VOO / Vanguard Index Funds - Vanguard S&P 500 ETF - Kepemilikan Institusional - Pembeli

Vanguard Index Funds - Vanguard S&P 500 ETF
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Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Vanguard Index Funds - Vanguard S&P 500 ETF meliputi Glenmede Investment Management, LP, Rakuten Investment Management, Inc., Credit Agricole S A, TLT Family Holdco ULC, BOCHK Asset Management Ltd, Midwest Trust Co, Silphium Asset Management Ltd, Westerkirk Capital Inc., Precision Wealth Strategies, LLC, Systelligence, LLC, VQNPX - Vanguard Growth and Income Fund Investor Shares, Maseco Llp, InvesTrust, Centric Wealth Management, DFNDX - Kensington Defender Fund Institutional Class, Tribridge Partners Financial LLC, Mariner Investment Group Llc, Invenio Wealth Partners Llc, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, dan EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares .

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

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-24 13F Boomfish Wealth Group, LLC 394 224
2025-07-29 NP JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 65,922 11.02 35,714 10.09
2025-03-11 13F Anchor Pointe Wealth Management, LLC 1,417 767
2025-07-09 13F David J Yvars Group 397 0.25 225 10.84
2025-07-23 13F Clear Creek Financial Management, LLC 10,204 37.10 5,799 51.58
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 7,559 7.07 3,885 2.13
2025-08-08 13F Wealth Alliance 1,598 8.05 908 19.34
2025-08-14 13F Frisch Financial Group, Inc. 10,426 29.23 6 25.00
2025-07-15 13F Five Pine Wealth Management 17,418 1.65 9,891 12.32
2025-07-08 13F Granite Bay Wealth Management, LLC 789 0.77 0
2025-07-31 13F Richards, Merrill & Peterson, Inc. 5,705 51.09 3,241 67.01
2025-08-07 13F Davis R M Inc 7,156 5.92 4,065 17.08
2025-08-12 13F Prosperitas Financial LLC 19,533 0.47 11,095 11.05
2025-07-28 13F Omnia Family Wealth, LLC 17,461 76.59 9,949 95.79
2025-07-03 13F Fiduciary Financial Group, Llc 3,132 4.78 1,778 23.47
2025-07-31 13F PKO Investment Management Joint-Stock Co 48,258 1.47 27,412 12.16
2025-08-13 13F Bollard Group LLC 14,115 6.79 8 33.33
2025-07-08 13F Beacon Wealthcare LLC 1,891 222.70 1,074 256.81
2025-08-01 13F Clark Asset Management, LLC 7,300 15.65 4,147 27.84
2025-08-13 13F Congress Wealth Management LLC / DE / 190,320 149.78 108,110 175.87
2025-07-10 13F Bath Savings Trust Co 8,912 5.93 5,062 17.09
2025-07-25 13F Presilium Private Wealth, Llc 1,897 4.06 1,078 15.06
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 1,492 63.96 848 81.37
2025-07-29 13F Arista Wealth Management, LLC 27,568 0.39 15,660 10.96
2025-08-14 13F Wellington Management Group Llp 498,893 10.92 283,386 22.60
2025-08-12 13F Sfmg, Llc 6,229 4.09 3,538 15.06
2025-08-06 13F Mascagni Wealth Management, Inc. 1,216 9.45 691 20.84
2025-08-14 13F CoreCap Advisors, LLC 130,619 2.56 74,196 13.36
2025-08-14 13F Elevatus Welath Management 43,712 912.56 24,830 1,019.43
2025-08-05 13F Ceera Investments, Llc 905 5.85 514 17.08
2025-08-14 13F Clarity Asset Management, Inc. 193 238.60 109 275.86
2025-08-14 13F Clifford Group, LLC 62,196 4.22 35,329 15.20
2025-08-11 13F Performa Ltd (US), LLC 163,016 5.51 92,598 16.62
2025-07-17 13F R.H. Investment Group, LLC 4,058 11.09 2,305 22.80
2025-07-21 13F Fairvoy Private Wealth, LLC 1,651 0.18 938 10.76
2025-08-15 13F/A Florida Financial Advisors, Llc 30,756 6.21 17,472 17.54
2025-08-14 13F Monograph Wealth Advisors, Llc 7,726 112.60 4,402 135.78
2025-07-24 13F JNBA Financial Advisors 1,155 0.87 656 11.56
2025-08-14 13F Ieq Capital, Llc 423,100 16.32 236,382 26.45
2025-08-06 13F Summit Investment Advisors, Inc. 869 0.12 497 11.21
2025-07-25 13F Fifth Third Wealth Advisors LLC 22,780 180.06 12,940 209.55
2025-07-15 13F Patriot Investment Management Inc. 7,108 53.42 4,037 69.62
2025-08-05 13F Landmark Wealth Management, Inc. 73,234 34.00 41,599 48.11
2025-08-04 13F Center for Financial Planning, Inc. 534,508 0.72 303,617 11.32
2025-07-29 13F Members Advisory Group LLC 43,412 3.88 24,677 14.81
2025-08-14 13F Evergreen Capital Management Llc 35,038 16.79 19,964 29.49
2025-07-16 13F Twelve Points Wealth Management LLC 418 3.47 238 14.49
2025-08-14 13F Fort Point Capital Partners LLC 71,751 2.81 40,882 13.98
2025-08-05 13F GHP Investment Advisors, Inc. 5,837 4.96 3,316 16.03
2025-08-12 13F Bokf, Na 631,059 10.22 358,460 21.82
2025-07-10 13F Moody National Bank Trust Division 91,341 13.17 51,884 25.08
2025-07-31 13F Nilsine Partners, LLC 4,696 40.01 2,668 54.79
2025-07-15 13F Td Private Client Wealth Llc 75,271 0.65 42,756 11.25
2025-08-12 13F Planning Alternatives Ltd /adv 6,906 10.06 3,923 21.65
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 3,414 5.63 1,948 17.35
2025-07-10 13F Websterrogers Financial Advisors, Llc 18,138 2.78 10,303 13.61
2025-07-18 13F New Wave Wealth Advisors Llc 3,291 9.01 1,869 20.50
2025-07-30 13F Pittenger & Anderson Inc 64,389 0.54 36,575 11.13
2025-07-22 13F Marks Group Wealth Management, Inc 15,612 449.91 8,868 507.81
2025-07-31 13F Carnegie Capital Asset Management, LLC 34,088 1.00 19,363 23.20
2025-07-15 13F CHB Investment Group, LLC 3,985 0.48 2 0.00
2025-07-28 13F Essex LLC 1,396 14.33 793 26.32
2025-08-04 13F Spinnaker Trust 3,278 3.02 1,862 13.88
2025-08-15 13F Keel Point, LLC 406,720 1.55 231,029 12.24
2025-07-30 NP Northern Lights Fund Trust IV - Brookstone Opportunities ETF 19,432 24.71 10,527 23.67
2025-08-11 13F Summit Wealth Partners, LLC 1,181 65.87 671 83.56
2025-07-29 13F Lutz Financial Services LLC 243,696 0.05 138,427 10.58
2025-07-23 13F RMG Wealth Management LLC 5,898 3,403
2025-07-23 13F Detalus Advisors, LLC 10,649 0.09 6,049 10.63
2025-08-08 13F Tortoise Investment Management, LLC 5,614 30.07 3,189 43.80
2025-07-22 13F Signature Wealth Management Partners, LLC 381 216
2025-08-08 13F Woodley Farra Manion Portfolio Management Inc 1,560 0.91 889 11.96
2025-07-01 13F Park National Corp /oh/ 10,573 2.27 6,006 13.05
2025-07-23 13F WESPAC Advisors, LLC 7,443 0.04 4,228 10.57
2025-08-01 13F Ashton Thomas Private Wealth, LLC 13,801 11.51 7,863 23.63
2025-08-08 13F Sensible Financial Planning & Management, LLC. 42,741 6.59 24,278 17.82
2025-07-17 13F Charles Schwab Trust Co 188,776 11.94 107,231 23.73
2025-08-07 13F BOK Financial Private Wealth, Inc. 506,010 2.68 288,309 13.85
2025-08-08 13F Capstone Financial Advisors, Inc. 2,781 20.65 1,580 33.36
2025-08-12 13F Resolute Wealth Strategies, LLC 2,885 488.78 1,639 552.59
2025-08-29 13F Total Investment Management Inc 2,333 13.36 1,325 25.35
2025-07-22 13F Net Worth Advisory Group 465 264
2025-07-22 13F Valley National Advisers Inc 1,263 7.76 1
2025-08-07 13F Cvfg Llc 603 37.05 343 51.33
2025-07-24 13F Mainstay Capital Management Llc /adv 474 269
2025-07-25 13F Pathway Financial Advisors LLC 1,618 1.12 919 11.80
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2 9,100 506.67 5,169 571.30
2025-08-14 13F Headlands Technologies LLC 6,230 5.70 3,539 16.84
2025-07-09 13F Westshore Wealth, LLC 8,697 101.79 4,940 123.02
2025-07-17 13F Avondale Wealth Management 6,760 5.44 3,840 16.55
2025-07-28 13F Strategent Financial, LLC 43,844 5.74 24,905 16.88
2025-08-19 13F Delos Wealth Advisors, LLC 15 9
2025-07-30 13F SkyOak Wealth, LLC 4,621 0.50 2,625 11.09
2025-08-07 13F CSM Advisors, LLC 19,564 1.63 11 22.22
2025-07-29 13F BKD Wealth Advisors, LLC 250,626 3.63 142,363 14.55
2025-07-17 13F Coastline Trust Co 12,597 1.42 7,155 12.09
2025-08-13 13F Summit Financial, LLC 137,724 42.51 78,471 58.00
2025-08-14 13F Tennessee Valley Asset Management Partners 3,875 0.96 2,201 11.61
2025-07-30 13F Argonautica Private Wealth Management, Inc 2,025 1.76 1,150 12.52
2025-08-14 13F Toroso Investments, LLC 14,595 6.61 8,290 17.84
2025-07-29 13F Madison Wealth Partners, Inc 2,609 17.47 1,482 29.89
2025-07-30 13F Green Square Capital Advisors Llc 345,340 1.34 196,164 12.01
2025-07-17 13F Park Place Capital Corp 2,069 0.98 1,175 11.49
2025-08-12 13F Deutsche Bank Ag\ 326,743 17.83 185,600 30.24
2025-08-14 13F Mml Investors Services, Llc 726,952 1.78 413 12.26
2025-08-08 13F Creative Planning 1,343,735 1.70 763,282 12.41
2025-07-30 13F Avidian Wealth Solutions, LLC 51,763 15.04 29,403 27.15
2025-07-21 13F Hilltop National Bank 24,335 12.61 13,823 18.72
2025-07-24 13F Costello Asset Management, INC 156 6.12 89 17.33
2025-07-10 13F Worth Asset Management, LLC 7,845 42.30 4,456 57.29
2025-07-10 13F Peoples Bank/KS 3,823 0.79 2,172 11.39
2025-07-14 13F Matrix Trust Co 43,862 1.58 25 9.09
2025-07-17 13F Washington Capital Management Inc 1,593 1.14 905 11.74
2025-07-28 13F ForthRight Wealth Management, LLC 79,374 3.76 45,087 14.68
2025-07-08 13F Advance Capital Management, Inc. 4,194 159.21 2,382 186.64
2025-07-25 13F Concord Wealth Partners 2,847 179.94 1,617 209.77
2025-07-15 13F Optima Capital Llc 1,776 2.96 1,007 14.04
2025-07-18 13F Victrix Investment Advisors 14,806 7.95 8,410 21.83
2025-08-14 13F Summit Trail Advisors, Llc 1,090,394 621,279
2025-08-12 13F MAI Capital Management Put 284
2025-07-22 13F Inlight Wealth Management, LLC 271 97.81 154 118.57
2025-08-13 13F Rsm Us Wealth Management Llc 208,832 34.52 118,986 49.14
2025-04-03 13F First Hawaiian Bank 47,830 0.13 24,580 -4.50
2025-07-11 13F Lincoln Capital LLC 622 1.47 353 19.26
2025-07-16 13F Exeter Financial, LLC 2,263 1.75 1,285 12.52
2025-08-07 13F Meeder Advisory Services, Inc. 4,911 6.21 2,790 17.38
2025-08-12 13F Intellus Advisors LLC 20,451 5.84 11,617 16.99
2025-07-16 13F Motive Wealth Advisors 1,944 1,104
2025-08-05 13F Gould Asset Management Llc /ca/ 1,364 8.43 775 19.81
2025-07-24 13F/A TFR Capital, LLC. 3,392 15.81 1,927 27.97
2025-08-11 13F Portside Wealth Group, LLC 2,967 3.78 1,685 14.70
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 14,450 214.13 8,208 247.36
2025-07-28 13F Wealthspan Partners, Llc 463 263
2025-08-12 13F Leigh Baldwin & Co., Llc 1,180 0.08 670 10.56
2025-08-13 13F Van Hulzen Asset Management, LLC 1,822 11.64 1,035 23.51
2025-08-26 NP GRZZX - Leuthold Grizzly Short Fund 0 -100.00 0 -100.00
2025-07-30 NP OVL - Overlay Shares Large Cap Equity ETF 386,302 20.63 209,283 19.62
2025-08-06 13F Legacy Bridge, LLC 1,214 1.42 690 12.03
2025-07-08 13F Zrc Wealth Management, Llc 271 113.39 154 136.92
2025-07-09 13F Central Bank & Trust Co 1,254 0.80 712 11.42
2025-08-05 13F Hunter Associates Investment Management Llc 394 0
2025-08-08 13F RAM Investment Partners, LLC 1,738 66.95 987 84.49
2025-08-05 13F EPG Wealth Management LLC 115 38.55 65 54.76
2025-08-11 13F Perennial Investment Advisors, LLC 5,298 1.57 3,010 12.27
2025-08-13 13F Walleye Trading LLC Call 29,100 234.48 16,530 269.69
2025-07-24 13F Moseley Investment Management Inc 866 1.29 492 12.07
2025-08-12 13F Soundwatch Capital LLC 2,196,459 16,553.72 28,968 327.45
2025-08-12 13F Long Island Wealth Management, Inc. 6,136 23.93 3,486 36.99
2025-08-13 13F Walleye Trading LLC Put 39,200 262.96 22,267 301.19
2025-07-31 13F Ballast Advisors Llc 48 20.00 28 35.00
2025-08-15 13F Semmax Financial Advisors Inc. 15,873 0.98 9,298 14.05
2025-08-08 13F Parker Investment Management, LLC 13,200 7,498
2025-08-12 13F Fortem Financial Group, Llc 466 265
2025-08-14 13F Money Concepts Capital Corp 77,398 7.15 43,964 18.43
2025-08-13 13F Cambria Investment Management, L.P. 2,798 1,589
2025-07-30 13F Cornerstone Advisory, LLC 552 5.54 314 16.79
2025-08-12 13F Trans-Canada Capital Inc. 1,756,592 8.95 1,000,607 20.76
2025-08-12 13F New Republic Capital, LLC 2,590 6.15 1,476 17.62
2025-07-16 13F Vestia Personal Wealth Advisors 8,524 9.73 4,842 21.30
2025-07-16 13F Asset Allocation & Management Company, LLC 40,080 5.10 23 15.79
2025-08-08 13F Hedeker Wealth, LLC 837 93.30 476 113.96
2025-07-08 13F Atlas Brown,Inc. 457 6.53 260 17.73
2025-08-11 13F Lake Street Financial Llc 12,027 53.44 6,832 69.63
2025-07-30 NP OVLH - Overlay Shares Hedged Large Cap Equity ETF 117,372 78.56 63,587 77.07
2025-07-25 13F Transcendent Capital Group LLC 417 4.51 237 15.61
2025-08-18 13F Hollencrest Capital Management 624,082 1.09 354,497 11.74
2025-07-10 13F Tompkins Financial Corp 54,599 10.84 31,014 22.51
2025-07-18 13F SMI Advisory Services, LLC 1,878 1,077
2025-07-30 13F Dudley Capital Management, Llc 1,696 0.06 963 10.56
2025-07-30 13F Bogart Wealth, LLC 247,585 1.71 140,636 12.42
2025-07-16 13F Falcon Wealth Planning 3,147 2.27 1,788 13.03
2025-08-08 13F Ironwood Investment Counsel, LLC 9,749 22.94 4,715 15.68
2025-07-22 13F Appleton Partners Inc/ma 1,307 14.85 1
2025-08-15 13F Synergy Financial Group, LTD 6,167 0.87 3,503 11.49
2025-08-14 13F Ameriprise Financial Inc 5,313,239 2.75 3,017,844 13.52
2025-08-12 13F Palisades Hudson Asset Management, L.P. 1,319 125.09 1
2025-08-12 13F MAI Capital Management 128,494 3.44 72,988 14.33
2025-07-07 13F TruWealth Advisors, LLC 36,407 3.22 20,680 14.10
2025-08-14 13F Man Group plc 2,682 1,523
2025-08-13 13F Portland Global Advisors LLC 4,185 6.57 2,377 17.79
2025-07-09 13F GEM Asset Management, LLC 2,036 0.20 1,162 10.78
2025-07-17 13F Luminvest Wealth Management LLC 14,484 2.69 8,249 13.81
2025-07-21 13F Compass Planning Associates Inc 789 16.03 448 28.08
2025-08-14 13F Family Office Research LLC 40,334 1.60 22,911 12.30
2025-07-25 13F Endowment Wealth Management, Inc. 393 223
2025-08-12 13F Mmbg Investment Advisors Co. 21,989 13.23 12,529 25.52
2025-08-04 13F Mesirow Financial Investment Management, Inc. 201,986 1.59 114,731 12.29
2025-08-11 13F Actinver Wealth Management, Inc. 3,641 4.54 2,068 15.60
2025-07-16 13F Owen LaRue, LLC 622 3.49 353 14.61
2025-08-14 13F Safeguard Investment Advisory Group, LLC 14,939 10.14 8,489 21.71
2025-08-01 13F Facet Wealth, Inc. 21,766 10.51 12,647 23.96
2025-07-23 13F Vontobel Holding Ltd. 1,988 142.44 1,129 168.17
2025-07-08 13F Apella Capital, LLC 35,379 33.55 20,188 52.69
2025-08-08 13F CFO4Life Group, LLC 144,877 2.30 82,294 13.07
2025-07-21 13F Trinity Legacy Partners, LLC 752 0.67 431 7.21
2025-07-28 13F Compass Advisory Group LLC 5,961 2.58 3,397 13.73
2025-07-15 13F Significant Wealth Partners LLC 6,152 211.34 3,494 244.24
2025-07-22 13F/A Duncan Williams Asset Management, LLC 15,504 6.46 8,807 17.66
2025-08-11 13F Addison Capital Co 930 1.09 528 11.86
2025-08-13 13F Capital Group Private Client Services, Inc. 106,050 11.72 60,240 23.48
2025-07-09 13F Heritage Wealth Architects, Inc. 721 5.41 410 16.52
2025-07-03 13F Trust Co of the South 56,415 14.28 32,045 26.32
2025-07-15 13F Foster Victor Wealth Advisors, LLC 1,500 23.25 861 44.05
2025-07-25 13F We Are One Seven, LLC 31,427 8.88 17,851 20.35
2025-07-31 13F/A Avion Wealth 71,515 15.91 41 21.21
2025-07-17 13F Fee-Only Financial Planning, L.C. 7,813 4.69 4,438 15.72
2025-08-14 13F Sand Hill Global Advisors, LLC 531,012 5.76 301,631 16.90
2025-07-14 13F Abacus Wealth Partners, LLC 743 422
2025-08-14 13F Evercore Wealth Management, LLC 68,311 11.38 38,803 23.11
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 1,736 2.30 986 13.07
2025-05-15 13F CAPROCK Group, Inc. 195,932 4.98 100,691 0.13
2025-07-18 13F Wiser Wealth Management, Inc 232,397 5.28 132,008 16.36
2025-08-04 13F Creekmur Asset Management LLC 2,226 15.82 1,265 28.06
2025-07-16 13F Meridian Investment Counsel Inc. 3,345 0.60 1,900 11.24
2025-08-14 13F Colony Group, LLC 1,548,766 8.25 879,832 19.67
2025-07-16 13F Cove Private Wealth, LLC 6,468 13.12 3,674 25.05
2025-07-23 13F Eagle Strategies LLC 20,979 1.15 11,917 11.80
2025-08-04 13F Joseph P. Lucia & Associates, LLC 1,066 20.86 606 33.55
2025-07-23 13F Armbruster Capital Management, Inc. 7,373 2.49 4,188 13.28
2025-05-05 13F Lindbrook Capital, Llc 12,748 2.07 6,551 -2.65
2025-08-26 13F Nautilus Advisors LLC 675 1.96 384 12.65
2025-08-07 13F AllGen Financial Advisors, Inc. 1,108 26.20 630 39.47
2025-08-14 13F Diversify Advisory Services, LLC 71,768 26.07 42,399 46.18
2025-07-22 13F Foguth Wealth Management, LLC. 2,004 7.80 1,138 19.16
2025-07-29 NP JHODX - 2070 Lifetime Blend Portfolio Class R6 43 23
2025-08-11 13F Private Advisor Group, LLC 316,839 5.53 179,974 16.64
2025-07-22 13F Coastal Investment Advisors, Inc. 4,138 17.36 2,350 29.76
