IJH / iShares Trust - iShares Core S&P Mid-Cap ETF - Kepemilikan Institusional - Pembeli

iShares Trust - iShares Core S&P Mid-Cap ETF
US ˙ ARCA ˙ US4642875078

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core S&P Mid-Cap ETF meliputi Charter Capital Management, LLC\DE, Red Cedar Investment Management, Llc, Midwest Trust Co, Retirement Systems of Alabama, HORAN Wealth, LLC, GIDGX - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional, Glenmede Investment Management, LP, Presper Financial Architects, LLC, CBM Financial, LLC, Private Advisory Group LLC, Divergent Planning, LLC, Syon Capital Llc, Blueprint Financial Advisors LLC, Duncan Williams Asset Management, LLC, Gamco Investors, Inc. Et Al, Nordwand Advisors, LLC, LOM Asset Management Ltd, Kingstone Capital Partners Texas, LLC, North Dallas Bank & Trust Co, dan B&l Asset Management Llc .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-15 13F Truefg, Llc 805,239 2.84 49,941 9.31
2025-07-24 13F Endeavor Private Wealth, Inc. 3,320 206
2025-07-30 13F Bogart Wealth, LLC 10,614 46.28 658 55.56
2025-07-21 13F Montz Harcus Wealth Management LLC 6,773 11.20 420 18.31
2025-07-17 13F Coastline Trust Co 376,100 7.95 23,326 14.73
2025-08-07 13F Future Fund LLC 8,799 546
2025-07-07 13F Retirement Wealth Solutions LLC 17,069 16.62 1,059 23.89
2025-08-12 13F Quadcap Wealth Management, LLC 50,997 2.49 3,163 8.92
2025-07-30 13F Financial Perspectives, Inc 5,954 5.94 369 12.84
2025-08-14 13F Vista Investment Management 43,155 0.66 2,676 7.00
2025-07-25 13F Alpha Financial Partners, LLC 108,219 0.83 6,712 7.17
2025-07-30 13F Cambridge Capital Management, Llc 12,159 0.31 754 6.65
2025-08-14 13F Synovus Financial Corp 200,746 7.57 12,451 14.34
2025-08-12 13F Fca Corp /tx 91,327 0.63 5,664 6.97
2025-07-17 13F Fiduciary Advisors, Inc. 14,527 0.46 901 6.76
2025-08-13 13F Beacon Pointe Advisors, LLC 390,381 0.38 24,211 6.69
2025-08-14 13F Garden State Investment Advisory Services LLC 61,423 31.64 3,810 39.92
2025-08-18 13F Wolverine Trading, Llc Call 46,100 60.07 2,859 70.58
2025-08-14 13F Alliancebernstein L.p. 1,121,204 3.61 69,537 10.13
2025-07-16 13F Bright Financial Advisors, Inc. 96,323 11.39 5,974 18.39
2025-08-04 13F Spinnaker Trust 22,083 12.77 1,370 19.88
2025-07-09 13F VisionPoint Advisory Group, LLC 14,354 19.16 890 26.78
2025-07-30 13F Princeton Global Asset Management LLC 23,163 26.44 1,437 34.46
2025-08-08 13F Collaborative Wealth Managment Inc. 6,715 10.66 416 17.51
2025-08-13 13F Capital Analysts, Inc. 185,222 84.45 11 120.00
2025-08-14 13F Syon Capital Llc 98,907 6,134
2025-07-09 13F Capital Wealth Management, Llc 5,450 0.04 338 6.62
2025-08-13 13F North Berkeley Wealth Management, LLC 26,307 28.74 1,632 36.83
2025-07-30 13F Canvas Wealth Advisors, LLC 10,270 1.43 660 18.53
2025-08-15 13F First Heartland Consultants, Inc. 28,656 12.24 1,777 19.34
2025-07-09 13F Veracity Capital LLC 5,107 4.76 317 11.27
2025-07-28 13F Frazier Financial Advisors, LLC 3,440 0.09 213 6.50
2025-07-07 13F Greenfield Savings Bank 86,364 2.84 5,356 9.31
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2,611,984 56.79 166,618 71.41
2025-07-07 13F Versant Capital Management, Inc 4,410 63.33 274 73.89
2025-07-22 13F Marietta Wealth Management, LLC 302,507 0.98 18,762 7.33
2025-07-23 13F New England Professional Planning Group Inc. 639,038 0.53 39,633 6.85
2025-07-25 13F Investment Advisory Group, LLC 78,276 9.76 4,855 16.65
2025-08-12 13F Boston Research & Management Inc 50,235 2.94 3 50.00
2025-08-11 13F Strategic Wealth Partners, Ltd. 1,022 63
2025-08-11 13F Diversified Portfolios, Inc. 40,849 0.61 2,533 6.92
2025-08-05 13F J. W. Coons Advisors, LLC 11,015 0.04 683 6.39
2025-08-14 13F Raymond James Financial Inc 38,719,798 2.99 2,401,402 9.46
2025-04-28 13F Pinnacle Financial Partners Inc 324,456 6.30 18,978 -0.21
2025-07-28 13F Axxcess Wealth Management, Llc 862,279 12.88 53,479 19.98
2025-07-08 13F RMR Wealth Builders 1,381,169 5.02 85,660 11.63
2025-07-17 13F Charles Schwab Trust Co 4,704 292
2025-08-12 13F Twin Focus Capital Partners, Llc 98,212 1.04 6,091 7.41
2025-07-17 13F Montis Financial, LLC 132,622 0.91 8,225 7.26
2025-05-02 13F Napatree Capital Llc 28,895 8.01 1,686 1.20
2025-08-05 13F Tme Financial, Inc. 9,940 4.64 616 11.19
2025-08-08 13F Advyzon Investment Management, LLC 12,645 784
2025-07-07 13F RDA Financial Network 69,107 2.84 4,286 9.31
2025-08-05 13F Hills Bank & Trust Co 27,012 414.02 1,675 447.39
2025-08-14 13F Keystone Financial Services, LLC 10,732 0.48 666 6.74
2025-08-14 13F Benjamin Edwards Inc 46,968 18.86 2,913 26.33
2025-08-19 13F Delos Wealth Advisors, LLC 2,000 124
2025-07-23 13F Detalus Advisors, LLC 3,931 2.21 244 8.48
2025-08-18 13F Brick & Kyle, Associates 23,000 0
2025-05-13 13F Watts Gwilliam & Co., LLC 5,276 16.65 308 8.48
2025-08-04 13F NWK Group, Inc. 12,723 1.00 789 7.35
2025-08-11 13F First American Trust, Fsb 4,091 254
2025-08-14 13F Monograph Wealth Advisors, Llc 3,231 200
2025-08-13 13F Providence Capital Advisors, LLC 48,016 5.81 2,978 12.47
2025-07-22 13F Capital City Trust Co/fl 30,915 0.96 1,917 7.33
2025-07-31 13F Topsail Wealth Management, LLC 3,718 0.08 231 6.48
2025-08-12 13F Harbor Advisory Corp /ma/ 158,120 2.72 9,807 9.19
2025-08-07 13F Vise Technologies, Inc. 15,425 82.57 957 81.75
2025-08-12 13F Change Path, LLC 78,330 6.47 4,858 13.19
2025-08-14 13F Diversify Advisory Services, LLC 90,404 80.39 5,760 101.36
2025-07-01 13F Kera Capital Partners, Inc. 64,640 245.63 4,009 267.37
2025-08-11 13F Kirtland Hills Capital Management, Llc 3,869 240
2025-07-08 13F Twele Capital Management, Inc. 375,474 0.08 23,287 6.37
2025-07-08 13F Everpar Advisors Llc 52,133 24.82 3,233 32.66
2025-08-14 13F Money Concepts Capital Corp 85,897 3.54 5,327 10.06
2025-07-22 13F JSF Financial, LLC 169,050 7.31 10,484 14.07
2025-08-08 13F Capstone Financial Advisors, Inc. 3,504 0.26 217 6.90
2025-08-08 13F Ironwood Investment Counsel, LLC 11,440 3.67 710 10.26
2025-06-03 13F/A First National Bank Of Omaha 78,523 348.55 4,582 -5.57
2025-08-12 13F Planning Alternatives Ltd /adv 1,261,373 1.79 78,230 8.19
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 3,450 0.32 214 6.50
2025-07-28 13F IFC Advisors LLC 58,607 3.99 3,635 10.52
2025-07-28 13F Pettinga Financial Advisors, LLC 109,490 0.09 6,791 6.38
2025-07-02 13F Dentgroup LLC 173,215 8.36 10,743 15.17
2025-08-05 13F Sunburst Financial Group, LLC 6,428 0.02 399 6.13
2025-05-07 13F Horan Capital Advisors, LLC. 362,514 1.02 21,153 -5.40
2025-07-22 13F Old National Bancorp /in/ 289,122 144.55 17,931 159.94
2025-08-11 13F Greykasell Wealth Strategies, Inc. 67,280 0.99 4,173 7.33
2025-07-18 13F Ewa, Llc 122,492 3.22 7,597 9.71
2025-08-12 13F LPL Financial LLC 25,959,512 3.46 1,610,009 9.97
2025-08-13 13F Johnson Financial Group, Inc. 408,777 12.64 25,352 19.73
2025-08-06 13F Long Run Wealth Advisors, LLC 32,699 0.28 2,028 6.62
2025-08-14 13F Sand Hill Global Advisors, LLC 2,268,824 0.67 140,712 7.01
2025-08-06 13F Axim Planning & Wealth 4,868 13.53 302 20.40
2025-08-11 13F Pin Oak Investment Advisors Inc 14,059 1,637.82 1
2025-07-28 13F ForthRight Wealth Management, LLC 51,901 1.69 3,219 8.06
2025-08-13 13F Baird Financial Group, Inc. 3,473,705 2.56 215,439 9.01
2025-08-14 13F Royal Bank Of Canada 26,588,226 15.36 1,649,002 22.61
2025-08-29 13F Total Investment Management Inc 874 54
2025-08-12 13F Titleist Asset Management, Llc 491,457 11.12 30,480 18.12
2025-08-12 13F Mustico Financial Group, Inc. 3,487 219
2025-08-14 13F Clarity Asset Management, Inc. 355 12.34 22 22.22
2025-08-14 13F Quantinno Capital Management LP 135,927 47.90 8,430 57.22
2025-07-18 13F Founders Capital Management 1,280 0.08 79 6.76
2025-08-08 13F Stephenson & Company, Inc. 98,943 3.83 6,136 10.36
2025-08-27 13F/A Squarepoint Ops LLC 837,126 238.19 51,919 259.47
2025-07-25 13F Apollon Wealth Management, LLC 732,133 6.25 45,407 12.93
2025-08-06 13F Tradewinds, LLC. 79,297 1,128.46 4,918 1,207.98
2025-07-15 13F Fortitude Family Office, LLC 108,272 112.00 6,715 125.34
2025-08-14 13F Icon Wealth Advisors, LLC 3,896 4.73 242 11.06
2025-07-18 13F Pure Financial Advisors, Inc. 496,179 461.02 30,773 496.38
2025-08-14 13F Smartleaf Asset Management LLC 33,572 58.70 2,082 69.13
2025-08-11 13F Empowered Funds, LLC 15,735 976
2025-08-18 13F Tyler-Stone Wealth Management 32,310 0.43 2,004 6.71
2025-07-08 13F Advance Capital Management, Inc. 5,514 13.60 342 20.49
2025-07-14 13F Park Avenue Securities Llc 285,184 15.07 18 21.43
2025-08-13 13F Texas Capital Bancshares Inc/tx 23,642 6.92 1,466 13.64
2025-07-28 13F Tower Wealth Partners, Inc. 254,800 2.26 15,803 8.69
2025-08-14 13F Integrated Wealth Concepts LLC 593,928 3.76 36,835 10.29
2025-08-11 13F Vanguard Group Inc 161,470 1.18 10,014 7.55
2025-08-08 13F CWS Financial Advisors, LLC 22,036 0.21 1,367 6.47
2025-07-29 13F Madison Wealth Partners, Inc 190,126 0.18 11,792 6.47
2025-07-10 13F Signal Advisors Wealth, LLC 5,816 7.35 361 13.92
2025-07-08 13F Nbc Securities, Inc. 59,596 78.32 4 200.00
2025-08-05 13F Peregrine Asset Advisers, Inc. 6,642 0.18 412 6.48
2025-07-21 13F Financial Council Asset Management Inc 107,333 0.32 6,657 6.63
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 44,968 67.68 2,789 78.26
2025-07-17 13F City Holding Co 105,924 4.36 6,569 10.96
2025-08-13 13F Northwestern Mutual Wealth Management Co 119,891,228 5.09 7,435,654 11.70
2025-07-30 13F Clune & Associates, Ltd. 29,190 9.77 1,810 16.70
2025-07-30 13F Black Diamond Financial, LLC 7,229 9.96 448 16.97
2025-08-11 13F Greenland Capital Management LP 240,639 14,924
2025-08-07 13F Meeder Advisory Services, Inc. 5,553 344
