0 -100.00 0 -100.00
2025-07-09 13F Veracity Capital LLC 24,020 1,178
2025-08-05 13F Burney Co/ 54,775 94.50 2,686 92.20
2025-07-31 13F Curio Wealth, Llc 134 13,300.00 7 -57.14
2025-07-15 13F Family Investment Center, Inc. 5,650 0.02 277 -1.07
2025-07-28 13F RFG Advisory, LLC 76,092 -22.25 3,731 -23.19
2025-08-08 13F Capstone Financial Advisors, Inc. 179,431 99.22 8,798 96.84
2025-08-14 13F C M Bidwell & Associates Ltd 53,405 5.01 2,618 3.77
2025-07-25 13F Sovereign Financial Group, Inc. 5,538 13.39 272 11.98
2025-07-10 13F Exchange Traded Concepts, Llc 12,197 598
2025-07-22 13F Net Worth Advisory Group 17,119 45.99 839 44.41
2025-08-08 13F Blankinship & Foster, LLC 24,753 62.51 1,214 60.66
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 164,729 63.88 8,077 61.94
2025-07-17 13F Coastline Trust Co 183,708 -8.67 9,007 -9.75
2025-07-29 13F BKD Wealth Advisors, LLC 153,103 -4.00 7,507 -5.14
2025-08-05 13F Simplex Trading, Llc 6,670 237.89 0
2025-08-01 13F Rossby Financial, LCC 838 16.23 41 17.14
2025-07-09 13F VisionPoint Advisory Group, LLC 7,317 0.00 359 -1.38
2025-08-07 13F Summit Asset Management, LLC 5,155 0.00 253 -1.18
2025-08-14 13F CoreCap Advisors, LLC 195,701 10.90 9,595 9.58
2025-08-14 13F Kovitz Investment Group Partners, LLC 59,314 108.26 2,908 105.80
2025-07-21 13F Gray Private Wealth, LLC 4,350 213
2025-07-08 13F Twele Capital Management, Inc. 34,648 -2.93 1,699 -4.12
2025-07-15 13F Evanson Asset Management, LLC 296,755 14.67 14,550 13.31
2025-07-14 13F Sowell Financial Services LLC 4,310 211
2025-07-08 13F RMR Wealth Builders 9,013 0.00 442 -1.34
2025-07-17 13F Charles Schwab Trust Co 19,311 0.00 947 -1.25
2025-07-29 13F Madison Wealth Partners, Inc 9,289 -17.64 455 -18.60
2025-08-12 13F Deutsche Bank Ag\ 356,447 15.33 17,477 13.96
2025-07-07 13F Retirement Wealth Solutions LLC 2,015 0.80 99 -1.01
2025-08-11 13F First American Trust, Fsb 75,384 -2.62 3,696 -3.78
2025-07-17 13F Archford Capital Strategies, LLC 16,730 -0.68 820 -1.80
2025-07-30 13F Argonautica Private Wealth Management, Inc 10,721 -15.46 526 -16.53
2025-08-14 13F Goldman Sachs Group Inc 970,692 -0.65 47,593 -1.83
2025-07-15 13F McAdam, LLC 78,606 -8.23 3,854 -9.32
2025-07-21 13F Riverview Trust Co 15,525 0.00 761 -1.17
2025-08-04 13F Leeward Financial Partners, LLC 32,142 7.39 1,576 6.06
2025-07-31 13F Nisa Investment Advisors, Llc 246,195 -10.41 12,071 -11.48
2025-08-13 13F Certior Financial Group, Llc 40,546 4.84 1,988 3.54
2025-08-11 13F Vanguard Group Inc 3,158,757 -16.22 154,874 -17.21
2025-07-30 13F Avidian Wealth Solutions, LLC 1,066,333 -2.93 52,282 -4.08
2025-07-16 13F Beaumont Financial Advisors, LLC 40,249 3.62 1,973 2.39
2025-07-24 13F Costello Asset Management, INC 101 5
2025-08-12 13F RiverFront Investment Group, LLC 19,198 -14.53 941 -15.53
2025-07-22 13F Inlight Wealth Management, LLC 0 -100.00 0
2025-07-14 13F Farmers & Merchants Investments Inc 1,760 62.96 86 62.26
2025-07-28 13F ForthRight Wealth Management, LLC 136,705 -8.35 6,703 -9.44
2025-08-19 13F Delos Wealth Advisors, LLC 386 19
2025-07-15 13F Boyd Wealth Management, LLC 37,192 -6.56 1,824 -7.65
2025-07-31 13F Topsail Wealth Management, LLC 1,269,611 -0.85 62,249 -2.03
2025-08-07 13F Retirement Investment Advisors, Inc. 93,234 -2.17 4,571 -3.32
2025-08-21 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-07-23 13F Canopy Partners, LLC 31,835 -38.38 1,561 -39.13
2025-08-14 13F Mml Investors Services, Llc 844,108 -16.39 41 -18.00
2025-08-07 13F Parkside Financial Bank & Trust 20,735 6.69 1,017 5.39
2025-07-07 13F Wealth Alliance Advisory Group, LLC 31,782 -13.59 1,558 -14.63
2025-07-22 13F Unique Wealth, Llc 80,157 3,930
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 81,198 -14.27 3,981 -15.28
2025-08-14 13F Summit Trail Advisors, Llc 14,276 700
2025-08-05 13F Snider Financial Group 43,916 1.14 2,153 -0.05
2025-07-30 13F Clune & Associates, Ltd. 17,828 113.79 874 111.62
2025-07-10 13F YHB Investment Advisors, Inc. 0 -100.00 0
2025-08-08 13F Avantax Advisory Services, Inc. 102,130 -39.58 5,007 -40.30
2025-07-31 13F CVA Family Office, LLC 10,205 -33.37 500 -34.12
2025-07-31 13F First Business Financial Services, Inc. 0 -100.00 0
2025-07-21 13F Mattern Capital Management, Llc 39,250 6.42 1,924 5.14
2025-07-21 13F Monticello Wealth Management, Llc 227,290 13.14 11,144 11.80
2025-07-18 13F GEN Financial Management, INC. 53,181 -4.53 2,607 -5.65
2025-07-29 13F Consilio Wealth Advisors, Llc 0 -100.00 0
2025-07-18 13F Pure Financial Advisors, Inc. 39,231 -19.53 1,923 -20.47
2025-07-31 13F Washington Trust Advisors, Inc. 57,395 1.72 2,814 0.54
2025-08-06 13F Csenge Advisory Group 45,526 39.27 2,222 39.69
2025-05-07 13F Werba Rubin Papier Wealth Management 0 -100.00 0
2025-07-24 13F Bernard Wealth Management Corp. 0 -100.00 0
2025-07-16 13F Motive Wealth Advisors 85,046 -9.74 4,170 -10.82
2025-07-25 13F Pathway Financial Advisors LLC 0 -100.00 0
2025-07-17 13F Sfm, Llc 5,406 0.00 265 -1.12
2025-07-14 13F S.A. Mason LLC 14,270 0.00 700 -1.27
2025-08-12 13F Ade, Llc 15,739 0.00 772 -1.15
2025-07-31 13F Moser Wealth Advisors, LLC 14,314 1.39 702 0.14
2025-07-11 13F Colorado Capital Management, Inc. 0 -100.00 0
2025-08-14 13F LaSalle St. Investment Advisors, LLC 10,034 -30.07 0
2025-04-14 13F Greenspring Advisors, LLC 0 -100.00 0
2025-07-29 13F Kondo Wealth Advisors, Inc. 6,996 342
2025-07-16 13F Encompass Wealth Advisors, Llc 21,020 23.50 1,031 22.04
2025-08-15 13F CI Private Wealth, LLC 7,404,770 87.65 363,056 85.42
2025-07-23 13F TriaGen Wealth Management LLC 23,096 -0.88 1,132 -2.08
2025-08-28 13F Midwestern Financial, LLC /IA 36,909 1,810
2025-07-24 13F Brandywine Oak Private Wealth Llc 191,871 80.53 9,407 78.40
2025-07-08 13F Richard P Slaughter Associates Inc 0 -100.00 0
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 4,182 -8.43 205 -9.29
2025-08-14 13F Prestige Wealth Management Group LLC 24,118 -0.22 1,183 -1.42
2025-07-14 13F Park Avenue Securities Llc 140,313 3.33 7 0.00
2025-07-29 13F Curbstone Financial Management Corp 9,650 0.00 473 -1.05
2025-07-09 13F High Probability Advisors, LLC 75,750 -2.54 3,714 -3.68
2025-07-16 13F Paragon Capital Management Ltd 102,091 -8.68 5,006 -9.77
2025-08-05 13F Hunter Associates Investment Management Llc 13,472 -91.57 1 -100.00
2025-08-13 13F Rsm Us Wealth Management Llc 24,384 -18.52 1,196 -19.47
2025-05-07 13F Advantage Trust Co 0 -100.00 0
2025-08-05 13F Hills Bank & Trust Co 5,614 -62.29 275 -62.74
2025-07-28 13F Frazier Financial Advisors, LLC 7 0
2025-07-21 13F Fortis Capital Advisors, LLC 17,183 96.78 842 94.46
2025-07-24 13F Moseley Investment Management Inc 9,871 2.60 484 1.26
2025-08-12 13F New Republic Capital, LLC 1,644 0.00 81 -1.23
2025-04-29 13F Callan Capital, LLC 550,027 -23.67 27,292 -24.45
2025-08-05 13F Peregrine Asset Advisers, Inc. 18,022 -4.56 884 -5.76
2025-08-14 13F Bnp Paribas Arbitrage, Sa 95,324 197.65 4,674 194.08
2025-07-15 13F Eaton Financial Holdings Company, LLC 92,439 11.75 4,532 10.43
2025-08-06 13F Horan Securities, Inc. 20,374 999
2025-08-14 13F Cooperman Leon G 12,876 0.00 631 -1.10
2025-08-13 13F Cambria Investment Management, L.P. 4,947 -32.79 243 -34.24
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 14,032 0.31 688 -0.86
2025-07-31 13F Ssa Swiss Advisors Ag 34,770 -1.37 1,689 -3.43
2025-07-17 13F HCR Wealth Advisors 9,334 0.00 458 -1.30
2025-08-08 13F Emerald Investment Partners, Llc 29,280 7.23 1,435 5.98
2025-08-15 13F Hayek Kallen Investment Management 6,007 0
2025-07-21 13F Life Planning Partners, Inc 30,557 6.52 1,498 5.27
2025-07-08 13F FF Advisors,LLC 16,241 3.56 796 3.51
2025-08-01 13F a16z Perennial Management, L.P. 435,683 0.00 21,362 -1.19
2025-07-14 13F Opal Wealth Advisors, LLC 6,474 -6.90 317 -8.12
2025-08-13 13F Millstone Evans Group, LLC 1,138 0.00 56 -1.79
2025-07-29 13F Kanawha Capital Management Llc 4,544 -3.20 223 -4.31
2025-05-15 13F Concorde Asset Management, LLC 0 -100.00 0
2025-08-01 13F Bessemer Group Inc 53,568 0.00 3 0.00
2025-08-08 13F Advisors Capital Management, LLC 0 -100.00 0
2025-07-28 NP SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares 83,117 1,825.34 4,056 1,760.55
2025-08-14 13F Catalyst Financial Partners Llc 45,802 522.23 2,246 515.07
2025-08-01 13F Planning Directions Inc 18,190 0.84 892 -0.45
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-07-29 13F Stephens Inc /ar/ 48,435 29.41 2,375 27.84
2025-07-28 13F BRYN MAWR TRUST Co 45,137 -43.90 2,213 -44.56
2025-09-04 13F ZynergyRetirementPlanningLLC 0 -100.00 0
2025-08-12 13F BWM Planning, LLC 0 -100.00 0
2025-08-12 13F MAI Capital Management 99,523 -2.27 4,880 -3.44
2025-07-16 13F True North Advisors, LLC 0 -100.00 0
2025-08-04 13F Pensionmark Financial Group, Llc 69,329 136.09 3,399 133.29
2025-07-17 13F Neumann Capital Management, LLC 45,448 -15.52 2,228 -16.52
2025-07-28 13F Eq Wealth Advisors, Llc 393 0.00 19 0.00
2025-07-30 13F Black Diamond Financial, LLC 55,037 48.88 2,698 47.11
2025-08-14 13F Ameriprise Financial Inc 3,216,439 -8.94 157,680 -10.03
2025-08-08 13F Sawgrass Asset Management Llc 8,085 -14.40 396 -15.38
2025-08-12 13F Titleist Asset Management, Llc 6,234 -6.75 306 -7.85
2025-07-21 13F Creative Capital Management Investments LLC 4,729 -47.33 232 -48.09
2025-07-30 13F LGT Financial Advisors LLC 3,380 2.49 166 1.23
2025-07-16 13F Falcon Wealth Planning 6,218 -8.46 305 -9.79
2025-07-30 13F Exencial Wealth Advisors, Llc 93,732 32.28 4,596 30.69
2025-07-29 13F Stratos Wealth Advisors, LLC 0 -100.00 0
2025-07-18 13F First Pacific Financial 28,939 -38.19 1,419 -38.96
2025-08-15 13F First Heartland Consultants, Inc. 8,949 -0.15 439 -1.35
2025-08-06 13F Cannon Financial Strategists, Inc. 53,701 -4.66 2,633 -5.80
2025-08-08 13F Altiora Financial Group, LLC 174,193 0.19 8,541 -1.01
2025-07-17 13F Hengehold Capital Management Llc 19,491 -92.06 956 -92.16
2025-07-17 13F Grandview Asset Management LLC 4,453 -3.68 0
2025-04-23 13F Keudell/Morrison Wealth Management 0 -100.00 0
2025-07-21 13F Compass Planning Associates Inc 14,813 0.84 726 -0.27
2025-07-28 13F Axxcess Wealth Management, Llc 76,718 1.27 3,761 0.05
2025-04-23 13F Sunesis Advisors, LLC 51,727 -0.39 2,567 -1.42
2025-08-07 13F Timonier Family Office, LTD. 70,014 -1.23 3,433 -2.42
2025-07-28 13F Compass Advisory Group LLC 72,660 18.10 3,563 16.71
2025-07-09 13F Catalyst Private Wealth, Llc 0 -100.00 0
2025-07-17 13F Luminvest Wealth Management LLC 418,936 11.57 20,494 10.00
