VUG / Vanguard Index Funds - Vanguard Growth ETF - Kepemilikan Institusional - Pembeli

Vanguard Index Funds - Vanguard Growth ETF
US ˙ ARCA ˙ US9229087369

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Vanguard Index Funds - Vanguard Growth ETF meliputi Mercer Global Advisors Inc /adv, Glenmede Investment Management, LP, Arista Wealth Management, LLC, Midwest Trust Co, rebel Financial LLC, Systelligence, LLC, Summit Wealth Group Llc / Co, Valpey Financial Services, LLC, Cornerstone Wealth Group, LLC, Foronjy Financial Llc, Compass Investment Advisers LLC, Kingstone Capital Partners Texas, LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Twin Tree Management, LP, Lewis Asset Management, LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, Trust Co Of Toledo Na /oh/, CBM Financial, LLC, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, dan Precision Wealth Strategies, LLC .

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

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-23 13F Clear Creek Financial Management, LLC 7,098 0.70 3,112 19.01
2025-07-24 13F Trust Co Of Toledo Na /oh/ 7,539 3,305
2025-08-14 13F Planwiser Financial, Llc 11,864 1.94 5,409 20.84
2025-07-25 13F NorthRock Partners, LLC 10,571 1.46 4,635 19.99
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 13,838 1.62 6,067 20.14
2025-07-23 13F Indiana Trust & Investment Management CO 2,554 0.31 1,120 18.54
2025-08-14 13F Wick Capital Partners, LLC 5,693 11.72 2,416 27.85
2025-08-07 13F Zions Bancorporation, National Association /ut/ 24,584 47.47 10,778 74.36
2025-07-08 13F TL Private Wealth 123,787 1.67 54,307 35.37
2025-07-17 13F Walker Asset Management, LLC 1,359 12.87 596 33.41
2025-07-15 13F Five Pine Wealth Management 35,322 1.35 15,494 19.89
2025-08-01 13F Clark Asset Management, LLC 185,017 10.32 81,112 30.42
2025-07-18 13F Dogwood Wealth Management LLC 32 14
2025-08-11 13F Howard Wealth Management, Llc 36,702 0.07 16,090 18.32
2025-08-13 13F StoneX Group Inc. 40,335 4.38 17,703 23.55
2025-08-06 13F Grey Fox Wealth Advisors, LLC 116,307 4.17 51,047 23.29
2025-07-22 13F Autumn Glory Partners, LLC 553 242
2025-08-05 13F AAFCPAs Wealth Management, LLC 2,164 0.23 949 18.50
2025-07-14 13F Lewis Asset Management, LLC 9,641 4,227
2025-08-14 13F CoreCap Advisors, LLC 76,103 2.82 33,364 21.56
2025-07-28 13F Sagespring Wealth Partners, Llc 5,275 22.22 2,312 44.50
2025-07-29 13F Ballast, Inc. 565 248
2025-08-12 13F Tarbox Family Office, Inc. 912 400
2025-07-25 13F Fifth Third Wealth Advisors LLC 14,873 22.83 6,520 45.21
2025-08-15 13F Blue Chip Partners, Inc. 1,758 5.52 771 24.80
2025-08-14 13F Sentinel Wealth Management, Inc. 2,689 1
2025-07-29 13F Arista Wealth Management, LLC 49,193 21,566
2025-08-01 13F Motco 4,675 3.80 2,128 27.37
2025-08-14 13F Rodgers Brothers Inc. 1,247 0.81 547 19.21
2025-07-31 13F Silver Oak Advisory Group, Inc. 635 0
2025-07-16 13F Brown, Lisle/cummings, Inc. 714 11.74 313 32.63
2025-08-13 13F Congress Wealth Management LLC / DE / 132,273 10.38 57,989 28.14
2025-08-13 13F Fort Sheridan Advisors Llc 4,930 27.03 2,161 50.17
2025-08-11 13F Kirtland Hills Capital Management, Llc 2,424 308.08 1,063 408.13
2025-08-04 13F Linscomb & Williams, Inc. 3,189 21.44 1,398 43.68
2025-08-12 13F Sfmg, Llc 1,713 3.63 751 22.71
2025-07-15 13F North Star Investment Management Corp. 1,323 20.16 580 41.91
2025-07-28 13F Sagace Wealth Management LLC 7,181 10.53 3,148 30.68
2025-07-17 13F Oak Family Advisors, Llc 480 210
2025-08-05 13F X-Square Capital, LLC 2,262 3.67 1
2025-07-08 13F Rise Advisors, LLC 86,306 4.16 37,837 23.15
2025-08-12 13F Athena Investment Management 3,491 18.06 1,530 39.60
2025-08-11 13F Elite Financial, Inc. 1,705 748.26 1
2025-08-15 13F/A Florida Financial Advisors, Llc 2,535 1.12 1,111 19.72
2025-08-14 13F Clarity Capital Advisors, LLC 11,371 7.07 4,985 26.59
2025-08-06 13F Summit Investment Advisors, Inc. 528 0.19 235 15.84
2025-07-24 13F M. Kraus & Co 532 233
2025-08-08 13F Collaborative Wealth Managment Inc. 1,102 0.64 483 18.97
2025-07-30 13F Exencial Wealth Advisors, Llc 98,069 2.53 42,993 21.21
2025-08-14 13F Cardiff Park Advisors, Llc 25,180 32.19 11,039 56.29
2025-07-21 13F Precedent Wealth Partners, Llc 744 326
2025-08-07 13F BOK Financial Private Wealth, Inc. 400,378 0.30 175,727 18.72
2025-07-31 13F Curio Wealth, Llc 47 4,600.00 21 5.26
2025-07-24 13F JNBA Financial Advisors 91,250 0.36 40,004 18.65
2025-07-09 13F Capital Wealth Management, Llc 66,021 0.88 28,944 19.26
2025-08-07 13F Kestra Private Wealth Services, Llc 165,498 4.41 72,554 23.44
2025-07-30 13F Klingman & Associates, LLC 3,204 20.68 1,405 42.68
2025-07-21 13F DHJJ Financial Advisors, Ltd. 1,204 0.58 528 18.96
2025-07-18 13F Community Financial Services Group, LLC 519 228
2025-08-14 13F Fort Point Capital Partners LLC 1,094 79.64 480 113.33
2025-08-04 13F REDW Wealth LLC 6,045 2.39 2,650 21.06
2025-07-31 13F Nilsine Partners, LLC 648 284
2025-08-05 13F Lincoln National Corp 698,089 0.17 306,042 18.42
2025-08-13 13F Continuum Advisory, LLC 7,220 4.17 3,165 23.20
2025-07-16 13F Congress Asset Management Co /ma 4,390 77.66 1,925 110.04
2025-08-14 13F Lebenthal Global Advisors, LLC 754 331
2025-08-11 13F EMC Capital Management 32,830 232.25 14 366.67
2025-08-13 13F Annandale Capital, LLC 490 0
2025-08-12 13F Bokf, Na 147,397 15.15 64,619 36.13
2025-08-08 13F Pnc Financial Services Group, Inc. 2,329,175 0.40 1,021,110 18.70
2025-08-12 13F Archer Investment Corp 2,049 3.48 898 22.34
2025-04-22 13F Veridan Wealth LLC 10,486 4.46 3,888 -6.47
2025-07-28 13F CGC Financial Services, LLC 2,540 12.94 1,114 33.61
2025-07-15 13F McAdam, LLC 7,262 17.32 3,184 38.69
2025-07-30 13F Pittenger & Anderson Inc 1,938 8.09 850 27.86
2025-08-05 13F Bank Of Montreal /can/ 127,749 3.17 56,005 21.97
2025-07-10 13F Websterrogers Financial Advisors, Llc 67,226 1.56 29,472 20.07
2025-08-05 13F GHP Investment Advisors, Inc. 7,214 0.29 3,163 18.56
2025-08-13 13F Green Harvest Asset Management LLC 7,243 3.40 3,175 22.26
2025-07-16 13F St Germain D J Co Inc 9,131 0.12 4,003 18.40
2025-08-13 13F Kilter Group LLC 75 33
2025-07-09 13F Krilogy Financial LLC 38,708 7.76 16,970 27.40
2025-07-14 13F CRA Financial Services, LLC 4,424 1.44 1,939 19.91
2025-08-07 13F Parkside Financial Bank & Trust 16,047 27.83 7,035 51.14
2025-07-24 13F Lmcg Investments, Llc 733 2.81 321 21.59
2025-08-08 13F CWS Financial Advisors, LLC 24,616 1.64 10,792 20.15
2025-08-05 13F Dunhill Financial, LLC 4,582 6.02 2,009 25.34
2025-08-13 13F All Terrain Financial Advisors, LLC 471 206
2025-08-04 13F Spinnaker Trust 1,652 0.79 724 19.28
2025-08-07 13F Retirement Investment Advisors, Inc. 529,933 5.08 232,323 24.22
2025-08-11 13F CBIZ Investment Advisory Services, LLC 903,783 4.10 396,240 23.07
2025-08-13 13F Russell Investments Group, Ltd. 4,594 111.90 2,014 150.50
2025-08-14 13F Coastal Bridge Advisors, LLC 24,532 22.60 10,755 44.93
2025-08-11 13F Summit Wealth Partners, LLC 10,592 39.70 4,644 65.17
2025-07-31 13F Topsail Wealth Management, LLC 1,069 104.79 469 143.01
2025-08-13 13F Sepio Capital, LP 1,940 10.16 851 30.17
2025-07-30 13F Avidian Wealth Solutions, LLC 14,618 33.33 6,409 57.64
2025-07-23 13F RMG Wealth Management LLC 730 327
2025-08-06 13F DDFG, Inc 37,672 5.61 16,515 24.86
2025-07-25 13F Investment Advisory Group, LLC 54,539 2.45 23,910 21.11
2025-07-16 13F Register Financial Advisors LLC 21,259 2.34 9,320 20.99
2025-07-01 13F Park National Corp /oh/ 3,889 3.40 1,705 22.24
2025-07-10 13F Exchange Traded Concepts, Llc 98,865 43,342
2025-08-01 13F Ashton Thomas Private Wealth, LLC 37,078 4.90 16,274 24.16
2025-08-19 13F Hohimer Wealth Management, Llc 34,695 0.64 15,210 18.99
2025-07-22 13F Net Worth Advisory Group 6,322 210.51 2,772 267.02
2025-08-05 13F Tme Financial, Inc. 3,002 3.59 1,316 22.53
2025-08-08 13F Sensible Financial Planning & Management, LLC. 13,484 1.24 5,911 19.70
2025-07-22 13F SOL Capital Management CO 29,378 47.24 13 71.43
2025-07-15 13F Kraft Asset Management, Llc 500 219
2025-07-29 13F Roof Eidam & Maycock/adv 43,375 4.70 19,016 23.78
2025-07-14 13F Sowell Financial Services LLC 33,691 5.80 14,770 25.08
2025-08-08 13F Capstone Financial Advisors, Inc. 535 235
2025-07-18 13F Pure Financial Advisors, Inc. 80,124 1.51 35,126 20.01
2025-07-15 13F Sightline Wealth Advisors, LLC 19,765 2.23 8,665 20.87
2025-08-01 13F Pasadena Private Wealth, LLC 181,691 6.91 79,653 26.39
2025-07-25 13F Pathway Financial Advisors LLC 173,696 27.22 76,148 50.40
2025-08-12 13F Rather & Kittrell, Inc. 2,464 0.16 1,078 18.20
2025-07-17 13F Vermillion Wealth Management, Inc. 737 0.27 323 18.75
2025-08-07 13F Future Fund LLC 900 395
2025-07-24 13F Mainstay Capital Management Llc /adv 2,352 100.00 1,031 136.47
2025-07-15 13F Evanson Asset Management, LLC 5,752 1.61 2,522 20.10
2025-07-25 13F Concord Wealth Partners 150 44.23 66 71.05
2025-07-14 13F Park Avenue Securities Llc 24,566 17.07 11 42.86
2025-07-29 13F Madison Wealth Partners, Inc 9,002 6.06 3,946 25.39
2025-07-08 13F Everpar Advisors Llc 1,661 32.67 728 56.90
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 10,641 4.58 4,665 23.65
2025-08-19 13F Delos Wealth Advisors, LLC 31 14
2025-08-13 13F Summit Financial, LLC 237,854 3.44 104,395 22.43
2025-08-05 13F Fullcircle Wealth Llc 462 210
2025-07-29 13F Systelligence, LLC 26,781 11,741
2025-08-11 13F First American Trust, Fsb 16,563 3.78 7,261 22.71
2025-07-16 13F Octavia Wealth Advisors, LLC 1,611 0.69 707 19.06
2025-07-23 13F Detalus Advisors, LLC 3,981 0.05 1,745 18.31
2025-07-11 13F Trust Co Of Virginia /va 981 42.17 430 68.63
2025-07-09 13F VisionPoint Advisory Group, LLC 4,971 2,179
