VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF - Kepemilikan Institusional - Pembeli

Vanguard Index Funds - Vanguard Total Stock Market ETF
US ˙ ARCA ˙ US9229087690

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Vanguard Index Funds - Vanguard Total Stock Market ETF meliputi Mercer Global Advisors Inc /adv, Glenmede Investment Management, LP, Midwest Trust Co, Gamco Investors, Inc. Et Al, Semitam Bonam Llc, Bulwark Capital Corp, Summit Wealth Group Llc / Co, a16z Perennial Management, L.P., RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares, Harbor Asset Planning, Inc., Midwestern Financial, LLC /IA, TDSB - Cabana Target Drawdown 7 ETF, Blueprint Financial Advisors LLC, J Hagan Capital, Inc., Maseco Llp, Tableaux Llc, Alerus Financial Na, Wellington Capital Management, Inc., Blue Investment Partners LLC, dan Concord Asset Management, LLC/VA .

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

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-25 13F NorthRock Partners, LLC 62,981 2.77 19,199 13.99
2025-07-24 13F Boomfish Wealth Group, LLC 755 229
2025-07-23 13F Kingswood Wealth Advisors, Llc 22,245 8.64 6,761 19.99
2025-07-23 13F Clear Creek Financial Management, LLC 12,979 3.39 3,945 14.32
2025-08-01 13F Liberty Wealth Management Llc 44,786 2.34 13,612 13.16
2025-08-14 13F Port Capital LLC 3,590 2.98 1,091 13.88
2025-03-11 13F Anchor Pointe Wealth Management, LLC 2,845 827
2025-07-15 13F Five Pine Wealth Management 16,207 4.47 4,926 15.53
2025-07-31 13F Richards, Merrill & Peterson, Inc. 719 109.01 218 131.91
2025-08-07 13F Zions Bancorporation, National Association /ut/ 356,258 0.10 108,277 10.70
2025-07-28 13F Omnia Family Wealth, LLC 325,915 2.58 99,353 13.77
2025-07-08 13F Beacon Wealthcare LLC 464,992 0.46 141,325 11.10
2025-07-11 13F Wolfstich Capital, LLC 3,922 20.23 1,192 33.04
2025-07-30 13F Patten Group, Inc. 1,815 22.55 552 35.38
2025-08-14 13F Avant Capital LLC 13,459 2.57 4,091 13.42
2025-07-10 13F Bath Savings Trust Co 6,751 0.43 2,052 11.04
2025-06-04 13F Legacy Capital Wealth Management, Llc 991 287
2025-08-06 13F Blue Investment Partners LLC 7,128 2,166
2025-07-29 13F Arista Wealth Management, LLC 18,688 24.04 5,680 37.17
2025-08-13 13F Congress Wealth Management LLC / DE / 1,301,321 1,845.87 395,511 2,047.64
2025-08-12 13F Southeast Asset Advisors Inc. 3,324 26.34 1,010 39.70
2025-08-14 13F Wellington Management Group Llp 83,660 2.26 25,427 13.08
2025-07-23 13F Heck Capital Advisors, LLC 352,471 26.67 107,273 40.27
2025-08-12 13F Sfmg, Llc 7,491 3.64 2,277 14.60
2025-07-21 13F Fairvoy Private Wealth, LLC 690 210
2025-07-17 13F R.H. Investment Group, LLC 16,069 22.59 4,884 35.56
2025-07-24 13F JNBA Financial Advisors 11,515 11.32 3,500 23.07
2025-08-14 13F Ieq Capital, Llc 736,279 8.87 223,777 20.40
2025-08-14 13F Evergreen Capital Management Llc 18,385 1.28 5,604 12.33
2025-08-12 13F Planning Alternatives Ltd /adv 2,185 95.96 664 116.99
2025-07-15 13F Patriot Investment Management Inc. 1,460,097 1.06 443,771 11.76
2025-08-12 13F Bokf, Na 43,619 1.21 13,257 11.93
2025-08-01 13F Redmond Asset Management, LLC 670 204
2025-07-31 13F Nilsine Partners, LLC 3,740 98.83 1,137 119.73
2025-08-13 13F Crabel Capital Management, LLC 2,064 1.38 627 12.16
2025-07-18 13F Institute for Wealth Management, LLC. 4,647 0.09 1,412 10.66
2025-07-29 13F MPS Loria Financial Planners, LLC 676 206
2025-08-06 13F Washington Trust Bank 21,868 0.49 6,646 11.14
2025-07-28 13F Sagespring Wealth Partners, Llc 59,306 0.62 5,983 12.59
2025-08-14 13F Fort Point Capital Partners LLC 16,659 48.86 5,078 65.14
2025-07-28 13F Tower Wealth Partners, Inc. 9,277 3.60 2,820 14.55
2025-07-28 13F Deroy & Devereaux Private Investment Counsel Inc 32,769 4.26 10 12.50
2025-08-05 13F GHP Investment Advisors, Inc. 3,052 9.67 928 21.34
2025-08-20 13F Tull Financial Group, Inc. 979 3.60 297 14.67
2025-07-16 13F Twelve Points Wealth Management LLC 4,562 45.33 1,387 60.79
2025-08-13 13F Financial & Tax Architects, LLC 60,676 639.86 18,441 718.15
2025-08-08 13F Wealth Alliance 5,673 12.00 1,724 23.94
2025-07-28 13F Essex LLC 4,948 14.54 1,504 26.62
2025-05-02 13F Capital A Wealth Management, LLC 99 54.69 27 50.00
2025-08-11 13F Summit Wealth Partners, LLC 3,538 0.91 1,075 11.63
2025-07-30 13F Canvas Wealth Advisors, LLC 9,916 9.35 3,110 32.41
2025-07-07 13F Shotwell Rutter Baer Inc 70,664 1.44 21,767 25.76
2025-08-13 13F Kilter Group LLC 322 98
2025-08-04 13F Spinnaker Trust 4,097 7.00 1,245 18.35
2025-07-15 13F Td Private Client Wealth Llc 19,334 2.42 5,876 13.26
2025-07-23 13F RMG Wealth Management LLC 716 221
2025-07-23 13F Regency Capital Management Inc.\DE 4,234 0.24 1,287 10.86
2025-08-19 13F Hohimer Wealth Management, Llc 12,317 5.85 3,744 17.04
2025-08-11 13F Battery Global Advisors, LLC 183,942 9.14 56,073 21.06
2025-07-10 13F Exchange Traded Concepts, Llc 4,081 1,240
2025-08-11 13F Covestor Ltd 8,848 37.35 3 100.00
2025-07-17 13F Charles Schwab Trust Co 4,952 0.16 1,505 10.82
2025-07-23 13F Integris Wealth Management, LLC 100,534 1.09 30,555 11.79
2025-08-07 13F Cvfg Llc 19,373 3.51 5,888 14.49
2025-06-25 NP RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares 16,945 4,623
2025-07-11 13F Halter Ferguson Financial Inc. 3,150 25.65 957 38.90
2025-08-06 13F Summit Investment Advisors, Inc. 4,742 0.53 1,450 11.72
2025-07-25 13F Pathway Financial Advisors LLC 4,614 17.61 1,402 30.06
2025-07-01 13F Park National Corp /oh/ 48,671 2.45 14,793 13.30
2025-08-01 13F Shilanski & Associates, Inc. 661 202
2025-07-09 13F Westshore Wealth, LLC 5,296 0.47 1,610 11.12
2025-07-29 13F BKD Wealth Advisors, LLC 4,627,426 3.78 1,406,414 14.77
2025-08-13 13F Summit Financial, LLC 1,648,443 8.60 502,517 20.46
2025-08-14 13F CoreCap Advisors, LLC 466,285 4.63 141,718 15.71
2025-08-13 13F North Berkeley Wealth Management, LLC 2,723 0.81 828 11.46
2025-07-23 13F Tyche Wealth Partners LLC 12,221 12.88 3,714 24.84
2025-07-28 13F Strategent Financial, LLC 5,484 2.22 1,667 13.03
2025-07-22 13F Net Worth Advisory Group 6,845 185.57 2,080 216.11
2025-08-13 13F Providence Capital Advisors, LLC 4,563 72.45 1,387 90.65
2025-07-07 13F Retirement Wealth Solutions LLC 2,422 1.76 736 12.54
2025-07-29 13F Madison Wealth Partners, Inc 7,835 2.39 2,381 13.22
2025-08-13 13F Parkworth Wealth Management, Inc. 9,451 9.59 2,873 21.18
2025-08-14 13F Mml Investors Services, Llc 475,303 7.78 144 19.01
2025-07-24 13F Costello Asset Management, INC 1,497 5.35 455 16.67
2025-07-30 13F SkyOak Wealth, LLC 8,790 1.63 2,672 12.37
2025-08-14 13F Df Dent & Co Inc 2,015 612
2025-08-14 13F Obsido Oy 168,302 5.04 51,152 16.16
2025-07-08 13F Advance Capital Management, Inc. 4,257 19.78 1,294 32.48
2025-07-23 13F LifeSteps Financial, Inc. 993 302
2025-07-02 13F Boston Standard Wealth Management, LLC 676,828 5.30 205,708 19.64
2025-07-15 13F tru Independence LLC 2,984 120.55 907 144.20
2025-07-21 13F Financial Council Asset Management Inc 5,168 2.80 1,571 13.69
2025-08-05 13F Integrity Financial Corp /WA 2,077 74.83 633 93.87
2025-08-13 13F Diametric Capital, LP 12,700 3,860
2025-07-10 13F McHugh Group, LLC 5,200 188.89 1,580 219.84
2025-07-21 13F Life Planning Partners, Inc 28,366 1.46 8,621 12.19
2025-08-06 13F Marco Investment Management Llc 2,351 3.93 715 14.98
2025-08-14 13F Summit Trail Advisors, Llc 125,692 38,316
2025-07-28 13F Frazier Financial Advisors, LLC 33,609 2.79 10,215 13.67
2025-07-29 13F Ifrah Financial Services, Inc. 2,787 0.47 847 11.15
2025-07-08 13F Zrc Wealth Management, Llc 7,841 1.24 2,383 11.67
2025-08-05 13F Washburn Capital Management, Inc. 102,744 0.81 31,227 11.48
2025-08-07 13F Midland Wealth Advisors Llc 20,597 1.40 6,260 12.15
2025-07-25 13F Index Fund Advisors, Inc. 12,603 0.34 3,830 10.98
2025-07-24 13F Moseley Investment Management Inc 9,036 8.44 2,746 19.91
2025-08-01 13F Bessemer Group Inc 281,812 19.70 86 32.81
2025-08-13 13F Walleye Trading LLC Put 19,100 478.79 5,805 540.73
2025-08-13 13F Walleye Trading LLC Call 12,100 98.36 3,678 119.39
2025-07-17 13F HCR Wealth Advisors 6,928 3.06 2,106 13.97
2025-08-15 13F Semmax Financial Advisors Inc. 257 198.84 80 247.83
2025-08-13 13F Cambria Investment Management, L.P. 13,070 9.77 3,972 21.39
2025-07-16 13F Vestia Personal Wealth Advisors 16,205 2.45 618 36.20
2025-08-12 13F New Republic Capital, LLC 10,562 40.28 3,220 55.58
2025-08-14 13F Money Concepts Capital Corp 11,176 1.05 3,397 11.75
2025-07-25 13F G2 Capital Management, Llc / Oh 7,795 841.43 2,369 943.61
2025-08-15 13F Synergy Financial Group, LTD 710 216
2025-07-29 13F Unison Advisors LLC 4,004 1.60 1,217 12.37
2025-04-30 13F Ramiah Investment Group 25,339 5.29 6,964 21.98
2025-08-14 13F Scientech Research LLC 854 260
2025-07-17 13F CogentBlue Wealth Advisors, LLC 15,409 1.12 4,683 11.85
2025-07-25 13F Orca Investment Management, LLC 8,090 1.90 2,459 12.70
2025-08-14 13F Gould Capital, LLC 3 1
2025-08-12 13F Symetra Investment Management Co 1,042,140 10.03 317 21.54
2025-07-25 13F Transcendent Capital Group LLC 2,361 0.85 718 11.51
2025-08-08 13F Ironwood Investment Counsel, LLC 9,897 161.07 490 -52.98
2025-07-22 13F Appleton Partners Inc/ma 4,031 0.55 1 0.00
2025-07-23 13F HMV Wealth Advisors, LLC 36,546 63.36 11,107 80.66
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 25,579 36.21 7,798 51.08
2025-08-11 13F Foundation Wealth Management, LLC\PA 63,693 15.01 19,358 27.20
2025-08-12 13F Intellus Advisors LLC 7,197 0.07 2,187 10.68
2025-08-08 13F Fiduciary Counselling Inc 6,483 8.83 1,970 20.34
2025-07-17 13F Luminvest Wealth Management LLC 252,398 0.81 77,018 11.92
2025-07-30 13F Gimbal Financial 666 202
2025-07-09 13F GEM Asset Management, LLC 1,035 0.10 316 10.88
2025-08-14 13F Family Office Research LLC 2,119 15.67 644 28.03
2025-07-16 13F Rebalance, Llc 744,523 13.00 226,283 24.96
2025-07-17 13F Stone Point Wealth LLC 22,553 11.57 6,855 23.38
2025-07-25 13F Endowment Wealth Management, Inc. 26,963 2.15 8,195 12.96
2025-08-04 13F Mesirow Financial Investment Management, Inc. 77,584 0.74 23,582 11.39
2025-08-05 13F Sensible Money, LLC 6,490 34.12 1,973 48.38
2025-08-11 13F Actinver Wealth Management, Inc. 860 10.26 261 21.96
2025-07-11 13F Adirondack Trust Co 6,142 2.85 1,867 13.71
2025-08-04 13F L.m. Kohn & Company 23,601 17.16 7,173 29.57
2025-08-01 13F Facet Wealth, Inc. 1,895,368 6.30 589,251 19.22
2025-08-14 13F Byrne Financial Freedom, Llc 687 209
2025-08-14 13F Safeguard Investment Advisory Group, LLC 2,187 18.15 665 30.71
2025-08-13 13F Ironwood Investment Management Llc 46,094 3.02 14,009 13.93
2025-07-08 13F Apella Capital, LLC 430,143 8.59 131,452 23.61
2025-08-14 13F Clark Capital Management Group, Inc. 7,230 0.44 2,197 11.07
2025-07-17 13F City Holding Co 16,217 4.33 4,929 15.38
2025-08-08 13F CFO4Life Group, LLC 26,429 0.19 8,033 10.79
2025-07-14 13F Abacus Wealth Partners, LLC 2,552 0.12 776 10.71
2025-08-06 13F Fairway Financial, LLC 56,680 0.91 17,227 11.59
2025-07-28 13F Compass Advisory Group LLC 62,796 4.61 19,143 16.03
2025-08-14 13F 10Elms LLP 4,312 3.26 1,311 14.21
2025-04-10 13F Bremer Bank National Association 1,007 41.43 277 33.98
2025-07-16 13F Meredith Wealth Planning 9,911 9.14 3,012 20.72
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 19,594 343.81 5,680 329.25
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 145,235 0.71 44,141 11.37
2025-08-14 13F Objective Capital Management, LLC 5,271 1.86 1,602 12.66
2025-07-09 13F Heritage Wealth Architects, Inc. 12,058 9.78 3,665 21.40
2025-08-08 13F Strategies Wealth Advisors, LLC 14,287 5.03 4,342 16.16
2025-07-21 13F Yeomans Consulting Group, Inc. 8,362 1.20 2,541 11.89
2025-07-17 13F Fee-Only Financial Planning, L.C. 9,264 1.58 2,816 12.33
2025-08-13 13F Mount Yale Investment Advisors, LLC 431 131
2025-07-31 13F/A Avion Wealth 55,926 0.92 17 0.00
2025-07-16 13F Kathmere Capital Management, LLC 24,762 46.96 7,526 62.51
2025-08-14 13F Sand Hill Global Advisors, LLC 23,688 0.40 7,200 11.03
2025-08-13 13F Van Hulzen Asset Management, LLC 2,606 1.36 792 12.18
2025-08-07 13F Fagan Associates, Inc. 2,664 117.65 810 140.77
2025-07-25 13F We Are One Seven, LLC 54,657 7.31 16,612 18.67
2025-07-15 13F Foster Victor Wealth Advisors, LLC 8,060 0.24 2,478 17.78
2025-08-06 13F Disciplined Investors, L.L.C. 3,931 0.05 1,195 10.66
2025-08-05 13F Integrity Wealth Solutions LLC 7,133 1.09 2,168 11.81
2025-07-18 13F TPG Advisors LLC 31,149 1.66 9,467 12.42
2025-07-24 13F Cascade Investment Group, Inc. 71,950 1.55 21,868 12.29
2025-07-28 13F Morningstar Investment Management LLC 233,826 4.26 71 16.39
2025-08-14 13F Colony Group, LLC 1,446,595 28.83 439,676 42.47
2025-07-10 13F Selective Wealth Management, Inc. 15,990 14.45 4,917 34.46
2025-08-25 13F/A Promus Capital, LLC 369 146.00 112 173.17
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 3,409 105.61 1,078 146.45
2025-08-13 13F Plan Group Financial, LLC 20,616 1.86 6,266 12.64
2025-07-15 13F Armis Advisers, LLC 159,689 2.92 48,552 13.88
2025-08-07 13F AllGen Financial Advisors, Inc. 259,640 54.48 78,912 70.83
2025-08-12 13F Opus Investment Management Inc 157,154 25.70 47,764 39.00
2025-05-05 13F Lindbrook Capital, Llc 487,325 1.25 133,936 -3.98
2025-08-11 13F Private Advisor Group, LLC 1,165,863 4.55 354,341 15.62
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 34,323 4.72 10,432 15.81