2025-07-22 13F MGO Private Wealth, LLC 75,737 4.43 3,713 3.20
2025-08-04 13F Silver Coast Investments LLC 10,431 1.12 511 0.00
2025-08-08 13F WASHINGTON TRUST Co 0 -100.00 0
2025-08-14 13F Sequent Planning LLC 0 -100.00 0
2025-08-14 13F Diversify Advisory Services, LLC 21,191 -14.29 1,037 -14.37
2025-08-14 13F Qube Research & Technologies Ltd 20,414 1,001
2025-08-04 13F Haven Private, LLC 11,200 0.00 549 -1.08
2025-08-14 13F Icon Wealth Advisors, LLC 17,753 29.95 870 28.51
2025-07-22 13F Old National Bancorp /in/ 327,350 5.28 16,050 4.03
2025-08-01 13F Conscious Wealth Investments, Llc 11,099 -2.15 540 -2.53
2025-05-14 13F Kayne Anderson Rudnick Investment Management Llc 0 -100.00 0
2025-07-24 13F Ronald Blue Trust, Inc. 640 0.00 31 0.00
2025-08-08 13F Creative Planning 26,851,781 2.69 1,316,543 1.47
2025-08-11 13F Elequin Capital Lp 27,808 1,363
2025-07-17 13F Stone Point Wealth LLC 24,403 -26.36 1,196 -27.25
2025-08-12 13F AlphaCore Capital LLC 527,685 4,724.33 25,872 4,673.43
2025-07-18 13F Lynx Investment Advisory 8,927 -8.35 438 -9.52
2025-07-18 13F TPG Advisors LLC 49,744 -11.36 2,439 -12.43
2025-08-08 13F CFO4Life Group, LLC 18,789 0.18 921 -0.97
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 11,581 -1.62 568 -2.91
2025-07-16 13F Meredith Wealth Planning 33,096 -20.88 1,623 -21.83
2025-08-05 13F Dunhill Financial, LLC 829 41
2025-07-29 13F Unison Advisors LLC 329,967 0.04 16,178 -1.15
2025-05-15 13F/A Orion Portfolio Solutions, LLC 54,224 -87.91 2,691 -88.03
2025-08-14 13F Synovus Financial Corp 9,533 -6.25 467 -7.34
2025-08-11 13F Pin Oak Investment Advisors Inc 1,111 0
2025-07-09 13F First Financial Corp /in/ 775 0.00 38 -2.63
2025-07-07 13F Insight Wealth Strategies, LLC 73,842 0.26 3,613 -1.12
2025-07-30 13F Bogart Wealth, LLC 666 0.00 33 -3.03
2025-08-01 13F Facet Wealth, Inc. 2,076,352 -9.56 101,077 -9.82
2025-07-18 13F Lockerman Financial Group, Inc. 18,113 0.00 888 -1.11
2025-08-12 13F Nemes Rush Group LLC 629 0.00 31 -3.23
2025-08-13 13F Elgethun Capital Management 8,011 0.00 393 -1.26
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 201,979 -29.60 9,903 -30.43
2025-07-11 13F Seacrest Wealth Management, Llc 0 -100.00 0
2025-04-15 13F Strategic Equity Management 0 -100.00 0
2025-05-06 13F Goodwin Investment Advisory 0 -100.00 0
2025-05-01 13F Lane & Associates LLC 6,511 -11.29 323 -11.99
2025-07-16 13F Rainier Family Wealth Inc 20,352 18.66 998 17.16
2025-08-12 13F Long Island Wealth Management, Inc. 19,411 -4.60 952 -5.75
2025-08-13 13F First Trust Advisors Lp 11,052 79.01 542 76.80
2025-07-14 13F ABLE Financial Group, LLC 32,849 -89.56 1,611 -89.69
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-07-15 13F Foster Victor Wealth Advisors, LLC 305,192 0.47 14,939 2.19
2025-08-13 13F VestGen Advisors, LLC 45,396 -1.80 2,226 -2.97
2025-07-21 13F Yeomans Consulting Group, Inc. 105,796 3.28 5,177 1.85
2025-07-23 13F Sax Wealth Advisors, Llc 8,626 -55.76 423 -56.36
2025-08-12 13F LPL Financial LLC 6,410,501 7.61 314,307 6.33
2025-08-14 13F Sand Hill Global Advisors, LLC 6,461 -84.68 317 -84.90
2025-08-13 13F Jones Financial Companies Lllp 4,381,736 24.16 214,656 22.69
2025-07-25 13F We Are One Seven, LLC 7,229 -22.96 354 -23.87
2025-08-11 13F Cornerstone Planning Group LLC 208 -27.53 10 -23.08
2025-08-13 13F Mount Yale Investment Advisors, LLC 187 9
2025-08-15 13F Cooksen Wealth, LLC 5,395 14.18 265 10.46
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 113,157 7.47 5,548 6.20
2025-07-08 13F Apella Capital, LLC 365,872 8.30 17,928 9.37
2025-07-03 13F Stairway Partners, LLC 333,868 4.86 16,370 3.61
2025-08-05 13F EPG Wealth Management LLC 16,099 -1.78 789 -2.95
2025-04-25 NP PMIO - PGIM Municipal Income Opportunities ETF 18,000 0.00 912 -0.76
2025-05-08 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100.00 0
2025-07-15 13F Oregon Pacific Wealth Management, LLC 15,530 0.00 761 -1.17
2025-08-11 13F Private Advisor Group, LLC 212,271 -3.59 10,408 -4.74
2025-07-16 13F St Germain D J Co Inc 42,096 7.78 2,064 6.45
2025-08-05 13F Integrity Wealth Solutions LLC 40,573 -27.15 1,989 -28.01
2025-08-12 13F Cornerstone Wealth Management, LLC 66,896 -0.50 3,280 -1.71
2025-08-14 13F Bragg Financial Advisors, Inc 535,770 -2.47 26,269 -3.63
2025-07-22 13F Yardley Wealth Management LLC 0 -100.00 0
2025-07-30 13F EnRich Financial Partners LLC 6,760 -96.72 331 -96.76
2025-08-14 13F 10Elms LLP 2,830 0.00 139 -1.43
2025-08-12 13F Calton & Associates, Inc. 4,731 -37.99 232 -38.89
2025-07-10 13F Envision Financial LLC 45,077 385.06 2,210 379.39
2025-07-08 13F First National Corp /ma/ /adv 8,559 0.26 420 -0.95
2025-07-11 13F/A Umb Bank N A/mo 148,052 -14.77 7,259 -15.79
2025-07-30 13F Strategic Blueprint, LLC 210,218 14.03 10,307 12.67
2025-08-12 13F Cooper/haims Advisors, Llc 160,025 32.07 7,846 30.51
2025-08-14 13F Colony Group, LLC 1,124,602 23.70 55,139 22.23
2025-08-01 13F Petra Financial Advisors Inc 37,673 2.34 1,847 1.15
2025-08-04 13F 4wealth Advisors, Inc. 13,369 3.64 655 2.34
2025-08-12 13F Hillsdale Investment Management Inc. 6,440 316
2025-08-07 13F Midwest Trust Co 38,850 1,905
2025-03-12 13F Centaurus Financial, Inc. 0 -100.00 0
2025-08-01 13F New York Life Investment Management Llc 744,073 67.90 36,482 65.90
2025-07-09 13F Seaside Wealth Management, Inc. 24,510 1,202
2025-07-31 13F LJI Wealth Management, LLC 31,753 25.41 1,557 23.89
2025-04-22 13F Merkkuri Wealth Advisors LLC 0 -100.00 0
2025-07-21 13F Verus Financial Partners, Inc. 182,517 -30.50 8,934 -30.00
2025-07-24 13F VanderPol Investments L.L.C. 6,232 -31.01 306 -31.92
2025-07-15 13F Tenon Financial LLC 21,646 0.00 1,061 -1.21
2025-08-12 13F SlateStone Wealth, LLC 13,252 0.29 1
2025-07-22 13F/A Duncan Williams Asset Management, LLC 5,175 254
2025-08-15 13F Kestra Advisory Services, LLC 387,695 9.14 19,009 7.83
2025-07-24 13F Certus Wealth Management, LLC 20,760 68.92 1,018 69.22
2025-08-08 13F Fiera Capital Corp 0 -100.00 0
2025-08-14 13F Old Mission Capital Llc 267,917 13,136
2025-08-06 13F Paladin Advisory Group, LLC 12,431 836.77 609 836.92
2025-04-02 13F Global Wealth Strategies & Associates 0 -100.00 0
2025-07-17 13F Sage Rhino Capital Llc 37,903 -4.75 1,858 -5.88
2025-07-18 13F Newman Dignan & Sheerar, Inc. 79,631 -51.21 3,904 -51.80
2025-08-13 13F Beacon Pointe Advisors, LLC 514,995 7.77 25,250 6.50
2025-08-11 13F Plum Street Advisors, LLC 39,858 -6.97 1,954 -8.05
2025-05-13 13F Lowe Brockenbrough & Co Inc 0 -100.00 0
2025-07-14 13F AdvisorNet Financial, Inc 13,313 -14.04 653 -15.10
2025-08-13 13F Manning & Napier Advisors Llc 546,981 0.01 26,819 -1.18
2025-07-16 13F New Insight Wealth Advisors 5,773 283
2025-08-14 13F Wells Fargo & Company/mn 11,763,538 1.02 576,766 -0.18
2025-07-15 13F Level Financial Advisors, Inc. 4,460 -45.72 219 -46.44
2025-07-22 13F Gutierrez Wealth Advisory, LLC 138,643 85.69 6,798 83.50
2025-07-25 13F McNamara Financial Services, Inc. 136,055 22.67 6,671 21.21
2025-08-14 13F GWM Advisors LLC 487,257 19.29 23,890 17.87
2025-07-30 13F Phillips Financial Management, Llc 56,563 -5.83 2,773 -6.95
2025-08-07 13F Cascade Financial Partners, LLC 146,601 5.55 7,188 4.30
2025-08-14 13F D. E. Shaw & Co., Inc. 272,200 -93.63 13,346 -93.71
2025-06-25 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 555,620 75.44 27,337 72.18
2025-07-15 13F Cranbrook Wealth Management, LLC 20,282 -1.19 994 -2.36
2025-07-24 13F Edge Financial Advisors LLC 10,840 0.00 530 -1.30
2025-08-18 13F Goodman Advisory Group, LLC 126,219 -58.63 6,189 -59.13
2025-08-12 13F Vickerman Investment Advisors, Inc. 0 -100.00 0
2025-08-13 13F Avestar Capital, LLC 7,759 380
2025-08-06 13F Moors & Cabot, Inc. 7,367 0.00 361 -1.10
2025-07-11 13F Grove Bank & Trust 287,596 1.58 14,101 0.37
2025-07-25 13F Astoria Portfolio Advisors LLC. 14,318 -19.39 694 -19.58
2025-08-04 13F Arkadios Wealth Advisors 19,954 9.98 978 8.67
2025-08-06 13F Robinson Smith Wealth Advisors Llc 0 -100.00 0
2025-07-21 13F Exchange Capital Management, Inc. 13,669 -23.90 670 -24.80
2025-07-24 13F Accredited Investor Services, Llc 19,319 -64.00 947 -64.43
2025-04-11 13F LPF Advisors LLC 14,531 0.00 721 -0.96
2025-07-22 13F Simplicity Wealth,LLC 126,205 146.56 6,188 143.68
2025-07-22 13F CPR Investments Inc. 39,600 0.00 1,942 -1.17
2025-07-08 13F Atwood & Palmer Inc 0 -100.00 0
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 -100.00 0
2025-07-11 13F Hilltop Wealth Advisors, Llc 55,360 -70.95 2,714 -71.30
2025-08-14 13F Diversify Wealth Management, Llc 5,691 279
2025-07-17 13F Catalytic Wealth RIA, LLC 8,313 104.65 408 102.49
2025-08-04 13F Bordeaux Wealth Advisors LLC 8,347 409
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-05-15 13F Gts Securities Llc 0 -100.00 0
2025-08-12 13F Wealth Dimensions Group, Ltd. 6,202 22.11 304 20.63
2025-08-15 13F Alaethes Wealth LLC 136,279 3.09 6,682 1.86
2025-08-07 13F Aspen Wealth Strategies, LLC 10,776 5.00 528 3.73
2025-07-14 13F GAMMA Investing LLC 10,041 -15.81 492 -16.75
2025-07-30 13F Whittier Trust Co 3,300 0.00 162 -1.23
2025-08-07 13F Resources Investment Advisors, LLC. 1,864,210 7.90 91,402 6.62
2025-08-12 13F Change Path, LLC 39,301 5.07 1,927 3.83
2025-08-15 13F Equitable Holdings, Inc. 242,355 10.81 11,883 9.49
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100.00 0 -100.00
2025-08-01 13F Equita Financial Network, Inc. 62,932 -30.32 3,086 -31.15
2025-04-28 13F Strategic Financial Concepts, LLC 0 -100.00 0 -100.00
2025-07-14 13F UMA Financial Services, Inc. 951 -87.65 47 -87.96
2025-07-08 13F Parallel Advisors, LLC 7,856 -75.97 385 -76.26
2025-08-11 13F Dorsey & Whitney Trust CO LLC 135,378 -11.06 6,638 -12.12
2025-07-10 13F Stewardship Advisors, LLC 247,790 1.85 12,149 0.64
2025-08-06 13F Longview Financial Advisors LLC 1,035 51
2025-08-13 13F Maia Wealth LLC 28,993 0.27 1,422 1.36
2025-08-13 13F Integrity Investment Advisors, LLC 4,287 -31.78 210 -32.48
2025-07-08 13F Heartwood Wealth Advisors LLC 393,005 -1.12 19,269 -2.29
2025-07-09 13F Taylor Hoffman Capital Management LLC 21,750 -3.07 1,066 -4.31
2025-08-05 13F Code Waechter LLC 0 -100.00 0
2025-08-12 13F Watchman Group, Inc. 40,154 0.00 1,969 -1.20
2025-08-04 13F Capital Performance Advisors Llp 217,373 1.38 10,658 0.17
2025-08-08 13F Evolution Wealth Advisors, LLC 71,191 74.52 3,490 72.43
2025-08-08 13F Foundations Investment Advisors, LLC 10,472 1.15 513 0.00
2025-08-13 13F Balance Wealth, LLC 11,227 6.40 550 5.16
