IVV / iShares Trust - iShares Core S&P 500 ETF - Kepemilikan Institusional - Pembeli

iShares Trust - iShares Core S&P 500 ETF
US ˙ ARCA ˙ US4642872000

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core S&P 500 ETF meliputi BUYW - Main BuyWrite ETF, Kingstone Capital Partners Texas, LLC, EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB, Glenmede Investment Management, LP, Midwest Trust Co, CBM Financial, LLC, MMAX - iShares Large Cap Max Buffer Mar ETF, NDMAX - Nationwide Investor Destinations Moderately Aggressive Fund Class A, NADMX - Nationwide Investor Destinations Moderate Fund Class A, TCTQX - Transamerica ClearTrack 2040 R3, NDAAX - Nationwide Investor Destinations Aggressive Fund Class A, TCTZX - Transamerica ClearTrack Retirement Income R3, JCSD Capital, LLC, TCTMX - Transamerica ClearTrack 2035 R3, Headland Capital, LLC, Fifth Lane Capital, Lp, TCTTX - Transamerica ClearTrack 2045 R3, TCTLX - Transamerica ClearTrack 2030 R3, TCTUX - Transamerica ClearTrack 2050 R3, dan Mustico Financial Group, Inc. .

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.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-25 13F Pandora Wealth, Inc. 21,136 0.02 13,123 10.53
2025-08-13 13F Vantagepoint Investment Advisers Llc 524,120 213.90 325,426 246.86
2025-08-14 13F Bontempo Ohly Capital Mgmt Llc 87,000 2.42 54,018 13.18
2025-08-07 13F Cvfg Llc 5,073 3.51 3,150 14.38
2025-08-14 13F Valley Financial Group, Inc. 50,107 4.54 31,111 15.51
2025-07-22 13F Wealthcare Capital Management Llc 4,141 0.29 2,571 10.78
2025-08-14 13F Tudor Financial Inc. 4,479 2.92 2,781 13.70
2025-08-04 13F REDW Wealth LLC 21,447 0.67 13,316 11.24
2025-07-30 13F Financial Perspectives, Inc 6,948 5.27 4,314 13.62
2025-08-14 13F Clarity Asset Management, Inc. 482 38.11 299 52.55
2025-08-08 13F Financial Life Planners 39,440 8.13 24,488 19.48
2025-07-17 13F Coastline Trust Co 57,031 8.82 35,411 20.25
2025-08-07 13F Panoramic Investment Advisors, Llc 4,334 0.93 2,691 11.53
2025-07-16 13F ORG Partners LLC 5,691 26.80 3,538 39.57
2025-03-11 13F Anchor Pointe Wealth Management, LLC 5,159 3,049
2025-07-24 13F Lmcg Investments, Llc 1,652 1,026
2025-08-13 13F North Berkeley Wealth Management, LLC 5,074 11.27 3,151 22.95
2025-07-10 13F Triangle Securities Wealth Management 992 101.63 616 122.83
2025-08-05 13F AAFCPAs Wealth Management, LLC 84,766 10.28 52,631 21.87
2025-07-30 13F Canvas Wealth Advisors, LLC 26,320 21.14 16,843 46.44
2025-07-29 13F BKD Wealth Advisors, LLC 165,580 8.32 102,808 19.70
2025-08-14 13F Paragon Private Wealth Management, LLC 323 201
2025-05-02 13F Napatree Capital Llc 5,083 4.40 2,856 -0.35
2025-08-14 13F Frisch Financial Group, Inc. 2,481 66.96 2
2025-07-23 13F Objectivity Squared, LLC 1,495 0.27 929 16.00
2025-08-19 13F Delos Wealth Advisors, LLC 442 3.51 274 14.64
2025-07-17 13F Charles Schwab Trust Co 40,890 3.57 25,389 14.45
2025-08-13 13F Wills Financial Group LLC 2,094 190.83 1,300 221.78
2025-07-08 13F Beacon Wealthcare LLC 612 1.49 380 12.13
2025-08-07 13F Vise Technologies, Inc. 58,391 166.97 36,255 181.59
2025-08-14 13F German American Bancorp, Inc. 56,311 1.84 34,963 12.53
2025-08-08 13F Larson Financial Group LLC 11,640 5.04 7,227 16.06
2025-08-13 13F Providence Capital Advisors, LLC 25,675 6.68 15,941 17.87
2025-07-21 13F Stock Yards Bank & Trust Co 164,383 5.89 102,065 17.01
2025-08-04 13F HBK Sorce Advisory LLC 12,689 5.39 7,879 16.45
2025-07-10 13F Tompkins Financial Corp 3,767 13.36 2,339 25.23
2025-08-11 13F Greykasell Wealth Strategies, Inc. 12,387 2.95 7,691 13.76
2025-07-09 13F Harbor Capital Advisors, Inc. 77,972 75.02 48 92.00
2025-08-14 13F Diversify Advisory Services, LLC 34,038 1.04 21,980 17.15
2025-07-22 13F Signature Wealth Management Partners, LLC 3,310 9.68 2,055 21.24
2025-08-06 13F Moors & Cabot, Inc. 14,662 6.82 9,104 18.04
2025-08-08 13F Ironwood Investment Counsel, LLC 14,141 25.66 8,781 38.86
2025-08-11 13F Summit Wealth Partners, LLC 35,779 95.80 22,215 116.36
2025-08-14 13F Money Concepts Capital Corp 20,126 49.77 12,496 65.51
2025-06-03 13F/A First National Bank Of Omaha 9,935 17.38 5,582 38.10
2025-08-13 13F Bare Financial Services, Inc 61,278 4.94 38,047 15.96
2025-08-12 13F Change Path, LLC 63,523 6.61 39,442 17.80
2025-07-14 13F AdvisorNet Financial, Inc 110,201 46.38 68,424 61.75
2025-08-13 13F Cambria Investment Management, L.P. 1,684 30.14 1,046 43.74
2025-08-19 13F Hohimer Wealth Management, Llc 11,799 34.28 7,326 48.37
2025-04-22 13F Veridan Wealth LLC 709 0.14 398 -6.35
2025-08-08 13F Capstone Financial Advisors, Inc. 1,430 12.07 888 24.02
2025-08-12 13F Planning Alternatives Ltd /adv 420,164 0.54 260,880 11.10
2025-08-04 13F Mesirow Financial Investment Management, Inc. 241,695 3.02 150,081 13.82
2025-07-30 13F Axecap Investments, LLC 1,168 11.77 725 23.51
2025-07-11 13F Adirondack Trust Co 131 8.26 81 20.90
2025-07-14 13F Westend Capital Management LLC 363 1.68 225 12.50
2025-07-30 13F Smith Thornton Advisors LLC 7,706 81.02 4,785 100.08
2025-08-08 13F Stephenson & Company, Inc. 35,827 4.46 22,245 15.43
2025-08-07 13F Midland Wealth Advisors Llc 362,926 2.31 225,341 13.06
2025-07-28 13F ForthRight Wealth Management, LLC 414 257
2025-08-06 13F Long Run Wealth Advisors, LLC 1,972 1.86 1,224 12.60
2025-08-14 13F Vident Advisory, LLC 8,155 4.50 5,063 15.44
2025-07-16 13F Advisors Management Group Inc /adv 418 2.96 0
2025-07-23 13F Tyche Wealth Partners LLC 10,489 13.35 6,512 25.25
2025-07-25 13F Fifth Third Wealth Advisors LLC 463,694 7.33 287,908 18.60
2025-08-13 13F Nearwater Capital Markets, Ltd 1,250,000 25.00 776,125 38.13
2025-07-28 13F IFC Advisors LLC 16,214 2.23 10,067 12.97
2025-07-29 13F Lutz Financial Services LLC 23,968 1.10 14,881 11.72
2025-07-09 13F Blodgett Wealth Advisors, Llc 5,211 7.87 3,235 19.20
2025-08-06 13F Tradewinds, LLC. 2,842 9.10 1,765 20.57
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 29,774 31.12 17,631 30.05
2025-07-17 13F HCR Wealth Advisors 39,920 4.39 24,787 15.35
2025-08-14 13F Elevatus Welath Management 406 0.50 252 10.57
2025-08-14 13F Wetherby Asset Management Inc 7,296 56.77 4,530 65.39
2025-07-18 13F First Pacific Financial 773 23.48 480 36.47
2025-08-13 13F Colonial Trust Advisors 77,674 9.91 48,228 21.44
2025-07-08 13F Advance Capital Management, Inc. 2,954 0.48 1,834 11.08
2025-08-27 13F/A Squarepoint Ops LLC 7,647,923 7.53 4,748,595 18.82
2025-08-06 13F Prospera Financial Services Inc 94,132 38.30 58,486 52.85
2025-07-29 13F Madison Wealth Partners, Inc 33,592 6.07 20,857 17.21
2025-08-13 13F United Wealth Management, LLC 323 201
2025-08-27 NP Nuveen Core Equity Alpha Fund This fund is a listed as child fund of Nuveen Asset Management, LLC 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 7,860 29.70 4,880 43.32
2025-07-30 13F Onyx Bridge Wealth Group LLC 146,604 13.15 91,026 25.04
2025-07-29 13F Kondo Wealth Advisors, Inc. 1,498 23.80 930 36.82
2025-07-30 13F Cornerstone Advisory, LLC 67,317 0.80 41,797 11.45
2025-07-17 13F City Holding Co 679 1.34 422 11.97
2025-08-08 13F Sawgrass Asset Management Llc 635 394
2025-08-13 13F Summit Financial, LLC 186,655 136.03 115,894 160.81
2025-07-08 13F Nbc Securities, Inc. 18,345 31.01 11 57.14
2025-07-22 13F IMC-Chicago, LLC 164,373 102,059
2025-08-12 13F Associated Banc-corp 24,446 2.01 15,179 12.72
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2 9,100 527.59 5,650 594.10
2025-08-08 13F Pnc Financial Services Group, Inc. 15,375,370 0.69 9,546,567 11.26
2025-07-09 13F Central Bank & Trust Co 5,364 16.46 3,331 28.67
2025-08-11 13F Citigroup Inc 177,264 37.50 110,063 51.94
2025-07-21 13F Creative Capital Management Investments LLC 129 80
2025-08-01 13F New York Life Investment Management Llc 23,854 62.44 14,811 79.49
2025-08-14 13F Warren Averett Asset Management, LLC 1,105,028 7.72 686,112 19.03
2025-07-17 13F Sound Income Strategies, LLC 9,079 7.35 5,637 18.62
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 2,482 66.13 1,395 58.59
2025-07-17 13F Sfm, Llc 15,705 79.55 9,751 98.37
2025-08-12 13F Leigh Baldwin & Co., Llc 2,039 3.56 1,266 14.47
2025-07-11 13F Lincoln Capital LLC 4,486 0.16 2,785 17.46
2025-08-11 13F Nomura Asset Management Co Ltd 54,745 290.48 33,991 331.52
2025-08-12 13F Palisades Hudson Asset Management, L.P. 29,422 32.82 18 50.00
2025-08-13 13F PACK Private Wealth, LLC 55,123 5.26 34,226 16.31
2025-08-08 13F Summitry Llc 1,902 28.17 1,181 41.66
2025-07-22 13F Appleton Partners Inc/ma 5,402 8.87 3 50.00
2025-08-01 13F Delta Investment Management, LLC 21,463 10.42 13,326 22.02
2025-07-24 13F Moseley Investment Management Inc 341 212
2025-08-12 13F Soundwatch Capital LLC 1,507,952 474.89 167,892 13.91
2025-07-09 13F High Probability Advisors, LLC 1,064 661
2025-07-16 13F Kathmere Capital Management, LLC 1,061 52.44 659 68.29
2025-08-11 13F Guidance Point Advisors, LLC 83,300 3.43 51,721 14.29
2025-07-17 13F Independence Bank of Kentucky 7,412 29.65 4,602 43.28
2025-08-13 13F Plan Group Financial, LLC 8,893 612.58 5,522 687.59
2025-07-23 13F Monte Financial Group, LLC 918 5.88 570 24.24
2025-08-04 13F Creekmur Asset Management LLC 58,614 115.91 36,393 138.58
2025-07-25 13F Apollon Wealth Management, LLC 304,704 0.68 189,191 11.25
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 13,200 266.67 8,196 305.29
2025-07-22 13F Clarius Group, LLC 3,984 73.75 2,474 92.00
2025-07-10 13F Worth Asset Management, LLC 1,531 0.39 951 10.98
2025-07-16 13F Encompass Wealth Advisors, Llc 5,443 11.90 3,379 23.64
2025-07-08 13F Apella Capital, LLC 2,123 43.64 1,324 64.06
2025-07-21 13F Life Planning Partners, Inc 1,630 0.06 1,012 10.60
2025-07-25 13F Index Fund Advisors, Inc. 12,313 14.13 7,645 26.11
2025-07-31 13F Ballast Advisors Llc 2,151 7.07 1,336 18.35
2025-08-12 13F Close Asset Management Ltd 1,853 3.29 1 0.00
2025-07-18 13F Brookmont Capital Management 2,070 0.44 1,285 10.97
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 73,358 0.23 45,548 10.75
2025-07-23 13F Eagle Strategies LLC 15,019 5.59 9,325 16.68
2025-07-24 13F E Fund Management (Hong Kong) Co., Ltd. 31,844 6.98 19,772 123,468.75
2025-08-14 13F Blue Capital, Inc. 1,039 22.24 645 29.00
2025-08-05 13F Sensible Money, LLC 1,916 0.16 1,190 10.60
2025-08-13 13F Capital Group Private Client Services, Inc. 15,932 9.14 9,892 20.60
2025-07-30 13F Phillips Financial Management, Llc 246,492 0.79 153,047 11.37
2025-08-12 13F Intellus Advisors LLC 1,452 138.42 902 163.45
2025-07-31 13F Ndwm Llc 66,824 1.72 41,491 12.40
2025-07-25 13F Transcendent Capital Group LLC 9,936 0.27 6,169 10.81
2025-08-12 13F TCP Asset Management, LLC 122,574 3.57 76,106 14.45
2025-07-15 13F Armis Advisers, LLC 24,041 13.60 15,006 26.52
2025-08-14 13F Parallax Volatility Advisers, L.P. Put 10,900 6,768
2025-08-14 13F Parallax Volatility Advisers, L.P. Call 10,000 1,150.00 6,209 1,282.85
2025-07-17 13F Stone Point Wealth LLC 10,041 25.48 6,235 38.66
2025-08-14 13F Murphy & Mullick Capital Management Corp 321 53.59 204 73.50
2025-07-07 13F Insight Wealth Strategies, LLC 1,798 4.17 1,116 15.07
2025-07-29 13F May Barnhard Investments LLC 2,083 0.19 1,294 10.70
2025-08-04 13F Arkadios Wealth Advisors 107,839 12.74 66,957 24.59
2025-08-05 13F Marion Wealth Management 2,148 92.30 1,334 112.60
2025-08-13 13F ESL Trust Services, LLC 118,734 2.79 73,722 13.58
2025-08-12 13F Manchester Capital Management LLC 4,672 23.86 2,901 36.86
2025-08-15 13F Synergy Financial Group, LTD 661 2.48 410 13.26
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 72,123 5.13 44,781 16.16
2025-07-21 13F Compass Planning Associates Inc 765 0.13 475 10.72
2025-08-11 13F Western Wealth Management, LLC 33,836 0.03 21,009 10.53
2025-07-18 13F SMI Advisory Services, LLC 34,638 11.02 21,727 37.52
2025-07-21 13F Sage Financial Management Group, Inc. 72,349 4.77 45 15.79
2025-07-15 13F Cranbrook Wealth Management, LLC 85,260 6.36 52,938 17.53
2025-08-13 13F Avestar Capital, LLC 34,022 73.13 21,124 91.32
2025-07-16 13F Meredith Wealth Planning 468 0.43 290 10.69
2025-08-14 13F Moneta Group Investment Advisors Llc 527,554 6.43 327,558 17.61
2025-07-10 13F Selective Wealth Management, Inc. 11,444 1.63 7,176 18.67
2025-08-14 13F Beaird Harris Wealth Management, LLC 20,621 7.94 12,804 19.28
2025-08-14 13F Osterweis Capital Management Inc 62 10.71
2025-07-14 13F Abacus Wealth Partners, LLC 546 9.86 339 21.51
2025-08-13 13F Colonial Trust Co / SC 27,421 10.62 17,026 22.24
2025-08-14 13F Objective Capital Management, LLC 18,320 2.35 11,375 13.08
2025-08-08 13F Gts Securities Llc 88,839 221.40 55,174 255.24
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 28,863 4.50 17,921 15.46
2025-07-10 13F Atticus Wealth Management, Llc 572 357.60 355 407.14
2025-08-14 13F Quartz Partners, LLC 13,137 21.93 8,157 34.74
2025-08-01 13F SYM FINANCIAL Corp 1,080 671
2025-08-01 13F Banco Santander, S.A. 91,390 44.30 56,744 59.45
2025-07-07 13F Wesbanco Bank Inc 29,266 13.60 18,171 25.53
2025-07-16 13F Cove Private Wealth, LLC 1,192 95.73 740 116.37
2025-08-08 13F/A Sterling Capital Management LLC 2,353 7.94 1,461 19.28
2025-07-28 13F Copia Wealth Management 2,353 0.73 1,461 11.28
2025-07-25 NP USBSX - Cornerstone Moderate Fund 54,645 18.28 32,358 17.31
2025-07-30 13F Gimbal Financial 39,186 30.13 24,330 43.79
2025-08-12 13F Eisler Capital Management Ltd. 1,112,500 34.07 690,629 48.14
2025-08-13 13F ESG Planning 628 390
2025-08-08 13F Union Savings Bank 931 6.89 591 20.86
2025-07-21 13F Asset Advisors Investment Management, LLC 508 3.67 315 14.55
2025-07-24 13F Rice Partnership, LLC 112 460.00 70 527.27
2025-08-06 13F Paladin Advisory Group, LLC 7,245 5.31 4,498 16.38
2025-08-14 13F Knightsbridge Asset Management, Llc 4,515 5.56 2,803 16.65
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 3,939 8.07 2,446 13.99
2025-07-03 13F Stairway Partners, LLC 241,631 0.62 150,029 11.18
2025-08-05 13F Claro Advisors LLC 18,420 6.54 11,437 17.71
2025-07-16 13F Rebalance, Llc 2,802 0.32 1,740 10.83
2025-07-18 13F Newman Dignan & Sheerar, Inc. 1,403 871
2025-08-06 13F Kcm Investment Advisors Llc 12,247 3.04 7,604 13.85
2025-07-18 13F TPG Advisors LLC 1,106 2.22 687 13.01
2025-07-25 13F Astoria Portfolio Advisors LLC. 711 3.80 453 23.10
2025-07-30 13F Parcion Private Wealth LLC 917,058 39,668.34 22,499 1,637.30
2025-08-12 13F Gladstone Institutional Advisory LLC 84,581 5.01 52,516 16.04
2025-07-29 13F Nicholson Wealth Management Group, LLC 335 208
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 162,760 1.19 101,057 11.81
2025-08-14 13F Family Office Research LLC 2,371 0.04 1,472 10.59
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 10,685 1.53 6,634 12.19
2025-07-11 13F Kaydan Wealth Management, Inc. 5,887 20.12 3,656 32.72
2025-08-13 13F Greenwich Wealth Management LLC 3,259 2.87 2 100.00
2025-08-05 13F Welch & Forbes Llc 17,366 0.63 10,783 11.19
2025-08-14 13F 26North Partners LP 103,090 0.19 64,009 10.71
2025-08-13 13F Fortress Financial Solutions, LLC 8,668 13.03 5,382 24.88
2025-08-14 13F Old Mission Capital Llc 69,148 398.44 42,934 450.78
2025-07-22 13F/A Duncan Williams Asset Management, LLC 538 23.68 334 36.48
2025-08-13 13F Cary Street Partners Financial Llc 39,445 15.37 24,491 27.48
2025-08-05 13F Prosperity Consulting Group, LLC 138,494 4.44 85,991 15.41
2025-07-18 13F Broadway Wealth Solutions, Inc. 518 3.60 322 14.64
2025-08-06 13F JCSD Capital, LLC 30,450 18,906
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 234,305 0.58 145,480 11.14