2025-07-15 13F Boyd Wealth Management, LLC 222,830 104.75 13,820 117.62
2025-08-12 13F Associated Banc-corp 157,452 0.31 9,765 6.63
2025-07-17 13F Sound Income Strategies, LLC 2,644 19.64 164 27.34
2025-08-14 13F Catalyst Financial Partners Llc 441,160 3.40 27,361 9.90
2025-07-17 13F SeaBridge Investment Advisors LLC 43,700 32.42 2,710 40.78
2025-07-03 13F Whitcomb & Hess, Inc. 298,923 1.66 18,539 8.06
2025-07-10 13F Trust Point Inc. 29,570 9.80 1,834 16.68
2025-07-21 13F Fortis Capital Advisors, LLC 34,525 1.63 2,141 8.02
2025-07-30 13F Insight Advisors, LLC/ PA 51,146 3.69 3,172 10.22
2025-08-12 13F Ade, Llc 6,115 0.16 379 6.46
2025-07-17 13F Sfm, Llc 31,092 59.40 1,928 69.42
2025-07-16 13F Colton Groome Financial Advisors, Llc 142,641 2.63 8,847 11.85
2025-07-18 13F Alley Investment Management Company, LLC 129,038 0.12 8,003 6.41
2025-07-23 13F Richardson Capital Management LLC 112,243 5.70 6,961 12.35
2025-07-10 13F Triangle Securities Wealth Management 126,386 2.78 7,838 9.24
2025-07-17 13F Clay Northam Wealth Management, LLC 43,135 7.31 2,675 14.07
2025-08-12 13F Palisades Hudson Asset Management, L.P. 3,371 0
2025-08-11 13F Nordwand Advisors, LLC 53,770 3,335
2025-07-23 13F Eagle Strategies LLC 8,237 1.88 511 8.28
2025-07-08 13F Apella Capital, LLC 251,761 6.44 15,899 20.25
2025-07-17 13F Avondale Wealth Management 280,506 3.56 17,397 10.07
2025-08-13 13F PACK Private Wealth, LLC 301,406 8.62 18,693 15.46
2025-08-14 13F MGB Wealth Management, LLC 294 18
2025-07-16 13F Encompass Wealth Advisors, Llc 208,174 4.02 12,911 10.56
2025-07-22 NP GIDGX - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional 360,213 21,627
2025-08-12 13F Absolute Capital Management, LLC 9,295 2.01 576 8.47
2025-07-22 13F Duncan Williams Asset Management, LLC 62,827 3,897
2025-08-25 13F/A Promus Capital, LLC 1,222 76
2025-07-29 13F Kanawha Capital Management Llc 398,788 0.17 24,733 6.47
2025-08-12 13F Calton & Associates, Inc. 14,255 140.59 884 156.23
2025-07-11 13F First PREMIER Bank 3,531 134.31 0
2025-08-14 13F Great Valley Advisor Group, Inc. 176,416 9.31 10,941 16.20
2025-07-23 13F LifeSteps Financial, Inc. 66,465 0.29 4,122 6.59
2025-07-07 13F TruWealth Advisors, LLC 156,285 4.84 9,693 11.43
2025-07-22 13F Clarius Group, LLC 4,175 259
2025-07-18 13F Brookmont Capital Management 13,687 0.41 849 6.67
2025-07-31 13F Washington Trust Advisors, Inc. 16,638 0.08 1,032 6.29
2025-08-04 13F Atria Investments Llc 149,680 2.83 9,283 9.30
2025-08-14 13F Federation des caisses Desjardins du Quebec 114,834 243.39 7,122 265.04
2025-07-11 13F Diversified Trust Co 627,554 13.48 38,921 20.62
2025-07-01 13F Burkett Financial Services, Llc 252,992 6.07 15,691 12.74
2025-08-14 13F Family Management Corp 5,004 8.15 310 15.24
2025-08-01 13F Wincap Financial Llc 4,428 275
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 78,179 9.59 4,849 16.48
2025-08-14 13F Clark Capital Management Group, Inc. 12,973 31.48 805 39.83
2025-07-29 13F Consilio Wealth Advisors, Llc 218,366 0.68 13,543 7.03
2025-08-11 13F Aspen Investment Management Inc 8,999 64.37 1
2025-07-11 13F Oak Asset Management, LLC 10,305 0.63 639 7.04
2025-07-21 13F Mechanics Financial Corp 238,335 0.05 14,782 6.35
2025-08-14 13F Diversify Wealth Management, Llc 21,544 0.81 1,373 12.55
2025-07-22 13F Gratus Wealth Advisors, LLC 6,169 383
2025-05-12 13F Sandy Spring Bank 2,482,907 1.27 144,878 -5.17
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial 1,113,810 8.33 69,078 15.14
2025-08-13 13F Capital Group Private Client Services, Inc. 58,780 0.13 3,646 6.42
2025-07-15 13F Armis Advisers, LLC 24,905 1.12 1,566 9.43
2025-07-29 13F Goldstein Advisors, LLC 100,888 0.96 6,257 7.32
2025-08-08 13F Capital Investment Advisory Services, LLC 121,694 3.53 7,547 10.05
2025-07-15 13F Foster Victor Wealth Advisors, LLC 10,186 129.83 648 170.00
2025-08-04 13F Econ Financial Services Corp 158,983 7.62 9,860 14.40
2025-08-13 13F ESL Trust Services, LLC 655,386 6.76 40,647 13.47
2025-07-17 13F Greenleaf Trust 2,277,767 0.22 141,267 6.52
2025-08-04 13F Flagship Harbor Advisors, Llc 121,650 8.29 7,545 15.09
2025-08-12 13F Blueprint Investment Partners LLC 71,992 4,465
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 32,840 17.05 2,037 24.37
2025-07-28 13F Eq Wealth Advisors, Llc 18 12.50 1
2025-07-18 13F RKL Wealth Management LLC 1,253,707 0.87 77,755 7.21
2025-08-11 13F Bradley Foster & Sargent Inc/ct 83,922 49.28 5,205 58.66
2025-07-09 13F GEM Asset Management, LLC 41,002 0.28 2,589 7.96
2025-08-05 13F LTG Capital LLC 217,314 0.21 13,478 6.51
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 491,387 0.25 30,476 6.55
2025-08-01 13F Facet Wealth, Inc. 6,464 28.74 407 38.91
2025-08-05 13F Nichols & Pratt Advisers Llp /ma 4,000 248
2025-08-11 13F Hopwood Financial Services, Inc. 194,804 3.35 12,082 9.85
2025-07-09 13F Bank of New Hampshire 49,154 1.77 3,049 8.16
2025-07-29 13F Regions Financial Corp 9,107,538 25.57 564,850 33.47
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 5,511 342
2025-08-01 13F SYM FINANCIAL Corp 3,531 537.36 219 584.38
2025-07-17 13F Tempus Wealth Planning, LLC 19,058 0.04 1,182 6.39
2025-07-25 13F Transcendent Capital Group LLC 106,306 1.66 6,593 8.06
2025-07-08 13F First National Corp /ma/ /adv 32,033 6.59 1,987 13.29
2025-08-08 13F Red Cedar Investment Management, Llc 822,862 51,034
2025-08-12 13F SlateStone Wealth, LLC 119,106 2.81 7 16.67
2025-07-07 13F Wesbanco Bank Inc 177,487 22.33 11,008 30.01
2025-08-14 13F Camarda Financial Advisors, LLC 12,466 29.83 773 38.04
2025-07-31 13F Blake Schutter Theil Wealth Advisors, LLC 70,502 2.37 4,373 8.81
2025-08-18 NP GVMCX - Government Street Mid-Cap Fund 50,000 25.00 3,101 32.86
2025-08-14 13F New England Asset Management Inc 124,390 7.65 7,715 14.42
2025-07-17 13F Catalytic Wealth RIA, LLC 126,025 0.01 7,816 6.30
2025-07-16 13F Cove Private Wealth, LLC 4,140 257
2025-08-07 13F Clarity Wealth Advisors, LLC 253,595 1.57 15,728 7.96
2025-08-14 13F Quartz Partners, LLC 7,600 70.59 471 81.85
2025-08-06 13F Eukles Asset Management 2,685 1.09 167 7.79
2025-07-22 13F Inlight Wealth Management, LLC 25,432 153.64 1,577 169.57
2025-07-16 13F Kooman & Associates 14,953 1.96 927 8.42
2025-07-28 NP PWTAX - UBS U.S. Allocation Fund Class A 54,995 18.80 3,302 15.26
2025-07-29 13F Accretive Wealth Partners, LLC 252,664 2.88 15,670 9.86
2025-08-12 13F TCP Asset Management, LLC 3,357 208
2025-08-12 13F Asset Management Group, Inc. 273,701 1.77 16,975 8.17
2025-07-23 13F Citizens National Bank Trust Department 133,639 2.27 8,288 8.71
2025-07-22 13F USAdvisors Wealth Management, LLC 74,499 6.11 5 0.00
2025-08-08 13F Gts Securities Llc 156,365 9,698
2025-07-21 13F Sageworth Trust Co of South Dakota 3,273 203
2025-08-04 13F 4wealth Advisors, Inc. 3,464 215
2025-07-23 13F Armbruster Capital Management, Inc. 84,879 0.92 5,264 7.28
2025-07-28 13F IFG Advisors, LLC 239,078 22.34 14,828 30.04
2025-07-15 13F World Equity Group, Inc. 8,093 0.24 502 4.38
2025-08-13 13F Elios Financial Group Inc. 7,433 15.12 461 22.34
2025-08-11 13F Lake Street Financial Llc 151,673 4.53 9,407 11.10
2025-07-25 13F Sequoia Financial Advisors, LLC 585,289 13.81 36,300 20.96
2025-07-09 13F Finley Financial, LLC 149,329 5.34 9,261 14.46
2025-08-12 13F Landing Point Financial Group, LLC 172,288 2.33 10,685 8.76
2025-07-24 13F Rice Partnership, LLC 150,229 8.36 9,317 15.18
2025-07-23 13F Trueblood Wealth Management, LLC 15,426 10.53 957 17.44
2025-07-15 13F BostonPremier Wealth LLC 248,815 2.76 15,431 9.22
2025-08-05 13F Claro Advisors LLC 51,695 1.92 3,206 8.35
2025-08-06 13F Vestmark Advisory Solutions, Inc. 333,349 859.44 20,674 919.93
2025-08-13 13F Natixis Advisors, L.p. 623,793 8.11 39 15.15
2025-08-14 13F Byrne Financial Freedom, Llc 5,040 0.02 313 6.12
2025-08-14 13F Moneta Group Investment Advisors Llc 1,643,920 46.51 101,956 55.73
2025-08-13 13F Wellspring Financial Advisors, LLC 1,293,895 0.18 4,369 7.99
2025-08-13 13F Portland Global Advisors LLC 707,403 0.22 43,873 6.52
2025-08-05 13F EPG Wealth Management LLC 107,083 0.07 6,641 6.38
2025-07-16 13F Plancorp, LLC 15,958 43.46 990 52.39
2025-08-13 13F Greenwich Wealth Management LLC 19,750 7.05 1 0.00
2025-07-30 13F EnRich Financial Partners LLC 17,656 33.62 1,095 42.02
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 4,053 0.02 251 6.36
2025-07-10 13F Envision Financial LLC 6,122 0.02 380 6.16
2025-08-14 13F CoreCap Advisors, LLC 234,265 3.56 14,529 10.08
2025-07-11 13F Kaydan Wealth Management, Inc. 82,043 19.42 5,088 26.95
2025-07-07 13F Roxbury Financial LLC 803 3.48 50 2.08
2025-07-22 13F Bank Hapoalim Bm 0
2025-08-05 13F Welch & Forbes Llc 66,504 1.92 4,125 8.33
2025-07-31 13F Cardinal Point Capital Management, ULC 3,648 226
2025-08-13 13F First National Advisers, LLC 19,641 0.03 1,218 6.38
2025-07-23 13F Prasad Wealth Partners, LLC 9,227 0.32 572 6.72
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Domestic ETF 21,684 40.08 1,345 39.42
2025-08-06 13F Kcm Investment Advisors Llc 39,949 0.11 2,478 6.40
2025-08-14 13F Beaird Harris Wealth Management, LLC 990 13.14 61 19.61
2025-08-13 13F Fortress Financial Solutions, LLC 65,773 2.30 4,079 8.74
2025-06-23 NP AOK - iShares Core Conservative Allocation ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 104,225 3.98 5,931 -8.47
2025-07-16 13F Cambridge Advisors Inc. 300,467 12.56 18,635 19.64
2025-08-12 13F YANKCOM Partnership 144,189 6.97 8,943 13.71
2025-07-31 13F LJI Wealth Management, LLC 4,551 5.79 282 12.35
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 1,691,938 3.08 104,934 9.56
2025-07-21 13F HighMark Wealth Management LLC 57,993 1.90 3,596 8.28
2025-07-29 13F Calamos Wealth Management LLC 26,291 13.72 1,631 20.83