2025-07-29 13F Nicholson Wealth Management Group, LLC 10,994 0.60 3,341 11.26
2025-07-21 13F Verus Financial Partners, Inc. 760,857 1.98 233,963 18.92
2025-07-09 13F Seaside Wealth Management, Inc. 346,641 1.85 105,355 12.63
2025-08-13 13F Avestar Capital, LLC Put 4,800 140.00 1,459 165.57
2025-08-14 13F Quartz Partners, LLC 16,688 61.74 5,072 78.87
2025-07-15 13F Tenon Financial LLC 25,010 1.67 7,601 12.42
2025-07-16 13F Cambridge Advisors Inc. 39,128 4.72 11,892 15.80
2025-08-13 13F Beacon Pointe Advisors, LLC 321,965 1.85 97,855 12.62
2025-07-31 13F Cardinal Point Capital Management, ULC 549,135 3.04 167,400 14.29
2025-07-24 13F Certus Wealth Management, LLC 2,266 0.40 689 6.17
2025-07-23 13F Eagle Strategies LLC 3,641 4.45 1,107 15.45
2025-08-06 13F Paladin Advisory Group, LLC 9,769 0.03 2,969 10.62
2025-07-22 13F Evensky & Katz LLC 281,785 37.07 86 51.79
2025-07-18 13F Newman Dignan & Sheerar, Inc. 1,520 462
2025-08-01 13F Mendel Money Management 679 206
2025-07-11 13F Lantz Financial LLC 37,901 0.98 11,519 11.67
2025-08-14 13F Old Mission Capital Llc 3,439 1,045
2025-07-16 13F New Insight Wealth Advisors 1,904 0.11 579 10.73
2025-08-13 13F Manning & Napier Advisors Llc 55,423 34.62 16,847 48.90
2025-08-06 13F Agf Management Ltd 641,572 0.07 195,108 10.83
2025-07-14 13F Edge Wealth Management LLC 1,023 21.93 311 35.22
2025-07-24 13F Edge Financial Advisors LLC 3,319 12.20 1,009 24.14
2025-08-14 13F Wetherby Asset Management Inc 316,707 0.56 96,257 5.46
2025-07-11 13F Kaydan Wealth Management, Inc. 17,381 5.92 5,283 17.12
2025-07-15 13F Cranbrook Wealth Management, LLC 866 0.58 263 11.44
2025-07-30 13F Phillips Financial Management, Llc 27,882 0.08 8,474 10.68
2025-07-11 13F Bell Bank 346,034 118.06 105,170 141.15
2025-08-13 13F Avestar Capital, LLC 17,492 19.96 5,330 33.02
2025-08-06 13F Moors & Cabot, Inc. 12,759 7.75 3,878 19.15
2025-07-14 13F UMA Financial Services, Inc. 225 11.94 68 23.64
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 4,068 0.42 1,236 11.05
2025-07-11 13F Grove Bank & Trust 10,775 0.06 3,275 10.65
2025-07-15 13F Wealth Effects Llc 29,136 0.34 8,855 10.96
2025-08-13 13F Capital Group Private Client Services, Inc. 48,425 28.79 14,718 42.43
2025-08-06 13F Paragon Capital Management Inc 6,332 46.17 1,924 61.68
2025-08-13 13F ESG Planning 10,532 18.75 3,201 31.31
2025-04-11 13F LPF Advisors LLC 111,082 5.79 30,530 0.34
2025-08-13 13F First National Advisers, LLC 16,161 5.66 4,912 16.85
2025-07-28 13F Nestegg Advisors, Inc. 2,068 629
2025-08-15 13F Equitable Holdings, Inc. 360,398 6.76 109,536 18.06
2025-07-11 13F Compass Ion Advisors, LLC 516,982 1.53 157,126 12.27
2025-08-11 13F Baldwin Investment Management, LLC 7,435 0.07 2,260 10.63
2025-08-13 13F Maia Wealth LLC 3,802 27.93 1,156 47.13
2025-08-01 13F Milestone Asset Management Group, LLC 6,574 11.10 1,998 22.82
2025-07-29 13F Two West Capital Advisors LLC 854 0.23 268 19.73
2025-07-10 13F Stewardship Advisors, LLC 717 218
2025-08-15 13F Kestra Advisory Services, LLC 572,106 8.00 173,880 19.43
2025-08-12 13F Change Path, LLC 63,330 33.46 19,248 47.59
2025-08-01 13F Brookwood Investment Group LLC 129,434 1.37 39,339 12.10
2025-08-01 13F Providence First Trust Co 20,153 38.16 6,125 52.78
2025-08-11 13F Anfield Capital Management, LLC 148 45
2025-08-12 13F Tradition Wealth Management, LLC 7,578 1.24 2,303 11.96
2025-07-10 13F Baker Tilly Financial, Llc 2,186 14.75 664 26.96
2025-07-10 13F IMPACTfolio, LLC 3,361 4.87 1,022 16.02
2025-07-21 13F F&V Capital Management, LLC 3,815 0.53 1 0.00
2025-07-14 13F Harbor Group, Inc. 3,153 7.17 958 18.56
2025-08-11 13F Western Wealth Management, LLC 45,014 1.65 13,681 12.42
2025-08-04 13F Wealth Management Associates, Inc. 28,245 4.13 8,585 15.14
2025-08-04 13F Bridgewealth Advisory Group, LLC 11,936 97.42 3,628 118.36
2025-07-25 13F Prostatis Group LLC 1,681 19.73 511 32.47
2025-08-06 13F Financial Alternatives, Inc 32,755 0.91 9,955 11.59
2025-07-31 13F Hanlon Investment Management, Inc. 4,339 1.78 1,319 12.55
2025-08-14 13F Moneta Group Investment Advisors Llc 503,853 3.97 153,136 14.97
2025-07-22 13F Valeo Financial Advisors, LLC 38,083 8.85 11,575 20.37
2025-08-12 13F Steward Partners Investment Advisory, Llc 194,046 8.97 58,976 20.50
2025-08-07 13F Vise Technologies, Inc. 22,216 83.88 6,752 92.86
2025-08-13 13F Scotia Capital Inc. 4,525 12.37 1,375 24.32
2025-08-04 13F ArborFi Advisors, LLC 4,656 1.02 1,415 11.77
2025-07-24 13F Coordinated Financial Services, Inc. 13,277 3.90 4,035 8.97
2025-08-14 13F Certified Advisory Corp 11,378 30.32 3,458 44.14
2025-08-12 13F Barr E S & Co 664 202
2025-08-05 13F Welch & Forbes Llc 2,786 37.44 847 51.89
2025-08-05 13F MidAtlantic Capital Management, Inc. 2,535 192.39 770 223.53
2025-08-01 13F SYM FINANCIAL Corp 258,733 1.48 78,637 12.23
2025-08-11 13F Schiavi & Co LLC 1,456 12.43 443 24.51
2025-08-08 13F Meridian Wealth Management, LLC 46,769 11.98 14,214 23.83
2025-07-15 13F Beacon Investment Advisory Services, Inc. 522,564 13.07 158,823 25.04
2025-07-28 13F Rosenberg Matthew Hamilton 156,264 3.80 47,493 14.79
2025-08-11 13F HighTower Advisors, LLC 1,717,728 6.14 522,069 17.38
2025-07-17 13F Legacy Wealth Management, Inc 28,208 4.49 8,573 15.55
2025-08-14 13F McIlrath & Eck, LLC 23,586 5.63 7,169 16.80
2025-08-13 13F Ark & Tlk Investments, Llc 20,937 7.58 6,363 18.98
2025-08-12 13F Proequities, Inc. 0 0
2025-08-04 13F Assetmark, Inc 1,059,390 265.21 321,980 303.87
2025-07-29 13F Quotient Wealth Partners, LLC 5,383 30.53 1,636 44.40
2025-08-07 13F Winch Advisory Services, LLC 10,426 0.24 3,169 10.85
2025-08-12 13F Tableaux Llc 8,776 263
2025-07-17 13F Investment Advisory Services Inc /tx /adv 9,348 0.52 2,841 11.15
2025-07-07 13F Wesbanco Bank Inc 50,289 128.89 15,284 153.13
2025-07-31 13F Allied Investment Advisors, LLC 21,420 44.20 6,510 59.48
2025-08-04 13F Bristlecone Advisors, LLC 38,144 1.88 11,593 12.66
2025-08-01 13F PCA Investment Advisory Services Inc. 11,098 3,373
2025-08-12 13F Coldstream Capital Management Inc 115,028 3.80 34,964 14.80
2025-07-09 13F Triumph Capital Management 6,210 1,887
2025-07-16 13F Plancorp, LLC 811,834 36.50 246,741 50.95
2025-07-21 13F Custos Family Office, LLC 23,440 9.42 7,124 21.01
2025-08-14 13F Murphy & Mullick Capital Management Corp 3,020 1.55 939 14.81
2025-08-08 13F Evolution Wealth Advisors, LLC 2,796 6.60 850 17.92
2025-08-01 13F Bull Oak Capital, LLC 40,956 12,448
2025-08-06 13F Innealta Capital, Llc 15,103 106.21 4,590 128.13
2025-07-25 13F Welch Group, LLC 2,435 32.05 740 46.83
2025-07-30 13F Bcm Advisors, Llc 123,593 1.70 38,637 14.04
2025-07-23 13F Bellevue Asset Management, Llc 2,349 3.53 714 14.61
2025-08-04 13F Family Wealth Group, LLC 1,101 335
2025-08-14 13F Great Valley Advisor Group, Inc. 98,184 9.33 29,841 20.91
2025-08-11 13F Cascade Wealth Advisors, Inc 8,032 1.29 2,514 20.23
2025-07-23 13F Nbt Bank N A /ny 57,888 0.74 17,594 11.40
2025-07-11 13F Scratch Capital Llc 21,953 4.19 6,672 15.21
2025-08-14 13F Bank Of America Corp /de/ 13,496,400 2.44 4,101,961 13.28
2025-08-12 13F Bedel Financial Consulting, Inc. 10,624 3.52 3,229 14.43
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 6,707 2.51 2,038 13.35
2025-05-15 13F Rakuten Investment Management, Inc. 45,463,779 5.49 12,431,161 2.27
2025-07-25 13F Yousif Capital Management, Llc 77,499 0.36 23,554 10.98
2025-07-30 13F Financial Perspectives, Inc 2,365 1.24 719 12.01
2025-07-03 13F McLean Asset Management Corp 25,265 33.80 7,719 67.71
2025-07-11 13F Ridgeline Wealth, LLC 4,559 34.88 1,386 49.09
2025-07-21 13F Keystone Financial Group, Inc. 1,840 1.27 569 13.83
2025-07-15 13F Define Financial, Llc 67,427 3.06 20,493 19.66
2025-08-05 13F Milestone Asset Management, Llc 1,114 339
2025-08-08 13F Good Life Advisors, LLC 40,855 33.93 12,417 48.11
2025-08-15 13F Fairfield, Bush & Co. 2,993 16.60 910 28.94
2025-07-28 13F Evernest Financial Advisors, LLC 696 212
2025-08-13 13F SCS Capital Management LLC 2,709,460 5.51 823,753 16.72
2025-08-13 13F Baird Financial Group, Inc. 787,131 3.69 239,233 14.66
2025-07-24 13F Ronald Blue Trust, Inc. 24,906 2.61 7,570 13.48
2025-08-07 13F Sound View Wealth Advisors Group, LLC 77,341 8.96 23,506 20.50
2025-07-25 13F Cascade Investment Advisors, Inc. 10,739 10.92 3,264 22.62
2025-07-29 13F Swmg, Llc 27,540 19.62 8,637 38.62
2025-07-22 13F Valpey Financial Services, LLC 929 282
2025-07-16 13F Kendall Capital Management 14,499 1.76 4,407 12.54
2025-07-10 13F Burns J W & Co Inc/ny 85,070 39.63 25,855 54.41
2025-08-14 13F Beaird Harris Wealth Management, LLC 37,028 55.56 11,254 72.04
2025-07-16 13F American National Bank 2,852 1.93 867 12.61
2025-08-12 13F Jpmorgan Chase & Co 5,237,643 18.38 1,591,877 30.91
2025-07-21 13F HT Partners LLC 70,317 65.02 21,371 82.49
2025-07-15 13F Verum Partners LLC 16,087 1,433.56 4,889 1,597.57
2025-08-05 13F Aviance Capital Partners, LLC 9,504 0.20 2,889 10.82
2025-08-13 13F Cerity Partners LLC 1,671,202 2.47 507,973 13.33
2025-07-21 13F Single Point Partners, LLC 14,099 0.73 4 33.33
2025-06-26 NP TDSB - Cabana Target Drawdown 7 ETF 14,010 3,822
2025-08-29 13F Evolution Wealth Management Inc. 95 29
2025-04-17 13F Vista Wealth Management Group, LLC 13,717 0.15 3,770 -5.01
2025-08-05 13F Magnolia Capital Advisors Llc 50,080 1.72 15,221 12.48
2025-08-05 13F Avant Financial Advisors LLC 39,659 1.54 12,054 12.29
2025-07-29 13F Harbor Asset Planning, Inc. 15,890 4,829
2025-08-08 13F EagleClaw Capital Managment, LLC 8,932 2.29 2,715 13.13
2025-07-16 13F Swisher Financial Concepts, Inc. 39,366 15.51 11,964 27.74
2025-08-11 13F Alps Advisors Inc 498,522 12.70 151,516 24.63
2025-08-14 13F Punch & Associates Investment Management, Inc. 689 67.23 209 84.96
2025-08-05 13F Main Street Research LLC 2,007 0.45 612 11.29
2025-08-12 13F Gladstone Institutional Advisory LLC 30,262 1.59 9,198 12.35
2025-07-17 13F Johnson & White Wealth Management, LLC 1,746 0.11 1
2025-08-11 13F/A Purus Wealth Management, LLC 1,730 52.83 526 68.81
2025-08-14 13F Warren Averett Asset Management, LLC 273,493 2.23 83,123 13.05
2025-08-04 13F Hantz Financial Services, Inc. 4,852 91.17 1
2025-07-30 13F Clifford Swan Investment Counsel Llc 13,471 40.63 4,094 55.55
2025-08-13 13F Nbw Capital Llc 1,192 362
2025-08-05 13F Mma Asset Management Llc 2,079 0.05 632 10.51
2025-08-07 13F Atala Financial Inc 22,595 6.84 6,867 18.09
2025-08-26 NP CRTBX - Conquer Risk Tactical Rotation Fund 56,640 9.58 17,215 14.92
2025-07-15 13F Affinity Wealth Management Llc 1,940 0.52 590 11.13
2025-08-13 13F Idaho Trust Bank 779 237
2025-08-12 13F Jacobi Capital Management LLC 98,386 1.05 29,902 11.75
2025-08-14 13F Comerica Bank 303,022 5.07 92,097 16.19
2025-07-16 13F ORG Wealth Partners, LLC 2,552 71.16 776 88.56
2025-07-07 13F Centurion Wealth Management LLC 6,773 71.95 2,058 80.37
2025-08-14 13F Acas, Llc 6,628 6.70 2,106 23.46
2025-08-13 13F Haverford Trust Co 236,941 0.28 72,013 10.89
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 4,072 129.41 1
2025-05-02 13F BluePointe Capital Management, LLC 17,396 7.95 4,781 2.38
2025-08-06 13F Quadrant Private Wealth Management, LLC 11,902 120.41 3,628 144.47
2025-07-22 13F Relyea Zuckerberg Hanson LLC 33,047 0.09 10,044 10.68
2025-08-14 13F Voya Financial Advisors, Inc. 11,187 2.60 3,393 13.82
2025-07-23 13F Valmark Advisers, Inc. 125,185 7.97 38,048 19.40
2025-07-31 13F Hobart Private Capital, LLC 1,013 23.69 308 36.44
2025-07-07 13F Good Steward Wealth Advisors,LLC 42,090 18.21 12,792 30.73
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 15,356 3.65 4,667 14.64
2025-07-17 13F Financial Partners Group, LLC 672 204
2025-07-18 13F jvl associates llc 147,018 12.00 44,683 23.85
2025-08-13 13F GeoWealth Management, LLC 343,264 10.06 104,328 21.71
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 23,420 0.62 7,118 11.27
2025-07-29 13F Gladwyn Financial Advisors, Inc. 315 96
2025-08-13 13F Willis Johnson & Associates, Inc. 7,637 0.58 2,321 11.27
2025-07-10 13F HF Advisory Group, LLC 4,394 0.07 1,335 10.70
2025-07-18 13F Pennsylvania Capital Management Inc /adv 3,406 23.81 1,035 36.90
2025-07-09 13F Kearns & Associates LLC 173,841 6.15 52,835 17.39
2025-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 7,260 1.82 2,207 12.61
2025-08-13 13F Satovsky Asset Management Llc 76,269 6.03 23,180 17.25
2025-07-17 13F Sound Income Strategies, LLC 9,947 14.37 3,023 26.49
2025-07-22 13F Berkshire Money Management, Inc. 198 60
2025-08-05 13F Elyxium Wealth, LLC 882 268
2025-08-06 13F Middleton & Co Inc/ma 697 212
2025-07-09 13F Radnor Capital Management, LLC 3,452 0.41 1
2025-07-08 13F Atwood & Palmer Inc 2,555 91.67 777 112.02
2025-08-08 13F Gts Securities Llc 16,700 5,076
2025-08-13 13F Summit Wealth Group Llc / Co 17,469 5,325
2025-07-24 13F Cyndeo Wealth Partners, LLC 33,689 10.50 10,239 22.20
2025-08-04 13F Buck Wealth Strategies, LLC 1,336 406
2025-08-14 13F Camden Capital, LLC 29,843 114.47 9,070 137.19
2025-07-28 13F Revolve Wealth Partners, LLC 392,681 5.31 119,348 16.46
2025-08-08 13F Mjp Associates Inc /adv 52,652 0.07 16,002 10.66
2025-07-11 13F Ullmann Financial Group, Inc. 5,223 99.20 1,587 120.42
2025-07-16 13F EdgeRock Capital LLC 17,060 5,185
2025-07-16 13F Dakota Wealth Management 52,549 2.93 15,971 13.83