2025-07-31 13F Peterson Wealth Services 2,266 1.21 1,287 11.83
2025-08-15 13F Asset Allocation Strategies LLC 2,112 4.04 1,200 14.96
2025-07-21 13F Verus Financial Partners, Inc. 4,897 0.06 2,809 16.13
2025-08-14 13F Wells Fargo & Company/mn Put 6,100 1,933.33 3,465 2,149.35
2025-07-15 13F Tenon Financial LLC 75,697 4.01 42,998 14.96
2025-08-14 13F Wells Fargo & Company/mn 5,677,797 10.22 3,225,159 21.83
2025-08-01 13F New York Life Investment Management Llc 4,814 65.09 2,734 82.51
2025-08-12 13F Change Path, LLC 55,273 25.15 31,397 38.33
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 1,380 11.65 784 17.74
2025-08-26 NP Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares 95,951 4.15 54,503 15.12
2025-08-12 13F Associated Banc-corp 69,706 3.62 39,595 14.54
2025-08-29 NP PIMCO Equity Series - PIMCO REALPATH Blend 2070 Fund Institutional Class 3,150 2.37 1,789 13.16
2025-07-29 NP JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 28,794 15.24 15,599 14.28
2025-08-14 13F Osterweis Capital Management Inc 1,740 -8.85
2025-07-31 13F Auour Investments LLC 5,942 0.93 3,375 12.50
2025-08-05 13F Westwood Wealth Management 528 300
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 15,550 8,833
2025-08-06 13F Disciplined Investors, L.L.C. 5,434 0.93 3,086 11.57
2025-08-13 13F Beacon Pointe Advisors, LLC 639,303 7.32 363,143 18.62
2025-08-14 13F Old Mission Capital Llc 57,876 32,875
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 22,847 9.25 12,978 20.76
2025-08-04 13F 4wealth Advisors, Inc. 1,986 18.78 1,128 31.32
2025-08-06 13F Agf Management Ltd 214,437 3.43 121,807 14.32
2025-07-17 13F Independence Bank of Kentucky 14,750 2.39 8,378 13.17
2025-07-18 13F BOCHK Asset Management Ltd 140,000 79,524
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 4,444 6.65 2,524 17.89
2025-07-30 13F Phillips Financial Management, Llc 68,790 0.86 39,075 11.48
2025-08-14 13F Wallace Capital Management Inc. 1,671 1.52 949 12.17
2025-08-11 13F Plum Street Advisors, LLC 1,937 1.68 1,100 12.36
2025-08-08 13F Alberta Investment Management Corp 1,145,256 176.02 650,540 205.09
2025-07-15 13F Cranbrook Wealth Management, LLC 1,295 10.40 736 22.09
2025-08-14 13F Wetherby Asset Management Inc 20,227 12.53 11,490 18.63
2025-08-04 13F Bordeaux Wealth Advisors LLC 7,206 11.93 4,093 23.73
2025-07-22 13F Evensky & Katz LLC 684 16.72 0
2025-07-16 13F Cambridge Advisors Inc. 148,215 2.79 84,190 13.61
2025-07-15 13F Wealth Effects Llc 3,484 4.16 1,979 15.07
2025-08-06 13F Kcm Investment Advisors Llc 2,246 15.30 1,276 27.50
2025-07-15 13F World Equity Group, Inc. 6,741 22.90 3,830 35.88
2025-08-13 13F California Public Employees Retirement System 25,883,852 17.91 14,702,804 30.33
2025-07-24 13F Accredited Investor Services, Llc 1,830 0.11 1,039 10.65
2025-07-11 13F Bell Bank 181,275 1.84 102,970 12.57
2025-08-06 13F Moors & Cabot, Inc. 10,279 10.22 5,839 21.83
2025-08-13 13F Greenwich Wealth Management LLC 15,133 0.41 9 14.29
2025-07-11 13F Compass Ion Advisors, LLC 3,262 18.58 1,853 31.07
2025-08-13 13F Avestar Capital, LLC 4,467 13.03 2,544 25.21
2025-08-11 13F Johnson Financial Group, LLC 7,572 17.00 4,301 29.31
2025-08-12 13F Wealth Dimensions Group, Ltd. 1,806 0.44 1,026 10.93
2025-08-07 13F Payden & Rygel 30,459 1.01 17 13.33
2025-08-01 13F Milestone Asset Management Group, LLC 9,959 7.03 5,657 18.28
2025-07-29 13F Elevation Capital Advisory, LLC 7,732 12.22 4,392 24.07
2025-08-14 13F Quartz Partners, LLC 9,266 25.81 5,263 39.09
2025-07-29 13F Two West Capital Advisors LLC 594 11.03 348 32.44
2025-07-21 13F Sterling Investment Counsel, LLC 759 2.57 431 13.42
2025-08-15 13F Equitable Holdings, Inc. 265,574 6.81 150,854 18.06
2025-08-13 13F Coco Enterprises, LLC 21,103 11,987
2025-08-06 13F HORAN Wealth, LLC 5,428 3,083
2025-08-04 13F Bridgewealth Advisory Group, LLC 15,807 240.37 8,979 276.28
2025-08-08 13F Meridian Wealth Management, LLC 29,710 4.59 16,876 15.60
2025-08-13 13F Rosenblum Silverman Sutton S F Inc /ca 944 0.75 536 11.43
2025-07-17 13F Bluesphere Advisors, LLC 7,616 14.99 4,326 27.12
2025-08-15 13F Urban Financial Advisory Corp 1,147 48.00 652 63.57
2025-07-10 13F Baker Tilly Financial, Llc 50,428 2.46 28,645 13.25
2025-08-12 13F Tradition Wealth Management, LLC 7,871 15.07 4,471 27.20
2025-08-08 13F/A Prospect Financial Services LLC 10,408 40.65 5,912 55.46
2025-07-10 13F IMPACTfolio, LLC 1,869 0.05 1,061 10.64
2025-08-14 13F Clientfirst Wealth Management, LLC 6,920 0.73 3,931 11.33
2025-08-11 13F Synergy Investment Management, LLC 40,328 7.52 22,907 18.84
2025-08-14 13F Nia Impact Advisors, Llc 430 244
2025-08-14 13F Bank Of Hawaii 545 310
2025-07-22 13F Safir Wealth Advisors, LLC 97,606 2.55 55,443 13.35
2025-07-14 13F Harbor Group, Inc. 1,072 0.66 609 11.15
2025-07-16 13F Mariner Investment Group Llc 23,310 13,241
2025-05-12 13F Cahill Wealth Management, LLC 1,326 0.30 681 -4.35
2025-07-17 13F Hanson & Doremus Investment Management 3,377 0.21 2 0.00
2025-08-11 13F Anfield Capital Management, LLC 2,333 1.79 1,325 12.57
2025-08-11 13F Western Wealth Management, LLC 24,981 0.38 14,190 10.95
2025-08-13 13F Farnam Financial LLC 6,722 68.09 3,818 85.79
2025-08-05 13F Prosperity Consulting Group, LLC 1,839 0.33 1,044 10.95
2025-08-14 13F Bishop & Co Investment Management, LLC 24,405 24.51 13,863 37.62
2025-08-13 13F Scotia Capital Inc. 104,739 3.91 59,494 14.85
2025-08-14 13F Moneta Group Investment Advisors Llc 437,487 6.57 248,506 17.80
2025-08-07 13F Vise Technologies, Inc. 17,458 197.82 9,917 214.00
2025-07-23 13F Colony Family Offices, LLC 875 5.04 499 16.36
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 20,702 4.48 11,760 15.49
2025-07-25 13F Means Investment Co., Inc. 303,973 3.22 172,666 14.09
2025-08-12 13F Steward Partners Investment Advisory, Llc 435,708 2.91 247,495 13.75
2025-08-13 13F Cerity Partners LLC 4,281,559 9.83 2,433,834 21.49
2025-08-14 13F Certified Advisory Corp 18,992 7.82 10,788 19.19
2025-07-25 13F JustInvest LLC 15,932 18.59 9,050 31.10
2025-08-06 13F Financial Alternatives, Inc 441 251
2025-08-06 13F Ironwood Wealth Management, LLC. 522 23.11 297 36.41
2025-07-16 13F Plancorp, LLC 66,235 6.12 37,624 17.29
2025-07-11 13F Scott Capital Advisors, LLC 122,899 0.46 70,496 12.13
2025-08-13 13F Lynch Asset Management, Inc. 97 55
2025-08-27 NP VQNPX - Vanguard Growth and Income Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,352 24,057
2025-08-14 13F Old Mission Capital Llc Call 72,200 3,136
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 3,542 6.08 2,018 17.60
2025-07-07 13F Wesbanco Bank Inc 31,694 6.12 18,003 17.30
2025-07-09 13F Aurelius Family Office LLC 59,630 1.35 33,872 12.02
2025-07-10 13F Atticus Wealth Management, Llc 1,729 91.47 982 111.64
2025-04-15 13F Members Wealth Llc 2,009 6.35 1,032 -1.53
2025-07-07 13F Vishria Bird Financial Group, LLC 780 42.08 443 57.09
2025-08-11 13F Y.D. More Investments Ltd 33,106 0.53 18,805 11.12
2025-08-11 13F HighTower Advisors, LLC 2,557,272 7.13 1,452,607 18.41
2025-07-15 13F Axis Wealth Partners, LLC 9,867 5.57 5,605 16.68
2025-07-23 13F Bluestem Financial Advisors, Llc 5,265 542.07 2,991 610.21
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 76,210 0.47 43,289 11.05
2025-07-30 13F BCK Partners, Inc. 78,407 0.07 44,537 10.61
2025-08-14 13F Murphy & Mullick Capital Management Corp 17 10
2025-07-16 13F Eagle Global Advisors Llc 3,774 124.11 2,144 147.75
2025-08-04 13F Bristlecone Advisors, LLC 6,735 0.48 3,826 11.06
2025-07-14 13F Mechanics Bank Trust Department 6,554 2.33 3,723 13.10
2025-07-15 13F Beacon Investment Advisory Services, Inc. 13,407 7,615
2025-08-14 13F Old Mission Capital Llc Put 87,000 339.39 295 80.37
2025-07-09 13F Triumph Capital Management 1,291 21.56 733 34.50
2025-08-08 13F Evolution Wealth Advisors, LLC 27,975 44.57 15,890 59.79
2025-08-07 13F Winch Advisory Services, LLC 554 4,516.67 314 5,133.33
2025-08-12 13F Proequities, Inc. 0 0
2025-08-04 13F Assetmark, Inc 3,261,402 3.45 1,852,574 14.34
2025-08-04 13F Hantz Financial Services, Inc. 3,226 142.92 2
2025-08-11 13F Intrust Bank Na 323,638 4.26 183,836 15.24
2025-07-25 13F Welch Group, LLC 9,258 21.75 5,259 35.40
2025-08-06 13F OneAscent Family Office, LLC 1,738 30.19 1
2025-07-31 13F SoundView Advisors Inc. 106,117 5.55 60 17.65
2025-07-09 13F Parkside Advisors LLC 26,919 7.26 15,338 18.92
2025-08-14 13F Bank Of America Corp /de/ 25,095,520 2.19 14,255,008 12.95
2025-05-29 NP WASAX - Ivy Asset Strategy Fund Class A 107,305 17.42 55,145 11.99
2025-08-14 13F Great Valley Advisor Group, Inc. 36,619 1.35 20,801 12.02
2025-08-07 13F New England Private Wealth Advisors LLC 18,099 0.09 10,555 13.59
2025-05-15 13F Rakuten Investment Management, Inc. 788,952 402,997
2025-08-13 13F Morton Community Bank 523 297
2025-07-11 13F Weatherly Asset Management L. P. 1,277 12.21 727 24.32
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 2,330 41.30 1,324 60.56
2025-08-12 13F Bedel Financial Consulting, Inc. 3,877 19.37 2,202 32.01
2025-07-23 13F Bellevue Asset Management, Llc 414 9.52 236 21.13
2025-08-12 13F Eisler Capital Management Ltd. 170,841 20,214.03 97,031 22,412.76
2025-08-08 13F Call To Action Foundation 918,161 1.07 521,543 11.72
2025-08-14 13F Redwood Investment Management, Llc 118,957 4.75 68 15.52
2025-08-14 13F Dearborn Partners Llc 1,370 4.66 778 15.77
2025-07-16 13F American National Bank 277 33.82 157 48.11
2025-08-07 13F 1620 Investment Advisors, Inc. 118 14.56 67 28.85
2025-07-03 13F McLean Asset Management Corp 1,429 0.56 815 25.42
2025-07-15 13F Carr Financial Group Corp 377 214
2025-07-15 13F Define Financial, Llc 755 0.13 429 15.99
2025-08-05 13F Milestone Asset Management, Llc 14,307 8,127
2025-08-13 13F SCS Capital Management LLC 477,804 1.50 272,194 12.52
2025-04-24 NP DDIAX - Delaware Wealth Builder Fund Class A 76,417 63.61 41,749 61.51
2025-07-24 13F Ramirez Asset Management, Inc. 448 254
2025-08-13 13F Pinkerton Retirement Specialists, LLC 1,795 13.75 1,020 25.80
2025-07-16 13F Meridian Financial, LLC 1,884 17.09 1,070 29.54
2025-08-12 13F Armor Investment Advisors, LLC 1,131 5.01 643 16.09
2025-07-24 13F Aurora Private Wealth, Inc. 1,842 0.16 1
2025-07-21 13F Seros Financial, LLC 819 22.06 465 35.17
2025-08-08 13F Everett Harris & Co /ca/ 25,029 0.56 14,217 11.16
2025-07-29 NP JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 138,445 9.35 75,004 8.44
2025-07-30 13F TFB Advisors LLC 34,930 2.34 19,842 13.12
2025-07-15 13F Aspire Capital Advisors LLC 51,451 2.70 29,226 13.51
2025-07-08 13F Goldstone Financial Group, LLC 145,499 3.96 83,694 16.36
2025-08-08 13F Financial Gravity Companies, Inc. 297 10.00 169 15.86
2025-07-11 13F Mandatum Life Insurance Co Ltd 38,287 23.34 21,748 36.33
2025-07-31 13F Arrien Investments, Inc. 4,796 3.90 2,724 14.84
2025-08-11 13F Vanguard Group Inc 36,763,979 6.71 20,883,043 17.95
2025-07-21 13F Single Point Partners, LLC 9,743 4.40 6 25.00
2025-07-15 13F Verum Partners LLC 63,131 48.46 35,860 64.10
2025-08-14 13F Beaird Harris Wealth Management, LLC 114,747 6.58 65,180 17.80
2025-07-18 13F Benchmark Wealth Management, LLC 45,171 12.58 25,659 24.44
2025-07-21 13F West Financial Advisors, LLC 140,606 6.71 79,868 17.94
2025-08-05 13F Aviance Capital Partners, LLC 3,976 16.50 2,258 28.81
2025-08-05 13F Allodium Investment Consultants, LLC 363 206
2025-05-30 NP Rivernorth Opportunities Fund, Inc. Short -29,456 -15,138
2025-08-07 13F Gryphon Financial Partners LLC 1,681 47.46 955 63.08
2025-07-29 13F Salus Financial Advisors, LLC 395 224
2025-08-19 13F Marex Group plc 4,962 2,819
2025-04-17 13F Vista Wealth Management Group, LLC 27,530 2.93 14,148 -1.83
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 3,787 0.53 2,151 16.08
2025-07-23 13F Penney Financial, LLC 923 5.97 524 17.23
2025-08-29 13F Evolution Wealth Management Inc. 747 424
2025-05-16 13F Everstar Asset Management, LLC 1,670 409
2025-08-11 13F Outlook Wealth Advisors, LLC 451 256
2025-07-16 13F Swisher Financial Concepts, Inc. 519 2.77 295 13.51
2025-08-05 13F Mma Asset Management Llc 976 7.61 555 18.88
2025-08-14 13F Foronjy Financial Llc 580 330
2025-08-14 13F Punch & Associates Investment Management, Inc. 129 108.06 73 135.48
2025-08-14 13F Warren Averett Asset Management, LLC 72,041 4.46 40,921 15.47
2025-08-04 13F Savvy Advisors, Inc. 178,254 51.98 101,253 67.98
2025-08-05 13F Magnolia Capital Advisors Llc 7,083 2.53 4,024 13.36
2025-08-12 13F Gladstone Institutional Advisory LLC 91,510 9.85 51,981 21.42
2025-07-08 13F Webster Bank, N. A. 146,496 0.71 83,214 11.32
2025-08-14 13F Comerica Bank 159,710 15.32 90,720 27.46
2025-07-15 13F Affinity Wealth Management Llc 375 213
2025-08-12 13F Kensington Asset Management, LLC 549,593 163.20 312,185 190.92
2025-07-14 13F Financial Advisory Partners, Llc 551 3.96 313 14.71
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 559 0
2025-08-06 13F ROI Financial Advisors, LLC 973 1.67 552 12.42
2025-07-23 13F Gentry Private Wealth, Llc 88,459 2.31 50,247 13.09
2025-05-02 13F BluePointe Capital Management, LLC 30,886 57.12 15,873 49.86
2025-07-22 13F Relyea Zuckerberg Hanson LLC 17,211 21.66 9,776 34.47
2025-07-21 13F Corundum Group, Inc. 2,748 6.06 1,561 17.21
2025-07-07 13F Good Steward Wealth Advisors,LLC 11,031 42.12 6,266 57.10
2025-07-29 13F Northern Capital Management, Inc. 1,654 13.91 940 25.87
2025-08-13 13F GeoWealth Management, LLC 358,620 16.20 203,705 28.44
2025-08-06 13F Quadrant Private Wealth Management, LLC 4,230 46.06 2,410 61.96
2025-08-14 13F Oxford Financial Group Ltd 12,675 1.10 7,200 11.77
2025-07-17 13F Financial Partners Group, LLC 1,175 667
2025-08-15 13F TLT Family Holdco ULC 315,500 179,213
2025-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 2,557 0.20 1,452 10.76
2025-07-25 13F Wealth Architects, LLC 5,492 13.33 3,120 25.26
2025-08-14 13F City National Bank Of Florida /msd 1,853 6.01 1,053 17.15
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 9,426 4.48 5,355 15.49
2025-08-14 13F Citadel Advisors Llc Put 1,095,800 19.45 622,447 32.03
2025-07-18 13F Pennsylvania Capital Management Inc /adv 14,688 1,740.60 8,343 1,934.88
2025-08-14 13F Citadel Advisors Llc Call 1,088,400 42.05 618,244 57.01
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 174 16.00 99 27.27
2025-08-01 13F Purkiss Capital Advisors LLC 4,654 4.75 2,644 15.77
2025-08-12 13F Ameraudi Asset Management, Inc. 88,540 2.44 50,293 13.23
2025-08-01 13F Signature Wealth Management Group 1,300 1.17 738 11.82
2025-08-11 13F Highview Capital Management LLC/DE/ 750 28.21 426 42.00
2025-07-30 13F CORDA Investment Management, LLC. 26,864 4.46 15,260 15.46
2025-08-13 13F Summit Wealth Group Llc / Co 1,854 1,056
2025-07-23 13F Hardy Reed LLC 280,605 3.71 159,392 14.64
2025-08-06 13F Swf Llc 631,823 9,008.01 358,894 9,969.98
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1,840,341 2.29 1,045 13.10
2025-08-05 13F HFG Advisors, Inc. 3,253 9.01 1,848 20.48
2025-08-15 13F Fft Wealth Management Llc 985 45.28 573 64.37
2025-07-28 13F Rosenberg Matthew Hamilton 701 4.47 398 15.70
2025-08-15 13F American Family Investments, Inc. 148,696 23.56 84,464 36.57
2025-07-11 13F Ullmann Financial Group, Inc. 977 2.52 555 13.29
2025-07-28 13F Holistic Planning, LLC 20,872 36.40 11,856 50.77
2025-05-14 13F Pilgrim Partners Asia Pte Ltd 17,815 35.53 9,155 29.27
2025-07-17 13F XML Financial, LLC 6,439 7.84 3,657 19.20
2025-08-14 13F Camden Capital, LLC 16,063 50.71 9,124 66.80
2025-07-24 13F Cyndeo Wealth Partners, LLC 2,722 11.60 1,546 23.30
2025-08-12 13F Prudential Plc 113,192 49.74 64,296 65.52
2025-08-15 13F Fairfield, Bush & Co. 500 4,900.00 284 7,000.00
2025-07-29 13F Chicago Partners Investment Group LLC 252,148 1.75 146,967 14.96
2025-08-07 13F 1st Source Bank 2,799 0.29 1,590 10.81
2025-07-17 13F CWA Asset Management Group, LLC 14,112 6.43 8,016 17.66
2025-08-13 13F West Chester Capital Advisors, Inc 119,888 23.45 68,100 36.45
2025-08-15 13F Howland Capital Management Llc 70,601 20.43 40,227 33.53
2025-08-12 13F Franklin Resources Inc 74,137 0.61 42,112 11.20
2025-07-10 13F Ferguson Wellman Capital Management, Inc 7,138 8.66 4,055 20.12
2025-07-30 13F Lafayette Investments, Inc. 630 1.29 358 11.91