2025-07-14 13F Steigerwald, Gordon & Koch Inc. 15,572 4.19 9,669 15.13
2025-07-09 13F Massmutual Trust Co Fsb/adv 26,898 3.29 16,701 14.13
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 227 28.98 141 42.42
2025-08-13 13F Russell Investments Group, Ltd. 11,156 13.01 6,927 24.90
2025-08-04 13F Bristlecone Advisors, LLC 96,559 3.61 59,953 14.48
2025-07-25 13F Prostatis Group LLC 10,407 45.76 6,462 61.08
2025-08-05 13F Tufton Capital Management 7,374 1.67 5 -99.90
2025-08-14 13F Apriem Advisors 1,171 8.13 728 19.57
2025-07-16 13F American National Bank 17,456 1.00 10,838 11.61
2025-07-23 13F Godsey & Gibb Associates 122 10.91 76 22.95
2025-07-29 13F Quotient Wealth Partners, LLC 580,421 1.76 360,383 12.44
2025-08-08 13F Good Life Advisors, LLC 54,659 5.88 33,938 17.00
2025-07-15 13F Tenon Financial LLC 1,252 0.56 777 11.16
2025-08-07 13F Aspen Wealth Strategies, LLC 32,024 1.11 19,884 11.73
2025-08-01 13F Milestone Asset Management Group, LLC 7,381 9.20 4,583 20.67
2025-07-22 13F Willner & Heller, Llc 917 2.92 569 13.80
2025-07-23 13F Ellsworth Advisors, LLC 777 6.29 482 17.56
2025-08-13 13F SCS Capital Management LLC 125,627 6.79 78,002 18.01
2025-08-14 13F Tudor Investment Corp Et Al 12,420 45.65 7,712 60.95
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 1,717,262 12.39 1,016,877 11.47
2025-07-11 13F Hilltop Wealth Advisors, Llc 34,930 2.65 21,688 13.43
2025-08-05 13F Counterweight Ventures, LLC 4,283 9.29 2,659 20.75
2025-07-17 13F Park Place Capital Corp 33,783 248.31 20,968 284.80
2025-08-28 13F Prospera Capital Management, LLC 2,537 0.16 1,576 10.68
2025-07-03 13F Sage Capital Advisors,llc 6,805 0.40 4,225 10.95
2025-08-04 13F 4J Wealth Management LLC 37,531 1.90 23,303 12.59
2025-08-01 13F James Investment Research Inc 3,360 3.10 2,086 13.93
2025-07-18 13F CHURCHILL MANAGEMENT Corp 826,375 0.38 513,096 10.92
2025-08-11 13F Y.D. More Investments Ltd 7,277 256.37 4,493 292.06
2025-08-12 13F Wealth Dimensions Group, Ltd. 39,628 0.80 24,605 11.39
2025-07-28 13F Harbour Investments, Inc. 84,658 5.44 52,564 16.50
2025-07-23 13F Deere & Co 0 0
2025-08-13 13F Cresset Asset Management, LLC 2,151,759 1.45 1,336,028 12.10
2025-08-08 13F Breed's Hill Capital LLC 5,090 16.74 3,160 29.03
2025-07-14 13F Harbor Group, Inc. 29,562 8.99 18,355 20.44
2025-08-05 13F Redwood Wealth Management Group, LLC 5,593 1.18 3,473 11.78
2025-08-04 13F Bridgewealth Advisory Group, LLC 328 204
2025-08-06 13F HORAN Wealth, LLC 3,495 2,170
2025-07-28 13F Allianz Asset Management GmbH 799,991 995.10 496,714 1,110.11
2025-08-29 13F Evolution Wealth Management Inc. 3,010 1,869
2025-08-13 13F Okabena Investment Services Inc 49,562 239.56 30,773 275.23
2025-08-11 13F Aptus Capital Advisors, LLC 47,505 8.62 29,496 20.02
2025-07-08 13F/A Salem Investment Counselors Inc 10,588 0.54 6,574 11.10
2025-07-28 13F Td Asset Management Inc 4,513 6.16 2,802 17.34
2025-08-12 13F Prudential Plc 373,511 3.61 231,913 14.49
2025-08-14 13F Manufacturers Life Insurance Company, The 585,855 127.64 363,754 151.54
2025-08-13 13F Manning & Napier Advisors Llc 380 2.15 236 12.44
2025-08-05 13F MidAtlantic Capital Management, Inc. 19,630 10.99 12,188 22.64
2025-07-25 13F Means Investment Co., Inc. 2,292 2.46 1,423 13.13
2025-08-15 13F Fsb Premier Wealth Management, Inc. 1,885 14.31 1,170 26.35
2025-08-13 13F Coco Enterprises, LLC 931 2.53 578 27.88
2025-08-15 13F Captrust Financial Advisors 3,878,929 5.48 2,408,424 16.56
2025-08-08 13F Opinicus Capital, Inc. 363 0.28 225 10.84
2025-08-13 13F GM Advisory Group, Inc. 16,287 11.79 10,112 23.53
2025-07-29 13F Tradewinds Capital Management, LLC 483 0.42 300 10.74
2025-07-24 13F Jfs Wealth Advisors, Llc 77,357 1.66 48,031 12.34
2025-08-11 13F Outlook Wealth Advisors, LLC 33,069 2.33 20,533 13.08
2025-07-08 13F Webster Bank, N. A. 26,050 7.97 16,174 19.31
2025-07-17 13F Bluesphere Advisors, LLC 88,668 3.92 55,054 14.83
2025-08-14 13F Qalhat Capital Ltd 198,978 13.50 123,545 25.41
2025-08-04 13F Wealth Management Associates, Inc. 18,872 0.24 11,718 10.77
2025-07-09 13F Triumph Capital Management 9,604 77.88 5,963 96.60
2025-07-21 13F Mendota Financial Group, LLC 13,207 1.87 8,200 12.58
2025-08-14 13F Atomi Financial Group, Inc. 116,139 3.89 72,111 14.79
2025-08-01 13F PCA Investment Advisory Services Inc. 59,721 13.05 37,081 24.92
2025-07-23 13F Colony Family Offices, LLC 14,589 95.56 9,058 116.13
2025-04-15 13F Members Wealth Llc 36,849 22.56 20,706 13.60
2025-08-05 13F Aviance Capital Partners, LLC 3,227 0.28 2,004 10.79
2025-06-26 NP TCTLX - Transamerica ClearTrack 2030 R3 22,813 12,729
2025-08-01 13F Bull Oak Capital, LLC 104,627 8.52 64,963 19.92
2025-07-25 13F RoundAngle Advisors LLC 2,350 0.99 1,459 11.63
2025-08-06 13F Destiny Capital Corp/CO 35,977 7.84 22,338 19.17
2025-08-12 13F Armor Investment Advisors, LLC 44,106 3.92 27,385 14.83
2025-08-08 13F Atlantic Trust, LLC 16,502 1.03 10,246 11.65
2025-08-12 13F Bedel Financial Consulting, Inc. 10,915 0.46 6,777 11.08
2025-08-14 13F Redwood Investment Management, Llc 2,541 26.73 2 0.00
2025-08-06 13F Kedalion Capital Management LLP 3,296,000 28.92 2,046,486 42.45
2025-07-11 13F Scott Capital Advisors, LLC 3,221 2.16 2,020 14.00
2025-07-17 13F Legacy Wealth Management, Inc 530,045 4.42 329,105 15.39
2025-08-12 13F Main Management Fund Advisors LLC 657,900 8.85 408 20.35
2025-08-05 13F Atlas Wealth LLC 423 263
2025-05-12 13F Cahill Wealth Management, LLC 125,192 0.70 70,346 -3.88
2025-07-17 13F HB Wealth Management, LLC 201,722 0.27 125,249 10.80
2025-08-14 13F Federation des caisses Desjardins du Quebec 260,814 2.83 161,932 13.63
2025-07-16 13F Patron Partners Advisors, Llc 3,073 32.92 1,908 46.92
2025-08-19 13F/A Pitcairn Co 14,513 17.11 9,011 29.41
2025-07-25 13F Welch Group, LLC 17,635 0.18 10,950 11.45
2025-08-04 13F ArborFi Advisors, LLC 30,438 8.10 18,899 19.45
2025-08-08 13F/A Prospect Financial Services LLC 938 582
2025-08-12 13F Triune Financial Partners, LLC 6,717 2.71 4,171 13.50
2025-08-14 13F Old Mission Capital Llc Call 46,100 436.05 3,052 724.59
2025-08-13 13F Haverford Trust Co 439,841 9.57 273,097 21.07
2025-07-17 13F CWA Asset Management Group, LLC 22,350 5.95 13,877 17.09
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 1,721,896 2.58 960,749 -5.34
2025-08-11 13F VSM Wealth Advisory, LLC 1,443 4.04 896 15.02
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 597,818 11.75 371,770 24.28
2025-07-30 13F TFB Advisors LLC 17,626 68.03 10,944 85.66
2025-07-11 13F Farther Finance Advisors, LLC 553,894 38.18 343,909 52.18
2025-03-27 NP TCHDX - Transamerica ClearTrack 2035 R6 28,513 32.74 17,241 40.51
2025-08-14 13F Old Mission Capital Llc Put 147,300 101.78 632 -47.72
2025-07-16 13F Tru Independence Asset Management 2, Llc 8,257 3.10 5,127 12.81
2025-07-03 13F McLean Asset Management Corp 1,738 20.69 1,084 50.84
2025-07-29 13F Alaska Permanent Capital Management 117,291 6.02 72,850 17.24
2025-07-24 13F Verger Capital Management LLC 46,281 0.31 28,736 10.85
2025-08-05 13F Milestone Asset Management, Llc 1,017 0.20 632 10.70
2025-08-06 13F/A Three Cord True Wealth Management, LLC 533 25.41 331 38.66
2025-08-13 13F EverSource Wealth Advisors, LLC 28,286 6.04 17,562 17.17
2025-07-22 13F Relyea Zuckerberg Hanson LLC 3,405 85.46 2,114 105.04
2025-07-18 13F Montgomery Investment Management Inc 5,122 11.08 3,180 22.73
2025-08-15 13F Fft Wealth Management Llc 158,346 1.20 100,620 14.44
2025-08-11 13F Alps Advisors Inc 177,199 34.38 110,023 48.49
2025-07-25 13F Carbahal Olsen Financial Services Group, LLC 48,031 2.56 29,822 13.33
2025-07-17 13F C2C Wealth Management, LLC 12,783 0.84 7,937 11.44
2025-07-16 13F PFS Partners, LLC 11,125 2.86 6,907 13.66
2025-07-10 13F Wedmont Private Capital 14,638 3.85 9,178 21.27
2025-08-07 13F 1st Source Bank 3,722 19.22 2,311 31.70
2025-07-22 13F Sutton Place Investors Llc 691 5.02 429 16.26
2025-07-25 13F Wealth Architects, LLC 119,012 0.80 73,894 11.39
2025-08-13 13F Lido Advisors, LLC Put 600 373
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 119,054 561.41 66,427 510.37
2025-07-08 13F Corepath Wealth Partners Llc 55,114 1.10 34,621 19.96
2025-07-29 13F Salus Financial Advisors, LLC 62,103 1.61 38,560 12.28
2025-08-06 13F OneAscent Family Office, LLC 758 0
2025-08-04 13F Savvy Advisors, Inc. 78,572 478.20 48,786 538.97
2025-07-15 13F Define Financial, Llc 424 0.24 263 15.86
2025-07-11 13F Mandatum Life Insurance Co Ltd 225,204 4.14 139,829 15.08
2025-08-05 13F Freestone Capital Holdings, LLC 652,262 2.82 404,990 13.62
2025-08-06 13F Savant Capital, LLC 126,443 4.25 78,509 15.19
2025-07-18 13F Centricity Wealth Management, LLC 7,651 2.04 4,751 12.75
2025-08-04 13F Family Wealth Group, LLC 1,170 726
2025-07-17 13F XML Financial, LLC 33,786 10.30 20,978 21.88
2025-08-04 13F Horizon Wealth Management, LLC 70,932 4,065.12 44,042 4,506.80
2025-07-09 13F Parkside Advisors LLC 6,746 171.47 4,189 200.00
2025-07-14 13F Buska Wealth Management, LLC 97,093 1.22 60,285 11.85
2025-08-07 13F Atala Financial Inc 337 206.36 209 242.62
2025-07-31 13F SoundView Advisors Inc. 621 1.97 0
2025-07-15 13F Alhambra Investment Partners LLC 575 41.98 357 57.27
2025-07-16 13F NovaPoint Capital, LLC 9,561 60.47 5,936 77.35
2025-08-14 13F BancorpSouth Bank 3,919 2.56 2,433 13.32
2025-08-08 13F Mjp Associates Inc /adv 3,080 18.55 1,913 30.96
2025-08-06 13F Legacy Investment Solutions, LLC 1,825 785.92 1,133 813.71
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 2,605,215 1.76 1,617,578 12.45
2025-08-14 13F Foronjy Financial Llc 416 258
2025-08-12 13F Cynosure Management, Llc 44,817 4.54 27,827 15.52
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 520,000 1.36 322,868 12.01
2025-08-04 13F Municipal Employees' Retirement System of Michigan 1,481,662 2.13 920 12.76
2025-07-29 13F Harbor Asset Planning, Inc. 6,913 4,293
2025-07-30 13F Jackson Thornton Asset Management, Llc 1,167 140.62 727 183.98
2025-08-06 13F Paulson Wealth Management Inc. 6,046 22.76 3,754 35.63
2025-08-13 13F Bank Of Nova Scotia 1,166,227 68.81 724,110 86.54
2025-07-24 13F MFA Wealth Services 21,516 1.63 13,360 12.31
2025-07-28 13F J.Safra Asset Management Corp 1,771 1,094
2025-08-13 13F Brown Advisory Inc 1,363,678 6.75 846,708 17.95
2025-07-22 13F Cedar Mountain Advisors, LLC 267 0.38 166 10.74
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 3,342 10.08 2 100.00
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 41,817 3.80 25,965 14.69
2025-07-23 13F Friedenthal Financial 227 7.08 141 18.64
2025-07-17 13F Johnson & White Wealth Management, LLC 3,085 0.72 2 0.00
2025-08-05 13F Allodium Investment Consultants, LLC 11,343 2.98 7,043 13.78
2025-08-13 13F IAG Wealth Partners, LLC 43,646 8.28 27,100 19.65
2025-07-16 13F Ascent Capital Management, LLC 48,943 2.03 30,389 12.74
2025-08-13 13F Summit Wealth Group Llc / Co 5,790 3,595
2025-07-08 13F Goldstone Financial Group, LLC 30,861 0.95 19,386 12.85
2025-07-17 13F Johnson Bixby & Associates, LLC 1,403 1.15 871 11.81
2025-07-31 13F Arrien Investments, Inc. 16,029 1.17 9,952 11.80
2025-08-14 13F Peapack Gladstone Financial Corp 72,889 3.53 45 15.38
2025-07-28 13F Revolve Wealth Partners, LLC 18,415 2.89 11,434 13.69
2025-07-15 13F Vannoy Advisory Group, Inc. 336 209
2025-07-29 13F Morgan Dempsey Capital Management Llc 375 233
2025-07-21 13F Rainey & Randall Investment Management Inc. 444 10.17 276 21.68
2025-05-15 13F Rakuten Investment Management, Inc. 174,561 83.62 97,426 78.51
2025-08-07 13F Flagship Wealth Advisors, Llc 1,538 0.85 955 11.45
2025-07-23 13F Trifecta Capital Advisors, LLC 27,529 0.99 17,093 11.60
2025-08-13 13F Pinkerton Retirement Specialists, LLC 331 206
2025-07-31 13F Gallagher Capital Advisors, LLC 10,110 5.37 6,463 19.88
2025-08-14 13F Permanens Capital L.P. 594 6.26 369 17.20
2025-08-07 13F Sound View Wealth Advisors Group, LLC 5,464 5.00 3,393 16.01
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 101,545 0.61 63,050 11.17
2025-08-14 13F Silvercrest Asset Management Group Llc 66,443 3.19 41,254 14.02
2025-07-18 13F jvl associates llc 16,522 1.24 10,259 11.88
2025-08-12 13F Gitterman Wealth Management, LLC 7,414 0.90 4,603 11.51
2025-08-04 13F Buck Wealth Strategies, LLC 93,280 14.89 57,918 26.95
2025-08-14 13F Shepherd Kaplan Krochuk, Llc 1,331 1.45 827 12.08
2025-08-20 13F/A Thompson Davis & Co., Inc. 379 235
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 70,037 4.43 43,486 15.39
2025-07-23 13F First Merchants Corp 3,288 7.14 2,042 18.39
2025-08-05 13F Mission Wealth Management, Lp 39,241 31.08 24,364 44.84
2025-04-17 13F Vista Wealth Management Group, LLC 1,501 1.76 843 -2.88
2025-06-25 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 52,780 29,449
2025-07-25 13F Yousif Capital Management, Llc 325 202
2025-06-18 NP NWMAX - Nationwide Destination 2040 Fund Class A 9,197 5,132
2025-07-11 13F Ullmann Financial Group, Inc. 260,430 7.62 161,701 18.92
2025-07-24 13F PDS Planning, Inc 148,555 4.03 92,238 14.96
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II 20,307 3.06 12,609 13.87
2025-07-25 13F Mitchell Capital Management Co 8,103 7.18 5,110 20.32
2025-07-29 13F Wealthstream Advisors, Inc. 997 5.17 619 16.17
2025-07-07 13F Capital Asset Advisory Services LLC 2,399 51.55 1,489 66.00
2025-07-15 13F Retireful, LLC 745 463
2025-08-06 13F Souders Financial Advisors 402 250
2025-08-14 13F Aqr Capital Management Llc 189,675 9.91 117,769 21.45
2025-07-17 13F Alpine Bank Wealth Management 42,881 1.07 26,625 11.68
2025-08-12 13F Global Retirement Partners, LLC 139,698 5.14 86,738 10.90
2025-07-10 13F Ferguson Wellman Capital Management, Inc 185,800 1.62 115,363 12.29
2025-07-23 13F Traphagen Investment Advisors Llc 455,887 7.08 283,061 18.33
2025-08-13 13F McGowan Group Asset Management, Inc. 329 204
2025-08-06 13F ZEGA Investments, LLC 3,024 1.20 1,878 11.79
2025-08-06 13F Bonfire Financial 1,197 20.30 743 32.92
2025-07-24 13F Lokken Investment Group LLC 1,349 0.07 837 10.57
2025-08-15 13F Tower Research Capital LLC (TRC) 29,084 18,058
2025-08-13 13F Willis Johnson & Associates, Inc. 32,100 0.85 19,931 11.43
2025-08-14 13F City National Bank Of Florida /msd 56,815 12.83 35,276 24.68
2025-05-15 13F CAPROCK Group, Inc. 23,176 8.35 13,023 3.42
2025-07-22 13F Hrc Wealth Management, Llc 1,158 0.35 719 10.96
2025-08-08 13F Accredited Investors Inc. 128,899 0.34 80,033 10.88
2025-07-28 13F Holistic Planning, LLC 9,487 40.09 5,890 54.80
2025-07-16 13F Howard Capital Management Group, LLC 915 7.77 568 19.08
2025-08-05 13F Sheridan Capital Management, LLC 2,447 1,519
2025-07-16 13F Holland Advisory Services, Inc. 33,430 0.11 20,757 10.62
2025-07-30 13F DecisionMap Wealth Management, LLC 16,715 3.46 10,378 14.33
2025-08-11 13F Lcnb Corp 3,344 30.68 2,076 44.47
2025-07-16 13F Newton One Investments LLC 72,699 78.88 45,139 97.66
2025-08-15 13F Global View Capital Management LLC 6,157 213.97 3,823 247.14
2025-07-07 13F Peterson Wealth Advisors, LLC 25,390 4.21 15,765 27.77
2025-08-14 13F Jane Street Group, Llc Put 107,000 13.11 66,436 24.99
2025-08-13 13F Renaissance Technologies Llc 1,200 745
2025-07-31 13F Buckingham Strategic Partners 29,906 0.48 18,569 11.03
2025-08-12 13F Allen Capital Group, LLC 10,372 0.03 6,440 10.54
2025-08-08 13F Fiera Capital Corp 21,779 2.52 13,523 13.29
2025-08-06 13F Adviser Investments LLC 188,694 5.02 117,160 16.05
2025-07-14 13F Gries Financial Llc 115,665 0.34 71,816 10.88
2025-07-30 13F Fusion Family Wealth LLC 37,138 8.49 23,059 19.89
2025-08-01 13F Heritage Wealth Management, Inc./Texas 1,115 96.30 692 116.93