2025-08-06 13F Prospera Financial Services Inc 18,678 -26.95 916 -27.84
2025-08-27 13F/A Brinker Capital Investments, LLC 41,724 -23.05 2,046 -23.98
2025-08-04 13F Bridgewealth Advisory Group, LLC 4,914 241
2025-08-08 13F/A Prospect Financial Services LLC 15,186 -19.55 745 -20.51
2025-07-10 13F IMPACTfolio, LLC 26,790 1,314
2025-07-09 13F Burt Wealth Advisors 134,418 40.26 6,591 38.59
2025-07-18 13F PFG Investments, LLC 15,288 -21.58 750 -22.54
2025-08-13 13F Colonial Trust Co / SC 5,294 -35.57 260 -36.36
2025-08-07 13F Vise Technologies, Inc. 217,315 105.33 10,655 100.83
2025-08-11 13F Citigroup Inc 268,424 121.94 13,161 119.30
2025-07-14 13F Occidental Asset Management, LLC 11,197 34.95 549 33.33
2025-07-21 13F 25 Llc 198,506 2.21 9,733 0.99
2025-08-11 13F Western Wealth Management, LLC 14,022 -1.71 687 -2.83
2025-08-04 13F Flagship Harbor Advisors, Llc 11,026 -62.80 541 -63.27
2025-08-14 13F Bank Of Hawaii 553,372 16.56 27,132 15.18
2025-07-24 13F Wealth Management Resources, Inc. 16,217 0.00 795 -1.12
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1,722,114 7.18 84,297 5.73
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 164,668 64.49 8,074 62.53
2025-07-29 13F Disciplined Investments, LLC 20,183 26.06 990 24.56
2025-07-03 13F Trinity Financial Advisors LLC 195,385 29.51 9,580 27.50
2025-08-14 13F State Of Wisconsin Investment Board 309,000 0.00 15,150 -1.19
2025-08-15 13F WFA of San Diego, LLC 11,608 -11.19 569 -14.82
2025-07-09 13F Breakwater Capital Group 22,447 -42.51 1,101 -43.21
2025-07-10 13F Rockland Trust Co 7,475 -23.06 366 -24.07
2025-07-18 13F Trust Co Of Vermont 14,619 3.83 717 2.58
2025-08-12 13F O'shaughnessy Asset Management, Llc 275,298 737.51 13,498 727.53
2025-07-22 13F Firethorn Wealth Partners, Llc 21,255 7.28 1,042 6.00
2025-07-11 13F Bond & Devick Financial Network, Inc. 16,662 3.88 817 2.64
2025-07-23 13F Next Level Wealth Planning, LLC 6,535 54.02 320 52.38
2025-08-12 13F Steward Partners Investment Advisory, Llc 180,917 -3.74 8,870 -4.88
2025-07-31 13F Oppenheimer & Co Inc 8,330 -43.70 408 -44.41
2025-08-08 13F Glassman Wealth Services 101,282 -29.52 4,966 -30.36
2025-04-01 13F Emprise Bank 0 -100.00 0
2025-08-07 13F Addison Advisors LLC 3,768 23.22 185 21.85
2025-08-11 13F Schiavi & Co LLC 145,148 5.81 7,117 4.55
2025-07-11 13F Farther Finance Advisors, LLC 86,396 -24.19 4,236 -25.17
2025-07-17 13F Hanson & Doremus Investment Management 108,550 6.13 5 0.00
2025-08-14 13F Moneta Group Investment Advisors Llc 22,513 -2.15 1,104 -3.33
2025-08-01 13F James Investment Research Inc 28,833 47.33 1,414 45.52
2025-08-05 13F Claro Advisors LLC 43,639 139.95 2,140 137.14
2025-08-14 13F Wetherby Asset Management Inc 11,080 2.77 543 0.56
2025-07-17 13F One Wealth Advisors, LLC 502,680 -8.52 24,646 -9.61
2025-07-30 13F Caliber Wealth Management, LLC / KS 122,830 -6.44 6,022 -7.55
2025-08-13 13F Renaissance Technologies Llc 1,050,800 282.25 51,521 277.71
2025-08-14 13F McIlrath & Eck, LLC 32,947 -7.26 1,615 -8.34
2025-08-12 13F Coston, McIsaac & Partners 504 0.80 0
2025-07-11 13F Scott Capital Advisors, LLC 17,490 10.63 856 9.18
2025-08-12 13F Minot DeBlois Advisors LLC 250 0.00 12 0.00
2025-08-14 13F Hurley Capital, LLC 0 -100.00 0
2025-08-11 13F HighTower Advisors, LLC 2,293,134 -21.67 112,432 -22.60
2025-08-12 13F Global Retirement Partners, LLC 31,039 -13.05 1,522 -14.98
2025-08-12 13F Erickson Financial Group, LLC 7,261 0.00 356 -1.11
2025-07-16 13F Stephenson National Bank & Trust 80,889 19.86 3,966 18.43
2025-08-13 13F Capital Analysts, Inc. 10,728 46.46 1
2025-07-23 13F Watershed Private Wealth Llc 102,599 20.96 5,030 19.53
2025-08-04 13F Bristlecone Advisors, LLC 94,276 -27.19 4,622 -28.05
2025-08-14 13F TCG Advisory Services, LLC 58,604 -0.08 2,873 -1.27
2025-03-18 13F Thoma Capital Management LLC 4,400 221
2025-07-07 13F Vishria Bird Financial Group, LLC 135,312 9.99 6,634 8.68
2025-07-09 13F Chesley Taft & Associates LLC 128,868 19.32 6,318 17.90
2025-07-23 13F Colony Family Offices, LLC 389,555 15.65 19,100 14.27
2025-08-12 13F Wood Tarver Financial Group, LLC 7,411 0.00 0 -100.00
2025-04-15 13F Members Wealth Llc 8,890 36.90 441 36.11
2025-08-14 13F Heritage Wealth Management, Inc. 5,190 -28.31 254 -29.25
2025-07-16 13F Patron Partners Advisors, Llc 11,819 -13.53 579 -14.60
2025-08-05 13F Golden Bell Financial Planning LLC 37,080 -2.70 1,818 -3.81
2025-07-15 13F Axis Wealth Partners, LLC 4,792 -6.28 235 -7.51
2025-08-04 13F Canton Hathaway, LLC 0 -100.00 0
2025-08-04 13F Assetmark, Inc 313,826 484.19 15,387 477.34
2025-08-05 13F GPS Wealth Strategies Group, LLC 1,000 -15.90 49 -15.52
2025-07-23 13F Roundview Capital LLC 14,282 -8.86 700 -9.91
2025-07-08 13F Rise Advisors, LLC 971 -14.97 48 -16.07
2025-07-30 13F IMG Wealth Management, Inc. 552 0.00 27 0.00
2025-07-14 13F Mechanics Bank Trust Department 9,000 441
2025-07-24 13F Summit Place Financial Advisors, LLC 0 -100.00 0
2025-07-29 13F Quotient Wealth Partners, LLC 478,904 3.68 23,481 2.45
2025-07-14 13F Maryland Capital Advisors Inc. 470 0.00 23 0.00
2025-07-30 13F Mason & Associates, LLC 75,685 -30.15 3,711 -30.99
2025-07-17 13F Park Place Capital Corp 29,393 1,438
2025-07-15 13F Norden Group Llc 21,017 2.26 1,030 1.08
2025-07-11 13F Prosperity Planning, Inc. 1,346 58.73
2025-08-18 13F/A Kestra Investment Management, LLC 905,403 14.82 44,392 13.45
2025-04-02 13F Marcum Wealth, LLC 54,483 -11.49 2,703 -12.38
2025-07-30 13F Syntegra Private Wealth Group, LLC 4,674 0.00 229 -0.87
2025-08-14 13F Snowden Capital Advisors LLC 14,016 186.98 687 183.88
2025-07-22 13F Compass Financial Group, INC/SD 18,861 -12.67 925 -13.73
2025-08-07 13F Legacy Financial Advisors, Inc. 25,709 -7.98 1,261 -9.09
2025-07-10 13F High Net Worth Advisory Group LLC 16,583 -14.93 813 -15.93
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 -100.00 0
2025-08-14 13F Benjamin Edwards Inc 100,592 11.21 4,932 9.89
2025-07-10 13F Sovran Advisors, LLC 0 -100.00 0
2025-07-10 13F Brooklyn FI, LLC 216,125 -25.94 10,597 -22.29
2025-08-12 13F Bedel Financial Consulting, Inc. 646,226 -1.83 31,684 -1.75
2025-08-14 13F Warren Averett Asset Management, LLC 624,180 -7.04 30,604 -8.15
2025-07-23 13F Nbt Bank N A /ny 560 0.00 27 0.00
2025-08-11 13F Birchbrook, Inc. 5,785 0.00 284 -1.39
2025-07-16 13F Eagle Global Advisors Llc 39,140 3.99 1,919 2.79
2025-07-17 13F LVW Advisors, LLC 20,929 -0.11 1,026 -1.25
2025-08-14 13F Aqr Capital Management Llc 24,062 -80.89 1,180 -81.13
2025-08-14 13F Great Valley Advisor Group, Inc. 114,272 -23.50 5,603 -24.41
2025-08-04 13F Ledyard National Bank 0 -100.00 0
2025-07-11 13F Weatherly Asset Management L. P. 4,650 0.00 228 -1.30
2025-08-04 13F Mayflower Financial Advisors, LLC 179,461 65.31 8,799 63.35
2025-08-08 13F Good Life Advisors, LLC 7,712 50.62 378 48.82
2025-08-14 13F Graney & King, LLC 79 1.28 4 0.00
2025-07-16 13F American National Bank 27,232 5.01 1,335 3.81
2025-07-16 13F Kendall Capital Management 4,467 -49.21 219 -49.77
2025-08-04 13F Savvy Advisors, Inc. 55,674 -12.08 2,730 -13.14
2025-08-06 13F Vestmark Advisory Solutions, Inc. 5,429 266
2025-08-12 13F Associated Banc-corp 0 -100.00 0
2025-08-07 13F CENTRAL TRUST Co 2,284 -12.86 112 -14.62
2025-08-14 13F Redwood Investment Management, Llc 5,771 -22.58 0
2025-08-14 13F Bank Of America Corp /de/ 9,710,516 -5.55 476,107 -6.67
2025-07-16 13F TCI Wealth Advisors, Inc. 29,108 1,427
2025-07-11 13F My Legacy Advisors, LLC 95,148 30.49 4,657 28.69
2025-07-28 13F Evernest Financial Advisors, LLC 19,695 6.30 966 5.01
2025-07-21 13F Cape Cod Five Cents Savings Bank 20,173 0.00 1,031 0.00
2025-07-30 13F Financial Perspectives, Inc 3,661 0.00 179 -1.10
2025-08-14 13F Sargent Investment Group, LLC 93,178 127.00 4,553 123.58
2025-08-11 13F Bell Investment Advisors, Inc 3,647 -14.67 179 -16.04
2025-08-13 13F SCS Capital Management LLC 2,039,201 -12.93 99,982 -13.97
2025-08-13 13F Baird Financial Group, Inc. 1,567,346 -6.70 76,847 -7.81
2025-07-25 13F Lodestar Private Asset Management Llc 14,675 -28.01 720 -28.88
2025-08-12 13F Proequities, Inc. 0 0
2025-07-15 13F Verum Partners LLC 4,177 -54.37 205 -55.07
2025-08-14 13F Susquehanna International Group, Llp Call 5,900 -45.37 289 -45.98
2025-07-09 13F GSG Advisors LLC 34,842 1.26 1,708 2.34
2025-07-16 13F Northern Oak Wealth Management Inc 26,688 14.98 1,309 13.64
2025-08-14 13F Susquehanna International Group, Llp Put 14,700 -86.78 721 -86.95
2025-07-15 13F Vannoy Advisory Group, Inc. 75,869 -1.53 3,720 -2.69
2025-07-21 13F West Financial Advisors, LLC 1,137,702 4.76 55,782 3.51
2025-07-14 13F Armstrong Advisory Group, Inc 26,945 11.22 1,321 8.81
2025-08-12 13F Jpmorgan Chase & Co 108,048,493 39.82 5,297,618 38.16
2025-07-28 13F WealthPlan Investment Management, LLC 6,996 343
2025-07-18 13F Benchmark Wealth Management, LLC 91,353 -6.20 4,479 -7.31
2025-08-14 13F Susquehanna International Group, Llp 98,419 -87.14 4,825 -87.29
2025-07-30 13F Capital Investment Services of America, Inc. 106,925 -10.43 5,243 -11.50
2025-07-21 13F Keystone Financial Group, Inc. 4,404 -10.74 214 -11.62
2025-07-21 13F HT Partners LLC 442,497 83.55 21,696 81.37
2025-07-25 13F Iron Financial, LLC 6,887 338
2025-08-07 13F Prospect Financial Group LLC 9,421 -19.43 462 -20.52
2025-08-05 13F Jacobson & Schmitt Advisors, Llc 185,639 -1.01 9,102 -2.18
2025-08-08 13F IMA Wealth, Inc. 2,992 0.00 147 -1.35
2025-07-31 13F Kathleen S. Wright Associates Inc. 347 -95.46 17 -95.51
2025-08-05 13F Allodium Investment Consultants, LLC 57,211 8.06 2,805 6.82
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-06-26 NP TDSB - Cabana Target Drawdown 7 ETF 219,532 10,801
2025-08-01 13F FSA Advisors, Inc. 12,576 -1.12 617 -2.38
2025-07-21 13F Single Point Partners, LLC 305,014 16.52 15 16.67
2025-07-22 13F Sutton Place Investors Llc 8,114 -24.35 398 -25.38
2025-07-30 13F Crewe Advisors LLC 4,280 0.00 210 -1.42
2025-08-05 13F Aviance Capital Partners, LLC 26,930 12.82 1,320 11.49
2025-08-07 13F Montag A & Associates Inc 2,694 0.00 132 -0.75
2025-08-06 13F OneAscent Family Office, LLC 4,542 0
2025-07-16 13F Spinnaker Investment Group, LLC 4,713 -19.37 231 -20.34
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 56,892 1.78 2,789 0.58
2025-08-12 13F OneAscent Financial Services LLC 14,695 1
2025-08-13 13F Johnson Financial Group, Inc. 2,653 17.91 130 17.12
2025-08-14 13F Pine Harbor Wealth Management, LLC 4,815 0.00 236 -0.84
2025-07-17 13F Genesis Private Wealth, Llc 136,735 7.41 6,704 6.14