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 1,804 0.06 1,025 10.58
2025-08-13 13F Meridian Wealth Partners, LLC 3,425 0.06 1,946 10.57
2025-08-11 13F Copperleaf Capital, LLC 5,208 8.09 2,958 19.52
2025-08-18 13F Tactive Advisors, LLC 7,249 4.11 4,118 23.01
2025-07-14 13F Baring Financial LLC 4,562 4.04 2,592 15.00
2025-08-11 13F Madison Asset Management, LLC 8,858 5,032
2025-08-14 13F/A Rockefeller Capital Management L.P. 1,156,835 1.22 657,120 11.88
2025-07-31 13F BIP Alliance, LLC 152,222 7.68 86,466 19.02
2025-07-23 13F Birinyi Associates Inc 10,275 705.88 6
2025-08-13 13F Standard Family Office LLC 127,386 1.80 72,359 12.52
2025-08-13 13F Natixis Advisors, L.p. 1,001,434 34.85 569 49.08
2025-08-14 13F Hancock Whitney Corp 7,376 81.45 4,190 100.53
2025-07-10 13F Kozak & Associates, Inc. 105 377.27 60 445.45
2025-08-08 13F Cedar Wealth Management, LLC 8,268 3.22 4,696 14.09
2025-07-24 13F Vantage Point Financial LLC 1,083 34.20 615 48.55
2025-07-29 13F Sigma Investment Counselors Inc 9,825 1.04 5,581 11.67
2025-07-30 13F Fusion Family Wealth LLC 377,700 2.73 214,545 13.54
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 2 1
2025-08-12 13F Aspiring Ventures, LLC 519 295
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 1,117 0.36 634 11.03
2025-07-31 13F City State Bank 2,468 21.10 1,402 33.81
2025-07-28 13F Tlwm 2,269 10.90 1,289 22.55
2025-07-22 13F Sage Investment Counsel LLC 1,745 7.38 991 18.68
2025-07-15 13F BKA Wealth Consulting, Inc. 3,608 123.13 1,923 131.57
2025-07-30 13F Fingerlakes Wealth Management, Inc. 1,990 31.44 1,131 45.24
2025-07-31 13F Brian Low Financial Group, Llc 459 261
2025-08-13 13F Valued Retirements, Inc. 7,773 4.60 4,415 15.64
2025-07-18 13F Tanager Wealth Management LLP 11,118 0.54 6,317 11.16
2025-07-25 13F Richardson Financial Services Inc. 5,405 2.76 3,070 13.54
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB 67,770 4.63 38,495 15.65
2025-07-31 13F New Hampshire Trust 2,149 39.82 1,221 54.63
2025-07-15 13F Cora Capital Advisors Llc 11,150 93.85 6,333 114.31
2025-08-11 13F Lowe Brockenbrough & Co Inc 14,466 97.87 8,217 118.71
2025-08-01 13F Zhang Financial LLC 293,637 1.65 166,794 12.36
2025-08-12 13F Goepper Burkhardt LLC 495 5.32 281 16.60
2025-07-31 13F Ingalls & Snyder Llc 23,771 5.87 14 18.18
2025-07-23 13F Sunbeam Capital Management, LLC 20,225 14.01 11,524 26.40
2025-07-17 13F Alliance Wealth Advisors, LLC 1,006 571
2025-07-25 13F Stephens Consulting, LLC 152,551 0.11 86,653 10.65
2025-08-05 13F NewSquare Capital LLC 10 900.00 6
2025-07-24 13F Financial Security Advisor, Inc. 392 223
2025-07-28 13F Ritholtz Wealth Management 9,800 28.47 5,567 41.99
2025-07-22 13F DBK Financial Counsel, LLC 5,511 8.68 3,130 20.11
2025-07-25 13F Mitchell Sinkler & Starr/pa 14,667 30.84 8,331 44.64
2025-08-06 13F Adviser Investments LLC 73,631 3.71 41,825 14.63
2025-07-15 13F Charter Capital Management, LLC\DE 6,866 3,900
2025-08-14 13F BCS Private Wealth Management, Inc. 11,842 7
2025-08-04 13F Balentine LLC 37,269 38.70 21,170 53.31
2025-07-17 13F Moss Adams Wealth Advisors LLC 8,167 1.03 4,653 12.01
2025-08-05 13F Continuum Wealth Advisors, Llc 16,322 131.12 9,271 155.47
2025-08-12 13F CIBC Private Wealth Group, LLC 777,889 0.89 441,864 25.48
2025-07-11 13F Harbour Capital Advisors, LLC 393 224
2025-07-18 13F QTR Family Wealth, LLC 8,551 57.51 4,857 74.09
2025-08-14 13F Betterment LLC 303,933 11.18 173 22.86
2025-05-15 13F Wealth Management Strategies, Inc. 1,632 0.25 839 10,375.00
2025-08-04 13F Waterfront Wealth Inc. 12,075 6.00 6,859 17.15
2025-07-29 13F Manchester Financial Inc 817 20.68 464 33.72
2025-07-01 13F Harbor Investment Advisory, Llc 20,596 5.02 11,699 16.08
2025-08-13 13F American Money Management, LLC 1,351 6.80 767 18.18
2025-08-07 13F Allworth Financial LP 106,138 9.71 60,290 24.04
2025-08-01 13F Belvedere Trading LLC 15,439 6.40 8,770 17.61
2025-08-01 13F Belvedere Trading LLC Call 4,400 15.79 2,499 28.02
2025-08-08 13F WP Advisors, LLC 4,842 13.58 2,750 25.51
2025-08-01 13F Belvedere Trading LLC Put 200 114
2025-07-14 13F AdvisorNet Financial, Inc 21,784 2.71 12,374 13.52
2025-08-13 13F Copley Financial Group, Inc. 456 0.66 259 11.64
2025-07-22 13F BridgePort Financial Solutions, LLC 20,988 30.56 11,922 44.30
2025-07-25 13F Johnson Investment Counsel Inc 60,495 17.34 34,363 29.70
2025-07-08 13F Charis Legacy Partners, LLC 24,947 3.55 14,171 14.46
2025-08-05 13F Lifeworks Advisors, LLC 3,014 237.14 1,712 272.98
2025-08-05 13F Elm Partners Management LLC 86,137 276.60 48,929 316.27
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 152,519 1.88 86,635 12.61
2025-07-24 13F Insight Inv LLC 1,423 6.51 808 17.78
2025-07-30 13F White Lighthouse Investment Management Inc. 17,115 2.39 9,722 13.17
2025-04-01 13F Cornerstone Planning, LLC 957 516
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 7,460 366.25 3,834 344.66
2025-08-12 13F Allen Capital Group, LLC 781 1.43 444 12.15
2025-08-06 13F Hoxton Planning & Management, LLC 10,896 0.09 6,189 10.64
2025-07-24 13F JB Capital LLC 4,182 3.64 2,376 14.57
2025-08-08 13F Bailard, Inc. 98,445 0.61 55,920 11.21
2025-08-11 13F GW&K Investment Management, LLC 1,003 4.81 1
2025-08-12 13F Sherwood Financial Partners, LLC 1,922 0.31 1,092 10.87
2025-08-13 13F My Purposeful Wealth Corp. 645 25.49 375 42.59
2025-08-13 13F Advisory Research Inc 6,142 2.79 3,489 13.62
2025-08-14 13F Full Sail Capital, LLC 6,008 14.85 3,413 26.93
2025-07-15 13F Great Oak Capital Partners, Llc 3,940 2.90 2,258 10.36
2025-07-15 13F First City Capital Management, Inc. 11,537 1.40 6,553 12.07
2025-07-31 13F FSM Wealth Advisors, LLC 6,029 15.54 3,440 28.31
2025-06-27 NP DSCF - Discipline Fund ETF 4,609 13.52 2,349 4.59
2025-08-12 13F Winnow Wealth Llc 555 315
2025-08-12 13F Howe & Rusling Inc 1,570 2.75 892 13.50
2025-07-22 13F Verus Wealth Management, Llc 19,477 0.48 11,064 11.06
2025-08-13 13F Gamco Investors, Inc. Et Al 2,227 1,265
2025-07-09 13F Affinity Capital Advisors, LLC 9,297 66.31 5,281 92.56
2025-07-30 13F Nottingham Advisors, Inc. 24,874 22.22 14,129 35.09
2025-07-18 13F Madrona Financial Services, LLC 2,629 5.16 1,493 16.28
2025-07-24 13F Ashford Advisors, LLC 6,250 345.79 388 -46.25
2025-07-21 13F Crews Bank & Trust 1,806 20.72 1,026 33.46
2025-07-23 13F Stephen J. Garry & Associates, Llc 17,417 2.22 9,893 13.00
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 131,647 0.16 74,780 10.71
2025-07-17 13F Investment Research & Advisory Group, Inc. 110,107 18.14 62,545 30.58
2025-08-15 13F Northeast Financial Consultants Inc 478,910 3.70 272,035 14.62
2025-07-11 13F Seacrest Wealth Management, Llc 14,939 4.40 8,486 15.41
2025-08-13 13F Royal Fund Management, LLC 54,872 2.27 31,259 12.41
2025-07-17 13F Janney Montgomery Scott LLC 395,465 2.69 225 13.71
2025-08-05 13F Seelaus Asset Management LLC 553 7.80 314 19.39
2025-04-09 13F Compass Investment Advisers LLC 2,979 1,605
2025-08-13 13F Hsbc Holdings Plc 170,222 14.36 96,682 26.43
2025-07-24 13F Callan Family Office, LLC 7,766 3.74 4,411 14.66
2025-07-17 13F Wolff Wiese Magana Llc 3,108 14.01 1,765 26.07
2025-07-11 13F Cypress Financial Planning Llc 838 8.27 476 19.90
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 1,245 11.66 640 6.50
2025-07-23 13F L.K. Benson & Company, P.C. 5,299 18.25 3,010 30.76
2025-07-16 13F Crowley Wealth Management, Inc. 335 1,016.67 190 1,166.67
2025-08-14 13F Jane Street Group, Llc Call 260,900 48.15 148,199 63.76
2025-05-15 13F Benchmark Investment Advisors LLC 2,441 0.37 1,254 -4.27
2025-08-14 13F Jane Street Group, Llc Put 295,300 65.06 167,739 82.45
2025-08-13 13F Balanced Wealth Group Llc 787 457
2025-07-11 13F Deane Retirement Strategies, Inc. 192 84.62 109 105.66
2025-07-15 13F Sheets Smith Wealth Management 69,217 3.40 39,317 14.29
2025-05-09 13F Delta Financial Group, Inc. 1,871 12.24 1
2025-07-09 13F Sandbox Financial Partners, LLC 3,936 3.66 2,236 14.56
2025-07-22 13F Belpointe Asset Management LLC 54,559 11.49 30,992 23.22
2025-08-14 13F Marathon Capital Management 430 244
2025-08-12 13F Private Management Group Inc 416 236
2025-07-23 13F Golden Reserve Retirement LLC 1,139 647
2025-07-28 13F Patten & Patten Inc/tn 17,287 0.05 9,819 10.59
2025-07-18 13F First United Bank Trust/ 19,556 9.97 11,108 21.56
2025-08-14 13F First Foundation Advisors 12,748 4.11 7,241 15.08
2025-08-12 13F J.w. Cole Advisors, Inc. 145,336 41.00 82,555 55.85
2025-08-12 13F SRS Capital Advisors, Inc. 15,254 23.92 9,986 57.86
2025-08-14 13F Hamilton Capital, LLC 2,444 16.94 1,388 29.26
2025-07-10 13F Kmg Fiduciary Partners, Llc 831 52.20 472 68.57
2025-07-18 13F Heritage Financial Services, LLC 4,017 24.52 2,282 37.66
2025-08-14 13F Vista Private Wealth Partners. LLC 13,966 9.40 7,933 20.91
2025-08-13 13F Allium Financial Advisors, Llc 7,575 249.88 4,303 286.96
2025-08-08 13F Kaizen Financial Strategies 2,435 1.16 1,383 11.81
2025-08-12 13F Forum Private Client Group LLC 1,507 0.13 856 10.74
2025-07-08 13F Madison Park Capital Advisors, LLC 3,275 8.91 1,860 20.39
2025-05-15 13F IronBridge Private Wealth, LLC 550 283
2025-08-14 13F Ambassador Advisors, LLC 4,539 11.20 2,578 22.94
2025-07-29 13F TFC Financial Management 2,521 11.85 1,432 23.58
2025-08-08 13F King Wealth 2,618 27.46 1 0.00
2025-07-17 13F/A Capital Investment Advisors, LLC 33,630 9.79 19,103 21.35
2025-04-30 13F J Hagan Capital, Inc. 7,088 3,819
2025-07-30 13F First Citizens Bank & Trust Co 47,305 0.95 26,871 11.58
2025-08-18 13F Hershey Financial Advisers, LLC 2,168 4.13 1,231 9.81
2025-08-28 NP New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 572 325
2025-07-07 13F Upper Left Wealth Management, LLC 1,198 680
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 2,369 0.98 1,346 11.62
2025-08-11 13F Stonebrook Private Inc. 1,196 22.79 679 35.80
2025-08-13 13F Aspire Growth Partners LLC 22,733 3.79 12,913 14.28
2025-07-22 13F Joule Financial, LLC 506 1.61 288 12.94
2025-07-14 13F Iams Wealth Management, Llc 1,680 954
2025-08-07 13F Palisade Asset Management, LLC 8,785 7.28 4,990 18.58
2025-08-12 13F Argent Trust Co 47,770 6.18 27,135 17.37
2025-07-25 13F Lion Street Advisors, LLC 15,297 22.34 8,689 35.22
2025-07-16 13F Vision Capital Management, Inc. 11,523 2.76 6,545 13.59
2025-07-29 13F Aspiriant, Llc 157,684 1.48 89,568 12.17
2025-07-16 13F MontVue Capital Management, Inc. 3,201 0.19 1,818 10.79
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2 11,686 11.14 6,638 22.84
2025-08-14 13F Capital Planning Advisors, LLC 12,868 5.77 7,309 16.91
2025-07-15 13F BCS Wealth Management 66,918 17.95 38 31.03
2025-07-09 13F Stony Point Wealth Management Inc. 491 9.60 279 20.87
2025-08-14 13F Disciplina Capital Management LLC 25,369 42.37 14,410 57.37
2025-07-23 13F Lansing Street Advisors 114,931 5.16 65,485 16.59
2025-08-13 13F Icapital Wealth Llc 4,271 27.95 2,426 41.40
2025-08-08 13F Thrive Capital Management, LLC 6,085 3,457
2025-07-28 13F Duncker Streett & Co Inc 1,984 5.25 1,127 16.32
2025-07-15 13F Ballentine Partners, LLC 108,216 6.60 61,470 17.82
2025-08-07 13F Everhart Financial Group, Inc. 6,757 30.87 3,838 44.67
2025-08-04 13F Kovack Advisors, Inc. 36,135 6.47 20,526 17.68
2025-08-15 13F Zuckerman Investment Group, LLC 27,821 9.29 15,803 20.79
2025-07-23 13F Drake & Associates, LLC 859 10.84 488 22.36
2025-07-30 13F Retirement Planning Group 467,224 6.02 265,397 17.19
2025-08-07 13F Fidelis Capital Partners, LLC 57,465 3.58 33,424 19.04
2025-06-03 13F Invst, LLC 2,097 5.86 1,078 0.94
2025-08-14 13F Glen Eagle Advisors, LLC 2,409 11.42 1,368 23.13
2025-07-16 13F Signaturefd, Llc 10,523 16.94 5,977 29.26
2025-07-30 13F BG Investment Services, Inc. 2,414 1.90 1,371 12.65
2025-07-23 13F Madden Advisory Services, Inc. 31,471 2.23 17,877 12.99
2025-07-07 13F Trust Co Of Oklahoma 10,294 1.03 5,847 11.67
2025-08-14 13F Smartleaf Asset Management LLC 25,233 43.18 14,306 58.92
2025-07-10 13F Contravisory Investment Management, Inc. 39 34.48 22 57.14
2025-08-05 13F Navalign, LLC 1,015 13.28 577 25.22
2025-08-11 13F Sykon Capital Llc 14,964 8,500
2025-07-24 13F Us Bancorp \de\ 495,709 2.75 281,584 13.57
2025-07-08 13F Next Level Private LLC 762 11.08 433 22.73
2025-07-11 13F Annex Advisory Services, LLC 4,421 10.75 2,511 22.43
2025-08-14 13F DecisionPoint Financial, LLC 2,226 4.21 1,264 15.13
2025-08-19 13F Newbridge Financial Services Group, Inc. 974 8.46 553 19.96
2025-08-14 13F Stifel Financial Corp 1,535,199 3.79 872,076 14.72
2025-07-14 13F Masso Torrence Wealth Management Inc. 11,522 6.58 6,545 17.80
2025-07-30 13F Cullen/frost Bankers, Inc. 52,293 4.09 29,704 15.05
2025-08-13 13F Dana Investment Advisors, Inc. 14,192 4.35 8,061 15.34
2025-08-14 13F Keebeck Wealth Management, LLC 7,707 7.65 4,391 19.35
2025-08-14 13F Obsidian Personal Planning Solutions LLC 2,453 58.26 1,394 76.33
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 8,704 4,944
2025-07-18 13F Trilogy Capital Inc. 15,960 3.97 9,066 14.93
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 7,971 1.01 4,528 11.64
2025-07-28 13F Twin Tree Management, LP Put 1,110,300 630,684
2025-07-09 13F Catalyst Private Wealth, Llc 2,285 13.79 1,298 25.80
2025-07-28 13F Twin Tree Management, LP Call 138,400 40.79 78,615 55.62
2025-08-07 13F Nwam Llc 12,222 27.01 7,128 44.15
2025-07-17 13F Guyasuta Investment Advisors Inc 5,333 7.43 3,029 18.74
2025-07-28 13F Twin Tree Management, LP 129,245 73,415
2025-08-14 13F Empire Life Investments Inc. 151,266 16.28 85,924 28.53
2025-07-29 13F Activest Wealth Management 20,792 46.53 11,811 61.96
2025-07-23 13F Stonegate Investment Group, LLC 37,631 0.77 21,375 11.38
2025-08-07 13F/A Joseph Group Capital Management 305 35.56 173 49.57
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 21,944 7.39 12,465 18.70
2025-08-11 13F FSA Wealth Management LLC 959 0.31 101 6.38
2025-07-16 13F ORG Partners LLC 7,425 0.49 4,217 10.60
2025-08-14 13F Mercer Global Advisors Inc /adv 4,636,511 8.23 2,633,677 19.62
2025-08-13 13F Tobias Financial Advisors, Inc. 543 17.79 309 30.51
2025-08-14 13F Chilton Investment Co Llc 1,903 9.94 1,081 21.48
2025-07-29 13F Kelman-Lazarov, Inc. 2,147 58.92 1,220 75.65
2025-07-22 13F Stanich Group LLC 1,636 62.62 940 81.98
2025-08-15 13F Lantern Wealth Advisors, LLC 499 4.61 283 10.12
2025-07-31 13F Oak Harbor Wealth Partners, Llc 55,755 1.61 31,671 12.31
2025-07-25 13F Keener Financial Planning LLC 582 97.96 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 39,030 13.25 22 29.41
2025-07-31 13F Alamar Capital Management, LLC 35,782 20.17 20,388 33.24
2025-08-04 13F Retirement Systems of Alabama 369,474 1,313.88 209,872 1,462.83
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 17,431 8.77 9,901 20.23
2025-08-07 13F Rathbone Brothers plc 103,183 19.63 58,611 32.23
2025-08-14 13F/A Skopos Labs, Inc. 5,292 100.00 3,006 121.19
2025-08-12 13F FourThought Financial Partners, LLC 31,079 8.66 17,654 20.10
2025-08-07 13F Americana Partners, LLC 27,497 4.64 15,619 15.67
2025-07-22 13F Berger Financial Group, Inc Put 1,420 10.59
2025-07-14 13F Chapin Davis, Inc. 2,363 0.04 1,342 10.55
2025-07-17 13F Summit Financial Strategies, Inc. 14,176 11.04 8,052 22.73
2025-08-14 13F Wit, Llc 93,476 6.41 53,097 17.62
2025-08-08 13F Burling Wealth Partners, Llc 10,108 14.79 5,742 26.87
2025-08-14 13F Sequent Planning LLC 1,617 0.94 919 11.54
2025-07-24 13F Bryant Woods Investment Advisors, LLC 41,573 2.47 23,615 13.26
2025-08-14 13F Becker Capital Management Inc 12,047 12.36 6,864 24.56
2025-08-14 13F Scott Marsh Financial, LLC 5,352 3,040
2025-08-26 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 15,422 8,760
2025-07-22 13F Accel Wealth Management 5,281 6.67 3,000 17.89
2025-08-11 13F Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 94,007 3.72 53 15.22
2025-08-05 13F Sigma Planning Corp 101,616 2.43 57,721 13.22
2025-08-07 13F Midwest Trust Co 107,480 61,052
2025-07-18 13F Marino, Stram & Associates Llc 671 6.00 381 17.23
2025-07-17 13F Applied Capital LLC 53,565 3.18 30,426 14.04
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 23,094 22.47 13,118 35.38
2025-07-18 13F Ledgewood Wealth Advisors, LLC 8,733 0.05 4,960 10.59