2025-08-12 13F Deutsche Bank Ag\ 3,797 26.61 1,665 49.64
2025-08-14 13F Mml Investors Services, Llc 785,410 7.72 344 27.41
2025-07-28 13F IFC Advisors LLC 4,449 1.81 1,950 20.37
2025-08-14 13F Toroso Investments, LLC 11,667 96.22 5,115 132.08
2025-07-17 13F Sfm, Llc 4,038 0.47 1,770 18.79
2025-08-06 13F Axim Planning & Wealth 496 217
2025-07-29 13F BKD Wealth Advisors, LLC 61,560 10.02 26,988 30.07
2025-08-06 13F Valtinson Bruner Financial Planning LLC 1,727 1.77 757 20.35
2025-08-12 13F RiverFront Investment Group, LLC 2,298 22.17 1,007 44.48
2025-08-12 13F Twin Focus Capital Partners, Llc 15,433 3.51 6,766 22.38
2025-07-15 13F Boyd Wealth Management, LLC 4,290 3.82 1,881 22.72
2025-07-21 13F Hilltop National Bank 3,592 0.03 1,575 6.86
2025-08-15 13F Truefg, Llc 5,346 0.47 2,344 18.75
2025-08-13 13F Colonial Trust Co / SC 2,017 16.25 884 37.48
2025-07-30 13F Advantage Trust Co 48,249 1.03 21,152 19.44
2025-07-07 13F Wealth Alliance Advisory Group, LLC 60,165 4.30 26,377 23.32
2025-08-04 13F Pensionmark Financial Group, Llc 13,637 14.24 5,979 35.07
2025-07-24 13F Tandem Capital Management Corp /adv 4,243 6.23 1,860 25.59
2025-07-30 13F Principle Wealth Partners Llc 127,637 2.49 55,956 21.16
2025-07-28 13F Copia Wealth Management 1,045 15.47 458 36.72
2025-07-15 13F tru Independence LLC 963 4.33 422 23.10
2025-07-11 13F Lincoln Capital LLC 3,387 0.42 1,485 25.13
2025-07-28 13F Wealthspan Partners, Llc 80,261 0.33 35,187 18.62
2025-07-18 13F Victrix Investment Advisors 611 268
2025-08-14 13F Summit Trail Advisors, Llc 7,866 3,453
2025-08-08 13F Avantax Advisory Services, Inc. 676,316 0.41 296,497 18.71
2025-08-12 13F Titleist Asset Management, Llc 37,289 0.50 16,348 18.81
2025-08-05 13F Integrity Financial Corp /WA 1,274 199.76 559 256.05
2025-07-16 13F Motive Wealth Advisors 1,196 1.87 524 20.46
2025-07-28 13F Prairie Sky Financial Group LLC 838 5.54 367 24.83
2025-08-11 13F Bradley Foster & Sargent Inc/ct 1,424 18.57 624 40.22
2025-07-28 13F BRYN MAWR TRUST Co 28,123 20.77 12,329 42.77
2025-07-29 13F Fundamentun, Llc 85,637 7.12 37,543 26.65
2025-08-13 13F Rsm Us Wealth Management Llc 1,024,392 0.04 449,607 19.99
2025-07-18 13F Alley Investment Management Company, LLC 2,406 0.33 1,055 18.56
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 744 326
2025-08-06 13F Horan Securities, Inc. 2,519 16.67 1,104 38.00
2025-08-14 13F Prestige Wealth Management Group LLC 18,566 1.72 8,149 20.39
2025-07-23 13F Center For Asset Management LLC 1,527 15.07 632 28.46
2025-08-12 NP KAGCX - Kensington Dynamic Growth Fund Class C Shares 217,710 100.99 95,444 114.68
2025-07-17 13F HCR Wealth Advisors 213,320 2.74 93,520 21.47
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 49,500 25.32 21,701 48.32
2025-07-25 13F Gw Henssler & Associates Ltd 29,641 6.93 12,995 26.41
2025-07-29 13F Spreng Capital Management, Inc. 51,878 1.25 22,743 19.70
2025-08-12 13F Park Square Financial Group, LLC 8,910 57.25 3,906 86.00
2025-07-02 13F Waller Financial Planning Group, Inc 2,692 11.29 1,180 31.55
2025-08-07 13F Midland Wealth Advisors Llc 952 33.90 417 58.56
2025-08-15 13F CI Private Wealth, LLC 1,228,937 97.74 538,790 133.78
2025-08-15 13F WFA of San Diego, LLC 1,477 49.19 648 70.26
2025-07-14 13F/A Seek First Inc. 706 1.44 310 19.77
2025-07-30 13F ARK Investment Management LLC 275 6,775.00 120 11,900.00
2025-07-07 13F Roxbury Financial LLC 476 11.48 209 20.23
2025-08-14 13F Cura Wealth Advisors, Llc 1,293 2.78 567 21.46
2025-08-12 13F Soundwatch Capital LLC 638 292
2025-08-11 13F Perennial Investment Advisors, LLC 22,105 4.85 9,691 23.96
2025-08-11 13F Lake Street Financial Llc 77,157 2.91 33,825 21.66
2025-07-23 13F Motiv8 Investments LLC 13,615 11.97 5,969 32.39
2025-07-31 13F Ballast Advisors Llc 1,380 3.68 605 22.52
2025-08-13 13F Millstone Evans Group, LLC 629 2.61 276 21.15
2025-08-05 13F Peregrine Asset Advisers, Inc. 678 5.61 297 24.79
2025-08-12 13F New Republic Capital, LLC 1,743 96.06 765 132.52
2025-07-24 13F Moseley Investment Management Inc 6,376 10.91 2,795 31.16
2025-07-03 13F CPA Asset Management LLC 12,432 2.50 5,450 21.19
2025-07-15 13F Legacy Financial Group LLC 5,272 2.17 2,311 20.81
2025-08-14 13F Dividend Asset Capital, Llc 878 2.09 385 20.75
2025-08-08 13F Emerald Investment Partners, Llc 17,880 4.60 7,839 23.67
2025-07-10 13F Uptown Financial Advisors LLC 31,383 2.79 13,759 21.53
2025-07-25 13F waypoint wealth counsel 1,337 11.60 586 31.98
2025-08-12 13F Absolute Capital Management, LLC 4,554 10.37 1,999 30.65
2025-07-29 13F Stephens Inc /ar/ 137,075 3.23 60,093 22.04
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 9,078 0.18 4 33.33
2025-08-14 13F Catalyst Financial Partners Llc 3,062 1,342
2025-07-14 13F Brady Martz Wealth Solutions, LLC 2,532 26.41 1,110 49.60
2025-07-21 13F Capital Planning LLC 16,690 0.77 7,325 19.28
2025-07-18 13F SMI Advisory Services, LLC 595 265
2025-08-04 13F Golden Road Advisors Llc 104,994 5.59 46,030 24.84
2025-07-30 13F Cornerstone Advisory, LLC 35,140 8.23 15,405 23.68
2025-08-06 13F Bensler, LLC 1,083 93.39 475 128.99
2025-08-14 13F Ameriprise Financial Inc 3,886,118 0.42 1,705,829 19.09
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 2,474 0.08 1,085 18.34
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 160,220 0.46 70,240 18.77
2025-08-14 13F Garden State Investment Advisory Services LLC 485 213
2025-07-07 13F TruWealth Advisors, LLC 2,057 9.53 902 29.45
2025-07-22 13F Team Financial Group, LLC 15 7
2025-08-06 13F Pekin Hardy Strauss, Inc. 2,628 16.64 1,152 37.96
2025-07-21 13F Sage Financial Management Group, Inc. 3,595 48.49 2
2025-08-11 13F Private Advisor Group, LLC 438,014 0.63 192,025 18.97
2025-07-24 13F Zullo Investment Group, Inc. 1,065 0.47 467 18.58
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 7,617 27.76 3,339 51.02
2025-07-09 13F GEM Asset Management, LLC 993 0.20 435 17.57
2025-07-25 13F St. Louis Trust Co 20,134 8.70 8,827 28.51
2025-08-14 13F Gen-Wealth Partners Inc 643 13.60 282 34.45
2025-07-25 13F Endowment Wealth Management, Inc. 2,686 6.93 1,178 26.42
2025-05-15 13F/A Orion Portfolio Solutions, LLC 252,846 2.22 93,760 -7.64
2025-08-04 13F Mesirow Financial Investment Management, Inc. 89,309 14.71 39,161 35.61
2025-07-18 13F First Pacific Financial 98,566 0.99 43,211 19.39
2025-08-14 13F Synovus Financial Corp 36,646 0.67 16,083 19.13
2025-07-17 13F Stone Point Wealth LLC 8,238 27.86 3,612 51.15
2025-08-15 13F First Heartland Consultants, Inc. 31,688 4.45 13,892 23.48
2025-08-12 13F AlphaCore Capital LLC 7,658 172.72 3,361 222.86
2025-07-17 13F Grandview Asset Management LLC 9,615 13.52 4 33.33
2025-08-04 13F Silver Coast Investments LLC 4,495 4.34 1,970 23.29
2025-07-31 13F BIP Wealth, LLC 37,860 49.96 16,598 77.28
2025-08-14 13F Federation des caisses Desjardins du Quebec 568 23.75 249 45.88
2025-07-11 13F Adirondack Trust Co 6,305 2.94 2,764 21.71
2025-08-11 13F Actinver Wealth Management, Inc. 537 235
2025-07-22 13F Old National Bancorp /in/ 5,685 7.28 2,492 26.88
2025-08-13 13F Victory Capital Management Inc 4,346 1,906
2025-07-16 13F Rebalance, Llc 536 235
2025-08-05 13F Marion Wealth Management 2,756 1.55 1,208 20.08
2025-08-06 13F AE Wealth Management LLC 86,398 18.69 37,877 40.32
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 49,468 6.48 21,687 25.89
2025-07-22 13F/A Duncan Williams Asset Management, LLC 100,169 3.42 43,914 22.27
2025-05-01 13F Lane & Associates LLC 4,107 7.04 1,523 -5.11
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 74 32
2025-08-06 13F Penserra Capital Management LLC 89,089 9.26 39 30.00
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 49,250 3.65 21,591 22.54
2025-08-11 13F Nordwand Advisors, LLC 3,000 1,315
2025-07-15 13F Significant Wealth Partners LLC 887 389
2025-07-10 13F Weinberger Asset Management, Inc 17,298 0.62 7,584 18.95
2025-07-28 13F Compass Advisory Group LLC 4,135 29.14 1,815 52.82
2025-07-10 13F Compton Wealth Advisory Group, LLC 12,147 9.03 5,325 28.90
2025-08-14 13F Allred Capital Management, LLC 1,338 4.69 586 23.89
2025-07-28 13F Axxcess Wealth Management, Llc 20,795 204.02 9,116 259.46
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 3,131 2.02 1,373 20.56
2025-08-07 13F Encompass More Asset Management 592 1.20 260 19.35
2025-07-16 13F Kathmere Capital Management, LLC 32,040 7.91 14,046 27.59
2025-07-25 13F We Are One Seven, LLC 85,420 4.76 37,448 23.86
2025-07-03 13F Trust Co of the South 54,149 89.75 23,739 124.35
2025-08-04 13F Creekmur Asset Management LLC 3,299 0.49 1,446 18.82
2025-05-15 13F CAPROCK Group, Inc. 27,962 55.15 10,369 40.18
2025-08-13 13F Jones Financial Companies Lllp 35,058,923 8.64 15,299,954 27.98
2025-07-11 13F First PREMIER Bank 19,848 1.37 9 14.29
2025-07-17 13F Fee-Only Financial Planning, L.C. 110,916 0.51 48,625 18.83
2025-08-14 13F Colony Group, LLC 554,038 2.61 242,896 21.31
2025-08-07 13F Guardian Partners Inc. 93,962 576.57 41,578 730.73
2025-07-31 13F/A Avion Wealth 19,070 34.63 8 60.00
2025-07-14 13F Abacus Wealth Partners, LLC 2,575 117.30 1,129 156.95
2025-08-14 13F Karpus Management, Inc. 67,753 2.09 29,703 20.70
2025-07-08 13F Apella Capital, LLC 29,777 159.77 13,063 209.92
2025-07-10 13F Trust Point Inc. 521 228
2025-07-10 13F Focus Financial Network, Inc. 11,363 0.97 4,987 19.51
2025-08-14 13F Bragg Financial Advisors, Inc 67,046 5.00 29,393 24.14
2025-08-14 13F MGB Wealth Management, LLC 974 24.87 427 47.92
2025-08-11 13F Hopwood Financial Services, Inc. 231 3.59 101 23.17
2025-07-16 13F Crown Wealth Group, LLC 18,377 6.87 8,056 26.35
2025-07-15 13F Armis Advisers, LLC 68,139 32.38 29,890 56.60