2025-07-28 13F Patten & Patten Inc/tn 4,097 0.02 2,544 10.52
2025-08-05 13F Crestwood Advisors Group LLC 130,330 8.04 80,922 19.39
2025-07-15 13F Bnc Wealth Management, Llc 435 2.84 270 13.92
2025-07-23 13F Sunbeam Capital Management, LLC 31,004 3.38 19,251 14.24
2025-08-14 13F Geneva Partners, LLC 16,770 0.35 10,413 10.90
2025-07-10 13F Sterling Investment Advisors Llc /adv 40,031 2.02 24,819 12.56
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2,135 2.01 1,327 12.74
2025-07-16 13F Crowley Wealth Management, Inc. 446 168.67 277 196.77
2025-07-24 13F Blue Zone Wealth Advisors, LLC 548 12.76 340 24.54
2025-08-12 13F Proequities, Inc. 0 0
2025-07-17 13F Stockman Wealth Management, Inc. 8,226 2.98 5,108 13.79
2025-07-23 13F Opulen Financial Group LLC 7,102 3.91 4,410 14.82
2025-07-29 13F Manchester Financial Inc 422 12.53 262 24.76
2025-08-14 13F Bnp Paribas Arbitrage, Sa 3,128,104 43.87 1,942,240 58.98
2025-08-01 13F Zhang Financial LLC 26,633 6.06 16,536 17.19
2025-07-29 13F Stratos Wealth Partners, LTD. 321,519 4.90 199,631 15.91
2025-07-30 13F Fingerlakes Wealth Management, Inc. 3,085 0.10 1,915 10.63
2025-08-11 13F Madison Asset Management, LLC 7,236 0.29 4,493 10.80
2025-08-11 13F Copperleaf Capital, LLC 15,622 1.17 9,700 11.79
2025-07-22 13F Legacy Trust 35,984 47.68 22,343 63.18
2025-03-27 NP TDFTX - Transamerica ClearTrack 2030 R1 23,002 34.55 13,908 42.43
2025-08-08 13F Kingsview Wealth Management, LLC 24,950 9.55 15,491 21.06
2025-07-09 13F Affinity Capital Advisors, LLC 91,550 1.10 56,843 16.90
2025-06-18 NP NWWRX - Nationwide Destination 2060 Fund Class A 2,852 1,591
2025-08-07 13F Everhart Financial Group, Inc. 5,665 4.39 3,517 15.35
2025-07-24 13F Eastern Bank 137,187 5.62 85,180 16.71
2025-07-30 13F Nottingham Advisors, Inc. 48,046 0.04 29,832 10.54
2025-07-30 13F White Lighthouse Investment Management Inc. 2,185 1.77 1,356 12.44
2025-07-24 13F Financial Security Advisor, Inc. 744 0.27 462 10.55
2025-08-05 13F Gilbert & Cook, Inc. 286,044 0.08 177,605 10.59
2025-07-11 13F Wealth Management Partners, LLC 19,372 3.89 12,085 15.34
2025-06-18 NP NTDAX - Nationwide Destination 2055 Fund Class A 5,276 2,944
2025-04-02 13F Marcum Wealth, LLC 345,386 3.03 194,072 -1.66
2025-08-08 13F Your Advocates Ltd., LLP 138 51.65 86 66.67
2025-07-15 13F Charter Capital Management, LLC\DE 1,507 935
2025-07-23 13F Defined Financial Planning LLC 480 3.67 300 14.56
2025-07-11 13F Financial Advisory Corp 188,440 1.07 117,002 11.68
2025-08-13 13F River Wealth Advisors LLC 50,960 1.56 31,641 12.23
2025-08-05 13F BEAM Asset Management, LLC 100,130 1.63 62,171 12.30
2025-07-30 13F First Citizens Bank & Trust Co 167,650 1.35 104,094 11.99
2025-07-18 13F Madrona Financial Services, LLC 88,988 3.08 55,253 13.90
2025-08-04 13F Retirement Systems of Alabama 29,379 1.73 18,241 12.41
2025-07-17 13F Investment Research & Advisory Group, Inc. 1,305 0.31 810 10.81
2025-08-06 13F Rialto Wealth Management, LLC 15,196 8.02 9,435 19.37
2025-08-13 13F Northern Trust Corp 8,318,019 3.81 5,164,658 14.71
2025-08-14 13F IHT Wealth Management, LLC 100,901 58.93 62,650 75.61
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 6,965 0.48 4,325 11.01
2025-07-07 13F Ables, Iannone, Moore & Associates, Inc. 1,057 193.61 656 224.75
2025-07-15 13F Wela Strategies, Inc. 104,340 2.46 64,785 13.22
2025-07-23 13F L.K. Benson & Company, P.C. 3,628 39.81 2,253 54.46
2025-07-10 13F Kmg Fiduciary Partners, Llc 98,359 0.11 61,071 10.62
2025-08-06 13F Wsfs Capital Management, Llc 164,595 5.80 102,197 16.90
2025-07-29 13F Aspiriant, Llc 624,720 6.98 387,886 18.22
2025-08-07 13F Rathbone Brothers plc 6,855 5.30 4,256 16.38
2025-08-13 13F Trustmark National Bank Trust Department 26,627 2.96 16,533 13.77
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 18,843 1.67 11,700 12.34
2025-08-13 13F Aspire Growth Partners LLC 642 0.31 399 10.25
2025-07-16 13F Builder Investment Group Inc /adv 3,934 11.73 2,443 23.46
2025-08-11 13F HighTower Advisors, LLC 2,567,597 0.21 1,594,221 10.73
2025-05-09 13F Delta Financial Group, Inc. 4,080 0.22 2 0.00
2025-08-19 13F Asset Dedication, LLC 5,719 0.35 3,551 10.87
2025-06-26 NP DMAX - iShares Large Cap Max Buffer Dec ETF 140,947 70.52 78,643 57.35
2025-08-14 13F Capital Planning Advisors, LLC 542 7.11 337 18.31
2025-08-04 13F Impact Partnership Wealth, LLC 2,543 3.97 1,579 14.85
2025-08-04 13F Hantz Financial Services, Inc. 306,477 19.95 190 32.87
2025-07-09 13F Sandbox Financial Partners, LLC 1,663 0.18 1,033 10.73
2025-07-08 13F Range Financial Group LLC 2,477 0.32 1,538 10.89
2025-08-14 13F Talon Private Wealth, LLC 3,715 3.19 2,307 14.05
2025-07-11 13F Cypress Financial Planning Llc 51,819 3.07 32,175 13.89
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 4,581 113.67 2,845 136.21
2025-08-08 13F Tortoise Investment Management, LLC 149,510 0.28 92,831 10.81
2025-08-13 13F Dana Investment Advisors, Inc. 8,234 1.45 5,113 12.11
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 14,800 86.73 8,258 72.31
2025-07-31 13F Conservest Capital Advisors, Inc. 1,281 0.16 795 10.72
2025-08-12 13F Forum Private Client Group LLC 16,803 5.91 10,433 17.04
2025-07-16 13F Embree Financial Group 9,403 238.60 5,838 274.23
2025-07-21 13F Credential Qtrade Securities Inc. 340 9.68 179 20.27
2025-08-14 13F First Foundation Advisors 297,084 1.54 184,459 12.20
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 2,310 1.23 1,434 11.86
2025-08-12 13F TCTC Holdings, LLC 10,120 12.82 6,284 24.66
2025-06-26 NP TCTQX - Transamerica ClearTrack 2040 R3 32,333 18,041
2025-08-07 13F Americana Partners, LLC 5,448 697.66 3,383 783.29
2025-06-25 NP WEAFX - Wells Fargo WealthBuilder Equity Fund Class A 171,757 0.73 95,834 -7.05
2025-08-12 13F Laurel Wealth Advisors LLC 2,748,222 63,164.78 4 -99.84
2025-08-08 13F King Wealth 163,446 2.72 101 13.48
2025-08-13 13F Teramo Advisors, LLC 105,000 2,900.00 65,194 3,216.07
2025-07-02 13F Helen Stephens Group, LLC 1,698 0.95 1,054 11.53
2025-08-11 13F Independent Advisor Alliance 25,860 231.54 16,056 266.32
2025-07-23 13F Richwood Investment Advisors, LLC 36,965 2.92 22,951 13.73
2025-07-18 13F Panoramic Capital Partners, LLC 55,151 17.91 34,644 48.49
2025-08-14 13F Ieq Capital, Llc 149,935 11.06 93,095 22.72
2025-07-18 13F Heritage Financial Services, LLC 3,562 9.10 2,212 20.56
2025-08-07 13F Palisade Asset Management, LLC 571 15.82 354 27.80
2025-04-30 13F J Hagan Capital, Inc. 1,301 766
2025-08-08 13F Apex Wealth Management, LLC 14,612 31.95 9,073 45.81
2025-08-11 13F TAGStone Capital, Inc. 34,536 0.19 22,111 116,273.68
2025-07-09 13F Exchange Bank 892 6.83 554 17.91
2025-08-14 13F RPTC Inc. 215,861 0.17 134,028 10.69
2025-07-30 13F Rothschild Capital Partners, LLC 986 4.23 612 15.25
2025-08-13 13F Tobias Financial Advisors, Inc. 4,459 351.77 2,769 399.64
2025-08-14 13F Hirtle Callaghan & Co LLC 391,136 2.12 242,856 12.84
2025-08-13 13F Allegheny Financial Group LTD 3,895 33.44 2,418 47.44
2025-08-27 NP PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 26,900 15.95 16,702 28.12
2025-08-08 13F Thrive Capital Management, LLC 568 353
2025-07-09 13F Alesco Advisors Llc 1,323,861 1.80 821,985 12.49
2025-06-18 NP NWOAX - Nationwide Destination 2050 Fund Class A 8,311 4,637
2025-07-23 13F IMZ Advisory Inc 548 0.74 346 13.11
2025-08-11 13F Stonebrook Private Inc. 1,004 0.10 624 10.66
2025-08-12 13F Clearwater Capital Advisors, LLC 4,427 14.13 2,749 26.11
2025-08-20 13F Forefront Wealth Partners, LLC 27,578 25.39 16,320 32.06
2025-07-23 13F Lansing Street Advisors 5,544 0.38 3,442 10.92
2025-08-13 13F Rsm Us Wealth Management Llc 139,195 0.64 86,424 11.21
2025-08-14 13F Financial Engines Advisors L.L.C. 231,813 1,321.38 143,933 1,470.62
2025-04-15 13F Corrigan Financial, Inc. 5,104 2.43 2,868 -2.22
2025-08-07 13F Sollinda Capital Management LLC 1,128 28.91 700 42.57
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 1,267 66.93 787 84.51
2025-07-18 13F Bartlett & Co. Wealth Management Llc 18,299 0.20 11,362 10.72
2025-04-01 13F Cornerstone Planning, LLC 357 210
2025-08-01 13F Bessemer Group Inc 1,005,552 1.29 624 12.03
2025-07-02 13F Doliver Advisors, Lp 20,232 0.61 12,562 11.18
2025-07-31 13F Brighton Jones Llc 45,994 9.47 28,557 20.96
2025-07-25 13F Almanack Investment Partners, LLC. 2,997 54.72 1,861 70.96
2025-08-05 13F Sage Capital Management, LLC 1,789 0.06 1,110 10.56
2025-05-15 13F/A Orion Portfolio Solutions, LLC 544,079 109.11 305,718 99.60
2025-08-05 13F Connable Office Inc 1,546 29.16 960 42.71
2025-08-06 13F Thompson Siegel & Walmsley Llc 987 4.44 1
2025-07-16 13F Vision Capital Management, Inc. 124,098 5.60 77,052 16.69
2025-08-11 13F Sykon Capital Llc 9,442 5,863
2025-07-09 13F Stony Point Wealth Management Inc. 1,097 2.33 681 13.12
2025-08-14 13F Hamilton Capital, LLC 1,847 0.05 1,147 10.61
2025-07-22 13F Visionary Horizons, LLC 434 2.36 270 13.03
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 8,419 5.18 5,227 16.23
2025-07-30 13F Princeton Global Asset Management LLC 1,897 0.05 1,178 10.61
2025-08-12 13F BlueStem Wealth Partners, LLC 239,132 6.39 148,477 17.56
2025-08-14 13F PJT Investments Corp. 17,692 10,985
2025-07-14 13F Chapin Davis, Inc. 15,627 0.07 9,702 10.57
2025-07-09 13F Catalyst Private Wealth, Llc 45,061 37.03 27,979 51.42
2025-07-23 13F Stonegate Investment Group, LLC 120,080 0.66 74,558 11.22
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified Balanced Volatility Control Account Class 2 71,956 54.43 44,677 70.65
2025-07-31 13F Sage Mountain Advisors LLC 9,242 13.47 5,738 25.39
2025-07-11 13F AA Financial Advisors, LLC 8,796 9.92 5,461 21.46
2025-07-08 13F Silverleafe Capital Partners, LLC 40,702 48.10 25,272 63.66
2025-08-14 13F Caisse De Depot Et Placement Du Quebec 85,000 41.67 52,777 56.54
2025-07-11 13F Marshall & Sullivan Inc /wa/ 33 20
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2 35,654 10.66 22,138 22.28
2025-07-18 13F Naples Global Advisors, Llc 41,722 2.84 25,905 13.64
2025-08-12 13F SRS Capital Advisors, Inc. 4,320 5.21 6,415 178.07
2025-07-22 13F Wealthcare Advisory Partners LLC 63,783 6.84 39,603 18.06
2025-07-18 13F Northstar Group, Inc. 345 214
2025-08-12 13F Howe & Rusling Inc 75,888 18.53 47,119 30.97
2025-07-21 13F J2 Capital Management Inc 3,612 1.89 2,243 12.61
2025-06-27 NP MRSK - Agility Shares Managed Risk ETF 413,740 45.08 230,850 33.88
2025-08-07 13F Birchcreek Wealth Management, LLC 2,103 8.96 1,306 20.39
2025-07-24 13F Trevian Wealth Management LLC 791 7.62 0
2025-08-06 13F Forbes Financial Planning, Inc. 21,408 53.72 13,292 69.87
2025-07-17 13F Summit Financial Strategies, Inc. 137,209 3.79 85,193 14.69
2025-08-11 13F Inspire Advisors, LLC 3,896 1.51 2,419 12.20
2025-07-08 13F Next Level Private LLC 1,089 1.59 676 12.29
2025-08-07 13F Midwest Trust Co 88,940 55,223
2025-07-17 13F SWS Partners 56,886 7.57 35,321 18.86
2025-08-15 13F Zuckerman Investment Group, LLC 1,162 2.92 721 13.72
2025-07-17 13F Guyasuta Investment Advisors Inc 10,451 1.30 6,489 11.96
2025-07-15 13F Sheets Smith Wealth Management 57,757 0.54 35,862 11.10
2025-08-13 13F West Wealth Group, LLC 1,676 56.05 1,066 76.03
2025-07-18 13F Marino, Stram & Associates Llc 85,682 2.96 53,200 13.77
2025-08-08 13F ProVise Management Group, LLC 1,539 9.93 956 21.50
2025-07-16 13F Amarillo National Bank 142,406 23.48 88,420 36.45
2025-07-23 13F Ameliora Wealth Management Ltd. 24,581 36.27 15,262 50.59
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 3,454 1.14 2,145 11.78
2025-07-08 13F Adamsbrown Wealth Consultants Llc 366 227
2025-08-12 13F White Pine Capital Llc 15,485 4.22 9,615 15.17
2025-07-25 13F LRI Investments, LLC 564 623.08 350 713.95
2025-08-04 13F Assetmark, Inc 907,365 774.86 563,383 866.71
2025-07-30 13F Bleakley Financial Group, LLC 146,479 270.83 90,949 309.77
2025-08-13 13F Level Four Advisory Services, Llc 8,808 12.13 5,469 23.90
2025-08-04 13F Continental Investors Services, Inc. 3,862 0.52 2,398 11.12
2025-08-14 13F Hrt Financial Lp 4,375 3
2025-07-14 13F Argentarii, LLC 1,152 0.09 715 10.68
2025-07-30 13F Phoenix Holdings Ltd. 349 217
2025-06-25 NP WGBAX - Wells Fargo WealthBuilder Growth Balanced Fund Class A 68,913 3.09 38,451 -4.88
2025-07-24 13F Bryant Woods Investment Advisors, LLC 127,131 1.27 78,936 11.90
2025-08-19 13F Anchor Investment Management, LLC 488 32.97 303 46.60
2025-07-25 13F Summa Corp. 555 345
2025-07-24 13F Lee Financial Co 275,190 2.18 170,865 12.91
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 6,445 47.28 4,002 62.77
2025-08-12 13F Eley Financial Management, Inc 38,633 7.29 23,987 18.16
2025-07-09 13F Byrne Asset Management LLC 372 231 -15.13
2025-08-01 13F Centerpoint Advisors, LLC 130,112 3.34 81 14.29
2025-08-05 13F NewSquare Capital LLC 731 8.46 454 19.84
2025-06-27 NP BUYW - Main BuyWrite ETF 624,600 348,502
2025-08-07 13F Apeiron RIA LLC 4,533 23.08 2,814 36.01
2025-03-27 NP TCRTX - Transamerica ClearTrack 2040 R1 31,036 30.69 18,766 38.34
2025-08-14 13F Modern Wealth Management, LLC 61,125 3.40 74,586 124.55
2025-07-07 13F Kings Path Partners LLC 2,716 0.26 1,686 10.78
2025-07-10 13F Security National Bank 11,112 23.11 6,899 36.05
2025-05-23 NP SPQ - Simplify US Equity PLUS QIS ETF 2,216 26.20 1,245 20.52
2025-03-27 NP TCITX - Transamerica ClearTrack Retirement Income R1 27,944 215.00 16,897 233.45
2025-07-16 13F Magnus Financial Group LLC 9,414 10.36 5,845 21.95
2025-07-08 13F Northstar Advisory Group, LLC 12,908 19.86 8,015 32.44
2025-07-22 13F Mascoma Wealth Management LLC 116,201 2.64 72,149 13.42
2025-07-21 13F New Century Financial Group, LLC 7,646 570.70 4,748 641.72
2025-07-21 13F Qrg Capital Management, Inc. 8,938 22.54 5,550 35.41
2025-07-15 13F Td Private Client Wealth Llc 66,907 4.41 41,542 15.37
2025-08-14 13F Mercer Global Advisors Inc /adv 682,371 8.06 423,685 19.41
2025-08-14 13F Core Wealth Advisors, Inc. 183,719 0.15 114,071 10.66
2025-07-21 13F Triad Wealth Partners, LLC 3,091 2.66 1,919 13.42
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 78,470 3.13 48,722 13.96
2025-08-13 13F Nicolet Bankshares Inc 15,390 39.79 9,556 54.49
2025-08-11 13F FineMark National Bank & Trust 224,736 0.43 139,539 10.97
2025-07-28 13F Toews Corp /adv 410,940 31.49 255,153 45.29
2025-08-11 13F Blue Bell Private Wealth Management, Llc 10,431 6.18 6,477 17.32
2025-08-13 13F Capital International Investors 1,677 34.38 1,036 48.71
2025-04-11 13F Safeguard Financial, LLC 1,640 13.89 922 8.74
2025-07-21 13F Ascent Group, LLC 31,662 2.25 19,659 13.00
2025-07-15 13F Pitti Group Wealth Management, LLC 2,343 2.76 1,455 13.51
2025-07-16 13F Rezny Wealth Management, Inc. 201,480 1.18 125,099 11.81
2025-07-29 13F Wingate Wealth Advisors, Inc. 1,711 21.78 1,062 34.60
2025-07-23 13F Elevate Wealth Advisory, Inc 298 74.27 185 92.71
2025-07-28 13F Stegner Investment Associates Inc. 7,482 0.82 4,646 11.42
2025-08-14 13F TT Capital Management LLC 9,135 5,280
2025-08-14 13F Palisade Capital Management Llc/nj 5,826 3.35 3,617 14.21
2025-07-16 13F GenWealth Group, Inc. 34,941 4,455.54 21,695 4,933.41
2025-07-08 13F Gillespie Robinson & Grimm Inc 879 0.46 546 11.00
2025-08-13 13F Cerity Partners LLC 2,264,625 9.50 1,406,106 20.99
2025-08-11 13F Cordatus Wealth Management LLC 19,706 12
2025-07-21 13F Syntax Research, Inc. 24,188 4.55 15,019 15.53
2025-08-14 13F Advisor OS, LLC 4,327 20.29 2,687 32.90
2025-08-11 13F Plotkin Financial Advisors, LLC 359 223
2025-08-13 13F Whalerock Point Partners, Llc 15,346 3.48 9,528 14.34