2025-07-30 13F Strategic Blueprint, LLC 53,550 4.78 3,321 11.37
2025-08-13 13F Cary Street Partners Financial Llc 95,216 0.98 5,905 7.34
2025-07-25 13F Sovereign Financial Group, Inc. 13,868 8.69 860 15.59
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 15,581 0.26 966 6.62
2025-08-15 13F Fsb Premier Wealth Management, Inc. 11,060 6.71 686 13.41
2025-07-14 13F Steigerwald, Gordon & Koch Inc. 45,515 2.77 2,823 9.21
2025-07-16 13F Randolph Co Inc 424,919 0.38 26,353 6.70
2025-08-13 13F Russell Investments Group, Ltd. 54,540 154.90 3,383 170.99
2025-08-14 13F Waters Parkerson & Co., Llc 14,155 0.64 878 6.95
2025-07-14 13F Occidental Asset Management, LLC 14,204 0.02 881 6.28
2025-08-05 13F Tufton Capital Management 17,764 0.67 1 -99.90
2025-08-05 13F Bank Of Montreal /can/ 6,513,657 2.64 403,977 9.09
2025-08-14 13F Ameriprise Financial Inc 9,844,405 14.99 610,012 22.13
2025-07-25 13F Prostatis Group LLC 3,588 2.19 223 8.82
2025-07-18 13F Forza Wealth Management, LLC 67,147 9.99 4,164 16.90
2025-07-23 13F Godsey & Gibb Associates 18,791 5.16 1,165 11.80
2025-07-09 13F Breakwater Capital Group 67,400 2.17 4,180 8.60
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) 150,594 0.02 9,340 6.31
2025-07-09 13F StrongBox Wealth, LLC 146,334 1.77 9,076 8.16
2025-08-14 13F Colony Group, LLC 1,892,344 10.63 117,363 17.58
2025-07-14 13F Lee-Kelleher Wealth Management 142,231 4.01 8,821 10.55
2025-07-28 13F Ritholtz Wealth Management 21,886 18.17 1,357 25.65
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 6,475 8.90 402 15.90
2025-07-30 13F Crewe Advisors LLC 877,935 3.25 54,450 9.74
2025-08-05 13F Counterweight Ventures, LLC 55,764 0.69 3,458 7.03
2025-08-28 13F Prospera Capital Management, LLC 21,471 0.16 1,332 6.48
2025-07-25 13F Muirfield Wealth Advisors Llc 84,852 1.45 5,263 7.83
2025-08-06 13F Maltin Wealth Management, Inc. 11,879 0.96 737 7.29
2025-07-03 13F Sage Capital Advisors,llc 12,683 0.30 787 6.65
2025-07-21 13F Successful Portfolios LLC 5,655 0.19 351 6.38
2025-08-14 13F/A Perritt Capital Management Inc 77,647 1.29 4,816 7.65
2025-07-25 13F M.e. Allison & Co., Inc. 11,943 2.36 741 8.82
2025-07-18 13F Consolidated Planning Corp 13,700 0.09 850 6.39
2025-04-11 13F LPF Advisors LLC 4,827 0.12 282 -6.33
2025-08-12 13F Wealth Dimensions Group, Ltd. 14,797 2.81 918 9.30
2025-08-14 13F Tudor Investment Corp Et Al 122,110 76.50 7,573 87.64
2025-08-06 13F HORAN Wealth, LLC 367,493 22,792
2025-08-12 13F Gladstone Institutional Advisory LLC 394,073 7.31 24,440 14.06
2025-08-14 13F Hilltop Holdings Inc. 80,296 3.76 4,980 10.28
2025-05-14 13F Keeley-Teton Advisors, LLC 55,789 67.62 3,255 57.02
2025-07-10 13F Financial Management Network Inc 387,518 4.62 24,720 27.61
2025-08-04 13F Arkadios Wealth Advisors 218,562 5.13 13,555 11.74
2025-08-15 13F Asset Allocation Strategies LLC 169,351 15.69 10,503 22.97
2025-08-12 13F Rock Creek Group, LP 1,408 874
2025-08-04 13F Bridgewealth Advisory Group, LLC 3,920 10.73 243 17.96
2025-08-29 13F Evolution Wealth Management Inc. 2,540 158
2025-07-22 13F Sage Financial Group Inc 1,323,658 0.20 82,093 6.50
2025-07-15 13F Kopp Family Office, LLC 173,093 208.47 10,735 227.89
2025-08-07 13F Kestra Private Wealth Services, Llc 365,394 1.60 22,662 7.99
2025-08-13 13F Alerus Financial Na 12,361 0.09 767 6.39
2025-08-07 13F Investment Management Corp /va/ /adv 11,911 0.48 739 6.80
2025-08-14 13F/A Rockefeller Capital Management L.P. 2,388,327 2.50 148,483 9.21
2025-07-22 13F Confluence Wealth Services, Inc. 21,748 2.74 1,349 14.53
2025-08-13 13F Okabena Investment Services Inc 10,747 59.10 667 69.04
2025-08-05 13F MidAtlantic Capital Management, Inc. 63,895 0.65 3,963 6.97
2025-08-12 13F MAI Capital Management 5,293,658 8.42 328,313 15.24
2025-07-29 13F Stanley-Laman Group, Ltd. 11,711 5.58 726 12.21
2025-08-08 13F First Western Trust Bank 208,745 16.07 12,946 23.38
2025-07-28 13F Harbour Investments, Inc. 1,226,189 9.14 76,048 16.00
2025-08-13 13F Haverford Trust Co 2,573,583 0.68 159,614 7.01
2025-07-15 13F Beacon Investment Advisory Services, Inc. 15,259 1.33 946 7.74
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 34,172 0.31 2,119 6.64
2025-08-13 13F Elgethun Capital Management 2,649 1.30 164 7.89
2025-08-05 13F Bridgewater Advisors Inc. 6,744 70.39 433 92.00
2025-07-10 13F Voisard Asset Management Group, Inc. 3,255 202
2025-07-28 13F Courier Capital Llc 464,797 2.60 28,827 9.05
2025-07-29 13F Quotient Wealth Partners, LLC 12,892 4.41 800 10.97
2025-08-13 13F GM Advisory Group, Inc. 34,340 6.77 2,130 13.49
2025-04-10 13F Bremer Bank National Association 169,813 4.57 9,909 -2.08
2025-08-14 13F Atomi Financial Group, Inc. 22,693 1.01 1,407 7.40
2025-08-12 13F Global Retirement Partners, LLC 538,241 26.24 33,382 25.65
2025-07-30 NP ENDW - Cambria Endowment Style ETF 819 49
2025-07-30 13F Caliber Wealth Management, LLC / KS 332,807 12.07 20,641 19.11
2025-08-01 13F Bank of Jackson Hole Trust 109,445 12.86 6,788 13.12
2025-08-04 13F Merkkuri Wealth Advisors LLC 79,297 15.88 4,918 23.20
2025-05-01 13F Lane & Associates LLC 27,833 0.52 1,624 -9.27
2025-07-15 13F Norden Group Llc 9,435 30.52 585 38.95
2025-08-08 13F Opinicus Capital, Inc. 37,506 2.91 2,326 9.41
2025-08-08 13F Atlantic Trust, LLC 17,479 8.18 1,084 15.07
2025-08-25 NP MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I 20,345 8.20 1,262 14.95
2025-08-08 13F Meridian Wealth Management, LLC 209,359 3.79 12,984 10.32
2025-07-14 13F Wealth Advisory Solutions, LLC 422,678 1.14 26,214 7.50
2025-07-23 13F Colony Family Offices, LLC 81,839 117.81 5,076 131.52
2025-08-04 13F Coign Capital Advisors LLC 88,366 11.31 5,480 18.31
2025-08-01 13F PCA Investment Advisory Services Inc. 157,244 17.38 9,752 24.77
2025-07-22 13F Alta Wealth Advisors LLC 9,979 1.51 619 7.85
2025-08-12 13F Armor Investment Advisors, LLC 224,585 0.19 13,929 6.49
2025-07-01 13F First National Bank Sioux Falls 12,259 5.96 760 12.59
2025-08-14 13F/A Barclays Plc 539,777 2.28 33 10.00
2025-08-08 13F Omega Financial Group, LLC 184,282 2.82 11,429 9.28
2025-07-21 13F F&V Capital Management, LLC 3,350 0
2025-07-28 13F Evernest Financial Advisors, LLC 257,361 0.05 15,962 6.34
2025-08-12 13F J.w. Cole Advisors, Inc. 196,221 27.39 12,170 35.41
2025-08-14 13F NorthLanding Financial Partners, LLC 42,260 7.84 2,621 14.61
2025-08-06 13F Destiny Capital Corp/CO 144,923 2.77 8,988 9.24
2025-08-11 13F Birchbrook, Inc. 106,791 12.12 6,623 19.18
2025-07-17 13F Campion Asset Management LLC 181,528 7.38 11,258 14.13
2025-08-12 13F Jacobi Capital Management LLC 86,993 3.74 5,395 10.28
2025-07-15 13F Well Done, LLC 43,458 21.37 2,695 20.80
2025-05-01 13F Schechter Investment Advisors, LLC 3,448 6.42 201 0.00
2025-08-14 13F Coyle Financial Counsel LLC 217,207 9.37 13,471 16.26
2025-07-14 13F Golden State Equity Partners 14,799 12.22 918 19.25
2025-08-14 13F Hancock Whitney Corp 756,141 10.28 46,896 17.21
2025-08-15 13F WFA of San Diego, LLC 32,857 38.10 2,038 37.45
2025-08-12 13F Watchman Group, Inc. 118,062 3.22 7,322 9.73
2025-07-21 13F Custos Family Office, LLC 4,585 3.55 284 10.08
2025-07-09 13F Clarus Wealth Advisors 130,726 4.39 8,289 19.90
2025-07-22 13F MBL Wealth, LLC 820,549 6.11 50,890 12.78
2025-07-15 13F Buttonwood Financial Advisors Inc. 17,887 6.79 1,109 13.51
2025-08-13 13F Lido Advisors, LLC 429,072 9.15 26,611 16.02
2025-07-17 13F Legacy Wealth Management, Inc 1,388,812 3.24 86,134 9.73
2025-07-16 13F TCI Wealth Advisors, Inc. 7,800 96.18 484 108.19
2025-07-25 13F Welch Group, LLC 6,898 25.12 428 33.44
2025-07-16 13F RWM Asset Management, LLC 15,252 946
2025-08-15 13F Urban Financial Advisory Corp 473,707 0.87 29,379 7.21
2025-08-11 13F GW&K Investment Management, LLC 23,199 30.89 1 0.00
2025-07-22 13F Simplicity Wealth,LLC 29,702 17.54 1,842 24.97
2025-08-06 13F Innealta Capital, Llc 16,752 63.43 1,039 73.58
2025-07-07 13F Bangor Savings Bank 976,846 0.32 60,584 6.63
2025-08-07 13F Gryphon Financial Partners LLC 75,230 5.06 4,666 11.66
2025-07-15 13F Colonial River Wealth Management, LLC 4,082 1.80 261 12.02
2025-07-25 13F Ccg Wealth Management, Llc 14,268 1.03 885 7.28
2025-07-24 13F Aurora Private Wealth, Inc. 8,113 0.15 1
2025-07-11 13F Mkd Wealth Coaches, Llc 234,382 5.83 14,536 12.49
2025-07-08 13F Ballew Advisors, Inc 43,053 4.90 2,746 23.08
2025-06-23 NP AOA - iShares Core Aggressive Allocation ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 956,396 2.58 54,428 -9.70
2025-07-11 13F Farther Finance Advisors, LLC 239,903 22.84 14,879 29.87
2025-07-15 13F Legacy Solutions, Llc 3,870 0.10 240 6.22
2025-07-29 13F Alaska Permanent Capital Management 2,411,984 7.77 149,643 14.64
2025-07-28 13F Naviter Wealth, LLC 5,587 8.55 347 15.72
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 5,890 2.88 365 9.28
2025-07-30 13F Clifford Swan Investment Counsel Llc 37,594 0.00 2,332 6.29
2025-07-30 13F Syntegra Private Wealth Group, LLC 8,824 12.78 547 19.96
2025-07-03 13F McLean Asset Management Corp 8,804 107.35 558 157.14
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 5,551,780 32.00 344,933 40.34
2025-04-15 13F Collier Financial 2,256 76.66 132 65.82
2025-07-29 13F Swmg, Llc 13,635 9.50 876 24.29
2025-07-17 13F Park Place Capital Corp 102,380 239.81 6,428 265.64
2025-08-14 13F Graney & King, LLC 1,020 1.19 63 8.62
2025-08-12 13F Pathstone Holdings, LLC 7,044,601 0.74 434,440 6.47
2025-08-12 13F Auxano Advisors, LLC 6,095 0.86 378 7.10
2025-07-15 13F Carr Financial Group Corp 216,285 30.62 13,414 38.82
2025-08-07 13F New England Private Wealth Advisors LLC 45,036 0.05 2,871 9.33
2025-07-08 13F Little House Capital Llc 198,364 1.31 12,303 7.69
2025-07-15 13F Verum Partners LLC 3,433 213