2025-08-13 13F Plan Group Financial, LLC 4,070 138.43 1,784 181.83
2025-07-23 13F REAP Financial Group, LLC 56,247 21.84 24,659 44.05
2025-07-23 13F Eagle Strategies LLC 38,302 15.92 16,791 37.04
2025-07-31 13F Vaughan David Investments Inc/il 706 0
2025-07-15 13F Missouri Trust & Investment Co 966 8.78 423 28.57
2025-08-14 13F Hurley Capital, LLC 2,906 17.22 1,274 38.63
2025-08-12 13F LPL Financial LLC 5,335,797 7.49 2,339,213 27.07
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 259,284 0.90 113,673 19.29
2025-08-12 13F Calton & Associates, Inc. 20,231 0.58 8,869 18.92
2025-07-29 13F Goldstein Advisors, LLC 4,525 8.90 1,984 28.77
2025-08-12 13F Global Retirement Partners, LLC 56,548 2.62 24,791 9.61
2025-08-14 13F Diversify Advisory Services, LLC 4,922 3.32 2,279 26.27
2025-08-12 13F Change Path, LLC 190,859 3.41 83,672 22.26
2025-08-07 13F Resources Investment Advisors, LLC. 43,062 3.63 18,878 22.52
2025-07-15 13F Tenon Financial LLC 5,029 100.20 2,035 118.58
2025-08-13 13F MBM Wealth Consultants, LLC 114,662 1.29 50,268 19.75
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 16,336 4.49 7,162 23.53
2025-08-04 13F Savvy Advisors, Inc. 11,091 5.41 4,862 24.63
2025-08-14 13F Osterweis Capital Management Inc 59 31.11
2025-07-15 13F Cranbrook Wealth Management, LLC 29,546 4.53 12,953 23.58
2025-07-22 13F Coastal Investment Advisors, Inc. 3,991 139.27 1,750 183.01
2025-08-12 13F Associated Banc-corp 56,891 0.21 24,941 18.48
2025-08-13 13F Beacon Pointe Advisors, LLC 324,941 3.92 142,454 22.85
2025-08-14 13F GWM Advisors LLC 413,727 3.09 181,378 21.87
2025-07-25 13F Dynamic Financial Group 1,670 9.44 732 29.56
2025-07-28 13F IFG Advisors, LLC 2,344 13.95 1,027 34.78
2025-08-14 13F Wells Fargo & Company/mn 4,121,901 5.07 1,807,042 24.22
2025-07-31 13F Cardinal Point Capital Management, ULC 535 235
2025-08-04 13F 4wealth Advisors, Inc. 1,712 13.38 751 33.93
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 10,722 4,701
2025-07-16 13F Gradient Capital Advisors, LLC 9,596 5.58 4,207 24.84
2025-08-14 13F Wells Fargo & Company/mn Put 200 88
2025-07-24 13F Fulcrum Capital LLC 11,626 9.41 5,097 29.34
2025-07-15 13F Level Financial Advisors, Inc. 17,146 36.36 7,517 61.22
2025-07-17 13F Independence Bank of Kentucky 3,166 0.96 1,388 19.36
2025-07-10 13F Signal Advisors Wealth, LLC 10,816 6.13 4,742 25.49
2025-07-15 13F Retirement Guys Formula Llc 4,311 1.01 1,783 24.09
2025-08-08 13F Fortis Group Advisors, LLC 7,937 16.60 3,612 43.11
2025-08-14 13F Alliancebernstein L.p. 722,843 142.16 316,894 186.29
2025-08-14 13F/A Rockefeller Capital Management L.P. 356,875 17.60 156,454 39.04
2025-07-11 13F Kaydan Wealth Management, Inc. 8,149 25.54 3,573 48.46
2025-08-05 13F Integrity Wealth Solutions LLC 28,905 4.26 12,672 23.27
2025-08-06 13F Disciplined Investors, L.L.C. 15,689 18.79 6,878 40.45
2025-07-07 13F RDA Financial Network 1,613 0.81 707 19.06
2025-08-11 13F Strategic Equity Management 6,530 2,863
2025-07-25 13F Muirfield Wealth Advisors Llc 15,479 22.66 6,786 45.01
2025-08-25 NP NDAA - Ned Davis Research 360 Dynamic Allocation ETF 1,189 63.32 521 93.68
2025-07-23 13F Sax Wealth Advisors, Llc 12,541 46.42 5,498 73.13
2025-07-31 13F Oppenheimer & Co Inc 64,945 15.14 28,472 36.12
2025-08-14 13F Diversify Wealth Management, Llc 2,896 0.10 1,341 22.37
2025-08-08 13F Opinicus Capital, Inc. 11,061 6.29 4,849 25.69
2025-08-13 13F Capital Group Private Client Services, Inc. 2,965 9.53 1,300 29.61
2025-08-07 13F Addison Advisors LLC 35,477 1.85 15,553 20.41
2025-08-12 13F Wisconsin Wealth Advisors, LLC 2,063 171.81 904 221.71
2025-08-15 13F Kestra Advisory Services, LLC 507,886 11.57 222,657 31.90
2025-07-15 13F World Equity Group, Inc. 4,930 0.28 2,161 18.54
2025-08-11 13F Outlook Wealth Advisors, LLC 8,287 0.80 3,633 19.16
2025-07-08 13F Parallel Advisors, LLC 20,301 11.12 8,900 31.37
2025-07-22 13F Gutierrez Wealth Advisory, LLC 472 207
2025-08-14 13F Camarda Financial Advisors, LLC 3,777 44.11 1,656 70.44
2025-07-24 13F Accredited Investor Services, Llc 2,111 33.69 925 58.12
2025-08-18 13F Hollencrest Capital Management 20,890 0.02 9,158 18.26
2025-08-06 13F Moors & Cabot, Inc. 8,349 1.36 3,660 19.84
2025-08-13 13F First National Advisers, LLC 1,779 14.33 780 35.24
2025-08-06 13F First Horizon Advisors, Inc. 117,822 7.32 51,654 26.88
2025-07-11 13F Bell Bank 586,269 4.61 257,020 23.68
2025-07-28 13F Nestegg Advisors, Inc. 11,825 16.20 5,184 37.40
2025-08-15 13F Equitable Holdings, Inc. 849,857 1.23 372,577 19.68
2025-08-04 13F Creative Financial Designs Inc /adv 54,537 4.41 23,909 23.43
2025-08-01 13F Milestone Asset Management Group, LLC 1,562 23.09 685 45.53
2025-07-11 13F Farther Finance Advisors, LLC 18,117 12.63 7,942 31.95
2025-07-21 13F 25 Llc 45,443 11.31 19,923 31.60
2025-08-07 13F Fund Evaluation Group, LLC 12,759 5,594
2025-07-29 13F Elevation Capital Advisory, LLC 21,097 9,249
2025-08-12 13F Wealth Dimensions Group, Ltd. 2,289 6.47 1,003 25.85
2025-07-17 13F First County Bank /CT/ 6,263 0.18 2,746 18.42
2025-08-15 13F Lgl Partners, Llc 725 3.57 331 27.41
2025-08-14 13F Goodwin Investment Advisory 3,150 46.04 1,381 72.72
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 39,621 12.94 17,370 33.52
2025-07-18 13F SOA Wealth Advisors, LLC. 10,702 0.21 4,692 18.46
2025-07-18 13F PFG Investments, LLC 8,737 25.53 3,830 48.45
2025-07-22 13F Iron Horse Wealth Management, LLC 1,463 10.92 641 31.08
2025-08-01 13F Brookwood Investment Group LLC 61,008 3.19 26,746 22.00
2025-08-04 13F Bridgewealth Advisory Group, LLC 3,031 55.36 1,329 83.68
2025-07-10 13F Voisard Asset Management Group, Inc. 1,843 5.92 808 25.12
2025-08-01 13F PCA Investment Advisory Services Inc. 29,849 15.95 13,086 37.09
2025-08-21 13F Clarion Wealth Managment Partners, LLC 1,667 731
2025-08-06 13F Founders Financial Securities Llc 26,931 6.14 11,806 23.75
2025-07-10 13F IMPACTfolio, LLC 464 203
2025-08-11 13F Anfield Capital Management, LLC 77 266.67 34 371.43
2025-08-12 13F Coldstream Capital Management Inc 477,680 61.51 209,511 91.03
2025-08-11 13F Estate Counselors, LLC 13,644 187.00 5,982 239.44
2025-07-22 13F Romano Brothers And Company 39,590 2.99 17,356 21.77
2025-07-14 13F Harbor Group, Inc. 3,763 10.94 1,650 31.19
2025-08-11 13F Citigroup Inc 871,186 38.51 381,928 63.76
2025-07-22 13F Safir Wealth Advisors, LLC 34,370 0.82 15,068 19.19
2025-08-04 13F Saxony Capital Management, LLC 791 24.76 347 47.23
2025-08-08 13F Foundations Investment Advisors, LLC 95,030 27.46 41,661 50.69
2025-08-06 13F Prospera Financial Services Inc 76,529 30.21 33,572 53.96
2025-08-05 13F Astra Wealth Partners LLC 481 211
2025-08-05 13F GPS Wealth Strategies Group, LLC 50,965 14.86 22,343 35.79
2025-08-14 13F Susquehanna International Group, Llp Call 181,900 93.72 79,745 129.02
2025-08-07 13F Vise Technologies, Inc. 11,603 67.89 5,087 79.34
2025-08-13 13F Scotia Capital Inc. 1,989 4.79 872 23.90
2025-08-12 13F Steward Partners Investment Advisory, Llc 222,838 1.34 97,692 19.81
2025-08-14 13F Moneta Group Investment Advisors Llc 869,661 7.43 381,259 27.01
2025-08-14 13F Certified Advisory Corp 96,185 0.51 42,167 18.83
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 601,004 0.27 265,632 19.52
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 630 276
2025-07-21 13F Barrett & Company, Inc. 12,720 0.20 5,577 18.46
2025-08-05 13F Claro Advisors LLC 2,730 0.89 1,197 19.34
2025-08-27 13F/A Brinker Capital Investments, LLC 268,637 6.25 117,770 25.61
2025-07-25 13F Means Investment Co., Inc. 1,729 1.05 758 19.40
2025-08-08 13F Meridian Wealth Management, LLC 59,564 2.71 26,090 21.40
2025-08-13 13F Alerus Financial Na 123 54
2025-08-06 13F Kcm Investment Advisors Llc 11,770 4.63 5,160 23.71
2025-08-01 13F SYM FINANCIAL Corp 353 194.17 155 250.00
2025-08-12 13F Team Hewins, LLC 1,525 1.19 669 19.89
2025-08-06 13F HORAN Wealth, LLC 1,169 512
2025-08-12 13F O'shaughnessy Asset Management, Llc 38,884 13.66 17,047 34.37
2025-07-11 13F Meriwether Wealth & Planning, LLC 599 5.46 263 24.76
2025-08-07 13F CENTRAL TRUST Co 243,888 0.97 106,922 19.37
2025-08-08 13F Allianz Se 272 253.25 119 325.00
2025-08-13 13F Lynch Asset Management, Inc. 443 194
2025-07-15 13F Beacon Investment Advisory Services, Inc. 920 403
2025-07-30 13F Caliber Wealth Management, LLC / KS 11,010 3.11 4,827 21.90
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 2,310 0.35 1,014 18.76
2025-07-17 13F Legacy Wealth Management, Inc 1,538 674
2025-07-10 13F Atticus Wealth Management, Llc 761 8.40 334 28.08
2025-08-01 13F Bank of Jackson Hole Trust 1,651 3.45 724 11.75
2025-08-14 13F McIlrath & Eck, LLC 163,699 3.17 71,766 21.97
2025-08-12 13F Coston, McIsaac & Partners 853 6.89 0
2025-08-13 13F Capital Analysts, Inc. 33,324 1.68 15 16.67
2025-07-11 13F Diversified Trust Co 13,395 17.20 5,873 38.56
2025-04-15 13F Members Wealth Llc 1,466 21.06 544 6.47
2025-07-15 13F Axis Wealth Partners, LLC 7,765 15.81 3,404 36.93
2025-07-25 13F RoundAngle Advisors LLC 5,562 2.66 2,438 21.35
2025-08-07 13F Winch Advisory Services, LLC 2,094 9.92 918 30.03
2025-08-12 13F Proequities, Inc. 0 0
2025-04-15 13F Transform Wealth, LLC 1,816 2.08 674 -7.81
2025-08-11 13F HighTower Advisors, LLC 1,552,072 4.96 680,429 24.08
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 2,491 1,092
2025-08-12 13F Wood Tarver Financial Group, LLC 42 5.00 0 -100.00
2025-08-14 13F Mpwm Advisory Solutions, Llc 151 57.29 66 88.57
2025-08-14 13F Apriem Advisors 1,059 7.19 464 26.78
2025-07-07 13F Wesbanco Bank Inc 8,421 218.13 3,692 276.25
2025-07-16 13F Plancorp, LLC 8,846 7.41 3,878 26.99
2025-07-22 13F Alta Wealth Advisors LLC 4,320 5.39 1,894 24.62