2025-07-31 13F Glass Jacobson Investment Advisors llc 25,867 -6.44 1,268 -8.51
2025-08-06 13F Titan Global Capital Management Usa Llc 21,146 -12.17 1,037 -13.23
2025-08-13 13F Cerity Partners LLC 4,152,644 1.04 203,604 -0.16
2025-08-14 13F Millennium Management Llc 0 -100.00 0
2025-08-01 13F May Hill Capital, LLC 56,685 -11.91 2,779 -12.94
2025-08-14 13F Beaird Harris Wealth Management, LLC 867,590 -0.97 42,538 -2.15
2025-07-09 13F PFW Advisors LLC 11,949 -42.32 586 -43.04
2025-07-23 13F Penney Financial, LLC 54,532 87.24 2,674 84.98
2025-07-15 13F Alhambra Investment Partners LLC 14,100 0.00 691 -1.14
2025-08-01 13F Advisory Alpha, LLC 12,442 29.47 610 28.15
2025-08-07 13F Roberts Glore & Co Inc /il/ 169,097 -17.65 8,291 -18.63
2025-04-17 13F Warther Private Wealth, LLC 0 -100.00 0
2025-08-08 13F Cetera Investment Advisers 640,928 10.56 31,425 9.24
2025-07-30 13F/A Divergent Planning, LLC 276,707 0.51 13,539 -1.25
2025-07-29 13F Level Wealth Management LLC 148,846 -26.21 7,298 -27.09
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 6,872 -78.41 337 -78.72
2025-05-13 13F Hanlon Investment Management, Inc. 0 -100.00 0
2025-08-05 13F Mma Asset Management Llc 16,755 -2.93 821 -4.09
2025-07-29 13F Harbor Asset Planning, Inc. 12 1
2025-07-08 13F Lpwm Llc 63,677 306.08 3,122 301.29
2025-08-06 13F Nicholas Hoffman & Company, LLC. 9,449 1.00 463 -0.22
2025-07-21 13F Rainey & Randall Investment Management Inc. 7,870 386
2025-07-22 13F Relyea Zuckerberg Hanson LLC 23,976 -26.42 1,176 -27.29
2025-07-28 13F Davidson Investment Advisors 361,298 4.16 17,714 2.92
2025-07-23 13F Valmark Advisers, Inc. 154,270 8.57 7,564 7.28
2025-07-31 13F Opes Wealth Management LLC 55,052 15.76 2,699 14.41
2025-07-15 13F Signal Tree Financial Partners Llc 0 -100.00 0 -100.00
2025-07-24 13F MFA Wealth Services 4,376 -5.81 215 -6.96
2025-07-23 13F Litman Gregory Asset Management LLC 4,398 -37.92 216 -38.75
2025-04-22 13F Cordant, Inc. 0 -100.00 0
2025-07-14 13F Golden State Equity Partners 15,136 7.02 742 5.85
2025-07-10 13F Veridan Wealth LLC 13,529 663
2025-08-14 13F Comerica Bank 326,211 11.78 15,994 10.46
2025-07-29 13F Latitude Advisors, LLC 6,884 22.38 338 20.79
2025-07-30 13F Fairway Wealth LLC 0 -100.00 0
2025-07-25 13F Hobbs Group Advisors, LLC 10,554 517
2025-07-29 13F Regions Financial Corp 1,037,558 0.69 50,871 -0.50
2025-08-13 13F Centiva Capital, LP Call 100,000 4,903
2025-07-17 13F Johnson Bixby & Associates, LLC 23,639 -11.78 1,159 -12.79
2025-08-07 13F Meeder Advisory Services, Inc. 0 -100.00 0
2025-07-25 13F Concord Wealth Partners 0 -100.00 0
2025-08-07 13F Verus Capital Partners, Llc 10,523 1.20 516 0.00
2025-08-06 13F Quadrant Private Wealth Management, LLC 11,747 2.37 576 1.05
2025-07-16 13F Diversified Enterprises, LLC 80,135 16.54 3,929 15.15
2025-07-07 13F Centurion Wealth Management LLC 25,027 1.38 1,227 -0.81
2025-07-24 13F Acima Private Wealth, Llc 50,430 1.03 2,473 -0.16
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-08-12 13F Hanover Advisors Inc 26,851 23.22 1,317 21.74
2025-08-13 13F GeoWealth Management, LLC 1,594,827 -6.45 78,194 -7.56
2025-08-04 13F Quaker Wealth Management, LLC 175,137 8,587
2025-08-13 13F Willis Johnson & Associates, Inc. 42,808 2,099
2025-07-17 13F Gleason Group, Inc. 620,673 633.99 30,432 625.41
2025-08-13 13F Baker Avenue Asset Management, LP 80,379 -4.44 3,941 -5.56
2025-08-13 13F Cary Street Partners Financial Llc 53,618 0.17 2,629 -1.02
2025-07-18 13F Pacific Point Advisors, LLC 50,710 -7.63 2,486 -8.74
2025-08-14 13F EP Wealth Advisors, Inc. 790,174 1.45 38,742 0.25
2025-08-14 13F Sentinus, LLC 10,582 519
2025-08-15 13F Fft Wealth Management Llc 11,560 -43.72 565 -44.65
2025-08-18 13F N.E.W. Advisory Services LLC 118 0.00 6 0.00
2025-07-30 13F Sonata Capital Group Inc 60,280 1.86 3 0.00
2025-08-13 13F Mayfair Advisory Group, LLC 6,187 0.00 302 -1.31
2025-07-18 13F SOA Wealth Advisors, LLC. 1,996 0.00 98 -2.02
2025-07-29 13F Sincerus Advisory, LLC 59,897 51.05 2,909 47.84
2025-07-29 13F Chicago Partners Investment Group LLC 64,591 0.34 3,135 -0.70
2025-07-17 13F Sound Income Strategies, LLC 52 -22.39 3 -33.33
2025-07-23 13F Winthrop Advisory Group LLC 205,578 12.22 10,079 10.88
2025-07-18 13F Truist Financial Corp 699,132 -0.84 34,278 -2.02
2025-08-06 13F Founders Financial Securities Llc 11,497 -3.24 564 -3.10
2025-04-29 13F Raleigh Capital Management Inc. 0 -100.00 0
2025-07-17 13F Willow Creek Wealth Management Inc. 675,264 -12.89 33,108 -13.92
2025-07-23 13F Mullooly Asset Management, Inc. 43,007 8.82 2,109 7.50
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 263,221 13.08 13 9.09
2025-07-23 13F Pure Portfolios Holdings Llc 87,658 -5.35 4,298 -6.49
2025-08-05 13F Centennial Bank/AR/ 2,333 0.00 114 -0.87
2025-08-05 13F Sheridan Capital Management, LLC 8,550 69.31 419 67.60
2025-08-12 13F Franklin Resources Inc 6,871,298 -2.79 336,900 -3.95
2025-07-28 13F Revolve Wealth Partners, LLC 23,640 -25.35 1,159 -26.23
2025-07-23 13F First Merchants Corp 11,095 -78.29 544 -78.58
2025-04-11 13F First Affirmative Financial Network 5,680 4.51 282 3.31
2025-07-07 13F RDA Financial Network 0 -100.00 0
2025-07-17 13F TBH Global Asset Management, LLC 109,190 591.21 5,354 583.65
2025-07-25 13F Verdence Capital Advisors LLC 28,753 -1.54 1,410 -2.69
2025-08-06 13F New Millennium Group LLC 1,771 87
2025-07-17 13F CWA Asset Management Group, LLC 12,128 -20.08 595 -21.12
2025-08-14 13F Acorn Wealth Advisors, LLC 10,081 33.49 494 32.09
2025-07-25 13F PrairieView Partners, LLC 61,434 -29.51 3 -25.00
2025-08-04 13F Clear Investment Research, Llc 1,023 50
2025-08-12 13F Holderness Investments Co 0 -100.00 0
2025-07-18 13F Bridge Generations Wealth Management Llc 41 0.00 2 0.00
2025-07-09 13F Towerpoint Wealth, LLC 0 -100.00 0
2025-08-14 13F Raymond James Financial Inc 21,831,076 0.65 1,070,378 -0.55
2025-08-08 13F Firestone Capital Management 187,401 -1.30 9,188 -2.47
2025-08-11 13F Avantax Planning Partners, Inc. 167,859 -2.78 8,230 -3.93
2025-07-16 13F/A CX Institutional 285,539 -50.53 14 -50.00
2025-07-31 13F Lazard Freres Gestion S.A.S. 0 -100.00 2 0.00
2025-08-11 13F United Advisor Group, LLC 38,860 106.06 1,905 103.74
2025-07-31 13F BIP Alliance, LLC 533,216 -0.01 26,144 -1.20
2025-07-25 NP FHYVX - Franklin High Yield Tax-free Income Fund Advisor Class 2,850,000 -5.00 139,080 -8.49
2025-08-13 13F Meridian Wealth Partners, LLC 93,081 -1.66 4,564 -2.83
2025-04-15 13F SJS Investment Consulting Inc. 0 -100.00 0
2025-07-28 13F Ritholtz Wealth Management 5,310 260
2025-08-06 13F Souders Financial Advisors 32,206 6.81 1,579 5.55
2025-08-13 13F RFP Financial Group LLC 28,996 2.00 1,422 0.78
2025-07-16 13F Dakota Wealth Management 6,263 5.70 307 4.78
2025-08-13 13F Townsquare Capital Llc 17,390 -85.10 853 -85.29
2025-07-29 13F Sigma Investment Counselors Inc 15,339 -1.16 752 -2.34
2025-08-05 13F MidAtlantic Capital Management, Inc. 0 -100.00 0
2025-08-14 13F Hancock Whitney Corp 59,773 0.00 2,931 -1.18
2025-07-22 13F Hill Island Financial Llc 0 -100.00 0
2025-07-22 13F Cedar Mountain Advisors, LLC 15,516 0.00 761 -1.17
2025-08-14 13F Avid Wealth Partners LLC 53,861 22.60 2,641 21.16
2025-07-15 13F Bfsg, Llc 6,645 256.30 326 253.26
2025-08-11 13F Wealthspire Advisors, LLC 1,683,670 23.04 82,550 21.58
2025-08-14 13F Betterment LLC 482,841 355.97 24 360.00
2025-07-28 13F Holistic Planning, LLC 5,660 -5.16 277 -6.42
2025-07-31 13F City State Bank 991 0.00 49 -2.04
2025-07-28 13F Ckw Financial Group 167 0.00 0
2025-07-29 13F Financial Symmetry Inc 0 -100.00 0
2025-08-13 13F Natixis Advisors, L.p. 242,144 14.02 12 10.00
2025-08-06 13F Adviser Investments LLC 3,638,035 5.97 178,373 4.71
2025-08-11 13F Westover Capital Advisors, LLC 0 -100.00 0
2025-08-13 13F Northern Trust Corp 15,568,877 -3.29 763,342 -4.44
2025-08-13 13F Cary Street Partner Investment Advisory Llc 762 1.20 37 0.00
2025-07-17 13F Alliance Wealth Advisors, LLC 25,000 -10.71 1,226 -11.81
2025-07-31 13F Mason & Associates Inc 16,562 -24.94 812 -25.78
2025-08-05 13F RiverGlades Family Offices LLC 73,498 2.86 3,604 1.64
2025-07-24 13F Lokken Investment Group LLC 25,001 23.87 1,226 22.38
2025-07-21 13F Ashton Thomas Securities, Llc 66,488 22.13 3,260 20.66
2025-07-30 13F Wbh Advisory Inc 49,472 -31.17 2,426 -32.00
2025-08-14 13F Integrated Wealth Concepts LLC 1,202,728 8.67 58,970 7.37
2025-07-17 13F Oakworth Capital, Inc. 3,246 -76.91 159 -77.19
2025-08-12 13F Archer Investment Corp 0 -100.00 0
2025-05-15 13F AlTi Global, Inc. 0 -100.00 0
2025-07-30 13F DecisionMap Wealth Management, LLC 7,110 21.85 349 20.42
2025-08-06 13F Middleton & Co Inc/ma 31,100 0.00 1,525 -1.23
2025-07-07 13F Capital Asset Advisory Services LLC 62,814 -8.98 3,073 -10.09
2025-07-24 13F Grand Wealth Management, Llc 59,885 21.00 2,936 19.59
2025-08-05 13F Freestone Capital Holdings, LLC 35,458 -3.26 1,739 -4.40
2025-07-16 13F Newton One Investments LLC 276,260 -4.48 13,545 -5.61
2025-07-28 13F Cutler Investment Counsel Llc 17,944 -4.93 880 -6.09
2025-08-07 13F Allworth Financial LP 702,670 6.93 34,452 7.50
2025-07-07 13F Investors Research Corp 640 0.00 31 0.00
2025-08-05 13F Key FInancial Inc 979 -85.24 48 -85.41
2025-08-05 13F Dravo Bay Llc 132,782 37.79 6,510 36.16
2025-08-14 13F Financial Network Wealth Advisors LLC 2,818 0.00 138 -0.72
2025-05-15 13F Lgl Partners, Llc 0 -100.00 0
2025-08-05 13F Tsfg, Llc 2,339 0.00 0
2025-07-22 13F Peoples Bank /oh 6,041 -3.19 296 -4.21
2025-07-25 13F Wells Financial Advisors INC 18,880 0.00 926 -1.18
2025-08-01 13F Belvedere Trading LLC 1,519 74
2025-08-01 13F Belvedere Trading LLC Put 5,000 0.00 245 -1.21
2025-07-09 13F Procyon Private Wealth Partners, LLC 12,417 -0.23 609 -1.46
2025-08-14 13F Visionary Wealth Advisors 57,538 -4.25 2,821 -5.37
2025-08-14 13F Dagco, Inc. 2,348 0.82 115 0.00
2025-07-25 13F Richardson Financial Services Inc. 20,793 1,019
2025-08-18 13F Hollencrest Capital Management 7,603 -21.67 373 -22.66
2025-07-22 13F Checchi Capital Advisers, LLC 26,017 227.75 1,276 224.43
2025-08-19 13F/A Pitcairn Co 7,477 0.00 367 -1.35
2025-07-22 13F Innovative Wealth Building LLC 4,415 0.85 216 -0.46
2025-07-22 13F BridgePort Financial Solutions, LLC 13,851 679
2025-07-23 13F Bear Mountain Capital, Inc. 19,713 0.00 956 -0.93
2025-08-08 13F Meridian Wealth Management, LLC 62,993 -2.99 3,089 -4.16
2025-08-11 13F Frank, Rimerman Advisors LLC 18,423 0.01 903 -1.20
2025-07-25 13F Ackerman Capital Advisors, LLC 1,021,172 -12.66 50,068 -13.70