2025-08-11 13F Synergy Investment Management, LLC 5,877 0.05 365 6.43
2025-08-14 13F Heritage Wealth Management, Inc. 3,453 214
2025-07-09 13F GSG Advisors LLC 4,185 0.31 260 11.16
2025-07-17 13F Wolff Wiese Magana Llc 18,293 8.56 1,135 15.36
2025-07-23 13F Tectonic Advisors Llc 148,566 7.39 9,214 14.15
2025-08-13 13F Gamco Investors, Inc. Et Al 58,709 3,641
2025-08-05 13F Mma Asset Management Llc 19,424 3.69 1,205 10.16
2025-08-08 13F Family Firm, Inc. 26,815 1.19 1,663 7.57
2025-08-13 13F Denver Wealth Management, Inc. 4,317 4.48 268 10.79
2025-07-25 13F Johnson Investment Counsel Inc 629,522 3.82 39,043 10.35
2025-08-14 13F Dearborn Partners Llc 15,664 11.96 972 19.00
2025-07-16 13F PFS Partners, LLC 211 0.48 13 8.33
2025-07-11 13F Windsor Capital Management, LLC 237,252 2.61 14,714 9.07
2025-07-16 13F Tru Independence Asset Management 2, Llc 23,236 11.44 1,441 18.21
2025-08-04 13F Family Wealth Group, LLC 7,727 479
2025-07-10 13F Secure Asset Management, LLC 26,063 356.84 1,616 386.75
2025-08-14 13F Acorn Wealth Advisors, LLC 4,691 2.85 291 9.02
2025-08-06 13F Atlantic Union Bankshares Corp 2,480,098 153,816
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 1,102 74.37 68 88.89
2025-08-01 13F Taylor Financial Group, Inc. 39,925 8.88 2,476 15.76
2025-08-13 13F Fisher Asset Management, LLC 19,889 4.73 1,234 11.28
2025-08-05 13F K.J. Harrison & Partners Inc 28,000 12.45 1,737 19.56
2025-08-15 13F Morgan Stanley 36,956,707 0.10 2,292,055 6.39
2025-07-31 13F SoundView Advisors Inc. 174,391 6.82 11 11.11
2025-07-18 13F Warren Street Wealth Advisors, LLC 18,608 20.13 1,154 27.80
2025-08-04 13F Savvy Advisors, Inc. 48,222 65.51 2,991 75.88
2025-08-11 13F Arrow Financial Corp 873,652 0.85 54,184 7.20
2025-08-14 13F Voya Financial Advisors, Inc. 623,770 3.33 38,686 10.09
2025-07-10 13F Wedmont Private Capital 100,784 0.73 6,415 17.90
2025-08-11 13F Cascade Wealth Advisors, Inc 149,860 32.31 9,371 50.47
2025-08-05 13F Freestone Capital Holdings, LLC 14,950 1.08 927 7.42
2025-07-24 13F Thompson Investment Management, Inc. 15,654 4.49 971 10.98
2025-07-24 13F KFA Private Wealth Group, LLC 190,832 0.38 11,835 6.69
2025-07-15 13F Alhambra Investment Partners LLC 63,926 1.22 3,965 7.57
2025-07-23 13F Sax Wealth Advisors, Llc 627,190 0.14 38,898 6.44
2025-07-07 13F Centurion Wealth Management LLC 10,443 19.42 648 18.93
2025-07-23 13F Independent Solutions Wealth Management, LLC 141,859 0.76 8,860 7.03
2025-08-13 13F Wealthquest Corp 763,065 4.81 47,325 11.40
2025-08-06 13F RFG - Bristol Wealth Advisors, LLC 3,893 241
2025-08-05 13F Texas Bank & Trust Co 24,028 3.58 1,490 10.13
2025-08-07 13F Greystone Financial Group, LLC 65,183 75.93 4,043 87.04
2025-08-12 13F Legacy Financial Group, Inc. 3,340 207
2025-07-24 13F Greenwood Gearhart Inc 548,316 4.88 34,006 11.48
2025-08-06 13F Legacy Investment Solutions, LLC 4,621 287
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 20,377 8.28 1,264 15.12
2025-08-11 13F Covestor Ltd 381 220.17 0
2025-08-04 13F Municipal Employees' Retirement System of Michigan 4,555,207 24.94 283 33.02
2025-07-22 13F Belpointe Asset Management LLC 139,139 24.30 8,629 32.12
2025-07-18 13F TABR Capital Management, LLC 4,150 0.31 257 6.64
2025-08-04 13F Roble, Belko & Company, Inc 2,324 20.73 0
2025-07-17 13F XML Financial, LLC 40,518 2.60 2,513 9.03
2025-07-18 13F Centricity Wealth Management, LLC 11,797 0.16 732 6.40
2025-08-13 13F Brown Advisory Inc 307,441 7.71 19,068 14.49
2025-08-14 13F BancorpSouth Bank 45,361 2.53 2,813 8.99
2025-08-04 13F Heritage Investors Management Corp 70,937 1.30 4 0.00
2025-07-23 13F Friedenthal Financial 91,018 8.47 5,645 15.28
2025-07-28 13F JGP Wealth Management, LLC 5,155 6.55 320 13.12
2025-08-13 13F JT Stratford LLC 7,013 2.71 435 9.05
2025-07-22 13F Valpey Financial Services, LLC 26,555 1,647
2025-07-28 13F J.Safra Asset Management Corp 7,006 435
2025-07-17 13F Johnson & White Wealth Management, LLC 18,893 2.51 1 0.00
2025-05-15 13F National Wealth Management Group, LLC 35,797 8.14 2,089 1.26
2025-07-31 13F Opes Wealth Management LLC 132,963 19.11 8,246 26.61
2025-07-18 13F Pennsylvania Capital Management Inc /adv 119,314 0.48 7,400 6.80
2025-08-12 13F Investments & Financial Planning, LLC 404,959 2.04 25,116 8.46
2025-07-29 13F Level Wealth Management LLC 5,448 338
2025-08-11 13F United Advisor Group, LLC 9,774 0.04 606 6.32
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 552,556 0.59 34,270 6.92
2025-07-28 13F Davidson Investment Advisors 17,719 3.29 1,099 9.80
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 3,740 415.86 232 450.00
2025-08-07 13F 1st Source Bank 295,919 9.53 18,353 16.42
2025-07-23 13F Trifecta Capital Advisors, LLC 289,460 0.15 17,952 6.46
2025-07-08 13F Lpwm Llc 14,279 33.71 886 42.05
2025-07-29 13F Angeles Wealth Management, Llc 23,058 858.75 1,430 921.43
2025-07-15 13F Main Street Group, LTD 5,899 1.83 366 7.99
2025-08-08 13F Bailard, Inc. 461,726 6.23 28,636 12.92
2025-07-31 13F FSM Wealth Advisors, LLC 290,823 10.74 18,365 19.85
2025-08-06 13F Nicholas Hoffman & Company, LLC. 8,796 0.08 546 6.45
2025-08-14 13F Jane Street Group, Llc 203,882 12,645
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 29,952 9.29 1,858 16.14
2025-07-23 13F First Merchants Corp 82,675 0.40 5,128 6.72
2025-07-28 13F Holistic Planning, LLC 11,461 8.43 711 15.26
2025-08-05 13F Arrowroot Family Office, LLC 111,090 13.39 6,890 12.86
2025-08-14 13F CIBC World Markets Inc. 226,999 1.61 14,078 8.00
2025-07-29 13F United Bank 75,964 3.35 4,711 9.86
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 314,947 5.81 19,533 12.47
2025-08-12 13F South Plains Financial, Inc. 88,139 0.31 5,466 6.63
2025-08-14 13F BCS Private Wealth Management, Inc. 17,040 1
2025-08-15 13F Northeast Financial Consultants Inc 18,053 2.27 1,120 8.64
2025-08-14 13F Aqr Capital Management Llc 103,140 71.47 6,397 82.27
2025-08-12 13F BlackRock, Inc. 25,581,794 3.22 1,586,583 9.71
2025-07-17 13F Chicago Capital, LLC 8,703 14.30 540 21.40
2025-07-17 13F Alpine Bank Wealth Management 342,302 1.22 21,230 7.59
2025-07-07 13F Capital Asset Advisory Services LLC 776,230 13.42 48,739 19.49
2025-08-14 13F Archetype Wealth Partners 334,802 7.17 21 11.11
2025-08-05 13F Centennial Bank/AR/ 99,341 2.89 6,161 9.37
2025-08-13 13F American Money Management, LLC 10,244 0.13 635 6.54
2025-08-13 13F Acorns Advisers, LLC 12,540,574 12.13 778 19.17
2025-04-25 13F Smallwood Wealth Investment Management, LLC 750 44
2025-08-27 NP JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 17,673 36.68 1,096 45.36
2025-07-17 13F Venture Visionary Partners LLC 82,449 2.75 5,113 9.21
2025-08-14 13F Dagco, Inc. 10,487 0.02 650 6.38
2025-07-24 13F Acima Private Wealth, Llc 282,928 9.06 17,547 15.92
2025-08-07 13F Parkside Financial Bank & Trust 35,983 7.63 2,232 14.41
2025-07-11 13F Kingstone Capital Partners Texas, LLC 46,520 9
2025-07-23 13F Mullooly Asset Management, Inc. 398,900 1.55 24,740 7.94
2025-07-15 13F Ballentine Partners, LLC 1,168,387 3.04 72,463 9.52
2025-08-06 13F Souders Financial Advisors 81,674 4.70 5,065 11.29
2025-08-05 13F Mission Wealth Management, Lp 122,365 31.68 7,589 39.97
2025-07-23 13F Cfm Wealth Partners Llc 8,115 0.28 503 6.57
2025-07-31 13F Future You Wealth Llc 14,228 24.03 882 31.84
2025-08-08 13F Better Money Decisions, LLC 140,957 3.90 8,742 10.45
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 20,509 11.77 1,197 4.64
2025-07-14 13F GAMMA Investing LLC 32,880 19.46 2,039 26.96
2025-07-14 13F UMA Financial Services, Inc. 141,835 2.47 8,797 8.92
2025-08-13 13F Idaho Trust Bank 156,946 3.67 9,734 10.21
2025-08-05 13F BEAM Asset Management, LLC 26,082 8.65 1,618 15.50
2025-07-23 13F SGL Investment Advisors, Inc. 10,411 7.25 660 15.38
2025-07-28 13F Private Wealth Asset Management, LLC 826,582 1.51 51,265 7.90
2025-05-15 13F CAPROCK Group, Inc. 41,763 27.34 2,437 19.24
2025-07-11 13F Harbour Capital Advisors, LLC 32,374 1.07 2,053 15.34
2025-07-11 13F Thomasville National Bank 16,726 34.42 1,037 42.84
2025-08-14 13F EP Wealth Advisors, Inc. 485,256 56.67 30,096 66.53
2025-07-08 13F Parallel Advisors, LLC 182,846 0.87 11,340 7.21
2025-08-15 13F Tower Research Capital LLC (TRC) 177,766 8,888,200.00 11,025
2025-07-29 13F Smithbridge Asset Management Inc/de 133,080 93.68 8,254 105.86
2025-07-18 13F Westhampton Capital, LLC 15,855 1.28 983 7.67
2025-07-21 13F River Street Advisors LLC 221,937 4.28 13,765 10.83
2025-07-28 13F Duncker Streett & Co Inc 24,487 0.51 1,519 6.83
2025-07-09 13F Divergent Planning, LLC 146,334 9,076
2025-08-20 13F North Dallas Bank & Trust Co 45,165 2,801
2025-08-08 13F Cedar Wealth Management, LLC 262 16
2025-08-14 13F Acas, Llc 3,173 205
2025-07-29 13F Sigma Investment Counselors Inc 2,057,875 3.10 127,629 9.58
2025-08-06 13F Swf Llc 1,868,846 5,421.62 115,906 5,771.58
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 6,800 20.35 387 5.75
2025-08-13 13F Forthright Family Wealth Advisory LLC 6,218 70.82 386 81.60
2025-07-16 13F Newton One Investments LLC 298,875 6.42 18,536 13.11
2025-08-11 13F Highview Capital Management LLC/DE/ 212,475 2.29 13,178 8.72
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 4,537 0.40 281 6.84
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 199,542 0.49 12,376 6.81
2025-07-10 13F Burns J W & Co Inc/ny 276,678 0.34 17,160 6.65
2025-07-07 13F Peterson Wealth Advisors, LLC 28,682 2.37 1,779 21.37
2025-07-16 13F FORM Wealth Advisors, LLC 708,892 11.06 43,966 18.05
2025-07-28 13F Ckw Financial Group 856,853 0.80 54 8.16
2025-08-14 13F Qube Research & Technologies Ltd 4,496 279
2025-07-22 13F BridgePort Financial Solutions, LLC 14,615 8.00 906 14.83