2025-08-14 13F Heritage Wealth Management, Inc. 531 233
2025-07-18 13F Marks Wealth, LLC 867 380
2025-07-22 13F Confluence Wealth Services, Inc. 3,290 1.36 1,442 23.35
2025-08-08 13F Evolution Wealth Advisors, LLC 2,386 0.25 1,046 18.59
2025-07-25 13F Yarger Wealth Strategies, Llc 582 4.68 255 23.79
2025-08-06 13F Paladin Advisory Group, LLC 376 53.47 165 82.22
2025-08-12 13F Bravias Capital Group, LLC 9,446 4.58 4,141 23.62
2025-08-08 13F Cetera Investment Advisers 1,326,314 18.43 581,456 40.01
2025-07-10 13F High Net Worth Advisory Group LLC 14,829 0.99 6,506 19.40
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 4,600 2,017
2025-08-14 13F Bank Of America Corp /de/ 49,386,990 1.75 21,651,256 20.30
2025-08-12 13F Inscription Capital, LLC 928 407
2025-07-14 13F Sentinel Pension Advisors Inc 12,516 0.41 5,487 18.71
2025-08-18 13F/A Kestra Investment Management, LLC 5,547 15.73 2,432 36.80
2025-07-29 13F Arcus Capital Partners, LLC 510 224
2025-08-13 13F Riverview Capital Advisers, LLC 19,976 1.40 8,757 19.88
2025-08-14 13F EP Wealth Advisors, Inc. 3,463,113 3.80 1,518,229 22.71
2025-07-22 13F Gemmer Asset Management LLC 36,150 2.35 15,848 21.00
2025-08-04 13F Family Wealth Group, LLC 13,483 5,911
2025-08-01 13F Capital Investment Counsel, LLC 2,438 1,069
2025-07-11 13F Prosperity Planning, Inc. 46,784 2.83 20,510 21.56
2025-08-08 13F Fusion Capital, LLC 29,230 2.69 12,815 21.41
2025-07-30 13F Capital Investment Services of America, Inc. 1,218 8.56 534 28.37
2025-04-09 13F Dakota Community Bank & Trust NA 165 61
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 81,415 8.31 35,692 28.06
2025-08-04 13F Mayflower Financial Advisors, LLC 3,467 2.73 1,520 21.42
2025-08-11 13F Synergy Investment Management, LLC 44,108 0.33 19,337 18.62
2025-07-30 13F Financial Perspectives, Inc 1,746 74.25 765 106.20
2025-08-05 13F Bridgewater Advisors Inc. 5,535 3.11 2,512 23.51
2025-08-06 13F Able Wealth Management LLC 509 223
2025-07-15 13F Unified Investment Management 500 219
2025-08-13 13F Cary Street Partners Financial Llc 229,222 3.78 91,293 23.15
2025-07-09 13F Fragasso Group Inc. 1,306 18.51 573 40.20
2025-07-25 13F M3 Advisory Group, LLC 16,632 4.43 7,291 23.47
2025-07-21 13F Keystone Financial Group, Inc. 1,210 0.08 543 17.06
2025-08-13 13F SCS Capital Management LLC 41,036 1.44 17,998 19.98
2025-08-06 13F Nicholas Hoffman & Company, LLC. 4,305 1.46 1,887 19.96
2025-08-13 13F Denver Wealth Management, Inc. 1,673 2.32 733 20.96
2025-08-07 13F New England Private Wealth Advisors LLC 3,293 0.06 1,498 22.70
2025-07-16 13F American National Bank 500 30.55 219 54.23
2025-08-14 13F Graney & King, LLC 3,492 11.49 1,531 31.87
2025-08-13 13F Baird Financial Group, Inc. 469,987 1.90 206,042 20.48
2025-08-13 13F Boston Family Office Llc 1,414 30.80 1
2025-07-25 13F CV Advisors LLC 494 217
2025-07-25 13F Lodestar Private Asset Management Llc 11,103 14.29 4,868 35.12
2025-07-22 13F Valpey Financial Services, LLC 18,052 7,914
2025-08-13 13F Mayfair Advisory Group, LLC 28,985 9.66 13,308 35.78
2025-07-16 13F Meridian Financial, LLC 1,599 1.20 701 19.83
2025-07-16 13F EdgeRock Capital LLC 470 206
2025-08-27 NP XCOR - FundX ETF 52,117 5.82 22,848 25.11
2025-07-29 13F Tradewinds Capital Management, LLC 184 7.60 81 26.98
2025-08-04 13F Quaker Wealth Management, LLC 21,373 9,370
2025-07-30 13F Crewe Advisors LLC 1,511 263.22 662 329.87
2025-08-06 13F Rps Advisory Solutions Llc 475 208
2025-07-21 13F West Financial Advisors, LLC 5,613 7.30 2,461 26.87
2025-08-13 13F Cerity Partners LLC 394,581 8.57 172,986 28.36
2025-07-22 13F Sutton Place Investors Llc 9,785 0.22 4,290 18.48
2025-08-13 13F Johnson Financial Group, Inc. 2,683 36.47 1,178 61.45
2025-07-15 13F Smith & Howard Wealth Management, LLC 34,625 7.24 15,179 26.79
2025-07-14 13F Armstrong Advisory Group, Inc 1,761 0.57 772 7.52
2025-08-11 13F Rothschild Investment Llc 7,825 0.40 3,430 18.69
2025-08-08 13F MTM Investment Management, LLC 171 4.91 75 23.33
2025-08-01 13F Advisory Alpha, LLC 15,361 3.02 6,735 21.82
2025-07-17 13F Genesis Private Wealth, Llc 1,290 0.47 566 18.70
2025-08-01 13F Taylor Financial Group, Inc. 62,653 3.89 27,467 22.82
2025-08-29 13F Evolution Wealth Management Inc. 2,141 939
2025-08-13 13F Vance Wealth, Inc. 1,519 5.27 666 24.53
2025-08-08 13F Campbell Deegan Wealth Management, LLC 16,905 5.34 7,411 24.53
2025-07-23 13F Valmark Advisers, Inc. 10,406 0.51 4,562 18.81
2025-08-14 13F Benjamin Edwards Inc 12,592 55.09 5,520 83.39
2025-08-14 13F Pine Harbor Wealth Management, LLC 18,976 3.39 8,319 22.23
2025-07-24 13F KFA Private Wealth Group, LLC 6,873 0.06 3,013 18.30
2025-04-17 13F Vista Wealth Management Group, LLC 1,825 50.95 677 36.29
2025-08-07 13F Montag A & Associates Inc 10,262 0.83 4,504 19.34
2025-08-08 13F Oak Harvest Investment Services 28,227 4.57 12,375 23.63
2025-08-14 13F Aqr Capital Management Llc 96,591 7.03 42,346 26.53
2025-07-16 13F Kendall Capital Management 23,048 5.66 10,104 24.93
2025-07-23 13F Tectonic Advisors Llc 4,166 25.03 1,826 47.85
2025-07-28 13F WealthPlan Investment Management, LLC 1,209 11.02 530 31.51
2025-05-14 13F Summit Financial Wealth Advisors, LLC 100,089 0.49 37,115 -10.04
2025-08-14 13F Foronjy Financial Llc 12,415 5,443
2025-07-09 13F Parkside Advisors LLC 486 213
2025-08-14 13F Snowden Capital Advisors LLC 35,716 0.67 15,676 19.15
2025-08-14 13F Warren Averett Asset Management, LLC 716,569 5.87 314,144 25.17
2025-07-30 13F/A Divergent Planning, LLC 862 9.11 374 25.50
2025-08-05 13F Magnolia Capital Advisors Llc 29,166 235.09 12,786 296.22
2025-08-08 13F Capital Investment Advisory Services, LLC 24,976 2.05 10,950 20.65
2025-07-08 13F Webster Bank, N. A. 1,995 70.37 875 101.38
2025-07-17 13F Gleason Group, Inc. 141,219 43.27 61,910 69.38
2025-07-29 13F Harbor Asset Planning, Inc. 2,489 1,091
2025-08-13 13F Haverford Trust Co 2,795 4.96 1,225 24.11
2025-08-12 13F Kensington Asset Management, LLC 217,710 95,444
2025-07-14 13F Financial Advisory Partners, Llc 67,336 1.47 29,520 19.97
2025-05-02 13F BluePointe Capital Management, LLC 1,107 4.14 410 -5.96
2025-08-07 13F Greystone Financial Group, LLC 12,761 7.94 5,594 27.63
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 5,491 9.38 2 100.00
2025-08-14 13F Acas, Llc 4,414 0.50 2,043 21.25
2025-07-23 13F Gentry Private Wealth, Llc 26,197 4.22 11,485 23.21
2025-07-08 13F Lpwm Llc 2,880 4.16 1,263 23.12
2025-07-22 13F Relyea Zuckerberg Hanson LLC 245,688 0.77 107,710 19.13
2025-08-13 13F Stablepoint Partners, LLC 2,708 9.06 1,187 29.02
2025-07-10 13F Secure Asset Management, LLC 657 288
2025-07-23 13F Litman Gregory Asset Management LLC 700 1.89 307 20.87
2025-08-05 13F Crestwood Advisors Group LLC 5,256 0.75 2,304 19.13
2025-07-28 13F Revolve Wealth Partners, LLC 15,347 11.06 6,728 31.30
2025-08-07 13F Verus Capital Partners, Llc 5,807 1.40 2,546 19.88
2025-07-21 13F/A Abacus Planning Group, Inc. 774 2.38 340 21.07
2025-07-31 13F Hobart Private Capital, LLC 925 3.58 406 22.36
2025-07-29 13F Latitude Advisors, LLC 1,805 11.97 791 32.50
2025-07-23 13F Winthrop Advisory Group LLC 19,474 581.39 8,547 707.08
2025-07-16 13F Lloyd Advisory Services, LLC. 3,691 1,618
2025-08-06 13F Quadrant Private Wealth Management, LLC 5,882 4.01 2,582 23.14
2025-07-07 13F Versant Capital Management, Inc 185 85.00 81 118.92
2025-07-16 13F AAFMAA Wealth Management & Trust LLC 5,814 78.67 2,549 111.28
2025-07-18 13F jvl associates llc 1,394 28.01 611 51.61
2025-08-11 13F United Advisor Group, LLC 9,408 47.32 4,125 74.16
2025-08-12 13F Chaney Capital Management, Inc. 115,828 2.25 50,779 20.88
2025-07-22 13F David Wealth Management LLC 540 237
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 3,979 0.30 1,745 18.56
2025-07-09 13F Thrive Wealth Management, LLC 30,850 5.94 13,525 25.25
2025-07-31 13F Opes Wealth Management LLC 1,095 26.44 480 49.53
2025-07-18 13F Pennsylvania Capital Management Inc /adv 610 0.16 267 18.67
2025-07-09 13F Kearns & Associates LLC 3,940 1.81 1,727 20.43
2025-07-28 13F Holistic Planning, LLC 18,495 19.75 8,108 41.57
2025-08-14 13F Two Sigma Investments, Lp 1,042,900 2.15 457,207 20.77
2025-07-29 13F Gladwyn Financial Advisors, Inc. 2,783 1,220
2025-07-22 13F Noble Family Wealth, LLC 48,361 7.47 21,202 27.05
2025-08-13 13F/A Claudia M.p. Batlle, Crp (r) Llc 2,363 127.21 1,036 168.83
2025-07-17 13F Stephens Group Asset Management, Llc 340,519 10.31 149,284 30.41
2025-07-18 13F Truist Financial Corp 1,030,654 3.92 451,839 22.86
2025-07-25 13F Parker Financial LLC 66,095 1.22 28,977 19.67
2025-08-05 13F Freestone Capital Holdings, LLC 3,659 0.03 1,604 18.22
2025-08-13 13F Summit Wealth Group Llc / Co 21,132 9,275
2025-07-28 13F JGP Wealth Management, LLC 791 14.47 347 35.16
2025-07-31 13F Brian Low Financial Group, Llc 2,502 1,097
2025-08-15 13F Provenance Wealth Advisors, LLC 4,151 14.01 1,820 34.74
2025-07-15 13F Kwmg, Llc 10,707 3.38 4,694 22.21
2025-07-14 13F GAMMA Investing LLC 4,320 17.42 1,894 38.78
2025-08-14 13F Visionary Wealth Advisors 21,981 8.17 9,636 27.88
2025-08-01 13F Alexander Labrunerie & Co., Inc. 10,635 0.63 4,662 18.99
2025-08-14 13F Dagco, Inc. 60,266 6.56 26,421 25.98
2025-07-24 13F Cyndeo Wealth Partners, LLC 39,441 0.64 17,291 18.99
2025-08-15 13F Fairfield, Bush & Co. 1,067 9.66 468 29.72
2025-07-15 13F Bfsg, Llc 12 5
2025-08-13 13F JT Stratford LLC 6,276 18.42 2,752 40.00
2025-07-25 13F Verdence Capital Advisors LLC 22,924 6.15 10,050 25.49
2025-08-11 13F Vanguard Group Inc 186,172 4.20 81,618 23.19
2025-08-12 13F Franklin Resources Inc 104,680 18.89 45,892 40.55
2025-08-14 13F Acorn Wealth Advisors, LLC 4,072 283.79 1,785 354.20