2025-08-14 13F Common Fund For Nonprofit Organizations 134,121 3.94 76,185 14.89
2025-07-31 13F Buckingham Strategic Partners 46,072 40.15 26,170 54.92
2025-08-14 13F Wealth Preservation Advisors, LLC 422 6,933.33 240 7,866.67
2025-05-20 13F Blue Rock Wealth Management LLC 824 18.73 423 13.40
2025-07-22 13F Berger Financial Group, Inc 26,887 3.92 15,273 14.86
2025-08-13 13F Solidarilty Wealth, LLC 917 32.32 522 46.63
2025-08-05 13F Huntington National Bank 80,539 9.59
2025-08-14 13F/A Hutchinson Financial Advisors, INC 445 253
2025-07-22 13F Journey Beyond Wealth, LLC 51,773 4.61 29,409 15.63
2025-07-30 13F Forum Financial Management, LP 11,834 1.58 6,722 12.26
2025-09-05 13F/A Prospera Capital Management, LLC 22,710 9.73 12,940 21.66
2025-07-18 13F Naples Global Advisors, Llc 40,535 1.77 23,095 12.83
2025-08-12 13F Horizon Kinetics Asset Management Llc 3,247 1.88 1,844 12.65
2025-07-23 13F Ameliora Wealth Management Ltd. 2,030 12.34 1,153 24.25
2025-08-12 13F Integrated Advisors Network LLC 54,708 23.98 31,076 37.03
2025-08-05 13F Transatlantique Private Wealth Llc 726 412
2025-07-11 13F Professional Advisory Services Inc 3,135 2.72 2 0.00
2025-07-29 13F Signature Estate & Investment Advisors Llc 9,058 0.77 5,146 11.39
2025-07-30 13F Bleakley Financial Group, LLC 56,793 91.17 32,260 111.31
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 1,583 899
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 16,052 0.94 9,146 11.92
2025-08-08 13F ProVise Management Group, LLC 866 30.62 492 44.41
2025-08-12 13F PKS Advisory Services, LLC 2,301 44.26 1,288 57.14
2025-08-08 13F Kingsview Wealth Management, LLC 106,019 9.57 60,222 21.11
2025-07-24 13F Lee Financial Co 1,701 23.08 968 36.34
2025-07-16 13F GenWealth Group, Inc. 57,472 10.93 32,646 22.61
2025-08-13 13F Whalerock Point Partners, Llc 8,499 0.07 4,828 10.61
2025-08-12 13F WealthTrak Capital Management LLC 3,298 0.67 1,874 11.29
2025-08-08 13F Laurel Wealth Planning LLC 22,833 1.95 12,970 12.69
2025-08-18 13F Pacific Center for Financial Services 2,912 4.45 1,654 15.50
2025-07-29 13F Spectrum Investment Advisors, Inc. 36,120 2.84 20,517 13.67
2025-08-06 13F Van Cleef Asset Management,Inc 2,913 0.07 1,655 10.64
2025-07-29 13F Financial Futures Ltd Liability Co. 1,852 2.60 1,052 13.38
2025-07-25 13F Retirement Planning Group, Llc / Ny 1,154 11.18 658 23.26
2025-08-13 13F West Wealth Group, LLC 675 6.30 393 19.88
2025-08-11 13F Brown Brothers Harriman & Co 28,271 3.59 16,059 14.50
2025-07-11 13F Petredis Investment Advisors Llc 2,166 1,230
2025-05-29 NP Northern Lights Fund Trust - Ocean Park Domestic ETF 17,937 337.17 9,218 317.10
2025-07-24 13F Gilliland Jeter Wealth Management LLC 468 9.35 266 21.00
2025-07-17 13F Northwest Wealth Management, Llc 3,220 6.52 1,829 17.77
2025-08-05 13F Cherry Tree Wealth Management, LLC 4,139 2.27 2,351 13.08
2025-07-23 13F Schrum Private Wealth Management LLC 7,021 18.56 3,988 31.05
2025-08-13 13F Ofc Financial Planning, Llc 24,395 3.19 13,857 14.06
2025-07-18 13F Arcadia Wealth Management, LLC 6,086 16.66 3,457 28.94
2025-07-23 13F Woodside Wealth Management LLC 50,074 1.17 28,444 11.83
2025-08-13 13F Nicolet Bankshares Inc 41,710 87.21 23,693 106.94
2025-08-13 13F Transce3nd, LLC 37,257 2,073.69 21,165 2,318.74
2025-07-29 13F Wingate Wealth Advisors, Inc. 2,606 5.00 1,480 16.08
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 955 542
2025-07-10 13F Security National Bank 8,146 8.87 4,627 20.34
2025-07-14 13F Capital CS Group, LLC 5,018 25.99 2,851 39.30
2025-08-12 13F Nuveen, LLC 21,665 14.73 12,306 26.81
2025-08-12 13F Laurel Wealth Advisors LLC 2,313,917 59,094.60 4 -99.80
2025-07-08 13F Gillespie Robinson & Grimm Inc 17,489 3.28 9,934 14.16
2025-08-07 13F Cypress Capital, LLC 545 0.93 310 11.55
2025-07-30 13F D.a. Davidson & Co. 240,799 5.79 136,781 16.93
2025-08-08 13F Arvest Bank Trust Division 366 208
2025-08-14 13F Waterford Advisors, LLC 722 18.95 261 -16.40
2025-08-14 13F Fairview Capital Investment Management, Llc 2,034 0.54 1,155 11.16
2025-07-10 13F Orgel Wealth Management, LLC 5,919 9.53 3,362 21.07
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2 69,000 220.93 39,194 254.73
2025-07-24 13F Bernard Wealth Management Corp. 54 30
2025-07-31 13F Sage Mountain Advisors LLC 83,005 0.53 47,149 11.12
2025-08-12 13F Charles Schwab Investment Management Inc 1,382,627 9.64 785,374 21.18
2025-07-30 13F Studio Investment Management Llc 877 17.72 500 30.63
2025-07-28 13F Virtus Wealth Solutions LLC 3,294 11.47 1,871 23.19
2025-04-29 13F Financial Network Wealth Management LLC 4,777 0.13 2 0.00
2025-07-30 13F Phoenix Holdings Ltd. 13,138 10.66 7,471 22.44
2025-08-08 13F 1776 Wealth LLC 6,975 5.87 3,962 17.05
2025-07-25 13F Sharp Financial Services, LLC 45,266 3,334.45 25,713 3,697.93
2025-07-29 NP JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 169,633 4.63 91,900 3.76
2025-07-31 13F Dodds Wealth, LLC 31,485 0.41 17,884 10.98
2025-08-13 13F Northwestern Mutual Wealth Management Co 2,339,290 4.45 1,328,786 15.45
2025-08-18 13F Front Row Advisors LLC 50 900.00 28 1,300.00
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 917 1.44 521 12.28
2025-07-25 13F GFS Advisors, LLC 1,360 1.49 773 12.19
2025-08-12 13F Ames National Corp 3,091 3.69 1,756 14.63
2025-07-14 13F McMahon Financial Advisors, LLC 1,918 56.44 1,089 72.86
2025-07-16 13F Magnus Financial Group LLC 17,414 14.24 9,892 26.27
2025-08-08 13F L & S Advisors Inc 4,327 2,458
2025-07-11 13F Capital Advantage, Inc. 4,004 0.75 2,275 6.21
2025-07-31 13F Brighton Jones Llc 37,963 4.93 21,564 15.97
2025-08-19 13F Asset Dedication, LLC 8,091 8.10 4,596 19.47
2025-08-11 13F Invenio Wealth Partners Llc 22,849 12,979
2025-07-07 13F O'Connor Financial Group LLC 42,453 11.29 24,420 24.57
2025-08-14 13F NCM Capital Management, LLC 1,105 1.01 627 11.57
2025-07-15 13F Garrett Investment Advisors LLC 3,667 141.09 2,083 166.71
2025-08-11 13F Angeles Investment Advisors, LLC 1,435,331 0.97 815,311 11.61
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 32,314 0.43 18,356 7.95
2025-08-07 13F Weil Company, Inc. 46,907 133.78 26,645 158.40
2025-07-28 13F Founders Grove Wealth Partners, Llc 16,299 36.26 9,258 50.61
2025-08-14 13F Quantinno Capital Management LP 243,945 32.82 138,569 46.81
2025-07-11 13F Phillips Wealth Planners LLC 9,004 4.87 5,134 21.92
2025-07-14 13F Caitlin John, LLC 494 2.49 280 13.36
2025-07-25 13F Allspring Global Investments Holdings, LLC 473,777 19.78 268,996 31.85
2025-08-27 13F Seneca Financial Advisors LLC 409 0.74 233 11.54
2025-08-01 13F Private Wealth Partners, LLC 2,700 0.93 1,534 11.57
2025-07-31 13F Leavell Investment Management, Inc. 62,691 5.43 35,719 16.89
2025-08-14 13F Waterway Wealth Management, LLC 425 1.92 242 12.62
2025-08-13 13F Saiph Capital, LLC 28,400 136.02 16,132 160.91
2025-08-07 13F Samalin Investment Counsel, LLC 871 28.09 495 41.83
2025-08-04 13F Noesis Capital Mangement Corp 1,060 26.95 602 40.33
2025-08-14 13F Aprio Wealth Management, LLC 5,458 0.18 3,100 10.75
2025-07-16 13F Spirepoint Private Client, Llc 9,552 8.07 5,426 19.44
2025-06-30 NP Northern Lights Fund Trust - PFG US Equity Index Strategy Fund Class R 84,808 23.44 43,230 13.72
2025-07-23 13F Country Club Bank /gfn 4,078 11.09 2,312 23.31
2025-08-12 13F Fortis Capital Management LLC 4,931 53.95 2,801 70.21
2025-07-15 13F Attessa Capital LLC 11,412 69.62 6,482 87.50
2025-08-12 13F Holderness Investments Co 1,443 4.34 819 15.35
2025-07-28 13F Cypress Wealth Services, LLC 13,243 3.36 7,523 14.25
2025-07-22 13F Red Door Wealth Management, LLC 31,037 104.39 17,630 125.93
2025-07-29 13F Mezzasalma Advisors, LLC 3,494 0.17 1,985 10.71
2025-08-12 13F Seeds Investor Llc 21,589 23.09 12,263 36.06
2025-07-25 13F Griffin Asset Management, Inc. 1,356 7.53 770 18.83
2025-08-15 13F Great West Life Assurance Co /can/ 84,615 16.14 48 29.73
2025-08-05 13F Ellevest, Inc. 2,680 22.99 1,522 36.01
2025-07-09 13F Bulwark Capital Corp 806 458
2025-07-08 13F Ptm Wealth Management, Llc 3,663 3.07 2,107 29.76
2025-08-04 13F BLB&B Advisors, LLC 6,865 4.55 3,899 15.56
2025-07-30 13F Privium Fund Management (UK) Ltd 153,410 53.82 87,488 69.05
2025-07-11 13F Mallini Complete Financial Planning LLC 1,182 10.57
2025-07-30 13F/A KPP Advisory Services LLC 21,032 25.19 11,947 38.38
2025-07-18 13F Union Bancaire Privee, UBP SA 733 416
2025-08-14 13F Lazard Asset Management Llc 15,951 0.30 9 12.50
2025-08-01 13F GoalVest Advisory LLC 239,109 0.08 135,821 10.63
2025-07-10 13F Redhawk Wealth Advisors, Inc. 8,665 201.50 4,922 233.40
2025-08-14 13F First Commonwealth Financial Corp /pa/ 685 389
2025-08-08 13F WASHINGTON TRUST Co 162,672 2.80 92,403 13.62
2025-08-13 13F Keystone Financial Group 34,395 4.77 19,631 15.69
2025-08-11 13F Brass Tax Wealth Management, Inc 139,614 4.33 79,305 15.32
2025-07-02 13F HBW Advisory Services LLC 80,606 1.49 45,786 12.18
2025-08-04 13F Arkadios Wealth Advisors 39,968 11.58 22,703 23.33
2025-08-13 13F Level Four Advisory Services, Llc 56,416 15.67 32,046 27.85
2025-07-29 13F FLC Capital Advisors 2,145 6.24 1,218 17.45
2025-08-07 13F Prime Buchholz LLC 5,478 2.16 3,111 12.92
2025-07-18 13F Wetzel Investment Advisors, Inc. 24,974 1.29 14,229 12.30
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 532 4.52 302 15.71
2025-07-22 13F Woodmont Investment Counsel Llc 6,246 6.26 3,548 17.48
2025-08-14 13F Financial Advisory Service, Inc. 9,023 13.17 5,126 25.09
2025-07-25 13F MOKAN Wealth Management Inc. 2,149 17.24 1,221 29.48
2025-07-09 13F Goelzer Investment Management, Inc. 1,981 14.84 1,125 26.98
2025-08-12 13F one8zero8, LLC 637 78.93 362 98.35
2025-07-22 13F Wealthcare Advisory Partners LLC 145,195 33.00 82,475 47.00
2025-07-22 13F Vested Financial Planning, LLC 24,773 11.80 14,072 23.57
2025-07-09 13F Baron Wealth Management LLC 2,010 0.20 1,142 10.67
2025-08-06 13F Chancellor Financial Group WB LP 523 13.45 297 25.42
2025-08-14 13F Potentia Wealth 1,008 14.29 573 26.27
2025-07-14 13F Palacios Wealth Management, LLC 1,150 9.73 653 21.19
2025-07-29 13F Balboa Wealth Partners 9,069 73.87 5,151 92.20
2025-07-09 13F Efficient Frontier Advisors LLC 1,239 0.16 704 10.71
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 181,750 121.65 103,239 144.99
2025-07-09 13F Roth Financial Partners LLC 32,467 16.52 18,442 28.79
2025-07-16 13F Novem Group 4,400 40.35 2,499 55.12
2025-07-25 13F Ruedi Wealth Management, Inc. 3,101 0.10 1,761 10.62
2025-07-31 13F Aspen Capital Management, LLC 875 80.41 497 99.20
2025-08-07 13F Summit X, LLC 3,700 109.16 2,101 131.02
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,258,713 25.84 705,978 37.20
2025-07-18 13F Parkwoods Wealth Partners, LLC 1,349 86.58 766 106.47
2025-07-30 13F Fogel Capital Management, Inc. 396 225
2025-08-11 13F Culbertson A N & Co Inc 4,164 13.52 2,365 25.46
2025-07-31 13F Fedenia Advisers LLC 29,612 15.98 16,820 28.19
2025-08-08 13F eCIO, Inc. 1,436 816
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 1,921 6.72 1,091 17.95
2025-07-25 13F Libra Wealth Llc 2,870 0.74 1,630 11.34
2025-07-10 13F American Financial Advisors, LLC 494 2.07 280 12.90
2025-08-14 13F Mendel Capital Management LLC 21,262 0.56 12,078 11.14
2025-08-12 13F Terra Nova Asset Management LLC 6,996 48.72 3,974 64.42
2025-07-14 13F Foster Group, Inc. 2,929 24.80 1,664 37.89
2025-08-14 13F Aspen Grove Capital, LLC 21,604 30.29 12,311 44.45
2025-07-30 13F Eqis Capital Management, Inc. 4,432 8.41 2,517 19.86
2025-08-12 13F NFP Retirement, Inc. 21,780 6.11 12,371 17.28
2025-08-13 13F Crescent Grove Advisors, LLC 83,312 1.40 47,469 12.42
2025-08-08 13F Smithfield Trust Co 422,419 1.02 240 11.63
2025-07-17 13F Kavar Capital Partners Group, Llc 8,155 160.46 4,633 187.88
2025-07-28 13F Cornerstone Wealth Group, LLC 37,725 1.27 21,429 11.94
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 9,276 2.36 5,269 9.59
2025-08-06 13F Decker Retirement Planning Inc. 8,012 34,734.78 4,551 41,272.73
2025-08-12 13F Fairscale Capital, LLC 43,787 10.03 25,441 24.40
2025-08-07 13F Searle & Co. 405 230
2025-08-14 13F Sompo Japan Nipponkoa Asset Management Co.,ltd. 84,367 1.36 47,923 12.04
2025-07-07 13F Verde Capital Management 587 9.31 333 21.09
2025-08-18 13F/A Hudson Bay Capital Management LP 180,267 756.38 102,397 846.63
2025-08-04 13F Investment Management Associates Inc /adv 813 462
2025-08-06 13F SP Asset Management LLC 17,677 32.70 10,041 46.69
2025-08-04 13F Amplius Wealth Advisors, LLC 2,712 27.68 1,540 41.15
2025-07-29 13F Foster & Motley Inc 1,276 0.87 1
2025-08-06 13F Atlas Legacy Advisors, LLC 59,117 4.69 33,577 15.71
2025-08-13 13F M&t Bank Corp 479,022 6.18 272,099 17.36
2025-08-08 13F Advisors Capital Management, LLC 11,982 17.11 6,807 29.47
2025-08-12 13F Southeast Asset Advisors Inc. 45,274 1.37 25,717 12.04
2025-07-24 13F McKinley Carter Wealth Services, Inc. 10,894 28.15 6,188 41.67
2025-07-29 13F Rodgers & Associates, LTD 481 273
2025-07-15 13F Maseco Llp 40,567 23,040
2025-08-06 13F Atlantic Union Bankshares Corp 8,849 104.79 5,026 126.40
2025-07-28 13F Curated Wealth Partners LLC 56,663 5.93 32,186 17.08
2025-07-24 13F Eastern Bank 8,174 6.58 4,643 17.81
2025-08-14 13F Fortress Private Ledger, Llc 6,788 6.85 3,856 18.11
2025-07-18 13F Bartlett & Co. Wealth Management Llc 341,527 5.04 194,580 16.46
2025-07-17 13F Wagner Wealth Management, Llc 317 4.62 180 15.48
2025-07-28 13F Morris Financial Concepts, Inc. 3,048 2,830.77 1,731 3,166.04
2025-07-10 13F ARS Wealth Advisors Group, LLC 10,972 7.70 6,233 19.04
2025-07-22 13F Oak Hill Wealth Advisors, Llc 1,007 0.70 574 11.89
2025-07-17 13F Albion Financial Group /ut 306,248 6.69 173,958 17.92
2025-07-29 13F Ariston Services Group 9,606 0.16 5,457 10.69
2025-08-12 13F Stelac Advisory Services LLC 26,497 16.21 15,084 28.75
2025-07-31 13F Kornitzer Capital Management Inc /ks 7,753 7.71 4,404 19.03
2025-08-06 13F Blue Investment Partners LLC 390 222
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 108 1.89 60 11.11
2025-08-12 13F Martin Worley Group 3,369 15.73 1,914 27.87
2025-07-08 13F Chemistry Wealth Management LLC 2,679 0.19 1,522 10.70
2025-07-31 13F Strata Wealth Advisors, LLC 2,105 4.94 1,196 16.02
2025-05-02 13F Napatree Capital Llc 3,940 15.34 2,025 10.00
2025-07-21 13F Pflug Koory, LLC 139 4,533.33 79 7,800.00
2025-07-30 13F Paragon Advisors, LLC 699 1.90 397 12.78
2025-08-15 13F Resources Management Corp /ct/ /adv 1,915 3.35 1
2025-08-14 13F KKM Financial LLC 3,783 0.67 2,149 11.24
2025-07-17 13F Fifth Third Securities, Inc. 110,227 13.90 62,613 25.90
2025-07-28 13F Pandi, LLC 1,138,934 5.00 646,949 16.06
2025-08-14 13F Freestone Grove Partners LP 1,314,745 43.66 746,815 58.79
2025-08-07 13F 49 Wealth Management, Llc 1,941 3.85 1,103 14.79
2025-07-17 13F Walker Asset Management, LLC 2,132 25.49 1,211 38.72
2025-08-14 13F Premier Financial Group 51 30
2025-07-25 13F Ellis Investment Partners, LLC 3,298 6.42 1,873 17.65
2025-04-18 13F Wolf Group Capital Advisors 1,344 31.12 691 65.71
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 5,889 3.48 3,345 14.40
2025-08-14 13F Dimension Capital Management Llc 2,457 57.00 1,396 73.51
2025-07-11 13F LongView Wealth Management 7,618 6.99 4,327 18.29
2025-07-21 13F Qrg Capital Management, Inc. 61,982 15.36 35,208 27.51
2025-08-11 13F CFS Investment Advisory Services, LLC 4,154 13.03 2 100.00
2025-07-17 13F Oak Family Advisors, Llc 665 378
2025-08-18 13F Rexford Capital Inc 5,861 3,329
2025-07-16 13F Brown, Lisle/cummings, Inc. 979 8.30 556 19.83
2025-07-22 13F Aquire Wealth Advisors, LLC 1,345 12.46 764 24.43
2025-08-08 13F Pnc Financial Services Group, Inc. 154,364 6.09 87,683 17.26
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 1,985,564 9.32 1,127,860 20.83
2025-07-23 13F Equitable Trust Co 317,157 29.00 180,155 42.58
2025-08-11 13F Howard Wealth Management, Llc 7,258 0.50 4,123 11.08
2025-08-12 13F Summit Global Investments 8,028 1,066.86 5
2025-07-17 13F Archford Capital Strategies, LLC 817 1.74 464 12.62
2025-07-22 13F DAVENPORT & Co LLC 265,107 5.49 150,589 16.60
2025-07-15 13F Regatta Capital Group, Llc 1,756 997
2025-08-04 13F Simon Quick Advisors, Llc 142,093 9.62 80,713 21.17