2025-08-14 13F Financial Advisory Service, Inc. 8,138 1.83 5,053 12.54
2025-06-18 NP NDMAX - Nationwide Investor Destinations Moderately Aggressive Fund Class A 44,289 24,711
2025-07-23 13F Country Club Bank /gfn 110,380 1.72 68,155 12.54
2025-08-08 13F Austin Wealth Management, LLC 993 1.12 631 16.88
2025-06-26 NP TCTKX - Transamerica ClearTrack 2025 R3 16,454 9,181
2025-07-10 13F Exchange Traded Concepts, Llc 10,583 6,571
2025-08-08 13F Burling Wealth Partners, Llc 3,300 40.61 2,049 55.39
2025-07-25 NP UCMCX - Cornerstone Moderately Conservative Fund 8,340 67.91 4,939 66.54
2025-07-29 13F Flavin Financial Services, Inc. 4,371 1.23 2,714 11.83
2025-07-24 13F True Link Financial Advisors, LLC 302,433 7.59 187,780 18.88
2025-05-07 13F Spectrum Wealth Counsel, LLC 142,740 2.27 80,206 -2.39
2025-08-14 13F Mariner, LLC 4,959,031 3.92 3,079,016 14.83
2025-07-30 13F Eqis Capital Management, Inc. 11,769 109.38 7,307 131.35
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2 69,000 265.08 42,842 303.45
2025-09-04 13F ZynergyRetirementPlanningLLC 57,059 5.19 35,428 10.95
2025-08-14 13F Ironvine Capital Partners, LLC 366 2.81 227 13.50
2025-07-17 13F/A Capital Investment Advisors, LLC 75,491 6.93 46,873 18.15
2025-07-09 13F Goelzer Investment Management, Inc. 256,906 2.64 159,513 13.41
2025-07-17 13F Northwest Wealth Management, Llc 1,612 0.88 1,001 11.48
2025-08-04 13F Noesis Capital Mangement Corp 903 18.19 561 30.54
2025-08-14 13F Evergreen Capital Management Llc 25,899 9.21 16,080 20.68
2025-07-29 13F Mezzasalma Advisors, LLC 4,163 0.46 2,585 11.00
2025-08-01 13F Yukon Wealth Management, Inc. 42,394 22.61 26,322 35.48
2025-07-31 13F University Of Texas/texas Am Investment Managment Co 9,049 12.15 5,619 23.94
2025-08-12 13F Zacks Investment Management 6,619 11.81 4,110 23.54
2025-08-14 13F Pinnacle Family Advisors, LLC 23,406 6.29 14,458 16.84
2025-07-10 13F Orgel Wealth Management, LLC 533,783 9.52 331,426 21.02
2025-07-18 13F Access Financial Services, Inc. 8,131 1.46 5,049 12.10
2025-07-30 13F MEMBERS Trust Co 1,924 1.16 1,195 11.80
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 1,978 1.33 1,228 16.08
2025-07-09 13F Channel Wealth Llc 863 52.47 536 68.24
2025-08-08 13F Laurel Wealth Planning LLC 9,025 89.24 5,604 109.15
2025-07-17 13F Leverty Financial Group, LLC 225,722 379.06 140,137 429.32
2025-08-07 13F Winthrop Capital Management, LLC 11,142 7.51 7 20.00
2025-07-22 13F Woodmont Investment Counsel Llc 7,161 91.78 4,446 111.97
2025-07-30 13F/A KPP Advisory Services LLC 35,335 1.48 21,940 12.14
2025-08-07 13F Samalin Investment Counsel, LLC 2,613 7.75 1,623 19.09
2025-08-14 13F Financial Advisors Network, Inc. 2,168 4.48 1,346 15.45
2025-07-16 13F Minichmacgregor Wealth Management, Llc 16,043 27.34 9,961 40.71
2025-07-09 13F Baron Wealth Management LLC 346 215
2025-07-25 13F Retirement Planning Group, Llc / Ny 1,751 9.10 1,087 20.64
2025-06-24 NP MWFQX - MainStay Equity ETF Allocation Fund Class R3 8,797 44.85 4,908 33.66
2025-08-12 13F one8zero8, LLC 1,144 0.18 710 10.76
2025-07-22 13F Red Door Wealth Management, LLC 18,291 0.25 11,357 10.78
2025-08-04 13F BLB&B Advisors, LLC 248,249 4.42 154,138 15.38
2025-08-13 13F Congress Wealth Management LLC / DE / 36,604 6.52 22,729 17.35
2025-08-18 13F/A Westwood Holdings Group Inc 71,942 2.17 44,669 12.89
2025-07-23 13F Woodside Wealth Management LLC 1,805 3.14 1,121 13.94
2025-08-07 13F Resources Investment Advisors, LLC. 215,681 1.68 133,917 12.36
2025-07-28 13F Bridges Investment Management Inc 192,841 5.99 119,735 17.11
2025-05-28 NP TFAGX - TFA AlphaGen Growth Fund Class I 720 1.41 405 -3.12
2025-07-10 13F Redhawk Wealth Advisors, Inc. 9,689 18.64 6,016 31.07
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 18,989 6.16 11,790 17.30
2025-08-07 13F Zions Bancorporation, National Association /ut/ 281,433 2.45 174,742 13.20
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 509,816 4.86 316,545 15.88
2025-07-31 13F West Michigan Advisors, Llc 1,061 1.43 659 12.10
2025-07-16 13F Marmo Financial Group, LLC 415 0.48 257 10.78
2025-08-04 13F Hicks Capital Management Llc 44,164 0.12 27,422 10.63
2025-07-09 13F Keystone Wealth Services, LLC 52,192 2.51 32,406 13.28
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 49,146 0.10 30,515 10.61
2025-07-23 13F Kingswood Wealth Advisors, Llc 28,868 30.50 17,924 44.15
2025-07-22 13F Macroview Investment Management Llc 7,105 4.93 4,411 15.96
2025-08-14 13F First Commonwealth Financial Corp /pa/ 167,934 5.22 104,270 16.27
2025-07-16 13F Novem Group 19,198 1.70 11,920 12.38
2025-08-13 13F Bernardo Wealth Planning LLC 82,010 5.11 51 16.28
2025-07-15 13F Maseco Llp 15,570 9,666
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 6,852 23.02 4,254 35.91
2025-08-12 13F Bokf, Na 129,513 3.16 80,415 13.99
2025-08-13 13F Leuthold Group, Llc 14,658 2.40 9,101 13.15
2025-07-21 13F Financial Services Advisory Inc 39,864 824.06 24,752 921.08
2025-07-28 13F Nadler Financial Group, Inc. 39,941 1.08 24,800 11.69
2025-08-08 13F Advisors Capital Management, LLC 158,091 12.08 98,159 23.84
2025-08-12 13F Ames National Corp 55,284 2.77 34,326 13.56
2025-07-29 13F Balboa Wealth Partners 1,943 14.70 1,206 26.68
2025-08-12 13F Fortis Capital Management LLC 4,862 0.16 3,019 10.67
2025-07-23 13F High Note Wealth, LLC 72,186 2.74 44,820 13.53
2025-08-15 13F Equitable Holdings, Inc. 624,312 0.03 387,635 10.53
2025-08-14 13F CoreFirst Bank & Trust 6,701 2.35 4,161 13.10
2025-07-15 13F Peddock Capital Advisors, Llc 36,274 2.18 22,523 12.91
2025-08-14 13F Glenview Trust Co 306,654 0.84 190,401 11.42
2025-08-13 13F Empire Financial Management Company, LLC 402 0.75 250 11.16
2025-07-11 13F Mallini Complete Financial Planning LLC 497 10.47
2025-08-11 13F Brown Wealth Management, Llc 48,919 10.55 30,374 22.15
2025-07-02 13F HBW Advisory Services LLC 4,398 27.33 2,731 40.72
2025-08-08 13F Westbourne Investment Advisors, Inc. 1,494 0.13 928 10.62
2025-07-15 13F Attessa Capital LLC 559 6.88 347 18.43
2025-08-05 13F Telos Capital Management, Inc. 19,891 8.12 12,351 19.46
2025-08-14 13F Ackerman Asset Management, LLC 82,937 0.15 51,495 10.67
2025-08-11 13F Principal Securities, Inc. 209,105 48.75 129,833 56.89
2025-07-29 13F Barlow Wealth Partners, Inc. 1,860 14.60 1,160 29.21
2025-08-27 13F Seneca Financial Advisors LLC 2,393 0.13 1,486 10.65
2025-07-22 13F Schwab Charitable Fund 6,686 4.29 4,151 15.24
2025-08-14 13F NCM Capital Management, LLC 2,861 21.07 1,789 34.74
2025-08-06 13F Carnegie Lake Advisors LLC 495 0
2025-08-06 13F Ipsen Advisor Group LLC 996 0.30 618 10.95
2025-08-08 13F Tortoise Investment Management, LLC Put 700 2
2025-08-07 13F Argent Advisors, Inc. 17,695 2.88 10,986 13.68
2025-07-14 13F Ai Financial Services Llc 1,971 1.55 1,224 12.20
2025-07-14 13F Foster Group, Inc. 82,761 4.62 51,387 15.61
2025-07-25 13F Natural Investments, Llc 464 19.59 0
2025-07-15 13F CenturyLink Investment Management Co 163,204 41.55 101 -99.77
2025-07-25 13F Bill Few Associates, Inc. 1,893 3.61 1,175 14.52
2025-07-25 13F JustInvest LLC 7,358 9.61 4,570 21.19
2025-07-28 13F Verisail Partners, LLC 458 1.10 284 11.81
2025-07-24 13F JNBA Financial Advisors 240,710 8.84 149,457 20.26
2025-08-11 13F Shoker Investment Counsel, Inc. 10,569 0.10 6,564 10.64
2025-07-22 13F Valley National Advisers Inc 3,426 4.42 2 100.00
2025-08-06 13F Chancellor Financial Group WB LP 11,380 1.23 7,066 11.84
2025-07-30 13F Fogel Capital Management, Inc. 705 1.15 438 11.76
2025-08-01 13F/A GGM Financials LLC 1,110 0.18 689 10.77
2025-08-07 13F Private Advisory Group LLC 16,422 1.53 10,197 12.19
2025-08-11 13F Culbertson A N & Co Inc 1,420 1.14 882 11.80
2025-08-12 13F Terra Nova Asset Management LLC 450 0.22 280 10.71
2025-08-04 13F Live Oak Private Wealth LLC 3,480 9.43 2,161 20.94
2025-07-28 13F Sagespring Wealth Partners, Llc 360,425 8.65 169,857 23.44
2025-07-22 13F Net Worth Advisory Group 400 248
2025-07-31 13F/A Avion Wealth 1,445 0.98 1
2025-08-11 13F Strategic Wealth Partners, Ltd. 20,001 19.72 12,418 21.33
2025-07-23 13F Clear Creek Financial Management, LLC 57,910 9.18 35,956 20.65
2025-07-31 13F Carnegie Capital Asset Management, LLC 15,625 2.55 9,702 24.74
2025-08-06 13F SP Asset Management LLC 4,196 0.74 2,605 11.32
2025-08-14 13F Navigoe, LLC 9,163 67.36 6 66.67
2025-07-16 13F Kennicott Capital Management Llc 8,649 74.80 5,370 93.17
2025-07-30 13F Chokshi & Queen Wealth Advisors, Inc 65,080 4.37 40,408 15.33
2025-07-09 13F Bulwark Capital Corp 15,145 9,404
2025-07-23 13F Indiana Trust & Investment Management CO 3,524 1.85 2,188 12.55
2025-08-08 13F VeraBank, N.A. 44,040 24.38 27,344 37.44
2025-07-29 NP Keyco Bond Fund Inc 7,518 4.24 4,668 15.18
2025-08-06 13F Walkner Condon Financial Advisors LLC 31,590 0.11 19,614 10.61
2025-07-17 13F Fifth Third Securities, Inc. 81,252 6.06 50,450 17.20
2025-08-14 13F Michael & Susan Dell Foundation 3,145,697 4.91 1,953,163 15.92
2025-08-14 13F Capstone Investment Advisors, Llc 959,240 0.32 595,592 10.85
2025-08-14 13F/A Skopos Labs, Inc. 3,498 306.74 2,172 349.48
2025-08-08 13F SBI Securities Co., Ltd. 36,623 0.05 22,739 10.56
2025-07-25 13F Concord Wealth Partners 1,109 2.12 688 12.79
2025-07-10 13F American Financial Advisors, LLC 6,812 38.31 4,229 52.84
2025-08-06 13F Decker Retirement Planning Inc. 27 17
2025-08-13 13F Beutel, Goodman & Co Ltd. 1,064 1
2025-07-25 13F We Are One Seven, LLC 51,567 179.98 32,018 209.37
2025-08-13 13F Stenger Family Office, LLC 5,966 2.07 3,804 10.55
2025-07-29 13F DeDora Capital, Inc. 35,411 2.40 21,987 13.15
2025-08-07 13F Searle & Co. 3,274 2.50 2,033 13.27
2025-08-14 13F Waterway Wealth Management, LLC 80,782 22.66 50,152 35.53
2025-07-23 13F Heck Capital Advisors, LLC 270,469 38.96 167,934 53.56
2025-08-04 13F Amplius Wealth Advisors, LLC 1,449 2.19 900 12.94
2025-08-04 13F Premier Path Wealth Partners, LLC 7,924 17.29 4,920 29.64
2025-07-21 13F Hilltop National Bank 13,831 24.46 8,588 31.26
2025-08-04 13F Pensionmark Financial Group, Llc 48,576 1.36 30,161 12.00
2025-06-25 NP WGAFX - Wells Fargo WealthBuilder Growth Allocation Fund Class A 32,577 2.12 18,177 -5.77
2025-06-25 NP WMBGX - Wells Fargo WealthBuilder Moderate Balanced Fund Class A 24,090 3.69 13,441 -4.32
2025-07-29 13F Rodgers & Associates, LTD 3,130 20.80 1,943 33.54
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 2,633 3.66 1,635 11.38
2025-08-07 13F Peninsula Asset Management Inc 2,198 106.77 1,365 128.48
2025-07-16 13F Global Wealth Management, LLC 32,234 1.43 20,234 13.32
2025-07-23 13F Vontobel Holding Ltd. 8,746 55.90 5,430 72.27
2025-07-22 13F Highland Capital Management, Llc 92,503 0.49 57,435 11.04
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 180,078 0.14 111,811 10.65
2025-07-31 13F Richards, Merrill & Peterson, Inc. 538 6.53 334 18.02
2025-07-10 13F Moody National Bank Trust Division 43,850 0.77 27,226 11.36
2025-07-29 13F Arista Wealth Management, LLC 8,378 29.27 5,202 42.85
2025-07-16 13F Leading Edge Financial Planning LLC 669 11.69 416 23.51
2025-08-05 13F Ceera Investments, Llc 5,112 24.32 3,174 37.40
2025-07-30 13F Avidian Wealth Solutions, LLC 606,257 5.67 376,425 16.76
2025-07-30 13F Whittier Trust Co 423,847 1.40 263,162 12.04
2025-06-27 NP AFDIX - Sustainable Equity Fund Investor Class This fund is a listed as child fund of American Century Companies 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 284,106 966.66 158,520 884.28
2025-07-23 13F Nelson Capital Management, LLC 13,560 7.50 8,419 18.79
2025-07-21 13F Catalina Capital Group, LLC 10,704 2.81 6,646 13.61
2025-08-15 13F Semmax Financial Advisors Inc. 313 6.10 200 19.76
2025-07-15 13F McAdam, LLC 38,704 1.85 24,031 12.55
2025-07-11 13F LongView Wealth Management 2,076 19.93 1,289 32.51
2025-07-22 13F Blue Square Asset Management, Llc 350 217
2025-08-04 13F Linscomb & Williams, Inc. 314,740 0.09 195,422 10.60
2025-06-26 NP TCTZX - Transamerica ClearTrack Retirement Income R3 30,797 17,183
2025-08-13 13F Allie Family Office LLC 4,104 8.95 2,590 20.69
2025-07-23 13F Lakeshore Capital Group, Inc. 22,094 1.53 13,718 12.20
2025-07-17 13F Poinciana Advisors Group, Llc 1,729 323.77 1,074 368.56
2025-08-12 13F Southeast Asset Advisors Inc. 2,170 3.09 1,347 13.96
2025-08-14 13F Dimension Capital Management Llc 33,759 0.59 20,961 11.16
2025-07-23 13F RMG Wealth Management LLC 1,319 832
2025-07-31 13F Perissos Private Wealth Management, LLC 18,915 2,074.14 11,744 2,306.56
2025-08-14 13F Fort Point Capital Partners LLC Put 6,100 3,781
2025-08-14 13F Fort Point Capital Partners LLC 50,206 3.66 31,173 14.54
2025-07-18 13F Vicus Capital 338,237 3.56 210,012 14.43
2025-08-14 13F Premier Financial Group 841 542
2025-08-12 13F Tarbox Family Office, Inc. 376,451 1.38 233,739 12.03
2025-08-06 13F Washington Trust Bank 63,533 0.62 39,448 11.18
2025-07-16 13F Twelve Points Wealth Management LLC 1,292 0.39 802 10.93
2025-07-11 13F Grove Bank & Trust 39,767 2.64 24,691 13.42
2025-08-13 13F Ally Invest Advisors Inc. 481,691 2.66 299,082 13.44
2025-06-27 NP TWBIX - Balanced Fund Investor Class This fund is a listed as child fund of American Century Companies 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 15,070 272.65 8,408 243.89
2025-08-12 13F Concentrum Wealth Management 345 214
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 171,750 105.20 106,640 126.74
2025-06-27 NP AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies 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 872 36.25 487 25.91
2025-08-01 13F Riverwater Partners LLC 4,667 17.85 2,898 30.20
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 1,592 3.51 989 14.35
2025-08-14 13F Summit Trail Advisors, Llc 23,016 14,291
2025-08-15 13F Keel Point, LLC 6,845 0.85 4,250 11.46
2025-07-16 13F Instrumental Wealth, Llc 14,322 0.91 8,951 14.00
2025-08-11 13F GKV Capital Management Co., Inc. 1,514 398.03 940 452.94
2025-07-09 13F David J Yvars Group 56,065 0.97 34,809 11.57
2025-08-01 13F Clark Asset Management, LLC 4,465 2.29 2,773 13.05
2025-07-30 13F St. Johns Investment Management Company, LLC 9,353 39.26 5,807 53.91
2025-07-25 13F Investment Advisory Group, LLC 21,944 4.08 13,625 15.02
2025-08-05 13F MKP Capital Management, L.L.C. 2,193,357 21.23 1,361,855 33.96
2025-08-12 13F Quadcap Wealth Management, LLC 9,262 1.09 5,751 11.71
2025-08-14 13F Royal Bank Of Canada 13,311,281 1.52 8,264,976 12.18
2025-07-24 13F Ridgeline Wealth Planning, LLC 2,916 49.39 1,811 65.15
2025-07-30 13F Bogart Wealth, LLC 2,524 4.77 1,567 15.82
2025-07-14 13F CRA Financial Services, LLC 27,880 5.60 17,311 16.68
2025-08-07 13F Future Fund LLC 344 214
2025-08-12 13F Clark Financial Services Group Inc /bd 691 0.58 429 11.14
2025-07-17 13F PMG Wealth Management, Inc. 4,839 22.63 3,005 35.50
2025-07-09 13F Bowman & Co S.C. 993 59.65 617 76.50
2025-07-10 13F CWC Advisors, LLC. 339 210
2025-08-14 13F Brandywine Trust Co 3,255 66.24 2,021 83.73
2025-08-14 13F Sentinel Wealth Management, Inc. 815 1
2025-07-16 13F Bright Financial Advisors, Inc. 19,859 0.51 12,331 11.06
2025-08-14 13F Garden State Investment Advisory Services LLC 4,045 4.98 2,515 16.01
2025-07-17 13F Fiduciary Advisors, Inc. 3,566 1.16 2,214 11.77
2025-07-09 13F VisionPoint Advisory Group, LLC 5,883 500.31 3,653 564.00
2025-08-08 13F Collaborative Wealth Managment Inc. 1,269 5.66 788 16.77
2025-08-14 13F Macquarie Group Ltd 1,044,750 351,667.68 648,685 390,674.10
2025-07-17 13F Clear Point Advisors Inc. 398 0.25 247 10.76