2025-08-13 13F Idaho Trust Bank 13,006 19.94 5,702 41.78
2025-08-04 13F Buck Wealth Strategies, LLC 3,785 58.24 1,659 87.03
2025-08-14 13F Connecticut Wealth Management, LLC 123,754 4.77 54,254 23.86
2025-07-17 13F CWA Asset Management Group, LLC 4,528 7.81 1,985 27.49
2025-08-11 13F Madison Asset Management, LLC 8,451 5.23 3,705 24.38
2025-08-05 13F American Capital Advisory, LLC 8,562 0.50 3,754 18.80
2025-08-12 13F Gitterman Wealth Management, LLC 462 202
2025-08-04 13F One Day In July LLC 174,303 11.98 76,414 32.39
2025-08-13 13F Natixis Advisors, L.p. 694,588 20.17 305 42.06
2025-08-07 13F Flagship Wealth Advisors, Llc 47,803 0.89 20,957 19.27
2025-08-05 13F Ciovacco Capital Management LLC 11,444 75.04 5,017 106.97
2025-08-13 13F Shelton Capital Management 3,383 53.77 1,483 81.96
2025-05-01 13F Schechter Investment Advisors, LLC 82,389 4.39 30,551 -5.69
2025-07-21 13F Ashton Thomas Securities, Llc 8,240 1.34 3,612 19.80
2025-07-29 13F Angeles Wealth Management, Llc 26,507 33.60 11,621 57.94
2025-08-14 13F Hancock Whitney Corp 5,884 256.39 2,580 321.41
2025-07-14 13F Acropolis Investment Management, LLC 21,057 0.44 9,232 18.74
2025-07-14 13F Proathlete Wealth Management Llc 362 27.46 159 50.48
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 447,094 0.40 195,938 18.68
2025-07-24 13F Vantage Point Financial LLC 1,122 0.63 492 18.89
2025-08-01 13F Zhang Financial LLC 24,724 73.39 10,839 105.01
2025-08-11 13F Avantax Planning Partners, Inc. 2,817 4.49 1,235 23.52
2025-08-11 13F Independent Advisor Alliance 3,969 12.06 1,740 32.44
2025-07-08 13F Goldstone Financial Group, LLC 1,055 9.90 467 30.90
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 5,872 4.26 2,575 23.28
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 3,056 17.67 1,340 39.04
2025-07-29 13F Sigma Investment Counselors Inc 955 1.92 419 20.46
2025-08-13 13F Northern Trust Corp 182,636 8.18 80,068 27.90
2025-08-11 13F Lowe Brockenbrough & Co Inc 10 4
2025-07-23 13F Traphagen Investment Advisors Llc 497 218
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 482,195 5.54 211 24.85
2025-07-16 13F Newton One Investments LLC 89,224 3.99 39,116 22.95
2025-08-11 13F United Capital Financial Advisers, Llc 531,327 0.19 232,934 18.45
2025-07-07 13F Capital Asset Advisory Services LLC 1,915 28.52 831 47.86
2025-07-09 13F HFG Wealth Management, LLC 1,964 0.56 728 -9.11
2025-07-25 13F Richardson Financial Services Inc. 14,483 47.92 6,306 73.72
2025-07-30 13F Wbh Advisory Inc 9,487 58.09 4,159 86.88
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 900 395
2025-08-14 13F Integrated Wealth Concepts LLC 64,541 4.66 28,295 23.73
2025-08-13 13F River Wealth Advisors LLC 3,555 77.13 1,558 109.41
2025-07-23 13F Opulen Financial Group LLC 2,035 3.30 892 22.05
2025-08-12 13F Covington Investment Advisors Inc. 8,534 0.79 4 0.00
2025-07-08 13F/A Salem Investment Counselors Inc 5,857 0.17 2,571 18.54
2025-08-04 13F Carret Asset Management, Llc 2,285 0.04 1,002 18.32
2025-08-14 13F Oxford Financial Group Ltd 3,008 0.50 1,319 18.85
2025-07-21 13F TFG Advisers LLC 1,038 0.78 455 19.16
2025-07-29 13F Tide Cove Capital Partners LLC 19,903 1.77 9,075 25.12
2025-08-27 NP ACALX - Advisors Capital Active All Cap Fund 92,600 5.95 40,596 25.26
2025-07-24 13F Financial Security Advisor, Inc. 1,301 54.88 571 83.60
2025-08-20 13F/A Thompson Davis & Co., Inc. 1,884 2.34 826 20.97
2025-07-28 13F Rosenberg Matthew Hamilton 123 21.78 54 43.24
2025-08-11 13F Alteri Wealth LLC 1,807 3.67 792 22.60
2025-07-29 13F Lyell Wealth Management, Lp 730 320
2025-08-12 13F/A Cozad Asset Management Inc 9,725 3.60 4,263 22.50
2025-08-13 13F GM Advisory Group, Inc. 4,355 62.20 1,909 91.86
2025-08-15 13F Fidelity D & D Bancorp Inc 1,101 483
2025-08-27 NP ACGRX - Advisors Capital Growth Fund 22,100 125.51 9,689 166.59
2025-07-10 13F Kozak & Associates, Inc. 218 0.46 96 23.08
2025-08-14 13F Mariner, LLC 1,786,816 2.34 783,340 20.99
2025-08-04 13F Waterfront Wealth Inc. 2,482 2.94 1,088 21.70
2025-07-10 13F Wedmont Private Capital 12,152 11.26 5,377 36.68
2025-05-15 13F Wealth Management Strategies, Inc. 68,101 14.13 25,253 10,249.59
2025-07-09 13F Fermata Advisors, LLC 1,377 604
2025-07-09 13F Hiley Hunt Wealth Management 60,902 1.06 26,718 18.50
2025-07-16 13F Independent Wealth Network Inc. 6,027 8.09 2,642 27.82
2025-08-14 13F Betterment LLC 290,155 8.47 127 28.28
2025-08-04 13F Roble, Belko & Company, Inc 13 85.71 0
2025-07-31 13F City State Bank 10,271 1.02 4,503 19.42
2025-08-06 13F Robinson Smith Wealth Advisors Llc 4,020 5.73 1,762 25.05
2025-08-07 13F Allworth Financial LP 183,654 10.12 80,514 30.15
2025-08-13 13F Ted Buchan & Co 23,777 79.14 10,424 111.78
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 2,334 66.12 1,023 96.35
2025-07-08 13F Charis Legacy Partners, LLC 2,247 1.77 985 20.42
2025-07-22 13F Innovative Wealth Building LLC 2,592 27.68 1,136 51.06
2025-07-11 13F Kingstone Capital Partners Texas, LLC 11,092 3
2025-08-06 13F ZEGA Investments, LLC 1,968 0.41 863 18.73
2025-07-09 13F Lbmc Investment Advisors, Llc 541 237
2025-07-22 13F BridgePort Financial Solutions, LLC 10,491 2.34 4,599 20.99
2025-07-28 13F Cutler Investment Counsel Llc 58,433 1.09 25,646 19.65
2025-07-09 13F Sandy Cove Advisors, LLC 3,011 7.15 1,320 26.80
2025-08-11 13F VSM Wealth Advisory, LLC 18,690 16.47 8,194 37.70
2025-08-05 13F Mission Wealth Management, Lp 1,033,308 3.67 453,002 22.57
2025-07-24 13F Forefront Analytics, LLC 743 326
2025-07-30 13F White Lighthouse Investment Management Inc. 241,727 3.56 105,973 22.43
2025-08-14 13F Jane Street Group, Llc Call 74,700 36.31 32,748 61.16
2025-07-09 13F Market Street Wealth Management Advisors Llc 51,263 1.67 22,474 20.20
2025-08-14 13F Jane Street Group, Llc Put 5,600 194.74 2,455 248.72
2025-07-21 13F Ameriflex Group, Inc. 848 11.87 368 31.07
2025-08-14 13F Fiduciary Trust Co 2,776 13.54 1,217 34.22
2025-07-15 13F Kentucky Trust Co 56 24.44 25 50.00
2025-08-12 13F Allen Capital Group, LLC 2,212 44.01 970 70.30
2025-07-11 13F Wealth Management Partners, LLC 2,096 2.44 920 21.24
2025-07-22 13F Luken Investment Analytics, LLC 205 2.50 90 20.27
2025-07-10 13F Global Financial Private Client, LLC 9,380 0.01 4,112 18.20
2025-07-16 13F Arlington Capital Management, Inc. 3,407 1,494
2025-07-09 13F Christopher J. Hasenberg, Inc 64,605 27.24 28,323 49.08
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 955 1.17 419 19.71
2025-08-06 13F Columbia River Financial Group, LLC 27,656 10.86 13 33.33
2025-07-11 13F Pinnacle Bancorp, Inc. 5,237 0.58 2,296 18.91
2025-04-25 13F Smallwood Wealth Investment Management, LLC 78 29
2025-07-14 13F Abound Wealth Management 916 25.31 401 47.97
2025-07-15 13F Hofer & Associates. Inc 22,648 0.42 9,929 18.71
2025-08-13 13F Gamco Investors, Inc. Et Al 730 320
2025-07-21 13F Crews Bank & Trust 56,144 4.51 24,614 23.56
2025-05-09 13F Delta Financial Group, Inc. 44,522 2.14 17 0.00
2025-07-14 13F Gries Financial Llc 1,906 31.45 836 55.49
2025-08-20 13F/A Coppell Advisory Solutions LLC 4,446 5.93 1,940 22.09
2025-07-23 13F Cohen Investment Advisors LLC 3,046 2.63 1,335 21.36
2025-07-31 13F FSM Wealth Advisors, LLC 12,059 838.44 5,290 1,011.34
2025-08-14 13F Van Den Berg Management I, Inc 43 65.38 19 100.00
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 1,924 11.60 843 31.92
2025-08-07 13F Guidance Capital, Inc 12,594 2.57 5,605 17.24
2025-08-15 13F Northeast Financial Consultants Inc 774,827 0.62 339,684 18.96
2025-08-13 13F Royal Fund Management, LLC 20,714 2.43 9,091 21.09
2025-04-09 13F Compass Investment Advisers LLC 12,271 5,037
2025-07-23 13F Mainsail Asset Management, Llc 92,233 2.02 40,435 20.61
2025-08-19 13F Anchor Investment Management, LLC 6,297 4.57 2,761 23.60
2025-08-01 13F SwitchPoint Financial Planning, LLC 6,187 24.89 2,712 47.63
2025-08-14 13F Spears Abacus Advisors LLC 1,591 10.49 697 30.77
2025-08-14 13F Essential Planning, LLC. 606 8.41 266 28.02
2025-07-30 13F First Interstate Bank 814 14.17 357 34.85
2025-07-18 13F First United Bank Trust/ 22,817 5.04 10,003 24.19
2025-05-01 13F Grant/GrossMendelsohn, LLC 2,781 1.35 1,046 -7.19
2025-08-14 13F IHT Wealth Management, LLC 31,188 4.64 13,673 23.72
2025-08-07 13F Retirement Solution Inc. 1,053 31.95 462 56.27
2025-07-09 13F Sandbox Financial Partners, LLC 79,870 1.41 35,015 19.89
2025-07-25 13F Apollon Wealth Management, LLC 17,995 0.49 7,889 18.81
2025-07-17 13F Venture Visionary Partners LLC 173,434 1.93 76,034 20.51
2025-07-21 13F Curran Financial Partners, LLC 30,871 22.72 13,534 45.08
2025-08-13 13F Gateway Wealth Partners, LLC 2,755 2.00 1,208 20.58
2025-07-23 13F Golden Reserve Retirement LLC 463 203
2025-08-06 13F Stone House Investment Management, LLC 456 347.06 200 437.84
2025-07-28 13F Patten & Patten Inc/tn 5,255 1.92 2,304 20.51
2025-07-23 13F Capital Management Associates, Inc 7,437 100.03 3,261 136.57
2025-08-05 13F Ring Mountain Capital, LLC 460 206
2025-07-18 13F Philip James Wealth Mangement, LLC 539 236
2025-07-28 13F Davidson Trust Co 9,877 3.21 4,329 22.01
2025-08-05 13F Cassaday & Co Wealth Management LLC 7,755 2.61 3,400 21.31
2025-08-08 13F Thoroughbred Financial Services, Llc 7,507 1.23 3 50.00
2025-08-18 13F Geneos Wealth Management Inc. 50,831 26.35 22,284 49.39
2025-07-22 13F Belpointe Asset Management LLC 59,831 1,016.67 26,231 1,220.75
2025-08-12 13F Mcdonald Partners Llc 748 0.40 328 18.48
2025-08-14 13F Ancora Advisors, LLC 6,569 2.72 2,880 21.43
2025-08-14 13F Ambassador Advisors, LLC 3,217 13.51 1,410 34.29
2025-08-05 13F Prosperity Wealth Management, Inc. 1,715 26.20 752 49.30