2025-08-12 13F Proequities, Inc. 0 0
2025-07-30 13F Cullen/frost Bankers, Inc. 186,472 39.16 11,565 47.91
2025-08-13 13F Stablepoint Partners, LLC 3,274 203
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial 121,072 122.35 7,509 136.32
2025-07-30 13F Fusion Family Wealth LLC 21,022 80.35 1,304 91.62
2025-08-13 13F RFP Financial Group LLC 131,979 0.70 8,185 7.04
2025-08-07 13F Donaldson Capital Management, Llc 101,848 6.79 6,317 13.50
2025-07-10 13F Sterling Investment Advisors Llc /adv 117,912 3.06 7,314 9.56
2025-07-25 13F Clarendon Private LLC 26,216 18.23 1,626 25.68
2025-08-05 13F Fortress Wealth Group, LLC 8,369 3.69 526 14.35
2025-07-16 13F Crowley Wealth Management, Inc. 10,475 3.34 650 9.81
2025-07-29 13F Harbor Asset Planning, Inc. 1,331 83
2025-08-08 13F WP Advisors, LLC 27,355 0.31 1,697 6.60
2025-07-08 13F Melone Private Wealth, LLC 9,124 0.10 566 6.40
2025-08-05 13F BCGM Wealth Management, LLC 6,573 0.31 408 6.54
2025-08-06 13F Adviser Investments LLC 292,281 39.27 18,127 48.04
2025-07-22 13F Legacy Trust 109,032 0.21 6,762 6.52
2025-07-09 13F Sandy Cove Advisors, LLC 91,508 2.50 5,675 8.95
2025-08-14 13F BTG Pactual Asset Management US LLC 105 7
2025-08-11 13F NewEdge Wealth, LLC 175,680 5.08 10,987 12.63
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,461,720 120.42 90,656 134.28
2025-07-15 13F Accurate Wealth Management, LLC 85,207 3.79 5,452 22.16
2025-08-05 13F RiverGlades Family Offices LLC 168,312 1.02 10,439 7.38
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 26,320 49.98 1,632 59.53
2025-04-29 NP ARAAX - Horizon Active Risk Assist Fund Advisor Class 821,624 1.71 50,842 -6.62
2025-08-13 13F Jump Financial, LLC 149,780 9,289
2025-07-28 13F Cutler Investment Counsel Llc 8,458 4.55 525 11.02
2025-04-02 13F Marcum Wealth, LLC 785,794 3.32 45,851 -3.24
2025-08-05 13F Atlas Private Wealth Advisors 4,976 37.76 309 46.67
2025-07-25 13F Concord Asset Management, LLC/VA 4,421 274
2025-08-04 13F Balentine LLC 18,967 171.69 1,176 188.94
2025-07-08 13F 21 West Wealth Management LLC 24,192 1,500
2025-07-10 13F Global Financial Private Client, LLC 9,830 62.88 610 73.01
2025-07-17 13F Stockman Wealth Management, Inc. 407,461 17.24 25,271 24.62
2025-08-06 13F Garrison Point Advisors, Llc 17,360 1.37 1,077 7.71
2025-08-14 13F First Manhattan Co 19,913 92.45 1,235 104.81
2025-07-24 13F JB Capital LLC 6,686 11.69 415 18.62
2025-08-14 13F Glenmede Investment Management, LP 343,568 21,308
2025-08-07 13F Everhart Financial Group, Inc. 4,032 0.98 250 7.76
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 76,810 0.10 4,764 6.39
2025-07-30 13F Forum Financial Management, LP 6,146 27.56 381 35.59
2025-08-12 13F Ascent Wealth Partners, LLC 38,342 18.64 2,378 26.10
2025-08-12 13F Choate Investment Advisors 185,187 3.83 11,485 10.36
2025-07-22 13F Innovative Wealth Building LLC 12,788 0.07 793 6.44
2025-08-14 13F JPL Wealth Management, LLC 113,806 2.06 7,058 8.48
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB 191,450 2.03 11,874 8.44
2025-08-20 13F/A Coppell Advisory Solutions LLC 43,106 2,673
2025-07-23 13F Defined Financial Planning LLC 4,762 0.44 298 6.83
2025-07-17 13F BayBridge Capital Group, LLC 102,012 0.53 6,327 6.86
2025-08-04 13F Retirement Systems of Alabama 423,005 26,235
2025-08-13 13F Transce3nd, LLC 2,280 32.17 141 41.00
2025-08-14 13F Betterment LLC 48,331 3.69 3 0.00
2025-07-30 13F Schnieders Capital Management Llc 5,764 1.03 357 7.53
2025-08-27 NP ACALX - Advisors Capital Active All Cap Fund 163,100 18.53 10,115 26.00
2025-08-13 13F MONECO Advisors, LLC 29,545 3.43 1,832 9.96
2025-07-15 13F Charter Capital Management, LLC\DE 860,479 53,367
2025-08-04 13F Grant Street Asset Management, Inc. 8,827 18.23 547 25.75
2025-08-08 13F Tiemann Investment Advisors, Llc 32,937 1.17 2,043 7.53
2025-08-04 13F Carret Asset Management, Llc 14,549 1.83 902 8.28
2025-08-08 13F Brogan Financial, Inc. 3,448 0.29 214 6.50
2025-07-25 13F Mitchell Sinkler & Starr/pa 4,810 9.69 298 16.86
2025-08-15 13F Pine Ridge Advisers LLC 897,275 0.69 55,649 7.02
2025-07-09 13F Dynamic Advisor Solutions LLC 316,694 2.55 19,641 9.00
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 8,799 546
2025-08-08 13F Hibernia Wealth Partners, LLC 5,101 316
2025-07-11 13F SILVER OAK SECURITIES, Inc 40,250 8.53 2,496 15.66
2025-07-23 13F Morton Capital Management LLC/CA 10,948 75.62 679 86.78
2025-07-18 13F Madrona Financial Services, LLC 3,983 0.28 247 6.93
2025-08-08 13F SG Americas Securities, LLC 138,034 820.23 9
2025-08-06 13F Rialto Wealth Management, LLC 42,752 0.22 2,651 6.51
2025-07-17 13F Investment Research & Advisory Group, Inc. 14,472 0.17 898 6.53
2025-08-12 13F Prudential Financial Inc 42,700 33.02 2,648 41.38
2025-08-08 13F Kingsview Wealth Management, LLC 148,218 8.71 9,192 15.55
2025-07-09 13F Hiley Hunt Wealth Management 149,438 3.09 9,437 10.97
2025-07-10 13F PMV Capital Advisers, LLC 617 38
2025-07-30 13F First Citizens Bank & Trust Co 169,967 4.84 10,541 11.43
2025-08-14 13F IHT Wealth Management, LLC 239,756 176.31 14,870 193.68
2025-08-05 13F Hi-Line Capital Management, LLC 108,834 17.21 6,750 24.59
2025-08-06 13F Soltis Investment Advisors LLC 299,143 0.74 18,553 7.08
2025-07-17 13F Clean Yield Group 0 0
2025-08-07 13F Rathbone Brothers plc 97,455 10.47 6,044 17.43
2025-07-30 13F Greenup Street Wealth Management Llc 322,976 6.02 20,031 12.69
2025-08-07 13F Fidelis Capital Partners, LLC 175,513 13.53 10,998 25.71
2025-08-11 13F WPG Advisers, LLC 141 464.00 9 700.00
2025-08-13 13F Trustmark National Bank Trust Department 25,909 3.47 1,607 9.92
2025-08-19 13F Asset Dedication, LLC 6,562 3.19 407 9.43
2025-08-05 13F Crestwood Advisors Group LLC 407,347 343.10 25,264 370.97
2025-08-11 13F HighTower Advisors, LLC 7,469,865 1.17 463,281 7.53
2025-07-16 13F Old Port Advisors 16,090 4.41 998 10.90
2025-07-11 13F Orrstown Financial Services Inc 23,854 4.84 1,479 11.45
2025-07-15 13F Focused Wealth Management, Inc 3,900 0.26 242 6.17
2025-07-21 13F First National Bank & Trust Co Of Newtown 8,028 71.36 498 82.05
2025-08-25 NP BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 65,945 3.94 4,090 10.45
2025-07-09 13F Sandbox Financial Partners, LLC 147,781 2,282.03 9,165 2,431.77
2025-07-22 13F Jamison Private Wealth Management, Inc. 7,019 7.55 435 14.47
2025-07-29 13F Aull & Monroe Investment Management Corp 3,375 209
2025-08-04 13F Hantz Financial Services, Inc. 2,384 1.79 0
2025-07-10 13F Kmg Fiduciary Partners, Llc 197,169 3.91 12,228 10.45
2025-07-14 13F Clear Harbor Asset Management, LLC 13,683 12.22 849 19.27
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 28,676 22.35 1,778 30.07
2025-08-14 13F Talon Private Wealth, LLC 13,867 4.26 860 10.82
2025-08-01 13F Zhang Financial LLC 28,164 8.26 1,747 15.02
2025-08-14 13F Bank Of America Corp /de/ Put 2,000 124
2025-07-15 13F Wela Strategies, Inc. 127,928 2.41 7,934 8.86
2025-07-17 13F Olympus Wealth Management, Llc 215,861 25.02 13,388 32.87
2025-07-30 13F First Interstate Bank 1,496,608 1.15 92,820 7.52
2025-08-14 13F Vivaldi Capital Management, LLC 7,344 8.35 455 15.19
2025-08-11 13F Amara Financial, Llc. 40,274 1.23 2,498 7.58
2025-08-13 13F Balanced Wealth Group Llc 54,789 2.26 3,453 10.46
2025-04-17 13F Montecito Bank & Trust 191,689 0.20 11,185 -6.17
2025-07-23 13F Element Wealth, LLC 62,025 2.32 3,847 8.74
2025-07-30 13F Gables Capital Management Inc. 1,595 33.47 99 42.03
2025-07-29 13F Huntleigh Advisors, Inc. 24,665 37.47 1,530 46.18
2025-08-05 13F Fourth Dimension Wealth, LLC 33,540 20.43 2,080 28.00
2025-05-09 13F Delta Financial Group, Inc. 10,151 4.05 1
2025-07-31 13F Brighton Jones Llc 90,799 9.08 5,631 15.94
2025-08-12 13F Laurel Wealth Advisors LLC 822,715 6,106.36 13 -98.32
2025-08-29 13F Centaurus Financial, Inc. 221,908 1.60 14 8.33
2025-08-08 13F King Wealth 385,633 0.04 24 4.55
2025-07-16 13F Embree Financial Group 58,176 29.74 3,608 37.92
2025-07-25 13F Concurrent Investment Advisors, LLC 498,748 31.76 30,932 40.05
2025-08-14 13F Jane Street Group, Llc Put 8,600 3.61 533 10.12
2025-08-14 13F Jane Street Group, Llc Call 262,100 0.08 16,255 6.37
2025-07-29 13F Signature Estate & Investment Advisors Llc 15,693 5.17 973 11.84
2025-08-14 13F Aft, Forsyth & Sober, LLC 163,625 0.31 10,148 6.62
2025-08-11 13F Regal Investment Advisors LLC 108,523 7.43 6,731 14.18
2025-08-13 13F Mount Yale Investment Advisors, LLC 134,142 10.83 8,319 17.80
2025-08-13 13F Vertex Planning Partners, LLC 71,042 1.85 4,406 8.26
2025-08-13 13F My Purposeful Wealth Corp. 8,145 5.81 510 13.59
2025-08-14 13F Ieq Capital, Llc 91,169 13.42 5,654 20.55
2025-08-07 13F Lakeridge Wealth Management LLC 15,945 2.57 989 8.93
2025-08-07 13F Sound View Wealth Advisors Group, LLC 11,163 6.12 692 12.89
2025-07-23 13F HTG Investment Advisors, Inc. 69,377 6.12 4,303 12.79
2025-08-05 13F Seelaus Asset Management LLC 12,928 0.17 802 6.37
2025-08-12 13F Trexquant Investment LP 8,290 514
2025-07-22 13F Merit Financial Group, LLC 119,907 5.26 7,437 11.87
2025-08-07 13F Palisade Asset Management, LLC 71,945 4.20 4,462 10.77
2025-08-12 13F Accredited Wealth Management, LLC 7,935 19.59 492 27.13
2025-07-28 13F SFG Wealth Management, LLC. 12,302 1.85 763 8.24
2025-07-09 13F Radnor Capital Management, LLC 6,610 1.54 0
2025-08-13 13F Nicolet Advisory Services, Llc 12,305 53.91 764 78.09
2025-07-11 13F Annex Advisory Services, LLC 3,710 3.60 230 10.58
2025-07-21 13F Curran Financial Partners, LLC 3,743 232
2025-07-15 13F Lynch & Associates/in 304,495 1.89 18,885 8.29
2025-08-14 13F Susquehanna International Group, Llp Put 62,400 101.94 3,870 114.64
2025-08-14 13F Susquehanna International Group, Llp 33,308 411.64 2,066 444.85