2025-07-18 13F Sicart Associates LLC 436 271
2025-07-14 13F Opal Wealth Advisors, LLC 1,109 32.81 689 46.70
2025-08-13 13F Per Stirling Capital Management, LLC. 96,229 0.87 59,749 11.46
2025-07-07 13F Greenfield Savings Bank 869 2.00 540 12.76
2025-08-04 13F Quaker Wealth Management, LLC 177 110
2025-04-28 13F Pinnacle Financial Partners Inc 65,516 5.66 37,345 2.97
2025-07-16 13F Beaumont Financial Advisors, LLC 97,124 4.04 60,304 14.96
2025-07-22 13F Marietta Wealth Management, LLC 7,249 0.25 4,501 10.76
2025-08-14 13F Raymond James Financial Inc Put 300 129
2025-08-14 13F Raymond James Financial Inc 4,217,885 0.58 2,618,885 11.14
2025-07-09 13F Fiduciary Alliance LLC 2,290 65.22 1,422 82.78
2025-07-29 13F Monument Group Wealth Advisors, LLC 987 0.20 613 10.67
2025-08-14 13F Quantinno Capital Management LP 175,538 33.06 108,992 47.04
2025-08-27 NP ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 100,968 1.58 62,691 12.24
2025-07-23 13F New England Professional Planning Group Inc. 125,022 0.10 77,627 10.61
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 6,456,904 2.58 4,056,033 14.68
2025-08-11 13F Diversified Portfolios, Inc. 37,866 0.38 23,511 10.92
2025-07-28 13F Axxcess Wealth Management, Llc 25,611 7.78 15,902 19.10
2025-08-12 13F Weik Capital Management 3,715 0.54 2,307 11.08
2025-07-08 13F RMR Wealth Builders 763 0.26 474 10.77
2025-08-05 13F Dunhill Financial, LLC 5,414 216.79 3,362 250.10
2025-05-13 13F Watts Gwilliam & Co., LLC 2,923 22.10 1,642 15.96
2025-07-21 13F Future Financial Wealth Managment LLC 1,107 0.45 687 10.99
2025-08-12 13F Camden National Bank 2,383 1.15 1,480 11.79
2025-08-14 13F Wick Capital Partners, LLC 62,017 86.69 25,633 37.32
2025-07-10 13F Bigelow Investment Advisors, LLC 24,296 2.35 15,086 13.11
2025-08-14 13F Keystone Financial Services, LLC 8,595 1.86 5,337 12.55
2025-07-10 13F Family Legacy Financial Solutions, LLC 514 319
2025-08-12 13F Rather & Kittrell, Inc. 1,769 0.63 1,098 11.25
2025-08-14 13F Planwiser Financial, Llc 20,005 7.55 12,802 22.08
2025-08-12 13F Twin Focus Capital Partners, Llc 12,773 33.12 7,931 47.10
2025-07-01 13F Kera Capital Partners, Inc. 9,140 32.85 5,675 46.83
2025-08-14 13F Envision Financial Planning, LLC 324 201
2025-08-25 13F BLVD Private Wealth, LLC 462 287
2025-07-29 13F Roof Eidam & Maycock/adv 21,742 0.68 13,500 11.25
2025-07-22 13F Old National Bancorp /in/ 152,782 9.49 94,862 20.99
2025-08-08 13F Creative Planning 22,229,974 1.82 13,802,591 12.52
2025-07-08 13F Everpar Advisors Llc 14,810 38.46 9,195 53.02
2025-08-08 13F Hudock, Inc. 124,660 0.40 77,402 10.95
2025-07-15 13F Bank Of Stockton 95,544 4.38 59,323 15.34
2025-08-08 13F AJ Advisors, LLC 368 0.27 229 10.68
2025-08-07 13F Summit Asset Management, LLC 30,953 2.93 19,219 13.73
2025-08-11 13F Kirtland Hills Capital Management, Llc 627 389
2025-07-08 13F Hickory Point Bank & Trust 2,299 4.12 1,427 15.08
2025-08-06 13F Pekin Hardy Strauss, Inc. 512 12.28 318 24.31
2025-07-18 13F Pure Financial Advisors, Inc. 174,334 194.95 108,244 225.93
2025-06-18 NP NDAAX - Nationwide Investor Destinations Aggressive Fund Class A 31,017 17,306
2025-07-23 13F BankPlus Trust Department 132,781 1.44 82,444 12.09
2025-07-25 13F Sovereign Financial Group, Inc. 29,023 1.11 18,021 11.72
2025-07-17 13F Paradigm Financial Partners, Llc 8,579 27.87 5,327 41.31
2025-07-29 13F Fundamentun, Llc 59,574 9.00 36,990 20.45
2025-07-25 13F Gw Henssler & Associates Ltd 6,004 38.18 3,728 52.68
2025-08-12 13F Summit Global Investments 3,047 160.20 2
2025-07-23 13F Beaumont Asset Management, L.L.C. 86,229 4.98 53,540 16.00
2025-07-11 13F Eagle Bay Advisors LLC 7,436 4.42 4,617 15.37
2025-08-13 13F Johnson Financial Group, Inc. 1,076,986 2.58 668,701 13.35
2025-07-18 13F PFG Investments, LLC 10,599 3.19 6,581 14.02
2025-06-26 NP TCTMX - Transamerica ClearTrack 2035 R3 28,522 15,914
2025-08-14 13F Smartleaf Asset Management LLC 22,931 78.02 14,159 96.94
2025-08-12 13F Mustico Financial Group, Inc. 18,001 11,407
2025-08-06 13F DDFG, Inc 1,581 0.06 982 10.60
2025-08-12 13F JMG Financial Group, Ltd. 41,062 1.36 25,495 12.01
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II 32,917 0.57 20,438 11.14
2025-08-14 13F Harvest Investment Services, LLC 2,219 6.99 1,378 18.20
2025-08-12 13F Titleist Asset Management, Llc 5,667 11.42 3,519 23.14
2025-07-30 13F Principle Wealth Partners Llc 1,757 17.45 1,091 29.76
2025-08-14 13F C M Bidwell & Associates Ltd 10,702 2,348.97 6,645 2,611.84
2025-08-04 13F/A 626 Financial, LLC 387 0.26 240 11.11
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 83,900 5.01 52,094 16.03
2025-07-21 13F Gray Private Wealth, LLC 134,571 0.47 83,555 11.02
2025-07-21 13F Monticello Wealth Management, Llc 71,824 2.95 44,596 13.77
2025-08-06 13F Valtinson Bruner Financial Planning LLC 647 62.97 401 80.63
2025-07-07 13F Wealth Alliance Advisory Group, LLC 79,148 3.48 49,143 14.34
2025-08-04 13F Leeward Financial Partners, LLC 5,829 0.14 3,619 10.67
2025-08-11 13F Elite Financial, Inc. 1,961 55.51 1
2025-08-05 13F Snider Financial Group 59,377 4.06 36,867 14.99
2025-07-22 13F SOL Capital Management CO 16,579 1.42 10 11.11
2025-08-04 13F Arcadia Wealth Management, Inc. 4,968 29.58 3,085 43.18
2025-03-27 NP TDITX - Transamerica ClearTrack 2025 R1 16,035 39.75 9,696 47.92
2025-07-24 13F Brandywine Oak Private Wealth Llc 2,830 0.25 1,757 10.78
2025-08-13 13F Northwestern Mutual Wealth Management Co 32,488,472 3.81 20,172,093 14.70
2025-07-15 13F Sightline Wealth Advisors, LLC 2,019 0.30 1,253 10.79
2025-08-14 13F Ancora Advisors, LLC 88,178 4.44 54,750 15.41
2025-07-14 13F S.A. Mason LLC 10,456 2.36 6,492 13.12
2025-06-18 NP NWNAX - Nationwide Destination 2045 Fund Class A 8,032 4,482
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 5,620 12.27 3,489 24.08
2025-06-18 NP NADCX - Nationwide Investor Destinations Moderately Conservative Fund Class A 11,754 6,558
2025-07-14 13F Legacy Capital Group California, Inc. 346 215
2025-05-07 13F Horan Capital Advisors, LLC. 3,494 3.86 1,964 -0.86
2025-07-10 13F Trust Point Inc. 13,116 0.24 8,144 10.77
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 327 203
2025-08-05 13F Sunburst Financial Group, LLC 9,111 0.62 5,657 11.19
2025-07-28 NP VSTIX - Stock Index Fund 5 3
2025-07-21 13F Fortis Capital Advisors, LLC 20,764 20.35 12,893 32.99
2025-07-30 13F Clune & Associates, Ltd. 2,638 24.14 1,638 37.10
2025-07-16 13F Colton Groome Financial Advisors, Llc 81,526 3.51 50,619 15.18
2025-08-25 13F Fulcrum Equity Management 1,512 939
2025-06-27 NP TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies 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 1,554 282.76 867 253.88
2025-07-14 13F Lakeshore Financial Planning, Inc. 81,947 3.85 50,880 14.74
2025-08-14 13F Catalyst Financial Partners Llc 177,090 5.95 109,955 17.08
2025-08-11 13F Nordwand Advisors, LLC 13,483 1,556.39 8,372 1,731.73
2025-08-26 NP SPYC - Simplify US Equity PLUS Convexity ETF 128,981 27.10 80,084 40.45
2025-07-11 13F Diversified Trust Co 48,286 5.36 29,981 16.42
2025-08-01 13F Corrado Advisors, Llc 2,287 4.33 1,420 15.27
2025-07-02 13F Waller Financial Planning Group, Inc 80,202 10.27 49,797 21.85
2025-07-17 13F Nova R Wealth, Inc. 40,249 2.87 24,991 13.67
2025-08-14 13F Sagard Holdings Management Inc. 9,911 6,154
2025-07-09 13F Pines Wealth Management, LLC 31,677 1.92 19,899 28.36
2025-07-16 13F Cadent Capital Advisors, LLC 10,193 1.16 6,329 11.78
2025-08-04 13F Jim Saulnier & Associates, Llc 1,935 1.47 1,202 12.14
2025-08-14 13F Family Management Corp 5,111 14.85 3,174 26.92
2025-07-23 13F REAP Financial Group, LLC 4,686 7.77 2,910 19.12
2025-07-31 13F BIP Wealth, LLC 14,972 9.60 9,296 21.12
2025-08-07 13F Encompass More Asset Management 6,911 16.70 4,291 28.98
2025-07-30 13F Black Diamond Financial, LLC 8,526 2.07 5,294 12.78
2025-07-15 13F Missouri Trust & Investment Co 133 33.00 83 46.43
2025-07-11 13F Kapstone Financial Advisors LLC 53,283 6.37 33,083 17.54
2025-07-25 13F waypoint wealth counsel 13,764 1.59 8,546 12.26
2025-08-12 13F Calton & Associates, Inc. 2,566 36.34 1,593 50.71
2025-07-15 13F Graypoint LLC 215,939 1.81 134,076 12.50
2025-07-22 13F Romano Brothers And Company 6,725 0.58 4,176 11.16
2025-07-17 13F Hengehold Capital Management Llc 36,711 7.14 22,794 18.39
2025-07-25 13F Kellett Schaffner Wealth Advisors LLC 330 205
2025-07-29 13F Goldstein Advisors, LLC 3,402 6.31 2,112 17.46
2025-05-12 13F Sandy Spring Bank 241,147 1.84 135,501 -2.79
2025-07-21 13F Mechanics Financial Corp 13,754 3.03 8,540 13.85
2025-04-14 13F Regent Peak Wealth Advisors LLC 3,314 0.27 1,862 -4.27
2025-07-22 13F Iron Horse Wealth Management, LLC 1,035 3.40 643 14.23
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 37,669 1.64 23,389 12.24
2025-07-22 13F Grimes & Company, Inc. 246,516 11.08 153,062 22.74
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 1,369 0.07 850 10.55
2025-07-17 13F Greenleaf Trust 2,051,529 3.36 1,273,794 14.21
2025-07-08 13F Legacy Private Trust Co. 329,277 1.38 204,448 12.02
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Aggressive Fund Class I 13,030 3.08 8,090 13.91
2025-08-01 13F Wincap Financial Llc 8,008 47.18 4,972 62.64
2025-08-14 13F TCG Advisory Services, LLC 7,481 8.72 4,645 20.15
2025-08-08 13F Capital Investment Advisory Services, LLC 22,094 0.84 13,718 11.43
2025-08-12 13F Blueprint Investment Partners LLC 27,478 10.69 17,061 22.31
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 99,351 2.27 61,687 13.01
2025-07-29 13F Consilio Wealth Advisors, Llc 104,257 0.34 64,374 10.26
2025-08-04 13F Flagship Harbor Advisors, Llc 16,856 17.09 10,466 29.37
2025-07-18 13F Lynx Investment Advisory 613 0.33 381 10.79
2025-08-14 13F Cura Wealth Advisors, Llc 2,568 10.21 1,594 21.77
2025-07-15 13F Tepp RIA, LLC 35,090 7.38 21,787 18.66
2025-08-11 13F Bradley Foster & Sargent Inc/ct 35,754 16.22 22,200 28.43
2025-04-29 13F Callan Capital, LLC 14,069 38.75 7,905 32.43
2025-08-12 13F Riverstone Advisors, LLC 83,985 11.59 52,146 23.30
2025-08-18 13F Old North State Trust, LLC 4,519 12.64 3 0.00
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 3,237 2.99 2,010 13.76
2025-07-29 13F Straight Path Wealth Management 6,447 0.28 4,003 10.83
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2070 Fund Institutional Service Class 49 27
2025-07-08 13F Rise Advisors, LLC 375 1.08 233 11.54
2025-08-13 13F WealthTrust Axiom LLC 2,163 4.44 1,343 15.48
2025-08-19 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - May/Nov Service Shares 1,700 6.25 1,056 17.35
2025-08-06 13F SJA Financial Advisory, LLC 25,190 3.81 15,641 14.70
2025-07-16 13F Rainier Family Wealth Inc 719 74.09 447 92.24
2025-07-17 13F Catalytic Wealth RIA, LLC 12,068 160.42 7,493 187.86
2025-07-11 13F Congress Park Capital LLC 25,933 3.59 16,102 14.47
2025-08-13 13F Walleye Trading LLC Call 3,100 1,925
2025-08-13 13F Guggenheim Capital Llc 82,471 95.66 51,206 116.21
2025-08-13 13F Elgethun Capital Management 1,387 285.28 861 326.24
2025-08-08 13F Adapt Wealth Advisors, Llc 44,734 1.65 27,775 12.32
2025-08-13 13F Walleye Trading LLC 6,368 612.30 3,954 687.45
2025-08-13 13F Walleye Trading LLC Put 10,400 73.33 6,457 91.55
2025-07-14 13F ABLE Financial Group, LLC 2,477 4.91 1,538 15.91
2025-08-15 13F Alaethes Wealth LLC 5,468 1.22 3,395 11.86
2025-07-07 13F Roxbury Financial LLC 5,150 11.09 3,198 15.54
2025-08-14 13F Investment Management Corp of Ontario 594,670 6.85 369,231 18.06
2025-07-16 13F Old North State Wealth Management, LLC 404 0.50 252 11.01
2025-07-09 13F Lifelong Wealth Advisors, Inc. 5,671 3.20 3,521 14.06
2025-08-07 13F Clarity Wealth Advisors, LLC 3,253 1.53 2,020 12.17
2025-08-13 13F MBM Wealth Consultants, LLC 4,584 0.17 2,846 10.70
2025-07-30 13F Sloy Dahl & Holst, LLC 494 1.65 306 12.09
2025-07-29 13F Regions Financial Corp 1,124,018 4.03 697,903 14.96
2025-07-21 13F Sageworth Trust Co of South Dakota 2,442 87.56 1,516 107.39
2025-08-07 13F Montag A & Associates Inc 235,233 3.20 146,056 14.04
2025-08-12 13F Archvest Wealth Advisors, Inc. 17,148 11.81 10,647 23.54
2025-08-12 13F Asset Management Group, Inc. 30,836 0.17 19,146 10.70
2025-07-09 13F Berkshire Bank 9,403 10.47 5,838 22.08
2025-07-24 13F Papp L Roy & Associates 1,106 18.80 687 31.17
2025-07-23 13F Tcfg Wealth Management, Llc 571 355
2025-08-13 13F Natixis Advisors, L.p. 84,567 29.63 53 44.44
2025-07-23 13F Fulton Breakefield Broenniman Llc 181,892 1.61 112,937 12.28
2025-07-31 13F Strait & Sound Wealth Management LLC 587 0.86 364 11.31
2025-08-14 13F Progeny 3, Inc. 139,069 76.55 86,348 95.09
2025-07-10 13F Envision Financial LLC 3,833 0.03 2,380 10.50
2025-08-12 13F Landing Point Financial Group, LLC 50,917 2.76 31,615 13.55
2025-08-01 13F Petra Financial Advisors Inc 788 2.20 489 12.93
2025-07-24 13F Columbia Advisory Partners Llc 336 209
2025-07-15 13F Oregon Pacific Wealth Management, LLC 2,518 12.46 1,563 24.24
2025-07-23 13F Sax Wealth Advisors, Llc 29,547 28.91 18,346 42.45
2025-08-15 13F Ewing Morris & Co. Investment Partners Ltd. 9,773 45.06 6,068 11.38
2025-07-03 13F Arvest Investments, Inc. 34,443 1.68 21,386 12.36
2025-07-22 13F Simplicity Wealth,LLC 103,504 24.64 64,266 37.72
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Domestic ETF 5,756 3,574
2025-08-13 13F Wellspring Financial Advisors, LLC 490,952 1.67 304,832 12.34
2025-08-14 13F Pennington Partners & Co., Llc 3,994 6.22 2,480 17.38
2025-08-14 13F CoreCap Advisors, LLC 56,995 13.37 35,389 25.28
2025-08-08 13F Altiora Financial Group, LLC 2,708 5.45 1,681 16.49
2025-07-14 13F Brady Martz Wealth Solutions, LLC 382 237
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 187,669 3.99 104,712 -4.04
2025-07-31 13F LJI Wealth Management, LLC 1,168 0.34 725 11.03
2025-08-14 13F Paradigm Capital Management, LLC/NV 345 0
2025-08-12 13F Cooper/haims Advisors, Llc 27,568 16.34 17,117 28.55
2025-07-21 13F HighMark Wealth Management LLC 110,157 0.62 68,379 11.16
2025-07-24 13F Capital Advisors, Ltd. LLC 2,826 24.49 2 0.00
2025-08-14 13F Ameriprise Financial Inc 7,918,142 4.79 4,916,285 15.76
2025-07-30 13F Ethic Inc. 1,378 42.50 851 56.15
2025-08-14 13F Gen-Wealth Partners Inc 10,786 3.76 6,697 14.66
2025-07-09 13F Chesley Taft & Associates LLC 27,339 1.29 16,975 11.92
2025-07-21 13F Barrett & Company, Inc. 12,462 1.06 7,738 11.68
2025-07-16 13F Randolph Co Inc 3,275 36.17 2,033 50.48
2025-08-14 13F Heritage Wealth Management, Inc. 913 4.58 567 15.71
2025-07-18 13F Forza Wealth Management, LLC 5,019 82.24 3,116 101.42
2025-07-28 13F Sage Advisors, Llc 343 213
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 1,065 0.09 661 10.72
2025-08-14 13F Waters Parkerson & Co., Llc 33,708 10.45 20,929 22.05
2025-07-16 13F MBE Wealth Management, LLC 18,656 1.90 11,583 12.60
2025-08-14 13F Herold Advisors, Inc. 1,869 7.48 1,160 18.73
2025-07-23 13F DMG Group, LLC 342 212
2025-08-14 13F/A Rockefeller Capital Management L.P. 819,186 0.87 516,082 13.10
2025-07-30 13F VCI Wealth Management LLC 1,135 20.62 705 33.33
2025-07-16 13F Gradient Capital Advisors, LLC 52,248 1.20 32,441 11.82
2025-07-30 13F LifeWealth Investments, LLC 2,057 11.37 1,277 23.14
2025-07-22 13F Team Financial Group, LLC 1,207 42.00 750 57.02
2025-07-28 13F Ritholtz Wealth Management 533,959 50.29 331,535 66.08
2025-08-04 13F Buckhead Capital Management Llc 590 0.17 366 10.91
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 2,326 0.09 1,444 17.97
2025-07-21 13F Successful Portfolios LLC 11,151 9.03 6,924 20.48