2025-08-14 13F Silvercrest Asset Management Group Llc 147,468 14.19 64,650 35.00
2025-07-18 13F Heritage Financial Services, LLC 4,541 3.98 1,991 22.92
2025-08-06 13F Stokes Family Office, LLC 10,707 10.70 4,694 30.87
2025-07-23 13F HTG Investment Advisors, Inc. 15,855 3.61 6,951 22.49
2025-07-29 13F Oxbow Advisors, LLC 1,042 1.66 457 20.00
2025-08-12 13F J.w. Cole Advisors, Inc. 117,772 128.63 51,631 170.31
2025-04-15 13F Corrigan Financial, Inc. 201,089 3.00 74,568 -6.95
2025-08-14 13F IPG Investment Advisors LLC 5,964 2.85 2,618 21.72
2025-08-14 13F Vista Private Wealth Partners. LLC 1,225 537
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 14,670 16.22 6,672 50.51
2025-07-14 13F CHICAGO TRUST Co NA 1,223 536
2025-08-12 13F Forum Private Client Group LLC 8,318 1.72 3,646 20.25
2025-08-13 13F Trustmark National Bank Trust Department 134,022 4.03 58,755 22.99
2025-08-08 13F Petix & Botte Co 23,555 0.19 10,327 18.44
2025-07-29 13F Community Bank of Raymore 8,301 70.87 3,639 102.05
2025-07-02 13F Helen Stephens Group, LLC 14,706 9.55 6,447 29.51
2025-07-15 13F Accurate Wealth Management, LLC 7,714 0.78 3,413 23.76
2025-08-07 13F Beese Fulmer Investment Management, Inc. 1,582 15.64 693 36.69
2025-08-04 13F IFG Advisory, LLC 27,528 4.04 12,068 23.00
2025-07-17 13F Eclectic Associates Inc /adv 10,021 10.15 4,393 30.21
2025-07-15 13F Total Wealth Planning, Llc 153,771 9.61 67,413 29.58
2025-07-17 13F Enclave Advisors LLC 35,311 5.81 15,480 25.10
2025-08-13 13F SMART Wealth LLC 639 280
2025-08-06 13F SOUTH STATE Corp 28,619 12.86 12,547 33.44
2025-08-07 13F Donaldson Capital Management, Llc 13,967 4.35 6,123 23.35
2025-08-13 13F Mount Yale Investment Advisors, LLC 920 0.11 403 18.24
2025-08-11 13F Mosaic Family Wealth Partners, Llc 322,237 2.14 141,269 20.75
2025-07-22 13F Warwick Investment Management, Inc. 16,571 14.96 7,265 35.90
2025-07-15 13F IMS Capital Management 457 201
2025-08-01 13F Penobscot Wealth Management 1,047 459
2025-07-01 13F Harbor Investment Advisory, Llc 28,647 8.27 12,559 28.00
2025-07-16 13F Embree Financial Group 7,832 50.64 3,434 78.15
2025-08-12 13F SRS Capital Advisors, Inc. 181,207 10.95 91,190 50.57
2025-07-31 13F Waldron Private Wealth LLC 558,569 3.96 245,159 23.05
2025-07-09 13F Towerpoint Wealth, LLC 64,375 1.72 28,222 20.26
2025-07-09 13F O'Brien Wealth Partners LLC 44,921 1.22 19,694 19.66
2025-07-30 13F First Citizens Bank & Trust Co 4,632 45.07 2,031 71.45
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 1,053 462
2025-08-14 13F Freedom Financial Partners LLC 20,442 1.07 8,961 19.50
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 3,477 25.21 1,524 48.10
2025-08-04 13F Northwest Financial Advisors 462 203
2025-08-12 13F BlackRock, Inc. 13,887 39.37 6,088 64.76
2025-07-29 13F Private Trust Co Na 6,465 36.45 2,834 61.39
2025-07-25 13F Quantum Financial Planning Services, Inc. 128,706 4.23 56,425 23.22
2025-07-15 13F BCS Wealth Management 12,413 0.46 5 25.00
2025-07-23 13F Joel Isaacson & Co., LLC 72,969 1.14 31,990 19.58
2025-08-07 13F Sollinda Capital Management LLC 2,280 1,000
2025-08-15 13F Morgan Stanley 14,559,215 3.84 6,382,762 22.76
2025-08-26 13F/A Thrivent Financial For Lutherans 152,640 120.96 67 153.85
2025-07-15 13F SJS Investment Consulting Inc. 487 4.28 214 23.12
2025-04-30 13F J Hagan Capital, Inc. 4,157 1,706
2025-07-14 13F Iams Wealth Management, Llc 498 219
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 98,550 5.35 43,204 24.55
2025-07-18 13F Client 1st Advisory Group, Llc 918 5.03 402 24.07
2025-08-12 13F Boreal Capital Management LLC 1,149 504
2025-07-09 13F Westmount Partners, LLC 3,581 0.08 1,570 18.40
2025-08-08 13F Thrive Capital Management, LLC 18,323 8,033
2025-08-13 13F Fisher Asset Management, LLC 9,708 44.85 4,256 71.27
2025-07-22 13F Olistico Wealth, LLC 42,277 9.48 18,534 22.89
2025-07-23 13F Lansing Street Advisors 27,185 7.32 11,932 27.03
2025-08-08 13F Citizens Financial Group Inc/ri 33,700 7.12 14,791 26.80
2025-08-06 13F Soltis Investment Advisors LLC 5,053 10.96 2,215 31.22
2025-07-16 13F Moneywise, Inc. 5,672 578.47 2,486 704.53
2025-08-07 13F Meridian Financial Partners LLC 878 19.78 0
2025-08-18 13F Wellington Capital Management, Inc. 484 0
2025-08-27 NP XRLX - FundX Conservative ETF 10,185 3.98 4,465 22.94
2025-08-11 13F TD Waterhouse Canada Inc. 4,045 1.68 1,754 18.05
2025-08-07 13F Everhart Financial Group, Inc. 250,772 16.82 109,939 38.11
2025-07-16 13F Signaturefd, Llc 163,029 10.42 71,472 30.55
2025-07-23 13F Madden Advisory Services, Inc. 3,342 0.91 1,465 19.30
2025-07-17 13F Guyasuta Investment Advisors Inc 7,905 6.75 3,466 26.23
2025-08-13 13F Gibbs Wealth Management 1,182 518
2025-07-09 13F WealthCare Investment Partners, LLC 3,873 2.27 1,712 32.02
2025-07-17 13F/A Capital Investment Advisors, LLC 12,041 34.97 5,279 59.60
2025-08-14 13F Sequent Planning LLC 1,813 70.23 795 101.01
2025-08-13 13F Flow Traders U.s. Llc 18,849 8
2025-04-11 13F Safeguard Financial, LLC 355,130 3.15 131,689 -6.80
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 58 45.00 25 78.57
2025-08-04 13F Syverson Strege & Co 1,778 0.17 780 18.39
2025-08-14 13F DecisionPoint Financial, LLC 27 17.39 12 37.50
2025-07-30 13F Gables Capital Management Inc. 1,872 6.85 821 26.35
2025-07-15 13F Ridgecrest Wealth Partners, Llc 639 5.10 280 24.44
2025-07-29 13F Werba Rubin Papier Wealth Management 41,371 3.63 18,137 22.52
2025-08-07 13F Fidelis Capital Partners, LLC 3,908 36.55 1,781 65.37
2025-08-14 13F Stifel Financial Corp 735,886 0.54 322,659 18.87
2025-08-14 13F Obsidian Personal Planning Solutions LLC 6,139 0.08 2,692 15.99
2025-07-31 13F Money Design Co.,Ltd. 554,153 2.10 243 20.40
2025-08-14 13F Boston Private Wealth Llc 2,216 971
2025-07-08 13F Next Level Private LLC 3,954 2.09 1,733 20.68
2025-07-18 13F Northstar Group, Inc. 17,682 0.11 7,752 18.35
2025-08-04 13F Spire Wealth Management 18,857 1.27 8,267 19.73
2025-08-11 13F NewEdge Wealth, LLC 38,262 31.13 17,436 61.16
2025-07-17 13F Greenhouse Wealth Management, LLC 5,171 1.27 2,267 19.76
2025-08-06 13F Convergence Financial, LLC 2,787 1.75 1,222 20.30
2025-08-05 13F Westside Investment Management, Inc. 1,191 1.19 522 19.72
2025-08-19 13F Newbridge Financial Services Group, Inc. 17,406 10.70 7,631 30.87
2025-07-31 13F 180 Wealth Advisors, Llc 2,804 14.78 1,229 35.80
2025-08-13 13F Dana Investment Advisors, Inc. 3,450 4.55 1,513 23.63
2025-08-13 13F Allegheny Financial Group LTD 4,370 12.40 1,916 32.80
2025-07-28 13F Delap Wealth Advisory, Llc 516 226
2025-07-16 13F Vision Capital Management, Inc. 1,936 8.16 849 27.90
2025-07-11 13F SILVER OAK SECURITIES, Inc 5,996 17.71 2,629 39.34
2025-07-11 13F Marshall & Sullivan Inc /wa/ 114 50
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 10,116 3.88 4,435 22.79
2025-08-04 13F Impact Partnership Wealth, LLC 52,483 48.06 23,009 75.06
2025-08-13 13F Lido Advisors, LLC 142,584 109.73 62,519 148.00
2025-07-28 13F Twin Tree Management, LP Put 9,800 4,296
2025-07-29 13F Carmel Capital Partners, LLC 489 214
2025-08-12 13F Garrett Wealth Advisory Group, LLC 1,063 6.30 466 25.95
2025-07-23 13F Stonegate Investment Group, LLC 9,766 2.93 4,281 21.69
2025-08-26 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 9,275 4,066
2025-07-14 13F Chapin Davis, Inc. 3,395 0.03 1,488 18.20
2025-08-13 13F Tobias Financial Advisors, Inc. 75,157 0.65 32,949 18.99
2025-07-24 13F Robertson Stephens Wealth Management, LLC 51,892 28.45 22,758 51.92
2025-08-07 13F/A Joseph Group Capital Management 117 51
2025-07-31 13F Oak Harbor Wealth Partners, Llc 494 199.39 217 254.10
2025-08-06 13F Vantage Financial Partners, LLC 4,922 0.98 2,158 19.37
2025-07-29 13F First Bancorp, Inc /ME/ 2,190 12.37 960 32.96
2025-07-07 13F Avenue 1 Advisors, LLC 54,852 2.98 24,047 21.74
2025-08-07 13F Fonville Wealth Management LLC 20,879 1.15 9,156 19.13
2025-08-01 13F Vision Financial Markets Llc 13 8.33 5 25.00
2025-08-05 13F Next Capital Management LLC 4,942 0.98 2,167 19.40
2025-08-07 13F Laffer Investments 1,260 87.78 552 122.58
2025-08-11 13F Regal Investment Advisors LLC 47,459 2.10 20,806 20.71
2025-08-05 13F Sigma Planning Corp 14,466 2.49 6,343 21.19
2025-07-14 13F Argentarii, LLC 1,929 4.38 846 23.50
2025-07-22 13F Accel Wealth Management 3,966 1.67 1,739 20.19
2025-08-07 13F Rathbone Brothers plc 490 215
2025-08-06 13F Nvwm, Llc 185 81
2025-08-07 13F Birchcreek Wealth Management, LLC 9,734 1.89 4,267 20.47
2025-08-14 13F Pecaut & Co. 4,715 30.75 2,067 54.60
2025-08-14 13F/A Skopos Labs, Inc. 425 31.99 186 55.46
2025-08-14 13F Harmony Asset Management Llc 2,195 1.15 962 19.65
2025-07-15 13F/A Kure Advisory, LLC 18,676 8.87 8,188 28.71
2025-05-07 13F Spectrum Wealth Counsel, LLC 12,003 2.74 4,451 -7.19
2025-07-18 13F Columbia Asset Management 6,390 1.22 2,801 19.65
2025-08-07 13F Americana Partners, LLC 5,094 48.12 2,233 75.14
2025-07-23 13F Intergy Private Wealth, LLC 21,983 1.26 9,637 19.71
2025-08-14 13F Becker Capital Management Inc 239,068 6.50 104,928 26.05
2025-08-14 13F Mercer Global Advisors Inc /adv Put 372,148 162,189
2025-08-14 13F Eaton-Cambridge Inc. 461 202
2025-07-15 13F Mather Group, Llc. 548,423 3.31 240,429 22.14
2025-07-16 13F Rezny Wealth Management, Inc. 323,948 1.32 142,019 19.79
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 5,240 2,297
2025-08-14 13F LifePlan Investment Advisors, Inc. 14,928 22.46 6,544 44.78
2025-07-29 13F Koshinski Asset Management, Inc. 34,906 3.20 15,303 22.01
2025-08-05 13F Plante Moran Financial Advisors, LLC 10,253 4.83 4,495 23.97
2025-08-05 13F Huntington National Bank 9,486 20.37
2025-07-31 13F Wealthfront Advisers Llc 97,415 6.94 42,707 26.43