2025-07-25 13F RHS Financial, LLC 24,866 3.60 7,558 14.57
2025-07-15 13F Bfsg, Llc 114,807 2.86 34,893 13.75
2025-07-28 13F Holistic Planning, LLC 7,553 51.76 2,296 67.89
2025-08-08 13F Tanglewood Legacy Advisors, LLC 77 23
2025-08-12 13F Franklin Resources Inc 42,690 2.35 12,975 13.18
2025-07-29 13F Chicago Partners Investment Group LLC 90,712 6.88 28,339 20.93
2025-08-07 13F 1st Source Bank 1,664 50.59 506 66.67
2025-07-17 13F CWA Asset Management Group, LLC 92,223 9.62 28,029 21.23
2025-07-30 13F Townsend & Associates, Inc 692 217
2025-08-13 13F MONECO Advisors, LLC 24,797 82.99 7,536 102.36
2025-07-30 13F Sonata Capital Group Inc 35,733 2.02 11 11.11
2025-08-15 13F Howland Capital Management Llc 17,502 0.05 5,335 10.98
2025-07-29 13F Angeles Wealth Management, Llc 54,635 22.74 16,605 35.74
2025-07-30 13F Lafayette Investments, Inc. 2,032 102.19 618 123.55
2025-08-04 13F One Day In July LLC 32,755 0.52 9,955 11.17
2025-07-28 13F Ritholtz Wealth Management 1,310,049 23.06 398,163 36.08
2025-08-11 13F Copperleaf Capital, LLC 7,865 6.59 2,391 17.85
2025-08-14 13F Hancock Whitney Corp 22,934 560.73 6,970 631.37
2025-08-28 NP TFAZX - TFA Tactical Income Fund Class I 3,500 12.90 1,064 24.77
2025-07-29 13F Sigma Investment Counselors Inc 65,449 15.92 19,892 28.19
2025-07-08 13F Lowe Wealth Advisors, LLC 782 11.40 238 23.44
2025-07-15 13F Bnc Wealth Management, Llc 14,497 1.36 4,406 12.11
2025-08-15 13F Pine Ridge Advisers LLC 109,999 89.13 33,432 109.15
2025-08-11 13F Lowe Brockenbrough & Co Inc 3,221 2.35 979 13.19
2025-07-10 13F Shira Ridge Wealth Management 4,613 30.87 1,402 44.83
2025-07-22 13F Sage Investment Counsel LLC 3,761 8.79 1,143 20.32
2025-08-18 13F Tactive Advisors, LLC 1,590 483
2025-07-09 13F Christopher J. Hasenberg, Inc 13,347 171.01 4,057 198.67
2025-07-23 13F Quarry Hill Advisors, Llc 16,495 4.50 5,013 15.56
2025-07-15 13F Cora Capital Advisors Llc 3,363 0.48 1,022 11.21
2025-08-01 13F Zhang Financial LLC 546,016 11.80 165,951 23.63
2025-07-30 13F Wbh Advisory Inc 198,845 2.29 60,435 13.12
2025-07-17 13F Alliance Wealth Advisors, LLC 5,252 25.44 1,596 38.78
2025-08-14 13F Geneva Partners, LLC 1,869 0.38 568 10.96
2025-07-14 13F Gries Financial Llc 16,179 3.71 4,917 14.70
2025-07-24 13F Financial Security Advisor, Inc. 2,038 0.34 621 11.29
2025-08-05 13F Key FInancial Inc 3,903 0.10 1,186 10.74
2025-07-25 13F Mitchell Sinkler & Starr/pa 21,210 2.41 6,446 13.27
2025-08-14 13F Visionary Wealth Advisors 10,178 10.34 3,093 22.01
2025-08-12 13F CIBC Private Wealth Group, LLC 377,823 4.32 114,832 30.08
2025-08-14 13F JPL Wealth Management, LLC 36,195 1.71 11,001 12.47
2025-07-25 13F Richardson Financial Services Inc. 2,158 12.51 656 24.29
2025-07-17 13F Chicago Capital, LLC 38,084 9.83 11,575 21.46
2025-08-07 13F Allworth Financial LP 8,339,758 1.91 2,534,703 15.15
2025-05-15 13F Wealth Management Strategies, Inc. 7,972 4.44 2,191 9,859.09
2025-07-17 13F/A Capital Investment Advisors, LLC 20,927 1.28 6,360 11.99
2025-07-18 13F Parsons Capital Management Inc/ri 3,911 0.26 1,189 10.82
2025-07-17 13F BayBridge Capital Group, LLC 27,867 4.28 8,469 15.32
2025-07-09 13F Sandy Cove Advisors, LLC 43,284 10.28 13,155 21.95
2025-08-04 13F Waterfront Wealth Inc. 1,335 20.81 406 33.66
2025-08-08 13F Tortoise Investment Management, LLC 38,793 4.91 11,790 16.01
2025-07-25 13F Johnson Investment Counsel Inc 71,383 2.10 21,695 12.91
2025-08-14 13F Chai Trust Co Llc 536,415 0.48 163,033 11.12
2025-08-06 13F Robinson Smith Wealth Advisors Llc 1,091 332
2025-07-17 13F Moss Adams Wealth Advisors LLC 869,024 5.39 264,745 16.82
2025-08-05 13F Elm Partners Management LLC 844,068 108.23 256,538 130.27
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 173,222 48.36 52,647 64.07
2025-08-12 13F BWM Planning, LLC 90,259 12.09 27,432 23.95
2025-08-05 13F BCGM Wealth Management, LLC 2,117 13.94 643 26.08
2025-07-22 13F BridgePort Financial Solutions, LLC 3,201 120.15 973 143.61
2025-07-28 13F Duncker Streett & Co Inc 154 24.19 47 35.29
2025-07-22 13F Penobscot Investment Management Company, Inc. 6,520 4.74 1,982 15.85
2025-07-15 13F Great Oak Capital Partners, Llc 1,008 309
2025-07-22 13F Beacon Financial Advisory LLC 1,594 21.49 484 34.44
2025-07-15 13F Charter Capital Management, LLC\DE 1,089 331
2025-08-11 13F GW&K Investment Management, LLC 2,554 29.45 1
2025-08-14 13F Full Sail Capital, LLC 3,612 68.39 1,098 86.25
2025-08-05 13F Seelaus Asset Management LLC 1,882 67.44 572 85.39
2025-08-14 13F Jane Street Group, Llc Put 35,000 71.57 10,638 89.74
2025-08-14 13F Jane Street Group, Llc Call 404,000 39.79 122,788 54.59
2025-08-14 13F Fiduciary Trust Co 63,666 22.76 19,350 35.75
2025-07-30 13F White Lighthouse Investment Management Inc. 13,477 1.25 4,096 11.95
2025-08-13 13F My Purposeful Wealth Corp. 21,805 13.49 6,787 28.52
2025-08-08 13F Francis Financial, Inc. 13,496 13.72 4,104 25.85
2025-07-11 13F Pinnacle Bancorp, Inc. 11,133 7.90 3,384 19.33
2025-08-11 13F Morling Financial Advisors, LLC 115,547 2.79 35,118 13.67
2025-08-12 13F Weitzel Financial Services, Inc. 25,522 3.99 7,997 23.26
2025-07-31 13F FSM Wealth Advisors, LLC 86,083 19.57 26,307 32.95
2025-08-13 13F Gamco Investors, Inc. Et Al 54,566 16,584
2025-07-29 13F Semitam Bonam Llc 50,252 15,273
2025-08-18 13F Spg Advisors Llc 1,117 339
2025-07-24 13F Ashford Advisors, LLC 164,727 0.14 50,065 10.74
2025-07-21 13F Crews Bank & Trust 24,005 23.57 7,296 36.64
2025-07-16 13F Crowley Wealth Management, Inc. 1,782 98.66 542 119.92
2025-07-11 13F Rockwood Wealth Management, LLC 17,127 6.46 5,206 17.73
2025-04-09 13F Compass Investment Advisers LLC 4,715 1,366
2025-07-23 13F L.K. Benson & Company, P.C. 24,638 10.47 7,488 22.17
2025-08-13 13F Royal Fund Management, LLC 10,062 1.06 3,062 11.10
2025-08-13 13F River Wealth Advisors LLC 2,999 4.31 912 15.32
2025-07-08 13F Peirce Capital Management, LLC 11,531 192.96 3,505 224.14
2025-08-12 13F Burk Holdings LLC 1,235 375
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 150,330,714 30,685.29 1,857 -98.62
2025-07-25 13F Sequoia Financial Advisors, LLC 3,555,236 2.79 1,080,543 13.67
2025-08-14 13F Jane Street Group, Llc 59,549 2.51 18,099 13.35
2025-07-22 13F Belpointe Asset Management LLC 40,995 60.60 12,460 77.61
2025-08-12 13F Strategic Advisors LLC 7,416 29.31 2,254 42.96
2025-07-23 13F Golden Reserve Retirement LLC 303,898 11.64 92,309 23.47
2025-05-09 13F Delta Financial Group, Inc. 3,936 7.60 1 0.00
2025-08-08 13F Your Advocates Ltd., LLP 1,067 21.94 324 35.00
2025-08-04 13F UNIVEST FINANCIAL Corp 30,542 2.23 9,283 13.04
2025-08-13 13F Gateway Wealth Partners, LLC 16,513 11.86 5,019 23.69
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 703 214
2025-08-11 13F Goodman Financial Corp 1,163 354
2025-08-12 13F J.w. Cole Advisors, Inc. 119,962 73.46 36,460 91.82
2025-08-05 13F Prosperity Wealth Management, Inc. 2,473 7.66 752 19.02
2025-08-14 13F Hamilton Capital, LLC 1,486 3.92 452 15.05
2025-05-15 13F IronBridge Private Wealth, LLC 6,360 0.35 1,748 -4.85
2025-08-08 13F Larson Financial Group LLC 14,791 14.56 4,495 26.69
2025-08-12 13F Forum Private Client Group LLC 743 226
2025-08-14 13F Ambassador Advisors, LLC 15,585 6.28 4,737 17.52
2025-08-12 13F/A Brightwater Advisory LLC 4,540 38.63 1,380 53.22
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 885 269
2025-07-14 13F Proathlete Wealth Management Llc 5 2
2025-08-14 13F Hirtle Callaghan & Co LLC 220,885 1.85 67,134 12.63
2025-06-30 NP Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R 61,601 1.65 16,806 -7.12
2025-07-02 13F Helen Stephens Group, LLC 3,895 15.85 1,184 28.03
2025-08-13 13F Allium Financial Advisors, Llc 4,503 10.99 1,369 22.69
2025-08-13 13F Trustmark National Bank Trust Department 5,649 76.31 1,717 95.00
2025-07-08 13F Moulton Wealth Management, Inc 36,415 265.94 11,217 310.24
2025-07-16 13F Perigon Wealth Management, LLC 117,674 1.54 35,765 12.28
2025-08-15 13F Lantern Wealth Advisors, LLC 13,107 0.29 3,984 5.18
2025-07-15 13F IMS Capital Management 13,489 3.13 4,100 14.05
2025-07-29 13F TFC Financial Management 2,806 10.08 853 21.71
2025-08-12 13F SRS Capital Advisors, Inc. 83,473 11.61 41,918 103.94
2025-07-29 13F Marathon Strategic Advisors, LLC 3,404 1,035
2025-07-14 13F Northland Capital Management LLC 56,060 25.85 17,038 39.18
2025-07-15 13F Ballentine Partners, LLC 5,974,816 2.02 1,815,926 12.82
2025-08-26 13F/A Thrivent Financial For Lutherans 50,610 36.39 15 50.00
2025-07-22 13F Joule Financial, LLC 1,081 0.75 330 11.90
2025-04-15 13F Corrigan Financial, Inc. 3,870 1,064
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 12,594 93.60 3,828 114.16
2025-07-08 13F Red Spruce Capital, LLC 784 0.26 238 11.21
2025-08-12 13F Clearwater Capital Advisors, LLC 2,448 1.12 744 11.73
2025-04-30 13F J Hagan Capital, Inc. 11,565 3,352
2025-08-08 13F Bouchey Financial Group Ltd 30,767 1.16 9,356 11.93
2025-07-25 13F Lion Street Advisors, LLC 11,744 3.32 3,569 14.24
2025-07-29 13F Aspiriant, Llc 95,846 3.88 29,131 14.87
2025-08-07 13F Sollinda Capital Management LLC 1,365 9.73 415 21.41
2025-08-08 13F Thrive Capital Management, LLC 3,569 1,085
2025-08-13 13F Fisher Asset Management, LLC 20,904 42.04 6,354 57.10
2025-03-12 13F/A Private Capital Management Llc 16,596 1.75 4,440 4.74
2025-08-08 13F Apex Wealth Management, LLC 17,414 67.91 5,293 85.68
2025-08-14 13F Sequent Planning LLC 37,292 4.93 11,334 16.04
2025-07-23 13F Drake & Associates, LLC 1,341 1.98 408 12.74
2025-08-04 13F Kovack Advisors, Inc. 28,156 5.84 8,557 17.04
2025-07-09 13F WealthCare Investment Partners, LLC 2,162 3.20 666 25.71
2025-09-04 13F Beacon Capital Management, Inc. 1 0
2025-07-18 13F Trilogy Capital Inc. 641,878 6.01 195,086 17.23
2025-07-15 13F BCS Wealth Management 12,178 4.09 4 0.00
2025-08-14 13F Core Wealth Advisors, Inc. 818 249
2025-07-11 13F AA Financial Advisors, LLC 54,729 2.45 16,634 13.29
2025-06-03 13F Invst, LLC 173,093 2,123.99 47,573 2,009.62
2025-07-31 13F Sentinel Trust Co Lba 102,030 14.04 31 29.17
2025-07-29 13F Werba Rubin Papier Wealth Management 9,785 0.34 2,974 10.93
2025-08-14 13F/A Skopos Labs, Inc. 3,067 307.85 932 352.43
2025-07-23 13F Madden Advisory Services, Inc. 11,444 0.73 3,478 11.40
2025-08-29 13F Total Investment Management Inc 13 4
2025-07-30 13F Retirement Planning Group 30,094 1.84 9,147 12.62
2025-07-18 13F Northstar Group, Inc. 230,788 3.79 70,144 14.78
2025-08-08 13F Burling Wealth Partners, Llc 25,925 21.94 7,879 34.85
2025-07-25 13F Almanack Investment Partners, LLC. 74,116 21.58 22,526 34.45
2025-08-14 13F DecisionPoint Financial, LLC 9,447 97.18 2,871 118.16
2025-07-10 13F Ahl Investment Management, Inc. 6,112 0.33 1,858 10.93
2025-07-16 13F Vision Capital Management, Inc. 3,308 21.39 1,005 34.36
2025-08-13 13F Allegheny Financial Group LTD 6,501 7.56 1,976 18.90
2025-07-17 13F Prepared Retirement Institute LLC 20,675 9.30 6,284 20.87
2025-08-04 13F Arkadios Wealth Advisors 74,703 32.31 22,704 46.32
2025-08-14 13F Keebeck Wealth Management, LLC 1,697 11.06 517 23.39
2025-08-14 13F Talon Private Wealth, LLC 2,664 20.43 810 33.28
2025-07-09 13F Wolff Financial Management Llc 1,198 3.63 0
2025-07-23 13F Stonegate Investment Group, LLC 12,038 0.37 3,659 10.98
2025-08-13 13F Tobias Financial Advisors, Inc. 2,267 34.38 689 48.60
2025-07-11 13F Kaufman Rossin Wealth, LLC 9,865 151.15 2,998 177.85
2025-08-06 13F Vantage Financial Partners, LLC 5,505 1.81 1,673 12.58
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 63,051 0.77 19,163 11.44
2025-07-25 13F Keener Financial Planning LLC 15,044 19.18 5 33.33
2025-08-04 13F Retirement Systems of Alabama 1,670 3.09 508 13.93
2025-08-12 13F Waddell & Associates, Llc 1,850 4.23 562 15.40
2025-07-22 13F Accel Wealth Management 24,692 7.77 7,505 19.17
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 7,847 0.56 2,385 11.24
2025-08-04 13F Partners in Financial Planning 36,169 0.09 10,993 10.68
2025-05-01 13F Schechter Investment Advisors, LLC 29,255 20.46 8,040 14.24
2025-08-14 13F Ruggaard & Associates LLC 2,805 8.81 853 20.34
2025-07-22 13F Berger Financial Group, Inc 18,442 32.75 5,605 46.78
2025-08-14 13F Mercer Global Advisors Inc /adv Put 1,845,406 560,694
2025-08-07 13F Rathbone Brothers plc 5,029 10.55 1,528 22.24
2025-08-05 13F Hapanowicz & Associates Financial Services, Inc 946 11.16 288 23.18
2025-07-17 13F Summit Financial Strategies, Inc. 4,832 1.17 1,469 11.89
2025-08-14 13F Scott Marsh Financial, LLC 685 208
2025-05-07 13F Spectrum Wealth Counsel, LLC 4,611 2.81 1,267 -2.46
2025-07-16 13F Magnus Financial Group LLC 6,017 2.68 1,829 13.54
2025-07-30 13F Bleakley Financial Group, LLC 77,796 92.40 23,645 112.76
2025-08-05 13F Fourth Dimension Wealth, LLC 8,045 6.22 2,445 17.49
2025-08-14 13F Fairview Capital Investment Management, Llc 43,537 1.01 13,232 11.71
2025-08-05 13F Huntington National Bank 19,923 51.30
2025-08-07 13F Midwest Trust Co 90,914 27,631
2025-07-17 13F Northwest Wealth Management, Llc 87,190 15.13 26,500 27.31
2025-07-18 13F Marino, Stram & Associates Llc 14,851 17.92 4,514 30.40
2025-08-06 13F Thompson Siegel & Walmsley Llc 5,072 1.62 2 0.00
2025-07-31 13F Buckingham Strategic Partners 600,329 40.80 182,458 55.70
2025-08-13 13F Solidarilty Wealth, LLC 4,691 0.11 1,430 11.11
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 464 141