2025-08-14 13F Colony Group, LLC 797,865 22.82 495,394 35.71
2025-07-30 13F IMG Wealth Management, Inc. 377 171.22 234 200.00
2025-07-25 13F M.e. Allison & Co., Inc. 1,099 0.09 682 10.53
2025-08-13 13F Alerus Financial Na 4,747 0.36 2,947 10.91
2025-07-02 13F Jacobs & Co/ca 329 0
2025-07-31 13F Trademark Financial Management, LLC 35,949 12.17 22,321 23.94
2025-07-24 13F Stiles Financial Services Inc 1,169 0.09 726 10.52
2025-07-16 13F Stephenson National Bank & Trust 10,047 3.93 6,238 14.86
2025-07-22 13F Sage Financial Group Inc 6,504 2.49 4,038 13.27
2025-08-13 13F Capital Research Global Investors 518 320
2025-08-12 13F Cowa, Llc 5,006 1.81 3,108 12.53
2025-08-04 13F Capital Performance Advisors Llp 63,203 20.64 39,243 33.31
2025-04-28 13F Boulder Wealth Advisors, LLC 47,794 1.88 26,856 -2.76
2025-08-04 13F Shorepath Capital Management LLC 10,216 25.55 6,343 38.74
2025-07-14 13F Lee-Kelleher Wealth Management 45,573 5.59 28,296 16.67
2025-07-22 13F DT Investment Partners, LLC 168,331 26.07 104,517 39.30
2025-08-07 13F Pembroke Management, LTD 27,882 12.67 17,312 24.50
2025-07-17 13F One Wealth Advisors, LLC 36,822 2.96 22,862 13.78
2025-08-12 13F MAI Capital Management 1,724,153 4.98 1,070,527 16.00
2025-08-12 13F Ameritas Investment Partners, Inc. 113,435 3.03 70,431 13.84
2025-08-06 13F Legacy Wealth Managment, LLC/ID 1,825 11.48 1,133 23.29
2025-07-25 13F Gordian Advisors LLC 332 206
2025-08-01 13F Wealth Watch Advisors, INC 1,098 1.48 682 12.19
2025-07-10 13F Financial Management Network Inc 91,153 4.96 57,259 30.20
2025-07-15 13F Well Done, LLC 114,619 1.64 71,166 7.21
2025-08-05 13F Bridgewater Advisors Inc. 5,520 64.97 3,524 89.10
2025-07-10 13F Marshall Financial Group LLC 1,711 0.18 1,067 11.26
2025-07-16 13F Flower City Capital 12,817 0.42 7,958 10.97
2025-08-08 13F Calamos Advisors LLC 14,970 0.10 9,295 10.60
2025-07-22 13F Alta Wealth Advisors LLC 6,375 11.37 3,958 23.07
2025-07-18 13F Foundry Financial Group, Inc. 28,929 10.88 17,962 22.52
2025-08-08 13F Allianz Se 1,584,282 3.43 983,681 14.29
2025-07-18 13F Rolek Wealth Management LLC 578 16.77 359 34.08
2025-08-05 13F Frederick Financial Consultants, LLC 2,178 0.05 1,352 10.55
2025-08-07 13F Kestra Private Wealth Services, Llc 119,894 29.37 74,442 42.95
2025-07-30 NP ENDW - Cambria Endowment Style ETF 390 231
2025-07-30 13F Caliber Wealth Management, LLC / KS 154,664 17.02 96,031 29.31
2025-08-01 13F Bank of Jackson Hole Trust 7,654 2.49 4,752 6.59
2025-05-01 13F Lane & Associates LLC 4,401 4.36 2,473 -3.02
2025-08-12 13F Rock Creek Group, LP 38,818 24,102
2025-07-14 13F BlueSky Wealth Advisors, LLC 5,138 0.08 3,190 10.61
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 119,522 0.06 74,211 10.56
2025-07-03 13F Trinity Financial Advisors LLC 2,553 90.95 1,585 119.53
2025-07-29 13F Arcus Capital Partners, LLC 11,354 12.13 7,050 23.91
2025-08-11 13F Mach-1 Financial Group, Inc. 358 222
2025-08-11 13F Novak & Powell Financial Services, Inc. 557 0.18 346 10.58
2025-08-12 13F J.w. Cole Advisors, Inc. 116,004 66.19 72,027 83.65
2025-08-22 NP FVHKV - Hedged Equity Portfolio Service Class 161 8.05 100 19.28
2025-08-14 13F NorthLanding Financial Partners, LLC 48,998 6.70 30,423 17.91
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 60,499 0.60 37,564 11.16
2025-07-09 13F Fragasso Group Inc. 415,027 1.54 257,690 12.20
2025-08-13 13F Integrity Investment Advisors, LLC 61,472 1.45 38,168 12.10
2025-07-17 13F Campion Asset Management LLC 17,320 6.97 10,754 18.20
2025-07-24 13F SLT Holdings LLC 585 19.39 363 32.00
2025-08-14 13F Coyle Financial Counsel LLC 100,041 6.57 62,115 17.76
2025-07-25 13F Lodestar Private Asset Management Llc 122,631 1.52 76,142 12.18
2025-07-31 13F WFA Asset Management Corp 189 397.37 103 442.11
2025-08-13 13F Gamco Investors, Inc. Et Al 74,230 46,089
2025-08-13 13F Boston Family Office Llc 6,607 0.56 4 33.33
2025-08-12 13F Running Point Capital Advisors, LLC 3,349 82.61 2,079 101.84
2025-07-14 13F Golden State Equity Partners 7,359 45.35 4,569 60.60
2025-08-12 13F Watchman Group, Inc. 599 372
2025-07-14 13F Rooted Wealth Advisors, Inc. 513 5.12 321 29.96
2025-08-06 13F Atlantic Union Bankshares Corp 260,301 1,924.11 161,621 2,136.96
2025-07-25 13F M3 Advisory Group, LLC 8,222 1.21 5,105 11.81
2025-08-25 NP MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I 9,537 8.07 5,922 19.42
2025-07-22 13F MBL Wealth, LLC 2,207 3.76 1,370 14.64
2025-08-08 13F Omega Financial Group, LLC 21,763 2.70 13,513 13.49
2025-08-12 13F McGrath & Associates, Inc. 330 205
2025-08-26 NP SPBC - Simplify U.S. Equity PLUS GBTC ETF 107,835 133.94 66,955 158.50
2025-08-18 13F/A Kestra Investment Management, LLC 6,187 1.69 3,842 12.38
2025-08-06 13F Prodigy Asset Management LLC 502 312
2025-07-11 13F Mkd Wealth Coaches, Llc 86,123 0.66 53,474 11.22
2025-08-11 13F GW&K Investment Management, LLC 16,505 52.84 10 66.67
2025-07-08 13F Ballew Advisors, Inc 53,489 1.19 33,600 18.38
2025-08-06 13F Geometric Wealth Advisors 2,474 2.32 1,536 13.11
2025-08-13 13F Balance Wealth, LLC 614 9.25 381 20.95
2025-07-14 13F Sentinel Pension Advisors Inc 3,525 1.64 2,189 12.32
2025-07-02 13F First Financial Bank - Trust Division 77,564 4.34 48,160 15.30
2025-07-21 13F Jackson Wealth Management, LLC 32,722 0.70 20,317 11.27
2025-07-31 13F City State Bank 1,022 2.51 635 13.21
2025-07-29 13F LMG Wealth Partners, LLC 1,309 813
2025-08-11 13F Wealthspire Advisors, LLC 5,206,372 0.43 3,232,637 10.98
2025-07-10 13F Secure Asset Management, LLC 17,498 40.33 10,864 55.07
2025-07-11 13F Pinnacle Bancorp, Inc. 9,910 4.60 6,153 15.57
2025-08-08 13F Cooper Capital Advisors LLC 329 204
2025-08-12 13F Pathstone Holdings, LLC 2,371,939 7.29 1,406,395 13.44
2025-07-18 13F Impact Capital Partners LLC 3,867 0.89 2,401 11.52
2025-08-12 13F Auxano Advisors, LLC 7,760 0.01 4,818 10.53
2025-08-07 13F Rossmore Private Capital 78,223 1.35 48,569 11.99
2025-08-13 13F Bridgewater Associates, LP 2,309,750 6.19 1,434,124 17.33
2025-07-29 13F Latitude Advisors, LLC 20,634 2.26 12,812 13.00
2025-08-11 13F TD Waterhouse Canada Inc. 70,872 1.37 43,977 11.62
2025-07-28 13F WealthPlan Investment Management, LLC 10,363 12.46 6,434 24.28
2025-07-23 13F Tectonic Advisors Llc 122,196 8.31 75,871 19.68
2025-07-25 13F PrairieView Partners, LLC 118 4.42 0
2025-08-13 13F Denver Wealth Management, Inc. 867 52.64 538 68.65
2025-08-11 13F Great Lakes Advisors, Llc 138,573 6.47 86,040 17.65
2025-06-25 NP WCCFX - Wells Fargo WealthBuilder Conservative Allocation Fund Class C 6,590 2.35 3,677 -5.57
2025-08-07 13F Tillman Hartley LLC 1,459 906
2025-07-21 13F/A Abacus Planning Group, Inc. 13,693 0.32 8,502 10.86
2025-07-22 13F Plimoth Trust Co Llc 1,219 18.93 757 31.48
2025-08-08 13F Oak Harvest Investment Services 2,372 5.56 1,473 16.64
2025-07-10 13F Charter Oak Capital Management, LLC 524,408 0.65 325,605 11.22
2025-08-14 13F EP Wealth Advisors, Inc. 178,759 104.28 110,992 125.73
2025-07-11 13F Windsor Capital Management, LLC 57,013 2.40 35,399 13.16
2025-07-25 13F Johnson Investment Counsel Inc 1,342,450 1.75 833,527 12.43
2025-08-06 13F Titan Global Capital Management Usa Llc 72,030 3.64 44,724 14.52
2025-08-06 13F Rps Advisory Solutions Llc 1,437 2.42 892 13.07
2025-07-28 13F Chesapeake Wealth Management 11,335 1.02 7,038 11.61
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 3,314 158.50 2,058 185.69
2025-07-18 13F Warren Street Wealth Advisors, LLC 4,080 14.25 2,533 26.27
2025-08-01 13F Integral Investment Advisors, Inc. 1,136 13.49 706 25.44
2025-08-11 13F Arrow Financial Corp 1,325 9.50 823 21.06
2025-07-31 13F Kathleen S. Wright Associates Inc. 4,558 0.07 2,830 10.55
2025-08-07 13F Legacy Financial Advisors, Inc. 6,020 8.68 3,738 20.08
2025-07-24 13F Callan Family Office, LLC 184,930 9.08 114,823 20.53
2025-08-13 13F F/M Investments LLC 3,645 36.41 2,088 52.41
2025-03-27 NP TCPTX - Transamerica ClearTrack 2045 R1 23,705 28.46 14,333 35.97
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 6,276 59.05 3,897 75.73
2025-08-01 13F Belvedere Trading LLC 342 212
2025-08-08 13F Fusion Capital, LLC 23,636 1.49 14,675 12.14
2025-07-29 13F Stratos Wealth Advisors, LLC 28,887 7.37 17,936 18.65
2025-07-11 13F Arthur M. Cohen & Associates, Llc 2,282 0.26 1,417 10.71
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 49,677 3.59 30,845 14.47
2025-07-22 13F Belpointe Asset Management LLC 44,213 45.61 27,453 60.90
2025-05-02 13F Cable Hill Partners, LLC 2,079 15.24 1,160 9.23
2025-08-11 13F Covestor Ltd 217 429.27 0
2025-08-08 13F Bailard, Inc. 71,189 0.78 44,201 11.37
2025-07-29 13F TFC Financial Management 334,735 13.95 207,837 25.91
2025-07-23 13F Litman Gregory Asset Management LLC 228,522 1.70 141,889 12.38
2025-08-12 13F Legacy Financial Group, Inc. 2,115 64.08 1,313 81.35
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 41,000 7.33 25,457 18.60
2025-08-07 13F Greystone Financial Group, LLC 1,121 696
2025-07-15 13F Am Investment Strategies Llc 847 0.12 1
2025-07-09 13F Thrive Wealth Management, LLC 6,307 0.13 3,916 10.62
2025-08-13 13F Polen Capital Management Llc 355 220
2025-08-07 13F PCG Wealth Advisors, LLC 4,063 9.69 2,523 21.19
2025-07-23 13F Seamount Financial Group Inc 352 219
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 344 214
2025-08-11 13F Lowe Brockenbrough & Co Inc 257,785 3.33 160,059 14.18
2025-07-17 13F Gleason Group, Inc. 1,003 0.30 623 10.87
2025-07-24 13F Reuter James Wealth Management, Llc 1,137 4.41 706 15.38
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 97,469 23.12 60,518 36.04
2025-08-13 13F Baker Avenue Asset Management, LP 131,510 3.14 81,654 13.97
2025-08-06 13F New Millennium Group LLC 11,283 1.35 7,005 11.99
2025-07-24 13F Acima Private Wealth, Llc 42,258 0.35 26,238 10.89
2025-07-30 13F/A Divergent Planning, LLC 143,457 3.33 89,040 13.07
2025-08-13 13F Mayfair Advisory Group, LLC 4,405 10.35 2,820 25.72
2025-08-14 13F STAR Financial Bank 3,041 4.11 1,888 15.05
2025-04-15 13F Transform Wealth, LLC 27,910 96.66 15,682 87.72
2025-05-15 13F National Wealth Management Group, LLC 13,246 10.29 7,443 5.26
2025-07-18 13F WealthNavi Inc. 430,497 18.77 267 31.53
2025-07-24 13F Louisbourg Investments Inc. 19,360 0.21 12,021 10.73
2025-07-22 13F Integrated Capital Management, LLC 57,267 7.90 36 24.14
2025-08-14 13F Visionary Wealth Advisors 92,894 5.45 57,678 16.52
2025-07-31 13F Ingalls & Snyder Llc 19,066 13.32 12 22.22
2025-07-23 13F Winthrop Advisory Group LLC 176,589 7.80 109,644 19.12
2025-08-15 13F Kestra Advisory Services, LLC 733,125 16.67 455,197 28.92
2025-08-14 13F Evergreen Wealth Solutions, LLC 3,843 484.04 2,386 546.61
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 3,416 41.39 2,121 56.23
2025-07-29 13F Activest Wealth Management 1,147 0.26 712 10.90
2025-08-15 13F Scissortail Wealth Management, LLC 23,717 3.55 14,727 14.43
2025-08-18 13F Tactive Advisors, LLC 996 618
2025-08-11 13F Bellwether Advisors, LLC 57,796 0.42 35,886 10.99
2025-07-29 13F Sincerus Advisory, LLC 1,565 8.08 1,002 23.12
2025-08-12 13F Steward Partners Investment Advisory, Llc 426,028 6.53 264,521 17.72
2025-07-31 13F FSM Wealth Advisors, LLC 5,091 11.50 3,176 23.78
2025-08-19 13F MRP Capital Investments, LLC 11,220 2.47 6,967 13.23
2025-07-31 13F Nisa Investment Advisors, Llc 7,654,221 16.15 4,752,506 28.34
2025-07-10 13F Arbor Wealth Advisors LLC 3,049 0.30 1,893 10.83
2025-07-16 13F Lloyd Advisory Services, LLC. 1,394 4.03 865 15.03
2025-08-14 13F BCS Private Wealth Management, Inc. 6,433 4
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 141,719 2.47 87,993 13.23
2025-08-14 13F Kmt Wealth Management, Llc 102,601 7.72 63,705 19.04
2025-08-12 13F South Plains Financial, Inc. 6,481 2.22 4,024 12.94
2025-07-18 13F Pacific Point Advisors, LLC 1,188 2.24 738 13.04
2025-08-14 13F Glen Eagle Advisors, LLC 18,476 1.22 11,471 11.85
2025-07-17 13F Venture Visionary Partners LLC 22,945 2.45 14,247 13.21
2025-08-13 13F Royal Fund Management, LLC 584 0.34 363 10.37
2025-07-11 13F Harbour Capital Advisors, LLC 6,116 3.50 3,813 19.46
2025-07-11 13F Kingstone Capital Partners Texas, LLC 174,514 74
2025-07-23 13F Narwhal Capital Management 196,429 12.00 121,962 23.76
2025-08-06 13F SOUTH STATE Corp 63,134 2.36 39,200 13.11
2025-07-15 13F DSG Capital Advisors, LLC 1,686 16.68 1,047 29.10
2025-08-13 13F Ted Buchan & Co 20,380 2.03 12,654 12.74
2025-07-02 13F Marotta Asset Management 405 251
2025-08-15 13F Northeast Financial Consultants Inc 16,948 2.69 10,523 13.48
2025-08-13 13F Generation Capital Management LLC 4,795 0.04 2,977 10.55
2025-07-09 13F Epiq Partners, Llc 2,759 3.68 1,713 14.58
2025-08-12 13F Up Strategic Wealth Investment Advisors Llc 965 2.55 599 13.45
2025-07-28 13F Private Wealth Asset Management, LLC 67,300 10.89 41,786 22.54
2025-08-13 13F Independent Family Office, LLC 1,568 0.32 974 10.82
2025-08-19 13F Newbridge Financial Services Group, Inc. 14,799 13.45 9,189 25.36
2025-08-26 NP BNGLX - Ubs Global Allocation Fund Class A 7,219 4,482
2025-08-14 13F Alyeska Investment Group, L.P. 4,653,980 4.74 2,890,591 15.83
2025-08-13 13F Wealthquest Corp 2,427 14.91 1,507 26.98
2025-05-01 13F Schechter Investment Advisors, LLC 5,967 104.00 3,353 94.83
2025-08-12 13F BWM Planning, LLC 16,175 0.33 10,043 10.86
2025-08-15 13F SkyView Investment Advisors, LLC 79,982 0.58 49 11.36
2025-07-09 13F Camelot Technology Advisors, Inc. 57,354 0.03 35,611 10.53
2025-07-21 13F River Street Advisors LLC 1,830 27.08 1,136 40.42
2025-08-12 13F Goepper Burkhardt LLC 15,563 18.21 9,663 30.63
2025-08-08 13F Firestone Capital Management 4,446 1.39 2,761 12.01
2025-07-25 13F Parker Financial LLC 1,426 885
2025-08-14 13F Dagco, Inc. 34,958 11.52 21,705 23.23
2025-08-15 13F Fidelity D & D Bancorp Inc 354 220
2025-07-29 13F Sigma Investment Counselors Inc 657,292 2.47 408,113 13.23
2025-07-24 13F Vantage Point Financial LLC 666 0.91 414 11.62
2025-05-28 13F Silicon Valley Capital Partners 1,854 0.32 1,035 -4.88
2025-07-31 13F Brian Low Financial Group, Llc 497 309
2025-07-10 13F Shira Ridge Wealth Management 359 223
2025-07-30 13F Sentry LLC 19,476 7.21 12,092 18.47
2025-07-14 13F UMA Financial Services, Inc. 134,713 0.91 83,643 11.51
2025-08-12 13F Argent Trust Co 72,705 3.91 45,143 14.82
2025-07-14 13F Proathlete Wealth Management Llc 142,016 17.50 88,213 29.83
2025-07-28 13F Perfromance Wealth Partners, LLC 2,834 170.16 1,760 198.64
2025-08-13 13F Forthright Family Wealth Advisory LLC 582 361
2025-07-16 13F FORM Wealth Advisors, LLC 293,424 17.29 182,187 29.60
2025-07-30 13F Meadow Creek Wealth Advisors Llc 20,568 0.92 12,771 11.52
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 4,346 11.81 2,699 23.53
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 40,288 0.27 25,015 10.79
2025-07-31 13F Guardian Financial Partners, LLC 1,919 0.31 1,191 10.89
2025-08-11 13F Capital Square, LLC 2,931 11.83 1,837 24.73
2025-07-15 13F Kentucky Trust Co 270 8.00 168 19.29
2025-07-18 13F BSW Wealth Partners 186,231 6.79 115,631 18.00
2025-07-10 13F Global Financial Private Client, LLC 5,228 3.90 3,246 14.82
2025-07-16 13F EdgeRock Capital LLC 15,926 9,889
2025-08-08 13F WealthTrust Asset Management, LLC 857 6.59 532 17.74
2025-07-17 13F Worth Financial Advisory Group, LLC 5,129 2.81 3,185 13.59
2025-08-14 13F Clg Llc 85,699 10.08 53,210 21.64
2025-04-25 13F Smallwood Wealth Investment Management, LLC 237 134
2025-08-07 13F Allworth Financial LP 120,345 1.26 74,722 14.47