2025-07-18 13F Marino, Stram & Associates Llc 84,703 11.98 37,134 32.39
2025-07-09 13F Wolff Financial Management Llc 94,705 0.05 42 17.14
2025-07-09 13F Dynamic Advisor Solutions LLC 13,848 4.54 6,071 23.57
2025-07-22 13F Berger Financial Group, Inc 34,454 1.90 15,104 20.47
2025-08-07 13F Midwest Trust Co 31,162 13,662
2025-05-20 13F Blue Rock Wealth Management LLC 3,207 45.24 1,189 31.24
2025-07-18 13F Martel Wealth Advisors Inc 232,840 1.59 102,077 20.11
2025-08-11 13F Pineridge Advisors LLC 36 44.00 16 66.67
2025-08-05 13F Carson Advisory Inc. 531 233
2025-07-24 13F rebel Financial LLC 27,652 12,136
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 700 6.54 307 25.93
2025-07-10 13F Stonekeep Investments, LLC 840 368
2025-08-04 13F Whalen Wealth Management Inc. 484 212
2025-07-22 13F Journey Beyond Wealth, LLC 16,491 9.22 7,230 29.11
2025-07-29 13F Signature Estate & Investment Advisors Llc 1,022,867 15.33 448,425 36.34
2025-07-30 13F Forum Financial Management, LP 7,549 4.34 3,309 23.38
2025-07-31 13F Buckingham Strategic Partners 40,125 0.08 17,591 18.32
2025-08-07 13F King Luther Capital Management Corp 282 -37.83
2025-09-05 13F/A Prospera Capital Management, LLC 10,286 3.30 4,514 22.26
2025-08-04 13F Beirne Wealth Consulting Services, LLC 32,028 195.79 14,058 250.11
2025-07-08 13F Northstar Advisory Group, LLC 2,318 0.09 1,016 18.41
2025-08-14 13F Financial Advisors Network, Inc. 65,841 5.07 28,865 24.22
2025-07-16 13F GenWealth Group, Inc. 91,915 7.43 40,296 27.01
2025-07-29 13F Creekside Partners 993 11.32 435 31.82
2025-08-08 13F Kingsview Wealth Management, LLC 31,377 1.61 13,756 20.13
2025-08-14 13F NCM Capital Management, LLC 15,518 6.32 6,820 26.02
2025-07-31 13F Gill Capital Partners, Llc 43,276 2.42 18,972 21.09
2025-08-12 13F PKS Advisory Services, LLC 1,588 8.92 696 28.89
2025-08-11 13F Strategic Wealth Partners, Ltd. 2,257 38.55 989 42.30
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 549 241
2025-08-07 13F Traynor Capital Management, Inc. 2,427 26.54 1,053 48.10
2025-07-17 13F Smith, Salley & Associates 6,686 17.59 2,931 39.04
2025-07-21 13F Synergy Financial Management, LLC 4,667 2.93 2,046 21.71
2025-08-12 13F WealthTrak Capital Management LLC 1,045 2.45 458 21.16
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 8,701 1.59 3,815 20.09
2025-08-08 13F Truepoint, Inc. 425,519 1.83 186,547 20.39
2025-08-07 13F Cahill Financial Advisors Inc 154,319 1.15 67,653 19.58
2025-08-11 13F Wealthgarden F.s. Llc 681 1.64 310 24.60
2025-08-14 13F Douglass Winthrop Advisors, LLC 570 2.15 250 20.87
2025-07-31 13F Leavell Investment Management, Inc. 10,870 0.45 4,771 18.92
2025-07-17 13F KG&L Capital Management,LLC 9,575 6.94 4,198 26.42
2025-08-13 13F Kuhn & Co Investment Counsel 9,907 8.64 4,343 28.45
2025-08-14 13F Investmark Advisory Group LLC 2,456 2.76 1,077 21.44
2025-08-15 13F Strategic Investment Advisors / MI 124,270 0.72 54,482 19.08
2025-07-24 13F Gilliland Jeter Wealth Management LLC 11,348 0.01 4,975 18.26
2025-08-07 13F Winthrop Capital Management, LLC 13,632 2.80 6 25.00
2025-08-06 13F Savant Capital, LLC 238,570 545.48 104,589 663.14
2025-07-08 13F Arlington Trust Co LLC 528 37.86 231 62.68
2025-07-21 13F Triad Wealth Partners, LLC 2,211 124.01 969 164.75
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 225,385 8.79 98,852 28.83
2025-07-23 13F Elevate Wealth Advisory, Inc 408 55.13 179 84.54
2025-07-29 13F Stratos Wealth Partners, LTD. 49,859 16.92 21,858 38.23
2025-07-23 13F 1 North Wealth Services Llc 5 2
2025-07-14 13F Main Line Retirement Advisors, LLC 25,599 4.80 11,222 23.90
2025-07-22 13F Capital Advisors Inc/ok 1,564 0.13 686 18.31
2025-07-28 13F Bridges Investment Management Inc 5,870 2.62 2,573 21.31
2025-08-12 13F Indie Asset Partners, LLC 777 341
2025-07-18 13F Arcadia Wealth Management, LLC 73,431 9.89 32,192 29.92
2025-07-30 13F Roman Butler Fullerton & Co 11,900 1.71 5,405 27.54
2025-07-14 13F Narus Financial Partners, LLC 1,576 40.84 691 66.67
2025-07-10 13F Orgel Wealth Management, LLC 2,322 7.80 1,018 27.44
2025-07-16 13F Jentner Corp 161,563 0.97 70,829 19.37
2025-08-12 13F Laurel Wealth Advisors LLC 9,185,671 45,809.99 21 -99.73
2025-08-13 13F Great Diamond Partners, LLC 33,834 0.07 14,833 18.31
2025-07-24 13F Mengis Capital Management, Inc. 487 214
2025-07-15 13F StoneCrest Wealth Management, Inc. 1,161 14.84 509 35.83
2025-08-12 13F Viawealth, Llc 2,692 1.09 1,180 19.55
2025-08-13 13F Transce3nd, LLC 406 37.63 178 62.39
2025-08-13 13F Proactive Wealth Strategies LLC 1,314 2.18 1
2025-08-06 13F Modera Wealth Management, LLC 1,195,224 1.39 523,987 19.87
2025-07-31 13F Sage Mountain Advisors LLC 14,444 33.03 6,332 57.28
2025-07-24 13F Copperwynd Financial, LLC 73,454 9,476.79 32,202 11,238.73
2025-08-14 13F Glenmede Investment Management, LP 231,372 101,433
2025-08-13 13F Rockport Wealth LLC 769 337
2025-07-30 13F D.a. Davidson & Co. 1,758,337 2.63 770,855 21.33
2025-07-29 13F Riverbend Wealth Management, LLC 1,010 2.12 443 20.77
2025-08-14 13F Wallace Hart LLC 13 6
2025-08-01 13F Rossby Financial, LCC 607 42.49 266 66.25
2025-08-01 13F Envestnet Asset Management Inc 8,127,139 0.98 3,562,911 19.39
2025-07-16 13F Marmo Financial Group, LLC 62,794 0.55 27,529 18.88
2025-07-30 13F Bleakley Financial Group, LLC 24,130 11.33 10,579 31.62
2025-07-29 13F BKM Wealth Management, LLC 5,836 3.26 2,559 22.04
2025-08-13 13F Northwestern Mutual Wealth Management Co 1,785,539 2.18 782,781 20.80
2025-08-12 13F Pathstone Holdings, LLC 250,803 38.67 96,818 44.36
2025-07-29 13F Stordahl Capital Management, Inc. 587 4.82 257 24.15
2025-07-17 13F Covenant Asset Management, LLC 7,055 5.68 3,093 24.93
2025-07-31 13F Dodds Wealth, LLC 105,319 265.77 46,172 332.43
2025-07-17 13F Mustard Seed Financial, LLC 20,893 13.08 9,159 33.69
2025-07-23 13F Absher Wealth Management, Llc 3 1
2025-08-19 13F Asset Dedication, LLC 4,846 7.02 2,125 26.50
2025-08-07 13F Accent Capital Management, LLC 42,444 6,282
2025-08-11 13F Root Financial Partners, LLC 46,037 73.02 20,183 104.54
2025-07-31 13F Brighton Jones Llc 18,224 11.07 7,989 31.31
2025-08-08 13F L & S Advisors Inc 2,610 30.70 1,144 54.59
2025-07-23 13F Woodside Wealth Management LLC 21,735 0.86 9,529 19.23
2025-08-13 13F EverSource Wealth Advisors, LLC 174,226 4.11 76,381 23.08
2025-04-15 13F Noble Wealth Management PBC 1,012 45.40 375 31.58
2025-07-31 13F United Community Bank 2,428 11.07 1,064 31.36
2025-08-14 13F Cascades Capital Asset Management, LLC 14,198 0.02 6,224 18.26
2025-07-18 13F Consolidated Portfolio Review Corp 37,253 0.77 16,332 19.13
2025-08-11 13F Inspire Advisors, LLC 704 11.57 308 32.19
2025-08-14 13F CIBC World Markets Inc. 5,018 6.25 2,200 25.59
2025-08-11 13F FineMark National Bank & Trust 9,803 56.07 4,298 84.50
2025-07-18 13F Cohen Klingenstein LLC 14,733 0.51 6,459 18.82
2025-08-14 13F Quantinno Capital Management LP 54,639 36.15 23,954 60.96
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 3,567 1,471.37 1,564 1,760.71
2025-07-28 13F Founders Grove Wealth Partners, Llc 47,449 5.46 20,802 24.68
2025-08-01 13F Biltmore Family Office, LLC 71 31
2025-07-29 13F Kraft, Davis & Associates, LLC 30,846 6.55 14,064 38.53
2025-04-11 13F Davis Capital Management 88 6.02 33 -5.88
2025-07-25 13F SPC Financial, Inc. 39,288 1,047.09 17,224 1,256.14
2025-08-11 13F Angeles Investment Advisors, LLC 22,219 1.04 9,741 19.45
2025-07-15 13F Oak Root LLC 50,306 26.96 22,054 50.11
2025-07-28 13F Aries Wealth Management 37,978 1.34 16,650 19.81
2025-07-15 13F Garrett Investment Advisors LLC 14,980 11.41 6,567 31.74
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class 698,089 0.17 306,042 18.42
2025-08-07 13F Brio Consultants, LLC 21,549 0.97 9,447 19.37
2025-08-14 13F Modern Wealth Management, LLC 3,300 21.77 1,447 44.02
2025-07-24 13F Invictus Private Wealth, Llc 408,774 2.21 179,207 20.84
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 48,991 2.23 21,478 20.88
2025-07-09 13F Sapient Capital Llc 43,122 18.77 18,926 40.58
2025-08-25 13F Silverlake Wealth Management Llc 1,655 726
2025-07-09 13F Riversedge Advisors, Llc 28,248 18.37 12,384 39.94
2025-08-13 13F Saiph Capital, LLC 4,313 5.20 1,891 24.34
2025-07-21 13F Warner Financial, Inc 62,951 0.56 28 17.39
2025-07-25 13F Hazlett, Burt & Watson, Inc. 916 12.12 0
2025-07-22 13F Wells Trecaso Financial Group, LLC 886 2.67 388 21.25
2025-08-07 13F Alpha Financial Advisors, LLC 680 298
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 42,821 1.84 18,773 23.14
2025-08-08 13F Larson Financial Group LLC 5,528 24.76 2,424 47.47
2025-07-28 13F Cypress Wealth Services, LLC 1,341 2.76 588 21.28
2025-07-21 13F J. Safra Sarasin Holding AG 1,066 95.96 467 132.34
2025-08-07 13F Curtis Advisory Group, LLC 3,536 12.72 1,550 33.28
2025-08-06 13F Princeton Capital Management Llc 823 43.88 361 69.81
2025-08-15 13F Captrust Financial Advisors 1,486,447 3.56 651,658 24.89
2025-07-16 13F Magnus Financial Group LLC 131,523 0.82 57,660 19.20
2025-07-29 13F Mezzasalma Advisors, LLC 8,212 12.34 3,600 32.84
2025-08-12 13F Holderness Investments Co 2,330 9.85 1,021 29.90
2025-07-15 13F LVZ Advisors, Inc. 708 31.11 310 55.00
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 965 423
2025-07-16 13F Maridea Wealth Management LLC 14,696 17.55 6,443 38.99
2025-07-09 13F Keystone Wealth Services, LLC 1,566 5.45 687 24.73
2025-07-30 13F MEMBERS Trust Co 204,775 20.29 89,773 42.21
2025-08-14 13F Private Capital Management, LLC 1,352 2.11 593 20.82
2025-07-17 13F LifeGoal Wealth Advisors 18,167 5.52 7,964 24.75
2025-08-14 13F RMB Capital Management, LLC 18,061 99.66 7,927 136.34