2025-05-06 13F BlueChip Wealth Advisors LLC 0 -100.00 0 -100.00
2025-08-11 13F Landaas & Co /wi /adv 13,726 -28.16 673 -29.01
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 105,305 38.38 5,163 36.73
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 8,400 0.00 412 -1.20
2025-08-08 13F Accredited Investors Inc. 5,284 0.00 259 -1.15
2025-07-10 13F PMV Capital Advisers, LLC 1,922 94
2025-08-01 13F American Financial & Tax Strategies Inc 119,525 7.76 5,860 6.49
2025-08-05 13F BCGM Wealth Management, LLC 79,895 34.15 3,917 32.55
2025-08-05 13F Elm Partners Management LLC 199,552 -2.32 9,784 -3.48
2025-08-05 13F Lifeworks Advisors, LLC 10,532 -4.77 516 -5.84
2025-08-14 13F Citadel Advisors Llc Call 18,100 229.09 887 226.10
2025-08-14 13F Citadel Advisors Llc 130,952 6,421
2025-08-14 13F Atomi Financial Group, Inc. 286,687 15.92 14,056 14.55
2025-08-14 13F Citadel Advisors Llc Put 43,100 -85.91 2,113 -86.07
2025-08-14 13F Mariner, LLC 3,258,439 3.70 159,757 2.46
2025-08-14 13F Shepherd Kaplan Krochuk, Llc 15,724 0.00 771 -1.28
2025-07-24 13F Forefront Analytics, LLC 21,855 1,071
2025-08-06 13F First Horizon Advisors, Inc. 321,315 6.26 15,754 5.00
2025-07-10 13F Global Financial Private Client, LLC 5,968 0.00 293 -1.35
2025-07-31 13F FSM Wealth Advisors, LLC 9,861 -0.31 483 -1.43
2025-08-06 13F Hallmark Capital Management Inc 230 -18.73 11 -21.43
2025-08-12 13F Allen Capital Group, LLC 9,107 45.04 447 43.41
2025-08-13 13F 1832 Asset Management L.P. 5,536 0.00 271 -1.09
2025-07-16 13F Independent Wealth Network Inc. 7,349 -9.23 360 -10.22
2025-07-10 13F Wedmont Private Capital 1,327,687 -2.79 64,990 -1.13
2025-08-08 13F Tortoise Investment Management, LLC 65,080 -7.35 3,191 -8.46
2025-08-11 13F Hexagon Capital Partners LLC 17,850 -0.31 875 -1.46
2025-08-14 13F Full Sail Capital, LLC 1,341,714 -5.84 65,784 -6.96
2025-08-14 13F Schwallier Wealth Management LLC 10,565 59.91 518 58.10
2025-04-24 13F Aspect Partners, LLC 0 -100.00 0
2025-07-30 13F White Lighthouse Investment Management Inc. 27,316 4.26 1,339 3.00
2025-08-05 13F Crestwood Advisors Group LLC 876,232 -33.09 42,962 -33.89
2025-08-11 13F GW&K Investment Management, LLC 43,680 0.00 2 0.00
2025-08-06 13F Hoxton Planning & Management, LLC 10,418 -11.18 511 -12.37
2025-08-13 13F My Purposeful Wealth Corp. 31,843 145.89 1,556 142.21
2025-04-24 13F Canvas Wealth Advisors, LLC 0 -100.00 0 -100.00
2025-07-22 13F McNaughton Wealth Management, LLC 63,475 -23.15 3,112 -24.06
2025-05-15 13F Alliancebernstein L.p. 0 -100.00 0 -100.00
2025-07-21 13F Ameriflex Group, Inc. 6,593 1,388.26 323 1,433.33
2025-08-11 13F Conquis Financial Llc 21,711 -0.30 1,064 -1.48
2025-08-14 13F Fiduciary Trust Co 207,930 8.68 10,195 7.38
2025-08-06 13F Valtinson Bruner Financial Planning LLC 0 -100.00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 181,432 24.52 8,896 23.03
2025-07-10 13F Hurlow Wealth Management Group, Inc. 147,712 9.11 7,242 7.82
2025-07-21 13F Financial Architects, LLC 38,925 3.48 1,908 2.25
2025-07-17 13F HB Wealth Management, LLC 22,135 51.79 1,085 50.07
2025-07-21 13F Crews Bank & Trust 10,077 0.00 494 -1.20
2025-07-09 13F Act Wealth Management, Llc 29,088 -1.40 1,426 -2.53
2025-08-06 13F Shade Tree Advisors LLC 88,889 19.79 4,358 18.36
2025-04-08 13F BTC Capital Management, Inc. 0 -100.00 0 -100.00
2025-07-11 13F Pinnacle Bancorp, Inc. 26,172 -30.31 1,283 -31.13
2025-08-13 13F Flow Traders U.s. Llc 0 -100.00 0
2025-08-07 13F Hughes Financial Services, LLC 1 0.00 0
2025-07-31 13F Fiduciary Wealth Partners, LLC 58,300 2,858
2025-08-12 13F CIBC Private Wealth Group, LLC 24,266 -35.23 1,190 -34.16
2025-08-01 13F SwitchPoint Financial Planning, LLC 36,221 -4.09 1,776 -5.23
2025-04-29 13F Sharp Financial Services, LLC 0 -100.00 0
2025-05-02 13F Grant Street Asset Management, Inc. 0 -100.00 0
2025-08-13 13F Cresset Asset Management, LLC 68,579 -18.48 3,362 -19.45
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0 -100.00
2025-07-18 13F BSW Wealth Partners 644,765 -14.22 31,613 -15.24
2025-07-23 13F L.K. Benson & Company, P.C. 59,135 30.38 2,899 28.84
2025-08-12 13F Ameritas Investment Partners, Inc. 8,694 -29.20 426 -30.05
2025-08-12 13F Passive Capital Management, LLC. 646,210 -0.71 31,619 -2.09
2025-07-24 13F Callan Family Office, LLC 14,056 0.00 689 -1.15
2025-05-14 13F 1620 Investment Advisors, Inc. 0 -100.00 0
2025-07-17 13F Janney Montgomery Scott LLC 45,638 -82.21 2 -83.33
2025-07-30 13F Greenup Street Wealth Management Llc 16,509 227.75 809 224.90
2025-08-07 13F FDx Advisors, Inc. 48,900 0.45 2 0.00
2025-08-12 13F XTX Topco Ltd 20,423 1,001
2025-08-06 13F Golden State Wealth Management, LLC 5,210 -23.96 255 -25.00
2025-05-02 13F Evergreen Private Wealth LLC 0 -100.00 0
2025-08-08 13F W.H. Cornerstone Investments Inc. 16,624 115.92 815 113.35
2025-04-11 13F Signal Advisors Wealth, LLC 0 -100.00 0
2025-07-22 13F Verus Wealth Management, Llc 47,250 -24.57 2,317 -25.48
2025-07-07 13F OMNI 360 Wealth, Inc. 5,798 6.33 284 5.19
2025-07-14 13F Abound Wealth Management 4,197 1,253.87 206 1,266.67
2025-07-17 13F Wolff Wiese Magana Llc 596 56.84 29 61.11
2025-08-12 13F Burk Holdings LLC 7,842 -1.43 384 -2.54
2025-08-07 13F Allen Investment Management LLC 630,033 -1.45 30,891 -2.62
2025-07-30 NP FSMUX - Strategic Advisers Municipal Bond Fund 4,394,271 19.14 214,440 14.77
2025-07-02 13F Central Pacific Bank - Trust Division 0 -100.00 0
2025-07-24 13F PDS Planning, Inc 241,902 2.94 11,860 1.72
2025-07-16 13F ORG Wealth Partners, LLC 4,000 0.00 196 -1.52
2025-08-15 13F Binnacle Investments Inc 5,573 69.70 273 68.52
2025-07-07 13F Trust Co 219 0.00 11 0.00
2025-08-04 13F UNIVEST FINANCIAL Corp 77,491 22.44 3,799 20.99
2025-08-01 13F Zhang Financial LLC 13,841 1.65 679 0.44
2025-07-15 13F Farrell Financial LLC 19,624 1.40 962 0.21
2025-08-11 13F VSM Wealth Advisory, LLC 64,362 -22.08 3,156 -23.01
2025-07-07 13F Aletheian Wealth Advisors LLC 34,071 0.00 1,671 -1.18
2025-08-12 13F Ascent Wealth Partners, LLC 10,026 -0.09 492 -1.21
2025-07-25 13F Sequoia Financial Advisors, LLC 1,628,647 1.06 79,853 -0.14
2025-08-13 13F Holos Integrated Wealth LLC 10,800 0.00 528 -1.50
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 6,397 -73.67 314 -74.02
2025-08-05 13F Mission Wealth Management, Lp 11,014 -11.41 540 -12.34
2025-07-03 13F Collective Family Office Llc 46,240 -18.34 2,267 -19.30
2025-07-10 13F Tompkins Financial Corp 0 -100.00 0
2025-08-08 13F Hartland & Co., LLC 152,358 -25.70 7,470 -26.58
2025-08-08 13F Bailard, Inc. 59,062 -2.76 2,896 -3.92
2025-07-22 13F Belpointe Asset Management LLC 35,989 46.09 1,765 44.35
2025-07-11 13F Rockwood Wealth Management, LLC 61,608 -42.73 3,021 -43.41
2025-07-17 13F XML Financial, LLC 0 -100.00 0
2025-08-12 13F Howe & Rusling Inc 25,091 -6.69 1,230 -7.80
2025-07-09 13F Christopher J. Hasenberg, Inc 221 0.00 11 0.00
2025-07-25 13F Apollon Wealth Management, LLC 75,468 -22.25 3,700 -23.17
2025-08-11 13F TAGStone Capital, Inc. 144,747 -9.18 7,072 100,928.57
2025-08-08 13F Keyvantage Wealth, Llc 14,574 -26.22 715 -27.14
2025-08-12 13F Forum Private Client Group LLC 28,967 14.34 1,420 12.97
2025-07-31 13F TSA Wealth Managment LLC 32,372 19.11 1,587 17.73
2025-08-14 13F Ancora Advisors, LLC 6,720 13.57 329 12.29
2025-08-04 13F IFG Advisory, LLC 28,527 37.78 1,399 36.12
2025-07-15 13F Oak Wealth Advisors LLC 30,347 -18.91 1,488 -19.88
2025-08-08 13F ERTS Wealth Advisors, LLC 0 -100.00 0
2025-08-13 13F Trustmark National Bank Trust Department 0 -100.00 0
2025-07-02 13F Helen Stephens Group, LLC 5,238 0.83 257 -0.39
2025-07-15 13F Accurate Wealth Management, LLC 12,482 -6.51 611 -5.28
2025-07-07 13F Horizons Wealth Management 12,660 5.25 621 4.03
2025-07-16 13F Embree Financial Group 13,381 656
2025-08-07 13F Lakeridge Wealth Management LLC 5,139 -10.42 252 -11.62
2025-07-23 13F Wealth Management Nebraska 7,397 0.00 362 -1.36
2025-08-14 13F Hirtle Callaghan & Co LLC 19,675 -1.19
2025-07-23 13F Values Added Financial LLC 63,703 -40.71 3,123 -41.42
2025-07-31 13F Conservest Capital Advisors, Inc. 0 -100.00 0
2025-07-31 13F Waldron Private Wealth LLC 859,205 -11.69 42,127 -12.74
2025-08-04 13F Rede Wealth, LLC 58,546 -0.39 2,871 -1.58
2025-08-13 13F Brown Advisory Inc 368,087 -36.15 18,047 -36.91
2025-08-01 13F Red Lighthouse Investment Management, Llc 3,284 1,575.51 161 1,688.89
2025-08-14 13F Becker Capital Management Inc 0 -100.00 0
2025-07-18 13F Heritage Financial Services, LLC 19,461 -23.15 954 -24.04
2025-08-01 13F Penobscot Wealth Management 5,719 20.15 280 18.64
2025-08-15 13F Orcam Financial Group 15,322 -5.11 751 -6.24
2025-08-06 13F SOUTH STATE Corp 32,058 69.60 1,572 67.66
2025-08-19 13F Wealth Group, Ltd. 0 -100.00 0
2025-04-15 13F Corrigan Financial, Inc. 182,398 2.06 9,051 1.02
2025-07-17 13F Enclave Advisors LLC 66,696 -79.25 3,270 -79.50
2025-08-08 13F Bouchey Financial Group Ltd 28,284 0.00 1,387 -1.21
2025-08-12 13F SRS Capital Advisors, Inc. 56,270 8.45 2,759 7.15
2025-04-29 13F Onyx Bridge Wealth Group LLC 0 -100.00 0
2025-07-23 13F Joel Isaacson & Co., LLC 10,756 527
2025-07-08 13F Cultivar Capital, Inc. 6,375 0.00 313 -1.27
2025-05-15 13F Proquility Private Wealth Partners, LLC 0 -100.00 0 -100.00
2025-08-26 13F/A Thrivent Financial For Lutherans 39,268 -47.82 2 -66.67
2025-07-14 13F Northland Capital Management LLC 5,360 0.00 263 -1.13
2025-08-14 13F Jane Street Group, Llc 171,925 -8.26 8,429 -9.35
2025-08-12 13F Argent Trust Co 19,046 6.93 934 5.66
2025-07-17 13F Eclectic Associates Inc /adv 26,846 40.83 1,316 39.26
2025-03-12 13F/A Private Capital Management Llc 12,750 -1.39 639 -2.45
2025-08-07 13F Sollinda Capital Management LLC 4,156 204
2025-08-06 13F Soltis Investment Advisors LLC 152,986 -4.80 7,501 -5.94
2025-08-15 13F Blue Chip Partners, Inc. 0 -100.00 0
2025-08-12 13F Clearwater Capital Advisors, LLC 17,945 52.79 880 51.03
2025-05-02 13F Archvest Wealth Advisors, Inc. 0 -100.00 0
2025-07-25 13F Transcendent Capital Group LLC 0 -100.00 0
2025-07-07 13F General Partner, Inc. 4,460 0.00 219 -1.36
2025-08-14 13F BTG Pactual Asset Management US LLC 59,120 9.95 2,899 8.62
2025-07-30 13F First Citizens Bank & Trust Co 33,356 8.18 1,635 6.93
2025-07-18 13F Liberty Capital Management, Inc. 123,569 7.21 6,059 5.93
2025-07-22 13F Apexium Financial, Lp 29,270 10.22 1,435 8.96
2025-07-16 13F Perigon Wealth Management, LLC 216,145 -14.61 10,598 -15.63