2025-09-05 13F/A Prospera Capital Management, LLC 233,128 4.05 71,067 15.41
2025-07-30 13F Forum Financial Management, LP 21,312 3.69 6,477 14.68
2025-08-11 13F Atlantic Private Wealth, LLC 58,464 27.54 17,769 41.04
2025-08-08 13F ProVise Management Group, LLC 1,237 376
2025-08-12 13F Integrated Advisors Network LLC 48,462 2.45 14,729 13.29
2025-08-08 13F Kingsview Wealth Management, LLC 29,651 5.92 9,012 17.13
2025-07-15 13F Pitti Group Wealth Management, LLC 24,675 0.55 7,499 11.20
2025-07-31 13F Oak Harbor Wealth Partners, Llc 458 465.43 139 531.82
2025-08-05 13F Transatlantique Private Wealth Llc 1,000 304
2025-07-07 13F Kings Path Partners LLC 87,084 15.79 26,467 28.05
2025-07-31 13F Pullen Investment Management, LLC 26,951 7.14 8,191 18.49
2025-08-12 13F PKS Advisory Services, LLC 16,607 10.04 5,047 21.70
2025-07-17 13F Applied Capital LLC 56,858 3.43 17,281 14.38
2025-07-07 13F First Citizens Financial Corp 13,143 8.21 3,995 19.65
2025-08-14 13F Helium Advisors LLC 3,928 90.49 1,194 110.78
2025-08-14 13F Financial Engines Advisors L.L.C. 384,113 13.99 116,743 26.05
2025-07-24 13F Lee Financial Co 10,150 0.50 3,090 11.35
2025-08-11 13F FSA Wealth Management LLC 5,425 5.98 1,649 17.13
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 1,121 4.67 341 15.65
2025-08-04 13F Arbor Capital Management Inc /adv 909 285
2025-08-19 13F Newbridge Financial Services Group, Inc. 727 14.67 221 27.01
2025-08-14 13F Douglass Winthrop Advisors, LLC 50,330 15,297
2025-07-21 13F Triad Wealth Partners, LLC 943 287
2025-08-13 13F West Wealth Group, LLC 770 240
2025-07-21 13F Tanglewood Wealth Management, Inc. 565,435 20.13 171,853 32.84
2025-07-30 13F Arbor Investment Advisors, LLC 10,427 8.93 3,169 20.49
2025-07-29 13F Stratos Wealth Partners, LTD. 221,449 1.44 67,305 12.18
2025-07-17 13F Norris Perne & French Llp/mi 1,113 338
2025-07-23 13F Elevate Wealth Advisory, Inc 1,215 0.50 370 11.45
2025-07-09 13F Channel Wealth Llc 2,946 0.07 895 10.63
2025-07-10 13F Orgel Wealth Management, LLC 5,655 21.61 1,719 34.43
2025-07-14 13F Narus Financial Partners, LLC 14,105 2.97 4,287 13.87
2025-08-13 13F Nicolet Bankshares Inc 13,868 106.83 4,215 128.77
2025-08-12 13F Laurel Wealth Advisors LLC 904,752 67,067.93 3 -99.46
2025-07-11 13F William Howard & Co Financial Advisors Inc 1,071 1.32 325 12.07
2025-07-29 13F Wingate Wealth Advisors, Inc. 5,299 0.06 1,610 10.65
2025-07-30 13F Studio Investment Management Llc 16,675 3.90 5,083 15.26
2025-08-12 13F Nuveen, LLC 112,200 21.69 34,101 34.57
2025-07-31 13F Sage Mountain Advisors LLC 400,314 0.72 121,667 11.38
2025-07-28 13F Hudson Capital Management LLC 2,940 0.14 894 10.79
2025-08-07 13F HC Advisors, LLC 12,114 2.46 3,682 13.30
2025-08-13 13F Transce3nd, LLC 735 0.14 227 19.47
2025-08-08 13F Brickley Wealth Management 3,780 3.50 1,149 14.46
2025-07-25 13F Bull Street Advisors, LLC 6,388 1.14 2 0.00
2025-08-04 13F Cottage Street Advisors LLC 701 213
2025-07-25 13F Allspring Global Investments Holdings, LLC 90,547 6.02 27,520 16.85
2025-07-29 13F Stordahl Capital Management, Inc. 4,742 1,441
2025-08-12 13F Seeds Investor Llc 138,179 1.48 41,997 12.22
2025-08-19 13F Asset Dedication, LLC 30,990 8.99 9,419 20.51
2025-07-11 13F Capital Advantage, Inc. 2,731 9.37 830 14.80
2025-08-12 13F Pathstone Holdings, LLC 758,593 11.98 230,713 24.00
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 3,046 5.36 926 16.50
2025-08-11 13F Brown Brothers Harriman & Co 12,626 75.90 3,837 94.57
2025-07-14 13F Caitlin John, LLC 9,177 71.92 2,789 90.12
2025-07-31 13F West Michigan Advisors, Llc 3,159 5.72 963 17.30
2025-07-28 13F Virtus Wealth Solutions LLC 1,753 0.29 533 10.83
2025-07-10 13F Security National Bank 10,637 3.37 3,233 14.29
2025-08-13 13F Northwestern Mutual Wealth Management Co 917,699 3.41 278,916 14.35
2025-07-15 13F Burns Matteson Capital Management, LLC 9,613 9.38 2,922 20.95
2025-07-23 13F Woodside Wealth Management LLC 13,310 1.30 4,045 12.02
2025-08-11 13F Inspire Advisors, LLC 9,221 10.67 2,803 22.41
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 17,596 5.78 5,348 16.98
2025-08-18 13F/A Westwood Holdings Group Inc 753 229
2025-07-17 13F San Luis Wealth Advisors LLC 2,907 1.04 1
2025-07-28 13F Aries Wealth Management 14,039 27.80 4,267 41.31
2025-08-14 13F Quantinno Capital Management LP 297,167 41.00 90,318 55.93
2025-07-31 13F Leavell Investment Management, Inc. 44,265 0.28 13,493 11.23
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 7,832 5.67 2,380 16.84
2025-07-16 13F Minichmacgregor Wealth Management, Llc 1,814 62.11 551 79.48
2025-07-14 13F Capstone Wealth Management, LLC 3,592 82.99 1,092 102.41
2025-07-08 13F Parisi Gray Wealth Management 64,036 1.19 19,462 11.90
2025-08-13 13F B&D White Capital Company, LLC 117,150 35,606
2025-08-14 13F/A Rockefeller Capital Management L.P. 626,551 2.02 191,593 13.50
2025-08-14 13F Aprio Wealth Management, LLC 2,743 2.62 834 13.49
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 4,289 7.09 1,304 18.45
2025-07-07 13F O'Connor Financial Group LLC 2,769 15.14 853 29.05
2025-08-27 NP Nuveen Dow 30sm Dynamic Overwrite Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39,400 12.89 11,975 24.85
2025-07-24 13F Morton Brown Family Wealth, LLC 4,886 2.95 1,485 13.80
2025-07-09 13F Bulwark Capital Corp 47,905 14,560
2025-08-06 13F Carnegie Lake Advisors LLC 2,639 0.08 1
2025-07-22 13F Macroview Investment Management Llc 4,178 2.75 1,270 13.61
2025-07-28 13F Cypress Wealth Services, LLC 3,704 93.12 1,126 113.47
2025-08-11 13F Plotkin Financial Advisors, LLC 56,917 0.79 17,299 11.46
2025-07-11 13F Mallini Complete Financial Planning LLC 128,684 1.86 3,911 -88.74
2025-07-09 13F Keystone Wealth Services, LLC 4,159 15.85 1,264 28.19
2025-08-13 13F Empire Financial Management Company, LLC 8,189 2.92 2,489 13.82
2025-08-14 13F Stonehaven Wealth & Tax Solutions, Llc 7,151 0.17 2,173 10.75
2025-07-14 13F Friday Financial 16,318 111.95 4,960 131.84
2025-08-04 13F BLB&B Advisors, LLC 12,389 15.52 3,765 27.76
2025-07-22 13F Wells Trecaso Financial Group, LLC 10,704 4.49 3,253 15.56
2025-08-05 13F Gibraltar Capital Management, Inc. 51,223 1.30 15,568 12.02
2025-07-23 13F Country Club Bank /gfn 256,039 2.15 77,659 13.31
2025-08-08 13F WASHINGTON TRUST Co 54,031 0.93 16,422 11.62
2025-08-11 13F Brass Tax Wealth Management, Inc 86,771 0.18 26,372 10.79
2025-07-17 13F Chatham Capital Group, Inc. 4,815 22.68 1,463 35.71
2025-08-13 13F Keystone Financial Group 114,747 6.34 34,880 17.61
2025-07-11 13F Physician Wealth Solutions Inc. 2,896 4.36 880 15.49
2025-08-14 13F Aspen Grove Capital, LLC 77,349 15.08 23,581 27.63
2025-07-16 13F True North Advisors, LLC 13,168 0.11 4,002 10.71
2025-08-13 13F Level Four Advisory Services, Llc 31,420 1.18 9,550 11.89
2025-07-22 13F Woodmont Investment Counsel Llc 91,969 3.27 27,952 14.21
2025-07-31 13F Pinnacle Wealth Management Group, Inc. 2,228 0.22 677 10.98
2025-07-22 13F Miracle Mile Advisors, LLC 292,178 3.93 88,802 14.93
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 1,324 1.38 403 11.98
2025-08-13 13F Daner Wealth Management, LLC 5,641 351.28 1,783 375.47
2025-08-07 13F Argent Advisors, Inc. 720 219
2025-07-02 13F HBW Advisory Services LLC 12,422 10.25 3,775 21.93
2025-07-22 13F Wealthcare Advisory Partners LLC 376,386 1.53 114,395 12.28
2025-07-29 13F John G Ullman & Associates Inc 1,354 14.65 412 26.85
2025-08-14 13F Potentia Wealth 2,070 629
2025-08-06 13F Chancellor Financial Group WB LP 2,225 50.03 676 66.09
2025-08-07 13F Private Advisory Group LLC 5,705 1,734
2025-07-09 13F Efficient Frontier Advisors LLC 35,647 0.57 10,834 11.21
2025-08-14 13F Aldebaran Financial Inc. 3,103 1.04 943 11.73
2025-07-25 13F Ruedi Wealth Management, Inc. 5,152 9.08 1,566 20.57
2025-07-09 13F Roth Financial Partners LLC 1,196 6.22 364 17.48
2025-08-07 13F Summit X, LLC 2,638 64.46 802 82.27
2025-08-11 13F Blue Bell Private Wealth Management, Llc 36,077 20.43 10,965 33.17
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 1,085 1.69 330 12.29
2025-07-22 13F One Wealth Management Investment & Advisory Services, LLC 8,926 2.57 2,713 13.43
2025-07-29 13F Balboa Wealth Partners 20,248 2.03 6,154 12.82
2025-08-06 13F/A Flagship Private Wealth, LLC 17,802 0.30 5,411 10.93
2025-07-17 13F Kavar Capital Partners Group, Llc 8,819 0.73 2,680 11.39
2025-07-23 13F Eagle Rock Investment Company, Llc 9,913 0.34 3,013 10.94
2025-08-13 13F Bernardo Wealth Planning LLC 4,799 11.29 1 0.00
2025-07-10 13F American Financial Advisors, LLC 17,476 17.85 5,311 30.33
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 1,067 29.81 324 44.00
2025-08-06 13F Rialto Wealth Management, LLC 10,495 3.59 3,190 14.55
2025-05-14 13F Monterey Private Wealth, Inc. 192,454 6.34 52,894 0.85
2025-08-27 NP Nuveen S&p 500 Dynamic Overwrite Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,500 760.00 6,534 851.09
2025-08-12 13F NFP Retirement, Inc. Put 61
2025-08-05 13F Telos Capital Management, Inc. 131,309 4.84 39,909 15.94
2025-07-21 13F Ascent Group, LLC 8,731 24.34 2,654 37.46
2025-07-14 13F Foster Group, Inc. 1,324,199 3.91 402,464 14.91
2025-07-30 13F Eqis Capital Management, Inc. 1,421 66.78 432 84.19
2025-07-16 13F GoalFusion Wealth Management, LLC 1,355 1.27 412 11.99
2025-07-22 13F FFG Partners, LLC 1,701 6.91 517 18.08
2025-08-06 13F Decker Retirement Planning Inc. 11,944 1.47 3,630 12.21
2025-08-12 13F Fairscale Capital, LLC 3,912 2.97 1,216 16.48
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 11,053 0.35 3,359 7.21
2025-07-29 13F Rodgers & Associates, LTD 7,725 2.06 2,348 12.84
2025-04-15 13F Noble Wealth Management PBC 357 90.91 98 81.48
2025-08-12 13F Cornerstone Capital, Inc. 5,764 11.23 1,752 22.96
2025-08-18 13F Hollencrest Capital Management 73,366 0.27 22,298 10.89
2025-07-16 13F Leading Edge Financial Planning LLC 1,295 4.77 393 15.93
2025-07-29 13F ODonnell Financial Services, LLC 5,471 21.90 1,663 34.79
2025-08-06 13F Atlas Legacy Advisors, LLC 12,101 32.74 3,676 46.65
2025-08-08 13F Advisors Capital Management, LLC 13,108 12.82 3,984 24.74
2025-08-12 13F Global Retirement Partners, LLC 102,914 6.46 31,279 11.65
2025-05-02 13F Napatree Capital Llc 13,463 0.82 3,700 -4.37
2025-08-04 13F Amplius Wealth Advisors, LLC 4,622 1.63 1,405 12.41
2025-08-12 13F Trexquant Investment LP 661 201
2025-07-15 13F Maseco Llp 10,908 3,315
2025-07-14 13F Hoey Investments, Inc 73 43.14 22 69.23
2025-07-24 13F Eastern Bank 34,255 33.69 10,411 47.84
2025-07-16 13F Global Wealth Management, LLC 23,822 0.10 7,331 12.08
2025-07-18 13F Bartlett & Co. Wealth Management Llc 161,794 6.79 49,284 18.36
2025-08-11 13F TD Waterhouse Canada Inc. 45,594 13.16 13,852 24.77
2025-08-13 13F Quest Investment Management Llc 2,311 8.45 702 20.00
2025-07-28 13F Curated Wealth Partners LLC 4,188 10.56 1,273 22.31
2025-08-06 13F Atlantic Union Bankshares Corp 18,129 304.21 5,510 347.16
2025-08-14 13F Glenview Trust Co 58,936 1.01 17,912 11.70
2025-08-18 13F Ashford Capital Management Inc 93,592 4.39 28,445 15.44
2025-08-04 13F Premier Path Wealth Partners, LLC 5,902 7.21 1,794 18.58
2025-08-06 13F Walkner Condon Financial Advisors LLC 11,173 44.24 3,396 59.54
2025-07-08 13F Chemistry Wealth Management LLC 1,750 3.18 532 13.95
2025-07-29 13F Ariston Services Group 1,520 7.65 462 19.07
2025-07-21 13F Pflug Koory, LLC 6 2
2025-07-30 13F/A Alpha Wealth Funds, LLC 3,389 502
2025-08-01 13F MorganRosel Wealth Management, LLC 238,298 4.56 72,426 15.63
2025-07-30 13F Paragon Advisors, LLC 1,647 14.61 500 26.90
2025-08-12 13F Martin Worley Group 76,113 7.15 23,133 18.49
2025-07-17 13F Fifth Third Securities, Inc. 114,249 2.19 34,724 13.01
2025-08-15 13F WFA of San Diego, LLC 36,208 26.18 11,005 35.43
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 19,269 1.42 5,857 12.14
2025-07-17 13F Albion Financial Group /ut 4,664 0.02 1,418 10.62
2025-07-21 13F Consilium Wealth Advisory, LLC 31,329 2.55 9,522 13.40
2025-07-25 13F Hassell Wealth Management, LLC 237,131 3.80 74,082 22.77
2025-07-11 13F LongView Wealth Management 9,433 7.18 2,867 18.53
2025-07-21 13F Qrg Capital Management, Inc. 21,783 22.04 6,621 34.96
2025-07-28 13F Rainwater Charitable Foundation 345,029 4.60 104,865 15.67
2025-07-18 13F Vicus Capital 15,578 19.76 4,735 32.42
2025-07-23 13F H&H Retirement Design & Management INC 1,697 525
2025-07-03 13F Garde Capital, Inc. 252,636 0.01 76,784 10.59
2025-07-22 13F Autumn Glory Partners, LLC 10,642 7.29 3,234 18.64
2025-07-25 13F Cwm, Llc 145,399 1.09 44 12.82
2025-08-11 13F CFS Investment Advisory Services, LLC 5,277 15.42 2 0.00
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 175,403 86.86 53,310 106.64
2025-07-22 13F Aquire Wealth Advisors, LLC 8,268 1.06 2,513 11.74
2025-07-18 13F Dogwood Wealth Management LLC 36,967 10.00 11,296 22.30
2025-08-07 13F Capitol Family Office, Inc. 126,759 0.54 38,526 11.18
2025-07-22 13F DAVENPORT & Co LLC 32,103 6.19 9,757 17.41
2025-08-04 13F Simon Quick Advisors, Llc 72,906 9.45 22,158 21.03
2025-07-25 13F Carl Stuart Investment Advisor, Inc 327,890 1.60 99,656 12.36
2025-08-13 13F StoneX Group Inc. 56,829 3.16 17,324 14.41
2025-07-30 13F Whittier Trust Co Of Nevada Inc 12,299 18.21 3,738 30.71
2025-07-23 13F Equitable Trust Co 21,907 5.77 6,658 16.97
2025-07-10 13F Cypress Point Wealth Management, LLC 38,337 12.80 11,652 24.74