2025-08-14 13F Susquehanna International Group, Llp Call 271,300 50.72 16,826 60.20
2025-07-18 13F Trilogy Capital Inc. 764,628 6.95 47,422 13.68
2025-07-18 13F Panoramic Capital Partners, LLC 187,874 21.12 11,984 51.03
2025-07-09 13F Alesco Advisors Llc 5,400,020 2.96 334,909 9.43
2025-08-08 13F NAN FUNG TRINITY (HK) Ltd 359,000 3.67 22,265 10.19
2025-08-12 13F Clearwater Capital Advisors, LLC 21,881 1.11 1,357 7.53
2025-07-23 NP VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W 33,149 92.67 1,990 87.03
2025-07-09 13F Christopher J. Hasenberg, Inc 26,303 11,695.07 1,631 12,446.15
2025-07-25 13F Keener Financial Planning LLC 830 12.93 0
2025-08-14 13F Boston Private Wealth Llc 63,587 3,944
2025-08-14 13F Eight 31 Financial Llc 10,070 0.34 625 6.67
2025-07-18 13F Bartlett & Co. Wealth Management Llc 771,412 17.79 47,843 25.19
2025-08-14 13F Financial Engines Advisors L.L.C. 8,493,316 4.31 526,755 10.87
2025-07-10 13F Sky Investment Group LLC 4,120 5.29
2025-08-01 13F First Command Advisory Services, Inc. 15,412,835 1.66 955,904 2.52
2025-07-29 13F Novare Capital Management Llc 139,777 2.19 8,669 8.61
2025-08-11 13F Stonebrook Private Inc. 13,175 0.02 817 6.38
2025-07-25 13F Almanack Investment Partners, LLC. 5,636 350
2025-08-05 13F Blue Barn Wealth, LLC 4,386 7.42 272 14.29
2025-07-09 13F Towerpoint Wealth, LLC 37,666 165.89 2,336 182.81
2025-07-18 13F Client 1st Advisory Group, Llc 3,238 201
2025-08-11 13F FSA Wealth Management LLC 1,043 0.10 648 10.60
2025-08-12 13F/A Brightwater Advisory LLC 39,868 1.35 2,473 7.71
2025-07-15 13F BCS Wealth Management 10,476 8.64 1
2025-08-12 13F Legal & General Group Plc 36,728 74.07 2,278 85.05
2025-08-25 13F/A Neuberger Berman Group LLC 86,918 5.70 5,391 12.34
2025-08-12 13F Forum Private Client Group LLC 76,065 9.28 4,718 16.15
2025-04-30 13F Sofos Investments, Inc. 2,623 19.50 153 19.53
2025-08-01 13F Envestnet Asset Management Inc 34,572,306 1.52 2,143,792 7.88
2025-07-25 13F Courage Miller Partners, LLC 13,700 8.81 850 15.67
2025-07-09 13F Stony Point Wealth Management Inc. 11,773 0.48 730 6.88
2025-07-31 13F Resonant Capital Advisors, LLC 696,158 1.04 43,176 7.39
2025-08-11 13F Private Advisor Group, LLC Put 3,000 5
2025-07-23 13F Madden Advisory Services, Inc. 25,485 0.50 1,581 6.83
2025-08-11 13F Private Advisor Group, LLC 1,083,445 7.43 67,195 14.18
2025-07-11 13F AA Financial Advisors, LLC 67,365 6.71 4,178 13.41
2025-08-14 13F Hamilton Capital, LLC 1,783,594 2.94 110,618 9.42
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 3,588 223
2025-08-14 13F Financial Strategies Group, Inc. 56,102 0.61 3,559 16.12
2025-07-31 13F Oak Harbor Wealth Partners, Llc 32,173 4.14 1,995 10.71
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 57,321 0.58 3,555 6.92
2025-07-31 13F Leavell Investment Management, Inc. 295,652 2.92 18,336 9.40
2025-07-31 13F Guardian Wealth Advisors, LLC 241,078 8.25 14,952 15.06
2025-07-22 13F Wealthcare Advisory Partners LLC 396,388 101.10 24,584 113.75
2025-07-30 13F Bleakley Financial Group, LLC 337,303 428.96 20,920 462.34
2025-08-12 13F BlueStem Wealth Partners, LLC 547,970 32.26 33,985 40.58
2025-07-14 13F Abacus Planning Group, Inc. 14,953 927
2025-08-13 13F Gibbs Wealth Management 7,371 457
2025-06-23 NP MPSIX - MidCap S&P 400 Index Fund Institutional Class 68,000 31.53 3,870 15.77
2025-08-13 13F SMART Wealth LLC 3,756 4.16 233 10.48
2025-07-14 13F Chapin Davis, Inc. 25,839 0.55 1,603 6.87
2025-07-15 13F MCF Advisors LLC 1,011,058 3.98 62,706 10.52
2025-07-11 13F Marshall & Sullivan Inc /wa/ 200 12
2025-08-14 13F Sequent Planning LLC 4,541 12.21 282 19.07
2025-07-09 13F WealthCare Investment Partners, LLC 7,098 0.31 453 19.26
2025-07-23 13F Drake & Associates, LLC 374,190 5.68 23,207 12.33
2025-05-15 13F IronBridge Private Wealth, LLC 252,644 9.08 14,742 2.15
2025-07-18 13F Naples Global Advisors, Llc 179,925 0.82 11,159 7.16
2025-08-13 13F First Trust Advisors Lp 9,352 7.95 580 14.65
2025-04-28 13F Buffington Mohr McNeal 41,081 6.67 2,397 -0.08
2025-07-17 13F Summit Financial Strategies, Inc. 688,843 9.05 42,722 15.91
2025-08-08 13F TD Capital Management LLC 5,026 43.97 312 53.20
2025-08-13 13F Great Diamond Partners, LLC 81,746 10.83 5,070 17.80
2025-08-01 13F Schmidt P J Investment Management Inc 32,595 2,022
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 64,772 0.57 4,017 6.92
2025-07-22 13F 4Thought Financial Group Inc. 35,125 12.07 2,178 19.15
2025-07-23 13F Charter Trust Co 478,814 0.19 29,696 6.49
2025-08-07 13F Midwest Trust Co 523,597 32,474
2025-07-08 13F Next Level Private LLC 13,725 1.18 851 7.59
2025-07-17 13F SWS Partners 222,344 9.07 13,790 15.93
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 16,152 3.78 1,002 10.24
2025-08-12 13F Peachtree Investment Partners, LLC 9,060 0.20 562 6.45
2025-07-31 13F Briaud Financial Planning, Inc 3,345 20.11 0
2025-08-07 13F Birchcreek Wealth Management, LLC 58,154 8.28 3,607 15.10
2025-08-11 13F Inspire Advisors, LLC 8,932 2.81 554 9.29
2025-07-25 13F Joel Adams & Associates, Inc. 55,422 2.71 3,437 9.18
2025-07-17 13F Guyasuta Investment Advisors Inc 10,113 2.51 627 9.04
2025-07-14 13F Argentarii, LLC 21,121 6.40 1,310 13.04
2025-08-05 13F Carson Advisory Inc. 7,692 5.31 477 11.97
2025-08-04 13F Assetmark, Inc 32,410 18.04 2,010 25.47
2025-08-12 13F White Pine Capital Llc 3,335 207
2025-08-13 13F West Wealth Group, LLC 4,191 263
2025-07-10 13F Moller Financial Services 67,205 5.25 4,168 11.89
2025-07-18 13F Consolidated Portfolio Review Corp 45,536 3.48 2,824 10.01
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial 1,501,047 91.24 93,095 103.27
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 4,575 8.93 284 15.51
2025-07-17 13F Capital Insight Partners, Llc 3,345 207
2025-07-10 13F Ryan Investment Management, Inc. 355 22
2025-07-28 13F Mutual Advisors, LLC 133,925 10.62 8,619 25.81
2025-07-29 13F Kelman-Lazarov, Inc. 262,276 3.25 16,266 9.75
2025-07-15 13F RVW Wealth, LLC 5,284 3.81 328 10.10
2025-08-11 13F One Capital Management, LLC 18,153 15.93 1,126 23.22
2025-08-13 13F Level Four Advisory Services, Llc 154,534 4.70 9,584 11.29
2025-07-25 13F SPC Financial, Inc. 163,405 8.10 10,134 14.90
2025-08-12 13F TCTC Holdings, LLC 100,889 8.97 6,257 15.83
2025-08-13 13F Proactive Wealth Strategies LLC 13,697 0.31 1
2025-07-30 13F Whittier Trust Co Of Nevada Inc 1,004,429 1.55 62,295 7.95
2025-08-13 13F EverSource Wealth Advisors, LLC 36,672 4.90 2,274 11.53
2025-08-05 13F Next Capital Management LLC 65,682 1.80 4,074 8.21
2025-08-12 13F PKS Advisory Services, LLC 305,304 0.38 18,935 6.69
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 348,503 1.14 21,614 7.51
2025-08-04 13F Partners in Financial Planning 5,435 0.13 337 6.65
2025-08-14 13F Hrt Financial Lp 42,558 3
2025-08-04 13F Continental Investors Services, Inc. 19,961 0.57 1,239 6.63
2025-08-14 13F RMB Capital Management, LLC 284,300 25.72 17,632 33.64
2025-07-17 13F Greenhouse Wealth Management, LLC 7,037 0.29 436 6.60
2025-07-24 13F Leo Wealth, LLC 33,162 9.12 2,057 15.96
2025-08-27 13F Cypress Capital Advisors, LLC 8,997 0.14 558 6.30
2025-07-08 13F Boltwood Capital Management 115,940 1.63 7,191 8.02
2025-08-14 13F Destination Wealth Management 1,027,417 2.11 63,720 8.53
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 75 5
2025-08-12 13F Eley Financial Management, Inc 241,480 0.52 14,977 6.28
2025-07-15 13F Financial Partners Group, Inc 29,638 0.77 1,838 7.11
2025-08-04 13F Beirne Wealth Consulting Services, LLC 98,222 42.85 6,093 51.83
2025-08-01 13F Centerpoint Advisors, LLC 292,734 0.71 18 12.50
2025-07-10 13F Fulton Bank, N.a. 57,081 30.39 3,540 38.61
2025-07-28 13F Rosenberg Matthew Hamilton 4,761 58.17 295 68.57
2025-08-18 13F Geneos Wealth Management Inc. 48,725 18.06 3,022 25.46
2025-08-06 13F Financial Advisory Corp /ut/ /adv 12,457 1
2025-07-10 13F Security National Bank 14,259 18.32 884 25.75
2025-07-21 13F Qrg Capital Management, Inc. 45,375 21.04 2,814 28.67
2025-08-04 13F Creative Financial Designs Inc /adv 102,976 4.40 6,387 10.96
2025-07-08 13F Northstar Advisory Group, LLC 4,100 3.27 254 9.96
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 285,378 2.01 17,699 8.43
2025-08-14 13F Tripletail Wealth Management, LLC 4,730 295
2025-07-15 13F Garrett Investment Advisors LLC 22,895 0.01 1,420 6.29
2025-08-05 13F Access Investment Management LLC 675 42
2025-08-14 13F Core Wealth Advisors, Inc. 248,285 2.61 15,399 9.06
2025-08-14 13F/A Skopos Labs, Inc. 19,170 195.29 494 30.42
2025-08-13 13F Grove Street Fiduciary, LLC 7,200 0.18 447 6.44
2025-07-21 13F New Century Financial Group, LLC 6,442 53.89 400 63.52
2025-08-07 13F Beese Fulmer Investment Management, Inc. 85,510 5,303
2025-07-14 13F Farmers & Merchants Investments Inc 1,729,458 8.41 107,261 15.23
2025-08-13 13F Nicolet Bankshares Inc 13,914 17.78 863 25.11
2025-07-30 13F Roman Butler Fullerton & Co 5,245 0.13 338 17.42
2025-07-15 13F Sheets Smith Wealth Management 107,257 0.00 6,652 6.30
2025-07-24 13F Lee Financial Co 1,298,138 1.83 80,510 8.24
2025-07-10 13F Clare Market Investments LLC 3,225 200
2025-07-22 13F Valeo Financial Advisors, LLC 3,629,957 4.55 224,849 11.13
2025-07-22 13F IFS Advisors, LLC 160,599 44.30 9,960 53.37
2025-08-07 13F Alliance Wealth Management Group 81,360 5.42 5,047 12.06
2025-08-05 13F Mason Investment Advisory Services, Inc. 7,295 0.27 452 6.60
2025-08-13 13F Congress Wealth Management LLC / DE / 969,258 20.97 60,113 28.52
2025-04-11 13F Safeguard Financial, LLC 9,398 5.50 548 -1.26
2025-08-14 13F Operose Advisors LLC 41,175 51.41 2,554 60.97
2025-08-14 13F Common Fund For Nonprofit Organizations 245,577 0.31 15,231 6.62