2025-07-17 13F Cyr Financial Inc. 18,538 103.87 909 101.33
2025-08-13 13F Gateway Wealth Partners, LLC 0 -100.00 0
2025-07-23 13F Lansing Street Advisors 38,938 228.01 1,909 224.11
2025-07-28 13F Elmwood Wealth Management, Inc. 63,805 1.78 3,128 0.58
2025-07-25 13F Cwm, Llc 439,613 -1.88 22 -4.55
2025-08-11 13F Aptus Capital Advisors, LLC 196,622 9.37 9,640 8.07
2025-07-16 13F Moneywise, Inc. 81,514 21.40 3,997 19.96
2025-08-07 13F Everhart Financial Group, Inc. 33,674 -6.71 1,651 -7.82
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 5,000 245
2025-07-30 13F Bleakley Financial Group, LLC 1,157,807 -21.03 56,767 -21.97
2025-08-18 13F Geneos Wealth Management Inc. 135,835 11.04 6,660 9.72
2025-07-29 13F Private Trust Co Na 18,260 -8.89 895 -9.96
2025-08-14 13F Laird Norton Trust Company, Llc 48,204 0.00 2,363 -1.17
2025-08-06 13F Stokes Family Office, LLC 86,418 -5.73 4,237 -6.84
2025-07-09 13F Alesco Advisors Llc 52,060 -11.27 2,553 -12.33
2025-08-13 13F Fisher Asset Management, LLC 73,853 -14.21 3,621 -15.22
2025-08-12 13F J.w. Cole Advisors, Inc. 66,616 -9.63 3,266 -10.69
2025-07-25 13F Quantum Financial Planning Services, Inc. 9,197 81.65 451 79.28
2025-08-01 13F Koss-Olinger Consulting, LLC 0 -100.00 0
2025-07-16 13F Tenret Co LLC 155,053 -38.53 7,602 -39.26
2025-07-29 13F Aspiriant, Llc 4,813,806 -8.06 236,021 -9.15
2025-05-15 13F Smith, Moore & Co. 0 -100.00 0
2025-08-15 13F Morgan Stanley 23,314,887 1.36 1,143,129 0.15
2025-07-29 13F Mb, Levis & Associates, Llc 306,753 2.00 15,040 0.79
2025-07-24 13F Brucke Financial, Inc. 18,629 -1.05 913 -1.40
2025-08-14 13F Ruggaard & Associates LLC 5,440 0.00 267 -1.12
2025-08-11 13F Principal Securities, Inc. 131,930 10.77 6,469 8.34
2025-07-15 13F BCS Wealth Management 16,413 96.61 1
2025-08-05 13F Navalign, LLC 29,092 43.04 1,426 41.33
2025-08-14 13F Core Wealth Advisors, Inc. 19,531 -29.17 958 -30.04
2025-07-16 13F Signaturefd, Llc 621 -98.92 30 -98.94
2025-08-14 13F First Manhattan Co 30,379 1,489
2025-06-03 13F Invst, LLC 83,032 -21.47 4,120 -22.26
2025-08-07 13F Fidelis Capital Partners, LLC 50,645 -44.35 2,475 -44.34
2025-08-27 NP VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 420,500 -54.23 20,617 -54.78
2025-08-14 13F Smartleaf Asset Management LLC 410 9.63 20 11.11
2025-07-30 13F Retirement Planning Group 30,901 -33.08 1,515 -33.87
2025-07-10 13F Moller Financial Services 360,832 -1.34 17,692 -2.51
2025-08-14 13F MidWestOne Financial Group, Inc. 19,310 0.00 947 -1.25
2025-08-14 13F Glen Eagle Advisors, LLC 40,970 0.07 2,009 -1.13
2025-07-16 13F ORG Partners LLC 19,795 969
2025-08-05 13F Westside Investment Management, Inc. 7,063 -0.98 346 -1.98
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 493 0.00 24 0.00
2025-08-11 13F NewEdge Wealth, LLC 17,437 -18.57 852 -19.87
2025-08-14 13F Fmr Llc 19,795,248 57.35 970,561 55.48
2025-08-11 13F Independent Advisor Alliance 40,896 178.81 2,005 175.79
2025-07-24 13F Us Bancorp \de\ 3,943,092 10.58 193,330 9.27
2025-08-14 13F L2 Asset Management, LLC 181,358 0.36 8,892 -0.84
2025-07-31 13F 180 Wealth Advisors, Llc 5,050 3.06 248 1.65
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 22,147 32.61 1,086 31.04
2025-07-22 13F/A Elser Financial Planning, Inc 64,086 3,142
2025-08-13 13F Icapital Wealth Llc 5,690 0.83 279 -0.71
2025-07-17 13F Mokosak Advisory Group, LLC 5,024 0.82 246 -0.40
2025-07-18 13F Northstar Group, Inc. 18,034 -13.99 884 -15.00
2025-07-11 13F Annex Advisory Services, LLC 10,645 -6.16 522 -7.30
2025-08-07 13F Legacy Advisors, LLC 0 -100.00 0
2025-08-07 13F Nwam Llc 64,556 -38.19 3,165 -38.92
2025-07-23 13F Wheelhouse Advisory Group LLC 38,023 -5.13 1,864 -6.24
2025-07-18 13F Trilogy Capital Inc. 4,825 0.00 237 -1.26
2025-08-12 13F Accredited Wealth Management, LLC 10,210 -0.78 501 -1.96
2025-07-16 13F Cahaba Wealth Management, Inc. 362,753 16.22 17,786 14.84
2025-07-30 13F Cullen/frost Bankers, Inc. 320,227 -17.80 15,701 -18.78
2025-07-11 13F SILVER OAK SECURITIES, Inc 4,445 0.00 218 -1.36
2025-08-12 13F BlackRock, Inc. 14,206 697
2025-08-08 13F Apex Wealth Management, LLC 6,486 318
2025-08-12 13F Insigneo Advisory Services, Llc 21,602 -3.04 1,059 -4.16
2025-07-29 13F Kelman-Lazarov, Inc. 84,555 -15.16 4,146 -16.18
2025-07-10 13F NorthCrest Asset Manangement, LLC 40,867 2.27 2,000 0.91
2025-04-23 13F Financial Life Planners 0 -100.00 0
2025-07-25 13F Joel Adams & Associates, Inc. 194,330 -10.50 9,528 -11.56
2025-08-13 13F American Investment Services, Inc. 68,774 10.23 3,372 8.92
2025-08-14 13F Financial Strategies Group, Inc. 43,926 -9.45 2,144 -9.04
2025-07-28 13F Private Wealth Asset Management, LLC 16,141 59.17 791 57.26
2025-07-29 13F Activest Wealth Management 0 0
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100.00 0 -100.00
2025-08-04 13F Creative Financial Designs Inc /adv 66,757 -0.12 3,273 -1.30
2025-07-23 13F Ami Investment Management Inc 189,954 11.48 9,313 10.16
2025-07-29 13F Financial Guidance Group, Inc. 78,464 -1.68 3,847 -2.83
2025-07-25 13F Keener Financial Planning LLC 17,441 128.67 1
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 13,263 -6.99 650 -8.06
2025-07-28 13F Rosenberg Matthew Hamilton 261 -32.73 13 -36.84
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 25,867 -17.51 1,268 -18.51
2025-08-04 13F Partners in Financial Planning 238,192 9.72 11,679 8.41
2025-08-07 13F Americana Partners, LLC 18,235 0.00 894 -1.11
2025-07-31 13F Harbour Investment Management Llc 24,945 0.00 1,223 -1.13
2025-08-14 13F Stifel Financial Corp 1,307,093 5.37 64,087 4.12
2025-08-12 13F State Farm Mutual Automobile Insurance Co 22,269 126.89 1,092 124.02
2025-07-07 13F Avenue 1 Advisors, LLC 13,507 22.03 662 20.58
2025-08-06 13F Nvwm, Llc 38 137.50 2
2025-08-11 13F Regal Investment Advisors LLC 36,517 7.06 1,790 5.79
2025-07-24 13F Jfs Wealth Advisors, Llc 814,027 2.04 39,912 0.83
2025-08-05 13F Sigma Planning Corp 18,226 2.09 894 0.90
2025-08-14 13F Mercer Global Advisors Inc /adv 6,404,360 1.48 314,006 0.27
2025-07-24 13F Robertson Stephens Wealth Management, LLC 76,035 -32.62 3,728 -33.43
2025-05-14 13F REAP Financial Group, LLC 0 -100.00 0
2025-08-11 13F Rockbridge Investment Management, LCC 64,838 0.00 3,179 -1.18
2025-07-23 13F Intergy Private Wealth, LLC 26,783 1.56 1,313 0.38
2025-08-14 13F Note Advisors, LLC 27,041 -19.75 1,326 -20.71
2025-07-22 13F Valeo Financial Advisors, LLC 80,537 -51.55 3,949 -52.13
2025-07-23 13F Steel Peak Wealth Management LLC 61,110 3.36 2,996 2.15
2025-05-07 13F Spectrum Wealth Counsel, LLC 3,179 0.00 158 -1.26
2025-08-14 13F Eaton-Cambridge Inc. 22,013 7.79 1,079 6.52
2025-07-17 13F Keystone Global Partners, LLC 371,980 34.48 18,238 32.88
2025-08-11 13F Mosaic Advisors LLC 0 -100.00 0
2025-07-31 13F Buckingham Strategic Partners 67,162 53.21 3,293 51.36
2025-08-07 13F W Advisors, Llc 25,140 -12.75 1,233 -13.79
2025-07-09 13F Dynamic Advisor Solutions LLC 56,146 3.04 2,753 1.81
2025-08-08 13F Burling Wealth Partners, Llc 13,139 644
2025-08-14 13F LM Advisors LLC 11,155 0.00 1
2025-07-31 13F Resonant Capital Advisors, LLC 549,677 6.92 26,951 5.64
2025-07-16 13F Magnus Financial Group LLC 14,888 32.51 730 30.88
2025-08-05 13F Dynasty Wealth Management, Llc 114,975 2.57 5,637 1.35
2025-07-24 13F Agate Pass Investment Management, LLC 8,807 -4.97 432 -6.10
2025-08-06 13F AE Wealth Management LLC 10,931 -1.96 536 -3.25
2025-07-17 13F Capital Insight Partners, Llc 24,999 -6.19 1,226 -7.34
2025-07-23 13F Kingswood Wealth Advisors, Llc 0 -100.00 0 -100.00
2025-07-30 13F Towneley Capital Management, Inc / DE 328,977 3.59 16,130 2.35
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-09-05 13F/A Prospera Capital Management, LLC 23,348 1,145
2025-08-14 13F LifePlan Investment Advisors, Inc. 86,045 0.58 4,219 -0.64
2025-08-05 13F Huntington National Bank 1,878 1,875.79
2025-08-05 13F Fourth Dimension Wealth, LLC 1,100 0.00 54 -1.85
2025-07-14 13F Southland Equity Partners LLC 16,809 0.00 824 -1.20
2025-07-09 13F Wolff Financial Management Llc 19,762 0.47 1
2025-07-24 13F Financial Connections Group, Inc. 79 -99.77 0 -100.00
2025-08-11 13F Pineridge Advisors LLC 8,727 -5.67 428 -6.97
2025-07-31 13F Jordan Park Group LLC 480,439 3.08 23,556 1.86
2025-08-12 13F Integrated Advisors Network LLC 114,254 75.59 5,602 73.51
2025-08-06 13F Ethos Financial Group, LLC 23,172 -11.72 1,136 -12.75
2025-08-07 13F King Luther Capital Management Corp 5,494 -10.17
2025-08-12 13F FourThought Financial Partners, LLC 74,427 0.01 3,649 -1.16
2025-07-23 13F SpringVest Wealth Management LLC 10,553 -2.29 517 -3.36
2025-08-04 13F Whalen Wealth Management Inc. 5,525 2.39 271 1.12
2025-05-15 13F Hilltop Holdings Inc. 0 -100.00 0
2025-07-18 13F Naples Global Advisors, Llc 38,808 0.65 1,903 -0.58
2025-07-29 13F Signature Estate & Investment Advisors Llc 9,029 0.01 443 -1.12
2025-08-01 13F Schmidt P J Investment Management Inc 92,579 -1.70 4,539 -2.87
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 206,276 12.17 10,114 10.84
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0
2025-08-08 13F Intrua Financial, LLC 0 -100.00 0
2025-07-22 13F Journey Beyond Wealth, LLC 18,536 -37.36 909 -38.15
2025-08-12 13F PKS Advisory Services, LLC 14,970 -2.55 734 -3.81
2025-07-29 NP DNMZX - PGIM NATIONAL MUNI FUND Class Z 103,000 5,026
2025-08-05 13F Everest Management Corp. 4,624 0.50 227 -0.88
2025-08-06 13F Thompson Siegel & Walmsley Llc 1,016,108 -10.79 50 -12.50
2025-08-08 13F Kingsview Wealth Management, LLC 87,631 -15.86 4,297 -16.86
2025-07-07 13F First Citizens Financial Corp 6,214 7.53 305 6.29
2025-07-15 13F Mather Group, Llc. 865,400 -11.25 42,431 -12.30
2025-08-07 13F Fonville Wealth Management LLC 4,703 0.00 231 -1.29
2025-08-13 13F Nicolet Advisory Services, Llc 533,882 -4.31 26,069 -3.66
2025-08-14 13F Financial Engines Advisors L.L.C. 790,561 -4.78 38,761 -5.91
2025-07-30 13F Forum Financial Management, LP 184,815 220.85 9,061 217.04
2025-05-15 13F Two Sigma Securities, Llc 0 -100.00 0 -100.00
2025-08-12 13F Prudential Financial Inc 205,500 1,041.67 10,076 1,028.22
2025-08-13 13F EverSource Wealth Advisors, LLC 84,373 80.09 4,137 77.97
2025-08-14 13F Keebeck Wealth Management, LLC 201,847 -2.57 9,897 -3.73
2025-07-10 13F Orgel Wealth Management, LLC 2,926,845 19.13 143,503 17.71
2025-08-06 13F Savant Capital, LLC 1,529,950 15.79 75,013 14.41
2025-07-09 13F Massmutual Trust Co Fsb/adv 1,903 0.00 93 -1.06
2025-08-05 13F Cherry Tree Wealth Management, LLC 112,775 39.15 5,529 37.50