2025-07-10 13F Cypress Point Wealth Management, LLC 21,228 64.93 12,058 82.31
2025-07-17 13F Lazari Capital Management, Inc. 853 7.57 484 18.92
2025-08-08 13F New England Capital Financial Advisors LLC 1 1
2025-08-28 13F/A Tolleson Wealth Management, Inc. 5,592 132.32 3,186 157.77
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 15,147 0.70 9 14.29
2025-08-14 13F Keystone Financial Services, LLC 2,096 1.01 1,190 11.63
2025-07-17 13F PMG Wealth Management, Inc. 459 4.56 261 15.56
2025-07-29 13F Ballast, Inc. 1,066 145.62 606 171.30
2025-07-15 13F North Star Investment Management Corp. 42,178 2.53 23,959 13.33
2025-07-30 13F Cambridge Capital Management, Llc 13,519 17.72 7,679 30.13
2025-08-13 13F Fort Sheridan Advisors Llc 25,320 19.64 14,382 32.24
2025-08-12 13F Ensign Peak Advisors, Inc 162,997 92,587
2025-07-17 13F Fiduciary Advisors, Inc. 21,635 8.83 12,289 20.30
2025-07-09 13F Bowman & Co S.C. 50,847 3.63 28,887 14.54
2025-07-15 13F Fifth Third Bancorp 602,096 2.14 342,009 12.89
2025-07-21 13F Sageworth Trust Co 343,974 5.75 195,388 16.89
2025-07-23 13F Proffitt & Goodson Inc 121,434 8.74 68,978 20.19
2025-07-10 13F Family Legacy Financial Solutions, LLC 233 132
2025-08-14 13F Clarity Capital Advisors, LLC 10,164 23.95 5,774 37.03
2025-07-10 13F Perkins Coie Trust Co 3,837 5.33 2,179 16.40
2025-07-31 13F Curio Wealth, Llc 482 11,950.00 274 4.20
2025-07-21 13F DHJJ Financial Advisors, Ltd. 1,559 10.41 885 22.07
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 8,677 3.03 4,929 13.86
2025-08-13 13F SageView Advisory Group, LLC 29,856 2.17 17,479 16.39
2025-07-21 13F Precedent Wealth Partners, Llc 15,504 18.09 8,806 30.52
2025-07-18 13F SigFig Wealth Management, LLC 66,349 0.41 37,616 11.45
2025-07-14 13F Kieckhefer Group Llc 2,143 47.69 1,217 63.36
2025-07-14 13F Ridgewood Investments LLC 7,192 1.91 4,085 12.63
2025-08-14 13F Jasper Ridge Partners, L.P. 119,835 6.63 68,070 17.86
2025-08-11 13F Diversified Portfolios, Inc. 3,538 8.06 2,009 19.44
2025-08-13 13F Continuum Advisory, LLC 17,920 35.22 10,179 49.46
2025-08-14 13F Ubs Asset Management Americas Inc 254,975 16.62 144,833 28.91
2025-07-28 13F CGC Financial Services, LLC 234 67.14 133 85.92
2025-07-15 13F Avaii Wealth Management, Llc 371 211
2025-08-05 13F Lincoln National Corp 389,179 1.01 221,065 11.65
2025-08-14 13F Lebenthal Global Advisors, LLC 675 10.84 384 22.76
2025-08-05 13F Smith Shellnut Wilson Llc /adv 32,701 2.58 18,575 13.39
2025-08-07 13F Alpha Cubed Investments, LLC 13,605 0.86 7,728 11.47
2025-08-14 13F Wick Capital Partners, LLC 24,845 802.14 4,337 206.43
2025-08-05 13F Bank Of Montreal /can/ 1,359,692 7.93 772,346 19.29
2025-07-31 13F Darden Wealth Group Inc 1,351 768
2025-08-12 13F Archer Investment Corp 5,919 4.15 3,362 15.14
2025-07-28 13F Harbour Investments, Inc. 413,827 16.44 235,066 28.70
2025-08-11 13F EMC Capital Management 85,218 26.09 48 41.18
2025-07-15 13F Graypoint LLC 36,986 21.57 21,009 34.37
2025-07-18 13F Pure Financial Advisors, Inc. 150,757 26.57 85,635 39.90
2025-08-08 13F CWS Financial Advisors, LLC 45,801 4.42 26,016 15.42
2025-07-31 13F Topsail Wealth Management, LLC 60,950 7.82 34,728 19.54
2025-08-07 13F Parkside Financial Bank & Trust 27,493 20.14 15,617 32.79
2025-08-14 13F Tudor Investment Corp Et Al 42,357 653.01 24,060 732.53
2025-08-13 13F Sepio Capital, LP 167,536 0.50 95,166 11.09
2025-08-12 13F Mustico Financial Group, Inc. 743 431
2025-07-23 13F Asset Planning Corporation 16,184 5.96 9,193 17.11
2025-07-17 13F Clear Point Advisors Inc. 2,283 9.18 1,297 20.67
2025-08-13 13F Per Stirling Capital Management, LLC. 25,576 233.32 14,528 268.43
2025-07-14 13F Sowell Financial Services LLC 22,044 6.40 12,522 17.60
2025-08-14 13F Vienna Asset Management LLC 3,721 2,114
2025-08-12 13F Journey Strategic Wealth Llc 27,411 100.12 15,570 121.20
2025-07-14 13F Park Avenue Securities Llc 40,945 26.13 23 43.75
2025-07-14 13F CRA Financial Services, LLC 15,583 12.61 8,852 24.47
2025-07-25 13F Investment Advisory Group, LLC 5,287 2.82 3,003 13.66
2025-07-31 13F Moloney Securities Asset Management, LLC 3,968 10.25 2,254 21.85
2025-07-30 13F Exencial Wealth Advisors, Llc 41,299 2.92 23,459 13.76
2025-07-22 13F Bay Harbor Wealth Management, LLC 72 800.00 41 925.00
2025-07-15 13F Family Investment Center, Inc. 7,003 4.34 3,978 15.34
2025-07-15 13F DB Fitzpatrick & Co, Inc 5,923 3.19 3,364 14.07
2025-08-13 13F Cheviot Value Management, LLC 3,262 13.90 1,911 28.79
2025-08-13 13F Fiduciary Group LLC 79,134 0.86 44,950 11.48
2025-08-08 13F Hudock, Inc. 13,965 4.74 7,933 15.76
2025-07-17 13F Vermillion Wealth Management, Inc. 5,409 0.39 3,073 10.98
2025-08-13 13F Taikang Asset Management (Hong Kong) Co Ltd 90,905 11.91 51,637 23.70
2025-07-09 13F VisionPoint Advisory Group, LLC 15,736 64.36 8,938 81.67
2025-07-14 13F Farmers & Merchants Investments Inc 37,013 9.07 21,024 20.55
2025-08-14 13F Kovitz Investment Group Partners, LLC 176,805 20.68 100,519 33.51
2025-08-14 13F Wimmer Associates 1, Llc 2,263 4.19 1,285 9.74
2025-07-29 13F Systelligence, LLC 42,602 24,199
2025-07-29 13F AssuredPartners Investment Advisors, LLC 31,085 3,627.22 17,657 4,025.47
2025-07-08 13F RMR Wealth Builders 171,843 3.33 97,912 14.56
2025-08-15 13F Blue Chip Partners, Inc. 2,167 1,231
2025-07-31 13F Prudent Man Advisors, LLC 1,455 7.78 826 19.19
2025-08-11 13F First American Trust, Fsb 10,335 10.16 5,871 21.76
2025-05-07 13F Horan Capital Advisors, LLC. 4,958 4.80 2,548 -0.08
2025-07-11 13F Trust Co Of Virginia /va 4,379 6.91 2,487 18.20
2025-07-21 NP GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 4,000 165.78 2,167 178.18
2025-07-14 13F S.A. Mason LLC 7,049 0.93 4,004 11.56
2025-08-05 13F Rockline Wealth Management, LLC 369 210
2025-07-22 13F SOL Capital Management CO 26,561 8.58 15 25.00
2025-07-24 13F Baxter Bros Inc 2,056 1,168
2025-07-17 13F Patton Albertson Miller Group, Llc 8,473 59.48 4,813 76.26
2025-08-14 13F Coastal Bridge Advisors, LLC 2,479 6.62 1,408 17.84
2025-07-15 13F Boyd Wealth Management, LLC 82,086 38.20 46,627 52.76
2025-08-13 13F McCollum Christoferson Group LLC 18,161 3.56 10,316 14.46
2025-08-06 13F Valtinson Bruner Financial Planning LLC 3,687 7.40 2,094 18.71
2025-08-04 13F FRG Family Wealth Advisors LLC 2,232 0.54 1,268 11.14
2025-08-04 13F Leeward Financial Partners, LLC 613 44.24 348 59.63
2025-07-25 13F Community Bank, N.A. 26,751 20.62 15,195 33.32
2025-08-13 13F Mackenzie Financial Corp 11,331 1.85 6,436 12.58
2025-08-04 13F Creative Financial Designs Inc /adv 15,207 7.00 8,638 18.27
2025-08-11 13F Rothschild Investment Llc 16,924 8.21 9,613 19.61
2025-08-05 13F Dunhill Financial, LLC 109,122 28.44 61,985 61.58
2025-07-22 13F Unique Wealth, Llc 4,494 111.58 2,553 133.91
2025-08-12 13F Titleist Asset Management, Llc 11,302 61.62 6,420 78.60
2025-07-30 13F Clune & Associates, Ltd. 17,139 6.70 9,736 17.94
2025-08-14 13F Crestmont Private Wealth LLC 94,561 2.28 53,714 13.05
2025-07-21 13F Monticello Wealth Management, Llc 10,942 2.47 6,215 13.27
2025-08-12 13F Sandhill Capital Partners LLC 2,462 12.47 1,398 24.38
2025-08-11 13F Bradley Foster & Sargent Inc/ct 19,516 19.11 11,085 31.65
2025-07-30 13F/A Old Point Trust & Financial Services N A 3,203 13.99 1,819 25.97
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 1,092 620
2025-08-13 13F Serenus Wealth Advisors, LLC 19,005 1.78 9,749 12.72
2025-08-04 13F Golden Road Advisors Llc 20,646 6.91 11,727 18.17
2025-08-11 13F New Age Alpha Advisors, LLC 1,953 40.00 1,109 54.89
2025-07-28 13F BRYN MAWR TRUST Co 121,582 41.44 69,062 56.33
2025-08-08 13F Avantax Advisory Services, Inc. 191,870 2.63 108,988 13.44
2025-07-14 13F Lakeshore Financial Planning, Inc. 37,073 0.73 21,058 11.34
2025-07-30 13F Principle Wealth Partners Llc 5,561 10.12 3,159 21.70
2025-07-29 13F Fundamentun, Llc 13,112 65.24 7,448 82.68
2025-08-05 13F Snider Financial Group 2,355 0.38 1,338 10.95
2025-08-11 13F Resurgent Financial Advisors LLC 404 2.28 229 13.37
2025-08-12 13F Ade, Llc 45,570 1.22 25,885 11.88
2025-08-06 13F Horan Securities, Inc. 3,106 1.60 1,764 12.36
2025-08-12 NP DFNDX - Kensington Defender Fund Institutional Class 32,686 18,567
2025-08-14 13F Prestige Wealth Management Group LLC 807 0.62 460 11.68
2025-08-18 13F Tyler-Stone Wealth Management 3,869 0.31 2,198 10.85
2025-07-25 13F Gw Henssler & Associates Ltd 5,322 0.53 3,023 11.14
2025-07-16 13F Paragon Capital Management Ltd 628 2.95 357 13.74
2025-08-14 13F Cura Wealth Advisors, Llc 1,946 15.83 1,105 28.04
2025-07-24 13F Brandywine Oak Private Wealth Llc 1,421 9.22 807 20.66
2025-07-17 13F Nova R Wealth, Inc. 381 216
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 1,165 16.04 662 28.10
2025-07-24 13F Tandem Capital Management Corp /adv 673 0.30 382 11.05
2025-08-15 13F CI Private Wealth, LLC 4,557,746 90.84 11,992,115 877.10
2025-07-10 13F Jackson Square Capital, Llc 1,551 113.64 881 136.56
2025-08-12 NP KHPI - Kensington Hedged Premium Income ETF 265,847 27.31 151,009 40.72
2025-08-12 13F Meridian Wealth Advisors, LLC 3,368 12.98 1,913 24.89
2025-08-05 13F Peregrine Asset Advisers, Inc. 11,439 10.58 6,498 22.22
2025-08-12 13F Nemes Rush Group LLC 1,264 0.32 718 10.82
2025-07-16 13F Cadent Capital Advisors, LLC 940 38.24 534 53.01
2025-07-14 13F Legacy Capital Group California, Inc. 617 13.84 351 25.90
2025-08-07 13F FJ Investments, LLC 2,165,268 14.17 1,229,937 26.19
2025-08-12 13F Blueprint Investment Partners LLC 4,435 2,519
2025-04-29 13F Callan Capital, LLC 3,528 0.48 1,813 -4.18
2025-08-13 13F Texas Capital Bancshares Inc/tx 147,123 1.83 83,570 12.56
2025-07-23 13F Richardson Capital Management LLC 3,598 44.09 2,044 59.24
2025-07-02 13F Waller Financial Planning Group, Inc 15,030 7.87 8,538 19.23
2025-08-08 13F Altfest L J & Co Inc 1,294 7.39 735 18.74
2025-07-25 13F Sovereign Financial Group, Inc. 9,321 21.32 5,295 34.09
2025-07-25 13F waypoint wealth counsel 38,563 4.89 21,905 15.93
2025-07-30 13F Black Diamond Financial, LLC 8,668 3.09 4,924 13.93
2025-07-07 13F Versant Capital Management, Inc 654 63.91 372 80.98
2025-07-14 13F Cherrydale Wealth Management, Llc 3,597 22.06 2,043 34.94
2025-07-15 13F Oxinas Partners Wealth Management LLC 505 7.91 287 19.17
2025-08-12 13F Jaffetilchin Investment Partners, LLC 12,069 0.02 6,855 10.56
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 94,495 15.40 53,677 27.56
2025-08-12 13F Absolute Capital Management, LLC 4,162 33.27 2,364 47.38
2025-07-09 13F Pines Wealth Management, LLC 736 4.84 424 32.19
2025-07-09 13F Hardin Capital Partners, LLC 5,440 15.94 3,089 28.08
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 4,123 0.66 2,343 11.36
2025-07-17 13F Neumann Capital Management, LLC 1,891 16.08 1,074 28.32
2025-08-13 13F KilterHowling LLC 46,704 2.00 26,529 11.56
2025-08-14 13F Garden State Investment Advisory Services LLC 2,455 0.74 1,398 11.40
2025-07-30 13F Insight Advisors, LLC/ PA 10,861 6.38 6,170 17.55
2025-08-04 13F Jim Saulnier & Associates, Llc 2,524 0.04 1,434 10.57
2025-07-16 13F TOWER TRUST & INVESTMENT Co 1,011 1.51 574 13.21
2025-08-04 13F Silver Coast Investments LLC 1,248 4.44 709 15.50
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 5,830 8.28 3,311 19.70
2025-07-31 13F BIP Wealth, LLC 5,909 6.53 3,356 17.75
2025-08-12 13F Calton & Associates, Inc. 9,351 14.51 5,311 26.57
2025-07-17 13F Grandview Asset Management LLC 1,537 119.89 1
2025-05-15 13F/A Orion Portfolio Solutions, LLC 153,937 2.35 79,109 -2.38
2025-07-15 13F Santori & Peters, Inc. 1,093 0.74 621 11.31
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 9,300 1.63 5,283 12.34
2025-08-15 13F First Heartland Consultants, Inc. 21,855 136.35 12,415 161.24
2025-07-22 13F Old National Bancorp /in/ 526,772 2.93 299,222 13.77
2025-08-14 13F Synovus Financial Corp 60,502 10.84 34,383 22.57
2025-08-14 13F Pennington Partners & Co., Llc 6,402 3.42 3,648 14.65
2025-08-18 13F/A National Bank Of Canada /fi/ 94,879 82.09 53,886 101.19
2025-08-14 13F Harvest Investment Services, LLC 1,323 231.58 751 266.34
2025-07-25 13F St. Louis Trust Co 64,178 8.85 36,455 20.31
2025-07-22 13F MGO Private Wealth, LLC 64,417 13.11 36,591 25.03
2025-08-12 13F YANKCOM Partnership 20,876 3.30 11,859 14.18
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 1,237 7.66 702 18.98
2025-08-14 13F Icon Wealth Advisors, LLC 1,705 968
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 5,073 2.24 2,881 13.02
2025-08-12 13F AlphaCore Capital LLC 86,379 45.17 49,216 60.95
2025-05-01 13F Lane & Associates LLC 1,770 18.08 910 9.65
2025-07-21 13F Sageworth Trust Co of South Dakota 14,633 5.37 8,312 16.47
2025-08-14 13F Fairfax Financial Holdings Ltd/ Can 72,900 41,404
2025-08-04 13F AMG National Trust Bank 269,806 12.01 153,258 23.81
2025-07-29 13F Consilio Wealth Advisors, Llc 6,304 13.63 3,574 25.36
2025-07-09 13F Mirador Capital Partners LP 647 48.74 368 64.57
2025-07-21 13F Mechanics Financial Corp 149 7.97 85 20.00
2025-07-09 13F First Financial Corp /in/ 51,754 7.56 29,398 18.88
2025-07-10 13F Sovran Advisors, LLC 15,231 297.57 8,685 368.70
2025-08-19 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Buffered S&P 500 Fund - May/Nov Service Shares 1,800 5.88 1,022 17.07
2025-07-15 13F Herbst Group, Llc 2,420 24.10 1,375 37.13
2025-08-14 13F Peak Asset Management, LLC 14,296 2.83 8,121 13.66
2025-07-10 13F Weinberger Asset Management, Inc 3,291 6.47 1,869 17.70
2025-07-10 13F Compton Wealth Advisory Group, LLC 2,558 41.48 1,453 56.40
2025-07-18 13F Lockerman Financial Group, Inc. 1,003 6.82 570 18.05
2025-08-14 13F Allred Capital Management, LLC 1,970 7.42 1,119 18.79
2025-07-18 13F SOA Wealth Advisors, LLC. 51,685 13.63 29,359 25.60
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 24,444 9.34 13,885 20.87
2025-08-14 13F Heritage Wealth Management, Inc. 4,098 3.51 2,328 14.41
2025-07-28 13F Axxcess Wealth Management, Llc 30,117 34.93 17,107 49.13
2025-07-15 13F Norden Group Llc 501 11.33 285 22.94
2025-08-07 13F Guardian Partners Inc. 500 6.38 287 23.81
2025-07-18 13F RKL Wealth Management LLC 8,391 3.64 4,766 14.57
2025-08-13 13F Quadrant Capital Group Llc 7,462 22.31 4,239 35.18
2025-07-09 13F Key Client Fiduciary Advisors, LLC 4,768 9.16 2,708 20.68
2025-08-13 13F Jones Financial Companies Lllp 13,185,471 23.40 7,475,784 36.95
2025-08-12 13F Wulff, Hansen & Co. 1,966 1,117
2025-08-13 13F First Trust Advisors Lp 6,876 117.39 3,906 140.31
2025-07-30 13F Princeton Global Asset Management LLC 3,003 24.86 1,706 38.06
2025-08-07 13F Clarity Wealth Advisors, LLC 3,538 26.49 2,010 39.81
2025-08-12 13F Hill Investment Group Partners, LLC 2,170 1,233
2025-07-22 13F Tandem Investment Partners LLC 2,058 1,169
2025-08-12 13F Landing Point Financial Group, LLC 12,451 0.13 7,073 10.67
2025-08-13 13F RIA Advisory Group LLC 433 2.36 246 12.90
2025-07-08 13F Canandaigua National Trust Co of Florida 639 37.72 363 52.10
2025-08-07 13F Proficio Capital Partners LLC 226,536 8.11 128,679 16.58
2025-07-16 13F Kooman & Associates 2,794 0.04 1,587 10.59
2025-07-10 13F Envision Financial LLC 30,513 3.02 17,332 13.88
2025-08-14 13F Wilkins Miller Wealth Management, LLC 1,957 29.69 1,112 43.35
2025-07-30 13F BlueChip Wealth Advisors LLC 6,964 96.95 3,956 117.67
2025-08-14 13F MGB Wealth Management, LLC 358 3,480.00 203 3,940.00
2025-07-22 13F Simplicity Wealth,LLC 120,921 29.28 68,687 42.90
2025-08-12 13F LPL Financial LLC 6,115,211 7.84 3,473,623 19.20
2025-07-30 13F Sloy Dahl & Holst, LLC 700 6.54 398 17.80
2025-08-12 13F LPL Financial LLC Put 1,000 11.11 568 22.94
2025-07-23 13F REAP Financial Group, LLC 244 11.93 139 23.21
2025-08-14 13F Hurley Capital, LLC 9,913 11.26 5,631 22.97
2025-08-11 13F Tidemark, LLC 1,781 2.18 1,011 12.96
2025-07-08 13F First National Corp /ma/ /adv 7,052 2.86 4,006 13.68
2025-08-12 13F Cornerstone Wealth Management, LLC 6,757 1.32 3,838 11.96
2025-08-06 13F ETF Store, Inc. 1,036 0.68 588 11.36
2025-07-16 13F Old North State Wealth Management, LLC 2,893 169.37 1,645 197.47
2025-07-16 13F Crown Wealth Group, LLC 1,731 142.44 983 168.58
2025-07-22 13F Grimes & Company, Inc. 11,056 17.11 6,280 29.46
2025-07-09 13F Gilman Hill Asset Management, LLC 1,548 104.22 879 125.96