2025-08-14 13F Balyasny Asset Management Llc 44,833 2,781
2025-07-11 13F Professional Advisory Services Inc 325,952 0.60 20 11.11
2025-07-22 13F Miracle Mile Advisors, LLC 275,656 194.29 17,096 212.83
2025-08-14 13F Rock Point Advisors, LLC 3,492 217
2025-08-04 13F BLB&B Advisors, LLC 2,203,629 0.64 136,669 6.97
2025-08-05 13F Huntington National Bank 271,238 4.41
2025-07-23 13F Cannon Wealth Management Services, LLC 3,563 0.03 221 6.28
2025-07-16 13F GenWealth Group, Inc. 410,976 25,489
2025-08-08 13F Burling Wealth Partners, Llc 8,113 1.90 503 8.41
2025-07-09 13F Sapient Capital Llc 22,752 10.82 1,411 17.88
2025-08-14 13F Main Street Financial Solutions, LLC 18,756 103.25 1,163 116.17
2025-08-12 13F Indie Asset Partners, LLC 5,337 17.22 331 24.91
2025-07-24 13F Us Bancorp \de\ 5,212,331 2.22 323,269 8.65
2025-08-14 13F Advisor OS, LLC 5,441 11.04 337 18.25
2025-04-02 13F Clark Asset Management, LLC 0 0
2025-08-13 13F Saiph Capital, LLC 13,549 92.70 840 104.88
2025-07-10 13F Exchange Traded Concepts, Llc 25,076 1,555
2025-07-15 13F Pitti Group Wealth Management, LLC 40,220 5.28 2,494 11.89
2025-07-30 13F Eqis Capital Management, Inc. 243,609 4.89 15,109 11.49
2025-08-14 13F Windsor Advisory Group, LLC 575 36
2025-08-14 13F Financial Advisory Service, Inc. 36,287 0.30 2,251 6.58
2025-07-31 13F DDD Partners, LLC 7,148 0.03 443 6.49
2025-07-31 13F Jackson Hole Capital Partners, LLC 10,336 1.33 641 7.73
2025-07-23 13F Country Club Bank /gfn 168,138 1.40 10,428 8.04
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 265,492 0.34 16,466 6.65
2025-08-14 13F First Financial Bankshares Inc 2,740,978 2.41 169,995 8.85
2025-08-14 13F Goldman Sachs Group Inc 26,883,799 49.51 1,667,333 58.91
2025-08-14 13F Ausdal Financial Partners, Inc. 40,835 0.58 2,533 6.93
2025-08-04 13F Pinnacle Associates Ltd 352,929 5.17 21,889 11.79
2025-07-28 13F Cypress Wealth Services, LLC 3,906 1.06 242 7.56
2025-07-09 13F Goelzer Investment Management, Inc. 1,180,815 2.51 73,234 8.95
2025-08-14 13F Evergreen Capital Management Llc 97,554 10.36 6,050 17.32
2025-08-14 13F TT Capital Management LLC 29,351 1,745
2025-07-10 13F Strathmore Capital Advisors, Inc. 8,441 537
2025-08-11 13F Bell Investment Advisors, Inc 1,095 68
2025-08-12 13F Clearbridge Investments, LLC 11,755 1.29 729 7.68
2025-08-11 13F Slagle Financial, LLC 82,831 5,137
2025-07-29 13F Empirical Asset Management, LLC 18,293 1.35 1,135 7.69
2025-07-09 13F First Bank & Trust 220,532 5.67 13,677 12.32
2025-08-01 13F Yukon Wealth Management, Inc. 8,689 0.32 539 6.53
2025-08-11 13F Brown Brothers Harriman & Co 279,986 1.99 17,365 8.40
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 14,552 0.03 902 6.37
2025-07-17 13F Melfa Wealth Management, Llc 8,242 0.15 511 6.46
2025-08-12 13F O'shaughnessy Asset Management, Llc 92,155 4.80 5,715 11.40
2025-07-22 13F Powell Investment Advisors, LLC 11,889 19.22 737 26.85
2025-08-12 13F North Star Asset Management Inc 26,503 0.34 1,644 6.62
2025-08-12 13F Founders Financial Alliance, LLC 16,365 4.68 1,015 11.29
2025-07-11 13F Phillips Wealth Planners LLC 6,805 1.58 432 18.41
2025-08-06 13F 360 Financial, Inc. 57,911 5.98 3,592 12.64
2025-07-08 13F Parisi Gray Wealth Management 112,894 61.32 7,002 71.47
2025-07-28 13F Founders Grove Wealth Partners, Llc 87,526 0.46 5,428 6.79
2025-04-15 13F Noble Wealth Management PBC 35,948 3.91 2,098 -2.69
2025-08-06 13F Reston Wealth Management Llc 3,346 208
2025-07-30 13F/A KPP Advisory Services LLC 57,444 1.56 3,563 7.94
2025-07-17 13F XY Planning Network, Inc. 15,541 15.23 964 22.52
2025-08-13 13F Basso Capital Management, L.p. 18,767 12.58 1,164 19.65
2025-07-17 13F Leverty Financial Group, LLC 97,978 30.20 6,076 38.41
2025-08-08 13F Avalon Trust Co 5,414 227.13 336 248.96
2025-07-22 13F Mascoma Wealth Management LLC 135,081 0.14 8,378 6.43
2025-08-18 13F/A Westwood Holdings Group Inc 669,107 13.33 41,498 20.46
2025-08-04 13F Human Investing LLC 533,142 6.57 33,095 13.37
2025-08-14 13F Staley Capital Advisers Inc 5,565 1.74 345 8.15
2025-08-13 13F Strategic Financial Planning, Inc. 3,339 207
2025-07-24 13F Galvin, Gaustad & Stein, LLC 240,074 5.35 14,889 11.98
2025-07-28 13F Bridges Investment Management Inc 4,581,466 0.78 284,143 7.12
2025-05-28 NP TFAGX - TFA AlphaGen Growth Fund Class I 7,000 7.69 408 0.74
2025-07-11 13F Busey Wealth Management 106,846 0.54 6,627 6.87
2025-08-11 13F Platform Technology Partners 7,182 445
2025-08-01 13F Redwood Park Advisors LLC 1,405 0.36 87 7.41
2025-08-07 13F Zions Bancorporation, National Association /ut/ 990,502 111.06 61,431 124.33
2025-08-08 13F WASHINGTON TRUST Co 258,694 5.06 16,044 11.66
2025-08-11 13F Edgemoor Investment Advisors, Inc. 18,354 0.64 1,138 6.95
2025-07-28 13F Variant Private Wealth, LLC 62,716 0.61 3,890 6.93
2025-08-13 13F Kilter Group LLC 303 19
2025-07-29 13F Balboa Wealth Partners 10,394 12.57 645 19.70
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 441,264 0.65 27,367 6.98
2025-08-18 13F/A National Bank Of Canada /fi/ 126,789 36.29 7,865 44.90
2025-07-28 13F Nadler Financial Group, Inc. 662,091 1.10 41,063 7.46
2025-07-09 13F Keystone Wealth Services, LLC 11,882 1.20 737 7.45
2025-06-23 NP AOM - iShares Core Moderate Allocation ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 321,785 2.44 18,313 -9.83
2025-08-04 13F AlphaStar Capital Management, LLC 16,262 1,009
2025-07-23 13F Kingswood Wealth Advisors, Llc 58,154 16.14 3,607 23.41
2025-08-13 13F BCJ Capital Management, LLC 6,407 6.18 397 12.78
2025-08-08 13F Compass Financial Services Inc 999 0.30 62 5.17
2025-08-14 13F Aft, Forsyth & Company, Inc. 28,046 0.09 1,739 6.36
2025-07-23 13F West Paces Advisors Inc. 857,595 1.30 53,188 7.68
2025-07-23 13F 1 North Wealth Services Llc 177,010 1.80 10,978 8.21
2025-08-12 13F GDS Wealth Management 18,577 6.69 1,152 13.50
2025-08-13 13F Bernardo Wealth Planning LLC 5,809 1.48 0
2025-07-23 13F Arcataur Capital Management LLC 431,112 0.44 26,738 6.75
2025-08-11 13F Atlantic Private Wealth, LLC 21 1
2025-08-08 13F Advisors Capital Management, LLC 206,369 15.29 12,799 22.55
2025-07-15 13F LVZ Advisors, Inc. 1,102,344 5.33 68,367 11.96
2025-08-13 13F B&D White Capital Company, LLC 14,118 0.09 876 6.32
2025-07-25 13F Hemington Wealth Management 8,673 0.09 1
2025-07-29 13F Creekside Partners 20,510 0.18 1,272 6.53
2025-07-16 13F Brown, Lisle/cummings, Inc. 23,055 6.55 1,430 13.23
2025-07-18 13F Forbes J M & Co Llp 211,136 0.16 13,095 6.46
2025-08-07 13F Winthrop Capital Management, LLC 24,105 0.03 1 0.00
2025-08-12 13F Fortis Capital Management LLC 6,033 56.99 374 66.96
2025-08-12 13F Ames National Corp 46,986 2.35 2,914 8.81
2025-07-29 13F APCM Wealth Management for Individuals 1,175,233 12.13 72,888 19.19
2025-08-06 13F Csenge Advisory Group 14,174 2.87 851 12.72
2025-07-17 13F Global Trust Asset Management, LLC 10,943 18.84 679 26.26
2025-08-11 13F Principal Securities, Inc. 181,884 2.12 11,280 1.64
2025-07-28 13F RFG Advisory, LLC 38,152 8.00 2,366 14.80
2025-07-17 13F Norris Perne & French Llp/mi 243,745 2.30 15,117 8.73
2025-07-22 13F Petros Family Wealth, LLC 40,879 7.68 2,535 14.45
2025-08-05 13F Meridian Management Co 272,604 58.13 17,182 70.81
2025-07-18 13F Childress Capital Advisors, Llc 11,081 687
2025-08-14 13F CoreFirst Bank & Trust 47,445 12.80 2,943 19.89
2025-08-11 13F Traub Capital Management LLC 13,597 843
2025-08-15 13F Stonebridge Capital Advisors LLC 4,082 5.48 253 12.44
2025-07-01 13F Private Client Services, Llc 6,444 36.15 400 44.57
2025-07-31 13F Pinnacle Wealth Management Group, Inc. 10,042 3.90 623 10.48
2025-07-21 13F Tilia Fiduciary Partners, Inc. 11,500 0.92 713 7.38
2025-07-31 13F Carnegie Capital Asset Management, LLC 52,223 10.06 3,239 26.73
2025-08-08 13F Maple Capital Management, Inc. 36,420 9.64 2,259 16.51
2025-07-22 13F Macroview Investment Management Llc 38,676 5.65 2,399 12.27
2025-07-24 13F IFP Advisors, Inc 194,470 19.54 12,061 27.06
2025-08-12 13F Blueprint Financial Advisors LLC 73,730 4,573
2025-08-05 13F Telos Capital Management, Inc. 177,116 6.29 10,985 12.97
2025-07-18 13F Dogwood Wealth Management LLC 60 4
2025-08-14 13F Mariner, LLC 13,961,480 2.07 865,891 8.49
2025-08-14 13F Glenview Trust Co 353,131 0.03 21,901 6.33
2025-09-03 13F American Trust 782,741 2.36 48,546 8.80
2025-07-22 13F Schwab Charitable Fund 29,759 6.90 1,846 13.61
2025-07-25 13F Apollon Financial, LLC 114,948 2.38 7,129 8.82
2025-07-23 13F Columbus Macro, LLC 3,716 4.12 230 10.58
2025-07-25 13F JustInvest LLC 16,531 38.80 1,025 47.69
2025-08-13 13F Quantbot Technologies LP 268 17
2025-08-12 13F Seeds Investor Llc 41,702 22.34 2,586 30.02
2025-07-29 13F Stephens Inc /ar/ 66,120 14.25 4,101 21.45
2025-07-16 13F Spirepoint Private Client, Llc 22,340 2.19 1,386 8.63
2025-08-07 13F Argent Advisors, Inc. 227,579 3.24 14,114 9.73
2025-07-24 13F Von Berge Wealth Management Group, LLC 3,710 0.30 237 12.86
2025-07-25 13F Bill Few Associates, Inc. 8,561 12.56 531 19.64
2025-07-21 13F DHJJ Financial Advisors, Ltd. 305,619 0.01 18,954 6.30
2025-09-02 13F/A FSC Wealth Advisors, LLC 34,032 6.19 2,111 12.89
2025-07-30 13F Fairway Wealth LLC 191,661 2.11 11,887 8.53
2025-08-06 13F/A Flagship Private Wealth, LLC 101,436 1.22 6,291 7.59
2025-08-11 13F Shoker Investment Counsel, Inc. 473,034 0.34 29,338 6.65
2025-07-22 13F Brown Miller Wealth Management, LLC 39,836 9.39 2,471 16.29
2025-08-05 13F Towercrest Capital Management 194,216 7.57 12,046 14.33
2025-08-13 13F Crescent Grove Advisors, LLC 295,058 2.05 18,299 8.47
2025-08-06 13F Texas Yale Capital Corp. 15,567 0.85 965 7.22
2025-08-14 13F Integrated Investment Consultants, LLC 10,289 2.06 638 8.50
2025-08-14 13F Cardiff Park Advisors, Llc 11,842 0.16 734 6.53