2025-08-11 13F NewEdge Wealth, LLC 20,028 41.40 12,726 59.91
2025-08-14 13F BTG Pactual Asset Management US LLC 1,022 25.55 635 38.73
2025-08-06 13F Simmons Bank 18,102 0.23 11,240 10.76
2025-08-11 13F Cannon Advisors, Inc. 325 202
2025-07-22 NP GMMA - GammaRoad Market Navigation ETF 2,823 24.31 1,672 23.32
2025-07-28 13F Cutler Investment Counsel Llc 13,597 14.36 8,442 26.38
2025-07-16 13F Independent Wealth Network Inc. 1,561 2.76 969 13.60
2025-06-18 NP NADMX - Nationwide Investor Destinations Moderate Fund Class A 33,003 18,414
2025-08-06 13F Garrison Point Advisors, Llc 15,550 0.72 9,655 11.29
2025-08-14 13F First Manhattan Co 4,776 1.44 2,965 12.10
2025-07-25 13F Concord Asset Management, LLC/VA 1,109 688
2025-08-12 13F University of Massachusetts Foundation, Inc. 84,914 2.43 52,723 13.19
2025-07-08 13F 21 West Wealth Management LLC 3,294 2,045
2025-07-16 13F Morangie Management LLC 1,882 1,168
2025-07-30 13F Durante & Waters, Llc 53,913 3.88 33,474 14.79
2025-08-20 13F/A Coppell Advisory Solutions LLC 8,020 4,952
2025-08-13 13F Stablepoint Partners, LLC 591 23.38 367 36.06
2025-08-15 13F Puff Wealth Management, Llc 523 325
2025-07-07 13F Discipline Wealth Solutions, LLC 5,056 11.00 3,139 22.67
2025-08-13 13F MONECO Advisors, LLC 3,713 3.86 2,306 14.73
2025-07-14 13F Financial Harvest, LLC 512 318
2025-08-12 13F/A Cozad Asset Management Inc 2,214 8.48 1,375 19.90
2025-08-14 13F Glenmede Investment Management, LP 135,107 83,888
2025-08-27 NP ACALX - Advisors Capital Active All Cap Fund 130,500 13.68 81,027 25.61
2025-07-30 13F Schnieders Capital Management Llc 5,656 0.80 3,512 11.42
2025-08-08 13F Tiemann Investment Advisors, Llc 2,184 1.39 1,356 12.07
2025-07-16 13F Old Port Advisors 16,216 3.12 10,068 13.94
2025-08-29 NP MODRX - WisdomTree Siegel Moderate Digital Fund 28 7.69 17 21.43
2025-08-12 13F Real Talk Capital, LLC 1,521 0.13 944 10.67
2025-07-08 13F Parallel Advisors, LLC 731,911 4.57 454,443 15.55
2025-08-04 13F Carret Asset Management, Llc 7,441 2.17 4,620 12.90
2025-08-08 13F Brogan Financial, Inc. 606 0.33 376 10.91
2025-08-12 13F Boreal Capital Management LLC 1,335 829
2025-07-16 13F Southern Capital Advisors, Llc 36,186 1.80 22,468 12.49
2025-07-09 13F Dynamic Advisor Solutions LLC 55,254 7.45 34,307 18.73
2025-08-08 13F Hibernia Wealth Partners, LLC 2,120 109.07 1,316 131.28
2025-08-14 13F Talisman Wealth Advisors LLC 2,406 7.99 1,494 19.42
2025-07-09 13F Hiley Hunt Wealth Management 588 0.17 367 11.21
2025-08-14 13F Cibc World Markets Corp 2,399 0.29 1,490 10.79
2025-08-14 13F Wharton Business Group, LLC 112,839 19.22 70 32.08
2025-08-05 13F Hi-Line Capital Management, LLC 8,663 25.42 5,379 38.57
2025-07-23 13F Joel Isaacson & Co., LLC 14,095 4.80 8,752 15.82
2025-08-14 13F Palo Alto Wealth Advisors, Llc 664 0.30 412 5.64
2025-08-15 13F Strategic Investment Advisors / MI 1,135 10.09 705 21.59
2025-07-31 13F Wealthfront Advisers Llc 1,085 19.63 674 32.22
2025-08-08 13F W.H. Cornerstone Investments Inc. 3,885 0.31 2,412 10.85
2025-08-14 13F Fullerton Fund Management Co Ltd 13,878 250.63 8,617 287.41
2025-07-30 13F Greenup Street Wealth Management Llc 76,140 1.53 47,275 12.19
2025-08-13 13F Capital Fund Management S.a. 20,574 16.90 12,774 29.17
2025-08-29 NP LNGVX - WisdomTree Siegel Longevity Digital Fund 28 3.70 17 13.33
2025-08-14 13F Schwallier Wealth Management LLC 405 252
2025-08-13 13F Pictet Asset Management Holding SA 70,100 25.63 43,284 38.98
2025-07-24 13F Weaver Capital Management LLC 242 0.41 150 11.11
2025-07-10 13F Community Trust & Investment Co 3,322 11.03 2,063 22.67
2025-07-24 13F Blair William & Co/il 436,143 4.53 270,801 15.51
2025-08-25 NP IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 7,425 5.62 4,610 16.71
2025-05-01 13F Grant/GrossMendelsohn, LLC 886 0.57 490 -5.41
2025-07-11 13F Orrstown Financial Services Inc 133,325 1.48 82,781 12.14
2025-08-25 NP BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 35,088 29.27 21,786 42.85
2025-07-15 13F DKM Wealth Management, Inc. 10,259 6.47 6,370 17.64
2025-08-01 13F Ferguson Shapiro LLC 334 207
2025-08-13 13F Flow Traders U.s. Llc 127,206 79
2025-07-23 13F Capital Management Associates, Inc 1,383 13.73 859 25.81
2025-08-11 13F Eq Llc 30,741 18.16 19,087 30.57
2025-07-14 13F Toth Financial Advisory Corp 2,574 6.76 1,598 18.02
2025-08-13 13F Everstar Asset Management, LLC 1,017 631
2025-08-08 13F Sculati Wealth Management, LLC 4,390 2,726
2025-08-06 13F Soltis Investment Advisors LLC 50,918 12.25 31,615 24.04
2025-06-18 NP NWLAX - Nationwide Destination 2035 Fund Class A 9,968 5,562
2025-07-15 13F Focused Wealth Management, Inc 2,083 0.19 1,293 10.70
2025-07-22 13F Apexium Financial, Lp 393,209 7.11 244,143 18.36
2025-08-11 13F WPG Advisers, LLC 9,057 20.52 5,623 33.18
2025-08-04 13F Keybank National Association/oh 2,986,888 11.38 1,854,559 23.07
2025-08-13 13F Wambolt & Associates, LLC 1,328 113.50 825 135.43
2025-08-08 13F Nixon Peabody Trust Co 50,709 18.01 31,485 30.40
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 28,713 3.51 17,828 15.16
2025-08-07 13F King Luther Capital Management Corp 16,100 -11.33
2025-07-22 13F Fortitude Advisory Group L.L.C. 2,673 8.84 1,660 28.01
2025-08-14 13F Jane Street Group, Llc Call 1,147,400 1.28 712,421 11.91
2025-08-12 13F Insigneo Advisory Services, Llc 14,592 13.25 9,060 25.16
2025-08-13 13F Quantbot Technologies LP 4 2
2025-08-06 13F Waverton Investment Management Ltd 820 27.13 509 40.61
2025-08-01 13F SwitchPoint Financial Planning, LLC 1,785 197.50 1,108 228.78
2025-08-13 13F D L Carlson Investment Group Inc 1,326 2.08 823 12.89
2025-07-15 13F Heritage Oak Wealth Advisors Llc 544 338
2025-08-07 13F Lakeridge Wealth Management LLC 11,043 4.94 6,857 15.97
2025-07-01 13F Cullen Investment Group, Ltd. 1,489 30.73 925 44.38
2025-08-18 13F Geneos Wealth Management Inc. 197,471 28.54 122,610 42.04
2025-08-13 13F Edgestream Partners, L.P. 8,417 95.20 5,226 115.77
2025-08-29 NP EQTYX - WisdomTree Siegel Global Equity Digital Fund 175 41.13 109 56.52
2025-08-07 13F Evoke Wealth, Llc 642,945 2.06 399,205 12.78
2025-08-13 13F Mizuho Bank, Ltd. 90,000 55,881
2025-07-16 13F Traveka Wealth, LLC 8,504 205.35 5,280 237.60
2025-07-28 13F BRYN MAWR TRUST Co 137,817 28.76 85,571 42.28
2025-06-26 NP TCTUX - Transamerica ClearTrack 2050 R3 19,198 10,712
2025-07-23 13F Values Added Financial LLC 3,289 2.11 2,042 12.88
2025-07-15 13F Oak Wealth Advisors LLC 29,543 3.96 18,343 14.88
2025-08-06 13F/A Headland Capital, LLC 27,612 17,144
2025-08-06 13F Rothschild & Co Wealth Management UK Ltd 4,929 3,060
2025-07-10 13F Brady Family Wealth, Llc 9,148 1.08 5,680 11.68
2025-08-11 13F Alteri Wealth LLC 4,494 0.42 2,790 10.98
2025-08-13 13F Wealthedge Investment Advisors, Llc 12,217 0.83 7,586 11.41
2025-07-17 13F Enclave Advisors LLC 86,989 1.77 54,011 12.45
2025-07-22 13F Warwick Investment Management, Inc. 1,512 75.20 938 93.80
2025-08-04 13F Rede Wealth, LLC 10,552 1.33 6,552 11.98
2025-08-01 13F Bolthouse Investments, LLC 2,999 0.20 1,862 10.77
2025-07-28 13F SFG Wealth Management, LLC. 593 8.81 368 20.66
2025-07-07 13F St. Clair Advisors, LLC 204,944 2.74 127,250 13.53
2025-08-25 13F/A Neuberger Berman Group LLC 1,752,832 12.75 1,088,334 24.59
2025-07-23 13F Wealth Management Nebraska 6,312 5.75 3,898 16.22
2025-07-25 13F Concurrent Investment Advisors, LLC 88,909 4.82 55,203 15.82
2025-08-01 13F Vision Financial Markets Llc 11 10.00 6 20.00
2025-08-07 13F Mosaic Financial Group, Llc 23,050 1.76 14 16.67
2025-08-25 NP AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 54,397 15.62 33,775 27.77
2025-07-15 13F Lynch & Associates/in 34,406 1.45 21,363 12.11
2025-04-28 13F Buffington Mohr McNeal 55,647 6.75 31,268 1.89
2025-08-05 13F Sebold Capital Management, Inc. 2,883 0.38 1,790 10.97
2025-07-10 13F HWG Holdings LP 71,459 24.60 44,369 37.68
2025-08-26 NP RBB FUND, INC. - SGI Enhanced Market Leaders ETF 1,750 1,087
2025-07-31 13F Briaud Financial Planning, Inc 3,629 10.98 2 100.00
2025-07-10 13F Hurlow Wealth Management Group, Inc. 352 219
2025-08-08 13F Keyvantage Wealth, Llc 1,492 0.20 927 10.77
2025-07-18 13F Client 1st Advisory Group, Llc 3,818 1.62 2,371 12.27
2025-08-14 13F Boston Private Wealth Llc 50,232 31,189
2025-08-05 13F Mountain Hill Investment Partners Corp. 16,481 8.84 10,233 20.26
2025-08-06 13F Modera Wealth Management, LLC 269,566 3.89 167,374 14.80
2025-08-01 13F First Command Advisory Services, Inc. 10,004,720 0.63 6,211,929 11.19
2025-08-12 13F FreeGulliver LLC 3,170 11.54 1,968 23.17
2025-07-15 13F Ridgecrest Wealth Partners, Llc 12,066 8.87 7,492 20.30
2025-07-10 13F NorthCrest Asset Manangement, LLC 13,935 14.80 8,753 28.34
2025-07-10 13F Sky Investment Group LLC 903 10.53
2025-07-29 13F Novare Capital Management Llc 68,304 7.92 42,410 19.25
2025-08-26 NP EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 137,410 85,318
2025-07-29 13F Sage Private Wealth Group, Llc 802 0.12 498 10.67
2025-07-09 13F Towerpoint Wealth, LLC 328 203
2025-07-22 13F Valeo Financial Advisors, LLC 223,053 8.07 138,494 19.42
2025-05-27 NP MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 4,968 540.21 2,792 524.38
2025-08-11 13F Bank of Finland 518,743 0.31 322,088 10.85
2025-08-12 13F NDVR, Inc. 352 219
2025-08-14 13F Vivaldi Capital Management, LLC 10,955 2.17 6,802 12.92
2025-07-25 13F Courage Miller Partners, LLC 4,653 3.06 2,889 13.87
2025-08-07 13F Beese Fulmer Investment Management, Inc. 2,657 21.38 1,649 34.07
2025-07-23 13F Cohen Capital Management, Inc. 4,091 3.65 2,540 14.52
2025-08-07 13F Traynor Capital Management, Inc. 7,448 5.71 4,623 16.78
2025-08-14 13F L2 Asset Management, LLC 2,361 1,466
2025-07-22 13F PUREfi Wealth, LLC 5,203 29.72 3,231 43.36
2025-08-12 13F Putnam Fl Investment Management Co 1,175,676 1.83 729,977 12.52
2025-08-14 13F Susquehanna International Group, Llp Put 1,513,000 95.28 939,422 115.78
2025-08-14 13F Susquehanna International Group, Llp 507,512 425.95 315,114 481.18
2025-07-21 13F Greenwood Capital Associates Llc 63,867 63.56 39,655 80.73
2025-08-13 13F Gibbs Wealth Management 2,997 1,861
2025-08-11 13F Insight 2811, Inc. 31,015 26.48 19,257 39.76
2025-08-06 13F SNS Financial Group, LLC 8,248 6.43 5,121 17.62
2025-08-11 13F Core Wealth Partners LLC 770 0.13 478 10.65
2025-08-13 13F SMART Wealth LLC 1,965 21.90 1,220 34.55
2025-08-15 13F/A Rakuten Securities, Inc. 218 1.40 135 12.50
2025-08-25 NP CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I 2,839 44.92 1,763 60.18
2025-08-25 NP GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 69,475 42.70 43,137 57.69
2025-07-16 13F Moneywise, Inc. 3,695 10.43 2,294 22.02
2025-06-27 NP AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies 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 1,490 547.83 831 497.84
2025-07-17 13F ERn Financial, LLC 6,525 93.68 4,051 114.00
2025-08-19 13F Cape Investment Advisory, Inc. 2,807 35.87 1,743 50.13
2025-07-31 13F Resonant Capital Advisors, LLC 158,138 5.96 98,188 17.09
2025-08-13 13F First Trust Advisors Lp 6,989 43.10 4,340 58.13
2025-08-27 13F/A Putney Financial Group LLC 90 12.50 56 25.00
2025-08-06 13F Convergence Financial, LLC 1,262 2.85 784 13.64
2025-07-31 13F Whipplewood Advisors, LLC 3,322 6,679.59 2,063 12.74
2025-06-26 NP IVVW - iShares S&P 500 BuyWrite ETF 70,601 20.57 39,393 11.26
2025-08-14 13F Mairs & Power Inc 5,120 10.44 3,179 22.04
2025-08-14 13F Two Sigma Investments, Lp 564,700 1.02 350,622 11.63
2025-06-26 NP BlackRock ETF Trust II - iShares Large Cap Deep Buffer 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 451,050 231.53 251,668 205.93
2025-07-22 13F 4Thought Financial Group Inc. 35,828 152.27 22,245 178.79
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 22,265 35.04 13,824 49.22
2025-07-10 13F Moller Financial Services 40,448 2.33 25,114 13.08
2025-08-13 13F Great Diamond Partners, LLC 647 402
2025-07-25 13F SPC Financial, Inc. 21,948 9.04 13,628 20.50
2025-07-28 13F Mutual Advisors, LLC 190,788 1.00 122,116 16.87
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,721,592 5.28 1,065,308 15.84
2025-08-12 13F New World Advisors LLC 83,437 26.88 51,806 40.20
2025-07-09 13F Aaron Wealth Advisors LLC 5,977 9.17 3,711 20.64
2025-06-18 NP NWATX - Nationwide Destination 2065 Fund Institutional Service Class 624 348
2025-08-11 13F Pineridge Advisors LLC 4,470 1.18 2,776 11.80
2025-08-14 13F Toronto Dominion Bank 2,883 2.45 1,793 13.42
2025-08-15 13F Stonebridge Capital Advisors LLC 74,554 4.21 46,290 15.15
2025-08-08 13F Empower Advisory Group, LLC 26,164 0.12 16,245 10.63
2025-08-06 13F Nvwm, Llc 59 210.53 37 260.00
2025-07-18 13F Consolidated Portfolio Review Corp 6,967 269.99 4,326 309.27
2025-07-24 13F Leo Wealth, LLC 10,020 54.94 6,214 71.02
2025-07-15 13F Financial Partners Group, Inc 115,319 2.56 71,602 13.32
2025-08-05 13F Next Capital Management LLC 64,149 9.50 39,830 20.99
2025-08-14 13F Napa Wealth Management 6,159 3.93 3,824 14.87
2025-07-23 13F Somnio Financial Group, LLC 59,321 4.48 36,833 10.20
2025-08-15 13F E Fund Management Co., Ltd. 31,844 6.98 19,772 18.21
2025-07-24 13F rebel Financial LLC 325 202
2025-08-14 13F RMB Capital Management, LLC 131,465 26.79 81,627 40.10
2025-07-23 13F InTrack Investment Management Inc 8,729 44.57 5,420 59.76
2025-08-07 13F Compass Financial Group, Inc. 48,845 0.62 30,328 11.19
2025-08-12 13F EFG Asset Management (Americas) Corp. 10,010 11.58 6,215 23.31
2025-08-11 13F Vanguard Group Inc 30,341 2.81 18,838 13.60
2025-08-14 13F CIBC Asset Management Inc 42,229 1.39 26,220 12.03
2025-07-10 13F Fulton Bank, N.a. 47,766 11.03 29,658 22.69
2025-08-13 13F Fifth Lane Capital, Lp 27,500 17,075
2025-08-14 13F Cobler Capital Management, LLC 2,300 262
2025-08-04 13F Beirne Wealth Consulting Services, LLC 32,733 51.24 20,338 67.07
2025-07-17 13F Greenhouse Wealth Management, LLC 22,560 16.78 14,007 29.04
2025-08-01 13F Schmidt P J Investment Management Inc 7,733 3.83 4,801 14.75
2025-08-14 13F Tripletail Wealth Management, LLC 1,305 836
2025-03-27 NP TCSOX - Transamerica ClearTrack 2060 Class R1 1,780 12.44 1,076 19.03
2025-07-21 13F Quattro Financial Advisors Llc 910 115.13 565 138.40
2025-08-13 13F Victory Capital Management Inc 386,383 148.17 239,905 174.22
2025-07-24 13F M1 Capital Management LLC 5,646 5.77 3,506 16.87
2025-07-17 13F Smith, Salley & Associates 3,016 32.92 1,873 46.94
2025-07-10 13F SK Wealth Management, LLC 7,745 79.99 4,856 118.64
2025-07-14 13F Farmers & Merchants Investments Inc 394,126 2.51 244,713 13.27
2025-08-27 13F Cypress Capital Advisors, LLC 20,405 17.69 12,669 30.05
2025-07-30 13F Roman Butler Fullerton & Co 3,693 0.22 2,364 18.74
2025-08-12 13F American Asset Management Inc. 400 248
2025-07-23 13F Sachetta, LLC 4,605 34.61 2,859 48.70
2025-08-14 13F Rock Point Advisors, LLC 1,741 21.41 1,081 34.16
2025-08-14 13F Staley Capital Advisers Inc 1,459 2.82 906 13.55
2025-08-05 13F Mason Investment Advisory Services, Inc. 1,153 0.26 716 10.84
2025-08-14 13F Operose Advisors LLC 4,004 0.35 2,486 10.88
2025-08-08 13F Truepoint, Inc. 648,367 3.42 402,571 14.28
2025-09-02 13F/A FSC Wealth Advisors, LLC 3,268 5.86 2,029 16.96
2025-07-17 13F Sterling Investment Advisors, Ltd. 509 1.19 316 12.06
2025-08-11 13F MainStreet Investment Advisors LLC 21,584 6.00 13,402 17.13
2025-07-29 13F Mattson Financial Services, LLC 2,206 902.73 1,370 1,013.01
2025-08-07 13F Brio Consultants, LLC 933 3.90 579 14.88
2025-08-08 13F United Asset Strategies, Inc. 392 2.08 243 13.02