2025-07-17 13F Tempus Wealth Planning, LLC 405 230
2025-07-30 NP ENDW - Cambria Endowment Style ETF 2,798 1,516
2025-07-31 13F LJI Wealth Management, LLC 3,404 7.99 1,933 19.39
2025-08-14 13F GWM Advisors LLC 531,966 6.19 302,173 17.37
2025-07-08 13F GK Wealth Management LLC 358 204
2025-07-28 13F IFG Advisors, LLC 82,678 16.77 46,964 29.07
2025-07-25 13F Dynamic Financial Group 556 21.93 316 34.62
2025-08-14 13F Alliancebernstein L.p. 1,210,576 20.80 687,643 33.52
2025-08-08 13F Fortis Group Advisors, LLC 1,781 705.88 1,032 812.39
2025-08-13 13F MBM Wealth Consultants, LLC 76,620 1.79 43,522 12.51
2025-07-23 13F Fulton Breakefield Broenniman Llc 1,415 69.87 804 87.62
2025-07-16 13F Randolph Co Inc 368 209
2025-08-11 13F Strategic Equity Management 481 273
2025-07-11 13F Pioneer Wealth Management Group 627 55.97 356 72.82
2025-08-11 13F Lighthouse Financial LLC 1,063 23.32 604 36.43
2025-08-14 13F Harwood Advisory Group, LLC 551 0.73 314 6.10
2025-07-29 NP JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 131,121 7.19 71,036 6.29
2025-08-12 13F Cooper/haims Advisors, Llc 4,948 3.67 2,811 14.55
2025-07-07 13F RDA Financial Network 794 6.15 451 17.45
2025-08-07 13F PFG Advisors 677,423 1,230.37 162,910 522.55
2025-04-11 13F Permanent Capital Management, LP 133,173 15.80 68,439 10.45
2025-07-25 13F M.e. Allison & Co., Inc. 2,576 136.11 1,463 161.25
2025-08-12 13F Braun Stacey Associates Inc 33,455 0.75 19,003 11.36
2025-07-09 13F Bank of New Hampshire 15,379 10.36 8,736 21.98
2025-08-07 13F Rossmore Private Capital 24,119 9.64 13,700 21.19
2025-07-31 13F Oppenheimer & Co Inc 78,733 8.32 44,723 19.73
2025-08-01 13F Wealth Watch Advisors, INC 14,220 5.47 8,077 16.57
2025-08-12 13F O'shaughnessy Asset Management, Llc 90,276 5.54 51,279 16.66
2025-08-14 13F Diversify Wealth Management, Llc 34,877 3.52 20,605 20.03
2025-08-14 13F Family Management Corp 2,591 27.07 1,472 40.50
2025-07-08 13F Parallel Advisors, LLC 48,911 23.57 27,783 36.58
2025-08-07 13F Addison Advisors LLC 1,448 14.92 823 27.05
2025-08-13 13F Elgethun Capital Management 387 0.52 220 11.17
2025-07-22 13F CPR Investments Inc. 16,461 82.19 9,350 101.42
2025-07-29 NP JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 171,136 5.61 92,715 4.73
2025-07-23 13F Viewpoint Capital Management LLC 19,585 0.90 11,125 11.53
2025-07-29 13F Burford Brothers, Inc. 897 0.22 510 10.65
2025-08-06 13F Smart Money Group LLC 2,098 10.30 1,192 21.90
2025-08-22 13F Carter Financial Group, INC. 1,625 170.83 923 270.68
2025-08-27 NP PRUDENTIAL SERIES FUND - PSF PGIM Ballast Portfolio Class I 250 142
2025-05-29 NP GLBIX - Leuthold Global Fund Institutional Class Short -45 -23
2025-07-07 13F Rf&l Wealth Management, Llc 8,323 2.37 4,727 13.17
2025-08-14 13F Abbot Financial Management, Inc. 435 247
2025-07-21 13F Successful Portfolios LLC 638 5.80 363 17.15
2025-08-01 13F Equita Financial Network, Inc. 5,040 11.73 2,863 23.47
2025-07-02 13F InvesTrust 39,239 22,289
2025-07-09 13F Burt Wealth Advisors 4,286 7.63 2,435 18.96
2025-08-15 13F Alaethes Wealth LLC 3,826 5.63 2,180 17.09
2025-08-04 13F Merkkuri Wealth Advisors LLC 646 3.69 367 14.69
2025-08-07 13F Fund Evaluation Group, LLC 218,394 14.27 124,054 26.31
2025-07-14 13F Sweeney & Michel, Llc 549 1.29 315 27.13
2025-08-14 13F Greenline Partners, LLC 16,300 492.73 9,259 275.12
2025-08-15 13F Lgl Partners, Llc 2,572 42.34 1,495 61.10
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 7,339 0.52 4,169 11.12
2025-07-23 13F Citizens National Bank Trust Department 3,240 46.28 1,840 61.69
2025-07-17 13F Catalytic Wealth RIA, LLC 17,032 9.60 9,675 21.14
2025-08-06 13F TKG Advisors, LLC 1,579 68.34 897 86.28
2025-08-13 13F Integrity Investment Advisors, LLC 6,457 714.25 3,668 800.98
2025-07-22 13F Romano Brothers And Company 44,887 1.02 25,497 11.67
2025-08-13 13F Oxler Private Wealth LLC 64,277 21.89 36,512 34.73
2025-08-14 13F Susquehanna International Group, Llp Call 441,200 19.76 250,615 32.37
2025-08-07 13F Resolute Advisors LLC 79,465 0.16 45,277 11.05
2025-08-21 13F Clarion Wealth Managment Partners, LLC 866 492
2025-07-11 13F Farther Finance Advisors, LLC 324,438 13.45 184,290 24.94
2025-07-11 13F Bond & Devick Financial Network, Inc. 535 0.38 304 10.99
2025-08-13 13F Balance Wealth, LLC 16,782 9.04 9,533 20.52
2025-04-28 13F Redmont Wealth Advisors Llc 56 29
2025-08-04 13F Flagship Harbor Advisors, Llc 24,835 8.03 14,107 19.41
2025-08-08 13F Advisory Resource Group 1,438 3.68 817 14.61
2025-08-12 13F Pfc Capital Group, Inc. 7,952 108.06 5 300.00
2025-07-18 13F Rolek Wealth Management LLC 83,552 1.95 47,460 17.20
2025-08-14 13F Park Presidio Capital Llc 38,938 1.97 22,118 12.70
2025-08-12 13F Minot DeBlois Advisors LLC 7,911 2.30 4,494 13.06
2025-07-18 13F Consolidated Planning Corp 8,999 306.09 5,112 349.12
2025-07-16 13F Flower City Capital 24,555 13.98 13,991 26.37
2025-08-11 13F Citigroup Inc 3,173,596 22.39 1,802,698 35.27
2025-07-21 13F 25 Llc 8,237 2.73 4,679 13.57
2025-07-18 13F PFG Investments, LLC 14,445 32.22 8,205 46.15
2025-08-08 13F Foundations Investment Advisors, LLC 70,448 34.60 40,017 48.78
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 875,114 8.35 503,383 21.27
2025-08-26 NP LCORX - Leuthold Core Investment Fund Retail Class 0 -100.00 0 -100.00
2025-07-18 13F Citrine Capital LLC 1,149 36.46 653 50.93
2025-07-23 13F Tcfg Wealth Management, Llc 1,641 101.10 932 122.43
2025-07-17 13F Campion Asset Management LLC 1,273 15.73 723 27.96
2025-08-05 13F Astra Wealth Partners LLC 7,382 14.24 4,193 26.30
2025-07-10 13F Financial Management Network Inc 1,470 1.03 846 25.37
2025-07-17 13F Greenleaf Trust 80,017 9.23 45,452 20.74
2025-07-09 13F Chesley Taft & Associates LLC 3,481 16.46 1,977 28.71
2025-07-22 13F Sage Financial Group Inc 81,923 34.67 46,535 48.85
2025-08-04 13F Fortune 45 LLC 121,595 5.41 69,070 16.51
2025-07-23 13F Next Level Wealth Planning, LLC 86,626 6.58 49,206 17.81
2025-08-08 13F Glassman Wealth Services 282,133 0.06 160,260 10.60
2025-07-23 13F Trueblood Wealth Management, LLC 3,639 26.05 2,067 39.38
2025-08-12 13F Coston, McIsaac & Partners 1,643 48.15 1
2025-08-14 13F TCG Advisory Services, LLC 17,079 6.70 9,702 17.93
2025-08-06 13F Nicholas Hoffman & Company, LLC. 1,279,348 23.07 726,708 36.03
2025-08-12 13F Running Point Capital Advisors, LLC 30,201 25.23 17,155 38.42
2025-07-30 13F Caliber Wealth Management, LLC / KS 35,434 15.41 20,128 27.56
2025-07-31 13F WFA Asset Management Corp 269 7.17 134 11.67
2025-08-07 13F CENTRAL TRUST Co 86,018 1.14 48,861 11.80
2025-07-16 13F Stephenson National Bank & Trust 76,263 0.09 43,320 10.63
2025-08-13 13F Silphium Asset Management Ltd 99,530 56,536
2025-04-22 13F Rappaport Reiches Capital Management, LLC 2,885 1.94 1,483 -2.82
2025-07-17 13F One Wealth Advisors, LLC 624 2.13 354 13.10
2025-08-11 13F Novak & Powell Financial Services, Inc. 532 2.70 302 13.53
2025-07-17 13F KWB Wealth 19,166 0.12 9,849 -4.51
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 28,969 561.69 16,455 628.74
2025-08-13 13F Capital Analysts, Inc. 4,617 37.17 3 100.00
2025-08-14 13F Aureus Asset Management, LLC 354 201
2025-08-14 13F Spectrum Financial Alliance Ltd LLC 469 274
2025-07-11 13F Sherrill & Hutchins Financial Advisory, Inc 1,033 0.88 587 11.41
2025-07-11 13F Diversified Trust Co 801,321 0.39 455,174 10.96
2025-08-14 13F Waters Parkerson & Co., Llc 10,851 1.39 6,164 12.07
2025-05-02 13F Cable Hill Partners, LLC 498 6.18 254 0.79
2025-07-29 NP JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 170,042 7.99 92,122 7.09
2025-08-12 13F Wood Tarver Financial Group, LLC 229 8.02 0 -100.00
2025-08-08 13F Hartland & Co., LLC 1,177,459 0.86 668,858 11.49
2025-08-14 13F Bbr Partners, Llc 57,964 3.14 32,925 14.01
2025-07-17 13F LVW Advisors, LLC 5,903 1.64 3,353 12.37
2025-08-01 13F Bank of Jackson Hole Trust 279 5.28 158 9.72
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 9,877 75.65 5,611 94.15
2025-08-06 13F Founders Financial Securities Llc 16,630 45.65 9,446 63.37
2025-07-07 13F Global Wealth Strategies & Associates 239,365 1.78 135,967 12.50
2025-08-14 13F Mpwm Advisory Solutions, Llc 1,156 0.61 657 11.19
2025-08-18 13F Finward Bancorp 11,182 4.88 6,352 15.92
2025-07-30 13F Mason & Associates, LLC 353 201
2025-08-11 13F Empirical Finance, LLC 1,679 0.36 954 10.94
2025-07-30 13F IMG Wealth Management, Inc. 9,135 4.92 5,189 15.96
2025-07-23 13F Roundview Capital LLC 105,790 0.01 60,092 10.54
2025-08-07 13F Efficient Advisors, LLC 181,106 4.31 102,874 15.29
2025-08-14 13F Norinchukin Bank, The 362,580 22.92 205,956 35.86
2025-07-22 13F Compass Financial Group, INC/SD 165,940 9.81 94,259 21.38
2025-08-18 13F/A Kestra Investment Management, LLC 8,060 8.55 4,579 20.00
2025-07-30 13F Capital Investment Services of America, Inc. 919 2.22 522 12.99
2025-07-10 13F High Net Worth Advisory Group LLC 44,389 2.63 25,219 13.44
2025-08-08 13F Cetera Investment Advisers 1,565,406 7.62 889,198 18.95
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 1,655 2.22 940 12.98
2025-08-08 13F Capital Investment Advisory Services, LLC 4,740 4.57 2,692 15.59
2025-08-12 13F Centric Wealth Management 33,760 19,775
2025-08-14 13F Aqr Capital Management Llc 284,575 90.04 161,647 110.05
2025-07-14 13F Rooted Wealth Advisors, Inc. 80,943 4.54 46,398 28.72
2025-07-30 13F Syntegra Private Wealth Group, LLC 117,235 2,377.49 66,593 2,639.28
2025-07-10 13F Brooklyn FI, LLC 53,671 18.91 30,487 19.32
2025-04-02 13F Marcum Wealth, LLC 29,530 1.64 15,176 -3.06
2025-07-16 13F TCI Wealth Advisors, Inc. 5,502 16.40 3,125 28.65
2025-05-01 13F Stillwater Wealth Management Group 473 3.28 243 -1.22
2025-08-06 13F Geometric Wealth Advisors 2,497 0.77 1,418 11.39
2025-08-14 13F EP Wealth Advisors, Inc. 308,707 67.10 175,355 84.70
2025-08-04 13F Mayflower Financial Advisors, LLC 9,295 2.90 5,280 13.72
2025-07-28 13F Naviter Wealth, LLC 5,010 10.11 2,855 22.38
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 63,871 1.96 36,281 12.69
2025-07-21 13F HighMark Wealth Management LLC 16,066 2,462.36 9,123 2,733.23
2025-07-25 13F M3 Advisory Group, LLC 9,757 10.42 5,543 22.04
2025-07-16 13F RWM Asset Management, LLC 3,095 0.03 1,758 10.57
2025-07-29 13F LMG Wealth Partners, LLC 1,453 825
2025-08-12 13F Maripau Wealth Management Llc 3,767 16.91 2,140 29.24
2025-08-12 13F Guerra Advisors Inc 1,359 36.04 772 50.29
2025-08-05 13F Bridgewater Advisors Inc. 18,379 0.55 10,732 15.23
2025-08-14 13F Visionary Wealth Advisors 26,410 11.10 15,002 22.80
2025-07-15 13F Colonial River Wealth Management, LLC 836 52.55 481 70.82
2025-08-06 13F Rps Advisory Solutions Llc 1,923 29.58 1,092 43.31
2025-07-14 13F Parkshore Wealth Management, Inc. 1,113 1.18 632 11.86
2025-04-17 13F Montecito Bank & Trust 4,507 4.60 2,316 -0.22
2025-08-12 13F Weaver Consulting Group 5,369 0.04 3,050 10.55
2025-07-22 13F MBL Wealth, LLC 5,591 3.61 3,176 14.50
2025-07-23 13F GGM Financials LLC 3,294 1,871
2025-08-14 13F Sentinus, LLC 7,541 89.76 4,284 109.75
2025-08-13 13F Boston Family Office Llc 57,065 3.77 32 14.29
2025-08-13 13F Mayfair Advisory Group, LLC 705 14.63 413 31.11
2025-08-07 13F Tillman Hartley LLC 2,823 109.58 1,604 131.65
2025-07-31 13F Kathleen S. Wright Associates Inc. 45,264 3.27 25,711 14.14
2025-08-07 13F Altman Advisors, Inc. 1,134 644
2025-08-11 13F Mach-1 Financial Group, Inc. 1,196 130.44 680 154.31
2025-08-04 13F Quaker Wealth Management, LLC 46 26
2025-07-29 13F Parthenon Llc 14,335 1.93 8,143 12.66
2025-07-24 13F Thompson Investment Management, Inc. 44 15.79 25 26.32
2025-08-08 13F MTM Investment Management, LLC 4,469 93.63 2,539 113.28
2025-08-13 13F/A DLD Asset Management, LP Call 500 284
2025-08-08 13F IMA Wealth, Inc. 4,926 3.71 2,800 14.71
2025-07-21 13F Jackson Wealth Management, LLC 61,006 3.58 34,653 14.48
2025-08-12 13F Willis Investment Counsel 389 221
2025-08-13 13F/A DLD Asset Management, LP Put 600 341
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 77,215 43,860
2025-08-13 13F Johnson Financial Group, Inc. 3,424 25.01 1,951 38.59
2025-07-09 13F GSG Advisors LLC 12,664 0.36 7,193 14.23
2025-07-02 13F First Financial Bank - Trust Division 1,855 0.16 1,054 10.73
2025-08-14 13F Menora Mivtachim Holdings Ltd. 23,987 166.91 13,625 195.04
2025-07-29 13F Regions Financial Corp 385,606 9.22 219,036 20.72
2025-07-18 13F Impact Capital Partners LLC 1,202 4.07 683 15.01
2025-08-14 13F Caerus Investment Advisors, LLC 28,750 0.05 16,331 10.58
2025-08-01 13F Integral Investment Advisors, Inc. 57,760 1.96 32,809 12.70
2025-08-01 13F Advisory Alpha, LLC 10,399 4.41 5,908 15.42
2025-07-24 13F KFA Private Wealth Group, LLC 5,735 11.32 3,258 23.04
2025-08-14 13F Benjamin Edwards Inc 24,502 54.51 13,918 70.79
2025-07-23 13F Tectonic Advisors Llc 197,399 5.74 112,129 16.88
2025-08-07 13F Montag A & Associates Inc 38,830 3.04 22,124 14.25
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 45,000 9.76 25,561 21.31
2025-08-14 13F Pine Harbor Wealth Management, LLC 1,607 0.75 913 11.34
2025-07-24 13F WMG Financial Advisors, LLC 5,181 9.51 2,943 21.02
2025-08-07 13F Roberts Glore & Co Inc /il/ 5,073 4.21 2,881 15.19
2025-07-28 13F WealthPlan Investment Management, LLC 2,205 1,253
2025-07-23 13F Cfm Wealth Partners Llc 8,221 0.82 4,670 11.43
2025-07-30 13F/A Divergent Planning, LLC 469 266
2025-07-14 13F GAMMA Investing LLC 2,003 21.17 1,138 33.92
2025-07-10 13F YHB Investment Advisors, Inc. 16,128 0.93 9,161 11.56
2025-07-23 13F Triasima Portfolio Management inc. 6,835 5.15 3,882 16.23
2025-07-17 13F Willow Creek Wealth Management Inc. 2,691 85.46 1,529 104.83
2025-08-07 13F Tfo-tdc, Llc 11,130 32.06 6,322 45.97
2025-07-31 13F Future You Wealth Llc 8,636 687.24 4,906 774.33
2025-07-29 13F Calamos Wealth Management LLC 8,397 15.88 4,770 28.10
2025-07-30 13F Capital Wealth Alliance, LLC 7,919 1.90 4,498 12.65
2025-07-17 13F Gleason Group, Inc. 354,949 40.54 201,622 55.34
2025-08-04 13F Twin City Private Wealth, Llc 1,754 1.45 999 12.50
2025-07-14 13F Golden State Equity Partners 10,926 7.63 6,206 18.98
2025-08-07 13F Greystone Financial Group, LLC 3,037 36.56 1,725 51.05
2025-08-01 13F Alexander Labrunerie & Co., Inc. 38,614 64.27 21,934 81.58
2025-07-10 13F Secure Asset Management, LLC 42,185 15.99 23,962 28.20
2025-08-12 13F Spectrum Wealth Advisory Group, LLC 1,815 1,031
2025-07-08 13F Lpwm Llc 2,408 0.33 1,368 10.87
2025-07-23 13F Laraway Financial Inc 509 5.17 289 16.53
2025-07-18 13F Warren Street Wealth Advisors, LLC 156,068 7.18 88,651 18.47
2025-07-29 13F Latitude Advisors, LLC 3,397 21.76 1,930 34.61
2025-07-29 NP JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 3,066 6.09 1,661 5.26
2025-08-12 13F Legacy Financial Group, Inc. 583 8.36 331 19.93
2025-08-13 13F Thomist Capital Management, LP 2,812 1,594
2025-08-13 13F Acorns Advisers, LLC 8,847,296 4.73 5,026 15.76
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 7,539 12.42 4,282 24.26
2025-07-31 13F Opes Wealth Management LLC 1,843 42.43 1,047 57.53
2025-07-23 13F Seamount Financial Group Inc 8,295 13.43 4,712 25.36
2025-07-25 13F LRI Investments, LLC 6,242 0.21 3,545 10.78
2025-08-11 13F Independent Advisor Alliance 1,917 1,089
2025-07-28 13F Callahan Advisors, LLC 749 0.27 425 10.97
2025-08-07 13F PCG Wealth Advisors, LLC 1,201 5.07 682 16.01
2025-07-22 13F Noble Family Wealth, LLC 1,320 750
2025-07-15 13F Fortitude Family Office, LLC 21,044 397.85 11,954 450.32
2025-08-14 13F Two Sigma Investments, Lp 57,090 181.23 32,429 210.85
2025-07-28 13F RMR Capital Management, LLC 395 0.51 224 11.44
2025-08-15 13F Tower Research Capital LLC (TRC) 41,477 17.15 23,560 28.87
2025-07-25 13F PrairieView Partners, LLC 1,322 39.30 1
2025-08-13 13F/A Claudia M.p. Batlle, Crp (r) Llc 734 1.10 417 11.53
2025-07-29 13F United Bank 465 264
2025-07-29 13F Sincerus Advisory, LLC 620 56.17 363 77.94
2025-07-10 13F Pacific Asset Management, LLC 2,410 2.68 1,369 13.43
2025-07-23 13F Mullooly Asset Management, Inc. 821 4.59 466 15.63
2025-07-29 13F Private Wealth Management Group, LLC 562 3.69 319 14.75
2025-08-13 13F Luminist Capital LLC 12,373 154,562.50 7,025 175,525.00
2025-07-24 13F Louisbourg Investments Inc. 11,785 5.21 6,694 16.30