2025-07-17 13F Presper Financial Architects, LLC 342,735 21
2025-05-21 13F CBM Financial, LLC 244,315 14,942
2025-08-07 13F LOM Asset Management Ltd 48,201 3
2025-07-25 13F Landmark Wealth Management, LLC 91,874 0.65 6 0.00
2025-07-22 13F Kickstand Ventures, Llc. 62,827 19.42 3,897 26.95
2025-08-07 13F Prime Buchholz LLC 7,532 0.31 467 6.62
2025-07-30 13F Pacific Sun Financial Corp 13,051 0.38 809 6.73
2025-08-01 13F/A GGM Financials LLC 26,474 2.81 1,642 9.25
2025-07-21 13F Warner Financial, Inc 12,629 0.30 1
2025-08-11 13F Root Financial Partners, LLC 11,151 4.10 692 10.56
2025-08-11 13F Culbertson A N & Co Inc 23,244 6.29 1,442 12.93
2025-08-07 13F Private Advisory Group LLC 171,698 10,649
2025-08-01 13F Chilton Capital Management Llc 4,144 2.22 257 8.90
2025-07-10 13F Sharkey, Howes & Javer 14,861 32.12 922 40.40
2025-08-14 13F FC Advisory LLC 81,924 7.72 5,081 14.49
2025-08-08 13F VeraBank, N.A. 27,317 2.11 1,694 8.59
2025-07-25 13F Meritage Portfolio Management 4,066 15.51 252 22.93
2025-07-23 13F Clear Creek Financial Management, LLC 16,782 82.47 1,041 94.03
2025-08-06 13F SP Asset Management LLC 7,717 0.10 479 6.46
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II 280,867 3.28 17,419 9.78
2025-08-07 13F Cahill Financial Advisors Inc 173,875 3.02 10,784 9.49
2025-07-21 13F Jmac Enterprises Llc 135,195 50.81 8,385 60.31
2025-08-05 13F NewSquare Capital LLC 582,911 4.35 36,152 10.91
2025-08-08 13F Compass Wealth Management LLC 3,529 14.21 219 21.11
2025-05-14 13F Monterey Private Wealth, Inc. 4,928 0.49 288 -5.90
2025-07-17 13F SC&H Financial Advisors, Inc. 13,805 0.12 856 6.47
2025-07-17 13F Tritonpoint Wealth, Llc 21,763 1.94 1,350 8.35
2025-08-06 13F LeClair Wealth Partners LLC 3,321 206
2025-08-14 13F Snowden Capital Advisors LLC 120,522 4.03 7,475 10.56
2025-07-10 13F American Financial Advisors, LLC 229,291 6.43 14,221 13.12
2025-08-11 13F Brass Tax Wealth Management, Inc 103,713 5.55 6,432 12.19
2025-07-08 13F Gradient Investments LLC 27,165 23.44 1,685 31.15
2025-08-11 13F Wescott Financial Advisory Group, LLC 141,026 7.95 8,746 14.75
2025-07-16 13F Magnus Financial Group LLC 792,654 2.36 49,160 8.80
2025-08-07 13F 49 Wealth Management, Llc 315,999 16.39 19,598 23.72
2025-08-07 13F Addison Advisors LLC 3,999 0.25 248 6.90
2025-07-30 13F Connors Investor Services Inc 33,559 24.02 2,081 31.88
2025-08-13 13F Stenger Family Office, LLC 20,274 20.83 1,292 23.64
2025-08-15 13F Equitable Holdings, Inc. 1,244,055 6.92 77,156 13.65
2025-08-14 13F State Of Wisconsin Investment Board 122,030 48.40 7,568 57.73
2025-08-25 NP MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I 73,556 5.89 4,562 12.53
2025-07-01 13F Harbor Investment Advisory, Llc 65,976 5.93 4,092 12.58
2025-08-06 13F Walkner Condon Financial Advisors LLC 229,926 11.14 14,259 18.13
2025-07-15 13F James J. Burns & Company, LLC 4,946 0.18 307 6.25
2025-08-05 13F VGI Partners Ltd 4,077 253
2025-07-23 13F Equitable Trust Co 248,613 8.24 15,419 15.05
2025-07-24 13F Stonebridge Financial Group, LLC 21,408 3.12 1,328 9.58
2025-08-04 13F Amplius Wealth Advisors, LLC 42,919 6.00 2,662 12.66
2025-07-09 13F Brand Asset Management Group, Inc. 416,205 1.03 25,813 7.39
2025-07-28 13F Harbour Trust & Investment Management Co 304,497 1.21 18,885 7.58
2025-08-07 13F Delta Financial Advisors Llc 45,308 0.00 2,810 6.32
2025-07-29 13F Rodgers & Associates, LTD 3,927 244
2025-08-06 13F Atlas Legacy Advisors, LLC 97,625 48.40 6,055 57.74
2025-08-13 13F Hsbc Holdings Plc 798,326 0.19 49,510 6.52
2025-07-25 13F Ellis Investment Partners, LLC 159,233 0.44 9,876 6.76
2025-07-08 13F Canandaigua National Bank & Trust Co 38,055 0.31 2,360 6.64
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 78,245 34.64 4,853 43.08
2025-07-14 13F Lewis Asset Management, LLC 8,210 5.50 509 12.11
2025-08-04 13F Center for Financial Planning, Inc. 50,368 1.96 3,124 8.36
2025-07-30 13F Covenant Partners, LLC 32,010 3.67 1,985 10.22
2025-07-07 13F Verde Capital Management 451,068 5.19 27,975 11.81
2025-07-25 13F Concord Wealth Partners 4,421 0.14 274 6.61
2025-07-31 13F Aspen Capital Management, LLC 3,580 0.11 222 6.73
2025-08-08 13F Wealth Alliance 58,199 1.77 3,610 8.18
2025-08-01 13F Transcend Wealth Collective, Llc 78,443 5.21 4,865 11.84
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 17,081 0.70 1,059 3.93
2025-07-09 13F Sunpointe, LLC 29,215 1.82 1,812 8.18
2025-07-28 13F CGC Financial Services, LLC 107,300 4.54 6,655 11.12
2025-07-03 13F Fiduciary Financial Group, Llc 3,580 225
2025-08-14 13F Lebenthal Global Advisors, LLC 132,949 1.46 8,245 7.85
2025-08-14 13F Starboard Value LP 5,250,656 47.29 325,646 56.55
2025-04-18 13F Wolf Group Capital Advisors 74,381 839.51 4,340 109.66
2025-07-31 13F Oppenheimer & Co Inc 648,678 5.13 40,231 11.74
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 117,608 4.92 7,294 11.53
2025-08-04 13F B&l Asset Management Llc 44,596 2,766
2025-08-11 13F PFG Private Wealth Management, LLC 67,480 1.94 4,185 8.36
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 315,209 1.11 19,549 7.47
2025-08-14 13F Summit Trail Advisors, Llc 145,961 9,053
2025-07-14 13F Sound Stewardship, LLC 91,939 8.61 5,702 15.45
2025-05-02 13F Retirement Planning Co of New England, Inc. 6,720 392
2025-07-21 13F Hilltop National Bank 80,845 14.35 5,014 13.83
2025-08-05 13F Bank of New York Mellon Corp 59,972,950 0.96 3,719,522 7.31
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 14,915 11.14 870 4.07
2025-07-14 13F Cathy Pareto & Associates, Inc 13,619 13.95 845 21.09
2025-07-29 13F Planned Solutions, Inc. 10,969 0.22 680 6.58
2025-07-29 13F Mine & Arao Wealth Creation & Management, LLC. 26,103 0.70 1,619 7.01
2025-07-23 13F Proffitt & Goodson Inc 179,405 4.48 11,127 11.05
2025-08-25 13F Hilltop Partners LLC 85,675 7.03 5,314 13.77
2025-08-07 13F Davis R M Inc 3,203,403 1.37 198,675 7.75
2025-08-14 13F Coastal Bridge Advisors, LLC 34,759 1.75 2,156 8.13
2025-08-05 13F Plante Moran Financial Advisors, LLC 12,796 33.74 794 42.11
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 26,221 0.11 1,626 6.41
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 10,305,199 1.86 639,128 8.26
2025-07-11 13F Quad-Cities Investment Group, LLC 111,744 0.29 6,930 6.60
2025-08-13 13F Jones Financial Companies Lllp 5,474,798 20.99 339,547 28.81
2025-08-12 13F AlphaCore Capital LLC 100,482 139.39 6,232 154.43
2025-07-15 13F McAdam, LLC 6,439 63.38 399 74.24
2025-07-23 13F Nelson Capital Management, LLC 5,005 310
2025-07-22 13F Rochester Wealth Strategies, LLC 157,915 11.79 9,794 18.82
2025-08-12 13F Southeast Asset Advisors Inc. 243,354 4.69 15,093 11.28
2025-07-14 13F Painted Porch Advisors LLC 310 67.57 19 90.00
2025-08-13 13F Capital Fund Management S.a. Call 19,000 40.74 1,178 49.68
2025-08-13 13F Allie Family Office LLC 18,052 0.23 1,120 6.57
2025-07-31 13F Leelyn Smith, LLC 3,402 211
2025-07-30 13F Whittier Trust Co 1,770,444 1.81 109,803 8.24
2025-06-23 NP AOR - iShares Core Growth Allocation ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 756,440 3.66 43,049 -8.75
2025-07-30 13F Pittenger & Anderson Inc 211,312 1.52 13,106 7.90
2025-08-14 13F Headlands Technologies LLC 6,155 382
2025-08-12 13F Richmond Investment Services, LLC 10,216 100.75 634 113.85
2025-08-04 13F Linscomb & Williams, Inc. 1,587,720 1.73 98,470 8.12
2025-07-07 13F Nova Wealth Management, Inc. 342 132.65 21 162.50
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Core ETF 3,045 16.67 173 2.98
2025-07-29 13F Orin Green Financial, LLC 323,686 1.63 20,075 17.60
2025-07-25 13F Presilium Private Wealth, Llc 4,330 1.45 269 7.63
2025-07-31 13F Curio Wealth, Llc 1,920 63,900.00 119 -29.17
2025-08-05 13F GPS Wealth Strategies Group, LLC 6,123 4.65 380 11.14
2025-08-07 13F/A Curat Global, LLC 88,920 99.13 5,515 111.67
2025-07-17 13F Vermillion Wealth Management, Inc. 649 324.18 40 400.00
2025-07-18 13F Vicus Capital 1,177,230 4.12 73,012 10.67
2025-08-14 13F Sunbelt Securities, Inc. 27,703 7.81 1,726 15.14
2025-08-14 13F Fort Point Capital Partners LLC 41,339 204.59 2,564 224.02
2025-08-06 13F Grey Fox Wealth Advisors, LLC 63,927 12.24 3,965 19.29
2025-08-12 13F Tarbox Family Office, Inc. 1,141,922 2.17 70,822 8.59
2025-08-27 13F Tribridge Partners Financial LLC 10,332 1
2025-07-31 13F Cosner Financial Group, LLC 31,253 16.16 1,938 23.52
2025-07-30 13F Avidian Wealth Solutions, LLC 990,856 11.11 61,453 18.10
2025-08-05 13F Pointe Capital Management LLC 18,417 2.95 1,142 9.49
2025-08-13 13F Ally Invest Advisors Inc. 1,339,430 5.61 83,071 12.25
2025-07-16 13F Instrumental Wealth, Llc 298,995 6.29 18,693 17.43
2025-08-14 13F Fortress Financial Group, Llc 20,849 69.60 1,293 80.33
2025-08-06 13F Summit Wealth Group, LLC 4,183 8.65 0
2025-07-18 13F SigFig Wealth Management, LLC 56,669 25.82 3,515 34.07
2025-07-09 13F Bowman & Co S.C. 53,173 5.26 3,297 11.84
2025-08-07 13F Latko Wealth Management, Ltd. 6,260 6.39 0
2025-07-11 13F Grove Bank & Trust 780,507 2.74 48,407 9.21
2025-07-23 13F Venturi Wealth Management, LLC 18,263 2.49 1,133 8.95
2025-07-31 13F Richards, Merrill & Peterson, Inc. 26,186 9.17 1,624 16.08
2025-07-15 13F Evanson Asset Management, LLC 16,444 0.07 1,020 6.37
2025-08-13 13F Keystone Financial Group 22,124 0.33 1,372 6.52
2025-07-29 13F Primoris Wealth Advisors, Llc 12,434 0.01 771 6.34
2025-07-09 13F David J Yvars Group 144,933 67.00 8,989 77.49
2025-07-08 13F TL Private Wealth 14,110 0.01 891 23.58
2025-08-12 13F Richard W. Paul & Associates, LLC 47,158 3.88 2,925 10.42
2025-08-13 13F Green Harvest Asset Management LLC 11,171 1.82 693 8.13
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