2025-08-06 13F Carnegie Lake Advisors LLC 1,333 17.86 1
2025-08-13 13F Empire Financial Management Company, LLC 1,492 10.93 654 31.33
2025-08-14 13F Integrated Investment Consultants, LLC 11,145 13.48 4,886 34.17
2025-07-16 13F Essex Financial Services, Inc. 20,378 6.60 8,934 26.03
2025-05-12 13F Sandy Spring Bank 35,338 7.60 13,104 -2.78
2025-08-07 13F Mayport, Llc 5,128 2,248
2025-08-12 13F Wealthbridge Capital Management, Llc 1,295 10.31 568 30.34
2025-08-05 13F American Institute for Advanced Investment Management, LLP 6,386 0.79 2,800 19.16
2025-07-14 13F Painted Porch Advisors LLC 223 443.90 98 546.67
2025-07-25 13F Cwm, Llc 532,190 0.01 233 18.27
2025-08-11 13F Brass Tax Wealth Management, Inc 1,030 9.57 452 29.60
2025-07-10 13F Fulton Bank, N.a. 5,162 3.80 2,263 22.72
2025-07-09 13F First Bank & Trust 490 215
2025-05-21 13F CBM Financial, LLC 5,549 2,292
2025-04-28 13F Pinnacle Financial Partners Inc 168,596 2.85 62,519 -7.08
2025-07-21 13F DMKC Advisory Services, LLC 2,219 994
2025-07-07 13F Dominguez Wealth Management Solutions, Inc. 50,450 5.83 22,117 25.12
2025-08-13 13F Level Four Advisory Services, Llc 16,345 22.68 7,166 45.04
2025-08-14 13F Main Street Financial Solutions, LLC 10,029 69.95 4,397 100.91
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 62 1.64 27 22.73
2025-08-14 13F Gotham Asset Management, LLC 70,789 23.02 31,034 45.44
2025-08-14 13F Royal Bank Of Canada 2,043,290 1.77 895,777 20.32
2025-05-15 13F Glenmede Trust Co Na 226,422 2.12 83,962 -7.74
2025-08-08 13F WASHINGTON TRUST Co 1,543 4.05 676 23.13
2025-08-11 13F Platform Technology Partners 9,503 5.73 4,166 25.03
2025-07-29 13F FLC Capital Advisors 1,534 50.39 673 77.78
2025-07-09 13F Bulwark Capital Corp 124 54
2025-07-22 13F Woodmont Investment Counsel Llc 410,717 2.67 180,058 21.38
2025-08-13 13F Jump Financial, LLC 4,241 1,859
2025-08-08 13F Security Financial Services, INC. 15,875 3.61 6,960 22.50
2025-08-13 13F Keystone Financial Group 17,528 4.85 7,684 23.96
2025-08-11 13F Brown Wealth Management, Llc 70,173 5.38 30,764 24.59
2025-07-25 13F Concurrent Investment Advisors, LLC 99,487 15.37 43,615 36.40
2025-07-22 13F Wealthcare Advisory Partners LLC 35,128 27.04 15,400 50.19
2025-07-22 13F Miracle Mile Advisors, LLC 15,651 29.27 6,861 52.84
2025-08-08 13F Maple Capital Management, Inc. 706 310
2025-07-02 13F HBW Advisory Services LLC 2,825 0.75 1,239 19.15
2025-07-17 13F XY Planning Network, Inc. 12,078 19.21 5,295 40.91
2025-07-23 13F West Paces Advisors Inc. 523 3.36 229 22.46
2025-08-06 13F Wedbush Securities Inc 25,510 0.04 11 22.22
2025-07-29 13F International Assets Investment Management, Llc 3,571 8.34 1,566 28.07
2025-08-11 13F WPG Advisers, LLC 1,656 2.67 726 21.24
2025-08-12 13F Founders Financial Alliance, LLC 4,697 3.76 2,059 22.71
2025-08-14 13F Win Advisors, Inc 34,286 15,031
2025-07-08 13F Juncture Wealth Strategies, Llc 2,407 1,055
2025-07-16 13F Novem Group 31,126 0.79 13,646 19.16
2025-08-29 13F Total Investment Management Inc 474 208
2025-07-14 13F Foster Group, Inc. 2,439 23.00 1,069 45.44
2025-08-06 13F Atlantic Union Bankshares Corp 40,016 1,696.05 17,543 2,023.85
2025-07-17 13F SC&H Financial Advisors, Inc. 657 10.23 288 30.32
2025-07-21 13F Family CFO Inc 11,825 2.04 5,184 20.64
2025-07-24 13F Bey-Douglas LLC 1,425 19.65 624 41.50
2025-07-16 13F Spirepoint Private Client, Llc 1,053 72.91 462 104.89
2025-07-29 13F Planned Solutions, Inc. 1,625 712
2025-09-03 13F American Trust 2,784 1,221
2025-07-16 13F Kennicott Capital Management Llc 57,674 44.36 25,284 70.68
2025-08-14 13F Operose Advisors LLC 3,429 7.90 1,503 27.59
2025-08-07 13F Summit X, LLC 1,516 94.86 665 130.56
2025-05-13 13F Shorepoint Capital Partners LLC 901 0.90 334 -8.74
2025-07-11 13F Busey Wealth Management 4,963 4.00 2,176 22.95
2025-07-24 13F Advanced Asset Management Advisors Inc 1,117 0.90 490 19.27
2025-09-04 13F/A Advisor Group Holdings, Inc. 924,632 17.84 402,225 38.11
2025-07-29 13F Balboa Wealth Partners 1,169 93.22 512 128.57
2025-08-11 13F Blue Bell Private Wealth Management, Llc 205 1.99 90 20.27
2025-07-15 13F RTD Financial Advisors, Inc. 4,537 64.15 1,989 94.24
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 251 110
2025-07-23 13F Eagle Rock Investment Company, Llc 694 304
2025-08-04 13F AlphaStar Capital Management, LLC 22,139 9,706
2025-08-13 13F Bernardo Wealth Planning LLC 1,498 43.76 1
2025-07-16 13F Legend Financial Advisors, Inc. 71 31
2025-07-10 13F American Financial Advisors, LLC 637 0.95 279 19.23
2025-08-01 13F GoalVest Advisory LLC 77,773 0.02 34,096 18.24
2025-07-22 13F Red Tortoise LLC 0 0
2025-07-30 13F Jacobsen Capital Management 102,375 2.08 44,881 20.69
2025-07-17 13F Kavar Capital Partners Group, Llc 15,008 12.62 6,580 33.15
2025-07-30 13F Eqis Capital Management, Inc. 5,341 3.49 2,341 22.37
2025-08-08 13F Wall Street Access Asset Management, LLC 11,937 1.51 5,233 20.02
2025-07-28 13F Cornerstone Wealth Group, LLC 13,689 6,001
2025-08-06 13F SP Asset Management LLC 116,169 5.79 50,929 25.07
2025-07-18 13F Bartlett & Co. Wealth Management Llc 6,924 9.57 3,039 29.71
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 29,524 0.69 12,944 19.04
2025-08-13 13F Ally Invest Advisors Inc. 4,357 94.68 1,910 130.40
2025-08-14 13F Toronto Dominion Bank 84 37
2025-08-11 13F HHM Wealth Advisors, LLC 9,396 4.37 4,119 23.40
2025-07-24 13F Wealth Advisors Northwest LLC 653 1.08 286 19.67
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Growth ETF 3,141 10.25 1,188 -0.25
2025-07-31 13F Northstar Asset Management Llc 42,581 3.63 18,667 22.51
2025-08-04 13F Amplius Wealth Advisors, LLC 1,117 3.52 490 22.25
2025-07-07 13F Verde Capital Management 1,032 17.81 452 39.51
2025-08-04 13F Pinnacle Associates Ltd 7,343 16.13 3,219 37.33
2025-08-06 13F Atlas Legacy Advisors, LLC 5,686 67.28 2,493 97.78
2025-07-10 13F Andrew Hill Investment Advisors, Inc. 616 270
2025-08-14 13F CoreFirst Bank & Trust 160 70
2025-07-17 13F Kelly Financial Services LLC 1,362 0.15 597 18.45
2025-07-24 13F Leo Wealth, LLC 24,130 117.82 10,574 157.44
2025-08-08 13F Intrua Financial, LLC 3,535 1.79 1,550 20.36
2025-07-18 13F Precision Wealth Strategies, LLC 5,167 2,265
2025-08-08 13F Advisors Capital Management, LLC 153,529 13.02 67,307 33.62
2025-08-07 13F Tilson Financial Group, Inc. 72,932 3.25 32 19.23
2025-07-28 13F Harbour Trust & Investment Management Co 480 210
2025-08-04 13F Daymark Wealth Partners, Llc 7,570 0.61 3,319 18.97
2025-08-14 13F Headinvest, Llc 2,978 1.95 1,306 20.50
2025-08-08 13F VeraBank, N.A. 53,959 22.54 23,656 44.86
2025-07-09 13F Bay Rivers Group 12,156 1.71 5,329 20.24
2025-07-29 13F Mountain Capital Investment Advisors, Inc 285,908 8.09 124,075 26.47
2025-07-09 13F Brand Asset Management Group, Inc. 1,310 61.73 574 91.33
2025-08-05 13F Kesler, Norman & Wride, LLC 542 238
2025-08-14 13F Stage Harbor Financial, Llc 43,126 8.32 18,907 28.06
2025-07-09 13F Fiduciary Alliance LLC 9,438 613.92 4,138 744.29
2025-07-15 13F Maseco Llp 1,365 598
2025-07-29 13F Rodgers & Associates, LTD 37,209 4.88 16,312 24.00
2025-07-30 13F Cambridge Capital Management, Llc 69,503 1.59 30,470 20.11
2025-08-06 13F Walkner Condon Financial Advisors LLC 3,955 4.13 1,734 23.08
2025-08-14 13F Glenview Trust Co 3,849 1.21 1,687 19.65
2025-08-04 13F WNY Asset Management, LLC 2,278 21.04 999 43.19
2025-07-17 13F Wagner Wealth Management, Llc 736 323
2025-07-31 13F Strata Wealth Advisors, LLC 119,330 5.36 52,314 24.56
2025-08-14 13F UBS Group AG 5,916,441 0.69 2,593,768 19.04
2025-07-31 13F Perissos Private Wealth Management, LLC 4,326 1,897
2025-08-07 13F Commerce Bank 57,017 0.48 24,996 18.79
2025-08-06 13F Texas Yale Capital Corp. 27,109 2.15 11,885 20.76
2025-07-29 13F Primoris Wealth Advisors, Llc 7,433 91.08 3,259 125.00
2025-07-21 13F Pflug Koory, LLC 11 5
2025-08-12 13F Martin Worley Group 15,860 64.76 6,953 94.82
2025-07-08 13F Gradient Investments LLC 1,342 43.38 588 69.45
2025-08-07 13F Latko Wealth Management, Ltd. 11,279 1.53 5 0.00
2025-07-30 13F Paragon Advisors, LLC 622 7.24 273 26.51
2025-08-04 13F Evergreen Advisors, LLC 461 202
2025-07-09 13F Fjell Capital, LLC 7,194 2.68 3,154 21.41
2025-07-22 13F Merit Financial Group, LLC 817,453 73.91 358,372 105.61
2025-07-22 13F Oak Hill Wealth Advisors, Llc 68,833 6.04 30,171 25.34
2025-07-22 13F Rochester Wealth Strategies, LLC 51,389 10.94 22,529 31.17
2025-05-13 13F Watts Gwilliam & Co., LLC 18,567 1.40 6,885 -8.96
2025-07-23 13F Kingswood Wealth Advisors, Llc 8,489 5.17 3,722 24.24
2025-07-25 13F Ellis Investment Partners, LLC 65,828 0.31 28,859 18.60
2025-07-17 13F K2 Financial Inc. 5,541 0.45 2,461 30.35
2025-07-22 13F DAVENPORT & Co LLC 128,005 2.08 56,117 20.68
2025-08-12 13F Richmond Investment Services, LLC 34,048 84.88 14,930 118.63
2025-07-08 13F Chemistry Wealth Management LLC 2,294 29.09 1,006 52.74
2025-08-08 13F Horizon Family Wealth, Inc. 33,708 1.64 14,778 20.17
2025-07-24 13F Ronald Blue Trust, Inc. 10,670 5.99 4,678 25.32
2025-08-14 13F Ausdal Financial Partners, Inc. 36,041 2.92 15,772 21.46
2025-08-07 13F Panoramic Investment Advisors, Llc 9,530 18.34 4,178 39.92
2025-04-25 NP SRGAX - Stringer Growth Fund Class A Shares 2,700 5.72 1,095 4.89
2025-08-12 13F One Charles Private Wealth Services, LLC 30,205 4.59 13,242 23.66
2025-08-14 13F Williams Jones Wealth Management, LLC. 2,151 18.77 943 40.39
2025-07-22 13F Keudell/Morrison Wealth Management 1,498 0.27 657 18.41
2025-07-31 13F Leelyn Smith, LLC 460 202
2025-08-27 13F Tribridge Partners Financial LLC 498 0
2025-07-17 13F Emerald Advisors, LLC 18,354 2.09 8,046 20.70
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