2025-05-08 13F Aldebaran Financial Inc. 0 -100.00 0
2025-07-31 13F Sage Mountain Advisors LLC 18,277 0.21 896 -0.88
2025-08-05 13F Northcape Wealth Management, Llc 8,108 398
2025-07-30 13F D.a. Davidson & Co. 17,142 65.77 840 63.74
2025-08-04 13F Human Investing LLC 21,201 -11.08 1,039 -12.17
2025-08-11 13F Wealthgarden F.s. Llc 15,467 -11.54 753 -13.26
2025-08-13 13F Edgestream Partners, L.P. 59,906 -6.28 2,937 -7.38
2025-08-13 13F Lido Advisors, LLC 253,122 -11.23 12,411 -12.29
2025-05-12 13F Wambolt & Associates, LLC 0 -100.00 0
2025-08-13 13F Kuhn & Co Investment Counsel 45,487 11.71 2,230 10.40
2025-07-08 13F Arlington Trust Co LLC 3,351 0.00 164 -1.20
2025-07-25 13F Avion Wealth 0 -100.00 0
2025-07-23 13F Elevate Wealth Advisory, Inc 16,828 0.00 825 -1.20
2025-07-29 13F Financial Futures Ltd Liability Co. 4,938 13.65 242 12.56
2025-07-28 13F Sterling Financial Planning, Inc. 62,933 0.86 3,086 -0.32
2025-08-06 13F Cloud Capital Management, LLC 0 -100.00 0
2025-08-01 13F Gwn Securities Inc. 0 -100.00 0
2025-08-13 13F Hendershot Investments Inc. 0 -100.00 0
2025-07-21 13F Triad Wealth Partners, LLC 8,305 70.05 407 68.18
2025-08-12 13F Shakespeare Wealth Management, Inc. 33,018 22.61 1,619 21.11
2025-07-30 13F Roman Butler Fullerton & Co 10,259 13.99 498 13.96
2025-08-06 13F Modera Wealth Management, LLC 640,069 -6.18 31,383 -7.30
2025-07-22 13F Windward Private Wealth Management Inc. 5,722 -78.82 281 -79.10
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 296,771 19.61 14,543 18.31
2025-07-23 13F Woodside Wealth Management LLC 2,532 0.00 124 -0.80
2025-08-14 13F Engineers Gate Manager LP 0 -100.00 0
2025-08-05 13F Mason Investment Advisory Services, Inc. 12,603 0.83 618 -0.48
2025-07-10 13F Strathmore Capital Advisors, Inc. 34,091 1,669
2025-07-18 13F Access Financial Services, Inc. 26,950 1,321
2025-07-29 13F Uhlmann Price Securities, Llc 5,783 34.27 284 32.86
2025-08-13 13F Great Diamond Partners, LLC 4,365 0.00 214 -0.93
2025-08-12 13F Eldridge Investment Advisors, Inc. 17,387 -22.59 850 -23.49
2025-08-19 13F Anchor Investment Management, LLC 0 -100.00 0
2025-07-30 13F Studio Investment Management Llc 9,270 -41.18 455 -41.94
2025-08-07 13F Apeiron RIA LLC 27,798 37.31 1,363 35.66
2025-08-12 13F Laurel Wealth Advisors LLC 1,984,861 4,903.05 40 -97.97
2025-04-14 13F Eagle Wealth Strategies Llc 0 -100.00 0
2025-07-22 13F Mascoma Wealth Management LLC 5,505 0.00 270 -1.47
2025-08-12 13F Charles Schwab Investment Management Inc 24,661,592 -20.16 1,209,158 -21.11
2025-05-13 13F Mill Creek Capital Advisors, LLC 0 -100.00 0 -100.00
2025-07-18 13F TruNorth Capital Management, LLC 1,500 -71.38 74 -71.92
2025-08-06 13F Wsfs Capital Management, Llc 40,232 2.28 1,973 1.08
2025-08-13 13F Transce3nd, LLC 27,575 -13.00 1,352 -14.06
2025-07-31 13F Wealthfront Advisers Llc 20,916,716 -8.74 1,025,547 -9.83
2025-08-14 13F IHT Wealth Management, LLC 56,097 -30.09 2,750 -30.90
2025-08-14 13F Fairview Capital Investment Management, Llc 44,000 -67.12 2,157 -67.51
2025-08-27 13F Seneca Financial Advisors LLC 299,745 31.89 14,697 30.33
2025-07-29 13F Stordahl Capital Management, Inc. 9,900 55.20 485 53.48
2025-08-12 13F Bokf, Na 0 -100.00 0
2025-08-04 13F Spire Wealth Management 47,332 -25.62 2,321 -26.51
2025-08-12 13F Seeds Investor Llc 184,335 44.81 9,038 43.08
2025-07-17 13F Leverty Financial Group, LLC 5,585 -69.26 274 -69.70
2025-08-19 13F Asset Dedication, LLC 1,586 78
2025-07-25 13F LRI Investments, LLC 4,236 -1.44 208 -2.82
2025-07-31 13F Brighton Jones Llc 7,892 387
2025-08-15 13F Captrust Financial Advisors 373,704 22.63 18,323 21.17
2025-08-07 13F Brio Consultants, LLC 9,963 -68.24 488 -68.64
2025-08-04 13F Atria Investments Llc 84,506 -27.97 4,143 -28.83
2025-08-15 13F High Falls Advisors, Inc 141,315 54.75 6,929 52.90
2025-07-10 13F Security National Bank 1,058 -73.93 52 -74.63
2025-07-18 13F Magnolia Private Wealth, LLC 14,067 -45.13 690 -45.83
2025-08-12 13F Financial Advocates Investment Management 12,001 -21.49 588 -22.43
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-07-17 13F Mustard Seed Financial, LLC 92,970 37.05 4,558 35.41
2025-07-15 13F Revisor Wealth Management LLC 21,969 14.73 1,075 13.16
2025-08-08 13F Empower Advisory Group, LLC 332,078 -3.43 16,282 -4.58
2025-08-12 13F Lodestone Wealth Management LLC 4,950 243
2025-08-13 13F Northwestern Mutual Wealth Management Co 35,166,659 1.94 1,724,221 0.73
2025-07-09 13F Riversedge Advisors, Llc 303,926 17.14 14,902 15.74
2025-04-21 13F Catalina Capital Group, LLC 0 -100.00 0
2025-07-09 13F Sapient Capital Llc 18,438 904
2025-07-28 13F Founders Grove Wealth Partners, Llc 21,286 -41.52 1,044 -42.22
2025-04-29 13F Financial Network Wealth Management LLC 14,294 -33.63 1 -100.00
2025-07-17 13F San Luis Wealth Advisors LLC 279,910 -27.25 14 -31.58
2025-07-16 13F Spirepoint Private Client, Llc 180,599 -3.83 8,855 -4.98
2025-07-29 13F Stratos Wealth Partners, LTD. 145,095 -19.12 7,114 -20.08
2025-07-09 13F OLIO Financial Planning 95,448 39.84 4,680 38.19
2025-07-23 13F Optas, LLC 15,166 -49.93 744 -50.53
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 125 0.00 6 0.00
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 22,401 0.00 1,098 -1.17
2025-05-05 13F Morningstar Investment Services LLC 78,929 -45.82 4 -57.14
2025-06-26 NP CLSM - Cabana Target Leading Sector Moderate ETF 346,251 17,036
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 -100.00 0
2025-08-08 13F Truepoint, Inc. 45,589 81.05 2,235 78.94
2025-07-22 13F Glassy Mountain Advisors, Inc. 43,517 1.06 2,134 -0.14
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-07-07 13F Kings Path Partners LLC 29,632 8.28 1,453 7.00
2025-08-14 13F Quantinno Capital Management LP 35,763 -55.75 1,753 -56.28
2025-08-12 13F Putnam Fl Investment Management Co 52,178 -10.59 2,558 -11.64
2025-08-14 13F Balanced Rock Investment Advisor 11,956 -91.58 586 -91.68
2025-04-24 13F Wright Fund Managment, LLC 0 -100.00 0
2025-07-17 13F Global Trust Asset Management, LLC 425 0.00 21 -4.76
2025-08-07 13F Shared Vision Wealth Group LLC 65,770 3.07 3,202 1.11
2025-07-28 13F Verisail Partners, LLC 24,544 0.00 1,203 -1.15
2025-08-06 13F Spurstone Advisory Services, LLC 32 -97.15 2 -98.18
2025-08-14 13F Aprio Wealth Management, LLC 202,390 22.58 9,923 21.13
2025-07-08 13F Braun-Bostich & Associates Inc. 4,487 -57.61 220 -58.29
2025-07-24 13F Morton Brown Family Wealth, LLC 2,716 133
2025-07-10 13F Anderson Hoagland & Co 350,758 9.13 17,198 10.93
2025-08-06 13F Wedbush Securities Inc 32,300 28.58 2 0.00
2025-05-09 13F Hemington Wealth Management 0 -100.00 0
2025-07-15 13F Attessa Capital LLC 4,600 0.00 226 -1.32
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 63,790 -0.64 3,128 -1.82
2025-07-29 13F Wealthstream Advisors, Inc. 0 -100.00 0
2025-07-24 13F Galvin, Gaustad & Stein, LLC 51,195 -18.37 2,510 -19.34
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-08-08 13F TD Capital Management LLC 85,211 -1.64 4,178 -2.82
2025-08-11 13F One Capital Management, LLC 852,185 36.55 41,783 34.92
2025-07-22 13F Global Strategic Investment Solutions, LLC 571,274 614.62 28,010 606.23
2025-07-28 13F Jordan Park Trust Co LLC 11,404 559
2025-07-28 13F Cypress Wealth Services, LLC 34,873 12.14 1,710 10.76
2025-07-15 13F Garrett Investment Advisors LLC 140,416 -28.80 6,885 -29.65
2025-07-29 13F Swmg, Llc 0 -100.00 0
2025-08-05 13F Continuum Wealth Advisors, Llc 0 -100.00 0
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 148,787 -37.53 7,295 -36.84
2025-08-13 13F Financial Freedom, LLC 38,947 -1.49 1,910 -2.65
2025-07-25 NP FMDTX - Franklin Maryland Tax-free Income Fund Class A1 0 -100.00 0 -100.00
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-07-25 NP FXCTX - Franklin Connecticut Tax-free Income Fund Class A1 0 -100.00 0 -100.00
2025-07-17 13F LifeGoal Wealth Advisors 7,104 -53.65 348 -54.21
2025-07-31 13F West Michigan Advisors, Llc 10,387 0.31 509 -0.78
2025-07-25 NP FRPAX - Franklin Pennsylvania Tax-free Income Fund Class A1 0 -100.00 0 -100.00
2025-05-12 13F Sandy Spring Bank 3,059 0.79 152 -0.66
2025-07-29 13F Liberty Square Wealth Partners Llc 6,787 0.00 333 -1.19
2025-09-02 13F/A FSC Wealth Advisors, LLC 7,465 2.25 366 1.10
2025-07-14 13F Narus Financial Partners, LLC 11,526 4.07 565 2.91
2025-04-25 13F Almanack Investment Partners, LLC. 0 -100.00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 58 3
2025-07-15 13F Capstone Capital Wealth Advisors 178,706 1.73 8,762 0.52
2025-07-30 13F MEMBERS Trust Co 2,351,684 -2.97 115,303 -4.12
2025-07-15 13F Gpwm Llc 380,344 8.71 18,648 7.42
2025-07-15 13F Traction Financial Partners, LLC 79,250 -14.96 3,886 -15.96
2025-07-17 13F/A Capital Investment Advisors, LLC 10,064 -4.18 493 -5.37
2025-08-15 13F Stonebridge Capital Advisors LLC 112,419 3.96 5,512 2.72
2025-08-11 13F Theory Financial Llc 55,834 -0.54 2,718 -2.44
2025-07-30 13F/A KPP Advisory Services LLC 4,764 0.00 234 -1.27
2025-08-06 13F Commonwealth Equity Services, Llc 970,763 -21.11 48 -22.95
2025-08-04 13F Keybank National Association/oh 286,941 80.41 14,069 78.28
2025-08-04 13F BLB&B Advisors, LLC 24,130 0.00 1,183 -1.17
2025-07-25 NP FMISX - Franklin Massachusetts Tax-free Income Fund Class A1 0 -100.00 0 -100.00
2025-07-25 NP FRVAX - Franklin Virginia Tax-free Income Fund Class A1 0 -100.00 0 -100.00
2025-07-11 13F Mallini Complete Financial Planning LLC 196,404 10.46 9,630 9.15
2025-07-16 13F Essex Financial Services, Inc. 8,095 -25.46 397 -26.39
2025-08-12 13F Pathstone Holdings, LLC 2,167,637 120.33 106,279 117.58
2025-07-25 NP FRNJX - Franklin New Jersey Tax-free Income Fund Class A1 0 -100.00 0 -100.00
2025-07-23 13F Country Club Bank /gfn 43,191 -2.78 2,115 -3.86
2025-08-07 13F Mayport, Llc 12,955 -2.90 635 -4.08
2025-07-25 NP FNYTX - Franklin New York Tax-free Income Fund Class A1 0 -100.00 0 -100.00
2025-08-01 13F Envestnet Asset Management Inc 8,963,105 4.29 439,461 3.05
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100.00 0
2025-07-25 NP FXNCX - Franklin North Carolina Tax-free Income Fund Class A1 0 -100.00 0 -100.00
2025-04-28 13F Pinnacle Financial Partners Inc 579,569 2.61 28,998 0.83
2025-08-14 13F Lazard Asset Management Llc 25 4.17
2025-07-18 13F Wetzel Investment Advisors, Inc. 17,579 -8.74 862 -9.84
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-08-12 13F Umpqua Bank 20,430 0.00 999 -1.38
2025-07-17 13F Chatham Capital Group, Inc. 58,115 -6.14 2,849 -7.26