2025-07-25 13F Total Clarity Wealth Management, Inc. 5,467 14.09 3,394 20.35
2025-08-14 13F Main Street Financial Solutions, LLC 21,835 17.70 13,557 30.07
2025-07-09 13F Sapient Capital Llc 15,223 2.12 9,452 12.83
2025-07-22 13F Ergawealth Advisors, Inc. 358 222
2025-07-28 13F Sterling Financial Planning, Inc. 12,596 0.07 7,821 10.58
2025-07-15 13F Revisor Wealth Management LLC 1,675 74.48 1,054 95.36
2025-07-31 13F Gill Capital Partners, Llc 1,269 4.27 788 15.06
2025-08-07 13F Alliance Wealth Management Group 39,408 3.64 24,474 14.54
2025-08-06 13F Centerpoint Advisory Group 1,453 6.52 902 17.75
2025-08-12 13F Indie Asset Partners, LLC 1,323 3.76 821 14.66
2025-07-21 13F Synergy Financial Management, LLC 443 1.37 275 12.24
2025-08-05 13F Huntington National Bank 330,444 25.23
2025-07-11 13F/A Umb Bank N A/mo 661,367 7.89 410,643 19.22
2025-07-31 13F Asset Management One Co., Ltd. 3,223,672 0.37 2,001,578 10.91
2025-08-04 13F Pinnacle Associates Ltd 137,423 2.13 85,326 12.85
2025-07-25 13F Advocate Group Llc 450 8.43 279 19.74
2025-08-14 13F Windsor Advisory Group, LLC 10,107 3.12 6,275 13.95
2025-08-13 13F HAP Trading, LLC Call 7,100 5.97 725 73.21
2025-08-12 13F Shakespeare Wealth Management, Inc. 1,466 1.38 910 12.07
2025-08-14 13F Ausdal Financial Partners, Inc. 19,996 10.49 12,415 22.10
2025-03-27 NP TRNTX - Transamerica ClearTrack 2050 R1 18,529 15.78 11,204 22.56
2025-07-10 13F Strathmore Capital Advisors, Inc. 9,193 5,764
2025-07-24 13F Etesian Wealth Advisors, Inc. 18,365 6.45 11,403 17.63
2025-08-06 13F Cm Wealth Advisors Llc 22,974 65.72 14,265 83.13
2025-08-13 13F Rockport Wealth LLC 1,439 893
2025-08-07 13F University Of Chicago 76,903 47,749
2025-07-29 13F Riverbend Wealth Management, LLC 12,594 1.16 7,819 11.80
2025-07-24 13F Nationwide Fund Advisors 946,508 24.36 587,687 37.42
2025-03-27 NP TCTOX - Transamerica ClearTrack 2055 Class R1 3,141 53.00 1,899 62.03
2025-07-16 13F Littlejohn Financial Services, Inc. 1,572 22.91 976 35.93
2025-07-09 13F First Bank & Trust 5,937 16.14 3,686 28.34
2025-08-07 13F Mayport, Llc 2,522 0.04 1,566 10.52
2025-07-09 13F Riversedge Advisors, Llc 3,485 9.11 2,164 20.57
2025-04-29 NP EBI - Longview Advantage ETF 740 442
2025-07-22 13F Chemung Canal Trust Co 56,173 129.93 34,878 154.08
2025-07-09 13F OLIO Financial Planning 750 0.13 465 10.45
2025-08-12 13F Founders Financial Alliance, LLC 11,151 1.26 6,924 11.90
2025-08-12 13F O'shaughnessy Asset Management, Llc 43,283 38.24 26,874 52.75
2025-08-12 13F Integras Partners LLC 2,178 8.85 1,352 20.28
2025-08-08 13F Avalon Trust Co 2,085 19.97 1,295 32.58
2025-07-21 13F Ntv Asset Management Llc 4,130 3.53 2,564 14.41
2025-08-04 13F Human Investing LLC 39,310 4.36 24,408 15.32
2025-08-12 13F Lodestone Wealth Management LLC 889 0.23 552 10.64
2025-07-17 13F XY Planning Network, Inc. 13,058 262.32 8,108 300.35
2025-08-13 13F Financial Freedom, LLC 216 0.47 134 9.92
2025-08-12 13F Archer Investment Corp 3,266 2.29 2,028 13.05
2025-08-14 13F Sunbelt Securities, Inc. 36,544 27.78 21,513 33.87
2025-08-29 NP MKAM - MKAM ETF 7,286 212.70 4,524 245.53
2025-07-21 13F Abundance Wealth Counselors 194,907 0.16 120 10.19
2025-08-06 13F Princeton Capital Management Llc 1,874 1.35 1,164 12.04
2025-07-21 13F Investment Planning Advisors, Inc. 980 14.09 609 26.14
2025-08-13 13F Navis Wealth Advisors, LLC 2,739 207.06 1,701 239.32
2025-08-13 13F Investment Counsel Co Of Nevada 2,126 3,696.43 1,320 4,158.06
2025-08-04 13F AlphaStar Capital Management, LLC 4,025 2,499
2025-07-28 13F Fairman Group, LLC 38,123 37.00 23,671 61.98
2025-08-01 13F Transcend Wealth Collective, Llc 19,418 0.13 12,057 10.65
2025-07-30 13F Fairway Wealth LLC 33,106 1.10 20,553 11.72
2025-08-11 13F Edgemoor Investment Advisors, Inc. 7,299 0.01 4,532 10.51
2025-08-04 13F Daymark Wealth Partners, Llc 10,872 4.47 6,751 15.44
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 579,360 2.44 323,260 -5.47
2025-08-14 13F Aft, Forsyth & Company, Inc. 359 0.56 223 11.00
2025-08-05 13F Aurdan Capital Management, LLC 47,604 1.57 29,557 12.24
2025-08-13 13F WCG Wealth Advisors LLC 50,972 12.19 31,648 23.97
2025-08-14 13F Alaska Permanent Fund Corp 1,318,000 42.64 836,798 62.31
2025-08-08 13F Compass Financial Services Inc 165 101.22 103 121.74
2025-08-14 13F Integrated Investment Consultants, LLC 15,673 0.04 9,731 10.55
2025-07-24 13F IFP Advisors, Inc 51,846 5.12 32,192 16.15
2025-08-14 13F Aberdeen Wealth Management LLC 300 186
2025-08-12 13F GDS Wealth Management 6,224 1.38 3,864 12.03
2025-07-23 13F Arcataur Capital Management LLC 140,367 0.58 87,154 11.14
2025-07-25 13F Hemington Wealth Management 6,733 0.04 4 33.33
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class 159,661 0.94 99,134 11.54
2025-07-18 13F Midwest Financial Group LLC 403 11.02 250 22.55
2025-08-11 13F Theory Financial Llc 3,080 2.02 1,955 15.27
2025-07-23 13F West Paces Advisors Inc. 7,311 22.67 4,540 35.57
2025-07-16 13F Maridea Wealth Management LLC 6,794 18.94 4,218 31.44
2025-07-08 13F Paladin Wealth, LLC 972 38.26 604 52.66
2025-07-15 13F Fort Henry Capital, LLC 63,017 0.88 39,127 11.47
2025-07-16 13F Highline Wealth Partners Llc 2,325 8.90 1,444 20.35
2025-07-16 13F Brown, Lisle/cummings, Inc. 567 503.19 352 576.92
2025-08-13 13F SageView Advisory Group, LLC 44,799 0.30 28,668 14.23
2025-08-12 13F Waterloo Capital, L.P. 73,758 16.31 45,796 28.52
2025-08-11 13F Bell Investment Advisors, Inc 226 20.21 140 33.33
2025-08-07 13F Fountainhead AM, LLC 54,329 32.44 33,733 46.35
2025-08-14 13F Legacy Advisory Services, LLC 8,339 19.69 5,178 32.27
2025-08-15 13F/A Symphony Financial, Ltd. Co. 19,427 158.79 9,656 144.58
2025-08-05 13F Meridian Management Co 49,714 2.31 31,564 15.60
2025-09-04 13F Reynders McVeigh Capital Management, LLC 844 23.39 1
2025-08-05 13F Optivise Advisory Services LLC 10,158 4.58 6,307 15.58
2025-08-12 13F NWF Advisory Services Inc. 25,725 1.76 14,455 -2.87
2025-08-14 13F Sei Investments Co 8,455 0.17 5,250 10.69
2025-08-12 13F Blueprint Financial Advisors LLC 10,687 6,636
2025-07-28 13F Triton Wealth Management, PLLC 1,105 190.79 705 212.89
2025-08-05 13F Plante Moran Financial Advisors, LLC 12,366 16.01 7,678 28.20
2025-08-11 13F Root Financial Partners, LLC 2,134 6.81 1,325 18.00
2025-07-16 13F Signature Resources Capital Management, LLC 4,619 212.31 2,868 245.01
2025-07-15 13F LVZ Advisors, Inc. 10,190 50.01 6,327 65.78
2025-07-22 13F Wynn Capital, LLC 331 206
2025-08-14 13F Goldman Sachs Group Inc Put 626,800 9.77 389,180 21.30
2025-07-22 13F Rocky Mountain Advisers, Llc 4,879 4.32 3,029 15.26
2025-06-26 NP TCTTX - Transamerica ClearTrack 2045 R3 23,645 13,193
2025-07-15 13F Traction Financial Partners, LLC 642 399
2025-08-14 13F Goldman Sachs Group Inc Call 626,800 9.77 389,180 21.30
2025-07-01 13F Private Client Services, Llc 35,858 50.65 22,264 66.47
2025-08-11 13F Wescott Financial Advisory Group, LLC 68,119 3.11 42,295 13.93
2025-07-25 13F Apollon Financial, LLC 28,462 2.42 17,672 13.18
2025-09-03 13F American Trust 10,203 1,491.73 6,335 1,659.44
2025-04-11 13F Davis Capital Management 866 2.85 487 -1.82
2025-08-27 NP Advanced Series Trust - Ast Advanced Strategies Portfolio 152,255 14.71 94,535 26.76
2025-08-13 13F Mackenzie Financial Corp 197,402 7.00 122,567 18.23
2025-08-04 13F Simon Quick Advisors, Llc 118,122 4.78 73,342 15.79
2025-07-31 13F Orion Capital Management LLC 36,385 7.65 22,591 18.95
2025-07-11 13F Sprinkle Financial Consultants LLC 7,905 3.08 4,909 13.87
2025-07-17 13F BFI Infinity Ltd. 2,213 1,374
2025-08-12 13F Atlantic Family Wealth, Llc 50,875 0.92 31,588 11.52
2025-06-26 NP MMAX - iShares Large Cap Max Buffer Mar ETF 53,714 29,970
2025-07-17 13F Presper Financial Architects, LLC 635 0
2025-08-06 13F Golden State Wealth Management, LLC 98,488 13.53 61,151 25.45
2025-08-07 13F LOM Asset Management Ltd 7,130 4
2025-06-18 NP NDCAX - Nationwide Investor Destinations Conservative Fund Class A 14,580 8,135
2025-05-21 13F CBM Financial, LLC 54,129 32,108
2025-08-06 13F Texas Yale Capital Corp. 4,796 9.22 2,978 20.67
2025-08-13 13F StoneX Group Inc. 182,591 4.38 113,368 15.33
2025-08-06 13F AE Wealth Management LLC 403,627 20.75 250,612 33.43
2025-08-12 13F Wealthbridge Capital Management, Llc 61,475 3.28 38,170 14.13
2025-08-05 13F Towercrest Capital Management 87,231 3.71 54,210 14.70
2025-08-13 13F Korea Investment CORP 1,354,136 15.53 840,783 27.66
2025-08-07 13F CENTRAL TRUST Co 25,296 1.35 15,706 12.00
2025-07-18 13F Requisite Capital Management, LLC 122,829 1.28 76,264 11.92
2025-08-01 13F Chilton Capital Management Llc 6,751 35.62 4,192 49.84
2025-07-17 13F Spartan Planning & Wealth Management 2,487 33.49 1,544 47.61
2025-08-07 13F Prairieview Wealth Partners, Llc 38,232 2.23 23,739 12.96
2025-06-26 NP TWOX - iShares Large Cap Accelerated ETF 23,245 16.35 12,970 7.36
2025-07-28 13F Smart Portfolios, LLC 1,815 63.51 1,127 80.74
2025-08-07 13F Bearing Point Capital, Llc 7,741 60.63 4,806 77.54
2025-07-30 13F Mills Wealth Advisors LLC 415 16.25 258 28.50
2025-08-08 13F Wall Street Access Asset Management, LLC 75,274 2.70 46,738 13.48
2025-07-29 13F BXM Wealth LLC 435 10.13 270 22.17
2025-07-30 13F Prosperity Financial Group, Inc. 1,392 18.07 865 30.51
2025-08-12 13F Jpmorgan Chase & Co 28,271,587 18.33 17,553,830 30.75
2025-06-26 NP BlackRock ETF Trust II - iShares Large Cap Moderate Buffer 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 152,550 2.42 85,117 -5.49
2025-08-11 13F Traub Capital Management LLC 2,265 1,406
2025-08-12 13F Amtrust Financial Services, Inc. 150,300 14.04 93,321 26.01
2025-08-14 13F Leisure Capital Management 534 332
2025-07-08 13F Gradient Investments LLC 20,904 56.81 12,979 73.28
2025-07-17 13F SC&H Financial Advisors, Inc. 18,971 2.28 11,779 13.02
2025-08-12 13F Richmond Investment Services, LLC 3,483 387.82 2,163 439.15
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 513 0.20 319 11.58
2025-08-05 13F Burney Co/ 2,473 9.04 1,536 20.49
2025-06-18 NP NWEBX - Nationwide Destination Retirement Fund Class R 11,993 6,692
2025-08-15 13F Sugar Maple Asset Management, LLC 15,140 17.20 9,401 29.51
2025-08-14 13F Daiwa Securities Group Inc. 266,592 12.50 166 24.06
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 134,101 10.52 79,408 9.62
2025-07-15 13F James J. Burns & Company, LLC 9,425 1.83 5,852 12.52
2025-07-18 13F Precision Wealth Strategies, LLC 5,190 151.45 3,222 178.00
2025-08-25 NP MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I 15,324 5.74 9,515 16.84
2025-07-25 13F Strategic Point Investment Advisors, LLC 98,438 0.95 61,120 11.54
2025-07-11 13F Trinity Wealth Management, LLC 3,599 107.44 2,235 129.36
2025-08-14 13F Beck Capital Management, Llc 3,573 4.05 2,219 14.98
2025-08-25 13F Silverlake Wealth Management Llc 930 57.89 578 74.85
2025-08-07 13F Delta Financial Advisors Llc 686 1.93 426 12.70
2025-07-09 13F Sunpointe, LLC 440 273
2025-08-13 13F Hsbc Holdings Plc 707,795 116.30 439,168 140.69
2025-08-14 13F Kovitz Investment Group Partners, LLC 477,811 8.99 296,673 20.43
2025-07-30 13F Journey Advisory Group, LLC 10,048 5.55 6,239 16.62
2025-08-11 13F Sofi Wealth, Llc 339,733 6.11 210,940 17.26
2025-07-17 13F Lakewood Asset Management LLC 2,697 4.66 1,674 15.69
2025-07-10 13F Western Pacific Wealth Management, LP 715 5,400.00 444 6,242.86
2025-08-14 13F Circle Wealth Management, LLC 734,726 0.01 456,192 10.51
2025-07-14 13F Lewis Asset Management, LLC 720 447
2025-07-17 13F Emerald Advisors, LLC 11,918 4.49 7,400 15.45
2025-08-07 13F Tilson Financial Group, Inc. 1,474 38.93 1
2025-08-05 13F Holistic Financial Partners 691 429
2025-06-18 NP NWIAX - Nationwide Destination 2030 Fund Class A 10,090 5,630
2025-08-04 13F B&l Asset Management Llc 7,603 4,721
2025-07-31 13F Oppenheimer & Co Inc 120,944 10.93 75,094 22.58
2025-07-21 13F Atwater Malick LLC 35,801 2.37 22,229 13.13
2025-07-17 13F Asio Capital, LLC 105,415 25.58 65,452 38.77
2025-07-14 13F Sound Stewardship, LLC 19,907 7.89 12,360 19.22
2025-08-15 13F Blue Chip Partners, Inc. 366 227
2025-08-14 13F Jasper Ridge Partners, L.P. 1,892,497 25.79 1,175,052 39.00
2025-08-06 13F True Wealth Design, LLC 1,155 4.52 717 15.65
2025-07-08 13F D. Scott Neal, Inc. 2,129 0.52 1,322 11.09
2025-08-14 13F Clarity Capital Advisors, LLC 4,897 0.25 3,040 10.79
2025-07-10 13F Waypoint Wealth Partners Inc. 3,600 2,235
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified Growth Volatility Control Account Class 2 474,376 96.85 294,540 117.52
2025-08-25 13F Hilltop Partners LLC 721 28.75 448 42.36
2025-05-06 13F WT Wealth Management 1,533 4.29 861 -0.46
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 24,539 8.83 15,236 20.26
2025-08-13 13F Jones Financial Companies Lllp 16,600,491 16.23 10,250,245 28.59
2025-07-09 13F Hummer Financial Advisory Services Inc 2,704 27.61 1,679 41.01
2025-07-17 13F Vermillion Wealth Management, Inc. 445 0.68 276 11.29
2025-08-12 13F 17 Capital Partners, Llc 2,719 0.55 1,688 11.13
2025-07-29 13F Planned Solutions, Inc. 1,586 0.44 985 10.94
2025-07-15 13F Regatta Capital Group, Llc 1,043 2.25 648 12.91
2025-08-12 13F AlphaCore Capital LLC 27,357 93.12 16,986 113.39
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 1,361,906 3.66 759,889 -4.35
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Core ETF 721 16.67 402 7.77
2025-07-11 13F Great Waters Wealth Management 1,256 0.08 780 10.65
2025-08-14 13F Redwood Financial Network Corp 1,789 17.70 1,111 29.98
2025-08-27 13F Tribridge Partners Financial LLC 502 0
2025-07-16 13F Register Financial Advisors LLC 1,849 0.27 1,148 10.92
2025-08-14 13F Citadel Advisors Llc 17,138 10,641
2025-07-18 13F NRI Wealth Management LC 58,529 4.17 36,341 15.11
2025-08-14 13F Citadel Advisors Llc Call 639,800 105.00 397,252 126.52
2025-07-21 13F Sovereign Investment Advisors, LLC 82,127 14.95 50,992 35.76
2025-08-07 13F/A Curat Global, LLC 8,180 96.87 5,079 117.57
2025-07-23 13F Hager Investment Management Services, Llc 99 61
2025-07-31 13F Silver Oak Advisory Group, Inc. 1,410 39.60 1
2025-07-22 13F Rochester Wealth Strategies, LLC 454 0.22 282 10.63
2025-07-31 13F Curio Wealth, Llc 28 2,700.00 17 6.25
2025-08-05 13F GPS Wealth Strategies Group, LLC 20,737 19.38 12,875 31.92
2025-08-14 13F Hurley Capital, LLC 915 54.30 568 70.57
2025-07-11 13F Elk River Wealth Management, LLC 51,050 0.11 31,697 10.63
2025-08-11 13F CBIZ Investment Advisory Services, LLC 59,872 19.67 37,174 32.24
2025-08-07 13F Blackston Financial Advisory Group, LLC 340 211
2025-08-08 13F Passaic Partners LLC 109,164 157.12 67,780 184.12
2025-08-14 13F Fortress Financial Group, Llc 3,207 3.25 1,991 14.10
2025-07-10 13F Cypress Point Wealth Management, LLC 1,078 55.33 669 71.98
2025-08-06 13F Summit Wealth Group, LLC 2,683 98.59 2
2025-07-23 13F H&H Retirement Design & Management INC 1,054 167.51 666 227.59
2025-08-07 13F Latko Wealth Management, Ltd. 75,656 3.99 47 15.00
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 5,852 6.48 3,633 17.65
2025-07-16 13F Ayalon Holdings Ltd. 7,301 10.29 5 33.33
2025-08-11 13F CFS Investment Advisory Services, LLC 46,191 4.42 29 16.67
2025-07-31 13F Cadinha & Co Llc 42,537 25.82 26,411 39.03
2025-08-11 13F PFG Private Wealth Management, LLC 42,902 1.09 26,638 11.70
2025-07-23 13F Foresight Capital Management Advisors, Inc. 7,216 2.38 4,480 13.13
2025-07-31 13F Cosner Financial Group, LLC 21,684 4.04 13,463 14.96
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Top Investors
Features
Explore
Help Center