2025-08-12 13F Mystic Asset Management, Inc. 2,337 2.01 1,327 12.74
2025-07-23 13F Winthrop Advisory Group LLC 4,856 14.23 2,767 26.69
2025-07-18 13F Financial Consulate, Inc 5,916 0.07 3,360 10.60
2025-08-06 13F Legacy Wealth Managment, LLC/ID 96 1.05 55 12.50
2025-08-14 13F Connecticut Wealth Management, LLC 22,812 12.99 12,958 24.89
2025-08-07 13F Legacy Financial Advisors, Inc. 773 0.91 439 11.70
2025-05-28 13F Silicon Valley Capital Partners 2,187 6.06 1,117 0.54
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 70,150 2.52 39,847 13.32
2025-08-13 13F Generation Capital Management LLC 9,391 1.04 5,334 11.68
2025-08-15 13F Provenance Wealth Advisors, LLC 4,843 1.57 2,751 12.24
2025-05-29 NP Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 33,403 12.66 17,166 7.46
2025-08-13 13F Independent Family Office, LLC 18,517 28.16 10,774 45.11
2025-07-23 13F Trifecta Capital Advisors, LLC 1,982 43.21 1,126 58.23
2025-08-12 13F Gitterman Wealth Management, LLC 97,886 2.58 55,607 13.38
2025-08-07 13F Flagship Wealth Advisors, Llc 7,612 87.67 4,324 107.44
2025-08-07 13F Factory Mutual Insurance Co 136,200 182.57 77,366 212.33
2025-08-05 13F Ciovacco Capital Management LLC 121,615 30.51 69,081 44.26
2025-08-11 13F Avantax Planning Partners, Inc. 3,712 9.85 2,109 21.43
2025-07-30 13F Rehmann Capital Advisory Group 72,158 2.64 40,988 13.46
2025-08-06 13F Souders Financial Advisors 94,673 3.72 53,777 14.64
2025-07-29 13F Harbor Asset Planning, Inc. 97 55
2025-07-16 13F EdgeRock Capital LLC 19,085 10,841
2025-07-23 13F Bear Mountain Capital, Inc. 57,981 2.60 33,450 16.19
2025-07-29 13F Northeast Investment Management 105,733 2.32 60,060 13.09
2025-07-31 13F Warburton Capital Management, LLC 385 0
2025-08-12 13F Cynosure Management, Llc 57,392 0.91 32,600 11.54
2025-08-13 13F Northern Trust Corp 419,995 15.39 238,570 27.54
2025-08-14 13F Peapack Gladstone Financial Corp 231,910 3.00 132 13.91
2025-07-07 13F Peterson Wealth Advisors, LLC 2,828 3.02 1,607 26.26
2025-08-14 13F Integrated Wealth Concepts LLC 110,947 6.29 63,021 17.49
2025-07-24 13F Horizon Bancorp Inc /in/ 1,700 1
2025-08-13 13F Raab & Moskowitz Asset Management LLC 3,849 8.00 2,186 19.39
2025-08-14 13F BancorpSouth Bank 12,481 1.94 7,090 12.67
2025-07-23 13F Traphagen Investment Advisors Llc 24,493 1.17 13,913 11.82
2025-08-13 13F Cresset Asset Management, LLC 485,720 6.17 276,719 17.70
2025-07-17 13F Oakworth Capital, Inc. 46,466 26,758.96 26,394 29,893.18
2025-08-06 13F Bonfire Financial 3,014 10.61 1,717 22.64
2025-08-05 13F Freestone Capital Holdings, LLC 93,061 0.68 52,861 11.28
2025-08-08 13F Brogan Financial, Inc. 1,610 0.50 914 11.06
2025-08-20 13F/A Thompson Davis & Co., Inc. 6,192 5.18 3,518 16.26
2025-08-04 13F Carret Asset Management, Llc 735 5.76 418 16.81
2025-07-25 13F Concord Asset Management, LLC/VA 2,847 1,617
2025-08-06 13F Anchor Capital Advisors Llc 1,612 78.32 916 97.20
2025-08-13 13F GM Advisory Group, Inc. 18,965 1.94 10,772 12.68
2025-08-14 13F Parallax Volatility Advisers, L.P. Put 3,200 1,818
2025-08-14 13F Parallax Volatility Advisers, L.P. 1,865 1,059
2025-08-14 13F Atomi Financial Group, Inc. 82,796 17.47 47,031 29.84
2025-07-09 13F Fermata Advisors, LLC 12,459 13.52 7,077 25.48
2025-07-09 13F Hiley Hunt Wealth Management 425 242
2025-08-14 13F Mariner, LLC 810,912 3.59 460,606 14.50
2025-07-22 13F Innovative Wealth Building LLC 71,290 5.79 40,495 16.93
2025-08-08 13F Accredited Investors Inc. 6,239 15.62 3,544 27.77
2025-08-11 13F Capital Square, LLC 2,211 1.28 1,268 13.02
2025-07-08 13F 21 West Wealth Management LLC 11,062 6,284
2025-08-14 13F Raymond James Financial Inc Put 100 54
2025-08-14 13F Raymond James Financial Inc 28,484,896 6.87 16,180,275 18.12
2025-08-11 13F Landaas & Co /wi /adv 19,297 11.80 10,961 23.56
2025-07-07 13F Discipline Wealth Solutions, LLC 17,978 11.28 10,212 23.01
2025-08-06 13F ZEGA Investments, LLC 451 13.89 256 26.11
2025-08-13 13F Smith, Moore & Co. 17,900 0.79 10,168 11.41
2025-07-16 13F Five Oceans Advisors 1,245 205.90 707 237.80
2025-08-07 13F Blackhawk Capital Partners LLC. 1,318 20.59 749 33.33
2025-08-12 13F Mcdonald Partners Llc 12,572 19.97 7,141 32.61
2025-08-05 13F Mission Wealth Management, Lp 17,227 2.93 9,786 13.77
2025-07-17 13F HB Wealth Management, LLC 169,234 1.36 96,130 12.03
2025-08-06 13F Stone House Investment Management, LLC 245 142.57 139 172.55
2025-08-20 13F/A Coppell Advisory Solutions LLC 14,651 5.59 8,307 17.50
2025-08-14 13F Principal Street Partners, LLC 6,768 100.00 3,845 121.05
2025-08-14 13F Axa S.a. 3,700 2,102
2025-08-12 13F Farmers National Bank 2,148 5.76 1,220 16.97
2025-07-10 13F Vista Investment Partners Llc 2,115 1,201
2025-08-13 13F Bank Of Nova Scotia 124,258 2.30 70,582 13.08
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 3,393 0.35 1,933 11.28
2025-07-24 13F PDS Planning, Inc 9,388 6.65 5,333 17.89
2025-08-13 13F Flow Traders U.s. Llc 48,246 166.16 27 200.00
2025-07-17 13F Olympus Wealth Management, Llc 113,697 26.94 64,583 40.31
2025-07-29 13F Lyell Wealth Management, Lp 9,713 140.60 5,517 166.01
2025-08-07 13F Allen Investment Management LLC 251,324 0.04 142,760 10.57
2025-08-12 13F Real Talk Capital, LLC 34,082 8.28 19,360 19.63
2025-07-14 13F Abound Wealth Management 28,131 6.39 15,979 17.60
2025-07-25 13F Clarendon Private LLC 437 5.05 248 16.43
2025-07-17 13F David Kennon Inc 116,235 36.62 66,025 51.00
2025-08-06 13F Shade Tree Advisors LLC 3,451 9.97 1,960 21.59
2025-08-12 13F/A Cozad Asset Management Inc 24,616 8.11 13,983 19.49
2025-07-07 13F Horizons Wealth Management 937 14.27 532 26.37
2025-08-08 13F Hibernia Wealth Partners, LLC 528 300
2025-08-13 13F Wealthedge Investment Advisors, Llc 723 5.55 411 16.76
2025-07-16 13F Freestate Advisors LLC 24,681 21.05 14,020 33.79
2025-08-18 13F Geneos Wealth Management Inc. 80,553 26.72 45,756 40.06
2025-08-12 13F FreeGulliver LLC 1,578 0.06 896 10.62
2025-07-30 13F First Interstate Bank 6,342 0.02 3,602 10.56
2025-07-10 13F Hurlow Wealth Management Group, Inc. 823 8.58 468 20.05
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 3,393 8.02 2,005 29.12
2025-07-08 13F Nbc Securities, Inc. 15,985 82.00 9 125.00
2025-08-07 13F Beese Fulmer Investment Management, Inc. 434 247
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 161,729 0.84 91,867 11.46
2025-08-28 NP ACMAX - Absolute Capital Defender Fund Class A Shares 1,000 66.67 568 89.33
2025-07-17 13F Eagle Wealth Strategies Llc 65,569 0.37 37,245 10.94
2025-08-26 NP Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares 102,242 2.79 58,077 13.61
2025-08-07 13F Ibex Wealth Advisors 2,573 1,461
2025-07-23 13F Cornerstone Enterprises, Llc 464 4.50 264 15.79
2025-07-21 13F Grassi Investment Management 387 0
2025-08-01 13F SwitchPoint Financial Planning, LLC 1,684 0.78 957 11.42
2025-07-22 13F Luken Investment Analytics, LLC 10,850 0.57 6,163 11.17
2025-08-07 13F FDx Advisors, Inc. 9,840 0.65 6 0.00
2025-07-07 13F OMNI 360 Wealth, Inc. 567 0.35 322 10.69
2025-07-25 13F Apollon Wealth Management, LLC 181,161 3.08 102,905 13.94
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 21,060 12.92 11,963 24.81
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 94,121 0.94 53,464 11.57
2025-08-11 13F VSM Wealth Advisory, LLC 6,812 9.18 3,870 20.68
2025-07-30 13F Greenup Street Wealth Management Llc 378 215
2025-08-08 13F Nixon Peabody Trust Co 3,812 452.46 2,165 511.58
2025-08-13 13F Rinkey Investments 1,527 0.39 867 11.01
2025-08-27 13F/A Putney Financial Group LLC 132 69.23 75 85.00
2025-07-23 13F Morton Capital Management LLC/CA 4,407 7.91 2,503 19.30
2025-08-07 13F Retirement Solution Inc. 2,191 34.33 1,244 48.45
2025-08-06 13F Simmons Bank 553 314
2025-05-01 13F Grant/GrossMendelsohn, LLC 8,629 1.03 4,370 -5.04
2025-08-11 13F Aviso Wealth Management 715 33.40 406 47.64
2025-08-06 13F Stokes Family Office, LLC 13,041 6.21 7,408 17.40
2025-07-15 13F Oak Wealth Advisors LLC 1,312 50.63 745 66.67
2025-08-29 13F Centaurus Financial, Inc. 20,547 5.75 12 22.22
2025-08-14 13F IPG Investment Advisors LLC 3,102 13.01 1,767 25.32
2025-07-29 13F Community Bank of Raymore 8,934 36.98 5,075 51.42
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 9,985 6.97 5,823 29.11
2025-08-14 13F Silvercrest Asset Management Group Llc 28,421 10.84 16,144 22.51
2025-08-14 13F TrueWealth Financial Partners 49,611 32.51 28,180 46.47
2025-07-15 13F Accurate Wealth Management, LLC 2,553 75.71 1,469 106.18
2025-08-11 13F Mosaic Family Wealth Partners, Llc 6,120 0.44 3,476 11.02
2025-08-04 13F Analyst IMS Investment Management Services Ltd. 872,981 0.22 496 10.74
2025-07-22 13F Fortitude Advisory Group L.L.C. 1,140 55.95 648 83.29
2025-07-16 13F Traveka Wealth, LLC 17,731 0.94 10,072 11.57
2025-07-23 13F Values Added Financial LLC 5,081 5.17 2,886 16.28
2025-07-23 13F Wealth Management Nebraska 2,207 15.25 1,251 27.13
2025-07-22 13F Warwick Investment Management, Inc. 7,539 0.04 4,282 10.59
2025-08-05 13F Retirement Financial Solutions, Llc 3,149 0.10 1,789 10.64
2025-07-17 13F Eclectic Associates Inc /adv 18,953 627.84 10,766 704.63
2025-08-13 13F Brown Advisory Inc 347,167 18.29 197,201 30.75
2025-07-01 13F Cullen Investment Group, Ltd. 2,180 11.85 1,238 23.68
2025-07-25 13F Midwest Capital Advisors, LLC 1,667 0.18 947 10.64
2025-08-13 13F Westerkirk Capital Inc. 67,775 38,498
2025-08-14 13F Bank of Marin 6,095 3,462
2025-05-14 13F Credit Agricole S A 400,001 205,565
2025-08-07 13F Lakeridge Wealth Management LLC 1,238 6.17 703 17.36
2025-07-17 13F Enclave Advisors LLC 20,323 4.34 11,544 15.34
2025-08-12 13F Passive Capital Management, LLC. 3,649 2.99 2,072 13.79
2025-07-15 13F SJS Investment Consulting Inc. 25 25.00 14 40.00
2025-08-15 13F Blue Edge Capital, LLC 9,374 1.07 5,325 11.71
2025-08-14 13F Freedom Financial Partners LLC 42,066 3.12 23,892 13.97
2025-08-12 13F Country Trust Bank 440,523 50.90 250,230 66.79
2025-08-12 13F Global Retirement Partners, LLC 83,917 7.77 47,667 13.61
2025-07-16 13F Highline Wealth Partners Llc 35,121 1.71 19,950 12.41
2025-07-23 13F Joel Isaacson & Co., LLC 39,118 6.76 22,220 18.01
2025-08-12 13F Fidato Wealth LLC 122,249 6.46 69,441 17.67
2025-08-11 13F Chiron Capital Management, Llc 1,459 0.83 828 11.44
2025-08-04 13F Adell Harriman & Carpenter Inc 1,940 50.04 1,102 65.81
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 565,000 3.67 320,937 14.59
2025-07-09 13F O'Brien Wealth Partners LLC 7,005 991.12 3,979 1,109.42
2025-08-12 13F Choate Investment Advisors 100,813 4.22 57,265 15.19
2025-08-01 13F Fire Capital Management LLC 1,345 144.55 765 170.92
2025-07-29 NP TSPX - Twin Oak Active Opportunities ETF 300,747 133.80 162,933 131.85
2025-08-12 13F Boreal Capital Management LLC 4,760 2,712
2025-05-09 13F Wade Financial Advisory, Inc 1,894 12.54 973 7.40
2025-08-14 13F/A Barclays Plc 470,394 0.18 267 10.79
2025-08-08 13F Atlantic Trust, LLC 4,233 48.06 2,405 63.65
2025-08-06 13F Soltis Investment Advisors LLC 12,501 7.98 7,101 19.36
2025-07-10 13F Sky Investment Group LLC 521 -0.38
2025-08-18 13F Wellington Capital Management, Inc. 585 0
2025-07-24 13F 3Chopt Investment Partners, LLC 90,176 3.24 51,380 14.46
2025-07-10 13F Oldfather Financial Services, LLC 117,899 3.25 66,970 14.13
2025-07-29 13F Private Trust Co Na 17,318 2.55 9,837 13.36
2025-08-11 13F Aptus Capital Advisors, LLC 121,176 12.69 68,832 24.55
2025-07-29 NP JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 18,034 2.99 9,770 2.13
2025-07-29 NP JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 78,445 9.31 42,498 8.40
2025-08-01 13F Transcend Wealth Collective, Llc 13,954 4.51 7,927 15.52
2025-07-15 13F Ridgecrest Wealth Partners, Llc 20,640 19.70 11,724 32.31
2025-07-25 13F Courage Miller Partners, LLC 356 202
2025-08-11 13F Principal Securities, Inc. 19,463 27.48 11,056 34.39
2025-08-13 13F Gibbs Wealth Management 865 491
2025-08-14 13F Borer Denton & Associates, Inc. 791 1.67 449 12.53
2025-08-05 13F WorthPointe, LLC 27,642 11.16 15,701 22.88
2025-07-28 13F Allianz Asset Management GmbH 412,216 64.70 234,151 82.05
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 3,967 2.85 2,253 13.67
2025-07-16 13F Moneywise, Inc. 356 202
2025-08-05 13F Plante Moran Financial Advisors, LLC 1,412,471 9.43 802,319 20.96
2025-08-11 13F Insight 2811, Inc. 744 31.22 423 45.02
2025-07-09 13F Defined Wealth Management, Llc 15,419 1.58 8,758 12.28
2025-07-29 NP JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 7,051 10.73 3,820 9.77
2025-08-14 13F L2 Asset Management, LLC 6,345 3,604
2025-08-26 13F Claris Financial LLC 2,592 0.15 1,472 5.60
2025-07-22 13F/A Elser Financial Planning, Inc 8,731 16.69 4,960 28.97
2025-07-09 13F Searcy Financial Services Inc /adv 12,790 2.24 7,265 12.99
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 13,672 511.18 7,766 575.81
2025-07-14 13F Chris Bulman Inc 17,463 89.96 9,920 109.97
2025-07-22 13F Davidson Kahn Capital Management, LLC 29,479 10.91 16,771 22.78
2025-08-13 13F RW Investment Management LLC 14,021 2.58 7,964 13.38
2025-07-11 13F SILVER OAK SECURITIES, Inc 8,077 10.52 4,588 22.91
2025-07-23 13F Wheelhouse Advisory Group LLC 37,938 5.30 21,550 16.39
2025-08-14 13F Boston Private Wealth Llc 36,247 20,589
2025-08-11 13F WPWealth LLP 416 8.33 236 14.01
2025-07-17 13F Greenhouse Wealth Management, LLC 14,952 2.97 8,490 13.90
2025-08-13 13F Basso Capital Management, L.p. 54,698 0.05 31,070 10.59
2025-08-27 13F Cypress Capital Advisors, LLC 445 12.66 253 24.75
2025-08-13 13F Lido Advisors, LLC 267,940 23.59 152,622 36.99
2025-07-10 13F NorthCrest Asset Manangement, LLC 2,733 1.37 1,572 13.50
2025-08-14 13F Matrix Private Capital Group Llc 185 184.62 106 218.18
2025-08-07 13F Fonville Wealth Management LLC 16,879 2.76 9,588 13.60
2025-08-05 13F Next Capital Management LLC 15,748 95.87 8,959 116.85
2025-08-12 13F Insigneo Advisory Services, Llc 21,523 8.80 12,226 20.25
2025-08-14 13F Nepc Llc 818,600 5.09 464,989 16.16
2025-07-29 13F Carmel Capital Partners, LLC 1,716 310.53 975 355.14
2025-07-15 13F/A Kure Advisory, LLC 773 1.58 439 12.28
2025-07-29 13F First Bancorp, Inc /ME/ 1,212 3.06 688 13.91
2025-07-23 13F Steel Peak Wealth Management LLC 6,167 9.66 3,514 21.56
2025-07-31 13F Gill Capital Partners, Llc 2,216 2.55 1,258 13.33
2025-07-11 13F BTC Capital Management, Inc. 19,570 0.25 11,116 10.81
2025-07-24 13F Benson Investment Management Company, Inc. 408 232
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 33,581 44.42 19,075 60.60
2025-08-14 13F Janus Henderson Group Plc 504,617 89.99 286,638 111.27
2025-08-11 13F Regal Investment Advisors LLC 16,156 5.12 9,177 16.19
2025-08-12 13F State Farm Mutual Automobile Insurance Co 64,977 271.36 36,909 310.46
2025-08-06 13F Nvwm, Llc 624 52.20 354 68.57
2025-08-01 13F Rossby Financial, LCC 3,355 0.54 1,906 12.86
2025-07-07 13F Avenue 1 Advisors, LLC 4,384 9.57 2,490 21.11
2025-08-12 13F Tocqueville Asset Management L.p. 3,877 23.63 2,202 36.69
2025-08-14 13F Harmony Asset Management Llc 2,656 4.20 1,509 15.11
2025-08-14 13F Fmr Llc 472,700 5.32 268,508 16.41
2025-07-15 13F RVW Wealth, LLC 2,136 20.00 1,213 32.71
2025-08-11 13F Rockbridge Investment Management, LCC 11,075 5.59 6,291 16.72
2025-07-24 13F Jfs Wealth Advisors, Llc 11,728 5.83 6,662 16.98
2025-07-24 13F Robertson Stephens Wealth Management, LLC 390,586 3.03 222,500 14.21
2025-08-14 13F First Manhattan Co 484,180 5.26 275,874 16.70
2025-08-13 13F Gibson Wealth Advisors LLC 30,964 12.02 17,588 23.82
2025-07-15 13F Mather Group, Llc. 65,584 3.57 37,254 14.48
2025-08-14 13F Glenmede Investment Management, LP 1,621,868 921,270
2025-08-29 NP N/A - Protective Life Dynamic Allocation Series - Conservative Portfolio 14,432 290.90 8,198 332.10
2025-07-07 13F Nova Wealth Management, Inc. 4,031 0.27 2,290 10.85
2025-07-31 13F Wealthfront Advisers Llc 762,835 0.02 433,313 10.55
2025-08-11 13F Lanham O'Dell & Company, Inc. 32,726 4.23 18,590 15.21
2025-07-16 13F Kennedy Investment Group 1,472 7.37 836 18.61
2025-07-22 13F IMC-Chicago, LLC 117,690 66,851
2025-08-04 13F Beirne Wealth Consulting Services, LLC 5,856 105.04 3,337 127.25
2025-08-05 13F Carson Advisory Inc. 1,043 10.14 592 21.81