2025-07-17 13F XY Planning Network, Inc. 4,156 -2.65 204 -3.79
2025-07-23 13F TPG Financial Advisors, LLC 64,217 -27.74 3,149 -28.60
2025-08-12 13F Segall Bryant & Hamill, Llc 0 -100.00 0
2025-08-05 13F NewSquare Capital LLC 13,298 1.73 652 0.62
2025-07-09 13F Keystone Wealth Services, LLC 13,804 7.04 677 5.79
2025-07-25 13F Bill Few Associates, Inc. 6,334 0.00 311 -1.27
2025-07-29 13F ShoreHaven Wealth Partners, LLC 22,852 33.20 1,120 31.61
2025-08-14 13F Main Street Financial Solutions, LLC 47,957 2.93 2,351 1.73
2025-07-10 13F Fulton Bank, N.a. 59,135 7.85 2,899 6.58
2025-07-24 13F IFP Advisors, Inc 79,878 -8.64 3,916 -9.73
2025-08-11 13F Root Financial Partners, LLC 26,622 51.52 1,305 49.83
2025-04-21 13F Accelerate Investment Advisors LLC 0 -100.00 0
2025-08-07 13F Prairieview Wealth Partners, Llc 11,886 -88.38 583 -88.54
2025-08-07 13F Cahill Financial Advisors Inc 26,021 -2.24 1,276 -3.41
2025-07-15 13F Brewster Financial Planning LLC 36,745 12.51 1,802 11.17
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 3,111 0.00 153 -1.30
2025-08-11 13F Brown Wealth Management, Llc 124,287 80.67 6,094 78.52
2025-07-29 13F FLC Capital Advisors 14,250 12.09 699 10.79
2025-08-05 13F Bank of New York Mellon Corp 1,284,644 2.08 62,986 0.87
2025-07-25 13F ONE Advisory Partners, LLC 162,999 10.61 7,912 8.19
2025-08-13 13F Jump Financial, LLC 400,000 19,612
2025-06-26 NP TDSC - Cabana Target Drawdown 10 ETF 152,664 7,511
2025-07-25 13F Atria Wealth Solutions, Inc. 84,034 -36.76 4,119 -37.52
2025-07-01 13F Private Client Services, Llc 17,903 36.98 878 35.34
2025-08-05 13F Tiaa Trust, National Association 12,455,750 1.70 610,703 0.49
2025-08-19 13F Cape Investment Advisory, Inc. 4,484 469.76 220 461.54
2025-07-11 13F Busey Wealth Management 34,996 -2.58 1,716 -3.76
2025-07-22 13F Wealthcare Advisory Partners LLC 83,560 -24.71 4,097 -25.61
2025-05-05 13F Peterson Wealth Services 0 -100.00 0
2025-07-11 13F Physician Wealth Solutions Inc. 194,856 -29.94 9,554 -30.77
2025-08-11 13F WPG Advisers, LLC 20,111 12.53 986 11.29
2025-08-08 13F Avalon Trust Co 994 49
2025-08-11 13F Brown Brothers Harriman & Co 34,102 1,768.60 1,672 1,757.78
2025-08-19 13F Advisory Services Network, LLC 105,310 27.32 5,126 24.90
2025-07-15 13F MCF Advisors LLC 3,678 -85.88 180 -86.07
2025-08-14 13F FC Advisory LLC 22,322 5.50 1,094 4.29
2025-07-22 13F Vested Financial Planning, LLC 103,354 20.79 5,067 19.36
2025-08-11 13F PAX Financial Group, LLC 5,488 9.76 269 8.47
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 0 -100.00 0
2025-08-13 13F Victory Financial Group, Llc 6,655 -50.81 326 -51.42
2025-04-23 13F Sabal Trust CO 0 -100.00 0
2025-08-14 13F/A Skopos Labs, Inc. 587 1,924.14 29 2,700.00
2025-07-10 13F Sunflower Bank, N.A. 855,462 5.24 41,943 3.99
2025-08-07 13F Alpha Cubed Investments, LLC 9,288 31.20 455 29.63
2025-08-14 13F Modern Wealth Management, LLC 70,577 123.59 3,460 120.95
2025-04-30 13F First Interstate Bank 0 -100.00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,782,825 5.65 87,425 4.40
2025-07-30 13F Brookstone Capital Management 371,638 5.80 18,221 4.54
2025-08-11 13F Blue Bell Private Wealth Management, Llc 22 0.00 1 0.00
2025-07-22 13F Miracle Mile Advisors, LLC 162,588 2.38 7,972 1.15
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Diversified Income ETF 12,197 598
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 25,664 -10.31 1,258 -11.35
2025-08-06 13F Rialto Wealth Management, LLC 42,312 19.56 2,075 18.11
2025-08-11 13F Culbertson A N & Co Inc 36,500 11.62 1,790 10.30
2025-07-25 13F Concurrent Investment Advisors, LLC 97,027 24.73 4,757 23.27
2025-07-24 13F Leo Wealth, LLC 13,834 19.85 678 18.53
2025-05-15 13F Logan Stone Capital, LLC 0 -100.00 0
2025-07-21 13F Ascent Group, LLC 118,893 8.59 5,829 7.31
2025-07-23 13F Eagle Rock Investment Company, Llc 107,690 5.56 5,280 4.33
2025-07-21 13F Ameritas Advisory Services, LLC 13,688 -53.29 671 -54.20
2025-08-04 13F AlphaStar Capital Management, LLC 4,170 204
2025-08-14 13F Royal Bank Of Canada 3,619,658 111.57 177,472 109.05
2025-05-05 13F Dahring | Cusmano Llc 0 -100.00 0
2025-07-15 13F RTD Financial Advisors, Inc. 195,551 12.38 9,588 11.04
2025-08-13 13F Bernardo Wealth Planning LLC 26,701 -0.45 1 0.00
2025-07-09 13F Roth Financial Partners LLC 255,174 -8.11 12,510 -9.20
2025-07-22 13F JP Wealth Management, Inc. 13,000 0.00 637 -1.24
2025-08-07 13F Winthrop Capital Management, LLC 114 0.00 0
2025-08-12 13F NFP Retirement, Inc. 20,086 -39.76 985 -40.51
2025-08-12 13F Boxwood Ventures, Inc. 20,380 0.00 999 -1.19
2025-07-14 13F Foster Group, Inc. 911,526 17.61 44,692 16.21
2025-07-17 13F Heritage Investment Group, Inc. 814,860 11.28 39,953 9.96
2025-07-24 13F Von Berge Wealth Management Group, LLC 27,995 0.24 1,361 -0.15
2025-08-01 13F Transcend Wealth Collective, Llc 52,009 -4.94 2,550 -6.04
2025-08-08 13F Smithfield Trust Co 218,242 -4.16 11 -9.09
2025-08-12 13F Fairscale Capital, LLC 3,549 -36.64 173 -37.91
2025-08-04 13F Pinnacle Associates Ltd 106,998 39.17 5,246 37.55
2025-08-14 13F Ausdal Financial Partners, Inc. 11,235 6.74 551 5.36
2025-04-10 13F Long Run Wealth Advisors, LLC 0 -100.00 0
2025-07-11 13F Trinity Wealth Management, LLC 11,436 4.75 561 3.51
2025-07-24 13F Stonebridge Financial Group, LLC 313,302 0.48 15,361 -0.72
2025-07-28 13F Mutual Advisors, LLC 22,311 -19.70 1,083 -20.19
2025-08-11 13F HHM Wealth Advisors, LLC 34,660 -4.67 1,699 -5.82
2025-08-06 13F SP Asset Management LLC 54,320 -5.69 2,663 -6.82
2025-07-15 13F Perennial Advisors, LLC 23,363 -10.31 1,145 -11.38
2025-05-12 13F Waterloo Capital, L.P. 0 -100.00 0
2025-07-10 13F American Financial Advisors, LLC 6,774 0.33 332 -0.90
2025-05-07 13F Drive Wealth Management, Llc 0 -100.00 0
2025-07-22 13F Valley National Advisers Inc 511 0.00 0
2025-08-06 13F Atlas Legacy Advisors, LLC 9,119 19.53 447 18.25
2025-08-06 13F Atlantic Union Bankshares Corp 3,083 151
2025-07-16 13F Highline Wealth Partners Llc 36,126 -0.44 1,771 -1.61
2025-08-04 13F Daymark Wealth Partners, Llc 25,610 13.57 1,256 12.25
2025-08-11 13F Compass Capital Corp /ma/ /adv 4,595 5.32 225 6.67
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 8,677 2.67 425 1.43
2025-07-09 13F Brand Asset Management Group, Inc. 5,626 -43.23 276 -43.99
2025-07-10 13F Western Pacific Wealth Management, LP 157 0.64 8 0.00
2025-07-25 13F RHS Financial, LLC 0 -100.00 0
2025-08-25 13F Hilltop Partners LLC 35,592 -3.68 1,745 -4.80
2025-07-29 13F Foster & Motley Inc 287,579 -1.55 14 0.00
2025-07-14 13F Painted Porch Advisors LLC 125 0.00 6 0.00
2025-08-13 13F M&t Bank Corp 764,792 0.47 37,498 -0.73
2025-08-14 13F Sterling Wealth Management, Inc. 7,262 0.00 356 -2.20
2025-07-24 13F McKinley Carter Wealth Services, Inc. 4,665 -87.11 229 -87.30
2025-08-14 13F Arete Wealth Advisors, LLC 6,438 0.88 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 47,223 -4.49 2,315 -5.63
2025-07-17 13F Mattern Wealth Management LLC 4,482 0.00 220 -1.35
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 39,281 5.65 1,926 4.39
2025-07-23 13F Dohj, Llc 11,175 0.22 543 -1.81
2025-08-14 13F Sei Investments Co 13,204,759 30.61 647,430 29.05
2025-08-14 13F Stage Harbor Financial, Llc 110,933 -1.25 5,439 -2.40
2025-07-17 13F Lakewood Asset Management LLC 24,954 9.49 1,224 8.23
2025-04-04 13F Webster Bank, N. A. 0 -100.00 0
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-07-17 13F Asio Capital, LLC 208,180 10,207
2025-07-29 13F Ariston Services Group 10,807 0.52 530 -0.75
2025-08-12 13F Wayfinding Financial, LLC 6,163 -44.03 0
2025-07-10 13F ARS Wealth Advisors Group, LLC 12,250 0.00 601 -1.15
2025-08-13 13F Wrenne Financial Planning LLC 92,151 86.57 4,518 84.41
2025-08-14 13F Glenview Trust Co 69,173 6.36 3,392 5.08
2025-08-04 13F Premier Path Wealth Partners, LLC 53,806 839.19 2,638 828.87
2025-08-12 13F Martin Worley Group 20,045 31.58 983 30.07
2025-08-25 13F Silverlake Wealth Management Llc 31,957 1,567
2025-08-08 13F Croban 21,855 6.17 1,071 4.90
2025-07-22 13F Merit Financial Group, LLC 354,384 65.39 17,375 63.42
2025-07-21 13F Pflug Koory, LLC 407 0.99 20 -5.00
2025-08-14 13F Sunbelt Securities, Inc. 162 -49.53 8 -46.67
2025-08-08 13F Advyzon Investment Management, LLC 59,456 -9.17 2,915 -10.22
2025-07-18 13F O'ROURKE & COMPANY, Inc 55,025 0.29 2,698 -0.92
2025-07-22 13F Steele Capital Management, Inc. 52,205 -30.68 2,560 -31.50
2025-08-07 13F Commerce Bank 39,398 -10.09 1,932 -11.18
2025-07-18 13F Nabity-Jensen Investment Management Inc 7,766 -4.99 381 -6.17
2025-07-22 NP DMFFX - Destinations Municipal Fixed Income Fund Class I 106,806 -53.99 5,212 -55.68
2025-08-07 13F Traynor Capital Management, Inc. 0 -100.00 0
2025-07-22 13F Rochester Wealth Strategies, LLC 126,407 6,198
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 453 0.00 0
2025-07-24 13F Eastern Bank 2,287 45.21 112 43.59
2025-08-08 13F Larson Financial Group LLC 1,616 73.95 79 71.74
2025-08-27 13F Tribridge Partners Financial LLC 9,061 0
2025-07-25 13F One Degree Advisors Inc 110,181 0.77 5 0.00
2025-07-11 13F LongView Wealth Management 5,702 280
2025-07-17 13F K2 Financial Inc. 99,684 24.25 4,857 25.19
2025-07-09 13F Hummer Financial Advisory Services Inc 9,600 0.00 471 -1.26
2025-08-14 13F UBS Group AG 3,699,419 -29.23 181,383 -30.07
2025-08-11 13F United Capital Financial Advisers, Llc 32,936 87.56 1,615 85.30
2025-07-18 13F Vicus Capital 86,992 28.79 4,265 27.28
2025-07-22 13F Aspire Private Capital, LLC 148,779 -32.32 7,295 -33.13
2025-07-17 13F Albion Financial Group /ut 4,212 2.73 207 1.48
2025-07-24 13F Blair William & Co/il 89,550 35.68 4,391 34.09
2025-07-25 13F Ellis Investment Partners, LLC 8,588 1.93 421 0.72
2025-07-17 13F Astoria Strategic Wealth, Inc. 575,009 -0.69 28,193 -1.87
2025-07-30 13F Blume Capital Management, Inc. 154,575 -12.10 7,579 -13.15
2025-07-25 13F Hassell Wealth Management, LLC 75,593 0.16 3,669 0.25
2025-07-28 13F Baker Boyer National Bank 1,251,508 7.83 61,361 6.55
2025-07-23 13F Columbus Macro, LLC 29,502 6.47 1,446 5.24
2025-05-28 13F Wealth Management Associates, Inc. 0 -100.00 0 -100.00
2025-07-29 13F Progressive Investment Management Corp 5,816 -0.14 285 -1.04
2025-08-19 13F Element Pointe Advisors, Llc 98,667 0.46 4,838 -0.74
2025-07-14 13F Sellwood Investment Partners LLC 53,583 -8.77 2,627 -9.85
2025-08-07 13F Tilson Financial Group, Inc. 166,672 -27.73 8 -27.27
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