2025-07-15 13F Regatta Capital Group, Llc 6,544 35.82 1,989 50.15
2025-07-17 13F Lazari Capital Management, Inc. 12,287 0.04 3,734 10.64
2025-07-29 13F Monument Group Wealth Advisors, LLC 57,406 4.48 17,448 15.54
2025-08-14 13F Sentinel Wealth Management, Inc. 4,523 1
2025-08-14 13F Ruane, Cunniff & Goldfarb L.P. 2,551 47.88 775 63.50
2025-07-31 13F Silver Oak Advisory Group, Inc. 33,548 1.34 10 11.11
2025-08-06 13F Texas Yale Capital Corp. 6,280 10.64 1,909 22.31
2025-08-01 13F Motco 284 12.70 88 27.54
2025-07-16 13F Brown, Lisle/cummings, Inc. 4,800 53.60 1,459 69.93
2025-07-24 13F Ridgeline Wealth Planning, LLC 3,945 1.05 1,199 11.85
2025-08-12 13F Summit Global Investments 9,741 6.46 3 0.00
2025-07-24 13F Trust Co Of Toledo Na /oh/ 1,281 389
2025-08-28 NP ELM - Elm Market Navigator ETF 268,627 49.21 81,644 65.01
2025-07-21 13F DHJJ Financial Advisors, Ltd. 775 50.78 235 66.67
2025-08-14 13F Sei Investments Co 525,961 26.30 159,855 39.67
2025-07-23 13F Proffitt & Goodson Inc 176,014 0.92 53,496 11.61
2025-07-10 13F Family Legacy Financial Solutions, LLC 407 124
2025-08-14 13F Cardiff Park Advisors, Llc 510,573 2.51 155,178 13.36
2025-08-07 13F Howard Bailey Securities, Llc 4,155 279.11 1,263 319.27
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 1,193 0.85 362 11.38
2025-07-31 13F Curio Wealth, Llc 2,256 17,253.85 686 -14.91
2025-07-21 13F Sageworth Trust Co 1,206,128 2.43 366,578 13.27
2025-07-10 13F Perkins Coie Trust Co 6,521 32.92 1,982 46.96
2025-07-28 13F Harbour Investments, Inc. 99,640 3.35 30,284 14.28
2025-07-31 13F GenTrust, LLC 122,865 12.39 37,454 24.66
2025-08-11 13F Diversified Portfolios, Inc. 442,791 2.15 134,577 12.96
2025-08-25 13F Hilltop Partners LLC 2,006 610
2025-07-23 13F Foresight Capital Management Advisors, Inc. 15,183 2.57 4,615 13.42
2025-08-13 13F Continuum Advisory, LLC 76,722 5.98 23,318 17.20
2025-07-07 13F Greenfield Savings Bank 8,402 0.26 2,554 10.86
2025-08-11 13F Kirtland Hills Capital Management, Llc 774 235
2025-08-05 13F Lincoln National Corp 834,850 1.51 253,736 12.25
2025-08-08 13F Pnc Financial Services Group, Inc. 2,549,479 0.01 774,863 10.59
2025-08-12 13F 17 Capital Partners, Llc 1,798 14.52 546 26.68
2025-07-14 13F Park Avenue Securities Llc 204,663 0.94 62 12.73
2025-08-06 13F Grey Fox Wealth Advisors, LLC 1,572 2.34 479 13.51
2025-08-04 13F Atria Investments Llc 115,285 9.43 35,039 21.02
2025-08-12 13F JMG Financial Group, Ltd. 162,125 2.38 49,275 13.22
2025-08-05 13F Bank Of Montreal /can/ 910,754 1.51 276,805 12.25
2025-07-14 13F CRA Financial Services, LLC 5,382 6.60 1,636 17.88
2025-07-25 13F Sovereign Financial Group, Inc. 2,959 21.62 899 34.58
2025-08-08 13F CWS Financial Advisors, LLC 33,356 4.30 10,138 15.34
2025-07-18 13F Pure Financial Advisors, Inc. 142,991 25.77 43,459 39.08
2025-07-29 13F Salomon & Ludwin, LLC 2,568 5.12 785 16.84
2025-07-09 13F Krilogy Financial LLC 26,085 53.06 7,928 69.27
2025-07-15 13F Family Investment Center, Inc. 2,574 0.35 782 11.08
2025-07-22 13F Duncan Williams Asset Management, LLC 678 206
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 310 94
2025-08-13 13F Russell Investments Group, Ltd. 7,210 122.19 2,191 145.90
2025-08-14 13F C M Bidwell & Associates Ltd 25,262 1.33 7,678 12.06
2025-07-25 13F Investment Advisory Group, LLC 12,805 6.05 3,892 17.27
2025-07-16 13F Register Financial Advisors LLC 1,521 3.40 462 14.36
2025-07-25 13F Van Strum & Towne Inc. 23,280 0.80 7,075 11.47
2025-08-29 NP MOOD - Relative Sentiment Tactical Allocation ETF 21,162 530.20 6,432 597.51
2025-07-07 13F RB Capital Management, LLC 1,704 4.28 518 15.40
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 84,742 12.64 25,756 24.56
2025-07-17 13F Vermillion Wealth Management, Inc. 3,763 1.59 1,144 12.28
2025-08-14 13F Prelude Capital Management, Llc 12,700 49.71 3,860 65.55
2025-07-14 13F Gridiron Partners, LLC 27,947 9.29 8,494 20.85
2025-07-22 13F Bay Harbor Wealth Management, LLC 382 5.82 116 17.17
2025-08-14 13F Tudor Investment Corp Et Al 45,669 96.43 13,880 117.25
2025-07-14 13F S.A. Mason LLC 26,404 1.14 8,025 11.83
2025-07-31 13F Moloney Securities Asset Management, LLC 43,722 113.28 13,288 135.85
2025-07-18 13F SOA Wealth Advisors, LLC. 2,028 1.96 616 12.82
2025-08-11 13F Elite Financial, Inc. 14,469 31.82 4 33.33
2025-08-08 13F Blankinship & Foster, LLC 103,457 2.39 31,444 13.22
2025-08-08 13F Hudock, Inc. 4,304 7.06 1,308 18.37
2025-07-23 13F Beaumont Asset Management, L.L.C. 7,027 46.24 2,136 61.74
2025-08-07 13F Future Fund LLC 725 220
2025-07-14 13F Sowell Financial Services LLC 19,858 2.23 6,035 13.06
2025-07-09 13F Sawyer & Company, Inc 3,149 23.10 1
2025-07-15 13F Family Wealth Partners, Llc 29,748 37.58 9,041 52.15
2025-07-09 13F VisionPoint Advisory Group, LLC 3,358 1,020
2025-07-11 13F Quantum Financial Advisors, LLC 24,367 87.67 7,406 107.54
2025-08-11 13F First American Trust, Fsb 1,988 3.70 604 14.83
2025-07-15 13F Bank Of Stockton 7,835 16.98 2,381 29.40
2025-07-11 13F Trust Co Of Virginia /va 677 206
2025-07-08 13F Everpar Advisors Llc 4,664 9.72 1,418 21.32
2025-07-15 13F Sightline Wealth Advisors, LLC 753 229
2025-07-31 13F Manuka Financial, LLC 108,691 9.69 33,035 21.31
2025-08-06 13F Horan Securities, Inc. 7,883 0.65 2,396 11.29
2025-07-21 13F Quent Capital, LLC 2,189 30.69 665 44.57
2025-07-31 13F Topsail Wealth Management, LLC 443,518 1.71 135,203 12.81
2025-08-06 13F Valtinson Bruner Financial Planning LLC 7,214 21.84 2,192 34.73
2025-07-23 13F Venturi Wealth Management, LLC 3,957 0.10 1,203 10.68
2025-07-03 13F Whitcomb & Hess, Inc. 1,949 2.31 592 13.19
2025-07-30 13F Advantage Trust Co 3,749 19.05 1,139 31.68
2025-08-04 13F Leeward Financial Partners, LLC 1,446 0.49 439 11.14
2025-08-11 13F Bradley Foster & Sargent Inc/ct 41,851 45.24 12,720 60.61
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 23,508 0.03 7,145 10.62
2025-07-07 13F Wealth Alliance Advisory Group, LLC 37,742 3.86 11,471 14.85
2025-08-08 13F JFG Wealth Management, LLC 15,820 2.29 4,808 13.13
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 7,098 5.58 2,158 16.84
2025-07-14 13F Brady Martz Wealth Solutions, LLC 34,343 0.29 10,438 10.90
2025-08-08 13F Avantax Advisory Services, Inc. 282,434 5.61 85,840 16.79
2025-06-27 NP MSMR - McElhenny Sheffield Managed Risk ETF 20,839 33.88 5,685 22.31
2025-08-13 13F Serenus Wealth Advisors, LLC 23,004 66.90 4,299 13.49
2025-07-29 13F Hourglass Capital, Llc 5,059 18.78 1,538 31.37
2025-08-28 13F Midwestern Financial, LLC /IA 15,349 4,665
2025-07-24 13F Baxter Bros Inc 6,169 118.84 1,875 142.12
2025-07-29 13F Fundamentun, Llc 44,498 119.83 13,524 143.11
2025-07-21 13F Stash Investments, LLC 279,629 4.47 84,988 15.53
2025-07-25 13F Tranquility Partners, LLC 1,064 10.26 323 21.89
2025-08-12 13F Ade, Llc 1,033 28.32 314 42.08
2025-07-24 13F Brandywine Oak Private Wealth Llc 8,678 18.23 2,638 30.74
2025-08-01 13F First National Trust Co 8,363 6.13 2,542 17.37
2025-07-17 13F Nova R Wealth, Inc. 2,049 1.34 623 12.07
2025-08-15 13F CI Private Wealth, LLC 2,520,364 122.53 476,663 53.13
2025-07-23 13F TriaGen Wealth Management LLC 9,496 0.95 2,886 11.64
2025-07-16 13F Colton Groome Financial Advisors, Llc 2,002 9.34 608 21.84
2025-08-04 13F Arcadia Wealth Management, Inc. 5,456 13.17 1,658 25.13
2025-08-14 13F Cura Wealth Advisors, Llc 7,608 39.32 2,312 54.13
2025-07-15 13F Eaton Financial Holdings Company, LLC 7,303 23.61 2,220 36.72
2025-08-05 13F Peregrine Asset Advisers, Inc. 5,462 45.19 1,660 60.60
2025-04-29 13F Callan Capital, LLC 4,570 180.54 1,256 165.89
2025-07-14 13F Cherrydale Wealth Management, Llc 258,302 5.47 78,506 16.63
2025-07-14 13F Legacy Capital Group California, Inc. 2,090 0.24 635 10.82
2025-07-17 13F Moody Lynn & Lieberson, Llc 17,674 1.65 5,372 12.41
2025-07-21 13F Fortis Capital Advisors, LLC 18,255 204.71 5,548 237.06
2025-08-12 13F Blueprint Investment Partners LLC 13,502 4,104
2025-07-16 13F Cadent Capital Advisors, LLC 954 0.42 290 10.73
2025-08-01 13F a16z Perennial Management, L.P. 17,160 5,215
2025-08-12 13F Absolute Capital Management, LLC 13,673 4.15 4,162 15.33
2025-08-08 13F Altfest L J & Co Inc 4,982 104.52 1,514 126.31
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 131,208 7.21 39,997 18.91
2025-08-25 13F/A Neuberger Berman Group LLC 13,905 2.97 4,226 13.88
2025-08-12 13F Jaffetilchin Investment Partners, LLC 233,030 2.74 70,825 13.61
2025-08-14 13F Catalyst Financial Partners Llc 10,740 13.69 3,264 25.73
2025-07-15 13F Tepp RIA, LLC 1,025 312
2025-07-23 13F BankPlus Trust Department 1,347 30.40 409 44.52
2025-08-14 13F Seneschal Advisors, LLC 77,208 2.04 23,466 12.83
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 20,854 3.92 6,338 14.92
2025-08-04 13F Golden Road Advisors Llc 4,862 41.63 1,478 56.63
2025-07-09 13F Hardin Capital Partners, LLC 12,106 10.85 3,679 22.59
2025-07-30 13F Insight Advisors, LLC/ PA 2,068 1.42 629 12.14
2025-08-04 13F Jim Saulnier & Associates, Llc 6,992 3.52 2,125 14.44
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 28,875 30.57 8,776 44.40
2025-07-17 13F Hengehold Capital Management Llc 4,289 3.90 1,304 14.90
2025-07-17 13F Grandview Asset Management LLC 5,658 0.14 2 0.00
2025-07-18 13F PBMares Wealth Management LLC 11,306 0.36 3,436 11.02
2025-08-08 13F Altiora Financial Group, LLC 85,648 9.71 26,031 21.32
2025-08-08 13F/A Ignite Planners, LLC 1,840 569
2025-08-11 13F Ironsides Asset Advisors, LLC 65,254 1.34 19,833 12.06
2025-08-12 13F AlphaCore Capital LLC 62,286 27.98 18,988 41.96
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 5,691 3.68 1,730 14.50
2025-07-22 13F Old National Bancorp /in/ 16,750 17.17 5,091 29.55
2025-08-15 13F First Heartland Consultants, Inc. 31,087 41.21 9,448 56.17
2025-07-25 13F waypoint wealth counsel 678 206
2025-05-15 13F/A Orion Portfolio Solutions, LLC 525,477 2.79 144,422 -2.51
2025-07-31 13F BIP Wealth, LLC 308,345 5.48 93,716 16.65
2025-08-12 13F Archvest Wealth Advisors, Inc. 4,818 0.17 1,464 10.83
2025-08-13 13F Victory Capital Management Inc 258,252 85.29 78,491 104.90
2025-05-01 13F Lane & Associates LLC 55,309 4.33 15,201 -3.97
2025-08-05 13F Dunhill Financial, LLC 35,577 198.14 10,813 230.17
2025-08-04 13F AMG National Trust Bank 275,620 0.21 83,769 10.81
2025-07-09 13F Mirador Capital Partners LP 1,688 0.18 513 10.80
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 38,020 5.16 11,590 16.65
2025-08-14 13F Synovus Financial Corp 123,656 602.79 37,592 677.32
2025-08-07 13F Encompass More Asset Management 4,998 2.33 1,519 13.11
2025-08-13 13F Schroder Investment Management Group 877 267
2025-08-12 13F Nemes Rush Group LLC 1,034 8.05 314 19.85
2025-07-31 13F Sharper & Granite LLC 35,306 8.81 10,786 20.95
2025-08-14 13F Peak Asset Management, LLC 3,620 9.56 1,100 21.15
2025-07-18 13F Lockerman Financial Group, Inc. 723 220
2025-08-11 13F Nordwand Advisors, LLC 297 91
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 8,845 7.41 2,688 13.66
2025-07-10 13F Weinberger Asset Management, Inc 114,720 0.19 34,867 10.79
2025-08-06 13F Outfitter Financial LLC 10,624 3.91 3,229 14.92
2025-08-13 13F Wellspring Financial Advisors, LLC 6,180,604 0.04 59,110 10.90
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 3,134 1.62 953 12.40
2025-07-09 13F Key Client Fiduciary Advisors, LLC 3,953 2.14 1,202 12.98
2025-07-30 13F LifeWealth Investments, LLC 3,002 32.95 912 47.10
2025-08-13 13F Garner Asset Management Corp 24,384 19.81 7,411 32.49
2025-07-22 13F/A Red Mountain Financial, LLC 1,771 0.23 538 10.93
2025-08-13 13F Quadrant Capital Group Llc 60,562 89.33 18,407 109.37
2025-08-12 13F Riverstone Advisors, LLC 2,825 1.69 859 12.45
2025-07-18 13F RKL Wealth Management LLC 3,459 223.27 1,051 257.48
2025-08-07 13F Clarity Wealth Advisors, LLC 97,055 2.14 29,498 12.95
2025-08-13 13F Jones Financial Companies Lllp 494,365 18.19 149,981 31.04
2025-08-13 13F RIA Advisory Group LLC 94,983 1,807.67 28,868 2,010.23
2025-07-25 13F LRI Investments, LLC 14,159 2.42 4,303 13.27
2025-04-14 13F Regent Peak Wealth Advisors LLC 251,292 0.75 69,065 -4.45
2025-07-23 13F Sax Wealth Advisors, Llc 40,614 32.35 12,344 46.37
2025-08-12 13F LPL Financial LLC Put 700 213
2025-08-12 13F Asset Management Group, Inc. 45,626 1.65 13,867 12.41
2025-08-12 13F LPL Financial LLC 13,517,198 4.00 4,108,282 15.01
2025-08-06 13F ETF Store, Inc. 5,690 0.18 1,729 10.76
2025-07-24 13F Papp L Roy & Associates 7,967 20.79 2,422 33.61
2025-07-22 13F Three Bridge Wealth Advisors, LLC 1,020 311
2025-05-14 13F Keeley-Teton Advisors, LLC 58,289 7.07 16,020 1.54
2025-07-08 13F First National Corp /ma/ /adv 4,880 22.98 1,483 36.06
2025-07-11 13F/A Umb Bank N A/mo 19,937 0.73 6,059 11.40
2025-07-15 13F BostonPremier Wealth LLC 158,233 1.77 48,092 12.54
2025-07-30 13F Exencial Wealth Advisors, Llc 5,679 2.16 1,726 12.97
2025-07-30 13F LGT Financial Advisors LLC 3,341 28.95 1,015 42.56
2025-07-02 13F Lvm Capital Management Ltd/mi 720 0
2025-07-16 13F Old North State Wealth Management, LLC 5,601 14.52 1,703 26.64
2025-08-01 13F Petra Financial Advisors Inc 2,449 2.13 744 12.90
2025-07-25 13F Legal Advantage Investments, Inc. 14,199 0.05 4,316 10.64
2025-07-22 13F Grimes & Company, Inc. 10,291 3.20 3,128 14.12
2025-08-11 13F Delta Asset Management Llc/tn 2,529 0.08 769 10.66