2025-07-24 13F Folger Nolan Fleming Douglas Capital Management, Inc 1,791 12.93 1,017 24.79
2025-07-29 13F Creekside Partners 2,126 14.67 1,208 26.79
2025-07-31 13F DDD Partners, LLC 558 40.20 317 55.39
2025-07-17 13F Canerector Inc 45,140 0.31 25,641 5.75
2025-07-24 13F Agate Pass Investment Management, LLC 6,711 3.69 3,812 14.62
2025-08-07 13F King Luther Capital Management Corp 23,753 41.78
2025-07-10 13F Stonekeep Investments, LLC 2,206 3.37 1,253 14.23
2025-08-06 13F Ethos Financial Group, LLC 62,758 105.44 35,747 119.47
2025-08-12 13F CFC Planning Co LLC 2,902 11.36 1,648 23.08
2025-08-04 13F Whalen Wealth Management Inc. 1,401 9.45 796 21.00
2025-08-06 13F Cloud Capital Management, LLC 4,122 4.30 2 0.00
2025-07-23 13F SpringVest Wealth Management LLC 850 10.10 484 22.22
2025-07-31 13F Resonant Capital Advisors, LLC 22,844 5.51 13,013 16.96
2025-08-07 13F Compass Financial Group, Inc. 355 202
2025-07-30 13F North Point Portfolio Managers Corp/oh 1,203 3.44 683 14.41
2025-08-05 13F Everest Management Corp. 10,524 1.20 5,978 11.86
2025-08-07 13F Evoke Wealth, Llc 168,901 13.66 96,236 26.02
2025-08-29 NP Clayton Street Trust - Protective Life Dynamic Allocation Series - Growth Portfolio 26,486 267.55 15,045 306.27
2025-04-29 13F Hm Payson & Co 2,377 12.49 1,222 7.29
2025-08-29 NP Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio 326,961 294.74 185,724 336.31
2025-08-14 13F Integrated Investment Consultants, LLC 9,032 25.76 5,131 38.99
2025-07-09 13F Central Valley Advisors, Llc 20,733 74.11 11,777 92.47
2025-07-21 13F Synergy Financial Management, LLC 2,252 46.42 1,279 61.90
2025-05-29 NP Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 16,052 29.73 8,249 23.75
2025-08-13 13F Lido Advisors, LLC Put 2,100 1,193
2025-07-18 13F TruNorth Capital Management, LLC 4,127 33.09 2,344 47.14
2025-08-04 13F Human Investing LLC 309,574 4.64 176,086 15.82
2025-07-15 13F Signet Financial Management, Llc 1,741 5.45 989 16.51
2025-07-15 13F Financial Management Professionals, Inc. 62,366 5.41 35,534 16.87
2025-08-13 13F Edgestream Partners, L.P. 15,447 92.82 8,774 113.17
2025-04-28 NP James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 0 -100.00 0 -100.00
2025-07-17 13F Smith, Salley & Associates 2,834 7.31 1,610 18.57
2025-07-28 13F Innova Wealth Partners 5,224 8.65 2,967 20.12
2025-08-13 13F Walleye Capital LLC 1,350 767
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 150,646 9.22 85,795 21.32
2025-07-17 13F Sterling Investment Advisors, Ltd. 1,028 6.53 584 17.78
2025-08-15 13F Strategic Investment Advisors / MI 185,858 15.65 105,768 28.07
2025-07-08 13F Arlington Trust Co LLC 4,943 21.48 2,808 34.24
2025-08-12 13F Shakespeare Wealth Management, Inc. 1,247 14.40 709 26.43
2025-08-12 13F Indie Asset Partners, LLC 1,178 17.92 669 30.41
2025-08-05 13F Tredje AP-fonden 576,980 143.43 327,742 169.06
2025-07-30 13F Fairway Wealth LLC 50,814 11.43 28,864 23.17
2025-07-29 13F Uhlmann Price Securities, Llc 439 249
2025-07-15 13F EWG Elevate Inc. 628 357
2025-08-13 13F Great Diamond Partners, LLC 2,350 1,335
2025-08-11 13F Mill Creek Capital Advisors, LLC 170,392 0.88 96,788 11.51
2025-07-11 13F Coastwise Capital Group, LLC 1,286 1.58 730 12.31
2025-08-14 13F LM Advisors LLC 80,256 0.95 46 12.50
2025-08-07 13F Cahill Financial Advisors Inc 2,435 0.83 1,383 11.44
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 10,986 9.47 6,238 20.94
2025-08-14 13F Samlyn Capital, Llc 421 4.99 239 16.02
2025-07-24 13F Copperwynd Financial, LLC 11,880 714.26 6,748 800.93
2025-07-28 13F Boston Trust Walden Corp 44,568 15.76 25,316 27.95
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class 389,179 1.01 221,065 11.65
2025-07-24 13F Etesian Wealth Advisors, Inc. 7,850 4.29 4,459 15.28
2025-07-14 13F Painted Porch Advisors LLC 889 568.42 505 642.65
2025-08-04 13F Keybank National Association/oh 562,657 1.95 319,606 12.69
2025-07-16 13F Midwest Heritage Bank, FSB 2,530 4.37 1,437 15.42
2025-08-07 13F Mayport, Llc 198,635 6.48 112,831 17.69
2025-07-24 13F MSH Capital Advisors LLC 3,405 0.95 1,934 11.60
2025-08-18 13F Wolverine Trading, Llc Put 195,200 21.47 110,669 34.82
2025-08-01 13F Envestnet Asset Management Inc 11,926,171 1.24 6,774,413 11.90
2025-08-18 13F Wolverine Trading, Llc Call 750,900 20.92 425,723 34.21
2025-08-07 13F Accent Capital Management, LLC 14,148 6,637.14 8,040 7,414.02
2025-08-07 13F Brio Consultants, LLC 127,754 0.12 72,568 10.67
2025-08-05 13F Oakwell Private Wealth Management, LLC 2,082 13.21 1,183 25.08
2025-07-30 13F Berkeley Capital Partners, LLC 1,281 2.23 728 13.06
2025-07-18 13F Consolidated Portfolio Review Corp 4,383 63.48 2,490 80.76
2025-07-17 13F Covenant Asset Management, LLC 574 0.88 326 11.64
2025-07-18 13F Childress Capital Advisors, Llc 8,935 25.26 5,075 38.47
2025-07-15 13F Revisor Wealth Management LLC 1,669 5.97 960 18.67
2025-07-31 13F United Community Bank 40 23
2025-08-15 13F Captrust Financial Advisors 1,176,167 10.18 668,096 21.79
2025-07-22 13F Chung Wu Investment Group, LLC 150 85
2025-08-15 13F Brooks, Moore & Associates, Inc. 12,257 7.57 7,122 21.62
2025-07-24 13F Galvin, Gaustad & Stein, LLC 1,333 5.79 757 17.00
2025-07-29 13F Kraft, Davis & Associates, LLC 705 0.57 413 21.89
2025-07-23 13F 1 North Wealth Services Llc 26 15
2025-08-08 13F United Asset Strategies, Inc. 626 11.19 355 22.84
2025-08-14 13F CIBC World Markets Inc. 72,279 5.22 41,057 16.31
2025-08-12 13F North Star Asset Management Inc 13,864 0.27 7,875 10.84
2025-07-24 13F Invictus Private Wealth, Llc 374,407 5.32 212,674 16.41
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 2,416 39.73 1,372 54.50
2025-08-01 13F Biltmore Family Office, LLC 7,722 2.71 4,400 13.88
2025-08-13 13F Safe Harbor Fiduciary, LLC 6 3
2025-07-09 13F Lake Hills Wealth Management, LLC 56,333 4,956.82 31,999 5,494.06
2025-07-25 13F Commonwealth Financial Services, LLC 353 201
2025-08-11 13F WPG Advisers, LLC 190 63.79 108 81.36
2025-07-16 13F Essex Financial Services, Inc. 9,847 2.53 5,594 13.33
2025-07-17 13F LexAurum Advisors, LLC 12,504 4.30 7,103 15.27
2025-08-07 13F Alpha Financial Advisors, LLC 15,253 8,664
2025-07-30 13F Warther Private Wealth, LLC 2,064 7.44 1,172 18.74
2025-07-17 13F LifeGuide Financial Advisors, LLC 4,904 4.23 2,786 15.23
2025-08-12 13F GDS Wealth Management 1,085 1.12 616 11.80
2025-08-14 13F Staley Capital Advisers Inc 16,144 24.48 9,170 37.61
2025-08-06 13F Princeton Capital Management Llc 869 8.49 494 19.95
2025-07-29 13F Liberty Square Wealth Partners Llc 77,833 3.52 44,212 14.42
2025-08-14 13F RMB Capital Management, LLC 6,379 3,635
2025-08-05 13F Aurdan Capital Management, LLC 479 272
2025-08-14 13F Cibc World Markets Corp 2,622 0.34 1,489 10.95
2025-08-08 13F TD Capital Management LLC 23,371 21.54 13,275 34.34
2025-08-08 13F Sittner & Nelson, Llc 2,790 24.33 1,585 37.38
2025-05-12 13F Sandy Spring Bank 4,052 1.60 2,082 -3.07
2025-08-25 13F Silverlake Wealth Management Llc 2,378 36.67 1,351 51.01
2025-07-10 13F Legacy Financial Strategies, LLC 8,845 0.12 5,024 10.69
2025-07-21 13F Whelan Financial 1,241 77.29 705 96.10
2025-07-15 13F LVZ Advisors, Inc. 382 217
2025-07-18 13F Midwest Financial Group LLC 1,252 23.11 711 36.21
2025-08-14 13F Main Street Financial Solutions, LLC 30,492 33.19 17,320 47.22
2025-07-28 13F Fairman Group, LLC 2,199 9.62 1,253 15.93
2025-08-19 13F Advisory Services Network, LLC 50,594 20.12 29,396 35.82
2025-07-21 13F DMKC Advisory Services, LLC 15,914 21.82 9,185 36.82
2025-08-08 13F Wall Street Access Asset Management, LLC 890 506
2025-05-15 13F Glenmede Trust Co Na 1,554,969 5.29 799,114 0.43
2025-07-17 13F XY Planning Network, Inc. 10,117 319.44 5,747 363.76
2025-07-17 13F BFI Infinity Ltd. 2,734 60.35 1,553 77.17
2025-07-01 13F Private Client Services, Llc 4,692 8.44 2,665 19.88
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 69,717 5.31 39,601 9.37
2025-07-11 13F Sprinkle Financial Consultants LLC 1,138 37.27 646 52.00
2025-07-10 13F Fulton Bank, N.a. 63,455 7.58 36,044 18.91
2025-07-25 13F ONE Advisory Partners, LLC 445 259
2025-07-30 13F TRB Advisors LP 275,000 450.00 156,208 507.93
2025-07-17 13F Refined Wealth Management 1,959 0.10 1,113 10.65
2025-08-08 13F Security Financial Services, INC. 28,428 4.51 16,148 15.52
2025-08-08 13F/A Sterling Capital Management LLC 346,108 6.92 196,600 18.18
2025-08-14 13F Gotham Asset Management, LLC 128,540 88.87 73,015 108.76
2025-08-11 13F Platform Technology Partners 9,992 3.89 5,676 14.83
2025-07-17 13F Presper Financial Architects, LLC 3,635 2
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 251 143
2025-07-29 13F International Assets Investment Management, Llc 20,748 14.15 11,785 26.18
2025-08-19 13F Cape Investment Advisory, Inc. 1,272 26.95 723 40.19
2025-07-09 13F First Bank & Trust 43,329 5.39 24,612 16.49
2025-08-12 13F Amtrust Financial Services, Inc. 196,400 58.39 111,561 75.07
2025-07-25 13F Concurrent Investment Advisors, LLC 256,362 10.32 145,621 21.94
2025-07-08 13F Rise Advisors, LLC 46 9.52 26 23.81
2025-07-30 13F Mills Wealth Advisors LLC 1,214 2.62 689 13.51
2025-07-31 13F Prentice Wealth Management LLC 589 19.23 335 32.02
2025-08-12 13F Kimelman & Baird, LLC 681 0.29 387 10.92
2025-07-15 13F Signal Tree Financial Partners Llc 38,906 12.58 22,100 24.44
2025-07-25 13F Meritage Portfolio Management 891 13.36 506 25.56
2025-07-23 13F West Paces Advisors Inc. 105,736 10.92 60,061 22.60
2025-07-28 13F Triton Wealth Management, PLLC 1,768 10.50 1,031 18.39
2025-04-28 13F Pinnacle Financial Partners Inc 359,804 0.17 188,438 -1.84
2025-09-03 13F American Trust 323,290 55,163.25 183,639 61,112.67
2025-08-01 13F Solstein Capital, LLC 603 343
2025-07-25 13F Franklin, Parlapiano, Turner & Welch, LLC 120,830 2.21 68,635 12.97
2025-08-14 13F Kitching Partners, Llc 16,225 13.15 9,216 25.08
2025-07-21 13F Family CFO Inc 19,255 0.70 10,937 11.31
2025-08-12 13F NWF Advisory Services Inc. 68,354 0.80 35,127 -3.86
2025-07-09 13F Fiduciary Alliance LLC 11,920 541.20 6,771 608.90
2025-08-21 13F Pathway Financial Advisers, LLC 1,147 6.40 652 17.51
2025-08-08 13F Condor Capital Management 226,587 0.57 128,709 11.16
2025-08-12 13F Tumwater Wealth Management, LLC 4,200 3.40 2,386 14.28
2025-08-12 13F Founders Financial Alliance, LLC 4,528 2.63 2,572 13.41
2025-07-24 13F Von Berge Wealth Management Group, LLC 3,625 3.31 2,095 18.90
2025-07-24 13F Ronald Blue Trust, Inc. 322,068 1.96 182,944 12.70
2025-08-11 13F Wescott Financial Advisory Group, LLC 295,867 0.59 168,061 11.18
2025-08-04 13F AlphaStar Capital Management, LLC 19,430 11,037
2025-07-24 13F Leo Wealth, LLC 15,138 72.49 8,650 91.82
2025-08-14 13F Operose Advisors LLC 37,159 250.92 21,107 287.93
2025-08-12 13F Jefferies Financial Group Inc. 128,004 0.26 72,710 10.82
2025-08-14 13F Royal Bank Of Canada 4,147,081 25.35 2,355,668 38.55
2025-08-14 13F Manufacturers Life Insurance Company, The 1,247,587 3.54 708,667 14.44
2025-08-12 13F Waterloo Capital, L.P. 25,147 4.54 14,284 15.55
2025-08-05 13F Optivise Advisory Services LLC 3,776 9.86 2,145 21.40
2025-07-17 13F Peoples Financial Services Corp. 1,799 1.12 1,022 11.71
2025-07-09 13F Inspirion Wealth Advisors, Llc 1,272 723
2025-07-30 13F Brookstone Capital Management 118,900 18.00 67,539 30.43
2025-07-22 13F Brown Miller Wealth Management, LLC 404 229
2025-07-29 13F BXM Wealth LLC 2,831 13.24 1,608 25.33
2025-08-14 13F Amussen Hunsaker Associates Llc 671 0.30 382 11.37
2025-07-21 13F Ntv Asset Management Llc 1,991 17.39 1,131 29.74
2025-08-14 13F Beck Capital Management, Llc 2,051 2.70 1,165 13.55
2025-08-07 13F LOM Asset Management Ltd 13,330 8
2025-08-14 13F Toronto Dominion Bank 36,060 14.16 20,511 26.37
2025-07-09 13F Archer Investment Management, LLC 398 2.05 226 13.00
2025-07-22 13F D.B. Root & Company, LLC 8,931 4.42 5,073 15.43
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 2,348 10.70 1,334 22.29
2025-08-06 13F Summit Wealth Group, LLC 122,743 1.61 70 11.29
2025-07-15 13F James J. Burns & Company, LLC 602 0.50 342 11.07
2025-07-25 13F Apollon Financial, LLC 8,143 1.45 4,626 12.12
2025-08-11 13F Traub Capital Management LLC 362 206
2025-08-14 13F Orion Investment Co 5,663 3,217
2025-08-07 13F Fountainhead AM, LLC 9,244 9.16 5,251 20.66
2025-08-11 13F Tamar Securities, LLC 3,349 11.45 1,902 23.19
2025-07-08 13F D. Scott Neal, Inc. 1,026 11.89 583 23.57
2025-07-29 13F Crux Wealth Advisors 7,560 1.53 4,294 12.23
2025-08-11 13F PFG Private Wealth Management, LLC 805 4.82 457 15.99
2025-07-24 13F Summit Place Financial Advisors, LLC 2,490 0.44 1,415 10.99
2025-08-08 13F Intrua Financial, LLC 4,027 9.76 2,287 21.33
2025-07-31 13F Washington Trust Advisors, Inc. 23,797 1.80 13,517 12.52
2025-08-11 13F Farrow Financial Inc. 6,144 2.79 3,490 13.61
2025-07-29 13F SilverOak Wealth Management LLC 157,770 0.39 89,618 10.96
2025-07-18 13F Precision Wealth Strategies, LLC 67,677 38,443
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 1,770 1,005
2025-08-05 13F Wakefield Asset Management LLLP 4,488 5.40 2,549 16.50
2025-07-17 13F Greenbush Financial Group, LLC 59,922 39.48 34,037 54.17
2025-07-09 13F Bay Rivers Group 987 0.41 560 11.11
2025-07-28 13F Mutual Advisors, LLC 87,486 9.34 51,230 26.51
2025-07-31 13F Asset Management One Co., Ltd. 4,467 12,662.86 2,537 14,823.53
2025-07-17 13F Mattern Wealth Management LLC 1,027 5.55 583 16.83
2025-07-30 13F Silver Oak Wealth Advisors Services, Llc 609 0.50 346 10.93
2025-07-23 13F Dohj, Llc 7,497 3,689
2025-08-05 13F Kesler, Norman & Wride, LLC 1,667 318.84 947 363.73
2025-08-14 13F Sei Investments Co 120,629 6,364.58 68,521 7,052.40
2025-07-29 13F Interactive Financial Advisors 1,525 0.73 867 11.31
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 149 496.00 0
2025-07-16 13F Ayalon Holdings Ltd. 17,035 9.94 10 28.57
2025-07-23 13F Columbus Macro, LLC 14,471 0.76 8,220 11.38
2025-08-04 13F WNY Asset Management, LLC 35,346 21.18 20,078 33.94
2025-07-22 13F Financial Insights, Inc. 1,327 11.14 754 22.84
2025-07-17 13F Astoria Strategic Wealth, Inc. 1,431 0.07 813 10.63
2025-07-24 13F Blair William & Co/il 303,780 4.28 172,556 15.26
2025-08-01 13F Motco 346 168.22 201 204.55
2025-07-15 13F West Oak Capital, LLC 93 10.71 1
2025-07-16 13F St Germain D J Co Inc 820 62.70 466 79.54
2025-07-08 13F Gradient Investments LLC 2,895 30.58 1,645 44.34
2025-07-29 13F Primoris Wealth Advisors, Llc 12,042 6.38 6,840 17.59
2025-08-14 13F UBS Group AG Call 15,144 0.85 8,602 11.48
2025-08-14 13F CIBC Asset Management Inc 958,611 2.20 544,520 12.96
2025-08-14 13F UBS Group AG 4,027,962 0.69 2,288,003 11.29
2025-08-08 13F Passaic Partners LLC 92,615 99.36 52,608 120.36
2025-07-22 13F Steele Capital Management, Inc. 210,509 0.52 119,866 11.30
2025-07-25 13F Alpha Financial Partners, LLC 3,306 99.28 1,878 120.31
2025-07-18 13F O'ROURKE & COMPANY, Inc 475 1.06 270 11.62
2025-08-06 13F Kinsale Capital Group, Inc. 88,490 35.11 50,265 49.34
2025-08-07 13F Latko Wealth Management, Ltd. 4,266 7.02 2 0.00
2025-08-08 13F Advyzon Investment Management, LLC 7,305 206.16 4,150 238.42
2025-08-15 13F/A Symphony Financial, Ltd. Co. 1,730 450
2025-08-11 13F Kirtland Hills Capital Management, Llc 5,145 27.89 2,922 50.15
2025-08-13 13F StoneX Group Inc. 195,874 1.98 111,602 13.06
2025-05-13 13F Watts Gwilliam & Co., LLC 2,831 1.18 1,455 -3.90
2025-07-10 13F Affiance Financial, LLC 186,789 13.00 106,102 24.90
2025-08-27 13F Tribridge Partners Financial LLC 31,893 18
2025-08-12 13F Richmond Investment Services, LLC 805 70.19 457 88.84
2025-07-31 13F Northstar Asset Management Llc 16,287 2.94 9,252 13.77
2025-08-14 13F Ausdal Financial Partners, Inc. 11,631 55.74 6,607 72.12
2025-07-30 13F Red Crane Wealth Management, Llc 7,982 6.78 4,534 18.02
2025-07-15 13F Palumbo Wealth Management LLC 881 51.90 500 68.35
2025-08-14 13F Williams Jones Wealth Management, LLC. 43,351 0.86 24,625 11.49
2025-07-22 13F Hill Island Financial Llc 98,684 6.06 56,056 17.23
2025-07-30 13F Blume Capital Management, Inc. 565 1.80 321 12.68
2025-08-12 13F One Charles Private Wealth Services, LLC 1,575 3.28 895 14.18
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