2025-08-14 13F Sherman Asset Management, Inc. 35,552 0.04 10,806 10.63
2025-07-30 13F Ethic Inc. 766 232
2025-08-14 13F Alliancebernstein L.p. 238,003 17.48 72,336 29.91
2025-08-04 13F Great Lakes Retirement, Inc. 33,909 3.59 10,337 14.90
2025-08-14 13F GWM Advisors LLC 396,009 11.93 120,359 23.78
2025-07-25 13F Muirfield Wealth Advisors Llc 7,040 23.73 2,140 36.85
2025-07-15 13F Level Financial Advisors, Inc. 21,359 12.81 6,492 24.75
2025-08-11 13F Strategic Equity Management 4,266 25.69 1,297 39.06
2025-07-30 NP ENDW - Cambria Endowment Style ETF 1,163 337
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 725 220
2025-04-11 13F Permanent Capital Management, LP 3,099 852
2025-07-28 13F Nvest Financial, LLC 1,060 17.39 322 29.84
2025-08-13 13F Renaissance Technologies Llc 10,600 65.62 3,222 83.22
2025-08-12 13F Braun Stacey Associates Inc 957 291
2025-08-11 13F Independent Advisor Alliance 45,115 19.07 13,712 31.67
2025-08-07 13F Addison Advisors LLC 3,539 54.54 1,076 70.91
2025-07-31 13F Oppenheimer & Co Inc 45,659 2.76 13,877 13.64
2025-07-18 13F Forza Wealth Management, LLC 14,192 10.37 4,313 22.04
2025-08-06 13F First Horizon Advisors, Inc. 73,184 3.71 22,243 14.69
2025-07-11 13F Pioneer Wealth Management Group 2,865 3.09 871 14.02
2025-08-14 13F Camarda Financial Advisors, LLC 2,127 13.50 646 25.44
2025-07-08 13F Parallel Advisors, LLC 150,437 0.48 45,722 11.12
2025-08-14 13F Heritage Wealth Management, Inc. 3,446 2.83 1,047 13.80
2025-07-21 13F Successful Portfolios LLC 17,737 3.72 5,391 14.68
2025-08-07 13F Fund Evaluation Group, LLC 4,677 83.92 1,421 103.58
2025-08-05 13F NewSquare Capital LLC 388,544 5.35 115,530 16.63
2025-07-09 13F Burt Wealth Advisors 1,341 0.22 408 10.90
2025-07-17 13F Catalytic Wealth RIA, LLC 34,157 16.42 10,381 28.75
2025-08-14 13F Greenline Partners, LLC 172,768 48,704.52 52,510 4.18
2025-08-15 13F Lgl Partners, Llc 658 205
2025-07-17 13F First County Bank /CT/ 2,267 1.52 689 12.40
2025-08-04 13F Buckhead Capital Management Llc 703 214
2025-08-06 13F TKG Advisors, LLC 4,211 4.57 1,280 15.64
2025-08-12 13F Watchman Group, Inc. 1,169 9.46 355 21.16
2025-07-07 13F Global Wealth Strategies & Associates 1,241 5.26 377 16.36
2025-08-14 13F Mpwm Advisory Solutions, Llc 3,675 157.89 1,117 185.42
2025-08-04 13F Capital Performance Advisors Llp 24,355 1.80 7,402 12.58
2025-07-22 13F Romano Brothers And Company 25,072 0.30 7,620 10.92
2025-07-18 13F PFG Investments, LLC 36,186 6.40 10,998 17.67
2025-08-12 13F Pfc Capital Group, Inc. 2,301 21.55 1
2025-08-05 13F Astra Wealth Partners LLC 20,455 4.95 6,217 16.06
2025-08-08 13F Foundations Investment Advisors, LLC 131,132 30.39 39,855 44.19
2025-08-08 13F Advisory Resource Group 1,457 2.39 443 13.04
2025-07-14 13F Occidental Asset Management, LLC 1,015 13.28 309 25.20
2025-08-11 13F Citigroup Inc 832,914 0.16 253,148 10.76
2025-07-22 13F Simplicity Wealth,LLC 10,272 35.75 3,122 50.12
2025-08-04 13F Saxony Capital Management, LLC 954 3.02 290 13.78
2025-08-14 13F Herold Advisors, Inc. 1,503 0.07 457 10.41
2025-08-12 13F Cowa, Llc 1,121 2.09 341 12.96
2025-07-22 13F Firethorn Wealth Partners, Llc 1,550 12.48 471 24.60
2025-08-07 13F Efficient Advisors, LLC 383,864 3.90 116,668 14.90
2025-07-30 13F Cullen/frost Bankers, Inc. 8,200 26.47 2,492 39.84
2025-07-15 13F Capstone Wealth Management Group LLC 795 242
2025-08-08 13F Glassman Wealth Services 36,854 0.35 11,201 10.98
2025-07-21 13F Barrett & Company, Inc. 86,325 14.93 26,237 27.10
2025-07-03 13F Trinity Financial Advisors LLC 45,351 17.79 13,825 36.02
2025-08-11 13F BluePath Capital Management, LLC 1,353 21.35 411 34.31
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1,078,645 0.72 332,255 12.89
2025-07-25 13F Gordian Advisors LLC 77,813 3.44 23,650 14.40
2025-08-21 13F Clarion Wealth Managment Partners, LLC 1,863 566
2025-08-06 13F Nicholas Hoffman & Company, LLC. 164,868 0.43 50,108 11.06
2025-08-14 13F Susquehanna International Group, Llp 144,800 27.62 44,009 41.13
2025-08-14 13F Susquehanna International Group, Llp Call 772,700 46.48 234,847 61.99
2025-08-12 13F O'shaughnessy Asset Management, Llc 82,209 9.58 24,986 21.18
2025-08-13 13F Alerus Financial Na 8,494 2,582
2025-07-23 13F Next Level Wealth Planning, LLC 45,624 5.41 13,867 16.56
2025-07-31 13F Trademark Financial Management, LLC 16,622 0.43 5,052 11.06
2025-07-11 13F Diversified Trust Co 128,558 1.87 39,073 12.65
2025-08-12 13F Running Point Capital Advisors, LLC 8,059 1.05 2,449 11.78
2025-08-14 13F TCG Advisory Services, LLC 310,090 1.57 94,246 12.32
2025-08-07 13F Legacy Financial Advisors, Inc. 16,634 8.73 5,055 20.24
2025-08-14 13F Harwood Advisory Group, LLC 799 76.77 243 86.15
2025-07-18 13F Trust Co Of Vermont 24,701 12.50 7,507 24.41
2025-08-01 13F Bank of Jackson Hole Trust 240 15.94 73 20.00
2025-08-12 13F Osborne Partners Capital Management, Llc 24,588 15.20 7,473 27.42
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 35,788 64.21 10,877 80.98
2025-08-14 13F Spectrum Financial Alliance Ltd LLC 1,674 129.95 523 161.00
2025-08-13 13F Capital Analysts, Inc. 33,258 4.02 10 25.00
2025-08-14 13F Sunbelt Securities, Inc. 852 96.31 247 106.72
2025-07-24 13F Acima Private Wealth, Llc 23,144 1.52 7,034 12.27
2025-08-14 13F Bbr Partners, Llc 106,688 18.71 32,426 31.28
2025-07-08 13F Ballew Advisors, Inc 845 0.12 260 18.18
2025-07-09 13F Clarus Wealth Advisors 8,982 47.29 2,745 67.62
2025-05-02 13F Cable Hill Partners, LLC 2,495 681
2025-07-22 13F Alta Wealth Advisors LLC 1,946 3.18 592 14.09
2025-07-29 13F Arcus Capital Partners, LLC 10,260 0.60 3,118 11.24
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2,024 28.43 616 42.03
2025-08-14 13F DRW Securities, LLC 59,720 18,151
2025-07-30 13F IMG Wealth Management, Inc. 14 4
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 6,112 16.33 1,858 28.60
2025-08-18 13F Finward Bancorp 702 213
2025-08-11 13F Empirical Finance, LLC 55,050 5.09 16,731 16.21
2025-07-22 13F Gemmer Asset Management LLC 7,344 0.78 2,232 11.49
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 6,483 25.40 1,970 38.73
2025-08-14 13F Aqr Capital Management Llc 669,343 9.60 203,433 21.20
2025-07-10 13F High Net Worth Advisory Group LLC 12,824 11.90 3,900 23.74
2025-07-14 13F Sentinel Pension Advisors Inc 1,671 4.50 508 15.49
2025-08-07 13F Roberts Glore & Co Inc /il/ 28,609 1.44 8,695 12.18
2025-07-16 13F TCI Wealth Advisors, Inc. 53,527 0.13 16,268 10.73
2025-08-18 13F/A Kestra Investment Management, LLC 14,985 20.14 4,554 32.85
2025-07-30 13F Syntegra Private Wealth Group, LLC 19,484 8.06 5,922 19.50
2025-08-12 13F Centric Wealth Management 2,195 195.42 687 236.76
2025-08-06 13F Geometric Wealth Advisors 12,116 3.05 3,682 13.96
2025-08-08 13F Fusion Capital, LLC 1,638 1.74 498 12.44
2025-08-14 13F Archetype Wealth Partners 1,624 11.77 0
2025-07-15 13F Retirement Income Solutions, Inc 7,032 11.92 2,137 23.81
2025-04-28 13F Redmont Wealth Advisors Llc 41 11
2025-08-06 13F Vestmark Advisory Solutions, Inc. 1,273,766 117.19 387,136 140.17
2025-08-05 13F Bridgewater Advisors Inc. 187,164 2.61 58,509 17.64
2025-08-12 13F Maripau Wealth Management Llc 5,004 71.19 1,521 89.41
2025-07-16 13F Wealth Group Ltd 5,151 0.29 1,566 10.91
2025-07-25 13F M3 Advisory Group, LLC 25,411 2.77 7,723 13.66
2025-07-15 13F Unified Investment Management 1,361 24.98 414 38.13
2025-08-26 NP Nuveen Nasdaq 100 Dynamic Overwrite Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 80,300 46.53 24,406 62.04
2025-08-14 13F STAR Financial Bank 1,030 313
2025-05-15 13F National Wealth Management Group, LLC 11,146 0.07 3,063 -5.08
2025-07-16 13F MKT Advisors LLC 2,096 66.48 637 104.50
2025-07-10 13F Brooklyn FI, LLC 120,279 6.51 36,556 7.54
2025-07-23 13F GGM Financials LLC 1,753 533
2025-08-12 13F Howe & Rusling Inc 188,957 17.10 57,430 29.49
2025-07-25 13F Lodestar Private Asset Management Llc 68,641 0.41 20,862 11.04
2025-08-14 13F Sentinus, LLC 50,284 1.12 15,283 11.82
2025-08-06 13F Prodigy Asset Management LLC 16,443 18.91 4,997 31.50
2025-08-14 13F EP Wealth Advisors, Inc. 207,993 6.50 63,215 17.77
2025-07-28 13F WealthPlan Investment Management, LLC 171,307 17.14 52,065 29.54
2025-08-01 13F May Hill Capital, LLC 2,323 4.26 706 15.36
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 9,500 9.20 2,887 20.74
2025-08-07 13F Prospect Financial Group LLC 17,375 4.45 5,281 15.51
2025-08-13 13F/A DLD Asset Management, LP Call 700 213
2025-07-25 13F Iron Financial, LLC 38,577 0.92 11,725 11.59
2025-08-07 13F Montag A & Associates Inc 7,798 5.72 2,377 17.27
2025-08-13 13F/A DLD Asset Management, LP Put 900 274
2025-07-29 13F Parthenon Llc 5,341 2.91 1,623 13.81
2025-07-31 13F Kathleen S. Wright Associates Inc. 21,369 9.86 6,495 21.47
2025-08-13 13F Johnson Financial Group, Inc. 54,710 25.28 16,672 38.90
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 127,648 47.23 37,003 45.69
2025-07-09 13F GSG Advisors LLC 268,628 0.36 81,644 13.62
2025-07-29 13F Northwest Quadrant Wealth Management, LLC 4,590 1.75 1,395 12.59
2025-08-08 13F Hartland & Co., LLC 139,250 0.11 42,322 10.71
2025-08-08 13F IMA Wealth, Inc. 19,379 4.86 5,890 15.97
2025-08-14 13F Snowden Capital Advisors LLC 21,753 3.45 6,631 14.74
2025-08-08 13F Oak Harvest Investment Services 1,645 7.03 500 18.48
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 15,438 3.81 4,692 14.80
2025-08-01 13F Advisory Alpha, LLC 23,653 0.77 7,189 11.44
2025-07-24 13F WMG Financial Advisors, LLC 6,751 2.63 2,052 13.44
2025-07-17 13F Willow Creek Wealth Management Inc. 4,014 34.56 1,220 48.96
2025-08-14 13F Pine Harbor Wealth Management, LLC 51,563 2.15 15,672 12.96
2025-07-10 13F Kozak & Associates, Inc. 97 1.04 30 16.00
2025-07-18 13F WealthNavi Inc. 12,352,859 7.82 3,754 19.25
2025-07-24 13F KFA Private Wealth Group, LLC 7,711 0.30 2,344 10.94
2025-07-25 13F Integrated Capital Management, Inc. 7,317 1.64 2,224 12.39
2025-07-18 13F Impact Capital Partners LLC 5,659 4.01 1,720 14.98
2025-08-14 13F Benjamin Edwards Inc 65,973 5.72 20,051 16.92
2025-05-14 13F Summit Financial Wealth Advisors, LLC 39,915 5.00 10,970 -2.64
2025-07-30 13F/A Divergent Planning, LLC 991 301
2025-08-08 13F Cetera Investment Advisers 2,900,529 25.56 881,558 38.84
2025-08-08 13F Capital Investment Advisory Services, LLC 22,261 0.65 6,766 11.30
2025-07-10 13F YHB Investment Advisors, Inc. 11,123 14.69 3,381 26.83
2025-07-24 13F Greenwood Gearhart Inc 77,028 196.05 23,411 227.38
2025-07-28 13F Callahan Advisors, LLC 813 247
2025-08-07 13F Tfo-tdc, Llc 8,182 16.35 2,487 28.67
2025-07-31 13F B & T Capital Management DBA Alpha Capital Management 3,300 4.43 1,003 15.55
2025-07-23 13F Litman Gregory Asset Management LLC 260,919 22.22 79,301 35.15
2025-07-14 13F Golden State Equity Partners 2,620 12.25 796 24.18
2025-08-14 13F Betterment LLC 26,303,687 0.80 7,994 11.48
2025-07-10 13F Secure Asset Management, LLC 7,141 20.06 2,170 32.80
2025-07-21 13F/A Abacus Planning Group, Inc. 221,109 1.51 67,202 12.26
2025-07-29 13F Calamos Wealth Management LLC 8,528 10.61 2,592 22.27
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 71 2.90 22 16.67
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 1,549 471
2025-07-16 13F Diversified Enterprises, LLC 15,603 41.73 4,742 56.76
2025-07-29 13F Latitude Advisors, LLC 7,712 1.96 2,344 12.75
2025-07-30 13F Benin Management CORP 4,004 2.30 1,217 13.12
2025-08-12 13F Legacy Financial Group, Inc. 2,627 167.52 798 196.65
2025-07-29 13F Regions Financial Corp 316,007 2.95 96,044 13.84
2025-07-31 13F Opes Wealth Management LLC 1,202 28.56 365 42.58
2025-08-04 13F Quaker Wealth Management, LLC 187,750 57,063
2025-07-15 13F Harrell Investment Partners, Llc 20,102 3.51 6,110 14.47
2025-07-23 13F Seamount Financial Group Inc 24,349 6.00 7,400 17.22
2025-08-07 13F Tillman Hartley LLC 27,269 1,823.06 2,979 665.55
2025-08-11 13F United Advisor Group, LLC 4,916 30.09 1,494 43.93
2025-08-13 13F Baker Avenue Asset Management, LP 227,404 2.97 69,115 13.87
2025-08-14 13F Kmt Wealth Management, Llc 272,445 13.42 82,804 25.42
2025-07-09 13F Thrive Wealth Management, LLC 18,476 0.12 5,615 10.73
2025-07-17 13F Gleason Group, Inc. 411,678 50.60 125,121 66.54
2025-08-05 13F BEAM Asset Management, LLC 11,026 4.37 3,351 15.43
2025-07-18 13F Truist Financial Corp 722,572 5.45 219,611 16.61
2025-08-13 13F Boston Family Office Llc 30,740 33.00 9 50.00
2025-08-13 13F Mayfair Advisory Group, LLC 11,448 2.94 3,584 17.24
2025-07-18 13F Viewpoint Investment Partners Corp 29,512 71.58 8,970 89.74
2025-07-25 13F PrairieView Partners, LLC 572,751 1.16 174 12.26
2025-08-11 13F Heritage Wealth Advisors 5,311 0.13 1,614 10.78
2025-08-15 13F Tower Research Capital LLC (TRC) 2,295 2,568.60 698 2,580.77
2025-08-15 13F Scissortail Wealth Management, LLC 118,213 1.74 35,929 12.51
2025-07-28 13F JGP Wealth Management, LLC 6,127 7.72 1,862 19.13
2025-07-29 13F Sincerus Advisory, LLC 1,672 2.26 525 16.70
2025-07-23 13F Mullooly Asset Management, Inc. 67,143 7.16 20,409 18.49
2025-08-01 13F Anson Capital, Inc. 2,064 0.10 627 10.78
2025-07-10 13F Pacific Asset Management, LLC 3,103 1.01 943 11.73
2025-07-07 13F Wilson & Boucher Capital Management, LLC 53,009 1.18 16,111 11.89
2025-07-23 13F Cfm Wealth Partners Llc 724 220
2025-07-29 13F Private Wealth Management Group, LLC 4,788 0.06 1,455 10.65
2025-08-13 13F Luminist Capital LLC 10,904 8,287.69 3,314 9,368.57
2025-07-14 13F GAMMA Investing LLC 6,341 7.37 1,927 18.73
2025-07-23 13F Winthrop Advisory Group LLC 192,218 14.06 58,596 26.51
2025-08-05 13F Arrowroot Family Office, LLC 26,508 3.92 8,056 8.98
2025-08-13 13F JT Stratford LLC 1,759 535
2025-04-02 13F Marcum Wealth, LLC 25,236 0.41 6,936 -4.78
2025-08-13 13F Correct Capital Wealth Management 746 227
2025-08-14 13F Acorn Wealth Advisors, LLC 13,791 50.66 4,191 66.64
2025-08-14 13F London & Capital Asset Management Ltd 10,498 3,191
2025-07-23 13F Trifecta Capital Advisors, LLC 9,233 4.26 2,806 15.33
2025-07-18 13F Bridge Generations Wealth Management Llc 10,366 34.75 3,150 49.01
2025-08-28 NP TFAQX - TFA Quantitative Fund Class I 33,100 154.62 10,060 181.63
2025-07-09 13F Emprise Bank 34,918 8.95 10,613 20.48
2025-07-03 13F TrueWealth Advisors, LLC 1,343 3.39 408 14.29
2025-07-31 13F Warburton Capital Management, LLC 702 0
2025-08-15 13F North Ridge Wealth Advisors, Inc. 4,755 5.74 1,445 17.00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 2,040,362 1.62 620 12.52
2025-07-23 13F Traphagen Investment Advisors Llc 45,052 6.78 13,693 18.08
2025-08-11 13F Capital Square, LLC 34,938 3.74 10,727 15.88
2025-07-16 13F Highline Wealth Partners Llc 5,052 8.27 1,535 19.73
2025-07-18 13F Centricity Wealth Management, LLC 10,479 0.21 3,185 10.79
2025-08-14 13F Integrated Wealth Concepts LLC 195,750 6.33 59,494 17.58
2025-07-16 13F Ipswich Investment Management Co., Inc. 6,003 1,824
2025-08-13 13F Raab & Moskowitz Asset Management LLC 68,561 0.09 20,838 10.68
2025-07-07 13F Capital Asset Advisory Services LLC 3,605 0.47 1,096 9.83
2025-07-16 13F BOS Asset Management, LLC 9,617 3.55 2,923 14.50
2025-08-14 13F Peapack Gladstone Financial Corp 9,863 0.57 3 0.00
2025-08-07 13F Beese Fulmer Investment Management, Inc. 6,463 2.67 1,964 13.53
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 13,855 7.37 4,211 18.73
2025-07-29 13F Tide Cove Capital Partners LLC 134,865 1.23 42,294 15.50
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 664,318 18.30 201,576 30.61
2025-08-06 13F Shade Tree Advisors LLC 254,614 8.64 77,385 20.14
2025-07-08 13F/A Salem Investment Counselors Inc 6,520 6.64 1,985 18.15
2025-08-14 13F Oxford Financial Group Ltd 871,095 7.91 264,752 19.33
2025-08-14 13F Citadel Advisors Llc Call 241,900 9.80 73,521 21.43
2025-08-14 13F Citadel Advisors Llc 38,886 11,819
2025-07-25 13F Concord Asset Management, LLC/VA 5,518 1,677
2025-08-13 13F GM Advisory Group, Inc. 314,323 5.13 95,532 16.25
2025-08-06 13F ZEGA Investments, LLC 2,639 802
2025-07-16 13F Fischer Financial Services, Inc. 4,169 1.68 1,267 12.52
2025-07-31 13F Guardian Financial Partners, LLC 1,139 8.79 346 20.56
2025-08-04 13F Roble, Belko & Company, Inc 396,426 2.78 120 13.21
2025-08-14 13F Mariner, LLC 1,774,182 8.72 539,184 20.25
2025-08-14 13F Shepherd Kaplan Krochuk, Llc 19,922 42.66 6,055 57.74
2025-08-14 13F Atomi Financial Group, Inc. 36,242 44.46 11,015 59.75
2025-08-05 13F Torray Llc 737 224
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 12 3
2025-07-16 13F Five Oceans Advisors 8,393 0.31 2,551 10.92
2025-07-07 13F Discipline Wealth Solutions, LLC 4,279 49.04 1,301 64.77
2025-07-07 13F Horizons Wealth Management 1,632 0.74 496 11.46
2025-07-09 13F Beacon Financial Group 32,539 0.36 9,889 10.99
2025-07-28 13F Cutler Investment Counsel Llc 20,323 2.19 6,195 13.36
2025-08-12 13F Gitterman Wealth Management, LLC 16,927 5.80 5,145 16.99
2025-07-10 13F Wedmont Private Capital 366,364 9.97 112,657 29.20
2025-08-08 13F Accredited Investors Inc. 30,437 12.66 9,251 24.58
2025-07-17 13F Alpine Bank Wealth Management 325 99
2025-08-14 13F Vident Advisory, LLC 3,779 0.40 1,149 10.92
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 93 165.71 28 211.11
2025-07-25 13F Midwest Capital Advisors, LLC 1,379 1.92 419 12.94
2025-08-05 13F Plante Moran Financial Advisors, LLC 19,481 3.19 5,921 14.11
2025-08-13 13F Miramar Capital, LLC 3,378 1,027
2025-08-05 13F iA Global Asset Management Inc. 16,696 40.49 5 66.67
2025-08-13 13F Avos Capital Management, LLC 9,577 33.72 2,911 47.87
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 104,950 4.64 31,979 16.01
2025-08-07 13F Allen Investment Management LLC 605,721 0.01 184,097 10.60
2025-07-24 13F PDS Planning, Inc 21,271 0.86 6,465 11.53
2025-08-05 13F KDT Advisors, LLC 3,360 1,021
2025-07-28 13F Td Asset Management Inc 5,969 1.89 1,814 12.67
2025-08-12 13F/A Cozad Asset Management Inc 120,505 3.03 36,625 13.93
2025-08-08 13F Hibernia Wealth Partners, LLC 1,660 103.93 505 126.01
2025-08-20 13F/A Coppell Advisory Solutions LLC 2,242 15.45 680 28.54
2025-07-23 13F Cohen Investment Advisors LLC 848 6.27 258 17.35
2025-08-13 13F Wealthedge Investment Advisors, Llc 3,680 17.35 1,118 29.70
2025-07-18 13F BSW Wealth Partners 25,937 10.81 7,883 22.54
2025-07-24 13F Weaver Capital Management LLC Put 608 10.56
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 2,435 3.00 740 14.02
2025-08-06 13F/A Headland Capital, LLC 1,066 11.74 324 23.28
2025-08-07 13F Guidance Capital, Inc 13,342 4.43 4,079 14.55
2025-08-11 13F VSM Wealth Advisory, LLC 47,067 0.77 14,305 11.44
2025-08-07 13F Ibex Wealth Advisors 2,868 872
2025-07-07 13F Aletheian Wealth Advisors LLC 4,199 0.65 1,276 11.34
2025-08-08 13F W.H. Cornerstone Investments Inc. 58,774 6.48 17,863 17.74
2025-08-06 13F Legacy Investment Solutions, LLC 3,548 35.06 1,078 37.85
2025-07-22 13F Olistico Wealth, LLC 48,170 4.94 14,640 11.65
2025-07-21 13F Curran Financial Partners, LLC 5,063 4.07 1,539 15.03
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 79,217 1.46 21,772 98,859.09
2025-08-14 13F BancorpSouth Bank 11,312 0.44 3,438 11.08
2025-08-14 13F Essential Planning, LLC. 54,460 1.44 16,553 12.17
2025-08-14 13F Spears Abacus Advisors LLC 16,712 0.28 5,079 10.90
2025-08-12 13F FreeGulliver LLC 3,254 0.18 989 10.76
2025-08-18 13F Geneos Wealth Management Inc. 69,955 1.91 21,261 12.69
2025-07-10 13F White Wing Wealth Management 152,601 0.88 46,380 18.49
2025-08-07 13F M. Kulyk & Associates, LLC 1,555 58.03 473 74.81
2025-07-21 13F First National Bank & Trust Co Of Newtown 433,204 0.60 131,659 11.25
2025-08-08 13F Nixon Peabody Trust Co 2,399 9.19 729 20.90
2025-07-08 13F Nbc Securities, Inc. 5,623 1.35 2 0.00
2025-08-13 13F Rinkey Investments 33,755 6.81 10,259 18.12
2025-05-01 13F Grant/GrossMendelsohn, LLC 3,938 26.10 1,067 17.90
2025-07-15 13F DKM Wealth Management, Inc. 14,542 0.53 4,420 11.17
2025-08-12 13F Mcdonald Partners Llc 774 235
2025-08-06 13F Aspect Partners, LLC 53,218 11.03 16,174 22.78
2025-08-06 13F Stokes Family Office, LLC 61,100 0.01 18,570 10.59
2025-08-25 NP AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 173,466 18.39 52,722 30.93
2025-07-16 13F Squire Investment Management Company, LLC 29,510 8.19 8,969 19.64
2025-07-15 13F Focused Wealth Management, Inc 4,662 0.97 1,417 11.67
2025-08-11 13F Mosaic Family Wealth Partners, Llc 7,228 0.85 2,197 11.53
2025-08-25 NP GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 192,166 3.91 58,405 14.91
2025-07-29 13F Oxbow Advisors, LLC 7,630 1.35 2,319 12.09
2025-08-14 13F Silvercrest Asset Management Group Llc 13,091 1.34 3,979 12.06
2025-07-07 13F Nova Wealth Management, Inc. 24 7
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 38,509 0.28 12,024 21.27
2025-07-25 13F Apollon Wealth Management, LLC 69,627 16.71 21,162 29.06
2025-07-22 13F Fortitude Advisory Group L.L.C. 2,715 57.03 825 84.98
2025-08-07 13F Lakeridge Wealth Management LLC 2,055 0.83 625 11.43
2025-07-16 13F Traveka Wealth, LLC 17,857 8.25 5,427 19.72
2025-07-31 13F Waldron Private Wealth LLC 37,996 1.75 11,583 12.86
2025-08-13 13F Brown Advisory Inc 1,895,444 0.76 576,082 11.42
2025-07-15 13F Cordant, Inc. 77,420 0.06 23,530 10.65
2025-07-15 13F Total Wealth Planning, Llc 4,283 1,302
2025-07-15 13F Oak Wealth Advisors LLC 2,178 28.04 662 41.76
2025-08-15 13F Orcam Financial Group 24,579 3.04 7,470 13.94
2025-07-14 13F Clear Harbor Asset Management, LLC 91,194 1.69 27,717 12.46
2025-08-12 13F BlackRock, Inc. 403,512 315.35 122,640 359.32
2025-07-09 13F Towerpoint Wealth, LLC 1,690 20.71 514 33.59
2025-07-15 13F SJS Investment Consulting Inc. 2,259 1.03 687 11.73
2025-08-14 13F BTG Pactual Asset Management US LLC 5,279 0.36 1,604 11.00
2025-07-23 13F Joel Isaacson & Co., LLC 481,349 1.63 146,296 12.39
2025-05-09 13F Wade Financial Advisory, Inc 218,644 0.26 60,092 -4.92
2025-07-17 13F Eclectic Associates Inc /adv 785 239
2025-08-12 13F Choate Investment Advisors 98,561 1.92 29,956 12.71
2025-07-18 13F Liberty Capital Management, Inc. 121,511 5.43 36,931 16.59
2025-08-25 NP BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 88,199 7.36 26,806 18.72
2025-08-05 13F Sebold Capital Management, Inc. 931 12.17 283 23.68
2025-08-06 13F Soltis Investment Advisors LLC 11,081 5.46 3,368 16.63
2025-08-12 13F Boreal Capital Management LLC 4,277 1,304
2025-07-10 13F Ryan Investment Management, Inc. 3,085 938
2025-07-09 13F Westmount Partners, LLC 19,761 81.64 6,006 100.90
2025-08-14 13F/A Barclays Plc 43,096 4.71 13 18.18
2025-07-24 13F 3Chopt Investment Partners, LLC 181 1.12 55 12.24
2025-08-08 13F Citizens Financial Group Inc/ri 45,416 11.74 13,843 23.92
2025-08-11 13F Aptus Capital Advisors, LLC 87,459 111.53 26,582 133.93
2025-07-18 13F Clarity Financial LLC 2,926 9.79 889 21.45
2025-08-18 13F Wellington Capital Management, Inc. 7,346 2
2025-07-16 13F Tenret Co LLC 23,756 9.34 7,220 20.92
2025-07-25 13F Cypress Capital Group 5,448 0.11 1,656 10.70
2025-07-29 13F SAM Advisors, LLC 310,934 3.02 94,502 13.92
2025-08-11 13F Aviso Wealth Management 1,534 466
2025-08-14 13F VPR Management LLC 40,800 5.15 12,400 16.29
2025-07-24 13F Brucke Financial, Inc. 693 211
2025-08-12 13F Vestor Capital, Llc 8,000 57.36 0 -100.00
2025-07-29 13F Mb, Levis & Associates, Llc 181 2.84 55 12.50
2025-08-14 13F Fmr Llc 1,227,570 4.14 373,095 15.17
2025-07-17 13F Sonora Investment Management Group, LLC 4,063 55.37 1,235 71.87
2025-07-16 13F Moneywise, Inc. 4,353 27.54 1,323 41.20
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 13,356 7.79 4,059 19.21
2025-08-13 13F Basso Capital Management, L.p. 47,154 2.08 14,332 12.89
2025-07-22 13F/A Elser Financial Planning, Inc 1,889 0.43 574 11.24
2025-07-14 13F Chris Bulman Inc 916 279
2025-08-12 13F Country Trust Bank 1,795 132.21 546 157.08
2025-08-11 13F NewEdge Wealth, LLC 119,670 15.57 37,226 30.80
2025-08-14 13F Boston Private Wealth Llc 32,941 10,012
2025-07-10 13F Pachira Investments Inc. 30,617 5.47 9,305 17.24
2025-08-13 13F RW Investment Management LLC 493,315 2.70 149,933 13.57
2025-07-11 13F SILVER OAK SECURITIES, Inc 57,059 1.71 17,342 13.05
2025-07-16 13F Cahaba Wealth Management, Inc. 4,711 0.11 1,432 10.67
2025-07-22 13F Davidson Kahn Capital Management, LLC 3,570 32.03 1,085 46.03
2025-08-13 13F Lido Advisors, LLC 419,105 6.35 127,754 17.95
2025-08-27 13F Cypress Capital Advisors, LLC 74,635 13.45 22,684 25.46
2025-08-07 13F Cahill Financial Advisors Inc 7,633 0.13 2,320 10.69
2025-08-12 13F Insigneo Advisory Services, Llc 17,011 1.06 5,170 11.76
2025-08-05 13F Next Capital Management LLC 26,563 1.63 8,073 12.39
2025-08-14 13F Bank of Marin 2,708 823
2025-07-29 13F Creekside Partners 11,155 2.90 3,390 13.80
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 1,264 0.16 384 10.98
2025-08-07 13F Fonville Wealth Management LLC 9,184 20.76 2,795 34.83
2025-07-29 13F Financial Guidance Group, Inc. 1,798 0.56 546 11.20
2025-07-22 13F 4Thought Financial Group Inc. 649 1.25 197 11.93
2025-08-11 13F Regal Investment Advisors LLC 32,937 0.73 10,011 11.38
2025-07-31 13F Gill Capital Partners, Llc 6,071 1.86 1,845 12.71
2025-07-24 13F Total Wealth Planning & Management, Inc. 727 221
2025-07-18 13F Martel Wealth Advisors Inc 2,581 22.32 784 35.41
2025-08-12 13F Tocqueville Asset Management L.p. 8,847 0.25 2,689 10.85
2025-08-14 13F First Manhattan Co 13,476 29.50 4,108 43.69
2025-08-15 13F Morgan Stanley 13,620,314 1.73 4,139,623 12.49
2025-07-23 13F Castle Rock Wealth Management, LLC 1,124 0.27 349 13.31
2025-08-12 13F New World Advisors LLC 7,669 84.53 2,331 104.03
2025-08-11 13F Principal Securities, Inc. 145,769 15.61 44,304 21.25
2025-07-24 13F Robertson Stephens Wealth Management, LLC 186,179 27.64 56,719 41.48
2025-08-29 13F Centaurus Financial, Inc. 6,338 7.02 2 0.00
2025-07-15 13F/A Kure Advisory, LLC 1,136 5.97 345 17.35
2025-07-15 13F RVW Wealth, LLC 23,809 14.57 7,236 26.70
2025-08-14 13F Stifel Financial Corp 697,285 1.20 211,927 11.91
2025-08-14 13F Syon Capital Llc 3,834 1,165
2025-07-22 13F Silver Lake Advisory, LLC 921 280
2025-07-31 13F Wealthfront Advisers Llc 17,195,561 7.66 5,226,247 19.06
2025-08-11 13F Lanham O'Dell & Company, Inc. 57,377 6.71 17,439 18.00
2025-08-12 13F EFG Asset Management (Americas) Corp. 5,758 7.71 1,750 19.06
2025-07-14 13F Toth Financial Advisory Corp 89 27
2025-07-16 13F Kennedy Investment Group 718 218
2025-07-31 13F CVA Family Office, LLC 29,013 2.73 8,818 13.61
2025-07-24 13F M1 Capital Management LLC 2,726 17.65 829 30.19
2025-08-05 13F Everest Management Corp. 8,470 3.95 2,574 14.96
2025-07-14 13F Painted Porch Advisors LLC 22,407 0.98 6,810 11.68
2025-08-25 13F Silverlake Wealth Management Llc 8,396 16.35 2,552 28.64
2025-08-07 13F W Advisors, Llc 1,452 441
2025-07-31 13F DDD Partners, LLC 1,883 134.20 572 158.82
2025-07-30 13F Towneley Capital Management, Inc / DE 464,005 0.82 141,025 11.49
2025-07-23 13F ETF Portfolio Partners, Inc. 219,671 1.57 66,764 12.32
2025-08-14 13F Glenmede Investment Management, LP 519,654 157,938
2025-08-06 13F Cloud Capital Management, LLC 4,130 1.87 1 0.00
2025-07-10 13F Stonekeep Investments, LLC 41,508 1.80 12,616 12.57
2025-08-11 13F Factorial Partners, Llc 1,110 337
2025-08-06 13F Ethos Financial Group, LLC 2,014 48.20 614 59.22
2025-08-14 13F Paloma Partners Management Co 20,994 138.81 6,381 164.07
2025-07-24 13F Financial Connections Group, Inc. 6,567 14.41 2 0.00
2025-08-07 13F Compass Financial Group, Inc. 27,597 1.04 8,388 11.74
2025-08-05 13F Dynasty Wealth Management, Llc 108,269 32,906
2025-08-07 13F King Luther Capital Management Corp 5,462 14.34
2025-07-30 13F Fairway Wealth LLC 10,496 0.93 3,190 11.62
2025-08-07 13F Traynor Capital Management, Inc. 11,281 8.73 3,429 20.24
2025-08-13 13F Nicolet Advisory Services, Llc 10,448 144.86 3,194 190.89
2025-08-07 13F Evoke Wealth, Llc 578,592 2.69 176,379 13.90
2025-04-29 13F Hm Payson & Co 26,205 67.05 7,202 58.42
2025-07-08 13F Boltwood Capital Management 3,309 1.60 1,006 12.29
2025-08-05 13F Clarity Wealth Development LLC 65,266 4.95 19,836 16.92
2025-07-09 13F Central Valley Advisors, Llc 870 0.46 264 10.92
2025-07-21 13F Synergy Financial Management, LLC 35,731 22.12 10,860 35.05
2025-07-28 13F Sterling Financial Planning, Inc. 694 211
2025-08-12 13F Putnam Fl Investment Management Co 159,781 1.66 48,562 12.42
2025-08-11 13F Wealthgarden F.s. Llc 1,666 3.22 518 16.70
2025-07-09 13F Massmutual Trust Co Fsb/adv 22,305 8.10 6,779 19.56
2025-08-04 13F Human Investing LLC 21,652 2.25 6,581 13.08
2025-07-21 13F Tilia Fiduciary Partners, Inc. 2,853 3.37 867 14.38
2025-07-18 13F BCU Wealth Advisors, LLC 1,625 32.65 494 46.73
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 88,710 22.63 26,967 36.38
2025-08-13 13F EverSource Wealth Advisors, LLC 86,795 19.83 26,380 32.51
2025-07-09 13F Fiduciary Alliance LLC 12,919 52.94 3,927 69.15
2025-08-04 13F Creative Financial Designs Inc /adv 3,683 3.60 1,119 14.53
2025-07-28 13F Innova Wealth Partners 7,656 8.40 2,327 19.84
2025-07-07 13F Versant Capital Management, Inc 35,092 0.91 10,665 11.58
2025-07-17 13F Sterling Investment Advisors, Ltd. 2,789 2.95 848 13.84
2025-07-16 13F Kiley Juergens Wealth Management, Llc 12,183 13.95 3,703 26.00
2025-08-06 13F Savant Capital, LLC 2,386,349 8.18 725,283 19.63
2025-08-12 13F Indie Asset Partners, LLC 1,725 2.99 524 13.91
2025-07-08 13F Arlington Trust Co LLC 182,914 3.59 55,593 14.56
2025-08-14 13F Hilltop Holdings Inc. 13,953 0.73 4,241 11.37
2025-08-26 13F Claris Financial LLC 1,914 0.16 582 5.06
2025-08-11 13F Mill Creek Capital Advisors, LLC 70,390 0.55 21,394 11.19
2025-07-30 13F Roman Butler Fullerton & Co 1,732 0.06 543 19.08
2025-07-17 13F Mustard Seed Financial, LLC 736 224
2025-08-13 13F Great Diamond Partners, LLC 85,809 3.32 26,080 14.26
2025-07-25 13F Advocate Group Llc 19,165 0.02 5,825 10.60
2025-08-13 13F ExodusPoint Capital Management, LP 2,794 1
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 2,224 144.66 676 171.49
2025-08-14 13F LM Advisors LLC 34,918 0.07 11 11.11
2025-08-14 13F Ebor Charitable Trust 93,326 4.69 28,365 15.77
2025-08-06 13F Centerpoint Advisory Group 739 225
2025-06-05 13F/A Osterweis Capital Management Inc 164 -52.62
2025-08-13 13F Rockport Wealth LLC 963 293
2025-08-13 13F ARGI Investment Services, LLC 16,250 4,939
2025-07-29 13F BKM Wealth Management, LLC 5,195 0.12 1,579 10.73
2025-07-28 13F Boston Trust Walden Corp 20,023 33.50 6,086 47.62
2025-07-29 13F Riverbend Wealth Management, LLC 1,361 414
2025-07-15 13F Revisor Wealth Management LLC 4,042 53.81 1,246 72.58
2025-07-17 13F Melfa Wealth Management, Llc 28,434 98.83 8,642 119.90
2025-08-14 13F Wallace Hart LLC 384 117
2025-07-25 NP USBSX - Cornerstone Moderate Fund 47,424 9.13 13,747 7.98
2025-07-24 13F MA Private Wealth 672 204
2025-08-05 13F Oakwell Private Wealth Management, LLC 494,910 12.04 150,418 23.90
2025-08-12 13F Lodestone Wealth Management LLC 10,660 0.33 3,240 10.92
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class 834,850 1.51 253,736 12.25
2025-08-06 13F Cm Wealth Advisors Llc 2,750 4.29 838 15.75
2025-07-21 13F Investment Planning Advisors, Inc. 2,695 1.51 819 12.35
2025-07-31 13F State of New Jersey Common Pension Fund D 3,514,970 104.96 1,068,305 126.65
2025-08-01 13F Biltmore Family Office, LLC 13,367 0.14 4,075 11.07
2025-08-14 13F CIBC World Markets Inc. 26,277 10.26 7,986 21.94
2025-08-12 13F North Star Asset Management Inc 183,063 3.89 55,638 14.88
2025-08-14 13F First Financial Bankshares Inc 663 202
2025-08-15 13F Captrust Financial Advisors 693,095 4.02 210,652 15.03
2025-08-08 13F Empower Advisory Group, LLC 1,599,221 2.95 486,051 13.84
2025-07-22 13F Rockingstone Advisors LLC 18,060 0.28 5,489 10.89
2025-08-13 13F Grantvest Financial Group LLC 1,637 6.30 498 17.49
2025-07-29 13F Kraft, Davis & Associates, LLC 74,913 0.97 23,493 22.35
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 3,001 2.46 912 13.29
2025-07-17 13F LifeGuide Financial Advisors, LLC 50,326 12.75 15,296 24.68
2025-07-15 13F Fort Henry Capital, LLC 16,322 4.79 4,961 15.89
2025-08-11 13F PAX Financial Group, LLC 2,734 3.52 831 14.48
2025-08-12 13F GDS Wealth Management 5,013 41.41 1,524 56.37
2025-08-15 13F Manhattan West Asset Management, LLC 6,925 2.14 2,105 12.94
2025-08-05 13F Aurdan Capital Management, LLC 1,049 319
2025-08-14 13F RMB Capital Management, LLC 26,771 555.51 8,161 627.36
2025-07-21 13F Whelan Financial 7,392 9.11 2,247 20.69
2025-08-14 13F Parkwood LLC 499,650 47.46 152 62.37
2025-08-13 13F Financial Freedom, LLC 4,473 0.02 1,359 10.58
2025-08-14 13F Windsor Advisory Group, LLC 2,432 0.29 739 10.96
2025-07-17 13F New Covenant Trust Company, N.A. 67,381 36.93 19,897 47.88
2025-07-15 13F Traction Financial Partners, LLC 2,320 17.71 705 30.31
2025-08-07 13F Mayport, Llc 85,642 12.32 26,029 24.21
2025-07-10 13F Legacy Financial Strategies, LLC 57,533 3.64 17,486 14.61
2025-07-31 13F Washington Trust Advisors, Inc. 13,309 0.38 4,045 11.00
2025-07-25 13F Meritage Portfolio Management 17,009 0.35 5,169 10.97
2025-04-11 13F Davis Capital Management 11,489 0.13 3,158 -5.05
2025-08-01 13F Winebrenner Capital Management Llc 3,253 7.89 989 19.32
2025-08-08 13F Compass Financial Services Inc 797 246.52 242 284.13
2025-04-28 13F Pinnacle Financial Partners Inc 104,545 0.10 28,758 -4.96
2025-07-31 13F Whipplewood Advisors, LLC 264 25.12 80 11.11
2025-08-08 13F D'Orazio & Associates, Inc. 394,470 8.61 119,891 20.10
2025-08-27 13F Tribridge Partners Financial LLC 1,159 0
2025-07-01 13F Private Client Services, Llc 1,438 10.36 437 22.07
2025-08-08 13F Security Financial Services, INC. 5,471 0.89 1,663 11.54
2025-07-22 13F McElhenny Sheffield Capital Management, LLC 499 308
2025-08-07 13F Wealth Forward, LLC 2,521 11.90 766 23.75
2025-07-14 13F Avalon Advisory Group 382,988 1.00 116,401 11.69
2025-07-25 13F Concurrent Investment Advisors, LLC 147,406 13.25 44,801 25.23
2025-08-12 13F Blueprint Financial Advisors LLC 12,550 3,814
2025-08-05 13F Meridian Management Co 832 1.09 259 14.16
2025-07-08 13F Dover Advisors, Llc 956 291
2025-08-08 13F Avalon Trust Co 12,326 108.92 3,746 131.09
2025-09-03 13F American Trust 15,646 84.79 4,755 104.34
2025-07-21 13F DMKC Advisory Services, LLC 11,874 185.91 3,672 221.82
2025-07-07 13F Teamwork Financial Advisors, LLC 952 289
2025-08-19 13F Advisory Services Network, LLC 124,123 49.19 38,589 68.76
2025-07-30 13F Mills Wealth Advisors LLC 5,662 0.55 1,686 10.56
2025-07-31 13F Prentice Wealth Management LLC 205,908 4.64 62,582 15.71
2025-07-17 13F XY Planning Network, Inc. 68,911 346.63 20,944 393.94
2025-08-11 13F Vanguard Group Inc 58,768,332 5.10 17,861,458 16.22
2025-07-14 13F Signature Securities Group Corporation 15,835 0.55 4,827 11.53
2025-07-17 13F Spartan Planning & Wealth Management 1,009 29.36 307 42.99
2025-08-12 13F NWF Advisory Services Inc. 26,342 1.11 7,240 -4.12
2025-07-24 13F Von Berge Wealth Management Group, LLC 16,179 1.49 5,012 16.88
2025-08-01 13F Solstein Capital, LLC 781 237
2025-08-12 13F Founders Financial Alliance, LLC 5,352 0.38 1,627 10.99
2025-08-13 13F Navis Wealth Advisors, LLC 686 208
2025-08-13 13F Investment Counsel Co Of Nevada 1,714 0.35 521 10.87
2025-08-12 13F Tumwater Wealth Management, LLC 166,629 5.10 50,644 16.23
2025-07-11 13F Busey Wealth Management 310,500 4,856.11 94,370 5,383.44
2025-08-11 13F Wescott Financial Advisory Group, LLC 16,474 277.93 5,007 317.95
2025-08-26 13F Zeit Capital LLC 894 0.11 272 10.61
2025-07-24 13F NavPoint Financial, Inc. 15,113 1.79 4,593 12.57
2025-08-01 13F Koss-Olinger Consulting, LLC 8,021 32.01 2,438 45.93
2025-08-04 13F AlphaStar Capital Management, LLC 6,851 2,082
2025-08-11 13F Retirement Capital Strategies 72,967 1,273.88 22,177 1,419.95
2025-07-21 13F Family CFO Inc 153,825 1.38 46,752 12.11
2025-07-22 13F Brown Miller Wealth Management, LLC 12,533 4.69 3,809 15.78
2025-07-30 13F Prosperity Financial Group, Inc. 1,367 0.96 415 11.56
2025-07-30 13F Brookstone Capital Management 43,035 4.08 13,080 15.10
2025-07-24 13F Stonebridge Financial Group, LLC 14,574 13.45 4,429 25.47
2025-07-17 13F SC&H Financial Advisors, Inc. 12,345 6.51 3,752 17.80
2025-08-14 13F Operose Advisors LLC 223,267 1.40 67,858 12.13
2025-07-11 13F Trinity Wealth Management, LLC 6,766 93.20 2,056 113.72
2025-08-14 13F Toronto Dominion Bank 1,154 31.14 351 45.04
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 42,557 0.57 12,935 11.21
2025-08-13 13F Solutions 4 Wealth, Ltd 1,740 46.10 529 61.47
2025-08-11 13F Traub Capital Management LLC 801 244
2025-07-24 13F Leo Wealth, LLC 10,895 19.84 3,311 32.55
2025-07-24 13F Summit Place Financial Advisors, LLC 760 4.11 231 15.50
2025-08-08 13F Advyzon Investment Management, LLC 90,724 1.18 27,574 11.89
2025-08-04 13F Pinnacle Associates Ltd 357,860 52.46 108,764 68.60
2025-08-11 13F PFG Private Wealth Management, LLC 1,776 540
2025-07-31 13F Opus Capital Group, LLC 1,595 14.34 0
2025-08-07 13F Fountainhead AM, LLC 4,075 178.73 1,238 208.73
2025-08-18 13F Rexford Capital Inc 3,437 1,045
2025-07-17 13F Greenbush Financial Group, LLC 30,123 3.53 9,155 14.49
2025-07-31 13F Orion Capital Management LLC 6,665 277.62 2,026 317.53
2025-07-14 13F Sound Stewardship, LLC 10,095 14.79 3,068 26.99
2025-06-27 NP Tidal Trust II - Return Stacked Global Stocks & Bonds ETF 501,616 5.34 136,851 -3.75
2025-07-29 13F Mountain Capital Investment Advisors, Inc 1,399 0.94 425 14.25
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Core ETF 2,191 16.67 598 6.61
2025-07-09 13F Bay Rivers Group 6,058 6.17 1,841 17.41
2025-08-07 13F Delta Financial Advisors Llc 1,424 3.49 433 14.29
2025-07-17 13F Archford Capital Strategies, LLC 2,191 12.53 666 24.30
2025-07-28 13F Mutual Advisors, LLC 87,117 4.91 27,328 21.60
2025-07-29 13F SilverOak Wealth Management LLC 19,646 4.08 5,971 15.11
2025-07-17 13F Lakewood Asset Management LLC 10,824 0.13 3,290 10.74
2025-08-07 13F Bearing Point Capital, Llc 894 13.89 272 26.05
2025-07-30 13F Journey Advisory Group, LLC 6,174 31.36 1,876 45.31
2025-07-29 13F Aire Advisors, Llc 3,846 10.26 1,169 21.92
2025-07-09 13F Sar Wealth Management Group, Llc 55,854 1.35 16,976 12.08
2025-08-04 13F WNY Asset Management, LLC 8,785 50.74 2,670 66.71
2025-07-24 13F Blair William & Co/il 270,338 2.24 82,164 13.06
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 197 0
2025-07-21 13F Sovereign Investment Advisors, LLC 30,937 1.26 9,403 18.41
2025-08-07 13F Commerce Bank 237,791 17.08 72,272 29.47
2025-07-18 13F O'ROURKE & COMPANY, Inc 14,038 1.64 4,267 12.38
2025-07-17 13F Tritonpoint Wealth, Llc 16,351 12.80 4,985 25.10
2025-07-17 13F Astoria Strategic Wealth, Inc. 377,137 0.02 114,623 10.60
2025-08-14 13F Trace Wealth Advisors, LLC 60,054 7.45 18,252 18.83
2025-07-15 13F Graypoint LLC 106,440 0.45 32,350 11.09
2025-07-08 13F Gradient Investments LLC 9,972 7.95 3,031 19.39
2025-07-28 13F Lunt Capital Management, Inc. 4,555 363.85 1,384 414.50
2025-08-14 13F CIBC Asset Management Inc 13,663 3.47 4,065 15.09
2025-07-22 13F Merit Financial Group, LLC 370,968 8.83 112,748 20.35
2025-08-19 13F Cape Investment Advisory, Inc. 3,752 26.76 1,140 40.22
2025-08-14 13F UBS Group AG 4,170,667 0.20 1,267,591 10.81
2025-07-25 13F Evolution Advisers, Inc. 39,187 15.99 0
2025-07-17 13F Oak Family Advisors, Llc 1,473 79.42 448 98.67
2025-08-15 13F/A Symphony Financial, Ltd. Co. 79,968 344.34 21,825 329.78
2025-07-31 13F Northstar Asset Management Llc 73,594 0.42 22,367 11.05
2025-07-10 13F Affiance Financial, LLC 184,563 10.82 56,095 22.55
2025-08-12 13F Richmond Investment Services, LLC 16,398 119.46 4,983 142.72
2025-07-29 13F Altus Wealth Group LLC 4,072 11.01 1,238 22.72
2025-07-22 13F My Personal CFO, LLC 113,104 3.25 34,376 14.18
2025-07-18 13F NRI Wealth Management LC 27,909 5.94 8,482 17.15
2025-08-14 13F Ausdal Financial Partners, Inc. 22,487 8.07 6,834 19.52
2025-07-30 13F Blume Capital Management, Inc. 19,319 0.23 5,872 10.84
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